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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Isaac L Siddiqui Isaac L Siddiqui's Merrill Lynch Experience 1998 - 2009
Job Private Wealth Advisor at Stephen & Associates
Industry Financial Services
Experience
Stephen & Associates December 2011 - Present
Self November 2009 - December 2011
Merrill Lynch 1998 - 2009
Skills
Equities, Credit, Portfolio Management, Investments, Credit Analysis, Financial Analysis, Risk Management, Outlook, Customer Service, Due Diligence, Sales Management, Financial Modeling, Analysis, Public Speaking, Strategy
Education
Ohio University 1996 — 1998
Ohio University
Stephen & Associates December 2011 - Present
Self November 2009 - December 2011
Merrill Lynch 1998 - 2009
Skills
Equities, Credit, Portfolio Management, Investments, Credit Analysis, Financial Analysis, Risk Management, Outlook, Customer Service, Due Diligence, Sales Management, Financial Modeling, Analysis, Public Speaking, Strategy
Education
Ohio University 1996 — 1998
Ohio University
Julia Zak Julia Zak's Merrill Lynch Experience September 2012 - December 2012
Job Works at William Morris Endeavor
Industry Entertainment
Experience
William Morris Endeavor Entertainment September 2014 - Present
Kaplan Stahler Agency May 2013 - August 2013
Anonymous Content May 2013 - August 2013
The Weinstein Company September 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Red Varden Studios May 2012 - September 2012
FilmFunds Inc. May 2012 - August 2012
Skills
Facebook, Social Media, PowerPoint, Editing, Microsoft Office, Social Networking, Film, Online Research, Writing Skills, Marketing, Public Speaking, Community Outreach, Writing, Television
Education
Ohio Wesleyan University 2010 — 2014
Economics Management, Business, Film
The Hewitt School 2006 — 2010
High School Diploma
William Morris Endeavor Entertainment September 2014 - Present
Kaplan Stahler Agency May 2013 - August 2013
Anonymous Content May 2013 - August 2013
The Weinstein Company September 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Red Varden Studios May 2012 - September 2012
FilmFunds Inc. May 2012 - August 2012
Skills
Facebook, Social Media, PowerPoint, Editing, Microsoft Office, Social Networking, Film, Online Research, Writing Skills, Marketing, Public Speaking, Community Outreach, Writing, Television
Education
Ohio Wesleyan University 2010 — 2014
Economics Management, Business, Film
The Hewitt School 2006 — 2010
High School Diploma
Ryan D. Bond Ryan D. Bond's Merrill Lynch Experience June 1997 - October 1998
Job Director, Healthcare Solutions at NuVasive
Industry Medical Devices
Experience
NuVasive November 2014 - Present
Accelero Health Partners June 2005 - October 2014
Gee & Jenson March 2000 - June 2005
First Union Securities November 1998 - March 2000
Merrill Lynch June 1997 - October 1998
Delta Tau Delta Fraternity 1992 - 1995
Skills
Process Improvement, Strategic Planning, Business Development, Business Strategy, Public Speaking, Management Consulting, Management, Project Management, Business Process..., Business Planning, Leadership, Executive Management, Financial Analysis, Cross-functional Team..., Strategy, Sales, Contract Negotiation, Contract Management, Program Management, Consulting, Change Management, Operations Management, Team Building, Healthcare, Leadership Development, Business Analysis, Performance Improvement, Six Sigma, Organizational..., Performance Management, Data Analysis
Education
Ohio University 1990 — 1995
Bachelors, Industrial & Systems Engineering
NuVasive November 2014 - Present
Accelero Health Partners June 2005 - October 2014
Gee & Jenson March 2000 - June 2005
First Union Securities November 1998 - March 2000
Merrill Lynch June 1997 - October 1998
Delta Tau Delta Fraternity 1992 - 1995
Skills
Process Improvement, Strategic Planning, Business Development, Business Strategy, Public Speaking, Management Consulting, Management, Project Management, Business Process..., Business Planning, Leadership, Executive Management, Financial Analysis, Cross-functional Team..., Strategy, Sales, Contract Negotiation, Contract Management, Program Management, Consulting, Change Management, Operations Management, Team Building, Healthcare, Leadership Development, Business Analysis, Performance Improvement, Six Sigma, Organizational..., Performance Management, Data Analysis
Education
Ohio University 1990 — 1995
Bachelors, Industrial & Systems Engineering
Brian Petros, AIF® Brian Petros, AIF®'s Merrill Lynch Experience July 1994 - January 2005
Job Chief Executive Officer at PK Financial Group Inc.
Industry Financial Services
Experience
PK Financial Group Inc. January 2005 - Present
Merrill Lynch July 1994 - January 2005
Skills
Strategic Financial..., Employee Benefits, Insurance, Financial Analysis, Series 7, Fixed Annuities, Risk Management, Mutual Funds, Wealth Management, Retirement Planning, Investments, 401k, Financial Advisory, Retirement, Financial Services, Investment Advisory, Securities, Alternative Investments
Education
Ohio University 1990 — 1994
Bachelor of Science, Finance/MIS
Nordonia High School 1986 — 1990
PK Financial Group Inc. January 2005 - Present
Merrill Lynch July 1994 - January 2005
Skills
Strategic Financial..., Employee Benefits, Insurance, Financial Analysis, Series 7, Fixed Annuities, Risk Management, Mutual Funds, Wealth Management, Retirement Planning, Investments, 401k, Financial Advisory, Retirement, Financial Services, Investment Advisory, Securities, Alternative Investments
Education
Ohio University 1990 — 1994
Bachelor of Science, Finance/MIS
Nordonia High School 1986 — 1990
Leo Connors Jr Leo Connors Jr's Merrill Lynch Experience September 2002 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2002 - Present
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Concentrated Stock...
Education
Ohio Wesleyan University 1998 — 2002
Bachelor's degree, Economics
Hopkins School 1994 — 1998
Merrill Lynch September 2002 - Present
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Concentrated Stock...
Education
Ohio Wesleyan University 1998 — 2002
Bachelor's degree, Economics
Hopkins School 1994 — 1998
Casey Shibuya's Merrill Lynch Experience June 2011 - July 2011
Job Consultant at Resolution Economics
Industry Financial Services
Experience
Resolution Economics October 2013 - Present
Herbert Hoover High School June 2013 - October 2013
DoubleLine Capital May 2012 - July 2012
Merrill Lynch June 2011 - July 2011
Hawaiian Oceans Waikiki June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Research, Microsoft Word, Social Media, Public Speaking, Data Analysis, Microsoft Excel
Education
Occidental College 2009 — 2013
Bachelor of Arts (BA), Economics with a Business and Management Emphasis
Punahou School 2003 — 2009
Resolution Economics October 2013 - Present
Herbert Hoover High School June 2013 - October 2013
DoubleLine Capital May 2012 - July 2012
Merrill Lynch June 2011 - July 2011
Hawaiian Oceans Waikiki June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Research, Microsoft Word, Social Media, Public Speaking, Data Analysis, Microsoft Excel
Education
Occidental College 2009 — 2013
Bachelor of Arts (BA), Economics with a Business and Management Emphasis
Punahou School 2003 — 2009
Eric Katzman Eric Katzman's Merrill Lynch Experience May 1990 - September 2000
Job Equity Research Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2000 - Present
Merrill Lynch May 1990 - September 2000
Lehman Brothers July 1987 - June 1989
Skills
Equity Research, Equity Valuation, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Equities, Mergers, Valuation, Portfolio Management
Education
NYU Stern School of Business 1988 — 1990
MBA, Finance
Oberlin College 1982 — 1986
BA, Economics & Government
Deutsche Bank September 2000 - Present
Merrill Lynch May 1990 - September 2000
Lehman Brothers July 1987 - June 1989
Skills
Equity Research, Equity Valuation, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Equities, Mergers, Valuation, Portfolio Management
Education
NYU Stern School of Business 1988 — 1990
MBA, Finance
Oberlin College 1982 — 1986
BA, Economics & Government
Richard Lazear Richard Lazear's Merrill Lynch Experience June 1981 - June 1984
Job Enterprise, platinum level staffing, SAP, .NET, connectors and feeders driving data into your ERP, 22 years experience.
Industry Staffing and Recruiting
Experience
Baytown-Garth Road Precinct 0103, Harris County Votes November 2012 - Present
PSD Consultants, LLC June 1991 - Present
enGrant Scientific 2010 - December 2012
Programming & Systems Development, LLC June 1991 - June 2003
Various January 1985 - May 1991
Lehman Brothers June 1984 - December 1984
Merrill Lynch June 1981 - June 1984
PPG Industries June 1978 - June 1981
Skills
BMC Remedy, Software Project..., Enterprise Software, Start-ups, Project Management, Entrepreneurship, PHP, Web Applications, Web Project Management, ERP, SAP, Recruiting, Business Analysis, Leadership, Electronic Services..., Selling, service entry sheets, Budgets, Databases, Lead Generation, Business Strategy, Business Process..., SaaS, Program Management, Consulting, Business Intelligence, Change Management, Management Consulting, CRM, Strategy, Cloud Computing, Executive Management, Strategic Partnerships, Sales
Education
Ohio Wesleyan University 1974 — 1978
BA, Chemistry, Mathematics, Zoology
Medina High
University of Houston
continuing education
Baytown-Garth Road Precinct 0103, Harris County Votes November 2012 - Present
PSD Consultants, LLC June 1991 - Present
enGrant Scientific 2010 - December 2012
Programming & Systems Development, LLC June 1991 - June 2003
Various January 1985 - May 1991
Lehman Brothers June 1984 - December 1984
Merrill Lynch June 1981 - June 1984
PPG Industries June 1978 - June 1981
Skills
BMC Remedy, Software Project..., Enterprise Software, Start-ups, Project Management, Entrepreneurship, PHP, Web Applications, Web Project Management, ERP, SAP, Recruiting, Business Analysis, Leadership, Electronic Services..., Selling, service entry sheets, Budgets, Databases, Lead Generation, Business Strategy, Business Process..., SaaS, Program Management, Consulting, Business Intelligence, Change Management, Management Consulting, CRM, Strategy, Cloud Computing, Executive Management, Strategic Partnerships, Sales
Education
Ohio Wesleyan University 1974 — 1978
BA, Chemistry, Mathematics, Zoology
Medina High
University of Houston
continuing education
Mathias Vince Karlen Mathias Vince Karlen's Merrill Lynch Experience May 2007 - September 2007
Job Student at University Sankt Gallen
Industry Research
Experience
University Sankt Gallen September 2010 - Present
Schweizer Armee March 2012 - July 2012
InterPrint LLC September 2008 - May 2010
Engemann Asset Management January 2008 - May 2008
Charles R. Blyth Fund April 2007 - April 2008
Los Angeles Times September 2007 - December 2007
Offices of US Senator Patty Murray May 2007 - September 2007
Merrill Lynch May 2007 - September 2007
Programming Board, Occidental College September 2006 - May 2007
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Market Research, Editing, Event Planning, International Relations, Analysis, Policy Analysis, Community Outreach, Higher Education
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2013
Masters in International Affairs and Public Governance
Occidental College 2004 — 2008
Economics / Diplomacy and World Affairs
University Sankt Gallen September 2010 - Present
Schweizer Armee March 2012 - July 2012
InterPrint LLC September 2008 - May 2010
Engemann Asset Management January 2008 - May 2008
Charles R. Blyth Fund April 2007 - April 2008
Los Angeles Times September 2007 - December 2007
Offices of US Senator Patty Murray May 2007 - September 2007
Merrill Lynch May 2007 - September 2007
Programming Board, Occidental College September 2006 - May 2007
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Market Research, Editing, Event Planning, International Relations, Analysis, Policy Analysis, Community Outreach, Higher Education
Education
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2010 — 2013
Masters in International Affairs and Public Governance
Occidental College 2004 — 2008
Economics / Diplomacy and World Affairs
Connor S. Shore's Merrill Lynch Experience January 2011 - July 2011
Job Operations Officer at ShutterEaze
Industry Investment Management
Experience
ShutterEaze February 2014 - Present
Charles R. Blyth Fund April 2011 - May 2013
Merrill Lynch January 2011 - July 2011
Kythera Biopharmaceuticals May 2010 - July 2010
Skills
PowerPoint, Series 7, Equity Research, Economics, Financial Analysis, Econometrics, Microsoft Office, Data Analysis, Research, Public Speaking, Social Media, Strategic Planning, Microsoft Word, Marketing, Stata, Analysis, Accounting, Spanish, Event Planning, Market Research, Fundraising, Investments, Finance
Education
Occidental College 2009 — 2013
Bachelor of Arts (BA), Economics w/ emphasis in Business and Management, Major GPA: 3.80 Overal GPA: 3.76
ShutterEaze February 2014 - Present
Charles R. Blyth Fund April 2011 - May 2013
Merrill Lynch January 2011 - July 2011
Kythera Biopharmaceuticals May 2010 - July 2010
Skills
PowerPoint, Series 7, Equity Research, Economics, Financial Analysis, Econometrics, Microsoft Office, Data Analysis, Research, Public Speaking, Social Media, Strategic Planning, Microsoft Word, Marketing, Stata, Analysis, Accounting, Spanish, Event Planning, Market Research, Fundraising, Investments, Finance
Education
Occidental College 2009 — 2013
Bachelor of Arts (BA), Economics w/ emphasis in Business and Management, Major GPA: 3.80 Overal GPA: 3.76
Allan Maniti Allan Maniti's Merrill Lynch Experience May 2001 - August 2001
Job Program Planner at Lockheed Martin Space Systems Company
Industry Defense & Space
Experience
Lockheed Martin Space Systems Company April 2007 - Present
Lockheed Martin Space Systems Company December 2002 - March 2007
Merrill Lynch May 2001 - August 2001
Skills
Project Management, Analysis, Budgets, Contract Management, Access, Program Management, Security Clearance, Earned Value Management, MS Project, Auditing, Process Improvement, Government, Microsoft Project, Government Contracting, Software Documentation
Education
San Jose State University 1999 — 2001
Bachelor of Arts (B.A.), Finance, General
Ohlone College 1997 — 1999
Lockheed Martin Space Systems Company April 2007 - Present
Lockheed Martin Space Systems Company December 2002 - March 2007
Merrill Lynch May 2001 - August 2001
Skills
Project Management, Analysis, Budgets, Contract Management, Access, Program Management, Security Clearance, Earned Value Management, MS Project, Auditing, Process Improvement, Government, Microsoft Project, Government Contracting, Software Documentation
Education
San Jose State University 1999 — 2001
Bachelor of Arts (B.A.), Finance, General
Ohlone College 1997 — 1999
Julio Escobar's Merrill Lynch Experience March 1999 - June 1999
Job Information Technology/Unified Communications
Industry Computer Software
Experience
Avistar Communications 2010 - 2013
Avistar Communications 2007 - 2010
Avistar Communications 2003 - 2007
Executive Wireless, Inc. 2002 - 2003
Canon Development Americas December 2000 - July 2002
MGI Software November 1999 - November 2000
Pacific Gas & Electric August 1999 - October 1999
Merrill Lynch March 1999 - June 1999
RS Investments August 1998 - February 1999
Kaiser Permanente IT 1998 - 1998
Skills
LDAP, SIP, Account Management, Training, RADIUS, Video Conferencing, Virtualization, VDI, Telepresence, Firewalls, Event Management, Firewall Administration, Risk Management, Unified Communications, Lync Server 2010, Mediation Server, Microsoft Exchange, Unified Messaging, Unified Presence, SIP Trunking, Linux, Project Management, Cloud Computing, OpenSIPS, Lotus Notes, Sametime, Troubleshooting, TCP/IP, Enterprise Software, Networking, Professional Services, Lync, IP
Education
Occidental College 1992 — 1996
Bachelor in Arts, Physics
Avistar Communications 2010 - 2013
Avistar Communications 2007 - 2010
Avistar Communications 2003 - 2007
Executive Wireless, Inc. 2002 - 2003
Canon Development Americas December 2000 - July 2002
MGI Software November 1999 - November 2000
Pacific Gas & Electric August 1999 - October 1999
Merrill Lynch March 1999 - June 1999
RS Investments August 1998 - February 1999
Kaiser Permanente IT 1998 - 1998
Skills
LDAP, SIP, Account Management, Training, RADIUS, Video Conferencing, Virtualization, VDI, Telepresence, Firewalls, Event Management, Firewall Administration, Risk Management, Unified Communications, Lync Server 2010, Mediation Server, Microsoft Exchange, Unified Messaging, Unified Presence, SIP Trunking, Linux, Project Management, Cloud Computing, OpenSIPS, Lotus Notes, Sametime, Troubleshooting, TCP/IP, Enterprise Software, Networking, Professional Services, Lync, IP
Education
Occidental College 1992 — 1996
Bachelor in Arts, Physics
John Summer John Summer's Merrill Lynch Experience August 1998 - March 2003
Job Director of Business Development at Taylor Frigon Capital Management LLC
Industry Investment Management
Experience
Taylor Frigon Capital Management LLC December 2011 - Present
San Luis Obispo County Visitors and Conference Bureau August 2009 - November 2010
Central Coast Media Group March 2003 - May 2009
Merrill Lynch August 1998 - March 2003
KSBY TV April 1995 - August 1998
WTOG-TV August 1985 - February 1995
Skills
Investments, Investment Advisory, Portfolio Management, Asset Managment, Investment Management, Finance, Venture Capital, Public Speaking, Publishing, Broadcast Television, Crisis Communications, Creative Writing, Non-profit..., Tourism, Board Relations, Community Outreach, Blogger, Emcee, Film Production, Video Production, Broadcast Journalism, Journalism, Advertising, Advertising Sales, Asset Management, Start-ups, Mutual Funds, Wealth Management, Fundraising, Social Networking, Entrepreneurship, Magazines, Investment Strategies, Asset Allocation, Wealth, Alternative Investments, Series 7, 401k, Financial Advisory, Valuation, Securities, Retirement Planning, Financial Modeling, Series 63, Retirement, Small Business, Fixed Annuities, Financial Analysis, Estate Planning, Strategic Financial...
Education
Ohio Wesleyan University 1967 — 1971
BFA and Teaching, Fine/Studio Arts, General
The Maryland Institute College of Art 1971 — 1973
Master's work, Photography
Taylor Frigon Capital Management LLC December 2011 - Present
San Luis Obispo County Visitors and Conference Bureau August 2009 - November 2010
Central Coast Media Group March 2003 - May 2009
Merrill Lynch August 1998 - March 2003
KSBY TV April 1995 - August 1998
WTOG-TV August 1985 - February 1995
Skills
Investments, Investment Advisory, Portfolio Management, Asset Managment, Investment Management, Finance, Venture Capital, Public Speaking, Publishing, Broadcast Television, Crisis Communications, Creative Writing, Non-profit..., Tourism, Board Relations, Community Outreach, Blogger, Emcee, Film Production, Video Production, Broadcast Journalism, Journalism, Advertising, Advertising Sales, Asset Management, Start-ups, Mutual Funds, Wealth Management, Fundraising, Social Networking, Entrepreneurship, Magazines, Investment Strategies, Asset Allocation, Wealth, Alternative Investments, Series 7, 401k, Financial Advisory, Valuation, Securities, Retirement Planning, Financial Modeling, Series 63, Retirement, Small Business, Fixed Annuities, Financial Analysis, Estate Planning, Strategic Financial...
Education
Ohio Wesleyan University 1967 — 1971
BFA and Teaching, Fine/Studio Arts, General
The Maryland Institute College of Art 1971 — 1973
Master's work, Photography
John Gillespie, CFA John Gillespie, CFA's Merrill Lynch Experience September 2003 - July 2006
Job Senior Consultant at Aon Hewitt | Retirement and Investment
Industry Investment Management
Experience
Aon Hewitt Retirement and Investment October 2011 - Present
Goldman Sachs Asset Management June 2008 - March 2011
Charles Schwab July 2006 - May 2008
Merrill Lynch September 2003 - July 2006
Skills
Investments, Fixed Income, Asset Allocation, Alternative Investments, Asset Managment, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Management, 401k, Investment Advisory, Retirement, Financial Services, Separately Managed..., Institutional..., High Net Worth...
Education
Ohio University 1996 — 2000
BBA, Finance
St. Ignatius High School 1992 — 1996
Cleveland, OH
Aon Hewitt Retirement and Investment October 2011 - Present
Goldman Sachs Asset Management June 2008 - March 2011
Charles Schwab July 2006 - May 2008
Merrill Lynch September 2003 - July 2006
Skills
Investments, Fixed Income, Asset Allocation, Alternative Investments, Asset Managment, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Management, 401k, Investment Advisory, Retirement, Financial Services, Separately Managed..., Institutional..., High Net Worth...
Education
Ohio University 1996 — 2000
BBA, Finance
St. Ignatius High School 1992 — 1996
Cleveland, OH
Robert Friedmar MBA, CLTC's Merrill Lynch Experience September 1982 - May 1987
Job Financial Services Representative, Investment Advisor Representative at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group June 2015 - Present
Ameriprise Financial May 2009 - April 2015
Smith Barney April 1994 - May 2009
Prudential Securities May 1987 - April 1994
Merrill Lynch September 1982 - May 1987
Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Funding..., Estate Planning, Financial Planning, Fixed Annuities, Indexed Annuities, Investments, Insurance, Long Term Care Insurance, Portfolio Management, Retirement Planning, Securities, Wealth Management, Variable Annuities
Education
University of Toledo 1976 — 1978
Master of Business Administration (M.B.A.), Finance and Organizational Administration
Ohio University 1971 — 1973
Graduate Study in Radio TV Communication Media and Business Law
University of Toledo 1966 — 1971
Bachelor of Education (B.Ed.), Social Sciences and Speech Communication
MetLife Premier Client Group June 2015 - Present
Ameriprise Financial May 2009 - April 2015
Smith Barney April 1994 - May 2009
Prudential Securities May 1987 - April 1994
Merrill Lynch September 1982 - May 1987
Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Funding..., Estate Planning, Financial Planning, Fixed Annuities, Indexed Annuities, Investments, Insurance, Long Term Care Insurance, Portfolio Management, Retirement Planning, Securities, Wealth Management, Variable Annuities
Education
University of Toledo 1976 — 1978
Master of Business Administration (M.B.A.), Finance and Organizational Administration
Ohio University 1971 — 1973
Graduate Study in Radio TV Communication Media and Business Law
University of Toledo 1966 — 1971
Bachelor of Education (B.Ed.), Social Sciences and Speech Communication
Bill Theis Bill Theis's Merrill Lynch Experience November 1990 - March 1993
Job Senior Vice President, Investments. Complex Manager, Northern Lakes Complex. Raymond James
Industry Financial Services
Experience
Raymond James May 1996 - Present
Dean Witter Reynolds Inc. March 1993 - May 1996
Merrill Lynch November 1990 - March 1993
Education
Ohio University
Bachelor of Science (BS), Psychology, Business Administration and Management, General
Raymond James May 1996 - Present
Dean Witter Reynolds Inc. March 1993 - May 1996
Merrill Lynch November 1990 - March 1993
Education
Ohio University
Bachelor of Science (BS), Psychology, Business Administration and Management, General
Javier Avalos Javier Avalos's Merrill Lynch Experience June 2010 - August 2010
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Cowen and Company July 2013 - April 2014
Bank of America Merrill Lynch July 2011 - June 2013
Occidental College Blyth Fund April 2009 - April 2011
Merrill Lynch June 2010 - August 2010
Sponsors for Educational Opportunity (SEO) May 2010 - August 2010
Centinela Capital Partners LLC June 2009 - November 2009
AMA Properties LLC January 2009 - November 2009
Occidental College February 2008 - May 2009
Skills
Equities, Portfolio Management, Bloomberg, Asset Management, Investments, Factset, Excel, Series 7, Series 66
Education
Occidental College 2007 — 2011
Bachelor of Arts, Economics
Deutsche Bank May 2014 - Present
Cowen and Company July 2013 - April 2014
Bank of America Merrill Lynch July 2011 - June 2013
Occidental College Blyth Fund April 2009 - April 2011
Merrill Lynch June 2010 - August 2010
Sponsors for Educational Opportunity (SEO) May 2010 - August 2010
Centinela Capital Partners LLC June 2009 - November 2009
AMA Properties LLC January 2009 - November 2009
Occidental College February 2008 - May 2009
Skills
Equities, Portfolio Management, Bloomberg, Asset Management, Investments, Factset, Excel, Series 7, Series 66
Education
Occidental College 2007 — 2011
Bachelor of Arts, Economics
Chuck Nylander Chuck Nylander's Merrill Lynch Experience 2006 - 2008
Job General Manager
Industry Telecommunications
Experience
Harbor Communications LLC August 2015 - Present
Harbor Communications, LLC December 2010 - August 2015
Airclic 2009 - 2010
Paychex 2008 - 2009
Merrill Lynch 2006 - 2008
UBS Wealth Management 2004 - 2006
Perk International 2001 - 2004
Arch Wireless 1988 - 2001
Skills
Start-ups, SaaS, Leadership, Telecommunications, Channel, Solution Selling, Unified Communications, VoIP, Direct Sales, Key Account Management, New Business Development, Mobile Devices, Wireless, Business Development, Sales Process, Contract Negotiation, Mobile Technology, Sales Management, Account Management, Product Launch, Strategic Partnerships, Sales Operations, Marketing, Product Management, Sales, Selling, Cloud Computing, MPLS, Networking, Channel Partners, Managed Services, Salesforce.com, Management, Business Intelligence, Go-to-market Strategy, B2B, Recruiting, Enterprise Software, Professional Services, Product Marketing, Cold Calling, Sales Presentations, CRM, Channel Sales, Lead Generation, Customer Retention, Co-location, Competitive Analysis, Strategy, Partner Management
Education
Ocean County College
Stockton University
Harbor Communications LLC August 2015 - Present
Harbor Communications, LLC December 2010 - August 2015
Airclic 2009 - 2010
Paychex 2008 - 2009
Merrill Lynch 2006 - 2008
UBS Wealth Management 2004 - 2006
Perk International 2001 - 2004
Arch Wireless 1988 - 2001
Skills
Start-ups, SaaS, Leadership, Telecommunications, Channel, Solution Selling, Unified Communications, VoIP, Direct Sales, Key Account Management, New Business Development, Mobile Devices, Wireless, Business Development, Sales Process, Contract Negotiation, Mobile Technology, Sales Management, Account Management, Product Launch, Strategic Partnerships, Sales Operations, Marketing, Product Management, Sales, Selling, Cloud Computing, MPLS, Networking, Channel Partners, Managed Services, Salesforce.com, Management, Business Intelligence, Go-to-market Strategy, B2B, Recruiting, Enterprise Software, Professional Services, Product Marketing, Cold Calling, Sales Presentations, CRM, Channel Sales, Lead Generation, Customer Retention, Co-location, Competitive Analysis, Strategy, Partner Management
Education
Ocean County College
Stockton University
Justin Batalla's Merrill Lynch Experience December 2014 - Present
Job Registered Representative with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
Savor Lounge April 2009 - December 2014
Everest August 2013 - April 2014
Puma Financial Planning & Investment Management April 2013 - September 2013
Unified Sports Special Olympics December 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Public Speaking, English, Finance, Social Networking, Sales, Access, Event Planning, Cold Calling, Team Building, Social Media, Leadership, Management, Financial Services
Education
Richard Stockton College of New Jersey 2012 — 2014
Bachelor's Degree, Finance
Ocean County College 2009 — 2012
Criminal Justice and Corrections
Merrill Lynch December 2014 - Present
Savor Lounge April 2009 - December 2014
Everest August 2013 - April 2014
Puma Financial Planning & Investment Management April 2013 - September 2013
Unified Sports Special Olympics December 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Public Speaking, English, Finance, Social Networking, Sales, Access, Event Planning, Cold Calling, Team Building, Social Media, Leadership, Management, Financial Services
Education
Richard Stockton College of New Jersey 2012 — 2014
Bachelor's Degree, Finance
Ocean County College 2009 — 2012
Criminal Justice and Corrections
Eric Rapp's Merrill Lynch Experience June 2011 - August 2011
Job Operations Coordinator at Deluxe Entertainment Services Group
Industry Motion Pictures and Film
Experience
Deluxe Entertainment Services Group September 2014 - Present
Deluxe Entertainment Services Group April 2013 - Present
Deluxe Entertainment Services Group March 2013 - April 2013
Deluxe Entertainment Services Group January 2013 - February 2013
Giaronomo Productions August 2012 - December 2012
UPS November 2010 - December 2011
Merrill Lynch June 2011 - August 2011
Skills
Final Cut Pro, Video Editing, Photoshop, Video Production, Social Media, After Effects, Microsoft Office, Producing, DVD Studio Pro, Avid, Microsoft Excel, Editing, Apple Motion, Pinnacle Studio, iMovie, Adobe Premiere, Sound Effects, Premiere, Sound
Education
Ohio University 2008 — 2012
Bachelor's of Science in Video Production, Video Production
Centerville High School 2004 — 2008
Deluxe Entertainment Services Group September 2014 - Present
Deluxe Entertainment Services Group April 2013 - Present
Deluxe Entertainment Services Group March 2013 - April 2013
Deluxe Entertainment Services Group January 2013 - February 2013
Giaronomo Productions August 2012 - December 2012
UPS November 2010 - December 2011
Merrill Lynch June 2011 - August 2011
Skills
Final Cut Pro, Video Editing, Photoshop, Video Production, Social Media, After Effects, Microsoft Office, Producing, DVD Studio Pro, Avid, Microsoft Excel, Editing, Apple Motion, Pinnacle Studio, iMovie, Adobe Premiere, Sound Effects, Premiere, Sound
Education
Ohio University 2008 — 2012
Bachelor's of Science in Video Production, Video Production
Centerville High School 2004 — 2008
Scott Grier Scott Grier's Merrill Lynch Experience January 1995 - June 2011
Job Sr VP Business Development at Talent Advisors, LLC
Industry Hospital & Health Care
Experience
Talent Advisors, LLC June 2013 - Present
USCG 100 Ton Licensed Captain 1984 - 2015
IBM - Healthcare July 2011 - June 2013
CFHIMSS Board of Directors June 2007 - June 2011
Preferred Healthcare Consulting, Inc. January 2007 - June 2011
Merrill Lynch January 1995 - June 2011
HIMSS Board of Directors May 2007 - August 2010
First Consulting Group 2004 - 2007
Cerner Corporation 2000 - 2004
Siemens Corporation 1997 - 2000
Skills
Document Imaging, Business Development, Epic Systems, Meditech, Healthcare Information..., EHR, EMR, HL7, Healthcare, HIPAA, Informatics, Cerner, Leadership, Consulting, Program Management, Radiology, Solution Selling, Hospitals, Management, Healthcare Industry, Enterprise Software, Medical Devices, RIS, Integration, Medical Imaging, Clinical Research, Software Implementation, PACS, Strategy, Sales Management, Healthcare Consulting, Professional Services, PMP, Sales Operations, New Business Development, Project Management, Information Technology, Analysis, Process Improvement, Contract Negotiation, Analytics, IT Strategy, Mergers & Acquisitions, Executive Management, Sales, SaaS, Practice Management, Cross-functional Team..., Business Analysis
Education
Temple University 1972 — 1974
MHA Hospital Administration, not completed, Healthcare Informatics
Ohio Northern University 1968 — 1972
BA, Businss Administration
Talent Advisors, LLC June 2013 - Present
USCG 100 Ton Licensed Captain 1984 - 2015
IBM - Healthcare July 2011 - June 2013
CFHIMSS Board of Directors June 2007 - June 2011
Preferred Healthcare Consulting, Inc. January 2007 - June 2011
Merrill Lynch January 1995 - June 2011
HIMSS Board of Directors May 2007 - August 2010
First Consulting Group 2004 - 2007
Cerner Corporation 2000 - 2004
Siemens Corporation 1997 - 2000
Skills
Document Imaging, Business Development, Epic Systems, Meditech, Healthcare Information..., EHR, EMR, HL7, Healthcare, HIPAA, Informatics, Cerner, Leadership, Consulting, Program Management, Radiology, Solution Selling, Hospitals, Management, Healthcare Industry, Enterprise Software, Medical Devices, RIS, Integration, Medical Imaging, Clinical Research, Software Implementation, PACS, Strategy, Sales Management, Healthcare Consulting, Professional Services, PMP, Sales Operations, New Business Development, Project Management, Information Technology, Analysis, Process Improvement, Contract Negotiation, Analytics, IT Strategy, Mergers & Acquisitions, Executive Management, Sales, SaaS, Practice Management, Cross-functional Team..., Business Analysis
Education
Temple University 1972 — 1974
MHA Hospital Administration, not completed, Healthcare Informatics
Ohio Northern University 1968 — 1972
BA, Businss Administration
Michael T. Perino Michael T. Perino's Merrill Lynch Experience 2006 - 2008
Job Financial Advisor, CRPC® , WMS at Raymond James
Industry Investment Management
Experience
Raymond James April 2012 - Present
Ameriprise Financial Services, Inc. April 2008 - April 2012
Merrill Lynch 2006 - 2008
Motorcity Limited LLC 2001 - 2006
Skills
Retirement, Investments, Long-term Care, Insurance, Trust Services, Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, Securities, Fixed Annuities, Asset Management, Wealth, Wealth Management...
Education
College of Financial Planning
CRPC®, Chartered Retirement Planning Councelor
Ohio University 1999 — 2003
BBA, Finance Major
Raymond James April 2012 - Present
Ameriprise Financial Services, Inc. April 2008 - April 2012
Merrill Lynch 2006 - 2008
Motorcity Limited LLC 2001 - 2006
Skills
Retirement, Investments, Long-term Care, Insurance, Trust Services, Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Estate Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, Securities, Fixed Annuities, Asset Management, Wealth, Wealth Management...
Education
College of Financial Planning
CRPC®, Chartered Retirement Planning Councelor
Ohio University 1999 — 2003
BBA, Finance Major
Kenneth R. Boyd III Kenneth R. Boyd III's Merrill Lynch Experience March 2000 - February 2006
Job Managing Partner Investments at The Way Investment Advisors, LLC.
Industry Financial Services
Experience
The Way Investment Advisors, LLC. April 2010 - Present
Kirtland Hornets Varsity Football Team March 2007 - 2014
Wells Fargo Advisors May 2008 - May 2010
Morgan Stanley February 2006 - May 2008
Merrill Lynch March 2000 - February 2006
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management..., Capital Markets, Loans, Investment Banking, Finance, Investment Strategies, Private Equity, 401k, Retirement, Strategic Financial..., Financial Services, Mentoring, Estate Planning, Mergers & Acquisitions, Management, Financial Planning, Wealth Management
Education
Ohio Northern University 1986 — 1990
BSBA, Finance, Public Relations
The Way Investment Advisors, LLC. April 2010 - Present
Kirtland Hornets Varsity Football Team March 2007 - 2014
Wells Fargo Advisors May 2008 - May 2010
Morgan Stanley February 2006 - May 2008
Merrill Lynch March 2000 - February 2006
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management..., Capital Markets, Loans, Investment Banking, Finance, Investment Strategies, Private Equity, 401k, Retirement, Strategic Financial..., Financial Services, Mentoring, Estate Planning, Mergers & Acquisitions, Management, Financial Planning, Wealth Management
Education
Ohio Northern University 1986 — 1990
BSBA, Finance, Public Relations
Tamara Ellis's Merrill Lynch Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2005 - 2013
Skills
Finance, Financial Services, Customer Service, Administrative...
Education
Oakwood College 1998 — 2003
Bachelor of Science (BS), Accounting and Finance
Merrill Lynch 2005 - 2013
Skills
Finance, Financial Services, Customer Service, Administrative...
Education
Oakwood College 1998 — 2003
Bachelor of Science (BS), Accounting and Finance
Brittany Somerville Brittany Somerville's Merrill Lynch Experience December 2012 - January 2013
Job Client Sales ICE Rotation Program Associate at Alliance Data Retail Services
Industry Marketing and Advertising
Experience
Alliance Data Retail Services July 2015 - Present
Ohio University August 2013 - May 2015
Alliance Data Retail Services May 2014 - August 2014
IGS Energy May 2013 - August 2013
Ralph and Luci Schey Sales Centre August 2012 - May 2013
Ohio University July 2012 - May 2013
Merrill Lynch December 2012 - January 2013
Chick-fil-A October 2010 - December 2012
Ohio University Dining Services October 2011 - June 2012
Skills
Customer Service, Leadership, Sales, Management, PowerPoint, Microsoft Office, Time Management, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Event Planning, Teamwork, Marketing, Social Networking, Facebook, Team Leadership, Social Media Marketing, Fundraising, Public Relations, Event Management, Outlook, Data Analysis, Research
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Marketing, Sales, 3.83
Alliance Data Retail Services July 2015 - Present
Ohio University August 2013 - May 2015
Alliance Data Retail Services May 2014 - August 2014
IGS Energy May 2013 - August 2013
Ralph and Luci Schey Sales Centre August 2012 - May 2013
Ohio University July 2012 - May 2013
Merrill Lynch December 2012 - January 2013
Chick-fil-A October 2010 - December 2012
Ohio University Dining Services October 2011 - June 2012
Skills
Customer Service, Leadership, Sales, Management, PowerPoint, Microsoft Office, Time Management, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Event Planning, Teamwork, Marketing, Social Networking, Facebook, Team Leadership, Social Media Marketing, Fundraising, Public Relations, Event Management, Outlook, Data Analysis, Research
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Marketing, Sales, 3.83
Sheng-De Jeff Liu, CFA® Sheng-De Jeff Liu, CFA®'s Merrill Lynch Experience June 2002 - April 2006
Job Director, Portfolio Managment at Hamilton Capital Management
Industry Investment Management
Experience
Hamilton Capital Management June 2012 - Present
Meeder Financial February 2008 - June 2012
The Garlikov Companies April 2006 - January 2008
Merrill Lynch June 2002 - April 2006
Prudential Financial November 1995 - June 2002
Prudential Securities/Wachovia Securities 1996 - 2002
Guangzhou International Trust & Investment Corp. (GUITIC) 1989 - 1992
Skills
Asset Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Asset Allocation, Wealth Management, Retirement Planning, Management, Alternative Investments, Investment Strategies
Education
The Ohio State University - The Max M. Fisher College of Business
Master's degree, Business Administration
Ohio University
Master's degree, Economics
Ohio University
Master's degree, International Affairs
Hamilton Capital Management June 2012 - Present
Meeder Financial February 2008 - June 2012
The Garlikov Companies April 2006 - January 2008
Merrill Lynch June 2002 - April 2006
Prudential Financial November 1995 - June 2002
Prudential Securities/Wachovia Securities 1996 - 2002
Guangzhou International Trust & Investment Corp. (GUITIC) 1989 - 1992
Skills
Asset Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Equities, Asset Allocation, Wealth Management, Retirement Planning, Management, Alternative Investments, Investment Strategies
Education
The Ohio State University - The Max M. Fisher College of Business
Master's degree, Business Administration
Ohio University
Master's degree, Economics
Ohio University
Master's degree, International Affairs
Kevin Croke Kevin Croke's Merrill Lynch Experience October 2013 - Present
Job Central Funding Desk Structured Notes at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch December 2010 - September 2013
Bank of America November 2008 - November 2010
Bank of America November 2006 - November 2008
PPG Industries April 2005 - November 2006
Skills
Capital Markets, Bloomberg, Derivatives, Credit, Financial Modeling, Equity Research, Financial Analysis, Valuation, Corporate Finance, Series 7
Education
Ohio University 2001 — 2005
Finance, Marketing
Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch December 2010 - September 2013
Bank of America November 2008 - November 2010
Bank of America November 2006 - November 2008
PPG Industries April 2005 - November 2006
Skills
Capital Markets, Bloomberg, Derivatives, Credit, Financial Modeling, Equity Research, Financial Analysis, Valuation, Corporate Finance, Series 7
Education
Ohio University 2001 — 2005
Finance, Marketing
Ed Stansfield Ed Stansfield's Merrill Lynch Experience September 1994 - Present
Job Senior Vice President Wealth Management, Senior Resident Director at Merrill Lynch, Hanover, NH
Industry Financial Services
Experience
Merrill Lynch September 1994 - Present
Skills
Equities, Capital Markets, Wealth Management, Derivatives, Financial Modeling, Asset Management, Project Management, Venture Capital, Risk Management, Valuation, Due Diligence, Private Equity
Education
Middlebury College 1985 — 1988
MA, English Literature
Ohio Wesleyan University 1978 — 1982
BA, English Lit, History, Art History
Kimball Union Academy
HS degree
Merrill Lynch September 1994 - Present
Skills
Equities, Capital Markets, Wealth Management, Derivatives, Financial Modeling, Asset Management, Project Management, Venture Capital, Risk Management, Valuation, Due Diligence, Private Equity
Education
Middlebury College 1985 — 1988
MA, English Literature
Ohio Wesleyan University 1978 — 1982
BA, English Lit, History, Art History
Kimball Union Academy
HS degree
John Mahnke John Mahnke's Merrill Lynch Experience May 1998 - August 1999
Job Tech Writer / Help Author / Analyst
Industry Information Technology and Services
Experience
Freelance September 2010 - Present
Centerlight Health System October 2014 - October 2014
eScholar LLC August 2013 - April 2014
NYC Department of Correction May 2005 - August 2010
NYC Administration for Children's Services May 2002 - May 2005
IBM Global Services (for NYC Dept of Finance project) October 1999 - May 2001
Merrill Lynch May 1998 - August 1999
Atre Associates & Atre Group 1991 - 1998
Fairchild Publications - MIS Week 1988 - 1990
Skills
Technical Writing, MadCap Flare, Government, Research, QuarkXPress, Documentation, Business Analysis, Agile Methodologies, SDLC, Editing, Quality Assurance, Project Management, Strategic Planning, Requirements Analysis
Education
University of New Hampshire 1975 — 1977
Master of Arts (M.A.), Creative Writing
Oberlin College 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature/Letters
Freelance September 2010 - Present
Centerlight Health System October 2014 - October 2014
eScholar LLC August 2013 - April 2014
NYC Department of Correction May 2005 - August 2010
NYC Administration for Children's Services May 2002 - May 2005
IBM Global Services (for NYC Dept of Finance project) October 1999 - May 2001
Merrill Lynch May 1998 - August 1999
Atre Associates & Atre Group 1991 - 1998
Fairchild Publications - MIS Week 1988 - 1990
Skills
Technical Writing, MadCap Flare, Government, Research, QuarkXPress, Documentation, Business Analysis, Agile Methodologies, SDLC, Editing, Quality Assurance, Project Management, Strategic Planning, Requirements Analysis
Education
University of New Hampshire 1975 — 1977
Master of Arts (M.A.), Creative Writing
Oberlin College 1970 — 1974
Bachelor of Arts (B.A.), English Language and Literature/Letters
Lee Atwater Lee Atwater's Merrill Lynch Experience November 1994 - May 1998
Job Consultant
Industry Marketing and Advertising
Experience
Robert Wood Johnson Center for Health & Wellness August 2004 - Present
The North Highland Company December 2014 - September 2015
Merrill Lynch - Bank of America September 1998 - September 2015
Tennis Tai Chi & Stress Management - Speaker, Instructor January 2012 - January 2013
SBX., Inc October 1998 - August 2000
Merrill Lynch November 1994 - May 1998
Merrill Lynch March 1985 - November 1994
Skills
Marketing Communications, Teaching Adults, Tai Chi, Teaching, Editing, Writing, Microsoft Office, Web Design, Public Speaking, Excel, Word, Windows, Customer Service, Microsoft Word, Microsoft Excel, Management, Social Networking, Financial Services, Project Management, Business Analysis, Marketing, Financial Analysis, Marketing Strategy, Process Improvement, Strategic Planning, Leadership, Analysis, Series 7, Risk Management, Coaching, Training, Research, Mergers & Acquisitions, Data Analysis, Sales, Access
Education
State University of New York at Albany 1980 — 1982
Bachelor of Science, Economics
Ohio University 1978 — 1979
Studied, Photography
Robert Wood Johnson Center for Health & Wellness August 2004 - Present
The North Highland Company December 2014 - September 2015
Merrill Lynch - Bank of America September 1998 - September 2015
Tennis Tai Chi & Stress Management - Speaker, Instructor January 2012 - January 2013
SBX., Inc October 1998 - August 2000
Merrill Lynch November 1994 - May 1998
Merrill Lynch March 1985 - November 1994
Skills
Marketing Communications, Teaching Adults, Tai Chi, Teaching, Editing, Writing, Microsoft Office, Web Design, Public Speaking, Excel, Word, Windows, Customer Service, Microsoft Word, Microsoft Excel, Management, Social Networking, Financial Services, Project Management, Business Analysis, Marketing, Financial Analysis, Marketing Strategy, Process Improvement, Strategic Planning, Leadership, Analysis, Series 7, Risk Management, Coaching, Training, Research, Mergers & Acquisitions, Data Analysis, Sales, Access
Education
State University of New York at Albany 1980 — 1982
Bachelor of Science, Economics
Ohio University 1978 — 1979
Studied, Photography
Jeffrey Ranck Jeffrey Ranck's Merrill Lynch Experience March 1982 - Present
Job First Vice President Investments at Merrill Lynch
Industry
Experience
Merrill Lynch March 1982 - Present
Education
Ohio Wesleyan University 1970 — 1974
Bachelor of Arts (B.A.), Journalism
Merrill Lynch March 1982 - Present
Education
Ohio Wesleyan University 1970 — 1974
Bachelor of Arts (B.A.), Journalism
Kimberly Emerson Kimberly Emerson's Merrill Lynch Experience July 1992 - December 2001
Job Front Services Associate at Publix Super Markets
Industry Retail
Experience
Publix Super Markets April 2005 - Present
Kelly IT Resources: 1st Coast Service Options July 2004 - August 2004
Pitney Bowes December 2001 - May 2003
Merrill Lynch July 1992 - December 2001
Merrill Lynch October 1981 - July 1992
Skills
Creative fiction..., desktop publishing, Digital Photography &...
Education
Oglethorpe University 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General
Galloway 1974 — 1977
high school diploma, English Language and Literature, General
Publix Super Markets April 2005 - Present
Kelly IT Resources: 1st Coast Service Options July 2004 - August 2004
Pitney Bowes December 2001 - May 2003
Merrill Lynch July 1992 - December 2001
Merrill Lynch October 1981 - July 1992
Skills
Creative fiction..., desktop publishing, Digital Photography &...
Education
Oglethorpe University 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General
Galloway 1974 — 1977
high school diploma, English Language and Literature, General
Ryan Morrissey, MCTS Ryan Morrissey, MCTS's Merrill Lynch Experience April 1999 - July 2000
Job Seeking job that combines IT experience with Paralegal Certification
Industry Legal Services
Experience
Paralegal Certification Program October 2013 - June 2014
Symetra Financial February 2012 - September 2012
Washington Dental Service January 2011 - September 2011
Washington State Board for Community and Technical Colleges September 2000 - December 2010
Merrill Lynch April 1999 - July 2000
Bogle & Gates 1990 - 2000
Microsoft August 1989 - June 1990
Skills
Software Documentation, Technical Writing, CSS, Technical Support, SharePoint Designer, Access, Business Intelligence, SharePoint, Databases, Management, Microsoft Office..., Editing, Networking, Training, HTML
Education
University of Washington 2013 — 2014
Paralegal Certification
Oberlin College 1979 — 1981
B.A., English, Spanish
Skills
Paralegal Certification Program October 2013 - June 2014
Symetra Financial February 2012 - September 2012
Washington Dental Service January 2011 - September 2011
Washington State Board for Community and Technical Colleges September 2000 - December 2010
Merrill Lynch April 1999 - July 2000
Bogle & Gates 1990 - 2000
Microsoft August 1989 - June 1990
Skills
Software Documentation, Technical Writing, CSS, Technical Support, SharePoint Designer, Access, Business Intelligence, SharePoint, Databases, Management, Microsoft Office..., Editing, Networking, Training, HTML
Education
University of Washington 2013 — 2014
Paralegal Certification
Oberlin College 1979 — 1981
B.A., English, Spanish
Skills
Armana Milbry, MBA's Merrill Lynch Experience 2008 - 2008
Job
Industry Financial Services
Experience
Chase 2010 - Present
BDS Financial Service Corporation May 2008 - December 2009
FirstMerit Bank October 2002 - January 2008
Merrill Lynch 2008 - 2008
The Law Firm of Edwin L Parms June 2002 - October 2002
Skills
Critical Thinking, Analytics, Recommendations, Leadership, Loans, Banking, Financial Services, CRM, Marketing, Financial Analysis, Program Management, Sales, Customer Service, Strategic Planning, Public Speaking, Series 6
Education
University of Phoenix 2004 — 2006
Master of Business Administration, Marketing
Ohio University 1998 — 2002
Bachelor of Business Administration, Management Information Systems and Marketing
Chase 2010 - Present
BDS Financial Service Corporation May 2008 - December 2009
FirstMerit Bank October 2002 - January 2008
Merrill Lynch 2008 - 2008
The Law Firm of Edwin L Parms June 2002 - October 2002
Skills
Critical Thinking, Analytics, Recommendations, Leadership, Loans, Banking, Financial Services, CRM, Marketing, Financial Analysis, Program Management, Sales, Customer Service, Strategic Planning, Public Speaking, Series 6
Education
University of Phoenix 2004 — 2006
Master of Business Administration, Marketing
Ohio University 1998 — 2002
Bachelor of Business Administration, Management Information Systems and Marketing
Richard K. Childress CIMA® CRPC®'s Merrill Lynch Experience April 1997 - September 2006
Job Branch Manager Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
UBS September 2006 - April 2013
Merrill Lynch April 1997 - September 2006
Fidelity National Title 1994 - 1996
Education
The University of Akron 1991 — 1993
Master of Arts, Counseling Psychology
Ohio Wesleyan University 1987 — 1989
Bachelor of Arts, History & Political Science
Ameriprise Financial Services, Inc. April 2013 - Present
UBS September 2006 - April 2013
Merrill Lynch April 1997 - September 2006
Fidelity National Title 1994 - 1996
Education
The University of Akron 1991 — 1993
Master of Arts, Counseling Psychology
Ohio Wesleyan University 1987 — 1989
Bachelor of Arts, History & Political Science
Charters Jay Osborne, ChFC, CRPC Charters Jay Osborne, ChFC, CRPC's Merrill Lynch Experience May 2004 - Present
Job VicePresident/ Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2004 - Present
Fifth Third Securities May 2003 - May 2004
Aegis Mortgage March 2002 - April 2003
Skills
Mortgage, Annuity, Financial Planning, Insurance, Planning, Portfolio Management, Asset Management, Retirement Planning, Investments, Strategic Financial..., Finance, Estate Planning, Fixed Annuities
Education
Ohio University 1995 — 2000
Bachelor of Sciences, Sports Marketing, Business, Interpersonal Communications, Coaching
Merrill Lynch May 2004 - Present
Fifth Third Securities May 2003 - May 2004
Aegis Mortgage March 2002 - April 2003
Skills
Mortgage, Annuity, Financial Planning, Insurance, Planning, Portfolio Management, Asset Management, Retirement Planning, Investments, Strategic Financial..., Finance, Estate Planning, Fixed Annuities
Education
Ohio University 1995 — 2000
Bachelor of Sciences, Sports Marketing, Business, Interpersonal Communications, Coaching
Jane Kelso Winter Jane Kelso Winter's Merrill Lynch Experience March 1983 - July 1984
Job Volunteer at Memorial Hermann Health System
Industry Civic & Social Organization
Experience
Memorial Hermann Health System September 2013 - May 2014
IHAD 2003 - 2005
City of Houston May 1997 - January 2001
Brady Center to Prevent Gun Violence April 1987 - August 1995
Handgun Control, Inc 1987 - 1995
Georgetown University August 1985 - May 1987
Merrill Lynch March 1983 - July 1984
Skills
Non-profits, Nonprofits, Community Outreach, Fundraising, Public Speaking, Volunteer Management, Sales, Event Planning, Public Relations, Program Development, Teaching, Research, Grants, Leadership Development, Grant Writing, Public Policy, Editing
Education
Ohio Wesleyan University 1979 — 1983
B.A., History
Memorial Hermann Health System September 2013 - May 2014
IHAD 2003 - 2005
City of Houston May 1997 - January 2001
Brady Center to Prevent Gun Violence April 1987 - August 1995
Handgun Control, Inc 1987 - 1995
Georgetown University August 1985 - May 1987
Merrill Lynch March 1983 - July 1984
Skills
Non-profits, Nonprofits, Community Outreach, Fundraising, Public Speaking, Volunteer Management, Sales, Event Planning, Public Relations, Program Development, Teaching, Research, Grants, Leadership Development, Grant Writing, Public Policy, Editing
Education
Ohio Wesleyan University 1979 — 1983
B.A., History
John (JP) Patrick John (JP) Patrick's Merrill Lynch Experience January 1982 - May 2008
Job Producer/Director of Film & Video
Industry Marketing and Advertising
Experience
TuckerBear Films 2001 - Present
Purdue Pharma January 1996 - Present
Zimmerman 2009 - 2009
TimeLine Video 2008 - 2009
Merrill Lynch January 1982 - May 2008
Rorschach 1981 - 1982
O'Neal's 1980 - 1982
Skills
Video Editing, Video Production, Video, Film, Final Cut Pro, Editing, Creative Direction, Broadcast, Sound Design, Photography, Commercials, Music, Post Production, Entertainment, Documentaries, Television, Digital Media, Producing, Camera, After Effects, Multimedia, Film Production, Music Videos, Media Production, Production Managment, HD Video, Broadcast Television, Videography, Sound, Premiere, Final Cut Studio, Directing, Short Films, Camera Operating, Web Video, Cinematography, Digital Video, Voice Over, Avid Media Composer, New Media, Avid, Music Production, Digital Photography, Motion Graphics, Screenwriting, Storytelling, Live Events, Lighting, Audio Editing, Film Editing
Education
Ocean County College
Villanova University
TuckerBear Films 2001 - Present
Purdue Pharma January 1996 - Present
Zimmerman 2009 - 2009
TimeLine Video 2008 - 2009
Merrill Lynch January 1982 - May 2008
Rorschach 1981 - 1982
O'Neal's 1980 - 1982
Skills
Video Editing, Video Production, Video, Film, Final Cut Pro, Editing, Creative Direction, Broadcast, Sound Design, Photography, Commercials, Music, Post Production, Entertainment, Documentaries, Television, Digital Media, Producing, Camera, After Effects, Multimedia, Film Production, Music Videos, Media Production, Production Managment, HD Video, Broadcast Television, Videography, Sound, Premiere, Final Cut Studio, Directing, Short Films, Camera Operating, Web Video, Cinematography, Digital Video, Voice Over, Avid Media Composer, New Media, Avid, Music Production, Digital Photography, Motion Graphics, Screenwriting, Storytelling, Live Events, Lighting, Audio Editing, Film Editing
Education
Ocean County College
Villanova University
Jason Evans Jason Evans's Merrill Lynch Experience April 1994 - January 2001
Job Senior Manager Accenture Operations
Industry Logistics and Supply Chain
Experience
Accenture October 2014 - Present
Xchanging February 2013 - October 2014
Technology First 2010 - January 2014
Corbus December 2010 - December 2012
Buchanan Technologies Inc January 2010 - September 2010
PEQ Services + Solutions, Inc. December 2001 - August 2010
Kforce Technology Services April 2002 - November 2006
Merrill Lynch April 1994 - January 2001
Skills
Business Development, Competitive Analysis, Finance, IT Outsourcing, Outsourcing, New Business Development, Vendor Management, Strategic Planning, Account Management, Management Consulting, Change Management, Business Strategy, Contract Negotiation, Supply Chain..., Supply Chain Management, Key Account Management, Global Business..., Global Marketing, Global Delivery, Global Sourcing, Process Improvement, Program Management, Sales, Cross-functional Team..., Strategy, Managed Services, Entrepreneurship, Leadership, Sourcing, Management, Consulting, Mergers & Acquisitions, Marketing, Business Process, Pre-sales, Sales Management, Project Planning, CRM, Marketing Strategy, Supply Chain, Procurement, Go-to-market Strategy, Human Resources, Business Process..., Strategic Partnerships, Executive Management, SaaS, Start-ups, Procurement Outsourcing
Education
Ohio University 1989 — 1994
BA, Finance, Management Information Systems
Troy High School 1986 — 1989
Accenture October 2014 - Present
Xchanging February 2013 - October 2014
Technology First 2010 - January 2014
Corbus December 2010 - December 2012
Buchanan Technologies Inc January 2010 - September 2010
PEQ Services + Solutions, Inc. December 2001 - August 2010
Kforce Technology Services April 2002 - November 2006
Merrill Lynch April 1994 - January 2001
Skills
Business Development, Competitive Analysis, Finance, IT Outsourcing, Outsourcing, New Business Development, Vendor Management, Strategic Planning, Account Management, Management Consulting, Change Management, Business Strategy, Contract Negotiation, Supply Chain..., Supply Chain Management, Key Account Management, Global Business..., Global Marketing, Global Delivery, Global Sourcing, Process Improvement, Program Management, Sales, Cross-functional Team..., Strategy, Managed Services, Entrepreneurship, Leadership, Sourcing, Management, Consulting, Mergers & Acquisitions, Marketing, Business Process, Pre-sales, Sales Management, Project Planning, CRM, Marketing Strategy, Supply Chain, Procurement, Go-to-market Strategy, Human Resources, Business Process..., Strategic Partnerships, Executive Management, SaaS, Start-ups, Procurement Outsourcing
Education
Ohio University 1989 — 1994
BA, Finance, Management Information Systems
Troy High School 1986 — 1989
Dani Hreha Dani Hreha's Merrill Lynch Experience April 2007 - July 2008
Job Manager of Vendor Management at Amazon
Industry Retail
Experience
Amazon September 2014 - Present
Best Buy July 2013 - September 2014
Best Buy April 2012 - June 2013
Best Buy July 2011 - April 2012
Best Buy July 2009 - July 2011
Transfac Capital July 2008 - November 2009
Merrill Lynch April 2007 - July 2008
Sonenshine Partners 2003 - 2007
Skills
Retail, Customer Service, P&L Management, Forecasting, P&L, Financial Analysis, Merchandising, Budgeting, Customer Relations, Program Management, Business Development, Budgets, Income Statement, Leadership, Sales Operations, Strategy, Strategic Planning, Time Management
Education
Ohio University 1998 — 2002
Bachelor of Arts (BA), Spanish Language and Literature
Amazon September 2014 - Present
Best Buy July 2013 - September 2014
Best Buy April 2012 - June 2013
Best Buy July 2011 - April 2012
Best Buy July 2009 - July 2011
Transfac Capital July 2008 - November 2009
Merrill Lynch April 2007 - July 2008
Sonenshine Partners 2003 - 2007
Skills
Retail, Customer Service, P&L Management, Forecasting, P&L, Financial Analysis, Merchandising, Budgeting, Customer Relations, Program Management, Business Development, Budgets, Income Statement, Leadership, Sales Operations, Strategy, Strategic Planning, Time Management
Education
Ohio University 1998 — 2002
Bachelor of Arts (BA), Spanish Language and Literature
GARGI CHAUDHURI GARGI CHAUDHURI's Merrill Lynch Experience June 2001 - December 2008
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock May 2010 - Present
Jefferies & Company March 2009 - April 2010
Merrill Lynch June 2001 - December 2008
Skills
Derivatives, Portfolio Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Financial Modeling, Valuation, Bonds, Alternative Investments, Investments, Bloomberg, Structured Products, Trading, Investment Banking, Management
Education
Ohio Wesleyan University 1997 — 2001
Bachelor of Arts (B.A.), Accounting, Psychology
BlackRock May 2010 - Present
Jefferies & Company March 2009 - April 2010
Merrill Lynch June 2001 - December 2008
Skills
Derivatives, Portfolio Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Financial Modeling, Valuation, Bonds, Alternative Investments, Investments, Bloomberg, Structured Products, Trading, Investment Banking, Management
Education
Ohio Wesleyan University 1997 — 2001
Bachelor of Arts (B.A.), Accounting, Psychology
Greg Dillon, MBA Greg Dillon, MBA's Merrill Lynch Experience March 2010 - May 2010
Job Retirement Solutions at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial November 2011 - Present
Kinsale Golf and Fitness Club August 2011 - November 2011
Camp Wildwood June 2010 - August 2010
Merrill Lynch March 2010 - May 2010
Ohio Dominican University August 2009 - March 2010
Camp Wildwood June 2009 - August 2009
Fort Wayne Country Club May 2005 - June 2008
Skills
Networking, Event Planning, Customer Service, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Spanish, Event Management, Teamwork, Social Media Marketing, Marketing Communications, Time Management, Marketing
Education
Ohio Dominican University 2011 — 2011
Masters of Business Administration
Ohio Dominican University 2007 — 2010
Business Administration, Marketing; Biology Minor
Homestead 2003 — 2007
Nationwide Financial November 2011 - Present
Kinsale Golf and Fitness Club August 2011 - November 2011
Camp Wildwood June 2010 - August 2010
Merrill Lynch March 2010 - May 2010
Ohio Dominican University August 2009 - March 2010
Camp Wildwood June 2009 - August 2009
Fort Wayne Country Club May 2005 - June 2008
Skills
Networking, Event Planning, Customer Service, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Spanish, Event Management, Teamwork, Social Media Marketing, Marketing Communications, Time Management, Marketing
Education
Ohio Dominican University 2011 — 2011
Masters of Business Administration
Ohio Dominican University 2007 — 2010
Business Administration, Marketing; Biology Minor
Homestead 2003 — 2007
Marcella Lowney Marcella Lowney's Merrill Lynch Experience 1989 - Present
Job Vice President Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch 2014 - Present
Merrill Lynch 1989 - Present
Skills
SDLC, PMO, Vendor Management, Risk Management, Business Analysis, Project Portfolio..., Banking, PMP, Project Delivery, Software Project..., Portfolio Management, Visio
Education
Cleveland heights
Ohio University
Bank of America Merrill Lynch 2014 - Present
Merrill Lynch 1989 - Present
Skills
SDLC, PMO, Vendor Management, Risk Management, Business Analysis, Project Portfolio..., Banking, PMP, Project Delivery, Software Project..., Portfolio Management, Visio
Education
Cleveland heights
Ohio University
Stephen Searle, APMAsm Stephen Searle, APMAsm's Merrill Lynch Experience January 1981 - March 1989
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
Morgan Stanley Smith Barney March 1989 - March 2009
Merrill Lynch January 1981 - March 1989
Education
Ohio Wesleyan University 1971 — 1974
Bachelor of Science (BS), Biology, General
University of Massachusetts Dartmouth 1972 — 1975
Biology, Organic Chemistry
State University of New York College at Buffalo 1970 — 1971
Biology
College For Financial Planning, Colorado 2011 — 2012
APMAsm, Accredited Portfolio Management Advisor, Portfolio Construction and Management, A
Ameriprise Financial March 2009 - Present
Morgan Stanley Smith Barney March 1989 - March 2009
Merrill Lynch January 1981 - March 1989
Education
Ohio Wesleyan University 1971 — 1974
Bachelor of Science (BS), Biology, General
University of Massachusetts Dartmouth 1972 — 1975
Biology, Organic Chemistry
State University of New York College at Buffalo 1970 — 1971
Biology
College For Financial Planning, Colorado 2011 — 2012
APMAsm, Accredited Portfolio Management Advisor, Portfolio Construction and Management, A
Oladapo O Amudipe Oladapo O Amudipe's Merrill Lynch Experience 2004 - 2007
Job Technology Consultant @ National Basketball Association
Industry Information Technology and Services
Experience
National Basketball Association January 2013 - Present
National Basketball Association January 2013 - November 2013
Capax Global June 2011 - May 2012
NDMA 2008 - 2009
Kantar Media Intelligence 2007 - 2008
Merrill Lynch 2004 - 2007
Motorola Solutions 2003 - 2004
Skills
Microsoft SQL Server, Sybase, Sybase IQ, Project Management, Business Intelligence, Java, Database Administration, SQL Server, SAP Hana In-memory..., SAP Hana Modeling, Apache Hadoop Big Data...
Education
Obafemi Awolowo University
BA
National Basketball Association January 2013 - Present
National Basketball Association January 2013 - November 2013
Capax Global June 2011 - May 2012
NDMA 2008 - 2009
Kantar Media Intelligence 2007 - 2008
Merrill Lynch 2004 - 2007
Motorola Solutions 2003 - 2004
Skills
Microsoft SQL Server, Sybase, Sybase IQ, Project Management, Business Intelligence, Java, Database Administration, SQL Server, SAP Hana In-memory..., SAP Hana Modeling, Apache Hadoop Big Data...
Education
Obafemi Awolowo University
BA
Hans Bald Hans Bald's Merrill Lynch Experience 1987 - 1994
Job President at 20 Gates Management
Industry Financial Services
Experience
20 Gates Management September 2010 - Present
Credit Suisse March 2000 - September 2010
Smith Barney 1994 - 1998
Merrill Lynch 1987 - 1994
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Ohio University 1977 — 1981
BBA, Finance, Logic
20 Gates Management September 2010 - Present
Credit Suisse March 2000 - September 2010
Smith Barney 1994 - 1998
Merrill Lynch 1987 - 1994
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Ohio University 1977 — 1981
BBA, Finance, Logic
Kurt Winkler Kurt Winkler's Merrill Lynch Experience July 1996 - August 1998
Job Managing Director at John Hancock Asset Management
Industry Financial Services
Experience
John Hancock November 2010 - Present
Manulife Financial/John Hancock March 2002 - October 2010
Manulife Financial August 1998 - March 2002
Merrill Lynch July 1996 - August 1998
Merrill Lynch June 1995 - July 1996
Merrill Lynch January 1993 - May 1995
Kidder Peabody September 1991 - August 1992
Skills
Mutual Funds, Fixed Annuities, Equities, Life Insurance, Loans, Separately Managed..., Series 63, Series 65, Series 7, Investments, Asset Managment, Alternative Investment..., Alternative Investments, Asset Allocation, Asset Management, Financial Advisory
Education
Ohio Wesleyan University 1987 — 1991
Bachelor of Arts, Economics Management
The Pennington School 1980 — 1987
John Hancock November 2010 - Present
Manulife Financial/John Hancock March 2002 - October 2010
Manulife Financial August 1998 - March 2002
Merrill Lynch July 1996 - August 1998
Merrill Lynch June 1995 - July 1996
Merrill Lynch January 1993 - May 1995
Kidder Peabody September 1991 - August 1992
Skills
Mutual Funds, Fixed Annuities, Equities, Life Insurance, Loans, Separately Managed..., Series 63, Series 65, Series 7, Investments, Asset Managment, Alternative Investment..., Alternative Investments, Asset Allocation, Asset Management, Financial Advisory
Education
Ohio Wesleyan University 1987 — 1991
Bachelor of Arts, Economics Management
The Pennington School 1980 — 1987
Linda Stirling Linda Stirling's Merrill Lynch Experience 1987 - 2005
Job Senior Vice President, UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management April 2013 - Present
Umbrella Ministries 2010 - Present
Merrill Lynch 1987 - 2005
Education
Occidental College 1962 — 1966
BA, Literature/Economics
University of Southern California 1966 — 1967
Grad Degree Education, education
UBS Wealth Management April 2013 - Present
Umbrella Ministries 2010 - Present
Merrill Lynch 1987 - 2005
Education
Occidental College 1962 — 1966
BA, Literature/Economics
University of Southern California 1966 — 1967
Grad Degree Education, education
Gregory Saxton Gregory Saxton's Merrill Lynch Experience 1990 - 1991
Job Global Enterprise Architect, "Can Do" Attitude, Excellent People Skills, Change Agent
Industry Information Technology and Services
Experience
LexisNexis July 2011 - Present
Knowledgent Group, Inc April 2011 - July 2011
Capgemini Financial Services Business Unit 2006 - May 2011
Paragon Computer Professionals Inc 2002 - 2006
Boutique IT consulting firm 1991 - 2002
Merrill Lynch 1990 - 1991
Erisco (a D&B subsidiary) 1988 - 1990
The Real Estate Consultants 1986 - 1988
Skills
IT Strategy, Enterprise Architecture, Enterprise Software, SDLC, Integration, Solution Architecture, Strategy, Agile Methodologies, Cloud Computing, Information Technology, SOA, Architecture, Software Project..., XML, Business Development, Business Strategy, Professional Services, IT Management, Leadership, Architectures, SaaS, Big Data, Product Development, IT Governance
Education
Capgemini University 2006 — 2010
University of Phoenix
B.S., Business Management
Ocean County College
A.A.S., General Education
The Chubb Institute
Computer Programming
LexisNexis July 2011 - Present
Knowledgent Group, Inc April 2011 - July 2011
Capgemini Financial Services Business Unit 2006 - May 2011
Paragon Computer Professionals Inc 2002 - 2006
Boutique IT consulting firm 1991 - 2002
Merrill Lynch 1990 - 1991
Erisco (a D&B subsidiary) 1988 - 1990
The Real Estate Consultants 1986 - 1988
Skills
IT Strategy, Enterprise Architecture, Enterprise Software, SDLC, Integration, Solution Architecture, Strategy, Agile Methodologies, Cloud Computing, Information Technology, SOA, Architecture, Software Project..., XML, Business Development, Business Strategy, Professional Services, IT Management, Leadership, Architectures, SaaS, Big Data, Product Development, IT Governance
Education
Capgemini University 2006 — 2010
University of Phoenix
B.S., Business Management
Ocean County College
A.A.S., General Education
The Chubb Institute
Computer Programming
Amy Commins Amy Commins's Merrill Lynch Experience May 2000 - Present
Job Senior Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2000 - Present
Skills
Securities Based Lending, Client Relationship...
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Ohio Wesleyan University
Merrill Lynch May 2000 - Present
Skills
Securities Based Lending, Client Relationship...
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Ohio Wesleyan University
Tyler Purcell Tyler Purcell's Merrill Lynch Experience July 2012 - June 2013
Job Kiplinger Wealth Advisors
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 2014 - Present
Stratos Wealth Partners June 2013 - September 2014
Merrill Lynch July 2012 - June 2013
Skills
Strategic Financial..., Estate Planning, Investment Management, Insurance, Risk Management, Alternative Investments, Retirement Planning, Portfolio Management, Wealth Management, Finance, Series 63, Microsoft Office, Retirement, Financial Planning, Investments, Microsoft Excel, Management, Financial Modeling, PowerPoint, Customer Service, Financial Analysis, Leadership
Education
Ohio Dominican University 2011 — 2012
Master of Business Administration (MBA)
Ohio Dominican University 2007 — 2011
Bachelor of Science (BS), Finance
Securities America, Inc. Member FINRA/SIPC September 2014 - Present
Stratos Wealth Partners June 2013 - September 2014
Merrill Lynch July 2012 - June 2013
Skills
Strategic Financial..., Estate Planning, Investment Management, Insurance, Risk Management, Alternative Investments, Retirement Planning, Portfolio Management, Wealth Management, Finance, Series 63, Microsoft Office, Retirement, Financial Planning, Investments, Microsoft Excel, Management, Financial Modeling, PowerPoint, Customer Service, Financial Analysis, Leadership
Education
Ohio Dominican University 2011 — 2012
Master of Business Administration (MBA)
Ohio Dominican University 2007 — 2011
Bachelor of Science (BS), Finance
Ross Lipman Ross Lipman's Merrill Lynch Experience December 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2012 - Present
Financial Services January 2011 - Present
Ameris Bank June 2009 - January 2011
UBS Financial Services September 2006 - April 2009
Wm R Hough / RBC Dain Rauscher June 1998 - November 2005
SunTrust Capital Markets December 1992 - April 1998
John Linder Senate Campaign May 1992 - November 1992
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Series 7, Series 66, Strategic Financial..., Retirement Planning, Fixed Income Trading, Institutional Sales, Investment Strategies, Mutual Funds, Investment Advisory, Securities, Loans, Equities, New Business Development, Fully Managed Accounts, Real Estate, Wrap Fee Accounts, Fee Based Accounts, Finance, Investment Management, 401k, Fixed Income, Alternative Investments, Financial Services, Financial Advisory, Financial Planners
Education
Oglethorpe University 1982 — 1986
Bachelor's degree, Poli Sci / Econ
Merrill Lynch December 2012 - Present
Financial Services January 2011 - Present
Ameris Bank June 2009 - January 2011
UBS Financial Services September 2006 - April 2009
Wm R Hough / RBC Dain Rauscher June 1998 - November 2005
SunTrust Capital Markets December 1992 - April 1998
John Linder Senate Campaign May 1992 - November 1992
Skills
Wealth Management, Portfolio Management, Asset Managment, Investments, Series 7, Series 66, Strategic Financial..., Retirement Planning, Fixed Income Trading, Institutional Sales, Investment Strategies, Mutual Funds, Investment Advisory, Securities, Loans, Equities, New Business Development, Fully Managed Accounts, Real Estate, Wrap Fee Accounts, Fee Based Accounts, Finance, Investment Management, 401k, Fixed Income, Alternative Investments, Financial Services, Financial Advisory, Financial Planners
Education
Oglethorpe University 1982 — 1986
Bachelor's degree, Poli Sci / Econ
Marc A Compton Marc A Compton's Merrill Lynch Experience January 2009 - June 2010
Job Managing Director, Market Executive, US Trust Silicon Valley
Industry Financial Services
Experience
US Trust, Bank of America June 2010 - Present
Merrill Lynch January 2009 - June 2010
Bank of America August 2008 - January 2009
Banc of America Investments January 2004 - August 2008
Morgan Stanley May 1994 - January 2004
Recognition Equipment, Inc. March 1989 - May 1994
LTV Aerospace May 1986 - March 1989
Skills
Business Strategy, Leadership, New Business Development, Wealth Management, Investments, Strategic Leadership, Private Banking, Banking, Alternative Investments, Finance, Financial Analysis, Mergers, Strategic Planning, Strategy
Education
Southern Methodist University - Cox School of Business 1988 — 1991
MBA, Finance and Marketing
Oklahoma Christian University 1982 — 1986
BS, Engineering Physics
US Trust, Bank of America June 2010 - Present
Merrill Lynch January 2009 - June 2010
Bank of America August 2008 - January 2009
Banc of America Investments January 2004 - August 2008
Morgan Stanley May 1994 - January 2004
Recognition Equipment, Inc. March 1989 - May 1994
LTV Aerospace May 1986 - March 1989
Skills
Business Strategy, Leadership, New Business Development, Wealth Management, Investments, Strategic Leadership, Private Banking, Banking, Alternative Investments, Finance, Financial Analysis, Mergers, Strategic Planning, Strategy
Education
Southern Methodist University - Cox School of Business 1988 — 1991
MBA, Finance and Marketing
Oklahoma Christian University 1982 — 1986
BS, Engineering Physics
Tyler Purcell Tyler Purcell's Merrill Lynch Experience July 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Cosibella Promotional Modeling Ltd. April 2012 - July 2012
Skills
Superior communication..., Excellent work eithic, Critical and analytical...
Education
Ohio Dominican University 2011 — 2012
Master of Business Administration (MBA)
Ohio Dominican University 2007 — 2011
Bachelor of Science (BS), Finance
Merrill Lynch July 2012 - Present
Cosibella Promotional Modeling Ltd. April 2012 - July 2012
Skills
Superior communication..., Excellent work eithic, Critical and analytical...
Education
Ohio Dominican University 2011 — 2012
Master of Business Administration (MBA)
Ohio Dominican University 2007 — 2011
Bachelor of Science (BS), Finance
Kathryn Holden Kathryn Holden's Merrill Lynch Experience February 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Marketing Works October 2010 - January 2011
Jacob, Haxton, & Boord January 2010 - July 2010
Chute Gerdeman May 2009 - July 2009
Skills
Event Planning, Customer Service, Market Research, Microsoft Office, Social Media, Social Media Marketing
Education
Ohio Northern University 2006 — 2010
Bachelor of Science in Business Administration, Marketing, Spanish, Valedictorian - GPA 4.0/4.0
Merrill Lynch February 2011 - Present
Marketing Works October 2010 - January 2011
Jacob, Haxton, & Boord January 2010 - July 2010
Chute Gerdeman May 2009 - July 2009
Skills
Event Planning, Customer Service, Market Research, Microsoft Office, Social Media, Social Media Marketing
Education
Ohio Northern University 2006 — 2010
Bachelor of Science in Business Administration, Marketing, Spanish, Valedictorian - GPA 4.0/4.0
Ashish Narayan Thakur's Merrill Lynch Experience April 2001 - November 2005
Job Executive Director @ TiE ATL & COBA
Industry Nonprofit Organization Management
Experience
TiE Atlanta & Council of Board Advisors (COBA) January 2012 - Present
Council of Board Advisors September 2011 - Present
TiE Atlanta January 2011 - Present
TiE Atlanta January 2011 - December 2011
TiE Atlanta April 2009 - December 2010
ReProact April 2009 - December 2010
Deutsche Bank June 2006 - March 2009
Merrill Lynch April 2001 - November 2005
Pro Capital Ltd August 1998 - December 1998
Skills
Investments, Fundraising, Management, Budgets, Sponsorship, Start-ups, Entrepreneurship, Strategic Planning, Public Speaking, Sponsorship Relations, Business Development, Program Management, Content Writing, Leadership, Sales, Competitive Analysis, Business Strategy
Education
Oglethorpe University 1996 — 1999
B.B.A., International Business, Economics
Lakeside High School 1991 — 1994
TiE Atlanta & Council of Board Advisors (COBA) January 2012 - Present
Council of Board Advisors September 2011 - Present
TiE Atlanta January 2011 - Present
TiE Atlanta January 2011 - December 2011
TiE Atlanta April 2009 - December 2010
ReProact April 2009 - December 2010
Deutsche Bank June 2006 - March 2009
Merrill Lynch April 2001 - November 2005
Pro Capital Ltd August 1998 - December 1998
Skills
Investments, Fundraising, Management, Budgets, Sponsorship, Start-ups, Entrepreneurship, Strategic Planning, Public Speaking, Sponsorship Relations, Business Development, Program Management, Content Writing, Leadership, Sales, Competitive Analysis, Business Strategy
Education
Oglethorpe University 1996 — 1999
B.B.A., International Business, Economics
Lakeside High School 1991 — 1994
Travis Kilgore's Merrill Lynch Experience June 2012 - September 2012
Job Senior Associate at Ethos Capital Solutions
Industry Investment Banking
Experience
Ethos Capital Solutions August 2015 - Present
Xnergy LLC December 2014 - Present
Xnergy Financial LLC January 2013 - Present
Merrill Lynch June 2012 - September 2012
Ohio University June 2011 - June 2012
Ohio University August 2009 - June 2011
Shane English Beijing August 2007 - May 2009
Skills
Mandarin, Econometrics, Geography, Financial Analysis, Eviews, SAS, Microsoft Office, Finance, Teaching, Financial Modeling, International Economics, Demographic Analysis, Financial Reporting, ArcGIS, Public Speaking, Economics, Chinese, Research, Equity Research, Equity Valuation, Derivatives, Portfolio Management, Investments, Statistics, SPSS, Quantitative Analytics, Macroeconomics, Due Diligence, Investment Banking, Bloomberg, International Relations, GIS
Education
Ohio University 2011 — 2012
Master of Arts (M.A.), Financial Economics
Ohio University 2009 — 2012
Master of Arts (M.A.), Geography
University of Tennessee-Knoxville 2003 — 2007
Bachelor of Arts (B.A.), Geography
Ethos Capital Solutions August 2015 - Present
Xnergy LLC December 2014 - Present
Xnergy Financial LLC January 2013 - Present
Merrill Lynch June 2012 - September 2012
Ohio University June 2011 - June 2012
Ohio University August 2009 - June 2011
Shane English Beijing August 2007 - May 2009
Skills
Mandarin, Econometrics, Geography, Financial Analysis, Eviews, SAS, Microsoft Office, Finance, Teaching, Financial Modeling, International Economics, Demographic Analysis, Financial Reporting, ArcGIS, Public Speaking, Economics, Chinese, Research, Equity Research, Equity Valuation, Derivatives, Portfolio Management, Investments, Statistics, SPSS, Quantitative Analytics, Macroeconomics, Due Diligence, Investment Banking, Bloomberg, International Relations, GIS
Education
Ohio University 2011 — 2012
Master of Arts (M.A.), Financial Economics
Ohio University 2009 — 2012
Master of Arts (M.A.), Geography
University of Tennessee-Knoxville 2003 — 2007
Bachelor of Arts (B.A.), Geography
Troy Do Troy Do's Merrill Lynch Experience June 2010 - August 2010
Job CoFounder & CEO @XInstituteSpace
Industry Computer Software
Experience
X Institute June 2015 - Present
Lab X December 2013 - Present
Kim Eng Securities June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Vietinbank Securities June 2009 - August 2009
Skills
Entrepreneurship, Start-ups, Online Marketing, Project Management, Web Analytics, Marketing Strategy, E-commerce, Sales, Business Strategy, Business Development, Strategy, Financial Modeling, Finance, Strategic Partnerships, Objective-C, iOS development, No Limit Hold'em, MeteorJS, 3D Design, AngularJS, Muay Thai
Education
The World Wide Web 2012 — 2019
Guru, The Universe
Ohio Wesleyan University 2008 — 2011
BA, Economics with Management concentration, International Studies
University of California, Berkeley 2010 — 2010
Visiting Scholar, Business
George Washington High School 2008 — 2008
Hanoi - Amsterdam High School for the Gifted 2005 — 2008
Never finish Highschool, Physics
X Institute June 2015 - Present
Lab X December 2013 - Present
Kim Eng Securities June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Vietinbank Securities June 2009 - August 2009
Skills
Entrepreneurship, Start-ups, Online Marketing, Project Management, Web Analytics, Marketing Strategy, E-commerce, Sales, Business Strategy, Business Development, Strategy, Financial Modeling, Finance, Strategic Partnerships, Objective-C, iOS development, No Limit Hold'em, MeteorJS, 3D Design, AngularJS, Muay Thai
Education
The World Wide Web 2012 — 2019
Guru, The Universe
Ohio Wesleyan University 2008 — 2011
BA, Economics with Management concentration, International Studies
University of California, Berkeley 2010 — 2010
Visiting Scholar, Business
George Washington High School 2008 — 2008
Hanoi - Amsterdam High School for the Gifted 2005 — 2008
Never finish Highschool, Physics
Colin Engler, MBA Colin Engler, MBA's Merrill Lynch Experience June 2006 - September 2006
Job Senior Financial Analyst at Jack Morton Worldwide
Industry Marketing and Advertising
Experience
Jack Morton Worldwide September 2013 - Present
J.P. Morgan January 2013 - September 2013
Jack Morton Worldwide June 2012 - August 2012
American Share Insurance June 2007 - September 2011
Merrill Lynch June 2006 - September 2006
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Microsoft Excel, Valuation, Financial Accounting, Hedge Funds, Hedge Accounting, Budgets, Financial Reporting, Risk Management, Internal Controls, Capital Markets, Investments, Variance Analysis, Credit Analysis, Forecasting, Management Consulting, GAAP, Risk Assessment, Hyperion Reports, Bloomberg, Accounting, Portfolio Management, Equities
Education
Suffolk University - Sawyer School of Management 2011 — 2012
Master of Business Administration (MBA), Finance, 4.0
Ohio University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, 3.6
Dublin Coffman
Jack Morton Worldwide September 2013 - Present
J.P. Morgan January 2013 - September 2013
Jack Morton Worldwide June 2012 - August 2012
American Share Insurance June 2007 - September 2011
Merrill Lynch June 2006 - September 2006
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Microsoft Excel, Valuation, Financial Accounting, Hedge Funds, Hedge Accounting, Budgets, Financial Reporting, Risk Management, Internal Controls, Capital Markets, Investments, Variance Analysis, Credit Analysis, Forecasting, Management Consulting, GAAP, Risk Assessment, Hyperion Reports, Bloomberg, Accounting, Portfolio Management, Equities
Education
Suffolk University - Sawyer School of Management 2011 — 2012
Master of Business Administration (MBA), Finance, 4.0
Ohio University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, 3.6
Dublin Coffman
Kelly Gallagher's Merrill Lynch Experience August 1991 - June 2007
Job Diabetes Solutions Specialist at Roche Diagnostics
Industry Medical Devices
Experience
Roche Diagnostics January 2013 - Present
CCS Medical June 2007 - December 2012
Merrill Lynch August 1991 - June 2007
Skills
Medical Devices, Operations Management, Service Management, Project Management, Strategic Planning, Business Strategy, Business Analysis, Process Improvement, Quality Management, Client Surveys, Benchmarking, Private Client Services, Marketing Communications, Employee Training, Office Administration, Business Services, Vendor Management, Presentations, Business Planning, Field Training, Building Relationships, Problem Solving, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Ocean County College 1987 — 1989
Associate of Arts (A.A.), Honors Program - Liberal Arts
Roche Diagnostics January 2013 - Present
CCS Medical June 2007 - December 2012
Merrill Lynch August 1991 - June 2007
Skills
Medical Devices, Operations Management, Service Management, Project Management, Strategic Planning, Business Strategy, Business Analysis, Process Improvement, Quality Management, Client Surveys, Benchmarking, Private Client Services, Marketing Communications, Employee Training, Office Administration, Business Services, Vendor Management, Presentations, Business Planning, Field Training, Building Relationships, Problem Solving, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Ocean County College 1987 — 1989
Associate of Arts (A.A.), Honors Program - Liberal Arts
Kevin Brake Kevin Brake's Merrill Lynch Experience December 2012 - January 2013
Job Services Executive at Ricoh Americas Corporation
Industry Accounting
Experience
Ricoh Americas Corporation September 2014 - Present
Ohio Dominican University August 2010 - May 2014
Norman, Jones, Enlow & Co. January 2014 - April 2014
Merrill Lynch December 2012 - January 2013
Skills
Finance, Auditing, PowerPoint, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Time Management
Education
Ohio Dominican University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Ricoh Americas Corporation September 2014 - Present
Ohio Dominican University August 2010 - May 2014
Norman, Jones, Enlow & Co. January 2014 - April 2014
Merrill Lynch December 2012 - January 2013
Skills
Finance, Auditing, PowerPoint, Research, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Time Management
Education
Ohio Dominican University 2010 — 2014
Bachelor's degree, Business Administration and Management, General
Nathan Wine's Merrill Lynch Experience January 2011 - May 2011
Job Sales Information at Vantiv
Industry Financial Services
Experience
Vantiv May 2013 - Present
Ohio Dominican University 2014 - Present
Tower Hill Trading September 2012 - March 2013
THOR Investment Management May 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Portfolio Management, Financial Modeling, Investments, Microsoft Excel, Financial Analysis
Education
University of Cincinnati College of Business
Ohio Dominican University 2009 — 2012
Bachelor of Science (BS), Finance, General
Vantiv May 2013 - Present
Ohio Dominican University 2014 - Present
Tower Hill Trading September 2012 - March 2013
THOR Investment Management May 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Portfolio Management, Financial Modeling, Investments, Microsoft Excel, Financial Analysis
Education
University of Cincinnati College of Business
Ohio Dominican University 2009 — 2012
Bachelor of Science (BS), Finance, General
Richard Highsmith's Merrill Lynch Experience September 2009 - December 2009
Job BirkSun
Industry Capital Markets
Experience
BirkSun August 2012 - Present
Morgan Stanley Smith Barney July 2010 - February 2012
Box It Up Storage September 2008 - May 2010
Charles R. Blyth Fund April 2008 - May 2010
Merrill Lynch September 2009 - December 2009
Occidental College Board of Trustees Investment Committee September 2008 - September 2009
Morgan Stanley Smith Barney-Wealth Management Division June 2009 - August 2009
Everest Properties LLC May 2009 - August 2009
Frazier Capital August 2007 - February 2008
Skills
Investments, Economics, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Asset Managment, Entrepreneurship
Education
Occidental College 2006 — 2010
BA
London School of Economics 2009 — 2009
BirkSun August 2012 - Present
Morgan Stanley Smith Barney July 2010 - February 2012
Box It Up Storage September 2008 - May 2010
Charles R. Blyth Fund April 2008 - May 2010
Merrill Lynch September 2009 - December 2009
Occidental College Board of Trustees Investment Committee September 2008 - September 2009
Morgan Stanley Smith Barney-Wealth Management Division June 2009 - August 2009
Everest Properties LLC May 2009 - August 2009
Frazier Capital August 2007 - February 2008
Skills
Investments, Economics, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Asset Managment, Entrepreneurship
Education
Occidental College 2006 — 2010
BA
London School of Economics 2009 — 2009
Daniel Conway Daniel Conway's Merrill Lynch Experience 2001 - 2006
Job Senior Managing Director / Senior Vice President at Sterling National Bank (formerly Provident Bank New York)
Industry Banking
Experience
Sterling National Bank (formerly Provident Bank New York) February 2014 - Present
Fulton Bank of New Jersey February 2009 - February 2014
HSBC 2006 - 2009
Merrill Lynch 2001 - 2006
Skills
Commercial Banking, Commercial Lending, Banking, Credit, Credit Risk, Credit Analysis, Portfolio Management, Loans, Retail Banking, Small Business Lending, Asset Based Lending, Financial Analysis, Risk Management, Cash Management, Underwriting, Wealth Management, Capital Markets, Financial Risk, Loan Origination, Consumer Lending, Treasury Management, Mortgage Lending, Lines Of Credit, Financial Services, Relationship Management, Financial Structuring
Education
Fairleigh Dickinson University-College at Florham 1999 — 2001
Global Business Management
Ohio University 1995 — 1998
Finance, General
Sterling National Bank (formerly Provident Bank New York) February 2014 - Present
Fulton Bank of New Jersey February 2009 - February 2014
HSBC 2006 - 2009
Merrill Lynch 2001 - 2006
Skills
Commercial Banking, Commercial Lending, Banking, Credit, Credit Risk, Credit Analysis, Portfolio Management, Loans, Retail Banking, Small Business Lending, Asset Based Lending, Financial Analysis, Risk Management, Cash Management, Underwriting, Wealth Management, Capital Markets, Financial Risk, Loan Origination, Consumer Lending, Treasury Management, Mortgage Lending, Lines Of Credit, Financial Services, Relationship Management, Financial Structuring
Education
Fairleigh Dickinson University-College at Florham 1999 — 2001
Global Business Management
Ohio University 1995 — 1998
Finance, General
Philip Law Philip Law's Merrill Lynch Experience August 2011 - Present
Job Director at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2011 - Present
Morgan Stanley Private Bank, N.A. August 2010 - September 2011
Education
Oglethorpe University
Bachelor of Business Administration (BBA), Economics
Merrill Lynch August 2011 - Present
Morgan Stanley Private Bank, N.A. August 2010 - September 2011
Education
Oglethorpe University
Bachelor of Business Administration (BBA), Economics
Judy Nativio's Merrill Lynch Experience 2001 - 2013
Job Investment Representative at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2013 - Present
Merrill Lynch 2001 - 2013
Skills
Series 7, Retirement Planning, Investments, Equities, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Income, Portfolio Management, Retirement, Investment Strategies, Securities, Series 63 Series 65
Education
Ohio University
Raymond James Financial, Inc. May 2013 - Present
Merrill Lynch 2001 - 2013
Skills
Series 7, Retirement Planning, Investments, Equities, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Income, Portfolio Management, Retirement, Investment Strategies, Securities, Series 63 Series 65
Education
Ohio University
Mariah Marcum Mariah Marcum's Merrill Lynch Experience 2008 - 2012
Job Executive Assistant at Ohio Department of Insurance
Industry Marketing and Advertising
Experience
Ohio Department of Insurance April 2015 - Present
Kroger September 2013 - April 2015
Merrill Lynch 2008 - 2012
Florida Keys Aqueduct Authority June 2007 - August 2007
Skills
Project Management, Creativity, Customer Service, Salesforce.com, Outlook, PowerPoint, Sales, Microsoft Word, Databases, Spreadsheets, Financial Advisory, Leadership, Time Management, Management, Teamwork, Project Planning, Microsoft Office, Microsoft Excel, Social Media, Research, Team Building
Education
Ohio Valley University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Ohio University 2007 — 2007
Bachelor of Applied Science (BASc), Marketing
Ohio Department of Insurance April 2015 - Present
Kroger September 2013 - April 2015
Merrill Lynch 2008 - 2012
Florida Keys Aqueduct Authority June 2007 - August 2007
Skills
Project Management, Creativity, Customer Service, Salesforce.com, Outlook, PowerPoint, Sales, Microsoft Word, Databases, Spreadsheets, Financial Advisory, Leadership, Time Management, Management, Teamwork, Project Planning, Microsoft Office, Microsoft Excel, Social Media, Research, Team Building
Education
Ohio Valley University 2004 — 2008
Bachelor of Science (B.S.), Marketing
Ohio University 2007 — 2007
Bachelor of Applied Science (BASc), Marketing
Jeremy Badley's Merrill Lynch Experience July 2014 - September 2014
Job Project Analyst at Cardinal Health
Industry Information Technology and Services
Experience
Cardinal Health May 2015 - Present
Merrill Lynch July 2014 - September 2014
Scioto Country Club May 2013 - August 2013
UPS November 2011 - January 2012
The Ohio State University September 2006 - December 2010
Skills
Microsoft Excel, OneNote, Project Management, C#, Asset Allocation, Time Management, Accounting, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, SQL, Research, Visual Studio, Windows, Outlook, Finance, Social Media, SAP, Business Strategy, Project Planning, Public Speaking, Leadership, Social Networking
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (BBA), Management Information Systems, Finance Minor, Senior
Ohio University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Upper Arlington High School 2008 — 2011
Cardinal Health May 2015 - Present
Merrill Lynch July 2014 - September 2014
Scioto Country Club May 2013 - August 2013
UPS November 2011 - January 2012
The Ohio State University September 2006 - December 2010
Skills
Microsoft Excel, OneNote, Project Management, C#, Asset Allocation, Time Management, Accounting, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, SQL, Research, Visual Studio, Windows, Outlook, Finance, Social Media, SAP, Business Strategy, Project Planning, Public Speaking, Leadership, Social Networking
Education
Ohio University 2011 — 2015
Bachelor of Business Administration (BBA), Management Information Systems, Finance Minor, Senior
Ohio University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Upper Arlington High School 2008 — 2011
Elishia Trainer's Merrill Lynch Experience April 2007 - December 2007
Job Vice President of Sales and Business Development at Zen Enterprises, LLC
Industry Mental Health Care
Experience
Zen Enterprises, LLC July 2015 - Present
Zen Enterprises, LLC May 2014 - Present
Las Vegas Behavioral Health March 2013 - May 2015
ADP April 2012 - February 2013
MPi EDGE November 2008 - August 2009
Merrill Lynch April 2007 - December 2007
Skills
Large Scale Event..., Business Plan..., Lead Qualification, Cold Calling, Media Outreach, Team Building, Account Management..., Personal Financial..., Process Improvement, Production, Microsoft Office, Financial Modeling, Speech Writing, Writing, Editing, Retirement Planning, Community Engagement, Follow-up sales activity, Business Planning, Business Development, Event Planning, Small Business, Risk Management, Sales Process, Account Management, Analysis, Follow-up Sales Activity, B2B
Education
Occidental College 2004 — 2008
Bachelor of Arts (B.A.), Diplomacy and World Affairs
UNLV 2005 — 2007
Zen Enterprises, LLC July 2015 - Present
Zen Enterprises, LLC May 2014 - Present
Las Vegas Behavioral Health March 2013 - May 2015
ADP April 2012 - February 2013
MPi EDGE November 2008 - August 2009
Merrill Lynch April 2007 - December 2007
Skills
Large Scale Event..., Business Plan..., Lead Qualification, Cold Calling, Media Outreach, Team Building, Account Management..., Personal Financial..., Process Improvement, Production, Microsoft Office, Financial Modeling, Speech Writing, Writing, Editing, Retirement Planning, Community Engagement, Follow-up sales activity, Business Planning, Business Development, Event Planning, Small Business, Risk Management, Sales Process, Account Management, Analysis, Follow-up Sales Activity, B2B
Education
Occidental College 2004 — 2008
Bachelor of Arts (B.A.), Diplomacy and World Affairs
UNLV 2005 — 2007
Dan Schifer Dan Schifer's Merrill Lynch Experience July 2008 - September 2008
Job National Account Manager at Dyson
Industry Consumer Goods
Experience
Dyson May 2014 - Present
Dyson April 2012 - April 2014
Whirlpool Corporation September 2009 - April 2012
COMSTOR Outdoor, Ltd. September 2008 - September 2009
Community Storage and Properties, Ltd. September 2008 - September 2009
Merrill Lynch July 2008 - September 2008
Skills
Social Media Marketing, Integrated Marketing, Marketing, Brand Development, Account Management, Advertising, Sales, Forecasting, Leadership, Market Analysis, Management, Sales Management, Business Planning, Sales Operations
Education
Ohio Northern University 2005 — 2009
BSBA, International Business and Economics/French
Dyson May 2014 - Present
Dyson April 2012 - April 2014
Whirlpool Corporation September 2009 - April 2012
COMSTOR Outdoor, Ltd. September 2008 - September 2009
Community Storage and Properties, Ltd. September 2008 - September 2009
Merrill Lynch July 2008 - September 2008
Skills
Social Media Marketing, Integrated Marketing, Marketing, Brand Development, Account Management, Advertising, Sales, Forecasting, Leadership, Market Analysis, Management, Sales Management, Business Planning, Sales Operations
Education
Ohio Northern University 2005 — 2009
BSBA, International Business and Economics/French
Steve Lyon, CFP® Steve Lyon, CFP®'s Merrill Lynch Experience May 2010 - March 2011
Job Ultra High Net WorthRelationship Representative at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group April 2011 - Present
Merrill Lynch May 2010 - March 2011
Wachovia, A Wells Fargo Company December 2007 - April 2010
Bank of America- Global Wealth and Investment Management June 2000 - December 2007
Bank of America 1997 - 2000
Michaels Arts and Crafts 1991 - 1997
Skills
Retirement Planning, Strategic Financial..., Series 7, Series 63, Asset Allocation, Mutual Funds, Investments, Investment Strategies, Portfolio Management, Investment Advisory, Mortgage Lending, Retirement, 401k, Asset Management, Banking, CRM, Certified Financial..., Finance, Financial Advisory, Financial Analysis, Financial Planners, Relationship Management, Wealth Management..., Fixed Income, Insurance, Private Banking, Estate Planning, Equities, Investment Management, Wealth, Credit, Financial Planning, Financial Services, Strategy, IRAs, Credit Analysis, Management, Securities
Education
Oglethorpe University 2004 — 2006
Financial Planning
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration; Finance/Accounting
The Vanguard Group April 2011 - Present
Merrill Lynch May 2010 - March 2011
Wachovia, A Wells Fargo Company December 2007 - April 2010
Bank of America- Global Wealth and Investment Management June 2000 - December 2007
Bank of America 1997 - 2000
Michaels Arts and Crafts 1991 - 1997
Skills
Retirement Planning, Strategic Financial..., Series 7, Series 63, Asset Allocation, Mutual Funds, Investments, Investment Strategies, Portfolio Management, Investment Advisory, Mortgage Lending, Retirement, 401k, Asset Management, Banking, CRM, Certified Financial..., Finance, Financial Advisory, Financial Analysis, Financial Planners, Relationship Management, Wealth Management..., Fixed Income, Insurance, Private Banking, Estate Planning, Equities, Investment Management, Wealth, Credit, Financial Planning, Financial Services, Strategy, IRAs, Credit Analysis, Management, Securities
Education
Oglethorpe University 2004 — 2006
Financial Planning
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration; Finance/Accounting
Francis Jacobs III, CMFC's Merrill Lynch Experience February 2002 - August 2004
Job Western Director at Merion Capital
Industry Financial Services
Experience
Merion Capital May 2013 - Present
Gugenheim Investments April 2010 - October 2012
MainStay August 2008 - November 2009
Transamerica January 2006 - August 2008
Scudder Investments January 2005 - January 2006
Merrill Lynch February 2002 - August 2004
Lincoln Financial Distributors April 2000 - October 2001
Wilmington Trust August 1999 - April 2000
Merrill Lynch April 1994 - August 1999
ED & F Man October 1993 - April 1994
Skills
CRM, Management, Leadership, Mutual Funds, Series 7, Series 63, ETFs, Variable Annuities, Alternative Investments, Structured Products, Retirement Planning, Equities, Investment Strategies, Estate Planning, Retirement, Bonds, Wealth Management, Investment Advisory, Financial Advisory, Securities, Asset Management, Sales Operations, Investment Management, Hedge Funds, Strategic Financial..., Wealth, Retirement Plan..., Investments, IRAs, Asset Allocation, Insurance, Fixed Annuities, Financial Services, Life Insurance, Separately Managed..., Relationship Management, Fixed Income, Finance, 529 Plans, FINRA, Options, Portfolio Management, Sales, Wealth Management...
Education
Ohio Wesleyan University 1989 — 1993
BA, Economics Management
The Haverford Shool 1984 — 1989
Merion Capital May 2013 - Present
Gugenheim Investments April 2010 - October 2012
MainStay August 2008 - November 2009
Transamerica January 2006 - August 2008
Scudder Investments January 2005 - January 2006
Merrill Lynch February 2002 - August 2004
Lincoln Financial Distributors April 2000 - October 2001
Wilmington Trust August 1999 - April 2000
Merrill Lynch April 1994 - August 1999
ED & F Man October 1993 - April 1994
Skills
CRM, Management, Leadership, Mutual Funds, Series 7, Series 63, ETFs, Variable Annuities, Alternative Investments, Structured Products, Retirement Planning, Equities, Investment Strategies, Estate Planning, Retirement, Bonds, Wealth Management, Investment Advisory, Financial Advisory, Securities, Asset Management, Sales Operations, Investment Management, Hedge Funds, Strategic Financial..., Wealth, Retirement Plan..., Investments, IRAs, Asset Allocation, Insurance, Fixed Annuities, Financial Services, Life Insurance, Separately Managed..., Relationship Management, Fixed Income, Finance, 529 Plans, FINRA, Options, Portfolio Management, Sales, Wealth Management...
Education
Ohio Wesleyan University 1989 — 1993
BA, Economics Management
The Haverford Shool 1984 — 1989
Taylor Van Neste Taylor Van Neste's Merrill Lynch Experience June 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
TAYLOR PRODUCTS LLC February 2015 - June 2015
TechGROWTH Ohio January 2015 - May 2015
Homeside Financial May 2014 - August 2014
Ultrasound Deejays February 2009 - January 2014
Simonyi Business and Economic Development Center June 2013 - July 2013
Vector Marketing August 2011 - August 2011
Education
Ohio University 2011 — 2014
B.S.S Marketing, Management, and Communication, Entrepreneurship/Entrepreneurial Studies
Thomas S Wootton High School 2007 — 2011
Diploma
Merrill Lynch June 2015 - Present
TAYLOR PRODUCTS LLC February 2015 - June 2015
TechGROWTH Ohio January 2015 - May 2015
Homeside Financial May 2014 - August 2014
Ultrasound Deejays February 2009 - January 2014
Simonyi Business and Economic Development Center June 2013 - July 2013
Vector Marketing August 2011 - August 2011
Education
Ohio University 2011 — 2014
B.S.S Marketing, Management, and Communication, Entrepreneurship/Entrepreneurial Studies
Thomas S Wootton High School 2007 — 2011
Diploma
Stefan Pastor Stefan Pastor's Merrill Lynch Experience June 2008 - August 2008
Job Senior Associate at Colliers International
Industry Real Estate
Experience
Colliers International September 2011 - Present
Omni New York LLC June 2010 - August 2010
Ranch and Coast Investments June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Sales, Cold Calling Experience, Russian, Tenant Representation, Lease Negotiations, Event Management, Outlook, Marketing, Newsletter Production, Negotiation, Finance, Real Estate, Real Estate Development, Management, Property, Investment Properties
Education
Occidental College 2007 — 2011
Bachelors Degree, Economics with an Emphasis in Business Management
UCLA Extension 2013 — 2014
Business and Real Estate
Arts of St. Petersburg 2009 — 2009
Russian Studies
Francis Parker 2004 — 2007
Colliers International September 2011 - Present
Omni New York LLC June 2010 - August 2010
Ranch and Coast Investments June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Sales, Cold Calling Experience, Russian, Tenant Representation, Lease Negotiations, Event Management, Outlook, Marketing, Newsletter Production, Negotiation, Finance, Real Estate, Real Estate Development, Management, Property, Investment Properties
Education
Occidental College 2007 — 2011
Bachelors Degree, Economics with an Emphasis in Business Management
UCLA Extension 2013 — 2014
Business and Real Estate
Arts of St. Petersburg 2009 — 2009
Russian Studies
Francis Parker 2004 — 2007
Michael Plewik Michael Plewik's Merrill Lynch Experience February 2002 - February 2009
Job Financial Sales/Service Professional
Industry Financial Services
Experience
Albrige Wealth Reporting April 2014 - Present
Transamerica October 2011 - August 2012
Transamerica Retirement Services October 2011 - August 2012
ExpertPlan November 2010 - October 2011
Merrill Lynch February 2002 - February 2009
Merrill Lynch February 2002 - February 2009
Merrill Lynch Direct February 2002 - June 2002
First Union Securities January 2001 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 7, CRM, Portfolio Management, Strategy, Strategic Financial..., Insurance, 401k, Management, Training, Finance, ARPC, Series 63, Financial Services
Education
The College of New Jersey 1997 — 2000
Business Administration
Ocean County College 1995 — 1996
Business
Albrige Wealth Reporting April 2014 - Present
Transamerica October 2011 - August 2012
Transamerica Retirement Services October 2011 - August 2012
ExpertPlan November 2010 - October 2011
Merrill Lynch February 2002 - February 2009
Merrill Lynch February 2002 - February 2009
Merrill Lynch Direct February 2002 - June 2002
First Union Securities January 2001 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 7, CRM, Portfolio Management, Strategy, Strategic Financial..., Insurance, 401k, Management, Training, Finance, ARPC, Series 63, Financial Services
Education
The College of New Jersey 1997 — 2000
Business Administration
Ocean County College 1995 — 1996
Business
Matt Krohn Matt Krohn's Merrill Lynch Experience December 1994 - December 1999
Job First Vice President – Financial Advisor, International at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2008 - Present
UBS December 1999 - December 2008
Merrill Lynch December 1994 - December 1999
Kidder Peabody December 1990 - December 1994
Donaldson, Lufkin & Jenrette December 1988 - December 1990
Underwood, Neuhaus 1986 - 1988
CE Vetco Gray February 1978 - August 1986
Cameron Iron Works 1976 - 1979
Education
The University of Texas at Austin 1972 — 1973
Bachelor of Arts, Humanities
Ohio University 1973 — 1974
International Relations
Coronado High School 1962 — 1969
RBC Wealth Management May 2008 - Present
UBS December 1999 - December 2008
Merrill Lynch December 1994 - December 1999
Kidder Peabody December 1990 - December 1994
Donaldson, Lufkin & Jenrette December 1988 - December 1990
Underwood, Neuhaus 1986 - 1988
CE Vetco Gray February 1978 - August 1986
Cameron Iron Works 1976 - 1979
Education
The University of Texas at Austin 1972 — 1973
Bachelor of Arts, Humanities
Ohio University 1973 — 1974
International Relations
Coronado High School 1962 — 1969
Adam J. Arnett, MBA Adam J. Arnett, MBA's Merrill Lynch Experience April 2006 - January 2008
Job Sr. Financial Analyst | Risk Management Expertise | Credit Risk | Capital Standards | Commissioned Examiner
Industry Banking
Experience
Federal Reserve Board March 2015 - Present
Federal Housing Finance Agency May 2014 - March 2015
Federal Housing Finance Agency August 2013 - May 2014
FDIC November 2012 - July 2013
FDIC September 2008 - December 2012
Ohio Dominican University June 2007 - June 2008
Merrill Lynch April 2006 - January 2008
Ohio Dominican University August 2006 - May 2007
Ohio Dominican University August 2005 - May 2006
Skills
Risk Management, Banking, Financial Analysis, Finance, Public Speaking, Credit Analysis, Accounting, Analysis, Microsoft Office, Customer Service, Credit Risk, Financial Risk, Marketing, Leadership, Time Management, Golf
Education
Ohio Dominican University 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration, 3.4
Ohio Dominican University 2005 — 2007
BS, Finance, 3.8
Federal Reserve Board March 2015 - Present
Federal Housing Finance Agency May 2014 - March 2015
Federal Housing Finance Agency August 2013 - May 2014
FDIC November 2012 - July 2013
FDIC September 2008 - December 2012
Ohio Dominican University June 2007 - June 2008
Merrill Lynch April 2006 - January 2008
Ohio Dominican University August 2006 - May 2007
Ohio Dominican University August 2005 - May 2006
Skills
Risk Management, Banking, Financial Analysis, Finance, Public Speaking, Credit Analysis, Accounting, Analysis, Microsoft Office, Customer Service, Credit Risk, Financial Risk, Marketing, Leadership, Time Management, Golf
Education
Ohio Dominican University 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration, 3.4
Ohio Dominican University 2005 — 2007
BS, Finance, 3.8
Avis Chan Avis Chan's Merrill Lynch Experience May 2005 - August 2005
Job Senior Finance Analyst
Industry Semiconductors
Experience
Intel Corporation May 2008 - Present
Maersk Group June 2006 - May 2008
Merrill Lynch May 2005 - August 2005
Skills
CPA, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Reporting, Managerial Finance, Financial Modeling, Forecasting
Education
The Hong Kong University of Science and Technology 2010 — 2012
Master of Business Administration (M.B.A.)
The Chinese University of Hong Kong 2002 — 2006
Bachelor of Business Administration (B.B.A.), Professional Accountancy
Occidental College 2004 — 2005
Exchange Student, Psychology
Intel Corporation May 2008 - Present
Maersk Group June 2006 - May 2008
Merrill Lynch May 2005 - August 2005
Skills
CPA, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Reporting, Managerial Finance, Financial Modeling, Forecasting
Education
The Hong Kong University of Science and Technology 2010 — 2012
Master of Business Administration (M.B.A.)
The Chinese University of Hong Kong 2002 — 2006
Bachelor of Business Administration (B.B.A.), Professional Accountancy
Occidental College 2004 — 2005
Exchange Student, Psychology
Christopher Denholm's Merrill Lynch Experience 2002 - 2005
Job Partner at Objective Capital Management
Industry Investment Management
Experience
Objective Capital Management January 2011 - Present
Morgan Stanley 2007 - 2011
UBS Wealth Management 2005 - 2007
Merrill Lynch 2002 - 2005
Education
Ohio University 1997 — 2002
Walsh Jesuit High School 1993 — 1997
Objective Capital Management January 2011 - Present
Morgan Stanley 2007 - 2011
UBS Wealth Management 2005 - 2007
Merrill Lynch 2002 - 2005
Education
Ohio University 1997 — 2002
Walsh Jesuit High School 1993 — 1997
Jesse Lawrence Jesse Lawrence's Merrill Lynch Experience June 2011 - August 2011
Job Account Executive at Ohio Machine
Industry Sports
Experience
Ohio Machine February 2014 - Present
Columbus Crew January 2013 - January 2014
The Ohio Machine October 2012 - December 2012
Merrill Lynch June 2011 - August 2011
River Bend Golf and Country Club June 2009 - August 2011
Skills
Sales, Ticket Sales, Customer Service, Public Speaking, Sports, PowerPoint, Microsoft Office, Microsoft Excel, Sports Marketing, Sports Management, Windows, Research, Marketing, Social Media
Education
Ohio Wesleyan University 2008 — 2012
Economics Management
Ohio Machine February 2014 - Present
Columbus Crew January 2013 - January 2014
The Ohio Machine October 2012 - December 2012
Merrill Lynch June 2011 - August 2011
River Bend Golf and Country Club June 2009 - August 2011
Skills
Sales, Ticket Sales, Customer Service, Public Speaking, Sports, PowerPoint, Microsoft Office, Microsoft Excel, Sports Marketing, Sports Management, Windows, Research, Marketing, Social Media
Education
Ohio Wesleyan University 2008 — 2012
Economics Management
Bob Challinor's Merrill Lynch Experience January 1983 - March 1990
Job V.P. Business Development at Stephen Gould Corporation
Industry Packaging and Containers
Experience
Stephen Gould Corporation January 2003 - Present
Stephen Gould Corporation June 1996 - December 2002
Stephen Gould Corporation January 1991 - May 1996
Merrill Lynch January 1983 - March 1990
Skills
Retail Packaging, Packaging Engineering, Food Packaging, Manufacturing, Packaging, Supply Chain Management, Product Development, Account Management, Supply Chain, New Business Development
Education
Ohio University 1977 — 1981
Bachelor of Science (B.S.), Business Management -- Marketing
Stephen Gould Corporation January 2003 - Present
Stephen Gould Corporation June 1996 - December 2002
Stephen Gould Corporation January 1991 - May 1996
Merrill Lynch January 1983 - March 1990
Skills
Retail Packaging, Packaging Engineering, Food Packaging, Manufacturing, Packaging, Supply Chain Management, Product Development, Account Management, Supply Chain, New Business Development
Education
Ohio University 1977 — 1981
Bachelor of Science (B.S.), Business Management -- Marketing
Johnny Cromling's Merrill Lynch Experience April 1997 - Present
Job Sr Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1997 - Present
Skills
Business Analysis, Strategic Planning, Portfolio Management, Financial Analysis, Business Planning, Forecasting, Investments, Insurance, Retirement Planning, Strategic Financial...
Education
Oklahoma Christian University 1990 — 1993
Heritage Hall High School 1985 — 1989
Merrill Lynch April 1997 - Present
Skills
Business Analysis, Strategic Planning, Portfolio Management, Financial Analysis, Business Planning, Forecasting, Investments, Insurance, Retirement Planning, Strategic Financial...
Education
Oklahoma Christian University 1990 — 1993
Heritage Hall High School 1985 — 1989
Yemisi Adekuoye's Merrill Lynch Experience December 2014 - Present
Job Client Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch December 2014 - Present
Bank of America September 2006 - December 2014
Lowe's Home Improvement June 2003 - November 2008
Skills
Banking, Commercial Banking, Credit Cards, Mortgage Lending, Customer Service, Sales, Finance, Loans, Cash Handling Experience, Retail Banking
Education
Obafemi Awolowo University 1992 — 1997
economics
Federal Govt. Girls College, Sagamu 1985 — 1991
Corona Primary School, Ikoyi 1982 — 1985
ASB Romania '79-'82 1979 — 1982
Merrill Lynch December 2014 - Present
Bank of America September 2006 - December 2014
Lowe's Home Improvement June 2003 - November 2008
Skills
Banking, Commercial Banking, Credit Cards, Mortgage Lending, Customer Service, Sales, Finance, Loans, Cash Handling Experience, Retail Banking
Education
Obafemi Awolowo University 1992 — 1997
economics
Federal Govt. Girls College, Sagamu 1985 — 1991
Corona Primary School, Ikoyi 1982 — 1985
ASB Romania '79-'82 1979 — 1982
Fadi Farhan's Merrill Lynch Experience August 2007 - January 2009
Job Investment Representative at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth February 2009 - Present
Merrill Lynch August 2007 - January 2009
Education
The University of Chicago 2000 — 2002
MPP, Finance/Public Finance
Ohio University 1993 — 1997
BS, Chemistry
Barclays Wealth February 2009 - Present
Merrill Lynch August 2007 - January 2009
Education
The University of Chicago 2000 — 2002
MPP, Finance/Public Finance
Ohio University 1993 — 1997
BS, Chemistry
Noel Goodrich's Merrill Lynch Experience April 2010 - Present
Job Financial Adviser at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Merrill Lynch April 2010 - Present
Dimension Trading June 2009 - March 2010
New York Commodity Exchange 1986 - 2009
United/ICAP Energy, Executing Broker August 2005 - August 2006
New York Mercantile Exchange (NYMEX) February 1990 - August 2005
self employed February 1990 - August 2005
Professional Floor Services January 2000 - January 2005
New York Mercantile Exchange January 1991 - January 2000
Gold Futures pit on NYMEX (formerly COMEX). Institutional Brokerage Corporation January 1987 - January 1990
Education
Ohio Wesleyan University 1980 — 1984
Bachelor of Arts (B.A.), Economics Management/Accounting
Ohio Wesleyan University
BA, Economics
Merrill Lynch April 2010 - Present
Merrill Lynch April 2010 - Present
Dimension Trading June 2009 - March 2010
New York Commodity Exchange 1986 - 2009
United/ICAP Energy, Executing Broker August 2005 - August 2006
New York Mercantile Exchange (NYMEX) February 1990 - August 2005
self employed February 1990 - August 2005
Professional Floor Services January 2000 - January 2005
New York Mercantile Exchange January 1991 - January 2000
Gold Futures pit on NYMEX (formerly COMEX). Institutional Brokerage Corporation January 1987 - January 1990
Education
Ohio Wesleyan University 1980 — 1984
Bachelor of Arts (B.A.), Economics Management/Accounting
Ohio Wesleyan University
BA, Economics
John L. Maillard's Merrill Lynch Experience 1999 - 2000
Job Executive Digital Media Strategist, Visionary, Builder, and Leader
Industry Online Media
Experience
Elsevier February 2013 - Present
IMNG Medical Media March 2012 - February 2013
Harte-Hanks, Inc. August 2011 - January 2012
e-Healthcare Solutions February 2011 - August 2011
HCPLive December 2008 - February 2011
Intellisphere, LLC (MJH) July 2002 - September 2007
Cablevision (The Wiz) 2000 - 2002
SimStar 2000 - 2000
Merrill Lynch 1999 - 2000
Dental Learning Systems 1997 - 1999
Skills
Email Marketing, SEM, SEO, Account Management, Team Leadership, Content Development, Digital Marketing, Online Advertising, Marketing Strategy, Digital Media, Social Media, Mobile Marketing, Lead Generation, Advertising, Marketing, Strategy, Online Marketing, Direct Marketing, Social Media Marketing, B2B, Management, Integrated Marketing, Public Relations, Marketing Communications, Publishing, Strategic Partnerships, Content Management, CRM, Creative Direction, Blogging, New Media, Market Research, Analytics, Business Development, Entrepreneurship, Brand Management, Mobile Devices, New Business Development, Interactive Marketing, Digital Strategy, Web Analytics, Leadership, Media Planning, Product Development
Education
Rutgers University-New Brunswick 1993 — 1996
BA (2), English, Journalism/Mass Media
Ocean County College 1991 — 1993
Elsevier February 2013 - Present
IMNG Medical Media March 2012 - February 2013
Harte-Hanks, Inc. August 2011 - January 2012
e-Healthcare Solutions February 2011 - August 2011
HCPLive December 2008 - February 2011
Intellisphere, LLC (MJH) July 2002 - September 2007
Cablevision (The Wiz) 2000 - 2002
SimStar 2000 - 2000
Merrill Lynch 1999 - 2000
Dental Learning Systems 1997 - 1999
Skills
Email Marketing, SEM, SEO, Account Management, Team Leadership, Content Development, Digital Marketing, Online Advertising, Marketing Strategy, Digital Media, Social Media, Mobile Marketing, Lead Generation, Advertising, Marketing, Strategy, Online Marketing, Direct Marketing, Social Media Marketing, B2B, Management, Integrated Marketing, Public Relations, Marketing Communications, Publishing, Strategic Partnerships, Content Management, CRM, Creative Direction, Blogging, New Media, Market Research, Analytics, Business Development, Entrepreneurship, Brand Management, Mobile Devices, New Business Development, Interactive Marketing, Digital Strategy, Web Analytics, Leadership, Media Planning, Product Development
Education
Rutgers University-New Brunswick 1993 — 1996
BA (2), English, Journalism/Mass Media
Ocean County College 1991 — 1993
Edwin Feng, CFP®'s Merrill Lynch Experience November 2000 - April 2001
Job Citigold Market Manager/SVP Northern CA / Nevada at Citibank
Industry Banking
Experience
Citibank May 2012 - Present
Wells Fargo Bank June 2008 - May 2012
Wells Fargo Bank June 2005 - June 2008
Bank of America December 2003 - June 2005
Citibank June 2003 - December 2003
Scottrade April 2001 - May 2003
Merrill Lynch November 2000 - April 2001
Future Paging & Cellular Inc April 1999 - August 2000
Bank of Oakland August 1997 - April 1999
Skills
Retail Banking, Credit, Portfolio Management, Loans, Investments, Cross Selling, Private Banking, Mortgage Lending, Consumer Lending, Relationship Management, Wealth Management, Credit Cards, Loan Origination, Mortgage Banking, Series 63, Cold Calling, Lines Of Credit, Branch Banking, Asset Management, Banking, Training, Coaching, Series 7, AML, Branch Management, Investment Management, Risk Management, Series 24
Education
University of California, Berkeley
Designation, Personal Financial Planning
University of California, Los Angeles
Bachelor of Art, Business Economics w/ Minor in Accounting
Ohlone College
Citibank May 2012 - Present
Wells Fargo Bank June 2008 - May 2012
Wells Fargo Bank June 2005 - June 2008
Bank of America December 2003 - June 2005
Citibank June 2003 - December 2003
Scottrade April 2001 - May 2003
Merrill Lynch November 2000 - April 2001
Future Paging & Cellular Inc April 1999 - August 2000
Bank of Oakland August 1997 - April 1999
Skills
Retail Banking, Credit, Portfolio Management, Loans, Investments, Cross Selling, Private Banking, Mortgage Lending, Consumer Lending, Relationship Management, Wealth Management, Credit Cards, Loan Origination, Mortgage Banking, Series 63, Cold Calling, Lines Of Credit, Branch Banking, Asset Management, Banking, Training, Coaching, Series 7, AML, Branch Management, Investment Management, Risk Management, Series 24
Education
University of California, Berkeley
Designation, Personal Financial Planning
University of California, Los Angeles
Bachelor of Art, Business Economics w/ Minor in Accounting
Ohlone College
Jonathan Woods's Merrill Lynch Experience January 1995 - May 2001
Job Chief Investment Officer
Industry Financial Services
Experience
Woods Asset Management June 2015 - Present
Morgan Stanley May 2007 - May 2015
Soloman Smith Barney May 2001 - May 2007
Merrill Lynch January 1995 - May 2001
Lazard Asset Management 1986 - 1995
Skills
Asset Management, Equities, Series 7, Alternative Investments, Series 63, Retirement Planning, Capital Markets, Trading, Asset Allocation, Investments, Strategic Planning, Financial Analysis, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Portfolio Management, Bonds, Equity Research, Marketing Strategy, Educational Fundraising, Social Media Marketing, Youth Programs, Bloomberg, Financial Services, Investment Management, Options, Securities, Financial Modeling, Strategic Financial..., Trading Systems, Valuation, Investor Relations, Structured Products, Financial Advisory, Fund Of Funds, Due Diligence, Credit Analysis, Risk Management, Finance, Fixed Annuities, Structured Finance, Financial Structuring, Mergers & Acquisitions, Executive Management, Corporate Finance, Venture Capital, Emerging Markets, Economics, Banking
Education
Ohio Wesleyan University 1981 — 1985
The Brooks School 1979 — 1981
The Fessenden School 1977 — 1979
Derby Academy 1971 — 1977
Woods Asset Management June 2015 - Present
Morgan Stanley May 2007 - May 2015
Soloman Smith Barney May 2001 - May 2007
Merrill Lynch January 1995 - May 2001
Lazard Asset Management 1986 - 1995
Skills
Asset Management, Equities, Series 7, Alternative Investments, Series 63, Retirement Planning, Capital Markets, Trading, Asset Allocation, Investments, Strategic Planning, Financial Analysis, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Portfolio Management, Bonds, Equity Research, Marketing Strategy, Educational Fundraising, Social Media Marketing, Youth Programs, Bloomberg, Financial Services, Investment Management, Options, Securities, Financial Modeling, Strategic Financial..., Trading Systems, Valuation, Investor Relations, Structured Products, Financial Advisory, Fund Of Funds, Due Diligence, Credit Analysis, Risk Management, Finance, Fixed Annuities, Structured Finance, Financial Structuring, Mergers & Acquisitions, Executive Management, Corporate Finance, Venture Capital, Emerging Markets, Economics, Banking
Education
Ohio Wesleyan University 1981 — 1985
The Brooks School 1979 — 1981
The Fessenden School 1977 — 1979
Derby Academy 1971 — 1977
Joshua Goldman-Brown's Merrill Lynch Experience 2002 - 2003
Job Experienced Corporate and Financial Communications Professional
Industry Public Relations and Communications
Experience
-- March 2013 - Present
Kreab Gavin Anderson March 2006 - March 2013
MCI Asia Pacific 2003 - 2004
Merrill Lynch 2002 - 2003
Mercatela 2000 - 2001
MRO Software 1998 - 2000
Bechtel, Asia Pacific 1997 - 1999
EDS Group 1994 - 1997
Skills
Strategic Communications, Corporate Communications, Crisis Communications, Public Relations, Private Equity, Media Relations, Strategy, Business Development, Internal Communications, Marketing Communications, Newsletters, Press Releases, Corporate Social..., Leadership, Strategic Planning, Direct Marketing
Education
Oberlin College
Bachelor's, East Asian Studies
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)
Master's, International Relations
-- March 2013 - Present
Kreab Gavin Anderson March 2006 - March 2013
MCI Asia Pacific 2003 - 2004
Merrill Lynch 2002 - 2003
Mercatela 2000 - 2001
MRO Software 1998 - 2000
Bechtel, Asia Pacific 1997 - 1999
EDS Group 1994 - 1997
Skills
Strategic Communications, Corporate Communications, Crisis Communications, Public Relations, Private Equity, Media Relations, Strategy, Business Development, Internal Communications, Marketing Communications, Newsletters, Press Releases, Corporate Social..., Leadership, Strategic Planning, Direct Marketing
Education
Oberlin College
Bachelor's, East Asian Studies
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)
Master's, International Relations
Matt Gavin's Merrill Lynch Experience April 2006 - August 2010
Job COO Fixed Income Operations at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank August 2010 - Present
Merrill Lynch April 2006 - August 2010
Merrill Lynch August 1995 - April 1998
CHASE MANHATTAN BANK 1993 - 1995
Education
Ohio University 1989 — 1993
Barclays Investment Bank August 2010 - Present
Merrill Lynch April 2006 - August 2010
Merrill Lynch August 1995 - April 1998
CHASE MANHATTAN BANK 1993 - 1995
Education
Ohio University 1989 — 1993
Kerby Link's Merrill Lynch Experience August 2006 - October 2007
Job Mortgage Banking
Industry Financial Services
Experience
Vectra Bank Colorado November 2013 - Present
First California Mortgage Company May 2013 - November 2013
Pulte Mortgage June 2009 - March 2013
Vanguard January 2008 - May 2009
Merrill Lynch August 2006 - October 2007
Merrill Lynch July 2004 - August 2006
FedEx Express 2003 - 2006
American Skandia 2002 - 2004
Wells Fargo 2001 - 2002
Merrill Lynch 2000 - 2001
Skills
Process Improvement, Leadership, Sales, Management, Training
Education
Ohio University 1996 — 1997
Masters of Science, Sports Managment
Southern Illinois University, Carbondale 1991 — 1995
Bachelor of Science, Recreation
Vectra Bank Colorado November 2013 - Present
First California Mortgage Company May 2013 - November 2013
Pulte Mortgage June 2009 - March 2013
Vanguard January 2008 - May 2009
Merrill Lynch August 2006 - October 2007
Merrill Lynch July 2004 - August 2006
FedEx Express 2003 - 2006
American Skandia 2002 - 2004
Wells Fargo 2001 - 2002
Merrill Lynch 2000 - 2001
Skills
Process Improvement, Leadership, Sales, Management, Training
Education
Ohio University 1996 — 1997
Masters of Science, Sports Managment
Southern Illinois University, Carbondale 1991 — 1995
Bachelor of Science, Recreation
Justin Griffiths's Merrill Lynch Experience 2006 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2006 - Present
Merrill Lynch June 2005 - August 2006
Morgan Stanley 1999 - 2005
Education
Ohio Wesleyan University 1995 — 1999
Econ Management
Massapequa High School
Merrill Lynch 2006 - Present
Merrill Lynch June 2005 - August 2006
Morgan Stanley 1999 - 2005
Education
Ohio Wesleyan University 1995 — 1999
Econ Management
Massapequa High School
Jeff Gouhin, CRPC's Merrill Lynch Experience January 1997 - Present
Job Vice President, Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch January 1997 - Present
Skills
Wealth Management, Asset Management, Investment Strategies, Retirement Planning, Private Banking, Portfolio Management, Team Leadership
Education
Ohio University 1983 — 1987
Bachelor of Business Administration (BBA), Marketing
Merrill Lynch January 1997 - Present
Skills
Wealth Management, Asset Management, Investment Strategies, Retirement Planning, Private Banking, Portfolio Management, Team Leadership
Education
Ohio University 1983 — 1987
Bachelor of Business Administration (BBA), Marketing
Kyle Mielke's Merrill Lynch Experience November 1993 - March 1997
Job Lean Six Sigma Black Belt at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health October 2013 - Present
Cardinal Health September 2010 - October 2013
Cardinal Health August 2007 - September 2010
Great American Opportunities August 2005 - August 2007
MindLeaders January 2003 - April 2005
Mindleaders April 1997 - December 2002
Merrill Lynch November 1993 - March 1997
Southwestern Advantage June 1991 - September 1993
Skills
Account Management, Learning Management, Needs Analysis, E-Learning, Salesforce.com, Visio, SharePoint, Blended Learning, Sales Process, Sales, SME management, Solution Selling, SaaS, Enterprise Software, Training, Business Analysis
Education
Ohio University 1989 — 1993
Bachelor's Degree, Organizational Communication, General, 3.1 GPA
Cardinal Health October 2013 - Present
Cardinal Health September 2010 - October 2013
Cardinal Health August 2007 - September 2010
Great American Opportunities August 2005 - August 2007
MindLeaders January 2003 - April 2005
Mindleaders April 1997 - December 2002
Merrill Lynch November 1993 - March 1997
Southwestern Advantage June 1991 - September 1993
Skills
Account Management, Learning Management, Needs Analysis, E-Learning, Salesforce.com, Visio, SharePoint, Blended Learning, Sales Process, Sales, SME management, Solution Selling, SaaS, Enterprise Software, Training, Business Analysis
Education
Ohio University 1989 — 1993
Bachelor's Degree, Organizational Communication, General, 3.1 GPA
Dan Maidlow, JD's Merrill Lynch Experience 2009 - September 2012
Job Financial Advisor at Rehmann
Industry Investment Management
Experience
Rehmann September 2012 - Present
Merrill Lynch 2009 - September 2012
LandAmerica 1031 Exchange Services May 2004 - December 2008
Peregrine, Stime, Newman, Ritzman & Bruckner June 2001 - May 2004
Everest Group, LLC 1999 - 2001
Skills
Real Estate, Insurance, Investments, Risk Management, Strategic Planning, Estate Planning, Financial Analysis, Finance, Series 7, Contract Negotiation, Securities, Retirement Planning, Retirement, Asset Management, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Alternative Investments, Equities, Investment Management, Financial Advisory
Education
University of Toledo College of Law 1996 — 1999
Doctor of Law (J.D.), Law
Ohio University 1992 — 1996
B.S., Health Services Administration
Toledo St. John's Jesuit 1988 — 1992
Rehmann September 2012 - Present
Merrill Lynch 2009 - September 2012
LandAmerica 1031 Exchange Services May 2004 - December 2008
Peregrine, Stime, Newman, Ritzman & Bruckner June 2001 - May 2004
Everest Group, LLC 1999 - 2001
Skills
Real Estate, Insurance, Investments, Risk Management, Strategic Planning, Estate Planning, Financial Analysis, Finance, Series 7, Contract Negotiation, Securities, Retirement Planning, Retirement, Asset Management, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Alternative Investments, Equities, Investment Management, Financial Advisory
Education
University of Toledo College of Law 1996 — 1999
Doctor of Law (J.D.), Law
Ohio University 1992 — 1996
B.S., Health Services Administration
Toledo St. John's Jesuit 1988 — 1992
Dee Sanford (Watson)'s Merrill Lynch Experience April 1994 - June 1999
Job Financial Services Professional
Industry Financial Services
Experience
Mantor Watson Securities, Inc. August 1999 - June 2006
Merrill Lynch April 1994 - June 1999
First American National Bank February 1993 - March 1994
ACI Industries January 1992 - June 1993
Chase Manhattan Corporation December 1987 - December 1991
Ameritrust August 1983 - December 1987
Education
Ohio University 1979 — 1983
MBA, BSC, Finance, Organizational Communications
Mantor Watson Securities, Inc. August 1999 - June 2006
Merrill Lynch April 1994 - June 1999
First American National Bank February 1993 - March 1994
ACI Industries January 1992 - June 1993
Chase Manhattan Corporation December 1987 - December 1991
Ameritrust August 1983 - December 1987
Education
Ohio University 1979 — 1983
MBA, BSC, Finance, Organizational Communications
Susan Barber's Merrill Lynch Experience 1983 - 1985
Job Vice President of Operations and General Manager at SBANE (Smaller Business Association of New England)
Industry Marketing and Advertising
Experience
SBANE (Smaller Business Association of New England) July 2015 - Present
SBANE (Smaller Business Association of New England) July 2012 - July 2015
Marketing Strategies Now 2011 - August 2012
Tea Spree 2008 - 2011
Boardwalk Marketing Group, Inc. 2001 - 2007
Impole Corporation 1997 - 2001
Future Plastics, Inc. 1995 - 1997
PC Quote, Inc. 1985 - 1990
Merrill Lynch 1983 - 1985
Skills
Customer Relations, Advertising, Lead Generation, Email Marketing, Team Leadership, Leadership Development, Cross-functional Team..., Process Improvement, Resource Management, Corporate Communications, Investor Relations, Marketing Communications, Customer Focus, Public Speaking, Conflict Management, Customer Service, Leadership, CRM, Business Development, Start-ups, Copywriting, Sales, Strategy, Operations Management
Education
The Heller School for Social Policy and Management at Brandeis University 1992 — 1993
MMHS, Management
The University of Chicago Booth School of Business 1985 — 1988
MBA, Finance, Business Policy
Ohio University 1974 — 1978
BS, Education
Ohio University 1974 — 1977
BA, Psychology
Sarah Lawrence College 1972 — 1973
Psychology
Laurel School
SBANE (Smaller Business Association of New England) July 2015 - Present
SBANE (Smaller Business Association of New England) July 2012 - July 2015
Marketing Strategies Now 2011 - August 2012
Tea Spree 2008 - 2011
Boardwalk Marketing Group, Inc. 2001 - 2007
Impole Corporation 1997 - 2001
Future Plastics, Inc. 1995 - 1997
PC Quote, Inc. 1985 - 1990
Merrill Lynch 1983 - 1985
Skills
Customer Relations, Advertising, Lead Generation, Email Marketing, Team Leadership, Leadership Development, Cross-functional Team..., Process Improvement, Resource Management, Corporate Communications, Investor Relations, Marketing Communications, Customer Focus, Public Speaking, Conflict Management, Customer Service, Leadership, CRM, Business Development, Start-ups, Copywriting, Sales, Strategy, Operations Management
Education
The Heller School for Social Policy and Management at Brandeis University 1992 — 1993
MMHS, Management
The University of Chicago Booth School of Business 1985 — 1988
MBA, Finance, Business Policy
Ohio University 1974 — 1978
BS, Education
Ohio University 1974 — 1977
BA, Psychology
Sarah Lawrence College 1972 — 1973
Psychology
Laurel School
Barbara Fallon's Merrill Lynch Experience April 1998 - July 2001
Job
Industry Information Technology and Services
Experience
Citigroup April 2008 - June 2015
BST America, LLC September 2007 - March 2008
E*TRADE Financial July 2001 - September 2007
Merrill Lynch April 1998 - July 2001
Union Bank of Switzerland 1994 - 1998
Skills
Vendor Management, Sybase, Risk Management, Equities, Financial Services, Derivatives, Outsourcing, Order Management, Portfolio Management, Business Process, Procurement, Negotiation
Education
Ohio University
Bachelor's Degree
Ohio Wesleyan University
Citigroup April 2008 - June 2015
BST America, LLC September 2007 - March 2008
E*TRADE Financial July 2001 - September 2007
Merrill Lynch April 1998 - July 2001
Union Bank of Switzerland 1994 - 1998
Skills
Vendor Management, Sybase, Risk Management, Equities, Financial Services, Derivatives, Outsourcing, Order Management, Portfolio Management, Business Process, Procurement, Negotiation
Education
Ohio University
Bachelor's Degree
Ohio Wesleyan University
Faisal Butt, CFA FRM's Merrill Lynch Experience 1997 - 1997
Job Research Analyst
Industry Financial Services
Experience
Columbia Management August 2005 - Present
Key Banc Capital Markets January 2004 - July 2005
Federal Reserve Bank of Cleveland June 2001 - December 2003
Merrill Lynch 1997 - 1997
Education
Ohio Wesleyan University 1997 — 2001
Columbia Management August 2005 - Present
Key Banc Capital Markets January 2004 - July 2005
Federal Reserve Bank of Cleveland June 2001 - December 2003
Merrill Lynch 1997 - 1997
Education
Ohio Wesleyan University 1997 — 2001
Joel Hinderliter's Merrill Lynch Experience 1996 - 2001
Job Technology Consultant at Heapy Engineering
Industry Information Technology and Services
Experience
Heapy Engineering July 2013 - Present
LantroVision NA February 2012 - April 2013
Total Site Solutions March 2004 - January 2012
Communications Project Management, Inc. January 2002 - February 2004
Merrill Lynch 1996 - 2001
CS Technology 1994 - 1996
Micrognosis, Inc. 1985 - 1994
United Technologies (Hamilton Standard) 1983 - 1985
United Technologies (Hamilton Standard) 1983 - 1985
IGA 1977 - 1980
Skills
Account Management, Cabling, Consulting, Contract Management, Contract Negotiation, Cross-functional Team..., Data Center, Disaster Recovery, Engineering, Fiber Optics, IT Management, IT Strategy, ITIL, Infrastructure, Infrastructure..., Integration, Optical Fiber, Power Distribution, Program Management, Project Management, Project Planning, Telecommunications, Process Improvement, Testing, Business Development, Project Portfolio..., Troubleshooting, Management, Business Analysis, MS Project, Managed Services, VoIP, SDLC, Service Delivery, Strategic Planning, Solution Selling, New Business Development, Vendor Management, Business Continuity, Team Leadership, PMO, Wireless, Team Building, Security
Education
Ohio Northern University 1979 — 1983
BS, Electrical Engineering
Ada High School
Heapy Engineering July 2013 - Present
LantroVision NA February 2012 - April 2013
Total Site Solutions March 2004 - January 2012
Communications Project Management, Inc. January 2002 - February 2004
Merrill Lynch 1996 - 2001
CS Technology 1994 - 1996
Micrognosis, Inc. 1985 - 1994
United Technologies (Hamilton Standard) 1983 - 1985
United Technologies (Hamilton Standard) 1983 - 1985
IGA 1977 - 1980
Skills
Account Management, Cabling, Consulting, Contract Management, Contract Negotiation, Cross-functional Team..., Data Center, Disaster Recovery, Engineering, Fiber Optics, IT Management, IT Strategy, ITIL, Infrastructure, Infrastructure..., Integration, Optical Fiber, Power Distribution, Program Management, Project Management, Project Planning, Telecommunications, Process Improvement, Testing, Business Development, Project Portfolio..., Troubleshooting, Management, Business Analysis, MS Project, Managed Services, VoIP, SDLC, Service Delivery, Strategic Planning, Solution Selling, New Business Development, Vendor Management, Business Continuity, Team Leadership, PMO, Wireless, Team Building, Security
Education
Ohio Northern University 1979 — 1983
BS, Electrical Engineering
Ada High School
Brad Tinfow's Merrill Lynch Experience November 1987 - August 1996
Job Applications Support Analyst at ISO
Industry Information Technology and Services
Experience
Verisk Insurance Solutions March 2012 - Present
ISO January 2011 - March 2012
Verizon Wireless June 2008 - January 2011
Systematic Software Solutions, Inc. June 2007 - May 2008
Prudential Financial August 1996 - May 2007
Merrill Lynch November 1987 - August 1996
Skills
DB2, z/OS COBOL, CICS, Visual Basic, ASP, JavaScript, C#, Requirements Analysis, SDLC, Microsoft SQL Server, Mainframe, COBOL, JCL, Visio, ASP.NET, Systems Analysis, Databases, XML, Leadership, VSAM, Programming, Requirements Gathering, Sybase
Education
Chubb Institute for Computer Technology 1984 — 1985
Diploma, Computer Programming
University of Illinois at Urbana-Champaign 1978 — 1980
M.M., Piano Performance
Oberlin College 1974 — 1977
B.A., Music
Verisk Insurance Solutions March 2012 - Present
ISO January 2011 - March 2012
Verizon Wireless June 2008 - January 2011
Systematic Software Solutions, Inc. June 2007 - May 2008
Prudential Financial August 1996 - May 2007
Merrill Lynch November 1987 - August 1996
Skills
DB2, z/OS COBOL, CICS, Visual Basic, ASP, JavaScript, C#, Requirements Analysis, SDLC, Microsoft SQL Server, Mainframe, COBOL, JCL, Visio, ASP.NET, Systems Analysis, Databases, XML, Leadership, VSAM, Programming, Requirements Gathering, Sybase
Education
Chubb Institute for Computer Technology 1984 — 1985
Diploma, Computer Programming
University of Illinois at Urbana-Champaign 1978 — 1980
M.M., Piano Performance
Oberlin College 1974 — 1977
B.A., Music
Brad Wadsworth's Merrill Lynch Experience July 2004 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2004 - Present
Lincoln Financial Advisors May 2002 - July 2004
Education
Ohio Wesleyan University 1997 — 2001
Merrill Lynch July 2004 - Present
Lincoln Financial Advisors May 2002 - July 2004
Education
Ohio Wesleyan University 1997 — 2001
Khurram Rumi Shahzad's Merrill Lynch Experience August 1996 - May 2005
Job Managing Director at New Hope Partners LLC
Industry Hospitality
Experience
New Hope Partners LLC January 2011 - Present
Fidelity Investments May 2005 - May 2010
Merrill Lynch August 1996 - May 2005
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance & Policy Studies
Ohio Wesleyan University 1989 — 1993
BA, Economics and Accounting
New Hope Partners LLC January 2011 - Present
Fidelity Investments May 2005 - May 2010
Merrill Lynch August 1996 - May 2005
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Finance & Policy Studies
Ohio Wesleyan University 1989 — 1993
BA, Economics and Accounting
Sumner Putnam's Merrill Lynch Experience July 2000 - January 2004
Job Vice President at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle July 2007 - Present
AccessIT February 2004 - June 2007
Merrill Lynch July 2000 - January 2004
Skills
Tenant Representation, Location Intelligence, Corporate Real Estate, Disposition, Leases, Tenant, Real Estate Development, Real Estate Economics, Real Estate, Lease Negotiations, Transaction Management, Real Estate Transactions, Lease Administration, Acquisitions, Asset Management, Brokerage, Business Development, Commercial Leasing, Commercial Real Estate, Contract Negotiation, Direct Sales, Due Diligence, Entitlements, Feasibility Studies, Investment Properties, Investments, Land Acquisition, Marketing, Property Management, Real Estate Financing, Shopping Centers, Valuation
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), History
Salisbury School 1992 — 1996
Jones Lang LaSalle July 2007 - Present
AccessIT February 2004 - June 2007
Merrill Lynch July 2000 - January 2004
Skills
Tenant Representation, Location Intelligence, Corporate Real Estate, Disposition, Leases, Tenant, Real Estate Development, Real Estate Economics, Real Estate, Lease Negotiations, Transaction Management, Real Estate Transactions, Lease Administration, Acquisitions, Asset Management, Brokerage, Business Development, Commercial Leasing, Commercial Real Estate, Contract Negotiation, Direct Sales, Due Diligence, Entitlements, Feasibility Studies, Investment Properties, Investments, Land Acquisition, Marketing, Property Management, Real Estate Financing, Shopping Centers, Valuation
Education
Ohio Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), History
Salisbury School 1992 — 1996
Edward Crook's Merrill Lynch Experience April 1996 - June 1999
Job Head of Acquisition Finance, Americas at Natixis
Industry Investment Banking
Experience
Natixis January 2012 - Present
Standard Chartered Bank January 2009 - July 2011
Citigroup/Salomon Smith Barney June 1999 - June 2008
Merrill Lynch April 1996 - June 1999
Chase Capital; Chase Capital Asia May 1992 - April 1996
The Chase Manhattan Bank August 1979 - May 1992
Skills
Financial Structuring, Leveraged Finance, Emerging Markets, Mergers & Acquisitions, Investment Banking, Capital Markets, Hedge Funds, Management, Corporate Finance, Syndications, Finance, Valuation, Fixed Income, Private Equity, Structured Finance
Education
Johns Hopkins University School of Advanced International Studies
Master of Arts (M.A.), China Studies, U.S. Foreign Policy, Economics, Chinese, 3.8 GPA
Ohio Wesleyan University
Bachelor of Arts (B.A.), Dual Major: History; International Relations/Asian Studies, 3.8 GPA
University of Aberdeen
Foreign Policy; Asian and African history; Economics
Natixis January 2012 - Present
Standard Chartered Bank January 2009 - July 2011
Citigroup/Salomon Smith Barney June 1999 - June 2008
Merrill Lynch April 1996 - June 1999
Chase Capital; Chase Capital Asia May 1992 - April 1996
The Chase Manhattan Bank August 1979 - May 1992
Skills
Financial Structuring, Leveraged Finance, Emerging Markets, Mergers & Acquisitions, Investment Banking, Capital Markets, Hedge Funds, Management, Corporate Finance, Syndications, Finance, Valuation, Fixed Income, Private Equity, Structured Finance
Education
Johns Hopkins University School of Advanced International Studies
Master of Arts (M.A.), China Studies, U.S. Foreign Policy, Economics, Chinese, 3.8 GPA
Ohio Wesleyan University
Bachelor of Arts (B.A.), Dual Major: History; International Relations/Asian Studies, 3.8 GPA
University of Aberdeen
Foreign Policy; Asian and African history; Economics
Debra Staton's Merrill Lynch Experience September 2010 - Present
Job First Vice PresidentInvestments
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Smith Barney July 1977 - September 2010
Education
Ohio University 1972 — 1976
Merrill Lynch September 2010 - Present
Smith Barney July 1977 - September 2010
Education
Ohio University 1972 — 1976
Nicola Pariseau's Merrill Lynch Experience May 2008 - February 2009
Job Wealth Management Specialist, Registered Marketing and Client Relationship Associate at Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. September 2013 - Present
Raymond James September 2009 - August 2013
Merrill Lynch May 2008 - February 2009
Morgan Stanley April 2007 - January 2008
G-Works August 1999 - July 2006
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Retirement Planning, Strategic Planning, Investment Advisory, CRM, Marketing, Market Research and..., Social Media Marketing, Analysis, Financial Services, Asset Allocation, Investment Strategies, Public Relations, Presentations
Education
Oakland University
Business Marketing
Raymond James Financial Inc. September 2013 - Present
Raymond James September 2009 - August 2013
Merrill Lynch May 2008 - February 2009
Morgan Stanley April 2007 - January 2008
G-Works August 1999 - July 2006
Skills
Strategic Financial..., Financial Advisory, Wealth Management, Retirement Planning, Strategic Planning, Investment Advisory, CRM, Marketing, Market Research and..., Social Media Marketing, Analysis, Financial Services, Asset Allocation, Investment Strategies, Public Relations, Presentations
Education
Oakland University
Business Marketing
Steve Huber Jr, CFA's Merrill Lynch Experience August 2005 - June 2008
Job Enterprise Risk Manager, VP at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank April 2014 - Present
Huntington National Bank September 2012 - April 2014
Huntington National Bank August 2009 - September 2012
Huntington National Bank June 2008 - August 2009
Merrill Lynch August 2005 - June 2008
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Credit, Banking, Strategic Planning, Strategy, Commercial Banking, Stra, Finance, Financial Modeling, Corporate Finance, Risk Management, Commercial Lending, Treasury Management, Loans, Due Diligence, Credit Risk, Capital Markets, Wealth Management, Investments, Financial Services, Financial Risk, Valuation
Education
Ohio University 2001 — 2005
BA, Economics
Thomas Worthington High School 1998 — 2001
Huntington National Bank April 2014 - Present
Huntington National Bank September 2012 - April 2014
Huntington National Bank August 2009 - September 2012
Huntington National Bank June 2008 - August 2009
Merrill Lynch August 2005 - June 2008
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Credit, Banking, Strategic Planning, Strategy, Commercial Banking, Stra, Finance, Financial Modeling, Corporate Finance, Risk Management, Commercial Lending, Treasury Management, Loans, Due Diligence, Credit Risk, Capital Markets, Wealth Management, Investments, Financial Services, Financial Risk, Valuation
Education
Ohio University 2001 — 2005
BA, Economics
Thomas Worthington High School 1998 — 2001
Nadia Shayhet's Merrill Lynch Experience May 2008 - October 2008
Job Senior Programmer Analyst at EmblemHealth
Industry Financial Services
Experience
EmblemHealth October 2010 - Present
Prudential Securities December 2008 - October 2010
UBS Wealth Management October 2008 - December 2008
Merrill Lynch May 2008 - October 2008
Morgan Stanley August 2003 - March 2008
Lehman Brothers 2001 - 2003
Skills
Intertest, Syncsort, VSAM, CICS, TSO, JCL, DB2, Mainframe, SDLC, SQL, COBOL, Data Warehousing, Sybase, Autosys, Visio, Crystal Reports, XML, QMF, PL/SQL, SPUFI
Education
Odessa National 'I.I. Mecnikov' University 1976 — 1981
MS/BA, Applied Mathematics, Information Technology
EmblemHealth October 2010 - Present
Prudential Securities December 2008 - October 2010
UBS Wealth Management October 2008 - December 2008
Merrill Lynch May 2008 - October 2008
Morgan Stanley August 2003 - March 2008
Lehman Brothers 2001 - 2003
Skills
Intertest, Syncsort, VSAM, CICS, TSO, JCL, DB2, Mainframe, SDLC, SQL, COBOL, Data Warehousing, Sybase, Autosys, Visio, Crystal Reports, XML, QMF, PL/SQL, SPUFI
Education
Odessa National 'I.I. Mecnikov' University 1976 — 1981
MS/BA, Applied Mathematics, Information Technology
Nancy Comune's Merrill Lynch Experience 1991 - 1998
Job Director Prudential Retirement Technology
Industry Information Technology and Services
Experience
Prudential Financial April 2011 - Present
Prudential Financial - Retirement Division January 2010 - Present
Prudential Financial December 1998 - Present
Merrill Lynch 1991 - 1998
Continental Insurance 1981 - 1985
Skills
Mutual Funds, Insurance, Risk Management, Program Management, Visio, PMP, SharePoint
Education
University of Hartford 2007 — 2007
Certification, Leadership Development
Computer Programming - Continental Insurance 1981 — 1981
Certification, Computer Programming
Ocean County College 1979 — 1981
Associates, Computer Science
Prudential Financial April 2011 - Present
Prudential Financial - Retirement Division January 2010 - Present
Prudential Financial December 1998 - Present
Merrill Lynch 1991 - 1998
Continental Insurance 1981 - 1985
Skills
Mutual Funds, Insurance, Risk Management, Program Management, Visio, PMP, SharePoint
Education
University of Hartford 2007 — 2007
Certification, Leadership Development
Computer Programming - Continental Insurance 1981 — 1981
Certification, Computer Programming
Ocean County College 1979 — 1981
Associates, Computer Science
Kerry McDevitt's Merrill Lynch Experience 1990 - 2000
Job Sales at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors 2008 - Present
A.G. Edwards 2000 - 2003
Merrill Lynch 1990 - 2000
Skills
First Time Home Buyers, Short Sales, Condos, Single Family Homes, Investment Properties, Foreclosures, Residential Homes, Marketing Strategy, New Business Development, Social Media Marketing, Strategic Planning, Marketing Communications, Multi-channel Marketing
Education
Ohio Wesleyan University 1981 — 1985
Bachelor of Arts (BA), History / Economics
Westfield (NJ) High School 1978 — 1981
Weichert Realtors 2008 - Present
A.G. Edwards 2000 - 2003
Merrill Lynch 1990 - 2000
Skills
First Time Home Buyers, Short Sales, Condos, Single Family Homes, Investment Properties, Foreclosures, Residential Homes, Marketing Strategy, New Business Development, Social Media Marketing, Strategic Planning, Marketing Communications, Multi-channel Marketing
Education
Ohio Wesleyan University 1981 — 1985
Bachelor of Arts (BA), History / Economics
Westfield (NJ) High School 1978 — 1981
Kerry Orra's Merrill Lynch Experience March 2010 - September 2011
Job Stylist at Trunk Club
Industry Consumer Services
Experience
Trunk Club June 2013 - Present
Groupon June 2012 - June 2013
Casall Sport AB January 2012 - August 2012
Merrill Lynch March 2010 - September 2011
Sedgwick's Bar & Grille January 2008 - March 2010
Cbeyond August 2005 - November 2007
Skills
Customer Service, Process Scheduler, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Office Management, Administrative..., Event Planning, Data Entry, Inventory Management, QuickBooks, Budget, Sales, People management, Financial Management, Strong business..., Highly organized, Positive Team Player, Motivated self-starter, Management, Budgets, Project Management, Salesforce.com, Marketing, Social Media Marketing, Social Media, Account Management, Marketing Strategy
Education
Ohio University 2000 — 2004
Bachelor of Human and Consumer Science, Retail Merchandising
Trunk Club June 2013 - Present
Groupon June 2012 - June 2013
Casall Sport AB January 2012 - August 2012
Merrill Lynch March 2010 - September 2011
Sedgwick's Bar & Grille January 2008 - March 2010
Cbeyond August 2005 - November 2007
Skills
Customer Service, Process Scheduler, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Office Management, Administrative..., Event Planning, Data Entry, Inventory Management, QuickBooks, Budget, Sales, People management, Financial Management, Strong business..., Highly organized, Positive Team Player, Motivated self-starter, Management, Budgets, Project Management, Salesforce.com, Marketing, Social Media Marketing, Social Media, Account Management, Marketing Strategy
Education
Ohio University 2000 — 2004
Bachelor of Human and Consumer Science, Retail Merchandising
Mark Prentiss's Merrill Lynch Experience 1993 - 1998
Job Managing Member at CND Capital Management, LLC
Industry Financial Services
Experience
CND Capital Management, LLC Portfolio ManagerCaxton Associates1991 - 2001
Merrill Lynch 1993 - 1998
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance, Statistics
Oberlin College 1975 — 1979
B. Music, Trumpet, Music History
CND Capital Management, LLC Portfolio ManagerCaxton Associates1991 - 2001
Merrill Lynch 1993 - 1998
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance, Statistics
Oberlin College 1975 — 1979
B. Music, Trumpet, Music History
Joseph Wechsler's Merrill Lynch Experience 2009 - 2009
Job Consulting Manager at Knowledge Capital Group
Industry Management Consulting
Experience
Knowledge Capital Group July 2015 - Present
PwC August 2014 - July 2015
The Hackett Group 2011 - August 2014
Booz Allen Hamilton 2010 - 2011
Fisher Professional Services 2009 - 2010
Merrill Lynch 2009 - 2009
Kulkarni Construction and Development Group January 2006 - August 2008
ICEHOTEL December 2005 - 2008
Wernert Construction Management August 2004 - December 2005
Phi Delta Theta 2003 - 2004
Skills
Strategic Planning, Corporate Management, Leadership Development, Global Business..., International Business, Management Consulting, Finance, Strategy, Capital Budgeting, Management, Start-ups, Governance, Project Management, Change Management, Entrepreneurship, Consulting, Business Development, Business Process, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA, Strategy and Internationalization
SDA Bocconi 2009 — 2009
MBA, Strategy and Internationalization
Ohio Wesleyan University 1999 — 2003
BA, Economics Management, Spanish
Knowledge Capital Group July 2015 - Present
PwC August 2014 - July 2015
The Hackett Group 2011 - August 2014
Booz Allen Hamilton 2010 - 2011
Fisher Professional Services 2009 - 2010
Merrill Lynch 2009 - 2009
Kulkarni Construction and Development Group January 2006 - August 2008
ICEHOTEL December 2005 - 2008
Wernert Construction Management August 2004 - December 2005
Phi Delta Theta 2003 - 2004
Skills
Strategic Planning, Corporate Management, Leadership Development, Global Business..., International Business, Management Consulting, Finance, Strategy, Capital Budgeting, Management, Start-ups, Governance, Project Management, Change Management, Entrepreneurship, Consulting, Business Development, Business Process, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA, Strategy and Internationalization
SDA Bocconi 2009 — 2009
MBA, Strategy and Internationalization
Ohio Wesleyan University 1999 — 2003
BA, Economics Management, Spanish
Thomas Stott's Merrill Lynch Experience 2002 - 2005
Job Senior Vice President at Wheels Up
Industry Aviation & Aerospace
Experience
I.A. Englander & Co. April 2013 - April 2014
Wheels Up 2013 - 2014
Dash Financial 2012 - February 2013
Knight Direct LLC March 2011 - June 2012
JMH Consulting 2009 - March 2011
Merlin Securities June 2008 - July 2009
Patrina Corporation 2006 - 2007
Merrill Lynch 2002 - 2005
Skills
Trading, Prime Brokerage, Institutional, FINRA, Sell Side, Algorithms, DMA, FIX, Business Development, Direct Market Access, Series 7, Electronic Trading, Equity Trading, Trading Systems, Hedge Funds, Relationship Management, emerging managers, Family Office, Fund Of Funds, Separately Managed...
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts (B.A.), Economic/History
Salisbury Prep 1987 — 1990
High School
I.A. Englander & Co. April 2013 - April 2014
Wheels Up 2013 - 2014
Dash Financial 2012 - February 2013
Knight Direct LLC March 2011 - June 2012
JMH Consulting 2009 - March 2011
Merlin Securities June 2008 - July 2009
Patrina Corporation 2006 - 2007
Merrill Lynch 2002 - 2005
Skills
Trading, Prime Brokerage, Institutional, FINRA, Sell Side, Algorithms, DMA, FIX, Business Development, Direct Market Access, Series 7, Electronic Trading, Equity Trading, Trading Systems, Hedge Funds, Relationship Management, emerging managers, Family Office, Fund Of Funds, Separately Managed...
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts (B.A.), Economic/History
Salisbury Prep 1987 — 1990
High School
Craig Profusek's Merrill Lynch Experience May 2005 - September 2006
Job Product Analyst at UBS Investment Bank (AIS)
Industry Financial Services
Experience
UBS Investment Bank September 2008 - Present
BMO Capital Markets 2006 - 2008
Merrill Lynch May 2005 - September 2006
CompHealth February 2004 - March 2005
Icon International September 2001 - February 2004
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics
Boardman High School 1993 — 1997
UBS Investment Bank September 2008 - Present
BMO Capital Markets 2006 - 2008
Merrill Lynch May 2005 - September 2006
CompHealth February 2004 - March 2005
Icon International September 2001 - February 2004
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics
Boardman High School 1993 — 1997
Patrick Riepenhoff, CFP®'s Merrill Lynch Experience May 2001 - February 2003
Job Vice President, Sr. Financial Advisor at The Huntington Investment Co.
Industry Financial Services
Experience
The Huntington Investment Co. July 2009 - Present
National City February 2003 - June 2009
Merrill Lynch May 2001 - February 2003
Skills
Series 7, Wealth Management
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics Management and Accounting
The Huntington Investment Co. July 2009 - Present
National City February 2003 - June 2009
Merrill Lynch May 2001 - February 2003
Skills
Series 7, Wealth Management
Education
Ohio Wesleyan University 1997 — 2001
BA, Economics Management and Accounting
Kenneth Bennett's Merrill Lynch Experience June 1983 - February 1985
Job Certified Financial Planner
Industry Financial Services
Experience
Self-Employed October 1987 - Present
Travelers Life & Annuity February 1985 - October 1987
Merrill Lynch June 1983 - February 1985
Skills
Customer Service, Marketing, Microsoft Excel, Microsoft Office, Social Media, Underwriting, Account Management, Management, Sales Management, Strategic Planning, Event Planning, PowerPoint, New Business Development, Negotiation, Public Speaking, Sales, Leadership, Marketing Strategy
Education
Ohio Wesleyan University 1979 — 1983
B.A., Economics, Sociology
Chs
Chs
Self-Employed October 1987 - Present
Travelers Life & Annuity February 1985 - October 1987
Merrill Lynch June 1983 - February 1985
Skills
Customer Service, Marketing, Microsoft Excel, Microsoft Office, Social Media, Underwriting, Account Management, Management, Sales Management, Strategic Planning, Event Planning, PowerPoint, New Business Development, Negotiation, Public Speaking, Sales, Leadership, Marketing Strategy
Education
Ohio Wesleyan University 1979 — 1983
B.A., Economics, Sociology
Chs
Chs
Esther Munch's Merrill Lynch Experience July 2008 - November 2009
Job Director of Development & Marketing at Harmony House Family Violence Prevention Center
Industry Nonprofit Organization Management
Experience
Harmony House Family Violence Prevention Center February 2014 - Present
Wells Fargo Advisors, LLC November 2009 - February 2014
Merrill Lynch July 2008 - November 2009
Citizens Memorial Healthcare September 2003 - March 2008
Talent for Senate August 2001 - August 2003
Skills
Process Improvement, Investment Properties
Education
Oklahoma Baptist University 1997 — 2001
Political Science/PR
Harmony House Family Violence Prevention Center February 2014 - Present
Wells Fargo Advisors, LLC November 2009 - February 2014
Merrill Lynch July 2008 - November 2009
Citizens Memorial Healthcare September 2003 - March 2008
Talent for Senate August 2001 - August 2003
Skills
Process Improvement, Investment Properties
Education
Oklahoma Baptist University 1997 — 2001
Political Science/PR
Thomas DeBrango's Merrill Lynch Experience November 2008 - May 2009
Job QUALITY ASSURANCE PROFESSIONAL
Industry Computer Software
Experience
Hancock Bank October 2011 - April 2012
Bank of America/Merrill Lynch July 2009 - June 2011
Merrill Lynch November 2008 - May 2009
Merrill Lynch January 2001 - May 2008
Merrill Lynch July 1997 - January 2001
Alltel Information Systems August 1996 - July 1997
Summit Bank June 1990 - August 1996
Skills
Programming, Quality Assurance, Six Sigma, Integration, Databases, DB2, Software Documentation, Analysis, Testing, Program Management, SDLC, COBOL, Business Process, Requirements Gathering, Business Analysis, Visio, Requirements Analysis
Education
Ocean County College 1991 — 1995
Associate of Science, Computer Science
Hancock Bank October 2011 - April 2012
Bank of America/Merrill Lynch July 2009 - June 2011
Merrill Lynch November 2008 - May 2009
Merrill Lynch January 2001 - May 2008
Merrill Lynch July 1997 - January 2001
Alltel Information Systems August 1996 - July 1997
Summit Bank June 1990 - August 1996
Skills
Programming, Quality Assurance, Six Sigma, Integration, Databases, DB2, Software Documentation, Analysis, Testing, Program Management, SDLC, COBOL, Business Process, Requirements Gathering, Business Analysis, Visio, Requirements Analysis
Education
Ocean County College 1991 — 1995
Associate of Science, Computer Science
Vlad Goncharuk's Merrill Lynch Experience August 1997 - January 2002
Job Director, Info Mgmt at EmblemHealth
Industry Information Technology and Services
Experience
EmblemHealth May 2013 - Present
EmblemHealth November 2011 - April 2013
Morgan Stanley March 2011 - November 2011
Bank of America June 2010 - March 2011
JPMorgan December 2006 - June 2010
UBS March 2003 - December 2006
SIAC February 2002 - January 2003
Merrill Lynch August 1997 - January 2002
Lehman Brothers February 1997 - August 1997
Bear Stearns June 1996 - February 1997
Skills
Software Project..., Systems Analysis, Business Analysis, Data Warehousing, Strategic IT Management, Vendor Relationship..., Requirements Analysis, Team Building, Requirements Gathering, SDLC, Consulting, Data Modeling, ETL, Databases, SQL, DB2, COBOL, Mainframe, Oracle, Visio, Microsoft SQL Server
Education
Odessa State Polytechnic University 1986 — 1992
MS, Robotics
EmblemHealth May 2013 - Present
EmblemHealth November 2011 - April 2013
Morgan Stanley March 2011 - November 2011
Bank of America June 2010 - March 2011
JPMorgan December 2006 - June 2010
UBS March 2003 - December 2006
SIAC February 2002 - January 2003
Merrill Lynch August 1997 - January 2002
Lehman Brothers February 1997 - August 1997
Bear Stearns June 1996 - February 1997
Skills
Software Project..., Systems Analysis, Business Analysis, Data Warehousing, Strategic IT Management, Vendor Relationship..., Requirements Analysis, Team Building, Requirements Gathering, SDLC, Consulting, Data Modeling, ETL, Databases, SQL, DB2, COBOL, Mainframe, Oracle, Visio, Microsoft SQL Server
Education
Odessa State Polytechnic University 1986 — 1992
MS, Robotics
Chris Fullen's Merrill Lynch Experience June 2010 - August 2010
Job Accounting Advisor at Cardinal Health
Industry Financial Services
Experience
Cardinal Health April 2015 - Present
Cardinal Health November 2014 - April 2015
Citi July 2011 - November 2014
Merrill Lynch June 2010 - August 2010
Skills
Finance, Mutual Funds, Accounting, Management, Microsoft Excel, Microsoft Office, SunGard, Leadership, Microsoft Word, Commodity Markets, Emerging Markets, Derivatives, Strategic Planning, Salesforce.com, PowerPoint, Teamwork
Education
Ohio University 2008 — 2011
Bachelor's Degree, Finance, General
Cardinal Health April 2015 - Present
Cardinal Health November 2014 - April 2015
Citi July 2011 - November 2014
Merrill Lynch June 2010 - August 2010
Skills
Finance, Mutual Funds, Accounting, Management, Microsoft Excel, Microsoft Office, SunGard, Leadership, Microsoft Word, Commodity Markets, Emerging Markets, Derivatives, Strategic Planning, Salesforce.com, PowerPoint, Teamwork
Education
Ohio University 2008 — 2011
Bachelor's Degree, Finance, General
Mark G. Burlingham's Merrill Lynch Experience 1993 - 2000
Job Broker Associate Windwalker William Raveis Real Estate, Nantucket, Mass
Industry Real Estate
Experience
Windwalker William Raveis April 2010 - Present
Bisys Retirement Group 2004 - 2007
Merrill Lynch 1993 - 2000
Vanguard 1988 - 1993
Skills
Real Estate, Investment Properties, Sellers, Vacation Homes, Rentals, Luxury, Sales, Residential Homes, Property Management, Investments, New Home Sales, Townhomes, Brokerage, Buyer Representation, Real Estate Development, Short Sales, First Time Home Buyers, Waterfront, Relocation, Condos, Foreclosures, Listings, Investors, Referrals
Education
Ohio Wesleyan University 1968 — 1972
BA, Botany Bacteriology
Ipswich High School
High School, College Prep
Windwalker William Raveis April 2010 - Present
Bisys Retirement Group 2004 - 2007
Merrill Lynch 1993 - 2000
Vanguard 1988 - 1993
Skills
Real Estate, Investment Properties, Sellers, Vacation Homes, Rentals, Luxury, Sales, Residential Homes, Property Management, Investments, New Home Sales, Townhomes, Brokerage, Buyer Representation, Real Estate Development, Short Sales, First Time Home Buyers, Waterfront, Relocation, Condos, Foreclosures, Listings, Investors, Referrals
Education
Ohio Wesleyan University 1968 — 1972
BA, Botany Bacteriology
Ipswich High School
High School, College Prep
Sarah Cooke's Merrill Lynch Experience December 2004 - January 2005
Job Analytics Consultant Investor Reporting at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo July 2013 - Present
Wells Fargo Bank December 2010 - July 2013
US Bank August 2008 - December 2010
US Bank December 2006 - August 2008
Graybar Electric, Co August 2005 - April 2006
Merrill Lynch December 2004 - January 2005
Skills
Finance, Bloomberg, Financial Services, Fixed Income, Portfolio Management
Education
Ohio University 2001 — 2005
Business Administration, Finance, Marketing
Universidad de Sevilla
Wells Fargo July 2013 - Present
Wells Fargo Bank December 2010 - July 2013
US Bank August 2008 - December 2010
US Bank December 2006 - August 2008
Graybar Electric, Co August 2005 - April 2006
Merrill Lynch December 2004 - January 2005
Skills
Finance, Bloomberg, Financial Services, Fixed Income, Portfolio Management
Education
Ohio University 2001 — 2005
Business Administration, Finance, Marketing
Universidad de Sevilla
David Bethel's Merrill Lynch Experience May 2011 - October 2012
Job Account Executive at Hubbard Interactive
Industry Marketing and Advertising
Experience
Hubbard Broadcasting August 2013 - Present
Performance Lexus October 2012 - July 2013
Merrill Lynch May 2011 - October 2012
Union Savings Bank February 2009 - May 2011
Guaranteed Rate July 2003 - February 2009
Education
Ohio University 1995 — 1999
B.S., Communications, Business, Political Science
Hubbard Broadcasting August 2013 - Present
Performance Lexus October 2012 - July 2013
Merrill Lynch May 2011 - October 2012
Union Savings Bank February 2009 - May 2011
Guaranteed Rate July 2003 - February 2009
Education
Ohio University 1995 — 1999
B.S., Communications, Business, Political Science
Leigh LaVoie's Merrill Lynch Experience March 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch March 2011 - Present
ServiceMaster February 2007 - January 2010
Toys R Us 1984 - 2004
Skills
Customer Service, Merchandising, Retail, Store Management, Hiring, Big Box, Profit, Change Management, Project Management, Forecasting, Human Resources, Process Improvement, Microsoft Word, Banking, Negotiation, Loans, Customer Retention, Vendor Management, Leadership, Marketing, Analysis, Risk Management, Access, Finance, Sales, Business Analysis, Training, Team Building, Customer Satisfaction, Strategic Planning, Outlook, Sales Management, Inventory Management, Credit, Business Strategy, Microsoft Office, Business Development, Customer Experience, Operations Management, PowerPoint, Financial Analysis, Insurance, Microsoft Excel, Team Leadership, Accounting, New Business Development, Management, Budgets, Account Management
Education
The College of New Jersey 1985 — 1988
B.S., Computer Information Systems
Ocean County College 1983 — 1985
A.A.S., Computer Information Systems
Merrill Lynch March 2011 - Present
ServiceMaster February 2007 - January 2010
Toys R Us 1984 - 2004
Skills
Customer Service, Merchandising, Retail, Store Management, Hiring, Big Box, Profit, Change Management, Project Management, Forecasting, Human Resources, Process Improvement, Microsoft Word, Banking, Negotiation, Loans, Customer Retention, Vendor Management, Leadership, Marketing, Analysis, Risk Management, Access, Finance, Sales, Business Analysis, Training, Team Building, Customer Satisfaction, Strategic Planning, Outlook, Sales Management, Inventory Management, Credit, Business Strategy, Microsoft Office, Business Development, Customer Experience, Operations Management, PowerPoint, Financial Analysis, Insurance, Microsoft Excel, Team Leadership, Accounting, New Business Development, Management, Budgets, Account Management
Education
The College of New Jersey 1985 — 1988
B.S., Computer Information Systems
Ocean County College 1983 — 1985
A.A.S., Computer Information Systems
Jeanie Spano's Merrill Lynch Experience September 2013 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ September 2012 - September 2013
Secure Talent as Agent for PIMCO LLC February 2011 - September 2012
Financial Tax Services September 2008 - August 2012
BLACKROCK INVESTMENT MANAGEMENT September 2006 - September 2008
Merrill Lynch Investment Managers January 2001 - September 2006
Merrill Lynch Investment Managers January 2000 - January 2001
Merrill Lynch Investment Managers January 1998 - January 2000
Merrill Lynch Investment Managers August 1996 - January 1998
Legal Advisory Department January 1994 - August 1996
Skills
Investments, Fixed Income, Portfolio Management
Education
THE STUART SCHOOL OF BUSINESS ADMINISTRATION
Ocean County College
Finance
Rider University
B.S, Finance
Merrill Lynch September 2013 - Present
Bank of Tokyo-Mitsubishi UFJ September 2012 - September 2013
Secure Talent as Agent for PIMCO LLC February 2011 - September 2012
Financial Tax Services September 2008 - August 2012
BLACKROCK INVESTMENT MANAGEMENT September 2006 - September 2008
Merrill Lynch Investment Managers January 2001 - September 2006
Merrill Lynch Investment Managers January 2000 - January 2001
Merrill Lynch Investment Managers January 1998 - January 2000
Merrill Lynch Investment Managers August 1996 - January 1998
Legal Advisory Department January 1994 - August 1996
Skills
Investments, Fixed Income, Portfolio Management
Education
THE STUART SCHOOL OF BUSINESS ADMINISTRATION
Ocean County College
Finance
Rider University
B.S, Finance
Jeff Erdmann's Merrill Lynch Experience May 1985 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1985 - Present
Skills
Private Banking, Mortgage & Liabilities, Financial Planning
Education
Ohio Wesleyan University 1981 — 1985
Bachelors, Economics
Merrill Lynch May 1985 - Present
Skills
Private Banking, Mortgage & Liabilities, Financial Planning
Education
Ohio Wesleyan University 1981 — 1985
Bachelors, Economics
richard Insurguy's Merrill Lynch Experience March 1969 - January 1973
Job agent/owner at insurance Consultants Group
Industry Insurance
Experience
insurance Consultants Group January 1983 - Present
Insurance consultants agency January 1973 - January 1983
merrill lynch March 1969 - January 1973
Skills
Property & Casualty..., Insurance
Education
Case Western Reserve University - Weatherhead School of Management 1966 — 1968
Masters of Business administration, management
Ohio University, Case Western Reserve 1958 — 1962
bachelor of science in commerce, economics
insurance Consultants Group January 1983 - Present
Insurance consultants agency January 1973 - January 1983
merrill lynch March 1969 - January 1973
Skills
Property & Casualty..., Insurance
Education
Case Western Reserve University - Weatherhead School of Management 1966 — 1968
Masters of Business administration, management
Ohio University, Case Western Reserve 1958 — 1962
bachelor of science in commerce, economics
Carson Foust's Merrill Lynch Experience June 2011 - August 2011
Job Recovery Specialist at BMW Financial Services
Industry Financial Services
Experience
BMW Financial Services April 2013 - Present
BMW Financial Services August 2012 - April 2013
Ohio Northern University August 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Golf Galaxy May 2009 - September 2010
Mary Kelley's Restaurant October 2006 - September 2010
Skills
Finance, Time Management, Teamwork, Customer Service, Microsoft Word, Public Speaking
Education
Ohio Northern University 2008 — 2012
Bachelor of Science, Business Administration; Finance
BMW Financial Services April 2013 - Present
BMW Financial Services August 2012 - April 2013
Ohio Northern University August 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Golf Galaxy May 2009 - September 2010
Mary Kelley's Restaurant October 2006 - September 2010
Skills
Finance, Time Management, Teamwork, Customer Service, Microsoft Word, Public Speaking
Education
Ohio Northern University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Steve Renie's Merrill Lynch Experience July 2015 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney April 2004 - July 2015
UBS Financial Services October 1995 - April 2004
Merrill Lynch January 1991 - October 1995
Skills
Fixed Annuities, Investments, Retirement, Wealth Management, Strategic Financial..., 401k, Financial Advisory, Finance, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Asset Allocation
Education
Ohio University 1986 — 1990
BBA, Finance and Economics
College of Financial Planning
Chartered Retirement Plan Counselor CRPC
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney April 2004 - July 2015
UBS Financial Services October 1995 - April 2004
Merrill Lynch January 1991 - October 1995
Skills
Fixed Annuities, Investments, Retirement, Wealth Management, Strategic Financial..., 401k, Financial Advisory, Finance, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Asset Allocation
Education
Ohio University 1986 — 1990
BBA, Finance and Economics
College of Financial Planning
Chartered Retirement Plan Counselor CRPC
Veronica Rogers's Merrill Lynch Experience February 2007 - May 2010
Job Executive Assistant
Industry Investment Banking
Experience
Piper Jaffray August 2012 - Present
Morgan Stanley March 2011 - Present
Clickatell May 2010 - September 2010
Merrill Lynch February 2007 - May 2010
Shapell Homes September 2006 - February 2007
City of Hayward July 2006 - September 2006
InterVideo, Inc February 2004 - July 2006
InterVideo, Inc April 2003 - February 2004
Skills
Fax, Microsoft Office, Sales, Multi-line Phone, Oracle Applications, Concur, Travel Arrangements, Heavy Calendaring, Management, Filing
Education
Ohlone College 2000 — 2002
AA, Liberal Arts
Piper Jaffray August 2012 - Present
Morgan Stanley March 2011 - Present
Clickatell May 2010 - September 2010
Merrill Lynch February 2007 - May 2010
Shapell Homes September 2006 - February 2007
City of Hayward July 2006 - September 2006
InterVideo, Inc February 2004 - July 2006
InterVideo, Inc April 2003 - February 2004
Skills
Fax, Microsoft Office, Sales, Multi-line Phone, Oracle Applications, Concur, Travel Arrangements, Heavy Calendaring, Management, Filing
Education
Ohlone College 2000 — 2002
AA, Liberal Arts
Dale Andrassy II's Merrill Lynch Experience December 2010 - March 2011
Job Associate at Hunter Valley Company, LLC.
Industry Venture Capital & Private Equity
Experience
Hunter Valley Company, LLC. October 2014 - Present
Hunter Valley Company LLC November 2012 - October 2014
Northern Trust August 2012 - October 2012
Huron Consulting Group May 2012 - July 2012
Merrill Lynch December 2010 - March 2011
Education
Ohio University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, Finance
Hunter Valley Company, LLC. October 2014 - Present
Hunter Valley Company LLC November 2012 - October 2014
Northern Trust August 2012 - October 2012
Huron Consulting Group May 2012 - July 2012
Merrill Lynch December 2010 - March 2011
Education
Ohio University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics, Finance
Amy Goodburn's Merrill Lynch Experience September 2000 - June 2001
Job Shopkeeper and Event Manager at Jeni's Splendid Ice Creams
Industry Food & Beverages
Experience
Jeni's Splendid Ice Creams June 2013 - Present
Jeni's Splendid Ice Creams July 2012 - Present
Sweetly Sauced June 2010 - June 2013
Morone's Italian Villa January 2001 - August 2010
Alden Library September 2003 - June 2005
Merrill Lynch September 2000 - June 2001
COSI- Center of Science and Industry September 1998 - June 2000
Skills
Staff Development, Employee Training, Customer Service, Events Coordination, Social Networking, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Time Management, Team Building, Sales, Licensing
Education
Ohio University 2001 — 2005
Bachelor of Arts (B.A.), Sociology and Political Science/Pre-Law
Jeni's Splendid Ice Creams June 2013 - Present
Jeni's Splendid Ice Creams July 2012 - Present
Sweetly Sauced June 2010 - June 2013
Morone's Italian Villa January 2001 - August 2010
Alden Library September 2003 - June 2005
Merrill Lynch September 2000 - June 2001
COSI- Center of Science and Industry September 1998 - June 2000
Skills
Staff Development, Employee Training, Customer Service, Events Coordination, Social Networking, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Time Management, Team Building, Sales, Licensing
Education
Ohio University 2001 — 2005
Bachelor of Arts (B.A.), Sociology and Political Science/Pre-Law
Tracey Sandmeyer's Merrill Lynch Experience May 1986 - April 1989
Job Past President of the Board of Trustees at The Montessori School
Industry Individual & Family Services
Experience
The Montessori School June 2012 - Present
Merrill Lynch May 1986 - April 1989
Skills
Customer Service, Public Speaking, Non-profits, Community Outreach, Fundraising, Coaching, Program Development
Education
Ohio Wesleyan University 1978 — 1982
Bachelor of Arts (BA), Psychology and English
The Montessori School June 2012 - Present
Merrill Lynch May 1986 - April 1989
Skills
Customer Service, Public Speaking, Non-profits, Community Outreach, Fundraising, Coaching, Program Development
Education
Ohio Wesleyan University 1978 — 1982
Bachelor of Arts (BA), Psychology and English
F. Welton Blair's Merrill Lynch Experience 2007 - 2009
Job Financial Service Entrepreneur/ Empowerment Speaker/ Visionary/ Success Coach
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Group Divsion 2011 - Present
World Financial Group (WFG) 2011 - Present
Allstate Financial 2009 - 2011
Merrill Lynch 2007 - 2009
Citi Smith Barney 1998 - 2007
JPMorgan Chase 1993 - 1998
Professional Financial Advisors 1990 - 1993
Skills
Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Uniform Combined State..., Strategic Financial..., Series 7,24,63, life,..., Esate Planning, Active Managemet, Asset Allocation, Investment Advisory, Investments, IRAs, Series 7, Fixed Annuities, Retirement, Investment Strategies, Financial Planning, 401k
Education
Oakwood College 1978 — 1983
Bachelor's degree
Transamerica Financial Advisors, Inc. Group Divsion 2011 - Present
World Financial Group (WFG) 2011 - Present
Allstate Financial 2009 - 2011
Merrill Lynch 2007 - 2009
Citi Smith Barney 1998 - 2007
JPMorgan Chase 1993 - 1998
Professional Financial Advisors 1990 - 1993
Skills
Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Uniform Combined State..., Strategic Financial..., Series 7,24,63, life,..., Esate Planning, Active Managemet, Asset Allocation, Investment Advisory, Investments, IRAs, Series 7, Fixed Annuities, Retirement, Investment Strategies, Financial Planning, 401k
Education
Oakwood College 1978 — 1983
Bachelor's degree
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank