Merrill Lynch

Industry: Banking company

Description

Merrill 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.

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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
Patsy Garrett Patsy Garrett Atlanta, Georgia Details
Patsy Garrett's Merrill Lynch Experience June 2015 - Present
Job Practice Management Development Financial Advisor Trainee at Merrill Lynch
Industry Financial Services
Experience
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

Josh Taykowski Josh Taykowski New York, New York Details
Josh Taykowski's Merrill Lynch Experience May 2010 - August 2010
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Jim Murphy Jr. Jim Murphy Jr. Cincinnati, Ohio Details
Jim Murphy Jr.'s Merrill Lynch Experience July 1997 - Present
Job CFP®, Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Jordan Silver Jordan Silver Greater Detroit Area Details
Jordan Silver's Merrill Lynch Experience May 2012 - August 2012
Job Finance Analyst at Robert Bosch LLC
Industry Automotive
Experience
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

Janet Deirmengian Janet Deirmengian Rochester, Michigan Details
Janet Deirmengian's Merrill Lynch Experience May 1982 - July 1989
Job Personal Banker at Chase
Industry Financial Services
Experience
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

Pete Clifford Pete Clifford Phoenix, Arizona Area Details
Pete Clifford's Merrill Lynch Experience August 2012 - Present
Job Global Wealth Management
Industry Financial Services
Experience
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

Phillip Parrott Phillip Parrott Dublin, Ohio Details
Phillip Parrott's Merrill Lynch Experience May 2013 - August 2013
Job Student at Miami University
Industry Accounting
Experience
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

Thomas Dattilo Thomas Dattilo Cleveland/Akron, Ohio Area Details
Thomas Dattilo's Merrill Lynch Experience December 1996 - January 2009
Job Senior Vice PresidentWealth Management, Financial Advisor, CFP(R) at UBS Financial Services, Inc.
Industry Financial Services
Experience
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

Janet Ying Liu Janet Ying Liu Philadelphia, Pennsylvania Details
Janet Ying Liu's Merrill Lynch Experience June 2009 - August 2009
Job MBA Candidate, The Wharton School
Industry Investment Banking
Experience
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

Timothy Womack Timothy Womack Greater Chicago Area Details
Timothy Womack's Merrill Lynch Experience September 2013 - Present
Job Consultant at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Susan Carlyon Susan Carlyon Traverse City, Michigan Details
Susan Carlyon's Merrill Lynch Experience January 1997 - August 1998
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
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

Nicholas Gordon Nicholas Gordon Chicago, Illinois Details
Nicholas Gordon's Merrill Lynch Experience May 2012 - August 2012
Job Aquisitions Associate at Heitman
Industry Financial Services
Experience
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

Amy Spurr Amy Spurr Greater New York City Area Details
Amy Spurr's Merrill Lynch Experience 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Brian Murchie Brian Murchie Beverly Hills, California Details
Brian Murchie's Merrill Lynch Experience June 2007 - September 2007
Job Business Development at Platinum Equity
Industry Venture Capital & Private Equity
Experience
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

Jason Keele, CFP® Jason Keele, CFP® Greater Detroit Area Details
Jason Keele, CFP®'s Merrill Lynch Experience June 1999 - November 2003
Job Banking Solutions Consultant at UBS Financial Services
Industry Financial Services
Experience
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

Brandon Pilzner Brandon Pilzner Kalamazoo, Michigan Area Details
Brandon Pilzner's Merrill Lynch Experience May 2008 - August 2008
Job Senior Financial Analyst, New Business Creation at Whirlpool Corporation
Industry Financial Services
Experience
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

Renee Fleming Renee Fleming Atlanta, Georgia Details
Renee Fleming's Merrill Lynch Experience January 2011 - January 2012
Job National Sales Planner, Home Team Sports
Industry Marketing and Advertising
Experience
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

Heather Prins Heather Prins Grand Rapids, Michigan Details
Heather Prins's Merrill Lynch Experience December 2013 - Present
Job Client Associate
Industry Investment Banking
Experience
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

John Whedon John Whedon Cincinnati Area Details
John Whedon's Merrill Lynch Experience 2001 - 2009
Job FTB Financial Services
Industry Financial Services
Experience
UBS Financial Services  2009 - Present
Merrill Lynch   2001 - 2009

Education
Miami University
BS, Business

Douglas Beerbower, CFP, CPM Douglas Beerbower, CFP, CPM Hartford, Connecticut Area Details
Douglas Beerbower, CFP, CPM's Merrill Lynch Experience July 1994 - Present
Job Senior Vice President
Industry Financial Services
Experience
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

Craig Huntsman Craig Huntsman Novi, Michigan Details
Craig Huntsman's Merrill Lynch Experience June 2003 - December 2008
Job Fleet Manager at TMC Transportation
Industry Transportation/Trucking/Railroad
Experience
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

Daniel Guest Daniel Guest Greater Detroit Area Details
Daniel Guest's Merrill Lynch Experience 2004 - 2006
Job Plant Controller at Faurecia
Industry Automotive
Experience
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

Daniel DeMichael Daniel DeMichael Greater Chicago Area Details
Daniel DeMichael's Merrill Lynch Experience September 2012 - Present
Job Senior Vice President, Ultra High Net Worth Banker, Private Banking and Investment Group, Merrill Lynch
Industry Banking
Experience
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

Ammar Qureshi Ammar Qureshi Bloomfield Hills, Michigan Details
Ammar Qureshi's Merrill Lynch Experience May 2015 - Present
Job Seasonal Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Scott Grissom Scott Grissom Greater New York City Area Details
Scott Grissom's Merrill Lynch Experience July 2008 - August 2008
Job Compliance Analyst at McGraw Hill Financial
Industry Financial Services
Experience
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

Connor Cloetingh Connor Cloetingh East Lansing, Michigan Details
Connor Cloetingh's Merrill Lynch Experience May 2013 - August 2013
Job Finance Intern at Marathon Petroleum Corporation
Industry Investment Management
Experience
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

Arleen Tlumak Arleen Tlumak Greater New York City Area Details
Arleen Tlumak's Merrill Lynch Experience September 2003 - September 2008
Job Vice President, Sr. Paralegal at Bank of America
Industry Legal Services
Experience
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

Heidi Gough Heidi Gough Dallas, Texas Details
Heidi Gough's Merrill Lynch Experience April 1991 - December 2008
Job Senior Vice President Investments, Raymond James
Industry Investment Management
Experience
Raymond James  December 2008 - Present
Heart House Dallas  2011 - 2013
Merrill Lynch   April 1991 - December 2008

Education
Michigan State University   1979 — 1983

Kristen Ragusin Kristen Ragusin Greater Boston Area Details
Kristen Ragusin's Merrill Lynch Experience October 1992 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Mary Kay Koehler Mary Kay Koehler Mason, Ohio Details
Mary Kay Koehler's Merrill Lynch Experience September 2007 - December 2007
Job Community Relationship Manager at ProKids
Industry Music
Experience
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

Kelly Dec Kelly Dec Pennington, New Jersey Details
Kelly Dec's Merrill Lynch Experience August 2002 - October 2004
Job Transcript Reviewer, Princeton University
Industry Writing and Editing
Experience
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

Noah Swain Noah Swain United States Details
Noah Swain's Merrill Lynch Experience May 2010 - August 2010
Job Banking Advisor at PNC Wealth Management
Industry Financial Services
Experience
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

Jared Holden Jared Holden Houston, Texas Details
Jared Holden's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Tim Burress, AAMS® Tim Burress, AAMS® Gilbert, Arizona Details
Tim Burress, AAMS®'s Merrill Lynch Experience September 1999 - March 2001
Job Owner, Financial Advisor at Solid Rock Financial Planning, PLC
Industry Financial Services
Experience
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

Nicholas Sherman Nicholas Sherman Grand Rapids, Michigan Details
Nicholas Sherman's Merrill Lynch Experience July 1978 - January 1981
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Rachel Eck Rachel Eck Los Angeles, California Details
Rachel Eck's Merrill Lynch Experience May 2009 - August 2009
Job Digital Media Development and Production at AwesomenessTV/DreamworksTV
Industry Entertainment
Experience
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

1 LT Bryan McCoy 1 LT Bryan McCoy El Paso, Texas Details
1 LT Bryan McCoy's Merrill Lynch Experience May 2010 - August 2010
Job 1st PLT B Co 25 IN BAT 31 AD
Industry Military
Experience
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

Penny Van Horn Dennis Penny Van Horn Dennis Boise, Idaho Details
Penny Van Horn Dennis's Merrill Lynch Experience March 2011 - August 2013
Job Preconstruction Manager at ESI Construction
Industry Construction
Experience
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

Robert Gebhart Robert Gebhart Greater New York City Area Details
Robert Gebhart's Merrill Lynch Experience August 1999 - August 2002
Job SVP, Investments at HS Management Partners LLC
Industry Investment Management
Experience
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

Tim Bresnahan Tim Bresnahan Canfield, Ohio Details
Tim Bresnahan's Merrill Lynch Experience August 2015 - Present
Job Merrill Lynch FA with Family Business Experience
Industry Financial Services
Experience
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

Bill Strautz Bill Strautz Chicago, Illinois Details
Bill Strautz's Merrill Lynch Experience 1985 - 1990
Job President and Owner of Money Mailer of Chicago Northside
Industry Marketing and Advertising
Experience
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

Allan Palma Allan Palma Greater Detroit Area Details
Allan Palma's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Jeffrey Swartz, CIMA Jeffrey Swartz, CIMA Columbus, Ohio Area Details
Jeffrey Swartz, CIMA's Merrill Lynch Experience October 2011 - Present
Job Senior Investment Management Consultant
Industry Investment Management
Experience
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

Dave Kubicek Dave Kubicek Greater Detroit Area Details
Dave Kubicek's Merrill Lynch Experience July 1976 - October 1983
Job Director of Finance & Administration at Habitat for Humanity of Oakland County
Industry Financial Services
Experience
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

Gigi Hommel Gigi Hommel Greater Detroit Area Details
Gigi Hommel's Merrill Lynch Experience November 2006 - August 2008
Job
Industry Financial Services
Experience
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

Bruce M. Tuckey, CPA Bruce M. Tuckey, CPA Greater Detroit Area Details
Bruce M. Tuckey, CPA's Merrill Lynch Experience September 1991 - December 1993
Job Assistant Vice President, Business Development at LPL Financial
Industry Financial Services
Experience
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

Nam S. Cho Nam S. Cho New York, New York Details
Nam S. Cho's Merrill Lynch Experience April 2012 - November 2013
Job Consultant
Industry Information Technology and Services
Experience
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

Rhonda Craft Bird Rhonda Craft Bird Virginia Water, Surrey, United Kingdom Details
Rhonda Craft Bird's Merrill Lynch Experience September 1986 - March 1988
Job Owner, The Aspen Group
Industry Education Management
Experience
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

Brody D. Eagelston Brody D. Eagelston Greater Chicago Area Details
Brody D. Eagelston's Merrill Lynch Experience June 2008 - August 2008
Job Vice President, Enterprise Improvement at AlixPartners
Industry Investment Banking
Experience
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

Ray Fortin Ray Fortin Greater Detroit Area Details
Ray Fortin's Merrill Lynch Experience April 2011 - September 2014
Job Business Development Director at Morgan Stanley Graystone Consulting
Industry Financial Services
Experience
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

Tom Wozniak Tom Wozniak Missoula, Montana Details
Tom Wozniak's Merrill Lynch Experience June 1995 - January 2013
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jeffrey Smith, CFP® ChFC® CRPC® Jeffrey Smith, CFP® ChFC® CRPC® Greater Detroit Area Details
Jeffrey Smith, CFP® ChFC® CRPC®'s Merrill Lynch Experience June 2007 - August 2011
Job Vice President Wealth Management, Complex Sales Manager
Industry Financial Services
Experience
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

Karen Dean Karen Dean Greater Atlanta Area Details
Karen Dean's Merrill Lynch Experience 1994 - 2001
Job CEO of FASTpartners, a Business Acumen & ExecutiveLevel Sales Training Firm
Industry Professional Training & Coaching
Experience
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)

Jeff Vayda Jeff Vayda Pittsburgh, Pennsylvania Details
Jeff Vayda's Merrill Lynch Experience May 2009 - August 2009
Job Marketing and Communications Specialist
Industry Financial Services
Experience
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

Jeffrey Zimmer Jeffrey Zimmer Greater Chicago Area Details
Jeffrey Zimmer's Merrill Lynch Experience June 1992 - May 2005
Job at AUSDAL FINANCIAL PARTNERS
Industry Financial Services
Experience
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

James 'Jed' Dean James 'Jed' Dean Santa Fe, New Mexico Area Details
James 'Jed' Dean's Merrill Lynch Experience 1982 - 2001
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc  2001 - Present
Merrill Lynch   1982 - 2001

Education
Miami University   1971 — 1978
BA, History

Homewood Flossmoor High School   1967 — 1971

Jeffrey LaBruzzy Jeffrey LaBruzzy Greater Detroit Area Details
Jeffrey LaBruzzy's Merrill Lynch Experience 1994 - 2008
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
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

Leonard (LEO) Gilroy-Solano Leonard (LEO) Gilroy-Solano Greater Detroit Area Details
Leonard (LEO) Gilroy-Solano's Merrill Lynch Experience 2006 - 2008
Job Associate Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Peter Hemwall Peter Hemwall Evanston, Illinois Details
Peter Hemwall's Merrill Lynch Experience August 2011 - September 2014
Job Portfolio Manager at Romano Wealth Management
Industry Financial Services
Experience
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

Joshua Spungen Joshua Spungen Lake Forest, Illinois Details
Joshua Spungen's Merrill Lynch Experience July 2015 - Present
Job Team Financial Advisor (TFA) at Merrill Lynch
Industry Financial Services
Experience
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

Michael Roush, MBA Michael Roush, MBA Raleigh, North Carolina Details
Michael Roush, MBA's Merrill Lynch Experience August 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Tyler Howe Tyler Howe Franklin, Michigan Details
Tyler Howe's Merrill Lynch Experience June 2013 - August 2013
Job IT Recruiter at TEKsystems
Industry Financial Services
Experience
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

Julie Borden Julie Borden Greater New York City Area Details
Julie Borden's Merrill Lynch Experience May 1995 - May 2000
Job Senior IT Consultant | Banking | Java Developer | IT Solution Provider
Industry Financial Services
Experience
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

Molly Youngblood Molly Youngblood Greater Los Angeles Area Details
Molly Youngblood's Merrill Lynch Experience June 2011 - August 2011
Job Marketing and Investor Relations Coordinator at K1 Investment Management
Industry Marketing and Advertising
Experience
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

Carl Reisen, MBA Carl Reisen, MBA Cincinnati Area Details
Carl Reisen, MBA's Merrill Lynch Experience October 1984 - March 1990
Job Growth Leader ✔ Performance Coach ✔ Strategy Consultant to Financial Services ✔ Oechsli Institute ✔.
Industry Financial Services
Experience
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

Rhett Merchant Rhett Merchant Williamsport, Pennsylvania Area Details
Rhett Merchant's Merrill Lynch Experience October 2008 - August 2013
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
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

Alexander Bolton Alexander Bolton Franklin, Michigan Details
Alexander Bolton's Merrill Lynch Experience June 2013 - August 2013
Job Credit Analyst at The PrivateBank
Industry Financial Services
Experience
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

Brandon Hinkle Brandon Hinkle Greater Chicago Area Details
Brandon Hinkle's Merrill Lynch Experience May 2001 - 2005
Job Vice President at Kovitz Private Holdings, LLC
Industry Financial Services
Experience
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

Patrick Burnette Patrick Burnette Pittsburgh, Pennsylvania Details
Patrick Burnette's Merrill Lynch Experience June 2014 - August 2014
Job Business Development Intern at Incline Equity Partners
Industry Financial Services
Experience
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

Doug Reilly Doug Reilly Edmonds, Washington Details
Doug Reilly's Merrill Lynch Experience 1981 - 1983
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Torrey Lake Torrey Lake Cleveland/Akron, Ohio Area Details
Torrey Lake's Merrill Lynch Experience August 1992 - December 1996
Job Executive Assistant at ShurTech Brands, LLC
Industry Consumer Goods
Experience
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

Brandon Cigna Brandon Cigna Washington D.C. Metro Area Details
Brandon Cigna's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor at Merrill Lynch Global Wealth & Investment Management
Industry Financial Services
Experience
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

Michael Mezzadri Michael Mezzadri Buffalo, New York Details
Michael Mezzadri's Merrill Lynch Experience June 2005 - August 2005
Job M.D. Candidate at The University at Buffalo School of Medicine and Biomedical Sciences
Industry Hospital & Health Care
Experience
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

Neal Donahue Neal Donahue Cleveland, Ohio Details
Neal Donahue's Merrill Lynch Experience June 2013 - August 2013
Job BI and Integrations Associate Consultant
Industry Information Services
Experience
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

Amjad Hannoneh Amjad Hannoneh San Francisco Bay Area Details
Amjad Hannoneh's Merrill Lynch Experience May 2010 - August 2011
Job VP Applications Engineering at Loring Ward
Industry Financial Services
Experience
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

Matthew Burfield Matthew Burfield Cincinnati Area Details
Matthew Burfield's Merrill Lynch Experience August 2012 - August 2013
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
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

Steve Gangloff Steve Gangloff Columbus, Ohio Area Details
Steve Gangloff's Merrill Lynch Experience 2007 - 2009
Job Senior Financial Analyst at Owens Corning
Industry Financial Services
Experience
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

Sheila Marie Everett Sheila Marie Everett Greater New York City Area Details
Sheila Marie Everett's Merrill Lynch Experience February 2000 - August 2003
Job Director of Publicity at Scholastic
Industry Publishing
Experience
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

Lauren Brockmiller Lauren Brockmiller Jacksonville, Florida Details
Lauren Brockmiller's Merrill Lynch Experience September 2014 - Present
Job Dividend Reconciliation at Merrill Lynch / Bank of America
Industry Human Resources
Experience
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

Kathy Boyle Kathy Boyle Greater New York City Area Details
Kathy Boyle's Merrill Lynch Experience 1985 - 1992
Job Business Strategy and Financial Planning
Industry Financial Services
Experience
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

Marlene Broemer Marlene Broemer Portland, Oregon Area Details
Marlene Broemer's Merrill Lynch Experience January 2000 - August 2000
Job Instructor at Portland Community College
Industry Higher Education
Experience
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

Mike Truckenmiller Mike Truckenmiller Greater Chicago Area Details
Mike Truckenmiller's Merrill Lynch Experience September 2007 - Present
Job Senior Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2007 - Present
Merrill Lynch   May 2006 - September 2007

Education
Miami University   2002 — 2006

Mike Truckenmiller, CFP® Mike Truckenmiller, CFP® Greater Chicago Area Details
Mike Truckenmiller, CFP®'s Merrill Lynch Experience September 2007 - January 2009
Job Financial Consultant, Personal Finance and Investments
Industry Financial Services
Experience
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

Stephen Barto, CFP® Stephen Barto, CFP® Washington D.C. Metro Area Details
Stephen Barto, CFP®'s Merrill Lynch Experience 1995 - 1999
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Kevin Pilz Kevin Pilz Greater Chicago Area Details
Kevin Pilz's Merrill Lynch Experience January 1991 - December 1995
Job Director of Finance, Project Manager, and Business Consultant
Industry Commercial Real Estate
Experience
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

Lawrence J. Kearney Jr Lawrence J. Kearney Jr Greater Detroit Area Details
Lawrence J. Kearney Jr's Merrill Lynch Experience March 2003 - January 2007
Job Financial Advisor at Raymond James Financial Services, Inc.., 7346763807
Industry Financial Services
Experience
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

James W. Rimmel James W. Rimmel Greater Pittsburgh Area Details
James W. Rimmel's Merrill Lynch Experience January 1996 - November 1997
Job Managing Director Wealth Management at UBS Financial Services
Industry Financial Services
Experience
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

Dirk Van De Graaf Dirk Van De Graaf Austin, Texas Area Details
Dirk Van De Graaf's Merrill Lynch Experience August 1984 - Present
Job Senior Vice President Investments
Industry Financial Services
Experience
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

Kerri A. Bergman Kerri A. Bergman Troy, Ohio Details
Kerri A. Bergman's Merrill Lynch Experience May 2001 - April 2010
Job Financial Advisor at Katterhenry Investment Group
Industry Financial Services
Experience
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

Rod Hagenbuch Rod Hagenbuch Greater Los Angeles Area Details
Rod Hagenbuch's Merrill Lynch Experience June 1966 - June 1998
Job Board Member at GrowTown
Industry Financial Services
Experience
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

Robert Peiffer Robert Peiffer Greater New York City Area Details
Robert Peiffer's Merrill Lynch Experience November 1999 - August 2008
Job MD and Chief Operating Officer, Deriv/SERV at DTCC
Industry Capital Markets
Experience
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

John Lintner John Lintner Greater New York City Area Details
John Lintner's Merrill Lynch Experience 2006 - 2009
Job Sr Global Account Mgr at Cisco
Industry Telecommunications
Experience
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

Suzanne Vierno Dedman Suzanne Vierno Dedman New York, New York Details
Suzanne Vierno Dedman's Merrill Lynch Experience June 2007 - April 2010
Job Vice President, Talent Development at Credit Suisse
Industry Human Resources
Experience
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

Jarrod Green Jarrod Green Charlotte, North Carolina Details
Jarrod Green's Merrill Lynch Experience September 2003 - June 2004
Job Senior Risk Analyst at Bank of America Merrill Lynch
Industry Capital Markets
Experience
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

Jeff Forche Jeff Forche Greater Detroit Area Details
Jeff Forche's Merrill Lynch Experience May 1992 - May 2000
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2000 - Present
Merrill Lynch   May 1992 - May 2000

Education
Miami University
Bachelor of Science (B.S.), Business

Aimee DeCamillo Aimee DeCamillo Baltimore, Maryland Area Details
Aimee DeCamillo's Merrill Lynch Experience May 2006 - December 2008
Job Financial Services Executive
Industry Financial Services
Experience
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

Carri Kroehler Carri Kroehler Jacksonville, Florida Area Details
Carri Kroehler's Merrill Lynch Experience August 2004 - September 2009
Job VP, Plan Administration at Retirement Solutions Specialists
Industry Financial Services
Experience
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

Randall Chalfin Randall Chalfin Greater New York City Area Details
Randall Chalfin's Merrill Lynch Experience January 2007 - Present
Job Vice President at Bank of America/Merrill Lynch Prime Brokerage
Industry Financial Services
Experience
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

Stephanie (Nolan) Carosella Stephanie (Nolan) Carosella Greater New York City Area Details
Stephanie (Nolan) Carosella's Merrill Lynch Experience September 2000 - June 2009
Job Vice President, Sponsorship Manager, New York City at Bank of America
Industry Financial Services
Experience
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

Robert Dayton Robert Dayton Billings, Montana Area Details
Robert Dayton's Merrill Lynch Experience 1981 - 2007
Job Merrill Lynch Retired
Industry Financial Services
Experience
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

Mark Saran Jr. Mark Saran Jr. Chicago, Illinois Details
Mark Saran Jr.'s Merrill Lynch Experience 2013 - 2013
Job Regional Associate Neuberger Berman
Industry Financial Services
Experience
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

James P. Beckett, CFP, CIMA James P. Beckett, CFP, CIMA Roanoke, Virginia Area Details
James P. Beckett, CFP, CIMA's Merrill Lynch Experience February 1991 - July 1997
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
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

Ross Hambleton Ross Hambleton Cincinnati, Ohio Details
Ross Hambleton's Merrill Lynch Experience February 2006 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Tony Mitropoulos Tony Mitropoulos Greater Atlanta Area Details
Tony Mitropoulos's Merrill Lynch Experience March 1996 - June 2008
Job Independent Venture Capital & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
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

Karen Madsen Karen Madsen Grand Junction, Colorado Area Details
Karen Madsen's Merrill Lynch Experience 2008 - Present
Job V.P Investments at Merrill Lynch
Industry Financial Services
Experience
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

Bo Peng Bo Peng New York, New York Details
Bo Peng's Merrill Lynch Experience 2002 - 2004
Job Partner at a private hedge fund
Industry Financial Services
Experience
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

Robert Lynn Oakes Robert Lynn Oakes Greater New York City Area Details
Robert Lynn Oakes's Merrill Lynch Experience January 2013 - June 2013
Job Global Marketing Manager at Cytec
Industry Mining & Metals
Experience
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

Eric Faust, CFP® Eric Faust, CFP® Phoenix, Arizona Area Details
Eric Faust, CFP®'s Merrill Lynch Experience June 2000 - November 2004
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
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

Thomas Geissler Thomas Geissler Toledo, Ohio Area Details
Thomas Geissler's Merrill Lynch Experience June 1999 - December 2002
Job Financial Advisor at Wilcox Financial
Industry Financial Services
Experience
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

Jennifer Arndt Jennifer Arndt Atlanta, Georgia Details
Jennifer Arndt's Merrill Lynch Experience February 2004 - February 2008
Job Finance Director at SafeHouse Outreach
Industry Nonprofit Organization Management
Experience
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

Michael J. Zupon Michael J. Zupon Greater New York City Area Details
Michael J. Zupon's Merrill Lynch Experience 1997 - 1999
Job Partner Sound Harbor Partners
Industry Financial Services
Experience
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

Kathy Costas Kathy Costas Greater Los Angeles Area Details
Kathy Costas's Merrill Lynch Experience 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Catherine Franks Catherine Franks Greater Philadelphia Area Details
Catherine Franks's Merrill Lynch Experience 2011 - July 2013
Job Senior Vice President, Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Walter (Bill) Bailey Walter (Bill) Bailey Cincinnati Area Details
Walter (Bill) Bailey's Merrill Lynch Experience September 1986 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 1986 - Present

Education
Miami University   1969 — 1973

Jennifer Kreutzer, CFP®, CRPC Jennifer Kreutzer, CFP®, CRPC Greater Detroit Area Details
Jennifer Kreutzer, CFP®, CRPC's Merrill Lynch Experience January 1998 - February 2014
Job Founding Partner, ClearPath Financial Group
Industry Investment Management
Experience
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

Jeannette Price Jeannette Price Orange County, California Area Details
Jeannette Price's Merrill Lynch Experience July 1995 - February 1997
Job President at Edison PTSA
Industry Education Management
Experience
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

Jay Sanford Jay Sanford Greater Chicago Area Details
Jay Sanford's Merrill Lynch Experience June 2001 - December 2009
Job Vice President Special Assets at Old National Bank
Industry Financial Services
Experience
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

Teri Engle Teri Engle Dayton, Ohio Area Details
Teri Engle's Merrill Lynch Experience 1993 - Present
Job Financial Advisor, Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
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

Gil Mauro Gil Mauro Greater Chicago Area Details
Gil Mauro's Merrill Lynch Experience July 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

John Perryman III John Perryman III Greater Detroit Area Details
John Perryman III's Merrill Lynch Experience January 2002 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2002 - Present

Education
Michigan State University   1991 — 1995
Finance

Matt Stockham Matt Stockham Lexington, Kentucky Area Details
Matt Stockham's Merrill Lynch Experience June 1998 - August 2000
Job Investment Broker at Lexington Investment Company, Inc
Industry Financial Services
Experience
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

Richard Kuhn Richard Kuhn Greater Detroit Area Details
Richard Kuhn's Merrill Lynch Experience May 2012 - August 2012
Job Assistant Account Executive at The Quell Group
Industry Public Relations and Communications
Experience
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

Joseph Mahoney Joseph Mahoney Fort Lauderdale, Florida Details
Joseph Mahoney's Merrill Lynch Experience March 2004 - March 2013
Job Senior Vice President, U.S.Trust
Industry Financial Services
Experience
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

Todd Ferguson Todd Ferguson Davison, Michigan Details
Todd Ferguson's Merrill Lynch Experience November 2007 - June 2010
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
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

Malea Hornback Malea Hornback Cincinnati Area Details
Malea Hornback's Merrill Lynch Experience March 2012 - June 2014
Job Client Relationship Manager
Industry Financial Services
Experience
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

Tom Wille Tom Wille Glencoe, Illinois Details
Tom Wille's Merrill Lynch Experience June 1982 - May 2005
Job Managing Director
Industry Financial Services
Experience
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

Randy Bruns, CFA Randy Bruns, CFA Chicago, Illinois Details
Randy Bruns, CFA's Merrill Lynch Experience July 2007 - July 2008
Job Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
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

Larry Brooker Larry Brooker Franklin, Ohio Details
Larry Brooker's Merrill Lynch Experience January 2007 - August 2008
Job Sr. Mortgage Consultant
Industry Financial Services
Experience
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

Matthew Shamlian Matthew Shamlian Albany, New York Details
Matthew Shamlian's Merrill Lynch Experience June 2012 - July 2012
Job Business Valuation Associate at Deloitte
Industry Financial Services
Experience
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

Michael Deren Michael Deren Dublin, Ohio Details
Michael Deren's Merrill Lynch Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch   2012 - 2013

Education
Miami University   1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government

Christina Morelli Christina Morelli Rochester, Michigan Details
Christina Morelli's Merrill Lynch Experience August 2015 - Present
Job Seasonal Client Associate at Merrill Lynch
Industry
Experience
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

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