Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Merrill Lynch June 2015 - Present
American Cancer Society September 2014 - June 2015
American Cancer Society August 2014 - September 2014
American Cancer Society November 2013 - August 2014
Turner Sports August 2012 - December 2013
Office of Senator Saxby Chambliss January 2012 - May 2012
Alston & Bird LLP July 2011 - January 2012
Judge Craig Schwall June 2011 - June 2011
Office of Senator Johnny Isakson May 2010 - August 2010
Merrill Lynch May 2009 - September 2009
Skills
Microsoft Office, Event Planning, Social Media, Microsoft Excel, Public Speaking, Research, PowerPoint, Editing, Microsoft Word, Event Management, Community Outreach, Advertising, Legal Writing, Leadership, Management, Volunteer Management, Non-profit Board..., Fundraising, Social Networking
Education
Miami University 2008 — 2011
College of Arts and Sciences, Political Science and History
University of Richmond under The American Institute for Foreign 2010 — 2011
Bachelor's degree, Political Science and Government
Marist School 2004 — 2007
High School Diploma
Bank of America Merrill Lynch August 2014 - Present
GE Energy January 2013 - July 2014
GE Energy May 2011 - August 2012
Merrill Lynch May 2010 - August 2010
Skills
Corporate Finance, Treasury, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Microsoft Word, Managerial Finance, Leadership, Analysis, Data Analysis
Education
Michigan State University 2008 — 2012
BA, Finance, Magna Cum Laude
Merrill Lynch July 1997 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Certified Financial..., Series 63, Mutual Funds, Asset Allocation, Equities, Securities, Fixed Income, Alternative Investments, Investment Strategies, Investment Advisory
Education
Miami University 1992 — 1997
Bachelor of Science (BS), Finance, General
St. Xavier High School 1988 — 1992
Bosch North America February 2013 - Present
Merrill Lynch May 2012 - August 2012
Electronic Arts August 2009 - May 2012
Quicken Loans May 2011 - August 2011
Quicken Loans May 2010 - August 2010
Skills
Corporate Finance, Financial Analysis, Strategic Financial..., Financial Markets, Marketing Strategy, Analysis, Cross-functional Team..., Strategy
Education
Michigan State University 2008 — 2012
Bachelor's degree, Finance, General
Chase April 2005 - Present
Clothing Clinic Cleaners July 1994 - March 2005
Merrill Lynch May 1982 - July 1989
Skills
Customer Service, Salesforce.com, Sales Management, Management, Team Building, Microsoft Office, Budgets, Sales, Microsoft Word, Team Leadership, Leadership
Education
Michigan State University 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Lynch August 2012 - Present
New York Jets August 2011 - September 2011
Hartford Colonials August 2010 - November 2010
Tennessee Titans March 2009 - April 2010
Arizona Cardinals Football Club February 2008 - September 2008
Skills
Sports, Football, Sports Marketing, Sports Management, Sponsorship, Social Media, Public Speaking, Fundraising, Public Relations, Sales, Customer Service, Athletics, Leadership, Coaching, Marketing, Microsoft Office, PowerPoint, Networking, Retirement Planning, Variable Annuities, Finance, Time Management, Social Networking, Series 7, Wealth Management, Uniform Combined State...
Education
Stanford Graduate School of Business 2012 — 2012
NFL Career Transition Program
Wharton School, University of Pennsylvania 2010 — 2010
NFL Business and Entrepreneurship Program
Michigan State University 2003 — 2007
Bachelors, interdisciplinary studies in Law and Society
Plante Moran June 2015 - August 2015
Merrill Lynch May 2013 - August 2013
Skills
Demonstrates Initiative, Effictive Communicator, Strong Work Ethic, Business Analytics, Data Mining, New Business..., Preparation, Administrative Work, Performance Tuning, Diligent, Partnerships, Organizational Structure, Conducting, Inventory, Adaptation, Result Oriented, Reviews, Running
Education
Miami University 2012 — 2016
Bachelor of Science, Business
The Hong Kong University of Science and Technology 2014 — 2014
Semester Exchange
UBS Financial Services Inc. January 2009 - Present
Merrill Lynch December 1996 - January 2009
Olde Discount Stock Brokers August 1994 - December 1996
Education
Miami University 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America Merrill Lynch July 2013 - April 2014
Bank of America Merrill Lynch July 2010 - July 2013
Merrill Lynch June 2009 - August 2009
China Galaxy Securities June 2008 - August 2008
Skills
Mergers & Acquisitions, Bonds, Investment Banking, Investments, Bloomberg, Valuation, Securities, Financial Modeling, Finance, Corporate Finance, IPO, Real Estate, Private Placements, Financial Analysis, LBO, Capital Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management, Entrepreneurship Management
Peking University 2006 — 2010
B.A., Finance
Miami University 2008 — 2008
Exchange Student, Finance
Merrill Lynch September 2013 - Present
Red Wing Trading LLC July 2008 - December 2013
Cardinal Capital Management, LLC (Chicago) October 2005 - December 2012
NOJ Trading LLC 2002 - 2005
SMW Trading Company, Inc. 2000 - 2002
Apollo Derivatives ( The Helios Group LLC ) 1993 - December 2000
Anteros Capital Markets LLC 1998 - 2000
Skills
Derivatives, Portfolio Management, Trading Systems, Trading Strategies, Electronic Trading, Risk Management, Risk Assessment, Leadership, Trading, Options, Commodity, Market Making, Proprietary Trading, Arbitrage, Entrepreneurship, Hedging, Volatility, Investments, Options Strategies, Index Options, Investment Strategies, Futures Trading, Commodity Markets, Volatility Arbitrage, Electronic Trading..., Series 7, FINRA, Financial Markets, Finance, Securities, Currency, Derivatives Trading
Education
Michigan State University 1986 — 1991
Bachelor of Arts, Finance, Major GPA 3.5/4.0
Raymond James Financial Inc. February 2011 - Present
Morgan Stanley August 1998 - February 2011
Merrill Lynch January 1997 - August 1998
Michigan Supreme Court August 1995 - January 1997
Education
Michigan State University
Heitman May 2015 - Present
Heitman May 2014 - April 2015
Discover Financial Services July 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Fixed Income, Finance, Business Transformation, Operations Management, Compliance, Equities, Equity Research, Derivatives, Bloomberg, UAT coordination, Real Estate, Asset Management, Accounting
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance, General
Merrill Lynch 2010 - Present
Merrill Lynch 2007 - 2010
Merrill Lynch 1998 - 2007
Astrogamma 1995 - 1996
NatWest Bank 1992 - 1995
Skills
Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Asset Allocation, Saving for Education, 529 Plans, 401k Rollovers, Strategic Financial..., Health Insurance, Mutual Funds, Inheritance Tax Planning, Estate Tax Planning, Stock Compensation, Deferred Compensation, Trusts, Bonds, Loans, Equity Capital Markets, Private Equity, Diversification, High Net Worth..., Cash Management, Wealth Preservation..., Series 7, Series 63, Series 65, Series 24
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Michigan State University 1988 — 1992
Bachelor of Arts (B.A.), Political Economics
Platinum Equity July 2014 - Present
Brilliant™ April 2012 - July 2014
Grant Thornton LLP 2011 - 2012
FTI Consulting 2010 - 2011
Boutique Investment Bank January 2009 - June 2010
Focus Investment Banking May 2008 - September 2008
Merrill Lynch June 2007 - September 2007
US Securities and Exchange Commission January 2007 - June 2007
Skills
Financial Reporting, Accounting, Finance, Capital Markets, Valuation, Business Development, Mergers & Acquisitions, Private Equity, Financial Modeling
Education
Michigan State University
Bachelor's degree, Economics
UBS Financial Services November 2003 - Present
UBS Financial Services March 2008 - March 2009
Merrill Lynch June 1999 - November 2003
JP Morgan Chase (FKA NBD Bank and Bank One) August 1995 - June 1999
Skills
Series 7, Wealth Management, Investment Strategies, Series 66, Series 9, Series 10, Banking, Private Banking, Finance, Commercial Lending, Loans, Mortgage Lending, Mutual Funds, Uniform Combined State..., FINRA
Education
Miami University 1991 — 1995
B.S., Finance, Economics
Miami University 1991 — 1995
Finance, General
Whirlpool Corporation August 2015 - Present
Whirlpool Corporation May 2014 - Present
Michigan State University August 2013 - May 2014
Whirlpool Corporation May 2013 - August 2013
Benzinga March 2011 - August 2012
Munder Capital Management September 2010 - January 2011
P.A. Products, Inc. January 2010 - September 2010
Merrill Lynch May 2008 - August 2008
Skills
Equity Valuation, Microsoft Office, Bloomberg Terminal, FactSet, Financial Modeling, Financial Forecasting, Market Research, Stock Market, Statistical Modeling, Model Portfolios, Financial Analysis, Finance, Data Analysis, Analysis, Bloomberg, Business Development, Capital Markets, Corporate Finance, Economics, Equities, Equity Research, Investments, Leadership, Management, Portfolio Management, Private Equity, Start-ups, Strategic Planning, Time Management, Trading, Valuation, Venture Capital
Education
Michigan State University - The Eli Broad College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Corporate Finance
Michigan State University 2006 — 2010
Bachelor of Arts: Finance, Additional Major in Economics
Home Team Sports, a division of Fox Sports Media Group March 2013 - Present
Scoutmob November 2012 - February 2013
Atlanta Braves January 2012 - November 2012
Merrill Lynch January 2011 - January 2012
Carillon Catering August 2007 - September 2010
Skills
Event Planning, Account Management, Customer Satisfaction, Client Services, Social Media, Project Management, Social Networking, Sports Management, Team-oriented, Business to Business..., Cold Calling, Outlook, Microsoft CRM, Microsoft Office, Salesforce.com, Management, Sales, Teamwork, Marketing Strategy, Event Management, Advertising, Digital Media, Sponsorship
Education
Miami University 2006 — 2010
B.A., Organizational Communication
Merrill Lynch December 2013 - Present
Bankers Life and Casualty Company March 2013 - December 2013
CNO Financial Group 2009 - March 2013
Eddie Bauer 2008 - 2009
Skills
Customer Service, Retail, Sales, Customer Satisfaction, Inventory Management
Education
Michigan State University 2004 — 2008
HR, Business Administration
UBS Financial Services 2009 - Present
Merrill Lynch 2001 - 2009
Education
Miami University
BS, Business
Merrill Lynch July 1994 - Present
First Bank of West Hartford 1991 - 1994
Skills
Strategic Planning, Financial Analysis, Banking, Investments, Risk Management, Credit, Business Analysis, Insurance, Portfolio Management, Financial Modeling, Loans, Corporate Finance, Business Planning
Education
Michigan State University 1983 — 1987
Bachelor's degree, Communication
TMC Transportation May 2013 - Present
Central Transport May 2012 - May 2013
Central Transport August 2010 - May 2012
Blue Cross Blue Shield of Michigan January 2009 - April 2009
Merrill Lynch June 2003 - December 2008
Grosse Pointe Woods Department of Public Works May 2007 - August 2007
Skills
Microsoft Office, Shipping, Transportation, Logistics, Social Media, LTL, Cross Dock, Team Building, Transportation..., Dispatching, Truckload, 3PL, Customer Service, Freight, Logistics Management, Time Management, Warehousing, DOT regulations, Process Scheduler, Inventory Control, Operations Management, Inventory Management, Trucking, Supply Chain Management, Supply Chain, Supervisory Skills, DOT Compliance, Fleet Management, Route Planning, P, DOT Regulations
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Michigan State University 2005 — 2009
Bachelors, Criminal Justice
Faurecia September 2013 - Present
Brose June 2012 - October 2013
General Dynamics Land Systems August 2007 - July 2012
Irvin Automotive June 2006 - August 2007
Merrill Lynch 2004 - 2006
Lear Corporation 2005 - 2005
Skills
Forecasting, Auditing, Program Management, Budgeting, Contract Negotiation, Purchasing, Problem Solving, Financial Analysis, Negotiation, Excel, PowerPoint, Supply Chain Management, Financial Reporting, Procurement, Word, Microsoft Office, Access, Cost Analysis, Data Analysis, Oracle, Cognos, SAP, Microsoft Excel, Budgets, Microsoft Word, Project Planning, Continuous Improvement, Cost Benefit, Logistics, Management
Education
Wayne State University 2008 — 2010
Masters, Business Administration, 3.6
Michigan State University 2002 — 2006
Bachelors, Finance, 3.2
Merrill Lynch September 2012 - Present
Merrill Lynch April 2009 - August 2012
Bank of America January 2006 - March 2009
Skills
Series 7, Wealth Management, FINRA, High Net Worth..., Financial Advisory, Treasury Management, Loans, Credit, Banking, Mortgage, Cash Management, Private Banking, Real Estate Finance, Series 63, Series 6
Education
Michigan State University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Merrill Lynch May 2015 - Present
Michigan State University August 2013 - Present
Scanwell June 2014 - July 2014
Cardiovascular Clinical Associates May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Public Speaking, Microsoft Office
Education
Michigan State University 2013 — 2017
McGraw Hill Financial July 2015 - Present
SinglePlatform August 2014 - June 2015
Bank of America Merrill Lynch June 2013 - August 2013
Marsh & McLennan Companies, Inc. July 2012 - August 2012
Bank of America Merrill Lynch July 2010 - August 2010
Merrill Lynch July 2008 - August 2008
Skills
Time Management
Education
Miami University 2009 — 2014
Bachelor of Arts (BA), Political Science and Latin American Studies
Glen Ridge High School 2005 — 2009
Marathon Petroleum Corporation May 2015 - August 2015
MSU Finance Association January 2012 - August 2015
MSU Student Investment Fund January 2014 - December 2014
Whirlpool Corporation May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Personal Lawn Care Service May 2006 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, MySQL
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Finance, Economics
Kalamazoo Central 2007 — 2011
Diploma
Bank of America September 2008 - Present
Musicians for Harmony September 2003 - Present
Merrill Lynch September 2003 - September 2008
Sony Classial 1995 - 2002
The Metropolitan Museum of Art August 1988 - September 1995
Skills
Litigation Support, Notary Public, Legal Assistance, Document Management, Budgets, Records Management, Legal Research, FINRA, Project Management, Legal Writing, Financial Services, Litigation, AML, Commercial Litigation, Litigation Management, Securities, Securities Regulation, Mergers & Acquisitions, Outlook
Education
New York University
Paralegal Diploma, Paralegal Studies
Michigan State University 1986 — 1988
Masters, Music Performance
State University of New York College at Fredonia
Bachelor's, Music
Raymond James December 2008 - Present
Heart House Dallas 2011 - 2013
Merrill Lynch April 1991 - December 2008
Education
Michigan State University 1979 — 1983
Merrill Lynch October 1992 - Present
Skills
Investments, Portfolio Management, Alternative Investments, Capital Markets, Wealth Management, Series 7, Risk Management, Policy Analysis, Public Policy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2007
Miami University 1988 — 1992
BA, Political Science
New Canaan High School
ProKids September 2015 - Present
Vocal Arts Ensemble January 2015 - Present
Professional singer May 2003 - Present
Cincinnati Children's Choir November 2010 - September 2015
Cincinnati Children's Choir October 2009 - November 2010
Pratt Industries May 2008 - October 2009
Merrill Lynch September 2007 - December 2007
University of Cincinnati May 2006 - August 2007
Skills
Arts Administration, Project Management, Customer Service, Research, Process Improvement, Event Planning, Organization, Music Education, Choral, Singing, Music, Classical, Writing, Performing Arts, Music Theory, Teaching, Opera
Education
Miami University 2001 — 2003
MM, Vocal Performance
Xavier University 1997 — 2001
BA, Music
St. Ursula Academy
Princeton University December 2012 - Present
Merrill Lynch August 2002 - October 2004
Pepper Construction Company July 2000 - May 2002
Corporate Communications Inc. March 1999 - May 2000
Entergy Security 1998 - 1999
Skills
Event Planning, Press Releases, Marketing Strategy, Public Relations, Editing, Writing, Copy Editing, Proofreading
Education
Miami University 1989 — 1993
B.S., Mass Communications
PNC Wealth Management February 2015 - Present
PNC Wealth Management June 2013 - February 2015
PNC Wealth Management August 2012 - June 2013
Michigan's Adventure May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Michigan's Adventure May 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg Terminal, Team Leadership, Finance, Investments, Credit, Banking, Analysis, Credit Risk, Private Banking, Asset Management, Wealth Management, Financial Services
Education
Spalding University 2014 — 2015
Accounting
Michigan State University 2008 — 2012
Bachelor's Degree, Finance, General
University of New South Wales
International Business
Merrill Lynch July 2014 - Present
PNC January 2013 - July 2014
Fifth Third Bank July 2010 - December 2012
Fifth Third Bank May 2007 - July 2010
CB Manufacturing 2006 - 2007
Education
Xavier University 2010 — 2013
MBA, International Business
Miami University 2002 — 2006
Bachelors, Marketing
Solid Rock Financial Planning, PLC November 2012 - Present
Edward Jones July 2005 - November 2012
Merrill Lynch September 1999 - March 2001
Skills
Finance, Investments, Strategic Financial..., Public Speaking, Teaching, Microsoft Excel, Microsoft Word, Customer Service, Negotiation, Management, Keynote, PowerPoint, Microsoft Office, English, Windows, Budgets, Strategic Planning, Editing, iPad, iPhone, OS X, Leadership, Mac OS X, Bible Study
Education
Miami University
Wells Fargo Advisors, LLC May 1988 - Present
Thomson McKinnon January 1981 - May 1988
Merrill Lynch July 1978 - January 1981
Education
Michigan State University
Bachelor of Science (B.S.), Business Management
AwesomenessTV & DreamworksTV September 2013 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Virgilios/Sloppy Sams January 2011 - July 2011
Emily Thornberry MP September 2010 - December 2010
Merrill Lynch May 2009 - August 2009
City Sports March 2008 - August 2009
Cold Stone Creamery May 2006 - March 2008
Skills
YouTube, Digital Media, Film Production, Media Production, Social Networking, Independent Film, TV Production, Department Coordination, New Business Development, Post Production, Social Media, Communication Skills, Microsoft Excel, PowerPoint, Microsoft Office, Highly detail oriented, Research, Comparative Politics, Project Planning, Series 7, Customer Service, Final Cut Pro, Photoshop, Italian, Microsoft Publisher, Guitarist, Singer-songwriter, Strategic Financial..., Investment Advisory, Investment Strategies, Alternative Investments, Strategic Planning, Investment Management, Equities, Governance, Lead Generation, Economics, Startup Development, Scriptwriting, Reality TV
Education
Miami University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
John Cabot University 2011 — 2011
Study Abroad, Political Science, Global Governance, European Studies, Italian
University of Westminster 2010 — 2011
Study Abroad, Comparative Politics, Political Science, Governance
Lower Merion High School
US Army May 2012 - Present
United States Army October 2010 - May 2012
Bravo Company 125 INF October 2010 - May 2012
U.S. Army June 2011 - September 2011
Merrill Lynch May 2010 - August 2010
F Co 425 ABN INF August 2008 - August 2010
Skills
Problem Solving, Photoshop, Microsoft Office, Excel, Leadership Development, Microsoft Excel, Military, Tactics, Leadership, Military Training, Combat, Army
Education
Michigan State University 2006 — 2012
College of Social Science, Criminal Justice
Seaholm High School 2002 — 2006
Engineered Structures, Inc. August 2013 - Present
Merrill Lynch March 2011 - August 2013
McAlvain Group of Companies August 2005 - March 2011
Turner Construction January 2000 - September 2005
Skills
Project Planning, Architecture, Project Management, Budgets, Construction, Public Speaking, Construction Management, Investments, Contract Negotiation, Strategic Planning, Research
Education
University of Houston 1995 — 1997
Masters, Architecture
Miami University 1990 — 1994
Bachelors, Environmental Design
HS Management Partners LLC December 2011 - Present
Self Employed April 2011 - December 2011
Grisanti Brown & Partners June 2008 - March 2011
W.P. Stewart August 2002 - May 2008
Merrill Lynch August 1999 - August 2002
STRS Ohio September 1997 - July 1999
Huntington National Bank June 1993 - August 1997
Skills
Investment Management, Portfolio Management, Asset Management, Equities, Valuation, Asset Allocation, Financial Modeling, Equity Research, Investments, Investment Strategies, Mutual Funds, Capital Markets, Bloomberg, Wealth Management, Securities, Alternative Investments, Asset Managment, Fixed Income
Education
Miami University 1989 — 1993
B.S., Finance
Merrill Lynch August 2015 - Present
Public Library of Youngstown/Mahoning County June 2009 - Present
Youngstown/Mahoning County YMCA January 2002 - Present
Hynes Industries October 2011 - August 2015
Canfield Planning Commission December 1997 - December 2013
Hynes Industries April 1994 - September 2011
Camp Mission Meadows September 2005 - April 2011
Hynes Industries January 1990 - March 1994
Skills
Sales, Manufacturing..., Operations Management, Lean Manufacturing, New Business Development, Customer Service, Leadership, Strategic Planning, Purchasing, Management, Contract Negotiation, Budgets, Business Planning, Continuous Improvement, Negotiation, Sales Management, Strategy, Team Building, Logistics, Manufacturing
Education
Youngstown State University 1990 — 1992
MBA, Business Administration and Management, General
Miami University 1981 — 1985
BS, Business Administration: Finance
Money Mailer of Chicago - Northside 2014 - Present
First Priority, Inc 2009 - 2013
Mars 2002 - 2009
Colgate Palmolive 1995 - 2002
IVAX Corporation 1993 - 1995
Colgate Palmolive 1991 - 1993
Merrill Lynch 1985 - 1990
Skills
Sales Management, Sales Operations, Marketing, Leadership, Forecasting, Coaching, Product Development, Sales, Time Management, Team Building, Management, Key Account Management, Cross-functional Team..., Market Planning, Marketing Strategy, Strategic Planning, New Business Development
Education
Michigan State University
Bachelor's Degree
Merrill Lynch January 2014 - Present
Merrill Lynch January 2013 - January 2014
Raymond James Financial Inc. September 2012 - December 2012
Trevarrow Inc. January 2008 - October 2012
Kensington Community Church August 2011 - June 2012
Rochester Adams High School August 2011 - June 2012
Comerica Bank May 2007 - January 2010
Skills
Option Pricing Models, Cost Basis, Analysis, Options Strategies, Problem Solving, Equity Trading, Puzzles, Financial Analysis, Financial Modeling, Financial Markets, Visual Basic, Mathematics, JavaBeans, Unix, Cash Handling, Spirituality, Coordinating Events, Strategic Leadership, Excel, Cost Basis Reporting, College Ministry, Youth Leadership, Tutoring, Microsoft Excel, Series 7, Options, Derivatives, Trading, Wealth Management
Education
Oakland University 2011 — 2016
Bachelor of Science (B.S.), Mathematics, 3.2
Michigan State University 2008 — 2010
Bachelor of Arts (B.A.), Finance, 3.5
Merrill Lynch October 2011 - Present
Merrill Lynch 1976 - 1986
Skills
Series 7, Wealth Management, Investment Advisory, Investments, Asset Allocation, 401k, Asset Management, Philanthropy, High Net Worth..., Financial Services, Financial Planners, Investment Management, ETFs, Strategic Financial..., Portfolio Management, Mutual Funds, Nonprofits, Finance, Series 63, Securities, Process Improvement, Retirement Planning, Alternative Investments, Analysis, Investment Strategies, Equities
Education
Miami University 1972 — 1976
BS, Business (Corporate Finance)
University of Pennsylvania - The Wharton School
CIMA
Institute of Trade Management January 1997 - Present
Habitat for Humanity of Oakland County May 2012 - Present
Avadhi Finance & Technology, Inc. June 2004 - June 2010
Prudential Securities October 1983 - December 1996
Merrill Lynch July 1976 - October 1983
Education
Michigan State University 1966 — 1970
Comerica Securities LLC December 2011 - Present
JPMorgan August 2008 - November 2011
Merrill Lynch November 2006 - August 2008
Ford Motor Company March 1992 - November 2003
Ross Roy 1987 - 1988
Education
Michigan State University 1982 — 1986
BA, Communications
LPL Financial May 2011 - Present
Multi-Funds, Inc. December 2010 - June 2011
Lincoln Financial Distributors July 2009 - August 2010
RiverSouce Investments December 1993 - May 2009
J&W Seligman December 1993 - December 2008
Merrill Lynch September 1991 - December 1993
Comp-U-Check, Inc. July 1988 - August 1991
Video Trend, Inc. January 1986 - July 1988
Comp-U-Check, Inc. May 1983 - September 1985
Plante & Moran January 1980 - May 1983
Education
University of Michigan-Dearborn 1990 — 1991
MBA - Finance
Michigan State University 1975 — 1979
Bachelor of Arts, Accounting
Michigan State University - The Eli Broad College of Business 1975 — 1979
BA - Accounting, Accounting
Cass City High School 1971 — 1975
High School, College Prep
Rebar Systems, LLC November 2013 - Present
Merrill Lynch April 2012 - November 2013
Morgan Stanley May 2011 - April 2012
NASDAQ OMX April 2010 - May 2011
KPMG October 2008 - April 2010
Credit Suisse February 2006 - May 2008
Wang Trading LLC. 2003 - 2006
Ameritrade 2000 - 2003
Graphnet 1999 - 2000
Sprint Nextel 1996 - 1999
Skills
Market Data, Electronic Trading, Proprietary Trading, Hedge Funds, High Frequency Trading, Investment Banking, Trading Systems, Exchange Connectivity, Low Latency, Equities, Derivatives, Financial Markets, Fixed Income, Risk Management, Equity Trading
Education
Michigan State University 1992 — 1996
Computer Science
Talcott Mountain Science Center and Academy 2012 - Present
The Aspen Group September 1997 - Present
ABN AMRO Bank March 1990 - September 1997
Merrill Lynch September 1986 - March 1988
Salomon Brothers Inc. June 1984 - September 1986
United States Senate & United States House of Representatives July 1981 - June 1984
Skills
Management Consulting, Asset Managment, Strategic Planning, Philanthropy, Financial Markets, ALM, Securities, Financial Structuring, Fundraising, Budgets, Business Development, Structured Products, Swaps, Marketing Strategy, Asset Management, Management, Marketing, Project Management
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance and Accounting
Michigan State University 1977 — 1981
Bachelor of Arts (B.A.) with Honours, Communication Arts
Lakeshore High School
High School Diploma with Honours
AlixPartners January 2015 - Present
AlixPartners March 2014 - December 2014
Deloitte Corporate Finance LLC March 2011 - March 2014
O'Keefe & Associates Consulting, LLC May 2009 - February 2011
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Business Valuation, Valuation, Due Diligence, Corporate Finance, DCF, Investment Banking, Mergers, LBO, Capital Markets, Private Equity, Divestitures, Procurement, Strategic Sourcing, Mergers, Mergers & Acquisitions
Education
Michigan State University 2005 — 2009
Finance, Financial Markets & Institutions
University of St. Andrews 2009 — 2009
International Labor-Management Relations
The Brice Group, Morgan Stanley-Graystone Consulting September 2014 - Present
Merrill Lynch April 2011 - September 2014
MassMutual Financial Group June 2006 - April 2011
JP Morgan Retirement Sevices December 1992 - 2006
TI Automotive 1990 - 1992
Price Waterhouse Coopers 1988 - 1990
Skills
401k, Retirement, Defined Benefit, Asset Allocation, Plan Design, Mutual Funds, Retirement Planning, Client Service, Pensions, Investments, New Business Development, Series 7, Retirement Services, Profit Sharing, Retirement Plan..., Series 63, IRA's, ERISA, Investment Advisory, Series 66, Deferred Compensation, CPA, Wealth Management
Education
Michigan State University
BA, Accounting
Wells Fargo Advisors January 2013 - Present
Merrill Lynch June 1995 - January 2013
Education
The University of Montana
Master of Business Administration (MBA), Business Administration and Management, General
Michigan State University 1975 — 1981
Bachelor of Arts (BA), Accounting
Alpena High School
UBS Financial Services Inc August 2011 - Present
Merrill Lynch June 2007 - August 2011
UBS June 2002 - June 2007
Morgan Stanley December 2000 - June 2002
Education
Michigan State University
FASTpartners LLC (Learn from Executives ~ How to Sell to Executives) 2009 - Present
DEANpartners 2001 - 2009
Merrill Lynch 1994 - 2001
Newell Rubbermaid 1991 - 1994
Newell Rubbermaid 1986 - 1990
Progressive Insurance 1985 - 1985
Goodrich 1980 - 1984
Skills
Salesforce Training, Executive Coaching, Sales Leadership..., Sales Operations, Strategic Planning, Sales, Corporate Finance, Coaching, Marketing Strategy, Webinars, Consulting, Team Building, Marketing Management, Management, Selling, Sales Management, Business Strategy, Selling Skills, Negotiation, New Business Development, Salesforce.com, Finance, Marketing, E-Learning, Start-ups, Sales Process, Lead Generation, Strategy, Executive Management, Business Development, Strategic Partnerships, Entrepreneurship, B2B, Leadership, CRM, Business Planning, Management Consulting, Solution Selling
Education
West Carrollton High School
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (M.B.A.), Marketing
The University of Akron
Bachelor's degree, Accounting
Miami University
Certified Public Accountant (CPA)
Federated Investors September 2011 - Present
AllianceBernstein May 2010 - August 2011
Merrill Lynch May 2009 - August 2009
Skills
Financial Services, Investments, Financial Modeling, Financial Analysis, Marketing Communications, Microsoft Office, Social Media, Microsoft Excel, Asset Allocation, Marketing, Email Marketing, Data Analysis, Fixed Income, Securities, Marketing Strategy, Social Media Marketing, PowerPoint, Salesforce.com, Project Management, Market Research
Education
Miami University 2006 — 2010
Bachelor of Science (BS), Mass Communication/Media Studies
Chagrin Falls High School 2002 — 2006
Ausdal Financial Partners September 2010 - Present
AXA Advisors September 2009 - August 2010
Retired and enjoying life January 2007 - August 2009
Independent Consulting November 2005 - November 2006
Merrill Lynch June 1992 - May 2005
Merrill Lynch October 1980 - June 2002
Skills
Securities, Investments, Mergers & Acquisitions, Consulting, Management, Strategic Financial..., Retirement Planning, Mergers, Wealth Management
Education
Miami University 1966 — 1970
BS, Business Adminstration
UBS Financial Services Inc 2001 - Present
Merrill Lynch 1982 - 2001
Education
Miami University 1971 — 1978
BA, History
Homewood Flossmoor High School 1967 — 1971
UBS Financial Services November 2008 - Present
Merrill Lynch 1994 - 2008
Bank of America 1990 - 1994
Education
Wayne State University 1990 — 1993
Master of Business Administration (MBA), Accounting and Finance
Michigan State University 1986 — 1990
Bachelor of Arts (BA), Finance and Financial Management Services
Wells Fargo Advisors, LLC December 2012 - Present
UBS Financial Services September 2008 - December 2012
Merrill Lynch 2006 - 2008
Skills
Investments, Mutual Funds, Retirement Planning, Sales, Fixed Income, Separately Managed..., ETFs, Leadership, Fundraising, Management, Equities, Strategy, Business Strategy, Strategic Planning, Social Media Marketing, Customer Service, Public Relations, Securities, Asset Allocation, Public Speaking, Financial Advisory, Municipal Bonds, Team Building, Contract Negotiation, Marketing, Negotiation, New Business Development, Retirement Income..., Michigan Municipal Bonds, Individual Bond...
Education
Michigan State University 1997 — 2003
B.A., Communications and Economics
Michigan State University 1997 — 2001
Romano Wealth Management September 2014 - Present
Merrill Lynch August 2011 - September 2014
Skills
Tax-advantaged..., Strategic Planning, Wealth Preservation..., Investments, Retirement Planning, Financial Planning, Investment Management
Education
Farmer School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance
Merrill Lynch July 2015 - Present
The Florence & Laurence Spungen Family Foundation June 2010 - May 2015
Fidelity Investments June 2014 - August 2014
Wells Fargo Advisors - Hefter, Leshem, Margolis Capital Management May 2013 - August 2013
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Finance Major, History Minor
University of Virginia - Semester at Sea
Finance, History, Economics
Miami University’s John E. Dolibois European Center - Differdange, Luxembourg
Finance, History, Management, Music, French
Adlai E. Stevenson High School 2007 — 2011
Merrill Lynch August 2015 - Present
Worthington Industries July 2014 - July 2015
Jones Day November 2011 - July 2014
Charles Schwab August 2005 - June 2011
Skills
Analysis, Finance, Financial Analysis, Forecasting, Auditing, Budgets, Valuation, Investments, Internal Controls, Strategic Planning, Project Management, Managerial Finance, Management, Negotiation, Variance Analysis, Accounts Payable, Account Management, Training, Mutual Funds, Accounting
Education
The University of Akron 2008 — 2011
MBA, International Finance
Miami University 2001 — 2005
BS, Finance
TEKsystems August 2014 - Present
Merrill Lynch June 2013 - August 2013
Beverly Hills Athletic Club May 2008 - June 2013
LTE Media Group August 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Time Management, Microsoft Word, Public Speaking, Customer Service, Social Networking, Social Media
Education
Michigan State University 2010 — 2014
Bachelor of Arts (BA), Finance, General
Priceline.com September 2015 - Present
Goldman Sachs - Treasury Technology April 2010 - July 2015
Goldman Sachs - Client Services June 2006 - April 2010
Goldman Sachs - Anti Money Laundering (AML) November 2004 - June 2006
Citibank Asset Management May 2002 - October 2004
Goldman Sachs - Private Wealth Management May 2000 - December 2001
Merrill Lynch May 1995 - May 2000
Duracell France October 1993 - December 1994
Moore Business Forms August 1990 - August 1993
Skills
Java, DB2, Sybase, Oracle, EMS/JMS, REST API, JSON, Hibernate, C#, Linux, Spring, SDLC, SQL, Maven, Databases, Eclipse, SVN, CVS, Visual Studio, Solaris, Spring Framework, Jersey, Jenkins, WebLogic, JavaScript
Education
Michigan State University
Master’s Degree, Mathematics
University of Michigan
Bachelor’s Degree, Mathematics and Physics
K1 Investment Management December 2014 - Present
Arbonne International January 2014 - December 2014
Okemos Lacrosse Club, Inc. February 2014 - May 2014
Marketing and International Comparative Dimensions of Business in Europe May 2013 - June 2013
LTE Media Group August 2012 - May 2013
Alpha Phi International Fraternity January 2012 - December 2012
Kellwood Company June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Grosse Pointe Neighborhood Club March 2008 - November 2009
Skills
PowerPoint, Research, Event Planning, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Social Media, Teaching, Student Affairs, Higher Education, Community Outreach, Fundraising, Fashion, Leadership, Social Networking, Recruiting, Twitter, Typing, Pinterest, Teamwork, Time Management, Adobe Creative Suite, AP Style
Education
Michigan State University 2010 — 2014
Bachelors, Marketing, Senior
Grosse Pointe North High School 2006 — 2010
The Oechsli Institute (Affiliation) June 2008 - Present
Hilliard Lyons November 2004 - April 2008
Legg Mason July 1998 - November 2004
Prudential Financial March 1990 - June 1998
Merrill Lynch October 1984 - March 1990
Sullair, LLC August 1976 - October 1984
Procter & Gamble March 1972 - June 1974
Skills
Leadership, Business Development, Management, Financial Services, Business Planning, Finance, Strategic Planning, Financial Advisory, Sales, Investments, Training, Organizational..., Marketing, Management Consulting, Mergers & Acquisitions, Business Analysis, Coaching, Insurance, Executive Coaching, Leadership Development, Business Process..., Business Strategy, Team Building, Strategy, Public Speaking, Marketing Strategy, New Business Development, P&L Management, Social Media Marketing
Education
Rensselaer Polytechnic Institute 1975 — 1976
Master of Business Administration (MBA), Business Administration and Management
University of Pittsburgh
Bachelor of Arts (B.A.), Political Science and Government
Michigan State University 2005 — 2006
Chartered Wealth Advisor-Certificate, Estate and Wealth Strategies Institute
Wharton School, University of Pennsylvania 2004 — 2006
Executive Education Certificate, Securities Industry Institute
EARJ-Rio de Janeiro, Brazil
Primary
Morgan Stanley August 2013 - Present
Merrill Lynch October 2008 - August 2013
Wachovia Securities November 2002 - October 2008
Merrill Lynch February 1994 - November 2002
Edward Jones October 1991 - February 1994
Skills
Series 7, Series 63, Fixed Annuities, 401k Rollovers, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement, 401k, Wealth Management..., IRAs, Saving for Education, Risk Management, Portfolio Management, Financial Planning, Investment Strategies, Investments
Education
Miami University 1983 — 1987
Bachelor's degree, Marketing
Wooster High School 1980 — 1983
Diploma
The PrivateBank June 2015 - Present
BlackEagle Partners May 2014 - August 2014
Michigan State University September 2012 - May 2014
Merrill Lynch June 2013 - August 2013
Ace Hardware June 2010 - August 2012
Skills
PowerPoint, Data Analysis, Microsoft Excel, Marketing, Microsoft Word, Statistics, Management, Access, Finance, Financial Modeling
Education
Michigan State University 2011 — 2015
Bachelor of Arts (BA), Finance with Sales Specialization
Kovitz Private Holdings, LLC October 2013 - Present
Intuit February 2013 - September 2013
plura Financial Solutions April 2010 - February 2013
Chicagoland Beverage Company August 2010 - January 2013
GE Antares Capital January 2008 - April 2010
Merrill Lynch Capital 2005 - 2008
Merrill Lynch May 2001 - 2005
Morgan Stanley Dean Witter 1997 - 1997
Standard Federal Bank 1996 - 1996
Skills
Leveraged Finance, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Valuation, Cash Flow Forecasting, Financial Reporting, SBA, Cash Flow, Due Diligence, Capital Markets, Distributors, Private Equity, Financial Services, Commercial Lending, M&A due diligence, SBA 504, Distressed M&A, Distressed Debt
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Marketing and Entrepreneurship
Michigan State University 1997 — 2001
BA, Finance
Incline Equity Partners May 2015 - Present
RuffaloCODY February 2015 - Present
iNetworks Advisors, Inc. May 2015 - July 2015
Merrill Lynch June 2014 - August 2014
Bistro 19 Restaurant October 2012 - August 2013
Skills
Microsoft Excel, Microsoft CRM, Social Networking, Microsoft Word
Education
Miami University 2013 — 2017
Bachelor's degree of Science, Finance, Junior
Mount Lebanon High School 2009 — 2013
Wells Fargo Advisors 2007 - Present
A.G. Edwards & Sons, Inc. 1990 - 2007
Prudential Bache Securities 1983 - 1990
Merrill Lynch 1981 - 1983
Skills
Asset Allocation, Mutual Funds, Reirement Planning, 401(K) Rollovers, Investment Strategies, Variable Annuities
Education
Michigan State University 1972 — 1977
Bachelor of Arts, Accounting
ShurTech Brands, LLC May 2012 - Present
Marketing Directions, Inc January 2011 - January 2012
Chelko Consulting Group June 2009 - December 2010
Family-run Home Renovation Business August 1992 - May 2010
Baker & Co., Inc February 1999 - December 2000
Merrill Lynch August 1992 - December 1996
Education
Miami University 1988 — 1992
Bachelor of Science, Marketing
Merrill Lynch October 2011 - Present
Various Professional Golf Tours May 2008 - August 2011
Rooftops Inc May 2007 - August 2011
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Insurance, Analysis, Finance, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Financial Planning, Public Speaking, Customer Service, Leadership, Management, Marketing
Education
Michigan State University 2004 — 2008
Finance, Business
The Eli Broad College of Business 2004 — 2008
Bachelor of Arts, Finance
HowardCenter May 2013 - March 2014
Fletcher Allen Health Care August 2013 - December 2013
Roswell Park Cancer Institute September 2011 - December 2011
Northern Trust November 2009 - June 2011
Northern Trust October 2008 - September 2009
Huron Consulting Group September 2007 - August 2008
Morgan Stanley May 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Financial Modeling, Valuation, Business Analysis, Business Valuation, Fixed Income, Financial Analysis, Entrepreneurship, Bloomberg, Data Analysis, Investments, Financial Reporting, Equities, Risk Management, Due Diligence, Portfolio Management, Corporate Finance
Education
University at Buffalo 2014 — 2018
Doctor of Medicine (M.D.)
University of Vermont 2012 — 2013
post-baccalaureate, pre-medical program
Miami University 2003 — 2007
BS, Finance/Entreprenuership
Socius July 2015 - Present
Advanced EMedia Inc May 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Dr. Julie Duquette Medical Corporation June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Marketing, Leadership, Social Media, Time Management, Social Networking, Team Leadership, Management, SAP, HTML
Education
Miami University 2011 — 2015
Bachelor's degree, Management Information Systems
Loring Ward August 2011 - Present
Merrill Lynch May 2010 - August 2011
Genworth Financial August 2005 - May 2010
GE 2001 - 2005
Skills
IT Strategy, Vendor Management, SDLC, Business Analysis, Enterprise Architecture, Requirements Analysis, SOA, IT Management, Solution Architecture, Process Improvement, Strategy, Disaster Recovery, Cloud Computing, Project Portfolio..., Business Intelligence
Education
Michigan State University 1984 — 1989
Bachelor of Science, Electrical Engineering
Fidelity Investments August 2013 - Present
Merrill Lynch August 2012 - August 2013
Rapid Cincinnati December 2011 - August 2012
The Den (Convenience store) August 2008 - May 2011
King Library, Miami University August 2006 - May 2011
Skills
Loan Origination, Residential Mortgages, Mortgage Underwriting, Mortgage Banking, Sales, Sales Process, Financial Analysis, Microsoft Excel, Social Media, Banking
Education
Miami University 2006 — 2011
B.A, Economics
Owens Corning July 2014 - Present
Fisher College of Business at The Ohio State University August 2012 - May 2014
Financial Guard May 2013 - September 2013
Wells Fargo Advisors 2010 - 2012
UBS Wealth Management 2009 - 2010
Merrill Lynch 2007 - 2009
Kingstree Trading 2006 - 2007
Marcus & Millichap 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategy, Investments, Wealth Management, Bloomberg, Valuation, Asset Management, Portfolio Management, Level 2 Candidate in..., Capital Markets, Business Strategy, Strategic Planning, Analytical Support, Capital Budgeting, Business Development, Communication, Competitive Analysis, Data Management, Setting Strategic..., Financial Monitoring, Financial Results, Financial Tracking, Forecasting, Market Analysis, Opportunity..., Priority Setting, Problem Solving, Relationship Management, Sales Growth, Strategic Analysis, Financial Reporting, DCF Valuation, Finance, Financial Accounting, Trend Forecasting, Trend Analysis, Business Analysis, New Business Development, Microsoft Excel, PowerPoint, Analysis, Budgets, Accounting, Teamwork, Pow, Microsoft Office
Education
The Ohio State University 2012 — 2014
Master of Business Administration (M.B.A.), Major: Finance Minor: Strategy
Miami University 2001 — 2005
Bachelor of Science (BS), Finance
St. Xavier High School 1997 — 2001
CFA Level III Candidate
Scholastic May 2015 - Present
Scholastic May 2014 - May 2015
Scholastic October 2012 - May 2014
Scholastic October 2009 - October 2012
Scholastic September 2005 - October 2009
Scholastic August 2003 - August 2005
Merrill Lynch February 2000 - August 2003
Skills
Publicity, Event Management, Event Planning, Media Relations, Publishing, Books, Ebooks, Blogging, Web Content, Publications, Copywriting, Press Releases, Newspapers
Education
Michigan State University
Bachelor of Arts, Theatre, English
Merrill Lynch September 2014 - Present
Fidelity National Information Services April 2014 - September 2014
Sheakley February 2013 - September 2013
Farmington Police Department July 2012 - August 2012
Kids Across America May 2011 - July 2011
Workforce Employment Solutions May 2007 - July 2010
First State Community Bank August 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Photoshop, Customer Service, Highly detail oriented, Computers, Microsoft Word, Microsoft Excel, Phone Skills, Data Entry, Photography, Facebook, Twitter, Videography, Social Networking, Time Management, Leadership, Event Planning
Education
Miami University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Chapin Hill Advisors, Inc. April 2000 - Present
First Union Securities March 1997 - March 2000
First Albany Capital 1992 - 1997
Merrill Lynch 1985 - 1992
Skills
New Business Development, Financial Advisory, Investments, Venture Capital, Strategy, Asset Allocation, Finance, Asset Management, Small Business, Nonprofits, Strategic Financial..., Real Estate, Business Planning, Analysis, Bloomberg, Research, Management, Asset Managment, Retirement Planning, Financial Planning, Business Development, Succession Planning, Non-profits, Marketing Strategy, Estate Planning, Investment Banking, Marketing, Entrepreneurship, Capital Raising, Public Relations, Strategic Planning, Networking, Alternative Investments
Education
Michigan State University
Pre-veterinary medicine
University of Colorado Boulder
Business and Commercial Real Estate
Portland Community College April 2013 - Present
Clackamas Community College March 2011 - Present
MadePerfect August 2010 - Present
University of Helsinki, Helsinki January 2002 - Present
University of Helsinki January 2002 - July 2010
University of Helsinki January 2002 - July 2010
Merrill Lynch January 2000 - August 2000
Merrill Lynch January 1993 - January 2000
Howard Johnson & Company January 1993 - January 2000
Skills
Teaching, Research, Editing, Higher Education, Instructional Design, Grant Writing, Non-profits, Copy Editing, Proofreading, Curriculum Design, Public Speaking, Copywriting, Program Development, Social Media, E-Learning, Program Evaluation, Nonprofits, Qualitative Research, Publications, Technical Writing, Books, Staff Development, Adult Education, Newsletters, Intercultural..., Creative Writing, Literature
Education
University of Helsinki 2000 — 2010
PHD
University of Helsinki 2000 — 2010
Doctor
San Francisco State University 1996 — 1999
Master of Arts
Michigan State University
Bachelor of Arts
Merrill Lynch September 2007 - Present
Merrill Lynch May 2006 - September 2007
Education
Miami University 2002 — 2006
Fidelity Investments September 2011 - Present
Fidelity Investments July 2010 - September 2011
Fidelity Investments March 2009 - July 2010
Merrill Lynch September 2007 - January 2009
Chicago Merchantile Exchange May 2006 - September 2007
Skills
Investments, Fixed Income, Financial Services, Series 7, Financial Planning, Consultative Sales..., Financial Analysis, ETFs, Equities, Mutual Funds, Series 66, Uniform Combined State..., Securities, Bloomberg, Risk Management, Options, Variable Annuities, Fixed Annuities, Life & Health Insurance..., Portfolio Management, Finance
Education
Miami University 2002 — 2006
Bachelor of Science (BS), Marketing
Wells Fargo Advisors, LLC January 2007 - Present
UBS Financial Services 1999 - 2007
Navy Intelligence June 1981 - December 2006
Merrill Lynch 1995 - 1999
Farragut Development Company 1989 - 1994
Alam, Morris & Company June 1980 - April 1981
Skills
Investments, Retirement Planning, Asset Allocation, Wealth Management, Personal Financial..., Retirement, Securities, Estate Planning, Mutual Funds, Financial Advisory, Alternative Investments, Economics, Investment Strategies, Insurance, Life Insurance, Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
Michigan State University 1976 — 1980
BA, Accounting
RBS November 2009 - February 2011
Guggenheim Partners September 2007 - December 2008
Liberty Hampshire Company September 2007 - December 2008
ABN AMRO March 1999 - September 2007
ABN AMRO March 1999 - September 2007
LaSalle Bank January 1997 - March 1999
GE Capital December 1995 - January 1997
Merrill Lynch January 1991 - December 1995
Skills
Portfolio Management, Financial Structuring, Restructuring, Marketing, Structured Finance, Capital Markets, Credit Analysis, Credit, Investment Banking, Financial Modeling, Loans, Corporate Finance, Banking, Asset Management, Asset Backed Commercial..., Asset Backed Finance, Securitization, Project Management, Commercial Real Estate..., Risk Management, Transaction Structuring..., Pricing Negotiations, Synidcations, Financial Planning and..., Financial Audits, Public Finance
Education
MBA DePaul University
MBA, Finance
Miami University
BS, Finance/Statistics
Raymond James Financial Services, Inc. March 2010 - Present
Morgan Stanley January 2007 - February 2010
Merrill Lynch March 2003 - January 2007
Old Kent Bank / Fifth Third Bank October 1994 - February 2002
Husky Envelope Products February 1992 - June 1994
Manufacturers National Bank of Detroit June 1979 - February 1992
Skills
Equities, Wealth Management, Fixed Income, Equity Research, Alternative Investments, Investment Banking, Capital Markets, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 66, Uniform Combined State..., Retirement, Investment Strategies, Investments, Finance, Retirement Planning, Financial Advisory, Securities, FINRA, Investment Advisory, Series 63, Asset Allocation
Education
University of Detroit Mercy 1977 — 1979
MBA, Finance
Michigan State University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
Riverview Gabriel Richard Catholic High School 1969 — 1973
UBS Financial Services November 1997 - Present
Merrill Lynch January 1996 - November 1997
Merrill Lynch February 1994 - January 1996
Merrill Lynch July 1990 - February 1994
Skills
Wealth Management, Retirement Planning, Investments, Strategic Planning, Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1994
MBA, Finance and Strategic Planning & Policy
Miami University 1986 — 1990
B.S. in Business, Major = General Business; Minor = History
Merrill Lynch August 1984 - Present
Michigan National Bank March 1982 - August 1984
Sign of the Beefcarver 1975 - 1977
Education
Michigan State University 1977 — 1981
Fox Hills
Katterhenry Investment Group July 2010 - Present
Merrill Lynch May 2001 - April 2010
Skills
401(k) Rollovers, Asset Allocation, Tax-Efficient Strategies, Fixed-Income Strategies, Financial Advisory, Financial Analysis, Multigenerational..., Retirement Savings, Risk Management, Deferred Compensation..., Concentrated Stock..., Estate Investment..., Financial Reporting, Financial Services, Insurance, Investment Planning, Investment Strategies, Investments, Relationship Management, Retirement, Retirement-Plan..., Securities, Mutual Funds, Bonds, Annuities, Stock Analysis, Strategic Planning, Wealth-Preservation..., Finance
Education
Miami University 1997 — 2001
Minster
Hagenbuch Consulting June 2005 - Present
GrowTown February 2010 - Present
Town Hall Los Angeles July 1994 - Present
United Cerberal Palsy April 1994 - Present
The American Red Cross 1993 - Present
Streetlights 1996 - Present
Quantum Leap Institute September 1998 - January 2008
Merrill Lynch June 1966 - June 1998
Economic Development Board Tacoma-Pierce County WA 1983 - June 1993
Skills
Program Management, Customer Service, Management, Strategic Planning, Investments, Series 7, Estate Planning, Securities, Alternative Investments, Private Equity, Wealth Management, Asset Managment, Due Diligence, Fundraising, Risk Management, Equities, Strategic Financial...
Education
Michigan State University 1954 — 1980
Divisional Social Science
Michigan State University 1954 — 1980
BS, Economics, Political Science and Urban Studies
Stanford University Exec. Mgt School of Business 1989 — 1989
Executive Marketing Program
SII Wharton, Univ Pen. 1996 — 1998
Securities Industry Institute
The Depository Trust & Clearing Corporation August 2014 - Present
DTCC September 2008 - Present
Merrill Lynch November 1999 - August 2008
Bank of America August 1998 - November 1999
Union Bank of Switzerland May 1997 - August 1998
Price Waterhouse 1988 - 1997
Skills
Enterprise Risk..., Corporate Governance, Internal Audit, Compliance, Audit, Ethics, Change Management, Financial Audits, Auditing, Financial Risk, Risk Management, Internal Controls, Investment Banking, Governance, Leadership, Business Process...
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Strategic Management
Miami University 1984 — 1988
Bachelor of Science in Business, Accounting and Finance
W T Woodson High School 1980 — 1984
Cisco 1997 - Present
Merrill Lynch 2006 - 2009
Cisco & System Industries 1993 - 2000
Parametric Technology Corporation 1992 - 1997
Skills
SaaS, Unified Communications, Managed Services, Solution Selling, Cloud Computing, Data Center, Channel, Channel Partners, Enterprise Software, Salesforce.com, VoIP, Cisco Technologies, Networking, Mobile Devices, Telepresence, Sales Management, Complex Sales, WAN, Business Alliances, Business Development, Cross-functional Team..., Globalization, Go-to-market Strategy, Partner Management, Professional Services, Sales, Strategic Partnerships
Education
Miami University
Bachelor of Science, Finance, Zoology
Credit Suisse March 2013 - Present
Credit Suisse April 2011 - March 2013
Merrill Lynch June 2007 - April 2010
Credit Suisse 2004 - 2007
Bank of America 2003 - 2005
PGI 2000 - 2001
Education
Miami University 1996 — 2000
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch September 2012 - September 2014
Bank of America April 2011 - September 2012
Bank of America Merrill Lynch January 2010 - March 2011
Bank of America Merrill Lynch November 2004 - December 2009
Merrill Lynch September 2003 - June 2004
Skills
VBA, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Access, SQL, Oracle, Account Reconciliation, FAS 133, MarkitSERV, SPSS
Education
2016 Level III Candidate in the CFA Program
University of North Carolina at Charlotte 2007 — 2010
MBA, Finance / Applied Investment Management
Ohio University 2001 — 2003
MA, Political Science
Miami University 1998 — 1999
BA, Political Science
Wells Fargo Advisors, LLC May 2000 - Present
Merrill Lynch May 1992 - May 2000
Education
Miami University
Bachelor of Science (B.S.), Business
T. Rowe Price January 2014 - Present
T. Rowe Price July 2010 - January 2014
Bank of America 2008 - July 2010
Merrill Lynch May 2006 - December 2008
Education
Michigan State University 1993 — 1996
Bachelor of Arts (B.A.), International Relations
Retirement Solutions Specialists February 2011 - Present
Raymond James Financial Services September 2010 - December 2010
Merrill Lynch August 2004 - September 2009
Merrill Lynch April 2001 - August 2004
Merrill Lynch September 1998 - December 2001
First Chicago November 1997 - September 1998
The ABOW Companies September 1993 - September 1995
Comerica Bank June 1990 - September 1993
Education
Walsh College 1991 — 1994
Masters, Taxation
Michigan State University 1986 — 1990
Bachelors, Accounting
Merrill Lynch January 2007 - Present
Rock Capital Partners June 2002 - October 2005
Skills
Prime Brokerage, Hedge Funds, Investments, Settlement, Equities, Account Reconciliation, Fixed Income, Series 7, Derivatives, Securities, Alternative Investments, Series 63, Options, Equity Derivatives, Electronic Trading, Swaps, Financial Services, Bonds, Corporate Actions, ETFs, Relationship Management
Education
Miami University 1992 — 1996
Bank of America June 2009 - Present
Merrill Lynch September 2000 - June 2009
Vorys, Sater, Seymour and Pease LLP April 1999 - May 2000
Safelite March 1998 - April 1999
Columbus City Center September 1995 - April 1998
WSYX-TV September 1994 - September 1995
Education
Miami University 1990 — 1994
BA, English, Journalism & Political Science
Merrill Lynch 1981 - 2007
Piper, Jaffray & Hopwood 1979 - 1981
Merrill Lynch 1976 - 1979
Skills
Series 7, Retirement, Mortgage Lending, Fixed Annuities, Investments, Emergency Management, Strategic Financial..., Estate Planning, Asset Managment, Wealth, Uniform Combined State..., Loans, Stocks, Finance, Hedge Funds, Investment Strategies, Financial Markets, Funding, Options, Long-term Care, Financial Advisory, Personal Financial..., Equities, Small Business Lending, FINRA, Philanthropy, Investment Management, Alternative Investments, Series 63, 401k, Asset, Risk Management, Financial Services, Wealth Management..., Investment Properties, Banking, High Net Worth..., Series 6, Financial Planners, Life Insurance, Private Banking, IRAs, Securities, Pensions, Personal Finance, Real Estate, Asset Allocation, Commercial Lending, Strategic Planning, Long Term Care Insurance
Education
Michigan State University 1962 — 1967
Bachelor's Degree, Wildlife Management
Michigan Sate University 1962 — 1967
Bachelor of Science (B.Sc.), Wildlife, Fish and Wildlands Science and Management
The University of Montana 1970 — 1971
Post graduate, Business & finance
Neuberger Berman October 2014 - Present
Invesco August 2013 - September 2014
Merrill Lynch 2013 - 2013
Skills
PowerPoint, Research, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Sales
Education
Miami University 2006 — 2010
Wells Fargo Bank July 2006 - Present
Lenox Wealth Management August 2004 - June 2006
UBS Financial Services July 1997 - August 2004
Merrill Lynch February 1991 - July 1997
Skills
Wealth Management, Asset Allocation, Portfolio Management, Series 63, Investments, Series 7, Alternative Investments, Investment Advisory, Investment Management, Wealth Management..., Mutual Funds, Fixed Income, Asset Management, Investment Strategies
Education
Investment Management Consultants Association 2004 — 2004
CIMA, Certified Investment Management Analyst
College for Financial Planning 2000 — 2000
CFP, Certified Financial Planner
Institute for Investment Management Consultants 1997 — 1997
CIMC, Certified Investment Management Consultant
Miami University 1985 — 1989
BA, Economics
Brunswick High School 1981 — 1985
College Prep
Merrill Lynch February 2006 - Present
Smith Barney August 1998 - February 2006
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Managment, Banking, Budgets, Business Analysis, CRPC, Capital Markets, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Service, Equities, Equity Trading, Estate Planning, Mutual Funds, Wealth Management, FINRA, Asset Management
Education
Miami University 1994 — 1998
Finance, General
Elder High School 1990 — 1994
Merrill Lynch March 1996 - June 2008
Lehman Brothers 1991 - 1994
Goldman Sachs 1986 - 1991
Skills
Portfolio Management, Fixed Income, Investments, Asset Allocation, Capital Markets, Private Equity, Asset Management, Series 7, Securities, Alternative Investments, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1981 — 1983
MBA, Business
Michigan State University 1975 — 1979
BS, Packaging
Merrill Lynch 2008 - Present
A. G. Edwards July 1993 - September 2008
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Uniform Combined State..., Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Retirement, Securities, Alternative Investments
Education
Miami University 1968 — 1972
BS, Business, Education
a private hedge fund April 2010 - Present
Citigroup April 2006 - February 2010
Citi April 2006 - April 2009
HSBC 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
Lehman Brothers 1995 - 2000
Michigan State University 1994 - 1995
Skills
Credit Derivatives, Derivatives, Trading Systems, Hedge Funds, Equities, Trading, Analytics, Fixed Income, Credit Risk, Quantitative Investing, Investment Banking, Quantitative Finance, Trading Strategies, Electronic Trading, Quantitative Analytics, Capital Markets, Financial Markets, Risk Management, Credit, Market Risk, Equity Derivatives, Financial Modeling, Options
Education
Stanford University 1993 — 1994
Postdoctoral, Chemical Physics
Michigan State University 1992 — 1993
Postdoctoral, Chemical Physics
West Virginia University 1987 — 1992
PhD, Chemical Physics
Chinese Academy of Sciences 1983 — 1986
MS, Chemical Physics
Nankai University 1979 — 1983
BS, Chemistry
Cytec June 2013 - Present
Merrill Lynch January 2013 - June 2013
The Dow Chemical Company January 2012 - January 2013
Dow Chemical June 2010 - January 2012
Dow Chemical November 2010 - October 2011
Rohm and Haas May 2009 - June 2011
AgroFresh November 2005 - April 2009
Rohm and Haas April 2004 - November 2005
Rohm and Haas September 2002 - May 2004
Rohm and Haas November 2000 - September 2002
Skills
R&D, Coatings, Polymer Chemistry, Polymers, Commercialization, Agribusiness, Agriculture, Chemistry, Leather chemicals, Agricultural chemicals, Insecticides, Herbicides, Fungicides, Bio-polymers, LLDPE, PBS, 1-MCP, Fresh Produce, Marketing Strategy, Global Business..., Regulatory Affairs, Financial Modeling, Financial Analysis, Plastics, Food Packaging, Interviewing Skills, Customer Segmentation..., Customer Analysis, Business Strategy, Business Analysis, New Business Development, Innovation, Innovation Management, Product Innovation, Market Analysis, Market Research, Product Marketing, Strategy, Cross-functional Team..., Adhesives, Segmentation, Resin, Six Sigma, Process Engineering, Marketing, International Business, Raw Materials, Global Marketing
Education
Temple University - Fox School of Business and Management 2007 — 2009
Master's degree, Corporate Finance
Wharton School, University of Pennsylvania 1992 — 1994
Wharton Management Program, Certificate Program
Michigan State University 1976 — 1980
Doctor of Philosophy (PhD), Agronomy and Crop Science, 3.85
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Secondary Education in Biology
Financial Engines April 2010 - Present
Chase Investment Services November 2009 - April 2010
USAA January 2005 - June 2009
Merrill Lynch June 2000 - November 2004
Simmons & Bishop October 1994 - June 2000
Olde Discount February 1992 - September 1994
Skills
Financial Planning, Portfolio Management, Derivatives, Team Leadership, Time Management, Retirement Planning, Risk Management, Securities, Wealth Management, Annuities, Retirement Income..., Equities, Fixed Income, Mutual Funds, Estate Planning, Asset Allocation, Investment Strategies, Insurance, Options, Series 65, IRAs, Investment Management, Financial Services, Strategic Financial..., Fixed Annuities, Wealth, Financial Advisory, Call Centers, 401k, Sales Management, Bonds, Business Development
Education
Michigan State University
BS, Financial Administration
Wilcox Financial December 2004 - Present
Fifth Third Securities December 2002 - December 2004
Merrill Lynch June 1999 - December 2002
Skills
Series 7, Retirement Planning, Series 63, Mutual Funds, Investments, Asset Allocation, Retirement, Securities, Wealth Management, Insurance, 401k
Education
Miami University 1993 — 1997
BS Finance, Finance
Gvest Partners LLC August 2011 - Present
Do Something January 2008 - September 2009
Merrill Lynch February 2004 - February 2008
Skills
Real Estate, Investments
Education
Michigan State University
BS, Finance
Sound Harbor Partners July 2009 - Present
The Carlyle Group 1999 - 2009
Merrill Lynch 1997 - 1999
Bank of America 1993 - 1997
CIBC 1984 - 1993
Education
Miami University 1979 — 1983
BS
Merrill Lynch 2012 - Present
FMB Wealth Management October 2008 - December 2012
NatWest Bank September 1992 - July 1995
NatWest Bank September 1989 - September 1992
Skills
CRM, Networking, Bonds, Public Finance, Municipalities, Finance, Investment Strategies, Banking, Strategic Financial..., Asset Management, Series 7, Financial Analysis, Securities, Financial Advisory, Financial Modeling, Financial Planning, Credit, Customer Service, Public Speaking
Education
Miami University 1983 — 1987
BS International Studies, Business, French
Wells Fargo Private Bank July 2013 - Present
Merrill Lynch 2011 - July 2013
US Trust 2007 - 2011
Bank of America August 2004 - June 2006
Skills
Wealth Management..., Wealth Management, Trust Services, Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments, Retirement Planning, Trust Management, Wealth, Investment Management, Portfolio Management, Private Banking, Investments, Series 7
Education
Michigan State University 1979 — 1983
Bachelor of Arts (BA), Economics
University of Pennsylvania - The Wharton School
Merrill Lynch September 1986 - Present
Education
Miami University 1969 — 1973
ClearPath Financial Group February 2014 - Present
Merrill Lynch January 1998 - February 2014
Skills
Investments, Portfolio Management, Financial Services, Fixed Income, Financial Analysis, Risk Management
Education
Michigan State University 1988 — 1992
marketing
Edison High PTSA July 2012 - Present
Huntington Union Council PTA July 2011 - June 2012
Edsion High PTSA July 2010 - June 2012
Isaac L. Sowers Middle PTSA July 2010 - June 2012
4th District PTA July 2009 - June 2011
Merrill Lynch July 1995 - February 1997
Skills
Public Speaking, Non-profits, Team Building, Strategic Planning, Leadership Development, Customer Service, Budgets, Coaching, PowerPoint, Training, Microsoft Excel, Microsoft Publisher, Microsoft Office, Microsoft Word, Program Management, Negotiation, Social Media, Teaching, Nonprofits, Leadership
Education
Miami University 1980 — 1984
BS, Business Administration
Old National Bank December 2010 - Present
Merrill Lynch June 2001 - December 2009
Chemical Bank May 1999 - May 2001
Education
Michigan State University 1993 — 1998
Bachelor of Arts, Business Administration
Merrill Lynch 1993 - Present
Education
University of Dayton 1994 — 1998
Master of Business Administration (MBA)
Miami University BA 1992
Bachelor of Arts (B.A.), Political Science and Government; Public Administration
Merrill Lynch July 2009 - Present
Morgan Stanley Smith Barney May 2008 - July 2009
Education
Northwestern University 2008 — 2009
Commodity Futures - Technical Analysis
Michigan State University 2004 — 2009
BA, Economics
Merrill Lynch January 2002 - Present
Education
Michigan State University 1991 — 1995
Finance
Lexington Investment Company, Inc April 2004 - Present
Morgan Keegan August 2000 - April 2004
Merrill Lynch June 1998 - August 2000
Skills
Investments, Portfolio Management, Retirement Planning, Asset Managment
Education
University of Kentucky 1990 — 1991
Master of Science (MS), International Relations and Affairs
Miami University 1987 — 1990
BS, Public Administration
The Quell Group October 2014 - Present
Weber Shandwick February 2014 - May 2014
Franco Public Relations Group May 2013 - August 2013
Michigan State University August 2011 - May 2013
Twisters Inc May 2011 - May 2013
Merrill Lynch May 2012 - August 2012
Heins Do-It-Best Hardware May 2010 - May 2011
Ace Hardware September 2008 - July 2009
Skills
Writing Skills, Document Design, Interpersonal..., Social Media, Event Planning, Social Networking, Public Speaking, Press Releases, Research, Public Relations, Editing, PowerPoint, Microsoft Office, Fundraising, Blogging, Strategic Media..., Event Management, Time Management, Community Outreach, Storytelling, Strategic Communications, Journalism, Writing, Technical Writing, Marketing Communications, News Writing
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Communication, Public Relations Specialization
Adlai E. Stevenson High School 2007 — 2009
U.S. Trust March 2013 - Present
Merrill Lynch March 2004 - March 2013
Bank of America January 1999 - March 2004
Barnett Bank December 1986 - January 1999
KeyBank January 1976 - October 1986
Skills
Investments, Private Banking, Commercial Banking, Strategic Financial..., Commercial Lending, Credit Analysis, Mergers & Acquisitions, Loans, Credit, Investment Banking, Retirement Planning, Wealth Management, Asset Management, Series 63, Portfolio Management, Capital Markets, Treasury Management, Fixed Income, Series 7, Banking, Small Business Lending, Real Estate, Investment Advisory, Equities, Securities, Financial Structuring, Wealth Management..., Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Investment Management, Derivatives, Valuation, High Net Worth..., Private Equity, Hedge Funds, Mortgage Lending, Investment Strategies, Financial Advisory, FINRA, Series 24, Structured Finance, Uniform Combined State..., Asset Based Lending, ETFs, Financial Risk, Commercial Mortgages, Loan Origination, Relationship Management
Education
Miami University 1975 — 1976
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 1970 — 1974
Bachelor of Business Administration (BBA), Finance, General
UBS Financial Services Inc. June 2010 - Present
Merrill Lynch November 2007 - June 2010
J.P. Morgan October 2003 - November 2007
Skills
Wealth Management, Series 7, Investments, Asset Allocation, Series 63, Insurance, Estate Planning, Fixed Income, Alternative Investments
Education
Michigan State University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Davison High School 1990 — 1994
High School/Secondary Diploma Programs
Wealth Planning Corporation August 2014 - Present
Merrill Lynch March 2012 - June 2014
Merrill Lynch March 2007 - April 2009
Merrill Lynch January 1997 - November 1998
Cowen & Co September 1995 - January 1997
Dean Witter Reynolds, Inc January 1993 - September 1995
Skills
Series 7, PowerPoint, Microsoft Excel, Microsoft Word, Salesforce.com, Data Management, Customer Service
Education
Miami University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Community InvolvementMiami University
Bachelor of Arts, Political Science - Diplomacy and Foreign Affairs
Mesirowfinancial March 2009 - Present
Barclays Investment Bank July 2005 - February 2008
Merrill Lynch June 1982 - May 2005
Skills
Portfolio Management, Banking, Risk Management, Financial Analysis, Financial Services, Asset Management, Loans, Mergers & Acquisitions, Mutual Funds, Financial Modeling, Equities, Securities, Investment Banking, Credit Analysis, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Management
Miami University 1975 — 1978
Bachelor's Degree, Finance, General
UBS Private Wealth Management November 2011 - Present
Morgan Stanley Private Wealth Management October 2008 - November 2011
Merrill Lynch July 2007 - July 2008
UBS March 2006 - July 2007
Education
Miami University 2001 — 2005
Bachelor of Science (B.S.), Finance
Kentwood Mortgage February 2011 - Present
Fidelity Mortgage January 2010 - January 2011
National City Bank September 2008 - January 2010
Merrill Lynch January 2007 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Miami University 1996 — 2000
Bachelor's degree, Finance, General
Deloitte October 2015 - Present
National Electrical Benefit Fund June 2014 - August 2014
Babson Capital Management June 2013 - July 2013
Merrill Lynch June 2012 - July 2012
Skills
Finance, Accounting, Asset Management, Corporate Finance, Banking, Financial Analysis, Budgeting, Forecasting, Investments, Case Analysis, Portfolio Management, International Finance, Financial Modeling
Education
Miami University 2011 — 2015
Bachelor of Science (B.S.), Finance
Merrill Lynch 2012 - 2013
Education
Miami University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch August 2015 - Present
Penny Black Grill & Tap November 2012 - Present
Cater Nation June 2012 - Present
Merrill Lynch May 2015 - August 2015
Skills
Customer Service, Microsoft Word
Education
Michigan State University 2014 — 2018
Finance, General