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
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.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Ina Mancheva Ina Mancheva's Merrill Lynch Experience August 2014 - October 2014
Job Vice President at US Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust October 2014 - Present
Merrill Lynch August 2014 - October 2014
Merrill Lynch November 2012 - 2014
EDWARD JONES INVESTMENTS April 2010 - November 2012
Bank of America October 2008 - April 2010
Citibank 2006 - 2008
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Life Insurance, Retirement, Fixed Annuities, Insurance, Long-term Care, Financial Goals, 401k Rollovers, IRAs, College Savings Plans, Roth IRA, Wealth Accumulation, Tax Free Income, Strategic Financial..., Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Financial Planners, 529 Plans, Securities, Equities, 401k, series 66, Yacht financing, Aviation financing, Commercial real estate..., 1031 Exchanges, Construction Loans, Trust Services
Education
University of San Diego
BA, Liberal Arts; English & Literature
San Diego State University-California State University
Executive Financial Planning Program
U.S. Trust October 2014 - Present
Merrill Lynch August 2014 - October 2014
Merrill Lynch November 2012 - 2014
EDWARD JONES INVESTMENTS April 2010 - November 2012
Bank of America October 2008 - April 2010
Citibank 2006 - 2008
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Life Insurance, Retirement, Fixed Annuities, Insurance, Long-term Care, Financial Goals, 401k Rollovers, IRAs, College Savings Plans, Roth IRA, Wealth Accumulation, Tax Free Income, Strategic Financial..., Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Financial Planners, 529 Plans, Securities, Equities, 401k, series 66, Yacht financing, Aviation financing, Commercial real estate..., 1031 Exchanges, Construction Loans, Trust Services
Education
University of San Diego
BA, Liberal Arts; English & Literature
San Diego State University-California State University
Executive Financial Planning Program
Sofia Toscano Sofia Toscano's Merrill Lynch Experience February 2005 - October 2006
Job
Industry Government Administration
Experience
City of San José December 2014 - Present
Stanford University June 2014 - October 2014
PwC October 2008 - October 2013
Alliance Bancorp October 2006 - May 2007
Merrill Lynch February 2005 - October 2006
Skills
Auditing, Windows 2000, Basics of Unix, Mac OS, Crystal Reports, Informatica..., Norton Internet Security, MS Project, Microsoft Office, Bugzilla, Oracle Applications, Microsoft SQL Server, Lotus Notes, MySQL, QuickBooks, DataTrac, Calyx Point, Records Management, Oracle HR, Software Documentation, Microsoft Excel, Training, Outlook, System Administration, Customer Service, Management, Program Management
Education
San Joaquin Valley College-Fresno 1999 — 2001
Bachelor of Applied Science (BASc)
City of San José December 2014 - Present
Stanford University June 2014 - October 2014
PwC October 2008 - October 2013
Alliance Bancorp October 2006 - May 2007
Merrill Lynch February 2005 - October 2006
Skills
Auditing, Windows 2000, Basics of Unix, Mac OS, Crystal Reports, Informatica..., Norton Internet Security, MS Project, Microsoft Office, Bugzilla, Oracle Applications, Microsoft SQL Server, Lotus Notes, MySQL, QuickBooks, DataTrac, Calyx Point, Records Management, Oracle HR, Software Documentation, Microsoft Excel, Training, Outlook, System Administration, Customer Service, Management, Program Management
Education
San Joaquin Valley College-Fresno 1999 — 2001
Bachelor of Applied Science (BASc)
Jane Edmondson Jane Edmondson's Merrill Lynch Experience October 1991 - March 1996
Job Founder and CEO at EQM Capital LLC
Industry Investment Management
Experience
EQM Capital LLC January 2013 - Present
Investments4Impact October 2014 - Present
Allianz Global Investors Capital April 1996 - October 2012
Nicholas-Applegate Capital Management 2000 - 2006
Merrill Lynch October 1991 - March 1996
Skills
Portfolio Management, Impact Investing, Investments, Asset Allocation, Bloomberg, Investment Management, Asset Management, Equities, Investment Strategies, Hedge Funds, Finance, Wealth Management, Financial Advisory, Mutual Funds, Quantitative Finance, Securities, Equity Research, Stock Picking, Series 7, Series 63, ETFs, Fixed Income, Quantitative Analytics, Factset, Quantitative Research, Statistical Modeling, SAS, Monte Carlo Simulation, Mid Cap, Large Cap, Portfolio Optimization, Real Estate, Thomson MQA, Series 66, Micro Cap, Small Cap, Report Writing, Web Content, White Papers
Education
San Diego State University-California State University 1998 — 2001
MBA, Finance
University of California, Irvine 1984 — 1988
Bachelor of Arts (BA)
EQM Capital LLC January 2013 - Present
Investments4Impact October 2014 - Present
Allianz Global Investors Capital April 1996 - October 2012
Nicholas-Applegate Capital Management 2000 - 2006
Merrill Lynch October 1991 - March 1996
Skills
Portfolio Management, Impact Investing, Investments, Asset Allocation, Bloomberg, Investment Management, Asset Management, Equities, Investment Strategies, Hedge Funds, Finance, Wealth Management, Financial Advisory, Mutual Funds, Quantitative Finance, Securities, Equity Research, Stock Picking, Series 7, Series 63, ETFs, Fixed Income, Quantitative Analytics, Factset, Quantitative Research, Statistical Modeling, SAS, Monte Carlo Simulation, Mid Cap, Large Cap, Portfolio Optimization, Real Estate, Thomson MQA, Series 66, Micro Cap, Small Cap, Report Writing, Web Content, White Papers
Education
San Diego State University-California State University 1998 — 2001
MBA, Finance
University of California, Irvine 1984 — 1988
Bachelor of Arts (BA)
Maxwell Helmer Maxwell Helmer's Merrill Lynch Experience May 2008 - September 2008
Job Account Development Manager at Tealium
Industry Marketing and Advertising
Experience
Tealium January 2015 - Present
SinCity CrossFit South July 2012 - September 2014
SinCity CrossFit South July 2012 - August 2014
Eckard Investment Services 2008 - 2009
Merrill Lynch May 2008 - September 2008
Skills
Sales, Management, Account Management, Marketing, Business Development, SaaS, Digital Marketing, New Business Development, Sales Management, Small Business, Manage Client..., Building Relationships, Entrepreneurship, Public Speaking, Investments, Financial Analysis, Investment Strategies, Asset Management, Customer Service, Leadership, Social Networking, Team Leadership, CRM
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Science, Business Management
megan nordman
Tealium January 2015 - Present
SinCity CrossFit South July 2012 - September 2014
SinCity CrossFit South July 2012 - August 2014
Eckard Investment Services 2008 - 2009
Merrill Lynch May 2008 - September 2008
Skills
Sales, Management, Account Management, Marketing, Business Development, SaaS, Digital Marketing, New Business Development, Sales Management, Small Business, Manage Client..., Building Relationships, Entrepreneurship, Public Speaking, Investments, Financial Analysis, Investment Strategies, Asset Management, Customer Service, Leadership, Social Networking, Team Leadership, CRM
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Science, Business Management
megan nordman
Jennifer Villarreal Jennifer Villarreal's Merrill Lynch Experience July 2006 - August 2007
Job Administrative Assistant to the President, San Francisco State University
Industry Higher Education
Experience
San Francisco State University September 2007 - Present
Merrill Lynch July 2006 - August 2007
Huron Consulting Group June 2002 - June 2006
Arthur Andersen LLP June 2000 - May 2002
Student Outreach Services, San Francisco State University October 1992 - May 2000
Skills
Fundraising, Consulting, Higher Education, Project Management, Leadership, Public Speaking, Microsoft Office, Non-profits, Customer Service, Administrative..., Event Planning, Research, Microsoft Excel, Nonprofits, PowerPoint, Program Development, Community Outreach
Education
San Francisco State University 1997 — 1999
BA, Asian American Studies
San Francisco State University 1992 — 1997
BA, Speech & Communication Studies, Concentration in Intercultural Communication
San Francisco State University September 2007 - Present
Merrill Lynch July 2006 - August 2007
Huron Consulting Group June 2002 - June 2006
Arthur Andersen LLP June 2000 - May 2002
Student Outreach Services, San Francisco State University October 1992 - May 2000
Skills
Fundraising, Consulting, Higher Education, Project Management, Leadership, Public Speaking, Microsoft Office, Non-profits, Customer Service, Administrative..., Event Planning, Research, Microsoft Excel, Nonprofits, PowerPoint, Program Development, Community Outreach
Education
San Francisco State University 1997 — 1999
BA, Asian American Studies
San Francisco State University 1992 — 1997
BA, Speech & Communication Studies, Concentration in Intercultural Communication
Travis Queypo Travis Queypo's Merrill Lynch Experience February 2014 - March 2015
Job Client Associate at Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch March 2015 - Present
Merrill Lynch February 2014 - March 2015
Bank of America June 2007 - February 2014
RadioShack April 2006 - May 2007
Big 5 Sporting Goods August 2003 - April 2006
Skills
Sales, Customer Service, Banking Relationships, Management, Finance, Cash Handling Experience
Education
San Francisco State University 2001 — 2003
Accounting
Bank of America Merrill Lynch March 2015 - Present
Merrill Lynch February 2014 - March 2015
Bank of America June 2007 - February 2014
RadioShack April 2006 - May 2007
Big 5 Sporting Goods August 2003 - April 2006
Skills
Sales, Customer Service, Banking Relationships, Management, Finance, Cash Handling Experience
Education
San Francisco State University 2001 — 2003
Accounting
Rebecca Nowak Rebecca Nowak's Merrill Lynch Experience 2006 - 2007
Job Senior Recruiting Specialist at CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC
Industry Financial Services
Experience
CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC September 2013 - Present
Medical Solutions, LLC (Formerly On Assignment) March 2011 - September 2013
LPL Financial 2007 - 2011
Merrill Lynch 2006 - 2007
Bank of America Investments 2005 - 2006
Skills
Account Management, Recruiting, Applicant Tracking..., Staffing Services, Cold Calling, Talent Acquisition, Contract Negotiation, Temporary Staffing, Sales, Customer Service, New Business Development, Risk Management, Series 7, Management, Sales Process, Sales Management, Salesforce.com, Technical Recruiting, Investments, Finance, Financial Services, Banking
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC September 2013 - Present
Medical Solutions, LLC (Formerly On Assignment) March 2011 - September 2013
LPL Financial 2007 - 2011
Merrill Lynch 2006 - 2007
Bank of America Investments 2005 - 2006
Skills
Account Management, Recruiting, Applicant Tracking..., Staffing Services, Cold Calling, Talent Acquisition, Contract Negotiation, Temporary Staffing, Sales, Customer Service, New Business Development, Risk Management, Series 7, Management, Sales Process, Sales Management, Salesforce.com, Technical Recruiting, Investments, Finance, Financial Services, Banking
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
Dan Pentecost Dan Pentecost's Merrill Lynch Experience 1982 - 1997
Job at Sonus Rights Management, LLC and Pentecost Capital Management, Inc.
Industry Financial Services
Experience
Sonus Rights Management, LLC November 2009 - Present
Pentecost Capital Management, Inc. February 1997 - Present
Merrill Lynch 1982 - 1997
U.S. Air Force Reserve February 1982 - October 1989
U.S. Navy November 1965 - February 1978
Skills
Private Equity, Investments, Alternative Investments, Portfolio Management, Equities, Mergers, Mergers & Acquisitions, Management, DoD, Leadership, Risk Management, Strategic Planning, Asset Management, Navy, Defense, Strategic Financial..., Finance, Strategy, Financial Analysis, Analysis, Investment Management, Start-ups, Training, Hedge Funds, Financial Modeling, Series 7, Wealth Management, Corporate Finance, Venture Capital, Investment Advisory, Business Planning, Due Diligence, Valuation, Investment Strategies, Capital Markets, Corporate Development, Asset Allocation, Securities, Investment Banking, Financial Services, Mutual Funds, Fixed Income, Financial Markets, Derivatives, Retirement Planning, Trading, Strategic Consulting, Organizational..., Inventory Management, Equity Research
Education
San Diego State University-California State University 1975 — 1976
B.A., Mathematics
Naval Air Training Command 1965 — 1967
Designated Naval Aviator, Jet Pilot
University of Oklahoma 1962 — 1965
Aeronautical Engineering
University of Tulsa 1961 — 1962
Mechanical Engineering
Sonus Rights Management, LLC November 2009 - Present
Pentecost Capital Management, Inc. February 1997 - Present
Merrill Lynch 1982 - 1997
U.S. Air Force Reserve February 1982 - October 1989
U.S. Navy November 1965 - February 1978
Skills
Private Equity, Investments, Alternative Investments, Portfolio Management, Equities, Mergers, Mergers & Acquisitions, Management, DoD, Leadership, Risk Management, Strategic Planning, Asset Management, Navy, Defense, Strategic Financial..., Finance, Strategy, Financial Analysis, Analysis, Investment Management, Start-ups, Training, Hedge Funds, Financial Modeling, Series 7, Wealth Management, Corporate Finance, Venture Capital, Investment Advisory, Business Planning, Due Diligence, Valuation, Investment Strategies, Capital Markets, Corporate Development, Asset Allocation, Securities, Investment Banking, Financial Services, Mutual Funds, Fixed Income, Financial Markets, Derivatives, Retirement Planning, Trading, Strategic Consulting, Organizational..., Inventory Management, Equity Research
Education
San Diego State University-California State University 1975 — 1976
B.A., Mathematics
Naval Air Training Command 1965 — 1967
Designated Naval Aviator, Jet Pilot
University of Oklahoma 1962 — 1965
Aeronautical Engineering
University of Tulsa 1961 — 1962
Mechanical Engineering
Kevin Jaggie Kevin Jaggie's Merrill Lynch Experience 1995 - 2009
Job Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2009 - Present
Merrill Lynch 1995 - 2009
Skills
Securities, Retirement Planning, Investments, Asset Allocation, Wealth Preservation...
Education
San Diego State University-California State University
BS, Finance
Wells Fargo Advisors, LLC April 2009 - Present
Merrill Lynch 1995 - 2009
Skills
Securities, Retirement Planning, Investments, Asset Allocation, Wealth Preservation...
Education
San Diego State University-California State University
BS, Finance
Michael Fernandez's Merrill Lynch Experience January 2010 - May 2010
Job Director, Business Development SoFi
Industry Financial Services
Experience
SoFi September 2015 - Present
Salesforce July 2013 - September 2015
Forward July 2011 - July 2013
La Jolla Cove Investors June 2010 - June 2011
Merrill Lynch January 2010 - May 2010
Apple Inc. August 2008 - January 2010
Venables Bell and Partners January 2008 - May 2008
Skills
Salesforce.com, Marketing, Investments, Sales, Business Development, Customer Service, Financial Analysis, Finance, Start-ups, Microsoft Excel, Social Media, Portfolio Management, Management, Analytics, Sales Management, Market Research, Microsoft Office, Mutual Funds, Email Marketing, Financial Services, Alternative Investments, Sales Operations, Due Diligence, Social Networking, Financial Modeling, Asset Allocation, Advertising, Valuation, Investment Strategies, Hedge Funds, Data Analysis, Research, Asset Management, SaaS, RIA Database, Wealth Desktop, Capital IQ
Education
San Francisco State University 2007 — 2010
BS, Business - Corporate Finance
SoFi September 2015 - Present
Salesforce July 2013 - September 2015
Forward July 2011 - July 2013
La Jolla Cove Investors June 2010 - June 2011
Merrill Lynch January 2010 - May 2010
Apple Inc. August 2008 - January 2010
Venables Bell and Partners January 2008 - May 2008
Skills
Salesforce.com, Marketing, Investments, Sales, Business Development, Customer Service, Financial Analysis, Finance, Start-ups, Microsoft Excel, Social Media, Portfolio Management, Management, Analytics, Sales Management, Market Research, Microsoft Office, Mutual Funds, Email Marketing, Financial Services, Alternative Investments, Sales Operations, Due Diligence, Social Networking, Financial Modeling, Asset Allocation, Advertising, Valuation, Investment Strategies, Hedge Funds, Data Analysis, Research, Asset Management, SaaS, RIA Database, Wealth Desktop, Capital IQ
Education
San Francisco State University 2007 — 2010
BS, Business - Corporate Finance
Christopher McGuirk Christopher McGuirk's Merrill Lynch Experience February 2011 - May 2011
Job Senior Analyst, Reporting and Analytics at Levi Strauss & Co.
Industry Apparel & Fashion
Experience
Levi Strauss & Co. March 2015 - Present
Levi Strauss & Co. March 2014 - March 2015
Levi Strauss & Co. March 2013 - March 2014
Comcast SportsNet August 2011 - March 2013
Axis Appraisal Management Solutions, Inc. August 2011 - December 2011
Merrill Lynch February 2011 - May 2011
Bleacher Report December 2010 - April 2011
Delta Sigma Pi - Iota Pi Chapter August 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Excel, Tableau
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance
De La Salle High School 2003 — 2007
Levi Strauss & Co. March 2015 - Present
Levi Strauss & Co. March 2014 - March 2015
Levi Strauss & Co. March 2013 - March 2014
Comcast SportsNet August 2011 - March 2013
Axis Appraisal Management Solutions, Inc. August 2011 - December 2011
Merrill Lynch February 2011 - May 2011
Bleacher Report December 2010 - April 2011
Delta Sigma Pi - Iota Pi Chapter August 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Excel, Tableau
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance
De La Salle High School 2003 — 2007
Doug Sundstrom's Merrill Lynch Experience 2000 - 2006
Job Principal at Banyan Road Capital
Industry Commercial Real Estate
Experience
Banyan Road Capital November 2013 - Present
Wells Fargo September 2006 - November 2013
Merrill Lynch 2000 - 2006
The Corky McMillin Companies 1996 - 1998
Skills
Investment Properties, Commercial Real Estate, Real Estate Transactions, Real Estate Economics, Asset Management, Dispositions, Real Estate Investment..., Property Management, Contract Negotiation, Value Creation, Investment Advisory, Wealth Management, Financial Analysis, Investors, Real Estate Partnerships, Cash Flow Management, Portfolio Management, Acquisitions, Real Estate Financing, Strategic Planning, Private Placements, Capital Markets, Corporate Real Estate, Location Intelligence, Alternative Investments, Structured Finance, Management, Business Planning, Tenant, Entrepreneurship, Private Equity, Distressed Properties, Leadership, Value Investing, Investment Returns, Team Leadership
Education
San Diego State University-California State University
Bachelor's Degree, Real Estate / Finance
University of Pennsylvania - The Wharton School
Financial Advisors Leadership Program - Executive Education
Banyan Road Capital November 2013 - Present
Wells Fargo September 2006 - November 2013
Merrill Lynch 2000 - 2006
The Corky McMillin Companies 1996 - 1998
Skills
Investment Properties, Commercial Real Estate, Real Estate Transactions, Real Estate Economics, Asset Management, Dispositions, Real Estate Investment..., Property Management, Contract Negotiation, Value Creation, Investment Advisory, Wealth Management, Financial Analysis, Investors, Real Estate Partnerships, Cash Flow Management, Portfolio Management, Acquisitions, Real Estate Financing, Strategic Planning, Private Placements, Capital Markets, Corporate Real Estate, Location Intelligence, Alternative Investments, Structured Finance, Management, Business Planning, Tenant, Entrepreneurship, Private Equity, Distressed Properties, Leadership, Value Investing, Investment Returns, Team Leadership
Education
San Diego State University-California State University
Bachelor's Degree, Real Estate / Finance
University of Pennsylvania - The Wharton School
Financial Advisors Leadership Program - Executive Education
Stephen Finlayson Stephen Finlayson's Merrill Lynch Experience February 2011 - May 2011
Job Sr. Analyst, Supply Chain Finance at UTC Aerospace Systems
Industry Aviation & Aerospace
Experience
UTC Aerospace Systems July 2015 - Present
UTC Aerospace Systems January 2012 - July 2015
Merrill Lynch February 2011 - May 2011
The Daily Aztec February 2010 - December 2010
The Society for Financial Awareness June 2010 - September 2010
Asian Business Association of San Diego June 2010 - September 2010
Skills
Microsoft Excel, Financial Analysis, SAP, Analysis, Program Management, Budgets, PowerPoint, Microsoft Office, Financial Modeling, Financial Reporting
Education
San Diego State University-California State University
Bachelor of Science, Finance
UTC Aerospace Systems July 2015 - Present
UTC Aerospace Systems January 2012 - July 2015
Merrill Lynch February 2011 - May 2011
The Daily Aztec February 2010 - December 2010
The Society for Financial Awareness June 2010 - September 2010
Asian Business Association of San Diego June 2010 - September 2010
Skills
Microsoft Excel, Financial Analysis, SAP, Analysis, Program Management, Budgets, PowerPoint, Microsoft Office, Financial Modeling, Financial Reporting
Education
San Diego State University-California State University
Bachelor of Science, Finance
Shane Rogers's Merrill Lynch Experience October 2003 - September 2006
Job Employee Benefits and Retirement Plan Consultant
Industry Financial Services
Experience
Rogers & Young Insurance Services September 2006 - Present
Merrill Lynch October 2003 - September 2006
Citigroup March 1997 - October 2003
Skills
Employee Benefits, 401k, Retirement Plan..., Outsourced HR Services, Human Capital, Health Care Reform, Strategic Planning, Employee Engagement, Employee Wellness, Group Medical, Dental Insurance, Vision Insurance, Disability Insurance, Long-Term Disability, Group Life, Term Life Insurance, Health Savings Accounts, COBRA, FSA, FMLA, Health Benefits..., Long-term Care, Health Insurance, Life Insurance, Customer Service, Insurance, Retirement Planning, Retirement, Leadership, Wealth Management, Management
Education
San Diego State University-California State University 1992 — 1997
Bachelor of Science, Finance
Piner High School 1989 — 1992
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.83
Rogers & Young Insurance Services September 2006 - Present
Merrill Lynch October 2003 - September 2006
Citigroup March 1997 - October 2003
Skills
Employee Benefits, 401k, Retirement Plan..., Outsourced HR Services, Human Capital, Health Care Reform, Strategic Planning, Employee Engagement, Employee Wellness, Group Medical, Dental Insurance, Vision Insurance, Disability Insurance, Long-Term Disability, Group Life, Term Life Insurance, Health Savings Accounts, COBRA, FSA, FMLA, Health Benefits..., Long-term Care, Health Insurance, Life Insurance, Customer Service, Insurance, Retirement Planning, Retirement, Leadership, Wealth Management, Management
Education
San Diego State University-California State University 1992 — 1997
Bachelor of Science, Finance
Piner High School 1989 — 1992
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.83
Marianne Pfeifer Marianne Pfeifer's Merrill Lynch Experience 2000 - 2001
Job 360° Brand Strategist Content Management Mobile Media Entertainment Audience Acquisition
Industry Marketing and Advertising
Experience
mediaentourage LLC March 2003 - Present
Wentworth, Hauser, and Violich - Private Equity Firm January 2001 - April 2003
Merrill Lynch 2000 - 2001
ERNST & YOUNG Retail Advisory Group 1999 - 2000
San Francisco Opera April 1992 - September 1998
Katz Media Corporation Inc. / Katz Radio Group June 1992 - January 1995
Action Independent Pictures Inc., Feature film studio May 1990 - June 1992
McGraw-Hill Broadcasting Group Kero TV 23/CBS Affiliate May 1985 - May 1991
Skills
Entrepreneur, Start-ups, Strategic Consulting, Venture Development, Strategic Partnerships, Strategy Development, Creative Development, Brand Development, Media & Entertainment, Mobile Entertainment, Mobile, Monetization, Mobile Marketing, Mobile Content, Mobile Advertising, Digital Strategy, Digital Convergence, Digital Entertainment, Viral Marketing, Social Networking, Interactive Media, Creative Direction, Entrepreneurship, Strategy, Entertainment, Mobile Devices, Online Marketing, Marketing, Video, Analytics, Marketing Strategy, Advertising, SEO, Web Analytics, Online Advertising, Video Production, Digital Media, Content Strategy, Marketing Communications, Content Development, New Media, Web Video, Publishing, User Experience, Television, Mobile Strategy, Interactive Advertising, Content Management, Film, Brand Management
Education
San Francisco State University 2000 — 2003
Certificate, Digital Communication and Media/Multimedia
San Jose State University 1979 — 1981
Bachelor's Degree, School of Journalism and Mass Communication
mediaentourage LLC March 2003 - Present
Wentworth, Hauser, and Violich - Private Equity Firm January 2001 - April 2003
Merrill Lynch 2000 - 2001
ERNST & YOUNG Retail Advisory Group 1999 - 2000
San Francisco Opera April 1992 - September 1998
Katz Media Corporation Inc. / Katz Radio Group June 1992 - January 1995
Action Independent Pictures Inc., Feature film studio May 1990 - June 1992
McGraw-Hill Broadcasting Group Kero TV 23/CBS Affiliate May 1985 - May 1991
Skills
Entrepreneur, Start-ups, Strategic Consulting, Venture Development, Strategic Partnerships, Strategy Development, Creative Development, Brand Development, Media & Entertainment, Mobile Entertainment, Mobile, Monetization, Mobile Marketing, Mobile Content, Mobile Advertising, Digital Strategy, Digital Convergence, Digital Entertainment, Viral Marketing, Social Networking, Interactive Media, Creative Direction, Entrepreneurship, Strategy, Entertainment, Mobile Devices, Online Marketing, Marketing, Video, Analytics, Marketing Strategy, Advertising, SEO, Web Analytics, Online Advertising, Video Production, Digital Media, Content Strategy, Marketing Communications, Content Development, New Media, Web Video, Publishing, User Experience, Television, Mobile Strategy, Interactive Advertising, Content Management, Film, Brand Management
Education
San Francisco State University 2000 — 2003
Certificate, Digital Communication and Media/Multimedia
San Jose State University 1979 — 1981
Bachelor's Degree, School of Journalism and Mass Communication
Jenna Beltramo Stahlhut Jenna Beltramo Stahlhut's Merrill Lynch Experience September 2005 - December 2005
Job Bookkeeper at Local Restaurants
Industry Accounting
Experience
Local Restaurants September 2012 - Present
Loomis Group July 2010 - November 2012
Bite Communications June 2008 - August 2010
Art & Architecture Tour February 2008 - May 2008
Lieberman Productions October 2006 - February 2008
Merrill Lynch September 2005 - December 2005
Skills
Accounts Receivable, QuickBooks, Strategic Financial..., Corporate Communications, Time Management, Payroll, Forecasting, Microsoft Excel, Internal Controls, Account Reconciliation, Outlook, Cash Flow, Financial Accounting, Integrated Marketing, Microsoft Office, Financial Analysis, Financial Reporting, Microsoft Word, Financial Modeling, Fixed Assets, Analysis, General Ledger, Accounts Payable, Strategic Planning, Business Strategy, Great Plains Software, Bank Reconciliation, Budgets, Data Entry, Public Relations, Spreadsheets, Finance, Accounting
Education
University of San Francisco 2004 — 2006
B.S, Finance
San Diego State University-California State University 2002 — 2004
BS, Finance
Local Restaurants September 2012 - Present
Loomis Group July 2010 - November 2012
Bite Communications June 2008 - August 2010
Art & Architecture Tour February 2008 - May 2008
Lieberman Productions October 2006 - February 2008
Merrill Lynch September 2005 - December 2005
Skills
Accounts Receivable, QuickBooks, Strategic Financial..., Corporate Communications, Time Management, Payroll, Forecasting, Microsoft Excel, Internal Controls, Account Reconciliation, Outlook, Cash Flow, Financial Accounting, Integrated Marketing, Microsoft Office, Financial Analysis, Financial Reporting, Microsoft Word, Financial Modeling, Fixed Assets, Analysis, General Ledger, Accounts Payable, Strategic Planning, Business Strategy, Great Plains Software, Bank Reconciliation, Budgets, Data Entry, Public Relations, Spreadsheets, Finance, Accounting
Education
University of San Francisco 2004 — 2006
B.S, Finance
San Diego State University-California State University 2002 — 2004
BS, Finance
Clifford Young Clifford Young's Merrill Lynch Experience October 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Morgan Stanley Wealth Management November 2011 - May 2013
AT&T Mobility July 2006 - November 2011
Skills
Microsoft Office, Investments, Financial Analysis, Financial Reporting, Portfolio Management, Risk Management, Financial Modeling, Analytics
Education
San Francisco State University
Bachelor of Science (BS), Biology
Merrill Lynch October 2013 - Present
Morgan Stanley Wealth Management November 2011 - May 2013
AT&T Mobility July 2006 - November 2011
Skills
Microsoft Office, Investments, Financial Analysis, Financial Reporting, Portfolio Management, Risk Management, Financial Modeling, Analytics
Education
San Francisco State University
Bachelor of Science (BS), Biology
David Hyun Soo Lee's Merrill Lynch Experience July 2011 - Present
Job Merrill Lynch, Pierce, Fenner & Smith Inc
Industry Investment Management
Experience
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Chosun Ilbo March 2007 - December 2010
KOTRA January 2007 - December 2010
Venture Source Group LLC February 2003 - December 2010
Skills
Start-ups, Mergers & Acquisitions, Financial Modeling, Venture Capital, Private Equity, Investments, Strategic Partnerships, Entrepreneurship, Business Development, Business Strategy, Business Planning, Hedge Funds, Asset Management, Finance, Risk Management, Corporate Development, Derivatives, Investment Management, Strategic Financial..., Analysis, Mutual Funds, Financial Planning, Marketing
Education
Stanford University 2008 — 2010
Continuing Studies, Business & Economics
San Francisco State University, College of Business 2001 — 2003
MBA, Finance
San Francisco State University, College of Business 2001 — 2003
MBA, Business
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney December 2009 - June 2011
Chosun Ilbo March 2007 - December 2010
KOTRA January 2007 - December 2010
Venture Source Group LLC February 2003 - December 2010
Skills
Start-ups, Mergers & Acquisitions, Financial Modeling, Venture Capital, Private Equity, Investments, Strategic Partnerships, Entrepreneurship, Business Development, Business Strategy, Business Planning, Hedge Funds, Asset Management, Finance, Risk Management, Corporate Development, Derivatives, Investment Management, Strategic Financial..., Analysis, Mutual Funds, Financial Planning, Marketing
Education
Stanford University 2008 — 2010
Continuing Studies, Business & Economics
San Francisco State University, College of Business 2001 — 2003
MBA, Finance
San Francisco State University, College of Business 2001 — 2003
MBA, Business
Laila Margallo Laila Margallo's Merrill Lynch Experience January 2015 - Present
Job Analyst Relationship Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Skills
Series 7, Wealth Management, Equities, Investments, Securities, Financial Services, Leadership, Portfolio Management, Project Management, Retirement Planning, Series 63
Education
San Francisco State University
Merrill Lynch January 2015 - Present
Skills
Series 7, Wealth Management, Equities, Investments, Securities, Financial Services, Leadership, Portfolio Management, Project Management, Retirement Planning, Series 63
Education
San Francisco State University
Robert Blakely, CFA, CAIA Robert Blakely, CFA, CAIA's Merrill Lynch Experience September 2004 - December 2004
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2012 - August 2012
Wedbush Securities January 2012 - March 2012
Pacific Gas and Electric Company October 2008 - July 2011
Pacific Gas and Electric Company October 2007 - September 2008
Pacific Gas and Electric Company July 2006 - October 2007
Kaiser Foundation Health Plan January 2006 - May 2006
Merrill Lynch September 2004 - December 2004
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Due Diligence, Valuation, Portfolio Management, Analysis, Data Analysis, Equity Research, Competitive Analysis, Mergers & Acquisitions, Equities, Internal Controls, Financial Reporting, DCF, Asset Management, Strategy, Accounting, Strategic Financial..., Corporate Development, Bloomberg, Securities, Equity Valuation, Forecasting, Investment Banking, Business Strategy, Capital Markets
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance, 3.83/4.00
San Francisco State University
Bachelors of Science in Business Administration, Corporate Finance and Financial Services, 3.93/4.00
Houlihan Lokey June 2012 - August 2012
Wedbush Securities January 2012 - March 2012
Pacific Gas and Electric Company October 2008 - July 2011
Pacific Gas and Electric Company October 2007 - September 2008
Pacific Gas and Electric Company July 2006 - October 2007
Kaiser Foundation Health Plan January 2006 - May 2006
Merrill Lynch September 2004 - December 2004
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Due Diligence, Valuation, Portfolio Management, Analysis, Data Analysis, Equity Research, Competitive Analysis, Mergers & Acquisitions, Equities, Internal Controls, Financial Reporting, DCF, Asset Management, Strategy, Accounting, Strategic Financial..., Corporate Development, Bloomberg, Securities, Equity Valuation, Forecasting, Investment Banking, Business Strategy, Capital Markets
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance, 3.83/4.00
San Francisco State University
Bachelors of Science in Business Administration, Corporate Finance and Financial Services, 3.93/4.00
Tim Husbands Tim Husbands's Merrill Lynch Experience 2002 - 2002
Job Manager at Prudential Financial
Industry Insurance
Experience
Prudential Financial September 2005 - Present
Securities America March 2004 - August 2005
Merrill Lynch 2002 - 2002
Ohio Casualty Group 1997 - 1998
Skills
Compliance, Series 24, Suitability, Series 7, Series 63, Fixed Annuities, Variable Annuities, Life Insurance, Regulatory Supervision, Financial Services, FINRA, Insurance, Risk Management, Mutual Funds, Management, Process Improvement, Retirement Planning, Securities, Project Management, Investments, Financial Risk, Leadership, Financial compliance
Education
San Diego State University-California State University 1986 — 1991
London Central High School 1983 — 1986
Prudential Financial September 2005 - Present
Securities America March 2004 - August 2005
Merrill Lynch 2002 - 2002
Ohio Casualty Group 1997 - 1998
Skills
Compliance, Series 24, Suitability, Series 7, Series 63, Fixed Annuities, Variable Annuities, Life Insurance, Regulatory Supervision, Financial Services, FINRA, Insurance, Risk Management, Mutual Funds, Management, Process Improvement, Retirement Planning, Securities, Project Management, Investments, Financial Risk, Leadership, Financial compliance
Education
San Diego State University-California State University 1986 — 1991
London Central High School 1983 — 1986
diana glover diana glover's Merrill Lynch Experience 1986 - 1988
Job Curriculum developer
Industry Primary/Secondary Education
Experience
explorer elementary August 2006 - June 2012
Lemon grove school district August 1990 - June 2004
Merrill Lynch 1986 - 1988
Skills
Curriculum Development, Curriculum Design, Tutoring, Educational Technology, Classroom Management, Teaching, Instructional Design, Classroom, Teacher Training, Special Education, Differentiated..., Lesson Planning, Literacy, Educational Leadership, Teaching Writing, K-12, Secondary Education, Social Studies, ESL
Education
San Diego State University-California State University 1980 — 1984
Ba, Communications
explorer elementary August 2006 - June 2012
Lemon grove school district August 1990 - June 2004
Merrill Lynch 1986 - 1988
Skills
Curriculum Development, Curriculum Design, Tutoring, Educational Technology, Classroom Management, Teaching, Instructional Design, Classroom, Teacher Training, Special Education, Differentiated..., Lesson Planning, Literacy, Educational Leadership, Teaching Writing, K-12, Secondary Education, Social Studies, ESL
Education
San Diego State University-California State University 1980 — 1984
Ba, Communications
Traci Beckstead Traci Beckstead's Merrill Lynch Experience July 2014 - Present
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch February 2007 - June 2014
Merrill Lynch February 2002 - February 2007
Merrill Lynch April 1999 - February 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning
Education
San Francisco State University
Bachelor's degree, Humanities/Humanistic Studies
Merrill Lynch July 2014 - Present
Merrill Lynch February 2007 - June 2014
Merrill Lynch February 2002 - February 2007
Merrill Lynch April 1999 - February 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning
Education
San Francisco State University
Bachelor's degree, Humanities/Humanistic Studies
Curt Beyer Curt Beyer's Merrill Lynch Experience August 1999 - July 2008
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2008 - Present
Merrill Lynch August 1999 - July 2008
Boathouse Harbor Island January 1994 - August 1999
Skills
Investments, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Retirement Planning, Finance, Financial Planning, Equities, Series 7, Securities, Financial Analysis, Asset Management, Loans, Fixed Income, Series 63, Asset Allocation, Retirement
Education
San Diego State University-California State University 1995 — 1999
Bachelor of Science (BS), Financial Planning and Services
Warren High School 1984 — 1987
RBC Wealth Management July 2008 - Present
Merrill Lynch August 1999 - July 2008
Boathouse Harbor Island January 1994 - August 1999
Skills
Investments, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Retirement Planning, Finance, Financial Planning, Equities, Series 7, Securities, Financial Analysis, Asset Management, Loans, Fixed Income, Series 63, Asset Allocation, Retirement
Education
San Diego State University-California State University 1995 — 1999
Bachelor of Science (BS), Financial Planning and Services
Warren High School 1984 — 1987
Gisela Bell Gisela Bell's Merrill Lynch Experience July 2014 - Present
Job C. A. Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2014 - Present
MWR & Associates 2009 - Present
MWR February 2008 - Present
Skills
Management, Program Management, Training, Business Planning, Team Building, Marketing, Leadership
Education
San Diego State University-California State University
Health and Physical Education/Fitness
Merrill Lynch July 2014 - Present
MWR & Associates 2009 - Present
MWR February 2008 - Present
Skills
Management, Program Management, Training, Business Planning, Team Building, Marketing, Leadership
Education
San Diego State University-California State University
Health and Physical Education/Fitness
Debra Borchardt Debra Borchardt's Merrill Lynch Experience December 1986 - November 1988
Job Financial Reporter at Women's Wear Daily
Industry Broadcast Media
Experience
Women's Wear Daily July 2015 - Present
Forbes March 2015 - Present
Stansberry Research July 2014 - October 2014
TheStreet.com June 2006 - June 2014
Bear Stearns June 1992 - October 2006
American Capital Mutual Funds December 1989 - May 1992
Underwood Neuhaus & Co November 1988 - December 1989
Merrill Lynch December 1986 - November 1988
Underwood Neuhaus 1987 - 1988
Skills
Journalism, Video, Writing, Editing, New Media, Digital Media, Editorial, News Writing, Copy Editing, Online Journalism, Producing, Social Media, Copywriting, Bonds, Content Development, Equity Research, Web Content, Business Journalism, Feature Articles, Media Relations, Securities, Fixed Income, Content Management, Trading, Blogging, Content Strategy, Storytelling, AP Style, Headline Writing, Publishing, Newsletters, Magazines
Education
New York University 2006 — 2008
MA; certificate, Journalism; Business & Economic Reporting
University of Houston 1982 — 1984
Bachelor of Arts, Social Sciences
San Jacinto College 1979 — 1982
AA, Theatre
Forest Park High School 1975 — 1979
HS, Theatre/Theater
Women's Wear Daily July 2015 - Present
Forbes March 2015 - Present
Stansberry Research July 2014 - October 2014
TheStreet.com June 2006 - June 2014
Bear Stearns June 1992 - October 2006
American Capital Mutual Funds December 1989 - May 1992
Underwood Neuhaus & Co November 1988 - December 1989
Merrill Lynch December 1986 - November 1988
Underwood Neuhaus 1987 - 1988
Skills
Journalism, Video, Writing, Editing, New Media, Digital Media, Editorial, News Writing, Copy Editing, Online Journalism, Producing, Social Media, Copywriting, Bonds, Content Development, Equity Research, Web Content, Business Journalism, Feature Articles, Media Relations, Securities, Fixed Income, Content Management, Trading, Blogging, Content Strategy, Storytelling, AP Style, Headline Writing, Publishing, Newsletters, Magazines
Education
New York University 2006 — 2008
MA; certificate, Journalism; Business & Economic Reporting
University of Houston 1982 — 1984
Bachelor of Arts, Social Sciences
San Jacinto College 1979 — 1982
AA, Theatre
Forest Park High School 1975 — 1979
HS, Theatre/Theater
Hope de la Torre Hope de la Torre's Merrill Lynch Experience January 2000 - December 2007
Job Business Owner at HDLT Business Solutions
Industry Design
Experience
Hope de la Torre Studios January 2009 - Present
HDLT Business Solutions January 2009 - Present
Self January 1990 - 2012
Merrill Lynch January 2000 - December 2007
Personal lines insurance October 1983 - December 2000
City of Milpitas January 1988 - October 1991
Skills
Microsoft Word, Microsoft Excel, Research, PowerPoint, Public Speaking, Editing, Legal Writing, Marketing Communications, Event Management, Nonprofits, Art, Event Planning, Customer Service, Strategic Planning, Public Relations, Leadership Development, Insurance, Marketing, Team Building
Education
San Francisco State University 2008 — 2010
Masters in English Composition
Saint Mary's College of California 2001 — 2004
Bachelor's degree, American/U.S. Law/Legal Studies/Jurisprudence
San Jose State University 1973 — 1976
Early Childhood Education and Teaching
Hope de la Torre Studios January 2009 - Present
HDLT Business Solutions January 2009 - Present
Self January 1990 - 2012
Merrill Lynch January 2000 - December 2007
Personal lines insurance October 1983 - December 2000
City of Milpitas January 1988 - October 1991
Skills
Microsoft Word, Microsoft Excel, Research, PowerPoint, Public Speaking, Editing, Legal Writing, Marketing Communications, Event Management, Nonprofits, Art, Event Planning, Customer Service, Strategic Planning, Public Relations, Leadership Development, Insurance, Marketing, Team Building
Education
San Francisco State University 2008 — 2010
Masters in English Composition
Saint Mary's College of California 2001 — 2004
Bachelor's degree, American/U.S. Law/Legal Studies/Jurisprudence
San Jose State University 1973 — 1976
Early Childhood Education and Teaching
John Lohrenz John Lohrenz's Merrill Lynch Experience August 1994 - June 2009
Job President at JKL Wealth Management
Industry Financial Services
Experience
JKL Wealth Management July 2009 - Present
Merrill Lynch August 1994 - June 2009
Skills
Wealth Management, Retirement Planning, Investments, Alternative Investments, Strategic Financial...
Education
San Diego State University-California State University 1988 — 1992
Bachelor's degree, Finance
Sidney High School, Sidney Montana 1978 — 1982
JKL Wealth Management July 2009 - Present
Merrill Lynch August 1994 - June 2009
Skills
Wealth Management, Retirement Planning, Investments, Alternative Investments, Strategic Financial...
Education
San Diego State University-California State University 1988 — 1992
Bachelor's degree, Finance
Sidney High School, Sidney Montana 1978 — 1982
Steve Burch, CFP, CRPC Steve Burch, CFP, CRPC's Merrill Lynch Experience July 2009 - June 2012
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2012 - Present
Merrill Lynch July 2009 - June 2012
Morgan Stanley Smith Barney January 2005 - July 2009
PHCC of Texas June 1998 - January 2005
Modern Plumbing Co., Inc. January 1994 - December 2004
Casa Ole' Mexican Restaurant December 1992 - January 1993
Education
University of St. Thomas (TX) 2003 — 2004
CFP, Personal Finance
Texas A&M University 1989 — 1992
BS, Economics
San Jacinto College 1988 — 1989
General Studies
UBS Financial Services Inc. June 2012 - Present
Merrill Lynch July 2009 - June 2012
Morgan Stanley Smith Barney January 2005 - July 2009
PHCC of Texas June 1998 - January 2005
Modern Plumbing Co., Inc. January 1994 - December 2004
Casa Ole' Mexican Restaurant December 1992 - January 1993
Education
University of St. Thomas (TX) 2003 — 2004
CFP, Personal Finance
Texas A&M University 1989 — 1992
BS, Economics
San Jacinto College 1988 — 1989
General Studies
Chris Lipp Chris Lipp's Merrill Lynch Experience 2001 - 2001
Job Author & Presenter
Industry Professional Training & Coaching
Experience
Santa Clara University January 2014 - Present
Stanford Graduate School of Business December 2011 - Present
Fandrop Startup May 2011 - November 2012
Egnyte January 2012 - September 2012
Consulting September 2009 - May 2011
Applied Materials March 2004 - March 2008
Merrill Lynch 2001 - 2001
Skills
Product Marketing, Project Management, Account Management, Market Research, Competitive Analysis, Public Speaking, Speech Writing, Start-ups, SaaS
Education
University of California, Berkeley
B.S, Electrical Engineering and Computer Science
San Francisco State University
Master of Arts (M.A.), Social Psychology: Consumer Behavior and Motivation
東北大学 / Tohoku University
EE, Electrical Engineering
Santa Clara University January 2014 - Present
Stanford Graduate School of Business December 2011 - Present
Fandrop Startup May 2011 - November 2012
Egnyte January 2012 - September 2012
Consulting September 2009 - May 2011
Applied Materials March 2004 - March 2008
Merrill Lynch 2001 - 2001
Skills
Product Marketing, Project Management, Account Management, Market Research, Competitive Analysis, Public Speaking, Speech Writing, Start-ups, SaaS
Education
University of California, Berkeley
B.S, Electrical Engineering and Computer Science
San Francisco State University
Master of Arts (M.A.), Social Psychology: Consumer Behavior and Motivation
東北大学 / Tohoku University
EE, Electrical Engineering
Ashton McKinley Ashton McKinley's Merrill Lynch Experience May 2006 - May 2007
Job Project Coordinator at Corporate Move Consulting Inc.
Industry Business Supplies and Equipment
Experience
Associated Time and Parking January 2012 - Present
Corporate Move Consulting Inc. October 2014 - June 2015
RNK Innovations January 2011 - August 2011
Bulwark Exterminating May 2010 - September 2010
ITSRx January 2008 - January 2010
Coca Cola Enterprises May 2007 - December 2007
Merrill Lynch May 2006 - May 2007
Skills
Microsoft Office 2007, Quickbooks, Peachtree, Typing 50+ wpm, Outstanding Customer..., Administrative Support, Switchboard Operator, Reception, Office Coordination, Administrative..., Microsoft Office, PowerPoint, Customer Service, Accounts Payable, Account Management, Invoicing, Payroll, Software Documentation, Sales, Microsoft Excel, Customer Satisfaction, Microsoft Word, Access, Call Centers, Data Entry, Office Management, Inventory Management, QuickBooks, Accounts Receivable
Education
Texas Southern University 2014 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
San Jacinto College 2006 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
The WorkFaith Connection 2010 — 2010
Xavier University of Louisiana 2004 — 2006
Pre Pharmacy
Pearland High School 2000 — 2004
Associated Time and Parking January 2012 - Present
Corporate Move Consulting Inc. October 2014 - June 2015
RNK Innovations January 2011 - August 2011
Bulwark Exterminating May 2010 - September 2010
ITSRx January 2008 - January 2010
Coca Cola Enterprises May 2007 - December 2007
Merrill Lynch May 2006 - May 2007
Skills
Microsoft Office 2007, Quickbooks, Peachtree, Typing 50+ wpm, Outstanding Customer..., Administrative Support, Switchboard Operator, Reception, Office Coordination, Administrative..., Microsoft Office, PowerPoint, Customer Service, Accounts Payable, Account Management, Invoicing, Payroll, Software Documentation, Sales, Microsoft Excel, Customer Satisfaction, Microsoft Word, Access, Call Centers, Data Entry, Office Management, Inventory Management, QuickBooks, Accounts Receivable
Education
Texas Southern University 2014 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General
San Jacinto College 2006 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
The WorkFaith Connection 2010 — 2010
Xavier University of Louisiana 2004 — 2006
Pre Pharmacy
Pearland High School 2000 — 2004
Karl Drilling Karl Drilling's Merrill Lynch Experience March 2011 - November 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2012 - Present
Merrill Lynch March 2011 - November 2012
Self Employed - Finance Projects 2002 - January 2011
Prudential Securities/Wachovia June 1991 - June 2002
Skills
Wealth Management, Insurance, Investments, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Asset Allocation, Series 63, Securities, Retirement, Financial Advisory, Bonds, Portfolio Management, Strategic Financial..., Asset Managment, 401k, Wealth, Investment Management, Fixed Annuities, Series 65, Equities, Licensed Real Estate, Private Equity, Finance, Investment Strategies
Education
LAVC
Associate of Arts (A.A.), General Studies/Business
San Diego State University-California State University
Business/Economics
Wells Fargo Advisors December 2012 - Present
Merrill Lynch March 2011 - November 2012
Self Employed - Finance Projects 2002 - January 2011
Prudential Securities/Wachovia June 1991 - June 2002
Skills
Wealth Management, Insurance, Investments, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Asset Allocation, Series 63, Securities, Retirement, Financial Advisory, Bonds, Portfolio Management, Strategic Financial..., Asset Managment, 401k, Wealth, Investment Management, Fixed Annuities, Series 65, Equities, Licensed Real Estate, Private Equity, Finance, Investment Strategies
Education
LAVC
Associate of Arts (A.A.), General Studies/Business
San Diego State University-California State University
Business/Economics
Steven White, CFP® Steven White, CFP®'s Merrill Lynch Experience 2004 - 2009
Job Equity Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock 2013 - Present
Lifestyle Fitness 2009 - 2015
BlackRock 2012 - 2013
BlackRock 2011 - 2012
E*TRADE Financial 2010 - 2011
Merrill Lynch 2004 - 2009
Wells Fargo Bank 2002 - 2004
Skills
Investments, Asset Allocation, Equities, Strategic Financial..., Business Strategy, Financial Analysis, Finance, Financial Planning, Strategic Planning, ETFs, FX trading, Portfolio Management, Mutual Funds, Wealth Management, Valuation, Alternative Investments
Education
San Diego State University-California State University 2007 — 2008
MBA, Financial and Tax Planning
San Diego State University-California State University 2003 — 2005
BA, Economics
BlackRock 2013 - Present
Lifestyle Fitness 2009 - 2015
BlackRock 2012 - 2013
BlackRock 2011 - 2012
E*TRADE Financial 2010 - 2011
Merrill Lynch 2004 - 2009
Wells Fargo Bank 2002 - 2004
Skills
Investments, Asset Allocation, Equities, Strategic Financial..., Business Strategy, Financial Analysis, Finance, Financial Planning, Strategic Planning, ETFs, FX trading, Portfolio Management, Mutual Funds, Wealth Management, Valuation, Alternative Investments
Education
San Diego State University-California State University 2007 — 2008
MBA, Financial and Tax Planning
San Diego State University-California State University 2003 — 2005
BA, Economics
Frankie Ross Frankie Ross's Merrill Lynch Experience September 1986 - October 2012
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2013 - Present
CCBA 2014 - 2015
Merrill Lynch September 1986 - October 2012
Skills
Disability Income..., Income Protection, Business Valuation, Investment Strategies, Nonqualified Plans, Term Life Insurance, Universal Life Insurance, Financial Strategy and..., Financial Planning, Investments, Leadership, Buy Sell Reviews, Wealth Accumulation, Deferred Compensation..., Business Overhead..., 401(k), 403(b), SEP &..., Asset Allocation, Business Continuation..., IRAs (Traditional &..., Mutual Funds, Pension Plans, Financial Needs Analysis, Executive Benefits..., Survisor Income, Tax Deferred Savings, Key Person Insurance, Annuities (Variable &..., Series 7 & 63..., Disability Insurance, Wealth Management, Financial Services
Education
San Francisco State University, College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance and Marketing
San Francisco State University 1976 — 1978
Bachelor's Degree, Radio/Television
Principal Financial Group October 2013 - Present
CCBA 2014 - 2015
Merrill Lynch September 1986 - October 2012
Skills
Disability Income..., Income Protection, Business Valuation, Investment Strategies, Nonqualified Plans, Term Life Insurance, Universal Life Insurance, Financial Strategy and..., Financial Planning, Investments, Leadership, Buy Sell Reviews, Wealth Accumulation, Deferred Compensation..., Business Overhead..., 401(k), 403(b), SEP &..., Asset Allocation, Business Continuation..., IRAs (Traditional &..., Mutual Funds, Pension Plans, Financial Needs Analysis, Executive Benefits..., Survisor Income, Tax Deferred Savings, Key Person Insurance, Annuities (Variable &..., Series 7 & 63..., Disability Insurance, Wealth Management, Financial Services
Education
San Francisco State University, College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Finance and Marketing
San Francisco State University 1976 — 1978
Bachelor's Degree, Radio/Television
Jason Solomon Jason Solomon's Merrill Lynch Experience 2009 - 2011
Job Vice President, Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Merrill Lynch 2009 - 2011
Bank of America 2008 - 2009
The Addison Mortgage Group, Inc 2003 - 2008
Skills
Wealth Management, Mortgage Lending, Series 7, Series 63, Portfolio Management, Investments, Credit, Loans, Equities, Fixed Income, Banking, Retirement Planning, Securities, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Management, Credit Analysis, Financial Analysis, Financial Services
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Administration, Finance
Morgan Stanley 2011 - Present
Merrill Lynch 2009 - 2011
Bank of America 2008 - 2009
The Addison Mortgage Group, Inc 2003 - 2008
Skills
Wealth Management, Mortgage Lending, Series 7, Series 63, Portfolio Management, Investments, Credit, Loans, Equities, Fixed Income, Banking, Retirement Planning, Securities, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Management, Credit Analysis, Financial Analysis, Financial Services
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Administration, Finance
Scott Zeleznik Scott Zeleznik's Merrill Lynch Experience 1996 - 2000
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
John Hancock Retirement Plan Services September 2000 - Present
Merrill Lynch 1996 - 2000
Dreyfus 1990 - 1996
Fidelity Investments 1986 - 1990
TIAA-CREF 1984 - 1986
Skills
Defined Benefit, 401k, Retirement Planning, Investments, Financial Services, Sales, Investment Strategies, Series 63, Sales Operations, Defined Contribution, Pensions, Series 7, Mutual Funds, Retirement, Fixed Income, Asset Allocation, Fixed Annuities
Education
San Francisco State University 1979 — 1981
MBA, Marketing and Finance
University of California, Santa Barbara 1978 — 1981
BA, Business
John Hancock Retirement Plan Services April 2015 - Present
John Hancock Retirement Plan Services September 2000 - Present
Merrill Lynch 1996 - 2000
Dreyfus 1990 - 1996
Fidelity Investments 1986 - 1990
TIAA-CREF 1984 - 1986
Skills
Defined Benefit, 401k, Retirement Planning, Investments, Financial Services, Sales, Investment Strategies, Series 63, Sales Operations, Defined Contribution, Pensions, Series 7, Mutual Funds, Retirement, Fixed Income, Asset Allocation, Fixed Annuities
Education
San Francisco State University 1979 — 1981
MBA, Marketing and Finance
University of California, Santa Barbara 1978 — 1981
BA, Business
Deepak Ganju Deepak Ganju's Merrill Lynch Experience June 1980 - Present
Job Managing Director, Merrill Lynch Global Wealth Management
Industry Investment Banking
Experience
Merrill Lynch June 1980 - Present
Bank of America June 1980 - September 2009
Skills
Investments, Portfolio Management, Investment Banking, Leadership, Wealth Management, Risk Management, Financial Analysis, Bonds, Series 63, Fixed Income, Series 7, Uniform Combined State..., Banking, Asset Allocation, International Sales, Valuation, Alternative Investments, Securities, Equities, Credit, Finance, Financial Modeling, Coaching, Mutual Funds, Financial Services, Investment Advisory, Hedge Funds, Capital Markets, Private Banking, Bloomberg, Investment Strategies, Asset Management, Wealth Management..., Loans, Retirement Planning
Education
San Francisco State University, College of Business 1989 — 1991
MBA, International Business, Finance
Merrill Lynch June 1980 - Present
Bank of America June 1980 - September 2009
Skills
Investments, Portfolio Management, Investment Banking, Leadership, Wealth Management, Risk Management, Financial Analysis, Bonds, Series 63, Fixed Income, Series 7, Uniform Combined State..., Banking, Asset Allocation, International Sales, Valuation, Alternative Investments, Securities, Equities, Credit, Finance, Financial Modeling, Coaching, Mutual Funds, Financial Services, Investment Advisory, Hedge Funds, Capital Markets, Private Banking, Bloomberg, Investment Strategies, Asset Management, Wealth Management..., Loans, Retirement Planning
Education
San Francisco State University, College of Business 1989 — 1991
MBA, International Business, Finance
Todd McGraw's Merrill Lynch Experience October 2011 - Present
Job Assistant Vice President, Financial Solutions Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2011 - Present
Metlife 2009 - October 2011
Bank of America 2008 - 2009
Education
San Diego State University-California State University 1999 — 2002
Business Administration, Information Systems
Merrill Lynch October 2011 - Present
Metlife 2009 - October 2011
Bank of America 2008 - 2009
Education
San Diego State University-California State University 1999 — 2002
Business Administration, Information Systems
Hugh Skinner's Merrill Lynch Experience August 2002 - February 2011
Job Operations Manager at Wealthfront Inc.
Industry Investment Banking
Experience
Wealthfront Inc. August 2015 - Present
Livevol Securities April 2011 - August 2015
Merrill Lynch August 2002 - February 2011
Mr. Stock Inc. 1998 - 2002
Group One Trading, LP 1994 - 1997
Skills
FINRA, Options, Electronic Trading, Series 7
Education
San Francisco State University
Wealthfront Inc. August 2015 - Present
Livevol Securities April 2011 - August 2015
Merrill Lynch August 2002 - February 2011
Mr. Stock Inc. 1998 - 2002
Group One Trading, LP 1994 - 1997
Skills
FINRA, Options, Electronic Trading, Series 7
Education
San Francisco State University
Nathan Werdowatz Nathan Werdowatz's Merrill Lynch Experience July 2011 - November 2013
Job Income Property Banking Associate at Opus Bank
Industry Commercial Real Estate
Experience
Opus Bank April 2014 - Present
Merrill Lynch July 2011 - November 2013
Skills
Leadership, Microsoft Excel, Mutual Funds, Research, Financial Analysis, Management, PowerPoint, Investments, Banking, Finance, Financial Modeling, Customer Service, Mathematics, Attention to Detail, Arabic, California Municipal..., Real Estate, Credit Analysis, Commercial Real Estate, Multi Family Properties, Commercial Lending, Real Estate Financing, Commercial Real Estate...
Education
San Diego State University-California State University 2008 — 2013
Bachelor of Science (BS), Finance
United States Marine Corps Officer Candidate School 2010 — 2011
Military Leadership, Top 10%
Horizon High School 2004 — 2008
Opus Bank April 2014 - Present
Merrill Lynch July 2011 - November 2013
Skills
Leadership, Microsoft Excel, Mutual Funds, Research, Financial Analysis, Management, PowerPoint, Investments, Banking, Finance, Financial Modeling, Customer Service, Mathematics, Attention to Detail, Arabic, California Municipal..., Real Estate, Credit Analysis, Commercial Real Estate, Multi Family Properties, Commercial Lending, Real Estate Financing, Commercial Real Estate...
Education
San Diego State University-California State University 2008 — 2013
Bachelor of Science (BS), Finance
United States Marine Corps Officer Candidate School 2010 — 2011
Military Leadership, Top 10%
Horizon High School 2004 — 2008
Stuart Miller Stuart Miller's Merrill Lynch Experience June 2005 - November 2008
Job Director, Direct Sales Channel
Industry Renewables & Environment
Experience
OneRoof Energy, Inc. January 2012 - Present
Green Stream Solar + Electric January 2011 - January 2012
Real Goods Solar, Inc. July 2010 - December 2010
Northern Pacific Power Systems January 2010 - December 2010
Sequoia Solar Inc. January 2009 - January 2010
Merrill Lynch June 2005 - November 2008
Morgan Stanley August 2003 - November 2005
Skills
Energy, Alternative Energy, Cleantech, Finance, Direct Sales, Renewable Energy, Sales, Solar Energy, Wind, Photovoltaics, Energy Efficiency, Sustainable Energy, Start-ups, Energy Management, Business Development, Entrepreneurship, Solar PV, Due Diligence, Strategy, Sustainability, Business Planning, New Business Development, Business Strategy, Salesforce.com, Solar Power, Strategic Planning, Sales Presentations, Sales Process, Lead Generation, Customer Retention, Project Management, Cold Calling, Energy Policy, Contract Negotiation, Solar Thermal, Competitive Analysis
Education
San Diego State University-California State University 2000 — 2003
Bachelor of Science (BS), Finance, General, 3.4
OneRoof Energy, Inc. January 2012 - Present
Green Stream Solar + Electric January 2011 - January 2012
Real Goods Solar, Inc. July 2010 - December 2010
Northern Pacific Power Systems January 2010 - December 2010
Sequoia Solar Inc. January 2009 - January 2010
Merrill Lynch June 2005 - November 2008
Morgan Stanley August 2003 - November 2005
Skills
Energy, Alternative Energy, Cleantech, Finance, Direct Sales, Renewable Energy, Sales, Solar Energy, Wind, Photovoltaics, Energy Efficiency, Sustainable Energy, Start-ups, Energy Management, Business Development, Entrepreneurship, Solar PV, Due Diligence, Strategy, Sustainability, Business Planning, New Business Development, Business Strategy, Salesforce.com, Solar Power, Strategic Planning, Sales Presentations, Sales Process, Lead Generation, Customer Retention, Project Management, Cold Calling, Energy Policy, Contract Negotiation, Solar Thermal, Competitive Analysis
Education
San Diego State University-California State University 2000 — 2003
Bachelor of Science (BS), Finance, General, 3.4
Laura Reed Laura Reed's Merrill Lynch Experience March 2010 - June 2010
Job Senior Consultant at The Hackett Group
Industry Financial Services
Experience
The Hackett Group September 2015 - Present
Deloitte September 2013 - September 2015
The Hackett Group July 2011 - August 2013
Underground Elephant January 2011 - March 2011
Gamma Phi Beta Sorority January 2010 - December 2010
YMCA of San Diego County June 2010 - August 2010
Merrill Lynch March 2010 - June 2010
Skills
Hyperion, Hyperion Enterprise, Financial Reporting, Smart View, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Oracle Hyperion..., Oracle Account..., Smartview, Program Management, Leadership, PowerPoint, Finance, Business Intelligence, Strategy, Budgets, Management Consulting, Business Development, Social Media
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance
La Costa Canyon High School
The Hackett Group September 2015 - Present
Deloitte September 2013 - September 2015
The Hackett Group July 2011 - August 2013
Underground Elephant January 2011 - March 2011
Gamma Phi Beta Sorority January 2010 - December 2010
YMCA of San Diego County June 2010 - August 2010
Merrill Lynch March 2010 - June 2010
Skills
Hyperion, Hyperion Enterprise, Financial Reporting, Smart View, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft PowerPoint, Oracle Hyperion..., Oracle Account..., Smartview, Program Management, Leadership, PowerPoint, Finance, Business Intelligence, Strategy, Budgets, Management Consulting, Business Development, Social Media
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance
La Costa Canyon High School
Paul Granucci's Merrill Lynch Experience August 2006 - December 2008
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge March 2009 - Present
Ameriprise Financial January 2009 - March 2010
Merrill Lynch August 2006 - December 2008
Bank of America 2001 - 2003
Bank of America 1997 - 2000
Bank of America 1988 - 1996
Skills
Asset Management, Asset Managment, Customer Service, Estate Planning, Finance, Financial Services, Investment Management, Banking, Asset Allocation, Investments, Mortgage Lending, Mutual Funds, Pensions, Portfolio Management, Real Estate, Retirement, Retirement Planning, Sales, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
University of San Francisco - School of Management 2004 — 2005
mba, business
San Francisco State University 1985 — 1990
BS, Political Science
Merrill Edge March 2009 - Present
Ameriprise Financial January 2009 - March 2010
Merrill Lynch August 2006 - December 2008
Bank of America 2001 - 2003
Bank of America 1997 - 2000
Bank of America 1988 - 1996
Skills
Asset Management, Asset Managment, Customer Service, Estate Planning, Finance, Financial Services, Investment Management, Banking, Asset Allocation, Investments, Mortgage Lending, Mutual Funds, Pensions, Portfolio Management, Real Estate, Retirement, Retirement Planning, Sales, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
University of San Francisco - School of Management 2004 — 2005
mba, business
San Francisco State University 1985 — 1990
BS, Political Science
Brian Dixon Brian Dixon's Merrill Lynch Experience 1999 - 2002
Job CSuite Sales & Operations Executive
Industry Venture Capital & Private Equity
Experience
Spreegle January 2014 - Present
Saint Andrews Episcopal School August 2011 - Present
MyCultureHub February 2014 - February 2015
Fifth Street Financial Group September 2009 - February 2015
Saint Andrews Episcopal School June 2012 - June 2013
New England Financial 2007 - 2009
Merrill Lynch 1999 - 2002
Skills
Buy-Sell Agreement..., C-Level Executive..., Employee Health Benefits, Key Person Protection, Supplemental Executive..., Cash Flow Protection..., Deferred Compensation, Start-up Consulting, Risk Mitigation, Executive Bonus Programs, Business Succession..., Exit Planning, Estate Planning..., Corporate-Owned Life..., Corporate-Owned..., M&A Compensation..., Employee Benefits, Start-ups, Supplemental, Estate Planning, Risk Management, Life Insurance, Compensation Strategies, Disability Insurance, Mergers, Buy-Sell, Retirement Planning, Succession Planning, Exit Strategies, Executive Pay, Strategy, Mergers & Acquisitions, Due Diligence, Health Insurance, Small Business, Financial Advisory, Investments, Business Valuation, Private Equity, Acquisition Integration, Executive Management, Finance, Funding, Venture Capital, Corporate Development, Management, Equities, Angel Investing, Retirement, IPO
Education
San Francisco State University, College of Business 1983 — 1987
Bachelor of Science, International Business
Spreegle January 2014 - Present
Saint Andrews Episcopal School August 2011 - Present
MyCultureHub February 2014 - February 2015
Fifth Street Financial Group September 2009 - February 2015
Saint Andrews Episcopal School June 2012 - June 2013
New England Financial 2007 - 2009
Merrill Lynch 1999 - 2002
Skills
Buy-Sell Agreement..., C-Level Executive..., Employee Health Benefits, Key Person Protection, Supplemental Executive..., Cash Flow Protection..., Deferred Compensation, Start-up Consulting, Risk Mitigation, Executive Bonus Programs, Business Succession..., Exit Planning, Estate Planning..., Corporate-Owned Life..., Corporate-Owned..., M&A Compensation..., Employee Benefits, Start-ups, Supplemental, Estate Planning, Risk Management, Life Insurance, Compensation Strategies, Disability Insurance, Mergers, Buy-Sell, Retirement Planning, Succession Planning, Exit Strategies, Executive Pay, Strategy, Mergers & Acquisitions, Due Diligence, Health Insurance, Small Business, Financial Advisory, Investments, Business Valuation, Private Equity, Acquisition Integration, Executive Management, Finance, Funding, Venture Capital, Corporate Development, Management, Equities, Angel Investing, Retirement, IPO
Education
San Francisco State University, College of Business 1983 — 1987
Bachelor of Science, International Business
Dana Porche Dana Porche's Merrill Lynch Experience July 2014 - Present
Job CMC, Retired
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
City of Lake Elsinore January 2013 - Present
City of Lake Elsinore 2000 - 2013
Brea, CA July 1984 - June 1996
Education
San Joaquin Delta College 2011 — 2011
CMC
Merrill Lynch July 2014 - Present
City of Lake Elsinore January 2013 - Present
City of Lake Elsinore 2000 - 2013
Brea, CA July 1984 - June 1996
Education
San Joaquin Delta College 2011 — 2011
CMC
Rita Fabrizio Rita Fabrizio's Merrill Lynch Experience June 1999 - June 2002
Job Executive Assistant to CEO of On Lok, Inc.
Industry Health, Wellness and Fitness
Experience
Fabrizio Arts January 2008 - 2014
PowerPoint Specialist 2005 - 2014
RCM Global Investors 2002 - 2005
Merrill Lynch June 1999 - June 2002
UCSF Medical Center June 1996 - June 1999
Skills
Event Planning, Nonprofits, Event Management, PowerPoint, Community Outreach, Fundraising, Outlook, Microsoft Excel, Customer Service, Travel Arrangements, Microsoft Office, Office Administration, Project Management, Music, Social Networking, Board Relations, Calendar Management and..., Coordinating Special..., Non-profits, Research, Board of Director..., Meeting Planning, Retreats, Organizing Meetings, Heavy Calendaring, Travel Management, projec
Education
San Francisco State University
Bachelor of Science (BS), Music, Summa cum laude
San Jose State University
Master of Arts (M.A.), Music, cum laude
Fabrizio Arts January 2008 - 2014
PowerPoint Specialist 2005 - 2014
RCM Global Investors 2002 - 2005
Merrill Lynch June 1999 - June 2002
UCSF Medical Center June 1996 - June 1999
Skills
Event Planning, Nonprofits, Event Management, PowerPoint, Community Outreach, Fundraising, Outlook, Microsoft Excel, Customer Service, Travel Arrangements, Microsoft Office, Office Administration, Project Management, Music, Social Networking, Board Relations, Calendar Management and..., Coordinating Special..., Non-profits, Research, Board of Director..., Meeting Planning, Retreats, Organizing Meetings, Heavy Calendaring, Travel Management, projec
Education
San Francisco State University
Bachelor of Science (BS), Music, Summa cum laude
San Jose State University
Master of Arts (M.A.), Music, cum laude
Diana Parham Diana Parham's Merrill Lynch Experience January 1980 - January 1990
Job Residental Realtor at Intero Real Estate Services
Industry Real Estate
Experience
Intero Real Estate Services May 2003 - Present
Coldwell Banker 1990 - 2003
Merrill Lynch January 1980 - January 1990
Skills
Sellers, SFR, Listings, Buyer Representation, Single Family Homes, First Time Home Buyers, Relocation, Townhomes, Move Up Buyers, Real Estate, Buyers, Residential Homes, 1031 Exchanges, Luxury, Referrals
Education
San Francisco State University
BA, Political Science and Post Graduate work in Special Education
Intero Real Estate Services May 2003 - Present
Coldwell Banker 1990 - 2003
Merrill Lynch January 1980 - January 1990
Skills
Sellers, SFR, Listings, Buyer Representation, Single Family Homes, First Time Home Buyers, Relocation, Townhomes, Move Up Buyers, Real Estate, Buyers, Residential Homes, 1031 Exchanges, Luxury, Referrals
Education
San Francisco State University
BA, Political Science and Post Graduate work in Special Education
Darren Schwartz's Merrill Lynch Experience July 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Marcus & Millichap August 2005 - July 2008
The Group August 2003 - September 2005
Skills
Investments, Asset Managment, Investment Strategies, Wealth, Financial Analysis, Real Estate Economics, Valuation, Brokerage, Financial Modeling, Series 7, Portfolio Management, Investment Advisory, Real Estate, Equities, Investment Properties, Due Diligence, Series 63, Disposition, Capital Markets, Series 65
Education
Lacunza Institute -San Sebastian, Spain 2002 — 2003
Spanish
San Diego State University-California State University 1997 — 2002
BA, Business Finance
University of Wollongong, Australia 2000 — 2001
Business
Agoura High 1994 — 1997
Merrill Lynch July 2008 - Present
Marcus & Millichap August 2005 - July 2008
The Group August 2003 - September 2005
Skills
Investments, Asset Managment, Investment Strategies, Wealth, Financial Analysis, Real Estate Economics, Valuation, Brokerage, Financial Modeling, Series 7, Portfolio Management, Investment Advisory, Real Estate, Equities, Investment Properties, Due Diligence, Series 63, Disposition, Capital Markets, Series 65
Education
Lacunza Institute -San Sebastian, Spain 2002 — 2003
Spanish
San Diego State University-California State University 1997 — 2002
BA, Business Finance
University of Wollongong, Australia 2000 — 2001
Business
Agoura High 1994 — 1997
Steve Ross's Merrill Lynch Experience June 1991 - January 1993
Job Market Investment Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2014 - Present
UCLA October 2009 - Present
BlackRock September 2006 - August 2014
San Diego State University June 2005 - May 2011
Nicholas Applegate August 1994 - December 2004
Lincoln Financial Group January 1993 - August 1994
Merrill Lynch June 1991 - January 1993
T. Rowe Price October 1989 - June 1991
Skills
Portfolio Management, Investments, Presentations, Mentoring, Leadership, Teaching, Equities, Analysis, Asset Managment, Financial Services, Mutual Funds, Management, Financial Analysis, Asset Management, Financial Advisory, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Fixed Income, Retirement Planning, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Investment Management, Derivatives, Securities, Wealth Management, Strategic Financial..., Due Diligence, Capital Markets, Series 7, Risk Management, Private Equity, Options, Trading, Corporate Finance, Lecturing
Education
San Diego State University-California State University 1984 — 1989
B.A., Business Administration, Marketing Major
Pali High School
U.S. Trust September 2014 - Present
UCLA October 2009 - Present
BlackRock September 2006 - August 2014
San Diego State University June 2005 - May 2011
Nicholas Applegate August 1994 - December 2004
Lincoln Financial Group January 1993 - August 1994
Merrill Lynch June 1991 - January 1993
T. Rowe Price October 1989 - June 1991
Skills
Portfolio Management, Investments, Presentations, Mentoring, Leadership, Teaching, Equities, Analysis, Asset Managment, Financial Services, Mutual Funds, Management, Financial Analysis, Asset Management, Financial Advisory, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Fixed Income, Retirement Planning, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Investment Management, Derivatives, Securities, Wealth Management, Strategic Financial..., Due Diligence, Capital Markets, Series 7, Risk Management, Private Equity, Options, Trading, Corporate Finance, Lecturing
Education
San Diego State University-California State University 1984 — 1989
B.A., Business Administration, Marketing Major
Pali High School
Christopher Petrik Christopher Petrik's Merrill Lynch Experience January 2011 - May 2011
Job Asset Manager
Industry Financial Services
Experience
Waddell and Reed July 2011 - June 2012
Merrill Lynch January 2011 - May 2011
ACCUFORM I-9 May 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Business Planning, Mutual Funds, Wealth Management, Sales, Portfolio Management, Investments, Series 7, Series 66, Life, Accident, Health..., Credit, Strategic Financial...
Education
San Diego State University-California State University 2007 — 2011
Waddell and Reed July 2011 - June 2012
Merrill Lynch January 2011 - May 2011
ACCUFORM I-9 May 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Business Planning, Mutual Funds, Wealth Management, Sales, Portfolio Management, Investments, Series 7, Series 66, Life, Accident, Health..., Credit, Strategic Financial...
Education
San Diego State University-California State University 2007 — 2011
Dan Fienberg, CFP®, C(k)P®, AIF®, MBA Dan Fienberg, CFP®, C(k)P®, AIF®, MBA's Merrill Lynch Experience August 2003 - March 2013
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Merrill Lynch August 2003 - March 2013
FSG, Inc. June 2000 - July 2003
AC Nielsen August 1997 - June 2000
L. Norman Howe & Associates January 1995 - July 1997
Skills
Investments, Asset Managment, Portfolio Management, Retirement Plan..., Qualified Retirement..., Retirement Planning, Financial Analysis, Series 7, Asset Allocation, Retirement, Relationship Mgmt, Wealth, Financial Planners, Wealth Management, Tax, Strategic Financial..., Alternative Investments, Investment Strategies, Management, Investment Advisory, 401k, Financial Advisory, Finance, Mutual Funds, Leadership, Asset Management, Financial Modeling, Series 63, Management Consulting, Communication Ethics, Financial Services, Equities, Small Business, Certified Financial..., Defined Benefit, Defined Contribution, Wealth Management..., 403 b, Securities, Investment Management, Uniform Combined State..., Series 65, Separately Managed..., ETFs, FINRA, Fixed Annuities, Estate Planning, IRAs, Fixed Income, Series 24
Education
fi360 2014 — 2015
AIF® - Accredited Investment Fiduciary®
University of California, Los Angeles 2011 — 2012
C(k)P® - Certified 401(k) Professional, Corporate Retirement Plans
College of Financial Planning 2002 — 2003
CFP® - Certified Financial Planner, Financial Planning and Services
University of California, Los Angeles 2000 — 2001
PFP, Personal Financial Planning
University of Southern California - Marshall School of Business 1997 — 2000
MBA, Finance
San Diego State University-California State University 1988 — 1993
BS, Business Management, Economics Minor
LACES 1980 — 1988
High School
Wells Fargo Advisors March 2013 - Present
Merrill Lynch August 2003 - March 2013
FSG, Inc. June 2000 - July 2003
AC Nielsen August 1997 - June 2000
L. Norman Howe & Associates January 1995 - July 1997
Skills
Investments, Asset Managment, Portfolio Management, Retirement Plan..., Qualified Retirement..., Retirement Planning, Financial Analysis, Series 7, Asset Allocation, Retirement, Relationship Mgmt, Wealth, Financial Planners, Wealth Management, Tax, Strategic Financial..., Alternative Investments, Investment Strategies, Management, Investment Advisory, 401k, Financial Advisory, Finance, Mutual Funds, Leadership, Asset Management, Financial Modeling, Series 63, Management Consulting, Communication Ethics, Financial Services, Equities, Small Business, Certified Financial..., Defined Benefit, Defined Contribution, Wealth Management..., 403 b, Securities, Investment Management, Uniform Combined State..., Series 65, Separately Managed..., ETFs, FINRA, Fixed Annuities, Estate Planning, IRAs, Fixed Income, Series 24
Education
fi360 2014 — 2015
AIF® - Accredited Investment Fiduciary®
University of California, Los Angeles 2011 — 2012
C(k)P® - Certified 401(k) Professional, Corporate Retirement Plans
College of Financial Planning 2002 — 2003
CFP® - Certified Financial Planner, Financial Planning and Services
University of California, Los Angeles 2000 — 2001
PFP, Personal Financial Planning
University of Southern California - Marshall School of Business 1997 — 2000
MBA, Finance
San Diego State University-California State University 1988 — 1993
BS, Business Management, Economics Minor
LACES 1980 — 1988
High School
Frankie Ross Frankie Ross's Merrill Lynch Experience September 1986 - October 2012
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2013 - Present
L-Square Projects January 2010 - Present
Merrill Lynch September 1986 - October 2012
100 Black Men of America 1995 - 2010
Skills
Marketing, Business Planning, Strategic Planning, Marketing Strategy, Insurance, Investments, Financial Analysis, Series 7, Loans, Portfolio Management, Strategic Financial..., Project Management, Strategy, Banking, Asset Managment, Risk Management, Series 63, Asset Allocation, Financial Modeling, Wealth Management, Business Strategy, Entrepreneurship, Investment Advisory, Equities, Public Speaking, Asset Management, Business Development, Leadership, Mortgage Lending, Credit, Finance, Investment Banking, Retirement Planning, Customer Service, Alternative Investments, Program Management, Corporate Finance, Management Consulting, Fundraising, Fixed Annuities, Valuation, Hedge Funds, Team Building, Financial Markets, Budgets, Start-ups, Financial Services, Mergers & Acquisitions, Estate Planning, Private Equity
Education
San Francisco State University, College of Business 1978 — 1980
MBA, Marketing & Finance
San Francisco State University 1976 — 1978
BA, Radio & TV
University of Hawaii 1976 — 1976
Communications
Ohio State University 1969 — 1970
Liberal Arts
Principal Financial Group October 2013 - Present
L-Square Projects January 2010 - Present
Merrill Lynch September 1986 - October 2012
100 Black Men of America 1995 - 2010
Skills
Marketing, Business Planning, Strategic Planning, Marketing Strategy, Insurance, Investments, Financial Analysis, Series 7, Loans, Portfolio Management, Strategic Financial..., Project Management, Strategy, Banking, Asset Managment, Risk Management, Series 63, Asset Allocation, Financial Modeling, Wealth Management, Business Strategy, Entrepreneurship, Investment Advisory, Equities, Public Speaking, Asset Management, Business Development, Leadership, Mortgage Lending, Credit, Finance, Investment Banking, Retirement Planning, Customer Service, Alternative Investments, Program Management, Corporate Finance, Management Consulting, Fundraising, Fixed Annuities, Valuation, Hedge Funds, Team Building, Financial Markets, Budgets, Start-ups, Financial Services, Mergers & Acquisitions, Estate Planning, Private Equity
Education
San Francisco State University, College of Business 1978 — 1980
MBA, Marketing & Finance
San Francisco State University 1976 — 1978
BA, Radio & TV
University of Hawaii 1976 — 1976
Communications
Ohio State University 1969 — 1970
Liberal Arts
Paul Bansal's Merrill Lynch Experience May 2006 - August 2006
Job Manager at PwC
Industry Accounting
Experience
PwC November 2013 - Present
KPMG October 2011 - October 2013
Armanino McKenna LLP July 2010 - October 2011
BAE Systems February 2007 - September 2009
Merrill Lynch May 2006 - August 2006
Skills
Financial Modeling, Internal Controls, Microsoft Excel, Financial Reporting, Auditing
Education
University of San Francisco 2011 — 2013
MSc, Financial Analysis
University of California, San Diego 2008 — 2009
Accounting
San Diego State University-California State University 2002 — 2006
Business Administration, Information Systems
PwC November 2013 - Present
KPMG October 2011 - October 2013
Armanino McKenna LLP July 2010 - October 2011
BAE Systems February 2007 - September 2009
Merrill Lynch May 2006 - August 2006
Skills
Financial Modeling, Internal Controls, Microsoft Excel, Financial Reporting, Auditing
Education
University of San Francisco 2011 — 2013
MSc, Financial Analysis
University of California, San Diego 2008 — 2009
Accounting
San Diego State University-California State University 2002 — 2006
Business Administration, Information Systems
G K Haigwood's Merrill Lynch Experience March 2000 - May 2002
Job Kindergarten teacher at Bessie Carmichael Elementary School
Industry Primary/Secondary Education
Experience
San Francisco Unified School District August 2011 - Present
Barclays Global Investors October 2004 - March 2009
Mercer Delta Consulting May 2002 - November 2003
Merrill Lynch March 2000 - May 2002
Barclays Global Investors September 1996 - October 1999
Skills
Curriculum Development, Differentiated..., Tutoring, Lesson Planning, Research, Non-profits, Event Planning, Public Speaking, Microsoft Office, Elementary Education, Literacy, Social Media, Classroom Management, Curriculum Design, Educational Leadership, Nonprofits, Staff Development, Classroom, Teaching, Teacher Training
Education
San Francisco State University 2004 — 2008
B.A., English (Creative Writing)
San Francisco Unified School District August 2011 - Present
Barclays Global Investors October 2004 - March 2009
Mercer Delta Consulting May 2002 - November 2003
Merrill Lynch March 2000 - May 2002
Barclays Global Investors September 1996 - October 1999
Skills
Curriculum Development, Differentiated..., Tutoring, Lesson Planning, Research, Non-profits, Event Planning, Public Speaking, Microsoft Office, Elementary Education, Literacy, Social Media, Classroom Management, Curriculum Design, Educational Leadership, Nonprofits, Staff Development, Classroom, Teaching, Teacher Training
Education
San Francisco State University 2004 — 2008
B.A., English (Creative Writing)
Robert Zadek Robert Zadek's Merrill Lynch Experience 1999 - 2003
Job Founder Macro Thinking Inc.
Industry Management Consulting
Experience
Macro Thinking Incorporated April 1989 - Present
Merrill Lynch 1999 - 2003
ADVAN January 1988 - May 1989
Skills
Strategy, IT Strategy, Strategic Planning, Business Analysis, Project Management, Leadership, Mentoring, Start-ups, Management Consulting, Project Planning, Program Management, Business Development, Risk Management, Business Process..., Product Development, Vendor Management
Education
San Francisco State University 1975 — 1979
Art, Photography, Film Production, English
Macro Thinking Incorporated April 1989 - Present
Merrill Lynch 1999 - 2003
ADVAN January 1988 - May 1989
Skills
Strategy, IT Strategy, Strategic Planning, Business Analysis, Project Management, Leadership, Mentoring, Start-ups, Management Consulting, Project Planning, Program Management, Business Development, Risk Management, Business Process..., Product Development, Vendor Management
Education
San Francisco State University 1975 — 1979
Art, Photography, Film Production, English
Cynthia Schmiedeknecht, CRPC Cynthia Schmiedeknecht, CRPC's Merrill Lynch Experience 1982 - 1989
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1993 - Present
Merrill Lynch 1982 - 1989
Education
Seattle University 1986 — 1988
San Diego State University-California State University 1968 — 1973
English
Ameriprise Financial Services, Inc. 1993 - Present
Merrill Lynch 1982 - 1989
Education
Seattle University 1986 — 1988
San Diego State University-California State University 1968 — 1973
English
Claudette Kaldani's Merrill Lynch Experience 2013 - Present
Job Bank of America
Industry Investment Management
Experience
Merrill Lynch 2013 - Present
Silicon Valley Bank-Venture Capital/Private Bank 2011 - 2012
Wells Fargo Bank 2002 - 2011
The Thomas Kinkade Company January 1997 - December 2001
Brodeur Partners 2000 - 2001
Skills
Interpersonal..., Banking, Credit, Loans, Wealth Management, Commercial Lending, Retail Banking, Credit Analysis, Small Business, New Business Development, Treasury Services, Financial Regulation, Portfolio Management, Strategic Financial..., Relationship Management, Strategic Planning, Management, Investments, Mortgage Lending, Financial Planning, Financial Services
Education
San Jose State University
Bachelor of Science Degree
Merrill Lynch 2013 - Present
Silicon Valley Bank-Venture Capital/Private Bank 2011 - 2012
Wells Fargo Bank 2002 - 2011
The Thomas Kinkade Company January 1997 - December 2001
Brodeur Partners 2000 - 2001
Skills
Interpersonal..., Banking, Credit, Loans, Wealth Management, Commercial Lending, Retail Banking, Credit Analysis, Small Business, New Business Development, Treasury Services, Financial Regulation, Portfolio Management, Strategic Financial..., Relationship Management, Strategic Planning, Management, Investments, Mortgage Lending, Financial Planning, Financial Services
Education
San Jose State University
Bachelor of Science Degree
Alma Sowell Alma Sowell's Merrill Lynch Experience June 2008 - February 2010
Job Sr. Record Tech at Swift Energy
Industry Oil & Energy
Experience
Swift Energy Company November 2014 - Present
Noah Consulting, LLC September 2013 - April 2014
Anadarko Petroleum Corporation February 2011 - April 2013
Merrill Lynch June 2008 - February 2010
Access Sciences November 2006 - February 2008
El Paso Production Co January 1999 - December 2006
Kerr McGee Oil & Gas Corp February 2006 - November 2006
Skills
SharePoint, Technical Support, Onshore, Troubleshooting, Software Documentation, Petroleum, Natural Gas, Management, Upstream, Energy, Energy Industry, Oil & Gas, Microsoft Excel, Gas, Project Management, Databases, Offshore Drilling, Seismology
Education
San Jacinto College 2005 — 2006
Microsoft
Guatier Jr College 1971 — 1971
no, Secondary Education and Teaching
Ocean Springs High 1967 — 1970
12th
Swift Energy Company November 2014 - Present
Noah Consulting, LLC September 2013 - April 2014
Anadarko Petroleum Corporation February 2011 - April 2013
Merrill Lynch June 2008 - February 2010
Access Sciences November 2006 - February 2008
El Paso Production Co January 1999 - December 2006
Kerr McGee Oil & Gas Corp February 2006 - November 2006
Skills
SharePoint, Technical Support, Onshore, Troubleshooting, Software Documentation, Petroleum, Natural Gas, Management, Upstream, Energy, Energy Industry, Oil & Gas, Microsoft Excel, Gas, Project Management, Databases, Offshore Drilling, Seismology
Education
San Jacinto College 2005 — 2006
Microsoft
Guatier Jr College 1971 — 1971
no, Secondary Education and Teaching
Ocean Springs High 1967 — 1970
12th
Abby Presar's Merrill Lynch Experience June 2004 - May 2008
Job Program Manager, Facebook
Industry Computer Networking
Experience
Facebook September 2015 - Present
Facebook May 2014 - Present
Facebook July 2012 - May 2014
NVIDIA June 2008 - July 2012
Merrill Lynch June 2004 - May 2008
Skills
Process Improvement, Outsourcing, Process Optimization, Operational Efficiency
Education
HRCI
PHR, Human Resources, Certification Exam Passed
UCSC
Project and Program Management Certification, Project Management
San Jose State University
BA, Economics
Live Oak High School
Facebook September 2015 - Present
Facebook May 2014 - Present
Facebook July 2012 - May 2014
NVIDIA June 2008 - July 2012
Merrill Lynch June 2004 - May 2008
Skills
Process Improvement, Outsourcing, Process Optimization, Operational Efficiency
Education
HRCI
PHR, Human Resources, Certification Exam Passed
UCSC
Project and Program Management Certification, Project Management
San Jose State University
BA, Economics
Live Oak High School
David Kirchfeld's Merrill Lynch Experience January 2011 - December 2012
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2014 - Present
Key Investment Services December 2012 - January 2014
Merrill Lynch January 2011 - December 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Investments, Investment Strategies, Mortgage Lending, Credit
Education
San Diego State University-California State University 2000 — 2004
Bachelor’s Degree, Business Administration and Information Systems
LPL Financial January 2014 - Present
Key Investment Services December 2012 - January 2014
Merrill Lynch January 2011 - December 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Investments, Investment Strategies, Mortgage Lending, Credit
Education
San Diego State University-California State University 2000 — 2004
Bachelor’s Degree, Business Administration and Information Systems
Dale Whitmer Dale Whitmer's Merrill Lynch Experience March 2005 - December 2009
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Robert W. Baird & Co. January 2012 - December 2013
UBS Financial Services December 2009 - January 2012
Merrill Lynch March 2005 - December 2009
The Vintage Bank April 2003 - December 2006
Education
San Diego State University-California State University 2002 — 2007
Business, Finance
Morgan Stanley January 2014 - Present
Robert W. Baird & Co. January 2012 - December 2013
UBS Financial Services December 2009 - January 2012
Merrill Lynch March 2005 - December 2009
The Vintage Bank April 2003 - December 2006
Education
San Diego State University-California State University 2002 — 2007
Business, Finance
Menno Enters Menno Enters's Merrill Lynch Experience August 1995 - July 1997
Job Vice President of Sales and Marketing at ABM Industries
Industry Facilities Services
Experience
ABM Industries February 2015 - Present
Facility Solutions Group October 2013 - December 2014
Walgreens August 2010 - September 2013
Walgreens July 2006 - August 2010
Prenova July 2004 - June 2006
Reliant Energy November 2001 - January 2004
Reliant Energy August 1999 - October 2001
Reliant Energy (formerly NorAm Energy Services) November 1997 - July 1999
Merrill Lynch August 1995 - July 1997
IKON Office Solutions August 1993 - July 1995
Skills
Energy Management, Renewable Energy, Negotiation, Purchasing, Procurement, Sustainability, Energy, Energy Efficiency, Contract Negotiations, Business Strategy, Demand Response, Retail, Solar, Energy Audits, Waste Management, Capital Budgeting, Capital Projects, Corporate Social..., Electric Vehicles, Waste Reduction, Recycling, Account Management, Analysis, Budgets, Business Development, Business Planning, Cold Calling, Construction, Contract Management, Contract Negotiation, Cross-functional Team..., Energy Conservation, Executive Management, Facilities Management, Financial Analysis, Forecasting, HVAC, Income Statement, Leadership, Management, Marketing, New Business Development, Operations Management, P&L Management, Pricing, Product Development, Project Management, Public Speaking, Sales, Sales Management
Education
University of Houston-Clear Lake 1991 — 1998
Master of Science (M.S.), Finance
University of Houston-Clear Lake 1990 — 1991
Master of Business Administration (M.B.A.), Total Quality Management
The University of Texas at Austin 1987 — 1989
Bachelor of Business Administration (B.B.A.), Marketing, International Business
San Jacinto College 1985 — 1987
Associate of Arts (A.A.), Business Administration and Management, General
ABM Industries February 2015 - Present
Facility Solutions Group October 2013 - December 2014
Walgreens August 2010 - September 2013
Walgreens July 2006 - August 2010
Prenova July 2004 - June 2006
Reliant Energy November 2001 - January 2004
Reliant Energy August 1999 - October 2001
Reliant Energy (formerly NorAm Energy Services) November 1997 - July 1999
Merrill Lynch August 1995 - July 1997
IKON Office Solutions August 1993 - July 1995
Skills
Energy Management, Renewable Energy, Negotiation, Purchasing, Procurement, Sustainability, Energy, Energy Efficiency, Contract Negotiations, Business Strategy, Demand Response, Retail, Solar, Energy Audits, Waste Management, Capital Budgeting, Capital Projects, Corporate Social..., Electric Vehicles, Waste Reduction, Recycling, Account Management, Analysis, Budgets, Business Development, Business Planning, Cold Calling, Construction, Contract Management, Contract Negotiation, Cross-functional Team..., Energy Conservation, Executive Management, Facilities Management, Financial Analysis, Forecasting, HVAC, Income Statement, Leadership, Management, Marketing, New Business Development, Operations Management, P&L Management, Pricing, Product Development, Project Management, Public Speaking, Sales, Sales Management
Education
University of Houston-Clear Lake 1991 — 1998
Master of Science (M.S.), Finance
University of Houston-Clear Lake 1990 — 1991
Master of Business Administration (M.B.A.), Total Quality Management
The University of Texas at Austin 1987 — 1989
Bachelor of Business Administration (B.B.A.), Marketing, International Business
San Jacinto College 1985 — 1987
Associate of Arts (A.A.), Business Administration and Management, General
Karl Salocks's Merrill Lynch Experience June 2012 - December 2012
Job Advisor
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Waddell & Reed June 2015 - August 2015
Morgan Stanley May 2013 - May 2015
Merrill Lynch June 2012 - December 2012
GEICO October 2007 - March 2010
Skills
Insurance, Customer Service, Underwriting, Sales, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Sales Management, Strategic Planning, Account Management, Process Improvement, Banking, Microsoft Office, Investments, PowerPoint, Management, Negotiation, Team Building, Outlook
Education
San Francisco State University 2010 — 2011
MasterofBusinessAdministration, Accounting
San Diego State University-California State University 2003 — 2006
B.S., Business-Management
Principal Financial Group September 2015 - Present
Waddell & Reed June 2015 - August 2015
Morgan Stanley May 2013 - May 2015
Merrill Lynch June 2012 - December 2012
GEICO October 2007 - March 2010
Skills
Insurance, Customer Service, Underwriting, Sales, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Sales Management, Strategic Planning, Account Management, Process Improvement, Banking, Microsoft Office, Investments, PowerPoint, Management, Negotiation, Team Building, Outlook
Education
San Francisco State University 2010 — 2011
MasterofBusinessAdministration, Accounting
San Diego State University-California State University 2003 — 2006
B.S., Business-Management
Pav Heera's Merrill Lynch Experience July 2014 - August 2015
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch July 2014 - August 2015
Wells Fargo Bank August 2009 - February 2014
San Francisco State University August 2008 - June 2009
Longs Drugs April 2004 - August 2007
Skills
Critical Thinking, Self-driven, Negotiation, Analysis, Personal Banking, Teamwork, Customer Service, Banking, Event Planning, Strategic Planning, Accounting, Management, Financial Analysis, Finance, Microsoft Excel, CRM, Leadership, Data Analysis, Risk Management, Access, Time Management, PowerPoint, Sales, Outlook, Training, Team Leadership
Education
San Francisco State University 2007 — 2010
Kinesiology, Exercise & Movement Sciences (Neuromotor Control)
Beverly Hills Playhouse Acting School 2014 — 2020
Acting
Merrill Lynch July 2014 - August 2015
Wells Fargo Bank August 2009 - February 2014
San Francisco State University August 2008 - June 2009
Longs Drugs April 2004 - August 2007
Skills
Critical Thinking, Self-driven, Negotiation, Analysis, Personal Banking, Teamwork, Customer Service, Banking, Event Planning, Strategic Planning, Accounting, Management, Financial Analysis, Finance, Microsoft Excel, CRM, Leadership, Data Analysis, Risk Management, Access, Time Management, PowerPoint, Sales, Outlook, Training, Team Leadership
Education
San Francisco State University 2007 — 2010
Kinesiology, Exercise & Movement Sciences (Neuromotor Control)
Beverly Hills Playhouse Acting School 2014 — 2020
Acting
Mark Prideaux Mark Prideaux's Merrill Lynch Experience 2010 - 2011
Job Sales Agent at ReMax WaterMarke
Industry Real Estate
Experience
RE/MAX WaterMarke August 2014 - Present
Commercial Strategies Group January 2005 - Present
Vystar Real Estate Services July 2011 - February 2014
Merrill Lynch 2010 - 2011
Marcus & Millichap July 2006 - July 2010
Landmark Construction January 1992 - May 2005
Skills
Alternative Investments, Short Sales, Financial Structuring, Real Estate, Marketing, Appraisals, Investment Properties, Property, Cost Segregation, Residential real estate, Property Flipping, Comparative Market..., Property Valuation, Creative Marketing..., Loan Structuring, Finance, Rentals, Brokerage, Buyers, Real Estate Economics, Residential Homes, Real Estate Financing, Disposition, 1031 Exchanges, Real Estate Transactions, REO, Location Intelligence, Property Management, Foreclosures, Investors, Commercial Real Estate, Selling, Investments, Sellers, Income Properties, Dispositions, Sales
Education
San Diego State University-California State University 1980 — 1984
BS, Marketing
Thiel College 1992 — 1993
Certificate in Lay Ministry, Lay Ministry
Palos Verdes High School 1975 — 1979
Diploma, College Prep
Chagrin Falls 1966 — 1974
Diploma, All
RE/MAX WaterMarke August 2014 - Present
Commercial Strategies Group January 2005 - Present
Vystar Real Estate Services July 2011 - February 2014
Merrill Lynch 2010 - 2011
Marcus & Millichap July 2006 - July 2010
Landmark Construction January 1992 - May 2005
Skills
Alternative Investments, Short Sales, Financial Structuring, Real Estate, Marketing, Appraisals, Investment Properties, Property, Cost Segregation, Residential real estate, Property Flipping, Comparative Market..., Property Valuation, Creative Marketing..., Loan Structuring, Finance, Rentals, Brokerage, Buyers, Real Estate Economics, Residential Homes, Real Estate Financing, Disposition, 1031 Exchanges, Real Estate Transactions, REO, Location Intelligence, Property Management, Foreclosures, Investors, Commercial Real Estate, Selling, Investments, Sellers, Income Properties, Dispositions, Sales
Education
San Diego State University-California State University 1980 — 1984
BS, Marketing
Thiel College 1992 — 1993
Certificate in Lay Ministry, Lay Ministry
Palos Verdes High School 1975 — 1979
Diploma, College Prep
Chagrin Falls 1966 — 1974
Diploma, All
Ali Trotta-Marshall Ali Trotta-Marshall's Merrill Lynch Experience January 1994 - September 2003
Job Executive Personal Assistant
Industry Education Management
Experience
To be announced January 2015 - Present
Financial Advisor January 2013 - June 2015
Willow Creek Academy September 2011 - June 2014
Orton Development April 2010 - May 2011
Mavenhouse Marketing 2009 - 2011
Merrill Lynch January 1994 - September 2003
Skills
Executive and Personal..., Teaching, Photography, Fashion, Natural Medicine, Detoxification, Bikram Yoga, Responsive Classroom, Creative Writing
Education
San Francisco State University 1992 — 1996
Bachelor's Degree, Global Peace, Performing Arts
West Chester University of Pennsylvania 1985 — 1986
Music Theory and Composition, Theatre - Sound, Lighting, Freshman
To be announced January 2015 - Present
Financial Advisor January 2013 - June 2015
Willow Creek Academy September 2011 - June 2014
Orton Development April 2010 - May 2011
Mavenhouse Marketing 2009 - 2011
Merrill Lynch January 1994 - September 2003
Skills
Executive and Personal..., Teaching, Photography, Fashion, Natural Medicine, Detoxification, Bikram Yoga, Responsive Classroom, Creative Writing
Education
San Francisco State University 1992 — 1996
Bachelor's Degree, Global Peace, Performing Arts
West Chester University of Pennsylvania 1985 — 1986
Music Theory and Composition, Theatre - Sound, Lighting, Freshman
Jason Nickels Jason Nickels's Merrill Lynch Experience May 2004 - February 2011
Job Associate Vice President
Industry Financial Services
Experience
Morgan Stanley February 2011 - Present
Merrill Lynch May 2004 - February 2011
Smart and Final June 1988 - May 2004
Skills
Asset Allocation, Finance, Strategic Financial..., Wealth, Mutual Funds, Series 7, Equities, Financial Analysis, Investment Strategies, Financial Advisory, IRAs, Retirement, Investments, Wealth Management, Securities, CRPC, Series 65, Management, Risk Assessment, Financial Planning, Portfolio Management, Asset Management
Education
San Francisco State University, College of Business 1993 — 1996
International Business, Finance
Morgan Stanley February 2011 - Present
Merrill Lynch May 2004 - February 2011
Smart and Final June 1988 - May 2004
Skills
Asset Allocation, Finance, Strategic Financial..., Wealth, Mutual Funds, Series 7, Equities, Financial Analysis, Investment Strategies, Financial Advisory, IRAs, Retirement, Investments, Wealth Management, Securities, CRPC, Series 65, Management, Risk Assessment, Financial Planning, Portfolio Management, Asset Management
Education
San Francisco State University, College of Business 1993 — 1996
International Business, Finance
Filip Niculete's Merrill Lynch Experience July 2010 - August 2010
Job Senior Associate at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap December 2011 - Present
CYgroup Trading March 2011 - September 2011
Merrill Lynch July 2010 - August 2010
Bank of America March 2010 - June 2010
First Investors Corporation May 2009 - August 2009
Skills
Hard Worker, Trading, Travel, Inside Sales, Microsoft Office, Romanian, Mathematics, Organizing, Planning, Flash, Real Estate, Commercial Real Estate, Corporate Finance, Real Estate Finance, Real Estate Investment, International Relations, Real Estate Economics, Investment Properties, Due Diligence
Education
San Diego State University-California State University 2005 — 2009
Bachelors, Finance
Granada Hills High School 2001 — 2005
Marcus & Millichap December 2011 - Present
CYgroup Trading March 2011 - September 2011
Merrill Lynch July 2010 - August 2010
Bank of America March 2010 - June 2010
First Investors Corporation May 2009 - August 2009
Skills
Hard Worker, Trading, Travel, Inside Sales, Microsoft Office, Romanian, Mathematics, Organizing, Planning, Flash, Real Estate, Commercial Real Estate, Corporate Finance, Real Estate Finance, Real Estate Investment, International Relations, Real Estate Economics, Investment Properties, Due Diligence
Education
San Diego State University-California State University 2005 — 2009
Bachelors, Finance
Granada Hills High School 2001 — 2005
Louis Cano's Merrill Lynch Experience March 2008 - Present
Job Portfolio Manager in the PIA Investment Program at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2008 - Present
Merrill Lynch March 2008 - Present
UBS Wealth Management July 1994 - March 2008
Skills
Asset Allocation, Investments, Mutual Funds, Portfolio Management, Series 7, Wealth Management
Education
San Francisco State University 1988 — 1992
Bachelor of Science (BS), Economics
Merrill Lynch March 2008 - Present
Merrill Lynch March 2008 - Present
UBS Wealth Management July 1994 - March 2008
Skills
Asset Allocation, Investments, Mutual Funds, Portfolio Management, Series 7, Wealth Management
Education
San Francisco State University 1988 — 1992
Bachelor of Science (BS), Economics
Ron Sison Ron Sison's Merrill Lynch Experience August 2008 - February 2009
Job Sr. A/R Analyst at Salesforce
Industry Accounting
Experience
Salesforce October 2011 - Present
Gap Inc./ Gap January 2011 - October 2011
Tselogs Cafe March 2010 - September 2011
Peninsula Temple Sholom November 2009 - April 2010
Merrill Lynch August 2008 - February 2009
The Sak February 2007 - August 2008
The Sharper Image January 2003 - February 2007
The Sharper Image May 2001 - December 2002
Skills
Accounting, Salesforce.com, Leadership, Accounts Receivable, Microsoft Office, QuickBooks, Public Speaking, Team Building, Peer Mentoring, Salesforce, PeopleSoft, Oracle R12 Financials, Bloomberg, AS400/EDI Lawson, Concur Expense Reports...
Education
San Francisco State University, College of Business
Bachelor of Science, Business Administration/Marketing
Salesforce October 2011 - Present
Gap Inc./ Gap January 2011 - October 2011
Tselogs Cafe March 2010 - September 2011
Peninsula Temple Sholom November 2009 - April 2010
Merrill Lynch August 2008 - February 2009
The Sak February 2007 - August 2008
The Sharper Image January 2003 - February 2007
The Sharper Image May 2001 - December 2002
Skills
Accounting, Salesforce.com, Leadership, Accounts Receivable, Microsoft Office, QuickBooks, Public Speaking, Team Building, Peer Mentoring, Salesforce, PeopleSoft, Oracle R12 Financials, Bloomberg, AS400/EDI Lawson, Concur Expense Reports...
Education
San Francisco State University, College of Business
Bachelor of Science, Business Administration/Marketing
Vladimir Romanovsky Vladimir Romanovsky's Merrill Lynch Experience November 2006 - April 2007
Job Senior Financial Analyst at KLATencor | MBA Candidate Haas School of Business
Industry Semiconductors
Experience
KLA-Tencor April 2014 - Present
Raytheon October 2013 - April 2014
General Atomics December 2011 - September 2013
Northrop Grumman December 2008 - December 2011
Cubic Defense Applications April 2007 - November 2008
Merrill Lynch November 2006 - April 2007
Skills
Cost Management, Forecasting, Financial Modeling, Cost Engineering, Project Planning, Project Control, Cost Model Development, Earned Value Management, Process Improvement, Program Management, Analysis, Proposal Writing, Strategic Planning, Root Cause Analysis, Budgets, Project Management, SAP, Financial Analysis, Access
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor of Arts, Major in Economics; Minor in German
KLA-Tencor April 2014 - Present
Raytheon October 2013 - April 2014
General Atomics December 2011 - September 2013
Northrop Grumman December 2008 - December 2011
Cubic Defense Applications April 2007 - November 2008
Merrill Lynch November 2006 - April 2007
Skills
Cost Management, Forecasting, Financial Modeling, Cost Engineering, Project Planning, Project Control, Cost Model Development, Earned Value Management, Process Improvement, Program Management, Analysis, Proposal Writing, Strategic Planning, Root Cause Analysis, Budgets, Project Management, SAP, Financial Analysis, Access
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor of Arts, Major in Economics; Minor in German
Kyle Fong Kyle Fong's Merrill Lynch Experience January 2010 - May 2010
Job Senior Technical Support Analyst at Hitachi Data Systems
Industry Information Technology and Services
Experience
Hitachi Data Systems July 2014 - Present
Hitachi Data Systems February 2013 - June 2014
Occupational Services, Inc. March 2011 - February 2013
Best Buy November 2002 - April 2011
Bank of America August 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Senator Pete Domenici January 2004 - May 2004
Skills
Storage Area Networks, NAS, Troubleshooting, Technical Support, Customer Service, Customer Satisfaction, Storage, Microsoft Word, Microsoft Excel, Management, PowerPoint, Account Management, Auditing, Teamwork, Team Leadership, Information Technology, Team Building, Hardware, Enterprise Storage, Hitachi Storage, Hitachi SAN, Economics, Computer Hardware, Microsoft Office, Outlook, Windows 7, Windows Vista, SAN, Disaster Recovery, Cloud Computing, CCNA
Education
San Diego State University-California State University 2008 — 2010
Bachelor's Degree, Economics
Hitachi Data Systems July 2014 - Present
Hitachi Data Systems February 2013 - June 2014
Occupational Services, Inc. March 2011 - February 2013
Best Buy November 2002 - April 2011
Bank of America August 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Senator Pete Domenici January 2004 - May 2004
Skills
Storage Area Networks, NAS, Troubleshooting, Technical Support, Customer Service, Customer Satisfaction, Storage, Microsoft Word, Microsoft Excel, Management, PowerPoint, Account Management, Auditing, Teamwork, Team Leadership, Information Technology, Team Building, Hardware, Enterprise Storage, Hitachi Storage, Hitachi SAN, Economics, Computer Hardware, Microsoft Office, Outlook, Windows 7, Windows Vista, SAN, Disaster Recovery, Cloud Computing, CCNA
Education
San Diego State University-California State University 2008 — 2010
Bachelor's Degree, Economics
Damian Zamudio Damian Zamudio's Merrill Lynch Experience January 2006 - April 2007
Job Regional Sales Manager International at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management November 2012 - Present
BlackRock January 2009 - October 2010
BlackRock April 2007 - December 2008
Merrill Lynch January 2006 - April 2007
Merrill Lynch January 2004 - December 2005
Skills
Asset Managment, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Equities, Wealth Management, Investment Strategies, Hedge Funds, Separately Managed..., Asset Management, Securities, Investment Management
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), International Business
Aberdeen Asset Management November 2012 - Present
BlackRock January 2009 - October 2010
BlackRock April 2007 - December 2008
Merrill Lynch January 2006 - April 2007
Merrill Lynch January 2004 - December 2005
Skills
Asset Managment, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Fixed Income, Equities, Wealth Management, Investment Strategies, Hedge Funds, Separately Managed..., Asset Management, Securities, Investment Management
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), International Business
Trey Munday Trey Munday's Merrill Lynch Experience February 1999 - April 2003
Job President at My Local C.F.O.
Industry Accounting
Experience
My Local C. F. O. June 2010 - Present
Great Ecology, Inc. March 2011 - August 2014
The Risk Management Association - Young Professional Committee / San Diego Chapter September 2009 - June 2012
Union Bank of California August 2005 - July 2010
Morgan Stanley May 2003 - May 2005
Merrill Lynch February 1999 - April 2003
Salomon Smith Barney September 1993 - February 1999
Skills
Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Accounting, Treasury Management, Banking, Commercial Banking, Cash Flow, Internal Controls, Financial Reporting, Credit Risk, Investments, Finance, Small Business, Asset Management, Financial Risk, Leadership, Cash Management, Budgets, Financial Services, Executive Management, Management
Education
San Diego State University-California State University
Economics, Capital Markets
My Local C. F. O. June 2010 - Present
Great Ecology, Inc. March 2011 - August 2014
The Risk Management Association - Young Professional Committee / San Diego Chapter September 2009 - June 2012
Union Bank of California August 2005 - July 2010
Morgan Stanley May 2003 - May 2005
Merrill Lynch February 1999 - April 2003
Salomon Smith Barney September 1993 - February 1999
Skills
Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Accounting, Treasury Management, Banking, Commercial Banking, Cash Flow, Internal Controls, Financial Reporting, Credit Risk, Investments, Finance, Small Business, Asset Management, Financial Risk, Leadership, Cash Management, Budgets, Financial Services, Executive Management, Management
Education
San Diego State University-California State University
Economics, Capital Markets
A.J. Walia's Merrill Lynch Experience April 2006 - March 2009
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2010 - Present
J.P. Morgan Chase October 2009 - September 2010
Merrill Lynch April 2006 - March 2009
Wells Fargo Private Bank July 2001 - April 2006
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Financial Services, 401k, Investment Strategies, Relationship Management, Financial Advisory, Investment Advisory, Securities, Financial Analysis
Education
San Jose State University 2001 — 2003
Bachelor of Science (BS), Management Information Systems
Fidelity Investments September 2010 - Present
J.P. Morgan Chase October 2009 - September 2010
Merrill Lynch April 2006 - March 2009
Wells Fargo Private Bank July 2001 - April 2006
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Financial Services, 401k, Investment Strategies, Relationship Management, Financial Advisory, Investment Advisory, Securities, Financial Analysis
Education
San Jose State University 2001 — 2003
Bachelor of Science (BS), Management Information Systems
William Carlisle William Carlisle's Merrill Lynch Experience September 2012 - December 2014
Job Senior Associate Investment Center Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Merrill Lynch September 2012 - December 2014
Cambridge Investment Research, Inc August 2011 - April 2012
Ocean Colony Partners, LLC February 2009 - November 2010
Skills
ArcGIS, SPSS, Policy Analysis, Sales Excellence, Customer Relations, Hospitality Management, Securities Compliance, Albridge, Microsoft CRM, Investment Operations, Securities, Investments, Customer Service, Uniform Combined State..., Asset Allocation, Microsoft Excel, Training, Finance, Financial Services, Retirement Planning, Series 7, Mutual Funds, Leadership, Public Speaking
Education
San Francisco State University
BA, Political Science
Merrill Edge December 2014 - Present
Merrill Lynch September 2012 - December 2014
Cambridge Investment Research, Inc August 2011 - April 2012
Ocean Colony Partners, LLC February 2009 - November 2010
Skills
ArcGIS, SPSS, Policy Analysis, Sales Excellence, Customer Relations, Hospitality Management, Securities Compliance, Albridge, Microsoft CRM, Investment Operations, Securities, Investments, Customer Service, Uniform Combined State..., Asset Allocation, Microsoft Excel, Training, Finance, Financial Services, Retirement Planning, Series 7, Mutual Funds, Leadership, Public Speaking
Education
San Francisco State University
BA, Political Science
Edward Najjar Edward Najjar's Merrill Lynch Experience April 1997 - June 2000
Job Founder / CEO / Executive Managing Partner at Micromedia Strategies Inc.
Industry Financial Services
Experience
Micromedia Strategies, Inc. January 2010 - Present
Datnalysis Corporation July 2004 - December 2009
Prudential Financial June 2000 - June 2004
Merrill Lynch April 1997 - June 2000
Shearson Lehman / Smith Barney September 1990 - January 1997
Morgan Stanley February 1988 - September 1990
Skills
Investor Relations, Investments, Venture Capital, Finance, IPO, Equities, CFM, FX trading, Investment Strategies, Metastock, GPM (Guided Portfolio..., Chief Economic Advisor..., Portfolio Management, Asset Management, CSD (Consulting..., Technical Analysis: E..., Chief Investment..., Institutional Trading..., Metastock 10, Q Charts, Elliott Wave Forcaster, Fluent in Arabic, Asset Managment, MetaStock 13 Pro, Thompson Reuters Eikon..., Mutual Funds, Series 7
Education
San Diego State University-California State University 1983 — 1987
Bachelor of Science (BS), Business/Managerial Economics
Tasis Greece
Micromedia Strategies, Inc. January 2010 - Present
Datnalysis Corporation July 2004 - December 2009
Prudential Financial June 2000 - June 2004
Merrill Lynch April 1997 - June 2000
Shearson Lehman / Smith Barney September 1990 - January 1997
Morgan Stanley February 1988 - September 1990
Skills
Investor Relations, Investments, Venture Capital, Finance, IPO, Equities, CFM, FX trading, Investment Strategies, Metastock, GPM (Guided Portfolio..., Chief Economic Advisor..., Portfolio Management, Asset Management, CSD (Consulting..., Technical Analysis: E..., Chief Investment..., Institutional Trading..., Metastock 10, Q Charts, Elliott Wave Forcaster, Fluent in Arabic, Asset Managment, MetaStock 13 Pro, Thompson Reuters Eikon..., Mutual Funds, Series 7
Education
San Diego State University-California State University 1983 — 1987
Bachelor of Science (BS), Business/Managerial Economics
Tasis Greece
Keyan Taji Keyan Taji's Merrill Lynch Experience July 2009 - January 2010
Job President & Founder at Approach Mobile LLC
Industry Information Technology and Services
Experience
Approach Mobile May 2010 - Present
BODYARMOR Nutrition, LLC June 2013 - Present
USD Venture Vetting Entrepreneurship Competition April 2012 - Present
Designer Infographics July 2012 - December 2012
Merrill Lynch July 2009 - January 2010
Skills
Product Development, Investments, Mobile Applications, Strategic Partnerships, Start-ups, Entrepreneurship, Salesforce.com, E-commerce, Business Development, SEO, Cloud Computing, New Business Development, Business Strategy, Online Advertising, Marketing, Software Development, Web Marketing, Enterprise Software, Competitive Analysis, Online Marketing, CRM, Mobile Devices, Strategy, Management, Lead Generation, Email Marketing, Social Media Marketing, SEM, Analytics, Sales, Mobile Marketing
Education
San Diego State University-California State University 2008 — 2011
Bachelor's degree, Marketing
Approach Mobile May 2010 - Present
BODYARMOR Nutrition, LLC June 2013 - Present
USD Venture Vetting Entrepreneurship Competition April 2012 - Present
Designer Infographics July 2012 - December 2012
Merrill Lynch July 2009 - January 2010
Skills
Product Development, Investments, Mobile Applications, Strategic Partnerships, Start-ups, Entrepreneurship, Salesforce.com, E-commerce, Business Development, SEO, Cloud Computing, New Business Development, Business Strategy, Online Advertising, Marketing, Software Development, Web Marketing, Enterprise Software, Competitive Analysis, Online Marketing, CRM, Mobile Devices, Strategy, Management, Lead Generation, Email Marketing, Social Media Marketing, SEM, Analytics, Sales, Mobile Marketing
Education
San Diego State University-California State University 2008 — 2011
Bachelor's degree, Marketing
Inbar Koppel's Merrill Lynch Experience July 2007 - December 2007
Job Product Associate Latin America iShares at BlackRock
Industry Financial Services
Experience
BlackRock October 2011 - April 2015
BlackRock February 2011 - November 2011
RiskMetrics Group February 2010 - July 2010
Kaye Investments January 2009 - September 2009
Barclays Global Investors February 2008 - August 2008
Merrill Lynch July 2007 - December 2007
Skills
Equities, Spanish, Hedge Funds, Microsoft Office, Hebrew, Workshop Facilitation, Proposal Writing, Investments, Customer Service
Education
Bar-Ilan University, International
MBA
San Francisco State University
B.A, Economics
Universidad Complutense de Madrid
BlackRock October 2011 - April 2015
BlackRock February 2011 - November 2011
RiskMetrics Group February 2010 - July 2010
Kaye Investments January 2009 - September 2009
Barclays Global Investors February 2008 - August 2008
Merrill Lynch July 2007 - December 2007
Skills
Equities, Spanish, Hedge Funds, Microsoft Office, Hebrew, Workshop Facilitation, Proposal Writing, Investments, Customer Service
Education
Bar-Ilan University, International
MBA
San Francisco State University
B.A, Economics
Universidad Complutense de Madrid
C. Scott Sutcliff C. Scott Sutcliff's Merrill Lynch Experience September 1992 - January 2009
Job Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch September 1992 - January 2009
Education
San Diego State University-California State University 1986 — 1988
Bachelor of Science, Finance
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch September 1992 - January 2009
Education
San Diego State University-California State University 1986 — 1988
Bachelor of Science, Finance
Kent Matson Kent Matson's Merrill Lynch Experience 2010 - Present
Job Financial Advisor, CFP, CRPC
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
AXA Advisors June 2008 - March 2010
Education
San Francisco State University 2000 — 2003
BA
Santa Clara University
Merrill Lynch 2010 - Present
AXA Advisors June 2008 - March 2010
Education
San Francisco State University 2000 — 2003
BA
Santa Clara University
Gregory Pearson Gregory Pearson's Merrill Lynch Experience 2006 - 2007
Job
Industry Information Technology and Services
Experience
Sybase May 2014 - October 2014
Novartis May 2013 - December 2013
Brighterion October 2012 - February 2013
Zhone Technologies August 2012 - October 2012
Zhone Technologies August 2012 - October 2012
Wells Fargo January 2011 - September 2012
Walmart.com May 2010 - January 2011
Exelixis February 2007 - March 2010
Merrill Lynch 2006 - 2007
Military.com 2005 - 2006
Skills
Solaris, Sun, Red Hat Linux, Unix, Linux, Project Management, Databases, Program Management, Agile Methodologies, Vendor Management, Software Documentation, Process Improvement, Software Development, Business Analysis, Virtualization, Data Center, VMware, Disaster Recovery, Servers, System Administration, Storage Area Networks, SAN, Storage, Troubleshooting, Enterprise Software, RHEL, Hardware, System Deployment
Education
University of California, Berkeley 1974 — 1982
ph. c., French Literature & Comparative Literature
San Francisco State University
ba, ma, french
Sybase May 2014 - October 2014
Novartis May 2013 - December 2013
Brighterion October 2012 - February 2013
Zhone Technologies August 2012 - October 2012
Zhone Technologies August 2012 - October 2012
Wells Fargo January 2011 - September 2012
Walmart.com May 2010 - January 2011
Exelixis February 2007 - March 2010
Merrill Lynch 2006 - 2007
Military.com 2005 - 2006
Skills
Solaris, Sun, Red Hat Linux, Unix, Linux, Project Management, Databases, Program Management, Agile Methodologies, Vendor Management, Software Documentation, Process Improvement, Software Development, Business Analysis, Virtualization, Data Center, VMware, Disaster Recovery, Servers, System Administration, Storage Area Networks, SAN, Storage, Troubleshooting, Enterprise Software, RHEL, Hardware, System Deployment
Education
University of California, Berkeley 1974 — 1982
ph. c., French Literature & Comparative Literature
San Francisco State University
ba, ma, french
Jasin Carlen's Merrill Lynch Experience November 1998 - February 2008
Job Wealth Management Advisor
Industry Investment Management
Experience
Thiesen Dueker Financial Consulting Group January 2010 - Present
Morgan Stanley Smith Barney November 2006 - February 2010
Merrill Lynch November 1998 - February 2008
Skills
Financial Services, Series 7, Finance, Asset Managment, Retirement Planning, Alternative Investments, Equities, Wealth Management, Strategic Financial..., Investments, Series 63, Mutual Funds, Wealth, Financial Planners
Education
San Diego State University-California State University 1989 — 1992
Bachelor of Arts, Economics
Thiesen Dueker Financial Consulting Group January 2010 - Present
Morgan Stanley Smith Barney November 2006 - February 2010
Merrill Lynch November 1998 - February 2008
Skills
Financial Services, Series 7, Finance, Asset Managment, Retirement Planning, Alternative Investments, Equities, Wealth Management, Strategic Financial..., Investments, Series 63, Mutual Funds, Wealth, Financial Planners
Education
San Diego State University-California State University 1989 — 1992
Bachelor of Arts, Economics
Nancy Yi Nancy Yi's Merrill Lynch Experience September 1998 - January 2003
Job Data Analyst
Industry Accounting
Experience
EY November 2014 - Present
Sony Pictures Entertainment June 2014 - November 2014
Komarov Enterprises May 2013 - April 2014
1933 Group May 2013 - April 2014
The Sullivan Group June 2008 - March 2013
Chase Home Finance December 2006 - March 2008
Countrywide Home Loans November 2005 - September 2006
Merrill Lynch September 1998 - January 2003
Skills
Mortgage Lending, Insurance, Series 24, Risk Management, Refinance, Microsoft Office, Reinsurance, Microsoft Excel, Microsoft Word, Cost Accounting, Accruals, Accounts Payable, Accounts Receivable, Accounting, ADP Payroll, Underwriting, Workers Compensation, Brokers, Sales, Financial Analysis
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Accounting and Business/Management
San Francisco State University 1992 — 1997
Bachelor of Science (BS), Biology, General
Narbonne 1989 — 1992
EY November 2014 - Present
Sony Pictures Entertainment June 2014 - November 2014
Komarov Enterprises May 2013 - April 2014
1933 Group May 2013 - April 2014
The Sullivan Group June 2008 - March 2013
Chase Home Finance December 2006 - March 2008
Countrywide Home Loans November 2005 - September 2006
Merrill Lynch September 1998 - January 2003
Skills
Mortgage Lending, Insurance, Series 24, Risk Management, Refinance, Microsoft Office, Reinsurance, Microsoft Excel, Microsoft Word, Cost Accounting, Accruals, Accounts Payable, Accounts Receivable, Accounting, ADP Payroll, Underwriting, Workers Compensation, Brokers, Sales, Financial Analysis
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Accounting and Business/Management
San Francisco State University 1992 — 1997
Bachelor of Science (BS), Biology, General
Narbonne 1989 — 1992
Lynn Singer Lynn Singer's Merrill Lynch Experience 1995 - 1996
Job Professional Voice and Acting Teacher / Artist
Industry Entertainment
Experience
LS Voiceworks/LS Acting January 1985 - Present
T Schreiber Studio 1991 - 2009
SAG/AFTRA/AEA 1979 - 1999
Merrill Lynch 1995 - 1996
Yale University 1982 - 1991
Skills
AFTRA, Dialects, Commercials, Public Speaking, Video Production, Singing, Voice Acting, Acting, Voice Over, Improvisation, Video, Comedy, Short Films, Entertainment, Film, Theatre, Narrative, Audio Books, Film Production, Casting, Documentaries, Vocal, Producing, Music, Television, Emcee, Stage Combat, Radio, Stage, Vocal Coaching, Creative Writing, Drama, Screenwriting, Shakespeare, Sound, Sketch Comedy, Independent Film, Feature Films, On-camera
Education
San Francisco State University 1975 — 1980
B.A., Literature, Theatre, Film, 3.7 (4.0 highest)
HB Studio
Theatre
LS Voiceworks/LS Acting January 1985 - Present
T Schreiber Studio 1991 - 2009
SAG/AFTRA/AEA 1979 - 1999
Merrill Lynch 1995 - 1996
Yale University 1982 - 1991
Skills
AFTRA, Dialects, Commercials, Public Speaking, Video Production, Singing, Voice Acting, Acting, Voice Over, Improvisation, Video, Comedy, Short Films, Entertainment, Film, Theatre, Narrative, Audio Books, Film Production, Casting, Documentaries, Vocal, Producing, Music, Television, Emcee, Stage Combat, Radio, Stage, Vocal Coaching, Creative Writing, Drama, Screenwriting, Shakespeare, Sound, Sketch Comedy, Independent Film, Feature Films, On-camera
Education
San Francisco State University 1975 — 1980
B.A., Literature, Theatre, Film, 3.7 (4.0 highest)
HB Studio
Theatre
Gary Grossblatt, CFP®, CRPS®'s Merrill Lynch Experience 2008 - 2013
Job UBS Financial Services Inc. Vice President, Portfolio Manager, Complex Sales Manager
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2013 - Present
Merrill Lynch 2008 - 2013
UBS Financial Services, Inc. June 2004 - May 2008
Macys, NJ and Seattle Divisions September 1999 - June 2004
Lamonts Apparel 1997 - 1999
Robinsons-May 1987 - 1997
Bullocks Wilshire 1985 - 1988
Education
San Diego State University-California State University 1977 — 1982
BA, Political Science
UBS Financial Services, Inc. September 2013 - Present
Merrill Lynch 2008 - 2013
UBS Financial Services, Inc. June 2004 - May 2008
Macys, NJ and Seattle Divisions September 1999 - June 2004
Lamonts Apparel 1997 - 1999
Robinsons-May 1987 - 1997
Bullocks Wilshire 1985 - 1988
Education
San Diego State University-California State University 1977 — 1982
BA, Political Science
Jeffrey Good, MBA Jeffrey Good, MBA's Merrill Lynch Experience 1997 - 2000
Job
Industry Sports
Experience
Forrest T. Jones 2013 - Present
National Scouting Report 2012 - Present
St. Louis Cardinals 1994 - Present
CNBS, LLC 2007 - 2012
Kansas City Chiefs 2007 - 2007
Dickerson Financial Services 2004 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
Sports Marketing, Investments, Sports Management, Baseball, Sports, Ticket Sales, Marketing Strategy, Football, Strategic Planning, New Business Development, Brand Development, Scouting, Statistics, Contract Negotiation, Sports Writing, Survey Design, NFL, Sports Law, Survey Research, Athletes, Survey Development, Financial Analysis, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies
Education
San Diego State University-California State University 2006 — 2007
MBA, Sports Business Management
The University of Kansas 1988 — 1992
B.S., Business Administration
Forrest T. Jones 2013 - Present
National Scouting Report 2012 - Present
St. Louis Cardinals 1994 - Present
CNBS, LLC 2007 - 2012
Kansas City Chiefs 2007 - 2007
Dickerson Financial Services 2004 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
Sports Marketing, Investments, Sports Management, Baseball, Sports, Ticket Sales, Marketing Strategy, Football, Strategic Planning, New Business Development, Brand Development, Scouting, Statistics, Contract Negotiation, Sports Writing, Survey Design, NFL, Sports Law, Survey Research, Athletes, Survey Development, Financial Analysis, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies
Education
San Diego State University-California State University 2006 — 2007
MBA, Sports Business Management
The University of Kansas 1988 — 1992
B.S., Business Administration
Tony Villasenor Tony Villasenor's Merrill Lynch Experience June 1982 - July 1986
Job Managing Partner at Sierra US West
Industry Real Estate
Experience
Sierra US West April 2011 - Present
Grubb & Ellis 1990 - 2011
Grubb & Ellis 1990 - 2011
Voit Real Estate Services May 2008 - April 2010
Lee & Associates Commercial Real Estate Brokerage May 2007 - May 2008
Business Real Estate Company August 1986 - May 2007
Merrill Lynch June 1982 - July 1986
Skills
Real Estate, Real Estate Development, Investment Properties, Disposition, Real Estate Transactions, Property Management, Real Estate Economics, Leases, Brokerage, Investments, Residential Homes, Location Intelligence, Due Diligence, Corporate Real Estate, Investors, Asset Managment, REO, Commercial Real Estate, Negotiation, Landlord, Asset Management, Shopping Centers, Tenant Representation, Entitlements, Tenant, Real Estate Financing, Lease Negotiations, Lease Administration, Integrity
Education
San Diego State University-California State University 1979 — 1982
Real Estate Finance
Sierra US West April 2011 - Present
Grubb & Ellis 1990 - 2011
Grubb & Ellis 1990 - 2011
Voit Real Estate Services May 2008 - April 2010
Lee & Associates Commercial Real Estate Brokerage May 2007 - May 2008
Business Real Estate Company August 1986 - May 2007
Merrill Lynch June 1982 - July 1986
Skills
Real Estate, Real Estate Development, Investment Properties, Disposition, Real Estate Transactions, Property Management, Real Estate Economics, Leases, Brokerage, Investments, Residential Homes, Location Intelligence, Due Diligence, Corporate Real Estate, Investors, Asset Managment, REO, Commercial Real Estate, Negotiation, Landlord, Asset Management, Shopping Centers, Tenant Representation, Entitlements, Tenant, Real Estate Financing, Lease Negotiations, Lease Administration, Integrity
Education
San Diego State University-California State University 1979 — 1982
Real Estate Finance
Rick Webster's Merrill Lynch Experience 2006 - 2008
Job Vice President at Neudesic Media Group
Industry Online Media
Experience
Neudesic Media Group February 2008 - Present
Merrill Lynch 2006 - 2008
E*TRADE Financial Corporation 2004 - 2006
Bargain Network 2002 - 2004
CallWave 1999 - 2001
Century Direct Marketing 1996 - 1999
Skills
Online Advertising, Sales Management, Lead Generation, Marketing, Leadership, Advertising Sales, Strategic Partnerships, Direct Marketing, Strategic Planning, Social Media, Negotiation, Start-ups, Ad Networks, Team Leadership, Management, Marketing Management, Customer Acquisition, Relationship Management, Digital Marketing, Digital Media, Analytics, Website Monetization, Email Marketing, B2B, Sales Training, PPC, IT Marketing, Developer Marketing, Google Analytics, Google Adwords, Media Buying, Display Advertising, Call Center Management, Digital Strategy, Team Management, Behavioral Targeting, Brand Awareness, Marketing Strategy, B2B Marketing
Education
San Francisco State University
BA, Communication
Neudesic Media Group February 2008 - Present
Merrill Lynch 2006 - 2008
E*TRADE Financial Corporation 2004 - 2006
Bargain Network 2002 - 2004
CallWave 1999 - 2001
Century Direct Marketing 1996 - 1999
Skills
Online Advertising, Sales Management, Lead Generation, Marketing, Leadership, Advertising Sales, Strategic Partnerships, Direct Marketing, Strategic Planning, Social Media, Negotiation, Start-ups, Ad Networks, Team Leadership, Management, Marketing Management, Customer Acquisition, Relationship Management, Digital Marketing, Digital Media, Analytics, Website Monetization, Email Marketing, B2B, Sales Training, PPC, IT Marketing, Developer Marketing, Google Analytics, Google Adwords, Media Buying, Display Advertising, Call Center Management, Digital Strategy, Team Management, Behavioral Targeting, Brand Awareness, Marketing Strategy, B2B Marketing
Education
San Francisco State University
BA, Communication
Sam Head's Merrill Lynch Experience February 1989 - September 1991
Job Innovation Management Consultant
Industry Financial Services
Experience
Mindjet August 2011 - Present
Wells Fargo Bank October 2006 - July 2011
Williams-Sonoma, Inc. February 2004 - June 2006
Discovery Toys March 2003 - December 2003
Visa September 2002 - October 2002
Groundswell January 2000 - November 2001
SAP June 1998 - December 1999
Integrated Project Systems May 1997 - August 1997
Charles Schwab February 1992 - July 1997
Merrill Lynch February 1989 - September 1991
Skills
Cross-functional Team..., Financial Analysis, Marketing, Strategic Planning, Analytics, Strategy, Marketing Strategy, Business Analysis, Program Management, Project Management, Product Management, Business Strategy, Leadership, SaaS, Business Development, Enterprise Software, CRM, Change Management, Team Building, Manage Client..., Training, Teaching, Workshop Facilitation, Facilitations, Executive Facilitation, Sales, Consulting, Facilitators, Analysis, Start-ups, Project Planning, Executive Management, Finance, Strategic Partnerships
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
Master of Business Administration, Marketing, Finance
San Diego State University-California State University 1982 — 1988
BS, Business - Financial Services
Mindjet August 2011 - Present
Wells Fargo Bank October 2006 - July 2011
Williams-Sonoma, Inc. February 2004 - June 2006
Discovery Toys March 2003 - December 2003
Visa September 2002 - October 2002
Groundswell January 2000 - November 2001
SAP June 1998 - December 1999
Integrated Project Systems May 1997 - August 1997
Charles Schwab February 1992 - July 1997
Merrill Lynch February 1989 - September 1991
Skills
Cross-functional Team..., Financial Analysis, Marketing, Strategic Planning, Analytics, Strategy, Marketing Strategy, Business Analysis, Program Management, Project Management, Product Management, Business Strategy, Leadership, SaaS, Business Development, Enterprise Software, CRM, Change Management, Team Building, Manage Client..., Training, Teaching, Workshop Facilitation, Facilitations, Executive Facilitation, Sales, Consulting, Facilitators, Analysis, Start-ups, Project Planning, Executive Management, Finance, Strategic Partnerships
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
Master of Business Administration, Marketing, Finance
San Diego State University-California State University 1982 — 1988
BS, Business - Financial Services
Jennifer Lollis's Merrill Lynch Experience June 2004 - August 2004
Job Executive Account Manager at TelePacific Communications
Industry Telecommunications
Experience
TelePacific Communications September 2011 - Present
IMERITI, INC February 2010 - September 2011
Cbeyond March 2008 - January 2009
SPECTRUM RESTAURANT GROUP August 2004 - December 2004
Merrill Lynch June 2004 - August 2004
BANANA REPUBLIC January 1998 - January 2003
Skills
Insurance, Sales, Marketing, Employee Benefits, New Business Development, Account Management, Sales Process, Sales Management, Business Planning, Management, Sales Operations, Contract Negotiation, CRM, Customer Service, Training, Recruiting, Customer Retention, Call Centers, Networking, Time Management, Forecasting, Program Management, Cold Calling, Managed Services, Selling, Direct Marketing, Direct Sales, Salesforce.com, Solution Selling
Education
NATIONAL UNIVERSITY 2005 — 2009
Bachelors, Business Management
San Francisco State University, College of Business 2003 — 2004
International Business, Chinese
TelePacific Communications September 2011 - Present
IMERITI, INC February 2010 - September 2011
Cbeyond March 2008 - January 2009
SPECTRUM RESTAURANT GROUP August 2004 - December 2004
Merrill Lynch June 2004 - August 2004
BANANA REPUBLIC January 1998 - January 2003
Skills
Insurance, Sales, Marketing, Employee Benefits, New Business Development, Account Management, Sales Process, Sales Management, Business Planning, Management, Sales Operations, Contract Negotiation, CRM, Customer Service, Training, Recruiting, Customer Retention, Call Centers, Networking, Time Management, Forecasting, Program Management, Cold Calling, Managed Services, Selling, Direct Marketing, Direct Sales, Salesforce.com, Solution Selling
Education
NATIONAL UNIVERSITY 2005 — 2009
Bachelors, Business Management
San Francisco State University, College of Business 2003 — 2004
International Business, Chinese
Maylita Sullivan-Walker's Merrill Lynch Experience April 1998 - January 2006
Job Commercial Banking Officer at Greater Bay Bank
Industry Banking
Experience
Wells Fargo Bank 2008 - Present
Wells Fargo Bank July 2006 - Present
Merrill Lynch April 1998 - January 2006
Education
San Diego State University-California State University 1990 — 1996
Wells Fargo Bank 2008 - Present
Wells Fargo Bank July 2006 - Present
Merrill Lynch April 1998 - January 2006
Education
San Diego State University-California State University 1990 — 1996
Jason R. Pemberton's Merrill Lynch Experience June 1999 - September 2001
Job Experienced Executive in Alternative Investments and Financial Services
Industry Investment Management
Experience
Altegris January 2009 - May 2014
Altegris March 2006 - December 2008
Hedgeworks LLC March 2004 - February 2006
National Planning Corporation (NPC) June 2003 - March 2004
SunAmerica Securties December 2001 - April 2003
Merrill Lynch June 1999 - September 2001
Skills
Asset Managment, Equities, Hedge Funds, Risk Management, Fixed Income, Fund Accounting, Manage Client..., Model Portfolios, Equity Trading, Alternative Investments, Direct Sales, Microsoft Excel, Business Development, Financial Services
Education
San Diego State University-California State University
Bachelor's Degree, Finance
Altegris January 2009 - May 2014
Altegris March 2006 - December 2008
Hedgeworks LLC March 2004 - February 2006
National Planning Corporation (NPC) June 2003 - March 2004
SunAmerica Securties December 2001 - April 2003
Merrill Lynch June 1999 - September 2001
Skills
Asset Managment, Equities, Hedge Funds, Risk Management, Fixed Income, Fund Accounting, Manage Client..., Model Portfolios, Equity Trading, Alternative Investments, Direct Sales, Microsoft Excel, Business Development, Financial Services
Education
San Diego State University-California State University
Bachelor's Degree, Finance
Eliza K. Wysokinski's Merrill Lynch Experience August 2006 - December 2006
Job at Shell Oil Company
Industry Accounting
Experience
Shell Oil Company January 2009 - Present
Grant Thornton June 2007 - August 2007
Merrill Lynch August 2006 - December 2006
Education
San Francisco State University, College of Business 2005 — 2008
MBA, Accounting
Université Robert Schuman (Strasbourg III) 2003 — 2003
Diploma of International Comparative Law
University of Lodz 1998 — 2003
Master Degree in Law, Trade Law
Shell Oil Company January 2009 - Present
Grant Thornton June 2007 - August 2007
Merrill Lynch August 2006 - December 2006
Education
San Francisco State University, College of Business 2005 — 2008
MBA, Accounting
Université Robert Schuman (Strasbourg III) 2003 — 2003
Diploma of International Comparative Law
University of Lodz 1998 — 2003
Master Degree in Law, Trade Law
Clarence Souza, CFP®'s Merrill Lynch Experience January 2013 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Union Banc Investment Services January 2005 - January 2013
TD Waterhouse January 2000 - October 2004
Skills
Strategic Financial...
Education
San Diego State University-California State University 2002 — 2004
MSBA, Financial and Tax Planning
University of California, San Diego 1997 — 1999
Bachelor of Science (B.S.), Economics
Merrill Lynch January 2013 - Present
Union Banc Investment Services January 2005 - January 2013
TD Waterhouse January 2000 - October 2004
Skills
Strategic Financial...
Education
San Diego State University-California State University 2002 — 2004
MSBA, Financial and Tax Planning
University of California, San Diego 1997 — 1999
Bachelor of Science (B.S.), Economics
Ron Chin's Merrill Lynch Experience January 1997 - January 2000
Job Retirement Plan Manager at University of San Francisco
Industry Financial Services
Experience
University of San Francisco November 2013 - Present
The Online 401(k) November 2003 - October 2013
ADP January 2002 - November 2003
BenefitStreet February 2000 - January 2002
Merrill Lynch January 1997 - January 2000
Skills
401k, Financial Services, Pension Administration, Retirement Planning, ERISA, Mutual Funds, Retirement, Process Improvement, Defined Contribution, Investments, Profit Sharing, ETFs, Asset Allocation, Series 7
Education
San Francisco State University
University of San Francisco November 2013 - Present
The Online 401(k) November 2003 - October 2013
ADP January 2002 - November 2003
BenefitStreet February 2000 - January 2002
Merrill Lynch January 1997 - January 2000
Skills
401k, Financial Services, Pension Administration, Retirement Planning, ERISA, Mutual Funds, Retirement, Process Improvement, Defined Contribution, Investments, Profit Sharing, ETFs, Asset Allocation, Series 7
Education
San Francisco State University
Dieter Bollmann's Merrill Lynch Experience June 2000 - November 2002
Job VP Investments
Industry Financial Services
Experience
First Financial Equity Corporation December 2002 - Present
Pegasus Vaulting Supply January 1994 - Present
Merrill Lynch June 2000 - November 2002
Siemens Corporation May 1994 - June 1999
Friedrich List Foundation September 1987 - June 1989
IBM April 1986 - August 1987
Hewlett-Packard January 1984 - August 1985
Skills
Personal Financial..., Strategic Financial..., Wealth Management, Investment Advisory..., Portfolio Management, Investments, Financial Analysis, Series 7
Education
University of Tübingen 1985 — 1991
Diplom-Kaufmann, Planning & Organization, Statistics, Computer Science
San Francisco State University, College of Business 1989 — 1990
International Finance, Strategic Planning, Japanese
First Financial Equity Corporation December 2002 - Present
Pegasus Vaulting Supply January 1994 - Present
Merrill Lynch June 2000 - November 2002
Siemens Corporation May 1994 - June 1999
Friedrich List Foundation September 1987 - June 1989
IBM April 1986 - August 1987
Hewlett-Packard January 1984 - August 1985
Skills
Personal Financial..., Strategic Financial..., Wealth Management, Investment Advisory..., Portfolio Management, Investments, Financial Analysis, Series 7
Education
University of Tübingen 1985 — 1991
Diplom-Kaufmann, Planning & Organization, Statistics, Computer Science
San Francisco State University, College of Business 1989 — 1990
International Finance, Strategic Planning, Japanese
Doug Kary's Merrill Lynch Experience July 1994 - October 2001
Job Vice President Wealth Mgt. at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2001 - Present
Merrill Lynch July 1994 - October 2001
General Dynamics June 1984 - July 1994
Skills
Series 7, Wealth Management, Alternative Investments
Education
San Diego State University-California State University 1978 — 1983
Bachelor Of Science, Finance
Morgan Stanley Smith Barney October 2001 - Present
Merrill Lynch July 1994 - October 2001
General Dynamics June 1984 - July 1994
Skills
Series 7, Wealth Management, Alternative Investments
Education
San Diego State University-California State University 1978 — 1983
Bachelor Of Science, Finance
Peter Wagener's Merrill Lynch Experience October 2012 - Present
Job Experienced Commercial Banker
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Charles Schwab August 2005 - August 2012
Merrill Lynch 2002 - 2005
Mechanics Bank 1997 - 2002
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Risk, Commercial Banking, Commercial Lending, Investments, Credit Analysis, Asset Managment, Asset Based Lending, Underwriting, Loan Origination, Portfolio Management, Risk Management, Financial Analysis, Commercial Mortgages, Mortgage Banking, Small Business Lending, Wealth Management, Private Equity, Series 7, Corporate Finance
Education
San Diego State University-California State University 1988 — 1993
BA, Economics
Merrill Lynch October 2012 - Present
Charles Schwab August 2005 - August 2012
Merrill Lynch 2002 - 2005
Mechanics Bank 1997 - 2002
Skills
Loans, Mortgage Lending, Credit, Banking, Credit Risk, Commercial Banking, Commercial Lending, Investments, Credit Analysis, Asset Managment, Asset Based Lending, Underwriting, Loan Origination, Portfolio Management, Risk Management, Financial Analysis, Commercial Mortgages, Mortgage Banking, Small Business Lending, Wealth Management, Private Equity, Series 7, Corporate Finance
Education
San Diego State University-California State University 1988 — 1993
BA, Economics
Fernando Vizcaino's Merrill Lynch Experience May 2007 - September 2007
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan June 2011 - December 2013
J.P. Morgan June 2009 - June 2011
JPMorgan June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Series 7, Series 63, Bilingual-Spanish, Alternative Investments, Banking, Financial Markets, Investment Strategies, Bloomberg, Wealth Management, Investments, Equities, Portfolio Management, Hedge Funds, Private Equity, Bonds, Structured Products, Private Banking, Emerging Markets, Financial Services, Finance, Bloomberg Terminal, Cash Management, Relationship Management, Loans, Options, FX Options
Education
Stanford University Graduate School of Business 2015 — 2016
Stanford LEAD Certificate, Corporate Innovation
Tecnológico de Monterrey 2007 — 2008
International Business, Finance/ Accounting
San Diego State University-California State University 2002 — 2008
International Business, Finance
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan June 2011 - December 2013
J.P. Morgan June 2009 - June 2011
JPMorgan June 2008 - June 2009
Merrill Lynch May 2007 - September 2007
Skills
Series 7, Series 63, Bilingual-Spanish, Alternative Investments, Banking, Financial Markets, Investment Strategies, Bloomberg, Wealth Management, Investments, Equities, Portfolio Management, Hedge Funds, Private Equity, Bonds, Structured Products, Private Banking, Emerging Markets, Financial Services, Finance, Bloomberg Terminal, Cash Management, Relationship Management, Loans, Options, FX Options
Education
Stanford University Graduate School of Business 2015 — 2016
Stanford LEAD Certificate, Corporate Innovation
Tecnológico de Monterrey 2007 — 2008
International Business, Finance/ Accounting
San Diego State University-California State University 2002 — 2008
International Business, Finance
Craig Lyman's Merrill Lynch Experience January 2002 - October 2007
Job CEO, Douglas Feed and Pet Supply
Industry Retail
Experience
Douglas Feed and Pet Supply October 2007 - Present
Merrill Lynch January 2002 - October 2007
The Money Store May 1995 - January 2002
Washington Mutual 1999 - 2002
Skills
Customer Service, Public Speaking, Sales Management, Marketing Strategy, Strategic Planning, Online Advertising, Project Management, Marketing Communications, Entrepreneurship, Real Estate, Retail, Contract Negotiation, Merchandising, Insurance, Microsoft Office, Social Media, Sales, Marketing
Education
San Diego State University-California State University 1983 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Douglas Feed and Pet Supply October 2007 - Present
Merrill Lynch January 2002 - October 2007
The Money Store May 1995 - January 2002
Washington Mutual 1999 - 2002
Skills
Customer Service, Public Speaking, Sales Management, Marketing Strategy, Strategic Planning, Online Advertising, Project Management, Marketing Communications, Entrepreneurship, Real Estate, Retail, Contract Negotiation, Merchandising, Insurance, Microsoft Office, Social Media, Sales, Marketing
Education
San Diego State University-California State University 1983 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Judy (Lau) Yee's Merrill Lynch Experience July 2002 - February 2008
Job Venture Services Professional
Industry Financial Services
Experience
Merrill Lynch July 2002 - February 2008
Robertson Stephens July 1998 - July 2002
Alex Brown & Sons Inc. July 1994 - July 1998
Skills
Series 7, Financial Modeling, Venture Capital, Financial Analysis, Corporate Finance, Strategic Planning, Hedge Funds, Investment Banking, Alternative Investments
Education
San Francisco State University, College of Business
Merrill Lynch July 2002 - February 2008
Robertson Stephens July 1998 - July 2002
Alex Brown & Sons Inc. July 1994 - July 1998
Skills
Series 7, Financial Modeling, Venture Capital, Financial Analysis, Corporate Finance, Strategic Planning, Hedge Funds, Investment Banking, Alternative Investments
Education
San Francisco State University, College of Business
Greg Argyres's Merrill Lynch Experience August 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
UBS 2004 - 2007
Education
San Francisco State University, College of Business 2002 — 2005
MBA, Business
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (BA)
Merrill Lynch August 2007 - Present
UBS 2004 - 2007
Education
San Francisco State University, College of Business 2002 — 2005
MBA, Business
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (BA)
William Doremus's Merrill Lynch Experience 1992 - 1998
Job Secretary Treasurer at RJ Industries, Inc.
Industry Construction
Experience
RJ Industries, Inc. 2007 - Present
James McCullagh Co., Inc. 1999 - 2007
Merrill Lynch 1992 - 1998
Skills
Budgets, Team Building, Strategic Financial..., Accounting, Team Leadership, Negotiation, Project Planning, Leadership
Education
University of Colorado at Denver 1995 — 1997
Master of Science (MS), Finance
San Francisco State University
Bachelor of Science (BS), Business Administration
RJ Industries, Inc. 2007 - Present
James McCullagh Co., Inc. 1999 - 2007
Merrill Lynch 1992 - 1998
Skills
Budgets, Team Building, Strategic Financial..., Accounting, Team Leadership, Negotiation, Project Planning, Leadership
Education
University of Colorado at Denver 1995 — 1997
Master of Science (MS), Finance
San Francisco State University
Bachelor of Science (BS), Business Administration
Randy Lau's Merrill Lynch Experience August 2007 - February 2009
Job Analyst at BlackRock
Industry Financial Services
Rick DuPont's Merrill Lynch Experience 2002 - Present
Job Vice President / Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2002 - Present
Arrow Electronics 1996 - 2001
Skills
Series 7, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Portfolio Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation
Education
University of San Francisco 1993 — 1995
Business administration
San Diego State University-California State University
Merrill Lynch 2002 - Present
Arrow Electronics 1996 - 2001
Skills
Series 7, Uniform Combined State..., Wealth Management, Investments, Investment Advisory, Portfolio Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation
Education
University of San Francisco 1993 — 1995
Business administration
San Diego State University-California State University
Jeff Kendrick's Merrill Lynch Experience May 2000 - December 2005
Job Owner at New Adventures
Industry Leisure, Travel & Tourism
Experience
New Adventures December 2006 - Present
English Lakeland Ramblers December 2005 - Present
Merrill Lynch May 2000 - December 2005
Education
San Diego State University-California State University 1989 — 1992
B.A., Political Science
New Adventures December 2006 - Present
English Lakeland Ramblers December 2005 - Present
Merrill Lynch May 2000 - December 2005
Education
San Diego State University-California State University 1989 — 1992
B.A., Political Science
Neel Pujara's Merrill Lynch Experience January 2004 - May 2007
Job Vice President at First Foundation Bank
Industry Financial Services
Experience
First Foundation Inc. May 2014 - Present
Duniya Trade January 2010 - December 2013
Bank of America October 2008 - July 2010
Wells Fargo May 2007 - October 2008
Merrill Lynch January 2004 - May 2007
Skills
Investments, Series 7, Capital Markets, Mergers, Trading, Loans, Finance, Financial Services, Equities, Portfolio Management, Mutual Funds, Wealth Management, Securities, Asset Managment, Alternative Investments, Financial Modeling, Fixed Income, Series 63, Hedge Funds, Financial Analysis, Private Equity, Investment Banking, Derivatives, Mergers & Acquisitions, Venture Capital, Business Development, Entrepreneurship, Financial Markets, Corporate Finance
Education
San Diego State University-California State University 2001 — 2003
BS, Finance
First Foundation Inc. May 2014 - Present
Duniya Trade January 2010 - December 2013
Bank of America October 2008 - July 2010
Wells Fargo May 2007 - October 2008
Merrill Lynch January 2004 - May 2007
Skills
Investments, Series 7, Capital Markets, Mergers, Trading, Loans, Finance, Financial Services, Equities, Portfolio Management, Mutual Funds, Wealth Management, Securities, Asset Managment, Alternative Investments, Financial Modeling, Fixed Income, Series 63, Hedge Funds, Financial Analysis, Private Equity, Investment Banking, Derivatives, Mergers & Acquisitions, Venture Capital, Business Development, Entrepreneurship, Financial Markets, Corporate Finance
Education
San Diego State University-California State University 2001 — 2003
BS, Finance
Edwin Cortez's Merrill Lynch Experience October 2009 - December 2009
Job Project Manager
Industry Market Research
Experience
Oris4 January 2013 - July 2015
Jazz Pharmaceuticals October 2013 - April 2014
Olson Research Group, Inc. September 2011 - September 2013
George P Johnson March 2011 - September 2011
Oracle Corporation December 2010 - March 2011
GJT Construction December 2009 - December 2010
Merrill Lynch October 2009 - December 2009
GJT Construction November 2008 - October 2009
Peterson Power Systems August 2007 - November 2008
AC Trade Consultants June 2005 - August 2007
Skills
Project Management, Market Research, CRM, Strategic Planning, Microsoft Office, Microsoft Excel, Research, Analysis, Customer Service, Marketing, PowerPoint, Business Development, Spanish, Event Management, Access, Project Planning, English, Microsoft Word, Event Planning, Social Media, Leadership, Social Media Marketing, Sales, HTML, CSS, JavaScript, Data Analysis
Education
University of San Francisco 2008 — 2010
Masters, Project Management
San Francisco State University 2003 — 2007
BA, International Relations
Oris4 January 2013 - July 2015
Jazz Pharmaceuticals October 2013 - April 2014
Olson Research Group, Inc. September 2011 - September 2013
George P Johnson March 2011 - September 2011
Oracle Corporation December 2010 - March 2011
GJT Construction December 2009 - December 2010
Merrill Lynch October 2009 - December 2009
GJT Construction November 2008 - October 2009
Peterson Power Systems August 2007 - November 2008
AC Trade Consultants June 2005 - August 2007
Skills
Project Management, Market Research, CRM, Strategic Planning, Microsoft Office, Microsoft Excel, Research, Analysis, Customer Service, Marketing, PowerPoint, Business Development, Spanish, Event Management, Access, Project Planning, English, Microsoft Word, Event Planning, Social Media, Leadership, Social Media Marketing, Sales, HTML, CSS, JavaScript, Data Analysis
Education
University of San Francisco 2008 — 2010
Masters, Project Management
San Francisco State University 2003 — 2007
BA, International Relations
Enrique Flores's Merrill Lynch Experience 1999 - 2001
Job President at House 2 Home Pros, Inc
Industry Import and Export
Experience
House 2 Home Pros, Inc March 2013 - Present
Fruit Pros, LLC October 2001 - Present
Fat Boy Trucking, LLC August 2005 - December 2012
Eastlake Youth Football and Cheer 2009 - 2011
Chula Vista Youth Sports Council 2007 - 2011
Northwest Pros May 2005 - December 2010
Rebels Soccer Club 2007 - 2009
Merrill Lynch 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, New Business Development, Strategic Planning, Customer Service, Business Planning, Account Management, Operations Management, Sales, Marketing Strategy, Team Building, Sales Management, Marketing, Management, Process Improvement, Start-ups, Public Speaking, Forecasting, Negotiation, Budgets, Contract Negotiation
Education
San Diego State University-California State University
BA, Accounting
House 2 Home Pros, Inc March 2013 - Present
Fruit Pros, LLC October 2001 - Present
Fat Boy Trucking, LLC August 2005 - December 2012
Eastlake Youth Football and Cheer 2009 - 2011
Chula Vista Youth Sports Council 2007 - 2011
Northwest Pros May 2005 - December 2010
Rebels Soccer Club 2007 - 2009
Merrill Lynch 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, New Business Development, Strategic Planning, Customer Service, Business Planning, Account Management, Operations Management, Sales, Marketing Strategy, Team Building, Sales Management, Marketing, Management, Process Improvement, Start-ups, Public Speaking, Forecasting, Negotiation, Budgets, Contract Negotiation
Education
San Diego State University-California State University
BA, Accounting
Angelina Barskaia's Merrill Lynch Experience June 2013 - Present
Job Bank of America Merrill Lynch: Credit Services Consultant, Operational Risk Analyst
Industry Banking
Experience
Merrill Lynch June 2013 - Present
Bank of America June 2011 - June 2013
Carnegie Mellon Tepper School of Business August 2009 - May 2011
B&A, ALC August 2000 - July 2009
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Operations, Marketing, Organizational Behavior
San Francisco State University
BA, Psychology
Merrill Lynch June 2013 - Present
Bank of America June 2011 - June 2013
Carnegie Mellon Tepper School of Business August 2009 - May 2011
B&A, ALC August 2000 - July 2009
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Operations, Marketing, Organizational Behavior
San Francisco State University
BA, Psychology
Maurice McCook's Merrill Lynch Experience 2007 - 2008
Job Debtwire/ Mergermarket CRM at Mergermarket
Industry Financial Services
Experience
Mergermarket June 2013 - Present
CAE Online August 2012 - May 2013
Thomson Reuters September 2008 - February 2011
ITG 2011 - 2011
Wall Street Wizards 2008 - 2010
Merrill Lynch 2007 - 2008
Skills
Financial Statement..., Detail Oriented, Technical Quantitative..., Salesforce.com, CRM, Management, Sales, Analysis, Equities, Microsoft Excel, Bloomberg, Financial Modeling, Fixed Income, Financial Markets, Bloomberg Terminal
Education
San Francisco State University
BA, Economics
Mergermarket June 2013 - Present
CAE Online August 2012 - May 2013
Thomson Reuters September 2008 - February 2011
ITG 2011 - 2011
Wall Street Wizards 2008 - 2010
Merrill Lynch 2007 - 2008
Skills
Financial Statement..., Detail Oriented, Technical Quantitative..., Salesforce.com, CRM, Management, Sales, Analysis, Equities, Microsoft Excel, Bloomberg, Financial Modeling, Fixed Income, Financial Markets, Bloomberg Terminal
Education
San Francisco State University
BA, Economics
Natalie Nissenson's Merrill Lynch Experience June 2005 - August 2005
Job AP Supervisor, General Accounting at SuccessFactors
Industry Accounting
Experience
SuccessFactors April 2013 - Present
SuccessFactors September 2009 - March 2013
Lucas E Sorensen CPA LLP January 2009 - May 2009
San Francisco Dolphin South End Runners July 2003 - September 2008
H&R Block January 2007 - April 2007
Merrill Lynch June 2005 - August 2005
Skills
Business Process, Accounting, Financial Reporting, Accounts Payable, SAP, Customer Relations, SaaS, Auditing
Education
San Francisco State University 2006 — 2008
MBA, Accounting
University of California, Santa Cruz 2002 — 2006
BA, Business Management Economics
SuccessFactors April 2013 - Present
SuccessFactors September 2009 - March 2013
Lucas E Sorensen CPA LLP January 2009 - May 2009
San Francisco Dolphin South End Runners July 2003 - September 2008
H&R Block January 2007 - April 2007
Merrill Lynch June 2005 - August 2005
Skills
Business Process, Accounting, Financial Reporting, Accounts Payable, SAP, Customer Relations, SaaS, Auditing
Education
San Francisco State University 2006 — 2008
MBA, Accounting
University of California, Santa Cruz 2002 — 2006
BA, Business Management Economics
Victor Neculai's Merrill Lynch Experience June 2005 - January 2006
Job Principal, AUTOWORLDNET
Industry Automotive
Experience
AUTOWORLDNET October 2008 - Present
Autoworldnet 2006 - 2015
Autoworldnet 2006 - 2015
Bay Bridge Group April 2008 - September 2008
S&C Ford June 2006 - October 2007
Morgan Stanley Dean Witter January 2006 - June 2006
Merrill Lynch June 2005 - January 2006
Skills
Sales Management, Consultancy, Retail, Customer Relations, Toyota,Nissan,Kia,Jeep,G..., Automotive, Sales, Business Planning, Customer Service, CRM, E-commerce, Start-ups
Education
San Francisco State University, College of Business 2004 — 2005
BS, Finance
AUTOWORLDNET October 2008 - Present
Autoworldnet 2006 - 2015
Autoworldnet 2006 - 2015
Bay Bridge Group April 2008 - September 2008
S&C Ford June 2006 - October 2007
Morgan Stanley Dean Witter January 2006 - June 2006
Merrill Lynch June 2005 - January 2006
Skills
Sales Management, Consultancy, Retail, Customer Relations, Toyota,Nissan,Kia,Jeep,G..., Automotive, Sales, Business Planning, Customer Service, CRM, E-commerce, Start-ups
Education
San Francisco State University, College of Business 2004 — 2005
BS, Finance
Jim D'Alessio's Merrill Lynch Experience 2010 - Present
Job Financial Advisor, CRPC® at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2010 - Present
Education
San Diego State University-California State University 1990 — 1993
B. S., Business Admin. - Finance
Merrill Lynch 2010 - Present
Education
San Diego State University-California State University 1990 — 1993
B. S., Business Admin. - Finance
J. C. Duncan's Merrill Lynch Experience May 2009 - Present
Job SVP and Resident Manager at Merrill Lynch
Industry Banking
Experience
Merrill Lynch May 2009 - Present
Bank of America September 1999 - April 2009
Union Bank February 1990 - September 1999
Skills
Speak Spanish, Public Speaking, Sales Management, Strategic Planning, Team Building, Recruiting, Business Development, Commercial Banking, Mortgage Lending, Credit, Loans, Budgets, Wealth Management, Leadership Development, Business Strategy, Management, Leadership
Education
San Diego State University-California State University 1986 — 1991
Bachelor of Arts, Public Administration and Spanish
Merrill Lynch May 2009 - Present
Bank of America September 1999 - April 2009
Union Bank February 1990 - September 1999
Skills
Speak Spanish, Public Speaking, Sales Management, Strategic Planning, Team Building, Recruiting, Business Development, Commercial Banking, Mortgage Lending, Credit, Loans, Budgets, Wealth Management, Leadership Development, Business Strategy, Management, Leadership
Education
San Diego State University-California State University 1986 — 1991
Bachelor of Arts, Public Administration and Spanish
Craig Warpack's Merrill Lynch Experience May 2009 - August 2009
Job .
Industry Semiconductors
Experience
Qualcomm November 2013 - Present
Sony Electronics March 2012 - October 2013
Sony Electronics July 2011 - March 2012
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Excel VBA, SAP R/3, SAP BW, BEx Analyzer, Hyperion Enterprise, Cognos, VBA, Strategic Financial..., Access, Business Process..., Accounting, Financial Forecasting, Financial Reporting, Forecasting, Microsoft Excel, Project Management, Cross-functional Team..., Management, Competitive Analysis
Education
San Diego State University-California State University 2008 — 2010
Bachelors Science, Finance
Qualcomm November 2013 - Present
Sony Electronics March 2012 - October 2013
Sony Electronics July 2011 - March 2012
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Excel VBA, SAP R/3, SAP BW, BEx Analyzer, Hyperion Enterprise, Cognos, VBA, Strategic Financial..., Access, Business Process..., Accounting, Financial Forecasting, Financial Reporting, Forecasting, Microsoft Excel, Project Management, Cross-functional Team..., Management, Competitive Analysis
Education
San Diego State University-California State University 2008 — 2010
Bachelors Science, Finance
Doug Gilbert's Merrill Lynch Experience August 1984 - June 1990
Job Partnerships Patent Navigation
Industry Computer Software
Experience
Patent Navigation Inc. March 2015 - Present
Gametime United November 2013 - November 2014
Credit-Suisse 2011 - November 2013
Bear Stearns October 2002 - June 2004
Donaldson, Lufkin & Jenrette July 1990 - October 2002
Merrill Lynch August 1984 - June 1990
Skills
Patents, Strategic Partnerships, Venture Financing, Event Ticketing, Money Management
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Science (BS), Finance/English (Double Major)
Patent Navigation Inc. March 2015 - Present
Gametime United November 2013 - November 2014
Credit-Suisse 2011 - November 2013
Bear Stearns October 2002 - June 2004
Donaldson, Lufkin & Jenrette July 1990 - October 2002
Merrill Lynch August 1984 - June 1990
Skills
Patents, Strategic Partnerships, Venture Financing, Event Ticketing, Money Management
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Science (BS), Finance/English (Double Major)
Daniel Stolin's Merrill Lynch Experience October 2004 - January 2005
Job Volunteer at American Cancer Society (Discovery Shops)
Industry Translation and Localization
Experience
American Cancer Society July 2009 - Present
Linguistic Bridges March 2009 - Present
U.S. Census Bureau May 2010 - July 2010
U.S. Census Bureau March 2010 - April 2010
David Lewis Patent Agency February 2006 - June 2009
Internal Revenue Service February 2007 - April 2007
Merrill Lynch October 2004 - January 2005
Education
San Diego State University-California State University 2003 — 2005
B.A., International Business
San Jose City College 2001 — 2003
De Anza College
Work2Future
American Cancer Society July 2009 - Present
Linguistic Bridges March 2009 - Present
U.S. Census Bureau May 2010 - July 2010
U.S. Census Bureau March 2010 - April 2010
David Lewis Patent Agency February 2006 - June 2009
Internal Revenue Service February 2007 - April 2007
Merrill Lynch October 2004 - January 2005
Education
San Diego State University-California State University 2003 — 2005
B.A., International Business
San Jose City College 2001 — 2003
De Anza College
Work2Future
Phil Schapiro's Merrill Lynch Experience 2003 - 2004
Job Experienced Renewable Energy Financier
Industry Financial Services
Experience
Wells Fargo Bank December 2007 - Present
First Federal Bank of California 2004 - 2006
Merrill Lynch 2003 - 2004
Morgan Stanley Private Wealth Management 2000 - 2003
Donaldson Lufkin & Jenrette 1999 - 2000
Education
San Diego State University-California State University 2006 — 2007
MBA, Finance & Entrepreneurship
Wells Fargo Bank December 2007 - Present
First Federal Bank of California 2004 - 2006
Merrill Lynch 2003 - 2004
Morgan Stanley Private Wealth Management 2000 - 2003
Donaldson Lufkin & Jenrette 1999 - 2000
Education
San Diego State University-California State University 2006 — 2007
MBA, Finance & Entrepreneurship
Joyce Zonca's Merrill Lynch Experience 1999 - August 2003
Job Client Relationship Specialist at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2014 - Present
CSAA Insurance Group August 2009 - June 2014
Golden Gate Advisors August 2003 - August 2009
Merrill Lynch 1999 - August 2003
Skills
Insurance, Risk Management, SDLC, Process Improvement, Vendor Management, Financial Services, Business Requirements, Business Process...
Education
San Francisco State University
Bachelor of Arts (BA), Economics
Lincoln Financial Advisors August 2014 - Present
CSAA Insurance Group August 2009 - June 2014
Golden Gate Advisors August 2003 - August 2009
Merrill Lynch 1999 - August 2003
Skills
Insurance, Risk Management, SDLC, Process Improvement, Vendor Management, Financial Services, Business Requirements, Business Process...
Education
San Francisco State University
Bachelor of Arts (BA), Economics
Lorena Moudi's Merrill Lynch Experience 1999 - 2003
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Litman Gregory 2012 - 2013
David White & Associates 2009 - 2011
Charles Schwab 2003 - 2004
Merrill Lynch 1999 - 2003
Matthews International Capital Management 1996 - 1998
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management
Education
San Francisco State University
Morgan Stanley 2013 - Present
Litman Gregory 2012 - 2013
David White & Associates 2009 - 2011
Charles Schwab 2003 - 2004
Merrill Lynch 1999 - 2003
Matthews International Capital Management 1996 - 1998
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management
Education
San Francisco State University
Bradley Quan's Merrill Lynch Experience November 2013 - Present
Job Financial Advisor at Merrill Lynch Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - Present
Lehman Brothers August 2003 - September 2008
Skills
Fixed Income, Equities, Investment Banking, Derivatives, Alternative Investments, Bloomberg, Hedge Funds, Equity Research, Capital Markets, Trading Systems, Securities, Series 7, Asset Allocation, Options, Investments
Education
San Francisco State University, College of Business
Corporate Finance
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - Present
Lehman Brothers August 2003 - September 2008
Skills
Fixed Income, Equities, Investment Banking, Derivatives, Alternative Investments, Bloomberg, Hedge Funds, Equity Research, Capital Markets, Trading Systems, Securities, Series 7, Asset Allocation, Options, Investments
Education
San Francisco State University, College of Business
Corporate Finance
Lauren Rider's Merrill Lynch Experience July 2007 - January 2009
Job Registered Client Associate
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
JPMorgan Chase November 2013 - Present
Remcor Group October 2012 - October 2013
Truly Blessed LLC August 2011 - February 2013
Merrill Lynch July 2007 - January 2009
Encore Credit Corporation February 2004 - November 2005
Skills
Investments, Business Development, Mutual Funds, Marketing Strategy, Marketing, Series 7, New Business Development, Asset Management, Sales, Series 63, Financial Analysis, Insurance, Customer Service, Financial Services, Investment Advisory
Education
San Diego State University-California State University 2003 — 2004
Morgan Stanley December 2014 - Present
JPMorgan Chase November 2013 - Present
Remcor Group October 2012 - October 2013
Truly Blessed LLC August 2011 - February 2013
Merrill Lynch July 2007 - January 2009
Encore Credit Corporation February 2004 - November 2005
Skills
Investments, Business Development, Mutual Funds, Marketing Strategy, Marketing, Series 7, New Business Development, Asset Management, Sales, Series 63, Financial Analysis, Insurance, Customer Service, Financial Services, Investment Advisory
Education
San Diego State University-California State University 2003 — 2004
Christopher Hoobler's Merrill Lynch Experience Financial AdvisorMerrill LynchServerKings Seafood, San Diego2006 - 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial AdvisorMerrill LynchServerKings Seafood, San Diego2006 - 2008
Education
San Diego State University-California State University 2007 — 2009
Pre-Professional Economics, Economics
Merrill Lynch Financial AdvisorMerrill LynchServerKings Seafood, San Diego2006 - 2008
Education
San Diego State University-California State University 2007 — 2009
Pre-Professional Economics, Economics
Jonathan Abantao's Merrill Lynch Experience February 2009 - May 2009
Job Level III CFA Candidate
Industry Investment Management
Experience
Samsonite Black Label February 2008 - August 2010
Merrill Lynch February 2009 - May 2009
IHCWay February 2007 - July 2007
Skills
Financial Modeling, Photoshop, Japanese, Dreamweaver, Microsoft Office
Education
San Francisco State University, College of Business 2004 — 2009
Bachelor of Science, International Business and Finance
Waseda University 2006 — 2007
Japanese and Business
Samsonite Black Label February 2008 - August 2010
Merrill Lynch February 2009 - May 2009
IHCWay February 2007 - July 2007
Skills
Financial Modeling, Photoshop, Japanese, Dreamweaver, Microsoft Office
Education
San Francisco State University, College of Business 2004 — 2009
Bachelor of Science, International Business and Finance
Waseda University 2006 — 2007
Japanese and Business
Joseph Zeller's Merrill Lynch Experience November 2003 - February 2004
Job Sr Accountant at Accelrys Inc
Industry Biotechnology
Experience
Accelrys September 2013 - Present
3E Company May 2011 - September 2013
Open Door Pub Co October 2010 - February 2011
HSBC Auto Finance February 2005 - March 2010
Merrill Lynch November 2003 - February 2004
Skills
Computer Programs, Financial Services, Time Management, Multi Tasking, Communication, Problem Solving, Leadership
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Science (B.S.), International Business (Finance Emphasis)
European School of Economics 2004 — 2004
International Business
Santa Barbara City College 2000 — 2001
Associate of Arts (A.A.), Economics & Accounting
Accelrys September 2013 - Present
3E Company May 2011 - September 2013
Open Door Pub Co October 2010 - February 2011
HSBC Auto Finance February 2005 - March 2010
Merrill Lynch November 2003 - February 2004
Skills
Computer Programs, Financial Services, Time Management, Multi Tasking, Communication, Problem Solving, Leadership
Education
San Diego State University-California State University 2002 — 2004
Bachelor of Science (B.S.), International Business (Finance Emphasis)
European School of Economics 2004 — 2004
International Business
Santa Barbara City College 2000 — 2001
Associate of Arts (A.A.), Economics & Accounting
Paul Sargis's Merrill Lynch Experience February 2001 - February 2006
Job Private Banker
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. February 2014 - Present
Citibank February 2006 - February 2014
Merrill Lynch February 2001 - February 2006
BBVA Compass June 1998 - February 2001
Skills
Loans, Banking, Credit, Credit Analysis, Portfolio Management, Wealth Management, Investments, Financial Analysis, Derivatives, Asset Management, Securities, Series 7, Mergers & Acquisitions, Financial Structuring
Education
San Diego State University-California State University 1985 — 1989
Finance
Morgan Stanley Private Bank, N.A. February 2014 - Present
Citibank February 2006 - February 2014
Merrill Lynch February 2001 - February 2006
BBVA Compass June 1998 - February 2001
Skills
Loans, Banking, Credit, Credit Analysis, Portfolio Management, Wealth Management, Investments, Financial Analysis, Derivatives, Asset Management, Securities, Series 7, Mergers & Acquisitions, Financial Structuring
Education
San Diego State University-California State University 1985 — 1989
Finance
Scott Winters's Merrill Lynch Experience 1995 - 1999
Job CEO, Eqis
Industry Financial Services
Experience
EQIS January 2003 - Present
Merrill Lynch 1995 - 1999
Skills
Mutual Funds, Alternative Investments, Investment Strategies, Asset Management, Asset Allocation, Investments, Wealth Management, Series 7, Investment Advisory, Portfolio Management, Financial Advisory, 401k, Retirement, Series 63
Education
San Diego State University-California State University
Bachelor's degree, Business Economics
EQIS January 2003 - Present
Merrill Lynch 1995 - 1999
Skills
Mutual Funds, Alternative Investments, Investment Strategies, Asset Management, Asset Allocation, Investments, Wealth Management, Series 7, Investment Advisory, Portfolio Management, Financial Advisory, 401k, Retirement, Series 63
Education
San Diego State University-California State University
Bachelor's degree, Business Economics
Cristina Ayson's Merrill Lynch Experience 1999 - 2001
Job Professional Business English Teacher / Lecturer
Industry Education Management
Experience
Ayson and Associates (TPOEC - The Power of English Communication) January 2010 - Present
St Giles International April 2014 - March 2015
Aula Intercultural October 2009 - June 2012
New England Institute 2009 - 2010
EF International Language Centers for Professionals 2006 - 2008
Merrill Lynch 1999 - 2001
Morgan Stanley Investment Management 1994 - 1998
Skills
Inglés, Español, Inglés como lengua..., Social Media, Public Speaking, Microsoft Office, Teaching, Docencia, Conflict Resolution, Multi-Cultural Team..., Presentation Development, Speaker Programs, International Relations, Intercultural..., Entrepreneurship..., Marketing Effectiveness, Conversation Analysis, Guest Lecturing, Project Management, Negotiation, Spanish, English
Education
Cambridge University English Teaching Certification (CELTA) 2008 — 2009
CELTA, Certificate of English Language Teaching to Adults
San Francisco State University
Bachelor's degree, International Business
Ayson and Associates (TPOEC - The Power of English Communication) January 2010 - Present
St Giles International April 2014 - March 2015
Aula Intercultural October 2009 - June 2012
New England Institute 2009 - 2010
EF International Language Centers for Professionals 2006 - 2008
Merrill Lynch 1999 - 2001
Morgan Stanley Investment Management 1994 - 1998
Skills
Inglés, Español, Inglés como lengua..., Social Media, Public Speaking, Microsoft Office, Teaching, Docencia, Conflict Resolution, Multi-Cultural Team..., Presentation Development, Speaker Programs, International Relations, Intercultural..., Entrepreneurship..., Marketing Effectiveness, Conversation Analysis, Guest Lecturing, Project Management, Negotiation, Spanish, English
Education
Cambridge University English Teaching Certification (CELTA) 2008 — 2009
CELTA, Certificate of English Language Teaching to Adults
San Francisco State University
Bachelor's degree, International Business
Scott Maclise's Merrill Lynch Experience February 1981 - February 1988
Job Owner, LPL Financial
Industry Investment Management
Experience
LPL Financial October 1992 - Present
Shearson Lehman Brothers March 1988 - October 1992
Merrill Lynch February 1981 - February 1988
Skills
Investments, Securities, Wealth Management, FINRA, Investment Advisory, Retirement, Series 7, 401k, Retirement Planning, Investment Strategies, Fixed Annuities, Estate Planning, Financial Advisory, Mutual Funds, IRAs
Education
San Francisco State University 1975 — 1977
Psychology
LPL Financial October 1992 - Present
Shearson Lehman Brothers March 1988 - October 1992
Merrill Lynch February 1981 - February 1988
Skills
Investments, Securities, Wealth Management, FINRA, Investment Advisory, Retirement, Series 7, 401k, Retirement Planning, Investment Strategies, Fixed Annuities, Estate Planning, Financial Advisory, Mutual Funds, IRAs
Education
San Francisco State University 1975 — 1977
Psychology
Dr Fred Dietzen's Merrill Lynch Experience 2000 - 2002
Job EVOKE Your Migraine & Pain Solution
Industry Health, Wellness and Fitness
Experience
Evoke - Your Migraine & Pain Solution 2012 - Present
Wells Fargo 2003 - 2008
Merrill Lynch 2000 - 2002
Skills
Wellness, Pain Management, Chiropractic, Healing, Neck Pain, Healthcare, Headaches, Public Speaking, Yoga, Spine, Strength Training, Sports, Back Pain, Stretching, Chronic Pain, Sciatica, Fitness, Chronic Illness, Alternative Medicine, Upper Cervical, Nutritional Counseling, Personal Training, Rehabilitation, X-ray, Corporations, Fitness Training, Holistic Health, Supplements, Fibromyalgia, Nutrition, Wellness Coaching, Small Business, Lifestyle, NUCCA, Health, Upper Cervical..., Carpal Tunnel Syndrome, Scoliosis
Education
Life Chiropractic college west 2008 — 2011
Doctor of Chiropractic, NUCCA Upper Cervical
San Diego State University-California State University 1996 — 2000
BS, Finance
Lincoln HS 1990 — 1993
Evoke - Your Migraine & Pain Solution 2012 - Present
Wells Fargo 2003 - 2008
Merrill Lynch 2000 - 2002
Skills
Wellness, Pain Management, Chiropractic, Healing, Neck Pain, Healthcare, Headaches, Public Speaking, Yoga, Spine, Strength Training, Sports, Back Pain, Stretching, Chronic Pain, Sciatica, Fitness, Chronic Illness, Alternative Medicine, Upper Cervical, Nutritional Counseling, Personal Training, Rehabilitation, X-ray, Corporations, Fitness Training, Holistic Health, Supplements, Fibromyalgia, Nutrition, Wellness Coaching, Small Business, Lifestyle, NUCCA, Health, Upper Cervical..., Carpal Tunnel Syndrome, Scoliosis
Education
Life Chiropractic college west 2008 — 2011
Doctor of Chiropractic, NUCCA Upper Cervical
San Diego State University-California State University 1996 — 2000
BS, Finance
Lincoln HS 1990 — 1993
Sheryl Dahlke Anderson's Merrill Lynch Experience 1999 - 2002
Job Banker Associate at Citi Private Bank
Industry Banking
Experience
Citi Private Bank 2005 - Present
WM Financial Services 2003 - 2004
Securian Financial Group 2002 - 2003
Merrill Lynch 1999 - 2002
Skills
Portfolio Management, Process Improvement, Banking, Wealth Management, Financial Analysis
Education
San Francisco State University
BS, Business
Citi Private Bank 2005 - Present
WM Financial Services 2003 - 2004
Securian Financial Group 2002 - 2003
Merrill Lynch 1999 - 2002
Skills
Portfolio Management, Process Improvement, Banking, Wealth Management, Financial Analysis
Education
San Francisco State University
BS, Business
David Miraglia's Merrill Lynch Experience August 2011 - Present
Job Senior Private Client Advisor, Vice President, Wealth Management Group at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2014 - Present
Merrill Lynch August 2011 - Present
Skills
Siebel, S, WordPerfect, Access, Marketing, Wealth Management, Financial Services, FINRA
Education
Grade school?
Sacred Heart High School
San Francisco State University
Bachelor of Science, Managment
San Francisco State University
Bachelor of Science, International Business
Bank of the West February 2014 - Present
Merrill Lynch August 2011 - Present
Skills
Siebel, S, WordPerfect, Access, Marketing, Wealth Management, Financial Services, FINRA
Education
Grade school?
Sacred Heart High School
San Francisco State University
Bachelor of Science, Managment
San Francisco State University
Bachelor of Science, International Business
Elizabeth Cohan's Merrill Lynch Experience 2005 - 2014
Job Vice President Surveillance Associate at Cantor Fitzgerald Wealth Partners, LLC.
Industry Financial Services
Experience
Cantor Fitzgerald Wealth Partners, LLC. July 2014 - Present
Bank of America June 2005 - June 2014
Merrill Lynch 2005 - 2014
Skills
Series 6, 7, and 63
Education
San Francisco State University
B.A.
Cantor Fitzgerald Wealth Partners, LLC. July 2014 - Present
Bank of America June 2005 - June 2014
Merrill Lynch 2005 - 2014
Skills
Series 6, 7, and 63
Education
San Francisco State University
B.A.
Luciano Trentoni's Merrill Lynch Experience August 2011 - November 2012
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors May 2007 - June 2011
Skills
Wealth Management, Investments, Securities, Insurance, Quantitative Analytics, Series 7, Asset Allocation, Wealth Management..., ETFs, Investment Advisory, Separately Managed..., Series 66, Customer Satisfaction, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 63, Finance, Portfolio Management, Uniform Combined State...
Education
St. Mary's College of California 2012 — 2013
Financial analysis and investment management, Accounting and Finance
San Francisco State University 2002 — 2007
Bachelor of Science (BSc), Business/Managerial Economics, 3.64
Charles Schwab November 2012 - Present
Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors May 2007 - June 2011
Skills
Wealth Management, Investments, Securities, Insurance, Quantitative Analytics, Series 7, Asset Allocation, Wealth Management..., ETFs, Investment Advisory, Separately Managed..., Series 66, Customer Satisfaction, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 63, Finance, Portfolio Management, Uniform Combined State...
Education
St. Mary's College of California 2012 — 2013
Financial analysis and investment management, Accounting and Finance
San Francisco State University 2002 — 2007
Bachelor of Science (BSc), Business/Managerial Economics, 3.64
Anne K. Warton's Merrill Lynch Experience 1994 - 2004
Job Executive Assistant Seeking New Opportunity
Industry Financial Services
Experience
Job Seeker June 2014 - Present
Redwood Trust, Inc. June 2013 - June 2014
Kaiser Foundation Health Plan November 2011 - December 2012
Health Net (MHN) 2007 - 2011
Human Concepts April 2007 - November 2007
Fireman's Fund Insurance Company May 2006 - March 2007
Contract Positions January 2005 - June 2006
Opt4 Derivatives 2004 - 2005
Merrill Lynch 1994 - 2004
Skills
Microsoft Word, Microsoft Excel, Organization, Visio, Lotus Notes, E-Learning, Outlook, Customer Service, Research, Vendor Management, Employee Training, Event Planning, Healthcare, Office Management, Administrative..., Leadership, Underwriting, Training, Compliance, Project Planning, Project Management, MS Office Suite 2010, PowerPoint, Employee Benefits, Data Entry, Sales, Strategy
Education
College of Marin
Associate of Arts (AA)
San Francisco State University
Tamalpais High School - Mill Valley, CA
Diploma
Job Seeker June 2014 - Present
Redwood Trust, Inc. June 2013 - June 2014
Kaiser Foundation Health Plan November 2011 - December 2012
Health Net (MHN) 2007 - 2011
Human Concepts April 2007 - November 2007
Fireman's Fund Insurance Company May 2006 - March 2007
Contract Positions January 2005 - June 2006
Opt4 Derivatives 2004 - 2005
Merrill Lynch 1994 - 2004
Skills
Microsoft Word, Microsoft Excel, Organization, Visio, Lotus Notes, E-Learning, Outlook, Customer Service, Research, Vendor Management, Employee Training, Event Planning, Healthcare, Office Management, Administrative..., Leadership, Underwriting, Training, Compliance, Project Planning, Project Management, MS Office Suite 2010, PowerPoint, Employee Benefits, Data Entry, Sales, Strategy
Education
College of Marin
Associate of Arts (AA)
San Francisco State University
Tamalpais High School - Mill Valley, CA
Diploma
Lucy Martinez Banuelos's Merrill Lynch Experience July 1998 - May 2009
Job Client service associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - Present
Merrill Lynch July 1998 - May 2009
Coutts December 1995 - May 1998
Citibank January 1993 - October 1995
Republic Bank August 1986 - September 1991
Bank of America July 1982 - March 1985
Skills
Series 7, Series 63
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley Wealth Management May 2009 - Present
Merrill Lynch July 1998 - May 2009
Coutts December 1995 - May 1998
Citibank January 1993 - October 1995
Republic Bank August 1986 - September 1991
Bank of America July 1982 - March 1985
Skills
Series 7, Series 63
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Shirley Chu's Merrill Lynch Experience April 2006 - July 2013
Job Executive/Team Assistant at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management August 2013 - Present
Merrill Lynch April 2006 - July 2013
Lucky Chances Casino August 2003 - April 2006
J.T. Dental Group March 1994 - July 2003
Education
San Francisco State University 1998 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
UBS Wealth Management August 2013 - Present
Merrill Lynch April 2006 - July 2013
Lucky Chances Casino August 2003 - April 2006
J.T. Dental Group March 1994 - July 2003
Education
San Francisco State University 1998 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Ivy Suryasentana's Merrill Lynch Experience October 2005 - March 2006
Job VP Compliance & Risk Officer at Trans Pacific National Bank
Industry Banking
Experience
Trans Pacific National Bank September 2014 - Present
Trans Pacific National Bank May 2009 - August 2014
California Pacific Bank January 2008 - April 2009
California Pacific Bank January 2007 - December 2007
California Pacific Bank March 2006 - December 2006
Merrill Lynch October 2005 - March 2006
Skills
Finance, Risk Management, Banking, Internal Audit, Program Management, Security, Policy, Cash Management, Commercial Banking, Training, Treasury Management
Education
Independent Community Bankers of America (ICBA) 2007 — 2007
Certificate of Compliance, Compliance
San Francisco State University 2001 — 2005
Bachelor of Science (B.S.), Corporate Finance and Finance Services
Trans Pacific National Bank September 2014 - Present
Trans Pacific National Bank May 2009 - August 2014
California Pacific Bank January 2008 - April 2009
California Pacific Bank January 2007 - December 2007
California Pacific Bank March 2006 - December 2006
Merrill Lynch October 2005 - March 2006
Skills
Finance, Risk Management, Banking, Internal Audit, Program Management, Security, Policy, Cash Management, Commercial Banking, Training, Treasury Management
Education
Independent Community Bankers of America (ICBA) 2007 — 2007
Certificate of Compliance, Compliance
San Francisco State University 2001 — 2005
Bachelor of Science (B.S.), Corporate Finance and Finance Services
Rodney Kumasaki's Merrill Lynch Experience 1988 - 1991
Job Financial Services Professional
Industry Financial Services
Experience
Ambac Assurance Corporation 2005 - 2013
Ambac Assurance Corporation 2000 - 2005
General Motors Investment Management 1993 - 2000
General Motors Investment Management 1991 - 1995
Merrill Lynch 1988 - 1991
Gifford Fong Associates 1986 - 1988
Skills
Investment Management, Asset Allocation, Investment Strategies, Fixed Income, Municipal Bonds, Investment Policy, Asset Management
Education
San Francisco State University
Bachelor of Science, Finance
Harvard Business School Executive Education
High Potentials Leadership Program
Ambac Assurance Corporation 2005 - 2013
Ambac Assurance Corporation 2000 - 2005
General Motors Investment Management 1993 - 2000
General Motors Investment Management 1991 - 1995
Merrill Lynch 1988 - 1991
Gifford Fong Associates 1986 - 1988
Skills
Investment Management, Asset Allocation, Investment Strategies, Fixed Income, Municipal Bonds, Investment Policy, Asset Management
Education
San Francisco State University
Bachelor of Science, Finance
Harvard Business School Executive Education
High Potentials Leadership Program
Emmy Tang's Merrill Lynch Experience October 2014 - Present
Job Senior Eligibility Worker
Industry Hospital & Health Care
Experience
City and County of San Francisco December 2014 - Present
Merrill Lynch October 2014 - Present
Citibank N.A. October 2012 - October 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Banking, Retail Banking
Education
San Francisco State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
City and County of San Francisco December 2014 - Present
Merrill Lynch October 2014 - Present
Citibank N.A. October 2012 - October 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Banking, Retail Banking
Education
San Francisco State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Robert vannoy's Merrill Lynch Experience April 2009 - April 2012
Job Vendor Oversite at Bank of America
Industry Banking
Experience
Bank of America April 2000 - Present
Merrill Lynch April 2009 - April 2012
Education
San Diego State University-California State University 1989 — 1993
History
Bank of America April 2000 - Present
Merrill Lynch April 2009 - April 2012
Education
San Diego State University-California State University 1989 — 1993
History
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank