Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
AXA Advisors May 2015 - Present
Merrill Lynch 2014 - March 2015
US Air Force 2012 - 2014
US Navy 2002 - 2012
Skills
Wealth Management, Insurance Planning, Retirement Planning..., Risk Management, Tax-efficient Investing...
Education
Oklahoma City University 2013 — 2016
Master of Business Administration (M.B.A.)
The Citadel 1998 — 2002
Bachelor of Science (B.S.), Business Administration, 3.44
Merrill Lynch March 2014 - Present
Education
Oklahoma City Community College
Associate's Degree, Business
UBS Financial Services Inc. October 2013 - Present
Morgan Stanley Smith Barney October 2004 - October 2012
Merrill Lynch September 1996 - March 2004
Education
Oklahoma Wesleyan University 1998 — 2000
Asso, Business Administration and Management, General
The DeChristopher Group June 2013 - Present
Integrated Health Services June 2011 - December 2012
Merrill Lynch March 2010 - June 2011
Skills
Human Resources, Risk Management, Leadership, Financial Analysis, Employee Benefits, Payroll, Management, Benefits Administration, Analysis, Organizational..., Accounting, Banking, Strategic Planning, Employee Relations, Public Speaking, Social Media, Time Management, Event Planning, Finance, Insurance
Education
Old Dominion University 2007 — 2010
Bachelor's degree, Finance, General
USAA July 2015 - Present
Robert Half April 2014 - October 2014
Switchgear Search and Recruiting May 2013 - February 2014
Kamagon Fitness April 2011 - November 2012
Grand Energy Inc. October 2009 - January 2010
Merrill Lynch November 2003 - October 2008
Edward Jones May 2000 - November 2003
Skills
Training, Strategic Partnerships, Leadership, Investments, Finance, Management, Sales, Marketing, Portfolio Management, Negotiation, Customer Retention, Small Business, Coaching, Salesforce.com, Mutual Funds, Strategy, Strategic Financial..., Wealth Management, Recruiting, Social Networking, Sports Management, Talent Acquisition, Executive Search, Business Development, New Business Development, Time Management, Entrepreneurship, Accounting, Cold Calling, Executive Management
Education
Oklahoma State University 1995 — 2000
Bachelor of Science (BS), Economics and International Business
Greenlight Loans December 2014 - Present
J.P. Morgan April 2009 - March 2014
Merrill Lynch January 2005 - May 2008
City National Bank December 2003 - January 2005
Skills
Mortgage Lending, Underwriting, Loan Origination, Funding, Residential Mortgages, Credit Analysis, Mortgage Servicing, Credit Risk, FNMA, FHLMC, Risk Management, Risk Assessment, Leveraged Lending, High Net Worth..., Private Banking, Mortgage Banking, Loans, Loss Mitigation, Financial Services, Credit, Mortgage Underwriting, Banking, Customer Service, Financial Analysis, Loan Servicing, Refinance
Education
Estancia High School
Diploma obtained with honors.
Orange Coast College
Business and Psychology Degrees in Progress
Banc of California June 2015 - Present
National Residential Mortgage, a service of Heartland Financial USA, Inc. March 2014 - Present
Banc of California April 2011 - September 2013
Merrill Lynch April 2002 - September 2007
Skills
FHA, Loan Origination, Mortgage Banking, Mortgage Lending, Refinance, FHA financing, VA loans, Jumbo Mortgage, Super Jumbo, Contract Negotiation, REO, Networking, First Time Home Buyers, Assisting First Time..., Reverse Mortgages, Fannie Mae, Harp, GNMA, Purchase Money, Investments, Foreclosures, Investment Properties, Closings, HUD, Real Estate Lending, Credit, Funding, Loans, Debt Consolidation, Rates, Non-Conforming, Government Loans, Residential Mortgages, Real Estate, FHA Financing, VA Loans
Education
Orange Coast College 1997 — 2000
Business Administration and Management, General
Woodbridge High 1993 — 1997
General, General Studies
Arvest Bank March 2013 - Present
Affiliated Builders Professional Builder Resources December 2006 - December 2012
INTRUST Bank March 2004 - January 2007
Gold Bank Private Bank & Trust 2000 - 2004
Merrill Lynch June 1995 - October 2000
Skills
Team Building, Strategic Planning, Microsoft Excel, Project Management, Microsoft Office, Customer Service, Negotiation, Forecasting, Project Planning, Sales Management, Analysis, Public Speaking, Sales, Change Management, Management Consulting, Account Management, Business Development, Leadership, Management, New Business Development, Marketing Strategy, Financial Analysis, Business Analysis, Budgets, Marketing, Training, Banking, Asset Managment, Portfolio Management, Insurance, Investments, Small Business, Credit, Social Media, Public Relations, Entrepreneurship, Team Leadership, Strategic Financial..., Risk Management, Business Planning, Cash Management, Series 7, Contract Negotiation, Accounting, Vendor Management, Customer Satisfaction, Commercial Banking, Sales Process, Business Process..., Wealth Management
Education
University of Oklahoma 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Oklahoma City University 2002 — 2003
CFP, Finance and Financial Management Services
CoBank 2015 - Present
FDIC 2010 - 2015
Alpha Consulting & Advisory Services 2009 - 2010
Prudential Financial 2004 - 2009
JPMorgan Chase 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
Asset Managment, Loans, Due Diligence, Credit, Portfolio Management, Commercial Mortgages, CMBS, Underwriting, Relationship Management, Contract Management, Organizational..., Coaching, Mentoring, Operations Management, Asset Management, Risk Management, Real Estate Financing, Leadership, Credit Risk, Commercial Lending, Banking, Valuation, Analysis, Real Estate Economics, Disposition, Mortgage Lending, Real Estate Transactions, Commercial Real Estate, Credit Analysis, Investment Properties, Financial Institutions, Structured Finance, Asset, Loan Origination, Loan Servicing, Mortgage Banking, Loss Mitigation, Investments, Financial Structuring, Financial Risk, Residential Mortgages, Commercial Banking
Education
University of Central Oklahoma
Bachelor of Business Administration, Marketing
Oklahoma City University
Health, Physical Education & Recreation
The University of Alabama July 2015 - Present
Link Strategy Group January 2015 - August 2015
Florida State University July 2014 - December 2014
Nordstrom July 2014 - December 2014
Oregon State University June 2014 - June 2014
Oregon State University August 2011 - June 2014
Merrill Lynch January 2014 - May 2014
Oregon State University April 2013 - March 2014
Oregon State University August 2013 - January 2014
Skills
Coaching, Marketing, Teamwork, Leadership, Time Management, Public Speaking, Sports, Community Outreach, Public Relations, Social Networking, Data Analysis, Social Media, Finance, Research, Sales, Microsoft Office, Microsoft Excel, New Business Development, Salesforce.com, Strategic Partnerships, Sports Management, Soccer
Education
Oregon State University 2010 — 2014
Bachelor of Science (BS), Finance
Florida State University
Master's degree, International Relations and Affairs
Mullen High School
The Delta Companies February 2015 - Present
The Delta Companies October 2012 - Present
RCN Consulting 2011 - Present
Keller Youth Association June 2009 - January 2013
Merrill Lynch October 2011 - April 2012
Dallas Market Center September 2006 - May 2007
Abstract Concepts, Inc May 2005 - September 2006
Skills
Event Planning, Project Management, Maintaining Strong..., Cultivating Business..., Community Relations, Scheduling, Identifying New..., Managing Multiple..., Staffing Development, Coaching, Media Campaigns, Public Speaking, Leadership, Public Relations, Customer Service, Marketing and Promotions, Industry Trends, Strategic Communications, Recruiting, Project Planning, Social Networking, Event Management, Marketing, Management, Marketing Communications, Media Relations, Sports, Fundraising, Interviews, Training, Communication Training, Account Management, Cold Calling, Corporate Communications, Advertising, Sales, Press Releases, Marketing Strategy, Healthcare, Temporary Staffing, Facebook, Strategic Planning, Client Development, Employee Training, Team Building, Employee Relations, New Business Development, Online Marketing, Contract Negotiation, Community Outreach
Education
Texas Tech University 1994 — 1997
Bachelor of Arts, Public Relations
Oral Roberts University 1993 — 1994
The Jacobson Group October 2010 - Present
The Jacobson Group October 2008 - October 2010
Merrill Lynch April 2005 - June 2008
Chicago Express Airlines December 2001 - April 2005
Skills
Payroll, Accounting, Internal Audit, Great Plains Software, Management, Financial Reporting, Accounts Receivable, Internal Controls, Invoicing, Spreadsheets, Microsoft Excel, Outlook, Journal Entries, Cash Management, General Ledger
Education
Old Dominion University 2000 — 2001
Masters of Science, Accounting
The University of Georgia 1995 — 1999
Bachelors of Science, Accounting
Lithonia High School
Lithonia High School
Bank of Oklahoma February 2009 - Present
Merrill Lynch December 2006 - December 2008
Education
Oklahoma State University 2000 — 2004
BS, Finance
Merrill Lynch October 2011 - Present
Education
Oklahoma State University 2006 — 2010
Bachelor's degree, Marketing and Finance
TRUE Private Wealth Advisors October 2013 - Present
Merrill Lynch May 2011 - October 2013
North Star Resource Group December 2009 - April 2011
North Star Resource Group July 2009 - December 2009
Education
Oregon State University 2007 — 2009
Bachelor of Science, Business Administration: Finance
University of Oregon 2004 — 2007
Bachelor of Science, Business Administration: Finance
Central Catholic High School 2000 — 2004
Caterpillar Inc. June 2014 - Present
Caterpillar Inc. February 2013 - June 2014
Doyle & Keenan, P.C. January 2011 - January 2013
Aflac May 2008 - August 2009
Merrill Lynch May 2007 - August 2007
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Account Reconciliation, Analysis, Process Improvement, Financial Statements, GAAP, Journal Entries, Consolidation, Recruiting, Portfolio Management, Sales
Education
St. Ambrose University 2010 — 2011
Master of Accounting, Accounting
Olivet Nazarene University 2006 — 2010
Bachelor of Science (BS), Accounting
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, English, Windows, Time Management, Analysis, Financial Analysis, Accounting, Data Analysis, Access, Finance, Public Speaking, Social Media, Leadership
Education
Oklahoma State University 2013 — 2015
Bachelor of Science (B.S.), Finance, General
Oral Roberts University 2011 — 2013
Finance, General
Union High School 2006 — 2011
UBS Financial Services Inc. June 2012 - Present
Merrill Lynch February 2008 - June 2012
Morgan Stanley April 2001 - February 2008
America Online September 1999 - March 2001
Dex Media June 1990 - September 1999
Education
Oregon State University 1975 — 1977
Graduated Bachelor of Science, Business Administration, I passed and did it in only 4 years.On time and hard work got it done.
The University of South Dakota 1974 — 1975
Bachelors of Science, Business Administration and Management, General
University of Portland 1973 — 1974
Business
Columbia River High School
Riverside Investment Partners, Inc. August 2015 - Present
Machamer Financial, Registered Investment Advisor September 2009 - August 2015
First Allied Securities July 2008 - September 2009
Next Financial Group March 2004 - July 2008
AXA Advisors December 2000 - March 2004
Merrill Lynch February 1997 - December 2000
Natural Gas Utilities June 1984 - January 1997
Skills
Tactical Strategies, Portfolio Management, Investment Advisory, Rollover 401(k), IRAs, Retirement Safety..., Low Risk strategies, Investments, Precious Metals strategy, Managing 401(k) accounts, Low Volatility strategy, Financial Advisory, Investment Strategies, 401k
Education
Old Dominion University 1986 — 1989
MEM, Engineering Management
Old Dominion University 1979 — 1984
BSME, Mechanical Engineering
Merrill Lynch July 1993 - Present
EF Hutton January 1986 - July 1993
Lanier Worldwide November 1983 - January 1986
Skills
Equities, Fixed Income, Series 7, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Capital Markets, Derivatives, Series 63, Bonds, Mutual Funds, Securities, Structured Products
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Arts (B.A.), Economics
Orange Coast College 1978 — 1980
Associate of Arts (AA)
ProPay June 2015 - Present
National Merchants Association February 2015 - June 2015
Cynergy Data October 2012 - April 2014
Voice Assist, Inc. a Nevada public company / Marquee Productions, Inc. January 2011 - September 2012
Liberty Merchant Solutions, LLC. July 2009 - December 2010
WheelerFrost Associates, Inc. November 2007 - July 2009
20/20 Mortgage, Inc. August 2005 - October 2007
Merrill Lynch June 2004 - August 2005
Skills
Strategic Partnerships, Salesforce.com, CRM, Start-ups, Enterprise Software, Business Development, Payment Card Processing, Mobile Payments, Lead Generation, Marketing, Social Media, Social Networking, Online Marketing, Payment Industry, Aggregation, Account Management, Maintaining Strong..., Investor Relations, Investor Development, Sales Management, Corporate Branding, Product Launch, Product Adoption, Cross-functional Team..., High Tech Sales, SaaS, Mobile Applications, Speech Technology, Multi-user, Channel Sales, Gamification, Interactive..., Music Industry, Fashion, Customer Product..., Management
Education
Oregon State University 2000 — 2004
Bachelors, Business Administration
Università per Stranieri di Siena 2002 — 2003
2 Year Proficiency Certification, Italian Language/Renaissance Art
Jesuit High School 1996 — 2000
High School Diploma, Humanitarian Studies
Estimote, Inc. August 2014 - Present
Phunware, Inc. January 2013 - September 2013
TapIt! 2011 - January 2013
PayDivvy, Inc. 2010 - January 2013
eJam.com January 2009 - January 2011
iDials.com July 2003 - May 2009
Stearns May 2002 - July 2003
Merrill Lynch September 2001 - May 2002
Skills
Online Marketing, Online Advertising, Sales Management, Lead Generation, Sales, Strategic Planning, Mobile Advertising, Mobile Marketing, Venture Capital, Contemporary Dance, Advertising, Start-up Consulting, Social Media Marketing, Marketing, Digital Marketing, Start-up Ventures, Acquisitions, Marketing Strategy, Start-ups, PPC, SEO, Management, Entrepreneurship, Mobile Devices, Digital Strategy, Direct Marketing, Digital Media, Strategic Partnerships, Email Marketing, Web Marketing, Integrated Marketing, Mobile Applications, Media Buying, SEM, E-commerce, Online Lead Generation, Leadership Development, Affiliate Marketing, Customer Acquisition, Google Adwords, Ad Networks, Mobile Internet, Conversion Optimization, Web Analytics, Display Advertising, Google Analytics, Interactive Marketing, Business Development, Monetization, Landing Page...
Education
Orange Coast College 1999 — 2000
Business
Roland DGA January 2015 - Present
Spectrum Brands August 2011 - January 2015
Noteworld January 2010 - July 2011
ACS/Virgin America August 2008 - December 2009
Bank of America November 2007 - March 2008
Paul Frank Industries November 2005 - January 2006
Merrill Lynch June 1999 - August 1999
Skills
SAP, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, MFG-Pro, Red Prairie, Account Management, Customer Service, Supply Chain Management, Cross-functional Team..., Inventory Management, Strategic Planning
Education
University of Phoenix 2010 — 2014
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Orange Coast College 2006 — 2007
Certificate of Completion, Marketing
Merrill Lynch
Skills
Investments, Series 7, Series 66, Asset Management
Education
University of Michigan-Flint 2006 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Olivet Nazarene University
General Studies
UBS Financial Services Inc February 2009 - Present
Merrill Lynch January 1982 - February 2009
Education
University of Nebraska-Lincoln 1976 — 1978
Bachelor of Business Administration (BBA)
Oklahoma State University 1973 — 1976
Business Administration
New Leaf Lending April 2014 - Present
EverBank July 2013 - April 2014
Multi-State Home Lending, Inc October 2004 - July 2013
Merrill Lynch June 1991 - July 1999
Skills
Senior Loan Officer, Jumbo Mortgage, Corporate Real Estate..., HomeBenefitIQ Program, Real Estate License, Mortgage Lending, Finance, Negotiation, Loans, Marketing, Real Estate, Investment Properties, Business Development, Customer Service, Sales, Management
Education
University of Alaska Fairbanks 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Orange Coast College 1982 — 1984
Associate of Arts (A.A.), Business Administration and Management, General
University of Tulsa June 2014 - Present
OSU Outdoor Adventure May 2011 - May 2014
Merrill Lynch May 2011 - August 2012
Ghost Ranch May 2010 - August 2010
Skills
Eagle Scout, Backcountry Trip Leader, Wilderness First Aid, Challenge Course..., Service Desk, Student, Teaching, Rock Climbing, Analysis, Microsoft Excel, Marketing, Sales, Microsoft Office, Public Speaking, Leadership, PowerPoint, Microsoft Word
Education
University of Tulsa 2014 — 2015
Master of Business Administration (MBA), 4.0/4.0
Oklahoma State University 2009 — 2014
Bachelor of Science (B.S.), Majors: Finance, Marketing. Minor: Accounting, 3.58/4.0
Regent's University London 2012 — 2012
Study Abroad, 4.0/4.0
Merrill Lynch December 1999 - Present
Education
Old Dominion University 1994 — 1998
BS, Business Administration, Emphasis in International Business
Integrated Financial Wellness May 2014 - Present
Merrill Lynch June 2011 - May 2014
Edward Jones May 2006 - June 2011
Hewlett-Packard April 2004 - May 2006
T. Rowe Price May 2000 - April 2004
Skills
Social Security, Personal Pensions, Retirement Income..., Cash Flow Analysis, Budgeting, Goals-Based Investing, Retirement Solutions, 401k Rollovers, IRAs, Strategic Financial..., Wealth Management, Estate Planning, Qualified Retirement..., Financial Planning
Education
Olivet Nazarene University 1995 — 1999
Bachelor of Arts (B.A.), Finance & Economics
The Colin Bent Insurance Agency LLC September 2011 - Present
Allstate October 1985 - October 2011
Merrill Lynch October 1978 - February 1983
Skills
Photography, Lightroom, Political Discourse, Public Speaking, Property & Casualty..., Team Building, Insurance, Customer Service, Legal Liability, Management, Commercial Lines, General Insurance, Sales, Liability, Brokers, Commercial Insurance, Marketing, Disability Insurance, Health Insurance, Casualty, Umbrella Insurance, Term Life Insurance, Professional Liability, Life Insurance, Customer Satisfaction, Small Business, Employee Benefits
Education
Oral Roberts University 1967 — 1971
Bachelor of Arts (B.A.), Communication and Media Studies
Calabar High School 1960 — 1966
Merrill Lynch August 2013 - August 2013
EIG Global Energy Partners August 2013 - August 2013
Wall Street May 2013 - May 2013
Chicago Board of Options Exchange May 2013 - May 2013
Sports Authority May 2011 - August 2012
Education
Oklahoma State University 2011 — 2015
Bachelor of Science in Business Administration, Accounting and Finance, 3.7
Real Estate Investor October 2014 - Present
AXA Advisors December 2013 - October 2014
Merrill Lynch March 2012 - December 2013
DynTek June 2009 - March 2012
Bank of America January 2004 - April 2009
Wells Fargo Home Mortgage July 2002 - January 2004
Skills
Wealth Accumulation..., Wealth Management..., Estate Planning...
Education
Oklahoma State University 1985 — 1989
BS, Business Administration
Northstar Wealth Management, LLC September 2011 - Present
Morgan Stanley Smith Barney May 2008 - September 2011
Merrill Lynch January 2005 - May 2008
Bank of Oklahoma July 1998 - January 2005
Skills
Wealth Management, Alternative Investments, Retirement, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investments, 401k, Financial Services
Education
Oklahoma State University 2001 — 2003
MBA, Business
University of Oklahoma - Price College of Business 1995 — 1998
Bachelors of Business Administration, Finance
Deer Creek High School 1987 — 1991
Fruita Monument High School 1987 — 1987
Merrill Lynch Private Banking & Investment Group April 2014 - Present
Merrill Lynch October 2012 - March 2014
Old Dominion University September 2011 - May 2012
Tidewater Finance Company November 2009 - September 2011
Skills
Online Marketing, Social Media, Data Analysis, Marketing Research, Wealth Management..., Asset Allocation, Retirement Planning, Investment Management, Strategic Financial..., Strategic Planning, Financial Analysis, Banking, Leadership, Financial Planning
Education
Old Dominion University - College of Business and Public Administration 2010 — 2012
MBA, Business Administration, 3.9
Old Dominion University 2006 — 2010
Bachelor of Science, Psychology, 3.88
OKHR - Board of Directors October 2012 - Present
OCHRS - Board of Directors October 2011 - Present
NFP 2009 - Present
Merrill Lynch 2008 - 2009
SandRidge Energy 2006 - 2008
Skills
Employee Benefits, Benefits Administration, Employee Relations, HRIS, Insurance, 401k, Human Resources, Disability Insurance, Onboarding, Recruiting, Performance Management, Customer Service, Health Insurance, FMLA, Cold Calling, Workers Compensation, New Hire Orientations, Training, Leadership Development, Deferred Compensation, HR Consulting, Employee Training, COBRA, Applicant Tracking..., Business Planning, Compensation & Benefit, Employee Engagement, Employee Handbooks, College Recruiting, HR Policies, Health Savings Accounts, Healthcare, Hiring, Interviews, Employment Law, Labor Relations, Life Insurance, Negotiation, Open Enrollment, Organizational..., Payroll, Personnel Management, Policy, Resume Writing, Succession Planning, Term Life Insurance, Workforce Planning, Talent Acquisition, Talent Management, PeopleSoft
Education
Oklahoma State University 1999 — 2002
University of Central Oklahoma
Office Depot June 2010 - Present
Entera Branding/ Bell Signs January 2009 - June 2010
Merrill Lynch September 2007 - December 2008
Lanier worldwide/ Ricoh July 2006 - September 2007
sanofi-aventis May 2005 - July 2006
Skills
B2B, Program Management, Contract Negotiation, Customer Relations, Microsoft Office, Account Management, Sales Management, Consultative Selling, New Business Development, Sales Support, Team Building, Negotiation, Cold Calling, Solution Selling, Direct Sales, Business Planning, Sales Operations, Excel, Selling, Salesforce.com, Business Development, Sales, Management, Customer Service, Microsoft Excel, Project Management, Training, Sales Process, Leadership, Marketing, Inventory Management, CRM, Time Management, Customer Satisfaction, Marketing Strategy, Purchasing, Key Account Management, Customer Retention, Strategic Planning, Forecasting, Pricing, Cross-functional Team..., Operations Management, Lead Generation, P&L, Team Leadership, Managed Print Services, Retail
Education
Oral Roberts University 1991 — 1994
B.S., Management Information Systems
A. Crawford Mosley High 1986 — 1988
Honors Diploma
HomeStreet Bank December 2011 - Present
HomeStreet Bank April 2009 - November 2011
HomeStreet Bank December 1991 - April 2009
Safeco Insurance Company October 1988 - December 1991
Merrill Lynch April 1986 - October 1988
AGENCY RENT-A-CAR October 1982 - November 1985
Skills
Strategy, Leadership, Management, Loans, Business Development
Education
Oregon State University 1978 — 1982
Bachelor of Science, Business Administration/Finance
Northwest Christian University 2008 - Present
Rotary International 1993 - Present
Rotary International June 2010 - June 2012
Rotary International July 2008 - July 2010
Merrill Lynch December 1984 - February 2008
Rotary International District 5110 July 2004 - July 2005
Skills
Fundraising, Public Speaking, Public Relations, Leadership, Program Management, Training, Management, Strategy, Non-profits, Blogging, Volunteer Management, Leadership Development, Strategic Planning, Newsletters, Team Building, Event Planning, Community Outreach, Coaching, Organizational..., Event Management, Strategic Financial..., Program Development, Project Planning, Portfolio Management, Project Management, Social Media, Investments, Customer Service, Team Leadership, Facilitators, Philanthropy, Mentoring, Teaching, Nonprofits, Social Networking, Wealth, Grant Writing, Conflict Resolution, Community Development, Small Business, Time Management, Marketing, Proposal Writing, Grants, Board Development, Entrepreneurship, Policy, Planned Giving, Annual Giving, Staff Development
Education
University of Oregon 1967 — 1968
Oregon State University 1962 — 1966
South Salem High School
Target October 2012 - Present
Target January 2011 - November 2012
Target April 2007 - January 2011
The Home Depot April 2003 - April 2007
Merrill Lynch June 2001 - April 2003
US Navy May 1994 - June 2001
Skills
Retail, Store Management, Big Box, Driving Results, Employee Relations, Leadership, Customer Service, Human Resources, Inventory Control, Inventory Management, Loss Prevention, Management, Merchandising, Profit, Project Planning, Recruiting, Sales, Talent Management, Team Leadership, Visual Merchandising, Store Operations, P&L, Hiring
Education
Old Dominion University 1999 — 2001
MBA, Business
United States Naval Academy 1990 — 1994
BS, Science
Merrill Lynch September 1991 - Present
Ernst & Young July 1988 - May 1991
Arthur Andersen & Co. June 1977 - June 1988
Skills
Certified Financial..., Certified Public..., High Net Worth..., Investments, Investment Advisory, Mutual Funds, Securities, Hedge Funds, 401k, Stocks, Portfolio Management, Communication, Alternative Investments, Asset Allocation, CPA, Financial Advisory, Series 7, Strategic Financial..., Wealth
Education
Oklahoma State University 1973 — 1977
Bachelor of Science (BS), Accounting
Oklahoma State University
Bachelor's degree, Accounting
Oklahoma State University
Bachelor's degree, Accounting
Oklahoma State University
Bachelor's degree, Accounting
JPMorgan Chase May 2014 - Present
Lender Processing Services, Inc. (LPS) March 2013 - May 2014
Merrill Lynch May 2012 - March 2013
JP Morgan Chase October 2009 - May 2012
Skills
Account Management, Underwriting, Human Resources, Mortgage Lending, Financial Reporting, Accounting, Program Management, Operations Management, Team Building, Banking, Process Improvement, Budgets, Financial Analysis, Leadership, Customer Service, Management, Risk Management, Vendor Management, Strategic Planning, Training, Coaching, Business Process...
Education
University of North Florida 2009 — 2011
Master of Business Administration (M.B.A.), Global Business, 3.78
University of North Florida 2006 — 2009
Bachelor's Degree, International Business, 3.58
Oral Roberts University 2003 — 2005
Bachelor's Degree, Biochemistry, 3.84
Tego Data Systems July 2008 - Present
Premier Soccer Franchise February 2002 - May 2009
Arrow Electronics April 2008 - July 2008
NetApp January 2004 - April 2008
NetApp August 2000 - January 2004
Merrill Lynch December 1997 - August 2000
Wood Vending June 1992 - December 1997
Skills
Cloud Computing, Storage, NetApp, Disaster Recovery, NAS, Storage Virtualization, Storage Area Networks, Data Center, SaaS, Professional Services, Infrastructure, Solution Selling, Backup, Enterprise Storage, Managed Services, Business Continuity, SAN, Sales Operations, VMware, Resellers, Financial Analysis, Servers, Business Alliances, Financial Operations, Operations Management, Inside Sales, Server Virtualisation, Quickbooks, Distribution, Hosted Services, Hosted Solutions, Financial Modeling, Financial Planning, Sales Management, VMware Infrastructure, Network Appliance, Franchising, Franchise Agreements, Virtualization, Pre-sales, Management, Channel Partners
Education
Old Dominion University 1994 — 1998
Bachelor's Degree, Finance
TRS Staffing Solutions January 2012 - Present
Hope Chapel Huntington Beach September 2007 - Present
Merrill Lynch January 2011 - May 2011
Precision Optical January 2008 - August 2009
Skills
Technical Recruiting, Engineering Staffing, Recruitment Strategies, Oil, Mining, Energy, Manufacturing, Infrastructure, Rail, Construction, Engineering, Sourcing, Recruiting, Human Resources, Onboarding, Contract Recruitment, Petroleum, Supervisory Skills, Talent Acquisition, Applicant Tracking..., Screening Resumes
Education
William Jessup University 2008 — 2011
Bachelors of Science, Business Administration
Orange Coast College 2006 — 2008
Calvary Chapel
Old Dominion University September 2014 - Present
Serco August 2014 - August 2014
Flowserve January 2013 - February 2014
Raytheon April 2010 - August 2012
EVMS and Sentara 2006 - 2010
VA Dept Labor and Industry/VOSH 1994 - 2006
City of Norfolk 1993 - 1994
Merrill Lynch 1985 - 1988
American Cyanamid Co. 1979 - 1985
Skills
OSHA, Employee Training, Environmental Issues, Technical Presentations, Chemical Safety, Hazardous Waste..., Occupational Health, Sales, Research, EHS, Training, Sustainability, Policy
Education
Old Dominion University
Master's degree, Occuaptional/Environmental Health
University of Hartford
Bachelor of Science (BS), Chemistry
University of Hartford
Bachelor's Degree, Chemistry
Awesome Pawz Pet Care LLC November 2012 - Present
GM Custom Clothier November 2010 - 2014
Astor and Black Custom Clothiers August 2011 - August 2012
Merrill Lynch July 2008 - August 2011
Edward Jones June 2006 - July 2008
Blind Expo Inc 2004 - 2006
Miele 2003 - October 2004
Lancaster Distributing 2002 - 2003
Marcolin 2001 - 2002
Europa International Inc 1998 - 2001
Skills
Customer Service, Sales, Retail, Leadership, Executive Management, Public Speaking, Networking, Finance, Entrepreneurship, Marketing, Sales Operations, Strategic Planning, Business Planning, Key Account Management, Social Media, Sales Management, Social Media Marketing, Budgets, Management, Insurance, Financial Analysis, New Business Development, Portfolio Management, Microsoft Office, Direct Sales, Financial Advisory, Time Management, Social Networking, Training, Small Business, Strategic Financial..., Investments, Marketing Strategy, Cold Calling, Estate Planning, Coaching, Microsoft Excel, Team Leadership, Series 7, Direct Marketing, Account Management, Negotiation, Accounting, Apparel, Business Development, Team Building, Selling, Start-ups, Event Planning, Financial Planning
Education
Oklahoma State University 1979 — 1982
Business Management
John Marshall High School 1972 — 1976
Diploma, Music, Electronics
Pleasantly Retired September 2013 - Present
Computing Technologies March 2009 - September 2013
Citi June 1995 - April 2008
Merrill Lynch February 1990 - June 1995
Skills
Process Improvement, Program Management, Software Project..., Quality Assurance, Requirements Analysis, Corporate Finance, CMMI, Iso 9000, Reporting & Analysis, Executive Reporting, Team Building, Management, Quality System, Quality Control, Training, Presentations, Financial Analysis, Office Administration, Compliance, Disaster Recovery, Enterprise Architecture, Internal Audit, Key Performance..., Project Management, Risk Assessment, SDLC, Business Process, Risk Management, Software Documentation, Vendor Management, Project Portfolio..., Business Analysis, Visio, SharePoint, Integration, Testing, PMO, Information Technology
Education
Dowling College
Old Dominion University
Jefferies & Company August 2012 - Present
Jefferies & Company June 2011 - August 2011
Merrill Lynch 2005 - 2008
Affiliated Computer Services 2002 - 2005
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
Old Dominion University
Bachelor of Science (B.S.), Computer Science
Long & Foster Companies July 2012 - Present
Real Estate Company March 2011 - July 2012
Owen REO, LLC 2000 - 2011
Merrill Lynch September 1988 - April 1990
Skills
AMP Platforms:..., Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Investment, Foreclosures, Horse Properties, Estate Sales, Listing Homes, New Construction Homes, Waterfront Property, Residential Resale, New Home Sales, Home Marketing, Sellers Agent, Relocation Buyers, Home Sellers, Military Relocation, Gated Communities, Golf Course Properties, New Homes, Acreage, Residential Purchases, Residential Listings, Short Sales, National Association of..., Sellers, Property, Investment Properties, Construction, Listings, Marketing, Military, Relocation, Residential Homes, REO
Education
Old Dominion University 1985 — 1988
Bachelor of Science, Political Science
U.S. Trust, Bank of America Private Wealth Management January 2014 - Present
A Single Family Office 2007 - 2013
William Blair and Company 2006 - 2007
Merrill Lynch 1996 - 2006
BayBank 1991 - 1994
US Navy 1980 - 1984
Skills
Financial Planning, Wealth Management, Investments, Wealth, Asset Allocation, Alternative Investments, Estate Planning, Retirement Planning, Investment Advisory, Investment Strategies, Banking, Financial Advisory, Commercial Lending, Financial Services, Private Equity, Securities, 401k, Portfolio Management, Strategic Financial..., Finance, Retirement, High Net Worth..., Series 63, Equities, Private Banking, Financial Planners, Loans, Hedge Funds, Mutual Funds, Series 7, Wealth Management..., Relationship Management, Risk Management, Investment Management, Asset Management
Education
Wharton School, University of Pennsylvania
CIMA, IMCA Certified Investment Management Analyst Program
Oregon State University
BS, Business Administration, Cum Laude
Bates Group LLC April 2011 - Present
Bates Pirvate Capital, An LECG Company November 2004 - March 2011
Wells Fargo Investments,LLC January 1999 - November 2004
Morgan Stanley Smith Barney October 1981 - January 1999
Merrill Lynch June 1977 - October 1981
Skills
Securities, FINRA, Financial Analysis, Equities, Fixed Income, Mutual Funds, Options, Financial Risk, Asset Allocation, Finance, Analysis, Investment Advisory, Risk Management, Securities Regulation, Investment Strategies, Strategic Financial..., Financial Advisory, Investments, Series 7, Alternative Investments
Education
Oregon State University 1972 — 1976
BS, Business Administration, Finance
Integrated Controls, Inc January 2009 - Present
UBS Financial Services May 2007 - December 2008
Merrill Lynch January 2006 - May 2007
Skills
Series 7, Gas, Instrumentation, Petroleum, Process Control, Negotiation, Sales, Petrochemical, Energy Industry, Leadership, Energy, Oil & Gas Industry, Pipelines, Upstream, Natural Gas, Oil/Gas, Refining, Onshore, Refinery, EPC, Pumps, Power Generation, Offshore Drilling, Project Engineering, Refineries, Power Plants, Valves, Oil & Gas
Education
Oklahoma State University 1999 — 2004
BA of Business Administration, International Business, Sculpture
Bishop Kelley 1995 — 1999
Nathan Associates June 2013 - Present
CRU REAL ESTATE GROUP June 2012 - June 2013
M.J. SPORTSWEAR May 2008 - June 2013
Merrill Lynch August 2011 - March 2012
Merrill Lynch June 2011 - August 2011
Skills
Economics, Financial Analysis, Research, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Bloomberg Terminal, Korean, Finance, Market Research, Management
Education
University of California, Irvine 2010 — 2013
Bachelor of Science (BS), Business/Managerial Economics
University of California 2010 — 2013
Minor, Accounting
Orange Coast College 2007 — 2010
Associate's degree, Pre-Economics
BlackRock October 2009 - Present
Rydex Investments January 2008 - January 2009
Rydex Investments August 2002 - January 2008
AllianceBernstein July 1999 - August 2002
Deutsche Bank Securities February 1998 - July 1999
American Century Investments February 1996 - February 1998
Mainstay Asset Management 1994 - 1996
Federated Investors 1991 - 1994
Merrill Lynch 1987 - 1990
Skills
Risk Management, ETFs, Separately Managed..., Mutual Funds, Alternative Investments, Series 7, Series 63, Asset Allocation, Series 24, Investment Strategies, Wealth Management, Investments, Asset Managment, Series 65, Investment Advisory
Education
Old Dominion University 1981 — 1986
Bachelor of Arts, International Affairs, Business Mgmt & Marketing
Universite de Grenoble 1984 — 1985
St. Mary Star of the Sea 1969 — 1973
Raymond James October 2011 - Present
Merrill Lynch January 1991 - October 2011
Skills
Investments, Securities, Retirement Planning, Finance, Strategic Financial...
Education
Old Dominion University
University of Pennsylvania - The Wharton School
University of Virginia - Darden Graduate School of Business Administration
Merrill Lynch May 2012 - April 2013
Morgan Stanley Smith Barney July 2010 - June 2011
Elizabeth Anthony / Esther Wolf January 2008 - July 2010
Skills
Retail, Analysis, Strategic Financial..., Fundraising, Series 7, Microsoft Excel, Customer Service, Public Speaking, Microsoft Office, Microsoft Word, Financial Modeling, Marketing, Contract Negotiation, Investments, Leadership, PowerPoint, Budgets, Nonprofits, Sales, Insurance, Research, Data Analysis, Financial Analysis, Finance, Strategic Planning, Access, Accounting, Business Planning, Business Strategy, Event Planning, Forecasting, Management, Market Research, Marketing Strategy, Negotiation, Outlook, Process Improvement, Risk Management, Team Building, Training, Event Management, Social Media, Public Relations, Social Networking, Social Media Marketing, Project Management, Leadership Development, Community Outreach, Volunteer Management
Education
Oklahoma City University 2006 — 2007
MBA, International Business and Finance
Oklahoma City University 2000 — 2004
BA, Musical Theatre
Landry Asset Management LLC. An Independent Firm June 1998 - Present
Raymond James June 1998 - Present
Capital West June 1994 - June 1998
Stifel Nicolaus February 1979 - June 1994
Merrill Lynch September 1975 - February 1979
Skills
Asset Management
Education
Oklahoma State University 1969 — 1974
BS, MBA, Broadcast Journalism, Marketing, Finance
Merrill Lynch October 1996 - Present
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Mutual Funds, Strategic Financial..., Estate Planning, Series 63, Alternative Investments, Investments, Wealth Management..., Portfolio Management, Investment Management, Wealth, IRAs, High Net Worth..., Certified Financial..., Bonds, ETFs, Wealth Accumulation, Pensions, Long-term Care, Insurance, Separately Managed..., Financial Analysis, Mortgage Lending, Trust Services, Loans, Commercial Lending, Life Insurance
Education
Oral Roberts University 1982 — 1986
Business
Practicing For Retirement April 2014 - Present
MassMutual Central New York July 2013 - Present
Merrill Lynch, Bank of America NA August 2011 - June 2013
Merrill Lynch August 2011 - June 2013
Roberts Office Furniture Concepts Inc August 2007 - July 2009
Syracuse Orthopedic Specialists PC July 1998 - January 2006
Skills
Financial Expertise, Operations Expertise, Systems Expertise, Manufacturing, Strategic Financial..., Financial Modeling, Financial Analysis, Financial Reporting, SEC filings, Strategic Planning, Cash Management, Investments, Business Process..., Portfolio Management, Risk Management, Small Business, Auditing, Finance, Leadership, Management, Strategy, Sales, Budgets, Banking, Employee Benefits, Accounting, New Business Development, Business Strategy, Analysis, Start-ups, Management Consulting, Forecasting, Retirement Planning, Business Planning, Process Improvement, Mergers & Acquisitions, Loans, Internal Controls, Insurance, Business Development, Internal Audit, Business Analysis, Financial Advisory, Tax, Estate Planning, Entrepreneurship, Sarbanes-Oxley Act, Mortgage Lending, Retirement, Financial Accounting
Education
State University of New York Empire State College 2008 — 2010
MBA GPA, Business Administration, 3.75
University at Albany, SUNY 1976 — 1978
BS, Accounting, 2.6 GPA
Onondaga Community College 1974 — 1975
AS, Business, 3.2 GPA
UBS August 2015 - Present
Merrill Lynch May 2011 - August 2015
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Uniform Combined State..., Investment Advisory, Asset Allocation, Management, Series 63
Education
Old Dominion University
BSBA, Accounting and Finance
FERGUSON ENTERPRISES INC September 2014 - Present
BayPort Credit Union August 2013 - August 2014
Club Demonstation Services February 2013 - July 2013
Merrill Lynch September 2012 - December 2012
Citi Trends February 2012 - August 2012
Skills
Microsoft Office, Customer Service
Education
Old Dominion University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of Oklahoma June 2015 - Present
LPL Financial November 2011 - Present
LPL Financial Services January 2003 - November 2011
LPL Financial March 2000 - December 2002
Malaysia Online May 1997 - February 2000
Merrill Lynch May 1994 - August 1994
Skills
Equity Research, Alternative Investments, Investment Strategies, Strategy Development, Corporate Finance, Portfolio Management, Series 7, Bloomberg, Asset Management, Asset Managment, Strategy, Fixed Income, Equities, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Financial Analysis, Risk Management, Financial Services, Finance, Bonds, Financial Advisory, Financial Risk, Wealth Management, Investment Management, Relationship Management, Hedge Funds, Securities, Investment Advisory, Separately Managed..., ETFs, Series 63, Capital Markets, Valuation, Financial Markets, Retirement Planning, Derivatives, Strategic Financial..., Options, Wealth Management..., FINRA, Trading, Series 24, Private Equity, Uniform Combined State..., Equity Valuation, Structured Products, Investment Banking, Series 65
Education
International Academy of Financial Management (AAFM) 2007 — 2007
CPM, Chartered Portfolio Manager (CPM)
Oklahoma City University 2005 — 2006
MBA, Finance
Oklahoma State University 1993 — 1995
BSc, Finance and Accounting
Nerium International July 2013 - Present
US Army September 2014 - Present
US Army June 2010 - August 2014
TimmyG April 2011 - July 2014
US Army April 2007 - June 2010
Merrill Lynch 2006 - 2006
Skills
Public Speaking, Team Building, Personal Development, Project Management, New Business Development, Military Operations, Military, Security Clearance, Army, Leadership, Operational Planning, Sponsorship, DoD, Government, Operations Management, Training, Military Experience, Command, Defense, Intelligence Analysis, Organizational..., Tactics, Exercises, Weapons, Intelligence, Military Logistics, National Security, Fitness, Team Leadership, Military Training, Project Planning, Microsoft Office, Management, Strategic Planning
Education
Oregon State University 2002 — 2006
Bachelor of Science (BS), Business/Commerce, General
University of Phoenix-Southern California Campus 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Mergers, Consolidations, & Acquisitions, LLC - Energy Technology 2010 - Present
Leader in Energy Capital Market Transactions in Phoenix, AZ--Energy Technology 2010 - Present
Davis Miles McGuire Gardner-Technology July 2014 - June 2015
Howard & Howard, PLLC April 2009 - 2010
Fennemore Craig, P.C. 2006 - 2008
Merrill Lynch 2004 - 2006
JP Morgan Chase 2002 - 2004
Mergers, Consolidations, & Acquisitions, Inc. 1991 - 2002
The Ohio Company 1988 - 1991
Monetary Investment Group 1984 - 1988
Skills
Due Diligence, Venture Capital, Strategy, Energy, Joint Ventures, Restructuring, Strategic Planning, Mergers, Start-ups, Negotiation, Analysis, Intellectual Property, Cleantech, New Business Development, Renewable Energy, Investment Banking, Structured Finance, Capital Markets, Contract Negotiation, Entrepreneurship, Alternative Energy, Corporate Law, Licensing, Real Estate, Financial Analysis, Financial Structuring, Change Management, Corporate Finance, Biomass, Public Speaking, Capital, Banking, Leadership Development, Succession Planning, Patents, Bankruptcy, Tax, Construction, Non-profits, Compliance, P&L, International Capital..., Asset-backed..., High Yield, Capital Markets Analysis, Capital Markets Advisory, Securities law,..., SEC filings, Strategic Leadership, IPO
Education
Western Michigan University - Cooley law School
Juris Doctor (J.D.), Securities, Corporate, Intellectual Property, Tax, & Real Estate
University of Detroit Mercy
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Olivet College
Bachelor of Arts (B.A.), Economics
Merrill Lynch August 2007 - Present
Oklahoma City University 2006 - 2009
Wachovia Securities 2003 - 2007
Cambridge Investment Research 2001 - 2003
AXA Advisors 1993 - 2001
Ernst & Young 1990 - 1991
Chung Sing ( Swiss) Investments Ltd 1989 - 1990
Skills
Investments, Options, Investment Management, Investment Advisory, Mutual Funds, Financial Modeling, Private Equity, Asset Allocation, Equities, Strategic Financial..., Wealth Management, Hedge Funds, Securities, Valuation, Financial Advisory, Portfolio Management, Investment Strategies, Alternative Investments, Asset Managment, Financial Analysis, China Business..., Asset Management, Strategy, Wealth, Investment Banking, Wealth Management..., 401k, Economics, Leadership, Finance, Retirement, Retirement Planning, Series 63, Series 7, Financial Planning
Education
Oklahoma City University 1991 — 1993
MBA, Finance
Sun Yat-Sen University 1986 — 1989
Masters, International Economics
Princeton University 1986 — 1986
Chinese Economy
PwC June 2015 - Present
Phillips 66 December 2013 - June 2015
Phillips 66 July 2013 - December 2013
Phillips 66 June 2012 - July 2013
University of Tulsa May 2011 - November 2012
ConocoPhillips June 2011 - June 2012
ConsumerAffairs.com 2010 - 2011
University of Tulsa August 2008 - December 2010
Bass Pro Shops May 2007 - August 2008
Merrill Lynch May 2006 - August 2006
Skills
Process Improvement, Business Strategy, Business Planning, Entrepreneurship, Financial Analysis, Project Management
Education
University of Tulsa 2008 — 2010
Master of Business Administration (M.B.A.), Entrepreneurship/En
Oklahoma State University 2003 — 2007
BS Business Administration, Finance
Spectrum Wealth Partners April 2012 - Present
Sagemark Consulting 1997 - 2012
Merrill Lynch 1990 - 1997
Coopers & Lybrand (Now: PricewaterhouseCoopers) 1985 - 1989
Skills
Personal Financial..., Investments, Retirement, Financial Advisory, Portfolio Management, Succession Planning, Retirement Planning, Life Insurance, Finance, Insurance, Wealth, Securities, Personal Finance, Wealth Management, Investment Advisory, Asset Management, Financial Planning, Investment planning, Small Business, Asset Allocation, Mutual Funds, High Net Worth..., Alternative Investments, Investment Management, Trusts, Investment Strategies, Series 7, Financial Planners, 401k, Certified Financial..., Strategic Financial..., Estate Planning, Business succession, Asset Protection, Cash Management, Wealth Preservation..., Retirement Plan..., Client Centered, Long Term Care Insurance, Executive Benefit..., Solution Focused, Risk Management, Problem Solving, Retirement Savings, Consulting, Retirement Benefits
Education
Oklahoma State University 1980 — 1984
Bachelor of Science, Accounting & Finance
Sooner High School 1976 — 1980
Con-way Enterprise Services August 2015 - Present
TDT Consulting Services March 2014 - Present
IBM Global Services - Seterus Division February 2010 - March 2014
Merrill Lynch November 2005 - January 2010
NWEA February 2002 - July 2004
TEKsystems & Oxford Associates 1997 - 2002
Skills
Executive Management, Business Operations..., Strategic Planning, Strategic Partnerships, Program Management, Cross-functional Team..., Operations Management, Capital Budgeting, IT Management, Risk Management, Strategic Thinking, Operating Budgets, IT Operations, Business Ethics, Manufacturing..., Change Management, Product Management, Account Management, Business Process..., Data Center, Great People Skills, IT Service Management, Manufacturing Operations, ITIL, Management, Troubleshooting, Leadership, System Administration, Process Improvement, Team Building, Enterprise Software, Active Directory, Team Leadership, Network Administration, Computer Hardware, Team Management, Process Management, Process Optimization, Team-oriented, Manufacturing..., Lean Manufacturing, People Management, Computer Maintenance, Process Development, Toyota Production System, JIT, Manufacturing, Ethics, Vendor Management, Integration
Education
Oregon Institute of Technology 1995 — 2000
Bachelorâs Degree, Industrial Mgmt (Engineering & Business)
The Legend Group March 2015 - Present
Merrill Lynch September 2012 - January 2015
Edward Jones 2008 - 2012
Skills
Series 7, Life Insurance, Estate Planning, Investments, Retirement Planning, Wealth Management..., 401k, Retirement, IRAs, Wealth Accumulation, Long Term Care Insurance, Asset Managment, High Net Worth..., Uniform Combined State..., Asset Management, Finance, 401k Rollovers, Asset Allocation, Mutual Funds, Wealth Management, Series 63
Education
Oklahoma State University 1994 — 1997
Business Administration and Management, General
ThisWeek Community News October 2010 - Present
Shockey & Co. LLC May 2009 - January 2011
Merrill Lynch January 2010 - May 2010
Vermilion Boat Club June 2006 - July 2009
Texas Corinthian Yacht Club June 2008 - August 2008
Skills
Marketing, Marketing Strategy, SEO, Social Media, Microsoft Office, Advertising, Social Media Marketing, Online Advertising, Sales
Education
Old Dominion University 2006 — 2010
BS Business & Public Administration, Marketing
new albany
new albany
Elemental Medicine, LLC November 2010 - Present
Namaste Integrative Medicine July 2012 - November 2013
Brooklyn Community Acupuncture August 2011 - May 2012
Merrill Lynch August 2005 - August 2007
Skills
Wellness, Nutrition, Acupuncture, Traditional Chinese..., Digestive Disorders, Chinese Herbal Medicine, Insomnia, Treatment
Education
Oregon College of Oriental Medicine 2007 — 2010
MAcOM, Acupuncture and Oriental Medicine
Portland State University 2001 — 2003
Bachelor of Arts (B.A.), Anthropology
May Barnhard Investments, LLC (MBI) June 2014 - Present
May & Barnhard, PC January 2012 - June 2014
Wilbanks, Smith & Thomas June 2011 - December 2011
Merrill Lynch August 2009 - December 2009
Old Dominion University Tennis Team July 2007 - December 2009
Skills
Financial Analysis, Corporate Finance, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Securities, Trading, Holistic Financial..., Finance, Morningstar, Investment Advisory, Investments, Investment Management, Investment Strategies, Financial Planning, Asset Managment
Education
Old Dominion University 2009 — 2011
MBA, Financial Analysis and Valuation
Beck Bode Wealth Management, LLC May 2014 - Present
Morgan Stanley April 2013 - May 2014
Merrill Lynch October 2010 - March 2013
Barrow County/Gwinnett County Fire and Emergency Services 2005 - 2010
Gwinnett Gladiators Hockey Club August 2003 - May 2006
Atlanta IceForum 2000 - 2005
Atlanta Thrashers Hockey Club August 2001 - May 2004
Portland Marriott at Sable Oaks 1993 - 1999
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Strategies, Financial Advisory, 401k, Retirement, Asset Management, Securities, Financial Services, Asset Allocation, Equities, Series 7
Education
University of Maine 1998 — 2000
Oklahoma State University 1995 — 1998
Merrill Lynch December 2006 - Present
Education
Old Dominion University 2001 — 2004
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Oxford Commodity Consulting, Inc. May 2013 - Present
Watergun Outlaw Productions, Inc. May 2013 - Present
RWE Trading Americas April 2012 - May 2013
SolArc, Inc March 2008 - March 2012
UBS Investment Bank December 2006 - March 2008
Merrill Lynch April 2005 - November 2006
Dynegy Marketing & Trade August 2000 - April 2005
Dynegy Inc August 2000 - April 2005
Frontier Electronic Systems Corp 1997 - 2000
Skills
Accounting, Coal, Scheduling, Trading, Inventory Management, Logistics, Process Scheduler, Gas, Analysis, Strategy, Commodity Markets, Natural Gas, Forecasting, Contract Management, Risk Management, Marketing, Business Development, Management, Energy, Commodity
Education
Oklahoma State University 1995 — 2000
B.S, Finance
Northern Oklahoma College 1993 — 1995
A.S., Business Administration
Tonkawa High School 1990 — 1993
Merrill Lynch April 2015 - Present
BOK Financial December 2012 - April 2015
BOK Financial June 2009 - December 2012
BOK Financial July 2007 - June 2009
Skills
Strategic Planning, Finance, Six Sigma, Commercial Banking, Banking, Credit, Customer Service, Continuous Improvement, Process Improvement, Team Building, Leadership
Education
Oral Roberts University 1997 — 2000
BSc, Accounting
Merrill Lynch 2013 - January 2015
Williams & Williams 2011 - 2012
FDIC 2010 - 2011
Central National Bank of Enid 2007 - 2009
SpiritBank 2003 - 2007
Gold Bank 1999 - 2003
Bank of Oklahoma 1994 - 1999
First Union National Bank 1990 - 1994
Skills
Analysis, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Loans, Venture Capital, Financial Advisory, Real Estate Lending, Real Estate Development, Credit, Real Estate, Series 7, Series 66, Finance, Uniform Combined State..., Commercial Real Estate, Private Equity, Mergers & Acquisitions, Business Planning, Credit Risk, Portfolio Management, Capital Markets, Business Development, Loan Origination, Life Insurance, Health Insurance, Accident Insurance, Variable Annuities, Fixed Annuities, Risk Management, Asset Management, Commercial Mortgages, Valuation, Mortgage Lending, Investments, Underwriting, Financial Structuring, Due Diligence, Structured Finance, Small Business Lending, Financial Services, Strategic Financial..., Financial Modeling, Securities, Cash Management, Financial Risk, Asset Based Lending, Private Banking
Education
Oklahoma State University 1982 — 1987
Bachelor's Degree, Economics
Statesman Journal Media Group December 2014 - Present
KeyBank September 2012 - December 2013
VALIC March 2011 - September 2012
American Equity Mortgage August 2010 - March 2011
US Census April 2010 - August 2010
LPL April 2008 - July 2010
Banc of America Investments 2006 - 2008
Merrill Lynch 2004 - 2007
Skills
Leadership, Retirement Planning, Investments, Management, Mortgage Banking, Training, Mortgage Lending, Loans, Finance, Retirement, Small Business, Mutual Funds, Financial Advisory, Portfolio Management, Wealth Management, Customer Service, Insurance, Marketing, Sales
Education
Oregon State University 1999 — 2003
BS, Political Science, Business Admin
Marist High School 1995 — 1999
High School, High School Diploma
Valley Health December 2013 - Present
The Library Corporation April 2012 - December 2013
The Library Corporation December 2009 - December 2013
Merrill Lynch January 2009 - May 2009
Skills
SQL, Agile Methodologies, Data Analysis, Management, Kanban, Research, Databases, Business Analysis, Business Strategy, Agile Project Management, Team-oriented, Product Development, Microsoft Office, Public Speaking, Agile Methodolgy, Lean Six Sigma, Project Management, Agile Environment, Healthcare Analytics, Healthcare, Microsoft Excel, PowerPoint, Forecasting
Education
Shenandoah University 2011 — 2013
Master of Business Administration (M.B.A.)
Old Dominion University 2005 — 2009
Bachelor of Science in Business Administration, Finance/Economics
Hilti November 2014 - Present
The Home Depot June 2013 - November 2014
Blockbuster January 2012 - May 2013
Target May 2007 - January 2012
Fine Airport Parking August 2006 - November 2007
Merrill Lynch June 2007 - August 2007
Skills
Management, Inventory Control, Driving Results, Performance Management, Team Building, Competitive Intelligence, Sales, Training, Marketing, Team Leadership, Strategic Planning, Store Management
Education
Oral Roberts University 2006 — 2010
Bachelors of Science, Finance and Management, Cum Laude
J&P Builders, Inc. (Sec./Treas.) April 2013 - Present
J & P Builders, Inc. January 2008 - April 2013
First State August 2009 - September 2009
finance professional August 2007 - August 2009
Merrill Lynch February 2003 - August 2007
Merrill Lynch February 2003 - August 2007
Skills
Team Building, Analysis, Recruiting, Business Planning, Human Resources, Program Management, Marketing, Project Planning, Sales, Microsoft Office, Financial Analysis, Research, Employee Benefits, Project Management, Management, Process Improvement, Leadership, Risk Management, Strategy, Coaching, Business Analysis, Business Development, Budgets, Strategic Planning, Marketing Strategy, Marketing Research, Financial Market..., Corporate Finance, Legal Issues, Human Resource..., Legal Writing, Legal Research, Business Correspondence, Written & Oral..., Written Communication, Microsoft Excel, MS Project, Entrepreneurship, Leadership Development, Finance, Start-ups, Investments, Business Strategy, Customer Service
Education
Oklahoma State University 1999 — 2001
B.S., International Business, Business, Finance, & Marketing
Tulsa Community College 2011 — 2012
Certificate, Project Management
CPHS
Diploma, Business
Tulsa Community College 1998 — 1999
Associate’s Degree, Associate Degree - Business
Quadrant PHR 2012 - Present
Nueterra HR Solutions 2010 - 2012
PEO Staff One, Inc. 2007 - 2010
Strategic Advisors 2004 - 2007
Charles Schwab 1999 - 2004
Merrill Lynch 1998 - 1999
Education
Oklahoma State University
Master of Business Administration (MBA)
Oral Roberts University
Bachelor's Degree
Seattle Asset Management August 2013 - Present
Van Zile Investments April 2010 - July 2013
Oppenheimer & Co. July 1987 - April 2010
Merrill Lynch 1983 - 1987
Skills
Equities, Hedge Funds, Capital Markets, Investments, Alternative Investments, Equity Research, Series 7, Valuation, Investment Banking, Portfolio Management, Asset Management, Securities, Financial Modeling, Bloomberg, Fixed Income, Investment Advisory, Wealth Management..., Asset Allocation, Wealth Management
Education
Seattle University 1981 — 1983
MBA, Finance
Oregon State University 1973 — 1977
BS, Business, Engineering
Jesuit High School, Portland, OR 1969 — 1973
Dollar Tree Stores June 2015 - Present
PRA Group (Nasdaq: PRAA) July 2014 - June 2015
Portfolio Recovery Associates, Inc. September 2012 - July 2014
Navy Exchange Service Command May 2011 - August 2011
Merrill Lynch May 2010 - September 2010
Skills
Management, Financial Analysis, Managerial Finance, Analysis, Logistics, Leadership, Access, Risk Management, Data Analysis, Insurance, Process Improvement, Banking, Finance, Budgets, Accounting, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint
Education
Old Dominion University 2007 — 2012
Bachelor's degree, International Business/Finance
Princess Anne High School 2003 — 2007
Diploma, Business
Merrill Lynch February 2013 - Present
Stillwater National Bank December 2000 - February 2013
Stillwater National Bank December 2000 - February 2013
Skills
Microsoft Word, Accounting, Budgets, Banking, Commercial Banking, Commercial Lending, Cash Management, Credit, Credit Analysis, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Risk, Investments, Loans, Microsoft Excel, Microsoft Office, Outlook, Portfolio Management, Process Improvement, Risk Management, Securities, Small Business Lending, Strategic Planning, Tax, Team Building, Treasury Management, Wealth Management
Education
Oklahoma State University 1979 — 1982
MS, Accounting
U.S. Bank February 2015 - Present
The Retirement Consulting Group June 2014 - Present
U.S. Bank December 2013 - April 2014
Merrill Lynch June 2012 - August 2012
Mercy Corps Northwest January 2012 - June 2012
John Kitzhaber for Governor 2010 June 2010 - November 2010
Starbucks April 2006 - June 2007
Skills
Customer Service, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Business Analysis, Business Strategy, Marketing Material..., Digital Media, New Media, New Media Studies
Education
Oregon State University 2007 — 2010
Bachelor of Science (BS), Political Science and Government
Oregon State University 2007 — 2010
Political Science, Political Science and Government
Monroe & Keele PC October 2011 - Present
Legal Aid Services of Oklahoma August 2011 - Present
U.S. Census Bureau April 2010 - July 2010
Judge Deborah January 2009 - May 2009
Judge Linda Morrissey May 2008 - July 2008
Merrill Lynch June 2005 - December 2006
Scottrade, Inc February 2003 - June 2005
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Courts, Civil Rights Litigation, Personal Injury..., Appeals, Personal Injury, Wrongful Death, Torts, Civil Rights, Automobile Accidents, Motions, Pleadings, Hearings
Education
University of Tulsa 2006 — 2011
JD/MBA, JD/MBA
Oklahoma State University 2000 — 2004
Bachelors, Business Administration
Booker T. Washington High School 1997 — 2000
High School Diploma, Japanese Language and Literature
WealthTechs Inc March 2010 - Present
Lync.NET January 1995 - March 2010
Advent Software May 1989 - December 1994
Merrill Lynch January 1987 - December 1989
Skills
Start-ups, Investments, Investment Advisory, Asset Management, Customer Service, CRM, Portfolio Management, Series 7, Entrepreneurship, Marketing Strategy, Financial Modeling, Asset Managment, Software Development, Trading, SaaS, Wealth Management, Hedge Funds, Strategic Planning, Project Portfolio..., Finance, Investment Management, Series 63, Venture Capital
Education
Old Dominion University 1983 — 1987
BSBA, Finance
EMC January 2014 - Present
reQuire March 2008 - August 2013
Merrill Lynch May 2004 - April 2008
Boston Red Sox June 2000 - April 2003
Skills
Account Management, Sales Management, Lead Generation, Sales, Sales Presentations, Business Development, Cold Calling, Sales Process, Mortgage Lending, Leadership, Finance, Real Estate, Cloud Computing, B2B, Sales Operations
Education
Old Dominion University 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
Kennett High School
Southcross Energy January 2012 - Present
Southcross Energy May 2011 - January 2012
Rush Enterprises, Inc January 2011 - April 2011
Blueknight Energy Partners, LP May 2010 - July 2010
Merrill Lynch May 2007 - August 2007
Skills
Natural Gas, Petroleum, Energy Industry, Energy, Gas, Pipelines, Oil/Gas, Upstream, Forecasting, Financial Analysis, Contract Management, Contract Negotiation, Project Management, Microsoft Excel, Oil & Gas Industry, Due Diligence, Commodity Markets, Construction, Downstream Oil & Gas, Drilling, Inspection, Mergers & Acquisitions, Oilfield, Onshore, Power Generation, Procurement, Petroleum Engineering, Petrochemical, Oil, Oil & Gas
Education
Oklahoma State University 2007 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Trinity University 2005 — 2006
Bachelor of Science, Business Administration and Management, General
Campbell & Company June 2011 - Present
Merrill Lynch January 2007 - June 2011
Skills
Managed Futures, Commodities, Equities, FX, Bonds, Hedge Funds, Systematic, Statistical Arbitrage, Portfolio Management, Investments, Series 3, Series 7, Series 6, Series 63, Series 65, Mutual Funds, Asset Allocation, ETFs, Securities, Wealth Management, Uniform Combined State..., Alternative Investments
Education
Old Dominion University 1983 — 1987
Merrill Lynch December 2012 - Present
Education
Old Dominion University
Bachelor of Science
Virginia Tech
Watson Wyatt August 2008 - Present
Starry Eyed Music June 2008 - Present
Catalina Investment Partners January 2007 - Present
Smith Barney September 2007 - May 2008
Smith Barney May 2007 - September 2007
Merrill Lynch October 2005 - August 2006
Education
University of California, San Diego 2006 — 2009
BA, Economics
Orange Coast College 2004 — 2006
AA, Business
Merrill Lynch August 2007 - Present
Center for Creative Leadership 2012 - Present
United States Air Force June 1999 - August 2007
Education
University of the Rockies 2010 — 2015
PhD Candidate, Organizational Development and Leadership
University of West Florida - College of Business 2003 — 2004
Master of Business Administration (M.B.A.)
Oklahoma City University 2001 — 2002
Certificate, Financial Planning
United States Air Force Academy 1995 — 1999
Bachelor of Science, Double Major in Economics and Operations Research, Minor in Math
Robert E. Gustafson & Associates, LLC August 2007 - Present
Merrill Lynch October 1999 - August 2007
Atlantic Southeast Airlines November 1985 - October 1999
Skills
Marketing, Leadership, Strategic Planning, Small Business, Entrepreneurship, Social Media Marketing, Team Building, Public Speaking, Sales, Business Planning, Fundraising, Business Development, Start-ups, Management, Customer Service, Account Management, Social Networking, Budgets, Contract Negotiation, Microsoft Office, Real Estate, Salesforce.com, Social Media, New Business Development, Microsoft Excel, Microsoft Word, Training, Marketing Strategy, Negotiation, Business Strategy, Event Planning, Advertising, Sales Management, Online Marketing, Strategy, Risk Management, Selling, Strategic Partnerships, Mergers & Acquisitions, Executive Management, Management Consulting
Education
Oklahoma State University 1980 — 1984
Bachelor's degree, Biology (Pre-Medicine)
Sallisaw High School
OV Lifestyles, LLC February 2003 - Present
Merrill Lynch 1992 - 2002
Building Development Real Estate Firm 1972 - 1992
Skills
Real Estate, Construction Management, Construction, Condos, Investments, Investment Properties, Residential, Contract Negotiation, Home, Single Family Homes, Kitchen Remodeling, Bathroom Renovation, Residential Homes, Customer Service, Portfolio Management, Management, Entrepreneurship, Real Estate Development, Selling, Land Acquisition, Contractors, Commercial Real Estate, Luxury, Leases, Renovation, Property, Land Development, Real Estate Transactions, Brokerage, REO, Investors, Foreclosures
Education
University of Missouri-Kansas City 1969 — 1972
Graduate Studies
University of Missouri-Kansas City School of Law 1969 — 1971
Old Dominion University 1964 — 1969
BS, Political Science
Staunton Military Academy 1962 — 1964
Granby High School 1960 — 1964
Merrill Lynch June 2015 - Present
Paul Hastings May 2014 - May 2015
University of Southern California Gould School of Law September 2013 - May 2014
Michael J. Sundine -Facial Aesthetic-Cosmetic-Craniofacial Surgeon May 2011 - August 2013
Skills
Research, Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Talent Management, Microsoft Office, Leadership, Program Management, Statistics, Corporate Law, Marketing
Education
University of Southern California - Marshall School of Business 2013 — 2015
Bachelor of Science (B.S.), Business Administration
Orange Coast College
Apple 2007 - Present
Merrill Lynch November 2005 - January 2007
Magellan GPS May 2005 - November 2005
Skills
Financial Analysis, Cost Accounting, Management, Investments, Financial Accounting, Derivatives, Financial Engineering, Financial Modeling, Forecasting, Finance, Mergers, Sarbanes-Oxley Act, Investor Relations, SAP, Cross-functional Team..., Accounting, Competitive Analysis, Financial Reporting, Process Improvement, Business Analysis, Strategic Financial..., Corporate Finance, Team Leadership, Analysis, Start-ups, Managerial Finance, Risk Management, Business Process..., Business Planning, ERP, Executive Management, Strategy, Essbase, Revenue Recognition, Business Strategy, Internal Controls, Budgets, Due Diligence, Hyperion Enterprise, Product Management, Business Intelligence, MySQL, Leadership, Business Development, Procurement, Variance Analysis, Pricing, Team Building, Negotiation
Education
Oklahoma State University
MBA, Emphasis:Finance
University of Phoenix
Master of Science in Accountancy
M.G.M. College of Engineering
B.S, Engineering
MSCI Inc. September 2011 - Present
SST Software February 2009 - August 2010
Merrill Lynch June 2007 - December 2009
Skills
Unix, Analysis, C++, SDLC, Equities, Programming, Risk Management, Derivatives, SQL, Financial Services
Education
Oklahoma State University 2004 — 2007
MS, Statistics
Onstott and Assoc. 2006 - Present
Onstott and Associates 2006 - 2009
Merrill Lynch 2003 - 2006
Skills
Retirement, Financial Services, Retirement Planning, Investment Advisory, 401k Rollovers, Wealth Management, Investment Strategies, Equities, Portfolio Management, Fixed Annuities, Investments, Asset Management, Mutual Funds, Business Planning, Customer Service, Valuation, Strategic Financial..., Asset Managment, Asset Allocation, Series 7
Education
Oklahoma City University 1999 — 2003
BS in Business, Marketing
Keystone Capital Group LLC June 2006 - Present
Keystone Capital 2006 - Present
Pure Power Ventures 2014 - 2015
Pure Power Ventures 2014 - 2015
Energy Edge LLC 2007 - 2009
Morgan Stanley May 2002 - March 2004
Merrill Lynch January 2000 - March 2002
Skills
Investments, Due Diligence, Strategic Financial..., Asset Managment, Equities, Investment Strategies, Financial Modeling, Private Equity, Corporate Finance, Emerging Markets, Financial Structuring, Venture Capital, Portfolio Management, Finance, Valuation, Project Finance, Investment Banking, Capital Markets, Real Estate Development, Mortgage Lending, Hedge Funds, Financial Planners, Alternative Investments, Real Estate, Financial Analysis, Risk Management, Business Development, Banking, Estate Planning, Securities, Loans, Private Placements, Real Estate Economics, Funding, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Investment Management, Commercial Mortgages, Commercial Banking, Credit, Business Strategy, Business Planning, Asset Management, Joint Ventures, Real Estate Financing, Trading, Divestitures, Commercial Lending, Investment Advisory
Education
Portland State University 1986 — 1989
Microbiology & Molecular Genetics
Oral Roberts University 1983 — 1986
B.S., Biology & Chemistry
Louis E Dieruff 1977 — 1980
Science, Business
ProShare Advisors, LLC August 2011 - April 2013
Morgan Stanley Smith Barney August 2010 - August 2011
Citibank July 2008 - August 2010
Merrill Lynch August 2006 - July 2008
Education
Investment Banking Institute 2010 — 2010
Investment Banking
Oklahoma City University 2004 — 2006
MBA, Finance
University of Oklahoma 1999 — 2004
Customer First Consulting, LLC April 2015 - Present
Walter Reed National Military Medical Center October 2013 - December 2014
Walgreens January 2013 - June 2013
Citigroup March 2000 - September 2012
Parsippany Christian School September 1999 - July 2007
Merrill Lynch August 1997 - March 2000
AT&T June 1996 - July 1997
RAM Mobile Data November 1994 - June 1996
AT&T November 1993 - November 1994
Bell Communications Research August 1992 - November 1993
Skills
Network Management..., Linux System..., Solaris, SNMP, EMC SMARTS, TCP/IP, Syslog, FTP, TFTP, Servers, EMC Storage, Cisco Technologies, Red Hat Linux, Disaster Recovery, Unix, ITIL, Integration, Security, Networking, Network Administration, Shell Scripting, Network Architecture, Data Center, System Administration, Information Security, Information Technology, Network Design, Operating Systems, Linux, Hardware
Education
State University of New York College of Agriculture and Technology at Morrisville 1984 — 1986
AAS degree with Honors, Electrical Engineering Technology, 3.41
Onondaga Community College 1979 — 1982
AAS degree with Honors, Business Administration, 3.2
TransUnion July 2011 - Present
TransUnion January 2006 - July 2011
TransUnion April 2000 - January 2006
TransUnion July 1995 - April 2000
Proffitt's Inc. 1994 - 1995
Jackson Hewitt 1993 - 1994
Merrill Lynch June 1993 - September 1993
Skills
Credit, Analytics, Salesforce.com, New Business Development, Financial Services, Account Management, Solution Selling, Sales Management, Risk Management, Relationship Management, Customer Acquisition, Banking, Executive Management, Marketing, Management, CRM, Call Centers, Sales, Direct Marketing, SaaS, Credit Cards, Vendor Management, Strategy, Strategic Partnerships, Lead Generation, Outsourcing, Sales Process, Cross-functional Team..., Business Development, Business Analysis, Forecasting, Leadership, Product Management, Competitive Analysis, B2B, Selling, Sales Operations, Start-ups, Portfolio Management, P&L Management, Credit Risk, Customer Experience, Process Improvement, Customer Retention
Education
Old Dominion University 1989 — 1993
BS, Psychology and Marketing
Merrill Lynch July 2007 - November 2007
Suntrust banks, Inc October 2002 - June 2007
Williams Communications July 1999 - July 2001
Williams Information Services Corporation April 1997 - November 1999
Williams Information Services Corporation June 1989 - March 1997
Newport News Shipbuilding Corporation April 1985 - May 1989
City of Poquoson, VA March 1983 - April 1985
City of Knoxville, TN July 1982 - March 1983
Skills
Business Process..., Capacity Management, IBM Mainframe, Strategy, Troubleshooting, Mainframe, z/OS, DB2, ITIL, Program Management, Outsourcing, SOA, JCL, Software Documentation, Linux, Performance Tuning, Performance Analysis, Security, Servers, Websphere, Management, Analysis, Project Planning, AIX, SDLC, Enterprise Architecture
Education
University of Tennessee-Knoxville 1981 — 1983
Master of Public Administration (MPA)
Oklahoma State University
Bachelor of Science, Public Affairs and Administration
Oklahoma State University
Master of Science, Telecommunications Management
Wells Fargo Advisors, LLC May 2000 - Present
Merrill Lynch 1992 - 2000
Education
Oklahoma City University 1997 — 1999
Financial Planning
University of Oklahoma - Price College of Business 1987 — 1991
BS, Business
FINN Real Estate Denver December 2013 - Present
Packaging Store 1998 - 2000
Boston Market 1996 - 1998
TracyLocke 1991 - 1996
Water Event 1990 - 1991
Merrill Lynch 1988 - 1990
Skills
Short Sales, New Home Sales, Buyer Representation, First Time Home Buyers, Sellers, REO, Listings, Foreclosures, Relocation, Luxury, Condos, Single Family Homes, Investment Properties, Real Estate, Investors, Buyers, Referrals, Real Estate Transactions, Residential Homes, Selling
Education
Southern Methodist University 1991 — 1992
Graduate Marketing Certificate Program, International Business
Oral Roberts University 1985 — 1987
Bachelor of Science (BS), Marketing/Marketing Management, General
UBS Financial Services, Inc. August 2007 - Present
Merrill Lynch September 2005 - August 2007
Education
Old Dominion University 2003 — 2005
MBA, Finance
Old Dominion University - College of Business and Public Administration 1999 — 2003
BS, Business Administration and Management, General
Merrill Lynch November 2006 - Present
Skills
Investments, Portfolio Management, Financial Analysis, Wealth Management, Financial Planning, Retirement Planning, Banking, Mutual Funds, Risk Management, Equities
Education
Oregon State University 2001 — 2005
Bachelor of Science, Business: Finance w/ minor in Advanced Economics
Cantor Fitzgerald December 2013 - Present
TLC Technologies July 2006 - November 2013
Credit Suisse July 2009 - May 2011
Keystone Foods 2011 - 2011
Comcast Cable March 2009 - July 2009
Och-Ziff Capital Management April 2007 - January 2009
Merrill Lynch 2005 - 2006
Skills
Hyperion Planning, Essbase, Data Warehousing, OBIEE, Business Intelligence, Business Objects, OLAP, ETL, EPM, Informatica, Data Integration, Business Intelligence..., Dashboard, Data Modeling
Education
Oregon Health and Science University
MS, Computer Engineering
PSG College of Technology
Bachelor of Engineering, Computer Science
MetLife August 2005 - Present
Lennar October 2004 - August 2005
Sunoco April 2003 - July 2004
Williams Energy March 2001 - April 2003
Samson Resources January 1999 - March 2001
Merrill Lynch March 1996 - May 1998
Skills
Financial Reporting, Audit, Accounting, Financial Analysis, Insurance, Oil&Gas, XBRL, SEC reporting, Cash Flow, Account Management, HFM, Cognos, SEC filings, Sarbanes-Oxley Act, Auditing, Financial Accounting, GAAP, Sarbanes-Oxley, US GAAP, Finance, Internal Controls, Variance Analysis, General Ledger, Consolidation, Financial Planning
Education
Oral Roberts University 1996 — 1999
Bachelor of Science (B.S.), Finance, General, Magna Cum Laude
University of Tulsa 1995 — 1996
Bachelor of Science (B.S.), Russian Language and Literature
Merrill Lynch October 2008 - Present
Morgan Stanley Smith Barney March 2004 - October 2008
Education
Oklahoma State University 1985 — 1990
Ph.D, economics
Strayer University March 2010 - Present
Strayer University March 2008 - Present
Strayer University January 2009 - February 2010
Strayer University March 2008 - December 2008
Merrill Lynch April 2007 - March 2008
Merrill Lynch July 2003 - April 2006
Education
Strayer University 2006 — 2008
Old Dominion University
Bachelor of English, Journalism
Strayer University
Master of Education, Educational Management
Strayer University
Master of Business Administration, Human Resource Management
Merrill Lynch November 2010 - Present
Merrill Lynch October 2008 - November 2010
Edward Jones January 2007 - August 2008
Bank of America June 2005 - January 2007
Skills
Investments, Financial Services, Series 7, Wealth Management, Mutual Funds, Series 66, Investment Advisory, Finance, Retirement Planning, Securities, Series 63, Uniform Combined State..., Financial Advisory, Asset Allocation, Fixed Income, Equities, Insurance, ETFs, IRAs, SEP IRA, 401k Rollovers
Education
Oklahoma State University 2001 — 2005
Bachelor of Science, Economics
Merrill Lynch November 1997 - Present
Johnson Bank June 1994 - November 1997
Skills
Investment Management, Portfolio Optimization, Legacy Planning, Philanthopic Planning, Socially Responsible..., Public Speaking, Mutual Funds, Management, Investment Advisory, Investments, Series 7, Alternative Investments, Plannning, Asset Allocation, ETFs, Retirement Planning, Investment Strategies, Wealth Management, Retirement, IRAs, Series 65, 401k Rollovers, Certified Financial..., High Net Worth..., Trust Services, 401k, Uniform Combined State..., Equities, Series 63, Wealth Management...
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CIMA, Investment Management Analysis
CFP Board of Standards 2007 — 2009
CFP (R), Investments, Retirement, Estate, Tax Planning
Oral Roberts University 1985 — 1988
BA
Prudential Financial July 2013 - Present
Mercer February 2002 - July 2013
Mercer / Marsh McLennan 2002 - July 2013
Merrill Lynch October 1995 - December 2001
Transamerica Funds September 1994 - December 2001
Education
Oklahoma State University
BS, MBA, Accounting, Marketing
ONEOK April 2013 - Present
ONEOK June 2011 - April 2013
ONEOK June 2009 - June 2011
Merrill Lynch June 2008 - July 2008
Skills
Investments, Natural Gas, Energy Industry, Energy, Oil/Gas, Gas, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Auditing, Oil & Gas Industry, Financial Modeling, Analysis, Sarbanes-Oxley Act, Project Management, SharePoint, Risk Management, Financial Accounting
Education
Oklahoma State University 2011 — 2013
Master of Business Administration (MBA)
University of Oklahoma - Price College of Business 2005 — 2009
BBA, Finance
Strayer University November 2011 - Present
Strayer University November 2011 - Present
Strayer University March 2010 - November 2011
Strayer University March 2010 - November 2011
Strayer University January 2009 - February 2010
Strayer University March 2008 - December 2008
Merrill Lynch April 2007 - March 2008
INVESCO, Princeton July 2003 - April 2006
Education
2010Strayer University 2006 — 2010
Master of Business Administration, Human Resource Management
Strayer University 2006 — 2010
Master's, Business Administration
Old Dominion University
Bachelor of Arts, Journalism
2008Strayer University
Master of Education, Educational Management
Private Company April 2013 - Present
Safari Club International July 2013 - Present
Edward Jones October 2009 - April 2013
Avarus Ventures, LLC February 2009 - October 2009
FinAnalytica 2004 - February 2009
Boundary Layer Research March 2002 - August 2003
Merrill Lynch 1997 - 2002
Skills
Investments, Team Leadership, Business Valuation, Budgets, Business Development, Negotiation, Financial Transactions, CRM, Market Analysis, Documentations, Asset Managment, Equities, Asset Management
Education
Washington State University - College of Business and Economics 1994 — 1998
B.A. Business Administration, Pre-Medicine, Biology, Physics, Chemistry, Finance, Accounting, Marketing, Entrepreneurial Studies
Oregon State University
Pre-Medicine
Merrill Lynch April 2010 - Present
TD Ameritrade June 2009 - November 2009
Merrill Lynch January 1998 - January 2009
Merrill Lynch September 1997 - January 2009
Merrill Lynch 1977 - January 2009
Bank of America 2009 - 2009
Bank of America Merrill Lynch 1974 - 2009
Merrill Lynch October 1986 - August 1997
Merrill Lynch January 1986 - January 1997
Merrill Lynch January 1986 - October 1986
Education
Old Dominion University 1967 — 1971
BS., Social Sciences
NEC February 2014 - Present
LifeSize/VideoLink March 2011 - Present
VSGi January 2010 - March 2011
Apple Retail May 2008 - January 2009
Merrill Lynch May 2005 - August 2005
Skills
Sales Operations, Lead Generation, Account Management, Unified Communications, Sales Management, Cold Calling, Salesforce.com, Federal Government..., Client Development, Strategy, Telecommunications, Federal Procurement, Marketing Strategy, Networking, Market Penetration, B2B, Sales, Management, Federal Government, Federal Courts, Fortune 500 Client..., Solution Selling, New Market Penetration, Video, Telephony, Data..., Value-Added Reselling..., National/Regional/Local..., On-Site Solution..., Cloud-based IT..., Teaming/Subcontract..., GSA Schedule 58/70..., Customer Satisfaction, Direct Sales
Education
Old Dominion University 2002 — 2006
MARKETING, BUSINESS
West Potomac High Schoo 1998 — 2002
Luxury Motor Coach & Boat Storage January 2003 - Present
Citi November 2002 - January 2007
Merrill Lynch January 1995 - November 2002
Salomon Brothers January 1994 - January 1995
Skills
Customer Service, Public Speaking, Strategic Planning, Event Planning, Marketing, New Business Development, Team Building, Fundraising, Series 7, Microsoft Office, Sales, Budgets
Education
Oklahoma State University 1989 — 1993
Business, Marketing
Merrill Lynch 1979 - Present
Skills
Wealth Management, Financial Planning
Education
Oklahoma City University 1999 — 2002
(C.F.P.*), Financial Planning
Oklahoma City University 1973 — 1978
M.B.A., Marketing, Finance, Economics
Saint Louis University 1963 — 1967
B.A., Philosophy, Literature, History, Art
Merrill Lynch August 2005 - Present
Education
Oklahoma State University 2001 — 2005
Bachelors, Finance, Accounting
John Hancock Life Insurance Company (U.S.A.) August 2012 - Present
The Hartford February 2010 - August 2012
Merrill Lynch June 1999 - 2010
Skills
Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Series 63, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, Series 65, IRAs, CRPC, Investments, Series 7, Series 9, Series 10, Finance
Education
University of Louisiana at Lafayette 1996 — 1999
Bachlor of Arts, Public Relations/Marketing
Oregon State University 1993 — 1994
Forestry
Available for hire LTC Sales and Marketing ManagerCPS Insurance ServicesOctober 2008 - December 2014
MetLife February 2004 - October 2008
Merrill Lynch March 1994 - February 2004
Skills
Long Term Care, Insurance, Long-term Care, Disability Insurance, Fixed Annuities, Estate Planning, Long Term Care Insurance, Term Life Insurance, Life Insurance, Retirement, Retirement Planning, Series 6, Brokers, 401k, Health Insurance, Financial Planners
Education
OCC Paralegal Program 2008 — 2010
Paralegal/Law
Orange Coast College
Columbia University June 2002 - May 2013
Morgan Stanley Smith Barney June 1998 - April 2001
Merrill Lynch December 1994 - March 1998
Thomson Reuters August 1993 - December 1994
Novell Inc April 1992 - August 1993
Telerate Systems, Inc December 1990 - March 1992
Poqet Computer Corporation August 1986 - November 1990
Self Employed January 1980 - January 1990
Knowledge Access International April 1985 - July 1986
Skills
Perl, Unix, Databases, Shell Scripting, Linux, Solaris, SQL, Java, MySQL, Architecture, BSD, Sybase, C++, Glue Code, Data Conversion
Education
Oregon State University
B.S., Engineering/Physics
GlowwithAngela.com January 2014 - Present
Damuth Trane November 2007 - May 2013
RILEEN Innovative Technologies, Inc. February 2006 - November 2007
AMSEC LLC 2005 - 2006
Merrill Lynch March 2004 - August 2004
Skills
Financial Analysis, Mindfulness Meditation, Mindfulness-based..., Mindfulness Based..., Leadership, Analysis, Budgets, Process Improvement, Financial Reporting, Accounting, Cost Accounting, Strategy, Team Building, Strategic Planning, Strategic Financial..., Business Planning, Managerial Finance, Contract Management, Employee Benefits, Training, Financial Modeling, Social Media Marketing, Personal Development, Risk Management, Problem Solving, Blogger, Yoga, Lifestyle Coaching, Marketing Strategy, Personal Branding, Personal Finance, Healthcare Industry, Healthcare Consulting, Real Estate Financing, Financial Advisory, Life Coaching, Coaching, Weight Loss Coaching, Healthy Lifestyles, Ayurveda, Neuroplasticity, Energy Healing, Budgeting
Education
Institute of Integrative Nutrition 2012 — 2013
Holistic Health Coach, Holistic Health
Old Dominion University 2002 — 2005
BSBA, Finance
Charles Schwab January 2015 - Present
Merrill Lynch December 2013 - January 2015
P3S Corporation December 2011 - April 2013
ITT Exelis May 2010 - December 2011
Lowe's May 2002 - February 2008
Food Lion May 1998 - May 2002
Food Lion December 1995 - May 1998
Skills
Business Development, Government Contracting, Proposal Writing, Cross-functional Team..., Project Management, Project Planning, Team Building, Training, Program Management, Budgets, Interviews, Risk Assessment, Personnel Management, Strategic Planning, Management, Financial Management...
Education
Old Dominion University
Bachelor of Science (BS), Business Administration and Management, General
Four Seasons Hotels and Resorts April 2015 - Present
ADP January 2008 - July 2009
Merrill Lynch February 2005 - January 2008
Morgan Stanley January 2001 - January 2003
Skills
Entrepreneurship, Team Building, Team Leadership, Marketing, Strategic Planning, Customer Service, Social Media, Social Media Marketing, New Business Development, Coaching, Sales Management, Management, Sales, Event Management, Event Planning, Public Speaking, Investments, Leadership, Interior Design, Contractor Management, Business Development, Business Planning, Retirement Planning, Financial Services, Wealth Management, Microsoft Office, Marketing Strategy, Public Relations, Finance, Budgets, Negotiation, Social Networking, Contract Negotiation, Financial Analysis, Mutual Funds
Education
Oral Roberts University 1996 — 2000
Bachelors of Science, Business Management
Oral Roberts University 1996 — 2000
Bachelors of Science, Business, Management, Marketing, and Related Support Services
Morton Comprehensive Health Services, Inc. January 2011 - Present
Magna Home Healthcare Inc. June 2010 - January 2011
McGhee & Associates October 2009 - May 2010
Merrill Lynch June 2005 - September 2008
Deltec Bank & Trust July 2001 - August 2003
MeesPierson Fund Services July 1995 - July 2001
PwC (formerly Coopers & Lybrand) January 1991 - April 1995
Skills
Tax Preparation, Tax Returns, Income Tax, S Corporations, Partnership Taxation, Tax, Corporate Tax, Sales Tax, Bookkeeping, QuickBooks, Accounting, IRS, Compilation, Financial Reporting, GAAP, General Ledger, Tax Research, CPA, Tax Accounting, Financial Accounting
Education
Oral Roberts University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Windsor 1987 — 1990
Bachelor of Commerce (B.Com.), Accounting and Finance
ExxonMobil September 2012 - Present
Penn State Small Business Development Center August 2011 - May 2012
Smeal College of Business, Penn State August 2010 - May 2012
ExxonMobil June 2011 - August 2011
CACI International Inc July 2007 - January 2011
Merrill Lynch 2006 - 2007
Skills
Data Analysis, Analysis, Project Management, Strategic Planning, Financial Analysis, Program Management, Leadership, Forecasting, Finance, Financial Modeling, Management, Business Analysis, Project Planning, Competitive Analysis, Microsoft Excel, Strategy, Business Process..., Consulting, Market Research, Team Leadership, Budgets, Financial Reporting, Corporate Finance, PowerPoint, Management Consulting, Research, Public Speaking, PowerPivot, Microsoft Word, Access, SharePoint, Cross-functional Team..., Process Improvement
Education
Penn State University 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Strategic Leadership
Old Dominion University 2003 — 2007
BSBA, Finance & Management
Approved FINRA Arbitrator October 2012 - Present
Approved, FINRA Dispute Resolution Arbitrator December 2009 - Present
Merrill Lynch May 1980 - March 2003
Skills
Previous Securities..., Investments, Financial Markets, Strategic Planning, Banking, Economics, Customer Service, Financial Analysis, Finance, Portfolio Management, Microsoft Office, Project Management, Risk Management
Education
Oral Roberts University 1976 — 1980
Bachelor's degree, Business Administration
Old Dominion University August 2014 - Present
Christopher Newport University July 2014 - Present
Merrill Lynch May 2013 - Present
CSU Monterey Bay August 2013 - January 2014
UC Santa Cruz January 2013 - March 2013
Old Dominion University January 2012 - December 2012
Skills
Higher Education, Military Psychology, Public Speaking, Interpersonal..., Creative Writing, Editing, Microsoft Office, Psychology
Education
Old Dominion University 2008 — 2013
M.A. Lifespan and Digital Communication, Communication and Military Psychology, 3.9
Commodity Supply Solutions March 2011 - Present
Mars Chocolate North America January 1992 - November 2010
Mars Chocolate North America January 1982 - December 1991
General Foods June 1980 - January 1982
Merrill Lynch January 1979 - June 1980
Skills
Supply Chain Management, Negotiation, Commodity, Sourcing, Cross-functional Team..., Risk Management, Purchasing
Education
Oklahoma State University 1972 — 1978
BS, MS, Agricultrual Economics / Marketing
DA Davidson & Co July 2003 - January 2009
Pacific Crest Securities September 1990 - September 2000
Merrill Lynch August 1986 - August 1990
Skills
Investments, Trading, Portfolio Management, Equities, Alternative Investments
Education
Oregon State University
MBA
The George Washington University
BA
Merrill Lynch January 1998 - Present
Skills
Series 7, Wealth Management
Education
Old Dominion University
Bachelor of Business Administration (B.B.A.), Finance, General
Legend Financial Advisory,LLC March 2003 - Present
Merrill Lynch January 1999 - January 2011
MetLife January 2001 - March 2003
Taiwan Hsin Chu Science Park January 1995 - January 1999
AT&T January 1991 - January 1995
Skills
Enterprise Auditing, Business Succession..., Business retirement...
Education
Oklahoma City University 1987 — 1990
MBA, Business Graduate School
William Howard Taft Law School
SAIC September 2013 - Present
ManTech October 2010 - September 2013
Merrill Lynch August 2008 - January 2009
Skills
Government Contracting, DoD, Program Management, Process Improvement, Analysis, Financial Analysis, Risk Management, Financial Reporting, PPBE, Aquisition, Defense, Military Operations, Operational Planning, Security Clearance
Education
Old Dominion University 2006 — 2009
Bachelor of Science (BS), Finance