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
Chris Bjork Chris Bjork's Merrill Lynch Experience 1999 - 2001
Job Business Development Manager at Moneris Solutions
Industry Financial Services
Experience
Moneris Solutions November 2014 - Present
Mercury Payment Systems September 2009 - June 2014
Chase Paymentech 2006 - 2009
Wells Fargo Bank 2004 - 2006
JP Morgan 2001 - 2002
Merrill Lynch 1999 - 2001
USA.NET 1996 - 1999
Skills
Payment Processing, Merchant Services, Payments, Consultative Selling, Solution Selling, Strategic Partnerships, Lead Generation, New Business Development, B2B, Account Management, Customer Relations, Channel Management, Negotiation, Sales Management, Strategic Planning, Team Leadership, Business Strategy, Contract Negotiation, Payment Card Processing, Channel Partners, Selling, Sales, E-commerce, Marketing, Marketing Strategy, Business Development, Customer Service
Education
Northern Michigan University 1990 — 1995
Bachelor's degree
Moneris Solutions November 2014 - Present
Mercury Payment Systems September 2009 - June 2014
Chase Paymentech 2006 - 2009
Wells Fargo Bank 2004 - 2006
JP Morgan 2001 - 2002
Merrill Lynch 1999 - 2001
USA.NET 1996 - 1999
Skills
Payment Processing, Merchant Services, Payments, Consultative Selling, Solution Selling, Strategic Partnerships, Lead Generation, New Business Development, B2B, Account Management, Customer Relations, Channel Management, Negotiation, Sales Management, Strategic Planning, Team Leadership, Business Strategy, Contract Negotiation, Payment Card Processing, Channel Partners, Selling, Sales, E-commerce, Marketing, Marketing Strategy, Business Development, Customer Service
Education
Northern Michigan University 1990 — 1995
Bachelor's degree
Dawn Lloyd, JD, CFP®, CRPC® Dawn Lloyd, JD, CFP®, CRPC®'s Merrill Lynch Experience March 2009 - August 2013
Job President Investments and Advisory Services at Lakritz & Lloyd Wealth Management, LLC
Industry Financial Services
Experience
Lakritz & Lloyd Wealth Management, LLC August 2013 - Present
Merrill Lynch March 2009 - August 2013
Wells Fargo Advisors January 2002 - March 2009
MetLife January 2001 - January 2002
UBS Wealth Management July 1999 - December 2000
Education
Arizona Summit Law School (formerly Phoenix School of Law) 2011 — 2014
Juris Doctor, Law
Northern Arizona University 2006 — 2010
Bachelor of Arts, Liberal Studies
Lakritz & Lloyd Wealth Management, LLC August 2013 - Present
Merrill Lynch March 2009 - August 2013
Wells Fargo Advisors January 2002 - March 2009
MetLife January 2001 - January 2002
UBS Wealth Management July 1999 - December 2000
Education
Arizona Summit Law School (formerly Phoenix School of Law) 2011 — 2014
Juris Doctor, Law
Northern Arizona University 2006 — 2010
Bachelor of Arts, Liberal Studies
Neil Newsham Neil Newsham's Merrill Lynch Experience January 1986 - Present
Job
Industry Financial Services
Experience
Merill Lynch Financial Advisor The FAND Group October 1992 - Present
Merrill Lynch January 1986 - Present
Skills
Fixed Income, Investments, Wealth Management, Finance, Strategic Financial..., Estate Planning, Insurance, Series 7, Options, Mutual Funds, Financial Services
Education
Northern Illinois University 1981 — 1985
BS
Fenwick High School 1977 — 1981
Oak Park Il
Merill Lynch Financial Advisor The FAND Group October 1992 - Present
Merrill Lynch January 1986 - Present
Skills
Fixed Income, Investments, Wealth Management, Finance, Strategic Financial..., Estate Planning, Insurance, Series 7, Options, Mutual Funds, Financial Services
Education
Northern Illinois University 1981 — 1985
BS
Fenwick High School 1977 — 1981
Oak Park Il
Leland Fallon's Merrill Lynch Experience November 2013 - May 2015
Job Financial Advisor, Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Music4Cancer (The Cause) May 2011 - Present
Merrill Lynch November 2013 - May 2015
Vanguard July 2012 - July 2013
SagePoint Financial July 2008 - July 2009
TMC Entertainment August 2002 - September 2008
Charles Schwab July 2006 - July 2008
Skills
Public Speaking, Music Production, Live Events, Writing, Creative Writing, Financial Analysis, Event Producing, Compliance, Series 7, Event Planning, Marketing Communications, Series 63, Advertising, Advocacy, Management, Music Industry, Series 65, Event Management, Music, Publicity, Entertainment, Social Networking, Talent Booking, Leadership, Marketing, Social Media Marketing, Public Relations, Investments
Education
Northern Arizona University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Principal Financial Group May 2015 - Present
Music4Cancer (The Cause) May 2011 - Present
Merrill Lynch November 2013 - May 2015
Vanguard July 2012 - July 2013
SagePoint Financial July 2008 - July 2009
TMC Entertainment August 2002 - September 2008
Charles Schwab July 2006 - July 2008
Skills
Public Speaking, Music Production, Live Events, Writing, Creative Writing, Financial Analysis, Event Producing, Compliance, Series 7, Event Planning, Marketing Communications, Series 63, Advertising, Advocacy, Management, Music Industry, Series 65, Event Management, Music, Publicity, Entertainment, Social Networking, Talent Booking, Leadership, Marketing, Social Media Marketing, Public Relations, Investments
Education
Northern Arizona University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Mark Kanyanta Mark Kanyanta's Merrill Lynch Experience December 2010 - February 2011
Job Krause Financial Services
Industry Financial Services
Experience
New Horizons Computer Learning Centers April 2013 - November 2013
REM Wisconsin November 2008 - November 2011
Merrill Lynch December 2010 - February 2011
Penske Truck Leasing May 2007 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Team Leadership, Time Management, Access
Education
University of Wisconsin-Green Bay 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Michigan University 2003 — 2004
New Horizons Computer Learning Centers April 2013 - November 2013
REM Wisconsin November 2008 - November 2011
Merrill Lynch December 2010 - February 2011
Penske Truck Leasing May 2007 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Team Leadership, Time Management, Access
Education
University of Wisconsin-Green Bay 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Michigan University 2003 — 2004
Gadzala Frank's Merrill Lynch Experience March 1993 - June 1996
Job Hospitality Territory Manager at Ecolab
Industry Chemicals
Experience
Ecolab September 2010 - Present
Tribeca Cigar Co. May 1996 - September 2009
Merrill Lynch March 1993 - June 1996
Skills
Sales, Customer Service, Purchasing, Sales Management, SAP, Process Engineering, B2B, Supply Chain, New Business Development, Continuous Improvement, Six Sigma, Sales Operations, Negotiation, Business Planning, Logistics
Education
Northern Illinois University
Business/Managerial Economics
Ecolab September 2010 - Present
Tribeca Cigar Co. May 1996 - September 2009
Merrill Lynch March 1993 - June 1996
Skills
Sales, Customer Service, Purchasing, Sales Management, SAP, Process Engineering, B2B, Supply Chain, New Business Development, Continuous Improvement, Six Sigma, Sales Operations, Negotiation, Business Planning, Logistics
Education
Northern Illinois University
Business/Managerial Economics
Steven Hochberg Steven Hochberg's Merrill Lynch Experience September 1983 - May 1989
Job Chief Market Analyst at Elliott Wave International
Industry
Experience
Elliott Wave International September 1994 - Present
Merrill Lynch September 1983 - May 1989
Skills
Technical Analysis, Technical Presentations, Writing, Equities
Education
Northeastern University 1992 — 1994
Master's degree, Business Administration and Management, General
University of Vermont 1978 — 1983
Bachelor's degree, Economics and Political Science
Elliott Wave International September 1994 - Present
Merrill Lynch September 1983 - May 1989
Skills
Technical Analysis, Technical Presentations, Writing, Equities
Education
Northeastern University 1992 — 1994
Master's degree, Business Administration and Management, General
University of Vermont 1978 — 1983
Bachelor's degree, Economics and Political Science
Shane Swift, CFP®, CIMA®, CRPC®, AWMA® Shane Swift, CFP®, CIMA®, CRPC®, AWMA®'s Merrill Lynch Experience May 1999 - February 2008
Job CoOwner, SBS Private Wealth Management
Industry Financial Services
Experience
SBS Private Wealth Management February 2008 - Present
Merrill Lynch May 1999 - February 2008
Skills
Strategic Financial..., Securities, Financial Services, Wealth Management, FINRA, Mutual Funds, Financial Planning, Alternative Investments, Investment Advisory
Education
Northern Illinois University - College of Business 1997 — 1999
B.S., Finance
Rockridge
SBS Private Wealth Management February 2008 - Present
Merrill Lynch May 1999 - February 2008
Skills
Strategic Financial..., Securities, Financial Services, Wealth Management, FINRA, Mutual Funds, Financial Planning, Alternative Investments, Investment Advisory
Education
Northern Illinois University - College of Business 1997 — 1999
B.S., Finance
Rockridge
Michael E. Leali Michael E. Leali's Merrill Lynch Experience October 1978 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1978 - Present
Skills
Series 7, Due Diligence, Derivatives, Business Analysis, Risk Management, Strategy, Wealth Management, Strategic Financial..., Economics, Six Sigma, Portfolio Management, Strategic Planning, Operations Management, Alternative Investments, Financial Analysis, Project Management, Options, Customer Service, Series 63, Financial Services, Asset Allocation, Team Building, Change Management, Mutual Funds, New Business Development, Process Improvement, Securities, Business Strategy, Banking, Equities, Leadership, Financial Planning
Education
University of Chicago GSB 2008 — 2008
Certificate, Advanced Portfolio Management Program
Northern Illinois University 1974 — 1978
Bachelor of Arts, Finance
Merrill Lynch October 1978 - Present
Skills
Series 7, Due Diligence, Derivatives, Business Analysis, Risk Management, Strategy, Wealth Management, Strategic Financial..., Economics, Six Sigma, Portfolio Management, Strategic Planning, Operations Management, Alternative Investments, Financial Analysis, Project Management, Options, Customer Service, Series 63, Financial Services, Asset Allocation, Team Building, Change Management, Mutual Funds, New Business Development, Process Improvement, Securities, Business Strategy, Banking, Equities, Leadership, Financial Planning
Education
University of Chicago GSB 2008 — 2008
Certificate, Advanced Portfolio Management Program
Northern Illinois University 1974 — 1978
Bachelor of Arts, Finance
Nick Fauber, CFP®'s Merrill Lynch Experience March 2011 - Present
Job Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Haire Bohmer Wealth Management Group, LLC October 2009 - April 2011
National Bank and Trust Company May 2006 - October 2009
Fifth Third Bank August 2004 - May 2006
Fifth Third Bank May 2004 - August 2004
Education
Xavier University 2007 — 2008
Executive Certificate, Financial Planning
Northern Kentucky University 2001 — 2004
Bachelor, Management
Merrill Lynch March 2011 - Present
Haire Bohmer Wealth Management Group, LLC October 2009 - April 2011
National Bank and Trust Company May 2006 - October 2009
Fifth Third Bank August 2004 - May 2006
Fifth Third Bank May 2004 - August 2004
Education
Xavier University 2007 — 2008
Executive Certificate, Financial Planning
Northern Kentucky University 2001 — 2004
Bachelor, Management
Robert Giorgio Robert Giorgio's Merrill Lynch Experience May 2014 - August 2014
Job Analyst Investment Performance & Reporting, Asset Management
Industry
Experience
Northern Trust Corporation May 2015 - Present
Merrill Lynch May 2014 - August 2014
ACME 3D Printing May 2013 - August 2013
Giorgio Technology Sales/Service May 2013 - August 2013
Giorgio Technology Sale/Service 2008 - 2013
Skills
Management, General Awesomeness, Persistence, Highly Ambitious, Marketing Strategy, Sales, Time Management, CRM, Leadership, Social Networking, Marketing, Project Management
Education
Northern Arizona University 2010 — 2015
Bachelor of Science and Art (BSBA), Business Administration and Management, General
Northern Arizona University 2010 — 2015
Bachelor of Science and Art (BSBA), Finance, General
Northern Trust Corporation May 2015 - Present
Merrill Lynch May 2014 - August 2014
ACME 3D Printing May 2013 - August 2013
Giorgio Technology Sales/Service May 2013 - August 2013
Giorgio Technology Sale/Service 2008 - 2013
Skills
Management, General Awesomeness, Persistence, Highly Ambitious, Marketing Strategy, Sales, Time Management, CRM, Leadership, Social Networking, Marketing, Project Management
Education
Northern Arizona University 2010 — 2015
Bachelor of Science and Art (BSBA), Business Administration and Management, General
Northern Arizona University 2010 — 2015
Bachelor of Science and Art (BSBA), Finance, General
Timothy Hughes Timothy Hughes's Merrill Lynch Experience 2002 - 2008
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2008 - May 2015
Merrill Lynch 2002 - 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1999 - 2002
Morgan Stanley Smith Barney 1994 - 1999
Education
Northern Arizona University, College of Business Administration 1989 — 2004
BSBA, Finance, Minor in Environmental Science
Horizon High School 1984 — 1989
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
UBS Financial Services, Inc. July 2008 - May 2015
Merrill Lynch 2002 - 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1999 - 2002
Morgan Stanley Smith Barney 1994 - 1999
Education
Northern Arizona University, College of Business Administration 1989 — 2004
BSBA, Finance, Minor in Environmental Science
Horizon High School 1984 — 1989
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Robert Lehnhardt Robert Lehnhardt's Merrill Lynch Experience September 1996 - January 2012
Job Vice PresidentWealth Managment UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2012 - Present
Merrill Lynch September 1996 - January 2012
First Interstate Bank September 1987 - September 1996
Education
Northern Arizona University, College of Business Administration 1982 — 1986
Bachelor of Science (BS), Business Administration
UBS Financial Services, Inc. January 2012 - Present
Merrill Lynch September 1996 - January 2012
First Interstate Bank September 1987 - September 1996
Education
Northern Arizona University, College of Business Administration 1982 — 1986
Bachelor of Science (BS), Business Administration
Rebecca Bacon Rebecca Bacon's Merrill Lynch Experience July 2012 - December 2012
Job Senior Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Merrill Lynch July 2012 - December 2012
Goldman Sachs June 2011 - December 2011
Brown Brothers Harriman July 2010 - March 2011
MMB January 2010 - May 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree
John Cabot University 2011 — 2011
Bank of America Merrill Lynch July 2013 - Present
Merrill Lynch July 2012 - December 2012
Goldman Sachs June 2011 - December 2011
Brown Brothers Harriman July 2010 - March 2011
MMB January 2010 - May 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree
John Cabot University 2011 — 2011
Lora Resch Lora Resch's Merrill Lynch Experience June 2000 - May 2001
Job Controller at Vapex Environmental Technologies
Industry Machinery
Experience
Vapex Environmental Technologies September 2007 - Present
Nelson Investment Planning Services October 2005 - May 2007
Morgan Stanley June 2001 - February 2004
Merrill Lynch June 2000 - May 2001
Mutual Of Omaha January 1999 - May 2000
Sprint November 1982 - March 1998
General Telephone & Electronics February 1977 - November 1982
Skills
Fixed Assets, Budgets, Accounting, Financial Analysis, Financial Reporting, Cost Accounting, General Ledger, Microsoft Excel, Management, Managerial Finance, Finance, CPA, Tax, Auditing, Internal Controls
Education
University of Texas at Tyler 1983 — 1985
NA, MBA Courses
Grand Valley State University 1978 — 1980
NA, MBA Courses
Northern Michigan University 1972 — 1976
B.S. Finance, Finance & Accounting
Vapex Environmental Technologies September 2007 - Present
Nelson Investment Planning Services October 2005 - May 2007
Morgan Stanley June 2001 - February 2004
Merrill Lynch June 2000 - May 2001
Mutual Of Omaha January 1999 - May 2000
Sprint November 1982 - March 1998
General Telephone & Electronics February 1977 - November 1982
Skills
Fixed Assets, Budgets, Accounting, Financial Analysis, Financial Reporting, Cost Accounting, General Ledger, Microsoft Excel, Management, Managerial Finance, Finance, CPA, Tax, Auditing, Internal Controls
Education
University of Texas at Tyler 1983 — 1985
NA, MBA Courses
Grand Valley State University 1978 — 1980
NA, MBA Courses
Northern Michigan University 1972 — 1976
B.S. Finance, Finance & Accounting
Jon R. Katz, MBA, Esq. Jon R. Katz, MBA, Esq.'s Merrill Lynch Experience 2005 - 2005
Job Business and Finance Analyst at mindSHIFT, a Ricoh Company
Industry Financial Services
Experience
mindSHIFT, a Ricoh Company 2013 - Present
Self-Employed 2012 - Present
Quality Healthcare Management 2011 - 2012
Out to Own Business Consulting 2010 - 2011
The Law Offices of Julie A. LaVan, L.L.C. 2009 - 2009
U.S. District Court, Eastern District of Pennsylvania 2007 - 2007
Federal Reserve Bank of St. Louis 2006 - 2006
Merrill Lynch 2005 - 2005
Skills
Competitive Analysis, Financial Analysis, Financial Modeling, Process Improvement, Due Diligence, Analysis, Accounting, Business, Forecasting, Management, Management Consulting, Project Management, Budgets, Business Advisory, Business Analysis, Business Consultant, Business Management..., Business Modeling, Business Operations, Business Reorganizations, Business Strategy, Business Writing, Communication, Economics, Financial Accounting, Financial Management..., Financial Performance..., Financial Reporting, Healthcare Consulting, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Improvement, Performance Improvement, Performance Management, Powerpoint, Process Consulting, Program Management, Report Writing, Restructuring, Risk Management, Strategic Consulting, Strategic Planning, Strategy, Turnaround Strategy, Writing, Marketing, Business Process, Leadership
Education
Rutgers, The State University of New Jersey 2006 — 2010
MBA / JD (Master of Business Administration / Juris Doctor), Business Administration & Law
Northern Illinois University 2001 — 2005
B.S. (Bachelor of Science), cum laude, Economics, Political Science
mindSHIFT, a Ricoh Company 2013 - Present
Self-Employed 2012 - Present
Quality Healthcare Management 2011 - 2012
Out to Own Business Consulting 2010 - 2011
The Law Offices of Julie A. LaVan, L.L.C. 2009 - 2009
U.S. District Court, Eastern District of Pennsylvania 2007 - 2007
Federal Reserve Bank of St. Louis 2006 - 2006
Merrill Lynch 2005 - 2005
Skills
Competitive Analysis, Financial Analysis, Financial Modeling, Process Improvement, Due Diligence, Analysis, Accounting, Business, Forecasting, Management, Management Consulting, Project Management, Budgets, Business Advisory, Business Analysis, Business Consultant, Business Management..., Business Modeling, Business Operations, Business Reorganizations, Business Strategy, Business Writing, Communication, Economics, Financial Accounting, Financial Management..., Financial Performance..., Financial Reporting, Healthcare Consulting, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Improvement, Performance Improvement, Performance Management, Powerpoint, Process Consulting, Program Management, Report Writing, Restructuring, Risk Management, Strategic Consulting, Strategic Planning, Strategy, Turnaround Strategy, Writing, Marketing, Business Process, Leadership
Education
Rutgers, The State University of New Jersey 2006 — 2010
MBA / JD (Master of Business Administration / Juris Doctor), Business Administration & Law
Northern Illinois University 2001 — 2005
B.S. (Bachelor of Science), cum laude, Economics, Political Science
Sebastian Sadovsky Sebastian Sadovsky's Merrill Lynch Experience June 2011 - February 2014
Job Financial Advisor at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Charlotte Soccer Academy (CSA) January 2013 - Present
Orsa International Corp. March 2014 - March 2015
Merrill Lynch June 2011 - February 2014
Bank of America August 2010 - June 2011
J.P. Morgan November 2009 - August 2010
Merrill Lynch October 2009 - November 2009
E*TRADE Financial July 2009 - July 2009
CitiFinancial June 2009 - June 2009
Merrill Lynch May 2007 - December 2008
Skills
Financial Planning, Investments, Wealth Management, Financial Advisory, Derivatives, Series 7, Asset Allocation, Asset Management, Retirement Planning, Insurance, Mutual Funds, Banking, Annuities, Portfolio Management, Equities, Securities, Fixed Income, Business Analysis, Long Term Care, Mortgage, Asset, Investment Advisory, Strategic Planning, Retirement Income..., Financial Analysis, Retirement, Estate Planning, Equity Research, Financial Modeling, Investment Strategies, Wealth, Alternative Investments, Series 66, Personal Finance, Wealth Accumulation, Insurance Planning, Financial Advice, Bonds, Business Planning, Charitable Giving, Financial Management, Investor Relations, Saving for Education, Business Strategy, Investment Products, Private Wealth..., IRA's, High Net Worth..., Stocks, ETFs
Education
FINRA - Series 66 2007 — 2007
Series 66, Financial Services
FINRA - Series 7 2007 — 2007
Series 7, Financial Services
NC Department of Insurance 2007 — 2007
Life, Accident and Health and Variable Life/Variable Annuities, Financial Services
Northeastern University 1988 — 1989
Associate Degree, Management of Information Systems
Universidade Federal do Espírito Santo 1982 — 1986
Bachelor in Sciences, Economics and Financial Services
Prudential Financial April 2015 - Present
Charlotte Soccer Academy (CSA) January 2013 - Present
Orsa International Corp. March 2014 - March 2015
Merrill Lynch June 2011 - February 2014
Bank of America August 2010 - June 2011
J.P. Morgan November 2009 - August 2010
Merrill Lynch October 2009 - November 2009
E*TRADE Financial July 2009 - July 2009
CitiFinancial June 2009 - June 2009
Merrill Lynch May 2007 - December 2008
Skills
Financial Planning, Investments, Wealth Management, Financial Advisory, Derivatives, Series 7, Asset Allocation, Asset Management, Retirement Planning, Insurance, Mutual Funds, Banking, Annuities, Portfolio Management, Equities, Securities, Fixed Income, Business Analysis, Long Term Care, Mortgage, Asset, Investment Advisory, Strategic Planning, Retirement Income..., Financial Analysis, Retirement, Estate Planning, Equity Research, Financial Modeling, Investment Strategies, Wealth, Alternative Investments, Series 66, Personal Finance, Wealth Accumulation, Insurance Planning, Financial Advice, Bonds, Business Planning, Charitable Giving, Financial Management, Investor Relations, Saving for Education, Business Strategy, Investment Products, Private Wealth..., IRA's, High Net Worth..., Stocks, ETFs
Education
FINRA - Series 66 2007 — 2007
Series 66, Financial Services
FINRA - Series 7 2007 — 2007
Series 7, Financial Services
NC Department of Insurance 2007 — 2007
Life, Accident and Health and Variable Life/Variable Annuities, Financial Services
Northeastern University 1988 — 1989
Associate Degree, Management of Information Systems
Universidade Federal do Espírito Santo 1982 — 1986
Bachelor in Sciences, Economics and Financial Services
Tim Boudreau Tim Boudreau's Merrill Lynch Experience January 2013 - Present
Job Private Wealth Associate Merrill Lynch Private Banking Investment Group
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Neighborhood Diabetes September 2009 - January 2013
Neighborhood Diabetes July 2007 - September 2009
Neighborhood Diabetes September 2005 - July 2007
Neighborhood Diabetes October 2003 - September 2005
Neighborhood Diabetes February 2003 - October 2003
Skills
Diabetes, Healthcare, Medical Devices, National Account..., New Business Development, Business Strategy, Sales, Team Building, Account Management, Business Development, Strategy, Management, Pharmaceutical Industry, Marketing, Managed Care, Recruiting, Sales Operations, Healthcare Management, Strategic Planning, Hospitals, Training, Endocrinology, Customer Service
Education
Northeastern University 1988 — 1993
B.S., Business Management
Merrill Lynch January 2013 - Present
Neighborhood Diabetes September 2009 - January 2013
Neighborhood Diabetes July 2007 - September 2009
Neighborhood Diabetes September 2005 - July 2007
Neighborhood Diabetes October 2003 - September 2005
Neighborhood Diabetes February 2003 - October 2003
Skills
Diabetes, Healthcare, Medical Devices, National Account..., New Business Development, Business Strategy, Sales, Team Building, Account Management, Business Development, Strategy, Management, Pharmaceutical Industry, Marketing, Managed Care, Recruiting, Sales Operations, Healthcare Management, Strategic Planning, Hospitals, Training, Endocrinology, Customer Service
Education
Northeastern University 1988 — 1993
B.S., Business Management
Robert J Raimondi Robert J Raimondi's Merrill Lynch Experience October 1995 - November 1997
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation November 1997 - Present
Morningstar November 2006 - November 2007
Merrill Lynch October 1995 - November 1997
Skills
Equities, Financial Services, Investments, Asset Management, Mutual Funds, Banking, Portfolio Management, Fixed Income, Risk Management, Securities, Hedge Funds
Education
Northern Illinois University 1999 — 2001
Master of Business Administration (M.B.A.), International Business
University of Arizona 1988 — 1992
Bachelor's Degree, Accounting
Northern Trust Corporation November 1997 - Present
Morningstar November 2006 - November 2007
Merrill Lynch October 1995 - November 1997
Skills
Equities, Financial Services, Investments, Asset Management, Mutual Funds, Banking, Portfolio Management, Fixed Income, Risk Management, Securities, Hedge Funds
Education
Northern Illinois University 1999 — 2001
Master of Business Administration (M.B.A.), International Business
University of Arizona 1988 — 1992
Bachelor's Degree, Accounting
Matthew Sturm's Merrill Lynch Experience February 2007 - February 2012
Job Senior Tax Advocate at Accelerated Tax Solutions
Industry Financial Services
Experience
Accelerated Tax Solutions January 2010 - Present
Merrill Lynch February 2007 - February 2012
Piratical Financial Solutions LLC June 2000 - September 2007
Skills
Marketing, Business Analysis, Risk Management, Banking, Derivatives, VBA, Fixed Income, Financial Risk, Oracle, Financial Modeling, Analysis, Financial Analysis, Budgets, Finance, Consulting, Networking, Budgeting
Education
Northern Michigan University
Basics, Basics
Accelerated Tax Solutions January 2010 - Present
Merrill Lynch February 2007 - February 2012
Piratical Financial Solutions LLC June 2000 - September 2007
Skills
Marketing, Business Analysis, Risk Management, Banking, Derivatives, VBA, Fixed Income, Financial Risk, Oracle, Financial Modeling, Analysis, Financial Analysis, Budgets, Finance, Consulting, Networking, Budgeting
Education
Northern Michigan University
Basics, Basics
Joseph Fessler's Merrill Lynch Experience January 1994 - Present
Job First Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1994 - Present
Merrill Lynch January 1989 - January 1994
Merrill Lynch January 1984 - October 1989
Education
Northern Michigan University 1977 — 1979
Business Administration
Brother Rice High School Birmingham Michigan 1972 — 1976
College Prep
Merrill Lynch January 1994 - Present
Merrill Lynch January 1989 - January 1994
Merrill Lynch January 1984 - October 1989
Education
Northern Michigan University 1977 — 1979
Business Administration
Brother Rice High School Birmingham Michigan 1972 — 1976
College Prep
Scott Meyerson, CFA's Merrill Lynch Experience September 2013 - April 2015
Job Restructuring & Special Situations Group at PJT Partners
Industry Investment Banking
Experience
PJT Partners April 2015 - Present
The Blackstone Group April 2015 - September 2015
Merrill Lynch September 2013 - April 2015
Goldman Sachs 2009 - 2011
Merrill Lynch 2006 - 2009
Education
The University of Chicago - Booth School of Business
MBA
Northern Illinois University 2003 — 2006
Bachelors of Science, Finance
PJT Partners April 2015 - Present
The Blackstone Group April 2015 - September 2015
Merrill Lynch September 2013 - April 2015
Goldman Sachs 2009 - 2011
Merrill Lynch 2006 - 2009
Education
The University of Chicago - Booth School of Business
MBA
Northern Illinois University 2003 — 2006
Bachelors of Science, Finance
Buck Sutton Buck Sutton's Merrill Lynch Experience 2004 - 2008
Job Director Business Development at The Anderson Company
Industry Construction
Experience
The Anderson Company August 2008 - Present
The Gerry Bertier #42 Foundation March 2006 - Present
Merrill Lynch 2004 - 2008
Skills
Strategic Planning, Strategic Financial..., Contract Negotiation, Management Consulting, Budgets, Team Building, New Business Development, Contract Management, Business Development, Negotiation, Project Planning, Management, Leadership, Sales Management, Customer Service, Financial Planning, Procurement, Microsoft Office
Education
Northern Virginia Community College 1971 — 1974
Associate's Degree, Business Administration and Management, General
United Sates Air Force School of Aerospace Medicine 1965 — 1966
Physiological Training Specialist, Physiological Training Instructor
George Washington High School 1961 — 1965
High School
Saint Mary's Elementary 1953 — 1960
The Anderson Company August 2008 - Present
The Gerry Bertier #42 Foundation March 2006 - Present
Merrill Lynch 2004 - 2008
Skills
Strategic Planning, Strategic Financial..., Contract Negotiation, Management Consulting, Budgets, Team Building, New Business Development, Contract Management, Business Development, Negotiation, Project Planning, Management, Leadership, Sales Management, Customer Service, Financial Planning, Procurement, Microsoft Office
Education
Northern Virginia Community College 1971 — 1974
Associate's Degree, Business Administration and Management, General
United Sates Air Force School of Aerospace Medicine 1965 — 1966
Physiological Training Specialist, Physiological Training Instructor
George Washington High School 1961 — 1965
High School
Saint Mary's Elementary 1953 — 1960
Daniel Aregoni Daniel Aregoni's Merrill Lynch Experience May 1990 - June 2004
Job Brand & Financial Ambassador at Saigon Sisters
Industry Restaurants
Experience
Saigon Sisters December 2009 - Present
Aregoni International, LLC 2002 - Present
Merrill Lynch May 1990 - June 2004
US Navy Reserve June 1986 - June 1990
Lehman Brothers May 1989 - February 1990
CME Group May 1988 - August 1988
Skills
Customer Engagement, Customer Service, Customer Experience, Customer Retention, Brand Loyalty, Marketing, Integrated Marketing, E-commerce, Graphic Design, Web Development, Branding & Identity, Multimedia, Web Marketing, Wealth Management, Entrepreneurship, Marketing Strategy, Food & Beverage, Food Service, Brand Awareness, Electronic Trading, FX Hedging, Trading, Wealth Accumulation..., Brand Development, B2B Marketing, Relationship Marketing, Brand Management, Customer Acquisition, Management, Social Media, Leadership, Strategic Planning, Social Media Marketing, Event Planning, Sales, Public Speaking, Advertising, Public Relations, Social Networking, Event Management
Education
Northern Michigan University 1984 — 1989
Bachelor of Applied Science (BASc), Finance and Financial Management Services
WIC
Saigon Sisters December 2009 - Present
Aregoni International, LLC 2002 - Present
Merrill Lynch May 1990 - June 2004
US Navy Reserve June 1986 - June 1990
Lehman Brothers May 1989 - February 1990
CME Group May 1988 - August 1988
Skills
Customer Engagement, Customer Service, Customer Experience, Customer Retention, Brand Loyalty, Marketing, Integrated Marketing, E-commerce, Graphic Design, Web Development, Branding & Identity, Multimedia, Web Marketing, Wealth Management, Entrepreneurship, Marketing Strategy, Food & Beverage, Food Service, Brand Awareness, Electronic Trading, FX Hedging, Trading, Wealth Accumulation..., Brand Development, B2B Marketing, Relationship Marketing, Brand Management, Customer Acquisition, Management, Social Media, Leadership, Strategic Planning, Social Media Marketing, Event Planning, Sales, Public Speaking, Advertising, Public Relations, Social Networking, Event Management
Education
Northern Michigan University 1984 — 1989
Bachelor of Applied Science (BASc), Finance and Financial Management Services
WIC
Maggie Lutz Maggie Lutz's Merrill Lynch Experience January 2007 - December 2007
Job HR Professional
Industry Retail
Experience
Sears Holdings Corporation March 2013 - October 2013
Sears Holdings Corporation March 2012 - March 2013
OfficeMax June 2011 - March 2012
Northern Illinois University August 2008 - May 2011
Merrill Lynch January 2007 - December 2007
Skills
PowerPoint, Microsoft Excel, Teaching, Microsoft Word, Financial Analysis, Technical Writing, Inventory Analysis, Business Writing, Problem Solving, Program Management, Inventory Management, Talent Management
Education
Augustana College 2003 — 2007
Bachelor of Arts, Business Administration, Finance, Marketing
Northern Illinois University
Sears Holdings Corporation March 2013 - October 2013
Sears Holdings Corporation March 2012 - March 2013
OfficeMax June 2011 - March 2012
Northern Illinois University August 2008 - May 2011
Merrill Lynch January 2007 - December 2007
Skills
PowerPoint, Microsoft Excel, Teaching, Microsoft Word, Financial Analysis, Technical Writing, Inventory Analysis, Business Writing, Problem Solving, Program Management, Inventory Management, Talent Management
Education
Augustana College 2003 — 2007
Bachelor of Arts, Business Administration, Finance, Marketing
Northern Illinois University
Thomas Zur, CRPC, CPWA Thomas Zur, CRPC, CPWA's Merrill Lynch Experience January 1996 - October 2010
Job Senior Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2010 - Present
Merrill Lynch January 1996 - October 2010
Education
Northern Illinois University
Finance & Economics
UBS Financial Services, Inc. September 2010 - Present
Merrill Lynch January 1996 - October 2010
Education
Northern Illinois University
Finance & Economics
Patrick Roberson's Merrill Lynch Experience June 2004 - August 2008
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2008 - Present
Merrill Lynch June 2004 - August 2008
Skills
Portfolio Management, Wealth Management, Series 7, Retirement Planning, Finance, Customer Service, Management, Strategic Financial..., Strategic Planning, Team Building, Leadership, Sales Management, Asset Allocation, Asset Management, Series 63, Public Speaking, Marketing Strategy
Education
Northern Kentucky University 1988 — 1993
BS, Labor and Industrial Relations
Scott High School 1984 — 1988
UBS August 2008 - Present
Merrill Lynch June 2004 - August 2008
Skills
Portfolio Management, Wealth Management, Series 7, Retirement Planning, Finance, Customer Service, Management, Strategic Financial..., Strategic Planning, Team Building, Leadership, Sales Management, Asset Allocation, Asset Management, Series 63, Public Speaking, Marketing Strategy
Education
Northern Kentucky University 1988 — 1993
BS, Labor and Industrial Relations
Scott High School 1984 — 1988
Scott Furrow Scott Furrow's Merrill Lynch Experience March 2010 - July 2011
Job Chain Account Manager at Alliance Beverage Distributing Company
Industry Wine and Spirits
Experience
Alliance Beverage Distributing Company November 2011 - Present
Merrill Lynch March 2010 - July 2011
Coca-Cola Enterprises January 2005 - December 2008
Coca-Cola Enterprises May 2002 - December 2004
Coca-Cola Enterprises February 2000 - April 2002
Coca-Cola Enterprises August 1997 - February 2000
Skills
Account Management, Budgets, Business Planning, CRM, Client Development, Forecasting, Consumer Products, Key Account Development, Management, Key Account Management, Marketing, Negotiation, Pricing, Program Management, Retail, Sales, Sales Operations, Selling, Strategic Planning, Strategy
Education
Northern Arizona University 1992 — 2006
B.S., Advertising - Marketing
Alliance Beverage Distributing Company November 2011 - Present
Merrill Lynch March 2010 - July 2011
Coca-Cola Enterprises January 2005 - December 2008
Coca-Cola Enterprises May 2002 - December 2004
Coca-Cola Enterprises February 2000 - April 2002
Coca-Cola Enterprises August 1997 - February 2000
Skills
Account Management, Budgets, Business Planning, CRM, Client Development, Forecasting, Consumer Products, Key Account Development, Management, Key Account Management, Marketing, Negotiation, Pricing, Program Management, Retail, Sales, Sales Operations, Selling, Strategic Planning, Strategy
Education
Northern Arizona University 1992 — 2006
B.S., Advertising - Marketing
Thomas Hackl Thomas Hackl's Merrill Lynch Experience July 2011 - March 2013
Job Investment Executive CRPC® at Dougherty & Company LLC
Industry Financial Services
Experience
Dougherty & Company LLC June 2013 - Present
Merrill Lynch July 2011 - March 2013
South Dakota House of Representatives January 2003 - December 2008
German Marshall Fund of the United States March 2007 - March 2007
Education
Northern State University 1996 — 2000
BS, Finance
Dougherty & Company LLC June 2013 - Present
Merrill Lynch July 2011 - March 2013
South Dakota House of Representatives January 2003 - December 2008
German Marshall Fund of the United States March 2007 - March 2007
Education
Northern State University 1996 — 2000
BS, Finance
John Abrams, CFP®, ChFC®, ADPA® John Abrams, CFP®, ChFC®, ADPA®'s Merrill Lynch Experience May 1998 - December 2001
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2005 - Present
Morgan Stanley January 2002 - 2005
Merrill Lynch May 1998 - December 2001
Skills
Financial Services, Asset Allocation, Retirement Planning, Securities, Equities, Insurance, 401k Rollovers, Portfolio Management, Investments, Investment Management, Alternative Investments, stock analysis, Bonds, Fixed Annuities, Wealth Management..., Stock Valuation, Relationship Management, 401k, Estate Financial...
Education
Northern Illinois University
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC January 2005 - Present
Morgan Stanley January 2002 - 2005
Merrill Lynch May 1998 - December 2001
Skills
Financial Services, Asset Allocation, Retirement Planning, Securities, Equities, Insurance, 401k Rollovers, Portfolio Management, Investments, Investment Management, Alternative Investments, stock analysis, Bonds, Fixed Annuities, Wealth Management..., Stock Valuation, Relationship Management, 401k, Estate Financial...
Education
Northern Illinois University
Bachelor of Arts (B.A.)
Scott D'Amico's Merrill Lynch Experience 2012 - 2013
Job Financial Advisor PNC Investments
Industry Financial Services
Experience
PNC Investments July 2013 - Present
Merrill Lynch 2012 - 2013
Premiere Financial Partners 2009 - 2012
Fidelity Investments 2007 - 2008
Western & Southern Financial Group 2002 - 2007
Citibank 1998 - 2002
Education
The American College 2011 — 2012
Northern Kentucky University 1996 — 2001
Business
PNC Investments July 2013 - Present
Merrill Lynch 2012 - 2013
Premiere Financial Partners 2009 - 2012
Fidelity Investments 2007 - 2008
Western & Southern Financial Group 2002 - 2007
Citibank 1998 - 2002
Education
The American College 2011 — 2012
Northern Kentucky University 1996 — 2001
Business
Jonathan Hasemeier Jonathan Hasemeier's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Peer Jacks Mentoring Program 2010 - 2011
Skills
Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Finance, Retirement, Equities
Education
Northern Arizona University 2008 — 2011
Bachelor of Science (BS), Finance and Economics
Desert Vista High School
Merrill Lynch 2011 - Present
Peer Jacks Mentoring Program 2010 - 2011
Skills
Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Finance, Retirement, Equities
Education
Northern Arizona University 2008 — 2011
Bachelor of Science (BS), Finance and Economics
Desert Vista High School
Matt Longland's Merrill Lynch Experience September 2010 - April 2012
Job Owner/Financial Advisor at Epoch Wealth Strategies
Industry Financial Services
Experience
Epoch Wealth Strategies April 2012 - Present
Panorama Apartments 2011 - Present
Merrill Lynch September 2010 - April 2012
Wells Fargo Advisors August 2008 - September 2010
Education
Northern Kentucky University 1997 — 2003
Bachelor's degree, Organizational Leadership
Epoch Wealth Strategies April 2012 - Present
Panorama Apartments 2011 - Present
Merrill Lynch September 2010 - April 2012
Wells Fargo Advisors August 2008 - September 2010
Education
Northern Kentucky University 1997 — 2003
Bachelor's degree, Organizational Leadership
Paula Pliszka Paula Pliszka's Merrill Lynch Experience January 2011 - April 2012
Job Financial Analyst at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2015 - Present
Aon Hewitt June 2012 - May 2015
Merrill Lynch January 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Financial Modeling, Microsoft Word, Customer Service, Valuation, Bloomberg, Corporate Finance, Equities, Financial Reporting, Accounting, Account Reconciliation, PeopleSoft, Auditing, Spanish, Lotus Notes, Pivot Tables, Training, Finance, Emergency Management, Time Management, Analysis, Data Analysis, Teamwork, Leadership
Education
Northern Illinois University - College of Business 2008 — 2012
BS, Finance
Aon Hewitt April 2015 - Present
Aon Hewitt June 2012 - May 2015
Merrill Lynch January 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Financial Modeling, Microsoft Word, Customer Service, Valuation, Bloomberg, Corporate Finance, Equities, Financial Reporting, Accounting, Account Reconciliation, PeopleSoft, Auditing, Spanish, Lotus Notes, Pivot Tables, Training, Finance, Emergency Management, Time Management, Analysis, Data Analysis, Teamwork, Leadership
Education
Northern Illinois University - College of Business 2008 — 2012
BS, Finance
Jennifer Gould, CFP®, CRPC®'s Merrill Lynch Experience March 1998 - October 2006
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock March 1998 - Present
Merrill Lynch March 1998 - October 2006
Merrill Lynch 1998 - 2006
Ennis Knupp & Associates 1995 - 1998
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Separately Managed..., Asset Management, Investment Management, Financial Services, Retirement Planning, Finance, Securities, Bloomberg, Fixed Income, Equities, Management, Financial Analysis, Process Improvement, Trading, Strategic Planning, Mutual Funds, Alternative Investments, Financial Markets, Financial Advisory
Education
Olivet Nazarene University 2005 — 2007
MBA, Business
Northern Illinois University 1989 — 1995
BS Ed, Special Education
Maria High School
Maria High School
Maria High School
Maria High School
BlackRock March 1998 - Present
Merrill Lynch March 1998 - October 2006
Merrill Lynch 1998 - 2006
Ennis Knupp & Associates 1995 - 1998
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Separately Managed..., Asset Management, Investment Management, Financial Services, Retirement Planning, Finance, Securities, Bloomberg, Fixed Income, Equities, Management, Financial Analysis, Process Improvement, Trading, Strategic Planning, Mutual Funds, Alternative Investments, Financial Markets, Financial Advisory
Education
Olivet Nazarene University 2005 — 2007
MBA, Business
Northern Illinois University 1989 — 1995
BS Ed, Special Education
Maria High School
Maria High School
Maria High School
Maria High School
John Symmes John Symmes's Merrill Lynch Experience December 2008 - January 2012
Job Arizona Branch Manager at Eagle Home Mortgage Company ( Division of Lennar)
Industry Financial Services
Experience
Eagle Home Mortgage Company ( Division of Lennar) April 2013 - Present
American Portfolio Mortgage Corp January 2012 - April 2013
Merrill Lynch December 2008 - January 2012
Bank of America December 2008 - January 2012
Countrywide Home Loans February 2008 - November 2008
IndyMac Bank / American Home April 2007 - February 2008
Centex Homes February 2005 - April 2007
National City Bank December 1991 - February 2005
BancBoston April 1988 - December 1991
Draper and Kramer December 1985 - April 1988
Skills
Sales, Credit Analysis, Asset Management, FHA, Mortgage Banking, USDA, Risk Management, Investment Properties, Loans, Asset Managment, Loan Origination, Mortgage Lending, Banking, Credit, Finance, Residential Mortgages, Refinance, Real Estate, Underwriting, Investments, Financial Analysis, New Business Development, Equities, Negotiation, Strategic Planning, Commercial Lending, FHA financing, Real Estate Financing, Portfolio Management, VA loans, Reverse Mortgages, Commercial Mortgages, Mortgage Underwriting
Education
Northern Illinois University 1981 — 1985
Bachelor of Science, Finance
Eagle Home Mortgage Company ( Division of Lennar) April 2013 - Present
American Portfolio Mortgage Corp January 2012 - April 2013
Merrill Lynch December 2008 - January 2012
Bank of America December 2008 - January 2012
Countrywide Home Loans February 2008 - November 2008
IndyMac Bank / American Home April 2007 - February 2008
Centex Homes February 2005 - April 2007
National City Bank December 1991 - February 2005
BancBoston April 1988 - December 1991
Draper and Kramer December 1985 - April 1988
Skills
Sales, Credit Analysis, Asset Management, FHA, Mortgage Banking, USDA, Risk Management, Investment Properties, Loans, Asset Managment, Loan Origination, Mortgage Lending, Banking, Credit, Finance, Residential Mortgages, Refinance, Real Estate, Underwriting, Investments, Financial Analysis, New Business Development, Equities, Negotiation, Strategic Planning, Commercial Lending, FHA financing, Real Estate Financing, Portfolio Management, VA loans, Reverse Mortgages, Commercial Mortgages, Mortgage Underwriting
Education
Northern Illinois University 1981 — 1985
Bachelor of Science, Finance
Rich Coppage Rich Coppage's Merrill Lynch Experience 1997 - 1999
Job
Industry Real Estate
Experience
Cressida Capital September 2014 - Present
Tallwave February 2014 - September 2014
Integrate Inc. July 2012 - October 2013
Adaptive Curriculum May 2010 - June 2012
Active Finance Group July 2006 - February 2010
iCrossing 2004 - 2006
PRG-Schultz 2003 - 2004
Integrated Information Systems 2000 - 2001
Merrill Lynch 1997 - 1999
Grand Canyon Railway 1994 - 1995
Skills
Financial Analysis, Process Improvement, Cash Flow Forecasting, Forecasting, Executive Management, Financial Modeling, GAAP, Variance Analysis, Financial Accounting, Budgeting, Financial Management, Treasury Management, Financial Planning, Cash Flow, Cash Management, Quickbooks, US GAAP, Revenue Recognition, Business Planning, Excel, Consolidation, Start-ups, Finance, Strategic Financial..., Budgets, Financial Reporting, Microsoft Excel, Mergers & Acquisitions, Business Development, M&A experience, Entrepreneurship, Leadership, Managerial Finance, QuickBooks
Education
Northern Arizona University, College of Business Administration 1991 — 1995
Bachelor, General Studies in Business Admin/Accounting
Cressida Capital September 2014 - Present
Tallwave February 2014 - September 2014
Integrate Inc. July 2012 - October 2013
Adaptive Curriculum May 2010 - June 2012
Active Finance Group July 2006 - February 2010
iCrossing 2004 - 2006
PRG-Schultz 2003 - 2004
Integrated Information Systems 2000 - 2001
Merrill Lynch 1997 - 1999
Grand Canyon Railway 1994 - 1995
Skills
Financial Analysis, Process Improvement, Cash Flow Forecasting, Forecasting, Executive Management, Financial Modeling, GAAP, Variance Analysis, Financial Accounting, Budgeting, Financial Management, Treasury Management, Financial Planning, Cash Flow, Cash Management, Quickbooks, US GAAP, Revenue Recognition, Business Planning, Excel, Consolidation, Start-ups, Finance, Strategic Financial..., Budgets, Financial Reporting, Microsoft Excel, Mergers & Acquisitions, Business Development, M&A experience, Entrepreneurship, Leadership, Managerial Finance, QuickBooks
Education
Northern Arizona University, College of Business Administration 1991 — 1995
Bachelor, General Studies in Business Admin/Accounting
Jim Koepke Jim Koepke's Merrill Lynch Experience April 1986 - November 2004
Job SVP & Senior Relationship Manager
Industry Banking
Experience
BMO Harris Bank April 2015 - Present
American Chartered Bank March 2005 - March 2015
Merrill Lynch April 1986 - November 2004
Skills
Commercial Lending, Team Building, P&L Management, Credit Operations, Portfolio Management, Loans, Middle Market, Commercial Banking, Financial Analysis, Strategic Planning, Restructuring, Marketing Strategy, New Business Development, Treasury Management, Banking, Finance, Small Business Lending, Business Development, Leadership, Management
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1992
MBA, Management
Northern Illinois University 1980 — 1984
BS, Finance and Marketing
BMO Harris Bank April 2015 - Present
American Chartered Bank March 2005 - March 2015
Merrill Lynch April 1986 - November 2004
Skills
Commercial Lending, Team Building, P&L Management, Credit Operations, Portfolio Management, Loans, Middle Market, Commercial Banking, Financial Analysis, Strategic Planning, Restructuring, Marketing Strategy, New Business Development, Treasury Management, Banking, Finance, Small Business Lending, Business Development, Leadership, Management
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1992
MBA, Management
Northern Illinois University 1980 — 1984
BS, Finance and Marketing
Brendan Newman Brendan Newman's Merrill Lynch Experience June 2008 - August 2008
Job Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation March 2014 - July 2015
Northern Trust September 2012 - March 2014
Northern Trust June 2011 - September 2012
Northern Trust January 2010 - June 2011
Northern Illinois University January 2009 - May 2009
Delta Sigma Pi - Eta Mu Chapter May 2008 - May 2009
Northern Illinois University Information Technology Services January 2007 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Process Improvement, Accounting, Financial Analysis, Fund Accounting, Financial Reporting, Microsoft Excel, Mutual Funds, Microsoft Office, Cash Management, Leadership, Financial Statements, Office 2007 & 2010, Excel VBA Macros, Excel, PowerPoint, Financial Services, Project Planning, Valuation, Investments, Portfolio Management, Enterprise Accounting..., Client Service, Visual Basic, Budgets, Management, Client Communication, Word, Problem Solving, Microsoft Word, Salesforce.com, Client Services, Productivity Improvement, Streamlining, Finance, Account Reconciliation, Analysis, Bloomberg
Education
Northern Illinois University 2005 — 2009
Bachelors, Finance
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation March 2014 - July 2015
Northern Trust September 2012 - March 2014
Northern Trust June 2011 - September 2012
Northern Trust January 2010 - June 2011
Northern Illinois University January 2009 - May 2009
Delta Sigma Pi - Eta Mu Chapter May 2008 - May 2009
Northern Illinois University Information Technology Services January 2007 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Process Improvement, Accounting, Financial Analysis, Fund Accounting, Financial Reporting, Microsoft Excel, Mutual Funds, Microsoft Office, Cash Management, Leadership, Financial Statements, Office 2007 & 2010, Excel VBA Macros, Excel, PowerPoint, Financial Services, Project Planning, Valuation, Investments, Portfolio Management, Enterprise Accounting..., Client Service, Visual Basic, Budgets, Management, Client Communication, Word, Problem Solving, Microsoft Word, Salesforce.com, Client Services, Productivity Improvement, Streamlining, Finance, Account Reconciliation, Analysis, Bloomberg
Education
Northern Illinois University 2005 — 2009
Bachelors, Finance
Alan Delcorse Alan Delcorse's Merrill Lynch Experience 1982 - 1991
Job President at Equilibrium Wealth Management, LLC.
Industry Investment Management
Experience
Equilibrium Wealth Management, LLC. December 2013 - Present
Equilibrium Investment Management September 2009 - December 2013
Man Investments February 2004 - June 2009
Calamos April 1993 - December 2003
Merrill Lynch 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Investments, Portfolio Management, Finance, Investment Management, Investment Strategies, Wealth Management, Management, Securities
Education
Northern Illinois University 1972 — 1975
BS, Marketing
St. Rita High School 1966 — 1970
Equilibrium Wealth Management, LLC. December 2013 - Present
Equilibrium Investment Management September 2009 - December 2013
Man Investments February 2004 - June 2009
Calamos April 1993 - December 2003
Merrill Lynch 1982 - 1991
Skills
Hedge Funds, Alternative Investments, Investments, Portfolio Management, Finance, Investment Management, Investment Strategies, Wealth Management, Management, Securities
Education
Northern Illinois University 1972 — 1975
BS, Marketing
St. Rita High School 1966 — 1970
Sue Crosby Sue Crosby's Merrill Lynch Experience August 1999 - March 2006
Job Director of Institutional Accounts at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors November 2013 - May 2015
Mercer Investment Consulting September 2011 - November 2013
Art Students League of New York 2011 - 2012
Art Students League of New York 2011 - 2012
LLC May 2008 - December 2010
NewSmith Capital Partners September 2006 - May 2008
Merrill Lynch August 1999 - March 2006
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1997 - 1999
Skills
Portfolio Management, Alternative Investments, Asset Management, Equities, Investments, Hedge Funds, Asset Allocation, Fixed Income, Asset Managment, Investment Strategies, Private Equity, Capital Markets, Derivatives, Financial Modeling, Mutual Funds, Valuation
Education
Northern Illinois University 1984 — 1988
PHD, Economics
Hinsdale Central High School 1974 — 1978
high school
Richard Bernstein Advisors November 2013 - May 2015
Mercer Investment Consulting September 2011 - November 2013
Art Students League of New York 2011 - 2012
Art Students League of New York 2011 - 2012
LLC May 2008 - December 2010
NewSmith Capital Partners September 2006 - May 2008
Merrill Lynch August 1999 - March 2006
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1997 - 1999
Skills
Portfolio Management, Alternative Investments, Asset Management, Equities, Investments, Hedge Funds, Asset Allocation, Fixed Income, Asset Managment, Investment Strategies, Private Equity, Capital Markets, Derivatives, Financial Modeling, Mutual Funds, Valuation
Education
Northern Illinois University 1984 — 1988
PHD, Economics
Hinsdale Central High School 1974 — 1978
high school
Simona Sudit's Merrill Lynch Experience January 2008 - June 2008
Job Executive Assistant to CEO at Reneo Capital Management LP
Industry Marketing and Advertising
Experience
Reneo Capital Management LP October 2014 - Present
ClassPass December 2013 - July 2014
Gilt City March 2013 - November 2013
Gilt City April 2012 - March 2013
Gilt City April 2011 - April 2012
Gilt City January 2011 - April 2011
Yelp October 2009 - September 2010
L'Espalier December 2009 - July 2010
Merrill Lynch January 2008 - June 2008
Skills
Public Relations, Social Media, Facebook, Event Planning, Project Management, Manage Client..., Collaboration, Account Management, Social Media Marketing, Editing, Sales, Advertising
Education
Charles University 2010 — 2010
Northeastern University 2006 — 2010
Bachelor of Science, Business Administration; Marketing & Management
Hanover Park High School 2002 — 2006
Reneo Capital Management LP October 2014 - Present
ClassPass December 2013 - July 2014
Gilt City March 2013 - November 2013
Gilt City April 2012 - March 2013
Gilt City April 2011 - April 2012
Gilt City January 2011 - April 2011
Yelp October 2009 - September 2010
L'Espalier December 2009 - July 2010
Merrill Lynch January 2008 - June 2008
Skills
Public Relations, Social Media, Facebook, Event Planning, Project Management, Manage Client..., Collaboration, Account Management, Social Media Marketing, Editing, Sales, Advertising
Education
Charles University 2010 — 2010
Northeastern University 2006 — 2010
Bachelor of Science, Business Administration; Marketing & Management
Hanover Park High School 2002 — 2006
Anthony Golden's Merrill Lynch Experience July 2010 - Present
Job Director Portfolio Strategist at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch July 2010 - Present
EnergyHub May 2010 - July 2010
The Levin Institute April 2010 - April 2010
ThinkSheet May 2009 - April 2010
TCM August 2005 - December 2008
Citigroup March 1999 - July 2005
Skills
Financial Modeling, Public Speaking, Financial Research, Long/Short Equity, Macro Analysis, Valuation, Investments, Equities, Microsoft Excel, Portfolio Management, Corporate Finance, Capital Markets, Risk Management, Asset Managment, Series 7, Equity Research
Education
Northern Kentucky University 1994 — 1998
Bachelor of Science, Finance
Merrill Lynch July 2010 - Present
EnergyHub May 2010 - July 2010
The Levin Institute April 2010 - April 2010
ThinkSheet May 2009 - April 2010
TCM August 2005 - December 2008
Citigroup March 1999 - July 2005
Skills
Financial Modeling, Public Speaking, Financial Research, Long/Short Equity, Macro Analysis, Valuation, Investments, Equities, Microsoft Excel, Portfolio Management, Corporate Finance, Capital Markets, Risk Management, Asset Managment, Series 7, Equity Research
Education
Northern Kentucky University 1994 — 1998
Bachelor of Science, Finance
Stephanie Bader Stephanie Bader's Merrill Lynch Experience June 2008 - December 2008
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture September 2013 - Present
Accenture March 2012 - Present
The Bank of New York Mellon February 2010 - August 2010
Merrill Lynch June 2008 - December 2008
Skills
Microsoft Excel, Leadership, Management, Microsoft Office, PowerPoint
Education
Northeastern University
B.S. International Business, Dual Concentration in Finance & Marketing, Minor in Spanish, Honors
Universidad Pontificia Comillas 2009 — 2010
International Business - E4
Accenture September 2013 - Present
Accenture March 2012 - Present
The Bank of New York Mellon February 2010 - August 2010
Merrill Lynch June 2008 - December 2008
Skills
Microsoft Excel, Leadership, Management, Microsoft Office, PowerPoint
Education
Northeastern University
B.S. International Business, Dual Concentration in Finance & Marketing, Minor in Spanish, Honors
Universidad Pontificia Comillas 2009 — 2010
International Business - E4
Kristin Fedders, MBA's Merrill Lynch Experience July 2015 - Present
Job Senior Registered Associate
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney January 2005 - July 2015
Thomas More College February 2002 - December 2004
Skills
PowerPoint, Excel, Word, Customer Relations, Access, Insurance, Microsoft Excel, Asset Allocation
Education
Northern Kentucky University 2009 — 2011
MBA, Business Administration
Thomas More College 2000 — 2004
Associate of Arts degree, Microcomputer Application Systems
Thomas More College 2000 — 2004
Bachelor of Arts degree, Business Administration; an emphasis in Marketing
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney January 2005 - July 2015
Thomas More College February 2002 - December 2004
Skills
PowerPoint, Excel, Word, Customer Relations, Access, Insurance, Microsoft Excel, Asset Allocation
Education
Northern Kentucky University 2009 — 2011
MBA, Business Administration
Thomas More College 2000 — 2004
Associate of Arts degree, Microcomputer Application Systems
Thomas More College 2000 — 2004
Bachelor of Arts degree, Business Administration; an emphasis in Marketing
William T Read William T Read's Merrill Lynch Experience January 1973 - April 2009
Job Senior Portfolio Manager Wealth Management Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2009 - Present
UBS April 2009 - February 2012
Merrill Lynch January 1973 - April 2009
Education
Northern Illinois University 1969 — 1972
MBA, Finance & Economics
University of Illinois at Urbana-Champaign 1964 — 1968
BS, Biology
UBS Wealth Management April 2009 - Present
UBS April 2009 - February 2012
Merrill Lynch January 1973 - April 2009
Education
Northern Illinois University 1969 — 1972
MBA, Finance & Economics
University of Illinois at Urbana-Champaign 1964 — 1968
BS, Biology
Kathleen Hosty Kathleen Hosty's Merrill Lynch Experience April 1978 - December 1995
Job Financial Advisor at Mueller Financial Services, Inc.
Industry Financial Services
Experience
Mueller Financial Services, Inc. April 2013 - Present
Hewins Financial Wipfli Hewins May 2010 - November 2012
J.P. Morgan January 2008 - January 2010
Citi January 2007 - December 2007
Theatreplex Entertainment Properties, Inc. April 1997 - June 2003
KH Investment Co. January 1996 - April 1997
Merrill Lynch April 1978 - December 1995
Skills
Investment Advisory, Investments, Estate Planning, Asset Allocation, Strategic Financial..., Equities, Financial Advisory, Alternative Investments, Wealth Management, High Net Worth..., Asset Managment, Personal Finance, Retirement Planning, Financial Services, Private Equity, Tax, Entrepreneurial Finance, Business Owner Planning, Women Owned Business
Education
Northern Illinois University 1969 — 1973
BA, History
Mueller Financial Services, Inc. April 2013 - Present
Hewins Financial Wipfli Hewins May 2010 - November 2012
J.P. Morgan January 2008 - January 2010
Citi January 2007 - December 2007
Theatreplex Entertainment Properties, Inc. April 1997 - June 2003
KH Investment Co. January 1996 - April 1997
Merrill Lynch April 1978 - December 1995
Skills
Investment Advisory, Investments, Estate Planning, Asset Allocation, Strategic Financial..., Equities, Financial Advisory, Alternative Investments, Wealth Management, High Net Worth..., Asset Managment, Personal Finance, Retirement Planning, Financial Services, Private Equity, Tax, Entrepreneurial Finance, Business Owner Planning, Women Owned Business
Education
Northern Illinois University 1969 — 1973
BA, History
Todd Busot Todd Busot's Merrill Lynch Experience September 2010 - Present
Job Sr. Sales Advisor, Vice President
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
M&I Financial Advisors January 2010 - September 2010
Charles Schwab October 2006 - April 2009
JPMorgan Chase February 2004 - October 2006
Skills
Series 7, Series 66, Series 9, Series 10
Education
Northern Arizona University 1987 — 1994
Coronado High School 1983 — 1987
Merrill Lynch September 2010 - Present
M&I Financial Advisors January 2010 - September 2010
Charles Schwab October 2006 - April 2009
JPMorgan Chase February 2004 - October 2006
Skills
Series 7, Series 66, Series 9, Series 10
Education
Northern Arizona University 1987 — 1994
Coronado High School 1983 — 1987
Tamika Hoist Tamika Hoist's Merrill Lynch Experience June 2015 - Present
Job Senior Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch September 2013 - June 2015
Merrill Lynch May 2011 - September 2013
Merrill Lynch February 2007 - May 2011
Merrill Lynch April 2006 - February 2007
Sovereign Bank February 2006 - April 2006
Skills
Banking, Management, Software Documentation, Process Improvement, Customer Service, Risk Management, Analysis, Financial Services, Team Leadership, Portfolio Management, Project Management
Education
Northeastern University
Bachelor of Arts, Architecture
Northeastern University
Bachelor of Arts and Science Degree
Merrill Lynch June 2015 - Present
Merrill Lynch September 2013 - June 2015
Merrill Lynch May 2011 - September 2013
Merrill Lynch February 2007 - May 2011
Merrill Lynch April 2006 - February 2007
Sovereign Bank February 2006 - April 2006
Skills
Banking, Management, Software Documentation, Process Improvement, Customer Service, Risk Management, Analysis, Financial Services, Team Leadership, Portfolio Management, Project Management
Education
Northeastern University
Bachelor of Arts, Architecture
Northeastern University
Bachelor of Arts and Science Degree
Ruben Rozental Ruben Rozental's Merrill Lynch Experience November 1984 - June 2002
Job President, Rozental Asset Management, LLC
Industry Financial Services
Experience
Black Pearl Financial Services LLC February 2011 - Present
Women In Distress June 2010 - Present
Rozental Asset Management LLC April 2004 - June 2009
Landmark Education 2004 - 2008
Merrill Lynch November 1984 - June 2002
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1982
Northern Illinois University 1978 — 1980
M.S., International Relations
University of South Florida 1975 — 1978
BS, Political Science and Economics
Landmark Education
South Broward High
Black Pearl Financial Services LLC February 2011 - Present
Women In Distress June 2010 - Present
Rozental Asset Management LLC April 2004 - June 2009
Landmark Education 2004 - 2008
Merrill Lynch November 1984 - June 2002
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1982
Northern Illinois University 1978 — 1980
M.S., International Relations
University of South Florida 1975 — 1978
BS, Political Science and Economics
Landmark Education
South Broward High
Jay Spector, CFP®'s Merrill Lynch Experience March 2011 - Present
Job Vice President, Wealth Management Advisor at Barton & Spector Group of Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Wells Fargo Advisors, LLC March 2008 - March 2011
RBC Capital Markets July 2006 - March 2008
State of Arizona - Water Infrastructure Finance Authority of Arizona September 2003 - July 2006
Arizona Department of Environmental Quality 2003 - 2003
National Association of Industrial and Office Properties 2000 - 2003
U.S. Department of the Interior 1998 - 2000
Steve Owens for Congress 1996 - 1998
Skills
Investments, Strategic Financial..., Series 7, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Securities, Mutual Funds, Wealth Management, Finance, Series 63
Education
The Johns Hopkins University - Carey Business School 2001 — 2005
Master of Science (M.S.), Real Estate
Northern Arizona University-The W. A. Franke College of Business 1992 — 1996
BGS-BA, Finance
Paradise valley High School 1988 — 1992
Merrill Lynch March 2011 - Present
Wells Fargo Advisors, LLC March 2008 - March 2011
RBC Capital Markets July 2006 - March 2008
State of Arizona - Water Infrastructure Finance Authority of Arizona September 2003 - July 2006
Arizona Department of Environmental Quality 2003 - 2003
National Association of Industrial and Office Properties 2000 - 2003
U.S. Department of the Interior 1998 - 2000
Steve Owens for Congress 1996 - 1998
Skills
Investments, Strategic Financial..., Series 7, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Securities, Mutual Funds, Wealth Management, Finance, Series 63
Education
The Johns Hopkins University - Carey Business School 2001 — 2005
Master of Science (M.S.), Real Estate
Northern Arizona University-The W. A. Franke College of Business 1992 — 1996
BGS-BA, Finance
Paradise valley High School 1988 — 1992
Barry Basten Barry Basten's Merrill Lynch Experience 2003 - 2006
Job Assistant to Project at Edsal Manufacturing Co., Inc.
Industry Financial Services
Experience
Edsal Manufacturing Co., Inc. January 2013 - Present
Private Consulting February 2006 - Present
U.S. Dept. of Commerce May 2010 - August 2010
Merrill Lynch 2003 - 2006
Carr Futures 1998 - 2002
Dean Witter Reynolds 1982 - 1998
Skills
Commodity, Trading, Back Office, Options, Commodity Markets, CompTIA A+ Certification, CompTIA Network+..., MCITP Pending, Derivatives, Financial Markets, Trading Systems, Fixed Income, Risk Management, Equity Derivatives, Management, Financial Services
Education
Microtrain Technologies 2012 — 2012
CompTIA A+ and Network+ Certifications, MCITP Courses
Northern Illinois University 1974 — 1978
B.S., Major Finance, Minor Economics
Edsal Manufacturing Co., Inc. January 2013 - Present
Private Consulting February 2006 - Present
U.S. Dept. of Commerce May 2010 - August 2010
Merrill Lynch 2003 - 2006
Carr Futures 1998 - 2002
Dean Witter Reynolds 1982 - 1998
Skills
Commodity, Trading, Back Office, Options, Commodity Markets, CompTIA A+ Certification, CompTIA Network+..., MCITP Pending, Derivatives, Financial Markets, Trading Systems, Fixed Income, Risk Management, Equity Derivatives, Management, Financial Services
Education
Microtrain Technologies 2012 — 2012
CompTIA A+ and Network+ Certifications, MCITP Courses
Northern Illinois University 1974 — 1978
B.S., Major Finance, Minor Economics
Sara Ragland Sara Ragland's Merrill Lynch Experience August 2003 - July 2007
Job Owner at Clean Hands Recycling
Industry Environmental Services
Experience
R & R Logistics July 2009 - Present
Clean Hands Recycling May 2009 - Present
R & R Business April 2009 - Present
Merrill Lynch August 2003 - July 2007
United States Marine Corps July 1991 - August 2003
Education
Fine Mortuary College 2007 — 2010
Thanatology
University of Nevada-Reno 2006 — 2006
Anthropology
Northern Arizona University-The W. A. Franke College of Business 1998 — 1999
Business
Oregon State University 1992 — 1993
Business
Western Oregon University 1992 — 1992
Business
R & R Logistics July 2009 - Present
Clean Hands Recycling May 2009 - Present
R & R Business April 2009 - Present
Merrill Lynch August 2003 - July 2007
United States Marine Corps July 1991 - August 2003
Education
Fine Mortuary College 2007 — 2010
Thanatology
University of Nevada-Reno 2006 — 2006
Anthropology
Northern Arizona University-The W. A. Franke College of Business 1998 — 1999
Business
Oregon State University 1992 — 1993
Business
Western Oregon University 1992 — 1992
Business
Camille Wojtasiak Camille Wojtasiak's Merrill Lynch Experience April 1999 - July 2011
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2011 - Present
Courtyard School 2006 - 2013
Merrill Lynch April 1999 - July 2011
Orkin Pest Control 1992 - 1999
Education
University of California, Davis
Masters of Business Administration, Finance and Marketing
Northern Illinois University
Bachelor of Science, Mathematics
Wells Fargo Advisors, LLC July 2011 - Present
Courtyard School 2006 - 2013
Merrill Lynch April 1999 - July 2011
Orkin Pest Control 1992 - 1999
Education
University of California, Davis
Masters of Business Administration, Finance and Marketing
Northern Illinois University
Bachelor of Science, Mathematics
Robert Lynn Robert Lynn's Merrill Lynch Experience January 2005 - July 2005
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2011 - Present
Morgan Stanley June 2006 - May 2011
Merrill Lynch January 2005 - July 2005
Hellman, Jordan January 2004 - July 2004
Columbia Management January 2003 - July 2003
Education
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management
Northeastern University 2001 — 2006
BS, Finance and MIS
Goldman Sachs May 2011 - Present
Morgan Stanley June 2006 - May 2011
Merrill Lynch January 2005 - July 2005
Hellman, Jordan January 2004 - July 2004
Columbia Management January 2003 - July 2003
Education
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management
Northeastern University 2001 — 2006
BS, Finance and MIS
Craig Rabidoux Craig Rabidoux's Merrill Lynch Experience January 1995 - January 2000
Job Real Estate Investor / Offensive Coordinator Grand Blanc Varsity Football
Industry Investment Management
Experience
Grand Blanc Varsity Football March 2015 - Present
Argentine Police Department January 2012 - Present
Self Employed January 2012 - Present
Grand Blanc Youth Football January 2006 - Present
Grand Blanc Varsity Football January 2011 - February 2015
Even Slab January 2005 - January 2012
Grand Blanc Football January 2009 - January 2010
Entec Polymers January 2000 - January 2005
Merrill Lynch January 1995 - January 2000
Olde Discount Stockbrokers January 1992 - July 1996
Skills
Sales Management, Contract Negotiation, Budgets, Purchasing, Team Building, Negotiation, New Business Development, Sales, Strategic Planning, Product Development, Customer Service, Pricing, Sales Operations, Account Management
Education
Northern Michigan University
Grand Blanc Varsity Football March 2015 - Present
Argentine Police Department January 2012 - Present
Self Employed January 2012 - Present
Grand Blanc Youth Football January 2006 - Present
Grand Blanc Varsity Football January 2011 - February 2015
Even Slab January 2005 - January 2012
Grand Blanc Football January 2009 - January 2010
Entec Polymers January 2000 - January 2005
Merrill Lynch January 1995 - January 2000
Olde Discount Stockbrokers January 1992 - July 1996
Skills
Sales Management, Contract Negotiation, Budgets, Purchasing, Team Building, Negotiation, New Business Development, Sales, Strategic Planning, Product Development, Customer Service, Pricing, Sales Operations, Account Management
Education
Northern Michigan University
David C. Showell, CRPC's Merrill Lynch Experience September 2005 - January 2010
Job Vice President Investments
Industry Financial Services
Experience
Greenberg Financial August 2015 - Present
Wells Fargo July 2011 - July 2015
J.P. Morgan Asset Management January 2010 - July 2011
Merrill Lynch September 2005 - January 2010
Skills
Banking, Financial Analysis, Portfolio Management, Investments, Loans, Customer Service, Leadership, Credit, Financial Risk, Finance, Financial Services, Credit Analysis, Financial Modeling, Equities, Mortgage Lending, Asset Management, Financial Planning, Risk Management, Mutual Funds, Retail Banking, Valuation, Analysis, Due Diligence, Insurance, Management, Retirement Planning, Financial Advisory, Investment Strategies
Education
University of Central Arkansas 2001 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northern Arizona University 1997 — 1999
International Relations and Affairs
Northern Arizona University 1997 — 1999
International Relations and Affairs
Greenberg Financial August 2015 - Present
Wells Fargo July 2011 - July 2015
J.P. Morgan Asset Management January 2010 - July 2011
Merrill Lynch September 2005 - January 2010
Skills
Banking, Financial Analysis, Portfolio Management, Investments, Loans, Customer Service, Leadership, Credit, Financial Risk, Finance, Financial Services, Credit Analysis, Financial Modeling, Equities, Mortgage Lending, Asset Management, Financial Planning, Risk Management, Mutual Funds, Retail Banking, Valuation, Analysis, Due Diligence, Insurance, Management, Retirement Planning, Financial Advisory, Investment Strategies
Education
University of Central Arkansas 2001 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northern Arizona University 1997 — 1999
International Relations and Affairs
Northern Arizona University 1997 — 1999
International Relations and Affairs
Bill Kelleher Bill Kelleher's Merrill Lynch Experience August 2000 - November 2008
Job Private Wealth Manager at Highpoint Planning Partners
Industry Investment Management
Experience
Highpoint Planning Partners May 2013 - Present
UBS Financial Services November 2008 - April 2013
Merrill Lynch August 2000 - November 2008
ABN AMRO January 1993 - August 2000
LaSalle Capital Group July 1992 - January 1993
Skills
Investments, Portfolio Management, Fixed Income, Finance, Investment Strategies, Wealth Management, Asset Management, Mutual Funds, Retirement Planning, Investment Management, Equities, Asset Allocation, Series 63, Private Equity, Valuation, Investment Advisory, Series 7
Education
Northern Illinois University 1981 — 1983
BS, Finance
Highpoint Planning Partners May 2013 - Present
UBS Financial Services November 2008 - April 2013
Merrill Lynch August 2000 - November 2008
ABN AMRO January 1993 - August 2000
LaSalle Capital Group July 1992 - January 1993
Skills
Investments, Portfolio Management, Fixed Income, Finance, Investment Strategies, Wealth Management, Asset Management, Mutual Funds, Retirement Planning, Investment Management, Equities, Asset Allocation, Series 63, Private Equity, Valuation, Investment Advisory, Series 7
Education
Northern Illinois University 1981 — 1983
BS, Finance
Tim Vaughn Tim Vaughn's Merrill Lynch Experience 1998 - 1999
Job Experienced Derivatives Product Control Analyst
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2004 - July 2015
Millennium Trust Company 2003 - 2004
Morgan Stanley 1999 - 2002
Merrill Lynch 1998 - 1999
Skills
Accounting, Banking, Business Analysis, Business Strategy, Capital Markets, Corporate Finance, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Loans, Management, Microsoft Excel, Microsoft Office, Middle Office, Operational Risk, Risk Management, Valuation, Product Control
Education
Northern Illinois University 1997 — 1999
Bachelor's degree, Accounting and Finance
Bank of America Merrill Lynch August 2004 - July 2015
Millennium Trust Company 2003 - 2004
Morgan Stanley 1999 - 2002
Merrill Lynch 1998 - 1999
Skills
Accounting, Banking, Business Analysis, Business Strategy, Capital Markets, Corporate Finance, Credit, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Loans, Management, Microsoft Excel, Microsoft Office, Middle Office, Operational Risk, Risk Management, Valuation, Product Control
Education
Northern Illinois University 1997 — 1999
Bachelor's degree, Accounting and Finance
Stephanie Contreras's Merrill Lynch Experience December 2008 - August 2009
Job Analyst
Industry Financial Services
Experience
Lazard Asset Management May 2015 - Present
Bank of America Merrill Lynch August 2011 - May 2015
Bank of America Merrill Lynch August 2010 - August 2011
Merrill Lynch December 2008 - August 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Derivatives, Credit, Bloomberg, Equities, Capital Markets, Bonds, Financial Modeling, Investment Banking, Hedge Funds, Investments, Securities, Series 7, Trading, Valuation
Education
Northeastern University 2005 — 2010
Bachelors, Finance
Lazard Asset Management May 2015 - Present
Bank of America Merrill Lynch August 2011 - May 2015
Bank of America Merrill Lynch August 2010 - August 2011
Merrill Lynch December 2008 - August 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Derivatives, Credit, Bloomberg, Equities, Capital Markets, Bonds, Financial Modeling, Investment Banking, Hedge Funds, Investments, Securities, Series 7, Trading, Valuation
Education
Northeastern University 2005 — 2010
Bachelors, Finance
Rick De Luca, LUTCF Rick De Luca, LUTCF's Merrill Lynch Experience November 2000 - November 2001
Job American Family Insurance
Industry Insurance
Experience
American Family Insurance May 2012 - Present
Sundial Appraisal Group, LLC November 2001 - May 2012
Merrill Lynch November 2000 - November 2001
Insurers Administrative Corporation January 2000 - November 2000
Enterprise Rent A Car March 1997 - January 2000
Skills
Life Insurance, Commercial Insurance, Insurance, Property & Casualty..., Permanent Life Insurance, Small Business, Term Life Insurance, General Insurance, Sales, Umbrella Insurance, Customer Service, Selling, Customer Retention, Direct Sales, Residential Homes, Networking, Account Management, Customer Satisfaction, Cold Calling, Entrepreneur, Public Speaking, Contract Negotiation, Sales Process, Coaching, Marketing, Management, Real Estate, New Business Development, Team Building, Marketing Strategy, Strategic Planning, Mortgage Lending, Social Media Marketing, Leadership, Sales Management, Finance, Training, Business Planning, Advertising, Negotiation, E-commerce, Social Networking
Education
Northern Arizona University, College of Business Administration 1994 — 1996
Bachelor of Science, Marketing & Advertising
Arizona Western College 1992 — 1994
Associates of Arts, Business Administration
American Family Insurance May 2012 - Present
Sundial Appraisal Group, LLC November 2001 - May 2012
Merrill Lynch November 2000 - November 2001
Insurers Administrative Corporation January 2000 - November 2000
Enterprise Rent A Car March 1997 - January 2000
Skills
Life Insurance, Commercial Insurance, Insurance, Property & Casualty..., Permanent Life Insurance, Small Business, Term Life Insurance, General Insurance, Sales, Umbrella Insurance, Customer Service, Selling, Customer Retention, Direct Sales, Residential Homes, Networking, Account Management, Customer Satisfaction, Cold Calling, Entrepreneur, Public Speaking, Contract Negotiation, Sales Process, Coaching, Marketing, Management, Real Estate, New Business Development, Team Building, Marketing Strategy, Strategic Planning, Mortgage Lending, Social Media Marketing, Leadership, Sales Management, Finance, Training, Business Planning, Advertising, Negotiation, E-commerce, Social Networking
Education
Northern Arizona University, College of Business Administration 1994 — 1996
Bachelor of Science, Marketing & Advertising
Arizona Western College 1992 — 1994
Associates of Arts, Business Administration
Rod Hezarkhani's Merrill Lynch Experience January 2006 - June 2006
Job Senior Product Manager at Christie's
Industry Online Media
Experience
Christie's March 2015 - Present
Phillips September 2014 - February 2015
Usablenet September 2013 - July 2014
VIBE Media April 2013 - July 2013
VIBE Media March 2012 - March 2013
Dow Jones October 2010 - February 2012
Accenture January 2007 - October 2010
Merrill Lynch January 2006 - June 2006
Raymond James Financial Inc. May 2005 - August 2005
GainsKeeper January 2005 - April 2005
Skills
Product Management, Strategy, Business Process, Business Analysis, Visio, SQL, Business Process..., Business Development, Requirements Gathering, Competitive Analysis, Project Management, Financial Analysis, Digital Media, Media Planning, New Media, Social Media, Social Media Marketing, Media, Advertising, Online Advertising, Advertising Sales, Interactive Advertising, Mobile Advertising, Product Marketing, Product Design, Product Launch, Content Strategy, Content Management, Web Content, Content Development, Web Content Management, Mobile Content, Branded Content, Digital Strategy, Mobile Marketing, Digital Marketing, Management, Web Analytics, User Experience, E-commerce, Strategic Partnerships, Analytics
Education
Northeastern University 2002 — 2007
BS, Business Administration - MIS
Randolph High School 1998 — 2002
Christie's March 2015 - Present
Phillips September 2014 - February 2015
Usablenet September 2013 - July 2014
VIBE Media April 2013 - July 2013
VIBE Media March 2012 - March 2013
Dow Jones October 2010 - February 2012
Accenture January 2007 - October 2010
Merrill Lynch January 2006 - June 2006
Raymond James Financial Inc. May 2005 - August 2005
GainsKeeper January 2005 - April 2005
Skills
Product Management, Strategy, Business Process, Business Analysis, Visio, SQL, Business Process..., Business Development, Requirements Gathering, Competitive Analysis, Project Management, Financial Analysis, Digital Media, Media Planning, New Media, Social Media, Social Media Marketing, Media, Advertising, Online Advertising, Advertising Sales, Interactive Advertising, Mobile Advertising, Product Marketing, Product Design, Product Launch, Content Strategy, Content Management, Web Content, Content Development, Web Content Management, Mobile Content, Branded Content, Digital Strategy, Mobile Marketing, Digital Marketing, Management, Web Analytics, User Experience, E-commerce, Strategic Partnerships, Analytics
Education
Northeastern University 2002 — 2007
BS, Business Administration - MIS
Randolph High School 1998 — 2002
James Jacobson's Merrill Lynch Experience July 2012 - August 2013
Job Internal Client Advisor at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
Merrill Lynch July 2012 - August 2013
Scottrade September 2011 - August 2012
Scottrade June 2011 - September 2011
Scottrade July 2010 - June 2011
West Suburban Bank June 2007 - August 2009
Skills
CRM, Investments, Series 7, Leadership, Customer Service, Time Management, Microsoft Office
Education
Northern Illinois University 2007 — 2011
Bachelor of Science, Business Administration
JPMorgan Chase August 2013 - Present
Merrill Lynch July 2012 - August 2013
Scottrade September 2011 - August 2012
Scottrade June 2011 - September 2011
Scottrade July 2010 - June 2011
West Suburban Bank June 2007 - August 2009
Skills
CRM, Investments, Series 7, Leadership, Customer Service, Time Management, Microsoft Office
Education
Northern Illinois University 2007 — 2011
Bachelor of Science, Business Administration
Jeremy Mazzone's Merrill Lynch Experience June 2009 - August 2009
Job Manager of Business Analytics at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation February 2015 - Present
Sears Holdings Corporation March 2014 - January 2015
Sears Holdings Corporation September 2013 - March 2014
Sears Holdings Corporation July 2012 - September 2013
Bank of America December 2010 - July 2012
Northern Illinois University May 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
Excel, Access, Word, PowerPoint, Outlook, Windows, Mac OS, Photoshop, Macro, VBA, Microsoft Excel, Analysis, SQL, Teradata, Tableau, Microsoft Word, Finance, Accounting, Team Building, Leadership, Customer Service, Financial Analysis, Microsoft Office, Sales, Forecasting, Management
Education
Northern Illinois University - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, General, 3.69
Sears Holdings Corporation February 2015 - Present
Sears Holdings Corporation March 2014 - January 2015
Sears Holdings Corporation September 2013 - March 2014
Sears Holdings Corporation July 2012 - September 2013
Bank of America December 2010 - July 2012
Northern Illinois University May 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
Excel, Access, Word, PowerPoint, Outlook, Windows, Mac OS, Photoshop, Macro, VBA, Microsoft Excel, Analysis, SQL, Teradata, Tableau, Microsoft Word, Finance, Accounting, Team Building, Leadership, Customer Service, Financial Analysis, Microsoft Office, Sales, Forecasting, Management
Education
Northern Illinois University - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, General, 3.69
Steven Zeidler Steven Zeidler's Merrill Lynch Experience September 2002 - September 2006
Job executive director at jp morgan chase
Industry Financial Services
Experience
JPMorgan Chase September 2006 - Present
JPMorgan 2006 - Present
Merrill Lynch September 2002 - September 2006
Credit Suisse First Boston 1999 - 2002
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Fixed Income, Trading Systems, Swaps, Derivatives, Investment Banking, Middle Office, Capital Markets, Structured Products, Credit Risk, c++, Multithreading, ATL COM, Electronic Trading, Equities, Market Data, Hedge Funds, Prime Brokerage, Trading, Risk Management, Financial Services
Education
Northeastern University
JPMorgan Chase September 2006 - Present
JPMorgan 2006 - Present
Merrill Lynch September 2002 - September 2006
Credit Suisse First Boston 1999 - 2002
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Fixed Income, Trading Systems, Swaps, Derivatives, Investment Banking, Middle Office, Capital Markets, Structured Products, Credit Risk, c++, Multithreading, ATL COM, Electronic Trading, Equities, Market Data, Hedge Funds, Prime Brokerage, Trading, Risk Management, Financial Services
Education
Northeastern University
Stephanie Bass Stephanie Bass's Merrill Lynch Experience August 2003 - April 2014
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2014 - Present
Merrill Lynch August 2003 - April 2014
Skills
Financial Guidance, Investment Planning, Retirement Planning, Financial Advice, Education Planning
Education
Northeastern University 1991 — 1996
Bachelor of Science (B.S.), Business Administration
Wells Fargo Advisors, LLC April 2014 - Present
Merrill Lynch August 2003 - April 2014
Skills
Financial Guidance, Investment Planning, Retirement Planning, Financial Advice, Education Planning
Education
Northeastern University 1991 — 1996
Bachelor of Science (B.S.), Business Administration
Brian Schwalbach, CFP's Merrill Lynch Experience April 2003 - Present
Job VicePresident at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2003 - Present
Morgan Stanley January 2000 - April 2003
Skills
Mutual Funds, Series 63, Retirement Planning, Retirement, Financial Analysis, Investment Advisory, 401k, Banking, Asset Managment, Small Business Lending, Commercial Lending, Strategic Planning, Retail Banking, Retirement Plan..., Portfolio Management, Asset Management, Investments, Securities, Strategy, Wealth Management, Finance
Education
Northern Kentucky University 1993 — 1997
BS, Marketing
University of Kentucky 1992 — 1993
Merrill Lynch April 2003 - Present
Morgan Stanley January 2000 - April 2003
Skills
Mutual Funds, Series 63, Retirement Planning, Retirement, Financial Analysis, Investment Advisory, 401k, Banking, Asset Managment, Small Business Lending, Commercial Lending, Strategic Planning, Retail Banking, Retirement Plan..., Portfolio Management, Asset Management, Investments, Securities, Strategy, Wealth Management, Finance
Education
Northern Kentucky University 1993 — 1997
BS, Marketing
University of Kentucky 1992 — 1993
Eddie Albert's Merrill Lynch Experience July 2007 - January 2009
Job Solutions Architect
Industry Information Technology and Services
Experience
EMC June 2012 - Present
Signature Consultants October 2011 - June 2012
Matrix Resources August 2010 - October 2011
Bank of America December 2008 - March 2009
Merrill Lynch July 2007 - January 2009
USAF/Pentagon November 2004 - February 2007
UnionLink November 1998 - November 2004
Charles County Technology Council January 1998 - November 2003
Turtle Snap Venture Capital, LLC March 1999 - 2003
NMCI/EDS/Sub April 2000 - June 2002
Skills
Disaster Recovery, Troubleshooting, Servers, Storage, BURA, infras, Network Architecture, Network Security, IT Service Management, IT Governance, Foreign Languages, Backup, Legato Networker, System Setup, Data Center, Information Technology, Project Management, IT Management, Virtualization, DNS, Cisco Technologies, SharePoint, Microsoft Exchange, Requirements Analysis, Infrastructure, Windows, Linux, EMC Networker, Program Management, Microsoft SQL Server, Unix, Networking, Operating Systems, Windows Server, SDLC, Vendor Management, Network Administration, Integration, TCP/IP, Solaris, Business Continuity, System Administration, Cloud Computing, Enterprise Architecture, VMware, Information Security, Security, IT Strategy, Databases, Enterprise Software
Education
www.3SoftUSA.com 2003 — 2003
MCSE+I+E, Computer Networking + Exchange 2003
Northern Virginia Community College 1994 — 1994
CNA, Computer Networking Novell
Parris Island Recruit Depot 1981 — 1994
USMC, Military Strategy/Warfare/Tactics
Okinawa/USMC-Networking 1993 — 1993
CBE - Certified Banyan Engineer, Networking Banyan Vines
U. S. MCLB Albany, GA 1986 — 1988
BS, Networking Mini/Mainframe Computers
Waynesburg University 1979 — 1980
BS, Computer Science/Business Management
Gulf 1976 — 1979
Business/Computers
EMC June 2012 - Present
Signature Consultants October 2011 - June 2012
Matrix Resources August 2010 - October 2011
Bank of America December 2008 - March 2009
Merrill Lynch July 2007 - January 2009
USAF/Pentagon November 2004 - February 2007
UnionLink November 1998 - November 2004
Charles County Technology Council January 1998 - November 2003
Turtle Snap Venture Capital, LLC March 1999 - 2003
NMCI/EDS/Sub April 2000 - June 2002
Skills
Disaster Recovery, Troubleshooting, Servers, Storage, BURA, infras, Network Architecture, Network Security, IT Service Management, IT Governance, Foreign Languages, Backup, Legato Networker, System Setup, Data Center, Information Technology, Project Management, IT Management, Virtualization, DNS, Cisco Technologies, SharePoint, Microsoft Exchange, Requirements Analysis, Infrastructure, Windows, Linux, EMC Networker, Program Management, Microsoft SQL Server, Unix, Networking, Operating Systems, Windows Server, SDLC, Vendor Management, Network Administration, Integration, TCP/IP, Solaris, Business Continuity, System Administration, Cloud Computing, Enterprise Architecture, VMware, Information Security, Security, IT Strategy, Databases, Enterprise Software
Education
www.3SoftUSA.com 2003 — 2003
MCSE+I+E, Computer Networking + Exchange 2003
Northern Virginia Community College 1994 — 1994
CNA, Computer Networking Novell
Parris Island Recruit Depot 1981 — 1994
USMC, Military Strategy/Warfare/Tactics
Okinawa/USMC-Networking 1993 — 1993
CBE - Certified Banyan Engineer, Networking Banyan Vines
U. S. MCLB Albany, GA 1986 — 1988
BS, Networking Mini/Mainframe Computers
Waynesburg University 1979 — 1980
BS, Computer Science/Business Management
Gulf 1976 — 1979
Business/Computers
Tim Voreis, CPA Tim Voreis, CPA's Merrill Lynch Experience January 1992 - February 1994
Job Senior Accountant at Anacostia Rail Holdings
Industry Accounting
Experience
Anacostia Rail Holdings November 2010 - Present
MIchael Coglianese CPA, PC February 2010 - November 2010
Sikich LLP August 2008 - June 2009
Harvest Financial Group May 2007 - April 2008
West Suburban Bank September 2000 - April 2007
First Midwest Bank April 1994 - September 2000
Merrill Lynch January 1992 - February 1994
Skills
Accounting, Account Reconciliation, Budgets, Financial Reporting, Financial Analysis, GAAP, General Ledger, Journal Entries, Tax, Variance Analysis, Internal Controls, Forecasting, Finance, Accounts Payable, Auditing
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics/Finance
Northern Illinois University
Accounting, post-graduate
Anacostia Rail Holdings November 2010 - Present
MIchael Coglianese CPA, PC February 2010 - November 2010
Sikich LLP August 2008 - June 2009
Harvest Financial Group May 2007 - April 2008
West Suburban Bank September 2000 - April 2007
First Midwest Bank April 1994 - September 2000
Merrill Lynch January 1992 - February 1994
Skills
Accounting, Account Reconciliation, Budgets, Financial Reporting, Financial Analysis, GAAP, General Ledger, Journal Entries, Tax, Variance Analysis, Internal Controls, Forecasting, Finance, Accounts Payable, Auditing
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics/Finance
Northern Illinois University
Accounting, post-graduate
Carrie Plos Carrie Plos's Merrill Lynch Experience June 2010 - February 2012
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - February 2012
Partners Wealth Management November 2006 - June 2010
Creative Automation 1998 - 2006
Education
Northern Illinois University 1992 — 1994
Bachelor of Science, Business Management
Merrill Lynch June 2010 - February 2012
Partners Wealth Management November 2006 - June 2010
Creative Automation 1998 - 2006
Education
Northern Illinois University 1992 — 1994
Bachelor of Science, Business Management
Matthew Pomerantz's Merrill Lynch Experience July 2015 - Present
Job Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Little Ricky's September 2008 - Present
The Comedy Bar June 2014 - August 2014
School Tool Box January 2014 - March 2014
Banner Day Camp June 2013 - August 2013
Skills
Communication Skills, Team Leadership, Outstanding time..., Self-driven, Social Networking, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, QuickBooks, Quote Preparation, Micros, Time Management, Communication, PowerPoint
Education
Northern Illinois University 2012 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies, Senior
Merrill Lynch July 2015 - Present
Little Ricky's September 2008 - Present
The Comedy Bar June 2014 - August 2014
School Tool Box January 2014 - March 2014
Banner Day Camp June 2013 - August 2013
Skills
Communication Skills, Team Leadership, Outstanding time..., Self-driven, Social Networking, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, QuickBooks, Quote Preparation, Micros, Time Management, Communication, PowerPoint
Education
Northern Illinois University 2012 — 2015
Bachelor of Arts (B.A.), Communication and Media Studies, Senior
David Dorward David Dorward's Merrill Lynch Experience October 2006 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Uniform Combined State..., Alternative Investments, Series 63, Investment Strategies, Wealth Management..., Mutual Funds, Fixed Income, Series 9, Series 10, Series 31, Series 65, Estate Planning, Insurance
Education
Northern Arizona University 1992 — 1995
Merrill Lynch October 2006 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Uniform Combined State..., Alternative Investments, Series 63, Investment Strategies, Wealth Management..., Mutual Funds, Fixed Income, Series 9, Series 10, Series 31, Series 65, Estate Planning, Insurance
Education
Northern Arizona University 1992 — 1995
Peter Dubin Peter Dubin's Merrill Lynch Experience March 2001 - August 2003
Job Recruitment Program Manager | Trustwave | Technology | Cyber Security | Global Focus
Industry Information Technology and Services
Experience
Trustwave July 2013 - Present
ADP May 2011 - May 2012
ADP January 2009 - May 2011
JP Morgan Chase January 2004 - January 2009
Merrill Lynch March 2001 - August 2003
AEROTEK August 1997 - March 1999
Skills
BPO, Finance, Applicant Tracking..., Talent Acquisition, Onboarding, Internet Recruiting, Executive Search, Technical Recruiting, Benefits Negotiation, Screening Resumes, HRIS, Corporate Recruiting, Talent Management, College Recruiting, Recruiting, Leadership, Performance Management
Education
Northern Illinois University
Trustwave July 2013 - Present
ADP May 2011 - May 2012
ADP January 2009 - May 2011
JP Morgan Chase January 2004 - January 2009
Merrill Lynch March 2001 - August 2003
AEROTEK August 1997 - March 1999
Skills
BPO, Finance, Applicant Tracking..., Talent Acquisition, Onboarding, Internet Recruiting, Executive Search, Technical Recruiting, Benefits Negotiation, Screening Resumes, HRIS, Corporate Recruiting, Talent Management, College Recruiting, Recruiting, Leadership, Performance Management
Education
Northern Illinois University
Tameisha Munroe Tameisha Munroe's Merrill Lynch Experience June 2004 - November 2007
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch February 2004 - May 2011
Merrill Lynch June 2004 - November 2007
Skills
Equities, Microsoft Office, Quality Center, Atlassian JIRA, Confluence, Business Analysis, Project Management, Defect Life Cycle, UAT coordination, Fidessa, Analysis, Trading, Trading Systems, Management
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), International Business, Finance
Bronx High School of Science 1993 — 1997
High School Diploma, General Studies
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch February 2004 - May 2011
Merrill Lynch June 2004 - November 2007
Skills
Equities, Microsoft Office, Quality Center, Atlassian JIRA, Confluence, Business Analysis, Project Management, Defect Life Cycle, UAT coordination, Fidessa, Analysis, Trading, Trading Systems, Management
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), International Business, Finance
Bronx High School of Science 1993 — 1997
High School Diploma, General Studies
Annie (Schmausser) Bement's Merrill Lynch Experience January 2004 - March 2007
Job Research Analyst at Western Energy Alliance
Industry Investment Management
Experience
Western Energy Alliance February 2012 - June 2012
Merrill Lynch January 2004 - March 2007
Merrill Lynch January 1998 - January 2004
Merrill Lynch January 1995 - December 1997
Merrill Lynch December 1993 - January 1995
Merrill Lynch March 1992 - November 1993
Kemper Securities, Boettcher Division January 1991 - March 1992
Education
University of Colorado at Denver 1996 — 1999
MBA
Northern Arizona University 1988 — 1990
B.A., History
Kent Denver Country Day 1980 — 1986
High School
Western Energy Alliance February 2012 - June 2012
Merrill Lynch January 2004 - March 2007
Merrill Lynch January 1998 - January 2004
Merrill Lynch January 1995 - December 1997
Merrill Lynch December 1993 - January 1995
Merrill Lynch March 1992 - November 1993
Kemper Securities, Boettcher Division January 1991 - March 1992
Education
University of Colorado at Denver 1996 — 1999
MBA
Northern Arizona University 1988 — 1990
B.A., History
Kent Denver Country Day 1980 — 1986
High School
Robert J Raimondi's Merrill Lynch Experience October 1995 - November 1997
Job Vice President Global Fund Services, Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company 1997 - Present
Morningstar 2006 - 2007
Merrill Lynch October 1995 - November 1997
Skills
Fund Administration, Hedge Funds, Global Custody, Mutual Funds, Equities, Asset Management, Securities, Fixed Income, Alternative Investments, Morningstar Direct, Asset Managment, Fund Of Funds, Bloomberg, Corporate Actions, Middle Office, Investment Management
Education
Northern Illinois University 1999 — 2001
MBA, International Business
University of Arizona 1988 — 1992
BSBA, Accounting
Northern Trust Company 1997 - Present
Morningstar 2006 - 2007
Merrill Lynch October 1995 - November 1997
Skills
Fund Administration, Hedge Funds, Global Custody, Mutual Funds, Equities, Asset Management, Securities, Fixed Income, Alternative Investments, Morningstar Direct, Asset Managment, Fund Of Funds, Bloomberg, Corporate Actions, Middle Office, Investment Management
Education
Northern Illinois University 1999 — 2001
MBA, International Business
University of Arizona 1988 — 1992
BSBA, Accounting
Terry Davis, CFA's Merrill Lynch Experience May 2006 - October 2011
Job Vice President at SmartWatt Energy, Inc.
Industry Environmental Services
Experience
SmartWatt Energy, Inc. September 2011 - Present
Merrill Lynch May 2006 - October 2011
Fidelity Investments November 2003 - May 2006
Fidelity Investments 2003 - 2006
Pioneer Investments 2002 - 2003
Brown Brothers Harriman 1999 - 2000
Skills
Financial Analysis, Risk Management, Investment Strategies, Microsoft Office, Investments, Customer Service, Asset Allocation, Microsoft Excel, Budgets, Mutual Funds, Cash Management, Financial Modeling
Education
AIMR 2004 — 2008
CFA
Northeastern University 1997 — 2002
BS/BA, Finance
SmartWatt Energy, Inc. September 2011 - Present
Merrill Lynch May 2006 - October 2011
Fidelity Investments November 2003 - May 2006
Fidelity Investments 2003 - 2006
Pioneer Investments 2002 - 2003
Brown Brothers Harriman 1999 - 2000
Skills
Financial Analysis, Risk Management, Investment Strategies, Microsoft Office, Investments, Customer Service, Asset Allocation, Microsoft Excel, Budgets, Mutual Funds, Cash Management, Financial Modeling
Education
AIMR 2004 — 2008
CFA
Northeastern University 1997 — 2002
BS/BA, Finance
Peter Nilsen's Merrill Lynch Experience 1991 - 1993
Job Principal, Middle Market Resources, LLC
Industry Oil & Energy
Experience
Middle Market Resources, LLC December 2006 - Present
Prolink Investment, Inc. June 2009 - Present
Isotope Products Laboratories March 1994 - December 2006
Merrill Lynch 1991 - 1993
Military Service 1983 - 1991
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
EMBA
Northern Illinois University 1979 — 1983
B.S.
Middle Market Resources, LLC December 2006 - Present
Prolink Investment, Inc. June 2009 - Present
Isotope Products Laboratories March 1994 - December 2006
Merrill Lynch 1991 - 1993
Military Service 1983 - 1991
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
EMBA
Northern Illinois University 1979 — 1983
B.S.
Jerry Pickar's Merrill Lynch Experience June 1990 - November 1994
Job JPICKAR Wealth Management
Industry Investment Management
Experience
Ice Hockey Goalie Coach & Scout August 2010 - Present
JPICKAR Wealth Management December 2005 - Present
UW-Superior Alumni & Foundation September 2002 - June 2008
Smith Barney June 2000 - December 2005
Seattle Mental Health 1998 - 2002
EVEREN Securities, Inc. 1994 - 2000
Merrill Lynch June 1990 - November 1994
LaBounty Manufacturing January 1989 - June 1990
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Retirement Planning, Estate Planning, Risk Management, Asset Allocation, Insurance, 401k Rollovers, 401k, Financial Planners, IRAs, Strategic Planning, Public Speaking, Leadership, Coaching, Team Leadership, Team Management, Team Building
Education
University of Wisconsin-Superior 1986 — 1989
BA, Marketing & Management
Northern Michigan University 1984 — 1986
General
The College of St. Scholastica 1983 — 1984
General
Duluth East High School 1981 — 1983
Duluth Cathedral High School
Ice Hockey Goalie Coach & Scout August 2010 - Present
JPICKAR Wealth Management December 2005 - Present
UW-Superior Alumni & Foundation September 2002 - June 2008
Smith Barney June 2000 - December 2005
Seattle Mental Health 1998 - 2002
EVEREN Securities, Inc. 1994 - 2000
Merrill Lynch June 1990 - November 1994
LaBounty Manufacturing January 1989 - June 1990
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Retirement Planning, Estate Planning, Risk Management, Asset Allocation, Insurance, 401k Rollovers, 401k, Financial Planners, IRAs, Strategic Planning, Public Speaking, Leadership, Coaching, Team Leadership, Team Management, Team Building
Education
University of Wisconsin-Superior 1986 — 1989
BA, Marketing & Management
Northern Michigan University 1984 — 1986
General
The College of St. Scholastica 1983 — 1984
General
Duluth East High School 1981 — 1983
Duluth Cathedral High School
Sheron Summers's Merrill Lynch Experience June 1991 - November 1991
Job Information Systems Analyst at City of San Diego
Industry Information Technology and Services
Experience
City of San Diego April 1999 - Present
Golden Eagle Insurance July 1992 - August 1997
Merrill Lynch June 1991 - November 1991
First Capital Life (E.F. Hutton Insurance) 1980 - 1991
Skills
Microsoft Office, Project Management, Windows, SQL, Data Analysis, HTML
Education
Northern Illinois University
City of San Diego April 1999 - Present
Golden Eagle Insurance July 1992 - August 1997
Merrill Lynch June 1991 - November 1991
First Capital Life (E.F. Hutton Insurance) 1980 - 1991
Skills
Microsoft Office, Project Management, Windows, SQL, Data Analysis, HTML
Education
Northern Illinois University
Jay Devine's Merrill Lynch Experience March 1998 - June 1999
Job Senior Portfolio Manager at a Cincinnati based Money Manager
Industry Financial Services
Experience
Cincinnai based Money Manager June 1999 - Present
Merrill Lynch March 1998 - June 1999
Skills
Fixed Income, Portfolio Management, Asset Managment, Alternative Investments, Investment Strategies, Securities, Equities, Bloomberg, Trading, Management, Investments, Asset Allocation, Asset Management
Education
University of Aarhus-Denmark 2002 — 2002
Advanced Management
Northern Kentucky University 2000 — 2002
MBA, Finance
Ohio University 1994 — 1998
BBA, Finance
Cincinnai based Money Manager June 1999 - Present
Merrill Lynch March 1998 - June 1999
Skills
Fixed Income, Portfolio Management, Asset Managment, Alternative Investments, Investment Strategies, Securities, Equities, Bloomberg, Trading, Management, Investments, Asset Allocation, Asset Management
Education
University of Aarhus-Denmark 2002 — 2002
Advanced Management
Northern Kentucky University 2000 — 2002
MBA, Finance
Ohio University 1994 — 1998
BBA, Finance
Gary Ecklund's Merrill Lynch Experience July 2005 - Present
Job Vice President, Sr. Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2005 - Present
Barrington Breakfast Rotary 2010 - 2011
UBS February 2002 - July 2005
Cardinal Healthcare January 1999 - August 2001
Allegiance Healthcare January 1996 - January 1999
Pharmaseal January 1991 - July 1993
Baxter Healthcare 1991 - 1993
USAF August 1970 - May 1974
Skills
Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Budgets, Cross-functional Team..., Finance, Forecasting, Management, Risk Management, Valuation, Wealth Management, Mergers & Acquisitions, Managerial Finance, Financial Planning, Strategic Planning, Process Improvement
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
The University of Chicago 1976 — 1979
MBA, Finance
Northern Illinois University 1974 — 1976
BS, Accounting & Finance
University of Wisconsin-Oshkosh 1967 — 1968
Maine West 1963 — 1967
Merrill Lynch July 2005 - Present
Barrington Breakfast Rotary 2010 - 2011
UBS February 2002 - July 2005
Cardinal Healthcare January 1999 - August 2001
Allegiance Healthcare January 1996 - January 1999
Pharmaseal January 1991 - July 1993
Baxter Healthcare 1991 - 1993
USAF August 1970 - May 1974
Skills
Investments, Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Budgets, Cross-functional Team..., Finance, Forecasting, Management, Risk Management, Valuation, Wealth Management, Mergers & Acquisitions, Managerial Finance, Financial Planning, Strategic Planning, Process Improvement
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
The University of Chicago 1976 — 1979
MBA, Finance
Northern Illinois University 1974 — 1976
BS, Accounting & Finance
University of Wisconsin-Oshkosh 1967 — 1968
Maine West 1963 — 1967
Stephan Schulz's Merrill Lynch Experience November 2014 - Present
Job Equity Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Merrill Lynch June 2008 - November 2014
Merrill Lynch January 2007 - July 2008
T. Anthony Bradford June 2006 - January 2007
UBS May 2006 - June 2006
Merrill Lynch July 2005 - September 2005
Deutsche Bank August 2003 - January 2005
Skills
Fixed Income, Accounting, Financial Services, Management, Banking, Auditing, Risk Management, Finance, Financial Analysis, Asset Management, Loans, Financial Modeling, Alternative Investments, Series 7, Securities, Valuation, Investments, Equities, Mutual Funds, Wealth Management, Due Diligence, Uniform Combined State..., Portfolio Management, Asset Allocation, Series 63, Bonds, Series 24, Derivatives, Bloomberg, FINRA, Trading, Investment Banking, Options
Education
Saint Peter's University 2000 — 2001
MBA, International Business, 3.8
Northeastern University 1987 — 1992
Bachelor of Arts (B.A.), History
Merrill Lynch November 2014 - Present
Merrill Lynch June 2008 - November 2014
Merrill Lynch January 2007 - July 2008
T. Anthony Bradford June 2006 - January 2007
UBS May 2006 - June 2006
Merrill Lynch July 2005 - September 2005
Deutsche Bank August 2003 - January 2005
Skills
Fixed Income, Accounting, Financial Services, Management, Banking, Auditing, Risk Management, Finance, Financial Analysis, Asset Management, Loans, Financial Modeling, Alternative Investments, Series 7, Securities, Valuation, Investments, Equities, Mutual Funds, Wealth Management, Due Diligence, Uniform Combined State..., Portfolio Management, Asset Allocation, Series 63, Bonds, Series 24, Derivatives, Bloomberg, FINRA, Trading, Investment Banking, Options
Education
Saint Peter's University 2000 — 2001
MBA, International Business, 3.8
Northeastern University 1987 — 1992
Bachelor of Arts (B.A.), History
Steve DeFrancesco's Merrill Lynch Experience February 2011 - August 2011
Job User Experience Consultant Interaction Design at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Merrill Lynch February 2011 - August 2011
Fidelity Investments September 2001 - February 2011
Fidelity January 2005 - January 2007
Tanning Technology 2000 - 2001
Scudder Investments 1991 - 1995
Skills
Information Architecture, User Experience, Content Strategy, Interaction Design, Usability, Wireframes, Usability Testing, User Experience Design, User Interface Design, User-centered Design, Persona, Information Design, User Research, Usability Engineering, User Scenarios, Experience Design, Web Design, User Interface, Agile Methodologies, Management
Education
Northeastern University
BS, Economics and Finance
TIAA-CREF July 2011 - Present
Merrill Lynch February 2011 - August 2011
Fidelity Investments September 2001 - February 2011
Fidelity January 2005 - January 2007
Tanning Technology 2000 - 2001
Scudder Investments 1991 - 1995
Skills
Information Architecture, User Experience, Content Strategy, Interaction Design, Usability, Wireframes, Usability Testing, User Experience Design, User Interface Design, User-centered Design, Persona, Information Design, User Research, Usability Engineering, User Scenarios, Experience Design, Web Design, User Interface, Agile Methodologies, Management
Education
Northeastern University
BS, Economics and Finance
Kyle Sabdo's Merrill Lynch Experience July 2014 - Present
Job Client Associate Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
JPMorgan Chase August 2011 - December 2013
JPMorgan Chase/Washington Mutual May 2005 - August 2011
United States Marine Corps July 1996 - July 2000
Skills
Credit, Banking, Credit Analysis, Refinance, Residential Mortgages, Underwriting, Consumer Lending, Mortgage Underwriting, Credit Risk, Home Equity Loans, Mortgage Servicing, Home Equity Lines of..., Government Loans, Construction Loans, Loan Servicing, Risk Management, Leadership, Customer Service, Insurance, Analysis
Education
Northern Illinois University 2002 — 2005
Bachelor of Science (BS), Finance
Merrill Lynch July 2014 - Present
JPMorgan Chase August 2011 - December 2013
JPMorgan Chase/Washington Mutual May 2005 - August 2011
United States Marine Corps July 1996 - July 2000
Skills
Credit, Banking, Credit Analysis, Refinance, Residential Mortgages, Underwriting, Consumer Lending, Mortgage Underwriting, Credit Risk, Home Equity Loans, Mortgage Servicing, Home Equity Lines of..., Government Loans, Construction Loans, Loan Servicing, Risk Management, Leadership, Customer Service, Insurance, Analysis
Education
Northern Illinois University 2002 — 2005
Bachelor of Science (BS), Finance
Walter Law's Merrill Lynch Experience August 1996 - September 2003
Job Regional Marketing Consultant FTJ FundChoice
Industry Investment Management
Experience
FTJ FundChoice January 2015 - Present
Schaeffer's Investment Research December 2011 - September 2013
Schaeffer's Investment Research September 2006 - December 2011
Fifth Third Securities September 2003 - September 2006
Merrill Lynch August 1996 - September 2003
Skills
Options, Financial Analysis, Portfolio Management, Equities, Finance, Derivatives, Strategic Planning, Management, Investments, Trading, Mutual Funds, Customer Service, Financial Markets, Asset Management, Asset Managment, Bloomberg, Risk Management, Strategic Financial..., Hedge Funds, Wealth Management, Technical Analysis, Hedging, Securities, Investment Advisory, Investment Strategies
Education
Northern Kentucky University—Salmon P. Chase College of Law 2006 — 2010
J.D., Law
University of Cincinnati College of Business 1992 — 1996
BBA, Finance
FTJ FundChoice January 2015 - Present
Schaeffer's Investment Research December 2011 - September 2013
Schaeffer's Investment Research September 2006 - December 2011
Fifth Third Securities September 2003 - September 2006
Merrill Lynch August 1996 - September 2003
Skills
Options, Financial Analysis, Portfolio Management, Equities, Finance, Derivatives, Strategic Planning, Management, Investments, Trading, Mutual Funds, Customer Service, Financial Markets, Asset Management, Asset Managment, Bloomberg, Risk Management, Strategic Financial..., Hedge Funds, Wealth Management, Technical Analysis, Hedging, Securities, Investment Advisory, Investment Strategies
Education
Northern Kentucky University—Salmon P. Chase College of Law 2006 — 2010
J.D., Law
University of Cincinnati College of Business 1992 — 1996
BBA, Finance
Jay Buchanan's Merrill Lynch Experience 1995 - 1997
Job VP, Credit Officer at PNC Equipment Finance
Industry Banking
Experience
PNC Equipment Finance, LLC (part of PNC Corporate & Institutional Bank) August 2002 - Present
GE Capital, Vendor Financial Services 2000 - 2002
Heller Financial, Global Vendor Finance 2000 - 2002
Merrill Lynch 1995 - 1997
Skills
Vendor Finance, Underwriting, Credit Analysis, Portfolio Management, Structuring, Equipment Finance, Cash Flow, Financial Analysis, Commercial Lending, Credit Risk, Credit, Banking, Risk Management, Risk, Financial Risk, Structured Finance, Corporate Finance, Asset Based Lending, Loans, Commercial Banking, Mergers & Acquisitions, Valuation, Finance, Loan Origination, Investments, Asset Management, Management, Due Diligence, Analysis, Financial Structuring, Capital Markets, Auditing, Mortgage Lending, Financial Modeling, Syndications, Financial Services
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1999
MBA, Financial Management
Northern Illinois University 1987 — 1991
BS, Finance
Andrew HS
PNC Equipment Finance, LLC (part of PNC Corporate & Institutional Bank) August 2002 - Present
GE Capital, Vendor Financial Services 2000 - 2002
Heller Financial, Global Vendor Finance 2000 - 2002
Merrill Lynch 1995 - 1997
Skills
Vendor Finance, Underwriting, Credit Analysis, Portfolio Management, Structuring, Equipment Finance, Cash Flow, Financial Analysis, Commercial Lending, Credit Risk, Credit, Banking, Risk Management, Risk, Financial Risk, Structured Finance, Corporate Finance, Asset Based Lending, Loans, Commercial Banking, Mergers & Acquisitions, Valuation, Finance, Loan Origination, Investments, Asset Management, Management, Due Diligence, Analysis, Financial Structuring, Capital Markets, Auditing, Mortgage Lending, Financial Modeling, Syndications, Financial Services
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1999
MBA, Financial Management
Northern Illinois University 1987 — 1991
BS, Finance
Andrew HS
Bill Lanier's Merrill Lynch Experience March 2006 - Present
Job VP at Merrill Lynch
Industry Banking
Experience
Merrill Lynch March 2006 - Present
Education
Northern Illinois University 1981 — 1983
BS of Science, Data Processing
Merrill Lynch March 2006 - Present
Education
Northern Illinois University 1981 — 1983
BS of Science, Data Processing
Mike Feeney's Merrill Lynch Experience May 2000 - December 2006
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments December 2006 - Present
Merrill Lynch May 2000 - December 2006
Skills
Series 7, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., IRAs, Investment Advisory, 401k Rollovers, 401k, Finance, Financial Advisory, Financial Planning, Fixed Annuities, Investment Strategies, Series 65
Education
Northern Arizona University, College of Business Administration 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Edward Jones Investments December 2006 - Present
Merrill Lynch May 2000 - December 2006
Skills
Series 7, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., IRAs, Investment Advisory, 401k Rollovers, 401k, Finance, Financial Advisory, Financial Planning, Fixed Annuities, Investment Strategies, Series 65
Education
Northern Arizona University, College of Business Administration 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Tina Reitneris's Merrill Lynch Experience Assistant Controller-InternationalTransUnion1998 - 2002
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Assistant Controller-InternationalTransUnion1998 - 2002
Education
Northern Illinois University 1989 — 1993
BA, Accounting
Merrill Lynch Assistant Controller-InternationalTransUnion1998 - 2002
Education
Northern Illinois University 1989 — 1993
BA, Accounting
Michael Schundler's Merrill Lynch Experience 1988 - 1991
Job Independent Medical Practice Professional
Industry Medical Practice
Experience
MIchael Schundler Healthcare Consulting 2006 - Present
Total Sleep 2005 - 2006
Interim HealthCare 2000 - 2004
International Radiology Group 2000 - 2000
Sheridan Healthcorp 1996 - 2000
WellPoint 1986 - 1998
American Health Network 1994 - 1996
Anthem 1992 - 1994
Merrill Lynch 1988 - 1991
Aflac 1984 - 1986
Skills
Business Strategy, Team Building, Management Consulting, Strategic Planning, Healthcare, Entrepreneurship, Healthcare Information..., Mergers & Acquisitions, Medicaid, Healthcare Management, Insurance, Strategic Financial..., Process Improvement
Education
Northern Illinois University 1979 — 1979
Bachelor's degree, Accounting, 3.92
MIchael Schundler Healthcare Consulting 2006 - Present
Total Sleep 2005 - 2006
Interim HealthCare 2000 - 2004
International Radiology Group 2000 - 2000
Sheridan Healthcorp 1996 - 2000
WellPoint 1986 - 1998
American Health Network 1994 - 1996
Anthem 1992 - 1994
Merrill Lynch 1988 - 1991
Aflac 1984 - 1986
Skills
Business Strategy, Team Building, Management Consulting, Strategic Planning, Healthcare, Entrepreneurship, Healthcare Information..., Mergers & Acquisitions, Medicaid, Healthcare Management, Insurance, Strategic Financial..., Process Improvement
Education
Northern Illinois University 1979 — 1979
Bachelor's degree, Accounting, 3.92
Michael Wojkowski's Merrill Lynch Experience June 1999 - November 2003
Job Vice President Senior Credit Products Officer at Banc of America Leasing
Industry Banking
Experience
Banc of America Leasing - Global Vendor Finance May 2009 - Present
LaSalle Bank National Association, N.A., Chicago, Illinois 2007 - 2008
LaSalle Bank April 2006 - July 2007
Merrill Lynch June 1999 - November 2003
Skills
Asset Based Lending, Commercial Lending, Credit Analysis
Education
Northern Illinois University 1992 — 1994
Bachelor of Science, Finance
Banc of America Leasing - Global Vendor Finance May 2009 - Present
LaSalle Bank National Association, N.A., Chicago, Illinois 2007 - 2008
LaSalle Bank April 2006 - July 2007
Merrill Lynch June 1999 - November 2003
Skills
Asset Based Lending, Commercial Lending, Credit Analysis
Education
Northern Illinois University 1992 — 1994
Bachelor of Science, Finance
Rose Ann Nielsen's Merrill Lynch Experience September 1980 - November 1984
Job SVP at Corcoran Group
Industry Real Estate
Experience
The Corcoran Group 1994 - Present
Corcoran 1994 - Present
Merrill Lynch September 1980 - November 1984
Skills
Real Estate, Real Estate Transactions, Sellers, Investment Properties, Condos, Investors, Rentals, Townhomes, Home Staging, Luxury, New Home Sales, Single Family Homes, Mortgage Lending, Relocation, Brokerage, Apartments, Real Estate Development, Leases, Real Estate Economics, Listings, Buyers, First Time Home Buyers, Real Property, Buyer Representation, Real Estate Financing, Residential Homes, 1031 Exchanges, Referrals, Real Estate License, Commercial Real Estate, Short Sales, International Real..., Property, Property Management, Disposition, Income Properties, REO, Foreclosures, Relocation Buyers, Landlords, Selling, Waterfront, Seller Representation, Real Estate Investor, Dispositions, Sales
Education
Northern Illinois University - College of Business 1975 — 1979
Bachelor's degree, Finance
The Corcoran Group 1994 - Present
Corcoran 1994 - Present
Merrill Lynch September 1980 - November 1984
Skills
Real Estate, Real Estate Transactions, Sellers, Investment Properties, Condos, Investors, Rentals, Townhomes, Home Staging, Luxury, New Home Sales, Single Family Homes, Mortgage Lending, Relocation, Brokerage, Apartments, Real Estate Development, Leases, Real Estate Economics, Listings, Buyers, First Time Home Buyers, Real Property, Buyer Representation, Real Estate Financing, Residential Homes, 1031 Exchanges, Referrals, Real Estate License, Commercial Real Estate, Short Sales, International Real..., Property, Property Management, Disposition, Income Properties, REO, Foreclosures, Relocation Buyers, Landlords, Selling, Waterfront, Seller Representation, Real Estate Investor, Dispositions, Sales
Education
Northern Illinois University - College of Business 1975 — 1979
Bachelor's degree, Finance
Raleigh Strobel's Merrill Lynch Experience May 1999 - February 2006
Job Regional Vice President External Wholesaler at Dividend Capital
Industry Financial Services
Experience
Dividend Capital April 2009 - Present
Dividend Capital February 2006 - April 2009
Merrill Lynch May 1999 - February 2006
Skills
Business Planning, Sales, Series 7, Series 63, Management, Mutual Funds, Alternative Investments, Investments, Budgets, Asset Allocation, Strategy, Financial Services
Education
Northern State University 1994 — 1999
Marketing/Management, Double Major: Marketing/Management
Dividend Capital April 2009 - Present
Dividend Capital February 2006 - April 2009
Merrill Lynch May 1999 - February 2006
Skills
Business Planning, Sales, Series 7, Series 63, Management, Mutual Funds, Alternative Investments, Investments, Budgets, Asset Allocation, Strategy, Financial Services
Education
Northern State University 1994 — 1999
Marketing/Management, Double Major: Marketing/Management
Susie Kinczewski (Hennegan)'s Merrill Lynch Experience September 1999 - September 2001
Job Vice President Strategic Planning
Industry Pharmaceuticals
Experience
DMS Pharmaceuitical Group September 2009 - Present
Elgin Community College January 2002 - December 2002
Merrill Lynch September 1999 - September 2001
Merrill Lynch 1987 - 2001
Merrill Lynch June 1996 - September 1999
Merrill Lynch January 1991 - June 1996
Skills
Mergers & Acquisitions, Financial Modeling, Strategy, Business Planning, Strategic Planning, Due Diligence, Market Research, Business Development, Valuation, Business Valuation, Product Development, Marketing, Investments, Marketing Research, Financial Analysis
Education
Northern Illinois University
MBA, Finance
Northern Illinois University
B.S., Finance
DMS Pharmaceuitical Group September 2009 - Present
Elgin Community College January 2002 - December 2002
Merrill Lynch September 1999 - September 2001
Merrill Lynch 1987 - 2001
Merrill Lynch June 1996 - September 1999
Merrill Lynch January 1991 - June 1996
Skills
Mergers & Acquisitions, Financial Modeling, Strategy, Business Planning, Strategic Planning, Due Diligence, Market Research, Business Development, Valuation, Business Valuation, Product Development, Marketing, Investments, Marketing Research, Financial Analysis
Education
Northern Illinois University
MBA, Finance
Northern Illinois University
B.S., Finance
Jack Tierney's Merrill Lynch Experience 1981 - 1984
Job Executive Director, Product Mgmt, Product Development at Invesco Unit Trusts
Industry Investment Management
Experience
Invesco Unit Trusts June 2010 - Present
Van Kampen Investments 1984 - June 2010
Merrill Lynch 1981 - 1984
Skills
Marketing, Product Management, Product Development, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Asset Managment, Wealth Management, Investments, Portfolio Management, Equities, Private Equity, Retirement Planning, Separately Managed..., Alternative Investments, Strategic Financial..., ETFs, Hedge Funds, Series 63, Series 24, Bonds, Unit Investment Trusts, Investment Management, Fixed Income, Asset Management, Series 6, Wealth Management...
Education
Northern Illinois University 1971 — 1978
BS, MS, Marketing Undergrad, Secondary Education MS
Invesco Unit Trusts June 2010 - Present
Van Kampen Investments 1984 - June 2010
Merrill Lynch 1981 - 1984
Skills
Marketing, Product Management, Product Development, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Asset Managment, Wealth Management, Investments, Portfolio Management, Equities, Private Equity, Retirement Planning, Separately Managed..., Alternative Investments, Strategic Financial..., ETFs, Hedge Funds, Series 63, Series 24, Bonds, Unit Investment Trusts, Investment Management, Fixed Income, Asset Management, Series 6, Wealth Management...
Education
Northern Illinois University 1971 — 1978
BS, MS, Marketing Undergrad, Secondary Education MS
Ryan Halvorson, CRPC®'s Merrill Lynch Experience September 2011 - February 2013
Job Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management August 2015 - Present
U.S. Trust August 2013 - July 2015
US Trust February 2013 - August 2013
Merrill Lynch September 2011 - February 2013
Skills
Wealth Management, Wealth Outlook, 401k Rollovers, Small business..., Simplified Employee..., Structured lending, Financial Structuring, Wealth, Pensions, Retirement Planning, Outlook
Education
Northern Arizona University, College of Business Administration 2006 — 2011
B.S.B.A, Finance and Marketing
Temecula Valley High School 2002 — 2006
Bernstein Private Wealth Management August 2015 - Present
U.S. Trust August 2013 - July 2015
US Trust February 2013 - August 2013
Merrill Lynch September 2011 - February 2013
Skills
Wealth Management, Wealth Outlook, 401k Rollovers, Small business..., Simplified Employee..., Structured lending, Financial Structuring, Wealth, Pensions, Retirement Planning, Outlook
Education
Northern Arizona University, College of Business Administration 2006 — 2011
B.S.B.A, Finance and Marketing
Temecula Valley High School 2002 — 2006
william lanier's Merrill Lynch Experience May 2006 - October 2010
Job IT Consultant
Industry Financial Services
Experience
IBM 2013 - Present
FirstSource Consulting LLC October 2010 - Present
Merrill Lynch May 2006 - October 2010
Merrill Lynch 2006 - 2009
Skills
Business Analysis, SDLC, Risk Management, Financial Services, Vendor Management, Portfolio Management, Derivatives, Capital Markets, Banking, Project Management, Project Planning, Project Portfolio..., Team Building, Team Leadership
Education
Northern Illinois University 1981 — 1983
BS Computer Science, Math, Business, Computer Programming
IBM 2013 - Present
FirstSource Consulting LLC October 2010 - Present
Merrill Lynch May 2006 - October 2010
Merrill Lynch 2006 - 2009
Skills
Business Analysis, SDLC, Risk Management, Financial Services, Vendor Management, Portfolio Management, Derivatives, Capital Markets, Banking, Project Management, Project Planning, Project Portfolio..., Team Building, Team Leadership
Education
Northern Illinois University 1981 — 1983
BS Computer Science, Math, Business, Computer Programming
Kenya J. Conley's Merrill Lynch Experience January 2003 - June 2004
Job Executive Assistant at ProAccess, LLC
Industry Insurance
Experience
ProAccess, LLC March 2015 - Present
ProAccess, LLC April 2012 - Present
Trinity Resources Unlimited January 2008 - February 2011
Swett & Crawford, A CGSC Company September 2007 - February 2008
Keller Williams Realty, Inc. April 2006 - February 2007
Brokers' Risk Placement Service, Inc. May 2004 - October 2006
Merrill Lynch January 2003 - June 2004
City Colleges of Chicago November 1997 - May 2003
Skills
General Ledger, Financial Accounting, Account Reconciliation, Accounting, Financial Reporting, Insurance, Microsoft Office, Invoicing, Strategic Planning, Microsoft Word, Public Speaking, Customer Service, Microsoft Excel, Team Building, Event Planning, Outlook, Marketing, Time Management
Education
Kenwood Academy High School 1997 — 1999
St.Gregory High School 1995 — 1997
Northern Illinois University
Bachelor of Business Administration (BBA)
ProAccess, LLC March 2015 - Present
ProAccess, LLC April 2012 - Present
Trinity Resources Unlimited January 2008 - February 2011
Swett & Crawford, A CGSC Company September 2007 - February 2008
Keller Williams Realty, Inc. April 2006 - February 2007
Brokers' Risk Placement Service, Inc. May 2004 - October 2006
Merrill Lynch January 2003 - June 2004
City Colleges of Chicago November 1997 - May 2003
Skills
General Ledger, Financial Accounting, Account Reconciliation, Accounting, Financial Reporting, Insurance, Microsoft Office, Invoicing, Strategic Planning, Microsoft Word, Public Speaking, Customer Service, Microsoft Excel, Team Building, Event Planning, Outlook, Marketing, Time Management
Education
Kenwood Academy High School 1997 — 1999
St.Gregory High School 1995 — 1997
Northern Illinois University
Bachelor of Business Administration (BBA)
Jan Hilliard's Merrill Lynch Experience September 1990 - March 1998
Job Operations Supervisor at Durham School Services
Industry Recreational Facilities and Services
Experience
Durham School Services July 2015 - Present
Durham School Services June 2012 - Present
Durham School Services March 2011 - June 2012
Lake Villa Parks and Recreation April 2004 - April 2009
Merrill Lynch September 1990 - March 1998
Skills
Operations Management, Program Management, Event Management, Supervisory Skills, Training, Customer Service, Transportation..., Team Building, Dispatching
Education
Northwestern University 1988 — 1988
Finance and Financial Management Services
University of Illinois at Chicago 1987 — 1988
Business Administration and Management, General
Northern Illinois University 1985 — 1987
International Finance
Durham School Services July 2015 - Present
Durham School Services June 2012 - Present
Durham School Services March 2011 - June 2012
Lake Villa Parks and Recreation April 2004 - April 2009
Merrill Lynch September 1990 - March 1998
Skills
Operations Management, Program Management, Event Management, Supervisory Skills, Training, Customer Service, Transportation..., Team Building, Dispatching
Education
Northwestern University 1988 — 1988
Finance and Financial Management Services
University of Illinois at Chicago 1987 — 1988
Business Administration and Management, General
Northern Illinois University 1985 — 1987
International Finance
robert scherzer's Merrill Lynch Experience January 1993 - January 2009
Job vice president at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors January 2009 - Present
Merrill Lynch January 1993 - January 2009
Education
Northeastern University 1965 — 1970
b.s., Finance
Wells Fargo Advisors January 2009 - Present
Merrill Lynch January 1993 - January 2009
Education
Northeastern University 1965 — 1970
b.s., Finance
Calvin Capulong's Merrill Lynch Experience June 2008 - August 2008
Job Pharmacy Technician at Omnicare
Industry Financial Services
Experience
Omnicare February 2010 - Present
Merrill Lynch June 2008 - August 2008
Skills
Healthcare, Pharmacy Automation, Medicaid, Customer Service, Pharmacy, Pharmaceutical Industry, HIPAA, Cold Calling, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Data Entry, Data Analysis, Medical Terminology, Leadership
Education
Northern Illinois University 2005 — 2009
Bachelor, Finance
Omnicare February 2010 - Present
Merrill Lynch June 2008 - August 2008
Skills
Healthcare, Pharmacy Automation, Medicaid, Customer Service, Pharmacy, Pharmaceutical Industry, HIPAA, Cold Calling, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Data Entry, Data Analysis, Medical Terminology, Leadership
Education
Northern Illinois University 2005 — 2009
Bachelor, Finance
Sherron D. Ross's Merrill Lynch Experience 2000 - 2003
Job Senior Analyst Officer, Client Service Investment Operations at Northern Trust
Industry Financial Services
Experience
Self-Employed June 2015 - Present
Northern Trust August 2010 - December 2014
TradeStation Securities 2008 - 2009
Citigroup April 2007 - August 2008
Citigroup 2004 - 2007
Merrill Lynch 2000 - 2003
Citigroup 1993 - 2000
Skills
Trading, Microsoft Office, Equities, Fixed Income, Derivatives, Bloomberg, Capital Markets, Middle Office, Securities, Financial Markets, Bonds, Hedge Funds, Investments, Back Office, Technical Analysis, Options, Trading Systems, Financial Services, Electronic Trading, Finance, Risk Management, Commodity, Asset Management, Customer Service
Education
Northern Illinois University 1990 — 1991
Computer Science
Olive-Harvey College 1991 — 1992
Data Processing
Self-Employed June 2015 - Present
Northern Trust August 2010 - December 2014
TradeStation Securities 2008 - 2009
Citigroup April 2007 - August 2008
Citigroup 2004 - 2007
Merrill Lynch 2000 - 2003
Citigroup 1993 - 2000
Skills
Trading, Microsoft Office, Equities, Fixed Income, Derivatives, Bloomberg, Capital Markets, Middle Office, Securities, Financial Markets, Bonds, Hedge Funds, Investments, Back Office, Technical Analysis, Options, Trading Systems, Financial Services, Electronic Trading, Finance, Risk Management, Commodity, Asset Management, Customer Service
Education
Northern Illinois University 1990 — 1991
Computer Science
Olive-Harvey College 1991 — 1992
Data Processing
Trevor Rochat's Merrill Lynch Experience January 2007 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2012 - Present
Mitsubishi UFJ Securities 2012 - 2012
Chapdelaine Credit Partners / Citadel Securities June 2009 - September 2011
SAC Capital January 2008 - July 2008
Merrill Lynch January 2007 - June 2007
UBS Investment Bank January 2006 - June 2006
Skills
Trading, Fixed Income, Credit, Bloomberg, Capital Markets, Series 7, Equities, Hedge Funds
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance, Political Science
Janney Montgomery Scott LLC September 2012 - Present
Mitsubishi UFJ Securities 2012 - 2012
Chapdelaine Credit Partners / Citadel Securities June 2009 - September 2011
SAC Capital January 2008 - July 2008
Merrill Lynch January 2007 - June 2007
UBS Investment Bank January 2006 - June 2006
Skills
Trading, Fixed Income, Credit, Bloomberg, Capital Markets, Series 7, Equities, Hedge Funds
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance, Political Science
Troy Davis's Merrill Lynch Experience June 2008 - August 2008
Job Partner at LTCG
Industry Financial Services
Experience
Barclays Capital 2009 - 2012
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 2008 - June 2008
Morgan Stanley January 2007 - June 2007
Morgan Stanley 2006 - 2007
PricewaterhouseCoopers 2006 - 2006
Skills
Microsoft Office, Equities, Fixed Income, Financial Analysis, Hedge Funds, Corporate Finance, Investments, Mutual Funds, Derivatives, Financial Modeling, Capital Markets, Bloomberg Terminal, Portfolio Management, Bloomberg, Finance, Analysis, Valuation, Trading, Series 7, Investment Banking
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance and Accounting
Centre d’Etudes Franco Americain de Management 2007 — 2007
General Studies
Barclays Capital 2009 - 2012
Merrill Lynch June 2008 - August 2008
Merrill Lynch January 2008 - June 2008
Morgan Stanley January 2007 - June 2007
Morgan Stanley 2006 - 2007
PricewaterhouseCoopers 2006 - 2006
Skills
Microsoft Office, Equities, Fixed Income, Financial Analysis, Hedge Funds, Corporate Finance, Investments, Mutual Funds, Derivatives, Financial Modeling, Capital Markets, Bloomberg Terminal, Portfolio Management, Bloomberg, Finance, Analysis, Valuation, Trading, Series 7, Investment Banking
Education
Northeastern University 2004 — 2009
BS in Business Administration, Finance and Accounting
Centre d’Etudes Franco Americain de Management 2007 — 2007
General Studies
Lisa Colbert's Merrill Lynch Experience September 1999 - August 2006
Job Vice President, Senior Commercial Real Estate Closer
Industry Commercial Real Estate
Experience
Bank of America April 2008 - Present
The Bankers Bank 2006 - 2008
Merrill Lynch September 1999 - August 2006
Skills
Loans, Commercial Lending, Banking, Commercial Banking, Credit, Financial Analysis, Portfolio Management, Mortgage Lending, Credit Analysis, Risk Management, Credit Risk
Education
Roosevelt University 1996 — 1997
Paralegal, General
Northern Illinois University 1994 — 1996
Political Science, International Relations
Bank of America April 2008 - Present
The Bankers Bank 2006 - 2008
Merrill Lynch September 1999 - August 2006
Skills
Loans, Commercial Lending, Banking, Commercial Banking, Credit, Financial Analysis, Portfolio Management, Mortgage Lending, Credit Analysis, Risk Management, Credit Risk
Education
Roosevelt University 1996 — 1997
Paralegal, General
Northern Illinois University 1994 — 1996
Political Science, International Relations
Robert Scherzer's Merrill Lynch Experience 1993 - 2008
Job vice president investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Merrill Lynch 1993 - 2008
Skills
Asset Allocation, Wealth Management, Securities, Investments, Strategic Financial..., Financial Analysis, Insurance, Financial Reporting, Series 7, Series 63, Accounting, Mutual Funds, Real Estate, Business Analysis, Small Business, Strategic Planning, Fixed Income, Alternative Investments, Portfolio Management, Budgets, Estate Planning, Investment Strategies, Retirement Planning, Equities
Education
Northeastern University 1965 — 1970
Bachelor of Science, Finance
Wells Fargo Advisors, LLC 2009 - Present
Merrill Lynch 1993 - 2008
Skills
Asset Allocation, Wealth Management, Securities, Investments, Strategic Financial..., Financial Analysis, Insurance, Financial Reporting, Series 7, Series 63, Accounting, Mutual Funds, Real Estate, Business Analysis, Small Business, Strategic Planning, Fixed Income, Alternative Investments, Portfolio Management, Budgets, Estate Planning, Investment Strategies, Retirement Planning, Equities
Education
Northeastern University 1965 — 1970
Bachelor of Science, Finance
Brian Storn's Merrill Lynch Experience September 2005 - August 2006
Job Account Manager at Emerge IT Solutions, LLC
Industry Information Technology and Services
Experience
Emerge IT Solutions, LLC December 2014 - Present
OSS Products Division January 2010 - December 2014
OSS April 2007 - December 2014
OSS: Optimal Sales Solutions March 2006 - December 2014
ArtWorks June 2014 - September 2014
IPVersant Inc. November 2013 - July 2014
10CoolProducts.com March 2008 - March 2014
IP Versant Inc. 2013 - 2014
ALS January 2010 - January 2013
Merrill Lynch September 2005 - August 2006
Skills
Sales, Selling Skills, Lead Generation, Selling, Management, Start-ups, Recruiting, Marketing Strategy, Account Management, Strategic Planning, Cross-functional Team..., Marketing, Business Development, Strategy, New Business Development, Consulting, Product Development, Telecommunications, Public Relations, Mergers & Acquisitions, Training, Competitive Analysis
Education
Xavier University - School of Business Administration 1997 — 1999
MBA, Finance
Northern Kentucky University 1993 — 1995
B.S., Management
Dixie Heights HS
Emerge IT Solutions, LLC December 2014 - Present
OSS Products Division January 2010 - December 2014
OSS April 2007 - December 2014
OSS: Optimal Sales Solutions March 2006 - December 2014
ArtWorks June 2014 - September 2014
IPVersant Inc. November 2013 - July 2014
10CoolProducts.com March 2008 - March 2014
IP Versant Inc. 2013 - 2014
ALS January 2010 - January 2013
Merrill Lynch September 2005 - August 2006
Skills
Sales, Selling Skills, Lead Generation, Selling, Management, Start-ups, Recruiting, Marketing Strategy, Account Management, Strategic Planning, Cross-functional Team..., Marketing, Business Development, Strategy, New Business Development, Consulting, Product Development, Telecommunications, Public Relations, Mergers & Acquisitions, Training, Competitive Analysis
Education
Xavier University - School of Business Administration 1997 — 1999
MBA, Finance
Northern Kentucky University 1993 — 1995
B.S., Management
Dixie Heights HS
Jeffrey Carl's Merrill Lynch Experience August 2011 - December 2013
Job ED&F Man Capital Markets Inc.
Industry Financial Services
Experience
ED&F Man Capital Markets Inc. February 2015 - Present
Northern Trust Corporation December 2013 - October 2014
Merrill Lynch August 2011 - December 2013
MF Global August 2004 - July 2011
Skills
Derivatives, Options, Equities, Operational Risk..., Hedge Funds, Fixed Income, Securities, Trading Systems, Electronic Trading, FX Options, Commodity, Risk Management, FINRA, Financial Services, Asset Management, Equity Derivatives, Back Office, Prime Brokerage, Settlement, Wealth Management, Foreign Exchange, Cash Management
Education
Northern Illinois University 1989 — 1993
ED&F Man Capital Markets Inc. February 2015 - Present
Northern Trust Corporation December 2013 - October 2014
Merrill Lynch August 2011 - December 2013
MF Global August 2004 - July 2011
Skills
Derivatives, Options, Equities, Operational Risk..., Hedge Funds, Fixed Income, Securities, Trading Systems, Electronic Trading, FX Options, Commodity, Risk Management, FINRA, Financial Services, Asset Management, Equity Derivatives, Back Office, Prime Brokerage, Settlement, Wealth Management, Foreign Exchange, Cash Management
Education
Northern Illinois University 1989 — 1993
John Niemann's Merrill Lynch Experience January 2002 - December 2004
Job Floor Broker at Trading Block
Industry Financial Services
Experience
Trading Block January 2005 - January 2013
Merrill Lynch January 2002 - December 2004
ABN AMRO January 1996 - January 2002
The Chicago Corp September 1981 - January 1996
Skills
Trading Systems, Capital Markets, Electronic Trading, Derivatives, Options, Trading, Securities, Equities, Proprietary Trading, Financial Markets, Bloomberg, Hedge Funds, Equity Derivatives, Market Making, Trading Strategies, Equity Trading
Education
Northern Illinois University
Trading Block January 2005 - January 2013
Merrill Lynch January 2002 - December 2004
ABN AMRO January 1996 - January 2002
The Chicago Corp September 1981 - January 1996
Skills
Trading Systems, Capital Markets, Electronic Trading, Derivatives, Options, Trading, Securities, Equities, Proprietary Trading, Financial Markets, Bloomberg, Hedge Funds, Equity Derivatives, Market Making, Trading Strategies, Equity Trading
Education
Northern Illinois University
Chris Pertile's Merrill Lynch Experience May 2008 - May 2009
Job Senior Consultant at HealthScape Advisors LLC
Industry Management Consulting
Experience
HealthScape Advisors LLC October 2009 - Present
Merrill Lynch May 2008 - May 2009
National Securities May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Management Consulting, Valuation, Due Diligence, Corporate Finance, Mergers, Corporate Development, Strategy, Data Analysis, Financial Reporting, Strategic Consulting, Business Strategy, Accounting, Strategic Planning
Education
Northern Illinois University 2005 — 2009
Bachelor of Science (BS), Finance, General
Northern Illinois University - College of Business 2005 — 2009
Finance
HealthScape Advisors LLC October 2009 - Present
Merrill Lynch May 2008 - May 2009
National Securities May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Management Consulting, Valuation, Due Diligence, Corporate Finance, Mergers, Corporate Development, Strategy, Data Analysis, Financial Reporting, Strategic Consulting, Business Strategy, Accounting, Strategic Planning
Education
Northern Illinois University 2005 — 2009
Bachelor of Science (BS), Finance, General
Northern Illinois University - College of Business 2005 — 2009
Finance
Jamie Vernhes's Merrill Lynch Experience 2008 - 2011
Job Director, Marketing and Sales at Entertainment Partners
Industry Marketing and Advertising
Experience
Entertainment Partners June 2014 - Present
Kiosked 2013 - 2014
KGTV Channel 10 2012 - 2013
Merrill Lynch 2008 - 2011
Cox Media 2000 - 2008
New Times 1998 - 2000
Skills
Advertising, Media Planning, Integrated Marketing, Online Advertising, Social Media Marketing, Media Buying, Marketing Communications, Digital Media, Advertising Sales, Digital Strategy, SEM, Mobile Marketing, Digital Marketing, Video, Online Marketing, Email Marketing, Strategic Partnerships
Education
Northern Arizona University
Bachelor of Arts (BA)
Université Paul Valéry (Montpellier III)
Entertainment Partners June 2014 - Present
Kiosked 2013 - 2014
KGTV Channel 10 2012 - 2013
Merrill Lynch 2008 - 2011
Cox Media 2000 - 2008
New Times 1998 - 2000
Skills
Advertising, Media Planning, Integrated Marketing, Online Advertising, Social Media Marketing, Media Buying, Marketing Communications, Digital Media, Advertising Sales, Digital Strategy, SEM, Mobile Marketing, Digital Marketing, Video, Online Marketing, Email Marketing, Strategic Partnerships
Education
Northern Arizona University
Bachelor of Arts (BA)
Université Paul Valéry (Montpellier III)
Calo Bucaro's Merrill Lynch Experience June 1997 - April 2002
Job Retail Lending Head of Compliance and Operational Risk at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank October 2014 - Present
HSBC July 2012 - Present
HSBC July 2009 - July 2012
HSBC April 2001 - July 2009
Merrill Lynch June 1997 - April 2002
Office of the Comptroller of the Currency June 1993 - May 1997
Education
Northern Illinois University 1988 — 1993
Bachelor's Degree, Finance, General
BMO Harris Bank October 2014 - Present
HSBC July 2012 - Present
HSBC July 2009 - July 2012
HSBC April 2001 - July 2009
Merrill Lynch June 1997 - April 2002
Office of the Comptroller of the Currency June 1993 - May 1997
Education
Northern Illinois University 1988 — 1993
Bachelor's Degree, Finance, General
Carol Rodgers-Rivir, CFP®'s Merrill Lynch Experience March 2000 - June 2003
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
Huff Realty October 2005 - Present
VALIC December 2005 - October 2012
J.P. Morgan June 2003 - August 2005
Merrill Lynch March 2000 - June 2003
Skills
Financial Analysis, Real Estate, Series 63, Mutual Funds, Investment Advisory, IRAs, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Advisory, Series 6, Retirement Planning
Education
Thomas More College 1998 — 2000
Masters, Business Administration
Northern Kentucky University 1989 — 1994
BS, Marketing
AXA Advisors November 2012 - Present
Huff Realty October 2005 - Present
VALIC December 2005 - October 2012
J.P. Morgan June 2003 - August 2005
Merrill Lynch March 2000 - June 2003
Skills
Financial Analysis, Real Estate, Series 63, Mutual Funds, Investment Advisory, IRAs, Asset Allocation, Strategic Financial..., Investment Strategies, Financial Advisory, Series 6, Retirement Planning
Education
Thomas More College 1998 — 2000
Masters, Business Administration
Northern Kentucky University 1989 — 1994
BS, Marketing
Aurelia (Ree) Boyle's Merrill Lynch Experience June 1967 - January 1971
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Grove Products 1998 - 2001
Sun-Times Cary-Grove Countryside Newspaper 1993 - 1998
Teledyne Big Beam September 1974 - September 1976
Triple A Specialty Company 1971 - 1973
Merrill Lynch June 1967 - January 1971
Education
Northern Illinois University
Grove Products 1998 - 2001
Sun-Times Cary-Grove Countryside Newspaper 1993 - 1998
Teledyne Big Beam September 1974 - September 1976
Triple A Specialty Company 1971 - 1973
Merrill Lynch June 1967 - January 1971
Education
Northern Illinois University
Tristan Bultman's Merrill Lynch Experience August 2003 - May 2004
Job Director, Estate of Fritz Bultman
Industry Fine Art
Experience
The Estate of Fritz Bultman August 2010 - Present
Edelman Arts April 2013 - April 2015
TWELV Magazine December 2011 - July 2013
New Orleans Musicians' Clinic - Foundation Office June 2002 - June 2012
St. James Episcopal January 2007 - June 2011
UBS Financial Services Inc. - Private Wealth Management April 2010 - August 2010
Family Office February 2009 - April 2010
Morgan Stanley Smith Barney - Global Wealth Management June 2006 - February 2009
Merrill Lynch August 2003 - May 2004
Skills
Bloomberg, Investments, Mutual Funds, Equities, Financial Modeling, Series 7, Capital Markets, Alternative Investments, Wealth Management, Hedge Funds, Asset Management, Portfolio Management, Valuation, Fixed Income, Private Equity
Education
Northeastern University 2002 — 2005
Bachelor of Science, International Business and Finance 2005
d'Overbroeck's College 1999 — 2000
A Levels, European History, Business Studies, Theatre Studies
The Estate of Fritz Bultman August 2010 - Present
Edelman Arts April 2013 - April 2015
TWELV Magazine December 2011 - July 2013
New Orleans Musicians' Clinic - Foundation Office June 2002 - June 2012
St. James Episcopal January 2007 - June 2011
UBS Financial Services Inc. - Private Wealth Management April 2010 - August 2010
Family Office February 2009 - April 2010
Morgan Stanley Smith Barney - Global Wealth Management June 2006 - February 2009
Merrill Lynch August 2003 - May 2004
Skills
Bloomberg, Investments, Mutual Funds, Equities, Financial Modeling, Series 7, Capital Markets, Alternative Investments, Wealth Management, Hedge Funds, Asset Management, Portfolio Management, Valuation, Fixed Income, Private Equity
Education
Northeastern University 2002 — 2005
Bachelor of Science, International Business and Finance 2005
d'Overbroeck's College 1999 — 2000
A Levels, European History, Business Studies, Theatre Studies
Robert V. Urias's Merrill Lynch Experience 1997 - 1999
Job Finance | Cash Management | Contracts | rvu101@gmail.com
Industry Hospital & Health Care
Experience
Sisters of Charity of Leavenworth Health System February 2012 - Present
RVU Consulting 2010 - 2012
TIAA-CREF February 2007 - March 2010
AFFORDABLE EXCELLENCE 2006 - 2007
Arizona Department of Health Services 2005 - 2006
Janus Capital Group 1999 - 2002
Merrill Lynch 1997 - 1999
Resources and Trust Company Ltd. 1990 - 1991
OppenheimerFunds 1985 - 1989
Skills
Budget Management, Budget Oversight, Contract Management, Excel, Word, PowerPoint, Budgeting, Business Analysis, Business Management, Business Strategy, Budget Tracking, Budget Preparation, Purchasing, Problem Solving, Contract Negotiation, Budgets, Microsoft Excel, Microsoft Word, Management
Education
University of Colorado School of Law 1990 — 1993
Doctor of Law (J.D.)
Northern Arizona University, College of Business Administration 1983 — 1985
Master of Business Administration (MBA)
Northern Arizona University 1983 — 1985
B.S., Major: Recreation Resource Management; Minor: Police Science
FHS
Diploma
Sisters of Charity of Leavenworth Health System February 2012 - Present
RVU Consulting 2010 - 2012
TIAA-CREF February 2007 - March 2010
AFFORDABLE EXCELLENCE 2006 - 2007
Arizona Department of Health Services 2005 - 2006
Janus Capital Group 1999 - 2002
Merrill Lynch 1997 - 1999
Resources and Trust Company Ltd. 1990 - 1991
OppenheimerFunds 1985 - 1989
Skills
Budget Management, Budget Oversight, Contract Management, Excel, Word, PowerPoint, Budgeting, Business Analysis, Business Management, Business Strategy, Budget Tracking, Budget Preparation, Purchasing, Problem Solving, Contract Negotiation, Budgets, Microsoft Excel, Microsoft Word, Management
Education
University of Colorado School of Law 1990 — 1993
Doctor of Law (J.D.)
Northern Arizona University, College of Business Administration 1983 — 1985
Master of Business Administration (MBA)
Northern Arizona University 1983 — 1985
B.S., Major: Recreation Resource Management; Minor: Police Science
FHS
Diploma
Joshua Kammerer's Merrill Lynch Experience October 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Edward Jones July 2006 - September 2010
Planco Financial Services July 2003 - July 2006
Skills
Series 7, Series 66, Series 6, Series 63
Education
Northern Arizona University 1999 — 2002
BSBA, Finance, Economics
Merrill Lynch October 2010 - Present
Edward Jones July 2006 - September 2010
Planco Financial Services July 2003 - July 2006
Skills
Series 7, Series 66, Series 6, Series 63
Education
Northern Arizona University 1999 — 2002
BSBA, Finance, Economics
Dina Mak's Merrill Lynch Experience May 2000 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
Expiration Systems 2010 - Present
Merrill Lynch May 2000 - October 2010
Merrill Lynch November 1996 - May 2000
Skills
Series 3, Electronic Trading, Futures
Education
Northern Illinois University 1992 — 1996
Bachelor of Science, Finance
Expiration Systems 2010 - Present
Merrill Lynch May 2000 - October 2010
Merrill Lynch November 1996 - May 2000
Skills
Series 3, Electronic Trading, Futures
Education
Northern Illinois University 1992 — 1996
Bachelor of Science, Finance
Jamie Cupp's Merrill Lynch Experience September 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Education
Northern Kentucky University
Bachelor of Applied Science (B.A.Sc.), Sociology
Merrill Lynch September 2014 - Present
Education
Northern Kentucky University
Bachelor of Applied Science (B.A.Sc.), Sociology
Dave Friedrich's Merrill Lynch Experience 2004 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Commercial Real Estate September 2009 - Present
Bank of America/ Merrill Lynch & Co February 2004 - July 2012
Merrill Lynch 2004 - 2012
Merrill Lynch March 2006 - September 2009
Merrill Lynch February 2004 - March 2006
TTI International Inc January 2002 - January 2003
AVP January 2001 - January 2002
GE Capital/Heller Financial Inc January 1990 - January 2002
Heller Financial January 1998 - January 2000
AVP January 1995 - January 1997
Skills
C.P.A, Financial Reporting, Forecasting, Finance, Banking, Credit, Budgets, Corporate Finance, Portfolio Management, Account Reconciliation, Cash Management, Cash Flow, Loans, Valuation, Analysis, General Ledger, Insurance, Accounting, Commercial Lending, Financial Modeling
Education
Northern Illinois University 1985 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
Northern Illinois University 1985 — 1990
Bachelor of Science, Accounting
Commercial Real Estate September 2009 - Present
Bank of America/ Merrill Lynch & Co February 2004 - July 2012
Merrill Lynch 2004 - 2012
Merrill Lynch March 2006 - September 2009
Merrill Lynch February 2004 - March 2006
TTI International Inc January 2002 - January 2003
AVP January 2001 - January 2002
GE Capital/Heller Financial Inc January 1990 - January 2002
Heller Financial January 1998 - January 2000
AVP January 1995 - January 1997
Skills
C.P.A, Financial Reporting, Forecasting, Finance, Banking, Credit, Budgets, Corporate Finance, Portfolio Management, Account Reconciliation, Cash Management, Cash Flow, Loans, Valuation, Analysis, General Ledger, Insurance, Accounting, Commercial Lending, Financial Modeling
Education
Northern Illinois University 1985 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
Northern Illinois University 1985 — 1990
Bachelor of Science, Accounting
Sabrina Ayala's Merrill Lynch Experience 2002 - 2004
Job CFO at Green Dot Public Schools
Industry Education Management
Experience
Green Dot Public Schools September 2006 - Present
Low Income Investment Fund 2005 - 2006
Merrill Lynch 2002 - 2004
Skills
Financial Modeling, Financial Reporting, Strategic Planning, Nonprofits, Budgets, Mergers & Acquisitions, Due Diligence, Strategy, Fundraising, Business Strategy, Accounting, Leadership, Public Speaking, Management Consulting
Education
Northwestern University - Kellogg School of Management 2000 — 2004
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance
Northern Illinois University 1989 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Green Dot Public Schools September 2006 - Present
Low Income Investment Fund 2005 - 2006
Merrill Lynch 2002 - 2004
Skills
Financial Modeling, Financial Reporting, Strategic Planning, Nonprofits, Budgets, Mergers & Acquisitions, Due Diligence, Strategy, Fundraising, Business Strategy, Accounting, Leadership, Public Speaking, Management Consulting
Education
Northwestern University - Kellogg School of Management 2000 — 2004
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, Finance
Northern Illinois University 1989 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Steve Tortora's Merrill Lynch Experience November 1999 - Present
Job Vice President Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1999 - Present
Skills
Investments, Series 7, Wealth Management, Financial Planning, Retirement Planning, Asset Allocation, Financial Services, Securities, Series 63, Mutual Funds, Portfolio Management
Education
Northeastern University 1993 — 1998
Bachelor's degree, Business Administration and Management, General
Merrill Lynch November 1999 - Present
Skills
Investments, Series 7, Wealth Management, Financial Planning, Retirement Planning, Asset Allocation, Financial Services, Securities, Series 63, Mutual Funds, Portfolio Management
Education
Northeastern University 1993 — 1998
Bachelor's degree, Business Administration and Management, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank