Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
Shannon Clifford Shannon Clifford San Francisco Bay Area Details
Shannon Clifford's Merrill Lynch Experience June 2013 - August 2013
Job Public Reporting Accountant at Texas Instruments
Industry Financial Services
Experience
Texas Instruments  July 2015 - Present
Texas Instruments  July 2014 - July 2015
Santa Clara University  May 2011 - June 2014
Merrill Lynch   June 2013 - August 2013
America's Growth Capital  November 2012 - December 2012
UnitedHealthcare  June 2012 - August 2012
Lucky Brand Jeans  June 2010 - November 2011
Intemark, Inc.   June 2011 - August 2011

Skills
Leadership, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Time Management, Sales, Market Research, Financial Planning, Financial Reporting, Team Leadership, Management, Strategy, Social Networking, Financial Analysis, SAP, SAP BPC, Business Objects, Essbase, Bloomberg Terminal, Morningstar, Cost Planning, Corporate Finance, Recruiting, SharePoint, Workshare Compare, HP Quality Center, CapitalIQ

Education
Santa Clara University - Leavey School of Business   2010 — 2014
Bachelor of Science, Finance, Overall GPA: 3.5

Burnsville High School   2007 — 2010
High School Diploma

Narong Indy Narong Indy Greater Seattle Area Details
Narong Indy's Merrill Lynch Experience February 1995 - April 1996
Job Bank
Industry Financial Services
Experience
Wells Fargo  November 2008 - Present
Wells Fargo Home Mortgage  December 2005 - November 2008
Bank of America  January 1997 - February 2005
Merrill Lynch   February 1995 - April 1996

Skills
Investment Properties, FHA, Investments, Loans, Microsoft Office, Mortgage Lending, Banking, Refinance, First Time Home Buyers, Loan Origination, Marketing, Mortgage Banking, Strategic Financial..., Wealth Management, Management, VA loans

Education
San Jose State University   1989 — 1994

Nick Lamson Nick Lamson Los Gatos, California Details
Nick Lamson's Merrill Lynch Experience July 2013 - August 2013
Job Field Cost Engineer at Devcon Construction
Industry
Experience
Devcon Construction  July 2015 - Present
Santa Clara Alumni Association   April 2012 - June 2015
Egnyte  June 2014 - September 2014
Buckingham Mortgage Service Ltd.   October 2013 - December 2013
Merrill Lynch   July 2013 - August 2013
Cassidy Turley  July 2012 - September 2012
National Junior Basketball  November 2007 - February 2011

Skills
Microsoft Excel, PowerPoint, Access, Salesforce.com, JMP, Data Analysis, Social Networking, Microsoft Office

Education
Santa Clara University   2011 — 2015
Finance

Los Gatos High School   2007 — 2011
High School Diploma

Jason Barba Jason Barba Greater Minneapolis-St. Paul Area Details
Jason Barba's Merrill Lynch Experience July 2010 - March 2012
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2015 - Present
Ameriprise Financial Services, Inc.   October 2013 - June 2015
Merrill Lynch   July 2010 - March 2012
Mike Pero Mortgages   June 2008 - March 2010
World Savings  January 2003 - November 2004

Skills
Investment Management, Personal Financial..., Investments, Mortgage Lending, Finance, Insurance, Loans, Retirement Planning, Portfolio Management, Financial Planning, Relationship Management, Wealth Management, Series 7, Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, IRAs, Wealth Management..., Life Insurance

Education
San Jose State University   1996 — 2000

Fabiana Escobar Fabiana Escobar San Francisco Bay Area Details
Fabiana Escobar's Merrill Lynch Experience February 2004 - Present
Job VP, Client Relationship Manager at Merrill LynchBank of America
Industry Financial Services
Experience
Merrill Lynch   February 2004 - Present

Skills
Investments, Series 7, Budgets, Series 63, Wealth Management, Mutual Funds, Series 65, Management, Customer Service, Asset Allocation, Retirement Planning, Financial Services

Education
Santa Clara University - Leavey School of Business   1999 — 2003
BS, Finance, Italian

Susan Wichmann Susan Wichmann San Francisco Bay Area Details
Susan Wichmann's Merrill Lynch Experience 2000 - 2011
Job First Vice President Investment Officer at Wells Fargo Advisors, LLCf
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2011 - Present
Merrill Lynch   2000 - 2011

Skills
Investment planning, Retirement Planning, 401k Rollovers, Multi-generational..., Strategic Planning, Tax Efficient Strategies

Education
Santa Clara University
BA, English

Paul Kabiling Paul Kabiling Greater New York City Area Details
Paul Kabiling's Merrill Lynch Experience June 2002 - September 2002
Job Market Data at Millennium Management
Industry Financial Services
Experience
Millennium Management  June 2014 - Present
Navigant  December 2013 - May 2014
Independent Consultant  July 2013 - December 2013
DeltaOne Solutions  January 2006 - February 2013
DeltaOne Solutions  January 2006 - February 2013
Netik  April 2007 - June 2009
Capco  August 2005 - April 2007
Iverson Financial Systems   July 2003 - July 2005
Paine Webber  October 2002 - April 2003
Merrill Lynch   June 2002 - September 2002

Skills
Equities, Reference Data, Trading Systems, Financial Markets, Bloomberg, Hedge Funds, Asset Management, Derivatives, Market Data, Capital Markets, Fixed Income, Financial Services, Business Analysis, Corporate Actions, Contract Management, Contract Negotiation, Vendor Management, Business Process..., Business Process..., Business Development, Product Management, Indexing, ETFs, Transition Management, Team Management, Analytics, SDLC

Education
Santa Clara University - Leavey School of Business   1999 — 2003
Bachelors of Science, Finance

Father Duenas Memorial School   1995 — 1999

Rossana Carrero Rossana Carrero Miami, Florida Details
Rossana Carrero's Merrill Lynch Experience May 2008 - December 2008
Job Senior Credit Analyst at Bunge Latin America LLC
Industry Financial Services
Experience
Bunge Latin America LLC   December 2013 - Present
PwC  February 2011 - Present
JPMorgan Chase  June 2009 - January 2011
University of Florida  January 2008 - May 2009
Merrill Lynch   May 2008 - December 2008
Synogen   May 2008 - August 2008

Skills
Leadership, Financial Analysis, Finance, Analysis, Business Development, Financial Services, Microsoft Excel, Budgets

Education
University of Florida   2007 — 2009
Bachelor's Degree, Finance and Entrepreneurship

Santa Fe College   2005 — 2006
Associate of Arts (A.A.), Business Administration

Katrina Jaber Katrina Jaber San Francisco Bay Area Details
Katrina Jaber's Merrill Lynch Experience January 2011 - June 2011
Job Investment Analyst at Silver Lake Waterman
Industry Financial Services
Experience
Silver Lake  September 2015 - Present
Deloitte Advisory  September 2012 - September 2015
Bivium Capital, LLC   June 2011 - September 2011
Merrill Lynch   January 2011 - June 2011

Skills
PowerPoint, Microsoft Excel, Valuation, Research, Data Analysis, Financial Modeling, Economics, Accounting, Corporate Finance, Finance

Education
Santa Clara University - Leavey School of Business   2008 — 2012
Bachelors of Science in Commerce, Finance, Economics, Cum Laude

Andrew Valencia Andrew Valencia San Francisco Bay Area Details
Andrew Valencia's Merrill Lynch Experience September 2011 - December 2011
Job Partnerships at NSONE Inc.
Industry Computer Networking
Experience
NSONE Inc.  April 2015 - Present
Cur Inc.   October 2012 - Present
Clustrix, Inc.   January 2014 - April 2015
GuideApp.us   October 2013 - December 2014
Experian Data Quality  December 2012 - December 2013
MassMutual Financial Group  July 2012 - December 2012
Qualcomm Ventures  January 2012 - July 2012
Merrill Lynch   September 2011 - December 2011
Qualcomm  June 2011 - September 2011
Eimburse   December 2008 - January 2011

Skills
Business Development, Start-ups, Sales, Business Strategy, New Business Development, Partner Management, Business Analysis, Business Planning, Salesforce.com, Business Relationship..., Birthday Parties, Social Media, Management, Corporate Venturing, Relationship Management, Dance, Microsoft Excel, Strategy, Social Media Marketing, Crushing, Electronics, Music, Color Printing, PowerPoint, Leadership, Microsoft Office, Strategic Partnerships, Fax, Morse Code, Typewriter, English, Compassion, Small Group..., After Dinner Speaking, Dual Focus

Education
Santa Clara University - Leavey School of Business   2008 — 2012
Finance & Political Science Pre-Law, Finance, Middle Eastern Policy, Accounting, Business Statistics, Economics Calculus

Syracuse University   2010 — 2011
bs, finance and political science

Greg Cygan, CEP Greg Cygan, CEP Edison, New Jersey Details
Greg Cygan, CEP's Merrill Lynch Experience 1998 - 2006
Job Vice President Client Service Director / Group Manager at Computershare
Industry Financial Services
Experience
Computershare  August 2006 - Present
Merrill Lynch   1998 - 2006

Skills
Equities, Relationship Management, Financial Services, Account Management, Management, New Business Development, SDLC, Program Management, Process Improvement, Service Delivery

Education
Santa Clara University - Leavey School of Business

Trenton State College
Business Administration

The Hun School of Princeton

Vu Ho Vu Ho San Jose, California Details
Vu Ho's Merrill Lynch Experience March 2005 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2005 - Present

Skills
Wealth Management, Equities, Investments, Series 7, Fixed Income

Education
San Jose State University

UC Davis

Lindsay Damrow Lindsay Damrow Chicago, Illinois Details
Lindsay Damrow's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   June 2014 - Present

Skills
Series 7, Series 63, Finance, Mutual Funds, Retirement Planning, Wealth Management, Investments, Securities, Asset Allocation, Investment Advisory, Banking, Portfolio Management, Strategic Financial..., Financial Analysis, Asset Management, Investment Strategies, Equities, Financial Modeling, Alternative Investments, Fixed Income, Capital Markets, Valuation

Education
Santa Clara University   2005 — 2009
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs

David Rebd David Rebd San Francisco Bay Area Details
David Rebd's Merrill Lynch Experience June 2011 - August 2011
Job Head of Customer Success at Redbeacon | Home Depot Tech Shed
Industry Internet
Experience
Redbeacon  March 2014 - August 2015
Redbeacon  December 2013 - March 2014
Santa Clara University Media Services  December 2009 - January 2013
AMEC  June 2012 - September 2012
Merrill Lynch   June 2011 - August 2011

Skills
Social Networking, PowerPoint, Research, Public Speaking, Social Media, Facebook, Sales, Editing, Customer Service, Entrepreneurship, Microsoft Office, Time Management, Spanish, Data Analysis, Market Research, Operations Management, SQL, Customer Satisfaction, Team Management, Microsoft Excel

Education
Santa Clara University - Leavey School of Business   2009 — 2013
Bachelors, Finance, Senior

Albert Wang Albert Wang San Francisco Bay Area Details
Albert Wang's Merrill Lynch Experience 2008 - 2008
Job Financial Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital  September 2013 - Present
R.V. Kuhns & Associates   January 2011 - April 2013
R.V. Kuhns & Associates   January 2010 - December 2010
Hitachi Data Systems  June 2008 - December 2009
Merrill Lynch   2008 - 2008
Lewis PR  September 2007 - December 2007

Skills
Financial Modeling, Bloomberg, Investments, Asset Management, Portfolio Management, Investment Strategies, Finance, Equities, Valuation, Fixed Income, Asset Allocation, Equity Research, Alternative Investments

Education
Santa Clara University   2005 — 2009

Sebastian Feye Sebastian Feye Santa Clara, California Details
Sebastian Feye's Merrill Lynch Experience June 2011 - September 2011
Job Associate Financial Analyst at Symantec
Industry Financial Services
Experience
Symantec  August 2014 - Present
Symantec  June 2013 - September 2013
UBS Wealth Management  January 2013 - March 2013
Santa Clara University  September 2011 - June 2012
Merrill Lynch   June 2011 - September 2011
Resort Watersport   June 2011 - September 2011
Evans Hotels  May 2010 - September 2010
OB Pet Care   June 2006 - April 2010
Merrill Lynch   February 2010 - March 2010
Congresswoman   July 2009 - August 2009

Skills
Sailing, International Finance, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Salesforce.com, Social Media, Event Planning, Social Media Marketing, Access, Leadership, Financial Analysis, Marketing, Financial Modeling, Public Speaking, Spanish, Event Management, Accounting, Research, Team Leadership, Finance, Management, Time Management, Analysis, Data Analysis, Project Planning, Social Networking, Teamwork, Outlook, Market Research

Education
Santa Clara University   2010 — 2014
Bachelor of Commerce (B.Com.), International Finance

Santa Clara University - Leavey School of Business   2010 — 2014
Bachelor of Science in Commerce, Finance, 3.9

Patrick Weiss Patrick Weiss Greater Chicago Area Details
Patrick Weiss's Merrill Lynch Experience June 2011 - August 2011
Job Account Manager at SIMCO Electronics
Industry Medical Devices
Experience
SIMCO Electronics  March 2015 - Present
SIMCO Electronics  March 2014 - March 2015
Hitachi Data Systems  June 2012 - May 2013
Merrill Lynch   June 2011 - August 2011
Ultra Clean Technology  June 2010 - August 2010

Skills
People Skills, Microsoft Excel, Oracle Applications, Communication, Salesforce.com, Cold Calling, Presentations, Customer Service, Customer Acquisition, Customer Engagement, Lead Generation

Education
Santa Clara University   2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Santa Clara University   2009 — 2013
Bachelor's degree, Finance, General

San Ramon Valley

Eric Steinberger Eric Steinberger San Francisco, California Details
Eric Steinberger's Merrill Lynch Experience October 2011 - December 2011
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  April 2014 - Present
Franklin Templeton Investments  March 2012 - April 2014
Merrill Lynch   October 2011 - December 2011
Santa Clara University  October 2009 - June 2011
Graduate Promotions   June 2010 - August 2010

Skills
Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel

Education
Santa Clara University   2008 — 2011
BSC, Finance

Joe Nguyen Joe Nguyen San Francisco Bay Area Details
Joe Nguyen's Merrill Lynch Experience September 2007 - June 2008
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments  October 2014 - Present
Twilite Productions   May 2010 - Present
Fidelity Investments  January 2014 - October 2014
B2B Global Network - MaxExposure   July 2013 - July 2014
Citi  July 2012 - July 2013
Wells Fargo Advisors  June 2008 - August 2012
Merrill Lynch   September 2007 - June 2008
Wells Fargo  September 2003 - June 2007

Skills
Customer Service, Marketing, Relationship Management, Social Media, Social Media Advertising, Entrepreneurship, Retail Banking, Event Management, New Business Development, Music, B2B, Event Planning, Leadership, Sales, Entertainment, Weddings, Social Media..., Team Building, Business Development, Corporate Events, Lead Generation, Cold Calling, Social Networking, Facebook Fan Page..., Building High..., Mortgage Lending, Networking, Banking, Salesforce.com, Recruiting, Time Management, Sales Management, Investments

Education
San Jose State University   1996 — 2004
Bachelors of Science, Business Administration; Management Information Systems

Harjoth Khara Harjoth Khara San Francisco Bay Area Details
Harjoth Khara's Merrill Lynch Experience May 2008 - August 2008
Job Product Operations at Expedia, Inc.
Industry Venture Capital & Private Equity
Experience
Expedia, Inc.   2013 - September 2013
Fenox Venture Capital  April 2012 - August 2012
Buongiorno  October 2010 - November 2011
Merrill Lynch   May 2008 - August 2008
Citibank  July 2007 - March 2008

Skills
Investments, Mobile Devices, Venture Capital, Entrepreneurship, Finance, Emerging Markets, Start-ups, Financial Modeling, Financial Analysis, Corporate Finance, Strategy, Business Development, Due Diligence, Private Equity, Mergers & Acquisitions, Business Strategy, Competitive Analysis, Business Planning, Strategic Financial...

Education
Santa Clara University   2007 — 2010
BS, Economics

Santa Clara University - Leavey School of Business   2007 — 2010
BSC, Finance

Sandy DesGeorges Sandy DesGeorges Phoenix, Arizona Area Details
Sandy DesGeorges's Merrill Lynch Experience December 1983 - May 1988
Job Owner at DG WebWorks
Industry Information Technology and Services
Experience
DG WebWorks   September 2000 - Present
Merrill Lynch   December 1983 - May 1988

Skills
Web Design, HTML, Marketing Communications, Strategic Planning, Advertising, SEO, Marketing, Social Media, E-commerce, Online Marketing, Email Marketing, Digital Marketing, Social Networking, Online Advertising, Nonprofits, Marketing Strategy, Social Media Marketing, Photoshop, Leadership, Event Planning, Public Speaking

Education
San Jose State University
Bachelor of Arts (B.A.)

Universite de Provence a l'Aix-en-Provence   1974 — 1975
d"Etudes Francaise, Tres Bien

Marco Antonio Montenegro Marco Antonio Montenegro Irvine, California Details
Marco Antonio Montenegro's Merrill Lynch Experience April 2004 - August 2007
Job Recruiting Manager at Robert Half Technology
Industry Motion Pictures and Film
Experience
Robert Half Technology  October 2015 - Present
RED Digital Cinema  March 2008 - September 2015
NationPoint  April 2004 - August 2007
Merrill Lynch   April 2004 - August 2007
Aames Home Loan  January 2003 - April 2004
All Star Technical Services  July 1999 - January 2003

Skills
Photography, Sales Management, Management, Team Management, Salesforce.com, Customer Service, Administration, Microsoft Excel, RED ONE CAMERA, EPIC-X Camera, SCARLET-X Camera, Canon DSLR, Lightroom, Account Management, Microsoft Office, Sales Operations, Direct Sales, Camera, Cinematography, HD Video, Outlook, Film, Digital Video, Social Networking, Editing, Final Cut Pro, Spanish, Film Production, Social Media, Video, Mac, Producing, Photoshop, Video Editing, REDCINE-X, Video Production, Screenwriting, Public Speaking, Creative Writing, Production, HD, Creative Direction, Problem Solving, Windows, International Sales, Short Films, Videography, Television, CRM

Education
University of Southern California   1994 — 1996
BA, Film and Television Critical Studies

Santa Ana College   1992 — 1994
AA, Liberal Arts

Orange High School   1988 — 1992
Diploma

Isabelle von Rosen Isabelle von Rosen Greater New York City Area Details
Isabelle von Rosen's Merrill Lynch Experience June 2013 - August 2013
Job Performance Improvement Consultant at EY
Industry Management Consulting
Experience
EY  September 2015 - Present
PernixData  October 2014 - June 2015
EY  June 2014 - August 2014
Merrill Lynch   June 2013 - August 2013
Deutsches Aktieninstitut   June 2012 - August 2012

Skills
Research, Program Management, Microsoft Excel, Microsoft Office, Competitive Analysis, Business Analytics, Marketing Analytics, Financial Modeling, Eloqua, Salesforce.com, SQL, HTML5, CSS, Demand Generation, C, Object Oriented Design, Analytics

Education
Santa Clara University   2011 — 2015
Bachelor of Science in Commerce, Finance and Management Information Systems

Aaron Bellings Aaron Bellings San Francisco Bay Area Details
Aaron Bellings's Merrill Lynch Experience July 2007 - September 2007
Job Realtor at Vanguard Properties
Industry Real Estate
Experience
Vanguard Properties  June 2013 - Present
AT&T Mobility  July 2008 - November 2012
Golden State Warriors  April 2007 - February 2008
Merrill Lynch   July 2007 - September 2007
Santa Clara University  February 2006 - September 2007

Skills
Entrepreneurship, Management, Real Estate, Customer Experience, Time Management, Customer Service, Salesforce.com, Finance, Customer Retention, Financial Analysis, Sales Process, Social Media, Marketing Strategy, Sales Management, Negotiation, Team Leadership, Real Estate Transactions, Residential Homes, Telecommunications, Manage Client..., Real Estate Financing, Analytical Skills, Contract Negotiation, Real Estate License, Online Marketing, Job Coaching, Leadership Development, Business Strategy, Highly personable, Public Speaking, Financial Risk, Business Valuation, Customer Engagement, B2B Marketing, Leading Meetings, Meeting Planning, Financial Accounting, Staff Development, Corporate Social..., People Skills, Selling Skills, Value Based Selling, Telephone Skills, Client Representation, Communication Skills, Residential Investment..., Client Education, First Time Home Buyers, Listing Homes, Real Estate Investor

Education
Santa Clara University   2004 — 2008
Bachelor of Science, Finance

Santa Clara University - Leavey School of Business   2004 — 2008
Minor, Operations Management and Information Systems (OMIS)

St. Ignatius College Prep   2000 — 2004

Kent Middle School

Michael Ching Michael Ching San Francisco Bay Area Details
Michael Ching's Merrill Lynch Experience February 2014 - May 2014
Job JII Marketing Intern at San Jose State University Career Center
Industry Marketing and Advertising
Experience
San Jose State University Career Center  June 2014 - Present
Merrill Lynch   February 2014 - May 2014
Finelite  June 2013 - August 2013
Lonich & Patton, LLP   October 2012 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Photoshop, Public Speaking, Leadership, Written & Verbal..., Marketing, Marketing Strategy, Social Media, Social Networking, Marketing Communications

Education
San Jose State University   2011 — 2014

Rebecca Farr Rebecca Farr Santa Fe, New Mexico Details
Rebecca Farr's Merrill Lynch Experience March 2013 - Present
Job at
Industry Graphic Design
Experience
Thornburg Investment Management  June 2014 - Present
Merrill Lynch   March 2013 - Present
Rebecca Farr Design   January 2013 - Present
Farr West Studios   2005 - 2012
Las Campanas, Santa Fe, NM   2007 - 2009

Skills
Fine Art Photography, Graphic Design, Photography, Contemporary Art, Editing, Visual Arts, Art, Mixed Media, Social Media, Fine Art, Oil Painting, Mac, Galleries, Acrylic, Layout, Drawing, Brochures, Curating, Museums, Digital Photography, Art Education, Teaching, Sculpture, Art Direction, Microsoft Office, Illustration, Digital Illustration, Portraits, Logo Design, Painting, Illustrator, Photoshop

Education
Santa Fe Community College   2010 — 2012
Certificate, Graphic Design

Santa Fe Community College   2010 — 2012
Certificate, Web Design

Colby Sawyer College   1984 — 1988
Bachelor's Degree, Psychology

Shauna Ryan Shauna Ryan San Jose, California Details
Shauna Ryan's Merrill Lynch Experience June 2011 - August 2011
Job Inside Sales Representative
Industry Financial Services
Experience
Ashford University  October 2015 - Present
Buca di Beppo  February 2015 - August 2015
CityCheers   September 2014 - November 2014
Left Bank Brasserie  May 2013 - September 2014
LB Steak  June 2013 - February 2014
Hanuman Thai Cuisine   December 2011 - June 2012
Merrill Lynch   June 2011 - August 2011
Abercrombie & Fitch  February 2010 - May 2011
Gap Inc.  May 2007 - August 2008

Skills
Computers, Portfolio Management, Accounting, Customer Service, Organization, Group Work, Individual Work, Strategic Planning, Tactical Planning, Writing, Mathematics, Cashiering, Microsoft Word, Microsoft Excel, Teamwork

Education
San Jose State University   2008 — 2013
Bachelor of Science (BS), Finance, General

Kyle Portal Kyle Portal San Francisco Bay Area Details
Kyle Portal's Merrill Lynch Experience May 2011 - December 2011
Job Tenant Representation Advisor | Occupier Services Group Serving the real estate needs of Silicon Valley Corporations
Industry Commercial Real Estate
Experience
Colliers-International  February 2012 - Present
San Jose Country Club  May 2006 - May 2012
Merrill Lynch   May 2011 - December 2011

Skills
Market Research, Real Estate, Sales, Sales Management, Business Development, Commercial Real Estate, Management, Lease Negotiations, Financial Analysis, Space planning, Market Analysis, Tenant Representation, Contract Negotiation

Education
San Jose State University   2010 — 2012
Bachelor of Arts (BA), Communication Studies, Dean's Scholar

West Valley College   2007 — 2009
Communication Studies

Joshua Chase Joshua Chase Spokane, Washington Area Details
Joshua Chase's Merrill Lynch Experience June 2010 - December 2010
Job Entrepreneur
Industry Farming
Experience
Amerifarms Llc   October 2013 - Present
Clean Power Finance  May 2013 - October 2013
Vino Volo  April 2013 - April 2013
Bain & Company  March 2013 - March 2013
One Kings Lane  December 2012 - January 2013
Joyent  November 2012 - November 2012
Cre8tive Class   January 2011 - July 2012
First Investors Corporation  April 2011 - June 2011
Merrill Lynch   June 2010 - December 2010

Skills
Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Sales, Event Planning, Data Entry, Problem Solving, Social Networking, SAP, Outlook, Vlookup, MS Excel Pivot Tables, Hlookups, Analysis, Accounts Payable, Accounts Receivable, Market Research, Facebook, Fundraising

Education
Santa Clara University   2007 — 2011
Bachelor of Science, Economics

Skyline high school   2003 — 2007

Miriam Kojnok Miriam Kojnok San Francisco Bay Area Details
Miriam Kojnok's Merrill Lynch Experience 2008 - 2009
Job
Industry Financial Services
Experience
UBS  March 2015 - Present
UBS  February 2012 - February 2015
Toastmasters International  2009 - 2013
MentorNet  2009 - 2012
Merrill Lynch   2008 - 2009
Morgan Stanley  2006 - 2008
AFFC   2005 - 2006

Education
Santa Clara University   2003 — 2005
Bachelors of Science, Commerce Finance

Karen (Lawson) DiLullo Karen (Lawson) DiLullo Los Gatos, California Details
Karen (Lawson) DiLullo's Merrill Lynch Experience 1991 - 1995
Job Realtor Serving Silicon Valley & San Diego Area
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  2008 - Present
DiLullo Properties   1996 - Present
Merrill Lynch   1991 - 1995
First San Jose Housing   1989 - 1993

Skills
Sellers, First Time Home Buyers, Listings, Relocation, Single Family Homes, New Home Sales, Condos, REO, Townhomes, Referrals, Investment Properties, ABR, Real Estate, Move Up Buyers, Investors, Buyers, SFR, Real Estate Transactions, Property Management

Education
San Jose State University   1986 — 1989
Bachelor of Science (BS), Finance & Economics

Greg Dalli Greg Dalli San Francisco Bay Area Details
Greg Dalli's Merrill Lynch Experience March 2010 - June 2010
Job Operational Strategy at AdRoll
Industry Internet
Experience
AdRoll  June 2014 - Present
AdRoll.com  May 2012 - May 2014
JVD CPA Corp   October 2011 - May 2012
IQ Tech Advisors   August 2011 - October 2011
Santa Clara University  September 2010 - July 2011
Santa Clara University Endowment   January 2011 - June 2011
JVD Accounting Corporation   January 2003 - April 2011
Merrill Lynch   March 2010 - June 2010

Skills
Finance, Accounting, Financial Modeling, Financial Analysis, Microsoft Excel, Strategy, Economics, Valuation, Business Valuation, Corporate Finance, Investments, Portfolio Management, Management, Pivot Tables, Competitive Analysis, Cross-functional Team..., Analysis, PowerPoint, Spanish, Python, Ruby, VBA, Business Intelligence, Business Planning

Education
Santa Clara University   2007 — 2011
BS, Finance

Sam Timilsina Sam Timilsina South San Francisco, California Details
Sam Timilsina's Merrill Lynch Experience September 2011 - September 2013
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  February 2015 - Present
JP Morgan Securities LLC.  October 2013 - February 2015
Merrill Lynch   September 2011 - September 2013
JPMorgan Chase  September 2010 - September 2011
Wells Fargo Advisors  September 2009 - September 2011

Education
San Jose State University   2005 — 2008
Bachelor's degree, Finance

Caroline Lane Caroline Lane San Francisco Bay Area Details
Caroline Lane's Merrill Lynch Experience July 2013 - Present
Job Registered Client Associate, Merrill Lynch Venture Services Group
Industry Financial Services
Experience
Merrill Lynch   July 2013 - Present
Reputation.com  September 2012 - January 2013
Santa Clara University  September 2011 - September 2012
The Town of Greenwich   July 2007 - August 2011
Petro-Chem Development Co., Inc.   June 2008 - August 2008

Skills
Facebook, Event Planning, Sales, PowerPoint, Fundraising, Social Media, Account Management, Management, Microsoft Office, Salesforce.com, Alumni Relations, Microsoft Excel, Research, Tutoring

Education
Santa Clara University   2008 — 2012
Bachelor of Science (B.S.), Political Science

Greenwich High School   2004 — 2008

John J. Overstreet John J. Overstreet San Luis Obispo, California Area Details
John J. Overstreet's Merrill Lynch Experience May 1992 - June 1994
Job Sales, Marketing
Industry Wine and Spirits
Experience
Western Pacific Securities, Inc.   1997 - 2004
Great Western Bank  February 1995 - June 1997
Merrill Lynch   May 1992 - June 1994
Overstreet General Tire, Inc.   August 1982 - February 1990

Skills
Management, Marketing, Sales, Territory..., Sales Presentation..., Oral & Written..., Exceptional Customer..., Highly Dedicated, Professional..., Sales Presentations, Business Development, Computer Proficiency, Negotiation Skills, Creativity, Key Account...

Education
Santa Clara University
BA, History

Robert H. Harden Robert H. Harden San Francisco Bay Area Details
Robert H. Harden's Merrill Lynch Experience January 1985 - January 1987
Job Silicon Valley Capital Management / Principal and Managing Director
Industry Investment Management
Experience
Silicon Valley Capital Management  January 1995 - Present
A.G. Edwards & Sons, Inc.   January 1993 - January 1995
Prudential Securities  January 1986 - January 1993
Merrill Lynch   January 1985 - January 1987

Skills
Private Wealth..., Portfolio Management, Small Business..., Business Development, Wealth Management...

Education
San Jose State University   1982 — 1985
Finance, Psychology, Philosophy

Luciano Ercolini Luciano Ercolini San Francisco Bay Area Details
Luciano Ercolini's Merrill Lynch Experience January 1975 - August 1977
Job Owner, Dalmatian Realty of Silicon Valley
Industry Real Estate
Experience
Dalmatian Realty of Silicon Valley   January 2004 - Present
Voyager, Leaning Tower, Lorenzo;s Restaurants   August 1976 - July 1997
Merrill Lynch   January 1975 - August 1977

Skills
First Time Home Buyers, REO, Blogging, Real Estate, Real Estate Transactions, Home Renovations &..., Amateur Writer, Avid Cyclist & Golfer, Investment Properties, Landlord Services, Foreclosures, Buyer Representation, Condos, Selling, Single Family Homes, Relocation, Residential Homes, Listings, Sellers, Investments, New Home Sales, Referrals, Townhomes, Investors, Marketing, Rentals

Education
Univrsity of Santa Clara   1974 — 1976
MBA, Quantitative Analysis

Santa Clara University   1965 — 1969
BSC, Marketing

Kurt Jackson Kurt Jackson San Luis Obispo, California Area Details
Kurt Jackson's Merrill Lynch Experience June 1997 - December 2002
Job PresidentCentral Coast Wealth Management
Industry Financial Services
Experience
Central Coast Wealth Management LLC   January 2008 - Present
UBS Financial Services  December 2002 - January 2008
Merrill Lynch   June 1997 - December 2002

Education
University of Redlands   1991 — 1993
MA, Management

Santa Clara University   1986 — 1990
B.S., Engineering

Michael Aquino, MBA/PMP/CCNP Michael Aquino, MBA/PMP/CCNP San Francisco Bay Area Details
Michael Aquino, MBA/PMP/CCNP's Merrill Lynch Experience 2004 - 2005
Job Manager, Network Engineering / Operations at Google
Industry Information Technology and Services
Experience
Google  January 2014 - Present
Google  May 2011 - January 2014
Intuit  August 2009 - May 2011
Impax Laboratories  August 2005 - August 2009
Merrill Lynch   2004 - 2005
Bank of America  2000 - 2005

Skills
Network Administration, Data Center, Strategic Planning, Disaster Recovery, Network Design, Telecommunications, ERP, Leadership, Project Management, Security, PMP, SaaS, Management, Networking, Cloud Computing, IT Service Management, Change Management, Cisco Technologies, OSPF, TCP/IP, Servers, Outsourcing, Process Improvement, Information Technology, Unix, Infrastructure, Network Engineering, Cross-functional Team..., Vendor Management, Information Security, IT Management

Education
San Jose State University   1993 — 1997
Bachelors of Science, Administration of Justice

University of Phoenix   2008 — 2010
MBA, Technology Management

IPexpert

SJND

Michael Raissis, CEP Michael Raissis, CEP San Francisco, California Details
Michael Raissis, CEP's Merrill Lynch Experience October 2006 - June 2007
Job Account Vice President, Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS  July 2012 - Present
E*TRADE Financial Corporation  July 2011 - July 2012
UBS  June 2007 - July 2011
Merrill Lynch   October 2006 - June 2007
Merrill Lynch   September 2005 - October 2006
Merrill Lynch   November 2004 - September 2005
Merrill Lynch   January 2004 - November 2004
CIT  June 2003 - December 2003

Education
Santa Clara University - Leavey School of Business   2008 — 2011
CEP

University of Hartford
Social Sciences

Michelle Coté Michelle Coté Pompano Beach, Florida Details
Michelle Coté's Merrill Lynch Experience 1982 - 1985
Job Personal Assistant and Simplicity Specialist
Industry Individual & Family Services
Experience
JC Creative Services, Inc.   March 1997 - Present
James J. Blosser, P. A.   December 2012 - Present
Bob Radice Sr.   October 2013 - December 2013
Wayne Blackburn   November 2012 - December 2012
David & Diane Shing   October 2012 - December 2012
Flood & Fire Professionals, Inc.   January 2010 - October 2010
American Christian Academy  September 1993 - June 2008
NCNB National Bank  1985 - February 1987
Merrill Lynch   1982 - 1985
Landmark National Bank  1979 - 1982

Skills
Cashiering, word..., Microsoft Excel, Mac, Event Planning, Office Management, Accurate Data Entry, Research, Simplifying the..., Community Outreach, Public Relations, Time Management, Advertising, Team Building, Editing, Public Speaking, Fundraising, Customer Service, Social Networking, Budgets

Education
Miami-Dade College   1978 — 1979
English

Miami-Dade College   1978 — 1979
Spanish Language

Santa Fe College   1977 — 1977
English Language and Literature/Letters

Cardinal Gibbons High School   1973 — 1977

St. Anthony's Catholic School   1965 — 1973

melissa archibeque melissa archibeque San Francisco Bay Area Details
melissa archibeque's Merrill Lynch Experience July 2000 - Present
Job registered client associate at merrill lynch
Industry Financial Services
Experience
merrill lynch   July 2000 - Present

Skills
Series 7, Series 66

Education
San Jose State University   1983 — 1986
BA

college graduate   1981 — 1986
Bachelors, Creative Arts

Ken Chu Ken Chu San Francisco Bay Area Details
Ken Chu's Merrill Lynch Experience 2008 - 2008
Job Specialist Financial Analyst at Hitachi Data Systems
Industry Financial Services
Experience
Hitachi Data Systems  2015 - Present
Hitachi Data Systems  2013 - 2015
Cypress Semiconductor  January 2012 - June 2013
Bank of San Francisco  July 2008 - July 2011
Merrill Lynch   2008 - 2008

Skills
Financial Accounting, Financial Analysis, Cash Flow, Strategic Financial..., Vlookup, PowerPoint, Excel, Essbase, Financial Planning, Financial Reporting, Brio, Brio Query, Credit Analysis, Tax Accounting, R, SQL, Matlab, Word, Mac OS X, Windows 7, Market Research, Competitive Analysis, Research, Credit, Mandarin, Microsoft Office, Accounting, Outlook, Cash Flow Lending, Oracle Applications, Oracle Financials, Finance, Forecasting, Analysis, Financial Forecasting, Financial Modeling, Process Improvement, Microsoft Excel, Corporate Finance, Budgets, Data Analysis

Education
University of California, Berkeley
B.S., Applied Economics

Santa Clara University - Leavey School of Business
MBA, Concentration in Finance

Taipei American School

Alicia Cragholm Alicia Cragholm Walnut Creek, California Details
Alicia Cragholm's Merrill Lynch Experience 2012 - Present
Job Financial Advisor @ Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   2012 - Present
Morgan Stanley Smith Barney  2010 - November 2012
Bank of America Merrill Lynch  2007 - 2010
Wells Fargo  2004 - 2007

Skills
Financial Analysis, Investments, Retirement Planning, Wealth Management, Insurance, Strategic Financial..., Banking, Series 7, Finance, Public Speaking, Mortgage Lending, Asset Based Lending, Long Term Care Insurance, Business Lending, Estate Planning, Asset Management, Investment Advisory, Wealth Management..., Financial Modeling, Asset Allocation, Loans, Securities, Retirement, Financial Planning

Education
San Jose State University   2001 — 2005
BS, Business Management

Andrew Oushalem Andrew Oushalem San Francisco Bay Area Details
Andrew Oushalem's Merrill Lynch Experience June 2009 - August 2009
Job Relationship Manager at SmartBiz
Industry Financial Services
Experience
SmartBiz.   May 2015 - Present
New Resource Bank  March 2014 - May 2015
Heritage Bank of Commerce  November 2012 - February 2014
Aviat Networks  November 2010 - May 2011
RBC Wealth Management  June 2010 - August 2010
Merrill Lynch   June 2009 - August 2009
Kumon Math & Reading Center  May 2007 - January 2009

Skills
Financial Analysis, Data Analysis, Commercial Banking, Cash Flow, Finance, Financial Modeling, PowerPoint, Financial Reporting, Accounting, Forecasting, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Banking

Education
Santa Clara University   2007 — 2011
Bachelor of Science, Commerce; Finance

Bellarmine College Preparatory   2003 — 2007
High School Diploma, General Studies

John Ramacciotti John Ramacciotti San Francisco Bay Area Details
John Ramacciotti's Merrill Lynch Experience October 2007 - Present
Job Service Support Controller at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2007 - Present
First National Bank of Northern California  January 2007 - October 2007
First National Bank of Northern California  June 2005 - December 2006
Wells Fargo Bank  May 2003 - June 2005
Wells Fargo  February 2003 - May 2003

Skills
Financial Analysis, Customer Service, Banking, Management, Operations Management, Customer Satisfaction, Sales, Analysis

Education
Santa Clara University - Leavey School of Business   2007 — 2010
MBA, Finance

Santa Clara University - Leavey School of Business   1997 — 2001
Bachelor of Science in Commerce, Marketing

Tim Mosley, CFP®, CAIA Tim Mosley, CFP®, CAIA San Francisco Bay Area Details
Tim Mosley, CFP®, CAIA's Merrill Lynch Experience January 2008 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   January 2008 - Present
Morgan Stanley  April 2007 - November 2007
Total Market Knowledge, Inc.   2000 - 2007
Gartner Consulting  1998 - 2000
Apple  1995 - 1997
Nielsen  1993 - 1995

Skills
Wealth Management, Investment Strategies, Financial Planning, Account Management, Strategic Leadership, Strategy Development, Business Management, Leadership Mentoring, Marketing Management, Strategic Financial..., Strategic Partnerships, Business Analysis, Process Improvement, Strategy, Consulting, Management

Education
San Jose State University   1991 — 1992
MA, Economics

Santa Clara University   1988 — 1990
MBA, Organizational Leadership

Santa Clara University   1981 — 1985
BS, Math/Math Econ

Alex Boswell Alex Boswell San Francisco, California Details
Alex Boswell's Merrill Lynch Experience 2007 - 2007
Job Manager, FP&A at Twilio Inc.
Industry Internet
Experience
Twilio, Inc.   September 2015 - Present
Twilio, Inc.   September 2014 - September 2015
Twilio, Inc.   July 2013 - September 2014
Broad Beach Ventures   October 2010 - March 2012
Cisco Systems  2008 - November 2010
Diversifab Solutions   June 2006 - February 2007
Merrill Lynch   2007 - 2007

Skills
Entrepreneurship, Venture Capital, Financial Modeling, Start-ups, Financial Analysis, Corporate Development, Strategic Partnerships, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Portfolio Management, Finance, Strategic Financial..., Strategy

Education
Santa Clara University   2013 — 2013
Certificate of Advanced Accounting Proficiency

Santa Clara University   2004 — 2008
B.S., Finance, Communications

South Eugene High School   2000 — 2004

Jeffrey Fielder Jeffrey Fielder Gainesville, Florida Details
Jeffrey Fielder's Merrill Lynch Experience May 2010 - August 2010
Job Sales Team Lead at Infinite Energy, Inc.
Industry Higher Education
Experience
Infinite Energy, Inc.   May 2012 - Present
Infinite Energy, Inc.   January 2012 - May 2012
Fracture  January 2011 - December 2011
Merrill Lynch   May 2010 - August 2010
RadioShack  October 2006 - March 2010

Skills
Leadership, Instructor-led Training, Sales, Training, Management, Marketing, Direct Sales, Market Research, Customer Service, Start-ups, Analysis, Cold Calling, Coaching, Customer Satisfaction, Social Networking, Sales Management, Marketing Strategy

Education
University of Florida   2008 — 2011
Bachelor of Science (B.S.), Food and Resource Economics - International Trade Specialization

Santa Fe College   2006 — 2008
Associate of Arts (AA), Business Administration and Management, General

Gary Truax Gary Truax Phoenix, Arizona Area Details
Gary Truax's Merrill Lynch Experience August 2005 - July 2009
Job Experienced Investment Advisor/Lecturer/Business Retirement Plan Advisor
Industry Investment Management
Experience
Integrity Capital Advisors   July 2009 - Present
Merrill Lynch   August 2005 - July 2009
Morgan Stanley  March 1997 - August 2005

Skills
Series 63, Series 7, Series 65, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Equities, Securities, Retirement, Investments, FINRA, Fixed Income, Investment Strategies, Creative Writing, Reliability, Communication, Estate Planning

Education
San Jose State University   1983 — 1987
BA, Public Relations

Danny Huang Danny Huang San Francisco Bay Area Details
Danny Huang's Merrill Lynch Experience September 2011 - November 2011
Job Risk Management Specialist at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems  July 2012 - Present
Santa Clara University  March 2009 - August 2012
Merrill Lynch   September 2011 - November 2011
Santa Clara University  June 2010 - September 2011
Affymetrix  June 2009 - September 2009
Coldwell Banker Real Estate  May 2008 - September 2008
Computer Services  June 2007 - September 2007
Edge Gaming, Online   June 2005 - July 2006
Gamecurve, Online   January 2005 - May 2005

Skills
PowerPoint, Microsoft Office, Management, Microsoft Excel, Information Technology, Data Analysis, Adobe Creative Suite, Microsoft Word, Troubleshooting, Public Speaking, Teamwork, Training, Social Media, Web Design, Mandarin, English, Taiwanese, Corporate Finance, Computer Hardware..., Video Editing, Sony Vegas, Prezi, SOX 404, Risk Analysis, Risk Management, Financial Risk, Risk Assessment, Analysis, Social Networking, Leadership, Event Planning

Education
Santa Clara University   2008 — 2012
Bachelor of Science, Commerce; Finance, Alumni

Mission San Jose High School   2004 — 2008
High School Diploma

Dan Krassowski Dan Krassowski San Francisco Bay Area Details
Dan Krassowski's Merrill Lynch Experience March 2011 - November 2012
Job Entrepreneur, Consultant
Industry Renewables & Environment
Experience
Cinespots Inc.   September 2013 - October 2014
Merrill Lynch   March 2011 - November 2012
United States Carbon Company LLC   2009 - 2012
Graftech   2006 - 2008
GrafTech International  2000 - 2006

Skills
Manufacturing, Sales Management, Budgets, Financial Analysis, Negotiation, Forecasting, Management, Change Management, Microsoft Excel, Strategy, Start-ups, Continuous Improvement, Contract Negotiation, Cross-functional Team..., Microsoft Office, Operations Management, Product Development, Leadership, Financial Services, Options Strategies

Education
University of Nevada-Reno   1980 — 1987
Ph.D., Chemistry

Santa Clara University   1974 — 1978
B. Sc, Chemistry

Susan Munson Susan Munson Orange County, California Area Details
Susan Munson's Merrill Lynch Experience 1994 - 2007
Job Founder & CEO, Fixed Income Academy
Industry E-Learning
Experience
Fixed Income Academy   2010 - Present
Charles Fish Investments, Inc.   August 2013 - Present
Main Street Capital Advisors   2008 - January 2012
Credit Suisse  2007 - 2008
Merrill Lynch   1994 - 2007

Education
College of Financial Planning   2001 — 2002
Financial Planning and Services

Santa Ana College   1979 — 1990

Tara Fowler, CFP, CRPC Tara Fowler, CFP, CRPC San Francisco Bay Area Details
Tara Fowler, CFP, CRPC's Merrill Lynch Experience April 2007 - Present
Job Senior Financial Advisor at Merrill Lynch. Assistant Vice President
Industry Financial Services
Experience
Merrill Lynch   April 2007 - Present
Morgan Stanley  June 2005 - March 2007
Small Business  December 1990 - December 2006

Skills
Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Financial Analysis, Financial Education, Organizational Project..., Communication, Alternative Investments, Certified Financial..., Portfolio Management, Insurance, Mortgage Lending, 401k Rollovers, Finance, Investment Advisory, Asset Allocation, IRAs, Financial Advisory, Investments, Securities, Retirement, Mutual Funds, 401k, Asset Management, FINRA, Fixed Annuities, Life Insurance, Series 63, Series 65, Uniform Combined State..., Long-term Care, Fixed Income, Equities, Investment Strategies, Financial Planning

Education
Santa Clara University - Leavey School of Business   1983 — 1986
BS, Marleting

Stephan Choulos, JD, CFP® Stephan Choulos, JD, CFP® San Francisco Bay Area Details
Stephan Choulos, JD, CFP®'s Merrill Lynch Experience 1999 - 2008
Job Wealth Manager/ Financial Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial  January 2014 - Present
Raymond James  June 2011 - January 2014
Howe Barnes Hoefer & Arnett  December 2008 - June 2011
Merrill Lynch   1999 - 2008

Skills
Series 7, Investments, Wealth Management, Asset Managment, Portfolio Management, Mutual Funds, Fixed Income, Investment Advisory

Education
Santa Clara University
Juris Doctorate, Law

University of California, Berkeley
Bachelor of Arts (BA), Political Science

Kim Hannon Kim Hannon San Francisco, California Details
Kim Hannon's Merrill Lynch Experience June 2009 - February 2011
Job Sr. Financial Analyst at Gap Inc.
Industry Retail
Experience
Gap Inc.  March 2015 - Present
Gap Inc.  March 2013 - March 2015
Gap Inc.  September 2011 - March 2013
Merrill Lynch   June 2009 - February 2011

Skills
PowerPoint, Budgets, Series 7

Education
Santa Clara University   2006 — 2010
Bachelors, Accounting

Foundation for International Education   2008 — 2008

Bennett Cloud Bennett Cloud Dallas/Fort Worth Area Details
Bennett Cloud's Merrill Lynch Experience August 2013 - August 2014
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  August 2014 - Present
Merrill Lynch   August 2013 - August 2014
Just Brakes  2006 - 2013
Just Brakes  1997 - 2006
Fidelity Investments  1993 - 1997

Skills
Entrepreneurship, Marketing, Strategic Planning, Marketing Strategy, New Business Development, Automotive, Leadership, Team Building, Coaching, Cost Management, Series 7, Turn Around Management, Advertising, Growth Strategies, P&L Responsibility, Financial Operations, New Market Expansion, Organizational..., EBITDA Growth, Key Performance..., Cost Saving Initiatives, Project Rollouts, Radio Advertising, Executive Level..., Territory Penetration, Increased Profitability, Reducing Operating Costs, Family Business, Finance, Insurance, Investments, Negotiation

Education
Santa Clara University   1988 — 1992
Bachelor of Science (B.S.), Finance & Commerce

Jesuit College Prep   1984 — 1988

Margie Xu Margie Xu San Francisco Bay Area Details
Margie Xu's Merrill Lynch Experience August 2006 - August 2007
Job I'm Hiring!
Industry Staffing and Recruiting
Experience
DoubleDutch  2014 - Present
Quirky.com  2014 - 2014
salesforce.com  2013 - 2014
Google  December 2012 - November 2013
Twitch  October 2011 - November 2012
Google  November 2010 - October 2011
Lam Research  November 2009 - November 2010
Kaiser Permanente  October 2008 - October 2009
Citrix Systems  August 2007 - September 2008
Merrill Lynch   August 2006 - August 2007

Skills
Social Media, Leadership Development, Software, Product Management, Technical Recruiting, Strategy, SAP, Taleo, PeopleSoft, Sourcing, Succession Planning, Boolean Searching, College Recruiting, Onboarding, Recruiting, Temporary Placement, Screening, Human Resources, Interviews, Talent Management, Networking, Applicant Tracking..., Hiring, SDLC, Cold Calling, Talent Acquisition, Internet Recruiting, Benefits Negotiation, Screening Resumes, Workforce Planning, Management, Employer Branding, Staffing Services, Contract Recruitment, Executive Search, Start-ups, Staff Augmentation, New Hire Orientations, Search, Permanent Placement, Temporary Staffing, Recruitment Advertising, Resume Writing, Candidate Generation, HRIS, IT Recruitment, Employee Relations, HR Consulting, Personnel Management, Time Management

Education
San Jose State University
B.S., Computer Science, Business Management

Nader Hosseinzadeh Nader Hosseinzadeh Irvine, California Details
Nader Hosseinzadeh's Merrill Lynch Experience November 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   November 2014 - Present
RE/MAX  February 2014 - October 2014
Pacific Mercantile Bank  September 2013 - March 2014
PNC  July 2007 - September 2013
BB&T  September 2005 - July 2007
SouthTrust  February 2002 - September 2005

Skills
Credit, Loans, Mortgage Lending, Banking, Finance, Investments, Refinance, Financial Services, Management, Underwriting, Insurance, Commercial Lending, Leadership, Loan Origination, Asset Management, Small Business Lending, Marketing, Consumer Lending, FHA, Business Development, Investment Properties, Residential Mortgages, Branch Management, Strategy, Sales, Asset Based Lending, Change Management, Event Planning, Event Management, Cross Selling, Relationship Management, Commercial Banking, Budgets, Wealth Management, Mortgage Banking, Asset Managment, Small Business, Commercial Mortgages, Branch Banking, Credit Analysis, Credit Risk, Market Planning, New Business Development, Sales Management, Construction Loans, Portfolio Management, Project Management, Team Development, Real Estate Financing, Real Estate

Education
University of Central Florida - College of Business Administration   2004 — 2006
Master of Business Administration (M.B.A.), Finance

San Jose State University   1993 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General

Ruben Orozco Ruben Orozco Santa Barbara, California Details
Ruben Orozco's Merrill Lynch Experience January 1998 - May 1999
Job
Industry Information Technology and Services
Experience
Hoyentec.com   February 2013 - Present
Cottage Health System  August 2014 - Present
TweetFind   January 2009 - Present
San Marcos High School  2000 - June 2014
Pi Beta Phi Fraternity for Women(UCSB)   March 2006 - May 2014
The New York Times  February 2013 - February 2013
La Colina Junior High School   August 1996 - April 2000
Merrill Lynch   January 1998 - May 1999

Skills
Information Technology, Technical Support, Help Desk Support, Social Media, Entrepreneurship, WDS, iOS, Android, windows 10, Windows 8, Windows 7, Mac OS X, Microsoft Office, WordPress, Encryption Software, Windows XP, Public Speaking, Computer Hardware, Spanish-English, Windows Phone, Citrix, Acronis, Dameware, Windows Remote Desktop, Deep Freeze, ConnectWise, Twitter, Networking, Marketing, Leadership, OS X

Education
University of California, Santa Barbara   1997 — 2001
Bachelors Of Art, History

Westmont College   1995 — 1996
Business

Santa Barbara City College   1991 — 1996
Computers & Accounting

Edward Teveris Edward Teveris Austin, Texas Details
Edward Teveris's Merrill Lynch Experience 1990 - 1992
Job Consulting Sales Manager at IDC
Industry Management Consulting
Experience
IDC  May 2015 - Present
Strategic Business Insights  November 2009 - Present
SRI Consulting  September 2000 - October 2009
SRI International  June 1996 - August 2000
NAI BT Commercial  May 1992 - September 1994
Merrill Lynch   1990 - 1992

Skills
Strategic Planning, Market Research, Business Development, New Business Development, Strategic Partnerships, Negotiation, Scenario Planning, Cross-functional Team..., Segmentation, Strategic Consulting, Product Marketing, Marketing Strategy, Strategy, Marketing, Management Consulting, International Business, Management

Education
Santa Clara University - Leavey School of Business   1994 — 1996
Master of Business Administration

Santa Clara University   1988 — 1992
Bachelor of Arts, History

Sara Studebaker Sara Studebaker Chicago, Illinois Details
Sara Studebaker's Merrill Lynch Experience January 2008 - July 2010
Job
Industry Consumer Goods
Experience
MillerCoors  April 2014 - Present
MillerCoors  July 2012 - April 2014
MillerCoors  June 2011 - August 2011
Rent The Runway  September 2010 - December 2010
Merrill Lynch   January 2008 - July 2010
Merrill Lynch   January 2007 - January 2008
Merrill Lynch   January 2006 - January 2007

Skills
Marketing, Competitive Analysis, Marketing Strategy, Innovation, Strategic Planning, Analysis, Market Analysis, Forecasting, Business Analysis, Investments, Market Research, Financial Modeling, Valuation, Brand Development, Strategy, Brand Management, Entrepreneurship, Leadership, Financial Analysis, Digital Marketing, Media Planning, Go-to-market Strategy, Consumer Insight

Education
The University of Texas at Austin - The Red McCombs School of Business   2010 — 2012
MBA, Marketing

Santa Clara University
Bachelor of Arts, Communication and Business

Laura Harding Laura Harding San Francisco Bay Area Details
Laura Harding's Merrill Lynch Experience December 2012 - Present
Job
Industry Financial Services
Experience
Merrill Lynch   December 2012 - Present
Bloomspot.com  March 2011 - December 2012
Target  August 2010 - March 2011
de Saisset Museum  January 2010 - June 2010
JDS Group Public Relations   September 2009 - June 2010
Target  June 2008 - September 2009

Skills
Social Media, Event Management, Email Marketing, PowerPoint, Customer Service, Project Management, Strategic Planning, Event Planning, Facebook, Management, Social Networking, Fundraising, Marketing, Photoshop, Social Media Marketing

Education
Santa Clara University   2006 — 2010
Bachelor of Arts, Communication, Art History

Sandeep Shah Sandeep Shah Chicago, Illinois Details
Sandeep Shah's Merrill Lynch Experience December 2008 - February 2009
Job Account Executive at Netrix, LLC Helping companies solve business challenges and grow through the use of technology.
Industry Information Technology and Services
Experience
Netrix, LLC  February 2014 - Present
Netsync Network Solutions  February 2013 - January 2014
Cisco Systems  February 2013 - May 2013
Cisco Systems  August 2011 - February 2013
Cisco Systems  June 2010 - August 2011
Merrill Lynch   December 2008 - February 2009
Merrill Lynch   June 2008 - September 2008
Gandhi Ashram   June 2008 - August 2008

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Finance, Investments, Valuation, Asset Managment, Strategic Financial..., Investment Banking, Portfolio Management, Essbase, Forecasting, Social Media, Sales, Public Speaking, Community Outreach, Strategic Communications, Leadership Development, Cisco Sales Expert (CSE), Negotiation, New Business Development, Salesforce.com, Strategic Planning, CSE - Cisco Sales..., ARSAM - Advanced..., Leadership, Analysis, Business Development, Competitive Analysis

Education
Santa Clara University - Leavey School of Business   2009 — 2011
Bachelor of Science in Commerce, Finance

University of Illinois at Urbana-Champaign

Angela Poon Angela Poon San Jose, California Details
Angela Poon's Merrill Lynch Experience August 2011 - October 2011
Job Marketing Programs Manager at OCZ Storage Solutions A Toshiba Group Company
Industry Computer Hardware
Experience
OCZ Storage Solutions - A Toshiba Group Company  October 2014 - September 2015
OCZ Technology  December 2012 - September 2014
OCZ Technology  January 2012 - December 2012
Merrill Lynch   August 2011 - October 2011
Merrill Lynch   March 2011 - August 2011
University of California, Irvine  June 2010 - June 2011
University of California, Irvine  June 2009 - June 2010
University of California, Irvine  June 2008 - June 2009
Allstate  October 2006 - July 2007

Skills
Microsoft Excel, CRM, Staff Development, Data Analysis, Outlook, PowerPoint, Event Planning, Microsoft Office, Data Entry, Social Media, Analysis, Marketing

Education
Santa Clara University - Leavey School of Business   2014 — 2015
Certificate of Advanced Accounting Proficiency (CAAP)

University of California, Irvine   2007 — 2011
Bachelor of Arts, Business Economics

Creighton Oswald Creighton Oswald Dallas/Fort Worth Area Details
Creighton Oswald's Merrill Lynch Experience 1992 - 1996
Job Director Mortgage Servicing
Industry Financial Services
Experience
Texas Capital Bank  November 2014 - Present
BBVA Compass  April 2010 - November 2014
JP Morgan Chase  2008 - 2010
Washington Mutual  2007 - 2009
Washington Mutual  2005 - 2007
First City Financial Corporation  2000 - 2005
DaimlerChrysler Financial Services  1998 - 2000
Merrill Lynch   1992 - 1996

Skills
Strategic Planning, Process Improvement, Leadership, Change Management, Project Management, Operations Management, Due Diligence, Management, Financial Analysis, Training, Negotiation, Risk Management, Banking, Credit Risk, Finance, Mergers & Acquisitions, Portfolio Management, Loans, Mortgage Lending, Investments, Financial Services, Executive Management, Business Process..., Vendor Management, Consumer Lending, Asset Management, Mortgage Banking

Education
Thunderbird School of Global Management   1996 — 1998
MBA, International Finance, International Management

Santa Clara University   1986 — 1990
BS, BA, Political Science, Spanish, minor Japanese

Alexandra Marston Alexandra Marston Minneapolis, Minnesota Details
Alexandra Marston's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Minnesota Youth Symphonies   2015 - Present
Merrill Lynch   July 2014 - Present
Break Bread Hospitality -- Zelo, Inc.   December 2005 - July 2014
Alexandra Marston Consulting   September 2010 - October 2013
VanderZanden Inc.   June 2006 - May 2013
TACT Laser Spa   June 2004 - July 2005

Skills
Editing, Public Speaking, Training, Leadership, Marketing, Project Management, Writing, Customer Service, Team Building, Sales, Research, Management, Coaching, Strategic Communications, Organization Skills, Relationship Management, Collaboration, Organization, Supervisory Skills, Relationship Building, Leadership Development, Analysis, Personal Financial..., Retirement Planning, Small Business..., Change Management, Estate Planning, Tax Efficiency, Investment Advisory, Tax-advantaged...

Education
University of Minnesota-Twin Cities   2006 — 2011
Bachelor of Arts (BA), Strategic Communication with emphasis on Interpersonal Communication

Santa Clara University   2005 — 2006
Pre-Medicine/Pre-Medical Studies

Katie Brooks Cullum Katie Brooks Cullum Greater Denver Area Details
Katie Brooks Cullum's Merrill Lynch Experience February 2005 - February 2007
Job Sr Registered Client Service Associate at UBS
Industry Financial Services
Experience
UBS  May 2013 - Present
Aveo Capital Partners   July 2011 - April 2013
UBS Financial Services  February 2007 - July 2011
Merrill Lynch   February 2005 - February 2007
Merrill Lynch   January 2002 - February 2005
Merrill Lynch   October 1999 - January 2002

Education
Santa Clara University   1995 — 1999
Bachelor of Science (BS), Marketing

Edina High School   1991 — 1995
Graduated

Maung Okkar Lin Maung Okkar Lin San Jose, California Details
Maung Okkar Lin's Merrill Lynch Experience October 2013 - April 2014
Job Advisory Services at PwC
Industry Information Technology and Services
Experience
PwC  May 2014 - Present
Merrill Lynch   October 2013 - April 2014
alex+von   October 2011 - January 2012
SJSU Management Information Systems Association   January 2011 - June 2011
SJSU Financial Management Association   January 2010 - January 2011
Management Support Technology, Inc.   June 2010 - August 2010
Thai Union Feedmill Co., LTD   June 2009 - August 2009
SJSU International House  December 2007 - August 2008
SJSU International House  January 2008 - June 2008

Skills
HTML, Visio, Access, Time Management, Microsoft Office, Project Management, Technical Support, Network Security, CSS Javascript, Microsoft Excel, Team Leadership, Social Networking, PowerPoint, Data Analysis, Databases, Market Research, Troubleshooting, Visual Basic, SharePoint, Management

Education
San Jose State University   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

San Jose State University   2007 — 2011
Bachelor of Science (BS), Management Information Systems, General

Ruamrudee International School   2004 — 2007
High School Diploma

Shibani Taneja Shibani Taneja San Francisco Bay Area Details
Shibani Taneja's Merrill Lynch Experience June 2000 - August 2000
Job Business Development at PTI Corp.
Industry Online Media
Experience
PTI Corp.   May 2015 - Present
Rocket Fuel Inc.  September 2013 - January 2015
Rocket Fuel Inc.  June 2013 - September 2013
bebe stores  April 2013 - June 2013
PTI Corp.- Operates 2 full service restaurants & wholesale/distribution unit for food products   July 2002 - April 2013
Appthority  June 2012 - September 2012
Merrill Lynch   June 2000 - August 2000

Education
Santa Clara University - Leavey School of Business   2011 — 2014
MBA, Finance

University of Southern California - Marshall School of Business   1999 — 2002
BS, Finance & Entrepreneurship

Arnoldo santiago Arnoldo santiago San Francisco Bay Area Details
Arnoldo santiago's Merrill Lynch Experience 2007 - Present
Job Senior Vice President, Wealth Management / Senior Financial Advisor / Portfolio Manager, PIA Program
Industry Financial Services
Experience
Merrill Lynch   2007 - Present
MorganStanley SmithBarney LLC  1998 - 2007

Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Mergers & Acquisitions, Mutual Funds, Finance, Securities, Investments, Equities, Fixed Income, Asset Allocation, Investment Advisory, Portfolio Management, Retirement Planning, Asset Management

Education
Santa Clara University - Leavey School of Business   1994 — 1998
BSC, Finance

Randal Johnson Randal Johnson Santa Clara, California Details
Randal Johnson's Merrill Lynch Experience June 1987 - February 2003
Job Regional Director Training Development and Deployment at Thrivent Financial Systems
Industry Capital Markets
Experience
Thrivent Financial Systems   February 2003 - Present
Thrivent Financial Systems   2003 - 2012
Merrill Lynch   June 1987 - February 2003

Skills
executive business..., relationship sales, Project Management, Facilitation, Corporate Communications, Community Outreach, Internal Communications, Instructional Design, Curriculum Development

Education
San Jose State University   1982 — 1986
Bachelor of Arts (B.A.), Financial Planning and Services

Elyse Hansen Elyse Hansen Greater Denver Area Details
Elyse Hansen's Merrill Lynch Experience June 2007 - September 2007
Job Consulting at Accenture
Industry Information Technology and Services
Experience
Accenture  February 2011 - Present
Insight Global  January 2010 - December 2010
AMO Account Management Organization   June 2008 - June 2009
Bon Appetit  September 2006 - June 2009
Merrill Lynch   June 2007 - September 2007

Education
Santa Clara University   2005 — 2009
BS, Finance

Santa Clara University - Leavey School of Business   2005 — 2009
BS, Finance and Economics

Manuel Mendoza Manuel Mendoza Sunnyvale, California Details
Manuel Mendoza's Merrill Lynch Experience May 2005 - August 2005
Job Manufacturing Operations
Industry Computer & Network Security
Experience
Palo Alto Networks  June 2012 - Present
Palo Alto Networks  November 2010 - June 2012
ProMatch  April 2010 - November 2010
Fujitsu America Inc.  September 2006 - March 2010
KLA-Tencor  September 2005 - December 2005
Merrill Lynch   May 2005 - August 2005
Burberry  June 2003 - September 2004
Ted Baker London  November 2002 - June 2003
Neiman Marcus  May 2001 - November 2002

Skills
Leadership, Sales, Salesforce.com, Training, Analysis, SaaS, Customer Service, Microsoft Excel, Enterprise Software, Networking, Microsoft Office, Cloud Computing, Cross-functional Team..., Security, Program Management, Account Management, Network Security, Finance, CRM, Human Resources

Education
San Jose State University   2004 — 2006
Corporate Financial Management, Accouting & Finance

John Enea John Enea San Francisco Bay Area Details
John Enea's Merrill Lynch Experience July 1994 - July 2009
Job Experienced Portfolio Manager & Wealth Management Advisor
Industry Financial Services
Experience
CLEAR VIEW TECHNOLOGY   October 2010 - April 2011
CLEAR VIEW TECHNOLOGIES   October 2010 - April 2011
Merrill Lynch   July 1994 - July 2009
Merrill Lynch   January 1994 - January 2009
Merrill Lynch   January 1994 - January 2009
Merrill Lynch   January 1994 - January 2009

Skills
Financial Planning, Asset Management, Customer Relations, Bonds, Research, Portfolio Management, Equities, Fixed Income, Asset Allocation, Investments, Retirement Planning, Financial Analysis, Alternative Investments, Investment Advisory, Credit, Wealth Management, Estate Planning, Cash Management, Investment Strategies, Insurance, 401k, Securities, Private Banking, Mutual Funds, Options

Education
Santa Clara University   2007 — 2008
MBA

San Jose State University   1987 — 1993
Bachelor of Science, Marketing

San Jose State University
Bachelor of Science, Marketing

San Jose State University
Bachelor of Science, Marketing

San Jose State University
Bachelor of Science, Marketing

Santa Clara University
Executive MBA

Santa Clara University
Executive MBA

Santa Clara University
Executive MBA

Ryan Schmelz Ryan Schmelz Washington D.C. Metro Area Details
Ryan Schmelz's Merrill Lynch Experience 1981 - 1989
Job Management Consultant and VoiceOver Artist
Industry Information Services
Experience
ThinkRazor   2013 - Present
Voices By Ryan   2013 - Present
Riberian Enterprises, Inc.   2004 - Present
CorrectNet, Inc.   2007 - 2008
Transition Partners  1994 - 2004
Freddie Mac  1992 - 1994
A.C. Nielsen subidiaries of Dun & Bradstreet   1990 - 1992
Merrill Lynch   1981 - 1989
Remote Computing Corporation   1975 - 1981

Skills
Strategy, Program Management, Outsourcing, Start-ups, Management Consulting, Change Management, Strategic Planning, Mergers & Acquisitions, SaaS, Executive Management, Cloud Computing, Professional Services, E-commerce, Governance, Management, Project Management, Business Intelligence, CRM, PMO, Business Process..., Project Portfolio..., Enterprise Architecture, Information Technology, Business Process..., Team Building, Enterprise Software, IT Strategy, Business Development, Leadership, Marketing, Financial Services, SDLC, Business Planning, Entrepreneurship, Software Development, Training, Process Improvement, Business Analysis, Strategic Partnerships, Vendor Management, Product Management

Education
Hastings College of the Law
JD, Trade Regulation, Antitrust, Environmental Law

San Jose State University
MBA, Organization Design, Finance

The University of South Dakota
BA, Government, Economics, History

Matthew Roby Matthew Roby San Francisco Bay Area Details
Matthew Roby's Merrill Lynch Experience April 2005 - July 2005
Job Corporate FP&A Finance at Apple
Industry Computer Hardware
Experience
Apple  July 2012 - Present
Apple  April 2008 - July 2012
National Semiconductor  September 2007 - April 2008
National Semiconductor  August 2006 - August 2007
Merrill Lynch   April 2005 - July 2005

Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Essbase, Hyperion Enterprise, Valuation, Corporate Finance, Revenue Recognition, Finance, Financial Reporting

Education
Santa Clara University   2002 — 2006
Bachelors of Science in Commerce, Finance

Bellarmine College Preparatory   1998 — 2002

janet bakhtiari janet bakhtiari San Jose, California Details
janet bakhtiari's Merrill Lynch Experience 2002 - 2009
Job
Industry Financial Services
Experience
Merrill Lynch   2002 - 2009

Skills
Series 7, Retirement Planning, Equities, Mutual Funds, Investments, Wealth Management, Securities, Series 63, Fixed Income, Retirement, Portfolio Management, Strategic Financial...

Education
San Jose State University   1999 — 2002
Bachelor of Science (BS), Finance

Jordan Ng Jordan Ng San Francisco Bay Area Details
Jordan Ng's Merrill Lynch Experience March 2015 - Present
Job Registered Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   March 2015 - Present
Morgan Stanley  May 2014 - March 2015
First Republic Bank  January 2013 - April 2014
Peak View Partners, LLC   August 2011 - August 2012

Education
San Jose State University   2007 — 2011
Bachelor of Science, Finance

Jessica Moore Jessica Moore San Francisco Bay Area Details
Jessica Moore's Merrill Lynch Experience August 2010 - May 2011
Job Recruiting at Netflix
Industry Human Resources
Experience
Netflix  May 2011 - Present
Merrill Lynch   August 2010 - May 2011
Discovery Communications  June 2009 - August 2009

Skills
Talent Acquisition, Financial Services, Finance, Recruiting, Technical Recruiting, Financial Analysis, Business Development

Education
Santa Clara University - Leavey School of Business   2006 — 2010
BS, Finance & International Business

Syracuse University Study Abroad   2008 — 2008
Spanish, Madrid

Our Lady of Lourdes Academy   2002 — 2006

Monica Tomich Monica Tomich San Francisco Bay Area Details
Monica Tomich's Merrill Lynch Experience June 2004 - September 2004
Job VP, Commercial Lender Private Banking & Speciality Lending at Boston Private
Industry Banking
Experience
Boston Private  2012 - Present
Luther Burbank Savings  September 2010 - December 2010
Silicon Valley Bank  October 2006 - March 2010
5AM Ventures  June 2005 - May 2006
Merrill Lynch   June 2004 - September 2004

Education
Santa Clara University   2002 — 2006
BSC, Finance, Philosophy

Jessica Hser, PMP Jessica Hser, PMP Los Angeles, California Details
Jessica Hser, PMP's Merrill Lynch Experience April 2005 - June 2005
Job Project Manager at TOBI
Industry Apparel & Fashion
Experience
TOBI  February 2015 - Present
TOBI  August 2013 - Present
State Farm  February 2013 - August 2013
OCZ Technology  May 2011 - October 2012
JS Financial Services   May 2010 - February 2011
Sky Enterprise USA   July 2009 - January 2010
Thales Avionics, Inc  February 2006 - March 2009
Thales Avionics, Inc  September 2005 - February 2006
Merrill Lynch   April 2005 - June 2005

Skills
Program Management, Negotiation, Supply Chain Management, SAP, Process Improvement, Supply Chain, Cross-functional Team..., PMP, Management, Leadership, Forecasting, MS Project, Lean Manufacturing, Six Sigma, Product Development, Budgets, Enterprise Software

Education
UC Irvine
B.A.

San Jose State University   2011 — 2011
PMP

Jamie Weaver Jamie Weaver Bellevue, Washington Details
Jamie Weaver's Merrill Lynch Experience October 2013 - November 2014
Job Wealth Management
Industry Financial Services
Experience
Merrill Lynch   October 2013 - November 2014
Merrill Edge  September 2009 - October 2013
JPMorgan Chase  February 2009 - September 2009
Merrill Lynch   February 2007 - February 2009
Cintas  2006 - 2007
Gap Inc.  May 2005 - September 2005

Skills
Financial Services, Sales, Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Finance, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Financial Analysis, Asset Managment, Asset Management, Investment Advisory, Management, Banking, Business Development, Credit, Customer Service, Leadership

Education
Santa Clara University   2002 — 2006
Finance, General

Santa Clara University   2002 — 2006
Marketing/Marketing Management, General

Jessica Wu Jessica Wu San Francisco Bay Area Details
Jessica Wu's Merrill Lynch Experience August 2005 - October 2005
Job Lead Technical Recruiter at Google
Industry Staffing and Recruiting
Experience
Google  July 2012 - Present
Robert Half International  June 2011 - July 2012
National Semiconductor  May 2010 - June 2011
Adobe Systems  March 2008 - January 2010
Applied Materials  July 2005 - March 2008
Merrill Lynch   August 2005 - October 2005

Skills
Applicant Tracking..., College Recruiting, Technical Recruiting, Talent Acquisition, Sourcing, Internet Recruiting, Talent Management, Benefits Negotiation, Onboarding, Temporary Staffing, Temporary Placement, Executive Search, Vendor Management, Contract Recruitment, Process Improvement, Recruiting, Finance, Salesforce.com, Management, Screening, Interviews

Education
Santa Clara University - Leavey School of Business
Bachelor of Science in Commerce, Marketing

Tyler Braslow Tyler Braslow Madison, New Jersey Details
Tyler Braslow's Merrill Lynch Experience June 2014 - August 2014
Job Student at Santa Clara University
Industry
Experience
OppenheimerFunds  2015 - 2015
OppenheimerFunds  2015 - 2015
Appal   August 2014 - September 2014
Merrill Lynch   June 2014 - August 2014
Poor Herbies   October 2009 - August 2012
Merrill Lynch   May 2012 - June 2012

Skills
Microsoft Excel, Leadership, Communication, Teamwork, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Public Speaking, Team Leadership, Time Management, Research, Management, English, Sales

Education
Santa Clara University   2012 — 2016

Santa Clara University - Leavey School of Business   2012 — 2016
Finance

Morristown-Beard   2009 — 2012
10-12

Janna Ciabattari Janna Ciabattari San Francisco Bay Area Details
Janna Ciabattari's Merrill Lynch Experience July 2009 - Present
Job Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2009 - Present

Skills
Wealth Management, Financial Analysis, Investment Management, Financial Modeling, Salesforce.com, Investments, Series 7, Strategic Financial..., Risk Management, Portfolio Management, Management

Education
Santa Clara University - Leavey School of Business
Master of Business Administration (MBA)

Santa Clara University
BS, Finance

Syracuse University Florence, Italy
Business

Joan Champaign Joan Champaign Tampa/St. Petersburg, Florida Area Details
Joan Champaign's Merrill Lynch Experience 1997 - 2000
Job Personal Assistant
Industry Executive Office
Experience
Self Employed  1995 - Present
YMCA of Middle Tennessee  2006 - 2011
Merrill Lynch   1997 - 2000
Horace Small Apparel Company   1990 - 1995
Smith Barney, Harris Upham  1978 - 1980

Skills
Event Planning, Non-profits, Event Management, Fundraising, Public Relations, Microsoft Office, Social Media, Social Networking, Nonprofits, Coaching, Teaching

Education
Santa Fe Community College

Tennessee Technological University

Richard Hinojos Richard Hinojos Greater Seattle Area Details
Richard Hinojos's Merrill Lynch Experience 1993 - 1997
Job Partner, Agile PLM Practice at Verdant Services, Inc
Industry Computer Software
Experience
Verdant Services, Inc  December 2014 - Present
Verdant Services, Inc  November 2013 - Present
KPIT  October 2011 - September 2013
Domain Systems, Inc.   July 2006 - October 2011
TraceNet, Inc.   2003 - July 2006
Alventive  2001 - 2003
Merrill Lynch   1993 - 1997

Skills
Business Management, Integration, Product Launch, Product Life Cycle..., Consultative Selling, New Product Introduction, Negotiation, Sales Management, Cross-functional Team..., Cross-cultural Teams, Building High..., Product Development, Business Process..., Product Lifecycle..., Enterprise Software, Manufacturing, Selling, Account Management, Business Intelligence, Business Planning, SaaS, Competitive Analysis, Cloud Computing, Management Consulting, Management, Business Process, Product Marketing, Product Management, Leadership, Start-ups, Sales, Entrepreneurship, Executive Management, Business Development, Solution Selling, Strategy, Pre-sales, Professional Services, CRM, Lead Generation, Go-to-market Strategy, Salesforce.com, Business Alliances, Direct Sales, Strategic Partnerships, Software Industry, Demand Generation, ERP, Consulting, Program Management

Education
San Jose State University   1986 — 1990
BS, Business, Finance

Woonja Cha Woonja Cha Hartford, Connecticut Details
Woonja Cha's Merrill Lynch Experience June 2004 - September 2004
Job Director Program Management at Aetna
Industry Insurance
Experience
Aetna  March 2014 - Present
Aetna  August 2011 - March 2014
Fairchild Semiconductor  October 2004 - August 2011
Merrill Lynch   June 2004 - September 2004
KBS(Korean Broadcasting System)   February 2000 - March 2001

Skills
Forecasting, Financial Modeling, Mergers & Acquisitions, Analysis, Finance, Corporate Finance, Valuation, Financial Analysis, Accounting, Product Management, Risk Management, Investments, Financial Forecasting, Cross-functional Team..., Financial Reporting, Business Strategy, Program Management, Business Operations, Portfolio Optimization, Project Portfolio...

Education
Santa Clara University   2003 — 2005
MBA, Finance/Accounting

Seoul National University   1996 — 2000
Bachelor of Science, Chemistry Education

Louis Salvador Louis Salvador San Francisco, California Details
Louis Salvador's Merrill Lynch Experience April 2005 - February 2007
Job Trader at Valiant Capital Management, LP
Industry Investment Management
Experience
Valiant Capital Management, LP   April 2011 - Present
Bank of America Merrill Lynch  February 2007 - April 2011
Merrill Lynch   April 2005 - February 2007
Merrill Lynch   May 2004 - April 2005
Banc of America Securities  July 2003 - May 2004

Education
University of San Francisco
MS, Financial Analysis

Santa Clara University
BS, Engineering

Santa Clara University
BS, Finance

De La Salle High School

Leigh Shimamoto Leigh Shimamoto San Francisco Bay Area Details
Leigh Shimamoto's Merrill Lynch Experience April 2000 - June 2005
Job
Industry Investment Management
Experience
Vernal Point   August 2014 - Present
FC Advisors   2013 - 2014
Aspiriant  2005 - 2013
Financial Planning Association of San Francisco   January 2010 - December 2011
Merrill Lynch   April 2000 - June 2005

Education
Santa Clara University School of Law   1995 — 1998
JD

University of California, San Diego   1991 — 1995
BA

Patrick Fannon Patrick Fannon Park City, Utah Details
Patrick Fannon's Merrill Lynch Experience June 2006 - September 2008
Job Owner of Skis on the Run and Switchback Sports
Industry Sporting Goods
Experience
Switchback Sports   May 2011 - Present
Skis on the Run  November 2008 - Present
Merrill Lynch   June 2006 - September 2008
Thomas Weisel Partners  May 2004 - May 2006
Bear Stearns  August 1999 - December 2003

Skills
Investment Banking, Financial Analysis, Corporate Development, Valuation, Marketing, Management, Venture Capital, Customer Service, Financial Modeling, Entrepreneurship, Strategy, Private Equity, Start-ups, Retail Sales, Mergers & Acquisitions, Due Diligence, Investments, Corporate Finance

Education
University of Notre Dame - Mendoza College of Business   1997 — 1999
MBA, Finance

Santa Clara University   1990 — 1994
BS, Economics

Eric Hickok Eric Hickok San Francisco Bay Area Details
Eric Hickok's Merrill Lynch Experience November 2006 - June 2008
Job Home Mortgage Consultant NMLSR# 1156575 at Wells Fargo
Industry Banking
Experience
Wells Fargo  December 2013 - Present
Akonni Biosystems  May 2013 - December 2013
Hickok and Company   September 2009 - December 2012
California State Asembly   June 2010 - November 2010
Merrill Lynch   November 2006 - June 2008
Fernandez and Associates  December 2005 - June 2006
Hickok & Oya Wine Distributors   January 2004 - January 2006
Fisher Thurber LLP   February 2001 - October 2001
UCSD Medical Center  June 1999 - January 2001

Skills
Securities, Wealth Management, Corporate Law, Retirement Planning, Investments

Education
Santa Clara University School of Law   2002 — 2006
Doctor of Law (JD), Law

University of California, San Diego   1997 — 2002
B.S., Molecular Biology, Computer Science

Jack Regier Jack Regier Campbell, California Details
Jack Regier's Merrill Lynch Experience January 2009 - June 2009
Job Paraplanner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  June 2009 - Present
Merrill Lynch   January 2009 - June 2009

Skills
Asset Allocation, Finance, Business Development, Portfolio Management, Securities, Paraplanning, Investment..., Portfolio Analysis

Education
Santa Clara University   2006 — 2010
Bachelor of Science in Commerce - Finance, Minor: Operations Management & Information Systems

San Luis Obispo High School

San Luis Obispo High School

Jay Mooreland Jay Mooreland Saint Paul, Minnesota Details
Jay Mooreland's Merrill Lynch Experience May 2002 - September 2008
Job Speaker, Educator, Consultant
Industry Financial Services
Experience
The Emotional Investor   December 2011 - Present
Certified Financial Planner  September 2008 - Present
Merrill Lynch   May 2002 - September 2008
Morgan Stanley  August 1999 - May 2002

Skills
Behavioral Finance, Behavioral Science, Economics, Retirement Planning, Investment Advisory, Wealth Management, Asset Allocation, Financial Advisory, Estate Planning, Investments, Securities

Education
University of Minnesota-Twin Cities   2009 — 2011
MS, Applied Economics

San Jose State University   1997 — 2001
BS, Finance

Romeo Salgado Romeo Salgado San Francisco Bay Area Details
Romeo Salgado's Merrill Lynch Experience 2004 - 2007
Job Lifecycle and Email Marketing Manager
Industry Consumer Electronics
Experience
Roku  May 2015 - Present
Intuit  October 2014 - May 2015
Symantec  May 2014 - October 2014
Symantec  October 2011 - May 2014
Symantec  October 2009 - October 2011
FriendFinder Networks, Inc.   September 2008 - October 2009
McAfee  2007 - 2008
Merrill Lynch   2004 - 2007
Sony Electronics  July 2000 - July 2004

Skills
Email Marketing, E-commerce, Product Management, Segmentation, Omniture, Demand Generation, Web Analytics, Lead Generation, Salesforce.com, Team Leadership, Strategic Planning, Marketing Strategy, Business Development, SEM, Online Advertising, Customer Acquisition, Multi-channel Marketing, Analytics, Digital Marketing, SEO, Google Analytics, Content Management, Online Research, Online Lead Generation, Online Communications, CMS, User Experience Testing, Program Management, Team Building, Vendor Management, Navigation, Conversion Optimization, ecommerce, UX, Content Marketing, Marketo, HTML emails, HTML, Photoshop, Illustrator, Adobe Acrobat, QuarkXPress

Education
San Jose State University

Pat Byrnes Pat Byrnes San Francisco Bay Area Details
Pat Byrnes's Merrill Lynch Experience April 2012 - January 2013
Job Project and Development Services
Industry Commercial Real Estate
Experience
Cushman & Wakefield  January 2013 - Present
Merrill Lynch   April 2012 - January 2013
IKON Office Solutions  April 2011 - April 2012
IKON Office Solutions  August 2007 - April 2011
Smith Barney  May 2006 - September 2006
The Staubach Company  June 2005 - September 2005

Skills
Salesforce.com, Customer Service, SaaS, Customer Retention, Cold Calling, Account Management, Selling, Sales, Sales Process, Investments, Asset Managment, Business Development, New Business Development, Forecasting, Relationship Management, Financial Analysis, Customer Engagement

Education
Santa Clara University   2003 — 2007
Bachelor of Science (BS), Political Science

Loyola High School of Los Angeles   1999 — 2003

Cara McGinnis Cara McGinnis San Francisco Bay Area Details
Cara McGinnis's Merrill Lynch Experience June 2000 - June 2002
Job Motivated advertising expert
Industry Marketing and Advertising
Experience
Comcast Spotlight  June 2006 - August 2006
P F Changs China Bistro  January 2004 - June 2004
Merrill Lynch   June 2000 - June 2002

Education
San Jose State University   2002 — 2007
BS, advertising and journalism

Joy Dunn Joy Dunn San Francisco Bay Area Details
Joy Dunn's Merrill Lynch Experience 1993 - 1995
Job Project Manager at Apple, Inc.
Industry Consumer Electronics
Experience
Apple, Inc.   2005 - Present
Applied Biosystems  2004 - 2005
Crawford Consulting  2003 - 2003
FrontBase   2002 - 2002
Apple, Inc.   1998 - 2001
Apple, Inc.   1997 - 1997
Apple, Inc  1996 - 1996
Merrill Lynch   1993 - 1995

Skills
Product Management, Cross-functional Team..., Mobile Devices, Consumer Electronics, Program Management, Product Lifecycle..., Strategic Partnerships, Product Development, Competitive Analysis, Integration, Product Marketing

Education
Santa Clara University   1999 — 2001
MBA, MBA

University of California, Los Angeles   1989 — 1993
BA, Psychology

Maria Rutenburg Maria Rutenburg San Francisco Bay Area Details
Maria Rutenburg's Merrill Lynch Experience June 1997 - July 1998
Job attorney at law at Peninsula Company
Industry Real Estate
Experience
Peninsula Company   May 2007 - Present
Peninsula Company   1998 - Present
PwC  December 1998 - May 1999
Merrill Lynch   June 1997 - July 1998

Skills
Short Sales, Condos, Investment Properties, Sellers, Real Estate Development, Residential Homes, REO, Title Insurance, Property Management, HOA management

Education
Santa Clara University School of Law   2004 — 2007
Juris Doctor, Law

Santa Clara University   1993 — 1997
Bachelor of Science (BSc) Cum Laude, Economics

Althea Maravelas Althea Maravelas Greater Minneapolis-St. Paul Area Details
Althea Maravelas's Merrill Lynch Experience January 2006 - May 2012
Job Business and Investment Consultant. Entrepreneur. Designer.
Industry Investment Management
Experience
Business, Financial and Investment Consultant   June 1990 - Present
9 Design Group, LLC   January 1990 - Present
Merrill Lynch   January 2006 - May 2012
Wells Fargo Advisors  November 2008 - June 2010
Santa Fe Galleries   January 1995 - January 2006

Skills
Retirement Planning, Investments, Insurance, Mergers, Fixed Annuities, Wealth Management, Entrepreneurship, Series 7, Wealth, Strategic Financial..., Securities, Alternative Investments, Uniform Combined State..., Asset Managment, Estate Planning, Small Business, Investment Strategies, Strategic Consulting, Impact Investing, Financial Advisory, Private Equity, Mergers & Acquisitions, Finance, Management, Strategic Planning, Portfolio Management, Asset Management

Education
University of Minnesota-Twin Cities

College of Financial Planning
CRPC [Chartered Retirement Planning Counselor]

Santa Fe Community College
Business Law, Business Management, International Affairs, Studio and Fine Arts

Mary McHugh Mary McHugh San Francisco Bay Area Details
Mary McHugh's Merrill Lynch Experience 2007 - 2009
Job Technology Sales Rep at Oracle
Industry Computer Software
Experience
Oracle  July 2010 - Present
Idearc Media  April 2009 - July 2010
Merrill Lynch   2007 - 2009
CareerBuilder.com  2005 - 2007
ADP  2002 - 2005

Skills
SEM, Lead Generation, CRM, Sales Process, Account Management, Salesforce.com, Cold Calling

Education
Santa Clara University   1998 — 2002

Matt Nakashima Matt Nakashima Greater Los Angeles Area Details
Matt Nakashima's Merrill Lynch Experience June 2007 - August 2007
Job Associate at Auspex Capital
Industry Investment Banking
Experience
Auspex Capital   April 2011 - Present
Karlin Asset Management   May 2009 - April 2011
Karlin Real Estate  May 2009 - April 2011
The Walt Disney Company  September 2008 - April 2009
Merrill Lynch   June 2007 - August 2007

Skills
Valuation, Market Research, Due Diligence, Financial Modeling

Education
Santa Clara University - Leavey School of Business   2004 — 2008
BS, Finance

Paula Robichaud, LMFT Paula Robichaud, LMFT Carmel By The Sea, California Details
Paula Robichaud, LMFT's Merrill Lynch Experience 1985 - 1989
Job Private Practice
Industry Mental Health Care
Experience
MFT in private practice  March 2013 - Present
Sequoia Counseling Services   March 2011 - March 2013
Community Health Awareness Center   September 2005 - June 2008
Adolescent Counseling Services  September 2001 - June 2005
Merrill Lynch   1985 - 1989
T. Rowe Price  1981 - 1985

Skills
Individual and Couples..., Adults, Grief Counseling, Mental Health Counseling, Parenthood, Stress Management, Personal Development, Family Therapy, Group Therapy, Life Transitions, Anger Management, Psychotherapy, Stress, Self-esteem, Adolescents, Young Adults

Education
Santa Clara University
Masters, Counseling Psychology

Virginia Polytechnic Institute and State University   1973 — 1977
B.S., Education

Brian Janiszczak Brian Janiszczak Delray Beach, Florida Details
Brian Janiszczak's Merrill Lynch Experience January 1997 - January 1999
Job MCT Technical Trainer at TSS Redmond, LLC
Industry Information Technology and Services
Experience
TSS Redmond, LLC   September 2011 - Present
NH&A, LLC   February 2011 - April 2011
MSI Moore Solutions   February 2010 - January 2011
Indian River County Youth Guidance   August 2009 - January 2010
NASA  August 2007 - May 2008
TicketMaster  August 1999 - August 2007
The Walt Disney Company  February 1999 - August 1999
Merrill Lynch   January 1997 - January 1999
Monroe County Borad of Commissioners   January 1994 - December 1996

Skills
Leadership, MCSA 2013, Private Cloud, SCOM 2012, Exchange 2010/2007/2003, Microsoft Exchange 2013, Networking, Active Directory, Network Administration, Security, Disaster Recovery, Troubleshooting, Servers, Technical Support, Microsoft Technologies, Microsoft Exchange, Windows 7, Network Security, Microsoft Certified..., Data Center

Education
MSI Moore Solutions   2010 — 2010
Cert, MCSE, MCITP, CompTIA

Altiris Server and Inventory Deployment Solutions   2004 — 2004
Altiris Server and deployment inventories

Productivity Point   1999 — 1999
MS-Exchange Concepts and Admin

Santa Fe Community College   1991 — 1993
Business Administration

Paul Penney Paul Penney Greater Los Angeles Area Details
Paul Penney's Merrill Lynch Experience March 2006 - April 2008
Job PE Investor
Industry Financial Services
Experience
Private Technology Investor   January 2014 - Present
Compass North Capital   June 2011 - May 2014
Cypress Funds   April 2008 - March 2011
Merrill Lynch   March 2006 - April 2008
Lehman Brothers  July 2001 - January 2006
Robertson Stephens  October 1997 - June 2001
PricewaterhouseCoopers  November 1994 - October 1997

Education
Santa Clara University   1989 — 1993
BA Business, Accounting

Adriana Ruelas Adriana Ruelas San Francisco Bay Area Details
Adriana Ruelas's Merrill Lynch Experience January 2008 - April 2008
Job Client Support Specialist at Cisco Systems
Industry Business Supplies and Equipment
Experience
Cisco Systems  May 2010 - Present
Cisco Systems  2008 - 2010
Merrill Lynch   January 2008 - April 2008

Skills
Cross-functional Team..., Sales Operations, Account Management, Management, Strategy, Salesforce.com, Strategic Partnerships, Business Intelligence, Cloud Computing, Customer Service

Education
Santa Clara University   2005 — 2008
BS, Management and International Business

Heather Osgood Heather Osgood Greater Seattle Area Details
Heather Osgood's Merrill Lynch Experience 1999 - 2001
Job Real Estate Sales and Marketing
Industry Real Estate
Experience
Keller Williams Realty, Inc.   2015 - Present
Heather.Osgood.Marketing.Events   2008 - 2015
The Northwest School  2008 - 2010
Sunriver Resort  2005 - 2007
Newland Communities  2004 - 2005
Merrill Lynch   1999 - 2001
RalstonGroup (now Citrus)   1996 - 1999

Skills
Marketing Strategy, Real Estate, Direct Marketing, Event Planning, Brand Development, Integrated Marketing, Luxury, Marketing Communications, Public Relations, Sales Operations, Product Marketing, Budgets, Advertising, Training, Brand Management, Project Management, New Business Development, Web Development, Marketing, Leadership, Sales, Investment Properties, First Time Home Buyers, Management, Real Estate Transactions, Residential Homes

Education
Santa Clara University   1992 — 1996
B.A., Communication

Beaverton High School

Margo Mulumba Margo Mulumba Greater Boston Area Details
Margo Mulumba's Merrill Lynch Experience December 1983 - November 1985
Job Government Administration Professional with Programming Background
Industry International Trade and Development
Experience
US Embassy  September 2004 - August 2007
Group Dilembu, (Sprl Kinshasa, DRC)   July 1999 - September 2004
Salomon Smith Barney  December 1997 - July 1999
Margo Mulumba Consulting   November 1996 - November 1997
Dean Witter  December 1994 - November 1996
PaineWebber  December 1985 - November 1994
Merrill Lynch   December 1983 - November 1985
Manufacturers Hanover Trust  January 1980 - November 1983

Skills
COBOL, International..., JCL, Mainframe, CICS, Nonprofits, Human Resources, Operating Systems, Government

Education
Sheridan Technical Center   2009 — 2010
Certificate, Network and System Administration/Administrator, A

Empire Technical School   1975 — 1976
Certificate, Computer Programming

San Jose State University   1971 — 1974
BA, History

David Eidson David Eidson Portland, Oregon Area Details
David Eidson's Merrill Lynch Experience January 2001 - January 2002
Job Account Executive at Aon
Industry Insurance
Experience
Aon  October 2011 - Present
Farmers Insurance  January 2003 - October 2011
Marcus & Millichap  January 2002 - January 2003
Merrill Lynch   January 2001 - January 2002
Dailey  January 1995 - January 1999

Skills
Marketing, Advertising, Insurance, Financial Services, Finance, Umbrella Insurance, Homeowners, Property & Casualty..., Commercial Insurance, Casualty, Risk Management, Real Estate

Education
San Jose State University   2000 — 2002
MBA, Business Administration and Management, General

University of Southern California   1990 — 1994
BA, Cinema/Television

Bradley Smith Bradley Smith Minneapolis, Minnesota Details
Bradley Smith's Merrill Lynch Experience January 2009 - May 2009
Job Ship from Store Project Lead Guest Fulfillment @ Target
Industry Retail
Experience
Target  June 2015 - Present
Target  January 2013 - May 2015
IBM  March 2011 - June 2012
IBM  August 2009 - February 2011
Merrill Lynch   January 2009 - May 2009
Luckiemark   September 2007 - May 2009
Vector Marketing  June 2007 - January 2008

Skills
Business Analysis, Microsoft Excel, Competitive Analysis, Data Analysis, Analytics, Business Strategy, Financial Analysis, Project Management, Business Process..., Anylogic, Lotus Notes, Visual Basic, Account Management, E-commerce, Process Improvement

Education
Santa Clara University   2006 — 2009
Bachelor of Science, Commerce; Marketing

Santa Clara University - Leavey School of Business   2006 — 2009
Bachelor of Science, Marketing, International Business

Santa Clara University   2005 — 2009
Bachelor of Science (B.S.), Marketing / International Business

Frank White, Jr. Frank White, Jr. San Francisco Bay Area Details
Frank White, Jr.'s Merrill Lynch Experience 1991 - 1994
Job Principal at F.D. White & Co.
Industry Investment Banking
Experience
Silicon Valley Association of Financial Professionals   2012 - Present
F.D. White & Co.   2002 - Present
Peninsula Treasury Management Association   2011 - 2012
Silicon Valley Treasury Management Association   2009 - 2011
Silhouette Medical Inc.   2001 - 2002
Last Mile Services Inc.   2000 - 2001
Morgan Fuller Capital Group   1996 - 2000
Bank of America  1994 - 1995
Merrill Lynch   1991 - 1994
TBC Corporation  1987 - 1990

Education
Santa Clara University
Finance & Accounting

Matt Stepan Matt Stepan San Francisco Bay Area Details
Matt Stepan's Merrill Lynch Experience September 1999 - December 2000
Job Principal, Investments
Industry Investment Management
Experience
CFM  December 2000 - Present
Merrill Lynch   September 1999 - December 2000

Skills
Portfolio Management, Banking

Education
San Jose State University   1998 — 2000
MBA

University of Utah   1996 — 1998
Bachelor of Science, Chemistry

Lina Li Lina Li San Francisco Bay Area Details
Lina Li's Merrill Lynch Experience April 2015 - Present
Job Merrill Lynch Banking Advisor
Industry Banking
Experience
Merrill Lynch   April 2015 - Present
First Republic Bank  November 2013 - April 2015
Bank of America  October 2012 - November 2013
Bank of America  July 2010 - October 2012
Bank of America  April 2007 - July 2010
Bank of America  August 2005 - April 2007
Longs Drugs  June 2001 - August 2005

Skills
Financial Analysis, Loans, Microsoft Excel, Accounting, Customer Service, Retail Banking, Outlook, Team Building, Risk Management, Banking, Business Strategy, Retail, Consumer Lending, Team Leadership, Auditing, Microsoft Word, Branch Management, Lines Of Credit, Deposits, Internal Controls, Credit Cards, Cross Selling, Relationship Management, Financial Services, Branch Banking, Financial Risk, Small Business Lending

Education
San Jose State University   2004 — 2010
BS, Business Administration, Concentration in Accounting

Frank Sisca Frank Sisca San Francisco Bay Area Details
Frank Sisca's Merrill Lynch Experience November 2007 - January 2009
Job Technology Sales Representative
Industry Computer Hardware
Experience
Amazon Web Services  July 2012 - Present
Oracle Corporation  February 2010 - July 2012
Federal Shredding, Inc   January 2009 - January 2010
MERRILL LYNCH   November 2007 - January 2009
LONG BEACH MORTGAGE  July 2006 - July 2007
STAPLES, INC  July 2005 - July 2006
Enterprise Rent-A-Car  September 2002 - December 2004
DATASHRED INC   May 1998 - May 2002

Skills
Series 7, Uniform Combined State..., Salesforce.com, Cold Calling, Solution Selling, Account Management, Direct Sales, SaaS, Sales Process, Sales, Sales Management, Business Development, Certified Financial..., New Business Development, Lead Generation, Sales Operations, CRM, Strategic Financial..., Selling, Enterprise Software

Education
Santa Clara University   1998 — 2002
B.S., Mathematics; General Business

Serra High   1994 — 1997
General Education

Christian Sporl Christian Sporl San Francisco Bay Area Details
Christian Sporl's Merrill Lynch Experience January 2006 - October 2006
Job Vice President at Comerica Bank
Industry Banking
Experience
Comerica  Assistant Vice PresidentComerica BankDecember 2005 - Present
Comerica Bank  2000 - Present
Merrill Lynch   January 2006 - October 2006

Education
Santa Clara University - Leavey School of Business   2001 — 2003
MBA, Finance

University of the Pacific - Eberhardt School of Business   1993 — 1995
BS, Business

Deborah Kircher-Smith Deborah Kircher-Smith Greater Los Angeles Area Details
Deborah Kircher-Smith's Merrill Lynch Experience May 1982 - February 1994
Job Epic Promotions & Design
Industry Retail
Experience
Promotional Company   June 2012 - Present
Merrill Lynch   May 1982 - February 1994

Skills
Promotions/Merchandising..., Events, Accounting, Bookkeeping, Peachtree, Sales Tax, Payroll Taxes, General Ledger

Education
San Jose State University   1979 — 1984
Bachelors, Accounting and Business/Management

West Valley College   1975 — 1977
Associate's degree

Guillermo Rangel Guillermo Rangel Houston, Texas Area Details
Guillermo Rangel's Merrill Lynch Experience 2003 - 2008
Job Sr Business Analyst / Development
Industry Financial Services
Experience
Buffington's   2009 - Present
Merrill Lynch   2003 - 2008
Neoris  2000 - 2003
British American Tobacco  1993 - 2000

Skills
Sales, Teamwork, Spanish, Forecasting, Sales Operations, Sales Management, Marketing Strategy, Negotiation, New Business Development, Strategic Planning, Competitive Analysis, Account Management, Market Analysis, Business Development, Key Account Management

Education
San Jose State University   1983 — 1989
Bachelor's Degree, Mechanical Engineering

Jody Kanter-Doud Jody Kanter-Doud Sacramento, California Area Details
Jody Kanter-Doud's Merrill Lynch Experience April 2011 - October 2012
Job Adm. Asst/ Merrill Lynch Support for both small and large facilities Highly Motivated Office liason
Industry Financial Services
Experience
Merrill Lynch   April 2011 - October 2012
Merrill Lynch/Aerotech Staffing   September 2010 - October 2012
Massage Envy  November 2007 - April 2010
Cracchiolo’s Catering & Market   January 2005 - January 2007
Help U Sell  February 2005 - June 2006
Computer Sciences Corp  October 1990 - June 2004
CSC  1990 - 2003

Skills
Customer Service, Administrative..., DoD, Document Review, Document Management, ADP Payroll, Budgets, Time Management, Software Documentation, Management, Negotiation, Database Administration, Invoicing, Public Relations, Analysis, Event Management, Internet Explorer, Visio, Outlook, System Administration, Event Planning, Access, Accounts Receivable, Recruiting, Process Improvement, Windows, iPhone, PowerPoint, Marketing Strategy, Human Resources, Records Management, Leadership, Business Analysis, Advertising, Office Administration, Coordination, Microsoft Excel, Process Scheduler, Fundraising, Teamwork, Social Networking, Payroll, Training, Microsoft Word, Employee Relations, Microsoft Office, Public Speaking, Lotus Notes, Office Management, Customer Satisfaction

Education
Santa Clara University
Biology

University of Santa Clara

Ralph Parker Ralph Parker San Francisco Bay Area Details
Ralph Parker's Merrill Lynch Experience January 2001 - December 2008
Job First Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS  December 2008 - Present
Merrill Lynch   January 2001 - December 2008

Skills
Finance, Investments, Portfolio Management, Asset Management, Wealth Management, Series 7

Education
San Jose State University   1952 — 1959
B.S., Industrial Management

San Jose State University   1952 — 1959
BS, Industrial Engineering &Business

Matt Garrison Matt Garrison Long Beach, California Details
Matt Garrison's Merrill Lynch Experience January 2010 - April 2010
Job Localization Project Manager at thebigword
Industry Translation and Localization
Experience
thebigword  January 2015 - Present
thebigword  June 2014 - December 2014
thebigword  November 2013 - June 2014
PHH Mortgage  June 2013 - October 2013
PHH Mortgage  April 2012 - June 2013
Web.com  September 2010 - April 2012
American Lung Association  May 2011 - August 2011
Merrill Lynch   January 2010 - April 2010
ING Nederland  September 2007 - July 2009

Skills
Social Media, Customer Service, Microsoft Office, Public Relations, Social Media Marketing, Marketing, Social Networking, Microsoft Excel, PowerPoint, Account Management, Research, Facebook, Event Planning, Sales, Microsoft Word, Outlook, Marketing Communications, Public Speaking, Project Management, Salesforce.com

Education
University of North Florida   2008 — 2011
Bachelor of Science, Communication; tracking in public relations

Santa Fe Community College   2003 — 2006
Associate of Science (A.S.), Sociology

R Cris Henry R Cris Henry Olympia, Washington Details
R Cris Henry's Merrill Lynch Experience 2005 - 2007
Job Investor at PureSolar, Inc.
Industry Defense & Space
Experience
eQuip Enterprises   2014 - Present
PureSolar, Inc.   2012 - Present
Soloy Aviation   2007 - 2011
Merrill Lynch   2005 - 2007
The Investment Center  1996 - 2007

Skills
Aviation, Aircraft, Risk Management, Strategic Planning, Operations Management, Team Building, Customer Relations, Problem Solving, Financial Management, Public Speaking, Leadership Development, Mergers, Business Planning, Team Leadership, New Business Development, Policy, Contract Negotiation, Change Management, Military, Coaching, Marketing Strategy, Retirement Planning, Account Management, Negotiation, Business Strategy, Commercial Pilot, Flight Operations, Process Improvement, Investments, Estate Planning, Product Development, Airlines, Helicopters, Tactics, Sales Management, Leadership

Education
San Jose State University   1977 — 1980
History, African History, Cultures and language., 3.4

Raymond Ruan,CFP® Raymond Ruan,CFP® San Francisco Bay Area Details
Raymond Ruan,CFP®'s Merrill Lynch Experience April 2010 - November 2012
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2012 - Present
Merrill Lynch   April 2010 - November 2012

Skills
Series 7, Series 6, Series 63, Series 65, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Certified Financial...

Education
San Jose State University   2000 — 2005
Bachelor of Arts (B.A.)

Felicia Ho Felicia Ho Greater New York City Area Details
Felicia Ho's Merrill Lynch Experience March 2007 - April 2008
Job Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
Alexander Wang  September 2010 - September 2010
Louis Vuitton  January 2010 - May 2010
W Magazine  September 2009 - December 2009
Cold Method   June 2009 - August 2009
Merrill Lynch   March 2007 - April 2008

Education
PARSONS THE NEW SCHOOL OF DESIGNNew
Associates of Applied Science, Fashion Marketing

Santa Clara University
Bachelor of Science, Finance

Li Liu Li Liu San Francisco Bay Area Details
Li Liu's Merrill Lynch Experience September 2008 - December 2008
Job iTunes Marketing Analyst at Apple
Industry Internet
Experience
Apple  May 2013 - Present
PwC  July 2012 - May 2013
Affymetrix  June 2011 - March 2012
PayPal  June 2011 - December 2011
Convergent Wealth Advisors, LLC   January 2009 - June 2009
Merrill Lynch   September 2008 - December 2008
Everbright Futures   July 2008 - September 2008

Skills
Online Marketing, Email Marketing, Management Consulting, ERP/CRM, Teradata, Reuters, Bloomberg, Unica, SQL, Pivot Tables, Microsoft Excel, Product Management, Analytics, CRM, Business Process, Business Intelligence

Education
Santa Clara University - Leavey School of Business   2010 — 2012
Master's degree, Information Systems Management

University of Maryland - Robert H. Smith School of Business   2007 — 2009
BA, Finance, International Business

Utah State University - Jon M. Huntsman School of Business   2006 — 2007
Associate of Science (A.S.), Finance

Gregory Surat Gregory Surat San Francisco Bay Area Details
Gregory Surat's Merrill Lynch Experience 2006 - 2008
Job Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial Corporation  2014 - Present
Charles Schwab  2008 - 2013
Merrill Lynch   2006 - 2008
Morgan Stanley  2005 - 2006

Education
San Jose State University
Finance & Marketing

Kellie Hogan Kellie Hogan San Jose, California Details
Kellie Hogan's Merrill Lynch Experience 1994 - 1996
Job Personnel Technician at Cambrian School District
Industry Primary/Secondary Education
Experience
Cambrian School District  June 2013 - Present
Cambrian School District  2001 - June 2013
Bank of America  1996 - 1999
Merrill Lynch   1994 - 1996
Bank of America  1989 - 1994

Skills
Organization, Organizational..., Team Building, Highly Ambitious, Proficient Communicator, Goal Oriented, Exceed Sales Goals, Thorough Research, Fast Learner, Self-driven, Self Management, Highly responsible, Microsoft Office, Fundraising, Human Resources

Education
San Jose State University   1991 — 1994
Bachelor of Science, Business Administration

James J. Macauley James J. Macauley Newcastle, California Details
James J. Macauley's Merrill Lynch Experience September 2005 - February 2006
Job Founder at TEAMLincoln
Industry Management Consulting
Experience
TEAMLincoln   March 2010 - Present
AAA NCNU Insurance Exchange  April 2007 - October 2009
Merrill Lynch   September 2005 - February 2006
Voquette, Inc   May 1999 - November 2001
JR&J Macauley   March 1989 - April 1999
Daisy Systems  March 1983 - March 1989
Nicolet Instrument Corporation  June 1978 - February 1983

Skills
Developing Staff, Listening, Analyzing, Planning, Organizing, Implementing, Following-Up, Finishing

Education
San Jose State University   1975 — 1978
Bachelor's degree, DBL Major Finance/Economics, Minor Accounting

Richard Dee Harris Richard Dee Harris San Francisco Bay Area Details
Richard Dee Harris's Merrill Lynch Experience March 1991 - July 1992
Job Product Manager/Senior Calling OfficerRelationship Manager
Industry Financial Services
Experience
Retired  March 2009 - May 2013
Bentley Financial   April 2004 - February 2009
Arcadia Capital Markets   March 2000 - December 2004
Arcadia Group   February 1995 - December 2000
State Street Bank  December 1992 - November 1994
Merrill Lynch   March 1991 - July 1992
Corporate Advisory Financial Services   December 1989 - February 1991
Citizens Commercial Leasing Corporation   January 1989 - November 1989
Union Bank  April 1986 - November 1988
Union Bank  January 1985 - April 1986

Skills
Business Planning, Development of..., Contract Negotiation, Marketing Strategy, Identification of New..., Start-ups, Finance, Marketing, Sales, Financial Services, Banking, Portfolio Management, Investments

Education
UCLA Anderson School of Management   1975 — 1977
Master of Business Administration (M.B.A.), Finance/Corporate Planning

San Jose State University
Master of Arts (M.A.), Psychology (Social)

San Jose State University
Bachelor of Arts (B.A.), Psychology (Industrial)

Cezar Montemayor Cezar Montemayor Jacksonville, Florida Area Details
Cezar Montemayor's Merrill Lynch Experience May 2014 - Present
Job Merrill Lynch :Wealth Management Client Services
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present
NotifyMD  March 2012 - May 2014
Fanatics, Inc.   October 2012 - January 2013
Starbucks  May 2006 - February 2012

Skills
Microsoft Office, Mac OS, Windows, DJ, Writing, Critical Thinking, Critical Discourse..., Peer Mentoring, Youth Mentoring, Coordinating Events, Creative Writing, Interpersonal..., English Literature, Social Networking, Volunteering, Technical Writing, Youth Leadership, SEO, Time Management, Customer Service, Phone Etiquette, Proofreading, Youth Work, Editing, Teamwork, English grammar, Event Planning, Oral

Education
University of North Florida   2009 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General

Santa Fe College   2006 — 2009
Associate of Arts (A.A.), English Language and Literature, General

Jim Zaspel Zaspel Jim Zaspel Zaspel Pleasantville, Iowa Details
Jim Zaspel Zaspel's Merrill Lynch Experience February 1995 - Present
Job Real Estate at Merrill Lynch
Industry Real Estate
Experience
Self-employed  February 1995 - Present
Merrill Lynch   February 1995 - Present

Education
San Jose State University

Eric Weitz Eric Weitz San Jose, California Details
Eric Weitz's Merrill Lynch Experience
Job Senior Vice President/Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Management, Portfolio Management, Leadership, Investments, Cross-functional Team..., Wealth Management, Project Management, Program Management, Financial Planning, Financial Services

Education
San Jose State University
Bachelor's degree, Finance, Economics

Alex Heldt Alex Heldt San Jose, California Details
Alex Heldt's Merrill Lynch Experience June 2015 - Present
Job Seasonal Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2015 - Present
Merrill Lynch   June 2014 - August 2014

Skills
Microsoft Excel, PowerPoint, Research, Financial Analysis, Microsoft Office, Social Media, Leadership, Photoshop, Team Leadership, Public Speaking, Microsoft Word, Strategic Planning, Negotiation, Teamwork

Education
Santa Clara University   2014 — 2018
Undeclared Business

Pioneer High School   2010 — 2014

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