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
Harvey Fladeland Harvey Fladeland Dallas/Fort Worth Area Details
Harvey Fladeland's Merrill Lynch Experience 1993 - 1994
Job Divisional Vice President at AXA
Industry Financial Services
Experience
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

Kimberly Weston Kimberly Weston Saint Augustine, Florida Details
Kimberly Weston's Merrill Lynch Experience January 2012 - March 2013
Job Vice President Operations at Totus Tuus Consulting, Inc.
Industry Financial Services
Experience
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

John H. Jack Ellis John H. Jack Ellis Saint Louis, Missouri Details
John H. Jack Ellis's Merrill Lynch Experience 2003 - 2006
Job Vice President, Senior Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Investment Management
Experience
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

David Brozenic David Brozenic Leawood, Kansas Details
David Brozenic's Merrill Lynch Experience August 2005 - August 2009
Job V Wealth Management, LLC
Industry Financial Services
Experience
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

Cam McElhany Cam McElhany Colorado Springs, Colorado Area Details
Cam McElhany's Merrill Lynch Experience October 2012 - March 2014
Job College Planning Specialist and Financial Advisor
Industry Financial Services
Experience
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

Haly Besaw, CRPC® Haly Besaw, CRPC® Greater Milwaukee Area Details
Haly Besaw, CRPC®'s Merrill Lynch Experience August 2007 - December 2008
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
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

Andrew Simmons Andrew Simmons Charlotte, North Carolina Area Details
Andrew Simmons's Merrill Lynch Experience 2009 - 2009
Job Investment Banking & Capital Markets at Wells Fargo Securities
Industry Investment Banking
Experience
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

Ann McCook Ann McCook Houston, Texas Area Details
Ann McCook's Merrill Lynch Experience January 2011 - January 2012
Job Raisin Consulting, LLC. Owner / President
Industry Financial Services
Experience
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

Oliver Belkin Oliver Belkin Santa Monica, California Details
Oliver Belkin's Merrill Lynch Experience January 2013 - June 2013
Job Co Founder & Partner at Bacon & Eggs Creative
Industry Entertainment
Experience
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

Samuel Diarbakerly Samuel Diarbakerly Greater Boston Area Details
Samuel Diarbakerly's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
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

David Luetkemeyer David Luetkemeyer United States Details
David Luetkemeyer's Merrill Lynch Experience 1998 - 2006
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Brett Hunt Brett Hunt Jackson, Tennessee Area Details
Brett Hunt's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Hamilton Blanton Hamilton Blanton Greater New Orleans Area Details
Hamilton Blanton's Merrill Lynch Experience 2003 - 2005
Job Senior Vice President Commercial Banking at Capital One
Industry Financial Services
Experience
Capital One  May 2008 - Present
Morgan Stanley  2005 - 2008
Merrill Lynch   2003 - 2005

Education
Millsaps College
Bachelor of Business Administration (BBA), Finance and Economics

Hunter Alzate Hunter Alzate Greater San Diego Area Details
Hunter Alzate's Merrill Lynch Experience July 2013 - December 2013
Job Software Engineer Intern at HealthFusion Inc.
Industry Biotechnology
Experience
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

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coursera

Brett Weston Brett Weston Saint Augustine, Florida Details
Brett Weston's Merrill Lynch Experience February 2012 - August 2013
Job Business Professional and Registered Financial Representative
Industry Financial Services
Experience
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

Neal Ardeljan Neal Ardeljan Seattle, Washington Details
Neal Ardeljan's Merrill Lynch Experience 2007 - 2008
Job Senior Manager, Program Manager & Architect, specializing in Derivatives Trading, Pricing/Risk & Compliance
Industry Information Technology and Services
Experience
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

Nir Regev Nir Regev Greater St. Louis Area Details
Nir Regev's Merrill Lynch Experience May 1988 - May 1990
Job Financial Advisor
Industry Financial Services
Experience
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

James P. (Jimmy) Bailey James P. (Jimmy) Bailey Ridgeland, Mississippi Details
James P. (Jimmy) Bailey's Merrill Lynch Experience 1995 - 1998
Job Director at Butler Snow Advisory Services, LLC
Industry Management Consulting
Experience
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

Cherie Ferby-Guy Cherie Ferby-Guy Greater New York City Area Details
Cherie Ferby-Guy's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Clarence Dossie Clarence Dossie Augusta, Georgia Area Details
Clarence Dossie's Merrill Lynch Experience January 2002 - March 2004
Job Advisor at AdvoCare International
Industry Health, Wellness and Fitness
Experience
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

Heath Holt Heath Holt Springfield, Missouri Details
Heath Holt's Merrill Lynch Experience May 2007 - February 2009
Job Professional Caddie at PGA TOUR
Industry Sports
Experience
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

Eelke Wiegers Eelke Wiegers Reno, Nevada Details
Eelke Wiegers's Merrill Lynch Experience May 2004 - April 2005
Job Software Engineer
Industry Computer Software
Experience
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

Randall Hammond Randall Hammond Greater Denver Area Details
Randall Hammond's Merrill Lynch Experience 1994 - 1999
Job Managing Director, J.P. Morgan Private Bank
Industry Financial Services
Experience
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

Kevin Robertson Kevin Robertson Greater New York City Area Details
Kevin Robertson's Merrill Lynch Experience March 2000 - November 2011
Job Quality Assurance Process Manager
Industry Financial Services
Experience
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

Jeff Teach Jeff Teach Fort Pierce, Florida Area Details
Jeff Teach's Merrill Lynch Experience January 2004 - February 2009
Job President at Teach Wealth Management,Inc.
Industry Financial Services
Experience
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

D. Steve Shirley D. Steve Shirley Madison, Mississippi Details
D. Steve Shirley's Merrill Lynch Experience 1997 - 2001
Job Managing Director, National Accounts at Saybrus Partners
Industry Financial Services
Experience
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

Tonya Black Tonya Black Hayfield, Minnesota Details
Tonya Black's Merrill Lynch Experience October 2011 - Present
Job Student at Minnesota School of BusinessRochester
Industry Accounting
Experience
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

Kirk Clark Kirk Clark Houston, Texas Details
Kirk Clark's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at Canaccord Genuity Inc.
Industry Banking
Experience
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

Ferris Sullivan Ferris Sullivan Orlando, Florida Details
Ferris Sullivan's Merrill Lynch Experience May 2014 - March 2015
Job Associate Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
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

Nicholas Ihrke Nicholas Ihrke Rochester, Minnesota Area Details
Nicholas Ihrke's Merrill Lynch Experience June 2006 - August 2006
Job Finance Analyst I Mayo Clinic
Industry Financial Services
Experience
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

Paul Murans Paul Murans Indianapolis, Indiana Area Details
Paul Murans's Merrill Lynch Experience April 2003 - March 2011
Job Senior Vice President Wealth Management UBS
Industry Financial Services
Experience
UBS Wealth Management  March 2011 - Present
Merrill Lynch   April 2003 - March 2011

Education
Southwest Missouri State University   1996 — 1999
BS, Business, Finance

Jennifer Loysen Jennifer Loysen Greater New York City Area Details
Jennifer Loysen's Merrill Lynch Experience 1998 - 2003
Job Associate Director Leadership Annual Giving at Seton Hall University
Industry Fund-Raising
Experience
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 Howe William Howe Greater New York City Area Details
William Howe's Merrill Lynch Experience August 1993 - March 2000
Job RelationshipDiscoverySolution
Industry Insurance
Experience
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

Andrew Themis Andrew Themis Greater New York City Area Details
Andrew Themis's Merrill Lynch Experience May 2012 - April 2014
Job Vice President | HSBC
Industry Financial Services
Experience
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

Timothy Dean Pollock Timothy Dean Pollock Phoenix, Arizona Area Details
Timothy Dean Pollock's Merrill Lynch Experience September 1998 - December 2005
Job Experienced Sales Professional
Industry Investment Management
Experience
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

Jordan Broody Jordan Broody Shavertown, Pennsylvania Details
Jordan Broody's Merrill Lynch Experience May 2012 - August 2012
Job Sales Consultant/Account Manager at AT&T
Industry Wireless
Experience
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

Tony Calabrese Tony Calabrese Toms River, New Jersey Details
Tony Calabrese's Merrill Lynch Experience March 2002 - May 2005
Job Benefits Administrator at Capstone Insurance & Financial Services
Industry Insurance
Experience
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

Dennis Murtha, CPA Dennis Murtha, CPA Greater New York City Area Details
Dennis Murtha, CPA's Merrill Lynch Experience September 1998 - January 2000
Job Senior Assurance Manager at Untracht Early LLC
Industry Accounting
Experience
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

Claire Harbeck Claire Harbeck Greater New York City Area Details
Claire Harbeck's Merrill Lynch Experience 1996 - 1997
Job Project Director at MedForce
Industry Pharmaceuticals
Experience
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

Christine Pettigrew Christine Pettigrew Charleston, South Carolina Area Details
Christine Pettigrew's Merrill Lynch Experience March 2003 - November 2006
Job at Carolina Financial Advisors
Industry Financial Services
Experience
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

Amy Ries Amy Ries Greater Minneapolis-St. Paul Area Details
Amy Ries's Merrill Lynch Experience 1999 - 2000
Job Settlement Specialist MBS and Derivatives at Columbia Management
Industry Investment Management
Experience
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

Sophie Miles Cayman Sophie Miles Cayman Boston, Massachusetts Details
Sophie Miles Cayman's Merrill Lynch Experience September 1995 - January 2000
Job Senior Marketing and Communications Officer at Chase Bank
Industry Banking
Experience
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

Lori Swart Lori Swart Greater Minneapolis-St. Paul Area Details
Lori Swart's Merrill Lynch Experience November 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Perry Chesney Perry Chesney Greater Atlanta Area Details
Perry Chesney's Merrill Lynch Experience November 1982 - June 2004
Job Senior Partner Red Rock Strategic Partners
Industry Financial Services
Experience
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

Martin G. Prego, CAMS Martin G. Prego, CAMS Miami/Fort Lauderdale Area Details
Martin G. Prego, CAMS's Merrill Lynch Experience 2000 - 2004
Job SVP Group Chief Compliance Officer at Brickell Bank Brickell Global Markets, Inc. Brickell Global Advisory, Inc.
Industry Financial Services
Experience
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

Jake Burak Jake Burak Greater Seattle Area Details
Jake Burak's Merrill Lynch Experience June 2011 - August 2011
Job Accounts Receivable Clerk at Arnold Dental Supply
Industry Accounting
Experience
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

Nita Shah Nita Shah Washington D.C. Metro Area Details
Nita Shah's Merrill Lynch Experience March 2000 - March 2002
Job Executive Assistant to CEO & CFO at comScore, Inc.
Industry Executive Office
Experience
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

Troy Sorum Troy Sorum Greater Minneapolis-St. Paul Area Details
Troy Sorum's Merrill Lynch Experience 1990 - 1994
Job Senior Global Project Manager at QIAGEN
Industry Biotechnology
Experience
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

Liling Lee Liling Lee Irvine, California Details
Liling Lee's Merrill Lynch Experience January 1993 - Present
Job Senior Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 1993 - Present
Merrill Lynch   1993 - Present

Skills
Private Banking, Financial investments

Education
Ming Chuan University

Lawrence (Larry) Terry CRPC® Lawrence (Larry) Terry CRPC® Dallas/Fort Worth Area Details
Lawrence (Larry) Terry CRPC®'s Merrill Lynch Experience February 1998 - April 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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

Rebecca Lasley McLoughlin Rebecca Lasley McLoughlin Greater New York City Area Details
Rebecca Lasley McLoughlin's Merrill Lynch Experience February 2007 - January 2009
Job Strategic Channel Marketing Manager at Prudential Financial
Industry Marketing and Advertising
Experience
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

Billy Siddall Billy Siddall Jackson, Mississippi Area Details
Billy Siddall's Merrill Lynch Experience 2007 - Present
Job Vice President Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch   2007 - Present

Education
University of Mississippi   1994 — 1997
Bachelor of Science: Magna Cum Laude, Biology & Business

Millsaps College   1993 — 1994

Alex Perez Alex Perez Greater St. Louis Area Details
Alex Perez's Merrill Lynch Experience 2006 - 2007
Job Commercial Broker & Investment Advisor, National Retail Group at Marcus & Millichap
Industry Commercial Real Estate
Experience
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

Kelly (Kunkel) Rosner Kelly (Kunkel) Rosner Greater Minneapolis-St. Paul Area Details
Kelly (Kunkel) Rosner's Merrill Lynch Experience February 2009 - May 2009
Job Accounting Adminstrator at Architecture Technology Corporation
Industry Accounting
Experience
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

Bryan Seiter Bryan Seiter Saint Joseph, Missouri Details
Bryan Seiter's Merrill Lynch Experience November 2005 - April 2006
Job Commercial Underwriting Specialist Account Development Team
Industry Insurance
Experience
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

Jesse L. Webb Jesse L. Webb Houston, Texas Area Details
Jesse L. Webb's Merrill Lynch Experience October 2007 - January 2012
Job .
Industry Financial Services
Experience
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

Michelle Lynn Michelle Lynn Louisburg, Kansas Details
Michelle Lynn's Merrill Lynch Experience May 2004 - May 2005
Job Advisor Relationship Manager
Industry Capital Markets
Experience
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

Montee Sneed Montee Sneed Columbia, Tennessee Details
Montee Sneed's Merrill Lynch Experience August 1995 - November 2005
Job CEO at Caledonian Financial, Inc.
Industry Financial Services
Experience
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

Christopher Paccione Christopher Paccione Chicago, Illinois Details
Christopher Paccione's Merrill Lynch Experience March 2011 - February 2012
Job Front End Web Developer at Marketing Support, Inc. (MSI)
Industry Internet
Experience
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

Phillip Duckworth Phillip Duckworth Nashville, Tennessee Details
Phillip Duckworth's Merrill Lynch Experience June 2012 - August 2012
Job Internal Wholesaler (New York City) Curian Capital
Industry Financial Services
Experience
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

Jeffery Barnes Jeffery Barnes Lancaster, Pennsylvania Area Details
Jeffery Barnes's Merrill Lynch Experience 1990 - 2000
Job First Vice PresidentBranch Manager at Barnes and Beck Financial Consulting Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Stephanie Accad Stephanie Accad Greater Minneapolis-St. Paul Area Details
Stephanie Accad's Merrill Lynch Experience May 2012 - January 2013
Job Controller at Versatile Vehicles Inc.
Industry Accounting
Experience
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

Bill Callahan, CFA Bill Callahan, CFA Greater New York City Area Details
Bill Callahan, CFA's Merrill Lynch Experience July 2010 - September 2014
Job Wealth Management Professional
Industry Financial Services
Experience
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

Kenneth Bopf Kenneth Bopf San Francisco Bay Area Details
Kenneth Bopf's Merrill Lynch Experience February 2007 - November 2007
Job Account Executive at ThreatStream
Industry Information Technology and Services
Experience
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

Brandon Nelsen Brandon Nelsen Greater St. Louis Area Details
Brandon Nelsen's Merrill Lynch Experience January 2008 - December 2008
Job Founder At Cuff N Roll
Industry Internet
Experience
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

Shana Nussbaum Shana Nussbaum Washington, District Of Columbia Details
Shana Nussbaum's Merrill Lynch Experience 2007 - 2009
Job Chief Knowledge Officer for the Office of the Program Manager Information Sharing Environment
Industry Information Technology and Services
Experience
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

Summerly Brown Summerly Brown Fort Worth, Texas Details
Summerly Brown's Merrill Lynch Experience July 2010 - June 2012
Job Social Media Coordinator, Mentorship & Networking Core, National Research Mentoring Network
Industry Higher Education
Experience
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

Michael J Giordano Michael J Giordano Mount Pleasant, South Carolina Details
Michael J Giordano's Merrill Lynch Experience 1986 - 1989
Job VP, Digital Strategy at CompuCom
Industry Information Technology and Services
Experience
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

R. David Cullum R. David Cullum Houston, Texas Area Details
R. David Cullum's Merrill Lynch Experience 1991 - 1999
Job Synergy Wealth Management, Registered Principal at Cambridge Investment Research
Industry Financial Services
Experience
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

Greg Snider, CRPC® Greg Snider, CRPC® Springfield, Missouri Details
Greg Snider, CRPC®'s Merrill Lynch Experience June 2011 - August 2013
Job Portfolio Manager | Founder at Ledgestone Capital Management, LLC
Industry Financial Services
Experience
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

Patrick Lisante Patrick Lisante Floral Park, New York Details
Patrick Lisante's Merrill Lynch Experience October 2013 - February 2014
Job Student at Molloy College
Industry Accounting
Experience
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

Jim Rolling Jim Rolling Greater Minneapolis-St. Paul Area Details
Jim Rolling's Merrill Lynch Experience February 1989 - February 1990
Job Experienced Risk Management, Real Estate & Insurance Sales Professional
Industry Insurance
Experience
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

Lynn Johnson, CPA Lynn Johnson, CPA Greater Minneapolis-St. Paul Area Details
Lynn Johnson, CPA's Merrill Lynch Experience May 2008 - August 2008
Job Senior Accountant at CliftonLarsonAllen, Outsourcing
Industry Accounting
Experience
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

David Hauptman David Hauptman Pittsburgh, Pennsylvania Details
David Hauptman's Merrill Lynch Experience 1986 - 2000
Job Contracted Accounting Analyst at Constantin Control Associates
Industry Financial Services
Experience
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

Peter Schmitz CFA, CFP® Peter Schmitz CFA, CFP® Greater Minneapolis-St. Paul Area Details
Peter Schmitz CFA, CFP®'s Merrill Lynch Experience January 2013 - November 2013
Job Portfolio Manager at Stiles Financial Services, Inc. | Fiduciary Financial Planning and Customized Wealth Management
Industry Investment Management
Experience
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

Donnie Thomason Donnie Thomason Temecula, California Details
Donnie Thomason's Merrill Lynch Experience January 1999 - September 1999
Job Manager Branch Retail Sales at W.J. Bradley Mortgage Capital LLC
Industry Banking
Experience
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

Bryce Sowitch, CIMA Bryce Sowitch, CIMA Fort Collins, Colorado Details
Bryce Sowitch, CIMA's Merrill Lynch Experience March 1999 - November 2003
Job Director, Qualified Plans, IFAM Capital
Industry Financial Services
Experience
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

Samantha Schmitt Samantha Schmitt Chicago, Illinois Details
Samantha Schmitt's Merrill Lynch Experience 2007 - 2008
Job Global Credit Analyst at Braintree
Industry Financial Services
Experience
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

Michael Savarese Michael Savarese Oceanport, New Jersey Details
Michael Savarese's Merrill Lynch Experience October 2011 - January 2013
Job Portfolio Manager, AVP OceanFirst Bank
Industry Banking
Experience
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

Cheryl Bryant, CBA Cheryl Bryant, CBA Greater Philadelphia Area Details
Cheryl Bryant, CBA's Merrill Lynch Experience August 2013 - April 2014
Job Assistant Credit Manager
Industry Financial Services
Experience
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

Allison R. Thorson Allison R. Thorson San Francisco, California Details
Allison R. Thorson's Merrill Lynch Experience May 1999 - August 1999
Job Associate Professor of Communication Studies at University of San Francisco
Industry Higher Education
Experience
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

Jacob Bjork Jacob Bjork Neenah, Wisconsin Details
Jacob Bjork's Merrill Lynch Experience January 2010 - April 2012
Job Customer Associate Business Analyst
Industry Consumer Goods
Experience
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

John Beninato John Beninato Greater New York City Area Details
John Beninato's Merrill Lynch Experience November 2008 - January 2009
Job Financial Services Representative and Financial Advisor at MetLife Premier Client Group of New Jersey
Industry Financial Services
Experience
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

David Dorfman David Dorfman Greater New York City Area Details
David Dorfman's Merrill Lynch Experience January 1985 - March 1987
Job Founder, RentLaw.com National Landlord Tenant Guides, TenantFacts.com, EvictionReports.com, SmallLandLord.com
Industry Internet
Experience
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

Heather Levasseur RP® Heather Levasseur RP® Portland, Maine Details
Heather Levasseur RP®'s Merrill Lynch Experience February 1996 - July 2007
Job Officer/Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

James Bishop, J.D. James Bishop, J.D. New York, New York Details
James Bishop, J.D.'s Merrill Lynch Experience July 2005 — December 2005
Job Investment Professional and NYC Based Managing Director at OxonCapital ▪▫
Industry Venture Capital & Private Equity
Experience
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

Lowell Schantz Lowell Schantz Greater New York City Area Details
Lowell Schantz's Merrill Lynch Experience February 2006 - April 2009
Job Senior Vice President, Bank of America
Industry Investment Banking
Experience
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

John Varghese John Varghese Greater New York City Area Details
John Varghese's Merrill Lynch Experience May 2009 - September 2012
Job Delivering business value by leading collaborative technical effort to build strategic cost effective solutions
Industry Information Technology and Services
Experience
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

Sid Khanna, CFA Sid Khanna, CFA Greater New York City Area Details
Sid Khanna, CFA's Merrill Lynch Experience 1990 - 1993
Job Portfolio Manager at Paloma Partners Management Company
Industry Investment Management
Experience
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

Stephen Buehler Stephen Buehler Greater New York City Area Details
Stephen Buehler's Merrill Lynch Experience September 2008 - February 2010
Job Managing Director at The Blackstone Group
Industry Investment Management
Experience
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.)

Leon Kindler Leon Kindler San Francisco Bay Area Details
Leon Kindler's Merrill Lynch Experience January 1999 - January 2000
Job Owner, EarlCom Systems
Industry Computer & Network Security
Experience
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

Harleen Sidhu Harleen Sidhu Chicago, Illinois Details
Harleen Sidhu's Merrill Lynch Experience March 2005 - May 2005
Job Studying towards Physician's Assistant M.M.S.
Industry Hospital & Health Care
Experience
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

Perry LeBlanc Perry LeBlanc Atlanta, Georgia Details
Perry LeBlanc's Merrill Lynch Experience September 2011 - Present
Job Global Corporate & Institutional Advisory Services at Merrill Lynch
Industry Financial Services
Experience
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

Bob Bilodeau Bob Bilodeau Sioux Falls, South Dakota Details
Bob Bilodeau's Merrill Lynch Experience August 2011 - September 2011
Job Vice President at CITIBANK
Industry Information Technology and Services
Experience
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

Patrick Kershaw, PMP Patrick Kershaw, PMP Kansas City, Missouri Area Details
Patrick Kershaw, PMP's Merrill Lynch Experience 1992 - 1994
Job Leader, Manager, Engineer for Business Processes and Product Development
Industry Mechanical or Industrial Engineering
Experience
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

Melissa Aust Melissa Aust Huntington Beach, California Details
Melissa Aust's Merrill Lynch Experience February 2012 - November 2012
Job Portfolio Analyst at BNY Mellon
Industry Financial Services
Experience
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

John Tone John Tone Greater New York City Area Details
John Tone's Merrill Lynch Experience July 1999 - June 2000
Job Sr. Analyst Legal at Verizon Wireless
Industry Marketing and Advertising
Experience
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

Shari Anderson Shari Anderson Greater Minneapolis-St. Paul Area Details
Shari Anderson's Merrill Lynch Experience July 2003 - June 2008
Job at TEKsystems
Industry Financial Services
Experience
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

jim kaufmann jim kaufmann Greater Minneapolis-St. Paul Area Details
jim kaufmann's Merrill Lynch Experience 2003 - 2008
Job Broker Service Analyst at UnitedHealthcare
Industry Banking
Experience
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

Kruti Vakharia Kruti Vakharia San Francisco Bay Area Details
Kruti Vakharia's Merrill Lynch Experience March 2006 - August 2006
Job Senior Financial Analyst
Industry Financial Services
Experience
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

Donna Erickson Donna Erickson Greater New York City Area Details
Donna Erickson's Merrill Lynch Experience 1996 - 2006
Job SVP Compliance Officer US and Latin America Investments Communications Reviewer at Citigroup
Industry Financial Services
Experience
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

David Hargett David Hargett Greater New York City Area Details
David Hargett's Merrill Lynch Experience 2013 - 2013
Job Global Intranet Project Manager / Intranet Administrator / Content Manager at AIG (consultant)
Industry Online Media
Experience
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

Audrey Fresh Audrey Fresh Greater Minneapolis-St. Paul Area Details
Audrey Fresh's Merrill Lynch Experience August 1982 - May 2000
Job Owner, Cozy Corner Designs
Industry Design
Experience
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

Joseph Bezpalko Joseph Bezpalko Greater New York City Area Details
Joseph Bezpalko's Merrill Lynch Experience August 2000 - April 2011
Job Director
Industry Information Technology and Services
Experience
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

Ginger Roberts Carson Ginger Roberts Carson Rochester, Minnesota Area Details
Ginger Roberts Carson's Merrill Lynch Experience January 1983 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Jack Waters Jack Waters Houston, Texas Area Details
Jack Waters's Merrill Lynch Experience June 2003 - October 2006
Job Real Estate Agent at Berkshire Hathaway HomeServices Anderson Properties
Industry Museums and Institutions
Experience
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

Jeremiah OKeefe Jeremiah OKeefe Encinitas, California Details
Jeremiah OKeefe's Merrill Lynch Experience 1997 - 1999
Job Regional Sales Manager Southern CA/Hawaii Astellas Pharma U.S.
Industry Pharmaceuticals
Experience
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

Patrick Brannan Patrick Brannan Greater St. Louis Area Details
Patrick Brannan's Merrill Lynch Experience 2004 - 2008
Job Branch Manager at Midwest Equity Mortgage
Industry Banking
Experience
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

Robert Waits , CAMS Robert Waits , CAMS Atlanta, Georgia Details
Robert Waits , CAMS's Merrill Lynch Experience 1972 - 1978
Job Operations Manager at The Strategic Financial Alliance
Industry Financial Services
Experience
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

Don Geczi Don Geczi Saint Louis, Missouri Details
Don Geczi's Merrill Lynch Experience 1984 - 1997
Job Director of Registration and Employee Activities at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jeanine Donaldson Jeanine Donaldson Greater Minneapolis-St. Paul Area Details
Jeanine Donaldson's Merrill Lynch Experience April 2003 - April 2008
Job QA Analyst Modifications at Wells Fargo Home Mortgage
Industry Banking
Experience
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

Larry Terry Larry Terry Dallas/Fort Worth Area Details
Larry Terry's Merrill Lynch Experience February 1998 - April 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

David Cornett David Cornett Washington D.C. Metro Area Details
David Cornett's Merrill Lynch Experience January 2010 - May 2010
Job Product Development Analyst at United Educators
Industry Insurance
Experience
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

Mary Demarest-Paraan Mary Demarest-Paraan Greater New York City Area Details
Mary Demarest-Paraan's Merrill Lynch Experience March 2000 - April 2007
Job Project Analyst, Actively Seeking New Opportunities
Industry Facilities Services
Experience
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

Brad Hammond Brad Hammond Greater New York City Area Details
Brad Hammond's Merrill Lynch Experience August 1999 - September 2001
Job Senior Director, Mobile Applications at Advanced Health Media (AHM)
Industry Information Technology and Services
Experience
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

Cheryl Feller, CMA Cheryl Feller, CMA Greater Minneapolis-St. Paul Area Details
Cheryl Feller, CMA's Merrill Lynch Experience 1982 - 1983
Job Senior Financial Consultant at Certes Financial Pros
Industry Accounting
Experience
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

Mostafa Aamer Mostafa Aamer Greater New York City Area Details
Mostafa Aamer's Merrill Lynch Experience 2010 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   2010 - Present
Edison Motor Cars   2001 - 2009
Prudential Financial  1999 - 2001

Education
Monmouth University   1994 — 1998
MBA

Alan (Tulsa, OK) Ford Alan (Tulsa, OK) Ford Tulsa, Oklahoma Area Details
Alan (Tulsa, OK) Ford's Merrill Lynch Experience May 1973 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Jonathan Hungerford Jonathan Hungerford Greenville, South Carolina Area Details
Jonathan Hungerford's Merrill Lynch Experience August 2009 - Present
Job Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Carl Gambrell Carl Gambrell Greater Atlanta Area Details
Carl Gambrell's Merrill Lynch Experience May 1998 - May 2009
Job Principal at Nicholas Hoffman & Company
Industry Investment Management
Experience
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

Ellis Wyms Ellis Wyms Houston, Texas Area Details
Ellis Wyms's Merrill Lynch Experience July 2011 - June 2013
Job Internet Marketing Manager
Industry Real Estate
Experience
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

Lee Morrison Lee Morrison Atlanta, Georgia Details
Lee Morrison's Merrill Lynch Experience May 2011 - August 2011
Job Staff Accountant at Dewberry Capital
Industry Commercial Real Estate
Experience
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

Moira Byrnes Moira Byrnes Greater New York City Area Details
Moira Byrnes's Merrill Lynch Experience September 1983 - September 1996
Job Product Manager Manager at Sterling National Bank
Industry Banking
Experience
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

Herman Wipperfurth, CRPC®, CRPS Herman Wipperfurth, CRPC®, CRPS Greater Minneapolis-St. Paul Area Details
Herman Wipperfurth, CRPC®, CRPS's Merrill Lynch Experience 1985 - 1994
Job Managing Director Wealth Management at UBS Financial
Industry Financial Services
Experience
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

H. Justin Giles H. Justin Giles Springfield, Missouri Area Details
H. Justin Giles's Merrill Lynch Experience July 2012 - Present
Job PMD / Financial Advisor at Merrill Lynch
Industry Banking
Experience
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

Frank Schenck Frank Schenck Biloxi, Mississippi Area Details
Frank Schenck's Merrill Lynch Experience June 2006 - October 2008
Job Private Banker at Hancock Bank
Industry Banking
Experience
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

Than Nguyen Than Nguyen Greater New York City Area Details
Than Nguyen's Merrill Lynch Experience March 1997 - August 1999
Job Technical Lead
Industry Financial Services
Experience
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

AMIT KARKI AMIT KARKI Saint Louis, Missouri Details
AMIT KARKI's Merrill Lynch Experience academic project-Business Analysis for PepsiCoMissouri Baptist UniversityFebruary 2012 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Kent Akins Kent Akins United States Details
Kent Akins's Merrill Lynch Experience June 1992 - January 2009
Job General Manager at Akins Family Partnership
Industry Financial Services
Experience
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

Ashley Rowland Ashley Rowland Greater New York City Area Details
Ashley Rowland's Merrill Lynch Experience December 2013 - Present
Job
Industry Financial Services
Experience
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

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