Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch First Vice President, ManagerMorgan StanleyJune 1997 - September 2006
Education
Pikeville College
Bachelor of Business Administration (BBA)
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
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
Harvest Capital Management June 2014 - Present
Merrill Lynch January 2001 - June 2014
Education
Plymouth State University 1995 — 1999
Environmental Biology
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 (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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch June 2013 - Present
Education
Philadelphia University 2009 — 2013
Finance and Marketing
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
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
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
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
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
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
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
CJ Charlebois & Associates April 2012 - Present
Merrill Lynch September 2000 - November 2011
Education
Plymouth State University 1988 — 1992
Bachelor's Degree
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
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
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