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

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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
Garret Bell Garret Bell Fullerton, California Details
Garret Bell's Merrill Lynch Experience March 2015 - Present
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2015 - Present
Trinchero Family Estates  June 2014 - November 2014
Pomona College  September 2010 - May 2014
Pomona College  August 2010 - November 2013
Los Angeles County Office of Education  May 2013 - August 2013

Skills
Wine & Spirits Industry, Leadership, Instructor-led Training, Laboratory, Public Speaking, Negotiation, Decision Making, Organization Skills, Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Team Coordination, Data Analysis, Higher Education, Statistics, Community Outreach, SPSS, Fundraising, Grant Writing, Research, Social Networking

Education
Pomona College   2010 — 2014
Bachelor's Degree, Biology, General, 3.3

Sean Mulcahy Sean Mulcahy Sunnyvale, California Details
Sean Mulcahy's Merrill Lynch Experience June 2015 - August 2015
Job Intern at Merrill Lynch
Industry
Experience
Merrill Lynch   June 2015 - August 2015
Citrix  June 2014 - August 2014
Jefunira Camp  June 2013 - August 2013
Diddams Party Store   May 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Research, Event Planning

Education
Pitzer College   2012 — 2016
Bachelor's degree, International Political Economy

Archbishop Mitty   2008 — 2012
High School Diploma

Matt Schleichkorn, CIMA Matt Schleichkorn, CIMA Los Angeles, California Details
Matt Schleichkorn, CIMA's Merrill Lynch Experience October 2007 - March 2014
Job Managing Director, Retail Sales and Marketing Aristotle Capital
Industry Financial Services
Experience
Aristotle Capital Management, LLC  March 2014 - Present
Merrill Lynch   October 2007 - March 2014

Skills
Investments, Wealth Management, Series 7, Portfolio Management, Equities, Fixed Income, Mutual Funds, Series 63, Investment Advisory, Alternative Investments, Securities, Hedge Funds, Investment Strategies

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1994 — 1995
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General

University of Southern California   1988 — 1991
Bachelor of Business Administration (BBA), Marketing

Ron Micciulla Ron Micciulla Greater Philadelphia Area Details
Ron Micciulla's Merrill Lynch Experience August 2007 - August 2008
Job
Industry Information Technology and Services
Experience
Cenlar FSB  April 2013 - Present
Asset Management Specialist  August 2010 - February 2013
GMAC Residential Capital   May 2009 - March 2010
Kenexa  March 2009 - May 2009
Lincoln Financial Advisors  September 2008 - December 2008
Merrill Lynch   August 2007 - August 2008
Mortgagehub, Inc   July 2003 - July 2007
ISGN  2006 - 2007
GMAC Commercial Mortgage Corp   July 1997 - July 2003

Skills
Requirements Analysis, Vendor Management, PMO, Software Project..., Project Portfolio..., Project Management, PMP, IT Strategy, Agile Project Management, Integration, Visio, Enterprise Software, Requirements Gathering, Business Process, Leadership, SharePoint, IT Management, Resource Management, Enterprise Architecture, Program Management, Databases, Software Documentation, CRM, Business Process..., MS Project, Data Warehousing, Business Intelligence, Agile Methodologies

Education
Philadelphia University   1994 — 1996
BS, Management Information Systems

Jenson Turner Jenson Turner Zephyr Cove, Nevada Details
Jenson Turner's Merrill Lynch Experience August 2011 - September 2011
Job Project Manager at WPJ Development
Industry Real Estate
Experience
Silver Trail Development   May 2013 - Present
WPJ Development   May 2013 - Present
Merrill Lynch   August 2011 - September 2011

Skills
Management, Microsoft Office, Customer Service, Strategic Planning, Project Management, Project Planning, Sales, Negotiation, Leadership, Microsoft Excel

Education
Pepperdine University   2008 — 2012
Bachelor's Degree, Economics

Campbell Hall   2004 — 2008
High School

William Golemon William Golemon San Francisco Bay Area Details
William Golemon's Merrill Lynch Experience September 2011 - October 2012
Job Leeds MBA Candidate at University of Colorado
Industry Financial Services
Experience
University of Colorado  August 2014 - Present
Nest  2015 - Present
Tendril  2015 - 2015
JPMorgan Chase  October 2012 - August 2014
Merrill Lynch   September 2011 - October 2012
Global Conquest de Mexico   May 2011 - August 2011
Pepperdine University Outdoor Recreation   August 2007 - May 2011
2008-2010  January 2009 - January 2010
TEAM ASCEND   May 2007 - August 2008

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Spanish, Research, Event Planning, Customer Service, Public Speaking, Facebook, Teamwork, Training, Leadership, Sales, Project Planning, Social Networking

Education
University of Colorado Boulder   2014 — 2016
Master of Business Administration (MBA), Finance and Operations

Pepperdine University   2007 — 2011
B.A., Economics, Religion

Dan Paret Dan Paret Keller, Texas Details
Dan Paret's Merrill Lynch Experience April 2008 - August 2008
Job Associate at Brown Pruitt Wambsganss Ferrill & Dean, P.C.
Industry Sports
Experience
Brown Pruitt Wambsganss Ferrill & Dean, P.C.   September 2013 - Present
Los Angeles Superior Court  August 2012 - December 2012
Texas Christian University  June 2012 - August 2012
UCLA  May 2011 - August 2011
Texas Rangers Baseball Club  April 2010 - August 2010
William C. Connor Educational Investment Fund   August 2009 - May 2010
Texas Christian University  August 2009 - May 2010
Texas Christian University  December 2008 - December 2009
Texas Christian University  August 2007 - May 2009
Merrill Lynch   April 2008 - August 2008

Skills
Research, Analysis, Management, Budgets, Recruiting, Customer Service, Policy, Proposal Writing, Portfolio Management, Athletics, PowerPoint, Event Planning, Public Speaking, Fundraising, Microsoft Excel, Baseball, Conflict Resolution, Mediation, Student Development, Student Affairs, Sports Management, Market Research, Legal Writing, Legal Research, Leadership, Fire Breathing, Data Analysis, Nonprofits, Purchasing Processes, Arbitration, Microsoft Office, Litigation, Microsoft Word, Civil Litigation, Financial Analysis

Education
Pepperdine University School of Law   2010 — 2013
Juris Doctor

Pepperdine University School of Law   2010 — 2013
Master's of Dispute Resolution

Texas Christian University - M.J. Neeley School of Business   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance

Jerry Folly-Kossi Jerry Folly-Kossi San Francisco, California Details
Jerry Folly-Kossi's Merrill Lynch Experience May 2006 - October 2008
Job Business Valuation & Financial Analyst at Hemming Morse, LLP
Industry Accounting
Experience
Hemming Morse, LLP  October 2013 - Present
Swell Attitude   June 2010 - Present
Burr Pilger Mayer (BPM)   October 2008 - May 2010
Merrill Lynch   May 2006 - October 2008

Education
Pepperdine University   2004 — 2006
Master of Business Administration (M.B.A.), Finance, General

University of California, Los Angeles   2001 — 2003
Bachelor's degree - Economics & Politic Sciences, Economics - Political Sciences

Brian Delamarter Brian Delamarter United States Details
Brian Delamarter's Merrill Lynch Experience July 2015 - August 2015
Job JD.MBA Candidate
Industry Venture Capital & Private Equity
Experience
Merrill Lynch   July 2015 - August 2015
Platinum Equity  June 2014 - August 2014
The Gores Group  June 2013 - July 2013
Mintel  January 2012 - April 2012
Platinum Equity  May 2011 - August 2011
Cydwoq Inc.   July 2010 - August 2010
Kanakuk Kamps  May 2009 - August 2009

Education
Pepperdine University School of Law   2012 — 2016
Doctor of Law (J.D.)

Pepperdine University, The George L. Graziadio School of Business and Management   2013 — 2014
Master of Business Administration (M.B.A.)

Wheaton College   2008 — 2012
BA, Political Science

Lauren Steinbruner Lauren Steinbruner Newport Beach, California Details
Lauren Steinbruner's Merrill Lynch Experience December 2011 - July 2013
Job Registered Private Wealth Associate at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch Private Banking & Investment Group  July 2013 - Present
Merrill Lynch   December 2011 - July 2013
Merrill Lynch   March 2011 - November 2011
Point Loma Nazarene University  February 2009 - March 2011
Point Loma Nazarene University  October 2008 - February 2009

Skills
Leadership, Customer Service, Microsoft Word, Writing, CRM, Microsoft Office, PowerPoint, Excel, Word, Client Relations Skills, Manage Client..., Organizational..., Finance, Series 7, Salesforce.com, Coaching, Outlook, Teamwork, Financial Services, Time Management, Leadership Development, Rule 144, 10b5-1 Plans, Section 16, Salesforce.com..., Salesforce.com..., Team Effectiveness, Peer Support, Peer Leadership

Education
Point Loma Nazarene University   2009 — 2011
MBA, Business

San Diego State University-California State University   2004 — 2008
BA, Communication

Lorenzo de'Medici University   2006 — 2007
Communications, Italian

Lorena Avila Lorena Avila West Hollywood, California Details
Lorena Avila's Merrill Lynch Experience November 2009 - January 2011
Job
Industry
Experience
Fisher Cosmetics   January 2011 - Present
Merrill Lynch   November 2009 - January 2011
A-Mark Financial   November 2007 - September 2009

Skills
Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (B.S.), Business Management

Phillip Dames Phillip Dames Vancouver, Washington Details
Phillip Dames's Merrill Lynch Experience 2004 - 2008
Job Financial Advisor at Dames Wealth Management
Industry Financial Services
Experience
Dames Wealth Management   July 2010 - Present
Sound Wealth Advisors   2013 - 2014
Merrill Lynch   2004 - 2008

Skills
Investments, Wealth Management, Retirement Planning, Finance, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Series 63, Investment Strategies, Strategic Financial..., Financial Advisory, Securities, Uniform Combined State...

Education
Point Loma Nazarene University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing

Buzz Brown Buzz Brown Oakland, California Details
Buzz Brown's Merrill Lynch Experience August 2015 - Present
Job Merrill Lynch Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch   August 2015 - Present
JPMorgan Chase  May 2014 - August 2015
Integrated Wealth Counsel   November 2009 - October 2011
Grassi Investment Management   August 2004 - October 2009
Charles Schwab  May 2002 - August 2004
Salomon Smith Barney  October 2000 - April 2002

Skills
Series 6, Series, Series 65, Investments, Portfolio Management, Retirement, Finance, Financial Advisory, Business Development, Wealth Management, Retirement Planning, Investment Management, Alternative Investments, Investment Strategies, Start-ups, Mutual Funds, Investment Advisory, Securities, Strategic Financial..., Series 63, Estate Planning, 401k, Wealth, Solar Energy, Solar PV, Solar Power, Uniform Combined State..., Wealth Management..., CRM, Electric Vehicles, Inverters, Net Energy Metering, Financial Planning

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1986 — 1988
Bachelor of Science, Business Administration

Brentwood School

University of California, Berkeley

Dallas Verhagen Dallas Verhagen Greater Los Angeles Area Details
Dallas Verhagen's Merrill Lynch Experience January 2011 - May 2011
Job Juris Doctor Candidate 2016 Pepperdine University School of Law
Industry Legal Services
Experience
Robinson & Di Lando   May 2014 - Present
Merrill Lynch   January 2011 - May 2011

Skills
Customer Service, Marketing Strategy, Negotiation, Microsoft Excel, Microsoft Office, Research, Real Estate, Sales Management, Strategic Planning, New Business Development, Microsoft Word, Social Media, Marketing, Project Management, Financial Analysis, Public Speaking, Investments, Social Media Marketing, Risk Management, Business Development, Contract Law, Social Networking, PowerPoint, Training, Team Building, Entrepreneurship, Outlook, Team Leadership, Business Strategy, Facebook, Strategy, Start-ups, Editing, Hospitality, Economics, Legal Writing, Legal Research, Sales, Finance, Time Management, Teamwork, Management

Education
Pepperdine University School of Law   2013 — 2016
Doctor of Law (JD), Corporate, Real estate, civil litigation, entrepreneurship

University of Hawaii at Manoa   2008 — 2011
Bachelor's, Business Administration (management)

University of Colorado at Boulder   2007 — 2008
Business Administration and Management, General

Bruce Wain Bruce Wain Minneapolis, Minnesota Details
Bruce Wain's Merrill Lynch Experience March 1996 - March 2000
Job Director; Assistant Complex Director Minnesota at UBS
Industry Financial Services
Experience
UBS  July 2014 - Present
Ameriprise Financial Services, Inc.   February 2013 - July 2014
Morgan Stanley  August 2008 - February 2013
UBS Wealth Management  March 2000 - August 2008
Merrill Lynch   March 1996 - March 2000
Reynolds Metals Company  1993 - 1996
Calcitek, Inc.   1991 - 1992
Pfizer-Shiley, Inc.   1990 - 1991
US Navy  1985 - 1990

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1991 — 1994
Master of Business Administration (M.B.A.)

United States Naval Academy   1981 — 1985
Bachelor of Science (B.S.), Applied Science

The Peddie School   1979 — 1981

Kinnelon High School   1977 — 1979

Sam Hung Sam Hung Irvine, California Details
Sam Hung's Merrill Lynch Experience October 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Management Consulting
Experience
Merrill Lynch   October 2012 - Present
Riki's Ice Cream   February 2011 - 2011
Cypress Creamery   August 2007 - November 2010
Cypress Farms / Bakery Ingredients   January 2004 - November 2010
Crown Market   January 2000 - January 2002
Superior Ice Cream Distribution   April 1998 - August 2000
The Seeley Company / Colliers   January 1996 - January 1999

Skills
Start-ups, Strategic Planning, Business Strategy, Management Consulting, Mergers, Entrepreneurship, Strategic Partnerships, Forecasting, Marketing Strategy, Mergers & Acquisitions, Executive Management, Change Management, Management, Business Development, Leadership, Strategy, Marketing, Negotiation, Financial Modeling, Program Management, Finance, Manufacturing, Pricing, Banking, Sales, Due Diligence, Financial Analysis, Purchasing, Competitive Analysis, Portfolio Management, Business Planning, Cross-functional Team..., Investments, Risk Management, Private Equity, Strategic Financial..., Venture Capital, Valuation, Corporate Development, Corporate Finance

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2011 — 2012
MBA

University of California, Irvine   1992 — 1996
BA

Gonzalo Isaacs Gonzalo Isaacs Riverside, Connecticut Details
Gonzalo Isaacs's Merrill Lynch Experience July 2010 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2010 - Present
BNP Paribas  August 2007 - June 2010
Citi  September 1998 - July 2007
Unilever  1993 - 1995

Skills
Capital Markets, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Fixed Income, Mergers & Acquisitions, Financial Analysis, Leveraged Finance, Due Diligence, Project Finance, Business Strategy, LBO, Financial Structuring, Portfolio Management, Banking, Derivatives

Education
Anderson School at UCLA   1996 — 1998
Master of Business Administration (M.B.A.), Finance, General

Pontificia Universidad Católica de Chile   1988 — 1992
Ingenieria Comercial, Business Administration and Management, General

Irena Kojouharova Irena Kojouharova Greater Los Angeles Area Details
Irena Kojouharova's Merrill Lynch Experience 2006 - 2007
Job Brand Manager at TBD
Industry Cosmetics
Experience
FIDM/Fashion Institute of Design & Merchandising   September 2015 - Present
Private  September 2015 - Present
Procter & Gamble  April 2014 - August 2015
{CPG, Prestige Skincare brands}   June 2013 - March 2014
Moroccanoil  January 2012 - March 2013
Ultraceuticals   June 2007 - January 2012
Merrill Lynch   2006 - 2007
PricewaterhouseCoopers  June 2000 - 2006

Skills
Marketing Strategy, Marketing, Integrated Marketing, Strategy, Market Planning, Brand Management, Market Analysis, Business Development, Retail, Beauty Industry, Email Marketing, CRM, Product Development, Social Media Marketing, Brand Development, Competitive Analysis, Strategic Partnerships, Consumer Products, Merchandising, Luxury Goods, Product Launch, Online Advertising, Product Marketing, Cross-functional Team..., Marketing Management, Beauty

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2014
Master of Business Administration (M.B.A.), Marketing

University of South Florida - College of Business Administration   1997 — 2000
BS, Marketing, 4

Jeanette Hackett Jeanette Hackett Boca Raton, Florida Details
Jeanette Hackett's Merrill Lynch Experience May 2005 - February 2011
Job VP, Internal Audit, GardaWorld
Industry Financial Services
Experience
GardaWorld Cash Services  March 2014 - Present
Bank of America  March 2011 - Present
Merrill Lynch   May 2005 - February 2011

Skills
Series 7, Financial Services, Risk Management, Operational Risk..., Relationship Management, Financial Risk, Wealth Management, Loss Mitigation

Education
Pfeiffer University   1989 — 1993
Bachelors, Liberal Arts and Sciences/Liberal Studies

Courtney H. Bridges Courtney H. Bridges Charlotte, North Carolina Details
Courtney H. Bridges's Merrill Lynch Experience December 2013 - May 2015
Job Sr. Treasury Solutions Analyst, Commercial Real Estate, Bank of America
Industry Banking
Experience
Bank of America  May 2015 - Present
Merrill Lynch   December 2013 - May 2015
Flaherty Associates   2010 - October 2013
Slater Mill   2009 - 2010

Skills
QuickBooks, InDesign, Photoshop, Microsoft Word, PowerPoint, Website Development, FileMaker, Event Planning, Event Management, Creative Problem Solving, Program Management, Facebook

Education
Plymouth State University   2004 — 2008
Bachelor's degree, History

Bishop Feehan High School   2000 — 2004

Pablo Orrantia Pablo Orrantia Greater Los Angeles Area Details
Pablo Orrantia's Merrill Lynch Experience March 2014 - May 2014
Job Ad Operations Manager at Woven Digital
Industry Marketing and Advertising
Experience
Woven Digital  2014 - Present
Get Lifted East, LLC   June 2013 - Present
Merrill Lynch   March 2014 - May 2014
Pepperdine University  August 2013 - April 2014
Merrill Lynch   August 2012 - December 2012
Brown & Dutch Public Relations  September 2011 - December 2011

Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Customer Service, Advertising, Social Media Marketing, Illustrator, Salesforce.com, Access, Management, Entrepreneurship, Research, Social Networking

Education
Pepperdine University   2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General

Cathedral High School   2006 — 2010

Noah Fertman Noah Fertman United States Details
Noah Fertman's Merrill Lynch Experience February 2009 - May 2010
Job Assistant Store Manager at TD
Industry Financial Services
Experience
TD  July 2014 - Present
TD  February 2014 - July 2014
TD  January 2013 - February 2014
New York Life Insurance Company  July 2011 - January 2013
Merrill Lynch   February 2009 - May 2010
Lincoln Financial Group  May 2008 - August 2008

Skills
Retirement Planning, Fixed Annuities, College Savings Plans, Life Insurance, 401k Rollovers, Finance, Term Life Insurance, Business Owner Planning, Employee Benefits, Mortgage Lending, Insurance, Alternative Investments, Financial Analysis, Home Equity Products, Business Banking, Personal Banking, Loan Products, Customer Service, Sales, Financial Services, Leadership

Education
Philadelphia University   2007 — 2010
BS, Finance

University of Massachusetts, Amherst   2003 — 2007
Pre-Vet/Animal Science, Undeclared, Business

WB Saul Highschool   1999 — 2003

Hector A. Santini Umpierre Hector A. Santini Umpierre Puerto Rico area Details
Hector A. Santini Umpierre's Merrill Lynch Experience June 2001 - August 2001
Job Attorney at Santini Umpierre LLC
Industry Legal Services
Experience
Santini Umpierre, LLC   October 2010 - Present
Rovira Rodriguez Attorneys and Counsellors at Law   August 2009 - September 2010
Godinez Law Offices, PSC   July 2009 - August 2009
Centro Judicial de Ponce   August 2005 - December 2005
Jorge P. Sala Law Offices   June 2005 - August 2005
Silva & Associates PSC   November 2002 - August 2003
Empresas Fonalledas   June 2002 - November 2002
Silva & Associates, CPA's   January 2001 - June 2002
Merrill Lynch   June 2001 - August 2001

Skills
Collections, Foreclosures, Debt Collection, Corporate Law, Consumer Debt, Evictions, Civil Litigation, Tax, Tax Law, Legal Research, Legal Writing, Courts, Commercial Litigation, Due Diligence, Corporate Governance, Accounting, Strategic Planning, Commercial Real Estate, Finance, Healthcare, Contract Negotiation, Negotiation, Litigation, Shopping Centers, Mergers & Acquisitions, Real Estate Tax Appeals, Budgets, Restructuring, Property Tax, Real Estate Transactions, Appeals, Commercial Debt, Management, Real Estate, Legal Advice

Education
Villanova University School of Law   2007 — 2008
Master of Laws (LLM), Tax Law/Taxation

Pontifical Catholic University of Puerto Rico, School of Law   2003 — 2006
Doctor of Law (JD), Corporate, Tax, Contracts, Business Entities, Torts

Pontifical Catholic University of Puerto Rico   1996 — 2001
Bachelor of Business Administration (BBA), Accounting

Kimberly Garen Kimberly Garen Greater New York City Area Details
Kimberly Garen's Merrill Lynch Experience November 2010 - May 2011
Job Associate at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's   June 2015 - Present
TD Bank Group  February 2012 - June 2015
View-Finders   June 2011 - March 2012
Merrill Lynch   November 2010 - May 2011
Ross Stores  June 2010 - August 2010

Skills
Wealth Management, Credit Risk, Credit, Commercial Banking, Credit Analysis, Financial Analysis, Financial Modeling

Education
Philadelphia University   2010 — 2011
MBA, Finance

Philadelphia University   2006 — 2010
BS, Finance

Juan Andres Duzevic Juan Andres Duzevic New York, New York Details
Juan Andres Duzevic's Merrill Lynch Experience October 2013 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2013 - Present
Crisil Irevna   April 2008 - September 2013
Gabriel Rubinstein & Asociados   April 2007 - March 2008
Swifttrade  August 2006 - March 2007

Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Bloomberg, Equity Research, Investment Banking, Econometrics, Quantitative Analytics, Analysis, DCF, Equity Valuation, Bloomberg Terminal, Fixed Income, Economics

Education
Universidad Torcuato Di Tella   2009 — 2009
MA, Finance

Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   2003 — 2007
BA, Economics

Qinxin (Rita) Hong Qinxin (Rita) Hong Greater Los Angeles Area Details
Qinxin (Rita) Hong's Merrill Lynch Experience June 2012 - July 2012
Job Financial Anallyst at Verizon Digital Media Services
Industry Food & Beverages
Experience
Verizon Digital Medial Services   December 2014 - Present
The Coffee Bean & Tea Leaf®   October 2013 - December 2014
The Coffee Bean & Tea Leaf  September 2012 - October 2013
The Coffee Bean & Tea Leaf  July 2012 - September 2012
Merrill Lynch   June 2012 - July 2012
Shenyin & Wanguo Securities Co. Ltd.   January 2011 - June 2011
HSBC  August 2010 - September 2010
China Construction Bank  January 2010 - February 2010

Skills
PowerPoint, Excel, Financial Reporting, Accounting, Financial Analysis, Mandarin, Training, Business Development, Finance, Microsoft Excel, Real Estate, Financial Modeling, Data Analysis, English, Research, Analysis, Management, SPSS, Competitive Analysis, Microsoft Office, Budgets, Market Research, Sales, Teamwork

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2011 — 2012
Master of Science (MS), Applied Finance

Shanghai University   2007 — 2011
Bachelor of Science (BS), International Economics

Huizi (Grace) Bi Huizi (Grace) Bi Greater Los Angeles Area Details
Huizi (Grace) Bi's Merrill Lynch Experience January 2011 - August 2011
Job Financial Analyst at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance  October 2011 - Present
Merrill Lynch   January 2011 - August 2011
KPMG  March 2009 - July 2010
Huaxia D&B China Business Information Consulting Company   October 2008 - December 2008
KPMG  July 2008 - August 2008
Industrial and Commercial Bank of China  July 2007 - August 2007

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2012
MBA, Finance (Investment)

Renmin University of China   2005 — 2009
B.A. in Economics, Finance

Kirsten E. Sandberg Kirsten E. Sandberg Baltimore, Maryland Area Details
Kirsten E. Sandberg's Merrill Lynch Experience May 1997 - December 2001
Job Senior Wealth Manager, BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  September 2015 - Present
Bank of America - U.S. Trust   October 2013 - August 2015
Wilmington Trust Wealth & Institutional Services - division of M&T Bank   May 2004 - October 2013
Wachovia Wealth Management, Inc.   December 2001 - May 2004
Merrill Lynch   May 1997 - December 2001
U.S. House of Representatives, Small Business Committee, Congresswoman Jan Meyers, Chair   1995 - 1996

Skills
Wealth Management, Portfolio Management, Financial Advisory, Banking, Investments

Education
The George Washington University   1995 — 1996
GSPM

Pepperdine University   1991 — 1995
BA

Samantha D'Agati Samantha D'Agati Amherst, New Hampshire Details
Samantha D'Agati's Merrill Lynch Experience August 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2014 - Present
Under Armour  October 2013 - January 2014
Merrill Lynch   May 2013 - August 2013
Under Armour  May 2012 - December 2012
Saks Fifth Avenue Off Fifth  May 2012 - August 2012

Skills
Time Management, Microsoft Word, Teamwork, Social Networking, Microsoft Office, PowerPoint, Customer Service, Social Media, Microsoft Excel, Leadership

Education
Plymouth State University   2010 — 2014
Finance; Economics

Reading Memorial High School   2006 — 2010

Aaron Polk Aaron Polk Los Angeles, California Details
Aaron Polk's Merrill Lynch Experience 2008 - 2008
Job MBA Student at Pepperdine University '15 | Finance
Industry Banking
Experience
NBCUniversal, Inc.   January 2015 - August 2015
Daimler AG  February 2012 - April 2014
Carson Oil  January 2011 - January 2012
Bienvenidos Children's Center  April 2010 - August 2010
Rubicon Project  November 2009 - March 2010
Merrill Lynch   2008 - 2008
First Investors Corporation  June 2007 - August 2007
Clear Channel Radio  June 2005 - August 2005

Skills
Project Management, Time Management, Microsoft Excel, Finance, SQL, Interviews, Access, Financial Analysis, Vlookup, Logical Formulas (Excel), Pricing, Financial Modeling, Accounting, Pivot Tables, Financial Reporting, SharePoint, Auditing, Advanced Excel, Macros, Visual Basic, Credit Analysis, Tax Statements, Underwriting, Hedging, Supply Chain Management, Cost Estimation, Data Manipulation, Inventory Valuation, Revenue Recognition, XML, UML, Stata, Eviews, OLAP, DTD, Cost Accounting, DCF Valuation

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2014 — 2015
MBA, Finance

University of Oregon   2006 — 2009
BS, Economics, Business Administration

Stanford University
Online Course: Introduction to Databases

Keith O'Hara, MBA, CMR Keith O'Hara, MBA, CMR Greater Chicago Area Details
Keith O'Hara, MBA, CMR's Merrill Lynch Experience January 2005 - August 2005
Job Regional Account Manager
Industry Pharmaceuticals
Experience
Relypsa  April 2015 - Present
Salix Pharmaceuticals  April 2014 - April 2015
Aptalis  January 2013 - March 2014
Aptalis  September 2006 - January 2013
JP Morgan Chase  August 2005 - September 2006
Merrill Lynch   January 2005 - August 2005
Northern Trust  February 1998 - January 2005
Sealmaster Bearings   August 1997 - January 1998

Skills
Securities, Equities, Financial Analysis, Pharmaceutical Sales, Sales Operations, Sales, Market Access, Managed Care, Product Development, Pharmaceutical Industry, Product Launch, Competitive Analysis, Gastroenterology, Sales Effectiveness, Cross-functional Team..., Market Analysis, Account Management, Healthcare, Diabetes

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1995 — 1997
MBA, Finance

University of Tennessee-Knoxville   1991 — 1995
BS, Mechanical Engineering

Farragut High School   1987 — 1991
Honors Diploma

Nasiba Mukimova Nasiba Mukimova Greater New York City Area Details
Nasiba Mukimova's Merrill Lynch Experience January 2008 - September 2009
Job Financial Management Analyst at JetFlite International
Industry Aviation & Aerospace
Experience
JetFlite International   March 2010 - May 2011
Pepperdine University  January 2008 - December 2009
Merrill Lynch   January 2008 - September 2009

Education
Pepperdine University   2008 — 2009
International Business, Finance

Cottey College   2005 — 2007
Associates in Art & Science, Business

Gabriela Batista , PHR Gabriela Batista , PHR Washington, District Of Columbia Details
Gabriela Batista , PHR's Merrill Lynch Experience September 2002 - August 2003
Job Senior Manager, HR and Operations at Young Invincibles
Industry Human Resources
Experience
Young Invincibles  March 2015 - Present
Anchor Construction   April 2014 - March 2015
Modus Hotels  March 2011 - April 2014
CSC  May 2010 - March 2011
CSC  November 2008 - May 2010
DHL  May 2008 - November 2008
Asociacion Dominicana de Rehabilitacion   December 2007 - February 2008
Barcisa   January 2007 - April 2007
Merrill Lynch   September 2002 - August 2003

Skills
Multicultural Teams, Humor, Employee Relations, Employee Benefits, Spanish, Taleo, Interviews, Payroll, Human Resources, HR Policies, PeopleSoft, Personnel Management, Recruiting, Leadership, Employment Law, Event Planning, Performance Appraisal, Management, Hiring, FMLA, New Hire Orientations, Onboarding, Employee Training

Education
Pontificia Universidad Católica Madre y Maestra   2003 — 2007
Bachelors, Organizational Psychology

Isaac Keil Isaac Keil Pennington, New Jersey Details
Isaac Keil's Merrill Lynch Experience July 2015 - Present
Job AVP, Internal Insurance Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2015 - Present
Merrill Lynch   August 2013 - July 2015
Peilim   July 2012 - June 2013
AXA Advisors  May 2007 - June 2011

Education
Philadelphia University   2003 — 2007
BS, Finance & International Business

Travis Lester Travis Lester Greater Los Angeles Area Details
Travis Lester's Merrill Lynch Experience June 2004 - July 2005
Job Owner, Hurricane Productions
Industry Marketing and Advertising
Experience
Hurricane Productions  June 2006 - Present
Hurricane Productions  January 2006 - Present
The Regan Group  August 2005 - June 2006
Merrill Lynch   June 2004 - July 2005
Pittsburgh State University   August 2002 - May 2004

Skills
Marketing

Education
Pittsburg State University   2000 — 2004

Pittsburg State University
Bachelor of Arts, an; Communications

Michelle Perry Michelle Perry Santa Barbara, California Area Details
Michelle Perry's Merrill Lynch Experience 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2012 - Present
We Inspire Co   August 2011 - 2013
Graphic Traffic  August 2010 - January 2011
Graphic Traffic  March 2003 - October 2010
City of Carpinteria  1997 - 2002

Skills
Organizational..., Business Analysis, Creative Strategy, Industry Analysis, Grant Writing, Scholarship Research, Business Plan..., Apple Macintosh, Marketing Research, Marketing Communications, Research, Women's Entrepreneurship, Public Speaking, Leadership, Competitive Analysis, Business Planning, Scholarship, Mac, Social Media, Email Marketing, Social Media Marketing, Marketing, Business Development, Social Networking

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2009 — 2012
MBA, Global Business

University of California, Santa Barbara   1997 — 2001
BA, Communications

Main Elementary School

Pat D. Vance Pat D. Vance San Francisco Bay Area Details
Pat D. Vance's Merrill Lynch Experience November 1997 - May 2001
Job Senior Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2001 - Present
Merrill Lynch   November 1997 - May 2001

Skills
Investments, Insurance, Asset Allocation, Portfolio Management, Finance, Mutual Funds, Retirement Planning, Asset Management, Wealth Management, Investment Strategies, Equities, Securities, Financial Services, Financial Advisory, Financial Planning

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business Administration

The University of Chicago Booth School of Business
CPWA® - Certified Private Wealth Advisor

University of Idaho
Bachelor of Science, Chemical Engineering

J. Ellis Straughn III J. Ellis Straughn III Winter Haven, Florida Details
J. Ellis Straughn III's Merrill Lynch Experience October 2008 - June 2014
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors  June 2014 - Present
Merrill Lynch   October 2008 - June 2014
Wachovia Securities, LLC  April 2007 - October 2008

Skills
Retirement Planning, Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Bonds, Financial Advisory, Investment Advisory, Fixed Annuities, Mutual Funds, Series 7, 401k, Life Insurance, Securities, IRAs, Equities, Mortgage Lending, Fixed Income, Variable Annuities, Relationship Management, Wealth, Uniform Combined State..., Retirement, Asset Managment, Investment Management, Term Life Insurance, FINRA, Wealth Management..., ETFs, 401k Rollovers, 529 Plans, Wealth Accumulation, High Net Worth..., Separately Managed..., Roth IRA, Stocks, Financial Goals, Trust Services, Municipal Bonds, Structured Products, Life, Equity Research, Financial Markets, College Savings Plans, Long Term Care Insurance, Qualified Retirement..., Options, SEP IRA, Investment Advisory...

Education
University of Central Florida   2002 — 2005

Polk Community College   1999 — 2002

Winter Haven Senior High School   1995 — 1999

Chrystal Hargett, MBA, MSL Chrystal Hargett, MBA, MSL Lowell, North Carolina Details
Chrystal Hargett, MBA, MSL's Merrill Lynch Experience October 2007 - April 2011
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
TIAA-CREF  March 2013 - Present
Bank of America Merrill Lynch  April 2011 - August 2012
Merrill Lynch   October 2007 - April 2011
E*TRADE Financial  2006 - 2007
Mecklenburg County Sheriffs Office  1997 - 2006

Skills
Series 7, Series 63, Six Sigma, Process Improvement, Leadership, Investments, Change Management, Cross-functional Team..., Mutual Funds, Team Building, Risk Management, Management, Sales, Project Management

Education
Pfeiffer University   2003 — 2005
Masters Degree, Business Administration

Pfeiffer University   2001 — 2003
Masters Degree, Organizational Change and Leadership

Pfeiffer University   1998 — 2001
Bachelors Degree, Criminal Justice

Central Piedmont Community College
Six sigma green belt

Jeanine DeSalvo Jeanine DeSalvo Katy, Texas Details
Jeanine DeSalvo's Merrill Lynch Experience June 2008 - August 2008
Job HR Manager | Recruiter | Seeking College Grads and Customer Service Professionals in the Houston Area at GEICO
Industry Insurance
Experience
GEICO  April 2015 - Present
GEICO  November 2013 - April 2015
GEICO  July 2013 - November 2013
GEICO  September 2012 - July 2013
GEICO  October 2010 - September 2012
GEICO  October 2009 - October 2010
Merrill Lynch   June 2008 - August 2008

Skills
Microsoft Office, College Recruiting, Microsoft Excel, Insurance, Customer Service, Property & Casualty..., Recruiting, Employee Benefits, Underwriting, Career Counseling, Training, Performance Management, Interviews, Resume Writing, Management, Time Management, Leadership, Human Resources, Job Fairs, Temporary Placement, Research, Access, Social Media, Employee Relations, Benefits Administration, Coaching, Onboarding, PeopleSoft, Applicant Tracking..., Analysis, Social Networking, Data Analysis

Education
University of Arizona, Eller College of Management   2005 — 2009
BSBA, Finance

Pima Community College

Jerry Folly-Kossi Jerry Folly-Kossi San Francisco Bay Area Details
Jerry Folly-Kossi's Merrill Lynch Experience April 2005 - October 2008
Job CEO / CoFounder at Swell Attitude
Industry Apparel & Fashion
Experience
Swell Attitude   September 2009 - Present
Burr Pilger Mayer  October 2008 - May 2010
Merrill Lynch   April 2005 - October 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Social Networking, Social Media, Public Relations, Leadership

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2005 — 2007
Master of Business Administration (MBA), Finance, General

UCLA   2000 — 2003
Bachelor of Arts (B.A.), Economics

Ed Bermudez, JD, MBA, MSL Miami/Ft. Lauderdale Ed Bermudez, JD, MBA, MSL Miami/Ft. Lauderdale Miami/Fort Lauderdale Area Details
Ed Bermudez, JD, MBA, MSL Miami/Ft. Lauderdale's Merrill Lynch Experience May 2001 - May 2002
Job Global Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo  August 2015 - Present
Wells Fargo  December 2014 - Present
Wells Fargo Bank  August 2012 - Present
Wells Fargo Bank  July 2008 - August 2012
Allstate  February 2006 - July 2008
Commercebank  May 2002 - February 2006
Merrill Lynch   May 2001 - May 2002
Sodexho  February 1999 - May 2001
Bolivar Bank - Legacy subsidiary of Banco Caracas   January 1995 - December 1998

Skills
Banking, Portfolio Management, Valuation, Risk, Risk Management, Credit Analysis, Credit, Financial Risk, Underwriting, Asset Based Lending, Restructuring, Financial Analysis, Analysis, Loans, Investments, Credit Risk, Business Planning, Commercial Banking, Management, Financial Modeling, Commercial Lending, Due Diligence, Financial Reporting, Finance, Structured Finance, Strategy, Leadership, Financial Structuring, Business Process..., Corporate Finance, Financial Services, Loan Origination, Executive Management

Education
Wake Forest University - Babcock Graduate School of Management   2011 — 2013
MBA, Finance and Financial Management Services

Pfeiffer University   2009 — 2012
MSL/MBA, Organizational Change Management/Finance

University of North Carolina at Charlotte   1999 — 2002
Financial Institutions & Commercial Banking - Managerial Finance - Economics, Finance & Economics

Universidad Bicentenaria de Aragua   1993 — 1998
JD, Law

Pamela Pirone-Benson Pamela Pirone-Benson Greater New York City Area Details
Pamela Pirone-Benson's Merrill Lynch Experience 1999 - 2001
Job Vice President, Estate Planning Specialist
Industry Investment Management
Experience
Fidelity Investments  September 2013 - Present
Martin M. Shenkman, P.C.   February 2007 - August 2013
Goldstein and Bachman   2004 - 2006
Newman Fitch Altheim Myers PC   September 2004 - December 2004
New Jersey State Judiciary Honorable Sebastian P. Lombardi   2003 - 2004
Merrill Lynch   1999 - 2001

Skills
Trusts, Preparation of Wills, Finance, Legal Research, Financial Planners, Wealth, Series 7, Litigation, Estate Tax Planning, Fiduciary, Securities, Civil Litigation, High Net Worth..., Gift Planning, Trust Administration, Asset Protection, Financial Planning, Legal Writing, Tax, Estate Planning, Powers of Attorney, Retirement Planning

Education
Widener University School of Law   2000 — 2003
Doctor of Law (J.D.)

University of Delaware   1995 — 1999
Bachelor of Arts (B.A.), Criminal Justice and History

Pepperdine University School of Law
Visiting Law Student, Law

Shanmugam Valasubramanian Shanmugam Valasubramanian Hackensack, New Jersey Details
Shanmugam Valasubramanian's Merrill Lynch Experience January 2004 - March 2004
Job Senior Manager FP&A at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  September 2014 - Present
Cognizant Technology Solutions  July 2013 - September 2014
Cognizant Technology Solutions  May 2010 - June 2013
UST Global  September 2006 - May 2010
Liberty Hardware  October 2005 - September 2006
Telephone and Data System, Inc   January 2005 - October 2005
LEVOLOR-KIRSCH WINDOWS FASHION   April 2004 - December 2004
UNCG Office of Research Services   September 2003 - December 2004
Merrill Lynch   January 2004 - March 2004
UNCG School of Education   January 2003 - September 2003

Skills
Forecasting, Strategy, SAP, SAP R/3, Business Analysis, Management, Finance, Start-ups, Pricing, Supply Chain, Financial Planning, Budgets, Manufacturing, Analysis, Testing, Market Research

Education
University of North Carolina at Greensboro   2002 — 2004
MBA, Supply Chain & Finance

Pondicherry University
Postgraduate Diploma, Financial Management

Vivekananda College, University of Madras
Bachelor of Science, Chemistry

Charles Choomngern Charles Choomngern Orange County, California Area Details
Charles Choomngern's Merrill Lynch Experience September 2002 - January 2003
Job Finance Supervisor, FP&A at Time Warner Cable
Industry Marketing and Advertising
Experience
Time Warner Cable  March 2012 - Present
Time Warner Cable  June 2010 - March 2012
Time Warner Cable  July 2009 - June 2010
Time Warner Cable  October 2007 - July 2009
Time Warner Cable  January 2006 - October 2007
Los Angeles Times  November 2004 - December 2005
Downing Appraisal Services   January 2004 - October 2004
City of Cerritos  June 2001 - October 2004
Columbia University  May 2003 - July 2003
Merrill Lynch   September 2002 - January 2003

Skills
Financial Planning, Financial Analysis, Hyperion, Business Intelligence, Management, Leadership, Accounting, Hyperion Enterprise, Financial Modeling, Variance Analysis, Strategic Financial..., Process Improvement, Analysis, Finance, Budgets, Financial Reporting, Sales, Marketing

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2012
Master of Business Administration, Finance and International Business

University of California, Irvine   2000 — 2004
Bachelor of Arts, Economics and Management

Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC® Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC® Tampa/St. Petersburg, Florida Area Details
Sherida (Sherri) Ferguson, CFP®, CEBS®, AWMA®, CRPC®'s Merrill Lynch Experience 1992 - 1996
Job Specialist in financial planning, retirement income planning and investment management
Industry Financial Services
Experience
Csenge Advisory Group  September 2013 - Present
SL Ferguson Wealth Management Services   July 2011 - Present
Principal Financial Group  April 2009 - July 2011
Citi Smith Barney  October 2005 - June 2008
JB Hanauer  June 2003 - October 2005
Edward Jones  February 2000 - June 2003
The Hartford  April 1997 - February 2000
Merrill Lynch   1992 - 1996

Education
Lakeland Senior High

Polk State College

University of South Florida
BA

Timothy Seaman Timothy Seaman Portland, Oregon Details
Timothy Seaman's Merrill Lynch Experience October 2003 - October 2007
Job Transition Manager at Nike
Industry Information Technology and Services
Experience
TEKsystems  April 2015 - Present
IBM  May 2013 - March 2015
IBM  November 2010 - April 2013
IBM  November 2007 - November 2010
Merrill Lynch   October 2003 - October 2007

Skills
Business Control, Business Process, Business Process..., Business Process Design, Team Leadership, Leadership Development, Data Analysis, Policy Analysis, Procedure Development, Procedure Creation, Managing Workflow, Conflict Resolution, Microsoft Office, Lotus Notes, Business Analysis, Risk Management, Leadership, Forecasting, Training, Change Management, Project Management, Management, Analysis, Program Management

Education
Point Park University   1997 — 2002
Bachelor of Arts (B.A.), Art & Media Studies

University of Pittsburgh   1998 — 1999
Additional coursework

Helen Zhou Helen Zhou San Francisco Bay Area Details
Helen Zhou's Merrill Lynch Experience 2002 - September 2004
Job Senior Vice President, Managing Director at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank   July 2012 - Present
Wells Fargo Private Bank  June 2007 - July 2012
Citi Private Bank  September 2004 - June 2007
Merrill Lynch   2002 - September 2004

Skills
Banking, Investments, Credit, Investment Management, Wealth Management, Private Banking, Hedge Funds, Equities, Portfolio Management, Asset Managment, Private Equity, Series 7, Retirement Planning, Fixed Income, Investment Advisory, Finance, Risk Management, Alternative Investments, Investment Strategies, Loans, Securities, Strategy, High Net Worth..., Asset Management, Asset Allocation, Insurance, Wealth Management...

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2006 — 2008
EMBA, Leadership, Managing Org. Behavior/Change

Donald T. Regan School of Advanced Financial Management   2003 — 2003
Certified Financial Manager

University of California, San Diego   2000 — 2003
BA, Economics

Scott Wachs Scott Wachs Los Angeles, California Details
Scott Wachs's Merrill Lynch Experience February 2012 - August 2012
Job Wealth Strategy Associate at UBS
Industry Investment Management
Experience
UBS  April 2014 - Present
Diamond Capital Advisors  September 2012 - April 2014
Merrill Lynch   February 2012 - August 2012
Lone Oak Fund, LLC   September 2010 - March 2011
Wax Machine, LLC   April 2005 - June 2010

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2013
Master of Business Administration (MBA), Finance, General

University of Wisconsin
Bachelor of Arts, History; European History

Chayenne Rodriguez Chayenne Rodriguez Greater Philadelphia Area Details
Chayenne Rodriguez's Merrill Lynch Experience October 2011 - May 2012
Job Assistant Buyer at Forman Mills | MS Graduate: Global Fashion Enterprise
Industry Retail
Experience
Forman Mills  June 2014 - Present
Fashion Retailer   September 2013 - June 2014
4ShoreSwimwearBoutique   May 2013 - August 2013
Paul Hastings  September 2012 - March 2013
Merrill Lynch   October 2011 - May 2012
Rutgers University  April 2011 - May 2012
Greer Lange Talent Agency, Inc.   January 2011 - May 2011

Skills
Microsoft Office, Student Affairs, PowerPoint, Research, Public Speaking, Microsoft Excel, Entrepreneurship, Higher Education, Finance, Data Analysis, Management, Outlook

Education
Philadelphia University   2014 — 2015
Master's degree, Global Fashion Enterprise

Rutgers University, School of Business   2009 — 2012
B.S., Marketing/Economics, Cum Laude

James Cravotta, MBA, CRPC, CRPS James Cravotta, MBA, CRPC, CRPS Orange County, California Area Details
James Cravotta, MBA, CRPC, CRPS's Merrill Lynch Experience January 1998 - 2007
Job UPS Hypo Loan Specialist / Private Wealth Advisor
Industry Investment Management
Experience
Executive Services, LLC - Independent Financial Group   June 2015 - Present
Executive Services, LLC - Registered Investment Advisor / Concert WM   September 2011 - Present
Morgan Stanley Smith Barney  August 2007 - 2011
Merrill Lynch   January 1998 - 2007
UPS  January 1990 - July 1994

Skills
UPS Hypothecation Loan, UPS Hypo Loans, 401K Self Directed..., Portfolio Management, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Financial Analysis, Tactical Asset..., Employee Stock Options, Options Strategies, Concentrated Stock..., Wealth Preservation..., Tax-advantaged..., Securities Lending, Private Bank, Covered Calls, Loans Administration, 10b5-1 Plans, Rule 144, Section 16, Block Trading, Institutional Accounts, Money Managers, Wrap Accounts, Restricted Stock, Stock Option, Executive Compensation..., Executive Services, Pre-IPO, Asset Managment

Education
University of Oxford, UK   1998 — 1999
Studies, Global Enterprise Management

Pepperdine University   1996 — 1998
MBA, Business Management/Finance

University of Arizona / UOP   1993 — 1996
BSBA, Business Management -

Trabuco Hills High School   1985 — 1988
Diploma, General Education

Dimas Lizardo Dimas Lizardo Phoenix, Arizona Area Details
Dimas Lizardo's Merrill Lynch Experience July 2011 - September 2013
Job Managing Member at Panther Property Managment LLC
Industry Financial Services
Experience
Financial Engines  September 2013 - Present
Panther Property Managment LLC   January 2013 - Present
LI-BRA Realty Group Inc.   August 2006 - Present
Merrill Lynch   July 2011 - September 2013
Brookstone Securities, Inc.   December 2010 - July 2011
Florio Perrucci Steinhardt & Fader, LLC   2010 - 2011
Manhattan Apartments  2006 - 2011
Houlihan Parnes Realtors, LLC  2003 - 2005
Morgan Stanley  1996 - 1997

Skills
Series 7, Finance, Mergers & Acquisitions, Financial Services, Series 63, Financial Advisory, Risk Management, Uniform Combined State..., Marketing, Sales, Commercial Real Estate, Leases, Investments, Commercial Litigation, Property, Microsoft Excel, Brokerage, Mergers, Customer Service, Real Estate Economics, Asset Management, Due Diligence, Selling, Securities, Negotiation, Mortgage Lending, Strategic Planning, Real Estate, Investment Properties

Education
Phoenix College   2010 — 2015
Associate, Business Administration

Tye Raugh Tye Raugh Murrieta, California Details
Tye Raugh's Merrill Lynch Experience September 2010 - May 2012
Job National Account Manager at CentiMark Corporation | Commercial Roofing and Flooring Solutions
Industry Consumer Services
Experience
Kee Safety, Inc  September 2014 - May 2015
CentiMark Corporation  2015 - 2015
CentiMark Corporation  2015 - 2015
Husqvarna Construction Products  May 2012 - September 2014
Merrill Lynch   September 2010 - May 2012
Citifinancial Consumer Finance India Ltd  June 2007 - September 2010

Skills
Financial Analysis, Business Development, Forecasting, Business Planning, Budgets, New Business Development, Negotiation, Business Strategy, Sales, Sales Management, Strategic Planning, Management, Leadership, Competitive Analysis, Contract Negotiation, Team Building, Customer Service, Sales Process

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2012 — 2015
MBA candidate, Finance

Virginia Wesleyan College   1999 — 2003
BA, Business Management

Janette E. Drew Janette E. Drew San Francisco Bay Area Details
Janette E. Drew's Merrill Lynch Experience 2002 - 2003
Job Senior Private Banker at Northern Trust
Industry Banking
Experience
Northern Trust  June 2012 - April 2014
Bank of the West  November 2010 - January 2012
Bank of the West/Bancwest Corp. A BNP Paribas Subsidiary   October 2005 - November 2010
City National Bank  2003 - 2005
Merrill Lynch   2002 - 2003
CIT  2000 - 2001
FINOVA Capital Corporation  1997 - 2000
One Step Ahead  1992 - 1997
Citicorp  1981 - 1990

Skills
Cross Selling, Basel II, Sales and Marketing, Banking, Portfolio Management, Loans, Risk, Real Estate, Financial Risk, Credit, Capital Markets, Commercial Banking, Investments, Loan Origination, Finance, Risk Management, Credit Analysis, Underwriting, Credit Risk

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business

John W. Holmquist John W. Holmquist Orange County, California Area Details
John W. Holmquist's Merrill Lynch Experience August 2000 - November 2009
Job Certified Financial Planner / Wealth Management Advisor
Industry Financial Services
Experience
Holmquist Wealth Mangement, Inc.   June 2014 - Present
Western International Securities  December 2009 - June 2014
Merrill Lynch   August 2000 - November 2009
BHF-BANK  August 1987 - July 1999
Citicorp  June 1982 - August 1987

Skills
Retirement, Financial Planning, Investments, Asset Allocation, Investment Strategies, Wealth Management, Insurance, 401k, Entrepreneur, Financial Advisory, Retirement Planning, Annuities, Investment Advisory, Alternative Investments, Asset Protection

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1996 — 1998
Masters of Business Administration

Valparaiso University   1979 — 1982
Bachelor of Science in Business Administration, Finance

West Bend West   1974 — 1978

Jennifer Woo Pascua Jennifer Woo Pascua Orange County, California Area Details
Jennifer Woo Pascua's Merrill Lynch Experience July 2000 - October 2000
Job Program Manager at Thales Avionics, Inc. Aerospace Division
Industry Airlines/Aviation
Experience
Thales Avionics  October 2007 - Present
Rockwell Collins  May 2004 - October 2007
IMS  July 2003 - May 2004
Reynolds & Reynolds Software   June 2002 - July 2003
CANON  May 2001 - January 2002
UC Irvine Financial Aid Department   November 2000 - May 2001
Merrill Lynch   July 2000 - October 2000

Skills
Program Management, Systems Engineering, Aerospace, Integration, MS Project, Training, Quality Assurance, Avionics, Software Development, Six Sigma, Lean Manufacturing, Project Management, Proposal Writing, System Design, Product Development, Earned Value Management, System Testing, Management, PMP, Testing, Databases, Security Clearance, Engineering Management, DoD, Requirements Analysis, Budgets, Aircraft, Process Improvement, Requirements Management, Aviation, Software Project..., Change Management, Engineering, Project Planning, Cross-functional Team..., Product Management, Troubleshooting, Team Leadership, Software Engineering, Web Applications

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2005 — 2007
M.B.A.

University of California, Irvine   1998 — 2003
B.S., Computer Science with minor in Business Management

Alina Timinskas Alina Timinskas Greater Los Angeles Area Details
Alina Timinskas's Merrill Lynch Experience October 2003 - September 2005
Job Personal Consultant
Industry Health, Wellness and Fitness
Experience
Nature's Allure   September 2008 - Present
GENWORTH FINANCIAL ASSET MANAGEMENT   March 2007 - September 2009
Merrill Lynch   October 2003 - September 2005
BIO-TECHNOLOGY GENERAL CORP   January 2001 - January 2003
Ethicon Inc. Johnson & Johnson   January 2000 - January 2001
ROCHE LABORATORIES  January 1996 - January 2000
BAYER INC  January 1993 - January 1996

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2000 — 2001
MBA, Management, Finance

E. Michigan University
B.B.A, Business Management

Andy Waldbaum, CFP®, CRPS® Andy Waldbaum, CFP®, CRPS® Beverly Hills, California Details
Andy Waldbaum, CFP®, CRPS®'s Merrill Lynch Experience May 1998 - April 2003
Job Branch Manager at Raymond James in Beverly Hills
Industry Financial Services
Experience
Raymond James  July 2014 - Present
Merrill Lynch Wealth Management  May 2012 - June 2014
Morgan Stanley Smith Barney  June 2011 - May 2012
Morgan Stanley Smith Barney  November 2007 - June 2011
Smith Barney  May 2006 - November 2007
Smith Barney Citigroup  April 2003 - May 2006
Merrill Lynch   May 1998 - April 2003
Salish Trust   January 1996 - May 1998

Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Relationship Management, Series 63, Retirement, Securities, Portfolio Management, Bonds, Retirement Planning, Strategic Financial..., Fixed Income, Financial Services, Alternative Investments, Financial Advisory, Financial Planners, Series 65, FINRA, IRAs, Options, Hedge Funds, Equities, Series 24, Strategic Communications, Wealth Management..., Banking, ETFs, Asset Management, Uniform Combined State..., Fixed Annuities, Separately Managed..., Wealth, Private Banking, Asset Managment, Estate Planning, 401k, Finance, Investment Management, High Net Worth..., Series 6, Capital Markets, Financial Markets

Education
Seattle University   1992 — 1995
MBA, Marketing and International Business

Oriel College, University of Oxford   1986 — 1988
MA, English Literature

Pomona College   1982 — 1986
BA, History and English Literature

Manual High School: Denver, Colorado   1978 — 1982

Colin Schoppert Colin Schoppert Berkeley, California Details
Colin Schoppert's Merrill Lynch Experience June 2006 - August 2006
Job Business Operations at NerdWallet
Industry Internet
Experience
Seabury Group  January 2012 - July 2014
Deloitte Consulting, Strategy & Operations   2008 - December 2011
Semler Brossy Consulting Group  May 2007 - August 2007
Merrill Lynch   June 2006 - August 2006

Education
University of California, Berkeley, Haas School of Business   2014 — 2016
Master of Business Administration (MBA)

Pomona College   2004 — 2008
BA, Economics

The University of Edinburgh   2006 — 2006

Adrianne Zappi Adrianne Zappi Greater Boston Area Details
Adrianne Zappi's Merrill Lynch Experience June 2006 - August 2008
Job Paralegal at Duggan & Gianacoplos, LLC
Industry Law Practice
Experience
Duggan & Gianacoplos, LLC   May 2014 - Present
Barn Yard School of North Walpole   2000 - Present
Proficient Wealth Counselors, LLC   March 2013 - May 2014
Nana Corporation   March 2011 - March 2013
Clark & Elbing LLP  September 2010 - August 2012
Behar & Kalman, LLP   July 2010 - September 2010
Plymouth County Probate and Family Court   December 2008 - March 2009
Merrill Lynch   June 2006 - August 2008

Skills
Civil Litigation, Law, Intellectual Property, Legal Research, Outlook, Courts, Research, CRM databases, Microsoft Word, Microsoft Office, Legal Assistance, Patent Prosecution, PowerPoint, Microsoft Excel, Customer Service, Criminal Justice, Legal Documents, Filing, Legal Writing, Civil Law, Database Administration, Paralegal

Education
Plymouth State University   2005 — 2010
BA, Criminal Justice

Norfolk County Agricultural High School   2001 — 2005
High School Diploma, Animal Sciences

Tracie (DaSilva) Keeling Tracie (DaSilva) Keeling San Diego, California Details
Tracie (DaSilva) Keeling's Merrill Lynch Experience December 2002 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2002 - Present

Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Project Management, Risk Management, Banking, Investments, Financial Analysis, Financial Reporting, Leadership

Education
Point Loma Nazarene University

Krista Saleh Krista Saleh Los Angeles, California Details
Krista Saleh's Merrill Lynch Experience June 2012 - August 2012
Job Assurance Staff at EY
Industry Accounting
Experience
EY  September 2014 - Present
EY  June 2013 - August 2013
Merrill Lynch   June 2012 - August 2012
Wesely Thomas Enterprises  May 2011 - July 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Armenian, Spanish, Management

Education
Pepperdine University   2010 — 2014
Bachelor of Science (B.S.), Accounting

Umer Awan Umer Awan Newport Beach, California Details
Umer Awan's Merrill Lynch Experience December 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2014 - Present
J.P. Morgan Chase Bank N.A.   June 2011 - December 2014
State Farm  November 2005 - June 2011

Skills
Leadership, Financial Analysis, Customer Service, Strategic Planning, Microsoft Office, Management, Microsoft Excel, Sales, Finance, Marketing

Education
Pepperdine University   2010 — 2012
BSM, Business Management

Fountain Valley High School   2003 — 2007

Michael Bozzi Michael Bozzi Cambridge, Massachusetts Details
Michael Bozzi's Merrill Lynch Experience February 2004 - September 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
Merrill Lynch   February 2004 - September 2014

Education
Plymouth State University   1998 — 2001
Bachelor of Science in Business Administration, Major in Finance, Minor in Economics

Samantha Creath Samantha Creath New York, New York Details
Samantha Creath's Merrill Lynch Experience April 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   April 2013 - Present
AIDS Walk New York  February 2013 - April 2013
New York Road Runners  August 2012 - April 2013
Equinox  September 2012 - February 2013
UC Berkeley Alumni Association   June 2011 - August 2011

Skills
Organization, Team Work, Team Leadership, Time Management, Communication Strategy, Writing Skills, journalism, ethnography, Nepali, First Aid, Proficient in InDesign, Microsoft Office, Customer Service, Research, Teamwork, Writing

Education
Vassar College   2008 — 2012
Bachelor of Arts (B.A.), Sociology, Anthropology, Asian Studies

Pitzer College   2011 — 2011
Nepali Studies

Redwood High School   2004 — 2008
High School Diploma

Juan Murga Juan Murga Miami/Fort Lauderdale Area Details
Juan Murga's Merrill Lynch Experience December 1997 - February 2002
Job Financial Advisor, Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2011 - Present
Wachovia Securities  January 2008 - August 2011
Wachovia Securities  2007 - 2008
Wachovia Securities  2005 - 2007
Sud Finanzen   2003 - 2005
Merrill Lynch   December 1997 - February 2002
IBM  April 1997 - December 1997
Citibank  May 1992 - May 1992

Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   1993 — 1998
Business Administration, Business

Cardinal Newman College   1981 — 1992
Economics Oriented Bachelor

Kimberly J. Kern Kimberly J. Kern Los Angeles, California Details
Kimberly J. Kern's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor Candidate
Industry Financial Services
Experience
Merrill Lynch   May 2015 - Present
ECT News Network  June 2013 - May 2015
ICM Partners  January 2013 - June 2013
ICM Partners  July 2012 - December 2012
ECT News Network  January 2011 - July 2012
Wai & Connor, LLP   January 2010 - December 2010

Skills
Business Strategy, International Business, Managerial Finance, Account Management, Business Management, Business Analysis, Critical Thinking, Organizational..., Project Management, Office Management, Confidentiality, Legal Assistance, Customer Service, Social Networking, Adobe Photoshop, Social Media, Public Relations, Advertising, Photoshop, Sales, Editing, Strategic Planning

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2014
Bachelor's Degree, Management

University of Oxford
Global Enterprise Management Intensive

Matthew Poulton Matthew Poulton Scottsdale, Arizona Details
Matthew Poulton's Merrill Lynch Experience July 2010 - December 2010
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard  July 2015 - Present
Local First Arizona  August 2014 - May 2015
Mama's Hawaiian Bar-B-Cue   August 2014 - December 2014
Local First Arizona  June 2014 - August 2014
Tucson Clean & Beautiful Inc.   May 2014 - July 2014
Bank of America  November 2010 - November 2013
Tucson Day Deals LLC.   June 2012 - November 2012
Merrill Lynch   July 2010 - December 2010

Skills
Wealth Management, Customer Service, Investments, Banking, Sales, Leadership, Management, Portfolio Management, Cash Management, Event Planning, Commercial Banking, Retail Banking, Relationship Management, Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Financial Risk, Marketing Strategy, Credit Analysis, Strategic Financial..., Valuation, Sustainability, Sustainable Development, ArcGIS, Sustainability..., Corporate Sustainability, Business Management, Corporate Social..., HTML, CSS, Public Speaking, Business Development, Finance

Education
University of Arizona   2011 — 2015
Bachelor of Science (B.S.), Sustainable Built Environments; Business Administration, Senior

Pima Community College   2008 — 2011
Credits for transfer to the University of Arizona, General - Business

Robert Carlyon Robert Carlyon Colorado Springs, Colorado Details
Robert Carlyon's Merrill Lynch Experience June 1990 - October 2013
Job Chief Operating Officer at Syntal Capital Partners, LLC
Industry Financial Services
Experience
Syntal Capital Partners, LLC   October 2013 - Present
Syntal Capital Partners, LLC   October 2013 - Present
Merrill Lynch   June 1990 - October 2013
Morgan Stanley Dean Witter  September 1995 - November 1996

Skills
Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, English, Windows, Research, Outlook

Education
Pikes Peak Community College   1989 — 1990
Industrial Safety & Mine Safety, Dean's List

Jodie Golier Jodie Golier Greater Pittsburgh Area Details
Jodie Golier's Merrill Lynch Experience 1999 - 2000
Job Assistant Treasurer at KSM Energy, Inc.
Industry Accounting
Experience
KSM Energy, Inc.   October 2013 - Present
CompuCom  2002 - 2009
ABN AMRO  2001 - 2002
Redleaf Group  2000 - 2001
Merrill Lynch   1999 - 2000

Skills
Contract Negotiation, Internal Communications, Competitive Analysis, Webmaster Services, Management, Strategic Planning, Event Management, Marketing, Strategy, Marketing Communications

Education
Point Park University
B.S., Accounting

United States Air Force Academy

Payden Tierney Payden Tierney Dallas/Fort Worth Area Details
Payden Tierney's Merrill Lynch Experience June 2011 - November 2011
Job SaaS Contract Extension at IBM
Industry Information Technology and Services
Experience
IBM  August 2015 - Present
Oak Stream Partners, LLC   December 2013 - June 2014
Northwestern Mutual  June 2012 - June 2013
Merrill Lynch   June 2011 - November 2011
FM Facility Maintenance  June 2009 - August 2009

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2013 — 2015
Master of Business Administration (MBA), Finance, 3.6 GPA

The University of Connecticut   2006 — 2010
Bachelor of Arts (B.A.), Economics

Matthew Hoffer Matthew Hoffer Greater Los Angeles Area Details
Matthew Hoffer's Merrill Lynch Experience May 2012 - August 2012
Job
Industry Research
Experience
USC Credit Union  February 2015 - May 2015
Fuel Freedom Foundation  May 2014 - May 2015
Pitzer College  January 2012 - March 2014
Merrill Lynch   May 2012 - August 2012
California Assembly Speaker's Office of Member Services   May 2011 - August 2011

Skills
LaTeX, Microsoft Excel, Stata, Microsoft Word, Mathematics, Economics, Financial Modeling, Finance, Statistics, Econometrics, Research

Education
University of Southern California   2014 — 2015
Master's Degree, Economics

Pitzer College   2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics

Irvine High School   2006 — 2010

Cameron Mitchell Cameron Mitchell San Francisco Bay Area Details
Cameron Mitchell's Merrill Lynch Experience July 2007 - May 2008
Job Recruiter at Focused Staffing
Industry Staffing and Recruiting
Experience
Focused Staffing   March 2014 - Present
Paddock Mitchell   May 2004 - Present
Coast Oil Company   June 2008 - November 2012
Merrill Lynch   July 2007 - May 2008
Jakks Pacific  March 2006 - May 2007

Skills
Strategic Planning, Recruiting, Sales Process, Mediation, Creative Solutions, Marketing Communications, Managing Start-ups, Quantitative Finance, Technical Recruiting, Writing, Outside Sales, Sales Operations, Salesforce.com, Team Management, Environmental Consulting, Strategic Partnerships, Business Communications

Education
Pepperdine University School of Law   2004 — 2006
Juris Doctor, Masters of Dispute Resolution

University of Southern California   2000 — 2003
Bachelor of Arts (B.A.), English Literature & Creative Writing

John Slaught John Slaught Greater Los Angeles Area Details
John Slaught's Merrill Lynch Experience 1986 - 1990
Job Regional Business Director at Cubist Pharmaceuticals
Industry Biotechnology
Experience
Cubist Pharmaceuticals (a wholly-owned subsidiary of Merck, Inc)   March 2014 - Present
Hill-Rom  2011 - 2014
Astellas Pharma  1994 - 2010
Upjohn  1991 - 1994
Merrill Lynch   1986 - 1990

Education
Pepperdine University
MBA, Finance & Management

University of San Diego
BA, Business

San Marino High School

Elizabeth Jacoby Elizabeth Jacoby San Francisco Bay Area Details
Elizabeth Jacoby's Merrill Lynch Experience November 2011 - May 2012
Job MSFA Candidate
Industry Financial Services
Experience
Dolan Xitco Consulting Group   November 2013 - April 2015
Pizza Nova  November 2010 - November 2013
Torrey Pines Bank  February 2013 - October 2013
Life Perspectives   October 2012 - February 2013
Merrill Lynch   November 2011 - May 2012
Fermanian Business & Economic Institute   June 2011 - April 2012
Humphrey's Half Moon Inn   October 2010 - January 2011
NTC Venues   January 2010 - August 2010

Skills
Customer Service, Event Planning, PowerPoint, Event Management, Social Media, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Team Leadership, Photoshop, Marketing, Spanish, Facebook, Social Media Marketing, Teamwork, Data Entry, Hospitality, Non-profits, Budget, Salesforce.com, InDesign, Nonprofits

Education
Point Loma Nazarene University   2008 — 2012
Bachelor of Arts, Business Administration/ International Studies

Crescenta Valley High School   2004 — 2008

University of San Francisco
Master's of Science, Financial Analysis

David A. Boyer David A. Boyer Seal Beach, California Details
David A. Boyer's Merrill Lynch Experience December 1995 - October 1998
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 1998 - Present
Los Alamitos Unified School District  2004 - 2015
Merrill Lynch   December 1995 - October 1998
Brea, CA   January 1995 - December 1995

Skills
Retirement Planning, Risk Management, Asset Allocation, Investments, 401k Rollovers, Tax Efficient Strategies, Life Insurance, Mutual Funds, Equities, Retirement Plan..., Securities, Fixed Income, Investment Strrategies, Alternative Investments, Disability Insurance, Long Term Care Insurance, Business-owner Planning, Business-succession..., Estate Investment..., Wealth-preservation..., Retirement-plan..., School Boards

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1989 — 1991
University of California at Davis 1984, B.S. Ag. & Managerial Economics

UC Davis   1980 — 1984
Bachelor of Science (B.S.), Ag & Managerial Economics

J. R. Blackburn J. R. Blackburn Pikeville, Kentucky Details
J. R. Blackburn's Merrill Lynch Experience First Vice President, ManagerMorgan StanleyJune 1997 - September 2006
Job Senior Vice President / Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   First Vice President, ManagerMorgan StanleyJune 1997 - September 2006

Education
Pikeville College
Bachelor of Business Administration (BBA)

Maria Alevras-Chen Maria Alevras-Chen Greater Chicago Area Details
Maria Alevras-Chen's Merrill Lynch Experience June 2004 - August 2004
Job Director, Fixed Income Credit at ED&F Man Capital Markets Limited
Industry Law Practice
Experience
ED&F MAN Capital Markets Ltd  July 2014 - Present
Mayer Brown LLP  October 2007 - July 2014
U.S. District Court for the Southern District of New York, Second Circuit   June 2004 - August 2005
Merrill Lynch   June 2004 - August 2004

Skills
Debt Restructuring, Trade Finance, Finance, Loans, Corporate Governance, Securities Regulation, Banking Law, Corporate Law, Leveraged Finance, Securitization, Corporate Finance, Joint Ventures

Education
University of Notre Dame Law School   2004 — 2007
Doctor of Law (J.D.), Concentration in International Law and Commercial Transactions, Magna Cum Laude

Instituto Brasil Estados Unidos (IBEU) - Rio de Janeiro, Brazil   2002 — 2003
FLAS Fellow in Rio de Janeiro, Brazil, Intensive Language Studies

University of Notre Dame   2001 — 2002
Master's Degree, Iberian and Latin American Studies; Comparative Literature (Spanish & Portuguese), Summa Cum Laude

University of Notre Dame   1997 — 2001
Bachelor's Degree, Political Science, Spanish and Latin American Studies, Summa Cum Laude

Pontificia Universidad Católica de Chile   1998 — 2000
Political Science and Latin American Literature

Andrew Dialynas Andrew Dialynas Los Angeles, California Details
Andrew Dialynas's Merrill Lynch Experience July 2011 - April 2013
Job Assistant Vice President West Coast Institutional Mortgage & Asset Backed Securities at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC  April 2013 - Present
Merrill Lynch   July 2011 - April 2013
Bank of America Merrill Lynch  August 2009 - July 2011
Sagehen Capital Management  2008 - 2010

Education
Pomona College   2006 — 2010
B.A., Economics, Psychology

Sarah Burdette Sarah Burdette Concord, New Hampshire Details
Sarah Burdette's Merrill Lynch Experience January 2001 - June 2014
Job Client Service Associate at Harvest Capital Management
Industry Financial Services
Experience
Harvest Capital Management   June 2014 - Present
Merrill Lynch   January 2001 - June 2014

Education
Plymouth State University   1995 — 1999
Environmental Biology

Kim Riddle Kim Riddle Washington D.C. Metro Area Details
Kim Riddle's Merrill Lynch Experience May 1988 - May 1993
Job Associate Broker, RE/MAX Gateway
Industry Real Estate
Experience
RE/MAX Gateway - Gainesville   2000 - Present
RE/MAX Olympic   May 1993 - March 2000
Merrill Lynch   May 1988 - May 1993

Skills
Relocation, Condos, Buyer Representation, Short Sales, New Home Sales, Real Estate, REO, Seller Representation, Listings, First Time Home Buyers, Single Family Homes, Sellers, Selling, Real Estate Transactions, Referrals, Foreclosures, Investment Properties, ABR

Education
Catholic University
Social Work

Pfeiffer University

Murni Raun Murni Raun Los Angeles, California Details
Murni Raun's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch   May 2012 - Present
Alternative Outfitters   January 2012 - April 2012
Independent  July 2005 - April 2012

Skills
Market Research, Business Strategy, Competitive Analysis, Financial Analysis, Business Analysis, Contract Negotiation, Languages, International Sales, Wholesale Sales, Contract Manufacturing, Finance, Valuation, Corporate Finance, Strategic Financial..., Asset Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2011
MBA, Finance

Institut Villa Pierrefeu

St. Lawrence College

Anne-Christine Romer Anne-Christine Romer Santa Monica, California Details
Anne-Christine Romer's Merrill Lynch Experience June 2001 - August 2001
Job Red Bull gives you wings!
Industry Food & Beverages
Experience
Red Bull  June 2015 - Present
Absolute Partners LLC   April 2011 - November 2014
UC Berkeley  September 2011 - April 2012
20th Century Fox  February 2008 - December 2010
FUEL TV  2010 - 2010
CBS 5  May 2005 - November 2007
French-American Embassy   October 2003 - July 2004
Merrill Lynch   June 2001 - August 2001

Skills
Entertainment, Public Relations, Digital Media, Television, Social Media, Social Media Marketing, Film, New Media, Marketing Communications, Marketing Strategy, Digital Marketing, Publicity, Video Production, Social Networking, Advertising, Film Production, Integrated Marketing, Strategic Partnerships, Marketing, Breast Cancer, Analytics, Brand Management, Strategy, Creative Direction

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2010
MBA, Marketing

Bay Area Video Coalition   2006 — 2006
Certificate, Film/Video and Photographic Arts

University of California, Berkeley   1998 — 2003
BA, Comparative Literature, German Language Minor

Justin Siena High School

Suzanne Richards, Ed D Suzanne Richards, Ed D Washington D.C. Metro Area Details
Suzanne Richards, Ed D's Merrill Lynch Experience October 2006 - December 2007
Job Vice President at Freddie Mac
Industry Financial Services
Experience
Freddie Mac  June 2011 - Present
TD Bank  June 2010 - June 2011
Credit Suisse  2008 - June 2010
Merrill Lynch   October 2006 - December 2007
Lehman Brothers, Inc.   January 2003 - October 2006
CIBC Oppenheimer  June 2001 - December 2003
UBS/PaineWebber  1981 - 2001

Skills
Change Management, Diversity & Inclusion, Recruiting, Employee Engagement, Leadership, Capital Markets, Talent Management, Program Management, Program Development, Organizational..., Leadership Development, Succession Planning, Fixed Income, Executive Coaching, Human Resources, Onboarding, Organizational..., Organizational Design, Risk Management, Financial Services, Performance Management, Strategy, Management Consulting, Strategic Planning

Education
The George Washington University
Doctor of Education (Ed.D.), Human and Organizational Learning

Pepperdine University
Master of Business Administration (M.B.A.), Business

University of California at Santa Barbara
Bachelor of Arts (B.A.), Economics

Sandra Butler Sandra Butler Plainsboro, New Jersey Details
Sandra Butler's Merrill Lynch Experience January 2002 - June 2005
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock  March 2007 - Present
BlackRock  June 2005 - March 2007
Merrill Lynch   January 2002 - June 2005

Skills
Mutual Funds, Fixed Income, Asset Management, Portfolio Management, Equities, Series 7, Series 66, Investments, Asset Allocation, Investment Management, Securities, Investment Strategies

Education
Pepperdine University
Bachelor's degree, Business Administration and Management, General

Denice Withrow, D.Sc. Denice Withrow, D.Sc. Beaver, Pennsylvania Details
Denice Withrow, D.Sc.'s Merrill Lynch Experience 2007 - 2009
Job Chief Executive Officer at MWM Premier Enterprises, LLC
Industry Management Consulting
Experience
MWM Premier Consulting, LLC   June 2013 - Present
Bank of America  November 2007 - Present
Merrill Lynch   2007 - 2009
Merrill Lynch   2007 - 2009
Federated Investors  September 2002 - November 2007
Thermo Fisher Scientific  July 1997 - April 2002

Skills
Business Analysis, Project Portfolio..., Corporate Communications, Visio, Business Process..., Requirements Analysis, SharePoint, IT Strategy, Analysis, Information Technology, SDLC, Fiduciary Management, Program Management, Management

Education
Robert Morris University   2008 — 2011
Doctorate, Information Systems and Communication

Point Park University   2006 — 2007
MBA, MIS, Business Administration, Management and Operations

Point Park University   2004 — 2006
Bachelor of Science (BSc), Information Technology

Tashaan Forehan-Kelly, CRPC Tashaan Forehan-Kelly, CRPC Greater Los Angeles Area Details
Tashaan Forehan-Kelly, CRPC's Merrill Lynch Experience September 2011 - April 2013
Job Entrepreneur
Industry Financial Services
Experience
Veracious Advisors   May 2013 - Present
Athletes Renaissance   April 2013 - Present
Merrill Lynch   September 2011 - April 2013
Morgan Stanley  October 2008 - August 2011
Professional Athlete  June 2006 - April 2008

Skills
Investment Strategies, Retirement Planning, Wealth Management, Uniform Combined State..., Asset Allocation, Event Planning, Alternative Investments, Finance, Series 7, Financial Modeling, Asset Management, Investment Advisory, 401k, Estate Planning, Investments, Mutual Funds, Retirement, Strategic Financial..., Financial Advisory, Series 63, Equities

Education
Pepperdine University

University of California, Berkeley
Social

Jerrold A. Beyer, Jr., CIMA® Jerrold A. Beyer, Jr., CIMA® Orange County, California Area Details
Jerrold A. Beyer, Jr., CIMA®'s Merrill Lynch Experience 1998 - 2000
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2010 - Present
UBS Wealth Management  September 2005 - February 2010
Morgan Stanley Smith Barney  May 2000 - September 2005
Merrill Lynch   1998 - 2000

Skills
401(k) Rollovers, Beneficiary Planning, Stretch IRAs, Income Preservation..., Tax-Efficient..., Investments, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Strategy, Finance, Insurance, Variable Annuities, Multi-generational..., Liability Management, Weath Transfer, Business-Owner Planning, Concentrated Stock..., Fixed Income Strategies, Multi-Generational..., Risk Management, 401(k) Plans, Employer Sponsored..., Solo 401(k) Plans

Education
University of Pennsylvania - The Wharton School   2005 — 2006
CIMA® Certification Program

Washington State University   1994 — 1996
MA

University of Idaho   1989 — 1994
BA

Pontificia Universidad Católica del Ecuador   1992 — 1993

Jennifer Majcher Jennifer Majcher Greater Pittsburgh Area Details
Jennifer Majcher's Merrill Lynch Experience 1998 - 1999
Job General Education Instructor at Rosedale Technical College
Industry Higher Education
Experience
Rosedale Technical College  Branch Operations ManagerLegg Mason2000 - 2001
PNC  1999 - 2000
Merrill Lynch   1998 - 1999
Soloman Smith Barney  1997 - 1998

Skills
Higher Education, Brokerage, Team Leadership, Educational Leadership, Leadership Development, Instructor-led Training, Recruiting, Management, Teaching, Public Speaking, Leadership, Coaching

Education
Point Park University   1986 — 1991
Bachelor's Degree, Business Administration and Management, General

Point Park University   1986 — 1991
Bachelor's Degree, Fine/Studio Arts, Dance

Montour School District

Alexa Halloran Alexa Halloran Greater Los Angeles Area Details
Alexa Halloran's Merrill Lynch Experience June 2011 - August 2011
Job JD/MBA Student at Pepperdine University
Industry Legal Services
Experience
ROAR  June 2014 - August 2014
Harris & Moure, pllc   January 2013 - May 2013
Noble House Home Furnishings   May 2012 - July 2012
Merrill Lynch   June 2011 - August 2011
NowMedia Corporation   June 2005 - November 2008

Skills
Public Speaking, Microsoft Office, Business Development, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Organization, Fast-paced, Event Management, Social Media, Project Management, Public Relations, Marketing, Social Media Marketing, Social Networking, Event Planning, Typing, Computer Proficiency, Proficient Typing Skills, Legal Research, Legal Writing, Community Outreach, Time Management, Blogging

Education
Pepperdine University School of Law   2013 — 2017
Juris Doctor (J.D.), Law

Pepperdine University, The George L. Graziadio School of Business and Management   2014 — 2016
Master of Business Administration (M.B.A.)

University of Washington   2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government

Agoura High School   2007 — 2009

Chaminade College Preparatory   2005 — 2007

Brian Ely, PMP Brian Ely, PMP Greater Philadelphia Area Details
Brian Ely, PMP's Merrill Lynch Experience April 2010 - August 2011
Job Sr. Project Manager at Aon Centre for Innovation and Analytics
Industry Information Technology and Services
Experience
Aon Centre for Innovation and Analytics   September 2011 - Present
Merrill Lynch   April 2010 - August 2011
Merrill Lynch   November 2007 - November 2009
Educational Testing Services  December 2006 - April 2007
Merrill Lynch & Co, Inc.   December 2001 - November 2006
State Street Corp.  September 2001 - December 2001
Merrill Lynch & Co., Inc.   September 2000 - December 2000
Myxa Corp.   April 2000 - September 2000
Bristol-Myers Squibb  July 1999 - April 2000
Dow Jones & Co.   April 1997 - July 1999

Skills
Certified Project..., Microsoft Office, SharePoint

Education
Villanova University   2006 — 2007
Masters, Project Management

Philadelphia University   1986 — 1990
MBA, Finance

Temple University   1976 — 1981
BBA, Computer Sciences

Matt Olson Matt Olson Greater New York City Area Details
Matt Olson's Merrill Lynch Experience October 2000 - August 2006
Job Managing Partner at Kenna Consulting, Inc.
Industry Information Technology and Services
Experience
Kenna Consulting, Inc.   May 2012 - Present
Paragon Solutions, Inc.   July 2007 - May 2012
Paragon Computer Professionals  2007 - May 2012
Kenna Consulting, Inc.   October 2000 - June 2007
Merrill Lynch   October 2000 - August 2006
IBM Global Services  July 1998 - January 2000
Digital Lighthouse Corporation   2000 - 2000
Sandia National Laboratories  May 1997 - August 1998

Skills
Business Analysis, Solution Architecture, IT Strategy, Enterprise Architecture, Enterprise Software, Business Intelligence, SDLC, Cloud Computing, Business Process..., Business Process Design, Program Management, PMO, Requirements Analysis, Vendor Management, Agile Methodologies, Enterprise Content..., Documentum, Autonomy IDOL, Autonomy iManage, SharePoint, Project Portfolio..., Professional Services, SOA, PMP, SaaS, Integration, Governance, Software Project..., Management, Requirements Gathering, Project Management

Education
The University of New Mexico   1994 — 1997
Bachelor of Science (B.S.), Computer Science

Pomona College

Stephen Cusic Stephen Cusic Greater New York City Area Details
Stephen Cusic's Merrill Lynch Experience 1995 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Smith Barney  September 1997 - February 2006
Schroders  1997 - 2001
Merrill Lynch   1995 - 1997

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2003 — 2005
MBA, Finance

Union College   1990 — 1994
BA, Economics

Jim Belfield Jim Belfield Lenexa, Kansas Details
Jim Belfield's Merrill Lynch Experience 1983 - 2010
Job Dad Dentist Golfer Wine Enthusiast
Industry Fine Art
Experience
Dentist  April 1992 - Present
Audi Club   2003 - 2014
Audi Owner   2001 - 2014
Merrill Lynch   1983 - 2010

Skills
Gental Dentistry, Cosmetic Dentistry, Caring Dentistry, Dentistry, New Business Development, Healthcare, Strategic Planning, Insurance, Risk Management, Mergers, Caring, Financial Analysis, Treatment, Cosmetics, Mergers & Acquisitions, Customer Service

Education
Academy of General Dentistry   1997 — 2002
Mastership, Advanced Comprehensive Dentistry

Academy of General Dentistry   1993 — 1997
Fellowship, Comprehesive Dentistry

University of Missouri-Kansas City   1983 — 1987
DDS, Dentistry

Pittsburg State University   1979 — 1983
BS, Biology / Chemistry

Andrew Blazier Andrew Blazier Boston, Massachusetts Details
Andrew Blazier's Merrill Lynch Experience November 2005 - February 2007
Job Investor Relations Professional | Communications Veteran
Industry Public Relations and Communications
Experience
Sharon Merrill Associates  March 2013 - Present
Addo Communications  September 2009 - March 2012
CCG Investor Relations  March 2007 - September 2009
Merrill Lynch   November 2005 - February 2007
San Gabriel Valley Newspaper Group  November 2002 - November 2005

Skills
Press Releases, Financial Analysis, Investor Relations, Corporate Communications, Strategic Communications, Public Relations, Content Management, Media Relations, Project Management, Social Media, Equity Valuation, Crisis Communications, Content Development, Strategy, Internal Communications, Newsletters, Start-ups, Capital Markets, Equities, Finance, Leadership, Investments, Financial Services, Financial Communications, IPO, Financial Modeling, Communication Training, Reputation Management, Marketing Communications, Fundraising, Mergers & Acquisitions, Marketing, Writing, Editing, Executive Management, Research, Social Networking, Event Planning, Strategic Planning, Social Media Marketing, Nonprofits

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2003 — 2005
MBA, Finance

University of Oregon   1994 — 1998
Bachelor of Arts (B.A.), Journalism

McNary High School   1990 — 1994

Federico Infantino Federico Infantino New York, New York Details
Federico Infantino's Merrill Lynch Experience February 2014 - Present
Job Head of Fixed Income Structuring for Latam at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2014 - Present
Financial Capital Solutions, Ltd.   August 2011 - Present
Deutsche Bank  November 2001 - July 2011
Perez Companc   1997 - 2001

Skills
Derivatives, Investment Banking, Emerging Markets, Fixed Income, Capital Markets, Structured Products

Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   1992 — 1998
Bachelor of Science (BS), Accounting and Business/Management

BAEHS

Mayhew Pinney Mayhew Pinney Greater New York City Area Details
Mayhew Pinney's Merrill Lynch Experience July 1996 - June 2000
Job Administrative Assistant/Project Manager at Heraeus Noblelight America LLC.
Industry Research
Experience
Heraeus Noblelight America LLC.   September 2010 - Present
Sarnoff Corporation  February 2007 - February 2009
Sarnoff Corporation  August 2000 - January 2007
Merrill Lynch   July 1996 - June 2000
Philadelphia University  1993 - 1995

Skills
Cross-functional Team..., Leadership, Program Management, Analysis, Research, Team Building, Visio, Access, Process Improvement, Project Management, Microsoft Project, PowerPoint, Microsoft Excel

Education
DeVry University   2006 — 2007
BS, Technical Management

Philadelphia University   1992 — 1996
Transferred to DeVry, Computer Science

William Howard Taft High School   1989 — 1992
Regency Diploma, General Studies

Sandy Point High School (St. Kitts, West Indies)   1986 — 1989
High School, High School/Secondary Diplomas and Certificates

Desikan Narasimhan Desikan Narasimhan Greater New York City Area Details
Desikan Narasimhan's Merrill Lynch Experience July 2004 - December 2005
Job Global Head of Due Diligence at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  January 2013 - Present
UBS Wealth Management  2006 - Present
UBS Investment Bank  June 2010 - July 2012
Merrill Lynch   July 2004 - December 2005
Goldman Sachs  1998 - 2002
Goldman Sachs Asset Management  1998 - 2002

Education
Suffolk University - Sawyer School of Management   1996 — 1998
Master of Science (MS), Finance

Pondicherry University   1991 — 1993
Master of Business Administration (MBA), Finance

Amanda Coe Amanda Coe Orange County, California Area Details
Amanda Coe's Merrill Lynch Experience 2004 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Pacific Alternative Asset Management Company (PAAMCO)   November 2013 - Present
Deutsche Bank  October 2009 - October 2013
Goldman Sachs - Ayco   September 2006 - May 2009
Merrill Lynch   2004 - 2006

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2012
MBA

University of California, Riverside   2002 — 2006
BS, Business Administration

Adam Sladowsky Adam Sladowsky Greater New York City Area Details
Adam Sladowsky's Merrill Lynch Experience 2000 - 2001
Job Director, Mobility & Analytics at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson  December 2013 - Present
Johnson & Johnson  January 2010 - December 2013
Johnson & Johnson  May 2006 - December 2009
Johnson & Johnson  June 2001 - May 2006
Delta Corporate Services  2001 - 2005
Merrill Lynch   2000 - 2001
Cargill Investor Services  1999 - 2000
Natex   1997 - 1999

Skills
Business Analysis, SDLC, ITIL, SQL, Strategic Planning, Visio, Integration, Requirements Analysis, IT Strategy, Windows, Mobile Devices, Leadership, Management, Vendor Management, Strategy

Education
Pomona College   1993 — 1997
Bachelor of Arts (B.A.)

The Pingry School   1982 — 1993

Eugene Lam Eugene Lam Greater Los Angeles Area Details
Eugene Lam's Merrill Lynch Experience May 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2007 - Present

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2004 — 2006
MBA

University of California, Los Angeles   1997 — 2000

James Madigan James Madigan Greater Los Angeles Area Details
James Madigan's Merrill Lynch Experience May 2012 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2012 - Present
Crowell, Weedon & Co.   March 2008 - December 2011

Skills
Equities, Bloomberg, Series 7, Research, Microsoft Office, Financial Analysis, Valuation, Customer Service, Alternative Investments, Microsoft Word, Microsoft Excel, Financial Modeling, Portfolio Management, Writing, Administration, Equity Research, Series 66, Notary, Relationship Management, Risk Management

Education
Pepperdine University   2005 — 2007
2007, Business Administration, Cum Laude

The Thacher School   2000 — 2003
HS

Alan Kizor Alan Kizor San Francisco Bay Area Details
Alan Kizor's Merrill Lynch Experience September 1997 - March 2002
Job Managing Partner at Alan (K)izor & Partners Consulting, LLC
Industry Financial Services
Experience
ALAN (K)IZOR & PARTNERS CONSULTING, LLC   June 2009 - Present
Union Bank  October 2004 - December 2008
Merrill Lynch   September 1997 - March 2002
Barclays Global Investors  1995 - 1997
Wells Fargo  1980 - 1995

Skills
Business Strategy, Financial Services, Investments, Mutual Funds, Product Development, Product Management, Sales Management, Retirement, Banking, Equities, Leadership, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Start-ups, Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, International Business

University of Colorado Boulder
BA

Ryan Gonzalez Ryan Gonzalez Calgary, Canada Area Details
Ryan Gonzalez's Merrill Lynch Experience February 2006 - August 2008
Job MBA 09 at Pepperdine University
Industry Oil & Energy
Experience
Merrill Lynch   February 2006 - August 2008
Calpine  2005 - 2006

Skills
Financial Modeling, Derivatives, Valuation, Trading, Risk Management, Financial Analysis, Options, Portfolio Management, Corporate Finance, Commodity Markets, Commodity, Financial Risk, Equities, Investment Banking, Hedging

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2008 — 2009
MBA

Texas A&M University   2001 — 2004

kumaraselvaraju gunasekaran kumaraselvaraju gunasekaran Greater New York City Area Details
kumaraselvaraju gunasekaran's Merrill Lynch Experience 2002 - 2005
Job Data Architect at Federal Reserve Bank of New York
Industry Information Technology and Services
Experience
Federal Reserve Bank of New York  October 2009 - Present
Artists Striving To End Poverty  2009 - 2011
Artists Striving To End Poverty  2009 - 2011
Federal Reserve Bank of New York  December 2007 - September 2009
ActiveHealth Management  2006 - 2007
Merrill Lynch   2002 - 2005
Tata Consultancy Services  1998 - 2001

Education
New York University - Leonard N. Stern School of Business   2010 — 2014
MBA, Strategic Management

Pondicherry University   1992 — 1996

Alex Maro Alex Maro Greater Detroit Area Details
Alex Maro's Merrill Lynch Experience April 2004 - March 2006
Job Senior Manager at General Motors
Industry Information Technology and Services
Experience
General Motors  March 2013 - Present
Cision  March 2009 - December 2012
Avigilant   March 2006 - March 2009
Merrill Lynch   April 2004 - March 2006
MPEA  April 1999 - March 2004
Circle K  May 1996 - April 1999

Skills
Databases, Development Management, Business Intelligence, Database Administration, Database Development, Software Development, Software Development..., ITIL, Solution Architecture, Application Architecture, Enterprise Architecture, Reporting & Analysis, Microsoft SQL Server, Project Management, Solr, Linux, SharePoint, Exchange 2010/2007/2003, Windows Server, Powershell, Python, C#, Visual Studio, TFS, SSRS, SQL, T-SQL, SOA, SDLC, Web Services, Enterprise Software, Systems Analysis, Software Project..., VB.NET, Web Applications, Software Design

Education
Pima Community College

Corey Hosken, SPHR Corey Hosken, SPHR Washington D.C. Metro Area Details
Corey Hosken, SPHR's Merrill Lynch Experience May 2014 - Present
Job Employee Relations Manager Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present
Merrill Lynch   November 2010 - April 2014
Bank of America  June 2006 - October 2010
Bank of America  June 2005 - July 2006
Bank of America  July 2001 - June 2005
General Electric  July 2000 - July 2001
SHRM  2000 - 2001
Affiliated Computer Services, A Xerox Company  November 1998 - June 2000
SHRM  2000 - 2000
CMS Management Services  May 1996 - September 1998

Skills
Performance Management, Talent Management, Succession Planning, Employee Relations, Human Resources, Organizational..., Deferred Compensation, Personnel Management, Employee Benefits, Employee Training, Leadership Development, Employment Law, Training, Strategy, Cross-functional Team..., Leadership, Mergers & Acquisitions, Management, Six Sigma, Coaching, Recruiting, Workforce Planning, Data Privacy, Compliance, Case Managment, Conflict Resolution, Global Human Resources..., Legal Compliance, Redeployment, Executive Compensation..., Talent Acquisition, Onboarding

Education
Pfeiffer University   2008 — 2010
MS, Leadership and Organizational Change, International Concentration

Purdue University   1991 — 1995
BA, Psychology & Law and Society

UNSW Australia   1994 — 1994

Baskaran Souppour Baskaran Souppour Jacksonville, Florida Area Details
Baskaran Souppour's Merrill Lynch Experience 1997 - 1999
Job Project Manager at Crowley Maritime
Industry Information Technology and Services
Experience
Crowley Maritime  April 2009 - Present
Citigroup  1999 - June 2009
Merrill Lynch   1997 - 1999

Skills
Green Belt in Lean Six..., Working on my Black..., Business Analysis, Visio, Process Improvement, Software Project..., Requirements Analysis, Change Management, MS Project, Systems Analysis, SDLC, Business Requirements, Six Sigma, Quality Assurance

Education
University of Phoenix   2003 — 2005
Master of Business Administration (MBA), Technology Management, A

IGNOU   1995 — 1996
Post graduate degree, Operations Management, A

Pondicherry University   1989 — 1992
MCA, Computer

Lucrecia Boulton Lucrecia Boulton Greater New York City Area Details
Lucrecia Boulton's Merrill Lynch Experience November 2000 - March 2003
Job VP OCRM at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America  January 2015 - Present
Barclays  March 2008 - February 2013
Barclays  March 2003 - March 2008
Merrill Lynch   November 2000 - March 2003
Prudential Securities  May 1999 - November 2000

Skills
Series 63, CRM, Bonds, Derivatives, Strategy, Leadership

Education
University of Pennsylvania - The Wharton School   1994 — 1998
BS, BA, Marketing, Multinational Management, Latin American Studies

Pontificia Universidad Católica de Chile   1996 — 1996

Aoibheann Clarke Aoibheann Clarke Greater Los Angeles Area Details
Aoibheann Clarke's Merrill Lynch Experience January 1988 - November 1998
Job Director of Business Development
Industry Venture Capital & Private Equity
Experience
Los Angeles County Bar Association  1998 - 2008
MERRILL LYNCH   January 1988 - November 1998

Skills
Public Relations, New Business Development, Contract Negotiation, Strategy, Strategic Planning, Fundraising, Mergers, Marketing Strategy, Start-ups, Due Diligence, Mergers & Acquisitions, Negotiation, Digital Marketing, Intellectual Property, Event Planning, Social Media Marketing, Advertising, Business Development, Venture Capital, Digital Media, Social Media, Online Advertising, E-commerce, Marketing, Nonprofits, Analytics, Management, Public Speaking, Marketing Communications

Education
Pepperdine University, The George L. Graziadio School of Business and Management

University of California, Los Angeles

Jeanette Hackett Jeanette Hackett Greater Philadelphia Area Details
Jeanette Hackett's Merrill Lynch Experience October 2007 - Present
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2007 - Present
Bank of America Merrill Lynch  2005 - Present
Merrill Lynch   September 2005 - October 2007

Education
Pfeiffer University   1989 — 1994
BA, Liberal Arts

Elise Devon Elise Devon Portland, Maine Area Details
Elise Devon's Merrill Lynch Experience 1997 - 1998
Job Relationship Manager looking for New Opportunities
Industry Financial Services
Experience
Benefit Strategies, LLC  May 2007 - September 2008
Great-West  November 2004 - November 2005
Buck Consultants  November 2000 - April 2004
Great-West Life & Annuity  1998 - 2000
Merrill Lynch   1997 - 1998
Scudder Investments  1996 - 1997

Education
Plymouth State University   1991 — 1995
BS, Business

HDHS

Irina Rayter Irina Rayter Greater New York City Area Details
Irina Rayter's Merrill Lynch Experience 1997 - 2000
Job Quantitative Analyst, Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York  April 2015 - Present
Federal Reserve Bank of New York  2011 - Present
Credit Suisse  2011 - 2011
Rutgers University  2009 - 2011
J. P. Morgan Chase/Bear Stearns   2003 - 2009
State Street Bank  2000 - 2003
Merrill Lynch   1997 - 2000

Skills
Quantitative Finance, Stochastic Calculus, Credit Derivatives, Market Risk, Time Series Analysis, VAR, Perl, Financial Risk, Asset Management, Monte Carlo Simulation, Incremental Default Risk, Risk Management, Derivatives, Fixed Income, Financial Modeling, Quantitative Analysis, Credit Risk, FX, Financial Engineering, Numerical Analysis, Equities, Portfolio Optimization, Stress Testing, Matlab, C++, VBA, SQL, Quantitative Analytics, FX Options

Education
Rutgers, The State University of New Jersey-New Brunswick
Master of Science, Financial Mathematics

Saint Petersburg State Polytechnical University
M.S., Computer Science

Ernie Alamillo Ernie Alamillo San Francisco Bay Area Details
Ernie Alamillo's Merrill Lynch Experience September 2006 - December 2008
Job Senior Financial Advisor at UnionBanc Investment Services
Industry Financial Services
Experience
UnionBanc Investment Services  March 2009 - Present
Merrill Lynch   September 2006 - December 2008
Wells Fargo Investments  June 2000 - September 2006
Citigroup  1995 - 2000

Education
Pepperdine University
Bachelor's, Business Administration

Coughlin, Barry Coughlin, Barry Greater Boston Area Details
Coughlin, Barry's Merrill Lynch Experience June 1987 - March 1992
Job Sales and Marketing at Kates Construction
Industry Financial Services
Experience
Kates Construction   March 2014 - Present
The Bulfinch Group  September 2012 - July 2013
Essex Investment Management  April 1999 - May 2012
John Hancock Advisors  February 1997 - March 1999
Essex Investment Management  May 1995 - February 1997
Essex Investment Management  March 1992 - May 1995
Merrill Lynch   June 1987 - March 1992

Skills
Trading, Hedge Funds, Asset Management, Securities, Funding, buy side operations, sell side operations, Market Analysis, Algorithms, Bloomberg, Order Management, international trading, Prime Brokerage, Asset Allocation, Financial Services, Options

Education
Plymouth State University   1982 — 1986
B.S.B.A., Marketing, Economics

John Dempsey, CFA John Dempsey, CFA Greater Los Angeles Area Details
John Dempsey, CFA's Merrill Lynch Experience January 1997 - January 1998
Job Regional Financial Analysis Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield  August 2013 - Present
Regency Centers  November 2010 - April 2013
NATIONAL EXCHANGE ADVISORS, LLC   January 2006 - November 2010
Arthur Consulting Group  May 2000 - December 2005
MATTHEWS STUDIO GROUP   January 1998 - January 2000
Merrill Lynch   January 1997 - January 1998

Skills
Financial Modeling, Due Diligence, Valuation, Financial Analysis, Mergers & Acquisitions, Forecasting, Business Valuation, Private Equity, Risk Management, Budgets, Analysis, Start-ups, Real Estate Development, Real Estate, Leases, Real Estate Economics, Mergers, Commercial Real Estate, Finance, Investments, Management, Dispositions

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1999 — 2001
MBA, Finance

Villanova   1994 — 1997
Bachelor of Arts, Finance

Crespi/Louisville

Federico Azpiazu Federico Azpiazu Greater New York City Area Details
Federico Azpiazu's Merrill Lynch Experience 1999 - 2000
Job Vice President at Duff & Phelps Alternative Asset Advisory/Portfolio Valuation Services
Industry Financial Services
Experience
Duff & Phelps  November 2013 - Present
Deloitte Financial Advisory Services  February 2008 - November 2013
Navigant Capital Advisors  2004 - 2008
Lopez Leon Brokers   September 2000 - August 2002
Merrill Lynch   1999 - 2000

Education
The George Washington University - School of Business   2002 — 2003
Master of Science in Finance, Finance

University of California, Berkeley   1999 — 1999
Postgraduate Studies, Investment Management

Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'   1991 — 1995
Bachelor's degree, Economics

Vincent Beatty Vincent Beatty Greater Seattle Area Details
Vincent Beatty's Merrill Lynch Experience 1988 - 1988
Job Chief Financial Officer
Industry Financial Services
Experience
FHLB Seattle   May 2004 - Present
Glendale Federal Bank  April 1990 - August 1998
First Interstate Bank  1989 - 1990
Merrill Lynch   1988 - 1988

Skills
Capital Markets, Risk Management, Portfolio Management, Banking, Strategic Planning, Derivatives, Hedging, Financial Modeling, Corporate Finance, Investments, Process Improvement, Financial Management, Valuation, Fixed Income, Pricing, Asset Management, Forecasting, Leadership, Executive Management, Managerial Finance, Analytics, Financial Risk, Mortgage Lending, Finance, Financial Analysis, Loans, Credit Analysis, Credit, Treasury Management, Funding, Due Diligence, Financial Reporting, Mergers & Acquisitions, Financial Services, Accounting, Structured Finance, Strategy, Cash Management, Credit Risk, Restructuring, Management, Business Development, Budgeting

Education
UCLA Anderson School of Management   1987 — 1989
MBA

Pomona College   1978 — 1982
BA, Mathematical Economics

Veronica Estrada Veronica Estrada Greater Los Angeles Area Details
Veronica Estrada's Merrill Lynch Experience 2006 - 2008
Job Private Wealth Management at JP Morgan
Industry Financial Services
Experience
Fulfillment Fund Alumni Board   July 2014 - Present
Junior League of Los Angeles, Inc.   July 2011 - Present
Deutsche Bank  June 2008 - March 2015
Fulfillment Fund Alumni Ambassadors Board   June 2012 - June 2014
Junior League of Los Angeles  2010 - 2011
Merrill Lynch   2006 - 2008

Skills
Investments, Estate Planning, Asset Management, Alternative Investments, Finance, Wealth Management..., Mortgage Lending, Brokerage, Aircraft Finance, Leadership, Loans, CRM, Financial Services, Customized Financial..., Nonprofits, Philanthropy, Sports Franchise Lending, Asset Managment, Non-profits, Board of Directors, Hedge Funds, Equities

Education
Pepperdine University   2004 — 2008
Bachelor of Science & Bachelor of Arts, Business Administration and Finance and Hispanic Studies

Cliff Westberg, CFP Cliff Westberg, CFP Plymouth, Massachusetts Details
Cliff Westberg, CFP's Merrill Lynch Experience March 1994 - March 1998
Job President at With Integrity Wealth Management
Industry Investment Management
Experience
With Integrity Wealth Management   January 2015 - Present
With Integrity Financial   December 2002 - Present
Janney Montgomery Scott  March 1998 - December 2002
Merrill Lynch   March 1994 - March 1998
John Hancock Financial Services  May 1992 - March 1994

Skills
Fixed Annuities, Life Insurance, Retirement Planning, Variable Annuities, Wealth Management, Investment Advisory, Series 7, Strategic Financial..., Mutual Funds, Investment Strategies, Asset Allocation, Retirement, Investments, Estate Planning, IRAs, Series 63, Securities, Financial Advisory, 401k Rollovers, Portfolio Management, ETFs, Wealth Management..., 401k, Financial Services, Wealth Accumulation, Investment Management, Alternative Investments, Wealth, Financial Planners, Certified Financial..., Roth IRA, Bonds, High Net Worth..., Personal Financial..., Long Term Care Insurance, Financial Goals, Asset Protection, 529 Plans, Separately Managed..., Term Life Insurance, Asset Management, Fixed Income, Stocks

Education
Boston University   1998 — 2001
CFP, Certified Financial Planner

Boston University
Financial Planning

Plymouth State University   1987 — 1992
Bachelors, Business

Ellen Strauss Ellen Strauss Greater Los Angeles Area Details
Ellen Strauss's Merrill Lynch Experience 1991 - 1993
Job VP at RNC Genter Capital
Industry Financial Services
Experience
RNC Genter Capital   January 2000 - Present
Crowdfundingroadmap   2005 - 2014
Merrill Lynch   1991 - 1993

Skills
Investment Advisory

Education
University of Vermont   1978 — 1979
Masters of Education, Foundations of Education

Pitzer College   1970 — 1974
BA, Political Science

Institute of European Studies   1972 — 1973
Certificat, Political Science and Government

Sunset Hill   1956 — 1970

Achilles Kontoyiannis Achilles Kontoyiannis Miami/Fort Lauderdale Area Details
Achilles Kontoyiannis's Merrill Lynch Experience September 1997 - February 2003
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  February 2003 - Present
Merrill Lynch   September 1997 - February 2003

Skills
Portfolio Management, Finance, Wealth Management, Financial Analysis, Leadership, Investments, Strategic Planning, Negotiation, Risk Management, Equities

Education
other   1982 — 1984

Philadelphia University   1977 — 1982
Bachelor of Science (BS) Business Administration, Business Administration and Management, General

Philadelphia University

Cengiz Volkan Cengiz Volkan Rancho Palos Verdes, California Details
Cengiz Volkan's Merrill Lynch Experience December 2008 - Present
Job Certified Portfolio Manager
Industry Financial Services
Experience
Merrill Lynch   December 2008 - Present
Citi Family Office   September 1993 - December 2008

Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Advisory, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 65, Series 7, Strategic Financial..., Strategy, Uniform Combined State..., Wealth Management, Bonds, High Net Worth..., Separately Managed..., Private Equity, Estate Planning, 401k, Wealth Management...

Education
columbia university   2010 — 2011
CPM, Certified Portfolio Management - Financial Engineering

Pepperdine University, The George L. Graziadio School of Business and Management   1990 — 1992
MBA, Finance

Stephanie Bauer Stephanie Bauer San Francisco, California Details
Stephanie Bauer's Merrill Lynch Experience August 2010 - Present
Job Vice President, Ultra High Net Worth Solutions Group
Industry Capital Markets
Experience
Merrill Lynch   August 2010 - Present
Merrill Lynch, Private Banking and Investment Group  June 2008 - August 2010

Skills
Derivatives, Capital Markets, Alternative Investments, Series 7, Series 66

Education
University of Notre Dame   2004 — 2008
Bachelor of Science (B.S.), Mathematics

Pontificia Universidad Católica de Chile   2007 — 2007
Study Abroad Program

Jonathan L Guarracino Jonathan L Guarracino West Point, Pennsylvania Details
Jonathan L Guarracino's Merrill Lynch Experience June 2010 - August 2010
Job Sales and Business Development at Earth Pride Organics
Industry Financial Services
Experience
Wells Fargo Advisors  February 2013 - Present
Quasar Trading  July 2012 - February 2013
Currencies Direct - London   January 2011 - March 2011
Merrill Lynch   June 2010 - August 2010

Skills
Microsoft Excel, Bloomberg Terminal, Retirement Planning, Proprietary Trading, Risk Management, PowerPoint, Strategic Financial..., Trading, Financial Planning, Banking, Finance, Portfolio Management, Investments, Financial Markets, Financial Analysis

Education
Philadelphia University   2008 — 2012
Bachelor of Science, Finance

AMERICAN INTERCONTINENTAL UNIVERSITY   2011 — 2011
Finance

Carrie Gallagher Carrie Gallagher Greater New York City Area Details
Carrie Gallagher's Merrill Lynch Experience October 2007 - January 2009
Job Account Manager, Health & Wellness Trainer and Coach
Industry Professional Training & Coaching
Experience
Balancing Life's Issues  April 2011 - Present
Janney Montgomery Scott  November 2009 - April 2011
Janney Montgomery Scott  January 2009 - November 2009
Merrill Lynch   October 2007 - January 2009
Dress Barn  May 2005 - September 2007

Skills
Coaching, Customer Service, Public Speaking, Leadership, Training, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Marketing, Staff Development, Organizational..., Interviews, Management, Team Building, Project Management, Public Relations, Access

Education
Philadelphia University   2001 — 2005
Bachelors, Marketing

Joseph Gaudreau Joseph Gaudreau Charlotte, North Carolina Details
Joseph Gaudreau's Merrill Lynch Experience May 2008 - August 2008
Job Internal Wholesaler at Jackson
Industry Financial Services
Experience
Jackson  July 2015 - Present
MetLife Investors  July 2014 - Present
MetLife  June 2011 - June 2014
MetLife  October 2010 - May 2011
Ardent Learning  May 2009 - August 2009
Merrill Lynch   May 2008 - August 2008

Skills
Series 6, Series 63, Retirement Planning, Mutual Funds, Series 7, Investments, Retirement, Asset Allocation, Fixed Annuities, Variable Annuities, Wealth Management, Securities

Education
University of Colorado Boulder   2007 — 2010
Bachelor of Arts, Economics

Pepperdine University   2006 — 2006
Business Administration

St. Margaret's Episcopal School   2002 — 2006

Isabel Cathcart Isabel Cathcart Greater Los Angeles Area Details
Isabel Cathcart's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch, Pierce, Fenner & Smith
Industry Investment Management
Experience
Merrill Lynch   June 2015 - Present
Citigroup Global Markets Inc.  May 2012 - Present
Western International Securities, Inc.   April 2011 - May 2012
Trust Company of the West  2005 - 2006
UBS  March 2001 - February 2005
Merrill Lynch   January 1993 - March 2001

Skills
Alternative Investments, Series 7, Wealth Management, Asset Management, Investments, Finance, Asset Allocation, Banking, Hedge Funds, Fixed Income

Education
Pitzer College
Economics & Psychology

University of London
Economics

Rao Kanuri Rao Kanuri Greater Detroit Area Details
Rao Kanuri's Merrill Lynch Experience December 2009 - August 2010
Job Lead Test Automation/Performance Testing
Industry Information Technology and Services
Experience
Ford Motor Company  February 2015 - Present
Ford Motor Company  September 2014 - February 2015
Barclays Wealth  January 2011 - August 2014
Wells Fargo  August 2010 - December 2010
Merrill Lynch   December 2009 - August 2010
Wipro Technologies  June 2006 - December 2009

Skills
Test Automation, QTP, Quality Center, Testing, Selenium, ClearQuest, JIRA, Perforce, SQL Server, DB2, VBScript, ISTQB Certified, Quality Assurance, SQL, HP Quality Center, SDLC, HP QTP, TestNG, Microsoft SQL Server, Performance Testing, LoadRunner, SoapUI, Test Management, User Acceptance Testing

Education
Pondicherry University   2001 — 2005
B.tech, Computers

Jeffrey Bohus Jeffrey Bohus Cherry Hill, New Jersey Details
Jeffrey Bohus's Merrill Lynch Experience June 2013 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2013 - Present

Education
Philadelphia University   2009 — 2013
Finance and Marketing

Evan Wade Evan Wade Dallas/Fort Worth Area Details
Evan Wade's Merrill Lynch Experience July 2011 - December 2012
Job Project Manager at Cabral Construction
Industry Financial Services
Experience
Cabral Construction   May 2013 - Present
Merrill Lynch   July 2011 - December 2012
Fidelity Investments  February 2008 - July 2011
Countrywide Mortgage Services  February 2007 - February 2008
Pulte Group, Inc.   September 2005 - September 2006

Skills
Series 7, Wealth Management, Retirement Planning, Asset Management, Mutual Funds, Financial Planning, Project Management, Risk Management, Strategic Planning, Portfolio Management, Leadership, Management

Education
Pepperdine University   2003 — 2005
Political Science, Foreign Policy

University of North Texas

Christopher B. Petot Christopher B. Petot Pikeville, Kentucky Details
Christopher B. Petot's Merrill Lynch Experience September 2006 - April 2008
Job MidAtlantic Business Manager @ Fairway Outdoor Advertising
Industry Accounting
Experience
Fairway Outdoor Advertising  February 2013 - March 2014
US Bancorp  April 2008 - December 2010
National College of Business & Technology   January 2007 - May 2008
Merrill Lynch   September 2006 - April 2008
Morgan Stanley  March 2006 - September 2006
Appalachian News Express   May 2005 - March 2006
Pike County Board of Education  January 2004 - March 2006
THE MEN'S CORNER   January 1999 - January 2006

Skills
Insurance, Team Building, Business Strategy, Accounting, Employee Benefits, Human Resources, Microsoft Excel, Marketing, Strategic Planning, Strategy, Management, Leadership, CRM, Cold Calling, Selling, Pricing, Investments, Small Business, Process Improvement, Banking, Mutual Funds, Time Management, Sales, Portfolio Management, Coaching, Sales Operations, Customer Service, Business Development, Analysis, Training, Financial Analysis, Strategic Financial..., Finance, Microsoft Office, Budgets, Business Planning, Risk Management, Mergers & Acquisitions, Account Management, Financial Reporting, Forecasting, New Business Development, Customer Retention, Accounts Payable, Account Reconciliation, Accounts Receivable, Series 7, Cash Flow, Executive Management, Managerial Finance

Education
Pikeville College   1999 — 2003
B.B.A., Accounting

Mark Furman Mark Furman Greater New York City Area Details
Mark Furman's Merrill Lynch Experience September 2004 - May 2008
Job Senior Mortgage Analyst at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse  April 2013 - Present
Markit  May 2008 - April 2013
Merrill Lynch   September 2004 - May 2008
Interactive Data  May 1993 - January 2004
UBS Investment Bank  2004 - 2004

Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Finance, Market Data, Bonds, Valuation, Bloomberg, Structured Products, Securities, Equity Derivatives, Financial Modeling, Securitization, C++, Visual C++, Sybase, Oracle SQL, C#, Java, Servers, Multithreading, Multi Tasking, Testing, Software Design, Design Patterns, Client Education, Helping Clients Succeed, Mathematics, Physics, Fixed Income Analysis, Interest Rate..., Quantitative Finance, Market Risk, VBA, SQL, CMBS, Quantitative Analytics, Options, Reference Data, Bloomberg Terminal, Risk Management, CDO, Swaps, Financial Risk, Credit Risk, Financial Structuring, Software Development, Analytics, MBS, ABS

Education
New York Institute of Finance   1998 — 2000
Selective classes, Finance

Peter the Great St.Petersburg Polytechnic University   1979 — 1985
MS in engineering, Electrical Engineer

Keith Arendsee Keith Arendsee Greater Nashville Area Details
Keith Arendsee's Merrill Lynch Experience 1996 - 2001
Job Senior Financial Advisor at Torrey Pines Securities
Industry Financial Services
Experience
Torrey Pines Securities   2008 - Present
Morgan Stanley  2001 - 2008
Merrill Lynch   1996 - 2001

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing

Education
Pepperdine University   1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General

Angela Braun M.B.A., Fundraising Certificate Angela Braun M.B.A., Fundraising Certificate Phoenix, Arizona Area Details
Angela Braun M.B.A., Fundraising Certificate's Merrill Lynch Experience July 1991 - March 1993
Job Director of Academy Giving; Archway Classical Academy Cicero and Cicero Preparatory Academy
Industry Fund-Raising
Experience
Great Hearts Academies  March 2014 - Present
Our Lady of Perpetual Help Catholic School  January 2010 - May 2012
Stay-at-home mom  July 2003 - January 2010
Wells Fargo  March 2001 - July 2003
Viasource, formerly Telecore   December 1999 - December 2000
Palley Needelman Asset Management   March 1995 - December 1999
Paine Webber  November 1993 - March 1995
Prudential Financial  March 1993 - November 1993
Merrill Lynch   July 1991 - March 1993

Skills
Fundraising, Investments, Valuation, Business Development, Sales, Event Planning, Strategic Financial..., Marketing Strategy, Grant Writing, Planned Giving, Relationship Management, Social Media

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)

University of Nevada-Las Vegas
Bachelor of Arts (B.A.)

Mater Dei High School

Chip Weber - Financial Advisor Chip Weber - Financial Advisor Kansas City, Missouri Area Details
Chip Weber - Financial Advisor's Merrill Lynch Experience 1992 - 2003
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  2003 - Present
Merrill Lynch   1992 - 2003

Education
Pittsburg State University   1980 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

University of Kansas   1977 — 1979

Rachel Feldstein Rachel Feldstein Culver City, California Details
Rachel Feldstein's Merrill Lynch Experience November 2012 - November 2013
Job Associate Executive Director at Imagine LA
Industry Nonprofit Organization Management
Experience
Imagine LA  October 2013 - Present
Merrill Lynch   November 2012 - November 2013
New Directions, Inc.   2004 - 2012
Chrysalis  2000 - 2004
Weingart Center Association  1997 - 2000
Portals House   1995 - 1997
OPCC  1992 - 1995
Venice Family Clinic  1986 - 1991

Skills
In depth understanding..., Strong Management..., Creative, organized,..., Non-profits, Strategic Planning, Team Building, Volunteer Management, Community Outreach, Team Leadership, Program Management, Public Speaking, PowerPoint, Marketing Communications, Training, Fundraising, Editing, Social Media, Management, Coaching, Nonprofits, Public Relations, Research, Policy, Budgets, Leadership Development, Microsoft Excel, Microsoft Office, Public Policy, Project Planning, Social Networking, Leadership, Event Management, Organizational..., Marketing, Microsoft Word, Change Management, Customer Service, Grants, Community Development, System Administration, Social Services, Data Analysis, Workshop Facilitation, Program Development, Board Development, Policy Analysis, Teaching, Recruiting, Project Management, Grant Writing

Education
Pomona College
Bachelors of Arts, Psychology

Elizabeth Lincoln Elizabeth Lincoln Burlington, Vermont Area Details
Elizabeth Lincoln's Merrill Lynch Experience September 2000 - November 2011
Job Client Service Specialist at CJ Charlebois & Associates
Industry Financial Services
Experience
CJ Charlebois & Associates   April 2012 - Present
Merrill Lynch   September 2000 - November 2011

Education
Plymouth State University   1988 — 1992
Bachelor's Degree

Delight Wiggins Delight Wiggins Denham Springs, Louisiana Details
Delight Wiggins's Merrill Lynch Experience 1982 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch   1982 - 2012

Skills
Customer Service, Communication Skills, familiar with Thompson..., Series 7, Series 63, Series 65, ability to work alone...

Education
Pinellas Technical Education Center-Clearwater   1974 — 1976
Business/Commerce, General

St. Petersburg College   1972 — 1973
General Studies

Dixie M Hollins High School   1969 — 1972
General Studies, 85

Marvin Zulueta Marvin Zulueta Jersey City, New Jersey Details
Marvin Zulueta's Merrill Lynch Experience March 2000 - February 2002
Job Analyst/Programmer at UBS
Industry Financial Services
Experience
UBS  January 2004 - Present
Harleysville Insurance  July 2003 - December 2003
Merrill Lynch   March 2000 - February 2002

Skills
COBOL, DB2, WebSphere MQ, CICS

Education
Polytechnic University of the Philippines   1987 — 1992
Bachelor of Science (BS), Electronics and Communications Engineering

Jeff Heimstaedt Jeff Heimstaedt Irvine, California Details
Jeff Heimstaedt's Merrill Lynch Experience February 1981 - February 2008
Job Senior Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  November 2014 - Present
Oppenheimer & Co. Inc.   March 2008 - November 2014
Merrill Lynch   February 1981 - February 2008

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1979 — 1980

Pepperdine University   1975 — 1979
Business Administration and Management, General

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