Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch March 2011 - September 2011
Education
Sam Houston State University 2007 — 2011
Bachelor of Science, Criminal Justice
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
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
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
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
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
UBS November 2008 - Present
Merrill Lynch June 2000 - November 2008
Education
Samford University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch October 2002 - Present
Education
The Ohio State University 1999 — 2001
Salt Lake Community College 1997 — 1999
Associates, General
Upper Arlington High School
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch August 2004 - Present
Education
Sam Houston State University 1992 — 1996
BBA, General Business, Accounting
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
Merrill Lynch TeacherBryan I.S.DJanuary 1997 - May 1999
Education
Sam Houston State University
BA
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
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
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
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
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
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
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
- 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
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
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
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
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
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
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
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
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