Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Chris Zavesky Chris Zavesky's Merrill Lynch Experience May 2008 - August 2008
Job Salesforce Admin at Time Inc.
Industry Publishing
Experience
Synapse Group Inc. a Time Inc. Company December 2013 - Present
Synapse Group Inc. a Time Inc. Company August 2011 - Present
Garavel Subaru May 2009 - July 2011
Merrill Lynch May 2008 - August 2008
CBA Commercial, LLC May 2007 - August 2007
Skills
CRM, Account Management, Digital Marketing, Direct Marketing, Email Marketing, Leadership, Management, Marketing, Marketing Strategy, Portfolio Management, Salesforce.com, Social Media, Social Media Marketing
Education
Southern Connecticut State University 2005 — 2009
BA, Marketing
Synapse Group Inc. a Time Inc. Company December 2013 - Present
Synapse Group Inc. a Time Inc. Company August 2011 - Present
Garavel Subaru May 2009 - July 2011
Merrill Lynch May 2008 - August 2008
CBA Commercial, LLC May 2007 - August 2007
Skills
CRM, Account Management, Digital Marketing, Direct Marketing, Email Marketing, Leadership, Management, Marketing, Marketing Strategy, Portfolio Management, Salesforce.com, Social Media, Social Media Marketing
Education
Southern Connecticut State University 2005 — 2009
BA, Marketing
Derek Pershing Derek Pershing's Merrill Lynch Experience May 2008 - July 2008
Job Commercial Real Estate Attorney at Wilson Cribbs + Goren
Industry Law Practice
Experience
Wilson Cribbs + Goren August 2013 - Present
Houston Volunteer Lawyers Program July 2011 - Present
Wilson Cribbs + Goren May 2012 - May 2013
LexisNexis July 2011 - May 2013
Crady, Jewett & McCulley LLP June 2012 - August 2012
South Texas College of Law February 2012 - August 2012
Lewis & Barnes July 2011 - November 2011
National Appraisal Partners, LLP March 2010 - May 2010
Superior Care EMS May 2007 - May 2009
Merrill Lynch May 2008 - July 2008
Skills
Legal Research, Legal Writing, Research, Public Speaking, Mediation, Microsoft Office, Litigation, Microsoft Excel, PowerPoint, Microsoft Word, Government, Analysis, Healthcare, Contract Negotiation, Financial Analysis, Risk Management, Real Estate Transactions, Commerical Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Real Estate, Civil Litigation, Arbitration, Criminal Law, Trials, Lexis, Legal Assistance, Document Drafting, Contract Law, Legal Issues, Alternative Dispute..., Bankruptcy, Estate Planning, Commercial Litigation, Administrative Law, Immigration Law, Litigation Support, Family Law, Licensing, Appeals, Corporate Law, Courts, Intellectual Property, Document Review, Legal Advice, Dispute Resolution, International Law, Corporate Governance, Leadership
Education
Texas A&M University CNVE 2014 — 2014
Certificate of Entrepreneurship from the Mays Business School, Entrepreneurship/Entrepreneurial Studies
South Texas College of Law 2010 — 2013
Doctor of Jurisprudence
University of St. Thomas 2007 — 2010
Master of Business Administration (MBA), Finance
University of St. Thomas 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
Wilson Cribbs + Goren August 2013 - Present
Houston Volunteer Lawyers Program July 2011 - Present
Wilson Cribbs + Goren May 2012 - May 2013
LexisNexis July 2011 - May 2013
Crady, Jewett & McCulley LLP June 2012 - August 2012
South Texas College of Law February 2012 - August 2012
Lewis & Barnes July 2011 - November 2011
National Appraisal Partners, LLP March 2010 - May 2010
Superior Care EMS May 2007 - May 2009
Merrill Lynch May 2008 - July 2008
Skills
Legal Research, Legal Writing, Research, Public Speaking, Mediation, Microsoft Office, Litigation, Microsoft Excel, PowerPoint, Microsoft Word, Government, Analysis, Healthcare, Contract Negotiation, Financial Analysis, Risk Management, Real Estate Transactions, Commerical Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Real Estate, Civil Litigation, Arbitration, Criminal Law, Trials, Lexis, Legal Assistance, Document Drafting, Contract Law, Legal Issues, Alternative Dispute..., Bankruptcy, Estate Planning, Commercial Litigation, Administrative Law, Immigration Law, Litigation Support, Family Law, Licensing, Appeals, Corporate Law, Courts, Intellectual Property, Document Review, Legal Advice, Dispute Resolution, International Law, Corporate Governance, Leadership
Education
Texas A&M University CNVE 2014 — 2014
Certificate of Entrepreneurship from the Mays Business School, Entrepreneurship/Entrepreneurial Studies
South Texas College of Law 2010 — 2013
Doctor of Jurisprudence
University of St. Thomas 2007 — 2010
Master of Business Administration (MBA), Finance
University of St. Thomas 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
Christian Dammann Christian Dammann's Merrill Lynch Experience June 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Smith Barney May 2007 - June 2010
Bear Wagner Specialists March 2004 - May 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Investments, Strategic Financial..., IRAs, Financial Advisory, Estate Planning, Alternative Investments, Fixed Annuities, Electronic Trading, Equities, Equity Trading, FINRA, Finance, Financial Markets, Risk Management, Securities, Trading
Education
Southern Connecticut State University 1993 — 1997
Accounting and Business/Management
Merrill Lynch June 2010 - Present
Smith Barney May 2007 - June 2010
Bear Wagner Specialists March 2004 - May 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Investments, Strategic Financial..., IRAs, Financial Advisory, Estate Planning, Alternative Investments, Fixed Annuities, Electronic Trading, Equities, Equity Trading, FINRA, Finance, Financial Markets, Risk Management, Securities, Trading
Education
Southern Connecticut State University 1993 — 1997
Accounting and Business/Management
Chris Jennings Chris Jennings's Merrill Lynch Experience May 2007 - May 2008
Job Fundraising Expert | Experienced Sales Professional
Industry Fund-Raising
Experience
Winspire April 2009 - Present
Merrill Lynch May 2007 - May 2008
NationPoint a subsidiary of National City Bank May 2005 - May 2007
Skills
Fundraising, Philanthropy, Consulting, Events, Non-profits, Fundraisers, Charities, Event Planning, Event Management, Selling Skills, Auctions, Nonprofits, Marketing, Strategic Planning, Charity, Business Development, New Business Development, Marketing Strategy, Prospect Research, Leadership, Community Development, Strategic Communications, Campaign Strategies, Social Entrepreneurship, Sales, Social Networking
Education
Southern California Institute of Technology 1998 — 2000
Electronic Engineering & Computer Technology
NAA Benefit Auctioneer Summit
Winspire April 2009 - Present
Merrill Lynch May 2007 - May 2008
NationPoint a subsidiary of National City Bank May 2005 - May 2007
Skills
Fundraising, Philanthropy, Consulting, Events, Non-profits, Fundraisers, Charities, Event Planning, Event Management, Selling Skills, Auctions, Nonprofits, Marketing, Strategic Planning, Charity, Business Development, New Business Development, Marketing Strategy, Prospect Research, Leadership, Community Development, Strategic Communications, Campaign Strategies, Social Entrepreneurship, Sales, Social Networking
Education
Southern California Institute of Technology 1998 — 2000
Electronic Engineering & Computer Technology
NAA Benefit Auctioneer Summit
Isela Kiaku Isela Kiaku's Merrill Lynch Experience 2002 - 2004
Job Litigation Paralegal
Industry Law Practice
Experience
North Carolina Department of Justice March 2015 - Present
Hardison&Cochran July 2008 - July 2014
Walker Lambe Rhudy Costley and Gill, PLLC 2006 - 2008
Wachovia Mortgage Corporation 2004 - 2006
Merrill Lynch 2002 - 2004
SpectraSite Communications 2000 - 2002
Skills
Litigation Support, Lexis, Document Review, Legal Documents, Legal Discovery, Document Drafting, Motions, Notary Public, Personal Injury, Litigation, Trials, Civil Litigation, Corporate Law, Pleadings, Trial Exhibits, Mediation, Electronic Filing, Torts
Education
Southern Illinois University, Carbondale 1991 — 1994
B.S., Paralegal Studies
North Carolina Department of Justice March 2015 - Present
Hardison&Cochran July 2008 - July 2014
Walker Lambe Rhudy Costley and Gill, PLLC 2006 - 2008
Wachovia Mortgage Corporation 2004 - 2006
Merrill Lynch 2002 - 2004
SpectraSite Communications 2000 - 2002
Skills
Litigation Support, Lexis, Document Review, Legal Documents, Legal Discovery, Document Drafting, Motions, Notary Public, Personal Injury, Litigation, Trials, Civil Litigation, Corporate Law, Pleadings, Trial Exhibits, Mediation, Electronic Filing, Torts
Education
Southern Illinois University, Carbondale 1991 — 1994
B.S., Paralegal Studies
Fran Fox, FLMI, ACS's Merrill Lynch Experience October 2002 - April 2003
Job Sr Compliance Officer at HSBC
Industry Financial Services
Experience
HSBC March 2014 - Present
HSBC Technology Services March 2013 - March 2014
HSBC Insurance Services February 2012 - March 2013
HSBC (Household International) June 2008 - February 2012
HSBC June 2003 - June 2008
Merrill Lynch October 2002 - April 2003
Optus Software February 2000 - October 2002
Elity Systems, Inc December 1999 - February 2000
County College of Morris September 1999 - November 1999
Beneficial Corporation October 1979 - December 1998
Skills
Training, Vendor Management, Process Improvement, Banking, Program Management, Financial Services, Relationship Management, Risk Management, Change Management, Call Centers, Insurance, Performance Management, Quality Assurance, Business Analysis, Financial Risk, Credit, Project Management, Management Consulting, Portfolio Management, Credit Cards, Compliance, Human Resources, Team Building, Instructional Design, Operations Management, Project Planning, Business Development, Internal Audit, Governance, Technical Writing, WebEx, Technical Training, Telephone Skills, Technical Documentation, Six Sigma, Adult Education, Quality Center, Risk Assessment, Curriculum Development, Assessment Development, Training Experience, Partner Relationship..., Quality Auditing, Test Scripts, MIS, Privacy Compliance, Regulatory Compliance
Education
Southern Illinois University, Carbondale 2004 — 2007
Bachelor of Science, Workforce Education & Development, 4.0
HSBC March 2014 - Present
HSBC Technology Services March 2013 - March 2014
HSBC Insurance Services February 2012 - March 2013
HSBC (Household International) June 2008 - February 2012
HSBC June 2003 - June 2008
Merrill Lynch October 2002 - April 2003
Optus Software February 2000 - October 2002
Elity Systems, Inc December 1999 - February 2000
County College of Morris September 1999 - November 1999
Beneficial Corporation October 1979 - December 1998
Skills
Training, Vendor Management, Process Improvement, Banking, Program Management, Financial Services, Relationship Management, Risk Management, Change Management, Call Centers, Insurance, Performance Management, Quality Assurance, Business Analysis, Financial Risk, Credit, Project Management, Management Consulting, Portfolio Management, Credit Cards, Compliance, Human Resources, Team Building, Instructional Design, Operations Management, Project Planning, Business Development, Internal Audit, Governance, Technical Writing, WebEx, Technical Training, Telephone Skills, Technical Documentation, Six Sigma, Adult Education, Quality Center, Risk Assessment, Curriculum Development, Assessment Development, Training Experience, Partner Relationship..., Quality Auditing, Test Scripts, MIS, Privacy Compliance, Regulatory Compliance
Education
Southern Illinois University, Carbondale 2004 — 2007
Bachelor of Science, Workforce Education & Development, 4.0
Louis Bell Jr Louis Bell Jr's Merrill Lynch Experience June 2006 - January 2009
Job CEO at Bell Financial Solutions LLC / Founder of Wealth Warrior Academy / Author/ Speaker
Industry Financial Services
Experience
UBS Wealth Management January 2009 - January 2013
Merrill Lynch June 2006 - January 2009
Morgan Stanley Smith Barney May 2002 - June 2006
BarBel Entertainment GP Inc. (Rip-it Records) February 1993 - June 2000
Skills
401k Rollovers, Strategic Planning, Series 7, Series 65, Investment Advisory, Retirement Planning, Wealth Management, Financial Services, Retirement, Mutual Funds, Asset Allocation, Customer Service, Leadership Development, Economic Development, Motivational Speaking, Faith-based, Alternative Investments, Finance, Investments, Strategic Financial..., FINRA, Uniform Combined State...
Education
Life Christian University 1998 — 2000
BA, Theology
South Carolina State University 1985 — 1989
BS, Marketing
UBS Wealth Management January 2009 - January 2013
Merrill Lynch June 2006 - January 2009
Morgan Stanley Smith Barney May 2002 - June 2006
BarBel Entertainment GP Inc. (Rip-it Records) February 1993 - June 2000
Skills
401k Rollovers, Strategic Planning, Series 7, Series 65, Investment Advisory, Retirement Planning, Wealth Management, Financial Services, Retirement, Mutual Funds, Asset Allocation, Customer Service, Leadership Development, Economic Development, Motivational Speaking, Faith-based, Alternative Investments, Finance, Investments, Strategic Financial..., FINRA, Uniform Combined State...
Education
Life Christian University 1998 — 2000
BA, Theology
South Carolina State University 1985 — 1989
BS, Marketing
Patrick Bradley's Merrill Lynch Experience 2006 - 2006
Job Investment Banking Associate
Industry Investment Banking
Experience
Houlihan Lokey September 2014 - Present
Founders Investment Banking June 2012 - August 2014
Petra Capital September 2011 - June 2012
Harpeth Capital May 2011 - August 2011
Docupak 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Excel, PowerPoint, Financial Modeling, Financial Analysis, Economics, Valuation, Business Strategy, Marketing Strategy, Strategic Planning, Account Management, Microsoft Excel, Mergers & Acquisitions, Investments, Corporate Finance, Due Diligence, Portfolio Management, Investment Banking, Capital Markets, Market Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance
Southern Methodist University 2001 — 2005
Bachelor, History
Indian Springs School 1997 — 2001
Houlihan Lokey September 2014 - Present
Founders Investment Banking June 2012 - August 2014
Petra Capital September 2011 - June 2012
Harpeth Capital May 2011 - August 2011
Docupak 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Excel, PowerPoint, Financial Modeling, Financial Analysis, Economics, Valuation, Business Strategy, Marketing Strategy, Strategic Planning, Account Management, Microsoft Excel, Mergers & Acquisitions, Investments, Corporate Finance, Due Diligence, Portfolio Management, Investment Banking, Capital Markets, Market Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance
Southern Methodist University 2001 — 2005
Bachelor, History
Indian Springs School 1997 — 2001
Morshed Hassan's Merrill Lynch Experience May 2000 - June 2003
Job Enterprise Solution Architect/Account Lead at Avanade
Industry Information Technology and Services
Experience
Avanade August 2010 - Present
U.S. Department of Commerce June 2009 - July 2010
Muriel Siebert & Co., Inc. September 2008 - June 2009
EMC January 2009 - March 2009
TD Ameritrade May 2004 - August 2006
NYSE Euronext July 2003 - April 2004
Merrill Lynch May 2000 - June 2003
Microsoft April 2000 - January 2003
Exodus Communications December 1999 - May 2000
Sharp Electronics September 1999 - December 1999
Skills
Integration, SharePoint, Cloud Computing, .NET, Enterprise Architecture, Application Architecture, ASP.NET, Strategy, Databases, Enterprise Software, System Administration, Security, Visual Studio, Database Design, Solution Architecture, Architecture, Software Documentation, Microsoft Office..., SharePoint Designer, MS Project, Microsoft Technologies, Leadership, Servers, Architectures
Education
South Dakota State University
Bachelor of Science (B.Sc.), Computer Science, Magna Cum Laude
Winona state University, Winona, MN
Avanade August 2010 - Present
U.S. Department of Commerce June 2009 - July 2010
Muriel Siebert & Co., Inc. September 2008 - June 2009
EMC January 2009 - March 2009
TD Ameritrade May 2004 - August 2006
NYSE Euronext July 2003 - April 2004
Merrill Lynch May 2000 - June 2003
Microsoft April 2000 - January 2003
Exodus Communications December 1999 - May 2000
Sharp Electronics September 1999 - December 1999
Skills
Integration, SharePoint, Cloud Computing, .NET, Enterprise Architecture, Application Architecture, ASP.NET, Strategy, Databases, Enterprise Software, System Administration, Security, Visual Studio, Database Design, Solution Architecture, Architecture, Software Documentation, Microsoft Office..., SharePoint Designer, MS Project, Microsoft Technologies, Leadership, Servers, Architectures
Education
South Dakota State University
Bachelor of Science (B.Sc.), Computer Science, Magna Cum Laude
Winona state University, Winona, MN
Joel Cirkot's Merrill Lynch Experience October 2004 - September 2009
Job Pursuit strategy at Ernst & Young LLP / Alternative investments marketing communications professional
Industry Financial Services
Experience
Ernst & Young LLP October 2010 - Present
Sivik Global Healthcare, LLC (sector hedge fund) March 2010 - September 2010
JPMorgan Private Bank September 2009 - March 2010
Merrill Lynch October 2004 - September 2009
UBS PaineWebber August 2000 - October 2004
Anchin, Block & Anchin LLP 1999 - 2000
Skills
RFP strategy and..., Strategy, Financial Services, Portfolio Management, Hedge Funds, Business Development, Risk Management, Investments, Alternative Investments, Marketing Communications, Marketing Management, Marketing, Mutual Funds, Wealth Management, Fund Of Funds, Investor Relations, Finance, Management
Education
The University of Connecticut 2003 — 2005
Executive MBA, MBA
Southern Connecticut State University 1993 — 1997
BA, Marketing
Ernst & Young LLP October 2010 - Present
Sivik Global Healthcare, LLC (sector hedge fund) March 2010 - September 2010
JPMorgan Private Bank September 2009 - March 2010
Merrill Lynch October 2004 - September 2009
UBS PaineWebber August 2000 - October 2004
Anchin, Block & Anchin LLP 1999 - 2000
Skills
RFP strategy and..., Strategy, Financial Services, Portfolio Management, Hedge Funds, Business Development, Risk Management, Investments, Alternative Investments, Marketing Communications, Marketing Management, Marketing, Mutual Funds, Wealth Management, Fund Of Funds, Investor Relations, Finance, Management
Education
The University of Connecticut 2003 — 2005
Executive MBA, MBA
Southern Connecticut State University 1993 — 1997
BA, Marketing
Matt Frederick, CRPC® Matt Frederick, CRPC®'s Merrill Lynch Experience February 2003 - February 2005
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company May 2014 - Present
MetLife August 2009 - April 2014
UBS February 2005 - August 2009
Merrill Lynch February 2003 - February 2005
Pioneer Investments 2001 - 2003
Prudential Securities 1995 - 2001
AXA Advisors 1990 - 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds, Sales, 401k, Life Insurance, Series 63, Asset Allocation, Variable Annuities, Long-term Care
Education
Southern Methodist University 1985 — 1989
BA, Economics
Pacific Life Insurance Company May 2014 - Present
MetLife August 2009 - April 2014
UBS February 2005 - August 2009
Merrill Lynch February 2003 - February 2005
Pioneer Investments 2001 - 2003
Prudential Securities 1995 - 2001
AXA Advisors 1990 - 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds, Sales, 401k, Life Insurance, Series 63, Asset Allocation, Variable Annuities, Long-term Care
Education
Southern Methodist University 1985 — 1989
BA, Economics
Scott Looney Scott Looney's Merrill Lynch Experience April 2011 - January 2014
Job Vmware Consultant at Valdez International Corporation
Industry Information Technology and Services
Experience
Valdez International Corporation February 2015 - Present
Enterprise Fleet Management December 2014 - February 2015
Merrill Lynch April 2011 - January 2014
Bank of America December 2008 - March 2011
Bank of America September 2007 - December 2008
Bank of America January 2004 - September 2007
Nations Bank 1995 - 1999
Skills
Microsoft Office, Windows, Microsoft Word, Teaching, Public Speaking, Photoshop, Outlook, PowerPoint, Microsoft Excel, Customer Service, English, Research, Servers, Virtualization, Business Analysis
Education
Southern Illinois University, Edwardsville 1988 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
edwardsville high school 1981 — 1985
Valdez International Corporation February 2015 - Present
Enterprise Fleet Management December 2014 - February 2015
Merrill Lynch April 2011 - January 2014
Bank of America December 2008 - March 2011
Bank of America September 2007 - December 2008
Bank of America January 2004 - September 2007
Nations Bank 1995 - 1999
Skills
Microsoft Office, Windows, Microsoft Word, Teaching, Public Speaking, Photoshop, Outlook, PowerPoint, Microsoft Excel, Customer Service, English, Research, Servers, Virtualization, Business Analysis
Education
Southern Illinois University, Edwardsville 1988 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
edwardsville high school 1981 — 1985
Mark McDowell Mark McDowell's Merrill Lynch Experience June 2009 - July 2010
Job Investment Analyst at Peregrine Investments
Industry Investment Management
Experience
Peregrine Investments April 2012 - Present
Goldman Sachs July 2010 - April 2012
Merrill Lynch June 2009 - July 2010
Bear Stearns May 2007 - August 2007
Skills
Investments, Investment Banking, Hedge Funds, Private Equity, Portfolio Management, Financial Modeling, Valuation, Bloomberg, Mergers & Acquisitions, Alternative Investments
Education
The University of Texas at Austin 2008 — 2009
Master's degree, Accounting
Southern Methodist University 2004 — 2008
BBA, BS, BA, Accounting, Economics
Peregrine Investments April 2012 - Present
Goldman Sachs July 2010 - April 2012
Merrill Lynch June 2009 - July 2010
Bear Stearns May 2007 - August 2007
Skills
Investments, Investment Banking, Hedge Funds, Private Equity, Portfolio Management, Financial Modeling, Valuation, Bloomberg, Mergers & Acquisitions, Alternative Investments
Education
The University of Texas at Austin 2008 — 2009
Master's degree, Accounting
Southern Methodist University 2004 — 2008
BBA, BS, BA, Accounting, Economics
Gary Pudimat Gary Pudimat's Merrill Lynch Experience 1992 - 2000
Job Manager, Treasury & Compensation at Jacksonville Port Authority
Industry Import and Export
Experience
Jacksonville Port Authority March 2008 - Present
Jacksonville Port Authority September 2000 - March 2008
Merrill Lynch 1992 - 2000
Skills
Strategic Planning, Negotiation, Marketing, Budgets, Management, Investments, Customer Service, Training, Team Building, Accounting, Human Resources, Microsoft Excel, Time Management, Leadership, Sales, Logistics, Contract Negotiation, Forecasting, Policy, New Business Development, Analysis, Government, Operations Management, Contract Management, Marketing Strategy, Financial Analysis, Transportation, Microsoft Office, Account Management, Supply Chain Management, Coaching, Public Speaking, Project Management, International Trade, Recruiting, Public Relations, Real Estate, Fundraising, Event Management, Nonprofits, Employee Relations, Event Planning, Small Business, Payroll, Sales Management, Advertising, Financial Reporting, Employee Training, Freight, General Ledger
Education
Southern Connecticut State University 1987 — 1991
BS, Business Economics
Jacksonville Port Authority March 2008 - Present
Jacksonville Port Authority September 2000 - March 2008
Merrill Lynch 1992 - 2000
Skills
Strategic Planning, Negotiation, Marketing, Budgets, Management, Investments, Customer Service, Training, Team Building, Accounting, Human Resources, Microsoft Excel, Time Management, Leadership, Sales, Logistics, Contract Negotiation, Forecasting, Policy, New Business Development, Analysis, Government, Operations Management, Contract Management, Marketing Strategy, Financial Analysis, Transportation, Microsoft Office, Account Management, Supply Chain Management, Coaching, Public Speaking, Project Management, International Trade, Recruiting, Public Relations, Real Estate, Fundraising, Event Management, Nonprofits, Employee Relations, Event Planning, Small Business, Payroll, Sales Management, Advertising, Financial Reporting, Employee Training, Freight, General Ledger
Education
Southern Connecticut State University 1987 — 1991
BS, Business Economics
Andy Prude, CFP®, ChFC's Merrill Lynch Experience February 1997 - April 2009
Job Managing Partner at Pontchartrain Investment Management
Industry Investment Management
Experience
Pontchartrain Investment Management April 2009 - Present
LPL April 2009 - Present
Merrill Lynch February 1997 - April 2009
Legg Mason January 1994 - February 1997
Education
Southeastern Louisiana University 1991 — 1993
MBA
Southeastern Louisiana University 1987 — 1991
B.A., Marketing
Pontchartrain Investment Management April 2009 - Present
LPL April 2009 - Present
Merrill Lynch February 1997 - April 2009
Legg Mason January 1994 - February 1997
Education
Southeastern Louisiana University 1991 — 1993
MBA
Southeastern Louisiana University 1987 — 1991
B.A., Marketing
Alisha Hill Alisha Hill's Merrill Lynch Experience October 2011 - May 2012
Job PNC Retail Recruiter. I'm Hiring!
Industry Banking
Experience
PNC April 2014 - Present
Scottrade April 2013 - April 2014
United Seating & Mobility October 2012 - April 2013
The Mergis Group May 2012 - October 2012
Merrill Lynch October 2011 - May 2012
Edward Jones May 2007 - October 2011
SSP Search Solutions March 2007 - May 2007
RSW Group Ltd June 2006 - March 2007
Touchette Regional Hospital October 2005 - June 2006
BJC HealthCare 2005 - 2005
Skills
Behavioral Interviewing, Competency Based..., Recruiting, Personnel Selection, Staffing Services, Screening, Team Leadership, Human Resources, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Workforce Planning, Employee Benefits, Internet Recruiting, Sales, HR Policies, Temporary Staffing, Technical Recruiting, Career Development, Sourcing, Deferred Compensation, Screening Resumes, Employer Branding, Management, Employee Training, Job Fairs, Interviews, Organizational..., Recruitment Advertising, Employee Relations, New Hire Orientations, Onboarding, Career Counseling, Benefits Negotiation, Cold Calling, Training, Contract Recruitment, Reference Checking, Time Management, Temporary Placement, Resume Writing, Employee Engagement, Personnel Management, Benefits Administration, Hiring, Executive Search, Performance Management, PeopleSoft, HRIS
Education
Webster University 2004 — 2006
Master, Human Resources
Southern Illinois University, Edwardsville 1998 — 2004
Bachelors of Science, Sociology
Riverview Gardens High School
PNC April 2014 - Present
Scottrade April 2013 - April 2014
United Seating & Mobility October 2012 - April 2013
The Mergis Group May 2012 - October 2012
Merrill Lynch October 2011 - May 2012
Edward Jones May 2007 - October 2011
SSP Search Solutions March 2007 - May 2007
RSW Group Ltd June 2006 - March 2007
Touchette Regional Hospital October 2005 - June 2006
BJC HealthCare 2005 - 2005
Skills
Behavioral Interviewing, Competency Based..., Recruiting, Personnel Selection, Staffing Services, Screening, Team Leadership, Human Resources, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Workforce Planning, Employee Benefits, Internet Recruiting, Sales, HR Policies, Temporary Staffing, Technical Recruiting, Career Development, Sourcing, Deferred Compensation, Screening Resumes, Employer Branding, Management, Employee Training, Job Fairs, Interviews, Organizational..., Recruitment Advertising, Employee Relations, New Hire Orientations, Onboarding, Career Counseling, Benefits Negotiation, Cold Calling, Training, Contract Recruitment, Reference Checking, Time Management, Temporary Placement, Resume Writing, Employee Engagement, Personnel Management, Benefits Administration, Hiring, Executive Search, Performance Management, PeopleSoft, HRIS
Education
Webster University 2004 — 2006
Master, Human Resources
Southern Illinois University, Edwardsville 1998 — 2004
Bachelors of Science, Sociology
Riverview Gardens High School
mary ann conner mary ann conner's Merrill Lynch Experience September 1986 - February 1991
Job Machinery Professional
Industry Machinery
Experience
VSE International 2005 - 2010
Merrill Lynch September 1986 - February 1991
Skills
PowerPoint, Lotus Notes, Access, Process Scheduler, Budgets, Purchasing, Customer Service, Expense Reports
Education
Southern Illinois University, Carbondale 1975 — 1976
Interior Design
Niles West H.S. 1972 — 1975
Interior Design
VSE International 2005 - 2010
Merrill Lynch September 1986 - February 1991
Skills
PowerPoint, Lotus Notes, Access, Process Scheduler, Budgets, Purchasing, Customer Service, Expense Reports
Education
Southern Illinois University, Carbondale 1975 — 1976
Interior Design
Niles West H.S. 1972 — 1975
Interior Design
Amy Yip's Merrill Lynch Experience September 1996 - December 2005
Job Owner and Acupuncture Practitioner of Golden Point Acupuncture LLC
Industry Health, Wellness and Fitness
Experience
Golden Point Acupuncture LLC May 2013 - Present
Merrill Lynch September 1996 - December 2005
Jardine Fleming April 1994 - July 1996
AT&T July 1990 - February 1994
HSBC October 1987 - January 1990
Skills
Acupuncture, Auricular Acupuncture, Cupping, Gua Sha, Nutritional Counseling, Qigong, Meditation, Stress, Stress Management, Holistic Health, Alternative Medicine, Chronic Pain, Pain Management
Education
The Eastern School of Acupuncture and Traditional Medicine 2010 — 2013
Deploma of Acupuncture, Acupuncture and Oriental Medicine
Southeastern University 1993 — 1995
Master of Business Administration (M.B.A.), Finance
St Clould State University 1984 — 1987
Bachelor of Science (B.S.), Business Computer Information Systems
AWB Training
Golden Point Acupuncture LLC May 2013 - Present
Merrill Lynch September 1996 - December 2005
Jardine Fleming April 1994 - July 1996
AT&T July 1990 - February 1994
HSBC October 1987 - January 1990
Skills
Acupuncture, Auricular Acupuncture, Cupping, Gua Sha, Nutritional Counseling, Qigong, Meditation, Stress, Stress Management, Holistic Health, Alternative Medicine, Chronic Pain, Pain Management
Education
The Eastern School of Acupuncture and Traditional Medicine 2010 — 2013
Deploma of Acupuncture, Acupuncture and Oriental Medicine
Southeastern University 1993 — 1995
Master of Business Administration (M.B.A.), Finance
St Clould State University 1984 — 1987
Bachelor of Science (B.S.), Business Computer Information Systems
AWB Training
Tracie Weaver's Merrill Lynch Experience May 2004 - November 2009
Job Branch Administration Manager
Industry Investment Management
Experience
Live Oak Financial Group, LLC December 2009 - Present
Merrill Lynch May 2004 - November 2009
Smith Barney March 1994 - April 2004
AGC January 1992 - February 1994
Skills
Helping Clients Succeed, Microsoft Excel, Microsoft Word, Electronic Filing, Direct Marketing, System Administration, Mail Sorting, Organizing Meetings, Preparing Business Cases, Investment Strategies, Switchboard, Diary Management, Strategic Planning, Team Building, Customer Service, Microsoft Office, Sales Management, Public Speaking, Sales, Event Planning, Insurance
Education
Southeastern Louisiana University 1992 — 1993
Southeastern Louisiana University 1992 — 1993
Live Oak Financial Group, LLC December 2009 - Present
Merrill Lynch May 2004 - November 2009
Smith Barney March 1994 - April 2004
AGC January 1992 - February 1994
Skills
Helping Clients Succeed, Microsoft Excel, Microsoft Word, Electronic Filing, Direct Marketing, System Administration, Mail Sorting, Organizing Meetings, Preparing Business Cases, Investment Strategies, Switchboard, Diary Management, Strategic Planning, Team Building, Customer Service, Microsoft Office, Sales Management, Public Speaking, Sales, Event Planning, Insurance
Education
Southeastern Louisiana University 1992 — 1993
Southeastern Louisiana University 1992 — 1993
David Codron's Merrill Lynch Experience January 2012 - August 2013
Job Business Analyst at Meltwater
Industry Information Technology and Services
Experience
Meltwater November 2014 - Present
Meltwater June 2014 - October 2014
Merrill Lynch January 2012 - August 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Event Planning, Public Speaking, Research, Outlook, Market Research, Customer Service, Data Analysis, Photoshop, People Skills, Windows, Fundraising, Adobe Creative Suite, Nonprofits, Bloomberg, Salesforce.com, Morningstar, Economics, Financial Analysis, Finance, Facebook, Social Networking
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (BS), Markets and Culture
Bellaire High School
The Emery/Weiner School
Meltwater November 2014 - Present
Meltwater June 2014 - October 2014
Merrill Lynch January 2012 - August 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Event Planning, Public Speaking, Research, Outlook, Market Research, Customer Service, Data Analysis, Photoshop, People Skills, Windows, Fundraising, Adobe Creative Suite, Nonprofits, Bloomberg, Salesforce.com, Morningstar, Economics, Financial Analysis, Finance, Facebook, Social Networking
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (BS), Markets and Culture
Bellaire High School
The Emery/Weiner School
Nathan Bragg - RE/MAX Commercial's Merrill Lynch Experience 1989 - 1997
Job Industrial & Investment Real Estate (Sales & Leasing) | Director Commercial Division
Industry Commercial Real Estate
Experience
RE/MAX COMMERCIAL - RE/MAX TIME REALTY August 2007 - Present
Bragg Real Estate Group 2004 - 2007
Coldwell Banker Commercial 2002 - 2004
Bank of America November 1999 - July 2002
GE CAPITAL 1998 - 1999
Wells Fargo Bank January 1997 - December 1998
Merrill Lynch 1989 - 1997
United States Marine Corps 1976 - 1989
Skills
Real Estate, Commercial Real Estate, Investment Properties, Sellers, Short Sales, Investments, Negotiation, REO, Real Estate Transactions, Brokerage, Contract Negotiation, Real Estate Economics, Property, Sales, Investors, Finance, Real Property, Loans, Sales Management, Leadership, Credit, Real Estate Development, Team Building, Property Management, Real Estate Financing, Marketing, 1031 Exchanges, Foreclosures, Leases, Marketing Strategy, Financial Analysis, Strategic Planning, Budgets, Income Properties, Disposition, Referrals, Operations Management, Real Estate Portfolio..., Location Intelligence, Applied Economics, Dispositions
Education
Southern Illinois University, Carbondale
RE/MAX COMMERCIAL - RE/MAX TIME REALTY August 2007 - Present
Bragg Real Estate Group 2004 - 2007
Coldwell Banker Commercial 2002 - 2004
Bank of America November 1999 - July 2002
GE CAPITAL 1998 - 1999
Wells Fargo Bank January 1997 - December 1998
Merrill Lynch 1989 - 1997
United States Marine Corps 1976 - 1989
Skills
Real Estate, Commercial Real Estate, Investment Properties, Sellers, Short Sales, Investments, Negotiation, REO, Real Estate Transactions, Brokerage, Contract Negotiation, Real Estate Economics, Property, Sales, Investors, Finance, Real Property, Loans, Sales Management, Leadership, Credit, Real Estate Development, Team Building, Property Management, Real Estate Financing, Marketing, 1031 Exchanges, Foreclosures, Leases, Marketing Strategy, Financial Analysis, Strategic Planning, Budgets, Income Properties, Disposition, Referrals, Operations Management, Real Estate Portfolio..., Location Intelligence, Applied Economics, Dispositions
Education
Southern Illinois University, Carbondale
Erika Orriss Erika Orriss's Merrill Lynch Experience January 1996 - January 1997
Job Lead Business Intelligence Developer at eBay Enterprises
Industry Computer Software
Experience
ebay Enterprises August 2012 - Present
Darden Restaurants March 1999 - July 2011
Cap Gemini America January 1997 - January 1999
Merrill Lynch January 1996 - January 1997
AT&T January 1989 - January 1996
Relational Only, Inc January 1987 - January 1989
Skills
Business Intelligence, Data Warehousing, Databases, ETL, SQL, Microsoft SQL Server, Database Design, Microstrategy, Dashboard, Testing, DB2, Project Management, Business Intelligence..., MS Project, Troubleshooting, Performance Tuning, Leadership, Architectures, Security, Data Modeling
Education
Troy State University 2005 — 2010
Master's degree, Counseling Psychology
Southern Illinois University, Carbondale 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
ebay Enterprises August 2012 - Present
Darden Restaurants March 1999 - July 2011
Cap Gemini America January 1997 - January 1999
Merrill Lynch January 1996 - January 1997
AT&T January 1989 - January 1996
Relational Only, Inc January 1987 - January 1989
Skills
Business Intelligence, Data Warehousing, Databases, ETL, SQL, Microsoft SQL Server, Database Design, Microstrategy, Dashboard, Testing, DB2, Project Management, Business Intelligence..., MS Project, Troubleshooting, Performance Tuning, Leadership, Architectures, Security, Data Modeling
Education
Troy State University 2005 — 2010
Master's degree, Counseling Psychology
Southern Illinois University, Carbondale 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
Glenn Shapiro's Merrill Lynch Experience January 1995 - January 2002
Job National Business Development Manager
Industry Construction
Experience
Bonsal American March 2013 - Present
Cargill Investor Services April 2002 - March 2007
Merrill Lynch January 1995 - January 2002
Skills
Six Sigma, Building Materials, Contract Management, Contract Negotiation, Business Development, New Business Development, Operations Management, Sales Management, Purchasing, Budgets
Education
Southern Connecticut State University
Bonsal American March 2013 - Present
Cargill Investor Services April 2002 - March 2007
Merrill Lynch January 1995 - January 2002
Skills
Six Sigma, Building Materials, Contract Management, Contract Negotiation, Business Development, New Business Development, Operations Management, Sales Management, Purchasing, Budgets
Education
Southern Connecticut State University
Patrick L. Parker Patrick L. Parker's Merrill Lynch Experience September 2006 - June 2008
Job Head of Government RelationsLegal, Americas at UBS
Industry Financial Services
Experience
UBS July 2011 - Present
UBS Investment Bank July 2008 - July 2011
Merrill Lynch September 2006 - June 2008
Clifford Chance US LLP October 2001 - April 2006
U.S. District Court for the Eastern District of New York September 2000 - September 2001
Connecticut Appellate Court June 1999 - July 2000
Education
Northeastern University School of Law
Juris Doctor (JD)
Southern Connecticut State University
Bachelor of Science (BS), Journalism
UBS July 2011 - Present
UBS Investment Bank July 2008 - July 2011
Merrill Lynch September 2006 - June 2008
Clifford Chance US LLP October 2001 - April 2006
U.S. District Court for the Eastern District of New York September 2000 - September 2001
Connecticut Appellate Court June 1999 - July 2000
Education
Northeastern University School of Law
Juris Doctor (JD)
Southern Connecticut State University
Bachelor of Science (BS), Journalism
Brooke Knight's Merrill Lynch Experience January 2000 - April 2002
Job Managing Director/Owner, Proforma IT
Industry Marketing and Advertising
Experience
Proforma IT May 2013 - Present
US Navy March 2009 - June 2013
Knight Consultants, LLC April 2005 - February 2013
HackaNUI 2013 - 2013
Robert Half International May 2002 - August 2004
Merrill Lynch January 2000 - April 2002
Ocwen September 1997 - December 1999
Skills
Coaching, Start-ups, Business Planning, Business Strategy, Mergers, Team Leadership, Entrepreneurship, Analysis, Budgets, Contract Negotiation, Strategy, Change Management, Accounting, Leadership, Recruiting, New Business Development, Management, Program Management, Negotiation, Business Development, Management Consulting, Process Improvement, Marketing Strategy, Forecasting, Team Building, Business Analysis, Strategic Planning, Risk Management, Financial Risk, Operations Management, Sales, Training, Project Management, Consulting, Mergers & Acquisitions, Leadership Development, Project Planning, DoD, CRM, Security Clearance, Human Resources, Cross-functional Team..., Product Development, Executive Management, Finance, Organizational..., Vendor Management, Temporary Placement, Business Process..., Public Relations
Education
University of Maryland University College 2011 — 2012
Bachelor of Arts (B.A.), History / Economics
South University 1995 — 1999
Finance, Finance, Economics, Business, Accounting
Dreyfoos School of the Arts 1991 — 1995
Diploma, Dance / Ballet Major
Proforma IT May 2013 - Present
US Navy March 2009 - June 2013
Knight Consultants, LLC April 2005 - February 2013
HackaNUI 2013 - 2013
Robert Half International May 2002 - August 2004
Merrill Lynch January 2000 - April 2002
Ocwen September 1997 - December 1999
Skills
Coaching, Start-ups, Business Planning, Business Strategy, Mergers, Team Leadership, Entrepreneurship, Analysis, Budgets, Contract Negotiation, Strategy, Change Management, Accounting, Leadership, Recruiting, New Business Development, Management, Program Management, Negotiation, Business Development, Management Consulting, Process Improvement, Marketing Strategy, Forecasting, Team Building, Business Analysis, Strategic Planning, Risk Management, Financial Risk, Operations Management, Sales, Training, Project Management, Consulting, Mergers & Acquisitions, Leadership Development, Project Planning, DoD, CRM, Security Clearance, Human Resources, Cross-functional Team..., Product Development, Executive Management, Finance, Organizational..., Vendor Management, Temporary Placement, Business Process..., Public Relations
Education
University of Maryland University College 2011 — 2012
Bachelor of Arts (B.A.), History / Economics
South University 1995 — 1999
Finance, Finance, Economics, Business, Accounting
Dreyfoos School of the Arts 1991 — 1995
Diploma, Dance / Ballet Major
Ali Sadri's Merrill Lynch Experience June 2013 - August 2013
Job Real Estate Corporate Banking at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
George W. Bush Institute September 2013 - December 2013
Merrill Lynch June 2013 - August 2013
Skills
Data Analysis, Valuation, Financial Modeling, Financial Analysis, Economics, Investments, Corporate Finance, Microsoft Excel
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bank of America July 2014 - Present
George W. Bush Institute September 2013 - December 2013
Merrill Lynch June 2013 - August 2013
Skills
Data Analysis, Valuation, Financial Modeling, Financial Analysis, Economics, Investments, Corporate Finance, Microsoft Excel
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Lance Hausman Lance Hausman's Merrill Lynch Experience January 1979 - 1984
Job Dunbar Special Services at Dunbar Armored
Industry Transportation/Trucking/Railroad
Experience
Dunbar Armored May 2011 - Present
Raymond James Financial Inc. June 1996 - August 2006
Morgan Stanley 1984 - 1996
Merrill Lynch January 1979 - 1984
Harter Corp 1976 - 1979
Daystrom Furniture 1970 - 1978
Skills
Customer Service, Customer Satisfaction, Operations Management, Microsoft Office, Process Improvement, Microsoft Excel, Expert...
Education
Southern Illinois University, Carbondale
Dunbar Armored May 2011 - Present
Raymond James Financial Inc. June 1996 - August 2006
Morgan Stanley 1984 - 1996
Merrill Lynch January 1979 - 1984
Harter Corp 1976 - 1979
Daystrom Furniture 1970 - 1978
Skills
Customer Service, Customer Satisfaction, Operations Management, Microsoft Office, Process Improvement, Microsoft Excel, Expert...
Education
Southern Illinois University, Carbondale
Josh Wolberg, MBA, CFP®'s Merrill Lynch Experience June 2007 - February 2010
Job Helps people understand and navigate the complex world of personal finance.
Industry Financial Services
Experience
Channel Financial August 2011 - Present
Minnesota State University, Mankato September 2010 - Present
Strategic Financial, Inc. February 2010 - August 2011
Merrill Lynch June 2007 - February 2010
Best Buy September 2005 - June 2007
Dorsey & Whitney LLP March 2004 - July 2005
Cannon Technologies, Inc. June 1999 - March 2004
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance, Strategy
South Dakota State University 1995 — 1999
BS, Major: Computer Science; Minors: Economics, Math
Channel Financial August 2011 - Present
Minnesota State University, Mankato September 2010 - Present
Strategic Financial, Inc. February 2010 - August 2011
Merrill Lynch June 2007 - February 2010
Best Buy September 2005 - June 2007
Dorsey & Whitney LLP March 2004 - July 2005
Cannon Technologies, Inc. June 1999 - March 2004
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance, Strategy
South Dakota State University 1995 — 1999
BS, Major: Computer Science; Minors: Economics, Math
Joshua Monson Joshua Monson's Merrill Lynch Experience August 2014 - Present
Job VP, Client Relationship Manager
Industry Investment Banking
Experience
Merrill Lynch August 2014 - Present
Bank of America May 2011 - Present
Bank of America July 2006 - May 2011
Skills
Banking, Loans, Consumer Lending, Loan Origination, Mortgage Lending, Small Business Lending, Sales, Retail Banking, Mortgage Banking, Cross Selling, Credit Cards, Relationship Management, Risk Management, Branch Management, Deposits, Coaching, Branch Banking, Team Building, Customer Service, Operational Risk, Financial Services, Operational Risk..., Core Banking, Home Equity Loans, Home Equity Lines of..., Internet Banking, Refinance, Lines Of Credit, Credit
Education
Southern Illinois University, Edwardsville
Merrill Lynch August 2014 - Present
Bank of America May 2011 - Present
Bank of America July 2006 - May 2011
Skills
Banking, Loans, Consumer Lending, Loan Origination, Mortgage Lending, Small Business Lending, Sales, Retail Banking, Mortgage Banking, Cross Selling, Credit Cards, Relationship Management, Risk Management, Branch Management, Deposits, Coaching, Branch Banking, Team Building, Customer Service, Operational Risk, Financial Services, Operational Risk..., Core Banking, Home Equity Loans, Home Equity Lines of..., Internet Banking, Refinance, Lines Of Credit, Credit
Education
Southern Illinois University, Edwardsville
Kevin Rush, CSA Kevin Rush, CSA's Merrill Lynch Experience 1983 - 1985
Job Unit Coordinator/Certified Surgical Assistant at Texas Tech University Health Sciences Center
Industry Higher Education
Experience
Texas Tech University Health Sciences Center Department of Surgery April 2009 - Present
UMC Health System June 2005 - April 2009
Jackson Walker LLP 2003 - 2004
Eagle Mountain Country Club, Fort Worth, Texas April 1999 - December 2000
Wallach & Andrews 1995 - 1996
Randall County Criminal District Attorney February 1990 - May 1994
Merrill Lynch 1983 - 1985
LakeRidge Country Club: Lubbock, Texas June 1980 - August 1981
Skills
Healthcare, Criminal Investigations, Paralegals, Surgical Assisting, Vascular Surgery, Surgeons, Medicine, Surgery, Hospitals, Healthcare Management, Medical Devices, Operating Room, Neurosurgery, Nursing, HIPAA, Clinical Research, Patient Safety, Critical Care, EMR, ACLS, BLS, Medical Terminology, Cpr Certified, Healthcare Information..., Medical Education, Emergency Medicine, CPR Certified
Education
South Plains College 2005 — 2006
Certificate of Proficiency, Surgical Assisting
West Texas A&M University 1987 — 1988
Certificate, Legal Assistant Training Program
West Texas A&M University 1981 — 1983
Bachelor's Degree, General Studies
Texas Tech University 1973 — 1979
Majored Biology, Health Education
Coronado High School 1971 — 1973
Texas Tech University Health Sciences Center Department of Surgery April 2009 - Present
UMC Health System June 2005 - April 2009
Jackson Walker LLP 2003 - 2004
Eagle Mountain Country Club, Fort Worth, Texas April 1999 - December 2000
Wallach & Andrews 1995 - 1996
Randall County Criminal District Attorney February 1990 - May 1994
Merrill Lynch 1983 - 1985
LakeRidge Country Club: Lubbock, Texas June 1980 - August 1981
Skills
Healthcare, Criminal Investigations, Paralegals, Surgical Assisting, Vascular Surgery, Surgeons, Medicine, Surgery, Hospitals, Healthcare Management, Medical Devices, Operating Room, Neurosurgery, Nursing, HIPAA, Clinical Research, Patient Safety, Critical Care, EMR, ACLS, BLS, Medical Terminology, Cpr Certified, Healthcare Information..., Medical Education, Emergency Medicine, CPR Certified
Education
South Plains College 2005 — 2006
Certificate of Proficiency, Surgical Assisting
West Texas A&M University 1987 — 1988
Certificate, Legal Assistant Training Program
West Texas A&M University 1981 — 1983
Bachelor's Degree, General Studies
Texas Tech University 1973 — 1979
Majored Biology, Health Education
Coronado High School 1971 — 1973
Eric Patel's Merrill Lynch Experience May 2010 - August 2010
Job Law Student
Industry Law Practice
Experience
Bank of America January 2011 - June 2011
Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis
Education
South Texas College of Law 2012 — 2015
Doctor of Law (J.D.)
University of Houston 2006 — 2010
Bachelors, Finance
Bank of America January 2011 - June 2011
Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis
Education
South Texas College of Law 2012 — 2015
Doctor of Law (J.D.)
University of Houston 2006 — 2010
Bachelors, Finance
Alan Sebastian Alan Sebastian's Merrill Lynch Experience 1990 - 1995
Job Director, Global Information Security at CBRE
Industry Information Technology and Services
Experience
CBRE June 2013 - Present
CBRE January 2011 - June 2013
CB Richard Ellis March 2008 - January 2011
HeidelbergCement March 2007 - March 2008
Hanson November 1995 - March 2007
Merrill Lynch 1990 - 1995
Skills
Disaster Recovery, Data Center, Active Directory, Microsoft Exchange, Servers, Windows Server, SharePoint, Citrix, Infrastructure, Enterprise Software, IIS, Virtualization, IT Management, Hardware, Business Process..., Enterprise Architecture, ITIL, Contract Negotiation, Leadership, HP, DNS, IT Operations, IT Service Management, Integration, Mergers, Acquisition Integration, Vendor Management, System Deployment, IT Strategy, Cloud Computing, System Administration, Operating Systems, Blackberry Enterprise..., Microsoft Technologies, Server Architecture, Business Continuity, Litigation Support, Cost Accounting, Cost Containment, Group Policy, Microsoft SQL Server, Technical Support, Microsoft Certified..., High Availability, Technical Architecture, Solution Architecture, Incident Management, Information Security, Information Security..., CISSP
Education
University of Phoenix 2006 — 2007
Master's Degree, Information Systems
University of Phoenix 2003 — 2006
Bachelor's Degree, Information Technology
Southern Methodist University 1997 — 1998
MCSE, Networking Technologies Program
ITT Technical Institute 1994 — 1995
Associate's Degree
Bryan Adams High School 1988 — 1992
CBRE June 2013 - Present
CBRE January 2011 - June 2013
CB Richard Ellis March 2008 - January 2011
HeidelbergCement March 2007 - March 2008
Hanson November 1995 - March 2007
Merrill Lynch 1990 - 1995
Skills
Disaster Recovery, Data Center, Active Directory, Microsoft Exchange, Servers, Windows Server, SharePoint, Citrix, Infrastructure, Enterprise Software, IIS, Virtualization, IT Management, Hardware, Business Process..., Enterprise Architecture, ITIL, Contract Negotiation, Leadership, HP, DNS, IT Operations, IT Service Management, Integration, Mergers, Acquisition Integration, Vendor Management, System Deployment, IT Strategy, Cloud Computing, System Administration, Operating Systems, Blackberry Enterprise..., Microsoft Technologies, Server Architecture, Business Continuity, Litigation Support, Cost Accounting, Cost Containment, Group Policy, Microsoft SQL Server, Technical Support, Microsoft Certified..., High Availability, Technical Architecture, Solution Architecture, Incident Management, Information Security, Information Security..., CISSP
Education
University of Phoenix 2006 — 2007
Master's Degree, Information Systems
University of Phoenix 2003 — 2006
Bachelor's Degree, Information Technology
Southern Methodist University 1997 — 1998
MCSE, Networking Technologies Program
ITT Technical Institute 1994 — 1995
Associate's Degree
Bryan Adams High School 1988 — 1992
Orville Bernard Orville Bernard's Merrill Lynch Experience December 2008 - May 2009
Job Staff Accountant at AmTrust Financial Services, Inc. (AFSI)
Industry Insurance
Experience
Thomaston Savings Bank January 2014 - Present
AmTrust Financial Services, Inc. (AFSI) May 2012 - January 2014
ST. VINCENT'S HEALTH SERVICES January 2009 - May 2012
Merrill Lynch December 2008 - May 2009
Skills
Excel, PowerPoint, Microsoft Office, Access, Word, AS400, Salesforce.com, Morningstar
Education
The University of Connecticut School of Business
Master of Business Administration (MBA)
Southern Connecticut State University
Bachelor of Science (B.S.), Finance
Thomaston Savings Bank January 2014 - Present
AmTrust Financial Services, Inc. (AFSI) May 2012 - January 2014
ST. VINCENT'S HEALTH SERVICES January 2009 - May 2012
Merrill Lynch December 2008 - May 2009
Skills
Excel, PowerPoint, Microsoft Office, Access, Word, AS400, Salesforce.com, Morningstar
Education
The University of Connecticut School of Business
Master of Business Administration (MBA)
Southern Connecticut State University
Bachelor of Science (B.S.), Finance
Andrew Briesacher Andrew Briesacher's Merrill Lynch Experience January 2008 - August 2010
Job Guidance Consultant at Scottrade Financial
Industry Financial Services
Experience
Scottrade August 2014 - Present
Scottrade September 2011 - August 2014
Morgan Keegan August 2010 - February 2012
Merrill Lynch January 2008 - August 2010
Regions Bank August 2005 - January 2008
Skills
Banking, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2007
Business Administration, Business, Psychology
Gibault
Scottrade August 2014 - Present
Scottrade September 2011 - August 2014
Morgan Keegan August 2010 - February 2012
Merrill Lynch January 2008 - August 2010
Regions Bank August 2005 - January 2008
Skills
Banking, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2007
Business Administration, Business, Psychology
Gibault
Lori Drenkhahn Lori Drenkhahn's Merrill Lynch Experience June 2012 - June 2014
Job Certent, Inc.
Industry Financial Services
Experience
Certent, Inc. July 2014 - Present
Merrill Lynch June 2012 - June 2014
OptionEase, Inc. June 2011 - June 2012
Solium Transcentive LLC November 2010 - June 2011
Computershare (Transcentive) October 2008 - November 2010
Transcentive, Inc. (Acquired by Computershare in 2003) October 1999 - October 2008
Subway 1997 - 1999
Skills
Relationship Management, Process Improvement, Business Strategy, Leadership, Team Leadership, Project Management, Finance, Strategy, Team Building, Contract Negotiation, Analytics, Sales, Requirements Analysis, Quality Assurance, Integration, Problem Solving, SDLC, Mergers & Acquisitions
Education
Southern Connecticut State University 1994 — 1999
Certent, Inc. July 2014 - Present
Merrill Lynch June 2012 - June 2014
OptionEase, Inc. June 2011 - June 2012
Solium Transcentive LLC November 2010 - June 2011
Computershare (Transcentive) October 2008 - November 2010
Transcentive, Inc. (Acquired by Computershare in 2003) October 1999 - October 2008
Subway 1997 - 1999
Skills
Relationship Management, Process Improvement, Business Strategy, Leadership, Team Leadership, Project Management, Finance, Strategy, Team Building, Contract Negotiation, Analytics, Sales, Requirements Analysis, Quality Assurance, Integration, Problem Solving, SDLC, Mergers & Acquisitions
Education
Southern Connecticut State University 1994 — 1999
Michael Loader Michael Loader's Merrill Lynch Experience 1997 - 2000
Job President/Owner at LSApros, LLC
Industry Hospital & Health Care
Experience
LSApros, LLC July 2007 - Present
Orange Park Medical Center August 2002 - July 2007
Merrill Lynch 1997 - 2000
Skills
Training, Instructional Design, E-Learning, Learning Management..., Healthcare, Curriculum Design, Curriculum Development, Teaching, Hospitals, Leadership Development, Staff Development, Adult Education, Healthcare Consulting, Instructor-led Training, Patient Safety, Program Development, Leadership, Learning Management, Public Speaking, Team Building, Program Management, Strategy
Education
Southern Illinois University, Carbondale 1993 — 1995
BSWED, Workforce Education Training & Development
LSApros, LLC July 2007 - Present
Orange Park Medical Center August 2002 - July 2007
Merrill Lynch 1997 - 2000
Skills
Training, Instructional Design, E-Learning, Learning Management..., Healthcare, Curriculum Design, Curriculum Development, Teaching, Hospitals, Leadership Development, Staff Development, Adult Education, Healthcare Consulting, Instructor-led Training, Patient Safety, Program Development, Leadership, Learning Management, Public Speaking, Team Building, Program Management, Strategy
Education
Southern Illinois University, Carbondale 1993 — 1995
BSWED, Workforce Education Training & Development
Andrew Bryan Andrew Bryan's Merrill Lynch Experience January 1999 - June 2003
Job Private Equity Executive
Industry Financial Services
Experience
St. Louis, MO January 2012 - Present
Enterprise Trust Company October 2009 - October 2011
Regions Bank October 2007 - October 2009
Bank of America July 2003 - August 2005
Merrill Lynch January 1999 - June 2003
Skills
Estate Planning, Wealth Management, Asset Allocation, Risk Management, Financial Planning, Retirement Planning, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Insurance, Investment Advisory, Investments, Marketing Program..., Sales/Revenue Growth, Client Acquisition, Sales Presentations, Strategic Partnerships, Strategic Financial..., Marketing Strategy, Private Equity, Investment Management, Strategic Planning, Strategy, Customer Acquisition, Wealth Management..., Private Banking, Finance, Business Development, Financial Services, Commercial Banking, Banking
Education
The University of Edinburgh 1998 — 2000
MBA, International Finance
Southern Methodist University 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
St Louis Country Day School 1980 — 1986
High School, All Subjects
St. Louis, MO January 2012 - Present
Enterprise Trust Company October 2009 - October 2011
Regions Bank October 2007 - October 2009
Bank of America July 2003 - August 2005
Merrill Lynch January 1999 - June 2003
Skills
Estate Planning, Wealth Management, Asset Allocation, Risk Management, Financial Planning, Retirement Planning, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Insurance, Investment Advisory, Investments, Marketing Program..., Sales/Revenue Growth, Client Acquisition, Sales Presentations, Strategic Partnerships, Strategic Financial..., Marketing Strategy, Private Equity, Investment Management, Strategic Planning, Strategy, Customer Acquisition, Wealth Management..., Private Banking, Finance, Business Development, Financial Services, Commercial Banking, Banking
Education
The University of Edinburgh 1998 — 2000
MBA, International Finance
Southern Methodist University 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
St Louis Country Day School 1980 — 1986
High School, All Subjects
Clark Beaty Clark Beaty's Merrill Lynch Experience August 2000 - 2003
Job Real Estate Investor and Property Manager
Industry Real Estate
Experience
CB Real Estate Management and Holdings, LLC December 2011 - Present
Pyrogrill, Inc. August 2009 - January 2012
Exuma Technologies March 2009 - August 2009
Exuma Technologies, Inc. June 2005 - March 2009
Merrill Lynch August 2000 - 2003
Skills
Multi-engine Commercial..., Asset Management, Budgets, Business Development, CRM, Commercial Real Estate, Contract Negotiation, Customer Service, Disposition, Enterprise Software, Entrepreneurship, Finance
Education
University of Florida - Warrington College of Business Administration 2003 — 2005
MBA, Finance, Marketing, Entreprenuership
University of Florida 1998 — 2000
BS Finance, Economics, Finance
Southern Methodist University 1995 — 1998
Pre-BS, Economics, Finance
The Benjamin School 1991 — 1995
CB Real Estate Management and Holdings, LLC December 2011 - Present
Pyrogrill, Inc. August 2009 - January 2012
Exuma Technologies March 2009 - August 2009
Exuma Technologies, Inc. June 2005 - March 2009
Merrill Lynch August 2000 - 2003
Skills
Multi-engine Commercial..., Asset Management, Budgets, Business Development, CRM, Commercial Real Estate, Contract Negotiation, Customer Service, Disposition, Enterprise Software, Entrepreneurship, Finance
Education
University of Florida - Warrington College of Business Administration 2003 — 2005
MBA, Finance, Marketing, Entreprenuership
University of Florida 1998 — 2000
BS Finance, Economics, Finance
Southern Methodist University 1995 — 1998
Pre-BS, Economics, Finance
The Benjamin School 1991 — 1995
Jessica Heath Jessica Heath's Merrill Lynch Experience October 2012 - Present
Job Vice President, Merrill Lynch Banking Advisor
Industry Banking
Experience
Merrill Lynch October 2012 - Present
Wells Fargo Bank April 2010 - October 2012
Wells Fargo Bank October 2006 - April 2010
Wells Fargo Bank January 2005 - October 2006
Skills
Wealth Management, Series 7, Series 66, Banking, Loans, Credit, CRPC, Customer Service, Retirement Planning, Credit Analysis, Sales, Consumer Lending
Education
South Dakota State University 1999 — 2003
Bachelor of Science, Family and Consumer Science
Merrill Lynch October 2012 - Present
Wells Fargo Bank April 2010 - October 2012
Wells Fargo Bank October 2006 - April 2010
Wells Fargo Bank January 2005 - October 2006
Skills
Wealth Management, Series 7, Series 66, Banking, Loans, Credit, CRPC, Customer Service, Retirement Planning, Credit Analysis, Sales, Consumer Lending
Education
South Dakota State University 1999 — 2003
Bachelor of Science, Family and Consumer Science
Andrew Dalzell Andrew Dalzell's Merrill Lynch Experience May 2015 - Present
Job
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
ADT October 2013 - May 2015
G4S February 2013 - October 2013
Skills
Customer Service, Teamwork, Management, Sales, AutoCAD, Inventory Management, Retail, Data Entry, Training, Leadership, Team Building, First Aid
Education
Southern Illinois University, Carbondale 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
Merrill Lynch May 2015 - Present
ADT October 2013 - May 2015
G4S February 2013 - October 2013
Skills
Customer Service, Teamwork, Management, Sales, AutoCAD, Inventory Management, Retail, Data Entry, Training, Leadership, Team Building, First Aid
Education
Southern Illinois University, Carbondale 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
Mubeen (Max) Mukaddam Mubeen (Max) Mukaddam's Merrill Lynch Experience September 2001 - November 2005
Job IT Management Professional
Industry Information Technology and Services
Experience
AIG January 2015 - Present
Quivus Systems November 2008 - December 2014
Morgan Stanley November 2005 - December 2008
Merrill Lynch September 2001 - November 2005
Computer Sciences Corporation February 2000 - September 2001
Keane, Inc May 1999 - February 2000
Nortel Government Solutions August 1995 - May 1999
Skills
Integration, Program Management, PMO, IT Management, Business Intelligence, Business Process..., ITIL, IT Service Management, CRM, Data Warehousing, Strategy, Enterprise Software, PMP, Management, Project Management, Management Consulting, Business Analysis, Software Project..., Cloud Computing, IT Strategy, Agile Methodologies, Project Portfolio..., Enterprise Architecture, Analysis, Governance, Project Planning, Leadership, Cross-functional Team..., ERP, Computer Security, Vendor Management, Contract Negotiation, E-commerce, SOA, SDLC, Information Technology, Consulting, Cyber Security, C4ISR Systems, Requirements Analysis, Software Development, Infrastructure, Team Leadership, Solution Architecture, Investing Banking, Financial Services, Capital Markets, Trading Systems
Education
University of Maryland University College 1995 — 1999
Master’s Degree, Information Systems
Southern Illinois University, Edwardsville 1985 — 1989
Bachelor’s Degree, Information Systems
AIG January 2015 - Present
Quivus Systems November 2008 - December 2014
Morgan Stanley November 2005 - December 2008
Merrill Lynch September 2001 - November 2005
Computer Sciences Corporation February 2000 - September 2001
Keane, Inc May 1999 - February 2000
Nortel Government Solutions August 1995 - May 1999
Skills
Integration, Program Management, PMO, IT Management, Business Intelligence, Business Process..., ITIL, IT Service Management, CRM, Data Warehousing, Strategy, Enterprise Software, PMP, Management, Project Management, Management Consulting, Business Analysis, Software Project..., Cloud Computing, IT Strategy, Agile Methodologies, Project Portfolio..., Enterprise Architecture, Analysis, Governance, Project Planning, Leadership, Cross-functional Team..., ERP, Computer Security, Vendor Management, Contract Negotiation, E-commerce, SOA, SDLC, Information Technology, Consulting, Cyber Security, C4ISR Systems, Requirements Analysis, Software Development, Infrastructure, Team Leadership, Solution Architecture, Investing Banking, Financial Services, Capital Markets, Trading Systems
Education
University of Maryland University College 1995 — 1999
Master’s Degree, Information Systems
Southern Illinois University, Edwardsville 1985 — 1989
Bachelor’s Degree, Information Systems
Jon Morales, J.D. Jon Morales, J.D.'s Merrill Lynch Experience August 2006 - December 2006
Job Owner of Morales Law Firm
Industry Law Practice
Experience
Morales Law Firm November 2012 - Present
Harris County November 2007 - November 2008
Protiviti July 2007 - November 2008
John S. Dunn Outreach Center January 2007 - January 2008
Merrill Lynch August 2006 - December 2006
Wells Fargo, N.A January 2004 - January 2006
Cyberscapes January 2003 - January 2004
Skills
Auditing, Internal Controls, Family Law, Estate Planning, Litigation, DWI Defense, Criminal Law, Personal Injury, Legal Research, Legal Writing, Alternative Dispute..., Trials, Administrative Law, Mediation, Document Drafting, Westlaw, Legal Assistance, Lexis, Civil Litigation, Courts, Corporate Governance, Corporate Law, Arbitration, Hearings, Pleadings, Corporate Finance, Real Estate, Legal Documents, Document Review, Legal Issues, Legal Advice, Public Policy, Wills, Policy Analysis, Tax, Contract Negotiation, Dispute, Enterprise Risk..., Real Estate Transactions, Accounts Payable, Payroll, Property Law, Banking, Medical Malpractice, Human Rights, Research, Accounts Receivable, Financial Statements, Risk Management, Spanish
Education
South Texas College of Law 2009 — 2012
Doctor of Law (J.D.)
University of Houston-Clear Lake 2002 — 2007
Bachelor of Science (B.S.), Accounting and Finance
University of Houston
Bachelor of Science, Business Finance
South Texas College of Law
Juris Doctor
Morales Law Firm November 2012 - Present
Harris County November 2007 - November 2008
Protiviti July 2007 - November 2008
John S. Dunn Outreach Center January 2007 - January 2008
Merrill Lynch August 2006 - December 2006
Wells Fargo, N.A January 2004 - January 2006
Cyberscapes January 2003 - January 2004
Skills
Auditing, Internal Controls, Family Law, Estate Planning, Litigation, DWI Defense, Criminal Law, Personal Injury, Legal Research, Legal Writing, Alternative Dispute..., Trials, Administrative Law, Mediation, Document Drafting, Westlaw, Legal Assistance, Lexis, Civil Litigation, Courts, Corporate Governance, Corporate Law, Arbitration, Hearings, Pleadings, Corporate Finance, Real Estate, Legal Documents, Document Review, Legal Issues, Legal Advice, Public Policy, Wills, Policy Analysis, Tax, Contract Negotiation, Dispute, Enterprise Risk..., Real Estate Transactions, Accounts Payable, Payroll, Property Law, Banking, Medical Malpractice, Human Rights, Research, Accounts Receivable, Financial Statements, Risk Management, Spanish
Education
South Texas College of Law 2009 — 2012
Doctor of Law (J.D.)
University of Houston-Clear Lake 2002 — 2007
Bachelor of Science (B.S.), Accounting and Finance
University of Houston
Bachelor of Science, Business Finance
South Texas College of Law
Juris Doctor
Robert Flink Robert Flink's Merrill Lynch Experience February 2008 - January 2009
Job Regional Vice President, Investments at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Cathy Enthof Cathy Enthof's Merrill Lynch Experience 1978 - 1981
Job Innovative Artist
Industry Fine Art
Experience
Illinois Roof Consulting Associates, Inc. February 2011 - September 2011
ManDini Construction, Inc March 2010 - February 2011
Friends of MCC Foundation August 2010 - October 2010
Friends of MCC Foundation August 2010 - October 2010
Colonial Drywall, Inc January 1993 - January 2009
Colonial Drywall, Inc. April 1993 - December 2008
Merrill Lynch, Inc. August 1978 - September 1981
Merrill Lynch, Inc August 1978 - September 1981
Merrill Lynch 1978 - 1981
Skills
Oil Painting, Fine Art, Art, Microsoft Word, Painting, Outlook, Microsoft Office, Customer Service, Microsoft Excel, Drawing, Photography, Illustration, Digital Photography, Photoshop, Contemporary Art, PowerPoint, Mac, Strategic Planning, Event Management
Education
Southern Illinois University, Carbondale
MS.ED, Higher Education
University of Iowa
Bachelor of Fine Arts, painting, metalsmithing, pottery
Illinois Roof Consulting Associates, Inc. February 2011 - September 2011
ManDini Construction, Inc March 2010 - February 2011
Friends of MCC Foundation August 2010 - October 2010
Friends of MCC Foundation August 2010 - October 2010
Colonial Drywall, Inc January 1993 - January 2009
Colonial Drywall, Inc. April 1993 - December 2008
Merrill Lynch, Inc. August 1978 - September 1981
Merrill Lynch, Inc August 1978 - September 1981
Merrill Lynch 1978 - 1981
Skills
Oil Painting, Fine Art, Art, Microsoft Word, Painting, Outlook, Microsoft Office, Customer Service, Microsoft Excel, Drawing, Photography, Illustration, Digital Photography, Photoshop, Contemporary Art, PowerPoint, Mac, Strategic Planning, Event Management
Education
Southern Illinois University, Carbondale
MS.ED, Higher Education
University of Iowa
Bachelor of Fine Arts, painting, metalsmithing, pottery
Kazumi Tait's Merrill Lynch Experience December 2006 - July 2010
Job Member of the Leadership Team at Washington Business for Climate Action
Industry Financial Services
Experience
Washington Business for Climate Action September 2015 - Present
GreenBalance Energy Marketing December 2010 - Present
Merrill Lynch December 2006 - July 2010
Skills
Private Equity, Investments, Equities, Portfolio Management, Financial Modeling, Asset Managment, Finance, Alternative Investments, Capital Markets, Venture Capital, Strategic Planning, Strategic Partnerships, Sustainability..., Social Impact, Impact Investing, Due Diligence, Financial Analysis, Funding, Mergers & Acquisitions, Business Development, Start-ups, Risk Management, Financial Risk, Valuation
Education
Sophia University
BC, Business/Economics
Washington Business for Climate Action September 2015 - Present
GreenBalance Energy Marketing December 2010 - Present
Merrill Lynch December 2006 - July 2010
Skills
Private Equity, Investments, Equities, Portfolio Management, Financial Modeling, Asset Managment, Finance, Alternative Investments, Capital Markets, Venture Capital, Strategic Planning, Strategic Partnerships, Sustainability..., Social Impact, Impact Investing, Due Diligence, Financial Analysis, Funding, Mergers & Acquisitions, Business Development, Start-ups, Risk Management, Financial Risk, Valuation
Education
Sophia University
BC, Business/Economics
Anna Clayton Anna Clayton's Merrill Lynch Experience December 2007 - August 2009
Job Financial Advisor Investment Centers of America
Industry Financial Services
Experience
Clayton Investment Group, LLC 2009 - Present
Merrill Lynch December 2007 - August 2009
Edward Jones September 1999 - December 2007
Terry Schulte Automotive August 1997 - September 1999
Billions Automotive 1994 - 1997
Education
South Dakota State University 1978 — 1982
BS, Textiles and Economics
Lincoln High
Clayton Investment Group, LLC 2009 - Present
Merrill Lynch December 2007 - August 2009
Edward Jones September 1999 - December 2007
Terry Schulte Automotive August 1997 - September 1999
Billions Automotive 1994 - 1997
Education
South Dakota State University 1978 — 1982
BS, Textiles and Economics
Lincoln High
Daniel Whittle Daniel Whittle's Merrill Lynch Experience September 2010 - September 2011
Job Internal Sales at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wachovia April 2006 - September 2010
AMS Production Group 2005 - 2006
Education
Southern Methodist University 2001 — 2005
B.S., Biochemistry, Mathematics
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wachovia April 2006 - September 2010
AMS Production Group 2005 - 2006
Education
Southern Methodist University 2001 — 2005
B.S., Biochemistry, Mathematics
Robert Rexford's Merrill Lynch Experience September 1990 - September 2003
Job President and Portfolio Manager at Rexford Capital
Industry Investment Management
Experience
Rexford Capital September 2003 - Present
Merrill Lynch September 1990 - September 2003
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Portfolio Management, High Net Worth..., Equities, Fixed Income, Banking, Asset Allocation, Investment Advisory
Education
Southern Methodist University 1983 — 1987
BS, Economics
Southern Methodist University - Cox School of Business 1983 — 1987
BBA, Business
Rexford Capital September 2003 - Present
Merrill Lynch September 1990 - September 2003
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Portfolio Management, High Net Worth..., Equities, Fixed Income, Banking, Asset Allocation, Investment Advisory
Education
Southern Methodist University 1983 — 1987
BS, Economics
Southern Methodist University - Cox School of Business 1983 — 1987
BBA, Business
Adam Chavez Adam Chavez's Merrill Lynch Experience January 1989 - November 1990
Job Urology Sales Specialist at Endo Pharmaceuticals
Industry Biotechnology
Experience
Endo Health Solutions April 2011 - Present
Genentech April 1992 - January 2011
Roche September 2002 - November 2003
Roche Pharmaceuticals February 2001 - August 2002
Merrill Lynch January 1989 - November 1990
Dean Witter August 1986 - January 1989
Skills
Oncology, Infectious Diseases, Immunology, Anesthesia, Business Development, Lung, Metabolism, Rheumatology, Buy & Bill, Managed Care, Endocrinology, Pharmaceutical Sales, Cardiology, Urology, Gastroenterology, Nephrology, Neurology, Dermatology, Pharmaceutical Industry, Pulmonology, Hospital Sales, Osteoporosis, Asthma, OB/GYN, Clinical Research, Pain Management, Sales Effectiveness, Product Launch, Primary Care, Medical Devices, Selling Skills, Hospitals
Education
Southern California University of Health Sciences 2000 — 2001
MBA, Health Sciences
University of Nevada-Reno 1986 — 1991
BS, Finance
Endo Health Solutions April 2011 - Present
Genentech April 1992 - January 2011
Roche September 2002 - November 2003
Roche Pharmaceuticals February 2001 - August 2002
Merrill Lynch January 1989 - November 1990
Dean Witter August 1986 - January 1989
Skills
Oncology, Infectious Diseases, Immunology, Anesthesia, Business Development, Lung, Metabolism, Rheumatology, Buy & Bill, Managed Care, Endocrinology, Pharmaceutical Sales, Cardiology, Urology, Gastroenterology, Nephrology, Neurology, Dermatology, Pharmaceutical Industry, Pulmonology, Hospital Sales, Osteoporosis, Asthma, OB/GYN, Clinical Research, Pain Management, Sales Effectiveness, Product Launch, Primary Care, Medical Devices, Selling Skills, Hospitals
Education
Southern California University of Health Sciences 2000 — 2001
MBA, Health Sciences
University of Nevada-Reno 1986 — 1991
BS, Finance
Anastasia Potapova Anastasia Potapova's Merrill Lynch Experience September 2010 - May 2011
Job Associate Financial Representative @ Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2011 - Present
Merrill Lynch September 2010 - May 2011
Skills
Insurance, Financial Planning, PowerPoint, Portfolio Management, Compliance
Education
South Ural State University (SUSU) 1997 — 2001
Bechelor, Banking and Finance
Northwestern Mutual September 2011 - Present
Merrill Lynch September 2010 - May 2011
Skills
Insurance, Financial Planning, PowerPoint, Portfolio Management, Compliance
Education
South Ural State University (SUSU) 1997 — 2001
Bechelor, Banking and Finance
Frank Treybal, Relax and Achieve LLC Frank Treybal, Relax and Achieve LLC's Merrill Lynch Experience 1983 - 1990
Job Helping others achieve selfreliance, courage and motivation for a better quality of life
Industry Health, Wellness and Fitness
Experience
Relax and Achieve LLC August 2010 - Present
Frank Treybal Agency 1985 - January 2013
Merrill Lynch 1983 - 1990
Treybal Management and Consulting, Inc. January 1979 - December 1983
United States Marine Corps 1973 - 1979
Skills
Public Speaking, Entrepreneur, Relaxation, Wellness, Lifestyle, Small Business, Personal Development, Coaching, Weight, Holistic Health, Wellbeing, Leadership Development, Teaching, Weight Loss, Corporations, Entrepreneurship, Employee Wellness, Stress Management
Education
University of Northern Colorado 1977 — 1978
MA, Psychology, Counseling and Guidance
Southern Connecticut State University 1969 — 1973
BA, Psychology
Relax and Achieve LLC August 2010 - Present
Frank Treybal Agency 1985 - January 2013
Merrill Lynch 1983 - 1990
Treybal Management and Consulting, Inc. January 1979 - December 1983
United States Marine Corps 1973 - 1979
Skills
Public Speaking, Entrepreneur, Relaxation, Wellness, Lifestyle, Small Business, Personal Development, Coaching, Weight, Holistic Health, Wellbeing, Leadership Development, Teaching, Weight Loss, Corporations, Entrepreneurship, Employee Wellness, Stress Management
Education
University of Northern Colorado 1977 — 1978
MA, Psychology, Counseling and Guidance
Southern Connecticut State University 1969 — 1973
BA, Psychology
Una Kang Una Kang's Merrill Lynch Experience April 2008 - June 2008
Job Business Analyst & Accountant at HyundaiEnova
Industry Financial Services
Experience
Hyundai-Enova ITC 2008 - Present
Merrill Lynch April 2008 - June 2008
Thomson Financial April 1999 - April 2007
Skills
Proposal Writing, Fixed Income, Data Analysis, Portfolio Management, Finance, Cross-functional Team..., Project Management, Market Research
Education
University of California, Irvine 2007 — 2008
Accelated Certificated Program-Marketing & IBOM(International Bis & Operations Management)
Sookmyung Women's University 1989 — 1995
BA, Statistics
Hyundai-Enova ITC 2008 - Present
Merrill Lynch April 2008 - June 2008
Thomson Financial April 1999 - April 2007
Skills
Proposal Writing, Fixed Income, Data Analysis, Portfolio Management, Finance, Cross-functional Team..., Project Management, Market Research
Education
University of California, Irvine 2007 — 2008
Accelated Certificated Program-Marketing & IBOM(International Bis & Operations Management)
Sookmyung Women's University 1989 — 1995
BA, Statistics
Curt Lenda Curt Lenda's Merrill Lynch Experience 2006 - 2008
Job Chief Financial Officer
Industry Financial Services
Experience
Independent 2011 - Present
IAM Asset Management, LLC 2008 - 2010
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch 2003 - 2004
Merrill Lynch 2000 - 2003
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Capital Markets, Fixed Income, Equities, Portfolio Management, Asset Management, Securities, Derivatives, Investment Strategies, Accounting, Financial Analysis, Financial Planning, CFOs, Corporate FP&A
Education
Southern Connecticut State University 1986 — 1990
BS, Accounting
Independent 2011 - Present
IAM Asset Management, LLC 2008 - 2010
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch 2003 - 2004
Merrill Lynch 2000 - 2003
Merrill Lynch 1999 - 2000
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Capital Markets, Fixed Income, Equities, Portfolio Management, Asset Management, Securities, Derivatives, Investment Strategies, Accounting, Financial Analysis, Financial Planning, CFOs, Corporate FP&A
Education
Southern Connecticut State University 1986 — 1990
BS, Accounting
Ray Thompson, CFP®, CIMA® Ray Thompson, CFP®, CIMA®'s Merrill Lynch Experience January 2009 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Merrill Lynch October 2002 - Present
Merrill Lynch April 2000 - October 2002
Burlington Resources April 1993 - November 1999
Phillips Petroleum Company January 1990 - April 1993
Skills
Financial Planning, Investment Management, Alternative Investments, Retirement Planning, Social Security..., Strategic Financial..., Wealth Management, Finance, Investments, Estate Planning, Insurance, Retirement, Financial Advisory
Education
Wharton School of Business 2006 — 2006
Certified Investment Management Analyst
Southern Methodist University 1988 — 1989
MBA, Finance
The University of Texas at Austin 1978 — 1983
BS, Geology
American School in London, London, England 1975 — 1977
Stavanger American School in Stavanger, Norway 1974 — 1975
Merrill Lynch January 2009 - Present
Merrill Lynch October 2002 - Present
Merrill Lynch April 2000 - October 2002
Burlington Resources April 1993 - November 1999
Phillips Petroleum Company January 1990 - April 1993
Skills
Financial Planning, Investment Management, Alternative Investments, Retirement Planning, Social Security..., Strategic Financial..., Wealth Management, Finance, Investments, Estate Planning, Insurance, Retirement, Financial Advisory
Education
Wharton School of Business 2006 — 2006
Certified Investment Management Analyst
Southern Methodist University 1988 — 1989
MBA, Finance
The University of Texas at Austin 1978 — 1983
BS, Geology
American School in London, London, England 1975 — 1977
Stavanger American School in Stavanger, Norway 1974 — 1975
Patricia Rein Patricia Rein's Merrill Lynch Experience January 1995 - January 2000
Job Sr. Project Manager at Edwards Lifesciences
Industry Biotechnology
Experience
Life Technologies January 2009 - September 2011
Amylin Pharmaceuticals, Inc January 2006 - November 2008
Amgen, Inc. January 2001 - November 2005
Merrill Lynch January 1995 - January 2000
Merrill Lynch January 1986 - January 1995
Skills
Software Project..., Program Management, MS Project, Business Intelligence, SDLC, Software Documentation, IT Strategy, Project Management, Requirements Analysis, Quality Assurance, Data Warehousing, Visio, PMO, Cross-functional Team..., Integration, ERP, Management, Project Portfolio..., Documentum, Leadership, PMP, Analysis, Requirements Gathering, Project Planning
Education
University of Florida 1975 — 1979
Computer Science, Engineering Major
Southeast Missouri State University 1971 — 1973
Associate of Arts, Computer Science
New York University, New York City
Certificate Degree, Computer Science; Language Specialty
Life Technologies January 2009 - September 2011
Amylin Pharmaceuticals, Inc January 2006 - November 2008
Amgen, Inc. January 2001 - November 2005
Merrill Lynch January 1995 - January 2000
Merrill Lynch January 1986 - January 1995
Skills
Software Project..., Program Management, MS Project, Business Intelligence, SDLC, Software Documentation, IT Strategy, Project Management, Requirements Analysis, Quality Assurance, Data Warehousing, Visio, PMO, Cross-functional Team..., Integration, ERP, Management, Project Portfolio..., Documentum, Leadership, PMP, Analysis, Requirements Gathering, Project Planning
Education
University of Florida 1975 — 1979
Computer Science, Engineering Major
Southeast Missouri State University 1971 — 1973
Associate of Arts, Computer Science
New York University, New York City
Certificate Degree, Computer Science; Language Specialty
Connor Ambrose Connor Ambrose's Merrill Lynch Experience March 2010 - August 2014
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Ambrose Capital Management, LLC August 2014 - Present
Merrill Lynch March 2010 - August 2014
Victory Partners, LLC June 2008 - October 2009
Liberty International Underwriters August 2004 - June 2008
Lone Star New Markets, LP January 2007 - May 2007
Marsh Inc July 2001 - June 2004
Skills
Retirement Income..., Financial Planning, Alternative Investments, Asset Allocation, Portfolio Management, Family Office, Strategic Financial..., Retirement, Investments, Due Diligence, Corporate Finance, Leadership, Finance, Insurance, Investment Banking, Mergers, Venture Capital, Mergers & Acquisitions, Strategy, Financial Modeling, Financial Analysis, Strategic Planning, Management, Financial Advisory, Business Strategy, Valuation, Private Equity, Risk Management
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance, Strategy & Entrepreneurship
Southern Methodist University 1999 — 2001
BA, History
University of Richmond 1997 — 1999
History
The American School in Japan 1992 — 1997
High School Diploma
Ambrose Capital Management, LLC August 2014 - Present
Merrill Lynch March 2010 - August 2014
Victory Partners, LLC June 2008 - October 2009
Liberty International Underwriters August 2004 - June 2008
Lone Star New Markets, LP January 2007 - May 2007
Marsh Inc July 2001 - June 2004
Skills
Retirement Income..., Financial Planning, Alternative Investments, Asset Allocation, Portfolio Management, Family Office, Strategic Financial..., Retirement, Investments, Due Diligence, Corporate Finance, Leadership, Finance, Insurance, Investment Banking, Mergers, Venture Capital, Mergers & Acquisitions, Strategy, Financial Modeling, Financial Analysis, Strategic Planning, Management, Financial Advisory, Business Strategy, Valuation, Private Equity, Risk Management
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance, Strategy & Entrepreneurship
Southern Methodist University 1999 — 2001
BA, History
University of Richmond 1997 — 1999
History
The American School in Japan 1992 — 1997
High School Diploma
Noah Vanacore Noah Vanacore's Merrill Lynch Experience September 2012 - March 2013
Job Solutions Consultant at NetDimensions
Industry E-Learning
Experience
NetDimensions January 2014 - Present
US Army April 2013 - October 2013
Merrill Lynch September 2012 - March 2013
American Cruise Lines April 2012 - September 2012
CT Army National Guard February 2009 - December 2011
Skills
Sales, Customer Service, Training, Leadership, Microsoft Excel, PowerPoint, Outlook, Salesforce.com, Sales Operations, Microsoft Word, Microsoft Office, Research, Teaching, HTML, SaaS, Sales Process, Product Demonstration, Building Relationships, Selling, English, Windows, Photoshop, Skype, Online Communications, Sales Presentations, Solution Selling, SPIN Selling, The Challenger Sale, HTML5, Responsive/Adapted/Targe..., SCORM, Kirkpatrick, Blooms Taxonomy
Education
Southern Connecticut State University 2015 — 2016
Master's degree, Computer Science
Southern Connecticut State University 2007 — 2012
Bachelor of Science (BS), Political Science and Government
Branford High School 1998 — 2002
NetDimensions January 2014 - Present
US Army April 2013 - October 2013
Merrill Lynch September 2012 - March 2013
American Cruise Lines April 2012 - September 2012
CT Army National Guard February 2009 - December 2011
Skills
Sales, Customer Service, Training, Leadership, Microsoft Excel, PowerPoint, Outlook, Salesforce.com, Sales Operations, Microsoft Word, Microsoft Office, Research, Teaching, HTML, SaaS, Sales Process, Product Demonstration, Building Relationships, Selling, English, Windows, Photoshop, Skype, Online Communications, Sales Presentations, Solution Selling, SPIN Selling, The Challenger Sale, HTML5, Responsive/Adapted/Targe..., SCORM, Kirkpatrick, Blooms Taxonomy
Education
Southern Connecticut State University 2015 — 2016
Master's degree, Computer Science
Southern Connecticut State University 2007 — 2012
Bachelor of Science (BS), Political Science and Government
Branford High School 1998 — 2002
Erik Katz Erik Katz's Merrill Lynch Experience September 1982 - August 1983
Job Entrepreneur & Investor
Industry Investment Management
Experience
ThinkEco, Inc. November 2011 - Present
Blue Strategies LLC October 2009 - Present
The Paradigm Project May 2009 - Present
Blue Source October 2008 - March 2011
The Blackstone Group January 1992 - September 2008
Credit Suisse First Boston July 1988 - December 1991
Nikko Asset Management September 1986 - June 1987
Merrill Lynch September 1982 - August 1983
Skills
Business Strategy, Angel Investing, Mergers & Acquisitions, Corporate Finance, Executive Management, Private Equity, Valuation, Investment Banking, Venture Capital, Strategic Partnerships, Business Development, Carbon Markets, Joint Ventures, Energy Efficiency, Change Management, Climate Change, Social Entrepreneurship, Start-ups
Education
University of Massachusetts, Amherst 1983 — 1988
BA & BS, Japanese & Finance
Sophia University 1986 — 1987
Japanese Studies
ThinkEco, Inc. November 2011 - Present
Blue Strategies LLC October 2009 - Present
The Paradigm Project May 2009 - Present
Blue Source October 2008 - March 2011
The Blackstone Group January 1992 - September 2008
Credit Suisse First Boston July 1988 - December 1991
Nikko Asset Management September 1986 - June 1987
Merrill Lynch September 1982 - August 1983
Skills
Business Strategy, Angel Investing, Mergers & Acquisitions, Corporate Finance, Executive Management, Private Equity, Valuation, Investment Banking, Venture Capital, Strategic Partnerships, Business Development, Carbon Markets, Joint Ventures, Energy Efficiency, Change Management, Climate Change, Social Entrepreneurship, Start-ups
Education
University of Massachusetts, Amherst 1983 — 1988
BA & BS, Japanese & Finance
Sophia University 1986 — 1987
Japanese Studies
Sean Dehan Sean Dehan's Merrill Lynch Experience September 2008 - December 2008
Job Corporate Strategy and M&A at CEB
Industry Management Consulting
Experience
CEB September 2014 - Present
CEB January 2014 - September 2014
CEB September 2012 - December 2013
Social Enterprise Associates May 2012 - October 2012
Barça Clothing Company March 2010 - March 2012
Dehan Financial March 2011 - October 2011
Dehan Financial January 2011 - October 2011
Merrill Lynch September 2008 - December 2008
512 Realty June 2008 - December 2008
Skills
Market Research, Quantitative Research, Qualitative Research, Real Estate, Quantitative Analytics, Real Estate Negotiation, Retail Management, Retail Industry, Sourcing & Procurement, Product Management, Legal Research, Quantity Surveying, Consulting, Management Consulting, Analysis, Business Strategy, Strategy, Leadership, Management
Education
2008 — 2010
BA
Southern Methodist University 2007 — 2008
CEB September 2014 - Present
CEB January 2014 - September 2014
CEB September 2012 - December 2013
Social Enterprise Associates May 2012 - October 2012
Barça Clothing Company March 2010 - March 2012
Dehan Financial March 2011 - October 2011
Dehan Financial January 2011 - October 2011
Merrill Lynch September 2008 - December 2008
512 Realty June 2008 - December 2008
Skills
Market Research, Quantitative Research, Qualitative Research, Real Estate, Quantitative Analytics, Real Estate Negotiation, Retail Management, Retail Industry, Sourcing & Procurement, Product Management, Legal Research, Quantity Surveying, Consulting, Management Consulting, Analysis, Business Strategy, Strategy, Leadership, Management
Education
2008 — 2010
BA
Southern Methodist University 2007 — 2008
Dawn Milazzo Dawn Milazzo's Merrill Lynch Experience January 2006 - April 2007
Job Client Services Manager at VIIAD
Industry Information Technology and Services
Experience
VIIAD December 2013 - Present
VIIAD July 2011 - December 2013
Simply Unique Outdoor Creations March 2000 - November 2011
Bank of America/Merrill Lynch December 2010 - April 2011
Merrill Lynch January 2006 - April 2007
Skills
Customer Service, Excel, PowerPoint, Customer Relations, Microsoft Office, Word, Data Entry, Outlook, Administration, Administrative Support, Microsoft Word, Microsoft Excel, Administrative..., Social Networking, System Administration, Spreadsheets, Project Management, Team Building, Office Management, Leadership, Management
Education
Southern Connecticut State University 1987 — 1992
Bachelor of Arts, Psychology
VIIAD December 2013 - Present
VIIAD July 2011 - December 2013
Simply Unique Outdoor Creations March 2000 - November 2011
Bank of America/Merrill Lynch December 2010 - April 2011
Merrill Lynch January 2006 - April 2007
Skills
Customer Service, Excel, PowerPoint, Customer Relations, Microsoft Office, Word, Data Entry, Outlook, Administration, Administrative Support, Microsoft Word, Microsoft Excel, Administrative..., Social Networking, System Administration, Spreadsheets, Project Management, Team Building, Office Management, Leadership, Management
Education
Southern Connecticut State University 1987 — 1992
Bachelor of Arts, Psychology
Sherry (Guanrong) Li's Merrill Lynch Experience March 2010 - August 2010
Job Associate at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX March 2013 - Present
NASDAQ OMX November 2011 - March 2013
NASDAQ OMX February 2011 - October 2011
Merrill Lynch March 2010 - August 2010
Skills
Financial Modeling, Pipeline Development, Market Research, Capital Markets, Equities, IPO, Private Equity, Valuation, Mergers & Acquisitions, Investor Relations, Financial Markets, Financial Analysis, Securities, Investment Banking
Education
Wesleyan College 2007 — 2011
Bachelor's Degree, Business Administration
Sookmyung Women's University
NASDAQ OMX March 2013 - Present
NASDAQ OMX November 2011 - March 2013
NASDAQ OMX February 2011 - October 2011
Merrill Lynch March 2010 - August 2010
Skills
Financial Modeling, Pipeline Development, Market Research, Capital Markets, Equities, IPO, Private Equity, Valuation, Mergers & Acquisitions, Investor Relations, Financial Markets, Financial Analysis, Securities, Investment Banking
Education
Wesleyan College 2007 — 2011
Bachelor's Degree, Business Administration
Sookmyung Women's University
Matthew Larrabure, CRPC® Matthew Larrabure, CRPC®'s Merrill Lynch Experience January 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Merrill Lynch May 2007 - February 2012
Goonz Dogz June 2007 - December 2008
BJM Company 2004 - May 2007
Skills
Financial Planning, Investments, Excel, Outlook, Financial Analysis, Wealth Management, Strategic Financial..., Small Business, Retirement Planning, Finance, Financial Advisory, Microsoft Excel, Accounting, Loans, Retirement, Asset Allocation, Investment Advisory, Credit, Series 7
Education
Sonoma State University 2005 — 2007
BS, Finance
Casa GRande High School
Santa Rosa Junior College
General, Business
Merrill Lynch January 2012 - Present
Merrill Lynch May 2007 - February 2012
Goonz Dogz June 2007 - December 2008
BJM Company 2004 - May 2007
Skills
Financial Planning, Investments, Excel, Outlook, Financial Analysis, Wealth Management, Strategic Financial..., Small Business, Retirement Planning, Finance, Financial Advisory, Microsoft Excel, Accounting, Loans, Retirement, Asset Allocation, Investment Advisory, Credit, Series 7
Education
Sonoma State University 2005 — 2007
BS, Finance
Casa GRande High School
Santa Rosa Junior College
General, Business
Stephen Raupp Stephen Raupp's Merrill Lynch Experience October 1993 - February 2007
Job LPL Financial Advisor located at Bank of Springfield
Industry Investment Management
Experience
LPL Financial 2010 - Present
Bank of Springfield February 2007 - Present
Merrill Lynch October 1993 - February 2007
Skills
Portfolio Management, Retail Banking, Strategic Financial..., Banking, Mutual Funds, Investments, Credit, Retirement Planning, Loans, Wealth Management, Finance, Financial Services, Mortgage Lending, Financial Advisory
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Science, Marketing
LPL Financial 2010 - Present
Bank of Springfield February 2007 - Present
Merrill Lynch October 1993 - February 2007
Skills
Portfolio Management, Retail Banking, Strategic Financial..., Banking, Mutual Funds, Investments, Credit, Retirement Planning, Loans, Wealth Management, Finance, Financial Services, Mortgage Lending, Financial Advisory
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor of Science, Marketing
Alex Olsson Alex Olsson's Merrill Lynch Experience July 2013 - August 2013
Job Summer Analyst at VSS
Industry Financial Services
Experience
Veronis Suhler Stevenson June 2015 - July 2015
Hunt Oil Company June 2014 - July 2014
Merrill Lynch July 2013 - August 2013
Skills
Microsoft Excel
Education
Southern Methodist University 2013 — 2017
Bachelor of Business Administration (Intended), Finance
Veronis Suhler Stevenson June 2015 - July 2015
Hunt Oil Company June 2014 - July 2014
Merrill Lynch July 2013 - August 2013
Skills
Microsoft Excel
Education
Southern Methodist University 2013 — 2017
Bachelor of Business Administration (Intended), Finance
Amanda Cassidy's Merrill Lynch Experience 2004 - 2005
Job Communications/Office Manager, UniBell PVC Pipe Association
Industry Nonprofit Organization Management
Experience
Uni-Bell PVC Pipe Association September 2013 - Present
Merritt Hawkins June 2012 - September 2013
Heineken USA October 2007 - April 2012
Andrews Distributing 2005 - 2007
Merrill Lynch 2004 - 2005
Skills
Beverage Industry, Key Account Management, Sales Operations, Marketing Strategy, Sales Management, Account Management, Consumer Products, Healthcare, Marketing, Academia, Recruiting, Contract Negotiation, Sales, Business Development, Cold Calling, Leadership, Social Media Marketing, Marketing Communications, Advertising, Sourcing, Competitive Analysis, Team Building, Direct Marketing, Brand Management, Building Relationships, Event Planning, Social Networking, Market Planning, Selling, New Business Development
Education
Southern Methodist University 2001 — 2005
Bachelor of Arts (B.A.), Advertising, Minor: Psychology
Uni-Bell PVC Pipe Association September 2013 - Present
Merritt Hawkins June 2012 - September 2013
Heineken USA October 2007 - April 2012
Andrews Distributing 2005 - 2007
Merrill Lynch 2004 - 2005
Skills
Beverage Industry, Key Account Management, Sales Operations, Marketing Strategy, Sales Management, Account Management, Consumer Products, Healthcare, Marketing, Academia, Recruiting, Contract Negotiation, Sales, Business Development, Cold Calling, Leadership, Social Media Marketing, Marketing Communications, Advertising, Sourcing, Competitive Analysis, Team Building, Direct Marketing, Brand Management, Building Relationships, Event Planning, Social Networking, Market Planning, Selling, New Business Development
Education
Southern Methodist University 2001 — 2005
Bachelor of Arts (B.A.), Advertising, Minor: Psychology
Donald M Lehman's Merrill Lynch Experience February 2003 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2003 - Present
Smith Barney August 1986 - February 2003
Skills
Portfolio Management, Multi-generational..., Wealth Preservation..., Tax-advantaged..., Wealth Management, Investment Advisory, HNW, Concentrated Stock..., Professional Portfolio..., Tactical Asset..., Dynamic Asset Allocation, Retirement Planning
Education
Southern Methodist University
Masters Business Administration (MBA)
University of Oklahoma
Bachelor's Degree
Merrill Lynch February 2003 - Present
Smith Barney August 1986 - February 2003
Skills
Portfolio Management, Multi-generational..., Wealth Preservation..., Tax-advantaged..., Wealth Management, Investment Advisory, HNW, Concentrated Stock..., Professional Portfolio..., Tactical Asset..., Dynamic Asset Allocation, Retirement Planning
Education
Southern Methodist University
Masters Business Administration (MBA)
University of Oklahoma
Bachelor's Degree
Jeffrey Fitz Jeffrey Fitz's Merrill Lynch Experience September 2013 - Present
Job Assistant Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Wells Fargo Advisors November 2008 - September 2013
Skills
Sports, Entertainment, Wealth Management, Retirement Planning, Financial Planning, Banking, Lending
Education
Southern Connecticut State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch September 2013 - Present
Wells Fargo Advisors November 2008 - September 2013
Skills
Sports, Entertainment, Wealth Management, Retirement Planning, Financial Planning, Banking, Lending
Education
Southern Connecticut State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Matthew Shannon's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Wells Fargo May 2013 - August 2014
Skills
Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Banking, Microsoft Word, Insurance, Sales, Finance, Life Insurance, Marketing
Education
Southeast Missouri State University 2008 — 2013
Bachelor's degree, Marketing
Merrill Lynch August 2014 - Present
Wells Fargo May 2013 - August 2014
Skills
Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Banking, Microsoft Word, Insurance, Sales, Finance, Life Insurance, Marketing
Education
Southeast Missouri State University 2008 — 2013
Bachelor's degree, Marketing
James Hemingway, Jr James Hemingway, Jr's Merrill Lynch Experience May 2007 - February 2008
Job Director of Business Development at American Ascent Resources
Industry Executive Office
Experience
American Ascent Resources June 2008 - Present
American Ascent Resources November 2006 - Present
Global Ascent Foundation, LLC. 2006 - Present
First Data Corporation February 2011 - March 2012
American Ascent Corporation February 2008 - March 2010
American Network, Inc. formerly FSBO American Network November 2006 - August 2009
Merrill Lynch May 2007 - February 2008
Columbia Club, Inc May 2004 - June 2007
Skills
Training, Risk Management, Investments, Strategic Planning, Real Estate, Negotiation, Mortgage Lending, Insurance, Finance, Nonprofits, Networking, Customer Retention, Selling, Customer Service, Leadership
Education
United States Army Military Police School 2009 — 2010
Diploma, Criminal Investigation
University of Phoenix 2008 — 2010
MBA, Global Communications
Southern Connecticut State University 1991 — 1996
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Housatonic Valley Regional High School 1987 — 1991
Diploma, College Prpep
American Ascent Resources June 2008 - Present
American Ascent Resources November 2006 - Present
Global Ascent Foundation, LLC. 2006 - Present
First Data Corporation February 2011 - March 2012
American Ascent Corporation February 2008 - March 2010
American Network, Inc. formerly FSBO American Network November 2006 - August 2009
Merrill Lynch May 2007 - February 2008
Columbia Club, Inc May 2004 - June 2007
Skills
Training, Risk Management, Investments, Strategic Planning, Real Estate, Negotiation, Mortgage Lending, Insurance, Finance, Nonprofits, Networking, Customer Retention, Selling, Customer Service, Leadership
Education
United States Army Military Police School 2009 — 2010
Diploma, Criminal Investigation
University of Phoenix 2008 — 2010
MBA, Global Communications
Southern Connecticut State University 1991 — 1996
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Housatonic Valley Regional High School 1987 — 1991
Diploma, College Prpep
Andrea Moran-Sendra Andrea Moran-Sendra's Merrill Lynch Experience June 2009 - August 2010
Job MBA Candidate at SMU Cox School of Business
Industry Management Consulting
Experience
SMU Cox School of Business May 2015 - Present
Sendero June 2012 - June 2015
Vic-Tec International June 2008 - June 2012
Merrill Lynch June 2009 - August 2010
Vector Marketing June 2008 - August 2009
Bank of America May 2008 - August 2008
Skills
Financial Analysis, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Sales, Training, Market Research, Analysis, Access, Data Analysis, Investments, Bloomberg, Strategy, Project Management, Management Consulting, Business Analysis, MySQL, IT Operations Management
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Business Administration (MBA)
Southern Methodist University 2008 — 2012
Bachlor of Business Administration, French and Italian
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing and French
Duchesne Academy
SMU Cox School of Business May 2015 - Present
Sendero June 2012 - June 2015
Vic-Tec International June 2008 - June 2012
Merrill Lynch June 2009 - August 2010
Vector Marketing June 2008 - August 2009
Bank of America May 2008 - August 2008
Skills
Financial Analysis, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Sales, Training, Market Research, Analysis, Access, Data Analysis, Investments, Bloomberg, Strategy, Project Management, Management Consulting, Business Analysis, MySQL, IT Operations Management
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Business Administration (MBA)
Southern Methodist University 2008 — 2012
Bachlor of Business Administration, French and Italian
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing and French
Duchesne Academy
Scott Luhnau's Merrill Lynch Experience 2002 - 2009
Job Senior Vice President and Market Director at Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Lynch - Bank of America July 2002 - Present
Merrill Lynch 2002 - 2009
Kanaly Trust Company June 1996 - July 2002
Skills
Wealth Management, Alternative Investments, Estate Planning, Litigation Management, Risk Management, Financial Advisory, Trust and Estate..., Investments, Estate Tax Planning, Wealth Management..., Estate, Income and Gift..., Probate and Estate..., Trust Department..., Wealth Strategies, Asset Allocation, Wills and Trusts, Series 65, Securities, Mutual Funds, Investment Advisory, Charitable Gift Planning, Financial Planning, High Net Worth...
Education
South Texas College of Law
Juris Doctor
Merrill Lynch - Bank of America July 2002 - Present
Merrill Lynch 2002 - 2009
Kanaly Trust Company June 1996 - July 2002
Skills
Wealth Management, Alternative Investments, Estate Planning, Litigation Management, Risk Management, Financial Advisory, Trust and Estate..., Investments, Estate Tax Planning, Wealth Management..., Estate, Income and Gift..., Probate and Estate..., Trust Department..., Wealth Strategies, Asset Allocation, Wills and Trusts, Series 65, Securities, Mutual Funds, Investment Advisory, Charitable Gift Planning, Financial Planning, High Net Worth...
Education
South Texas College of Law
Juris Doctor
Amy Tice Amy Tice's Merrill Lynch Experience April 2005 - March 2012
Job Safety Assistant at Sheehan Pipeline Construction Company
Industry Construction
Experience
Sheehan Pipeline Construction Company May 2015 - Present
Sheehan Pipeline Construction August 2013 - May 2015
Merrill Lynch April 2005 - March 2012
M&T Bank March 2000 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Outlook, Customer Service, Financial Analysis, Construction Safety, Construction, Supervisory Skills, Project Planning, Gas, Petroleum, Pipelines, Construction Management, Contract Negotiation, Contract Management
Education
South Hills School of Business & Technology 1996 — 1998
Associates In Specialized Business, Business
Sheehan Pipeline Construction Company May 2015 - Present
Sheehan Pipeline Construction August 2013 - May 2015
Merrill Lynch April 2005 - March 2012
M&T Bank March 2000 - April 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Outlook, Customer Service, Financial Analysis, Construction Safety, Construction, Supervisory Skills, Project Planning, Gas, Petroleum, Pipelines, Construction Management, Contract Negotiation, Contract Management
Education
South Hills School of Business & Technology 1996 — 1998
Associates In Specialized Business, Business
Greg Mullican CFP® Greg Mullican CFP®'s Merrill Lynch Experience June 2005 - November 2008
Job Wealth Management Advisor at Visionary Wealth Advisors
Industry Financial Services
Experience
Visionary Wealth Advisors January 2014 - Present
Northwestern Mutual November 2008 - December 2014
Merrill Lynch June 2005 - November 2008
Northwestern Mutual December 1999 - June 2005
Skills
CFP
Education
Southern Illinois University, Carbondale 1989 — 1991
Bachelors
Visionary Wealth Advisors January 2014 - Present
Northwestern Mutual November 2008 - December 2014
Merrill Lynch June 2005 - November 2008
Northwestern Mutual December 1999 - June 2005
Skills
CFP
Education
Southern Illinois University, Carbondale 1989 — 1991
Bachelors
Ed Henrichs, CIMA Ed Henrichs, CIMA's Merrill Lynch Experience July 1996 - January 2009
Job Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2009 - Present
Merrill Lynch July 1996 - January 2009
Education
Southern Illinois University, Edwardsville 1984 — 1988
Bachelor's degree, Marketing
UBS Wealth Management January 2009 - Present
Merrill Lynch July 1996 - January 2009
Education
Southern Illinois University, Edwardsville 1984 — 1988
Bachelor's degree, Marketing
Anne Maxwell Anne Maxwell's Merrill Lynch Experience October 1999 - May 2003
Job Broker Associate at Harthside Realtors Inc.
Industry Real Estate
Experience
Harthside Realtors January 2001 - Present
Harthside Realtors Inc. January 2001 - Present
Merrill Lynch October 1999 - May 2003
Morgan Stanley Wealth Management May 1996 - October 1999
Skills
Real Estate Transactions, Selling, REO, Real Estate, Sellers, First Time Home Buyers, Listings, Relocation, Short Sales, Condos, Foreclosures, New Home Sales, Buyer Representation, Single Family Homes, Investment Properties, Sales
Education
Short Sale and Foreclosure Certfication in 2009
Illinois Real Estate License obtained in 2001 2001 — 2001
Obtained Series 7 and Series 63 in 1987
South Suburban College 1983 — 1985
Harthside Realtors January 2001 - Present
Harthside Realtors Inc. January 2001 - Present
Merrill Lynch October 1999 - May 2003
Morgan Stanley Wealth Management May 1996 - October 1999
Skills
Real Estate Transactions, Selling, REO, Real Estate, Sellers, First Time Home Buyers, Listings, Relocation, Short Sales, Condos, Foreclosures, New Home Sales, Buyer Representation, Single Family Homes, Investment Properties, Sales
Education
Short Sale and Foreclosure Certfication in 2009
Illinois Real Estate License obtained in 2001 2001 — 2001
Obtained Series 7 and Series 63 in 1987
South Suburban College 1983 — 1985
Alexander Sturm Alexander Sturm's Merrill Lynch Experience May 2013 - August 2013
Job Operations Representative at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson August 2014 - Present
Southern Illinois Foundation August 2013 - August 2014
Merrill Lynch May 2013 - August 2013
Southern Illinois University January 2012 - May 2013
Tau Kappa Epsilon Fraternity Beta-Chi Southern Illinous University January 2011 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, English, C, Matlab, Windows, Event Planning, Team Leadership, Budgets, Fundraising, Data Analysis, Money Management, Time Management, Leadership
Education
Southern Illinois University, Carbondale 2010 — 2014
Bachelor's degree in Business Management, Business, Management, Marketing, and Related Support Services
C.H. Robinson August 2014 - Present
Southern Illinois Foundation August 2013 - August 2014
Merrill Lynch May 2013 - August 2013
Southern Illinois University January 2012 - May 2013
Tau Kappa Epsilon Fraternity Beta-Chi Southern Illinous University January 2011 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, English, C, Matlab, Windows, Event Planning, Team Leadership, Budgets, Fundraising, Data Analysis, Money Management, Time Management, Leadership
Education
Southern Illinois University, Carbondale 2010 — 2014
Bachelor's degree in Business Management, Business, Management, Marketing, and Related Support Services
Patricia Wibisono's Merrill Lynch Experience August 1999 - August 2000
Job Account Sales Representative HP at MarketSource
Industry Consumer Electronics
Experience
MarketSource August 2013 - Present
T-Mobile September 2009 - December 2010
T-Mobile June 2004 - August 2009
Verizon Wireless September 2002 - June 2003
Verizon Wireless August 2000 - September 2002
Merrill Lynch August 1999 - August 2000
Skills
Direct Sales, SaaS, Retail, Pre-sales, Marketing, Sales Management, Negotiation, Customer Retention, Networking, Sales, Account Management
Education
State University of New York College at Buffalo 2009 — 2010
M.S., Supply Chain & Global Operations
Sonoma State University 1997 — 2000
Bachelor of Science (BSc), Business Administration, Marketing, 3.8
MarketSource August 2013 - Present
T-Mobile September 2009 - December 2010
T-Mobile June 2004 - August 2009
Verizon Wireless September 2002 - June 2003
Verizon Wireless August 2000 - September 2002
Merrill Lynch August 1999 - August 2000
Skills
Direct Sales, SaaS, Retail, Pre-sales, Marketing, Sales Management, Negotiation, Customer Retention, Networking, Sales, Account Management
Education
State University of New York College at Buffalo 2009 — 2010
M.S., Supply Chain & Global Operations
Sonoma State University 1997 — 2000
Bachelor of Science (BSc), Business Administration, Marketing, 3.8
Allison Cooley, CPA's Merrill Lynch Experience December 2010 - December 2010
Job Tax Senior at Republic Property Group
Industry Management Consulting
Experience
Republic Property Group October 2014 - Present
Deloitte October 2012 - Present
Deloitte January 2011 - April 2011
Merrill Lynch December 2010 - December 2010
Real Estate Tax Consultants May 2010 - August 2010
Fundación Ortega Y Gasset January 2009 - May 2009
Skills
IFRS, Tax Preparation, Income Tax, Corporate Tax, Microsoft Office, Microsoft Excel, Microsoft Word, Auditing, Finance, Tax Returns, Property Tax, Partnership Taxation
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master's degree, Accounting- Tax Concentration
Southern Methodist University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Republic Property Group October 2014 - Present
Deloitte October 2012 - Present
Deloitte January 2011 - April 2011
Merrill Lynch December 2010 - December 2010
Real Estate Tax Consultants May 2010 - August 2010
Fundación Ortega Y Gasset January 2009 - May 2009
Skills
IFRS, Tax Preparation, Income Tax, Corporate Tax, Microsoft Office, Microsoft Excel, Microsoft Word, Auditing, Finance, Tax Returns, Property Tax, Partnership Taxation
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master's degree, Accounting- Tax Concentration
Southern Methodist University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Sharon Howard Sharon Howard's Merrill Lynch Experience 2004 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2004 - 2008
Rittenhouse Nuveen Financial January 2002 - December 2002
Paychex May 2000 - January 2002
Skills
401k, Series 7, Series 63, IRA's, Retirement, Retirement Planning, Defined Benefit, Asset Allocation
Education
Southeast Missouri State University 1983 — 1988
BS, Marketing, Fashion
Merrill Lynch 2004 - 2008
Rittenhouse Nuveen Financial January 2002 - December 2002
Paychex May 2000 - January 2002
Skills
401k, Series 7, Series 63, IRA's, Retirement, Retirement Planning, Defined Benefit, Asset Allocation
Education
Southeast Missouri State University 1983 — 1988
BS, Marketing, Fashion
Brooke Biddle Brooke Biddle's Merrill Lynch Experience January 2001 - April 2001
Job Valuation Services Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP February 2013 - Present
McAllen Country Club May 2009 - February 2012
U.S. Department of State June 2008 - August 2008
University of Texas - Pan American 2004 - 2005
Miramax June 2001 - August 2001
Merrill Lynch January 2001 - April 2001
Skills
Business Development, Management, International Relations, Research, Spanish, Public Speaking, PowerPoint, Event Planning, Event Management, Public Relations, Microsoft Office, Microsoft Excel, Financial Modeling, Customer Service, client collaboration, Quantitative Analytics, Qualitative Research, Written Communication, Presentations, Training, Mentoring, Cross-functional..., Project Management, Budget, Strategic Planning, Critical Thinking, Problem Solving, Team Leadership
Education
Texas A&M University
Master of International Affairs, Concentration in National Security with a focus on Intelligence, Diplomacy, and Regional Studies, 3.69
Southern Methodist University
Bachelor of Business Administration (BBA), Finance; Minor in Science, 3.64
Grant Thornton LLP February 2013 - Present
McAllen Country Club May 2009 - February 2012
U.S. Department of State June 2008 - August 2008
University of Texas - Pan American 2004 - 2005
Miramax June 2001 - August 2001
Merrill Lynch January 2001 - April 2001
Skills
Business Development, Management, International Relations, Research, Spanish, Public Speaking, PowerPoint, Event Planning, Event Management, Public Relations, Microsoft Office, Microsoft Excel, Financial Modeling, Customer Service, client collaboration, Quantitative Analytics, Qualitative Research, Written Communication, Presentations, Training, Mentoring, Cross-functional..., Project Management, Budget, Strategic Planning, Critical Thinking, Problem Solving, Team Leadership
Education
Texas A&M University
Master of International Affairs, Concentration in National Security with a focus on Intelligence, Diplomacy, and Regional Studies, 3.69
Southern Methodist University
Bachelor of Business Administration (BBA), Finance; Minor in Science, 3.64
Homer Bush Homer Bush's Merrill Lynch Experience 2007 - 2009
Job Author at SelfEmployed
Industry Real Estate
Experience
Self-Employed September 2013 - Present
Far Pointe Investment Group LP 2010 - Present
San Diego Padres November 2013 - November 2014
You've Got Maids October 2012 - November 2013
Major League Baseball December 2012 - December 2012
Merrill Lynch 2007 - 2009
Major League Homes June 2005 - March 2007
New York Yankees; San Diego Padres; Toronto Blue Jays; Florida Marlins June 1991 - March 2005
Skills
Baseball, Sports, Coaching Baseball, Player Development, Coaching, Sports Marketing, Sports Management, Writing, Public Speaking, Football, Athletics, Youth Mentoring, Youth Development, Motivational Speaking, Personal Financial..., Social Media, Financial Advisory, Sales, Account Management, Real Estate, Investment Properties, Portfolio Management, Investment Strategies
Education
Southern Illinois University, Edwardsville 1991 — 1991
Self-Employed September 2013 - Present
Far Pointe Investment Group LP 2010 - Present
San Diego Padres November 2013 - November 2014
You've Got Maids October 2012 - November 2013
Major League Baseball December 2012 - December 2012
Merrill Lynch 2007 - 2009
Major League Homes June 2005 - March 2007
New York Yankees; San Diego Padres; Toronto Blue Jays; Florida Marlins June 1991 - March 2005
Skills
Baseball, Sports, Coaching Baseball, Player Development, Coaching, Sports Marketing, Sports Management, Writing, Public Speaking, Football, Athletics, Youth Mentoring, Youth Development, Motivational Speaking, Personal Financial..., Social Media, Financial Advisory, Sales, Account Management, Real Estate, Investment Properties, Portfolio Management, Investment Strategies
Education
Southern Illinois University, Edwardsville 1991 — 1991
John R. Russo, CFA, CAIA,CPA John R. Russo, CFA, CAIA,CPA's Merrill Lynch Experience October 2004 - March 2013
Job Chief Operating Officer and Wealth Management Advisor at Archford Capital Strategies
Industry Investment Management
Experience
Archford Capital Strategies March 2013 - Present
Merrill Lynch October 2004 - March 2013
Edward Jones Trust Company March 2002 - October 2004
KPMG July 1997 - December 1999
Education
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst Designation
Chartered Financial Analyst Institute
CFA Designation
Southeast Missouri State University 1993 — 1997
BSBA, Accounting
College for Financial Planning
Chartered Retirement Planning Counselor
American Institute of Certified Public Accountants
Certified Public Accountant
Archford Capital Strategies March 2013 - Present
Merrill Lynch October 2004 - March 2013
Edward Jones Trust Company March 2002 - October 2004
KPMG July 1997 - December 1999
Education
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst Designation
Chartered Financial Analyst Institute
CFA Designation
Southeast Missouri State University 1993 — 1997
BSBA, Accounting
College for Financial Planning
Chartered Retirement Planning Counselor
American Institute of Certified Public Accountants
Certified Public Accountant
Craig Korkow's Merrill Lynch Experience June 2000 - Present
Job Senior Vice President and Sr. Financial AdvisorMerrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2000 - Present
US Army May 1996 - June 2000
Skills
Investments, Portfolio Management, Strategic Financial..., Series 7, Retirement, Equities, Fixed Annuities, Retirement Planning, Financial Modeling, Banking, Estate Planning, Financial Analysis, Series 63, Loans, Financial Services, Mortgage Lending, Credit, Asset Management, Community Outreach, Insurance, Non-profit Volunteer, Nonprofits, Passion for Helping..., Philanthropy, Risk Management, Customer Service, Financial Planning
Education
South Dakota State University 1992 — 1996
Bachelor of Science, Economics
Merrill Lynch June 2000 - Present
US Army May 1996 - June 2000
Skills
Investments, Portfolio Management, Strategic Financial..., Series 7, Retirement, Equities, Fixed Annuities, Retirement Planning, Financial Modeling, Banking, Estate Planning, Financial Analysis, Series 63, Loans, Financial Services, Mortgage Lending, Credit, Asset Management, Community Outreach, Insurance, Non-profit Volunteer, Nonprofits, Passion for Helping..., Philanthropy, Risk Management, Customer Service, Financial Planning
Education
South Dakota State University 1992 — 1996
Bachelor of Science, Economics
Mark R Lindau Mark R Lindau's Merrill Lynch Experience January 1975 - July 2009
Job President of Lindau Capital Management
Industry Financial Services
Experience
Lindau Capital Management February 2010 - Present
Merrill Lynch January 1975 - July 2009
Skills
Series 7, Series 63, Series 65, Series 24, Series 4
Education
Southern Illinois University, Edwardsville
Graduate School of Business, Finance, General
University of Nebraska-Lincoln
Undergraduate School of Business, Economics
Lindau Capital Management February 2010 - Present
Merrill Lynch January 1975 - July 2009
Skills
Series 7, Series 63, Series 65, Series 24, Series 4
Education
Southern Illinois University, Edwardsville
Graduate School of Business, Finance, General
University of Nebraska-Lincoln
Undergraduate School of Business, Economics
Alexandra Andersen's Merrill Lynch Experience January 2013 - June 2013
Job post baccalaureate pre medical student
Industry Hospital & Health Care
Experience
UBS Wealth Management June 2013 - October 2013
Merrill Lynch January 2013 - June 2013
Skills
Options Strategies, Financial Modeling, Valuation, Corporate Finance, Bloomberg Terminal, Economics, Investment Banking, Investments, Financial Markets, Emerging Markets, Capital Markets, Bloomberg, Equity Research, Equities
Education
IE Business School 2011 — 2012
Masters in Finance, Finance
Southern Methodist University 2007 — 2011
BS, Economics/ Finance and International Studies
UBS Wealth Management June 2013 - October 2013
Merrill Lynch January 2013 - June 2013
Skills
Options Strategies, Financial Modeling, Valuation, Corporate Finance, Bloomberg Terminal, Economics, Investment Banking, Investments, Financial Markets, Emerging Markets, Capital Markets, Bloomberg, Equity Research, Equities
Education
IE Business School 2011 — 2012
Masters in Finance, Finance
Southern Methodist University 2007 — 2011
BS, Economics/ Finance and International Studies
Tim Smith Tim Smith's Merrill Lynch Experience 1991 - 1993
Job Founder at TrueAdvisor, Managing Partner at Endeavor Search Partners
Industry Staffing and Recruiting
Experience
TrueAdvisor March 2015 - Present
Endeavor Search Partners 2004 - Present
Riviera Partners 2002 - 2004
Stanton Chase International 1996 - 2002
Kinko's Corporate Services 1993 - 1996
Merrill Lynch 1991 - 1993
Skills
Private Equity, Business Strategy, Venture Capital, Start-ups, Entrepreneurship, Executive Search, Leadership, Management, Recruiting
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2010
Certification, Corporate Governance
UCLA Anderson School of Management 2001 — 2002
MDE, Entrepreneurship
University of California, Irvine - The Paul Merage School of Business 1997 — 1999
MBA, Technology, Strategy
Southern Methodist University 1986 — 1990
BS, Finance and Economics
TrueAdvisor March 2015 - Present
Endeavor Search Partners 2004 - Present
Riviera Partners 2002 - 2004
Stanton Chase International 1996 - 2002
Kinko's Corporate Services 1993 - 1996
Merrill Lynch 1991 - 1993
Skills
Private Equity, Business Strategy, Venture Capital, Start-ups, Entrepreneurship, Executive Search, Leadership, Management, Recruiting
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2010
Certification, Corporate Governance
UCLA Anderson School of Management 2001 — 2002
MDE, Entrepreneurship
University of California, Irvine - The Paul Merage School of Business 1997 — 1999
MBA, Technology, Strategy
Southern Methodist University 1986 — 1990
BS, Finance and Economics
Pete Rios Pete Rios's Merrill Lynch Experience January 2000 - May 2000
Job Supply Technician at VA Hospital
Industry Government Administration
Experience
VA Hospital June 2012 - Present
Department of Treasury/IRS January 2012 - April 2012
United States Marine Corps June 2003 - June 2011
Denny's Restaurant August 2007 - May 2010
Big 5 Sporting Goods August 2002 - March 2007
Jiffy Lube December 2004 - November 2005
Wells Fargo Bank September 2000 - June 2002
Merrill Lynch January 2000 - May 2000
California Department of Health and Human Services January 2000 - May 2000
Associated Student Productions August 1999 - May 2000
Skills
Leadership, Team Building, Team Leadership, Military, Customer Service, Logistics, Military Operations, Microsoft Office, Public Speaking, Strategic Planning, Sales, Time Management, Physical Security, Operations Management, Military Training, Supply Administration, Surveillance, Security Management, Process Improvement, Weapons Handling, Marine Corps, Marksmanship, Military Experience, Weapons Training, Firearms, Military Leadership, Financial Analysis, Mentoring, Business Development, Photoshop, Windows, Negotiation, Social Networking, Telephone Skills, Teamwork, Store Management, Retail Sales, Visual Merchandising, Loss Prevention, Data Entry, Cash Register, Merchandising, Cashiering, Inventory Control, Inventory Management, Store Operations, Profit, POS, Customer Satisfaction, Detailed Oriented
Education
US Marine Corps Supply School 2004 — 2004
Certificate
Sonoma State University 1996 — 2000
Bachelor's of Arts, Economics
South San Francisco High School 1992 — 1996
Diploma
Parkway Junior High School 1990 — 1992
General Education, General Education, 8th
Hillside Elementary School 1983 — 1990
None, None, None
VA Hospital June 2012 - Present
Department of Treasury/IRS January 2012 - April 2012
United States Marine Corps June 2003 - June 2011
Denny's Restaurant August 2007 - May 2010
Big 5 Sporting Goods August 2002 - March 2007
Jiffy Lube December 2004 - November 2005
Wells Fargo Bank September 2000 - June 2002
Merrill Lynch January 2000 - May 2000
California Department of Health and Human Services January 2000 - May 2000
Associated Student Productions August 1999 - May 2000
Skills
Leadership, Team Building, Team Leadership, Military, Customer Service, Logistics, Military Operations, Microsoft Office, Public Speaking, Strategic Planning, Sales, Time Management, Physical Security, Operations Management, Military Training, Supply Administration, Surveillance, Security Management, Process Improvement, Weapons Handling, Marine Corps, Marksmanship, Military Experience, Weapons Training, Firearms, Military Leadership, Financial Analysis, Mentoring, Business Development, Photoshop, Windows, Negotiation, Social Networking, Telephone Skills, Teamwork, Store Management, Retail Sales, Visual Merchandising, Loss Prevention, Data Entry, Cash Register, Merchandising, Cashiering, Inventory Control, Inventory Management, Store Operations, Profit, POS, Customer Satisfaction, Detailed Oriented
Education
US Marine Corps Supply School 2004 — 2004
Certificate
Sonoma State University 1996 — 2000
Bachelor's of Arts, Economics
South San Francisco High School 1992 — 1996
Diploma
Parkway Junior High School 1990 — 1992
General Education, General Education, 8th
Hillside Elementary School 1983 — 1990
None, None, None
Johnny Kang's Merrill Lynch Experience October 2010 - July 2013
Job Managing Director at Prestonwood Capital Mangement, LLC
Industry Financial Services
Experience
Prestonwood Capital Management, LLC February 2015 - Present
Clark, Waters & Hardy, LLC June 2014 - February 2015
E*TRADE Financial July 2013 - June 2014
Merrill Lynch October 2010 - July 2013
Bank of America October 2005 - October 2010
Skills
Investments, Mortgage Lending, Series 7, Loans, Banking, Credit, Financial Analysis, Finance, Portfolio Management, Equities
Education
Southern Methodist University 2003 — 2005
Bachelors, Political Science, minor: International Studies
Texas A&M University
Financial Planning Program, Financial Planning and Services, 4.0 GPA
Prestonwood Capital Management, LLC February 2015 - Present
Clark, Waters & Hardy, LLC June 2014 - February 2015
E*TRADE Financial July 2013 - June 2014
Merrill Lynch October 2010 - July 2013
Bank of America October 2005 - October 2010
Skills
Investments, Mortgage Lending, Series 7, Loans, Banking, Credit, Financial Analysis, Finance, Portfolio Management, Equities
Education
Southern Methodist University 2003 — 2005
Bachelors, Political Science, minor: International Studies
Texas A&M University
Financial Planning Program, Financial Planning and Services, 4.0 GPA
Donna Jo Enright Donna Jo Enright's Merrill Lynch Experience
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor's Degree, Business Administration and Management, General
Merrill Lynch
Skills
Series 7
Education
Southern Illinois University, Carbondale 1978 — 1982
Bachelor's Degree, Business Administration and Management, General
Carina Lukas's Merrill Lynch Experience May 2011 - August 2011
Job
Industry Investment Management
Experience
SMU Cox School of Business December 2012 - May 2014
AB June 2013 - August 2013
Grow Marketing September 2011 - October 2011
Merrill Lynch May 2011 - August 2011
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration, Finance
University of Oxford 2012 — 2012
SMU-In-Oxford
SMU Cox School of Business December 2012 - May 2014
AB June 2013 - August 2013
Grow Marketing September 2011 - October 2011
Merrill Lynch May 2011 - August 2011
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration, Finance
University of Oxford 2012 — 2012
SMU-In-Oxford
David Bauman's Merrill Lynch Experience February 2006 - May 2008
Job Manager Revenue Management Florida/MIA Hub at American Airlines
Industry Airlines/Aviation
Experience
American Airlines February 2015 - Present
American Airlines September 2013 - February 2015
American Airlines September 2012 - August 2013
American Airlines August 2010 - September 2012
American Airlines September 2009 - August 2010
AXA Equitable June 2008 - January 2009
Merrill Lynch February 2006 - May 2008
Skills
Strategic Financial..., Strategic Planning, Process Improvement, Financial Analysis, Forecasting, Budgets, Financial Modeling, Pricing, Analysis, Competitive Analysis, Cross-functional Team..., Series 7, Business Strategy, Business Analysis, Finance, Team Building, Microsoft Excel, Data Analysis, Investments, Negotiation, Airlines, Sabre, Aviation, Revenue Analysis, Performance Measurement, Business Process, Estate Planning, Pricing Strategy, Project Management
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA
Southern Methodist University 2003 — 2005
MA, Arts Administration
Southwestern University 1994 — 1999
BME, Music Education
American Airlines February 2015 - Present
American Airlines September 2013 - February 2015
American Airlines September 2012 - August 2013
American Airlines August 2010 - September 2012
American Airlines September 2009 - August 2010
AXA Equitable June 2008 - January 2009
Merrill Lynch February 2006 - May 2008
Skills
Strategic Financial..., Strategic Planning, Process Improvement, Financial Analysis, Forecasting, Budgets, Financial Modeling, Pricing, Analysis, Competitive Analysis, Cross-functional Team..., Series 7, Business Strategy, Business Analysis, Finance, Team Building, Microsoft Excel, Data Analysis, Investments, Negotiation, Airlines, Sabre, Aviation, Revenue Analysis, Performance Measurement, Business Process, Estate Planning, Pricing Strategy, Project Management
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA
Southern Methodist University 2003 — 2005
MA, Arts Administration
Southwestern University 1994 — 1999
BME, Music Education
Andrey Naumov's Merrill Lynch Experience March 2006 - December 2006
Job Code Monkey
Industry Computer Software
Experience
Morgan Stanley December 2007 - Present
Ana-Data Consulting February 2006 - December 2007
AIG Global Investment Group January 2007 - November 2007
Merrill Lynch March 2006 - December 2006
iGate Corp February 2005 - February 2006
DogBreath Software, Inc January 2003 - February 2005
TDO Software January 2003 - February 2005
NTR Lab December 2001 - April 2003
Urbantech March 1995 - February 2001
Южуралтехкомплект March 1995 - February 2001
Skills
.NET, C#, JavaScript, WCF, ASP.NET, Microsoft SQL Server, Software Development, Agile Methodologies, AJAX, Ext JS, LINQ, ML, R, Scheme, SharePoint, SQL, Sybase, Sybase Adaptive Server, Visual Studio, Web Services, WPF, XML, Oracle
Education
Coursera 2013 — 2014
Learning Freak
South Ural State University (SUSU) 1991 — 1997
Master of Science, Computer Science and Engineering
South Ural State University (SUSU) 1991 — 1995
Bachelor of Science, System Analysis and Control
Morgan Stanley December 2007 - Present
Ana-Data Consulting February 2006 - December 2007
AIG Global Investment Group January 2007 - November 2007
Merrill Lynch March 2006 - December 2006
iGate Corp February 2005 - February 2006
DogBreath Software, Inc January 2003 - February 2005
TDO Software January 2003 - February 2005
NTR Lab December 2001 - April 2003
Urbantech March 1995 - February 2001
Южуралтехкомплект March 1995 - February 2001
Skills
.NET, C#, JavaScript, WCF, ASP.NET, Microsoft SQL Server, Software Development, Agile Methodologies, AJAX, Ext JS, LINQ, ML, R, Scheme, SharePoint, SQL, Sybase, Sybase Adaptive Server, Visual Studio, Web Services, WPF, XML, Oracle
Education
Coursera 2013 — 2014
Learning Freak
South Ural State University (SUSU) 1991 — 1997
Master of Science, Computer Science and Engineering
South Ural State University (SUSU) 1991 — 1995
Bachelor of Science, System Analysis and Control
Daniel Furey's Merrill Lynch Experience 2006 - Present
Job Director, Merrill Lynch Prime Brokerage
Industry Investment Banking
Experience
Merrill Lynch 2006 - Present
UBS Global Asset Management 1999 - 2003
Education
The University of Chicago Booth School of Business 2000 — 2002
Southern Illinois University, Carbondale 1990 — 1994
BA, International Economics
Merrill Lynch 2006 - Present
UBS Global Asset Management 1999 - 2003
Education
The University of Chicago Booth School of Business 2000 — 2002
Southern Illinois University, Carbondale 1990 — 1994
BA, International Economics
Josephine McGill's Merrill Lynch Experience March 2007 - July 2009
Job Business Consultant at 3esi
Industry Oil & Energy
Experience
3esi December 2010 - Present
A division of PNC Bank January 2010 - April 2010
Merrill Lynch March 2007 - July 2009
Maniet Financial Services Network January 2006 - March 2007
Burlington Resources November 1999 - July 2004
Poco Petroleums March 1996 - November 1999
Skills
Chinese, Data Warehousing, Databases, Software Project..., Oracle E-Business Suite, Crystal Reports, Access, Visual Basic, COBOL, Lotus Notes, Data Security, Project Management, Project Planning, esi.manage, Oracle SQL, Hyperion, Excel, Word, Data Analysis, Analysis, Finance, Business Analysis, Software Development, Forecasting, Business Intelligence, Hyperion Enterprise, Microsoft Excel, Cross-functional Team..., Budgets, Microsoft Word, Integration, Process Improvement, Microsoft SQL Server, Business Process..., SQL, Requirements Analysis, PMP
Education
Southern Alberta Institute of Technology 1998 — 1999
Certificate, Database Programming/Management Certificate
University of Louisville 1989 — 1993
B.S., Mathematics with Minor in Actuarial Sciences
Pleasure Ridge Park High School 1988 — 1989
Seneca High School 1985 — 1986
3esi December 2010 - Present
A division of PNC Bank January 2010 - April 2010
Merrill Lynch March 2007 - July 2009
Maniet Financial Services Network January 2006 - March 2007
Burlington Resources November 1999 - July 2004
Poco Petroleums March 1996 - November 1999
Skills
Chinese, Data Warehousing, Databases, Software Project..., Oracle E-Business Suite, Crystal Reports, Access, Visual Basic, COBOL, Lotus Notes, Data Security, Project Management, Project Planning, esi.manage, Oracle SQL, Hyperion, Excel, Word, Data Analysis, Analysis, Finance, Business Analysis, Software Development, Forecasting, Business Intelligence, Hyperion Enterprise, Microsoft Excel, Cross-functional Team..., Budgets, Microsoft Word, Integration, Process Improvement, Microsoft SQL Server, Business Process..., SQL, Requirements Analysis, PMP
Education
Southern Alberta Institute of Technology 1998 — 1999
Certificate, Database Programming/Management Certificate
University of Louisville 1989 — 1993
B.S., Mathematics with Minor in Actuarial Sciences
Pleasure Ridge Park High School 1988 — 1989
Seneca High School 1985 — 1986
Anthony Iacullo's Merrill Lynch Experience October 1997 - December 1998
Job Principal at The Goodkind Group, LLC
Industry Staffing and Recruiting
Experience
The Goodkind Group, LLC November 2013 - Present
Bond Street Group October 2007 - November 2013
RemX Financial Staffing October 2004 - September 2007
Response Staffing April 2000 - October 2004
Deutsche Bank 1998 - 2000
Merrill Lynch October 1997 - December 1998
Skills
Leadership, Recruiting, Management, Human Resources, Talent Management, Executive Search, Advertising, Strategic Planning, Accounting, Financial Services, Sales, Temporary Staffing, Hedge Funds, Finance, Staffing Services, Applicant Tracking..., Employee Engagement, Time Management, Technical Recruiting, Internet Recruiting, Sourcing, Temporary Placement, Insurance, College Recruiting, Interviews, Executive Management, Employee Relations
Education
Towson University 1994 — 1996
BS, Political Science & Economics
Southern Connecticut State University 1992 — 1993
Brick Township High School 1988 — 1992
The Goodkind Group, LLC November 2013 - Present
Bond Street Group October 2007 - November 2013
RemX Financial Staffing October 2004 - September 2007
Response Staffing April 2000 - October 2004
Deutsche Bank 1998 - 2000
Merrill Lynch October 1997 - December 1998
Skills
Leadership, Recruiting, Management, Human Resources, Talent Management, Executive Search, Advertising, Strategic Planning, Accounting, Financial Services, Sales, Temporary Staffing, Hedge Funds, Finance, Staffing Services, Applicant Tracking..., Employee Engagement, Time Management, Technical Recruiting, Internet Recruiting, Sourcing, Temporary Placement, Insurance, College Recruiting, Interviews, Executive Management, Employee Relations
Education
Towson University 1994 — 1996
BS, Political Science & Economics
Southern Connecticut State University 1992 — 1993
Brick Township High School 1988 — 1992
Ed Vanchot's Merrill Lynch Experience October 2006 - February 2007
Job Senior Consultant at GlassHouse Technologies
Industry Information Technology and Services
Experience
GlassHouse Technologies October 2007 - Present
Pitney Bowes February 2007 - October 2007
Merrill Lynch October 2006 - February 2007
JPMorgan Chase January 2004 - October 2006
DSL.net March 2000 - January 2003
Syska Hennessy Group (ESA March 1998 - September 1999
Education
Project Management Institute 2003 — 2003
PMP, Project Management
Southern Connecticut State University 1983 — 1987
B.S., Corporate Communications
University of New Haven 1983 — 1983
Marketing
GlassHouse Technologies October 2007 - Present
Pitney Bowes February 2007 - October 2007
Merrill Lynch October 2006 - February 2007
JPMorgan Chase January 2004 - October 2006
DSL.net March 2000 - January 2003
Syska Hennessy Group (ESA March 1998 - September 1999
Education
Project Management Institute 2003 — 2003
PMP, Project Management
Southern Connecticut State University 1983 — 1987
B.S., Corporate Communications
University of New Haven 1983 — 1983
Marketing
Kevin C McGrath's Merrill Lynch Experience August 1992 - November 2000
Job Vice President at JP Morgan
Industry Banking
Experience
JPMorgan Private Bank July 2009 - Present
Banc of America Investments November 2006 - June 2009
Citigroup / Smith Barney 2001 - 2006
Citi Smith Barney 2001 - 2006
Merrill Lynch August 1992 - November 2000
Skills
Employee Stock Options, Equities, Capital Markets, Investments, Restricted Stock, Financial Services
Education
Southern Connecticut State University 1986 — 1991
Our Lady of the Assumption 1975 — 1982
JPMorgan Private Bank July 2009 - Present
Banc of America Investments November 2006 - June 2009
Citigroup / Smith Barney 2001 - 2006
Citi Smith Barney 2001 - 2006
Merrill Lynch August 1992 - November 2000
Skills
Employee Stock Options, Equities, Capital Markets, Investments, Restricted Stock, Financial Services
Education
Southern Connecticut State University 1986 — 1991
Our Lady of the Assumption 1975 — 1982
Justin Carfora's Merrill Lynch Experience June 2010 - December 2010
Job VP Regional Consultant for Sentinel Investments in Florida
Industry Financial Services
Experience
Sentinel Investments October 2014 - Present
Allianz Global Investors December 2010 - October 2014
Merrill Lynch June 2010 - December 2010
Smith Barney July 2007 - June 2010
Skills
Alternative Investments, Asset Management, Wealth Management, Series 7, Risk Management, Mutual Funds, Portfolio Management, Relationship Management, Series 63, Competitive Analysis
Education
University of New Haven 2006 — 2007
Masters, Business Education
Southern Connecticut State University 2000 — 2004
B.A., Finance/Business Management
Notre Dame High
Sentinel Investments October 2014 - Present
Allianz Global Investors December 2010 - October 2014
Merrill Lynch June 2010 - December 2010
Smith Barney July 2007 - June 2010
Skills
Alternative Investments, Asset Management, Wealth Management, Series 7, Risk Management, Mutual Funds, Portfolio Management, Relationship Management, Series 63, Competitive Analysis
Education
University of New Haven 2006 — 2007
Masters, Business Education
Southern Connecticut State University 2000 — 2004
B.A., Finance/Business Management
Notre Dame High
Ashish Raiyani's Merrill Lynch Experience 2010 - 2010
Job Sr Software Engineer at ORION
Industry Computer Software
Experience
Orion AT&T March 2014 - Present
Smart Source Technologies, Inc February 2008 - March 2014
TMX 2010 - 2011
Arizona Department of Education 2008 - February 2010
ADE 2008 - January 2010
Merrill lynch 2010 - 2010
Arizona Department of Education 2008 - 2010
Reliance Infosolutions Pvt. Ltd. 2005 - 2008
Skills
Microsoft SQL Server, XML, WCF, Web Services, ASP.NET, jQuery, C#, .NET, AJAX, SSRS, VB.NET, T-SQL, LINQ, ADO.NET, Oracle, TFS, SQL
Education
South Gujarat University 2001 — 2004
Bachelor's degree, Information Technology, First Class with Distinction
South Gujarat University 2001 — 2004
Bachelor of Engineering (BE), Information Technology, First class with Distinction Grade
Orion AT&T March 2014 - Present
Smart Source Technologies, Inc February 2008 - March 2014
TMX 2010 - 2011
Arizona Department of Education 2008 - February 2010
ADE 2008 - January 2010
Merrill lynch 2010 - 2010
Arizona Department of Education 2008 - 2010
Reliance Infosolutions Pvt. Ltd. 2005 - 2008
Skills
Microsoft SQL Server, XML, WCF, Web Services, ASP.NET, jQuery, C#, .NET, AJAX, SSRS, VB.NET, T-SQL, LINQ, ADO.NET, Oracle, TFS, SQL
Education
South Gujarat University 2001 — 2004
Bachelor's degree, Information Technology, First Class with Distinction
South Gujarat University 2001 — 2004
Bachelor of Engineering (BE), Information Technology, First class with Distinction Grade
Patrick Meyers's Merrill Lynch Experience 2006 - 2008
Job Graphic Designer at Weil, Gotshal & Manges LLP
Industry Marketing and Advertising
Experience
Weil, Gotshal & Manges LLP February 2015 - Present
Weil, Gotshal & Manges (via Aquent Studios) December 2013 - February 2015
Guggenheim Partners September 2013 - December 2013
RS Funds/Guardian Life Insurance Company of America November 2009 - June 2013
Freelance 2008 - November 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1996 - 2006
Skills
Illustrator, InDesign, Advertising, Adobe Acrobat, Layout, Photoshop, Graphics, Brochures, Web Design, Marketing, Creative Direction, Graphic Design, Adobe Creative Suite
Education
Southern Connecticut State University
Bachelor's degree, Corporate Communications
Weil, Gotshal & Manges LLP February 2015 - Present
Weil, Gotshal & Manges (via Aquent Studios) December 2013 - February 2015
Guggenheim Partners September 2013 - December 2013
RS Funds/Guardian Life Insurance Company of America November 2009 - June 2013
Freelance 2008 - November 2009
Merrill Lynch 2006 - 2008
Merrill Lynch 1996 - 2006
Skills
Illustrator, InDesign, Advertising, Adobe Acrobat, Layout, Photoshop, Graphics, Brochures, Web Design, Marketing, Creative Direction, Graphic Design, Adobe Creative Suite
Education
Southern Connecticut State University
Bachelor's degree, Corporate Communications
J.P. Patel's Merrill Lynch Experience June 2008 - January 2009
Job QA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - January 2009
Merit Industries November 2000 - December 2007
Merit Industries January 1991 - November 2000
Education
South Gujarat University
B.Engg, Mechanical Engineering
Merrill Lynch June 2008 - January 2009
Merit Industries November 2000 - December 2007
Merit Industries January 1991 - November 2000
Education
South Gujarat University
B.Engg, Mechanical Engineering
Lara A. Björk's Merrill Lynch Experience January 2009 - August 2009
Job Owner at Von Rudebeck Art Advisory
Industry Fine Art
Experience
Von Rudebeck Art Holdings Ltd. 2012 - Present
Artsy Inc. October 2013 - February 2015
Art Capital Group November 2010 - June 2013
Merrill Lynch January 2009 - August 2009
Morgan Stanley Investment Management July 2007 - December 2008
General Strategic Marketing May 2006 - August 2006
General Strategic Marketing 2006 - 2006
Skills
Valuation, Museums, Art History, Museum Collections, Arts Administration, Fine Art, Contemporary Art, Investments, Portfolio Management, Auctions, Due Diligence, Art Finance, Art Lending, Private Collections, Galleries, Art, Art Exhibitions, Visual Arts, Modern Art, Curating
Education
Sotheby's Institute of Art 2009 — 2010
Masters, Art Business
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science in Business Administration, Corporate Finance, Marketing, Fashion Merchandising Minor
Paris Fashion Institute 2005 — 2005
Graduate Certificate, Fashion
Von Rudebeck Art Holdings Ltd. 2012 - Present
Artsy Inc. October 2013 - February 2015
Art Capital Group November 2010 - June 2013
Merrill Lynch January 2009 - August 2009
Morgan Stanley Investment Management July 2007 - December 2008
General Strategic Marketing May 2006 - August 2006
General Strategic Marketing 2006 - 2006
Skills
Valuation, Museums, Art History, Museum Collections, Arts Administration, Fine Art, Contemporary Art, Investments, Portfolio Management, Auctions, Due Diligence, Art Finance, Art Lending, Private Collections, Galleries, Art, Art Exhibitions, Visual Arts, Modern Art, Curating
Education
Sotheby's Institute of Art 2009 — 2010
Masters, Art Business
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science in Business Administration, Corporate Finance, Marketing, Fashion Merchandising Minor
Paris Fashion Institute 2005 — 2005
Graduate Certificate, Fashion
Shawn Pugh's Merrill Lynch Experience 2007 - 2007
Job Senior Client Account Consultant
Industry Financial Services
Experience
Fiserv October 2007 - Present
Checkfree -- Fiserv 2007 - 2009
Merrill Lynch 2007 - 2007
TD Ameritrade February 1998 - May 2006
Education
Southern Connecticut State University 1994 — 1998
Business Admin, Business
Fiserv October 2007 - Present
Checkfree -- Fiserv 2007 - 2009
Merrill Lynch 2007 - 2007
TD Ameritrade February 1998 - May 2006
Education
Southern Connecticut State University 1994 — 1998
Business Admin, Business
Atiba Rodriguez's Merrill Lynch Experience 2004 - 2004
Job Vice President at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland February 2010 - Present
National Australia Bank March 2009 - February 2010
Lehman Brothers January 2005 - February 2009
Merrill Lynch 2004 - 2004
Skills
Finance, Financial Analysis, Banking, Risk Management, Corporate Finance, Capital Markets, Investment Banking
Education
South Carolina State University 2001 — 2004
Bachelors, Accounting
Royal Bank of Scotland February 2010 - Present
National Australia Bank March 2009 - February 2010
Lehman Brothers January 2005 - February 2009
Merrill Lynch 2004 - 2004
Skills
Finance, Financial Analysis, Banking, Risk Management, Corporate Finance, Capital Markets, Investment Banking
Education
South Carolina State University 2001 — 2004
Bachelors, Accounting
Edward Vanchot's Merrill Lynch Experience October 2006 - February 2007
Job Sr. Technical Project Manager at Anthem
Industry Information Technology and Services
Experience
Anthem, Inc. July 2013 - Present
Yale University January 2013 - June 2013
UnitedHealth Group May 2012 - October 2012
MassMutual Financial Group March 2012 - April 2012
Affinion Group January 2009 - January 2012
GlassHouse Technologies 2007 - 2008
Merrill Lynch October 2006 - February 2007
Pitney Bowes 2007 - 2007
JP Morgan January 2004 - October 2006
DSL.net 2000 - 2003
Skills
SDLC, Vendor Management, PMP, IT Management, Disaster Recovery, TCP/IP, Management, Visio, PMO, MS Project, Data Center, Project Management, Leadership, Firewalls, Process Improvement, SharePoint, Program Management, Information Technology, Servers, Change Management, Virtualization, Infrastructure, Governance, System Deployment, Business Process, Access, Technical Support, Project Planning, Strategy, Networking, Project Portfolio..., Enterprise Software, Databases, Testing, Integration, IT Strategy, Requirements Gathering, ITIL, Information Security, Enterprise Architecture, IT Service Management, Resource Management, Managed Services, Business Analysis, Project Delivery, Software Documentation, Microsoft Project
Education
Project Management Institute 2003 — 2003
PMP, Project Management
Southern Connecticut State University 1983 — 1987
B.S, Corporate Communications
Derby High School 1978 — 1982
Anthem, Inc. July 2013 - Present
Yale University January 2013 - June 2013
UnitedHealth Group May 2012 - October 2012
MassMutual Financial Group March 2012 - April 2012
Affinion Group January 2009 - January 2012
GlassHouse Technologies 2007 - 2008
Merrill Lynch October 2006 - February 2007
Pitney Bowes 2007 - 2007
JP Morgan January 2004 - October 2006
DSL.net 2000 - 2003
Skills
SDLC, Vendor Management, PMP, IT Management, Disaster Recovery, TCP/IP, Management, Visio, PMO, MS Project, Data Center, Project Management, Leadership, Firewalls, Process Improvement, SharePoint, Program Management, Information Technology, Servers, Change Management, Virtualization, Infrastructure, Governance, System Deployment, Business Process, Access, Technical Support, Project Planning, Strategy, Networking, Project Portfolio..., Enterprise Software, Databases, Testing, Integration, IT Strategy, Requirements Gathering, ITIL, Information Security, Enterprise Architecture, IT Service Management, Resource Management, Managed Services, Business Analysis, Project Delivery, Software Documentation, Microsoft Project
Education
Project Management Institute 2003 — 2003
PMP, Project Management
Southern Connecticut State University 1983 — 1987
B.S, Corporate Communications
Derby High School 1978 — 1982
Rasheed Haneef's Merrill Lynch Experience July 2000 - June 2012
Job Learning and Development Professional and Author of the book "Are You A Sales Person or A Business Owner"
Industry Financial Services
Experience
TrainingPros March 2013 - April 2013
Merrill Lynch July 2000 - June 2012
Banc of America Investments July 2000 - June 2012
Quick and Reilly July 2000 - June 2012
Morgan Stanley July 1998 - June 2000
Photocircuits Corporation 1997 - 1998
United States Navy 1982 - 1997
Skills
Coaching, Banking, Series 7, Investments, Process Improvement, Training, Program Management, Workshop Facilitation, Leadership, Management, Consulting, Instructional Design, Management Consulting, Team Building, Sales, Mutual Funds, Insurance, Team Leadership, Change Management, Financial Services, Performance Consulting, Employee Training, Public Speaking, Recruiting, Call Centers, Talent Management, E-Learning, Wealth Management, Strategy, Organizational..., Portfolio Management
Education
Southern Illinois University, Carbondale 1995 — 1997
Workforce Education and Development
Ohio Institute of Technology 1980 — 1983
TrainingPros March 2013 - April 2013
Merrill Lynch July 2000 - June 2012
Banc of America Investments July 2000 - June 2012
Quick and Reilly July 2000 - June 2012
Morgan Stanley July 1998 - June 2000
Photocircuits Corporation 1997 - 1998
United States Navy 1982 - 1997
Skills
Coaching, Banking, Series 7, Investments, Process Improvement, Training, Program Management, Workshop Facilitation, Leadership, Management, Consulting, Instructional Design, Management Consulting, Team Building, Sales, Mutual Funds, Insurance, Team Leadership, Change Management, Financial Services, Performance Consulting, Employee Training, Public Speaking, Recruiting, Call Centers, Talent Management, E-Learning, Wealth Management, Strategy, Organizational..., Portfolio Management
Education
Southern Illinois University, Carbondale 1995 — 1997
Workforce Education and Development
Ohio Institute of Technology 1980 — 1983
Janet Smith-Davis's Merrill Lynch Experience February 1978 - June 2008
Job Service Associate at Raymond James Financial
Industry Insurance
Experience
Raymond James & Assoc July 2011 - Present
Mary Kay, Inc. October 2003 - Present
Aflac November 2009 - July 2011
Merrill Lynch February 1978 - June 2008
Skills
Insurance, Equities, Portfolio Management, Team Management
Education
South University
Raymond James & Assoc July 2011 - Present
Mary Kay, Inc. October 2003 - Present
Aflac November 2009 - July 2011
Merrill Lynch February 1978 - June 2008
Skills
Insurance, Equities, Portfolio Management, Team Management
Education
South University
Sal Afridi, MBA, CPA, CFE's Merrill Lynch Experience July 2007 - December 2008
Job Public Accountant
Industry Accounting
Experience
Greenville Dialysis October 2012 - Present
Niren Patel & Associates January 2011 - October 2012
Schon Builders January 2009 - August 2010
Merrill Lynch July 2007 - December 2008
Alcoa September 2006 - April 2007
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2012
MBA, Accounting
Southern Arkansas University 2004 — 2007
B.B.A., Accounting, Finance
Greenville Dialysis October 2012 - Present
Niren Patel & Associates January 2011 - October 2012
Schon Builders January 2009 - August 2010
Merrill Lynch July 2007 - December 2008
Alcoa September 2006 - April 2007
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2012
MBA, Accounting
Southern Arkansas University 2004 — 2007
B.B.A., Accounting, Finance
Isaac Sumter's Merrill Lynch Experience May 2006 - August 2014
Job Vice President/Senior Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America August 2014 - Present
Merrill Lynch May 2006 - August 2014
Merrill Lynch May 1999 - May 2006
Prudential Real Estate Investors 1991 - May 1999
Skills
Financial Analysis, Finance, Financial Services, Financial Modeling, Analysis, Portfolio Management, Management, Accounting, Equities, Derivatives, Capital Markets, Internal Audit
Education
South Carolina State University 1971 — 1975
Bachelor's Degree, Accounting and Business/Management
Bank of America August 2014 - Present
Merrill Lynch May 2006 - August 2014
Merrill Lynch May 1999 - May 2006
Prudential Real Estate Investors 1991 - May 1999
Skills
Financial Analysis, Finance, Financial Services, Financial Modeling, Analysis, Portfolio Management, Management, Accounting, Equities, Derivatives, Capital Markets, Internal Audit
Education
South Carolina State University 1971 — 1975
Bachelor's Degree, Accounting and Business/Management
Randy Wiggs's Merrill Lynch Experience June 1994 - December 2008
Job First Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2008 - Present
Merrill Lynch June 1994 - December 2008
Skills
Asset Allocation, Mutual Funds, Wealth Management
Education
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Science (B.S.), Finance
UBS Wealth Management December 2008 - Present
Merrill Lynch June 1994 - December 2008
Skills
Asset Allocation, Mutual Funds, Wealth Management
Education
Southern Illinois University, Carbondale 1990 — 1994
Bachelor of Science (B.S.), Finance
William B. Desmond Jr.'s Merrill Lynch Experience 1990 - 2012
Job Owner, Southeastern Lubricants, Inc. Of Alabama
Industry Automotive
Experience
Southeastern Lubricants, Inc. Of Alabama May 1976 - Present
Southeastern Lubricants of Alabama 1976 - Present
Merrill Lynch 1990 - 2012
AMSOIL 1976 - 2012
NASCAR 1986 - 2003
Skills
Sponsorship, Public Relations, Sports, Lubricants, Lubrication, Social Media Marketing, Event Management, Event Planning, Social Media, Social Networking, Advertising, Marketing Communications, Media Relations, Sports Marketing, Marketing Strategy, Synthetic Lubrication, Sales, Customer Service, Press Releases, Automotive, Direct Marketing, Strategic Planning, Retail, Email Marketing, Public Speaking, Trade Shows, Brand Development, Online Marketing, Online Advertising, Entrepreneurship, Small Business, New Business Development, Integrated Marketing, B2B, Leadership, Team Building, Blogging
Education
South Dakota State University 1952 — 1956
South Dakota State University 1952 — 1956
BS, Music/Education
Yankton High School 1948 — 1952
Southeastern Lubricants, Inc. Of Alabama May 1976 - Present
Southeastern Lubricants of Alabama 1976 - Present
Merrill Lynch 1990 - 2012
AMSOIL 1976 - 2012
NASCAR 1986 - 2003
Skills
Sponsorship, Public Relations, Sports, Lubricants, Lubrication, Social Media Marketing, Event Management, Event Planning, Social Media, Social Networking, Advertising, Marketing Communications, Media Relations, Sports Marketing, Marketing Strategy, Synthetic Lubrication, Sales, Customer Service, Press Releases, Automotive, Direct Marketing, Strategic Planning, Retail, Email Marketing, Public Speaking, Trade Shows, Brand Development, Online Marketing, Online Advertising, Entrepreneurship, Small Business, New Business Development, Integrated Marketing, B2B, Leadership, Team Building, Blogging
Education
South Dakota State University 1952 — 1956
South Dakota State University 1952 — 1956
BS, Music/Education
Yankton High School 1948 — 1952
Linn Delamarter's Merrill Lynch Experience January 2000 - May 2001
Job Infrastructure Information Coordinator
Industry Government Administration
Experience
Polk County Utilities January 2011 - Present
URS Corporation May 2008 - January 2011
POST BUCKLY SCHU & JERNIGAN (PBS&J) April 2006 - April 2008
Pickett & Associates January 2004 - April 2006
Kelly Services June 2002 - March 2003
Gulf Coast Property Acquisition July 2001 - May 2002
Merrill Lynch January 2000 - May 2001
Agilent Technologies a Spin-off from Hewlett Packard March 1999 - January 2000
Hewlett-Packard January 1996 - March 1999
JAYHAWK ACCEPTANCE CORPORATION March 1995 - December 1995
Skills
Public Speaking, Microsoft Office, Project Coordination, Contract Negotiation, Technical Writing, Project Management, PowerPoint, Strategic Planning, Microsoft Excel, Program Management, Administrative..., Customer Service, Budgets, Outlook, Microsoft Word, Proposal Writing, Research, Social Media, Project Planning, Recruiting, Community Outreach, Event Management, Team Management, Public Relations, Management, Process Improvement, Contract Management, Fundraising, Engineering, Sales, Analysis, Team Building, Event Planning, Team Leadership, Software Documentation, Human Resources, Access, Policy, Leadership, Marketing, Government, Nonprofits, Data Analysis, Process Scheduler, Training, Leadership Development
Education
Southeastern University 2006 — 2008
B.S, Business and Professional Leadership
Southeastern University 2006 — 2008
Bachelor of Science (B.S.), Business and Professional Leadership
Polk County Utilities January 2011 - Present
URS Corporation May 2008 - January 2011
POST BUCKLY SCHU & JERNIGAN (PBS&J) April 2006 - April 2008
Pickett & Associates January 2004 - April 2006
Kelly Services June 2002 - March 2003
Gulf Coast Property Acquisition July 2001 - May 2002
Merrill Lynch January 2000 - May 2001
Agilent Technologies a Spin-off from Hewlett Packard March 1999 - January 2000
Hewlett-Packard January 1996 - March 1999
JAYHAWK ACCEPTANCE CORPORATION March 1995 - December 1995
Skills
Public Speaking, Microsoft Office, Project Coordination, Contract Negotiation, Technical Writing, Project Management, PowerPoint, Strategic Planning, Microsoft Excel, Program Management, Administrative..., Customer Service, Budgets, Outlook, Microsoft Word, Proposal Writing, Research, Social Media, Project Planning, Recruiting, Community Outreach, Event Management, Team Management, Public Relations, Management, Process Improvement, Contract Management, Fundraising, Engineering, Sales, Analysis, Team Building, Event Planning, Team Leadership, Software Documentation, Human Resources, Access, Policy, Leadership, Marketing, Government, Nonprofits, Data Analysis, Process Scheduler, Training, Leadership Development
Education
Southeastern University 2006 — 2008
B.S, Business and Professional Leadership
Southeastern University 2006 — 2008
Bachelor of Science (B.S.), Business and Professional Leadership
Bradley Joiner's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Mutual Funds, Investment Advisory, Alternative Investments, Investment Strategies, 401k Rollovers, 401k, Life Insurance, Risk Management, Long-term Care, Retirement Planning, Securities, Financial Advisory, Equities, Accounting, Fixed Annuities, IRAs, Estate Planning, ETFs, Wealth Management..., Term Life Insurance, Series 63, Financial Analysis, Mortgage Lending, Wealth Management, Retirement, Separately Managed..., Strategic Financial..., Investments, Asset Allocation, Insurance, Wealth Accumulation, Variable Annuities, Roth IRA, High Net Worth..., Certified Financial..., Portfolio Management, Retirement Plan..., Qualified Retirement..., Stocks, Income Protection, Financial Planning
Education
Southern Illinois University, Edwardsville 1996 — 1999
Mba, Business
College of Financial Planning 1982 — 1986
C. F. P., Financial Planning and Services
Merrill Lynch
Skills
Series 7, Mutual Funds, Investment Advisory, Alternative Investments, Investment Strategies, 401k Rollovers, 401k, Life Insurance, Risk Management, Long-term Care, Retirement Planning, Securities, Financial Advisory, Equities, Accounting, Fixed Annuities, IRAs, Estate Planning, ETFs, Wealth Management..., Term Life Insurance, Series 63, Financial Analysis, Mortgage Lending, Wealth Management, Retirement, Separately Managed..., Strategic Financial..., Investments, Asset Allocation, Insurance, Wealth Accumulation, Variable Annuities, Roth IRA, High Net Worth..., Certified Financial..., Portfolio Management, Retirement Plan..., Qualified Retirement..., Stocks, Income Protection, Financial Planning
Education
Southern Illinois University, Edwardsville 1996 — 1999
Mba, Business
College of Financial Planning 1982 — 1986
C. F. P., Financial Planning and Services
Rick Martini's Merrill Lynch Experience August 2005 - August 2010
Job Senior VicePresident, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2010 - Present
Merrill Lynch August 2005 - August 2010
Skills
Wealth Management, Retirement Planning, Retirement, Mutual Funds, Financial Advisory, Securities, Portfolio Management, Estate Planning, Asset Allocation, Wealth, 401k, Asset Management, Equities, Investments, Investment Advisory, Bonds, High Net Worth..., Financial Planning
Education
Southern Illinois University, Edwardsville 1973 — 1975
Certified Financial Planner Board
Certified Financial Planner
Raymond James 2010 - Present
Merrill Lynch August 2005 - August 2010
Skills
Wealth Management, Retirement Planning, Retirement, Mutual Funds, Financial Advisory, Securities, Portfolio Management, Estate Planning, Asset Allocation, Wealth, 401k, Asset Management, Equities, Investments, Investment Advisory, Bonds, High Net Worth..., Financial Planning
Education
Southern Illinois University, Edwardsville 1973 — 1975
Certified Financial Planner Board
Certified Financial Planner
Philip Brooks's Merrill Lynch Experience November 1976 - June 1989
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James October 2007 - Present
RBC Dain Rauscher December 1990 - October 2007
Smith Barney June 1989 - December 1990
Merrill Lynch November 1976 - June 1989
Skills
Series 7, Retirement Planning, Investments, Retirement, Finance, Securities, Mutual Funds, Investment Strategies, Wealth Management, Estate Planning, Asset Management, Investment Advisory, Mergers & Acquisitions, Series 63, Risk Management
Education
Southern Arkansas University 1970 — 1974
B.B.A. in Management, Business & Economics
Robert E Lee High School, Tyler, Texas 1967 — 1970
High School Diploma, General Studies
Raymond James October 2007 - Present
RBC Dain Rauscher December 1990 - October 2007
Smith Barney June 1989 - December 1990
Merrill Lynch November 1976 - June 1989
Skills
Series 7, Retirement Planning, Investments, Retirement, Finance, Securities, Mutual Funds, Investment Strategies, Wealth Management, Estate Planning, Asset Management, Investment Advisory, Mergers & Acquisitions, Series 63, Risk Management
Education
Southern Arkansas University 1970 — 1974
B.B.A. in Management, Business & Economics
Robert E Lee High School, Tyler, Texas 1967 — 1970
High School Diploma, General Studies
Jennifer He's Merrill Lynch Experience March 2005 - Present
Job International Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2005 - Present
Skills
Series 7, Wealth Management
Education
Southern Illinois University, Carbondale
MBA, MBA
Merrill Lynch March 2005 - Present
Skills
Series 7, Wealth Management
Education
Southern Illinois University, Carbondale
MBA, MBA
Jonathan Salaciak's Merrill Lynch Experience April 2010 - September 2012
Job Sales Supervisor
Industry Financial Services
Experience
Finacial Services Provider August 2013 - Present
Merrill Lynch April 2010 - September 2012
Senior Whole Health April 2007 - February 2009
Commonwealth Financial Network July 2006 - April 2007
Goldman Sachs May 2005 - July 2006
Charles Schwab September 1993 - May 2005
Skills
Series 7, Series 63, Series 66, Series 24, Series 9, Series 10, Sales Management, Sales Support, Compliance, Compliance Management, Financial Advisory, Operations Management, Sales Operations, Operations, Service Operations, Health Insurance, Term Life Insurance, Variable, Uniform Combined State..., Risk Management, AML, Variable Annuities, Financial Services, Wealth Management, Securities, Alternative Investments, Finance, Trading, Wealth Management..., Separately Managed...
Education
Southern Methodist University
Finacial Services Provider August 2013 - Present
Merrill Lynch April 2010 - September 2012
Senior Whole Health April 2007 - February 2009
Commonwealth Financial Network July 2006 - April 2007
Goldman Sachs May 2005 - July 2006
Charles Schwab September 1993 - May 2005
Skills
Series 7, Series 63, Series 66, Series 24, Series 9, Series 10, Sales Management, Sales Support, Compliance, Compliance Management, Financial Advisory, Operations Management, Sales Operations, Operations, Service Operations, Health Insurance, Term Life Insurance, Variable, Uniform Combined State..., Risk Management, AML, Variable Annuities, Financial Services, Wealth Management, Securities, Alternative Investments, Finance, Trading, Wealth Management..., Separately Managed...
Education
Southern Methodist University
Shaun Moore's Merrill Lynch Experience July 2011 - March 2012
Job GetChui.com
Industry Consumer Electronics
Experience
Chui January 2013 - Present
TECH LONDON ADVOCATES August 2014 - Present
Housou Mobile February 2012 - 2014
Merrill Lynch July 2011 - March 2012
Killik Asset Management June 2010 - July 2010
Whitebox Advisors June 2009 - July 2009
Skills
Start-up Ventures, Entrepreneurship, Investments, Financial Modeling, Valuation, Equities, Bloomberg, Financial Analysis, Marketing, Fundraising, Startup Development, FINRA, Alternative Investments, Bloomberg Terminal, Private Equity, Investment Banking, Portfolio Management, Start-ups, Leadership, Business Strategy
Education
University of Oxford 2013 — 2013
Computer Science
Southern Methodist University 2006 — 2010
BBA, Finance with Specialization in Alternative Asset Management
LF
Chui January 2013 - Present
TECH LONDON ADVOCATES August 2014 - Present
Housou Mobile February 2012 - 2014
Merrill Lynch July 2011 - March 2012
Killik Asset Management June 2010 - July 2010
Whitebox Advisors June 2009 - July 2009
Skills
Start-up Ventures, Entrepreneurship, Investments, Financial Modeling, Valuation, Equities, Bloomberg, Financial Analysis, Marketing, Fundraising, Startup Development, FINRA, Alternative Investments, Bloomberg Terminal, Private Equity, Investment Banking, Portfolio Management, Start-ups, Leadership, Business Strategy
Education
University of Oxford 2013 — 2013
Computer Science
Southern Methodist University 2006 — 2010
BBA, Finance with Specialization in Alternative Asset Management
LF
Robert Kroepel's Merrill Lynch Experience May 2008 - July 2008
Job State Farm Bank Credit Underwriter
Industry Financial Services
Experience
State Farm Bank March 2014 - Present
State Farm Bank February 2011 - March 2014
State Farm Bank September 2010 - February 2011
Family Golf and Learning Center March 2009 - September 2010
Beyers Lumber and Hardware May 2002 - September 2008
Merrill Lynch May 2008 - July 2008
Skills
Loans, Banking, Credit, Credit Analysis, Loan Origination, Refinance, Life Insurance, Sales, Financial Services, Call Centers, Finance, Cold Calling, Microsoft Office, Outlook, PowerPoint, Credit Cards, Microsoft Excel, Commercial Banking, Customer Service
Education
Southeast Missouri State University - Harrison College of Business 2004 — 2008
Bachelor of Science, Business Administration; Finance
State Farm Bank March 2014 - Present
State Farm Bank February 2011 - March 2014
State Farm Bank September 2010 - February 2011
Family Golf and Learning Center March 2009 - September 2010
Beyers Lumber and Hardware May 2002 - September 2008
Merrill Lynch May 2008 - July 2008
Skills
Loans, Banking, Credit, Credit Analysis, Loan Origination, Refinance, Life Insurance, Sales, Financial Services, Call Centers, Finance, Cold Calling, Microsoft Office, Outlook, PowerPoint, Credit Cards, Microsoft Excel, Commercial Banking, Customer Service
Education
Southeast Missouri State University - Harrison College of Business 2004 — 2008
Bachelor of Science, Business Administration; Finance
Devon Drew, CIMA®'s Merrill Lynch Experience May 2008 - April 2010
Job Vice President, Territory Sales at American Century Investments
Industry Investment Management
Experience
American Century Investments April 2015 - Present
Fred Alger Management May 2011 - April 2015
JP Morgan Chase April 2010 - May 2011
Merrill Lynch May 2008 - April 2010
Westrok Advisors May 2007 - May 2008
Skills
Wealth Management, Solution Selling, Series 7, Series 63, Financial Analysis, Banking, Credit, Investments, Equities, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst Program
Southern Connecticut State University 2003 — 2007
Business, Management
American Century Investments April 2015 - Present
Fred Alger Management May 2011 - April 2015
JP Morgan Chase April 2010 - May 2011
Merrill Lynch May 2008 - April 2010
Westrok Advisors May 2007 - May 2008
Skills
Wealth Management, Solution Selling, Series 7, Series 63, Financial Analysis, Banking, Credit, Investments, Equities, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst Program
Southern Connecticut State University 2003 — 2007
Business, Management
Scott Kiper's Merrill Lynch Experience 2005 - August 2006
Job Mercer Pittsburgh and Cleveland Office Leader and Pittsburgh Retirement Business Leader
Industry Human Resources
Experience
Mercer April 2012 - Present
Grant Thornton LLP November 2010 - March 2012
Towers Watson September 2008 - November 2010
Mercer August 2006 - September 2008
Merrill Lynch 2005 - August 2006
Amvescap Retirement Inc 1998 - 2005
Skills
Succession Planning, Pensions, Personnel Management, Mergers, Human Resources, Employee Benefits, Leadership, Due Diligence, Insurance, Mergers & Acquisitions, Retirement, Employment Law, Strategy, Management Consulting, Executive Pay, Deferred Compensation, Defined Contribution, Program Management, Benefits Administration, Talent Management, Defined Benefit, Performance Management, Consulting, Management, HR Consulting, Employee Engagement, 401k
Education
University of Mississippi 1992 — 1995
J.D., Law
Southern Illinois University, Carbondale 1988 — 1992
B.A., Political Science
Mercer April 2012 - Present
Grant Thornton LLP November 2010 - March 2012
Towers Watson September 2008 - November 2010
Mercer August 2006 - September 2008
Merrill Lynch 2005 - August 2006
Amvescap Retirement Inc 1998 - 2005
Skills
Succession Planning, Pensions, Personnel Management, Mergers, Human Resources, Employee Benefits, Leadership, Due Diligence, Insurance, Mergers & Acquisitions, Retirement, Employment Law, Strategy, Management Consulting, Executive Pay, Deferred Compensation, Defined Contribution, Program Management, Benefits Administration, Talent Management, Defined Benefit, Performance Management, Consulting, Management, HR Consulting, Employee Engagement, 401k
Education
University of Mississippi 1992 — 1995
J.D., Law
Southern Illinois University, Carbondale 1988 — 1992
B.A., Political Science
Gino Caira's Merrill Lynch Experience May 2008 - January 2011
Job Project Manager, Compliance Implementation Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2012 - Present
JPMorgan Chase January 2011 - February 2012
Merrill Lynch May 2008 - January 2011
Skills
Strategic Planning, Program Management, Project Management, Financial Advisory, Network Design, Research, Budget, Microsoft Office, Mac OS, Outlook, Team Management
Education
Southern Illinois University, Edwardsville
Bachelor's Degree, Electrical and Electronics Engineering
Wells Fargo Advisors, LLC February 2012 - Present
JPMorgan Chase January 2011 - February 2012
Merrill Lynch May 2008 - January 2011
Skills
Strategic Planning, Program Management, Project Management, Financial Advisory, Network Design, Research, Budget, Microsoft Office, Mac OS, Outlook, Team Management
Education
Southern Illinois University, Edwardsville
Bachelor's Degree, Electrical and Electronics Engineering
Jaya Shah's Merrill Lynch Experience July 1992 - January 1993
Job Project Leader Financial Analysis at Automatic Data Processing
Industry
Experience
Automatic Data Processing August 2010 - Present
ADP December 2006 - July 2010
ADP January 2005 - November 2006
ADP September 1995 - December 2004
Pandya and Kapadia Associates, CPA February 1993 - August 1995
Merrill Lynch July 1992 - January 1993
Skills
Forecasting, Essbase, Hyperion Enterprise, Financial Analysis, Process Improvement, Business Analysis, Sarbanes-Oxley Act, Leadership, ADP Payroll, Accounting, Financial Reporting, Analysis
Education
Kean College of New Jersey 1989 — 1990
BACHELOR, Accounting, Auditing, Finance, Business Law
South Gujarat University 1987 — 1989
BACHELOR OF COMMERCE, Accounting, Auditing
Automatic Data Processing August 2010 - Present
ADP December 2006 - July 2010
ADP January 2005 - November 2006
ADP September 1995 - December 2004
Pandya and Kapadia Associates, CPA February 1993 - August 1995
Merrill Lynch July 1992 - January 1993
Skills
Forecasting, Essbase, Hyperion Enterprise, Financial Analysis, Process Improvement, Business Analysis, Sarbanes-Oxley Act, Leadership, ADP Payroll, Accounting, Financial Reporting, Analysis
Education
Kean College of New Jersey 1989 — 1990
BACHELOR, Accounting, Auditing, Finance, Business Law
South Gujarat University 1987 — 1989
BACHELOR OF COMMERCE, Accounting, Auditing
Tracy Schmuhl's Merrill Lynch Experience 1997 - 2003
Job
Industry Investment Management
Experience
Merrill Lynch 1997 - 2003
Skills
Microsoft Office, Equities, Investments, Finance, Portfolio Management, Banking, Microsoft Word, Microsoft Excel, Outlook Express, Mortgage Lending, Social Media Marketing
Education
Sonoma State University School of Business and Economics 1995 — 1997
Bachelor's Degree, Business Administration and Management, General
Merrill Lynch 1997 - 2003
Skills
Microsoft Office, Equities, Investments, Finance, Portfolio Management, Banking, Microsoft Word, Microsoft Excel, Outlook Express, Mortgage Lending, Social Media Marketing
Education
Sonoma State University School of Business and Economics 1995 — 1997
Bachelor's Degree, Business Administration and Management, General
Derek Graves's Merrill Lynch Experience September 2006 - Present
Job Retirement Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
Skills
Series 63, Series 7, Series 6, Series 66
Education
Southern Illinois University, Carbondale 1996 — 1997
Workforce Development and Training
Merrill Lynch September 2006 - Present
Skills
Series 63, Series 7, Series 6, Series 66
Education
Southern Illinois University, Carbondale 1996 — 1997
Workforce Development and Training
Chelsa Seciwa's Merrill Lynch Experience January 2011 - January 2013
Job Business Owner at Celest Catering
Industry Individual & Family Services
Experience
Celest Catering January 2014 - Present
Institute for Tribal Environment Professionals January 2012 - Present
Caring 4 Angels 2012 - Present
Merrill Lynch January 2011 - January 2013
Bank of America January 2004 - January 2011
Skills
Entrepreneurship, Small Business, Coaching, Leadership Development, Personal Development, Team Building, Strategic Planning, Start-ups, Marketing, Social Networking, Social Media, Organizational..., Training
Education
South Mountain Community College 2008 — 2010
Associates of Applied Science, Nursing Science
Celest Catering January 2014 - Present
Institute for Tribal Environment Professionals January 2012 - Present
Caring 4 Angels 2012 - Present
Merrill Lynch January 2011 - January 2013
Bank of America January 2004 - January 2011
Skills
Entrepreneurship, Small Business, Coaching, Leadership Development, Personal Development, Team Building, Strategic Planning, Start-ups, Marketing, Social Networking, Social Media, Organizational..., Training
Education
South Mountain Community College 2008 — 2010
Associates of Applied Science, Nursing Science
Craig Zvonar's Merrill Lynch Experience July 2011 - August 2012
Job Vice President Senior Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2012 - March 2015
Merrill Lynch July 2011 - August 2012
Wells Fargo Advisors, LLC May 2008 - July 2011
Fidelity Investments July 2004 - December 2007
JB Oxford & Company August 2001 - July 2004
Education
Southern Illinois University, Carbondale 1988 — 1992
Johnsburg High School
Wells Fargo Advisors, LLC August 2012 - March 2015
Merrill Lynch July 2011 - August 2012
Wells Fargo Advisors, LLC May 2008 - July 2011
Fidelity Investments July 2004 - December 2007
JB Oxford & Company August 2001 - July 2004
Education
Southern Illinois University, Carbondale 1988 — 1992
Johnsburg High School
Jane Pacanowski's Merrill Lynch Experience February 2000 - January 2010
Job Office Administrator at Design 2 Build, Inc.
Industry Financial Services
Experience
Design 2 Build, Inc. July 2013 - Present
Bank of America Merrill Lynch January 2010 - July 2013
Merrill Lynch February 2000 - January 2010
Merrill Lynch Commodities August 1979 - February 2000
Skills
Microsoft Excel, Microsoft Word, Customer Service, Outlook, PowerPoint, Process Improvement, Research, Human Resources, Budgets, Time Management, English, Windows, Management, Project Management, Operations Management, Payroll, Finance, Administration, Troubleshooting, Administrative..., Business Process, Auditing, Employee Benefits, Office Management, Invoicing, Procurement, Illinois Notary Public, Accounts Payable &...
Education
South Suburban College 1976 — 1977
Business Administration
Thornwood High School
Design 2 Build, Inc. July 2013 - Present
Bank of America Merrill Lynch January 2010 - July 2013
Merrill Lynch February 2000 - January 2010
Merrill Lynch Commodities August 1979 - February 2000
Skills
Microsoft Excel, Microsoft Word, Customer Service, Outlook, PowerPoint, Process Improvement, Research, Human Resources, Budgets, Time Management, English, Windows, Management, Project Management, Operations Management, Payroll, Finance, Administration, Troubleshooting, Administrative..., Business Process, Auditing, Employee Benefits, Office Management, Invoicing, Procurement, Illinois Notary Public, Accounts Payable &...
Education
South Suburban College 1976 — 1977
Business Administration
Thornwood High School
Stacy Wang's Merrill Lynch Experience January 2012 - April 2012
Job CMAAS/Valuation Hybrid Associate
Industry Financial Services
Experience
PricewaterhouseCoopers September 2014 - Present
Deloitte December 2013 - April 2014
Merrill Lynch January 2012 - April 2012
Raymond James Financial Inc. August 2011 - December 2011
Skills
Stata, Research, PowerPoint, Statistics, Public Speaking, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Event Planning, Data Analysis, Analysis, Spanish, Financial Analysis, Facebook
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master's Degree, Finance, General
Rhodes College 2008 — 2012
Bachelor of Arts (B.A.), Business and Economics with concentration in accounting
上智大学 2009 — 2010
Study Abroad, International Business
PricewaterhouseCoopers September 2014 - Present
Deloitte December 2013 - April 2014
Merrill Lynch January 2012 - April 2012
Raymond James Financial Inc. August 2011 - December 2011
Skills
Stata, Research, PowerPoint, Statistics, Public Speaking, Microsoft Office, Fundraising, Microsoft Excel, Microsoft Word, Event Planning, Data Analysis, Analysis, Spanish, Financial Analysis, Facebook
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master's Degree, Finance, General
Rhodes College 2008 — 2012
Bachelor of Arts (B.A.), Business and Economics with concentration in accounting
上智大学 2009 — 2010
Study Abroad, International Business
JoLynne Anderson's Merrill Lynch Experience January 2003 - January 2008
Job Motherland (in progress)
Industry Program Development
Experience
Jacobs Journey House January 2011 - Present
Several Companies January 1974 - Present
Merrill Lynch January 2003 - January 2008
Bank of America January 2005 - 2008
Skills
Fundraising, Community Development, Program Development, Strategic Planning, Public Speaking, Public Relations, Community Outreach, Event Planning, Coaching, Volunteer Management, Start-ups, Event Management, Community Organizing, Planning, Entrepreneurship, Negotiation, Customer Relations, Team Building, Product Development, Non-profits, Organizational..., Nonprofits, Customer Service, Leadership Development, Small Business, Program Management, Project Planning
Education
South Mountain Community College 2007 — 2009
Behavioral Sciences, recovery coaching
Azusa world ministries 2000 — 2002
Theology, Applied Mission Development
Seattle Massage School 1992 — 1994
Massage Therapy, treatment massage
Jacobs Journey House January 2011 - Present
Several Companies January 1974 - Present
Merrill Lynch January 2003 - January 2008
Bank of America January 2005 - 2008
Skills
Fundraising, Community Development, Program Development, Strategic Planning, Public Speaking, Public Relations, Community Outreach, Event Planning, Coaching, Volunteer Management, Start-ups, Event Management, Community Organizing, Planning, Entrepreneurship, Negotiation, Customer Relations, Team Building, Product Development, Non-profits, Organizational..., Nonprofits, Customer Service, Leadership Development, Small Business, Program Management, Project Planning
Education
South Mountain Community College 2007 — 2009
Behavioral Sciences, recovery coaching
Azusa world ministries 2000 — 2002
Theology, Applied Mission Development
Seattle Massage School 1992 — 1994
Massage Therapy, treatment massage
Mike Bohning's Merrill Lynch Experience 1997 - 2000
Job Real Estate Appraiser at Bohning Appraisals
Industry Real Estate
Experience
Bohning Appraisals, LLC January 2011 - Present
Larry J. Wilson & Associates 2005 - 2011
First Appraisal Network Services 2002 - 2005
Merrill Lynch 1997 - 2000
Skills
Property Tax Appeals, Mobile Homes, Refinance, Land, Foreclosures, Residential, Conventional, Investment Properties, REO, Loans, Real Estate, Condos, Residential Homes, Single Family Homes, First Time Home Buyers
Education
Southeastern Louisiana University 1993 — 1997
Bachelor of Science in Finance
Bohning Appraisals, LLC January 2011 - Present
Larry J. Wilson & Associates 2005 - 2011
First Appraisal Network Services 2002 - 2005
Merrill Lynch 1997 - 2000
Skills
Property Tax Appeals, Mobile Homes, Refinance, Land, Foreclosures, Residential, Conventional, Investment Properties, REO, Loans, Real Estate, Condos, Residential Homes, Single Family Homes, First Time Home Buyers
Education
Southeastern Louisiana University 1993 — 1997
Bachelor of Science in Finance
Dexter Baber's Merrill Lynch Experience May 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch February 2010 - Present
Education
Southern Illinois University, Carbondale 2003 — 2007
BS, Economics
Merrill Lynch May 2014 - Present
Merrill Lynch February 2010 - Present
Education
Southern Illinois University, Carbondale 2003 — 2007
BS, Economics
Gregory Huffer, CIMA®'s Merrill Lynch Experience May 1987 - Present
Job Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1987 - Present
Education
Southern Illinois University, Edwardsville 1974 — 1976
Master of Business Administration (M.B.A.)
Merrill Lynch May 1987 - Present
Education
Southern Illinois University, Edwardsville 1974 — 1976
Master of Business Administration (M.B.A.)
Paul D. Keller's Merrill Lynch Experience May 2013 - Present
Job Vice President, Supervision Team Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Merrill Lynch September 2009 - May 2013
Skills
Investments, Insurance and Risk..., Estate Planning, Wealth Management..., Tax Planning, Retirement Planning and..., Project Management, Finance, Financial Planners, Mutual Funds, Financial Planning, Wealth Management, Asset Allocation, Equities, Series 7, Financial Services, Risk Management, Financial Analysis, Securities, Retirement Planning, Portfolio Management, Investment Advisory
Education
South Dakota State University
Bachelor of Science (BS), Business/Economics
Merrill Lynch May 2013 - Present
Merrill Lynch September 2009 - May 2013
Skills
Investments, Insurance and Risk..., Estate Planning, Wealth Management..., Tax Planning, Retirement Planning and..., Project Management, Finance, Financial Planners, Mutual Funds, Financial Planning, Wealth Management, Asset Allocation, Equities, Series 7, Financial Services, Risk Management, Financial Analysis, Securities, Retirement Planning, Portfolio Management, Investment Advisory
Education
South Dakota State University
Bachelor of Science (BS), Business/Economics
Edmund Nasief's Merrill Lynch Experience December 1975 - December 1980
Job Managing DirectorInvestments at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc March 1988 - Present
EF Hutton January 1980 - March 1988
Merrill Lynch December 1975 - December 1980
Education
Southern Illinois University, Edwardsville 1972 — 1974
MBA
University of Louisville 1968 — 1971
BA, Geology
UBS Financial Services Inc March 1988 - Present
EF Hutton January 1980 - March 1988
Merrill Lynch December 1975 - December 1980
Education
Southern Illinois University, Edwardsville 1972 — 1974
MBA
University of Louisville 1968 — 1971
BA, Geology
Byron Bryant's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Eli Lilly and Company 2005 - 2009
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Asset Allocation, Mutual Funds, Investment Advisory, Asset Management, Series 66, Bond Markets
Education
University of Mississippi
MBA
Southern Illinois University, Carbondale 1997 — 1999
BS, Chemistry
Reidland
Merrill Lynch 2011 - Present
Eli Lilly and Company 2005 - 2009
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Financial Analysis, Asset Allocation, Mutual Funds, Investment Advisory, Asset Management, Series 66, Bond Markets
Education
University of Mississippi
MBA
Southern Illinois University, Carbondale 1997 — 1999
BS, Chemistry
Reidland
Larry Stawar's Merrill Lynch Experience January 1980 - November 1983
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
MorganStanley SmithBarney LLC November 1983 - May 2009
Merrill Lynch January 1980 - November 1983
Education
Webster University 1977 — 1979
Master of Arts (MA), Business Administration and Management, General
Southern Illinois University, Edwardsville 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services, Inc. May 2009 - Present
MorganStanley SmithBarney LLC November 1983 - May 2009
Merrill Lynch January 1980 - November 1983
Education
Webster University 1977 — 1979
Master of Arts (MA), Business Administration and Management, General
Southern Illinois University, Edwardsville 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Sharon Masse's Merrill Lynch Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2012 - 2013
UBS November 2009 - November 2012
Skills
Administrative..., Financial Services, Series 7, Series 63, Notary Public
Education
Southern Connecticut State University 1994 — 1999
Bachelor's degree, Liberal Studies
Merrill Lynch 2012 - 2013
UBS November 2009 - November 2012
Skills
Administrative..., Financial Services, Series 7, Series 63, Notary Public
Education
Southern Connecticut State University 1994 — 1999
Bachelor's degree, Liberal Studies
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank