Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Will Bowers Will Bowers Oklahoma City, Oklahoma Area Details
Will Bowers's Merrill Lynch Experience 2014 - March 2015
Job Financial Professional
Industry Financial Services
Experience
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

Sonja Quinton Snider Sonja Quinton Snider Oklahoma City, Oklahoma Details
Sonja Quinton Snider's Merrill Lynch Experience March 2014 - Present
Job Client Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch   March 2014 - Present

Education
Oklahoma City Community College
Associate's Degree, Business

Brandy Springer Brandy Springer Little Rock, Arkansas Details
Brandy Springer's Merrill Lynch Experience September 1996 - March 2004
Job Senior Wealth Strategy Associate Winburn Financial Group at UBS Financial Services Inc.
Industry Financial Services
Experience
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

Huma Haque Huma Haque Vienna, Virginia Details
Huma Haque's Merrill Lynch Experience March 2010 - June 2011
Job Senior Account Manager/Licensed Consultant and Producer at The DeChristopher Group & Preferred Insurance
Industry Insurance
Experience
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

Brandon Robinson Brandon Robinson Dallas, Texas Details
Brandon Robinson's Merrill Lynch Experience November 2003 - October 2008
Job Specialized Investment Services at USAA
Industry Financial Services
Experience
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

Edgar Magana Edgar Magana Costa Mesa, California Details
Edgar Magana's Merrill Lynch Experience January 2005 - May 2008
Job Underwriter at Nationstar Mortgage dba Greenlight Loans
Industry Financial Services
Experience
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

Seth Saunders Seth Saunders Newport Beach, California Details
Seth Saunders's Merrill Lynch Experience April 2002 - September 2007
Job Sr. Mortgage Banker at Banc of California
Industry Financial Services
Experience
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

Jeff McElroy CFP® Jeff McElroy CFP® Oklahoma City, Oklahoma Details
Jeff McElroy CFP®'s Merrill Lynch Experience June 1995 - October 2000
Job VP | Regional Investment Officer at Arvest Bank
Industry Financial Services
Experience
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

Geoff Danek Geoff Danek Greater Denver Area Details
Geoff Danek's Merrill Lynch Experience 1995 - 1999
Job Credit & Risk Management Professional
Industry Financial Services
Experience
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

Morgan Kennedy Morgan Kennedy Tuscaloosa, Alabama Details
Morgan Kennedy's Merrill Lynch Experience January 2014 - May 2014
Job Assistant Women's Soccer Coach at The University of Alabama
Industry Sports
Experience
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

Shawna Coleman Shawna Coleman Dallas/Fort Worth Area Details
Shawna Coleman's Merrill Lynch Experience October 2011 - April 2012
Job Sr. Recruiting Consultant at The Delta Companies
Industry Public Relations and Communications
Experience
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

Devie Smith Devie Smith Maywood, Illinois Details
Devie Smith's Merrill Lynch Experience April 2005 - June 2008
Job Accounting Manager at The Jacobson Group
Industry Staffing and Recruiting
Experience
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

Sara Skipper Sara Skipper Tulsa, Oklahoma Area Details
Sara Skipper's Merrill Lynch Experience December 2006 - December 2008
Job Senior Financial Advisor
Industry Financial Services
Experience
Bank of Oklahoma  February 2009 - Present
Merrill Lynch   December 2006 - December 2008

Education
Oklahoma State University   2000 — 2004
BS, Finance

Brayden Buck Brayden Buck Oklahoma City, Oklahoma Details
Brayden Buck's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present

Education
Oklahoma State University   2006 — 2010
Bachelor's degree, Marketing and Finance

Christopher Hatfield Christopher Hatfield Portland, Oregon Area Details
Christopher Hatfield's Merrill Lynch Experience May 2011 - October 2013
Job Wealth Advisor at TRUE Private Wealth Advisors
Industry Financial Services
Experience
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

Paul Bayer, CMA Paul Bayer, CMA Peoria, Illinois Details
Paul Bayer, CMA's Merrill Lynch Experience May 2007 - August 2007
Job Staff Accountant II Legal Entity at Caterpillar Inc.
Industry Machinery
Experience
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

Ashton Collier Ashton Collier Tulsa, Oklahoma Details
Ashton Collier's Merrill Lynch Experience July 2015 - Present
Job Finance Intern at Merrill Lynch
Industry Financial Services
Experience
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

Michael Clancy CDFA Michael Clancy CDFA Portland, Oregon Area Details
Michael Clancy CDFA's Merrill Lynch Experience February 2008 - June 2012
Job Vice President Wealth Advisor, Retirement & Social Security Planner.
Industry Financial Services
Experience
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

Brian Machamer Brian Machamer Norfolk, Virginia Area Details
Brian Machamer's Merrill Lynch Experience February 1997 - December 2000
Job A Smarter Way to Invest
Industry Investment Management
Experience
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

Tom Doughty Tom Doughty Newport Beach, California Details
Tom Doughty's Merrill Lynch Experience July 1993 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
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)

Nick Swihart Nick Swihart San Diego, California Details
Nick Swihart's Merrill Lynch Experience June 2004 - August 2005
Job VP Business Development
Industry Computer Software
Experience
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

Giancarlo Maniaci Giancarlo Maniaci Orange County, California Area Details
Giancarlo Maniaci's Merrill Lynch Experience September 2001 - May 2002
Job Entrepreneur, Investor and Father
Industry Marketing and Advertising
Experience
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

Angela Bernal Angela Bernal Orange County, California Area Details
Angela Bernal's Merrill Lynch Experience June 1999 - August 1999
Job International Customer Service Export at Spectrum Brands
Industry Logistics and Supply Chain
Experience
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

Rosalie (Rosi) Evans-Krol Rosalie (Rosi) Evans-Krol Davison, Michigan Details
Rosalie (Rosi) Evans-Krol's Merrill Lynch Experience
Job Registered Sr. Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Larry Sock Larry Sock Lincoln, Nebraska Area Details
Larry Sock's Merrill Lynch Experience January 1982 - February 2009
Job Financial Advisor, Vice PresidentWealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
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

Mark Goudge Mark Goudge Dana Point, California Details
Mark Goudge's Merrill Lynch Experience June 1991 - July 1999
Job Corporate Real Estate Benefit Programs
Industry Banking
Experience
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

Bryce Wadley Bryce Wadley Tulsa, Oklahoma Details
Bryce Wadley's Merrill Lynch Experience May 2011 - August 2012
Job Graduate Assistant at University of Tulsa
Industry Education Management
Experience
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

Kevin P. Furey Kevin P. Furey Virginia Beach, Virginia Details
Kevin P. Furey's Merrill Lynch Experience December 1999 - Present
Job Resident Director and Financial Advisor @ Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   December 1999 - Present

Education
Old Dominion University   1994 — 1998
BS, Business Administration, Emphasis in International Business

Adam Wade Adam Wade Colorado Springs, Colorado Area Details
Adam Wade's Merrill Lynch Experience June 2011 - May 2014
Job Financial Advisor at Integrated Financial Wellness, LLC
Industry Financial Services
Experience
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

Colin Bent LUTCF Colin Bent LUTCF Tulsa, Oklahoma Area Details
Colin Bent LUTCF's Merrill Lynch Experience October 1978 - February 1983
Job Colin Bent Insurance Agency LLC
Industry Insurance
Experience
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

Collin Tuohy Collin Tuohy Stillwater, Oklahoma Details
Collin Tuohy's Merrill Lynch Experience August 2013 - August 2013
Job Student at Oklahoma State University
Industry Financial Services
Experience
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

Walter Marney Walter Marney Tulsa, Oklahoma Details
Walter Marney's Merrill Lynch Experience March 2012 - December 2013
Job Real Estate Investor
Industry Financial Services
Experience
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

Carter Cowan, AIF CRPS Carter Cowan, AIF CRPS Tulsa, Oklahoma Area Details
Carter Cowan, AIF CRPS's Merrill Lynch Experience January 2005 - May 2008
Job Accredited Investment Fiduciary, Chartered Retirement Plans Specialist, Financial Advisor at Northstar Wealth Management
Industry Financial Services
Experience
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

Michelle Schrenk Michelle Schrenk Washington D.C. Metro Area Details
Michelle Schrenk's Merrill Lynch Experience October 2012 - March 2014
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
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

Brady Ayala Brady Ayala Oklahoma City, Oklahoma Area Details
Brady Ayala's Merrill Lynch Experience 2008 - 2009
Job Employee Benefits Consultant at NFP Oklahoma
Industry Insurance
Experience
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

Terry Bush Terry Bush Panama City, Florida Area Details
Terry Bush's Merrill Lynch Experience September 2007 - December 2008
Job Territory Development Manager at Office Depot
Industry Consumer Services
Experience
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

Brian Cochran Brian Cochran Portland, Oregon Area Details
Brian Cochran's Merrill Lynch Experience April 1986 - October 1988
Job Loan Officer at HomeStreet Bank
Industry Banking
Experience
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

Judi Beard-Strubing Judi Beard-Strubing Eugene, Oregon Area Details
Judi Beard-Strubing's Merrill Lynch Experience December 1984 - February 2008
Job New Generations Chair, District 5110
Industry Nonprofit Organization Management
Experience
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

Nicole Tonnessen Nicole Tonnessen Greater New York City Area Details
Nicole Tonnessen's Merrill Lynch Experience June 2001 - April 2003
Job District Manager at Target
Industry Retail
Experience
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

David Nethery David Nethery Dallas, Texas Details
David Nethery's Merrill Lynch Experience September 1991 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
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

Alfanise Hughes Alfanise Hughes Jacksonville, Florida Area Details
Alfanise Hughes's Merrill Lynch Experience May 2012 - March 2013
Job Policy & Procedure Intake Project Manager/Change Management at JPMorgan Chase
Industry Financial Services
Experience
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

Carter Hanckel Carter Hanckel Raleigh-Durham, North Carolina Area Details
Carter Hanckel's Merrill Lynch Experience December 1997 - August 2000
Job VP at Tego Data Systems
Industry Information Technology and Services
Experience
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

Shawn McPhie Shawn McPhie Aliso Viejo, California Details
Shawn McPhie's Merrill Lynch Experience January 2011 - May 2011
Job Recruiting Consultant at TRS Staffing Solutions, Engineering Recruitment Specialists
Industry Staffing and Recruiting
Experience
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

Judith Hinch Judith Hinch Chesapeake, Virginia Details
Judith Hinch's Merrill Lynch Experience 1985 - 1988
Job Grad Student and Research Assistant at Old Dominion University
Industry Chemicals
Experience
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

Ray Horvath Ray Horvath Houston, Texas Area Details
Ray Horvath's Merrill Lynch Experience July 2008 - August 2011
Job Business Owner at Awesome Pawz Pet Care LLC
Industry Consumer Services
Experience
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

Sharon O'Loughlin Sharon O'Loughlin Tampa/St. Petersburg, Florida Area Details
Sharon O'Loughlin's Merrill Lynch Experience February 1990 - June 1995
Job Retired
Industry Information Technology and Services
Experience
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

Addiel Lora Addiel Lora Greater New York City Area Details
Addiel Lora's Merrill Lynch Experience 2005 - 2008
Job Associate at Jefferies & Company
Industry Financial Services
Experience
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

Maryanne Moyers Maryanne Moyers Woodbridge, Virginia Details
Maryanne Moyers's Merrill Lynch Experience September 1988 - April 1990
Job Sales Manager Woodbridge/Prince William Parkway Office
Industry Real Estate
Experience
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

Gail Harris, CFP® CIMA® Gail Harris, CFP® CIMA® New York, New York Details
Gail Harris, CFP® CIMA®'s Merrill Lynch Experience 1996 - 2006
Job Wealth Management
Industry Financial Services
Experience
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

Bruce Cramer Bruce Cramer Portland, Oregon Area Details
Bruce Cramer's Merrill Lynch Experience June 1977 - October 1981
Job Securities Litigation Consultant/Expert Witness at Bates Group LLC
Industry Financial Services
Experience
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

Amanda Forman Amanda Forman Tulsa, Oklahoma Area Details
Amanda Forman's Merrill Lynch Experience January 2006 - May 2007
Job Combustion Equipment, Process Controls, and Instrumentation
Industry Oil & Energy
Experience
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

William Kwak William Kwak Cypress, California Details
William Kwak's Merrill Lynch Experience August 2011 - March 2012
Job Senior Research Associate at Nathan Associates
Industry Research
Experience
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

Daniel Frank, CIMA® Daniel Frank, CIMA® Kansas City, Missouri Area Details
Daniel Frank, CIMA®'s Merrill Lynch Experience 1987 - 1990
Job Vice President, Advisor Consultant at BlackRock
Industry Financial Services
Experience
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

Brian Pennell Brian Pennell Virginia Beach, Virginia Details
Brian Pennell's Merrill Lynch Experience January 1991 - October 2011
Job Blue Ocean Wealth Advisors of Raymond James
Industry Financial Services
Experience
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

Samara Terrill, MBA Samara Terrill, MBA Oklahoma City, Oklahoma Area Details
Samara Terrill, MBA's Merrill Lynch Experience May 2012 - April 2013
Job Experienced Operations Manager
Industry Logistics and Supply Chain
Experience
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

E. Robin Landry E. Robin Landry Shawnee, Oklahoma Details
E. Robin Landry's Merrill Lynch Experience September 1975 - February 1979
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Investment Management
Experience
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

Kathryn Gill Drew CDFA™, CFP® Kathryn Gill Drew CDFA™, CFP® Greater Boston Area Details
Kathryn Gill Drew CDFA™, CFP®'s Merrill Lynch Experience October 1996 - Present
Job Vice President, Wealth Management Advisor
Industry Financial Services
Experience
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

Glenn A Harding Glenn A Harding Syracuse, New York Area Details
Glenn A Harding's Merrill Lynch Experience August 2011 - June 2013
Job Value Added Partners
Industry Management Consulting
Experience
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

Taylor Youmans Taylor Youmans Norfolk, Virginia Details
Taylor Youmans's Merrill Lynch Experience May 2011 - August 2015
Job Financial Advisor at UBS Financial
Industry Financial Services
Experience
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

Amber Bowser Amber Bowser Smithfield, Virginia Details
Amber Bowser's Merrill Lynch Experience September 2012 - December 2012
Job Marketing Accounting Coordinator Money & Marketing: The Possibilities are Endless.
Industry Wholesale
Experience
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

Prakash Subramaniam, MBA, CPM Prakash Subramaniam, MBA, CPM Tulsa, Oklahoma Details
Prakash Subramaniam, MBA, CPM's Merrill Lynch Experience May 1994 - August 1994
Job Assistant Vice President Portfolio Manager
Industry Investment Management
Experience
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

Alisha Bassim, MBA Alisha Bassim, MBA Los Angeles, California Details
Alisha Bassim, MBA's Merrill Lynch Experience 2006 - 2006
Job Entrepreneur, US Army Aviator, avid tea drinker
Industry Marketing and Advertising
Experience
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

Robert A. Pasionek Energy | Technology | CEO Robert A. Pasionek Energy | Technology | CEO Phoenix, Arizona Area Details
Robert A. Pasionek Energy | Technology | CEO's Merrill Lynch Experience 2004 - 2006
Job Strategy & Innovation for Energy,Technology, Cyber Security | Technology Attorney | COO | JD & MBA
Industry Oil & Energy
Experience
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

Nick Wu Nick Wu Oklahoma City, Oklahoma Area Details
Nick Wu's Merrill Lynch Experience August 2007 - Present
Job First Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Ryan Eslicker, MBA Ryan Eslicker, MBA Houston, Texas Area Details
Ryan Eslicker, MBA's Merrill Lynch Experience May 2006 - August 2006
Job Senior Associate, Energy Advisory PwC
Industry Oil & Energy
Experience
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

James Westermeyer James Westermeyer San Ramon, California Details
James Westermeyer's Merrill Lynch Experience 1990 - 1997
Job Private Wealth Advisor Providing a Holistic, Customized Approach to Help Meet Your Personal Goals and Objectives
Industry Financial Services
Experience
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

Troy Teyema Troy Teyema Portland, Oregon Area Details
Troy Teyema's Merrill Lynch Experience November 2005 - January 2010
Job Manager Infrastructure Service Delivery at Conway Enterprise Services
Industry Financial Services
Experience
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
Bachelor’s Degree, Industrial Mgmt (Engineering & Business)

Billy W Allen, Billy W Allen, Rogers, Arkansas Details
Billy W Allen,'s Merrill Lynch Experience September 2012 - January 2015
Job Financial Advisor
Industry Financial Services
Experience
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

Kevin Shockey Kevin Shockey Columbus, Ohio Area Details
Kevin Shockey's Merrill Lynch Experience January 2010 - May 2010
Job Account Executive at ThisWeek Community Newspapers
Industry Marketing and Advertising
Experience
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

Courtney Giordano Courtney Giordano Portland, Oregon Area Details
Courtney Giordano's Merrill Lynch Experience August 2005 - August 2007
Job Acupuncturist at Elemental Medicine, LLC
Industry Alternative Medicine
Experience
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

Alex Seleznev, MBA, CFP® Alex Seleznev, MBA, CFP® Bethesda, Maryland Details
Alex Seleznev, MBA, CFP®'s Merrill Lynch Experience August 2009 - December 2009
Job Senior Investment Adviser at May Barnhard Investments, LLC (MBI)
Industry Investment Management
Experience
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

Erik Beck Erik Beck Greater Atlanta Area Details
Erik Beck's Merrill Lynch Experience October 2010 - March 2013
Job Vice President at Beck Bode Wealth Management, LLC
Industry Financial Services
Experience
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

frederic golden frederic golden Sarasota, Florida Details
frederic golden's Merrill Lynch Experience December 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2006 - Present

Education
Old Dominion University   2001 — 2004
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services

James E. Oxford James E. Oxford New York, New York Details
James E. Oxford's Merrill Lynch Experience April 2005 - November 2006
Job President at Oxford Commodity Consulting, Inc.
Industry Oil & Energy
Experience
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

Regan Steyl Regan Steyl Tulsa, Oklahoma Area Details
Regan Steyl's Merrill Lynch Experience April 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
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

Scott Janzen Scott Janzen Tulsa, Oklahoma Details
Scott Janzen's Merrill Lynch Experience 2013 - January 2015
Job Corporate Finance Supervisor Wholesale Credit at Verizon
Industry Financial Services
Experience
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

Curtis Merrill Curtis Merrill Salem, Oregon Details
Curtis Merrill's Merrill Lynch Experience 2004 - 2007
Job Advertising Executive
Industry Marketing and Advertising
Experience
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

Steve Levy, MBA Steve Levy, MBA Winchester, Virginia Details
Steve Levy, MBA's Merrill Lynch Experience January 2009 - May 2009
Job Manager of Business Development at Valley Health
Industry Libraries
Experience
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

Joylina Distel Joylina Distel Tulsa, Oklahoma Area Details
Joylina Distel's Merrill Lynch Experience June 2007 - August 2007
Job Inside Sales Specialist
Industry Construction
Experience
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

Paula Patterson, CAPM Paula Patterson, CAPM Tulsa, Oklahoma Area Details
Paula Patterson, CAPM's Merrill Lynch Experience February 2003 - August 2007
Job Certified Associate in Project Management (CAPM) International Business, Finance, Marketing
Industry Financial Services
Experience
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

Curt Matlach, MBA Curt Matlach, MBA Tulsa, Oklahoma Area Details
Curt Matlach, MBA's Merrill Lynch Experience 1998 - 1999
Job President at Quadrant PHR
Industry Human Resources
Experience
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

David Van Zile David Van Zile Seattle, Washington Details
David Van Zile's Merrill Lynch Experience 1983 - 1987
Job Partner at Seattle Asset Management seattleasset.com
Industry Investment Management
Experience
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

Momchil Minchev Momchil Minchev Virginia Beach, Virginia Details
Momchil Minchev's Merrill Lynch Experience May 2010 - September 2010
Job Business Operations Analyst at Dollar Tree Stores
Industry Financial Services
Experience
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

Robin Byford Robin Byford Oklahoma City, Oklahoma Area Details
Robin Byford's Merrill Lynch Experience February 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Chris Isles Chris Isles Wilsonville, Oregon Details
Chris Isles's Merrill Lynch Experience June 2012 - August 2012
Job Collector at U.S. Bank
Industry Financial Services
Experience
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

Kirsten Palfreyman Kirsten Palfreyman Tulsa, Oklahoma Area Details
Kirsten Palfreyman's Merrill Lynch Experience June 2005 - December 2006
Job Associate Attorney
Industry Law Practice
Experience
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

Chris Casey Chris Casey Encinitas, California Details
Chris Casey's Merrill Lynch Experience January 1987 - December 1989
Job CEO at WealthTechs Inc
Industry Information Technology and Services
Experience
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

Joe Troilo Joe Troilo Greater Philadelphia Area Details
Joe Troilo's Merrill Lynch Experience May 2004 - April 2008
Job Territory Sales Manager at EMC
Industry Information Technology and Services
Experience
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

Johnnie Cockrell Johnnie Cockrell Houston, Texas Details
Johnnie Cockrell's Merrill Lynch Experience May 2007 - August 2007
Job Natural Gas Liquids Scheduler/Marketing Representative at Southcross Energy
Industry Oil & Energy
Experience
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

Cory Cuje Cory Cuje Richmond, Virginia Area Details
Cory Cuje's Merrill Lynch Experience January 2007 - June 2011
Job Vice PresidentRegional Sales at Campbell & Company
Industry Financial Services
Experience
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

Morgan Blaine Pearsall II Morgan Blaine Pearsall II Washington D.C. Metro Area Details
Morgan Blaine Pearsall II's Merrill Lynch Experience December 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2012 - Present

Education
Old Dominion University
Bachelor of Science

Virginia Tech

Don Rafiean Don Rafiean Greater San Diego Area Details
Don Rafiean's Merrill Lynch Experience October 2005 - August 2006
Job Client Service Representative, Watson Wyatt
Industry Management Consulting
Experience
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

Ryan Harris, CFP® Ryan Harris, CFP® Colorado Springs, Colorado Details
Ryan Harris, CFP®'s Merrill Lynch Experience August 2007 - Present
Job Wealth Management Advisor and Executive Coach
Industry Financial Services
Experience
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 Robert E Gustafson United States Details
Robert E Gustafson's Merrill Lynch Experience October 1999 - August 2007
Job President at Robert E. Gustafson & Associates, LLC
Industry Research
Experience
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

Arnold Salasky Arnold Salasky Virginia Beach, Virginia Details
Arnold Salasky's Merrill Lynch Experience 1992 - 2002
Job Arn Salasky *BuildingDevelopment T/A OV Lifestyles, LLC
Industry Construction
Experience
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

Candace Sundine Candace Sundine Greater Los Angeles Area Details
Candace Sundine's Merrill Lynch Experience June 2015 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Arvind Velichety Arvind Velichety San Francisco Bay Area Details
Arvind Velichety's Merrill Lynch Experience November 2005 - January 2007
Job Finance Manager
Industry Consumer Electronics
Experience
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

Aiwu Zhang Aiwu Zhang Norman, Oklahoma Details
Aiwu Zhang's Merrill Lynch Experience June 2007 - December 2009
Job Sr. Associate at MSCI
Industry Financial Services
Experience
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

Doug Claycomb Doug Claycomb Oklahoma City, Oklahoma Area Details
Doug Claycomb's Merrill Lynch Experience 2003 - 2006
Job Independent Financial Advisor at Onstott and Assoc.
Industry Financial Services
Experience
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

David Barchini David Barchini Portland, Oregon Area Details
David Barchini's Merrill Lynch Experience January 2000 - March 2002
Job Owner, Limited Liability Company
Industry Banking
Experience
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

Josh Monk Josh Monk Washington D.C. Metro Area Details
Josh Monk's Merrill Lynch Experience August 2006 - July 2008
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
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

K Daniel Button K Daniel Button Greater New York City Area Details
K Daniel Button's Merrill Lynch Experience August 1997 - March 2000
Job Consultant EMC SMARTS Network Managment Products
Industry Computer Networking
Experience
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

Chad Orr Chad Orr Greater Atlanta Area Details
Chad Orr's Merrill Lynch Experience June 1993 - September 1993
Job Vice President, Strategic Accounts at TransUnion
Industry Financial Services
Experience
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

Jay Pottorf Jay Pottorf Greater Atlanta Area Details
Jay Pottorf's Merrill Lynch Experience July 2007 - November 2007
Job Performance Engineer at SunTrust Bank
Industry Financial Services
Experience
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

Mason Sommer Mason Sommer Oklahoma City, Oklahoma Area Details
Mason Sommer's Merrill Lynch Experience 1992 - 2000
Job Senior Vice President Investments at Wells Fargo Advisors, LLC. Financial Advisor
Industry Financial Services
Experience
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

Mark Barrow Mark Barrow Greater Denver Area Details
Mark Barrow's Merrill Lynch Experience 1988 - 1990
Job Broker Associate at FINN Real Estate
Industry Real Estate
Experience
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

Michael Brooks, CFP® Michael Brooks, CFP® Norfolk, Virginia Area Details
Michael Brooks, CFP®'s Merrill Lynch Experience September 2005 - August 2007
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
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

Braden Hammer Braden Hammer Greater Seattle Area Details
Braden Hammer's Merrill Lynch Experience November 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Shwetha Ramani Shwetha Ramani Greater New York City Area Details
Shwetha Ramani's Merrill Lynch Experience 2005 - 2006
Job Senior Application Analyst at Cantor Fitzgerald
Industry Information Technology and Services
Experience
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

Leilani Benson-Battiato Leilani Benson-Battiato Tampa/St. Petersburg, Florida Area Details
Leilani Benson-Battiato's Merrill Lynch Experience March 1996 - May 1998
Job SEC Sr. Accounting Accoutant at MetLife
Industry Insurance
Experience
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

Bassem Abou-Zeid Bassem Abou-Zeid Greater Minneapolis-St. Paul Area Details
Bassem Abou-Zeid's Merrill Lynch Experience October 2008 - Present
Job Financial AdvisorMerrill Lynch
Industry Investment Management
Experience
Merrill Lynch   October 2008 - Present
Morgan Stanley Smith Barney  March 2004 - October 2008

Education
Oklahoma State University   1985 — 1990
Ph.D, economics

Monica Pointer Monica Pointer Greater Atlanta Area Details
Monica Pointer's Merrill Lynch Experience April 2007 - March 2008
Job Campus Director at Strayer University
Industry Higher Education
Experience
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

Clint McHoul Clint McHoul Greater Boston Area Details
Clint McHoul's Merrill Lynch Experience November 2010 - Present
Job Financial Solutions Advisor at Bank of America
Industry Financial Services
Experience
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

Wayne Rich, CFP, CIMA Wealth Management Wayne Rich, CFP, CIMA Wealth Management Phoenix, Arizona Area Details
Wayne Rich, CFP, CIMA Wealth Management's Merrill Lynch Experience November 1997 - Present
Job Wealth Management Advisor, Retirement Income, IRA, 401k
Industry Investment Management
Experience
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

Karen DeCoud Karen DeCoud Greater Los Angeles Area Details
Karen DeCoud's Merrill Lynch Experience October 1995 - December 2001
Job Vice President, Regional Sales Director at Prudential Retirement
Industry Investment Management
Experience
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

Heather Livingston Heather Livingston Tulsa, Oklahoma Area Details
Heather Livingston's Merrill Lynch Experience June 2008 - July 2008
Job Senior Financial Analyst at ONEOK
Industry Oil & Energy
Experience
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

Monica Pointer Monica Pointer Greater Atlanta Area Details
Monica Pointer's Merrill Lynch Experience April 2007 - March 2008
Job Campus Director at Strayer University
Industry Higher Education
Experience
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

Allen Ernst Allen Ernst Greater Seattle Area Details
Allen Ernst's Merrill Lynch Experience 1997 - 2002
Job President/Owner
Industry Investment Management
Experience
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

David Posey David Posey Greater Philadelphia Area Details
David Posey's Merrill Lynch Experience April 2010 - Present
Job Business Manager at Merrill Lynch
Industry Financial Services
Experience
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

David Randolph David Randolph Colorado Springs, Colorado Area Details
David Randolph's Merrill Lynch Experience May 2005 - August 2005
Job NW Channel Account Manage at NEC
Industry Telecommunications
Experience
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

Tina Brewer Tina Brewer Dallas/Fort Worth Area Details
Tina Brewer's Merrill Lynch Experience January 1995 - November 2002
Job Owner, Luxury Motor Coach & Boat Storage
Industry Warehousing
Experience
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

John A. Frost John A. Frost Oklahoma City, Oklahoma Area Details
John A. Frost's Merrill Lynch Experience 1979 - Present
Job
Industry Financial Services
Experience
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

Katie Poulain Katie Poulain United States Details
Katie Poulain's Merrill Lynch Experience August 2005 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   August 2005 - Present

Education
Oklahoma State University   2001 — 2005
Bachelors, Finance, Accounting

Angelo Cabral Angelo Cabral San Francisco Bay Area Details
Angelo Cabral's Merrill Lynch Experience June 1999 - 2010
Job Regional Vice President: John Hancock Retirement Plan Services
Industry Financial Services
Experience
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

Terese Chanel Terese Chanel Orange County, California Area Details
Terese Chanel's Merrill Lynch Experience March 1994 - February 2004
Job Insurance Sales Manager
Industry Insurance
Experience
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

Brent B. Powers Brent B. Powers Greater New York City Area Details
Brent B. Powers's Merrill Lynch Experience December 1994 - March 1998
Job Retired
Industry Information Technology and Services
Experience
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

Angela Kristiansen Angela Kristiansen Norfolk, Virginia Area Details
Angela Kristiansen's Merrill Lynch Experience March 2004 - August 2004
Job Founder of GlowwithAngela.com
Industry Alternative Medicine
Experience
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

Julie Habermann Julie Habermann Mount Pleasant, South Carolina Details
Julie Habermann's Merrill Lynch Experience December 2013 - January 2015
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
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

Micah Murphy Micah Murphy Colleyville, Texas Details
Micah Murphy's Merrill Lynch Experience February 2005 - January 2008
Job Four Seasons Golf Tournament Sales Manager
Industry Financial Services
Experience
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

Jeannie Hanna Jeannie Hanna Tulsa, Oklahoma Area Details
Jeannie Hanna's Merrill Lynch Experience June 2005 - September 2008
Job Controller at Morton Comprehensive Health Services, Inc.
Industry Hospital & Health Care
Experience
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

Smruti Desai Smruti Desai Washington D.C. Metro Area Details
Smruti Desai's Merrill Lynch Experience 2006 - 2007
Job Global Financial Analyst at ExxonMobil
Industry Oil & Energy
Experience
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

Chip Potts Chip Potts Springfield, Missouri Area Details
Chip Potts's Merrill Lynch Experience May 1980 - March 2003
Job Legal Consultant, FINRA Arbitration & Portfolio and Financial Planning Consultant
Industry Financial Services
Experience
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

Samantha LeVan Samantha LeVan Newport News, Virginia Details
Samantha LeVan's Merrill Lynch Experience May 2013 - Present
Job Lecturer at Old Dominion University
Industry Higher Education
Experience
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

Charles Ivy Charles Ivy Albany, Georgia Area Details
Charles Ivy's Merrill Lynch Experience January 1979 - June 1980
Job .Commodity Supply Chain Consultant
Industry Logistics and Supply Chain
Experience
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

David Chaklai David Chaklai Portland, Oregon Area Details
David Chaklai's Merrill Lynch Experience August 1986 - August 1990
Job
Industry Financial Services
Experience
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

Al Gills Al Gills Greater Los Angeles Area Details
Al Gills's Merrill Lynch Experience January 1998 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 1998 - Present

Skills
Series 7, Wealth Management

Education
Old Dominion University
Bachelor of Business Administration (B.B.A.), Finance, General

David Sean David Sean Washington D.C. Metro Area Details
David Sean's Merrill Lynch Experience January 1999 - January 2011
Job Director at Legend Financial Advisory,LLC
Industry Accounting
Experience
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

Ryan Dancel Ryan Dancel Virginia Beach, Virginia Details
Ryan Dancel's Merrill Lynch Experience August 2008 - January 2009
Job Financial Analyst at SAIC
Industry Information Technology and Services
Experience
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

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