Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
AXA 2007 - Present
Ameriprise Financial Services, Inc. 2003 - 2007
Invesco US 2000 - 2003
MFS Investment Management 1999 - 2000
Piper Jaffray 1994 - 1998
Merrill Lynch 1993 - 1994
Bank of America InvestServices 1988 - 1993
Skills
Wealth Management, Financial Advisory, Series 63, Mutual Funds, Series 7, Investments, Asset Allocation, Investment Advisory, Fixed Annuities, Series 6, Variable Annuities, Separately Managed..., FINRA, 401k, ETFs, Retirement, Strategic Financial..., Series 65, Retirement Planning, Series 24, Uniform Combined State..., IRAs, Alternative Investments, Asset Management, Equities, Wealth Management..., Securities, Fixed Income, 529 Plans
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (BS), Business Administration Econ/Finance/Management
Totus Tuus Consulting, Inc. June 2013 - Present
Merrill Lynch January 2012 - March 2013
Merrill Lynch March 2010 - January 2012
Bank of America August 2008 - March 2010
Evans Realty October 2006 - March 2010
Casino, Gaming Industry 1995 - 2008
Family 1992 - 1993
Skills
Hold Series 7, Hold Series 66, 401k, Pensions, Employee Stock Options, Retirement Benefits, Casino Gaming, Management, Deferred Compensation, Non-Qualified Deferred..., Employee Training, Series 7, Software Documentation, Mutual Funds, Uniform Combined State..., Finance, Series 63
Education
Missouri Western State University 1995 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Northeast Missouri State University 1992 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
U.S. Bank 2007 - Present
Merrill Lynch 2003 - 2006
Capital One 1999 - 2001
Charter One Bank 1995 - 1999
Bank of America 1993 - 1995
General Motors 1974 - 1993
Education
Missouri State University 1970 — 1974
Bachelor of Science (B.S.), Economics
Lindbergh High School
High School
Self-employed August 2009 - Present
Merrill Lynch August 2005 - August 2009
American Century Investments November 2000 - August 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Financial Advisory, Securities, Investment Management, Long Term Care Insurance, FINRA, Disability Insurance, Finance, Education Funding, Registered Investment..., Series 7, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Portfolio Management, Retirement, Series 65, Life Insurance
Education
Missouri State University 1995 — 2000
Bachelor of Business Administration (BBA)
Webster University
JP Turner & Company, LLC April 2014 - Present
Merrill Lynch October 2012 - March 2014
Wrestlers In Business 2014 - 2014
Athletes in Action Wrestling August 2005 - 2013
New York Life January 2009 - September 2012
Athletes in Action Wrestling August 2005 - February 2009
Campus Crusade for Christ June 1996 - May 2005
Skills
Helping donors transfer..., Developing non profit..., coaching youth wrestling, Planned Giving, Non-profits, Coaching, Fixed Annuities, Program Management, Long-term Care, Retirement Planning, Estate Planning, Fundraising, Public Speaking, Insurance, Strategic Financial..., Leadership Development, Life Insurance, Finance, Mutual Funds, Small Business, Training, Retirement, Long Term Care Insurance, Nonprofits, IRAs, Financial Advisory, Employee Benefits, Team Building, Recruiting, Wealth Management, Investments, Financial Planning, Financial Services
Education
Minnesota State University, Mankato 1988 — 1990
BS, Education
University of MN Morris 1985 — 1988
Health and Physical Education
Watertown High School
Robert W. Baird April 2009 - Present
Merrill Lynch August 2007 - December 2008
City of Cedarburg April 2004 - April 2008
Manpower October 2004 - July 2007
Halyb February 1997 - December 2005
Naval Air Warfare Center, Point Mugu October 1986 - January 1997
Education
Milwaukee School of Engineering 1981 — 1985
BSEE, Electrical Engineering
St. John the Baptist
St. Joseph Academy
Wells Fargo Securities 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Morgan Keegan & Company 2011 - 2012
Bank of America 2010 - 2011
Merrill Lynch 2009 - 2009
Merrill Lynch 2005 - 2008
MCI, Inc. 2003 - 2005
GE Power & Water 2002 - 2003
Raymond James & Associates, Inc May 2001 - August 2002
Skills
Capital IQ, Finance, MS Office Suite, Zephyr Style Advisor, Factset, Bloomberg Terminal, Financial Analysis, Oracle PL/SQL, Monte Carlo Simulation, DCF Valuation, Internal Rate of Return..., NPV Analysis, LBO Analysis, Alternative Investment..., Accretion/dilution, Private Equity, Hedge Funds, REIT, Commercial Real Estate..., High Yield Bonds, Leveraged Finance, Leveraged Lending, Mergers & Acquisitions, Managed Futures, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, Private Equity
Mississippi State University 1997 — 2001
BBA, Banking and Finance
Raisin Consulting, LLC August 2007 - Present
Merrill Lynch January 2011 - January 2012
Chase Bank, GMAC Homecomings & Countrywide March 2002 - August 2008
First Plus Financial (Retail Mortgage Company) January 1997 - November 1998
Associates Fianncial January 1996 - January 1997
ChryslerFirst Financial sold to NationsBank March 1985 - July 1995
Skills
Mortgage Lending, Banking, Mortgage Banking, Loans, Credit, National Sales Training, Operations Management, Long-term Customer..., Internet Media, Commercial Lending, Social Media Marketing, Digital Marketing, Operational Risk..., Portfolio Management, Financial Risk, Risk Management, Negotiation, Real Estate, Account Management, Investments, Series 7, Asset Allocation, Credit Analysis, First Time Home Buyers, Mortgage Underwriting, Customer Satisfaction, Investment Advisory, Financial Analysis, Investment Properties, USDA, Loan Origination, Team Building, Training, Sales Management, FHA, Estate Planning, Loan Servicing, Retirement Planning, Financial Advisory, Sales Operations, Relationship Management, Residential Mortgages, Underwriting, Refinance, Insurance, Analysis, Asset Management, Management, Wealth Management, Strategic Financial...
Education
PRCC 2012 — 2013
Continuing Education: Computer Applications, ECommerce and Chemistry, 3.6
Mississippi State University 1981 — 1983
Pre-Pharmacy/Business
Bacon & Eggs Creative May 2015 - Present
Fuisz Media June 2014 - April 2015
Sony/ATV April 2014 - August 2014
Visionary Entertainment December 2013 - April 2014
Paramount Pictures August 2013 - December 2013
Prospect Park June 2013 - August 2013
Merrill Lynch January 2013 - June 2013
Noble Life Apparel January 2010 - March 2013
Global Equity Finance May 2012 - August 2012
Bridge Brands International August 2011 - May 2012
Skills
Facebook, Social Media, Marketing, Music Industry, Blogging, Marketing Strategy, Talent Management, Music, Music Management, Entertainment, Microsoft Office, Script Coverage, Portfolio Management, Salesforce.com, Internal Communications, E-commerce, Sales, Media Relations, Small Business, Accounts Payable, Research, Finance, Wealth Management, Social Media Marketing, Script Breakdowns, Breakdown Express, FileMaker, Digital Media, Digital Strategy, Social Networking
Education
American Jewish University 2014 — 2016
B.S & M.S (Combined degree program), Business Finance & Management
San Francisco State University 2011 — 2013
B.S (in progress), Business Finance/Management
MiraCosta College 2009 — 2011
Associate's degree, GED
Merrill Lynch June 2015 - Present
Commonwealth Financial Group January 2015 - June 2015
The Club at New Seabury May 2013 - August 2014
Dallas Country Club May 2012 - August 2012
Skills
Event Planning, PowerPoint, Leadership, Microsoft Excel, Sales, Marketing, Microsoft Word, Social Media, Event Management, Microsoft Office, Public Speaking, Customer Service, Fundraising, Economics, Financial Services, Life Insurance, Social Media Marketing, Business Intelligence, Cloud Computing, Digital Marketing, Website Creation, Public Relations, Disability Insurance, Long Term Care Insurance, Annuity Sales, Financial Analysis, Financial Planning, Bloomberg Terminal
Education
Mississippi State University 2011 — 2016
Bachelor's Degree, Marketing, Economics
The Gow School 2008 — 2011
High School
Wells Fargo Advisors, LLC 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Merrill Lynch 1998 - 2006
Education
Missouri State University 1973 — 1975
Bachelor's degree, Finance, General
Missouri University of Science and Technology 1971 — 1972
Merrill Lynch
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Strategic Financial..., Estate Planning, Securities, Portfolio Management, Retirement, Investment Advisory, Asset Management, Life Insurance, IRAs, Insurance, Bonds, Financial Analysis, Banking, Finance, Financial Modeling, Credit Analysis, Equities, Private Equity, Commodity Markets, Mutual Funds
Education
Mississippi State University 2002 — 2006
BBA, Financial Planning, Risk Management, and Insurance
Capital One May 2008 - Present
Morgan Stanley 2005 - 2008
Merrill Lynch 2003 - 2005
Education
Millsaps College
Bachelor of Business Administration (BBA), Finance and Economics
HealthFusion Inc. January 2015 - Present
Santa Faustina Winery March 2014 - May 2014
Merrill Lynch July 2013 - December 2013
MiraCosta College January 2013 - December 2013
Santech Health January 2012 - June 2012
BIOCOM 2011 - 2011
Skills
Mathematics, Statistics, Probability, Statistical Computing, Teaching, Spanish, Algorithms, Tutoring, Statistical Modeling, Data Analysis, Social Networking, Analysis, Microsoft Office, Microsoft Excel, R
Education
UC Berkeley 2010 — 2011
Bachelor of Arts (B.A.), Applied Mathematics
MiraCosta College 2009 — 2010
Associate of Arts (AA), Mathematics
coursera
coursera
coursera
coursera
Merrill Edge August 2013 - Present
Merrill Lynch February 2012 - August 2013
Thomasville Home Furnishings 2011 - 2012
Bush Construction Company, Inc. 2011 - 2011
Merrill Lynch 2010 - 2011
Nebraska Furniture Mart 2008 - 2010
Evans Real Estate March 2006 - December 2008
Terribles St. Joe Frontier Casino September 2007 - August 2008
Spa Resort Casino March 2001 - December 2005
Skills
Negotiation, Renovation, Retail, Sales, Finance, Series 7, Series 66, Financial Services, 401k, Employee Stock Options, Leadership, Employee Training, Supervisory Skills, Electricians, Carpentry, Plumbing, Loans, Mutual Funds, CRM, Uniform Combined State...
Education
Missouri Western State University 1993 — 1995
None, Undergraduate studies in Business Management
Amazon 2014 - Present
Deutsche Bank Securities 2012 - Present
Deutsche Bank Securities 2009 - Present
Westpac Institutional Bank October 2012 - October 2014
ANZ Investment Bank 2008 - 2009
Merrill Lynch 2007 - 2008
Barclays Capital 2005 - 2007
Various Institutional Clients 2001 - 2006
Goldman Sachs J.B Were 1999 - 2001
Oracle Corporation 1997 - 1999
Skills
Equity Derivatives, Trading Systems, Electronic Trading, Enterprise Architecture, Solution Architecture, Derivatives, Interest Rate..., Project Delivery, Capital Markets, Project Management, Risk Management, Market Risk, IT Management, Exchange Connectivity, IT Strategy, Equity Trading, UML, Exchange Traded..., Equities, Java, Software Design, Stakeholder Management, Scrum, Trading Strategies, Agile Methodologies, Derivatives Trading, Project Governance, Equity Capital Markets, C#, Cloud Computing, SOA, Compliance, Microsoft Excel, Software Design Patterns, High Frequency Trading, IT Risk Management, Programme Governance, Proprietary Trading, Global Delivery, Stakeholder Engagement, CORBA, Exotic Derivatives, FATCA, Calypso, C++, Big Data, Hadoop, Amazon Web Services..., Predictive Analytics
Education
Project Management Institute (PMI) 2012 — 2012
Project Management Professional (PMP)
Securities Institute of Australia (FINSIA) 2007 — 2008
Master of Applied Finance and Investment
Securities Institute of Australia (FINSIA) 2004 — 2007
Graduate Diploma of Applied Finance and Investment
Monash University 1996 — 1998
Bachelor of Information Systems (Honours- First Class), Electronic Commerce
Victoria University 1992 — 1995
Bachelor of Business, Information Technology
Regev Group May 1990 - Present
Merrill Lynch May 1988 - May 1990
IDS Financial Services May 1986 - May 1988
Skills
Wealth Management, Investment Strategies, Estate Planning, Strategic Financial..., Financial Services, Alternative Investments, 1031 Exchanges, Oil/Gas, REIT, DST, Irrevocable Life..., Hebrew, Family Office, BDCs, Wealth Preservation...
Education
Missouri State University 1986 — 1988
Bachelor of Science (BS), Economics
University of Missouri-Columbia 1984 — 1986
Business/Commerce, General
Liberty High
Butler Snow Advisory Services, LLC 2013 - Present
SmartSynch, Inc 2007 - 2013
SkyTel 1999 - 2007
Merrill Lynch 1995 - 1998
Skills
Cross-functional Team..., Telecommunications, Product Management, Business Development, AMI, New Business Development, Sales Operations
Education
Mississippi State University - College of Business and Industry 1987 — 1991
BBA, Finance
Merrill Lynch School of Financial Management
Certified Financial Manager (CFM), Finance and Financial Management Services
Mississippi College
Graduate Studies
Merrill Lynch June 2014 - Present
The Men's Wearhouse, Inc May 2012 - June 2014
Marks Paneth & Shron LLP February 2014 - April 2014
UBS Financial Services September 2011 - December 2011
MetLife June 2011 - August 2011
MetLife June 2010 - August 2010
Manhasset Great Neck Hagedorn Community Center July 2009 - August 2009
Skills
Dance, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Sales, Management, Financial Analysis, Negotiation, Accounting, Marketing, Entrepreneurship, Event Planning, Program Management, Account Management, Social Media, Teamwork, Social Media Marketing, Leadership, Business Development, Risk Management, Access, Customer Service, Time Management, Analysis, Social Networking, Training, Team Leadership, Finance, Public Speaking, Facebook, Retail, Inventory Management, Research, Budgets, Strategic Planning, Data Analysis, Recruiting, Event Management, Public Relations, Process Improvement, Fundraising, Marketing Strategy, Advertising, Marketing Communications, Administration
Education
Molloy College 2010 — 2015
Dual Degree Program, M.B.A, Major: Business Management Minor: Finance, Graduate Student
St. Mary's University College in Twickenham, London 2013 — 2013
Business Administration and Management, General and English, Senior
AdvoCare June 2012 - Present
US Army May 2010 - Present
US Army August 2006 - May 2010
Northwestern Mutual November 2005 - July 2006
Wells Fargo Home Mortgage November 2004 - July 2005
Bank of America March 2004 - October 2004
Merrill Lynch January 2002 - March 2004
A.G. Edwards May 1999 - December 2001
Skills
Leadership, Management, Military Experience, Team Building, Military, Organizational..., Investments, Intelligence Analysis, Military Operations, Strategic Planning, Operational Planning, Security Clearance, Tactics, Training, Leadership Development, Command, National Security, Intelligence, Force Protection, Government, Military Training, Strategic Leadership, Coaching
Education
Missouri State University 1997 — 1998
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Missouri State University 1993 — 1997
Bachelor of Science (B.S.), Marketing
Hazelwood Central 1989 — 1993
PGA TOUR March 2009 - Present
Merrill Lynch May 2007 - February 2009
Dot Foods November 2005 - May 2007
PGA TOUR January 1997 - October 2005
Skills
Golf Instruction, Golf Course Management, Golf, Sales, Golf Caddie
Education
Missouri Southern State University 1993 — 1996
Bachelor's Degree, Business
Current Employer October 2011 - Present
GE Energy January 2008 - July 2011
DSPCon, Inc. June 2005 - December 2007
Merrill Lynch May 2004 - April 2005
Tellium 1999 - 2001
Madge Networks 1997 - 1999
Madge 1997 - 1999
Skills
Software Engineering, Testing, Automation, Software Development, Scrum, System Testing, Requirements Management, VxWorks, Test Automation, Programming, Systems Engineering, Quality Center, Agile Methodologies, Hardware, Test Management, Continuous Integration, Visual Studio, Embedded Software, Embedded Systems, Quality Assurance, Firmware, Unix, C, Debugging
Education
Monmouth University 1999 — 2004
MSSE, Software Engineering
New Jersey Institute of Technology 1992 — 1997
BSME, Mechanical Engineering
J.P. Morgan March 2010 - Present
Morgan Stanley January 2008 - March 2010
Wachovia Securities 2004 - 2008
Morgan Keegan 1999 - 2004
Merrill Lynch 1994 - 1999
United States Marine Corps 1982 - 1994
Skills
Risk Management, Private Banking, Change Management, Segmentation, Asset Managment, Strategy, Wealth Management, Risk Assessment, Investments, Leadership, Talent Management, Management, Process Improvement, Financial Advisory, Mergers, Leadership Development, Capital Markets, Private Equity, Investment Strategies, Management Consulting, Financial Modeling, Business Planning, Banking, Estate Planning, Investment Management, Fixed Income, Equities, Alternative Investments, Team Leadership, Business Development, Financial Services, Finance, Retirement Planning, Investment Banking, Asset Allocation, Team Building, Public Relations, Investment Advisory, Corporate Finance, Wealth Management..., Hedge Funds, Securities, Mergers & Acquisitions, Executive Management, Series 63, Series 7, High Net Worth..., Mutual Funds, Series 24, FINRA
Education
Command and Staff College (USMC) 2001 — 2002
Millsaps College 1977 — 1982
B.A., Political Science
MUFG Americas June 2012 - Present
Merrill Lynch March 2000 - November 2011
NYSE Euronext January 1993 - March 2000
McGraw-Hill January 1991 - January 1993
Teledyne Brown Engineering January 1980 - January 1990
Booz Allen Hamilton January 1977 - January 1980
Skills
Electronic Engineering, Software Quality..., Test Automation, Project Delivery, Physics, Requirements Analysis, Quality Management, Telecommunications, Databases, Regression Testing, Performance Testing, System Testing, Usability Testing, User Acceptance Testing, Manual Testing, Integration Testing, ITIL Certified, Software Project..., Scrum, Cross-functional Team..., Agile Project Management, Test Cases, Program Management, Web Services, Six Sigma, Change Management, Gap Analysis, Testing, CMMI, Business Analysis, Agile Methodologies, Visio, SDLC, Process Improvement, Defect Tracking, Quality Assurance, Management, Waterfall, Test Management, Quality Center, ClearQuest, Requirements Gathering, Software Development, Business Requirements, Integration, PMO, Test Planning, SOA
Education
Rutgers University 1990 — 1994
MBA, International Business
Monmouth University 1971 — 1975
BS, Physics/Electronics
Teach Wealth Management, Inc. April 2009 - Present
Matson Money 2009 - 2011
Merrill Lynch January 2004 - February 2009
Skills
Investment Advisory, Wealth Management, IRAs, Investments, Retirement, 401k, Strategic Financial..., Asset Allocation, Estate Planning, Mutual Funds, Asset Managment, Portfolio Management, Wealth, Financial Advisory, Investment Strategies, Finance, Investment Management, Financial Planners, Series 63
Education
Monmouth College 1967 — 1971
BA, Education
Saybrus Partners 2013 - Present
John Hancock Life Insurance Company (U.S.A.) 2011 - 2013
John Hancock Life Insurance Company (U.S.A.) 2001 - 2011
Merrill Lynch 1997 - 2001
Merrill Lynch 1993 - 1997
AXA Equitable 1990 - 1993
AXA Equitable 1980 - 1990
Skills
Risk Management, Vendor Management, Strategic Planning, Estate Planning, Team Building, Life Insurance, Customer Service, Mutual Funds, Fixed Annuities, Insurance, Retirement, Leadership, Series 63, Sales, Series 7, Account Management, Retirement Planning
Education
Mississippi State University 1976 — 1980
Bachelor's degree
The American College
CLU, ChFC
Merrill Lynch October 2011 - Present
Kendell Doors & Hardware, Inc August 2004 - June 2008
ExxonMobil January 2006 - October 2006
Skills
Microsoft Office, Quickbooks, Quicken, Salesforce.com, Thomson One, Accounts Receivable, Accounts Payable, Payroll
Education
Minnesota School of Business
Associates Degree, Management Accounting
Canaccord Genuity Inc. July 2014 - Present
Eagle Ridge Growth Capital August 2013 - January 2014
Wells Fargo May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Private Equity, Leadership, Data Analysis, Social Networking, Capital Markets, Fixed Income, Analysis, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Economics, Financial Markets, Equity Research, Management, Mergers & Acquisitions, Derivatives, Asset Management
Education
Millsaps College 2010 — 2014
BBA, Economics and Business Administration with a Concentration in Finance
Charles Schwab April 2015 - Present
Merrill Lynch May 2014 - March 2015
Wells Fargo March 2014 - May 2014
Wells Fargo Advisors March 2014 - May 2014
New York Life Insurance Company May 2011 - August 2013
Skills
Series 7, Series 66, 401k Rollovers, Asset Management, Mutual Funds, Wealth Management..., Series 63, Series 6, Long Term Care Insurance, Banking, Insurance Planning, College Funding..., Qualified Retirement...
Education
Mississippi State University 2007 — 2011
Finance, Investments, Financial Management, Capital Structuring
Mayo Clinic October 2010 - Present
Premier Bank June 2007 - October 2010
Affiliated Group December 2006 - June 2007
Merrill Lynch June 2006 - August 2006
Skills
Banking, Accounting, Financial Analysis, Customer Service, Outlook, Microsoft Excel, Finance, Collections, Wordpress, Call Centers, Financial Audits, Access, Microsoft Technologies, Social Media, Revenue Cycle, Management, WordPress, Strategic Planning, Software Documentation, Process Improvement, Training, Human Resources, Leadership, Sales, Healthcare, Time Management, Analysis, Employee Benefits, Payroll, Budgets, Recruiting, Data Analysis, Negotiation, Entrepreneurship
Education
Minnesota School of Business 2006 — 2008
Bachelor of Science, Accounting
UBS Wealth Management March 2011 - Present
Merrill Lynch April 2003 - March 2011
Education
Southwest Missouri State University 1996 — 1999
BS, Business, Finance
Seton Hall University September 2013 - Present
Loysen Consulting for Non-Profit Organizations 2005 - Present
Georgian Court University February 2012 - April 2013
Monmouth University 2006 - 2012
BERTL, Inc. 2004 - 2005
Merrill Lynch 1998 - 2003
Prudential Financial 1996 - 1998
Skills
Microsoft Office, MS Project, Access, Raiser's Edge, Word, Excel, Outlook, Dreamweaver, HTML, PowerPoint, Annual Giving, Individual Giving, Alumni Relations, Moves Management, Non-profits, Social Media, Donor Relations, Board Development, Fundraising, Social Networking, Philanthropy, Customer Relations, Customer Service, Stewardship, Facebook, Nonprofits, Volunteer Management, Public Speaking, Grant Writing, Strategic Planning, Event Planning, Community Outreach, Higher Education, Management, Program Development, Planned Giving, Event Management
Education
Monmouth University
Bachelor's, Business Management
William Joseph Services September 2011 - Present
Chaminade High School November 2007 - Present
Malverne Fire Dept 2002 - Present
Friendly Sons of St. Patrick 2011 - 2013
Bradley and Parker, Inc. September 2009 - September 2011
Chaminade High School 2007 - 2011
Frank Scaturro for Congress January 2010 - September 2010
City Underwriting Agency, Inc. December 2007 - July 2009
Prudential Financial March 2000 - April 2005
Merrill Lynch August 1993 - March 2000
Skills
Committed, Conversational, Consultive, Insurance, Word, Microsoft Office, Customer Relations, PowerPoint, Microsoft Word, Marketing, Management, Customer Service, Conversation, Training, Sales, Program Management, Sales Management, Public Speaking, New Business Development, Leadership, Research, Strategic Planning, Finance, Nonprofits, Public Relations, Event Planning
Education
Molloy College 2013 — 2015
Master of Science (M.S.), Secondary Education and Teaching
Hartford School of Insurance 2008 — 2008
Property and Casualty Certification, Commercial Lines
Roanoke College 1991 — 1995
Bachelor of Arts, History
Chaminade High School 1987 — 1991
academic diploma, college prep
Oceanside Middle School 1985 — 1987
HSBC April 2014 - Present
Merrill Lynch May 2012 - April 2014
Merrill Lynch August 2009 - May 2012
Themis Trading Family Office December 2002 - August 2009
Chloe Foods Corporation May 2005 - May 2008
Chloe SA December 2002 - December 2004
Spirit of Tasmania January 1993 - December 2002
Grand Hyatt Melbourne January 1992 - January 1993
Skills
Analysis, Business Development, Financial Services, Management, Strategy, Technical Analysis
Education
Monash University 2004 — 2005
Business
William Angliss College 2001 — 2003
Business
ING Investment Management April 2006 - October 2008
Merrill Lynch September 1998 - December 2005
Education
Minnesota State University, Moorhead 1984 — 1986
B.S., Accounting
Minneapolis Community and Technical College 1981 — 1983
A.S., Computer Programming
AT&T November 2013 - Present
Geisinger Health System March 2013 - October 2013
Best Buy June 2011 - March 2013
Merrill Lynch May 2012 - August 2012
UPS May 2008 - June 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Training, Sales Management, Logistics, Sales, Microsoft Excel, Business Planning, Business Strategy, Payroll, Supply Chain Management, SQL, Business Objects, Software Documentation, Management, Account Management, Customer Satisfaction, Supervising, Employee Training, Microsoft SQL Server, SQL Server Management..., Crystal Reports, Small Business, Business Services
Education
College Misericordia 2012 — 2015
Master's degree, Business Administration and Management, General, 3.5
Penn State University 2009 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
Capstone Insurance & Financial Services April 2014 - Present
The Brownstone Group NJ LLC March 2011 - April 2014
Fraser Brothers Group LLC October 2006 - February 2011
Metlife 2004 - 2006
Merrill Lynch March 2002 - May 2005
Skills
Life Insurance, Insurance, Strategic Planning, Workers Compensation, Health Savings Accounts, Medicare, Liability, Group Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Property & Casualty..., Employee Benefits, Underwriting, Commercial Insurance, Long-term Care, Brokers, Professional Liability, Legal Liability, 401k, Small Business, Building Relationships, Marketing, Retirement Planning, Retirement, Fixed Annuities
Education
Monmouth University 1996 — 2000
Bachelor's Degree, Business Management
Red Bank Catholic 1992 — 1996
High School
Untracht Early LLC September 2003 - Present
Brown Brothers Harriman January 2000 - September 2000
Merrill Lynch September 1998 - January 2000
Skills
Auditing, GAAP, US GAAP, Income Tax, Tax, Tax Preparation, Financial Reporting, Financial Statements, Accounting, Internal Controls, QuickBooks, Partnership Taxation, General Ledger, Sales Tax, Consolidation, Hedge Funds, Financial Audits, Payroll, CPA, Tax Returns, Assurance, Financial Services, Bookkeeping, CCH ProSystem fx, Small Business
Education
Monmouth University 2001 — 2003
Masters of Business Administration, Accounting
Monmouth University
BS, Business Administration concentration in Management
MedForce 2011 - Present
Harbeck Marketing Group, LLC 2010 - 2011
Gagliano & Company 2008 - 2009
ENA Healthcare Communications 2004 - 2008
Harbeck Marketing Group, LLC 2002 - 2004
ePresence 2000 - 2001
Morgan Stanley 1997 - 2000
Merrill Lynch 1996 - 1997
Merrill Lynch 1994 - 1996
Merrill Lynch 1989 - 1994
Skills
Project Management, Strategic Planning, Marketing Communications, Event Planning, Fundraising, Management, Analysis, Recruiting, Account Management, Budgets, Leadership, Program Management, Marketing, Marketing Strategy, Nonprofits, Project Planning, Public Speaking, Sales, Social Media
Education
Monmouth University 1991 — 1995
MBA, marketing
University of Notre Dame 1985 — 1989
BA, history, music (double major)
Rumson-Fair Haven Regional HS 1981 — 1985
Carolina Financial Advisors/Chris Jones CPA November 2009 - Present
Morgan Stanley December 2007 - June 2009
Citigroup Smith Barney November 2006 - December 2007
Merrill Lynch March 2003 - November 2006
Skills
Series 7, Series 66, Series 31, Asset Allocation, Financial Analysis, Mutual Funds, Securities, Retirement Planning, Investments, Investment Advisory, Finance, Wealth Management, Equities, Fixed Income, Portfolio Management, Strategic Financial..., Bonds, Asset Management, Investment Strategies, Asset Managment, Income Tax, Tax Returns, Cost Basis, Financial Planning, Portfolio Center..., Fidelity Investments
Education
Missouri State University
B.S., Computer Information Systems
Columbia Management October 2013 - Present
The Clifton Group January 2012 - October 2013
Whitebox Advisors February 2010 - March 2011
Whitebox Advisors January 2005 - February 2010
Wystar Global Retirement Solutions 2002 - 2004
Wachovia Securities 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Equities, Fund Accounting, Portfolio Management, Asset Managment, Alternative Investments, Mutual Funds, Securities, Credit, Options, Bloomberg, Fixed Income, Trading, Series 63, Derivatives, Investment Management, Asset Allocation, Equity Trading, Bloomberg Terminal, Bonds, ETFs, Asset Management, Swaps, Valuation, Series 7, Investments, Fund Of Funds, Hedging, Financial Modeling, Financial Markets, Equity Derivatives, Private Equity, Capital Markets
Education
Minnesota State University, Mankato 1994 — 1998
BS, Finance
Chase Bank March 2001 - Present
Bank of America May 1998 - February 2001
Merrill Lynch September 1995 - January 2000
Skills
Network Administration, System Administration, Market Planning, Banking, Marketing Strategy, Marketing, Strategic Planning, Retail Banking, Online Advertising, Social Media Marketing, Microsoft Office, Direct Marketing, Business Strategy, Marketing Communications
Education
Mississippi College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Mississippi - School of Business Administration
Bachelor of Science (BS), Marketing
Merrill Lynch November 2012 - Present
Integrated Capital Group, Inc. Raymond James Financial Services, Inc. October 2010 - November 2012
MetLife Resources March 2008 - October 2010
Skills
Strategic Financial...
Education
Minnesota State University, Mankato 1998 — 2002
BS in Finance, Financial Planning
Red Rock Strategic Partners October 2013 - Present
Wealthcare Capital Management April 2011 - September 2013
SunTrust Investment Services June 2004 - March 2011
Merrill Lynch November 1982 - June 2004
Skills
Investment Advisory, Wealth Management, Retirement Planning, Retirement, Securities, Strategic Financial..., Sales Management, Management Consulting, Public Speaking, Investments, Financial Services, Portfolio Management, Asset Management, Management, Asset Allocation, Finance
Education
LSU Graduate School of Economics 1981 — 1982
Millsaps College 1977 — 1981
BBA, Business Administration and Management, General
Brickell Bank - Brickell Global Markets, Inc. - Brickell Global Advisory, Inc. April 2014 - Present
Brickell Bank - Brickell Global Markets, Inc. - Brickell Global Advisory, Inc. April 2014 - Present
Gibraltar Private Bank & Trust February 2013 - April 2014
Espirito Santo Bank May 2011 - November 2012
Espirito Santo Financial Services Inc. 2007 - May 2011
Espirito Santo Bank October 2004 - May 2011
Merrill Lynch 2000 - 2004
Merrill Lynch Bank & Trust Co (Cayman) Ltd 1997 - 2004
Merrill Lynch 1997 - 2004
Skills
Compliance, Private Banking, AML, Management, Banking, Financial Risk, Credit, Risk Management, Due Diligence, Bank Secrecy Act, USA PATRIOT Act, Securities, Series 7, Equities, Investments, Financial Institutions, Wealth Management, Investment Banking, Enterprise Risk..., Series 24, series 66, FINRA, Capital Markets, Financial Services, Loans, Finance, Uniform Combined State..., Fraud, Portfolio Management, Commercial Banking, Internal Audit, Credit Risk, Operational Risk, Fixed Income, Financial Regulation, Hedge Funds, Financial Markets, Anti Money Laundering
Education
William Mitchell College of Law 2015 — 2018
Juris Doctor (J.D.)
University of Miami 1996 — 1998
Exchange Program
Universidad del Salvador 1994 — 1996
Licenciature
Universidad del Salvador 1992 — 1995
Bachelor’s Degree
Arnold Dental Supply August 2015 - Present
Parametric Portfolio Assoc June 2015 - July 2015
Merrill Lynch June 2011 - August 2011
UBS September 2010 - December 2010
Skills
Marketing, Asset Allocation, Adobe Creative Suite, Photoshop, Cold Calling, Portfolio Management, Time Management, Financial Analysis, Teamwork, PowerPoint
Education
California State University Channel Islands 2012 — 2015
Bachelor's degree, Business Administration, Accounting, 3.0
MiraCosta College 2009 — 2012
Business Administration, Accounting, Finance, Real Estate
comScore, Inc. January 2014 - Present
Sodexo January 2012 - December 2013
Sotera Defense Solutions, Inc. July 2009 - January 2012
RiskMetrics Group October 2004 - June 2009
Institutional Shareholder Services October 2004 - January 2007
Williams Associates June 2002 - October 2004
Merrill Lynch March 2000 - March 2002
Skills
Office Management, Administrative..., Concur, Calendaring, Salesforce.com, Travel Management, Microsoft Office, Customer Service, Mergers, Acquisition Integration, Integration, Meeting Planning, Event Management, Notary Public, Executive Support, Software Documentation, Mergers & Acquisitions, Management, Time Management, Project Management, Human Resources, Spreadsheets, Outlook, Teamwork, Access, Employee Relations, Leadership, Administration, Budgets, Process Scheduler, Event Planning, Program Management, Government, Procurement, Training, Team Building, Microsoft Excel, Visio, Administrative...
Education
Mithibai College 1990 — 1995
Bachelor of Commerce (BCom), Accounting and Finance
University of Mumbai 1989 — 1990
Bcom
QIAGEN November 2013 - Present
QIAGEN June 2011 - Present
QIAGEN January 2007 - July 2011
Gentra Systems 2000 - 2006
Timm Medical Technologies November 1999 - November 2000
Nilfisk-Advance 1994 - 1998
Merrill Lynch 1990 - 1994
Skills
Molecular Biology, Biotechnology, Lifesciences, Genomics, Medical Devices, PCR, DNA, Laboratory Automation, Infectious Diseases, Molecular Diagnostics, Commercialization, qPCR, Sequencing, Proteomics, Immunoassays, Oncology, DNA sequencing, Genetics, Assay Development, Hardware Diagnostics, Immunology, Biopharmaceuticals, Medical Diagnostics, Life Sciences, DNA Sequencing
Education
Minnesota State University, Moorhead 1985 — 1989
Merrill Lynch January 1993 - Present
Merrill Lynch 1993 - Present
Skills
Private Banking, Financial investments
Education
Ming Chuan University
Ameriprise Financial April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Education
Missouri Southern State University 1974 — 1977
B.S.B.A., Marketing and Management
Prudential Financial October 2014 - Present
Toys R Us September 2012 - October 2014
Royal Bank of Scotland September 2010 - February 2012
UBS August 2009 - September 2010
Merrill Lynch February 2007 - January 2009
Merrill Lynch December 2006 - January 2009
Merrill Lynch May 2004 - February 2007
Skills
Event Marketing, Content Creation, Marketing Management, Advertising, Integrated Marketing, Digital Marketing, Digital Strategy, Social Media Marketing, Event Planning, Event Management, Marketing Strategy, Content Strategy, Social Media, Brand Management, Marketing, Strategy, Online Marketing, Management, Leadership, Strategic Communications, Press Releases, Public Relations, Newsletters, Marketing Communications, Email Marketing, Online Advertising, Direct Marketing
Education
New York University 2005 — 2009
MS, Integrated Marketing
Monmouth University 2000 — 2003
BA, Communication Studies
Merrill Lynch 2007 - Present
Education
University of Mississippi 1994 — 1997
Bachelor of Science: Magna Cum Laude, Biology & Business
Millsaps College 1993 — 1994
Marcus & Millichap January 2015 - Present
Alexander Equity Partners, Inc January 2010 - Present
Conquistador Medical Consultants, LLC March 2009 - March 2015
Madison Street Capital, LLC 2007 - 2012
Merrill Lynch 2006 - 2007
Edward Jones 2004 - 2006
Skills
Investment Banking, Market Development, Start-ups, Mergers, Sales Process, Mergers & Acquisitions, Distribution, Latin America, International Sales, Investment Properties, Distributed Team..., Life Sciences, Distribution Management, Company Acquisitions, Commercial Real Estate, Single Tenant, Multi-tenant, Shopping Centers, Debt & Equity Financing, Sales Management, Private Equity, Financial Analysis, Portfolio Management, Due Diligence, Investments, Venture Capital, Finance
Education
Saint Louis University 2001 — 2004
BA
Missouri Baptist University 2010 — 2012
MBA, Business Administration and Management, General
Architecture Technology Corporation January 2012 - Present
Minnesota Select Volleyball Club November 2011 - June 2012
Kona Grill October 2010 - November 2011
BLVD Kitchen & Bar August 2010 - October 2010
Merrill Lynch February 2009 - May 2009
Skills
Finance, Marketing Strategy, Strategic Financial..., Marketing Communications, Social Media Marketing
Education
St. Catherine University 2008 — 2010
Bachelor, Accounting; Science
Normandale Community College 2007 — 2008
Associates of Arts, with; Accounting
Minnesota State University, Moorhead 2006 — 2007
Accounting
American Family Insurance August 2011 - Present
Mir House of Prayer 2013 - 2014
American Family Insurance March 2011 - November 2011
Chilis Bar and Grill January 2006 - May 2011
Vintage at Home April 2006 - October 2006
Merrill Lynch November 2005 - April 2006
State Street January 2001 - September 2004
State Street January 2001 - September 2004
Skills
Customer Service, Project Management, Insurance, Training, Financial Analysis, Budgets, Sales, Accounting, Customer Satisfaction, Marketing, Auditing, Life Insurance, Property & Casualty..., Leadership, Commercial Insurance, Cross-functional Team..., Business Planning, Small Business, Management
Education
Northwest Missouri State University 2000 — 2004
MBA, Accounting Emphasis
Missouri Western State University 1994 — 1998
Bachelors, Psychology
Financial Services January 2012 - Present
Merrill Lynch October 2007 - January 2012
UBS November 2001 - October 2007
Morgan Stanley 1992 - 2001
Deloitte & Touche 1989 - 1992
Skills
Investment Management, High Net Worth..., Wealth, Series 7, Retirement Planning, Financial Planners, Wealth Management, Mutual Funds, Estate Planning, Finance, Asset Management, 401k, Alternative Investments, Securities, Investment Advisory, Financial Advisory, Investments, Asset Allocation, Insurance, Financial Analysis, Equities, Series 63, Strategic Financial..., Life Insurance, Fixed Annuities, Fixed Income, Portfolio Management, Series 65, Financial Services, IRAs, Uniform Combined State..., ETFs, Bonds, Loans, Valuation, Financial Modeling, CPA, Retirement, Long-term Care, Disability Insurance, Trading, Credit, Risk Management, Hedge Funds, Due Diligence, Options, Separately Managed..., Mortgage Lending, Banking, FINRA
Education
Mississippi State University 1985 — 1989
BS, Accounting
St. Stanislaus Catholic High School 1982 — 1985
Kornitzer Capital Management August 2013 - Present
WELLS FARGO SECURITIES/WELLS FARGO ADVISORS/WACHOVIA/A.G. EDWARDS May 2005 - December 2012
Merrill Lynch May 2004 - May 2005
Wells Fargo Investments June 2001 - October 2003
UBS May 2000 - June 2001
GEORGE K. BAUM & CO February 1999 - May 2000
GEORGE K. BAUM & CO August 1998 - February 1999
Skills
Sales, Equities, Series 7, Trading, CRM, Marketing, Management, Investments, Mutual Funds, Portfolio Management, Client Services, Customer Service, Asset Allocation, Securities, Leadership, Fixed Income, Accounting, Financial Analysis, Series 63, Bonds, Valuation, Asset Management, Financial Advisory, Customer Satisfaction, New Business Development, Research, Equity Research
Education
Missouri State University
Bachelor of Arts, Communication
Caledonian Financial, Inc. November 2005 - Present
Merrill Lynch August 1995 - November 2005
J.J.B. Hilliard, W.L. Lyons, Inc. January 1986 - August 1995
Del Andersen & Associates April 1979 - January 1986
Education
Missouri State University 1972 — 1976
Bus. Mgmt., Economics
Marketing Support, Inc. (MSI) May 2014 - Present
Chris Paccione Web Dev and Design June 2013 - Present
First National Administrators October 2012 - May 2013
Merrill Lynch March 2011 - February 2012
Merrill Lynch April 2005 - March 2011
Merrill Lynch April 2002 - April 2005
Skills
WordPress, HTML, Risk Management, Blogging, Microsoft Excel, Web Development, Creative Problem Solving, Project Management, Microsoft Office, Mentoring, Marketing Strategy, Adobe Creative Suite, Sales, Social Media Marketing, Facebook, CSS, HTML 5, CSS3, jQuery, Podcasting, Client Liaison, php, MAMP, Sass, Drupal
Education
Monmouth University 1997 — 2000
Bachelor of Arts (BA), Communication and Media Studies
Curian Capital July 2014 - Present
Tennessee Valley Authority January 2012 - September 2013
Jackson June 2013 - August 2013
Sigma Chi Fraternity November 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Team Management, Microsoft Excel, Budgets, Portfolio Management, Marketing Communications, QuickBooks, Management, Analysis, Public Speaking, Asset Management
Education
Mississippi State University 2010 — 2014
Jackson Academy 2006 — 2010
Wells Fargo Advisors LLC 2000 - Present
Merrill Lynch 1990 - 2000
Skills
Investments, Financial Services, Finance, Risk Management, Retirement Planning
Education
Missouri Western State University 1972 — 1977
Bachelor of Science (B.S.), Political Science
Versatile Vehicles Inc. June 2007 - Present
Merrill Lynch May 2012 - January 2013
Olives by Massad's August 2010 - May 2012
Champs Sports August 2008 - September 2009
Burnsville Fire Soccer January 2008 - July 2009
Skills
Excel, PowerPoint, Accounting, Access, Microsoft Excel, Management, Finance, Sales, Payroll, QuickBooks, Microsoft Office, Time Management, Leadership
Education
Minnesota State University, Mankato 2009 — 2013
Bachelor's degree, Accounting
Burnsville Senior Highschool 2006 — 2009
Schroders September 2014 - Present
Merrill Lynch July 2010 - September 2014
Merrill Lynch March 2009 - July 2010
Merrill Lynch July 2008 - December 2008
Skills
Series 7, Chartered Financial..., Series 66, Wealth Management, Relationship Management, Investments, Portfolio Management, Project Management, Project Planning, Process Engineering
Education
Mississippi State University 2003 — 2008
International Business, Finance
Mississippi State University 2003 — 2008
Foreign Language, German
Goethe Institute - Munich, Germany 2007 — 2007
Intensive German Language Immersion Course
Deutsche Bank November 2007 - December 2014
Merrill Lynch February 2007 - November 2007
Enterprise Rent-A-Car February 2005 - December 2006
Skills
Investment Banking, Capital Markets, Structured Products, Fixed Income, Sales, Threat Management, Security, Management, Business Development, Enterprise Software
Education
Monmouth University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Saint Michael's College 2000 — 2004
Bachelor of Science (B.S.), Mathematics
Cuff N Roll January 2013 - Present
Merrill Lynch January 2008 - December 2008
Morgan Stanley January 2007 - January 2008
Skills
Microsoft Office, Public Speaking, Customer Service, Entrepreneurship, Social Media, Photography, Facebook, Sales
Education
Missouri Baptist University 2012 — 2014
MBA, Business Administration and Management, General
Archimedes Global January 2014 - Present
Spectrum Comm Inc October 2009 - January 2014
Merrill Lynch 2007 - 2009
Flight School 2001 - 2007
Skills
Knowledge Management, SharePoint Designer, Strategic Planning, Business Analysis, Military Aviation, Project Management, Program Management, Microsoft Office, Personal Financial..., Analysis, DoD, Information Assurance, Process Improvement, Security Clearance, SharePoint, MS Project, PMP, Requirements Analysis, Systems Engineering, Integration, Military, Military Experience, Military Operations, National Security
Education
University of Phoenix 2010 — 2012
Master's Degree, Education
Missouri University of Science and Technology 1996 — 2000
Bachelor's Degree, Aerospace, Aeronautical and Astronautical Engineering
UNT Health Science Center (UNTHSC) April 2015 - Present
Mississippi State University June 2013 - June 2015
Mississippi State University December 2012 - April 2015
Mississippi State University August 2012 - December 2012
Shorecrest Preparatory School June 2012 - August 2012
Tampa Bay Rays March 2012 - August 2012
Merrill Lynch July 2010 - June 2012
University of South Florida January 2011 - December 2011
Mississippi State University November 2009 - November 2010
Skills
Social Media, Designing, Social Media Integration, Social Media..., Marketing, Enrollment Services, InDesign, Adobe Acrobat, Photoshop, Microsoft Excel, Banner Designing, Leadership, Orientation Programs, Higher Education, Ap Style, Adobe Creative Suite, Website Development, Newsletters, Google Analytics, AP Style
Education
Mississippi State University 2012 — 2015
Master of Public Administration (M.P.A.), Public Policy & Administration
University of South Florida
Bachelor of Arts (B.A.), Mass Communication: Journalism & Media Studies
Shorecrest Preparatory School 1995 — 2008
CompuCom January 2015 - Present
LYRASIS August 2013 - January 2014
Accenture Software for P&C Insurance July 2010 - August 2013
Avaya October 2004 - July 2010
CSC March 1999 - October 2004
Prudential 1996 - 1999
Raytheon 1989 - 1994
Merrill Lynch 1986 - 1989
Skills
SOA, Integration, IT Strategy, Architecture, Solution Architecture, SaaS, Software Development, Agile Methodologies, Application Architecture, Requirements Analysis, Enterprise Software, Scrum, EAI, Leadership, Cloud Computing, Internet Product..., Enterprise Architecture, Information Security..., Product Management, Business Intelligence, SDLC, System Architecture, Business Process..., Management, Start-ups, ITIL, IT Management, CRM, Business Analysis, E-commerce, Security, Business Process, Vendor Management, Strategy, Agile Project Management, Analytics, Professional Services, Business Development, IT Service Management, PMO, Pre-sales, Project Portfolio..., Outsourcing, Executive Management, Mergers & Acquisitions, Go-to-market Strategy, Information Technology, Software Project..., Program Management
Education
Monmouth University 1994 — 1996
MS, Software Engineering
Rutgers University 1977 — 1981
BA, Economics
Cambridge Investment Research, Synergy Wealth Management is a Branch Office January 2009 - Present
WFG Investments Houston January 2002 - January 2011
Second Baptist Church, Houston, TX 1996 - 2011
Robert W. Baird & Co. January 1998 - May 1999
Merrill Lynch 1991 - 1999
Sterling Bank advisory board member 1991 - 1995
First City National Bank January 1976 - January 1991
TUTS Theatre Group 1985 - 1990
Deposit Guaranty National Bank 1972 - 1976
Skills
Securities, Asset Management, Portfolio Management, Financial Advisory, FINRA, Retirement Planning, Series 7, Mutual Funds, Wealth Management, 401k, Investment Advisory, Strategic Financial..., Series 63, Retirement, Fixed Annuities, Estate Planning, Alternative Investments, Insurance
Education
Stanford University 1978 — 1981
Executive Course in Business
University of Southern California 1972 — 1973
Grad Studies, Aerospace Management
Mississippi State University - College of Business and Industry 1965 — 1970
BS, & MBA, Business
Whitehaven 1960 — 1964
High School Diploma, College Prep
Ledgestone Capital Management, LLC August 2013 - Present
Merrill Lynch June 2011 - August 2013
Morgan Stanley Smith Barney February 2008 - June 2011
Skills
Investments, Wealth Management, Estate Planning, Tactical Asset..., Alternative Investments, Life Insurance..., Business Succession..., Strategy, Financial Advisory, Wealth, Financial Analysis, Portfolio Management, Succession Planning, Leadership, Asset Management, Finance, Investment Advisory, Investment Strategies, Life Insurance, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Retirement, Returns Management
Education
Missouri State University 1999 — 2001
BS, Finance
Todres and Company LLP January 2015 - Present
Camp ANCHOR June 2011 - Present
Citi August 2014 - December 2014
Brosnan and Hegler LLP January 2014 - April 2014
Merrill Lynch October 2013 - February 2014
ACDS June 2013 - August 2013
Skills
Microsoft Office, PowerPoint
Education
Molloy College 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Accounting
Holy Cross High School 2008 — 2012
JR Realty February 2012 - Present
HARCO National Insurance Company April 2005 - December 2011
Wausau Insurance Co. March 2002 - April 2005
John Deere March 1996 - March 2002
Canadian Pacific Railway February 1990 - March 1996
Merrill Lynch February 1989 - February 1990
Merrill Lynch March 1987 - June 1989
Skills
Insurance, Selling, Property & Casualty..., Risk Management, New Business Development, Negotiation, Commercial Insurance, Claim, Sales, General Insurance, Sales Operations, Management, Casualty, Real Estate, Brokers, Casualty Insurance
Education
Minnesota State University, Mankato 1983 — 1987
B.S., Business Administration
CliftonLarsonAllen August 2012 - Present
Boeckermann Grafstrom & Mayer January 2010 - July 2012
Minnesota State University, Mankato October 2008 - December 2009
Merrill Lynch May 2008 - August 2008
Skills
Accounting, Tax, General Ledger, Tax Preparation, QuickBooks, Accounts Payable, Income Tax, GAAP, Financial Reporting, Accounts Receivable, Account Reconciliation, Small Business, Corporate Tax, Financial Analysis, CPA, Auditing, Financial Accounting, Payroll, ProSystem fx Tax, Microsoft Excel, Journal Entries
Education
Minnesota State University, Mankato
Bachelor's degree, Accounting
Constantin Control Associates March 2015 - Present
Constantin Control Associates 2012 - 2014
State Street 2006 - 2011
State Street 2000 - 2005
Merrill Lynch 1986 - 2000
Skills
Bloomberg, Interactive Data..., Princeton Accounting..., Multi-Currency Horizon..., MacGregor Trading..., Trade Management..., Microsoft Office, Management Reporting..., Custody Management..., Microsoft Excel, Microsoft Word, Institutional..., Depository Trust..., Securities, Equities, Mutual Funds, Accounting, Account Reconciliation, Derivatives, Fixed Income, Investments
Education
Monmouth University
Bachelor of Science (B.S.), Business Management, Accounting
Stiles Financial Services, Inc. November 2013 - Present
Merrill Lynch January 2013 - November 2013
Merrill Lynch October 2011 - January 2013
Ameriprise Financial January 2008 - August 2009
Ameriprise Financial March 2006 - January 2008
Ameriprise Financial September 2004 - March 2006
Steak Knife Restaurant February 2002 - August 2004
Schmitz Bros. Dairy Farm January 1998 - January 2002
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Finance, Retirement Planning, Series 7, Uniform Combined State..., Mutual Funds, Investment Advisory, Asset Allocation, Financial Goals, Financial Advisory, Retirement, Alternative Investments, Risk Management, Wealth Accumulation, 401k
Education
University of Minnesota - Carlson School of Management 1993 — 1998
Bachelor of Science, Business - BSB, Finance
Minnesota State University, Mankato 2006 — 2007
Certified Financial Planning Program
W.J. Bradley Mortgage Capital, LLC July 2009 - Present
USN December 2000 - December 2006
Home Depot 1998 - 2000
Merrill Lynch January 1999 - September 1999
Skills
Mortgage Banking, Mortgage Lending, Investments, Sellers, Strategic Planning, Customer Service, Leadership, Sales, Public Speaking, Sales Management, Military, Marketing, FHA, Inventory Management, Microsoft Word, Microsoft Office, Real Estate, Team Building, Microsoft Excel, Financial Analysis, Training, Refinance, Management, Investment Properties, Loans
Education
University of California, Riverside 2006 — 2008
History
Modesto Junior College 1997 — 2000
General Education
IFAM Capital September 2014 - Present
Flood and Peterson Retirement Plan Advisors February 2011 - September 2014
The Hartford November 2007 - February 2011
Smith Barney November 2003 - November 2007
Merrill Lynch March 1999 - November 2003
North Dakota Air National Guard August 1994 - October 2000
Skills
Series 63, Investments, Retirement Planning, 401k, FINRA, Retirement, Financial Advisory, Asset Allocation, Business Planning, Financial Services, Investment Advisory, Series 7, Mutual Funds, Wealth Management
Education
Wharton School of Business 2003 — 2003
CIMA Designation
Minnesota State University, Moorhead 1996 — 1998
BS, Finance
North Dakota State University 1994 — 1996
Finance, General
Linton
North Dakota State University
Braintree April 2015 - Present
Publishers Clearing House June 2013 - April 2015
Shelter Rock Group January 2010 - December 2012
Molloy College January 2010 - May 2012
Merrill Lynch 2007 - 2008
Skills
Financial Analysis, Credit Analysis, Fraud Analysis, Accounts Receivable, Revenue Forecasting, Financial Reporting, Collections, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Leadership
Education
Molloy College
Master of Business Administration (MBA), 2012, Finance, GPA 3.83
SUNY Albany
Bachelor of Arts (B.A.), Psychology, 2009
OceanFirst Bank March 2014 - Present
Sorrento Pacific Financial, LLC March 2014 - Present
Perfect Score Testing and Consulting, LLC August 2008 - Present
Manasquan Savings Bank January 2013 - March 2014
Merrill Lynch October 2011 - January 2013
Monmouth University 2006 - 2009
Skills
Financial Analysis, Portfolio Management, Investments, Finance, Microsoft Office, Banking, Credit, Loans, Commercial Lending, Customer Service
Education
University of Medicine and Dentistry of New Jersey 2010 — 2011
Medicine, Medicine
Monmouth University 2006 — 2009
BS, Biology
Christian Brothers Academy 2000 — 2004
Infra-Metals Co. April 2015 - Present
Pine Environmental Services LLC July 2014 - May 2015
Merrill Lynch August 2013 - April 2014
McGraw-Hill August 2009 - February 2013
Wells Fargo August 2005 - June 2009
Citi October 2000 - August 2005
Target April 1997 - February 2002
Skills
Accounts Receivable, Customer Service, Customer Service..., Call Center..., Cross Functional Team..., Team Building, Training, Associate Development, Call Centers, Process Improvement, Vendor Management, Human Resources, Project Planning, Credit, Accounting, Teamwork, Customer Satisfaction, Access, Forecasting, Leadership, Strategic Planning, Management
Education
University of Phoenix 2005 — 2009
Bachelors, Business Management
Minnesota School of Business-Brooklyn Center 1995 — 1998
Certificate of Applied Science, Dental Assisting/Assistant
University of San Francisco 2015 - Present
University of San Francisco August 2009 - 2015
University of Nebraska-Lincoln August 2005 - June 2009
BryanLGH College of Health Sciences August 2008 - December 2008
University of Northern Iowa August 2003 - May 2005
Cedar Valley Figure Skating Club August 1996 - April 2004
Hellman March 2002 - August 2003
Missouri State University August 2000 - December 2001
Camp Adventure June 2000 - August 2001
Merrill Lynch May 1999 - August 1999
Skills
SPSS, HLM, Data Analytics, Mplus, Higher Education, Research, Program Evaluation, Teaching, Data Analysis, Academic Writing, Statistics, Statistical Modeling, Social Sciences, College Teaching, Statistical Data..., Academic Advising, Public Speaking, Student Affairs, University Teaching
Education
University of Nebraska-Lincoln 2005 — 2009
Doctor of Philosophy (Ph.D.), Communication Studies
Missouri State University 2000 — 2001
Master of Arts (M.A.), Communications
University of Northern Iowa 1996 — 2000
Bachelor of Arts (B.A.), Communication/Public Relations
Kimberly-Clark September 2013 - Present
Kimberly-Clark April 2012 - September 2013
Merrill Lynch January 2010 - April 2012
Minnesota State University, Mankato August 2005 - July 2009
Tyler Independent School District Aquatics May 2005 - August 2007
Skills
Investments, Employee Benefits, SAP, Financial Statement..., Financial Forecasting, Budgets, Microsoft Excel, Teamwork, People Development, Trade Finance, Retail Sales Analysis, Strategic Financial..., Forecasting, Finance, Time Management, Management, Leadership
Education
University of Wisconsin-Oshkosh 2013 — 2016
Master of Business Administration (MBA)
Minnesota State University, Mankato 2005 — 2009
BS, Finance
Boy Scouts of America 1998 — 2005
Eagle Scout
MetLife March 2009 - Present
Merrill Lynch November 2008 - January 2009
Canon Business Solutions April 2007 - October 2008
Skills
Series 6, Retirement, Investments, Financial Advisory, Life & Health Insurance..., Securities, Series 7, Series 63, Disability Insurance, Finance, Wealth, Financial Services, Series 65, IRAs, Insurance, Long Term Care Insurance
Education
Monmouth University 2002 — 2006
Business, Finance, Management
Christian Brothers Academy 1999 — 2002
RentLaw.com January 1998 - Present
Commercial Real Estate Sales and Leasing, NJ and FL January 2004 - Present
asburyboardwalk.com 2000 - Present
AT&T Consumer Division April 2001 - April 2004
Trecom Business Systems October 1995 - February 2001
AT&T August 1999 - February 2000
Prudential Insurance January 1997 - April 1999
AIG October 1995 - January 1997
USLIFE January 1986 - October 1995
Merrill Lynch January 1985 - March 1987
Skills
Real Estate, Internet, Insurance, Online Marketing, Adsense, Google Adwords, HTML, Customer Acquisition, Email Marketing, Google Analytics, Management Consulting, Financial Markets, Google Webmaster Tools, Business Analysis, Business Management, Social Media, Real Estate Development, Real Estate Investment, Property Management, Rental Properties, Affiliate Marketing, Advertising, Technical Writing, Document Management, Workflow, Microsoft Office, Visio, Strategic Partnerships, Online Advertising, Lead Generation, Rentals, Analytics, Strategy, SEM, Web Marketing, Entrepreneurship, Management, Investment Properties, Social Networking, Web Analytics, PPC, Mobile Marketing, B2B Marketing, Publishing, SEO, Sales, Content Development, Website Development, Facebook, Social Media Marketing
Education
Monmouth University 1979 — 1985
BS, Business, Biology
Monmouth University
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors LLC July 2007 - Present
Merrill Lynch February 1996 - July 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Outlook, Research, Management
Education
University of Maine at Augusta 2012 — 2016
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Missouri Southern State University 1986 — 1989
Associate of Science (A.S.) Office Administration, Office Management and Supervision
OxonPartners LLC March 2014 — Present
OxonCapital ▪▫ June 2013 — Present
Paxton Capital Advisors, LLC December 2012 — June 2013
Global Carbon Advisors ('GCA August 2011 — June 2013
Preonbioelectric June 2010 — August 2011
Energy21 (A Merrill Lynch Subsidiary) December 2005 — June 2010
Merrill Lynch July 2005 — December 2005
Merrill Lynch January 2005 — September 2005
Merrill Lynch March 2004 — December 2004
Skolnick and Associates March 2003 — August 2003
Skills
Strategy, Start-ups, Venture Capital, Renewable Energy, Cleantech, Entrepreneurship, Energy, Private Equity, Project Finance, Business Strategy, Carbon, Sustainable Energy, Energy Policy, Business Development, Financial Structuring, Leadership, Joint Ventures, Environmental Awareness, Mergers & Acquisitions, Climate Change, Due Diligence, Corporate Development, Emerging Markets, Energy Efficiency, Policy, Sustainability, Biomass, International Business, Investments, Strategic Planning, Clean Technology, Negotiation, Sustainable Development, Corporate Social..., Finance, Economics, Policy Analysis, International..., Program Management, Contract Negotiation, Corporate Governance, Sustainability..., Corporate Finance, Management, Financial Modeling, Strategic Consulting, Strategic Partnerships, Business Planning, Valuation, Consulting
Education
University of Oxford 1998 — 2001
BA (Hons) PPE, Political Philosophy and Economics
William Mitchell College of Law 2001 — 2004
JD, Law
The Lewis School of Princeton 1988 — 1997
High School Diploma, Everything
Bank of America April 2009 - Present
Merrill Lynch February 2006 - April 2009
Net2Phone March 2001 - February 2006
Instinet Corp May 2000 - February 2001
Vitech Inc June 1999 - April 2000
AT&T November 1997 - January 1999
EDS May 1996 - November 1997
Skills
Business Analysis, Program Management, Project Portfolio..., Vendor Management, Integration, MS Project, Project Management, Business Process, Analysis, SDLC, Team Leadership, Project Planning, Infrastructure, Strategy, Resource Management, Management, IT Management, PMO, ITIL, Telecommunications, Risk Management
Education
The University of Hull 1994 — 1995
MBA, Financial Management
Monmouth University 1991 — 1994
BA, Political Science
Bank of America May 2012 - Present
Civil Air Patrol 2012 - Present
Merrill Lynch May 2009 - September 2012
Doli Systems Pvt Ltd October 2006 - April 2009
Scholastic January 2000 - May 2006
First American Title January 1998 - December 1999
AT&T October 1995 - February 1998
Skills
Project Management, Unix, SQL, TCP/IP, Change Management, MS Project, C++, Quality Center, C, Technology Integration, HP Openview, Sockets, Oracle, Vendor Management, Cloud Computing, Databases, Software Development, Data Center, Disaster Recovery, Enterprise Software, Business Process, ERP, SDLC, IT Management, Strategy, Microsoft Project, Integration, Management
Education
Monmouth University 1985 — 1990
Bachelor of Science (BS), Computer Science
Paloma Partners Management Company October 2013 - Present
KCM LLC January 2011 - Present
Zeus Capital LLC September 1997 - Present
JP Morgan August 1993 - July 1997
Merrill Lynch 1990 - 1993
Drexel Burnham Lambert 1987 - 1990
Skills
Hedge Funds, Trading, Investment Banking, Private Equity, Quantitative Investing, Investments, Capital Markets, Venture Capital, Valuation, Financial Modeling, Alternative Investments, Due Diligence
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1987
MBA, Finance
Shri Ram College of Commerce 1981 — 1984
B Com, Business
Modern School 1969 — 1981
Commerce
Merrill Lynch September 2008 - February 2010
KPMG LLP 2002 - 2006
Education
Northwestern University 2006 — 2008
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Management & Strategy
Mississippi State University 1996 — 2000
Bachelor of Business Administration (B.B.A.)
EarlCom Systems March 2002 - Present
First Data Corporation January 2000 - January 2001
Merrill Lynch January 1999 - January 2000
AT&T October 1998 - December 1999
Chase Manhattan Corporation April 1997 - December 1998
Skills
Microsoft Certified..., Project Planning, Network Security, Security, Disaster Recovery, Cloud Computing, Business Continuity, Data Center, IT Management, IT Service Management, Network Design, Network Administration
Education
Monash University 1982 — 1990
Bachelor Electronic Engineering, Microprocessor Design
Royal Melbourne Institute of Technology
Neuberger Berman August 2011 - April 2014
William Blair & Company November 2005 - June 2007
Smith Barney April 2005 - June 2005
Merrill Lynch March 2005 - May 2005
Education
University of Houston, C.T. Bauer College of Business 2002 — 2004
BBA, Finance & Management
Mohawk College 1998 — 2001
3-Yr. Business Administration Diploma, Business Administration
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney December 2000 - September 2011
Merrill Lynch June 1995 - December 2000
Credit Suisse First Boston December 1993 - June 1995
Skills
Investments, Treasury Management, Financial Modeling, Corporate Finance, Cash Management, Financial Analysis, Financial Services, Portfolio Management, Asset Management, Capital Markets, Due Diligence
Education
Millsaps College
MBA
Rhodes College
BA, Business Administration
Lawrence & Schiller Vice PresidentCITIBANKNovember 2011 - September 2013
Merrill Lynch August 2011 - September 2011
FirstData September 2009 - August 2010
Long Island Savings Bank 1972 - 1997
Skills
Assembler, Cobol, DB2/SQL, COBOL, Business Analysis, Visio, Disaster Recovery, IBM Mainframe, Process Improvement, SDLC
Education
Molloy College 1971 — 1974
Uniondale High School 1967 — 1970
SPX Cooling Technologies July 2005 - June 2015
US Navy May 1984 - June 2014
SPX Cooling Technologies July 2005 - August 2007
Fluke Corporation November 1996 - June 2005
Lifecast.com June 2000 - January 2001
CCz Technical Services 1994 - 1996
The Synet Corporation 1994 - 1994
Merrill Lynch 1992 - 1994
First Medical Staffing Services 1991 - 1992
Skills
Six Sigma, Engineering, Lean Manufacturing, Engineering Management, Product Development, Cross-functional Team..., Process Improvement, Root Cause Analysis, Continuous Improvement, Leadership, Supply Chain Management, Project Planning, Business Process..., Kaizen, Team Building, Program Management, Team Leadership, Process Engineering, Project Management, Start-ups, Analysis, Quality Management, Navy, Testing, PMP, Procurement, Logistics, Negotiation, Systems Engineering, DoD, Electronics, Aerospace, Manufacturing, Security Clearance, Management, Quality Assurance, Operations Management, Military, Integration, Change Management, Defense, Earned Value Management, Energy, MS Project, Product Management, Risk Management, Supply Chain
Education
University of Southern California 1980 — 1984
Bachellor of Science, Aerospace Engineering
Missouri State University 2010 — 2010
Certification, Lean Six Sigma, Black Belt
Project Management Institute 2009 — 2009
Certification, PMI Project Management Professional (PMP)
Academy Leadership 2014 — 2014
Graduate, Leadership Excellence
U.S. Navy Nuclear Power Program 1984 — 1988
Chief Engineer, Chief Nuclear Engineer in Submarines
The University of Tennessee at Chattanooga 2008 — 2008
Certification, SPX Operational Excellence
Development Dimensions Int'l 2010 — 2010
Certified Instructor, Instruction and Facilitation
University of Washington 1997 — 1998
Certification, Certified C++ Developer
Merrill Lynch Series 7 and Sales Pipeline 1992 — 1993
Licensed, Financial Management, Series 7 License
BNY Mellon October 2013 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPIC September 2012 - September 2013
Merrill Lynch February 2012 - November 2012
Tower Wealth Managers April 2010 - January 2012
Oakwood Capital Management, LLC March 2006 - July 2008
Spectraprint, Inc. September 2003 - July 2005
Skills
Investments, Equities, Bloomberg, Fixed Income, Financial Analysis, Wealth Management, Mutual Funds, Securities, Banking, Asset Allocation, Finance, Retirement Planning, Asset Management, Portfolio Management
Education
Southwest Missouri State University 2000 — 2003
Verizon Wireless September 2008 - Present
Prudential Financial March 2005 - November 2007
Prudential Financial July 2000 - March 2005
Merrill Lynch July 1999 - June 2000
Merrill Lynch March 1996 - July 1999
Skills
Marketing, Project Planning, B2B, RFP, Vendor Management, Cross-functional Team..., Product Management, Project Management, Business Analysis, Process Improvement, Program Management, Account Management, Consulting, Customer Experience, Quality Assurance, Telecommunications, Team Leadership
Education
College Misericordia 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Randolph High School 1987 — 1991
High School Diploma
Teksystems August 2008 - Present
Thrivent Financial for Lutherans 2008 - 2011
Merrill Lynch July 2003 - June 2008
Cap Gemini 1999 - June 2003
Rockwell Automation 1993 - 1999
J.T. Mega 1987 - 1992
Skills
Analysis, Budgets, Business Analysis, Business Process..., Human Resources, Management, Mergers, PMP, Process Improvement, Program Management, Project Management, Risk Management
Education
Minnesota School of Business 1978 — 1980
Associates Degree, Accounting
UnitedHealthcare May 2010 - Present
US Bank December 2009 - March 2010
wells fargo January 2009 - July 2009
Best Buy October 2008 - January 2009
merrill lynch 2003 - 2008
United Healthcare January 2000 - January 2002
Education
Minnesota State University, Moorhead
Bachelors, Business Administration, Finance, Marketing
SumTotal Systems December 2006 - June 2007
eBay September 2006 - November 2006
Merrill Lynch March 2006 - August 2006
Education
Mumbai University 2004 — 2005
Masters in Commerce, Accounting
Missouri State University 2001 — 2003
MBA, Finance
H.R.College of Economics 1996 — 2000
Bachelors in Commerce, Accounting and Business
Citi June 2011 - Present
Citi September 2006 - August 2011
Merrill Lynch 1996 - 2006
Skills
Alternative Investments, Series 7, Series 24, Investments, Securities, Financial Services, Hedge Funds, Mutual Funds, Equities, FINRA
Education
College Misericordia 1988 — 1992
Business Administration and Management, General
AIG September 2013 - Present
various companies and agencies June 2011 - September 2013
Merrill Lynch 2013 - 2013
Merrill Corporation October 2010 - June 2011
The Depository Trust & Clearing Corporation January 2009 - September 2010
Standard & Poor's October 1999 - September 2008
Standard & Poor's October 1999 - September 2008
Skills
Email Marketing, Web Analytics, Content Management, CMS, Web Content Management, HTML, Dreamweaver, Graphic Design, Omniture, Adobe Creative Suite, Desktop Publishing, Web Design, CSS, Publishing, RedDot, Fatwire, Photography, Responsis, Eloqua, CheetahMail, Microsoft Office, Macromedia, Flash, WebTrends Analytics, Google Analytics, Direct Mail Campaigns, Studio Camera Operation, Video Podcasts, Podcasting, Site Build
Education
Mohawk Valley Community College
A.A.S., Advertising Design & Production
New York University
Continuing Education Classes / Web Analytics
Parsons School of Design
Continuing Education Classes / Graphic Design
Pratt Institute
School of Visual Arts
The New School
Cozy Corner Designs June 1997 - Present
Merrill Lynch August 1982 - May 2000
RasmussenHobbs Architects/Planners July 1980 - June 1982
Education
Minneapolis Community and Technical College 1993 — 1995
Mathematics
Knapp Business College 1982 — 1984
Business
Tacoma Community College 1980 — 1982
Bank of America Merrill Lynch January 2010 - Present
Merrill Lynch August 2000 - April 2011
AT&T August 1998 - August 2000
US Army October 1994 - August 1998
USAF November 1986 - November 1990
Skills
Integration, Unix, Testing, Project Management, Enterprise Software, Databases, Risk Management, Project Planning, E-commerce, Infrastructure, Network Administration, SDLC, Fixed Income, Business Analysis, Trading Systems, Management, IT Strategy, Vendor Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA, Business and Management
Monmouth University 1996 — 1998
Master of Science, Software Engineering
Temple University - Fox School of Business and Management 1991 — 1994
Bachelor of Business Administration, Economics and International Business
Central High
Central High
Merrill Lynch January 1983 - Present
Gerard Schools 1980 - 1983
Education
Minnesota State University, Mankato 1976 — 1979
Accounting, Accounting
Minnesota State University, Mankato 1976 — 1979
Accounting, Accounting
Berkshire Hathaway Home Services - Anderson Properties June 2014 - Present
Horizon Management, Inc 2011 - Present
Merrill Lynch June 2003 - October 2006
Skills
Series 7, Sales, Investments, Team Building, Finance, Wealth Management, Customer Service, Training, Retirement Planning, Management, Strategic Planning, Contract Negotiation, Insurance, Strategic Financial..., Accounting, Uniform Combined State...
Education
Missouri State University 1971 — 1974
Astellas Pharma August 2012 - Present
Astellas Pharma December 2007 - August 2012
Merck December 2004 - December 2007
A.G. Edwards 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Sales, Pharmaceutical Sales, Cardiology, Pharmaceutical Industry, Managed Care, Sales Effectiveness, OB/GYN, Diabetes, Selling Skills, Sales Force Development, Sales Presentations, Account Management, Market Access, Cold Calling, Salesforce.com, Management, Leadership, Training, Business Planning, Urology, Product Launch, Strategic Planning, Sales Management, Hypertension, Marketing, B2B, New Business Development, Business Development, Primary Care, Strategy, Cross-functional Team..., Key Account Management, Sales Process, Healthcare, Coaching, Team Building
Education
Mississippi State University - College of Business and Industry 1993 — 1997
B.B.A., Finance & Investments
Midwest Equity Mortgage January 2013 - Present
Golden Oak Lending December 2009 - January 2013
Wachovia November 2007 - January 2009
First Franklin 2004 - 2008
Merrill Lynch 2004 - 2008
American Equity Mortgage 1998 - 2002
Education
Missouri State University 1980 — 1984
BS, Accounting/Marketing
The Strategic Financial Alliance July 2012 - Present
Self Employed September 2008 - August 2012
ETrade Financial June 2000 - August 2008
Interstate Johnson Lane 1986 - 2000
Oppenheimer & Company 1984 - 1986
A G Becker 1978 - 1984
Merrill Lynch 1972 - 1978
Skills
Series 7, Series 24, Mutual Funds, Policy, Securities, Financial Services, Risk Management, FINRA, Operations Management
Education
Minnesota School of Business 1971 — 1972
Business
Normandale Community College 1970 — 1971
Education
Wells Fargo Advisors, LLC 2009 - Present
Wachovia Bank 1998 - 2008
Bank of America 1997 - 1998
Merrill Lynch 1984 - 1997
Skills
Insurance, Risk Management, Series 7, FINRA, Series 24, Banking, Compliance, Planning, Problem Solving, Annuities, Cost Reduction, Series 14, CRCP, Series 66, Conflicts of Interest, Code of Ethics, Registration
Education
Monmouth University
BS, Business Administration
University of North Florida - College of Business Administration
MBA
Wells Fargo Home Mortgage June 2010 - Present
LDJ Properties 2007 - June 2010
Merrill Lynch April 2003 - April 2008
Land 'O Lakes, Inc August 1998 - April 2001
Education
Minnesota State University, Moorhead
BS, Finance
Ameriprise Financial Services, Inc. April 2009 - Present
Merrill Lynch February 1998 - April 2009
Waddell & Reed August 1981 - February 1998
Skills
Asset Allocation, Asset Management, Customer Service, Equities, Estate Planning, Financial Analysis, Financial Advisory, Insurance, Investment Advisory, Investment Strategies, Investments, Portfolio Management
Education
Missouri Southern State University 1974 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
United Educators December 2011 - Present
Langcon English Academy September 2010 - August 2011
Merrill Lynch January 2010 - May 2010
Scandic Sourcing June 2009 - August 2009
Skills
Microsoft Excel, Adobe LiveCycle Designer, Bloomberg Terminal, JavaScript, CGL, E&O, Professional Liability, Fiduciary Liability, VBA, Property & Casualty..., Design Specifications, Market Research, P&L Modeling, Visio, Data Analysis, BO Web Intelligence, Legal Writing
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor's of Science in Business Administration, Finance and International Relations
University of South Carolina-Columbia 2006 — 2010
Corporate Finance
Regent's College 2008 — 2008
Core business courses
Ming Chuan University 2007 — 2007
N/A, Taiwan in a Global Context
Charleston Christian School
Charleston Christian School
Weichert January 1992 - Present
Bank of America Merrill Lynch February 2011 - November 2014
Cushman & Wakefield April 2007 - October 2009
Merrill Lynch March 2000 - April 2007
Skills
Vendor Management, Asset Management, Portfolio Management, Asset Managment, Equities, Risk Management, Investments, Financial Analysis, Financial Modeling, Business Analysis, Real Estate, Sustainable Business, Construction Management, Construction Safety, Facilities Management, CMMS, Procedure Development, Green Building, Business Resumption..., Business Continuity..., High Net Worth..., Stock Option, Credit Card Fraud, Online Fraud, Corporate Communications, Securities Fraud, Process Improvement, Leadership, Project Management, Microsoft Office, Management
Education
Monmouth University 1988 — 1991
BS, Accounting
Ocean County College 1986 — 1988
AS, Business Administration
Pt. Pleasant Boro H.S. 1982 — 1986
Advanced Health Media (AHM) December 2006 - Present
IBF Management LLC October 2001 - November 2006
Merrill Lynch August 1999 - September 2001
AT&T/Lucent Technologies February 1985 - August 1999
Education
Monmouth University
Information Management
Wichita State University
Mathematics & Computer Engineering
Certes Financial Pros 2000 - Present
McAfee (Secure Computing) June 2008 - March 2009
Aspen Medical Group 1985 - 2000
7th Judicial District Department of Corrections 1983 - 1985
Merrill Lynch 1982 - 1983
Bay Gulf Federal Credit Union 1980 - 1982
Skills
Accounting, Internal Controls, Process Improvement, Accounts Payable, Auditing, Payroll, Budgets, Analysis, Mergers, Finance, General Ledger, Financial Reporting, Leadership, Variance Analysis, Financial Accounting, Essbase, Oracle Financial
Education
Minnesota State University, Mankato 1976 — 1980
BS, Accounting
Merrill Lynch 2010 - Present
Edison Motor Cars 2001 - 2009
Prudential Financial 1999 - 2001
Education
Monmouth University 1994 — 1998
MBA
Merrill Lynch May 1973 - Present
Education
Missouri Southern State University
Bachelor's degree, Business Administration and Management, General
Pittsburg State University
Master of Science (MS), Business Administration and Management, General
Merrill Lynch August 2009 - Present
UBS Wealth Management November 2006 - August 2009
Skills
Series 7, Customer Service, Financial Modeling, Credit, Financial Analysis, Banking, Series 63, Investments, Portfolio Management, Asset Management, Risk Management
Education
Mississippi State University - College of Business and Industry 1999 — 2000
MBA, Management
Mississippi State University 1998 — 1999
Master of Education, Athletic Administration
Mississippi State University - College of Business and Industry 1993 — 1997
BBA, Economics
Nicholas Hoffman & Company September 2009 - Present
Merrill Lynch May 1998 - May 2009
Credit Suisse First Boston March 1984 - April 1998
first boston 1984 - 1998
Education
Mississippi State University 1973 — 1976
B.S., finance
Remax June 2013 - Present
Merrill Lynch July 2011 - June 2013
NFL 2001 - January 2008
Skills
Leadership, Marketing, Strategic Planning, Team Building
Education
Mississippi State University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dewberry Capital March 2014 - Present
Merrill Lynch May 2011 - August 2011
Mississippi Development Authority May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Windows, Research, Budgets, Public Speaking, Strategic Planning, Financial Analysis, Investments, Real Estate, Process Improvement, Accounting, Microsoft Excel
Education
Millsaps College, Else School of Business 2012 — 2013
MBA
Millsaps College 2008 — 2012
Bachelor of Business Administration, Finance
St. Andrews Episcopal High School 2004 — 2008
Provident Bank Investment Services ManagerProvident BankVice PresidentJPMorganChase2001 - 2006
Merril Lynch Futures 1983 - 1998
Merrill Lynch September 1983 - September 1996
Skills
Banking, Investments, Commercial Banking, Portfolio Management, Credit
Education
Molloy College 1977 — 1981
BA, Business
UBS Financial, AG 1994 - Present
Merrill Lynch 1985 - 1994
Education
Minnesota State University, Mankato
Bachelor of Applied Science (B.A.Sc.), Electrical, Engineering Technology/Business Management, & Industrial Relations
Merrill Lynch July 2012 - Present
Empire Bank August 2009 - July 2012
Commerce Bank March 2007 - August 2009
Bank of America 2004 - 2007
Skills
Business Development, Sales Management, Branch Banking, Retail Banking, Commercial Lending, Project Management, People Development, Workforce Management, Series 7, Series 66, Investments, Investment Strategies
Education
Missouri State University 1999 — 2002
Finance, Finance
Hancock Bank October 2008 - Present
Merrill Lynch June 2006 - October 2008
Smith Barney October 1999 - June 2006
Skills
Strategic Financial..., Commercial Lending, Portfolio Management, Equities, Loans
Education
Mississippi State University 1990 — 1994
B.S., Business Management
Citi March 2005 - Present
Random Walk Computing May 2000 - March 2005
Salomon Smith Barney August 1999 - May 2000
Merrill Lynch March 1997 - August 1999
Skills
Java, C++, SQL, Unix, Linux, Tibco EMS, MQSeries, Sybase, Oracle, FIX, TSYS, ECS+, Microsoft SQL Server, C#, XML, WebSphere MQ, Software Development, Software Project..., Trading Systems, Derivatives, Agile Methodologies
Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Science (MS), Computer Science
Minnesota State University, Mankato
Bachelor of Science (BS), Computer Science & Mathematics
Merrill Lynch academic project-Business Analysis for PepsiCoMissouri Baptist UniversityFebruary 2012 - May 2012
Citi May 2008 - May 2010
Citi 2007 - 2010
Citi July 2007 - June 2008
Education
Missouri Baptist University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.05
Morgan Stanley Wealth Management January 2009 - Present
Maitland Law Centre January 1995 - Present
Akins Family Partnership January 1985 - Present
Merrill Lynch June 1992 - January 2009
Barnett Brokerage Service October 1985 - August 1991
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
University of Central Florida 1998 — 2002
Master's Degree, Applied Economics
Chartered Financial Analyst 1990 — 1992
Rollins College - Crummer Graduate School of Business 1988 — 1992
Master of Business Administration (M.B.A.), Emphasis in Accounting and Finance
Mississippi State University 1978 — 1984
Bachelor's Degree, Forestry
Merrill Lynch December 2013 - Present
Skills
Customer Service, Microsoft Office, Leadership, Fitness, Personal Training, Investments, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Teamwork, Social Media, Outlook, Time Management, Team Leadership, Event Planning, Relationship Management, Business Development, Team Building, Social Media Marketing, Event Management, QuickBooks
Education
Molloy College 2015 — 2016
Master of Business Administration (MBA), Finance, General
Molloy College 2011 — 2015
Bachelor of Science (B.S.), Accounting