Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Ed Bryce Ed Bryce's Merrill Lynch Experience 1994 - 2000
Job Management Executive
Industry Executive Office
Experience
Cherokee Nation Businesses March 2007 - Present
Ernst & Young 2005 - 2007
BryceBros, LLC 2000 - 2005
Merrill Lynch 1994 - 2000
Skills
Financial Analysis, Accounting, Internal Controls, Mergers, Due Diligence, Auditing, Finance, Analysis, Financial Reporting, Business Strategy, Budgets, Human Resources, Business Planning, Risk Management, Payroll, Negotiation, Project Management, Business Analysis, Corporate Finance, Financial Accounting, Strategic Planning, Process Improvement, Business Development, Microsoft Excel, Strategic Financial..., Operations Management, Management, Leadership, Team Building, Strategy, Corporate Governance, SEC filings, Investments, Private Equity, Internal Audit, Financial Modeling, Policy, Cash Flow, Sarbanes-Oxley Act, Business Process..., Managerial Finance, GAAP, Data Analysis, Restructuring, Business Valuation, Forecasting, Valuation, Project Planning, Cash Management
Education
Oklahoma State University
BS, Finance
Northeastern State University
MS, Accounting & Financial Analysis
Cherokee Nation Businesses March 2007 - Present
Ernst & Young 2005 - 2007
BryceBros, LLC 2000 - 2005
Merrill Lynch 1994 - 2000
Skills
Financial Analysis, Accounting, Internal Controls, Mergers, Due Diligence, Auditing, Finance, Analysis, Financial Reporting, Business Strategy, Budgets, Human Resources, Business Planning, Risk Management, Payroll, Negotiation, Project Management, Business Analysis, Corporate Finance, Financial Accounting, Strategic Planning, Process Improvement, Business Development, Microsoft Excel, Strategic Financial..., Operations Management, Management, Leadership, Team Building, Strategy, Corporate Governance, SEC filings, Investments, Private Equity, Internal Audit, Financial Modeling, Policy, Cash Flow, Sarbanes-Oxley Act, Business Process..., Managerial Finance, GAAP, Data Analysis, Restructuring, Business Valuation, Forecasting, Valuation, Project Planning, Cash Management
Education
Oklahoma State University
BS, Finance
Northeastern State University
MS, Accounting & Financial Analysis
David Aarvig David Aarvig's Merrill Lynch Experience May 1999 - November 2007
Job President at Armored Investment Solutions
Industry Financial Services
Experience
Armored Investment Strategies September 2014 - Present
Morgan Stanley Smith Barney November 2007 - September 2014
Merrill Lynch May 1999 - November 2007
Olde June 1995 - May 1999
Education
North Central College 1991 — 1995
Armored Investment Strategies September 2014 - Present
Morgan Stanley Smith Barney November 2007 - September 2014
Merrill Lynch May 1999 - November 2007
Olde June 1995 - May 1999
Education
North Central College 1991 — 1995
Jeff LeBlanc Jeff LeBlanc's Merrill Lynch Experience July 2007 - December 2007
Job Corporate Account Executive at Marketo
Industry Computer Software
Experience
Marketo September 2014 - Present
Responsys June 2014 - September 2014
SUREFOOT November 2013 - April 2014
Luxor Capital Group July 2011 - September 2013
Fidelity Capital Markets September 2009 - July 2011
Morgan Stanley July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Equities, Trading, Portfolio Management, Finance, Valuation, Financial Services, Mutual Funds, Prime Brokerage, Equity Derivatives, Settlement, FX Options, Interest Rate..., Accounting, Cash Management, Securities Lending, Corporate Actions, Commodity, CDS, Funding
Education
Shanghai University of Finance and Economics 2008 — 2008
Northeastern University
Bachelor of Science in Business Administration, Finance
Marketo September 2014 - Present
Responsys June 2014 - September 2014
SUREFOOT November 2013 - April 2014
Luxor Capital Group July 2011 - September 2013
Fidelity Capital Markets September 2009 - July 2011
Morgan Stanley July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Equities, Trading, Portfolio Management, Finance, Valuation, Financial Services, Mutual Funds, Prime Brokerage, Equity Derivatives, Settlement, FX Options, Interest Rate..., Accounting, Cash Management, Securities Lending, Corporate Actions, Commodity, CDS, Funding
Education
Shanghai University of Finance and Economics 2008 — 2008
Northeastern University
Bachelor of Science in Business Administration, Finance
Cecilia Rachel Cecilia Rachel's Merrill Lynch Experience July 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Bank of America June 2014 - July 2015
Bank of America June 2012 - May 2014
Rajawali Organization April 2011 - October 2012
Indonesian Student Association at University of Washington September 2011 - June 2012
Bank of America July 2010 - May 2012
Indonesian Student Organization in the United States May 2009 - June 2011
Skills
Public Relations, Marketing, Customer Service, Social Media, Event Planning, Event Management, Newsletters, Microsoft Office, Marketing Communications, Marketing Strategy, Social Networking, Problem Solving, Organization, Project Planning, Promotions, Data Analysis, Interpersonal Skill, Communication Skills, Marketing Event Planning, Coordinating Events, Coordinating Skills, Customer Engagement, Advertising, Teamwork, Management, Leadership
Education
University of Washington 2010 — 2012
Bachelor's Degree, Communications
North Seattle Community College 2008 — 2010
Associate's Degree, Business
Merrill Lynch July 2015 - Present
Bank of America June 2014 - July 2015
Bank of America June 2012 - May 2014
Rajawali Organization April 2011 - October 2012
Indonesian Student Association at University of Washington September 2011 - June 2012
Bank of America July 2010 - May 2012
Indonesian Student Organization in the United States May 2009 - June 2011
Skills
Public Relations, Marketing, Customer Service, Social Media, Event Planning, Event Management, Newsletters, Microsoft Office, Marketing Communications, Marketing Strategy, Social Networking, Problem Solving, Organization, Project Planning, Promotions, Data Analysis, Interpersonal Skill, Communication Skills, Marketing Event Planning, Coordinating Events, Coordinating Skills, Customer Engagement, Advertising, Teamwork, Management, Leadership
Education
University of Washington 2010 — 2012
Bachelor's Degree, Communications
North Seattle Community College 2008 — 2010
Associate's Degree, Business
Scott Stimson Jr. Scott Stimson Jr.'s Merrill Lynch Experience January 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
U.S. Trust August 2010 - December 2012
Skills
Series 7, Series 65, Life Insurance, Health Insurance, Financial Analysis, Finance, Investments, Credit, Strategy, Wealth, Retirement Planning, Investment Advisory, High Net Worth..., Mutual Funds, Retirement, Securities, Estate Planning, Strategic Financial..., 401k, Asset Allocation, IRAs, Wealth Management..., Investment Management, Alternative Investments, Portfolio Management, Fixed Income, Equities, Long-term Care, 401k Rollovers, ETFs, Structured Products, Banking, Asset Management, Financial Planners
Education
North Carolina State University
Bachelor of Science (BS), Business Administration and Management; Concentration Finance, Minor Economics
North Mecklenburg High School
Merrill Lynch January 2013 - Present
U.S. Trust August 2010 - December 2012
Skills
Series 7, Series 65, Life Insurance, Health Insurance, Financial Analysis, Finance, Investments, Credit, Strategy, Wealth, Retirement Planning, Investment Advisory, High Net Worth..., Mutual Funds, Retirement, Securities, Estate Planning, Strategic Financial..., 401k, Asset Allocation, IRAs, Wealth Management..., Investment Management, Alternative Investments, Portfolio Management, Fixed Income, Equities, Long-term Care, 401k Rollovers, ETFs, Structured Products, Banking, Asset Management, Financial Planners
Education
North Carolina State University
Bachelor of Science (BS), Business Administration and Management; Concentration Finance, Minor Economics
North Mecklenburg High School
Eric Sinclair's Merrill Lynch Experience July 2007 - December 2007
Job Supervisory Principal at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank July 2013 - Present
Citi Private Bank February 2012 - June 2013
Northwestern Mutual May 2009 - February 2012
Northwestern Mutual Financial Network July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
John Hancock U.S. Corporate Real Estate 2006 - 2007
Skills
Investments, Series 7, Equities, Alternative Investments, Mutual Funds, Financial Services, Finance, Securities, Series 24, FINRA, Hedge Funds, Private Equity, Private Banking, Wealth Management
Education
Northeastern University
Bachelor of Science, Finance & Insurance, Management
Citi Private Bank July 2013 - Present
Citi Private Bank February 2012 - June 2013
Northwestern Mutual May 2009 - February 2012
Northwestern Mutual Financial Network July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
John Hancock U.S. Corporate Real Estate 2006 - 2007
Skills
Investments, Series 7, Equities, Alternative Investments, Mutual Funds, Financial Services, Finance, Securities, Series 24, FINRA, Hedge Funds, Private Equity, Private Banking, Wealth Management
Education
Northeastern University
Bachelor of Science, Finance & Insurance, Management
Jason Lindley, CFP® Jason Lindley, CFP®'s Merrill Lynch Experience December 2004 - August 2007
Job Ultra High Net Worth Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard September 2010 - November 2013
Morgan Stanley Smith Barney November 2007 - September 2010
Merrill Lynch December 2004 - August 2007
Investment Planning and Management, LLC August 2004 - December 2004
Branch Banking and Trust Co July 2002 - May 2004
Branch Banking and Trust Co January 2002 - July 2002
Skills
Series 7, Retirement Planning, Certified Financial..., Strategic Financial..., Series 63, Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Retirement, Asset Allocation, Estate Planning, Asset Managment, Financial Analysis, Risk Management, Investment Advisory, Securities, Investment Management, Relationship Management, High Net Worth...
Education
North Carolina State University 1997 — 2001
B.S, Business Management; Finance
Vanguard November 2013 - Present
Vanguard September 2010 - November 2013
Morgan Stanley Smith Barney November 2007 - September 2010
Merrill Lynch December 2004 - August 2007
Investment Planning and Management, LLC August 2004 - December 2004
Branch Banking and Trust Co July 2002 - May 2004
Branch Banking and Trust Co January 2002 - July 2002
Skills
Series 7, Retirement Planning, Certified Financial..., Strategic Financial..., Series 63, Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Retirement, Asset Allocation, Estate Planning, Asset Managment, Financial Analysis, Risk Management, Investment Advisory, Securities, Investment Management, Relationship Management, High Net Worth...
Education
North Carolina State University 1997 — 2001
B.S, Business Management; Finance
Lukasz Wrona Lukasz Wrona's Merrill Lynch Experience January 2010 - June 2010
Job Senior Analyst at Akoya Capital
Industry Venture Capital & Private Equity
Experience
Akoya Capital November 2012 - Present
Thoma Bravo November 2011 - November 2012
Pfingsten Partners June 2010 - November 2011
Merrill Lynch January 2010 - June 2010
Skills
Private Equity, Financial Modeling, Valuation, Microsoft Excel, Due Diligence, Financial Analysis, Industry Research
Education
North Park University 2007 — 2011
BS, Business and Economics (Finance & Accounting)
Wall Street Prep Boot Camp
Financial and Valuation Modeling
Akoya Capital November 2012 - Present
Thoma Bravo November 2011 - November 2012
Pfingsten Partners June 2010 - November 2011
Merrill Lynch January 2010 - June 2010
Skills
Private Equity, Financial Modeling, Valuation, Microsoft Excel, Due Diligence, Financial Analysis, Industry Research
Education
North Park University 2007 — 2011
BS, Business and Economics (Finance & Accounting)
Wall Street Prep Boot Camp
Financial and Valuation Modeling
Brian Wyman, MBA, CRPC, CLTC, Brian Wyman, MBA, CRPC, CLTC,'s Merrill Lynch Experience August 2007 - December 2012
Job Financial Advisor,
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Merrill Lynch August 2007 - December 2012
Wachovia Securities December 2004 - August 2007
AG Edwards & sons, Inc. May 1997 - December 2004
Smith Barney October 1991 - May 1997
New York Life Insurance Company April 1989 - October 1991
Teradyne Inc. 1976 - 1989
Education
University of Lowell,MA 1981 — 1986
MBA, Operations Management
Northeastern University 1967 — 1971
BA, Political Science
Ameriprise Financial Services, Inc. December 2012 - Present
Merrill Lynch August 2007 - December 2012
Wachovia Securities December 2004 - August 2007
AG Edwards & sons, Inc. May 1997 - December 2004
Smith Barney October 1991 - May 1997
New York Life Insurance Company April 1989 - October 1991
Teradyne Inc. 1976 - 1989
Education
University of Lowell,MA 1981 — 1986
MBA, Operations Management
Northeastern University 1967 — 1971
BA, Political Science
Monica Pizano Monica Pizano's Merrill Lynch Experience March 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Mack Investment Securities, Inc. July 2007 - March 2013
Skills
Series 7, Series 66, Bilingual in Spanish, Investments, Mutual Funds, Uniform Combined State..., Trading, Equities, Asset Allocation, Financial Services, Fixed Income, Strategic Financial..., Asset Management, Securities
Education
Northeastern Illinois University
Finance
Merrill Lynch March 2013 - Present
Mack Investment Securities, Inc. July 2007 - March 2013
Skills
Series 7, Series 66, Bilingual in Spanish, Investments, Mutual Funds, Uniform Combined State..., Trading, Equities, Asset Allocation, Financial Services, Fixed Income, Strategic Financial..., Asset Management, Securities
Education
Northeastern Illinois University
Finance
Lindsay Tracy, MBA Lindsay Tracy, MBA's Merrill Lynch Experience September 2003 - September 2004
Job Associate Buyer at ULTA Beauty
Industry Information Technology and Services
Experience
ULTA Beauty December 2013 - Present
OfficeMax July 2011 - December 2013
INSTEC June 2007 - July 2011
The HON Company September 2004 - June 2007
Merrill Lynch September 2003 - September 2004
Skills
New Business Development, Training, Marketing, Leadership, Management, Product Development, Strategy, Salesforce.com, Project Management, Process Improvement, Analysis, Customer Service, Visio, Sales, Account Management, Retail, CRM, Team Building, Insurance, Data Analysis
Education
North Central College 2009 — 2011
Masters, Business Administration; Marketing
Augustana College 2000 — 2004
Bachelor of Arts, Business Administration; Management and Finance
ULTA Beauty December 2013 - Present
OfficeMax July 2011 - December 2013
INSTEC June 2007 - July 2011
The HON Company September 2004 - June 2007
Merrill Lynch September 2003 - September 2004
Skills
New Business Development, Training, Marketing, Leadership, Management, Product Development, Strategy, Salesforce.com, Project Management, Process Improvement, Analysis, Customer Service, Visio, Sales, Account Management, Retail, CRM, Team Building, Insurance, Data Analysis
Education
North Central College 2009 — 2011
Masters, Business Administration; Marketing
Augustana College 2000 — 2004
Bachelor of Arts, Business Administration; Management and Finance
Eric Handel's Merrill Lynch Experience September 2009 - March 2010
Job .
Industry Financial Services
Experience
PIMCO August 2015 - Present
ABN AMRO Clearing Bank N.V. March 2014 - April 2015
Bank of America March 2010 - March 2014
Merrill Lynch September 2009 - March 2010
Skills
Derivatives, Bloomberg, Swaps, Interest Rate..., Financial Analysis, Credit Derivatives, Equities, Financial Reporting, PowerPoint, SQL, Project Management, VBA, Investment Banking, Capital Markets, Options, Fixed Income, Risk Management
Education
Northeastern Illinois University
BS, Finance
PIMCO August 2015 - Present
ABN AMRO Clearing Bank N.V. March 2014 - April 2015
Bank of America March 2010 - March 2014
Merrill Lynch September 2009 - March 2010
Skills
Derivatives, Bloomberg, Swaps, Interest Rate..., Financial Analysis, Credit Derivatives, Equities, Financial Reporting, PowerPoint, SQL, Project Management, VBA, Investment Banking, Capital Markets, Options, Fixed Income, Risk Management
Education
Northeastern Illinois University
BS, Finance
Tammy Wood, CFP® Tammy Wood, CFP®'s Merrill Lynch Experience June 1997 - December 2003
Job VP/Financial Advisor at Bell State Bank & Trust
Industry Banking
Experience
Bell State Bank & Trust October 2005 - Present
Edward Jones December 2003 - October 2005
Merrill Lynch June 1997 - December 2003
Skills
Retirement Planning, Investment Advisory, Alternative Investments, Mutual Funds, Estate Planning, Fixed Income, Long Term Care Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
University of Mary 1999 — 2001
Master's degree, Business Administration and Management, General
North Dakota State University 1989 — 1993
Bachelor's degree
Bell State Bank & Trust October 2005 - Present
Edward Jones December 2003 - October 2005
Merrill Lynch June 1997 - December 2003
Skills
Retirement Planning, Investment Advisory, Alternative Investments, Mutual Funds, Estate Planning, Fixed Income, Long Term Care Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
University of Mary 1999 — 2001
Master's degree, Business Administration and Management, General
North Dakota State University 1989 — 1993
Bachelor's degree
Nedim Sadic's Merrill Lynch Experience September 2010 - December 2010
Job Officer at The PrivateBank and Trust
Industry Banking
Experience
The PrivateBank and Trust Company November 2014 - Present
Aon September 2011 - November 2014
Merrill Lynch September 2010 - December 2010
Education
North Park University 2007 — 2011
B.Sc Business & Economics
The PrivateBank and Trust Company November 2014 - Present
Aon September 2011 - November 2014
Merrill Lynch September 2010 - December 2010
Education
North Park University 2007 — 2011
B.Sc Business & Economics
Karen M. Dana Karen M. Dana's Merrill Lynch Experience October 1995 - July 1999
Job Marketing Consultant Boston | San Diego | Denver CoFounder/CMO The Galley Ice Cream
Industry Marketing and Advertising
Experience
The Galley Ice Cream November 2014 - Present
C Consulting June 2014 - Present
Sperry Top-Sider April 2010 - June 2014
Arnold Worldwide July 2007 - May 2010
Arnold Worldwide August 2005 - July 2007
Improper Bostonian Magazine July 2000 - March 2005
Scudder Kemper Investments July 1999 - July 2000
Merrill Lynch October 1995 - July 1999
Skills
Extensive marketing,..., Ability to work..., Sensitive to..., High emotional..., Excellent oral and..., Ability to build highly..., Proactive, open-minded,..., Strong mentor and..., Public Relations, Cross-functional Team..., Social Media, Social Networking, Management, Creative Strategy, Trade Shows, Sponsorship, Integrated Marketing, Brand Management, Account Management, Advertising, Brand Development, Creative Direction, Digital Marketing, Direct Mail, Direct Marketing, Graphic Design, Marketing, Marketing Communications, Marketing Strategy, Online Advertising, Social Media Marketing, Strategy
Education
Northeastern University
BS, Psychology
The Galley Ice Cream November 2014 - Present
C Consulting June 2014 - Present
Sperry Top-Sider April 2010 - June 2014
Arnold Worldwide July 2007 - May 2010
Arnold Worldwide August 2005 - July 2007
Improper Bostonian Magazine July 2000 - March 2005
Scudder Kemper Investments July 1999 - July 2000
Merrill Lynch October 1995 - July 1999
Skills
Extensive marketing,..., Ability to work..., Sensitive to..., High emotional..., Excellent oral and..., Ability to build highly..., Proactive, open-minded,..., Strong mentor and..., Public Relations, Cross-functional Team..., Social Media, Social Networking, Management, Creative Strategy, Trade Shows, Sponsorship, Integrated Marketing, Brand Management, Account Management, Advertising, Brand Development, Creative Direction, Digital Marketing, Direct Mail, Direct Marketing, Graphic Design, Marketing, Marketing Communications, Marketing Strategy, Online Advertising, Social Media Marketing, Strategy
Education
Northeastern University
BS, Psychology
Michelle Autuori Michelle Autuori's Merrill Lynch Experience January 2013 - June 2013
Job Campus Recruiting at EY
Industry Human Resources
Experience
EY May 2015 - Present
Northeastern University September 2014 - Present
EY January 2014 - May 2014
Northeastern University Social Enterprise Institute July 2013 - August 2013
Merrill Lynch January 2013 - June 2013
Beacon Communities LLC January 2012 - June 2012
Suffield Academy June 2011 - July 2011
Skills
Microsoft Excel, Social Entrepreneurship, Accounting, Entrepreneurship, Public Speaking, Management, Leadership, PowerPoint, Social Media, Product Management, Financial Accounting, Financial Modeling, Finance, Financial Analysis, Bloomberg
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Accounting and Business/Management
London School of Economics and Political Science 2012 — 2012
Marketing and Management
Suffield Academy 2006 — 2010
High School
EY May 2015 - Present
Northeastern University September 2014 - Present
EY January 2014 - May 2014
Northeastern University Social Enterprise Institute July 2013 - August 2013
Merrill Lynch January 2013 - June 2013
Beacon Communities LLC January 2012 - June 2012
Suffield Academy June 2011 - July 2011
Skills
Microsoft Excel, Social Entrepreneurship, Accounting, Entrepreneurship, Public Speaking, Management, Leadership, PowerPoint, Social Media, Product Management, Financial Accounting, Financial Modeling, Finance, Financial Analysis, Bloomberg
Education
Northeastern University 2010 — 2015
Bachelor's Degree, Accounting and Business/Management
London School of Economics and Political Science 2012 — 2012
Marketing and Management
Suffield Academy 2006 — 2010
High School
Brenna Gribbin Brenna Gribbin's Merrill Lynch Experience January 2008 - July 2008
Job Account Manager at Amazon
Industry Marketing and Advertising
Experience
Amazon November 2014 - Present
Time Inc. August 2013 - November 2014
Time Inc. April 2012 - August 2013
Institute for International Research August 2010 - April 2012
Fidessa LatentZero January 2009 - September 2009
Merrill Lynch January 2008 - July 2008
Bicon January 2007 - July 2007
Skills
Microsoft Excel, Analysis, Social Media Marketing, Business Development, New Business Development, Lead Generation, Marketing, Sales, Salesforce.com, Marketing Strategy, Customer Service, Management, Online Advertising
Education
Northeastern University 2005 — 2010
Bachelor of Science (BS), Marketing
Amazon November 2014 - Present
Time Inc. August 2013 - November 2014
Time Inc. April 2012 - August 2013
Institute for International Research August 2010 - April 2012
Fidessa LatentZero January 2009 - September 2009
Merrill Lynch January 2008 - July 2008
Bicon January 2007 - July 2007
Skills
Microsoft Excel, Analysis, Social Media Marketing, Business Development, New Business Development, Lead Generation, Marketing, Sales, Salesforce.com, Marketing Strategy, Customer Service, Management, Online Advertising
Education
Northeastern University 2005 — 2010
Bachelor of Science (BS), Marketing
Megan O'Hara's Merrill Lynch Experience January 2014 - June 2014
Job Business Advisory Intern at EY
Industry Accounting
Experience
Northeastern University September 2013 - Present
EY January 2015 - June 2015
Merrill Lynch January 2014 - June 2014
Feeley & Driscoll, P.C. January 2013 - June 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science Degree
London School of Economics and Political Science 2013 — 2013
Sanford H. Calhoun High School 2007 — 2011
High School Diploma
Northeastern University September 2013 - Present
EY January 2015 - June 2015
Merrill Lynch January 2014 - June 2014
Feeley & Driscoll, P.C. January 2013 - June 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science Degree
London School of Economics and Political Science 2013 — 2013
Sanford H. Calhoun High School 2007 — 2011
High School Diploma
Tina Shea Tina Shea's Merrill Lynch Experience June 1997 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1997 - Present
Skills
Series 7, Series 66, Series 63, Wealth Management
Education
North Dakota State University 1989 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
Merrill Lynch June 1997 - Present
Skills
Series 7, Series 66, Series 63, Wealth Management
Education
North Dakota State University 1989 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General
Jeff Horan Jeff Horan's Merrill Lynch Experience June 2009 - August 2009
Job vArchitect
Industry Information Technology and Services
Experience
VCE, the Virtual Computing Environment Company August 2012 - Present
Sigma Phi Epsilon June 2011 - May 2012
Carahsoft Technology Corp. May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Vector Marketing May 2009 - August 2009
Net 100, Ltd June 2008 - August 2008
Skills
Leadership, Salesforce.com, Recruiting, Team Leadership
Education
North Carolina State University 2007 — 2011
Bachelor of Science (BS), Finance, General
James Madison High School
VCE, the Virtual Computing Environment Company August 2012 - Present
Sigma Phi Epsilon June 2011 - May 2012
Carahsoft Technology Corp. May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Vector Marketing May 2009 - August 2009
Net 100, Ltd June 2008 - August 2008
Skills
Leadership, Salesforce.com, Recruiting, Team Leadership
Education
North Carolina State University 2007 — 2011
Bachelor of Science (BS), Finance, General
James Madison High School
Rachel Stephenson's Merrill Lynch Experience December 2006 - December 2008
Job Corporate Sales and Development Consultant
Industry Financial Services
Experience
PNC June 2011 - Present
Wachovia, A Wells Fargo Company March 2009 - July 2010
Merrill Lynch December 2006 - December 2008
Meridian Residential September 2004 - December 2006
National Mortgage July 2000 - June 2004
Skills
Leadership, Management, Credit, CRM, Process Improvement, Data Science, Statistical Data..., Business Development, Strategic Planning, Data Analysis, Public Speaking, Customer Service, Finance, Budgets, Sales, Financial Services, Volunteering, Coaching, Customer Relations, Coaching Staff, Strategy, Insurance, Account Management, Risk Management, Portfolio Management, Entrepreneurship, Wealth Management, Sales Management, Decision Theory, Communication, Market Research, Leadership Development, Business Strategy, Sales Operations, Financial Analysis, Retail, Forecasting, Business Planning, Marketing, Teamwork, Strategic Financial..., Start-ups, Investments, Selling, Financial Modeling, New Business Development
Education
North Carolina State University 2004 — 2005
Six Sigma Certified - Green Belt
The College of Wooster 1992 — 1996
BA, History
Institut Fuer Europaische Studien 1994 — 1995
Wake Technical Community College
Associate's Degree, Pursuing Data Analytics
PNC June 2011 - Present
Wachovia, A Wells Fargo Company March 2009 - July 2010
Merrill Lynch December 2006 - December 2008
Meridian Residential September 2004 - December 2006
National Mortgage July 2000 - June 2004
Skills
Leadership, Management, Credit, CRM, Process Improvement, Data Science, Statistical Data..., Business Development, Strategic Planning, Data Analysis, Public Speaking, Customer Service, Finance, Budgets, Sales, Financial Services, Volunteering, Coaching, Customer Relations, Coaching Staff, Strategy, Insurance, Account Management, Risk Management, Portfolio Management, Entrepreneurship, Wealth Management, Sales Management, Decision Theory, Communication, Market Research, Leadership Development, Business Strategy, Sales Operations, Financial Analysis, Retail, Forecasting, Business Planning, Marketing, Teamwork, Strategic Financial..., Start-ups, Investments, Selling, Financial Modeling, New Business Development
Education
North Carolina State University 2004 — 2005
Six Sigma Certified - Green Belt
The College of Wooster 1992 — 1996
BA, History
Institut Fuer Europaische Studien 1994 — 1995
Wake Technical Community College
Associate's Degree, Pursuing Data Analytics
Grant Meek Grant Meek's Merrill Lynch Experience July 2004 - August 2005
Job Sr. Advisor, Commerical Business Strategy & Corporate Development at Dell
Industry Venture Capital & Private Equity
Experience
Dell July 2012 - Present
Group M Investments June 2009 - November 2012
Intervale Capital July 2008 - June 2009
Sanders Morris Harris August 2005 - July 2008
Merrill Lynch July 2004 - August 2005
Merrill Lynch August 1999 - July 2004
Skills
Brazilian Portuguese, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Real Estate Private..., SEO, Portfolio Management, Finance, Equities, Investments, Business Strategy
Education
Southern Methodist University 2010 — 2012
Master of Business Administration (MBA), Accounting and Strategy
Northeastern State University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, 3.76
Dell July 2012 - Present
Group M Investments June 2009 - November 2012
Intervale Capital July 2008 - June 2009
Sanders Morris Harris August 2005 - July 2008
Merrill Lynch July 2004 - August 2005
Merrill Lynch August 1999 - July 2004
Skills
Brazilian Portuguese, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Real Estate Private..., SEO, Portfolio Management, Finance, Equities, Investments, Business Strategy
Education
Southern Methodist University 2010 — 2012
Master of Business Administration (MBA), Accounting and Strategy
Northeastern State University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, 3.76
Michael Hurley's Merrill Lynch Experience January 2005 - December 2005
Job Director of Sales at Core Security Inc.
Industry Computer & Network Security
Experience
Core Security Inc. November 2014 - Present
Core Security Inc. October 2013 - November 2014
Core Security Inc. January 2012 - October 2013
Core Security Inc. July 2009 - December 2011
Core Security Inc. January 2006 - June 2009
Merrill Lynch January 2005 - December 2005
Skills
CRM, Enterprise Software, SaaS, Selling, Sales Management, Account Management, Sales Process, Strategy, Salesforce.com, Sales Operations, Start-ups, Security, Sales, Leadership, Client Relationship..., Lead Generation, Cloud Computing, Team Management, Networking, Professional Services, Solution Selling, Information Security
Education
Northeastern University 2003 — 2007
BA, Marketing, Entrepreneurship
Boston College High School
Core Security Inc. November 2014 - Present
Core Security Inc. October 2013 - November 2014
Core Security Inc. January 2012 - October 2013
Core Security Inc. July 2009 - December 2011
Core Security Inc. January 2006 - June 2009
Merrill Lynch January 2005 - December 2005
Skills
CRM, Enterprise Software, SaaS, Selling, Sales Management, Account Management, Sales Process, Strategy, Salesforce.com, Sales Operations, Start-ups, Security, Sales, Leadership, Client Relationship..., Lead Generation, Cloud Computing, Team Management, Networking, Professional Services, Solution Selling, Information Security
Education
Northeastern University 2003 — 2007
BA, Marketing, Entrepreneurship
Boston College High School
Judy Nagel Judy Nagel's Merrill Lynch Experience July 1982 - May 1990
Job Vice President Investment Officer, ChFC at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 1990 - Present
Merrill Lynch July 1982 - May 1990
Northwestern Mutual June 1981 - January 1982
Skills
Retirement Planning, Finance, Insurance, Small Business, Mutual Funds, Public Speaking, Investments, Strategic Planning, Financial Analysis, Leadership, Long-term Care, Budgets, Customer Service, Event Planning, Nonprofits
Education
North Iowa Area Community College 1969 — 1971
Associate of Arts, Liberal Arts
Mason City High School
Mason City High School
The American College
ChFC, Investment Planning
Wells Fargo Advisors, LLC May 1990 - Present
Merrill Lynch July 1982 - May 1990
Northwestern Mutual June 1981 - January 1982
Skills
Retirement Planning, Finance, Insurance, Small Business, Mutual Funds, Public Speaking, Investments, Strategic Planning, Financial Analysis, Leadership, Long-term Care, Budgets, Customer Service, Event Planning, Nonprofits
Education
North Iowa Area Community College 1969 — 1971
Associate of Arts, Liberal Arts
Mason City High School
Mason City High School
The American College
ChFC, Investment Planning
Brian Whitaker Brian Whitaker's Merrill Lynch Experience 1994 - 1998
Job VP & Client Advisor at Laird Norton Wealth Managent
Industry Financial Services
Experience
Laird Norton Wealth Management September 2003 - Present
North Park University January 2007 - January 2013
Evangelical Covenant Church - North Pacific Conference April 2009 - January 2012
ASA Advisors 2001 - 2003
RBC Wealth Management 1997 - 2001
Merrill Lynch 1994 - 1998
3M 1989 - 1994
Skills
Portfolio Management, Financial Planning, Wealth Management, Estate Planning, Asset Allocation, Retirement Planning, Philanthropy, Financial Analysis, Securities, Strategic Planning, Elder Care Planning, Wealth, Strategy, Financial Planners, Financial Advisory, Management, Financial Services, Finance
Education
North Park University 1986 — 1989
BA, Economics
Laird Norton Wealth Management September 2003 - Present
North Park University January 2007 - January 2013
Evangelical Covenant Church - North Pacific Conference April 2009 - January 2012
ASA Advisors 2001 - 2003
RBC Wealth Management 1997 - 2001
Merrill Lynch 1994 - 1998
3M 1989 - 1994
Skills
Portfolio Management, Financial Planning, Wealth Management, Estate Planning, Asset Allocation, Retirement Planning, Philanthropy, Financial Analysis, Securities, Strategic Planning, Elder Care Planning, Wealth, Strategy, Financial Planners, Financial Advisory, Management, Financial Services, Finance
Education
North Park University 1986 — 1989
BA, Economics
Daniel Gilroy Daniel Gilroy's Merrill Lynch Experience July 2007 - December 2007
Job Institutional Equity Sales at CLSA
Industry Capital Markets
Experience
CLSA October 2014 - Present
Vertical Research Partners March 2013 - July 2014
Strategas Research Partners June 2010 - February 2013
MFS Investment Management June 2009 - January 2010
Merrill Lynch July 2007 - December 2007
Education
Northeastern University 2006 — 2010
BA, Economics, Business Administration
CLSA October 2014 - Present
Vertical Research Partners March 2013 - July 2014
Strategas Research Partners June 2010 - February 2013
MFS Investment Management June 2009 - January 2010
Merrill Lynch July 2007 - December 2007
Education
Northeastern University 2006 — 2010
BA, Economics, Business Administration
Adham Nemeh Adham Nemeh's Merrill Lynch Experience June 2009 - August 2009
Job Assistant Manager at Pulmonary Consultants
Industry Medical Practice
Experience
Pulmonary Consultants January 2006 - Present
Mecca January 2008 - Present
Merrill Lynch June 2009 - August 2009
2006 United Nations June 2006 - August 2006
Unimar November 2004 - March 2006
Skills
Proficient in the use..., Purchasing, Market Research, Marketing Strategy, Salesforce.com, Sales Management, Medical Management, International Business, Research, Management, Sales, Fundraising, Healthcare
Education
North Central College 2005 — 2009
Bachelor of Arts, International Business and Marketing
Pulmonary Consultants January 2006 - Present
Mecca January 2008 - Present
Merrill Lynch June 2009 - August 2009
2006 United Nations June 2006 - August 2006
Unimar November 2004 - March 2006
Skills
Proficient in the use..., Purchasing, Market Research, Marketing Strategy, Salesforce.com, Sales Management, Medical Management, International Business, Research, Management, Sales, Fundraising, Healthcare
Education
North Central College 2005 — 2009
Bachelor of Arts, International Business and Marketing
John Vetrovec John Vetrovec's Merrill Lynch Experience May 2000 - January 2009
Job Associate Vice President, Davenport & Co LLC
Industry Financial Services
Experience
Davenport & Company LLC January 2009 - Present
Merrill Lynch May 2000 - January 2009
Skills
Certified Financial...
Education
North Carolina State University 1994 — 1999
BS, Textile and Apparel Management
Davenport & Company LLC January 2009 - Present
Merrill Lynch May 2000 - January 2009
Skills
Certified Financial...
Education
North Carolina State University 1994 — 1999
BS, Textile and Apparel Management
Greg Bratshpis Greg Bratshpis's Merrill Lynch Experience 1994 - 1997
Job at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2011 - Present
UBS Investment Bank 2010 - 2011
Wachovia 2007 - 2010
Credit Suisse 2006 - 2007
United Health Group 2003 - 2006
IntegraSolv Corp. 1997 - 2002
Merrill Lynch 1994 - 1997
AT&T 1990 - 1994
Skills
Product Development, Team Building, Finance, Budgets, Executive Management, Marketing, Sales, Back Office, Securities, Business Process..., Capital Markets, Software Project..., Requirements Analysis, Data Warehousing, Requirements Gathering, Agile Methodologies, Business Intelligence, Business Process..., Cross-functional Team..., Data Modeling, Financial Markets, Product Management, Project Portfolio..., Solution Architecture, Start-ups, Strategy, Technical Leadership, Vendor Management, Business Requirements, Derivatives, Electronic Trading, FX Options, Management Consulting, Market Data, Banking
Education
Northeastern University 1989 — 1990
MS, Computer Science
Moscow Institute of Chemical Machinery 1978 — 1983
MS, Mechanical Engineering
Deutsche Bank 2011 - Present
UBS Investment Bank 2010 - 2011
Wachovia 2007 - 2010
Credit Suisse 2006 - 2007
United Health Group 2003 - 2006
IntegraSolv Corp. 1997 - 2002
Merrill Lynch 1994 - 1997
AT&T 1990 - 1994
Skills
Product Development, Team Building, Finance, Budgets, Executive Management, Marketing, Sales, Back Office, Securities, Business Process..., Capital Markets, Software Project..., Requirements Analysis, Data Warehousing, Requirements Gathering, Agile Methodologies, Business Intelligence, Business Process..., Cross-functional Team..., Data Modeling, Financial Markets, Product Management, Project Portfolio..., Solution Architecture, Start-ups, Strategy, Technical Leadership, Vendor Management, Business Requirements, Derivatives, Electronic Trading, FX Options, Management Consulting, Market Data, Banking
Education
Northeastern University 1989 — 1990
MS, Computer Science
Moscow Institute of Chemical Machinery 1978 — 1983
MS, Mechanical Engineering
Jake Rogers Jake Rogers's Merrill Lynch Experience January 2008 - July 2008
Job Senior Associate at Prudential Financial
Industry Capital Markets
Experience
Prudential Financial October 2013 - Present
Hyman Beck & Company, Inc. September 2011 - October 2013
Argopoint LLC September 2010 - May 2011
Societe Generale January 2010 - August 2010
Merrill Lynch January 2008 - July 2008
Skills
VBA, HTML, Microsoft Office, Website Development, Derivatives, Trading, Credit, Bloomberg, Financial Modeling, Fixed Income, Equities, Options, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Trading Systems, Capital Markets, Asset Managment, Microsoft Excel, Investments, Risk Management, Data Warehousing, Data Management, Operational Risk..., Technology Integration, Securities, Alternative Investments
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree; Dual, Finance and Accounting
Sparta High School 2002 — 2006
Prudential Financial October 2013 - Present
Hyman Beck & Company, Inc. September 2011 - October 2013
Argopoint LLC September 2010 - May 2011
Societe Generale January 2010 - August 2010
Merrill Lynch January 2008 - July 2008
Skills
VBA, HTML, Microsoft Office, Website Development, Derivatives, Trading, Credit, Bloomberg, Financial Modeling, Fixed Income, Equities, Options, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Trading Systems, Capital Markets, Asset Managment, Microsoft Excel, Investments, Risk Management, Data Warehousing, Data Management, Operational Risk..., Technology Integration, Securities, Alternative Investments
Education
Northeastern University 2006 — 2011
Bachelor of Science Degree; Dual, Finance and Accounting
Sparta High School 2002 — 2006
Elliot West Elliot West's Merrill Lynch Experience 2012 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Merrill Lynch July 2010 - July 2011
Fidelity Investments April 2007 - February 2009
Fidelity Investments February 2005 - April 2007
Fidelity Investments 2000 - 2004
Fidelity Investments 1993 - 2000
Education
Northeastern University 1981 — 1986
BSBA, Finance
Merrill Lynch 2012 - Present
Merrill Lynch July 2010 - July 2011
Fidelity Investments April 2007 - February 2009
Fidelity Investments February 2005 - April 2007
Fidelity Investments 2000 - 2004
Fidelity Investments 1993 - 2000
Education
Northeastern University 1981 — 1986
BSBA, Finance
Krista Krouse Krista Krouse's Merrill Lynch Experience 2003 - 2003
Job Key Account Manager at W.L. Gore and Associates
Industry Consumer Goods
Experience
W.L. Gore & Associates September 2010 - Present
3M August 2005 - September 2010
3M Company June 2004 - August 2005
Merrill Lynch 2003 - 2003
Skills
Sales, Negotiation, Marketing Strategy, Team Building, Process Improvement, Leadership, Strategic Planning, Coaching, Microsoft Office, Business Strategy, Business Analysis, Six Sigma, Management, Account Management, New Business Development, Business Development, Sales Operations, Key Account Management
Education
North Central University 2000 — 2004
Bachelor of Arts, Business Adminsistration
W.L. Gore & Associates September 2010 - Present
3M August 2005 - September 2010
3M Company June 2004 - August 2005
Merrill Lynch 2003 - 2003
Skills
Sales, Negotiation, Marketing Strategy, Team Building, Process Improvement, Leadership, Strategic Planning, Coaching, Microsoft Office, Business Strategy, Business Analysis, Six Sigma, Management, Account Management, New Business Development, Business Development, Sales Operations, Key Account Management
Education
North Central University 2000 — 2004
Bachelor of Arts, Business Adminsistration
Christopher Alexis Christopher Alexis's Merrill Lynch Experience January 2008 - August 2008
Job Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2012 - Present
Morgan Stanley August 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
Merrill Lynch January 2008 - August 2008
PNC Bank June 2006 - September 2006
Brookstreet Securities Corporation May 2006 - September 2006
Crescent Credit Union November 2004 - May 2005
Skills
Equities, Valuation, Financial Analysis, Investments, Financial Modeling, Risk Management, Finance, Portfolio Management, Mutual Funds
Education
Northeastern University 2005 — 2011
Bachelor of Science, Economics
Bessemer Trust April 2012 - Present
Morgan Stanley August 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
Merrill Lynch January 2008 - August 2008
PNC Bank June 2006 - September 2006
Brookstreet Securities Corporation May 2006 - September 2006
Crescent Credit Union November 2004 - May 2005
Skills
Equities, Valuation, Financial Analysis, Investments, Financial Modeling, Risk Management, Finance, Portfolio Management, Mutual Funds
Education
Northeastern University 2005 — 2011
Bachelor of Science, Economics
Beth Ritter Beth Ritter's Merrill Lynch Experience July 2007 - December 2007
Job Marketing Manager at SOHO Publishing
Industry Marketing and Advertising
Experience
SOHO Publishing November 2011 - Present
SoHo Publishing August 2010 - November 2011
Guggenheim Museum June 2009 - August 2009
Merrill Lynch July 2007 - December 2007
Eaton Vance July 2006 - December 2006
Skills
Marketing, Social Media Marketing, Social Media, Social Networking, Editing, Event Management, Email Marketing, Event Planning, Public Relations, Advertising, Copywriting, Facebook, Marketing Communications, Marketing Strategy
Education
Northeastern University 2003 — 2008
BSBA, Marketing, Management
SOHO Publishing November 2011 - Present
SoHo Publishing August 2010 - November 2011
Guggenheim Museum June 2009 - August 2009
Merrill Lynch July 2007 - December 2007
Eaton Vance July 2006 - December 2006
Skills
Marketing, Social Media Marketing, Social Media, Social Networking, Editing, Event Management, Email Marketing, Event Planning, Public Relations, Advertising, Copywriting, Facebook, Marketing Communications, Marketing Strategy
Education
Northeastern University 2003 — 2008
BSBA, Marketing, Management
Brittany Parisi Brittany Parisi's Merrill Lynch Experience December 2006 - July 2007
Job Associate at Stonehaven, LLC
Industry Investment Banking
Experience
STONEHAVEN, LLC November 2013 - Present
Barclays Capital February 2010 - November 2013
Credit Suisse October 2009 - December 2009
Instituto Poblano para la Productividad Competitiva January 2008 - May 2008
Merrill Lynch December 2006 - July 2007
Education
Northeastern University 2004 — 2009
BSIB, International Business with a Concentration in Finance
STONEHAVEN, LLC November 2013 - Present
Barclays Capital February 2010 - November 2013
Credit Suisse October 2009 - December 2009
Instituto Poblano para la Productividad Competitiva January 2008 - May 2008
Merrill Lynch December 2006 - July 2007
Education
Northeastern University 2004 — 2009
BSIB, International Business with a Concentration in Finance
Taylor Frank Taylor Frank's Merrill Lynch Experience June 2010 - August 2010
Job Insurance Account Representative at State Farm
Industry Insurance
Experience
State Farm September 2013 - Present
Epicor Software June 2013 - September 2013
Carlson School of Management January 2012 - April 2013
First National Bank of Battle Lake May 2011 - August 2012
Merrill Lynch June 2010 - August 2010
Skills
Business Development, Insurance, Sales, Financial Analysis, Banking, Life Insurance, Risk Management, Finance, Financial Services, Customer Service, Salesforce.com, Business Analysis, Strategic Financial..., Property & Casualty..., Account Management
Education
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Arts (BA), Economics & Minor in Management
North Dakota State University 2009 — 2009
State Farm September 2013 - Present
Epicor Software June 2013 - September 2013
Carlson School of Management January 2012 - April 2013
First National Bank of Battle Lake May 2011 - August 2012
Merrill Lynch June 2010 - August 2010
Skills
Business Development, Insurance, Sales, Financial Analysis, Banking, Life Insurance, Risk Management, Finance, Financial Services, Customer Service, Salesforce.com, Business Analysis, Strategic Financial..., Property & Casualty..., Account Management
Education
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Arts (BA), Economics & Minor in Management
North Dakota State University 2009 — 2009
Matthew Saitta's Merrill Lynch Experience January 2012 - June 2012
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
IDEA: Northeastern's Venture Accelerator May 2011 - December 2014
Morgan Stanley January 2014 - June 2014
Hercules Technology Growth Capital January 2013 - June 2013
Merrill Lynch January 2012 - June 2012
Vail Resorts May 2011 - September 2011
Education
Northeastern University 2010 — 2015
BS, Business Administration, Finance, 3.95
Northeastern University 2010 — 2015
BS, Psychology, 3.95
London School of Economics and Political Science 2012 — 2012
Summer Sessions I & II, 2012
Chaminade High School 2006 — 2010
Morgan Stanley June 2015 - Present
IDEA: Northeastern's Venture Accelerator May 2011 - December 2014
Morgan Stanley January 2014 - June 2014
Hercules Technology Growth Capital January 2013 - June 2013
Merrill Lynch January 2012 - June 2012
Vail Resorts May 2011 - September 2011
Education
Northeastern University 2010 — 2015
BS, Business Administration, Finance, 3.95
Northeastern University 2010 — 2015
BS, Psychology, 3.95
London School of Economics and Political Science 2012 — 2012
Summer Sessions I & II, 2012
Chaminade High School 2006 — 2010
Vincent Romano Vincent Romano's Merrill Lynch Experience 1985 - 1991
Job Editor at www.TaylorStreetArchives.com
Industry Financial Services
Experience
World Trade Council 2012 - Present
www.TaylorStreetArchives.com 2006 - Present
Morgan Stanley Smith Barney August 2003 - September 2012
Wachovia Securities Financial Network 1991 - 2003
Merrill Lynch 1985 - 1991
Skills
Retirement Planning, Customer Service, Estate Planning, IRAs, Retirement, Wealth Management, Series 7, Series 63, Public Speaking, Mutual Funds, Investment Advisory, Investments, Financial Risk, Strategic Financial..., Equities, Small Business, Options, Finance, Fundraising, Insurance, Portfolio Management, 401k, Trading, Risk Management
Education
Northeastern Illinois University
masters, Psychology
World Trade Council 2012 - Present
www.TaylorStreetArchives.com 2006 - Present
Morgan Stanley Smith Barney August 2003 - September 2012
Wachovia Securities Financial Network 1991 - 2003
Merrill Lynch 1985 - 1991
Skills
Retirement Planning, Customer Service, Estate Planning, IRAs, Retirement, Wealth Management, Series 7, Series 63, Public Speaking, Mutual Funds, Investment Advisory, Investments, Financial Risk, Strategic Financial..., Equities, Small Business, Options, Finance, Fundraising, Insurance, Portfolio Management, 401k, Trading, Risk Management
Education
Northeastern Illinois University
masters, Psychology
Eliza Ulaszek Eliza Ulaszek's Merrill Lynch Experience January 2008 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
JP Morgan Chase September 2006 - January 2008
Chase Bank December 2005 - September 2006
Skills
Investments, Portfolio Management, Microsoft Excel, Microsoft Word, Data Management, Microsoft Office, Outlook, Customer Relations, Financial Services, Financial Planning, Stock Market, Relationship Management, Account Management
Education
Northeastern Illinois University 2004 — 2007
Bachelor of Science in Finance
Merrill Lynch January 2008 - Present
JP Morgan Chase September 2006 - January 2008
Chase Bank December 2005 - September 2006
Skills
Investments, Portfolio Management, Microsoft Excel, Microsoft Word, Data Management, Microsoft Office, Outlook, Customer Relations, Financial Services, Financial Planning, Stock Market, Relationship Management, Account Management
Education
Northeastern Illinois University 2004 — 2007
Bachelor of Science in Finance
Michael Mandell's Merrill Lynch Experience June 2007 - June 2009
Job Director, Global Energy & Commodities
Industry Investment Banking
Experience
Natixis November 2014 - Present
Scotiabank December 2012 - April 2014
Standard Chartered Bank September 2011 - November 2012
Standard Chartered Bank June 2009 - October 2011
Merrill Lynch June 2007 - June 2009
Merrill Lynch August 2006 - June 2007
Skills
Trading, Commodities, Structuring, Commodity, Financial Structuring, Commodity Markets, Derivatives, FX Options, Financial Markets, Structured Finance, Foreign Exchange, Credit, Fixed Income, Credit Risk, Private Equity, Financial Risk, Finance, Capital Markets
Education
Northeastern University 2001 — 2006
BS, Finance, Management, & Marketing
Natixis November 2014 - Present
Scotiabank December 2012 - April 2014
Standard Chartered Bank September 2011 - November 2012
Standard Chartered Bank June 2009 - October 2011
Merrill Lynch June 2007 - June 2009
Merrill Lynch August 2006 - June 2007
Skills
Trading, Commodities, Structuring, Commodity, Financial Structuring, Commodity Markets, Derivatives, FX Options, Financial Markets, Structured Finance, Foreign Exchange, Credit, Fixed Income, Credit Risk, Private Equity, Financial Risk, Finance, Capital Markets
Education
Northeastern University 2001 — 2006
BS, Finance, Management, & Marketing
Raymond Banta Raymond Banta's Merrill Lynch Experience 2006 - 2008
Job Operations & Financial Management Executive
Industry Financial Services
Experience
Banta Consulting LLC 2008 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1994 - 2000
Merrill Lynch 1990 - 1994
Merrill Lynch 1987 - 1990
Sterling Drug Inc 1984 - 1987
Education
New York University - Leonard N. Stern School of Business
MBA
Northeastern University
BS
Banta Consulting LLC 2008 - Present
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1994 - 2000
Merrill Lynch 1990 - 1994
Merrill Lynch 1987 - 1990
Sterling Drug Inc 1984 - 1987
Education
New York University - Leonard N. Stern School of Business
MBA
Northeastern University
BS
Chris Grassa Chris Grassa's Merrill Lynch Experience January 2008 - December 2008
Job Vice President, Bank of America
Industry Financial Services
Experience
Bank of America January 2010 - Present
Bank of America January 2009 - December 2009
Merrill Lynch January 2008 - December 2008
Merrill Lynch April 2007 - December 2007
Merrill Lynch September 2006 - March 2007
Merrill Lynch January 2005 - August 2005
Partners HealthCare January 2003 - May 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Business Intelligence, Requirements Analysis, Business Process, CRM, Business Requirements, IT Strategy, Data Warehousing, Project Management, SQL
Education
Northeastern University 2001 — 2006
BS, Finance, Management Information Systems
Bank of America January 2010 - Present
Bank of America January 2009 - December 2009
Merrill Lynch January 2008 - December 2008
Merrill Lynch April 2007 - December 2007
Merrill Lynch September 2006 - March 2007
Merrill Lynch January 2005 - August 2005
Partners HealthCare January 2003 - May 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Business Intelligence, Requirements Analysis, Business Process, CRM, Business Requirements, IT Strategy, Data Warehousing, Project Management, SQL
Education
Northeastern University 2001 — 2006
BS, Finance, Management Information Systems
Monique Patel Monique Patel's Merrill Lynch Experience June 2014 - June 2015
Job Senior Operations Analyst at Bank of America
Industry Financial Services
Experience
Merrill Lynch June 2014 - June 2015
State Street Global Markets January 2013 - June 2013
The Boston Consulting Group January 2012 - June 2012
Brown Brothers Harriman January 2011 - June 2011
Skills
Risk Management, PowerPoint, Microsoft Excel, Foreign Currency..., Access, Finance, Management, Bloomberg Terminal, Bloomberg
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Business Administration - Finance & Management
Merrill Lynch June 2014 - June 2015
State Street Global Markets January 2013 - June 2013
The Boston Consulting Group January 2012 - June 2012
Brown Brothers Harriman January 2011 - June 2011
Skills
Risk Management, PowerPoint, Microsoft Excel, Foreign Currency..., Access, Finance, Management, Bloomberg Terminal, Bloomberg
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Business Administration - Finance & Management
Micah Spinelli Micah Spinelli's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch
Industry Public Relations and Communications
Experience
Merrill Lynch June 2014 - Present
The Van Tharp Institute October 2012 - Present
Merrill Lynch 2014 - 2015
Merrill Lynch 2014 - 2015
Merrill Lynch 2014 - 2015
Sears Holdings Corporation May 2012 - September 2012
Holy Cow Branding August 2011 - April 2012
MMI Public Relations August 2011 - September 2011
Banana Republic June 2007 - December 2010
North Carolina Republican Party January 2010 - June 2010
Skills
Branding & Identity, Social Media Marketing, Facebook, Leadership, Social Networking, Public Relations, Social Media, Strategic Communications, Press Releases, Editing, Time Management
Education
North Carolina State University 2008 — 2012
Bachelor of Science, Public Relations, Spanish, Journalism
Merrill Lynch June 2014 - Present
The Van Tharp Institute October 2012 - Present
Merrill Lynch 2014 - 2015
Merrill Lynch 2014 - 2015
Merrill Lynch 2014 - 2015
Sears Holdings Corporation May 2012 - September 2012
Holy Cow Branding August 2011 - April 2012
MMI Public Relations August 2011 - September 2011
Banana Republic June 2007 - December 2010
North Carolina Republican Party January 2010 - June 2010
Skills
Branding & Identity, Social Media Marketing, Facebook, Leadership, Social Networking, Public Relations, Social Media, Strategic Communications, Press Releases, Editing, Time Management
Education
North Carolina State University 2008 — 2012
Bachelor of Science, Public Relations, Spanish, Journalism
Daniel Gerard, C.P.M. Daniel Gerard, C.P.M.'s Merrill Lynch Experience October 2004 - April 2009
Job Senior Global Commodity Specialist at HSBC
Industry Information Technology and Services
Experience
UBS Wealth Management September 2013 - January 2014
New York Life Insurance Company March 2011 - June 2013
Jefferies & Company April 2010 - January 2011
Panasonic September 2009 - November 2009
Merrill Lynch October 2004 - April 2009
Citi January 2004 - September 2004
Philips May 2001 - May 2003
Verizon Communications June 1996 - May 2001
NEC November 1988 - May 1996
US Army November 1978 - June 1982
Skills
Contract Negotiation, Vendor Management, Cross-functional Team..., Telecommunications, Negotiation, Process Improvement, SAP, Global Strategic..., Software Procurement, Contract Management, Change Management, Frictionless E-Sourcing, Product Development, Supply Chain, Global Sourcing, Supply Chain Management, Sourcing, Six Sigma, Strategy, Management, Logistics, Operations Management, Outsourcing, Risk Management, Leadership, Business Process..., Purchasing, Program Management, Training, CRM, Professional Services, Procurement, Business Analysis, Strategic Sourcing
Education
Salem State University
B.S., Business Management
Northeastern University
Commercial Pilot
UBS Wealth Management September 2013 - January 2014
New York Life Insurance Company March 2011 - June 2013
Jefferies & Company April 2010 - January 2011
Panasonic September 2009 - November 2009
Merrill Lynch October 2004 - April 2009
Citi January 2004 - September 2004
Philips May 2001 - May 2003
Verizon Communications June 1996 - May 2001
NEC November 1988 - May 1996
US Army November 1978 - June 1982
Skills
Contract Negotiation, Vendor Management, Cross-functional Team..., Telecommunications, Negotiation, Process Improvement, SAP, Global Strategic..., Software Procurement, Contract Management, Change Management, Frictionless E-Sourcing, Product Development, Supply Chain, Global Sourcing, Supply Chain Management, Sourcing, Six Sigma, Strategy, Management, Logistics, Operations Management, Outsourcing, Risk Management, Leadership, Business Process..., Purchasing, Program Management, Training, CRM, Professional Services, Procurement, Business Analysis, Strategic Sourcing
Education
Salem State University
B.S., Business Management
Northeastern University
Commercial Pilot
Nancy Given Nancy Given's Merrill Lynch Experience February 2004 - January 2005
Job Account Manager at ARRichburg, LLC
Industry Computer Software
Leslie Cannon Leslie Cannon's Merrill Lynch Experience June 2005 - August 2006
Job Relationship Associate, Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
McGladrey July 2013 - June 2015
McGladrey October 2008 - June 2013
Merrill Lynch June 2005 - August 2006
GEM Realty Capital, Inc. October 2003 - June 2006
UBS June 2003 - October 2003
Lehman Brothers February 2001 - June 2003
Lehman Brothers September 2000 - January 2001
Skills
Wealth Management..., Cash Management, Personal Financial..., Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Client Service Oriented, Manage Client..., Client Education, Series 7, Series 66
Education
Northeastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), Secondary Education, English
Rutgers University 2000 — 2000
Credit Suisse May 2015 - Present
McGladrey July 2013 - June 2015
McGladrey October 2008 - June 2013
Merrill Lynch June 2005 - August 2006
GEM Realty Capital, Inc. October 2003 - June 2006
UBS June 2003 - October 2003
Lehman Brothers February 2001 - June 2003
Lehman Brothers September 2000 - January 2001
Skills
Wealth Management..., Cash Management, Personal Financial..., Investment Advisory, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Client Service Oriented, Manage Client..., Client Education, Series 7, Series 66
Education
Northeastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), Secondary Education, English
Rutgers University 2000 — 2000
Mary Hannah Fincher's Merrill Lynch Experience February 2013 - Present
Job Wealth Management Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch August 2012 - Present
Credit Suisse June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Corporate Finance, PowerPoint, Microsoft Office, Finance, Investments
Education
North Carolina State University 2008 — 2012
B. S. Business Administration,, Finance
Merrill Lynch February 2013 - Present
Merrill Lynch August 2012 - Present
Credit Suisse June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Corporate Finance, PowerPoint, Microsoft Office, Finance, Investments
Education
North Carolina State University 2008 — 2012
B. S. Business Administration,, Finance
Constanza Peuriot Constanza Peuriot's Merrill Lynch Experience July 2006 - December 2006
Job SVP, Global Business Growth Officer at BPN Global Headquarters
Industry Marketing and Advertising
Experience
BPN Global Headquarters November 2012 - Present
MPG November 2011 - Present
MPG June 2010 - November 2011
MPG February 2008 - June 2010
Lloyd and Company August 2007 - January 2008
Merrill Lynch July 2006 - December 2006
Richemont July 2004 - February 2005
Skills
Online Advertising, New Business Development, Digital Marketing, Marketing Strategy, Brand Management, Account Management, Business Development, Strategy, Marketing, Digital Strategy, Integrated Marketing, Strategic Partnerships, Media Planning, Digital Media, SEM
Education
Northeastern University
Boston, MA, International Business
Universidad Pontificia Comillas
Madrid, Spain, E4 - International Business
BPN Global Headquarters November 2012 - Present
MPG November 2011 - Present
MPG June 2010 - November 2011
MPG February 2008 - June 2010
Lloyd and Company August 2007 - January 2008
Merrill Lynch July 2006 - December 2006
Richemont July 2004 - February 2005
Skills
Online Advertising, New Business Development, Digital Marketing, Marketing Strategy, Brand Management, Account Management, Business Development, Strategy, Marketing, Digital Strategy, Integrated Marketing, Strategic Partnerships, Media Planning, Digital Media, SEM
Education
Northeastern University
Boston, MA, International Business
Universidad Pontificia Comillas
Madrid, Spain, E4 - International Business
James Goody's Merrill Lynch Experience 2005 - 2007
Job Vice President Healthcare Banking Coverage Group
Industry Investment Banking
Experience
Associated Bank September 2012 - Present
The Bank of Nova Scotia 2008 - 2012
The Bank of Nova Scotia 2008 - 2008
Merrill Lynch 2005 - 2007
Fidelity Investments September 2004 - November 2005
Commerce One Financial 2004 - 2004
Skills
Financial Planning, Corporate Finance, Investment Banking, Mergers, Investments
Education
Wake Forest University School of Business 2007 — 2009
MBA, Finance
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2004
Bridge Program, Business Administration
North Carolina State University 2000 — 2004
BA, Spanish, Cum Laude
Associated Bank September 2012 - Present
The Bank of Nova Scotia 2008 - 2012
The Bank of Nova Scotia 2008 - 2008
Merrill Lynch 2005 - 2007
Fidelity Investments September 2004 - November 2005
Commerce One Financial 2004 - 2004
Skills
Financial Planning, Corporate Finance, Investment Banking, Mergers, Investments
Education
Wake Forest University School of Business 2007 — 2009
MBA, Finance
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2004
Bridge Program, Business Administration
North Carolina State University 2000 — 2004
BA, Spanish, Cum Laude
Jay Weinacker Jay Weinacker's Merrill Lynch Experience March 2011 - September 2011
Job Director of Tennis at Country Club of Birmingham
Industry Sports
Experience
Country Club of Birmingham January 2013 - Present
Pine Tree Country Club September 2011 - January 2013
Merrill Lynch March 2011 - September 2011
Skills
Coaching, Event Management, Marketing, Sports, Tennis, Fundraising, Sports Management, Sports Marketing, Leadership
Education
North Carolina State University - College of Management 2005 — 2009
BS, Business Management
Country Club of Birmingham January 2013 - Present
Pine Tree Country Club September 2011 - January 2013
Merrill Lynch March 2011 - September 2011
Skills
Coaching, Event Management, Marketing, Sports, Tennis, Fundraising, Sports Management, Sports Marketing, Leadership
Education
North Carolina State University - College of Management 2005 — 2009
BS, Business Management
Anne Frank Anne Frank's Merrill Lynch Experience January 1986 - January 1988
Job OEM Sales Manager at Universal Electronics
Industry Information Technology and Services
Experience
Universal Electronics February 2012 - Present
Panasonic April 2011 - February 2012
Delphi Display Systems, Inc. April 2007 - June 2010
HM Electronics, Inc August 2002 - April 2007
REDHOT.TEC March 1999 - August 2002
General Mills, Inc January 1992 - March 1999
Grand Casino Mille Lacs/Hinckley Marketing Office January 1991 - January 1992
Godfather's Pizza, Inc. Regional Office January 1988 - January 1990
Merrill Lynch January 1986 - January 1988
Franchise Associates, Inc January 1985 - January 1986
Skills
Sales Management, Proposal Writing, Online Advertising, Account Management, Direct Sales, Business Development, Strategic Partnerships, Sales, Cross-functional Team..., Marketing, Sales Process, Leadership, Competitive Analysis, Product Marketing, B2B, Management, New Business Development, Sales Operations, Product Development, Negotiation, Retail, Solution Selling, Training, Budgets, CRM, Contract Negotiation, E-commerce, Key Account Management, Marketing Strategy, Product Management, Program Management, Selling, Strategic Planning, Trade Shows
Education
St. Cloud State University 1983 — 1985
General Education
North Hennepin Community College
Universal Electronics February 2012 - Present
Panasonic April 2011 - February 2012
Delphi Display Systems, Inc. April 2007 - June 2010
HM Electronics, Inc August 2002 - April 2007
REDHOT.TEC March 1999 - August 2002
General Mills, Inc January 1992 - March 1999
Grand Casino Mille Lacs/Hinckley Marketing Office January 1991 - January 1992
Godfather's Pizza, Inc. Regional Office January 1988 - January 1990
Merrill Lynch January 1986 - January 1988
Franchise Associates, Inc January 1985 - January 1986
Skills
Sales Management, Proposal Writing, Online Advertising, Account Management, Direct Sales, Business Development, Strategic Partnerships, Sales, Cross-functional Team..., Marketing, Sales Process, Leadership, Competitive Analysis, Product Marketing, B2B, Management, New Business Development, Sales Operations, Product Development, Negotiation, Retail, Solution Selling, Training, Budgets, CRM, Contract Negotiation, E-commerce, Key Account Management, Marketing Strategy, Product Management, Program Management, Selling, Strategic Planning, Trade Shows
Education
St. Cloud State University 1983 — 1985
General Education
North Hennepin Community College
Alyssa Li Alyssa Li's Merrill Lynch Experience July 2010 - December 2010
Job Wealth Management Professional at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2013 - March 2015
Deutsche Bank April 2012 - July 2012
Personal Care Assistant January 2011 - June 2011
Merrill Lynch July 2010 - December 2010
344 Newbury September 2009 - March 2010
Janie and Jack Gymboree Corporation May 2009 - August 2009
CSV Tutoring January 2009 - April 2009
Leda's October 2007 - September 2008
Hammitt Los Angeles July 2005 - October 2007
Skills
Financial Reporting, Data Entry, PowerPoint, Excel, Word, Oracle Discoverer, Microsoft Office, SPSS, Social Media, Prezi, Microsoft Excel, Financial Analysis
Education
Northeastern University 2008 — 2013
International Business
Universidad Pontificia Comillas 2011 — 2013
International Business Sciences
NDA 2004 — 2008
Goldman Sachs July 2013 - March 2015
Deutsche Bank April 2012 - July 2012
Personal Care Assistant January 2011 - June 2011
Merrill Lynch July 2010 - December 2010
344 Newbury September 2009 - March 2010
Janie and Jack Gymboree Corporation May 2009 - August 2009
CSV Tutoring January 2009 - April 2009
Leda's October 2007 - September 2008
Hammitt Los Angeles July 2005 - October 2007
Skills
Financial Reporting, Data Entry, PowerPoint, Excel, Word, Oracle Discoverer, Microsoft Office, SPSS, Social Media, Prezi, Microsoft Excel, Financial Analysis
Education
Northeastern University 2008 — 2013
International Business
Universidad Pontificia Comillas 2011 — 2013
International Business Sciences
NDA 2004 — 2008
John Nydam John Nydam's Merrill Lynch Experience September 2008 - February 2009
Job President at Puzzling Problem Solvers
Industry Education Management
Experience
Puzzling Problem Solvers August 2012 - Present
Private Math-Science Tutoring September 2009 - Present
Northeastern Illinois University August 2011 - August 2012
Tutor.com October 2006 - February 2012
Raymond James Financial Inc. March 2009 - April 2011
Merrill Lynch September 2008 - February 2009
Raymond James Financial Inc. February 2007 - May 2008
Sg2 January 2005 - April 2006
Management Insights September 2003 - July 2004
Skills
Tutoring, Data Analysis, Analysis, Microsoft Excel, Public Speaking, Research, Financial Analysis, Market Research, Microsoft Word, Consulting, Business Analysis, Leadership, Marketing, New Business Development, Sales, Finance
Education
Northeastern Illinois University 2011 — 2013
Bachelor of Arts, Mathematics, Secondary Education
Northwestern University 2001 — 2003
Bachelor of Arts, Biology; Concentration: Biochemistry
Puzzling Problem Solvers August 2012 - Present
Private Math-Science Tutoring September 2009 - Present
Northeastern Illinois University August 2011 - August 2012
Tutor.com October 2006 - February 2012
Raymond James Financial Inc. March 2009 - April 2011
Merrill Lynch September 2008 - February 2009
Raymond James Financial Inc. February 2007 - May 2008
Sg2 January 2005 - April 2006
Management Insights September 2003 - July 2004
Skills
Tutoring, Data Analysis, Analysis, Microsoft Excel, Public Speaking, Research, Financial Analysis, Market Research, Microsoft Word, Consulting, Business Analysis, Leadership, Marketing, New Business Development, Sales, Finance
Education
Northeastern Illinois University 2011 — 2013
Bachelor of Arts, Mathematics, Secondary Education
Northwestern University 2001 — 2003
Bachelor of Arts, Biology; Concentration: Biochemistry
Erika Wong's Merrill Lynch Experience January 2006 - June 2006
Job Director of Marketing Automation at Intralinks
Industry Marketing and Advertising
Experience
Intralinks September 2014 - Present
Forrester Research January 2013 - August 2014
Forrester Research July 2010 - December 2012
Forrester Research February 2009 - June 2010
Forrester Research July 2007 - January 2009
KRC Research August 2006 - June 2007
Merrill Lynch January 2006 - June 2006
Pioneer Investments December 2004 - June 2005
McGraw-Hill Higher Education April 2004 - December 2004
Skills
Email Marketing, Lead Generation, Salesforce.com, Marketing Automation, Digital Marketing, Demand Generation, Analytics, Direct Marketing, Strategy, Eloqua, Marketing Research, B2B Marketing, HTML, Web Analytics, Digital Strategy, Marketing Communications, Multi-channel Marketing, Social Media Marketing, Pardot, Marketing Operations, Content Marketing, Google Adwords, Contact Strategy, A/B testing, Forms, Siebel, Omniture, CSS
Education
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), Marketing, Management
Intralinks September 2014 - Present
Forrester Research January 2013 - August 2014
Forrester Research July 2010 - December 2012
Forrester Research February 2009 - June 2010
Forrester Research July 2007 - January 2009
KRC Research August 2006 - June 2007
Merrill Lynch January 2006 - June 2006
Pioneer Investments December 2004 - June 2005
McGraw-Hill Higher Education April 2004 - December 2004
Skills
Email Marketing, Lead Generation, Salesforce.com, Marketing Automation, Digital Marketing, Demand Generation, Analytics, Direct Marketing, Strategy, Eloqua, Marketing Research, B2B Marketing, HTML, Web Analytics, Digital Strategy, Marketing Communications, Multi-channel Marketing, Social Media Marketing, Pardot, Marketing Operations, Content Marketing, Google Adwords, Contact Strategy, A/B testing, Forms, Siebel, Omniture, CSS
Education
Northeastern University 2003 — 2008
Bachelor of Science (B.S.), Marketing, Management
Julie Liles's Merrill Lynch Experience May 2013 - June 2015
Job
Industry Real Estate
Experience
Fresh Start Realty, LLC September 2015 - Present
Julie Liles Design, LLC June 2015 - Present
Merrill Lynch May 2013 - June 2015
Carlson Design, Inc. January 2001 - March 2013
Julie Liles Floral & Event Design August 2009 - October 2012
Marilyn's Model and Talent Management 2003 - 2005
John Ross, Inc. March 1994 - December 1997
Boston Botanicals May 1993 - October 1993
Worcester Art Museum January 1991 - August 1991
Skills
Customer Satisfaction, Business Networking, Public Speaking, New Business Development, Coordinating Events, Landscape Design, Creative Direction, Presentation Development, Project Visioning, Small Business Marketing, Trend Analysis, Product Marketing, Corporate Branding, Client Liaison, Budget Monitoring, Team Leadership, Closing Contracts, Parties, Weddings, Floral Design, Sales, Corporate Events, Event Planning, Graphic Design, Entrepreneurship, Small Business, Trade Shows, Leadership, CRM, Customer Service, Marketing, Social Media Marketing
Education
North Carolina State University 1998 — 2000
Master, Landscape Architecture
University of Massachusetts, Amherst 1991 — 1993
Bachelor of Science (B.S.), Environmental Design
Rollins College 1988 — 1990
Art Major & Business Minor
Fresh Start Realty, LLC September 2015 - Present
Julie Liles Design, LLC June 2015 - Present
Merrill Lynch May 2013 - June 2015
Carlson Design, Inc. January 2001 - March 2013
Julie Liles Floral & Event Design August 2009 - October 2012
Marilyn's Model and Talent Management 2003 - 2005
John Ross, Inc. March 1994 - December 1997
Boston Botanicals May 1993 - October 1993
Worcester Art Museum January 1991 - August 1991
Skills
Customer Satisfaction, Business Networking, Public Speaking, New Business Development, Coordinating Events, Landscape Design, Creative Direction, Presentation Development, Project Visioning, Small Business Marketing, Trend Analysis, Product Marketing, Corporate Branding, Client Liaison, Budget Monitoring, Team Leadership, Closing Contracts, Parties, Weddings, Floral Design, Sales, Corporate Events, Event Planning, Graphic Design, Entrepreneurship, Small Business, Trade Shows, Leadership, CRM, Customer Service, Marketing, Social Media Marketing
Education
North Carolina State University 1998 — 2000
Master, Landscape Architecture
University of Massachusetts, Amherst 1991 — 1993
Bachelor of Science (B.S.), Environmental Design
Rollins College 1988 — 1990
Art Major & Business Minor
Matt Rustad Matt Rustad's Merrill Lynch Experience September 1997 - February 2009
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2009 - Present
Merrill Lynch September 1997 - February 2009
Education
North Dakota State University 1991 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
UBS Financial Services February 2009 - Present
Merrill Lynch September 1997 - February 2009
Education
North Dakota State University 1991 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Rohn Springfield's Merrill Lynch Experience August 2012 - December 2012
Job Pricing Analyst at HCL AXON
Industry Information Technology and Services
Experience
HCL AXON February 2015 - Present
Worldwide Clinical Trials August 2014 - February 2015
Duke Energy Corporation June 2013 - August 2014
HQ Raleigh January 2014 - May 2014
Hotbox Pizza August 2011 - March 2013
Merrill Lynch August 2012 - December 2012
Cypress Creek Golf Course June 2010 - August 2010
Luter Family YMCA June 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Customer Service, Microsoft Word, Leadership, Team Leadership, Finance, Entrepreneurship, Time Management, Management, Research, Teamwork
Education
North Carolina State University - College of Management 2010 — 2015
Bachelor’s Degree, Finance
HCL AXON February 2015 - Present
Worldwide Clinical Trials August 2014 - February 2015
Duke Energy Corporation June 2013 - August 2014
HQ Raleigh January 2014 - May 2014
Hotbox Pizza August 2011 - March 2013
Merrill Lynch August 2012 - December 2012
Cypress Creek Golf Course June 2010 - August 2010
Luter Family YMCA June 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Customer Service, Microsoft Word, Leadership, Team Leadership, Finance, Entrepreneurship, Time Management, Management, Research, Teamwork
Education
North Carolina State University - College of Management 2010 — 2015
Bachelor’s Degree, Finance
Mary Weber Mary Weber's Merrill Lynch Experience 1998 - June 2014
Job PortWeber Group, Financial Advisors at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed July 2014 - Present
Wausau Earlybirds Rotary 1991 - Present
Merrill Lynch 1998 - June 2014
Greenheck Fan Corporation 1990 - 1994
South Dakota State University 1982 - 1990
Skills
Finance, Estate Planning, Strategic Financial..., Insurance, Project Planning, Commercial Banking, Credit, Banking, Business Strategy, Portfolio Management, Small Business Lending, Loans, PowerPoint, Strategic Planning, Retirement Planning, Commercial Lending, Microsoft Office, Mortgage Lending, Public Speaking, Microsoft Word, Leadership, Uniform Combined State..., Customer Service, Managerial Finance, Financial Planning, Financial Services
Education
University of Wisconsin-Madison - School of Business 1981 — 1982
MBA, Finance, Investment & Banking
North Dakota State University
BA, Speech & Drama; English minor
Waddell & Reed July 2014 - Present
Wausau Earlybirds Rotary 1991 - Present
Merrill Lynch 1998 - June 2014
Greenheck Fan Corporation 1990 - 1994
South Dakota State University 1982 - 1990
Skills
Finance, Estate Planning, Strategic Financial..., Insurance, Project Planning, Commercial Banking, Credit, Banking, Business Strategy, Portfolio Management, Small Business Lending, Loans, PowerPoint, Strategic Planning, Retirement Planning, Commercial Lending, Microsoft Office, Mortgage Lending, Public Speaking, Microsoft Word, Leadership, Uniform Combined State..., Customer Service, Managerial Finance, Financial Planning, Financial Services
Education
University of Wisconsin-Madison - School of Business 1981 — 1982
MBA, Finance, Investment & Banking
North Dakota State University
BA, Speech & Drama; English minor
Paul Pratto, CFP® Paul Pratto, CFP®'s Merrill Lynch Experience May 1993 - March 1999
Job Financial Consultant at Pratto Wealth Management, LLC
Industry Financial Services
Experience
Pratto Wealth Management, LLC March 2011 - Present
Morgan Stanley March 2007 - March 2011
Prudential Securities- Wachovia Securities March 1999 - March 2007
Merrill Lynch May 1993 - March 1999
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Portfolio Management, Finance, Small Business, Securities, Wealth, Financial Services, Wealth Management, Pensions, 401k, Mutual Funds, Series 7, Series 63
Education
The American College 2010 — 2011
CFP Certification Curriculum
North Carolina State University - College of Management 1989 — 1993
Bachelor Of Arts, Business Management
Pratto Wealth Management, LLC March 2011 - Present
Morgan Stanley March 2007 - March 2011
Prudential Securities- Wachovia Securities March 1999 - March 2007
Merrill Lynch May 1993 - March 1999
Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Portfolio Management, Finance, Small Business, Securities, Wealth, Financial Services, Wealth Management, Pensions, 401k, Mutual Funds, Series 7, Series 63
Education
The American College 2010 — 2011
CFP Certification Curriculum
North Carolina State University - College of Management 1989 — 1993
Bachelor Of Arts, Business Management
Melanie France's Merrill Lynch Experience February 2000 - February 2004
Job Senior Acct Executive at The News & Observer
Industry Newspapers
Experience
The News & Observer November 2004 - Present
Merrill Lynch February 2000 - February 2004
The Greenville News October 1997 - February 2000
The Charlotte Observer November 1979 - August 1997
Montgomery Advertiser February 1980 - October 1980
The Greenville News November 1977 - February 1980
Skills
Newspaper, Media Buying, Sales Management, Experienced Sales..., Sales Presentations, Digital Media, Marketing Strategy, Email Marketing, Publication Development, Newspapers, Strategy, Sales, Media Planning, E-commerce, Advertising Sales
Education
NCSU
BA, Sociology
North Carolina State University
Bachelor of Arts (B.A.), Socilolgy
The News & Observer November 2004 - Present
Merrill Lynch February 2000 - February 2004
The Greenville News October 1997 - February 2000
The Charlotte Observer November 1979 - August 1997
Montgomery Advertiser February 1980 - October 1980
The Greenville News November 1977 - February 1980
Skills
Newspaper, Media Buying, Sales Management, Experienced Sales..., Sales Presentations, Digital Media, Marketing Strategy, Email Marketing, Publication Development, Newspapers, Strategy, Sales, Media Planning, E-commerce, Advertising Sales
Education
NCSU
BA, Sociology
North Carolina State University
Bachelor of Arts (B.A.), Socilolgy
Thomas Heilman Thomas Heilman's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor Nomeland Heilman Group Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Synthes (DePuy Synthes - Johnson & Johnson Company) March 2004 - August 2011
Newell Rubbermaid July 2003 - March 2004
Microsoft December 2001 - June 2003
The Southwestern Company March 2000 - August 2001
Skills
Personal Financial..., Economics, Fixed Income, Stocks, Mutual Funds, Retirement Planning, College Education..., Estate Planning, Municipal Bonds, Risk Management, Life & Health Insurance..., Sales Management
Education
North Dakota State University 1998 — 2003
Bachelors, Business Adminstration - Professional Money Managment
Rugby High School 1994 — 1998
Merrill Lynch August 2011 - Present
Synthes (DePuy Synthes - Johnson & Johnson Company) March 2004 - August 2011
Newell Rubbermaid July 2003 - March 2004
Microsoft December 2001 - June 2003
The Southwestern Company March 2000 - August 2001
Skills
Personal Financial..., Economics, Fixed Income, Stocks, Mutual Funds, Retirement Planning, College Education..., Estate Planning, Municipal Bonds, Risk Management, Life & Health Insurance..., Sales Management
Education
North Dakota State University 1998 — 2003
Bachelors, Business Adminstration - Professional Money Managment
Rugby High School 1994 — 1998
Serena Bogaczyk Serena Bogaczyk's Merrill Lynch Experience August 2012 - January 2013
Job Finance Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse May 2013 - August 2013
North Carolina State University May 2012 - May 2013
Merrill Lynch August 2012 - January 2013
North Carolina State University September 2011 - September 2012
Skills
Leadership, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Social Media, Event Planning, Public Speaking, Customer Service, Finance, Research, Financial Analysis, Social Networking
Education
North Carolina State University 2010 — 2014
Bachelor's Degree, International Studies- International Relations
North Carolina State University - College of Management 2010 — 2014
Bachelor's Degree, Business Administration- Finance
Consortium Institute of Management for Business Analysis 2012 — 2012
International Business
Credit Suisse July 2014 - Present
Credit Suisse May 2013 - August 2013
North Carolina State University May 2012 - May 2013
Merrill Lynch August 2012 - January 2013
North Carolina State University September 2011 - September 2012
Skills
Leadership, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Social Media, Event Planning, Public Speaking, Customer Service, Finance, Research, Financial Analysis, Social Networking
Education
North Carolina State University 2010 — 2014
Bachelor's Degree, International Studies- International Relations
North Carolina State University - College of Management 2010 — 2014
Bachelor's Degree, Business Administration- Finance
Consortium Institute of Management for Business Analysis 2012 — 2012
International Business
Sachin Makati Sachin Makati's Merrill Lynch Experience June 2010 - August 2010
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments January 2012 - November 2013
Ameriprise Financial Services, Inc. May 2011 - January 2012
Merrill Lynch June 2010 - August 2010
CVS Caremark Corporation May 2008 - August 2008
Skills
Customer Service, Leadership, Teamwork, Building Business..., Operational Excellence, Project Management, Priority Management, Analysis of business..., Process Improvement, Market Development, Event Planning, Lead Generation, Financial Analysis, Series 7, Series 63, Series 66, PowerPoint, Excel, Word
Education
The University of Akron 2009 — 2011
BBA, Corporate Financial Management
Northeastern Ohio Universities, College of Medicine 2007 — 2009
PharmD, Pharmacy
The University of Akron 2004 — 2007
BS, Natural Sciences
Harvey S. Firestone High School 2000 — 2004
Fidelity Investments November 2013 - Present
Fidelity Investments January 2012 - November 2013
Ameriprise Financial Services, Inc. May 2011 - January 2012
Merrill Lynch June 2010 - August 2010
CVS Caremark Corporation May 2008 - August 2008
Skills
Customer Service, Leadership, Teamwork, Building Business..., Operational Excellence, Project Management, Priority Management, Analysis of business..., Process Improvement, Market Development, Event Planning, Lead Generation, Financial Analysis, Series 7, Series 63, Series 66, PowerPoint, Excel, Word
Education
The University of Akron 2009 — 2011
BBA, Corporate Financial Management
Northeastern Ohio Universities, College of Medicine 2007 — 2009
PharmD, Pharmacy
The University of Akron 2004 — 2007
BS, Natural Sciences
Harvey S. Firestone High School 2000 — 2004
Miguel Mariano Freyre Miguel Mariano Freyre's Merrill Lynch Experience May 2004 - September 2004
Job MBA
Industry Capital Markets
Experience
Santander Private Banking International May 2015 - Present
Merco America June 2013 - March 2015
Bencorp Casa de Bolsa, C.A April 2009 - April 2013
Morgan Stanley November 2006 - January 2009
Morgan Stanley December 2005 - November 2006
Merrill Lynch May 2004 - September 2004
Skills
Capital Markets, Portfolio Management, Asset Managment, Investments, Project Finance, Financial Services, Commodity, Financial Structuring, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Private Equity, Corporate Finance, Equities, Fixed Income, Business Strategy, Management
Education
University of Miami 2014 — 2015
Master of Business Administration (MBA), Finance
North Carolina State University 2001 — 2005
Bachelor in Science, Business and Management, Economics
Colegio San Ignacio 1988 — 2001
Santander Private Banking International May 2015 - Present
Merco America June 2013 - March 2015
Bencorp Casa de Bolsa, C.A April 2009 - April 2013
Morgan Stanley November 2006 - January 2009
Morgan Stanley December 2005 - November 2006
Merrill Lynch May 2004 - September 2004
Skills
Capital Markets, Portfolio Management, Asset Managment, Investments, Project Finance, Financial Services, Commodity, Financial Structuring, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Private Equity, Corporate Finance, Equities, Fixed Income, Business Strategy, Management
Education
University of Miami 2014 — 2015
Master of Business Administration (MBA), Finance
North Carolina State University 2001 — 2005
Bachelor in Science, Business and Management, Economics
Colegio San Ignacio 1988 — 2001
Rati Dhake MBA Rati Dhake MBA's Merrill Lynch Experience June 2006 - August 2006
Job Contractor Relations Specialist at FedEx Ground
Industry Human Resources
Experience
FedEx Ground April 2012 - Present
FedEx Ground August 2007 - April 2012
Premium Products Inc January 2005 - August 2007
Merrill Lynch June 2006 - August 2006
Levy Security Corporation May 2004 - August 2004
Skills
Microsoft Office, Recruiting, Administration, Human Resources, Leadership, Sales, Customer Service, Outlook, Team Building, Event Planning, PowerPoint, Team Leadership, Microsoft Excel, Marketing, Microsoft Word, Public Speaking, New Hire Orientations, Teamwork, Interviews, Retail, Customer Satisfaction, Advertising, Process Improvement, Management, System Administration, Social Networking, Operations Management, Account Management, Payroll, Time Management
Education
North Central College 2010 — 2014
Master of Business Administration (MBA)
North Central College 2005 — 2006
Bachelor of Arts
Northern Illinois University 2001 — 2004
Bachelor of Arts
FedEx Ground April 2012 - Present
FedEx Ground August 2007 - April 2012
Premium Products Inc January 2005 - August 2007
Merrill Lynch June 2006 - August 2006
Levy Security Corporation May 2004 - August 2004
Skills
Microsoft Office, Recruiting, Administration, Human Resources, Leadership, Sales, Customer Service, Outlook, Team Building, Event Planning, PowerPoint, Team Leadership, Microsoft Excel, Marketing, Microsoft Word, Public Speaking, New Hire Orientations, Teamwork, Interviews, Retail, Customer Satisfaction, Advertising, Process Improvement, Management, System Administration, Social Networking, Operations Management, Account Management, Payroll, Time Management
Education
North Central College 2010 — 2014
Master of Business Administration (MBA)
North Central College 2005 — 2006
Bachelor of Arts
Northern Illinois University 2001 — 2004
Bachelor of Arts
Punit Shah Punit Shah's Merrill Lynch Experience January 2007 - July 2007
Job CMO at MyTrioRings.com
Industry Internet
Experience
My Trio Rings January 2012 - Present
Zazu, Inc December 2009 - December 2011
Northeastern University Entrepreneurs Club April 2009 - May 2010
Boston BookWorks, LLC August 2006 - August 2009
Co-op Ratings July 2008 - July 2009
Motu Novu August 2008 - September 2008
Hercules Technology Growth Capital January 2008 - June 2008
Merrill Lynch January 2007 - July 2007
Resourcesoft Inc. 2006 - 2006
Bluespec, Inc 2004 - 2004
Skills
New Business Development, Product Management, Customer Development, Financial Modeling, Digital Branding, Mobile Applications, Financial Analysis, Software Project..., Cross-functional Team..., Venture Capital, Operations, Web Design, Website Development, Product Marketing, Sales Management, Rapid Prototyping, Public Speaking, Social Media Marketing, Agile Project Management, Email Marketing, B2C marketing, Strategic Partnerships, Deal Structuring, Business Strategy, Technical Recruiting, Team Leadership, Operations Management, Mobile Marketing, Product Launch, Joomla, Adobe Acrobat, Photoshop, Illustrator, eCommerce, Web 2.0, E-commerce, Start-ups, Mobile Devices, Strategy, Market Research, Integrated Marketing
Education
Northeastern University 2005 — 2010
BSBA, Finance and Entrepreneurship
My Trio Rings January 2012 - Present
Zazu, Inc December 2009 - December 2011
Northeastern University Entrepreneurs Club April 2009 - May 2010
Boston BookWorks, LLC August 2006 - August 2009
Co-op Ratings July 2008 - July 2009
Motu Novu August 2008 - September 2008
Hercules Technology Growth Capital January 2008 - June 2008
Merrill Lynch January 2007 - July 2007
Resourcesoft Inc. 2006 - 2006
Bluespec, Inc 2004 - 2004
Skills
New Business Development, Product Management, Customer Development, Financial Modeling, Digital Branding, Mobile Applications, Financial Analysis, Software Project..., Cross-functional Team..., Venture Capital, Operations, Web Design, Website Development, Product Marketing, Sales Management, Rapid Prototyping, Public Speaking, Social Media Marketing, Agile Project Management, Email Marketing, B2C marketing, Strategic Partnerships, Deal Structuring, Business Strategy, Technical Recruiting, Team Leadership, Operations Management, Mobile Marketing, Product Launch, Joomla, Adobe Acrobat, Photoshop, Illustrator, eCommerce, Web 2.0, E-commerce, Start-ups, Mobile Devices, Strategy, Market Research, Integrated Marketing
Education
Northeastern University 2005 — 2010
BSBA, Finance and Entrepreneurship
Sharon Debidour's Merrill Lynch Experience January 1993 - October 1999
Job Senior Mortgage Consultant
Industry Financial Services
Experience
Loan Centers of America NMLS CO ID 346449 March 2011 - Present
Shea Mortgage January 2007 - March 2011
HMS Capital November 2001 - July 2006
Merrill Lynch January 1993 - October 1999
Skills
Real Estate Financing, Real Estate License, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Real Estate Transactions, Investment Properties, Real Estate Private..., FHA, Short Sales, Loan Origination, VA loans, Selling, Mortgage Banking, Finance, Refinance, FHA financing, Reverse Mortgages, USDA, Certified Mortgage..., Construction Loans, First Time Home Buyers, Investors, Investments, Sellers, Government Loans, Condos, Real Estate Economics, Commercial Lending, Sales, FHA Financing, VA Loans
Education
North Central College
BA, Business and Finance
Defense Language Institute
German Language and Literature
Loan Centers of America NMLS CO ID 346449 March 2011 - Present
Shea Mortgage January 2007 - March 2011
HMS Capital November 2001 - July 2006
Merrill Lynch January 1993 - October 1999
Skills
Real Estate Financing, Real Estate License, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Real Estate Transactions, Investment Properties, Real Estate Private..., FHA, Short Sales, Loan Origination, VA loans, Selling, Mortgage Banking, Finance, Refinance, FHA financing, Reverse Mortgages, USDA, Certified Mortgage..., Construction Loans, First Time Home Buyers, Investors, Investments, Sellers, Government Loans, Condos, Real Estate Economics, Commercial Lending, Sales, FHA Financing, VA Loans
Education
North Central College
BA, Business and Finance
Defense Language Institute
German Language and Literature
Jordan Senter Jordan Senter's Merrill Lynch Experience February 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
The Preiss Company January 2013 - January 2015
The Preiss Company February 2011 - December 2012
Skills
Financial Analysis, Investments, Finance, Asset Management, Series 7
Education
North Carolina State University 2008 — 2012
Bachelor's Degree, Finance, Magna Cum Laude
Cardinal Gibbons High School 2004 — 2008
High School
Merrill Lynch February 2015 - Present
The Preiss Company January 2013 - January 2015
The Preiss Company February 2011 - December 2012
Skills
Financial Analysis, Investments, Finance, Asset Management, Series 7
Education
North Carolina State University 2008 — 2012
Bachelor's Degree, Finance, Magna Cum Laude
Cardinal Gibbons High School 2004 — 2008
High School
Sherry Tate Sherry Tate's Merrill Lynch Experience 1992 - 1994
Job Human Resources
Industry Human Resources
Experience
Toyota Boshoku August 2013 - October 2013
Kawai Juku Educational Foundation May 2004 - October 2013
Bank of America 1994 - 1997
Merrill Lynch 1992 - 1994
Skills
Leadership Development, Human Resources, Organizational..., College Recruiting, Applicant Tracking..., Payroll, Policy, Analysis, Public Speaking, Project Planning, Research, Editing, Sales, Government, Administration, Management, Customer Service
Education
North Carolina State University 2010 — 2014
Graduate Certificate, Workforce Development and Training, 4.0
Western Carolina University 2010 — 2013
Master of Science, Human Resources Development, 4.0
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Toyota Boshoku August 2013 - October 2013
Kawai Juku Educational Foundation May 2004 - October 2013
Bank of America 1994 - 1997
Merrill Lynch 1992 - 1994
Skills
Leadership Development, Human Resources, Organizational..., College Recruiting, Applicant Tracking..., Payroll, Policy, Analysis, Public Speaking, Project Planning, Research, Editing, Sales, Government, Administration, Management, Customer Service
Education
North Carolina State University 2010 — 2014
Graduate Certificate, Workforce Development and Training, 4.0
Western Carolina University 2010 — 2013
Master of Science, Human Resources Development, 4.0
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Mark Alibrandi, CPWA®, CIMA® Mark Alibrandi, CPWA®, CIMA®'s Merrill Lynch Experience 1992 - 2012
Job Managing Director at First Republic Bank
Industry Investment Management
Experience
First Republic Bank February 2012 - Present
Merrill Lynch 1992 - 2012
Skills
Portfolio Management, Financial Planning, Concentrated Stock..., Tax Efficient Portfolio..., Asset Management, Investments, IPO, Investment Management, Private Equity, Equities, Loans, Banking, Fixed Income, Management, Financial Services, Strategic Financial..., Wealth Management, Private Banking, Hedging, Alternative Investments
Education
Northeastern University
Bachelor of Science (B.S.), Finance
First Republic Bank February 2012 - Present
Merrill Lynch 1992 - 2012
Skills
Portfolio Management, Financial Planning, Concentrated Stock..., Tax Efficient Portfolio..., Asset Management, Investments, IPO, Investment Management, Private Equity, Equities, Loans, Banking, Fixed Income, Management, Financial Services, Strategic Financial..., Wealth Management, Private Banking, Hedging, Alternative Investments
Education
Northeastern University
Bachelor of Science (B.S.), Finance
Michelle Grist Michelle Grist's Merrill Lynch Experience May 2005 - April 2012
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2012 - Present
Merrill Lynch May 2005 - April 2012
Education
North Central College 2000 — 2005
Bachelor of Arts (B.A.), Psychology
RBC Wealth Management April 2012 - Present
Merrill Lynch May 2005 - April 2012
Education
North Central College 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Bret Anderson Bret Anderson's Merrill Lynch Experience June 1998 - June 2002
Job University of Colorado Denver
Industry Higher Education
Experience
Metropolitan State University of Denver 2000 - Present
h2 Communication, LLC 2000 - Present
NVTI Training Solutions 1987 - Present
National Veterans Training Institute 1991 - 2011
Merrill Lynch June 1998 - June 2002
Skills
Curriculum Development, Curriculum Design, Training Delivery, psychology counseling, Personal financial..., social science research, Accredited Financial..., Global Career..., Offender Workforce..., Offender Employment..., Social Sciences, Executive Coaching, Leadership Development, Public Speaking, Training, Teaching, Resume Writing, Interviews, Management, Supervisory Skills, Program Development, Leadership, Career Counseling, Military, Program Management, Job Coaching, Psychotherapy, Strong Interest..., Career Development, Job Search Strategies, Policy, Cover Letters, Job Search, Conflict Resolution, Employment, Case Managment, Corrections, Instructional Design, Employee Training, Higher Education, Program Evaluation, Adult Education, Social Services, Coaching, Instructor-led Training, Community Outreach, Motivational..., Psychology, Grant Writing, Organizational...
Education
Northcentral University 2011 — 2017
Doctor of Philosophy (PhD), Counseling Psychology
University of Colorado Denver 1991 — 1998
Masters of Arts, Interpersonal Communication
Metropolitan State University of Denver 2000 - Present
h2 Communication, LLC 2000 - Present
NVTI Training Solutions 1987 - Present
National Veterans Training Institute 1991 - 2011
Merrill Lynch June 1998 - June 2002
Skills
Curriculum Development, Curriculum Design, Training Delivery, psychology counseling, Personal financial..., social science research, Accredited Financial..., Global Career..., Offender Workforce..., Offender Employment..., Social Sciences, Executive Coaching, Leadership Development, Public Speaking, Training, Teaching, Resume Writing, Interviews, Management, Supervisory Skills, Program Development, Leadership, Career Counseling, Military, Program Management, Job Coaching, Psychotherapy, Strong Interest..., Career Development, Job Search Strategies, Policy, Cover Letters, Job Search, Conflict Resolution, Employment, Case Managment, Corrections, Instructional Design, Employee Training, Higher Education, Program Evaluation, Adult Education, Social Services, Coaching, Instructor-led Training, Community Outreach, Motivational..., Psychology, Grant Writing, Organizational...
Education
Northcentral University 2011 — 2017
Doctor of Philosophy (PhD), Counseling Psychology
University of Colorado Denver 1991 — 1998
Masters of Arts, Interpersonal Communication
Logan Mcnulty's Merrill Lynch Experience June 2015 - August 2015
Job Private Investor and Student
Industry Investment Management
Experience
Options House August 2012 - Present
Merrill Lynch June 2015 - August 2015
North Carolina Department of State Treasurer May 2014 - August 2014
Education
North Carolina State University 2012 — 2016
Bachelor of Science in Business Finance with a Minor in Economics
Options House August 2012 - Present
Merrill Lynch June 2015 - August 2015
North Carolina Department of State Treasurer May 2014 - August 2014
Education
North Carolina State University 2012 — 2016
Bachelor of Science in Business Finance with a Minor in Economics
Christian Shannon's Merrill Lynch Experience January 2012 - June 2012
Job Financial & Managerial Accountant
Industry Financial Services
Experience
King Street Capital Management February 2014 - Present
Northeastern University College of Professional Studies July 2013 - December 2013
ConvergEx Group January 2013 - June 2013
Northeastern University January 2010 - December 2012
Merrill Lynch January 2012 - June 2012
Eze Castle Software July 2010 - December 2010
Hannaford Bros. Co. September 2005 - January 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science, International Business
The Hong Kong University of Science and Technology
Gilford High School 2004 — 2008
King Street Capital Management February 2014 - Present
Northeastern University College of Professional Studies July 2013 - December 2013
ConvergEx Group January 2013 - June 2013
Northeastern University January 2010 - December 2012
Merrill Lynch January 2012 - June 2012
Eze Castle Software July 2010 - December 2010
Hannaford Bros. Co. September 2005 - January 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science, International Business
The Hong Kong University of Science and Technology
Gilford High School 2004 — 2008
Kristine Zeller's Merrill Lynch Experience 2000 - 2000
Job Director, Credit Policy at Capital One
Industry Banking
Experience
Capital One November 2012 - Present
Deloitte Consulting LLP September 2010 - November 2012
Citi September 2009 - October 2010
Citigroup March 2008 - September 2009
Citigroup 2006 - 2008
Federal Reserve Bank of Chicago 2001 - 2006
Merrill Lynch 2000 - 2000
Skills
Banking, Credit Risk, Portfolio Management, Credit, Financial Risk, Financial Services, Financial Analysis, Finance, Strategy
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Economics, Managerial and Organizational Behavior, and Strategic Management
North Central College 1997 — 2001
BA, International Business
Capital One November 2012 - Present
Deloitte Consulting LLP September 2010 - November 2012
Citi September 2009 - October 2010
Citigroup March 2008 - September 2009
Citigroup 2006 - 2008
Federal Reserve Bank of Chicago 2001 - 2006
Merrill Lynch 2000 - 2000
Skills
Banking, Credit Risk, Portfolio Management, Credit, Financial Risk, Financial Services, Financial Analysis, Finance, Strategy
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Economics, Managerial and Organizational Behavior, and Strategic Management
North Central College 1997 — 2001
BA, International Business
Alberto A. Ocana, PMP Alberto A. Ocana, PMP's Merrill Lynch Experience 2004 - 2005
Job Director, Project & Program Management at AO & Associates
Industry Financial Services
Experience
MetLife February 2013 - Present
AO & Associates May 2010 - Present
310WEST July 2010 - January 2013
Morgan Stanley Smith Barney February 2012 - October 2012
Credit Suisse February 2011 - August 2011
The Guardian Life Insurance Company of America March 2006 - June 2010
BUSINESSEDGE SOLUTIONS - EMC Consulting Division March 2003 - November 2005
Merrill Lynch 2004 - 2005
JP Morgan Chase 2003 - 2005
Bank of America 2003 - 2004
Skills
PMO, CMMI, Change Management, Six Sigma, Business Process..., CMM, Relationship Management, Project Portfolio..., Program Management, SDLC, PMP, Vendor Management, ITIL, CRM, Strategy, Cross-functional Team..., Mergers & Acquisitions, Compliance, Dodd-Frank, International M&A, Management, Project Management, Analysis, Leadership, Business Process..., Team Building, Strategic Planning, Business Process, Business Analysis
Education
Northeastern University 1991 — 1995
BSBA, Management
Colegio Javier
The George Washington University
Project Management
MetLife February 2013 - Present
AO & Associates May 2010 - Present
310WEST July 2010 - January 2013
Morgan Stanley Smith Barney February 2012 - October 2012
Credit Suisse February 2011 - August 2011
The Guardian Life Insurance Company of America March 2006 - June 2010
BUSINESSEDGE SOLUTIONS - EMC Consulting Division March 2003 - November 2005
Merrill Lynch 2004 - 2005
JP Morgan Chase 2003 - 2005
Bank of America 2003 - 2004
Skills
PMO, CMMI, Change Management, Six Sigma, Business Process..., CMM, Relationship Management, Project Portfolio..., Program Management, SDLC, PMP, Vendor Management, ITIL, CRM, Strategy, Cross-functional Team..., Mergers & Acquisitions, Compliance, Dodd-Frank, International M&A, Management, Project Management, Analysis, Leadership, Business Process..., Team Building, Strategic Planning, Business Process, Business Analysis
Education
Northeastern University 1991 — 1995
BSBA, Management
Colegio Javier
The George Washington University
Project Management
Jim Bode, CRPC Jim Bode, CRPC's Merrill Lynch Experience November 2009 - February 2013
Job Managing Partner Beck Bode Wealth Management, LLC
Industry Financial Services
Experience
Beck Bode Wealth Management, LLC February 2013 - Present
LPL Financial 2013 - 2014
Merrill Lynch November 2009 - February 2013
Transamerica October 2008 - December 2009
Skills
Retirement Planning, Management, Wealth Management, Investments, Finance, Financial Advisory, Retirement, Mutual Funds, Financial Planning, Series 7
Education
Northeastern University 1997 — 2002
Needham
Beck Bode Wealth Management, LLC February 2013 - Present
LPL Financial 2013 - 2014
Merrill Lynch November 2009 - February 2013
Transamerica October 2008 - December 2009
Skills
Retirement Planning, Management, Wealth Management, Investments, Finance, Financial Advisory, Retirement, Mutual Funds, Financial Planning, Series 7
Education
Northeastern University 1997 — 2002
Needham
Jeanine Scorzelli Jeanine Scorzelli's Merrill Lynch Experience July 2007 - December 2007
Job Math Immersion Teaching Fellow at NYC Teaching Fellows
Industry Primary/Secondary Education
Experience
NYC Teaching Fellows May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - May 2015
VivaKi November 2012 - June 2013
VivaKi November 2010 - November 2012
UBS January 2010 - August 2010
Bank of America June 2008 - December 2009
Merrill Lynch July 2007 - December 2007
Merrill Lynch January 2006 - September 2006
John Hancock Life Insurance Company (U.S.A.) January 2005 - July 2005
Skills
Analytics, Data Analysis, Business Analysis, Process Improvement, Web Analytics, Digital Strategy, Digital Marketing, Online Advertising, Campaign Management, Ad Networks, Behavioral Targeting, Salesforce.com, Display Advertising, DoubleClick
Education
Relay Graduate School of Education 2015 — 2017
Master’s Degree
Northeastern University 2003 — 2008
BS, Finance & Management Information Systems, Magna Cum Laude
NYC Teaching Fellows May 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - May 2015
VivaKi November 2012 - June 2013
VivaKi November 2010 - November 2012
UBS January 2010 - August 2010
Bank of America June 2008 - December 2009
Merrill Lynch July 2007 - December 2007
Merrill Lynch January 2006 - September 2006
John Hancock Life Insurance Company (U.S.A.) January 2005 - July 2005
Skills
Analytics, Data Analysis, Business Analysis, Process Improvement, Web Analytics, Digital Strategy, Digital Marketing, Online Advertising, Campaign Management, Ad Networks, Behavioral Targeting, Salesforce.com, Display Advertising, DoubleClick
Education
Relay Graduate School of Education 2015 — 2017
Master’s Degree
Northeastern University 2003 — 2008
BS, Finance & Management Information Systems, Magna Cum Laude
Venkatrerish Patel Venkatrerish Patel's Merrill Lynch Experience 1999 - 2008
Job Consultant at NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext July 2013 - January 2014
Collabera December 2011 - August 2012
Bank of America July 2010 - April 2011
Deutsche Bank April 2009 - July 2010
Merrill Lynch 1999 - 2008
Skills
Vendor Management, Disaster Recovery, Veritas Cluster Server, Business Analysis, Solaris, Unix, IT Management, Program Management, Business Continuity, Solution Architecture, Project Management, Cluster, IT Strategy, IT Service Management, ITIL, Infrastructure, Servers, PMO, Data Center, IT Operations, Project Delivery, Information Technology
Education
North Dakota State University 1991 — 1996
Math and Science
North Dakota State University 1990 — 1996
itil, Science and Math
NYSE Euronext July 2013 - January 2014
Collabera December 2011 - August 2012
Bank of America July 2010 - April 2011
Deutsche Bank April 2009 - July 2010
Merrill Lynch 1999 - 2008
Skills
Vendor Management, Disaster Recovery, Veritas Cluster Server, Business Analysis, Solaris, Unix, IT Management, Program Management, Business Continuity, Solution Architecture, Project Management, Cluster, IT Strategy, IT Service Management, ITIL, Infrastructure, Servers, PMO, Data Center, IT Operations, Project Delivery, Information Technology
Education
North Dakota State University 1991 — 1996
Math and Science
North Dakota State University 1990 — 1996
itil, Science and Math
York Larese York Larese's Merrill Lynch Experience 2006 - 2008
Job Managing Partner, Carnegie Associates Ltd, The YSL Group
Industry Financial Services
Experience
Carnegie Associates Ltd, The YSL Group June 2014 - Present
Cool Springs Life May 2010 - April 2014
UBS Wealth Management 2009 - 2010
Concord Capital Managment LLC. 2008 - 2009
Merrill Lynch 2006 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Global Financial Services, Inc. (GFS) 1999 - 2005
Citi 1995 - May 2000
Bear Stearns 1992 - 1995
Skills
Finance, Alternative Investments, Investments, Capital Markets, Series 7, Microsoft Excel, Portfolio Management, Project Management, Investment Strategies, Structured Finance, Asset Management, Life Insurance, Relationship Management, Business Development, Tax Reporting
Education
North Carolina State University 1986 — 1991
BA
Walt Whitman High School 1984 — 1986
Carnegie Associates Ltd, The YSL Group June 2014 - Present
Cool Springs Life May 2010 - April 2014
UBS Wealth Management 2009 - 2010
Concord Capital Managment LLC. 2008 - 2009
Merrill Lynch 2006 - 2008
Ameriprise Financial Services, Inc. 2005 - 2006
Global Financial Services, Inc. (GFS) 1999 - 2005
Citi 1995 - May 2000
Bear Stearns 1992 - 1995
Skills
Finance, Alternative Investments, Investments, Capital Markets, Series 7, Microsoft Excel, Portfolio Management, Project Management, Investment Strategies, Structured Finance, Asset Management, Life Insurance, Relationship Management, Business Development, Tax Reporting
Education
North Carolina State University 1986 — 1991
BA
Walt Whitman High School 1984 — 1986
Peggy Garvin Peggy Garvin's Merrill Lynch Experience September 1994 - September 1998
Job Owner, Financial Advisor at Garvin Financial Group, LLC
Industry Financial Services
Experience
Garvin Financial Group, LLC October 2008 - Present
AIG Financial Advisors April 1998 - October 2008
Merrill Lynch September 1994 - September 1998
Education
North Carolina Wesleyan College 1964 — 1969
BA, Mathematics
Garvin Financial Group, LLC October 2008 - Present
AIG Financial Advisors April 1998 - October 2008
Merrill Lynch September 1994 - September 1998
Education
North Carolina Wesleyan College 1964 — 1969
BA, Mathematics
Paul Harney Paul Harney's Merrill Lynch Experience January 2004 - July 2005
Job Financial Advisor at Investment Centre at Eastern Bank
Industry Financial Services
Experience
Diocese of Fall River October 2013 - Present
Investment Centre at Eastern Bank October 2014 - Present
Paul Harney LLC Wealth Management January 2007 - October 2014
New England Financial July 2005 - January 2007
Merrill Lynch January 2004 - July 2005
The Warren Group 1995 - 2004
The Warren Group (Banker & Tradesman, The Commercial Record) 1995 - 2004
Leading Edge 1980 - 1984
Education
Arlington Catholic High School
Northeastern University
Diocese of Fall River October 2013 - Present
Investment Centre at Eastern Bank October 2014 - Present
Paul Harney LLC Wealth Management January 2007 - October 2014
New England Financial July 2005 - January 2007
Merrill Lynch January 2004 - July 2005
The Warren Group 1995 - 2004
The Warren Group (Banker & Tradesman, The Commercial Record) 1995 - 2004
Leading Edge 1980 - 1984
Education
Arlington Catholic High School
Northeastern University
Curtis H Sorenson Curtis H Sorenson's Merrill Lynch Experience 1985 - 1991
Job Sr. Region VP American Express
Industry Professional Training & Coaching
Experience
Am Express VP retired Interactive CoachA Summit Journey Coach2010 - Present
American Express 1991 - 2006
Merrill Lynch 1985 - 1991
Skills
Financial Services, Executive Management, Leadership, Strategy, Emotional Intelligence, Small Business, Management Consulting, Organizational..., Workshop Facilitation, Strategic Planning, Entrepreneurship, Career Development, Personal Development, Cards, Start-ups, Merchant Services, Mobile Payments, Debit Cards, AML, Re-engineering, Acquiring, Customer Acquisition, Loyalty Marketing, Payment Card Processing, Payment Systems, Payments, Organizational..., Loyalty Programs, Direct Marketing, Values-based Leadership, Personal Life Coaching..., Discovery Process for..., Business Excellence, Trusted Business Partner, Trusted Business Advisor, Client Discovery Process, Client Relations, Client Research and..., Training, Business Development, Coaching, Customer Service, Management, Marketing, Sales, Talent Acquisition, Talent Developer, Coaching
Education
North Dakota State University 1957 — 1961
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, math, statistics, biology, demographics, marketing, sales development.
Concordia College, Moorhead, MN 1954 — 1955
Undergrad, Pre-Sem
Am Express VP retired Interactive CoachA Summit Journey Coach2010 - Present
American Express 1991 - 2006
Merrill Lynch 1985 - 1991
Skills
Financial Services, Executive Management, Leadership, Strategy, Emotional Intelligence, Small Business, Management Consulting, Organizational..., Workshop Facilitation, Strategic Planning, Entrepreneurship, Career Development, Personal Development, Cards, Start-ups, Merchant Services, Mobile Payments, Debit Cards, AML, Re-engineering, Acquiring, Customer Acquisition, Loyalty Marketing, Payment Card Processing, Payment Systems, Payments, Organizational..., Loyalty Programs, Direct Marketing, Values-based Leadership, Personal Life Coaching..., Discovery Process for..., Business Excellence, Trusted Business Partner, Trusted Business Advisor, Client Discovery Process, Client Relations, Client Research and..., Training, Business Development, Coaching, Customer Service, Management, Marketing, Sales, Talent Acquisition, Talent Developer, Coaching
Education
North Dakota State University 1957 — 1961
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, math, statistics, biology, demographics, marketing, sales development.
Concordia College, Moorhead, MN 1954 — 1955
Undergrad, Pre-Sem
Blagovest Nenov Blagovest Nenov's Merrill Lynch Experience June 2008 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
U.S. Navy Reserve July 2009 - August 2009
Merrill Lynch June 2008 - December 2008
NPU Computer Services September 2005 - May 2008
Education
North Park University 2005 — 2009
B.S., Finance
First Language School 2000 — 2004
High School, English
U.S. Navy Reserve July 2009 - August 2009
Merrill Lynch June 2008 - December 2008
NPU Computer Services September 2005 - May 2008
Education
North Park University 2005 — 2009
B.S., Finance
First Language School 2000 — 2004
High School, English
Marc Horner, CFP®, CIMA® Marc Horner, CFP®, CIMA®'s Merrill Lynch Experience 2000 - 2008
Job President
Industry Financial Services
Experience
Fairhaven Wealth Management 2015 - Present
Investments & Wealth Monitor 2010 - Present
The Chicago Community Trust 2010 - Present
UBS Financial Services 2008 - 2015
Merrill Lynch 2000 - 2008
LaSalle Bank 1997 - 2000
Education
The University of Chicago - Booth School of Business
Financial Planning & Wealth Management
University of Pennsylvania - The Wharton School
Investment Management & Analysis
North Park University
Economics
Providence Country Day
High School
Fairhaven Wealth Management 2015 - Present
Investments & Wealth Monitor 2010 - Present
The Chicago Community Trust 2010 - Present
UBS Financial Services 2008 - 2015
Merrill Lynch 2000 - 2008
LaSalle Bank 1997 - 2000
Education
The University of Chicago - Booth School of Business
Financial Planning & Wealth Management
University of Pennsylvania - The Wharton School
Investment Management & Analysis
North Park University
Economics
Providence Country Day
High School
Adam T. Heath's Merrill Lynch Experience July 2005 - December 2005
Job Associate Director at Caithness Energy
Industry Venture Capital & Private Equity
Experience
Caithness Energy May 2012 - Present
RBC Capital Markets March 2010 - April 2012
WestLB AG August 2007 - March 2010
Credit Suisse July 2006 - December 2006
Merrill Lynch July 2005 - December 2005
Skills
Financial Modeling, Project Finance, Valuation, Mergers & Acquisitions, Energy, Structured Finance, Risk Management, Strategy, Equity Valuation, Credit Risk, Private Equity, Due Diligence, Financial Analysis, Financial Structuring, Investments, Equity Research
Education
Northeastern University 2002 — 2007
BS, Finance & Accounting
Caithness Energy May 2012 - Present
RBC Capital Markets March 2010 - April 2012
WestLB AG August 2007 - March 2010
Credit Suisse July 2006 - December 2006
Merrill Lynch July 2005 - December 2005
Skills
Financial Modeling, Project Finance, Valuation, Mergers & Acquisitions, Energy, Structured Finance, Risk Management, Strategy, Equity Valuation, Credit Risk, Private Equity, Due Diligence, Financial Analysis, Financial Structuring, Investments, Equity Research
Education
Northeastern University 2002 — 2007
BS, Finance & Accounting
Benjamin Maldonado's Merrill Lynch Experience July 2005 - January 2006
Job Senior Tax Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2007 - Present
GE Commercial Finance - Real Estate July 2006 - January 2007
Merrill Lynch July 2005 - January 2006
Education
Northeastern University 2003 — 2008
Business Administration, Dual Concentration:Accounting and Finance & Insurance
Andersen Tax August 2007 - Present
GE Commercial Finance - Real Estate July 2006 - January 2007
Merrill Lynch July 2005 - January 2006
Education
Northeastern University 2003 — 2008
Business Administration, Dual Concentration:Accounting and Finance & Insurance
Genti Dallvo's Merrill Lynch Experience June 2005 - December 2005
Job Project Lead at Partners HealthCare
Industry Information Technology and Services
Experience
Partners HealthCare October 2012 - Present
Performance Architects June 2007 - October 2012
Dunkin' Brands 2010 - 2011
Liberty Mutual June 2006 - June 2007
Merrill Lynch June 2005 - December 2005
Boston Consulting Group July 2004 - December 2004
Skills
Essbase, Oracle, SQL, Process Improvement, Hyperion Enterprise, Performance Management, Business Intelligence, Financial Reporting, Data Warehousing, Project Planning, Business Analysis, Microsoft SQL Server, Hyperion Planning, EPM, OBIEE, Requirements Gathering, Data Modeling, Analytics, Problem Solving, Project Management, Hyperion
Education
Northeastern University 2001 — 2006
Bachelor of Science, Management Information Systems/International Business
Northeastern University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Partners HealthCare October 2012 - Present
Performance Architects June 2007 - October 2012
Dunkin' Brands 2010 - 2011
Liberty Mutual June 2006 - June 2007
Merrill Lynch June 2005 - December 2005
Boston Consulting Group July 2004 - December 2004
Skills
Essbase, Oracle, SQL, Process Improvement, Hyperion Enterprise, Performance Management, Business Intelligence, Financial Reporting, Data Warehousing, Project Planning, Business Analysis, Microsoft SQL Server, Hyperion Planning, EPM, OBIEE, Requirements Gathering, Data Modeling, Analytics, Problem Solving, Project Management, Hyperion
Education
Northeastern University 2001 — 2006
Bachelor of Science, Management Information Systems/International Business
Northeastern University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Marcus Frear's Merrill Lynch Experience July 2007 - February 2009
Job ETL Developer at Analytical Computer Services, Inc. and Owner, Analytical Computer Services, Inc
Industry Computer Software
Experience
AIG/Chartis Insurance January 2002 - Present
CIGNA Healthcare November 2009 - December 2010
Walt Disney World May 2009 - September 2009
Merrill Lynch July 2007 - February 2009
Barclays Bank February 2007 - June 2007
Central Garden & Pet November 2005 - November 2006
Central Pet West November 2005 - November 2006
State of NJ August 2002 - November 2005
Applied Card Systems September 2001 - July 2002
American Eagle Express June 2001 - August 2001
Education
North Carolina State University 1990 — 1994
College of the Albemarle
Associate, ELECTRONICS ENGINEERING TECHNOLOGY; COMPUTER SCIENCE MAJOR; BUSINESS COMPUTER PROGRAMMING
AIG/Chartis Insurance January 2002 - Present
CIGNA Healthcare November 2009 - December 2010
Walt Disney World May 2009 - September 2009
Merrill Lynch July 2007 - February 2009
Barclays Bank February 2007 - June 2007
Central Garden & Pet November 2005 - November 2006
Central Pet West November 2005 - November 2006
State of NJ August 2002 - November 2005
Applied Card Systems September 2001 - July 2002
American Eagle Express June 2001 - August 2001
Education
North Carolina State University 1990 — 1994
College of the Albemarle
Associate, ELECTRONICS ENGINEERING TECHNOLOGY; COMPUTER SCIENCE MAJOR; BUSINESS COMPUTER PROGRAMMING
Daniel Eaton's Merrill Lynch Experience 2003 - 2003
Job Kroger Customer Team Lead at The Hershey Company
Industry Consumer Goods
Experience
The Hershey Company August 2014 - Present
The Hershey Company June 2012 - July 2014
The Hershey Company July 2010 - June 2012
The Hershey Company December 2007 - July 2010
3M September 2006 - December 2007
3M January 2006 - August 2006
3M February 2004 - December 2005
The Grand Hotel Minneapolis 2000 - 2004
Merrill Lynch 2003 - 2003
Skills
Customer Insight, Sales, Consumer Products, Categorization, Retail, Microsoft Excel, Marketing Strategy, Microsoft Office, Product Development, Marketing, FMCG, Merchandising
Education
University of St. Thomas 2008 — 2010
Masters of Business Administration, Concentrations: Marketing and Economics
North Central University 2000 — 2003
Bachelor of Business Administration, Business Major, Marketing Minor
The Hershey Company August 2014 - Present
The Hershey Company June 2012 - July 2014
The Hershey Company July 2010 - June 2012
The Hershey Company December 2007 - July 2010
3M September 2006 - December 2007
3M January 2006 - August 2006
3M February 2004 - December 2005
The Grand Hotel Minneapolis 2000 - 2004
Merrill Lynch 2003 - 2003
Skills
Customer Insight, Sales, Consumer Products, Categorization, Retail, Microsoft Excel, Marketing Strategy, Microsoft Office, Product Development, Marketing, FMCG, Merchandising
Education
University of St. Thomas 2008 — 2010
Masters of Business Administration, Concentrations: Marketing and Economics
North Central University 2000 — 2003
Bachelor of Business Administration, Business Major, Marketing Minor
Marcos Roman, PMP's Merrill Lynch Experience June 2007 - October 2007
Job Director of Product Development
Industry Information Technology and Services
Experience
Educational Testing Services October 2007 - Present
Merrill Lynch June 2007 - October 2007
Educational Testing Services via TekSystems August 2006 - June 2007
ExpertPlan December 2004 - August 2006
IBM Global Services December 1999 - December 2004
AT&T December 1998 - December 1999
IMI Systems December 1997 - December 1998
Copeland Companies currently Citistreet December 1987 - December 1997
United States Marine Corps August 1983 - August 1987
Skills
End-to-End Project..., Multi-platform..., Multi-platform Software..., Software Quality..., Offshore Software..., CMMI, SQL, DBU, Microsoft Office: MS..., Telecommunications, Investment Banking, Retirement Plan..., Educational Assessments, MS Project, PMP, PMO
Education
Rutgers University, Center for Management Development 2012 — 2012
Mini-MBA, Business Essentials
Northeastern University 2008 — 2009
Project Management certificate program, Project Management
The George Washington University 2000 — 2002
Masters Certificate in Project Management
Rutgers University-New Brunswick
Educational Testing Services October 2007 - Present
Merrill Lynch June 2007 - October 2007
Educational Testing Services via TekSystems August 2006 - June 2007
ExpertPlan December 2004 - August 2006
IBM Global Services December 1999 - December 2004
AT&T December 1998 - December 1999
IMI Systems December 1997 - December 1998
Copeland Companies currently Citistreet December 1987 - December 1997
United States Marine Corps August 1983 - August 1987
Skills
End-to-End Project..., Multi-platform..., Multi-platform Software..., Software Quality..., Offshore Software..., CMMI, SQL, DBU, Microsoft Office: MS..., Telecommunications, Investment Banking, Retirement Plan..., Educational Assessments, MS Project, PMP, PMO
Education
Rutgers University, Center for Management Development 2012 — 2012
Mini-MBA, Business Essentials
Northeastern University 2008 — 2009
Project Management certificate program, Project Management
The George Washington University 2000 — 2002
Masters Certificate in Project Management
Rutgers University-New Brunswick
Derek Spittell's Merrill Lynch Experience January 2008 - July 2008
Job Senior IT Advisor
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2012 - June 2015
SEI Investments April 2010 - December 2011
SEI Investments June 2009 - September 2010
Merrill Lynch January 2008 - July 2008
Merrill Lynch January 2007 - July 2007
Aviva Life Insurance 2006 - 2006
Education
Northeastern University 2004 — 2009
The London School of Economics and Political Science (LSE) 2007 — 2007
LHS
LHS
Fidelity Investments June 2015 - Present
Fidelity Investments January 2012 - June 2015
SEI Investments April 2010 - December 2011
SEI Investments June 2009 - September 2010
Merrill Lynch January 2008 - July 2008
Merrill Lynch January 2007 - July 2007
Aviva Life Insurance 2006 - 2006
Education
Northeastern University 2004 — 2009
The London School of Economics and Political Science (LSE) 2007 — 2007
LHS
LHS
Stacy Dobson's Merrill Lynch Experience October 2007 - July 2010
Job Sr. Financial Analyst at RTI International
Industry Financial Services
Experience
RTI International June 2012 - Present
North Carolina State University August 2010 - May 2012
Living Hope June 2011 - August 2011
Merrill Lynch October 2007 - July 2010
Corporate Executive Board July 2006 - August 2007
Skills
Microsoft Office, Business Objects, Salesforce.com, Bloomberg, SAS, Maple, Microsoft Excel, Vlookup, Pivot Tables, Data Analysis, Statistics
Education
North Carolina State University 2010 — 2012
Master's degree, Economics, 2012
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
RTI International June 2012 - Present
North Carolina State University August 2010 - May 2012
Living Hope June 2011 - August 2011
Merrill Lynch October 2007 - July 2010
Corporate Executive Board July 2006 - August 2007
Skills
Microsoft Office, Business Objects, Salesforce.com, Bloomberg, SAS, Maple, Microsoft Excel, Vlookup, Pivot Tables, Data Analysis, Statistics
Education
North Carolina State University 2010 — 2012
Master's degree, Economics, 2012
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Michael Contreras's Merrill Lynch Experience September 2005 - January 2006
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch September 2010 - July 2015
Bank of America Merrill Lynch May 2007 - September 2010
The Northern Trust Company May 2006 - May 2007
Merrill Lynch September 2005 - January 2006
Education
North Park University 2002 — 2006
B.S., Finance
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch September 2010 - July 2015
Bank of America Merrill Lynch May 2007 - September 2010
The Northern Trust Company May 2006 - May 2007
Merrill Lynch September 2005 - January 2006
Education
North Park University 2002 — 2006
B.S., Finance
Will Beard, CIMA's Merrill Lynch Experience March 1999 - October 2014
Job Vice President
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Merrill Lynch March 1999 - October 2014
Skills
Portfolio Construction, Asset Allocation, Investment Strategies, Portfolio Analysis, Capital Markets, Alternative Investments
Education
North Carolina State University 1994 — 1998
Finance, Business Management
Wells Fargo Advisors October 2014 - Present
Merrill Lynch March 1999 - October 2014
Skills
Portfolio Construction, Asset Allocation, Investment Strategies, Portfolio Analysis, Capital Markets, Alternative Investments
Education
North Carolina State University 1994 — 1998
Finance, Business Management
Naga Beeram's Merrill Lynch Experience June 1995 - September 1996
Job Consultant at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2013 - Present
Deutsche Bank February 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers August 1997 - September 2008
OppenheimerFunds April 1997 - August 1997
Verizon September 1996 - April 1997
Merrill Lynch June 1995 - September 1996
Simon and Schuster September 1994 - March 1995
Skills
Fixed Income, Credit Derivatives, Electronic Trading, Trading Systems, Prime Brokerage, Equities, Derivatives, Market Data, Equity Derivatives, Sybase, Low Latency, FX Options, Options, Swaps, Bonds, Middle Office, Trading, Interest Rate...
Education
Hyderabad Public School
North Dakota State University
M.S, Computer Science
Osmania University
B.S, Electonics and Communication Engineering
Eaton Vance May 2013 - Present
Deutsche Bank February 2010 - December 2012
Barclays Capital September 2008 - January 2010
Lehman Brothers August 1997 - September 2008
OppenheimerFunds April 1997 - August 1997
Verizon September 1996 - April 1997
Merrill Lynch June 1995 - September 1996
Simon and Schuster September 1994 - March 1995
Skills
Fixed Income, Credit Derivatives, Electronic Trading, Trading Systems, Prime Brokerage, Equities, Derivatives, Market Data, Equity Derivatives, Sybase, Low Latency, FX Options, Options, Swaps, Bonds, Middle Office, Trading, Interest Rate...
Education
Hyderabad Public School
North Dakota State University
M.S, Computer Science
Osmania University
B.S, Electonics and Communication Engineering
James Clopton's Merrill Lynch Experience September 1999 - June 2002
Job Oracle HCM (PeopleSoft) Functional Analyst III
Industry Government Administration
Experience
King County June 2002 - Present
Merrill Lynch September 1999 - June 2002
US Army 1989 - 1993
Skills
PeopleSoft, Analysis, Business Analysis, Visio, Testing, Negotiation, Organizational..., Data Analysis, Microsoft SQL Server, Process Improvement, Program Management, Vendor Management, SDLC, SharePoint, Management
Education
University of Washington, Michael G. Foster School of Business 1996 — 1998
Bachelors of Arts, Business Administration, Information Systems, Marketing
North Seattle College 1994 — 1996
Associate of Arts (A.A.), Pre-Business
Nürnberg American High School - Nürnberg, Germany 1987 — 1988
High School Diploma, High School
King County June 2002 - Present
Merrill Lynch September 1999 - June 2002
US Army 1989 - 1993
Skills
PeopleSoft, Analysis, Business Analysis, Visio, Testing, Negotiation, Organizational..., Data Analysis, Microsoft SQL Server, Process Improvement, Program Management, Vendor Management, SDLC, SharePoint, Management
Education
University of Washington, Michael G. Foster School of Business 1996 — 1998
Bachelors of Arts, Business Administration, Information Systems, Marketing
North Seattle College 1994 — 1996
Associate of Arts (A.A.), Pre-Business
Nürnberg American High School - Nürnberg, Germany 1987 — 1988
High School Diploma, High School
Claire Rybinski's Merrill Lynch Experience June 2003 - December 2003
Job Controller at Pan Am Equities, Inc.
Industry Accounting
Experience
Pan Am Equities, Inc. October 2014 - Present
Stone Street Properties October 2012 - October 2014
Ernst & Young January 2011 - October 2012
RSM McGladrey September 2008 - January 2011
Feeley & Driscoll, P.C. October 2005 - August 2008
TA Associates Realty June 2004 - December 2004
Merrill Lynch June 2003 - December 2003
Skills
US GAAP, Accounting, Financial Reporting, Auditing, GAAP, Tax, Internal Controls, Financial Accounting, Financial Analysis, Corporate Tax, CPA, Sarbanes-Oxley Act, Revenue Recognition, Financial Statements
Education
Northeastern University 2005 — 2006
Master of Science, Accounting
Northeastern University 2002 — 2005
Bachelor of Science, Accounting
Pan Am Equities, Inc. October 2014 - Present
Stone Street Properties October 2012 - October 2014
Ernst & Young January 2011 - October 2012
RSM McGladrey September 2008 - January 2011
Feeley & Driscoll, P.C. October 2005 - August 2008
TA Associates Realty June 2004 - December 2004
Merrill Lynch June 2003 - December 2003
Skills
US GAAP, Accounting, Financial Reporting, Auditing, GAAP, Tax, Internal Controls, Financial Accounting, Financial Analysis, Corporate Tax, CPA, Sarbanes-Oxley Act, Revenue Recognition, Financial Statements
Education
Northeastern University 2005 — 2006
Master of Science, Accounting
Northeastern University 2002 — 2005
Bachelor of Science, Accounting
Michelle Becerra's Merrill Lynch Experience February 2004 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2004 - Present
U.S. CELLULAR January 2001 - February 2004
Education
Northeastern Illinois University 1998 — 2003
Bachelors, Finance
Merrill Lynch February 2004 - Present
U.S. CELLULAR January 2001 - February 2004
Education
Northeastern Illinois University 1998 — 2003
Bachelors, Finance
Kazi Hamidullah's Merrill Lynch Experience January 2010 - February 2011
Job Siebel Professional at IBM
Industry Information Technology and Services
Experience
IBM May 2011 - Present
Merrill Lynch January 2010 - February 2011
Alltech Consulting Services, Inc December 2009 - February 2011
Optimos Incorporated February 2007 - July 2009
National Grid October 2007 - March 2009
American Red Cross March 2007 - September 2007
Applimation May 2006 - February 2007
Applimation 2006 - 2007
Quintegra Solutions September 2004 - April 2006
Cadbury Adams 2005 - 2005
Skills
Siebel, PL/SQL, SQL, Web Services, XML, Business Analysis, JavaScript, Java, SQL Server, User Acceptance Testing, HTML, SDLC, Unix, Business Intelligence, Microsoft SQL Server, CRM, Databases, Oracle, Integration, Requirements Analysis, Test Cases, Software Development, EAI
Education
Wichita State University 1999 — 2001
Masters, Computer Science
North South University 1994 — 1997
Bachelor (BS), Computer Science
IBM May 2011 - Present
Merrill Lynch January 2010 - February 2011
Alltech Consulting Services, Inc December 2009 - February 2011
Optimos Incorporated February 2007 - July 2009
National Grid October 2007 - March 2009
American Red Cross March 2007 - September 2007
Applimation May 2006 - February 2007
Applimation 2006 - 2007
Quintegra Solutions September 2004 - April 2006
Cadbury Adams 2005 - 2005
Skills
Siebel, PL/SQL, SQL, Web Services, XML, Business Analysis, JavaScript, Java, SQL Server, User Acceptance Testing, HTML, SDLC, Unix, Business Intelligence, Microsoft SQL Server, CRM, Databases, Oracle, Integration, Requirements Analysis, Test Cases, Software Development, EAI
Education
Wichita State University 1999 — 2001
Masters, Computer Science
North South University 1994 — 1997
Bachelor (BS), Computer Science
Stephanie Molenstra's Merrill Lynch Experience June 2004 - April 2009
Job PO at Chicago
Industry Law Enforcement
Experience
Chicago October 2012 - Present
Merrill Lynch June 2004 - April 2009
GE Capital / Transamerica April 2000 - January 2003
Household Retail Services 1999 - 2000
Education
North Central College 1991 — 1995
Chicago October 2012 - Present
Merrill Lynch June 2004 - April 2009
GE Capital / Transamerica April 2000 - January 2003
Household Retail Services 1999 - 2000
Education
North Central College 1991 — 1995
Andrea Hamlin, MBA's Merrill Lynch Experience 2003 - 2006
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2006 - Present
Merrill Lynch 2003 - 2006
Northwestern University June 1996 - June 1999
Skills
Strategic Financial..., Management, Strategic Planning, Microsoft Office, Wealth Management, Securities, Investments, Finance, Retirement Planning, Risk Management, Financial Advisory, Financial Modeling, Data Analysis, Budgets, Microsoft Excel, Public Speaking, Customer Service, Account Management, Financial Planning, Financial Analysis, Asset Management, Portfolio Management
Education
North Park University 1998 — 2000
MBA, Business
North Park University 1990 — 1991
BA, Communications
University of Illinois at Chicago 1984 — 1987
Communications
New Trier High School 1981 — 1984
Raymond James July 2006 - Present
Merrill Lynch 2003 - 2006
Northwestern University June 1996 - June 1999
Skills
Strategic Financial..., Management, Strategic Planning, Microsoft Office, Wealth Management, Securities, Investments, Finance, Retirement Planning, Risk Management, Financial Advisory, Financial Modeling, Data Analysis, Budgets, Microsoft Excel, Public Speaking, Customer Service, Account Management, Financial Planning, Financial Analysis, Asset Management, Portfolio Management
Education
North Park University 1998 — 2000
MBA, Business
North Park University 1990 — 1991
BA, Communications
University of Illinois at Chicago 1984 — 1987
Communications
New Trier High School 1981 — 1984
Genna Lepore's Merrill Lynch Experience January 2007 - July 2007
Job Manager of Sales Development and Strategy at ShapeUp
Industry Health, Wellness and Fitness
Experience
HubSpot June 2012 - May 2015
Google October 2011 - March 2012
EMC January 2010 - October 2011
NYLO Hotels LLC May 2009 - November 2009
New England Sports Network September 2007 - March 2008
Merrill Lynch January 2007 - July 2007
Merrill Lynch January 2006 - July 2006
ESPN Radio June 2005 - December 2005
Education
Northeastern University
BSBA
The Umbra Institute
London School of Economics and Political Science
HubSpot June 2012 - May 2015
Google October 2011 - March 2012
EMC January 2010 - October 2011
NYLO Hotels LLC May 2009 - November 2009
New England Sports Network September 2007 - March 2008
Merrill Lynch January 2007 - July 2007
Merrill Lynch January 2006 - July 2006
ESPN Radio June 2005 - December 2005
Education
Northeastern University
BSBA
The Umbra Institute
London School of Economics and Political Science
Amy Gallatin's Merrill Lynch Experience February 1996 - February 2003
Job Photographic Artist and M.O.M.
Industry Photography
Experience
Amy Gallatin Photography Eyes into Soul 2010 - Present
S & E Growth 2004 - Present
... October 2002 - Present
Merrill Lynch February 1996 - February 2003
Lehman Brothers January 1994 - February 1996
Skills
Fundraising, Leadership, Strategic Planning, Public Speaking, Leadership Development, Nonprofits, Social Media, Philanthropy, Marketing, Human Resources, Event Planning, Customer Service, Start-ups, Equities, Portfolio Management, Creative Problem Solving, Child Development, Parenting, Photography, Event Management, Creative Solutions, Growth Management, Human Development, Digital Photography, Sales, Team Building, Strategy, Working With Children, Children Photography, Children Matters, Child Welfare
Education
Adelphi University 1990 — 1992
BBA
Northeastern University 1988 — 1990
Oceanside High School 1984 — 1988
Diploma
Amy Gallatin Photography Eyes into Soul 2010 - Present
S & E Growth 2004 - Present
... October 2002 - Present
Merrill Lynch February 1996 - February 2003
Lehman Brothers January 1994 - February 1996
Skills
Fundraising, Leadership, Strategic Planning, Public Speaking, Leadership Development, Nonprofits, Social Media, Philanthropy, Marketing, Human Resources, Event Planning, Customer Service, Start-ups, Equities, Portfolio Management, Creative Problem Solving, Child Development, Parenting, Photography, Event Management, Creative Solutions, Growth Management, Human Development, Digital Photography, Sales, Team Building, Strategy, Working With Children, Children Photography, Children Matters, Child Welfare
Education
Adelphi University 1990 — 1992
BBA
Northeastern University 1988 — 1990
Oceanside High School 1984 — 1988
Diploma
Kevin McAuliffe's Merrill Lynch Experience June 2000 - November 2003
Job Vice President Area Manager Business Banking at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2012 - Present
JPMorgan Chase November 2003 - May 2012
Merrill Lynch June 2000 - November 2003
Duke Energy December 1998 - June 2000
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Portfolio Management, Retail Banking, Credit Risk, Lines Of Credit, Loan Origination, Cash Management
Education
Northeastern Illinois University 1995 — 1997
Finance
JPMorgan Chase May 2012 - Present
JPMorgan Chase November 2003 - May 2012
Merrill Lynch June 2000 - November 2003
Duke Energy December 1998 - June 2000
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Portfolio Management, Retail Banking, Credit Risk, Lines Of Credit, Loan Origination, Cash Management
Education
Northeastern Illinois University 1995 — 1997
Finance
Pamela D. Richardson's Merrill Lynch Experience May 1983 - December 2001
Job President/CEO at Volunteers of America
Industry Nonprofit Organization Management
Experience
Volunteers of America of Oklahoma March 2012 - Present
Association of Fundraising Professionals 2001 - 2014
Resonance Center for Women Inc. July 2009 - March 2012
Oklahoma State University - Tulsa June 2007 - March 2009
The Bridges Foundation October 2002 - May 2007
Merrill Lynch May 1983 - December 2001
Skills
Non-profit Board..., Budgets, Annual Giving, Marketing, Program Management, Coaching, Staff Development, Planned Giving, Research, Capital Campaigns, Event Management, Endowments, Grant Writing, Strategic Planning, Board Development, Social Networking, Marketing Communications, Social Media, Strategic Communications, Leadership, Media Relations, Training, Case Managment, Strategy, Business Strategy, Community Development, Teaching, Newsletters, Business Development, Entrepreneurship, Program Evaluation, Government, Management, Case Management, Philanthropy, Stewardship, Non-profit Leadership, Volunteer Recruiting, Workshop Facilitation, Public Policy, Community Organizing, Small Business, Strategic Partnerships, Executive Management, Fundraising, Nonprofits, Public Speaking, Event Planning, Community Outreach, Leadership Development
Education
Oklahoma State University 2002 — 2007
MBA, Business Finance, Management and Marketing
Northeastern State University 1993 — 1995
BBA, Finance
Texas Tech University - Rawls College of Business 1975 — 1979
Finance
Volunteers of America of Oklahoma March 2012 - Present
Association of Fundraising Professionals 2001 - 2014
Resonance Center for Women Inc. July 2009 - March 2012
Oklahoma State University - Tulsa June 2007 - March 2009
The Bridges Foundation October 2002 - May 2007
Merrill Lynch May 1983 - December 2001
Skills
Non-profit Board..., Budgets, Annual Giving, Marketing, Program Management, Coaching, Staff Development, Planned Giving, Research, Capital Campaigns, Event Management, Endowments, Grant Writing, Strategic Planning, Board Development, Social Networking, Marketing Communications, Social Media, Strategic Communications, Leadership, Media Relations, Training, Case Managment, Strategy, Business Strategy, Community Development, Teaching, Newsletters, Business Development, Entrepreneurship, Program Evaluation, Government, Management, Case Management, Philanthropy, Stewardship, Non-profit Leadership, Volunteer Recruiting, Workshop Facilitation, Public Policy, Community Organizing, Small Business, Strategic Partnerships, Executive Management, Fundraising, Nonprofits, Public Speaking, Event Planning, Community Outreach, Leadership Development
Education
Oklahoma State University 2002 — 2007
MBA, Business Finance, Management and Marketing
Northeastern State University 1993 — 1995
BBA, Finance
Texas Tech University - Rawls College of Business 1975 — 1979
Finance
Jullie Marie's Merrill Lynch Experience January 2007 - June 2008
Job Project Manager Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2008 - Present
Merrill Lynch January 2007 - June 2008
Ernst & Young March 1996 - July 2006
Education
Northeastern Illinois University 1988 — 1992
BNY Mellon June 2008 - Present
Merrill Lynch January 2007 - June 2008
Ernst & Young March 1996 - July 2006
Education
Northeastern Illinois University 1988 — 1992
Sevy Agustine's Merrill Lynch Experience September 2009 - December 2009
Job Sales and Marketing
Industry Financial Services
Experience
Netclearly February 2010 - May 2012
Merrill Lynch September 2009 - December 2009
CV. Cakra Laut May 2009 - August 2009
North Seattle Community College August 2007 - December 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Finance, Microsoft Office, Customer Service, Accounting, Research, Financial Statements, English, Workshop Facilitation, Process Scheduler, Tutoring, Mac OS, Concept Development, Analysis, Investments, Financial Analysis, Spreadsheets, Financial Modeling
Education
University of San Francisco 2007 — 2009
B.S, Finance
North Seattle Community College 2006 — 2007
Associate, Business
Netclearly February 2010 - May 2012
Merrill Lynch September 2009 - December 2009
CV. Cakra Laut May 2009 - August 2009
North Seattle Community College August 2007 - December 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Finance, Microsoft Office, Customer Service, Accounting, Research, Financial Statements, English, Workshop Facilitation, Process Scheduler, Tutoring, Mac OS, Concept Development, Analysis, Investments, Financial Analysis, Spreadsheets, Financial Modeling
Education
University of San Francisco 2007 — 2009
B.S, Finance
North Seattle Community College 2006 — 2007
Associate, Business
Jeff Colvin's Merrill Lynch Experience June 2008 - December 2008
Job Proprietary Trader at Chimera Securities
Industry Financial Services
Experience
Chimera Securities June 2009 - Present
Merrill Lynch June 2008 - December 2008
UBS July 2007 - December 2007
Advantage Data 2006 - 2007
Skills
Trading, Proprietary Trading, Electronic Trading, Equity Trading, Financial Markets, Investments, Trading Strategies, Securities, Financial Analysis, Technical Analysis, Valuation, Securities Lending, Risk Management, Equity Research
Education
Northeastern University 2004 — 2009
B.S., Dual Major Finance & Entrepreneurship
Belmont High School 2000 — 2004
Chimera Securities June 2009 - Present
Merrill Lynch June 2008 - December 2008
UBS July 2007 - December 2007
Advantage Data 2006 - 2007
Skills
Trading, Proprietary Trading, Electronic Trading, Equity Trading, Financial Markets, Investments, Trading Strategies, Securities, Financial Analysis, Technical Analysis, Valuation, Securities Lending, Risk Management, Equity Research
Education
Northeastern University 2004 — 2009
B.S., Dual Major Finance & Entrepreneurship
Belmont High School 2000 — 2004
Linnea Kopp's Merrill Lynch Experience July 1999 - September 2000
Job Benefits Manager at TCS Education System
Industry Human Resources
Experience
TCS Education System July 2012 - Present
Norwegian American Hospital September 2010 - June 2012
Resurrection Health Care June 2007 - September 2010
PepsiCo November 2005 - September 2006
PepsiCo September 2000 - November 2005
Merrill Lynch July 1999 - September 2000
Alliant Foodservice, Inc. 1994 - 1999
Coram Healthcare/Caremark October 1989 - April 1995
Baxter Healthcare July 1987 - October 1989
Skills
Deferred Compensation, Employee Relations, Benefits Administration, HRIS, Onboarding, HR Policies, Talent Management, PeopleSoft, Human Resources, Labor Relations, Employee Benefits, Leadership, FMLA, Personnel Management, New Hire Orientations, Performance Management, ADP Payroll, Compensation & Benefits
Education
Northeastern Illinois University 2007 — 2011
B.A., Interdisciplinary Studies, minor in Human Resources Development
Shimer College 2002 — 2003
Shimer College 1992 — 1994
Shimer College 1986 — 1987
TCS Education System July 2012 - Present
Norwegian American Hospital September 2010 - June 2012
Resurrection Health Care June 2007 - September 2010
PepsiCo November 2005 - September 2006
PepsiCo September 2000 - November 2005
Merrill Lynch July 1999 - September 2000
Alliant Foodservice, Inc. 1994 - 1999
Coram Healthcare/Caremark October 1989 - April 1995
Baxter Healthcare July 1987 - October 1989
Skills
Deferred Compensation, Employee Relations, Benefits Administration, HRIS, Onboarding, HR Policies, Talent Management, PeopleSoft, Human Resources, Labor Relations, Employee Benefits, Leadership, FMLA, Personnel Management, New Hire Orientations, Performance Management, ADP Payroll, Compensation & Benefits
Education
Northeastern Illinois University 2007 — 2011
B.A., Interdisciplinary Studies, minor in Human Resources Development
Shimer College 2002 — 2003
Shimer College 1992 — 1994
Shimer College 1986 — 1987
Anthony Santamaria's Merrill Lynch Experience July 2006 - January 2007
Job FMP Financial Analyst at GE Commercial Finance
Industry Financial Services
Experience
GE Commercial Finance July 2007 - Present
Merrill Lynch July 2006 - January 2007
Education
Northeastern University 2004 — 2008
BS in BA, Finance & Insurance, Marketing
GE Commercial Finance July 2007 - Present
Merrill Lynch July 2006 - January 2007
Education
Northeastern University 2004 — 2008
BS in BA, Finance & Insurance, Marketing
Michael Vittitoe's Merrill Lynch Experience 2006 - 2006
Job Managing Director, Institutional Equity Sales
Industry Financial Services
Experience
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
Canaccord Genuity Inc. August 2012 - Present
Cowen and Company January 2012 - August 2012
Collins Stewart January 2010 - January 2012
COMSYS September 2009 - December 2009
Kaufman Bros. June 2007 - September 2009
Merrill Lynch 2006 - 2006
Education
Northeastern University 2002 — 2007
B.S., Finance
Seton Hall Preparatory School 1998 — 2002
Lea Ricci's Merrill Lynch Experience January 2007 - June 2007
Job Account Manager at Constellation Energy
Industry Oil & Energy
Experience
Constellation February 2014 - Present
Constellation Energy May 2010 - February 2014
Goldman Sachs January 2008 - June 2008
Merrill Lynch January 2007 - June 2007
Skills
Business Development, Cross-functional Team..., New Business Development, Project Management, Business Strategy, Strategic Planning, Analysis, Process Improvement, Business Analysis, Account Management, Siebel, Energy, Sales, Sales Operations
Education
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Finance/Entrepreneurship
Constellation February 2014 - Present
Constellation Energy May 2010 - February 2014
Goldman Sachs January 2008 - June 2008
Merrill Lynch January 2007 - June 2007
Skills
Business Development, Cross-functional Team..., New Business Development, Project Management, Business Strategy, Strategic Planning, Analysis, Process Improvement, Business Analysis, Account Management, Siebel, Energy, Sales, Sales Operations
Education
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Finance/Entrepreneurship
Joan Finnin's Merrill Lynch Experience August 1980 - March 1992
Job Client Solutions at Citi
Industry Financial Services
Experience
Citi October 2012 - Present
Citi April 2007 - Present
United Services June 2006 - April 2007
Citigroup March 1992 - August 2004
Merrill Lynch August 1980 - March 1992
Skills
Trading, Risk, Customer Relations, Compliance, Series 7, Commodities, Series 63, Credit, Excel, Customer Service, Middle Office, Options, Currency, Strategic Planning, Budgeting, Commodity, Budgets, Financial Risk, Training, Financial Services, Securities, Leadership, Equities, Electronic Trading, Trading Systems, Banking, Financial Markets, Derivatives, FX Options, Microsoft Excel, Fixed Income, Risk Management, Investments
Education
North Park University 1998 — 2004
MBA, Business Administration
Northeastern Illinois University 1991 — 1995
BA, Business
Triton-College 1989 — 1991
Citi October 2012 - Present
Citi April 2007 - Present
United Services June 2006 - April 2007
Citigroup March 1992 - August 2004
Merrill Lynch August 1980 - March 1992
Skills
Trading, Risk, Customer Relations, Compliance, Series 7, Commodities, Series 63, Credit, Excel, Customer Service, Middle Office, Options, Currency, Strategic Planning, Budgeting, Commodity, Budgets, Financial Risk, Training, Financial Services, Securities, Leadership, Equities, Electronic Trading, Trading Systems, Banking, Financial Markets, Derivatives, FX Options, Microsoft Excel, Fixed Income, Risk Management, Investments
Education
North Park University 1998 — 2004
MBA, Business Administration
Northeastern Illinois University 1991 — 1995
BA, Business
Triton-College 1989 — 1991
Judith Newton's Merrill Lynch Experience March 1984 - March 1986
Job Founder at OtterBank
Industry Financial Services
Experience
OtterBank April 2009 - Present
Wachovia Securities, LLC 2006 - 2009
Forefield Inc. December 1996 - September 1998
American Express Financial Advisors April 1992 - December 1996
Fidelity Investments March 1986 - February 1988
Merrill Lynch March 1984 - March 1986
Education
Northeastern University 1978 — 1983
BA, Anthropology
Barnstable High School 1974 — 1978
Diploma
OtterBank April 2009 - Present
Wachovia Securities, LLC 2006 - 2009
Forefield Inc. December 1996 - September 1998
American Express Financial Advisors April 1992 - December 1996
Fidelity Investments March 1986 - February 1988
Merrill Lynch March 1984 - March 1986
Education
Northeastern University 1978 — 1983
BA, Anthropology
Barnstable High School 1974 — 1978
Diploma
Diane Tripp's Merrill Lynch Experience April 2006 - April 2009
Job Administrative Professional/Client Assosciate
Industry Financial Services
Lisa Yankou's Merrill Lynch Experience July 2007 - December 2007
Job Financial Services Professional
Industry Financial Services
Experience
Deloitte July 2012 - Present
J. P. Morgan February 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Huntington Equity Fund Northeastern University January 2007 - May 2008
Merrill Lynch July 2007 - December 2007
Sony Music Entertainment 2003 - 2003
Skills
Derivatives, Trading Systems, Portfolio Management, Equities
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Finance and Insurance, Marketing
Scarsdale High School
Deloitte July 2012 - Present
J. P. Morgan February 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Huntington Equity Fund Northeastern University January 2007 - May 2008
Merrill Lynch July 2007 - December 2007
Sony Music Entertainment 2003 - 2003
Skills
Derivatives, Trading Systems, Portfolio Management, Equities
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Finance and Insurance, Marketing
Scarsdale High School
Robert Hartinger's Merrill Lynch Experience May 2011 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Skills
Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Planning
Education
North Carolina State University - College of Management 2007 — 2011
Merrill Lynch May 2011 - Present
Skills
Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Asset Allocation, Fixed Annuities, Financial Planning
Education
North Carolina State University - College of Management 2007 — 2011
Lisa Vodopivec's Merrill Lynch Experience January 2006 - January 2009
Job GE Capital, Regulatory Reporting
Industry Financial Services
Experience
GE Capital August 2012 - Present
Bank of America January 2009 - August 2012
Merrill Lynch January 2006 - January 2009
Transamerica January 2004 - December 2005
Transamerica July 2001 - January 2004
Arthur J. Gallagher March 2001 - June 2001
Transamerica October 1995 - March 2001
Skills
Commercial Lending
Education
North Central College 1992 — 1995
BS, Accounting
GE Capital August 2012 - Present
Bank of America January 2009 - August 2012
Merrill Lynch January 2006 - January 2009
Transamerica January 2004 - December 2005
Transamerica July 2001 - January 2004
Arthur J. Gallagher March 2001 - June 2001
Transamerica October 1995 - March 2001
Skills
Commercial Lending
Education
North Central College 1992 — 1995
BS, Accounting
Jamal Cummings's Merrill Lynch Experience June 2008 - February 2009
Job Applications Consultant (Business Analyst)
Industry Information Technology and Services
Experience
Vistex September 2014 - Present
Warner Home Video August 2013 - September 2014
Disney Consumer Products March 2012 - June 2013
Morgan Stanley September 2010 - January 2012
Vicarious Sounds February 2009 - August 2010
Merrill Lynch June 2008 - February 2009
Merrill Lynch July 2007 - June 2008
Skills
Contract Management, User Acceptance Testing, Prioritisation, Requirements Gathering, End User Training, Scenario Planning, Building Relationships, People-oriented, Metrics, Music Production, Licensing Agreements, Music Licensing, Licensing, Business Analysis, Derivatives, Settlement, Middle Office, Finance, Testing, Integration, Corporate Finance, Business Strategy, Trading, Management
Education
Northeastern University 2002 — 2007
BS Business Administration, Entrepreneurship, Finance
Garden School
Vistex September 2014 - Present
Warner Home Video August 2013 - September 2014
Disney Consumer Products March 2012 - June 2013
Morgan Stanley September 2010 - January 2012
Vicarious Sounds February 2009 - August 2010
Merrill Lynch June 2008 - February 2009
Merrill Lynch July 2007 - June 2008
Skills
Contract Management, User Acceptance Testing, Prioritisation, Requirements Gathering, End User Training, Scenario Planning, Building Relationships, People-oriented, Metrics, Music Production, Licensing Agreements, Music Licensing, Licensing, Business Analysis, Derivatives, Settlement, Middle Office, Finance, Testing, Integration, Corporate Finance, Business Strategy, Trading, Management
Education
Northeastern University 2002 — 2007
BS Business Administration, Entrepreneurship, Finance
Garden School
kate gormley's Merrill Lynch Experience July 2003 - September 2003
Job pharmaceutical Sales Representative at Eli Lilly
Industry Pharmaceuticals
Experience
Eli Lilly June 2006 - Present
LILLY USA January 2006 - Present
UNIQUITIES March 2004 - July 2006
CHAPEL HILL DOWNTOWN ECONOMIC DEVELOPMENT July 2005 - August 2005
Merrill Lynch July 2003 - September 2003
GUESS JEANS January 2002 - February 2002
Education
North Carolina State University 2004 — 2006
MA, economics
North Carolina State University
Master of Arts, Economics
Salem College
Bachelor of Arts, Economics
Eli Lilly June 2006 - Present
LILLY USA January 2006 - Present
UNIQUITIES March 2004 - July 2006
CHAPEL HILL DOWNTOWN ECONOMIC DEVELOPMENT July 2005 - August 2005
Merrill Lynch July 2003 - September 2003
GUESS JEANS January 2002 - February 2002
Education
North Carolina State University 2004 — 2006
MA, economics
North Carolina State University
Master of Arts, Economics
Salem College
Bachelor of Arts, Economics
Alex Kalausich's Merrill Lynch Experience May 2009 - August 2009
Job Associate Client Manager MillerCoors Team at Nielsen
Industry Market Research
Experience
Nielsen February 2014 - Present
Mintel October 2012 - January 2014
Echo Global Logistics April 2012 - October 2012
Echo Global Logistics December 2010 - April 2012
Merrill Lynch May 2009 - August 2009
Skills
Market Research, Financial Analysis, Sales, Analytics, Product Development, Account Management, Business Strategy, Microsoft Excel, Public Speaking, Brand Management, Marketing, Finance, Competitive Intelligence, Leadership, Consumer insights, Statistical Analysis..., SPSS, SAS, Strategic Brand..., Big Data Analytics, Consumer Behaviour, Consumer Segmentation, Sports Coaching, Multivariate Analysis, Bloomberg Terminal, Management, Analysis
Education
Roosevelt University 2015 — 2018
Master of Business Administration (MBA), Integrated Marketing Communications
North Park University 2006 — 2010
BS, Economics; Finance
Nielsen February 2014 - Present
Mintel October 2012 - January 2014
Echo Global Logistics April 2012 - October 2012
Echo Global Logistics December 2010 - April 2012
Merrill Lynch May 2009 - August 2009
Skills
Market Research, Financial Analysis, Sales, Analytics, Product Development, Account Management, Business Strategy, Microsoft Excel, Public Speaking, Brand Management, Marketing, Finance, Competitive Intelligence, Leadership, Consumer insights, Statistical Analysis..., SPSS, SAS, Strategic Brand..., Big Data Analytics, Consumer Behaviour, Consumer Segmentation, Sports Coaching, Multivariate Analysis, Bloomberg Terminal, Management, Analysis
Education
Roosevelt University 2015 — 2018
Master of Business Administration (MBA), Integrated Marketing Communications
North Park University 2006 — 2010
BS, Economics; Finance
Theodore T.J. Landis's Merrill Lynch Experience 2012 - December 2013
Job DavisMartinPowell & Associates
Industry Civil Engineering
Experience
Davis Martin & Powell July 2014 - Present
Davis Martin & Powell February 2014 - July 2014
Merrill Lynch 2012 - December 2013
Skills
Leadership
Education
North Carolina State University 1997 — 2002
Davis Martin & Powell July 2014 - Present
Davis Martin & Powell February 2014 - July 2014
Merrill Lynch 2012 - December 2013
Skills
Leadership
Education
North Carolina State University 1997 — 2002
Mehul M. Shah's Merrill Lynch Experience March 2007 - July 2012
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Merrill Lynch March 2007 - July 2012
Morgan Stanley September 2003 - March 2007
Dreyfus September 2002 - September 2003
Deustche Bank July 2001 - May 2002
First Union National Bank April 2000 - March 2001
Skills
Fixed Income, Series 7, Interest Rate..., Series 63, Credit Derivatives, Equity Derivatives, OTC Derivatives, Business Relationship..., Client Service Oriented, SharePoint, Dedicated Professional, Multi Tasking, Collateral Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Client Relationships..., Relationship Management, Equities, Finance, Trading
Education
North Carolina State University 1991 — 1996
Bachelor's degree, Business/Managerial Economics
Vanguard May 2013 - Present
Merrill Lynch March 2007 - July 2012
Morgan Stanley September 2003 - March 2007
Dreyfus September 2002 - September 2003
Deustche Bank July 2001 - May 2002
First Union National Bank April 2000 - March 2001
Skills
Fixed Income, Series 7, Interest Rate..., Series 63, Credit Derivatives, Equity Derivatives, OTC Derivatives, Business Relationship..., Client Service Oriented, SharePoint, Dedicated Professional, Multi Tasking, Collateral Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Client Relationships..., Relationship Management, Equities, Finance, Trading
Education
North Carolina State University 1991 — 1996
Bachelor's degree, Business/Managerial Economics
Denise Karageorge-Gaulin's Merrill Lynch Experience March 1989 - August 1997
Job Office Manager at KarelGordon & Associates
Industry Management Consulting
Experience
Karel-Gordon & Associates October 2007 - Present
Connections Day School, Libertyville, IL June 2006 - October 2007
Medco Service Corporation June 2000 - June 2006
Oak Grove School District #68 August 1997 - June 2002
Merrill Lynch March 1989 - August 1997
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Customer Service, QuickBooks, Management, Payroll, Outlook
Education
Trinity International University 2002 — 2003
Working towards a Master of Arts
Northeastern Illinois University
B.A., Business & Management
Northeastern Illinois University
B.A. of Business Administration and Management
Karel-Gordon & Associates October 2007 - Present
Connections Day School, Libertyville, IL June 2006 - October 2007
Medco Service Corporation June 2000 - June 2006
Oak Grove School District #68 August 1997 - June 2002
Merrill Lynch March 1989 - August 1997
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Customer Service, QuickBooks, Management, Payroll, Outlook
Education
Trinity International University 2002 — 2003
Working towards a Master of Arts
Northeastern Illinois University
B.A., Business & Management
Northeastern Illinois University
B.A. of Business Administration and Management
Fallon Wacasey's Merrill Lynch Experience March 1999 - September 2003
Job Customer Solutions Manager at The Medicines Company
Industry Pharmaceuticals
Experience
The Medicines Company March 2015 - Present
CSC Sugar January 2012 - March 2015
Forest Pharmaceuticals August 2009 - January 2012
FOREST PHARMACEUTICALS, INC December 2005 - July 2009
FOREST PHARMACEUTICALS, INC. June 2005 - November 2005
FOREST PHARMACEUTICALS, INC October 2003 - May 2005
Merrill Lynch March 1999 - September 2003
University of Tulsa March 1997 - March 1999
Hutchinson Community College July 1996 - February 1997
Northeastern State University August 1994 - July 1996
Skills
Hospitals, Healthcare, Pharmaceutical Sales, Cardiology, Account Management, Sales Operations, Territory Management, Cold Calling, New Business Development, Marketing, Sales, Neurology, Management, Strategy, Leadership, Training, Sales Force Development, Sales Management, Logistics, Strategic Planning, Customer Service
Education
Northeastern State University 1994 — 1996
Master's Degree, Education
University of Tulsa 1987 — 1992
Bachelor's Degree, Communications/Public Relations
The Medicines Company March 2015 - Present
CSC Sugar January 2012 - March 2015
Forest Pharmaceuticals August 2009 - January 2012
FOREST PHARMACEUTICALS, INC December 2005 - July 2009
FOREST PHARMACEUTICALS, INC. June 2005 - November 2005
FOREST PHARMACEUTICALS, INC October 2003 - May 2005
Merrill Lynch March 1999 - September 2003
University of Tulsa March 1997 - March 1999
Hutchinson Community College July 1996 - February 1997
Northeastern State University August 1994 - July 1996
Skills
Hospitals, Healthcare, Pharmaceutical Sales, Cardiology, Account Management, Sales Operations, Territory Management, Cold Calling, New Business Development, Marketing, Sales, Neurology, Management, Strategy, Leadership, Training, Sales Force Development, Sales Management, Logistics, Strategic Planning, Customer Service
Education
Northeastern State University 1994 — 1996
Master's Degree, Education
University of Tulsa 1987 — 1992
Bachelor's Degree, Communications/Public Relations
Eric Helsel's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor, Merrill Lynch Arlington, TX
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Bank of America July 2007 - June 2011
Xerox May 1999 - December 2001
Skills
Investments, Series 7, Retirement Planning, Financial Advisory, Financial Planning, Securities, Cash Management, Mortgage, Wealth Management, Annuities, Insurance, Mortgage Lending, Loans, Residential Mortgages, Long Term Care, Refinance, Investment Properties, Commercial Lending, Banking, Equities, Options, Investment Strategies, Financial Analysis, Estate Planning, Series 66, Higher Education
Education
North Lake College 2005 — 2006
Certificate, Mortgage Banking
The University of Texas at Arlington - College of Business 1994 — 1998
International Business / Spanish, International Business, Spanish
Merrill Lynch July 2011 - Present
Bank of America July 2007 - June 2011
Xerox May 1999 - December 2001
Skills
Investments, Series 7, Retirement Planning, Financial Advisory, Financial Planning, Securities, Cash Management, Mortgage, Wealth Management, Annuities, Insurance, Mortgage Lending, Loans, Residential Mortgages, Long Term Care, Refinance, Investment Properties, Commercial Lending, Banking, Equities, Options, Investment Strategies, Financial Analysis, Estate Planning, Series 66, Higher Education
Education
North Lake College 2005 — 2006
Certificate, Mortgage Banking
The University of Texas at Arlington - College of Business 1994 — 1998
International Business / Spanish, International Business, Spanish
James Xu's Merrill Lynch Experience June 2011 - December 2011
Job Senior Valuations Analyst Tennenbaum Capital Partners
Industry Financial Services
Experience
Tennenbaum Capital Partners, LLC September 2015 - Present
Deloitte July 2014 - September 2015
PwC September 2012 - July 2014
North Carolina State University- ERM Initiative January 2012 - May 2012
Merrill Lynch June 2011 - December 2011
La Esquina Latina April 2011 - September 2011
North Carolina State University Outreach Call Center February 2008 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Financial Accounting, Financial Reporting, Research, Sarbanes-Oxley Act, Internal Controls, Hedge Funds, Alternative Investments, Assurance, Financial Services, US GAAP, Analysis
Education
North Carolina State University - College of Management 2011 — 2012
Master's, Accounting- Enterprise Risk Management
North Carolina State University - College of Management 2007 — 2011
Bachelor's, Accounting- Financial Analysis
Dainfern College
Tennenbaum Capital Partners, LLC September 2015 - Present
Deloitte July 2014 - September 2015
PwC September 2012 - July 2014
North Carolina State University- ERM Initiative January 2012 - May 2012
Merrill Lynch June 2011 - December 2011
La Esquina Latina April 2011 - September 2011
North Carolina State University Outreach Call Center February 2008 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Financial Accounting, Financial Reporting, Research, Sarbanes-Oxley Act, Internal Controls, Hedge Funds, Alternative Investments, Assurance, Financial Services, US GAAP, Analysis
Education
North Carolina State University - College of Management 2011 — 2012
Master's, Accounting- Enterprise Risk Management
North Carolina State University - College of Management 2007 — 2011
Bachelor's, Accounting- Financial Analysis
Dainfern College
Mike Cessor's Merrill Lynch Experience February 1997 - April 2001
Job Information Technology Manager at The Home Depot
Industry Retail
Experience
The Home Depot April 2001 - Present
Merrill Lynch February 1997 - April 2001
Education
North Carolina State University - College of Management 2000 — 2003
MBA, IT
The Home Depot April 2001 - Present
Merrill Lynch February 1997 - April 2001
Education
North Carolina State University - College of Management 2000 — 2003
MBA, IT
Robert Tilson, CRPS®'s Merrill Lynch Experience August 2010 - September 2012
Job Regional Bank Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Merrill Lynch August 2010 - September 2012
BMO Harris Bank (M& I Bank FSB Division) March 2007 - June 2010
Popular Financial Holdings December 2003 - March 2007
Citi (CitiMortgage Division) August 2002 - November 2003
Regions Bank (EquiFirst Corp. Division) February 2001 - July 2002
The Money Center October 1995 - December 2000
Long Beach Bank October 1994 - October 1995
Citi (The Associates Division) June 1992 - October 1994
Education
North Carolina State University
Business Management
The American College
Certified Financial Planner (CFP) Coursework
The College for Financial Planning
(CRPS®)Chartered Retirement Plans Specialist Designation
Wells Fargo September 2012 - Present
Merrill Lynch August 2010 - September 2012
BMO Harris Bank (M& I Bank FSB Division) March 2007 - June 2010
Popular Financial Holdings December 2003 - March 2007
Citi (CitiMortgage Division) August 2002 - November 2003
Regions Bank (EquiFirst Corp. Division) February 2001 - July 2002
The Money Center October 1995 - December 2000
Long Beach Bank October 1994 - October 1995
Citi (The Associates Division) June 1992 - October 1994
Education
North Carolina State University
Business Management
The American College
Certified Financial Planner (CFP) Coursework
The College for Financial Planning
(CRPS®)Chartered Retirement Plans Specialist Designation
Linda Weitz's Merrill Lynch Experience December 2002 - Present
Job Financial Advisor/Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2002 - Present
UBS January 1996 - December 2002
Skills
Personal Financial..., Portfolio Management, Client Education
Education
Northcentral University 2012 — 2015
Doctor of Philosophy (PhD.) Candidate, Business
Nova Southeastern University 2004 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management
Merrill Lynch December 2002 - Present
UBS January 1996 - December 2002
Skills
Personal Financial..., Portfolio Management, Client Education
Education
Northcentral University 2012 — 2015
Doctor of Philosophy (PhD.) Candidate, Business
Nova Southeastern University 2004 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management
Wayne Hewett's Merrill Lynch Experience September 2011 - November 2013
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, NA November 2013 - Present
Merrill Lynch September 2011 - November 2013
Wells Fargo Advisors September 2007 - September 2011
Bank of America September 2004 - September 2007
Education
North Carolina State University
JP Morgan Chase Bank, NA November 2013 - Present
Merrill Lynch September 2011 - November 2013
Wells Fargo Advisors September 2007 - September 2011
Bank of America September 2004 - September 2007
Education
North Carolina State University
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank