Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Jake Swetnam Jake Swetnam's Merrill Lynch Experience January 2010 - May 2010
Job Associate at AB Private Credit Investors
Industry Financial Services
Experience
AB July 2015 - Present
ORIX Leveraged Finance June 2011 - June 2015
The Zucker Group May 2010 - November 2010
Merrill Lynch January 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Statement..., Leveraged Finance, Corporate Finance, Financial Modeling, Credit Analysis, Business Valuation, Investments, Due Diligence, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA & BA, Finance & Spanish
AB July 2015 - Present
ORIX Leveraged Finance June 2011 - June 2015
The Zucker Group May 2010 - November 2010
Merrill Lynch January 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Statement..., Leveraged Finance, Corporate Finance, Financial Modeling, Credit Analysis, Business Valuation, Investments, Due Diligence, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA & BA, Finance & Spanish
Rocco Scundi Rocco Scundi's Merrill Lynch Experience March 2014 - August 2014
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch March 2014 - August 2014
Spencer Trask May 2013 - August 2013
University of St. Thomas September 2012 - June 2013
U.S. Lacrosse April 2012 - January 2013
Hillcrest Golf Club April 2007 - August 2012
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Finance, General
Hill-Murray High School 2008 — 2012
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch March 2014 - August 2014
Spencer Trask May 2013 - August 2013
University of St. Thomas September 2012 - June 2013
U.S. Lacrosse April 2012 - January 2013
Hillcrest Golf Club April 2007 - August 2012
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Finance, General
Hill-Murray High School 2008 — 2012
Suzanne Howley Suzanne Howley's Merrill Lynch Experience March 2005 - August 2005
Job Manager, Digital Product at Hilton Worldwide
Industry Marketing and Advertising
Experience
Hilton Worldwide August 2013 - Present
Hilton Worldwide September 2012 - Present
Art Science Web June 2010 - Present
Square One Advertising May 2012 - August 2012
MediaMind April 2011 - February 2012
Digitas December 2010 - March 2011
Forex Capital Markets September 2006 - November 2010
Holcombe Wealth Management - Financial Advisor/CPA November 2005 - May 2006
Cox School of Business - Delta Airlines Management September 2005 - December 2005
Merrill Lynch March 2005 - August 2005
Skills
Marketing Communications, Product Marketing, Sales Enablement, Omniture, Online Advertising, Google Analytics, Google Adwords, Salesforce.com, Product Management, Customer Relations, Turkish, Client Retention, Digital Strategy, Digital Marketing, Mobile Marketing, Web Analytics, Digital Media, Analytics, Online Marketing, Social Media Marketing, SEO, Marketing Strategy, PPC, Strategy, Marketing, Entrepreneurship, Business Development, Social Media, Brand Management, Email Marketing, SEM, Interactive Marketing, Creative Direction, Integrated Marketing, Lead Generation, Affiliate Marketing, Business Strategy, Strategic Partnerships, New Media, Direct Marketing
Education
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Business Administration, Finance
Hilton Worldwide August 2013 - Present
Hilton Worldwide September 2012 - Present
Art Science Web June 2010 - Present
Square One Advertising May 2012 - August 2012
MediaMind April 2011 - February 2012
Digitas December 2010 - March 2011
Forex Capital Markets September 2006 - November 2010
Holcombe Wealth Management - Financial Advisor/CPA November 2005 - May 2006
Cox School of Business - Delta Airlines Management September 2005 - December 2005
Merrill Lynch March 2005 - August 2005
Skills
Marketing Communications, Product Marketing, Sales Enablement, Omniture, Online Advertising, Google Analytics, Google Adwords, Salesforce.com, Product Management, Customer Relations, Turkish, Client Retention, Digital Strategy, Digital Marketing, Mobile Marketing, Web Analytics, Digital Media, Analytics, Online Marketing, Social Media Marketing, SEO, Marketing Strategy, PPC, Strategy, Marketing, Entrepreneurship, Business Development, Social Media, Brand Management, Email Marketing, SEM, Interactive Marketing, Creative Direction, Integrated Marketing, Lead Generation, Affiliate Marketing, Business Strategy, Strategic Partnerships, New Media, Direct Marketing
Education
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Business Administration, Finance
Trevor Wolfe Trevor Wolfe's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking Analyst at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners August 2015 - Present
Cowen and Company July 2014 - August 2015
Eagle Oil & Gas Co. August 2013 - May 2014
Cowen and Company June 2013 - August 2013
Eagle Oil & Gas Co. January 2013 - May 2013
SMU Cox School of Business August 2011 - January 2013
Carbon Voyage June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Sloat Garden Center June 2009 - June 2010
Wolfe Ranch August 2005 - June 2010
Skills
Microsoft Office, Team Leadership, Organizational Behavior, PowerPoint, Marketing, Microsoft Excel, Google Chrome, Research, Sales, Finance, Access, Investments, Economics, Time Management
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Monte Vista High School 2006 — 2010
High School Diploma
Centerview Partners August 2015 - Present
Cowen and Company July 2014 - August 2015
Eagle Oil & Gas Co. August 2013 - May 2014
Cowen and Company June 2013 - August 2013
Eagle Oil & Gas Co. January 2013 - May 2013
SMU Cox School of Business August 2011 - January 2013
Carbon Voyage June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Sloat Garden Center June 2009 - June 2010
Wolfe Ranch August 2005 - June 2010
Skills
Microsoft Office, Team Leadership, Organizational Behavior, PowerPoint, Marketing, Microsoft Excel, Google Chrome, Research, Sales, Finance, Access, Investments, Economics, Time Management
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Monte Vista High School 2006 — 2010
High School Diploma
Jordan B Jeffcott's Merrill Lynch Experience June 2012 - August 2012
Job Business Valuation Analyst at VMG Health
Industry Hospital & Health Care
Experience
VMG Health July 2014 - Present
Dower Strategic Capital, Inc. October 2012 - July 2014
Merrill Lynch June 2012 - August 2012
US Army August 2006 - March 2010
Skills
Business Communications, Reliability, Attention To Detail, Sales Management, Driving Results, Performance Management, Financial Analysis, Finance, Corporate Finance, Personal Finance, Economics, Asset Managment, Financial Risk, Leadership, Market Analysis, Non-profits, Social Networking, New Business Development, Recruiting, Problem Solving, Customer Service, PowerPoint, Nonprofits, Time Management, Business Planning, Financial Modeling, Entrepreneurship, Sales, Investments, Data Analysis, Market Research, Marketing, Strategy, Management, Community Service, Analysis, Valuation, Portfolio Management, Risk Management, Due Diligence, Forecasting
Education
Southern Methodist University - Cox School of Business 2011 — 2014
Bachelor of Business Administration, Finance, Bachelor of Science, Economics with Financial Applications
VMG Health July 2014 - Present
Dower Strategic Capital, Inc. October 2012 - July 2014
Merrill Lynch June 2012 - August 2012
US Army August 2006 - March 2010
Skills
Business Communications, Reliability, Attention To Detail, Sales Management, Driving Results, Performance Management, Financial Analysis, Finance, Corporate Finance, Personal Finance, Economics, Asset Managment, Financial Risk, Leadership, Market Analysis, Non-profits, Social Networking, New Business Development, Recruiting, Problem Solving, Customer Service, PowerPoint, Nonprofits, Time Management, Business Planning, Financial Modeling, Entrepreneurship, Sales, Investments, Data Analysis, Market Research, Marketing, Strategy, Management, Community Service, Analysis, Valuation, Portfolio Management, Risk Management, Due Diligence, Forecasting
Education
Southern Methodist University - Cox School of Business 2011 — 2014
Bachelor of Business Administration, Finance, Bachelor of Science, Economics with Financial Applications
Carolyn Hubach Carolyn Hubach's Merrill Lynch Experience July 1998 - July 2003
Job Real Estate & Investments
Industry Commercial Real Estate
Experience
ORIX Capital Markets June 2008 - September 2013
Wachovia Securities, LLC June 2005 - December 2007
Deutsche Bank Securities July 2003 - May 2005
Merrill Lynch July 1998 - July 2003
Abbey National Treasury Services January 1996 - July 1998
Salomon Brothers 1991 - 1995
Skills
Capital Markets, Structured Finance, Securitization, Portfolio Management, Fixed Income, ABS, Valuation, Alternative Investments, Real Estate Economics, Financial Structuring, Investment Banking, Private Equity, Trading, Securities, Finance, Commercial Real Estate, Real Estate, Asset Management, Bonds, Equities, Bloomberg, Leveraged Finance, Credit Analysis, Investments, CMBS, Due Diligence
Education
Southern Methodist University
BBA / BA, Business, Political Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance, Real Estate
ORIX Capital Markets June 2008 - September 2013
Wachovia Securities, LLC June 2005 - December 2007
Deutsche Bank Securities July 2003 - May 2005
Merrill Lynch July 1998 - July 2003
Abbey National Treasury Services January 1996 - July 1998
Salomon Brothers 1991 - 1995
Skills
Capital Markets, Structured Finance, Securitization, Portfolio Management, Fixed Income, ABS, Valuation, Alternative Investments, Real Estate Economics, Financial Structuring, Investment Banking, Private Equity, Trading, Securities, Finance, Commercial Real Estate, Real Estate, Asset Management, Bonds, Equities, Bloomberg, Leveraged Finance, Credit Analysis, Investments, CMBS, Due Diligence
Education
Southern Methodist University
BBA / BA, Business, Political Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance, Real Estate
Aurman Sororian Aurman Sororian's Merrill Lynch Experience March 2013 - January 2015
Job Transaction Services Valuation Intern at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Merrill Lynch March 2013 - January 2015
PwC June 2013 - August 2013
Atlas Service Link LLC December 2011 - August 2012
Skills
Accounting, Typing, Microsoft Office, Financial Accounting, Problem Solving, Communication, Time Management, Microsoft Excel, Always Punctual, Basketball, Critical Thinking, Learning Quickly, Mathematics, Data Analysis, Financial Analysis, Teamwork, Social Media, PowerPoint, Leadership, Microsoft Word, Finance, Research
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA)
PwC January 2015 - Present
Merrill Lynch March 2013 - January 2015
PwC June 2013 - August 2013
Atlas Service Link LLC December 2011 - August 2012
Skills
Accounting, Typing, Microsoft Office, Financial Accounting, Problem Solving, Communication, Time Management, Microsoft Excel, Always Punctual, Basketball, Critical Thinking, Learning Quickly, Mathematics, Data Analysis, Financial Analysis, Teamwork, Social Media, PowerPoint, Leadership, Microsoft Word, Finance, Research
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA)
Ian McKeige's Merrill Lynch Experience January 2011 - December 2011
Job Financial Analyst at Anadarko Petroleum
Industry Oil & Energy
Experience
Anadarko Petroleum July 2013 - Present
Merrill Lynch January 2011 - December 2011
IRSA - Inversiones y Representaciones S.A. June 2011 - July 2011
Balestra Capital, Ltd. December 2010 - January 2011
Epygi Technologies October 2010 - December 2010
Sean Coffey for New York State Attorney General May 2010 - September 2010
Skills
Accounting, Business Development, Analysis, Due Diligence, Access, PowerPoint, Microsoft Excel, Public Speaking, Market Research, Microsoft Office, Microsoft Word, Social Media, Bloomberg Terminal, Capital Markets, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (M.S.), Finance, General
Southern Methodist University 2008 — 2012
Bachelor of Arts (B.A.), Philosophy
Kent School 2005 — 2008
Diploma
Anadarko Petroleum July 2013 - Present
Merrill Lynch January 2011 - December 2011
IRSA - Inversiones y Representaciones S.A. June 2011 - July 2011
Balestra Capital, Ltd. December 2010 - January 2011
Epygi Technologies October 2010 - December 2010
Sean Coffey for New York State Attorney General May 2010 - September 2010
Skills
Accounting, Business Development, Analysis, Due Diligence, Access, PowerPoint, Microsoft Excel, Public Speaking, Market Research, Microsoft Office, Microsoft Word, Social Media, Bloomberg Terminal, Capital Markets, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (M.S.), Finance, General
Southern Methodist University 2008 — 2012
Bachelor of Arts (B.A.), Philosophy
Kent School 2005 — 2008
Diploma
Nikhil Iyer Nikhil Iyer's Merrill Lynch Experience June 2013 - August 2013
Job Summer Analyst at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group June 2015 - August 2015
LP Analyst September 2014 - December 2014
Green Bank June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
U.S. Fund for UNICEF June 2012 - August 2012
Education
Southern Methodist University 2012 — 2016
Bachelor of Business Administration (BBA) Finance, Bachelor of Arts (BA) Public Policy
Clements High School
Prudential Capital Group June 2015 - August 2015
LP Analyst September 2014 - December 2014
Green Bank June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
U.S. Fund for UNICEF June 2012 - August 2012
Education
Southern Methodist University 2012 — 2016
Bachelor of Business Administration (BBA) Finance, Bachelor of Arts (BA) Public Policy
Clements High School
Kristina Tran Kristina Tran's Merrill Lynch Experience 2007 - Present
Job Senior Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Skills
Analysis, Asset Management, Financial Analysis, Financial Modeling, Investments, Retirement Planning, Sales, Sales Management, Series 7, Wealth Management, Alternative Investments, Investment Advisory, Securities, Finance, Customer Service, Leadership, Management, Marketing, Project Management, Risk Management, Portfolio Management, Business Development, Strategic Planning
Education
Southern Methodist University
Professional Certificate in Financial Planning
University of Houston
•Bachelor of Business Administration in Finance, Minor: Sales
Merrill Lynch 2007 - Present
Skills
Analysis, Asset Management, Financial Analysis, Financial Modeling, Investments, Retirement Planning, Sales, Sales Management, Series 7, Wealth Management, Alternative Investments, Investment Advisory, Securities, Finance, Customer Service, Leadership, Management, Marketing, Project Management, Risk Management, Portfolio Management, Business Development, Strategic Planning
Education
Southern Methodist University
Professional Certificate in Financial Planning
University of Houston
•Bachelor of Business Administration in Finance, Minor: Sales
Nick Niver Nick Niver's Merrill Lynch Experience May 2007 - October 2008
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2009 - Present
Merrill Lynch May 2007 - October 2008
Niver's Electronics January 2002 - August 2005
Skills
SAP FI/CO, SAP Production Planning, Management Consulting, Production Planning, Manufacturing Operations, Business Process..., Business Process Design, SAP, SAP R/3, Integration, SAP ERP, ERP, Requirements Analysis, Business Process, Business Process..., SAP Implementation, Business Transformation, Master Data Management, Organizational Design, Bill of Materials, Manufacturing, Master Scheduling, Materials Management, Project Management
Education
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Science, Finance and Economics
Deloitte Consulting September 2009 - Present
Merrill Lynch May 2007 - October 2008
Niver's Electronics January 2002 - August 2005
Skills
SAP FI/CO, SAP Production Planning, Management Consulting, Production Planning, Manufacturing Operations, Business Process..., Business Process Design, SAP, SAP R/3, Integration, SAP ERP, ERP, Requirements Analysis, Business Process, Business Process..., SAP Implementation, Business Transformation, Master Data Management, Organizational Design, Bill of Materials, Manufacturing, Master Scheduling, Materials Management, Project Management
Education
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Science, Finance and Economics
Brandon Boyd Brandon Boyd's Merrill Lynch Experience December 2007 - February 2009
Job Associate at ORIX Mezzanine & Private Equity
Industry Financial Services
Experience
ORIX Mezzanine & Private Equity April 2014 - Present
Orix Corporate Capital September 2011 - April 2014
ORIX Corporate Capital June 2010 - September 2011
J.P. Morgan February 2009 - April 2010
Merrill Lynch December 2007 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Investments, Due Diligence, Equity Research
Education
Southern Methodist University 2007 — 2010
BBA, Finance
Allen High School
ORIX Mezzanine & Private Equity April 2014 - Present
Orix Corporate Capital September 2011 - April 2014
ORIX Corporate Capital June 2010 - September 2011
J.P. Morgan February 2009 - April 2010
Merrill Lynch December 2007 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Bloomberg, Portfolio Management, Alternative Investments, Investments, Due Diligence, Equity Research
Education
Southern Methodist University 2007 — 2010
BBA, Finance
Allen High School
Evan Meehan Evan Meehan's Merrill Lynch Experience September 2012 - March 2013
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
Raymond James & Associates, Inc. June 2013 - August 2013
Merrill Lynch September 2012 - March 2013
Fleet Advantage, LLC June 2012 - August 2012
Sigma Chi House Corporation of Dallas January 2012 - May 2012
PwC September 2011 - November 2011
Calloway's Nursery February 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Customer Service, Finance, Analysis, Access, Data Analysis, Bloomberg Terminal, Market Research, Mergers & Acquisitions, Bloomberg, Investment Banking, Private Equity
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.811/4
Southlake Carroll High School 2006 — 2010
The Boston Consulting Group August 2014 - Present
Raymond James & Associates, Inc. June 2013 - August 2013
Merrill Lynch September 2012 - March 2013
Fleet Advantage, LLC June 2012 - August 2012
Sigma Chi House Corporation of Dallas January 2012 - May 2012
PwC September 2011 - November 2011
Calloway's Nursery February 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Customer Service, Finance, Analysis, Access, Data Analysis, Bloomberg Terminal, Market Research, Mergers & Acquisitions, Bloomberg, Investment Banking, Private Equity
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.811/4
Southlake Carroll High School 2006 — 2010
Stephen (Steve) Graham Stephen (Steve) Graham's Merrill Lynch Experience May 1998 - May 1999
Job Vice President Sales & Marketing at BK Global, Inc
Industry Marketing and Advertising
Experience
BK Global, Inc June 2006 - Present
Military Sales & Service May 1999 - May 2006
Merrill Lynch May 1998 - May 1999
Skills
Forecasting, Budget, Negotiation, Training, Strategy, Marketing, Marketing Communications, Advertising, Business Development, New Business Development, Sales, Account Management, Budgets, Sales Management, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
MBA, Finance, Strategy, Entrepreneurship
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Finance & Economics
Jesuit College Preparatory School 1990 — 1994
Graduate
BK Global, Inc June 2006 - Present
Military Sales & Service May 1999 - May 2006
Merrill Lynch May 1998 - May 1999
Skills
Forecasting, Budget, Negotiation, Training, Strategy, Marketing, Marketing Communications, Advertising, Business Development, New Business Development, Sales, Account Management, Budgets, Sales Management, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2006
MBA, Finance, Strategy, Entrepreneurship
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Finance & Economics
Jesuit College Preparatory School 1990 — 1994
Graduate
Matthew Jurecky Matthew Jurecky's Merrill Lynch Experience 2006 - 2006
Job Head of Oil & Gas Research and Consulting
Industry Oil & Energy
Experience
GlobalData December 2011 - Present
IHS 2011 - 2011
Repsol YPF 2011 - 2011
Wood Mackenzie 2007 - 2011
GE Oil & Gas 2006 - 2006
Merrill Lynch 2006 - 2006
Skills
Upstream, Energy Industry, Downstream Oil & Gas, Oil & Gas Industry, Petroleum, Energy, Market Research, Mergers & Acquisitions, Financial Modeling, Strategy, Business Development, Forecasting, Economics, Valuation, Portfolio Management, Management, Commodity, Investments, Analysis, Finance, Business Strategy
Education
Texas A&M University, Mays Business School, College 2006 — 2007
MBA, Business Administration, Finance
Southern Methodist University - Cox School of Business 2000 — 2004
BBA, Finance/International Studies
GlobalData December 2011 - Present
IHS 2011 - 2011
Repsol YPF 2011 - 2011
Wood Mackenzie 2007 - 2011
GE Oil & Gas 2006 - 2006
Merrill Lynch 2006 - 2006
Skills
Upstream, Energy Industry, Downstream Oil & Gas, Oil & Gas Industry, Petroleum, Energy, Market Research, Mergers & Acquisitions, Financial Modeling, Strategy, Business Development, Forecasting, Economics, Valuation, Portfolio Management, Management, Commodity, Investments, Analysis, Finance, Business Strategy
Education
Texas A&M University, Mays Business School, College 2006 — 2007
MBA, Business Administration, Finance
Southern Methodist University - Cox School of Business 2000 — 2004
BBA, Finance/International Studies
Blake Fontana Blake Fontana's Merrill Lynch Experience November 2011 - March 2012
Job Real Estate Acquisitions & Finance Analyst, California West Communities
Industry Real Estate
Experience
California West Communities May 2015 - Present
Institutional Property Advisors, a Marcus & Millichap company April 2012 - April 2015
Merrill Lynch November 2011 - March 2012
Apartment Realty Advisors May 2011 - August 2011
Skills
Capital IQ, Financial Analysis, PowerPoint, Microsoft Excel, Underwriting, Strategy, Commercial Real Estate, Leases, Real Estate, Brokerage, Due Diligence, Finance, Market Research, Portfolio Management, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
Santa Fe Christian High School 2004 — 2008
California West Communities May 2015 - Present
Institutional Property Advisors, a Marcus & Millichap company April 2012 - April 2015
Merrill Lynch November 2011 - March 2012
Apartment Realty Advisors May 2011 - August 2011
Skills
Capital IQ, Financial Analysis, PowerPoint, Microsoft Excel, Underwriting, Strategy, Commercial Real Estate, Leases, Real Estate, Brokerage, Due Diligence, Finance, Market Research, Portfolio Management, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
Santa Fe Christian High School 2004 — 2008
Daniel Weinberg's Merrill Lynch Experience June 2012 - August 2012
Job President and Founder of Life Ease Products LLC, JD Candidate at SMU Dedman School of Law
Industry Wholesale
Experience
Life Ease Products LLC May 2014 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
Southern Methodist University 2015 — 2018
Doctor of Law (JD)
Southern Methodist University 2011 — 2015
Life Ease Products LLC May 2014 - Present
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
Southern Methodist University 2015 — 2018
Doctor of Law (JD)
Southern Methodist University 2011 — 2015
Kevin Hadawi Kevin Hadawi's Merrill Lynch Experience February 1999 - September 2005
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2005 - Present
Merrill Lynch February 1999 - September 2005
Bank of America Mortgage February 1994 - February 1999
Skills
Estate Planning, Financial Analysis, Risk Management, Business Development, Succession Planning, Portfolio Analysis, Finance
Education
Southern Methodist University 1987 — 1990
Bachelor of Arts (B.A.), Criminal Justice
Bryan Adams High School 1981 — 1985
Wells Fargo Advisors September 2005 - Present
Merrill Lynch February 1999 - September 2005
Bank of America Mortgage February 1994 - February 1999
Skills
Estate Planning, Financial Analysis, Risk Management, Business Development, Succession Planning, Portfolio Analysis, Finance
Education
Southern Methodist University 1987 — 1990
Bachelor of Arts (B.A.), Criminal Justice
Bryan Adams High School 1981 — 1985
Derek Jett's Merrill Lynch Experience May 1998 - January 2001
Job First Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors, LLC November 2009 - Present
UBS January 2001 - November 2009
PDI 2003 - 2008
Merrill Lynch May 1998 - January 2001
Budget Cardio & Strength January 1992 - January 2001
Skills
Investments, Asset Allocation, Finance, Financial Advisory, Retirement Planning, Customer Service, Mutual Funds, 401k, Uniform Combined State..., Alternative Investments, Securities, Wealth, Retirement, ETFs, Investing, Strategic Investment...
Education
Southern Methodist University 1984 — 1988
Business
Southern Methodist University - Cox School of Business 1984 — 1988
BBA
Coppell High School 1980 — 1984
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors, LLC November 2009 - Present
UBS January 2001 - November 2009
PDI 2003 - 2008
Merrill Lynch May 1998 - January 2001
Budget Cardio & Strength January 1992 - January 2001
Skills
Investments, Asset Allocation, Finance, Financial Advisory, Retirement Planning, Customer Service, Mutual Funds, 401k, Uniform Combined State..., Alternative Investments, Securities, Wealth, Retirement, ETFs, Investing, Strategic Investment...
Education
Southern Methodist University 1984 — 1988
Business
Southern Methodist University - Cox School of Business 1984 — 1988
BBA
Coppell High School 1980 — 1984
Gary Recer, CPA Gary Recer, CPA's Merrill Lynch Experience 2008 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Gary L. Recer, CPA June 1989 - January 2008
First City National Bank - Westheimer Plaza April 1987 - June 1989
First City National Bank of Houston February 1984 - March 1987
Skills
Accounting, Banking, Business Development, Business Strategy, Contract Negotiation, Corporate Finance, Credit, Customer Service, Finance, Financial Analysis, Financial Modeling, Fixed Annuities, Investment Properties, Investments, Management, Managerial Finance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Project Management, PowerPoint, Public Speaking, Real Estate, Research, Risk Management, Sales, Sales Management, Series 7, Strategic Financial..., Team Building
Education
Southern Methodist University
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Houston
Master of Science in Accountancy, Accountancy
University of North Texas
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch 2008 - Present
Gary L. Recer, CPA June 1989 - January 2008
First City National Bank - Westheimer Plaza April 1987 - June 1989
First City National Bank of Houston February 1984 - March 1987
Skills
Accounting, Banking, Business Development, Business Strategy, Contract Negotiation, Corporate Finance, Credit, Customer Service, Finance, Financial Analysis, Financial Modeling, Fixed Annuities, Investment Properties, Investments, Management, Managerial Finance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Project Management, PowerPoint, Public Speaking, Real Estate, Research, Risk Management, Sales, Sales Management, Series 7, Strategic Financial..., Team Building
Education
Southern Methodist University
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Houston
Master of Science in Accountancy, Accountancy
University of North Texas
Bachelor of Business Administration (BBA), Finance, General
Max Joseph Max Joseph's Merrill Lynch Experience June 2005 - August 2005
Job Senior Analyst at JLL
Industry Real Estate
Experience
JLL April 2015 - Present
SMU Cox School of Business August 2013 - Present
7-Eleven June 2014 - August 2014
The Ritz-Carlton Hotel Company LLC December 2006 - June 2013
WJXT News Channel May 2006 - July 2006
Merrill Lynch June 2005 - August 2005
Southern Methodist University 2004 - 2005
Skills
Hotels, Sales Management, Hospitality, Hospitality Management, Revenue Analysis, Hospitality Industry, Hotel Management, Tourism, Resorts, Direct Sales, Team Leadership, Sales & Marketing..., Contract Negotiation, Presentations, Client Development, Building High..., Pre-opening, Sales, Front Office, Leadership, Rooms Division, Management, Budgets, Meeting Planning, Yield Management, Restaurants, Food & Beverage, Banquets, Customer Satisfaction, Event Management
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Southern Methodist University 2003 — 2006
Bachelor of Arts (B.A.)
Southern Methodist University, Meadows school of the Arts 2003 — 2006
Bachelor of Arts
Southern Methodist University in Italy 2003 — 2006
Bachelor of Arts (B.A.)
University of North Florida 2004 — 2004
JLL April 2015 - Present
SMU Cox School of Business August 2013 - Present
7-Eleven June 2014 - August 2014
The Ritz-Carlton Hotel Company LLC December 2006 - June 2013
WJXT News Channel May 2006 - July 2006
Merrill Lynch June 2005 - August 2005
Southern Methodist University 2004 - 2005
Skills
Hotels, Sales Management, Hospitality, Hospitality Management, Revenue Analysis, Hospitality Industry, Hotel Management, Tourism, Resorts, Direct Sales, Team Leadership, Sales & Marketing..., Contract Negotiation, Presentations, Client Development, Building High..., Pre-opening, Sales, Front Office, Leadership, Rooms Division, Management, Budgets, Meeting Planning, Yield Management, Restaurants, Food & Beverage, Banquets, Customer Satisfaction, Event Management
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Southern Methodist University 2003 — 2006
Bachelor of Arts (B.A.)
Southern Methodist University, Meadows school of the Arts 2003 — 2006
Bachelor of Arts
Southern Methodist University in Italy 2003 — 2006
Bachelor of Arts (B.A.)
University of North Florida 2004 — 2004
Brandon S. Wesley Brandon S. Wesley's Merrill Lynch Experience January 2007 - May 2007
Job Graduate Management Associate, Toyota Financial Services
Industry Financial Services
Experience
Toyota USA 2015 - Present
Cypress Equities June 2014 - September 2014
State Street December 2010 - June 2013
State Street February 2010 - December 2010
State Street February 2008 - February 2010
Gatton College of Business and Economics at the University of Kentucky May 2007 - December 2007
Merrill Lynch January 2007 - May 2007
Smith Barney January 2006 - May 2006
Skills
Hedge Funds, Equities, Financial Analysis, Bloomberg, Financial Reporting, Fixed Income, Accounting, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Investments, Securities, Alternative Investments, Private Equity, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Kentucky 2003 — 2007
Bachelor's Degree, Finance
Toyota USA 2015 - Present
Cypress Equities June 2014 - September 2014
State Street December 2010 - June 2013
State Street February 2010 - December 2010
State Street February 2008 - February 2010
Gatton College of Business and Economics at the University of Kentucky May 2007 - December 2007
Merrill Lynch January 2007 - May 2007
Smith Barney January 2006 - May 2006
Skills
Hedge Funds, Equities, Financial Analysis, Bloomberg, Financial Reporting, Fixed Income, Accounting, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Investments, Securities, Alternative Investments, Private Equity, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Kentucky 2003 — 2007
Bachelor's Degree, Finance
Ben Moss Ben Moss's Merrill Lynch Experience 1998 - 2000
Job Partner at Greenridge Investment Partners
Industry Venture Capital & Private Equity
Experience
Greenridge Investment Partners 2010 - Present
Veriforce, LLC July 2014 - Present
Nurses Case Management June 2013 - Present
AppleCare Immediate Care September 2011 - Present
Centennial Ventures 2004 - 2009
Grande Communications 2000 - 2004
Merrill Lynch 1998 - 2000
Skills
Private Equity, Valuation, Investments, Financial Modeling, Venture Capital, Investment Banking, Strategic Partnerships, Finance, Start-ups, Business Development, Corporate Development, Capital, Due Diligence, Mergers & Acquisitions, Buyouts, Business Strategy, Strategy, Mergers, Entrepreneurship, Selling
Education
Southern Methodist University 1994 — 1998
BBA with Honors in Finance
Greenridge Investment Partners 2010 - Present
Veriforce, LLC July 2014 - Present
Nurses Case Management June 2013 - Present
AppleCare Immediate Care September 2011 - Present
Centennial Ventures 2004 - 2009
Grande Communications 2000 - 2004
Merrill Lynch 1998 - 2000
Skills
Private Equity, Valuation, Investments, Financial Modeling, Venture Capital, Investment Banking, Strategic Partnerships, Finance, Start-ups, Business Development, Corporate Development, Capital, Due Diligence, Mergers & Acquisitions, Buyouts, Business Strategy, Strategy, Mergers, Entrepreneurship, Selling
Education
Southern Methodist University 1994 — 1998
BBA with Honors in Finance
Sarah-Louise Moss Sarah-Louise Moss's Merrill Lynch Experience May 2012 - August 2012
Job Accessories Market Assistant at Vogue
Industry Apparel & Fashion
Experience
Vogue August 2015 - Present
Vogue July 2015 - August 2015
Marie Claire December 2014 - January 2015
Harper's Bazaar May 2014 - August 2014
ELLE Magazine May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Windows, Time Management, Public Relations, Fashion, Marketing, Facebook, Social Networking
Education
SMU 2011 — 2015
Vogue August 2015 - Present
Vogue July 2015 - August 2015
Marie Claire December 2014 - January 2015
Harper's Bazaar May 2014 - August 2014
ELLE Magazine May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Windows, Time Management, Public Relations, Fashion, Marketing, Facebook, Social Networking
Education
SMU 2011 — 2015
William Hundley William Hundley's Merrill Lynch Experience May 2010 - April 2012
Job Vice President at Energy Spectrum Advisors
Industry Investment Banking
Experience
Energy Spectrum Advisors Inc. May 2012 - Present
Merrill Lynch May 2010 - April 2012
Maguire Energy Institute September 2009 - May 2010
Network of Business Associates July 2009 - May 2010
Ernst & Young June 2009 - August 2009
Raymond James (formerly Morgan Keegan) June 2007 - August 2007
Merrill Lynch Divestiture Advisors (formerly Petrie Parkman & Co.) June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Due Diligence, Microsoft Excel, Investments, Corporate Finance, Microsoft Office, Mergers & Acquisitions, Mergers, Strategy, PowerPoint, Analysis, Private Equity, Renewable Energy, Divestitures, Portfolio Management, CRM, Capital IQ, Finance, Product Development
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MSA, Finance
Southern Methodist University - Cox School of Business 2005 — 2009
BBA, Financial Consulting, Spanish
Energy Spectrum Advisors Inc. May 2012 - Present
Merrill Lynch May 2010 - April 2012
Maguire Energy Institute September 2009 - May 2010
Network of Business Associates July 2009 - May 2010
Ernst & Young June 2009 - August 2009
Raymond James (formerly Morgan Keegan) June 2007 - August 2007
Merrill Lynch Divestiture Advisors (formerly Petrie Parkman & Co.) June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Due Diligence, Microsoft Excel, Investments, Corporate Finance, Microsoft Office, Mergers & Acquisitions, Mergers, Strategy, PowerPoint, Analysis, Private Equity, Renewable Energy, Divestitures, Portfolio Management, CRM, Capital IQ, Finance, Product Development
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MSA, Finance
Southern Methodist University - Cox School of Business 2005 — 2009
BBA, Financial Consulting, Spanish
Murphy Moore Murphy Moore's Merrill Lynch Experience August 2005 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2005 - Present
Eastman Kodak 1972 - 2004
Skills
Investments, Estate Planning, Retirement Planning, Tax
Education
SMU 1966 — 1971
Master of Business Administration (MBA), Finance, General
Merrill Lynch August 2005 - Present
Eastman Kodak 1972 - 2004
Skills
Investments, Estate Planning, Retirement Planning, Tax
Education
SMU 1966 — 1971
Master of Business Administration (MBA), Finance, General
Gina Cangelosi's Merrill Lynch Experience July 2011 - August 2011
Job Diamond Specialist, RNDC
Industry Food & Beverages
Experience
Republic National Distributing Company March 2015 - Present
Republic National Distributing Company February 2014 - February 2015
Republic National Distributing Company September 2012 - February 2014
D Magazine August 2011 - December 2011
Merrill Lynch July 2011 - August 2011
Arch Lab June 2010 - July 2010
The Cooper Institute January 2010 - May 2010
Skills
Facebook, Blogging, Research, Microsoft Office, Wine & Spirits Industry, Direct Sales, Wordpress, Travel, Twitter, Writing, Wine Tasting, Red Wine, Alcohol Licensing, Salesman of the year, Salesman of the 3rd..., Wine, Social Media Marketing, Social Networking, WordPress
Education
Southern Methodist University 2008 — 2012
Bachelor of Applied Science (BASc), Psychology, Senior
SMU Summer Abroad in Oxford 2010 — 2010
History, Junior
Antonian College Preparatory 2004 — 2008
Republic National Distributing Company March 2015 - Present
Republic National Distributing Company February 2014 - February 2015
Republic National Distributing Company September 2012 - February 2014
D Magazine August 2011 - December 2011
Merrill Lynch July 2011 - August 2011
Arch Lab June 2010 - July 2010
The Cooper Institute January 2010 - May 2010
Skills
Facebook, Blogging, Research, Microsoft Office, Wine & Spirits Industry, Direct Sales, Wordpress, Travel, Twitter, Writing, Wine Tasting, Red Wine, Alcohol Licensing, Salesman of the year, Salesman of the 3rd..., Wine, Social Media Marketing, Social Networking, WordPress
Education
Southern Methodist University 2008 — 2012
Bachelor of Applied Science (BASc), Psychology, Senior
SMU Summer Abroad in Oxford 2010 — 2010
History, Junior
Antonian College Preparatory 2004 — 2008
Tomas Esteve's Merrill Lynch Experience August 1992 - February 2008
Job Director at GEF Financial Group
Industry Financial Services
Experience
GEF Financial Group December 2013 - Present
FNB Insurance Agency January 2009 - December 2013
Merrill Lynch August 1992 - February 2008
Merrill Lynch August 1992 - February 2008
Merrill Lynch January 2006 - January 2008
Skills
Equities, Fixed Income, Wealth Management, Series 7, Alternative Investments, Retirement Planning, Investments, Financial Analysis, Asset Allocation, Loans, Series 63, Investment Advisory, Due Diligence, Investment Strategies, Valuation, Hedge Funds, Financial Modeling, Securities, Asset Managment, Portfolio Management
Education
Southern Methodist University 1981 — 1985
BA, Economics
GEF Financial Group December 2013 - Present
FNB Insurance Agency January 2009 - December 2013
Merrill Lynch August 1992 - February 2008
Merrill Lynch August 1992 - February 2008
Merrill Lynch January 2006 - January 2008
Skills
Equities, Fixed Income, Wealth Management, Series 7, Alternative Investments, Retirement Planning, Investments, Financial Analysis, Asset Allocation, Loans, Series 63, Investment Advisory, Due Diligence, Investment Strategies, Valuation, Hedge Funds, Financial Modeling, Securities, Asset Managment, Portfolio Management
Education
Southern Methodist University 1981 — 1985
BA, Economics
Crystal Scanio, CRPC Crystal Scanio, CRPC's Merrill Lynch Experience 2008 - 2012
Job Experienced financial professional
Industry Financial Services
Experience
Merrill Lynch 2008 - 2012
AXA Advisors 2006 - 2008
Skills
Spanish, Chartered retirement...
Education
Southern Methodist University 2007 — 2009
Certificate in financial planning
Texas Tech University - Rawls College of Business 2002 — 2006
Bachelor business administration, International business
Merrill Lynch 2008 - 2012
AXA Advisors 2006 - 2008
Skills
Spanish, Chartered retirement...
Education
Southern Methodist University 2007 — 2009
Certificate in financial planning
Texas Tech University - Rawls College of Business 2002 — 2006
Bachelor business administration, International business
Satchel Park's Merrill Lynch Experience May 2012 - July 2012
Job Research Associate at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. June 2014 - Present
Westwood Holding Group June 2013 - July 2013
Merrill Lynch May 2012 - July 2012
Skills
Finance, Investments, Valuation, Forecasting, Capital Markets, Investment Management, Wealth Management, Mortgage Lending, Microsoft Excel, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, PowerPoint, Bloomberg, Microsoft Office, Accounting, Microsoft Word, Portfolio Management, Banking
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Westwood Holdings Group, Inc. June 2014 - Present
Westwood Holding Group June 2013 - July 2013
Merrill Lynch May 2012 - July 2012
Skills
Finance, Investments, Valuation, Forecasting, Capital Markets, Investment Management, Wealth Management, Mortgage Lending, Microsoft Excel, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, PowerPoint, Bloomberg, Microsoft Office, Accounting, Microsoft Word, Portfolio Management, Banking
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Andrew Coffing Andrew Coffing's Merrill Lynch Experience February 2007 - February 2008
Job Senior Associate M&A Advisory at PwC
Industry Management Consulting
Experience
PwC August 2015 - Present
PwC June 2014 - August 2014
Luminant Power March 2012 - August 2013
TXU Energy September 2010 - March 2012
Portola Constructors November 2009 - August 2010
HBK Investments May 2008 - August 2008
Merrill Lynch February 2007 - February 2008
Skills
Microsoft Excel, Analysis, Corporate Finance, Process Improvement, Forecasting, Financial Analysis, Financial Modeling, Oracle Applications, Trained in Microsoft..., Finance, Business Planning
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration, Finance
Southern Methodist University - Dedman College 2005 — 2009
Bachelors of Science, Economics with Financial Applications
PwC August 2015 - Present
PwC June 2014 - August 2014
Luminant Power March 2012 - August 2013
TXU Energy September 2010 - March 2012
Portola Constructors November 2009 - August 2010
HBK Investments May 2008 - August 2008
Merrill Lynch February 2007 - February 2008
Skills
Microsoft Excel, Analysis, Corporate Finance, Process Improvement, Forecasting, Financial Analysis, Financial Modeling, Oracle Applications, Trained in Microsoft..., Finance, Business Planning
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration, Finance
Southern Methodist University - Dedman College 2005 — 2009
Bachelors of Science, Economics with Financial Applications
Courtney Costello Courtney Costello's Merrill Lynch Experience 2006 - 2007
Job Financial Services | Sales Strategy | Client Relationship Management
Industry Financial Services
Experience
Hutchinson, Shockey, Erley & Co. October 2012 - Present
Raymond James Financial Inc. (Morgan Keegan) January 2009 - September 2012
LA Fitness 2009 - 2011
JP Morgan Chase June 2007 - January 2009
Merrill Lynch 2006 - 2007
SMU 2005 - 2007
Skills
Investment Banking, Financial Analysis, Series 7, Finance, Series 63, Valuation, Direct Sales, Municipalities, Microsoft Excel, Bond finance, Excel, Debt Restructuring, Capital Markets, Negotiation, Relationship Management, Client Development, Business Strategy, Tax-Exempt Debt, Client Presentation, Team Management, Communication, Economics, Pipeline Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
MBA
Southern Methodist University - Cox School of Business 2003 — 2007
BBA
Southern Methodist University - Dedman College 2003 — 2007
BA
Fundación Jose Ortega y Gasset
Spanish
Flower Mound High School 1999 — 2003
Hutchinson, Shockey, Erley & Co. October 2012 - Present
Raymond James Financial Inc. (Morgan Keegan) January 2009 - September 2012
LA Fitness 2009 - 2011
JP Morgan Chase June 2007 - January 2009
Merrill Lynch 2006 - 2007
SMU 2005 - 2007
Skills
Investment Banking, Financial Analysis, Series 7, Finance, Series 63, Valuation, Direct Sales, Municipalities, Microsoft Excel, Bond finance, Excel, Debt Restructuring, Capital Markets, Negotiation, Relationship Management, Client Development, Business Strategy, Tax-Exempt Debt, Client Presentation, Team Management, Communication, Economics, Pipeline Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
MBA
Southern Methodist University - Cox School of Business 2003 — 2007
BBA
Southern Methodist University - Dedman College 2003 — 2007
BA
Fundación Jose Ortega y Gasset
Spanish
Flower Mound High School 1999 — 2003
Kosta Velis, CIMA, CFP's Merrill Lynch Experience June 1994 - August 1999
Job Managing Director at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow May 2015 - Present
Stoever Glass Wealth Management March 2014 - May 2015
Aurum Options Strategies August 2013 - May 2015
Method Enterprises, LLC March 2013 - July 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney August 1999 - February 2011
Merrill Lynch June 1994 - August 1999
Skills
Alternative Investments, Wealth Management, Asset Allocation, Securities, FINRA, Financial Advisory, Finance, Investments, Series 7, Retirement Planning, Strategic Financial..., Options, Financial Services, Recruiting, Leadership Development, Investment Advisory, Asset Management, High Net Worth..., Equities, Mutual Funds, Fixed Income, Stocks, Microsoft Office, Mergers & Acquisitions, Series 24, Series 63, Mergers, Risk Management, Financial Analysis, Insurance, ETFs, Bonds, Investment Management, Portfolio Management, Investment Strategies, Wealth Management..., Hedge Funds, Wealth, Series 65, Estate Planning, Financial Markets, Fund Of Funds, Due Diligence, Financial Modeling, Hedging, Commodity
Education
Wharton School, University of Pennsylvania 2005 — 2005
Certified Investment Management Analyst (CIMA), Certified Investment Management Analyst (CIMA)
The American College 1997 — 2000
Certified Financial Planner (CFP), Certified Financial Planner (CFP)
Southern Methodist University 1990 — 1994
Bachelor's degree, Political Science and Government
The Lawrenceville School 1985 — 1990
BB&T Scott & Stringfellow May 2015 - Present
Stoever Glass Wealth Management March 2014 - May 2015
Aurum Options Strategies August 2013 - May 2015
Method Enterprises, LLC March 2013 - July 2013
Ameriprise Financial Services, Inc. November 2011 - December 2012
Morgan Stanley Smith Barney August 1999 - February 2011
Merrill Lynch June 1994 - August 1999
Skills
Alternative Investments, Wealth Management, Asset Allocation, Securities, FINRA, Financial Advisory, Finance, Investments, Series 7, Retirement Planning, Strategic Financial..., Options, Financial Services, Recruiting, Leadership Development, Investment Advisory, Asset Management, High Net Worth..., Equities, Mutual Funds, Fixed Income, Stocks, Microsoft Office, Mergers & Acquisitions, Series 24, Series 63, Mergers, Risk Management, Financial Analysis, Insurance, ETFs, Bonds, Investment Management, Portfolio Management, Investment Strategies, Wealth Management..., Hedge Funds, Wealth, Series 65, Estate Planning, Financial Markets, Fund Of Funds, Due Diligence, Financial Modeling, Hedging, Commodity
Education
Wharton School, University of Pennsylvania 2005 — 2005
Certified Investment Management Analyst (CIMA), Certified Investment Management Analyst (CIMA)
The American College 1997 — 2000
Certified Financial Planner (CFP), Certified Financial Planner (CFP)
Southern Methodist University 1990 — 1994
Bachelor's degree, Political Science and Government
The Lawrenceville School 1985 — 1990
Blake Latson Blake Latson's Merrill Lynch Experience January 2003 - December 2004
Job Investment Professional | Corporate Finance | Treasury Management
Industry Investment Management
Experience
Undisclosed Clients August 2012 - Present
Beal Bank 2010 - 2012
CSG Investments March 2009 - February 2010
Security Savings Bank 2007 - 2009
CSG Investments 2005 - 2007
Merrill Lynch January 2003 - December 2004
Southwest Securities 2000 - 2002
JCPenney 1995 - 2000
Deluxe Corporation 1989 - 1993
Skills
Investment Management, Portfolio Management, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Hedge Funds, Distressed Debt, Senior Debt, Fixed Income, Underwriting, Bonds, Commercial Banking, Credit, Financial Structuring, Mergers, Capital Structure, Loan Origination, Commercial Real Estate, REIT, Treasury Management, Loans, Banking, Securities, Mergers & Acquisitions, Valuation, Asset Management, Investments, Finance, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1990
BBA, International Business
Undisclosed Clients August 2012 - Present
Beal Bank 2010 - 2012
CSG Investments March 2009 - February 2010
Security Savings Bank 2007 - 2009
CSG Investments 2005 - 2007
Merrill Lynch January 2003 - December 2004
Southwest Securities 2000 - 2002
JCPenney 1995 - 2000
Deluxe Corporation 1989 - 1993
Skills
Investment Management, Portfolio Management, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Hedge Funds, Distressed Debt, Senior Debt, Fixed Income, Underwriting, Bonds, Commercial Banking, Credit, Financial Structuring, Mergers, Capital Structure, Loan Origination, Commercial Real Estate, REIT, Treasury Management, Loans, Banking, Securities, Mergers & Acquisitions, Valuation, Asset Management, Investments, Finance, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1990
BBA, International Business
Colin Moynahan Colin Moynahan's Merrill Lynch Experience July 2014 - February 2015
Job Sales Associate at SnapCap
Industry Banking
Experience
SnapCap February 2015 - Present
Merrill Lynch July 2014 - February 2015
Bank of America June 2012 - June 2014
JPMorgan Chase June 2011 - August 2011
Education
Wake Forest University 2013 — 2014
Certificate in Financial Planning
Southern Methodist University - Cox School of Business 2008 — 2012
SnapCap February 2015 - Present
Merrill Lynch July 2014 - February 2015
Bank of America June 2012 - June 2014
JPMorgan Chase June 2011 - August 2011
Education
Wake Forest University 2013 — 2014
Certificate in Financial Planning
Southern Methodist University - Cox School of Business 2008 — 2012
Kent Woodard Kent Woodard's Merrill Lynch Experience January 1992 - December 2000
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 2005 - Present
Legg Mason January 2000 - July 2005
Merrill. Lynch January 1992 - December 2000
First City National Bank of Houston January 1974 - October 1991
Skills
Wealth Management..., Finance, Management, Financial Services, Project Planning, Financial Analysis, Tax, Commercial Lending, Corporate Finance, Credit Analysis, Risk Management, Financial Structuring, Commercial Banking
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance/Marketing
Thunderbird School of Global Management 1972 — 1973
MIM, International Management
Culver Military Academy 1964 — 1968
Southern Methodist University 1985 — 1988
Southwestern Graduate School of Banking, Banking
Raymond James July 2005 - Present
Legg Mason January 2000 - July 2005
Merrill. Lynch January 1992 - December 2000
First City National Bank of Houston January 1974 - October 1991
Skills
Wealth Management..., Finance, Management, Financial Services, Project Planning, Financial Analysis, Tax, Commercial Lending, Corporate Finance, Credit Analysis, Risk Management, Financial Structuring, Commercial Banking
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance/Marketing
Thunderbird School of Global Management 1972 — 1973
MIM, International Management
Culver Military Academy 1964 — 1968
Southern Methodist University 1985 — 1988
Southwestern Graduate School of Banking, Banking
Ronnie Powell, CFP® Ronnie Powell, CFP®'s Merrill Lynch Experience 1994 - 2002
Job Region President and Managing Director with Northern Trust
Industry Financial Services
Experience
Northern Trust October 2006 - Present
Smith Barney October 2002 - October 2006
Merrill Lynch 1994 - 2002
Skills
Wealth Management..., Retirement Planning, Investment Management, Series 63, Series 7, Finance, Banking, Financial Services, Business Strategy, Private Banking, Strategic Financial..., Personal Finance, Portfolio Management, Asset Management, Wealth Management, Securities, Financial Planning
Education
Southern Methodist University - Cox School of Business 1988 — 1992
BBA, General Business
Northern Trust October 2006 - Present
Smith Barney October 2002 - October 2006
Merrill Lynch 1994 - 2002
Skills
Wealth Management..., Retirement Planning, Investment Management, Series 63, Series 7, Finance, Banking, Financial Services, Business Strategy, Private Banking, Strategic Financial..., Personal Finance, Portfolio Management, Asset Management, Wealth Management, Securities, Financial Planning
Education
Southern Methodist University - Cox School of Business 1988 — 1992
BBA, General Business
MaryCarol Hicks MaryCarol Hicks's Merrill Lynch Experience 2004 - 2004
Job Benefits Analyst at Texas Instruments
Industry Human Resources
Experience
Texas Instruments October 2012 - Present
Texas Instruments June 2012 - September 2012
Sewell Automotive Companies May 2010 - May 2012
Business Executives for National Security October 2009 - June 2010
Ensco International Inc. April 2009 - May 2010
EMC Mortgage March 2006 - May 2008
Ritz-Carlton 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Microsoft Office, Spanish, Organizational..., Able To Multi-task, Time Management, Efficiencies, Business Efficiency, Productivity Improvement, Efficiency Improvement, Human Capital Management, Human Development, Communications Strategy, Internal Communications, Strategic Communications, Strategic Thinking, Strategic Analysis, Performance Improvement, Analysis, Customer Service, Employee Benefits, Human Resources, Leadership, Leadership Development, Management, New Hire Orientations, Microsoft Excel, Payroll, Personnel Management, Process Improvement, Program Management, Project Management, Project Planning, Recruiting, Training
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Strategic Leadership, Strategy & Entrepreneurship
Vanderbilt University 2002 — 2005
Bachelor of Science, Human and Organizational Development
Texas Instruments October 2012 - Present
Texas Instruments June 2012 - September 2012
Sewell Automotive Companies May 2010 - May 2012
Business Executives for National Security October 2009 - June 2010
Ensco International Inc. April 2009 - May 2010
EMC Mortgage March 2006 - May 2008
Ritz-Carlton 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Microsoft Office, Spanish, Organizational..., Able To Multi-task, Time Management, Efficiencies, Business Efficiency, Productivity Improvement, Efficiency Improvement, Human Capital Management, Human Development, Communications Strategy, Internal Communications, Strategic Communications, Strategic Thinking, Strategic Analysis, Performance Improvement, Analysis, Customer Service, Employee Benefits, Human Resources, Leadership, Leadership Development, Management, New Hire Orientations, Microsoft Excel, Payroll, Personnel Management, Process Improvement, Program Management, Project Management, Project Planning, Recruiting, Training
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Strategic Leadership, Strategy & Entrepreneurship
Vanderbilt University 2002 — 2005
Bachelor of Science, Human and Organizational Development
Owen Rogers Owen Rogers's Merrill Lynch Experience June 2012 - August 2012
Job Communications
Industry Marketing and Advertising
Experience
U.S. House of Representatives January 2015 - September 2015
The Carlyle Group June 2014 - January 2015
Mojo Media Labs January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Spoleto Festival USA May 2011 - June 2011
Skills
WordPress, Social Media Marketing, Social Media, Marketing, Time Management, Online Marketing, Salesforce Administrator, Market Research, Marketing Strategy, PowerPoint, Microsoft Excel, Digital Marketing, Digital Copywriting, SEO copywriting
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
U.S. House of Representatives January 2015 - September 2015
The Carlyle Group June 2014 - January 2015
Mojo Media Labs January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Spoleto Festival USA May 2011 - June 2011
Skills
WordPress, Social Media Marketing, Social Media, Marketing, Time Management, Online Marketing, Salesforce Administrator, Market Research, Marketing Strategy, PowerPoint, Microsoft Excel, Digital Marketing, Digital Copywriting, SEO copywriting
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Blossom Nelson Blossom Nelson's Merrill Lynch Experience March 2007 - August 2007
Job Associate at Hughes & Scalise, PC
Industry Law Practice
Experience
Hughes & Scalise, PC August 2012 - June 2013
Crowne Partners Inc. October 2011 - May 2012
Friedman, Leak, Dazzio, Zulanas & Bowling, PC July 2010 - August 2010
Drummond Company May 2010 - June 2010
Tanner & Guin, LLC August 2009 - November 2009
Rosen Harwood, PA June 2009 - August 2009
Capstone Bank January 2008 - August 2008
Merrill Lynch March 2007 - August 2007
Dallas County District Attorney's Office January 2007 - April 2007
JPMorgan Chase May 2006 - December 2006
Skills
Legal Research, Legal Writing, Legal, Sales, Management, Public Speaking, Organization, Creativity, Arts, Event Planning, Motions, Licensing
Education
The University of Alabama School of Law 2008 — 2011
J.D., Law
Southern Methodist University 2003 — 2006
Bachelor's degree, Psychology, with honors
Hughes & Scalise, PC August 2012 - June 2013
Crowne Partners Inc. October 2011 - May 2012
Friedman, Leak, Dazzio, Zulanas & Bowling, PC July 2010 - August 2010
Drummond Company May 2010 - June 2010
Tanner & Guin, LLC August 2009 - November 2009
Rosen Harwood, PA June 2009 - August 2009
Capstone Bank January 2008 - August 2008
Merrill Lynch March 2007 - August 2007
Dallas County District Attorney's Office January 2007 - April 2007
JPMorgan Chase May 2006 - December 2006
Skills
Legal Research, Legal Writing, Legal, Sales, Management, Public Speaking, Organization, Creativity, Arts, Event Planning, Motions, Licensing
Education
The University of Alabama School of Law 2008 — 2011
J.D., Law
Southern Methodist University 2003 — 2006
Bachelor's degree, Psychology, with honors
Jay Nisbet Jay Nisbet's Merrill Lynch Experience 2005 - 2011
Job Director of Asset Management
Industry Financial Services
Experience
Summerwind III LLC January 2001 - Present
UBS January 2011 - February 2012
Merrill Lynch 2005 - 2011
The Hartford October 2003 - December 2004
NICE Systems 1998 - 2003
Skills
Retirement Planning, Investment Advisory, Wealth Management, Series 7, Mutual Funds, Investments, Asset, Retirement, Series 63, Asset Management, Financial Planning, Asset Allocation, Estate Planning, 401k, Portfolio Management, Annuities, Insurance, Alternative Investments, Investment Strategies, Equities, Risk Management, Financial Analysis, Fixed Income, New Business Development, Sales Management, Business Planning, Financial Advisory, Strategic Planning, Securities, Consultative Selling, Customer Relations, Employee Benefits, Succession Planning, Retirement Income..., Hedge Funds, Long Term Care, Marketing Strategy, Team Building, Pensions, IRA's, Bonds, Business Strategy, Team Leadership, Public Speaking, Trading, Asset Managment, Selling, FINRA, Financial Services, Investment Management
Education
Southern Methodist University - Cox School of Business 1988 — 1990
Bachelor of Business Administration (BBA)
University of Massachusetts, Amherst 1985 — 1988
Real Estate Finance
BC High 1980 — 1983
High School
Summerwind III LLC January 2001 - Present
UBS January 2011 - February 2012
Merrill Lynch 2005 - 2011
The Hartford October 2003 - December 2004
NICE Systems 1998 - 2003
Skills
Retirement Planning, Investment Advisory, Wealth Management, Series 7, Mutual Funds, Investments, Asset, Retirement, Series 63, Asset Management, Financial Planning, Asset Allocation, Estate Planning, 401k, Portfolio Management, Annuities, Insurance, Alternative Investments, Investment Strategies, Equities, Risk Management, Financial Analysis, Fixed Income, New Business Development, Sales Management, Business Planning, Financial Advisory, Strategic Planning, Securities, Consultative Selling, Customer Relations, Employee Benefits, Succession Planning, Retirement Income..., Hedge Funds, Long Term Care, Marketing Strategy, Team Building, Pensions, IRA's, Bonds, Business Strategy, Team Leadership, Public Speaking, Trading, Asset Managment, Selling, FINRA, Financial Services, Investment Management
Education
Southern Methodist University - Cox School of Business 1988 — 1990
Bachelor of Business Administration (BBA)
University of Massachusetts, Amherst 1985 — 1988
Real Estate Finance
BC High 1980 — 1983
High School
Daryl Lipkin, CRPC® Daryl Lipkin, CRPC®'s Merrill Lynch Experience August 2008 - November 2012
Job The Shenkler Lipkin Group, Account Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS November 2012 - Present
Merrill Lynch August 2008 - November 2012
Merrill Lynch April 2006 - August 2008
Merrill Lynch July 2004 - April 2006
Merrill Lynch May 2003 - July 2004
Merrill Lynch April 2002 - May 2003
Skills
Series 7, Series 66
Education
Southern Methodist University - Cox School of Business 1992 — 1995
MBA, Business
The University of Texas at Austin 1986 — 1990
BBA, Finance and Real Estate
UBS November 2012 - Present
Merrill Lynch August 2008 - November 2012
Merrill Lynch April 2006 - August 2008
Merrill Lynch July 2004 - April 2006
Merrill Lynch May 2003 - July 2004
Merrill Lynch April 2002 - May 2003
Skills
Series 7, Series 66
Education
Southern Methodist University - Cox School of Business 1992 — 1995
MBA, Business
The University of Texas at Austin 1986 — 1990
BBA, Finance and Real Estate
Patrick Lodewick Patrick Lodewick's Merrill Lynch Experience December 1996 - May 2009
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2009 - Present
Merrill Lynch December 1996 - May 2009
Education
Southern Methodist University 1989 — 1993
BBA '93
LPL Financial May 2009 - Present
Merrill Lynch December 1996 - May 2009
Education
Southern Methodist University 1989 — 1993
BBA '93
Maximilien Lefranc Maximilien Lefranc's Merrill Lynch Experience March 2007 - July 2007
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Scotia Capital April 2010 - June 2011
New Harbor Incorporated October 2007 - April 2010
Merrill Lynch March 2007 - July 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers, Mergers & Acquisitions, Private Equity, Management, Financial Analysis, Due Diligence, Bloomberg, Banking, Strategy, Equities, Emerging Markets, Capital Markets
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Paris Business College (fmr. MBAI) 2003 — 2007
BBA, Finance
Tulane University - A.B. Freeman School of Business 2006 — 2006
Southern Methodist University - Cox School of Business 2005 — 2006
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Scotia Capital April 2010 - June 2011
New Harbor Incorporated October 2007 - April 2010
Merrill Lynch March 2007 - July 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers, Mergers & Acquisitions, Private Equity, Management, Financial Analysis, Due Diligence, Bloomberg, Banking, Strategy, Equities, Emerging Markets, Capital Markets
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Paris Business College (fmr. MBAI) 2003 — 2007
BBA, Finance
Tulane University - A.B. Freeman School of Business 2006 — 2006
Southern Methodist University - Cox School of Business 2005 — 2006
Steven Pottle Steven Pottle's Merrill Lynch Experience April 2012 - July 2013
Job Consultant, Author and Speaker
Industry Oil & Energy
Experience
Victoram Energy Research & Consulting November 2013 - Present
Victoram Energy Research & Consulting November 2013 - Present
Merrill Lynch April 2012 - July 2013
Prospect Capital Funding (Energy BDC) September 2010 - March 2012
Haywood Dorland Energy Capital, LLC July 2008 - March 2012
HSH Nordbank December 2005 - July 2008
Commerzbank August 2001 - May 2005
Sithe Energies June 1998 - September 2000
Deutsche Bank Securities September 1995 - May 1998
Mizuho Financial Group September 1992 - August 1995
Skills
Shale Energy, Energy, Natural Gas, Solar, Private Equity, Wind, Oil and Gas, Project Finance, Fixed Income, Alternative Investments, Renewable Energy, Corporate Finance, Capital Markets, Start-ups, Finance, Investment Banking, Hedge Funds, Solar Energy, Due Diligence, Economics, Equities, Commodity Markets, Structured Finance, Banking, Wealth Management, Valuation, Financial Modeling, Cleantech, Venture Capital, Mergers & Acquisitions, Gas Pipelines, Refining, Energy Regulation, Portfolio Management, Emerging Markets, Commodity, Trading, Investments
Education
Southern Methodist University - Cox School of Business 1990 — 1992
MBA, Finance
University of Massachusetts, Amherst 1981 — 1985
BSBA, Finance
Victoram Energy Research & Consulting November 2013 - Present
Victoram Energy Research & Consulting November 2013 - Present
Merrill Lynch April 2012 - July 2013
Prospect Capital Funding (Energy BDC) September 2010 - March 2012
Haywood Dorland Energy Capital, LLC July 2008 - March 2012
HSH Nordbank December 2005 - July 2008
Commerzbank August 2001 - May 2005
Sithe Energies June 1998 - September 2000
Deutsche Bank Securities September 1995 - May 1998
Mizuho Financial Group September 1992 - August 1995
Skills
Shale Energy, Energy, Natural Gas, Solar, Private Equity, Wind, Oil and Gas, Project Finance, Fixed Income, Alternative Investments, Renewable Energy, Corporate Finance, Capital Markets, Start-ups, Finance, Investment Banking, Hedge Funds, Solar Energy, Due Diligence, Economics, Equities, Commodity Markets, Structured Finance, Banking, Wealth Management, Valuation, Financial Modeling, Cleantech, Venture Capital, Mergers & Acquisitions, Gas Pipelines, Refining, Energy Regulation, Portfolio Management, Emerging Markets, Commodity, Trading, Investments
Education
Southern Methodist University - Cox School of Business 1990 — 1992
MBA, Finance
University of Massachusetts, Amherst 1981 — 1985
BSBA, Finance
Walter Stanton IV Walter Stanton IV's Merrill Lynch Experience June 2011 - August 2011
Job Credit Analyst at CIT
Industry Financial Services
Experience
CIT July 2013 - Present
Eagle Oil & Gas November 2011 - May 2013
Pi Kappa Alpha Fraternity April 2011 - April 2013
The Tutoring Place August 2010 - October 2011
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Valuation, Capital IQ, Bloomberg Terminal, Financial Analysis, Corporate Finance, PowerPoint, Bloomberg, Investment Banking, Microsoft Word, Microsoft Office, Equities, Portfolio Management, Economics
Education
Southern Methodist University 2009 — 2013
Edwin Cox School of Business Bachelor of Business Administration, Finance
Ransom Everglades 2002 — 2009
CIT July 2013 - Present
Eagle Oil & Gas November 2011 - May 2013
Pi Kappa Alpha Fraternity April 2011 - April 2013
The Tutoring Place August 2010 - October 2011
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Valuation, Capital IQ, Bloomberg Terminal, Financial Analysis, Corporate Finance, PowerPoint, Bloomberg, Investment Banking, Microsoft Word, Microsoft Office, Equities, Portfolio Management, Economics
Education
Southern Methodist University 2009 — 2013
Edwin Cox School of Business Bachelor of Business Administration, Finance
Ransom Everglades 2002 — 2009
Haley Finkenbinder's Merrill Lynch Experience July 2012 - December 2012
Job Student at Southern Methodist University
Industry Financial Services
Experience
Hillstone Restaurant Group October 2011 - June 2014
Merrill Lynch July 2012 - December 2012
The Women's Museum August 2010 - June 2011
Skills
Microsoft Office, Financial Analysis, International Relations, Bloomberg, Event Planning, Microsoft Excel, PowerPoint, Team Leadership, Customer Service
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Financial Consulting
Hillstone Restaurant Group October 2011 - June 2014
Merrill Lynch July 2012 - December 2012
The Women's Museum August 2010 - June 2011
Skills
Microsoft Office, Financial Analysis, International Relations, Bloomberg, Event Planning, Microsoft Excel, PowerPoint, Team Leadership, Customer Service
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Financial Consulting
Kylie Spurgeon Kylie Spurgeon's Merrill Lynch Experience 2014 - Present
Job Client Services Rep
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Addison Group November 2013 - February 2014
Austin Capital Asset Management, LLC August 2011 - November 2013
Skills
Leadership, Strategic Planning, Investments, Equities, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Securities, Financial Analysis, Financial Services, CRM, Finance
Education
The University of Texas at Arlington 2014 — 2017
Bachelor of Science, Nursing
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Merrill Lynch 2014 - Present
Addison Group November 2013 - February 2014
Austin Capital Asset Management, LLC August 2011 - November 2013
Skills
Leadership, Strategic Planning, Investments, Equities, Mutual Funds, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Securities, Financial Analysis, Financial Services, CRM, Finance
Education
The University of Texas at Arlington 2014 — 2017
Bachelor of Science, Nursing
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Shauna Flume's Merrill Lynch Experience June 2011 - July 2011
Job Senior Sales Operations Specialist at ACTIVE Network
Industry Computer Software
Experience
Beacon Hill Staffing Group March 2013 - May 2014
Merrill Lynch June 2011 - July 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Risk Management, Recruiting, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Financial Reporting, Strategic Financial..., Salesforce.com
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Beacon Hill Staffing Group March 2013 - May 2014
Merrill Lynch June 2011 - July 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Risk Management, Recruiting, Microsoft Office, PowerPoint, Microsoft Word, Financial Modeling, Financial Reporting, Strategic Financial..., Salesforce.com
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Austin Manierre Austin Manierre's Merrill Lynch Experience May 2012 - August 2012
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates May 2014 - Present
Wintrust Financial May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Windows, Access, Financial Modeling, Bloomberg Terminal, Capital Markets, Analysis, Finance, Investments
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Cambridge Associates May 2014 - Present
Wintrust Financial May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Windows, Access, Financial Modeling, Bloomberg Terminal, Capital Markets, Analysis, Finance, Investments
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Chuck Constant Chuck Constant's Merrill Lynch Experience July 2010 - August 2011
Job
Industry Oil & Energy
Experience
Capital Plan August 2011 - February 2014
Merrill Lynch July 2010 - August 2011
Wells Fargo Advisors, LLC November 2007 - July 2010
Citigroup / Smith Barney June 2003 - August 2007
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance / Strategy
Texas State University 1992 — 1992
BA, Economics
Capital Plan August 2011 - February 2014
Merrill Lynch July 2010 - August 2011
Wells Fargo Advisors, LLC November 2007 - July 2010
Citigroup / Smith Barney June 2003 - August 2007
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Finance / Strategy
Texas State University 1992 — 1992
BA, Economics
Ric Luyties, CFA Ric Luyties, CFA's Merrill Lynch Experience March 1992 - June 1994
Job Senior Vice President | Senior Investment Strategist | Senior Analyst
Industry Investment Management
Experience
Wells Fargo Private Bank June 2009 - Present
August Investments, LLC March 2003 - June 2009
Bank of America January 1995 - March 2003
Merrill Lynch March 1992 - June 1994
Skills
Asset Allocation, Financial Research, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Equity Research, Wealth Management..., Investment Advisory, Valuation, Entrepreneurship, Asset Management, Bloomberg, Investment Strategies, Finance, Securities, Risk Management, Banking, Mutual Funds
Education
Southern Methodist University
BA, English
University of Arizona
MBA, Finance
Wells Fargo Private Bank June 2009 - Present
August Investments, LLC March 2003 - June 2009
Bank of America January 1995 - March 2003
Merrill Lynch March 1992 - June 1994
Skills
Asset Allocation, Financial Research, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Equity Research, Wealth Management..., Investment Advisory, Valuation, Entrepreneurship, Asset Management, Bloomberg, Investment Strategies, Finance, Securities, Risk Management, Banking, Mutual Funds
Education
Southern Methodist University
BA, English
University of Arizona
MBA, Finance
Vincent E. Humphrey, MBA Vincent E. Humphrey, MBA's Merrill Lynch Experience August 2000 - June 2003
Job Director | Asset Management Specialist | Valuations | Real Estate | Residential and Commercial Property
Industry Financial Services
Experience
VRM Mortgage Services October 2009 - Present
Fannie Mae August 2003 - April 2007
Merrill Lynch August 2000 - June 2003
Transamerica Mortgage Company April 1998 - July 2000
Bank of America September 1995 - April 1998
Skills
Asset Management, Building Relationships, Problem Solving, Real Estate, Public Speaking, Subject Matter Experts, Training Delivery, Government Proposals, Strategy, Strategic Partnerships, Vendor Management, Mortgage Lending, CRM, Financial Analysis, Contract Negotiation, Business Development, Investment Properties, Negotiation, Short Sales, Portfolio Management, Project Management, Mergers & Acquisitions, Team Building, Asset Managment, Program Management, Real Estate Transactions, Property Management, Commercial Real Estate, New Business Development, Process Improvement, Business Analysis, Operations Management, Strategic Planning, Banking
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA
University of North Texas 1988 — 1992
BA, Economics
VRM Mortgage Services October 2009 - Present
Fannie Mae August 2003 - April 2007
Merrill Lynch August 2000 - June 2003
Transamerica Mortgage Company April 1998 - July 2000
Bank of America September 1995 - April 1998
Skills
Asset Management, Building Relationships, Problem Solving, Real Estate, Public Speaking, Subject Matter Experts, Training Delivery, Government Proposals, Strategy, Strategic Partnerships, Vendor Management, Mortgage Lending, CRM, Financial Analysis, Contract Negotiation, Business Development, Investment Properties, Negotiation, Short Sales, Portfolio Management, Project Management, Mergers & Acquisitions, Team Building, Asset Managment, Program Management, Real Estate Transactions, Property Management, Commercial Real Estate, New Business Development, Process Improvement, Business Analysis, Operations Management, Strategic Planning, Banking
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA
University of North Texas 1988 — 1992
BA, Economics
Hannah Hairston Hannah Hairston's Merrill Lynch Experience June 2008 - August 2008
Job Academic Specialist 1st and 2nd Grade at Parish Episcopal School
Industry Primary/Secondary Education
Experience
Parish Episcopal School January 2012 - Present
Stanley Korshak September 2009 - January 2011
Vista Property Co August 2008 - April 2009
Merrill Lynch June 2008 - August 2008
Education
Southern Methodist University 2005 — 2009
Parish Episcopal School January 2012 - Present
Stanley Korshak September 2009 - January 2011
Vista Property Co August 2008 - April 2009
Merrill Lynch June 2008 - August 2008
Education
Southern Methodist University 2005 — 2009
Jeremy Chang Jeremy Chang's Merrill Lynch Experience May 2006 - August 2006
Job at Ernst & Young
Industry Accounting
Experience
Ernst & Young January 2011 - Present
Weaver and Tidwell June 2009 - November 2009
Merrill Lynch May 2006 - August 2006
Standard Chartered 2005 - 2005
Skills
External Audit, GAAP, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, SEC filings, Auditing, Accounting, Financial Analysis, Internal Controls, Assurance, US GAAP
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MSA, Accounting - Tax concentration
Southern Methodist University 2004 — 2008
BBA, Accounting, Finance
Ernst & Young January 2011 - Present
Weaver and Tidwell June 2009 - November 2009
Merrill Lynch May 2006 - August 2006
Standard Chartered 2005 - 2005
Skills
External Audit, GAAP, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, SEC filings, Auditing, Accounting, Financial Analysis, Internal Controls, Assurance, US GAAP
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MSA, Accounting - Tax concentration
Southern Methodist University 2004 — 2008
BBA, Accounting, Finance
Rebecca Bogie Rebecca Bogie's Merrill Lynch Experience September 2009 - January 2011
Job Director, Financial Planning and Analysis at MoneyGram International
Industry Outsourcing/Offshoring
Experience
MoneyGram International April 2014 - Present
Xerox March 2013 - April 2014
Deloitte February 2011 - February 2013
Merrill Lynch September 2009 - January 2011
Bella Casa Condominium Association July 2006 - June 2009
Deloitte Consulting February 2007 - May 2009
Exelon August 2008 - March 2009
Sprint Nextel April 2007 - August 2007
Kraft Foods May 2005 - February 2007
Kraft Foods July 2002 - May 2005
Skills
Forecasting, Budgets, Project Planning, Training, Financial Modeling, Essbase, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Finance, Corporate Finance, Hyperion Planning, Managerial Finance, Process Improvement, Mergers, Strategic Planning, Valuation, Business Analysis
Education
The University of Dallas 2014 — 2017
Doctor of Business Administration, Business Administration and Management, General
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA, Finance
Southern Nazarene University 1993 — 1994
B.A., Management of Human Resources
MoneyGram International April 2014 - Present
Xerox March 2013 - April 2014
Deloitte February 2011 - February 2013
Merrill Lynch September 2009 - January 2011
Bella Casa Condominium Association July 2006 - June 2009
Deloitte Consulting February 2007 - May 2009
Exelon August 2008 - March 2009
Sprint Nextel April 2007 - August 2007
Kraft Foods May 2005 - February 2007
Kraft Foods July 2002 - May 2005
Skills
Forecasting, Budgets, Project Planning, Training, Financial Modeling, Essbase, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Finance, Corporate Finance, Hyperion Planning, Managerial Finance, Process Improvement, Mergers, Strategic Planning, Valuation, Business Analysis
Education
The University of Dallas 2014 — 2017
Doctor of Business Administration, Business Administration and Management, General
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA, Finance
Southern Nazarene University 1993 — 1994
B.A., Management of Human Resources
Wesley Green Wesley Green's Merrill Lynch Experience January 2014 - May 2014
Job Associate at KPMG US
Industry Financial Services
Experience
KPMG US August 2015 - Present
MESA Global September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Merrill Lynch January 2014 - May 2014
Morgan Stanley Wealth Management February 2013 - June 2013
Skills
Financial Accounting, French, Spanish, Mac OS X, Windows 7, Minitab, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Accounting, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2015 — 2015
Master’s Degree, Accounting
New York University, Stern School of Business 2012 — 2015
Bachelor’s Degree, Accounting and Finance
Southern Methodist University 2011 — 2012
KPMG US August 2015 - Present
MESA Global September 2014 - December 2014
Bank of America Merrill Lynch June 2014 - August 2014
Merrill Lynch January 2014 - May 2014
Morgan Stanley Wealth Management February 2013 - June 2013
Skills
Financial Accounting, French, Spanish, Mac OS X, Windows 7, Minitab, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Accounting, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2015 — 2015
Master’s Degree, Accounting
New York University, Stern School of Business 2012 — 2015
Bachelor’s Degree, Accounting and Finance
Southern Methodist University 2011 — 2012
Collin Leeolou Collin Leeolou's Merrill Lynch Experience April 2014 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Skills
Series 7, Series 63, Series 65, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Finance, Financial Modeling, Microsoft Word, Investments, Bloomberg
Education
Southern Methodist University
Bachelor of Science (BS), Finance, General
Merrill Lynch April 2014 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Skills
Series 7, Series 63, Series 65, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Finance, Financial Modeling, Microsoft Word, Investments, Bloomberg
Education
Southern Methodist University
Bachelor of Science (BS), Finance, General
Angela Mo Castle Angela Mo Castle's Merrill Lynch Experience June 2009 - June 2010
Job Corporate Counsel at LyondellBasell Commercial
Industry Law Practice
Experience
LyondellBasell June 2010 - Present
Merrill Lynch June 2009 - June 2010
Porter Hedges LLP July 2008 - March 2009
Mayer Brown June 2006 - June 2008
Skills
Mergers & Acquisitions, Corporate Governance, Corporate Law, Joint Ventures, M&A experience, Corporate Finance, Legal Compliance, Due Diligence, Legal Research, Contract Negotiation
Education
Southern Methodist University Dedman School of Law 2002 — 2005
Doctor of Law (J.D.)
The University of Texas at Austin 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance with a concentration in Accounting
LyondellBasell June 2010 - Present
Merrill Lynch June 2009 - June 2010
Porter Hedges LLP July 2008 - March 2009
Mayer Brown June 2006 - June 2008
Skills
Mergers & Acquisitions, Corporate Governance, Corporate Law, Joint Ventures, M&A experience, Corporate Finance, Legal Compliance, Due Diligence, Legal Research, Contract Negotiation
Education
Southern Methodist University Dedman School of Law 2002 — 2005
Doctor of Law (J.D.)
The University of Texas at Austin 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance with a concentration in Accounting
Rebecca Brame Carpenter Rebecca Brame Carpenter's Merrill Lynch Experience September 2012 - December 2012
Job Associate at Gardere Wynne Sewell LLP
Industry Law Practice
Experience
Gardere Wynne Sewell LLP January 2013 - Present
Merrill Lynch September 2012 - December 2012
SMU Federal Tax Clinic August 2011 - December 2011
Fisk & Fielder June 2011 - August 2011
HKS January 2011 - August 2011
SMU Dedman School of Law August 2010 - May 2011
Skills
Mergers & Acquisitions, Corporate Law, Private Equity, Hedge Funds, Private Offerings
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University Dedman School of Law 2009 — 2012
Doctor of Law (J.D.)
Texas A&M University 2006 — 2009
Bachelor of Liberal Arts, Communications
Gardere Wynne Sewell LLP January 2013 - Present
Merrill Lynch September 2012 - December 2012
SMU Federal Tax Clinic August 2011 - December 2011
Fisk & Fielder June 2011 - August 2011
HKS January 2011 - August 2011
SMU Dedman School of Law August 2010 - May 2011
Skills
Mergers & Acquisitions, Corporate Law, Private Equity, Hedge Funds, Private Offerings
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University Dedman School of Law 2009 — 2012
Doctor of Law (J.D.)
Texas A&M University 2006 — 2009
Bachelor of Liberal Arts, Communications
Nick Karageorge Nick Karageorge's Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Goldman Sachs June 2014 - August 2014
BMC Capital September 2013 - November 2013
Fortress Investment Group June 2013 - August 2013
Boulevard Investment Group September 2012 - June 2013
Merrill Lynch June 2012 - August 2012
Hanna's Restaurant and Bar June 2012 - August 2012
The Daily Campus August 2011 - March 2012
Skills
Microsoft Excel
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Southern Methodist University - Cox School of Business 2011 — 2015
Finance, General
Santa Margarita Catholic High School 2007 — 2011
Houlihan Lokey July 2015 - Present
Goldman Sachs June 2014 - August 2014
BMC Capital September 2013 - November 2013
Fortress Investment Group June 2013 - August 2013
Boulevard Investment Group September 2012 - June 2013
Merrill Lynch June 2012 - August 2012
Hanna's Restaurant and Bar June 2012 - August 2012
The Daily Campus August 2011 - March 2012
Skills
Microsoft Excel
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Southern Methodist University - Cox School of Business 2011 — 2015
Finance, General
Santa Margarita Catholic High School 2007 — 2011
Alexander Wey's Merrill Lynch Experience May 2009 - August 2009
Job Investment Banking Senior Associate
Industry Investment Banking
Experience
MHT MidSpan July 2010 - Present
MHT MidSpan July 2010 - Present
Merrill Lynch May 2009 - August 2009
KeyPoint Capital February 2009 - May 2009
Capstone Advisory Group June 2008 - August 2008
Polcari & Company June 2007 - August 2007
Skills
Valuation, Financial Modeling, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, LBO, Private Equity, Due Diligence, Bloomberg, Investments, DCF, Business Valuation, Alternative Investments, Bloomberg Terminal, Analysis, Mergers, Financial Statement..., Banking, M&A experience, Mergers & Acquisitions
Education
The University of Texas at Austin 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Specialization in Alternative Asset Management, 3.8 / 4.0, cum laude
Ridgewood High School 2002 — 2006
HS, General Studies
MHT MidSpan July 2010 - Present
MHT MidSpan July 2010 - Present
Merrill Lynch May 2009 - August 2009
KeyPoint Capital February 2009 - May 2009
Capstone Advisory Group June 2008 - August 2008
Polcari & Company June 2007 - August 2007
Skills
Valuation, Financial Modeling, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, LBO, Private Equity, Due Diligence, Bloomberg, Investments, DCF, Business Valuation, Alternative Investments, Bloomberg Terminal, Analysis, Mergers, Financial Statement..., Banking, M&A experience, Mergers & Acquisitions
Education
The University of Texas at Austin 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Specialization in Alternative Asset Management, 3.8 / 4.0, cum laude
Ridgewood High School 2002 — 2006
HS, General Studies
Jeff Masters Jeff Masters's Merrill Lynch Experience May 2012 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Weber Shandwick January 2010 - February 2012
Education
Southern Methodist University 2014 — 2015
Certificate Program in Financial Planning
Texas Christian University 2005 — 2009
BS, Advertising & Public Relations
Merrill Lynch May 2012 - Present
Weber Shandwick January 2010 - February 2012
Education
Southern Methodist University 2014 — 2015
Certificate Program in Financial Planning
Texas Christian University 2005 — 2009
BS, Advertising & Public Relations
Ford Noe Ford Noe's Merrill Lynch Experience June 2011 - January 2012
Job Associate at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap December 2013 - Present
BookYourAthlete.com, LLC November 2011 - Present
Merrill Lynch June 2011 - January 2012
LPL Financial June 2009 - June 2011
Skills
Series 7, Bloomberg
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
Marcus & Millichap December 2013 - Present
BookYourAthlete.com, LLC November 2011 - Present
Merrill Lynch June 2011 - January 2012
LPL Financial June 2009 - June 2011
Skills
Series 7, Bloomberg
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
Kunal Pasrija Kunal Pasrija's Merrill Lynch Experience June 2012 - July 2012
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
Optimus Business Plans LLC March 2013 - May 2015
RetailMeNot, Inc. June 2014 - August 2014
Trinity Industries, Inc. June 2013 - August 2013
CHR Solutions May 2012 - August 2012
Merrill Lynch June 2012 - July 2012
CHR Solutions June 2011 - August 2011
Globescan Capital, Inc. June 2010 - August 2010
Skills
Market Research, Time Management, Microsoft Office, Teamwork, Social Media, Analysis, Financial Analysis, Research, Public Relations, Problem Solving, Writing Skills, Current Affairs, Leadership, Managing Deadlines, Market Analysis, Competitive Analysis, Product Management, Internet, Windows, Industry Research, Social Networking, Data Analysis, Presentations, Economics, Competitive Intelligence, Financial Modeling, Valuation
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Finance
The Kinkaid School
Optimus Business Plans LLC March 2013 - May 2015
RetailMeNot, Inc. June 2014 - August 2014
Trinity Industries, Inc. June 2013 - August 2013
CHR Solutions May 2012 - August 2012
Merrill Lynch June 2012 - July 2012
CHR Solutions June 2011 - August 2011
Globescan Capital, Inc. June 2010 - August 2010
Skills
Market Research, Time Management, Microsoft Office, Teamwork, Social Media, Analysis, Financial Analysis, Research, Public Relations, Problem Solving, Writing Skills, Current Affairs, Leadership, Managing Deadlines, Market Analysis, Competitive Analysis, Product Management, Internet, Windows, Industry Research, Social Networking, Data Analysis, Presentations, Economics, Competitive Intelligence, Financial Modeling, Valuation
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Finance
The Kinkaid School
Conrad Grodd Conrad Grodd's Merrill Lynch Experience June 1997 - December 2000
Job Manager, Investor Relations at Pandora
Industry Financial Services
Experience
Pandora September 2015 - Present
Nasdaq May 2013 - August 2015
Thomson Reuters October 2011 - May 2013
Van Cleef & Arpels November 2010 - April 2011
Red Oak Capital Private Equity May 2008 - November 2009
CG Company July 2001 - May 2008
Arthur Andersen LLP January 2001 - July 2001
Merrill Lynch June 1997 - December 2000
Skills
Financial Analysis, Valuation, Strategic Planning, Finance, Financial Modeling, Risk Management, Private Equity, Due Diligence, Budgets, Leadership, Analysis, Investments
Education
Denmark International School of Business 1999 — 2000
Certificate, International Business
Southern Methodist University 1996 — 2000
BS, Economics
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Finance
Pandora September 2015 - Present
Nasdaq May 2013 - August 2015
Thomson Reuters October 2011 - May 2013
Van Cleef & Arpels November 2010 - April 2011
Red Oak Capital Private Equity May 2008 - November 2009
CG Company July 2001 - May 2008
Arthur Andersen LLP January 2001 - July 2001
Merrill Lynch June 1997 - December 2000
Skills
Financial Analysis, Valuation, Strategic Planning, Finance, Financial Modeling, Risk Management, Private Equity, Due Diligence, Budgets, Leadership, Analysis, Investments
Education
Denmark International School of Business 1999 — 2000
Certificate, International Business
Southern Methodist University 1996 — 2000
BS, Economics
Southern Methodist University - Cox School of Business 1996 — 2000
BBA, Finance
Scott Slawson Scott Slawson's Merrill Lynch Experience June 2015 - August 2015
Job Finance and Econ Major, Aspiring Financial Analyst
Industry
Experience
Merrill Lynch June 2015 - August 2015
The Zodiac Company August 2013 - November 2014
Christopher's Kitchen May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Communication
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics with Financial Applications
The Benjamin School 2008 — 2012
High School, 3.7
Merrill Lynch June 2015 - August 2015
The Zodiac Company August 2013 - November 2014
Christopher's Kitchen May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Communication
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics with Financial Applications
The Benjamin School 2008 — 2012
High School, 3.7
Daniel J. Red Goldstein Daniel J. Red Goldstein's Merrill Lynch Experience April 1987 - March 2009
Job Founder | CEO at SpiritPoint Coaching & Consulting, LLC
Industry Financial Services
Experience
SpiritPoint Coaching & Consulting, LLC March 2015 - Present
Prime Opportunities Investment Group, LLC. September 2014 - Present
Teak Tree Capital Management, LLC April 2009 - Present
Merrill Lynch April 1987 - March 2009
Goldstein Brothers Jewelers April 1975 - February 1987
Skills
Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Asset Management, Financial Advisory, Investment Strategies, Management, Asset Allocation, Alternative Investments, Investment Advisory, Small Business, Strategy, Strategic Financial..., Social Networking, Finance, Strategic Planning, Investments, Public Speaking, Customer Service, Marketing, Nonprofits, Team Building, Financial Analysis, Marketing Strategy
Education
TCU 2000 — 2002
Religion/Religious Studies
SMU 1995 — 1996
Marketing
The University of Texas at Austin 1973 — 1975
Political Science
Tarrant County College 1972 — 1973
Political Science and Government
SpiritPoint Coaching & Consulting, LLC March 2015 - Present
Prime Opportunities Investment Group, LLC. September 2014 - Present
Teak Tree Capital Management, LLC April 2009 - Present
Merrill Lynch April 1987 - March 2009
Goldstein Brothers Jewelers April 1975 - February 1987
Skills
Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Asset Management, Financial Advisory, Investment Strategies, Management, Asset Allocation, Alternative Investments, Investment Advisory, Small Business, Strategy, Strategic Financial..., Social Networking, Finance, Strategic Planning, Investments, Public Speaking, Customer Service, Marketing, Nonprofits, Team Building, Financial Analysis, Marketing Strategy
Education
TCU 2000 — 2002
Religion/Religious Studies
SMU 1995 — 1996
Marketing
The University of Texas at Austin 1973 — 1975
Political Science
Tarrant County College 1972 — 1973
Political Science and Government
Jeff Nietschmann Jeff Nietschmann's Merrill Lynch Experience July 2013 - Present
Job NYMEX Natural Gas Trading and Analytics
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
Merrill Lynch Commodities June 2012 - August 2012
Booz & Company August 2008 - August 2011
HBK Capital Management February 2007 - May 2008
Flowserve May 2004 - February 2007
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Business Strategy, Investment Banking, Private Equity, Options, Mergers & Acquisitions, Energy, Due Diligence, Analytics
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Southern Methodist University 2004 — 2008
Bachelor of Business Administration, Finance
Merrill Lynch July 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
Merrill Lynch Commodities June 2012 - August 2012
Booz & Company August 2008 - August 2011
HBK Capital Management February 2007 - May 2008
Flowserve May 2004 - February 2007
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Business Strategy, Investment Banking, Private Equity, Options, Mergers & Acquisitions, Energy, Due Diligence, Analytics
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Southern Methodist University 2004 — 2008
Bachelor of Business Administration, Finance
Todd C. Bertsch's Merrill Lynch Experience March 2010 - March 2015
Job Cowen and Company
Industry Financial Services
Experience
Cowen and Company June 2015 - Present
Merrill Lynch March 2010 - March 2015
Lighthouse Financial Group June 2008 - March 2010
Bear Stearns December 2000 - May 2008
A.W. Bertsch Inc. June 1992 - December 2000
Skills
Entrepreneurship, Equities, Hedge Funds, Fixed Income, Investments, Management, Series 7, Strategy, Trading, Private Equity, Capital Markets, Bloomberg
Education
University of Rochester 1988 — 1992
Bachelor of Arts (B.A.), Economics & Political Science
Choate Rosemary Hall 1984 — 1988
Southern Methodist University
Cowen and Company June 2015 - Present
Merrill Lynch March 2010 - March 2015
Lighthouse Financial Group June 2008 - March 2010
Bear Stearns December 2000 - May 2008
A.W. Bertsch Inc. June 1992 - December 2000
Skills
Entrepreneurship, Equities, Hedge Funds, Fixed Income, Investments, Management, Series 7, Strategy, Trading, Private Equity, Capital Markets, Bloomberg
Education
University of Rochester 1988 — 1992
Bachelor of Arts (B.A.), Economics & Political Science
Choate Rosemary Hall 1984 — 1988
Southern Methodist University
Mark Cella Mark Cella's Merrill Lynch Experience June 2010 - August 2010
Job Financial Analyst at CBRE
Industry Banking
Experience
CBRE July 2014 - Present
Balyasny Asset Management L.P. January 2014 - May 2014
Bay Street Research, LLC March 2013 - November 2013
Voce Capital Management LLC April 2012 - May 2013
Merrill Lynch June 2010 - August 2010
Skills
Valuation, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Financial Modeling, Capital IQ, Finance, Financial Analysis, Excel, Analysis, Asset Allocation, Due Diligence, Hedge Funds, Portfolio Management, Investments, Financial Reporting, Private Equity, PeopleSoft Financial, Business Intelligence...
Education
Southern Methodist University 2007 — 2011
Bachelor of Science, Economic with Financial Applications
Oxford University 2010 — 2010
Imperialism and English
SMU: Summer Business Institute 2011 — 2011
Saint Ignatius College Prep 2003 — 2007
CBRE July 2014 - Present
Balyasny Asset Management L.P. January 2014 - May 2014
Bay Street Research, LLC March 2013 - November 2013
Voce Capital Management LLC April 2012 - May 2013
Merrill Lynch June 2010 - August 2010
Skills
Valuation, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, Financial Modeling, Capital IQ, Finance, Financial Analysis, Excel, Analysis, Asset Allocation, Due Diligence, Hedge Funds, Portfolio Management, Investments, Financial Reporting, Private Equity, PeopleSoft Financial, Business Intelligence...
Education
Southern Methodist University 2007 — 2011
Bachelor of Science, Economic with Financial Applications
Oxford University 2010 — 2010
Imperialism and English
SMU: Summer Business Institute 2011 — 2011
Saint Ignatius College Prep 2003 — 2007
Matthew Kortlander Matthew Kortlander's Merrill Lynch Experience July 2012 - November 2012
Job Internal Sales Desk Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management August 2014 - Present
Highland Capital Management, L.P. December 2012 - July 2014
Merrill Lynch July 2012 - November 2012
Skills
Economics, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Advisory, Retirement Planning, Alternative Investment..., Zephyr Style Advisor, Portfolio Management, Leadership, Fixed Income, Management, Financial Analysis, Investments, Financial Modeling, Private Equity, Bloomberg, Outlook, Mutual Funds, Sales, Research, Access, Equities, Strategy, Marketing, Hedge Funds, Alternative Investments, CRM, Finance, Equity Research, Facebook, Securities, Capital IQ, Analysis, Investment Strategies, Wealth Management, Social Media, Market Research, Valuation, Options, Time Management, Asset Management, Risk Management, Social Networking, Corporate Finance, Morningstar Direct, Investment Management, Financial Services
Education
Southern Methodist University 2008 — 2012
B.A., Markets and Cultures, History, Sociology
Christian Brothers Academy 2004 — 2008
Morgan Stanley Investment Management August 2014 - Present
Highland Capital Management, L.P. December 2012 - July 2014
Merrill Lynch July 2012 - November 2012
Skills
Economics, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Advisory, Retirement Planning, Alternative Investment..., Zephyr Style Advisor, Portfolio Management, Leadership, Fixed Income, Management, Financial Analysis, Investments, Financial Modeling, Private Equity, Bloomberg, Outlook, Mutual Funds, Sales, Research, Access, Equities, Strategy, Marketing, Hedge Funds, Alternative Investments, CRM, Finance, Equity Research, Facebook, Securities, Capital IQ, Analysis, Investment Strategies, Wealth Management, Social Media, Market Research, Valuation, Options, Time Management, Asset Management, Risk Management, Social Networking, Corporate Finance, Morningstar Direct, Investment Management, Financial Services
Education
Southern Methodist University 2008 — 2012
B.A., Markets and Cultures, History, Sociology
Christian Brothers Academy 2004 — 2008
Craig Biery Craig Biery's Merrill Lynch Experience October 2007 - October 2012
Job Investor Relations at HollyFrontier Corporation
Industry Oil & Energy
Experience
HollyFrontier Corporation October 2012 - Present
Merrill Lynch October 2007 - October 2012
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Series 63, Microsoft Excel, Credit Analysis, Series 7, Treasury Management, Corporate Finance
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Science (B.S.), Business/Corporate Communications
Southern Methodist University 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
HollyFrontier Corporation October 2012 - Present
Merrill Lynch October 2007 - October 2012
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Series 63, Microsoft Excel, Credit Analysis, Series 7, Treasury Management, Corporate Finance
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Science (B.S.), Business/Corporate Communications
Southern Methodist University 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
Jamey Latshaw's Merrill Lynch Experience October 2014 - Present
Job Financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Equinox May 2014 - October 2014
Equinox January 2013 - April 2014
US Navy September 2009 - January 2012
Skills
Fitness, Personal Training, Fitness Training, Nutrition, Strength Training, Athletics, Sports Nutrition, Endurance, Wellness, Wellness Coaching, Athletic Training, Lifestyle, Coaching, Weight Training, Personal Development, Nutritional Counseling, Management, Search and Rescue..., Security Reaction Force..., Visit Board Search..., Sports, CPR Certified, Customer Service, Exercise Physiology, Public Speaking, Functional Training, Hostage Response Team, Series 7, Series 63, Series 65, Asset Allocation, Asset Management, Financial Planning
Education
The University of Texas at Austin 2007 — 2009
Bachelor's degree, History, Minor in Economics
Southern Methodist University 2005 — 2007
Merrill Lynch October 2014 - Present
Equinox May 2014 - October 2014
Equinox January 2013 - April 2014
US Navy September 2009 - January 2012
Skills
Fitness, Personal Training, Fitness Training, Nutrition, Strength Training, Athletics, Sports Nutrition, Endurance, Wellness, Wellness Coaching, Athletic Training, Lifestyle, Coaching, Weight Training, Personal Development, Nutritional Counseling, Management, Search and Rescue..., Security Reaction Force..., Visit Board Search..., Sports, CPR Certified, Customer Service, Exercise Physiology, Public Speaking, Functional Training, Hostage Response Team, Series 7, Series 63, Series 65, Asset Allocation, Asset Management, Financial Planning
Education
The University of Texas at Austin 2007 — 2009
Bachelor's degree, History, Minor in Economics
Southern Methodist University 2005 — 2007
Becca Larson Becca Larson's Merrill Lynch Experience June 2007 - August 2007
Job Director of Product and Implementation at Careington International Corporation
Industry Insurance
Experience
Careington International Corporation April 2014 - Present
Careington International Corporation January 2013 - March 2013
Careington International November 2008 - December 2012
Merrill Lynch June 2007 - August 2007
Skills
Accounting, Analysis, Microsoft Office, Financial Analysis, Business Process..., PowerPoint, Data Analysis, Process Improvement, Strategic Planning, Budgets, Public Speaking, Leadership, Team Building, Microsoft Excel, Business Analysis, Training, Insurance, Team Leadership
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Strategy and Finance
Texas Tech University 2005 — 2008
Bachelor of Science, International Economics
Careington International Corporation April 2014 - Present
Careington International Corporation January 2013 - March 2013
Careington International November 2008 - December 2012
Merrill Lynch June 2007 - August 2007
Skills
Accounting, Analysis, Microsoft Office, Financial Analysis, Business Process..., PowerPoint, Data Analysis, Process Improvement, Strategic Planning, Budgets, Public Speaking, Leadership, Team Building, Microsoft Excel, Business Analysis, Training, Insurance, Team Leadership
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Strategy and Finance
Texas Tech University 2005 — 2008
Bachelor of Science, International Economics
Joshua Wills's Merrill Lynch Experience June 2013 - January 2014
Job Student at Southern Methodist University
Industry Mechanical or Industrial Engineering
Experience
John Deere May 2015 - August 2015
Southern Methodist University August 2014 - May 2015
John Deere May 2014 - August 2014
Merrill Lynch June 2013 - January 2014
Skills
CAD, SolidWorks, Matlab, Data Analysis, Microsoft Office, Programming, Microsoft Excel, PowerPoint, Statistics, Research, Microsoft Word, Analysis
Education
Southern Methodist University 2012 — 2016
Bachelor of Science (B.S.), Mechanical Engineering & Mathematics
John Deere May 2015 - August 2015
Southern Methodist University August 2014 - May 2015
John Deere May 2014 - August 2014
Merrill Lynch June 2013 - January 2014
Skills
CAD, SolidWorks, Matlab, Data Analysis, Microsoft Office, Programming, Microsoft Excel, PowerPoint, Statistics, Research, Microsoft Word, Analysis
Education
Southern Methodist University 2012 — 2016
Bachelor of Science (B.S.), Mechanical Engineering & Mathematics
Melody Davis's Merrill Lynch Experience October 2013 - December 2013
Job Associate at PwC, M&A Advisory
Industry Financial Services
Experience
PwC August 2015 - Present
Southern Methodist University August 2012 - April 2015
J.P. Morgan June 2014 - August 2014
Merrill Lynch October 2013 - December 2013
The Ugandan American Partnership Organization September 2012 - December 2012
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Finance, General
PwC August 2015 - Present
Southern Methodist University August 2012 - April 2015
J.P. Morgan June 2014 - August 2014
Merrill Lynch October 2013 - December 2013
The Ugandan American Partnership Organization September 2012 - December 2012
Education
Southern Methodist University 2011 — 2015
Bachelor’s Degree, Finance, General
David Aboitiz David Aboitiz's Merrill Lynch Experience August 2012 - June 2013
Job MBA Summer Intern at Captra Capital LLC
Industry Venture Capital & Private Equity
Experience
Captra Capital LLC June 2015 - Present
SMU Cox School of Business 2014 - Present
Tradition Energy July 2013 - June 2014
Merrill Lynch August 2012 - June 2013
Henry S. Miller Commercial June 2011 - August 2011
Sigma Chi Fraternity May 2010 - June 2011
Sigma Chi Fraternity March 2009 - May 2010
Skills
PowerPoint, Facebook, Recruiting, Event Planning, Financial Services, Market Research, Salesforce.com, Event Management, Finance, Social Networking, Economics, Social Media, Bloomberg, International Relations, Marketing, Microsoft Office, Microsoft Word, Spanish, Microsoft Excel, Project Planning, Financial Modeling, Analysis, Investments
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General, 3.6
Southern Methodist University 2008 — 2012
BA, Markets & Culture
Brooks School 2005 — 2010
Cebu International School 2004 — 2005
Captra Capital LLC June 2015 - Present
SMU Cox School of Business 2014 - Present
Tradition Energy July 2013 - June 2014
Merrill Lynch August 2012 - June 2013
Henry S. Miller Commercial June 2011 - August 2011
Sigma Chi Fraternity May 2010 - June 2011
Sigma Chi Fraternity March 2009 - May 2010
Skills
PowerPoint, Facebook, Recruiting, Event Planning, Financial Services, Market Research, Salesforce.com, Event Management, Finance, Social Networking, Economics, Social Media, Bloomberg, International Relations, Marketing, Microsoft Office, Microsoft Word, Spanish, Microsoft Excel, Project Planning, Financial Modeling, Analysis, Investments
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General, 3.6
Southern Methodist University 2008 — 2012
BA, Markets & Culture
Brooks School 2005 — 2010
Cebu International School 2004 — 2005
MIRIAM SALEH's Merrill Lynch Experience August 2004 - October 2012
Job District Leader at Primerica
Industry Financial Services
Experience
Primerica March 2013 - Present
Merrill Lynch August 2004 - October 2012
Skills
Financial Reporting, Investments, 401k Rollovers, Roth IRA, Mutual Funds, Money Market, College Savings Plans, Financial Planning, Retirement, Fixed Annuities, Personal Financial..., Long Term Care Insurance, Income Protection, Life Insurance
Education
Southern Methodist University 2001 — 2004
Master of Business Administration (MBA)
Primerica March 2013 - Present
Merrill Lynch August 2004 - October 2012
Skills
Financial Reporting, Investments, 401k Rollovers, Roth IRA, Mutual Funds, Money Market, College Savings Plans, Financial Planning, Retirement, Fixed Annuities, Personal Financial..., Long Term Care Insurance, Income Protection, Life Insurance
Education
Southern Methodist University 2001 — 2004
Master of Business Administration (MBA)
MIRIAM SALEH's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Reporting, 401k Rollovers, Mutual Funds
Education
Southern Methodist University 1996 — 2002
Master of Business Administration (MBA), Corporate Finance/ International Finance
Merrill Lynch
Skills
Financial Analysis, Strategic Financial..., Investments, Financial Reporting, 401k Rollovers, Mutual Funds
Education
Southern Methodist University 1996 — 2002
Master of Business Administration (MBA), Corporate Finance/ International Finance
Erica Wood's Merrill Lynch Experience June 2012 - December 2012
Job Business Technology Consultant
Industry Financial Services
Experience
Deloitte July 2013 - Present
Merrill Lynch June 2012 - December 2012
City of Thornton June 2007 - August 2011
JD's Chippery September 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Bloomberg Basics, SAP FI, Market Research, Social Media
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor’s Degree, Finance, General
Franklin College Switzerland 2011 — 2011
Study Abroad Junior Year
Deloitte July 2013 - Present
Merrill Lynch June 2012 - December 2012
City of Thornton June 2007 - August 2011
JD's Chippery September 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Bloomberg Basics, SAP FI, Market Research, Social Media
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor’s Degree, Finance, General
Franklin College Switzerland 2011 — 2011
Study Abroad Junior Year
Jack Haake's Merrill Lynch Experience May 2011 - August 2011
Job Financial Sponsors Group at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
AG Hill Partners LLC May 2012 - March 2014
SMU Cox School of Business August 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Valuation, Bloomberg, Financial Modeling, Financial Analysis, Capital IQ
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance
UNC
JPMorgan Chase April 2014 - Present
AG Hill Partners LLC May 2012 - March 2014
SMU Cox School of Business August 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Valuation, Bloomberg, Financial Modeling, Financial Analysis, Capital IQ
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance
UNC
Stephen Deverian Stephen Deverian's Merrill Lynch Experience June 2010 - August 2010
Job Associate at Lee & Associates Commercial Real Estate Services
Industry Real Estate
Experience
Lee & Associates Commercial Real Estate Services March 2015 - Present
Lee & Associates Commercial Real Estate Services April 2014 - March 2015
Echo Global Logistics November 2012 - September 2013
NFL Experience January 2011 - February 2011
Merrill Lynch June 2010 - August 2010
Gina's Pizza June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Equity Source Inc. 2006 - 2007
JD Homes Construction June 2006 - August 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Social Networking, Social Media Marketing, Customer Service, Management, Facebook, Real Estate
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (BS), Economics
Corona Del Mar 2004 — 2008
Lee & Associates Commercial Real Estate Services March 2015 - Present
Lee & Associates Commercial Real Estate Services April 2014 - March 2015
Echo Global Logistics November 2012 - September 2013
NFL Experience January 2011 - February 2011
Merrill Lynch June 2010 - August 2010
Gina's Pizza June 2009 - July 2009
Merrill Lynch June 2008 - August 2008
Equity Source Inc. 2006 - 2007
JD Homes Construction June 2006 - August 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Social Networking, Social Media Marketing, Customer Service, Management, Facebook, Real Estate
Education
Southern Methodist University 2008 — 2012
Bachelor of Science (BS), Economics
Corona Del Mar 2004 — 2008
Thomas Fitch Thomas Fitch's Merrill Lynch Experience 2006 - 2007
Job Pioneer Natural Resources
Industry Oil & Energy
Experience
Pioneer Natural Resources Company May 2014 - Present
Pioneer Natural Resources Company August 2011 - Present
U.S. Army September 2001 - April 2012
Litigation Edge August 2009 - August 2011
A.G. Edwards & Sons, Inc. January 2007 - August 2009
Merrill Lynch 2006 - 2007
Skills
Financial Analysis, Leadership, Investments, Program Management, Risk Management, Operations Management, Strategic Planning, Team Building, Real Estate, Financial Modeling, Military, Analysis, Cross-functional Team..., Team Leadership, Valuation
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance and Strategy
Texas A&M University 1999 — 2003
Armstrong
Highland Park High School
Pioneer Natural Resources Company May 2014 - Present
Pioneer Natural Resources Company August 2011 - Present
U.S. Army September 2001 - April 2012
Litigation Edge August 2009 - August 2011
A.G. Edwards & Sons, Inc. January 2007 - August 2009
Merrill Lynch 2006 - 2007
Skills
Financial Analysis, Leadership, Investments, Program Management, Risk Management, Operations Management, Strategic Planning, Team Building, Real Estate, Financial Modeling, Military, Analysis, Cross-functional Team..., Team Leadership, Valuation
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance and Strategy
Texas A&M University 1999 — 2003
Armstrong
Highland Park High School
Adam Evans, CIMA Adam Evans, CIMA's Merrill Lynch Experience May 1995 - August 1998
Job Director, Business Development at Swank Capital, LLC
Industry Financial Services
Experience
Swank Capital, LLC August 2011 - Present
Putnam Investments October 2008 - June 2011
Calamos Investments July 2006 - October 2008
TCW Investment Management December 2003 - July 2006
On Wall Street Magazine February 1998 - March 2003
Insight Capital Research & Management, Inc 1998 - 2003
Merrill Lynch May 1995 - August 1998
American Express Financial Advisors May 1994 - May 1995
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA
The University of Texas at Arlington 1990 — 1994
BBA, Finance
Swank Capital, LLC August 2011 - Present
Putnam Investments October 2008 - June 2011
Calamos Investments July 2006 - October 2008
TCW Investment Management December 2003 - July 2006
On Wall Street Magazine February 1998 - March 2003
Insight Capital Research & Management, Inc 1998 - 2003
Merrill Lynch May 1995 - August 1998
American Express Financial Advisors May 1994 - May 1995
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA
The University of Texas at Arlington 1990 — 1994
BBA, Finance
Nik Tesla Nik Tesla's Merrill Lynch Experience September 2006 - March 2007
Job Analyst, Commercial Real Estate at ORIX USA Corporation
Industry Investment Management
Experience
ORIX USA Corporation August 2014 - Present
ORIX USA Corporation November 2011 - July 2014
ORIX USA Corporation November 2010 - October 2011
Highland Capital Management September 2009 - November 2010
Highland Capital Management October 2007 - August 2009
Highland Capital Management May 2007 - September 2007
Merrill Lynch September 2006 - March 2007
Merrill Lynch June 2006 - August 2006
Skills
Equities, Portfolio Management, Investments, Valuation, Securities, Loans, Financial Modeling, Investment Management, Settlement, Hedge Funds, Auditing, Account Reconciliation, Fixed Income, Financial Services
Education
Southern Methodist University - Cox School of Business
BBA, Finance, 15 Hours Accounting
ORIX USA Corporation August 2014 - Present
ORIX USA Corporation November 2011 - July 2014
ORIX USA Corporation November 2010 - October 2011
Highland Capital Management September 2009 - November 2010
Highland Capital Management October 2007 - August 2009
Highland Capital Management May 2007 - September 2007
Merrill Lynch September 2006 - March 2007
Merrill Lynch June 2006 - August 2006
Skills
Equities, Portfolio Management, Investments, Valuation, Securities, Loans, Financial Modeling, Investment Management, Settlement, Hedge Funds, Auditing, Account Reconciliation, Fixed Income, Financial Services
Education
Southern Methodist University - Cox School of Business
BBA, Finance, 15 Hours Accounting
Fil Lorinc Fil Lorinc's Merrill Lynch Experience June 2010 - August 2010
Job Independent Trader
Industry Financial Services
Experience
Independent Trader August 2013 - Present
Berkeley Research Group LLC May 2013 - June 2015
Navigant June 2011 - January 2012
Merrill Lynch June 2010 - August 2010
QAD April 2008 - May 2010
Wells Fargo Advisors May 2009 - July 2009
Skills
Trading, Capital Markets, Market Structure, Algorithm Development, Risk Management, Data Analysis, Financial Modeling, Financial Analysis, Market Research, Due Diligence, Valuation, Consulting, Investment Banking, Finance, Economics, Bloomberg, VBA
Education
Southern Methodist University 2008 — 2013
BBA, Finance (Minor in Mathematics), 3.854 magna cum laude
Plano Senior High School 2006 — 2008
High School, GPA: 4.22, Class Rank: 32/1309
Independent Trader August 2013 - Present
Berkeley Research Group LLC May 2013 - June 2015
Navigant June 2011 - January 2012
Merrill Lynch June 2010 - August 2010
QAD April 2008 - May 2010
Wells Fargo Advisors May 2009 - July 2009
Skills
Trading, Capital Markets, Market Structure, Algorithm Development, Risk Management, Data Analysis, Financial Modeling, Financial Analysis, Market Research, Due Diligence, Valuation, Consulting, Investment Banking, Finance, Economics, Bloomberg, VBA
Education
Southern Methodist University 2008 — 2013
BBA, Finance (Minor in Mathematics), 3.854 magna cum laude
Plano Senior High School 2006 — 2008
High School, GPA: 4.22, Class Rank: 32/1309
Kyle Dews Kyle Dews's Merrill Lynch Experience January 2004 - August 2006
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments July 2011 - Present
Fidelity Investments August 2008 - February 2014
Fidelity Investments July 2012 - February 2013
Fidelity Investments August 2007 - July 2010
Merrill Lynch January 2004 - August 2006
Waddell & Reed 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Series 7, Business Strategy, Series 63, Strategic Planning, Series 65, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MBA, Finance
Stephen F. Austin State University 1996 — 2001
B.B.A., Marketing
Fidelity Investments August 2006 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments July 2011 - Present
Fidelity Investments August 2008 - February 2014
Fidelity Investments July 2012 - February 2013
Fidelity Investments August 2007 - July 2010
Merrill Lynch January 2004 - August 2006
Waddell & Reed 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Series 7, Business Strategy, Series 63, Strategic Planning, Series 65, Analysis
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MBA, Finance
Stephen F. Austin State University 1996 — 2001
B.B.A., Marketing
Brendan Light Brendan Light's Merrill Lynch Experience June 2006 - March 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
UBS Financial Services Inc. March 2011 - July 2015
Merrill Lynch June 2006 - March 2011
Skills
Wealth Management, Equities, Financial Analysis, Investments, Series 7, Asset Management, Financial Services, Finance, Portfolio Management, Strategic Financial..., Business Development, Strategic Planning, Financial Modeling, Mutual Funds
Education
Southern Methodist University - Cox School of Business
BS, Accounting and Financial Consulting
Southern Methodist University - Cox School of Business
Wells Fargo Advisors July 2015 - Present
UBS Financial Services Inc. March 2011 - July 2015
Merrill Lynch June 2006 - March 2011
Skills
Wealth Management, Equities, Financial Analysis, Investments, Series 7, Asset Management, Financial Services, Finance, Portfolio Management, Strategic Financial..., Business Development, Strategic Planning, Financial Modeling, Mutual Funds
Education
Southern Methodist University - Cox School of Business
BS, Accounting and Financial Consulting
Southern Methodist University - Cox School of Business
Van May Van May's Merrill Lynch Experience April 1996 - June 1997
Job
Industry Investment Management
Experience
College of American Pathologists January 2010 - August 2013
Dade Behring/Siemens January 2002 - January 2008
Dade Behring May 1999 - December 2002
Dade Behring June 1997 - May 1999
Merrill Lynch April 1996 - June 1997
Baxter Healthcare January 1975 - August 1995
Skills
Healthcare, Cross-functional Team..., Strategic Planning, Medical Devices, Sales Operations, Strategy, Leadership, Management, Sales, Process Improvement, Product Launch, Hospitals, Marketing Strategy, Analysis, Market Development, Negotiation, Contract Management, Supply Chain Management, Product Development, Product Management, Customer Satisfaction, New Business Development, Business Intelligence, Managed Care, Budgets, Team Leadership, Healthcare Information..., Contract Negotiation, P&L Management, Selling, Competitive Analysis, Finance, Start-ups, Business Development, Executive Management, Forecasting, Product Marketing, Business Strategy, Strategic Partnerships, Team Building, Account Management
Education
Southern Methodist University - Cox School of Business 1972 — 1973
MBA, Marketing and Finance
Southern Methodist University - Cox School of Business 1969 — 1972
BBA
College of American Pathologists January 2010 - August 2013
Dade Behring/Siemens January 2002 - January 2008
Dade Behring May 1999 - December 2002
Dade Behring June 1997 - May 1999
Merrill Lynch April 1996 - June 1997
Baxter Healthcare January 1975 - August 1995
Skills
Healthcare, Cross-functional Team..., Strategic Planning, Medical Devices, Sales Operations, Strategy, Leadership, Management, Sales, Process Improvement, Product Launch, Hospitals, Marketing Strategy, Analysis, Market Development, Negotiation, Contract Management, Supply Chain Management, Product Development, Product Management, Customer Satisfaction, New Business Development, Business Intelligence, Managed Care, Budgets, Team Leadership, Healthcare Information..., Contract Negotiation, P&L Management, Selling, Competitive Analysis, Finance, Start-ups, Business Development, Executive Management, Forecasting, Product Marketing, Business Strategy, Strategic Partnerships, Team Building, Account Management
Education
Southern Methodist University - Cox School of Business 1972 — 1973
MBA, Marketing and Finance
Southern Methodist University - Cox School of Business 1969 — 1972
BBA
Lorin Young's Merrill Lynch Experience May 2005 - July 2005
Job Director of Giver Services at National Christian Foundation Georgia
Industry Philanthropy
Experience
National Christian Foundation February 2015 - Present
Meridy King Interiors May 2012 - February 2015
Metropolitan Pure Lighting September 2011 - May 2012
Dallas Fan Fares January 2010 - May 2011
Dallas Fan Fares May 2008 - December 2010
Dallas Fan Fares September 2007 - May 2008
Buckhead Christian Ministries June 2006 - August 2006
Merrill Lynch May 2005 - July 2005
Flash Photography June 2004 - July 2004
Skills
Event Management, Microsoft Office, Budgeting, Planning, Writing, Budgets, Project Planning, Fundraising, Marketing, Sales, Nonprofits, Management, Leadership, Strategy, Event Planning, Social Media, Social Media Marketing, Public Speaking, Public Relations, Account Management
Education
Southern Methodist University 2003 — 2007
BA, Political Science, Psychology
The Lovett School 1999 — 2003
National Christian Foundation February 2015 - Present
Meridy King Interiors May 2012 - February 2015
Metropolitan Pure Lighting September 2011 - May 2012
Dallas Fan Fares January 2010 - May 2011
Dallas Fan Fares May 2008 - December 2010
Dallas Fan Fares September 2007 - May 2008
Buckhead Christian Ministries June 2006 - August 2006
Merrill Lynch May 2005 - July 2005
Flash Photography June 2004 - July 2004
Skills
Event Management, Microsoft Office, Budgeting, Planning, Writing, Budgets, Project Planning, Fundraising, Marketing, Sales, Nonprofits, Management, Leadership, Strategy, Event Planning, Social Media, Social Media Marketing, Public Speaking, Public Relations, Account Management
Education
Southern Methodist University 2003 — 2007
BA, Political Science, Psychology
The Lovett School 1999 — 2003
Cameron Lancey's Merrill Lynch Experience May 2012 - August 2012
Job University of California, Santa Barbara Graduate
Industry Hospital & Health Care
Experience
Creative Arts Entertainment Group May 2014 - July 2014
Coldwell Banker Real Estate April 2013 - August 2013
Santa Ynez Recreational Center January 2011 - August 2013
Merrill Lynch May 2012 - August 2012
The Ski Channel May 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Management, Microsoft Word, PowerPoint, Public Speaking, Social Media, Event Planning, Research, Marketing, Fundraising
Education
University of California, Santa Barbara 2013 — 2015
Bachelor’s Degree, Psychology
Southern Methodist University 2010 — 2012
Loyola High School 2006 — 2010
Creative Arts Entertainment Group May 2014 - July 2014
Coldwell Banker Real Estate April 2013 - August 2013
Santa Ynez Recreational Center January 2011 - August 2013
Merrill Lynch May 2012 - August 2012
The Ski Channel May 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Management, Microsoft Word, PowerPoint, Public Speaking, Social Media, Event Planning, Research, Marketing, Fundraising
Education
University of California, Santa Barbara 2013 — 2015
Bachelor’s Degree, Psychology
Southern Methodist University 2010 — 2012
Loyola High School 2006 — 2010
Eric Ferley's Merrill Lynch Experience April 2010 - May 2011
Job Associate at TravisWolff Corporate Finance
Industry Financial Services
Experience
TravisWolff Corporate Finance January 2015 - Present
TravisWolff March 2014 - Present
Pinnacle Technical Resources November 2011 - March 2014
Merrill Lynch April 2010 - May 2011
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Office, Visual Studio, Microsoft Word, Microsoft Dynamics, PowerPoint, Analytics, Forecasting, Financial Modeling, Internal Audit, Pricing, Industry Research, Business Intelligence, Business Analysis, Auditing, Finance, Analysis, Vendor Management
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration, Finance
TravisWolff Corporate Finance January 2015 - Present
TravisWolff March 2014 - Present
Pinnacle Technical Resources November 2011 - March 2014
Merrill Lynch April 2010 - May 2011
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Office, Visual Studio, Microsoft Word, Microsoft Dynamics, PowerPoint, Analytics, Forecasting, Financial Modeling, Internal Audit, Pricing, Industry Research, Business Intelligence, Business Analysis, Auditing, Finance, Analysis, Vendor Management
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Michael Ondruska Michael Ondruska's Merrill Lynch Experience April 2006 - February 2009
Job Corporate Risk Solutions Professional
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
Lloyds Banking Group January 2010 - September 2013
Merrill Lynch April 2006 - February 2009
Morgan Stanley August 1999 - January 2005
Morgan Stanley July 1998 - September 1998
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Interest Rate..., Credit Derivatives, Structured Finance, Hedge Funds, Structured Products, Equities, Portfolio Management, Options, Financial Modeling, Swaps, FX Options, Financial Structuring, Corporate Finance, Bloomberg, Trading, Valuation, Strategy, Risk Management, Hedging, Banking, Financial Markets, Securitization, Commodity, Credit, Finance, ABS
Education
Southern Methodist University - Cox School of Business 1995 — 1999
Bachelor of Business Administration in Finance, Finance, Economics, German
Munich International School 1991 — 1995
International Baccalaureate, Physics, Mathematics, Geography
Goldman Sachs August 2014 - Present
Lloyds Banking Group January 2010 - September 2013
Merrill Lynch April 2006 - February 2009
Morgan Stanley August 1999 - January 2005
Morgan Stanley July 1998 - September 1998
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Interest Rate..., Credit Derivatives, Structured Finance, Hedge Funds, Structured Products, Equities, Portfolio Management, Options, Financial Modeling, Swaps, FX Options, Financial Structuring, Corporate Finance, Bloomberg, Trading, Valuation, Strategy, Risk Management, Hedging, Banking, Financial Markets, Securitization, Commodity, Credit, Finance, ABS
Education
Southern Methodist University - Cox School of Business 1995 — 1999
Bachelor of Business Administration in Finance, Finance, Economics, German
Munich International School 1991 — 1995
International Baccalaureate, Physics, Mathematics, Geography
Jaime Martinez del Rio's Merrill Lynch Experience June 2002 - January 2004
Job Helped some of the world's top brands grow in 20 countries. Multilingual relevancedriven leader.
Industry International Trade and Development
Experience
City Colleges of Chicago May 2012 - Present
MDxI November 2010 - November 2011
7-Eleven, Inc January 2005 - November 2010
7-Eleven, Inc January 2005 - November 2010
Merrill Lynch June 2002 - January 2004
The Coca-Cola Company May 2001 - September 2001
Hodges-Boggus Architects, LLC February 1998 - June 2000
Independent partnership August 1996 - February 1998
Skills
Strategy, Cross-functional Team..., Business Planning, Start-ups, Leadership, Project Management, Management, Latin America, Strategic Planning, Global Business..., Foreign Languages, Strategic Financial..., Forecasting, Business Strategy, Entrepreneurship, Market Analysis, Marketing, Franchising, Asia Pacific, Food Service, Marketing Strategy, Retail, Time Management, Team Building, Multi-Unit Retail, Market Research, Business Development, Training, Spanish, Management Consulting, Operations Management, Sales, Program Management, International Business, Finance, Contract Negotiation, New Business Development, Team Leadership, Global Foodservice, MicroSoft Office Suite, Budgets, Europe, Architectural Design, Apple OS, Microsoft Office, Multilingual, Professional Mentoring, Financial Planning, Operations, Integrated Marketing
Education
The University of Chicago 2013 — 2015
Integrated Marketing
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Marketing/Marketing Management, General
UIA Santa Fe (Jesuit) 1991 — 1996
MS Architecture
Canterbury School - New Milford, CT 1986 — 1990
Prep School
City Colleges of Chicago May 2012 - Present
MDxI November 2010 - November 2011
7-Eleven, Inc January 2005 - November 2010
7-Eleven, Inc January 2005 - November 2010
Merrill Lynch June 2002 - January 2004
The Coca-Cola Company May 2001 - September 2001
Hodges-Boggus Architects, LLC February 1998 - June 2000
Independent partnership August 1996 - February 1998
Skills
Strategy, Cross-functional Team..., Business Planning, Start-ups, Leadership, Project Management, Management, Latin America, Strategic Planning, Global Business..., Foreign Languages, Strategic Financial..., Forecasting, Business Strategy, Entrepreneurship, Market Analysis, Marketing, Franchising, Asia Pacific, Food Service, Marketing Strategy, Retail, Time Management, Team Building, Multi-Unit Retail, Market Research, Business Development, Training, Spanish, Management Consulting, Operations Management, Sales, Program Management, International Business, Finance, Contract Negotiation, New Business Development, Team Leadership, Global Foodservice, MicroSoft Office Suite, Budgets, Europe, Architectural Design, Apple OS, Microsoft Office, Multilingual, Professional Mentoring, Financial Planning, Operations, Integrated Marketing
Education
The University of Chicago 2013 — 2015
Integrated Marketing
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Marketing/Marketing Management, General
UIA Santa Fe (Jesuit) 1991 — 1996
MS Architecture
Canterbury School - New Milford, CT 1986 — 1990
Prep School
Peter Ianace's Merrill Lynch Experience October 2011 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley 2004 - October 2011
AG Edwards & Sons May 1998 - April 2004
Skills
Alternative Investments, Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Due Diligence, Financial Services, Asset Managment, Asset Allocation, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, Separately Managed..., Commercial Lending, Derivatives, Credit, Loans, ETFs, Wealth Management..., Structured Products, Options, Financial Markets, Finance
Education
Wharton School of Business 2005 — 2006
Southern Methodist University - Cox School of Business 1997 — 1998
Bachelor of Science (BS), Finance
Merrill Lynch October 2011 - Present
Morgan Stanley 2004 - October 2011
AG Edwards & Sons May 1998 - April 2004
Skills
Alternative Investments, Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Due Diligence, Financial Services, Asset Managment, Asset Allocation, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, Separately Managed..., Commercial Lending, Derivatives, Credit, Loans, ETFs, Wealth Management..., Structured Products, Options, Financial Markets, Finance
Education
Wharton School of Business 2005 — 2006
Southern Methodist University - Cox School of Business 1997 — 1998
Bachelor of Science (BS), Finance
Joe Sholden's Merrill Lynch Experience September 1997 - January 2013
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
Merrill Lynch September 1997 - January 2013
Arrow Electronics September 1993 - September 1995
Hall-Mark Electronics May 1982 - August 1993
Ernst & Whinney July 1980 - April 1982
Skills
Portfolio Management, Financial Planning, Investments, Long Term Care Insurance
Education
Southern Methodist University - Cox School of Business 1976 — 1980
B.B.A., Accounting
Woodrow Wilson High School 1974 — 1976
Wells Fargo Advisors, LLC January 2013 - Present
Merrill Lynch September 1997 - January 2013
Arrow Electronics September 1993 - September 1995
Hall-Mark Electronics May 1982 - August 1993
Ernst & Whinney July 1980 - April 1982
Skills
Portfolio Management, Financial Planning, Investments, Long Term Care Insurance
Education
Southern Methodist University - Cox School of Business 1976 — 1980
B.B.A., Accounting
Woodrow Wilson High School 1974 — 1976
Paul Panza's Merrill Lynch Experience 2005 - 2006
Job Business Development Manager at Spendonlife.com
Industry Internet
Experience
One Technologies 2007 - Present
Hunt Corp. 2006 - 2007
Merrill Lynch 2005 - 2006
Education
Southern Methodist University - Cox School of Business
Economics and Finance, Economics and Finance
One Technologies 2007 - Present
Hunt Corp. 2006 - 2007
Merrill Lynch 2005 - 2006
Education
Southern Methodist University - Cox School of Business
Economics and Finance, Economics and Finance
Cord Adams's Merrill Lynch Experience April 1997 - April 1998
Job Managing Director, Shamrock Asset Management
Industry Financial Services
Experience
Shamrock Asset Management, LLC November 2010 - Present
Tolleson Wealth Management October 2009 - August 2010
Quintessence Group, Ltd. March 2004 - October 2009
Bernstein Investment Research & Mgt October 1998 - February 2004
Bernstein Investment Research and Management 1998 - 2004
Merrill Lynch April 1997 - April 1998
Skills
Investments, Asset Management, Wealth Management, High Net Worth..., Portfolio Management
Education
Southern Methodist University 1991 — 1995
Finance, Finance / Advertising
Southern Methodist University - Cox School of Business 1991 — 1995
Bachelor of Business Administration, Finance
Shamrock Asset Management, LLC November 2010 - Present
Tolleson Wealth Management October 2009 - August 2010
Quintessence Group, Ltd. March 2004 - October 2009
Bernstein Investment Research & Mgt October 1998 - February 2004
Bernstein Investment Research and Management 1998 - 2004
Merrill Lynch April 1997 - April 1998
Skills
Investments, Asset Management, Wealth Management, High Net Worth..., Portfolio Management
Education
Southern Methodist University 1991 — 1995
Finance, Finance / Advertising
Southern Methodist University - Cox School of Business 1991 — 1995
Bachelor of Business Administration, Finance
Brendan Light's Merrill Lynch Experience May 2005 - May 2011
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2011 - Present
Merrill Lynch May 2005 - May 2011
Emergisoft Corporation May 2003 - September 2003
Education
Southern Methodist University 2002 — 2006
BBA, Accounting/Financial Consulting
Southern Methodist University - Cox School of Business
Accounting, Financial Consulting
UBS Financial Services March 2011 - Present
Merrill Lynch May 2005 - May 2011
Emergisoft Corporation May 2003 - September 2003
Education
Southern Methodist University 2002 — 2006
BBA, Accounting/Financial Consulting
Southern Methodist University - Cox School of Business
Accounting, Financial Consulting
Dalvin Davis's Merrill Lynch Experience May 2010 - November 2010
Job Financial Analyst at ResearchNow
Industry Venture Capital & Private Equity
Experience
Research Now November 2013 - Present
LBJ Express October 2011 - July 2013
Ericsson January 2011 - October 2011
Merrill Lynch May 2010 - November 2010
Merrill Lynch October 2008 - May 2010
Ace Parking May 2007 - October 2008
Skills
Finance, Valuation, Financial Reporting, Financial Analysis, Portfolio Management, Analysis, Financial Modeling, Investments, Linear Regression, Consulting, Management Consulting, Corporate Finance, Asset Management, Equities, Strategic Financial..., Investment Banking, Bloomberg, Due Diligence, Private Equity, Risk Management, Accounting, Derivatives, Microsoft Excel, Alternative Investments, Trading, Anaplan Software, Forecasting
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Southern Methodist University 2006 — 2010
B.S, Economics with Financial Analysis
Van High School 2002 — 2006
Diploma
Research Now November 2013 - Present
LBJ Express October 2011 - July 2013
Ericsson January 2011 - October 2011
Merrill Lynch May 2010 - November 2010
Merrill Lynch October 2008 - May 2010
Ace Parking May 2007 - October 2008
Skills
Finance, Valuation, Financial Reporting, Financial Analysis, Portfolio Management, Analysis, Financial Modeling, Investments, Linear Regression, Consulting, Management Consulting, Corporate Finance, Asset Management, Equities, Strategic Financial..., Investment Banking, Bloomberg, Due Diligence, Private Equity, Risk Management, Accounting, Derivatives, Microsoft Excel, Alternative Investments, Trading, Anaplan Software, Forecasting
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Southern Methodist University 2006 — 2010
B.S, Economics with Financial Analysis
Van High School 2002 — 2006
Diploma
Josh Ritter's Merrill Lynch Experience May 2011 - August 2012
Job VP, Finance & Business Development at S&L Holdings
Industry Financial Services
Experience
3D MedSolutions April 2015 - Present
SurgiCor, LLC March 2013 - Present
Merrill Lynch May 2011 - August 2012
Beacon Holdings Group, LLC October 2009 - March 2011
Deloitte June 2006 - October 2009
Skills
Finance, Financial Analysis, Strategic Planning, Leadership, Financial Modeling, Management, Marketing, Due Diligence, Customer Service, Mergers & Acquisitions
Education
Southern Methodist University 2000 — 2006
3D MedSolutions April 2015 - Present
SurgiCor, LLC March 2013 - Present
Merrill Lynch May 2011 - August 2012
Beacon Holdings Group, LLC October 2009 - March 2011
Deloitte June 2006 - October 2009
Skills
Finance, Financial Analysis, Strategic Planning, Leadership, Financial Modeling, Management, Marketing, Due Diligence, Customer Service, Mergers & Acquisitions
Education
Southern Methodist University 2000 — 2006
Vincent Humphrey's Merrill Lynch Experience August 2000 - June 2003
Job Financial Services Professional
Industry Financial Services
Experience
Fannie Mae August 2003 - April 2007
Merrill Lynch August 2000 - June 2003
Education
Southern Methodist University - Cox School of Business 2006 — 2008
University of North Texas 1988 — 1992
BA, Economics
Fannie Mae August 2003 - April 2007
Merrill Lynch August 2000 - June 2003
Education
Southern Methodist University - Cox School of Business 2006 — 2008
University of North Texas 1988 — 1992
BA, Economics
Lindsey Schaefer's Merrill Lynch Experience 2002 - 2003
Job Vice President of National Development at IDEA Public Schools
Industry Education Management
Experience
IDEA Public Schools March 2012 - Present
IDEA Public Schools April 2009 - March 2012
Goldman Sachs June 2007 - March 2009
Goldman Sachs June 2004 - May 2007
Merrill Lynch 2002 - 2003
Skills
Alternative Investments, Portfolio Management, Asset Management, Investments, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Risk Management, Fundraising, Nonprofits, Public Speaking, Valuation, Hedge Funds, Equities, Strategic Planning, Leadership, Budgets, Philanthropy, Strategy
Education
Southern Methodist University - Cox School of Business 2000 — 2004
Bachelor of Arts in Finance, Bachelor of Science in Spanish
Lake Forest High School 1997 — 2000
IDEA Public Schools March 2012 - Present
IDEA Public Schools April 2009 - March 2012
Goldman Sachs June 2007 - March 2009
Goldman Sachs June 2004 - May 2007
Merrill Lynch 2002 - 2003
Skills
Alternative Investments, Portfolio Management, Asset Management, Investments, Series 7, Asset Allocation, Investment Advisory, Wealth Management, Risk Management, Fundraising, Nonprofits, Public Speaking, Valuation, Hedge Funds, Equities, Strategic Planning, Leadership, Budgets, Philanthropy, Strategy
Education
Southern Methodist University - Cox School of Business 2000 — 2004
Bachelor of Arts in Finance, Bachelor of Science in Spanish
Lake Forest High School 1997 — 2000
Clayton Meadows's Merrill Lynch Experience June 2001 - 2014
Job Head of Global Operations
Industry Financial Services
Experience
REDI Global Technologies May 2014 - Present
Merrill Lynch June 2001 - 2014
InstaQuote - Direct Access Financial Corp April 2001 - March 2004
Skills
Equities, Trading Systems, Hedge Funds, Prime Brokerage, Equity Trading, Electronic Trading, Options, Market Data, Alternative Investments, Fixed Income, Trading, Series 7, Series 24, Series 63, FINRA, Low Latency, SDLC, Middle Office, Product Management, Strategic Planning, Transition Management, Due Diligence, Cost Management, Operations Management
Education
Southern Methodist University 1991 — 1993
REDI Global Technologies May 2014 - Present
Merrill Lynch June 2001 - 2014
InstaQuote - Direct Access Financial Corp April 2001 - March 2004
Skills
Equities, Trading Systems, Hedge Funds, Prime Brokerage, Equity Trading, Electronic Trading, Options, Market Data, Alternative Investments, Fixed Income, Trading, Series 7, Series 24, Series 63, FINRA, Low Latency, SDLC, Middle Office, Product Management, Strategic Planning, Transition Management, Due Diligence, Cost Management, Operations Management
Education
Southern Methodist University 1991 — 1993
Courtney Molnar's Merrill Lynch Experience June 2009 - February 2011
Job Private Banking Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Merrill Lynch June 2009 - February 2011
UBS 2004 - June 2009
Citigroup 2004 - 2006
UBS 2001 - 2004
Education
Southern Methodist University
Credit Suisse June 2013 - Present
Merrill Lynch June 2009 - February 2011
UBS 2004 - June 2009
Citigroup 2004 - 2006
UBS 2001 - 2004
Education
Southern Methodist University
Krishna Kanth Vishnubhotla, MBA's Merrill Lynch Experience January 2008 - December 2011
Job DevOps Engagement Manager at CA Technologies
Industry Information Technology and Services
Experience
CA Technologies April 2013 - Present
Accenture January 2012 - March 2013
Merrill Lynch January 2008 - December 2011
Merrill Lynch February 2005 - December 2007
Skills
Business Intelligence, Business Analysis, Quality Assurance, Program Management, Visio, Salesforce.com, Test Automation, Quality Center, iTKO LISA, Business Process, Oracle, Master Data Management, QTP, Process Modeling, Application Performance..., Requirements Analysis, Integration, NoSQL, Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Executive MBA
The University of Texas at Arlington 2003 — 2005
Masters, Computer Science
JNNCE 1999 — 2003
Bachelor Of Engineering, Computer Science
CA Technologies April 2013 - Present
Accenture January 2012 - March 2013
Merrill Lynch January 2008 - December 2011
Merrill Lynch February 2005 - December 2007
Skills
Business Intelligence, Business Analysis, Quality Assurance, Program Management, Visio, Salesforce.com, Test Automation, Quality Center, iTKO LISA, Business Process, Oracle, Master Data Management, QTP, Process Modeling, Application Performance..., Requirements Analysis, Integration, NoSQL, Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Executive MBA
The University of Texas at Arlington 2003 — 2005
Masters, Computer Science
JNNCE 1999 — 2003
Bachelor Of Engineering, Computer Science
Lou Olerio's Merrill Lynch Experience January 2000 - January 2005
Job Real Estate Investor / General Contractor
Industry Real Estate
Experience
Lou Olerio Company 2009 - Present
Regent Custom Homes 2007 - Present
Handy Dan 2005 - 2009
Merrill Lynch January 2000 - January 2005
Education
Southern Methodist University 1995 — 1999
Bachelors, Economics
Governor's Academy 1991 — 1995
High School
Lou Olerio Company 2009 - Present
Regent Custom Homes 2007 - Present
Handy Dan 2005 - 2009
Merrill Lynch January 2000 - January 2005
Education
Southern Methodist University 1995 — 1999
Bachelors, Economics
Governor's Academy 1991 — 1995
High School
Cecil D. Moore's Merrill Lynch Experience June 2008 - May 2011
Job Lic. Real Estate Broker at Moore Property Group, LLC
Industry Real Estate
Experience
Moore Property Group, LLC June 2011 - Present
Merrill Lynch June 2008 - May 2011
Interlachen Mortgage, Inc. September 2003 - June 2008
The Transaction Brokers, LLC May 2003 - June 2008
Skills
Real Estate, Commercial Real Estate, Finance, Financial Services, Strategic Planning, Wealth Management
Education
Southern Methodist University - Cox School of Business 1999 — 2000
BBA, Finance & Real Estate
Southern Methodist University 1996 — 2000
BBA, Finance & Real Estate
Lake Highland Preparatory School 1984 — 1996
Moore Property Group, LLC June 2011 - Present
Merrill Lynch June 2008 - May 2011
Interlachen Mortgage, Inc. September 2003 - June 2008
The Transaction Brokers, LLC May 2003 - June 2008
Skills
Real Estate, Commercial Real Estate, Finance, Financial Services, Strategic Planning, Wealth Management
Education
Southern Methodist University - Cox School of Business 1999 — 2000
BBA, Finance & Real Estate
Southern Methodist University 1996 — 2000
BBA, Finance & Real Estate
Lake Highland Preparatory School 1984 — 1996
Raoul Shroff's Merrill Lynch Experience January 2012 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
JPMorgan Chase April 2006 - December 2012
Education
Southern Methodist University - Cox School of Business
Merrill Lynch January 2012 - Present
JPMorgan Chase April 2006 - December 2012
Education
Southern Methodist University - Cox School of Business
Amy Juba, CFRE's Merrill Lynch Experience February 1994 - June 2004
Job Director of Development at Don Harrington Discovery Center
Industry Nonprofit Organization Management
Experience
Don Harrington Discovery Center May 2013 - Present
Amarillo Habitat for Humanity February 2013 - May 2013
Harrington Cancer Center August 2010 - December 2012
Self-Employed January 2008 - August 2010
Thornberry for Congress June 2004 - November 2007
Merrill Lynch February 1994 - June 2004
Ford Motor Company and The Associates September 1991 - February 1994
TracyLocke September 1988 - August 1990
Skills
Fundraising, Non-profits, Philanthropy, Public Relations, Board Development, Media Relations, Strategic Planning, Public Speaking, Event Planning, Marketing Communications, Social Media, Marketing, Planned Giving, Marketing Strategy, Prospect Research, Event Management, Non-profit..., Microsoft Excel, Stewardship, PowerPoint, Nonprofits, Copywriting, Advertising, Volunteer Management, Grant Writing, Management, Brand Management, Press Releases, Strategic Communications, Community Outreach, Grants, Annual Giving, Media Planning, Social Networking, Social Media Marketing, Fundraisers, Training, Community Development, Newsletters, Program Development, Sponsorship, Non-profit Board..., Leadership, Customer Service, Sales, Team Building, Budgets, Editing
Education
Southern Methodist University - Cox School of Business 1990 — 1991
MBA, Business
The University of Texas at Austin 1982 — 1986
BBA, Marketing
Don Harrington Discovery Center May 2013 - Present
Amarillo Habitat for Humanity February 2013 - May 2013
Harrington Cancer Center August 2010 - December 2012
Self-Employed January 2008 - August 2010
Thornberry for Congress June 2004 - November 2007
Merrill Lynch February 1994 - June 2004
Ford Motor Company and The Associates September 1991 - February 1994
TracyLocke September 1988 - August 1990
Skills
Fundraising, Non-profits, Philanthropy, Public Relations, Board Development, Media Relations, Strategic Planning, Public Speaking, Event Planning, Marketing Communications, Social Media, Marketing, Planned Giving, Marketing Strategy, Prospect Research, Event Management, Non-profit..., Microsoft Excel, Stewardship, PowerPoint, Nonprofits, Copywriting, Advertising, Volunteer Management, Grant Writing, Management, Brand Management, Press Releases, Strategic Communications, Community Outreach, Grants, Annual Giving, Media Planning, Social Networking, Social Media Marketing, Fundraisers, Training, Community Development, Newsletters, Program Development, Sponsorship, Non-profit Board..., Leadership, Customer Service, Sales, Team Building, Budgets, Editing
Education
Southern Methodist University - Cox School of Business 1990 — 1991
MBA, Business
The University of Texas at Austin 1982 — 1986
BBA, Marketing
Gregory Harned, CFP, CRPC's Merrill Lynch Experience May 1985 - Present
Job Senior Vice President Wealth Management, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1985 - Present
North Texas Angel Network February 2014 - Present
Skills
Portfolio Risk Analysis, Personal and Family..., Estate Planning, IRAs and IRA Rollovers, Asset Allocation, Alernative Investments, Portfolio Performance..., Risk Management, Finance, Portfolio Management, Financial Analysis, Alternative Investments, Mergers & Acquisitions, Management, Small Business, Securities, Leadership
Education
Southern Methodist University 1990 — 1992
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Oklahoma 1980 — 1984
Bachelor's degree, Marketing
Merrill Lynch May 1985 - Present
North Texas Angel Network February 2014 - Present
Skills
Portfolio Risk Analysis, Personal and Family..., Estate Planning, IRAs and IRA Rollovers, Asset Allocation, Alernative Investments, Portfolio Performance..., Risk Management, Finance, Portfolio Management, Financial Analysis, Alternative Investments, Mergers & Acquisitions, Management, Small Business, Securities, Leadership
Education
Southern Methodist University 1990 — 1992
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Oklahoma 1980 — 1984
Bachelor's degree, Marketing
Jeff Christophersen's Merrill Lynch Experience September 2007 - November 2007
Job Business Consultant at Cisco
Industry Telecommunications
Experience
Cisco June 2015 - Present
Cisco April 2014 - June 2015
Ecova October 2012 - April 2014
Energy Future Holdings June 2011 - October 2012
JPMorgan Chase June 2009 - June 2011
Merrill Lynch September 2007 - November 2007
Wachovia Securities, LLC June 2007 - July 2007
Skills
VBA, SQL, Excel, Risk, Asset Management, Energy Trading, Asset Managment, Microsoft Excel, Financial Risk, Credit Risk, Financial Analysis, Commodity Markets, Forecasting, Financial Modeling, Risk Management, Access, Financial Reporting, Analysis, Investments, Business Intelligence, P&L Tracking, Relationship Management, Process Enhancement, Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy
Southern Methodist University 2005 — 2009
BS, BA, Economics with Financial Applications, Public Policy
Cisco June 2015 - Present
Cisco April 2014 - June 2015
Ecova October 2012 - April 2014
Energy Future Holdings June 2011 - October 2012
JPMorgan Chase June 2009 - June 2011
Merrill Lynch September 2007 - November 2007
Wachovia Securities, LLC June 2007 - July 2007
Skills
VBA, SQL, Excel, Risk, Asset Management, Energy Trading, Asset Managment, Microsoft Excel, Financial Risk, Credit Risk, Financial Analysis, Commodity Markets, Forecasting, Financial Modeling, Risk Management, Access, Financial Reporting, Analysis, Investments, Business Intelligence, P&L Tracking, Relationship Management, Process Enhancement, Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Strategy
Southern Methodist University 2005 — 2009
BS, BA, Economics with Financial Applications, Public Policy
Anthony Bednarczyk's Merrill Lynch Experience December 2007 - May 2008
Job Project Manager at Ignite Sales, MBA Candidate at UT McCombs School of Business
Industry Financial Services
Experience
Ignite Sales March 2012 - Present
Grant Thornton LLP November 2011 - March 2012
Accor North America June 2011 - November 2011
Astadia August 2010 - March 2011
Locke Lord Bissell & Liddell LLP 2009 - 2009
Merrill Lynch December 2007 - May 2008
Skills
Analytics, Data Analysis, Financial Analysis, SPSS, Quantitative Analytics, Analysis, Management, Strategy, Project Management, Excel, Process Improvement, Marketing Strategy, Microsoft Office, SPSS Clementine, Business Analysis, Retail Banking, Financial Modeling, Financial Reporting, PowerPoint, Bloomberg Terminal, Oracle, Oracle Financials, Tableau, Pivot Tables, Strategic Planning, Finance, Microsoft Excel, Business Process..., Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Management
Southern Methodist University 2004 — 2008
BS, Economics
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Finance
Ignite Sales March 2012 - Present
Grant Thornton LLP November 2011 - March 2012
Accor North America June 2011 - November 2011
Astadia August 2010 - March 2011
Locke Lord Bissell & Liddell LLP 2009 - 2009
Merrill Lynch December 2007 - May 2008
Skills
Analytics, Data Analysis, Financial Analysis, SPSS, Quantitative Analytics, Analysis, Management, Strategy, Project Management, Excel, Process Improvement, Marketing Strategy, Microsoft Office, SPSS Clementine, Business Analysis, Retail Banking, Financial Modeling, Financial Reporting, PowerPoint, Bloomberg Terminal, Oracle, Oracle Financials, Tableau, Pivot Tables, Strategic Planning, Finance, Microsoft Excel, Business Process..., Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA), Management
Southern Methodist University 2004 — 2008
BS, Economics
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Finance
Cary Williams's Merrill Lynch Experience 1987 - 2012
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
RBC Capital Markets April 2012 - August 2014
Merrill Lynch 1987 - 2012
Skills
Capital Markets, Fixed Income, Alternative Investments, Structured Finance, Structured Products, Derivatives, Hedge Funds, Investment Banking, Portfolio Management, Equities, Bloomberg, Securitization, Financial Structuring, Bonds, ABS, Credit Derivatives, Leveraged Finance, CDO, Valuation, MBS, Swaps, Interest Rate..., CDS, Securities, CMBS
Education
Southern Methodist University
Master of Business Administration (MBA), Real Estate/Finance
The University of Oklahoma
Bachelor of Business Administration (BBA), Accounting and Finance
Credit Suisse September 2014 - Present
RBC Capital Markets April 2012 - August 2014
Merrill Lynch 1987 - 2012
Skills
Capital Markets, Fixed Income, Alternative Investments, Structured Finance, Structured Products, Derivatives, Hedge Funds, Investment Banking, Portfolio Management, Equities, Bloomberg, Securitization, Financial Structuring, Bonds, ABS, Credit Derivatives, Leveraged Finance, CDO, Valuation, MBS, Swaps, Interest Rate..., CDS, Securities, CMBS
Education
Southern Methodist University
Master of Business Administration (MBA), Real Estate/Finance
The University of Oklahoma
Bachelor of Business Administration (BBA), Accounting and Finance
Cal Lebeck's Merrill Lynch Experience May 1978 - March 1981
Job President/CEO at Kenney Bank and Trust
Industry Financial Services
Experience
Kenney Bank and Trust May 2014 - July 2015
DuPage National Bank May 2012 - January 2014
Kershner & Associates January 2011 - April 2012
Burling Bank October 1999 - December 2009
Preferred Mortgage Associates April 1998 - April 1999
Standard Financial Mortgage June 1995 - March 1998
MGIC July 1992 - March 1995
Mid America Bank June 1985 - August 1992
First Chicago December 1982 - May 1985
Merrill Lynch May 1978 - March 1981
Skills
Portfolio Management, Quantitative Analysis, Client Relationship..., Revenue Generation, Loan Workouts, Cost Containment, Mortgage Banking, Loans, Mortgage, Banking, Financial Institutions, Risk Management, Strategic Planning, Mortgage Lending, Business Development, Capital Markets, Loan Servicing, CRM, Start-ups, Credit, Loan Origination, Investments
Education
Southern Methodist University - Cox School of Business
BBA, Accounting, Finance
Kenney Bank and Trust May 2014 - July 2015
DuPage National Bank May 2012 - January 2014
Kershner & Associates January 2011 - April 2012
Burling Bank October 1999 - December 2009
Preferred Mortgage Associates April 1998 - April 1999
Standard Financial Mortgage June 1995 - March 1998
MGIC July 1992 - March 1995
Mid America Bank June 1985 - August 1992
First Chicago December 1982 - May 1985
Merrill Lynch May 1978 - March 1981
Skills
Portfolio Management, Quantitative Analysis, Client Relationship..., Revenue Generation, Loan Workouts, Cost Containment, Mortgage Banking, Loans, Mortgage, Banking, Financial Institutions, Risk Management, Strategic Planning, Mortgage Lending, Business Development, Capital Markets, Loan Servicing, CRM, Start-ups, Credit, Loan Origination, Investments
Education
Southern Methodist University - Cox School of Business
BBA, Accounting, Finance
Michael Brakey's Merrill Lynch Experience January 1994 - May 2011
Job MD, Head of HNW Lending at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Merrill Lynch January 1994 - May 2011
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1983 — 1987
bba
Morgan Stanley May 2011 - Present
Merrill Lynch January 1994 - May 2011
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Finance
The University of Texas at Austin 1983 — 1987
bba
David Stephens's Merrill Lynch Experience September 2001 - December 2008
Job Managing Director at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch September 2001 - December 2008
eBondtrade.com September 2000 - September 2001
Stephens, McCarthy, Kuenzel & Caldwell, Ltd. March 1995 - August 2000
Skills
Investment Banking, Municipalities, Capital Markets, Trading Strategies, Credit Risk, Municipal Bonds, municipal credit..., Credit, Fixed Income, Structured Products, Portfolio Management, Options, Equity Research, Series 24, Structured Finance, Bonds, Financial Structuring, Financial Markets, Private Equity, Securities, Alternative Investments, Series 7, Mutual Funds, Derivatives, Financial Modeling, Wealth Management, Electronic Trading, FINRA
Education
Southern Methodist University 1981 — 1983
BBA, Finance, Economics
University of Michigan 1977 — 1980
Engineering
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch September 2001 - December 2008
eBondtrade.com September 2000 - September 2001
Stephens, McCarthy, Kuenzel & Caldwell, Ltd. March 1995 - August 2000
Skills
Investment Banking, Municipalities, Capital Markets, Trading Strategies, Credit Risk, Municipal Bonds, municipal credit..., Credit, Fixed Income, Structured Products, Portfolio Management, Options, Equity Research, Series 24, Structured Finance, Bonds, Financial Structuring, Financial Markets, Private Equity, Securities, Alternative Investments, Series 7, Mutual Funds, Derivatives, Financial Modeling, Wealth Management, Electronic Trading, FINRA
Education
Southern Methodist University 1981 — 1983
BBA, Finance, Economics
University of Michigan 1977 — 1980
Engineering
Francis O'Sullivan's Merrill Lynch Experience July 2008 - February 2009
Job Head of Rewards Americas at BNP Paribas
Industry Financial Services
Experience
BNP Paribas August 2015 - Present
H January 2015 - August 2015
Bank of America Merrill Lynch September 2014 - January 2015
Bank of America Merrill Lynch April 2013 - September 2014
Bank of America Merrill Lynch July 2009 - April 2013
Bank of America Merrill Lynch February 2009 - July 2009
Merrill Lynch July 2008 - February 2009
Merrill Lynch November 2001 - July 2008
Skills
Investment Banking, Deferred Compensation, Human Resources, Wealth Management, Equities, Capital Markets, Financial Services, Financial Modeling, Risk Management, Mergers & Acquisitions, Financial Analysis, Relationship Management, Succession Planning, Vendor Management, Talent Management
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Economics
Southern Methodist University 1990 — 1994
BA/BS, History/Econ w. Finance
BNP Paribas August 2015 - Present
H January 2015 - August 2015
Bank of America Merrill Lynch September 2014 - January 2015
Bank of America Merrill Lynch April 2013 - September 2014
Bank of America Merrill Lynch July 2009 - April 2013
Bank of America Merrill Lynch February 2009 - July 2009
Merrill Lynch July 2008 - February 2009
Merrill Lynch November 2001 - July 2008
Skills
Investment Banking, Deferred Compensation, Human Resources, Wealth Management, Equities, Capital Markets, Financial Services, Financial Modeling, Risk Management, Mergers & Acquisitions, Financial Analysis, Relationship Management, Succession Planning, Vendor Management, Talent Management
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Economics
Southern Methodist University 1990 — 1994
BA/BS, History/Econ w. Finance
Wes Light's Merrill Lynch Experience 2007 - 2007
Job Financial Analyst II
Industry Oil & Energy
Experience
Chesapeake Energy April 2014 - Present
Chesapeake Energy August 2011 - April 2014
Accenture 2008 - 2010
Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Finance, Accounting, Microsoft Excel, Hyperion Enterprise, Due Diligence, Financial Accounting, Sarbanes-Oxley Act, US GAAP, General Ledger, Energy Industry, SAP, Oil, Natural Gas, Internal Controls, Variance Analysis, Account Reconciliation, Forecasting, Cash Flow, Financial Modeling, Energy
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Chesapeake Energy April 2014 - Present
Chesapeake Energy August 2011 - April 2014
Accenture 2008 - 2010
Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Finance, Accounting, Microsoft Excel, Hyperion Enterprise, Due Diligence, Financial Accounting, Sarbanes-Oxley Act, US GAAP, General Ledger, Energy Industry, SAP, Oil, Natural Gas, Internal Controls, Variance Analysis, Account Reconciliation, Forecasting, Cash Flow, Financial Modeling, Energy
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Carrol M (Buzz) Bennett's Merrill Lynch Experience December 2012 - Present
Job Retired at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Merrill Lynch March 1998 - December 2012
Skills
Retirement Planning, Series 7, Strategic Financial..., Investments, Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Securities, Series 65, Financial Advisory, Investment Strategies, Fixed Annuities, Alternative Investments, Series 63, IRAs, Wealth Management..., Bonds, 401k, FINRA, ETFs, 401k Rollovers, Wealth Accumulation, Financial Planners, Life Insurance, Financial Modeling, Portfolio Management, Insurance, Investment Banking, Estate Planning, Private Equity, Investment Management, Wealth, Asset Management, Variable Annuities, Valuation, Series 6, Series 24, Options, Saving for Education, Fixed Income, Personal Financial..., Separately Managed..., 529 Plans, High Net Worth..., College Savings Plans, Roth IRA, Certified Financial...
Education
New York Institute of Finance 1960 — 1961
Associate of Finance, Finance
SMU 1957 — 1960
Merrill Lynch December 2012 - Present
Merrill Lynch March 1998 - December 2012
Skills
Retirement Planning, Series 7, Strategic Financial..., Investments, Uniform Combined State..., Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Retirement, Securities, Series 65, Financial Advisory, Investment Strategies, Fixed Annuities, Alternative Investments, Series 63, IRAs, Wealth Management..., Bonds, 401k, FINRA, ETFs, 401k Rollovers, Wealth Accumulation, Financial Planners, Life Insurance, Financial Modeling, Portfolio Management, Insurance, Investment Banking, Estate Planning, Private Equity, Investment Management, Wealth, Asset Management, Variable Annuities, Valuation, Series 6, Series 24, Options, Saving for Education, Fixed Income, Personal Financial..., Separately Managed..., 529 Plans, High Net Worth..., College Savings Plans, Roth IRA, Certified Financial...
Education
New York Institute of Finance 1960 — 1961
Associate of Finance, Finance
SMU 1957 — 1960
Karl Newlin's Merrill Lynch Experience June 1997 - March 2009
Job Chief Financial Officer at Piedmont Natural Gas
Industry Utilities
Experience
Piedmont Natural Gas November 2011 - Present
Piedmont Natural Gas May 2010 - November 2011
Merrill Lynch June 1997 - March 2009
Bear Stearns 1994 - 1996
Skills
Mergers, Financial Modeling, Risk Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA
Piedmont Natural Gas November 2011 - Present
Piedmont Natural Gas May 2010 - November 2011
Merrill Lynch June 1997 - March 2009
Bear Stearns 1994 - 1996
Skills
Mergers, Financial Modeling, Risk Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA
Dana Herman's Merrill Lynch Experience October 2003 - October 2008
Job Associate, Futures & Options at JPM Futures
Industry Financial Services
Experience
JPM Futures October 2008 - Present
Merrill Lynch October 2003 - October 2008
Education
Southern Methodist University
BBA
JPM Futures October 2008 - Present
Merrill Lynch October 2003 - October 2008
Education
Southern Methodist University
BBA
Patrick Bukowitz's Merrill Lynch Experience June 2007 - August 2007
Job Broker Associate at Briggs Freeman Sotheby's International Realty
Industry Real Estate
Experience
Briggs Freeman Sotheby's International Realty April 2014 - Present
Scott Carlson Real Estate, Inc. September 2009 - April 2014
Cumulus Media March 2009 - August 2009
Merrill Lynch June 2007 - August 2007
CBS Radio June 2006 - August 2006
Skills
Valuation, Investments, Asset Managment, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Loans, Real Estate Development, Investment Properties, Real Estate Economics
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Finance
Briggs Freeman Sotheby's International Realty April 2014 - Present
Scott Carlson Real Estate, Inc. September 2009 - April 2014
Cumulus Media March 2009 - August 2009
Merrill Lynch June 2007 - August 2007
CBS Radio June 2006 - August 2006
Skills
Valuation, Investments, Asset Managment, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Loans, Real Estate Development, Investment Properties, Real Estate Economics
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Finance
Guru Subramanian's Merrill Lynch Experience 1998 - 2009
Job Global Service Director at AT&T
Industry Telecommunications
Experience
AT&T September 2001 - Present
Merrill Lynch 1998 - 2009
Merrill Lynch July 1998 - August 2001
Cigna July 1986 - July 1997
Skills
VoIP, Telecommunications, Vendor Management, Managed Services, Data Center, Project Management, Process Improvement, Program Management, Contract Management, Computer Network...
Education
Southern Methodist University 1988 — 1990
MS, Telecommunications
AT&T September 2001 - Present
Merrill Lynch 1998 - 2009
Merrill Lynch July 1998 - August 2001
Cigna July 1986 - July 1997
Skills
VoIP, Telecommunications, Vendor Management, Managed Services, Data Center, Project Management, Process Improvement, Program Management, Contract Management, Computer Network...
Education
Southern Methodist University 1988 — 1990
MS, Telecommunications
Daniel Whittle's Merrill Lynch Experience September 2010 - September 2011
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wells Fargo April 2006 - September 2010
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Biochemistry, Mathematics
Frisco High School
Fidelity Investments September 2011 - Present
Merrill Lynch September 2010 - September 2011
Wells Fargo April 2006 - September 2010
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Biochemistry, Mathematics
Frisco High School
Eric Flyg's Merrill Lynch Experience May 2006 - February 2009
Job Counselor and Play Therapist
Industry Mental Health Care
Experience
Richland Oaks Counseling Center February 2015 - Present
Elledge Counseling Associates January 2014 - Present
Mosaic Family Services, Inc. January 2013 - August 2013
Platinum Motor Cars April 2010 - September 2011
Archon Group July 2009 - April 2010
Merrill Lynch May 2006 - February 2009
Wells Fargo July 2004 - April 2006
Skills
Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Investments, Asset Managment, Equities, Banking, Project Management, Customer Service, Psychotherapy
Education
Dallas Theological Seminary 2011 — 2014
Master of Arts (M.A.), Mental Health Counseling/Counselor
Southern Methodist University 1996 — 2000
BBA, General Business
Richland Oaks Counseling Center February 2015 - Present
Elledge Counseling Associates January 2014 - Present
Mosaic Family Services, Inc. January 2013 - August 2013
Platinum Motor Cars April 2010 - September 2011
Archon Group July 2009 - April 2010
Merrill Lynch May 2006 - February 2009
Wells Fargo July 2004 - April 2006
Skills
Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Investments, Asset Managment, Equities, Banking, Project Management, Customer Service, Psychotherapy
Education
Dallas Theological Seminary 2011 — 2014
Master of Arts (M.A.), Mental Health Counseling/Counselor
Southern Methodist University 1996 — 2000
BBA, General Business
Scott Kirchhoff's Merrill Lynch Experience 2010 - 2010
Job Associate at Trammell Crow Company
Industry Real Estate
Experience
Trammell Crow Company October 2014 - Present
Goldman Sachs June 2012 - October 2014
Archon Group June 2011 - August 2011
Merrill Lynch 2010 - 2010
Skills
Wealth Management, Investment Management, Valuation, Bloomberg, Financial Modeling, Equities, Capital Markets, Fixed Income, Private Equity
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance
Trammell Crow Company October 2014 - Present
Goldman Sachs June 2012 - October 2014
Archon Group June 2011 - August 2011
Merrill Lynch 2010 - 2010
Skills
Wealth Management, Investment Management, Valuation, Bloomberg, Financial Modeling, Equities, Capital Markets, Fixed Income, Private Equity
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance
Carter Kauffman's Merrill Lynch Experience July 2010 - September 2011
Job Petroleum Landman at Schoeffler Energy Group, Inc.
Industry Oil & Energy
Experience
Schoeffler Energy Group, Inc. September 2011 - Present
Merrill Lynch July 2010 - September 2011
UBS Wealth Management June 2009 - August 2009
Thomas Development Corporation May 2008 - August 2008
Skills
Due Diligence, Abstracting, Division Orders, Contract Negotiation, Title Research, Production Analysis, Working Interest, Lease Negotiation, Contract Preparation, Title Review, Overriding Royalty..., iLandman, Energy, Energy Industry, Natural Gas, Lease Negotiations, Operating Agreements, Pipelines, Mineral Rights, Leases, Title Opinions, Contract Management, Chain of Title, Title Searches, Oil & Gas Industry, Oil/Gas, Research, Oil, Titles
Education
Southern Methodist University - Cox School of Business 2007 — 2010
Bachelor of Business Administration, Finance with an emphasis in Accounting
Schoeffler Energy Group, Inc. September 2011 - Present
Merrill Lynch July 2010 - September 2011
UBS Wealth Management June 2009 - August 2009
Thomas Development Corporation May 2008 - August 2008
Skills
Due Diligence, Abstracting, Division Orders, Contract Negotiation, Title Research, Production Analysis, Working Interest, Lease Negotiation, Contract Preparation, Title Review, Overriding Royalty..., iLandman, Energy, Energy Industry, Natural Gas, Lease Negotiations, Operating Agreements, Pipelines, Mineral Rights, Leases, Title Opinions, Contract Management, Chain of Title, Title Searches, Oil & Gas Industry, Oil/Gas, Research, Oil, Titles
Education
Southern Methodist University - Cox School of Business 2007 — 2010
Bachelor of Business Administration, Finance with an emphasis in Accounting
Kim Cummings's Merrill Lynch Experience 2011 - Present
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Education
Southern Methodist University 1985 — 1989
B.A.
Merrill Lynch 2011 - Present
Education
Southern Methodist University 1985 — 1989
B.A.
Connor Benvenuti's Merrill Lynch Experience June 2012 - August 2012
Job Senior Financial Analyst at Goldman Sachs Ayco
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company June 2013 - Present
Merrill Lynch June 2012 - August 2012
Nordstrom May 2012 - August 2012
Saving Face May 2012 - August 2012
Newport Cardiovascular Associates May 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Sales, Investments, Cash Flow, Income Tax, Consulting, Tax Preparation, Series 7, Series 66, Tax Returns, Microsoft Word, Microsoft Office, Bloomberg Terminal, PowerPoint
Education
Southern Methodist University 2009 — 2013
Bachelors, Business Administration; Finance
Corona del Mar High School, Newport Beach, CA 2005 — 2009
Ayco, a Goldman Sachs Company June 2013 - Present
Merrill Lynch June 2012 - August 2012
Nordstrom May 2012 - August 2012
Saving Face May 2012 - August 2012
Newport Cardiovascular Associates May 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, Sales, Investments, Cash Flow, Income Tax, Consulting, Tax Preparation, Series 7, Series 66, Tax Returns, Microsoft Word, Microsoft Office, Bloomberg Terminal, PowerPoint
Education
Southern Methodist University 2009 — 2013
Bachelors, Business Administration; Finance
Corona del Mar High School, Newport Beach, CA 2005 — 2009
Dan Slowinski's Merrill Lynch Experience October 2009 - August 2014
Job at
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Merrill Lynch October 2009 - August 2014
Fidelity Investments January 2002 - September 2008
Education
Southern Methodist University - Cox School of Business 1997 — 2000
MBA
Western Michigan University 1989 — 1992
Bachelors, Business Administration
Fidelity Investments August 2014 - Present
Merrill Lynch October 2009 - August 2014
Fidelity Investments January 2002 - September 2008
Education
Southern Methodist University - Cox School of Business 1997 — 2000
MBA
Western Michigan University 1989 — 1992
Bachelors, Business Administration
Steven Jaime's Merrill Lynch Experience 2005 - 2007
Job Vice PresidentInvestments
Industry Investment Management
Experience
Ladenburg Thalmann Private Client Group & Middle Institutional MktsMorgan KeeganRaymond James2011 - 2013
Assent, LLC 2009 - 2011
Oppenheimer & Co. Inc. 2008 - 2009
Merrill Lynch 2005 - 2007
Lehman Brothers 2001 - 2003
Skills
Alternative Investments, Investments, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Hedge Funds, Options, Investment Management, Asset Management, Equities, Trading, Capital Markets, Equity Trading, Hedging, Investment Banking, Valuation, Private Equity, Wealth Management, Fixed Income, Portfolio Management, Technical Analysis, Fundamental Analysis
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
Texas Tech University 1990 — 1994
BBA, Finance
Ladenburg Thalmann Private Client Group & Middle Institutional MktsMorgan KeeganRaymond James2011 - 2013
Assent, LLC 2009 - 2011
Oppenheimer & Co. Inc. 2008 - 2009
Merrill Lynch 2005 - 2007
Lehman Brothers 2001 - 2003
Skills
Alternative Investments, Investments, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Hedge Funds, Options, Investment Management, Asset Management, Equities, Trading, Capital Markets, Equity Trading, Hedging, Investment Banking, Valuation, Private Equity, Wealth Management, Fixed Income, Portfolio Management, Technical Analysis, Fundamental Analysis
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Finance
Texas Tech University 1990 — 1994
BBA, Finance
Blayze Woodlock's Merrill Lynch Experience June 2010 - June 2013
Job MBA Candidate at University of Notre Dame
Industry Financial Services
Experience
University of Notre Dame August 2013 - Present
Merrill Lynch June 2010 - June 2013
Education
Southern Methodist University 2006 — 2010
BBA, Finance
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
University of Notre Dame August 2013 - Present
Merrill Lynch June 2010 - June 2013
Education
Southern Methodist University 2006 — 2010
BBA, Finance
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Jordan Zarcone's Merrill Lynch Experience August 2011 - December 2011
Job Associate at The PrivateBank and Trust Company
Industry Banking
Experience
The PrivateBank and Trust Company June 2012 - Present
Merrill Lynch August 2011 - December 2011
Baker Tilly Virchow Krause, LLP June 2011 - August 2011
Skills
Credit Analysis, Credit, Financial Analysis, Valuation, Corporate Finance, Investments, Financial Modeling
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
The PrivateBank and Trust Company June 2012 - Present
Merrill Lynch August 2011 - December 2011
Baker Tilly Virchow Krause, LLP June 2011 - August 2011
Skills
Credit Analysis, Credit, Financial Analysis, Valuation, Corporate Finance, Investments, Financial Modeling
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Sarah Koumoulos's Merrill Lynch Experience July 2001 - August 2001
Job Looking for Employment in Houston, TX
Industry Banking
Experience
Φάτσα Κάρτα April 2013 - September 2013
Fatsa Karta, Pylos, Greece April 2012 - October 2012
Encore Bank June 2003 - September 2009
Frost Bank August 2002 - June 2003
Merrill Lynch July 2001 - August 2001
Smart Grouphouston May 2001 - July 2001
Pappas Restaurants, Inc June 1999 - August 1999
Skills
Human Resources, Finance, Negotiation, Loans, Credit, Analysis, Sales, Marketing, Customer Service, Business Development, Credit Analysis, Banking
Education
Southern Methodist University 1998 — 2002
Bachelor of Business Administration in Financial Consulting
Φάτσα Κάρτα April 2013 - September 2013
Fatsa Karta, Pylos, Greece April 2012 - October 2012
Encore Bank June 2003 - September 2009
Frost Bank August 2002 - June 2003
Merrill Lynch July 2001 - August 2001
Smart Grouphouston May 2001 - July 2001
Pappas Restaurants, Inc June 1999 - August 1999
Skills
Human Resources, Finance, Negotiation, Loans, Credit, Analysis, Sales, Marketing, Customer Service, Business Development, Credit Analysis, Banking
Education
Southern Methodist University 1998 — 2002
Bachelor of Business Administration in Financial Consulting
Kevin Kalra's Merrill Lynch Experience May 2012 - July 2012
Job Mortgage Loan Originator / Licensed Loan Officer at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage March 2014 - Present
Nationstar Mortgage January 2014 - February 2014
Nationstar Mortgage September 2013 - January 2014
Nationstar Mortgage December 2012 - September 2013
Merrill Lynch May 2012 - July 2012
Skills
Financial Analysis, Business Analysis, Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Loan Origination, Financial Reporting, Financial Modeling, Personal Finance, Personal Financial..., Investments, Accounting, Data Analysis, Mortgage Marketing, Investment Management, Investment Strategies, Financial Markets, Financial Statements, Financial Services, Retail Banking, Training, Employee Benefits, Fraud, NMLS Licensed, Loan Servicing, Loan Modifications, Real Estate Financing, Real Estate Investor, Real Estate Lending, Real Estate, Economics, Risk Management, Credit Analysis, Credit Risk, Credit Management, Mutual Funds, Secondary Mortgage..., Sales, Credit, Consumer Lending, FHA, Money Management, Variance Analysis, Financial Forecasting, Negotiation, Alternative Dispute..., Microsoft Office, Marketing, Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Finance & Business Analytics
The University of Texas at Dallas
Bachelor of Science (BS), Economics and Finance
Plano West Senior High School
Nationstar Mortgage March 2014 - Present
Nationstar Mortgage January 2014 - February 2014
Nationstar Mortgage September 2013 - January 2014
Nationstar Mortgage December 2012 - September 2013
Merrill Lynch May 2012 - July 2012
Skills
Financial Analysis, Business Analysis, Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Loan Origination, Financial Reporting, Financial Modeling, Personal Finance, Personal Financial..., Investments, Accounting, Data Analysis, Mortgage Marketing, Investment Management, Investment Strategies, Financial Markets, Financial Statements, Financial Services, Retail Banking, Training, Employee Benefits, Fraud, NMLS Licensed, Loan Servicing, Loan Modifications, Real Estate Financing, Real Estate Investor, Real Estate Lending, Real Estate, Economics, Risk Management, Credit Analysis, Credit Risk, Credit Management, Mutual Funds, Secondary Mortgage..., Sales, Credit, Consumer Lending, FHA, Money Management, Variance Analysis, Financial Forecasting, Negotiation, Alternative Dispute..., Microsoft Office, Marketing, Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Finance & Business Analytics
The University of Texas at Dallas
Bachelor of Science (BS), Economics and Finance
Plano West Senior High School
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank