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
Rosendo Villarreal Rosendo Villarreal's Merrill Lynch Experience June 2014 - July 2014
Job Transportation Consultant
Industry Logistics and Supply Chain
Experience
Palos Garza Forwarding Inc June 2015 - Present
Transportes Villarreal Berlanga July 2014 - August 2014
Merrill Lynch June 2014 - July 2014
Servicio Sierra de Arteaga July 2013 - August 2013
Vinicola Los Cedros January 2010 - August 2013
Metalsa June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Sales
Education
St. Edward's University 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Tecnológico de Monterrey 2009 — 2011
High School
Clear Water Academy
Clear Water Academy
Clear Water Academy
Clear Water Academy
Palos Garza Forwarding Inc June 2015 - Present
Transportes Villarreal Berlanga July 2014 - August 2014
Merrill Lynch June 2014 - July 2014
Servicio Sierra de Arteaga July 2013 - August 2013
Vinicola Los Cedros January 2010 - August 2013
Metalsa June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Sales
Education
St. Edward's University 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Tecnológico de Monterrey 2009 — 2011
High School
Clear Water Academy
Clear Water Academy
Clear Water Academy
Clear Water Academy
Ted Nelson Ted Nelson's Merrill Lynch Experience May 1986 - March 1990
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1990 - Present
Merrill Lynch May 1986 - March 1990
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Leadership, Management, Microsoft Excel, Risk Management, Sales, Program Management
Education
Southern New Hampshire University 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Gill St Bernards 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Fidelity Investments March 1990 - Present
Merrill Lynch May 1986 - March 1990
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Leadership, Management, Microsoft Excel, Risk Management, Sales, Program Management
Education
Southern New Hampshire University 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Gill St Bernards 1978 — 1982
Bachelor of Business Administration (B.B.A.)
Jack McManmon Jack McManmon's Merrill Lynch Experience September 2002 - February 2005
Job Senior Managing Director at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management December 2013 - Present
Windhaven Investment Management April 2011 - December 2013
NEPC February 2005 - April 2011
Merrill Lynch September 2002 - February 2005
Robertson Stephens Investment Bankers May 2000 - August 2002
Montgomery Securities January 1999 - May 2000
Skills
Asset Allocation, Institutional Sales, Institutional Relations, Asset Management, Consultant Relations, Marketing, Pension Funds, Liability Analysis, Liquidity Management, Risk Management, Institutional..., Investment Management, Alternative Investments
Education
Spring Hill College
Bachelor of Science (BS), Political Science and Government
Canterbury School
Buckingham, Browne, & Nichols
Mater Dei School, Bethesda, MD 1971 — 1979
Windhaven Investment Management December 2013 - Present
Windhaven Investment Management April 2011 - December 2013
NEPC February 2005 - April 2011
Merrill Lynch September 2002 - February 2005
Robertson Stephens Investment Bankers May 2000 - August 2002
Montgomery Securities January 1999 - May 2000
Skills
Asset Allocation, Institutional Sales, Institutional Relations, Asset Management, Consultant Relations, Marketing, Pension Funds, Liability Analysis, Liquidity Management, Risk Management, Institutional..., Investment Management, Alternative Investments
Education
Spring Hill College
Bachelor of Science (BS), Political Science and Government
Canterbury School
Buckingham, Browne, & Nichols
Mater Dei School, Bethesda, MD 1971 — 1979
Rolina Carter Rolina Carter's Merrill Lynch Experience February 2001 - June 2002
Job Administrative Assistant at LogicData
Industry Financial Services
Experience
LogicData October 2014 - Present
Arapahoe Community College December 2011 - Present
BSW Wealth Partners May 2005 - June 2011
Bret Gardner, Inc., Northwestern Mutual April 2004 - May 2005
Reed Business Information May 2003 - September 2003
Merrill Lynch February 2001 - June 2002
Merrill Lynch December 1999 - February 2001
Merrill Lynch April 1991 - December 1999
Skills
Alternative Investments, Equities, Fixed Income, Mutual Funds, Asset Allocation, Retirement, Securities, Retirement Planning, Investments, Microsoft Office, Outlook, Adobe Acrobat..., Windows, PortfolioCenter, Junxure, eDrawer, Packman, Previously held..., Account Reconciliation, Financial Accounting, Customer Service, Financial Statements, Adobe Acrobat, Microsoft Excel, Financial Services, Leadership, Community Outreach, Analysis, Program Management, Management, Business Process..., Training, Time Management, Data Entry, Human Resources, Call Centers, Insurance, New Business Development, Finance, Public Speaking
Education
University of Phoenix 2002 — 2005
Bachelor of Science (BS), Information Technology
Southwestern College 1973 — 1975
LogicData October 2014 - Present
Arapahoe Community College December 2011 - Present
BSW Wealth Partners May 2005 - June 2011
Bret Gardner, Inc., Northwestern Mutual April 2004 - May 2005
Reed Business Information May 2003 - September 2003
Merrill Lynch February 2001 - June 2002
Merrill Lynch December 1999 - February 2001
Merrill Lynch April 1991 - December 1999
Skills
Alternative Investments, Equities, Fixed Income, Mutual Funds, Asset Allocation, Retirement, Securities, Retirement Planning, Investments, Microsoft Office, Outlook, Adobe Acrobat..., Windows, PortfolioCenter, Junxure, eDrawer, Packman, Previously held..., Account Reconciliation, Financial Accounting, Customer Service, Financial Statements, Adobe Acrobat, Microsoft Excel, Financial Services, Leadership, Community Outreach, Analysis, Program Management, Management, Business Process..., Training, Time Management, Data Entry, Human Resources, Call Centers, Insurance, New Business Development, Finance, Public Speaking
Education
University of Phoenix 2002 — 2005
Bachelor of Science (BS), Information Technology
Southwestern College 1973 — 1975
Carol Taylor MBA's Merrill Lynch Experience September 2006 - February 2009
Job Financial Advisor at Bigler & Associates, Private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Merrill Lynch September 2006 - February 2009
IBM June 1970 - August 2001
Education
St. Edward's University
MBA, Business Management
William Paterson University of New Jersey
BA
Ameriprise Financial Services, Inc. February 2009 - Present
Merrill Lynch September 2006 - February 2009
IBM June 1970 - August 2001
Education
St. Edward's University
MBA, Business Management
William Paterson University of New Jersey
BA
Eduardo Maradiaga's Merrill Lynch Experience June 2015 - July 2015
Job Talent Development Director at ChickfilA Restaurants
Industry Financial Services
Experience
Chick-fil-A Restaurants August 2015 - Present
Merrill Lynch June 2015 - July 2015
Chick-fil-A Restaurants January 2015 - May 2015
Central American Bank of Economic Integration (CABEI) June 2014 - August 2014
Buenos Aires Consulting May 2013 - August 2013
Grupo Vesta June 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Sales Process, Microsoft Excel, Research, Microsoft Office, Customer Service, Teamwork, Finance, Social Media, Public Speaking, Leadership
Education
St. Edward's University 2011 — 2015
Bachelor's Degree, Finance, General
St. Edward's University 2011 — 2015
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Chick-fil-A Restaurants August 2015 - Present
Merrill Lynch June 2015 - July 2015
Chick-fil-A Restaurants January 2015 - May 2015
Central American Bank of Economic Integration (CABEI) June 2014 - August 2014
Buenos Aires Consulting May 2013 - August 2013
Grupo Vesta June 2012 - August 2012
Skills
Microsoft Word, PowerPoint, Sales Process, Microsoft Excel, Research, Microsoft Office, Customer Service, Teamwork, Finance, Social Media, Public Speaking, Leadership
Education
St. Edward's University 2011 — 2015
Bachelor's Degree, Finance, General
St. Edward's University 2011 — 2015
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
James Donovan Mulvey James Donovan Mulvey's Merrill Lynch Experience May 2008 - December 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Merrill Lynch May 2008 - December 2013
Raymond James Financial Inc. August 2006 - May 2008
Glacier National Park May 2006 - July 2006
Education
Spring Hill College 2004 — 2008
Finance and Economics
Ameriprise Financial Services, Inc. December 2013 - Present
Merrill Lynch May 2008 - December 2013
Raymond James Financial Inc. August 2006 - May 2008
Glacier National Park May 2006 - July 2006
Education
Spring Hill College 2004 — 2008
Finance and Economics
Vanessa Montero Vanessa Montero's Merrill Lynch Experience January 2015 - Present
Job Director, Relationship Management/Training & Education at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Skills
Asset Managment, Mutual Funds, Securities, ETFs, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
MBA, Executive Management
Springfield College
BS, Therapeutic Recreation Services
Merrill Lynch January 2015 - Present
Skills
Asset Managment, Mutual Funds, Securities, ETFs, Series 7
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
MBA, Executive Management
Springfield College
BS, Therapeutic Recreation Services
Michele Mehrtens Michele Mehrtens's Merrill Lynch Experience April 2001 - August 2008
Job Administrative Assistant II at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus July 2011 - Present
Bakers Footwear Group March 2009 - July 2011
Merrill Lynch April 2001 - August 2008
Edward Jones August 1998 - April 2001
Skills
Microsoft Excel, Retail, Time Management, Customer Service, PowerPoint, Outlook, Inventory Management, Microsoft Word, Microsoft Office, Concur, Access, Administrative..., Office Management, Office Administration, Training, Financial Services, Investment Banking, Branch Administration, Retirement Planning, Supply Ordering, Sales, Adobe Acrobat, Merchandising, Visual Merchandising, Marketing, Detailed Organization, Copywriting
Education
Southwestern Illinois College 1992 — 1995
Associate of Arts, General Studies
Belleville West 1987 — 1991
High School Diploma, General Studies
Stifel Nicolaus July 2011 - Present
Bakers Footwear Group March 2009 - July 2011
Merrill Lynch April 2001 - August 2008
Edward Jones August 1998 - April 2001
Skills
Microsoft Excel, Retail, Time Management, Customer Service, PowerPoint, Outlook, Inventory Management, Microsoft Word, Microsoft Office, Concur, Access, Administrative..., Office Management, Office Administration, Training, Financial Services, Investment Banking, Branch Administration, Retirement Planning, Supply Ordering, Sales, Adobe Acrobat, Merchandising, Visual Merchandising, Marketing, Detailed Organization, Copywriting
Education
Southwestern Illinois College 1992 — 1995
Associate of Arts, General Studies
Belleville West 1987 — 1991
High School Diploma, General Studies
Michael Pikkarainen Michael Pikkarainen's Merrill Lynch Experience September 2011 - May 2013
Job Financial Advisor
Industry Financial Services
Experience
Vantage Point Wealth Management June 2013 - Present
Merrill Lynch September 2011 - May 2013
Procurement Consulting Group November 2008 - August 2011
Skills
Series 7 & 66 Licenses, Investments, Series 7, Investment Strategies, Retirement Planning, Uniform Combined State..., Finance
Education
Saint Cloud State University - G.R. Herberger College of Business 2007 — 2011
Finance, Bachelors of Science
Vantage Point Wealth Management June 2013 - Present
Merrill Lynch September 2011 - May 2013
Procurement Consulting Group November 2008 - August 2011
Skills
Series 7 & 66 Licenses, Investments, Series 7, Investment Strategies, Retirement Planning, Uniform Combined State..., Finance
Education
Saint Cloud State University - G.R. Herberger College of Business 2007 — 2011
Finance, Bachelors of Science
Keith G. Drago Keith G. Drago's Merrill Lynch Experience July 1978 - April 1986
Job First Vice President, Investments at The Salem/Drago Investment Group of Raymond James
Industry Financial Services
Experience
The Salem/Drago Investment Group of Raymond James February 2007 - Present
Smith Barney April 1986 - February 2007
Merrill Lynch July 1978 - April 1986
Skills
Auditing, Process Improvement, Retirement income..., insurance review, Investment review and..., Asset Allocation, Estate Planning, Financial Planners, Stocks, Bonds, 401k, Investment Banking
Education
Spring Hill College 1975 — 1978
Bachelor's Degree, Accounting
University of Alabama 1974 — 1975
The Salem/Drago Investment Group of Raymond James February 2007 - Present
Smith Barney April 1986 - February 2007
Merrill Lynch July 1978 - April 1986
Skills
Auditing, Process Improvement, Retirement income..., insurance review, Investment review and..., Asset Allocation, Estate Planning, Financial Planners, Stocks, Bonds, 401k, Investment Banking
Education
Spring Hill College 1975 — 1978
Bachelor's Degree, Accounting
University of Alabama 1974 — 1975
Judy Ciarcia Judy Ciarcia's Merrill Lynch Experience 1995 - 2000
Job Human Resources Administrator / Admin Asst
Industry Chemicals
Experience
Opus Inspection August 2014 - Present
Scapa December 2003 - March 2014
Retail Brand Alliance 2000 - 2003
Merrill Lynch 1995 - 2000
Skills
Continuous Improvement, Process Improvement, Customer Service, Six Sigma, Lean Manufacturing, Microsoft Office, Project Management, Manufacturing, Employee Engagement, Microsoft Excel, Procurement
Education
Springfield Technical Community College 1991 — 1994
Opus Inspection August 2014 - Present
Scapa December 2003 - March 2014
Retail Brand Alliance 2000 - 2003
Merrill Lynch 1995 - 2000
Skills
Continuous Improvement, Process Improvement, Customer Service, Six Sigma, Lean Manufacturing, Microsoft Office, Project Management, Manufacturing, Employee Engagement, Microsoft Excel, Procurement
Education
Springfield Technical Community College 1991 — 1994
J Loren Craig's Merrill Lynch Experience 2008 - 2010
Job Systems Analyst at PCG Software, Inc.
Industry Logistics and Supply Chain
Experience
PCG Software, Inc. August 2015 - Present
StrategIQ Commerce June 2011 - December 2014
IBM 2010 - 2010
Merrill Lynch 2008 - 2010
Skills
VBA, SQL, Business Analysis, Visio, Microsoft SQL Server, XML, Data Analysis, SharePoint, Process Improvement, Microsoft Excel, Microsoft Office, SQL Server, SQL database design, VB.NET, Access, Databases, Project Management, Team Leadership, PowerPoint, Outlook, Microsoft Word, Management, Analysis, Windows, Visual Basic, Software Documentation, Systems Analysis, Database Design, T-SQL, Business Objects, VBScript
Education
Southern New Hampshire University 2015 — 2019
Bachelor’s Degree, Business Administration, Management and Operations
PCG Software, Inc. August 2015 - Present
StrategIQ Commerce June 2011 - December 2014
IBM 2010 - 2010
Merrill Lynch 2008 - 2010
Skills
VBA, SQL, Business Analysis, Visio, Microsoft SQL Server, XML, Data Analysis, SharePoint, Process Improvement, Microsoft Excel, Microsoft Office, SQL Server, SQL database design, VB.NET, Access, Databases, Project Management, Team Leadership, PowerPoint, Outlook, Microsoft Word, Management, Analysis, Windows, Visual Basic, Software Documentation, Systems Analysis, Database Design, T-SQL, Business Objects, VBScript
Education
Southern New Hampshire University 2015 — 2019
Bachelor’s Degree, Business Administration, Management and Operations
Gerardo Gomez de la Sierra Gerardo Gomez de la Sierra's Merrill Lynch Experience October 2010 - August 2013
Job Principal at Altamira Capital Management
Industry Investment Management
Experience
Altamira Capital Management August 2013 - Present
Merrill Lynch October 2010 - August 2013
Skills
Hedge Funds, Investment Management, Alternative Investments, Derivatives, Investment Advisory, Investment Strategies, Investments, Options Strategies, Asset Allocation, Wealth Management..., ETFs, Alternative Investment..., Exchange Traded..., Asset Management, Alternative Assets
Education
St. Edward's University 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General
University of the Incarnate Word 2006 — 2008
Altamira Capital Management August 2013 - Present
Merrill Lynch October 2010 - August 2013
Skills
Hedge Funds, Investment Management, Alternative Investments, Derivatives, Investment Advisory, Investment Strategies, Investments, Options Strategies, Asset Allocation, Wealth Management..., ETFs, Alternative Investment..., Exchange Traded..., Asset Management, Alternative Assets
Education
St. Edward's University 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General
University of the Incarnate Word 2006 — 2008
Srikanth Gutha Srikanth Gutha's Merrill Lynch Experience June 2010 - June 2012
Job Sofware Engineer at S & P
Industry Financial Services
Experience
S & P Capital IQ July 2012 - Present
Merrill Lynch June 2010 - June 2012
Bank of America January 2007 - May 2010
Skills
C#, SQL, Java, Unix, XML, Microsoft SQL Server, C++, Web Services, PL/SQL, SDLC, .NET, Requirements Analysis, Linux, ASP.NET, C, AJAX, JavaScript, UML, Software Development
Education
Sri Venkateswara University 2002 — 2006
Bachelor of Technology (B.Tech.), Computer Science & Engineering
S & P Capital IQ July 2012 - Present
Merrill Lynch June 2010 - June 2012
Bank of America January 2007 - May 2010
Skills
C#, SQL, Java, Unix, XML, Microsoft SQL Server, C++, Web Services, PL/SQL, SDLC, .NET, Requirements Analysis, Linux, ASP.NET, C, AJAX, JavaScript, UML, Software Development
Education
Sri Venkateswara University 2002 — 2006
Bachelor of Technology (B.Tech.), Computer Science & Engineering
eric courtney eric courtney's Merrill Lynch Experience March 1964 - June 1990
Job Institutional Sales NY at TAS MARKET PROFILE.COM
Industry Financial Services
Experience
TAS MARKET PROFILE.COM November 2013 - Present
Bishop, Rosen & Co., Inc. January 2013 - November 2013
Dillon Read Capital Management June 1993 - June 1996
Merrill Lynch March 1964 - June 1990
Skills
Public Speaking, Management, Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Retirement, Portfolio Management, Asset Management
Education
New York University - Leonard N. Stern School of Business 1971 — 1972
economics, Accounting and Finance
St. Francis College 1963 — 1967
Bachelor of Business Administration (BBA), management
TAS MARKET PROFILE.COM November 2013 - Present
Bishop, Rosen & Co., Inc. January 2013 - November 2013
Dillon Read Capital Management June 1993 - June 1996
Merrill Lynch March 1964 - June 1990
Skills
Public Speaking, Management, Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Retirement, Portfolio Management, Asset Management
Education
New York University - Leonard N. Stern School of Business 1971 — 1972
economics, Accounting and Finance
St. Francis College 1963 — 1967
Bachelor of Business Administration (BBA), management
Greene Eric Greene Eric's Merrill Lynch Experience 1981 - 1986
Job Director at SEI Investments
Industry Financial Services
Experience
SEI Investments September 2005 - Present
Bank of America May 1993 - August 2005
State Street Bank 1987 - April 1993
Merrill Lynch 1981 - 1986
Skills
Mutual Funds, Financial Services, Fixed Income, Portfolio Management, Hedge Funds, Securities, Strategic Planning, Business Analysis, Risk Management, Management, Banking, Asset Management, Vendor Management, Equities, Investments, Alternative Investments
Education
St. Francis College
Bachelor of Science, Accounting
SEI Investments September 2005 - Present
Bank of America May 1993 - August 2005
State Street Bank 1987 - April 1993
Merrill Lynch 1981 - 1986
Skills
Mutual Funds, Financial Services, Fixed Income, Portfolio Management, Hedge Funds, Securities, Strategic Planning, Business Analysis, Risk Management, Management, Banking, Asset Management, Vendor Management, Equities, Investments, Alternative Investments
Education
St. Francis College
Bachelor of Science, Accounting
Sheila Maurice-Tyson Sheila Maurice-Tyson's Merrill Lynch Experience January 2007 - September 2007
Job ACCOUNTS PAYABLE at Essex County Vocational Technical Schools
Industry Computer & Network Security
Experience
Essex County Vocational Technical Schools October 2007 - Present
Merrill Lynch January 2007 - September 2007
Community Acceptance June 2002 - December 2006
Skills
Accounts Payable, Excel, Word, Customer Service, Microsoft Office, Outlook, PowerPoint, Customer Relations, Administration, Data Entry, Purchasing, Payments, Invoicing, Office Management, Typing, Telephone Skills, Confidentiality, Supervisory Skills, Microsoft Office 2007, Speaks Haitian Creole, Microsoft Excel, System Administration, Microsoft Word, Troubleshooting, Staff Development, Nonprofits, Windows, Research, Teamwork, Time Management, Administrative..., Budgets, Process Scheduler, Spreadsheets, Administrative...
Education
Southern New Hampshire University 2013 — 2014
Master's degree, Human Resources Management and Services
William Paterson University of New Jersey 2002 — 2006
Bachelor of Arts, History
clifford J scott high school 1992 — 1995
High School Diploma
Essex County Vocational Technical Schools October 2007 - Present
Merrill Lynch January 2007 - September 2007
Community Acceptance June 2002 - December 2006
Skills
Accounts Payable, Excel, Word, Customer Service, Microsoft Office, Outlook, PowerPoint, Customer Relations, Administration, Data Entry, Purchasing, Payments, Invoicing, Office Management, Typing, Telephone Skills, Confidentiality, Supervisory Skills, Microsoft Office 2007, Speaks Haitian Creole, Microsoft Excel, System Administration, Microsoft Word, Troubleshooting, Staff Development, Nonprofits, Windows, Research, Teamwork, Time Management, Administrative..., Budgets, Process Scheduler, Spreadsheets, Administrative...
Education
Southern New Hampshire University 2013 — 2014
Master's degree, Human Resources Management and Services
William Paterson University of New Jersey 2002 — 2006
Bachelor of Arts, History
clifford J scott high school 1992 — 1995
High School Diploma
Chad Briones Chad Briones's Merrill Lynch Experience August 2006 - September 2008
Job CEO at Chad K. Briones & Company
Industry Financial Services
Experience
Chad K. Briones & Company October 2008 - Present
Merrill Lynch August 2006 - September 2008
Bank of America July 2005 - July 2006
Skills
Strategic Planning, Problem Solving, Creative Writing
Education
Western Michigan University 2001 — 2005
Master of Business Administration (M.B.A.)
Southwestern Michigan College 1999 — 2001
Bachelor of Business Administration (BBA)
Chad K. Briones & Company October 2008 - Present
Merrill Lynch August 2006 - September 2008
Bank of America July 2005 - July 2006
Skills
Strategic Planning, Problem Solving, Creative Writing
Education
Western Michigan University 2001 — 2005
Master of Business Administration (M.B.A.)
Southwestern Michigan College 1999 — 2001
Bachelor of Business Administration (BBA)
Sanjaya Balu Sanjaya Balu's Merrill Lynch Experience December 2010 - June 2012
Job financial services
Industry Financial Services
Experience
Citizens Bank June 2015 - Present
Primerica March 2013 - June 2015
Ingram Micro 2013 - 2014
Merrill Lynch December 2010 - June 2012
HSBC January 2010 - August 2010
Skills
Fixed Income, Financial Analysis, Credit, Risk Management, Banking, Commercial Banking, Due Diligence, Business Analysis, Strategic Planning, Financial Reporting, Process Improvement, Microsoft Office, Microsoft Excel, Analysis, Project Management, Customer Service, Series 7, Budgets, Data Analysis, Financial Modeling, Financial Services, Finance, Management, Sales, Insurance, Mutual Funds, Wealth Management, Retirement Planning, Securities, Equities, CRM, Financial Risk, Relationship Management, Strategic Financial..., Trading, Bonds, Team Leadership, Call Centers, FINRA
Education
Sri Ramachandra Medical College and Research Institute 1994 — 2001
Bachelor of Medicine, Bachelor of Surgery (MBBS), Medicine
University of Rochester 1991 — 1993
Biology, General
Citizens Bank June 2015 - Present
Primerica March 2013 - June 2015
Ingram Micro 2013 - 2014
Merrill Lynch December 2010 - June 2012
HSBC January 2010 - August 2010
Skills
Fixed Income, Financial Analysis, Credit, Risk Management, Banking, Commercial Banking, Due Diligence, Business Analysis, Strategic Planning, Financial Reporting, Process Improvement, Microsoft Office, Microsoft Excel, Analysis, Project Management, Customer Service, Series 7, Budgets, Data Analysis, Financial Modeling, Financial Services, Finance, Management, Sales, Insurance, Mutual Funds, Wealth Management, Retirement Planning, Securities, Equities, CRM, Financial Risk, Relationship Management, Strategic Financial..., Trading, Bonds, Team Leadership, Call Centers, FINRA
Education
Sri Ramachandra Medical College and Research Institute 1994 — 2001
Bachelor of Medicine, Bachelor of Surgery (MBBS), Medicine
University of Rochester 1991 — 1993
Biology, General
Jordan Ynostrosa's Merrill Lynch Experience January 2012 - May 2012
Job Community Builder at SocialMedia.org
Industry Marketing and Advertising
Experience
SocialMedia.org January 2015 - Present
Austin Texans Soccer Club March 2014 - May 2015
Marin Software July 2014 - January 2015
Marin Software August 2013 - July 2014
Marin Software August 2012 - August 2013
The Maresh Yoshida 401k Group June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Salesforce.com, Marketing, Team Leadership, Lead Generation, Research, Leadership, Social Media Marketing, Microsoft Office, Sales, Time Management, Marketing Communications, Social Media, SEM, Online Marketing, Social Networking, Sales Management, Economics, Detail-Oriented, Analysis, Coaching, Public Speaking, Account Management, Online Advertising, Management, Restless Leg Syndrome, Marketing Strategy, Advertising, Data Analysis, CRM, Used to a Fast Paced..., Facebook, Event Planning
Education
St. Edward's University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
SocialMedia.org January 2015 - Present
Austin Texans Soccer Club March 2014 - May 2015
Marin Software July 2014 - January 2015
Marin Software August 2013 - July 2014
Marin Software August 2012 - August 2013
The Maresh Yoshida 401k Group June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Skills
Salesforce.com, Marketing, Team Leadership, Lead Generation, Research, Leadership, Social Media Marketing, Microsoft Office, Sales, Time Management, Marketing Communications, Social Media, SEM, Online Marketing, Social Networking, Sales Management, Economics, Detail-Oriented, Analysis, Coaching, Public Speaking, Account Management, Online Advertising, Management, Restless Leg Syndrome, Marketing Strategy, Advertising, Data Analysis, CRM, Used to a Fast Paced..., Facebook, Event Planning
Education
St. Edward's University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
Blaine Gunther, Esq.'s Merrill Lynch Experience March 2008 - December 2010
Job President/Owner at Gunther Financial Law
Industry Law Practice
Experience
Gunther Financial Law December 2010 - Present
Merrill Lynch March 2008 - December 2010
TD Waterhouse/Ameritrade November 1997 - December 2007
Kennedy, Cabot & Co./Waterhouse March 1994 - November 1997
Dean Witter March 1993 - December 1993
Skills
Finance, Legal Writing, Investments, Trials, Estate Planning, Securities, Sales, Arbitration, Corporate Law, Licensing, Courts, Civil Litigation, Management
Education
Southwestern University School of Law 2006 — 2010
California State University 1990 — 1992
Northridge Bachelor of the Arts, American History
Gunther Financial Law December 2010 - Present
Merrill Lynch March 2008 - December 2010
TD Waterhouse/Ameritrade November 1997 - December 2007
Kennedy, Cabot & Co./Waterhouse March 1994 - November 1997
Dean Witter March 1993 - December 1993
Skills
Finance, Legal Writing, Investments, Trials, Estate Planning, Securities, Sales, Arbitration, Corporate Law, Licensing, Courts, Civil Litigation, Management
Education
Southwestern University School of Law 2006 — 2010
California State University 1990 — 1992
Northridge Bachelor of the Arts, American History
Caryn Klein Caryn Klein's Merrill Lynch Experience July 2005 - December 2008
Job Sr. Business Analyst at Invesco Ltd.
Industry Financial Services
Experience
Matrix Resources March 2012 - June 2012
IEM September 2009 - April 2012
Merrill Lynch July 2005 - December 2008
INVESCO June 2000 - July 2005
Southern Company June 1998 - June 2000
MetLife February 1986 - June 1998
Skills
Testing, Analysis, Business Analysis, CRM, Change Management, Integration, Leadership, MS Project, Process Improvement, Program Management, Project Management, Quality Assurance, Project Planning, SDLC, SharePoint, Team Building, Troubleshooting, Visio, Management, Marketing, Team Leadership, Budgets, Forecasting, Microsoft SQL Server, Risk Management, SQL, Strategic Planning, Strategy
Education
Southern New Hampshire University
BS, Marketing
The Chubb Institute
Programming Certificate
Matrix Resources March 2012 - June 2012
IEM September 2009 - April 2012
Merrill Lynch July 2005 - December 2008
INVESCO June 2000 - July 2005
Southern Company June 1998 - June 2000
MetLife February 1986 - June 1998
Skills
Testing, Analysis, Business Analysis, CRM, Change Management, Integration, Leadership, MS Project, Process Improvement, Program Management, Project Management, Quality Assurance, Project Planning, SDLC, SharePoint, Team Building, Troubleshooting, Visio, Management, Marketing, Team Leadership, Budgets, Forecasting, Microsoft SQL Server, Risk Management, SQL, Strategic Planning, Strategy
Education
Southern New Hampshire University
BS, Marketing
The Chubb Institute
Programming Certificate
Richard Polgar's Merrill Lynch Experience January 2011 - May 2011
Job Financial Controller at CapFlow Funding Group
Industry Financial Services
Experience
CapFlow Funding Group November 2014 - Present
CapFlow Funding Group November 2013 - Present
CapFlow Funding Group September 2012 - October 2013
First Manhattan Consulting Group May 2012 - September 2012
St. Francis College September 2008 - June 2012
NYSE Euronext May 2011 - August 2011
Merrill Lynch January 2011 - May 2011
St. Francis College September 2009 - 2010
Skills
Financial Analysis, Data Analysis, Troubleshooting, Capital Markets, Thomson One, Microsoft Office, Fundamental Research, Technical Analysis, Portfolio Management, Multitasker, Market Research, Financial Markets, Industry Analysis, Alternative Investments, Stock Market, Equity Research, Financial Modeling, Retail Banking, SAS programming, Microsoft SQL Server, Research, Business Writing, Competitive Analysis, Thompson One, Finance, Econometrics, Time Management, Strategy, Bloomberg Terminal, Quantitative Analytics, Leadership, Fundraising, Economics, Bloomberg, Statistics, Analysis, Equities, Accounting, Valuation, Financial Risk, Teamwork, SAS, Asset Management, Securities, Investments, Corporate Finance, Forecasting, Quantitative Finance, Trading, Options
Education
St. Francis College 2008 — 2012
Bachelor of Arts, Double Major: Finance/International Economics, Minor: Corporate Accounting, 3.8
Eötvös József High School 2004 — 2008
High School Degree, Specialization in Math, 4.0
CapFlow Funding Group November 2014 - Present
CapFlow Funding Group November 2013 - Present
CapFlow Funding Group September 2012 - October 2013
First Manhattan Consulting Group May 2012 - September 2012
St. Francis College September 2008 - June 2012
NYSE Euronext May 2011 - August 2011
Merrill Lynch January 2011 - May 2011
St. Francis College September 2009 - 2010
Skills
Financial Analysis, Data Analysis, Troubleshooting, Capital Markets, Thomson One, Microsoft Office, Fundamental Research, Technical Analysis, Portfolio Management, Multitasker, Market Research, Financial Markets, Industry Analysis, Alternative Investments, Stock Market, Equity Research, Financial Modeling, Retail Banking, SAS programming, Microsoft SQL Server, Research, Business Writing, Competitive Analysis, Thompson One, Finance, Econometrics, Time Management, Strategy, Bloomberg Terminal, Quantitative Analytics, Leadership, Fundraising, Economics, Bloomberg, Statistics, Analysis, Equities, Accounting, Valuation, Financial Risk, Teamwork, SAS, Asset Management, Securities, Investments, Corporate Finance, Forecasting, Quantitative Finance, Trading, Options
Education
St. Francis College 2008 — 2012
Bachelor of Arts, Double Major: Finance/International Economics, Minor: Corporate Accounting, 3.8
Eötvös József High School 2004 — 2008
High School Degree, Specialization in Math, 4.0
France-Irene Kellman France-Irene Kellman's Merrill Lynch Experience November 1999 - January 2007
Job Architectural CAD/Revit Designer
Industry Executive Office
Experience
Merrill Lynch November 1999 - January 2007
Primerica June 1997 - June 2001
Skills
Leadership, Customer Service, Microsoft Office, AutoCAD, PowerPoint, SketchUp, Revit, Research, Team Building, Management, Project Management, Strategy, Social Networking, Outlook, Microsoft Excel, Administration, Sales, Analysis, Training
Education
Southern Polytechnic State University 2014 — 2019
Bachelor's Degree, Architecture
3DTraining Institute 2013 — 2014
Diploma, BIM- Revit
New York City College of Technology 2008 — 2008
Associate of Science (A.S.), Architectural Technology
Merrill Lynch November 1999 - January 2007
Primerica June 1997 - June 2001
Skills
Leadership, Customer Service, Microsoft Office, AutoCAD, PowerPoint, SketchUp, Revit, Research, Team Building, Management, Project Management, Strategy, Social Networking, Outlook, Microsoft Excel, Administration, Sales, Analysis, Training
Education
Southern Polytechnic State University 2014 — 2019
Bachelor's Degree, Architecture
3DTraining Institute 2013 — 2014
Diploma, BIM- Revit
New York City College of Technology 2008 — 2008
Associate of Science (A.S.), Architectural Technology
Siddharth Yadav Siddharth Yadav's Merrill Lynch Experience February 2013 - February 2015
Job Technology Associate DevOps Architect (Build & Deployment) at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch February 2013 - February 2015
Cummins Inc. May 2012 - August 2012
Capstocks and Securities(India) Pvt. LTD, Tamil Nadu, India June 2010 - November 2010
Webstar Software Pvt Ltd May 2008 - July 2008
Skills
Private Cloud, DevOps, Build Automation, Continuous Integration, Continuous Delivery, IT Strategy, Solution Architecture, Business Analysis, Data Modeling, SharePoint, Java, Visio, Data Analysis, MS Project, Requirements Gathering, SQL, IT Service Management, Business Intelligence, Project Management, Enterprise Architecture, Data Architecture, Data Governance, Data Mining, Teradata Data Warehouse, C#, Object Oriented Design, UML Tools, TOGAF, Troux, SDLC, Agile Methodologies, Scrum, User Acceptance Testing, Requirements Analysis
Education
University of Florida 2011 — 2012
Graduate Student, Information Systems & Operation Management
Vellore Institute of Technology
Bachelor of Technology, Computer Science
St. Francis College
Senior Secondary School, Mathematics and Science
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch February 2013 - February 2015
Cummins Inc. May 2012 - August 2012
Capstocks and Securities(India) Pvt. LTD, Tamil Nadu, India June 2010 - November 2010
Webstar Software Pvt Ltd May 2008 - July 2008
Skills
Private Cloud, DevOps, Build Automation, Continuous Integration, Continuous Delivery, IT Strategy, Solution Architecture, Business Analysis, Data Modeling, SharePoint, Java, Visio, Data Analysis, MS Project, Requirements Gathering, SQL, IT Service Management, Business Intelligence, Project Management, Enterprise Architecture, Data Architecture, Data Governance, Data Mining, Teradata Data Warehouse, C#, Object Oriented Design, UML Tools, TOGAF, Troux, SDLC, Agile Methodologies, Scrum, User Acceptance Testing, Requirements Analysis
Education
University of Florida 2011 — 2012
Graduate Student, Information Systems & Operation Management
Vellore Institute of Technology
Bachelor of Technology, Computer Science
St. Francis College
Senior Secondary School, Mathematics and Science
Benjamin Ladanyi's Merrill Lynch Experience December 2007 - May 2008
Job MEA Regional Manager Titan at Chicago Pneumatic Tool Company North America
Industry Information Technology and Services
Experience
Chicago Pneumatic Tool Company North America January 2015 - Present
Titan Technologies International August 2012 - January 2015
Asphalt Green September 2008 - January 2014
Titan Technologies International January 2012 - August 2012
Arlington Machine and To October 2010 - January 2012
RDA Enterprises June 2010 - September 2010
Enterprise Rent-A-Car May 2008 - May 2010
Merrill Lynch December 2007 - May 2008
Skills
Process Improvement, New Business Development, Strategic Planning, Sales, Microsoft Excel, Financial Analysis, Microsoft Office, Market Research, Financial Modeling, Negotiation, Project Management, Leadership, Management, Budgets, Business Strategy, Marketing Strategy, Analysis, Portfolio Management, Product Development, Team Leadership, Business Development, Program Management, Data Analysis, Marketing, Forecasting, Team Building, Customer Service, Manufacturing, CRM, Coaching, Sales Management, Strategy, Mergers & Acquisitions, Competitive Analysis, Project Planning, Finance, Management Consulting, Business Planning, Networking, Social Media Marketing, Nonprofits, Public Speaking, Research, PowerPoint, Social Media, Event Management, Marketing Communications, Public Relations, Social Networking, Training
Education
St. Francis College 2006 — 2010
BS, Economics, Finance
United Nations International School 2002 — 2006
International Baccalaureate
Chicago Pneumatic Tool Company North America January 2015 - Present
Titan Technologies International August 2012 - January 2015
Asphalt Green September 2008 - January 2014
Titan Technologies International January 2012 - August 2012
Arlington Machine and To October 2010 - January 2012
RDA Enterprises June 2010 - September 2010
Enterprise Rent-A-Car May 2008 - May 2010
Merrill Lynch December 2007 - May 2008
Skills
Process Improvement, New Business Development, Strategic Planning, Sales, Microsoft Excel, Financial Analysis, Microsoft Office, Market Research, Financial Modeling, Negotiation, Project Management, Leadership, Management, Budgets, Business Strategy, Marketing Strategy, Analysis, Portfolio Management, Product Development, Team Leadership, Business Development, Program Management, Data Analysis, Marketing, Forecasting, Team Building, Customer Service, Manufacturing, CRM, Coaching, Sales Management, Strategy, Mergers & Acquisitions, Competitive Analysis, Project Planning, Finance, Management Consulting, Business Planning, Networking, Social Media Marketing, Nonprofits, Public Speaking, Research, PowerPoint, Social Media, Event Management, Marketing Communications, Public Relations, Social Networking, Training
Education
St. Francis College 2006 — 2010
BS, Economics, Finance
United Nations International School 2002 — 2006
International Baccalaureate
Chris Logue Chris Logue's Merrill Lynch Experience July 2000 - July 2003
Job Central Texas Area President at NORTHSTAR BANK OF TEXAS
Industry Banking
Experience
NORTHSTAR BANK OF TEXAS April 2014 - Present
Independent Bank of Georgetown February 2007 - April 2014
Regions Bank July 2005 - February 2007
Logue Asset Management July 2003 - July 2005
Merrill Lynch July 2000 - July 2003
National Pawn, Inc. May 1993 - July 2000
Skills
Real Estate Lending, Community Banking, Commercial Lending, Underwriting, Wealth Management, Small Business Lending, Investments, Commercial Banking, Lines Of Credit, Credit Analysis, Asset Based Lending, Strategic Financial..., Finance, Loans, Banking, Consumer Lending, Treasury Management, Portfolio Management
Education
St. Edward's University 1997 — 1999
MBA, Management
Texas State University 1989 — 1992
BBA, Finance
NORTHSTAR BANK OF TEXAS April 2014 - Present
Independent Bank of Georgetown February 2007 - April 2014
Regions Bank July 2005 - February 2007
Logue Asset Management July 2003 - July 2005
Merrill Lynch July 2000 - July 2003
National Pawn, Inc. May 1993 - July 2000
Skills
Real Estate Lending, Community Banking, Commercial Lending, Underwriting, Wealth Management, Small Business Lending, Investments, Commercial Banking, Lines Of Credit, Credit Analysis, Asset Based Lending, Strategic Financial..., Finance, Loans, Banking, Consumer Lending, Treasury Management, Portfolio Management
Education
St. Edward's University 1997 — 1999
MBA, Management
Texas State University 1989 — 1992
BBA, Finance
Igor Mladenovic's Merrill Lynch Experience May 2012 - August 2012
Job FSO Assurance at EY
Industry Financial Services
Experience
EY July 2015 - Present
Guggenheim Partners June 2014 - May 2015
JPMorgan Chase 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Research, Windows, English, HTML, Accounting, Negotiation, Blogging, Capital Markets, Public Speaking, Financial Analysis, Access, Analysis, Asset Allocation, Bloomberg, Data Analysis, Economics, Financial Reporting, Financial Modeling
Education
St. Francis College 2010 — 2015
M.S. / B.S. Accounting and B.A. Economics, Concentration: Finance
EY July 2015 - Present
Guggenheim Partners June 2014 - May 2015
JPMorgan Chase 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Research, Windows, English, HTML, Accounting, Negotiation, Blogging, Capital Markets, Public Speaking, Financial Analysis, Access, Analysis, Asset Allocation, Bloomberg, Data Analysis, Economics, Financial Reporting, Financial Modeling
Education
St. Francis College 2010 — 2015
M.S. / B.S. Accounting and B.A. Economics, Concentration: Finance
Bradley Chard Bradley Chard's Merrill Lynch Experience March 2014 - Present
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
PHH Mortgage April 2012 - March 2014
Capital One 360 January 2012 - March 2012
Capital One 360 January 2010 - March 2012
Timberland Partners March 2009 - January 2010
Granite City Food & Brewery May 2007 - January 2010
Skills
Customer Service, Sales, Outlook, Marketing, Real Estate, Budgets, Microsoft Excel, Credit, PowerPoint, Management, Microsoft Word, Training, Microsoft Office, Financial Analysis, Team Building, Property Management, Process Scheduler, Market Planning, Mortgage Lending, Event Planning, Leadership, Finance
Education
St. Cloud State University 2006 — 2010
Bachelor's degree, Marketing
Merrill Lynch March 2014 - Present
PHH Mortgage April 2012 - March 2014
Capital One 360 January 2012 - March 2012
Capital One 360 January 2010 - March 2012
Timberland Partners March 2009 - January 2010
Granite City Food & Brewery May 2007 - January 2010
Skills
Customer Service, Sales, Outlook, Marketing, Real Estate, Budgets, Microsoft Excel, Credit, PowerPoint, Management, Microsoft Word, Training, Microsoft Office, Financial Analysis, Team Building, Property Management, Process Scheduler, Market Planning, Mortgage Lending, Event Planning, Leadership, Finance
Education
St. Cloud State University 2006 — 2010
Bachelor's degree, Marketing
Fred Rassi Fred Rassi's Merrill Lynch Experience July 2008 - May 2010
Job Senior Financial Analyst at NYU Langone Medical Center
Industry Financial Services
Experience
NYU Langone Medical Center October 2011 - Present
Goldman Sachs June 2011 - September 2011
Goldman Sachs May 2010 - May 2011
Merrill Lynch July 2008 - May 2010
Standard & Poor's June 2006 - July 2008
Skills
Excel, Regulatory Reporting, Data Quality, Data Analysis, Big Picture Thinking, Microsoft Office, Compliance, Research, Risk, Financial Analysis, Risk Management, Business Analysis, Financial Reporting, Outlook, Microsoft Excel, Financial Risk, Mergers & Acquisitions
Education
New York University 2014 — 2015
Certificate, Project Management
St. Francis College 2004 — 2008
BS, Business Management
NYU Langone Medical Center October 2011 - Present
Goldman Sachs June 2011 - September 2011
Goldman Sachs May 2010 - May 2011
Merrill Lynch July 2008 - May 2010
Standard & Poor's June 2006 - July 2008
Skills
Excel, Regulatory Reporting, Data Quality, Data Analysis, Big Picture Thinking, Microsoft Office, Compliance, Research, Risk, Financial Analysis, Risk Management, Business Analysis, Financial Reporting, Outlook, Microsoft Excel, Financial Risk, Mergers & Acquisitions
Education
New York University 2014 — 2015
Certificate, Project Management
St. Francis College 2004 — 2008
BS, Business Management
Luke Nietz Luke Nietz's Merrill Lynch Experience May 2014 - October 2014
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Merrill Lynch May 2014 - October 2014
PHH Mortgage July 2012 - April 2014
State Street June 2011 - June 2012
Skills
Investments, Financial Analysis, Portfolio Management, Financial Services, Securities, Series 7, Series 63, Mortgage Lending
Education
St. Cloud State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
TIAA-CREF November 2014 - Present
Merrill Lynch May 2014 - October 2014
PHH Mortgage July 2012 - April 2014
State Street June 2011 - June 2012
Skills
Investments, Financial Analysis, Portfolio Management, Financial Services, Securities, Series 7, Series 63, Mortgage Lending
Education
St. Cloud State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Scott Schard's Merrill Lynch Experience January 2006 - May 2006
Job CoFounder at Screasy
Industry Consumer Services
Experience
Screasy March 2015 - Present
Gotham Iphone October 2012 - Present
Lombard Odier Investment Management October 2010 - September 2012
Lombard Odier Investment Management March 2008 - September 2010
SkilSoft Corporation May 2006 - August 2006
Merrill Lynch January 2006 - May 2006
Skills
Financial Modeling
Education
St. Edward's University 2003 — 2007
B.B.A., Finance
London School of Economics and Political Science
Financial Markets
Screasy March 2015 - Present
Gotham Iphone October 2012 - Present
Lombard Odier Investment Management October 2010 - September 2012
Lombard Odier Investment Management March 2008 - September 2010
SkilSoft Corporation May 2006 - August 2006
Merrill Lynch January 2006 - May 2006
Skills
Financial Modeling
Education
St. Edward's University 2003 — 2007
B.B.A., Finance
London School of Economics and Political Science
Financial Markets
Bridget Perkins's Merrill Lynch Experience May 2011 - August 2011
Job Associate Consultant at Integrated Healthcare Strategies
Industry Hospital & Health Care
Experience
Integrated Healthcare Strategies July 2015 - Present
UnitedHealth Group June 2014 - June 2015
University of Minnesota Medical Center, Fairview March 2013 - May 2014
Humana October 2013 - October 2013
Genesis Health System May 2013 - August 2013
CLARION February 2013 - April 2013
Visitation Academy August 2012 - November 2012
Mayo Innovative Scholars 2011 - 2012
St. Catherine University May 2009 - 2012
Merrill Lynch May 2011 - August 2011
Skills
Social Media, Blogging, Healthcare, Healthcare Management, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Healthcare Information..., Non-profits, Research, Data Analysis, Leadership, Customer Service, EHR, Patient Safety, Quality Patient Care, Medication..., Analysis, Access, Management, Public Health, Nonprofits
Education
University of Minnesota-Twin Cities 2012 — 2014
Master's degree, Healthcare Administration
College of St. Catherine 2008 — 2012
Bachelor of Science (B.S.), Financial Economics and Biology
Integrated Healthcare Strategies July 2015 - Present
UnitedHealth Group June 2014 - June 2015
University of Minnesota Medical Center, Fairview March 2013 - May 2014
Humana October 2013 - October 2013
Genesis Health System May 2013 - August 2013
CLARION February 2013 - April 2013
Visitation Academy August 2012 - November 2012
Mayo Innovative Scholars 2011 - 2012
St. Catherine University May 2009 - 2012
Merrill Lynch May 2011 - August 2011
Skills
Social Media, Blogging, Healthcare, Healthcare Management, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Healthcare Information..., Non-profits, Research, Data Analysis, Leadership, Customer Service, EHR, Patient Safety, Quality Patient Care, Medication..., Analysis, Access, Management, Public Health, Nonprofits
Education
University of Minnesota-Twin Cities 2012 — 2014
Master's degree, Healthcare Administration
College of St. Catherine 2008 — 2012
Bachelor of Science (B.S.), Financial Economics and Biology
Christina Sandry Christina Sandry's Merrill Lynch Experience September 2013 - Present
Job Sandry Snapshot Photography
Industry Photography
Experience
Sandry Snapshot Photography December 2013 - Present
Merrill Lynch September 2013 - Present
Spring Arbor University November 2011 - June 2012
Merrill Lynch July 2011 - August 2011
HOME.fm Radio Network September 2008 - June 2011
JTV, Inc. January 2011 - May 2011
Skills
Broadcast, Editing, Radio, Singing, Voice Over, Radio Host, Film
Education
Spring Arbor University 2007 — 2011
Bachelors, Broadcasting
Sandry Snapshot Photography December 2013 - Present
Merrill Lynch September 2013 - Present
Spring Arbor University November 2011 - June 2012
Merrill Lynch July 2011 - August 2011
HOME.fm Radio Network September 2008 - June 2011
JTV, Inc. January 2011 - May 2011
Skills
Broadcast, Editing, Radio, Singing, Voice Over, Radio Host, Film
Education
Spring Arbor University 2007 — 2011
Bachelors, Broadcasting
W Warren Gerety ChFC W Warren Gerety ChFC's Merrill Lynch Experience 1997 - 2001
Job Owner/Senior Wealth Advisor at Coastal States Wealth Advisors
Industry Financial Services
Experience
Coastal States Wealth Advisors August 2010 - Present
Pentucket Bank January 2007 - July 2010
Greater Haverhill Chamber of Commerce January 2009 - June 2009
Pentucket Financial Services 2001 - 2007
Merrill Lynch 1997 - 2001
Key Education Resources 1996 - 1996
Knight Tuition Payment Plans 1983 - 1996
Education
Southern New Hampshire University 1977 — 1987
BS, Management
The American College 1975 — 1987
Chartered Financial Consultant, Financial Services
Northeastern University 1959 — 1968
Civil Engineering & Business
Coastal States Wealth Advisors August 2010 - Present
Pentucket Bank January 2007 - July 2010
Greater Haverhill Chamber of Commerce January 2009 - June 2009
Pentucket Financial Services 2001 - 2007
Merrill Lynch 1997 - 2001
Key Education Resources 1996 - 1996
Knight Tuition Payment Plans 1983 - 1996
Education
Southern New Hampshire University 1977 — 1987
BS, Management
The American College 1975 — 1987
Chartered Financial Consultant, Financial Services
Northeastern University 1959 — 1968
Civil Engineering & Business
Gary Hanson AAMS® CRPC® Gary Hanson AAMS® CRPC®'s Merrill Lynch Experience October 1987 - August 1990
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Hanson Anderson & Sward Wealth Management Group of Wells Fargo Advisors August 1990 - Present
Merrill Lynch October 1987 - August 1990
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Asset Allocation, Finance, Mutual Funds, Investments, Retirement, Insurance, Wealth Management..., Financial Services, Financial Planning, Investment Advisory, Securities, Investment Strategies, Wealth Management, Investment Management, Portfolio Management, Financial Analysis, Customer Service, Equities
Education
College of Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor Designation, Retirement Planning
College of Financial Planning 1997 — 1998
Accredited Asset Management Specialist, Investment Management
St. Cloud State University 1981 — 1986
B.A., Political Science, Economics, English Literature
Apple Valley High School 1977 — 1980
Diploma
Hanson Anderson & Sward Wealth Management Group of Wells Fargo Advisors August 1990 - Present
Merrill Lynch October 1987 - August 1990
Skills
Retirement Planning, Financial Advisory, Strategic Financial..., Asset Allocation, Finance, Mutual Funds, Investments, Retirement, Insurance, Wealth Management..., Financial Services, Financial Planning, Investment Advisory, Securities, Investment Strategies, Wealth Management, Investment Management, Portfolio Management, Financial Analysis, Customer Service, Equities
Education
College of Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor Designation, Retirement Planning
College of Financial Planning 1997 — 1998
Accredited Asset Management Specialist, Investment Management
St. Cloud State University 1981 — 1986
B.A., Political Science, Economics, English Literature
Apple Valley High School 1977 — 1980
Diploma
Susan Spindler Susan Spindler's Merrill Lynch Experience February 1996 - August 1999
Job Residential Designer, Event Management and Wedding Planning
Industry Design
Experience
Susan Spindler Designs 1987 - Present
Merrill Lynch February 1996 - August 1999
Medical Genetics Dept. doing cancer research July 1970 - June 1973
Skills
Interior Design, Residential Design, Event Management, Wedding Management, Color Concepts, Floral Design, Holiday Decor, Project Planning, Project Management, Event Planning, Marketing, Furnishings, Parties, Wedding Planning, Nonprofits, Budgets, Entertainment, Private Events, Trade Shows, Corporate Events, Receptions, Anniversaries, Holidays, Galas, Special Event, Home Staging, Live Events, Meeting Planning
Education
St. Clair College 1971 — 1974
Business, business
Susan Spindler Designs 1987 - Present
Merrill Lynch February 1996 - August 1999
Medical Genetics Dept. doing cancer research July 1970 - June 1973
Skills
Interior Design, Residential Design, Event Management, Wedding Management, Color Concepts, Floral Design, Holiday Decor, Project Planning, Project Management, Event Planning, Marketing, Furnishings, Parties, Wedding Planning, Nonprofits, Budgets, Entertainment, Private Events, Trade Shows, Corporate Events, Receptions, Anniversaries, Holidays, Galas, Special Event, Home Staging, Live Events, Meeting Planning
Education
St. Clair College 1971 — 1974
Business, business
Angie Pierce, CFP Angie Pierce, CFP's Merrill Lynch Experience October 2010 - May 2013
Job Director, Wealth Strategies Group at Punch & Associates Investment Management
Industry Investment Management
Experience
Punch & Associates Investment Management May 2013 - Present
Merrill Lynch October 2010 - May 2013
Fleming Investment Group September 2006 - October 2010
Education
St. Cloud State University
BS, Business Management
Punch & Associates Investment Management May 2013 - Present
Merrill Lynch October 2010 - May 2013
Fleming Investment Group September 2006 - October 2010
Education
St. Cloud State University
BS, Business Management
Helen Winchell's Merrill Lynch Experience June 2008 - August 2008
Job Senior Financial Analyst at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard July 2014 - Present
Hewlett-Packard June 2013 - June 2014
Hewlett-Packard May 2012 - May 2013
Hewlett-Packard October 2010 - July 2012
Merrill Lynch June 2008 - August 2008
Skills
Business Planning, Strategy, Business Process..., Project Planning, Risk Management, Program Management, Executive-level..., Strategic Planning, Cross-functional Team..., Business Analysis, Process Improvement, Business Process, Change Management, Project Management, Vendor Management, Product Management, Outsourcing, Agent for Change, Dashboard Metrics, Strategic Influence, Agile Project Management, KPI Implementation
Education
Spring Hill College 2006 — 2010
Bachelor of Science, Finance/Economics & Management/Marketing
Hewlett-Packard July 2014 - Present
Hewlett-Packard June 2013 - June 2014
Hewlett-Packard May 2012 - May 2013
Hewlett-Packard October 2010 - July 2012
Merrill Lynch June 2008 - August 2008
Skills
Business Planning, Strategy, Business Process..., Project Planning, Risk Management, Program Management, Executive-level..., Strategic Planning, Cross-functional Team..., Business Analysis, Process Improvement, Business Process, Change Management, Project Management, Vendor Management, Product Management, Outsourcing, Agent for Change, Dashboard Metrics, Strategic Influence, Agile Project Management, KPI Implementation
Education
Spring Hill College 2006 — 2010
Bachelor of Science, Finance/Economics & Management/Marketing
Christine Capra Christine Capra's Merrill Lynch Experience January 2000 - January 2002
Job Supporting the Development of Social Connective Tissue
Industry Management Consulting
Experience
Greater than the Sum March 2012 - Present
Presencing the Active Feminine 2010 - Present
Social Innovation Lab January 2013 - Present
Self-Employed July 2010 - Present
Amalfi Consulting July 2007 - June 2010
Clark Consulting July 2007 - January 2008
Clark Consulting - Corporate Solutions July 2005 - May 2007
Clark Consulting HealthCare Group July 2002 - July 2005
Merrill Lynch January 2000 - January 2002
Coldwell Banker Burnet January 1995 - January 2000
Skills
Presencing the Active..., Presencing, Social Innovation, Dark-Matter Facilitation, Co-creation, Collaborative Leadership, Strategy, Insight Generation, Leadership, Project Management, Training, Consulting, Leadership Development, Organizational..., Marketing, Business Strategy, Analytics, Entrepreneurship, Organizational..., Project Planning, Marketing Strategy, SEO, Executive Coaching, Editing, Executive Management, CRM, Employee Benefits, Facilitators, Program Evaluation, Web Analytics, Website Development, Newsletters, Budgets, Management Consulting, Risk Management, Strategic Consulting, Strategic Communications, Public Speaking, Writing, Innovation, Mentoring, Data Visualization, Tableau, Bohmian Dialogue, Management, Strategic Planning
Education
St. Catherine University MAOL Program 2004 — 2011
Master's Degree, Organizational Leadership
St. Catherine University MAOL Program 2004 — 2011
Master's degree, Organizational Leadership - Strategic Management
Science Museum of Minnesota 2007 — 2007
Restorative Justice Circles
University of Minnesota-Twin Cities 1990 — 1994
BA, English - Creative Writing
S.E.A. Free School 1971 — 1977
Got a GED, 70's hippy kid-dom
Greater than the Sum March 2012 - Present
Presencing the Active Feminine 2010 - Present
Social Innovation Lab January 2013 - Present
Self-Employed July 2010 - Present
Amalfi Consulting July 2007 - June 2010
Clark Consulting July 2007 - January 2008
Clark Consulting - Corporate Solutions July 2005 - May 2007
Clark Consulting HealthCare Group July 2002 - July 2005
Merrill Lynch January 2000 - January 2002
Coldwell Banker Burnet January 1995 - January 2000
Skills
Presencing the Active..., Presencing, Social Innovation, Dark-Matter Facilitation, Co-creation, Collaborative Leadership, Strategy, Insight Generation, Leadership, Project Management, Training, Consulting, Leadership Development, Organizational..., Marketing, Business Strategy, Analytics, Entrepreneurship, Organizational..., Project Planning, Marketing Strategy, SEO, Executive Coaching, Editing, Executive Management, CRM, Employee Benefits, Facilitators, Program Evaluation, Web Analytics, Website Development, Newsletters, Budgets, Management Consulting, Risk Management, Strategic Consulting, Strategic Communications, Public Speaking, Writing, Innovation, Mentoring, Data Visualization, Tableau, Bohmian Dialogue, Management, Strategic Planning
Education
St. Catherine University MAOL Program 2004 — 2011
Master's Degree, Organizational Leadership
St. Catherine University MAOL Program 2004 — 2011
Master's degree, Organizational Leadership - Strategic Management
Science Museum of Minnesota 2007 — 2007
Restorative Justice Circles
University of Minnesota-Twin Cities 1990 — 1994
BA, English - Creative Writing
S.E.A. Free School 1971 — 1977
Got a GED, 70's hippy kid-dom
Tyrah Phillips's Merrill Lynch Experience June 2014 - August 2014
Job Budget Analyst at Louisiana Department of Natural Resources
Industry Financial Services
Experience
Louisiana Department of Natural Resources December 2014 - Present
Louisiana Department of Natural Resources; Fiscal Division September 2014 - December 2014
National Association of Black Accountants (NABA) April 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Susan G. Komen for the Cure March 2012 - May 2014
Alpha Kappa Alpha Sorority, Inc. December 2012 - December 2013
Walgreens June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Time Management, PowerPoint, Sales, Financial Accounting, Financial Analysis, Social Media, Event Planning, Leadership, Customer Satisfaction, Access, Budgets, Outlook, Teamwork, Finance, Public Speaking, Management, Research, Social Networking, Team Building, Accounting, Analysis
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2010 — 2014
Bachelor's Degree, Accounting
Southern University and Agricultural and Mechanical College at Baton Rouge 2010 — 2014
Bachelor's Degree, Finance
Louisiana Department of Natural Resources December 2014 - Present
Louisiana Department of Natural Resources; Fiscal Division September 2014 - December 2014
National Association of Black Accountants (NABA) April 2014 - December 2014
Merrill Lynch June 2014 - August 2014
Susan G. Komen for the Cure March 2012 - May 2014
Alpha Kappa Alpha Sorority, Inc. December 2012 - December 2013
Walgreens June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Time Management, PowerPoint, Sales, Financial Accounting, Financial Analysis, Social Media, Event Planning, Leadership, Customer Satisfaction, Access, Budgets, Outlook, Teamwork, Finance, Public Speaking, Management, Research, Social Networking, Team Building, Accounting, Analysis
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2010 — 2014
Bachelor's Degree, Accounting
Southern University and Agricultural and Mechanical College at Baton Rouge 2010 — 2014
Bachelor's Degree, Finance
Gary P. Tribble Gary P. Tribble's Merrill Lynch Experience October 1991 - April 2000
Job Wealth Advisor Vice President Investments, Portfolio Manager PMP Pgm, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2007 - Present
Morgan Stanley April 2000 - January 2007
Merrill Lynch October 1991 - April 2000
Western Co. of America 1980 - 1982
Education
UBS Financial Services 2007 — 2013
Wealth Management Executive Education Program/Wealth Advisor
Morgan Stanley 2000 — 2007
Custom Portfolio Mgmt Pgm, Advanced Portfolio Management Coursework and Training
Southern Oregon University 1976 — 2006
Bachelor of Science, Economics
Medford High School 1972 — 1976
HS Diploma
UBS Financial Services, Inc. January 2007 - Present
Morgan Stanley April 2000 - January 2007
Merrill Lynch October 1991 - April 2000
Western Co. of America 1980 - 1982
Education
UBS Financial Services 2007 — 2013
Wealth Management Executive Education Program/Wealth Advisor
Morgan Stanley 2000 — 2007
Custom Portfolio Mgmt Pgm, Advanced Portfolio Management Coursework and Training
Southern Oregon University 1976 — 2006
Bachelor of Science, Economics
Medford High School 1972 — 1976
HS Diploma
Dili Wu Dili Wu's Merrill Lynch Experience May 2012 - August 2012
Job Software Engineer at Ask.com
Industry Internet
Experience
Ask.com November 2014 - Present
Raymond James Financial Inc. June 2013 - November 2014
Vanderbilt University May 2012 - May 2013
Vanderbilt University December 2011 - May 2013
Merrill Lynch May 2012 - August 2012
Southwest Jiaotong University February 2011 - June 2011
Phoenix Network June 2010 - September 2010
Skills
C++, C#, C, Java, Matlab, MySQL, Microsoft SQL Server, Machine Learning, Data Mining, Networking, Cloud Computing, Algorithm Analysis, Software Engineering, Excel, Linux, Unix, TFS, Python, Requirements Analysis, Business Analysis, SSIS, Market Risk, Computer Science, Algorithms, Data Analysis, Programming, Microsoft Excel, Distributed Systems, Embedded Systems, Analysis, Testing
Education
Vanderbilt University 2011 — 2013
Master of Science, Computer Science, Electrical Engineering, 3.80
Southwest Jiaotong University 2007 — 2011
Bachelor of Engineering, Automation, General Business, 3.50
Ask.com November 2014 - Present
Raymond James Financial Inc. June 2013 - November 2014
Vanderbilt University May 2012 - May 2013
Vanderbilt University December 2011 - May 2013
Merrill Lynch May 2012 - August 2012
Southwest Jiaotong University February 2011 - June 2011
Phoenix Network June 2010 - September 2010
Skills
C++, C#, C, Java, Matlab, MySQL, Microsoft SQL Server, Machine Learning, Data Mining, Networking, Cloud Computing, Algorithm Analysis, Software Engineering, Excel, Linux, Unix, TFS, Python, Requirements Analysis, Business Analysis, SSIS, Market Risk, Computer Science, Algorithms, Data Analysis, Programming, Microsoft Excel, Distributed Systems, Embedded Systems, Analysis, Testing
Education
Vanderbilt University 2011 — 2013
Master of Science, Computer Science, Electrical Engineering, 3.80
Southwest Jiaotong University 2007 — 2011
Bachelor of Engineering, Automation, General Business, 3.50
Jeff Van Keulen Jeff Van Keulen's Merrill Lynch Experience 1985 - 1989
Job Division Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2007 - Present
Ameriprise Financial Services, Inc. April 2004 - December 2007
Lincoln Financial Distributors 2000 - 2004
Dain Rauscher 1996 - 2000
Merrill Lynch 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Retirement, 401k, Fixed Annuities, Asset Allocation, Investments, Wealth Management, Investment Advisory, Separately Managed..., Series 24, Securities, Financial Services, Sales, Variable Annuities, IRAs, Finance, Financial Advisory, Defined Benefit, Investment Strategies, Pensions
Education
St. Cloud State University 1978 — 1983
BA, Economics
Donald T. Regan School of Advanced Financial Management, Merrill Lynch
Nationwide Financial December 2007 - Present
Ameriprise Financial Services, Inc. April 2004 - December 2007
Lincoln Financial Distributors 2000 - 2004
Dain Rauscher 1996 - 2000
Merrill Lynch 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Retirement, 401k, Fixed Annuities, Asset Allocation, Investments, Wealth Management, Investment Advisory, Separately Managed..., Series 24, Securities, Financial Services, Sales, Variable Annuities, IRAs, Finance, Financial Advisory, Defined Benefit, Investment Strategies, Pensions
Education
St. Cloud State University 1978 — 1983
BA, Economics
Donald T. Regan School of Advanced Financial Management, Merrill Lynch
Jennifer (Boudreaux) Walker's Merrill Lynch Experience August 1994 - December 1994
Job Project Coordinator at Align
Industry Accounting
Experience
A-lign August 2015 - Present
APCO Graphics November 1995 - June 2015
BBDO Worldwide July 1995 - November 1995
Merrill Lynch August 1994 - December 1994
Skills
Java, HTML 5, PHP, IAR Embedded Workbench, MobaXterm, NetBeans, Notepad++, PSQL, AutoCAD, Adobe Illustrator, Filemaker Pro, Macromedia Freehand, Microsoft Office, Project Management, Management, Proposal Writing, Project Planning, CRM, Business Planning, Marketing, Training, Process Scheduler
Education
Southern Polytechnic State University
Graduate Certification & Masters Program, Computer Science
National Center for Paralegal Training 2001 — 2002
ABA Certificate with Honors, Contracts & Civil Litigation
University of West Florida 1993 — 1994
Bachelor of Science in Business Administration, Business / Marketing
Northwest Florida State College 1990 — 1992
Associate of Arts, Business
A-lign August 2015 - Present
APCO Graphics November 1995 - June 2015
BBDO Worldwide July 1995 - November 1995
Merrill Lynch August 1994 - December 1994
Skills
Java, HTML 5, PHP, IAR Embedded Workbench, MobaXterm, NetBeans, Notepad++, PSQL, AutoCAD, Adobe Illustrator, Filemaker Pro, Macromedia Freehand, Microsoft Office, Project Management, Management, Proposal Writing, Project Planning, CRM, Business Planning, Marketing, Training, Process Scheduler
Education
Southern Polytechnic State University
Graduate Certification & Masters Program, Computer Science
National Center for Paralegal Training 2001 — 2002
ABA Certificate with Honors, Contracts & Civil Litigation
University of West Florida 1993 — 1994
Bachelor of Science in Business Administration, Business / Marketing
Northwest Florida State College 1990 — 1992
Associate of Arts, Business
Kris Beaudette Kris Beaudette's Merrill Lynch Experience October 1997 - December 1999
Job Executive Biotech Sales Specialist
Industry Pharmaceuticals
Experience
Novartis August 2006 - Present
GlaxoSmithKline February 2000 - August 2006
Merrill Lynch October 1997 - December 1999
Insight October 1995 - October 1997
Heintz Toyota November 1993 - April 1995
Skills
Pharmaceutical Sales, Managed Care, Pharmaceutical Industry, Product Launch, Pulmonology, Sales, Sales Effectiveness, Strategic Planning
Education
St. Cloud State University 1989 — 1993
John Marshall High School
Novartis August 2006 - Present
GlaxoSmithKline February 2000 - August 2006
Merrill Lynch October 1997 - December 1999
Insight October 1995 - October 1997
Heintz Toyota November 1993 - April 1995
Skills
Pharmaceutical Sales, Managed Care, Pharmaceutical Industry, Product Launch, Pulmonology, Sales, Sales Effectiveness, Strategic Planning
Education
St. Cloud State University 1989 — 1993
John Marshall High School
Jamie Dina Jamie Dina's Merrill Lynch Experience February 2007 - January 2011
Job 3rd Grade Long Term Substitute at Hooksett Memorial Elementary School
Industry E-Learning
Experience
Hooksett Memorial Elementary School August 2011 - Present
Fred C. Underhill Elementary School April 2011 - Present
SAU 15 April 2011 - May 2011
Fred C. Underhill Elementary School January 2011 - April 2011
Merrill Lynch February 2007 - January 2011
Merrill Lynch January 2007 - January 2011
Ameriprise Financial Advisors January 2005 - January 2007
Education
Southern New Hampshire University 2008 — 2011
M.Ed., Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Central High School
May 2004 University of New Hampshire, Whittemore School of Business and Economics
B.S, Business Administration; Marketing
May 2011 Fred. C. Underhill Elementary School
Southern New Hampshire University
Master of, Education
Underhill Elementary School
Hooksett Memorial Elementary School August 2011 - Present
Fred C. Underhill Elementary School April 2011 - Present
SAU 15 April 2011 - May 2011
Fred C. Underhill Elementary School January 2011 - April 2011
Merrill Lynch February 2007 - January 2011
Merrill Lynch January 2007 - January 2011
Ameriprise Financial Advisors January 2005 - January 2007
Education
Southern New Hampshire University 2008 — 2011
M.Ed., Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
Central High School
May 2004 University of New Hampshire, Whittemore School of Business and Economics
B.S, Business Administration; Marketing
May 2011 Fred. C. Underhill Elementary School
Southern New Hampshire University
Master of, Education
Underhill Elementary School
Jizhou (Kathy) Liu Jizhou (Kathy) Liu's Merrill Lynch Experience June 2012 - August 2012
Job Student at Vanderbilt University
Industry Banking
Experience
Vanderbilt University Owen Graduate School of Management April 2013 - December 2013
Merrill Lynch June 2012 - August 2012
Bank of Communication March 2011 - April 2011
Guotai Junan Securities Co. January 2010 - February 2010
Skills
Eviews, Economics, Stata, Microsoft Excel, Mandarin, Microsoft Office, Chinese, Investments, PowerPoint, English, Financial Modeling, Financial Analysis, Econometrics, Corporate Finance, Finance, Capital Markets, Valuation, Financial Management
Education
Vanderbilt University 2011 — 2013
Master of Art, Economics
Southwestern University of Finance and Economics 2007 — 2011
Bachelor of Science, Economics
Vanderbilt University Owen Graduate School of Management April 2013 - December 2013
Merrill Lynch June 2012 - August 2012
Bank of Communication March 2011 - April 2011
Guotai Junan Securities Co. January 2010 - February 2010
Skills
Eviews, Economics, Stata, Microsoft Excel, Mandarin, Microsoft Office, Chinese, Investments, PowerPoint, English, Financial Modeling, Financial Analysis, Econometrics, Corporate Finance, Finance, Capital Markets, Valuation, Financial Management
Education
Vanderbilt University 2011 — 2013
Master of Art, Economics
Southwestern University of Finance and Economics 2007 — 2011
Bachelor of Science, Economics
Kevin Landis, ChFC, CFP® Kevin Landis, ChFC, CFP®'s Merrill Lynch Experience March 1997 - July 2000
Job Owner at DFW Retire
Industry Financial Services
Experience
dfwretire.com 2005 - Present
The Retirement Group March 1993 - Present
Merrill Lynch March 1997 - July 2000
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Retirement, Certified Financial..., Equities, Strategic Planning, Asset Allocation, Alternative Investments, Financial Advisory, Long-term Care, Series 7, Investments, Insurance, Securities, Portfolio Management, Financial Services, Financial Planners, Asset Management, Financial Analysis, Wealth Management, Fixed Annuities, 401k, Strategic Financial..., FINRA, Life Insurance, Finance, Estate Planning, IRAs, Mutual Funds, Investment Management, Wealth Management..., Underwriting, Loans, Private Equity, Pensions, Relationship Management, Asset, Banking, Options, Due Diligence, Credit, Mortgage Lending, Small Business, Employee Benefits, Term Life Insurance, Series 63, Retirement Plan..., Risk Management, Valuation
Education
Southwestern Baptist Theological Seminary 2000 — 2005
Masters, Theology
Tarleton State University 1983 — 1988
BS, Ag Business
dfwretire.com 2005 - Present
The Retirement Group March 1993 - Present
Merrill Lynch March 1997 - July 2000
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Retirement, Certified Financial..., Equities, Strategic Planning, Asset Allocation, Alternative Investments, Financial Advisory, Long-term Care, Series 7, Investments, Insurance, Securities, Portfolio Management, Financial Services, Financial Planners, Asset Management, Financial Analysis, Wealth Management, Fixed Annuities, 401k, Strategic Financial..., FINRA, Life Insurance, Finance, Estate Planning, IRAs, Mutual Funds, Investment Management, Wealth Management..., Underwriting, Loans, Private Equity, Pensions, Relationship Management, Asset, Banking, Options, Due Diligence, Credit, Mortgage Lending, Small Business, Employee Benefits, Term Life Insurance, Series 63, Retirement Plan..., Risk Management, Valuation
Education
Southwestern Baptist Theological Seminary 2000 — 2005
Masters, Theology
Tarleton State University 1983 — 1988
BS, Ag Business
Calob Johnston Calob Johnston's Merrill Lynch Experience December 2008 - November 2012
Job Account Executive
Industry Insurance
Experience
Workers Compensation Fund March 2015 - Present
Zions Bank November 2012 - March 2015
Merrill Lynch December 2008 - November 2012
Morgan Stanley Smith Barney 2006 - 2008
Skills
Series 7
Education
Southern Utah University 2005 — 2006
MBA, Business Management
Southern Utah University 2002 — 2005
B.S., Marketing
Workers Compensation Fund March 2015 - Present
Zions Bank November 2012 - March 2015
Merrill Lynch December 2008 - November 2012
Morgan Stanley Smith Barney 2006 - 2008
Skills
Series 7
Education
Southern Utah University 2005 — 2006
MBA, Business Management
Southern Utah University 2002 — 2005
B.S., Marketing
Sarah Riley Walsh, CFP®'s Merrill Lynch Experience May 1998 - August 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
ActiFi, Inc. June 2011 - August 2012
Walsh Business Consulting August 2007 - August 2012
Aspen Academy Minnesota June 2011 - December 2011
ActiFi August 2006 - August 2007
Merrill Lynch May 1998 - August 2006
Education
St. Catherine University
Ameriprise Financial Services, Inc. August 2012 - Present
ActiFi, Inc. June 2011 - August 2012
Walsh Business Consulting August 2007 - August 2012
Aspen Academy Minnesota June 2011 - December 2011
ActiFi August 2006 - August 2007
Merrill Lynch May 1998 - August 2006
Education
St. Catherine University
Eric Sams Eric Sams's Merrill Lynch Experience 2000 - 2002
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Sams Investment Strategies December 2008 - Present
UBS Financial Services 2002 - December 2008
Merrill Lynch 2000 - 2002
Education
Southwest Baptist University 1996 — 1999
Bachelors in Business Administration, Economics and Finance
Sams Investment Strategies December 2008 - Present
UBS Financial Services 2002 - December 2008
Merrill Lynch 2000 - 2002
Education
Southwest Baptist University 1996 — 1999
Bachelors in Business Administration, Economics and Finance
Timothy McVey Lane Timothy McVey Lane's Merrill Lynch Experience January 1994 - January 1998
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Assoc. November 2009 - Present
HITS Scanning Solutions April 2007 - July 2009
Gateway, Inc. November 2005 - March 2007
Qwest Communications September 2002 - November 2005
Siemens Enterprise Communications November 2000 - May 2002
Computer Associates International 1998 - 2000
Merrill Lynch January 1994 - January 1998
J&S CONSTRUCTION COMPANY January 1990 - January 1994
Skills
Securities, Portfolio Management, CRM, Series 7, Finance, Leadership, Retirement
Education
Spring Hill College 1986 — 1990
B.A, Communications 1990
Raymond James & Assoc. November 2009 - Present
HITS Scanning Solutions April 2007 - July 2009
Gateway, Inc. November 2005 - March 2007
Qwest Communications September 2002 - November 2005
Siemens Enterprise Communications November 2000 - May 2002
Computer Associates International 1998 - 2000
Merrill Lynch January 1994 - January 1998
J&S CONSTRUCTION COMPANY January 1990 - January 1994
Skills
Securities, Portfolio Management, CRM, Series 7, Finance, Leadership, Retirement
Education
Spring Hill College 1986 — 1990
B.A, Communications 1990
Marcus La Salle Marcus La Salle's Merrill Lynch Experience May 2007 - January 2008
Job La Salle Solutions, LLC
Industry Management Consulting
Experience
La Salle Solutions, LLC October 2009 - Present
Wells Fargo Bank & Co May 2005 - December 2008
Merrill Lynch May 2007 - January 2008
Skills
Home Equity Loans, Home Equity Lines, Home Appraisal and..., Debt Consolidation, Consumer Debt, Social Media Marketing, Bilingual..., Strategic Negotiations, International Relations, Customer Service, Financial Modeling, Workshop Facilitation
Education
San Diego State University
Bachelor of Science, Applied Arts and Sciences Business Administration (Finance)
Southwestern College
Associates Degree, Business Administration
La Salle Solutions, LLC October 2009 - Present
Wells Fargo Bank & Co May 2005 - December 2008
Merrill Lynch May 2007 - January 2008
Skills
Home Equity Loans, Home Equity Lines, Home Appraisal and..., Debt Consolidation, Consumer Debt, Social Media Marketing, Bilingual..., Strategic Negotiations, International Relations, Customer Service, Financial Modeling, Workshop Facilitation
Education
San Diego State University
Bachelor of Science, Applied Arts and Sciences Business Administration (Finance)
Southwestern College
Associates Degree, Business Administration
Andrew Angerbauer Andrew Angerbauer's Merrill Lynch Experience August 2015 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch June 2015 - August 2015
Joshua's Pest Control May 2015 - May 2015
Waddell & Reed February 2015 - April 2015
One-Tel May 2013 - December 2014
Skills
Customer Service, Leadership, Team Leadership, Time Management, Teamwork, Sales, Training, Account Management, Sales Management, Direct Sales, Team Building
Education
University of Utah 2013 — 2015
Economics, Minor in Portuguese and Brazilian Studies
Southern Virginia University
Business and Economics
Merrill Lynch August 2015 - Present
Merrill Lynch June 2015 - August 2015
Joshua's Pest Control May 2015 - May 2015
Waddell & Reed February 2015 - April 2015
One-Tel May 2013 - December 2014
Skills
Customer Service, Leadership, Team Leadership, Time Management, Teamwork, Sales, Training, Account Management, Sales Management, Direct Sales, Team Building
Education
University of Utah 2013 — 2015
Economics, Minor in Portuguese and Brazilian Studies
Southern Virginia University
Business and Economics
Lindsey Aucoin Lindsey Aucoin's Merrill Lynch Experience August 2012 - May 2014
Job Manager & Buyer | Men's Collection at CK Collection
Industry Financial Services
Experience
CK Collection May 2014 - Present
Alabama Gulf Coast Area Chamber of Commerce 2011 - Present
Merrill Lynch August 2012 - May 2014
Island Air, Inc. February 2011 - August 2012
Neiman Marcus September 2010 - February 2011
YoMo (Young Mobile!) January 2010 - May 2010
Spring Hill College August 2006 - May 2010
Chico's FAS, Inc March 2007 - December 2009
The SpringHillian August 2008 - May 2009
Skills
Graphic Design, Writing, Editing, Retail Industry, Luxury Sales, Industrial Sales, Public Relations, Social Networking, Social Media, Blogging, InDesign, Illustrator, Photoshop, Time Management, Self Starter, Self Management, Customer Relations, Sales, Marketing, Teamwork, Retail, Microsoft Word, Microsoft Excel, Advertising, PowerPoint, Microsoft Office, Event Planning, Facebook, Business Development, Corporate Communications, Customer Service, Entrepreneurship, Public Speaking, Press Releases
Education
Spring Hill College 2006 — 2010
B.A. of Communications, Journalism, 3.7/3.9
CK Collection May 2014 - Present
Alabama Gulf Coast Area Chamber of Commerce 2011 - Present
Merrill Lynch August 2012 - May 2014
Island Air, Inc. February 2011 - August 2012
Neiman Marcus September 2010 - February 2011
YoMo (Young Mobile!) January 2010 - May 2010
Spring Hill College August 2006 - May 2010
Chico's FAS, Inc March 2007 - December 2009
The SpringHillian August 2008 - May 2009
Skills
Graphic Design, Writing, Editing, Retail Industry, Luxury Sales, Industrial Sales, Public Relations, Social Networking, Social Media, Blogging, InDesign, Illustrator, Photoshop, Time Management, Self Starter, Self Management, Customer Relations, Sales, Marketing, Teamwork, Retail, Microsoft Word, Microsoft Excel, Advertising, PowerPoint, Microsoft Office, Event Planning, Facebook, Business Development, Corporate Communications, Customer Service, Entrepreneurship, Public Speaking, Press Releases
Education
Spring Hill College 2006 — 2010
B.A. of Communications, Journalism, 3.7/3.9
Marcela Beas Marcela Beas's Merrill Lynch Experience August 2012 - December 2012
Job Legal Assistant at Law Office of James P. Grissom
Industry Marketing and Advertising
Experience
Law Office of James P. Grissom January 2014 - Present
Law Office of William A. Csabi January 2014 - March 2015
Hispanic Scholarship Consortium June 2013 - October 2013
Merrill Lynch August 2012 - December 2012
La Lomita Inc. (El Tigre Foodstores) May 2012 - July 2012
Skills
Advertising, Human Resources, Marketing, Payroll, Social Media, Public Relations, Event Planning
Education
St. Edward's University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Law Office of James P. Grissom January 2014 - Present
Law Office of William A. Csabi January 2014 - March 2015
Hispanic Scholarship Consortium June 2013 - October 2013
Merrill Lynch August 2012 - December 2012
La Lomita Inc. (El Tigre Foodstores) May 2012 - July 2012
Skills
Advertising, Human Resources, Marketing, Payroll, Social Media, Public Relations, Event Planning
Education
St. Edward's University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Kristine Palmer Kristine Palmer's Merrill Lynch Experience December 2010 - July 2011
Job Director of Business Development at W by Worth
Industry Apparel & Fashion
Experience
W by Worth September 2013 - Present
Palmer Business Consulting Services January 2013 - September 2013
Merrill Lynch December 2010 - July 2011
Merrill Lynch August 2005 - September 2009
Skills
Retirement Planning, Financial Services, Series 7, Wealth Management, Investments, Marketing, Blogging, Establish & Maintain..., Contact Management, Financial Advisory, Investment Advisory, Management, Sales Management, Leadership, Fashion, Personal Style, Entrepreneurship, Recruiting
Education
St. Edward's University
Master of Business Administration (M.B.A.), Marketing
Wheaton College 2001 — 2005
Bachelor of Arts (B.A.), Spanish Language and Literature
W by Worth September 2013 - Present
Palmer Business Consulting Services January 2013 - September 2013
Merrill Lynch December 2010 - July 2011
Merrill Lynch August 2005 - September 2009
Skills
Retirement Planning, Financial Services, Series 7, Wealth Management, Investments, Marketing, Blogging, Establish & Maintain..., Contact Management, Financial Advisory, Investment Advisory, Management, Sales Management, Leadership, Fashion, Personal Style, Entrepreneurship, Recruiting
Education
St. Edward's University
Master of Business Administration (M.B.A.), Marketing
Wheaton College 2001 — 2005
Bachelor of Arts (B.A.), Spanish Language and Literature
Stephanie Lawrence Stephanie Lawrence's Merrill Lynch Experience September 2011 - May 2012
Job Account Manager at Veterans United Home Loans
Industry Banking
Experience
Optimize Overseas LLC August 2014 - June 2015
Snap Kitchen May 2014 - August 2014
Provident Funding Associates L.P. July 2013 - May 2014
Shabby Slips Austin February 2013 - May 2013
St. Edward's University August 2011 - May 2013
Stephanie Lawrence August 2009 - May 2013
St. Edward's University May 2012 - January 2013
Merrill Lynch September 2011 - May 2012
St. Edward's University August 2011 - December 2011
Lake Highlands Family YMCA June 2009 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Facebook, Research, Microsoft Word, Social Media, Time Management, Higher Education, Leadership, Market Research, Nonprofits, Training, Teamwork, Mortgage Servicing, Management, Communication, Customer Service, Editing, Project Management, Team Leadership
Education
St. Edward's University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting in May 2013
Optimize Overseas LLC August 2014 - June 2015
Snap Kitchen May 2014 - August 2014
Provident Funding Associates L.P. July 2013 - May 2014
Shabby Slips Austin February 2013 - May 2013
St. Edward's University August 2011 - May 2013
Stephanie Lawrence August 2009 - May 2013
St. Edward's University May 2012 - January 2013
Merrill Lynch September 2011 - May 2012
St. Edward's University August 2011 - December 2011
Lake Highlands Family YMCA June 2009 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Facebook, Research, Microsoft Word, Social Media, Time Management, Higher Education, Leadership, Market Research, Nonprofits, Training, Teamwork, Mortgage Servicing, Management, Communication, Customer Service, Editing, Project Management, Team Leadership
Education
St. Edward's University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting in May 2013
Christine House's Merrill Lynch Experience 2007 - 2009
Job Executive Administrative Assistant
Industry
Experience
AW Chesterton Co. September 2015 - Present
Adecco May 2014 - September 2014
Make It Personal Training May 2013 - May 2014
Merrill Lynch 2007 - 2009
Lane Management 2005 - 2007
Skills
Enterprise Software, Leadership, Management, Microsoft Excel, Microsoft Word, Team Building
Education
Southern New Hampshire University 2014 — 2017
Bachelor's degree, Operations and Project Management, 4.0
AW Chesterton Co. September 2015 - Present
Adecco May 2014 - September 2014
Make It Personal Training May 2013 - May 2014
Merrill Lynch 2007 - 2009
Lane Management 2005 - 2007
Skills
Enterprise Software, Leadership, Management, Microsoft Excel, Microsoft Word, Team Building
Education
Southern New Hampshire University 2014 — 2017
Bachelor's degree, Operations and Project Management, 4.0
Craig M. Avery Craig M. Avery's Merrill Lynch Experience August 2000 - June 2003
Job Leader, Business Process | Consulting Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
TMX July 2013 - November 2014
Wells Fargo Advisors Financial Network (FiNet) January 2011 - July 2013
Wells Fargo Advisors Financial Network, LLC January 2008 - December 2010
Wachovia Securities Financial Network (FiNet) July 2005 - December 2007
LionStone Wealth Management LLC June 2003 - July 2005
Merrill Lynch August 2000 - June 2003
KPMG Consulting (BearingPoint) January 1999 - August 2000
Andersen Consulting (Accenture) January 1997 - January 1999
US Army January 1993 - December 1996
Skills
Financial Analysis, Strategy, Recruiting, Management, Financial Services, Sales Management, Investments, Wealth Management, Strategic Partnerships, Management Consulting, Project Management, Leadership, Marketing, New Business Development, Mergers & Acquisitions, Marketing Communications, CRM, Business Planning, Team Management, Business Development, Change Management, Training, Executive Management, Sales, Consulting, Sales Process, Strategic Planning, Risk Management, Portfolio Management, Relationship Management, Finance, Business Strategy, Team Building, Team Motivation, Team Leadership
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (MBA), Leadership
University of Massachusetts, Amherst 1989 — 1992
BS, Landscape Architecture and Regional Planning (LARP)
University of Pennsylvania - The Wharton School 2010 — 2012
Securities Industry Institute, Executive Education
Wells Fargo Advisors August 2015 - Present
TMX July 2013 - November 2014
Wells Fargo Advisors Financial Network (FiNet) January 2011 - July 2013
Wells Fargo Advisors Financial Network, LLC January 2008 - December 2010
Wachovia Securities Financial Network (FiNet) July 2005 - December 2007
LionStone Wealth Management LLC June 2003 - July 2005
Merrill Lynch August 2000 - June 2003
KPMG Consulting (BearingPoint) January 1999 - August 2000
Andersen Consulting (Accenture) January 1997 - January 1999
US Army January 1993 - December 1996
Skills
Financial Analysis, Strategy, Recruiting, Management, Financial Services, Sales Management, Investments, Wealth Management, Strategic Partnerships, Management Consulting, Project Management, Leadership, Marketing, New Business Development, Mergers & Acquisitions, Marketing Communications, CRM, Business Planning, Team Management, Business Development, Change Management, Training, Executive Management, Sales, Consulting, Sales Process, Strategic Planning, Risk Management, Portfolio Management, Relationship Management, Finance, Business Strategy, Team Building, Team Motivation, Team Leadership
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (MBA), Leadership
University of Massachusetts, Amherst 1989 — 1992
BS, Landscape Architecture and Regional Planning (LARP)
University of Pennsylvania - The Wharton School 2010 — 2012
Securities Industry Institute, Executive Education
Jason Armendariz Jason Armendariz's Merrill Lynch Experience May 2005 - August 2005
Job Fitness and wellness coach
Industry Health, Wellness and Fitness
Experience
Freelance Fitness & Olympic Weightlifting June 2012 - Present
Casa Ford Lincoln January 2010 - April 2012
Lauterbach Borschow & Co January 2009 - December 2009
Randall Smith & Co February 2007 - December 2008
Merrill Lynch May 2005 - August 2005
Skills
Team Leadership, Customer Satisfaction, Financial Analysis, Balance, Tax, Forecasting, Sales, Fitness Training, Coaching, Leadership, Training, Strength Training, Nutrition, Budgets, Analysis, Time Management, Management, Customer Service, Athletics, Marketing, Microsoft Excel, Program Management, Finance
Education
St. Edward's University 2004 — 2006
Bachelor of Business Administration, Dual; Accounting and Finance
Freelance Fitness & Olympic Weightlifting June 2012 - Present
Casa Ford Lincoln January 2010 - April 2012
Lauterbach Borschow & Co January 2009 - December 2009
Randall Smith & Co February 2007 - December 2008
Merrill Lynch May 2005 - August 2005
Skills
Team Leadership, Customer Satisfaction, Financial Analysis, Balance, Tax, Forecasting, Sales, Fitness Training, Coaching, Leadership, Training, Strength Training, Nutrition, Budgets, Analysis, Time Management, Management, Customer Service, Athletics, Marketing, Microsoft Excel, Program Management, Finance
Education
St. Edward's University 2004 — 2006
Bachelor of Business Administration, Dual; Accounting and Finance
Ryan Kephart Ryan Kephart's Merrill Lynch Experience April 2012 - March 2013
Job Racker at Rackspace, the #1 managed cloud company
Industry Financial Services
Experience
Rackspace, the #1 managed cloud company July 2015 - Present
Stouffer & Associates December 2014 - May 2015
Self-Employed August 2013 - August 2014
Advisors Asset Management, Inc. July 2013 - August 2013
Merrill Lynch April 2012 - March 2013
Skills
DCF, Personal Finance, IPO, Financial Reporting, Fundamental Analysis, Electronic Trading, Separately Managed..., Volatility, Accounting, Leadership, Managerial Finance, Equities, Wealth Management, Capital Markets
Education
Alamo Heights H.S.
MacArthur High School
St. Mary's Hall
University of Southern California - Marshall School of Business 2007 — 2008
Transferred, Business Administration and Management, General
St. Edward's University 2009 — 2011
B.S. Business Administration, Management
Rackspace, the #1 managed cloud company July 2015 - Present
Stouffer & Associates December 2014 - May 2015
Self-Employed August 2013 - August 2014
Advisors Asset Management, Inc. July 2013 - August 2013
Merrill Lynch April 2012 - March 2013
Skills
DCF, Personal Finance, IPO, Financial Reporting, Fundamental Analysis, Electronic Trading, Separately Managed..., Volatility, Accounting, Leadership, Managerial Finance, Equities, Wealth Management, Capital Markets
Education
Alamo Heights H.S.
MacArthur High School
St. Mary's Hall
University of Southern California - Marshall School of Business 2007 — 2008
Transferred, Business Administration and Management, General
St. Edward's University 2009 — 2011
B.S. Business Administration, Management
Angela Berry Angela Berry's Merrill Lynch Experience October 2006 - April 2013
Job VP,Director, Operations, Client Services, Compliance
Industry Financial Services
Experience
Long Term Solutions LLC May 2014 - Present
Citi April 2013 - May 2014
Merrill Lynch October 2006 - April 2013
Ameriprise Financial Advisors March 2002 - October 2006
American Express Financial Advisors 2002 - 2003
Skills
Operations Management, Client Services, Customer Service, Series 7, Series 66, Leadership, Financial Services, Strategic Financial..., Retirement Planning, Wealth Management, Financial Planning, Finance, Retirement, Investments, Strategic Planning, Asset Allocation, Financial Advisory, Mutual Funds, Coaching, Investment Advisory, IT Service Management, Life Insurance, Portfolio Management, Public Speaking, Management, Nonprofits, Insurance, Client Relations, Asset Management, Mentoring, Fitness Instruction, Zumba Instruction, Annuity Sales, Health Insurance
Education
University of Phoenix 1996 — 1998
MBA, Marketing
Spelman College 1980 — 1984
BS, Chemistry
Long Term Solutions LLC May 2014 - Present
Citi April 2013 - May 2014
Merrill Lynch October 2006 - April 2013
Ameriprise Financial Advisors March 2002 - October 2006
American Express Financial Advisors 2002 - 2003
Skills
Operations Management, Client Services, Customer Service, Series 7, Series 66, Leadership, Financial Services, Strategic Financial..., Retirement Planning, Wealth Management, Financial Planning, Finance, Retirement, Investments, Strategic Planning, Asset Allocation, Financial Advisory, Mutual Funds, Coaching, Investment Advisory, IT Service Management, Life Insurance, Portfolio Management, Public Speaking, Management, Nonprofits, Insurance, Client Relations, Asset Management, Mentoring, Fitness Instruction, Zumba Instruction, Annuity Sales, Health Insurance
Education
University of Phoenix 1996 — 1998
MBA, Marketing
Spelman College 1980 — 1984
BS, Chemistry
Charise Thompson Spedale, CPC's Merrill Lynch Experience August 2009 - September 2010
Job Senior Recruiter at Burnett Specialists
Industry Staffing and Recruiting
Experience
Burnett Specialists December 2010 - Present
Merrill Lynch August 2009 - September 2010
Piper-Morgan Associates May 2009 - August 2009
MK Personnel November 2007 - May 2009
SCF Partners March 2007 - May 2008
Credit Suisse First Boston September 1999 - November 2005
ABN AMRO January 1998 - September 1999
Skills
Marketing, Friendly Personality, Technical Recruiting, Recruiting, Executive Support, Sales, Human Resources, Talent Acquisition, Temporary Staffing, Temporary Placement, Applicant Tracking..., Onboarding, Contract Recruitment, Executive Search, Internet Recruiting, Recruitment Advertising, Sourcing, Benefits Negotiation, Cold Calling, PeopleSoft, Staffing Services, Employee Benefits, Resume Writing, Payroll, Workforce Planning, Taleo, Talent Management, Employer Branding, HRIS, Permanent Placement, Screening, College Recruiting, Screening Resumes, Time Management, Interviews, Employee Relations, New Hire Orientations, Training, HR Policies, Personnel Management, Consulting, Performance Management, Benefits Administration, Employee Engagement, Client Development, Employee Training, Deferred Compensation, RPO, Hiring, Behavioral Interviewing
Education
Kingwood High School 1988 — 1992
Southwestern Oklahoma State University
Burnett Specialists December 2010 - Present
Merrill Lynch August 2009 - September 2010
Piper-Morgan Associates May 2009 - August 2009
MK Personnel November 2007 - May 2009
SCF Partners March 2007 - May 2008
Credit Suisse First Boston September 1999 - November 2005
ABN AMRO January 1998 - September 1999
Skills
Marketing, Friendly Personality, Technical Recruiting, Recruiting, Executive Support, Sales, Human Resources, Talent Acquisition, Temporary Staffing, Temporary Placement, Applicant Tracking..., Onboarding, Contract Recruitment, Executive Search, Internet Recruiting, Recruitment Advertising, Sourcing, Benefits Negotiation, Cold Calling, PeopleSoft, Staffing Services, Employee Benefits, Resume Writing, Payroll, Workforce Planning, Taleo, Talent Management, Employer Branding, HRIS, Permanent Placement, Screening, College Recruiting, Screening Resumes, Time Management, Interviews, Employee Relations, New Hire Orientations, Training, HR Policies, Personnel Management, Consulting, Performance Management, Benefits Administration, Employee Engagement, Client Development, Employee Training, Deferred Compensation, RPO, Hiring, Behavioral Interviewing
Education
Kingwood High School 1988 — 1992
Southwestern Oklahoma State University
Sarah Watkin's Merrill Lynch Experience November 2001 - August 2002
Job Educator
Industry Primary/Secondary Education
Experience
Plano ISD July 2015 - Present
Plano ISD August 2012 - June 2015
Thomas Elementary PTA July 2012 - June 2013
Thomas Elementary PTA June 2010 - June 2012
Thomas Elementary PTA August 2009 - June 2010
Jackson Hewitt February 2004 - April 2004
First Trust Corporation a Fiserv Company July 2002 - October 2002
Merrill Lynch November 2001 - August 2002
Merrill Lynch October 1999 - November 2001
Source One Management September 1998 - November 1999
Skills
Data Entry, Community Relations, Internal Communications, Customer Service, Excel, Problem Solving, Word, Public Speaking, PowerPoint, Outlook, Teaching, Non-profits, Fundraising, Working With Children, Event Planning, Curriculum Design, Special Education, Training, Microsoft Excel, Reading Intervention, Nonprofits, Tutoring, Microsoft Word, Community Development, Elementary Education, Management, Staff Development, Microsoft Office, Community Outreach, Lesson Planning, Classroom
Education
Southern Oregon University 1995 — 1996
Certificate, Elementary Education
Southern Oregon University 1990 — 1995
Bachelor of Science, History: US and Ancient
Plano ISD July 2015 - Present
Plano ISD August 2012 - June 2015
Thomas Elementary PTA July 2012 - June 2013
Thomas Elementary PTA June 2010 - June 2012
Thomas Elementary PTA August 2009 - June 2010
Jackson Hewitt February 2004 - April 2004
First Trust Corporation a Fiserv Company July 2002 - October 2002
Merrill Lynch November 2001 - August 2002
Merrill Lynch October 1999 - November 2001
Source One Management September 1998 - November 1999
Skills
Data Entry, Community Relations, Internal Communications, Customer Service, Excel, Problem Solving, Word, Public Speaking, PowerPoint, Outlook, Teaching, Non-profits, Fundraising, Working With Children, Event Planning, Curriculum Design, Special Education, Training, Microsoft Excel, Reading Intervention, Nonprofits, Tutoring, Microsoft Word, Community Development, Elementary Education, Management, Staff Development, Microsoft Office, Community Outreach, Lesson Planning, Classroom
Education
Southern Oregon University 1995 — 1996
Certificate, Elementary Education
Southern Oregon University 1990 — 1995
Bachelor of Science, History: US and Ancient
Leopold Monaco's Merrill Lynch Experience December 1996 - November 2007
Job Business Development at BarVision
Industry Food & Beverages
Experience
BarVision March 2015 - Present
Cinematique January 2012 - March 2015
Morgan Stanley November 2007 - December 2010
Merrill Lynch December 1996 - November 2007
Skills
Private Equity, Portfolio Management, Asset Allocation, Strategic Partnerships, Hedge Funds, Equities, Strategy, Financial Analysis, Wealth Management..., Business Relationship..., Financial Services, Asset Managment, Financial Modeling, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Securities, Investments, Venture Capital, Due Diligence, Business Development, Fundraising, Business Strategy, Business Analysis, Client Development, Sales Presentations, Sales Management, Bonds, Finance, CRM, Series 7, Investment Advisory, Valuation, Mutual Funds, Series 63, Investment Strategies, Start-ups, Investment Management, Corporate Development, Corporate Finance, Strategic Financial..., Trading, Marketing Strategy, Entrepreneurship, Bloomberg, Insurance, Downhill Skiing
Education
Southwestern University School of Law 1987 — 1991
Doctor of Law (J.D.)
The George Washington University 1981 — 1985
Bachelor's Degree
BarVision March 2015 - Present
Cinematique January 2012 - March 2015
Morgan Stanley November 2007 - December 2010
Merrill Lynch December 1996 - November 2007
Skills
Private Equity, Portfolio Management, Asset Allocation, Strategic Partnerships, Hedge Funds, Equities, Strategy, Financial Analysis, Wealth Management..., Business Relationship..., Financial Services, Asset Managment, Financial Modeling, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Securities, Investments, Venture Capital, Due Diligence, Business Development, Fundraising, Business Strategy, Business Analysis, Client Development, Sales Presentations, Sales Management, Bonds, Finance, CRM, Series 7, Investment Advisory, Valuation, Mutual Funds, Series 63, Investment Strategies, Start-ups, Investment Management, Corporate Development, Corporate Finance, Strategic Financial..., Trading, Marketing Strategy, Entrepreneurship, Bloomberg, Insurance, Downhill Skiing
Education
Southwestern University School of Law 1987 — 1991
Doctor of Law (J.D.)
The George Washington University 1981 — 1985
Bachelor's Degree
Ryan Chuman Ryan Chuman's Merrill Lynch Experience October 2007 - August 2008
Job Attorney at Collins, Collins, Muir & Stewart, LLP
Industry Law Practice
Experience
Collins, Collins, Muir & Stewart, LLP December 2014 - Present
Law Offices of Scott S. Lin, P.C. September 2012 - December 2012
U.S. Bankruptcy Court for the Central District of California May 2012 - July 2012
Kinaga Law Firm January 2010 - July 2011
California State Controller's Office July 2010 - October 2010
Merrill Lynch October 2007 - August 2008
Skills
Legal Writing, Courts, Appeals, Bankruptcy, Arbitration, Motions, Research, Finance, Management, Financial Modeling, Legal Research, Westlaw
Education
Southwestern University School of Law 2011 — 2014
Juris Doctor (J.D.)
UCLA 2007 — 2010
BA, History
Collins, Collins, Muir & Stewart, LLP December 2014 - Present
Law Offices of Scott S. Lin, P.C. September 2012 - December 2012
U.S. Bankruptcy Court for the Central District of California May 2012 - July 2012
Kinaga Law Firm January 2010 - July 2011
California State Controller's Office July 2010 - October 2010
Merrill Lynch October 2007 - August 2008
Skills
Legal Writing, Courts, Appeals, Bankruptcy, Arbitration, Motions, Research, Finance, Management, Financial Modeling, Legal Research, Westlaw
Education
Southwestern University School of Law 2011 — 2014
Juris Doctor (J.D.)
UCLA 2007 — 2010
BA, History
Aimee Langlinais's Merrill Lynch Experience 2008 - 2009
Job Manager Accenture Strategy, Resources
Industry Management Consulting
Experience
Accenture December 2014 - Present
Accenture September 2012 - Present
Accenture July 2011 - September 2012
National Association of Women MBAs - University of Houston Chapter April 2010 - September 2011
Accenture March 2010 - August 2010
Silberman Properties, ApartmentWIZ.com September 2009 - January 2010
Private Equity Info May 2009 - August 2009
St. Edward's University 2009 - 2009
Merrill Lynch 2008 - 2009
St. Edward's University 2007 - 2008
Skills
Social Networking, Financial Analysis, Leadership, CRM, Business Strategy, Analysis, Data Analysis, Team Leadership, Recruiting, Market Research, Financial Modeling, Sales, SEO, Microsoft Office, Marketing, Management, Public Speaking, Salesforce.com, Strategic Planning, Blogging, Business Analysis, Valuation, Customer Service, Project Management, Finance, Cross-functional Team..., Consulting, Management Consulting, Strategy
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA, Consulting
St. Edward's University 2005 — 2009
Bachelor of Business Administration, Finance & Marketing
St. Agnes Academy 2001 — 2005
Accenture December 2014 - Present
Accenture September 2012 - Present
Accenture July 2011 - September 2012
National Association of Women MBAs - University of Houston Chapter April 2010 - September 2011
Accenture March 2010 - August 2010
Silberman Properties, ApartmentWIZ.com September 2009 - January 2010
Private Equity Info May 2009 - August 2009
St. Edward's University 2009 - 2009
Merrill Lynch 2008 - 2009
St. Edward's University 2007 - 2008
Skills
Social Networking, Financial Analysis, Leadership, CRM, Business Strategy, Analysis, Data Analysis, Team Leadership, Recruiting, Market Research, Financial Modeling, Sales, SEO, Microsoft Office, Marketing, Management, Public Speaking, Salesforce.com, Strategic Planning, Blogging, Business Analysis, Valuation, Customer Service, Project Management, Finance, Cross-functional Team..., Consulting, Management Consulting, Strategy
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA, Consulting
St. Edward's University 2005 — 2009
Bachelor of Business Administration, Finance & Marketing
St. Agnes Academy 2001 — 2005
Bill Cariker, CFP®, CIMA® Bill Cariker, CFP®, CIMA®'s Merrill Lynch Experience March 1987 - March 2010
Job Senior VP / RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2010 - Present
Merrill Lynch March 1987 - March 2010
Education
Texas A&M University - Mays Business School 1985 — 1986
M.B.A., Marketing, Finance
Southwestern University 1972 — 1975
B.S., Biology, Chemistry
RBC Wealth Management March 2010 - Present
Merrill Lynch March 1987 - March 2010
Education
Texas A&M University - Mays Business School 1985 — 1986
M.B.A., Marketing, Finance
Southwestern University 1972 — 1975
B.S., Biology, Chemistry
Chloe Laura Parker Chloe Laura Parker's Merrill Lynch Experience May 2008 - July 2008
Job Mommy Sabbatical
Industry Computer Software
Experience
Hiatus September 2015 - Present
Atlassian March 2014 - August 2015
Bazaarvoice June 2009 - March 2014
Photon Factory May 2009 - August 2011
Southwestern University March 2008 - May 2009
Southwestern University March 2007 - May 2009
Merrill Lynch May 2008 - July 2008
Skills
Sourcing, Recruiting, Social Media, Social Networking, Human Resources
Education
Southwestern University 2005 — 2009
Business, with an emphasis in Finance
Hiatus September 2015 - Present
Atlassian March 2014 - August 2015
Bazaarvoice June 2009 - March 2014
Photon Factory May 2009 - August 2011
Southwestern University March 2008 - May 2009
Southwestern University March 2007 - May 2009
Merrill Lynch May 2008 - July 2008
Skills
Sourcing, Recruiting, Social Media, Social Networking, Human Resources
Education
Southwestern University 2005 — 2009
Business, with an emphasis in Finance
Tina Licari's Merrill Lynch Experience January 2004 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2004 - Present
UBS Wealth Management July 2001 - January 2004
St. Luke's Hospital Duluth MN May 1999 - July 2001
SMDC March 1996 - August 1998
Skills
Retirement Planning, Retirement Income..., Series 66, Saving for Education, Series 7, Wealth Management, Asset Allocation, Retirement, Financial Planning, Wealth Preservation..., 401k Rollovers, Investment Advisory, Charitable Giving, IRA's, Annuities, Estate Planning, Strategic Financial..., Series 63, Finance, Financial Advisory, Financial Planners, Long-term Care, Portfolio Management, Investments, Series 65, 401k, Insurance, Wealth
Education
University of St. Francis 2000 — 2009
Masters Degree, Healthcare Administration
Saint Cloud State University - G.R. Herberger College of Business 1980 — 1983
Bachelor of Science, Exercise Physiology
Merrill Lynch January 2004 - Present
UBS Wealth Management July 2001 - January 2004
St. Luke's Hospital Duluth MN May 1999 - July 2001
SMDC March 1996 - August 1998
Skills
Retirement Planning, Retirement Income..., Series 66, Saving for Education, Series 7, Wealth Management, Asset Allocation, Retirement, Financial Planning, Wealth Preservation..., 401k Rollovers, Investment Advisory, Charitable Giving, IRA's, Annuities, Estate Planning, Strategic Financial..., Series 63, Finance, Financial Advisory, Financial Planners, Long-term Care, Portfolio Management, Investments, Series 65, 401k, Insurance, Wealth
Education
University of St. Francis 2000 — 2009
Masters Degree, Healthcare Administration
Saint Cloud State University - G.R. Herberger College of Business 1980 — 1983
Bachelor of Science, Exercise Physiology
Carly Schultz's Merrill Lynch Experience May 2014 - Present
Job Registered Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
State Street Bank August 2013 - May 2014
State Street Bank June 2011 - August 2013
Merrill Lynch February 2011 - July 2011
Skills
Analysis, Management, Microsoft Excel, Customer Service, Training, Microsoft Office, Data Analysis, Ad Hoc Reporting, Time Management, Outlook, PowerPoint, Access, Mutual Funds, Event Planning, Microsoft Word, Customer Satisfaction, Series 7, Series 66
Education
Southern New Hampshire University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Merrill Lynch May 2014 - Present
State Street Bank August 2013 - May 2014
State Street Bank June 2011 - August 2013
Merrill Lynch February 2011 - July 2011
Skills
Analysis, Management, Microsoft Excel, Customer Service, Training, Microsoft Office, Data Analysis, Ad Hoc Reporting, Time Management, Outlook, PowerPoint, Access, Mutual Funds, Event Planning, Microsoft Word, Customer Satisfaction, Series 7, Series 66
Education
Southern New Hampshire University 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Evan Links Evan Links's Merrill Lynch Experience 1992 - 1993
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America September 2003 - Present
Jackson National Life 1998 - 2000
ICICI Prudential Life Insurance Company Limited 1996 - 1997
Vantage Computer Systems 1991 - 1996
Merrill Lynch 1992 - 1993
Monarch Life 1984 - 1991
Skills
SDLC, Vendor Management, Database Design, DB2, Business Analysis, Enterprise Architecture, Requirements Gathering, Leadership, IT Strategy, Management, Data Warehousing, Requirements Analysis, Process Improvement, Software Project..., Risk Management, Visio, Financial Services, Project Management, SQL, Program Management, Business Process..., Consulting
Education
Springfield Technical Community College 1988 — 1990
Computer Science
SUNY Stony Brrok
Bank of America September 2003 - Present
Jackson National Life 1998 - 2000
ICICI Prudential Life Insurance Company Limited 1996 - 1997
Vantage Computer Systems 1991 - 1996
Merrill Lynch 1992 - 1993
Monarch Life 1984 - 1991
Skills
SDLC, Vendor Management, Database Design, DB2, Business Analysis, Enterprise Architecture, Requirements Gathering, Leadership, IT Strategy, Management, Data Warehousing, Requirements Analysis, Process Improvement, Software Project..., Risk Management, Visio, Financial Services, Project Management, SQL, Program Management, Business Process..., Consulting
Education
Springfield Technical Community College 1988 — 1990
Computer Science
SUNY Stony Brrok
Nechelle Middleton Nechelle Middleton's Merrill Lynch Experience May 2009 - September 2009
Job Manager of Treasury at SkyWest Airlines
Industry Financial Services
Experience
SkyWest Airlines August 2012 - Present
Brock & Associates June 2010 - November 2012
The Leavitt Group October 2006 - July 2010
Merrill Lynch May 2009 - September 2009
Skills
Accounting, Excel, Microsoft Office, Insurance, Financial Planning, Financial Reporting, Financial Analysis, Underwriting, Word, PowerPoint, Portfolio Management, Microsoft Excel, Analysis, New Business Development, Risk Management, Finance
Education
Southern Utah University 2009 — 2010
Master of Business Administration (M.B.A.), Business
Southern Utah University 2006 — 2009
Bachelor of Science, Finance
SkyWest Airlines August 2012 - Present
Brock & Associates June 2010 - November 2012
The Leavitt Group October 2006 - July 2010
Merrill Lynch May 2009 - September 2009
Skills
Accounting, Excel, Microsoft Office, Insurance, Financial Planning, Financial Reporting, Financial Analysis, Underwriting, Word, PowerPoint, Portfolio Management, Microsoft Excel, Analysis, New Business Development, Risk Management, Finance
Education
Southern Utah University 2009 — 2010
Master of Business Administration (M.B.A.), Business
Southern Utah University 2006 — 2009
Bachelor of Science, Finance
Cash Covington Cash Covington's Merrill Lynch Experience January 2011 - September 2012
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Arvest Asset Management January 2013 - December 2014
Merrill Lynch January 2011 - September 2012
John Hancock Financial Network August 2010 - December 2010
Infinity Options, Inc. August 2008 - June 2010
Education
Spring Hill College 2004 — 2008
Bachelor's, Economics
Charles Schwab May 2015 - Present
Arvest Asset Management January 2013 - December 2014
Merrill Lynch January 2011 - September 2012
John Hancock Financial Network August 2010 - December 2010
Infinity Options, Inc. August 2008 - June 2010
Education
Spring Hill College 2004 — 2008
Bachelor's, Economics
Laurie Landfried, PMP's Merrill Lynch Experience October 1998 - February 2002
Job Sharepoint Consultant for Kaiser Permanente
Industry Information Technology and Services
Experience
in Denver March 2014 - June 2014
WPX Energy thru Astra Solutions April 2012 - February 2014
Williams Company September 2011 - April 2012
Employers Insurance Group October 2006 - September 2011
Alere Medical March 2003 - October 2006
Kelly Services - Microsoft Licensing, GP June 2002 - March 2003
Merrill Lynch October 1998 - February 2002
Skills
SharePoint, ITIL, Visio, Business Analysis, SDLC, Process Improvement, Integration, Agile Methodologies, Cross-functional Team..., Software Development, Software Documentation, SQL, IT Service Management, Systems Analysis, Program Management, Windows, Project Planning, Team Leadership, Enterprise Architecture, System Administration, Security, Change Management, PMO, Process Engineering, Testing, Databases, Unix, Project Delivery, Data Center, Training, Analysis, Disaster Recovery, Information Technology, Quality Assurance, Business Requirements, Microsoft SQL Server, Project Portfolio..., PMP, PMI, Project Management, Management, Requirements Gathering, Business Process, Business Process..., XML, Governance, Budgets, IT Strategy, VMware, IT Management
Education
Southern New Hampshire University 1994 — 1996
Associate of Science (AS)
in Denver March 2014 - June 2014
WPX Energy thru Astra Solutions April 2012 - February 2014
Williams Company September 2011 - April 2012
Employers Insurance Group October 2006 - September 2011
Alere Medical March 2003 - October 2006
Kelly Services - Microsoft Licensing, GP June 2002 - March 2003
Merrill Lynch October 1998 - February 2002
Skills
SharePoint, ITIL, Visio, Business Analysis, SDLC, Process Improvement, Integration, Agile Methodologies, Cross-functional Team..., Software Development, Software Documentation, SQL, IT Service Management, Systems Analysis, Program Management, Windows, Project Planning, Team Leadership, Enterprise Architecture, System Administration, Security, Change Management, PMO, Process Engineering, Testing, Databases, Unix, Project Delivery, Data Center, Training, Analysis, Disaster Recovery, Information Technology, Quality Assurance, Business Requirements, Microsoft SQL Server, Project Portfolio..., PMP, PMI, Project Management, Management, Requirements Gathering, Business Process, Business Process..., XML, Governance, Budgets, IT Strategy, VMware, IT Management
Education
Southern New Hampshire University 1994 — 1996
Associate of Science (AS)
Alex Michael Alex Michael's Merrill Lynch Experience June 2012 - August 2012
Job Consultant at WG Consulting
Industry Oil & Energy
Experience
WG Consulting, LLC February 2015 - Present
Tauber Oil Company May 2014 - December 2014
BottleFreaks June 2013 - October 2014
Tauber Oil Company May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Economics, Microsoft Excel, Teamwork, Time Management, Research, Leadership, Risk Analysis, Financial Markets, Microeconomics, Analysis, Financial Analysis, PowerPoint, Commodity, Management, Strategy, Microsoft Office
Education
Southwestern University 2010 — 2014
B.A, Economics
Westside High School 2007 — 2010
WG Consulting, LLC February 2015 - Present
Tauber Oil Company May 2014 - December 2014
BottleFreaks June 2013 - October 2014
Tauber Oil Company May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Economics, Microsoft Excel, Teamwork, Time Management, Research, Leadership, Risk Analysis, Financial Markets, Microeconomics, Analysis, Financial Analysis, PowerPoint, Commodity, Management, Strategy, Microsoft Office
Education
Southwestern University 2010 — 2014
B.A, Economics
Westside High School 2007 — 2010
Pedro Marín Campero's Merrill Lynch Experience June 2014 - July 2014
Job Graduate from Saint Edward's University
Industry International Trade and Development
Experience
Merrill Lynch June 2014 - July 2014
International Student Association SEU May 2013 - December 2013
BNB Valores S.A. (Grupo BNB) July 2013 - August 2013
Skills
Spanish, Business Strategy, Social Media, English, Strategic Planning, Microsoft Office, Team Leadership, Negotiation, Public Speaking, Project Management, Management, Teamwork, Online Marketing, Business Development, PowerPoint, Portfolio Management, Fundamental Analysis, Portfolio Development, Microsoft PowerPoint
Education
St. Edward's University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Merrill Lynch June 2014 - July 2014
International Student Association SEU May 2013 - December 2013
BNB Valores S.A. (Grupo BNB) July 2013 - August 2013
Skills
Spanish, Business Strategy, Social Media, English, Strategic Planning, Microsoft Office, Team Leadership, Negotiation, Public Speaking, Project Management, Management, Teamwork, Online Marketing, Business Development, PowerPoint, Portfolio Management, Fundamental Analysis, Portfolio Development, Microsoft PowerPoint
Education
St. Edward's University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Katie Kane's Merrill Lynch Experience September 2007 - July 2009
Job Executive Assistant The Johnson Company
Industry Investment Management
Experience
JPMorgan Chase June 2012 - June 2015
JPMorgan Chase September 2009 - May 2012
Merrill Lynch September 2007 - July 2009
Skills
Equities, Investment Banking, PowerPoint, Microsoft Excel, Strategic Planning, Microsoft Word, Event Planning, Microsoft Office, Social Media Marketing, Social Media, Access
Education
Southern New Hampshire University 2002 — 2006
Bachelor of Science, Business Management
JPMorgan Chase June 2012 - June 2015
JPMorgan Chase September 2009 - May 2012
Merrill Lynch September 2007 - July 2009
Skills
Equities, Investment Banking, PowerPoint, Microsoft Excel, Strategic Planning, Microsoft Word, Event Planning, Microsoft Office, Social Media Marketing, Social Media, Access
Education
Southern New Hampshire University 2002 — 2006
Bachelor of Science, Business Management
Richard Post Richard Post's Merrill Lynch Experience May 2010 - August 2010
Job Analyst at Southwestern Energy
Industry Oil & Energy
Experience
Southwestern Energy September 2013 - Present
Tesco Corporation October 2012 - June 2013
Tesco Corporation June 2011 - October 2012
Merrill Lynch May 2010 - August 2010
Skills
Strategy, Management, Business Development, Financial Analysis, Drilling, Financial Modeling, Budgets, Investments, Finance, Forecasting, Corporate Finance, Gas
Education
Southwestern University 2007 — 2011
Bachelor of Arts, Business
Strake Jesuit College Preparatory 2003 — 2007
High School
Southwestern Energy September 2013 - Present
Tesco Corporation October 2012 - June 2013
Tesco Corporation June 2011 - October 2012
Merrill Lynch May 2010 - August 2010
Skills
Strategy, Management, Business Development, Financial Analysis, Drilling, Financial Modeling, Budgets, Investments, Finance, Forecasting, Corporate Finance, Gas
Education
Southwestern University 2007 — 2011
Bachelor of Arts, Business
Strake Jesuit College Preparatory 2003 — 2007
High School
Cherisse Bethea, MBA Cherisse Bethea, MBA's Merrill Lynch Experience June 2007 - August 2007
Job "Challenges are what make life interesting; overcoming them is what makes life meaningful."
Industry Logistics and Supply Chain
Experience
Ecolab - Kay Chemical March 2015 - May 2015
Syngenta Crop Protection June 2014 - February 2015
Piedmont Folk Legacies March 2013 - June 2014
Syngenta Crop Protection May 2013 - May 2014
UNC Greensboro Bryan School August 2012 - May 2014
Center For Credentialing & Education July 2010 - August 2011
Merrill Lynch June 2007 - August 2007
Carver Federal Savings Bank 2006 - 2006
New York City Bar July 2003 - September 2003
Skills
Microsoft Office, Grant Writing, Community Outreach, Customer Service, Speech Writing, Public Speaking, Human Capital, Presentation Development, Presentations, Problem Analysis, Team Leadership, Strategy, Event Planning, SAP Logistics, SAP R/3, SAP APO, BEx Analyzer, International Logistics, Microsoft Excel, PowerPoint, Market Research
Education
University of North Carolina at Greensboro 2012 — 2014
MBA, Business, Management, Marketing, and Related Support Services
Spelman College 2004 — 2008
Bachelor of Arts, Economics
Ecolab - Kay Chemical March 2015 - May 2015
Syngenta Crop Protection June 2014 - February 2015
Piedmont Folk Legacies March 2013 - June 2014
Syngenta Crop Protection May 2013 - May 2014
UNC Greensboro Bryan School August 2012 - May 2014
Center For Credentialing & Education July 2010 - August 2011
Merrill Lynch June 2007 - August 2007
Carver Federal Savings Bank 2006 - 2006
New York City Bar July 2003 - September 2003
Skills
Microsoft Office, Grant Writing, Community Outreach, Customer Service, Speech Writing, Public Speaking, Human Capital, Presentation Development, Presentations, Problem Analysis, Team Leadership, Strategy, Event Planning, SAP Logistics, SAP R/3, SAP APO, BEx Analyzer, International Logistics, Microsoft Excel, PowerPoint, Market Research
Education
University of North Carolina at Greensboro 2012 — 2014
MBA, Business, Management, Marketing, and Related Support Services
Spelman College 2004 — 2008
Bachelor of Arts, Economics
Ron Howell's Merrill Lynch Experience May 2000 - March 2002
Job CEO at 180 Medical
Industry Medical Devices
Experience
180 Medical April 2015 - Present
180 Medical October 2012 - Present
180 Medical, Inc. January 2010 - October 2012
180 Medical, Inc. December 2006 - December 2009
180 Medical, Inc. August 2005 - December 2006
CACI International Inc March 2002 - August 2005
Merrill Lynch May 2000 - March 2002
United States Air Force June 1980 - May 2000
Skills
Sales Operations, Management, Recruiting, Sales Management, Sales, Cold Calling, Training, Medical Devices, Product Launch, Sales Process, Customer Service, Account Management, Human Resources, Selling, Team Building, Strategic Planning
Education
Southern Nazarene University 2005 — 2006
B.S., Organizational Leadership
180 Medical April 2015 - Present
180 Medical October 2012 - Present
180 Medical, Inc. January 2010 - October 2012
180 Medical, Inc. December 2006 - December 2009
180 Medical, Inc. August 2005 - December 2006
CACI International Inc March 2002 - August 2005
Merrill Lynch May 2000 - March 2002
United States Air Force June 1980 - May 2000
Skills
Sales Operations, Management, Recruiting, Sales Management, Sales, Cold Calling, Training, Medical Devices, Product Launch, Sales Process, Customer Service, Account Management, Human Resources, Selling, Team Building, Strategic Planning
Education
Southern Nazarene University 2005 — 2006
B.S., Organizational Leadership
Bob Bezkor's Merrill Lynch Experience 2006 - 2008
Job Regional Director at Ducks Unlimited
Industry Fund-Raising
Experience
Ducks Unlimited December 2013 - Present
EPB January 2011 - November 2013
Ducks Unlimited 2007 - November 2013
Robert Half Finance & Accounting January 2008 - January 2010
Chattanooga Chamber of Commerce 2004 - 2009
Merrill Lynch 2006 - 2008
AT&T 1998 - 2003
Skills
Public Speaking, Telecommunications, Direct Sales, Sales Process, Customer Satisfaction, Customer Service, Customer Experience, Co-location, Internet, Sales Operations, Fiber Optics, Unified Communications, Leadership, Coaching, Process Improvement, Team Building, Training, Sales, Management, Leadership Development, Budgets, Solution Selling, VoIP, Cross-functional Team..., Small Business, New Business Development, Contract Negotiation, Program Management, Hosted Services, Hosted Voice, Internet Services, Business Process..., Redundancy Management, Business Development, Recruiting, Marketing, Entrepreneurship, Sales Management, Account Management, Team Leadership, Fundraising, Cold Calling, Strategy, B2B, Business Planning, Selling, Event Planning, Strategic Partnerships, Social Networking, Marketing Strategy
Education
Springfield College 1989 — 1993
BS, Kinesiology and Exercise Science
St Pauls 1984 — 1989
Ducks Unlimited December 2013 - Present
EPB January 2011 - November 2013
Ducks Unlimited 2007 - November 2013
Robert Half Finance & Accounting January 2008 - January 2010
Chattanooga Chamber of Commerce 2004 - 2009
Merrill Lynch 2006 - 2008
AT&T 1998 - 2003
Skills
Public Speaking, Telecommunications, Direct Sales, Sales Process, Customer Satisfaction, Customer Service, Customer Experience, Co-location, Internet, Sales Operations, Fiber Optics, Unified Communications, Leadership, Coaching, Process Improvement, Team Building, Training, Sales, Management, Leadership Development, Budgets, Solution Selling, VoIP, Cross-functional Team..., Small Business, New Business Development, Contract Negotiation, Program Management, Hosted Services, Hosted Voice, Internet Services, Business Process..., Redundancy Management, Business Development, Recruiting, Marketing, Entrepreneurship, Sales Management, Account Management, Team Leadership, Fundraising, Cold Calling, Strategy, B2B, Business Planning, Selling, Event Planning, Strategic Partnerships, Social Networking, Marketing Strategy
Education
Springfield College 1989 — 1993
BS, Kinesiology and Exercise Science
St Pauls 1984 — 1989
Brian G. Belski's Merrill Lynch Experience August 2005 - January 2009
Job Chief Investment Strategist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Bonnie Karamalegos's Merrill Lynch Experience June 2005 - October 2012
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2012 - Present
Merrill Lynch June 2005 - October 2012
Education
St. Edward's University 2002 — 2005
J.P. Morgan Private Bank October 2012 - Present
Merrill Lynch June 2005 - October 2012
Education
St. Edward's University 2002 — 2005
John Savas's Merrill Lynch Experience
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Wealth Management, Equities, Portfolio Management, Series 7, Securities, Fixed Income, Mutual Funds, Investment Banking, Derivatives, Hedge Funds, Financial Services, Investments, Series 63, Trading Systems, Asset Management, Electronic Trading, FINRA, Alternative Investments, Trading, Investment Advisory, Options
Education
Springfield College 1986 — 1990
BS, Computer Information Systems Management
Ridge High School 1982 — 1986
Merrill Lynch
Skills
Wealth Management, Equities, Portfolio Management, Series 7, Securities, Fixed Income, Mutual Funds, Investment Banking, Derivatives, Hedge Funds, Financial Services, Investments, Series 63, Trading Systems, Asset Management, Electronic Trading, FINRA, Alternative Investments, Trading, Investment Advisory, Options
Education
Springfield College 1986 — 1990
BS, Computer Information Systems Management
Ridge High School 1982 — 1986
Warren Antler's Merrill Lynch Experience January 1982 - January 1984
Job VPCEF Specialist at AST Fund Solutions
Industry Financial Services
Experience
AST Fund Solutions February 2010 - Present
Altman Group February 2003 - February 2010
Corporate Investors Communication January 1997 - January 2003
LaRose- Forte Sports and Entertainment Group. January 1992 - January 1997
Starkives Inc January 1985 - January 1990
LF Rothschild Unterberg Tobin January 1984 - January 1985
Merrill Lynch January 1982 - January 1984
EF Hutton January 1978 - January 1982
Skills
Equities, Hedge Funds, Investor Relations, Customer Service, Corporate Governance, Management, Marketing Strategy, Mutual Funds, Capital Markets, Securities, IPO, Private Equity, Investments, Business Strategy
Education
Springfield College 1973 — 1977
AST Fund Solutions February 2010 - Present
Altman Group February 2003 - February 2010
Corporate Investors Communication January 1997 - January 2003
LaRose- Forte Sports and Entertainment Group. January 1992 - January 1997
Starkives Inc January 1985 - January 1990
LF Rothschild Unterberg Tobin January 1984 - January 1985
Merrill Lynch January 1982 - January 1984
EF Hutton January 1978 - January 1982
Skills
Equities, Hedge Funds, Investor Relations, Customer Service, Corporate Governance, Management, Marketing Strategy, Mutual Funds, Capital Markets, Securities, IPO, Private Equity, Investments, Business Strategy
Education
Springfield College 1973 — 1977
Harry Sinniah's Merrill Lynch Experience June 2008 - April 2011
Job Data Architect Lead at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2012 - Present
Morgan Stanley March 2011 - October 2012
Merrill Lynch June 2008 - April 2011
Goldman Sachs April 2001 - March 2008
Midrange Solutions Inc March 1996 - May 2001
NCR Corporation 1996 - 2000
Datamatics July 1994 - March 1996
Transport Corporation of India July 1992 - July 1994
Skills
Sybase, Data Modeling, Business Analysis, Erwin, Data Warehousing, SDLC, Data Warehouse..., Data Integration, Business Intelligence, ETL, Informatica, Database Design, SQL, Data Governance, Requirements Analysis
Education
Sri Sathya Sai Institute of Higher Learning 1988 — 1990
Master of Business Administration (MBA), Information Technology
St. Josephs College - Trichinapalli 1985 — 1988
B.Sc, Statistics
St. Josephs Boys Higher Secondary School, Coonoor 1975 — 1985
Bachelor of Science (BSc), Statistics
JPMorgan Chase October 2012 - Present
Morgan Stanley March 2011 - October 2012
Merrill Lynch June 2008 - April 2011
Goldman Sachs April 2001 - March 2008
Midrange Solutions Inc March 1996 - May 2001
NCR Corporation 1996 - 2000
Datamatics July 1994 - March 1996
Transport Corporation of India July 1992 - July 1994
Skills
Sybase, Data Modeling, Business Analysis, Erwin, Data Warehousing, SDLC, Data Warehouse..., Data Integration, Business Intelligence, ETL, Informatica, Database Design, SQL, Data Governance, Requirements Analysis
Education
Sri Sathya Sai Institute of Higher Learning 1988 — 1990
Master of Business Administration (MBA), Information Technology
St. Josephs College - Trichinapalli 1985 — 1988
B.Sc, Statistics
St. Josephs Boys Higher Secondary School, Coonoor 1975 — 1985
Bachelor of Science (BSc), Statistics
Jacob Magin's Merrill Lynch Experience May 2005 - August 2005
Job Real Time Power Trader at Dynegy
Industry Oil & Energy
Experience
Dynegy January 2015 - Present
ConocoPhillips January 2014 - August 2014
ConocoPhillips November 2011 - December 2013
Twin Eagle Resource Management/Fulcrum Power July 2010 - November 2011
General Plastics & Composites LP December 2008 - July 2010
IVG Energy June 2007 - November 2008
Merrill Lynch May 2005 - August 2005
Skills
Energy, Sales, Trading, Options, Finance, Analysis, Business Development, Management, Financial Modeling, Commodity, Hedging, Energy Industry, Microsoft Excel, Commodity Markets, Energy Trading, Market Analysis, Forecasting, Customer Service, Strategic Planning, Negotiation, TriplePoint CXL, SAP, Essbase, SAP BW, Personal Financial..., Personal Finance, Retirement Planning, Retirement, Retirement Savings, Real Estate Transactions, Real Estate Marketing
Education
St. Edward's University 2005 — 2007
Bachelor’s Degree, Business Administration, 3.42
Texas Tech University 2003 — 2004
Dynegy January 2015 - Present
ConocoPhillips January 2014 - August 2014
ConocoPhillips November 2011 - December 2013
Twin Eagle Resource Management/Fulcrum Power July 2010 - November 2011
General Plastics & Composites LP December 2008 - July 2010
IVG Energy June 2007 - November 2008
Merrill Lynch May 2005 - August 2005
Skills
Energy, Sales, Trading, Options, Finance, Analysis, Business Development, Management, Financial Modeling, Commodity, Hedging, Energy Industry, Microsoft Excel, Commodity Markets, Energy Trading, Market Analysis, Forecasting, Customer Service, Strategic Planning, Negotiation, TriplePoint CXL, SAP, Essbase, SAP BW, Personal Financial..., Personal Finance, Retirement Planning, Retirement, Retirement Savings, Real Estate Transactions, Real Estate Marketing
Education
St. Edward's University 2005 — 2007
Bachelor’s Degree, Business Administration, 3.42
Texas Tech University 2003 — 2004
Jouko Sipila's Merrill Lynch Experience August 1999 - March 2000
Job President Ice Cold Crime LLC
Industry Publishing
Experience
Ice Cold Crime LLC April 2009 - Present
Barclays Capital May 2003 - August 2008
Deutsche Bank Securities March 2000 - May 2003
Merrill Lynch August 1999 - March 2000
EW Blanch Capital Markets February 1996 - August 1999
Norwest Corporation May 1994 - February 1996
Education
University of Minnesota - Carlson School of Management 1993 — 1994
MBA, Finance
St. Cloud State University 1989 — 1993
B.Sc., Finance, Economics
Ice Cold Crime LLC April 2009 - Present
Barclays Capital May 2003 - August 2008
Deutsche Bank Securities March 2000 - May 2003
Merrill Lynch August 1999 - March 2000
EW Blanch Capital Markets February 1996 - August 1999
Norwest Corporation May 1994 - February 1996
Education
University of Minnesota - Carlson School of Management 1993 — 1994
MBA, Finance
St. Cloud State University 1989 — 1993
B.Sc., Finance, Economics
Sarah Roeder's Merrill Lynch Experience January 1993 - January 1999
Job Secondary Education
Industry Primary/Secondary Education
Experience
Bettendorf Community Schools August 2007 - Present
BETTENDORF COMMUNITY SCHOOLS August 2007 - Present
Scott Community College January 2005 - Present
Scott Community College January 2005 - Present
PLEASANT VALLEY COMMUNITY SCHOOLS August 2006 - August 2007
NORTH SCOTT COMMUNITY SCHOOLS August 2000 - May 2006
Merrill Lynch January 1993 - January 1999
Education
St. Ambrose University 1992 — 2000
BA/MBA/Secondary Education, Business/Finance/Education
SAINT AMBROSE UNIVERSITY
BACHELOR OF ARTS, SECONDARY EDUCATION
UNIVERSITY OF NORTHERN IOWA DRAKE UNIVERSITY
MASTERS; MBA; BACHELOR OF ARTS, BUSINESS ADMINISTRATION; BUSINESS ADMINISTRATION; Finance
Bettendorf High School 1983 — 1987
high school
Bettendorf Community Schools August 2007 - Present
BETTENDORF COMMUNITY SCHOOLS August 2007 - Present
Scott Community College January 2005 - Present
Scott Community College January 2005 - Present
PLEASANT VALLEY COMMUNITY SCHOOLS August 2006 - August 2007
NORTH SCOTT COMMUNITY SCHOOLS August 2000 - May 2006
Merrill Lynch January 1993 - January 1999
Education
St. Ambrose University 1992 — 2000
BA/MBA/Secondary Education, Business/Finance/Education
SAINT AMBROSE UNIVERSITY
BACHELOR OF ARTS, SECONDARY EDUCATION
UNIVERSITY OF NORTHERN IOWA DRAKE UNIVERSITY
MASTERS; MBA; BACHELOR OF ARTS, BUSINESS ADMINISTRATION; BUSINESS ADMINISTRATION; Finance
Bettendorf High School 1983 — 1987
high school
Sharita Jackson's Merrill Lynch Experience September 1999 - September 2001
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
Vanguard April 2010 - September 2012
Vanguard April 2007 - April 2010
Vanguard October 2003 - April 2007
Vanguard January 2001 - October 2003
Merrill Lynch September 1999 - September 2001
Merrill Lynch June 1998 - September 1999
Education
Spelman College 1989 — 1992
Bachelor of Arts (B.A.), Economics
University of Essex 1990 — 1990
Study Abroad
Vanguard September 2012 - Present
Vanguard April 2010 - September 2012
Vanguard April 2007 - April 2010
Vanguard October 2003 - April 2007
Vanguard January 2001 - October 2003
Merrill Lynch September 1999 - September 2001
Merrill Lynch June 1998 - September 1999
Education
Spelman College 1989 — 1992
Bachelor of Arts (B.A.), Economics
University of Essex 1990 — 1990
Study Abroad
Satish Bangera's Merrill Lynch Experience August 2009 - March 2010
Job Consultant at HSBC
Industry Information Technology and Services
Experience
HSBC January 2013 - Present
Citi August 2010 - December 2012
Proviz Inc March 2010 - October 2010
Merrill Lynch August 2009 - March 2010
Wheatley Insurance system November 2008 - July 2009
Edgesys Incorporated October 2007 - July 2009
Almac Clinical technologies April 2008 - August 2008
Scholastic September 2007 - March 2008
KeyBank January 1999 - June 2007
Skills
Data Warehousing, Business Analysis, SDLC, Business Intelligence, Requirements Analysis, Software Project..., Data Modeling, SQL, ETL, Business Objects, Data Integration, Project Management, Microsoft SQL Server, Vendor Management, Oracle
Education
Bombay University
Post Graduate in Computer Science
NYU school of continuing Education
Project Management Institute
PMP
Southern New Hampshire University
Southern New Hampshire University
HSBC January 2013 - Present
Citi August 2010 - December 2012
Proviz Inc March 2010 - October 2010
Merrill Lynch August 2009 - March 2010
Wheatley Insurance system November 2008 - July 2009
Edgesys Incorporated October 2007 - July 2009
Almac Clinical technologies April 2008 - August 2008
Scholastic September 2007 - March 2008
KeyBank January 1999 - June 2007
Skills
Data Warehousing, Business Analysis, SDLC, Business Intelligence, Requirements Analysis, Software Project..., Data Modeling, SQL, ETL, Business Objects, Data Integration, Project Management, Microsoft SQL Server, Vendor Management, Oracle
Education
Bombay University
Post Graduate in Computer Science
NYU school of continuing Education
Project Management Institute
PMP
Southern New Hampshire University
Southern New Hampshire University
Carmela Palumbo's Merrill Lynch Experience December 2008 - May 2009
Job Office Manager, NYL/William O'Connor School
Industry Financial Services
Experience
YAI - NYL/William O'Connor Bay Ridge School July 2012 - Present
National Grid August 2010 - June 2011
BANK OF AMERICA MERRILL LYNCH May 2010 - August 2010
NYC PUBLIC SCHOOLS – M.S. 88 PETER ROUGET, BROOKLYN, NY May 2009 - July 2009
Merrill Lynch December 2008 - May 2009
Merrill Lynch January 2006 - December 2008
Merrill Lynch April 2004 - January 2006
Lehman Brothers March 2003 - March 2004
Merrill Lynch June 1986 - March 2003
Skills
Conferences, Software Documentation, Microsoft Excel, System Administration, Outlook, Leadership, Administrative..., PowerPoint, Human Resources, Banking, Time Management, CRM, PeopleSoft, Finance, Employee Benefits, Strategy, Policy, Onboarding, Project Management, Change Management, Marketing, Payroll, Management, HRIS, Administration, Recruiting, Employee Relations
Education
The Wood School (Secretarial) 1985 — 1986
Secretarial, Cooperative Executive Secretarial Diploma
St. Francis College
Bachelor of Science, Special Studies
YAI - NYL/William O'Connor Bay Ridge School July 2012 - Present
National Grid August 2010 - June 2011
BANK OF AMERICA MERRILL LYNCH May 2010 - August 2010
NYC PUBLIC SCHOOLS – M.S. 88 PETER ROUGET, BROOKLYN, NY May 2009 - July 2009
Merrill Lynch December 2008 - May 2009
Merrill Lynch January 2006 - December 2008
Merrill Lynch April 2004 - January 2006
Lehman Brothers March 2003 - March 2004
Merrill Lynch June 1986 - March 2003
Skills
Conferences, Software Documentation, Microsoft Excel, System Administration, Outlook, Leadership, Administrative..., PowerPoint, Human Resources, Banking, Time Management, CRM, PeopleSoft, Finance, Employee Benefits, Strategy, Policy, Onboarding, Project Management, Change Management, Marketing, Payroll, Management, HRIS, Administration, Recruiting, Employee Relations
Education
The Wood School (Secretarial) 1985 — 1986
Secretarial, Cooperative Executive Secretarial Diploma
St. Francis College
Bachelor of Science, Special Studies
Stephen Devall's Merrill Lynch Experience June 2006 - July 2006
Job Corporate Compliance Officer
Industry Hospital & Health Care
Experience
Acadiana Management Group, LLC July 2015 - Present
MidSouth Bank October 2014 - July 2015
First Bank and Trust January 2013 - October 2014
BNY Mellon August 2011 - January 2013
Express Printing April 2010 - April 2011
Express Printing August 2008 - April 2010
Merrill Lynch June 2006 - July 2006
C&C Technologies June 2005 - August 2005
Abercrombie & Fitch June 2004 - August 2004
Skills
Financial Modeling, Finance, Accounting, Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Valuation, Financial Accounting, Capital Markets, Banking, Risk Management, Analysis, Financial Reporting, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance
Spring Hill College 2003 — 2007
Bachelors, Finance/Economics
Spring Hill College 2003 — 2007
Bachelors, International Business
Acadiana Management Group, LLC July 2015 - Present
MidSouth Bank October 2014 - July 2015
First Bank and Trust January 2013 - October 2014
BNY Mellon August 2011 - January 2013
Express Printing April 2010 - April 2011
Express Printing August 2008 - April 2010
Merrill Lynch June 2006 - July 2006
C&C Technologies June 2005 - August 2005
Abercrombie & Fitch June 2004 - August 2004
Skills
Financial Modeling, Finance, Accounting, Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Valuation, Financial Accounting, Capital Markets, Banking, Risk Management, Analysis, Financial Reporting, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance
Spring Hill College 2003 — 2007
Bachelors, Finance/Economics
Spring Hill College 2003 — 2007
Bachelors, International Business
Bill Prendergast's Merrill Lynch Experience September 1999 - July 2008
Job AIG, Inc
Industry Accounting
Experience
AIG November 2011 - Present
Consulting March 2010 - November 2011
Merrill Lynch September 1999 - July 2008
Bankers Trust 1986 - 1999
Skills
Auditing, SEC filings, Corporate Governance, Banking Law, Enterprise Risk..., SEC Filings, Financial Services, Mergers & Acquisitions, Analysis, Governance, Internal Audit, Strategic Planning, Management, Operational Risk, Financial Risk, Derivatives, Equities, Private Equity, Sarbanes-Oxley, Finance, Sarbanes-Oxley Act, Hedge Funds, Internal Controls, Investments, Risk Management, Due Diligence, Restructuring, Capital Markets, Accounting, Corporate Law, Corporate Finance, Operational Risk..., Financial Modeling
Education
New York University - Leonard N. Stern School of Business
MBA
St. Francis College 1975 — 1977
BS
AIG November 2011 - Present
Consulting March 2010 - November 2011
Merrill Lynch September 1999 - July 2008
Bankers Trust 1986 - 1999
Skills
Auditing, SEC filings, Corporate Governance, Banking Law, Enterprise Risk..., SEC Filings, Financial Services, Mergers & Acquisitions, Analysis, Governance, Internal Audit, Strategic Planning, Management, Operational Risk, Financial Risk, Derivatives, Equities, Private Equity, Sarbanes-Oxley, Finance, Sarbanes-Oxley Act, Hedge Funds, Internal Controls, Investments, Risk Management, Due Diligence, Restructuring, Capital Markets, Accounting, Corporate Law, Corporate Finance, Operational Risk..., Financial Modeling
Education
New York University - Leonard N. Stern School of Business
MBA
St. Francis College 1975 — 1977
BS
Ewelina Bergert's Merrill Lynch Experience 2002 - 2003
Job Management and Marketing Instructor at Black Hawk College
Industry Higher Education
Experience
Black Hawk College August 2012 - Present
Quad City Bank and Trust April 2004 - June 2012
Merrill Lynch 2002 - 2003
Skills
Commercial Banking, Credit, Strategic Planning, Banking, Public Speaking, Small Business Lending, Customer Service, Credit Analysis, Commercial Lending, Financial Analysis, Loans, Educational Technology, Accounting, Educational Leadership, Teaching, Leadership, Management, Mentoring, Polish, Finance, Marketing
Education
St. Ambrose University 2001 — 2004
MBA, MBA
St. Ambrose University 1997 — 2001
BA, Internatioanl Business
Black Hawk College August 2012 - Present
Quad City Bank and Trust April 2004 - June 2012
Merrill Lynch 2002 - 2003
Skills
Commercial Banking, Credit, Strategic Planning, Banking, Public Speaking, Small Business Lending, Customer Service, Credit Analysis, Commercial Lending, Financial Analysis, Loans, Educational Technology, Accounting, Educational Leadership, Teaching, Leadership, Management, Mentoring, Polish, Finance, Marketing
Education
St. Ambrose University 2001 — 2004
MBA, MBA
St. Ambrose University 1997 — 2001
BA, Internatioanl Business
Pat Ciccarone's Merrill Lynch Experience May 1981 - October 2008
Job Consumer Services Professional
Industry Consumer Services
Experience
Merrill Lynch May 1981 - October 2008
Education
St. Ambrose University
BA, Business Management
Merrill Lynch May 1981 - October 2008
Education
St. Ambrose University
BA, Business Management
Walter Rodstrom's Merrill Lynch Experience April 1994 - December 1998
Job Manager at KPMG Advisory
Industry Financial Services
Experience
KPMG Advisory May 2011 - Present
Self Employed April 2009 - April 2011
UBS Investment Bank 2005 - 2008
JPMorgan November 1999 - April 2005
Warburg Dillion Read January 1999 - November 1999
Merrill Lynch April 1994 - December 1998
Westpac April 1991 - April 1994
Citibank December 1989 - April 1991
Prudential Bache Securities October 1983 - December 1989
Skills
Structured Finance, Derivatives, Hedge Funds, Settlement, Middle Office, Equities, FX Options, Credit Derivatives, Business Analysis, Trading, Fixed Income
Education
Spring Hill College 1980 — 1983
KPMG Advisory May 2011 - Present
Self Employed April 2009 - April 2011
UBS Investment Bank 2005 - 2008
JPMorgan November 1999 - April 2005
Warburg Dillion Read January 1999 - November 1999
Merrill Lynch April 1994 - December 1998
Westpac April 1991 - April 1994
Citibank December 1989 - April 1991
Prudential Bache Securities October 1983 - December 1989
Skills
Structured Finance, Derivatives, Hedge Funds, Settlement, Middle Office, Equities, FX Options, Credit Derivatives, Business Analysis, Trading, Fixed Income
Education
Spring Hill College 1980 — 1983
Frank J. Barkocy's Merrill Lynch Experience June 1966 - February 1991
Job Director of Research at Mendon Capital Advisors
Industry Investment Management
Experience
MendonCapital Advisors May 2009 - Present
Mendon Capital Advisors July 2007 - Present
mendon Capital Advisors 2007 - Present
Mendon Capital 2007 - Present
Advest, Inc. 1991 - 1996
Merrill Lynch June 1966 - February 1991
Skills
Hedge Funds, Portfolio Management, Financial Analysis, Equities, Equity Research, Research, Investor Relations, Series 7, Risk Management, Capital Markets, Alternative Investments, Securities, Emerging Markets, Valuation, Asset Management, Bloomberg, Trading, Investments
Education
St. Francis College 1962 — 1966
BBA, Business Management
MendonCapital Advisors May 2009 - Present
Mendon Capital Advisors July 2007 - Present
mendon Capital Advisors 2007 - Present
Mendon Capital 2007 - Present
Advest, Inc. 1991 - 1996
Merrill Lynch June 1966 - February 1991
Skills
Hedge Funds, Portfolio Management, Financial Analysis, Equities, Equity Research, Research, Investor Relations, Series 7, Risk Management, Capital Markets, Alternative Investments, Securities, Emerging Markets, Valuation, Asset Management, Bloomberg, Trading, Investments
Education
St. Francis College 1962 — 1966
BBA, Business Management
Gigi Meyers's Merrill Lynch Experience January 1981 - June 1987
Job Director of Development at Marist School
Industry Nonprofit Organization Management
Experience
Marist School October 2007 - Present
Bateman Eichler February 1989 - January 1990
Drexel Burnham Lambert October 1987 - February 1989
Merrill Lynch January 1981 - June 1987
Merrill Lynch January 1981 - June 1987
Skills
Fund Raiser, Volunteer Management, Fundraising, Non-profit..., Fundraisers, Non-profits, Program Development, Research, Annual Giving, Event Planning, Grant Writing, Educational Leadership, Curriculum Development, Alumni Relations, Public Speaking, Stewardship, Annual Fund, Community Outreach, Higher Education, Teaching, Public Relations, Major Gift Development, Social Networking, Tutoring, Philanthropy, Event Management, Student Development, Grants, Classroom, Nonprofits, Community Development, Capital Campaigns, Board Development, Donor Management, Planned Giving, Curriculum Design, Admissions, Leadership, Raiser's Edge, Prospect Research, Marketing, Strategic Planning, Leadership Development, Newsletters, Editing, Staff Development, Career Counseling, Donor Recognition
Education
Spring Hill College 1977 — 1980
Bachelor of Arts, Sociology
Spring Hill College 1976 — 1980
Marist School October 2007 - Present
Bateman Eichler February 1989 - January 1990
Drexel Burnham Lambert October 1987 - February 1989
Merrill Lynch January 1981 - June 1987
Merrill Lynch January 1981 - June 1987
Skills
Fund Raiser, Volunteer Management, Fundraising, Non-profit..., Fundraisers, Non-profits, Program Development, Research, Annual Giving, Event Planning, Grant Writing, Educational Leadership, Curriculum Development, Alumni Relations, Public Speaking, Stewardship, Annual Fund, Community Outreach, Higher Education, Teaching, Public Relations, Major Gift Development, Social Networking, Tutoring, Philanthropy, Event Management, Student Development, Grants, Classroom, Nonprofits, Community Development, Capital Campaigns, Board Development, Donor Management, Planned Giving, Curriculum Design, Admissions, Leadership, Raiser's Edge, Prospect Research, Marketing, Strategic Planning, Leadership Development, Newsletters, Editing, Staff Development, Career Counseling, Donor Recognition
Education
Spring Hill College 1977 — 1980
Bachelor of Arts, Sociology
Spring Hill College 1976 — 1980
Jennifer McReynolds's Merrill Lynch Experience May 2000 - March 2006
Job Investor Relations Manager
Industry Venture Capital & Private Equity
Experience
Gray Ghost Ventures October 2008 - Present
Merrill Lynch May 2000 - March 2006
Campus Direct Marketing 1998 - 2000
Skills
Venture Capital, Investment Banking, Private Equity, Emerging Markets, Investments, Finance, Investor Relations, Due Diligence, Valuation, Corporate Development, Mergers & Acquisitions, Corporate Finance, Start-ups, Entrepreneurship, Financial Modeling, Strategy, Financial Analysis, Business Strategy, Portfolio Management, Asset Management, Business Planning
Education
Spelman College 1998 — 2001
Bachelor of Arts (BA), Economics
Gray Ghost Ventures October 2008 - Present
Merrill Lynch May 2000 - March 2006
Campus Direct Marketing 1998 - 2000
Skills
Venture Capital, Investment Banking, Private Equity, Emerging Markets, Investments, Finance, Investor Relations, Due Diligence, Valuation, Corporate Development, Mergers & Acquisitions, Corporate Finance, Start-ups, Entrepreneurship, Financial Modeling, Strategy, Financial Analysis, Business Strategy, Portfolio Management, Asset Management, Business Planning
Education
Spelman College 1998 — 2001
Bachelor of Arts (BA), Economics
James P. Mehrman's Merrill Lynch Experience November 2010 - December 2012
Job President, Principal Wealth Management Advisor at Valor Wealth Management Inc.
Industry Financial Services
Experience
Valor Wealth Management Inc. December 2012 - Present
Merrill Lynch November 2010 - December 2012
Minneapolis Financial Group April 2009 - October 2010
United Health Group May 2006 - April 2009
Skills
Financial Modeling, Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Process Improvement, Insurance, Small Business, Fixed Annuities, Credit, Mutual Funds, Wealth Management, Securities, Asset Management, Disability Insurance, Financial Services, Retirement, Risk Management, Portfolio Management, Finance, Series 7, Life Insurance, Estate Planning, Banking, Asset Allocation, Alternative Investments, Long-term Care, Fixed Income, Financial Planning
Education
St. Cloud State University 2003 — 2008
Bachelor of Science (B.S.), Finance, Economics
Valor Wealth Management Inc. December 2012 - Present
Merrill Lynch November 2010 - December 2012
Minneapolis Financial Group April 2009 - October 2010
United Health Group May 2006 - April 2009
Skills
Financial Modeling, Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Process Improvement, Insurance, Small Business, Fixed Annuities, Credit, Mutual Funds, Wealth Management, Securities, Asset Management, Disability Insurance, Financial Services, Retirement, Risk Management, Portfolio Management, Finance, Series 7, Life Insurance, Estate Planning, Banking, Asset Allocation, Alternative Investments, Long-term Care, Fixed Income, Financial Planning
Education
St. Cloud State University 2003 — 2008
Bachelor of Science (B.S.), Finance, Economics
Bethany Koehler's Merrill Lynch Experience September 2013 - Present
Job Client Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch October 2010 - September 2013
United States Air Force March 1980 - January 1988
Skills
Financial Services, Equities, Banking, Salesforce.com, Customer Service, Investments, Management, Leadership, Microsoft Excel, Investment Banking, Hospitality Industry, Bookkeeping, Events Coordination, Coordinating Events, Meeting Scheduling
Education
St Charles Community College 1995 — 1996
Accounting
Merrill Lynch September 2013 - Present
Bank of America Merrill Lynch October 2010 - September 2013
United States Air Force March 1980 - January 1988
Skills
Financial Services, Equities, Banking, Salesforce.com, Customer Service, Investments, Management, Leadership, Microsoft Excel, Investment Banking, Hospitality Industry, Bookkeeping, Events Coordination, Coordinating Events, Meeting Scheduling
Education
St Charles Community College 1995 — 1996
Accounting
Lorie Albert's Merrill Lynch Experience June 1988 - June 2008
Job Experienced Auditor
Industry Accounting
Experience
WellPoint February 2012 - Present
Baker Newman & Noyes September 2009 - July 2011
Martin's Point Health Care February 2009 - July 2009
Merrill Lynch June 1988 - June 2008
Merrill Lynch 2005 - 2006
Skills
Auditing, Microsoft Excel, Outlook, Data Analysis, Non-profits, Employee Benefits, GAAP, Accounting, Financial Reporting, QuickBooks, Budgets
Education
Southern New Hampshire University 2009 — 2010
Graduate Certificate Program, Forensic Accounting and Fraud Examination
University of Southern Maine - School of Business 2004 — 2009
Bachelor of Science, Accounting & Finance with a concentration in Public Accounting
WellPoint February 2012 - Present
Baker Newman & Noyes September 2009 - July 2011
Martin's Point Health Care February 2009 - July 2009
Merrill Lynch June 1988 - June 2008
Merrill Lynch 2005 - 2006
Skills
Auditing, Microsoft Excel, Outlook, Data Analysis, Non-profits, Employee Benefits, GAAP, Accounting, Financial Reporting, QuickBooks, Budgets
Education
Southern New Hampshire University 2009 — 2010
Graduate Certificate Program, Forensic Accounting and Fraud Examination
University of Southern Maine - School of Business 2004 — 2009
Bachelor of Science, Accounting & Finance with a concentration in Public Accounting
Rebecca Lackey's Merrill Lynch Experience June 2008 - June 2009
Job none
Industry Financial Services
Experience
Merrill Lynch June 2008 - June 2009
Fidelity Investments March 2005 - June 2008
Education
Southern New Hampshire University
B.S., Accounting
Merrill Lynch June 2008 - June 2009
Fidelity Investments March 2005 - June 2008
Education
Southern New Hampshire University
B.S., Accounting
Siva Ranganeni's Merrill Lynch Experience May 1998 - April 1999
Job Software Developer
Industry Information Technology and Services
Experience
FUJIFILM Medical Systems U.S.A., Inc. October 2005 - Present
Konica Minolta Business Solutions U.S.A., Inc. February 2002 - October 2005
Pitney Bowes June 1999 - July 2001
Merrill Lynch May 1998 - April 1999
Skills
Requirements Analysis, SDLC, SQL, Agile Methodologies, Integration, XML, JavaScript, Software Project..., Java
Education
University of Mysore 1990 — 1992
Master's Degree, Computer Engineering, First Class with Distinction
Sri Venkateswara University 1981 — 1986
Bachelor's Degree, Electronics and Communications Engineering, First Class
FUJIFILM Medical Systems U.S.A., Inc. October 2005 - Present
Konica Minolta Business Solutions U.S.A., Inc. February 2002 - October 2005
Pitney Bowes June 1999 - July 2001
Merrill Lynch May 1998 - April 1999
Skills
Requirements Analysis, SDLC, SQL, Agile Methodologies, Integration, XML, JavaScript, Software Project..., Java
Education
University of Mysore 1990 — 1992
Master's Degree, Computer Engineering, First Class with Distinction
Sri Venkateswara University 1981 — 1986
Bachelor's Degree, Electronics and Communications Engineering, First Class
Nicole Domnarski CRPC®'s Merrill Lynch Experience 1998 - 2008
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc November 2008 - Present
Merrill Lynch 1998 - 2008
Education
American College
CFP
College for Financial Planning
Finance, CRPC, CFP
Springfield Technical Community College
Computer Science/Finance
UBS Financial Services Inc November 2008 - Present
Merrill Lynch 1998 - 2008
Education
American College
CFP
College for Financial Planning
Finance, CRPC, CFP
Springfield Technical Community College
Computer Science/Finance
Rada Halaseh's Merrill Lynch Experience July 2007 - Present
Job M.S. In Strategic Finance & Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
BellSouth 2005 - 2007
Skills
Strategic Financial..., Small Business, Portfolio Management, Microsoft Office, Bonds, Investments, Series 7, Equities, Retirement, Finance, Leadership, Financial Advisory, Management, Financial Analysis, Wealth, Strategic Planning, Corporate Finance, Retirement Planning, Microsoft Excel, Investment Strategies, Asset Management, Investment Management, Financial Markets, Valuation, Analysis, Business Planning, Financial Reporting, Business Analysis, Wealth Management..., 401k Rollovers, Market Research, Financial Services, Alternative Investments, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, 401k, Banking, Research, Series 63, Securities
Education
Indiana University-Southeast 2010 — 2013
M.S, Strategic Finance
Spalding University 2001 — 2005
B.S, Business Administration
Merrill Lynch July 2007 - Present
BellSouth 2005 - 2007
Skills
Strategic Financial..., Small Business, Portfolio Management, Microsoft Office, Bonds, Investments, Series 7, Equities, Retirement, Finance, Leadership, Financial Advisory, Management, Financial Analysis, Wealth, Strategic Planning, Corporate Finance, Retirement Planning, Microsoft Excel, Investment Strategies, Asset Management, Investment Management, Financial Markets, Valuation, Analysis, Business Planning, Financial Reporting, Business Analysis, Wealth Management..., 401k Rollovers, Market Research, Financial Services, Alternative Investments, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, 401k, Banking, Research, Series 63, Securities
Education
Indiana University-Southeast 2010 — 2013
M.S, Strategic Finance
Spalding University 2001 — 2005
B.S, Business Administration
Steve Figliozzi's Merrill Lynch Experience January 1986 - January 1989
Job Private Wealth Advisor at Astorino Financial Group/ LPL Financial
Industry Financial Services
Experience
Astorino Financial Group/ LPL Financial February 2013 - Present
Affinity Investment Advisors January 2011 - February 2013
Morgan Stanley Investment Managment June 2003 - January 2011
MSIM Managed Accounts January 2002 - June 2003
GWM Investment Advisory Services January 1996 - January 2002
Investment Consulting Services January 1993 - January 1996
Merrill Lynch Business Financial Services January 1989 - January 1993
Merrill Lynch January 1986 - January 1989
SHEARSON LEHMAN BROTHERS January 1983 - January 1985
Merrill Lynch January 1981 - January 1983
Skills
Retirement Planning, Product Management, Marketing Strategy, Financial Advisory, Series 63, Management, Alternative Investments, Hedge Funds, Sales, Series 24, Marketing, Mutual Funds, Series 7, Investment Management, Wealth Management, Investments, Asset Allocation, Investment Advisory, FINRA, Securities, Strategic Financial..., Finance, Insurance, Estate Planning, Equities, Investment Strategies, Fixed Income, ETFs
Education
St. Francis College
BA, Cum Laude, Political Science
Astorino Financial Group/ LPL Financial February 2013 - Present
Affinity Investment Advisors January 2011 - February 2013
Morgan Stanley Investment Managment June 2003 - January 2011
MSIM Managed Accounts January 2002 - June 2003
GWM Investment Advisory Services January 1996 - January 2002
Investment Consulting Services January 1993 - January 1996
Merrill Lynch Business Financial Services January 1989 - January 1993
Merrill Lynch January 1986 - January 1989
SHEARSON LEHMAN BROTHERS January 1983 - January 1985
Merrill Lynch January 1981 - January 1983
Skills
Retirement Planning, Product Management, Marketing Strategy, Financial Advisory, Series 63, Management, Alternative Investments, Hedge Funds, Sales, Series 24, Marketing, Mutual Funds, Series 7, Investment Management, Wealth Management, Investments, Asset Allocation, Investment Advisory, FINRA, Securities, Strategic Financial..., Finance, Insurance, Estate Planning, Equities, Investment Strategies, Fixed Income, ETFs
Education
St. Francis College
BA, Cum Laude, Political Science
Chris Letendre's Merrill Lynch Experience August 2002 - August 2003
Job Retirement Planner
Industry Financial Services
Experience
Cape Retirement Wealth Advisors January 2013 - Present
The Money Mavericks January 2006 - Present
Merrill Lynch August 2002 - August 2003
Fidelity Investments May 1993 - July 2002
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Fixed Annuities, Retirement, Asset Management, Estate Planning, Insurance, Portfolio Management, Investment Advisory, Mutual Funds, Financial Services, Pensions, Securities, Financial Analysis, Life Insurance, 401k, Long-term Care, Financial Advisory, Social Security Advisor
Education
Southern New Hampshire University 1986 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Cape Retirement Wealth Advisors January 2013 - Present
The Money Mavericks January 2006 - Present
Merrill Lynch August 2002 - August 2003
Fidelity Investments May 1993 - July 2002
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Fixed Annuities, Retirement, Asset Management, Estate Planning, Insurance, Portfolio Management, Investment Advisory, Mutual Funds, Financial Services, Pensions, Securities, Financial Analysis, Life Insurance, 401k, Long-term Care, Financial Advisory, Social Security Advisor
Education
Southern New Hampshire University 1986 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Deidra Wesloh's Merrill Lynch Experience January 2004 - October 2007
Job Senior Merchant at Best Buy Corporate Office
Industry Retail
Experience
Best Buy Corporate Office October 2007 - Present
Merrill Lynch January 2004 - October 2007
Skills
Forecasting, Retail, Inventory Management, Competitive Analysis, Cross-functional Team..., Merchandising, Profit, Store Management, Visual Merchandising, Income Statement, Pricing, Multi-channel Retail, Sales Operations, P&L Management, Customer Experience, Consumer Electronics, P&L
Education
St. Cloud State University 1991 — 1995
Bachelor of Science, Finance/French
Best Buy Corporate Office October 2007 - Present
Merrill Lynch January 2004 - October 2007
Skills
Forecasting, Retail, Inventory Management, Competitive Analysis, Cross-functional Team..., Merchandising, Profit, Store Management, Visual Merchandising, Income Statement, Pricing, Multi-channel Retail, Sales Operations, P&L Management, Customer Experience, Consumer Electronics, P&L
Education
St. Cloud State University 1991 — 1995
Bachelor of Science, Finance/French
BRIAN J. CAMPBELL's Merrill Lynch Experience September 1983 - Present
Job
Industry Financial Services
Experience
Merrill Lynch September 1983 - Present
Skills
Leadership, Management, Military, Team Leadership, Microsoft Office, Customer Service, Strategic Planning
Education
The Basic School 1978 — 1979
United States Marine Corps
St. Francis College 1972 — 1976
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Merrill Lynch September 1983 - Present
Skills
Leadership, Management, Military, Team Leadership, Microsoft Office, Customer Service, Strategic Planning
Education
The Basic School 1978 — 1979
United States Marine Corps
St. Francis College 1972 — 1976
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Sean Bessette's Merrill Lynch Experience June 2006 - February 2010
Job Risk Manager at Citizens Bank
Industry Banking
Experience
RBS Citizens July 2014 - Present
Best Buy December 2013 - August 2014
Citizens Bank May 2012 - July 2014
Best Buy August 2013 - December 2013
Bank of America February 2010 - May 2012
Merrill Lynch June 2006 - February 2010
Bank of America February 2003 - June 2006
Skills
Credit Risk, Commercial Banking, Banking, Risk Management, Credit, Retail Banking, Financial Risk, Consumer Lending, Operational Risk, Operational Risk..., Commercial Lending, Portfolio Management, AML, Private Banking, Credit Cards, Mortgage Lending, Market Risk, Financial Services, Relationship Management, Information Security..., Troubleshooting, Technology Risk
Education
Southern New Hampshire University 2014 — 2017
Bachelor's degree, Information Technology
University of Phoenix 2008 — 2010
Associate's degree, Elementary Education and Teaching
William M Davies Career and Technical High School 1996 — 2000
High School Diploma, Electronics Technology
RBS Citizens July 2014 - Present
Best Buy December 2013 - August 2014
Citizens Bank May 2012 - July 2014
Best Buy August 2013 - December 2013
Bank of America February 2010 - May 2012
Merrill Lynch June 2006 - February 2010
Bank of America February 2003 - June 2006
Skills
Credit Risk, Commercial Banking, Banking, Risk Management, Credit, Retail Banking, Financial Risk, Consumer Lending, Operational Risk, Operational Risk..., Commercial Lending, Portfolio Management, AML, Private Banking, Credit Cards, Mortgage Lending, Market Risk, Financial Services, Relationship Management, Information Security..., Troubleshooting, Technology Risk
Education
Southern New Hampshire University 2014 — 2017
Bachelor's degree, Information Technology
University of Phoenix 2008 — 2010
Associate's degree, Elementary Education and Teaching
William M Davies Career and Technical High School 1996 — 2000
High School Diploma, Electronics Technology
Ashley Burton's Merrill Lynch Experience June 2009 - June 2010
Job Wholesale Account Planner at Ralph Lauren
Industry Apparel & Fashion
Experience
Ralph Lauren December 2014 - Present
Ralph Lauren August 2012 - December 2014
Elie Tahari October 2010 - August 2012
Merrill Lynch June 2009 - June 2010
Education
Spelman College 2005 — 2009
Bachelor of Arts, Economics
Ralph Lauren December 2014 - Present
Ralph Lauren August 2012 - December 2014
Elie Tahari October 2010 - August 2012
Merrill Lynch June 2009 - June 2010
Education
Spelman College 2005 — 2009
Bachelor of Arts, Economics
Thomas Aleksiewicz's Merrill Lynch Experience January 2014 - Present
Job Operations Derivatives Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch January 2014 - Present
Newedge April 2012 - January 2014
NewEdge February 2008 - March 2012
Fimat USA LLC September 2007 - February 2008
Skills
Options, Futures, Data Reconciliation, Analytics, Critical Thinking, Account Reconciliation, Derivatives, Prime Brokerage, Trading Systems
Education
St. Ambrose University 2004 — 2007
BA, Finance, Economics
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch January 2014 - Present
Newedge April 2012 - January 2014
NewEdge February 2008 - March 2012
Fimat USA LLC September 2007 - February 2008
Skills
Options, Futures, Data Reconciliation, Analytics, Critical Thinking, Account Reconciliation, Derivatives, Prime Brokerage, Trading Systems
Education
St. Ambrose University 2004 — 2007
BA, Finance, Economics
Julia Saunders's Merrill Lynch Experience August 1999 - May 2004
Job Senior Vice President at Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets September 2008 - Present
Lehman Brothers 2004 - 2008
Merrill Lynch August 1999 - May 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Hedge Funds, Asset Management, Portfolio Management, Securities, Fixed Income
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Entrepreneurship
Spelman College 1989 — 1994
BA, Mathematics
Loop Capital Markets September 2008 - Present
Lehman Brothers 2004 - 2008
Merrill Lynch August 1999 - May 2004
Skills
Equities, Electronic Trading, Trading, Equity Trading, Trading Systems, Hedge Funds, Asset Management, Portfolio Management, Securities, Fixed Income
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Entrepreneurship
Spelman College 1989 — 1994
BA, Mathematics
Tim Score, CFP®, MBA's Merrill Lynch Experience December 1994 - Present
Job Vice President, Certified Financial Planner, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1994 - Present
Skills
Mutual Funds, Estate Planning, Retirement, Alternative Investments, Retirement Planning, Tax, Investments, Investment Strategies, Series 7, CPA, Financial Modeling, Wealth Management, Financial Analysis, Strategic Financial..., Equities, Asset Managment, Asset Allocation, Financial Advisory, Bloomberg, Small Business, Valuation, Series 65, Financial Risk, Portfolio Management, Fixed Income, Insurance, Risk Management, Investment Advisory, Asset Management, Investment Banking, Series 63, Finance, Hedge Funds, Financial Planners
Education
Southern Oregon University 1993 — 1995
MBA
Southern Oregon University 1991 — 1993
BS, Accounting
Merrill Lynch December 1994 - Present
Skills
Mutual Funds, Estate Planning, Retirement, Alternative Investments, Retirement Planning, Tax, Investments, Investment Strategies, Series 7, CPA, Financial Modeling, Wealth Management, Financial Analysis, Strategic Financial..., Equities, Asset Managment, Asset Allocation, Financial Advisory, Bloomberg, Small Business, Valuation, Series 65, Financial Risk, Portfolio Management, Fixed Income, Insurance, Risk Management, Investment Advisory, Asset Management, Investment Banking, Series 63, Finance, Hedge Funds, Financial Planners
Education
Southern Oregon University 1993 — 1995
MBA
Southern Oregon University 1991 — 1993
BS, Accounting
Nick Gaffey's Merrill Lynch Experience January 2005 - May 2005
Job Sport growth specialist at USA Water Polo
Industry Sports
Experience
Elite Sport Services LLC April 2015 - Present
USA Water Polo 2011 - May 2015
Bank of New York Mellon May 2006 - January 2012
Merrill Lynch January 2005 - May 2005
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Customer Service, Event Planning, Financial Reporting, Valuation, PowerPoint, Microsoft Word, Asset Management, Budgets, Management, Nonprofits, Accounting, QuickBooks, Finance, Leadership, Sports Management, Fund Accounting, Asset Managment, Hedge Funds, Non-profit..., Events Coordination, Sports, Sports Coaching, Sports Marketing, Non-profit Leadership, Growth Strategies
Education
St. Francis College 2001 — 2005
BS, Management
Lake Brantley High School 1997 — 2001
Elite Sport Services LLC April 2015 - Present
USA Water Polo 2011 - May 2015
Bank of New York Mellon May 2006 - January 2012
Merrill Lynch January 2005 - May 2005
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Customer Service, Event Planning, Financial Reporting, Valuation, PowerPoint, Microsoft Word, Asset Management, Budgets, Management, Nonprofits, Accounting, QuickBooks, Finance, Leadership, Sports Management, Fund Accounting, Asset Managment, Hedge Funds, Non-profit..., Events Coordination, Sports, Sports Coaching, Sports Marketing, Non-profit Leadership, Growth Strategies
Education
St. Francis College 2001 — 2005
BS, Management
Lake Brantley High School 1997 — 2001
Trisha McGivern's Merrill Lynch Experience March 1986 - October 1989
Job New Business Relationship Manager AssetMark Trust
Industry Financial Services
Experience
AssetMark Trust May 2011 - Present
Charles Schwab Advisor Services November 1999 - March 2011
Charles Schwab Institutional October 1995 - November 1999
Merril Lynch March 1990 - October 1995
Merrill lynch March 1986 - October 1989
Skills
Financial Services, Business Development, Investments, Management, Relationship Management, Sales, Sales Operations
Education
St. Catherine University 2005 — 2012
pending, Communications/Writing Intensive
St Marys Jr College 1978 — 1980
AA, Special Education
AssetMark Trust May 2011 - Present
Charles Schwab Advisor Services November 1999 - March 2011
Charles Schwab Institutional October 1995 - November 1999
Merril Lynch March 1990 - October 1995
Merrill lynch March 1986 - October 1989
Skills
Financial Services, Business Development, Investments, Management, Relationship Management, Sales, Sales Operations
Education
St. Catherine University 2005 — 2012
pending, Communications/Writing Intensive
St Marys Jr College 1978 — 1980
AA, Special Education
Feliz Hebert's Merrill Lynch Experience January 1987 - September 2001
Job Sr Undewriting Consultant at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica Financial Life Insurance Company April 2010 - Present
The Phoenix Companies 2008 - 2010
MetLife September 2005 - 2008
Lincoln Financial Group June 2004 - September 2005
Merrill Lynch January 1987 - September 2001
MassMutual Financial Group September 1984 - December 1986
Skills
Insurance, Reinsurance, Life Insurance, Disability Insurance, Risk Management, Health Insurance, Property & Casualty..., General Insurance, Fixed Annuities, Financial Risk, Term Life Insurance, Brokers, Actuarial Science, Employee Benefits
Education
Western New England College 1981 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Springfield Technical Community College 1979 — 1981
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Classical High School Springfield Massachusetts 1971 — 1974
High School
Transamerica Financial Life Insurance Company April 2010 - Present
The Phoenix Companies 2008 - 2010
MetLife September 2005 - 2008
Lincoln Financial Group June 2004 - September 2005
Merrill Lynch January 1987 - September 2001
MassMutual Financial Group September 1984 - December 1986
Skills
Insurance, Reinsurance, Life Insurance, Disability Insurance, Risk Management, Health Insurance, Property & Casualty..., General Insurance, Fixed Annuities, Financial Risk, Term Life Insurance, Brokers, Actuarial Science, Employee Benefits
Education
Western New England College 1981 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Springfield Technical Community College 1979 — 1981
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Classical High School Springfield Massachusetts 1971 — 1974
High School
H. Terrence Wilson's Merrill Lynch Experience November 1996 - January 2001
Job Application Support at State Street
Industry Financial Services
Experience
State Street Corporation January 2001 - Present
Merrill Lynch November 1996 - January 2001
Fund Resources September 1994 - November 1996
PNC Bank October 1993 - September 1994
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Banking, Investments, Business Analysis, Change Management, Accounting, SQL, Account Reconciliation, Auditing, Equities, Financial Services, Securities
Education
Spring Garden College
BS, Accounting; Management
Wissahickon High School 1982 — 1985
State Street Corporation January 2001 - Present
Merrill Lynch November 1996 - January 2001
Fund Resources September 1994 - November 1996
PNC Bank October 1993 - September 1994
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Banking, Investments, Business Analysis, Change Management, Accounting, SQL, Account Reconciliation, Auditing, Equities, Financial Services, Securities
Education
Spring Garden College
BS, Accounting; Management
Wissahickon High School 1982 — 1985
Yulia V. Young's Merrill Lynch Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch, Morgan Stanley, Prime Wealth Strategies (WFG) 2013 - Present
Charles Schwab July 2012 - February 2013
Merrill Lynch 2013 - 2013
Morgan Stanley Wealth Management 2013 - 2013
VALIC January 2012 - July 2012
Fidelity Investments September 2000 - February 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Asset Allocation, Uniform Combined State..., Strategic Financial..., Wealth Management, Fixed Annuities, Investment Advisory, Asset Management, Equities, Project Management, Risk Management, Series 65, Securities, Alternative Investments, Series 6, Series 24, Financial Advisory, FINRA, Strategy, Investment Strategies, Financial Services, Financial Planning
Education
St. Edward's University 1995 — 1997
BBA, Business Management, Marketing, Linguistics
The University of Texas at Austin 1993 — 1995
Business Administration and Management, General
Merrill Lynch, Morgan Stanley, Prime Wealth Strategies (WFG) 2013 - Present
Charles Schwab July 2012 - February 2013
Merrill Lynch 2013 - 2013
Morgan Stanley Wealth Management 2013 - 2013
VALIC January 2012 - July 2012
Fidelity Investments September 2000 - February 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Asset Allocation, Uniform Combined State..., Strategic Financial..., Wealth Management, Fixed Annuities, Investment Advisory, Asset Management, Equities, Project Management, Risk Management, Series 65, Securities, Alternative Investments, Series 6, Series 24, Financial Advisory, FINRA, Strategy, Investment Strategies, Financial Services, Financial Planning
Education
St. Edward's University 1995 — 1997
BBA, Business Management, Marketing, Linguistics
The University of Texas at Austin 1993 — 1995
Business Administration and Management, General
Katelin Nelson's Merrill Lynch Experience July 2015 - Present
Job Accounting Assistant at Northwest Respiratory Services
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Northwest Respiratory Services July 2013 - July 2015
St. Catherine University October 2010 - May 2013
Merrill Lynch June 2012 - September 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Outlook
Education
College of St. Catherine 2009 — 2013
Bachelor of Science (B.S.), Accounting, Financial Economics
Merrill Lynch July 2015 - Present
Northwest Respiratory Services July 2013 - July 2015
St. Catherine University October 2010 - May 2013
Merrill Lynch June 2012 - September 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Outlook
Education
College of St. Catherine 2009 — 2013
Bachelor of Science (B.S.), Accounting, Financial Economics
Pamela Knight's Merrill Lynch Experience August 2007 - December 2010
Job Assistant Vice President Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2014 - Present
JP Morgan December 2010 - June 2014
Merrill Lynch August 2007 - December 2010
Skills
Series 7, Series 63, Wealth Management, Investments, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Fixed Income, Asset Allocation, Securities, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Retirement, Investment Strategies, Financial Modeling, Financial Analysis, Financial Advisory, Banking, Hedge Funds, Capital Markets, Public Speaking, Investment Management, Risk Management, Finance, Valuation, Financial Services, Relationship Management, 401k
Education
Spelman College
Bachelor of Arts (B.A.), Spanish Language and Literature and Political Science
University of Missouri-Saint Louis
Master of Public Administration (MPA), American Government and Politics (United States)
Legg Mason July 2014 - Present
JP Morgan December 2010 - June 2014
Merrill Lynch August 2007 - December 2010
Skills
Series 7, Series 63, Wealth Management, Investments, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Fixed Income, Asset Allocation, Securities, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Retirement, Investment Strategies, Financial Modeling, Financial Analysis, Financial Advisory, Banking, Hedge Funds, Capital Markets, Public Speaking, Investment Management, Risk Management, Finance, Valuation, Financial Services, Relationship Management, 401k
Education
Spelman College
Bachelor of Arts (B.A.), Spanish Language and Literature and Political Science
University of Missouri-Saint Louis
Master of Public Administration (MPA), American Government and Politics (United States)
Art Rezendes's Merrill Lynch Experience January 1999 - May 2001
Job Vice President at BlackRock
Industry Investment Management
Experience
Lord Abbett & Co. LLC April 2012 - Present
BlackRock June 2004 - April 2012
State Street January 2001 - May 2004
Merrill Lynch January 1999 - May 2001
Education
Southern New Hampshire University 1991 — 1995
BS, Accounting
Lord Abbett & Co. LLC April 2012 - Present
BlackRock June 2004 - April 2012
State Street January 2001 - May 2004
Merrill Lynch January 1999 - May 2001
Education
Southern New Hampshire University 1991 — 1995
BS, Accounting
Sheri Delluva's Merrill Lynch Experience 2003 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2003 - 2007
Skills
Investments, Equities, Series 7
Education
Southern New Hampshire University
MBA
Merrill Lynch 2003 - 2007
Skills
Investments, Equities, Series 7
Education
Southern New Hampshire University
MBA
Cassandra Bernard-Lee's Merrill Lynch Experience August 1998 - Present
Job Senior Legal Assistant at Bank of America
Industry Banking
Experience
Bank of America August 1998 - Present
Merrill Lynch August 1998 - Present
Skills
AML, Westlaw, Management
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Smoky Hill High School 1988 — 1989
South Lafourche High School
South Lafourche High School
South Lafourche High School
South Lafourche High School
Bank of America August 1998 - Present
Merrill Lynch August 1998 - Present
Skills
AML, Westlaw, Management
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Smoky Hill High School 1988 — 1989
South Lafourche High School
South Lafourche High School
South Lafourche High School
South Lafourche High School
Tom Hunt's Merrill Lynch Experience June 1985 - September 2003
Job Operations & Sales Expert.
Industry Hospitality
Experience
NYIN June 2014 - August 2015
Raymour & Flanigan Furniture January 2007 - February 2013
The Bombay Company April 2003 - November 2006
Merrill Lynch June 1985 - September 2003
Skills
Payroll, Operations Management, Customer Service, Account Reconciliation, Team Management, Team Building, Team Leadership, Budgets, New Business Development, Business Analysis, Business Process..., Recruiting, Management, Sales Operations, Human Resources, Time Management, Training, Sales, Call Centers, Strategy, Inventory Management, Forecasting, Retail, Leadership, Customer Retention, Profit, Customer Satisfaction, Hiring
Education
St. Francis College
Bachelor of Applied Science (BASc), Criminal Justice and Corrections
St. Francis College
Bachelor's degree, Criminology
NYIN June 2014 - August 2015
Raymour & Flanigan Furniture January 2007 - February 2013
The Bombay Company April 2003 - November 2006
Merrill Lynch June 1985 - September 2003
Skills
Payroll, Operations Management, Customer Service, Account Reconciliation, Team Management, Team Building, Team Leadership, Budgets, New Business Development, Business Analysis, Business Process..., Recruiting, Management, Sales Operations, Human Resources, Time Management, Training, Sales, Call Centers, Strategy, Inventory Management, Forecasting, Retail, Leadership, Customer Retention, Profit, Customer Satisfaction, Hiring
Education
St. Francis College
Bachelor of Applied Science (BASc), Criminal Justice and Corrections
St. Francis College
Bachelor's degree, Criminology
Areli Perez Rivera's Merrill Lynch Experience June 2014 - June 2014
Job Accounting Administrative Intern at The Pennybacker Company
Industry Higher Education
Experience
The Pennybacker Company May 2015 - Present
St. Edward's University August 2013 - May 2015
Merrill Lynch June 2014 - June 2014
Invent Now June 2012 - June 2012
Nadine Johnson Elementary September 2011 - April 2012
Skills
Leadership, Higher Education, Research, PowerPoint, Event Planning, Public Speaking, Data Analysis, Microsoft Office, Microsoft Excel, Nonprofits, Time Management, Microsoft Word, Management
Education
St. Edward's University 2013 — 2017
Bachelor of Business Administration, Finance
The Pennybacker Company May 2015 - Present
St. Edward's University August 2013 - May 2015
Merrill Lynch June 2014 - June 2014
Invent Now June 2012 - June 2012
Nadine Johnson Elementary September 2011 - April 2012
Skills
Leadership, Higher Education, Research, PowerPoint, Event Planning, Public Speaking, Data Analysis, Microsoft Office, Microsoft Excel, Nonprofits, Time Management, Microsoft Word, Management
Education
St. Edward's University 2013 — 2017
Bachelor of Business Administration, Finance
Christine (Santilli) Rosen's Merrill Lynch Experience April 1986 - June 1996
Job Owner/Artist at Pinot Renoir Painting Party, L.L.C. dba Pinot Painting
Industry Information Technology and Services
Experience
Volt Workforce Solutions April 2013 - Present
Pinot Renoir Painting Party, L.L.C. dba Pinot Painting April 2013 - Present
Premier Custom Websites (previously Christie Lee Web Designs) January 2008 - Present
Little Red Schoolhouse November 2009 - May 2011
Deere & Co. August 1996 - November 2009
Merrill Lynch April 1986 - June 1996
Skills
•Background in finance..., •Formal Software..., •Sarbanes-Oxley..., •Process improvement,..., application..., Excellent..., Client Server: SQL,..., Mainframe: MVS/OS390...
Education
St. Ambrose University 1999 — 2002
Bachelor of Business Administration, Business Administration and Computer Information Systems
St. Ambrose University
Bachelor of Business Administration (BBA), Business and computer programming
Volt Workforce Solutions April 2013 - Present
Pinot Renoir Painting Party, L.L.C. dba Pinot Painting April 2013 - Present
Premier Custom Websites (previously Christie Lee Web Designs) January 2008 - Present
Little Red Schoolhouse November 2009 - May 2011
Deere & Co. August 1996 - November 2009
Merrill Lynch April 1986 - June 1996
Skills
•Background in finance..., •Formal Software..., •Sarbanes-Oxley..., •Process improvement,..., application..., Excellent..., Client Server: SQL,..., Mainframe: MVS/OS390...
Education
St. Ambrose University 1999 — 2002
Bachelor of Business Administration, Business Administration and Computer Information Systems
St. Ambrose University
Bachelor of Business Administration (BBA), Business and computer programming
Natalie Maas's Merrill Lynch Experience June 2009 - Present
Job
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
Education
St. Ambrose University 2005 — 2008
Bachelor's degree, Finance and Economics
Merrill Lynch June 2009 - Present
Education
St. Ambrose University 2005 — 2008
Bachelor's degree, Finance and Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank