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
Atta Shay Atta Shay Houston, Texas Details
Atta Shay's Merrill Lynch Experience August 2012 - August 2013
Job Real Estate
Industry Construction
Experience
Merrill Lynch   August 2012 - August 2013
Pollakov Financial Group., Inc. A general agency of Massachusetts Life Insurance Company   May 2011 - August 2012
Dr. Comp SD   July 2008 - January 2011

Skills
Retirement Planning, Investments, Retirement, Estate Planning, Fixed Annuities, Strategic Financial..., Insurance, Disability Insurance, Life Insurance, Financial Planners, Wealth Management, 401k, Securities, Long-term Care, Business Planning

Education
San Diego State University-California State University   2008 — 2011
Business Administration - Emphasis in Entrepreneurship, Business

Ryan Hurd Ryan Hurd Greater Los Angeles Area Details
Ryan Hurd's Merrill Lynch Experience January 1999 - August 2002
Job Senior Vice President, Regional Manager
Industry Financial Services
Experience
Wells Fargo Advisors  April 2011 - Present
US Trust  August 2002 - March 2011
Merrill Lynch   January 1999 - August 2002

Skills
Team Leadership, Sales Management, Organizational..., Investment Management, Financial Planning, Alternative Investments, Trust Services, Public Speaking, Wealth Management, Strategic Financial..., Estate Planning, Financial Advisory

Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA

San Diego State University-California State University
BA, Economics

Aaron Pottichen, CRPC, CRPS Aaron Pottichen, CRPC, CRPS Austin, Texas Area Details
Aaron Pottichen, CRPC, CRPS's Merrill Lynch Experience July 2008 - August 2012
Job Retirement Plan Consultant at CLS Partners Retirement Services
Industry Financial Services
Experience
CLS Partners Retirement Services   August 2012 - Present
Merrill Lynch   July 2008 - August 2012
Morgan Stanley  May 2007 - June 2008
California State Assembly  February 2005 - December 2006
Wells Fargo Private Client Services  May 2004 - January 2005

Education
San Diego State University-California State University   1999 — 2002
Bachelor's of Science

Jaren Smith Jaren Smith Houston, Texas Area Details
Jaren Smith's Merrill Lynch Experience July 2014 - Present
Job Administrative Assistant II at Merrill Lynch
Industry Banking
Experience
Merrill Lynch   July 2014 - Present
Woodforest National Bank  January 2011 - July 2014
Woodforest National Bank  April 2009 - January 2011
Committee Againt Montgomery County Landfill (CAML)   June 2004 - April 2009

Skills
Organizing, Multitasker, Reliability, Banking, Dependable Team Player, Eagerness to Learn, Always Punctual, Communication Skills

Education
Sam Houston State University   2011 — 2014
Bachelors, Accounting

Sam Houston State University   2005 — 2009
Bachelors, Business

Marque Harmon Marque Harmon Houston, Texas Area Details
Marque Harmon's Merrill Lynch Experience August 2011 - October 2011
Job Travel Consultant at Universal Weather and Aviation
Industry Leisure, Travel & Tourism
Experience
Universal Weather and Aviation  February 2012 - Present
Sam Houston State University  March 2009 - January 2012
Merrill Lynch   August 2011 - October 2011

Skills
Sales Management, Office Administration, Sabre, Micros, Oracle, Microsoft Office, Leisure Travel, Travel Planning, Travel Management, Transportation, Corporate Travel, Hotel Booking, Hotel Administration, Commissioning, Airlines, Cruises, Ground Transportation, Airports

Education
Sam Houston State University   2007 — 2011
Bachelors of Business Administrations, General Business

Jennifer Nigh Jennifer Nigh Salt Lake City, Utah Details
Jennifer Nigh's Merrill Lynch Experience December 2012 - Present
Job Client associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2012 - Present
Merrill Lynch   April 2011 - December 2012
Steiner Education   October 2008 - April 2011

Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Administrative..., Microsoft Office, Customer Service, Spreadsheets, Banking, Data Entry, Office Management, Time Management, Research, Finance, Event Planning, Teamwork

Education
Salt Lake Community College

Kevin Bobrow Kevin Bobrow San Francisco, California Details
Kevin Bobrow's Merrill Lynch Experience August 2012 - December 2012
Job Executive Assistant at Venture Sotheby's International Realty
Industry Real Estate
Experience
Venture Sotheby's International Realty  June 2015 - Present
Gallery Properties  September 2014 - May 2015
Bertrand at Mister A's  May 2014 - August 2014
The Butter Group  October 2013 - May 2014
Dizzy's   July 2013 - November 2013
Merrill Lynch   August 2012 - December 2012
Puma  November 2011 - January 2012
Tommy Bahama  August 2010 - June 2011
Williams-Sonoma, Inc.   November 2009 - February 2010
YMCA  August 2008 - February 2009

Skills
Microsoft Excel, Investments, Stock Market Analysis, Customer Service, Financial Statements, Microsoft Word, Statistics, Regression Analysis, Morningstar, Quantitative Research, Production Planning, Retail, Real Estate, Microsoft Office, Social Media, PowerPoint, Social Networking, Public Speaking, Entrepreneurship, Facebook

Education
University of San Diego   2010 — 2012
Bachelor of Business Administration (BBA), Finance

University of California, San Diego   2014 — 2016
Certificate in Mobile Device Programming, Computer Science

San Diego Mesa College   2008 — 2010

Kelly Levine Kelly Levine Greater San Diego Area Details
Kelly Levine's Merrill Lynch Experience October 2003 - May 2004
Job Experienced Real Estate Agent, Realtor | The Innovation You Want, The Experience You Need
Industry Real Estate
Experience
RE/MAX  January 2012 - Present
Graham and Kelly Fine Homes   March 2010 - Present
Wells Fargo Home Mortgage  July 2009 - March 2010
Wachovia, a Wells Fargo Company  May 2007 - July 2009
Washington Mutual  January 2005 - May 2007
ManageComm   May 2004 - October 2004
Merrill Lynch   October 2003 - May 2004

Skills
REALTOR, Real Estate, Sales, Single Family Homes, Investment Properties, International Real..., Mortgage Lending, Investments, Portfolio Management, Banking, Loans, FHA, VA, Wealth Management, Mortgage Banking, Cross Selling, Loan Origination, Credit Analysis, Financial Analysis, National Association of..., Short Sales, Open Houses, Residential Homes, First Time Home Buyers, Strategic Negotiations, Negotiation, Foreign Investment, Selling, Buying, Riverside, Buyers

Education
San Diego State University-California State University   1999 — 2004
Bachelor of Science, Major: Business Administration/Marketing. Minor: Spanish

Kelly Marks Kelly Marks Orange County, California Area Details
Kelly Marks's Merrill Lynch Experience March 2012 - Present
Job Sales Management | Performance Coaching | Recruiting Training | Wealth Mgt | Credit & Banking | Risk Mgt
Industry Financial Services
Experience
Merrill Lynch   March 2012 - Present
Merrill Lynch Wealth Management  February 2009 - March 2012
Bank of America Premier Banking & Investments  June 2006 - February 2009
Bank of America Premier Banking & Investments  June 2004 - June 2006
Bank of America Premier Banking & Investments  April 2002 - January 2004

Skills
Wealth Management, Securities, Banking, Portfolio Management, Wealth Management..., Financial Services, Mutual Funds, Investments, Private Banking, Series 7, Credit, Series 63, Leadership, Relationship Management, Management, Equities, Loans, Finance, Mortgage Lending, Financial Planning, Credit Analysis, Cash Management, Commercial Lending, Risk Management, Project Management, Strategic Planning, Commercial Banking, Financial Analysis

Education
San Diego State University-California State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

University of Washington
Pacific Coast Banking School, Graduate Degree

Allan Nagac Allan Nagac Rancho Cucamonga, California Details
Allan Nagac's Merrill Lynch Experience May 1990 - October 1999
Job Experienced Women's Health Sales Executive, Molecular DiagnosticsSurgical SalesNonInvasive Prenatal TestingBRCA
Industry Medical Devices
Experience
Sequenom  August 2009 - Present
Boston Scientific  March 2002 - August 2009
Merrill Lynch   May 1990 - October 1999

Skills
Medical Devices, Biotechnology, Lifesciences, Product Launch, Cardiology, Cross-functional Team..., Product Development, FDA, Pharmaceutical Sales, Capital Equipment, Pharmaceutical Industry, R&D, Urology, Validation, Oncology

Education
Washington State University
Business Administration and Management, General

San Diego State University-California State University
Bachelor's Degree, Business Administration and Management, General

Katie Zhao, CPA Katie Zhao, CPA Greater San Diego Area Details
Katie Zhao, CPA's Merrill Lynch Experience January 2004 - May 2004
Job Director, Financial Reporting at Encore Capital Group
Industry Accounting
Experience
Encore Capital Group  March 2014 - Present
Encore Capital Group  September 2012 - March 2014
Encore Capital Group  September 2009 - September 2012
Encore Capital Group  April 2007 - August 2009
PricewaterhouseCoopers  December 2004 - April 2007
Merrill Lynch   January 2004 - May 2004

Skills
Due Diligence, Stock Compensation, Leases, SEC filings, Internal Controls, CPA, Financial Reporting, GAAP, Auditing, Accounting, Financial Accounting, Revenue Recognition, External Audit, Mergers & Acquisitions, Derivatives, Variable Interest...

Education
San Diego State University-California State University   2003 — 2004
MS, Accountancy

University of Electronic Science and Technology   1995 — 1999
BS, Computer Science

Cameron Izadi Cameron Izadi Greater Los Angeles Area Details
Cameron Izadi's Merrill Lynch Experience January 2011 - May 2011
Job Associate Underwriter at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance  September 2015 - Present
Wells Fargo Capital Finance  July 2014 - August 2015
Wells Fargo Capital Finance  March 2014 - July 2014
Wells Fargo Capital Finance  January 2012 - March 2014
Bainbridge Capital  May 2011 - December 2011
Merrill Lynch   January 2011 - May 2011
Permanent Value Inc.  May 2010 - January 2011
Financial Designs, Ltd.   July 2009 - January 2010

Skills
Financial Modeling, Equity Research, Credit Analysis, Financial Risk, Underwriting, Asset Based Lending, Mergers & Acquisitions

Education
San Diego State University-California State University   2008 — 2011
BS, Business Administration - Financial Services, Magna Cum Laude

Jordan Tata Jordan Tata Austin, Texas Area Details
Jordan Tata's Merrill Lynch Experience August 2012 - Present
Job President and Director of Training at Nine Full Innings
Industry Sports
Experience
Nine Full Innings   October 2014 - Present
Merrill Lynch   August 2012 - Present
Positive Baseball Development   January 2012 - October 2014
Charles Schwab  April 2011 - February 2012
Detroit Tigers  June 2003 - April 2009

Skills
Baseball, Sports, Sports Management, Public Speaking, Fundraising, Athletics, Coaching, Sports Marketing, Microsoft Excel, Social Media, Customer Service, PowerPoint, Sales, Finance, Microsoft Office, Microsoft Word, Budgets, Investments, Marketing, Leadership, Social Networking

Education
The University of Texas at Dallas - School of Management   2009 — 2010
Bachelor of Science, Finance

Sam Houston State University   2001 — 2003
None, Mathematics

Bartlesville Wesleyan College   1999 — 2001
None, General Studies

Lake Highlands High School   1996 — 1999

Bruce Weigel, CRPC®, AAMS® Bruce Weigel, CRPC®, AAMS® Downers Grove, Illinois Details
Bruce Weigel, CRPC®, AAMS®'s Merrill Lynch Experience November 2007 - April 2010
Job Financial Services Representative, Princor Registered Representative, Financial Advisor at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group  July 2013 - Present
MetLife  May 2010 - June 2013
Merrill Lynch   November 2007 - April 2010
A.G. Edwards & Sons, Inc.   August 2005 - October 2007
Digital Equipment Corp.  1986 - 1993

Skills
401 (k), 403 (b), SEP..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA's (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax Deferred Savings, Term Life Insurance, Universal Life Insurance, Whole Life Insurance, Wealth Accumulation, Wellness Programs

Education
San Diego State University-California State University   1975 — 1977
Bachelor of Science (B.S.), Business Administration - Concentration Accounting

Stephen T. Jerome, CFP® Stephen T. Jerome, CFP® Bradenton, Florida Details
Stephen T. Jerome, CFP®'s Merrill Lynch Experience March 2004 - Present
Job First Vice President / Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2004 - Present
Vector Marketing Corporation  May 1997 - November 2003

Skills
Estate Planning, Financial Planners, Investments, Sales Management, Strategic Financial..., Wealth, Wealth Management, Retirement Planning, Certified Financial..., Pensions, Financial Planning, High Net Worth..., Strategic Planning

Education
College for Financial Planning   2006 — 2007
Certified Financial Planner, Certified Financial Planner

Samford University   1993 — 1997
Bachelor of Science, Business Administration

Bilal Awada Bilal Awada San Diego, California Details
Bilal Awada's Merrill Lynch Experience July 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2014 - Present
FedEx  December 2013 - January 2014
FedEx  June 2013 - August 2013
California Panther Security   October 2011 - August 2012

Skills
Investments, Customer Service, Banking, Financial Analysis, Portfolio Management, Microsoft Office, Finance, Wealth Management, Financial Services, Leadership, Microsoft Word

Education
San Diego State University-California State University   2011 — 2016
Bachelor of Science (B.S.), Finance, General

Christopher Belman Christopher Belman Birmingham, Alabama Details
Christopher Belman's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2015 - Present
Pi Kappa Phi Fraternity  January 2014 - Present
Merrill Lynch   March 2015 - June 2015
Samford University  November 2014 - May 2015
Samford University  January 2015 - February 2015
Move LLC.  July 2014 - December 2014
Young Life  May 2013 - December 2014
Talladega Superspeedway  October 2014 - October 2014
J.Crew  October 2013 - July 2014
Gap Inc./Banana Republic   July 2013 - October 2013

Skills
Microsoft Office, Finance, Wealth Management, Economics, Business Economics, Financial Economics, Customer Service, Sales, Social Media, Sponsorship Activation

Education
Samford University   2012 — 2016
Bachelor's Degree, Economics, Finance, Junior

Amy Irvine Amy Irvine Murrieta, California Details
Amy Irvine's Merrill Lynch Experience September 2008 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors  December 2014 - Present
Merrill Lynch   September 2008 - Present
Riverside County Sheriff's Department  October 2006 - September 2008
Edward Jones  August 2005 - November 2006
Atlas Securities  April 2005 - August 2005
UBS  November 2000 - April 2005
Morgan Stanley  September 1998 - November 2000

Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options

Education
University of Utah   1998 — 2000

Salt Lake Community College   1997 — 1999

Mark Knodel, CFP® CRPC Mark Knodel, CFP® CRPC Houston, Texas Area Details
Mark Knodel, CFP® CRPC's Merrill Lynch Experience December 2004 - November 2008
Job Financial Advisor at The Noble Group
Industry Financial Services
Experience
The Noble Group. An Independent Firm   November 2008 - Present
Merrill Lynch   December 2004 - November 2008
UBS Wealth Management  May 1994 - December 2004
Lehman Brothers  July 1986 - May 1994
Dean Witter  1985 - 1986

Skills
Series 7, Investment Advisory, Retirement, Wealth Management, Strategic Financial...

Education
Sam Houston State University   1981 — 1984
BA, Business

Nathan Engel Nathan Engel Greater San Diego Area Details
Nathan Engel's Merrill Lynch Experience June 2011 - August 2011
Job SMBA Candidate at San Diego State University
Industry Sports
Experience
San Diego State University  December 2014 - Present
Gallaudet University  August 2012 - December 2014
Gallaudet University  July 2014 - August 2014
USA Deaf Sports Federation   May 2013 - August 2013
NASA  June 2012 - August 2012
Merrill Lynch   June 2011 - August 2011
Camp Mark Seven   July 2009 - August 2010

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Interpersonal Skill, Work Ethic, Community Outreach, Higher Education, Research, American Sign Language, Teamwork, Critical Thinking, Facebook, Social Media, Public Speaking, Event Planning, Teaching, Editing, Customer Service, Writing

Education
San Diego State University-California State University   2014 — 2016
Master of Business Administration (M.B.A.), Sport and Fitness Administration/Management

Gallaudet University   2008 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General

Deduo Liu Deduo Liu Rochester, New York Area Details
Deduo Liu's Merrill Lynch Experience January 2009 - May 2009
Job Product Manager at 国金证券Sinolink Investment Services Co.
Industry Banking
Experience
国金证券-Sinolink Investment Services Co.   February 2015 - Present
State Grid Yingda Group Yingda International Trust   August 2014 - January 2015
Hillcrest Business Association  September 2012 - December 2012
China US Business Summit   April 2011 - May 2011
SDSU Chinese Students and Scholars Association   January 2010 - January 2011
KPMG  August 2010 - December 2010
repays.net   September 2010 - November 2010
San Diego State University  September 2009 - June 2010
Merrill Lynch   January 2009 - May 2009

Skills
Finance, Program Management, Portfolio Management, Analysis, Equities, Equity Research, Trust Management, Trust Services, Private Equity

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2013 — 2014
Master of Science (M.S.), Finance, General

San Diego State University-California State University   2007 — 2012

christian unified high

christian unified high

haihe high

haihe high

Elanie Marcontell Elanie Marcontell Spring, Texas Details
Elanie Marcontell's Merrill Lynch Experience June 2012 - August 2012
Job HR/Administrator at CORE Communications, Inc
Industry Marketing and Advertising
Experience
CORE Communications, Inc  August 2013 - September 2014
Sam Houston State University  September 2012 - August 2013
Merrill Lynch   June 2012 - August 2012
Fatboys Bar and Grill   August 2011 - May 2012
Sam Houston State University  August 2010 - May 2011

Skills
Fluent in all Microsoft..., Talking to individuals..., Learning Quickly, Technology, Time Management, Interpersonal..., Oral & Written..., Team-oriented, Strategy, Information Technology, Marketing Research, Advertising, Communication, Event Planning, Facebook, Leadership, Marketing, Marketing Communications, Microsoft Office, PowerPoint, Public Speaking, SPSS, Sales, Social Media, Teamwork, Telephone Skills

Education
Sam Houston State University   2010 — 2013
Bachelor of Business Administration (BBA), Marketing

Corey Green Corey Green Birmingham, Alabama Area Details
Corey Green's Merrill Lynch Experience June 2008 - January 2009
Job at
Industry Banking
Experience
BB&T  January 2015 - Present
Cadence Bank, N.A.   November 2012 - January 2015
Regions Financial Corporation  September 2009 - November 2012
Merrill Lynch   June 2008 - January 2009
ProEquities, Inc.   January 2006 - May 2008
SouthTrust Securities   June 2002 - January 2005

Skills
Small Business Lending, Loans, Banking, Retail Banking, Credit Analysis, Relationship Management, Investments, Cash Management, Portfolio Management, Sales, Insurance, Team Building, Strategic Planning, Strategic Financial..., Real Estate, Lines Of Credit, Term Life Insurance, Branch Management, Deposits, Branch Banking, Commercial Banking, Consumer Lending, Credit, Mortgage Lending

Education
Samford University   1997 — 2002
Bachelor of Arts (BA)

Samford University   1997 — 2002
Bachelor of Arts (BA), Sociology

Alex Power Alex Power San Francisco Bay Area Details
Alex Power's Merrill Lynch Experience June 2010 - September 2010
Job Account Manager at Aerotek
Industry Biotechnology
Experience
Aerotek  August 2012 - Present
Aerotek  July 2011 - August 2012
Merrill Lynch   June 2010 - September 2010

Skills
Recruiting, Interviews, Hiring, Marketing, Applicant Tracking..., Human Resources, Customer Service, Technical Recruiting, Temporary Placement, Team Building, Coaching, Talent Management, Salesforce.com, Leadership, Management, Time Management, Temporary Staffing, Team Leadership, Microsoft Excel, Sales, Staffing Services

Education
San Diego State University-California State University   2007 — 2011
Bachelor of Science (B.S.), Finance

Bellarmine College Preparatory

Katie K. Caster Katie K. Caster San Diego, California Details
Katie K. Caster's Merrill Lynch Experience February 2010 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   February 2010 - Present
Chicago Title  May 2009 - September 2010
Home Acceptance Corporation   November 2007 - May 2009

Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Mutual Funds, Equities, Uniform Combined State..., Investments, Asset Allocation, Fixed Income, Securities, Portfolio Management

Education
San Diego State University-California State University   2009 — 2011
Bachelor of Science (B.S.), Business Administration - Finance

San Diego Mesa College   2007 — 2009
Associate of Arts and Sciences (A.A.S.), Business Studies

Kendra Nunez Kendra Nunez United States Details
Kendra Nunez's Merrill Lynch Experience March 2011 - September 2011
Job Scheduling Manager
Industry Environmental Services
Experience
Merrill Lynch   March 2011 - September 2011

Education
Sam Houston State University   2007 — 2011
Bachelor of Science, Criminal Justice

Yaniv Guelman Yaniv Guelman San Diego, California Details
Yaniv Guelman's Merrill Lynch Experience September 2010 - December 2010
Job Senior Consultant at KPMG
Industry Management Consulting
Experience
KPMG  August 2015 - Present
KPMG  February 2014 - Present
Global Mountain Solutions   April 2013 - January 2014
12th Gate Inc.  December 2011 - March 2013
Merrill Lynch   September 2010 - December 2010
Costco Wholesale  November 2007 - January 2009

Skills
Spanish, Financial Modeling, Marketing Strategy, Marketing, Digital Marketing, Valuation, Project Management, Social Media Marketing, Online Advertising, International Business, Social Media, Strategy, Global Business..., Business Development, Competitive Analysis, Business Strategy, Direct Sales, Recruiting, International Sales, Sales Management, CRM, Salesforce.com, B2B, Account Management, Operations Management, Management, Training, Market Research, Sales, Entrepreneurship, Customer Service, Selling, Lead Generation, Start-ups, Market Analysis, Finance, Online Marketing, New Business Development

Education
Universidad del CEMA   2011 — 2011
Exchange Program, International Business

San Diego State University-California State University   2007 — 2011
Bachelor of Arts (BA), International Business

Scripps Ranch High School   2005 — 2007

Martha Beatriz Ortega Martha Beatriz Ortega San Antonio, Texas Details
Martha Beatriz Ortega's Merrill Lynch Experience September 2014 - Present
Job Client Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch   September 2014 - Present
Bank of America  June 2013 - September 2014
Bank of America  July 2007 - June 2013

Skills
Commercial Banking, Retail Banking, Banking, Financial Risk..., Cash Management, Microsoft Word, Microsoft PowerPoint, Customer Service, PowerPoint, Financial Reporting, Access, Leadership, Teamwork, Sales, Accounting, Time Management, Analysis, Microsoft Office, Social Networking, Public Speaking

Education
Texas Tech University   2012 — 2013
Bachelor of Business Administration (B.B.A.), Business/Commerce, General

San Antonio College   2008 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Claire Swinbank Claire Swinbank Greater Seattle Area Details
Claire Swinbank's Merrill Lynch Experience 2002 - 2002
Job JLL GM Markets
Industry Commercial Real Estate
Experience
JLL  May 2015 - Present
Procter & Gamble  2014 - Present
GuluGo   2008 - Present
Procter & Gamble  March 2013 - June 2014
Procter & Gamble  2012 - March 2013
Procter & Gamble  2011 - 2012
Ironwood Real Estate   2007 - 2011
Ironwood Real Estate   2004 - 2007
The Weitzman Group  2003 - 2004
Merrill Lynch   2002 - 2002

Skills
Contract Negotiation, Strategic Sourcing, Supplier Management, Customer Relations, Packaging, Commercial Agreements, Supplier Analysis, Industry Analysis, Logistics, Competitive Analysis, Customer Service, Supply Management, Strategy, Supply Chain, Consumer Products, Financial Analysis, Media Planning, Media, Brand Management, Business Planning, Business Strategy, Continuous Improvement, CRM, Cross-functional Team..., Customer Insight, FMCG, Forecasting, Global Sourcing, Key Account Management, Leadership, Management, Manufacturing, Market Research, Marketing, Marketing Strategy, P, Pricing, Process Improvement, Procurement, Product Development, Product Management, Product Marketing, Project Planning, Purchasing, Sourcing, Supply Chain Management, Supply Chain..., Trade Marketing

Education
St. Edward's University   2004 — 2006
MBA, Global Business

San Diego State University-California State University   1998 — 2002
BA, International Business

Edgar W. Evins, Jr., CFP, CRPC Edgar W. Evins, Jr., CFP, CRPC Greater Nashville Area Details
Edgar W. Evins, Jr., CFP, CRPC's Merrill Lynch Experience September 1986 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 1986 - Present
AT&T  September 1981 - August 1986
Opryland USA  1978 - 1981

Skills
Series 7, Retirement Planning, IRAs, Wealth Management, Series 63, Investments, Estate Planning, Fixed Annuities, 401k Rollovers, Mutual Funds, Uniform Combined State..., Saving for Education, Securities, Wealth Accumulation, CRPC, Asset Allocation, Investment Advisory, Financial Advisory

Education
Samford University   1977 — 1981
BME, Music

Friendship Christian School   1973 — 1977

Jennifer Butler Jennifer Butler Greater San Diego Area Details
Jennifer Butler's Merrill Lynch Experience June 2003 - June 2004
Job Social Media Marketing | Branding Strategist | Email Marketing | Marketing Education | Fitness Expert | Health Coach
Industry Marketing and Advertising
Experience
Get Fit San Diego   January 2011 - Present
Prestige Insight   March 2007 - Present
Bluehornet Networks   March 2006 - October 2006
Merrill Lynch   June 2003 - June 2004

Skills
Email Marketing, Social Media Marketing, Online Advertising, SEO, Social Media, Market Planning, Web Design, Brand Management, Mobile Marketing, Lead Generation, Digital Marketing, Small Business, New Media, Marketing, Digital Media, Public Relations, Advertising, Social Marketing, Marketing Strategy, Online Marketing, Web Marketing, Start-ups, Strategy, Blogging, Social Networking, Facebook, Entrepreneurship, Sales, Direct Marketing, Brand Development

Education
San Diego State University-California State University   2002 — 2004
BA, Business Marketing

Nathan Collums Nathan Collums Birmingham, Alabama Area Details
Nathan Collums's Merrill Lynch Experience June 2000 - November 2008
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS  November 2008 - Present
Merrill Lynch   June 2000 - November 2008

Education
Samford University   1996 — 2000
Bachelor of Science (BS), Accounting and Finance

Lauren Neil Lauren Neil Austin, Texas Area Details
Lauren Neil's Merrill Lynch Experience September 2000 - March 2001
Job Personal Banker/ Solar Industry Enthusiast
Industry Banking
Experience
Bank of America  October 2013 - Present
USA Wire & Cable Inc.   March 2011 - June 2013
Exit One Realty  November 2008 - March 2010
Merrill Lynch   September 2000 - March 2001

Skills
Spanish-speaking, Computer Proficiency, Contract Negotiation, Sales, Customer Retention, Project Coordination, People Skills, Creative Writing, Marketing, Business Travel, Organization, Logistics Management, Solar PV, Cleantech, Customer Service, Procurement, Solar Energy, Account Management, Alternative Energy, Green Technology, Sustainable Energy

Education
Universidad Antonio de Nebrija   2004 — 2004

San Diego State University-California State University   1999 — 2004
Bachelors of Arts and Sciences, International Marketing and Western Europe

Scott DeCordova Scott DeCordova Greater Los Angeles Area Details
Scott DeCordova's Merrill Lynch Experience February 2012 - September 2012
Job Originations at Colony American Finance / Colony Capital
Industry Capital Markets
Experience
Colony American Finance / Colony Capital   October 2015 - Present
PwC  August 2014 - Present
Software Equity Group  February 2013 - August 2014
Cushman & Wakefield  September 2012 - February 2013
Merrill Lynch   February 2012 - September 2012
Joseph J. Blake and Associates, Inc.   August 2010 - May 2011

Skills
Advanced ability with..., Valuation, Forecasting, Financial Analysis, Financial Modeling, Commercial Real Estate, Appraisals, Bloomberg, Asset Management, Equities, Due Diligence, Investment Banking, Fixed Income, DCF, Mergers, Capital Markets, Market Analysis, Corporate Finance, Investment Management, Analysis, Strategy, Private Equity, Mergers & Acquisitions

Education
San Diego State University-California State University   2012 — 2014
Bachelor's Degree, Major in Finance

Brad Benter Brad Benter Greater San Diego Area Details
Brad Benter's Merrill Lynch Experience September 1992 - October 2000
Job First Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc  April 2011 - Present
St. Paul's senoir homes and services   2012 - 2014
Doris Howell Foundation   2009 - 2014
Business Executives Counsel   2010 - 2012
Morgan Stanley Smith Barney  October 2000 - April 2011
San Diego breakfast rotary   2000 - 2005
La Jolla Institute for Molecular medicine  2000 - 2005
Merrill Lynch   September 1992 - October 2000
Showest   1990 - 2000
The Black Orchid   1987 - 1989

Education
San Diego State University-California State University   1980 — 1984

Emerald Junior High and Furete Elementary

Brian Gemmell Brian Gemmell Greater San Diego Area Details
Brian Gemmell's Merrill Lynch Experience June 2010 - Present
Job Vice President, Wealth Management Banker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2010 - Present
Union Bank  June 2009 - June 2010
Bank of America  December 2006 - April 2009
Bank of America  March 2003 - December 2006

Skills
Banking, CRM, Credit, Financial Services, FINRA, Investments, Leadership, Loans, Management, Mortgage Lending, Series 63, Wealth Management, Wealth Management...

Education
University of Phoenix   2009 — 2011
BS Finance, Finance

San Diego State University-California State University   2001 — 2002
Finance

Dion R. Padilla Dion R. Padilla San Antonio, Texas Area Details
Dion R. Padilla's Merrill Lynch Experience June 2001 - February 2002
Job President & CEO, Padilla & Associates WMG
Industry Financial Services
Experience
Padilla & Associates WMG   February 2006 - Present
Merrill Lynch   June 2001 - February 2002
SUBTRAFAC San Diego, U.S. Navy   January 1998 - September 2000
Submarine Duty, U.S. Navy   September 1991 - December 1997

Education
San Diego Mesa College
Business Finance

Alden Ray Alden Ray Providence, Rhode Island Details
Alden Ray's Merrill Lynch Experience January 2015 - Present
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2015 - Present
John Hancock Financial Network  August 2014 - December 2014
Liberty International  May 2013 - September 2013

Education
Salve Regina University   2010 — 2014
Bachelor of Science (B.S.), Financial Management and Business Administration

Fitch Senior High School

Lindsey Barger Lindsey Barger Greater New York City Area Details
Lindsey Barger's Merrill Lynch Experience August 2008 - May 2012
Job Registered Associate Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2012 - Present
Merrill Lynch   August 2008 - May 2012
Enterprise Rent-A-Car  September 2006 - August 2008

Skills
Series 7, Series 63, Mutual Funds, Series 65, Event Planning, Microsoft Excel, Finance, Wealth Management, Investments, Trading

Education
Salve Regina University   2002 — 2006
Finanical Management

Ryan Swindell Ryan Swindell Madison, Mississippi Details
Ryan Swindell's Merrill Lynch Experience January 2005 - August 2006
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC  February 2008 - Present
Merrill Lynch   January 2005 - August 2006

Skills
Holistic Financial..., Personal Financial..., Investment Strategies, Separately Managed..., Mutual Funds, Life Insurance, Retirement Planning, Qualified Retirement..., Asset Allocation, Portfolio Management, Estate Planning, Managed Money

Education
Samford University   1998 — 2002
Bachelor's of Science, Business Administration, Management and Operations

Clare Michaels Clare Michaels Birmingham, Alabama Area Details
Clare Michaels's Merrill Lynch Experience July 1981 - March 2010
Job Registered Support Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  March 2010 - Present
Merrill Lynch   July 1981 - March 2010

Skills
English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
Samford University   1977 — 1981
Bachelor's degree, History/Business

Westminster Christian School

Lucas Ortiz Lucas Ortiz Houston, Texas Area Details
Lucas Ortiz's Merrill Lynch Experience January 2011 - March 2011
Job Commercial Analyst at Ridgewood Energy
Industry Oil & Energy
Experience
Ridgewood Energy  March 2013 - Present
Lockwood International  May 2012 - January 2013
SHSU Small Business Development Center   January 2011 - May 2011
Merrill Lynch   January 2011 - March 2011

Skills
Economics, Valuations, Strategic Planning, Microsoft Excel, Investments, Financial Analysis, Contract Management, Financial Modeling, Forecasting, Budgets

Education
Sam Houston State University
MBA

Sam Houston State University
BBA, Economics

Daniel J. Lykken Daniel J. Lykken Greater Los Angeles Area Details
Daniel J. Lykken's Merrill Lynch Experience 1991 - 2000
Job at US Bank
Industry Banking
Experience
US Bank  February 2009 - Present
Bank of America  2007 - August 2008
UBS Wealth Management  June 2003 - October 2007
The Logix Companies   December 2000 - June 2003
Merrill Lynch   1991 - 2000
Union Bank of California  October 1987 - June 1991

Skills
Banking, Portfolio Management, Credit, Loans, Mergers & Acquisitions, Commercial Banking, Finance, Corporate Finance, Mortgage Lending, Financial Services, Due Diligence, Cash Management, Team Leadership, Treasury Management, Commercial Lending, Business Planning, Investments, Relationship Management, Wealth Management, Commercial Mortgages, Financial Structuring, Private Banking

Education
University of Denver - Daniels College of Business   1995 — 1997
MSF, Finance

San Diego State University-California State University   1982 — 1987
Business, Finance

Eric Lieberman, PhD Eric Lieberman, PhD Greater New York City Area Details
Eric Lieberman, PhD's Merrill Lynch Experience May 1999 - November 2004
Job Director, HR Metrics & Analytics at Alexion Pharmaceuticals
Industry Human Resources
Experience
Alexion Pharmaceuticals, Inc.   September 2015 - Present
Alexion Pharmaceuticals  November 2011 - Present
Watson Pharmaceuticals  July 2010 - September 2011
Merck  April 2010 - July 2010
Schering-Plough Pharmaceuticals  December 2004 - April 2010
Merrill Lynch   May 1999 - November 2004
Baruch College  September 1994 - May 1999
New York City Board of Education  February 1998 - May 1998
Assessment Solutions, Inc   December 1996 - March 1997
Self-employed  1996 - 1996

Skills
Organizational..., Employee Engagement, HRIS, Human Resources, Personnel Management, Mergers, HR Metrics, Deferred Compensation, HR Policies, Recruiting, Mergers & Acquisitions, Organizational Design, Onboarding, Change Management, Talent Management, Succession Planning, Performance Management

Education
City University of New York Graduate Center   1994 — 2006
Ph.D., Industrial / Organizational Psychology

San Diego State University-California State University   1990 — 1994
M.S., Industrial/Organizational Psychology

University of California, San Diego   1982 — 1987
B.A., Psychology / Biology

Paul Zawilenski Paul Zawilenski Greater San Diego Area Details
Paul Zawilenski's Merrill Lynch Experience June 2011 - April 2013
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank, N.A.   April 2013 - Present
Merrill Lynch   June 2011 - April 2013
Chase Investment Services Corp  September 2010 - May 2011
First Financial Equity Corporation / Integrity Investment Management   March 2009 - October 2010
Banc of America Investments  June 2004 - February 2009
Merrill Lynch   March 1997 - June 2004

Education
San Diego State University-California State University   1981 — 1985
B.S., Financial Services

Ladan Monshizadeh Ladan Monshizadeh Greater San Diego Area Details
Ladan Monshizadeh's Merrill Lynch Experience 2008 - 2010
Job Marketing Manager
Industry Hospitality
Experience
Campher Tree LLc   March 2013 - Present
Merrill Lynch   2008 - 2010
Goodrich Aerospace (Now United Technologies)   1996 - 2000
Goodrich Aerospace (Now United Technologies)   1994 - 1996
Goodrich Aerospace (Now United Technologies)   1991 - 1994

Skills
Entrepreneurship, Marketing, Leadership, Marketing Strategy, Strategic Planning, Real Estate, Public Speaking, Management, Social Media Marketing, Start-ups, Business Development, Event Planning, New Business Development, Legal Research, Business Strategy, Fundraising, Product Management, Social Media, Negotiation, Public Relations, Program Management, Project Management, Online Advertising, Budgets, Nonprofits, Customer Service

Education
San Diego State University-California State University   1977 — 1980

Ajay Behuria Ajay Behuria Woonsocket, Rhode Island Details
Ajay Behuria's Merrill Lynch Experience July 2001 - January 2002
Job Executive Advisor Enterprise Architecture Systems at CVS Health
Industry Information Technology and Services
Experience
CVS Health  June 2015 - Present
CVS Health  June 2013 - June 2015
Wal-Mart  May 2009 - June 2013
IBM Global Services  December 2004 - May 2009
Vodafone India  2008 - 2009
Firemans Fund Insurance Company  2006 - 2007
Tata Consultancy Services  August 1998 - November 2004
JPMorganChase  September 2003 - July 2004
TELUS  2002 - 2003
Merrill Lynch   July 2001 - January 2002

Skills
Integration Architecture, WebSphere Message Broker, WebSphere ESB, WebSphere Process Server, WebSphere Lombardi, WebSphere MQ, WebSphere Adapters, WebSphere..., WebSphere Business..., WebSphere Application..., Rational Software..., BPMN, BPEL, SOA, UML, Datastage, ACORD, CMM, Architecture Frameworks, Solution Architecture, XML Schema, EAI, Websphere, Enterprise Architecture, RUP, Requirements Analysis, ESB, Middleware, Business Process, Web Services, Application Architecture, J2EE, Technical Architecture, Architecture, Integration, Cast Iron, Retail, Java Enterprise Edition, Business Process Design, Architectures, TOGAF, Technical Leadership, IT Strategy, Business Process..., Leadership, Invention, WebSphere

Education
Sambalpur University   1994 — 1998
B.E, Electrical Engineering

University College of Engineering   1994 — 1998

Vyomayana Samastha Vidyalaya   1980 — 1993
10+2

Brendan Lynch Brendan Lynch Greater San Diego Area Details
Brendan Lynch's Merrill Lynch Experience November 2010 - May 2011
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
UBS Financial Services, Inc.   August 2011 - June 2015
Merrill Lynch   November 2010 - May 2011

Education
San Diego State University-California State University   2006 — 2011
Financial Services

Bill Good Marketing   2013 — 2013

University of Oxford   2009 — 2009
Managerial Economics, International Politics

Edward Basham Edward Basham Houston, Texas Area Details
Edward Basham's Merrill Lynch Experience 1999 - 2004
Job RAE Digital Marketing Specialist at G/O Digital
Industry Marketing and Advertising
Experience
G/O Digital  January 2015 - Present
Hearst Digital Media  March 2014 - December 2014
Hearst Digital Media  October 2012 - March 2014
ReachLocal  October 2011 - October 2012
LMG  May 2007 - October 2012
Anytime Fitness  October 2009 - March 2011
WM Financial  March 2004 - October 2007
Merrill Lynch   1999 - 2004

Skills
Google Analytics, Google Adwords, Google Docs, Adwords Certified, Google Adwords..., Marketing, Social Media Marketing, Digital Marketing, Marketing Management, Marketing Strategy, Online Advertising, Search Advertising, Advertising Management, Microsoft Office, Mobile Marketing, Mobile Advertising, Life Settlements, Life Settlement..., Structured Settlements, Structured Settlement..., Social Media, Digital Media, New Media, New Media Marketing, New Media Consulting, SEO, Investments, B2B, Facebook, SEM, Life Insurance, Direct Marketing, Portfolio Management, Advertising Sales, Social Networking, Lead Generation, Online Marketing, Email Marketing, PPC, Digital Strategy, Web Marketing, Small Business, Advertising, Media Planning, Salesforce.com, Cold Calling, Sales, Integrated Marketing, Sales Management, Web Analytics

Education
Sam Houston State University   1990 — 1994
BBA, Marketing

Sam Houston State University   1989 — 1993
BBA Marketing Focus, Marketing/Marketing Management, General

Chris Radici Chris Radici La Jolla, California Details
Chris Radici's Merrill Lynch Experience November 1998 - September 2002
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  March 2009 - Present
Citi Smith Barney  September 2002 - March 2009
Merrill Lynch   November 1998 - September 2002

Skills
Comprehensive financial..., Tax minimization..., Philanthropic planning, Long-term Care, Mortgage Lending, Security based lending, Real Estate, Alternative Investments, Options Strategies, Municipal Bonds, Estate Planning, College Education..., Asset Management, Concentrated Stock..., 10b5-1 Plans

Education
San Diego State University-California State University   1990 — 1996
B.S., Business Administration, Finance

Cody Moore Cody Moore Saratoga Springs, New York Details
Cody Moore's Merrill Lynch Experience August 2010 - July 2011
Job Regional Vice President
Industry Financial Services
Experience
Invesco  August 2013 - Present
Invesco Ltd.  July 2011 - August 2013
Merrill Lynch   August 2010 - July 2011

Skills
Financial Analysis, ETFs, Series 7, Series 63, Investment Strategies, Microsoft Office, Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Microsoft Excel, Investment Management, Separately Managed...

Education
Sam Houston State University   2008 — 2010
MBA, Economics

Becky Richerson Becky Richerson Atlanta, Georgia Details
Becky Richerson's Merrill Lynch Experience January 2010 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2010 - Present
Calvin Klein  2008 - January 2010

Skills
Microsoft Excel, Customer Service, PowerPoint, Salesforce.com, Microsoft Word, Social Media

Education
Samford University   2002 — 2006
Bachelor of Science (B.S.), German Studies

James D. Clinton Usher James D. Clinton Usher Kansas City, Missouri Area Details
James D. Clinton Usher's Merrill Lynch Experience March 2012 - September 2012
Job Investment and Compliance Officer
Industry Financial Services
Experience
Merrill Lynch   March 2012 - September 2012
Merrill Lynch   April 2008 - March 2012
American Legion Alabama Boys State   1989 - 2012
Merrill Lynch   2002 - 2008
Morgan Stanley  January 1997 - August 2002
Calvary Christian Academy  August 1996 - June 1997
Educational Resources, Inc.   1990 - 1995

Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Wealth Management, Series 65, Securities, Retirement Planning, Investments, Investment Advisory, Strategic Financial..., Asset Managment, Asset Allocation, FINRA, Portfolio Management, Financial Analysis, Retirement, Equities, Fixed Income, Alternative Investments

Education
Samford University   1991 — 1994
Bachelor of Science (B.S.), Public Administration, 3.7

Kathryn Alvarez Kathryn Alvarez Carlsbad, California Details
Kathryn Alvarez's Merrill Lynch Experience March 2012 - Present
Job Service Support Supervisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2012 - Present
Merrill Lynch   January 2006 - March 2012
Merrill Lynch   June 2004 - January 2006
Bath & Body Works  September 2000 - June 2004

Skills
Sales Management, Customer Relations, Customer Service, Salesforce.com, Microsoft Office, Series 7, Team Building, Series 66, Hiring, Coaching

Education
San Diego State University-California State University   1999 — 2003
Bachelor of Science, Business Management

Crescenta Valley High School

Ed Baxter Ed Baxter San Francisco Bay Area Details
Ed Baxter's Merrill Lynch Experience June 1999 - December 2009
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
Evercore  July 2015 - Present
Bank of America Merrill Lynch  June 2011 - July 2015
Leerink Swann  November 2009 - May 2011
Merrill Lynch   June 1999 - December 2009
Schroder's  August 1998 - June 1999
FDIC  June 1991 - March 1996

Skills
Valuation, Mergers, Equities, Business Strategy, Negotiation, Spin-offs, Investment Banking, Private Equity, Financial Modeling, Corporate Development, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Financial Markets, Divestitures, Private Placements, Finance, Investments, Strategy, Due Diligence, Financial Analysis, Accounting, Capital Markets, Restructuring, IPO, Hedge Funds, M&A experience

Education
University of Pennsylvania - The Wharton School   1996 — 1998
MBA, Finance, Strategic Management

San Diego State University-California State University   1989 — 1991
BS Business Administration, Finance, Accounting

Helix High School   1984 — 1987

Kimberly Simpson-Batey Kimberly Simpson-Batey Greater Salt Lake City Area Details
Kimberly Simpson-Batey's Merrill Lynch Experience September 1995 - May 1999
Job BusinessMarketing Educator at Canyons School District
Industry Primary/Secondary Education
Experience
CSD - Alta High School   August 2005 - Present
Morgan Stanley Smith Barney  May 1999 - June 2005
Merrill Lynch   September 1995 - May 1999

Skills
Finance, Sales, Management, Entrepreneurship, Public Speaking

Education
Western Governors University   2008 — 2010
MBA, Business Administration

Utah Valley University   2003 — 2005
BS, Secondary Education -Business Marketing

Salt Lake Community College
AAS, Finance

Dmitriy V. Bgatov Dmitriy V. Bgatov Greater San Diego Area Details
Dmitriy V. Bgatov's Merrill Lynch Experience April 2012 - June 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Merrill Lynch   April 2012 - June 2013
LPL Financial  October 2007 - April 2012
REALTY EXECUTIVES  June 2006 - August 2008
Remax Associates  March 2005 - June 2006
Aacorn Oaks Retirement Facility   February 2003 - March 2005

Skills
Alternative Investments, Analysis, Asset Management, Budgets, Customer Service, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Properties, Investments, Loans, Management, Real Estate, Marketing, Mortgage Lending, Mutual Funds, New Business Development, Portfolio Management, Project Planning, Real Estate Transactions, Research, Series 63, Securities, Strategic Financial..., Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, Retirement

Education
University of Phoenix   2008 — 2011
BA

New York Institute of Finance   2009 — 2010

New York Institute of Finance   2009 — 2010

San Diego Mesa College   2002 — 2005
A.A.

Mt. Carmel High School

Robin Dash Robin Dash Greater New York City Area Details
Robin Dash's Merrill Lynch Experience December 2001 - December 2006
Job Vice President at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman  January 2007 - Present
Merrill Lynch   December 2001 - December 2006
Goldman Sachs, NY   July 1999 - July 2001
ITC Infotech  April 1996 - April 1999
National Center for Software technology  1994 - 1996

Skills
Business Intelligence, Oracle, Data Warehousing, Requirements Analysis, Databases, Project Management, SDLC, SQL, Business Analysis, Business Process, Management, Software Project..., PL/SQL, Strategy, Unix, Sybase, Data Modeling, SOA, Database Design, Eagle PACE, Business Process..., Data Migration, Accounting, General Ledger, Fund Accounting, Budgets, Software Development, Vendor Management, ETFs, Java, Requirements Gathering, Finance, Integration, Agile Methodologies, Solution Architecture, Disaster Recovery

Education
National Center For Software Technology   1994 — 1996
PGDST, Computer Science

Sambalpur University   1990 — 1994
BE, Mechanical Engineering

UCE Burla   1990 — 1994
BE, Mechanical Engineering

BJB College   1988 — 1990

DM School   1977 — 1988

Jeff Torchon Jeff Torchon San Francisco, California Details
Jeff Torchon's Merrill Lynch Experience 1996 - 1998
Job Principal at Alpha FMC
Industry Financial Services
Experience
Alpha FMC   April 2015 - Present
JTorchon Consulting   February 2007 - May 2015
Interactive Data Corporation  April 2010 - May 2013
Northern Trust Global Investments  June 2008 - April 2009
Barclays Global Investors  2000 - 2007
Charles Schwab & Co.   1998 - 1999
Merrill Lynch   1996 - 1998
Union Bank of California  1994 - 1996
Qualified Benefits   1989 - 1993
Integrated Financial   1987 - 1989

Skills
Mutual Funds, Asset Managment, Metrics, Life Insurance, Organizational..., Exchange traded products, Investments, Microsoft Exchange, Financial Services, Strategic Financial..., Financial Markets, ETFs, Securities, Analytics, Market Data, Business Strategy, E-commerce, Web Marketing, Asset Management, Marketing Communications, Marketing Strategy, CRM, Business Development, Marketing, Wealth Management, Lead Generation, Digital Marketing, Finance, Direct Marketing, Leadership, Management, Web Analytics, Relationship Management, Investment Strategies, Executive Management, Electronic Trading, Hedge Funds, Investment Management, Series 7, Fixed Income, Alternative Investments, Trading Systems, Asset Allocation, Equities, Series 63, Options, Financial Advisory, Bonds, Equity Derivatives, Derivatives

Education
San Diego State University-California State University   1979 — 1984
Bachelor of Science, Finance

Escola Graduada de Sao Paulo   1978 — 1979
High School degree

Doanh C. Nguyen Doanh C. Nguyen Las Vegas, Nevada Area Details
Doanh C. Nguyen's Merrill Lynch Experience May 2014 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present

Education
San Diego State University-California State University   2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting

San Joaquin Delta College   2004 — 2007
Associate of Arts (A.A.), Business Administration

Lori-Ann Fuka Lori-Ann Fuka Narragansett, Rhode Island Details
Lori-Ann Fuka's Merrill Lynch Experience 1987 - 1987
Job Assistant Vice President at Washington Trust Wealth Management
Industry Banking
Experience
The Washington Trust Company  March 1990 - Present
Rhode Island Hospital Trust  1987 - 1989
Merrill Lynch   1987 - 1987

Skills
Wealth Management..., Customer Service, Personal Trust..., Office Administration, Investment Banking, Sales Presentations, Small Business, Wealth Management, Loans, Finance, Commercial Lending, Investments, Accounting, Financial Services, Banking, Training, Portfolio Management, Sales, Credit, New Business Development, Small Business Lending, Commercial Banking

Education
Salve Regina University
Bachelor of Science (BS), Finance

Edward Harrison III Edward Harrison III Louisville, Kentucky Details
Edward Harrison III's Merrill Lynch Experience June 2008 - August 2008
Job Blue Equity
Industry Venture Capital & Private Equity
Experience
Blue Equity   June 2012 - Present
Crawford Investment Counsel  June 2010 - August 2010
Merrill Lynch   June 2008 - August 2008

Skills
Investments, Portfolio Management, Private Equity, Equities, Strategic Partnerships, Leadership, Mergers & Acquisitions, Financial Advisory, Fixed Income, Financial Modeling, Real Estate, Venture Capital, Financial Analysis, Wealth Management, Financial Services, Valuation, Business Intelligence, Ethical Decision Making, Ethical Leadership, Ethical Sourcing, Due Diligence

Education
Samford University   2007 — 2012
B.A., Economics

Jeffrey Bartek Jeffrey Bartek Greater New York City Area Details
Jeffrey Bartek's Merrill Lynch Experience May 2012 - February 2013
Job Staffing Manager at Robert Half International
Industry Financial Services
Experience
Robert Half International  March 2013 - Present
Merrill Lynch   May 2012 - February 2013
Northwestern Mutual  April 2011 - June 2012

Skills
Investments, Microsoft Excel, Financial Analysis, Financial Modeling, Series 7, QuickBooks, Data Analysis, Fixed Annuities, Economics, Bloomberg, Auditing, Financial Accounting, Customer Service, Asset Managment, Financial Planners, PowerPoint, Outlook, Microsoft Office, Team Leadership, Long Term Care Insurance, Risk Management, Strategic Financial..., Disability Insurance, Mutual Funds, Strategic Planning, Financial Reporting, Internal Controls, Accounting, Equities, Portfolio Management, Business Planning, Finance, Series 63, Retirement Planning, Insurance, Financial Services, Asset Management, Financial Planning

Education
Salve Regina University   2008 — 2012
Bachelor's Degree, Finance

North Haven High School   2004 — 2008

Alana Erlandson Alana Erlandson Greater Los Angeles Area Details
Alana Erlandson's Merrill Lynch Experience January 2009 - May 2009
Job Professional Golfer
Industry Sports
Experience
Symetra  March 2013 - Present
true[X]   January 2012 - February 2013
HauteLook  February 2010 - December 2011
HauteLook  February 2010 - December 2011
Mckinley Partners  May 2009 - November 2009
Merrill Lynch   January 2009 - May 2009
PGA OF SOUTHERN CALIFORNIA   May 2006 - September 2006

Skills
Marketing, Start-ups, Advertising, Process Improvement, Strategic Planning, Budgets, Management, Online Advertising, Forecasting, Microsoft Office, Integration, Sales, Project Management, Strategy, Analysis, E-commerce

Education
San Diego State University-California State University   2005 — 2009
Bachelor of Science, Business Administration, Finance

Abby Medley Abby Medley Chattanooga, Tennessee Area Details
Abby Medley's Merrill Lynch Experience August 2006 - June 2007
Job Executive Director
Industry Health, Wellness and Fitness
Experience
Elmcroft Senior Living  March 2012 - Present
NettWorth Financial Group  June 2007 - June 2009
Merrill Lynch   August 2006 - June 2007
Outback Steakhouse  December 2004 - October 2006

Skills
Customer Service, Sales Management, Forecasting, Social Media Marketing, Management, Marketing, Event Planning

Education
The University of Tennessee at Chattanooga   2009 — 2011
Masters of Business Administration, Marketing/Finance

Samford University   2003 — 2007
Bachelor of Science, Business Administration with a focus in Marketing

Allan Tentler Allan Tentler Greater San Diego Area Details
Allan Tentler's Merrill Lynch Experience March 2012 - Present
Job Financial Adviser at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   March 2012 - Present
SDSU Business Alumni Network   April 2011 - Present
Sonata Patio HOA   2011 - Present
BNI Bnillionaires   2010 - Present
Western Financial Planning  November 2009 - March 2012
Trilogy Financial Services  April 2009 - October 2009

Education
San Diego State University-California State University   2000 — 2004
Bachelors, Economics

Jeremy O'Reilly Jeremy O'Reilly San Francisco Bay Area Details
Jeremy O'Reilly's Merrill Lynch Experience 2009 - 2012
Job E*Trade Financial Services
Industry Financial Services
Experience
E*TRADE Financial  January 2012 - Present
Merrill Lynch   2009 - 2012
Waddell & Reed  2008 - 2010
Enterprise Rent-A-Car  July 2003 - December 2006
Ace Parking  1999 - 2003

Skills
Strategic Financial..., Investments, Finance, Risk Management, Retirement Planning, Estate Planning, Asset Allocation, Retirement, Asset Management, Asset Managment, Wealth Management, Mutual Funds, Financial Planning, Retirement Income..., Asset

Education
San Diego State University-California State University   1999 — 2004
Business Management, Finance & Management

San Diego Mesa College   1999 — 2000
Associate Degree, Undergraduate

Amber Martin Tripoli Amber Martin Tripoli San Diego, California Details
Amber Martin Tripoli's Merrill Lynch Experience January 2003 - May 2003
Job Lead Contract Administrator at Northrop Grumman Corporation
Industry Aviation & Aerospace
Experience
Northrop Grumman Corporation  June 2004 - Present
Indias De Mayaguez   November 2003 - March 2004
Merrill Lynch   January 2003 - May 2003
Space and Naval Warfare Center   May 2002 - August 2002

Skills
FAR, Proposal Writing, Government Contracting, Contract Management, Financial Analysis, Process Improvement, Contract Negotiation, Microsoft Excel, Microsoft Office, Risk Management, Earned Value Management, Security Clearance, Aerospace, Team Leadership, Program Management, Defense, Defense Contracting, Government, ITAR, Government Procurement, Procurement, Military, DoD

Education
San Diego State University-California State University   2006 — 2008
MBA, Entrepreneurship

San Diego State University-California State University   2005 — 2006
Certificate, Contract Management

University of Tulsa   1999 — 2003
Bachelor's, Major: Finance, Minor: Spanish

Amy Lamb Amy Lamb Houston, Texas Area Details
Amy Lamb's Merrill Lynch Experience March 1997 - December 2001
Job Social Studies Teacher at CISD
Industry Consumer Services
Experience
CISD  Substitute TeacherConroe Independent School DistrictFebruary 2010 - May 2012
Aon Hewitt  June 2011 - February 2012
Hertz Equipment Rental  January 2005 - September 2009
Speedmark  August 2002 - December 2004
Merrill Lynch   March 1997 - December 2001

Skills
PowerPoint, Coaching, Customer Service, Microsoft Office, Data Entry, Event Planning, Payroll, Accounts Payable, Outlook, Microsoft Excel, Sales Management, Public Speaking, Access, Budgets, Contract Negotiation, Marketing, Process Improvement, Recruiting, Sales, Strategic Planning, Time Management, Training

Education
Sam Houston State University   1991 — 2009
B.S, Psychology

Steven Mohr Steven Mohr Houston, Texas Area Details
Steven Mohr's Merrill Lynch Experience October 2002 - April 2004
Job Vice President, Business Development at VirtualQ
Industry Computer Software
Experience
Virtual-Q   October 2010 - Present
Gartner Inc.  October 2007 - May 2010
Merrill Lynch   October 2002 - April 2004
Microsoft  October 2001 - August 2002
IBM  October 1995 - May 2001
Shell Oil  January 1985 - October 1995

Skills
IT Strategy, Solution Selling, SaaS, IT Management, Vendor Management, Professional Services, Enterprise Software, Cloud Computing, Enterprise Architecture, Strategy, Business Intelligence

Education
Sam Houston State University   1980 — 1984
B.S., Computer Science

Barret Frost Barret Frost Greater San Diego Area Details
Barret Frost's Merrill Lynch Experience June 1997 - February 2002
Job Vice President Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2003 - Present
Securities America, Inc. Member FINRA/SIPC   February 2002 - April 2003
Merrill Lynch   June 1997 - February 2002

Skills
Series 7

Education
San Diego State University-California State University   1994 — 1998
Bachelor's degree, Finance, General

San Diego State University-California State University

John Nemeth John Nemeth Greater Los Angeles Area Details
John Nemeth's Merrill Lynch Experience June 1994 - August 1996
Job Senior Manager at The North Highland Company
Industry Management Consulting
Experience
The North Highland Company  December 2011 - Present
Eagle Company, Inc.   June 2007 - Present
Kinecta Federal Credit Union  April 2008 - July 2011
OneWest Bank (formerly Indymac Bank)   February 2007 - April 2008
Bank of America (formerly Countrywide Financial Corporation)   January 2004 - January 2007
Accenture (Andersen Consulting)   August 1998 - August 2003
Merrill Lynch   June 1994 - August 1996

Skills
Process Improvement, Process Engineering, Business Process..., PMO, Business Process, Project Portfolio..., Vendor Management, Program Management, Business Analysis, Change Management, Management Consulting, Operations Management, Strategic Planning, Banking, Cross-functional Team..., Team Building, Mergers, SDLC, Compliance, IT Strategy, SaaS, PeopleSoft, Business Transformation, New Business Development, Account Management, Portfolio Management, Leadership Development, Vendor Relations, Enterprise Risk..., Re-engineering, Documentum, PPM, Project Management, Risk Management, Analysis, Management, Executive Management, Governance, Six Sigma, Consulting, Business Process..., Enterprise Software, Budgets, Quality Assurance, Business Intelligence, Contract Negotiation, CRM, Business Process Design, Due Diligence, Leadership

Education
San Diego State University-California State University   1994 — 1998
MBA/MPH, Finance and Health Administration

University of California, San Diego   1989 — 1993
B.S., Biology

La Jolla High School   1985 — 1988

Steve Mangum Steve Mangum Columbus, Ohio Area Details
Steve Mangum's Merrill Lynch Experience October 2002 - Present
Job Financial Advisor/Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2002 - Present

Education
The Ohio State University   1999 — 2001

Salt Lake Community College   1997 — 1999
Associates, General

Upper Arlington High School

Erica Firnhaber Erica Firnhaber Greater San Diego Area Details
Erica Firnhaber's Merrill Lynch Experience June 2001 - January 2002
Job Owner, SiX19 Printing
Industry Printing
Experience
SiX19 Printing   October 2007 - Present
Option One Mortgage  May 2005 - February 2008
First Capital  January 2004 - April 2005
Merrill Lynch   June 2001 - January 2002

Skills
Graphic Design, Marketing, SEO, Dell Computers, Social Media, Email Marketing, Sales, Loans, Banners, Trade Shows, Event Management, Social Networking, Online Advertising, Brand Development, Marketing Strategy, Screen Printing, Online Marketing, Customer Service, Social Media Marketing, Advertising

Education
San Diego State University-California State University   1999 — 2003
Bachelor of Science in Business Administration, Marketing

Brandon Day Brandon Day San Francisco Bay Area Details
Brandon Day's Merrill Lynch Experience July 1998 - June 2002
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2002 - Present
Merrill Lynch   July 1998 - June 2002
Morgan Stanley  January 1996 - July 1998

Skills
Investments, Finance, Insurance, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Investment Planning

Education
San Diego State University-California State University   1988 — 1991
Bachelor of Arts (B.A.)

Gina Bays Gina Bays Greater Seattle Area Details
Gina Bays's Merrill Lynch Experience June 2001 - June 2002
Job Marketing and Sales
Industry Marketing and Advertising
Experience
Swapalease   August 2008 - November 2008
Madsen Consulting   March 2008 - August 2008
Merrill Lynch   June 2001 - June 2002
RBC Dain Rauscher  May 2000 - May 2001
Winderemere   February 2000 - May 2001
North American Trust Comapny   January 1990 - June 1994

Education
San Diego Mesa College   1988 — 1990

San Diego High School   1983 — 1986
Diploma

Erich Stolz Erich Stolz Houston, Texas Area Details
Erich Stolz's Merrill Lynch Experience June 2011 - August 2011
Job Sales Account Representative at Weatherford
Industry Oil & Energy
Experience
Weatherford  January 2015 - Present
TransCanada  October 2013 - July 2014
Gulf Interstate Engineering  May 2012 - June 2013
CPC Marketing  August 2009 - December 2011
Merrill Lynch   June 2011 - August 2011

Skills
Drilling Engineering, Well Construction, Horizontal Directional..., Offshore Drilling, Oilfield, Well Services, Directional Drilling, Onshore, Sales, Sales Presentations, Direct Sales, Cement, Project Planning, Microsoft Office, Project Management, Budgets, Analysis, Marketing, Change Management, Research, Public Speaking, Leadership, Strategic Planning, Business Planning, Microsoft Word, Microsoft Excel, Energy, Time Management, Public Relations, Team Building, Project Control, MS Project, Pipelines, Process Scheduler, Team Leadership, Financial Analysis, Offshore Oil & Gas, CAPM, Cost Engineering, Cost Control, Schedule Control, Cost Variance Analysis, Primavera P6, Pipeline Construction, Oracle, Budgeting, Problem Solving, Promotions

Education
Sam Houston State University   2007 — 2012
BBA, Economics

Spring High School   2003 — 2007
High School

Nadia McKinney Nadia McKinney Houston, Texas Area Details
Nadia McKinney's Merrill Lynch Experience January 2008 - March 2013
Job Senior Client Development Executive at Triad Resources
Industry Staffing and Recruiting
Experience
Triad Resources  2014 - Present
Sapient Global Markets  2013 - 2014
Merrill Lynch   January 2008 - March 2013
AIG  2013 - 2013
Triad Resources  October 2002 - January 2008
Triad Resources, Inc   October 2002 - March 2003

Skills
Investment Banking, Recruiting, Technical Recruiting, Human Resources, Sourcing, Onboarding, Interviews, Talent Acquisition, Applicant Tracking..., Contract Recruitment, Talent Management, Vendor Management, Change Management, Organizational..., Training, Succession Planning, Strategy, Leadership

Education
University of Houston-Clear Lake   2010 — 2012
Master of Science, Behavioral Sciences; Industrial/Organization; Radio; TV

Sam Houston State University   1998 — 2002
Bachelor of Fine Arts (BFA), Communications

Lamar High School   1994 — 1998

Sarah Cuddy Sarah Cuddy Houston, Texas Area Details
Sarah Cuddy's Merrill Lynch Experience August 2010 - Present
Job Financial Advisor, Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch   August 2010 - Present
BNI  October 2013 - September 2014
BNI  October 2012 - September 2013
Opera Vista  October 2010 - December 2011
The University of Texas Health Science Center at Houston  January 2007 - August 2010
Private Studio of Sarah Cuddy   January 2005 - December 2007
Opera in the Heights  June 2005 - May 2007
Cypress Fairbanks Independant School District   September 2004 - December 2006
Baylor College of Medicine  June 2004 - November 2006

Skills
Budgeting, Event Planning, Budgets, Public Speaking, Leadership, Online Advertising, Strategic Planning, Spreadsheets, Online Research, Microsoft Office, Training, Strategy, PowerPoint, Marketing, Data Analysis, Entrepreneurship, Finance, Analysis, Time Management, Program Management, Financial Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   2008 — 2010
MBA, General Management

Sam Houston State University   1999 — 2004
BM, Music Performance

Lacy Scott Lacy Scott New York, New York Details
Lacy Scott's Merrill Lynch Experience February 2011 - September 2011
Job Assistant Property Manager at The Moinian Group
Industry Real Estate
Experience
The Moinian Group  August 2015 - Present
Main Street Hub  January 2015 - April 2015
Simpson Thacher & Bartlett LLP  March 2013 - May 2014
The Law Offices of Jason Joy   April 2012 - February 2013
Merrill Lynch   February 2011 - September 2011

Skills
Microsoft Office, PowerPoint, Excel, Word, Outlook, SAP, Self-starter, Learning Quickly, Reliable, Highly responsible, Problem Solving, Notary Public

Education
Sam Houston State University
Bachelor’s Degree, Business Administration; General Business

Dima Ghawi, MBA Dima Ghawi, MBA Baton Rouge, Louisiana Details
Dima Ghawi, MBA's Merrill Lynch Experience October 1999 - May 2003
Job Fortune 20 Global Leader | Talent Development | Motivational and Key Note Speaker | Empowerment
Industry Information Technology and Services
Experience
BreakingVases   January 2014 - Present
IBM Global Business Services  May 2013 - July 2015
IBM  March 2010 - May 2013
IBM  March 2009 - March 2010
IBM  January 2008 - March 2009
IBM  June 2006 - January 2007
IBM  September 2004 - June 2006
Intuit  June 2003 - August 2004
Merrill Lynch   October 1999 - May 2003
Bank of America  January 1998 - October 1999

Skills
Leadership, Management, Leadership Development, Coaching, Supply Chain Management, Outsourcing, Training, Talent Management, Strategic Leadership, Program Management, Global Management, Motivational Speaking, Team Building, Business Analysis, Vendor Management, Change Management, Public Speaking, Social Media, Negotiation, Business Process

Education
University of San Diego   2002 — 2004
Master of Business Administration (M.B.A.)

San Diego State University-California State University   1997 — 1999
Bachelor, Economics

IBM Leadership Development Programs
Leadership

Brittney McEachern Brittney McEachern Houston, Texas Area Details
Brittney McEachern's Merrill Lynch Experience August 2013 - May 2015
Job Accounting, Administrative Assistant
Industry Oil & Energy
Experience
The Directional Drilling Company  July 2015 - Present
Merrill Lynch   August 2013 - May 2015
Wells Fargo  November 2012 - July 2013
Woodforest National Bank  April 2011 - November 2012

Skills
Sales, Customer Service, Customer Satisfaction, Cash Management, Credit, Financial Services, Loans, Relationship Management, Branch Banking, Lines Of Credit, Risk Management, Outlook, Small Business Lending, Commercial Banking, Loan Origination, Mortgage Lending, Bank Secrecy Act, Commercial Lending, Loan Servicing, Retail Banking, Credit Cards, Construction Loans, Building Relationships, IRAs, Microsoft Excel, Opening New Accounts, Call Centers, Internet Banking, Credit Risk, Payments, Operational Risk..., Retirement Planning, Cash Handling Experience, Cash, Fraud Detection, Financial Institutions, Microsoft Office, Account Management, Accounts Payable, Accounts Receivable, Administrative..., Direct Sales, Outside Sales, Expenses

Education
Sam Houston State University   2010 — 2012
None, Criminal Justice and Corrections

Willis High School   2006 — 2010
High School Diploma, General Studies

Nefer Lopez Nefer Lopez Seattle, Washington Details
Nefer Lopez's Merrill Lynch Experience June 2008 - September 2008
Job Inbound Marketing Director at Customerville
Industry Marketing and Advertising
Experience
Customerville   February 2014 - Present
WordStream  April 2013 - February 2014
WordStream  April 2012 - April 2013
Patch.com  September 2011 - April 2012
Premier Retail Networks  August 2010 - September 2011
Premier Retail Networks  October 2008 - August 2010
Morgan Stanley Smith Barney  June 2008 - September 2008
Merrill Lynch   June 2008 - September 2008
Centara Capital  January 2007 - May 2007
Centre City Development Corporation  November 2005 - January 2007

Skills
Bilingual-Spanish, PPC, Lead Generation, Google Adwords, Google Analytics, Online Advertising, Email Marketing, CRM, Microsoft Excel, Landing Page..., HTML/CSS, JavaScript, jQuery

Education
San Diego State University-California State University   2004 — 2008
International Business

Instituto Tecnológico de Costa Rica

Universitat de Barcelona

Brendan Haire Brendan Haire San Diego, California Details
Brendan Haire's Merrill Lynch Experience January 2009 - April 2009
Job Project Manager | Financial Analyst | Relationship Management
Industry Hospital & Health Care
Experience
Host Healthcare, Inc.   April 2015 - Present
General Dynamics NASSCO  October 2012 - April 2015
General Dynamics NASSCO  October 2012 - June 2014
General Dynamics NASSCO  July 2012 - October 2012
Shamrock Foods Company  April 2012 - July 2012
General Dynamics  September 2009 - March 2012
Merrill Lynch   January 2009 - April 2009
Newport Art Museum  January 2009 - April 2009

Skills
Program Management, Project Management, Analysis, Financial Analysis, Negotiation, Accounting, Finance, Sales, Six Sigma, Procurement Contracts, Forecasting, Federal Procurement, Pricing Strategy, Team Leadership, Customer relations, Customer Service, Financial Reporting, Stakeholder engagement, Process / quality..., Earned Value Management, Public Speaking, Cost Savings, Microsoft Word, Leadership, Microsoft Excel, Microsoft Office, Management, Lean Manufacturing, 5S, Financial Variance..., Pricing Analysis, Relationship Management, Vendor Management, Vendor Relationship..., Supply Chain Management, Account Reconciliation, Supply Chain Operations, Resource Management, Process Efficiency, Operational efficency, Quality Assurance, Federal Government..., Research & analysis, Training

Education
Salve Regina University   2005 — 2009
Bachelor of Science (BS), Business Administration major, Accounting minor, Dean’s List

Billy Linas Billy Linas Orange County, California Area Details
Billy Linas's Merrill Lynch Experience May 2004 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   May 2004 - Present
US Navy  August 1995 - May 2004

Skills
Wealth Management, Strategic Financial..., Loans, Strategic Planning, Finance, Mutual Funds, Risk Management, Investment Management, Cross-functional Team..., CRM, Banking, Management, Entrepreneurship

Education
San Diego State University-California State University   2001 — 2003
MA, Economics

University of California, Santa Barbara   1991 — 1995
BA, Economics

Kenny Rose Kenny Rose San Diego, California Details
Kenny Rose's Merrill Lynch Experience January 2013 - February 2014
Job Public Speaker ✓ Executive to Entrepreneur Transition Coach ✓ Portfolio Franchise Expert ✓ NoCost Franchisee Matchmaker
Industry Professional Training & Coaching
Experience
FranNet  May 2014 - Present
Alpha Epsilon Pi Bay Area Alumni Club   May 2013 - April 2014
Merrill Lynch   January 2013 - February 2014
Merrill Lynch   January 2011 - May 2012

Skills
Investments, Portfolio Management, Securities, 401k, Asset Allocation, Financial Planning, Wealth Management, Retirement Planning, Asset Management, Financial Analysis, Mutual Funds, Alternative Investments, Asset Managment, Retirement, Finance, Strategic Financial..., Investment Advisory, Series 7, Estate Planning, Strategy, Wealth, Management, Financial Services, Banking, Leadership, Financial Planners, Investment Strategies, Start-ups, Microsoft Office, Public Speaking, Entrepreneurship, Strategic Planning, Consulting, Sales Presentations

Education
San Diego State University-California State University
Bachelor's Degree, Financial Services

Victoria Cherkashina, MBA Victoria Cherkashina, MBA Greater San Diego Area Details
Victoria Cherkashina, MBA's Merrill Lynch Experience June 2015 - Present
Job Research Analyst at The Brandes Institute
Industry Financial Services
Experience
Merrill Lynch   June 2015 - Present
The Brandes Institute   April 2015 - Present
ClearBalance  February 2015 - May 2015
San Diego State University  August 2013 - May 2015
Wells Fargo  May 2014 - February 2015
UCSD von Liebig Center for Entrepreneurship & SDSU Research Foundation   January 2014 - May 2014
Aztec Equity Fund, San Diego State University   January 2014 - May 2014
Lavin Entrepreneurship Center  October 2013 - December 2013
PricewaterhouseCoopers Tax and Advisory   February 2013 - August 2013
KIMEP University, Bang College of Business   August 2012 - December 2012

Skills
Public Speaking, Time Management, Corporate Finance, Research, Financial Analysis, Teamwork, Financial Modeling, Accounting, Business Valuation, Market Research, Risk Management, Due Diligence, Economics, Leadership, Valuation, Analysis

Education
San Diego State University-California State University   2013 — 2015
Master of Business Administration (MBA), Finance, General

KIMEP University   2009 — 2012
Bachelor of Science (BSc), Accounting and Finance, GPA 4.30 out of 4.33

David Chiokadze David Chiokadze Greater Philadelphia Area Details
David Chiokadze's Merrill Lynch Experience May 2015 - August 2015
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2015 - August 2015
Edward Jones  February 2015 - May 2015
Bellevue Financial   September 2014 - February 2015
Money Management Advisory   2012 - August 2014
Tornado Inc. LLC   2011 - 2013
Levi Strauss & Co.   2010 - 2012

Skills
Strategy, Finance, Analysis, Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Forecasting, Business Process..., Time Management

Education
Salve Regina University   2012 — 2016
Financial Management and Economics

Council Rock High School South   2008 — 2012

Jasmine Canady Jasmine Canady Dallas/Fort Worth Area Details
Jasmine Canady's Merrill Lynch Experience October 2007 - February 2008
Job Event & Meeting Staffing Manager
Industry Human Resources
Experience
A+ Student Staffing  August 2012 - Present
Dave & Buster's Headquarters   April 2012 - August 2012
J.Crew  October 2009 - August 2012
Brinker International  June 2011 - April 2012
Dr. Bob & Jean Smith Foundation/ Smith Management L.L.P.   March 2009 - January 2011
Merrill Lynch   October 2007 - February 2008

Skills
PowerPoint, Microsoft Office, Customer Service, Non-profits, Budgeting, Nonprofits, Event Planning, Coordinating Events, Budgets, Human Resources, Marketing, Sales, Outlook, Management, Event Management, Customer Satisfaction, Recruiting

Education
The University of Texas at Arlington   2008 — 2010
Bachelors, Politcal Science

Sam Houston State University   2006 — 2008
Undergrad, Political Science

Abby Throm Abby Throm Houston, Texas Details
Abby Throm's Merrill Lynch Experience April 2014 - Present
Job GWIM Ops Rep
Industry Financial Services
Experience
Merrill Lynch   April 2014 - Present
A Title Company   June 2013 - March 2014
ASC Alpha Services   February 2013 - December 2013
Big Tyme Billiards   March 2013 - July 2013
Team Tooke MMA   March 2013 - June 2013
Air National of Houston   June 2012 - January 2013
Rhode House   2009 - 2009
Advantage Mailing Services, Inc.   March 2006 - August 2007

Skills
Magento, Microsoft Excel, Microsoft Word, Outlook, Outlook Express, Microsoft Publisher, Photoshop, HTML, PowerPoint, Internet, Internet Explorer, Firefox, Google Chrome, FrontPage, Linkshare, Answering Telephones, Data Entry, Office Administration, Office Management, Windows Vista, Windows 7, Microsoft Windows 98, Windows 2000, Schedule Control, Credit Card Transaction..., Supply Ordering, Project Management, Operations Management, Customer Service, Training, Invoicing, Project Bidding, Blogging, Press Releases, Link Building, SEO, Marketing, Facebook, Social Networking, Notary Public, Sales, Telephone Skills, Multi-line Phone, Fax, Confidentiality

Education
Sam Houston State University   2009 — 2012
Bachelor of Science (B.S.), Criminal Justice and Corrections

Drew Davenport Drew Davenport Greater Nashville Area Details
Drew Davenport's Merrill Lynch Experience May 2010 - August 2010
Job Vice President Financial Consultant at Regions Investment Solutions
Industry Financial Services
Experience
Regions Investment Solutions   July 2013 - Present
Raymond James Financial Inc.  April 2011 - June 2013
Merrill Lynch   May 2010 - August 2010
MSK Group, PC   2008 - 2008

Skills
Life Insurance, Retirement Planning, Series 7, Retirement, Strategic Financial..., Wealth Management..., Long Term Care Insurance, Stocks, Bonds, Financial Management..., Financial Advisory, Alternative Investments, Social Security, Mutual Funds, Debt Management, Financial Planning, Insurance, Wealth Management, Estate Planning

Education
Samford University   2006 — 2010
Bachelor's of Science, Entrepreneurship, Finance, Management

Memphis University School   2004 — 2006

Joshua Belfiore Joshua Belfiore Hartford, Connecticut Area Details
Joshua Belfiore's Merrill Lynch Experience May 2011 - Present
Job Financial Advisor, Senior Portfolio Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   May 2011 - Present

Skills
Series 7, Series 66, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory

Education
Salve Regina University   2006 — 2010
BA, Philosophy

Canterbury School   2002 — 2006

Anthony J Giuliano Anthony J Giuliano Oakland, California Details
Anthony J Giuliano's Merrill Lynch Experience June 2009 - December 2010
Job Credit Operations Supervisor at Lending Club
Industry Financial Services
Experience
Lending Club  August 2015 - Present
Lending Club  July 2013 - August 2015
Consumer Credit Counseling Service of San Francisco  March 2011 - July 2013
Merrill Lynch   June 2009 - December 2010

Skills
Mortgage Lending, Loss Mitigation, Credit, Loans, Refinance, Investments, Tax, Mortgage Underwriting, Financial Analysis, Personal Financial..., Mortgage Servicing, Loan Modifications, Home Equity Loans, Unsecured Loans, Income Tax, IRS Enrolled Agent, Insurance, Financial Education, Credit Counseling, Financial Services, Sales, Underwriting

Education
San Diego State University-California State University   2006 — 2010
Bachelor of Science (B.S.), Financial Services

Ryan Oliveira Ryan Oliveira Marina Del Rey, California Details
Ryan Oliveira's Merrill Lynch Experience January 2010 - June 2010
Job Financial Analyst at Telesign
Industry Computer Software
Experience
TeleSign  February 2015 - Present
Cornerstone OnDemand  February 2014 - February 2015
Cornerstone OnDemand  January 2012 - January 2014
Smile Business Products  August 2010 - October 2011
Merrill Lynch   January 2010 - June 2010
San Diego State University  November 2008 - June 2010

Skills
Excel, Word, PowerPoint, Access, Accounts Receivable, Collections, Outlook, Customer Satisfaction, New Business Development, Financial Modeling, Account Reconciliation, Auditing, Invoicing, Customer Service, Microsoft Excel, Accounts Payable, Accounting, Salesforce.com, Microsoft Office, NetSuite, OpenAir, Budgets, Finance, Process Improvement

Education
San Diego State University-California State University   2007 — 2010
B.S., Finance and Economics

Sierra College   2005 — 2007
A.S. Degree; A.A. Degree, Business Administration; Liberal Arts

Christian Reuter Christian Reuter Greater San Diego Area Details
Christian Reuter's Merrill Lynch Experience January 2006 - August 2012
Job Wealth Management Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  August 2012 - Present
Merrill Lynch   January 2006 - August 2012
Morgan Stanley  July 2003 - January 2006
Morgan Stanley  January 2000 - July 2003

Skills
Retirement Planning, Investments, Estate Planning, 401k, Investment Management, Wealth Management, Investment Advisory, Retirement, Series 7, Uniform Combined State..., Investment Strategies, Asset Allocation, Asset Managment, Financial Advisory, Wealth Accumulation, Fixed Annuities, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth, Syndicate, IPO, Municipal Bonds, Private Equity, Hedge Funds, Long/Short Equity, Options Strategies, Employee Stock Options, Rule 144, Unit Investment Trusts, Foreign Currency, Prime Brokerage, Alternative Investments, Asset Management, Series 65, Series 63, Financial Services, Securities, Finance, Loans, Fixed Income, Risk Management, Financial Analysis, Insurance, Management

Education
San Diego State University-California State University   1998 — 2003
BS, Financial Services

Caroline Rogers Caroline Rogers San Francisco Bay Area Details
Caroline Rogers's Merrill Lynch Experience 2012 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2012 - Present
Merrill Lynch   2007 - 2012
ADP  2006 - 2007
TSL Marketing  2004 - 2006
InvivoGen  2003 - 2004
Tenera Group   2002 - 2003

Skills
Business Development, Investments, Management, Mutual Funds, Training, Series 7, Wealth Management

Education
San Diego State University-California State University
Bachelor's Degree, Biology, General

Stephen Taylor, CPA Stephen Taylor, CPA Houston, Texas Details
Stephen Taylor, CPA's Merrill Lynch Experience August 2010 - December 2010
Job Financial Analyst at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan  June 2014 - Present
CenterPoint Energy  February 2013 - June 2014
CenterPoint Energy  September 2011 - February 2013
CenterPoint Energy  May 2011 - September 2011
BDO USA, LLP  January 2011 - May 2011
Merrill Lynch   August 2010 - December 2010

Skills
Financial Reporting, Financial Analysis, Accounting, Auditing, Analysis, Sarbanes-Oxley Act, Internal Controls, Finance, Financial Accounting, SAP, Variance Analysis, Account Reconciliation, GAAP, Fixed Assets, Microsoft Excel, US GAAP, Business Analysis, CPA, Consolidation, Financial Planning, Budgets, Financial Modeling

Education
Sam Houston State University   2005 — 2009
BBA, Accounting

Sam Houston State University   2010 — 2012
MBA, Finance

Ellen Henderson Ellen Henderson Essex, Connecticut Details
Ellen Henderson's Merrill Lynch Experience 1994 - 1996
Job Realtor at William Pitt Sotheby's International Realty
Industry Real Estate
Experience
William Pitt Sotheby's International Realty  June 2001 - Present
Merrill Lynch   1994 - 1996
Goldman Sachs  1984 - 1990

Skills
Your Local Sotheby's..., Top Producer, Award Winner, Waterfront and Luxury..., Highly Successful..., Skillful Negotiator, Buyer Representation, Excellent Communicator..., Consitently Delivering..., Negotiation, Sellers, Condos, Short Sales, Single Family Homes, Residential Homes, First Time Home Buyers

Education
Salve Regina University   1981 — 1985

Salve Regina University

Christopher Kolakowski Christopher Kolakowski Greater New York City Area Details
Christopher Kolakowski's Merrill Lynch Experience June 2008 - June 2008
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2013 - Present
Morgan Stanley  December 2009 - September 2013
Cougar Trading, LLC   July 2008 - July 2008
Merrill Lynch   June 2008 - June 2008

Skills
Securities Lending, Equities, Microsoft Excel, Account Reconciliation, Series 7, Equity Capital Markets, Trade Support, Risk Management, PowerPoint, Capital Markets, Trading, Hedge Funds, Derivatives

Education
Salve Regina University   2005 — 2009
BS, Financial Management

St. Anthony's High School

H. Earl Evans IV H. Earl Evans IV Newport, Rhode Island Details
H. Earl Evans IV's Merrill Lynch Experience June 2012 - 2013
Job Partner at Paramount Auto Group
Industry Automotive
Experience
Paramount Auto Group   August 2013 - Present
Merrill Lynch   June 2012 - 2013
Morgan Stanley Smith Barney  July 2011 - June 2012
New York Life Insurance Company  December 2008 - June 2011
The Saltwater Edge   June 2003 - January 2008

Education
Morristown-Beard School

Salve Regina University
B.S., Economics, Concentration in Finance

Scott Carr, CFP, CTFA Scott Carr, CFP, CTFA Houston, Texas Area Details
Scott Carr, CFP, CTFA's Merrill Lynch Experience 2000 - September 2010
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  September 2010 - Present
Merrill Lynch   2000 - September 2010
YMCA - League City, Texas   2001 - 2003
USMCR  October 1989 - October 2001

Education
Sam Houston State University   1991 — 1996
BS

Brittany Burks Brittany Burks Irving, Texas Details
Brittany Burks's Merrill Lynch Experience April 2010 - October 2011
Job at
Industry Hospital & Health Care
Experience
HMS  April 2015 - Present
HMS  September 2012 - March 2015
Abba Limousines   March 2012 - September 2012
Merrill Lynch   April 2010 - October 2011
Target Corporation  December 2007 - July 2008

Skills
Marketing, Salesforce.com, Customer Service, Brand Management, Microsoft Excel, Outlook, PowerPoint, Sales, Asset Allocation, Microsoft Publisher, Cold Calling, Event Planning, Toad 9.0, SQL DB2, Strategic Planning

Education
Sam Houston State University   2008 — 2010
BBA, Marketing

Tarrant County College   2006 — 2008
General Studies

University of North Texas   2005 — 2006
Mass Communication

Skylar Houk, CFA Skylar Houk, CFA San Diego, California Details
Skylar Houk, CFA's Merrill Lynch Experience June 2006 - August 2006
Job Private Equity Advisor
Industry Financial Services
Experience
TorreyCove Capital Partners LLC  June 2013 - Present
TorreyCove Capital Partners LLC  November 2011 - June 2013
PCG Asset Management  September 2008 - November 2011
PCG Asset Management  April 2007 - August 2008
Merrill Lynch   June 2006 - August 2006

Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Due Diligence, Investments, Financial Analysis, Alternative Investments, Emerging Markets, Finance, Private Placements, Portfolio Management, Fund Of Funds, Investment Banking, Cleantech, Mutual Funds, Corporate Finance, Hedge Funds, Market Research, Corporate Development, Bloomberg, Asset Management

Education
San Diego State University-California State University   2004 — 2008
BS, Finance

Anne Sutcliff (Buginas), CFP®, CRPC®, CRPS® Anne Sutcliff (Buginas), CFP®, CRPC®, CRPS® Orange County, California Area Details
Anne Sutcliff (Buginas), CFP®, CRPC®, CRPS®'s Merrill Lynch Experience 2004 - September 2010
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   October 2010 - Present
Merrill Lynch   2004 - September 2010
Nationwide Financial  2003 - 2004
UBS Financial Services, Inc.   2002 - 2003
Prudential Financial  1990 - 2002

Education
San Diego State University-California State University
BS, Finance

Christopher Conner, CFP® Christopher Conner, CFP® Fresno, California Area Details
Christopher Conner, CFP®'s Merrill Lynch Experience March 1997 - February 2009
Job Senior Vice PresidentInvestment Officer The Hobbs, Conner & Tirapelle Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
The Hobbs, Conner & Tirapelle Wealth Management Group of Wells Fargo Advisors, LLC   February 2009 - Present
Merrill Lynch   March 1997 - February 2009

Skills
401k Rollovers, Asset Allocation, Business-Owner Planning, Deferred Compensation..., Financial Advisory, Investment Planning, Insurance, Personal Retirment..., Retirement Plan...

Education
San Diego State University-California State University   1999 — 2000
Certificate in Personal Financial Planning, Finance

San Diego State University-California State University   1994 — 1998
Bachelors, Economics, Finance

Joshua Parr Joshua Parr Spring, Texas Details
Joshua Parr's Merrill Lynch Experience June 2007 - August 2007
Job Management/Program Analysis Trainee at US Government Accountability Office
Industry Political Organization
Experience
US Government Accountability Office  May 2015 - August 2015
Sam Houston State University  January 2013 - May 2015
Texas Patriots PAC   August 2014 - December 2014
The Home Depot  July 2012 - January 2013
The Home Depot  July 2010 - July 2012
Lone Star College  August 2009 - August 2010
Merrill Lynch   June 2007 - August 2007

Skills
University Teaching, Public Policy, Policy Analysis, Political Science, Research, Public Speaking, Training, Communication, Leadership, Management, Critical Thinking, Political Philosophy, Writing, Report Writing, Fundraising, Microsoft Office

Education
Texas A&M University - The Bush School of Government and Public Service   2015 — 2017
Master's Degree, International Affairs, International Development and EconomicsTrack

Sam Houston State University   2013 — 2015
Master's Degree, Public Administration, 4.0

Sam Houston State University   2005 — 2009
Bachelor's Degree, English/Political Science, 3.59

Ryan Latimer Ryan Latimer Greater Salt Lake City Area Details
Ryan Latimer's Merrill Lynch Experience 2004 - 2006
Job
Industry Financial Services
Experience
Mountain States Networking  May 2011 - Present
Mountain States Networking  January 2006 - June 2011
Real Salt Lake Soccer   April 2004 - October 2009
Merrill Lynch   2004 - 2006
Fidelity Investments  2004 - 2004
Finova Loan Administration   March 2000 - December 2001
First Security Bank  1996 - 1999

Skills
Management Consulting, Financial Services, Accounting, Purchasing, Investments, Government Procurement, Salesforce.com, Account Management, Strategic Planning, Budgets, Sales, Financial Analysis, Business Strategy, Team Building, Sports Marketing, Leadership, Team Leadership, Operations Management

Education
University of Utah - David Eccles School of Business   2000 — 2002
BS

Salt Lake Community College   1996 — 2000
Associate of Science (A.S.)

Salt Lake Community College   1993 — 1993
Physical Therapt Assistant Certification

Murray High School

Jonathon Hazzard Jonathon Hazzard Uxbridge, Massachusetts Details
Jonathon Hazzard's Merrill Lynch Experience October 2008 - April 2010
Job Business Analyst at EMC Computer Systems
Industry Information Technology and Services
Experience
EMC  February 2015 - Present
EMC Computer Systems  May 2012 - Present
Merrill Lynch   October 2008 - April 2010
Waddell & Reed  May 2007 - September 2008

Skills
Business Analysis, Microsoft Office, Finance, Salesforce.com, Microsoft Excel, PowerPoint, Customer Service, Management

Education
Salve Regina University   2003 — 2007
BS, Economics

Alison Ruggio Alison Ruggio Greater San Diego Area Details
Alison Ruggio's Merrill Lynch Experience May 2009 - August 2009
Job Manager of Administrative and Outreach Services at Pacific Cardiovascular Associates Medical Group
Industry Hospital & Health Care
Experience
Pacific Cardiovascular Associates Medical Group   February 2013 - Present
Arthritis Foundation  September 2012 - December 2013
Institute for Behavioral & Community Health   December 2011 - December 2012
SmartDraw Software, LLC  September 2010 - June 2011
Merrill Lynch   May 2009 - August 2009

Skills
SPSS, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Data Entry, Typing, Access Programs, Grant Writing, Grant Preparation, Grant Coordination, Event Planning, Fundraising, Customer Service, Report Writing, Community Engagement, pamphlet creation, Transcribing, Qualitative &..., Exceptional public..., Keen Planner, Great Leader, Follow Instructions, Public Speaking, Access

Education
San Diego State University-California State University   2011 — 2013
Master's degree, Public Administration, 3.8

San Diego State University-California State University   2007 — 2011
Business Administration, Management

Jason Stitt Jason Stitt Charlotte, North Carolina Area Details
Jason Stitt's Merrill Lynch Experience 1999 - 2000
Job Vice President, Finance Manager
Industry Financial Services
Experience
Bank of America  October 2006 - Present
City of Charlotte  November 2004 - October 2006
Birmingham-Jefferson County Transit Authority  October 2001 - November 2004
Southeast Commercial Real Estate   2000 - 2001
Merrill Lynch   1999 - 2000

Skills
Financial Analysis, Financial Modeling, Finance, Banking, Strategic Financial..., Project Management, Procurement, Commercial Real Estate, Corporate Finance, Leadership, Accounting, Financial Services, Forecasting, Credit, Strategic Planning, Financial Reporting

Education
Samford University   1997 — 2001
Bachelor of Science, Business Administration

Cheryl Patten, MBA Cheryl Patten, MBA Greensboro/Winston-Salem, North Carolina Area Details
Cheryl Patten, MBA's Merrill Lynch Experience January 2003 - May 2003
Job Bank of North Carolina
Industry Banking
Experience
Bank of North Carolina  June 2015 - Present
Fifth Third Bank  November 2007 - June 2015
America's First Federal Credit Union  June 2003 - October 2007
Merrill Lynch   January 2003 - May 2003

Skills
Banking, Strategic Financial..., Investments, Finance, Credit, Mortgage Banking, Management, Loan Origination

Education
University of Alabama at Birmingham   2004 — 2006
MBA, Finance

Samford University   1999 — 2003
BSBA, Business Management

Oakland High School   1996 — 1999

Mary Ellen Ledwith Mary Ellen Ledwith Greater New York City Area Details
Mary Ellen Ledwith's Merrill Lynch Experience 2001 - 2002
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Taproot Foundation  2010 - Present
Palisades Free Library   2003 - 2008
Merrill Lynch   2001 - 2002
UBS Global Asset Management  1998 - 2000
Prudential Investments  1998 - 2000
Fidelity Investments  1994 - 1998
Putnam Investments  1986 - 1992

Skills
Marketing Communications, Marketing Strategy, Management, Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Strategic Planning, Business Strategy, Product Marketing, Financial Services, Asset Management

Education
Salve Regina University
Bachelor of Arts (B.A.), Sociology and Psychology

The George Washington University
Graduate studies in Urban Planning

Amber Gurney Amber Gurney San Francisco Bay Area Details
Amber Gurney's Merrill Lynch Experience February 2000 - June 2000
Job Marketing at Lend Lease
Industry Construction
Experience
Lendlease  September 2013 - Present
Lend Lease  June 2007 - September 2013
Cornerstone CMS, Inc. (sold)   October 2005 - June 2007
Taylor Ball / Taylor Frager Construction   May 2002 - October 2005
San Diego Zoo Global  February 2001 - May 2002
Merrill Lynch   February 2000 - June 2000
San Diego State University  September 1998 - January 2000
MP3.com  June 1999 - August 1999

Skills
Marketing Communications, Proposal Writing, Marketing, Strategic Planning, Marketing Strategy, Contract Negotiation, Project Management, Event Planning, Social Media Marketing, Public Relations, Social Media, Sustainability, Microsoft Office, Budgets, Email Marketing, Market Research, Marketing Management, Event Management, Construction Management, Advertising

Education
San Francisco Institute of Architecture   2014 — 2016
Masters of Business Administration in Sustainability (“Green MBA”)

San Diego State University-California State University   1996 — 2001
BS, Marketing

Anthony Arcidiacono Anthony Arcidiacono Greater San Diego Area Details
Anthony Arcidiacono's Merrill Lynch Experience February 1986 - March 1990
Job Independent Consultant/Arch Financial Planning LLC
Industry Marketing and Advertising
Experience
Arch Financial Planning LLC   January 2006 - December 2011
Morgan Stanley  January 1999 - June 2006
AG EDwards and Sons  March 1990 - March 1998
Merrill Lynch   February 1986 - March 1990

Skills
Strategic Financial..., Investments, Retirement Planning, Financial Advisory, Finance

Education
San Diego State University-California State University   1976 — 1979
Bachelor of Science, Business Administration/Marketing

San Diego State University-California State University   1976 — 1979
Bachelor of Science, Business Administration/Marketing

Jeremy Keating, MBA Jeremy Keating, MBA San Diego, California Details
Jeremy Keating, MBA's Merrill Lynch Experience June 2000 - October 2003
Job Retirement Planning Specialist at Capital Income Advisors
Industry Financial Services
Experience
Capital Income Advisors   January 2015 - Present
FSC Securities  January 2006 - January 2015
Citicorp Investment Services, Citigroup   October 2003 - December 2005
Merrill Lynch   June 2000 - October 2003

Skills
Retirement Planning, Retirement, Securities, 401k, Finance, Pensions, FINRA, Options, Series 7, Strategic Financial..., Investment Advisory, Wealth Management, Investment Strategies, Telecommunications, Financial Advisory, Microsoft Office, Mutual Funds, Public Speaking, Asset Allocation, Strategic Planning, Team Leadership, Customer Service, Microsoft Excel, PowerPoint, Financial Planning

Education
San Diego State University-California State University   1997 — 2000
Bachelor of Science (BS), Business

Ronald Scott Pyle Myrtle Beach Ronald Scott Pyle Myrtle Beach Myrtle Beach, South Carolina Details
Ronald Scott Pyle Myrtle Beach's Merrill Lynch Experience August 1992 - February 1997
Job President, Accredited Asset Management Specialist (SM) at Pyle Financial Services, Inc., Financial Advisor
Industry Financial Services
Experience
Pyle Financial Services, Inc.   November 2013 - Present
Pyle Wealth Management of Raymond James   November 2008 - November 2013
Pyle Cunningham Wealth Management of Wachovia Securities, LLC.   June 2002 - November 2008
Morgan Stanley  February 1997 - June 2002
Merrill Lynch   August 1992 - February 1997

Skills
Strategic Financial..., Investments, Retirement Planning, Securities, Series 7, Retirement, Equities, Wealth Management, Asset Allocation, Small Business, Wealth, Financial Advisory, Finance, Financial Modeling, Life Insurance, Mutual Funds, 401k, Banking, Valuation, Insurance, Financial Analysis, Hedge Funds, Alternative Investments, Portfolio Management, Management, Series 63, Bonds, Asset Management, Investment Advisory, Risk Management, Private Equity, Due Diligence, Financial Services, Estate Planning, Capital Markets, Credit, Loans, Mortgage Lending, Investment Banking, Investment Strategies, Financial Risk, Financial Planning

Education
Sam Houston State University   1984 — 1989
BBA, Finance

Karen Fogarty Karen Fogarty Greater New York City Area Details
Karen Fogarty's Merrill Lynch Experience December 2000 - June 2005
Job Senior Vice President Supplier Risk Management at Citi
Industry Financial Services
Experience
Citi  December 2012 - Present
Intrinsic Partners   January 2012 - December 2012
Enterprise Solution Providers  October 2007 - January 2012
Randstad  May 2006 - October 2007
Velankani  2005 - 2006
Merrill Lynch   December 2000 - June 2005
Fleet Bank  September 1986 - December 2000

Skills
Vendor Management, identity and access..., program management, project management, documentation..., Business Analysis, global payroll, trust administration, Private Banking, Program Management, Project Management, Documentations, Business Process, Payroll, Process Improvement, SDLC, Business Process..., Governance, Requirements Gathering, Consulting, Financial Services, Management, Risk Management

Education
Salve Regina University   1980 — 1984
MS, Health Care Adminstration

Barrington College   1972 — 1976
BS, Medical Technology

Alex Mendez Alex Mendez San Francisco Bay Area Details
Alex Mendez's Merrill Lynch Experience March 2006 - August 2006
Job Manager of Portfolio Management at Karum
Industry Financial Services
Experience
Karum   November 2014 - Present
Karum   May 2013 - Present
Karum   June 2011 - May 2013
Wells Fargo Bank  January 2010 - June 2011
Mellon Capital Management  August 2008 - January 2010
Transfer School of Language   August 2007 - April 2008
Merrill Lynch   March 2006 - August 2006

Skills
ROI Management, ROI Optimization, Strategic Financial..., Financial Modeling, Spanish, IRR, Debt & Equity Capital..., Finance, Financial Analysis, Cash Flow Forecasting, Portfolio Management, Emerging Markets, Credit, Credit Analysis, Credit Risk, Corporate Finance, Investments, Forecasting, ROI Strategies, Cash Flow, Portfolio Assessment, Portfolio Performance..., Loan Origination, Management Consulting, Data Mining, Presentation Skills, Financial Services, Real Estate Financing, Real Estate, Customer Relations, Customer Service, Project Management, POS, Small Business..., Strategy Implementation, KPI Dashboards, KPI Implementation, KPI Reports

Education
San Diego State University-California State University   2004 — 2007
Bachelors, Finance

Salinas High

Chris Schutte Chris Schutte Greater New York City Area Details
Chris Schutte's Merrill Lynch Experience March 2012 - May 2013
Job Dealer Relations Manager at Collectors Cafe
Industry Marketing and Advertising
Experience
Collectors Cafe   July 2013 - Present
Merrill Lynch   March 2012 - May 2013
AmeriMerchant  June 2011 - March 2012
939 Coast Management Association   July 2006 - July 2009
WordSmart Corporation  September 2004 - June 2006
Conseco Finance / First NLC Finance   March 2002 - August 2004
J.J. Windshields   February 2000 - March 2002

Skills
Credit, Loans, Sales, Mortgage Lending, Financial Analysis, Management, Finance, Investments, Financial Modeling, Leadership, Microsoft Office

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2011
B.S., Business Administraton

San Diego Mesa College   2006 — 2009
Business Administration

Jordan Genato Jordan Genato Greater Los Angeles Area Details
Jordan Genato's Merrill Lynch Experience April 1985 - February 1987
Job Asst. Controller at En Pointe Technologies
Industry Computer Networking
Experience
En Pointe Technologies  February 1989 - Present
Maxicare Home Health   February 1987 - March 1989
Merrill Lynch   April 1985 - February 1987

Skills
Accounting, Auditing, Accounts Payable, General Ledger, Management, Sarbanes-Oxley Act, Microsoft Excel, SAP FI, Outlook, Multi-State Sales Tax, Treasury Management

Education
San Beda College   1979 — 1983
BS, accounting

Breese Powell Breese Powell Greater New York City Area Details
Breese Powell's Merrill Lynch Experience August 2008 - December 2008
Job Territory Sales Manager at Nixon Medical
Industry Hospital & Health Care
Experience
Nixon Medical  January 2009 - Present
Merrill Lynch   August 2008 - December 2008
sanofi-aventis  January 1999 - April 2008
Lanier Worldwide  March 1998 - December 1998
Circuit City  July 1996 - March 1998

Education
Sam Houston State University   1990 — 1994
BS, Pre-Law Political Science

Brian Sugrowe Brian Sugrowe Baltimore, Maryland Area Details
Brian Sugrowe's Merrill Lynch Experience 2011 - 2012
Job Financial Sales Executive at IBM Global Finance
Industry Financial Services
Experience
IBM Global Finance  November 2013 - Present
Merrill Lynch   2011 - 2012
Morgan Stanley Wealth Management  2009 - 2011
Bi-Coastal Financial Services, LLC   February 2009 - December 2009
De Lage Landen  March 2008 - December 2008
GE Commercial Finance  March 2006 - October 2007
GE Healthcare Finance   June 2000 - February 2006
Associates First Capital  May 1997 - May 2000
Associates First Capital  October 1995 - April 1997

Skills
Finance, Portfolio Management, Capital Markets, Strategy, Structured Finance, Negotiation, Financial Analysis, Loans, Financial Services, Investments, Management, Leadership, Business Development, Mergers & Acquisitions, Financial Modeling

Education
San Diego State University-California State University
BS, Finance, Mathematics

University of Southern California - Marshall School of Business
MBA, Corporate Finance

Jason Kaptchinskie Jason Kaptchinskie Houston, Texas Area Details
Jason Kaptchinskie's Merrill Lynch Experience August 2004 - Present
Job Assistant Vice President at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch   August 2004 - Present

Education
Sam Houston State University   1992 — 1996
BBA, General Business, Accounting

Dawn M Jefferson Dawn M Jefferson Las Vegas, Nevada Area Details
Dawn M Jefferson's Merrill Lynch Experience March 1999 - February 2009
Job District Leader/Recruiter
Industry Financial Services
Experience
Primerica Financial Services  September 2009 - Present
Merrill Lynch   March 1999 - February 2009

Skills
Retirement Planning, Team Building, Insurance

Education
San Diego State University-California State University   1994 — 1998
Bachelor of Science, Business Administration ~ Management

Tray Parks Tray Parks Bryan/College Station, Texas Area Details
Tray Parks's Merrill Lynch Experience TeacherBryan I.S.DJanuary 1997 - May 1999
Job Certified Financial Planner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   TeacherBryan I.S.DJanuary 1997 - May 1999

Education
Sam Houston State University
BA

Deborah R. Daily Deborah R. Daily San Antonio, Texas Details
Deborah R. Daily's Merrill Lynch Experience January 1981 - May 1983
Job Certified Signing Agent, Title Search, Curative Specialist
Industry Real Estate
Experience
D R Daily LLC   February 2013 - Present
Saye Energy   February 2010 - 2013
Shorthorn Resources   January 2005 - 2009
Ensource   January 2000 - January 2005
Columbia Energy Services  January 1998 - January 2000
The Eastern Group   January 1996 - January 1999
Norstar Energy L.P.   January 1993 - January 1996
Texas-Ohio Gas Company   January 1990 - January 1993
Wachovia Securities, LLC  June 1983 - November 1987
Merrill Lynch   January 1981 - May 1983

Skills
Natural Gas, Energy, Energy Industry, Petroleum, Pipelines, Gas, Upstream, Oil/Gas, Minerals, Due Diligence, Contract Negotiation, Leases, Mineral Rights, Onshore, Title Opinions, Notary Public, Texas Notary, Loan Servicing, Home Equity Loans, Business Development, loan, Real Estate Transactions, Real Estate, Trust Services

Education
Sam Houston State University

John Chism John Chism Greater Philadelphia Area Details
John Chism's Merrill Lynch Experience February 2001 - December 2010
Job Inflow CoWorker
Industry Retail
Experience
IKEA Group  July 2013 - Present
Merrill Lynch   February 2001 - December 2010

Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Uniform Combined State..., Securities, Asset Allocation, ETFs, Series 65, FINRA, Separately Managed..., Banking, Hedge Funds, Series 24, Financial Analysis, Wealth Management, Investment Advisory, Investment Strategies, Equities, Fixed Income

Education
Sam Houston State University   1994 — 1996
BA, History

Diane Flemming Diane Flemming Houston, Texas Details
Diane Flemming's Merrill Lynch Experience July 1985 - 1991
Job Financial Advisor, RJFS at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  2005 - Present
Champion Forest Financial Advisors   2005 - Present
A. G. Edwards & Sons, Inc.   1998 - 2005
The Principal Financial Group /Eppler, Guerin & Turner, Inc.   1991 - January 1998
Merrill Lynch   July 1985 - 1991

Skills
Retirement, Strategic Financial..., FINRA Series 7 General..., Series 63 Uniform State..., Series 65 Uniform..., Registered in Texas,..., "Woman of Excellence"..., Financial Planning, Long-Term Care Insurance, General Lines Life,..., Fixed and Variable...

Education
Sam Houston State University
Bachelor of Business Administration (BBA), Business

Efren Cleofe Efren Cleofe Greater New York City Area Details
Efren Cleofe's Merrill Lynch Experience March 2008 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2008 - Present
Goldman Sachs  November 2004 - March 2008
UBS Wealth Management  October 1992 - December 2003
Shearson Lehman Hutton  May 1988 - October 1992

Skills
Series 7, FINRA, Securities, Series 63, Series 24, Equities, Fixed Income, Mutual Funds, Financial Services, Hedge Funds, Investments, Risk Management, Series 65, Banking, Series 8, Series 3, Investment Advisory..., Alternative Investments, Equity Derivatives, Supervisory Management, Global Operations, Regulatory Compliance, Wealth Management, Capital Markets

Education
San Beda College   1978 — 1982
BA, Economics, 3.6

Andrew B. Cundiff Andrew B. Cundiff Birmingham, Alabama Details
Andrew B. Cundiff's Merrill Lynch Experience August 1995 - November 2008
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS  November 2008 - Present
Merrill Lynch   August 1995 - November 2008

Education
University of Alabama at Birmingham   1996 — 1997
MBA, Finance

Samford University   1991 — 1995
BS, Business - Management

Brent Jacobs Brent Jacobs Greater Nashville Area Details
Brent Jacobs's Merrill Lynch Experience 2004 - 2006
Job Director, Acquisitions and Development
Industry Hospital & Health Care
Experience
Surgery Partners, LLC  August 2012 - Present
PwC  September 2006 - August 2012
Merrill Lynch   2004 - 2006

Skills
Financial Analysis, Financial Reporting, Auditing, Internal Controls, Accounting, Strategic Planning, Financial Modeling, Sarbanes-Oxley Act, Leadership, Process Improvement, CPA, US GAAP, SEC filings

Education
University of Florida   2013 — 2014
Master of Business Administration (MBA)

Samford University   2005 — 2006
Master of Accountancy (MACC)

Samford University   2002 — 2005
Bachelor of Business Administration (BBA), Accounting and Business/Management

Guy Hudman Guy Hudman Houston, Texas Area Details
Guy Hudman's Merrill Lynch Experience January 1998 - December 2005
Job Retirement Planning and Wealth Management
Industry Financial Services
Experience
LPL Financial  July 2009 - Present
UBS Wealth Management  December 2005 - July 2009
Merrill Lynch   January 1998 - December 2005

Skills
Business Development, Strategic Planning, Negotiation, Securities, Entrepreneurship, Retirement Planning, Investments, FINRA, Mergers & Acquisitions, Small Business, Risk Management

Education
Sam Houston State University

christina skillern christina skillern Greater San Diego Area Details
christina skillern's Merrill Lynch Experience 1994 - 2000
Job self at Self Emplyoed
Industry Internet
Experience
- Self Emplyoed  May 2011 - Present
Merrill Lynch   1994 - 2000

Education
San Diego State University-California State University   1988 — 1994
Bachelor of Applied Science (B.A.Sc.), Economics

Kassie Ricks Kassie Ricks Greater Salt Lake City Area Details
Kassie Ricks's Merrill Lynch Experience March 1997 - June 2002
Job Payroll at G&A Partners
Industry Human Resources
Experience
G&A Partners  September 2009 - Present
ADP  August 2002 - September 2009
Merrill Lynch   March 1997 - June 2002

Skills
Benefits Administration, HRIS, Employee Benefits, ADP Payroll, Human Resources, Payroll, Employee Relations, Onboarding, Training, HR Policies

Education
University of Phoenix-Colorado Campus
Business/e-Business

Barnes Business College
Business

Salt Lake Community College
Cosmetology, Barber/Styling, and Nail Instructor

Sally Snider Sally Snider Greater Atlanta Area Details
Sally Snider's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2014 - Present
Avnet  June 2013 - June 2014
Avnet Infrastructure Solutions  June 2013 - June 2014
TEDxSamfordU   January 2011 - April 2012
MOMENTUM  June 2011 - August 2011
Alabama Symphony Orchestra  February 2011 - May 2011
Peachtree Corners Baptist Church Music Ministry   May 2010 - August 2010

Skills
Microsoft Office, Leadership, Marketing, Business Planning, E-commerce, Sales, Account Management, Social Media, Customer Service, Marketing Strategy, Microsoft Excel, Team Leadership, PowerPoint, Social Media Marketing

Education
Samford University   2009 — 2013
Brock Scholars, Business and Music

Samford University   2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General

Jason Touchstone Jason Touchstone Houston, Texas Area Details
Jason Touchstone's Merrill Lynch Experience January 2011 - January 2012
Job Financial Advisor at J.P. Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co.   November 2014 - Present
J.P. Morgan Chase   January 2012 - October 2014
Merrill Lynch   January 2011 - January 2012
Silverleaf Resorts  June 2008 - October 2010
Destination Enterprises  January 2007 - August 2008

Skills
Wealth Management, Mortgage Lending, Insurance, Asset Allocation, Banking, Credit, Credit Analysis, Customer Service, Financial Analysis, Investment Advisory, Investment Strategies, Investments, Loans, Portfolio Management, Retirement Planning, Series 7, Equities, Leadership, Employee Benefits, Mutual Funds, Retail Banking, Sales

Education
Sam Houston State University   2005 — 2010
BS, General Business Administration

Austin Palmer Austin Palmer Houston, Texas Area Details
Austin Palmer's Merrill Lynch Experience December 2006 - January 2007
Job
Industry
Experience
Appalachian Trail  March 2011 - October 2011
St. Lukes After School Care   August 2010 - March 2011
Images Photography and Trophies   August 2009 - March 2011
YMCA  May 2010 - August 2010
YMCA  May 2009 - August 2009
Merrill Lynch   December 2006 - January 2007

Education
Sam Houston State University   2007 — 2010
Bachelor of Science, Criminal Justice

Craig Kirby Craig Kirby Birmingham, Alabama Details
Craig Kirby's Merrill Lynch Experience August 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2007 - Present
A.G. Edwards   June 1997 - July 2007

Skills
Strategic Financial..., Financial Analysis, Financial Markets, Sales, Risk Assessment, Investment Management, Investments, Certified Financial..., Wealth Management, Finance

Education
Samford University   1992 — 1994
Masters of Business Administration

University of Alabama   1986 — 1988
Bachelor of Science (B.S.), Business/Commerce, General

Allison Stahl Allison Stahl United States Details
Allison Stahl's Merrill Lynch Experience
Job
Industry Financial Services
Experience
MERRILL LYNCH  

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
SDSU   1993 — 1996
Bachelor of Science (BS), CRIMINAL JUSTICE

San Diego Mesa College   1989 — 1992
Associate of Arts (AA)/ Fashion Design Cerificate, general/fashion

Cameron Wagner Cameron Wagner Woodburn, Oregon Details
Cameron Wagner's Merrill Lynch Experience August 2013 - December 2013
Job Personal Banker at Chase
Industry Banking
Experience
Chase  October 2014 - Present
First Tech Federal Credit Union  April 2014 - August 2014
Merrill Lynch   August 2013 - December 2013
KeyBank  September 2010 - August 2013
DDN Services   October 2006 - October 2009

Skills
Management, Compliance, Sales Management, Microsoft Word, Microsoft Excel, Microsoft Office, Efficiency, Customer Satisfaction, Customer Retention, Computers, Data Entry, Problem Solving, Proofreading, 10 Key, Phone Etiquette, Internet, IT Solutions, Analytics, Operations Management, Sales Operations, Physical Security, General Ledger, Lead Generation, Employee Training

Education
Salt Lake Community College   2008 — 2010
Associate of Science (A.S.), Business/Managerial Economics, 3.4

Bryan Banta Bryan Banta Pompano Beach, Florida Details
Bryan Banta's Merrill Lynch Experience August 2007 - June 2014
Job Owner B & B Pools, Inc.
Industry Consumer Services
Experience
B & B Pools, Inc.   July 2014 - Present
Merrill Lynch   August 2007 - June 2014
Cross Consulting, Inc.   May 2002 - June 2014
All Sports Training   October 2002 - August 2007

Skills
Customer Service, Small Business, Marketing, Management, Leadership, Sales

Education
Samford University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

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