Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Annie Williams Annie Williams's Merrill Lynch Experience June 2006 - August 2006
Job J.D.
Industry Law Practice
Experience
Los Angeles County Public Defender's Office June 2011 - August 2011
Center for Juvenile Law and Policy August 2010 - May 2011
Los Angeles County District Attorney's Office June 2010 - August 2010
Saatchi & Saatchi LA January 2008 - June 2009
ICM Partners June 2007 - November 2007
Merrill Lynch June 2006 - August 2006
Shiseido June 2005 - July 2005
Skills
Digital Media, New Media, Social Media, Digital Marketing, Social Media Marketing, Marketing
Education
Loyola Law School, Loyola Marymount University 2009 — 2012
J.D.
Middlebury College 2003 — 2007
B.A., International Studies, Latin America - Political Science
University of Buenos Aires 2005 — 2005
Political Science
The Kent School 2000 — 2005
Los Angeles County Public Defender's Office June 2011 - August 2011
Center for Juvenile Law and Policy August 2010 - May 2011
Los Angeles County District Attorney's Office June 2010 - August 2010
Saatchi & Saatchi LA January 2008 - June 2009
ICM Partners June 2007 - November 2007
Merrill Lynch June 2006 - August 2006
Shiseido June 2005 - July 2005
Skills
Digital Media, New Media, Social Media, Digital Marketing, Social Media Marketing, Marketing
Education
Loyola Law School, Loyola Marymount University 2009 — 2012
J.D.
Middlebury College 2003 — 2007
B.A., International Studies, Latin America - Political Science
University of Buenos Aires 2005 — 2005
Political Science
The Kent School 2000 — 2005
Joe Kurowski Joe Kurowski's Merrill Lynch Experience September 2011 - December 2011
Job Law Student at St. Louis University
Industry Law Practice
Experience
Kurowski Shultz LLC May 2012 - Present
St. Clair County State's Attorney June 2013 - December 2014
Merrill Lynch September 2011 - December 2011
Capital Strategies Investment Group July 2011 - August 2011
Cooley Manion Jones Hake Kurowski LLP June 2009 - April 2010
Skills
Fundraising, Financial Analysis, Data Analysis
Education
Saint Louis University School of Law 2012 — 2015
Loyola University of Chicago, Quinlan School of Business 2010 — 2012
MBA, Finance
Loyola University of Chicago
BA, Communication Studies
Kurowski Shultz LLC May 2012 - Present
St. Clair County State's Attorney June 2013 - December 2014
Merrill Lynch September 2011 - December 2011
Capital Strategies Investment Group July 2011 - August 2011
Cooley Manion Jones Hake Kurowski LLP June 2009 - April 2010
Skills
Fundraising, Financial Analysis, Data Analysis
Education
Saint Louis University School of Law 2012 — 2015
Loyola University of Chicago, Quinlan School of Business 2010 — 2012
MBA, Finance
Loyola University of Chicago
BA, Communication Studies
Rebecca Gundy Rebecca Gundy's Merrill Lynch Experience May 2011 - November 2011
Job Field Marketing Manager at Smartling
Industry Marketing and Advertising
Experience
Smartling May 2015 - Present
Salesforce December 2012 - May 2015
ExactTarget November 2011 - December 2012
Merrill Lynch May 2011 - November 2011
Five Seasons Family Sports Club May 2010 - August 2010
Bayer AG January 2010 - April 2010
Simon Youth Foundation June 2009 - August 2009
Skills
Public Relations, Marketing, Market Planning, Google Adwords, Advertising, Project Planning, Email Marketing, Social Media Marketing, Sales Process, Internal Communications, Account Management, Sales Presentations
Education
Loyola Marymount University, College of Business Administration 2007 — 2011
Bachelor of Business Administration, Marketing
Smartling May 2015 - Present
Salesforce December 2012 - May 2015
ExactTarget November 2011 - December 2012
Merrill Lynch May 2011 - November 2011
Five Seasons Family Sports Club May 2010 - August 2010
Bayer AG January 2010 - April 2010
Simon Youth Foundation June 2009 - August 2009
Skills
Public Relations, Marketing, Market Planning, Google Adwords, Advertising, Project Planning, Email Marketing, Social Media Marketing, Sales Process, Internal Communications, Account Management, Sales Presentations
Education
Loyola Marymount University, College of Business Administration 2007 — 2011
Bachelor of Business Administration, Marketing
Sam Marino, AIF® Sam Marino, AIF®'s Merrill Lynch Experience September 2006 - April 2007
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2007 - Present
Merrill Lynch September 2006 - April 2007
Marino's Florist & Fine Gifts, llc September 1978 - June 2006
Skills
Wealth Management, 401k, Fiduciary, Fixed Income, Variable Annuities, Mutual Funds, 401k Rollovers, Alternative Investments, Stocks, Qualified Retirement..., Investment Advisory
Education
Louisiana State University 1972 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Redemptorist High School 1968 — 1972
LPL Financial November 2007 - Present
Merrill Lynch September 2006 - April 2007
Marino's Florist & Fine Gifts, llc September 1978 - June 2006
Skills
Wealth Management, 401k, Fiduciary, Fixed Income, Variable Annuities, Mutual Funds, 401k Rollovers, Alternative Investments, Stocks, Qualified Retirement..., Investment Advisory
Education
Louisiana State University 1972 — 1977
Bachelor of Science (BS), Business Administration and Management, General
Redemptorist High School 1968 — 1972
Don Clements, CFP(R), CRPC(R)'s Merrill Lynch Experience June 2002 - September 2012
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC September 2012 - Present
Merrill Lynch June 2002 - September 2012
BP 1998 - 2002
El Paso 1994 - 1998
KPMG 1988 - 1990
Skills
Wealth Management, Strategic Financial..., Investments, Series 7, Risk Management, Options, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Securities, Portfolio Management, Investment Management, Accounting, Equities, Financial Planners, Fixed Income, Asset, Asset Managment, Hedge Funds
Education
Louisiana Tech University 1984 — 1988
Bachelor of Science (B.S.), Accounting
Raymond James Financial Services Inc., Member FINRA/SIPC September 2012 - Present
Merrill Lynch June 2002 - September 2012
BP 1998 - 2002
El Paso 1994 - 1998
KPMG 1988 - 1990
Skills
Wealth Management, Strategic Financial..., Investments, Series 7, Risk Management, Options, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Securities, Portfolio Management, Investment Management, Accounting, Equities, Financial Planners, Fixed Income, Asset, Asset Managment, Hedge Funds
Education
Louisiana Tech University 1984 — 1988
Bachelor of Science (B.S.), Accounting
Donna Shin, MBA Donna Shin, MBA's Merrill Lynch Experience February 2015 - Present
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management November 2011 - February 2015
Morgan Stanley Smith Barney March 2011 - November 2011
Wind Consulting USA February 2011 - November 2011
Chicago Korean American Chamber of Commerce April 2010 - January 2011
American Scrap Materials Inc May 2009 - January 2010
Meridian Group International, Inc. May 2007 - January 2010
Vortex Staffing August 2009 - December 2009
Skills
Customer Service, Analysis, Microsoft Excel, Microsoft Office, Sales, Event Planning, Social Media Marketing, Cold Calling, Marketing Strategy, Bilingual - Korean, Asset Allocation, Mutual Funds, Alternative Investments, Team Leadership, Communication, Vendor Relationships, Oral Communications, Strategic Financial..., Written Skills, Sales Presentations, Direct Sales, Sales Management, Calculus, Contract Negotiation, Customer Relations, Training & Development, Hiring, Series 7, Series 66
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
MBA, Finance
Loyola University of Chicago 2006 — 2010
BBA, International Business, Marketing
Sogang University 2008 — 2008
Study Abroad, Business
Lake Forest High School 2002 — 2006
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management November 2011 - February 2015
Morgan Stanley Smith Barney March 2011 - November 2011
Wind Consulting USA February 2011 - November 2011
Chicago Korean American Chamber of Commerce April 2010 - January 2011
American Scrap Materials Inc May 2009 - January 2010
Meridian Group International, Inc. May 2007 - January 2010
Vortex Staffing August 2009 - December 2009
Skills
Customer Service, Analysis, Microsoft Excel, Microsoft Office, Sales, Event Planning, Social Media Marketing, Cold Calling, Marketing Strategy, Bilingual - Korean, Asset Allocation, Mutual Funds, Alternative Investments, Team Leadership, Communication, Vendor Relationships, Oral Communications, Strategic Financial..., Written Skills, Sales Presentations, Direct Sales, Sales Management, Calculus, Contract Negotiation, Customer Relations, Training & Development, Hiring, Series 7, Series 66
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
MBA, Finance
Loyola University of Chicago 2006 — 2010
BBA, International Business, Marketing
Sogang University 2008 — 2008
Study Abroad, Business
Lake Forest High School 2002 — 2006
Helena King Helena King's Merrill Lynch Experience June 2001 - June 2002
Job Finance Manager at Pernod Ricard
Industry Consumer Goods
Experience
Pernod Ricard November 2014 - Present
Pabst Brewing Company October 2012 - October 2014
Belkin October 2011 - November 2012
Belkin June 2010 - September 2011
Coast Sports April 2009 - May 2010
Pepperdine University August 2007 - December 2008
Princess Cruises June 2008 - August 2008
LAK Trading February 2005 - August 2007
Sony Pictures Entertainment August 2002 - August 2004
Merrill Lynch June 2001 - June 2002
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA
Loyola Marymount University, College of Business Administration 1998 — 2002
BA
Suffolk University 2000 — 2000
Pernod Ricard November 2014 - Present
Pabst Brewing Company October 2012 - October 2014
Belkin October 2011 - November 2012
Belkin June 2010 - September 2011
Coast Sports April 2009 - May 2010
Pepperdine University August 2007 - December 2008
Princess Cruises June 2008 - August 2008
LAK Trading February 2005 - August 2007
Sony Pictures Entertainment August 2002 - August 2004
Merrill Lynch June 2001 - June 2002
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA
Loyola Marymount University, College of Business Administration 1998 — 2002
BA
Suffolk University 2000 — 2000
D. Patrick Dapic D. Patrick Dapic's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Blackmore Partners January 2012 - April 2012
Fairmont Hotels and Resorts May 2011 - August 2011
Joyce Law Group June 2008 - August 2008
Massachusetts State Senate July 2007 - August 2007
Education
Loyola University of Chicago 2008 — 2012
BBA, Economics
Merrill Lynch June 2012 - Present
Blackmore Partners January 2012 - April 2012
Fairmont Hotels and Resorts May 2011 - August 2011
Joyce Law Group June 2008 - August 2008
Massachusetts State Senate July 2007 - August 2007
Education
Loyola University of Chicago 2008 — 2012
BBA, Economics
Scott Higdon Scott Higdon's Merrill Lynch Experience June 2008 - August 2008
Job Director of Marketing and Admissions at Saint Sebastian School
Industry Marketing and Advertising
Experience
Saint Sebastian School Los Angeles March 2015 - Present
Rising Athletic Directors September 2012 - Present
Outspoken™ October 2014 - January 2015
Loyola Marymount University August 2010 - October 2014
25th Hour Accounting Solutions May 2009 - August 2010
Capital District Sports, Inc. September 2009 - April 2010
Xavier University Athletic Department August 2008 - May 2009
Department Zero August 2008 - May 2009
Xavier University Alumni Center August 2005 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Marketing Research, Data Mining, Facebook, Social Media, Digital Marketing, Direct Marketing, Event Planning, CRM, Microsoft Office, PowerPoint
Education
Loyola Marymount University 2010 — 2012
MA, General Education
Xavier University 2005 — 2009
BSBA, Marketing
Saint Sebastian School Los Angeles March 2015 - Present
Rising Athletic Directors September 2012 - Present
Outspoken™ October 2014 - January 2015
Loyola Marymount University August 2010 - October 2014
25th Hour Accounting Solutions May 2009 - August 2010
Capital District Sports, Inc. September 2009 - April 2010
Xavier University Athletic Department August 2008 - May 2009
Department Zero August 2008 - May 2009
Xavier University Alumni Center August 2005 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Marketing Research, Data Mining, Facebook, Social Media, Digital Marketing, Direct Marketing, Event Planning, CRM, Microsoft Office, PowerPoint
Education
Loyola Marymount University 2010 — 2012
MA, General Education
Xavier University 2005 — 2009
BSBA, Marketing
Timothy Byrd's Merrill Lynch Experience June 2009 - August 2009
Job Associate Attorney at Donohue, Patrick & Scott, PLLC
Industry Legal Services
Experience
Donohue, Patrick & Scott, PLLC May 2015 - Present
14th Judicial District Court August 2014 - May 2015
Long Law Firm May 2012 - May 2014
Merrill Lynch June 2009 - August 2009
Education
LSU Law School 2011 — 2014
Doctor of Law (J.D.)
Louisiana Tech University 2009 — 2011
Master of Business Administration (M.B.A.)
Louisiana Tech University 2006 — 2010
Bachelor's Degree, Finance
Donohue, Patrick & Scott, PLLC May 2015 - Present
14th Judicial District Court August 2014 - May 2015
Long Law Firm May 2012 - May 2014
Merrill Lynch June 2009 - August 2009
Education
LSU Law School 2011 — 2014
Doctor of Law (J.D.)
Louisiana Tech University 2009 — 2011
Master of Business Administration (M.B.A.)
Louisiana Tech University 2006 — 2010
Bachelor's Degree, Finance
Patrick Hubregsen Patrick Hubregsen's Merrill Lynch Experience May 2010 - August 2010
Job Business Development at Jampp
Industry Marketing and Advertising
Experience
Jampp August 2014 - Present
InMobi January 2014 - August 2014
InMobi August 2012 - January 2014
Loyola Marymount University August 2008 - May 2012
Venado Technologies May 2011 - September 2011
Merrill Lynch May 2010 - August 2010
Gates Tennis Center May 2009 - August 2009
Tennis Club May 2007 - September 2007
Emergency Services June 2006 - August 2006
Skills
Financial Statement..., Financial Modeling, Quantitative Analytics, Financial Analysis, Pivot Tables, Valuation, Corporate Finance, Investments, Marketing, Analytics, Marketing Strategy, Advertising, Digital Marketing, Social Media Marketing, Sales, Mobile Marketing, Social Networking, Entrepreneurship, Digital Media, Digital Strategy, Online Advertising, Lead Generation, Media Planning, Mobile Advertising, Customer Acquisition, Market Research, Google Analytics
Education
Loyola Marymount University 2008 — 2012
BS, Business- Entrepreneurship
Regis Jesuit High School 2003 — 2007
Bachelor of Science (BS), Business Entrepreneurship
Jampp August 2014 - Present
InMobi January 2014 - August 2014
InMobi August 2012 - January 2014
Loyola Marymount University August 2008 - May 2012
Venado Technologies May 2011 - September 2011
Merrill Lynch May 2010 - August 2010
Gates Tennis Center May 2009 - August 2009
Tennis Club May 2007 - September 2007
Emergency Services June 2006 - August 2006
Skills
Financial Statement..., Financial Modeling, Quantitative Analytics, Financial Analysis, Pivot Tables, Valuation, Corporate Finance, Investments, Marketing, Analytics, Marketing Strategy, Advertising, Digital Marketing, Social Media Marketing, Sales, Mobile Marketing, Social Networking, Entrepreneurship, Digital Media, Digital Strategy, Online Advertising, Lead Generation, Media Planning, Mobile Advertising, Customer Acquisition, Market Research, Google Analytics
Education
Loyola Marymount University 2008 — 2012
BS, Business- Entrepreneurship
Regis Jesuit High School 2003 — 2007
Bachelor of Science (BS), Business Entrepreneurship
Kyle C. Schainuck Kyle C. Schainuck's Merrill Lynch Experience 2012 - 2014
Job Seeking new financial analyst opportunities
Industry Financial Services
Experience
Lemack Real Estate Management 2014 - Present
Merrill Lynch 2012 - 2014
Lemack Real Estate Management June 2012 - 2012
Skills
Financial Analysis, Equity Research, Fixed Income Analysis, Market Research, Risk Management, Corporate Finance, Wealth Management, Estate Planning, Real Estate, Insurance, Valuation, Communication, Critical Thinking, Trend Analysis, Bloomberg Terminal, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Economics, Financial Modeling, PowerPoint, Microsoft Office
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Institut Le Rosey 2006 — 2008
IB, Economics, History, English
Lemack Real Estate Management 2014 - Present
Merrill Lynch 2012 - 2014
Lemack Real Estate Management June 2012 - 2012
Skills
Financial Analysis, Equity Research, Fixed Income Analysis, Market Research, Risk Management, Corporate Finance, Wealth Management, Estate Planning, Real Estate, Insurance, Valuation, Communication, Critical Thinking, Trend Analysis, Bloomberg Terminal, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Economics, Financial Modeling, PowerPoint, Microsoft Office
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Institut Le Rosey 2006 — 2008
IB, Economics, History, English
L. Monique Woods, MSW,APSW L. Monique Woods, MSW,APSW's Merrill Lynch Experience October 2008 - February 2010
Job Advanced Practice Social Worker
Industry Mental Health Care
Experience
Wheaton Franciscan Healthcare June 2015 - Present
Captain James A. Lovell Federal Healthcare Center October 2013 - June 2014
Kenosha Human Development Services September 2012 - June 2013
Professional Services Group February 2012 - July 2012
Merrill Lynch October 2008 - February 2010
Edward Jones 2005 - 2008
Skills
Social Services, Program Management, Community Outreach, Program Development, Public Speaking, Nonprofits, Fundraising, PowerPoint, Microsoft Office, Event Planning, Coaching, Career Counseling, Microsoft Excel
Education
Loyola University of Chicago 2012 — 2014
Master of Social Work (M.S.W.)
University of Wisconsin-Parkside 2010 — 2011
Bachelor of Science (BS), Psychology
Southern Arkansas University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Wheaton Franciscan Healthcare June 2015 - Present
Captain James A. Lovell Federal Healthcare Center October 2013 - June 2014
Kenosha Human Development Services September 2012 - June 2013
Professional Services Group February 2012 - July 2012
Merrill Lynch October 2008 - February 2010
Edward Jones 2005 - 2008
Skills
Social Services, Program Management, Community Outreach, Program Development, Public Speaking, Nonprofits, Fundraising, PowerPoint, Microsoft Office, Event Planning, Coaching, Career Counseling, Microsoft Excel
Education
Loyola University of Chicago 2012 — 2014
Master of Social Work (M.S.W.)
University of Wisconsin-Parkside 2010 — 2011
Bachelor of Science (BS), Psychology
Southern Arkansas University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Lamar Poole's Merrill Lynch Experience 1984 - 1989
Job Executive Management
Industry Executive Office
Experience
Mainspring Companies (formerly MBD Companies) October 2007 - February 2010
Louisiana Partnership for Technology & Innovation 2005 - 2007
Surf and Sip May 2000 - December 2005
RunForOffice.com December 1999 - December 2005
Structured Financial Associates October 1994 - October 1999
Flagship Funds October 1989 - October 1994
Merrill Lynch 1984 - 1989
Education
Louisiana Tech University 1979 — 1984
Bachelor of Science (BS), Accounting
Block High School 1975 — 1979
Mainspring Companies (formerly MBD Companies) October 2007 - February 2010
Louisiana Partnership for Technology & Innovation 2005 - 2007
Surf and Sip May 2000 - December 2005
RunForOffice.com December 1999 - December 2005
Structured Financial Associates October 1994 - October 1999
Flagship Funds October 1989 - October 1994
Merrill Lynch 1984 - 1989
Education
Louisiana Tech University 1979 — 1984
Bachelor of Science (BS), Accounting
Block High School 1975 — 1979
Julie Faber Julie Faber's Merrill Lynch Experience 2007 - 2010
Job Experienced Marketing Executive
Industry Marketing and Advertising
Experience
Solo Aquatics February 2013 - Present
Merrill Lynch 2007 - 2010
First Republic Bank 1998 - 2010
Skills
Microsoft Office, Customer Service, Management, Marketing, Microsoft Excel, Strategic Planning, Public Speaking, Leadership, Marketing Strategy
Education
University of California, Los Angeles 1983 — 1987
Bachelor's Degree, Sociology
Loyola Marymount University
Master's Degree, Special Education and Teaching
Solo Aquatics February 2013 - Present
Merrill Lynch 2007 - 2010
First Republic Bank 1998 - 2010
Skills
Microsoft Office, Customer Service, Management, Marketing, Microsoft Excel, Strategic Planning, Public Speaking, Leadership, Marketing Strategy
Education
University of California, Los Angeles 1983 — 1987
Bachelor's Degree, Sociology
Loyola Marymount University
Master's Degree, Special Education and Teaching
Matthew A Landry's Merrill Lynch Experience June 2015 - August 2015
Job Intern at Merrill Lynch
Industry Investment Banking
Experience
Sigma Phi Epsilon-LA Beta Chapter January 2015 - Present
Merrill Lynch June 2015 - August 2015
Rice, Voelker LLC June 2014 - July 2014
Louisiana State University, Department of Finance January 2014 - May 2014
Skills
Public Speaking, Microsoft Office, Proficient in Spanish, Team Leadership, Leadership, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Customer Service, Research, Fundraising, English, Time Management
Education
Louisiana State University 2013 — 2017
Finance, General
St. Paul School 2008 — 2013
High School Diploma
Sigma Phi Epsilon-LA Beta Chapter January 2015 - Present
Merrill Lynch June 2015 - August 2015
Rice, Voelker LLC June 2014 - July 2014
Louisiana State University, Department of Finance January 2014 - May 2014
Skills
Public Speaking, Microsoft Office, Proficient in Spanish, Team Leadership, Leadership, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Customer Service, Research, Fundraising, English, Time Management
Education
Louisiana State University 2013 — 2017
Finance, General
St. Paul School 2008 — 2013
High School Diploma
Tim Dalton Tim Dalton's Merrill Lynch Experience June 2010 - December 2010
Job Business Development Director at ComplianceWorks, Inc
Industry Financial Services
Experience
ComplianceWorks, Inc August 2014 - Present
Oyster Consulting, LLC July 2012 - May 2014
Advisor Partners, LLC December 2010 - September 2011
Merrill Lynch June 2010 - December 2010
Multi-Funds April 2008 - February 2009
M.S. Howells & Co. October 2003 - September 2007
Brokerage America September 2002 - October 2003
Credit Suisse March 2000 - April 2002
Montgomery Securities January 1991 - January 2000
Bank of California January 1990 - December 1990
Skills
Mutual Funds, Asset Management, Equities, Investments, Series 7, Institutional, Wealth Management, Securities, Financial Markets, Hedge Funds, Alternative Investments, New Business Development, Fixed Income, Trading, Sales Management, Series 63, Capital Markets, ETFs, Equity Research, Separately Managed..., Wholesaling, Bloomberg, Series 66, 401k, Financial Advisory, Microsoft Office, Managed Accounts, Stocks, Wealth, Pensions, Excel, Life Settlements, Managing Accounts, Asset Managment
Education
Loyola Marymount University 1979 — 1983
BA, Communication Arts
Schiller International University 1982 — 1982
International Business
Bellarmine College Preparatory 1975 — 1979
General
ComplianceWorks, Inc August 2014 - Present
Oyster Consulting, LLC July 2012 - May 2014
Advisor Partners, LLC December 2010 - September 2011
Merrill Lynch June 2010 - December 2010
Multi-Funds April 2008 - February 2009
M.S. Howells & Co. October 2003 - September 2007
Brokerage America September 2002 - October 2003
Credit Suisse March 2000 - April 2002
Montgomery Securities January 1991 - January 2000
Bank of California January 1990 - December 1990
Skills
Mutual Funds, Asset Management, Equities, Investments, Series 7, Institutional, Wealth Management, Securities, Financial Markets, Hedge Funds, Alternative Investments, New Business Development, Fixed Income, Trading, Sales Management, Series 63, Capital Markets, ETFs, Equity Research, Separately Managed..., Wholesaling, Bloomberg, Series 66, 401k, Financial Advisory, Microsoft Office, Managed Accounts, Stocks, Wealth, Pensions, Excel, Life Settlements, Managing Accounts, Asset Managment
Education
Loyola Marymount University 1979 — 1983
BA, Communication Arts
Schiller International University 1982 — 1982
International Business
Bellarmine College Preparatory 1975 — 1979
General
Erika Lundberg's Merrill Lynch Experience June 2011 - August 2011
Job Senior Implementation Analyst at Medallia
Industry Information Technology and Services
Experience
Medallia June 2015 - Present
Medallia, Inc. September 2013 - May 2015
Medallia, Inc. May 2012 - September 2012
Loyola Marymount University August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Stata, SPSS, Microsoft Excel, Matlab, Financial Analysis, Quantitative Finance, Econometric Modeling, Economics, Statistics, Research, Financial Modeling, Analysis, Econometrics, Quantitative Analytics, Data Analysis
Education
Loyola Marymount University
Bachelor of Science (BS), Economics
University of Oxford
Master of Science (MS), Financial Economics
Medallia June 2015 - Present
Medallia, Inc. September 2013 - May 2015
Medallia, Inc. May 2012 - September 2012
Loyola Marymount University August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Stata, SPSS, Microsoft Excel, Matlab, Financial Analysis, Quantitative Finance, Econometric Modeling, Economics, Statistics, Research, Financial Modeling, Analysis, Econometrics, Quantitative Analytics, Data Analysis
Education
Loyola Marymount University
Bachelor of Science (BS), Economics
University of Oxford
Master of Science (MS), Financial Economics
David Noonan's Merrill Lynch Experience February 2008 - November 2013
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade March 2015 - Present
Self-employed November 2013 - March 2015
Merrill Lynch February 2008 - November 2013
Pension Planners Securities September 2006 - October 2007
Hold Brothers Capital, LLC August 2005 - May 2006
Citi February 2004 - May 2005
UBS June 2002 - February 2003
Skills
Risk Management, Investments, Portfolio Management, Equities, Options Strategies, Equity Trading, Technical Analysis, Proprietary Trading
Education
Loyola Marymount University 1997 — 2001
Bachelor's Degree, Finance
St. Francis High School 1993 — 1997
TD Ameritrade March 2015 - Present
Self-employed November 2013 - March 2015
Merrill Lynch February 2008 - November 2013
Pension Planners Securities September 2006 - October 2007
Hold Brothers Capital, LLC August 2005 - May 2006
Citi February 2004 - May 2005
UBS June 2002 - February 2003
Skills
Risk Management, Investments, Portfolio Management, Equities, Options Strategies, Equity Trading, Technical Analysis, Proprietary Trading
Education
Loyola Marymount University 1997 — 2001
Bachelor's Degree, Finance
St. Francis High School 1993 — 1997
Rachel Ransom's Merrill Lynch Experience April 2014 - September 2014
Job Owner/Editor of The Scout Guide of Baton Rouge
Industry Writing and Editing
Experience
Kean Miller LLP September 2014 - Present
Merrill Lynch April 2014 - September 2014
Kent Anderson & Bush December 2013 - April 2014
Jones Walker LLP December 2012 - December 2013
Pine Cove August 2011 - December 2012
Pine Cove December 2009 - December 2012
Premier Christian Cruises August 2011 - August 2012
Seale Smith Zubber Barnett, LLP August 2010 - May 2011
McGlinchey Stafford August 2005 - May 2006
Skills
Event Planning, Microsoft Office, Fundraising, Research, Microsoft Word, Leadership, PowerPoint, Social Media, Volunteer Management, Public Speaking, Organizational..., Leadership Development, Event Management, Program Implementation, Customer Service, Team Leadership, Marketing, Microsoft Excel
Education
Louisiana State University and Agricultural and Mechanical College 2006 — 2010
Architecture, Fine Arts, Art History, English
Baton Rouge Magnet High School 2004 — 2006
The Dunham School 1997 — 2004
Kean Miller LLP September 2014 - Present
Merrill Lynch April 2014 - September 2014
Kent Anderson & Bush December 2013 - April 2014
Jones Walker LLP December 2012 - December 2013
Pine Cove August 2011 - December 2012
Pine Cove December 2009 - December 2012
Premier Christian Cruises August 2011 - August 2012
Seale Smith Zubber Barnett, LLP August 2010 - May 2011
McGlinchey Stafford August 2005 - May 2006
Skills
Event Planning, Microsoft Office, Fundraising, Research, Microsoft Word, Leadership, PowerPoint, Social Media, Volunteer Management, Public Speaking, Organizational..., Leadership Development, Event Management, Program Implementation, Customer Service, Team Leadership, Marketing, Microsoft Excel
Education
Louisiana State University and Agricultural and Mechanical College 2006 — 2010
Architecture, Fine Arts, Art History, English
Baton Rouge Magnet High School 2004 — 2006
The Dunham School 1997 — 2004
Andrew Pardo Andrew Pardo's Merrill Lynch Experience May 2009 - August 2009
Job Research Associate Capital Markets at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2015 - Present
Fisher Investments August 2012 - December 2014
The Pacific Group May 2011 - July 2012
UBS Wealth Management May 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
FactSet, MSCI Barra, Bloomberg, Equities, Microsoft Office, Series 7, Investments, Portfolio Management, Morningstar, Economics, Financial Analysis, Microsoft Excel, Series 66, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Financial Reporting, ETFs, Accounting, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Research, Risk Modeling
Education
Loyola Marymount University 2007 — 2011
Bachelor of Science, Accounting
Homestead High School 2003 — 2007
Cupertino Middle School
Fisher Investments January 2015 - Present
Fisher Investments August 2012 - December 2014
The Pacific Group May 2011 - July 2012
UBS Wealth Management May 2010 - January 2011
Merrill Lynch May 2009 - August 2009
Skills
FactSet, MSCI Barra, Bloomberg, Equities, Microsoft Office, Series 7, Investments, Portfolio Management, Morningstar, Economics, Financial Analysis, Microsoft Excel, Series 66, Mutual Funds, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Financial Reporting, ETFs, Accounting, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Research, Risk Modeling
Education
Loyola Marymount University 2007 — 2011
Bachelor of Science, Accounting
Homestead High School 2003 — 2007
Cupertino Middle School
Michael Cortez Michael Cortez's Merrill Lynch Experience March 2006 - June 2006
Job Enterprise Sales at ThoughtSpot
Industry Information Technology and Services
Experience
ThoughtSpot December 2014 - Present
Fuze, Inc. May 2014 - September 2014
FTI Ringtail September 2013 - May 2014
Vino Bean Ventures July 2011 - December 2013
Monster Cable Products October 2011 - January 2012
Pacific Union Realty Inc. July 2006 - January 2007
Merrill Lynch March 2006 - June 2006
20th Century Fox Film January 2006 - March 2006
Skills
Westlaw, Salesforce.com, Sales Process, Business Development, Business Planning, New Business Set-up, Sales Operations, Sales Presentations, Direct Sales, Business Process..., Small Business, Capital Raising, Contract Negotiation, Contract Law, Contractual Agreements, Employment Contracts
Education
Loyola Law School, Loyola Marymount University 2008 — 2011
J.D., Corporate
UCLA
BA, Philosophy
St. Ignatius College Prep 1998 — 2002
ThoughtSpot December 2014 - Present
Fuze, Inc. May 2014 - September 2014
FTI Ringtail September 2013 - May 2014
Vino Bean Ventures July 2011 - December 2013
Monster Cable Products October 2011 - January 2012
Pacific Union Realty Inc. July 2006 - January 2007
Merrill Lynch March 2006 - June 2006
20th Century Fox Film January 2006 - March 2006
Skills
Westlaw, Salesforce.com, Sales Process, Business Development, Business Planning, New Business Set-up, Sales Operations, Sales Presentations, Direct Sales, Business Process..., Small Business, Capital Raising, Contract Negotiation, Contract Law, Contractual Agreements, Employment Contracts
Education
Loyola Law School, Loyola Marymount University 2008 — 2011
J.D., Corporate
UCLA
BA, Philosophy
St. Ignatius College Prep 1998 — 2002
Katherine Van De Water Katherine Van De Water's Merrill Lynch Experience April 2011 - Present
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC May 2013 - Present
Merrill Lynch April 2011 - Present
Education
Wesleyan College
Master of Business Administration (MBA)
Loyola Marymount University
Bachelor of Arts (B.A.), Political Science and Government
VALIC May 2013 - Present
Merrill Lynch April 2011 - Present
Education
Wesleyan College
Master of Business Administration (MBA)
Loyola Marymount University
Bachelor of Arts (B.A.), Political Science and Government
John Vallely's Merrill Lynch Experience June 2012 - August 2012
Job Senior Associate, Securities Finance at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
State Street July 2014 - Present
The Country Club June 2006 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Teamwork, Economics, PowerPoint, Leadership, Public Speaking, Facebook, Writing, Microsoft Office, Research, Financial Services, Fundraising, Fixed Income, Microsoft Excel, ETFs, Social Networking, Equities, Spanish, Spanish-speaking, Bond Pricing, Corporate Actions, Problem Solving, Event Planning, Social Media, Community Outreach, Teaching, Microsoft Word, Customer Service
Education
Saint Michael's College 2014 2011 — 2014
Bachelor of Arts (BA), Economics
Loyola University of Chicago 2010 — 2011
Economics
Boston College High School 2006 — 2010
3.4
State Street July 2015 - Present
State Street July 2014 - Present
The Country Club June 2006 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Teamwork, Economics, PowerPoint, Leadership, Public Speaking, Facebook, Writing, Microsoft Office, Research, Financial Services, Fundraising, Fixed Income, Microsoft Excel, ETFs, Social Networking, Equities, Spanish, Spanish-speaking, Bond Pricing, Corporate Actions, Problem Solving, Event Planning, Social Media, Community Outreach, Teaching, Microsoft Word, Customer Service
Education
Saint Michael's College 2014 2011 — 2014
Bachelor of Arts (BA), Economics
Loyola University of Chicago 2010 — 2011
Economics
Boston College High School 2006 — 2010
3.4
Tad Martin's Merrill Lynch Experience February 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2012 - Present
Construction Services September 2010 - December 2011
Martin Automotive Group, Inc. May 1980 - June 2010
Skills
Customer Service, Research, Budgets, Strategic Planning, Risk Management, Business Planning, Insurance, Strategic Financial..., New Business Development, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Modeling, Investments, Entrepreneurship, Series 7, Portfolio Management, Investment Strategies, Mutual Funds, Financial Analysis, Finance, IRAs, Retirement, 401k, Asset Management, Estate Planning, Equities, Fixed Annuities, 401k Rollovers, Mortgage Lending, Relationship Management, ETFs, High Net Worth..., Strategy, Term Life Insurance, Financial Advisory, Bonds, Contract Negotiation, Financial Planning, Management, Process Improvement, Series 63, Team Building, Accounting, Banking
Education
Louisiana State University and Agricultural and Mechanical College 1976 — 1980
Bachelor of Science, Industrial Management
Merrill Lynch February 2012 - Present
Construction Services September 2010 - December 2011
Martin Automotive Group, Inc. May 1980 - June 2010
Skills
Customer Service, Research, Budgets, Strategic Planning, Risk Management, Business Planning, Insurance, Strategic Financial..., New Business Development, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Modeling, Investments, Entrepreneurship, Series 7, Portfolio Management, Investment Strategies, Mutual Funds, Financial Analysis, Finance, IRAs, Retirement, 401k, Asset Management, Estate Planning, Equities, Fixed Annuities, 401k Rollovers, Mortgage Lending, Relationship Management, ETFs, High Net Worth..., Strategy, Term Life Insurance, Financial Advisory, Bonds, Contract Negotiation, Financial Planning, Management, Process Improvement, Series 63, Team Building, Accounting, Banking
Education
Louisiana State University and Agricultural and Mechanical College 1976 — 1980
Bachelor of Science, Industrial Management
James Cannon's Merrill Lynch Experience June 2001 - March 2003
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
Credit Suisse Private Banking April 2006 - April 2011
Bank of America March 2003 - April 2006
Merrill Lynch June 2001 - March 2003
EMC Capital March 1997 - January 2001
Futrex Trading 1996 - 1997
Skills
Investment Strategies, Fixed Income, Asset Allocation, Derivatives, Hedge Funds, Alternative Investments, Equities, Trading Systems
Education
De Paul University 1992 — 1994
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Loyola University of Chicago 1985 — 1990
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
J.P. Morgan May 2011 - Present
Credit Suisse Private Banking April 2006 - April 2011
Bank of America March 2003 - April 2006
Merrill Lynch June 2001 - March 2003
EMC Capital March 1997 - January 2001
Futrex Trading 1996 - 1997
Skills
Investment Strategies, Fixed Income, Asset Allocation, Derivatives, Hedge Funds, Alternative Investments, Equities, Trading Systems
Education
De Paul University 1992 — 1994
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Loyola University of Chicago 1985 — 1990
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Rizo Metovic Rizo Metovic's Merrill Lynch Experience February 2006 - May 2006
Job Secondary Mathematics Teacher at Chicago Public Schools
Industry Real Estate
Experience
Chicago Public Schools September 2014 - Present
R & S Apartments June 2003 - Present
Chicago Public Schools April 2014 - September 2014
Chicago Public Schools May 2014 - August 2014
Chicago Public Schools September 2013 - March 2014
Self-Employed January 2010 - January 2014
Huntington Learning Center November 2012 - July 2013
Northern Trust September 2007 - July 2011
Merrill Lynch February 2006 - May 2006
Horvath & Weaver, P.C. August 2003 - January 2005
Skills
Differentiated..., Educational Technology, Lesson Planning, Mathematics Education, Mathematics, Formative Assessment, Classroom Assessment, Classroom Management, Classroom Delivery, Integrating Technology..., Algebra, Individualized..., IEP, 504 Plans, Geometry, Trigonometry, iPad, Statistics, Calculator, Problem Solving, Smartboard, Public Speaking, Valuation, Securities, Financial Analysis, Pricing, Data Analysis, Portfolio Management, Operations Management, Corporate Actions, Stock Market, Real Estate, Managerial Finance, Statistical Modeling, Financial Modeling, Trading, Sales, Real Estate Economics, International Finance, Quantitative Finance, Economic Modeling, Mathematical Modeling, Calculus, Microsoft Excel, Microsoft Office, Foreign Exchange, Investigation, higher order thinking, Cognitive Assessment
Education
Northwestern University 2012 — 2014
Master's Degree, Secondary Education, Mathematics, 3.504/4.0 GPA
Loyola University Chicago 2003 — 2007
Bachelor's, Finance and International Business
Loyola University - RomeSummer 2006 2006 — 2006
Evanston Township High School 1999 — 2003
Chicago Public Schools September 2014 - Present
R & S Apartments June 2003 - Present
Chicago Public Schools April 2014 - September 2014
Chicago Public Schools May 2014 - August 2014
Chicago Public Schools September 2013 - March 2014
Self-Employed January 2010 - January 2014
Huntington Learning Center November 2012 - July 2013
Northern Trust September 2007 - July 2011
Merrill Lynch February 2006 - May 2006
Horvath & Weaver, P.C. August 2003 - January 2005
Skills
Differentiated..., Educational Technology, Lesson Planning, Mathematics Education, Mathematics, Formative Assessment, Classroom Assessment, Classroom Management, Classroom Delivery, Integrating Technology..., Algebra, Individualized..., IEP, 504 Plans, Geometry, Trigonometry, iPad, Statistics, Calculator, Problem Solving, Smartboard, Public Speaking, Valuation, Securities, Financial Analysis, Pricing, Data Analysis, Portfolio Management, Operations Management, Corporate Actions, Stock Market, Real Estate, Managerial Finance, Statistical Modeling, Financial Modeling, Trading, Sales, Real Estate Economics, International Finance, Quantitative Finance, Economic Modeling, Mathematical Modeling, Calculus, Microsoft Excel, Microsoft Office, Foreign Exchange, Investigation, higher order thinking, Cognitive Assessment
Education
Northwestern University 2012 — 2014
Master's Degree, Secondary Education, Mathematics, 3.504/4.0 GPA
Loyola University Chicago 2003 — 2007
Bachelor's, Finance and International Business
Loyola University - RomeSummer 2006 2006 — 2006
Evanston Township High School 1999 — 2003
Cedric Hunter's Merrill Lynch Experience January 2006 - January 2009
Job Financial Advisor
Industry Financial Services
Experience
Hunter Investments LLC 2006 - Present
Merrill Lynch January 2006 - January 2009
Skills
Uniform Combined State..., Insurance, Small Business, Wealth Management, 401k, Financial Advisory, Financial Analysis, Fixed Annuities, Retirement, Finance, Mutual Funds, Retirement Planning, Financial Planning, Team Building, Estate Planning, Life Insurance, Strategic Planning, Disability Insurance
Education
Louisiana Tech University 1989 — 1993
BS, Business Administration
Hunter Investments LLC 2006 - Present
Merrill Lynch January 2006 - January 2009
Skills
Uniform Combined State..., Insurance, Small Business, Wealth Management, 401k, Financial Advisory, Financial Analysis, Fixed Annuities, Retirement, Finance, Mutual Funds, Retirement Planning, Financial Planning, Team Building, Estate Planning, Life Insurance, Strategic Planning, Disability Insurance
Education
Louisiana Tech University 1989 — 1993
BS, Business Administration
Mickel Husted's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
EMCO of Monroe, LLC December 2010 - March 2012
Merrill Lynch July 2008 - October 2009
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Investment Strategies, Financial Analysis, Strategic Financial..., Alternative Investments, 401k, Risk Management, ETFs, IRAs, Portfolio Management, Fixed Income, Roth IRA, Hedge Funds, Estate Planning, Life Insurance, Commercial Lending, Mortgage Lending, 529 Plans, Credit Analysis, Investments, Investment Advisory, Asset Management, Retirement, Bloomberg, Loans
Education
Louisiana State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Merrill Lynch March 2012 - Present
EMCO of Monroe, LLC December 2010 - March 2012
Merrill Lynch July 2008 - October 2009
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Investment Strategies, Financial Analysis, Strategic Financial..., Alternative Investments, 401k, Risk Management, ETFs, IRAs, Portfolio Management, Fixed Income, Roth IRA, Hedge Funds, Estate Planning, Life Insurance, Commercial Lending, Mortgage Lending, 529 Plans, Credit Analysis, Investments, Investment Advisory, Asset Management, Retirement, Bloomberg, Loans
Education
Louisiana State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Avery Holaday Avery Holaday's Merrill Lynch Experience September 2006 - February 2007
Job Marketing Communications Professional
Industry Marketing and Advertising
Experience
Freelance Consultant April 2008 - Present
Merrill Lynch September 2006 - February 2007
Northern Trust Investments 2001 - 2003
Morningstar April 1998 - September 2001
Education
Loyola University Chicago 1997 — 1999
Master of Science
Portland State University 1992 — 1997
.
Freelance Consultant April 2008 - Present
Merrill Lynch September 2006 - February 2007
Northern Trust Investments 2001 - 2003
Morningstar April 1998 - September 2001
Education
Loyola University Chicago 1997 — 1999
Master of Science
Portland State University 1992 — 1997
.
Marcus U. Jean-Simon Marcus U. Jean-Simon's Merrill Lynch Experience March 2012 - Present
Job GoalsBased Strategy Consultant with Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Merrill Lynch April 2010 - March 2012
Merrill Lynch June 2007 - March 2009
Merrill Lynch April 2006 - June 2007
JPMorgan Chase January 2005 - April 2006
JPMorgan Chase October 2003 - January 2005
Merrill Lynch May 1999 - January 2002
Skills
Series 7, Series 66, Insurance Life/Health/VA, Retirement Planning, Retirement, Financial Advisory, Estate Planning, Insurance, Portfolio Management, Strategic Financial..., Management, Investments, Financial Services, Finance, Relationship Management, Strategy, Uniform Combined State..., Fixed Income, Banking, Equities
Education
Loyola University Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance & International Business
Merrill Lynch March 2012 - Present
Merrill Lynch April 2010 - March 2012
Merrill Lynch June 2007 - March 2009
Merrill Lynch April 2006 - June 2007
JPMorgan Chase January 2005 - April 2006
JPMorgan Chase October 2003 - January 2005
Merrill Lynch May 1999 - January 2002
Skills
Series 7, Series 66, Insurance Life/Health/VA, Retirement Planning, Retirement, Financial Advisory, Estate Planning, Insurance, Portfolio Management, Strategic Financial..., Management, Investments, Financial Services, Finance, Relationship Management, Strategy, Uniform Combined State..., Fixed Income, Banking, Equities
Education
Loyola University Chicago 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance & International Business
Steve Howell, CFA, CMA, CPA's Merrill Lynch Experience April 2013 - February 2014
Job Owner of Howell Analytics, LLC, Healthcare Consulting
Industry Hospital & Health Care
Experience
Howell Analytics, LLC August 2010 - Present
Merrill Lynch April 2013 - February 2014
General Health System July 2006 - August 2010
General Health System 2002 - 2006
General Health System 1998 - 2002
General Health System 1997 - 1998
General Health System 1995 - 1996
General Health System 1994 - 1995
General Health System 1992 - 1994
General Health System 1991 - 1992
Skills
Financial Analysis, Accounting, Business Planning, Financial Modeling, Forecasting, Cost Accounting, Executive Management, Strategy, Insurance, Business Valuation, Mergers & Acquisitions, Corporate Finance, Valuation, Private Equity, Financial Reporting, Internal Controls, Tax, CPA, Auditing, Team Building, Public Speaking, Customer Service, Negotiation, Healthcare
Education
Louisiana State University 2010 — 2015
MA, History American 19th and 20th Centuries
Louisiana State University 1989 — 1990
BS, Accounting
Louisiana State University 1987 — 1988
MS, Finance
Louisiana State University 1983 — 1986
BS, Marketing
Central Private 1971 — 1983
High School Diploma
Howell Analytics, LLC August 2010 - Present
Merrill Lynch April 2013 - February 2014
General Health System July 2006 - August 2010
General Health System 2002 - 2006
General Health System 1998 - 2002
General Health System 1997 - 1998
General Health System 1995 - 1996
General Health System 1994 - 1995
General Health System 1992 - 1994
General Health System 1991 - 1992
Skills
Financial Analysis, Accounting, Business Planning, Financial Modeling, Forecasting, Cost Accounting, Executive Management, Strategy, Insurance, Business Valuation, Mergers & Acquisitions, Corporate Finance, Valuation, Private Equity, Financial Reporting, Internal Controls, Tax, CPA, Auditing, Team Building, Public Speaking, Customer Service, Negotiation, Healthcare
Education
Louisiana State University 2010 — 2015
MA, History American 19th and 20th Centuries
Louisiana State University 1989 — 1990
BS, Accounting
Louisiana State University 1987 — 1988
MS, Finance
Louisiana State University 1983 — 1986
BS, Marketing
Central Private 1971 — 1983
High School Diploma
Scott Relf Scott Relf's Merrill Lynch Experience May 2012 - August 2012
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
Deloitte September 2015 - Present
Deloitte June 2014 - August 2014
NEOGOV November 2012 - May 2014
Merrill Lynch May 2012 - August 2012
Enovative Kontrol Systems October 2011 - December 2011
Skills
Microsoft Word, Microsoft Excel, Access, PowerPoint, QuickBooks, Salesforce.com, Finance, Financial Modeling, Analysis, Accounting, Accounts Receivable, Accounts Payable, Financial Analysis, Financial Reporting
Education
Loyola Marymount University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance
El Segundo High School 2006 — 2010
Deloitte September 2015 - Present
Deloitte June 2014 - August 2014
NEOGOV November 2012 - May 2014
Merrill Lynch May 2012 - August 2012
Enovative Kontrol Systems October 2011 - December 2011
Skills
Microsoft Word, Microsoft Excel, Access, PowerPoint, QuickBooks, Salesforce.com, Finance, Financial Modeling, Analysis, Accounting, Accounts Receivable, Accounts Payable, Financial Analysis, Financial Reporting
Education
Loyola Marymount University 2010 — 2015
Bachelor of Science (BS), Accounting and Finance
El Segundo High School 2006 — 2010
Steven Alch Steven Alch's Merrill Lynch Experience April 2011 - Present
Job Central Florida Market Executive Merrill Lynch and Market President Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
Merrill Lynch April 2011 - Present
Merrill Lynch September 2007 - April 2011
Merrill Lynch June 2005 - September 2007
Merrill Lynch August 2001 - June 2005
Tyco May 1998 - August 2001
US Army May 1993 - May 1998
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Civil Engineering
The University of Texas at Austin 1999 — 2001
Master of Business Administration (MBA), Management
Louisiana State University 1988 — 1989
Catholic High School, Baton Rouge, LA 1983 — 1988
Bank of America September 2014 - Present
Merrill Lynch April 2011 - Present
Merrill Lynch September 2007 - April 2011
Merrill Lynch June 2005 - September 2007
Merrill Lynch August 2001 - June 2005
Tyco May 1998 - August 2001
US Army May 1993 - May 1998
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Civil Engineering
The University of Texas at Austin 1999 — 2001
Master of Business Administration (MBA), Management
Louisiana State University 1988 — 1989
Catholic High School, Baton Rouge, LA 1983 — 1988
Erin Wells's Merrill Lynch Experience June 2008 - August 2008
Job Senior Financial Analyst at Vanderbilt University Medical Center
Industry Hospital & Health Care
Experience
Vanderbilt University Medical Center June 2014 - Present
Vanderbilt University Medical Center September 2011 - June 2014
Ochsner Clinic Foundation January 2010 - September 2011
Wells Fargo January 2009 - December 2009
Merrill Lynch June 2008 - August 2008
DaVita June 2007 - August 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Microsoft Excel, Hyperion Enterprise, Accounts Receivable, Forecasting, Sarbanes-Oxley Act, Strategic Financial..., General Ledger, Account Reconciliation, Microsoft Office, Managerial Finance, Budgets, Accounts Payable, Cash Flow, Variance Analysis, Process Improvement, PowerPoint
Education
Louisiana Tech University 2005 — 2008
Bachelors, Finance
Vanderbilt University Medical Center June 2014 - Present
Vanderbilt University Medical Center September 2011 - June 2014
Ochsner Clinic Foundation January 2010 - September 2011
Wells Fargo January 2009 - December 2009
Merrill Lynch June 2008 - August 2008
DaVita June 2007 - August 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Microsoft Excel, Hyperion Enterprise, Accounts Receivable, Forecasting, Sarbanes-Oxley Act, Strategic Financial..., General Ledger, Account Reconciliation, Microsoft Office, Managerial Finance, Budgets, Accounts Payable, Cash Flow, Variance Analysis, Process Improvement, PowerPoint
Education
Louisiana Tech University 2005 — 2008
Bachelors, Finance
Bruce Angel Bruce Angel's Merrill Lynch Experience October 2004 - April 2009
Job Managing Partner at 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 September 1999 - October 2004
Skills
Investments, Business Strategy, Asset Managment, Portfolio Management, Strategic Planning, Due Diligence, Equities, Strategic Financial...
Education
Louisiana Tech University
University of Houston
Old Course Investment Partners, LLC - Securities Offered Through LPL Financial, member FINRA/SIPC. April 2009 - Present
Merrill Lynch October 2004 - April 2009
Morgan Stanley September 1999 - October 2004
Skills
Investments, Business Strategy, Asset Managment, Portfolio Management, Strategic Planning, Due Diligence, Equities, Strategic Financial...
Education
Louisiana Tech University
University of Houston
Eric OPhelan Eric OPhelan's Merrill Lynch Experience 2000 - 2004
Job Sales Representative Auto, Home, Life & Annuities at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2012 - Present
New Century Mortgage 2004 - 2009
Merrill Lynch 2000 - 2004
Bank One Ltd 1996 - 2000
Skills
Illinois Home Inspection, Illinois Real Estate..., Life & Health Insurance..., Auto and Property..., Insurance, Fixed Annuities, Finance, Banking, Health Insurance, Retirement Planning, Property & Casualty..., Strategic Financial..., Investments, Life Insurance
Education
Loyola University of Chicago 1990 — 1996
Bachelor of Arts (BA), Accounting and Finance
Senn High School 1984 — 1988
Liberty Mutual Insurance September 2012 - Present
New Century Mortgage 2004 - 2009
Merrill Lynch 2000 - 2004
Bank One Ltd 1996 - 2000
Skills
Illinois Home Inspection, Illinois Real Estate..., Life & Health Insurance..., Auto and Property..., Insurance, Fixed Annuities, Finance, Banking, Health Insurance, Retirement Planning, Property & Casualty..., Strategic Financial..., Investments, Life Insurance
Education
Loyola University of Chicago 1990 — 1996
Bachelor of Arts (BA), Accounting and Finance
Senn High School 1984 — 1988
Narod Michelle Dilekoglu's Merrill Lynch Experience July 2011 - August 2011
Job Senior Associate, Integrated Marketing
Industry Marketing and Advertising
Experience
UM WW October 2013 - March 2014
UM WW July 2012 - September 2013
Fox Filmed Entertainment April 2012 - June 2012
Loyola Marymount University August 2011 - May 2012
Merrill Lynch July 2011 - August 2011
Baydonhill FX March 2011 - May 2011
Skills
PowerPoint, Word, Analysis, Market Research, Marketing Strategy, Neilson, Data Analysis, Data Entry, Microsoft Excel, Media Planning, Advertising, Marketing, Facebook, Social Media Marketing, Social Media, Social Networking
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Bachelor, Finance
UM WW October 2013 - March 2014
UM WW July 2012 - September 2013
Fox Filmed Entertainment April 2012 - June 2012
Loyola Marymount University August 2011 - May 2012
Merrill Lynch July 2011 - August 2011
Baydonhill FX March 2011 - May 2011
Skills
PowerPoint, Word, Analysis, Market Research, Marketing Strategy, Neilson, Data Analysis, Data Entry, Microsoft Excel, Media Planning, Advertising, Marketing, Facebook, Social Media Marketing, Social Media, Social Networking
Education
Loyola Marymount University, College of Business Administration 2008 — 2012
Bachelor, Finance
Sean Kruse, CPA's Merrill Lynch Experience May 2005 - August 2005
Job Internal Auditor at First NBC Bank
Industry Banking
Experience
First NBC Bank February 2010 - Present
Stewart Enterprises, Inc January 2008 - February 2010
Whitney National Bank December 2006 - January 2008
Merrill Lynch May 2005 - August 2005
Skills
Account Reconciliation, Accounting, Auditing, Customer Service, Finance, Financial Accounting, Internal Audit, Internal Controls, Financial Statements
Education
University of New Orleans 2007 — 2008
MBA, Finance
Louisiana State University 2003 — 2006
BS, Finance
Jesuit High School
Louisiana State University
Bachelor of Science, Finance
University of New Orleans
Masters of Business Administration, Finance
First NBC Bank February 2010 - Present
Stewart Enterprises, Inc January 2008 - February 2010
Whitney National Bank December 2006 - January 2008
Merrill Lynch May 2005 - August 2005
Skills
Account Reconciliation, Accounting, Auditing, Customer Service, Finance, Financial Accounting, Internal Audit, Internal Controls, Financial Statements
Education
University of New Orleans 2007 — 2008
MBA, Finance
Louisiana State University 2003 — 2006
BS, Finance
Jesuit High School
Louisiana State University
Bachelor of Science, Finance
University of New Orleans
Masters of Business Administration, Finance
C. Scott Lamb, CFP, MBA C. Scott Lamb, CFP, MBA's Merrill Lynch Experience 2005 - 2008
Job Vice President, Strategic Relations
Industry Financial Services
Experience
Loring Ward January 2011 - Present
LPL Financial August 2008 - December 2010
Merrill Lynch 2005 - 2008
Medical Resources Unlimited, Inc 1998 - 2005
United States Navy 1990 - 1998
Skills
Series 7, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management, Client Experience, Practice Management, mutual funds, Wholesaling, Process Development, Marketing Strategy, Partner Relationship..., Presentations, Training, Sales Management, Sales, Oral & Written..., Strategic Planning, Series 65, Certified Financial..., ETFs, Strategy, Series 24, Series 63, Investment Management
Education
San Diego State University-California State University 1998 — 2001
MBA, Entrepreneurship
Loyola Marymount University 1986 — 1990
BA, Business
Loring Ward January 2011 - Present
LPL Financial August 2008 - December 2010
Merrill Lynch 2005 - 2008
Medical Resources Unlimited, Inc 1998 - 2005
United States Navy 1990 - 1998
Skills
Series 7, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, Wealth Management, Client Experience, Practice Management, mutual funds, Wholesaling, Process Development, Marketing Strategy, Partner Relationship..., Presentations, Training, Sales Management, Sales, Oral & Written..., Strategic Planning, Series 65, Certified Financial..., ETFs, Strategy, Series 24, Series 63, Investment Management
Education
San Diego State University-California State University 1998 — 2001
MBA, Entrepreneurship
Loyola Marymount University 1986 — 1990
BA, Business
William Middleton's Merrill Lynch Experience February 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Sealy & Falgoust Commercial Real Estate February 2005 - February 2010
Education
Louisiana State University 1999 — 2005
Merrill Lynch February 2011 - Present
Sealy & Falgoust Commercial Real Estate February 2005 - February 2010
Education
Louisiana State University 1999 — 2005
Eric Grodan Eric Grodan's Merrill Lynch Experience January 2008 - 2014
Job Abbot Downing, a Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing 2014 - Present
Merrill Lynch January 2008 - 2014
California Community Foundation November 2002 - January 2008
Grodan Law Group 2000 - 2008
Survivors of the Shoah Visual History Foundation July 1997 - November 2002
Shoah Foundation Institute University of Southern California 1997 - 2002
Skills
Planned giving..., Estate Planning, Planned Giving, Tax, Endowments, Philanthropy, Trusts, Asset Management, Investments, Financial Advisory, Asset Managment, Estate Law, High Net Worth..., Wealth Management, Charities, Wealth, Estate Tax Planning, Securities, Investment Strategies, Leadership, Personal Finance, Investment Management, Alternative Investments, Trust Services, Asset Allocation, Mutual Funds, Wealth Management..., Uniform Combined State..., Series 7, Investment Advisory, IRAs, Financial Planners, FINRA, Portfolio Management, Trust Management, Life Insurance, Multi-generational..., Charitable Trusts, Long Term Care Insurance, Fiduciary, Private Equity, Financial Planning
Education
Loyola Law School, Loyola Marymount University 2006 — 2012
Master of Laws (LL.M.), Tax
Southwestern University School of Law 1997 — 2000
JD, Law
Michigan State University 1990 — 1994
Bachelor of Arts, Pre-Law
Abbot Downing 2014 - Present
Merrill Lynch January 2008 - 2014
California Community Foundation November 2002 - January 2008
Grodan Law Group 2000 - 2008
Survivors of the Shoah Visual History Foundation July 1997 - November 2002
Shoah Foundation Institute University of Southern California 1997 - 2002
Skills
Planned giving..., Estate Planning, Planned Giving, Tax, Endowments, Philanthropy, Trusts, Asset Management, Investments, Financial Advisory, Asset Managment, Estate Law, High Net Worth..., Wealth Management, Charities, Wealth, Estate Tax Planning, Securities, Investment Strategies, Leadership, Personal Finance, Investment Management, Alternative Investments, Trust Services, Asset Allocation, Mutual Funds, Wealth Management..., Uniform Combined State..., Series 7, Investment Advisory, IRAs, Financial Planners, FINRA, Portfolio Management, Trust Management, Life Insurance, Multi-generational..., Charitable Trusts, Long Term Care Insurance, Fiduciary, Private Equity, Financial Planning
Education
Loyola Law School, Loyola Marymount University 2006 — 2012
Master of Laws (LL.M.), Tax
Southwestern University School of Law 1997 — 2000
JD, Law
Michigan State University 1990 — 1994
Bachelor of Arts, Pre-Law
Frank Hoban Frank Hoban's Merrill Lynch Experience 2008 - February 2009
Job Financial Consultant at M&T Securities
Industry Financial Services
Experience
M&T Securities March 2010 - Present
Tompkins County American Red Cross July 2009 - Present
Merrill Lynch 2008 - February 2009
Bell General Office Credit Union May 2002 - 2007
Ameritech 1996 - 2000
Wisconsin Health Information Network January 1993 - December 1996
Education
Loyola University Chicago
BBA, Marketing
The University of Chicago
MBA, Finance
M&T Securities March 2010 - Present
Tompkins County American Red Cross July 2009 - Present
Merrill Lynch 2008 - February 2009
Bell General Office Credit Union May 2002 - 2007
Ameritech 1996 - 2000
Wisconsin Health Information Network January 1993 - December 1996
Education
Loyola University Chicago
BBA, Marketing
The University of Chicago
MBA, Finance
Mark Chen Mark Chen's Merrill Lynch Experience June 2011 - August 2011
Job Account Manager at Rubicon Project
Industry Information Technology and Services
Experience
Rubicon Project February 2015 - Present
Rubicon Project October 2013 - January 2015
Arrive in Kenya June 2013 - July 2013
NEOGOV June 2012 - December 2012
Merrill Lynch June 2011 - August 2011
Skills
Sales, Salesforce.com, Cold Calling, Microsoft Office, Social Media, Social Media Marketing, Analysis, Social Networking, PowerPoint, Facebook, Macroeconomics, Instagram, MySpace, Administrative..., Community Service, Financial Analysis, Microeconomics, Photography, Industrial Organization, Basketball, Mandarin, Chinese culture, Inventory Management, Experimental Economics, Appointment Scheduling, GoToMeeting, Stata, Client Services, Client Development, Up-selling, MicroStrategy Reporting
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Redwood High School 2005 — 2009
Rubicon Project February 2015 - Present
Rubicon Project October 2013 - January 2015
Arrive in Kenya June 2013 - July 2013
NEOGOV June 2012 - December 2012
Merrill Lynch June 2011 - August 2011
Skills
Sales, Salesforce.com, Cold Calling, Microsoft Office, Social Media, Social Media Marketing, Analysis, Social Networking, PowerPoint, Facebook, Macroeconomics, Instagram, MySpace, Administrative..., Community Service, Financial Analysis, Microeconomics, Photography, Industrial Organization, Basketball, Mandarin, Chinese culture, Inventory Management, Experimental Economics, Appointment Scheduling, GoToMeeting, Stata, Client Services, Client Development, Up-selling, MicroStrategy Reporting
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Redwood High School 2005 — 2009
Jacob Trujillo Jacob Trujillo's Merrill Lynch Experience June 2015 - August 2015
Job Student at Loyola University of Chicago Quinlan School of Business 2017
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Starbucks May 2012 - September 2012
Skills
Team Leadership, Business Strategy, Communication Skills, Critical Thinking, Problem Solving, Innovation, Data Analysis, Microsoft Word, Teamwork, Customer Service, Leadership, Microsoft Excel, Public Speaking
Education
Loyola University Chicago 2013 — 2017
Finance
Loyola University Chicago
Merrill Lynch June 2015 - August 2015
Starbucks May 2012 - September 2012
Skills
Team Leadership, Business Strategy, Communication Skills, Critical Thinking, Problem Solving, Innovation, Data Analysis, Microsoft Word, Teamwork, Customer Service, Leadership, Microsoft Excel, Public Speaking
Education
Loyola University Chicago 2013 — 2017
Finance
Loyola University Chicago
Jessica Murphy Jessica Murphy's Merrill Lynch Experience July 2006 - June 2008
Job Consultant
Industry Financial Services
Experience
AlternaStreet Consulting LLC January 2010 - Present
Capital One September 2010 - June 2012
Standard Parking June 2008 - August 2010
Merrill Lynch July 2006 - June 2008
Skills
Due Diligence, Project Management, Financial Services, Financial Modeling, Financial Analysis, Marketing, Analytics, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Masters, Business
Loyola University Chicago 2005 — 2006
Paralegal Certificate, Paralegal Studies
AlternaStreet Consulting LLC January 2010 - Present
Capital One September 2010 - June 2012
Standard Parking June 2008 - August 2010
Merrill Lynch July 2006 - June 2008
Skills
Due Diligence, Project Management, Financial Services, Financial Modeling, Financial Analysis, Marketing, Analytics, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Masters, Business
Loyola University Chicago 2005 — 2006
Paralegal Certificate, Paralegal Studies
Sergio Collette's Merrill Lynch Experience May 2006 - Present
Job Assistant Vice President Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2006 - Present
Education
Louisiana State University
Economics
Merrill Lynch May 2006 - Present
Education
Louisiana State University
Economics
Robert Campi's Merrill Lynch Experience 1994 - 1997
Job President & CEO, PERSONA
Industry Investment Banking
Experience
PERSONA December 2011 - Present
Wells Fargo Advisors, LLC March 2010 - December 2011
Lehman Brothers 2000 - 2002
UBS Warburg 1999 - 2000
Deutsche Bank Alex Brown 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Securities, Private Equity, Series 7, Investment Banking, Derivatives, Human Capital Management, Insurance, Employee Benefits, Payroll, Customer Service, Financial Risk
Education
Louisiana State University 1977 — 1983
BFA, Graphic Design
PERSONA December 2011 - Present
Wells Fargo Advisors, LLC March 2010 - December 2011
Lehman Brothers 2000 - 2002
UBS Warburg 1999 - 2000
Deutsche Bank Alex Brown 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Securities, Private Equity, Series 7, Investment Banking, Derivatives, Human Capital Management, Insurance, Employee Benefits, Payroll, Customer Service, Financial Risk
Education
Louisiana State University 1977 — 1983
BFA, Graphic Design
Samantha Walters's Merrill Lynch Experience October 2001 - April 2006
Job Technical Recruiter at McRae Agency
Industry Human Resources
Experience
McRae Agency April 2006 - Present
Merrill Lynch October 2001 - April 2006
Progress Software June 1998 - September 2001
Skills
Human Resources, Recruiting, Technical Recruiting, Corporate Recruiting, Computers, Writing, Computer Software..., Performance Management, Interviews, Employee Relations, Screening Resumes, Onboarding, Training, Internet Recruiting, Screening, Talent Acquisition, Contract Recruitment, Talent Management
Education
Louisiana State University 1994 — 1998
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
McRae Agency April 2006 - Present
Merrill Lynch October 2001 - April 2006
Progress Software June 1998 - September 2001
Skills
Human Resources, Recruiting, Technical Recruiting, Corporate Recruiting, Computers, Writing, Computer Software..., Performance Management, Interviews, Employee Relations, Screening Resumes, Onboarding, Training, Internet Recruiting, Screening, Talent Acquisition, Contract Recruitment, Talent Management
Education
Louisiana State University 1994 — 1998
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General
Maribeth Anderson, PMP Maribeth Anderson, PMP's Merrill Lynch Experience January 2008 - March 2008
Job Sr. Project Manager/Consultant at Trustmark Companies
Industry Information Technology and Services
Experience
Trustmark Companies April 2013 - Present
The Pampered Chef November 2012 - February 2013
Northern Trust March 2012 - November 2012
Hospira August 2009 - April 2012
MBA Cubed, Inc. October 2007 - August 2009
United Stationers March 2008 - October 2008
Merrill Lynch January 2008 - March 2008
Wheels, Inc 2004 - 2007
Anexsys, LLC 2002 - 2003
Anexsys, LLC 1998 - 2002
Skills
Financial Services, Project Management, Problem Solving, Team Leadership, Business Process..., Program Management, SAP Project Management, CRM, Management, Business Strategy, Leadership, Strategy, Business Analysis, Management Consulting, Marketing, PMO, Integration, Risk Management, Product Management, Business Development, Business Intelligence, Analysis, SDLC, Enterprise Software, SharePoint, Consulting, Software Development, ITIL, Quality Assurance, SAP, Vendor Management, IT Strategy
Education
Loyola University Chicago
Masters of Business Administration
Northern Illinois University
Bachelor of Science
Trustmark Companies April 2013 - Present
The Pampered Chef November 2012 - February 2013
Northern Trust March 2012 - November 2012
Hospira August 2009 - April 2012
MBA Cubed, Inc. October 2007 - August 2009
United Stationers March 2008 - October 2008
Merrill Lynch January 2008 - March 2008
Wheels, Inc 2004 - 2007
Anexsys, LLC 2002 - 2003
Anexsys, LLC 1998 - 2002
Skills
Financial Services, Project Management, Problem Solving, Team Leadership, Business Process..., Program Management, SAP Project Management, CRM, Management, Business Strategy, Leadership, Strategy, Business Analysis, Management Consulting, Marketing, PMO, Integration, Risk Management, Product Management, Business Development, Business Intelligence, Analysis, SDLC, Enterprise Software, SharePoint, Consulting, Software Development, ITIL, Quality Assurance, SAP, Vendor Management, IT Strategy
Education
Loyola University Chicago
Masters of Business Administration
Northern Illinois University
Bachelor of Science
Helen Sipsas, MBA, CFP® Helen Sipsas, MBA, CFP®'s Merrill Lynch Experience January 2006 - April 2009
Job Managing Principal at Peak Wealth Advisors
Industry Investment Management
Experience
Peak Wealth Advisors May 2009 - Present
Merrill Lynch January 2006 - April 2009
Sandpiper Capital 2000 - 2002
FINOVA Capital Corporation 1993 - 2000
City National Bank 1992 - 1993
Skills
Investments, Portfolio Management, Strategic Financial..., Corporate Finance, Financial Advisory, Retirement Planning, 401k, Mergers & Acquisitions, Cash Flow, Wealth Management, Mergers, Public Speaking, Investment Management, Financial Services, Asset Management, Retirement, Investment Advisory, Strategic Planning, Financial Analysis, Business Planning, Funding, Due Diligence, Mutual Funds, Credit, Retirement Plan..., Investment Strategies, Financial Planning, Estate Planning
Education
University of Southern California - Marshall School of Business 1988 — 1991
B.S., Finance
Loyola Marymount University 1993 — 1995
MBA -Finance Emphasis, Master of Business Administration
Peak Wealth Advisors May 2009 - Present
Merrill Lynch January 2006 - April 2009
Sandpiper Capital 2000 - 2002
FINOVA Capital Corporation 1993 - 2000
City National Bank 1992 - 1993
Skills
Investments, Portfolio Management, Strategic Financial..., Corporate Finance, Financial Advisory, Retirement Planning, 401k, Mergers & Acquisitions, Cash Flow, Wealth Management, Mergers, Public Speaking, Investment Management, Financial Services, Asset Management, Retirement, Investment Advisory, Strategic Planning, Financial Analysis, Business Planning, Funding, Due Diligence, Mutual Funds, Credit, Retirement Plan..., Investment Strategies, Financial Planning, Estate Planning
Education
University of Southern California - Marshall School of Business 1988 — 1991
B.S., Finance
Loyola Marymount University 1993 — 1995
MBA -Finance Emphasis, Master of Business Administration
Tom Linn's Merrill Lynch Experience 1993 - 1995
Job Branch Manager / Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
Financial Planning Association (FPA) 2012 - 2015
H&R Block Financial Advisors January 1996 - 2007
Merrill Lynch 1993 - 1995
Education
Louisiana State University 1991 — 1995
BS, Finance
Ameriprise Financial 2008 - Present
Financial Planning Association (FPA) 2012 - 2015
H&R Block Financial Advisors January 1996 - 2007
Merrill Lynch 1993 - 1995
Education
Louisiana State University 1991 — 1995
BS, Finance
Kevin McCann Kevin McCann's Merrill Lynch Experience January 1979 - January 1980
Job President of McCann Windows | Home Exteriors Expert
Industry Construction
Experience
McCann Window & Exteriors 1990 - Present
House of Vinyl Ltd. May 1982 - March 1990
Merrill Lynch January 1979 - January 1980
Skills
Basements, Aging in Place, Residential Homes, Social Media, Construction, Construction Management, Bathrooms, Restoration, Strategic Planning, Marketing Communications, Custom Homes, Gutters, Pre-construction, Time Management, Doors, Renovation, Exterior, Group Dynamics, Replacement Windows, Leadership, Home Improvement, Green Building, Finish, Contractors, Small Business, Sales, Team Building, Sales Management, Budgets, Customer Service
Education
Wright Institute 2005 — 2010
Personal and Professional Development
Loyola University Chicago 1989 — 1991
Clinical Social Work
Mundelein College 1986 — 1989
Bachelor, Social Work
Southern Illinois University, Carbondale 1975 — 1977
Social Work
Mount Carmel High School 1968 — 1972
high school
McCann Window & Exteriors 1990 - Present
House of Vinyl Ltd. May 1982 - March 1990
Merrill Lynch January 1979 - January 1980
Skills
Basements, Aging in Place, Residential Homes, Social Media, Construction, Construction Management, Bathrooms, Restoration, Strategic Planning, Marketing Communications, Custom Homes, Gutters, Pre-construction, Time Management, Doors, Renovation, Exterior, Group Dynamics, Replacement Windows, Leadership, Home Improvement, Green Building, Finish, Contractors, Small Business, Sales, Team Building, Sales Management, Budgets, Customer Service
Education
Wright Institute 2005 — 2010
Personal and Professional Development
Loyola University Chicago 1989 — 1991
Clinical Social Work
Mundelein College 1986 — 1989
Bachelor, Social Work
Southern Illinois University, Carbondale 1975 — 1977
Social Work
Mount Carmel High School 1968 — 1972
high school
Antreas Hindoyan Antreas Hindoyan's Merrill Lynch Experience 2001 - 2001
Job Attorney at Hindoyan & Associates, APC
Industry Law Practice
Experience
Hindoyan, Philips & Ulloa, APC September 2012 - Present
Geragos & Geragos, New York June 2011 - October 2012
PricewaterhouseCoopers September 2006 - June 2011
U.S. Department of Justice 2008 - 2009
Sony Pictures Entertainment 2005 - 2006
Aidikoff, Uhl & Baktiari 2001 - 2002
Merrill Lynch 2001 - 2001
Skills
Tax, Tax Law, International Tax, Corporate Law, Mergers, Estate Planning, Real Estate
Education
Loyola Law School, Los Angeles 2007 — 2010
J.D., Taxation; Accounting
University of Southern California 2004 — 2006
Master of Taxation, Taxation; Accounting
University of Southern California - Marshall School of Business 2004 — 2006
Masters of Business Taxation
Hindoyan, Philips & Ulloa, APC September 2012 - Present
Geragos & Geragos, New York June 2011 - October 2012
PricewaterhouseCoopers September 2006 - June 2011
U.S. Department of Justice 2008 - 2009
Sony Pictures Entertainment 2005 - 2006
Aidikoff, Uhl & Baktiari 2001 - 2002
Merrill Lynch 2001 - 2001
Skills
Tax, Tax Law, International Tax, Corporate Law, Mergers, Estate Planning, Real Estate
Education
Loyola Law School, Los Angeles 2007 — 2010
J.D., Taxation; Accounting
University of Southern California 2004 — 2006
Master of Taxation, Taxation; Accounting
University of Southern California - Marshall School of Business 2004 — 2006
Masters of Business Taxation
Meagan Campbell Shields's Merrill Lynch Experience August 2004 - July 2008
Job _
Industry Investment Management
Experience
Louisiana Workers' Compensation Corporation June 2012 - May 2014
Louisiana Workers' Compensation Corporation May 2010 - June 2012
Teachers' Retirement System of Louisiana September 2008 - May 2010
Merrill Lynch August 2004 - July 2008
Skills
Financial Analysis, Asset Allocation, Bloomberg, Financial Modeling, Investments, Wealth Management, Analysis, Corporate Finance, Finance, Fixed Income, Microsoft Excel, Portfolio Management, Risk Management, Valuation
Education
Louisiana State University
MS & BS, Finance
Louisiana Workers' Compensation Corporation June 2012 - May 2014
Louisiana Workers' Compensation Corporation May 2010 - June 2012
Teachers' Retirement System of Louisiana September 2008 - May 2010
Merrill Lynch August 2004 - July 2008
Skills
Financial Analysis, Asset Allocation, Bloomberg, Financial Modeling, Investments, Wealth Management, Analysis, Corporate Finance, Finance, Fixed Income, Microsoft Excel, Portfolio Management, Risk Management, Valuation
Education
Louisiana State University
MS & BS, Finance
Kristina Meyers Kristina Meyers's Merrill Lynch Experience May 2015 - August 2015
Job Student at Loyola Marymount University
Industry
Experience
Merrill Lynch May 2015 - August 2015
Del Monte Foods, Inc. May 2014 - August 2014
Gazoozle August 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Leadership, Event Planning, Customer Service, Social Networking
Education
Loyola Marymount University 2012 — 2016
Bachelor of Science, Political Science
San Domenico High School 2008 — 2012
High School
Merrill Lynch May 2015 - August 2015
Del Monte Foods, Inc. May 2014 - August 2014
Gazoozle August 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Leadership, Event Planning, Customer Service, Social Networking
Education
Loyola Marymount University 2012 — 2016
Bachelor of Science, Political Science
San Domenico High School 2008 — 2012
High School
Brian Felten's Merrill Lynch Experience June 2004 - June 2006
Job Commercial and Residential Real Estate/Property Management
Industry Commercial Real Estate
Experience
Moss and Company August 2013 - Present
Loyola High School August 2005 - June 2013
Strike One Baseball 2008 - 2013
Merrill Lynch June 2004 - June 2006
Skills
Teaching, Coaching, Team Building, Team Leadership, Public Speaking, Budgeting, Finance, Strategic Planning, Scheduling, Statistics, Financial Planning, Leadership Development, Management, Relationship Management, Building Relationships, Operating Budgets, Problem Solving, strateg, Multi Tasking, Financial Analysis, Sports, Organization, Mathematics, Budgets, Sales, Fundraising, Social Networking, Event Planning, Nonprofits, Leadership, Customer Service, Marketing, Analysis, Microsoft Excel, Event Management, Data Analysis, Athletics, Higher Education, Marketing Strategy, Microsoft Office, Investments, Business Strategy, Sports Coaching, Business Planning, Research, Sports Marketing, Negotiation, Strategy, New Business Development, Payroll
Education
Grand Canyon University
Masters in Educational and Instructional Technology, Curriculum and Instructional Technology
Loyola Marymount University 1997 — 2001
BA, Business Administration
Crespi Carmelite High School 1994 — 1997
High School Diploma
Moss and Company August 2013 - Present
Loyola High School August 2005 - June 2013
Strike One Baseball 2008 - 2013
Merrill Lynch June 2004 - June 2006
Skills
Teaching, Coaching, Team Building, Team Leadership, Public Speaking, Budgeting, Finance, Strategic Planning, Scheduling, Statistics, Financial Planning, Leadership Development, Management, Relationship Management, Building Relationships, Operating Budgets, Problem Solving, strateg, Multi Tasking, Financial Analysis, Sports, Organization, Mathematics, Budgets, Sales, Fundraising, Social Networking, Event Planning, Nonprofits, Leadership, Customer Service, Marketing, Analysis, Microsoft Excel, Event Management, Data Analysis, Athletics, Higher Education, Marketing Strategy, Microsoft Office, Investments, Business Strategy, Sports Coaching, Business Planning, Research, Sports Marketing, Negotiation, Strategy, New Business Development, Payroll
Education
Grand Canyon University
Masters in Educational and Instructional Technology, Curriculum and Instructional Technology
Loyola Marymount University 1997 — 2001
BA, Business Administration
Crespi Carmelite High School 1994 — 1997
High School Diploma
Humphrey Yang's Merrill Lynch Experience September 2012 - May 2013
Job Live Operations Analyst at Machine Zone, Inc.
Industry Computer Games
Experience
Machine Zone, Inc. August 2014 - Present
Machine Zone, Inc. April 2014 - August 2014
Woodside Capital Partners December 2013 - March 2014
Merrill Lynch September 2012 - May 2013
Kabam / Watercooler-Inc March 2011 - March 2012
Skills
Product Management, Social Media, Competitive Analysis, Start-ups, Analytics, Social Networking, Microsoft Excel, Financial Modeling, Social Games, Business Development, Quality Assurance, Agile Project Management, Analysis, Leadership, Marketing, Business Strategy, Social Media Marketing, Project Management, Online Marketing
Education
Loyola Marymount University, College of Business Administration
Finance, Business Administration
University of Washington
Woodside Priory
Machine Zone, Inc. August 2014 - Present
Machine Zone, Inc. April 2014 - August 2014
Woodside Capital Partners December 2013 - March 2014
Merrill Lynch September 2012 - May 2013
Kabam / Watercooler-Inc March 2011 - March 2012
Skills
Product Management, Social Media, Competitive Analysis, Start-ups, Analytics, Social Networking, Microsoft Excel, Financial Modeling, Social Games, Business Development, Quality Assurance, Agile Project Management, Analysis, Leadership, Marketing, Business Strategy, Social Media Marketing, Project Management, Online Marketing
Education
Loyola Marymount University, College of Business Administration
Finance, Business Administration
University of Washington
Woodside Priory
Caroline Moran Caroline Moran's Merrill Lynch Experience June 2014 - September 2014
Job Intern at MKTG INC
Industry
Experience
MKTG INC June 2015 - Present
Loyola Marymount University March 2014 - Present
Merrill Lynch June 2014 - September 2014
BJ's Restaurants, Inc. May 2014 - August 2014
Loyola Marymount University September 2013 - January 2014
The Philadelphia Foundation January 2011 - January 2012
Skills
Event Planning, Fundraising, Community Outreach, Research, Public Speaking, Nonprofits, Social Media, Grant Writing, Volunteer Management, Social Networking, Editing, Event Management, Public Relations, PowerPoint, Facebook, Social Media Marketing, Philanthropy, Microsoft Office, Marketing, Program Development, Press Releases
Education
Loyola Marymount University 2012 — 2016
Communications and Biology
Conestoga High School 2008 — 2012
High School
MKTG INC June 2015 - Present
Loyola Marymount University March 2014 - Present
Merrill Lynch June 2014 - September 2014
BJ's Restaurants, Inc. May 2014 - August 2014
Loyola Marymount University September 2013 - January 2014
The Philadelphia Foundation January 2011 - January 2012
Skills
Event Planning, Fundraising, Community Outreach, Research, Public Speaking, Nonprofits, Social Media, Grant Writing, Volunteer Management, Social Networking, Editing, Event Management, Public Relations, PowerPoint, Facebook, Social Media Marketing, Philanthropy, Microsoft Office, Marketing, Program Development, Press Releases
Education
Loyola Marymount University 2012 — 2016
Communications and Biology
Conestoga High School 2008 — 2012
High School
Christina Quisno Christina Quisno's Merrill Lynch Experience June 2012 - August 2012
Job Finance Management Trainee
Industry Financial Services
Experience
Nestlé June 2015 - Present
Nestlé June 2014 - August 2014
Merrill Lynch June 2012 - August 2012
Loyola Marymount University September 2011 - May 2012
Noland, Hamerly, Ettiene & Hoss, LLC July 2010 - January 2012
Skills
Microsoft Office, Adobe Acrobat, Thompson One, Salesforce.com, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Corporate Finance
Education
Loyola Marymount University 2011 — 2015
Bachelor of Business Administration (BBA) in Finance; BA in Economics, Junior
Santa Catalina School 2007 — 2011
Nestlé June 2015 - Present
Nestlé June 2014 - August 2014
Merrill Lynch June 2012 - August 2012
Loyola Marymount University September 2011 - May 2012
Noland, Hamerly, Ettiene & Hoss, LLC July 2010 - January 2012
Skills
Microsoft Office, Adobe Acrobat, Thompson One, Salesforce.com, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Corporate Finance
Education
Loyola Marymount University 2011 — 2015
Bachelor of Business Administration (BBA) in Finance; BA in Economics, Junior
Santa Catalina School 2007 — 2011
Emmett Burns Emmett Burns's Merrill Lynch Experience June 2015 - August 2015
Job Financial Advisor Intern at Merrill Lynch
Industry Financial Services
Experience
Edelman June 2014 - Present
Merrill Lynch June 2015 - August 2015
Loyola University Chicago Undergraduate Admission February 2012 - May 2014
Lowe's Home Improvement May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Retail, Community Outreach, Customer Service, PowerPoint, Public Speaking, Leadership, Teamwork, Research, Time Management, Facebook, Social Media, Event Planning, Social Networking, Data Analysis, Communication, Management, Access, Editing, Team Leadership, Critical Thinking
Education
Loyola University Chicago 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Management, Senior
Edelman June 2014 - Present
Merrill Lynch June 2015 - August 2015
Loyola University Chicago Undergraduate Admission February 2012 - May 2014
Lowe's Home Improvement May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Retail, Community Outreach, Customer Service, PowerPoint, Public Speaking, Leadership, Teamwork, Research, Time Management, Facebook, Social Media, Event Planning, Social Networking, Data Analysis, Communication, Management, Access, Editing, Team Leadership, Critical Thinking
Education
Loyola University Chicago 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Management, Senior
Guadalupe Lopez Guadalupe Lopez's Merrill Lynch Experience January 2003 - May 2003
Job Lead Financial Analyst
Industry Utilities
Experience
Southern California Edison April 2013 - Present
Southern California Edison February 2011 - April 2013
The Boeing Company September 2007 - February 2011
Boeing December 2004 - September 2007
Merrill Lynch January 2003 - May 2003
Skills
Forecasting, Process Improvement, Variance Analysis, Analysis, Financial Modeling, Financial Analysis, Program Management, Cross-functional Team..., Finance, Leadership, Earned Value Management, Budgets, Account Reconciliation, Business Analysis, Sarbanes-Oxley Act, Financial Accounting, Business Process..., Financial Reporting, Long Range Planning, People Skills, Budget Reconciliation, Operating Budgets, Cross-cultural Teams, Report Writing, Building Relationships, SAP, Cost Benefit, Financial Audits, Financial Statements, Internal Audit, Profit and Loss, Presentations, Team Building, Driven By Results, Passionate about work, Accountability, KPI Dashboards
Education
Loyola Marymount University, College of Business Administration 2001 — 2003
Bachelor of Business Administration (BBA), Finance
Southern California Edison April 2013 - Present
Southern California Edison February 2011 - April 2013
The Boeing Company September 2007 - February 2011
Boeing December 2004 - September 2007
Merrill Lynch January 2003 - May 2003
Skills
Forecasting, Process Improvement, Variance Analysis, Analysis, Financial Modeling, Financial Analysis, Program Management, Cross-functional Team..., Finance, Leadership, Earned Value Management, Budgets, Account Reconciliation, Business Analysis, Sarbanes-Oxley Act, Financial Accounting, Business Process..., Financial Reporting, Long Range Planning, People Skills, Budget Reconciliation, Operating Budgets, Cross-cultural Teams, Report Writing, Building Relationships, SAP, Cost Benefit, Financial Audits, Financial Statements, Internal Audit, Profit and Loss, Presentations, Team Building, Driven By Results, Passionate about work, Accountability, KPI Dashboards
Education
Loyola Marymount University, College of Business Administration 2001 — 2003
Bachelor of Business Administration (BBA), Finance
Jake Whisler Jake Whisler's Merrill Lynch Experience May 2012 - August 2012
Job Associate Product Manager at Activision
Industry Entertainment
Experience
Activision April 2015 - Present
Belkin May 2013 - April 2015
Belkin January 2013 - April 2013
Belkin October 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Loyola Marymount University September 2009 - May 2012
Macy's June 2010 - July 2011
Skills
Product Management, Market Research, Social Media, Financial Analysis, Product Development, Competitive Analysis, Program Management, Team Leadership, Google Adwords, SEO, Social Networking, Marketing, Salesforce, SurveyMonkey, Microsoft Office, ExactTarget, Public Speaking, Sales, Mac, PC, Thompson One, NPD, Business Objects, PCM, Customer Service, Finance
Education
Loyola Marymount University, College of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Major: Finance. Focuses: Management, Marketing.
Activision April 2015 - Present
Belkin May 2013 - April 2015
Belkin January 2013 - April 2013
Belkin October 2012 - December 2012
Merrill Lynch May 2012 - August 2012
Loyola Marymount University September 2009 - May 2012
Macy's June 2010 - July 2011
Skills
Product Management, Market Research, Social Media, Financial Analysis, Product Development, Competitive Analysis, Program Management, Team Leadership, Google Adwords, SEO, Social Networking, Marketing, Salesforce, SurveyMonkey, Microsoft Office, ExactTarget, Public Speaking, Sales, Mac, PC, Thompson One, NPD, Business Objects, PCM, Customer Service, Finance
Education
Loyola Marymount University, College of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Major: Finance. Focuses: Management, Marketing.
Michael Wesbrooks's Merrill Lynch Experience 1993 - 2000
Job Complex Director, UBS
Industry Financial Services
Nicolas Colarossi's Merrill Lynch Experience June 2012 - August 2012
Job Project Manager at Norcross Furniture Company
Industry Hospitality
Experience
Norcross Furniture Company September 2014 - Present
Monex Deposit Company January 2014 - August 2014
Loyola Marymount University August 2012 - January 2014
Merrill Lynch June 2012 - August 2012
Victus Capital Wealth, LLC January 2012 - May 2012
WISH Charter Elementary School October 2011 - May 2012
Skills
Project Management, Customer Relations, Requirements Management, Sales Operations, Leadership, Investments, Wealth Management, Entrepreneurship, Marketing, Financial Advisory, Economics, Microsoft Excel, Strategy, Business Development, Business Strategy, Market Research, Finance, New Business Development
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science, Economics
Norcross Furniture Company September 2014 - Present
Monex Deposit Company January 2014 - August 2014
Loyola Marymount University August 2012 - January 2014
Merrill Lynch June 2012 - August 2012
Victus Capital Wealth, LLC January 2012 - May 2012
WISH Charter Elementary School October 2011 - May 2012
Skills
Project Management, Customer Relations, Requirements Management, Sales Operations, Leadership, Investments, Wealth Management, Entrepreneurship, Marketing, Financial Advisory, Economics, Microsoft Excel, Strategy, Business Development, Business Strategy, Market Research, Finance, New Business Development
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science, Economics
Matt Nelson, MBA's Merrill Lynch Experience January 2015 - Present
Job Financial Advisor at Merrill Lynch and Head Coach / Owner at Matt Nelson Kicking Academy, LLC
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Matt Nelson Kicking Academy September 2013 - Present
Merrill Lynch February 2014 - January 2015
Louisiana Tech University June 2009 - December 2012
Merrill Lynch June 2012 - August 2012
Squire Creek Country Club April 2012 - August 2012
Clearwater Managment June 2007 - July 2009
Skills
Portfolio Management, Wealth Management, Financial Analysis, Financial Reporting, Corporate Finance, Personal Finance, International Finance, Investments, Commercial Lending, Management, Economics, Leadership, Finance, Data Analysis, Time Management
Education
Louisiana Tech University 2012 — 2013
Master, Business Administration
Louisiana Tech University 2009 — 2012
Bachelor of Science (BS), Finance, General
Merrill Lynch January 2015 - Present
Matt Nelson Kicking Academy September 2013 - Present
Merrill Lynch February 2014 - January 2015
Louisiana Tech University June 2009 - December 2012
Merrill Lynch June 2012 - August 2012
Squire Creek Country Club April 2012 - August 2012
Clearwater Managment June 2007 - July 2009
Skills
Portfolio Management, Wealth Management, Financial Analysis, Financial Reporting, Corporate Finance, Personal Finance, International Finance, Investments, Commercial Lending, Management, Economics, Leadership, Finance, Data Analysis, Time Management
Education
Louisiana Tech University 2012 — 2013
Master, Business Administration
Louisiana Tech University 2009 — 2012
Bachelor of Science (BS), Finance, General
Ricky Hinton's Merrill Lynch Experience 2007 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Wells Fargo Home Mortgage June 2003 - August 2007
Skills
Financial Analysis, Mortgage Lending, Credit, Insurance, Credit Analysis, Relationship Management, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Underwriting, Retirement, Investment Strategies, Financial Advisory, Investments, Strategic Financial..., Securities, Alternative Investments, Loans, Series 6, Finance, Banking, Residential Mortgages, Commercial Lending, Commercial Banking, Consumer Lending, Lines Of Credit
Education
Louisiana Tech University 1999 — 2002
Bachelor of Science (B.S.), Accounting
Merrill Lynch 2007 - Present
Wells Fargo Home Mortgage June 2003 - August 2007
Skills
Financial Analysis, Mortgage Lending, Credit, Insurance, Credit Analysis, Relationship Management, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Underwriting, Retirement, Investment Strategies, Financial Advisory, Investments, Strategic Financial..., Securities, Alternative Investments, Loans, Series 6, Finance, Banking, Residential Mortgages, Commercial Lending, Commercial Banking, Consumer Lending, Lines Of Credit
Education
Louisiana Tech University 1999 — 2002
Bachelor of Science (B.S.), Accounting
Kevin Mikan Kevin Mikan's Merrill Lynch Experience September 2012 - Present
Job UHNW Wealth Strategist Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Western National Trust Company July 2005 - March 2012
Contango Capital Advisors April 2004 - March 2012
Skills
Asset Management, Investments, Portfolio Management, Succession Planning, Estate Planning, Wealth Management..., Wealth, Financial Advisory, Wealth Management, Mergers & Acquisitions, Strategic Financial...
Education
University of the Pacific - McGeorge School of Law 1986 — 1989
Doctor of Law (JD)
Loyola Marymount University
Bachelor's degree
Merrill Lynch September 2012 - Present
Western National Trust Company July 2005 - March 2012
Contango Capital Advisors April 2004 - March 2012
Skills
Asset Management, Investments, Portfolio Management, Succession Planning, Estate Planning, Wealth Management..., Wealth, Financial Advisory, Wealth Management, Mergers & Acquisitions, Strategic Financial...
Education
University of the Pacific - McGeorge School of Law 1986 — 1989
Doctor of Law (JD)
Loyola Marymount University
Bachelor's degree
Angela Tawfilis's Merrill Lynch Experience August 2015 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Glass Malek Glass May 2015 - August 2015
Wells Fargo Advisors June 2013 - April 2015
Wells Fargo Advisors February 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - February 2013
CFO's Office-Loyola Marymount University May 2011 - October 2012
President's Office-Loyola Marymount University January 2012 - May 2012
Loyola Marymount University January 2011 - May 2012
Islands Restaurants July 2010 - October 2010
Alexandra DiNovi May 2010 - August 2010
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts, Finance, 3.7
Merrill Lynch August 2015 - Present
Glass Malek Glass May 2015 - August 2015
Wells Fargo Advisors June 2013 - April 2015
Wells Fargo Advisors February 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - February 2013
CFO's Office-Loyola Marymount University May 2011 - October 2012
President's Office-Loyola Marymount University January 2012 - May 2012
Loyola Marymount University January 2011 - May 2012
Islands Restaurants July 2010 - October 2010
Alexandra DiNovi May 2010 - August 2010
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts, Finance, 3.7
Ethan Adshade's Merrill Lynch Experience May 2012 - August 2012
Job Math Teacher at Green Dot Public Schools
Industry Financial Services
Experience
Green Dot Public Schools July 2013 - June 2015
Teach for America August 2012 - May 2013
Merrill Lynch May 2012 - August 2012
Mr. Youth & Repnation June 2011 - January 2012
JFRD Ocean Rescue May 2007 - September 2011
Skills
Social Media, Facebook, Event Planning, PowerPoint, Social Media Marketing, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Outlook
Education
Loyola Marymount University 2013 — 2015
Master of Education (M.Ed.), Urban Education - Focus in Digital Literacy
University of Florida 2009 — 2013
Finance, Economics, Business
University of Florida 2009 — 2013
Finanace, Business
Green Dot Public Schools July 2013 - June 2015
Teach for America August 2012 - May 2013
Merrill Lynch May 2012 - August 2012
Mr. Youth & Repnation June 2011 - January 2012
JFRD Ocean Rescue May 2007 - September 2011
Skills
Social Media, Facebook, Event Planning, PowerPoint, Social Media Marketing, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Social Networking, Public Speaking, Outlook
Education
Loyola Marymount University 2013 — 2015
Master of Education (M.Ed.), Urban Education - Focus in Digital Literacy
University of Florida 2009 — 2013
Finance, Economics, Business
University of Florida 2009 — 2013
Finanace, Business
Jennifer Fematt Jennifer Fematt's Merrill Lynch Experience April 2011 - July 2012
Job Broker Associate, Realtor® Cal BRE#01932837
Industry Real Estate
Experience
John Aaroe Group January 2015 - Present
Coldwell Banker August 2013 - January 2015
Merrill Lynch April 2011 - July 2012
Merrill Lynch February 2007 - April 2011
Morgan Stanley July 2005 - October 2006
UBS January 2003 - July 2005
Skills
Estate Planning, High Net Worth..., Series 7, New Business Development, Investments, Financial Advisory, Sales, Uniform Combined State..., Investment Advisory, Strategic Financial..., Financial Services, Investment Strategies, Real Estate Transactions, Listing Homes, Sellers, First Time Home Buyers, Multiple Listing Service, Real Estate, Luxury, Customer Service, Relationship Development, Relationship Management, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Presenting to Clients, External Sales, Sales Presentations, Microsoft Office, Microsoft Excel, Financial Analysis, Philanthropy, Non-profits, Private Foundations, Series 66, Personal Financial..., Trust Services, Private Banking, Money Managers, Social Networking, Mutual Funds, Series 65, Financial Planning, Asset Management
Education
Loyola Marymount University 1999 — 2002
Bachelor of Arts (B.A.), Finance, General
Marina High School
University of Pennsylvania - The Wharton School
Certificate, The Client Relationship Program
John Aaroe Group January 2015 - Present
Coldwell Banker August 2013 - January 2015
Merrill Lynch April 2011 - July 2012
Merrill Lynch February 2007 - April 2011
Morgan Stanley July 2005 - October 2006
UBS January 2003 - July 2005
Skills
Estate Planning, High Net Worth..., Series 7, New Business Development, Investments, Financial Advisory, Sales, Uniform Combined State..., Investment Advisory, Strategic Financial..., Financial Services, Investment Strategies, Real Estate Transactions, Listing Homes, Sellers, First Time Home Buyers, Multiple Listing Service, Real Estate, Luxury, Customer Service, Relationship Development, Relationship Management, Social Media, Social Media Marketing, Marketing Communications, Marketing Strategy, Presenting to Clients, External Sales, Sales Presentations, Microsoft Office, Microsoft Excel, Financial Analysis, Philanthropy, Non-profits, Private Foundations, Series 66, Personal Financial..., Trust Services, Private Banking, Money Managers, Social Networking, Mutual Funds, Series 65, Financial Planning, Asset Management
Education
Loyola Marymount University 1999 — 2002
Bachelor of Arts (B.A.), Finance, General
Marina High School
University of Pennsylvania - The Wharton School
Certificate, The Client Relationship Program
Gabriela Heffernan's Merrill Lynch Experience January 2000 - January 2003
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Putnam Investments January 2013 - September 2014
Prudential Retirement January 2003 - December 2012
Merrill Lynch January 2000 - January 2003
Hoffmann-La Roche October 1990 - November 1993
Skills
Retirement Planning, Mutual Funds, Series 7, Series 63, Investment Advisory, Investments, 401k, Wealth Management, Retirement, Asset Managment, Series 6, Strategic Financial...
Education
Loyola Marymount University, College of Business Administration 1984 — 1988
BA, Business Marketing
Fidelity Investments September 2014 - Present
Putnam Investments January 2013 - September 2014
Prudential Retirement January 2003 - December 2012
Merrill Lynch January 2000 - January 2003
Hoffmann-La Roche October 1990 - November 1993
Skills
Retirement Planning, Mutual Funds, Series 7, Series 63, Investment Advisory, Investments, 401k, Wealth Management, Retirement, Asset Managment, Series 6, Strategic Financial...
Education
Loyola Marymount University, College of Business Administration 1984 — 1988
BA, Business Marketing
Julie Exum Julie Exum's Merrill Lynch Experience September 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Skills
Customer Service, Research, Outlook, Photoshop, Public Speaking
Education
Loyola Marymount University 1984 — 1986
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Merrill Lynch September 2011 - Present
Skills
Customer Service, Research, Outlook, Photoshop, Public Speaking
Education
Loyola Marymount University 1984 — 1986
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Anthony Demarco Anthony Demarco's Merrill Lynch Experience May 2001 - April 2006
Job Fund Administrator at The Auburn Fund
Industry Investment Banking
Experience
The Auburn Fund June 2006 - Present
Merrill Lynch May 2001 - April 2006
Skills
Accounting, Youth Mentoring, Military Training, Scuba Diving, Landlord, Investments, Loans, Asset Managment, Valuation, Corporate Finance, Equities, Capital Markets, Credit, Fixed Income, Banking, Funding, Mutual Funds, Financial Modeling, Due Diligence, Investment Banking, Mortgage Lending, Private Equity, Alternative Investments, Portfolio Management, Financial Analysis, Asset Management, Credit Analysis, Landlords, Securities, Finance, Financial Structuring, Trading, Bonds, Financial Markets, Financial Services, Derivatives, Investment Strategies, Financial Advisory, Wealth Management, Investment Advisory, Options, Strategic Financial..., Venture Capital
Education
University of Maryland College Park 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Loyola University of Chicago 1994 — 1996
Associate's degree, General Studies
The Auburn Fund June 2006 - Present
Merrill Lynch May 2001 - April 2006
Skills
Accounting, Youth Mentoring, Military Training, Scuba Diving, Landlord, Investments, Loans, Asset Managment, Valuation, Corporate Finance, Equities, Capital Markets, Credit, Fixed Income, Banking, Funding, Mutual Funds, Financial Modeling, Due Diligence, Investment Banking, Mortgage Lending, Private Equity, Alternative Investments, Portfolio Management, Financial Analysis, Asset Management, Credit Analysis, Landlords, Securities, Finance, Financial Structuring, Trading, Bonds, Financial Markets, Financial Services, Derivatives, Investment Strategies, Financial Advisory, Wealth Management, Investment Advisory, Options, Strategic Financial..., Venture Capital
Education
University of Maryland College Park 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Loyola University of Chicago 1994 — 1996
Associate's degree, General Studies
Lexie Stuart Lexie Stuart's Merrill Lynch Experience July 2012 - March 2013
Job Sample Receipt & Accessioning Officer at Phenogen Sciences
Industry Retail
Experience
Phenogen Sciences October 2013 - Present
Anthropologie August 2013 - October 2013
Merrill Lynch July 2012 - March 2013
Smart Entertainment April 2011 - March 2013
Skills
Event Planning, Social Media, Film, Microsoft Office, PowerPoint, Final Cut Pro
Education
Loyola Marymount University 2006 — 2011
BA, Art History
Franklin College, Switzerland 2005 — 2006
Phenogen Sciences October 2013 - Present
Anthropologie August 2013 - October 2013
Merrill Lynch July 2012 - March 2013
Smart Entertainment April 2011 - March 2013
Skills
Event Planning, Social Media, Film, Microsoft Office, PowerPoint, Final Cut Pro
Education
Loyola Marymount University 2006 — 2011
BA, Art History
Franklin College, Switzerland 2005 — 2006
Robert F. Conway, Jr Robert F. Conway, Jr's Merrill Lynch Experience September 1993 - September 1995
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2002 - Present
United States Army Reserve June 1982 - July 2010
Amsouth Investments October 1995 - July 2002
Merrill Lynch September 1993 - September 1995
Skills
Asset Allocation, Business-Succession..., Investment Strategies, Investments, Insurance, Financial Advisory, Financial Analysis, Retirement Plan..., Retirement Planning, Strategic Planning
Education
Queens College 1978 — 1982
B.A, Economics
The Highland School, Jamaica Queens, New York 1974 — 1976
Louisiana Tech University
Clinical Mental Health Counseling
Wells Fargo Advisors August 2002 - Present
United States Army Reserve June 1982 - July 2010
Amsouth Investments October 1995 - July 2002
Merrill Lynch September 1993 - September 1995
Skills
Asset Allocation, Business-Succession..., Investment Strategies, Investments, Insurance, Financial Advisory, Financial Analysis, Retirement Plan..., Retirement Planning, Strategic Planning
Education
Queens College 1978 — 1982
B.A, Economics
The Highland School, Jamaica Queens, New York 1974 — 1976
Louisiana Tech University
Clinical Mental Health Counseling
Peter Phelps's Merrill Lynch Experience June 2010 - August 2010
Job Associate at Aragon Holdings, LLC
Industry Commercial Real Estate
Experience
Aragon Holdings, LLC January 2013 - Present
Pacific Coast Capital Partners, Real Estate Investment Firm January 2012 - December 2012
Loyola Marymount University August 2007 - December 2012
Marshall and Stevens, Valuation Firm June 2011 - January 2012
Merrill Lynch June 2010 - August 2010
P. F. Chang’s June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Capital IQ, Business Valuation, Corporate Finance, Investments, Mergers, Economics, Financial Reporting, Market Research, Equities, Analysis, Financial Statement..., Strategic Financial..., Finance, Microsoft Office, Management, Social Media, Mergers & Acquisitions, Social Networking, PowerPoint, Financial Planning
Education
Loyola Marymount University 2007 — 2011
Business Administration; Finance
Loyola Marymount University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Aragon Holdings, LLC January 2013 - Present
Pacific Coast Capital Partners, Real Estate Investment Firm January 2012 - December 2012
Loyola Marymount University August 2007 - December 2012
Marshall and Stevens, Valuation Firm June 2011 - January 2012
Merrill Lynch June 2010 - August 2010
P. F. Chang’s June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Capital IQ, Business Valuation, Corporate Finance, Investments, Mergers, Economics, Financial Reporting, Market Research, Equities, Analysis, Financial Statement..., Strategic Financial..., Finance, Microsoft Office, Management, Social Media, Mergers & Acquisitions, Social Networking, PowerPoint, Financial Planning
Education
Loyola Marymount University 2007 — 2011
Business Administration; Finance
Loyola Marymount University 2007 — 2011
Bachelor of Science, Business Administration; Finance
Ronald Guirnalda Ronald Guirnalda's Merrill Lynch Experience April 1994 - October 1997
Job Market Control Specialist Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - September 2012
Ameriprise Financial November 2005 - September 2010
UBS Financial Services November 1997 - November 2005
Merrill Lynch April 1994 - October 1997
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BA, Business
Morgan Stanley Smith Barney September 2010 - September 2012
Ameriprise Financial November 2005 - September 2010
UBS Financial Services November 1997 - November 2005
Merrill Lynch April 1994 - October 1997
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BA, Business
Bridget McGee's Merrill Lynch Experience December 2006 - January 2013
Job Sales Associate at ALDO Group
Industry Entertainment
Experience
ALDO Group September 2012 - January 2013
Merrill Lynch December 2006 - January 2013
Chalkpack May 2012 - July 2012
NexGen Medical Systems, Inc. May 2010 - July 2010
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Outlook, Sales, Social Media, Teamwork, Event Planning, Facebook, Editing, Blogging
Education
Loyola University of Chicago 2009 — 2013
Bachelor's degree, English Language and Literature, General
ALDO Group September 2012 - January 2013
Merrill Lynch December 2006 - January 2013
Chalkpack May 2012 - July 2012
NexGen Medical Systems, Inc. May 2010 - July 2010
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Outlook, Sales, Social Media, Teamwork, Event Planning, Facebook, Editing, Blogging
Education
Loyola University of Chicago 2009 — 2013
Bachelor's degree, English Language and Literature, General
David Chalison, MBA David Chalison, MBA's Merrill Lynch Experience June 2007 - September 2007
Job Director of Financial Planning and Analysis at Matt Martin Real Estate Management
Industry Financial Services
Experience
Matt Martin Real Estate Management March 2015 - Present
Matt Martin Real Estate Management September 2013 - February 2015
Tower Energy Group May 2012 - September 2013
Tower Energy Group May 2011 - April 2012
Discovery Studios - West Coast at Discovery Communications September 2010 - December 2010
DreamWorks Animation September 2009 - December 2009
Silicon Valley Capital Management June 2008 - June 2009
Merrill Lynch June 2007 - September 2007
Skills
Financial Modeling, Budgets, Access, Analysis, Business Development, Accounting, Management, Finance, Business Strategy, Visio, Strategy, Microsoft Excel, Financial Analysis
Education
Loyola Marymount University, College of Business Administration 2009 — 2011
MBA, Finance and Accounting
Santa Clara University 2004 — 2008
B.S., Major:Finance Minor: Operation Management Information Systems
Matt Martin Real Estate Management March 2015 - Present
Matt Martin Real Estate Management September 2013 - February 2015
Tower Energy Group May 2012 - September 2013
Tower Energy Group May 2011 - April 2012
Discovery Studios - West Coast at Discovery Communications September 2010 - December 2010
DreamWorks Animation September 2009 - December 2009
Silicon Valley Capital Management June 2008 - June 2009
Merrill Lynch June 2007 - September 2007
Skills
Financial Modeling, Budgets, Access, Analysis, Business Development, Accounting, Management, Finance, Business Strategy, Visio, Strategy, Microsoft Excel, Financial Analysis
Education
Loyola Marymount University, College of Business Administration 2009 — 2011
MBA, Finance and Accounting
Santa Clara University 2004 — 2008
B.S., Major:Finance Minor: Operation Management Information Systems
Toby Hardee's Merrill Lynch Experience August 2003 - April 2006
Job Project Manager at Hancock Bank
Industry Banking
Experience
Hancock Bank November 2010 - Present
Hancock Bank April 2006 - November 2010
Merrill Lynch August 2003 - April 2006
East Baton Rouge Parish School System August 1998 - August 2003
Skills
Project Management -..., Scope Management, Budget Management, Resource Management, Adult Education, Education, Investments, Financial Planning, Interpersonal...
Education
Louisiana State University 1995 — 1997
Master's degree, Educational Leadership and Administration, General
Hancock Bank November 2010 - Present
Hancock Bank April 2006 - November 2010
Merrill Lynch August 2003 - April 2006
East Baton Rouge Parish School System August 1998 - August 2003
Skills
Project Management -..., Scope Management, Budget Management, Resource Management, Adult Education, Education, Investments, Financial Planning, Interpersonal...
Education
Louisiana State University 1995 — 1997
Master's degree, Educational Leadership and Administration, General
Kelsey Merrigan's Merrill Lynch Experience June 2013 - May 2014
Job Finance Merger & Acquisition Integration Analyst at Oracle
Industry Financial Services
Experience
Oracle May 2015 - Present
Oracle May 2014 - May 2015
Kappa Kappa Gamma February 2014 - April 2015
Merrill Lynch June 2013 - May 2014
Salon 1322 August 2009 - July 2013
Washington Square Health Foundation December 2012 - May 2013
Spectrum Development Company 2010 - 2011
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.8/4.0
St. Ignatius College Preparatory 2007 — 2011
High School Diploma
Oracle May 2015 - Present
Oracle May 2014 - May 2015
Kappa Kappa Gamma February 2014 - April 2015
Merrill Lynch June 2013 - May 2014
Salon 1322 August 2009 - July 2013
Washington Square Health Foundation December 2012 - May 2013
Spectrum Development Company 2010 - 2011
Education
Loyola University of Chicago 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.8/4.0
St. Ignatius College Preparatory 2007 — 2011
High School Diploma
Riley Etheridge's Merrill Lynch Experience 1984 - Present
Job Managing Director Head of Client Segments and Advisor Development Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1984 - Present
Education
Louisiana State University 1979 — 1983
Merrill Lynch 1984 - Present
Education
Louisiana State University 1979 — 1983
Shelby Palmer's Merrill Lynch Experience June 2014 - August 2014
Job Tax Intern at Hawthorn, Waymouth & Carroll, LLP
Industry Accounting
Experience
Hawthorn, Waymouth & Carroll, LLP March 2015 - Present
Wharton-Smith, Inc. February 2015 - May 2015
Mayhall, Fondren, Blaize Law March 2012 - February 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Financial Accounting, Research, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Leadership, Social Media, Sales, Time Management, Teamwork, Accounting
Education
Louisiana State University 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Hawthorn, Waymouth & Carroll, LLP March 2015 - Present
Wharton-Smith, Inc. February 2015 - May 2015
Mayhall, Fondren, Blaize Law March 2012 - February 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Financial Accounting, Research, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Leadership, Social Media, Sales, Time Management, Teamwork, Accounting
Education
Louisiana State University 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Joseph Offerman's Merrill Lynch Experience April 2005 - Present
Job Vice President/IFA at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2005 - Present
Merrill Lynch 2000 - 2005
Merrill Lynch 1995 - 2000
Citi 1990 - 1995
Northern Trust Corporation 1985 - 1990
Skills
Options, Series 7, Fixed Income, Equities, Alternative Investments, Series 63, Wealth Management, Asset Management, Securities, Derivatives, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Equity Derivatives, Investment Strategies, Structured Products, ETFs, Trading, Bonds, Retirement Planning, Equity Trading, Investment Management, Financial Services, Series 65
Education
Loyola University Chicago 1981 — 1984
Biology, Biology, Physics, English
Merrill Lynch April 2005 - Present
Merrill Lynch 2000 - 2005
Merrill Lynch 1995 - 2000
Citi 1990 - 1995
Northern Trust Corporation 1985 - 1990
Skills
Options, Series 7, Fixed Income, Equities, Alternative Investments, Series 63, Wealth Management, Asset Management, Securities, Derivatives, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Equity Derivatives, Investment Strategies, Structured Products, ETFs, Trading, Bonds, Retirement Planning, Equity Trading, Investment Management, Financial Services, Series 65
Education
Loyola University Chicago 1981 — 1984
Biology, Biology, Physics, English
William (Don) Ballard's Merrill Lynch Experience
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
Louisiana State University 1985 — 1997
Merrill Lynch
Education
Louisiana State University 1985 — 1997
Paul Margraves's Merrill Lynch Experience August 1993 - February 2012
Job First VP at Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch August 1993 - Present
Merrill Lynch August 1993 - February 2012
Education
Louisiana State University 1988 — 1993
BA, History/English
Bank of America Merrill Lynch August 1993 - Present
Merrill Lynch August 1993 - February 2012
Education
Louisiana State University 1988 — 1993
BA, History/English
James Durand's Merrill Lynch Experience June 2004 - December 2004
Job Financial Analyst at Decron Properties
Industry Real Estate
Experience
Decron Properties December 2012 - Present
Bixby Land Company January 2012 - November 2012
Regency Centers December 2009 - January 2012
Regency Centers October 2008 - November 2009
Regency Centers December 2005 - September 2008
Regency Centers January 2005 - November 2005
Merrill Lynch June 2004 - December 2004
Los Angeles County Fire Department March 2003 - May 2004
Skills
Finance, Real Estate, Disposition, Financial Analysis, Real Estate Economics, Budgets, Due Diligence, Asset Management, Asset Managment, Management, Real Estate Development, Accounting, Financial Reporting, Investments, Financial Modeling, Valuation, Corporate Real Estate, Commercial Real Estate, Leases
Education
Loyola Marymount University, College of Business Administration 2007 — 2009
Masters, Business Administration with Finance emphasis
University of California, Santa Barbara 1994 — 1998
Bachelor of Arts, Economics with Accounting Emphasis
Loyola High School 1990 — 1994
Decron Properties December 2012 - Present
Bixby Land Company January 2012 - November 2012
Regency Centers December 2009 - January 2012
Regency Centers October 2008 - November 2009
Regency Centers December 2005 - September 2008
Regency Centers January 2005 - November 2005
Merrill Lynch June 2004 - December 2004
Los Angeles County Fire Department March 2003 - May 2004
Skills
Finance, Real Estate, Disposition, Financial Analysis, Real Estate Economics, Budgets, Due Diligence, Asset Management, Asset Managment, Management, Real Estate Development, Accounting, Financial Reporting, Investments, Financial Modeling, Valuation, Corporate Real Estate, Commercial Real Estate, Leases
Education
Loyola Marymount University, College of Business Administration 2007 — 2009
Masters, Business Administration with Finance emphasis
University of California, Santa Barbara 1994 — 1998
Bachelor of Arts, Economics with Accounting Emphasis
Loyola High School 1990 — 1994
Eugene Catrambone's Merrill Lynch Experience February 2007 - November 2008
Job Director, Hubbard Decision Research
Industry Management Consulting
Experience
Hubbard Decision Research March 2015 - Present
Cabela's March 2012 - November 2014
Hubbard Decision Research October 2011 - March 2012
Cabela's June 2009 - September 2011
Merrill Lynch February 2007 - November 2008
Oronova March 1999 - January 2008
RiverPoint October 1996 - March 1999
Skills
Management, Requirements Gathering, Financial Modeling, Business Process, Business Analysis, Strategy, Budgets, Project Management, Contract Negotiation, Business Planning, Team Building, Financial Analysis, Integration, Team Leadership, Management Consulting, Product Management, Analysis, Business Process..., Financial Services, Leadership, Risk Management, Consulting
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance
Stockholm School of Economics 2003 — 2003
Masters Study, Finance
Loyola University Chicago 1992 — 1996
BBA, Finance
Hubbard Decision Research March 2015 - Present
Cabela's March 2012 - November 2014
Hubbard Decision Research October 2011 - March 2012
Cabela's June 2009 - September 2011
Merrill Lynch February 2007 - November 2008
Oronova March 1999 - January 2008
RiverPoint October 1996 - March 1999
Skills
Management, Requirements Gathering, Financial Modeling, Business Process, Business Analysis, Strategy, Budgets, Project Management, Contract Negotiation, Business Planning, Team Building, Financial Analysis, Integration, Team Leadership, Management Consulting, Product Management, Analysis, Business Process..., Financial Services, Leadership, Risk Management, Consulting
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance
Stockholm School of Economics 2003 — 2003
Masters Study, Finance
Loyola University Chicago 1992 — 1996
BBA, Finance
Brandie Whaley-Wilson's Merrill Lynch Experience January 2008 - Present
Job Registered Senior Client Associate
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Merrill Lynch April 2007 - December 2007
Skills
Investments, Financial Analysis, Portfolio Management, Project Management, Financial Planning, Wealth Management, Fixed Income, Asset Allocation, Equities, Mutual Funds, Rule 144, 10b5-1 Plans, Insurance, Employee Stock Options, Restricted Stock, Multi-generational..., Separately Managed..., Market Research, Asset Based Lending, Credit Management, Private Banking, Annuities
Education
Loyola Law School, Los Angeles
Doctor of Law (J.D.), Taxation/Securities Law
University of California, Los Angeles
Bachelor's degree, History
Merrill Lynch January 2008 - Present
Merrill Lynch April 2007 - December 2007
Skills
Investments, Financial Analysis, Portfolio Management, Project Management, Financial Planning, Wealth Management, Fixed Income, Asset Allocation, Equities, Mutual Funds, Rule 144, 10b5-1 Plans, Insurance, Employee Stock Options, Restricted Stock, Multi-generational..., Separately Managed..., Market Research, Asset Based Lending, Credit Management, Private Banking, Annuities
Education
Loyola Law School, Los Angeles
Doctor of Law (J.D.), Taxation/Securities Law
University of California, Los Angeles
Bachelor's degree, History
Tony Maranto's Merrill Lynch Experience August 1991 - August 1994
Job Vice President, Financial Controller at BNY Mellon
Industry Financial Services
Experience
BNY Mellon (The Bank of New York Mellon) April 2008 - Present
BNY Mellon April 2006 - April 2008
BNY Mellon (BNY Asset Solutions LLC) November 2000 - April 2006
Bank of America May 1996 - November 2000
Environmental Materials Inc. May 1995 - May 1996
Merrill Lynch August 1991 - August 1994
Skills
Financial Modeling, Financial Accounting, Financial Reporting, Reporting & Analysis, Budgets, Balance Sheet, Income Statement, Banking, Risk Management, Financial Analysis, Corporate Finance, Managerial Finance, Finance, Account Reconciliation, Accounts Payable, Accounts Receivable, Internal Audit, External Audit, Operations Management, Investor Reporting
Education
The University of Texas at Dallas - School of Management
MS, Accounting, GPA 3.90
Louisiana Tech University 1991 — 1992
MBA, Business Administration
LSU Shreveport 1987 — 1991
BS, Finance
Louisiana State University 1986 — 1987
Engineering
BNY Mellon (The Bank of New York Mellon) April 2008 - Present
BNY Mellon April 2006 - April 2008
BNY Mellon (BNY Asset Solutions LLC) November 2000 - April 2006
Bank of America May 1996 - November 2000
Environmental Materials Inc. May 1995 - May 1996
Merrill Lynch August 1991 - August 1994
Skills
Financial Modeling, Financial Accounting, Financial Reporting, Reporting & Analysis, Budgets, Balance Sheet, Income Statement, Banking, Risk Management, Financial Analysis, Corporate Finance, Managerial Finance, Finance, Account Reconciliation, Accounts Payable, Accounts Receivable, Internal Audit, External Audit, Operations Management, Investor Reporting
Education
The University of Texas at Dallas - School of Management
MS, Accounting, GPA 3.90
Louisiana Tech University 1991 — 1992
MBA, Business Administration
LSU Shreveport 1987 — 1991
BS, Finance
Louisiana State University 1986 — 1987
Engineering
Eric Feldmann's Merrill Lynch Experience 1997 - 2008
Job Director of Technology at NXT Capital
Industry Financial Services
Experience
NXT Capital February 2010 - Present
Bank of America April 2009 - May 2010
Merrill Lynch Capital 1997 - 2008
Merrill Lynch 1997 - 2008
Skills
Banking, Credit, Capital Markets, Credit Analysis, Loans, Financial Analysis, Management, Finance, Corporate Finance, Integration, Financial Services, Portfolio Management, Business Analysis, IT Strategy, Commercial Banking, Business Requirements, Financial Modeling, Due Diligence, Commercial Lending, Software Documentation, Project Management, Requirements Gathering, Investments, SDLC, Visio, Vendor Management, Requirements Analysis, Risk Management, SQL, Software Project..., Business Intelligence
Education
Fenwick
Loyola University Chicago
Bachelor, Finance, Communication
Loyola University Rome Center
NXT Capital February 2010 - Present
Bank of America April 2009 - May 2010
Merrill Lynch Capital 1997 - 2008
Merrill Lynch 1997 - 2008
Skills
Banking, Credit, Capital Markets, Credit Analysis, Loans, Financial Analysis, Management, Finance, Corporate Finance, Integration, Financial Services, Portfolio Management, Business Analysis, IT Strategy, Commercial Banking, Business Requirements, Financial Modeling, Due Diligence, Commercial Lending, Software Documentation, Project Management, Requirements Gathering, Investments, SDLC, Visio, Vendor Management, Requirements Analysis, Risk Management, SQL, Software Project..., Business Intelligence
Education
Fenwick
Loyola University Chicago
Bachelor, Finance, Communication
Loyola University Rome Center
Edward J. Ahn's Merrill Lynch Experience December 2005 - Present
Job Investment Management
Industry Financial Services
Experience
Merrill Lynch December 2005 - Present
Education
Loyola Marymount University 2001 — 2005
B. A., Finance/ Mktg
Loyola Marymount University, College of Business Administration 2001 — 2005
Merrill Lynch December 2005 - Present
Education
Loyola Marymount University 2001 — 2005
B. A., Finance/ Mktg
Loyola Marymount University, College of Business Administration 2001 — 2005
Colleen Longoria's Merrill Lynch Experience September 2006 - January 2009
Job Operational Risk Analyst, Private Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan, Private Banking July 2015 - Present
J.P. Morgan March 2011 - June 2015
Fifth Third Bank January 2009 - March 2011
Merrill Lynch September 2006 - January 2009
Skills
Loans, Mortgage Lending, Credit Analysis, Mortgage Underwriting, Credit, Commercial Lending, Mortgage Banking, Residential Mortgages, Small Business Lending, Consumer Lending, Banking, Commercial Banking, Refinance, Customer Service, Management, Private Banking, Leadership
Education
Loyola University of Chicago 1996 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
J.P. Morgan, Private Banking July 2015 - Present
J.P. Morgan March 2011 - June 2015
Fifth Third Bank January 2009 - March 2011
Merrill Lynch September 2006 - January 2009
Skills
Loans, Mortgage Lending, Credit Analysis, Mortgage Underwriting, Credit, Commercial Lending, Mortgage Banking, Residential Mortgages, Small Business Lending, Consumer Lending, Banking, Commercial Banking, Refinance, Customer Service, Management, Private Banking, Leadership
Education
Loyola University of Chicago 1996 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Wellborn Jack's Merrill Lynch Experience 1999 - 2008
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
NASA Pro Racing 2010 - 2015
Todd! 1965 - 2014
Merrill Lynch 1999 - 2008
Education
Louisiana State University 1980 — 1984
CE Byrd
High School
Louisiana Tech University
Louisiana Tech University
Wells Fargo Advisors, LLC October 2008 - Present
NASA Pro Racing 2010 - 2015
Todd! 1965 - 2014
Merrill Lynch 1999 - 2008
Education
Louisiana State University 1980 — 1984
CE Byrd
High School
Louisiana Tech University
Louisiana Tech University
Jovanie Arias's Merrill Lynch Experience September 2007 - December 2007
Job Specialize in nontraditional realty assets including cellular, outdoor advertising and renewable energy infrastructure.
Industry Financial Services
Experience
Landmark Dividend March 2010 - Present
Havana Insurance Services June 2009 - August 2010
Wireless Capital Partners, LLC December 2007 - June 2009
Merrill Lynch September 2007 - December 2007
ERA Team Realty June 2006 - May 2007
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Finance, Asset Managment, Capital Markets, Acquisitions, Real Estate, Forecasting, Mergers, Equity Research, Real Estate Economics, Private Equity, Equities, Investment Banking, Mergers & Acquisitions, Risk Management, Commercial Real Estate, Portfolio Management, Risk Assessment, Asset Management
Education
Loyola Marymount University 2004 — 2008
BBA, Finance
OLPH
OLPH
Landmark Dividend March 2010 - Present
Havana Insurance Services June 2009 - August 2010
Wireless Capital Partners, LLC December 2007 - June 2009
Merrill Lynch September 2007 - December 2007
ERA Team Realty June 2006 - May 2007
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Finance, Asset Managment, Capital Markets, Acquisitions, Real Estate, Forecasting, Mergers, Equity Research, Real Estate Economics, Private Equity, Equities, Investment Banking, Mergers & Acquisitions, Risk Management, Commercial Real Estate, Portfolio Management, Risk Assessment, Asset Management
Education
Loyola Marymount University 2004 — 2008
BBA, Finance
OLPH
OLPH
Nick Akrap's Merrill Lynch Experience June 2007 - September 2007
Job Marketing and Advertising Professional
Industry Entertainment
Experience
Merrill Lynch June 2007 - September 2007
You Rent It August 2005 - May 2007
Music Industry Workshop 2005 - 2006
Restoration Hardware August 2004 - February 2005
Skills
Team Building, Social Media Marketing, Microsoft Office, Marketing Communications, Strategic Planning, Croatian, Advertising, Online Advertising, PowerPoint, Email Marketing, Customer Service, Microsoft Excel, Windows, Access, Marketing, Microsoft Word, Data Analysis, Public Speaking, Marketing Strategy, Public Relations, Direct Marketing, Facebook, Outlook, Marketing Research, Teamwork, Analysis, Team Leadership, Social Media, Competitive Analysis, Business Strategy, Social Networking, Integrated Marketing, Management, Negotiation, Digital Marketing, Event Management, Time Management
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2008
MBA, Business; Marketing
Loyola University Chicago 2003 — 2007
BBA, Business; Operations Management
Merrill Lynch June 2007 - September 2007
You Rent It August 2005 - May 2007
Music Industry Workshop 2005 - 2006
Restoration Hardware August 2004 - February 2005
Skills
Team Building, Social Media Marketing, Microsoft Office, Marketing Communications, Strategic Planning, Croatian, Advertising, Online Advertising, PowerPoint, Email Marketing, Customer Service, Microsoft Excel, Windows, Access, Marketing, Microsoft Word, Data Analysis, Public Speaking, Marketing Strategy, Public Relations, Direct Marketing, Facebook, Outlook, Marketing Research, Teamwork, Analysis, Team Leadership, Social Media, Competitive Analysis, Business Strategy, Social Networking, Integrated Marketing, Management, Negotiation, Digital Marketing, Event Management, Time Management
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2008
MBA, Business; Marketing
Loyola University Chicago 2003 — 2007
BBA, Business; Operations Management
Kristopher Novell's Merrill Lynch Experience May 2005 - August 2005
Job Associate, Kohlberg Kravis Roberts
Industry Investment Management
Experience
KKR April 2014 - Present
The TCW Group February 2014 - April 2014
TCW Group October 2010 - February 2014
TCW Group May 2006 - October 2010
Merrill Lynch May 2005 - August 2005
Skills
Fixed Income, Mutual Funds, Investment Strategies, Equities, Morningstar Direct, Thomson Baseline, StyleADVISOR, Fixed Income Products, Competitive Analysis, Coates Analytics, Capital Markets, Analytics, Morningstar, Investments, Bloomberg Excel API, Morningstar Excel API, Barclays Live, Bloomberg, Finance, Strategy, Trading, Financial Modeling, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds
Education
Loyola Marymount University 2002 — 2006
Business Administration, Finance, International Investments
International School of Manila 1996 — 2001
High School Degree, High School Degree
International School of Bangkok
KKR April 2014 - Present
The TCW Group February 2014 - April 2014
TCW Group October 2010 - February 2014
TCW Group May 2006 - October 2010
Merrill Lynch May 2005 - August 2005
Skills
Fixed Income, Mutual Funds, Investment Strategies, Equities, Morningstar Direct, Thomson Baseline, StyleADVISOR, Fixed Income Products, Competitive Analysis, Coates Analytics, Capital Markets, Analytics, Morningstar, Investments, Bloomberg Excel API, Morningstar Excel API, Barclays Live, Bloomberg, Finance, Strategy, Trading, Financial Modeling, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds
Education
Loyola Marymount University 2002 — 2006
Business Administration, Finance, International Investments
International School of Manila 1996 — 2001
High School Degree, High School Degree
International School of Bangkok
Pedro Cleveland's Merrill Lynch Experience 2008 - 2009
Job Financial Services Account Specialist II at RR Donnelley
Industry Financial Services
Experience
RR Donnelley 2014 - Present
Doctors Diet Program 2010 - 2014
Merrill Lynch 2008 - 2009
E*TRADE Financial 2006 - 2008
The Network 2004 - 2006
WFS Financial 2003 - 2004
Bowne 1999 - 2003
SunTrust Bank 1998 - 1999
Skills
Business Strategy, New Business Development, Business Development, Sales Management, Financial Services, Sales, Business Planning, Management, CRM, Marketing, Marketing Strategy
Education
Louisiana State University 1992 — 1996
Bachelor's degree, Psychology
RR Donnelley 2014 - Present
Doctors Diet Program 2010 - 2014
Merrill Lynch 2008 - 2009
E*TRADE Financial 2006 - 2008
The Network 2004 - 2006
WFS Financial 2003 - 2004
Bowne 1999 - 2003
SunTrust Bank 1998 - 1999
Skills
Business Strategy, New Business Development, Business Development, Sales Management, Financial Services, Sales, Business Planning, Management, CRM, Marketing, Marketing Strategy
Education
Louisiana State University 1992 — 1996
Bachelor's degree, Psychology
Traci Reed Telford's Merrill Lynch Experience July 2013 - Present
Job Client Associate at Merrill Lynch with MagnessCecil, Callahan & Associates Team
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Gadberry Financial Group March 2012 - June 2013
Merrill Lynch November 2003 - January 2012
Transamerica November 2002 - November 2003
Merrill Lynch July 1996 - January 2001
Skills
Customer Service, Wealth Management, Marketing, Operations Management, Cashiering, Morningstar, Modeling Portfolios, Microsoft Excel, Microsoft Word, Portfolio Management, Equities, Strategic Planning, CRM, Management, Series 7, Financial Services, Manage Client..., Banking, Insurance, Series 63
Education
Louisiana Tech University 1988 — 1992
B.S., Human Resource Management
Dale Carnegie 1996 — 1996
graduate, Effective Communications and Human Relations
Merrill Lynch July 2013 - Present
Gadberry Financial Group March 2012 - June 2013
Merrill Lynch November 2003 - January 2012
Transamerica November 2002 - November 2003
Merrill Lynch July 1996 - January 2001
Skills
Customer Service, Wealth Management, Marketing, Operations Management, Cashiering, Morningstar, Modeling Portfolios, Microsoft Excel, Microsoft Word, Portfolio Management, Equities, Strategic Planning, CRM, Management, Series 7, Financial Services, Manage Client..., Banking, Insurance, Series 63
Education
Louisiana Tech University 1988 — 1992
B.S., Human Resource Management
Dale Carnegie 1996 — 1996
graduate, Effective Communications and Human Relations
Tom Morrison, CIMA®, AIF®'s Merrill Lynch Experience July 1997 - August 2000
Job Senior Vice President Retirement Markets at Fred Alger & Co. Inc.
Industry Financial Services
Experience
Fred Alger Management September 2000 - Present
Merrill Lynch July 1997 - August 2000
Charles Schwab June 1993 - July 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Asset Managment, Hedge Funds, Series 63, Equities, ETFs, Investments, Fixed Income, Series 24, Separately Managed..., Business Development, Key Account Management, New Business Development
Education
Louisiana State University 1978 — 1983
Bachelor of Science (BS), Marketing/Finance
Fred Alger Management September 2000 - Present
Merrill Lynch July 1997 - August 2000
Charles Schwab June 1993 - July 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Asset Managment, Hedge Funds, Series 63, Equities, ETFs, Investments, Fixed Income, Series 24, Separately Managed..., Business Development, Key Account Management, New Business Development
Education
Louisiana State University 1978 — 1983
Bachelor of Science (BS), Marketing/Finance
Stephanie Sent's Merrill Lynch Experience 1999 - 2004
Job Principal and Consulting Actuary at Milliman
Industry Human Resources
Experience
Milliman September 2004 - Present
Merrill Lynch 1999 - 2004
Howard Johnson & Co. 1994 - 1999
Mercer 1989 - 1994
Travelers 1986 - 1989
Skills
Defined Benefit, Retirement Plan..., Actuarial Science, Pensions, Employee Benefits, ERISA, Retirement, Pension Administration, Profit Sharing, Benefits Administration, Valuation, Actuarial Consulting
Education
Western Washington University 1984 — 1986
Master of Science (MS), Mathematics
Western Washington University 1982 — 1984
Bachelor of Science (BS), Applied Mathematics, Magna Cum Laude
Lower Columbia College 1980 — 1982
Associate of Arts (AA)
Milliman September 2004 - Present
Merrill Lynch 1999 - 2004
Howard Johnson & Co. 1994 - 1999
Mercer 1989 - 1994
Travelers 1986 - 1989
Skills
Defined Benefit, Retirement Plan..., Actuarial Science, Pensions, Employee Benefits, ERISA, Retirement, Pension Administration, Profit Sharing, Benefits Administration, Valuation, Actuarial Consulting
Education
Western Washington University 1984 — 1986
Master of Science (MS), Mathematics
Western Washington University 1982 — 1984
Bachelor of Science (BS), Applied Mathematics, Magna Cum Laude
Lower Columbia College 1980 — 1982
Associate of Arts (AA)
Adele Visaggio's Merrill Lynch Experience June 1993 - August 1995
Job Docent and Public Speaker
Industry Museums and Institutions
Experience
Dali Museum March 2013 - Present
Western National Life Insurance Co July 2001 - July 2012
Invest Financial 1998 - 2001
Merrill Lynch June 1993 - August 1995
Skills
Insurance, Retirement, Sales, Strategic Planning, Series 63, Fixed Annuities, Wealth Management, Wealth, Series 7, Finance, Variable Annuities, Series 65, Employee Benefits, Selling, Team Building, Financial Planners, Sales Management, Retirement Planning, Asset Allocation, Product Development
Education
Loyola Marymount University, College of Business Administration
University of Michigan
Bachelor of Arts, Asian Studies
Dali Museum March 2013 - Present
Western National Life Insurance Co July 2001 - July 2012
Invest Financial 1998 - 2001
Merrill Lynch June 1993 - August 1995
Skills
Insurance, Retirement, Sales, Strategic Planning, Series 63, Fixed Annuities, Wealth Management, Wealth, Series 7, Finance, Variable Annuities, Series 65, Employee Benefits, Selling, Team Building, Financial Planners, Sales Management, Retirement Planning, Asset Allocation, Product Development
Education
Loyola Marymount University, College of Business Administration
University of Michigan
Bachelor of Arts, Asian Studies
Diane Talbot's Merrill Lynch Experience 2001 - 2006
Job Senior Consultant at Oculus Partners
Industry Financial Services
Experience
Oculus Partners December 2008 - Present
Marsh 2006 - 2008
Merrill Lynch 2001 - 2006
Business Logic 1999 - 2001
Key Bank 1997 - 1999
Harris Bank 1982 - 1997
Skills
Retirement Services, Product Marketing, Product Management, 401k, Employee Benefits, Investment Products, Product Development, Retirement, Pensions, Investments, Strategy, Competitive Analysis, Financial Services, Strategic Planning, Mutual Funds, Vendor Management, Business Development
Education
Loyola University Chicago
B.A., Financial Management
Oculus Partners December 2008 - Present
Marsh 2006 - 2008
Merrill Lynch 2001 - 2006
Business Logic 1999 - 2001
Key Bank 1997 - 1999
Harris Bank 1982 - 1997
Skills
Retirement Services, Product Marketing, Product Management, 401k, Employee Benefits, Investment Products, Product Development, Retirement, Pensions, Investments, Strategy, Competitive Analysis, Financial Services, Strategic Planning, Mutual Funds, Vendor Management, Business Development
Education
Loyola University Chicago
B.A., Financial Management
Christopher J. Harrer's Merrill Lynch Experience February 1989 - January 1993
Job Interim Senior Director MBA Career & Academic Advising & Adjuct Professor at University of Southern California
Industry Higher Education
Experience
University of Southern California - Marshall School of Business October 2014 - Present
Lloyd Greif Center for Entrepreneurial Studies - Marshall School of Business August 2002 - Present
University of Southern California - Marshall School of Business April 2012 - October 2014
United Document Storage LLC April 2004 - April 2012
Pacificos LLC October 2000 - April 2004
Julien J. Studley, Inc. January 1997 - October 2001
LAACO. Ltd. February 1993 - December 1996
Merrill Lynch February 1989 - January 1993
Countrywide Funding Corporation June 1985 - February 1989
Skills
Leadership, Fundraising, Networking, Public Speaking, Alumni Relations, Annual Giving, Strategy, Finance, Non-profits, Nonprofits, Entrepreneurship, Event Planning, Financial Analysis, Strategic Planning, Real Estate, Social Networking, Start-ups, Higher Education, Social Media, Grant Writing, Marketing, Program Development, Program Management, Community Outreach, Leadership Development
Education
University of Southern California - Marshall School of Business 1998 — 2000
MSBA, Entrepreneurship
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Executive MBA Program
Loyola Marymount University, College of Business Administration 1981 — 1985
BBA, Business Management
University of Southern California - Marshall School of Business October 2014 - Present
Lloyd Greif Center for Entrepreneurial Studies - Marshall School of Business August 2002 - Present
University of Southern California - Marshall School of Business April 2012 - October 2014
United Document Storage LLC April 2004 - April 2012
Pacificos LLC October 2000 - April 2004
Julien J. Studley, Inc. January 1997 - October 2001
LAACO. Ltd. February 1993 - December 1996
Merrill Lynch February 1989 - January 1993
Countrywide Funding Corporation June 1985 - February 1989
Skills
Leadership, Fundraising, Networking, Public Speaking, Alumni Relations, Annual Giving, Strategy, Finance, Non-profits, Nonprofits, Entrepreneurship, Event Planning, Financial Analysis, Strategic Planning, Real Estate, Social Networking, Start-ups, Higher Education, Social Media, Grant Writing, Marketing, Program Development, Program Management, Community Outreach, Leadership Development
Education
University of Southern California - Marshall School of Business 1998 — 2000
MSBA, Entrepreneurship
University of Southern California - Marshall School of Business 1994 — 1996
MBA, Executive MBA Program
Loyola Marymount University, College of Business Administration 1981 — 1985
BBA, Business Management
Shannon Dardashti's Merrill Lynch Experience 2007 - 2007
Job Client Solutions at Rocket Fuel
Industry Marketing and Advertising
Experience
Rocket Fuel Inc. (formerly [x+1]) January 2012 - Present
Practising Law Institute March 2011 - January 2012
Austen Morris Associates June 2009 - August 2010
Deutsche Bank March 2008 - March 2009
Merrill Lynch 2007 - 2007
Skills
Online Advertising, Brand Management, Market Research, Social Networking, Social Media, Salesforce.com, Email Marketing, Budgets, New Business Development, Advertising, Event Planning, Marketing Strategy, PPC, Analytics, Sales, Business Development, SEO, Web Design, Google Analytics, Business Strategy, Management, Marketing, Social Media Marketing, Digital Marketing, Mobile Marketing, CRM, Public Relations, Account Management, Display Advertising, Competitive Analysis, E-commerce, Online Marketing, Market Planning, Direct Marketing, Lead Generation, Digital Media, Integrated Marketing, Digital Strategy, Direct Mail, Analysis, Web Analytics, Strategic Partnerships, SEM, Strategy, Customer Acquisition, Behavioral Targeting
Education
University of Cambridge
Certificate of International Business
Loyola Marymount University
BBA, Double Concentration in International Business + Finance
Rocket Fuel Inc. (formerly [x+1]) January 2012 - Present
Practising Law Institute March 2011 - January 2012
Austen Morris Associates June 2009 - August 2010
Deutsche Bank March 2008 - March 2009
Merrill Lynch 2007 - 2007
Skills
Online Advertising, Brand Management, Market Research, Social Networking, Social Media, Salesforce.com, Email Marketing, Budgets, New Business Development, Advertising, Event Planning, Marketing Strategy, PPC, Analytics, Sales, Business Development, SEO, Web Design, Google Analytics, Business Strategy, Management, Marketing, Social Media Marketing, Digital Marketing, Mobile Marketing, CRM, Public Relations, Account Management, Display Advertising, Competitive Analysis, E-commerce, Online Marketing, Market Planning, Direct Marketing, Lead Generation, Digital Media, Integrated Marketing, Digital Strategy, Direct Mail, Analysis, Web Analytics, Strategic Partnerships, SEM, Strategy, Customer Acquisition, Behavioral Targeting
Education
University of Cambridge
Certificate of International Business
Loyola Marymount University
BBA, Double Concentration in International Business + Finance
Richard Whisnant's Merrill Lynch Experience January 2008 - May 2008
Job Financial Analyst at CB&I (formerly The Shaw Group)
Industry Financial Services
Experience
The Shaw Group AccountantArthur J. Gallagher & Co.June 2011 - May 2012
GolinHarris May 2009 - August 2009
Valuation & Litigation Consultants September 2008 - May 2009
Lee Michaels Fine Jewelry January 2006 - September 2008
Merrill Lynch January 2008 - May 2008
Education
Louisiana State University 2004 — 2009
BS, Finance
The Shaw Group AccountantArthur J. Gallagher & Co.June 2011 - May 2012
GolinHarris May 2009 - August 2009
Valuation & Litigation Consultants September 2008 - May 2009
Lee Michaels Fine Jewelry January 2006 - September 2008
Merrill Lynch January 2008 - May 2008
Education
Louisiana State University 2004 — 2009
BS, Finance
John W. Boukamp's Merrill Lynch Experience 2008 - Present
Job Managing Director, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Skills
Financial Advisory, Hedging, Portfolio Management, Targeted Rates of Return, Cash Income Management, Options, Options Strategies, Pension Funds, Foundations, Concentrated Stock..., Stock Positions
Education
Michigan State University
Bachelor of Business Administration (BBA), Finance and Marketing
Loyola University of Chicago
Master of Business Administration (MBA), Business Administration and Management, General
Stanford University Graduate School of Business
Foundations of Investment Management, Business
Merrill Lynch 2008 - Present
Skills
Financial Advisory, Hedging, Portfolio Management, Targeted Rates of Return, Cash Income Management, Options, Options Strategies, Pension Funds, Foundations, Concentrated Stock..., Stock Positions
Education
Michigan State University
Bachelor of Business Administration (BBA), Finance and Marketing
Loyola University of Chicago
Master of Business Administration (MBA), Business Administration and Management, General
Stanford University Graduate School of Business
Foundations of Investment Management, Business
Carey Hill's Merrill Lynch Experience May 1999 - August 2002
Job Financial, Business, Travel Expertise
Industry Financial Services
Experience
Capital Group August 2002 - Present
Merrill Lynch May 1999 - August 2002
Jacobs Associates July 1995 - May 1999
Manning, Selvage & Lee January 1982 - January 1995
Skills
Mutual Funds, Entrepreneurship, Investments, Strategic Planning, Financial Reporting, Leadership, Investment Management, Nonprofits
Education
Loyola Marymount University 1991 — 1994
M.A., Marriage, Family & Child Counseling
Agoura High School 1974 — 1978
Capital Group August 2002 - Present
Merrill Lynch May 1999 - August 2002
Jacobs Associates July 1995 - May 1999
Manning, Selvage & Lee January 1982 - January 1995
Skills
Mutual Funds, Entrepreneurship, Investments, Strategic Planning, Financial Reporting, Leadership, Investment Management, Nonprofits
Education
Loyola Marymount University 1991 — 1994
M.A., Marriage, Family & Child Counseling
Agoura High School 1974 — 1978
Sreeni K's Merrill Lynch Experience VPBank of AmericaJuly 1998 - Present
Job
Industry Financial Services
Experience
Merrill Lynch VPBank of AmericaJuly 1998 - Present
Education
Louisiana State University
MS, Math, Engineering and computer Science
Merrill Lynch VPBank of AmericaJuly 1998 - Present
Education
Louisiana State University
MS, Math, Engineering and computer Science
Douglas Hinton's Merrill Lynch Experience November 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch November 2014 - Present
Abell, LLC April 2010 - November 2014
Scott Equipment Company, LLC 1999 - 2010
Century Link 1984 - 1999
Howard Brothers Discount Stores, Inc 1983 - 1984
Arthur Andersen & Co 1980 - 1983
Skills
Financial Accounting, Financial Reporting, Corporate Finance, Banking Relationships, Loan Compliance, Analytical Skills, Insurance Negotiations, External Audit, Internal Audit, Budgeting, Financial Forecasting, IT Management, Human Resources..., Accounting, Auditing, Banking, Budgets, CPA, Cash Management, Cost Accounting, Finance, Forecasting, Managerial Finance, Personnel Management, Treasury Management, Internal Controls, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Financial Planning
Education
Louisiana Tech University 1976 — 1980
Bachelor of Science (B.S.), Accounting and Finance
Merrill Lynch November 2014 - Present
Abell, LLC April 2010 - November 2014
Scott Equipment Company, LLC 1999 - 2010
Century Link 1984 - 1999
Howard Brothers Discount Stores, Inc 1983 - 1984
Arthur Andersen & Co 1980 - 1983
Skills
Financial Accounting, Financial Reporting, Corporate Finance, Banking Relationships, Loan Compliance, Analytical Skills, Insurance Negotiations, External Audit, Internal Audit, Budgeting, Financial Forecasting, IT Management, Human Resources..., Accounting, Auditing, Banking, Budgets, CPA, Cash Management, Cost Accounting, Finance, Forecasting, Managerial Finance, Personnel Management, Treasury Management, Internal Controls, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Financial Planning
Education
Louisiana Tech University 1976 — 1980
Bachelor of Science (B.S.), Accounting and Finance
Jonathan Nida's Merrill Lynch Experience May 2014 - June 2015
Job Wealth Advisor
Industry Financial Services
Experience
Nida + Montgomery Wealth Advisors July 2015 - Present
Merrill Lynch May 2014 - June 2015
Norris Ferry Community Church March 2012 - May 2014
Georgia Baptist Convention August 2009 - May 2011
McDonald’s February 2009 - May 2009
Fastenal September 2006 - February 2007
Grace Christian School August 2005 - August 2006
Gold Law Firm January 2000 - January 2003
Skills
Administration, Writing, PowerPoint, Teaching, Word, Community Outreach, Nonprofits, Microsoft Word, Fundraising, Social Media
Education
Christian Ministry, The Southern Baptist Theological Seminary 2006 — 2011
Master of Divinity, Theology
The Southern Baptist Theological Seminary 2006 — 2011
Master of Divinity, Theology
Louisiana Tech University 2000 — 2004
Bachelor of Science, Biology
Louisiana Tech University 2000 — 2004
Bachelor of Science, Biology
Nida + Montgomery Wealth Advisors July 2015 - Present
Merrill Lynch May 2014 - June 2015
Norris Ferry Community Church March 2012 - May 2014
Georgia Baptist Convention August 2009 - May 2011
McDonald’s February 2009 - May 2009
Fastenal September 2006 - February 2007
Grace Christian School August 2005 - August 2006
Gold Law Firm January 2000 - January 2003
Skills
Administration, Writing, PowerPoint, Teaching, Word, Community Outreach, Nonprofits, Microsoft Word, Fundraising, Social Media
Education
Christian Ministry, The Southern Baptist Theological Seminary 2006 — 2011
Master of Divinity, Theology
The Southern Baptist Theological Seminary 2006 — 2011
Master of Divinity, Theology
Louisiana Tech University 2000 — 2004
Bachelor of Science, Biology
Louisiana Tech University 2000 — 2004
Bachelor of Science, Biology
DeWayne Crunk's Merrill Lynch Experience September 1986 - February 1995
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Waypoint Investment Group of Wells Fargo Advisors October 2013 - Present
RBC Wealth Management May 2008 - October 2013
Morgan Stanley Smith Barney February 1995 - May 2008
Merrill Lynch September 1986 - February 1995
Ingram Industries/Gulfco 1984 - 1986
NL Industries/NL Shaffer 1975 - 1984
Skills
Alternative Investments, Securities, Mutual Funds, Financial Advisory, Retirement, Investments, Equities
Education
Oklahoma City University 1982 — 1985
MBA, Finance
Louisiana Tech University 1969 — 1973
BA
Waypoint Investment Group of Wells Fargo Advisors October 2013 - Present
RBC Wealth Management May 2008 - October 2013
Morgan Stanley Smith Barney February 1995 - May 2008
Merrill Lynch September 1986 - February 1995
Ingram Industries/Gulfco 1984 - 1986
NL Industries/NL Shaffer 1975 - 1984
Skills
Alternative Investments, Securities, Mutual Funds, Financial Advisory, Retirement, Investments, Equities
Education
Oklahoma City University 1982 — 1985
MBA, Finance
Louisiana Tech University 1969 — 1973
BA
Robert Assaf's Merrill Lynch Experience November 1991 - July 2010
Job Investment Adviser Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2013 - Present
National Asset Management June 2012 - November 2014
Morgan Stanley Smith Barney July 2010 - December 2010
Merrill Lynch November 1991 - July 2010
Merrill Lynch November 1990 - July 2010
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7,63 and 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
LSU 1975 — 1978
BA
Tennessee State University
Economics
Principal Financial Group November 2013 - Present
National Asset Management June 2012 - November 2014
Morgan Stanley Smith Barney July 2010 - December 2010
Merrill Lynch November 1991 - July 2010
Merrill Lynch November 1990 - July 2010
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7,63 and 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
LSU 1975 — 1978
BA
Tennessee State University
Economics
Sandra P Jones's Merrill Lynch Experience May 1997 - March 2001
Job Realtor at Burns and Company
Industry Real Estate
Experience
Burns and Company July 2001 - Present
Merrill Lynch May 1997 - March 2001
Louisiana Companies May 1986 - April 1997
Skills
Home Staging, Real Estate, Move Up Buyers, Relocation Buyers, ABR, National Association of..., Listing Homes, Senior Real Estate, First Time Home Buyers, Residential Homes, Commercial Real Estate
Education
Louisiana Tech University 1971 — 1973
Bachelor of Science (B.S.), Marketing
Burns and Company July 2001 - Present
Merrill Lynch May 1997 - March 2001
Louisiana Companies May 1986 - April 1997
Skills
Home Staging, Real Estate, Move Up Buyers, Relocation Buyers, ABR, National Association of..., Listing Homes, Senior Real Estate, First Time Home Buyers, Residential Homes, Commercial Real Estate
Education
Louisiana Tech University 1971 — 1973
Bachelor of Science (B.S.), Marketing
Devin Sixt's Merrill Lynch Experience August 2014 - Present
Job Merrill Lynch Financial Advisor
Industry Marketing and Advertising
Experience
Merrill Lynch August 2014 - Present
Abstract Harmonics January 2012 - 2014
CKR Interactive May 2011 - 2013
Loyola Marymount University September 2011 - August 2012
Merrill Lynch May 2006 - July 2006
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Photoshop, Photography, Honesty, Photo Editing, BLOX, Prezi, Microsoft Excel, Editing, Image Editing, Social Media, Advertising, Leadership, Social Networking, Facebook, Social Media Marketing, Blogging, Communication, Integrity, Video Production, New Media, Digital Media, Mac, Research, Event Planning, Online Marketing, Creative Direction, Marketing, Online Advertising, Marketing Communications, Email Marketing, Adobe Creative Suite, Copywriting, Public Relations, SEO
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
The Chinese University of Hong Kong 2011 — 2011
IASP
Merrill Lynch August 2014 - Present
Abstract Harmonics January 2012 - 2014
CKR Interactive May 2011 - 2013
Loyola Marymount University September 2011 - August 2012
Merrill Lynch May 2006 - July 2006
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Photoshop, Photography, Honesty, Photo Editing, BLOX, Prezi, Microsoft Excel, Editing, Image Editing, Social Media, Advertising, Leadership, Social Networking, Facebook, Social Media Marketing, Blogging, Communication, Integrity, Video Production, New Media, Digital Media, Mac, Research, Event Planning, Online Marketing, Creative Direction, Marketing, Online Advertising, Marketing Communications, Email Marketing, Adobe Creative Suite, Copywriting, Public Relations, SEO
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
The Chinese University of Hong Kong 2011 — 2011
IASP
Dan Obiala's Merrill Lynch Experience September 1997 - August 2001
Job Vice President at Steinco
Industry Commercial Real Estate
Experience
Steinco February 2014 - Present
Advocate Commercial Real Estate Advisors September 2008 - January 2014
JSQ, Inc. April 2004 - September 2008
JD Partners February 2002 - April 2004
Merrill Lynch September 1997 - August 2001
Skills
Sales, Valuation, Financial Modeling, Corporate Real Estate, Business Development, Investment Properties, Commercial Leasing, Outlook, Lease Administration, Real Estate Development
Education
Loyola University of Chicago 1988 — 1992
Bachelor of Science, Criminal Justice
Hinsdale Central High School 1985 — 1987
Steinco February 2014 - Present
Advocate Commercial Real Estate Advisors September 2008 - January 2014
JSQ, Inc. April 2004 - September 2008
JD Partners February 2002 - April 2004
Merrill Lynch September 1997 - August 2001
Skills
Sales, Valuation, Financial Modeling, Corporate Real Estate, Business Development, Investment Properties, Commercial Leasing, Outlook, Lease Administration, Real Estate Development
Education
Loyola University of Chicago 1988 — 1992
Bachelor of Science, Criminal Justice
Hinsdale Central High School 1985 — 1987
Paris Rebeil's Merrill Lynch Experience July 2010 - August 2010
Job
Industry Law Practice
Experience
U.S. Securities and Exchange Commission May 2015 - August 2015
California Licensed Real Estate Agent October 2011 - August 2015
U.S. Securities and Exchange Commission January 2015 - April 2015
Federal Trade Commission May 2014 - August 2014
Los Angeles District Attorney May 2013 - August 2013
USC Sol Price School of Public Policy September 2011 - May 2012
Vokshori Law Group August 2010 - December 2010
Merrill Lynch July 2010 - August 2010
Corcoran Group Real Estate May 2010 - June 2010
Education
Loyola Law School, Loyola Marymount University 2012 — 2015
JD/MBA
University of Southern California 2008 — 2012
Bachelor of Business Administration, Bachelor of Public Policy, Management, and Planning
U.S. Securities and Exchange Commission May 2015 - August 2015
California Licensed Real Estate Agent October 2011 - August 2015
U.S. Securities and Exchange Commission January 2015 - April 2015
Federal Trade Commission May 2014 - August 2014
Los Angeles District Attorney May 2013 - August 2013
USC Sol Price School of Public Policy September 2011 - May 2012
Vokshori Law Group August 2010 - December 2010
Merrill Lynch July 2010 - August 2010
Corcoran Group Real Estate May 2010 - June 2010
Education
Loyola Law School, Loyola Marymount University 2012 — 2015
JD/MBA
University of Southern California 2008 — 2012
Bachelor of Business Administration, Bachelor of Public Policy, Management, and Planning
Alex Araya's Merrill Lynch Experience January 1997 - March 2000
Job Director of Business Development at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan June 2012 - Present
Kinder Morgan June 2005 - June 2012
Kinder Morgan January 2001 - June 2005
Legg Mason March 2000 - January 2001
Merrill Lynch January 1997 - March 2000
The Walt Disney Company August 1995 - January 1996
Skills
Natural Gas, Petroleum, Energy, Contract Negotiation, Upstream, Mergers, Business Development, Pipelines, Gas, Strategic Planning, Energy Industry, New Business Development
Education
University of South Florida 1996 — 1998
MBA, Finance, International Business, Marketing
Louisiana Tech University 1992 — 1996
BS, Marketing
Kinder Morgan June 2012 - Present
Kinder Morgan June 2005 - June 2012
Kinder Morgan January 2001 - June 2005
Legg Mason March 2000 - January 2001
Merrill Lynch January 1997 - March 2000
The Walt Disney Company August 1995 - January 1996
Skills
Natural Gas, Petroleum, Energy, Contract Negotiation, Upstream, Mergers, Business Development, Pipelines, Gas, Strategic Planning, Energy Industry, New Business Development
Education
University of South Florida 1996 — 1998
MBA, Finance, International Business, Marketing
Louisiana Tech University 1992 — 1996
BS, Marketing
Lindsey Nickerson's Merrill Lynch Experience September 2006 - February 2015
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
AdvoCare January 2009 - Present
Mayor's Commission for the Women of Bossier City March 2013 - Present
Merrill Lynch September 2006 - February 2015
Green Clinic 2001 - 2002
Skills
Leadership, Finance, Strategic Planning, Small Business, Teaching, Customer Service, Executive Management, Marketing, Due Diligence, Team Building, Fundraising, Portfolio Management, Investments, Banking, Loans, Commercial Banking, Public Speaking, Public Relations, Event Planning
Education
Louisiana Tech University 2001 — 2006
BS, Finance, Accounting
Morgan Stanley September 2015 - Present
AdvoCare January 2009 - Present
Mayor's Commission for the Women of Bossier City March 2013 - Present
Merrill Lynch September 2006 - February 2015
Green Clinic 2001 - 2002
Skills
Leadership, Finance, Strategic Planning, Small Business, Teaching, Customer Service, Executive Management, Marketing, Due Diligence, Team Building, Fundraising, Portfolio Management, Investments, Banking, Loans, Commercial Banking, Public Speaking, Public Relations, Event Planning
Education
Louisiana Tech University 2001 — 2006
BS, Finance, Accounting
Helene Colvin's Merrill Lynch Experience June 1999 - June 2001
Job V.P. at Invest Financial
Industry Financial Services
Experience
Invest Financail July 2003 - Present
Invest Financial July 2003 - Present
Raymond James Financial Inc. July 2001 - July 2003
Merrill Lynch June 1999 - June 2001
J.C.. Bradford & Co. February 1983 - June 1999
Education
Fair Park
Louisiana Tech University
Bachelor of Science (B.S.), Business Administration and Management, General
Invest Financail July 2003 - Present
Invest Financial July 2003 - Present
Raymond James Financial Inc. July 2001 - July 2003
Merrill Lynch June 1999 - June 2001
J.C.. Bradford & Co. February 1983 - June 1999
Education
Fair Park
Louisiana Tech University
Bachelor of Science (B.S.), Business Administration and Management, General
Alexander Di Musto's Merrill Lynch Experience March 1999 - October 2002
Job Vice President at Rent2Test
Industry Marketing and Advertising
Experience
Rent2Test February 2013 - Present
Starmark, LLC January 2010 - Present
Strategic Business Institute January 2010 - February 2012
Sunbeam Coporation April 2006 - January 2008
Panduit June 2005 - February 2007
EF Johnson January 2002 - December 2005
Merrill Lynch March 1999 - October 2002
Skills
Spanish, Italian, Portuguese, Marketing Communications, Nonprofits, Online Marketing, Marketing, International Sales, Finance, Brand Management, Event Management, Business Strategy, Public Relations, Market Research, Marketing Strategy, Digital Marketing, Copywriting, Negotiation, Online Advertising, E-commerce
Education
California School of Law 2010 — 2012
JD, Law - Internet
Loyola University of Chicago 2002 — 2004
MBA, International Business
Loyola University of Chicago 1995 — 2000
BBA, Marketing
De La Sale Collegiate
Rent2Test February 2013 - Present
Starmark, LLC January 2010 - Present
Strategic Business Institute January 2010 - February 2012
Sunbeam Coporation April 2006 - January 2008
Panduit June 2005 - February 2007
EF Johnson January 2002 - December 2005
Merrill Lynch March 1999 - October 2002
Skills
Spanish, Italian, Portuguese, Marketing Communications, Nonprofits, Online Marketing, Marketing, International Sales, Finance, Brand Management, Event Management, Business Strategy, Public Relations, Market Research, Marketing Strategy, Digital Marketing, Copywriting, Negotiation, Online Advertising, E-commerce
Education
California School of Law 2010 — 2012
JD, Law - Internet
Loyola University of Chicago 2002 — 2004
MBA, International Business
Loyola University of Chicago 1995 — 2000
BBA, Marketing
De La Sale Collegiate
paul mayeux's Merrill Lynch Experience March 1973 - Present
Job senior vice presidentinvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1973 - Present
United States Air Force March 1969 - March 1973
Education
Louisiana State University 1967 — 1969
Master's degree, Business Administration and Management, General
University of Notre Dame 1962 — 1966
Bachelor of Science (BS), Mechanical Engineering
Merrill Lynch March 1973 - Present
United States Air Force March 1969 - March 1973
Education
Louisiana State University 1967 — 1969
Master's degree, Business Administration and Management, General
University of Notre Dame 1962 — 1966
Bachelor of Science (BS), Mechanical Engineering
Balaji Venkataraman's Merrill Lynch Experience August 2005 - February 2009
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2009 - Present
Merrill Lynch August 2005 - February 2009
BNY Mellon December 2004 - August 2005
Education
Loyola University of Chicago 2002 — 2004
Master of Science (M.S.), Computer Science
Bank of America Merrill Lynch February 2009 - Present
Merrill Lynch August 2005 - February 2009
BNY Mellon December 2004 - August 2005
Education
Loyola University of Chicago 2002 — 2004
Master of Science (M.S.), Computer Science
Travis Clough's Merrill Lynch Experience August 2011 - September 2012
Job legal research at Self Employed
Industry Financial Services
Experience
Self Employed August 2009 - Present
Merrill Lynch August 2011 - September 2012
SELF EMMPLOYED May 2009 - September 2011
RED TREE HEALTH CARE 2007 - 2009
Skills
Series 7, series 66, Family Law, Contractual Agreements, Microsoft Office, Legal Research, Market Research, Sales Management, Instructor-led Training, Account Management, Uniform Combined State...
Education
Louisiana State University 2007 — 2010
Doctor of Law (J.D.), Law
University of Alabama 2003 — 2005
Master of Arts (MA), American Studies
Northwestern State University 1999 — 2003
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Self Employed August 2009 - Present
Merrill Lynch August 2011 - September 2012
SELF EMMPLOYED May 2009 - September 2011
RED TREE HEALTH CARE 2007 - 2009
Skills
Series 7, series 66, Family Law, Contractual Agreements, Microsoft Office, Legal Research, Market Research, Sales Management, Instructor-led Training, Account Management, Uniform Combined State...
Education
Louisiana State University 2007 — 2010
Doctor of Law (J.D.), Law
University of Alabama 2003 — 2005
Master of Arts (MA), American Studies
Northwestern State University 1999 — 2003
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Bridgett Barry Cofsky's Merrill Lynch Experience December 2001 - September 2006
Job
Industry Financial Services
Experience
Merrill Lynch December 2001 - September 2006
Education
Loyola University Chicago
Merrill Lynch December 2001 - September 2006
Education
Loyola University Chicago
Lindsey Kramer's Merrill Lynch Experience January 2013 - May 2013
Job Program Manager at Allscripts
Industry Hospital & Health Care
Experience
Allscripts April 2015 - Present
Allscripts May 2014 - March 2015
Allscripts April 2013 - April 2014
Merrill Lynch January 2013 - May 2013
Education
Quinlan School of Business, Loyola University Chicago 2015 — 2015
Project Management Certificate
Loyola University Chicago 2010 — 2014
B.S.
Allscripts April 2015 - Present
Allscripts May 2014 - March 2015
Allscripts April 2013 - April 2014
Merrill Lynch January 2013 - May 2013
Education
Quinlan School of Business, Loyola University Chicago 2015 — 2015
Project Management Certificate
Loyola University Chicago 2010 — 2014
B.S.
Iggy D'Anna, CRPC®'s Merrill Lynch Experience September 2014 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2014 - Present
Education
Loyola Marymount University
Bachelor of Science (B.S.)
Merrill Lynch September 2014 - Present
Education
Loyola Marymount University
Bachelor of Science (B.S.)
Anna Contreras's Merrill Lynch Experience July 1987 - April 1988
Job facility manager at Independence Village of Naperville
Industry Hospitality
Experience
Aurora Ave July 2011 - March 2013
Volunteer & Community Service January 2010 - January 2011
Grande Ronde Hospital September 2006 - December 2006
Walgreen's August 2001 - July 2002
Kraft General Foods February 1992 - March 1993
Kraft General Foods June 1989 - February 1992
Merrill Lynch July 1987 - April 1988
BMO Harris Bank June 1986 - July 1987
Howard Imports September 1984 - June 1986
JC Penney's May 1982 - November 1983
Education
Loyola University of Chicago 1981 — 1983
None, Business/Commerce, General, 3.8
Aurora Ave July 2011 - March 2013
Volunteer & Community Service January 2010 - January 2011
Grande Ronde Hospital September 2006 - December 2006
Walgreen's August 2001 - July 2002
Kraft General Foods February 1992 - March 1993
Kraft General Foods June 1989 - February 1992
Merrill Lynch July 1987 - April 1988
BMO Harris Bank June 1986 - July 1987
Howard Imports September 1984 - June 1986
JC Penney's May 1982 - November 1983
Education
Loyola University of Chicago 1981 — 1983
None, Business/Commerce, General, 3.8
John Marrone's Merrill Lynch Experience 1997 - 1998
Job Financial Adviser
Industry Financial Services
Experience
Marrone Financial January 2007 - Present
Credit Suisse 2004 - 2007
Roth Capital Partners 1998 - 2004
Merrill Lynch 1997 - 1998
Sutro & Co 1991 - 1998
Drexel Burnham Lambert 1986 - 1989
Bateman Eichler 1982 - 1986
Skills
Investments, Management, Financial Modeling, Finance, Asset Management, Equities, Valuation
Education
UCLA
Political Science
Loyola Marymount University
Political Science
Crespi High School
Marrone Financial January 2007 - Present
Credit Suisse 2004 - 2007
Roth Capital Partners 1998 - 2004
Merrill Lynch 1997 - 1998
Sutro & Co 1991 - 1998
Drexel Burnham Lambert 1986 - 1989
Bateman Eichler 1982 - 1986
Skills
Investments, Management, Financial Modeling, Finance, Asset Management, Equities, Valuation
Education
UCLA
Political Science
Loyola Marymount University
Political Science
Crespi High School
Rod Rodriguez's Merrill Lynch Experience November 1971 - Present
Job Managing DirectorInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1971 - Present
Skills
Investments, Management, Budgets, Financial Advisory, Mergers & Acquisitions, Leadership, Risk Management, Valuation, Wealth
Education
Louisiana State University 1967 — 1971
Bachelor of Science (BS), Finance and Financial Management Services
Merrill Lynch November 1971 - Present
Skills
Investments, Management, Budgets, Financial Advisory, Mergers & Acquisitions, Leadership, Risk Management, Valuation, Wealth
Education
Louisiana State University 1967 — 1971
Bachelor of Science (BS), Finance and Financial Management Services
Nick Astle's Merrill Lynch Experience November 2007 - February 2014
Job Partner at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network August 2015 - Present
Raymond James February 2014 - Present
Merrill Lynch November 2007 - February 2014
Skills
Investments, Finance, Securities, Series 7, Financial Analysis, Financial Planning, Financial Modeling, Asset Management, Public Speaking, Management, Social Media
Education
Loyola Marymount University 2003 — 2007
Business, Finance
Commonwealth Financial Network August 2015 - Present
Raymond James February 2014 - Present
Merrill Lynch November 2007 - February 2014
Skills
Investments, Finance, Securities, Series 7, Financial Analysis, Financial Planning, Financial Modeling, Asset Management, Public Speaking, Management, Social Media
Education
Loyola Marymount University 2003 — 2007
Business, Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank