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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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Gusto (formerly ZenPayroll) September 2015 - Present
Aon Hewitt July 2013 - September 2015
Boomerang Gifts June 2012 - August 2012
Merrill Lynch March 2012 - June 2012
Deerfield Park District June 2007 - August 2011
Skills
Economics, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Spanish, Data Analysis, Client Relations, Problem Solving, Project Management, Business Operations, QuickBooks, CSPro, Stata, Market Research
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Economics, Business Institutions Minor
Deerfield High School 2005 — 2009
UBS Global Asset Management June 2013 - August 2013
Merrill Lynch June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research
Education
Northwestern University 2010 — 2014
Bachelor of Arts, Economics
Syracuse University in Florence 2014 — 2014
Study Abroad
IBM January 2015 - Present
Northwestern University Information Technologies December 2011 - Present
PAGE VAULT June 2014 - September 2014
Merrill Lynch January 2014 - March 2014
Spot Trading LLC June 2013 - September 2013
Skills
Social Media, Event Planning, Blogging, Editing, Journalism, Facebook, Social Networking, Social Media Marketing, WordPress, Fundraising
Education
Northwestern University 2011 — 2015
Bachelor of Science (B.S.), Economics
Merrill Lynch June 2014 - Present
Pebble Creek Partners 2013 - Present
DRW Trading Group August 2009 - January 2013
Cognizant Technology Solutions August 2006 - March 2009
Emercent Solutions 2005 - 2006
Skills
Product Management, Building Relationships, Software Project..., Business Analysis, Project Management, Management, Entrepreneurship, Consulting, Competitive Analysis, Financial Modeling, Management Consulting
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Strategic Management, Entrepreneurship
Northwestern University 2001 — 2005
BA, Economics, Psychology
Code Academy
Ruby on Rails, Computer Programming
Capital One July 2015 - Present
Northwestern University Dance Marathon April 2014 - April 2015
Merrill Lynch September 2014 - February 2015
Neuberger Berman June 2014 - September 2014
DiMeo Schneider & Associates April 2014 - June 2014
Northwestern University October 2011 - March 2014
herematch June 2013 - August 2013
University of Illinois Chicago Labs June 2009 - August 2010
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, English, Financial Analysis, Public Speaking, Social Media, Teamwork
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics, Business Institutions
Deloitte August 2015 - Present
Deloitte September 2013 - August 2015
Navigant June 2012 - August 2012
Merrill Lynch March 2012 - June 2012
Skills
Excel, Microsoft SQL Server, PowerPoint, Relativity, Microsoft Office, Word, Microsoft Excel, Microsoft Word, Spanish, Financial Analysis, Analysis, Economics
Education
Northwestern University 2009 — 2013
B.A., Economics, Spanish
Menlo School 2005 — 2009
High School Diploma
Donna Berg 1987 - 2014
Merrill Lynch February 1980 - March 1986
Skills
Sellers, Real Estate, First Time Home Buyers, Investment Properties, Buyer Representation, Relocation, Single Family Homes, Condos, Listings, New Home Sales, Real Estate Development, Leases, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Contract Negotiation, Marketing, Real Property, Referrals, Townhomes, Luxury, Brokerage, Residential Homes, Buyers
Education
Northwestern University
Deloitte Turkey June 2015 - August 2015
Sente Advisory Services June 2014 - September 2014
Servisimo July 2014 - August 2014
Merrill Lynch July 2012 - August 2012
Deutsche Bank July 2011 - August 2011
Skills
Mergers & Acquisitions, Consulting, Corporate Finance, Data Analysis, Management, Research, Strategy, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Social Media, Teamwork
Education
Northwestern University 2013 — 2017
Uskudar American Academy 2008 — 2013
Robert W. Baird & Co. July 2014 - Present
Northern Trust December 2012 - July 2014
Northern Trust September 2011 - December 2012
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Quantitative Finance, Financial Analysis, Corporate Finance, Financial Accounting, Data Analysis, Strategic Financial..., Bloomberg, Investments, Finance
Education
Northwestern University 2007 — 2011
BA
Merrill Lynch August 2012 - Present
Skills
PowerPoint, Microsoft Excel, Public Speaking, Spanish, Social Media, Time Management, Microsoft Word, Microsoft Office, German, Chinese, Strategic Financial..., Team Leadership, French, Financial Analysis, Financial Modeling, Investment Advisory
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Clarkston High School 2004 — 2008
McKinsey & Company June 2015 - August 2015
Ciuci Consulting April 2014 - June 2014
Goldman Sachs January 2013 - April 2014
Goldman Sachs March 2009 - December 2012
Goldman Sachs June 2008 - August 2008
Merrill Lynch June 2005 - August 2005
Skills
Teamwork, Critical Thinking, Multi Tasking, Learning Quickly, Analytical Skills, Leadership, Process Improvement, Strategic Planning, Risk Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2014 — 2016
Master of Science (M.Sc.), Design Innovation
The University of Texas at Austin 2006 — 2008
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
University of Houston 2005 — 2006
Marketing
Chicago Center for Body Movement July 2015 - Present
SharpSpring April 2015 - July 2015
Merrill Lynch January 2014 - February 2015
Chicago Northshore Kinetics June 2008 - January 2014
Lifecrowd March 2013 - July 2013
Burns Entertainment & Sports Marketing September 2010 - January 2011
Northwestern University June 2009 - November 2010
Indianapolis Tennis Championships July 2004 - July 2009
Margie Korshak, Inc March 2008 - May 2008
Cary Physical Therapy and Sports Rehabilitation January 2006 - March 2008
Skills
Sports, Microsoft Office, Client Relations Skills, Social Media, PowerPoint, CRM, Event Management, Research, Sports Marketing, Public Relations, Blogging, Marketing, Entrepreneurship, Leadership, Marketing Strategy, Business Development
Education
Northwestern University 2007 — 2010
BSGS, Organization Behavior and Business, Overall GPA 3.7/4.0
Mohr Partners December 2008 - Present
Capital 22 September 2008 - December 2008
Merrill Lynch December 2007 - June 2008
Skills
NPV Anaylsis, ENR Anaylsis, Cash Flow Forecasting, Business Development, Financial Analysis, Market Analysis, Lease Negotiations, Strategic Planning, Real Estate, Investments, Financial Modeling, Portfolio Management, Budgets, Real Estate Development, Leases, Disposition, Brokerage, Negotiation, Strategy, Commercial Real Estate, Location Intelligence, Management, Market Research, Real Estate Economics, Acquisitions, Corporate Real Estate, Real Estate Transactions, Finance, Valuation, Analysis, Property
Education
Northwestern University 2003 — 2007
Bachelor of Science, Communication Studies, Economics
Libertyville High School 1999 — 2003
Pomelo Fashion August 2013 - July 2014
Citrus Lane June 2013 - August 2013
True&Co January 2013 - June 2013
Warburg Pincus August 2010 - July 2012
Morgan Stanley July 2008 - July 2010
U.S. Department of State August 2007 - July 2008
Merrill Lynch June 2006 - August 2006
Goldman Sachs June 2005 - August 2005
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Corporate Finance, Investments, Due Diligence, Emerging Markets, Private Equity, Financial Analysis, Business Analytics, Customer Acquisition, Marketing, Entrepreneurship, Start-ups, E-commerce, Strategy, Digital Marketing, Digital Strategy, Merchandising, Product Management
Education
Stanford Graduate School of Business
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE)
Northwestern University
B.A., Mathematical Methods in the Social Sciences (MMSS), Economics, German
Twitter February 2013 - Present
Bluefin Labs December 2012 - February 2013
Phonevalley August 2011 - November 2012
Merrill Lynch January 2011 - March 2011
Ennis Inc June 2010 - September 2010
Zinbarg Lab for Anxiety Disorders March 2009 - December 2009
Skills
Mobile Marketing, Social Media Marketing, Social Media, Analytics, Account Management, Microsoft Excel, PowerPoint, Research, Data Analysis, Keynote, Mobile Strategic..., Microsoft Project, Tactical Planning, Copy Editing, Mobile Applications, Microsoft Office, Digital Marketing, Digital Media, Market Research, Marketing, Digital Strategy, Strategy
Education
Northwestern University 2007 — 2011
B.A., Magna Cum Laude, Psychology, Business Institutions
Buckingham Browne & Nichols 2003 — 2007
Wildcat Welcome November 2012 - Present
Beta Chapter of Alpha Phi March 2012 - Present
Northwestern University September 2010 - Present
Goldman Sachs 2013 - 2013
Merrill Lynch September 2012 - December 2012
Cafe Calamari May 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Economics, Training, Data Analysis
Education
Northwestern University 2010 — 2014
Bachelor's degree, Economics
LONDON SCHOOL OF ECONOMICS 2012 — 2012
Thomas S. Wootton HS 2006 — 2010
Coretrust Capital Partners LLC April 2014 - Present
Bank of America May 2012 - April 2014
Green Dot Public Schools August 2009 - May 2012
Broad Residency 2011 - 2012
Teach for America August 2005 - June 2007
Northern Trust 2003 - 2005
Goldman Sachs June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Modeling, Data Analysis, Strategic Planning, Strategy, Public Speaking, Research, Fundraising, Business Strategy, Competitive Analysis, Market Research, Project Management, Social Media, Leadership, Social Networking, Program Management, Management, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
MBA, Finance and Real Estate
Beverly Hills High School
Beverly Hills High School
Northwestern University
Bachelor of Arts (B.A.)
Equate Analytics May 2015 - Present
PwC November 2010 - April 2015
Diamond Management & Technology Consultants 2010 - 2010
Kellogg School of Management 2006 - 2010
Merrill Lynch 2009 - 2009
Skills
Management Consulting, Strategy, Business Strategy, Financial Modeling, Research, Change Management, Data Analysis, Organizational Design, Project Management, Business Process..., Program Management, Consulting, Analytics, PowerPoint
Education
Northwestern University 2006 — 2010
Bachelor of Science (B.S.), Economics; Learning and Organizational Change
Northwestern University
Merrill Lynch June 2011 - Present
Merrill Lynch July 2008 - June 2011
HARMAN/BECKER AUTOMOTIVE SYSTEMS June 2003 - April 2006
Skills
Financial Modeling, Investment Banking, Equities, Valuation, Corporate Finance, Investments, Private Equity, Securities, Trading, Bonds, Credit, Analysis, Asset Allocation, Financial Risk, Capital Markets, Loans, Fixed Income, Bloomberg, Equity Research, Portfolio Management, Structured Finance, Hedge Funds, Mutual Funds, Municipal Bonds, Derivatives, Interest Rate..., Credit Analysis, ABS, Structured Products, High Yield, Hedging, Risk Management
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Full-Time MBA, Finance
University of Florida 2001 — 2003
Master, Operations Research
Northwest University 1994 — 2000
Master and Bachelor, Physics
Putnam Investments April 2011 - Present
SunAmerica Retirement Markets 2010 - 2011
Genworth Financial 2007 - 2010
Merrill Lynch May 2004 - December 2007
Skills
Financial Advisory, Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Investment Advisory, Fixed Income, Series 7, Separately Managed..., Strategic Financial..., Investment Strategies, Equities, Series 65, Series 63, Series 6, Retirement, Portfolio Management, FINRA, ETFs, Investment Management, Public Speaking, Territory Management, Sales Growth, Presenter, Portfolio Optimization, Communication Skills, Business Development, Consultative Sales..., Financial Markets, Sales Presentations
Education
University of Michigan 2002 — 2004
Bachelor of Arts (BA), Economics
Northwestern University 1987 — 1989
Music/Economics
Lahser High School
Merrill Lynch May 2011 - Present
Greater Saint Louis Community Foundation November 2001 - May 2011
Education
Northwestern University - Kellogg School of Management 1990 — 2005
MBA, Management Strategy
Northwestern University 1978 — 1982
BA, Philosophy
US Army November 2012 - Present
Blue Canyon Partners July 2012 - November 2012
RBS Asset Finance June 2011 - August 2011
Merrill Lynch June 2009 - August 2009
Skills
Leadership, Strategic Planning, Government, Management, Program Management
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Classics and Economics
Wells Fargo Advisors October 2014 - Present
Merrill Lynch 2012 - 2014
ICON Health Solutions 2011 - 2012
Sales and Consulting 2009 - 2012
Professional Golf 1998 - 2009
Skills
Business Development, Product Launch, Business and Strategic..., Developing Relationships, Marketing Strategies, Key Account Development, Customer Needs..., Distributor Management, Customer Service, Financial Reporting, Market Analysis, Team Leadership, Employee Development
Education
Northwestern University 1994 — 1998
Bachelor of Applied Science (BASc), Learning and Organizational Change
Mathnasium - The Math Learning Center February 2015 - Present
Goldman Sachs June 2015 - August 2015
Automatic Data Processing Insurance Agency, Inc. June 2014 - August 2014
Merrill Lynch March 2014 - June 2014
ShankerValleau February 2013 - June 2014
Skills
PowerPoint, Microsoft Excel, Social Networking, Piano Playing, Research, Microsoft Office, HTML, Economics, Accounting, Event Planning, Python, C++, Social Media, Editing, Customer Service, Microsoft Word, Stata, Public Speaking, Data Analysis, Teamwork, Leadership, Management, Analysis
Education
Northwestern University 2012 — 2016
Bachelor's Degree, Economics
Mercer Island High School 2008 — 2012
Robert Fulton Middle School August 2012 - Present
Spot Trading LLC June 2011 - August 2011
Merrill Lynch January 2011 - March 2011
GB Capital LLC June 2010 - August 2010
Skills
Microsoft Office
Education
Northwestern University 2008 — 2012
Economics
Apple September 2014 - Present
Northwestern University 2010 - March 2014
Apple June 2013 - September 2013
Merrill Lynch January 2013 - June 2013
Dairy Queen 2008 - September 2012
Super CDA Cheer and Dance Academy 2011 - 2012
Education
Northwestern University 2010 — 2014
London School of Economics and Political Science 2012 — 2012
Summer Programme, Accounting and Finance
Glenbard West High School 2006 — 2010
High School Diploma
GI Partners July 2014 - Present
Jefferies LLC July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Merrill Lynch September 2010 - November 2010
Madison Parker Capital June 2010 - August 2010
Mzinga June 2009 - September 2009
Skills
Bloomberg, Financial Modeling, Mergers, Investment Banking, Valuation, Capital IQ, Capital Markets, Microsoft Excel, PowerPoint, Due Diligence, Mergers & Acquisitions, Equities
Education
Northwestern University 2008 — 2012
BS, Economics, Journalism
UBS Investment Bank July 2011 - Present
Campus Solutions Storage & Shipping, Inc. January 2008 - December 2011
UBS Global Asset Management June 2010 - May 2011
Merrill Lynch September 2009 - November 2009
Blue Canyon Partners June 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Economics, Bloomberg, Mandarin, Series 79
Education
Northwestern University 2007 — 2011
Bachelors of Arts, Economics, Math
Hillstone Restaurant Group August 2015 - Present
Visa August 2013 - August 2015
Spoon University January 2012 - January 2013
Discover Financial Services June 2012 - September 2012
Merrill Lynch July 2011 - August 2011
The Family Institute October 2009 - July 2011
North by Northwestern January 2010 - January 2011
Cacao Restaurant 2008 October 2008 - March 2009
Skills
Spanish, Business Strategy, Marketing Communications, Writing, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Marketing, Research, Microsoft Word, Data Analysis, Marketing Strategy, Public Speaking, Social Media Marketing
Education
Northwestern University 2009 — 2013
BA Communication Studies, BA Psychology, Certificate Integrated Marketing Communications, Communications, Psychology, Marketing, 3.7 GPA
San Francisco Cooking School 2015 — 2015
Culinary Arts Certificate, Culinary Arts/Chef Training
Carrollton School of The Sacred Heart 2006 — 2009
International Baccalaureate (IB), 4.0 GPA
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch December 2005 - November 2008
Education
Northwestern University 2001 — 2005
BS, Journalism
NYU Stern School of Business July 2015 - Present
J.P. Morgan July 2014 - May 2015
J.P. Morgan October 2012 - July 2014
J.P. Morgan July 2011 - October 2012
J.P. Morgan June 2010 - August 2010
Merrill Lynch March 2010 - June 2010
Skills
Excel, PowerPoint, Bloomberg, Series 7, Series 63, Wealth Management, Business Strategy, Retirement
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Northwestern University 2007 — 2011
B.A, History, Psychology
UBS Financial Services Inc July 2010 - Present
UBS Wealth Management 2010 - Present
Merrill Lynch June 1993 - June 2010
Skills
Risk Management, Capital Markets, Investment Banking, Financial Modeling, Derivatives, Trading, Corporate Finance, Private Equity, Business Strategy, Financial Analysis, Financial Reporting, Bloomberg, Financial Services, Banking, Valuation
Education
Northland College 1987 — 1991
Bachelor of Science (B.S.), Economic Policy
Hy-Tech Landscape & Irrigation January 2015 - Present
Ocean Club Destin September 2014 - January 2015
Rocky Bayou Country Club February 2014 - January 2015
Tuscawilla Country Club January 2013 - September 2013
Merrill Lynch May 2012 - July 2012
Eastwood Golf Club November 2009 - May 2010
Skills
Leadership, Microsoft Office, Microsoft Excel, Customer Service, Retail, PowerPoint, Facebook, Time Management, Microsoft Word, Customer Satisfaction
Education
University of Central Florida 2009 — 2012
B.S., Business Management w/ Finance Minor
Goethe Institute - Mannheim, Germany
Certificate of attendance: Proficiency A2.1, Intensive 8 week German language course
Northwest Florida State College 2007 — 2009
Associate degree
Virtus Equity March 2014 - Present
Creative Health Capital, LLC January 2012 - January 2014
BarrierSafe Solutions International, Inc. August 2008 - August 2009
Linden LLC (Healthcare Private Equity) June 2006 - June 2008
Merrill Lynch July 2003 - June 2006
Skills
Private Equity, Investment Banking, M&A experience, Capital Markets, Buyouts, Healthcare, Investments, Corporate Finance, Due Diligence, Strategy, Valuation, Financial Modeling, Finance, Financial Analysis, Portfolio Management, Management, Equities, Executive Management, Business Strategy, Venture Capital, Analysis
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
Northwestern University 1999 — 2003
B.S., Bio-Medical Engineering
Merrill Lynch October 2010 - Present
UBS November 2004 - October 2010
Morgan Stanley Private Wealth Management February 1994 - November 2004
Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Management, Mutual Funds, Mortgage Lending, Loans, Banking
Education
University of Wisconsin-Madison 1983 — 1987
Northwestern University 1987 — 1988
Managed by Q March 2015 - Present
Oliver Wyman February 2010 - October 2014
Abraaj Capital July 2008 - September 2008
Merrill Lynch June 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Market Entry, Strategy, Emerging Markets, Business Strategy, Business Planning, Valuation, Business Analytics, Strategic Consulting, Finance
Education
Northwestern University 2005 — 2009
Bachelor's Degree, Economics, Political Science
Judge Technical Services January 2013 - Present
HandyMan On Call, LLC February 2004 - January 2013
Merrill Lynch October 1997 - February 2005
National Exchange Carrier Association February 1990 - September 1997
Skills
Microsoft Office, Customer Service, Microsoft Word, Construction, Software Development, Business Process..., Business Process..., Business Analysis, Software Development..., Testing
Education
Northern Virginia Community College
Associate's degree, Computer Science
CLSA Americas April 2015 - Present
The Green Vale School September 2010 - Present
Hawksfield Capital, LLC November 2011 - March 2014
MF Global, Inc. March 2010 - November 2011
AM Investment Partners 2007 - 2009
BNP Paribas 2006 - 2007
Merrill Lynch 1999 - 2004
Susquehanna International Group 1993 - 1999
Skills
Volatility, Equity Derivatives, Options, Proprietary Trading, ETFs, Derivatives, Series 7, Hedge Funds, Market Making, Risk Management, Asset Management, Structured Products, Series 63, Volatility Arbitrage, Alternative Investments, Derivatives Trading, Credit Derivatives, Options Strategies, Trading Strategies, Portfolio Management, Trading
Education
Northwestern University 1989 — 1993
BA
M.Spring Hardware November 2014 - Present
Consultant October 2013 - Present
Various institutions and studios November 2012 - November 2014
Infogroup November 2012 - June 2013
Acxiom September 2008 - November 2012
Ivar Jacobson Consulting February 2007 - September 2008
GetActive (acquired by Convio, then acquired by Blackbaud) June 2005 - January 2007
Charles Schwab September 2000 - December 2002
Merrill Lynch January 2000 - September 2000
Chicago Board of Trade November 1998 - December 1999
Skills
Product Management, SaaS, Strategy, Operational Strategy, Integration, CRM, Project Management, Product Development, Multi-channel Marketing, User Experience, Management, Priority Setting, Requirements Gathering, User-centered Design, Business Process..., Digital Marketing, Cross-functional Team..., Program Management, Software Development, Business Process, Heuristic Evaluation, Requirements Analysis, Functional..., Process Integration, Operations Management, Customer Segmentation..., Interaction Design, Use Case Analysis, Human Computer..., Strategic Planning, Requirements, Business Case..., Information Policy, Agile Methodologies, Scrum, Metal Fabrication, Usability, Customer Research, Sales Support Tools
Education
University of California, Berkeley 2003 — 2005
Masters of Information Management & Systems, IT Strategy, Interaction Design, Human Computer Interaction, Information Policy & Economics
Northwestern University 1994 — 1998
BA, Political Science & International Studies
School for International Training 1997 — 1997
Culture, Social and Economic Development - Northeastern Brazil
Oregon Episcopal School 1989 — 1994
Accenture October 2014 - Present
Pearl Meyer & Partners June 2013 - August 2013
Merrill Lynch July 2012 - August 2012
Bank of America Merrill Lynch July 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Matlab, C++, Data Analysis, Research, Social Media, Spanish, Teamwork, Project Management
Education
Northwestern University 2010 — 2014
Bachelor of Science (B.S.), Industrial Engineering
UBS May 2014 - Present
UBS April 2012 - May 2014
UBS August 2011 - April 2012
UBS April 2009 - August 2011
Merrill Lynch November 2005 - April 2009
El Hogar La Casita- Home for street boys 2004 - 2005
Education
Northwest Nazarene University 2008 — 2009
MBA, Master of Business Administration
Pacific Lutheran University 2000 — 2004
B.A., Double Major - Economics and Spanish Literature. Concentration - International Economics, Graduated Magna Cum Laude
Hannaford Immigration Law July 2013 - Present
Foster & Hannaford, LLP October 2011 - June 2013
Wynn Law Group July 2011 - May 2012
TYLER FOX - Attorney February 2011 - June 2011
Michael Shaw May 2010 - July 2010
Merrill Lynch June 2007 - April 2009
Skills
Immigration Law, U.S. Immigration, Commercial Litigation, Westlaw, Naturalization, Adjustment Of Status, Legal Research, Visas, Courts, Contract Law, Legal Issues, Corporate Law, International Law, Legal Assistance, Legal Writing, Administrative Law, Appeals, Family Law, Litigation
Education
Northumbria University 2001 — 2006
LLB (hons), Law
NY State Bar
NY Bar
Nomura Holdings America October 2014 - Present
Nomura Services India Private Limited April 2012 - Present
Nomura International Hong Kong Ltd. November 2009 - April 2012
BGC Partners November 2008 - November 2009
Merrill Lynch May 2007 - July 2008
Merrill Lynch Asia Pacific February 2002 - April 2007
Merrill Lynch Asia Pacific July 1999 - January 2002
Skills
Policy, Leadership, Training, Securities, Investment Banking, Capital Markets, Risk Management, Financial Services, Financial Regulation, Equity Derivatives, Executive Management, Management, Emerging Markets, Internal Audit, Financial Markets, Operational Risk
Education
Northwestern University - Kellogg School of Management 2006 — 2007
Master of Business Administration (MBA), Joint degree with Hong Kong University of Science and Technology
Northwestern University 1985 — 1989
Bachelors of Science, Journalism
J.P. Morgan 2010 - Present
Charles Schwab June 1999 - January 2002
Merrill Lynch January 1995 - June 1999
Education
Northwestern University 1989 — 1993
BS
Australia and New Zealand Banking Group January 2014 - Present
BBVA Compass March 2013 - September 2013
BBVA January 2012 - January 2013
BBVA March 2008 - December 2011
BBVA March 2005 - March 2008
UBS December 2003 - February 2005
UBS November 2002 - December 2003
NAES Corporation February 2002 - June 2002
CLSA November 2000 - January 2002
Merrill Lynch March 1999 - October 2000
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Modeling, Equities, Derivatives, Valuation, Banking, Credit Risk, Emerging Markets, Equity Research, Latin America, Private Client Services, Retirement Planning, Employee Stock Options, Cash Flow Lending, Loan Origination, Leveraged Finance, Structured Finance, Structured Products, Security Analysis, Wholesale Banking, Trade Finance, Private Banking, Treasury Management, Series 7, Series 63, Interest Rate Hedging, FX Hedging, Personal Financial..., Restricted Stock, Asset Based Lending, Letters of Credit, Commercial Banking, Finance, Financial Risk, Financial Structuring, Mergers & Acquisitions, Wealth Management, Loans, Project Finance, Cash Management, Strategic Financial..., Trading, Financial Services, Credit Analysis, Retail Banking, Financial Advisory, Private Clients
Education
The University of Georgia 1989 — 1992
AB
Stanford University 1991 — 1991
Fellowship
Northwestern University 1987 — 1989
Crestwood High School 1982 — 1987
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Wealth Management December 2008 - June 2012
Merrill Lynch December 2005 - November 2008
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Investments, FINRA, Retirement, Equities
Education
Northwestern University 2001 — 2005
Bachelor of Science (BS), Journalism
Columbus Nova April 2014 - Present
J.P. Morgan October 2011 - March 2014
Nomura Securities May 2011 - October 2011
Oppenheimer & Co. July 2010 - May 2011
Kaufman Bros. June 2007 - June 2010
Lehman Brothers June 2006 - August 2006
Morgan Stanley July 2005 - August 2005
Merrill Lynch July 2002 - August 2002
Simpson Thacher & Bartlett LLP Hong Kong July 2001 - August 2001
Skills
Equity Research, Valuation, Equities, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Equity Valuation, Corporate Finance, Securities, Investments, Entrepreneurship, Alternative Investments, Venture Capital
Education
Northwestern University
BA, Economics
Phillips Exeter Academy
High School
Seoul International School
HKIS
International Wealth Planners, LLC August 2010 - Present
Scotiabank August 2008 - September 2013
Merrill Lynch 2000 - 2008
Lagutrop (K.) Ltd. 1998 - 2000
Skills
Investments, Wealth Management..., Wealth Management, Private Banking, Wealth, High Net Worth..., Banking, Loan Origination, Coaching, Prime Brokerage, Treasury Services, Analysis, Financial Structuring, Portfolio Management, Estate Planning, Trust Services, Fixed Income, Financial Services, Investment Advisory, Financial Advisory, Strategic Financial..., Mutual Funds, Relationship Management, Securities, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Investment Strategies, Asset Allocation, Equities, Investment Management, Financial Markets, Structured Products, Private Equity, Retirement Planning, Bonds, Investment Banking, Structured Finance, Tax, Emerging Markets, Financial Planning
Education
Northumbria University 1996 — 1997
Diploma in Legal Practice
University of Bristol 1993 — 1996
Bachelor of Law
Sedbergh School 1988 — 1993
CBS Corporation September 2014 - Present
Mm...Buttered Panini Productions January 2013 - Present
Nancy Nayor Casting June 2012 - Present
CESD July 2013 - Present
Target Corporation September 2010 - November 2011
Management 360 April 2010 - September 2010
Kapital Entertainment August 2009 - May 2010
Merrill Lynch September 2008 - December 2008
Target June 2008 - September 2008
CBS Television Studios 2007 - 2007
Skills
PowerPoint, Word, Excel, Microsoft Office, Outlook, Sourcing, Economics, Mac, Scheduling, Microsoft Excel, Microsoft Word, Event Management, Sales, Process Scheduler, Social Media, Market Research, Business Development, Forecasting, Event Planning, Inventory Management, Public Speaking
Education
Northwestern University 2005 — 2009
BA, BS, Theater, Economics, Business
The Buckley School 1999 — 2005
Welby Way
IBM August 2014 - Present
IBM October 2012 - July 2014
Beghou Consulting June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
IBM June 2010 - August 2010
Allianz June 2009 - August 2009
Skills
Engineering, Project Management, Process Improvement, New Business Development, Manufacturing, Change Management, Management Consulting, Problem Solving, Analysis, Analytics, Business Transformation, Process Engineering, process, Logistics, Supply Chain, Business Process..., Team Leadership, Leadership, Networking
Education
The Hong Kong University of Science and Technology 2010 — 2010
Engineering
Northwestern University
Engineering
Alliance Global Services August 2008 - Present
Alliance Consulting August 2006 - 2009
Fusion Technologies April 1999 - July 2006
Merrill Lynch 1998 - 1999
ZS Associates 1996 - 1998
Skills
Cloud Computing, Architecture, SaaS, Open Source, Agile, Scalability, Scrum, Agile Methodologies, SOA, Software Development, Enterprise Architecture, IT Strategy, Enterprise Software, Business Intelligence, Linux, Mobile Devices, PostgreSQL, Security, Java, Mobile Applications, Solution Architecture, Oracle, Agile Project Management, Databases, Unix, SDLC, Apache, Microsoft SQL Server, .NET, Web Applications, Web Services, Big Data, JavaScript, Software Engineering, Software Project..., XML, Amazon Web Services..., Java Enterprise Edition, HTML 5, Hadoop, Integration, Database Design, REST, Spring, Perl, Software Design, Architectures
Education
Northwestern University 1992 — 1996
Bachelor of Arts, Integrated Science Program & Economics
Moorestown High School
SEI August 2015 - Present
Integral Investment Group March 2014 - August 2015
Nationwide Financial September 2013 - January 2014
HighMark Capital Management 2007 - September 2013
SEI 2004 - 2007
ING 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Personal Financial..., Retirement Planning, Wealth Management, Personal Tax Planning, Estate Planning, Mutual Funds, Alternative Investments, Stocks, Fixed Annuities, Variable Annuities, Bonds, Municipal Bonds, Life Insurance, Disability Insurance
Education
Northwestern University
University of North Florida
The Peddie School
Goldman Sachs June 2014 - Present
Bank of America Merrill Lynch July 2009 - July 2013
Merrill Lynch June 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Emphasis in Finance
Northwestern University 2005 — 2009
BS, Industrial Engineering, Economics
Detroit Country Day School
Target July 2014 - July 2015
Target September 2012 - June 2014
Target August 2010 - September 2012
Belvedere Trading June 2009 - September 2009
Federal Reserve Bank of Chicago June 2008 - August 2008
campusCATALYST October 2007 - April 2008
Merrill Lynch 2008 - 2008
Skills
Data Analysis, Economics, Research, Market Research, Statistics, Forecasting, Microsoft Excel, PowerPoint, Microsoft Office, Nonprofits, SPSS, Analysis, Business Analysis, Strategy, Marketing
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Stepan Company April 2010 - Present
Stepan Company May 2006 - April 2010
Hewitt Associates 2004 - 2006
Merrill Lynch 2000 - 2002
SUPERVALU 1996 - 2000
Skills
Organizational..., Training, Leadership Development, Workshop Facilitation, Leadership, Training Delivery, Coaching, Cross-functional Team..., Onboarding, Employee Engagement, Talent Management, Succession Planning, Instructor-led Training, Performance Management, Workforce Planning, Career Development, Culture Change, Appreciative Inquiry, ADDIE, Performance Improvement, Strategic Planning
Education
Truman State University 1990 — 1994
Bachelor of Arts, Economics, Mathematics Minor
Granite City Senior High School 1986 — 1990
Northwestern University
Master's Degree, Learning and Organzation Change
Battery Ventures July 2006 - Present
Brightree July 2008 - Present
Avalara June 2012 - Present
Intacct Corporation February 2014 - Present
WebPT June 2014 - Present
Data Innovations LLC October 2010 - February 2015
Key Principal Partners 2003 - 2006
Classified Ventures September 2002 - July 2003
Merrill Lynch June 2002 - September 2002
Accenture September 1996 - September 2001
Skills
Corporate Development, Venture Capital, Private Equity, Mergers, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Growth Capital, Valuation, Investments, Entrepreneurship, Start-ups, LBO, Equities, Mergers & Acquisitions, IPO, M&A experience, Emerging Markets
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Strategy
Northwestern University 1992 — 1996
BS, Chemical Engineering
DESIGNATION Labs September 2015 - Present
Sears Holdings Corporation October 2013 - July 2015
Two Bright Lights Inc. October 2011 - August 2013
Allstate August 2009 - October 2011
Merrill Lynch June 2008 - August 2008
Reily Foods Company June 2007 - September 2007
Skills
Management Consulting, Strategic Planning, Business Strategy, Process Improvement, Product Management, Business Process..., Wireframes, Organizational Design, Data Analysis, Competitive Analysis, Start-ups, Entrepreneurship, User Experience, User-centered Design, Product Development, Analytics, Customer Journey Mapping, User Research, Market Research
Education
Northwestern University 2005 — 2009
BS, Industrial Engineering, Economics
The School of the Art Institute of Chicago
Barclays Investment Bank 2015 - Present
SunTrust Robinson Humphrey 2013 - 2015
I.C.R. 2012 - 2013
Caris & Co. 2010 - 2011
Merrill Lynch 2007 - 2009
Merrill Lynch 2004 - 2006
Deloitte 2002 - 2004
Skills
Accounting, Asset Management, Bloomberg, Cash Flow Forecasting, CRSP, Datastream, Excel, Equity Research, Factset, Financial Analysis, Financial Modeling, Healthcare Research, IBES, IMS, Investments, Investment Banking, Reuters, SAS, SPSS, Trading, Healthcare, Mergers & Acquisitions, Microsoft Excel, Venture Capital, Equities, Valuation, Financial Statement..., Hedge Funds, IMS DB/DC, Alternative Investments, Private Equity, Capital Markets, Series 7, Investor Relations, Fixed Income, IPO, Corporate Finance, Emerging Markets
Education
University of Chicago
M.A., Economic History
Northwestern University
B.A., Economic History
Overland High School
Diploma, General Studies
Deloitte September 2013 - September 2015
Accton September 2011 - September 2013
Epic June 2010 - August 2011
Northrop Grumman Corporation June 2009 - September 2009
Merrill Lynch March 2008 - June 2008
Texas Instruments June 2005 - September 2005
Skills
Project Management, Wireless Networking, Critical Thinking, Electrical Engineering, Teamwork, Healthcare Information..., Integration, Business Development, Analysis, Engineering, Testing, Product Management, Cross-functional Team..., Networking, Entrepreneurship, Business Analysis, Management Consulting
Education
Northwestern University 2009 — 2010
Master of Science (M.S.), Electrical and Computer Engineering
Northwestern University 2005 — 2009
Bachelor of Science (B.S.), Electrical Engineering
National Experimental High School
Newtopia Inc. March 2015 - Present
Omada Health May 2013 - November 2014
Express Scripts (acquired Medco in 2012) June 2007 - August 2012
Medco June 2006 - May 2007
Medco September 2004 - May 2006
Medco June 2003 - August 2004
Merrill Lynch September 2002 - May 2003
IBM November 1999 - August 2000
IBM June 1998 - October 1999
IBM August 1996 - May 1998
Skills
Pharmacy Benefit..., Managed Care, Medicare Part D, Pharmacy, Cross-functional Team..., Account Management, Sales Management, Healthcare, Territory Management, Sales, Financial Analysis, Business Development, P&L Management, New Business Development, Management, Strategic Planning, Financial Modeling, Leadership, Strategy, Analysis, Product Development, Program Management, Pricing, Enterprise Software, Training, Project Management, Healthcare Industry, Finance, Consulting
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance
Northwestern University 1990 — 1994
Bachelor of Science, Biomedical Engineering
Vista Equity Partners February 2015 - Present
Vista Equity Partners February 2013 - February 2015
PwC Advisory Services November 2010 - February 2013
Diamond Management & Technology Consultants January 2004 - November 2010
Accenture January 2001 - January 2004
Trustmark Insurance September 1998 - January 2001
Merrill Lynch August 1997 - September 1998
Skills
Strategy, Strategic Consulting, Management Consulting, Business Architecture, Business Analysis, Business Case, Business Transformation, Operating Models, Business Process..., Business Process..., Business Process Design, Operations Improvement, Program Management, PMO, Resource Management, Change Management, IT Strategy, Organizational Design, Large Scale Deployments, Portfolio Management, Business Strategy, Acquisition Integration, Business Intelligence, CRM, Enterprise Software, Financial Modeling, Financial Services, Information Technology, Leadership, Management, Process Improvement, Professional Services, Project Portfolio..., Risk Management
Education
Northwestern University 1992 — 1997
BA, Economics, Biochemistry
Vista Equity Partners HPLP
Opex Analytics January 2015 - Present
BetaCube Analytics October 2014 - Present
SBB Research Group June 2014 - November 2014
TransUnion October 2013 - June 2014
Deutsche Bank September 2010 - August 2013
Infinium Capital Management April 2009 - September 2010
JP Morgan June 2008 - March 2009
Bear Stearns April 2005 - June 2008
Deutsche Bank February 1996 - February 2005
Merrill Lynch November 1987 - February 1996
Skills
FX Options, Options, Trading, Market Making, Fixed Income, Bonds, Technical Analysis, New Business Development, Equities, Quantitative Finance, Derivatives, Risk Management, Trading Systems, Electronic Trading, Commodity, Financial Analysis, Financial Markets, Hedge Funds, Capital Markets, Hedging, Sales Management, Bloomberg, R
Education
Northwestern University 2013 — 2014
Master of Analytics - McCormick School of Engineering, Analytics
The University of Chicago - Booth School of Business 1998 — 2001
MBA, Finance, E-Business
Northwestern University 1990 — 1994
B.S., Economics
RBC Capital Markets September 2013 - Present
Merrill Lynch August 2005 - September 2013
Collegiate Concepts, Inc September 2002 - August 2005
Skills
Series 66, Series 9/10, Notary Public, Customer Service, Marketing Communications, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
Northwestern College 2002 — 2007
BS, Finance
Visa August 2015 - Present
Visa June 2014 - September 2014
Kellogg School of Management November 2012 - June 2014
Merrill Lynch September 2013 - December 2013
McDonald's Corporation June 2013 - August 2013
FTSE August 2011 - September 2011
Skills
Data Analysis, Statistics, Microsoft Excel, PowerPoint, Stata, Public Speaking, Spanish, Microsoft Office, Microsoft Word, Event Planning, Creativity Skills, Marketing, ArcGIS
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences, Economics, International Studies
Université Moulay Ismail Meknès 2012 — 2012
Arabic Language and Political Science
Hendrick Hudson High School 2007 — 2011
Advanced Designation Regents Diploma
FranNet July 2012 - Present
J.P.Morgan/Private Wealth Management July 2009 - January 2012
Barclays Capital September 2008 - November 2008
Lehman Brothers June 1984 - September 2008
Merrill Lynch 1982 - 1984
Skills
Entrepreneurship, Business Development, Small Business, Franchising, Self-employment, Career Transitioning, Start-ups, Coaching, Recruiting, Consulting, Marketing, Strategic Planning, Budgets, Leadership Development, Sales Management, Marketing Strategy, Training, Mentoring
Education
Northwestern University 1975 — 1979
Bachelors of Science, Communication Studies
Upper St. Clair High School, Pittsburgh, PA
Synchrony Financial February 2015 - Present
Merrill Lynch May 2014 - August 2014
Dignitas January 2014 - April 2014
Destra Capital May 2013 - July 2013
Skills
Leadership, Strategic Planning, Entrepreneurship, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Finance, Analytics, Social Media, Research, Spanish, Microsoft Office, Competitive Analysis, Corporate Finance, Sports, Sponsorship, Public Speaking, Public Relations, Time Management, PowerPoint, Microsoft Excel, Microsoft Word
Education
Northwestern University 2011 — 2015
Bachelor of Science (BS), Economics with Business Institutions Minor
Montini Catholic High School 2007 — 2011
Credit Suisse May 2015 - Present
Merrill Lynch September 2014 - December 2014
Turtle Bay Group, Inc. June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Budgets, Data Analysis, Teamwork, Social Media
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics and Business Institutions Program
Half Hallow Hills High School West 2008 — 2012
PNC February 2015 - Present
Martin Investment Management, LLC May 2014 - January 2015
Merrill Lynch June 2012 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Economics, Teamwork, Data Analysis, Financial Analysis, Financial Modeling, Facebook, Statistics, Market Research, Portfolio Management
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Business Institutions
Edgewood High School 2007 — 2010
Gupta Wealth Management October 2013 - Present
UBS September 2008 - September 2013
Merrill Lynch April 2000 - August 2008
Transamerica August 1998 - March 2000
Education
Northwestern University 1994 — 1998
BA, Statistics, Economics
Northwestern Mutual 2004 - Present
Merrill Lynch June 2002 - June 2003
Keen.com aka Ingenio January 2000 - October 2001
Education
Kellogg School of Management - Northwestern University 1995 — 1997
MBA, Marketing and General Management
Northwestern University 1984 — 1988
BA, Political Science
Denver East High School 1980 — 1983
The WhiteWave Foods Company August 2015 - Present
General Mills July 2014 - July 2015
Olin Business School August 2012 - May 2014
Kimberly-Clark June 2013 - August 2013
Consumer Electronics Association January 2013 - April 2013
Accenture June 2007 - May 2012
Accenture June 2007 - May 2012
Accenture June 2007 - May 2012
JLD Consulting June 2006 - March 2007
Merrill Lynch June 2005 - August 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Gujarati, Project Management, MS Project, Project Planning, Test Planning, Test Management, System Testing, User Acceptance Testing, Regression Testing, Business Process Design, Business Process Testing, Trade Promotion..., Supply Chain Operations, Procure-to-Pay, Logistics, Warehousing, Training, Document Management, ERP Implementations, ERP, Business Process, Leadership, Process Improvement, Strategy, Management, Cross-functional Team...
Education
Washington University in St. Louis 2012 — 2014
Master of Business Administration (MBA), Marketing
Northwestern University 2003 — 2007
Bachelor of Arts (B.A.), Economics & Political Science, 3.66
Chrylser Group LLC June 2012 - August 2012
Merrill Lynch March 2012 - June 2012
Centennial Country Club June 2007 - September 2011
Wildcat Aquatics June 2011 - July 2011
Northwestern University June 2010 - June 2011
Skills
PowerPoint, R, Leadership, Research
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Statistics
Voccola Partners LLC February 2012 - Present
JV Sports January 2010 - December 2011
JV Digital Media January 2007 - July 2011
Merrill Lynch July 2004 - June 2006
Education
Northwestern University 2001 — 2004
BS, Communication Studies
University of Oxford 1999 — 2000
Philosophy, Politics, and Economics
Phillips Academy 1995 — 1999
High School, General
Northern Trust Corporation June 2013 - Present
Merrill Lynch September 2012 - December 2012
Robert W. Baird & Co. June 2012 - September 2012
Phi Delta Theta Fraternity January 2011 - April 2012
Phi Delta Theta Fraternity April 2010 - January 2011
JCC Rainbow Day Camp January 2010 - January 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg Terminal, PSN, Finance, Recruiting, Corporate Finance
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Mathematics and Economics
LPL Financial 2010 - Present
Modern Wealth Management 2007 - Present
Merrill Lynch June 1996 - May 2003
Education
Northwestern Oklahoma State University 1990 — 1994
The Kreo Group Consultants In Financial Planning 2008 - Present
Centro Mortgage Inc 2012 - Present
Verico The Mortgage Wellness Group 2011 - 2012
London Life 2004 - 2008
CIBC Wood Gundy 2003 - 2004
Merrill Lynch 2001 - 2003
Skills
Insurance, Critical Illness, Investments, Strategic Financial..., Estate Planning, Life Insurance, Disability Insurance, Employee Benefits, TFSA, Alternative Investments, Mortgage Marketing, Certified Mortgage..., RRSP, Residential Mortgages, RESP, Credit, Underwriting, Mortgage Underwriting, Refinance, Construction Loans, Loans, Mortgage Lending, Banking, Commercial Mortgages, Finance, Small Business, Mutual Funds, Retirement, Financial Planners, Real Estate, Wealth Management, Financial Services, Financial Planning, Investment Advisory, Investment Strategies, Debt Consolidation, Real Estate Financing, Retirement Planning, Funding, Financial Advisory, Term Life Insurance, Wealth, Fixed Annuities, Personal Finance
Education
Northwest Missouri State University 1999 — 2001
Bachelor of Science (B.Sc.), Business Administration and Management, General
Southern Arkansas University 1997 — 1998
Business Administration and Management, General
Southwestern Community College 1995 — 1997
Associate of Arts (A.A.), Business Administration and Management, General
Google July 2014 - Present
Google July 2012 - July 2014
Bank of America Merrill Lynch July 2009 - June 2012
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
R2 Technology June 2005 - August 2005
Skills
Bloomberg, VBA, SQL, PHP, Perl, Excel, Access, HTML + CSS, Ruby on Rails, Essbase, Big Data, Dashboarding, Financial Modeling, R, Tableau
Education
Northwestern University 2005 — 2009
BS
Holbrook Partners 1987 - Present
Merrill Lynch 1983 - 1986
Prudential Financial 1980 - 1983
Tenneco, Inc. 1975 - 1979
Education
Northwestern University
Master of Business Administration (MBA)
University of Houston
Geology/Finance
Wells Fargo Advisors, LLC October 2010 - Present
Merrill Lynch July 2008 - September 2010
Texas Instruments January 2003 - June 2005
Texas Instruments September 1996 - December 2002
Skills
Investments, Finance, Valuation, Financial Modeling, Sales, Mergers & Acquisitions, Financial Analysis, Management, Cross-functional Team..., Corporate Finance, Project Management, Customer Service, Private Equity, Strategic Planning, Business Development, Program Management, Risk Management, Business Strategy, Strategy, Venture Capital, Business Planning, Alternative Investments, Mergers, Start-ups, Equities, Management Consulting, Competitive Analysis, Product Management, Portfolio...
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Strategic Management
Tennessee State University
BS, Electrical Engineering
Prairie View A&M University
Northwestern University
Morgan Stanley Wealth Management September 2010 - Present
Clark Consulting February 2009 - September 2010
Race Point Strategic Content, Inc. June 2008 - September 2010
Fort Worth Star-Telegram 1910 - 2009
Freelance 1910 - 2009
UBS February 2007 - July 2008
UBS Wealth Management February 2007 - July 2008
UBS Financial Services, Inc February 2007 - June 2008
UBS Financial Serivces 2007 - 2008
Merrill Lynch October 2000 - November 2006
Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing
Education
Northwestern University 1969 — 1970
MSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BS, Journ
Blue Vista Capital Management, LLC March 2013 - Present
Peckish.co November 2012 - April 2013
Vtopian May 2012 - November 2012
3 Twelve Capital LLC June 2012 - August 2012
J.P. Morgan June 2011 - September 2011
Merrill Lynch March 2011 - May 2011
Kellogg School of Management October 2009 - January 2011
Bank of East Asia August 2010 - August 2010
Great Light Fee Only Advisors June 2010 - July 2010
Alaris Consulting June 2009 - July 2009
Skills
Stata, Financial Modeling, Mandarin, Statistics, Valuation, Bloomberg, Matlab, Data Analysis, Investment Banking, Thompson One, Capital IQ, Final Cut Pro, Financial Analysis, Due Diligence, DCF, Equity Research, Microsoft Excel, Business Valuation, Business Strategy, Strategy, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity, Analysis, Corporate Finance
Education
Northwestern University 2008 — 2012
Bachelor's Degree, Economics
Sony Pictures Entertainment June 2015 - Present
Sony Pictures Entertainment January 2012 - May 2015
Sony Pictures Entertainment June 2010 - December 2011
Sony Pictures Entertainment August 2006 - June 2010
Booz & company 2003 - 2006
Hewitt Associates 1998 - 2002
Merrill Lynch June 1997 - August 1997
Federal Reserve Bank of Chicago June 1996 - August 1996
Skills
Business Strategy, Strategy, Project Management, Business Operations, Mergers & Acquisitions, Business Development, Corporate Development, Management Consulting, Business Planning, Digital Media, Market Research, Management
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
Master of Business Administration (MBA)
Northwestern University 1994 — 1998
B.A., Economics
The Pingry School 1990 — 1994
Frankly Inc. July 2015 - Present
Frankly Inc. August 2014 - Present
Seeds Inc 2014 - Present
FitStar 2013 - August 2014
GREE, Inc. 2012 - 2013
Google 2010 - 2012
Target 2009 - 2009
Merrill Lynch 2008 - 2009
Chicago Unzipped 2007 - 2009
Hina Group 2007 - 2007
Skills
Google Adwords, Analytics, Stata, Statistics, PowerPoint, Excel, Online Marketing, Word, Marketing Strategy, Business Strategy, Google Analytics, SEM, Economics, Social Media, Product Development, Online Advertising, Digital Marketing, Social Media Marketing, New Business Development, Strategic Partnerships, Marketing, Mobile Devices, Market Research, Competitive Analysis, Start-ups, Web Analytics, Product Marketing, Mobile Marketing, Mobile Applications, Product Management
Education
Northwestern University
B.A.
Northwestern University - Kellogg School of Management
Undergraduate Certificate
Westwood High School
spicewood elementary school.
Innova Exploration, Inc. / The Caffey Group November 2009 - Present
HighMount Exploration & Production LLC 2008 - 2009
Aurora Oil & Gas 2005 - 2007
Lacy, Price & Wagner, P.C. 2003 - 2004
Texas Keystone, Inc. 2001 - 2003
Merrill Lynch 1999 - 2001
Antrim Gas, Inc. 1988 - 1998
Skills
Natural Gas, Oil & Gas Industry, Oil/Gas, Gas, Supervisory Skills, Contract Management, Due Diligence, Contract Negotiation, Accounts Payable, Safety Management..., Mergers & Acquisitions, Geology, Lease Negotiations, Environmental Awareness, Project Planning, Budgets, Joint Ventures, Completion
Education
Northwestern Michigan College 1980 — 1982
Aviation Technology
Merrill Lynch 2004 - Present
Skills
Investments, Leadership, Portfolio Management, Finance, Management, Financial Analysis, Strategic Planning, Retirement Planning, Due Diligence, Series 7
Education
Northwestern University 2000 — 2004
Bachelor's degree
The Blackstone Group July 2011 - Present
Navigant Consulting June 2010 - July 2011
Rothstein Kass November 2009 - June 2010
Deutsche Bank March 2009 - November 2009
QBE the Americas November 2008 - February 2009
Merrill Lynch April 2007 - May 2008
Ernst & Young January 2000 - April 2007
IFF June 1998 - January 2000
AT&T Solutions 1996 - 1998
AT&T Bell Labs 1986 - 1996
Skills
Finance Transformation, Finance Function..., Chart of Accounts, Program Management, Shared Services, Oracle E-Business Suite, IT Strategy, Business Analysis, Business Process..., Financial Analysis, Financial Reporting, Business Process..., Risk Management, Change Management, Business Intelligence, CXO level engagement, Business Transformation, Financial Services, Analysis, Consulting, Enterprise Architecture, Management, Finance, Leadership, Integration, Product Management, ERP, Forecasting, Sarbanes-Oxley Act, Executive Management, Portfolio Management, Capital Markets, Project Management
Education
Northwestern University 1984 — 1985
MS
Northwestern University 1980 — 1984
BS
Exelon 2011 - Present
Merrill Lynch 2006 - 2009
AEP Energy Services 2002 - 2004
AEP Energy Services 1999 - 2002
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Northwestern University 1995 — 1999
BA
Google September 2015 - Present
Google July 2013 - Present
Wize Commerce (formely Nextag) October 2012 - July 2013
Nexag Japan K.K. August 2012 - July 2013
Wize Commerce (formerly Nextag) June 2011 - July 2013
Wize Commerce (formerly Nextag) February 2012 - October 2012
Nextag March 2010 - February 2012
VIZ Media February 2005 - December 2009
Merrill Lynch September 2001 - July 2004
Booz-Allen & Hamilton April 1996 - May 1999
Skills
E-commerce, Online Marketing, Product Management, Website Development, Website Localization, Website Management, Team Management, Cross-functional Team..., Business Management, Revenue Management, Strategic Planning, Management Consulting, Marketing Research, Competitive Analysis, Investment Banking, M&A due diligence, IPO, Equity Offerings, New Business Development, Contract Negotiations, Content Licensing, Digital Media, Mobile Applications, Mobile Marketing, Social Media Marketing, SEO, International Business, Japan, Apac, Online Advertising, Webmaster Services, Due Diligence, Licensing, Web Analytics, Contract Negotiation, Affiliate Marketing, SEM, Digital Marketing, Business Development, Management, Strategic Partnerships, Analytics, Mergers & Acquisitions, Market Research
Education
Northwestern University 1999 — 2001
MBA (Kellogg School of Management), Finance, Marketing, Management Strategy
The University of Tokyo 1992 — 1996
BA, Sociology
Phonak April 2015 - Present
Phonak April 2013 - March 2015
Phonak April 2011 - March 2013
Phonak April 2010 - March 2011
Phonak April 2008 - March 2010
Tribune Company June 2003 - April 2008
Merrill Lynch July 2001 - June 2003
Skills
Analytics, Product Launch, Analysis, Medical Devices, Sales Operations, Cross-functional Team..., Business Strategy, Marketing Strategy, Strategic Financial..., Product Management, Strategic Planning, Competitive Analysis, Corporate Development
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Strategy, Marketing
Northwestern University 1997 — 2001
BA, Economics; Hispanic Studies
Arista Networks June 2014 - Present
RBC Capital Markets 2010 - May 2014
National Stock Exchange December 2007 - May 2010
AT&T / Merrill Lynch June 1999 - December 2007
Merrill Lynch June 1999 - December 2007
AT&T Solutions 1999 - 2007
Citigroup May 1996 - May 1998
Slaughter & May November 1995 - May 1996
Shell UK September 1993 - November 1995
Skills
WAN, Data Center, Network Architecture, Low Latency, Network Design, Networking, IP, Network Administration, Troubleshooting, Routing, Disaster Recovery
Education
Northumbria University 1990 — 1993
BEng
CEB October 2014 - Present
Spring Marketplace November 2012 - August 2014
Groupon October 2011 - November 2012
Zacks Investment Research June 2003 - October 2011
Merrill Lynch August 1999 - December 2002
Skills
Leadership, Management, Sales Management, Sales, Account Management, Business Development, Relationship Management, E-commerce, Economics, Financial Services, Sales Process, Business Planning, Investments, Finance, Financial Analysis, Strategy, Start-ups, Financial Markets, Due Diligence, Wealth Management, Investment Management, Asset Managment, Mutual Funds, Portfolio Management, Trading, Financial Modeling, Asset Allocation, Equities, Product Development, Equity Research, Analytics, Investment Strategies, Institutional..., Strategic Financial..., Salesforce.com, CRM, New Business Development, Series 7, Solution Selling, Product Marketing, Direct Sales, Marketing, Team Management, Customer Retention
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Marketing
Northwestern University 1994 — 1998
Bachelor of Arts, Economics
Bank of America September 2012 - May 2013
Bank of America January 2009 - November 2012
Merrill Lynch October 2006 - January 2009
Skills
Economics, Currency, Valuation, Foreign Exchange, Fixed Income, Strategy, Portfolio Management, Emerging Markets, Options, Capital Markets, FX Options, Derivatives, Macroeconomics, Hedge Funds, Equities, Financial Markets, Structured Products
Education
Northwestern University 2005 — 2006
MA, Economics
University of California, Santa Cruz 1997 — 1999
BA, Mathematics
Regions Bank March 2010 - Present
Merrill Lynch March 2007 - December 2008
BMO Capital Markets 2005 - 2007
Merrill Lynch 2000 - 2005
ABN AMRO 1998 - 2000
Skills
Credit, Bonds, Capital Markets, Alternative Investments, Financial Modeling, Structured Finance, Asset Management, Corporate Finance, Asset Managment, Interest Rate..., Stress Testing, Risk Analytics, Derivatives, Fixed Income, Portfolio Management, Financial Structuring, Credit Analysis, Securitization, Management, Treasury Management, Valuation, Private Equity, Investment Banking, Commercial Banking, Equities, Financial Analysis, Financial Risk, Enterprise Risk..., Hedging, Hedge Funds, Credit Risk, Bloomberg, Economic Capital, Credit Derivatives, Risk Management, Commercial Lending, Basel II, Investments, Market Risk
Education
Northwestern University
PhD, Physics
University of Colorado Boulder
BS, Physics
Merrill Lynch May 1996 - Present
Skills
Private Wealth...
Education
Southwestern University 1995 — 1996
BA, Economics, Philosophy
Northwestern University 1992 — 1995
Economics, Philosophy
Nobles BI Systems June 2015 - Present
YODIL November 2014 - May 2015
Independent Consulting January 2014 - November 2014
Business & Decision January 2013 - December 2013
Cover-All Technologies Inc. (Formerly Moore-Stephens Business Solutions) August 2008 - August 2012
Merrill Lynch 2003 - 2008
RSG Global/Coffey Mining June 1996 - August 1999
Skills
Business Intelligence, Microsoft SQL Server, Predictive Analytics, Data Mining, Analytics, Data Warehousing, ETL, Data Modeling, R, SAS, Python, MDX, Analysis Services, T-SQL, SSRS, SSIS, Dimensional Modeling, SPSS, .NET, C#, Powershell, VB.NET, SSAS, XML, GIS, Six Sigma, Database Design, Risk Analytics, SDLC, Business Analysis, SQL, Requirements Analysis
Education
Northwestern University 2013 — 2015
Master of Science (MSc), Predictive Analytics
Purdue University
Master's Degree, Civil Engineering
University of Ghana
BSc, Physics, Geology
FedEx Services April 2011 - Present
Merrill Lynch March 2010 - March 2011
Business Analysis & Project Management January 2009 - February 2010
Cloud Sherpas March 2008 - December 2008
Accenture April 2005 - February 2008
Waterston's Inc at Chrysler July 2004 - March 2005
Skills
Business Intelligence, Program Management, Business Analysis, Agile Project Management, Strategy, Data Warehousing, Microsoft Project, Requirements Analysis, Process Improvement, Management Consulting, PeopleSoft, Project Management, Consulting, Business Process..., Analysis, Management
Education
Northwestern University
MS Candidate, Predictive Analytics
Wayne State University 2001 — 2004
BS, Computer Science and Mathematics
I.P.C.L
Merrill Lynch November 2007 - Present
Citigroup Diners Club March 1999 - November 2007
Siemens Building Technologies May 1997 - August 1999
Skills
Relationship Management, Portfolio Management, Customer Service, Management, CRM, Leadership, Program Management, Project Management, Process Improvement, Risk Management, Team Leadership, Employee Training, Business Process, Financial Services, Testing, Training, Banking, Credit Cards, Human Resources
Education
Northwestern University 1993 — 2003
Ph.D., Musicology
United Airlines June 2015 - Present
Fox Valley Networks, Inc. 2008 - Present
Halock Security Labs July 2014 - May 2015
Schawk 2009 - June 2014
New Edge July 2008 - January 2009
7Ticks 2009 - 2009
Newedge Financial 2008 - 2009
IMC January 2008 - May 2008
Merrill Lynch February 2005 - January 2008
Presentation Services February 2003 - January 2005
Skills
Routers, Cisco Technologies, Firewalls, VPN, Data Center, Network Security, WAN, Network Design, BGP, Networking, Troubleshooting, Linux, Telecommunications, System Deployment, High Availability, IPSec, VLAN, Network Architecture, Cisco IOS, Network Administration, Switches, Network Management..., Network Engineering, TCP/IP, Security, Routing, IT Operations, System Administration, LAN-WAN, MPLS, Computer Security, IP, Cisco Routers, Infrastructure, Technical Support, Juniper, Cisco Nexus, ASA, Wireless, Frame Relay, Checkpoint, EIGRP, Computer Hardware, Business Continuity, Information Technology, Wireshark, Managed Services, OSPF, Routing Protocols, Ethernet
Education
Wisconsin Lutheran Seminary 1985 — 1989
Master of Divinity, Theology
Northwestern College 1981 — 1985
B.A., Liberal Arts
Morningstar May 2014 - Present
Morningstar December 2003 - April 2012
Morningstar August 2002 - December 2003
Merrill Lynch January 2000 - November 2001
Citibank 1996 - 2000
Skills
Separately Managed..., Asset Allocation, Alternative Investments, Mutual Funds, ETFs, Series 7, Portfolio Management, Asset Management, Investments, Relationship Management, Morningstar Direct, CRM, Market Data, Equities, Investment Management, Management
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Bachelor of Science (BS), Economics and Communications Studies
Northwestern University 1988 — 1992
BS, Economics and Communications Studies
UBS June 2015 - Present
J.P. Morgan April 2011 - June 2015
Merrill Lynch April 2007 - April 2011
Education
Northwestern University
Economics, Journalism
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial Corporation 2015 - 2015
E*TRADE Financial 2013 - 2015
Merrill Lynch 2011 - 2013
Merrill Lynch 2010 - 2011
Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch August 2004 - July 2007
The Cambridge Group 1999 - 2004
Avon 1998 - 1999
Skills
Wealth Management, Business Planning, Financial Modeling, Leading Organizational..., Business Strategy, Value Propositions, Cross-functional Team..., Management Consulting, Market Research, Performance Management
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Marketing
University of Leuven 1991 — 1992
MBA, International Business
Northwestern University 1985 — 1989
BA, Economics
Iolani School 1979 — 1985
Adams Street Partners July 2010 - Present
Merrill Lynch July 2008 - July 2010
Merrill Lynch July 2007 - September 2007
Informance International June 2005 - March 2007
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2003 — 2008
BS, Industrial Engineering and Economics
KLS Diversified Asset Management February 2008 - Present
Oishi Capital LLC 2003 - 2008
Merrill Lynch 1986 - 2002
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, Portfolio Management, Options, Bonds, Investment Banking, Structured Finance, Swaps, MBS, Finance, ABS, Loans, Treasury, Technical Analysis, Management, Alternative Investments, Analysis, Equities, Private Equity
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance
Northwestern University 1982 — 1986
BS, Biomedical Engineering
Edina High School 1979 — 1982
Blake
Blake
Blake Hopkins
Blake School
Cardinal Intellectual Property August 2008 - Present
Harshaw Research, Inc. September 2007 - Present
Reed Smith LLP February 2008 - May 2008
The John Marshall Law School November 2007 - May 2008
Zimmermann & Partner June 2006 - August 2006
New York Supreme Court, 10th Judicial District May 2006 - June 2006
Apple Retail March 2004 - August 2005
Swatch Group September 2002 - October 2003
Chicago Cares September 2001 - June 2002
Merrill Lynch June 2001 - September 2001
Skills
Patents
Education
The John Marshall Law School 2005 — 2008
J.D. & LL.M., Intellectual Property Law
Northwestern University 1998 — 2002
B.S., Industrial Engineering
Merrill Lynch May 2011 - Present
JPMorgan 2007 - 2011
Education
Northwestern University 2003 — 2007
Oppenheimer & Co. Inc. August 2012 - Present
UBS Financial Services Inc. August 2006 - August 2012
Piper Jaffray December 2002 - August 2006
Merrill Lynch August 1997 - November 2002
Education
St. John's College (NM) 1990 — 1995
Master of Arts (MA), Liberal Arts and Sciences/Liberal Studies
Northwest Nazarene University 1985 — 1990
Philosophy, Philosophy
Quantum Risk Technologies 2006 - Present
Lockwood Development 2001 - 2006
JP Morgan 2000 - 2001
Merrill Lynch 1998 - 2000
Donaldson, Lufkin & Jenrette 1990 - 1998
Education
Northwestern University
BS, Industrial Engineering
University of Pennsylvania - The Wharton School
MBA, Accounting and Finance
HSBC November 2013 - Present
New York University 2006 - October 2013
American Stock Exchange 2001 - 2006
Merrill Lynch 1988 - 2000
Skills
Employee Relations, Employee Benefits, Talent Management, Performance Management, Human Resources, Succession Planning, Recruiting, Personnel Management, HRIS, Onboarding, Deferred Compensation, Leadership, Strategy, Change Management, Workforce Planning, Management, Benefits Administration, CRM, Program Management, Policy, PeopleSoft, Budgets, Conflict Resolution
Education
Northwestern University 1978 — 1982
Bachelor of Science (B.S.), Communication and Media Studies
CommonWealth Opportunity Capital November 2011 - Present
Soros Fund Management April 2005 - November 2011
Asset Alliance Corporation April 2003 - April 2005
Merrill Lynch July 2001 - April 2003
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Bloomberg, Capital Markets, Options, Trading, Derivatives, Emerging Markets, Fund Of Funds, Investment Management, Trading Systems, Global Macro, Financial Modeling, Equity Research, Asset Management
Education
Northwestern University
University of New England College of Dental Medicine July 2015 - Present
LAC-USC Medical Center July 2014 - July 2015
Tufts University August 2010 - May 2014
Evanston Capital Management August 2008 - May 2010
Merrill Lynch January 2008 - April 2008
The Breakthrough Collaborative June 2003 - August 2003
Skills
Data Analysis, Research, Financial Modeling, Management, Public Speaking, Social Media, Microsoft Office, Valuation, Business Strategy, Due Diligence
Education
Tufts University School of Dental Medicine 2010 — 2014
DMD, Dentistry
Northwestern University 2004 — 2008
B.S., Communication Sciences and Disorders and Business Management
Chinese International School 1991 — 2004
Merrill Lynch - The Oberlander Group January 2015 - Present
Merrill Lynch June 2013 - January 2015
Merrill Lynch December 2006 - April 2013
Northern Trust 2000 - 2006
Northern Trust 2000 - 2006
Skills
Estate Planning, High Net Worth..., Wealth Management
Education
Northwestern University 1993 — 1997
Bachelor of Science, English Literature
Coe Financial Group 2006 - Present
Rose and Company 1982 - 1985
Merrill Lynch 1979 - 1982
Education
Northwestern University 2006 — 2006
School of Continuing Studies, Certified FinancialPlanner® Certification Education Program
University of Southern California
B.A., Cinema
Columbia Business School January 2014 - Present
Atlantis Casino Resort Spa April 2013 - Present
Price Waterhouse Management Consultants August 2010 - July 2012
Diamond Management & Technology Consultants August 2010 - November 2010
Orbitz Worldwide April 2009 - March 2010
Merrill Lynch June 2009 - September 2009
Education
Northwestern University 2006 — 2010
BA, Economics, International Studies, Business Institutions
Merrill Lynch July 1995 - July 2000
Skills
Real Estate, Real Estate Investment, Commercial Lending, Financial Services, Short Sales, Investment Properties, Brokerage, Residential Homes, Leadership, Event Planning, Customer Service, Social Media
Education
Northwestern University 2001 — 2003
Master of Science (MSc), Business/Corporate Communications
The CAPROCK Group September 2013 - Present
eMaxx Partners LLC January 2012 - September 2013
Merrill Lynch January 1983 - December 2010
Skills
Wealth Management, Series 7, Alternative Investments, Financial Analysis, Investments, Strategy, Mutual Funds, Team Leadership, Asset Allocation, Retirement Planning, Series 63, Strategic Planning, Investment Advisory, Investment Strategies, 401k, Executive Management, Marketing, Leadership, Strategic Financial..., Retirement, Asset Management, Investment Management, Securities, Management, Financial Advisory, High Net Worth..., Hedge Funds, Financial Services, FINRA, Series 24, Portfolio Management, ETFs, Equities, Wealth, Series 65, Estate Planning, Wealth Management..., Uniform Combined State..., Fixed Income, IRAs, Separately Managed..., Private Banking, Fixed Annuities, Financial Planners, Series 6
Education
Northwestern University
BA
Sheboygan South
Marquette Bank 2013 - Present
Invest Financial@Marquette December 2009 - Present
CCO Invesments March 2004 - December 2009
Robert W. Baird & Co. July 2001 - March 2004
Invest June 1990 - July 2001
Robert Thomas/Raymond James March 1989 - May 1990
Merrill Lynch February 1985 - August 1988
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Series 63, Retirement, Investment Advisory, Estate Planning, Securities, Financial Advisory, Asset Allocation, Portfolio Management, Uniform Combined State..., IRAs, 401k, Insurance
Education
Northwestern University 1974 — 1978
BA, Biology/Sociology
Northwestern University 1974 — 1976
BA, Biology/Sociology
Merrill Lynch October 2013 - Present
Education
Northwestern University
BA, Economics
Villanova University School of Business
MBA
Villanova University School of Law
JD
Nuveen Investments January 2012 - Present
Nuveen Investments January 2009 - December 2011
Nuveen Investments January 2006 - December 2008
Merrill Lynch 2004 - 2006
Education
Northwestern University 2000 — 2004
Grammarly January 2015 - Present
Grammarly May 2013 - December 2014
Wells Fargo Securities August 2008 - January 2013
Merrill Lynch November 2007 - April 2008
Skills
Online Marketing, Paid Search Strategy, Display Advertising, Remarketing, Facebook Marketing, Radio Advertising, Video Advertising, Derivatives, Start-ups, Structured Products, Equities, Investments, Financial Modeling, Hedge Funds, Alternative Investments, Options, Valuation, Fixed Income, Equity Derivatives, Bloomberg, Capital Markets, Digital Marketing, Marketing
Education
Northwestern University 2004 — 2008
Bachelor's degree, Mathematical Statistics and Probability; Economics
Merrill Lynch March 2015 - Present
Charles Schwab April 2013 - March 2015
American Express February 2011 - April 2013
RockWest Technology Group October 2008 - May 2010
Canyon Telecom Inc April 2007 - October 2008
Skills
SPIN Selling, Complex Sales, Qualifying Prospects, Sales Process, Business Development, Analytics, Management, Training, Security, Customer Acquisition, B2B, Finance, Lead Generation, Sales Management, Marketing Strategy, Direct Sales, Relationship Management, Salesforce.com, Strategic Partnerships, Sales
Education
Northwestern University
BA, Economics
Northwestern University
BA Economics, Economics
Societe Generale 2006 - June 2013
Highland Capital Management 2004 - 2006
Jefferson Patriot Group 2003 - 2003
Merrill Lynch 1998 - 2002
BT Alex Brown 1996 - 1998
White & Case 1992 - 1996
Cahill Gordon & Reindel 1985 - 1993
New Jersey Supreme Court 1987 - 1988
GATX Leasing Corporation 1981 - 1985
Education
Rutgers University School of Law - Newark 1984 — 1987
JD, Law
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, Finance/Accounting/International Business
Northwestern University 1975 — 1979
BA, Economics
UPMC September 2006 - Present
UPMC International and Commercial Services September 2006 - Present
Morgan Stanley June 2003 - May 2006
Merrill Lynch June 1999 - June 2001
Education
University of Chicago Graduate School of Business 2002 — 2004
MBA, Finance, Accounting
Northwestern University 1995 — 1999
BA, Economics, French
Global Financial Firms 2006 - Present
Bessemer Trust 2002 - 2005
Advisor to Fidelity Investments 2002 - 2002
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1996 - 2000
Dean Witter, BBH 1986 - 1996
Skills
Asset Allocation, Portfolio Management, Risk Management, financial risk..., hedge funds, Wealth Management, Quantitative Investing, Quantitative Risk..., Alternative Investments, Equities, Fixed Income, Commodities, Private Equity, Real Estate, Financial Advisory, Strategic Planning, Enterprise Risk..., Market Risk, Stress Testing, Derivatives, Capital Markets, Hedge Funds, Strategy, Investment Banking, Finance, Securities, Trading, Financial Risk, Banking, Investment Management, ETFs, Bloomberg, Hedging, Investments, Commodity
Education
Northwestern University
Merrill Lynch 2009 - 2014
UBS Wealth Management 2006 - 2009
Merrill Lynch 2004 - 2006
Merrill Lynch 1996 - 2003
Bank of America 1990 - 1996
Education
Northwood University 1981 — 1985
BBA, Marketing and Management
Northwestern University
Graduate of ABA-sponsored National Graduate Trust School Program
University of Notre Dame
Graduate of Cannon Trust School Program
Aon March 2014 - Present
Aon November 2012 - March 2014
Aon March 2011 - November 2012
Aon Hewitt June 2010 - March 2011
Aon Hewitt July 2009 - June 2010
Merrill Lynch January 2008 - September 2008
Bay Area Council June 2007 - August 2007
Skills
Process Improvement, Global Sourcing, Change Management, Business Process, Analysis, Project Management, Financial Analysis, Process Optimization, Operational Analysis, Management, Strategy, Shared Service Center, Offshore Outsourcing
Education
Northwestern University 2005 — 2009
BS, Learning and Organizational Change
The University of Edinburgh 2008 — 2008
Wells Fargo Advisors September 2007 - Present
Smith Barney January 2004 - September 2007
Legg Mason September 2004 - December 2005
Merrill Lynch September 2001 - December 2003
Yale Securities 1998 - 1999
Education
The Ohio State University 1982 — 1984
Masters, Administration
Northwestern University 1978 — 1982
Bachelor of Arts (BA), Economics
HUM NEWS August 2010 - Present
TLF Capital March 2010 - April 2011
Sailfish Capital Partners March 2006 - June 2007
Lewin Capital Partners January 2003 - March 2006
Charter Oak Partners July 1996 - December 2002
Neuberger Berman April 1984 - June 1996
Merrill Lynch January 1982 - January 1984
IBM January 1979 - January 1982
Education
Northwestern University 1975 — 1979
B.S, Engineering
New York University
M.B.A, Finance
ICV Partners, LLC June 2015 - Present
Management Leadership for Tomorrow September 2014 - Present
J Marie Enterprise LLC September 2010 - Present
Merrill Lynch July 2013 - June 2015
Sponsors for Educational Opportunity October 2013 - October 2014
Management Leadership for Tomorrow (MLT) June 2011 - November 2012
Sponsors for Educational Opportunity March 2012 - August 2012
Merrill Lynch, Sponsors for Educational Opportunity (SEO) February 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Northwestern University August 2010 - September 2010
Skills
Research, Analysis, Economics, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Finance, Competitive Analysis, Investments, Time Management, Microsoft Word, Portfolio Management, Financial Analysis, Investment Banking, Financial Modeling, Public Speaking, Private Equity
Education
Northwestern University 2009 — 2013
BS, Major in Economics, Minor Political Science and Business Institutions
Sciences Po Paris 2011 — 2011
BS, Economics, Political Science
Detroit Country Day High School 2005 — 2009
Barstow and Company, LLC March 2002 - Present
Wells Fargo June 1997 - March 2002
Salomon Smith Barney October 1989 - June 1997
Merrill Lynch May 1985 - October 1989
Education
Northwest Missouri State University 1979 — 1981
BS, Marketing, Management, and Home Economics
University of Missouri-Columbia 1978 — 1979
BS, Business
Maryville High School 1974 — 1978
onefinestay May 2013 - Present
Desmos Inc April 2012 - September 2012
Merrill Lynch January 2012 - June 2012
Sarah's Pastries & Candies June 2011 - December 2011
Illionis State Representative Daniel Biss February 2011 - June 2011
Yurbuds LLC July 2010 - October 2010
Interfaith Partnership/Faith Beyond Walls May 2008 - October 2009
Axion Biosystems and NanoGrip Technologies June 2009 - June 2009
Skills
Entrepreneurship, Small Business, Customer Service, Promotions, Economics, Facebook, Twitter, PowerPoint, Brand Awareness, Social Media Marketing, French, Logistics
Education
Northwestern University
BA
Yorkhill Investments LLC DirectorLehman BrothersJuly 2003 - March 2007
Merrill Lynch March 1997 - June 2003
Burson-Marsteller 1995 - March 1997
Education
Northwestern University 1994 — 1995
MJ, Master of Science - Journalism
University of Colorado Boulder 1988 — 1992
BA, Political Science
UBS Financial Services Inc. 2010 - Present
Merrill Lynch 1998 - 2011
Education
Northwestern University
PIMCO January 2015 - Present
PIMCO August 2013 - December 2014
J.P. Morgan October 2012 - May 2013
Merrill Lynch June 2012 - August 2012
Deloitte August 2007 - July 2011
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
Northwestern University 2003 — 2007
BS, Industrial Engineering
Cleveland Indians July 2013 - Present
Cleveland Indians July 2010 - July 2013
Vestar Capital Partners July 2006 - June 2008
Merrill Lynch June 2004 - June 2006
Education
Wharton Business School 2008 — 2010
Master of Business Administration (MBA), Management and Marketing
Northwestern University 1999 — 2003
Bachelor of Science (BS), Industrial Engineering
SA IT Services October 2010 - Present
Merrill Lynch January 2013 - Present
Universal Music Group August 2012 - January 2013
Rockwell Collins October 2010 - August 2012
Education
Northern Virginia Community College 2008 — 2012
Associate of Science (A.S.), Information Technology, B
Wells Fargo Securities May 2014 - Present
Merrill Lynch November 2005 - April 2014
Cargill Investor Services February 2004 - November 2005
Cargill Inc. October 1999 - January 2004
ConAgra Foods May 1993 - September 1999
Skills
Commodity, Trading, Procurement, Risk Management, Derivatives, Series 7, Hedge Funds, Alternative Investments, Bloomberg, Options, Hedging, Electronic Trading, Commodity Markets, Commodity Risk...
Education
Northwest Missouri State University
Bachelor of Science (B.S.), International Business
Merrill Lynch 2008 - 2012
Skills
Mutual Funds, Securities, Wealth Management, Series 7, Retirement Planning, Retirement, Series 63, Fixed Income
Education
Northwestern University 1964 — 1967
Bachelor's degree, History
Fidelity Investments January 2015 - Present
Fidelity Investments February 2013 - January 2015
Fidelity Investments December 2008 - February 2013
Merrill Lynch October 2007 - December 2008
Skills
Financial Services, Insurance, Relationship Management, Series 7, Uniform Combined State..., Finance, Investments, Customer Service, Financial Analysis
Education
University of North Florida
Bachelor of Business Administration (BBA), Financial Services
University of North Florida
Bachelor of Business Administration (BBA), Finance, Investments Track
Northwestern University