Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
Matt Shires Matt Shires Orange County, California Area Details
Matt Shires's Merrill Lynch Experience 2004 - 2004
Job Southern California & Las Vegas Regional Sales at Baumvision
Industry Apparel & Fashion
Experience
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

Kathy Hutchins Kathy Hutchins Miami/Fort Lauderdale Area Details
Kathy Hutchins's Merrill Lynch Experience January 2012 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
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

Maria D'Addeo Maria D'Addeo Louisville, Kentucky Details
Maria D'Addeo's Merrill Lynch Experience February 2014 - March 2015
Job Account Coordinator at Bandy Carroll Hellige
Industry Marketing and Advertising
Experience
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

James Stanley James Stanley New York, New York Details
James Stanley's Merrill Lynch Experience 2004 - 2007
Job Trader
Industry Financial Services
Experience
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

Alex Yuan Alex Yuan Greater Los Angeles Area Details
Alex Yuan's Merrill Lynch Experience April 2015 - May 2015
Job Data Analyst at Warner Bros.
Industry Entertainment
Experience
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

Smith Angie Smith Angie Jackson, Mississippi Area Details
Smith Angie's Merrill Lynch Experience July 1984 - September 1985
Job Teacher 3rd grade at St. Andrew's Episcopal School
Industry Education Management
Experience
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

Geraldine Hussey Geraldine Hussey Naples, Florida Details
Geraldine Hussey's Merrill Lynch Experience 2006 - 2011
Job Relationship Manager @ SunTrust Bank
Industry Banking
Experience
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

Rene Corbett Rene Corbett Austin, Texas Area Details
Rene Corbett's Merrill Lynch Experience February 2007 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

James Henderson James Henderson Seattle, Washington Details
James Henderson's Merrill Lynch Experience June 2011 - September 2011
Job Portfolio Systems Developer / Research Associate
Industry Investment Management
Experience
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

Clarance Jones Clarance Jones Houston, Texas Area Details
Clarance Jones's Merrill Lynch Experience December 2009 - February 2011
Job IT Applications Manager at Apache Corp
Industry Information Technology and Services
Experience
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

Daniel Cullen Daniel Cullen Charlotte, North Carolina Details
Daniel Cullen's Merrill Lynch Experience July 2004 - May 2005
Job Capital Markets Executive / Providence Financial
Industry Capital Markets
Experience
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

Di Liu Di Liu San Francisco Bay Area Details
Di Liu's Merrill Lynch Experience June 2014 - August 2014
Job Software Engineer at Facebook
Industry Computer Software
Experience
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

Dino DiMeo Dino DiMeo Charlotte, North Carolina Area Details
Dino DiMeo's Merrill Lynch Experience November 2009 - Present
Job Merrill Lynch Banking Advisor
Industry Banking
Experience
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

Jon Bonem Jon Bonem Waco, Texas Details
Jon Bonem's Merrill Lynch Experience May 2014 - July 2014
Job Junior Analyst at Baylor Angel Network
Industry
Experience
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

Debby Morio Debby Morio Greater Seattle Area Details
Debby Morio's Merrill Lynch Experience 1980 - 1986
Job Compliance at Allison Spielman Advisors
Industry Financial Services
Experience
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

Devin McCarthy Devin McCarthy Dallas, Texas Details
Devin McCarthy's Merrill Lynch Experience June 2012 - August 2012
Job Intern at PricewaterhouseCoopers
Industry Accounting
Experience
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

Gregg Moore Gregg Moore Newport Coast, California Details
Gregg Moore's Merrill Lynch Experience June 2014 - August 2014
Job Finance and Accounting Intern at Colony American Finance
Industry Financial Services
Experience
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

Andrea Bassett Andrea Bassett New York, New York Details
Andrea Bassett's Merrill Lynch Experience October 2002 - October 2009
Job Executive Assistant at Stifel Financial Corp.
Industry Financial Services
Experience
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

Sangeeta Peri Sangeeta Peri Sammamish, Washington Details
Sangeeta Peri's Merrill Lynch Experience May 1999 - April 2000
Job IT Customer Service Specialist
Industry Financial Services
Experience
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

James Danger James Danger Bellingham, Washington Details
James Danger's Merrill Lynch Experience August 2012 - August 2013
Job Banking Center Manager at Bank of America
Industry Financial Services
Experience
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

Chris Lehr Chris Lehr Dallas, Texas Details
Chris Lehr's Merrill Lynch Experience May 2010 - July 2010
Job Senior Consultant at Protiviti, Business Performance Improvement
Industry Management Consulting
Experience
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

Sam Dickson Sam Dickson Oklahoma City, Oklahoma Area Details
Sam Dickson's Merrill Lynch Experience August 1985 - December 1993
Job Market Director/Executive Director at JP Morgan Securities, LLC
Industry Financial Services
Experience
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

Mary Rorvik Mary Rorvik Greater Seattle Area Details
Mary Rorvik's Merrill Lynch Experience June 2011 - February 2012
Job Financial Consultant at TIAACREF
Industry Investment Management
Experience
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

Zhou Li Zhou Li Greater New York City Area Details
Zhou Li's Merrill Lynch Experience June 2011 - August 2011
Job
Industry Investment Banking
Experience
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

Matthew Becker Matthew Becker Greater Atlanta Area Details
Matthew Becker's Merrill Lynch Experience May 2007 - July 2007
Job Senior Analyst at Delta Air Lines
Industry Airlines/Aviation
Experience
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

Alena Gavrikova Alena Gavrikova Miami/Fort Lauderdale Area Details
Alena Gavrikova's Merrill Lynch Experience January 2008 - May 2008
Job Associate Attorney at Groves & Verona, P.A.
Industry Legal Services
Experience
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

Matt McGowan Matt McGowan Greater New York City Area Details
Matt McGowan's Merrill Lynch Experience September 1994 - September 1995
Job Relationship Manager
Industry Management Consulting
Experience
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

Christian Tycksen Christian Tycksen Houston, Texas Details
Christian Tycksen's Merrill Lynch Experience June 2014 - Present
Job Financial Analyst at Merrill Lynch
Industry Investment Management
Experience
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

Ace Roman Ace Roman Dallas/Fort Worth Area Details
Ace Roman's Merrill Lynch Experience May 2004 - March 2009
Job Director of Finance at Granite Properties
Industry Commercial Real Estate
Experience
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

Grady Gaynor Grady Gaynor Indianapolis, Indiana Area Details
Grady Gaynor's Merrill Lynch Experience October 1999 - October 2001
Job CEO at Indie Asset Partners
Industry Financial Services
Experience
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

Peter H Sackaris Peter H Sackaris Greater New York City Area Details
Peter H Sackaris's Merrill Lynch Experience April 1981 - August 1982
Job Business Strategist / Entrepreneur
Industry Management Consulting
Experience
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

Clint Alexander Clint Alexander Austin, Texas Area Details
Clint Alexander's Merrill Lynch Experience March 2000 - July 2001
Job Estate Planning & Probate Attorney
Industry Law Practice
Experience
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

David J Marguglio David J Marguglio Greater San Diego Area Details
David J Marguglio's Merrill Lynch Experience July 1996 - August 2000
Job Biopharma Executive Senior Vice President / Director Adamis Pharmaceuticals Corporation
Industry Biotechnology
Experience
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

Paul Kevin Ellison Paul Kevin Ellison Cincinnati Area Details
Paul Kevin Ellison's Merrill Lynch Experience June 2003 - June 2004
Job Senior Customer Safety Consultant at Caterpillar Inc.
Industry Professional Training & Coaching
Experience
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

Danielle Wu Danielle Wu Greater New York City Area Details
Danielle Wu's Merrill Lynch Experience June 2007 - September 2007
Job Senior Manager, Marketing and Partner Management Enterprise Growth at American Express
Industry Marketing and Advertising
Experience
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

Dominic Calvani Dominic Calvani Franklin, Tennessee Details
Dominic Calvani's Merrill Lynch Experience February 2004 - November 2008
Job Private Wealth Advisor at UBS
Industry Financial Services
Experience
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

Steve Lebrun Steve Lebrun Miami/Fort Lauderdale Area Details
Steve Lebrun's Merrill Lynch Experience 1996 - 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
The Corradino Group  2012 - 2013
Burger King Corporation  2008 - 2010
Merrill Lynch   1996 - 2005

Skills
CEH, Security +, CISSP

Education
Becker College   1987 — 1989

Holland Sullivan Holland Sullivan New York, New York Details
Holland Sullivan's Merrill Lynch Experience 2004 - 2009
Job Corporate Development, M&A
Industry Investment Management
Experience
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

Joyline Jacob, MBA, MS-ITM, CISA, CRMA Joyline Jacob, MBA, MS-ITM, CISA, CRMA Greater Omaha Area Details
Joyline Jacob, MBA, MS-ITM, CISA, CRMA's Merrill Lynch Experience 1998 - 1999
Job Technology Audit
Industry Computer Software
Experience
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

Christopher D. Baroni Christopher D. Baroni Long Beach, California Details
Christopher D. Baroni's Merrill Lynch Experience October 1998 - January 2000
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Julia Korman Julia Korman Greater New York City Area Details
Julia Korman's Merrill Lynch Experience October 2001 - December 2005
Job Information Technology and Services Professional Assistant Vice President at Barclay's
Industry Financial Services
Experience
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

Alex Vinokur Alex Vinokur Greater New York City Area Details
Alex Vinokur's Merrill Lynch Experience June 1998 - September 1999
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
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

Paul Jankovsky, Jr. Paul Jankovsky, Jr. Dallas/Fort Worth Area Details
Paul Jankovsky, Jr.'s Merrill Lynch Experience March 1995 - December 1998
Job Managing Principal
Industry Financial Services
Experience
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

Laura Greaser, CFP, CRPC Laura Greaser, CFP, CRPC Houston, Texas Details
Laura Greaser, CFP, CRPC's Merrill Lynch Experience 2007 - Present
Job Wealth Management Advisor at Merrill Lynch, Certified Financial Planner, Chartered Retirement Planning Counselor
Industry Financial Services
Experience
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

Dave Kooker Dave Kooker Jacksonville, Florida Area Details
Dave Kooker's Merrill Lynch Experience November 2004 - March 2005
Job Business Analyst at Incepture
Industry Insurance
Experience
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

Thomas Pittman Thomas Pittman Orlando, Florida Area Details
Thomas Pittman's Merrill Lynch Experience June 1997 - May 1999
Job Managing Director, Chief Marketing Officer at EWM
Industry Education Management
Experience
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

Rachel Hacker Rachel Hacker Knoxville, Tennessee Details
Rachel Hacker's Merrill Lynch Experience August 1997 - December 1998
Job President and Owner at McBrearty Capital Management, Inc.
Industry Financial Services
Experience
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

Ina Herlihy Ina Herlihy San Francisco Bay Area Details
Ina Herlihy's Merrill Lynch Experience April 2011 - August 2011
Job Growth at Zumper
Industry Internet
Experience
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

Elizabeth Roaldsen, CFA Elizabeth Roaldsen, CFA Greater Boston Area Details
Elizabeth Roaldsen, CFA's Merrill Lynch Experience March 2006 - September 2008
Job Head of Digital Transformation
Industry Financial Services
Experience
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

Mark Mcleland Mark Mcleland Fort Worth, Texas Details
Mark Mcleland's Merrill Lynch Experience October 1982 - Present
Job
Industry Financial Services
Experience
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

Trey Cavezza Trey Cavezza Waco, Texas Area Details
Trey Cavezza's Merrill Lynch Experience December 2006 - December 2008
Job Advisor/Partner at Fountainhead Resource Group
Industry Financial Services
Experience
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

Nick Zuclich Nick Zuclich Greater Seattle Area Details
Nick Zuclich's Merrill Lynch Experience June 2008 - February 2009
Job Technical Program Manager at Microsoft
Industry Computer & Network Security
Experience
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

Penny Cooper, MBA, CRCM, FTR Penny Cooper, MBA, CRCM, FTR Jacksonville, Florida Area Details
Penny Cooper, MBA, CRCM, FTR's Merrill Lynch Experience 1997 - 1997
Job Former FDIC Bank Examiner
Industry Banking
Experience
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

Christi Staib, CRPC®, MBA Christi Staib, CRPC®, MBA Dallas/Fort Worth Area Details
Christi Staib, CRPC®, MBA's Merrill Lynch Experience 2006 - 2010
Job President, Staib Wealth Management Dba Silver Sail™ Wealth Advisors
Industry Financial Services
Experience
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

Patrick Purvis Patrick Purvis United States Details
Patrick Purvis's Merrill Lynch Experience September 1978 - February 1981
Job Independent Contractor at National Write Your Congressman
Industry Political Organization
Experience
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

Scotty Arellano Scotty Arellano Austin, Texas Details
Scotty Arellano's Merrill Lynch Experience August 2012 - December 2012
Job Founder at Raging Mammoth
Industry Consumer Goods
Experience
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

Bryce Garoutte Bryce Garoutte Dallas/Fort Worth Area Details
Bryce Garoutte's Merrill Lynch Experience June 2014 - August 2014
Job Human Capital Consultant at Paycom
Industry Computer Software
Experience
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

Jeremy Ransom Jeremy Ransom Austin, Texas Details
Jeremy Ransom's Merrill Lynch Experience December 2013 - October 2014
Job MBA Candidate, Baylor University
Industry Financial Services
Experience
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

Rebecca Masinde Rebecca Masinde Greater New York City Area Details
Rebecca Masinde's Merrill Lynch Experience June 2009 - August 2009
Job Sales Account Manager at Bloomberg LP
Industry Financial Services
Experience
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

Emily Kearney Emily Kearney Nashville, Tennessee Details
Emily Kearney's Merrill Lynch Experience August 2012 - August 2013
Job Bookkeeper at FBMM
Industry Entertainment
Experience
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

Jon Behrens Jon Behrens Gadsden, Alabama Details
Jon Behrens's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Alex Norell Alex Norell Dallas, Texas Details
Alex Norell's Merrill Lynch Experience May 2012 - August 2012
Job Associate
Industry Management Consulting
Experience
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

Avery Watson Avery Watson Austin, Texas Details
Avery Watson's Merrill Lynch Experience December 2010 - June 2011
Job Escrow Support
Industry Real Estate
Experience
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

Samuel Dallas Samuel Dallas New York, New York Details
Samuel Dallas's Merrill Lynch Experience June 2014 - September 2014
Job Intern at Wicked / Stone Productions
Industry Higher Education
Experience
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

Lauren Lucas Lauren Lucas Nashville, Tennessee Details
Lauren Lucas's Merrill Lynch Experience March 2011 - February 2012
Job Corporate Solutions Specialist at Dale Carnegie Training
Industry Professional Training & Coaching
Experience
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

Jingmin Wu Jingmin Wu Charlotte, North Carolina Area Details
Jingmin Wu's Merrill Lynch Experience January 2012 - May 2012
Job Assistant Vice President at Bank of America
Industry Banking
Experience
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

Jackson Tittle Jackson Tittle Waco, Texas Area Details
Jackson Tittle's Merrill Lynch Experience Air conditioning service and repair assistant24 Hour LTDMay 2014 - August 2014
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
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

Brendan Goldrick Brendan Goldrick New York, New York Details
Brendan Goldrick's Merrill Lynch Experience June 2014 - September 2014
Job Sales and Trading Analyst at Citi
Industry Financial Services
Experience
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

Phil Reynolds Phil Reynolds Greater Nashville Area Details
Phil Reynolds's Merrill Lynch Experience April 2009 - September 2009
Job Founder/Partner at TBH Advisors
Industry Financial Services
Experience
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

Melissa Farrell Melissa Farrell Barnstable/Yarmouth, Massachusetts Area Details
Melissa Farrell's Merrill Lynch Experience June 2004 - September 2005
Job Regional Manager at Complete Payroll Solutions
Industry Financial Services
Experience
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

Mohannad Ibrahim Mohannad Ibrahim Houston, Texas Area Details
Mohannad Ibrahim's Merrill Lynch Experience February 2013 - November 2013
Job Production Nominations and Scheduling Analyst at Vanguard Natural Resources, LLC (NASDAQ: VNR)
Industry Oil & Energy
Experience
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

Spencer Turner Spencer Turner Bloomington, Indiana Details
Spencer Turner's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Mike Dickie, MBA Mike Dickie, MBA Abilene, Texas Details
Mike Dickie, MBA's Merrill Lynch Experience December 1996 - September 2005
Job Registered Representative at Raymond James Financial Inc.
Industry Financial Services
Experience
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

Jeremiah Eberhardt Jeremiah Eberhardt Irvine, California Details
Jeremiah Eberhardt's Merrill Lynch Experience 1999 - 2001
Job Research Director at Morpace Inc.
Industry Market Research
Experience
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

Clay Zachry Clay Zachry Greater Los Angeles Area Details
Clay Zachry's Merrill Lynch Experience January 2000 - July 2009
Job Personal Wealth Advisor at Harris Financial Advisors, Inc.
Industry Financial Services
Experience
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

Mark Macaulay Mark Macaulay Greater Minneapolis-St. Paul Area Details
Mark Macaulay's Merrill Lynch Experience June 2008 - August 2008
Job Business Development Representative at Proto Labs
Industry Marketing and Advertising
Experience
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

Bill Eldredge Bill Eldredge Charlotte, North Carolina Area Details
Bill Eldredge's Merrill Lynch Experience September 2007 - January 2011
Job Financial Services
Industry Financial Services
Experience
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

John Alegnani John Alegnani Louisville, Kentucky Details
John Alegnani's Merrill Lynch Experience 2009 - 2010
Job CoOwner @ SaveALot Food Stores
Industry Retail
Experience
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

Dustin Cherry Dustin Cherry Dallas/Fort Worth Area Details
Dustin Cherry's Merrill Lynch Experience August 2009 - September 2010
Job currently looking
Industry Marketing and Advertising
Experience
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

Laura Kraus Laura Kraus Asheville, North Carolina Area Details
Laura Kraus's Merrill Lynch Experience May 2007 - August 2007
Job Mathematics Teacher at The Outdoor Academy
Industry Primary/Secondary Education
Experience
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

James Jacanin James Jacanin Greater Nashville Area Details
James Jacanin's Merrill Lynch Experience February 1997 - August 1998
Job Real Estate Development
Industry Real Estate
Experience
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

Nicholas L. Turner Nicholas L. Turner Dallas/Fort Worth Area Details
Nicholas L. Turner's Merrill Lynch Experience 1993 - 1995
Job CoC.E.O. at Kaye Bassman International Corporation
Industry Staffing and Recruiting
Experience
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

Shannon Gibson Halla Shannon Gibson Halla Dallas/Fort Worth Area Details
Shannon Gibson Halla's Merrill Lynch Experience 2005 - 2008
Job AttorneyatLaw
Industry Law Practice
Experience
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

N. Robert Lee N. Robert Lee Houston, Texas Area Details
N. Robert Lee's Merrill Lynch Experience January 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Harrison Bromley Harrison Bromley Quakertown, Pennsylvania Details
Harrison Bromley's Merrill Lynch Experience April 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

John Pardue, CIMA® John Pardue, CIMA® Dallas/Fort Worth Area Details
John Pardue, CIMA®'s Merrill Lynch Experience October 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Christopher Cervantes Christopher Cervantes Dallas/Fort Worth Area Details
Christopher Cervantes's Merrill Lynch Experience October 1999 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch   October 1999 - Present

Education
Baylor University - Hankamer School of Business   1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting

Christine Drisco Christine Drisco Greater Boston Area Details
Christine Drisco's Merrill Lynch Experience 1997 - 1999
Job Vice President, Operations and Compliance
Industry Financial Services
Experience
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

Scott Beal, CFP® Scott Beal, CFP® Greater Omaha Area Details
Scott Beal, CFP®'s Merrill Lynch Experience September 2010 - December 2012
Job
Industry Financial Services
Experience
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

Duke Tran Duke Tran Dallas/Fort Worth Area Details
Duke Tran's Merrill Lynch Experience August 1999 - February 2009
Job Vice President Investments at RBC Wealth Management
Industry Financial Services
Experience
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

Brigitte Leeman Brigitte Leeman Hartford, Connecticut Area Details
Brigitte Leeman's Merrill Lynch Experience 1996 - 1999
Job Head of Internal Sales at Lincoln Financial Group
Industry Insurance
Experience
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

Cindy Zapp Cindy Zapp Orlando, Florida Area Details
Cindy Zapp's Merrill Lynch Experience September 2007 - Present
Job Owner, Squeegee Squad Orange, Seminole & Osceola Counties
Industry Financial Services
Experience
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

Melissa Maw Melissa Maw Greater New York City Area Details
Melissa Maw's Merrill Lynch Experience 2005 - 2005
Job HR Business Partner, US and China
Industry Human Resources
Experience
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

Rob Jeltema Rob Jeltema Greater Omaha Area Details
Rob Jeltema's Merrill Lynch Experience August 1999 - December 2000
Job Enterprise Account Manager at PayPal
Industry Accounting
Experience
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

Derek Oden Derek Oden Temple, Texas Details
Derek Oden's Merrill Lynch Experience March 2005 - September 2006
Job Coach/Teacher at Temple ISD
Industry Sports
Experience
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

Raj Patnaik Raj Patnaik Greater Nashville Area Details
Raj Patnaik's Merrill Lynch Experience September 2002 - Present
Job Wealth Management Advisor at Merrill Lynch/PIA Portfolio Manager
Industry Investment Management
Experience
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

Ali Watson Ali Watson San Antonio, Texas Area Details
Ali Watson's Merrill Lynch Experience May 2008 - July 2008
Job Student at Baylor University Hankamer School of Business
Industry Financial Services
Experience
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

Svetlana Petrov Svetlana Petrov Princeton, New Jersey Details
Svetlana Petrov's Merrill Lynch Experience 1996 - 1997
Job Sr. Back End Developer at MRM Princeton
Industry Program Development
Experience
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

Whitneyrose Upchurch Whitneyrose Upchurch Taos Ski Valley, New Mexico Details
Whitneyrose Upchurch's Merrill Lynch Experience 2006 - 2008
Job Leisure, Travel & Tourism
Industry Leisure, Travel & Tourism
Experience
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

Jason Poff Jason Poff Houston, Texas Area Details
Jason Poff's Merrill Lynch Experience October 2010 - January 2014
Job President at Ursus Wealth Management
Industry Investment Management
Experience
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

Patrick Konyn, CRPC® Patrick Konyn, CRPC® Greater Nashville Area Details
Patrick Konyn, CRPC®'s Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Olga Batura, CFA, CPA Olga Batura, CFA, CPA Greater Boston Area Details
Olga Batura, CFA, CPA's Merrill Lynch Experience June 2006 - August 2006
Job Manager, Financial Planning and Analysis
Industry Pharmaceuticals
Experience
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

Donnetta Butler Donnetta Butler Nashville, Tennessee Details
Donnetta Butler's Merrill Lynch Experience September 2007 - May 2009
Job Financial Consultant
Industry Higher Education
Experience
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

Glen Ostrander Glen Ostrander Greater New York City Area Details
Glen Ostrander's Merrill Lynch Experience 2006 - 2009
Job Managing Director, Head of Corporate Development at OFS Management
Industry Financial Services
Experience
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

Shirlet Glover Shirlet Glover Houston, Texas Area Details
Shirlet Glover's Merrill Lynch Experience March 2009 - November 2012
Job Lead Operations Risk at Oxy
Industry Oil & Energy
Experience
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

Steve Gansler Jr Steve Gansler Jr Greater Philadelphia Area Details
Steve Gansler Jr's Merrill Lynch Experience June 2006 - Present
Job Vice President Financial Advisor at Bank of America
Industry Investment Management
Experience
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

Ann Leddy Ann Leddy Greater New York City Area Details
Ann Leddy's Merrill Lynch Experience August 2005 - August 2009
Job Director Legal & Compliance at BlackRock
Industry Law Practice
Experience
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

Joe Garcia Joe Garcia Houston, Texas Area Details
Joe Garcia's Merrill Lynch Experience 2006 - 2009
Job Trader at Mercuria Energy Trading
Industry Oil & Energy
Experience
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

Joyce Meyer Joyce Meyer Louisville, Kentucky Area Details
Joyce Meyer's Merrill Lynch Experience May 1996 - December 2008
Job Senior Vice President Wealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  2008 - Present
Merrill Lynch   May 1996 - December 2008

Education
Bellarmine University   1980 — 1984
BA, Business/History

Isaac Hardy Isaac Hardy Dallas/Fort Worth Area Details
Isaac Hardy's Merrill Lynch Experience 1983 - 1986
Job Landman at Wexco Resources
Industry Insurance
Experience
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

Michelle Hofer Michelle Hofer Dallas/Fort Worth Area Details
Michelle Hofer's Merrill Lynch Experience June 2008 - March 2009
Job Dave Perry Miller & Associates
Industry Marketing and Advertising
Experience
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

Clint Parker Clint Parker Melbourne, Florida Details
Clint Parker's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Beau Robinson, CFP® Beau Robinson, CFP® Charlotte, North Carolina Details
Beau Robinson, CFP®'s Merrill Lynch Experience September 2008 - November 2011
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

David Collis, CFA David Collis, CFA Miami, Florida Details
David Collis, CFA's Merrill Lynch Experience 2003 - 2003
Job CoPortfolio Manager at P1 Capital
Industry Investment Management
Experience
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

Frankie Andrew Frankie Andrew Fort Worth, Texas Details
Frankie Andrew's Merrill Lynch Experience December 1979 - December 1998
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Luke Slaughter Luke Slaughter Chicago, Illinois Details
Luke Slaughter's Merrill Lynch Experience November 2011 - Present
Job Juris Doctor
Industry Law Practice
Experience
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

Nick Peregoy Nick Peregoy Louisville, Kentucky Area Details
Nick Peregoy's Merrill Lynch Experience September 2008 - September 2010
Job Financial Advisor
Industry Financial Services
Experience
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

Christopher Hoo Christopher Hoo Houston, Texas Area Details
Christopher Hoo's Merrill Lynch Experience June 2008 - August 2008
Job at Energy Broadband
Industry Management Consulting
Experience
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

Fiona Xiao Fu Fiona Xiao Fu Greater Seattle Area Details
Fiona Xiao Fu's Merrill Lynch Experience April 2010 - September 2010
Job Regional Sales Manager at AMPRINT GROUP
Industry Printing
Experience
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

Linda Wolverton Linda Wolverton Jackson, Mississippi Area Details
Linda Wolverton's Merrill Lynch Experience 1980 - 1982
Job Director of Finance at Public Employee's Retirement System of Mississippi
Industry Accounting
Experience
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

Abhishek Sodhi Abhishek Sodhi Greater Seattle Area Details
Abhishek Sodhi's Merrill Lynch Experience 2009 - 2010
Job Financial Analyst Intern at Amazon
Industry Accounting
Experience
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

Crissi Brown Crissi Brown Charlotte, North Carolina Area Details
Crissi Brown's Merrill Lynch Experience October 2010 - Present
Job
Industry Banking
Experience
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

Frankie V. Draa Frankie V. Draa Houston, Texas Area Details
Frankie V. Draa's Merrill Lynch Experience 2012 - 2013
Job MillerGreen Financial
Industry Financial Services
Experience
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

Ebun Adeola Ebun Adeola Dallas/Fort Worth Area Details
Ebun Adeola's Merrill Lynch Experience August 2007 - December 2007
Job Accounting Professional
Industry Accounting
Experience
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

Bonnie Highsmith Bonnie Highsmith San Antonio, Texas Area Details
Bonnie Highsmith's Merrill Lynch Experience December 1982 - September 1985
Job Independent Sales Consultant at Mary Kay Cosmetics
Industry Cosmetics
Experience
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

Chad McCauley Chad McCauley Louisville, Kentucky Area Details
Chad McCauley's Merrill Lynch Experience June 1997 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 1997 - Present

Education
Bellarmine University   1993 — 1997
Economics

Melissa Rittenhouse Melissa Rittenhouse Brentwood, Tennessee Details
Melissa Rittenhouse's Merrill Lynch Experience January 2011 - May 2011
Job Tax Intern at Faught Law
Industry Accounting
Experience
Faught Law   January 2012 - Present
Merrill Lynch   January 2011 - May 2011

Education
Belmont University   2008 — 2012

Belmont University
Bachelor of Business Administration, Accounting

Joseph J. Baxter Joseph J. Baxter Charlotte, North Carolina Details
Joseph J. Baxter's Merrill Lynch Experience 1977 - 1981
Job Alternative Investments Consultant Desk Manager at Global Alternative Investment Services, Inc. at Wells Fargo
Industry Financial Services
Experience
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

Laura Perrucci-Briscese Laura Perrucci-Briscese Trenton, New Jersey Details
Laura Perrucci-Briscese's Merrill Lynch Experience September 1984 - August 1987
Job Head Lifeguard at YWCA Princeton
Industry Nonprofit Organization Management
Experience
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

Melanie Kathan Melanie Kathan Colorado Springs, Colorado Details
Melanie Kathan's Merrill Lynch Experience March 1997 - April 2001
Job Coaching Operations Associate at Center for Creative Leadership
Industry Professional Training & Coaching
Experience
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

Tessa Shakon Tessa Shakon Chicago, Illinois Details
Tessa Shakon's Merrill Lynch Experience June 2011 - August 2011
Job
Industry Higher Education
Experience
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)

Judy Gibbs Judy Gibbs Birmingham, Alabama Area Details
Judy Gibbs's Merrill Lynch Experience 1991 - 1996
Job Mortgage Underwriter at Supreme Lending
Industry Banking
Experience
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

Michelle Ehlers Michelle Ehlers Lincoln, Nebraska Details
Michelle Ehlers's Merrill Lynch Experience April 1998 - September 2008
Job Project coordinator
Industry Construction
Experience
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

Cindy Vanderberry Cindy Vanderberry Ridgeland, Mississippi Details
Cindy Vanderberry's Merrill Lynch Experience May 1989 - March 2003
Job Senior Business Analyst at UnitedHealth Group
Industry Management Consulting
Experience
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

Jennifer Carlozzi Jennifer Carlozzi Dallas/Fort Worth Area Details
Jennifer Carlozzi's Merrill Lynch Experience July 2003 - 2005
Job CPA and Financial Analyst at Chief Oil & Gas and ReesJones Investments
Industry Investment Management
Experience
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

Shantelle Knapstad Shantelle Knapstad Seattle, Washington Details
Shantelle Knapstad's Merrill Lynch Experience January 2006 - March 2006
Job at
Industry Financial Services
Experience
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

Jorie Doll Jorie Doll Phoenix, Arizona Area Details
Jorie Doll's Merrill Lynch Experience January 2010 - August 2013
Job Financial Analyst
Industry Accounting
Experience
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

Kristi Culpepper Kristi Culpepper Frankfort, Kentucky Details
Kristi Culpepper's Merrill Lynch Experience 2003 - 2005
Job Executive Director at Kentucky School Facilities Construction Commission
Industry Government Administration
Experience
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

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