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
Employee
Years
Job
Industry
DIANA MUNAR DIANA MUNAR's Merrill Lynch Experience 2005 - 2005
Job BUSINESS CONSULTANT
Industry Professional Training & Coaching
Experience
DIANA MUNAR BUSINESS CONSULTING 2001 - Present
Merrill Lynch 2005 - 2005
BROWARD COMMUNITY COLLEGE 1999 - 2005
Skills
Strategic Planning, Coaching, Microsoft Excel, Management Consulting, Customer Service, Diversity in the..., Proffessional Standards..., Quality Assurance Review, Leadership, Organizational..., Team Building, Public Speaking, Recruiting, Training, Employee Relations, Staff Development, Leadership Development, Performance Management, Cross-functional Team..., Professional Mentoring, Skilled Multi-tasker, Management
Education
Nova Southeastern University 2006 — 2006
Broward Community College 1999 — 2005
Associate of Arts (AA), International Business
DIANA MUNAR BUSINESS CONSULTING 2001 - Present
Merrill Lynch 2005 - 2005
BROWARD COMMUNITY COLLEGE 1999 - 2005
Skills
Strategic Planning, Coaching, Microsoft Excel, Management Consulting, Customer Service, Diversity in the..., Proffessional Standards..., Quality Assurance Review, Leadership, Organizational..., Team Building, Public Speaking, Recruiting, Training, Employee Relations, Staff Development, Leadership Development, Performance Management, Cross-functional Team..., Professional Mentoring, Skilled Multi-tasker, Management
Education
Nova Southeastern University 2006 — 2006
Broward Community College 1999 — 2005
Associate of Arts (AA), International Business
Kyle McConnell Kyle McConnell's Merrill Lynch Experience 2012 - 2012
Job Financial Advisor at Merrill Edge
Industry Management Consulting
Experience
Merrill Edge January 2013 - Present
Merrill Lynch 2012 - 2012
State of Alaska May 2010 - May 2011
Icy Strait Point Development Company May 2007 - August 2007
Skills
Strong Speaker, Microsoft Office, Series 7, Series 66, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Project Management, Leadership, Financial Analysis, Strategic Planning, Event Planning
Education
University of Arizona 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Norwich University 2008 — 2008
Merrill Edge January 2013 - Present
Merrill Lynch 2012 - 2012
State of Alaska May 2010 - May 2011
Icy Strait Point Development Company May 2007 - August 2007
Skills
Strong Speaker, Microsoft Office, Series 7, Series 66, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Project Management, Leadership, Financial Analysis, Strategic Planning, Event Planning
Education
University of Arizona 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Norwich University 2008 — 2008
Joshua Taylor Joshua Taylor's Merrill Lynch Experience April 2007 - August 2007
Job Owner & Licensed Real Estate Broker
Industry Real Estate
Experience
Selling Tampa Bay, LLC June 2011 - Present
Insearch Group December 2010 - July 2011
Coldwell Banker Residential Brokerage January 2010 - June 2011
Realty USA July 2006 - July 2009
Equity Inc. January 2009 - May 2009
Merrill Lynch April 2007 - August 2007
Skills
Referrals, Business Development, Consulting, Real Estate, Property Management, Investment Properties, Real Estate Transactions, Selling, Sellers, Short Sales, Sales, Real Estate Development, Relocation, Negotiation, Marketing, Sales Process, Property, Residential Homes, Single Family Homes
Education
Nova Southeastern University 2009 — 2011
Masters, Business Administration
University of Tampa - John H. Sykes College of Business 2004 — 2009
Bachelors, Entrepreneurship & Finance
Selling Tampa Bay, LLC June 2011 - Present
Insearch Group December 2010 - July 2011
Coldwell Banker Residential Brokerage January 2010 - June 2011
Realty USA July 2006 - July 2009
Equity Inc. January 2009 - May 2009
Merrill Lynch April 2007 - August 2007
Skills
Referrals, Business Development, Consulting, Real Estate, Property Management, Investment Properties, Real Estate Transactions, Selling, Sellers, Short Sales, Sales, Real Estate Development, Relocation, Negotiation, Marketing, Sales Process, Property, Residential Homes, Single Family Homes
Education
Nova Southeastern University 2009 — 2011
Masters, Business Administration
University of Tampa - John H. Sykes College of Business 2004 — 2009
Bachelors, Entrepreneurship & Finance
Alix Tucci's Merrill Lynch Experience February 2013 - May 2013
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
MedSafety December 2010 - May 2015
NSU Swim Club September 2014 - January 2015
UBS May 2014 - July 2014
Razor's Edge Leadership Program August 2012 - May 2014
CRAE Investment Management Group August 2013 - December 2013
Merrill Lynch February 2013 - May 2013
NSU Swimming & Diving August 2011 - October 2012
Carrabba’s Italian Grill April 2012 - August 2012
The Loop Pizza & Grill April 2011 - August 2011
Skills
Fundraising, Management, Sales, Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Leadership, Outlook, Teamwork, Social Networking, Time Management
Education
Nova Southeastern University 2011 — 2015
Bachelor's Degree, Finance, 3.88
Vanguard June 2015 - Present
MedSafety December 2010 - May 2015
NSU Swim Club September 2014 - January 2015
UBS May 2014 - July 2014
Razor's Edge Leadership Program August 2012 - May 2014
CRAE Investment Management Group August 2013 - December 2013
Merrill Lynch February 2013 - May 2013
NSU Swimming & Diving August 2011 - October 2012
Carrabba’s Italian Grill April 2012 - August 2012
The Loop Pizza & Grill April 2011 - August 2011
Skills
Fundraising, Management, Sales, Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Leadership, Outlook, Teamwork, Social Networking, Time Management
Education
Nova Southeastern University 2011 — 2015
Bachelor's Degree, Finance, 3.88
Nicole C. Pierce Nicole C. Pierce's Merrill Lynch Experience August 2001 - December 2001
Job Senior Accountant at Parkway Properties
Industry Accounting
Experience
Parkway Properties August 2013 - Present
Mathews & Cripe, LLC October 2006 - August 2013
TMH Federal Credit December 2004 - July 2006
Florida Wholesale August 2003 - November 2004
The Jewelers Workshop October 2000 - December 2002
Merrill Lynch August 2001 - December 2001
Skills
Auditing, Accounting, Financial Reporting, QuickBooks, General Ledger, UltraTax CS, Individual Returns, 1120S, Creative Solutions..., UltraTax, Practice CS, S Corporations, IRS problem resolution, Financial Statements, Accounts Receivable, Journal Entries
Education
Nova Southeastern University 2005 — 2008
Masters of Accounting, Accounting
Valdosta State University 1998 — 2003
Bachelor of Business Administration, Accounting and Finance
Parkway Properties August 2013 - Present
Mathews & Cripe, LLC October 2006 - August 2013
TMH Federal Credit December 2004 - July 2006
Florida Wholesale August 2003 - November 2004
The Jewelers Workshop October 2000 - December 2002
Merrill Lynch August 2001 - December 2001
Skills
Auditing, Accounting, Financial Reporting, QuickBooks, General Ledger, UltraTax CS, Individual Returns, 1120S, Creative Solutions..., UltraTax, Practice CS, S Corporations, IRS problem resolution, Financial Statements, Accounts Receivable, Journal Entries
Education
Nova Southeastern University 2005 — 2008
Masters of Accounting, Accounting
Valdosta State University 1998 — 2003
Bachelor of Business Administration, Accounting and Finance
Norris Wilson CIA, MBA's Merrill Lynch Experience May 2002 - July 2005
Job Consultant at ECJ Tax and Financial Services
Industry Accounting
Experience
ECJ Tax and Financial Services April 2009 - April 2013
Vanderheyden Hall, Inc. August 2011 - August 2012
World Financial Group January 2006 - July 2008
AQR Capital Management July 2005 - June 2008
Constantine Control Associates July 1999 - June 2008
Merrill Lynch May 2002 - July 2005
Skills
Accounting, Financial Services, Investments, Financial Accounting, Tax, Finance, Auditing, Fund Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Due Diligence, Account Reconciliation, Valuation, Asset Managment, General Ledger, Banking, Budgets, Accounts Payable, Accounts Receivable, Internal Controls, Asset Management, Analysis, Management Consulting, Internal Audit, Cash Management, Mutual Funds, Risk Management, Managerial Finance, Corporate Finance, Portfolio Management, Alternative Investments, Financial Risk, Financial Planning
Education
Nova Southeastern University 1993 — 1995
MBA, Finance
Institute of Internal Auditor
Certified Internal Auditor, Auditing
University of the West Indies
Bsc, Accounting, Management
ECJ Tax and Financial Services April 2009 - April 2013
Vanderheyden Hall, Inc. August 2011 - August 2012
World Financial Group January 2006 - July 2008
AQR Capital Management July 2005 - June 2008
Constantine Control Associates July 1999 - June 2008
Merrill Lynch May 2002 - July 2005
Skills
Accounting, Financial Services, Investments, Financial Accounting, Tax, Finance, Auditing, Fund Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Due Diligence, Account Reconciliation, Valuation, Asset Managment, General Ledger, Banking, Budgets, Accounts Payable, Accounts Receivable, Internal Controls, Asset Management, Analysis, Management Consulting, Internal Audit, Cash Management, Mutual Funds, Risk Management, Managerial Finance, Corporate Finance, Portfolio Management, Alternative Investments, Financial Risk, Financial Planning
Education
Nova Southeastern University 1993 — 1995
MBA, Finance
Institute of Internal Auditor
Certified Internal Auditor, Auditing
University of the West Indies
Bsc, Accounting, Management
Jeannine Bytwerk Jeannine Bytwerk's Merrill Lynch Experience November 2005 - November 2006
Job Senior Trading Help Desk Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments June 2014 - March 2015
Fidelity Investments June 2013 - December 2014
Fidelity Investments November 2006 - April 2007
Merrill Lynch November 2005 - November 2006
Outback Steakhouse 2004 - 2005
Bennigan’s 1999 - 2004
Skills
PowerPoint, Actimize, Microsoft Excel, Microsoft Word, NICE, Finance, Higher Education, Investments
Education
Saint Joseph's University 2013 — 2015
Master's Degree, Organization Development and Leadership
Northwood University 1997 — 2002
BBA, Banking and Finance
Northwood University 1997 — 2002
BBA, Marketing Management/Business Management
Fidelity Investments April 2007 - Present
Fidelity Investments June 2014 - March 2015
Fidelity Investments June 2013 - December 2014
Fidelity Investments November 2006 - April 2007
Merrill Lynch November 2005 - November 2006
Outback Steakhouse 2004 - 2005
Bennigan’s 1999 - 2004
Skills
PowerPoint, Actimize, Microsoft Excel, Microsoft Word, NICE, Finance, Higher Education, Investments
Education
Saint Joseph's University 2013 — 2015
Master's Degree, Organization Development and Leadership
Northwood University 1997 — 2002
BBA, Banking and Finance
Northwood University 1997 — 2002
BBA, Marketing Management/Business Management
Tracy Stocker Tracy Stocker's Merrill Lynch Experience August 2011 - January 2014
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Lumin Financial, LLC December 2014 - May 2015
Advance Capital Management, Inc. May 2014 - December 2014
Merrill Lynch August 2011 - January 2014
Raymond James October 2006 - May 2009
Ferris Baker Watts November 2005 - October 2006
Ferndale Elementary PTA September 1997 - June 2004
Merrill Lynch March 1989 - February 1993
First Federal of Michigan (Charter One) June 1986 - March 1989
Merrill Lynch 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Networking, Securities, Retirement Planning, Banking, Budgets, Organizing, Able To Multi-task, Outlook, Inventory Management, Teamwork, Microsoft Excel, Investments, Wealth Management, Microsoft Word, Microsoft Office, Administration, Financial Advisory, Administrative..., Collaborative Problem..., Hiring Employees, Internet, Resourceful..., Customer Service, Compliance, Equities, Securities Regulation, Regulatory Requirements, Time Management, Team Leadership, Employee Training, Legal Documents, Event Planning, Problem Solving
Education
Oakland Community College
Associate degree, Business
Lincoln Park High School 1975 — 1978
Diploma, Business
Lumin Financial, LLC December 2014 - May 2015
Advance Capital Management, Inc. May 2014 - December 2014
Merrill Lynch August 2011 - January 2014
Raymond James October 2006 - May 2009
Ferris Baker Watts November 2005 - October 2006
Ferndale Elementary PTA September 1997 - June 2004
Merrill Lynch March 1989 - February 1993
First Federal of Michigan (Charter One) June 1986 - March 1989
Merrill Lynch 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Networking, Securities, Retirement Planning, Banking, Budgets, Organizing, Able To Multi-task, Outlook, Inventory Management, Teamwork, Microsoft Excel, Investments, Wealth Management, Microsoft Word, Microsoft Office, Administration, Financial Advisory, Administrative..., Collaborative Problem..., Hiring Employees, Internet, Resourceful..., Customer Service, Compliance, Equities, Securities Regulation, Regulatory Requirements, Time Management, Team Leadership, Employee Training, Legal Documents, Event Planning, Problem Solving
Education
Oakland Community College
Associate degree, Business
Lincoln Park High School 1975 — 1978
Diploma, Business
Todd Huffman Todd Huffman's Merrill Lynch Experience November 2011 - August 2012
Job Financial Aid Systems Analyst at Marygrove College
Industry Marketing and Advertising
Experience
Marygrove College June 2014 - Present
Walsh College April 2013 - June 2014
Oakland Community College October 2012 - June 2014
Merrill Lynch November 2011 - August 2012
Habitat for Humanity January 2011 - October 2011
Oakland Community College May 2009 - December 2010
Oakland Community College May 2007 - May 2009
Skills
Event Planning, Customer Service, Management, Social Media Marketing, Social Media, Public Relations, Social Networking, Marketing Strategy, Marketing Research, Outlook, PowerPoint, Excel, Word, Public Speaking, Digital Marketing, Philanthropy, Budget Forecasts, Budget Process, Motivated self-starter
Education
Walsh College of Accountancy and Business Administration 2012 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Walsh College 2010 — 2012
Bachelor of Business Administration, Marketing
Oakland Community College 2008 — 2010
Business Administration, Accounting
Marygrove College June 2014 - Present
Walsh College April 2013 - June 2014
Oakland Community College October 2012 - June 2014
Merrill Lynch November 2011 - August 2012
Habitat for Humanity January 2011 - October 2011
Oakland Community College May 2009 - December 2010
Oakland Community College May 2007 - May 2009
Skills
Event Planning, Customer Service, Management, Social Media Marketing, Social Media, Public Relations, Social Networking, Marketing Strategy, Marketing Research, Outlook, PowerPoint, Excel, Word, Public Speaking, Digital Marketing, Philanthropy, Budget Forecasts, Budget Process, Motivated self-starter
Education
Walsh College of Accountancy and Business Administration 2012 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Walsh College 2010 — 2012
Bachelor of Business Administration, Marketing
Oakland Community College 2008 — 2010
Business Administration, Accounting
Maria Gilmour, MBA's Merrill Lynch Experience December 2010 - March 2011
Job Finance & Operations Manager at Susan G. Komen for the Cure, North Jersey Affliate
Industry Nonprofit Organization Management
Experience
Susan G. Komen for the Cure, North Jersey Affliate April 2013 - Present
Faith Popcorn's BrainReserve March 2012 - April 2013
Penelope Dixon & Associates January 2008 - March 2012
Merrill Lynch December 2010 - March 2011
Skills
Strategy, Leadership, Marketing, Finance, Social Media, Social Media Marketing, Operations Management
Education
Nova Southeastern University 2009 — 2011
MBA, Finance
University of Michigan 1996 — 2000
BA, English & Education
Susan G. Komen for the Cure, North Jersey Affliate April 2013 - Present
Faith Popcorn's BrainReserve March 2012 - April 2013
Penelope Dixon & Associates January 2008 - March 2012
Merrill Lynch December 2010 - March 2011
Skills
Strategy, Leadership, Marketing, Finance, Social Media, Social Media Marketing, Operations Management
Education
Nova Southeastern University 2009 — 2011
MBA, Finance
University of Michigan 1996 — 2000
BA, English & Education
Robert Mubanda Robert Mubanda's Merrill Lynch Experience January 1990 - December 1995
Job VP Business Development at TechSoft Business Solutions
Industry Information Technology and Services
Experience
TechSoft Business Solutions November 2013 - Present
Red Bank Insurance Consultants April 2013 - December 2014
Aflac October 2012 - May 2014
Charles River Associates October 2008 - August 2012
Bear Stearns July 2007 - October 2008
Credit Suisse January 2007 - June 2007
Credit Suisse July 1999 - December 2006
Random House July 1998 - June 1999
Bear Stearns January 1996 - June 1998
Merrill Lynch January 1990 - December 1995
Skills
Process Improvement, Project Management, Vendor Management, Program Management, Pharmacy Benefit..., Change Management, Management, Operations Management, Insurance, Account Management, Customer Service, Strategic Planning, Team Building, Employee Benefits
Education
Nyack College 1995 — 1996
Organization Dynamics
University of New Hampshire 1976 — 1978
Electrical Engineering
TechSoft Business Solutions November 2013 - Present
Red Bank Insurance Consultants April 2013 - December 2014
Aflac October 2012 - May 2014
Charles River Associates October 2008 - August 2012
Bear Stearns July 2007 - October 2008
Credit Suisse January 2007 - June 2007
Credit Suisse July 1999 - December 2006
Random House July 1998 - June 1999
Bear Stearns January 1996 - June 1998
Merrill Lynch January 1990 - December 1995
Skills
Process Improvement, Project Management, Vendor Management, Program Management, Pharmacy Benefit..., Change Management, Management, Operations Management, Insurance, Account Management, Customer Service, Strategic Planning, Team Building, Employee Benefits
Education
Nyack College 1995 — 1996
Organization Dynamics
University of New Hampshire 1976 — 1978
Electrical Engineering
Edward Piotrowski Edward Piotrowski's Merrill Lynch Experience June 2011 - January 2015
Job Vice President of Branch Development, Financial Consultant at Empire Financial Advisors, Inc.
Industry Financial Services
Experience
Empire Financial Advisors January 2015 - Present
Merrill Lynch June 2011 - January 2015
MetLife 2005 - 2011
Ayco, a Goldman Sachs Company March 1997 - February 2005
Education
Nyack College
Bachelor of Science (B.S.), Organizational Managment
Schenectady County Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Empire Financial Advisors January 2015 - Present
Merrill Lynch June 2011 - January 2015
MetLife 2005 - 2011
Ayco, a Goldman Sachs Company March 1997 - February 2005
Education
Nyack College
Bachelor of Science (B.S.), Organizational Managment
Schenectady County Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
JD Wagner JD Wagner's Merrill Lynch Experience July 2012 - October 2012
Job Advanced Technical Solutions Technical Support Specialist at Etransform
Industry Telecommunications
Experience
General Motors November 2014 - Present
E-transform June 2013 - June 2014
KAIROS LLC January 2013 - April 2013
Oakland University September 2012 - December 2012
Merrill Lynch July 2012 - October 2012
Outback Steakhouse December 2011 - May 2012
Silverback Moving Company December 2010 - July 2011
Yates Cider Mill (Seasonally) October 2009 - December 2010
YMCA 2010 - 2010
Hollister Co. 2007 - 2008
Skills
Microsoft Office 2007, Word, PowerPoint, Excel, Public Relations, Customer Service, Time Management, InDesign, Technical Writing, Resume Writing, Creative Writing, Freelance Writing, Digital Innovation, Networking, Marketing Strategy, Marketing Research, Windows 7, Small Business, Sales, Process Operations, Adobe Creative Suite, Microsoft Excel, Microsoft Word
Education
Oakland University 2010 — 2014
Bachelor's Degree, Operations Management and Supervision
General Motors November 2014 - Present
E-transform June 2013 - June 2014
KAIROS LLC January 2013 - April 2013
Oakland University September 2012 - December 2012
Merrill Lynch July 2012 - October 2012
Outback Steakhouse December 2011 - May 2012
Silverback Moving Company December 2010 - July 2011
Yates Cider Mill (Seasonally) October 2009 - December 2010
YMCA 2010 - 2010
Hollister Co. 2007 - 2008
Skills
Microsoft Office 2007, Word, PowerPoint, Excel, Public Relations, Customer Service, Time Management, InDesign, Technical Writing, Resume Writing, Creative Writing, Freelance Writing, Digital Innovation, Networking, Marketing Strategy, Marketing Research, Windows 7, Small Business, Sales, Process Operations, Adobe Creative Suite, Microsoft Excel, Microsoft Word
Education
Oakland University 2010 — 2014
Bachelor's Degree, Operations Management and Supervision
Jennifer Heidel's Merrill Lynch Experience 1991 - 1995
Job Account Manager at Continental Automotive
Industry Automotive
Experience
Continental Automotive 2011 - Present
First of America Securities 1995 - 1999
Merrill Lynch 1991 - 1995
Skills
Pricing, Automotive, PPAP, Accounting, APQP, Negotiation, Lean Manufacturing, New Business Development, Continuous Improvement, Finance, CRM, Manufacturing, Six Sigma, Product Development
Education
Oakland University 2005 — 2009
MBA, Finance
Continental Automotive 2011 - Present
First of America Securities 1995 - 1999
Merrill Lynch 1991 - 1995
Skills
Pricing, Automotive, PPAP, Accounting, APQP, Negotiation, Lean Manufacturing, New Business Development, Continuous Improvement, Finance, CRM, Manufacturing, Six Sigma, Product Development
Education
Oakland University 2005 — 2009
MBA, Finance
Pharlande Joseph's Merrill Lynch Experience March 2015 - Present
Job PMD Financial Advisor at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch April 2013 - March 2015
Merrill Lynch February 2013 - April 2013
Abercrombie & Fitch August 2010 - July 2011
Victoria's Secret April 2006 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Conflict Resolution, Recruiting, Monte Carlo Simulation, Marketing Strategy, Portfolio Management, Time Management, Driving Sales..., Retirement Planning, Building High..., New Hire Training, Supervision, Sales Management, Visual Merchandising, Delegation, Highly detail oriented, Customer Service, Finance, Event Planning, Management, PowerPoint, Public Speaking, Sales
Education
Nova Southeastern University 2012 — 2014
Master's Degree, Accounting, 3.80
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Merrill Lynch March 2015 - Present
Merrill Lynch April 2013 - March 2015
Merrill Lynch February 2013 - April 2013
Abercrombie & Fitch August 2010 - July 2011
Victoria's Secret April 2006 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Conflict Resolution, Recruiting, Monte Carlo Simulation, Marketing Strategy, Portfolio Management, Time Management, Driving Sales..., Retirement Planning, Building High..., New Hire Training, Supervision, Sales Management, Visual Merchandising, Delegation, Highly detail oriented, Customer Service, Finance, Event Planning, Management, PowerPoint, Public Speaking, Sales
Education
Nova Southeastern University 2012 — 2014
Master's Degree, Accounting, 3.80
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), Sociology
Jonathan Plail, CFP®'s Merrill Lynch Experience November 2011 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2011 - Present
Sauberan & Co. August 2008 - December 2011
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Portfolio Management, 401k Rollovers, Certified Financial..., IRAs, High Net Worth..., Fixed Income, Investment Strategies, 401k, Asset Allocation, Strategic Financial..., Wealth, Financial Planning
Education
NYU School of Professional Studies
Financial Planning
University at Buffalo
Bachelor of Science Degree in Business Administration, Finance
Merrill Lynch November 2011 - Present
Sauberan & Co. August 2008 - December 2011
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Portfolio Management, 401k Rollovers, Certified Financial..., IRAs, High Net Worth..., Fixed Income, Investment Strategies, 401k, Asset Allocation, Strategic Financial..., Wealth, Financial Planning
Education
NYU School of Professional Studies
Financial Planning
University at Buffalo
Bachelor of Science Degree in Business Administration, Finance
Larry Tentarelli's Merrill Lynch Experience November 1998 - September 2003
Job General Manager at AutoFair Ford Haverhill
Industry Automotive
Experience
AutoFair Ford Haverhill February 2015 - Present
Autofair Nissan of Stratham November 2011 - February 2015
Autofair Ford October 2006 - November 2011
Merrill Lynch November 1998 - September 2003
Skills
Automotive, Automobile, Dealer Management, Sales Management, Customer Satisfaction, New Business Development, Dealers, Sales Process, Sales, Team Building, Customer Retention, Account Management, Profit, Sales Operations, Vehicles, Negotiation, Automotive Aftermarket, Reynolds, Finance, Management, Selling, Pricing
Education
Nova Southeastern University 1987 — 1990
Cardinal Gibbons High School 1984 — 1986
FTL High
AutoFair Ford Haverhill February 2015 - Present
Autofair Nissan of Stratham November 2011 - February 2015
Autofair Ford October 2006 - November 2011
Merrill Lynch November 1998 - September 2003
Skills
Automotive, Automobile, Dealer Management, Sales Management, Customer Satisfaction, New Business Development, Dealers, Sales Process, Sales, Team Building, Customer Retention, Account Management, Profit, Sales Operations, Vehicles, Negotiation, Automotive Aftermarket, Reynolds, Finance, Management, Selling, Pricing
Education
Nova Southeastern University 1987 — 1990
Cardinal Gibbons High School 1984 — 1986
FTL High
Christine Bouchard's Merrill Lynch Experience December 2006 - November 2013
Job Operations and Customer Service Manager at Pyle Financial Services
Industry Financial Services
Experience
Pyle Financial Services November 2013 - Present
Merrill Lynch December 2006 - November 2013
Skills
Organizational..., Teamwork, Multi-task & Handle..., Operations Management, Sales, Client Services, Client Relations, Marketing Communications, Marketing, Office Administration, Microsoft Office, Social Networking, Networking
Education
Southern Connecticut State University 2000 — 2004
Bachelor's degree, Communication, Journalism, and Related Programs
Norwich University 1999 — 1999
Pyle Financial Services November 2013 - Present
Merrill Lynch December 2006 - November 2013
Skills
Organizational..., Teamwork, Multi-task & Handle..., Operations Management, Sales, Client Services, Client Relations, Marketing Communications, Marketing, Office Administration, Microsoft Office, Social Networking, Networking
Education
Southern Connecticut State University 2000 — 2004
Bachelor's degree, Communication, Journalism, and Related Programs
Norwich University 1999 — 1999
Adebola Morton, MBA, CIR Adebola Morton, MBA, CIR's Merrill Lynch Experience 2006 - 2006
Job Talent Acquisition Amazon Worldwide Operations
Industry Human Resources
Experience
Amazon March 2015 - Present
MAPEI Americas March 2010 - March 2015
MAPEI Corporation 2010 - September 2012
Aerotek, Inc / Allegis Group April 2006 - September 2008
Aerotek August 2006 - August 2007
Merrill Lynch 2006 - 2006
Skills
Employee Relations, Onboarding, HRIS, Performance Management, Employee Engagement, HR Policies, Succession Planning, Applicant Tracking..., Workforce Planning, Talent Acquisition, Compensation, Job Analysis, Deferred Compensation, New Hire Orientations, Employee Training, Talent Management, Human Resources, Management, Recruiting, Internet Recruiting, Interviews, Screening, Training, Payroll, Leadership, Sourcing, Screening Resumes, Employer Branding, Hiring, Job Descriptions, Job Fairs, College Recruiting, Staffing Services, Personnel Management
Education
Nova Southeastern University 2004 — 2006
MBA, Business
University of Ibadan
Bachelor Degree
Amazon March 2015 - Present
MAPEI Americas March 2010 - March 2015
MAPEI Corporation 2010 - September 2012
Aerotek, Inc / Allegis Group April 2006 - September 2008
Aerotek August 2006 - August 2007
Merrill Lynch 2006 - 2006
Skills
Employee Relations, Onboarding, HRIS, Performance Management, Employee Engagement, HR Policies, Succession Planning, Applicant Tracking..., Workforce Planning, Talent Acquisition, Compensation, Job Analysis, Deferred Compensation, New Hire Orientations, Employee Training, Talent Management, Human Resources, Management, Recruiting, Internet Recruiting, Interviews, Screening, Training, Payroll, Leadership, Sourcing, Screening Resumes, Employer Branding, Hiring, Job Descriptions, Job Fairs, College Recruiting, Staffing Services, Personnel Management
Education
Nova Southeastern University 2004 — 2006
MBA, Business
University of Ibadan
Bachelor Degree
Brad Lesowitz Brad Lesowitz's Merrill Lynch Experience 1998 - 1999
Job Managing Director Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2009 - Present
Charles Schwab September 2009 - April 2010
Wachovia Securities July 2000 - May 2009
First Albany December 1999 - May 2000
Bankers Trust (now Deutsche Bank) 1999 - 2000
Merrill Lynch 1998 - 1999
Brown Bros. Harriman & Co. May 1995 - August 1998
Goldman Sachs & Co. July 1983 - May 1995
Morgan Stanley Smith Barney 1977 - 1983
Skills
Investment Advisory, Asset Managment, Hedge Funds, Wealth Management, Series 65, AML, Retirement Planning, FINRA, Capital Markets, Investment Strategies, ETFs, Retirement, Asset Allocation, Trading, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Strategic Financial..., Banking, Financial Markets, Asset Management, Financial Planning, Prime Brokerage, Relationship Management, Series 6
Education
Nyack College 1990 — 1994
BS, Org mangement
Charles Schwab September 2009 - Present
Charles Schwab September 2009 - April 2010
Wachovia Securities July 2000 - May 2009
First Albany December 1999 - May 2000
Bankers Trust (now Deutsche Bank) 1999 - 2000
Merrill Lynch 1998 - 1999
Brown Bros. Harriman & Co. May 1995 - August 1998
Goldman Sachs & Co. July 1983 - May 1995
Morgan Stanley Smith Barney 1977 - 1983
Skills
Investment Advisory, Asset Managment, Hedge Funds, Wealth Management, Series 65, AML, Retirement Planning, FINRA, Capital Markets, Investment Strategies, ETFs, Retirement, Asset Allocation, Trading, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Strategic Financial..., Banking, Financial Markets, Asset Management, Financial Planning, Prime Brokerage, Relationship Management, Series 6
Education
Nyack College 1990 — 1994
BS, Org mangement
John Laski John Laski's Merrill Lynch Experience 1990 - 1994
Job Professor at New Jersey City University
Industry Higher Education
Experience
New Jersey City University September 2005 - Present
Nyack College January 1999 - June 2010
Citicorp Investment Services 1994 - 1997
Merrill Lynch 1990 - 1994
UVA Machine Company, Bromma, Sweden 1987 - 1990
Marubeni Corporation 1981 - 1987
Brown & Sharpe 1980 - 1981
US Navy 1973 - 1980
Skills
Higher Education, Teaching, Curriculum Design, Curriculum Development, Educational Technology, Manufacturing Processes, Manufacturing Operations, Marksmanship, Firefighting, Firearms, Strategy, Strategic Consulting, Sales Engineering, Sales, Training Leadership, Training, Leadership, Leadership Management, Leadership Development, Internationalization, International Exchange, Equities, Equity Trading, FX Hedging, Finance, Financial Markets, Book Writing, Grant Writing, Consulting, Valuation, Business Valuation, DCF Valuation, Stock Valuation, Investment Valuation, Innovation Consulting, Innovation Management, Entrepreneurship, Entrepreneurial Finance, Transportation..., Program Development, Staff Development, Student Development, Resume Writing, Adult Education, Distance Learning, Instructional Design, Career Counseling, E-Learning, Charismatic Leadership
Education
Nova Southeastern University 1999 — 2002
Doctor of Business Administration, Finance and International Management
St. Thomas Aquinas 1997 — 1999
Master of Business Administration (MBA), Finance
Manufacturing Engineering Certification Institute 1981 — 1985
Certified Manufacturing Engineer, Manufacturing Systems
Salve Regina University 1974 — 1980
Associate of Science (AS), Criminal Justice
Nyack College
Bachelor of Science (BS), Organizational Management
New Jersey City University September 2005 - Present
Nyack College January 1999 - June 2010
Citicorp Investment Services 1994 - 1997
Merrill Lynch 1990 - 1994
UVA Machine Company, Bromma, Sweden 1987 - 1990
Marubeni Corporation 1981 - 1987
Brown & Sharpe 1980 - 1981
US Navy 1973 - 1980
Skills
Higher Education, Teaching, Curriculum Design, Curriculum Development, Educational Technology, Manufacturing Processes, Manufacturing Operations, Marksmanship, Firefighting, Firearms, Strategy, Strategic Consulting, Sales Engineering, Sales, Training Leadership, Training, Leadership, Leadership Management, Leadership Development, Internationalization, International Exchange, Equities, Equity Trading, FX Hedging, Finance, Financial Markets, Book Writing, Grant Writing, Consulting, Valuation, Business Valuation, DCF Valuation, Stock Valuation, Investment Valuation, Innovation Consulting, Innovation Management, Entrepreneurship, Entrepreneurial Finance, Transportation..., Program Development, Staff Development, Student Development, Resume Writing, Adult Education, Distance Learning, Instructional Design, Career Counseling, E-Learning, Charismatic Leadership
Education
Nova Southeastern University 1999 — 2002
Doctor of Business Administration, Finance and International Management
St. Thomas Aquinas 1997 — 1999
Master of Business Administration (MBA), Finance
Manufacturing Engineering Certification Institute 1981 — 1985
Certified Manufacturing Engineer, Manufacturing Systems
Salve Regina University 1974 — 1980
Associate of Science (AS), Criminal Justice
Nyack College
Bachelor of Science (BS), Organizational Management
Joseph Cruz's Merrill Lynch Experience 1995 - 2001
Job Senior IT Project Manager
Industry Information Technology and Services
Experience
Independent Consultant: September 2001 - Present
Hess Corporation March 2014 - June 2014
IBM / Natinal Grid May 2013 - December 2013
AIG 2012 - 2013
Kroll Ontrack 2011 - 2012
Wells Fargo 2010 - 2011
Time Warner Cable 2006 - 2009
IBM 2004 - 2006
ENT 2002 - 2004
Merrill Lynch 1995 - 2001
Skills
Many, MS Project Manager 2010, MS Office Suite,, MS Exchange servers..., SDLC, Software Project..., Requirements Analysis, Software Implementation, Enterprise Architecture, ITIL, Business Analysis, SharePoint, Business Process, Integration, Vendor Management, User Acceptance Testing, PMP, PMO, MS Project, Servers, Project Management, IT Strategy, Software Documentation, Active Directory, Change Management, IT Management, Windows Server, Hardware, Project Portfolio..., Data Center, Project Planning, System Administration, Troubleshooting, Enterprise Software, Testing, VMware ESX, Networking, Governance, Cisco Technologies, IT Service Management, Management, Databases, System Deployment, Program Management, Cloud Computing, SQL, Infrastructure, Business Intelligence, Security, Virtualization
Education
The University of Sheffield
Master of Business Administration (M.B.A.), Business Management
Nyack College
Bachelor's Degree, Computer Science
Queensborough Community College
Associate's Degree, Information Technology
Independent Consultant: September 2001 - Present
Hess Corporation March 2014 - June 2014
IBM / Natinal Grid May 2013 - December 2013
AIG 2012 - 2013
Kroll Ontrack 2011 - 2012
Wells Fargo 2010 - 2011
Time Warner Cable 2006 - 2009
IBM 2004 - 2006
ENT 2002 - 2004
Merrill Lynch 1995 - 2001
Skills
Many, MS Project Manager 2010, MS Office Suite,, MS Exchange servers..., SDLC, Software Project..., Requirements Analysis, Software Implementation, Enterprise Architecture, ITIL, Business Analysis, SharePoint, Business Process, Integration, Vendor Management, User Acceptance Testing, PMP, PMO, MS Project, Servers, Project Management, IT Strategy, Software Documentation, Active Directory, Change Management, IT Management, Windows Server, Hardware, Project Portfolio..., Data Center, Project Planning, System Administration, Troubleshooting, Enterprise Software, Testing, VMware ESX, Networking, Governance, Cisco Technologies, IT Service Management, Management, Databases, System Deployment, Program Management, Cloud Computing, SQL, Infrastructure, Business Intelligence, Security, Virtualization
Education
The University of Sheffield
Master of Business Administration (M.B.A.), Business Management
Nyack College
Bachelor's Degree, Computer Science
Queensborough Community College
Associate's Degree, Information Technology
Americo Torres Americo Torres's Merrill Lynch Experience September 1995 - May 1997
Job Director of Information Technology
Industry Information Technology and Services
Experience
NYC OCME April 2008 - Present
NYC Department of Environmental Protection 1996 - 2008
Merrill Lynch September 1995 - May 1997
Skills
Project Management, Organizational..., Counseling, Leadership Development, Technical Writing, Staff Development, Non-profits, Public Speaking, Training, Operations Management, Telecommunications, Business Strategy, IT Strategy, Troubleshooting, Customer Service, Microsoft Office, Psychotherapy, System Administration, New Business Development, Active Directory, Data Center, Government, Data Analysis, Contract Management, Nonprofits, Policy, Windows, Analysis, Networking, Administration, Microsoft Exchange, Strategy, Cross-functional Team..., Management, Program Management, Security
Education
Antioch School of Urban Ministries 2000 — 2015
Undergrad in Theological Studies, Theology/Theological Studies/Leadership, 3.3
Nyack College 2006 — 2007
Pending, Organizational Leadership, 3.0
Bronx Community College 1983 — 1985
Associates, Applied Computer Science; Computer Programming
NYC OCME April 2008 - Present
NYC Department of Environmental Protection 1996 - 2008
Merrill Lynch September 1995 - May 1997
Skills
Project Management, Organizational..., Counseling, Leadership Development, Technical Writing, Staff Development, Non-profits, Public Speaking, Training, Operations Management, Telecommunications, Business Strategy, IT Strategy, Troubleshooting, Customer Service, Microsoft Office, Psychotherapy, System Administration, New Business Development, Active Directory, Data Center, Government, Data Analysis, Contract Management, Nonprofits, Policy, Windows, Analysis, Networking, Administration, Microsoft Exchange, Strategy, Cross-functional Team..., Management, Program Management, Security
Education
Antioch School of Urban Ministries 2000 — 2015
Undergrad in Theological Studies, Theology/Theological Studies/Leadership, 3.3
Nyack College 2006 — 2007
Pending, Organizational Leadership, 3.0
Bronx Community College 1983 — 1985
Associates, Applied Computer Science; Computer Programming
Mario Norori Mario Norori's Merrill Lynch Experience 2005 - 2007
Job Accounting Professional
Industry Accounting
Experience
BankUnited 2010 - 2012
Mercantile Bank 2009 - 2010
Colonial Bank 2007 - 2009
Merrill Lynch 2005 - 2007
Northern Trust 2000 - 2005
Skills
Business Development, Member of AICPA, Finance, Due Diligence, Financial Analysis, Accounting, SEC filings, Tax, Cash Management, US GAAP, Financial Accounting
Education
Nova Southeastern University 2011 — 2013
Master of Accounting, Accounting
University of Florida 1994 — 1999
BankUnited 2010 - 2012
Mercantile Bank 2009 - 2010
Colonial Bank 2007 - 2009
Merrill Lynch 2005 - 2007
Northern Trust 2000 - 2005
Skills
Business Development, Member of AICPA, Finance, Due Diligence, Financial Analysis, Accounting, SEC filings, Tax, Cash Management, US GAAP, Financial Accounting
Education
Nova Southeastern University 2011 — 2013
Master of Accounting, Accounting
University of Florida 1994 — 1999
Nina Maloy Muller Nina Maloy Muller's Merrill Lynch Experience 1983 - 1998
Job Director of Development at North Shore Land Alliance
Industry Nonprofit Organization Management
Experience
North Shore Land Alliance January 2015 - Present
The Heckscher Museum of Art January 2010 - January 2015
Barbara Prey Studio May 2008 - January 2010
Merrill Lynch 1983 - 1998
Skills
Museums, Art, Promotions, Grant Writing, Non-profits, Social Media, Community Outreach, Public Relations, Editing, Event Management, History, Event Planning, Nonprofits, Strategy, Art History, Photography, Program Development, Newsletters, Sponsorship, Blogging, Press Releases, Fundraising, Research
Education
Notre Dame of Maryland University 1983 — 1985
BA, History
Pine Manor College 1981 — 1983
AA, Liberal Arts
North Shore Land Alliance January 2015 - Present
The Heckscher Museum of Art January 2010 - January 2015
Barbara Prey Studio May 2008 - January 2010
Merrill Lynch 1983 - 1998
Skills
Museums, Art, Promotions, Grant Writing, Non-profits, Social Media, Community Outreach, Public Relations, Editing, Event Management, History, Event Planning, Nonprofits, Strategy, Art History, Photography, Program Development, Newsletters, Sponsorship, Blogging, Press Releases, Fundraising, Research
Education
Notre Dame of Maryland University 1983 — 1985
BA, History
Pine Manor College 1981 — 1983
AA, Liberal Arts
Jami McCree's Merrill Lynch Experience September 2015 - Present
Job Compliance Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Raymond James Financial Inc. October 2014 - September 2015
Merrill Lynch June 2011 - October 2014
Memorial Health Care System January 2011 - April 2011
G4S Secure Solutions (USA) Inc. January 2010 - May 2010
Skills
Strategic Planning, Microsoft Excel, Marketing, Financial Analysis, PowerPoint, Customer Service, Process Improvement, Access, Budgets, Outlook, Microsoft Word, Market Research, Financial Modeling, Strategic Financial..., Analysis, Series 7, Accounting, Leadership, New Business Development, Public Speaking, Finance, Event Planning, Management
Education
Nova Southeastern University 2010 — 2011
MBA, Business Administration
Stetson University 2006 — 2009
Business Administration, Business & Business Law
Merrill Lynch September 2015 - Present
Raymond James Financial Inc. October 2014 - September 2015
Merrill Lynch June 2011 - October 2014
Memorial Health Care System January 2011 - April 2011
G4S Secure Solutions (USA) Inc. January 2010 - May 2010
Skills
Strategic Planning, Microsoft Excel, Marketing, Financial Analysis, PowerPoint, Customer Service, Process Improvement, Access, Budgets, Outlook, Microsoft Word, Market Research, Financial Modeling, Strategic Financial..., Analysis, Series 7, Accounting, Leadership, New Business Development, Public Speaking, Finance, Event Planning, Management
Education
Nova Southeastern University 2010 — 2011
MBA, Business Administration
Stetson University 2006 — 2009
Business Administration, Business & Business Law
Claudia Frere-Anderson's Merrill Lynch Experience October 1996 - May 1999
Job Director at University of Washington
Industry Higher Education
Experience
University of Washington January 2013 - Present
University of Washington April 2009 - December 2012
Independent consultancy July 2008 - April 2009
UniversalGiving July 2007 - June 2008
University of Nottingham, United Kingdom September 2006 - December 2007
VolunteerMatch June 2002 - June 2006
VolunteerMatch June 2000 - June 2002
RoweCom, Inc. May 1999 - June 2000
Merrill Lynch October 1996 - May 1999
Barclays Global Investors March 1995 - October 1996
Skills
Corporate Social..., Sustainability, Strategy, Program Management, Business Development, Leadership, Business Planning, Management, Marketing, Consulting, Product Marketing, Fundraising, Budgets, Project Management, Business Strategy
Education
University of Nottingham - Nottingham University Business School 2006 — 2007
MBA
University of San Francisco 1990 — 1994
BA
University of Washington January 2013 - Present
University of Washington April 2009 - December 2012
Independent consultancy July 2008 - April 2009
UniversalGiving July 2007 - June 2008
University of Nottingham, United Kingdom September 2006 - December 2007
VolunteerMatch June 2002 - June 2006
VolunteerMatch June 2000 - June 2002
RoweCom, Inc. May 1999 - June 2000
Merrill Lynch October 1996 - May 1999
Barclays Global Investors March 1995 - October 1996
Skills
Corporate Social..., Sustainability, Strategy, Program Management, Business Development, Leadership, Business Planning, Management, Marketing, Consulting, Product Marketing, Fundraising, Budgets, Project Management, Business Strategy
Education
University of Nottingham - Nottingham University Business School 2006 — 2007
MBA
University of San Francisco 1990 — 1994
BA
Ruth Valderrama's Merrill Lynch Experience January 1999 - February 2000
Job Sales Excutive The Harbour at Key International
Industry Real Estate
Experience
Key International September 2014 - Present
Dev Star Realty December 2013 - September 2014
Decorus Realty October 2011 - October 2013
Pulse International Realty November 2009 - September 2011
Interlink Group August 2006 - November 2009
Top Choice Media Group 2004 - 2007
Aames Home Loan April 2001 - June 2004
Household Finance January 2000 - April 2003
Merrill Lynch January 1999 - February 2000
Skills
Investment Properties, Short Sales, Investors, Foreclosures, Condos, REO, Real Estate, Mortgage Lending, Real Estate Transactions, Property Management, Sellers, Property, Sales, Relocation, FHA, Referrals, First Time Home Buyers, Negotiation, Buyer Representation, Residential Homes, Investments, Selling, Luxury, Single Family Homes, New Home Sales, Listings, Buyers, Real Property, New Homes, Rentals
Education
Nova Southeastern University 1997 — 1999
MBA, Finance
Key International September 2014 - Present
Dev Star Realty December 2013 - September 2014
Decorus Realty October 2011 - October 2013
Pulse International Realty November 2009 - September 2011
Interlink Group August 2006 - November 2009
Top Choice Media Group 2004 - 2007
Aames Home Loan April 2001 - June 2004
Household Finance January 2000 - April 2003
Merrill Lynch January 1999 - February 2000
Skills
Investment Properties, Short Sales, Investors, Foreclosures, Condos, REO, Real Estate, Mortgage Lending, Real Estate Transactions, Property Management, Sellers, Property, Sales, Relocation, FHA, Referrals, First Time Home Buyers, Negotiation, Buyer Representation, Residential Homes, Investments, Selling, Luxury, Single Family Homes, New Home Sales, Listings, Buyers, Real Property, New Homes, Rentals
Education
Nova Southeastern University 1997 — 1999
MBA, Finance
Jennifer Blackburn, MBA Jennifer Blackburn, MBA's Merrill Lynch Experience July 2014 - Present
Job Client Service Analyst I at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch May 2012 - July 2014
Merrill Lynch May 2010 - June 2012
Bank of America September 2008 - May 2010
Sonic Drive-In September 2004 - September 2008
Skills
Mutual Funds, Investments, Banking, Financial Analysis, Credit, Series 7, Relationship Management, Microsoft Excel, Finance, Customer Service, Wealth Management, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Series 63, Asset Allocation, Analysis, Access, Retirement Planning, Cash Management, Retail Banking, Securities, Alternative Investments, Retirement, Investment Banking, FINRA, Financial Services, Portfolio Management, Options, Competitive Analysis, Management, Fixed Income, Equities, Loans, Investment Management, Strategic Financial...
Education
Nova Southeastern University 2011 — 2014
Master of Business Administration (MBA), Management
University of North Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Merrill Lynch July 2014 - Present
Merrill Lynch May 2012 - July 2014
Merrill Lynch May 2010 - June 2012
Bank of America September 2008 - May 2010
Sonic Drive-In September 2004 - September 2008
Skills
Mutual Funds, Investments, Banking, Financial Analysis, Credit, Series 7, Relationship Management, Microsoft Excel, Finance, Customer Service, Wealth Management, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Series 63, Asset Allocation, Analysis, Access, Retirement Planning, Cash Management, Retail Banking, Securities, Alternative Investments, Retirement, Investment Banking, FINRA, Financial Services, Portfolio Management, Options, Competitive Analysis, Management, Fixed Income, Equities, Loans, Investment Management, Strategic Financial...
Education
Nova Southeastern University 2011 — 2014
Master of Business Administration (MBA), Management
University of North Florida 2006 — 2010
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Carolyn Hemphill, MBA Carolyn Hemphill, MBA's Merrill Lynch Experience 1980 - 1985
Job Owner/Associate Broker at Oakland Realtors, LLC
Industry Real Estate
Experience
Oakland Realtors, LLC October 2012 - Present
Max Broock/Real Estate One 2010 - October 2012
J.E. Hemphill Builders 1991 - 2010
Birmingham Bloomfield Investments Inc. 1985 - 1991
Merrill Lynch 1980 - 1985
Skills
Budgets, Negotiation, Customer Service, Sales, New Business Development, Contract Negotiation, First Time Home Buyers, Time Management, Property, Condos, Sellers, Referrals, Buyer Representation, Real Estate Transactions, Single Family Homes, Real Property
Education
Oakland University
MBA
University of Detroit Mercy
B.A., Business Management
Oakland Realtors, LLC October 2012 - Present
Max Broock/Real Estate One 2010 - October 2012
J.E. Hemphill Builders 1991 - 2010
Birmingham Bloomfield Investments Inc. 1985 - 1991
Merrill Lynch 1980 - 1985
Skills
Budgets, Negotiation, Customer Service, Sales, New Business Development, Contract Negotiation, First Time Home Buyers, Time Management, Property, Condos, Sellers, Referrals, Buyer Representation, Real Estate Transactions, Single Family Homes, Real Property
Education
Oakland University
MBA
University of Detroit Mercy
B.A., Business Management
Alexandra Browne's Merrill Lynch Experience 1998 - 2000
Job Marketing, Florida Construction Management at Johnson, Mirmiran & Thompson
Industry Civil Engineering
Experience
Johnson, Mirmiran & Thompson March 2014 - Present
GBF Engineering, A JMT Division February 2009 - March 2014
GBF Engineering Inc February 2009 - June 2012
EAC Consulting, Inc. February 2003 - January 2009
PA Consulting Group 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Microsoft Office, Proposal Writing, Microsoft Excel, PowerPoint, Business Development, Microsoft Word, Marketing, Management, Contract Management, New Business Development, Marketing Communications, Strategic Partnerships, Market Analysis, Marketing Strategy, Contract Negotiation, Market Research, Advertising, Public Relations, Highways, Strategic Planning, Civil Engineering, Product Marketing, Construction Management, Social Media Marketing, Online Marketing, Marketing Management, Leadership, Email Marketing, Strategy
Education
Nova Southeastern University 2002 — 2005
MBA
St. Joseph's Convent 1986 — 1993
Languages, English Literature (British and Commonwealth), French, Spanish
Johnson, Mirmiran & Thompson March 2014 - Present
GBF Engineering, A JMT Division February 2009 - March 2014
GBF Engineering Inc February 2009 - June 2012
EAC Consulting, Inc. February 2003 - January 2009
PA Consulting Group 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
Microsoft Office, Proposal Writing, Microsoft Excel, PowerPoint, Business Development, Microsoft Word, Marketing, Management, Contract Management, New Business Development, Marketing Communications, Strategic Partnerships, Market Analysis, Marketing Strategy, Contract Negotiation, Market Research, Advertising, Public Relations, Highways, Strategic Planning, Civil Engineering, Product Marketing, Construction Management, Social Media Marketing, Online Marketing, Marketing Management, Leadership, Email Marketing, Strategy
Education
Nova Southeastern University 2002 — 2005
MBA
St. Joseph's Convent 1986 — 1993
Languages, English Literature (British and Commonwealth), French, Spanish
Russell Coy-Burt Russell Coy-Burt's Merrill Lynch Experience August 2001 - August 2003
Job Management Professional
Industry Financial Services
Experience
Wachovia Securities Financial Network 2007 - 2008
UBS February 2004 - September 2006
UBS January 2003 - February 2004
Merrill Lynch August 2001 - August 2003
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1997 - April 1999
Merrill Lynch April 1996 - April 1997
Merrill Lynch February 1992 - April 1996
Royal Air Force October 1975 - March 1992
Skills
Wealth Management, Series 7, Alternative Investments, Risk Management, Portfolio Management, Investment Strategies, Financial Analysis, Series 63, Six Sigma Black Belt, Fixed Income, Equities, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Insurance, Life Insurance, Securities, FINRA, Mutual Funds, Hedge Funds, Asset Allocation, Options, Investment Advisory, Finance, Series 65, Asset Management, Financial Services
Education
Northwood University - Richard DeVos Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Wachovia Securities Financial Network 2007 - 2008
UBS February 2004 - September 2006
UBS January 2003 - February 2004
Merrill Lynch August 2001 - August 2003
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1997 - April 1999
Merrill Lynch April 1996 - April 1997
Merrill Lynch February 1992 - April 1996
Royal Air Force October 1975 - March 1992
Skills
Wealth Management, Series 7, Alternative Investments, Risk Management, Portfolio Management, Investment Strategies, Financial Analysis, Series 63, Six Sigma Black Belt, Fixed Income, Equities, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Insurance, Life Insurance, Securities, FINRA, Mutual Funds, Hedge Funds, Asset Allocation, Options, Investment Advisory, Finance, Series 65, Asset Management, Financial Services
Education
Northwood University - Richard DeVos Graduate School of Management 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Briant Sikorski Briant Sikorski's Merrill Lynch Experience April 2008 - December 2012
Job Financial Advisor, AAMS, CRPS, MBA at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners December 2012 - Present
Merrill Lynch April 2008 - December 2012
Edward Jones August 2002 - April 2008
CEO Partnerships, LLC January 2001 - July 2002
Analysts International July 2000 - May 2002
Keane January 1989 - December 1999
Contel January 1988 - December 1988
Digital Equipment Corporation January 1987 - December 1987
Electronic Data Systems January 1985 - December 1986
General Motors October 1982 - December 1984
Skills
IRA's, Rollovers, Retirement, Roth IRA, 401k, Annuities, Retirement Planning, Long Term Care, Mutual Funds, Wealth Accumulation, Investments, SEP, Pensions, Insurance Planning, Savings, Annuity, Wealth Management, Profit Sharing, 401k Rollovers, Financial Planning, Defined Benefit, Wealth, 529 Plans, Wealth Transfer, IRAs, Fixed Annuities, Long-term Care, Strategic Financial...
Education
Oakland University 1981 — 1987
MBA, Business
University of Michigan 1973 — 1977
B.S., Biochemistry
Stratos Wealth Partners December 2012 - Present
Merrill Lynch April 2008 - December 2012
Edward Jones August 2002 - April 2008
CEO Partnerships, LLC January 2001 - July 2002
Analysts International July 2000 - May 2002
Keane January 1989 - December 1999
Contel January 1988 - December 1988
Digital Equipment Corporation January 1987 - December 1987
Electronic Data Systems January 1985 - December 1986
General Motors October 1982 - December 1984
Skills
IRA's, Rollovers, Retirement, Roth IRA, 401k, Annuities, Retirement Planning, Long Term Care, Mutual Funds, Wealth Accumulation, Investments, SEP, Pensions, Insurance Planning, Savings, Annuity, Wealth Management, Profit Sharing, 401k Rollovers, Financial Planning, Defined Benefit, Wealth, 529 Plans, Wealth Transfer, IRAs, Fixed Annuities, Long-term Care, Strategic Financial...
Education
Oakland University 1981 — 1987
MBA, Business
University of Michigan 1973 — 1977
B.S., Biochemistry
Gina Kleynerman's Merrill Lynch Experience January 2000 - January 2001
Job Banking
Industry Banking
Experience
Citi June 2013 - Present
Citi June 2013 - Present
Bank United January 2010 - February 2011
Bank of America January 2001 - January 2002
Merrill Lynch January 2000 - January 2001
Skills
Finance, Banking, Sales, Financial Services, Customer Service, CRM, Accounting, Access, Mutual Funds, Time Management, Retirement, Small Business
Education
Nova South Eastern University
B.A, Business Administration and Finance
Nova Southeastern University
BS, Business Admin
Citi June 2013 - Present
Citi June 2013 - Present
Bank United January 2010 - February 2011
Bank of America January 2001 - January 2002
Merrill Lynch January 2000 - January 2001
Skills
Finance, Banking, Sales, Financial Services, Customer Service, CRM, Accounting, Access, Mutual Funds, Time Management, Retirement, Small Business
Education
Nova South Eastern University
B.A, Business Administration and Finance
Nova Southeastern University
BS, Business Admin
Maureen Golab Maureen Golab's Merrill Lynch Experience April 2012 - April 2013
Job Program Management Executive at Bank of America
Industry Financial Services
Experience
Bank of America April 2013 - Present
Merrill Lynch April 2012 - April 2013
Bank of America 2009 - 2012
Bank of America 2007 - 2009
LaSalle Bank 2002 - August 2007
Michigan National Bank 2000 - 2002
Michigan National Bank 1986 - 2000
Skills
Banking, Change Management, Financial Services, Program Management, Strategic Financial..., Wealth Management, Investments, PMO, Risk Management
Education
Oakland University
Bank of America April 2013 - Present
Merrill Lynch April 2012 - April 2013
Bank of America 2009 - 2012
Bank of America 2007 - 2009
LaSalle Bank 2002 - August 2007
Michigan National Bank 2000 - 2002
Michigan National Bank 1986 - 2000
Skills
Banking, Change Management, Financial Services, Program Management, Strategic Financial..., Wealth Management, Investments, PMO, Risk Management
Education
Oakland University
Sheryl Liskiewicz's Merrill Lynch Experience February 2000 - January 2003
Job Senior Registered Client Associate; The Cooper Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2009 - March 2013
Citigroup Global Markets January 2007 - June 2009
UBS Financial Services January 2004 - January 2007
Merrill Lynch February 2000 - January 2003
Banc One Securities April 1999 - September 1999
Skills
Series 7, Series 63, Life Insurance, Trading, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Securities, Series 65, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds
Education
Wayne State University
Business
Oakland Community College
Business
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2009 - March 2013
Citigroup Global Markets January 2007 - June 2009
UBS Financial Services January 2004 - January 2007
Merrill Lynch February 2000 - January 2003
Banc One Securities April 1999 - September 1999
Skills
Series 7, Series 63, Life Insurance, Trading, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Securities, Series 65, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds
Education
Wayne State University
Business
Oakland Community College
Business
Jonathan Weinsoff Deleo Jonathan Weinsoff Deleo's Merrill Lynch Experience November 2013 - September 2014
Job Student at University of ConnecticutStamford
Industry Financial Services
Experience
Deloitte April 2015 - Present
Greenwich Associates January 2015 - April 2015
Jonathan Adler November 2014 - April 2015
Merrill Lynch November 2013 - September 2014
West Elm December 2011 - October 2012
Garavel Chrysler, Jeep, Dodge, Ram April 2011 - August 2011
Skills
Automobile, Marketing Strategy, Microsoft Excel, Marketing, Sales, Customer Satisfaction, Public Speaking, Social Media
Education
University of Connecticut-Stamford 2012 — 2015
Bachelor's degree, Economics
Norwalk Community College 2010 — 2012
Associate of Science (A.S.), General Studies
Deloitte April 2015 - Present
Greenwich Associates January 2015 - April 2015
Jonathan Adler November 2014 - April 2015
Merrill Lynch November 2013 - September 2014
West Elm December 2011 - October 2012
Garavel Chrysler, Jeep, Dodge, Ram April 2011 - August 2011
Skills
Automobile, Marketing Strategy, Microsoft Excel, Marketing, Sales, Customer Satisfaction, Public Speaking, Social Media
Education
University of Connecticut-Stamford 2012 — 2015
Bachelor's degree, Economics
Norwalk Community College 2010 — 2012
Associate of Science (A.S.), General Studies
Sandra McConnell's Merrill Lynch Experience April 2012 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Life Sounds LLC February 2010 - April 2012
Lakes Management dba The Purple Heart January 2009 - February 2010
Applied Benefit Strategies January 2007 - August 2008
Additional Sales Experience 1985 - 2006
Additional Managerial Experience 1981 - 1984
Additional Media Experience 1978 - 1981
Skills
Microsoft Office, Microsoft Excel, Salesforce.com, Document Review, Customer Satisfaction, Executive Support, Office Administration, Database Administration, Marketing Strategy, PowerPoint, Peachtree, Public Speaking, Customer Service, Social Media, Leadership
Education
Walsh College 2015 — 2018
Master of Science, Finance candidate
Oakland Community College
Associate of Arts, Fine Arts, Summa Cum Laude
Wayne State University
Bachelor of Arts, Mass Communication, Journalism
Merrill Lynch April 2012 - Present
Life Sounds LLC February 2010 - April 2012
Lakes Management dba The Purple Heart January 2009 - February 2010
Applied Benefit Strategies January 2007 - August 2008
Additional Sales Experience 1985 - 2006
Additional Managerial Experience 1981 - 1984
Additional Media Experience 1978 - 1981
Skills
Microsoft Office, Microsoft Excel, Salesforce.com, Document Review, Customer Satisfaction, Executive Support, Office Administration, Database Administration, Marketing Strategy, PowerPoint, Peachtree, Public Speaking, Customer Service, Social Media, Leadership
Education
Walsh College 2015 — 2018
Master of Science, Finance candidate
Oakland Community College
Associate of Arts, Fine Arts, Summa Cum Laude
Wayne State University
Bachelor of Arts, Mass Communication, Journalism
Gabriel Ibars's Merrill Lynch Experience June 2010 - August 2010
Job Staff Accountant at CBAJ
Industry Accounting
Experience
Cbaj June 2013 - Present
Arredo Italiano September 2012 - June 2013
Marcum LLP January 2012 - May 2012
CareCloud June 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Fluent in french, QuickBooks, Microsoft Office, Go-systems tax software, Sax Tax, Bookkeeping, Payroll, Account Reconciliation, Tax, Journal Entries, Payroll Taxes, Tax Returns, Corporate Tax, Accounting, Auditing, External Audit, Finance, Financial Statements
Education
Nova Southeastern University 2012 — 2014
Master's degree, Accounting
Loyola University New Orleans 2007 — 2011
Bachelor's degree, Accounting
Cbaj June 2013 - Present
Arredo Italiano September 2012 - June 2013
Marcum LLP January 2012 - May 2012
CareCloud June 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Fluent in french, QuickBooks, Microsoft Office, Go-systems tax software, Sax Tax, Bookkeeping, Payroll, Account Reconciliation, Tax, Journal Entries, Payroll Taxes, Tax Returns, Corporate Tax, Accounting, Auditing, External Audit, Finance, Financial Statements
Education
Nova Southeastern University 2012 — 2014
Master's degree, Accounting
Loyola University New Orleans 2007 — 2011
Bachelor's degree, Accounting
Michele Zambelli's Merrill Lynch Experience February 2015 - Present
Job The Davis Group of Merrill Lynch Business Management
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
SumTotal Systems November 2011 - January 2015
University of Florida February 2010 - November 2011
Northend Homeland August 2001 - January 2010
Nortel Networks March 1988 - July 2001
Metro Media Long Distance September 1986 - January 1988
Skills
Recruiting, Process Improvement, PeopleSoft, Project Management, Human Resources
Education
Nova Southeastern University 1989 — 1993
Bachelor of Science, Business Management and Human Resource Management
Merrill Lynch February 2015 - Present
SumTotal Systems November 2011 - January 2015
University of Florida February 2010 - November 2011
Northend Homeland August 2001 - January 2010
Nortel Networks March 1988 - July 2001
Metro Media Long Distance September 1986 - January 1988
Skills
Recruiting, Process Improvement, PeopleSoft, Project Management, Human Resources
Education
Nova Southeastern University 1989 — 1993
Bachelor of Science, Business Management and Human Resource Management
Viktoria Bunkovsky, MBA Viktoria Bunkovsky, MBA's Merrill Lynch Experience May 2004 - August 2004
Job Financial Services
Industry Financial Services
Experience
AXA Equitable May 2012 - Present
New York Life Insurance Company December 2011 - May 2012
AXA Advisors May 2006 - August 2011
Merrill Lynch May 2004 - August 2004
Skills
Financial Services, Customer Service, Marketing, Investments, Customer Satisfaction, Customer Retention, Microsoft Office, Marketing Communications, Case Management, Sales Operations, Financial Planning, Leadership Development, New Business Development, Sales Support, Series 7, series 66
Education
Nova Southeastern University 2008 — 2010
MBA
University of Tampa 2002 — 2005
Bachelor's of Science, Marketing
AXA Equitable May 2012 - Present
New York Life Insurance Company December 2011 - May 2012
AXA Advisors May 2006 - August 2011
Merrill Lynch May 2004 - August 2004
Skills
Financial Services, Customer Service, Marketing, Investments, Customer Satisfaction, Customer Retention, Microsoft Office, Marketing Communications, Case Management, Sales Operations, Financial Planning, Leadership Development, New Business Development, Sales Support, Series 7, series 66
Education
Nova Southeastern University 2008 — 2010
MBA
University of Tampa 2002 — 2005
Bachelor's of Science, Marketing
Jessica Malen's Merrill Lynch Experience September 2009 - December 2012
Job Writer, Creative Team at Asset Health
Industry Marketing and Advertising
Experience
Asset Health August 2015 - Present
ReHab Magazine September 2013 - Present
Professional Educational Services Group, LLC October 2014 - June 2015
Grey Wolfe Publishing, LLC. June 2014 - June 2015
Oakland University September 2010 - May 2015
Birmingham Bloomfield Chamber January 2014 - March 2014
Merrill Lynch September 2009 - December 2012
Skills
Social Media Marketing, SEO, SEO Copywriting, Copy Editing, Editing, Creative Writing, Publishing, Magazines, Blogging, English Literature, English grammar, Travel, Teaching, English Composition, Microsoft Applications, Cooking, Art History, European History, Italian languages, AP Style, Music Journalism, Feature Articles, Pop Culture, Travel Writing, Professional Writing, Magazine Articles, Fashion Blogging, Pinterest, Text Editing, Social Media Outreach, Poetry, Proofreading, Instagram, Fashion Writing, Web Editing, Grammar, Marketing, Copywriting, Twitter Marketing, Facebook Marketing, Linkedin Marketing, Blog Marketing, Social Media Blogging, News Writing
Education
Oakland University 2010 — 2015
Bachelor's Degree, Communication, Journalism, and Related Programs, 3.8
Interlochen Center for the Arts 2012 — 2012
Creative Writing, Creative Writing
Seaholm High School 2006 — 2010
Asset Health August 2015 - Present
ReHab Magazine September 2013 - Present
Professional Educational Services Group, LLC October 2014 - June 2015
Grey Wolfe Publishing, LLC. June 2014 - June 2015
Oakland University September 2010 - May 2015
Birmingham Bloomfield Chamber January 2014 - March 2014
Merrill Lynch September 2009 - December 2012
Skills
Social Media Marketing, SEO, SEO Copywriting, Copy Editing, Editing, Creative Writing, Publishing, Magazines, Blogging, English Literature, English grammar, Travel, Teaching, English Composition, Microsoft Applications, Cooking, Art History, European History, Italian languages, AP Style, Music Journalism, Feature Articles, Pop Culture, Travel Writing, Professional Writing, Magazine Articles, Fashion Blogging, Pinterest, Text Editing, Social Media Outreach, Poetry, Proofreading, Instagram, Fashion Writing, Web Editing, Grammar, Marketing, Copywriting, Twitter Marketing, Facebook Marketing, Linkedin Marketing, Blog Marketing, Social Media Blogging, News Writing
Education
Oakland University 2010 — 2015
Bachelor's Degree, Communication, Journalism, and Related Programs, 3.8
Interlochen Center for the Arts 2012 — 2012
Creative Writing, Creative Writing
Seaholm High School 2006 — 2010
Michael Kuligowski, MBA Michael Kuligowski, MBA's Merrill Lynch Experience April 2013 - September 2013
Job Entrepreneur
Industry Financial Services
Experience
Comfort Keepers September 2013 - Present
Merrill Lynch April 2013 - September 2013
Scottrade Financial Services January 2009 - March 2013
UBS Financial Services July 2008 - December 2008
J.D. Power and Associates June 2007 - January 2008
Skills
Series 7, Series 63, FINRA, ETFs, Uniform Combined State..., Securities, Mutual Funds, Equities, Equity Trading, Options, Fixed Income, Bonds, Wealth Management, Investments, Asset Allocation, Securities Trading, Fixed Income Trading, REITs, Financial Advisory, Trading, Derivatives, Investment Advisory, Investment Strategies
Education
Walsh College 2010 — 2012
Master of Business Administration (MBA), International Business
Oakland University 2007 — 2009
Bachelor of Science (B.S.), Finance
Comfort Keepers September 2013 - Present
Merrill Lynch April 2013 - September 2013
Scottrade Financial Services January 2009 - March 2013
UBS Financial Services July 2008 - December 2008
J.D. Power and Associates June 2007 - January 2008
Skills
Series 7, Series 63, FINRA, ETFs, Uniform Combined State..., Securities, Mutual Funds, Equities, Equity Trading, Options, Fixed Income, Bonds, Wealth Management, Investments, Asset Allocation, Securities Trading, Fixed Income Trading, REITs, Financial Advisory, Trading, Derivatives, Investment Advisory, Investment Strategies
Education
Walsh College 2010 — 2012
Master of Business Administration (MBA), International Business
Oakland University 2007 — 2009
Bachelor of Science (B.S.), Finance
Grace Bobo's Merrill Lynch Experience January 2013 - September 2013
Job Payroll & Accounts Payable Assistant at KemTec
Industry Financial Services
Experience
Kem-Tec March 2014 - Present
Fox Meadow Farm July 2012 - Present
Merrill Lynch January 2013 - September 2013
Merrill Lynch January 2012 - December 2012
J. Healan Baker Insurance Agency June 2010 - December 2010
AmberWay Equine Solutions June 2009 - August 2010
Skills
Proficient in Microsoft..., Proficient in Mac OS, English, French, Financial Analysis, Accounting, Corporate Finance, Teamwork
Education
Oakland University 2009 — 2013
Bachelor of Science and Business Administration, Finance
Troy HIgh School 2005 — 2009
High School Diploma
Kem-Tec March 2014 - Present
Fox Meadow Farm July 2012 - Present
Merrill Lynch January 2013 - September 2013
Merrill Lynch January 2012 - December 2012
J. Healan Baker Insurance Agency June 2010 - December 2010
AmberWay Equine Solutions June 2009 - August 2010
Skills
Proficient in Microsoft..., Proficient in Mac OS, English, French, Financial Analysis, Accounting, Corporate Finance, Teamwork
Education
Oakland University 2009 — 2013
Bachelor of Science and Business Administration, Finance
Troy HIgh School 2005 — 2009
High School Diploma
Roy Gambella Roy Gambella's Merrill Lynch Experience 1983 - 1989
Job Self Employed, Trader
Industry Investment Management
Experience
Self employed April 2014 - Present
GAM Options Inc. August 1999 - March 2014
M. Solazzo Trading 1996 - 1999
ICAP 1993 - 1996
Raffery Associates 1989 - 1993
Merrill Lynch 1983 - 1989
Skills
Trading Systems, Options, Asset Managment, Commodity, Financial Markets, Petroleum, Hedging, Trading Strategies, Trading, NYMEX, Equities, Derivatives, Risk Management, Financial Modeling, Energy, Investments, Natural Gas, Commodity Markets, Technical Analysis, Electronic Trading, Bloomberg, Hedge Funds, Portfolio Management
Education
Norwich University 1979 — 1983
Bachelor of Science, Business Administration
Self employed April 2014 - Present
GAM Options Inc. August 1999 - March 2014
M. Solazzo Trading 1996 - 1999
ICAP 1993 - 1996
Raffery Associates 1989 - 1993
Merrill Lynch 1983 - 1989
Skills
Trading Systems, Options, Asset Managment, Commodity, Financial Markets, Petroleum, Hedging, Trading Strategies, Trading, NYMEX, Equities, Derivatives, Risk Management, Financial Modeling, Energy, Investments, Natural Gas, Commodity Markets, Technical Analysis, Electronic Trading, Bloomberg, Hedge Funds, Portfolio Management
Education
Norwich University 1979 — 1983
Bachelor of Science, Business Administration
Jeremy Niederstadt's Merrill Lynch Experience April 2000 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Saint Mary's College of California August 2005 - Present
Merrill Lynch April 2000 - Present
Raymond James November 1997 - April 2000
Education
Oakland University 1992 — 1997
Bachelor of Science, Finance
Saint Mary's College of California August 2005 - Present
Merrill Lynch April 2000 - Present
Raymond James November 1997 - April 2000
Education
Oakland University 1992 — 1997
Bachelor of Science, Finance
Kate Vlasovskaya's Merrill Lynch Experience August 2010 - December 2010
Job Business Management Associate at Jefferies
Industry Financial Services
Experience
Jefferies June 2015 - Present
BNY Mellon February 2013 - June 2015
Maritime Capital,LLC March 2011 - October 2012
Merrill Lynch August 2010 - December 2010
Education
NYU School of Professional Studies
Certificate in Global Affairs
Pace University - Pforzheimer Honors College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
European Business School (EBS) - London 2008 — 2008
semester abroad
Jefferies June 2015 - Present
BNY Mellon February 2013 - June 2015
Maritime Capital,LLC March 2011 - October 2012
Merrill Lynch August 2010 - December 2010
Education
NYU School of Professional Studies
Certificate in Global Affairs
Pace University - Pforzheimer Honors College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
European Business School (EBS) - London 2008 — 2008
semester abroad
Valeska Roberts's Merrill Lynch Experience January 2004 - August 2004
Job Sales Manager at MedPro Staffing
Industry Staffing and Recruiting
Experience
MedPro Staffing April 2014 - Present
Parallon Workforce Solutions/ HCA Healthcare September 2004 - March 2014
Merrill Lynch January 2004 - August 2004
AMN Healthcare April 1998 - December 2003
Skills
DDI CUSTOMER SERVICE, Customer Relations, Social Media Marketing, Customer Satisfaction, Cold Calling, Account Management, Healthcare, Sourcing, Talent Acquisition, Recruiting, Contract Negotiation, New Business Development, Salesforce.com, Team Building, Employee Relations, Coaching, Management, Applicant Tracking..., Training, Leadership, Hospitals, Hiring, Sales, Human Resources, Temporary Placement, Sales Operations, Interviews, Strategic Planning, Managed Care, Leadership Development, Temporary Staffing, Talent Management, Technical Recruiting, Marketing, Process Improvement, Staffing Services, Building Relationships, Change Management, Marketing Strategy, PowerPoint, Business Strategy, Contract Recruitment, Sales Process, Business Analysis, Marketing Communications, Resume Writing, Customer Service, Healthcare Management, Time Management, Internet Recruiting
Education
Nova Southeastern University 2003 — 2006
BA, Marketing and Leadership
MedPro Staffing April 2014 - Present
Parallon Workforce Solutions/ HCA Healthcare September 2004 - March 2014
Merrill Lynch January 2004 - August 2004
AMN Healthcare April 1998 - December 2003
Skills
DDI CUSTOMER SERVICE, Customer Relations, Social Media Marketing, Customer Satisfaction, Cold Calling, Account Management, Healthcare, Sourcing, Talent Acquisition, Recruiting, Contract Negotiation, New Business Development, Salesforce.com, Team Building, Employee Relations, Coaching, Management, Applicant Tracking..., Training, Leadership, Hospitals, Hiring, Sales, Human Resources, Temporary Placement, Sales Operations, Interviews, Strategic Planning, Managed Care, Leadership Development, Temporary Staffing, Talent Management, Technical Recruiting, Marketing, Process Improvement, Staffing Services, Building Relationships, Change Management, Marketing Strategy, PowerPoint, Business Strategy, Contract Recruitment, Sales Process, Business Analysis, Marketing Communications, Resume Writing, Customer Service, Healthcare Management, Time Management, Internet Recruiting
Education
Nova Southeastern University 2003 — 2006
BA, Marketing and Leadership
Nicholas Klanke's Merrill Lynch Experience October 2013 - December 2013
Job Junior Broker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors September 2014 - May 2015
T-Systems January 2014 - March 2014
Merrill Lynch October 2013 - December 2013
J.D. Power February 2013 - October 2013
Skills
Data Analysis, PowerPoint, Microsoft Excel, Public Speaking, Leadership, Teamwork, Event Planning, Social Networking
Education
Oakland University 2010 — 2015
Bachelor’s Degree, Finance, General
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors September 2014 - May 2015
T-Systems January 2014 - March 2014
Merrill Lynch October 2013 - December 2013
J.D. Power February 2013 - October 2013
Skills
Data Analysis, PowerPoint, Microsoft Excel, Public Speaking, Leadership, Teamwork, Event Planning, Social Networking
Education
Oakland University 2010 — 2015
Bachelor’s Degree, Finance, General
Jeremy Pawlak Jeremy Pawlak's Merrill Lynch Experience April 2013 - Present
Job Registered Client Associate CFP® CRPC®
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Aj's Tumbling July 2009 - Present
USA Gymnastics November 2005 - Present
Bank of America Merrill Lynch June 2011 - March 2013
Harris Bank February 2011 - May 2011
Skills
Risk Management, Banking, Investments, Financial Services, Finance, Strategy, Strategic Planning, Training, Financial Risk, Series 7, Mutual Funds, Securities, Wealth Management, Customer Service, PowerPoint, Microsoft Office, Portfolio Management, Retirement Planning, Mortgage Lending, Asset Allocation, Insurance, Financial Advisory, Financial Analysis, Retirement, Financial Planning
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2009
Bachelor's, Finance
Merrill Lynch April 2013 - Present
Aj's Tumbling July 2009 - Present
USA Gymnastics November 2005 - Present
Bank of America Merrill Lynch June 2011 - March 2013
Harris Bank February 2011 - May 2011
Skills
Risk Management, Banking, Investments, Financial Services, Finance, Strategy, Strategic Planning, Training, Financial Risk, Series 7, Mutual Funds, Securities, Wealth Management, Customer Service, PowerPoint, Microsoft Office, Portfolio Management, Retirement Planning, Mortgage Lending, Asset Allocation, Insurance, Financial Advisory, Financial Analysis, Retirement, Financial Planning
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2009
Bachelor's, Finance
Christopher Musto Christopher Musto's Merrill Lynch Experience 2013 - 2014
Job Financial Specialist at PNC Bank
Industry Financial Services
Experience
PNC Bank May 2014 - Present
. November 2013 - Present
Merrill Lynch 2013 - 2014
UBS November 2011 - November 2013
Raymond James Financial Inc. September 2010 - November 2011
BankAtlantic June 2009 - May 2010
Wells Fargo September 2002 - December 2008
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1995 — 1997
Bachelor of Science (B.S.), Finance, General
Palm Beach Community College 1993 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
Midview High School 1989 — 1993
diploma, Architecture
PNC Bank May 2014 - Present
. November 2013 - Present
Merrill Lynch 2013 - 2014
UBS November 2011 - November 2013
Raymond James Financial Inc. September 2010 - November 2011
BankAtlantic June 2009 - May 2010
Wells Fargo September 2002 - December 2008
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of South Florida 1995 — 1997
Bachelor of Science (B.S.), Finance, General
Palm Beach Community College 1993 — 1995
Associate of Arts (A.A.), Business Administration and Management, General
Midview High School 1989 — 1993
diploma, Architecture
Vasiva Muso Vasiva Muso's Merrill Lynch Experience September 2010 - December 2010
Job Global Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Boxford House of Pizza January 2003 - Present
Maria's Place Restaurant May 2002 - Present
Citi May 2013 - March 2014
Merrill Lynch September 2010 - December 2010
Skills
A young professional...
Education
Nova Southeastern University 2012 — 2013
Master's degree, Finance, 3.82 out of 4.0
Suffolk University 2007 — 2010
Bachelor, Science Business administration; finance
Suffolk University - Sawyer School of Management 2007 — 2010
Bachelors degree, Finance
Boxford House of Pizza January 2003 - Present
Maria's Place Restaurant May 2002 - Present
Citi May 2013 - March 2014
Merrill Lynch September 2010 - December 2010
Skills
A young professional...
Education
Nova Southeastern University 2012 — 2013
Master's degree, Finance, 3.82 out of 4.0
Suffolk University 2007 — 2010
Bachelor, Science Business administration; finance
Suffolk University - Sawyer School of Management 2007 — 2010
Bachelors degree, Finance
James A Russo James A Russo's Merrill Lynch Experience 1991 - 1998
Job SVP, Supplier Governance and Resource Strategy at Citi
Industry Outsourcing/Offshoring
Experience
Citi January 2015 - Present
PwC 2005 - January 2015
Ernst & Young 1998 - August 2004
Merrill Lynch 1991 - 1998
Skills
Global Business Services, Business Transformation, Value Stream Mapping, Strategic Sourcing, BPO, IT Outsourcing, Business Innovation, Strategy, Outsourcing, Contract Negotiation, Global Sourcing, IT Strategy, Program Management, Procurement, Contract Management, Process Improvement, Business Process..., Sourcing, Optimization, Stakeholder Management, Leadership, Risk Management, Consulting, Management Consulting, Change Management, Vendor Management, Business Analysis, Management, Business Process, Governance, Analysis, Information Technology, Strategic Planning
Education
Nyack College 1990 — 1993
Bachelors of Science, Business-Organizational Management
Citi January 2015 - Present
PwC 2005 - January 2015
Ernst & Young 1998 - August 2004
Merrill Lynch 1991 - 1998
Skills
Global Business Services, Business Transformation, Value Stream Mapping, Strategic Sourcing, BPO, IT Outsourcing, Business Innovation, Strategy, Outsourcing, Contract Negotiation, Global Sourcing, IT Strategy, Program Management, Procurement, Contract Management, Process Improvement, Business Process..., Sourcing, Optimization, Stakeholder Management, Leadership, Risk Management, Consulting, Management Consulting, Change Management, Vendor Management, Business Analysis, Management, Business Process, Governance, Analysis, Information Technology, Strategic Planning
Education
Nyack College 1990 — 1993
Bachelors of Science, Business-Organizational Management
Noelle Brillembourg's Merrill Lynch Experience August 2014 - June 2015
Job Independent Art Seller at Otracosa Disenos by Betti Brillembourg Digital Artist
Industry Financial Services
Experience
Merrill Lynch August 2014 - June 2015
Skills
Strategic Planning, Marketing, Budgets, Business Development, Microsoft Office, Marketing Strategy, Customer Service, Business Planning, Negotiation, Real Estate, Market Research, Small Business, Microsoft Excel, Banking, Portfolio Management, Investments, Management Consulting, Event Management, Social Media Marketing, Social Media, Internet strategy..., Financial Services, Interactive Marketing, House Management, Rentals, Volunteering, Multi Tasking, International Business, International Relations, Investment Banking, Document Management, Business Strategy, Management, Leadership, Project Management, Public Relations, Connectors, Social Networking
Education
Nova Southeastern University 2015 — 2019
MIBA
Nova Southeastern University
Bachelor of Science (BS), Psychology
los campitos
Merrill Lynch August 2014 - June 2015
Skills
Strategic Planning, Marketing, Budgets, Business Development, Microsoft Office, Marketing Strategy, Customer Service, Business Planning, Negotiation, Real Estate, Market Research, Small Business, Microsoft Excel, Banking, Portfolio Management, Investments, Management Consulting, Event Management, Social Media Marketing, Social Media, Internet strategy..., Financial Services, Interactive Marketing, House Management, Rentals, Volunteering, Multi Tasking, International Business, International Relations, Investment Banking, Document Management, Business Strategy, Management, Leadership, Project Management, Public Relations, Connectors, Social Networking
Education
Nova Southeastern University 2015 — 2019
MIBA
Nova Southeastern University
Bachelor of Science (BS), Psychology
los campitos
Frederick Richardson Frederick Richardson's Merrill Lynch Experience June 2010 - August 2010
Job Business Development at Boothbay Fund Management LLC
Industry Financial Services
Experience
Boothbay Fund Management LLC June 2013 - Present
Atrium Underwriters Ltd June 2012 - June 2013
XL Group July 2011 - June 2012
AXA ART May 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Skills
Business Planning, Strategy, Investor Relations, Marketing, Business Development, Marketing Communications, Portfolio Management, Risk Management, Investment Management, Wealth Management, Asset Management
Education
University of Leeds 2008 — 2011
Bachelor of Science (BSc), Medical Biochemistry
Oundle School 2003 — 2008
NYU School of Professional Studies
Corporate Finance, Finance, General
Boothbay Fund Management LLC June 2013 - Present
Atrium Underwriters Ltd June 2012 - June 2013
XL Group July 2011 - June 2012
AXA ART May 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Skills
Business Planning, Strategy, Investor Relations, Marketing, Business Development, Marketing Communications, Portfolio Management, Risk Management, Investment Management, Wealth Management, Asset Management
Education
University of Leeds 2008 — 2011
Bachelor of Science (BSc), Medical Biochemistry
Oundle School 2003 — 2008
NYU School of Professional Studies
Corporate Finance, Finance, General
Michael Wabrek Michael Wabrek's Merrill Lynch Experience 1995 - 2000
Job Project Management ▪ Military Acquisitions ▪ Contract Management ▪ Program Administration ▪ Sales ▪ Top Secret/SCI
Industry Defense & Space
Experience
US Government Contractor May 2006 - June 2013
United States Marine Corps October 1985 - October 2011
MASS-6, MACG-48, 4th MAW, USMC May 2007 - June 2009
Paine Webber - UBS (United Bank Switzerland) 2000 - 2005
Merrill Lynch 1995 - 2000
Skills
Command, Military, Security Clearance, DoD, Tactics, National Security, Organizational..., Operational Planning, Air Force, Military Operations, Counterterrorism, Program Management, Defense, Intelligence Analysis, Top Secret, Government, Army, Military Experience, Tactical Data Links, C2 Systems, Link 16, Network Centric Warfare, JTRS, Information Assurance, Electronic Warfare, Emergency Management, Counterinsurgency, Special Operations, Force Protection, Government Contracting, Leadership
Education
Norwich University 1984 — 1988
BS, Communications; Minor - English
New Preparatory School, Cambridge, MA
Tilton School, NH 1982 — 1983
Randolph High School, MA 1979 — 1982
US Government Contractor May 2006 - June 2013
United States Marine Corps October 1985 - October 2011
MASS-6, MACG-48, 4th MAW, USMC May 2007 - June 2009
Paine Webber - UBS (United Bank Switzerland) 2000 - 2005
Merrill Lynch 1995 - 2000
Skills
Command, Military, Security Clearance, DoD, Tactics, National Security, Organizational..., Operational Planning, Air Force, Military Operations, Counterterrorism, Program Management, Defense, Intelligence Analysis, Top Secret, Government, Army, Military Experience, Tactical Data Links, C2 Systems, Link 16, Network Centric Warfare, JTRS, Information Assurance, Electronic Warfare, Emergency Management, Counterinsurgency, Special Operations, Force Protection, Government Contracting, Leadership
Education
Norwich University 1984 — 1988
BS, Communications; Minor - English
New Preparatory School, Cambridge, MA
Tilton School, NH 1982 — 1983
Randolph High School, MA 1979 — 1982
Elizabeth Palushaj Elizabeth Palushaj's Merrill Lynch Experience October 2013 - December 2013
Job Financial Analyst at FCA North America
Industry Automotive
Experience
FCA - North America July 2015 - Present
FCA - North America January 2014 - July 2015
Merrill Lynch October 2013 - December 2013
Chrysler Group LLC May 2013 - August 2013
Faurecia May 2012 - May 2013
UBS November 2011 - May 2012
Royal Diner October 2010 - May 2012
Skills
Microsoft Office, Customer Service, PowerPoint, Research, Windows, Organization, SAP ERP, Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, Accounting, Analytical Skills, Training, Financial Reporting, Forecasting, Project Management, Sales, Finance, Leadership, Invoicing, Budgets, Financial Analysis, Access, Management
Education
Oakland University 2014 — 2017
Master of Business Administration (M.B.A.)
Oakland University 2010 — 2013
Bachelor of Science (BS), Business Finance, 3.83
FCA - North America July 2015 - Present
FCA - North America January 2014 - July 2015
Merrill Lynch October 2013 - December 2013
Chrysler Group LLC May 2013 - August 2013
Faurecia May 2012 - May 2013
UBS November 2011 - May 2012
Royal Diner October 2010 - May 2012
Skills
Microsoft Office, Customer Service, PowerPoint, Research, Windows, Organization, SAP ERP, Microsoft Excel, Microsoft Word, Team Leadership, Teamwork, Accounting, Analytical Skills, Training, Financial Reporting, Forecasting, Project Management, Sales, Finance, Leadership, Invoicing, Budgets, Financial Analysis, Access, Management
Education
Oakland University 2014 — 2017
Master of Business Administration (M.B.A.)
Oakland University 2010 — 2013
Bachelor of Science (BS), Business Finance, 3.83
Howard Hargate III's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Skills
Portfolio Management, Investments, Finance, Microsoft Office, Public Speaking, Financial Analysis, Business Planning, Training, Leadership, Valuation, Equities, Data Analysis, Microsoft Excel, Accounting, Risk Management, Customer Service, Intergenerational..., Microsoft Word, Mutual Funds, PowerPoint, Wealth Accumulation, Wealth Management, Wealth Preservation...
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Finance Concentration
Youngstown State University 2007 — 2012
Bachelor of Science in Business Administration, Double Major: Finance and Accounting
Merrill Lynch June 2014 - Present
Skills
Portfolio Management, Investments, Finance, Microsoft Office, Public Speaking, Financial Analysis, Business Planning, Training, Leadership, Valuation, Equities, Data Analysis, Microsoft Excel, Accounting, Risk Management, Customer Service, Intergenerational..., Microsoft Word, Mutual Funds, PowerPoint, Wealth Accumulation, Wealth Management, Wealth Preservation...
Education
Nova Southeastern University 2012 — 2014
Master of Business Administration (M.B.A.), Finance Concentration
Youngstown State University 2007 — 2012
Bachelor of Science in Business Administration, Double Major: Finance and Accounting
Justin Neelis Justin Neelis's Merrill Lynch Experience 2004 - 2005
Job Managing Partner at Venetian Capital Partners
Industry Venture Capital & Private Equity
Experience
Venetian Capital Partners LLC January 2015 - Present
Wayfare United January 2015 - Present
QueensFort Capital August 2012 - November 2014
MTN Capital Partners LLC March 2012 - August 2012
Comvest Partners December 2005 - March 2012
Merrill Lynch 2004 - 2005
Skills
Buyouts, Special Situations, Private Equity, Restructuring, Debt, Commercial Real Estate, Venture Capital, Portfolio Management, LBO, Structured Finance, Investments, Capital Markets
Education
LaSalle High School
Northwood University
Bachelor's Degree, Finance and Banking/Management
Venetian Capital Partners LLC January 2015 - Present
Wayfare United January 2015 - Present
QueensFort Capital August 2012 - November 2014
MTN Capital Partners LLC March 2012 - August 2012
Comvest Partners December 2005 - March 2012
Merrill Lynch 2004 - 2005
Skills
Buyouts, Special Situations, Private Equity, Restructuring, Debt, Commercial Real Estate, Venture Capital, Portfolio Management, LBO, Structured Finance, Investments, Capital Markets
Education
LaSalle High School
Northwood University
Bachelor's Degree, Finance and Banking/Management
Liz Oneto Kaplan's Merrill Lynch Experience January 1998 - December 1998
Job Senior Sales Executive at TenMarks Education, an Amazon Company
Industry E-Learning
Experience
TenMarks Education, an Amazon Company April 2015 - Present
Northwest Evaluation Association (NWEA) December 2013 - March 2015
Achieve3000 January 2013 - December 2013
Scientific Learning August 2004 - January 2013
Riverdeep (now Houghton Mifflin Harcourt, HMH) 1999 - 2004
Merrill Lynch January 1998 - December 1998
The Lightspan Partnership 1995 - 1997
Compass Learning (formerly Jostens Learning) 1990 - 1995
IBM 1980 - 1990
Charlotte County Public Schools September 1978 - June 1980
Skills
Educational Technology, E-Learning, Salesforce.com, Staff Development, SaaS, K-12, Sales Process, Instructional Design, Strategic Planning, Training, Sales Presentations, Business Development, Technology Integration, Strategic Partnerships, Sales Operations, Sales, Selling, Lead Generation, Account Management, Human Resources, Leadership, Solution Selling, Blended Learning, Management, Email Marketing, Instructor-led Training, Software Industry, Sales Management, Start-ups, Direct Sales, CRM, Team Building, Learning Management, Curriculum Development, Coaching, Marketing, Learning Management..., Needs Analysis, Cross-functional Team..., Teaching, Curriculum Design, Public Speaking, Integrated Marketing, WebEx, Strategy
Education
State University of New York College at Plattsburgh
BS, Secondary Education
Nova Southeastern University
Human Resource Management
Laval University
French Studies
CICU Language School
Spanish Language and Literature
TenMarks Education, an Amazon Company April 2015 - Present
Northwest Evaluation Association (NWEA) December 2013 - March 2015
Achieve3000 January 2013 - December 2013
Scientific Learning August 2004 - January 2013
Riverdeep (now Houghton Mifflin Harcourt, HMH) 1999 - 2004
Merrill Lynch January 1998 - December 1998
The Lightspan Partnership 1995 - 1997
Compass Learning (formerly Jostens Learning) 1990 - 1995
IBM 1980 - 1990
Charlotte County Public Schools September 1978 - June 1980
Skills
Educational Technology, E-Learning, Salesforce.com, Staff Development, SaaS, K-12, Sales Process, Instructional Design, Strategic Planning, Training, Sales Presentations, Business Development, Technology Integration, Strategic Partnerships, Sales Operations, Sales, Selling, Lead Generation, Account Management, Human Resources, Leadership, Solution Selling, Blended Learning, Management, Email Marketing, Instructor-led Training, Software Industry, Sales Management, Start-ups, Direct Sales, CRM, Team Building, Learning Management, Curriculum Development, Coaching, Marketing, Learning Management..., Needs Analysis, Cross-functional Team..., Teaching, Curriculum Design, Public Speaking, Integrated Marketing, WebEx, Strategy
Education
State University of New York College at Plattsburgh
BS, Secondary Education
Nova Southeastern University
Human Resource Management
Laval University
French Studies
CICU Language School
Spanish Language and Literature
Joseph Mandara Joseph Mandara's Merrill Lynch Experience November 2005 - March 2012
Job Compliance Manager
Industry Financial Services
Experience
Deutsche Bank August 2013 - Present
Bank of America March 2012 - July 2013
Merrill Lynch November 2005 - March 2012
US Army August 1998 - April 2004
Skills
Series 7, Microsoft Excel, FINRA, Compliance, Auditing, Margin, Risk Management, Credit, Financial Risk, Operational Risk, Credit Risk, Securities
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA), Magna Cum Laude
University of North Florida - College of Business Administration 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
Deutsche Bank August 2013 - Present
Bank of America March 2012 - July 2013
Merrill Lynch November 2005 - March 2012
US Army August 1998 - April 2004
Skills
Series 7, Microsoft Excel, FINRA, Compliance, Auditing, Margin, Risk Management, Credit, Financial Risk, Operational Risk, Credit Risk, Securities
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA), Magna Cum Laude
University of North Florida - College of Business Administration 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
Rosemery Fernandez's Merrill Lynch Experience October 2014 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management May 2011 - 2013
UBS Wealth Management 2008 - 2011
Merrill Lynch 2004 - 2007
Skills
Series 7, Equities, Fixed Income, Wealth Management, Mutual Funds, Series 63, Bloomberg, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Asset Allocation, Banking, Retirement Planning, Finance
Education
Nova Southeastern University
Bachelor of Science Degree, Professional Management
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management May 2011 - 2013
UBS Wealth Management 2008 - 2011
Merrill Lynch 2004 - 2007
Skills
Series 7, Equities, Fixed Income, Wealth Management, Mutual Funds, Series 63, Bloomberg, Securities, Investments, Portfolio Management, Financial Services, Asset Management, Asset Allocation, Banking, Retirement Planning, Finance
Education
Nova Southeastern University
Bachelor of Science Degree, Professional Management
Megan Long's Merrill Lynch Experience February 2015 - Present
Job Restaurants Professional
Industry Restaurants
Experience
Merrill Lynch February 2015 - Present
Union Woodshop February 2013 - Present
Overtyme Grille & Tap 2005 - February 2013
Michigan Office Solutions (MOS) - Xerox June 2012 - November 2012
Canterbury-on-the-Lake April 2011 - November 2011
Canterbury-on-the-Lake August 2003 - January 2008
Skills
Customer Service, Microsoft Office, Microsoft Word, Sales, Time Management, Event Planning, Training, Marketing, Inventory Management, Microsoft Excel, Food, Food Service, Restaurants, PowerPoint, Team Building, Social Media, Leadership, Customer Satisfaction, Social Networking, Public Speaking, Sales Management
Education
Oakland University 2008 — 2011
Bachelor's degree, Human Resources Management and Services
Oakland Community College
Associate's degree, Business Administration and Management, General
Merrill Lynch February 2015 - Present
Union Woodshop February 2013 - Present
Overtyme Grille & Tap 2005 - February 2013
Michigan Office Solutions (MOS) - Xerox June 2012 - November 2012
Canterbury-on-the-Lake April 2011 - November 2011
Canterbury-on-the-Lake August 2003 - January 2008
Skills
Customer Service, Microsoft Office, Microsoft Word, Sales, Time Management, Event Planning, Training, Marketing, Inventory Management, Microsoft Excel, Food, Food Service, Restaurants, PowerPoint, Team Building, Social Media, Leadership, Customer Satisfaction, Social Networking, Public Speaking, Sales Management
Education
Oakland University 2008 — 2011
Bachelor's degree, Human Resources Management and Services
Oakland Community College
Associate's degree, Business Administration and Management, General
Fung Chun Byron Lam Fung Chun Byron Lam's Merrill Lynch Experience July 2013 - July 2013
Job Student at Penn State University
Industry Banking
Experience
Merrill Lynch July 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Penn State University 2015 — 2017
Economics
Norwalk Community College 2012 — 2014
Wichita High School North 2011 — 2012
Merrill Lynch July 2013 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Penn State University 2015 — 2017
Economics
Norwalk Community College 2012 — 2014
Wichita High School North 2011 — 2012
Courtenay Roy Courtenay Roy's Merrill Lynch Experience July 2005 - August 2006
Job Digital Sales Manager at The Baltimore Sun
Industry Marketing and Advertising
Experience
The Baltimore Sun Media Group February 2012 - May 2015
The Baltimore Sun Media Group April 2011 - February 2012
Patch.com June 2010 - April 2011
The Baltimore Sun Media Group September 2006 - April 2010
Merrill Lynch July 2005 - August 2006
The Baltimore Sun Media Group February 2005 - July 2005
The Baltimore Sun Media Group November 2003 - February 2005
The Baltimore Sun Media Group June 2002 - November 2003
Skills
Social Media, Advertising, Advertising Sales, Digital Media, Digital Marketing, Strategy, Email Marketing, Sales, Social Media Marketing, Media Planning, Online Advertising, Management, Media Buying, Mobile Marketing
Education
College of Notre Dame of Maryland 1998 — 2002
Bachelors of Art, Business
Kellam High School 1994 — 1998
The Baltimore Sun Media Group February 2012 - May 2015
The Baltimore Sun Media Group April 2011 - February 2012
Patch.com June 2010 - April 2011
The Baltimore Sun Media Group September 2006 - April 2010
Merrill Lynch July 2005 - August 2006
The Baltimore Sun Media Group February 2005 - July 2005
The Baltimore Sun Media Group November 2003 - February 2005
The Baltimore Sun Media Group June 2002 - November 2003
Skills
Social Media, Advertising, Advertising Sales, Digital Media, Digital Marketing, Strategy, Email Marketing, Sales, Social Media Marketing, Media Planning, Online Advertising, Management, Media Buying, Mobile Marketing
Education
College of Notre Dame of Maryland 1998 — 2002
Bachelors of Art, Business
Kellam High School 1994 — 1998
Michael F. Walstrom, MBA's Merrill Lynch Experience 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Smoke Inn, LLC. 2006 - 2014
How 2 Entertainment Group 2003 - 2005
Skills
Strategy, Marketing Strategy, Retail, Strategic Planning, Sales, Leadership, Marketing, Negotiation, Social Media Marketing, Budgets, B2B, Customer Service, Sales Management, Advertising, Microsoft Word, CRM, Team Leadership, Business Planning, Product Marketing, Organizational..., PowerPoint, Business Strategy, Public Relations, New Business Development, Team Building, Staff Training, Business Management, Marketing Management, Competitive Analysis, Sales Operations, Management, Inventory Management
Education
Nova Southeastern University 2008 — 2011
MBA, Marketing & Management
University of California, Los Angeles
BA, Theater, Film & Television
Merrill Lynch 2014 - Present
Smoke Inn, LLC. 2006 - 2014
How 2 Entertainment Group 2003 - 2005
Skills
Strategy, Marketing Strategy, Retail, Strategic Planning, Sales, Leadership, Marketing, Negotiation, Social Media Marketing, Budgets, B2B, Customer Service, Sales Management, Advertising, Microsoft Word, CRM, Team Leadership, Business Planning, Product Marketing, Organizational..., PowerPoint, Business Strategy, Public Relations, New Business Development, Team Building, Staff Training, Business Management, Marketing Management, Competitive Analysis, Sales Operations, Management, Inventory Management
Education
Nova Southeastern University 2008 — 2011
MBA, Marketing & Management
University of California, Los Angeles
BA, Theater, Film & Television
Jasmine Haynes's Merrill Lynch Experience September 2013 - November 2013
Job KYC Specialist/Transfer Agent
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Jefferies LLC May 2014 - August 2014
ICAP April 2014 - April 2014
Brown Brothers Harriman January 2014 - March 2014
Merrill Lynch September 2013 - November 2013
Nova Southeastern University September 2012 - April 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Budgets, Financial Reporting, Customer Service, Business Strategy, Investments, Risk Management, Banking, Forecasting, Finance, Credit, Portfolio Management, Accounts Payable, Research
Education
Nova Southeastern University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Jefferies LLC May 2014 - August 2014
ICAP April 2014 - April 2014
Brown Brothers Harriman January 2014 - March 2014
Merrill Lynch September 2013 - November 2013
Nova Southeastern University September 2012 - April 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Budgets, Financial Reporting, Customer Service, Business Strategy, Investments, Risk Management, Banking, Forecasting, Finance, Credit, Portfolio Management, Accounts Payable, Research
Education
Nova Southeastern University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Scott McDermott's Merrill Lynch Experience 2009 - 2011
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2011 - Present
Merrill Lynch 2009 - 2011
Wells Fargo 1999 - 2009
Education
Oakland University 1996 — 1998
Finance
Pioneer Investments 2011 - Present
Merrill Lynch 2009 - 2011
Wells Fargo 1999 - 2009
Education
Oakland University 1996 — 1998
Finance
Shelagh McCorry Shelagh McCorry's Merrill Lynch Experience December 1998 - December 2002
Job Associate Corporate Relationship Support Manager at HSBC
Industry Financial Services
Experience
HSBC Global Banking and Markets June 2014 - Present
Butterfield Fulcrum March 2010 - August 2013
Credential Asset Management May 2005 - March 2010
SEAMARK Asset Management January 2003 - February 2004
Merrill Lynch December 1998 - December 2002
Skills
Investor Relations, AML, Relationship Management, Entrepreneurship, Risk Management, Supervising, Coaching, Client Liaison, Company Newsletters, Due Diligence, Event Planning, Live Events, Special Events..., Film Festivals, Writing, Giving Back, Sales, Strategic Planning, Public Speaking, Customer Service
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Microeconomics Principles, Economics
Investment Funds Institute Canada 2007 — 2007
Officers Partners Directors Designation, Financial Management
Institute Canadian Bankers 2005 — 2006
Compliance Officer, Mutual Funds
Canadian Securities Institute 1997 — 1997
Conduct and Practices, Financial
Canadian Securities Institute 1996 — 1997
Canadian Securities Course, Financial
Nova Scotia Community College
Diploma, Business Administration
HSBC Global Banking and Markets June 2014 - Present
Butterfield Fulcrum March 2010 - August 2013
Credential Asset Management May 2005 - March 2010
SEAMARK Asset Management January 2003 - February 2004
Merrill Lynch December 1998 - December 2002
Skills
Investor Relations, AML, Relationship Management, Entrepreneurship, Risk Management, Supervising, Coaching, Client Liaison, Company Newsletters, Due Diligence, Event Planning, Live Events, Special Events..., Film Festivals, Writing, Giving Back, Sales, Strategic Planning, Public Speaking, Customer Service
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Microeconomics Principles, Economics
Investment Funds Institute Canada 2007 — 2007
Officers Partners Directors Designation, Financial Management
Institute Canadian Bankers 2005 — 2006
Compliance Officer, Mutual Funds
Canadian Securities Institute 1997 — 1997
Conduct and Practices, Financial
Canadian Securities Institute 1996 — 1997
Canadian Securities Course, Financial
Nova Scotia Community College
Diploma, Business Administration
Alex Wu Alex Wu's Merrill Lynch Experience May 1997 - May 2005
Job Managing Director at HTC Managenent
Industry Financial Services
Experience
HTC Managenent August 2008 - Present
ING group June 2005 - December 2008
Merrill Lynch May 1997 - May 2005
Education
Nyenrode University
IMBA, International Finance
University of Florida
MBA, Finance and Marketing
HTC Managenent August 2008 - Present
ING group June 2005 - December 2008
Merrill Lynch May 1997 - May 2005
Education
Nyenrode University
IMBA, International Finance
University of Florida
MBA, Finance and Marketing
David S. Weisfeld David S. Weisfeld's Merrill Lynch Experience 2008 - 2008
Job Master of Real Estate Candidate at NYU
Industry Real Estate
Experience
Strategic Vision Group LLC 2012 - Present
Athletes Club 2012 - 2014
Optical Distributor Group 2010 - 2012
Merrill Lynch 2008 - 2008
Skills
Venture Capital, Start-ups, Strategic Partnerships, Entrepreneurship, Private Equity, Mergers & Acquisitions, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Entrepreneurial Studies & Finance
Scarsdale Senior High School 2005 — 2006
IMG Academies 2004 — 2005
NYU School of Professional Studies
Master of Real Estate
Strategic Vision Group LLC 2012 - Present
Athletes Club 2012 - 2014
Optical Distributor Group 2010 - 2012
Merrill Lynch 2008 - 2008
Skills
Venture Capital, Start-ups, Strategic Partnerships, Entrepreneurship, Private Equity, Mergers & Acquisitions, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Entrepreneurial Studies & Finance
Scarsdale Senior High School 2005 — 2006
IMG Academies 2004 — 2005
NYU School of Professional Studies
Master of Real Estate
Ragne (Digre) Jordan's Merrill Lynch Experience June 2002 - July 2005
Job Monrovia Family Dentistry
Industry Health, Wellness and Fitness
Experience
Adam B Jordan DMD PC, dba Monrovia Family Dentistry April 2012 - Present
Borealis Pricing LLC August 2012 - June 2014
PwC December 2005 - April 2012
Bank of America September 2005 - December 2005
Merrill Lynch June 2002 - July 2005
Skills
Transfer Pricing, Valuation, Financial Modeling, Financial Analysis, International Tax, Economics, Due Diligence, Strategic Financial..., Corporate Finance, Business Valuation, Financial Reporting, Tax, Risk Management, Auditing, Income Tax, Analysis, Financial Planning
Education
University of Alabama in Huntsville 2000 — 2002
MBA, Managment of Technology
Norges teknisk-naturvitenskapelige universitet (NTNU) / Norwegian University of Science and Technology 1997 — 2002
BS, Economics, History, and Law
Adam B Jordan DMD PC, dba Monrovia Family Dentistry April 2012 - Present
Borealis Pricing LLC August 2012 - June 2014
PwC December 2005 - April 2012
Bank of America September 2005 - December 2005
Merrill Lynch June 2002 - July 2005
Skills
Transfer Pricing, Valuation, Financial Modeling, Financial Analysis, International Tax, Economics, Due Diligence, Strategic Financial..., Corporate Finance, Business Valuation, Financial Reporting, Tax, Risk Management, Auditing, Income Tax, Analysis, Financial Planning
Education
University of Alabama in Huntsville 2000 — 2002
MBA, Managment of Technology
Norges teknisk-naturvitenskapelige universitet (NTNU) / Norwegian University of Science and Technology 1997 — 2002
BS, Economics, History, and Law
Derek Gabrielsen Derek Gabrielsen's Merrill Lynch Experience June 2010 - October 2013
Job Business Finance Officer at Bank of America
Industry Accounting
Experience
Bank of America October 2013 - Present
Merrill Lynch June 2010 - October 2013
Need to Know News, LLC March 2009 - February 2010
Deloitte FAS LLP August 2007 - July 2008
Bank of America August 2005 - August 2007
Nova Southeastern University May 2002 - June 2004
Skills
Financial Modeling, Finance, Financial Analysis, Budgets, Accounting, Financial Reporting, Process Improvement, PeopleSoft, Microsoft Office, Fraud, Great Plains Software, Risk Management, Strategic Planning, Project Management, Oracle General Ledger, DTC, Bank Reconciliation, FICC, Frontier, Summit, Financial Forecasting, Planning Budgeting &..., Hyperion, Essbase
Education
Roosevelt University 2005 — 2007
Masters of Science, Accounting
Nova Southeastern University 2001 — 2004
MBA, Finance
Boston University 1996 — 2000
Bachelor of Science, Psychology
Bank of America October 2013 - Present
Merrill Lynch June 2010 - October 2013
Need to Know News, LLC March 2009 - February 2010
Deloitte FAS LLP August 2007 - July 2008
Bank of America August 2005 - August 2007
Nova Southeastern University May 2002 - June 2004
Skills
Financial Modeling, Finance, Financial Analysis, Budgets, Accounting, Financial Reporting, Process Improvement, PeopleSoft, Microsoft Office, Fraud, Great Plains Software, Risk Management, Strategic Planning, Project Management, Oracle General Ledger, DTC, Bank Reconciliation, FICC, Frontier, Summit, Financial Forecasting, Planning Budgeting &..., Hyperion, Essbase
Education
Roosevelt University 2005 — 2007
Masters of Science, Accounting
Nova Southeastern University 2001 — 2004
MBA, Finance
Boston University 1996 — 2000
Bachelor of Science, Psychology
Brooke Bandish's Merrill Lynch Experience October 2010 - Present
Job Student at Oakland University
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Merrill Lynch October 2010 - Present
AMERICAN HOUSE STERLING II June 2008 - Present
Trade Secret February 2006 - June 2008
Education
Oakland University 2006 — 2011
Oakland University
Bachelor's Degree, Finance
Merrill Lynch October 2010 - Present
Merrill Lynch October 2010 - Present
AMERICAN HOUSE STERLING II June 2008 - Present
Trade Secret February 2006 - June 2008
Education
Oakland University 2006 — 2011
Oakland University
Bachelor's Degree, Finance
![George Cox, MBA [LION]](https://cdn.bearsofficialsstore.com/li/webp/7464206.webp)
George Cox, MBA [LION] George Cox, MBA [LION]'s Merrill Lynch Experience November 2007 - January 2009
Job Founder of Cox Wealth Management
Industry Financial Services
Experience
Cox Wealth Management July 2010 - Present
Worcester Junior Sharks 2010 - Present
Q Financial Group May 2009 - March 2010
Merrill Lynch November 2007 - January 2009
Monster Worldwide December 2006 - 2007
AXA Advisors April 2004 - December 2006
MassMutual September 2001 - April 2004
Pioneer Investments January 2001 - June 2001
Skills
Wealth Management, Investment Strategies, Retirement, Cash Management, Personal Finance, Financial Goals, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Investment Advisory, Management, Insurance, Employee Benefits
Education
Norwich University 2003 — 2005
Masters, Business Administration
Norwich University 1990 — 1995
BS, Economics
Cox Wealth Management July 2010 - Present
Worcester Junior Sharks 2010 - Present
Q Financial Group May 2009 - March 2010
Merrill Lynch November 2007 - January 2009
Monster Worldwide December 2006 - 2007
AXA Advisors April 2004 - December 2006
MassMutual September 2001 - April 2004
Pioneer Investments January 2001 - June 2001
Skills
Wealth Management, Investment Strategies, Retirement, Cash Management, Personal Finance, Financial Goals, Mutual Funds, Securities, Strategic Financial..., Portfolio Management, Investment Advisory, Management, Insurance, Employee Benefits
Education
Norwich University 2003 — 2005
Masters, Business Administration
Norwich University 1990 — 1995
BS, Economics
Bradford Vannelli Bradford Vannelli's Merrill Lynch Experience September 1999 - March 2012
Job Financial Advisor
Industry Financial Services
Experience
UBS Financial Services, Inc. March 2012 - Present
Merrill Lynch September 1999 - March 2012
Bank One May 1998 - August 1999
Skills
Series 7, Series 63, Series 65
Education
Oakland University 1994 — 1998
BS, Finance
UBS Financial Services, Inc. March 2012 - Present
Merrill Lynch September 1999 - March 2012
Bank One May 1998 - August 1999
Skills
Series 7, Series 63, Series 65
Education
Oakland University 1994 — 1998
BS, Finance
Danny Malendowski's Merrill Lynch Experience March 2010 - August 2010
Job Senior Associate at PwC
Industry Accounting
Experience
PwC June 2015 - Present
PwC August 2012 - June 2015
Oakland University August 2011 - May 2012
PwC May 2011 - July 2011
Oakland University Student Technology Center March 2009 - April 2011
Oakland University Department of Admissions January 2008 - April 2011
Oakland University Kresge Library- Office of the Dean May 2010 - August 2010
Merrill Lynch March 2010 - August 2010
Oakland University Department of Admissions May 2009 - August 2009
Skills
GAAP, External Audit, Financial Reporting, Accounting, Internal Controls, Research, Presentations, Access, PowerPoint, Higher Education, Technology, Auditing, Finance, Microsoft Excel, Financial Projection, Account Reconciliation, Dashboarding, Financial Statements, Recruiting
Education
Oakland University 2011 — 2012
Masters of Accounting, 3.84
Oakland University 2007 — 2011
Bachelor of Science, Accounting
PwC June 2015 - Present
PwC August 2012 - June 2015
Oakland University August 2011 - May 2012
PwC May 2011 - July 2011
Oakland University Student Technology Center March 2009 - April 2011
Oakland University Department of Admissions January 2008 - April 2011
Oakland University Kresge Library- Office of the Dean May 2010 - August 2010
Merrill Lynch March 2010 - August 2010
Oakland University Department of Admissions May 2009 - August 2009
Skills
GAAP, External Audit, Financial Reporting, Accounting, Internal Controls, Research, Presentations, Access, PowerPoint, Higher Education, Technology, Auditing, Finance, Microsoft Excel, Financial Projection, Account Reconciliation, Dashboarding, Financial Statements, Recruiting
Education
Oakland University 2011 — 2012
Masters of Accounting, 3.84
Oakland University 2007 — 2011
Bachelor of Science, Accounting
Keith Roxbury's Merrill Lynch Experience November 1999 - April 2004
Job Senior Business Technical Analyst at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management October 2013 - Present
First Reserve Corporation December 2011 - October 2013
Caxton Associates LP May 2006 - December 2011
Saranac Capital Management December 2004 - May 2006
Citigroup Alternative Investments April 2004 - December 2004
Merrill Lynch November 1999 - April 2004
Career Blazers March 1998 - November 1999
United States Marine Corps September 1993 - July 1997
Skills
Active Directory, Windows 7, Windows Server, Market Data, Disaster Recovery, Powershell, Blackberry Enterprise..., Bloomberg, System Administration, ITIL, Network Administration, VPN, Altiris, Group Policy, Image Capture, Standardization, WSUS, Altiris Deployment..., Altiris Console, Software Installation, Data Center, Microsoft Certified..., Technical Support, Information Technology, Microsoft Exchange, Troubleshooting, Infrastructure, System Deployment, VMware ESX
Education
Norwalk Community College 2010 — 2012
Computer Security
Moore Capital Management October 2013 - Present
First Reserve Corporation December 2011 - October 2013
Caxton Associates LP May 2006 - December 2011
Saranac Capital Management December 2004 - May 2006
Citigroup Alternative Investments April 2004 - December 2004
Merrill Lynch November 1999 - April 2004
Career Blazers March 1998 - November 1999
United States Marine Corps September 1993 - July 1997
Skills
Active Directory, Windows 7, Windows Server, Market Data, Disaster Recovery, Powershell, Blackberry Enterprise..., Bloomberg, System Administration, ITIL, Network Administration, VPN, Altiris, Group Policy, Image Capture, Standardization, WSUS, Altiris Deployment..., Altiris Console, Software Installation, Data Center, Microsoft Certified..., Technical Support, Information Technology, Microsoft Exchange, Troubleshooting, Infrastructure, System Deployment, VMware ESX
Education
Norwalk Community College 2010 — 2012
Computer Security
Brian Abelow Brian Abelow's Merrill Lynch Experience May 2005 - September 2005
Job Litigation Associate at Benson, Mucci & Weiss PL
Industry Legal Services
Experience
Benson, Mucci & Weiss, PL September 2009 - Present
All Property Title & Escrow, LLC September 2009 - Present
Benson, Mucci & Associates December 2007 - August 2009
11th Judicial Circuit June 2007 - September 2007
Merrill Lynch May 2005 - September 2005
Education
Nova Southeastern University—Shepard Broad Law Center 2006 — 2009
Juris Doctorate
University of Florida 2002 — 2006
Bachelor, Finance
Benson, Mucci & Weiss, PL September 2009 - Present
All Property Title & Escrow, LLC September 2009 - Present
Benson, Mucci & Associates December 2007 - August 2009
11th Judicial Circuit June 2007 - September 2007
Merrill Lynch May 2005 - September 2005
Education
Nova Southeastern University—Shepard Broad Law Center 2006 — 2009
Juris Doctorate
University of Florida 2002 — 2006
Bachelor, Finance
Kristen Townsend Kristen Townsend's Merrill Lynch Experience October 2004 - November 2007
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Pointe Alarm January 2012 - June 2013
State Farm Insurance May 2011 - September 2011
Leonard & Company November 2007 - April 2009
Merrill Lynch October 2004 - November 2007
UBS September 1994 - June 2004
Paine Webber February 1994 - August 1994
Rodman & Renshaw October 1992 - February 1994
Skills
Project Planning, Process Improvement, Customer Service, Leadership, Fundraising, CRM, Management, Business Development, Sales, Employee Benefits, Portfolio Management, Risk Management, Strategic Planning, Series 7, Account Management, Team Building
Education
Northwood University
Morgan Stanley Wealth Management January 2014 - Present
Pointe Alarm January 2012 - June 2013
State Farm Insurance May 2011 - September 2011
Leonard & Company November 2007 - April 2009
Merrill Lynch October 2004 - November 2007
UBS September 1994 - June 2004
Paine Webber February 1994 - August 1994
Rodman & Renshaw October 1992 - February 1994
Skills
Project Planning, Process Improvement, Customer Service, Leadership, Fundraising, CRM, Management, Business Development, Sales, Employee Benefits, Portfolio Management, Risk Management, Strategic Planning, Series 7, Account Management, Team Building
Education
Northwood University
Tom Mulligan's Merrill Lynch Experience December 2014 - March 2015
Job Sales Professional
Industry Marketing and Advertising
Experience
SunGard March 2015 - Present
Merrill Lynch December 2014 - March 2015
SelectQuote Insurance Services March 2014 - December 2014
Atlantic Shores Realty of Jacksonville November 2012 - March 2014
Fibonacci Trader Corp January 2007 - November 2011
Circuit City Stores, Inc October 2006 - January 2007
Mulligan Ventures, Inc. July 1997 - August 2006
Skills
Advertising, Account Management, Marketing, Marketing Strategy, Marketing Communications, Sales, Social Media Marketing, Social Media, Strategic Planning, Digital Marketing, Online Advertising, Customer Service, New Business Development, Microsoft Office, Public Speaking, Event Planning, Email Marketing, Project Management, Direct Mail, Cold Calling, Brand Management, Retail, Management
Education
University of North Florida 2001 — 2005
B.S, Business Administration; Marketing
Nova Southeastern University 2000 — 2001
Biology
SunGard March 2015 - Present
Merrill Lynch December 2014 - March 2015
SelectQuote Insurance Services March 2014 - December 2014
Atlantic Shores Realty of Jacksonville November 2012 - March 2014
Fibonacci Trader Corp January 2007 - November 2011
Circuit City Stores, Inc October 2006 - January 2007
Mulligan Ventures, Inc. July 1997 - August 2006
Skills
Advertising, Account Management, Marketing, Marketing Strategy, Marketing Communications, Sales, Social Media Marketing, Social Media, Strategic Planning, Digital Marketing, Online Advertising, Customer Service, New Business Development, Microsoft Office, Public Speaking, Event Planning, Email Marketing, Project Management, Direct Mail, Cold Calling, Brand Management, Retail, Management
Education
University of North Florida 2001 — 2005
B.S, Business Administration; Marketing
Nova Southeastern University 2000 — 2001
Biology
Brent Lilly, CRPC's Merrill Lynch Experience January 2014 - August 2015
Job Complex Risk Officer
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Merrill Lynch January 2014 - August 2015
Merrill Lynch January 2002 - December 2013
Merrill Lynch December 2000 - December 2001
Skills
Risk Management, Internal Controls, Military, Portfolio Management, Retirement Planning, Asset Managment, Investments, Negotiation, Analysis, Team Building, Public Speaking, Business Development, Financial Statements, Financial Risk, Equities, Financial Advisory, Financial Analysis, Training, Mutual Funds, Leadership, Investment Advisory, Data Analysis, Managerial Finance, Program Management, Business Analysis, Auditing, Customer Service, Process Improvement, Microsoft Excel, Valuation, Series 7, Financial Reporting, Securities, Banking, Business Planning, Risk Assessment, Microsoft Office, Strategic Planning, Management, Project Planning, Budgets, Accounting, Strategic Financial..., Team Leadership, Finance, Strategy, Insurance, Operations Management, Series 63, Business Strategy
Education
University of New Orleans 2009 — 2010
MBA, Business Administration
Oakland University 1991 — 1995
Business, Finance
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor (CRPC)
Royal Oak Shrine 1986 — 1990
Diploma, College Preparatory
Morgan Stanley August 2015 - Present
Merrill Lynch January 2014 - August 2015
Merrill Lynch January 2002 - December 2013
Merrill Lynch December 2000 - December 2001
Skills
Risk Management, Internal Controls, Military, Portfolio Management, Retirement Planning, Asset Managment, Investments, Negotiation, Analysis, Team Building, Public Speaking, Business Development, Financial Statements, Financial Risk, Equities, Financial Advisory, Financial Analysis, Training, Mutual Funds, Leadership, Investment Advisory, Data Analysis, Managerial Finance, Program Management, Business Analysis, Auditing, Customer Service, Process Improvement, Microsoft Excel, Valuation, Series 7, Financial Reporting, Securities, Banking, Business Planning, Risk Assessment, Microsoft Office, Strategic Planning, Management, Project Planning, Budgets, Accounting, Strategic Financial..., Team Leadership, Finance, Strategy, Insurance, Operations Management, Series 63, Business Strategy
Education
University of New Orleans 2009 — 2010
MBA, Business Administration
Oakland University 1991 — 1995
Business, Finance
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor (CRPC)
Royal Oak Shrine 1986 — 1990
Diploma, College Preparatory
Blake Allen, JD's Merrill Lynch Experience 2006 - 2007
Job Experienced Compliance Professional
Industry Financial Services
Experience
Colorado Academy 2013 - 2015
Browne Academy 2012 - 2013
Whitelake Financial, LLC 2007 - 2010
Merrill Lynch 2006 - 2007
Morgan Stanley 2000 - 2006
Skills
Strategic Planning, Leadership, Training, Team Building, Management, Business Development, Business Strategy, Securities, Leadership Development, Coaching, Fundraising, Public Relations, Event Planning, Investments, Series 7, Public Speaking, Wealth Management, New Business Development, Risk Management, Budgets, Mergers & Acquisitions, Nonprofits, Sales, Asset Managment, Strategic Financial..., Research, Crisis Management, Financial Analysis, Negotiation, Operations Management, Insurance, Teaching, Marketing, Event Management, Team Leadership, Analysis, Ski, Customer Service
Education
The University of Alabama School of Law 1996 — 1999
Juris Doctor
Norwich University 1994 — 1996
Bachelor's Degree
Colorado Academy 2013 - 2015
Browne Academy 2012 - 2013
Whitelake Financial, LLC 2007 - 2010
Merrill Lynch 2006 - 2007
Morgan Stanley 2000 - 2006
Skills
Strategic Planning, Leadership, Training, Team Building, Management, Business Development, Business Strategy, Securities, Leadership Development, Coaching, Fundraising, Public Relations, Event Planning, Investments, Series 7, Public Speaking, Wealth Management, New Business Development, Risk Management, Budgets, Mergers & Acquisitions, Nonprofits, Sales, Asset Managment, Strategic Financial..., Research, Crisis Management, Financial Analysis, Negotiation, Operations Management, Insurance, Teaching, Marketing, Event Management, Team Leadership, Analysis, Ski, Customer Service
Education
The University of Alabama School of Law 1996 — 1999
Juris Doctor
Norwich University 1994 — 1996
Bachelor's Degree
Valeriy Mun Valeriy Mun's Merrill Lynch Experience June 2008 - August 2008
Job Regional Financial Risk Manager at AEGON Central & Eastern Europe
Industry Financial Services
Experience
Aegon Central & Eastern Europe June 2013 - Present
Aegon N.V. April 2012 - May 2013
Aegon N.V. November 2010 - April 2012
AEGON N.V. May 2010 - August 2010
KazAgroFinance April 2009 - August 2009
Moscow Institute of Economics, Statistics and Informatics September 2008 - January 2009
Merrill Lynch June 2008 - August 2008
Skills
Quantitative Finance, Financial Risk, Economic Capital, Market Risk, ALM, Derivatives, Banking
Education
Duisenberg School of Finance 2009 — 2010
MSc, Risk Management
London School of Economics and Political Science 2007 — 2008
postgrad, Econemetrics and Mathematical Economics
Novosibirsk State University (NSU) 2003 — 2007
BSc, Physics
Aegon Central & Eastern Europe June 2013 - Present
Aegon N.V. April 2012 - May 2013
Aegon N.V. November 2010 - April 2012
AEGON N.V. May 2010 - August 2010
KazAgroFinance April 2009 - August 2009
Moscow Institute of Economics, Statistics and Informatics September 2008 - January 2009
Merrill Lynch June 2008 - August 2008
Skills
Quantitative Finance, Financial Risk, Economic Capital, Market Risk, ALM, Derivatives, Banking
Education
Duisenberg School of Finance 2009 — 2010
MSc, Risk Management
London School of Economics and Political Science 2007 — 2008
postgrad, Econemetrics and Mathematical Economics
Novosibirsk State University (NSU) 2003 — 2007
BSc, Physics
Armando Zabala-Soler Armando Zabala-Soler's Merrill Lynch Experience 2005 - 2008
Job Manager at Miami Lakes Automall Chevrolet Kia Dodge Chrysler Jeep Ram Mitsubishi
Industry Automotive
Experience
Miami Lakes Automall - Chevrolet Kia Dodge Chrysler Jeep Ram Mitsubishi January 2013 - Present
Brickell Motors August 2012 - January 2013
International Air Transport Association (IATA) May 2011 - December 2011
Merrill Lynch 2005 - 2008
Skills
Sales, Managerial, Finance, Economics, Investments, Structured Finance, custmer service, Credit, Social Promotion, Sports, Networking, Business, English, Spanish-speaking, Negotiation, Strategic Planning, Customer Service, Analysis, Leadership, Financial Analysis, Strategy, Business Planning, Wealth Management, Unsecured Loans, Credit Analysis, Automotive, Portfolio Management, Business Development, Asset Management, Corporate Finance, Management
Education
Penn State University
Graduate Certificate, Financial Planning and Services
Nova Southeastern University 2011 — 2015
JD/MBA, International Business, Trade, and Tax Law
Unversity of Puerto Rico 1998 — 2003
Economics, Business/Managerial Economics, 3.8
Miami Lakes Automall - Chevrolet Kia Dodge Chrysler Jeep Ram Mitsubishi January 2013 - Present
Brickell Motors August 2012 - January 2013
International Air Transport Association (IATA) May 2011 - December 2011
Merrill Lynch 2005 - 2008
Skills
Sales, Managerial, Finance, Economics, Investments, Structured Finance, custmer service, Credit, Social Promotion, Sports, Networking, Business, English, Spanish-speaking, Negotiation, Strategic Planning, Customer Service, Analysis, Leadership, Financial Analysis, Strategy, Business Planning, Wealth Management, Unsecured Loans, Credit Analysis, Automotive, Portfolio Management, Business Development, Asset Management, Corporate Finance, Management
Education
Penn State University
Graduate Certificate, Financial Planning and Services
Nova Southeastern University 2011 — 2015
JD/MBA, International Business, Trade, and Tax Law
Unversity of Puerto Rico 1998 — 2003
Economics, Business/Managerial Economics, 3.8
Vaughn Alliton's Merrill Lynch Experience December 1995 - March 2005
Job
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
JPMorgan Chase December 2013 - April 2014
Morgan Stanley March 2005 - December 2013
Pace University January 2003 - May 2006
Merrill Lynch December 1995 - March 2005
Merrill Lynch Japan 1995 - 1997
World Omni Financial Corp. 1989 - 1992
Skills
Regulatory Exam..., Risk Management, Process Engineering, Project Portfolio..., Software Project..., PMO, Financial Management, Personnel Management, Cross-functional Team..., Project Management, Managerial Finance, Business Analysis, Financial Risk, Business Continuity, Business Strategy, Derivatives, Governance, IT Strategy, Analysis, Program Management, Strategy, SDLC, MS Project, Management, Business Process..., Six Sigma, Leadership, Banking, Software Development, Financial Services, Information Technology, Vendor Management, Outsourcing, Fixed Income, IT Management, Investment Banking, Portfolio Management, Trading Systems, Capital Markets
Education
Pace University 2001 — 2009
DPS
Nova Southeastern University 1989 — 1992
MBA
University of Michigan 1984 — 1988
BA
JPMorgan Chase May 2014 - Present
JPMorgan Chase December 2013 - April 2014
Morgan Stanley March 2005 - December 2013
Pace University January 2003 - May 2006
Merrill Lynch December 1995 - March 2005
Merrill Lynch Japan 1995 - 1997
World Omni Financial Corp. 1989 - 1992
Skills
Regulatory Exam..., Risk Management, Process Engineering, Project Portfolio..., Software Project..., PMO, Financial Management, Personnel Management, Cross-functional Team..., Project Management, Managerial Finance, Business Analysis, Financial Risk, Business Continuity, Business Strategy, Derivatives, Governance, IT Strategy, Analysis, Program Management, Strategy, SDLC, MS Project, Management, Business Process..., Six Sigma, Leadership, Banking, Software Development, Financial Services, Information Technology, Vendor Management, Outsourcing, Fixed Income, IT Management, Investment Banking, Portfolio Management, Trading Systems, Capital Markets
Education
Pace University 2001 — 2009
DPS
Nova Southeastern University 1989 — 1992
MBA
University of Michigan 1984 — 1988
BA
Jim Desmond (CISSP, CISM, CFE)'s Merrill Lynch Experience November 2005 - September 2009
Job Chief Security Officer at Elevate
Industry Computer & Network Security
Experience
Elevate December 2012 - Present
Vantiv July 2010 - December 2012
Intuit September 2009 - July 2010
Merrill Lynch November 2005 - September 2009
National City Corporation May 2001 - November 2005
Whittman-Hart June 1999 - May 2001
USFreightways 1995 - 1996
Skills
Security, Disaster Recovery, Vulnerability Management, Identity Management, CISSP, CISM, CFE, SOX, PCI, SAS70, FFIEC, HIPPA, Risk Assessment, Business Continuity, Security Strategy..., Controls Implementation, Information Security..., GLBA, ISO 27001, Security Technologies, Incident Management, Incident Investigations, PCI DSS, SSL VPN, M&A experience, ISACA, ISSA, ISC, ACFE, Information Security, Sarbanes-Oxley Act, HIPAA, Application Security, Data Privacy, Business Continuity..., Certified Fraud Examiner, COBIT, Computer Security, Control Systems Design, Data Security, Enterprise Risk..., Financial Risk, Firewalls, Governance, CISA, Computer Forensics, IT Audit, IT Management, Incident Response, Information Security...
Education
Norwich University 2003 — 2005
Masters, Information Assurance
The Ohio State University 1985 — 1990
BA, Political Science
Elevate December 2012 - Present
Vantiv July 2010 - December 2012
Intuit September 2009 - July 2010
Merrill Lynch November 2005 - September 2009
National City Corporation May 2001 - November 2005
Whittman-Hart June 1999 - May 2001
USFreightways 1995 - 1996
Skills
Security, Disaster Recovery, Vulnerability Management, Identity Management, CISSP, CISM, CFE, SOX, PCI, SAS70, FFIEC, HIPPA, Risk Assessment, Business Continuity, Security Strategy..., Controls Implementation, Information Security..., GLBA, ISO 27001, Security Technologies, Incident Management, Incident Investigations, PCI DSS, SSL VPN, M&A experience, ISACA, ISSA, ISC, ACFE, Information Security, Sarbanes-Oxley Act, HIPAA, Application Security, Data Privacy, Business Continuity..., Certified Fraud Examiner, COBIT, Computer Security, Control Systems Design, Data Security, Enterprise Risk..., Financial Risk, Firewalls, Governance, CISA, Computer Forensics, IT Audit, IT Management, Incident Response, Information Security...
Education
Norwich University 2003 — 2005
Masters, Information Assurance
The Ohio State University 1985 — 1990
BA, Political Science
Alan Garbacik's Merrill Lynch Experience February 2011 - August 2013
Job Mortgage Consultant, The Garbacik Mortgage Group, Success Mortgage Partners
Industry Financial Services
Experience
The Garbacik Mortgage Group August 2013 - Present
Merrill Lynch February 2011 - August 2013
Merrill Lynch November 2008 - January 2011
Merrill Lynch November 2006 - October 2008
Skills
Banking, Loans, Mortgage Lending, Wealth Management, Finance, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Credit, Uniform Combined State..., Loan Origination, Mortgage Banking, Private Banking, Insurance, Residential Mortgages, Refinance, FHA, Customer Service, Management, Marketing, Real Estate, Sales, First Time Home Buyers, Credit Analysis, Investment Properties, Strategic Planning, Commercial Lending, Small Business, Financial Analysis, Referrals
Education
Oakland University 2000 — 2005
The Garbacik Mortgage Group August 2013 - Present
Merrill Lynch February 2011 - August 2013
Merrill Lynch November 2008 - January 2011
Merrill Lynch November 2006 - October 2008
Skills
Banking, Loans, Mortgage Lending, Wealth Management, Finance, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Credit, Uniform Combined State..., Loan Origination, Mortgage Banking, Private Banking, Insurance, Residential Mortgages, Refinance, FHA, Customer Service, Management, Marketing, Real Estate, Sales, First Time Home Buyers, Credit Analysis, Investment Properties, Strategic Planning, Commercial Lending, Small Business, Financial Analysis, Referrals
Education
Oakland University 2000 — 2005
Alex Benedetti's Merrill Lynch Experience December 2005 - August 2009
Job Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab August 2009 - Present
Merrill Lynch December 2005 - August 2009
Skills
Series 7, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Series 63, Investment Advisory, ETFs, Series 65, Investment Strategies, Alternative Investments, Securities, Asset Managment
Education
Nova Southeastern University 2004 — 2006
MBA
Charles Schwab August 2009 - Present
Merrill Lynch December 2005 - August 2009
Skills
Series 7, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Series 63, Investment Advisory, ETFs, Series 65, Investment Strategies, Alternative Investments, Securities, Asset Managment
Education
Nova Southeastern University 2004 — 2006
MBA
Steve Wyman's Merrill Lynch Experience September 2007 - August 2008
Job Project Manager at Ponte Vedra Passive House Properties
Industry Information Technology and Services
Experience
Ponte Vedra Passive House Properties June 2010 - Present
Bank of America September 2008 - October 2009
Merrill Lynch September 2007 - August 2008
Dorado January 2007 - September 2007
CSX Technology 1997 - 2004
Skills
Vendor Management, Business Analysis, Program Management, SDLC, Project Management, Process Improvement, Leadership, PMO, IT Strategy, Cross-functional Team..., Software Project..., Requirements Analysis, Strategic Planning, Management, PMP
Education
Western Connecticut State University 1986 — 1990
Western Connecticut State University 1986 — 1990
Western Connecticut State University 1986 — 1990
Marketing
Norwalk Community College
Norwalk Community College
Norwalk Community College
Ponte Vedra Passive House Properties June 2010 - Present
Bank of America September 2008 - October 2009
Merrill Lynch September 2007 - August 2008
Dorado January 2007 - September 2007
CSX Technology 1997 - 2004
Skills
Vendor Management, Business Analysis, Program Management, SDLC, Project Management, Process Improvement, Leadership, PMO, IT Strategy, Cross-functional Team..., Software Project..., Requirements Analysis, Strategic Planning, Management, PMP
Education
Western Connecticut State University 1986 — 1990
Western Connecticut State University 1986 — 1990
Western Connecticut State University 1986 — 1990
Marketing
Norwalk Community College
Norwalk Community College
Norwalk Community College
Susan Kataja McCombs's Merrill Lynch Experience June 1985 - November 1988
Job Business Consultant at HP Enterprise Services
Industry Information Technology and Services
Experience
Hewlett-Packard January 2014 - Present
HP Enterprise Services December 2011 - October 2013
Hewlett-Packard June 2011 - January 2012
Dimension Systems July 2008 - June 2011
ACN Inc. June 2003 - July 2008
Kmart November 1997 - April 2003
Amerisure Insurance September 1995 - November 1997
Royal & SunAlliance June 1989 - December 1995
EDS GFS November 1988 - June 1989
Merrill Lynch June 1985 - November 1988
Skills
PeopleSoft, SQL, Visio, Vendor Management, DB2, Requirements Analysis, Unix, Solaris, ERP, Requirements Gathering, Business Analysis, SDLC, Databases, Servers, Windows, System Administration, Microsoft SQL Server, Disaster Recovery, Change Management, Oracle
Education
Regis University 2003 — 2010
BS, Business Management
Life Office Management Association 1989 — 1991
FLMI, Life Insurance Management
Oakland Community College 1983 — 1991
AAS, Computer Science
Hewlett-Packard January 2014 - Present
HP Enterprise Services December 2011 - October 2013
Hewlett-Packard June 2011 - January 2012
Dimension Systems July 2008 - June 2011
ACN Inc. June 2003 - July 2008
Kmart November 1997 - April 2003
Amerisure Insurance September 1995 - November 1997
Royal & SunAlliance June 1989 - December 1995
EDS GFS November 1988 - June 1989
Merrill Lynch June 1985 - November 1988
Skills
PeopleSoft, SQL, Visio, Vendor Management, DB2, Requirements Analysis, Unix, Solaris, ERP, Requirements Gathering, Business Analysis, SDLC, Databases, Servers, Windows, System Administration, Microsoft SQL Server, Disaster Recovery, Change Management, Oracle
Education
Regis University 2003 — 2010
BS, Business Management
Life Office Management Association 1989 — 1991
FLMI, Life Insurance Management
Oakland Community College 1983 — 1991
AAS, Computer Science
Antoinette Lobaito's Merrill Lynch Experience March 2013 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Fifth Third Bank June 2009 - March 2013
United Auto Credit Corporation November 2006 - April 2011
Seligman & Herrod August 2005 - November 2006
DaimlerChrysler Financial Services June 2003 - August 2005
Skills
Loans, Credit, Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Commercial Banking, Retail Banking, Loan Origination, Financial Analysis, Portfolio Management, Finance, Credit Risk, Underwriting, Mortgage Banking, Series 7, Hold Series 7
Education
Oakland University 1999 — 2005
Merrill Lynch March 2013 - Present
Fifth Third Bank June 2009 - March 2013
United Auto Credit Corporation November 2006 - April 2011
Seligman & Herrod August 2005 - November 2006
DaimlerChrysler Financial Services June 2003 - August 2005
Skills
Loans, Credit, Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Commercial Banking, Retail Banking, Loan Origination, Financial Analysis, Portfolio Management, Finance, Credit Risk, Underwriting, Mortgage Banking, Series 7, Hold Series 7
Education
Oakland University 1999 — 2005
Tom Lanning's Merrill Lynch Experience October 2013 - December 2014
Job Vice President, Premier Banker
Industry Financial Services
Experience
SunTrust June 2015 - Present
Merrill Lynch October 2013 - December 2014
Chemical Bank December 2009 - October 2013
National City May 2008 - December 2009
Hantz Financial April 2007 - April 2008
Skills
Credit, Banking, Wealth Management, Finance, Loans, Consumer Lending, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Loan Origination, Mortgage Banking, Refinance, Branch Management, Cross Selling, Portfolio Management, Credit Risk, FHA, Risk Management, Residential Mortgages
Education
Northwood University 1996 — 2001
SunTrust June 2015 - Present
Merrill Lynch October 2013 - December 2014
Chemical Bank December 2009 - October 2013
National City May 2008 - December 2009
Hantz Financial April 2007 - April 2008
Skills
Credit, Banking, Wealth Management, Finance, Loans, Consumer Lending, Commercial Banking, Retail Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Loan Origination, Mortgage Banking, Refinance, Branch Management, Cross Selling, Portfolio Management, Credit Risk, FHA, Risk Management, Residential Mortgages
Education
Northwood University 1996 — 2001
Charles Mustapich's Merrill Lynch Experience June 2003 - January 2004
Job Sr. Financial Management Associate at Quantech Services, Inc.
Industry Defense & Space
Experience
Quantech Services, Inc. June 2010 - Present
Self-Employed (Financial Research) January 2004 - May 2010
Merrill Lynch June 2003 - January 2004
US Air Force August 1999 - December 2002
US Air Force August 1996 - July 1999
US Air Force January 1993 - July 1996
US Air Force December 1990 - January 1993
United States Air Force December 1982 - November 1989
Skills
Analysis, Pivot Tables, Financial Modeling, Financial Analysis, Team Building, Team Leadership, Microsoft Excel, DoD, Command, Leadership, Security Clearance, Military, Air Force, Defense, Intelligence, Excel Functions, Intelligence Analysis, Spreadsheets, Report Design, Boolean Logic, Quantitative Research, Boolean Searching, Briefing, Public Speaking, Microsoft Office, PowerPoint, Data Collection, Security, Foreign Military Sales
Education
Joint Military Intelligence College 1988 — 1991
M.S., Strategic Intelligence
Norwich University 1978 — 1982
B.S., Earth Sciences
Defense Acquisition University 2010 — 2010
Certificate Courses
Defense Institute of Security Assistance Management (DISAM) 2015 — 2015
Certification Course
Quantech Services, Inc. June 2010 - Present
Self-Employed (Financial Research) January 2004 - May 2010
Merrill Lynch June 2003 - January 2004
US Air Force August 1999 - December 2002
US Air Force August 1996 - July 1999
US Air Force January 1993 - July 1996
US Air Force December 1990 - January 1993
United States Air Force December 1982 - November 1989
Skills
Analysis, Pivot Tables, Financial Modeling, Financial Analysis, Team Building, Team Leadership, Microsoft Excel, DoD, Command, Leadership, Security Clearance, Military, Air Force, Defense, Intelligence, Excel Functions, Intelligence Analysis, Spreadsheets, Report Design, Boolean Logic, Quantitative Research, Boolean Searching, Briefing, Public Speaking, Microsoft Office, PowerPoint, Data Collection, Security, Foreign Military Sales
Education
Joint Military Intelligence College 1988 — 1991
M.S., Strategic Intelligence
Norwich University 1978 — 1982
B.S., Earth Sciences
Defense Acquisition University 2010 — 2010
Certificate Courses
Defense Institute of Security Assistance Management (DISAM) 2015 — 2015
Certification Course
Anthony Picano's Merrill Lynch Experience 2000 - 2001
Job Senior Vice President at Webster Bank
Industry Banking
Experience
Webster Bank July 2009 - Present
New Hampshire Air National Guard July 1984 - Present
Sovereign Bank July 2001 - July 2009
Merrill Lynch 2000 - 2001
USTrust 1992 - 2000
Skills
Risk Management, Customer Relations, Banking, Portfolio Management, Sales Management, Direct Sales, Cash Management, Commercial Banking, Asset Management, Business Development, CRM, Change Management, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Financial Services, Investments, Leadership, Management, Process Improvement, Product Management, Relationship Management, Strategic Planning, Strategy, Team Building, Treasury Management, Wealth Management
Education
Norwich University 2008 — 2010
MBA, Finance
Salem State University 1988 — 1992
BS, Finance & Economics
Webster Bank July 2009 - Present
New Hampshire Air National Guard July 1984 - Present
Sovereign Bank July 2001 - July 2009
Merrill Lynch 2000 - 2001
USTrust 1992 - 2000
Skills
Risk Management, Customer Relations, Banking, Portfolio Management, Sales Management, Direct Sales, Cash Management, Commercial Banking, Asset Management, Business Development, CRM, Change Management, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Financial Services, Investments, Leadership, Management, Process Improvement, Product Management, Relationship Management, Strategic Planning, Strategy, Team Building, Treasury Management, Wealth Management
Education
Norwich University 2008 — 2010
MBA, Finance
Salem State University 1988 — 1992
BS, Finance & Economics
Glenn Linderman's Merrill Lynch Experience September 1980 - June 1982
Job Senior Sage 300 ERP Application Consultant at Equation Technologies, Inc.
Industry Information Services
Experience
Equation Technologies, Inc. January 2014 - Present
DSD Business Systems Inc., Horizon Information Systems, Inc. February 2001 - January 2014
Apollo Global Management LLC April 1998 - July 2000
Networks Electronic, Inc. May 1994 - December 1999
InvestTech Systems Consulting January 1997 - April 1998
Glendale Federal Bank, FSB December 1995 - January 1997
Libra Investments, Inc. February 1992 - October 1995
Columbia Savings & Loan Association February 1988 - January 1992
CCH Computax, Inc. August 1982 - January 1988
Merrill Lynch September 1980 - June 1982
Education
Southwestern University School of Law 1988 — 1989
Jurist Doctorate Credits, Law
Pepperdine University 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oakland University 1977 — 1981
Bachelor of Science (B.S.), Finance and Computer Science
Equation Technologies, Inc. January 2014 - Present
DSD Business Systems Inc., Horizon Information Systems, Inc. February 2001 - January 2014
Apollo Global Management LLC April 1998 - July 2000
Networks Electronic, Inc. May 1994 - December 1999
InvestTech Systems Consulting January 1997 - April 1998
Glendale Federal Bank, FSB December 1995 - January 1997
Libra Investments, Inc. February 1992 - October 1995
Columbia Savings & Loan Association February 1988 - January 1992
CCH Computax, Inc. August 1982 - January 1988
Merrill Lynch September 1980 - June 1982
Education
Southwestern University School of Law 1988 — 1989
Jurist Doctorate Credits, Law
Pepperdine University 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oakland University 1977 — 1981
Bachelor of Science (B.S.), Finance and Computer Science
Lana C's Merrill Lynch Experience September 1997 - January 1998
Job Management
Industry Medical Practice
Experience
UNVERSITY OF TEXAS MEDICAL BRANCH December 2009 - Present
All Things New December 2008 - Present
75000 May 2005 - October 2008
OAKTREE ASSET MANAGEMENT October 1998 - May 2005
FINANCIAL GUARANTY INSURANCE COMPANY January 1998 - September 1998
Merrill Lynch September 1997 - January 1998
Education
Texas Women's University 2011 — 2012
MBA
Swedish Institute 2001 — 2004
specialized degree, Allied Health
Nyack College 1997 — 1999
Bachelor's of Science, Management
UNVERSITY OF TEXAS MEDICAL BRANCH December 2009 - Present
All Things New December 2008 - Present
75000 May 2005 - October 2008
OAKTREE ASSET MANAGEMENT October 1998 - May 2005
FINANCIAL GUARANTY INSURANCE COMPANY January 1998 - September 1998
Merrill Lynch September 1997 - January 1998
Education
Texas Women's University 2011 — 2012
MBA
Swedish Institute 2001 — 2004
specialized degree, Allied Health
Nyack College 1997 — 1999
Bachelor's of Science, Management
Oleh Dutkewych's Merrill Lynch Experience 1993 - 2001
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2007 - Present
Smith Barney 2001 - 2007
Merrill Lynch 1993 - 2001
Education
Norwich University 1985 — 1989
Morgan Stanley 2007 - Present
Smith Barney 2001 - 2007
Merrill Lynch 1993 - 2001
Education
Norwich University 1985 — 1989
Elizabeth Johnston, MBA.'s Merrill Lynch Experience January 2012 - September 2012
Job Business Teacher at Duval County Public Schools/ Wolfson High School
Industry Education Management
Experience
Duval County Public Schools August 2013 - Present
Network Managers July 2011 - Present
Thigpen Heating and Cooling June 2014 - May 2015
Westview K-8 March 2013 - June 2013
CSX Transportation December 2012 - May 2013
Waterleaf Elementary October 2012 - February 2013
Merrill Lynch January 2012 - September 2012
American Marketing Association-Jacksonville Chapter June 2011 - June 2012
UNF Association for Fundraising Professionals April 2011 - April 2012
Investments Company May 2011 - July 2011
Skills
Time Management, Organizing, Social Media, Social Marketing, Customer Focus, Blogging, Wordpress Design, Wordpress, SEO, Facebook, Twitter, Customer Service, Attention To Detail, Problem Solving, Accounting, Quickbooks, Online Marketing, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Customer Oriented, QuickBooks, Online Advertising, Microsoft Office, Advertising, Fundraising, WordPress, Recruiting, Public Speaking, Social Media Marketing, Marketing Strategy, Teamwork, Small Business, Team Leadership, Entrepreneurship, Leadership, Social Networking, Management, Email Marketing, CRM, Networking, Marketing Communications, Web Design, Event Management, Research, Training, Digital Media, Market Research
Education
University of North Florida 2014 — 2016
Masters of Education, Technology
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), MBA
Malaria No More & One 2012 — 2012
Malaria Griots Certificate, Malaria Education
University of North Florida 2006 — 2011
BA, Business-Marketing
Duval County Public Schools August 2013 - Present
Network Managers July 2011 - Present
Thigpen Heating and Cooling June 2014 - May 2015
Westview K-8 March 2013 - June 2013
CSX Transportation December 2012 - May 2013
Waterleaf Elementary October 2012 - February 2013
Merrill Lynch January 2012 - September 2012
American Marketing Association-Jacksonville Chapter June 2011 - June 2012
UNF Association for Fundraising Professionals April 2011 - April 2012
Investments Company May 2011 - July 2011
Skills
Time Management, Organizing, Social Media, Social Marketing, Customer Focus, Blogging, Wordpress Design, Wordpress, SEO, Facebook, Twitter, Customer Service, Attention To Detail, Problem Solving, Accounting, Quickbooks, Online Marketing, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Customer Oriented, QuickBooks, Online Advertising, Microsoft Office, Advertising, Fundraising, WordPress, Recruiting, Public Speaking, Social Media Marketing, Marketing Strategy, Teamwork, Small Business, Team Leadership, Entrepreneurship, Leadership, Social Networking, Management, Email Marketing, CRM, Networking, Marketing Communications, Web Design, Event Management, Research, Training, Digital Media, Market Research
Education
University of North Florida 2014 — 2016
Masters of Education, Technology
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), MBA
Malaria No More & One 2012 — 2012
Malaria Griots Certificate, Malaria Education
University of North Florida 2006 — 2011
BA, Business-Marketing
Giovanna Gebbia's Merrill Lynch Experience 2001 - 2001
Job Planning and Forecasting Anaylst/Scheduling Coordinator at Airbus
Industry Aviation & Aerospace
Experience
Airbus June 2013 - Present
Airbus May 2011 - Present
Airbus February 2008 - May 2011
Airbus April 2005 - February 2008
Bernard Hodes Group 2004 - 2005
Zimmerman Advertising 2002 - 2004
The Broward County Advisory Board for Individuals with Disabilities 2002 - 2002
Sport Marketing Research Institute (SMRI) 2001 - 2002
Merrill Lynch 2001 - 2001
Skills
Tri-Lingual: English,..., Public Speaking and..., Type approximately 50..., Alpha Data Entry of..., Numeric Data Entry of..., Marketing and..., Decision Analysis,..., Microsoft Office..., Microsoft Windows 97, SAP Software Product..., Certified Fingerprint..., Internet Browsers and..., Quicken and Word..., Adobe Photoshop,..., Mac OS X, Customer Service
Education
Nova Southeastern University 2001 — 2001
Master of Business Administration (M.B.A.), Business Administration
Nova Southeastern University 1997 — 2000
Bachelor's Degree, Business Administration
Airbus June 2013 - Present
Airbus May 2011 - Present
Airbus February 2008 - May 2011
Airbus April 2005 - February 2008
Bernard Hodes Group 2004 - 2005
Zimmerman Advertising 2002 - 2004
The Broward County Advisory Board for Individuals with Disabilities 2002 - 2002
Sport Marketing Research Institute (SMRI) 2001 - 2002
Merrill Lynch 2001 - 2001
Skills
Tri-Lingual: English,..., Public Speaking and..., Type approximately 50..., Alpha Data Entry of..., Numeric Data Entry of..., Marketing and..., Decision Analysis,..., Microsoft Office..., Microsoft Windows 97, SAP Software Product..., Certified Fingerprint..., Internet Browsers and..., Quicken and Word..., Adobe Photoshop,..., Mac OS X, Customer Service
Education
Nova Southeastern University 2001 — 2001
Master of Business Administration (M.B.A.), Business Administration
Nova Southeastern University 1997 — 2000
Bachelor's Degree, Business Administration
Mark Morell's Merrill Lynch Experience March 1994 - March 2009
Job Managing Director at Mizuho Securities Co., Ltd.
Industry Financial Services
Experience
Mizuho Securities Co., Ltd. July 2015 - Present
Canaccord Genuity Inc. January 2012 - Present
Collins Stewart Wealth Management March 2009 - January 2012
Merrill Lynch March 1994 - March 2009
Skills
Equities, Hedge Funds, Investment Banking, Investments, Fixed Income, Asset Managment, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Equity Research, Valuation
Education
University of South Florida 1977 — 1979
Bachelor of Applied Science (B.A.Sc.)
Norwich University 1975 — 1977
Bachelor of Science (BS)
Mizuho Securities Co., Ltd. July 2015 - Present
Canaccord Genuity Inc. January 2012 - Present
Collins Stewart Wealth Management March 2009 - January 2012
Merrill Lynch March 1994 - March 2009
Skills
Equities, Hedge Funds, Investment Banking, Investments, Fixed Income, Asset Managment, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Equity Research, Valuation
Education
University of South Florida 1977 — 1979
Bachelor of Applied Science (B.A.Sc.)
Norwich University 1975 — 1977
Bachelor of Science (BS)
Mariah Rodriguez's Merrill Lynch Experience November 2009 - February 2013
Job at
Industry Financial Services
Experience
Deutsche Bank Securities March 2014 - Present
Deutsche Bank March 2013 - March 2014
Merrill Lynch November 2009 - February 2013
Merrill Lynch September 2006 - November 2009
Skills
Six Sigma, Risk Management, Process Improvement, Account Reconciliation, Green Belt, Risk Assessment, Research Project..., Control, Balanced Scorecard, Balance Sheet, Balance Sheet Review, Monthly Close, Transaction Accounting, Financial Risk, Profit, Project Management, Analysis, Customer Service, Financial Services, Microsoft Excel
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of North Florida 2003 — 2006
Bachelor of Arts (B.A.), Sociology
Deutsche Bank Securities March 2014 - Present
Deutsche Bank March 2013 - March 2014
Merrill Lynch November 2009 - February 2013
Merrill Lynch September 2006 - November 2009
Skills
Six Sigma, Risk Management, Process Improvement, Account Reconciliation, Green Belt, Risk Assessment, Research Project..., Control, Balanced Scorecard, Balance Sheet, Balance Sheet Review, Monthly Close, Transaction Accounting, Financial Risk, Profit, Project Management, Analysis, Customer Service, Financial Services, Microsoft Excel
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of North Florida 2003 — 2006
Bachelor of Arts (B.A.), Sociology
Leonard Cerase's Merrill Lynch Experience 1997 - 2003
Job Commerical ManagementGlobal Strategic Sourcing/Facilities Manager at Beazley
Industry Insurance
Experience
Beazley June 2009 - Present
MetLife 2003 - 2009
Merrill Lynch 1997 - 2003
Skills
Contract Negotiation, Vendor Management, Procurement, Strategic Sourcing, Sourcing, Purchasing, Management, Negotiation, Project Planning, Process Improvement, Change Management, Analysis, CRM, Business Process, Supply Management, Strategic Planning, Project Management, Operations Management, Outsourcing, Leadership, Cross-functional Team..., Contract Management, Budgets, Strategy, Program Management, Team Building, Insurance, Business Process..., Business Analysis, Risk Management, Training, Stakeholder Management, Performance Management, Global Sourcing, Team Leadership, Forecasting, Business Strategy, Supply Chain Management, Account Management, Team Management
Education
Nyack College 2005 — 2007
Master's Degree, Business Management
Beazley June 2009 - Present
MetLife 2003 - 2009
Merrill Lynch 1997 - 2003
Skills
Contract Negotiation, Vendor Management, Procurement, Strategic Sourcing, Sourcing, Purchasing, Management, Negotiation, Project Planning, Process Improvement, Change Management, Analysis, CRM, Business Process, Supply Management, Strategic Planning, Project Management, Operations Management, Outsourcing, Leadership, Cross-functional Team..., Contract Management, Budgets, Strategy, Program Management, Team Building, Insurance, Business Process..., Business Analysis, Risk Management, Training, Stakeholder Management, Performance Management, Global Sourcing, Team Leadership, Forecasting, Business Strategy, Supply Chain Management, Account Management, Team Management
Education
Nyack College 2005 — 2007
Master's Degree, Business Management
Ramona Galey's Merrill Lynch Experience 1982 - 1983
Job Nonprofit Management
Industry Nonprofit Organization Management
Experience
Children's Chorus of Maryland, Inc 2000 - Present
Keller Williams 2013 - 2014
West Pratt Properties, LLC 2004 - 2008
Pearce & Sons, Praxis Construction, Bay Area Framers 1994 - 1999
Maryland Department of Human Resources 1983 - 1985
Merrill Lynch 1982 - 1983
Skills
Life Coaching, Program Management, Project Management, Non-profit Leadership, Relationship Coach, Coaching, Process Improvement, Non-profits, Entrepreneurship, Leadership, Proposal Writing, Nonprofits, Selling, Marketing, Real Estate, Customer Service, Management, Residential Homes, Investments, Investment Properties, Investors, Sellers, Sales Management, Training, Contract Negotiation, Small Business, Real Estate Transactions, Strategy, Commercial Real Estate, Marketing Strategy, Condos, Real Estate Economics, Buyers, Referrals, Brokerage, Negotiation, Move Up Buyers, Foreclosures, Short Sales, First Time Home Buyers, Sales, Public Speaking, Strategic Planning, Event Planning, Teaching, Budgets
Education
Rice University 1990 — 1992
Master, Music
The Johns Hopkins University 1977 — 1981
BMEd, Music, Music Education
Notre Dame of Maryland University 2003 — 2004
Certificate, Nonprofit Management
Children's Chorus of Maryland, Inc 2000 - Present
Keller Williams 2013 - 2014
West Pratt Properties, LLC 2004 - 2008
Pearce & Sons, Praxis Construction, Bay Area Framers 1994 - 1999
Maryland Department of Human Resources 1983 - 1985
Merrill Lynch 1982 - 1983
Skills
Life Coaching, Program Management, Project Management, Non-profit Leadership, Relationship Coach, Coaching, Process Improvement, Non-profits, Entrepreneurship, Leadership, Proposal Writing, Nonprofits, Selling, Marketing, Real Estate, Customer Service, Management, Residential Homes, Investments, Investment Properties, Investors, Sellers, Sales Management, Training, Contract Negotiation, Small Business, Real Estate Transactions, Strategy, Commercial Real Estate, Marketing Strategy, Condos, Real Estate Economics, Buyers, Referrals, Brokerage, Negotiation, Move Up Buyers, Foreclosures, Short Sales, First Time Home Buyers, Sales, Public Speaking, Strategic Planning, Event Planning, Teaching, Budgets
Education
Rice University 1990 — 1992
Master, Music
The Johns Hopkins University 1977 — 1981
BMEd, Music, Music Education
Notre Dame of Maryland University 2003 — 2004
Certificate, Nonprofit Management
Nadine Pierre-Louis's Merrill Lynch Experience 1984 - 1989
Job Conflict Resolution Professional/ Adjunct Professor
Industry Alternative Dispute Resolution
Experience
Miami Dade College 2010 - Present
Neil Katz and Associates 2011 - 2013
American Arbitration Association 2010 - 2013
The Family Enrichment Institute 2002 - 2012
Urban Residential Development Group 2004 - 2010
City College - Dadeland 2002 - 2003
Zuni Transportation 1997 - 2001
Morgan Stanley f/k/a Dean Witter Reynolds 1993 - 1997
Bank of America f/k/a Barnett Securities 1989 - 1993
Merrill Lynch 1984 - 1989
Skills
Alternative Dispute..., Research, Mediation, Conflict Resolution, Teaching, Dispute Resolution, Conflict Management, Coaching, Negotiation, Family Mediation, Fundraising, Nonprofits, Program Development, Qualitative Research, Higher Education, Leadership Development, Conflict, Event Planning, Grant Writing, Workshop Facilitation, Community Outreach, Organizational..., Psychotherapy, Psychology, Addictions, Parenting, Parenting Coordinator, Organizational..., Policy
Education
Nova Southeastern University 2009 — 2014
Ph.D Candidate, Conflict Analysis and Resolution
Miami Norland High School
Miami Norland High School
Nova Southeastern University
Graduate Certificate, Qualitative Research
St. Thomas University
Master of Science (MS), Marriage and Family Therapy/Counseling
University of Miami
Bachelor of Business Administration (BBA), International Finance and Marketing
Miami Dade College 2010 - Present
Neil Katz and Associates 2011 - 2013
American Arbitration Association 2010 - 2013
The Family Enrichment Institute 2002 - 2012
Urban Residential Development Group 2004 - 2010
City College - Dadeland 2002 - 2003
Zuni Transportation 1997 - 2001
Morgan Stanley f/k/a Dean Witter Reynolds 1993 - 1997
Bank of America f/k/a Barnett Securities 1989 - 1993
Merrill Lynch 1984 - 1989
Skills
Alternative Dispute..., Research, Mediation, Conflict Resolution, Teaching, Dispute Resolution, Conflict Management, Coaching, Negotiation, Family Mediation, Fundraising, Nonprofits, Program Development, Qualitative Research, Higher Education, Leadership Development, Conflict, Event Planning, Grant Writing, Workshop Facilitation, Community Outreach, Organizational..., Psychotherapy, Psychology, Addictions, Parenting, Parenting Coordinator, Organizational..., Policy
Education
Nova Southeastern University 2009 — 2014
Ph.D Candidate, Conflict Analysis and Resolution
Miami Norland High School
Miami Norland High School
Nova Southeastern University
Graduate Certificate, Qualitative Research
St. Thomas University
Master of Science (MS), Marriage and Family Therapy/Counseling
University of Miami
Bachelor of Business Administration (BBA), International Finance and Marketing
Lori Snell's Merrill Lynch Experience May 1989 - 2002
Job Senior Registered Client Service Associate
Industry Financial Services
Experience
UBS Financial Services Inc. Senior Registered Client Service Assoc.UBS2002 - Present
Merrill Lynch May 1989 - 2002
Education
Oakland University
Bachelor of Science (B.S.), Business Administration and Management, General
UBS Financial Services Inc. Senior Registered Client Service Assoc.UBS2002 - Present
Merrill Lynch May 1989 - 2002
Education
Oakland University
Bachelor of Science (B.S.), Business Administration and Management, General
Jacques Fortune's Merrill Lynch Experience June 2010 - Present
Job VP, Large Corporate Implementation Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch June 2010 - Present
Bank of America March 2008 - June 2010
Bank of America April 2006 - March 2008
Marriott Vacation Club International June 2001 - March 2008
Interval International November 1997 - June 2001
Skills
Account Management, Staff Supervision, Treasury Services, Hotel Management, Customer Service, Team Leadership, Leadership, Process Improvement, Recruiting, Management, Strategic Planning, Sales, Access, Banking, Business Analysis, Team Building, Risk Management, Microsoft Excel, Analysis, Financial Analysis, Project Management, Finance, Portfolio Management
Education
Nova Southeastern University 2009 — 2012
Business Administration
City College 1997 — 1999
Associate Degree
G. Holmes Braddock Senior High 1994 — 1996
High school Diploma
Merrill Lynch June 2010 - Present
Bank of America March 2008 - June 2010
Bank of America April 2006 - March 2008
Marriott Vacation Club International June 2001 - March 2008
Interval International November 1997 - June 2001
Skills
Account Management, Staff Supervision, Treasury Services, Hotel Management, Customer Service, Team Leadership, Leadership, Process Improvement, Recruiting, Management, Strategic Planning, Sales, Access, Banking, Business Analysis, Team Building, Risk Management, Microsoft Excel, Analysis, Financial Analysis, Project Management, Finance, Portfolio Management
Education
Nova Southeastern University 2009 — 2012
Business Administration
City College 1997 — 1999
Associate Degree
G. Holmes Braddock Senior High 1994 — 1996
High school Diploma
Joanne Postlethwaite's Merrill Lynch Experience October 2000 - May 2006
Job Sales Professional, Business Development
Industry Financial Services
Experience
Surfer's Pool Service & Repair, Inc. 2011 - 2014
Metlife Bank June 2006 - October 2011
Merrill Lynch October 2000 - May 2006
SouthTrust Mortgage Corporation January 1999 - October 2000
Republic Bank 1998 - 1999
Skills
New Business Development, Leadership Skills, Relationship Building, Inside/Outside Sales..., Presentation Skills, Pipeline Management, Creative Thinking, Leadership, Sales Management, Mortgage Lending, Loans, Banking, Credit, Sales, Financial Services, Mortgage Banking, Cross Selling, Credit Analysis, Residential Mortgages, Loan Origination, Underwriting, Training, Mortgage Underwriting, Consumer Lending, Credit Risk, Commercial Lending, VA loans, USDA, Loan Servicing, FHA financing, Finance, Refinance, Management, Risk Management
Education
Oakland University
Walsh College
Surfer's Pool Service & Repair, Inc. 2011 - 2014
Metlife Bank June 2006 - October 2011
Merrill Lynch October 2000 - May 2006
SouthTrust Mortgage Corporation January 1999 - October 2000
Republic Bank 1998 - 1999
Skills
New Business Development, Leadership Skills, Relationship Building, Inside/Outside Sales..., Presentation Skills, Pipeline Management, Creative Thinking, Leadership, Sales Management, Mortgage Lending, Loans, Banking, Credit, Sales, Financial Services, Mortgage Banking, Cross Selling, Credit Analysis, Residential Mortgages, Loan Origination, Underwriting, Training, Mortgage Underwriting, Consumer Lending, Credit Risk, Commercial Lending, VA loans, USDA, Loan Servicing, FHA financing, Finance, Refinance, Management, Risk Management
Education
Oakland University
Walsh College
Claudia Gonzalez-Gallego's Merrill Lynch Experience December 1984 - October 1998
Job Sr Operations Analyst at Franklin Templeton Investments
Industry
Experience
Franklin Templeton Investments April 2000 - Present
Merrill Lynch December 1984 - October 1998
Education
Nova Southeastern University 1998 — 2000
BA, Business Management
Franklin Templeton Investments April 2000 - Present
Merrill Lynch December 1984 - October 1998
Education
Nova Southeastern University 1998 — 2000
BA, Business Management
Lisa Fulgenzi's Merrill Lynch Experience April 1995 - Present
Job Senior Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1995 - Present
Education
Oakland University 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
Walsh College of Accountancy and Business Administration
Merrill Lynch April 1995 - Present
Education
Oakland University 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
Walsh College of Accountancy and Business Administration
Joseph Buchbinder's Merrill Lynch Experience May 2006 - September 2006
Job Patent and Trademark Attorney
Industry Legal Services
Experience
The Trademark Source October 2013 - Present
Richter Trademarks June 2013 - Present
K/S Attorneys at Law February 2012 - June 2013
South China Bleaching and Dyeing August 2010 - December 2011
Cedarview Capital Management May 2008 - September 2008
Merrill Lynch May 2006 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budget, CAD, Bloomberg Terminal, Sourcing
Education
Nova Southeastern University—Shepard Broad Law Center 2007 — 2010
Doctor of Law (JD), Law
University of Miami 2004 — 2007
BA, Business Administration and Management, General
The Trademark Source October 2013 - Present
Richter Trademarks June 2013 - Present
K/S Attorneys at Law February 2012 - June 2013
South China Bleaching and Dyeing August 2010 - December 2011
Cedarview Capital Management May 2008 - September 2008
Merrill Lynch May 2006 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budget, CAD, Bloomberg Terminal, Sourcing
Education
Nova Southeastern University—Shepard Broad Law Center 2007 — 2010
Doctor of Law (JD), Law
University of Miami 2004 — 2007
BA, Business Administration and Management, General
Adam Coad's Merrill Lynch Experience February 2011 - May 2011
Job
Industry Investment Banking
Experience
EQV Global August 2011 - March 2012
Barclays Capital May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Credit Suisse July 2009 - December 2009
Merrill Lynch March 2008 - July 2009
Deutsche Bank July 2007 - March 2008
Education
The Nottingham Trent University 2001 — 2005
Bachelor's degree, Economics
EQV Global August 2011 - March 2012
Barclays Capital May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Credit Suisse July 2009 - December 2009
Merrill Lynch March 2008 - July 2009
Deutsche Bank July 2007 - March 2008
Education
The Nottingham Trent University 2001 — 2005
Bachelor's degree, Economics
Kristopher Kessel's Merrill Lynch Experience March 2015 - Present
Job Private Equity Fund Accountant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch January 2013 - March 2015
Merrill Lynch July 2010 - January 2013
Merrill Lynch January 2009 - June 2010
Merrill Lynch October 2007 - January 2009
Merrill Lynch October 2003 - October 2007
Merrill Lynch January 2000 - October 2003
Skills
Series 7, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Alternative Investments, Unit Investment Trusts, Teamwork, Training, Process Improvement, Procedure Manuals, Account Reconciliation, Management, Managing Deadlines, Trading
Education
Nova Southeastern University 2012 — 2015
Master, Accounting
Nova Southeastern University 2011 — 2012
Master Level Certificate, Finance, 3.24
Nova Southeastern University 2009 — 2012
Master of Business Administration (MBA), 3.2
University of Florida 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Merrill Lynch March 2015 - Present
Merrill Lynch January 2013 - March 2015
Merrill Lynch July 2010 - January 2013
Merrill Lynch January 2009 - June 2010
Merrill Lynch October 2007 - January 2009
Merrill Lynch October 2003 - October 2007
Merrill Lynch January 2000 - October 2003
Skills
Series 7, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Alternative Investments, Unit Investment Trusts, Teamwork, Training, Process Improvement, Procedure Manuals, Account Reconciliation, Management, Managing Deadlines, Trading
Education
Nova Southeastern University 2012 — 2015
Master, Accounting
Nova Southeastern University 2011 — 2012
Master Level Certificate, Finance, 3.24
Nova Southeastern University 2009 — 2012
Master of Business Administration (MBA), 3.2
University of Florida 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Brandi Cheynne's Merrill Lynch Experience September 2010 - March 2013
Job Marketing Professional
Industry Marketing and Advertising
Experience
American Express April 2013 - Present
Merrill Lynch September 2010 - March 2013
Education
Nova Southeastern University 2004 — 2006
Master of Business Administration (MBA), Marketing
American Express April 2013 - Present
Merrill Lynch September 2010 - March 2013
Education
Nova Southeastern University 2004 — 2006
Master of Business Administration (MBA), Marketing
Russ Shumshinov's Merrill Lynch Experience July 2004 - April 2005
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Auburn Pharmaceutical July 2008 - August 2012
Auburn Pharmaceutical July 2008 - August 2012
Auburn Pharmaceutical 2008 - 2012
Nationwide Securities, Inc October 2005 - March 2006
Merrill Lynch July 2004 - April 2005
Multi-Bank Securities, Inc December 2001 - July 2004
Education
Oakland Community College
Liberal Arts
Specs Howard School of Broadcast Arts
Video/Radio Operations and Broadcasting
west bloomfield high
west bloomfield high
west bloomfield high
west bloomfield high
west bloomfield high
Auburn Pharmaceutical July 2008 - August 2012
Auburn Pharmaceutical July 2008 - August 2012
Auburn Pharmaceutical 2008 - 2012
Nationwide Securities, Inc October 2005 - March 2006
Merrill Lynch July 2004 - April 2005
Multi-Bank Securities, Inc December 2001 - July 2004
Education
Oakland Community College
Liberal Arts
Specs Howard School of Broadcast Arts
Video/Radio Operations and Broadcasting
west bloomfield high
west bloomfield high
west bloomfield high
west bloomfield high
west bloomfield high
Guy Cococcetta, CFP®'s Merrill Lynch Experience January 2005 - May 2009
Job Financial Advisor at Guy G. Cococcetta CFP®
Industry Investment Management
Experience
Guy G. Cococcetta CFP(r) June 2009 - Present
Merrill Lynch January 2005 - May 2009
Education
Oakland University 2001 — 2003
Business School for Financial Planning, Financial Planning
Carl Brablec High School
Guy G. Cococcetta CFP(r) June 2009 - Present
Merrill Lynch January 2005 - May 2009
Education
Oakland University 2001 — 2003
Business School for Financial Planning, Financial Planning
Carl Brablec High School
Michelle Hampton-Anderson's Merrill Lynch Experience February 2015 - Present
Job Associate Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Merrill Lynch October 2012 - February 2015
Merrill Lynch January 2004 - October 2012
Merrill Lynch January 2001 - January 2004
Merrill Lynch October 2000 - January 2001
Merrill Lynch March 1998 - January 2000
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Time Management, Series 7, Financial Services, Risk Management
Education
Nova Southeastern University
Merrill Lynch February 2015 - Present
Merrill Lynch October 2012 - February 2015
Merrill Lynch January 2004 - October 2012
Merrill Lynch January 2001 - January 2004
Merrill Lynch October 2000 - January 2001
Merrill Lynch March 1998 - January 2000
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Time Management, Series 7, Financial Services, Risk Management
Education
Nova Southeastern University
Krystal Burns's Merrill Lynch Experience June 2013 - Present
Job Relationship Management Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Sawchuk & Langenstein April 2008 - June 2013
Education
Oakland University 2008 — 2011
Bachelor's degree, Finance, General
Merrill Lynch June 2013 - Present
Sawchuk & Langenstein April 2008 - June 2013
Education
Oakland University 2008 — 2011
Bachelor's degree, Finance, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank