Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jose Luis Cova Jose Luis Cova's Merrill Lynch Experience June 2013 - September 2013
Job Investment Analyst at Activest Wealth Management
Industry Banking
Experience
Activest Wealth Management January 2015 - Present
FlexFunds Exchange Traded Products April 2014 - November 2014
Merrill Lynch June 2013 - September 2013
Banesco Banco Universal June 2012 - August 2012
FOREX August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, C, Windows, Analysis, Finance, Financial Analysis, Investments, Financial Modeling, Portfolio Management
Education
University of Miami - School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Miami Dade College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Activest Wealth Management January 2015 - Present
FlexFunds Exchange Traded Products April 2014 - November 2014
Merrill Lynch June 2013 - September 2013
Banesco Banco Universal June 2012 - August 2012
FOREX August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, C, Windows, Analysis, Finance, Financial Analysis, Investments, Financial Modeling, Portfolio Management
Education
University of Miami - School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance
Miami Dade College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Jenny Buddig Jenny Buddig's Merrill Lynch Experience May 2014 - August 2014
Job MBA candidate at The University of Notre Dame
Industry Financial Services
Experience
Merrill Lynch May 2014 - August 2014
Brooksource October 2012 - May 2013
Brooksource August 2011 - May 2013
The Performance Pyramid January 2011 - May 2011
Bogan Elementary School August 2010 - December 2010
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Entrepreneurship
Miami University 2007 — 2011
Bachelor's Degree
University of Louisville 2009 — 2009
International Accounting and Business Law
Merrill Lynch May 2014 - August 2014
Brooksource October 2012 - May 2013
Brooksource August 2011 - May 2013
The Performance Pyramid January 2011 - May 2011
Bogan Elementary School August 2010 - December 2010
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (M.B.A.), Investments, Corporate Finance, Entrepreneurship
Miami University 2007 — 2011
Bachelor's Degree
University of Louisville 2009 — 2009
International Accounting and Business Law
Brad St.Clair Brad St.Clair's Merrill Lynch Experience May 2006 - August 2006
Job Senior Accountant, Corporate Accounting at Genesco
Industry Accounting
Experience
Genesco July 2014 - Present
Deloitte September 2009 - July 2014
Actus Lend Lease May 2008 - August 2008
Merrill Lynch May 2006 - August 2006
Skills
Financial Analysis, Financial Audits, External Audit, Auditing, CPA, Financial Reporting, Internal Controls
Education
Miami University 2005 — 2009
Business, Finance, Accounting
Genesco July 2014 - Present
Deloitte September 2009 - July 2014
Actus Lend Lease May 2008 - August 2008
Merrill Lynch May 2006 - August 2006
Skills
Financial Analysis, Financial Audits, External Audit, Auditing, CPA, Financial Reporting, Internal Controls
Education
Miami University 2005 — 2009
Business, Finance, Accounting
Abigail Rentschler Abigail Rentschler's Merrill Lynch Experience 2012 - 2013
Job Universal Banker at U.S. Bank
Industry Banking
Experience
U.S. Bank October 2014 - Present
Hyatt Regency August 2013 - October 2014
Merrill Lynch 2012 - 2013
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Leadership
U.S. Bank October 2014 - Present
Hyatt Regency August 2013 - October 2014
Merrill Lynch 2012 - 2013
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Leadership
Brandon T. Hatton Brandon T. Hatton's Merrill Lynch Experience July 2009 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
Studio Lenstory July 2006 - November 2008
Escola Americana de Campinas July 2002 - July 2006
American Community School at Beirut July 2000 - July 2002
Port Said American School July 1999 - July 2000
Education
Miami University 1993 — 1997
Bachelor of Science (BS), Social Science Education, Political Science, History
UNICAMP
Course Work, Methodology and Epistemology of the Image
Columbia University Teachers College
Course Work, Human Rights and Peace Education in Brazil and Apprenticeship for Global Security
Merrill Lynch July 2009 - Present
Studio Lenstory July 2006 - November 2008
Escola Americana de Campinas July 2002 - July 2006
American Community School at Beirut July 2000 - July 2002
Port Said American School July 1999 - July 2000
Education
Miami University 1993 — 1997
Bachelor of Science (BS), Social Science Education, Political Science, History
UNICAMP
Course Work, Methodology and Epistemology of the Image
Columbia University Teachers College
Course Work, Human Rights and Peace Education in Brazil and Apprenticeship for Global Security
Stacy McClure Stacy McClure's Merrill Lynch Experience August 1999 - September 2001
Job Technology Operations Center Compute Monitoring Tech II at SunGard AS
Industry Information Technology and Services
Experience
SunGard Availability Services April 2014 - Present
Sungard Availability Services December 2011 - Present
Insight Global November 2009 - December 2011
Northrop Grumman Corporation November 2004 - September 2006
Convergys November 2004 - January 2005
ValuTek January 1997 - November 2004
Merrill Lynch August 1999 - September 2001
Stone & Webster Engineering, Corporation September 1996 - September 1997
Stone & Webster Engineering Corporation May 1994 - July 1996
Olsten Staffing Services February 1994 - May 1994
Skills
Data Center, Managed Services, IT Service Management, Windows Server, Active Directory, Troubleshooting, Security, Computer Program, Mainframe, IBM Mainframe, LAN-WAN, Data Processing, System Setup, Support Systems, Administrative..., Computer Network..., Global Network..., Servers, Software Documentation, Networking, Computer Hardware, Technical Support, Software Installation, Switches, Hardware, BMC Remedy, Databases, Help Desk Support, Telecommunications, Access, VoIP, Unix, IT Operations, Juniper, Citrix, Storage Area Networks, Infrastructure, Firewalls, Cisco Technologies, TCP/IP, Operating Systems, Windows 7, Lotus Notes, IT Management, Network Administration, Network Security, Project Management, Solaris, BGP, ITIL v3 Foundations...
Education
Metropolitan State College of Denver 1989 — 1990
Accounting
Parks Business College 1982 — 1984
Associate of Science (A.S.), Applied Science, Data Processing & Computer Programming
SunGard Availability Services April 2014 - Present
Sungard Availability Services December 2011 - Present
Insight Global November 2009 - December 2011
Northrop Grumman Corporation November 2004 - September 2006
Convergys November 2004 - January 2005
ValuTek January 1997 - November 2004
Merrill Lynch August 1999 - September 2001
Stone & Webster Engineering, Corporation September 1996 - September 1997
Stone & Webster Engineering Corporation May 1994 - July 1996
Olsten Staffing Services February 1994 - May 1994
Skills
Data Center, Managed Services, IT Service Management, Windows Server, Active Directory, Troubleshooting, Security, Computer Program, Mainframe, IBM Mainframe, LAN-WAN, Data Processing, System Setup, Support Systems, Administrative..., Computer Network..., Global Network..., Servers, Software Documentation, Networking, Computer Hardware, Technical Support, Software Installation, Switches, Hardware, BMC Remedy, Databases, Help Desk Support, Telecommunications, Access, VoIP, Unix, IT Operations, Juniper, Citrix, Storage Area Networks, Infrastructure, Firewalls, Cisco Technologies, TCP/IP, Operating Systems, Windows 7, Lotus Notes, IT Management, Network Administration, Network Security, Project Management, Solaris, BGP, ITIL v3 Foundations...
Education
Metropolitan State College of Denver 1989 — 1990
Accounting
Parks Business College 1982 — 1984
Associate of Science (A.S.), Applied Science, Data Processing & Computer Programming
Monica Penichet's Merrill Lynch Experience September 2015 - Present
Job Registered client associate
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Bank of America July 2008 - Present
Bank of America January 2005 - July 2008
Bank of America November 2004 - January 2005
Skills
MIS, Banking, Mortgage Lending, Retail Banking, Loans, Commercial Banking, Cross Selling, Branch Banking, Credit Cards, Branch Management, Risk Management, Operational Risk, Operational Risk..., Mortgage Banking, Lines Of Credit, Deposits, Credit
Education
Miami Dade College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch September 2015 - Present
Bank of America July 2008 - Present
Bank of America January 2005 - July 2008
Bank of America November 2004 - January 2005
Skills
MIS, Banking, Mortgage Lending, Retail Banking, Loans, Commercial Banking, Cross Selling, Branch Banking, Credit Cards, Branch Management, Risk Management, Operational Risk, Operational Risk..., Mortgage Banking, Lines Of Credit, Deposits, Credit
Education
Miami Dade College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
RAJ A. NAIDU: MBA Finance, M.S. Engineering, EIT RAJ A. NAIDU: MBA Finance, M.S. Engineering, EIT's Merrill Lynch Experience January 2007 - June 2007
Job Engineering & Architectural Design Instructor at Katy ISD
Industry Civil Engineering
Experience
Katy ISD January 2015 - Present
RN GLOBAL CONSULTING GROUP - HOUSTON/KATY/SUGARLAND September 2013 - Present
RN GLOBAL CONSULTING GROUP - MIAMI June 2008 - September 2013
The Home Depot September 2012 - May 2013
Barry University January 2009 - December 2010
Atlas Traffic Management Systems June 2009 - November 2009
College of Business & Technology April 2009 - July 2009
The Sunland Group Corporation, LLC July 2007 - January 2009
Merrill Lynch January 2007 - June 2007
State of Alaska, Department of Transportation & Public Facilities (DOT/PF) July 1999 - September 2005
Skills
Project Scheduling: MS..., MS Office Suite: Word,..., Engineering: HCS 2010,..., Accounting/Finance: ..., Document Control: MS..., PowerPoint, Excel, Access, AutoCAD, MS Project, Portuguese, Microstation, ArcGIS, InRoads, SharePoint, Crystal Reports, Primavera, Internet Explorer, Outlook, Quickbooks, Word, Quicken, Microsoft Office, Construction, Engineering, Budgeting, Planning, Analysis, Contract Management, Problem Solving, Customer Relations, Spanish, English, Contract Negotiation, Scheduling, Supervisory Skills, Modeling, Documentation, Research, Coordination, Procurement, Customer Service, Administration, Teamwork, Mentoring, Business Strategy, Negotiation, Process Improvement, Project Planning, Microsoft Excel
Education
FLORIDA INTERNATIONAL UNIVERSITY - SCHOOL OF ENGINEERING 2011 — 2012
MASTER'S OF SCIENCE, TRANSPORTATION/TRAFFIC ENGINEERING
Houston Community College / University of Houston
Petroleum Engineering Technology
BARRY UNIVERSITY - ANDREAS SCHOOL OF BUSINESS
MASTER'S IN BUSINESS ADMINISTRATION, EMPHASIS: FINANCE, CUM LAUDE, 3.6
UNIVERSITY OF ALASKA FAIRBANKS - SCHOOL OF ENGINEERING
BACHELOR'S OF SCIENCE, CIVIL ENGINEERING - STRUCTURES/CONSTRUCTION
Alliance Frances 2006 — 2007
Level 4 Certificate, French Study
Berlitz Miami Language Center 2006 — 2007
French
Ibero Spanish School - Buenos Aires, Argentina 2005 — 2006
Advanced Spanish Certificate, Spanish
Miami Dade College 2010 — 2012
Language Study and Engineering Software, French Level 5, Portuguese 5, Italian 2, Spanish 6, Mandarin 3, Cad 2012, Quickbooks 2011, Revit 12
Katy ISD January 2015 - Present
RN GLOBAL CONSULTING GROUP - HOUSTON/KATY/SUGARLAND September 2013 - Present
RN GLOBAL CONSULTING GROUP - MIAMI June 2008 - September 2013
The Home Depot September 2012 - May 2013
Barry University January 2009 - December 2010
Atlas Traffic Management Systems June 2009 - November 2009
College of Business & Technology April 2009 - July 2009
The Sunland Group Corporation, LLC July 2007 - January 2009
Merrill Lynch January 2007 - June 2007
State of Alaska, Department of Transportation & Public Facilities (DOT/PF) July 1999 - September 2005
Skills
Project Scheduling: MS..., MS Office Suite: Word,..., Engineering: HCS 2010,..., Accounting/Finance: ..., Document Control: MS..., PowerPoint, Excel, Access, AutoCAD, MS Project, Portuguese, Microstation, ArcGIS, InRoads, SharePoint, Crystal Reports, Primavera, Internet Explorer, Outlook, Quickbooks, Word, Quicken, Microsoft Office, Construction, Engineering, Budgeting, Planning, Analysis, Contract Management, Problem Solving, Customer Relations, Spanish, English, Contract Negotiation, Scheduling, Supervisory Skills, Modeling, Documentation, Research, Coordination, Procurement, Customer Service, Administration, Teamwork, Mentoring, Business Strategy, Negotiation, Process Improvement, Project Planning, Microsoft Excel
Education
FLORIDA INTERNATIONAL UNIVERSITY - SCHOOL OF ENGINEERING 2011 — 2012
MASTER'S OF SCIENCE, TRANSPORTATION/TRAFFIC ENGINEERING
Houston Community College / University of Houston
Petroleum Engineering Technology
BARRY UNIVERSITY - ANDREAS SCHOOL OF BUSINESS
MASTER'S IN BUSINESS ADMINISTRATION, EMPHASIS: FINANCE, CUM LAUDE, 3.6
UNIVERSITY OF ALASKA FAIRBANKS - SCHOOL OF ENGINEERING
BACHELOR'S OF SCIENCE, CIVIL ENGINEERING - STRUCTURES/CONSTRUCTION
Alliance Frances 2006 — 2007
Level 4 Certificate, French Study
Berlitz Miami Language Center 2006 — 2007
French
Ibero Spanish School - Buenos Aires, Argentina 2005 — 2006
Advanced Spanish Certificate, Spanish
Miami Dade College 2010 — 2012
Language Study and Engineering Software, French Level 5, Portuguese 5, Italian 2, Spanish 6, Mandarin 3, Cad 2012, Quickbooks 2011, Revit 12
Kevin LaManna Kevin LaManna's Merrill Lynch Experience December 2004 - January 2008
Job Principal at SocialRaise
Industry Internet
Experience
SocialRaise April 2010 - Present
OurHelix April 2012 - Present
Roundarch Isobar April 2008 - February 2010
Merrill Lynch December 2004 - January 2008
GE Money Bank Denmark October 2004 - December 2004
GE First National Bank August 2004 - October 2004
GE Consumer Finance Singapore February 2004 - August 2004
GE Retail Sales Finance March 2003 - February 2004
GE Consumer Finance United Kingdom December 2002 - March 2003
GE Consumer Finance Denmark August 2002 - December 2002
Skills
Business Intelligence, Strategic Planning, Marketing Strategy, New Business Development, Salesforce.com, CRM, Fundraising, Web Applications, Web Content Management, Digital Marketing, Digital Strategy, Social Media, Creative Direction, Nonprofit Technology, SugarCRM, E-commerce, Analysis, Nonprofits, SAP, CMS, Management, Strategy
Education
Miami University 1998 — 2002
Bachelors of Arts, Information Systems/ Piano Performance, Magna Cum Laude
SocialRaise April 2010 - Present
OurHelix April 2012 - Present
Roundarch Isobar April 2008 - February 2010
Merrill Lynch December 2004 - January 2008
GE Money Bank Denmark October 2004 - December 2004
GE First National Bank August 2004 - October 2004
GE Consumer Finance Singapore February 2004 - August 2004
GE Retail Sales Finance March 2003 - February 2004
GE Consumer Finance United Kingdom December 2002 - March 2003
GE Consumer Finance Denmark August 2002 - December 2002
Skills
Business Intelligence, Strategic Planning, Marketing Strategy, New Business Development, Salesforce.com, CRM, Fundraising, Web Applications, Web Content Management, Digital Marketing, Digital Strategy, Social Media, Creative Direction, Nonprofit Technology, SugarCRM, E-commerce, Analysis, Nonprofits, SAP, CMS, Management, Strategy
Education
Miami University 1998 — 2002
Bachelors of Arts, Information Systems/ Piano Performance, Magna Cum Laude
Anna Wisniewski Anna Wisniewski's Merrill Lynch Experience May 2006 - August 2006
Job Senior Director of Sales at Trunk Club
Industry Retail
Experience
Trunk Club February 2015 - Present
Trunk Club February 2013 - Present
See (Anna) Jane. March 2010 - Present
Trunk Club September 2011 - January 2013
Huron Consulting Group December 2009 - September 2011
Huron Consulting Group July 2007 - December 2009
Merrill Lynch May 2006 - August 2006
Skills
Financial Analysis, Apparel, Fashion, Strategic Planning, Data Analysis, Microsoft Excel, Analytics, Financial Modeling
Education
Miami University 2004 — 2007
B.S., Finance and International Studies
Miami University 2003 — 2007
BS, Finance
Trunk Club February 2015 - Present
Trunk Club February 2013 - Present
See (Anna) Jane. March 2010 - Present
Trunk Club September 2011 - January 2013
Huron Consulting Group December 2009 - September 2011
Huron Consulting Group July 2007 - December 2009
Merrill Lynch May 2006 - August 2006
Skills
Financial Analysis, Apparel, Fashion, Strategic Planning, Data Analysis, Microsoft Excel, Analytics, Financial Modeling
Education
Miami University 2004 — 2007
B.S., Finance and International Studies
Miami University 2003 — 2007
BS, Finance
Elliott Berger Elliott Berger's Merrill Lynch Experience June 2012 - August 2012
Job JPMC Trade Support
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
Securities Training Corporation October 2013 - February 2015
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
University of Colorado at Boulder 2010 — 2013
Bachelor, Economics
Miami University 2009 — 2010
Ridge High School
Ridge High School
Ridge High School
JPMorgan Chase & Co. February 2015 - Present
Securities Training Corporation October 2013 - February 2015
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
University of Colorado at Boulder 2010 — 2013
Bachelor, Economics
Miami University 2009 — 2010
Ridge High School
Ridge High School
Ridge High School
Collin Jenkins Collin Jenkins's Merrill Lynch Experience June 2013 - April 2014
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Merrill Lynch June 2013 - April 2014
Rikkyo University June 2011 - December 2011
Muirfield Village Golf Club June 2005 - August 2010
Skills
Microsoft Office, Asset Allocation, Economics, Equity Research, Wealth Management, Financial Modeling, Financial Analysis, Research, Fixed Income, Entrepreneurship, Equities, Alternative Investments, Valuation, Investment Strategies, Portfolio Management, Finance
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance
立教大学 / Rikkyo University 2011 — 2011
International Exchange Program, International Business
Coffman
Wells Fargo Advisors April 2014 - Present
Merrill Lynch June 2013 - April 2014
Rikkyo University June 2011 - December 2011
Muirfield Village Golf Club June 2005 - August 2010
Skills
Microsoft Office, Asset Allocation, Economics, Equity Research, Wealth Management, Financial Modeling, Financial Analysis, Research, Fixed Income, Entrepreneurship, Equities, Alternative Investments, Valuation, Investment Strategies, Portfolio Management, Finance
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance
立教大学 / Rikkyo University 2011 — 2011
International Exchange Program, International Business
Coffman
Connor Mitchell's Merrill Lynch Experience May 2007 - August 2007
Job Vice President at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC November 2011 - Present
Livingstone Partners March 2010 - September 2011
Billow Butler & Company February 2009 - May 2010
Brown Gibbons Lang & Company June 2008 - December 2008
Merrill Lynch May 2007 - August 2007
Skills
Investments, Valuation, Business Strategy, LBO, Investment Banking, Mergers, Private Equity, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Corporate Finance, Due Diligence
Education
Miami University 2004 — 2008
Bachelors, Finance, Spanish
FocalPoint Partners, LLC November 2011 - Present
Livingstone Partners March 2010 - September 2011
Billow Butler & Company February 2009 - May 2010
Brown Gibbons Lang & Company June 2008 - December 2008
Merrill Lynch May 2007 - August 2007
Skills
Investments, Valuation, Business Strategy, LBO, Investment Banking, Mergers, Private Equity, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Corporate Finance, Due Diligence
Education
Miami University 2004 — 2008
Bachelors, Finance, Spanish
Cody Upp Cody Upp's Merrill Lynch Experience June 2014 - August 2014
Job Upp Technology Software Sales
Industry Warehousing
Experience
Upp Technology, Inc. June 2014 - Present
Merrill Lynch June 2014 - August 2014
Upp Technology, Inc. June 2010 - August 2013
Governor Quinn For Illinois June 2011 - October 2011
Skills
Salesforce Administrator, Microsoft Excel, SQL, Access, Pardot, Salesforce.com, Salesforce.com..., Marketing Automation, Data Analysis, SaaS, CRM, Lead Generation, Marketing Strategy, Business Analysis, SharePoint, Team Leadership, Leadership, Business Planning, PowerPoint, Microsoft Office
Education
Miami University 2012 — 2016
Bachelor's degree, Supply Chain Management, Economics, and Information System Analytics
Fenwick High School
Upp Technology, Inc. June 2014 - Present
Merrill Lynch June 2014 - August 2014
Upp Technology, Inc. June 2010 - August 2013
Governor Quinn For Illinois June 2011 - October 2011
Skills
Salesforce Administrator, Microsoft Excel, SQL, Access, Pardot, Salesforce.com, Salesforce.com..., Marketing Automation, Data Analysis, SaaS, CRM, Lead Generation, Marketing Strategy, Business Analysis, SharePoint, Team Leadership, Leadership, Business Planning, PowerPoint, Microsoft Office
Education
Miami University 2012 — 2016
Bachelor's degree, Supply Chain Management, Economics, and Information System Analytics
Fenwick High School
Alicia Starc Alicia Starc's Merrill Lynch Experience June 2009 - August 2009
Job Senior Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC October 2013 - June 2015
PwC September 2014 - December 2014
Miami University February 2011 - May 2013
PwC June 2012 - August 2012
The Timken Company May 2011 - August 2011
Karder Wind May 2010 - July 2010
Merrill Lynch June 2009 - August 2009
Skills
Leadership, Databases, Data Entry, Research, Tax, Tax Preparation, Data Analysis, Microsoft Excel, Corporate Tax, Time Management, Microsoft Office, Analysis, Accounting, CPA, Critical Thinking, Microsoft Word
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Accounting
Stow Munroe Falls High School 2005 — 2009
High School Diploma
PwC July 2015 - Present
PwC October 2013 - June 2015
PwC September 2014 - December 2014
Miami University February 2011 - May 2013
PwC June 2012 - August 2012
The Timken Company May 2011 - August 2011
Karder Wind May 2010 - July 2010
Merrill Lynch June 2009 - August 2009
Skills
Leadership, Databases, Data Entry, Research, Tax, Tax Preparation, Data Analysis, Microsoft Excel, Corporate Tax, Time Management, Microsoft Office, Analysis, Accounting, CPA, Critical Thinking, Microsoft Word
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Accounting
Stow Munroe Falls High School 2005 — 2009
High School Diploma
Doug Breitenbach's Merrill Lynch Experience October 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
PNC Wealth Management September 2010 - October 2013
PNC Financial Services Group, Inc. July 2009 - September 2010
PNC Bank May 2008 - July 2008
Skills
Financial Analysis, Loans, Financial Modeling, Credit, Portfolio Management, Accounting, Wealth Management, Sales, Credit Risk
Education
Miami University 2005 — 2009
Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
Finance
Merrill Lynch October 2013 - Present
PNC Wealth Management September 2010 - October 2013
PNC Financial Services Group, Inc. July 2009 - September 2010
PNC Bank May 2008 - July 2008
Skills
Financial Analysis, Loans, Financial Modeling, Credit, Portfolio Management, Accounting, Wealth Management, Sales, Credit Risk
Education
Miami University 2005 — 2009
Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
Finance
Mitchell Bryars Mitchell Bryars's Merrill Lynch Experience May 2008 - Present
Job Vice President, Merrill Lynch: Apple Tech Enthusiast
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Skills
Personal Financial..., Wealth Management, Mutual Funds, Equities, Fixed Income, Asset Managment, Insurance Annuities, Series 7, Series 8, Apple iPhone, iPad, iOS, Retirement Planning
Education
The Ohio State University 1978 — 1980
Master of Business Administration (M.B.A.), Business Administration and Management
Miami University 1968 — 1971
Bachelor of Science (BS), Finance
Merrill Lynch May 2008 - Present
Skills
Personal Financial..., Wealth Management, Mutual Funds, Equities, Fixed Income, Asset Managment, Insurance Annuities, Series 7, Series 8, Apple iPhone, iPad, iOS, Retirement Planning
Education
The Ohio State University 1978 — 1980
Master of Business Administration (M.B.A.), Business Administration and Management
Miami University 1968 — 1971
Bachelor of Science (BS), Finance
Julie Higgins Julie Higgins's Merrill Lynch Experience 2000 - 2001
Job VP, Private Banker, Private Client Reserve at U.S. Bank
Industry Financial Services
Experience
US Bank 2011 - Present
Wells Fargo Bank 2008 - 2011
Bank of America 2005 - 2008
Loyd Financial Management 2001 - 2005
Merrill Lynch 2000 - 2001
Skills
Strategic Financial..., Small Business Lending, Loan Origination, Loans, Credit Analysis, Securities, Underwriting, Cash Management, Commercial Banking, Credit, Banking, Portfolio Management, Retail Banking, Asset Management, Private Banking, Investments, Wealth Management..., Commercial Lending, Wealth Management, Credit Risk, Mortgage Lending, Asset Based Lending, Treasury Management, Relationship Management, Commercial Mortgages, Financial Planning, Refinance
Education
Metropolitan State University of Denver
Bachelor of Arts (B.A.), Double major: Marketing and Speech Communications
US Bank 2011 - Present
Wells Fargo Bank 2008 - 2011
Bank of America 2005 - 2008
Loyd Financial Management 2001 - 2005
Merrill Lynch 2000 - 2001
Skills
Strategic Financial..., Small Business Lending, Loan Origination, Loans, Credit Analysis, Securities, Underwriting, Cash Management, Commercial Banking, Credit, Banking, Portfolio Management, Retail Banking, Asset Management, Private Banking, Investments, Wealth Management..., Commercial Lending, Wealth Management, Credit Risk, Mortgage Lending, Asset Based Lending, Treasury Management, Relationship Management, Commercial Mortgages, Financial Planning, Refinance
Education
Metropolitan State University of Denver
Bachelor of Arts (B.A.), Double major: Marketing and Speech Communications
Mark W. Badalamenti Mark W. Badalamenti's Merrill Lynch Experience October 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management March 2013 - July 2014
Wells Fargo Advisors 2012 - 2013
PGA TOUR May 2011 - September 2011
Wells Fargo Advisors 2006 - 2011
Skills
Investments, Public Speaking, Customer Service, Financial Analysis, Sales, Marketing, Asset Allocation, Mutual Funds, Wealth Management, Securities, Retirement Planning, SmartStation, Microsoft Office, Bloomberg Terminal, Risk Management, Thompson One, Copywriting, Social Media, Finance, Client Services, Microsoft Excel, Asset Management, PowerPoint, Microsoft Word, Outlook, Wealth Management...
Education
Miami University 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
The Wardlaw - Hartridge School 1995 — 2008
Elementary - High School
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management March 2013 - July 2014
Wells Fargo Advisors 2012 - 2013
PGA TOUR May 2011 - September 2011
Wells Fargo Advisors 2006 - 2011
Skills
Investments, Public Speaking, Customer Service, Financial Analysis, Sales, Marketing, Asset Allocation, Mutual Funds, Wealth Management, Securities, Retirement Planning, SmartStation, Microsoft Office, Bloomberg Terminal, Risk Management, Thompson One, Copywriting, Social Media, Finance, Client Services, Microsoft Excel, Asset Management, PowerPoint, Microsoft Word, Outlook, Wealth Management...
Education
Miami University 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
The Wardlaw - Hartridge School 1995 — 2008
Elementary - High School
Brittany Flannigan Brittany Flannigan's Merrill Lynch Experience June 2014 - Present
Job PMD Program at Merrill Lynch
Industry Accounting
Experience
LA Fitness November 2014 - Present
Merrill Lynch June 2014 - Present
Third Channel April 2014 - Present
Miami Recreational Center August 2011 - May 2014
Kappa Kappa Gamma December 2012 - December 2013
KPMG June 2013 - August 2013
Kappa Kappa Gamma December 2011 - January 2013
Aspen Fitness Inc June 2011 - August 2012
AASB June 2012 - July 2012
Sugardaddy's Sumptuous Sweeties April 2010 - June 2010
Skills
Fitness, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Public Speaking, Entrepreneurship
Education
Miami University 2010 — 2014
Accounting with a minor in Entrepreneurship
University of Melbourne 2012 — 2012
Australian Politics
Olentangy Liberty High School 2006 — 2010
High School Diploma
LA Fitness November 2014 - Present
Merrill Lynch June 2014 - Present
Third Channel April 2014 - Present
Miami Recreational Center August 2011 - May 2014
Kappa Kappa Gamma December 2012 - December 2013
KPMG June 2013 - August 2013
Kappa Kappa Gamma December 2011 - January 2013
Aspen Fitness Inc June 2011 - August 2012
AASB June 2012 - July 2012
Sugardaddy's Sumptuous Sweeties April 2010 - June 2010
Skills
Fitness, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Public Speaking, Entrepreneurship
Education
Miami University 2010 — 2014
Accounting with a minor in Entrepreneurship
University of Melbourne 2012 — 2012
Australian Politics
Olentangy Liberty High School 2006 — 2010
High School Diploma
David Caraher, CFP David Caraher, CFP's Merrill Lynch Experience 2000 - 2009
Job Financial Advisor at Raymond James Financial Services Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC March 2009 - Present
Merrill Lynch 2000 - 2009
Fidelity Investments 1991 - 1999
Education
College of Financial Planning
Certified Financial Planner
Miami University
Raymond James Financial Services Inc. Member FINRA/SIPC March 2009 - Present
Merrill Lynch 2000 - 2009
Fidelity Investments 1991 - 1999
Education
College of Financial Planning
Certified Financial Planner
Miami University
Brian Pietrangelo Brian Pietrangelo's Merrill Lynch Experience 1998 - 2003
Job Managing Director Investment Consulting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - Present
Charles Schwab 2003 - 2006
Merrill Lynch 1998 - 2003
Towers Watson 1996 - 1998
Towers Watson 1993 - 1996
Skills
Investments, Employee Benefits, Institutional, Retirement, Financial Planning, Strategic Planning, Client Relationship..., Leadership Development
Education
University of Dayton 1991 — 1992
MBA
Miami University 1986 — 1990
Bachelor of Science, Finance
Charles Schwab January 2007 - Present
Charles Schwab 2003 - 2006
Merrill Lynch 1998 - 2003
Towers Watson 1996 - 1998
Towers Watson 1993 - 1996
Skills
Investments, Employee Benefits, Institutional, Retirement, Financial Planning, Strategic Planning, Client Relationship..., Leadership Development
Education
University of Dayton 1991 — 1992
MBA
Miami University 1986 — 1990
Bachelor of Science, Finance
James Basil James Basil's Merrill Lynch Experience July 2013 - August 2013
Job
Industry Banking
Experience
M&T Bank June 2014 - August 2014
Merrill Lynch July 2013 - August 2013
Education
Miami University 2012 — 2016
Finance
Canisius High School 2009 — 2012
M&T Bank June 2014 - August 2014
Merrill Lynch July 2013 - August 2013
Education
Miami University 2012 — 2016
Finance
Canisius High School 2009 — 2012
Cori Morenberg Cori Morenberg's Merrill Lynch Experience November 2005 - February 2007
Job Owner at Yonkers Peace Pottery Studio
Industry Consumer Services
Experience
Yonkers Peace Pottery Studio July 2013 - Present
Ms. Green-Clean 2007 - Present
Cori Morenberg Pottery 1994 - Present
Merrill Lynch November 2005 - February 2007
Cori M. Designs 2002 - 2004
Wildlife Conservation Society 2001 - 2003
The New York Botanical Garden 1994 - 1999
Greenpeace 1982 - 1983
Skills
writing, bookkeeping, personnel recruiting, personnel supervision, Intuitive, problem solving, ceramics, organizing, Relational Databases, Data Archiving, botanical museum..., ethnobotany, business launch, Management, Social Media, Customer Service, Online Marketing, Client-focused, Art, home cleaning, commercial cleaning, office cleaning, Carpet Cleaning, Area Rug Cleaning, upholstery cleaning, Furniture Cleaning, Pottery, Teaching, Jewelry Design, Handmade Jewelry, crafts, Ceramic, Upholstery, Fundraising, Lifestyle, Small Business, Craft, Writing, Marketing, Event Planning, Public Speaking, Social Media Marketing, Social Networking, Editing
Education
Miami University 1986 — 1994
BA, Botany
Tel Aviv University 1987 — 1988
Sophomore Year Abroad in Overseas Program, Middle East & Judaic Studies
Yonkers Peace Pottery Studio July 2013 - Present
Ms. Green-Clean 2007 - Present
Cori Morenberg Pottery 1994 - Present
Merrill Lynch November 2005 - February 2007
Cori M. Designs 2002 - 2004
Wildlife Conservation Society 2001 - 2003
The New York Botanical Garden 1994 - 1999
Greenpeace 1982 - 1983
Skills
writing, bookkeeping, personnel recruiting, personnel supervision, Intuitive, problem solving, ceramics, organizing, Relational Databases, Data Archiving, botanical museum..., ethnobotany, business launch, Management, Social Media, Customer Service, Online Marketing, Client-focused, Art, home cleaning, commercial cleaning, office cleaning, Carpet Cleaning, Area Rug Cleaning, upholstery cleaning, Furniture Cleaning, Pottery, Teaching, Jewelry Design, Handmade Jewelry, crafts, Ceramic, Upholstery, Fundraising, Lifestyle, Small Business, Craft, Writing, Marketing, Event Planning, Public Speaking, Social Media Marketing, Social Networking, Editing
Education
Miami University 1986 — 1994
BA, Botany
Tel Aviv University 1987 — 1988
Sophomore Year Abroad in Overseas Program, Middle East & Judaic Studies
Eric Mason Eric Mason's Merrill Lynch Experience August 2009 - September 2010
Job Staffing Executive at Robert Half International
Industry Financial Services
Experience
Robert Half International December 2012 - Present
Robert Half International June 2012 - Present
Merrill Lynch August 2009 - September 2010
Northwestern Mutual March 2009 - August 2009
Merrill Lynch May 2007 - May 2008
Skills
Finance, Investments, Financial Services, Risk Management, Recruiting, Portfolio Management, Mutual Funds, Equities, Leadership, Series 7, Asset Managment, Sales, Securities, Temporary Staffing, Accounting, Asset Management, Credit, Talent Acquisition, Talent Management, Contract Recruitment, College Recruiting
Education
Miami University 2004 — 2008
Bachelor, Finance
Park Tudor School
Robert Half International December 2012 - Present
Robert Half International June 2012 - Present
Merrill Lynch August 2009 - September 2010
Northwestern Mutual March 2009 - August 2009
Merrill Lynch May 2007 - May 2008
Skills
Finance, Investments, Financial Services, Risk Management, Recruiting, Portfolio Management, Mutual Funds, Equities, Leadership, Series 7, Asset Managment, Sales, Securities, Temporary Staffing, Accounting, Asset Management, Credit, Talent Acquisition, Talent Management, Contract Recruitment, College Recruiting
Education
Miami University 2004 — 2008
Bachelor, Finance
Park Tudor School
Jake Deady Jake Deady's Merrill Lynch Experience June 2012 - August 2012
Job Financial Reporting and Global Consolidations Accountant at Morningstar
Industry Accounting
Experience
Morningstar June 2015 - Present
Grant Thornton LLP July 2013 - November 2014
Miami University -Farmer School of Business September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Wilmette Park District June 2011 - August 2011
Skills
Mircosoft Office, Excel, Financial Accounting, Tax Accounting, Cost Accounting, Auditing, Microsoft Excel, Financial Analysis, Microsoft Word, Accounting, Microsoft Office, Customer Service, Analysis
Education
Miami University 2009 — 2013
Bachelor’s Degree, Accounting
John E. Dolibois Center (MUDEC) in Luxembourg 2011 — 2011
Study Abroad Program, Accounting
New Trier High School 2005 — 2009
High School
Morningstar June 2015 - Present
Grant Thornton LLP July 2013 - November 2014
Miami University -Farmer School of Business September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Wilmette Park District June 2011 - August 2011
Skills
Mircosoft Office, Excel, Financial Accounting, Tax Accounting, Cost Accounting, Auditing, Microsoft Excel, Financial Analysis, Microsoft Word, Accounting, Microsoft Office, Customer Service, Analysis
Education
Miami University 2009 — 2013
Bachelor’s Degree, Accounting
John E. Dolibois Center (MUDEC) in Luxembourg 2011 — 2011
Study Abroad Program, Accounting
New Trier High School 2005 — 2009
High School
Bryan Osler's Merrill Lynch Experience August 1998 - June 2001
Job Director of Sales & Marketing
Industry Telecommunications
Experience
CenturyLink December 2005 - Present
Alex R. Masson, Inc. June 2002 - December 2005
Merrill Lynch August 1998 - June 2001
Skills
Telecommunications, Marketing, Call Center, Competitive Analysis, Strategy, Product Marketing, Vendor Management, VoIP, Wireless, Sales Management, Sales, Management
Education
Rockhurst University 2005 — 2007
MBA
Miami University 1995 — 1997
CenturyLink December 2005 - Present
Alex R. Masson, Inc. June 2002 - December 2005
Merrill Lynch August 1998 - June 2001
Skills
Telecommunications, Marketing, Call Center, Competitive Analysis, Strategy, Product Marketing, Vendor Management, VoIP, Wireless, Sales Management, Sales, Management
Education
Rockhurst University 2005 — 2007
MBA
Miami University 1995 — 1997
Anne York Schneider Anne York Schneider's Merrill Lynch Experience May 1999 - January 2003
Job CoFounder, Healthy Roots Foundation (Formerly Bluegrass for Babies, Inc.)
Industry Nonprofit Organization Management
Experience
Healthy Roots Foundation (Formerly Bluegrass for Babies, Inc.) June 2009 - Present
Kindervelt of Cincinnati Children's Hospital Medical Center May 2011 - May 2013
Grosvenor Capital Management August 2003 - July 2005
Merrill Lynch May 1999 - January 2003
Merrill Lynch May 1999 - January 2003
Merrill Lynch May 1999 - January 2003
Merrill Lynch May 1999 - January 2003
Newton Investment Management August 1998 - February 1999
Skills
Hedge Funds, Fundraising, Program Management, Non-profits, Social Media, Investments, Portfolio Management, Equities, Marketing, Financial Analysis, Nonprofits, Event Management, Marketing Strategy, Mutual Funds, Leadership, Start-ups, Market Research, Investment Strategies, Volunteer Management, Leadership Development, Strategic Planning, Business Development, Management, Public Speaking, Event Planning, Sales, Budgets, Project Management, Business Strategy, Strategy, Entrepreneurship, Customer Service, Small Business, Data Analysis, New Business Development
Education
Xavier University - School of Business Administration 2005 — 2010
MBA
Miami University 1994 — 1998
B.S., Accountancy
Healthy Roots Foundation (Formerly Bluegrass for Babies, Inc.) June 2009 - Present
Kindervelt of Cincinnati Children's Hospital Medical Center May 2011 - May 2013
Grosvenor Capital Management August 2003 - July 2005
Merrill Lynch May 1999 - January 2003
Merrill Lynch May 1999 - January 2003
Merrill Lynch May 1999 - January 2003
Merrill Lynch May 1999 - January 2003
Newton Investment Management August 1998 - February 1999
Skills
Hedge Funds, Fundraising, Program Management, Non-profits, Social Media, Investments, Portfolio Management, Equities, Marketing, Financial Analysis, Nonprofits, Event Management, Marketing Strategy, Mutual Funds, Leadership, Start-ups, Market Research, Investment Strategies, Volunteer Management, Leadership Development, Strategic Planning, Business Development, Management, Public Speaking, Event Planning, Sales, Budgets, Project Management, Business Strategy, Strategy, Entrepreneurship, Customer Service, Small Business, Data Analysis, New Business Development
Education
Xavier University - School of Business Administration 2005 — 2010
MBA
Miami University 1994 — 1998
B.S., Accountancy
Molly Sawyer Molly Sawyer's Merrill Lynch Experience June 2011 - August 2011
Job Consumer Marketing Associate at GolinHarris
Industry Marketing and Advertising
Experience
GolinHarris September 2012 - Present
GolinHarris June 2012 - August 2012
PRISM (Honors/Service Learning Capstone) January 2012 - May 2012
Miami University August 2011 - May 2012
Phi Delta Theta Fraternity September 2011 - December 2011
Miami Business Enterprises January 2011 - December 2011
Merrill Lynch June 2011 - August 2011
WXRT-FM May 2011 - August 2011
Liquid Vision September 2010 - December 2010
Ian Lyons September 2010 - October 2010
Skills
Facebook, Social Media, PowerPoint, Blogging, Writing, Microsoft Office
Education
Miami University 2008 — 2012
Bachelors, Strategic Communication, Marketing
New Trier Township High School 2004 — 2008
GolinHarris September 2012 - Present
GolinHarris June 2012 - August 2012
PRISM (Honors/Service Learning Capstone) January 2012 - May 2012
Miami University August 2011 - May 2012
Phi Delta Theta Fraternity September 2011 - December 2011
Miami Business Enterprises January 2011 - December 2011
Merrill Lynch June 2011 - August 2011
WXRT-FM May 2011 - August 2011
Liquid Vision September 2010 - December 2010
Ian Lyons September 2010 - October 2010
Skills
Facebook, Social Media, PowerPoint, Blogging, Writing, Microsoft Office
Education
Miami University 2008 — 2012
Bachelors, Strategic Communication, Marketing
New Trier Township High School 2004 — 2008
Ian Kalmes Ian Kalmes's Merrill Lynch Experience July 2011 - December 2011
Job Compliance Officer Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
Citi February 2012 - March 2014
Citi December 2011 - March 2014
Merrill Lynch July 2011 - December 2011
Merrill Lynch August 2009 - July 2011
Merrill Lynch March 2007 - August 2009
Merrill Lynch July 2006 - March 2007
College Pro Painters May 2004 - August 2004
College Pro Painters February 2003 - August 2003
Skills
Product Control, User Acceptance Testing, Series 7, Data Analysis, Microsoft Office, Equities, Options, Process Improvement, Finance, Account Reconciliation, Trade Accounting, SAP Business Objects, Pershing's NetX 360, General Legal, Broadridge, General Ledger Research, Compliance Research, Financial Modeling, Accounts Payable, Data Entry, Accounts Receivable, Financial Reporting, Office Management, Financial Controlling, Cash Reconciliation, Journal Entries, Visual Basic, Financial Services, Analysis, Back Office, Middle Office, Accounting, Bloomberg, Settlement
Education
Miami University 2003 — 2006
Bachelor of Science, Business (Finance)
Loyola Academy 1998 — 2002
High school diploma
Bank of America Merrill Lynch March 2014 - Present
Citi February 2012 - March 2014
Citi December 2011 - March 2014
Merrill Lynch July 2011 - December 2011
Merrill Lynch August 2009 - July 2011
Merrill Lynch March 2007 - August 2009
Merrill Lynch July 2006 - March 2007
College Pro Painters May 2004 - August 2004
College Pro Painters February 2003 - August 2003
Skills
Product Control, User Acceptance Testing, Series 7, Data Analysis, Microsoft Office, Equities, Options, Process Improvement, Finance, Account Reconciliation, Trade Accounting, SAP Business Objects, Pershing's NetX 360, General Legal, Broadridge, General Ledger Research, Compliance Research, Financial Modeling, Accounts Payable, Data Entry, Accounts Receivable, Financial Reporting, Office Management, Financial Controlling, Cash Reconciliation, Journal Entries, Visual Basic, Financial Services, Analysis, Back Office, Middle Office, Accounting, Bloomberg, Settlement
Education
Miami University 2003 — 2006
Bachelor of Science, Business (Finance)
Loyola Academy 1998 — 2002
High school diploma
Jack Rutledge's Merrill Lynch Experience August 1998 - Present
Job Senior Financial Advisor Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 1998 - Present
MDI September 2010 - March 2012
Franchise Owner/ Val-Pak and Reach Magazine- direct mail advertising August 1988 - June 1998
Airborne Express 1974 - 1989
Skills
Budget, Public Speaking, Team Building, Coaching, Financial Analysis, Strategic Financial..., Investment Strategies, Alternative Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Asset Allocation, Series 7, Wealth Management, Series 65, Mutual Funds, Finance, Series 63
Education
Miami University 1973 — 1977
Business
William Henry Harrison Senior High School 1970 — 1973
Merrill Lynch August 1998 - Present
MDI September 2010 - March 2012
Franchise Owner/ Val-Pak and Reach Magazine- direct mail advertising August 1988 - June 1998
Airborne Express 1974 - 1989
Skills
Budget, Public Speaking, Team Building, Coaching, Financial Analysis, Strategic Financial..., Investment Strategies, Alternative Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Asset Allocation, Series 7, Wealth Management, Series 65, Mutual Funds, Finance, Series 63
Education
Miami University 1973 — 1977
Business
William Henry Harrison Senior High School 1970 — 1973
Greg Bush Greg Bush's Merrill Lynch Experience 1995 - 1999
Job IT Asset Management Analyst at Catholic Health Initiatives
Industry Hospital & Health Care
Experience
Catholic Health Initiatives September 2012 - January 2015
National CineMedia (NCM) August 2006 - August 2009
Merrill Lynch 1995 - 1999
Skills
Strategic Planning, HIPAA, Leadership, EHR, Customer Service, Process Improvement, Management, Vendor Management, Account Management, Program Management
Education
Metropolitan State University of Denver
Computer and Information Sciences and Support Services
Regis University
Accounting and Computer Science
Catholic Health Initiatives September 2012 - January 2015
National CineMedia (NCM) August 2006 - August 2009
Merrill Lynch 1995 - 1999
Skills
Strategic Planning, HIPAA, Leadership, EHR, Customer Service, Process Improvement, Management, Vendor Management, Account Management, Program Management
Education
Metropolitan State University of Denver
Computer and Information Sciences and Support Services
Regis University
Accounting and Computer Science
Carlene Jones's Merrill Lynch Experience June 2014 - August 2014
Job Business Analytics Student
Industry Information Services
Experience
University of Southern California Athletics January 2014 - Present
EasySize May 2015 - July 2015
Merrill Lynch June 2014 - August 2014
Skills
MySQL, Physical Data Modeling, Relational Data Modeling, Logical Data Modeling, Database Optimization, Oracle, Tableau, Microsoft Office, Java, PowerPoint, Social Media, Facebook, Research, Public Speaking, Event Planning, Social Networking, Microsoft Word, Time Management, Photoshop
Education
University of Southern California 2013 — 2017
B.S. Business Administration, Data Science, 3.7 out of 4.0 GPA
Miami University 2015 — 2015
Information Systems, Business Analytics, 3.95 out of 4.0 GPA
University of Southern California Athletics January 2014 - Present
EasySize May 2015 - July 2015
Merrill Lynch June 2014 - August 2014
Skills
MySQL, Physical Data Modeling, Relational Data Modeling, Logical Data Modeling, Database Optimization, Oracle, Tableau, Microsoft Office, Java, PowerPoint, Social Media, Facebook, Research, Public Speaking, Event Planning, Social Networking, Microsoft Word, Time Management, Photoshop
Education
University of Southern California 2013 — 2017
B.S. Business Administration, Data Science, 3.7 out of 4.0 GPA
Miami University 2015 — 2015
Information Systems, Business Analytics, 3.95 out of 4.0 GPA
Tom Keene Tom Keene's Merrill Lynch Experience January 1990 - November 2008
Job Vice President Wealth Management/Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2008 - Present
Merrill Lynch January 1990 - November 2008
Education
Miami Dade College 1970 — 1972
Broadcasting and Communications
UBS Financial Services, Inc. December 2008 - Present
Merrill Lynch January 1990 - November 2008
Education
Miami Dade College 1970 — 1972
Broadcasting and Communications
KRISTIN DORSEY KRISTIN DORSEY's Merrill Lynch Experience May 1996 - June 1999
Job Government Administration Professional
Industry Government Administration
Experience
Arvada Police Department November 2009 - Present
Denver Police Department April 2011 - June 2011
Arvada Police Department February 2001 - November 2009
Qwest June 1999 - January 2001
Merrill Lynch May 1996 - June 1999
Merrill Lynch January 1994 - May 1996
NEOdata February 1990 - December 1993
Education
Metropolitan State University of Denver
Criminal Justice/Law Enforcement Administration
Red Rocks Community College
Valencia College
Warren Occupational Technical Center
Arvada Police Department November 2009 - Present
Denver Police Department April 2011 - June 2011
Arvada Police Department February 2001 - November 2009
Qwest June 1999 - January 2001
Merrill Lynch May 1996 - June 1999
Merrill Lynch January 1994 - May 1996
NEOdata February 1990 - December 1993
Education
Metropolitan State University of Denver
Criminal Justice/Law Enforcement Administration
Red Rocks Community College
Valencia College
Warren Occupational Technical Center
Desiree Martinez Desiree Martinez's Merrill Lynch Experience October 1999 - October 2000
Job Office Manager at Tasman Geosciences
Industry Environmental Services
Experience
Tasman Geosciences October 2011 - Present
ECC-Environmental Chemical Corporation August 2009 - September 2011
Swinerton Builders July 2008 - August 2009
Lockton Companies July 2004 - October 2006
CADDO Design and Office Products/US Office Products November 2000 - April 2003
Merrill Lynch October 1999 - October 2000
Superior National Insurance Group/BICO May 1995 - October 1999
Skills
Research Project..., Organizational..., Organizational Structure, 20 years sold..., Excellent written and..., Strong problem solving..., Time Management, Multi-tasking, Multiple projects in..., Attention to detail, Sounds judgment, Professional, Motivated, Dependable, Trustworthy, Microsoft Office, Excel, Executive Management, Communication, Microsoft Excel, Client, Problem Solving, Projects, Project Management, Training, Access, Contract Negotiation, Construction Management, Customer Service, Project Planning, Sound, Administrative..., Microsoft Word, Process Scheduler, Software Documentation, Management, Fast Paced Environment, Budgets, PowerPoint, Data Entry, Recruiting, Human Resources, Team Building, Operations Management, System Administration, Strategic Planning, Supervisory Skills, Project Coordination, Spreadsheets, Adobe Acrobat
Education
East High School, Denver, Colorado
General Studies
Metropolitan State College of Denver
Bachelor of Science, Management
Tasman Geosciences October 2011 - Present
ECC-Environmental Chemical Corporation August 2009 - September 2011
Swinerton Builders July 2008 - August 2009
Lockton Companies July 2004 - October 2006
CADDO Design and Office Products/US Office Products November 2000 - April 2003
Merrill Lynch October 1999 - October 2000
Superior National Insurance Group/BICO May 1995 - October 1999
Skills
Research Project..., Organizational..., Organizational Structure, 20 years sold..., Excellent written and..., Strong problem solving..., Time Management, Multi-tasking, Multiple projects in..., Attention to detail, Sounds judgment, Professional, Motivated, Dependable, Trustworthy, Microsoft Office, Excel, Executive Management, Communication, Microsoft Excel, Client, Problem Solving, Projects, Project Management, Training, Access, Contract Negotiation, Construction Management, Customer Service, Project Planning, Sound, Administrative..., Microsoft Word, Process Scheduler, Software Documentation, Management, Fast Paced Environment, Budgets, PowerPoint, Data Entry, Recruiting, Human Resources, Team Building, Operations Management, System Administration, Strategic Planning, Supervisory Skills, Project Coordination, Spreadsheets, Adobe Acrobat
Education
East High School, Denver, Colorado
General Studies
Metropolitan State College of Denver
Bachelor of Science, Management
Britton Leigh Britton Leigh's Merrill Lynch Experience September 2001 - February 2005
Job Real Estate Institutional Sales at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management October 2009 - Present
M3 Capital Partners October 2005 - October 2010
LightPoint Capital March 2005 - October 2005
Merrill Lynch September 2001 - February 2005
ABN AMRO 1996 - 1998
Skills
Asset Management, Mutual Funds, Asset Managment, Real Estate, Private Equity, Joint Ventures, Valuation, Strategic Planning, Investment Properties, Banking
Education
Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS Business Administration, Finance and Pre-Med concentrations
Och-Ziff Capital Management October 2009 - Present
M3 Capital Partners October 2005 - October 2010
LightPoint Capital March 2005 - October 2005
Merrill Lynch September 2001 - February 2005
ABN AMRO 1996 - 1998
Skills
Asset Management, Mutual Funds, Asset Managment, Real Estate, Private Equity, Joint Ventures, Valuation, Strategic Planning, Investment Properties, Banking
Education
Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS Business Administration, Finance and Pre-Med concentrations
Heather Crawford Heather Crawford's Merrill Lynch Experience July 2010 - August 2011
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC May 2013 - Present
Concord Advisors August 2011 - May 2013
Merrill Lynch July 2010 - August 2011
Morgan Stanley Smith Barney August 2009 - September 2010
Century 21 Homestar & Homestar Mortgage February 2007 - August 2009
Allied Home Mortgage Capital Corporation February 1998 - February 2007
Education
Miami University 1989 — 1992
Bachelor of Science in Business, Marketing
PNC May 2013 - Present
Concord Advisors August 2011 - May 2013
Merrill Lynch July 2010 - August 2011
Morgan Stanley Smith Barney August 2009 - September 2010
Century 21 Homestar & Homestar Mortgage February 2007 - August 2009
Allied Home Mortgage Capital Corporation February 1998 - February 2007
Education
Miami University 1989 — 1992
Bachelor of Science in Business, Marketing
James A. Dillard James A. Dillard's Merrill Lynch Experience June 2007 - October 2007
Job Associate Director of Development at Oregon Food Bank
Industry Nonprofit Organization Management
Experience
Oregon Food Bank February 2014 - Present
United Way of the Columbia-Willamette July 2010 - July 2013
United Way of the Columbia-Willamette August 2008 - August 2010
Merrill Lynch June 2007 - October 2007
Swan Island Networks August 2004 - September 2006
Suffield Academy June 2002 - August 2004
Skills
Public Speaking, Non-profits, Fundraising
Education
Miami University 2000 — 2004
BA, History, Classical Humanities
Oregon Food Bank February 2014 - Present
United Way of the Columbia-Willamette July 2010 - July 2013
United Way of the Columbia-Willamette August 2008 - August 2010
Merrill Lynch June 2007 - October 2007
Swan Island Networks August 2004 - September 2006
Suffield Academy June 2002 - August 2004
Skills
Public Speaking, Non-profits, Fundraising
Education
Miami University 2000 — 2004
BA, History, Classical Humanities
Eduardo Coloma Eduardo Coloma's Merrill Lynch Experience 1995 - 2009
Job Branch Manager First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
ITA Global Securities Ltd. (Cayman) February 2013 - October 2014
ITA Financial Services February 2010 - January 2013
Amoloc Capital April 2009 - February 2010
Merrill Lynch 1995 - 2009
Merrill Lynch January 2004 - December 2005
CIC Capital 1990 - 1995
FAIC Securities 1984 - 1990
Skills
Wealth Management, Series 7, Securities, Investments, Fixed Income, FINRA, Alternative Investments, Asset Management, Series 63, Series 65, Asset Allocation, Bonds, Capital Markets, ETFs, Equities, Finance, Financial Services, Hedge Funds, High Net Worth..., Insurance, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Series 24, Series 6, Wealth Management...
Education
Merrill Lynch University 2004 — 2004
University of South Florida 1998 — 1999
CFP
Merrill Lynch University 1995 — 1997
Miami Dade College 1984 — 1986
Loyola High School 1980 — 1984
Wells Fargo Advisors, LLC November 2014 - Present
ITA Global Securities Ltd. (Cayman) February 2013 - October 2014
ITA Financial Services February 2010 - January 2013
Amoloc Capital April 2009 - February 2010
Merrill Lynch 1995 - 2009
Merrill Lynch January 2004 - December 2005
CIC Capital 1990 - 1995
FAIC Securities 1984 - 1990
Skills
Wealth Management, Series 7, Securities, Investments, Fixed Income, FINRA, Alternative Investments, Asset Management, Series 63, Series 65, Asset Allocation, Bonds, Capital Markets, ETFs, Equities, Finance, Financial Services, Hedge Funds, High Net Worth..., Insurance, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Series 24, Series 6, Wealth Management...
Education
Merrill Lynch University 2004 — 2004
University of South Florida 1998 — 1999
CFP
Merrill Lynch University 1995 — 1997
Miami Dade College 1984 — 1986
Loyola High School 1980 — 1984
Quinn Jones's Merrill Lynch Experience May 2013 - August 2013
Job Planner at Balasa Dinverno Foltz LLC
Industry Financial Services
Experience
Balasa Dinverno Foltz LLC June 2014 - Present
Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2011 - August 2012
Skills
Portfolio Assessment, Portfolio Performance..., Organizational..., Microsoft Office, Finance, Mutual Funds, Asset Allocation, Equities, Analysis, Project Planning, Retirement, Investment Strategies, Portfolio Management, Valuation, Wealth Management
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.) Farmer School of Business, Finance, Senior
Miami University Dolibois European Center 2012 — 2012
Focus in European Culture and Society
Boardman High School 2006 — 2010
Balasa Dinverno Foltz LLC June 2014 - Present
Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2011 - August 2012
Skills
Portfolio Assessment, Portfolio Performance..., Organizational..., Microsoft Office, Finance, Mutual Funds, Asset Allocation, Equities, Analysis, Project Planning, Retirement, Investment Strategies, Portfolio Management, Valuation, Wealth Management
Education
Miami University 2010 — 2014
Bachelor of Science (B.S.) Farmer School of Business, Finance, Senior
Miami University Dolibois European Center 2012 — 2012
Focus in European Culture and Society
Boardman High School 2006 — 2010
Ira Bernstein Ira Bernstein's Merrill Lynch Experience 1967 - April 1972
Job retired financial advisor
Industry Financial Services
Experience
financial advisor October 2012 - Present
Oppenheimer & Co. April 1972 - October 2012
Merrill Lynch 1967 - April 1972
Skills
Alternative Investments, Investments, Estate Planning, Asset Allocation, Investment Advisory, Fixed Income, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Bloomberg, Equities
Education
NYU Stern School of Business 1971 — 1974
Masters Business Administration, Finance
Miami University 1955 — 1959
BS - Marketing, Business & Naval Science
financial advisor October 2012 - Present
Oppenheimer & Co. April 1972 - October 2012
Merrill Lynch 1967 - April 1972
Skills
Alternative Investments, Investments, Estate Planning, Asset Allocation, Investment Advisory, Fixed Income, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Bloomberg, Equities
Education
NYU Stern School of Business 1971 — 1974
Masters Business Administration, Finance
Miami University 1955 — 1959
BS - Marketing, Business & Naval Science
Robert Ball, CFA, CAIA Robert Ball, CFA, CAIA's Merrill Lynch Experience September 2009 - December 2010
Job Portfolio Manager U.S. Bank Private Client Reserve
Industry Investment Management
Experience
School Employees Retirement System November 2013 - June 2014
Merrill Lynch September 2009 - December 2010
Ohio PERS August 1999 - August 2008
JPMorgan Chase July 1997 - August 1999
CFA Society of Columbus 1994 - 1999
Grange Insurance October 1985 - June 1997
Columbus Life Insurance Company 1979 - 1985
Skills
Options, Asset Management, Portfolio Management, Investments, Equities, Asset Allocation, Fixed Income, Series 7, Options Strategies, Bloomberg, Financial Modeling, Financial Analysis, Equity Research, Mutual Funds, Financial Markets, Securities, Investment Management, Bonds, Risk Management, Trading, Asset Managment, Hedge Funds, Alternative Investments, Valuation, Equity Trading, Finance, Corporate Finance, ETFs, Wealth Management, Derivatives, Credit, Private Equity, Equity Valuation, Emerging Markets, Investment Advisory, Investment Banking, Investment Strategies, Financial Advisory, Capital Markets, Series 63
Education
Miami University 1975 — 1979
B.S.B.A Dual Major, Finance and Accountancy
School Employees Retirement System November 2013 - June 2014
Merrill Lynch September 2009 - December 2010
Ohio PERS August 1999 - August 2008
JPMorgan Chase July 1997 - August 1999
CFA Society of Columbus 1994 - 1999
Grange Insurance October 1985 - June 1997
Columbus Life Insurance Company 1979 - 1985
Skills
Options, Asset Management, Portfolio Management, Investments, Equities, Asset Allocation, Fixed Income, Series 7, Options Strategies, Bloomberg, Financial Modeling, Financial Analysis, Equity Research, Mutual Funds, Financial Markets, Securities, Investment Management, Bonds, Risk Management, Trading, Asset Managment, Hedge Funds, Alternative Investments, Valuation, Equity Trading, Finance, Corporate Finance, ETFs, Wealth Management, Derivatives, Credit, Private Equity, Equity Valuation, Emerging Markets, Investment Advisory, Investment Banking, Investment Strategies, Financial Advisory, Capital Markets, Series 63
Education
Miami University 1975 — 1979
B.S.B.A Dual Major, Finance and Accountancy
Colleen Cyrus Colleen Cyrus's Merrill Lynch Experience 2006 - August 2008
Job Administrative Assistant at Adams, Stepner, Woltermann & Dusing, PLLC
Industry Law Practice
Experience
Adams, Stepner, Woltermann & Dusing, PLLC February 2012 - Present
Aldridge & Aldridge, PSC April 2011 - January 2012
Hatfield Law Office, PLLC July 2009 - April 2011
Johnson & Aldridge, PSC August 2008 - July 2009
Merrill Lynch 2006 - August 2008
Longshore Media Development Group, Inc. 2005 - 2006
Trinity Realty, LLC 2004 - 2005
Shumaker, Loop & Kendrick, LLP 1988 - 2003
Empire Securities Group, Inc. 1986 - 1988
Skills
Courts, Corporate Law, Criminal Law, Management, Microsoft Excel, Pleadings, Microsoft Word, Filing, Notary Public, Project Management, Time Management, Accounts Payable, Litigation Support, Document Review
Education
University of Toledo 1987 — 1987
Business/Marketing
Miami University 1983 — 1986
Business/Marketing
Adams, Stepner, Woltermann & Dusing, PLLC February 2012 - Present
Aldridge & Aldridge, PSC April 2011 - January 2012
Hatfield Law Office, PLLC July 2009 - April 2011
Johnson & Aldridge, PSC August 2008 - July 2009
Merrill Lynch 2006 - August 2008
Longshore Media Development Group, Inc. 2005 - 2006
Trinity Realty, LLC 2004 - 2005
Shumaker, Loop & Kendrick, LLP 1988 - 2003
Empire Securities Group, Inc. 1986 - 1988
Skills
Courts, Corporate Law, Criminal Law, Management, Microsoft Excel, Pleadings, Microsoft Word, Filing, Notary Public, Project Management, Time Management, Accounts Payable, Litigation Support, Document Review
Education
University of Toledo 1987 — 1987
Business/Marketing
Miami University 1983 — 1986
Business/Marketing
David L. Neer David L. Neer's Merrill Lynch Experience August 2010 - September 2014
Job Sr. Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS September 2014 - Present
Merrill Lynch August 2010 - September 2014
Skills
Retirement Planning, Wealth Management, Asset Allocation, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Portfolio Management, Fundraising, IRAs, 401k, Long-term Care
Education
Miami University 1956 — 1960
AB, Math
UBS September 2014 - Present
Merrill Lynch August 2010 - September 2014
Skills
Retirement Planning, Wealth Management, Asset Allocation, Finance, Series 7, Retirement, Asset Management, Investment Strategies, Portfolio Management, Fundraising, IRAs, 401k, Long-term Care
Education
Miami University 1956 — 1960
AB, Math
Tamara Savatic Tamara Savatic's Merrill Lynch Experience August 2012 - Present
Job Advisor Intern at Merrill Lynch
Industry Management Consulting
Experience
Merrill Lynch August 2012 - Present
Mynt Lounge March 2009 - Present
The Collection May 2012 - August 2012
BCBG Max Azria October 2008 - January 2010
Skills
Microsoft Excel, Microsoft Office, ADP Payroll, Microsoft Word, QuickBooks, ADP ezLaborManager, ADP HRB, Organizational..., Event Management, Customer Service, Talent Management, Team Building, PowerPoint, Public Speaking
Education
University of Miami - School of Business 2011 — 2013
Bachelor's, Business Management
Miami Dade College 2010 — 2011
AA, Business Administration
Ratko Vukicevic
Merrill Lynch August 2012 - Present
Mynt Lounge March 2009 - Present
The Collection May 2012 - August 2012
BCBG Max Azria October 2008 - January 2010
Skills
Microsoft Excel, Microsoft Office, ADP Payroll, Microsoft Word, QuickBooks, ADP ezLaborManager, ADP HRB, Organizational..., Event Management, Customer Service, Talent Management, Team Building, PowerPoint, Public Speaking
Education
University of Miami - School of Business 2011 — 2013
Bachelor's, Business Management
Miami Dade College 2010 — 2011
AA, Business Administration
Ratko Vukicevic
Tylan Matthiesen Tylan Matthiesen's Merrill Lynch Experience May 2007 - January 2008
Job Instructional Designer at Paycor
Industry Financial Services
Experience
Paycor July 2012 - Present
Paycor July 2010 - June 2012
Miami University April 2009 - May 2010
Sylvania Country Club April 2002 - August 2008
Merrill Lynch May 2007 - January 2008
Skills
Lectora, Camtasia, Captivate, Customer Service, Microsoft Office, Social Media, Facebook, YouTube, Management, PowerPoint, Microsoft Word, E-Learning, Technical Training, Corporate Communications, Documentation Practices
Education
Miami University 2006 — 2010
Bachelors, Management Information Systems
Paycor July 2012 - Present
Paycor July 2010 - June 2012
Miami University April 2009 - May 2010
Sylvania Country Club April 2002 - August 2008
Merrill Lynch May 2007 - January 2008
Skills
Lectora, Camtasia, Captivate, Customer Service, Microsoft Office, Social Media, Facebook, YouTube, Management, PowerPoint, Microsoft Word, E-Learning, Technical Training, Corporate Communications, Documentation Practices
Education
Miami University 2006 — 2010
Bachelors, Management Information Systems
Robert Ready's Merrill Lynch Experience April 1986 - May 1990
Job iDrver.com
Industry Automotive
Experience
iDrver,com August 1992 - Present
Merrill Lynch April 1986 - May 1990
Rusnak Auto Group January 1987 - December 1987
Eastern Air Lines November 1978 - September 1980
US Air Force November 1974 - August 1978
Skills
Automotive, Digital Marketing, Digital Media, Email Marketing, Advertising, B2B, Online Marketing, Direct Marketing, Marketing Strategy, Direct Mail, SEO, Social Media Marketing, Promotions, New Media, Social Networking, Lead Generation, Facebook, Sales, Online Advertising, Marketing Communications, Newsletters, Mobile Marketing, SEM, Customer Retention, Dealers, Brand Development, Website Development, E-commerce, Integrated Marketing, Web Marketing, Corporate Branding, PPC, Marketing Management, Creative Direction, Market Planning, Account Management, Digital Strategy, Media Planning, Google Analytics, Web Analytics, Brand Awareness, Media Buying, Advertising Sales
Education
Miami Dade College 1976 — 1978
BA, Business
iDrver,com August 1992 - Present
Merrill Lynch April 1986 - May 1990
Rusnak Auto Group January 1987 - December 1987
Eastern Air Lines November 1978 - September 1980
US Air Force November 1974 - August 1978
Skills
Automotive, Digital Marketing, Digital Media, Email Marketing, Advertising, B2B, Online Marketing, Direct Marketing, Marketing Strategy, Direct Mail, SEO, Social Media Marketing, Promotions, New Media, Social Networking, Lead Generation, Facebook, Sales, Online Advertising, Marketing Communications, Newsletters, Mobile Marketing, SEM, Customer Retention, Dealers, Brand Development, Website Development, E-commerce, Integrated Marketing, Web Marketing, Corporate Branding, PPC, Marketing Management, Creative Direction, Market Planning, Account Management, Digital Strategy, Media Planning, Google Analytics, Web Analytics, Brand Awareness, Media Buying, Advertising Sales
Education
Miami Dade College 1976 — 1978
BA, Business
RJ Thompson's Merrill Lynch Experience 1993 - 1995
Job
Industry Investment Management
Experience
Three Zero Three Capital Partners, LLC 2014 - Present
Ridge Capital Holdings, LLC 2012 - Present
Standard Chartered Bank 2008 - 2012
ABN AMRO Bank N.V. 2000 - 2008
Crescent Capital Management 1998 - 2000
Societe Generale Newedge 1995 - 1998
Merrill Lynch 1993 - 1995
Detroit Red Wings 1992 - 1992
Skills
Hedge Funds, Structured Products, Financial Markets, Alternative Investments, Derivatives, Private Banking, Equities, Mutual Funds, Wealth Management, Fixed Income, Options, Trading, Financial Structuring, Investments, Asset Management, Foreign Exchange, Commodity, Venture Capital, Entrepreneurship
Education
Miami University 1989 — 1993
Bachelor of Science (BSc)
Detroit Country Day School 1982 — 1989
Three Zero Three Capital Partners, LLC 2014 - Present
Ridge Capital Holdings, LLC 2012 - Present
Standard Chartered Bank 2008 - 2012
ABN AMRO Bank N.V. 2000 - 2008
Crescent Capital Management 1998 - 2000
Societe Generale Newedge 1995 - 1998
Merrill Lynch 1993 - 1995
Detroit Red Wings 1992 - 1992
Skills
Hedge Funds, Structured Products, Financial Markets, Alternative Investments, Derivatives, Private Banking, Equities, Mutual Funds, Wealth Management, Fixed Income, Options, Trading, Financial Structuring, Investments, Asset Management, Foreign Exchange, Commodity, Venture Capital, Entrepreneurship
Education
Miami University 1989 — 1993
Bachelor of Science (BSc)
Detroit Country Day School 1982 — 1989
Ryan Curran Ryan Curran's Merrill Lynch Experience 2006 - 2007
Job Experienced process improvement leader
Industry Financial Services
Experience
Fulton Financial Corporation 2015 - Present
Voya Financial 2011 - 2015
The Guardian Life Insurance Company of America 2010 - 2011
ING 2009 - 2010
ING 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Skills
Six Sigma, Process Improvement, Operational Excellence, Call Center, Vendor Management, Change Management, Coaching, Strategic Planning, Customer Experience, Outsourcing, Capital Budgeting, Business Process..., Business Process, Leadership, Project Management, Analysis, Management, Training, Budgets, Strategy
Education
Penn State University 2012 — 2014
Master of Business Administration (MBA)
University of Delaware 1997 — 2000
Bachelor of Science (B.S.), Finance
Miami University 1996 — 1997
Fulton Financial Corporation 2015 - Present
Voya Financial 2011 - 2015
The Guardian Life Insurance Company of America 2010 - 2011
ING 2009 - 2010
ING 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Skills
Six Sigma, Process Improvement, Operational Excellence, Call Center, Vendor Management, Change Management, Coaching, Strategic Planning, Customer Experience, Outsourcing, Capital Budgeting, Business Process..., Business Process, Leadership, Project Management, Analysis, Management, Training, Budgets, Strategy
Education
Penn State University 2012 — 2014
Master of Business Administration (MBA)
University of Delaware 1997 — 2000
Bachelor of Science (B.S.), Finance
Miami University 1996 — 1997
Eric Sevillia Eric Sevillia's Merrill Lynch Experience May 2007 - August 2007
Job Cross Borders Mergers & Acquisitions Advisory Latin America and Europe at Athelera
Industry Financial Services
Experience
Athelera July 2011 - Present
Financiers Without Borders October 2009 - Present
Credit Suisse April 2011 - July 2011
Anvil Advisors January 2010 - April 2011
Aleutian Capital Partners August 2008 - January 2010
Oppenheimer & Co. November 2007 - February 2008
Merrill Lynch May 2007 - August 2007
Skills
Entrepreneurship, Economics, Investment Banking, Valuation, Private Equity, Latin America, Corporate Finance, Venture Capital, Spanish, Financial Modeling, Investments, Emerging Markets, Mergers & Acquisitions, M&A experience, Analysis, Asset Management, LBO, Finance, Financial Analysis, Capital Markets, Due Diligence, Corporate Development, Business Valuation, Bloomberg, Financial Structuring, Structured Finance, DCF, Derivatives, Equity Valuation, Private Placements, Restructuring, Equities, Project Finance, M, Hedge Funds, Leveraged Finance, Alternative Investments, M&A analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science (B.S.), Economics and Finance
Miami Dade College 2004 — 2006
Associate in Arts, Economics
Athelera July 2011 - Present
Financiers Without Borders October 2009 - Present
Credit Suisse April 2011 - July 2011
Anvil Advisors January 2010 - April 2011
Aleutian Capital Partners August 2008 - January 2010
Oppenheimer & Co. November 2007 - February 2008
Merrill Lynch May 2007 - August 2007
Skills
Entrepreneurship, Economics, Investment Banking, Valuation, Private Equity, Latin America, Corporate Finance, Venture Capital, Spanish, Financial Modeling, Investments, Emerging Markets, Mergers & Acquisitions, M&A experience, Analysis, Asset Management, LBO, Finance, Financial Analysis, Capital Markets, Due Diligence, Corporate Development, Business Valuation, Bloomberg, Financial Structuring, Structured Finance, DCF, Derivatives, Equity Valuation, Private Placements, Restructuring, Equities, Project Finance, M, Hedge Funds, Leveraged Finance, Alternative Investments, M&A analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Bachelor of Science (B.S.), Economics and Finance
Miami Dade College 2004 — 2006
Associate in Arts, Economics
Lindsay Badcock Lindsay Badcock's Merrill Lynch Experience July 2004 - April 2008
Job Event Producer at Yifat Oren & Associates
Industry Retail
Experience
Yifat Oren & Associates November 2014 - Present
BCBGMAXAZRIAGROUP December 2011 - October 2014
Camuto Group August 2010 - December 2011
CBRE Investors March 2009 - August 2010
Play Couture April 2008 - March 2009
Merrill Lynch July 2004 - April 2008
Skills
Budgets, Marketing, Management, CRM, Public Relations, Training, Sales, Social Media, Visual Merchandising, Event Management, Strategic Planning, Strategic Partnerships, Retail, Human Resources, Marketing Strategy, Event Planning, Customer Service, Social Media Marketing
Education
Miami University 2000 — 2004
Bachelors, Marketing and Entrepreneurship
Yifat Oren & Associates November 2014 - Present
BCBGMAXAZRIAGROUP December 2011 - October 2014
Camuto Group August 2010 - December 2011
CBRE Investors March 2009 - August 2010
Play Couture April 2008 - March 2009
Merrill Lynch July 2004 - April 2008
Skills
Budgets, Marketing, Management, CRM, Public Relations, Training, Sales, Social Media, Visual Merchandising, Event Management, Strategic Planning, Strategic Partnerships, Retail, Human Resources, Marketing Strategy, Event Planning, Customer Service, Social Media Marketing
Education
Miami University 2000 — 2004
Bachelors, Marketing and Entrepreneurship
Alison Cantono Alison Cantono's Merrill Lynch Experience 2009 - 2011
Job Finance & Governance, Bank Control at Bank of America
Industry Banking
Experience
Bank of America August 2011 - Present
Merrill Lynch 2009 - 2011
Merrill Lynch April 2005 - March 2009
Merrill Lynch February 2004 - April 2005
Merrill Lynch April 2000 - February 2004
Merrill Lynch Investment Managers February 1998 - 2000
Merrill Lynch August 1997 - February 1998
Skills
Banking, Series 7, Treasury, Bloomberg, Financial Analysis, Investments, Hedge Funds, Credit, Capital Markets, Financial Services, Securities, Credit Analysis, Mutual Funds, Funding, Finance, Alternative Investments, Loans
Education
Miami University 1993 — 1997
BS
Bank of America August 2011 - Present
Merrill Lynch 2009 - 2011
Merrill Lynch April 2005 - March 2009
Merrill Lynch February 2004 - April 2005
Merrill Lynch April 2000 - February 2004
Merrill Lynch Investment Managers February 1998 - 2000
Merrill Lynch August 1997 - February 1998
Skills
Banking, Series 7, Treasury, Bloomberg, Financial Analysis, Investments, Hedge Funds, Credit, Capital Markets, Financial Services, Securities, Credit Analysis, Mutual Funds, Funding, Finance, Alternative Investments, Loans
Education
Miami University 1993 — 1997
BS
Shae Devlin Shae Devlin's Merrill Lynch Experience April 2000 - April 2002
Job Sr Project Accountant at Haselden Construction
Industry Construction
Experience
Haselden Construction April 2002 - Present
Merrill Lynch April 2000 - April 2002
Stewart & Stevenson May 1993 - April 2000
Skills
Microsoft Excel, Microsoft Word, CMiC, Management, Payroll, Construction, Construction Management, Invoicing, Customer Service, Pre-construction, Contract Management, Internal Audit, Outlook, Process Improvement, Budgets, Value Engineering, Team Building, PowerPoint, Supervisory Skills, Accounts Payable, Project Management, Leadership, Microsoft Office, Accounting, Data Entry, CPM Scheduling, Project Planning, Cost Control, Change Orders, Subcontracting, Process Scheduler, SharePoint, Contractors
Education
Metropolitan State College of Denver 1995 — 2005
BS, Accounting
Haselden Construction April 2002 - Present
Merrill Lynch April 2000 - April 2002
Stewart & Stevenson May 1993 - April 2000
Skills
Microsoft Excel, Microsoft Word, CMiC, Management, Payroll, Construction, Construction Management, Invoicing, Customer Service, Pre-construction, Contract Management, Internal Audit, Outlook, Process Improvement, Budgets, Value Engineering, Team Building, PowerPoint, Supervisory Skills, Accounts Payable, Project Management, Leadership, Microsoft Office, Accounting, Data Entry, CPM Scheduling, Project Planning, Cost Control, Change Orders, Subcontracting, Process Scheduler, SharePoint, Contractors
Education
Metropolitan State College of Denver 1995 — 2005
BS, Accounting
Renee Milyiori Renee Milyiori's Merrill Lynch Experience June 2010 - December 2012
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2012 - Present
Merrill Lynch June 2010 - December 2012
Other May 2009 - June 2010
GE Capital May 2003 - May 2009
Boeing 2002 - 2003
Other September 2001 - September 2002
GE Capital 2000 - 2001
GE Capital 1997 - 2000
GE Capital 1995 - 1997
GE Capital 1992 - 1995
Skills
Financial Analysis, Finance, Portfolio Management, Financial Modeling, Financial Planning, Financial Services, Management, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
The University of Chicago - Booth School of Business 1997 — 2000
MBA, Finance
Miami University
BS, Mathematics
UBS Wealth Management December 2012 - Present
Merrill Lynch June 2010 - December 2012
Other May 2009 - June 2010
GE Capital May 2003 - May 2009
Boeing 2002 - 2003
Other September 2001 - September 2002
GE Capital 2000 - 2001
GE Capital 1997 - 2000
GE Capital 1995 - 1997
GE Capital 1992 - 1995
Skills
Financial Analysis, Finance, Portfolio Management, Financial Modeling, Financial Planning, Financial Services, Management, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
The University of Chicago - Booth School of Business 1997 — 2000
MBA, Finance
Miami University
BS, Mathematics
David N. Seaman David N. Seaman's Merrill Lynch Experience August 1992 - September 2009
Job Client Portfolio Mgr JP Morgan Asset Mgmt
Industry Investment Management
Experience
J.P. Morgan Asset Management February 2013 - Present
Higbee Road II/Seaman Family Farms October 2000 - Present
BNP Paribas October 2010 - October 2012
Merrill Lynch August 1992 - September 2009
Skills
High Yield Fixed Income
Education
Miami University 1984 — 1988
Bachelor of Science (B.S.), Finance and Economics
J.P. Morgan Asset Management February 2013 - Present
Higbee Road II/Seaman Family Farms October 2000 - Present
BNP Paribas October 2010 - October 2012
Merrill Lynch August 1992 - September 2009
Skills
High Yield Fixed Income
Education
Miami University 1984 — 1988
Bachelor of Science (B.S.), Finance and Economics
Tee McCabe Tee McCabe's Merrill Lynch Experience January 2010 - February 2012
Job TPA GOLF President
Industry Financial Services
Experience
TPA GOLF January 2014 - Present
Morgan Stanley February 2012 - December 2013
Merrill Lynch January 2010 - February 2012
PGA Tour Inc. January 2007 - November 2009
Skills
Golf Club Design, 3D Printing, NX Unigraphics, SolidWorks, Rapid Prototyping, Keyshot, Photoshop, Illustrator, CAD, Golf, Hedge Funds, Private Equity, Estate Planning, Options, Stocks, Bonds
Education
Miami University 1995 — 1999
B.S., Finance and Accounting degree
TPA GOLF January 2014 - Present
Morgan Stanley February 2012 - December 2013
Merrill Lynch January 2010 - February 2012
PGA Tour Inc. January 2007 - November 2009
Skills
Golf Club Design, 3D Printing, NX Unigraphics, SolidWorks, Rapid Prototyping, Keyshot, Photoshop, Illustrator, CAD, Golf, Hedge Funds, Private Equity, Estate Planning, Options, Stocks, Bonds
Education
Miami University 1995 — 1999
B.S., Finance and Accounting degree
Lilliam Leon-Gonzalez Lilliam Leon-Gonzalez's Merrill Lynch Experience March 2012 - February 2014
Job Relationship Manager, Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank March 2014 - Present
Merrill Lynch March 2012 - February 2014
Citi Private Bank November 1999 - February 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Wealth Management..., Private Banking, Financial Advisory, High Net Worth..., Capital Markets, Alternative Investments, Uniform Combined State..., Relationship Management, Banking
Education
Miami Dade College
HSBC Private Bank March 2014 - Present
Merrill Lynch March 2012 - February 2014
Citi Private Bank November 1999 - February 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Wealth Management..., Private Banking, Financial Advisory, High Net Worth..., Capital Markets, Alternative Investments, Uniform Combined State..., Relationship Management, Banking
Education
Miami Dade College
Stephen Issleib Stephen Issleib's Merrill Lynch Experience July 1986 - February 1993
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 1999 - Present
Credit Suisse May 1993 - March 1999
Merrill Lynch July 1986 - February 1993
Education
The Ohio State University Fisher College of Business 1982 — 1984
MBA, Finance
Miami University 1978 — 1982
BS, Accounting
Northwestern Mutual March 1999 - Present
Credit Suisse May 1993 - March 1999
Merrill Lynch July 1986 - February 1993
Education
The Ohio State University Fisher College of Business 1982 — 1984
MBA, Finance
Miami University 1978 — 1982
BS, Accounting
Daniel Jasper's Merrill Lynch Experience May 2012 - August 2012
Job Associate at Grosvenor Capital Management L.P.
Industry Investment Management
Experience
GCM Grosvenor March 2014 - Present
Merrill Lynch May 2012 - August 2012
Dayton Freight Lines June 2011 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Teamwork, English, Windows, Photoshop, Research, Access, Bloomberg Terminal, Reuters, Management, Public Speaking
Education
The Ohio State University Fisher College of Business 2010 — 2013
Bachelor's Degree, Finance, Investments
Miami University 2009 — 2010
Business Administration and Management, General
GCM Grosvenor March 2014 - Present
Merrill Lynch May 2012 - August 2012
Dayton Freight Lines June 2011 - May 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Teamwork, English, Windows, Photoshop, Research, Access, Bloomberg Terminal, Reuters, Management, Public Speaking
Education
The Ohio State University Fisher College of Business 2010 — 2013
Bachelor's Degree, Finance, Investments
Miami University 2009 — 2010
Business Administration and Management, General
Brittany Shilling's Merrill Lynch Experience June 2010 - August 2010
Job Merchandise Coordinator at Big Lots, Inc.
Industry Retail
Experience
Big Lots July 2014 - Present
J.P. Morgan August 2013 - July 2014
JPMorgan Chase August 2011 - August 2013
Merrill Lynch June 2010 - August 2010
Rossman & Co May 2009 - August 2009
Custom Color Designs June 2003 - August 2008
Skills
Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Customer Service, Financial Analysis, Investments, Finance, PowerPoint, Project Management, Sales, Team Leadership, Strategic Planning, Outlook, Leadership, Customer Satisfaction, Time Management, Organization Skills, SDLC, Agile Methodologies
Education
Miami University 2007 — 2011
B.S, Finance; Interactive Media Studies
Big Lots July 2014 - Present
J.P. Morgan August 2013 - July 2014
JPMorgan Chase August 2011 - August 2013
Merrill Lynch June 2010 - August 2010
Rossman & Co May 2009 - August 2009
Custom Color Designs June 2003 - August 2008
Skills
Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Customer Service, Financial Analysis, Investments, Finance, PowerPoint, Project Management, Sales, Team Leadership, Strategic Planning, Outlook, Leadership, Customer Satisfaction, Time Management, Organization Skills, SDLC, Agile Methodologies
Education
Miami University 2007 — 2011
B.S, Finance; Interactive Media Studies
Jay Voigt's Merrill Lynch Experience July 2009 - January 2010
Job President of Omega Group International
Industry Food & Beverages
Experience
Omega Group International June 2009 - Present
Bev-Co Distribution February 2007 - July 2010
Merrill Lynch July 2009 - January 2010
Bev-Co February 2007 - May 2009
Frostshot Inc January 2006 - January 2007
Bankers Real Estate January 2005 - January 2007
Merrill Lynch Wealth Management July 2006 - December 2006
Steel Hector & Davis, LLP January 2000 - January 2005
Skills
Public Relations, Analysis, Management, CRM, Customer Service, Marketing Strategy, Accounts Payable, Sales, Inventory Management, Advertising, Sales Operations, Accounting, Microsoft Excel, Financial Analysis, Strategic Planning, Sales Management, Negotiation, New Business Development, Team Building, Business Strategy, Marketing, Budgets, Business Planning, Microsoft Office, Contract Negotiation
Education
Miami Dade College 2003 — 2007
Business Administration
Keystone National High School 1998 — 2002
High School Diploma
Belen
Omega Group International June 2009 - Present
Bev-Co Distribution February 2007 - July 2010
Merrill Lynch July 2009 - January 2010
Bev-Co February 2007 - May 2009
Frostshot Inc January 2006 - January 2007
Bankers Real Estate January 2005 - January 2007
Merrill Lynch Wealth Management July 2006 - December 2006
Steel Hector & Davis, LLP January 2000 - January 2005
Skills
Public Relations, Analysis, Management, CRM, Customer Service, Marketing Strategy, Accounts Payable, Sales, Inventory Management, Advertising, Sales Operations, Accounting, Microsoft Excel, Financial Analysis, Strategic Planning, Sales Management, Negotiation, New Business Development, Team Building, Business Strategy, Marketing, Budgets, Business Planning, Microsoft Office, Contract Negotiation
Education
Miami Dade College 2003 — 2007
Business Administration
Keystone National High School 1998 — 2002
High School Diploma
Belen
Sunil D'Souza Sunil D'Souza's Merrill Lynch Experience May 2005 - February 2009
Job Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2009 - May 2014
Merrill Lynch May 2005 - February 2009
FTN Midwest Research 2003 - 2005
Skills
Equities, Investments, Series 7, Bloomberg, Equity Research, Capital Markets, Financial Modeling, Portfolio Management, Series 63, Securities, Institutional Sales, Fixed Income, Hedge Funds, Alternative Investments, Trading
Education
Miami University 1998 — 2002
Finance/IT
Shaker Heights High School 1994 — 1998
Morgan Stanley November 2009 - May 2014
Merrill Lynch May 2005 - February 2009
FTN Midwest Research 2003 - 2005
Skills
Equities, Investments, Series 7, Bloomberg, Equity Research, Capital Markets, Financial Modeling, Portfolio Management, Series 63, Securities, Institutional Sales, Fixed Income, Hedge Funds, Alternative Investments, Trading
Education
Miami University 1998 — 2002
Finance/IT
Shaker Heights High School 1994 — 1998
Ann Koblenzer Ann Koblenzer's Merrill Lynch Experience August 2010 - March 2012
Job National Accounts ETF Business Development at First Trust
Industry Financial Services
Experience
First Trust February 2015 - Present
First Trust January 2014 - Present
First Trust March 2012 - Present
Merrill Lynch August 2010 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML
Education
Miami University
Bachelor's degree, Economics and Journalism
First Trust February 2015 - Present
First Trust January 2014 - Present
First Trust March 2012 - Present
Merrill Lynch August 2010 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML
Education
Miami University
Bachelor's degree, Economics and Journalism
Tracy Hernandez-Miller Tracy Hernandez-Miller's Merrill Lynch Experience August 1994 - February 2002
Job Order Processor
Industry Building Materials
Experience
HD Supply September 2014 - Present
Between careers July 2014 - September 2014
Advanced Assembly June 2012 - July 2014
Tender Care/VCA Orcard October 2008 - August 2011
Dish Network June 2002 - January 2005
Merrill Lynch August 1994 - February 2002
Skills
Electronics, Sales Management, Manufacturing, Testing, Cross-functional Team..., Product Development, Process Improvement, Semiconductors, Team Leadership, Project Management, Troubleshooting, Wireless, Quality Assurance, Lean Manufacturing, New Business Development, Six Sigma, Continuous Improvement, Engineering, Telecommunications, Call Centers, Microsoft Office, Microsoft Excel, Purchasing, Team Building, Account Management, Customer Satisfaction
Education
Metropolitan State University of Denver 2005 — 2008
HD Supply September 2014 - Present
Between careers July 2014 - September 2014
Advanced Assembly June 2012 - July 2014
Tender Care/VCA Orcard October 2008 - August 2011
Dish Network June 2002 - January 2005
Merrill Lynch August 1994 - February 2002
Skills
Electronics, Sales Management, Manufacturing, Testing, Cross-functional Team..., Product Development, Process Improvement, Semiconductors, Team Leadership, Project Management, Troubleshooting, Wireless, Quality Assurance, Lean Manufacturing, New Business Development, Six Sigma, Continuous Improvement, Engineering, Telecommunications, Call Centers, Microsoft Office, Microsoft Excel, Purchasing, Team Building, Account Management, Customer Satisfaction
Education
Metropolitan State University of Denver 2005 — 2008
Cameron Seichter Cameron Seichter's Merrill Lynch Experience May 2011 - August 2011
Job Portfolio Accountant at Heitman
Industry Financial Services
Experience
Heitman March 2014 - Present
Northern Trust August 2013 - December 2013
UBS 2012 - 2012
Merrill Lynch May 2011 - August 2011
Rivals.com January 2010 - July 2011
Skills
Market Research, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Sales Operations, Entrepreneurship, Investments, Risk Analysis, Wealth Management, Capital Budgeting, Client Relations, sales, Product Development
Education
Miami University 2009 — 2013
Bachelor's degree, Graduated May 2013, Finance, General
Detroit Country Day School 2007 — 2009
Heitman March 2014 - Present
Northern Trust August 2013 - December 2013
UBS 2012 - 2012
Merrill Lynch May 2011 - August 2011
Rivals.com January 2010 - July 2011
Skills
Market Research, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Sales Operations, Entrepreneurship, Investments, Risk Analysis, Wealth Management, Capital Budgeting, Client Relations, sales, Product Development
Education
Miami University 2009 — 2013
Bachelor's degree, Graduated May 2013, Finance, General
Detroit Country Day School 2007 — 2009
Caitlin Azman Caitlin Azman's Merrill Lynch Experience May 2010 - August 2010
Job IT Auditor at United Airlines
Industry Aviation & Aerospace
Experience
United Airlines October 2013 - Present
Fifth Third Bank December 2012 - October 2013
Fifth Third Bank August 2011 - December 2012
Merrill Lynch May 2010 - August 2010
Talbots May 2008 - August 2008
Skills
IT Audit, Risk Management, Financial Risk, COBIT, Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., Banking, Risk Assessment, Auditing, Information Security, Information Security..., Internal Controls, Business Continuity, Sarbanes-Oxley, Process Improvement
Education
Miami University 2007 — 2011
Bachelor of Science (BS), Management Information Systems
United Airlines October 2013 - Present
Fifth Third Bank December 2012 - October 2013
Fifth Third Bank August 2011 - December 2012
Merrill Lynch May 2010 - August 2010
Talbots May 2008 - August 2008
Skills
IT Audit, Risk Management, Financial Risk, COBIT, Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., Banking, Risk Assessment, Auditing, Information Security, Information Security..., Internal Controls, Business Continuity, Sarbanes-Oxley, Process Improvement
Education
Miami University 2007 — 2011
Bachelor of Science (BS), Management Information Systems
Diane Meyers Diane Meyers's Merrill Lynch Experience June 2009 - August 2009
Job Registered Nurse in Specialty Resource Unit at Cincinnati Children's Hospital
Industry Hospital & Health Care
Experience
Wind Point Partners October 2011 - Present
Protective Life Insurance Company June 2010 - November 2011
Merrill Lynch June 2009 - August 2009
Education
Miami University 2006 — 2010
Finance
Wind Point Partners October 2011 - Present
Protective Life Insurance Company June 2010 - November 2011
Merrill Lynch June 2009 - August 2009
Education
Miami University 2006 — 2010
Finance
David Leurck David Leurck's Merrill Lynch Experience June 2008 - December 2009
Job Director of Corporate Relations, The Farmer School of Business at Miami University
Industry Executive Office
Experience
Merrill Lynch June 2008 - December 2009
Lantrust Real Estate Group April 2001 - December 2007
Skills
Program Management, Investments, Entrepreneurship, Small Business, Start-ups, Strategic Planning, Finance, Management, Asset Managment, Securities, Series 7, Commercial Real Estate, Leadership, Financial Analysis, Sustainability, Real Estate, Real Estate Development, Portfolio Management, Consulting, Financial Modeling, Marketing, Wealth Management, Business Development, Sales, Valuation, Asset Allocation, Strategic Financial...
Education
Miami University 1989 — 1991
Bachelor of Arts, Business Psychology
Cincinnati LaSalle High School 1984 — 1987
Merrill Lynch June 2008 - December 2009
Lantrust Real Estate Group April 2001 - December 2007
Skills
Program Management, Investments, Entrepreneurship, Small Business, Start-ups, Strategic Planning, Finance, Management, Asset Managment, Securities, Series 7, Commercial Real Estate, Leadership, Financial Analysis, Sustainability, Real Estate, Real Estate Development, Portfolio Management, Consulting, Financial Modeling, Marketing, Wealth Management, Business Development, Sales, Valuation, Asset Allocation, Strategic Financial...
Education
Miami University 1989 — 1991
Bachelor of Arts, Business Psychology
Cincinnati LaSalle High School 1984 — 1987
Deborah Saas Deborah Saas's Merrill Lynch Experience May 1986 - December 1991
Job LPL Financial
Industry Financial Services
Experience
LPL Financial January 1992 - Present
Merrill Lynch May 1986 - December 1991
Retail Management June 1977 - May 1986
Skills
Retirement Planning, Investment Advisory, Estate Planning, Wealth Management, Series 7, Strategic Financial..., Series 63, Series 24, 401k Rollovers, Mutual Funds, Securities, 401k, Investment Strategies, Investments, Asset Allocation, Investment Management, IRAs, Insurance, Asset Managment, Long-term Care
Education
Donald T. Regan School of Advanced Financial Management 1987 — 1989
Certified Financial Manager, Financial Planning and Services
Miami University 1973 — 1977
B.S. Retailing, Retail Management
Cleveland Heights High School 1970 — 1973
LPL Financial January 1992 - Present
Merrill Lynch May 1986 - December 1991
Retail Management June 1977 - May 1986
Skills
Retirement Planning, Investment Advisory, Estate Planning, Wealth Management, Series 7, Strategic Financial..., Series 63, Series 24, 401k Rollovers, Mutual Funds, Securities, 401k, Investment Strategies, Investments, Asset Allocation, Investment Management, IRAs, Insurance, Asset Managment, Long-term Care
Education
Donald T. Regan School of Advanced Financial Management 1987 — 1989
Certified Financial Manager, Financial Planning and Services
Miami University 1973 — 1977
B.S. Retailing, Retail Management
Cleveland Heights High School 1970 — 1973
Dan Palace Dan Palace's Merrill Lynch Experience July 2010 - March 2013
Job Regional Vice President at ICON Advisers
Industry Financial Services
Experience
ICON Advisers March 2013 - Present
Merrill Lynch July 2010 - March 2013
Deutsche Asset Management May 2007 - July 2010
JPMorgan Chase July 2005 - May 2007
Skills
MBA Finance, Series 7, Series 63, Financial Advisory
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Business Strategy
Miami University 2001 — 2005
Bachelor of Science in Business, Finance
ICON Advisers March 2013 - Present
Merrill Lynch July 2010 - March 2013
Deutsche Asset Management May 2007 - July 2010
JPMorgan Chase July 2005 - May 2007
Skills
MBA Finance, Series 7, Series 63, Financial Advisory
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Business Strategy
Miami University 2001 — 2005
Bachelor of Science in Business, Finance
Felipe Rodriguez-Otero Felipe Rodriguez-Otero's Merrill Lynch Experience July 2011 - November 2014
Job Investor Development Miami Treasury Manager at Kandeo Private Equity Fund
Industry Investment Banking
Experience
Kandeo Private Equity Fund January 2015 - Present
Kandeo Private Equity Fund January 2015 - Present
UEPA POR COLOMBIA December 2006 - Present
Merrill Lynch July 2011 - November 2014
JPMorgan Chase May 2010 - July 2011
Archie's Colombia January 2004 - July 2009
Citi January 2005 - December 2008
Skills
Building Relationships, Relationship Management, Finance, Leadership, Portfolio Management, International Relations, Public Relations, Retail Banking, Retirement Planning, Trading, Financial Analysis, Time Management, Nonprofits, Event Planning, Event Management, Customer Service, Accounting, Teamwork, Team Leadership, Salesforce.com, Sales, Research, Microsoft Excel, PowerPoint, Microsoft Word, Management
Education
FIU 2009 — 2011
Bachelor's degree, International Relations and Economics
Miami Dade College 2004 — 2006
Associate of Arts (AA), Economics
Kandeo Private Equity Fund January 2015 - Present
Kandeo Private Equity Fund January 2015 - Present
UEPA POR COLOMBIA December 2006 - Present
Merrill Lynch July 2011 - November 2014
JPMorgan Chase May 2010 - July 2011
Archie's Colombia January 2004 - July 2009
Citi January 2005 - December 2008
Skills
Building Relationships, Relationship Management, Finance, Leadership, Portfolio Management, International Relations, Public Relations, Retail Banking, Retirement Planning, Trading, Financial Analysis, Time Management, Nonprofits, Event Planning, Event Management, Customer Service, Accounting, Teamwork, Team Leadership, Salesforce.com, Sales, Research, Microsoft Excel, PowerPoint, Microsoft Word, Management
Education
FIU 2009 — 2011
Bachelor's degree, International Relations and Economics
Miami Dade College 2004 — 2006
Associate of Arts (AA), Economics
David Barnd's Merrill Lynch Experience June 2012 - August 2012
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
UBS Wealth Management May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Five Brothers Default Management Solutions June 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
Miami University 2010 — 2014
Bachelor's degree, Finance
Brother Rice High School 2006 — 2010
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
UBS Wealth Management May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Five Brothers Default Management Solutions June 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
Miami University 2010 — 2014
Bachelor's degree, Finance
Brother Rice High School 2006 — 2010
David Haverback's Merrill Lynch Experience February 2011 - Present
Job Director Structured Lending at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Morgan Stanley Smith Barney June 2006 - February 2011
Merrill Lynch Business Financial Services July 1997 - June 2006
PNC Financial Services Group 1996 - 1997
Skills
Business Development, Financial Services, Investments, Banking, Financial Modeling, Finance, Wealth Management, Series 7, Financial Analysis, Strategic Financial..., Credit, Mutual Funds, Asset Management, Equities
Education
Miami University
BS, Finance
Weatherhead School of Management at Case Western Reserve University
MBA, Marketing/Entrepreneurship
Merrill Lynch February 2011 - Present
Morgan Stanley Smith Barney June 2006 - February 2011
Merrill Lynch Business Financial Services July 1997 - June 2006
PNC Financial Services Group 1996 - 1997
Skills
Business Development, Financial Services, Investments, Banking, Financial Modeling, Finance, Wealth Management, Series 7, Financial Analysis, Strategic Financial..., Credit, Mutual Funds, Asset Management, Equities
Education
Miami University
BS, Finance
Weatherhead School of Management at Case Western Reserve University
MBA, Marketing/Entrepreneurship
Alpesh Amin, CTP's Merrill Lynch Experience June 2000 - December 2001
Job Restructuring Advisory and Corporate Finance
Industry Management Consulting
Experience
Morris Anderson 2008 - Present
Huron Consulting Group 2007 - 2007
Bridge Associates LLC January 2002 - December 2006
Merrill Lynch June 2000 - December 2001
LaSalle Bank April 1999 - May 2000
Skills
Mergers, Valuation, Private Equity, Corporate Finance, Financial Modeling, Restructuring, Leveraged Finance, Finance, Due Diligence, Management, Business Strategy, Mergers & Acquisitions, Investment Banking, Leadership, Business Development, Venture Capital, Strategic Planning, Corporate Development, Strategy, Financial Operations
Education
Miami University 1995 — 1998
Bachelor of Science Business Administration, Finance and Management Information Systems
Vanderbilt University 1994 — 1995
Bachelor of Arts, Economics
Louisville Collegiate School 1993 — 1994
Christchurch School 1991 — 1992
Morris Anderson 2008 - Present
Huron Consulting Group 2007 - 2007
Bridge Associates LLC January 2002 - December 2006
Merrill Lynch June 2000 - December 2001
LaSalle Bank April 1999 - May 2000
Skills
Mergers, Valuation, Private Equity, Corporate Finance, Financial Modeling, Restructuring, Leveraged Finance, Finance, Due Diligence, Management, Business Strategy, Mergers & Acquisitions, Investment Banking, Leadership, Business Development, Venture Capital, Strategic Planning, Corporate Development, Strategy, Financial Operations
Education
Miami University 1995 — 1998
Bachelor of Science Business Administration, Finance and Management Information Systems
Vanderbilt University 1994 — 1995
Bachelor of Arts, Economics
Louisville Collegiate School 1993 — 1994
Christchurch School 1991 — 1992
Christine Terborg's Merrill Lynch Experience 1999 - 2005
Job Account Executive at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt 2010 - Present
Johnson & Johnson 2005 - 2010
Merrill Lynch 1999 - 2005
Merrill Lynch 1999 - 2005
Merrill Lynch 1999 - 2005
JP Morgan Chase 1998 - 1999
Education
Miami University
Finance, Decision Sciences, Spanish
Northwestern University - Kellogg School of Management
MBA, Marketing, Management, Entrepreneurship
Aon Hewitt 2010 - Present
Johnson & Johnson 2005 - 2010
Merrill Lynch 1999 - 2005
Merrill Lynch 1999 - 2005
Merrill Lynch 1999 - 2005
JP Morgan Chase 1998 - 1999
Education
Miami University
Finance, Decision Sciences, Spanish
Northwestern University - Kellogg School of Management
MBA, Marketing, Management, Entrepreneurship
Brian Bolan's Merrill Lynch Experience December 1996 - March 1998
Job President at Bolan Capital Management
Industry Financial Services
Experience
Bolan Capital Management August 2014 - Present
Faculty Investment Advisors August 2009 - August 2014
Fidelity Inverstments September 2002 - August 2009
USBank October 2002 - September 2003
Fidelity Investments March 1998 - October 2002
Merrill Lynch December 1996 - March 1998
Skills
Retirement, 401k, Investments, Series 7, Series 63, Retirement Planning, Mutual Funds, Strategic Planning, Leadership, Employee Benefits, Insurance, Process Improvement, Strategic Financial..., Wealth Management, Series 6, Account Management
Education
Miami University 1992 — 1996
BS, Psychology
Summit Country Day 1988 — 1992
Seven Hills 1982 — 1987
Bolan Capital Management August 2014 - Present
Faculty Investment Advisors August 2009 - August 2014
Fidelity Inverstments September 2002 - August 2009
USBank October 2002 - September 2003
Fidelity Investments March 1998 - October 2002
Merrill Lynch December 1996 - March 1998
Skills
Retirement, 401k, Investments, Series 7, Series 63, Retirement Planning, Mutual Funds, Strategic Planning, Leadership, Employee Benefits, Insurance, Process Improvement, Strategic Financial..., Wealth Management, Series 6, Account Management
Education
Miami University 1992 — 1996
BS, Psychology
Summit Country Day 1988 — 1992
Seven Hills 1982 — 1987
Pam Millener's Merrill Lynch Experience March 1975 - 1984
Job Office Manager at Colorado Event Musicians
Industry Events Services
Experience
Colorado Event Musicians August 2015 - Present
T C Events / Time Clip 2011 - Present
Done RIght, a Service of Tree.com May 2005 - May 2011
ServiceMagic October 2002 - February 2005
XPApparel May 2001 - October 2002
Meyer Manufacturing Corporation Denver, Colorado July 1997 - February 2001
WGN Sales, Inc August 1987 - May 2000
Merrill Lynch March 1975 - 1984
Skills
Sales, Account Management, Creative Problem Solving, Cold Calling, B2B, Customer Retention, Sales Process, Events, Event Planning, Customer Service, Social Media Marketing, Business Development, Event Management, Strategic Planning, Data Entry, Training, Entrepreneurship, Product Development, Lead Generation, Marketing, Sales Management, Budgets, Small Business, Recruiting, E-commerce, Social Networking, Time Management, Project Planning, Meeting Planning, Problem Solving, Event Design, Entertainment Management, Business Strategy, Online Advertising, Online Marketing, Corporate Events, Trade Shows, Marketing Strategy, Management, Social Media, Team Building, New Business Development, Hospitality
Education
ACC 2012 — 2013
Event Planning Certificate, Meeting and Event Planning
Metropolitan State University of Denver
Associate's degree, Economics
Colorado Event Musicians August 2015 - Present
T C Events / Time Clip 2011 - Present
Done RIght, a Service of Tree.com May 2005 - May 2011
ServiceMagic October 2002 - February 2005
XPApparel May 2001 - October 2002
Meyer Manufacturing Corporation Denver, Colorado July 1997 - February 2001
WGN Sales, Inc August 1987 - May 2000
Merrill Lynch March 1975 - 1984
Skills
Sales, Account Management, Creative Problem Solving, Cold Calling, B2B, Customer Retention, Sales Process, Events, Event Planning, Customer Service, Social Media Marketing, Business Development, Event Management, Strategic Planning, Data Entry, Training, Entrepreneurship, Product Development, Lead Generation, Marketing, Sales Management, Budgets, Small Business, Recruiting, E-commerce, Social Networking, Time Management, Project Planning, Meeting Planning, Problem Solving, Event Design, Entertainment Management, Business Strategy, Online Advertising, Online Marketing, Corporate Events, Trade Shows, Marketing Strategy, Management, Social Media, Team Building, New Business Development, Hospitality
Education
ACC 2012 — 2013
Event Planning Certificate, Meeting and Event Planning
Metropolitan State University of Denver
Associate's degree, Economics
Dan LaRocco's Merrill Lynch Experience 2004 - 2004
Job Fixed Income Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Global Investments May 2011 - Present
Northern Trust Global Investments October 2009 - May 2011
Northern Trust June 2008 - October 2009
Northern Trust November 2007 - June 2008
Ameriprise Financial Advisors 2007 - 2007
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Investments, Financial Modeling, Financial Analysis, Due Diligence, Series 7, Asset Allocation, Asset Managment, Mutual Funds, Fixed Income, Securities, Investment Management, Portfolio Management, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Miami University 2002 — 2006
Bachelor of Arts (BA), English, Political Science, Economics
Northern Trust Global Investments May 2011 - Present
Northern Trust Global Investments October 2009 - May 2011
Northern Trust June 2008 - October 2009
Northern Trust November 2007 - June 2008
Ameriprise Financial Advisors 2007 - 2007
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Investments, Financial Modeling, Financial Analysis, Due Diligence, Series 7, Asset Allocation, Asset Managment, Mutual Funds, Fixed Income, Securities, Investment Management, Portfolio Management, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Miami University 2002 — 2006
Bachelor of Arts (BA), English, Political Science, Economics
Chris Imbrunone, CRPC's Merrill Lynch Experience June 2003 - August 2010
Job Major Accounts Retirement Services District Manager at ADP
Industry Investment Management
Experience
ADP July 2010 - Present
Merrill Lynch June 2003 - August 2010
Education
Miami University 1999 — 2003
Oakland University
RICHARD T. FARMER SCHOOL OF BUSINESS (MIAMI UNIVERSITY)
B.S, Finance
ADP July 2010 - Present
Merrill Lynch June 2003 - August 2010
Education
Miami University 1999 — 2003
Oakland University
RICHARD T. FARMER SCHOOL OF BUSINESS (MIAMI UNIVERSITY)
B.S, Finance
Brett Stoner's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Delta Faucet Company April 2010 - August 2011
Masco Retail Sales Support, Inc April 2007 - April 2010
Masco Retail Sales Support, Inc August 2003 - April 2007
Skills
Competitive Analysis, Forecasting, Financial Analysis, Cross-functional Team..., Financial Modeling, Market Research, Pricing, Data Analysis
Education
University of Toledo 2004 — 2006
Masters Degree, Marketing
Miami University 1999 — 2003
Bachelors Degree, Marketing
Merrill Lynch August 2011 - Present
Delta Faucet Company April 2010 - August 2011
Masco Retail Sales Support, Inc April 2007 - April 2010
Masco Retail Sales Support, Inc August 2003 - April 2007
Skills
Competitive Analysis, Forecasting, Financial Analysis, Cross-functional Team..., Financial Modeling, Market Research, Pricing, Data Analysis
Education
University of Toledo 2004 — 2006
Masters Degree, Marketing
Miami University 1999 — 2003
Bachelors Degree, Marketing
Cher Cruz's Merrill Lynch Experience May 1996 - January 2007
Job Reflections Photography by Cher Cruz
Industry Photography
Experience
Reflections Photography by Cher Cruz January 2009 - Present
Merrill Lynch May 1996 - January 2007
Salomon Brothers 1990 - 1995
Skills
Portrait Photography, Commercial Photography, Fashion Photography, Portraits
Education
Metropolitan State University of Denver 1981 — 1985
Bachelor's Degree, Marketing
Reflections Photography by Cher Cruz January 2009 - Present
Merrill Lynch May 1996 - January 2007
Salomon Brothers 1990 - 1995
Skills
Portrait Photography, Commercial Photography, Fashion Photography, Portraits
Education
Metropolitan State University of Denver 1981 — 1985
Bachelor's Degree, Marketing
Joseph Keyser's Merrill Lynch Experience 1997 - 1999
Job Treasurer, Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank May 2007 - Present
IPS-Sendero 2003 - 2007
Risk Analytics 2001 - 2004
Charles Schwab 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Financial Modeling, Enterprise Risk..., Financial Analysis, Risk Management, Banking, Market Risk, Analysis, Internal Audit, Accounting, Portfolio Management, Process Improvement, Strategic Planning, Treasury Management, Cash Management, ALM, Due Diligence, Financial Reporting, Credit, Mergers & Acquisitions, Finance, Corporate Finance, Strategic Financial..., Cash Flow, Managerial Finance, Internal Controls, Business Analysis, Forecasting, Insurance, Credit Analysis, Credit Risk, Financial Risk, Budgets, Financial Services, Auditing, Commercial Lending, Retail Banking, Commercial Banking, Business Process..., Loan Origination, Mortgage Lending, Consumer Lending, Loans, Underwriting, Financial Structuring, Mortgage Banking, Capital Markets
Education
Metropolitan State College of Denver 1993 — 1997
Bachelor's Degree, Finance
Mutual of Omaha Bank May 2007 - Present
IPS-Sendero 2003 - 2007
Risk Analytics 2001 - 2004
Charles Schwab 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Financial Modeling, Enterprise Risk..., Financial Analysis, Risk Management, Banking, Market Risk, Analysis, Internal Audit, Accounting, Portfolio Management, Process Improvement, Strategic Planning, Treasury Management, Cash Management, ALM, Due Diligence, Financial Reporting, Credit, Mergers & Acquisitions, Finance, Corporate Finance, Strategic Financial..., Cash Flow, Managerial Finance, Internal Controls, Business Analysis, Forecasting, Insurance, Credit Analysis, Credit Risk, Financial Risk, Budgets, Financial Services, Auditing, Commercial Lending, Retail Banking, Commercial Banking, Business Process..., Loan Origination, Mortgage Lending, Consumer Lending, Loans, Underwriting, Financial Structuring, Mortgage Banking, Capital Markets
Education
Metropolitan State College of Denver 1993 — 1997
Bachelor's Degree, Finance
C Edward Carter's Merrill Lynch Experience 1981 - 1997
Job TCG Financial Partners
Industry Financial Services
Experience
TCG Financial Partners 2005 - Present
Bank of America 1999 - 2003
Deutsche Bank April 1997 - 1999
Merrill Lynch 1981 - 1997
Education
Miami University 1976 — 1977
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Miami University 1971 — 1975
BS, Marketing/Marketing Management, General
TCG Financial Partners 2005 - Present
Bank of America 1999 - 2003
Deutsche Bank April 1997 - 1999
Merrill Lynch 1981 - 1997
Education
Miami University 1976 — 1977
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Miami University 1971 — 1975
BS, Marketing/Marketing Management, General
Michael Dolloff, CFP®'s Merrill Lynch Experience March 1991 - October 2007
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments November 2009 - November 2012
Smith Barney October 2007 - November 2009
Merrill Lynch March 1991 - October 2007
Skills
Strategic Financial..., Mutual Funds, Asset Allocation, Series 7, Series 63, Financial Modeling, Uniform Combined State..., Series 65, Wealth Management, Equities, Fixed Income, Portfolio Management, Retirement Planning, Investments, Alternative Investments, Securities, Bloomberg, Investment Advisory, Asset Managment, ETFs, 401k, Series 9/10
Education
Miami University 1986 — 1990
BS Business, Finance
Fidelity Investments November 2012 - Present
Fidelity Investments November 2009 - November 2012
Smith Barney October 2007 - November 2009
Merrill Lynch March 1991 - October 2007
Skills
Strategic Financial..., Mutual Funds, Asset Allocation, Series 7, Series 63, Financial Modeling, Uniform Combined State..., Series 65, Wealth Management, Equities, Fixed Income, Portfolio Management, Retirement Planning, Investments, Alternative Investments, Securities, Bloomberg, Investment Advisory, Asset Managment, ETFs, 401k, Series 9/10
Education
Miami University 1986 — 1990
BS Business, Finance
Anthony Cortina, CFP®'s Merrill Lynch Experience June 2006 - August 2006
Job Wealth Advisor at RMB Capital Management LLC
Industry Financial Services
Experience
RMB Capital Managment LLC 2007 - Present
Merrill Lynch June 2006 - August 2006
Education
Miami University 2003 — 2007
RMB Capital Managment LLC 2007 - Present
Merrill Lynch June 2006 - August 2006
Education
Miami University 2003 — 2007
James Deuser's Merrill Lynch Experience March 1973 - September 1978
Job VicePresident Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
A.G. Edwards/Wachovia Securities, LLC August 1995 - December 2008
U.S. Navy Reserve 1969 - 2001
Prudential Securities, Inc. March 1986 - August 1995
Cowen and Company September 1978 - March 1986
Merrill Lynch March 1973 - September 1978
Skills
Investments, Retirement Planning, Asset Allocation, Real Estate, Budgets, Event Planning, Mutual Funds, Investment Planning
Education
Miami University 1965 — 1969
B.S., Finance/Economics
Oakwood High School 1961 — 1965
Wells Fargo Advisors, LLC January 2009 - Present
A.G. Edwards/Wachovia Securities, LLC August 1995 - December 2008
U.S. Navy Reserve 1969 - 2001
Prudential Securities, Inc. March 1986 - August 1995
Cowen and Company September 1978 - March 1986
Merrill Lynch March 1973 - September 1978
Skills
Investments, Retirement Planning, Asset Allocation, Real Estate, Budgets, Event Planning, Mutual Funds, Investment Planning
Education
Miami University 1965 — 1969
B.S., Finance/Economics
Oakwood High School 1961 — 1965
Cindy Elmore's Merrill Lynch Experience August 2000 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2000 - Present
Huntington National Bank 1991 - 2000
Education
Miami University 1987 — 1991
bs, business - finance
Merrill Lynch August 2000 - Present
Huntington National Bank 1991 - 2000
Education
Miami University 1987 — 1991
bs, business - finance
Tatianna Martinez Ventura's Merrill Lynch Experience November 2013 - Present
Job Registered Client Associate@ Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Wells Fargo Advisors, LLC May 2009 - November 2013
Prudential Financial 1996 - 2005
Skills
Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management
Education
Miami Dade College 1996 — 2000
Assoc.
Merrill Lynch November 2013 - Present
Wells Fargo Advisors, LLC May 2009 - November 2013
Prudential Financial 1996 - 2005
Skills
Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Wealth Management
Education
Miami Dade College 1996 — 2000
Assoc.
Stacy Ayer's Merrill Lynch Experience August 1999 - August 2000
Job Personal Wellness Coach
Industry Health, Wellness and Fitness
Experience
Self Employed and Loving It! September 2010 - Present
Northwestern Mutual September 2008 - May 2010
OppenheimerFunds March 2003 - April 2007
Trust Company of America March 2001 - March 2003
Merrill Lynch August 1999 - August 2000
Younger Generation Players March 1988 - July 1999
Rocky Mt. Advertising Co-Op September 1988 - January 1993
Skills
Fitness, Nutritional Counseling, Health, Nutrition, Public Speaking, Coaching, Team Building, Event Management, Strategic Planning, Problem Solving, Mentoring, Teaching, Holistic Health, Wellness, Healthcare, Sales, Strength Training, Personal Development, Small Business, Training, Weight Loss Coaching, Wellness Coaching, Public Relations, Leadership, Leadership Development, Motivational Speaking, Supplements, Entrepreneurship, Marketing, Lifestyle Coaching, Fundraising, Event Planning, Weight, Lifestyle, Weight Training, Sports Nutrition
Education
Clayton College of Natural Health 2007 — 2011
ND, Naturopathy
Clayton College of Natural Health 2007 — 2010
PhD, Holistic Nutrition
University of Phoenix 2002 — 2004
MBA, Finance, Marketing
Metropolitan State University of Denver 1997 — 1999
B.A., Speech-Communications
Metropolitan State University of Denver 1989 — 1996
B.A., Music
Centaurus High School
Self Employed and Loving It! September 2010 - Present
Northwestern Mutual September 2008 - May 2010
OppenheimerFunds March 2003 - April 2007
Trust Company of America March 2001 - March 2003
Merrill Lynch August 1999 - August 2000
Younger Generation Players March 1988 - July 1999
Rocky Mt. Advertising Co-Op September 1988 - January 1993
Skills
Fitness, Nutritional Counseling, Health, Nutrition, Public Speaking, Coaching, Team Building, Event Management, Strategic Planning, Problem Solving, Mentoring, Teaching, Holistic Health, Wellness, Healthcare, Sales, Strength Training, Personal Development, Small Business, Training, Weight Loss Coaching, Wellness Coaching, Public Relations, Leadership, Leadership Development, Motivational Speaking, Supplements, Entrepreneurship, Marketing, Lifestyle Coaching, Fundraising, Event Planning, Weight, Lifestyle, Weight Training, Sports Nutrition
Education
Clayton College of Natural Health 2007 — 2011
ND, Naturopathy
Clayton College of Natural Health 2007 — 2010
PhD, Holistic Nutrition
University of Phoenix 2002 — 2004
MBA, Finance, Marketing
Metropolitan State University of Denver 1997 — 1999
B.A., Speech-Communications
Metropolitan State University of Denver 1989 — 1996
B.A., Music
Centaurus High School
Collin Schmidt's Merrill Lynch Experience May 2006 - August 2006
Job Wagner Wealth Management
Industry Financial Services
Experience
Schmidt & Associates July 2009 - December 2010
Wagner Wealth Management May 2008 - September 2008
Merrill Lynch May 2006 - August 2006
IBG Business Services May 2005 - June 2005
Skills
Financial Analysis, Financial Modeling
Education
Miami University 2005 — 2009
Finance, Entrepreneurship
Schmidt & Associates July 2009 - December 2010
Wagner Wealth Management May 2008 - September 2008
Merrill Lynch May 2006 - August 2006
IBG Business Services May 2005 - June 2005
Skills
Financial Analysis, Financial Modeling
Education
Miami University 2005 — 2009
Finance, Entrepreneurship
Colby Lowell's Merrill Lynch Experience September 2010 - August 2012
Job Institutional Relationships at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Merrill Lynch September 2010 - August 2012
PEAK6 Investments, LP July 2008 - January 2009
Skills
Investments, Wealth Management, Hedge Funds, Asset Management, Financial Modeling
Education
Miami University 2004 — 2008
Bachelor of Science, Marketing and Economics
Webster University Geneva, Switzerland 2006 — 2007
TIAA-CREF August 2012 - Present
Merrill Lynch September 2010 - August 2012
PEAK6 Investments, LP July 2008 - January 2009
Skills
Investments, Wealth Management, Hedge Funds, Asset Management, Financial Modeling
Education
Miami University 2004 — 2008
Bachelor of Science, Marketing and Economics
Webster University Geneva, Switzerland 2006 — 2007
Garett Orlowski's Merrill Lynch Experience 2000 - 2001
Job VP of Operations
Industry Publishing
Experience
Onstage Publications September 2001 - Present
Merrill Lynch 2000 - 2001
Skills
Operations Management, Accounting, Financial Analysis, Financial Reporting
Education
Miami University 1989 — 1994
Bachelor of Arts (BA)
Onstage Publications September 2001 - Present
Merrill Lynch 2000 - 2001
Skills
Operations Management, Accounting, Financial Analysis, Financial Reporting
Education
Miami University 1989 — 1994
Bachelor of Arts (BA)
Emily Driscoll's Merrill Lynch Experience December 2008 - February 2009
Job Writer at Fox Business Network
Industry Media Production
Experience
FoolProof Financial Education Systems, Ltd. April 2011 - Present
FoxBusiness.com September 2009 - Present
No Limit Media Consulting September 2011 - August 2012
Grow Volunteer Consulting June 2010 - July 2011
Merrill Lynch December 2008 - February 2009
Fox News Channel October 2007 - December 2007
Skills
Media Relations, Social Media, Blogging, Editing
Education
Miami University 2004 — 2008
Bachelors, Journalism, French
2004: North Atlanta High School
2007: University of Paris IV Sorbonne
Certificate, French Language
FoolProof Financial Education Systems, Ltd. April 2011 - Present
FoxBusiness.com September 2009 - Present
No Limit Media Consulting September 2011 - August 2012
Grow Volunteer Consulting June 2010 - July 2011
Merrill Lynch December 2008 - February 2009
Fox News Channel October 2007 - December 2007
Skills
Media Relations, Social Media, Blogging, Editing
Education
Miami University 2004 — 2008
Bachelors, Journalism, French
2004: North Atlanta High School
2007: University of Paris IV Sorbonne
Certificate, French Language
Greg Piazza's Merrill Lynch Experience July 2013 - July 2014
Job IT Project Manager
Industry Computer Software
Experience
Bank of America July 2014 - Present
Merrill Lynch July 2013 - July 2014
Self-employed IT Project Manager December 2012 - July 2014
Retail Decisions June 2010 - December 2012
Retail Decisions April 2007 - October 2010
Bear Stearns 2001 - 2006
Skills
Payment Systems, E-commerce, Payment Card Processing, SDLC, Payments, Agile Methodologies, Software Project..., SQL, Cloud Computing, Payment Gateways, Electronic Payments, PCI DSS, Risk Management
Education
Miami Dade College 1980 — 1982
Bank of America July 2014 - Present
Merrill Lynch July 2013 - July 2014
Self-employed IT Project Manager December 2012 - July 2014
Retail Decisions June 2010 - December 2012
Retail Decisions April 2007 - October 2010
Bear Stearns 2001 - 2006
Skills
Payment Systems, E-commerce, Payment Card Processing, SDLC, Payments, Agile Methodologies, Software Project..., SQL, Cloud Computing, Payment Gateways, Electronic Payments, PCI DSS, Risk Management
Education
Miami Dade College 1980 — 1982
chris orthey's Merrill Lynch Experience October 1997 - July 2001
Job Principal...Institutional Sales Trader at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2001 - Present
Merrill Lynch October 1997 - July 2001
Education
Miami University 1989 — 1993
economics
Piper Jaffray July 2001 - Present
Merrill Lynch October 1997 - July 2001
Education
Miami University 1989 — 1993
economics
Caitlin Beck's Merrill Lynch Experience June 2010 - August 2010
Job Area Supervisor at American Greetings
Industry Retail
Experience
American Greetings August 2014 - Present
American Greetings February 2012 - July 2014
Merrill Lynch June 2010 - August 2010
Education
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance
American Greetings August 2014 - Present
American Greetings February 2012 - July 2014
Merrill Lynch June 2010 - August 2010
Education
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance
Chris Szeremy's Merrill Lynch Experience September 1995 - August 1998
Job Director of Colorado for The Green Fund
Industry Investment Management
Experience
The Green Fund June 2014 - Present
EV Studio LLC July 2013 - April 2014
Century Communities April 2012 - March 2013
Herbal Outfitter October 2009 - December 2011
ID Watchdog June 2007 - June 2009
Target Stores Inc. August 2003 - October 2007
Post Net Inc. February 2000 - August 2003
Wal-Mart January 1998 - March 2000
Merrill Lynch September 1995 - August 1998
Skills
Forecasting, Budgets, Strategic Planning, Management, Finance, Sales, Accounting, Financial Accounting, Retail, Human Resources, Payroll, Start-ups, Cross-functional Team..., Operations Management, Process Improvement, Competitive Analysis, Program Management, Business Strategy, Business Analysis, Business Development, Contract Negotiation, Marketing, Recruiting, Performance Management, Training, Talent Acquisition, Employee Relations, Vendor Management, Entrepreneurship, Leadership, Customer Service, Team Building, New Business Development, Marketing Strategy
Education
University of Colorado Denver
Master of Business Administration (M.B.A.), Business Administration and Management, General
Metropolitan State University of Denver
B.S., Business Administration, Management and Operations
The Green Fund June 2014 - Present
EV Studio LLC July 2013 - April 2014
Century Communities April 2012 - March 2013
Herbal Outfitter October 2009 - December 2011
ID Watchdog June 2007 - June 2009
Target Stores Inc. August 2003 - October 2007
Post Net Inc. February 2000 - August 2003
Wal-Mart January 1998 - March 2000
Merrill Lynch September 1995 - August 1998
Skills
Forecasting, Budgets, Strategic Planning, Management, Finance, Sales, Accounting, Financial Accounting, Retail, Human Resources, Payroll, Start-ups, Cross-functional Team..., Operations Management, Process Improvement, Competitive Analysis, Program Management, Business Strategy, Business Analysis, Business Development, Contract Negotiation, Marketing, Recruiting, Performance Management, Training, Talent Acquisition, Employee Relations, Vendor Management, Entrepreneurship, Leadership, Customer Service, Team Building, New Business Development, Marketing Strategy
Education
University of Colorado Denver
Master of Business Administration (M.B.A.), Business Administration and Management, General
Metropolitan State University of Denver
B.S., Business Administration, Management and Operations
Greg Krolikowski's Merrill Lynch Experience October 1994 - September 2006
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs June 2012 - Present
Morgan Stanley June 2010 - June 2012
Merrill Lynch October 1994 - September 2006
Skills
Investments, Loan Origination, Corporate Finance, Financial Modeling, Asset Allocation, Equities, Strategic Financial..., Loans, Portfolio Management, Risk Management, Private Banking, FINRA, Wealth Management, Bloomberg, Credit Analysis, Investment Strategies, Retirement Planning, Fixed Income, Financial Advisory, Financial Markets, Mortgage Lending, Alternative Investments, Hedge Funds, Series 7, Credit, Series 63, Securities, Private Equity, Mutual Funds, Capital Markets
Education
Miami University
Finance
Goldman Sachs June 2012 - Present
Morgan Stanley June 2010 - June 2012
Merrill Lynch October 1994 - September 2006
Skills
Investments, Loan Origination, Corporate Finance, Financial Modeling, Asset Allocation, Equities, Strategic Financial..., Loans, Portfolio Management, Risk Management, Private Banking, FINRA, Wealth Management, Bloomberg, Credit Analysis, Investment Strategies, Retirement Planning, Fixed Income, Financial Advisory, Financial Markets, Mortgage Lending, Alternative Investments, Hedge Funds, Series 7, Credit, Series 63, Securities, Private Equity, Mutual Funds, Capital Markets
Education
Miami University
Finance
Dave Miller, AU, API, AINS's Merrill Lynch Experience January 2004 - May 2004
Job Personal Lines Underwriting Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance November 2013 - Present
Liberty Mutual August 2006 - November 2013
Buckeye Insurance Group March 2005 - August 2006
Merrill Lynch January 2004 - May 2004
Skills
Underwriting, Insurance, Property & Casualty..., Liability, Analysis, General Insurance, Problem Solving, Negotiation, Risk Management, Microsoft Office, Customer Relations, Excel, Compliance, Customer Service, PowerPoint, Risk Mitigation, Word, Process Improvement, Mentoring, Outlook, Management, Hiring, Performance Management, Coaching, Cross Functional Team...
Education
Miami University 2000 — 2004
B.S. in Business Administration, Finance
Sidney High School 1996 — 2000
Diploma, AP/College Prep
Liberty Mutual Insurance November 2013 - Present
Liberty Mutual August 2006 - November 2013
Buckeye Insurance Group March 2005 - August 2006
Merrill Lynch January 2004 - May 2004
Skills
Underwriting, Insurance, Property & Casualty..., Liability, Analysis, General Insurance, Problem Solving, Negotiation, Risk Management, Microsoft Office, Customer Relations, Excel, Compliance, Customer Service, PowerPoint, Risk Mitigation, Word, Process Improvement, Mentoring, Outlook, Management, Hiring, Performance Management, Coaching, Cross Functional Team...
Education
Miami University 2000 — 2004
B.S. in Business Administration, Finance
Sidney High School 1996 — 2000
Diploma, AP/College Prep
Brian Jaffee's Merrill Lynch Experience June 2007 - June 2009
Job Vice President at Thoma Bravo
Industry Venture Capital & Private Equity
Experience
iPipeline August 2015 - Present
Thoma Bravo August 2014 - Present
Veritas Capital June 2009 - July 2012
Merrill Lynch June 2007 - June 2009
Skills
LBO, Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Investments, Capital Markets, Due Diligence, DCF, Mergers, Financial Analysis, Leveraged Finance, Buyouts
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University 2003 — 2007
Bachelor of Science (BS), Finance
iPipeline August 2015 - Present
Thoma Bravo August 2014 - Present
Veritas Capital June 2009 - July 2012
Merrill Lynch June 2007 - June 2009
Skills
LBO, Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Investments, Capital Markets, Due Diligence, DCF, Mergers, Financial Analysis, Leveraged Finance, Buyouts
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Miami University 2003 — 2007
Bachelor of Science (BS), Finance
Ellen Hinnenkamp's Merrill Lynch Experience January 2000 - November 2004
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2004 - Present
Merrill Lynch January 2000 - November 2004
Citigroup 1997 - 2000
US Bank 1995 - 1997
Citigroup - Citibank (Switzerland) 1993 - 1995
Education
Miami University
Deutsche Bank November 2004 - Present
Merrill Lynch January 2000 - November 2004
Citigroup 1997 - 2000
US Bank 1995 - 1997
Citigroup - Citibank (Switzerland) 1993 - 1995
Education
Miami University
Ashley Angelo's Merrill Lynch Experience May 2005 - August 2006
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2014 - Present
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney June 2009 - October 2013
Smith Barney May 2008 - August 2008
Merrill Lynch May 2005 - August 2006
Education
Miami University 2005 — 2009
BS in Finance, Finance and Spanish
Greenwich High School 2001 — 2005
RBC Wealth Management August 2014 - Present
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney June 2009 - October 2013
Smith Barney May 2008 - August 2008
Merrill Lynch May 2005 - August 2006
Education
Miami University 2005 — 2009
BS in Finance, Finance and Spanish
Greenwich High School 2001 — 2005
Darian Hogle's Merrill Lynch Experience September 2011 - February 2014
Job Insurance Agent with State Farm
Industry Insurance
Experience
State Farm February 2014 - Present
Merrill Lynch September 2011 - February 2014
Ethicon Endo-Surgery June 2000 - February 2006
Skills
Series 7, Series 63, Strategic Financial..., Selling, Retirement Planning, Portfolio Management, Life Insurance, Investments, Investment Strategies, Finance, Alternative Investments, Financial Planning
Education
Miami University 1996 — 2000
B.S., Marketing with Spanish Minor
State Farm February 2014 - Present
Merrill Lynch September 2011 - February 2014
Ethicon Endo-Surgery June 2000 - February 2006
Skills
Series 7, Series 63, Strategic Financial..., Selling, Retirement Planning, Portfolio Management, Life Insurance, Investments, Investment Strategies, Finance, Alternative Investments, Financial Planning
Education
Miami University 1996 — 2000
B.S., Marketing with Spanish Minor
Randall Shinn's Merrill Lynch Experience 1986 - 1988
Job Sales & Web Development at Escort Inc.
Industry Consumer Electronics
Experience
Escort Inc. September 1990 - Present
Merrill Lynch 1986 - 1988
Tom Gleason Mercedes-Benz Porsche Audi BMW VW 1980 - 1986
Skills
Manufacturing, Sales Management, Automotive, Team Building, Social Media, Strategic Planning, Cross-functional Team..., Sales, Budgets, Microsoft Office, Product Development, Marketing, New Business Development, Marketing Strategy, Negotiation, Business Development
Education
Miami University
Systems Analysis
University of Michigan-Flint
BBA, Finance
Escort Inc. September 1990 - Present
Merrill Lynch 1986 - 1988
Tom Gleason Mercedes-Benz Porsche Audi BMW VW 1980 - 1986
Skills
Manufacturing, Sales Management, Automotive, Team Building, Social Media, Strategic Planning, Cross-functional Team..., Sales, Budgets, Microsoft Office, Product Development, Marketing, New Business Development, Marketing Strategy, Negotiation, Business Development
Education
Miami University
Systems Analysis
University of Michigan-Flint
BBA, Finance
John Balcerzak CFP®'s Merrill Lynch Experience January 1993 - May 1995
Job Managing Member, A4 Wealth Advisors LLC
Industry Financial Services
Experience
A4 Wealth Advisors LLC November 2007 - Present
Aegon / Transamerica Financial Advisors January 1998 - October 2007
First Union National Bank November 1995 - December 1998
Merrill Lynch January 1993 - May 1995
Skills
Wealth, Private Equity, Financial Goals, Management, Sales Management, Business Analysis, Sales, Wealth Accumulation, Financial Planners, Team Building, Retirement Planning, Financial Analysis, Wealth Management..., Small Business, 401k, Public Speaking, Strategic Financial..., Contract Negotiation, Investments, Account Management, Retirement
Education
Metropolitan State College of Denver 2003 — 2005
CFP
Roanoke College 1991 — 1995
Bachelors of Business Administration, Concentration in Finance
Loylola Blakefield 1988 — 1991
A4 Wealth Advisors LLC November 2007 - Present
Aegon / Transamerica Financial Advisors January 1998 - October 2007
First Union National Bank November 1995 - December 1998
Merrill Lynch January 1993 - May 1995
Skills
Wealth, Private Equity, Financial Goals, Management, Sales Management, Business Analysis, Sales, Wealth Accumulation, Financial Planners, Team Building, Retirement Planning, Financial Analysis, Wealth Management..., Small Business, 401k, Public Speaking, Strategic Financial..., Contract Negotiation, Investments, Account Management, Retirement
Education
Metropolitan State College of Denver 2003 — 2005
CFP
Roanoke College 1991 — 1995
Bachelors of Business Administration, Concentration in Finance
Loylola Blakefield 1988 — 1991
Stephen Philip's Merrill Lynch Experience July 1992 - January 2000
Job Client Relationship VP Director with Expertise in Fixed Income Sales | Open to new opportunities
Industry Financial Services
Experience
Client Relationship Leadership, Greater Chicago Area 2015 - Present
Sustainable Venture Partners LLC January 2011 - Present
Bank of America Merrill Lynch March 2003 - January 2011
Neptune Capital February 2000 - March 2003
Merrill Lynch July 1992 - January 2000
IDS American Express December 1990 - July 1992
Skills
Investments, Alternative Investments, Fixed Income, Investment Strategies, Bonds, Asset Allocation, Portfolio Management, Securities, Asset Management, Capital Markets, Investment Management, Series 7, Investment Advisory, Investment Banking, Equities, Wealth Management, Series 63, Credit Analysis, Hedge Funds, Emerging Markets, Financial Advisory, Alternative Energy, Renewable Energy Systems, Key Client Relationships, Client Relations, Client Services, Client Development, Client Liaison, Client Education, Client Presentation, Customer Experience, Management
Education
Miami University 1982 — 1985
BA, Russian Studies
University of Southern California 1981 — 1982
Barrington High School 1977 — 1981
Client Relationship Leadership, Greater Chicago Area 2015 - Present
Sustainable Venture Partners LLC January 2011 - Present
Bank of America Merrill Lynch March 2003 - January 2011
Neptune Capital February 2000 - March 2003
Merrill Lynch July 1992 - January 2000
IDS American Express December 1990 - July 1992
Skills
Investments, Alternative Investments, Fixed Income, Investment Strategies, Bonds, Asset Allocation, Portfolio Management, Securities, Asset Management, Capital Markets, Investment Management, Series 7, Investment Advisory, Investment Banking, Equities, Wealth Management, Series 63, Credit Analysis, Hedge Funds, Emerging Markets, Financial Advisory, Alternative Energy, Renewable Energy Systems, Key Client Relationships, Client Relations, Client Services, Client Development, Client Liaison, Client Education, Client Presentation, Customer Experience, Management
Education
Miami University 1982 — 1985
BA, Russian Studies
University of Southern California 1981 — 1982
Barrington High School 1977 — 1981
Frederick Hahn's Merrill Lynch Experience April 1999 - November 2008
Job Senior Vice President / Portfolio Manager at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management November 2008 - Present
Merrill Lynch April 1999 - November 2008
Smith Barney August 1995 - April 1999
Prudential Securities February 1992 - August 1995
Education
Miami University 1986 — 1991
UBS Private Wealth Management November 2008 - Present
Merrill Lynch April 1999 - November 2008
Smith Barney August 1995 - April 1999
Prudential Securities February 1992 - August 1995
Education
Miami University 1986 — 1991
Andrew Jesse's Merrill Lynch Experience 2006 - 2008
Job Analyst at Hedge Fund
Industry Investment Management
Experience
Hedge Fund September 2008 - Present
Merrill Lynch 2006 - 2008
Skills
Financial Modeling, Valuation
Education
Miami University
Hedge Fund September 2008 - Present
Merrill Lynch 2006 - 2008
Skills
Financial Modeling, Valuation
Education
Miami University
Larry Tougaw's Merrill Lynch Experience June 1998 - April 2002
Job Staff Accountant at XJet Club, LLC
Industry Airlines/Aviation
Experience
XJet Club, LLC July 2010 - Present
Manasota Flooring, Inc. April 2003 - October 2008
Merrill Lynch June 1998 - April 2002
Continental Airlines November 1986 - July 1996
Skills
Aviation, Airports, Management, Leadership, Private Pilot, Human Resources, Customer Service, Employee Benefits, Airlines, Aircraft, Flights, Commercial Aviation, Process Improvement, Accounting, Fuel Management
Education
Regis University 1997 — 1999
M.B.A., Finance and Accounting
Metropolitan State University of Denver 1982 — 1988
B.S., Aviation Management
XJet Club, LLC July 2010 - Present
Manasota Flooring, Inc. April 2003 - October 2008
Merrill Lynch June 1998 - April 2002
Continental Airlines November 1986 - July 1996
Skills
Aviation, Airports, Management, Leadership, Private Pilot, Human Resources, Customer Service, Employee Benefits, Airlines, Aircraft, Flights, Commercial Aviation, Process Improvement, Accounting, Fuel Management
Education
Regis University 1997 — 1999
M.B.A., Finance and Accounting
Metropolitan State University of Denver 1982 — 1988
B.S., Aviation Management
Virginia Schmidt's Merrill Lynch Experience July 2015 - Present
Job Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Education
Miami University 2007 — 2011
Bachelors, History of Art and Architecture
Miami University 2007 — 2011
Bachelor of Fine Arts, History of Art and Architecture
The Summit Country Day School 2003 — 2007
Merrill Lynch July 2015 - Present
Education
Miami University 2007 — 2011
Bachelors, History of Art and Architecture
Miami University 2007 — 2011
Bachelor of Fine Arts, History of Art and Architecture
The Summit Country Day School 2003 — 2007
Barclay Fuss's Merrill Lynch Experience August 2005 - March 2008
Job Relationship Manager at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - December 2012
Merrill Lynch August 2005 - March 2008
Invesco Ltd. March 1999 - July 2005
Education
Miami University 1988 — 1992
Bachelor of Science (B.S.), Management: Organizational Behavior and Management Information Systems
MassMutual Financial Group January 2013 - Present
The Hartford April 2008 - December 2012
Merrill Lynch August 2005 - March 2008
Invesco Ltd. March 1999 - July 2005
Education
Miami University 1988 — 1992
Bachelor of Science (B.S.), Management: Organizational Behavior and Management Information Systems
Christopher Schwert's Merrill Lynch Experience May 2005 - July 2005
Job Next Gen. Battery & eDrive Unit Financial Analyst at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company September 2013 - Present
Ford Motor Company June 2012 - August 2013
Ford Motor Company May 2011 - August 2011
Spot Trading LLC September 2008 - October 2009
Paragon Advisors September 2007 - September 2008
Merrill Lynch May 2005 - July 2005
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, International Business
Miami University 2002 — 2007
Bachelors, Finance, Entrepreneurship
Ford Motor Company September 2013 - Present
Ford Motor Company June 2012 - August 2013
Ford Motor Company May 2011 - August 2011
Spot Trading LLC September 2008 - October 2009
Paragon Advisors September 2007 - September 2008
Merrill Lynch May 2005 - July 2005
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, International Business
Miami University 2002 — 2007
Bachelors, Finance, Entrepreneurship
Matthew Fritzsche's Merrill Lynch Experience June 2007 - July 2008
Job Interactive Experience & Mobile Strategy, Digital Operations & Big Data Analytics Consultant
Industry Management Consulting
Experience
IBM August 2010 - Present
Merrill Lynch June 2007 - July 2008
N.H. Ballin Pharmacy June 2003 - August 2006
Skills
Data Analysis, Project Management, Business Process..., Leadership, Financial Analysis, Business Analysis, Finance, Financial Modeling, Corporate Finance, Financial Risk, Valuation, Management, Strategy, Managerial Finance, Microsoft Office, Analysis, User Experience, Design Thinking, Customer Journey Mapping, Use Case Diagrams, Mobile Applications, Mobile Technology
Education
Miami University 2006 — 2009
Bachelor of Science in Business
Lifelong Influences
IBM August 2010 - Present
Merrill Lynch June 2007 - July 2008
N.H. Ballin Pharmacy June 2003 - August 2006
Skills
Data Analysis, Project Management, Business Process..., Leadership, Financial Analysis, Business Analysis, Finance, Financial Modeling, Corporate Finance, Financial Risk, Valuation, Management, Strategy, Managerial Finance, Microsoft Office, Analysis, User Experience, Design Thinking, Customer Journey Mapping, Use Case Diagrams, Mobile Applications, Mobile Technology
Education
Miami University 2006 — 2009
Bachelor of Science in Business
Lifelong Influences
Joelle Fairchild's Merrill Lynch Experience September 1991 - May 2002
Job Portfolio Administrator at Denver Investment Advisors
Industry Investment Management
Experience
Denver Investments January 2003 - Present
Merrill Lynch September 1991 - May 2002
Fred Schmidt January 1989 - September 1992
Skills
Customer Relations..., Management
Education
Metropolitan State College of Denver 1986 — 1998
Denver Investments January 2003 - Present
Merrill Lynch September 1991 - May 2002
Fred Schmidt January 1989 - September 1992
Skills
Customer Relations..., Management
Education
Metropolitan State College of Denver 1986 — 1998
Philip Present's Merrill Lynch Experience February 2010 - March 2011
Job Analyst at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group March 2011 - Present
Merrill Lynch February 2010 - March 2011
JPMorgan Chase July 2007 - October 2009
Education
Miami University 2003 — 2007
Bachelor of Science in Business Administration, Finance
Citadel Investment Group March 2011 - Present
Merrill Lynch February 2010 - March 2011
JPMorgan Chase July 2007 - October 2009
Education
Miami University 2003 — 2007
Bachelor of Science in Business Administration, Finance
Frank Bisceglie's Merrill Lynch Experience June 2008 - August 2009
Job Advanced Surgical Technology Energy Specialist
Industry Medical Devices
Experience
Minimally Invasive Therapies Group (Covidien) August 2014 - Present
Covidien January 2013 - July 2014
Covidien July 2011 - December 2012
Covidien September 2010 - July 2011
Exel June 2010 - August 2010
Merrill Lynch June 2008 - August 2009
Skills
Microsoft Office, Medical Devices, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Customer Service, Leadership, Marketing, Sales Operations, Forecasting, Data Analysis, Strategic Planning, Product Development, Sales Process, Process Improvement, Project Management, Salesforce.com, Inventory Management, Account Management, Team Building, Marketing Strategy, New Business Development, Management, Market Research, Budgets, Cross-functional Team..., Team Leadership, Logistics, Access, Customer Satisfaction, Competitive Analysis, Cold Calling, Sales Management
Education
Miami University 2006 — 2010
BS, American Studies, Management and Organizations
Minimally Invasive Therapies Group (Covidien) August 2014 - Present
Covidien January 2013 - July 2014
Covidien July 2011 - December 2012
Covidien September 2010 - July 2011
Exel June 2010 - August 2010
Merrill Lynch June 2008 - August 2009
Skills
Microsoft Office, Medical Devices, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Customer Service, Leadership, Marketing, Sales Operations, Forecasting, Data Analysis, Strategic Planning, Product Development, Sales Process, Process Improvement, Project Management, Salesforce.com, Inventory Management, Account Management, Team Building, Marketing Strategy, New Business Development, Management, Market Research, Budgets, Cross-functional Team..., Team Leadership, Logistics, Access, Customer Satisfaction, Competitive Analysis, Cold Calling, Sales Management
Education
Miami University 2006 — 2010
BS, American Studies, Management and Organizations
E. Fred Gallenstein's Merrill Lynch Experience June 1983 - Present
Job Senior Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1983 - Present
Skills
Retirement, Insurance, Risk Management, Planning, Retirement Planning, Securities, Investments, Finance, Strategic Planning, Financial Advisory, Financial Analysis, Team Building, Strategic Financial..., Project Planning, Portfolio Management, Mutual Funds, Management, Leadership, Equities, Asset Management, Asset Allocation, Alternative Investments, 401k
Education
Miami University 1978 — 1982
Batchelor of Science, Finance; Economics, and Marketing
Merrill Lynch June 1983 - Present
Skills
Retirement, Insurance, Risk Management, Planning, Retirement Planning, Securities, Investments, Finance, Strategic Planning, Financial Advisory, Financial Analysis, Team Building, Strategic Financial..., Project Planning, Portfolio Management, Mutual Funds, Management, Leadership, Equities, Asset Management, Asset Allocation, Alternative Investments, 401k
Education
Miami University 1978 — 1982
Batchelor of Science, Finance; Economics, and Marketing
Carlton Davis's Merrill Lynch Experience May 2009 - August 2009
Job Assistant Vice President Investments at Chevy Chase Trust
Industry Investment Management
Experience
Chevy Chase Trust May 2013 - Present
Chevy Chase Trust March 2011 - May 2013
T. Rowe Price October 2010 - March 2011
Northwestern Mutual May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Fixed Income, Bloomberg, Trading, Securities, Bloomberg Terminal, Portfolio Management, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Financial Modeling, Financial Analysis, Capital Markets
Education
Miami University 2006 — 2010
B.S., Finance
Langley High School 2002 — 2006
Chevy Chase Trust May 2013 - Present
Chevy Chase Trust March 2011 - May 2013
T. Rowe Price October 2010 - March 2011
Northwestern Mutual May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Fixed Income, Bloomberg, Trading, Securities, Bloomberg Terminal, Portfolio Management, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Financial Modeling, Financial Analysis, Capital Markets
Education
Miami University 2006 — 2010
B.S., Finance
Langley High School 2002 — 2006
Jac Bloomberg's Merrill Lynch Experience 1990 - 1996
Job Business Owner at AlphaGraphics
Industry Financial Services
Experience
AlphaGraphics of Monmouth County, NJ January 2014 - Present
Morgan Stanley Smith Barney January 2009 - Present
Citi Document & Business Services January 2007 - June 2009
Citigroup 2006 - 2009
Vestcom 2003 - 2006
Vestcom 2003 - 2006
Applied Printing Technologies 2000 - 2004
LP Thebault 1996 - 2000
Merrill Lynch 1990 - 1996
Skills
Direct Marketing, Direct Mail, Account Management, New Business Development, Sales Management, Vendor Management, Strategic Planning, Customer Service, Marketing Strategy, Business Development, Financial Services, Product Management, Digital Printing, Management, Leadership, Process Improvement, Operations Management, Team Building, Negotiation, Budgets, P&L Management, Start-ups, Sales, Marketing, Project Management, Sales Process, Digital Marketing, Financial Analysis, Customer Retention, Strategy, CRM
Education
Miami University
Pre-Law Studies
The Ohio State University
Bachelor of Science (BS), Industrial Sociology
AlphaGraphics of Monmouth County, NJ January 2014 - Present
Morgan Stanley Smith Barney January 2009 - Present
Citi Document & Business Services January 2007 - June 2009
Citigroup 2006 - 2009
Vestcom 2003 - 2006
Vestcom 2003 - 2006
Applied Printing Technologies 2000 - 2004
LP Thebault 1996 - 2000
Merrill Lynch 1990 - 1996
Skills
Direct Marketing, Direct Mail, Account Management, New Business Development, Sales Management, Vendor Management, Strategic Planning, Customer Service, Marketing Strategy, Business Development, Financial Services, Product Management, Digital Printing, Management, Leadership, Process Improvement, Operations Management, Team Building, Negotiation, Budgets, P&L Management, Start-ups, Sales, Marketing, Project Management, Sales Process, Digital Marketing, Financial Analysis, Customer Retention, Strategy, CRM
Education
Miami University
Pre-Law Studies
The Ohio State University
Bachelor of Science (BS), Industrial Sociology
Guillermo Blacker's Merrill Lynch Experience August 2008 - September 2009
Job Purchashing and Customer Service Professional
Industry Consumer Services
Experience
Netflix Sales consultantBROADWAY TOYOTAJanuary 2010 - March 2010
Merrill Lynch August 2008 - September 2009
Merrill Lynch April 2006 - August 2008
Arrow Electronics January 2002 - June 2005
Vital Signs February 1999 - November 2001
Skills
Customer Satisfaction, Procurement, Purchasing, Sales
Education
COLLEGE OF DENVER
BUSINESS AND EDUCATION AWARD
Metropolitan State College of Denver
Netflix Sales consultantBROADWAY TOYOTAJanuary 2010 - March 2010
Merrill Lynch August 2008 - September 2009
Merrill Lynch April 2006 - August 2008
Arrow Electronics January 2002 - June 2005
Vital Signs February 1999 - November 2001
Skills
Customer Satisfaction, Procurement, Purchasing, Sales
Education
COLLEGE OF DENVER
BUSINESS AND EDUCATION AWARD
Metropolitan State College of Denver
Carl Squire Aschinger IV's Merrill Lynch Experience July 2011 - August 2011
Job Operations and Logistics Manager at Uber
Industry Logistics and Supply Chain
Experience
Uber November 2014 - Present
Protiviti July 2013 - November 2014
Limited Brands June 2012 - August 2012
Merrill Lynch July 2011 - August 2011
The Ohio State University Medical Center July 2010 - August 2010
Spagio May 2010 - August 2010
CSC Worldwide (formerly Columbus Show Case Company) May 2007 - August 2007
Skills
Internal Audit, Analysis, Financial Analysis, Product Development, Networking, Sales, Cross-functional Team..., Customer Service, SAP, Strategic Financial..., Management, Data Analysis, Team Management, Management Consulting, Manufacturing, Strategic Leadership, PowerPoint, Finance, Microsoft Excel, Social Media, Structured Finance, Time Management, Financial Modeling, Logistics, Strategic Planning, Microsoft Office, Account Management, Inventory Management, Team Leadership
Education
Miami University 2009 — 2013
Business, Major: Finance, Minor: Entrepreneurship
Uber November 2014 - Present
Protiviti July 2013 - November 2014
Limited Brands June 2012 - August 2012
Merrill Lynch July 2011 - August 2011
The Ohio State University Medical Center July 2010 - August 2010
Spagio May 2010 - August 2010
CSC Worldwide (formerly Columbus Show Case Company) May 2007 - August 2007
Skills
Internal Audit, Analysis, Financial Analysis, Product Development, Networking, Sales, Cross-functional Team..., Customer Service, SAP, Strategic Financial..., Management, Data Analysis, Team Management, Management Consulting, Manufacturing, Strategic Leadership, PowerPoint, Finance, Microsoft Excel, Social Media, Structured Finance, Time Management, Financial Modeling, Logistics, Strategic Planning, Microsoft Office, Account Management, Inventory Management, Team Leadership
Education
Miami University 2009 — 2013
Business, Major: Finance, Minor: Entrepreneurship
Ken Imwinkelried's Merrill Lynch Experience 2006 - 2006
Job VP & Credit Analyst Manager at River City Bank
Industry Banking
Experience
River City Bank April 2010 - Present
First Northern Bank 2008 - 2009
Merrill Lynch 2006 - 2006
Skills
Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Banking, Business Analysis, Commercial Real Estate, Finance, Commercial Banking, Management, Negotiation, Investments
Education
Miami University
Bachelors of Science, Interdisciplinary Business Management
Jesuit High School 2000 — 2004
River City Bank April 2010 - Present
First Northern Bank 2008 - 2009
Merrill Lynch 2006 - 2006
Skills
Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Banking, Business Analysis, Commercial Real Estate, Finance, Commercial Banking, Management, Negotiation, Investments
Education
Miami University
Bachelors of Science, Interdisciplinary Business Management
Jesuit High School 2000 — 2004
Karina Hahn's Merrill Lynch Experience February 2004 - April 2011
Job Yoga Instructor at MBody Yoga
Industry Health, Wellness and Fitness
Experience
MBody Yoga October 2009 - Present
MBody Yoga August 2011 - April 2012
Merrill Lynch February 2004 - April 2011
Skills
Yoga, Social Media, Customer Service, Social Networking, Public Relations, Bookkeeping
Education
Miami Dade College 1992 — 1994
Associate of Science (AS), Interior Design
MBody Yoga October 2009 - Present
MBody Yoga August 2011 - April 2012
Merrill Lynch February 2004 - April 2011
Skills
Yoga, Social Media, Customer Service, Social Networking, Public Relations, Bookkeeping
Education
Miami Dade College 1992 — 1994
Associate of Science (AS), Interior Design
Brian Mullin's Merrill Lynch Experience June 2011 - August 2011
Job Senior Investment Operations Associate at Prudential Financial
Industry Investment Management
Experience
Prudential Fixed Income May 2015 - Present
Prudential Fixed Income March 2014 - May 2015
CVC Credit Partners May 2013 - February 2014
Northwestern Mutual, The Russo Financial Group June 2012 - May 2013
Merrill Lynch June 2011 - August 2011
Garden City Country Club May 2009 - August 2011
Education
Miami University 2008 — 2012
Bachelor of Arts (B.A.), History, Political Science minor
Chaminade High School 2004 — 2008
Prudential Fixed Income May 2015 - Present
Prudential Fixed Income March 2014 - May 2015
CVC Credit Partners May 2013 - February 2014
Northwestern Mutual, The Russo Financial Group June 2012 - May 2013
Merrill Lynch June 2011 - August 2011
Garden City Country Club May 2009 - August 2011
Education
Miami University 2008 — 2012
Bachelor of Arts (B.A.), History, Political Science minor
Chaminade High School 2004 — 2008
Matt Minney's Merrill Lynch Experience June 1999 - June 2002
Job Sales Support Manager, PD Solutions at Corwin Press
Industry Primary/Secondary Education
Experience
Corwin Press March 2013 - Present
The Leadership and Learning Center August 2002 - October 2011
Merrill Lynch June 1999 - June 2002
Elizabeth School District/Running Creek Elementary June 1996 - August 1999
Skills
Staff Development, Curriculum Design, Lesson Planning, Public Speaking, Educational Technology, E-Learning, Instructional Design, Fundraising, Adult Education
Education
Metropolitan State College of Denver 1994 — 1996
Teacher Certification K-6, Teacher Certification Program K-6
University of Northern Colorado 1989 — 1993
Bachelor of Arts (B.A.), Psychology/Community Health
Corwin Press March 2013 - Present
The Leadership and Learning Center August 2002 - October 2011
Merrill Lynch June 1999 - June 2002
Elizabeth School District/Running Creek Elementary June 1996 - August 1999
Skills
Staff Development, Curriculum Design, Lesson Planning, Public Speaking, Educational Technology, E-Learning, Instructional Design, Fundraising, Adult Education
Education
Metropolitan State College of Denver 1994 — 1996
Teacher Certification K-6, Teacher Certification Program K-6
University of Northern Colorado 1989 — 1993
Bachelor of Arts (B.A.), Psychology/Community Health
Dan Gingerich's Merrill Lynch Experience February 2000 - April 2002
Job Systems Administrator at Quantum Corp
Industry Computer Software
Experience
Quantum July 2011 - Present
Quantum January 2010 - July 2011
eCollege May 2005 - May 2009
IT consultant Self Employed April 2002 - May 2005
Merrill Lynch February 2000 - April 2002
North Star Business Systems February 1999 - December 1999
Peters and Associates February 1997 - December 1998
Skills
Troubleshooting, Windows, Windows Server, Virtualization, Computer Hardware, Servers, Active Directory, Network Design, Networking, Home Networking, Ethernet, Storage, Storage Area Networks, iSCSI, Fibre Channel, NTFS, Data Backup Solutions, DNS management, Small Business IT..., SAN, Software Installation, Technical Support, Hardware
Education
Denver Technical University 2009 — 2011
Computer and Information Systems Security/Information Assurance
Oklahoma Christian University 1995 — 1996
Electrical and Electronics Engineering
Metropolitan State University of Denver 1993 — 1994
Computer Science
University of Northern Colorado 1991 — 1993
Engineering Physics/Applied Physics
Quantum July 2011 - Present
Quantum January 2010 - July 2011
eCollege May 2005 - May 2009
IT consultant Self Employed April 2002 - May 2005
Merrill Lynch February 2000 - April 2002
North Star Business Systems February 1999 - December 1999
Peters and Associates February 1997 - December 1998
Skills
Troubleshooting, Windows, Windows Server, Virtualization, Computer Hardware, Servers, Active Directory, Network Design, Networking, Home Networking, Ethernet, Storage, Storage Area Networks, iSCSI, Fibre Channel, NTFS, Data Backup Solutions, DNS management, Small Business IT..., SAN, Software Installation, Technical Support, Hardware
Education
Denver Technical University 2009 — 2011
Computer and Information Systems Security/Information Assurance
Oklahoma Christian University 1995 — 1996
Electrical and Electronics Engineering
Metropolitan State University of Denver 1993 — 1994
Computer Science
University of Northern Colorado 1991 — 1993
Engineering Physics/Applied Physics
Annemarie Alden, CEP's Merrill Lynch Experience June 2006 - November 2011
Job Equity Compensation
Industry Financial Services
Experience
IMAX December 2014 - Present
The Blackstone Group November 2011 - December 2014
Merrill Lynch June 2006 - November 2011
UBS December 2001 - June 2006
Prudential Financial January 2000 - December 2001
Computer Task Group June 1997 - January 2000
Skills
Equities, Business Analysis, Financial Services, Management, Securities, Wealth Management
Education
Miami University 1992 — 1997
Bachelor of Science in Management Information Systems, Human Resources and Organizational Behavior
IMAX December 2014 - Present
The Blackstone Group November 2011 - December 2014
Merrill Lynch June 2006 - November 2011
UBS December 2001 - June 2006
Prudential Financial January 2000 - December 2001
Computer Task Group June 1997 - January 2000
Skills
Equities, Business Analysis, Financial Services, Management, Securities, Wealth Management
Education
Miami University 1992 — 1997
Bachelor of Science in Management Information Systems, Human Resources and Organizational Behavior
Chelsea Christian's Merrill Lynch Experience June 2013 - August 2013
Job Student at Miami University
Industry Marketing and Advertising
Experience
EXPRESS June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Panera Bread June 2010 - May 2012
Skills
Organization Skills, Microsoft Excel, Leadership, Teamwork, Social Media, Marketing, Event Planning, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Prezi, InDesign, Access
Education
Miami University 2012 — 2016
Marketing
St. Vincent- St. Mary High School 2008 — 2012
EXPRESS June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Panera Bread June 2010 - May 2012
Skills
Organization Skills, Microsoft Excel, Leadership, Teamwork, Social Media, Marketing, Event Planning, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Prezi, InDesign, Access
Education
Miami University 2012 — 2016
Marketing
St. Vincent- St. Mary High School 2008 — 2012
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank