Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
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
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
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
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
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
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
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
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
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
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
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
Merrill Lynch March 2005 - Present
Skills
Wealth Management, Equities, Investments, Series 7, Fixed Income
Education
San Jose State University
UC Davis
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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)
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
Self-employed February 1995 - Present
Merrill Lynch February 1995 - Present
Education
San Jose State University
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
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