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
BAUMVISION January 2013 - Present
DITA EYEWEAR November 2011 - December 2012
HOT TUNA International 2010 - October 2011
OAKLEY 2005 - 2010
Volcom 2005 - 2005
Central Park/YAB - Florence, Italy 2004 - 2004
Merrill Lynch 2004 - 2004
Skills
Strategic Planning, CRM, Business Development, Event Management, Pricing Strategy, Key Account Management, Sales Presentations, Competitive Analysis, Building Relationships, Product Development, Apparel, Advertising, Merchandising, Marketing, Marketing Strategy, Trade Shows, Integrated Marketing, Retail, Sales Management, Market Planning, Sales, Creative Direction
Education
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Marketing/Sales
Lorenzo De' Medici - Florence, Italy 2004 — 2004
International Business
Merrill Lynch January 2012 - Present
Celebrity Cruises May 2011 - January 2012
Burger King Corporation August 2003 - February 2011
Burger King Corporation January 2007 - December 2010
Greater Miami Chamber of Commerce October 1990 - August 2003
Skills
Customer Service, Troubleshooting, Hotels, Administrative Support, Budgeting, Conferences, Invoicing, Event Management, Microsoft Office, Administration, Calendars, Supplies, Scheduling, Customer Relations, Vendor, Resorts, Excel, Event Planning, Coordination, Outlook, Word, Research, Planning, PowerPoint, Catering, Office Management, Confidentiality, Business Meetings, Fax, Newsletters
Education
Baylor University
Bachelor, Business Administration
Baylor University - Hankamer School of Business
Bachelors, Business Administration
Bandy Carroll Hellige March 2015 - Present
Merrill Lynch February 2014 - March 2015
LEAP Digital Agency July 2013 - December 2013
The Hair Chateau May 2012 - July 2013
ECI Cordish Company intern - 4th Street Live! October 2012 - April 2013
Tanning Bed Inc. February 2009 - December 2012
Buffalo Envy All-Stars June 2008 - August 2011
Lockport Youth and Recreation June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Customer Service, Social Media Marketing, Photoshop, Outlook, Retail, Microsoft Word, Social Media, Facebook, Marketing, Social Networking, Event Planning, Sales, Advertising, Marketing Communications, Public Speaking, PowerPoint, Online Marketing, Email Marketing, Adobe Creative Suite, Graphic Design, Online Advertising, Account Management, Team Building, Time Management, Digital Marketing, Coaching, Training, Fundraising, Digital Media, Leadership Development, Recruiting, Media Planning, Project Management, Leadership, Public Relations, Blogging, Market Research, Marketing Strategy
Education
Bellarmine University 2015 — 2017
Master of Business Administration (MBA), Marketing
University of Louisville 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Lockport High School 2006 — 2010
DeSales Catholic 1996 — 2006
DailyFX.com September 2009 - Present
Merrill Lynch 2004 - 2007
Skills
FX trading, Trading Systems, Financial Markets, Technical Analysis, Derivatives, Trading, FX Options, Public Speaking, Foreign Exchange, Electronic Trading, Currency, Trading Strategies, Bloomberg, Options, Capital Markets, Hedge Funds, Hedging, Bloomberg Terminal, Equity Trading, Commodity, Equities, Bonds, Portfolio Management, Equity Derivatives, FX Trading
Education
Baylor University 1999 — 2004
Warner Bros. Entertainment Inc. June 2015 - Present
Merrill Lynch April 2015 - May 2015
Shandong Nord Assets Management Co., Ltd July 2014 - August 2014
China Minzu Securities June 2013 - August 2013
Vanke August 2012 - October 2012
Accenture May 2012 - September 2012
Standard Chartered Bank July 2011 - November 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, VBA, Data Analysis, Investment Banking, Java, Matlab, Microsoft Office, Commercial Banking, Business Analysis, Consulting, Customer Service, Teamwork, Photography, C++, Photoshop, Lightroom, Microsoft Word, PowerPoint
Education
University of Southern California 2013 — 2014
Financial Engineering, Finance & Engineering, 3.78
Beihang University 2008 — 2012
Bachelor's degree, Industrial Engineering, 3.7
Beijing No.8 High School 2005 — 2008
St. Andrew's Episcopal School August 2012 - Present
St. Andrew's Episcopal School, Ridgeland, MS August 2001 - May 2012
St. Andrew's Episcopal School August 1997 - August 2001
Local physician's practice September 1985 - December 1987
Merrill Lynch July 1984 - September 1985
UAD Pharmaceutical Company 1982 - 1983
Maris, West & Baker June 1981 - 1982
Skills
Tutoring, Classroom, Teaching, Educational Technology, Classroom Management, K-12, Literacy, Elementary Education, Special Education, Research, Public Speaking, Differentiated..., Lesson Planning, Social Studies
Education
Belhaven College 1999 — 2001
Specialty, Elementary Education
University of Mississippi 1978 — 1981
Bachelor of Arts (B.A.), Journalism/Public Relations
SunTrust Bank April 2012 - Present
Merrill Lynch 2006 - 2011
Bank of America January 2000 - January 2006
Skills
Commercial Lending, Small Business Lending, Banking, Commercial Banking, Loans, Loan Origination, Mortgage Lending, Credit, Private Banking, Wealth Management, Retail Banking
Education
Bellevue University
Banking Operations and Leadership
St Marys Secondary School, Nenagh, Co Tipperary, Ireland
General Academics
Merrill Lynch February 2007 - Present
Merrill Lynch April 2005 - January 2007
Omaha Public Schools January 2004 - November 2004
RJT.com May 2000 - August 2003
United States Air Force March 1993 - May 2000
Skills
Series 7, Series 66, Series 63, Equities, Uniform Combined State..., Wealth Management, Microsoft Office, Microsoft Word, Mutual Funds
Education
Bellevue University 2007 — 2011
Master of Business Administration (MBA), Finance, General
Saint Leo University 1998 — 2000
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
St Leo University, FL 1998 — 2000
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Creighton University 1988 — 1991
None, Elementary Education and Teaching
ThemaTal Capital Management April 2014 - Present
P-Flux Investment Research & Consulting (Pioneer WP) October 2011 - August 2014
Pioneer Wealth Partners October 2011 - August 2014
Merrill Lynch June 2011 - September 2011
Skills
Data Analysis, VBA, Microsoft SQL Server, Econometrics, Performance Metrics, Risk Analytics, Mandarin/Chinese, Java, Python, Portfolio Optimization, Risk Management, Equity Capital Markets, Bloomberg Terminal, Asset Allocation, EViews 7, Salesforce.com, Financial Reporting &..., Portfolio Accounting, Corporate Finance, Options Strategies
Education
University of Washington 2008 — 2012
Bachelor of Arts (B.A.), Economics
Bellevue College 2013 — 2013
Continuing Education, Java I & II
Issaquah High School 2004 — 2008
Diploma, AP Scholar w/ Distinction
Apache Corporation February 2011 - Present
Merrill Lynch December 2009 - February 2011
ConAgra Foods / Gavilon Group LLC May 2007 - December 2009
ConAgra Foods / Gavilon Group LLC January 2005 - May 2007
ConAgra Foods January 2001 - January 2005
Mutual of Omaha May 1999 - January 2001
Bakers Supermarkets April 1998 - May 1999
Mutual of Omaha January 1992 - April 1998
Skills
Endur, ETRM, Objective-C, Java, Business Analysis, iOS, Software Development, Requirements Analysis, SQL, Cross-functional Team..., Visio, Software Design, HTML, Oracle, Xcode, Cocoa Touch, Visual Basic, .NET, Project Management, Requirements Gathering, Capital Budgeting, Microsoft SQL Server, IIS, Windows, Eclipse, Integration, C#
Education
Bellevue University
Bachelor's degree, Management Information Systems and Services
Metropolitan Community College
Associate's degree, Computer Programming
Providence Financial June 2013 - Present
Rockford Group September 2009 - Present
Synergy Investment Group May 2005 - September 2009
Merrill Lynch July 2004 - May 2005
NuTech Solutions December 1999 - July 2004
Raymond James Financial April 1999 - May 2001
Edward Jones & Co October 1986 - April 1999
Skills
Financial Analysis, Valuation, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Equity Research, Finance, Financial Markets, Corporate Finance, Financial Modeling, Venture Capital, Mergers & Acquisitions, Alternative Investments, Start-ups, Asset Management, C-Level Relationships, C-Level Presentations, C-Level Negotiations, Creative Problem Solving, Private Equity Funding, Management
Education
Belmont Abbey College
Business Administration and Management, General
Columbia College
Business Administration and Management, General
Facebook March 2015 - Present
Merrill Lynch June 2014 - August 2014
University of Victoria June 2012 - September 2012
Skills
C++, C, Java, Matlab, Data Structures, Machine Learning, MySQL, PHP, Perl, Data Mining, Algorithms, Computer Vision, Programming, Software Engineering, Databases
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Computer Science, 3.80/4.0
Beijing Normal University 2009 — 2013
Bachelor of Science (BS), Computer Science, 88.2/100
Merrill Lynch November 2009 - Present
Bank of America September 2001 - November 2009
Bank of America September 1994 - September 2001
Home Federal Savings Banki an Omni Capital Company September 1991 - September 1994
First American Savings Bank September 1986 - September 1991
BB&T September 1979 - September 1986
Skills
Commercial Lending, Commercial Banking, Consumer Lending, FHA, Residential Mortgages, Refinance, Construction Loans, Small Business Lending, Retail Banking, Private Banking, Retirement Planning, Strategic Financial..., Cash Management, Relationship Management, Investments, Series 63, Series 7, Dealer Relationships
Education
Belmont Abbey College 1975 — 1979
Business Administration and Management, General
Hunter Huss
Baylor Angel Network October 2014 - Present
Baylor Office of Investments September 2014 - May 2015
Southern Tide August 2013 - May 2015
Baylor University - Phillip M. Dorr Portfolio August 2014 - December 2014
Merrill Lynch May 2014 - July 2014
EDF Trading May 2013 - August 2013
MMI Agency August 2011 - August 2012
Skills
Valuation, Finance, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Accounting, Economics, Databases, Financial Modeling
Education
Baylor University 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Economics, and Math, 4.0 GPA
Allison Spielman Advisors 1990 - Present
PCI 1986 - 1989
Merrill Lynch 1980 - 1986
Skills
Microsoft Office, Customer Service
Education
University of Washington 1974 — 1977
Bachelor of Arts (BA), Psychology
Bellevue Community College 1972 — 1974
ERICKSON PARTNERS April 2015 - August 2015
PwC January 2014 - March 2014
Merrill Lynch June 2012 - August 2012
HushMat May 2010 - August 2011
Blue Hills Country Club April 2008 - August 2010
Skills
Microsoft Excel, Shipping, Corporate Finance, Accounting, Inventory Control, Sales, Teamwork, Time Management, PowerPoint, Customer Service, Social Media, Microsoft Office, Financial Analysis, Leadership, Microsoft Word, Research
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Entrepreneurship
Regent's University London 2013 — 2013
Baylor Business in Europe 2014, Strategic Management and Entrepreneurship in the EU
Colony American Finance June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Waco Juniors Volleyball Club December 2012 - June 2013
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Research
Education
Baylor University - Hankamer School of Business 2011 — 2015
Finance, General
La Canada High School
Stifel Financial Corp. October 2009 - Present
Merrill Lynch October 2002 - October 2009
First Union National Bank September 1997 - February 2001
Education
Belmont Abbey College 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business
Chase March 2015 - Present
Chase 2014 - February 2015
Wells Fargo May 2012 - April 2013
Fletcher Allen Health Care January 2009 - June 2010
Flether Allen Health Care January 2006 - December 2008
Hallam-ICS May 2000 - April 2003
Merrill Lynch May 1999 - April 2000
Citibank India September 1994 - April 1996
Skills
Outstanding..., Creative Problem Solving, Work Ethic, Ability and desire to..., Team Management, Healthcare Information..., Help Desk Support, HIPAA, EHR, Customer Service, Management, Microsoft Office, Problem Solving, Project Management, System Administration, Troubleshooting
Education
Bellevue College 2014 — 2015
Certificate, Human Resources Management
Champlain College 1996 — 1999
Associate degree, Computer Science, GPA: 4.0
Kendriya Vidyalaya 1987 — 1989
High School
Bank of America November 2013 - Present
Bank of America August 2013 - November 2013
Merrill Lynch August 2012 - August 2013
Edward Jones October 2011 - June 2012
Bank of America January 2011 - October 2011
Wyndham Vacation Ownership March 2010 - November 2010
Danger Crafts November 2009 - March 2010
T-Mobile July 2008 - November 2009
Persnickity Designs: July 2005 - July 2008
Grizzly Industrial Inc. October 2005 - October 2006
Skills
Retirement Planning, Uniform Combined State..., Series 7, 401k Rollovers, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, Fixed Annuities, College Savings Plans, Wealth Accumulation, Access, Sales Presentations, Sales, Banking, Retail Banking, Commercial Banking, Broker-Dealer, Stockbroking, Variable Annuities, Cash Management, Cash Handling Experience, Microsoft Office, Microsoft Excel, Microsoft Word, Notary Public, series 66, Life Insurance, Investments
Education
University of Washington 2002 — 2003
Aerospace, Aeronautical and Astronautical Engineering
Bellevue Community College 1999 — 2003
Associate of Science (A.S.), Engineering
Protiviti January 2014 - Present
Protiviti April 2012 - December 2013
G51 Capital Management, LLC January 2011 - December 2011
Baylor University August 2010 - December 2011
Torchmark / Liberty National May 2011 - August 2011
Baylor University July 2009 - December 2010
Merrill Lynch May 2010 - July 2010
XTO Energy May 2008 - July 2008
Skills
Analysis, Financial Modeling, Finance, Forecasting, Entrepreneurship, Microsoft Excel, Valuation, Process Improvement, Training, Shared Services, Six Sigma
Education
Baylor University - Hankamer School of Business 2010 — 2011
Master, Business Administration; Entrepreneurship
Baylor University - Hankamer School of Business 2006 — 2010
Bachelor, Finance and Entrepreneurship
JP Morgan Securities LLC October 2013 - Present
JPMorgan Chase February 2013 - October 2013
Morgan Stanley Smith Barney May 2011 - February 2013
Morgan Stanley Smith Barney August 2010 - May 2011
Wells Fargo Advisors/ Wachovia Securities/ Prudential Securities July 2002 - May 2009
Prudential Securities January 2000 - January 2002
Prudential Securities January 1997 - January 2000
Prudential Securities January 1996 - January 1997
Prudential Securities December 1993 - April 1996
Merrill Lynch August 1985 - December 1993
Education
Belhaven University 1980 — 1982
Bachelor of Science, Accounting, Business Administration
SIA Branch Manager Training - Wharton Business School, University of Pennsylvania
Merrill Edge August 2012 - September 2014
Merrill Lynch June 2011 - February 2012
Columbia Bank January 2010 - June 2011
Bank of America December 2004 - April 2009
Bank of America February 1991 - December 2004
Bank of America January 1989 - February 1991
Bank of America June 1988 - December 1988
Skills
Team Leadership, Creative Problem Solving, Analysis, Commercial Lending, Mortgage Lending, Credit, Portfolio Management, Banking, Investments, Consumer Lending, Leadership, Financial Planning, Financial Services, Cash Management, Finance, Risk Management
Education
University of Washington 1986 — 1988
B.A., Business Administration
Bellevue Community College 1984 — 1986
Associate of Arts (A.A.), Business Administration and Management, General
Merrill Lynch June 2011 - August 2011
Bright Oceans Corporation July 2007 - October 2007
State Grid Corporation of China June 2006 - August 2006
Skills
C++, Java, Eclipse, Ethereal, Stata, VHDL, Microsoft Office, Linux, Excel
Education
University of Southern California 2010 — 2012
master, Economics, 3.76
Polytechnic Institute of NYU 2008 — 2010
Master, Telecommunications, 3.3
Beijing University of Post and Telecommunications 2003 — 2008
bachelor, Information Technology Engineering, B
Delta Air Lines October 2014 - Present
Caterpillar Inc. May 2013 - October 2014
Caterpillar Inc. 2011 - May 2013
Rhodes College 2007 - 2009
Rhodes College 2007 - 2008
Merrill Lynch May 2007 - July 2007
Skills
Analysis, Competitive Analysis, Strategy, Research, Economics, Pricing, Business Planning, Six Sigma, Emerging Markets, Management
Education
Beijing Language and Culture University 2009 — 2011
Scholarship Student, Intensive Chinese (Mandarin) Language Courses
Rhodes College 2005 — 2009
B.A., Economics
Mounds Park Academy 2001 — 2005
High School
Groves & Verona, P.A. March 2015 - Present
The Ferraro Law Firm May 2012 - August 2014
Elizabeth Arden May 2011 - July 2011
Three Rivers Legal Services January 2011 - April 2011
Merrill Lynch January 2008 - May 2008
Morgan Stanley Smith Barney August 2007 - December 2007
Merrill Lynch January 2007 - May 2007
Skills
Legal Research, Legal Writing, Westlaw, Lexis, Litigation, Civil Litigation, Courts, Legal Assistance, Corporate Law, Trials, Bankruptcy, Estate Planning, Criminal Law, Commercial Litigation, Family Law, LexisNexis
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2011
J.D., Corporate Law, International Law, Bankruptcy
Florida International University - College of Business 2005 — 2007
BBA, Finance, International Business
Belarusian State Economic University 2000 — 2003
Marketing, Advertising
New Albion Partners October 2014 - June 2015
ICAP March 2003 - June 2014
One, Inc. January 2001 - November 2001
Red Herring September 1999 - January 2001
Fifth Third Bank November 1995 - May 1999
Merrill Lynch September 1994 - September 1995
Printon, Kane Group, Inc. July 1992 - July 1994
Skills
Relationship Management, Leadership, Account Management, Business Development, Idea Person, Strategy, Consulting, International Sales, Team Building, Business Ideas, Equities, Options, Derivatives, Series 7, Hedge Funds, Equity Derivatives, Trading, Bloomberg, Trading Systems, Alternative Investments, Equity Trading, Securities, Portfolio Management, Series 63, Coaching, Capital Markets
Education
Bellarmine University 1997 — 1999
MBA
Trinity College-Hartford 1988 — 1992
BA, English
Fordham Preparatory School 1984 — 1988
Merrill Lynch June 2014 - Present
JLM Financial Investments November 2013 - June 2014
Careio November 2012 - January 2014
Discrete Price August 2012 - January 2014
Merrill Lynch May 2011 - August 2012
Integrity Financial December 2010 - January 2011
Texas Roadhouse September 2008 - November 2010
Hansel Farms LLC June 2010 - August 2010
RE/MAX Professionals May 2007 - August 2007
Skills
Investments, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Asset Managment, Real Estate, Public Speaking, Marketing, Sales, Microsoft Word, Research, Accounting, Finance, Entrepreneurship, Corporate Finance, Data Analysis
Education
Baylor University - Hankamer School of Business 2008 — 2012
Finance and Entrepreneurship, Investments and Corporate finance
Baylor University - Hankamer School of Business 2008 — 2012
Finance and Entrepreneurship, Finance and Entrepreneurship
Granite Properties March 2009 - Present
Merrill Lynch May 2004 - March 2009
UBS Investment Bank 2001 - 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Real Estate Finance
Baylor University - Hankamer School of Business 1997 — 1999
BBA, Finance
Indie Asset Partners March 2005 - Present
Chamberlain March 2005 - June 2010
STAR Financial Bank October 2001 - March 2005
Merrill Lynch October 1999 - October 2001
National City Bank September 1997 - October 1999
KeyBank September 1992 - September 1997
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Strategic Financial..., Investment Advisory, Alternative Investments, Loans, Wealth Management, Wealth, Private Banking, Financial Services, High Net Worth..., Retirement, ETFs, Retirement Planning, Series 7, Financial Planning, Finance
Education
Bellarmine University 1988 — 1991
BA, Business Administration
Cardinal Ritter HS 1983 — 1987
Sackaris CPA January 1988 - Present
Deloitte Counsulting Grp January 1986 - October 1987
Merrill Lynch April 1981 - August 1982
Education
Baylor University - Hankamer School of Business 1985 — 1985
MBA, Business Administration
Drexel University - LeBow College of Business 1977 — 1980
BBA, Accounting
Barnes Lipscomb Stewart PLLC October 2010 - Present
Travis County Probate Court No. 1 April 2008 - September 2010
The University of Tulsa July 2001 - April 2005
Merrill Lynch March 2000 - July 2001
Skills
Courts, Estate Planning, Guardianship, Estate Administration, Estate Law, Dispute, Public Speaking, Legal Writing, Legal Research, Litigation, Civil Litigation
Education
Baylor University School of Law 2005 — 2008
J.D., Estate Planning & Probate
University of Tulsa 2002 — 2005
M.S. Finance
University of Tulsa 1994 — 1998
B.S.B.A., Finance and Economics
Adamis Pharmaceuticals Corporation July 2006 - Present
Citigroup Smith Barney August 2000 - July 2006
Merrill Lynch July 1996 - August 2000
Bickel & Brewer October 1993 - March 1995
Perryman Consultants May 1989 - October 1993
Skills
Due Diligence, Strategic Planning, Licensing, Mergers, Venture Capital, PIPEs, Fundraising, Contract Negotiation, Mergers & Acquisitions, Private Equity, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Public Markets, IPO, Investor Relations, Corporate Development, Start-ups, Corporate Finance, Strategy, Investments, Acquisition Integration
Education
Baylor University - Hankamer School of Business 1988 — 1992
Finance, Management, & Entrepreneurship
Caterpillar Inc. February 2015 - Present
Bowlin Group LLC February 2014 - February 2015
Pacific Gas and Electric Company February 2013 - February 2014
Southern California Edison March 2006 - February 2013
United States Energy Association (USEA) February 2009 - March 2009
Southern California Edison June 2004 - March 2006
Merrill Lynch June 2003 - June 2004
FacilityOne March 2001 - June 2003
LG&E & KU May 1997 - March 2001
LG&E March 1996 - May 1997
Skills
Business Process..., Mergers, Change Management, Quality Management, Energy, Leadership, Procurement, Financial Services, Smart Grid, Business Process..., Project Portfolio..., Operational Excellence, Six Sigma, Business Transformation, Safety, Mergers & Acquisitions, Strategy, Project Planning, Strategic Planning, Analysis, Contract Negotiation, Team Leadership, Business Strategy, Process Improvement, SAP, Program Management, Management, Business Planning, Energy Management, CRM, Integration, Risk Management, Contract Management, Business Process, Project Management, Business Analysis, Smart Metering, MS Project, Account Management, Management Consulting, Cross-functional Team..., Vendor Management, Human Resources, Renewable Energy, Operations Management, PMO, Process Engineering, Outsourcing, Executive Management, Energy Markets
Education
Villanova University 2009 — 2009
Certificate, Lean Six Sigma Black Belt
Bellarmine University 1992 — 1996
MBA, Management, Marketing
University of Louisville 1988 — 1991
BSBA, Business Administration
American Express January 2015 - Present
American Express October 2013 - January 2015
American Express Publishing October 2011 - October 2013
mcgarrybowen July 2011 - October 2011
mcgarrybowen March 2010 - July 2011
FXG Interactive Inc. August 2009 - February 2010
Live Nation January 2009 - June 2009
Merrill Lynch June 2007 - September 2007
Skills
Google Analytics, Omniture, Social Media Marketing, Social Media, Problem Solving, Outlook, Analytics, PowerPoint, Excel, Strategic Partnerships, Digital Marketing, Partnership-building, Test & Target, Discover, Presentations, Public Speaking, Online Marketing, Web Analytics, Email Marketing, Google Adwords, SEM, PPC, Team Management, Negotiation, Data Validation, Microsoft Office, Partnerships, Report Development, Direct Response, Word, Market Research, Digital Media, Integrated Marketing, E-commerce, Marketing, Business Development, Digital Strategy, Online Advertising, Mobile Marketing, Media Planning, Customer Acquisition, Interactive Marketing, DoubleClick, Content Strategy, Lead Generation, Media Buying, Direct Marketing, Web Marketing, Competitive Analysis, comScore
Education
University of California, Los Angeles 2005 — 2009
B.S., International Economics
Beijing Normal University 2008 — 2008
Intermediate Intensive Language Program
UBS November 2008 - Present
Merrill Lynch February 2004 - November 2008
Merrill Lynch December 2001 - February 2004
Education
Belmont University
Bachelor of Business Administration (B.B.A.), Finance
The Corradino Group 2012 - 2013
Burger King Corporation 2008 - 2010
Merrill Lynch 1996 - 2005
Skills
CEH, Security +, CISSP
Education
Becker College 1987 — 1989
DeltaWing May 2014 - Present
Griffin Securities, Inc. 2011 - May 2014
Confidential Consulting Position 2009 - 2010
Merrill Lynch 2004 - 2009
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Equity Research, Capital Markets, Finance, Series 7, Mergers & Acquisitions, Due Diligence, Series 63, Venture Capital, Corporate Finance, Equities, Entrepreneurship, Asset Management, Mandarin, FINRA, Emerging Markets, Spanish, Quantitative Analytics, Hedge Funds, Investments, Corporate Development, Valuation Modeling, Alternative Investments, German, Fixed Income, Securities, Asset Managment, Financial Markets, Series 79, State Bar of Texas, Restructuring, Turnaround Experience
Education
Yale University 1997 — 2001
Bachelor of Arts (B.A.), Economics, Political Science
NYU Stern School of Business 2012 — 2013
Master of Science (M.S.), Finance
Baylor University School of Law 2001 — 2004
Juris Doctor (J.D.), Business Transactions, Business Litigation
Highland Park High School
St. Mark's School of Texas
PayPal March 2015 - Present
ACI Worldwide October 2014 - March 2015
ACI Worldwide August 2012 - March 2015
ACI Worldwide August 2007 - August 2012
IntegriGuard January 2007 - August 2007
IntegriGuard, LLC March 2005 - December 2006
Mutual of Omaha September 2002 - January 2005
Merrill Lynch 1998 - 1999
Skills
Internal Audit, Internal Controls, IT Audit, Risk Assessment, Information Security, Business Process, Financial Risk, Fraud, External Audit, Vulnerability Assessment, Configuration Management, Process Improvement, Sarbanes-Oxley, Vulnerability Scanning, Analysis, COBIT, SDLC, Data Analysis, Active Directory, Firewalls, Patch Management, Business Continuity, Database Auditing, SSAE 16, Virus Prevention, Accounting, Finance, Disaster Recovery, Sarbanes-Oxley Act
Education
Bellevue University 2012 — 2016
Master of Science (MS), Cyber Security
Creighton University 1998 — 2002
Master of Science (MS), Information Technology
Creighton University 1998 — 2002
MBA, Business
Ameriprise Financial Services, Inc. July 2009 - Present
Morgan Stanley January 2001 - December 2003
Merrill Lynch October 1998 - January 2000
Education
Belmont University 1991 — 1993
Business Administration, Management Information Systems
Nicholls State University 1987 — 1991
Archbishop Rummel 1984 — 1987
High School, High School
OLDP
Barclays Wealth September 2010 - Present
The Reserve Funds March 2009 - July 2010
The Reserve Funds September 2007 - March 2009
UBS September 2006 - August 2007
MERRILL LYNCH October 2001 - December 2005
Bank Leumi 1988 - 1993
Skills
SDLC, Fixed Income, Project Management, SQL, Software Documentation, Program Management, Asset Managment, Software Development, Visio, Asset Management, Business Analysis, COBOL, Quality Assurance, DB2, JCL, Equities, Leadership, Requirements Gathering, Management
Education
Belarusian State University
BS, Civil Engeneering
Morgan Stanley September 2013 - Present
HSBC Securities March 2006 - September 2013
HSBC Securities March 2006 - September 2013
Deutsche Bank September 1999 - March 2006
Merrill Lynch June 1998 - September 1999
SIAC July 1996 - June 1998
CES (Configured Energy Systems) November 1995 - June 1996
Cutler Owens International Ltd April 1993 - October 1995
Skills
Trading, Trading Systems, Securities, Low Latency, Electronic Trading, Options, Market Data, Fixed Income, Derivatives, Equities, Sybase, Capital Markets, FX Options, Investment Banking, Financial Markets, SDLC
Education
New York University - Polytechnic School of Engineering 1995 — 1997
Master of Science, Computer Science
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1985 — 1992
MS (Engineer), Electrical Engineering
J M Advisors, LLC February 2008 - Present
Walker & Dunlop Commercial Property Funding April 2014 - February 2015
BH Capital March 2011 - April 2014
Beal Bank October 2008 - February 2011
JP Morgan Chase June 2005 - February 2008
Goldman Sachs Commercial Mortgage Capital January 1999 - June 2005
Merrill Lynch March 1995 - December 1998
Skills
Real Estate Economics, Loans, Underwriting, Asset Managment, Real Estate, CMBS, Due Diligence, Loan Origination, Mortgage Lending, Commercial Mortgages, Valuation, Brokerage, Banking, Mortgage Banking, Disposition, Asset Management, Management, Financial Analysis, Commercial Real Estate, Real Estate Financing, Financial Modeling, Portfolio Management, Credit Analysis, Leadership, Real Estate Transactions, Private Equity, Investments, Sales, Investment Properties, Structured Finance, Acquisitions, Capital Markets, Mezzanine, Financial Structuring, Investment Banking, Commercial Lending, Mergers & Acquisitions, Finance, Securitization, Funding, Real Estate Private..., Credit, Capital, Investor Relations, Executive Management, Alternative Investments, Venture Capital, Debt Restructuring, Restructuring, Syndications
Education
Baylor University - Hankamer School of Business 1973 — 1977
BBA, Finance / Economics
Merrill Lynch 2007 - Present
Ameriprise Financial 2003 - 2007
Skills
Series 7, Investment Advisory, Investments, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Mutual Funds, Financial Advisory, Series 63, Wealth Management...
Education
Baylor University 1999 — 2003
BA, Psychology, Finance
Incepture April 2006 - Present
Traditions Realty 2003 - 2010
Baywood Technologies March 2005 - March 2006
Merrill Lynch November 2004 - March 2005
Blue Cross Blue Shield of Florida April 2001 - October 2004
OSI October 1999 - April 2001
Baptist/St. Vincents Healthcare December 1997 - October 1999
Sunquest Information Systems July 1994 - December 1997
Estes Homebuilding July 1990 - July 1994
Belhaven College January 1989 - June 1990
Skills
Software Documentation, Process Improvement, Program Management, Team Leadership, Business Analysis, Visio, SharePoint, Strategic Planning, Data Analysis, Databases, Project Management, Training, Business Intelligence, Data Warehousing, Enterprise Architecture, Integration, Project Planning, SDLC, SQL, Six Sigma, System Administration, User Acceptance Testing
Education
Belhaven University 1989 — 1990
BS, Business Admin
Copiah/Lincoln Junior College - Wesson 1987 — 1988
AS, Business
EWM March 2011 - Present
Five Star Institute April 2010 - April 2011
The Newport Group May 2006 - January 2010
ADP, Inc. May 1999 - April 2006
Merrill Lynch June 1997 - May 1999
ADP, Inc. June 1995 - May 1997
Merrill Lynch January 1993 - June 1995
Skills
Asset Management, Leadership, Mergers, Retirement, Employee Benefits
Education
Baylor University 1984 — 1988
Bachelor of Arts, Business Administration
McBrearty Capital Management, Inc. January 2000 - Present
Raymond James Financial Inc. January 1999 - December 1999
Merrill Lynch August 1997 - December 1998
Skills
Investments, Wealth, Financial Advisory, Small Business, IRAs, Retirement Planning, Investment Advisory, Wealth Management, Roth IRA, Chartered Retirement..., Certified Divorce..., Registered Investment..., Personal Financial..., Holistic Financial..., Money Management, Charitable Gift Planning, College Education..., 529 Plans
Education
Belmont University 1996 — 1998
Bachelor's degree, Finance, General
Taylor University 1995 — 1996
Zumper January 2015 - Present
Tradecraft July 2014 - December 2014
Nestlé USA June 2013 - August 2013
World Wildlife Fund September 2012 - December 2012
Merrill Lynch April 2011 - August 2011
Skills
SQL, Ad Tech Vendors, Google Adwords, Google Analytics, Start-ups, Economics, Entrepreneurship, Strategic Partnerships, Customer Acquisition, Negotiation, Mandarin, Spanish, Product Development, Research, Finance, Data Analysis, Teamwork, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Fundraising, Nonprofits, Market Research, Statistics, PowerPoint, Public Speaking, Stata, Corporate Finance, Editing, SPSS, Access, Analysis, International Relations, Non-profits, Microsoft Word, Accounting, Chinese, Technology, Essbase, Photoshop, Strategy, Online Marketing
Education
Scripps College 2010 — 2014
B.A. Economics
Beijing Foreign Studies University 2012 — 2012
Middlebury College 2012 — 2012
The London School of Economics and Political Science (LSE) 2011 — 2011
Convent of the Sacred Heart High School 2006 — 2010
State Street January 2015 - Present
State Street August 2010 - Present
26 Celsius June 2010 - August 2010
MIT Sloan School of Management June 2009 - June 2010
Merrill Lynch Bank (Suisse) September 2008 - September 2009
Merrill Lynch March 2006 - September 2008
Merrill Lynch June 2002 - 2005
The Bank of New York 1994 - 1997
Education
Harvard University, John F. Kennedy School of Government 2009 — 2010
Leadership
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
MBA, Innovation and Leadership
Chartered Financial Analyst (CFA) designation 2003 — 2004
Belmont Abbey College 1989 — 1992
BA, Accounting
Merrill Lynch October 1982 - Present
Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Fixed Income, CIMA, CFM, Certified Cash Manager, Mutual Funds, Investments, Certified Treasury..., Investment Advisory, Securities, Alternative Investments, Series 65, Private Equity
Education
Baylor University 1976 — 1979
BBA, Economics
Fountainhead Resource Group June 2015 - Present
CTT Renewables, LLC May 2012 - Present
George's Restaurant & Bar - Westrock May 2014 - June 2015
Waco Scottish Rite Bodies Foundation 2012 - 2015
Waco Scottish Rite Bodies Foundation 2012 - 2015
Waco Scottish Rite Bodies Foundation 2012 - 2015
Waco Scottish Rite Bodies Foundation 2012 - 2015
Waco Scottish Rite Bodies Foundation 2012 - 2015
High & Associates March 2009 - May 2012
Merrill Lynch December 2006 - December 2008
Skills
Renewable Energy, Investments, Retirement Planning, Series 7
Education
Baylor University 1999 — 2006
BA, MS, Economics
Microsoft/Xbox (Populus Group) September 2012 - Present
NWtek January 2009 - November 2012
Merrill Lynch June 2008 - February 2009
Volt Technical Resources January 2006 - June 2007
Microsoft Game Studios 2004 - 2006
Skills
Computer Hardware, Computer Security, Computer Repair, Network Security, Servers, Software Installation, Windows, SEO, Laptops, Antivirus, Computer Maintenance, Blogging, Web Design, Security, Microsoft Technologies, Cloud Computing, Networking, Testing, Virtualization, SharePoint, Data Center, VoIP, Enterprise Software, Microsoft Office, Agile Methodologies, Customer Service
Education
Western Washington University 2006 — 2008
BA, English w/ Emphasis on Literature
Bellevue Community College 2002 — 2004
Associates Degree
FDIC January 2010 - November 2011
Chase Home Finance January 2009 - December 2009
MAV Productions2008 January 2008 - December 2008
EverBank 2008 - 2008
PHH Mortgage January 2003 - October 2007
CNB National Bank 2000 - 2003
Jefferson Wells 1998 - 2000
Atlantic States Bank June 1997 - September 1998
First Security Bankshares, Inc January 1995 - January 1997
Merrill Lynch 1997 - 1997
Skills
Account Reconciliation, Analytical Writing, Auditing, Banking Operations, Certified Regulatory..., Change Management, children's hospital, Compliance Audits, Controller, CRCM, department restructuring, Diplomacy, Direct Sales, Editing, Executive Management, Federal Bank Examiner, Federal Government, Federal Regulations, Employee Relations, Federal Report of..., Financial Analysis, Financial Planning, Financial Regulation, Financial Reporting, Financial Sales, Forecasting, Government Liaison, Hospice, Management Consulting, Master Scheduling, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Office Management, Problem Solving, Policy & Procedure..., Project Coordination, Real Estate, Recruiting Manager, Regulatory Analysis, Regulatory Reporting, Regulatory Requirements, Report Writing, Risk Management, Strategic Planning, Team Building, Training & Development, Working With Children
Education
Bellevue University 2003 — 2005
MBA, International Business
Florida Atlantic University 1988 — 1989
Started MBA, Business
Florida International University 1985 — 1988
B.A., Finance
Coral Gables High School 1979 — 1982
High School Diploma, General
Florida State University
Staib Wealth Management~Securities offered through LPL Financial, Member FINRA/SIPC April 2010 - Present
Prestonwood Country Club Dallas, Texas April 2011 - Present
Society of International Business Fellows (SIBF) October 2011 - December 2014
Financial Industry Regulatory Authority (FINRA) January 2012 - October 2014
Sunergos October 2012 - October 2013
Dallas Business Club 2010 - 2013
Merrill Lynch 2006 - 2010
Dallas Symphony Orchestra 1997 - 2007
Morgan Stanley Smith Barney 2001 - 2006
BEA Systems 1998 - 2002
Skills
Investments, Strategy, Risk Management, Portfolio Management, Finance, Leadership, Strategic Planning, Wealth Management, Start-ups, Strategic Financial..., Financial Services, Business Development, Financial Modeling, Entrepreneurship, Executive Management, Valuation, Asset Management, Mergers & Acquisitions, Securities, Business Planning, Private Equity, Financial Analysis, Mutual Funds, Retirement Planning, Investment Advisory, Corporate Development, Financial Planning, Due Diligence, Insurance, Series 63, Business Strategy, Small Business, Banking, Retirement, Investor Relations, New Business Development, Alternative Investments, Management Consulting, Credit, Cash Management, Series 7, Funding
Education
CEG Breaking Through 2014 — 2015
Baylor University - Hankamer School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance, Management
Landmark Education 1997 — 2002
National Write Your Congressman, Inc. November 2014 - Present
Waste Management March 2006 - September 2014
IHOP Restaurants December 1985 - November 1999
MERRILL LYNCH September 1978 - February 1981
!0th Special Forces Group May 1973 - May 1977
Skills
English, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Research, Outlook, Windows, Salesforce.com, Sales Management, Sales Process, Customer Retention, Finance
Education
The University of New Mexico 1977 — 1978
Business Administration and Management, General, B
Baylor University 1974 — 1975
Medical
Neosho County Community College, Chanute, KS 1970 — 1972
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, B
Raging Mammoth September 2012 - Present
Hinter October 2014 - August 2015
KloPro August 2014 - October 2014
Merrill Lynch August 2012 - December 2012
eLit Inc May 2012 - August 2012
Fetch Events January 2011 - January 2012
eLitigation Solutions Inc June 2010 - August 2011
Skills
Keynote, Microsoft Office, Public Speaking, Presentations, Management, Business, Customer Service, Sales, Leadership, Marketing, Microsoft Excel, Microsoft Word, Social Media, Event Planning, PowerPoint, Social Media Marketing, Facebook, Market Research, Time Management
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science in Business Administration, Economics and Marketing
Baylor University 2009 — 2010
Business
Amador Valley High School 2005 — 2009
Paycom 2015 - Present
Innovative Business Gateway, LLC August 2012 - Present
Merrill Lynch June 2014 - August 2014
BrowseWell June 2014 - August 2014
3 Day Startup October 2013 - March 2014
The Marco Company July 2013 - August 2013
ZAK Products May 2013 - June 2013
Celebrity Car Wash & Maintenance Center June 2012 - May 2013
ZAK Products 2012 - 2012
Metro North Cardiovascular June 2009 - August 2010
Skills
Marketing Strategy, Entrepreneurship, Leadership, Community Outreach, Strategic Planning, Highly motivated..., Company Launch, Organizational..., Social Media Marketing, Marketing, Marketing Communications, Applied Sciences, Time Management, Social Networking, Social Media, Finance, Market Research, Strategy, Microsoft Excel, Microsoft Office
Education
Baylor University - Hankamer School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship and Finance
Liberty Christian School 2007 — 2011
Durbin Bennett - Private Wealth Management, LLC December 2014 - August 2015
Merrill Lynch December 2013 - October 2014
United States Marine Corps October 2007 - October 2012
Education
Baylor University - Hankamer School of Business 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, Executive MBA
Texas Tech University 2012 — 2014
Bachelor of Science (B.S.), Personal Financial Planning
CentricTV (BET and VH1 Network) September 2015 - September 2015
Bloomberg LP April 2012 - August 2015
Bloomberg July 2010 - April 2012
Paula Hian Designs January 2010 - April 2010
Merrill Lynch June 2009 - August 2009
Gender Links May 2007 - August 2007
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Editing, Research, Demos, Sales, Account Management, Presentations, Communication, Mentoring, Data Analysis, Emerging Markets, Bloomberg Terminal, Equities, Analysis
Education
Parsons School of Design 2011 — 2013
Design, Fashion Design and Marketing
Villanova University 2006 — 2010
BA, Minor:East Asian Studies, Economics
Beijing Language and Culture University 2008 — 2008
Minor, Mandarin
Williston Northampton High School 2005 — 2006
Hillcrest High School 2004 — 2005
Flood Bumstead McCready & McCarthy June 2015 - Present
Northwestern Mutual October 2014 - March 2015
Montag Wealth Management September 2013 - March 2014
Merrill Lynch August 2012 - August 2013
TPG-Axon Capital June 2010 - May 2012
1849 Bar and Grill June 2006 - August 2010
Sanctuary Record Label March 2006 - May 2006
Reem Acra February 2005 - March 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Sales, Customer Service, Management, Leadership, Sales Management, CRM, Process Scheduler, Public Speaking, Social Media Marketing
Education
Belmont University 2002 — 2004
BBA, Music Business, 3.5 GPA
University of Alabama 1999 — 2001
Communications
Merrill Lynch January 2014 - Present
Merrill Lynch September 2004 - Present
Merrill Lynch November 2008 - December 2013
Skills
Series 7, Wealth Management..., Management, 401k Rollovers, Retirement Planning, Asset Allocation, IRAs, Investment Advisory
Education
University of Alabama 2000 — 2002
Bachelor of Science (BS), Finance, General
Belmont University 1999 — 1999
Commercial Music, Music Performance, General
Sendero August 2014 - Present
Provost Office of Baylor University December 2013 - May 2014
Real Resources, Inc May 2012 - August 2012
Merrill Lynch May 2012 - August 2012
Skills
Editing, Email Marketing, Microsoft Excel, Strategic Planning, Microsoft Word, Public Speaking, Research, Social Media, Facebook, Microsoft Office, Teaching, Marketing, Blogging, Analysis, PowerPoint, Website Development, Creative Marketer, Entrepreneurship, Consulting
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Entrepreneurship
Independence Title Company September 2014 - Present
Ajilon March 2012 - May 2012
Merrill Lynch December 2010 - June 2011
Summit Products May 2009 - August 2009
Colors Paint March 2009 - May 2009
Skills
Leadership
Education
Belmont University 2007 — 2011
Bachelor of Business Administration (BBA), Music Business
Wicked / Stone Productions June 2015 - Present
Belmont University Showcase Series August 2014 - April 2015
Belmont University Student Theatre May 2014 - April 2015
Belmont University Musical Theatre December 2014 - March 2015
Nashville Repertory Theatre August 2014 - December 2014
Belmont University Musical Theatre August 2014 - October 2014
Merrill Lynch June 2014 - September 2014
Belmont University Student Government Association January 2014 - May 2014
Nashville Symphony January 2014 - May 2014
Belmont University Showcase Series August 2013 - May 2014
Skills
Organizational..., Team Leadership, Social Networking, Public Speaking, Creativity, Organizational..., PowerPoint, Microsoft Office, Social Media, Facebook, Higher Education, Microsoft Word, Event Planning, Microsoft Excel
Education
Belmont University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Music Business
Medford Area Public School 2008 — 2012
General Education
Dale Carnegie Training of Tennessee July 2014 - Present
NSAI 2011 - January 2015
Kidbilly Music - Team Building Through Song January 2010 - September 2014
Eleven Eleven Music Group January 2012 - December 2013
Merrill Lynch March 2011 - February 2012
Warner Bros. Entertainment Group of Companies 2004 - 2006
Sony/ATV Music Publishing 1996 - 1999
Education
Belmont University 1999 — 2003
Bachelor of Music
Bank of America August 2012 - Present
Merrill Lynch January 2012 - May 2012
Bank of China July 2011 - August 2011
Skills
Financial Modeling, Portfolio Management, SAS, Financial Risk, Fixed Income, Financial Analysis, Microsoft Excel, SQL, Risk Management, Financial Reporting, Data Management, MS Excel Pivot Tables, Finance, Monte Carlo Simulation
Education
Columbia University in the City of New York 2010 — 2012
Master's Degree, Operations Research
Beihang University 2006 — 2010
Bachelor's Degree, Finance, General
Merrill Lynch Air conditioning service and repair assistant24 Hour LTDMay 2014 - August 2014
Skills
Equities, Financial Analysis, Investments, Wealth Management, Portfolio Management, Event Planning
Education
Baylor University 2013 — 2017
Business Fellows, Finance, Banking, Corporate, Finance, and Securities Law
Highland Park High School 2009 — 2013
Diploma, High School/Secondary Diplomas and Certificates
Citi June 2015 - Present
Merrill Lynch June 2014 - September 2014
Funding Circle USA January 2014 - March 2014
U.S. Department of Education June 2012 - August 2012
Sestak for Senate July 2010 - November 2010
Skills
Series 7, Series 63
Education
Dartmouth College 2011 — 2015
Bachelor’s Degree, Economics/Math/Chinese
Beijing Normal University 2012 — 2012
Chinese Language and Culture
TBH Advisors 2015 - Present
TBH Global Asset Management September 2009 - Present
Merrill Lynch April 2009 - September 2009
Bank of America March 2005 - March 2009
The Heritage Foundation 2003 - 2004
Skills
Series 7, Investments, Wealth Management, Asset Managment, Series 63, Retirement Planning, Asset Allocation, Investment Advisory, Portfolio Management, Mutual Funds, Financial Analysis, Strategic Financial...
Education
Belmont University 2006 — 2007
CFP
College of Charleston 1998 — 2002
Montgomery Bell Academy 1992 — 1998
Complete Payroll Solutions January 2012 - Present
The Community Bank March 2006 - April 2011
NARI 2008 - December 2010
Dennis Chamber of Commerce 2004 - 2006
Merrill Lynch June 2004 - September 2005
CCBT Financial Companies September 1995 - June 2004
Skills
Portfolio Management, Employee Benefits, Wealth Management, Payroll, Banking, Commercial Lending, Retirement Planning, Investments, Insurance, Loans, Analysis, Mortgage Lending, Sales, Small Business, Finance, Small Business Lending, Financial Services, Strategic Planning, Strategic Financial..., Training, Retail Banking, Financial Advisory, Credit, Leadership, Management, Time Management, Commercial Banking, 401k, Credit Analysis, Estate Planning, Commercial Mortgages, Retirement, Mutual Funds, Series 7, Relationship Management, Financial Analysis, Investment Advisory, Consumer Lending, Cross Selling, Underwriting, Financial Planning
Education
Becker College 1985 — 1987
College for Financial Planning
Financial Services
D-Y
Vanguard Natural Resources, LLC (NASDAQ: VNR) October 2014 - Present
Keller Williams Memorial January 2014 - January 2015
Merrill Lynch February 2013 - November 2013
Skills
Arabic, French, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Customer Service, English, Event Management, Financial Reporting, Team Leadership, Microsoft Office, Facebook, Leadership, Event Planning, Teaching, Management, Accounting, Social Media, Marketing, Outlook, Finance, Public Relations, Public Speaking, Photoshop, Time Management, Hold Series 7, Access, Financial Modeling, Financial Analysis, Teamwork
Education
Baylor University 2008 — 2012
Bachelor of Business Administration, Finance
Lamar High School 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch June 2015 - Present
Belmont University August 2011 - May 2015
Cook Medical May 2014 - August 2014
Skills
Finance, Financial Analysis, Access, Public Speaking, Accounting, Microsoft Word, Financial Modeling, Forecasting, Financial Reporting, Commercial Real Estate, Microsoft Excel, Leadership, Financial Markets, Real Estate, Life Insurance, Term Life Insurance, Entrepreneurship, Wealth Management, Financial Advisory, Investments
Education
Belmont University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Raymond James Financial Inc., Member FINRA/SIPC October 2012 - Present
Morgan Stanley September 2005 - October 2012
Merrill Lynch December 1996 - September 2005
Lockheed Martin 1986 - 1994
Skills
Estate Planning, Tax Efficient Investing, Building Pension..., 529 Education Planning, Individual Financial..., Equities, Financial Analysis, Portfolio Management, Investments
Education
Hardin-Simmons University 1981 — 1982
Master of Business Administration (MBA), Finance and Marketing
Tarleton State University 1971 — 1975
Bachelor of Business Administration (BBA), Business Administration and Management, General
Baylor University - Hankamer School of Business 1976 — 1977
Economics
Morpace Inc. May 2011 - Present
Trotta Associates 2006 - 2007
Wells Fargo 2005 - 2006
Merrill Lynch 1999 - 2001
Skills
Questionnaire Design, Quantitative Research, Focus Groups, Survey Design, Qualitative Research, Customer Insight, Consumer Behaviour, Segmentation, SPSS, Data Collection, Market Research, Online Research, Primary Research, Questionnaires, Marketing Communications
Education
San Diego State University-California State University 1995 — 1998
BA, Psychology
Baylor University 1994 — 1995
Psychology
Harris Financial Advisors, Inc. July 2009 - Present
Merrill Lynch January 2000 - July 2009
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA
Lake Highlands High School
Proto Labs August 2015 - Present
Proto Labs April 2015 - Present
Intersport August 2014 - March 2015
Intersport November 2013 - August 2014
Intersport November 2012 - November 2013
West Side Beer Distributing May 2010 - August 2011
Stanley Steemer June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Sales, Marketing, Human Resources, Retail, Inventory Management, Sales Operations, Social Media Marketing, Public Speaking, Microsoft Excel, Microsoft Office, Leadership
Education
Baylor University 2007 — 2011
Bachelor of Arts, Marketing and Communications
FOREST HILLS NORTHERN HIGH SCHOOL 2003 — 2007
Vanguard March 2012 - December 2013
Red Ventures April 2011 - November 2011
Merrill Lynch September 2007 - January 2011
Ameriprise Financial Services December 2006 - August 2007
Colonial Life 2003 - 2006
Skills
Inside Sales, Group Presentations, Training & Development, Series 7, Insurance, Series 66, Benefits, Small Business, Investments, Accident, Public Speaking, Retirement Planning, Financial Planning, Strategic Financial..., Uniform Combined State..., Series 63, Portfolio Management, Sales, Credit, Options, Securities, Mutual Funds, Relationship Management, Employee Training, Financial Services, Employee Benefits, Equities
Education
Yoga Shala Charlotte 2013 — 2013
RYT 200 Hour, Yoga Teacher Training
Belmont Abbey College 1999 — 2002
B.A., Business, CIS
George Washington High School 1979 — 1983
Save-A-Lot January 2014 - Present
Save-A-Lot September 2013 - January 2014
PNC August 2012 - August 2013
PNC Investments 2010 - 2012
Merrill Lynch 2009 - 2010
Marketing Werks 2007 - 2009
Staffing Now 2007 - 2007
Summit Energy 2003 - 2007
ARM Financial Group 1998 - 2002
Skills
Finance, Financial Analysis, Valuation, Risk Management, Investments, Portfolio Management, Wealth Management, Loans, Banking, Mutual Funds, Mortgage Lending, Financial Services, Accounting, Analysis, Microsoft Excel, Insurance
Education
University of Louisville 2000 — 2002
MS, Sport Administration
Bellarmine University 1994 — 1998
BA, Business Administration
MOA Brewing Co July 2013 - October 2014
Warren Cat September 2010 - February 2012
Merrill Lynch August 2009 - September 2010
Chipotle Mexican Grill January 2009 - May 2009
Calandro Financial Services May 2008 - December 2008
Fellowship Church May 2007 - August 2007
Tia's Tex-Mex Bar and Grill May 2003 - May 2005
Sun and Ski Sports March 2001 - July 2004
Skills
Leadership, Customer Service, Sales, Market Research, Public Speaking, Social Media, Project Planning, Sales Operations, Social Networking, Strategic Planning, Account Management, Social Media Marketing
Education
St. Edwards University 2005 — 2009
B.B.A, Marketing and Finance
Belmont Abbey College 2005 — 2007
N/A, Marketing
The Outdoor Academy August 2012 - Present
Margaret Allen Middle School August 2010 - June 2012
Belmont University August 2010 - May 2012
Nashville Teaching Fellows, The New Teacher Project May 2010 - May 2012
Saint Louis University 2006 - 2010
Camp Thunderbird May 2009 - August 2009
Regional Arts Commission of St. Louis September 2008 - May 2009
Merrill Lynch May 2007 - August 2007
Legal Services of Eastern Missouri January 2006 - May 2006
Skills
Curriculum Development, Teaching, Research, Teaching English as a..., Interdisciplinary..., Data Analysis, Non-profits, Project Management, Economics, Differentiated..., Educational Technology, Urban Studies, Outdoor Education, SPSS, Art Education, Wilderness First Aid, Nonprofits, Leadership, Tutoring
Education
Belmont University 2010 — 2012
MAT in Secondary Education, Mathematics
Saint Louis University 2006 — 2010
BS in Business Administration, Economics
BTC, LLC December 2013 - Present
The DeSelms Team January 2013 - Present
StrategyCorps August 2011 - August 2012
Robert Half Finance & Accounting February 2009 - August 2011
Real Estate Investments May 2003 - January 2009
BearingPoint January 2000 - May 2003
KPMG September 1998 - December 1999
Merrill Lynch February 1997 - August 1998
Citibank May 1994 - February 1996
Boston University September 1992 - May 1994
Education
Fundação Getulio Vargas 1998 — 1999
Corporate Finance, Company Valuations, M&A Transactions
Conservatoire National des Arts et Métiers 1998 — 1998
Business Mathematics
Boston University 1988 — 1992
Belmont University
WT Woodson
Sanford Rose Associates International, Inc. January 2012 - Present
Next Level Exchange, LLC. January 2006 - Present
Kaye Bassman Charitable Foundation 2006 - Present
Kaye Bassman International Corporation January 1999 - Present
Kaye/Bassman International January 1999 - January 2011
Next Level Recruiting Training 2006 - 2011
Merritt Hawkins & Associates March 1998 - December 1999
Merrill Lynch 1993 - 1995
Skills
Accounting, Finance, Executive Search, Talent Acquisition, Recruiting, Technical Recruiting, Human Resources, Applicant Tracking..., New Business Development, Sourcing, Strategic Planning, Negotiation, Talent Management, Consulting, Contract Recruitment, Sales Management, Hiring, Interviews, Team Building, Marketing, Employee Relations, Start-ups, Leadership, Business Development, Management Consulting, Management, Training, Contract Negotiation, Temporary Placement, Vendor Management, Business Planning, Employee Benefits, Networking, Executive Management, Strategy, Operations Management, IT Operations, Operating Systems, Business Operations, Executive Financial..., Small Business..., Compensation Structures, Sales Compensation, Legal Documents, Contractual Agreements, Contract Law, Mergers & Acquisitions, Acquisition Integration, Time Management, Vendor Contracts
Education
Baylor University - Hankamer School of Business 1992 — 1996
BBA
Baylor University - Hankamer School of Business 1992 — 1996
BBA
Missouri Military Academy 1988 — 1992
The Halla Law Firm August 2010 - Present
City House, Inc. 2009 - 2010
Merrill Lynch 2005 - 2008
Crouch & Ramey, LLP June 2002 - August 2005
Texas Attorney General November 1998 - June 2001
Senator J.E. "Buster" Brown November 1996 - November 1998
Skills
Probate, Estate Planning, Trusts, Wills, Estate Law, Litigation, Investments, Mediation
Education
Baylor University School of Law 1994 — 1996
JD
Baylor University - Hankamer School of Business 1992 — 1994
BBA, Economics
Merrill Lynch January 2005 - Present
Morgan Stanley April 2004 - January 2005
Skills
Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Fixed Income, Alternative Investments, Project Management, Portfolio Management, Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Investment Strategies, Team Building, Investments, Equities, Retirement Planning, Contract Negotiation, Budgets, Process Improvement, Finance, Asset Management, Strategic Financial..., Negotiation, Estate Planning, Financial Analysis, Securities, Financial Modeling, Insurance, Investment Advisory, Life Insurance, Separately Managed..., Personal Financial..., Long-term Care, Wealth Accumulation, Wealth Management..., 401k Rollovers, Derivatives, Bonds
Education
Baylor University
Merrill Lynch April 2015 - Present
Next Level Hockey, LLC May 2013 - Present
Wells Fargo May 2014 - April 2015
West Chester University Men’s Ice Hockey Club Board April 2013 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Leadership, Investments, Public Speaking, Financial Analysis, Bloomberg, Access, Business Analysis, Financial Modeling, Sales, Banking
Education
West Chester University of Pennsylvania 2011 — 2014
Bachelor's Degree, Finance
Becker College 2010 — 2011
Merrill Lynch October 2012 - Present
Pacific Portfolio Consulting, LLC April 2012 - October 2012
BAC Capital Advisors & Benefit Administration Company August 2005 - April 2012
Skills
Portfolio Management, Investments, Asset Management, Asset Allocation, Retirement, Behavioral Finance, Qualified Retirement..., Employee Benefits, Building Relationships, Strategic Financial..., Retirement Goal Planning, Asset Managment, Defined Contribution, 401k, Risk Management, Investment Management, Retirement Plan..., Wealth Management, Retirement Planning, Strategy, ERISA, Series 65, Life Insurance, Relationship Management, Profit Sharing, Financial Markets, Series 7, Finance, Mutual Funds, 401k Rollovers, Executive Pay, Fixed Income, Equities, Series 63, Pensions, Financial Services, Fixed Annuities, Pension Funds, Financial Advisory, Business Planning, Deferred Compensation, Financial Risk, Wealth Management..., Emerging Markets, Wealth, Due Diligence, Private Equity, Capital Markets, Options, Variable Annuities
Education
University of Pennsylvania 2011 — 2011
Certified Investment Management Analyst Program
The University of Texas at Austin 1997 — 2002
B.A., Asian Studies, minor Business Admin.
Beijing Foreign Studies University
Faith Academy
Merrill Lynch October 1999 - Present
Education
Baylor University - Hankamer School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
New Harbor Financial Group January 2005 - Present
UBS Financial Services 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Client Services, Wealth Management, Banking, Financial Services, Investments, Vendor Management, Management, CRM, Process Improvement, Account Management
Education
Nichols College 2000 — 2004
MBA, Business
Westfield State University 1995 — 1997
BS, Business
Becker College 1993 — 1995
BA, Business
Karstens Investment Counsel April 2013 - Present
Merrill Lynch September 2010 - December 2012
World Marketing May 2009 - September 2010
Aureus Medical Group October 2008 - April 2009
CSG Systems February 2007 - June 2008
CSG Systems April 2005 - January 2007
CSG Systems January 2000 - April 2005
Skills
Strategic Planning, Networking, Account Management, Retirement Planning, Business Development, Management, Strategy, Investments, Sales, Sales Operations, Insurance, Portfolio Management, Financial Services, Customer Satisfaction, Estate Planning, Outsourcing, Business Planning, Entrepreneurship, Sales Process, Strategic Partnerships, New Business Development, Finance, Business Analysis, Start-ups, Marketing, Project Management, Negotiation, Small Business, Leadership, Salesforce.com, Time Management, Risk Management, Employee Benefits, Wealth Management
Education
The American College of Financial Services 2011 — 2013
Financial Planning and Services
Bellevue University 2001 — 2009
Bachelors of Science, Organizational Systems Management
RBC Wealth Management 2009 - Present
Merrill Lynch August 1999 - February 2009
Skills
Investments, Wealth Management, Series 7, Securities, Alternative Investments, Capital Markets, Financial Services, Finance, CRM, Strategic Planning, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Portfolio Management
Education
Baylor University - Hankamer School of Business 1994 — 1999
Bachelor of Fine Arts (BFA), Finance
Lincoln Financial Group June 2012 - Present
Lincoln Financial February 2004 - August 2012
Phoneix Life 2001 - 2004
Mass Mutual 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Series 6, Series 63, Life and Health Licensed, Series 26 Licensed, Insurance Brokerage, Retirement, Term Life Insurance, Defined Benefit, Disability Insurance, Retirement Planning, Employee Benefits, Health Insurance, Long-term Care, 401k, Insurance, Life Insurance, Financial Services, FINRA, Wealth Management, Sales
Education
Central Connecticut State University 1990 — 1993
Bachelor of Science in Business Administration, Business Management
Becker College 1988 — 1990
Associate of Science in Business, Business Management
Squeegee Squad March 2010 - Present
Merrill Lynch September 2007 - Present
Andrews Kurth LLP February 2006 - September 2007
Winstead Sechrest & Minick PC October 2003 - January 2006
Network International, Inc. January 2000 - January 2003
Schlumberger Network & Infrastructure Solutions 2003 - 2003
Schlumberger 2003 - 2003
Education
University of Nebraska-Lincoln 2006 — 2009
Master of Science, Financial Planning
Bellevue University 2003 — 2005
BSBA, Business Administration
New Pathway Education & Technology Group (USA) September 2014 - Present
New Pathway Education & Technology Group August 2012 - August 2014
Inhouse Web July 2011 - July 2012
Shanghai Greenland Group August 2010 - June 2011
iSoftStone April 2010 - July 2010
JPMorgan Chase July 2007 - July 2009
THE OHIO DEPARTMENT OF JOB AND FAMILY SERVICES October 2006 - July 2007
ACH Food Companies June 2006 - September 2006
Merrill Lynch 2005 - 2005
Skills
Recruiting, Strategic Planning, Leadership, Management, Human Resources, Process Improvement, Mandarin, Organizational..., Project Management, Cross-cultural Teams, Talent Acquisition, Employee Relations, Performance Management, Training, Account Management, Interviews, Microsoft Office
Education
Cornell University 2014 — 2016
Master's Degree
Beijing Language and Culture University 2009 — 2010
Certificate, Chinese Mandarin
The Ohio State University Fisher College of Business 2003 — 2007
B.S.B.A., Marketing; Human Resource Management
PayPal June 2006 - Present
PayPal an Ebay Company March 2004 - Present
US Bank March 2002 - March 2004
Wells Fargo Investments December 2000 - March 2002
Merrill Lynch August 1999 - December 2000
International Market Acquisitions August 1995 - December 1998
Skills
ACH, E-payments, Internet Banking, Budgets, Business, E-commerce, Payment Industry, Mobile Commerce, Sales, Mobile Payments, Go-to-market Strategy, Management, Call Center, Acquiring, Analytics, Mobile Applications, Risk Management, Program Management, Finance, Small Business, Multi-channel Marketing, SaaS, Payments, Debit Cards, Financial Risk, Business Relationship..., Product Management, Credit Cards, Marketing, Customer Experience, CRM, Merchant Services, Marketing Strategy, Payment Services, Strategic Partnerships, Affiliate Marketing, Fraud Detection, Strategy, PCI DSS, Business Development, Mobile Devices, Fraud, Chargebacks, Start-ups, Transaction Processing, Analysis, Executive Management, Payment Gateways, Salesforce.com, Mobile Internet
Education
Bellevue University 2008 — 2012
MBA, Management Information Systems
Shizouka University 1993 — 1994
International Business, World Economics and International Finance
University of Nebraska at Omaha 1989 — 1994
Batchelor of Arts, International Business & Finance
Temple ISD September 2011 - Present
West ISD August 2010 - June 2011
MIdway ISD September 2009 - June 2010
State Bank & Trust Co., Dallas October 2006 - June 2010
Merrill Lynch March 2005 - September 2006
JPMorgan Chase May 2001 - September 2005
United States Marine Corps December 1994 - April 1999
Skills
Loans, Credit, Banking, Financial Analysis, Risk Management, Budget, Team Building, Investments, Mortgage Lending, Executive Management, Coaching, Portfolio Management, Strategic Financial..., Business Development, Strategic Planning
Education
Baylor University - Hankamer School of Business 1999 — 2001
MBA
Texas Tech University - Rawls College of Business 1990 — 1994
BBA, Business Mgt w/a minor in Accounting
Merrill Lynch September 2002 - Present
Skills
Wealth Management, Estate Planning, Retirement Planning, Series 7, Asset Allocation, Wealth Management..., Investment Strategies, 401k, Retirement, Investment Management, Investment Advisory, Mutual Funds, Portfolio Management, Goals-Based Planning, Insurance, Alternative Investments
Education
Belmont University 2006 — 2006
Certificate of Financial Planning
Campbell University 1995 — 2000
BA, Business Administration
State Farm Insurance October 2008 - October 2009
Merrill Lynch May 2008 - July 2008
Texas Roadhouse August 2007 - April 2008
Baylor University August 2005 - August 2007
Education
Baylor University - Hankamer School of Business 2005 — 2008
B.B.A., Finance
Schreiner University 2004 — 2005
MRM / McCann July 2013 - Present
SRI International, Sarnoff August 2011 - May 2013
VioCare March 1998 - April 2011
Merrill Lynch 1996 - 1997
Skills
Design Patterns, C#, C++, Eclipse, XML, Software Engineering, Software Development, C, Architecture, TCP/IP, Visual Studio, .NET, MFC, Multithreading, Object Oriented Design, SQL Server, SQL, Visual C++, Subversion, Threads
Education
Belaruski Dziarzhauny Universitet
MS
Taos Ski Valley September 2012 - Present
Morgan Stanley Investment Management 2008 - September 2012
Merrill Lynch 2006 - 2008
Skills
Valuation, Financial Modeling, Social Media, Mutual Funds
Education
Royal Academy of Music, U. of London 2003 — 2004
masters, Voice Performance
Baylor University
LPL Financial January 2014 - Present
Ursus Wealth Management January 2014 - Present
Merrill Lynch October 2010 - January 2014
Chase Investment Services Corp. September 2005 - October 2010
Fidelity Investments March 2001 - September 2005
Janus Capital Group November 2000 - March 2001
Merrill Lynch July 1999 - November 2000
Skills
Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Fixed Income, 401k, Trading, Insurance, Finance, Financial Advisory, Securities, Series 7
Education
Baylor University 1996 — 1999
BBA, Finance
Baylor University - Hankamer School of Business 1996 — 1999
Bachelor, Finance
Brazosport College 1994 — 1996
Associate's degree, General Studies
Merrill Lynch June 2012 - Present
AstraZeneca Pharmaceuticals April 2004 - March 2012
AstraZeneca Pharmaceuticals June 2002 - April 2004
AstraZeneca Pharmaceuticals September 2000 - June 2002
AstraZeneca Pharmaceuticals November 1997 - June 2002
MERCK & CO., INC September 1999 - September 2000
AstraZeneca Pharmaceuticals November 1997 - August 1999
University of Wisconsin-Madison August 1995 - November 1997
Education
Belmont University - Jack C. Massey Graduate School of Business 2008 — 2011
MBA, Finance
University of Wisconsin-Madison 1990 — 1995
BS, Biochemistry
Lantheus Medical Imaging May 2012 - Present
KPMG LLP July 2010 - August 2011
KPMG July 2007 - June 2010
Merrill Lynch June 2006 - August 2006
FIDMASH June 2003 - July 2005
Skills
US GAAP, Financial Analysis, CFA, MBA, Big 4, Cash Flow Forecasting, Valuation
Education
University of Georgia - Terry College of Business 2005 — 2007
MBA
Belarusian State University 1998 — 2003
Bachelor's
Self Employed February 2014 - Present
Morehouse School of Medicine 2009 - 2013
Merrill Lynch September 2007 - May 2009
Meharry Medical College 1994 - 2004
Skills
Strategic Financial..., Financial Analysis, Managerial Finance, Budgets, Portfolio Management, Financial Modeling, Analysis, Auditing, Accounting, Management
Education
Belmont University 1989 — 1991
Master of Business Administration (MBA), Finance
Tennessee State University 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
OFS Management 2009 - Present
Merrill Lynch 2006 - 2009
Wachovia Securities, LLC 1998 - 2006
Education
Belmont Abbey College 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Oxy August 2014 - Present
Oxy November 2012 - August 2014
Merrill Lynch March 2009 - November 2012
Merrill Lynch July 2006 - March 2009
Gulf South Pipeline August 2005 - July 2006
Enron Estate Services March 1995 - August 2005
Skills
Analysis, Commodity, Disaster Recovery, Trading, Finance, Back Office, Business Analysis, Business Process, Commodity Markets, Derivatives, Financial Risk, Management, Options, Risk Management, SDLC, Software Documentation, Valuation, Natural Gas, Hedging, Trading Systems, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Settlement, Structured Products, Energy Markets, Operational Risk, Vendor Management, Access, Contract Management, Visio, Process Improvement, Middle Office, Business Intelligence, Strategy
Education
Baylor University 2015 — 2016
Master of Business Administration (MBA)
University of Houston-Downtown
BBA, Computer and Information Systems Security/Information Assurance
University of Houston-Downtown
BBA, Management
Merrill Lynch June 2006 - Present
Wachovia Securities, LLC January 2002 - June 2007
Merrill Lynch May 2000 - January 2002
Education
Belmont Abbey College 1996 — 2000
Business Admin / Sociolgy
BlackRock September 2014 - Present
Goldman Sachs September 2011 - September 2014
Instinet Corporation August 2009 - September 2011
Merrill Lynch August 2005 - August 2009
US Securities and Exchange Commission February 2003 - July 2005
Skadden Arps September 1998 - January 2003
Skills
Securities, Capital Markets, Securities Regulation, Hedge Funds, Corporate Governance, Private Equity, Due Diligence, Mergers & Acquisitions, Equities, Corporate Law
Education
Fordham University School of Law 1995 — 1998
JD, Law
William & Mary 1988 — 1992
BA, East Asian Studies, Government
Beijing Language and Culture University 1990 — 1990
Chinese
Mercuria Energy Trading S.A. July 2010 - Present
BP 2009 - 2010
Merrill Lynch 2006 - 2009
Tesoro 2005 - 2006
ChevronTexaco 2000 - 2003
Education
Baylor University - Hankamer School of Business 2003 — 2004
MBA, Finance
Texas A&M University - Mays Business School 1996 — 2000
BBA, Accounting
UBS Financial Services Inc. 2008 - Present
Merrill Lynch May 1996 - December 2008
Education
Bellarmine University 1980 — 1984
BA, Business/History
Wexco Resources September 2008 - Present
Zig Ziglar Training 1996 - 1998
Merrill Lynch 1983 - 1986
Skills
Due Diligence, Natural Gas, Energy, Microsoft Excel, Strategic Planning, Leases, Gas, Management, Real Estate, Financial Analysis, Leadership, Analysis, Mergers & Acquisitions, Energy Industry, Budgets, Negotiation, Contract Management, Contract Negotiation, Upstream, Acquisitions, Risk Management, Pipelines, Petroleum, Business Development, Insurance, Title Searches, Divestitures, Oil & Gas Industry, Investments, Joint Ventures, Land Acquisition, Oil/Gas, Lease Negotiations, Title Opinions, Supervisory Skills, Division Orders, Commercial Real Estate, Lease Administration, Asset Management, Oil & Gas Exploration, Brokerage, Midstream, Titles, Finance, Real Estate Transactions, Onshore, Drilling, Valuation, Mineral Rights, Financial Modeling
Education
Baylor University 1977 — 1981
BBA, Finance
Dave Perry Miller & Associates October 2009 - September 2010
Marc Events February 2009 - August 2009
Kristen Dickson Public Relations & Marketing October 2008 - March 2009
Merrill Lynch June 2008 - March 2009
Education
Baylor University 2004 — 2008
BBA, Marketing
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Marketing
Merrill Lynch June 2014 - Present
Aegis Defence Services Ltd December 2012 - May 2014
Triple Canopy July 2011 - December 2012
Federal Reserve Bank August 2005 - November 2009
United States Marine Corps September 2000 - September 2004
Education
Belmont University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration
Nashville State Community College 2006 — 2008
Wells Fargo Advisors, LLC November 2011 - Present
Merrill Lynch September 2008 - November 2011
TIAA-CREF 2007 - 2008
TIAA-CREF 2004 - 2007
Education
Belmont Abbey College 1995 — 1999
Bachelor of Arts (B.A.), Belmont Abbey College
P1 Capital LLC October 2014 - Present
Citigroup October 2004 - October 2014
Merrill Lynch 2003 - 2003
Bear Wagner Specialists 2002 - 2002
Education
Baylor University - Hankamer School of Business
BBA, Finance, International Business
Wells Fargo Advisors December 1998 - Present
Merrill Lynch December 1979 - December 1998
Skills
Mutual Funds, 401k Rollovers, Strategic Planning, IRAs, 529 Plans, Uniform Combined State..., Wealth Management..., Saving for Education, 401k, Unit Investment Trusts, Retirement, Municipal Bonds, Customer Service, AP Style, Asset Allocation, Retirement Plan..., High Net Worth..., Public Speaking, Employee Training, Speech Writing, Copy Editing, Retirement Planning, CRPC, FINRA, AAMS, Investment Advisory, Wealth, Investment Strategies, Tax Free Income, SEP IRA, Business Planning
Education
Baylor University 1959 — 1963
Bachelor of Arts (B.A.), Business, Sociology
Merrill Lynch November 2011 - Present
Johnson Law Firm P.C August 2011 - October 2011
DePaul University College of Law Technology and Intellectual Property Clinic August 2010 - December 2010
Loading Dock Bar and Grill January 2007 - January 2010
Quinton's Deli & Tonic Nightclub March 2004 - August 2007
Skills
Legal Writing, Courts, Outlook, Intellectual Property, PowerPoint, Legal Research, Microsoft Excel, Copyright Law, Research, Customer Service, Microsoft Word, Analysis, Contract Negotiation, Legal Advice, Litigation, Management, Patents, Trademarks, Westlaw
Education
DePaul University College of Law 2008 — 2011
Juris Doctor, Certificate in Intellectual Property
DePaul University College of Law
Juris Doctor
Beijing Foreign Studies University
UNSW Australia
University of Missouri
Bachelor of Science, Mechanical Aerospace Engineering
University of Missouri-Columbia
Bachelor of Science, Mechanical Aerospace Engineering
PNC Investments September 2010 - Present
Merrill Lynch September 2008 - September 2010
Wells Fargo June 2005 - September 2008
Education
Bellarmine University 2014 — 2015
University of Southern Indiana 2000 — 2005
bachelor, Finance
Harlaxton College 2001 — 2001
International/Global Studies
ERF Wireless June 2012 - Present
Contracted Driver Services, Inc. March 2011 - February 2012
Main Street Tax Advisors February 2010 - April 2010
Merrill Lynch June 2008 - August 2008
Skills
Account Management, Business Development, Direct Sales, Finance, Leadership, Operations Management, Process Improvement, Recruiting, Sales, Sales Management, Salesforce.com, Strategic Planning, Financial Analysis, New Business Development, Microsoft Office, Team Building, Budgets, Marketing, Project Management, Sales Operations
Education
Baylor University - Hankamer School of Business 2003 — 2008
B.B.A., Management, Economics
AMPRINT GROUP December 2014 - Present
Expedia, Inc. September 2014 - December 2014
Amazon June 2013 - December 2013
Merrill Lynch April 2010 - September 2010
Green River Community College September 2009 - June 2010
Yulong Printing Material Corporation July 2007 - August 2008
Skills
Accounting, Financial Accounting, Finance, Financial Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, Access, Data Analysis, Auditing, QuickBooks, Mandarin, Microsoft Word, Leadership, Customer Service, Teamwork, Research, Accounts Payable, Analysis, Forecasting, Accounts Receivable, Financial Modeling, Account Reconciliation, Time Management, US GAAP, Bookkeeping, Outlook, Budgets, Tax, CPA, Public Speaking, Marketing, Event Planning
Education
Seattle University 2013 — 2014
Master of Professional Accounting, Accounting
Seattle University 2010 — 2012
BA, Accounting & Finance
Green River Community College 2008 — 2010
Associate Degree in Business, Business
Beijing Normal University 2007 — 2008
Finance
Public Employee's Retirement System of Mississippi May 1983 - Present
Morgan Keegan 1983 - 1983
Merrill Lynch 1980 - 1982
Skills
Microsoft Word, Microsoft Office, Financial Analysis, Financial Reporting, Accounting, Training
Education
Belhaven College 1991 — 1993
Bachelor of Science (BS), Computer Science
Mississippi College 1980 — 1982
BSBA, Accounting
University of Mississippi
Amazon March 2014 - September 2014
Wells Fargo 2012 - August 2013
Ayush Herbs, Inc. 2010 - 2012
Merrill Lynch 2009 - 2010
Skills
Microsoft Excel, Financial Analysis, Finance, Management, Investments, Financial Accounting, Social Media, Microsoft Office, Advertising, Photoshop, Marketing Communications, Tax Accounting, Retail Banking, SQL, Cognos
Education
University of Washington 2013 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
University of Portland 2010 — 2012
Bachelor of Business Administration (BBA), Accounting & Finance
Bellevue Community College 2008 — 2010
Associate of Science (AS), Chemistry
Issaquah High School 2006 — 2010
Merrill Lynch October 2010 - Present
Bank of America 2014 - 2014
Bank of America September 1997 - October 2010
Education
Belmont Abbey College 1997 — 2000
BA, Business Administration
Miller-Green Financial April 2015 - Present
TWFG (The Woodlands Financial Group) 2013 - April 2015
Merrill Lynch 2012 - 2013
Odyssey OneSource 2011 - 2012
Woodforest National Bank 2008 - 2010
WBMG 2004 - 2008
Skills
Risk Management, Strategic Planning, New Business Development, Financial Analysis, Account Management, Budgets, Business Development
Education
Baylor University
Business
University of Houston
Management, Finance
ERNST & YOUNG LLP August 2008 - Present
Merrill Lynch August 2007 - December 2007
Baylor University August 2006 - May 2007
Education
University of Virginia 2008 — 2009
Master's, Accounting
Baylor University
Bachelor of Business Administration, Economics and Finance (Double
University of Virginia (UVA)
Master of Science; M.S, Accounting
Mary Kay Cosmetics December 2000 - Present
Medina Valley ISD August 1990 - June 1998
Poteet ISD September 1988 - June 1990
Irving ISD September 1985 - June 1988
Merrill Lynch December 1982 - September 1985
Comcast Sound Communications-Muzak July 1980 - December 1982
Education
University of North Texas 1986 — 1988
M.Ed., Vocational Education, Psychology
Baylor University - Hankamer School of Business 1976 — 1980
BBA, Marketing and Statistics
Merrill Lynch June 1997 - Present
Education
Bellarmine University 1993 — 1997
Economics
Faught Law January 2012 - Present
Merrill Lynch January 2011 - May 2011
Education
Belmont University 2008 — 2012
Belmont University
Bachelor of Business Administration, Accounting
Global Alternative Investment Services, Inc January 2004 - Present
Wachovia - Wealth Management 2001 - December 2003
Interstate / Johnson Lane, Inc. 1998 - 2001
Interstate / Johnson Lane, Inc. 1993 - 1998
Interstate / Johnson Lane, Inc. 1991 - 1998
Smith Barney, Inc. 1990 - 1991
Smith Barney, Inc. 1981 - 1991
Merrill Lynch 1977 - 1981
Merrill Lynch 1973 - 1977
U. S Army 1968 - 1971
Skills
Portfolio Management, Sales Leadership..., Sales Training
Education
University of South Carolina-Columbia 1971 — 1973
Master of Arts (M.A.), International Studies
Belmont Abbey College 1964 — 1968
BA, Political Science
YWCA Princeton September 2010 - Present
Amper, Politziner, and Mattia, CPA"s September 1987 - September 1990
Merrill Lynch September 1984 - August 1987
Education
Belmont Abbey College 1983 — 1987
Bachelor of Arts (BA), Accounting
Center for Creative Leadership November 2011 - August 2013
VALIC April 2003 - November 2009
Merrill Lynch March 1997 - April 2001
Skills
Coaching, Leadership Development, Organizational..., Change Management, Executive Coaching, Management Consulting, Leadership, Team Building, Training, Succession Planning, Organizational..., Strategic Planning, Talent Management, Performance Management, Workshop Facilitation, Personal Development, Management Development, Strategy, Public Speaking, Employee Engagement
Education
Baylor University 1989 — 1993
Bachelor of Business Administration (BBA), Marketing and Real Estate
RBC Global Asset Management (U.S.) Inc. July 2015 - Present
Mercer Investments June 2014 - June 2015
Mercer May 2013 - August 2013
UBS Global Asset Management June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Northwestern University 2011 — 2013
Bachelor of Arts (BA)
Beijing Foreign Studies University 2012 — 2012
United States Military Academy at West Point 2010 — 2011
Bachelor of Arts (BA)
Supreme Lending October 2012 - Present
Regions Financial Corporation June 2012 - October 2012
Mortgage America a/k/a HomeTrust of America February 2008 - June 2012
Merrill Lynch 1991 - 1996
Skills
FHA, VA, USDA, AHFA,..., Loans, Loan Origination, FHA financing, Mortgage Underwriting, USDA, Loss Mitigation, Mortgage Servicing, Government Loans, Construction Loans, Non-Conforming, Credit, Home Equity Loans, Reverse Mortgages, Banking, FHA Financing, Credit Analysis
Education
Belmont University 1981 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
Belmont University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NGC Group Inc. December 2013 - December 2014
Catholic Health Initiatives January 2011 - June 2013
Merrill Lynch April 1998 - September 2008
Skills
Project Management, Emergency Management, Strategic Planning, Surveillance, Enforcement, Firearms, Customer Service, Budgets
Education
Bellevue University 2012 — 2014
Bachelor's Degree, Healthcare Management
Southeast Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Office Professional-Medical
UnitedHealth Group August 2014 - Present
American HealthTech August 2011 - January 2014
John Hancock Financial Network, Southeastern Financial Partners March 2009 - August 2010
UBS Wealth Management March 2003 - 2008
Merrill Lynch May 1989 - March 2003
Skills
Portfolio Management, Strategic Financial..., Market Analysis, Business Analysis, Risk Assessment, Key Performance..., SQL, Team Leadership, Key Account Management, Key Account Development, Project Management, Healthcare, Long-term Care, Training, Computer Software..., GoToMeeting, Webinar Development, Cloud Applications, Document Drafting, HIPAA, EMR, Interoperability, Point of Care, Citrix, E-Learning, New Business Development, Forecasting, Customer Service, Troubleshooting, Bomgar, Software Documentation, Sales Management, Strategic Planning, Relationship Management, Brand Development, Microsoft Excel, Microsoft Office, Process Improvement, Microsoft Word, Newsletters, Account Management, PowerPoint, SQL Server Management..., Windows, Software Project..., Team Building, Management, Access, Multi Tasking
Education
Belhaven University
Bachelor of Science (BS), Business Administration and Management, General, 3.89
Chief Oil & Gas and Rees-Jones Investments August 2007 - Present
ACS Inc. 2005 - August 2007
Merrill Lynch July 2003 - 2005
Education
The University of Texas at Dallas 2009 — 2011
Master's degree, Accounting
Baylor University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Economics
Rookies Sports Bar and Grill September 2014 - Present
The Cheesecake Factory March 2006 - Present
The Cheesecake Factory September 2013 - August 2014
Darigold October 2011 - May 2012
Norwegian Cruise Line June 2007 - October 2007
Merrill Lynch January 2006 - March 2006
Pagliacci Pizza September 2004 - November 2005
Merrill Gardens March 1999 - August 2004
Skills
Data Entry, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Time Management, Inventory Management, Cashiering, Leadership, Critical Thinking
Education
Bellevue Community College 2012 — 2016
Medical Radiologic Technology/Science - Radiation Therapist
University of Washington 2004 — 2010
Bachelor's degree, Finance, General
Swift Transportation June 2014 - Present
Club Z! Tutoring May 2012 - Present
Merrill Edge August 2013 - June 2014
Merrill Lynch January 2010 - August 2013
Ivy Tech Community College August 2011 - May 2012
Charles Schwab August 2007 - November 2008
Skills
Stata, Statistics, Limdep, TSP, Investments, Series 7, Financial Services, Forecasting, Economics, Econometrics, Teaching, Valuation, Macroeconomics
Education
Indiana University Indianapolis 2008 — 2011
Master's degree, Economics
Bellarmine University 2003 — 2007
Bachelor's degree, Economics / Mathematics
Kentucky School Facilities Construction Commission November 2013 - Present
Legislative Research Commission 2005 - 2013
Merrill Lynch 2003 - 2005
Education
Baylor University 2002 — 2003
Master's Degree
Baylor University 1998 — 2002
Bachelor's Degree
National Institute of Public Finance, Pepperdine University
Certificate in Public Treasury Management