Merrill Lynch

Industry: Banking company

Description

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

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

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

Merrill Lynch Employees

Employee
Years
Job
Industry
Caroline Knapp Caroline Knapp Houston, Texas Details
Caroline Knapp's Merrill Lynch Experience August 2004 - May 2006
Job Founder, HOUSE of HARPER
Industry Apparel & Fashion
Experience
HOUSE of HARPER   April 2011 - Present
Gilt Groupe  May 2011 - December 2013
Gilt Groupe  June 2010 - May 2011
Neiman Marcus  June 2006 - May 2010
Merrill Lynch   August 2004 - May 2006
Julie Haus   June 2005 - July 2005

Skills
Trend Analysis, Fashion, Merchandising, Trend, Apparel, Retail, Luxury Goods, E-commerce, Fashion Buying, Trend Forecasting, Inventory Management, Inventory Control, Textiles, Sales, Sportswear, Sourcing, Merchandise Planning, Retail Buying, Assortment, Blogging, Wholesale

Education
Texas A&M University   2002 — 2006
Bachelor of Business Administration, Marketing, International Business

Jackie Manley Jackie Manley Houston, Texas Details
Jackie Manley's Merrill Lynch Experience June 2015 - August 2015
Job Student at Texas A&M University
Industry
Experience
Merrill Lynch   June 2015 - August 2015
EJF Capital LLC  July 2014 - August 2014
Armadillo Financial Partners   June 2014 - June 2014
Johnson Law Group  June 2013 - July 2013

Skills
Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Research

Education
Texas A&M University   2013 — 2017
Master's Degree, Finance, General, Sophomore

Duchesne Academy   2002 — 2013
High School

Andrew Frew Andrew Frew Houston, Texas Area Details
Andrew Frew's Merrill Lynch Experience May 1998 - August 1998
Job BUSINESS VALUATION & LITIGATION SUPPORT at Ferguson Camp Poll, P.C.
Industry Financial Services
Experience
Ferguson Camp Poll, P.C.   July 2014 - Present
Stout Risius Ross, Inc. *   September 2012 - June 2014
HFBE Inc.  June 2000 - September 2012
Merrill Lynch   May 1998 - August 1998

Skills
Business Valuation, Valuation, Finance, Mergers & Acquisitions, Financial Reporting, Due Diligence, Accounting, Financial Analysis, Purchase Price..., Financial Modeling, Investment Banking, ESOP, Strategic Planning, Management Consulting, Corporate Finance, Real Estate, Analysis, Private Equity, Litigation Support, Forensic Accounting, Business Strategy, Tax, Financial Advisory, Business Development, DCF, Divestitures, Fairness Opinions, Equity Valuation, Healthcare, Appraisals, Strategic Financial..., Oil & Gas Industry, Biotechnology, Negotiation

Education
Texas A&M University - Mays Business School   1996 — 2000
BBA, Finance

Strake Jesuit College Preparatory   1992 — 1996

Mandi Smith Mandi Smith Dallas, Texas Details
Mandi Smith's Merrill Lynch Experience June 2011 - August 2011
Job Realtor at Nathan Grace Real Estate
Industry Real Estate
Experience
Nathan Grace Real Estate  June 2014 - Present
NAI Robert Lynn  October 2013 - June 2014
Nationstar Mortgage  May 2013 - September 2013
Nationstar Mortgage  June 2012 - May 2013
Merrill Lynch   June 2011 - August 2011

Skills
Real Estate, Foreclosures, Microsoft Excel, Financial Statement..., Financial Analysis, Finance, Training, Management, Project Management, FHA, Investors

Education
Texas A&M University   2008 — 2012
BBA, Finance, General

James Griffis James Griffis Midland, Texas Details
James Griffis's Merrill Lynch Experience January 2001 - August 2003
Job President at Advantage Pipeline, LLC
Industry Oil & Energy
Experience
Advantage Pipeline, LLC   April 2012 - Present
J.B. Griffis Holdings, LLC   June 2011 - Present
Five States Energy Capital   September 2008 - April 2012
JPMorgan Investment Bank  June 2007 - July 2008
JPMorgan Private Bank - Dallas, TX   October 2005 - June 2007
JPMorgan Private Bank - Houston, TX   March 2004 - October 2005
Merrill Lynch   January 2001 - August 2003
Merrill Lynch   August 1999 - December 2000

Education
University of St. Thomas (TX)   2004 — 2005
MBA, Finance

Texas A&M University   1997 — 2000
BBA, Finance

Dave Mathisen Dave Mathisen San Luis Obispo, California Area Details
Dave Mathisen's Merrill Lynch Experience February 2003 - January 2007
Job Director of Research
Industry Investment Management
Experience
Taylor Frigon Capital Management   January 2007 - Present
Merrill Lynch   February 2003 - January 2007
U.S. Military Academy, West Point   July 1999 - December 2002
U.S. Army   June 1997 - June 1999
U.S. Army   July 1995 - June 1997
U.S. Army   June 1991 - June 1995

Skills
Investments, Strategy, Financial Modeling, Leadership, Portfolio Management, Financial Analysis, Wealth Management, Analysis, Finance, Valuation, Training, Due Diligence, Asset Management, Venture Capital, Asset Managment, Alternative Investments, Project Planning, Corporate Finance, Financial Services, Risk Management, Equities, Private Equity, Mergers & Acquisitions

Education
Texas A&M University   1999 — 2001
MA

United States Military Academy at West Point   1987 — 1991
BS

Darby Adamson Darby Adamson College Station, Texas Details
Darby Adamson's Merrill Lynch Experience June 2013 - August 2013
Job Office Clerk at Texas A&M University
Industry Financial Services
Experience
Sewell Automotive Companies  May 2015 - Present
Texas A&M University  October 2013 - Present
Merrill Lynch   June 2013 - August 2013
Veritas Wine and Bistro   December 2012 - June 2013
The Jay Cafe   March 2010 - August 2012

Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Outlook, Leadership, Time Management, Event Planning, Social Networking, Team Leadership, Facebook, Communication, Community Outreach

Education
Texas A&M University   2012 — 2016
Bachelor of Business Administration (BBA), Accounting

Needville High School   2008 — 2012

Tyler Pavlas Tyler Pavlas Magnolia, Texas Details
Tyler Pavlas's Merrill Lynch Experience December 2014 - Present
Job Management Consulting Intern at PwC
Industry Higher Education
Experience
Merrill Lynch   December 2014 - Present
Texas A&M University  August 2012 - Present
PwC  June 2015 - August 2015
Allegiance Bank Texas  May 2013 - August 2013
Hewlett-Packard  June 2012 - August 2012

Skills
Teamwork, Event Planning, Team Leadership, Social Media, People-oriented, Time Management, Public Speaking, PowerPoint, Leadership Development, Microsoft Word, Microsoft Excel, Leadership, Financial Analysis, Team Building, Finance, Management

Education
Texas A&M University   2012 — 2016
Bachelor's Degree, Business Honors and Finance, Minor in Economics, International Business Certificate

Bryan Tollerene Bryan Tollerene Houston, Texas Area Details
Bryan Tollerene's Merrill Lynch Experience 1988 - 1996
Job Financial Consultant
Industry Financial Services
Experience
Tollerene Investment Management   2002 - Present
Prudential Financial  1996 - 2002
Merrill Lynch   1988 - 1996

Skills
Financial Advisory, Retirement Planning, Investments, Asset Allocation, Equities, Portfolio Management

Education
Texas A&M University   1982 — 1986
Bachelor of Science, Economics

Cintia Hernandez Cintia Hernandez Houston, Texas Area Details
Cintia Hernandez's Merrill Lynch Experience March 2015 - Present
Job Assistant to Houston Market President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2015 - Present
Merrill Lynch   June 2014 - February 2015
Texas A&M University  September 2012 - May 2014
Children's Museum of Houston  June 2013 - August 2013
Academy Sports + Outdoors  May 2010 - August 2013

Skills
Retail Sales, Marketing, Business Development, Raiser's Edge, Customer Service, Marketing Communications, Retail, Microsoft Office, Receptionist Duties, Acknowledgements, Planograms, Inventory Control, Newsletter Production, Event Planning, Wealth Management...

Education
Texas A&M University   2010 — 2014
Bachelor of Business Administration, Marketing

Michelle Bruce Michelle Bruce Houston, Texas Area Details
Michelle Bruce's Merrill Lynch Experience March 2007 - May 2008
Job Partner, Optimus Commodities Search
Industry Oil & Energy
Experience
Optimus - Commodities Search  November 2014 - Present
Barclays Capital  May 2008 - June 2014
Merrill Lynch   March 2007 - May 2008
Sirius Solutions  January 2005 - March 2007
American Electric Power  March 2002 - January 2005
Enron  January 1998 - February 2002
Arthur Andersen & Co.   September 1995 - March 1998

Skills
Risk Management, Commodity, Trading Systems, Derivatives, Commodity Markets, Financial Risk, Market Risk, Fixed Income, Investment Banking, Options, Middle Office

Education
Texas State University   1994 — 1995
BBA, Accounting

Texas A&M University

Daren T. Dahmer, CFP Daren T. Dahmer, CFP Houston, Texas Area Details
Daren T. Dahmer, CFP's Merrill Lynch Experience June 1996 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 1996 - Present
Merrill Lynch   June 1996 - Present
Merrill Lynch   June 1996 - Present

Skills
Commercial Lending, Series 7, Corporate Finance, Wealth Management, Portfolio Management, Financial Planning, Mortgage Lending, Commercial Mortgages, Insurance, Estate Planning, Real Estate Finance, Series 63, Series 66, Retirement Planning, Retirement Plans, Retirement Income..., Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Cash Management, Due Diligence, Equities, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Investment Advisory, Investment Management, Investment Strategies, Investments, Mergers, Mutual Funds, Options, Real Estate Economics, Retirement, Securities, Series 65, Strategic Financial..., Uniform Combined State..., Valuation

Education
Texas A&M University   1988 — 1992
Bachelor's degree, Economics

McCullough High School   1985 — 1988

Seif Ibrahim Seif Ibrahim Houston, Texas Area Details
Seif Ibrahim's Merrill Lynch Experience September 2012 - Present
Job Portfolio Management & Trading Analyst
Industry Financial Services
Experience
Merrill Lynch   September 2012 - Present

Skills
Financial Modeling, Bloomberg Terminal, Portfolio Management, Corporate Finance, Equity Research, Alternative Investments, Equities, Macroeconomics, Economics, Investment Management, Series 7, Asset Allocation, Asset Management, Valuation, Stata, Linear Regression, Uniform Combined State..., Investment Strategies, Microeconomics, Securities, Due Diligence, Bloomberg, Market Risk, Mutual Funds, Investments, Econometrics, Hedge Funds, Fixed Income, International Economics, Commodity, Wealth Management, Statistics, Equity Valuation, Risk Management, Portfolio Construction, Trading, Charles River IMS

Education
Texas A&M University   2008 — 2012
B.S

Jennifer Eubanks Jennifer Eubanks Flint, Texas Details
Jennifer Eubanks's Merrill Lynch Experience August 2008 - June 2012
Job Clinical Research Coordinator
Industry Pharmaceuticals
Experience
TAD Clinical Research Group   July 2014 - Present
At Home Healthcare  July 2011 - November 2013
Gary Traylor & Associates   June 2010 - July 2012
Merrill Lynch   August 2008 - June 2012

Skills
Organization, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Medical Records, Administrative..., Outlook, Telephone Skills, Data Entry, Insurance, Invoicing, Office Administration, Office Management, Spreadsheets, Accounts Receivable, Administrative...

Education
Texas A&M University   2002 — 2006
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General

Karl E. Krueger Karl E. Krueger Houston, Texas Area Details
Karl E. Krueger's Merrill Lynch Experience August 1998 - April 2004
Job Senior Wealth Advisor at STA Wealth Management
Industry Financial Services
Experience
STA Wealth Management  March 2015 - Present
Fidelity Investments  April 2004 - March 2015
Merrill Lynch   August 1998 - April 2004
AIM mutual funds  1994 - 1997

Skills
401k, Fixed Income, Finance, Securities, Sales Presentations, Relationship Management, Fixed Annuities, Series 7, Retirement Planning, Wealth Management, Investments, Financial Planning, Portfolio Management, Mutual Funds, Sales, Direct Sales, Marketing, Customer Service, Financial Services, Sales Process, Leadership, New Business Development, Retirement, Financial Analysis, Risk Management, Financial Modeling, Wealth, Management, Financial Risk, Process Improvement, Project Management, Project Planning

Education
Texas A&M University   1991 — 1994

Cynthia Huchingson Cynthia Huchingson San Antonio, Texas Area Details
Cynthia Huchingson's Merrill Lynch Experience 1997 - 2000
Job President at CynEX Consulting
Industry Medical Practice
Experience
CynEX Consulting   December 2014 - Present
Oncology San Antonio  May 2014 - December 2014
Oncology San Antonio  April 2012 - April 2014
Vantage Oncology  March 2009 - April 2012
Herbert Douglas Media   2004 - October 2008
Lincoln Property Company  2001 - 2004
Service Industrial   2000 - 2004
Merrill Lynch   1997 - 2000

Skills
Healthcare, Strategic Planning, Business Development, Marketing, Process Improvement, Data Analysis, Training, Negotiation, Customer Service, Leadership, Management, Strategy, Budgets, Team Building, Product Launch, Contract Negotiation, Marketing Strategy, Public Speaking, Clinical Research, Medical Devices, New Business Development, Finance, Account Management, Project Management, Public Relations, Business Strategy, Sales Management, Hospitals, Team Leadership, Cross-functional Team..., Research, Business Planning, Competitive Analysis, Recruiting, Sales, Market Planning, Program Management, Oncology, Operations Management, Entrepreneurship, Time Management, Market Research, Advertising, Human Resources, Start-ups, Sales Process, Executive Management, Analysis, Physician Relations, CRM

Education
The University of Texas at Austin - The Red McCombs School of Business   2012 — 2014
Master of Business Administration (MBA)

Certified Physician Practice Manager
CPPM

Texas A&M University   1996 — 2000
BBA, Marketing, Finance

Incarnate Word High School   1992 — 1996

Ichiritsu Koko

Jack Taffe Jack Taffe Los Angeles, California Details
Jack Taffe's Merrill Lynch Experience June 2011 - August 2011
Job Senior Analyst, Corporate Development / M&A at AECOM
Industry Civil Engineering
Experience
AECOM  August 2015 - Present
BlackArch Partners  February 2014 - July 2015
Morgan Stanley  June 2013 - August 2013
Perot Investments   June 2012 - August 2012
Merrill Lynch   June 2011 - August 2011

Education
Texas A&M University   2010 — 2013

Detroit Catholic Central

Jennifer Nix Jennifer Nix Dallas/Fort Worth Area Details
Jennifer Nix's Merrill Lynch Experience June 2013 - August 2013
Job Senior Scrum Master at Capital One Home Loans Tech
Industry Financial Services
Experience
Capital One  February 2015 - Present
Capital One  February 2014 - February 2015
Texas A&M University  August 2009 - December 2013
Merrill Lynch   June 2013 - August 2013
E&F Consulting Group Sandler Training   December 2012 - December 2012
Texas A&M Fish Camp   November 2011 - September 2012
Texas A&M Howdy Camp   March 2011 - March 2012
Texas A&M Fish Camp   March 2010 - September 2011
E&F Consulting Group Sandler Training   May 2011 - August 2011
CARPOOL  January 2010 - January 2011

Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Event Planning, Leadership, Social Media, Customer Service, Teamwork, Fundraising, Data Analysis, Team Building, Time Management, Facebook, Research, Staff Development, Program Management, Project Management

Education
Texas A&M University   2009 — 2013
Business, Management, Senior

St. Agnes Academy   2005 — 2009

Jennifer Baugh Jennifer Baugh Dallas/Fort Worth Area Details
Jennifer Baugh's Merrill Lynch Experience 2007 - 2008
Job Founder & Executive Director of Young Catholic Professionals
Industry Nonprofit Organization Management
Experience
Young Catholic Professionals  June 2010 - Present
FTI Consulting  September 2010 - April 2011
Texas A&M University  August 2008 - December 2009
Merrill Lynch   2007 - 2008
Investment Professionals, Inc.   2006 - 2007

Education
Texas A&M University   2008 — 2010
Masters, Business Administration

Texas A&M University - Mays Business School   2008 — 2010

Trinity University   2003 — 2006
Business

Chris Laney Chris Laney Conroe, Texas Details
Chris Laney's Merrill Lynch Experience January 1995 - July 1997
Job President
Industry Construction
Experience
Self-employed  July 1997 - Present
Merrill Lynch   January 1995 - July 1997

Education
Texas A&M University   1990 — 1994
Bachelor of Science (B.S.), Economics

Jamieson Merrill Jamieson Merrill Dallas, Texas Details
Jamieson Merrill's Merrill Lynch Experience June 2001 - August 2001
Job Chief Financial Officer Xome Direct
Industry Real Estate
Experience
xome  September 2015 - Present
Nationstar Mortgage  June 2012 - September 2015
Hunt Realty Investments  July 2006 - May 2012
Ernst & Young  September 2004 - May 2006
Merrill Lynch   June 2001 - August 2001

Skills
Real Estate Development, Real Estate Private..., Real Estate..., Land Acquisition, Acquisition/Structuring, Portfolio Management, Underwriting, Financial Modeling, Construction Management, Due Diligence, Valuation, Mergers, Investor Relations, Financial Structuring, Corporate Finance, Structured Finance, Finance, Real Estate, Investments, Real Estate Economics, Asset Management, Mergers & Acquisitions

Education
Texas A&M University   2003 — 2004
Master Science, Accounting

Texas A&M University - Mays Business School   1999 — 2003
Bachelor, Business Administration

Maureen Levy Maureen Levy Chicago, Illinois Details
Maureen Levy's Merrill Lynch Experience June 2012 - August 2012
Job Associate Financial Analyst at Whole Foods Market
Industry Financial Services
Experience
Whole Foods Market  May 2015 - Present
Schneider Electric  July 2013 - May 2015
Web Unlimited   June 2011 - May 2013
Merrill Lynch   June 2012 - August 2012

Skills
Bloomberg Terminal, Wordpress, Economics, Microsoft Excel, WordPress

Education
Texas A&M University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics

Jessica Moynihan Jessica Moynihan Austin, Texas Details
Jessica Moynihan's Merrill Lynch Experience June 2010 - August 2010
Job Land Analyst at Texas American Resources
Industry Public Relations and Communications
Experience
Texas American Resources  May 2014 - Present
Texas American Resources Company  May 2013 - May 2014
Verve Events   December 2011 - December 2011
YMCA of Greater Williamson County  June 2011 - September 2011
Merrill Lynch   June 2010 - August 2010
YMCA of Greater Williamson County  May 2010 - August 2010

Skills
Event Management, Payroll, Human Resources, Event Planning, Administrative..., Microsoft Excel, Interviews, Employee Benefits, Microsoft Office, PowerPoint, Customer Service, Strategic Planning, Microsoft Word, Budgets, Nonprofits, Management, Outlook, Project Planning, Public Relations, Time Management, Fundraising, Social Media, Strategic Communications

Education
Texas A&M University   2007 — 2011
Bachelor, Communication

Emelia Durdin LaMarr Emelia Durdin LaMarr Austin, Texas Details
Emelia Durdin LaMarr's Merrill Lynch Experience December 2009 - March 2011
Job Power at E.ON Climate & Renewables
Industry Oil & Energy
Experience
E.ON Climate & Renewables   June 2013 - Present
Merrill Lynch   December 2009 - March 2011
JPMorgan Chase  February 2008 - December 2009
Bowne  January 2005 - January 2008
Coldwell Banker United, REALTORS  September 2004 - November 2004
Mary Dunn Real Estate, Inc.   May 2001 - May 2004

Education
Texas A&M University   2002 — 2004
Bachelors, Economics, Business Minor

Bailey Hollins Bailey Hollins Ronkonkoma, New York Details
Bailey Hollins's Merrill Lynch Experience May 2013 - August 2013
Job Small Business Sales Representative at ADP
Industry Financial Services
Experience
Daiichi Sankyo, Inc.   April 2015 - Present
ADP  August 2014 - April 2015
Merrill Lynch   May 2013 - August 2013
UBS  December 2009 - July 2010
Snoopy's Pier   February 2009 - July 2009

Skills
Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Social Networking, Data Analysis, Strategic Thinking, Microsoft Office, Typing, Filing, Research, Organizing, Sales, Team Building, Team Leadership, Cooperation

Education
Texas A&M University   2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Christi Van Rite Christi Van Rite Austin, Texas Area Details
Christi Van Rite's Merrill Lynch Experience June 2005 - December 2008
Job Financial Advisor
Industry Financial Services
Experience
Raymond James  December 2010 - Present
Any Baby Can Child and Family Resource Center  October 2009 - December 2010
Raymond James Financial, Inc.   December 2008 - October 2009
Merrill Lynch   June 2005 - December 2008

Skills
Financial Advisory, Financial Analysis, Investments, Securities, Finance, Non-profits, Public Speaking, Series 7, Strategic Planning, Sales, Social Media, Account Management, Fundraising, Nonprofits, CRPC

Education
Texas A&M University   1999 — 2003
Bachelor's degree, Economics / Business

Sainath Raj Sainath Raj Addison, Texas Details
Sainath Raj's Merrill Lynch Experience December 2010 - January 2011
Job Consultant at Bank of America
Industry Financial Services
Experience
Bank of America  June 2015 - Present
Bank of America  January 2015 - Present
Bank of America  May 2012 - Present
Styll.In   March 2013 - Present
Lotus  July 2013 - March 2014
Bank of America  May 2011 - August 2011
Merrill Lynch   December 2010 - January 2011
WordLink Incorporated   2011 - 2011
Texas A&M University  September 2009 - February 2010
Uniworld Financial   May 2008 - July 2009

Skills
Reaper Audio, Google Analytics, Pixelmator, SharePoint Designer, Nexus, Digital Illustration, Analysis, Data Analysis, CRM, Finance, Video Production, Microsoft Excel, Microsoft Office, Keynote, Pivot Tables, Project Management, PowerPoint

Education
Texas A&M University   2008 — 2011
BSc, Economics

The University of Texas at Dallas   2007 — 2009
BA, Business Finance and Accounting

Jeremy Newton Jeremy Newton Houston, Texas Area Details
Jeremy Newton's Merrill Lynch Experience June 2000 - February 2008
Job Senior Vice President |Senior Portfolio Manager |Wealth Advisor |CFP®,CRPC®,CRPS® at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney *   February 2008 - Present
Horse- LMR Racing www.qrgs.org   2007 - June 2014
Merrill Lynch   June 2000 - February 2008

Skills
Investments, Portfolio Management, Strategic Financial..., Estate Planning, Financial Advisory, Series 7, Alternative Investments, Financial Planning, Retirement Planning, Wealth, Wealth Management

Education
Texas A&M University   1997 — 2000
BBA, Management

Julie Duncan Julie Duncan Houston, Texas Area Details
Julie Duncan's Merrill Lynch Experience May 2007 - August 2007
Job Senior Accountant at Merit Energy Company
Industry Oil & Energy
Experience
Merit Energy Company  June 2013 - Present
Merit Energy Company  October 2010 - May 2013
PwC  September 2009 - October 2010
PwC  January 2008 - March 2008
Merrill Lynch   May 2007 - August 2007

Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Auditing, US GAAP, CPA, Microsoft Excel

Education
Texas A&M University   2008 — 2009
Master of Science (MS), Finance, General

Texas A&M University   2004 — 2008
Bachelor of Business Administration (BBA), Accounting

Jason Jaynes, CFP® Jason Jaynes, CFP® Dallas/Fort Worth Area Details
Jason Jaynes, CFP®'s Merrill Lynch Experience October 2011 - Present
Job Vice President, Wealth Management Advisor with The Wilshire Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present
Morgan Stanley  June 2008 - October 2011
Citi  September 2006 - March 2008

Skills
Wealth Management, Series 7, Series 66, Estate Planning, Retirement Planning, Credit, Mortgage Banking, Insurance, Asset Management, Finance, Mergers, Portfolio Management, Sales, Strategic Financial..., Uniform Combined State..., Financial Analysis, Investments, Leadership, Loans, Management

Education
Texas A&M University   1994 — 1999
Bachelor of Science

Philip Dollar Philip Dollar Houston, Texas Details
Philip Dollar's Merrill Lynch Experience June 2011 - August 2011
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies  December 2014 - Present
FTI Consulting  July 2012 - November 2014
Merrill Lynch   June 2011 - August 2011
Ned Davis Research, Inc.   June 2010 - August 2010
Morgan Stanley  June 2009 - August 2009

Education
Texas A&M University   2008 — 2012
Bachelor of Business Administration (BBA), Finance

Gregory Lanier Gregory Lanier Dallas/Fort Worth Area Details
Gregory Lanier's Merrill Lynch Experience May 2015 - August 2015
Job Student at Texas A&M University
Industry Financial Services
Experience
Merrill Lynch   May 2015 - August 2015
Pine Cove  May 2014 - July 2014
Pine Cove  May 2013 - July 2013

Skills
Teamwork, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership

Education
Texas A&M University   2012 — 2016

Stan Trimm Stan Trimm Houston, Texas Area Details
Stan Trimm's Merrill Lynch Experience January 1989 - October 1993
Job Owner, Corporate Checkup, LLC
Industry Legal Services
Experience
Corporate Checkup, LLC   January 2010 - Present
Avance Financial Group, Ltd.   January 2005 - December 2009
Self Employed  November 1993 - December 2004
Merrill Lynch   January 1989 - October 1993

Skills
Entity Formations, Entity Conversions, Shelf Corporations, Corporate Identity, Corporate Branding, Consulting, State Corporate..., Registered Agent..., Nominee..., Trademarks, Website Development, Search Engine Technology, Estate Planning, Real Estate Transactions, Referral Network, Tax, Corporate Law, Sales, Public Speaking, Insurance, Income Tax, Strategy, Finance, Securities, Management Consulting, Corporate Governance, Customer Service, Negotiation, Strategic Planning, Entrepreneurship

Education
University of Houston   1974 — 1976
General Business

Texas A&M University   1973 — 1974
Chemistry

Fang Yuan-Moeller Fang Yuan-Moeller Greater New York City Area Details
Fang Yuan-Moeller's Merrill Lynch Experience August 2010 - December 2010
Job at
Industry Accounting
Experience
PwC  July 2014 - Present
ECOM Trading  September 2013 - May 2014
PwC  June 2012 - August 2012
The University of Arizona  January 2011 - August 2011
Merrill Lynch   August 2010 - December 2010

Skills
Tax Preparation, Income Tax, Corporate Tax, Mandarin, QuickBooks

Education
Texas A&M University   2011 — 2013
Master of Science in Accounting, Business Taxation

University of Arizona, Eller College of Management   2008 — 2011
Bachelor of Science in Business Administration, Accounting, Math

Brent Cline Brent Cline Charlotte, North Carolina Area Details
Brent Cline's Merrill Lynch Experience May 2004 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2004 - Present
Control Corporation of America   1998 - 2004
Rockwell Automation  January 1995 - August 1998

Skills
Investments, Wealth Management, Retirement, Retirement Planning, Series 7, Financial Services, Financial Planning, Qualified Retirement..., Financial Analysis, Strategic Financial..., Asset Managment, Asset Allocation, Portfolio Management, Wealth Management..., Leadership, Mutual Funds, Financial Modeling

Education
Texas A&M University   1990 — 1994
B.S., Industrial Engineering

Dulles

Kenny Garland Kenny Garland Houston, Texas Area Details
Kenny Garland's Merrill Lynch Experience December 2006 - March 2008
Job Business Development Analyst at Sasol
Industry Chemicals
Experience
Sasol  September 2013 - Present
Sasol  December 2010 - September 2013
Aerotek  July 2010 - December 2010
TEKsystems  October 2009 - August 2010
TEKsystems  October 2008 - October 2009
Merrill Lynch   December 2006 - March 2008
Texas A&M University  September 2005 - December 2006

Skills
SAP, Business Analysis, Financial Forecasting, Analysis, Forecasting, Financial Analysis, Inventory Management, Requirements Analysis, Management, Business Intelligence, Project Planning, Business Planning, ERP, Project Management, Recruiting, Account Management, Business Process, Leadership, Training, Strategy, Business Development

Education
Texas A&M University   2003 — 2008
Bachelor of Science, Economics

The Woodlands High School

Alexis Webb (Padilla) Alexis Webb (Padilla) Houston, Texas Details
Alexis Webb (Padilla)'s Merrill Lynch Experience January 2012 - May 2012
Job Senior Consultant Corporate Finance
Industry Oil & Energy
Experience
Opportune LLP  October 2012 - Present
ConocoPhillips  June 2012 - August 2012
Merrill Lynch   January 2012 - May 2012
BP  June 2011 - August 2011

Skills
Business Analysis, Financial Modeling, Business Process..., Marketing, PowerPoint, Analysis, Leadership, Microsoft Excel, Integrated Marketing, Public Relations, Energy, Sales, Finance, Investments, Negotiation, Time Management, Trading, Public Speaking, Hedging, Press Releases, Budgets, Organizational..., Microsoft Office, Data Analysis, Customer Service, Financial Analysis, Natural Gas, Advertising, Commodity, Financial Risk

Education
Texas A&M University - Mays Business School   2008 — 2011
Finance, Commodities Trading

Jennifer Manthei Jennifer Manthei Houston, Texas Details
Jennifer Manthei's Merrill Lynch Experience May 2008 - April 2009
Job at
Industry Financial Services
Experience
alliantgroup  January 2012 - Present
The University of Texas at San Antonio  September 2009 - May 2011
Outback Steakhouse  December 2007 - August 2009
Merrill Lynch   May 2008 - April 2009

Skills
Teamwork, Training, Interviews, Financial Forecasting

Education
The University of Texas at San Antonio   2009 — 2011
Master of Science, Finance

Texas A&M University   2005 — 2009
Bachelor of Business Administration, Finance

Texas A&M University   2005 — 2009
Bachelor of Business Administration (BBA), Finance, General

Abby Teasdale Abby Teasdale Greater Los Angeles Area Details
Abby Teasdale's Merrill Lynch Experience August 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2009 - Present
Bank of America  2007 - 2009

Education
Texas A&M University   2002 — 2006
Economics

Evan Axelrad Evan Axelrad Greater New York City Area Details
Evan Axelrad's Merrill Lynch Experience January 2007 - January 2009
Job Sr Database / UI Developer at ETF Securities
Industry Information Technology and Services
Experience
ETF Securities  September 2013 - Present
N/A  2014 - 2014
N/A  2014 - 2014
Van Eck Global  July 2009 - July 2013
Merrill Lynch   January 2007 - January 2009
Reuters Financial Software  January 1998 - December 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Research, Windows, Outlook, HTML, Public Speaking

Education
Texas A&M University
BS, Computer Science

Jeremy Frank Jeremy Frank Shreveport, Louisiana Area Details
Jeremy Frank's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor / Senior Portfolio Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   June 2012 - Present
NovoDyn Advisors, LLC   April 2011 - June 2012
Northwestern Mutual  October 2009 - April 2011

Skills
Alternative Investments, Registered Investment..., Wealth Management, Asset Allocation, Finance, Proprietary Trading, Financial Risk, Hedge Funds

Education
Texas A&M University   2004 — 2009
Bachelor of Science (BS), Economics, Finance & Real Estate

Texas A&M University

Russell Perry, CFA Russell Perry, CFA Dallas/Fort Worth Area Details
Russell Perry, CFA's Merrill Lynch Experience February 2003 - July 2006
Job Senior Vice President of Deloitte CRG
Industry Financial Services
Experience
Deloitte CRG  February 2011 - Present
Bridge Associates LLC  January 2008 - January 2011
Genentech  June 2007 - August 2007
Merrill Lynch   February 2003 - July 2006
Salomon Smith Barney  August 2001 - February 2003

Skills
Restructuring, Financial Modeling, Valuation, Finance, Private Equity, Financial Analysis, Portfolio Management, Strategy, Bankruptcy, Corporate Finance, Debt Restructuring, Due Diligence, Credit, Corporate Law, Financial Services, Capital Markets, Cash Management, Loans, Mergers & Acquisitions, Start-ups, Analysis, Venture Capital, Business Valuation, Investment Banking, Turn Around Management, Treasury Management, Working Capital...

Education
Texas A&M University   2006 — 2008
Master of Business Administration

Texas A&M University   1998 — 2001
BS in AgriBusiness

Will Snead Will Snead Amarillo, Texas Area Details
Will Snead's Merrill Lynch Experience May 2004 - January 2006
Job Managed Futures, Broker, Risk Consultant
Industry Financial Services
Experience
Tru Trading Co   September 2012 - Present
Burnett Commodities   December 2008 - June 2012
Morgan Stanley  January 2006 - December 2008
Merrill Lynch   May 2004 - January 2006

Skills
Valuation, Investments, Risk Management, Managed Money, CTA, Futures Trading, Series 3, futures spread trader, systems trading, agricultural risk..., Energy Risk Management, FX Options, Trading, FINRA, Financial Risk, Hedge Funds, Technical Analysis, Managed Futures, Financial Analysis, Financial Markets, Capital Markets, Portfolio Management, Proprietary Trading, FX trading, Financial Modeling, Options, Electronic Trading, Derivatives, Equities, Commodity Markets, Wealth, Bloomberg, Corporate Finance, Trading Systems, Series 7, Trading Strategies, Hedging, Investment Banking, Asset Management, Strategic Financial..., Private Equity, Alternative Investments, Fixed Income

Education
Texas A&M University   2002 — 2006
Bachelor's degree, Accounting and Finance

Audrine Mascarenhas Audrine Mascarenhas Houston, Texas Details
Audrine Mascarenhas's Merrill Lynch Experience 2013 - 2013
Job Technology Consultant at Smartbridge
Industry Information Technology and Services
Experience
UMT Consulting Group  January 2015 - Present
Smartbridge  February 2014 - Present
Smartbridge  February 2014 - January 2015
Texas A&M University  July 2012 - May 2013
Merrill Lynch   2013 - 2013
Atos Origin  September 2009 - May 2012

Skills
C++, Java, JavaScript, ASP, ASP.NET, Visual Basic, Apache Velocity, XSLT, XML, XML Schema, Lectora, PHP, Oracle 9i, Microsoft SQL Server, PL/SQL, SEO, Oracle, C#, Python, EXTJS, Software Engineering, Software Development, Web Applications, Eclipse

Education
Texas A&M University   2012 — 2013
Master's degree, Management Information Systems

Mumbai University   2005 — 2009
Bachelor of Engineering (B.E.), Information Technology, 3.83

Scott McCarty Scott McCarty Houston, Texas Area Details
Scott McCarty's Merrill Lynch Experience May 2009 - September 2009
Job Systems Architect at HIMA Americas Inc.
Industry Industrial Automation
Experience
HIMA Americas Inc.  June 2014 - Present
aeSolutions  August 2011 - June 2014
NANA Management Services  May 2006 - August 2010
Merrill Lynch   May 2009 - September 2009

Skills
Gas, Process Safety, Multivariable Calculus, Statistics, Oil & Gas Industry, Process Control, Safety Instrumented..., HAZOP, Petrochemical, Modbus, HMIs, Engineering, Instrumentation, Electrical Engineering, Commissioning, SCADA, Engineering Management, Alarm Management, Refining, Refinery, Process Simulation, Control Logic, Automation, Functional Safety, Process Safety..., PLC, Control Systems Design, Project Engineering, DCS, Advanced Process Control, Process Automation, Chemical Engineering, SIS, P&ID, Process Engineering, Risk Assessment, Oil/Gas, Root Cause Analysis, Ladder Logic, Process Optimization, Occupational Health, LOPA, Integration, Petroleum

Education
Texas A&M University   2007 — 2010
Bachelor of Science, Applied Mathematic Sciences, Statistics

University of Idaho   2006 — 2007

Daniel Henscheid, CPA Daniel Henscheid, CPA San Francisco, California Details
Daniel Henscheid, CPA's Merrill Lynch Experience June 2009 - December 2009
Job at
Industry Financial Services
Experience
HMI Capital LLC   August 2015 - Present
HMI Capital LLC   August 2013 - Present
HMI Capital LLC   August 2011 - Present
Morgan Stanley  January 2010 - August 2011
Merrill Lynch   June 2009 - December 2009
Merrill Lynch   June 2008 - 2008
Ernst & Young  2007 - 2008

Skills
Commodity, Financial Modeling, Valuation, Bloomberg, Fixed Income, Financial Analysis, Corporate Finance, Hedge Funds, Equities, Investment Banking, Private Equity, Alternative Investments

Education
Texas A&M University   2008 — 2009
MS, Finance

Texas A&M University   2004 — 2008
BBA, Accounting

Aaron Jablonsky Aaron Jablonsky Houston, Texas Area Details
Aaron Jablonsky's Merrill Lynch Experience January 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2012 - Present
Bear Creek/ Copperfield Rotary Club   2010 - April 2012
PartnersInWealth, Inc.   May 2011 - January 2012
Aflac  2009 - 2011
Houston Chapter UIL   2004 - 2010
Bank of America Premier Bank   2004 - 2009
Enterprise Rent-A-Car  1998 - 2000

Skills
Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Investment Management, Wealth Management..., College Savings Plans, Alternative Investments, Wealth Accumulation..., Wealth Preservation..., Executive Compensation..., Financial Planning, Multi-generational..., Concentrated Stock...

Education
Southwest Texas State University   1998 — 2000
BBA, Finance and Management

Texas A&M University   1997 — 1998
Finance

St. Thomas High School   1992 — 1995

Cypress Creek HS   1991 — 1992

Amy Leitner Amy Leitner Houston, Texas Area Details
Amy Leitner's Merrill Lynch Experience March 2003 - March 2004
Job Sr. Vice PresidentCommercial Lending at Green Bank, N.A.
Industry Banking
Experience
Green Bank, N.A.   January 2008 - Present
Regions Bank  March 2004 - May 2007
Merrill Lynch   March 2003 - March 2004
Mizuho Financial Group  January 2001 - March 2003
BBVA Compass  December 1996 - December 2000

Education
University of St. Thomas (TX)   2003 — 2005
MBA

Texas A&M University   1995 — 1998
Bachelor of Business Administration, Finance

Michael Patti, CRPC Michael Patti, CRPC Raleigh-Durham, North Carolina Area Details
Michael Patti, CRPC's Merrill Lynch Experience April 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   April 2010 - Present

Skills
Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Investments, Series 63, Asset Managment, Financial Services, Financial Analysis, Retirement, Fixed Annuities, Alternative Investments, New Business Development, Sales Management, Equities, Financial Modeling, Financial Advisory, Asset Management, Business Development, Estate Planning, Finance, IRAs, Investment Advisory, Investment Strategies, Securities, Strategy, Uniform Combined State..., Fixed Income, 401k, Series 24, Financial Planning

Education
Texas A&M University   1985 — 1990
Bachelors, Economics

Plano Senior High School   1982 — 1985

Kevin Kernan Kevin Kernan Dallas/Fort Worth Area Details
Kevin Kernan's Merrill Lynch Experience October 1991 - August 1996
Job First Vice President, Investments at Kernan Wealth Management Group of Raymond James
Industry Financial Services
Experience
Kernan Wealth Management Group of Ramond James   January 2005 - Present
UBS Wealth Management  August 1996 - January 2005
Merrill Lynch   October 1991 - August 1996

Education
Texas A&M University   1987 — 1991
BS, Economics

Ashleigh Womack Ashleigh Womack New York, New York Details
Ashleigh Womack's Merrill Lynch Experience May 2012 - August 2012
Job Account Researcher at Brunswick Group
Industry Public Relations and Communications
Experience
PwC  September 2014 - May 2015
PwC  January 2013 - March 2013
Merrill Lynch   May 2012 - August 2012
Aggies in Business (AIB)   February 2012 - August 2012
Yahoo!  June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Market Research, Financial Accounting, Business Planning, Data Analysis, Analysis, Strategic Thinking, Strategy

Education
The University of Chicago Booth School of Business   2014 — 2014
Chicago Booth Summer Business Scholars Program

Texas A&M University - Mays Business School   2013 — 2014
Master of Science (M.S.), Finance

Texas A&M University - Mays Business School   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Accounting

Terry Ballard Terry Ballard San Antonio, Texas Area Details
Terry Ballard's Merrill Lynch Experience December 2010 - February 2013
Job President at PIC International, Inc
Industry Financial Services
Experience
PIC International, Inc   June 2015 - Present
Upstream Investment Partners, LLC  September 2013 - June 2015
Merrill Lynch   December 2010 - February 2013
Tycast, Inc dba Ballard Realty and Ballard Homes   January 1994 - December 2010
Crazy Cajun Enterprises, Inc   March 1991 - January 1994

Skills
Series 7, Investments, Real Estate, Mortgage Lending, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Strategic Financial..., Series 63, Strategic Planning, Sales, Equities, Investment Strategies, Alternative Investments, Portfolio Management, Fixed Income, Retirement, Wealth, Financial Planning

Education
Texas A&M University   1982 — 1984
BBA, Finance and Accounting

Texas A&M University   1976 — 1981
Bachelor of Science (BS), Economics, Who remembers that!

Sarah (Stephenson) Castaneda Sarah (Stephenson) Castaneda Dallas, Texas Details
Sarah (Stephenson) Castaneda's Merrill Lynch Experience 2007 - 2007
Job Graphic Artist & Social Marketing Enthusiast at Moda United Notions
Industry Design
Experience
Moda United Notions   November 2009 - Present
Quilts by the Bay   August 2007 - November 2009
Merrill Lynch   2007 - 2007

Skills
Adobe Creative Suite, Graphic Design, Advertising, Marketing, Social Media Marketing, InDesign, Photoshop, Customer Service, Microsoft Word, Project Management, Sewing, Textiles, Photography, Illustrator, Trade Shows, Marketing Copy, Microsoft Excel, Microsoft Office, PowerPoint, Pinterest, Missions, Biblical Studies, Discipleship, Blogging, Online Marketing, Facebook, Social Media, Editing, Email Marketing, Social Marketing, Blogger

Education
Texas A&M University   2003 — 2007
Bachelors of Business Administration, Finance

Marcus Selva Marcus Selva San Antonio, Texas Area Details
Marcus Selva's Merrill Lynch Experience May 2011 - Present
Job Building and Protecting Legacies
Industry Financial Services
Experience
Merrill Lynch   May 2011 - Present
Spurs Sports & Entertainment  January 2011 - May 2011
Oil and Gas Investment Broker-Dealer   November 2009 - February 2010
Oil and Gas Investment Broker-Dealer   April 2008 - November 2009
Oil and Gas Investment Firm   January 2008 - April 2008

Skills
Investments, Financial Advisory, Securities

Education
Texas A&M University   2004 — 2007
Bachelor of Arts, Communication

Brian Dluzniewski Brian Dluzniewski Houston, Texas Area Details
Brian Dluzniewski's Merrill Lynch Experience November 1998 - March 2009
Job Managing Partner at Old Course Investment Partners, LLC
Industry Financial Services
Experience
Old Course Investment Partners, LLC   April 2009 - Present
Merrill Lynch   November 1998 - March 2009
Smith Barney  October 1995 - November 1998
Transamerica  1993 - 1995
Houston Cellular (Now AT&T)   1992 - 1993

Education
Texas A&M University   1987 — 1991
Business

St. Thomas High School   1983 — 1987

Jeremy Crow Jeremy Crow Houston, Texas Area Details
Jeremy Crow's Merrill Lynch Experience August 2008 - Present
Job Director, Commodity Index and Structured Products Trading Merrill Lynch Commodities
Industry Capital Markets
Experience
Merrill Lynch   August 2008 - Present
Goldman Sachs  June 2007 - August 2007
McKinsey & Company  August 2004 - June 2006

Education
The University of Chicago Booth School of Business   2006 — 2008
MBA, Analytic Finance

Texas A&M University   2003 — 2004
M.S., Mathematics

Texas A&M University   2000 — 2003
B.S., Applied Mathematics

Sean Jiam Sean Jiam San Francisco Bay Area Details
Sean Jiam's Merrill Lynch Experience 1994 - 1995
Job Director, Corporate Development & Strategy at NetApp
Industry Computer Software
Experience
NetApp  September 2013 - Present
Cisco Systems, Inc.   2006 - 2013
Southland Investment   2003 - 2006
Boston Consulting Group  2001 - 2003
McKinsey & Co.   1999 - 2000
Morgan Stanley  1995 - 1997
Merrill Lynch   1994 - 1995

Skills
Corporate Development, Strategy Development, Business Strategy, Mergers, Strategic Planning, Telecommunications, Negotiation, Smart Grid, Acquisition Integration, Investments, Management Consulting, IT Strategy, Venture Capital, Product Management, Start-ups, Business Planning, Financial Modeling, Private Equity, New Business Development, Competitive Analysis, Due Diligence, Change Management, Corporate Finance, Valuation, Cross-functional Team..., Go-to-market Strategy, Market Analysis, Energy, International Business, Strategic Partnerships, Cloud Computing, Portfolio Management, Business Management, Financial Analysis, Enterprise Software, Entrepreneurship, P&L Management, Process Improvement, China Business..., Big Data, Analytics, Leadership, Executive Management, SaaS, Strategy, Business Development, Mergers & Acquisitions, E-commerce, Management, Consulting

Education
University of Pennsylvania - The Wharton School   1997 — 1999
MBA, Finance and Entreprenuerial Management

Texas A&M University
B.S., Petroleum Engineering

University of Minnesota-Twin Cities
M.S., Computer Science

Katie Pounds Katie Pounds Houston, Texas Details
Katie Pounds's Merrill Lynch Experience December 2009 - January 2010
Job Compensation Manager at Stage Stores, Inc.
Industry Retail
Experience
Stage Stores  July 2015 - Present
Stage Stores  June 2014 - June 2015
Stage Stores  May 2013 - June 2014
Stage Stores  August 2012 - May 2013
Stage Stores  September 2011 - August 2012
Stage Stores  June 2010 - September 2011
Merrill Lynch   December 2009 - January 2010

Skills
Forecasting, Finance, Microsoft Excel, Financial Analysis, Variance Analysis, Financial Reporting, Accounting, Financial Modeling, Account Reconciliation, Microsoft Word, Strategic Financial..., Corporate Finance, Teamwork, Corporate Budgeting, FLSA, Variable Pay, Base Pay

Education
Texas A&M University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General

Erin Jett, CFE Erin Jett, CFE Dallas/Fort Worth Area Details
Erin Jett, CFE's Merrill Lynch Experience 1998 - 2005
Job Principal Regulatory Coordinator at FINRA
Industry Financial Services
Experience
FINRA  November 2005 - Present
Merrill Lynch   1998 - 2005
Merrill Corporation  1996 - 1998
Endress+Hauser Group  1994 - 1994

Skills
FINRA, Securities, AML, Series 7, Securities Regulation, USA PATRIOT Act, Financial Regulation, Mutual Funds, Equities, Capital Markets, Private Placements, Due Diligence, Fraud, SEC, Financial Analysis

Education
Texas A&M University-Commerce   2011 — 2013
Masters of Science, Accounting (Forensics)

Texas A&M University-Commerce
Bachelor of Science (B.S.), Business Administration

Texas A&M University   1991 — 1995
Nuclear Engineering

Robert Krumholz Robert Krumholz Austin, Texas Details
Robert Krumholz's Merrill Lynch Experience September 2015 - Present
Job Financial Advisor with OAKS Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch   September 2015 - Present
Wells Fargo Advisors  May 2001 - September 2015
Salomon Smith Barney  May 1988 - May 2001

Education
University of Houston   1986 — 1986
BBA-Finance, Finance

The University of Texas at Austin   1980 — 1982
Accounting, Finance, &Management

Texas A&M University   1977 — 1979
Biology & Chemistry

Spencer Lane Spencer Lane Houston, Texas Area Details
Spencer Lane's Merrill Lynch Experience September 2010 - February 2012
Job Associate at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase  June 2014 - Present
Macquarie Group Limited   July 2013 - January 2014
Family Sabbatical  February 2012 - July 2013
Merrill Lynch   September 2010 - February 2012
JPMorgan Chase  June 2005 - September 2010
Diverse Networks, Inc.   April 1999 - March 2005
Chevron  January 1997 - January 1999
Texas Cooperative Extension Service   January 1994 - January 1996

Skills
Perl, Solaris, Unix, Linux, Apache, TCP/IP, Unix Shell Scripting, Red Hat Linux, Databases, SQL, Software Development, Integration, SMTP, Oracle, Windows Server, IIS, DNS, Tomcat, VPN, Subversion, Sendmail, Firewalls, Windows Server 2003, Windows Server 2008, SQL Server, Sybase ASE, VBScript, .NET, Visual C#, Visual Studio, JIRA, Autosys, Postfix, POP, Systems Engineering, Financial Systems, System Administration, Python, Commodity Risk..., IT Infrastructure..., LAMP, Active Directory, System Monitoring

Education
Texas A&M University   1992 — 1996
Bachelor of Business Administration (BBA), Management Information Systems (MIS)

Chad Carpenter, MBA Chad Carpenter, MBA Houston, Texas Area Details
Chad Carpenter, MBA's Merrill Lynch Experience May 1999 - June 2001
Job Digital Marketing Director/Creative Director at carma
Industry Marketing and Advertising
Experience
carma Houston   March 2013 - Present
Saks Fifth Avenue  September 2012 - March 2013
Hearst Media Services-Houston Chronicle   December 2010 - April 2012
Verve Marketing Innovations   June 2008 - December 2010
Denver Radio Company  February 2007 - July 2008
Denver Radio Company  March 2006 - February 2007
LeMarke Jewelers   June 2001 - March 2006
Merrill Lynch   May 1999 - June 2001

Skills
Social Media, Marketing Strategy, Integrated Marketing, Media Buying, Brand Development, Brand Awareness, Brand Communication, Online Branding, Company Branding, Brand Equity, Brand Architecture, Corporate Branding, Email Marketing, Marketing Research, Online Marketing, Product Marketing, Marketing Communications, Social Media Marketing, Digital Marketing, SEO, SEM, Seminars, Event Marketing, Event Planning, Event Management, CRM software, Salesforce.com, Silverpop, Email Automation..., CRM Integration, Team Management, Team Leadership, Marketing, Advertising, Online Advertising, CRM, Sales Management, Direct Marketing, Public Relations, Strategy, Sponsorship, Brand Management, Creative Direction, Product Development, Management, B2B, Blogging, Market Analysis, Market Planning, Media Planning

Education
Walden University   2009 — 2010
MBA, Marketing

Texas A&M University   1988 — 1993
B.S., Psychology

Tres Riley Tres Riley Fort Worth, Texas Details
Tres Riley's Merrill Lynch Experience 1997 - 2002
Job VP sales at ACell, Inc.
Industry Medical Devices
Experience
ACell, Inc.   2010 - Present
BIOMET Texas  2002 - 2010
Merrill Lynch   1997 - 2002

Skills
Market Development, Operating Room, Capital Equipment, Surgeons, Surgical Instruments, Medical Devices, Sales Force Development, Urology, Product Launch, Orthopedic, Vascular, Surgery, Neurosurgery, Disposables, Commercialization, Cardiology, Spine, Capital Equipment Sales, Sales Effectiveness, Cath Lab, Interventional Radiology, Pharmaceutical Sales, Interventional..., ENT, OB/GYN, Biologics, Sales Management, Orthopedics

Education
Texas A&M University   1992 — 1996
Texas A&M College of Veterinary Medicine

TCU   1989 — 1992
Pre-Med, Biology

Texas College of Veterinary Medicine

Davis Prior Davis Prior Houston, Texas Area Details
Davis Prior's Merrill Lynch Experience June 2012 - November 2012
Job Commercial Skills Development Program
Industry Oil & Energy
Experience
Chevron  April 2015 - Present
Chevron  June 2013 - April 2015
Merrill Lynch   June 2012 - November 2012
ThyssenKrupp  2010 - 2011

Skills
Sales, Investments, Portfolio Management, Microsoft Office, Customer Service, Marketing Communications, Financial Analysis, Financial Accounting, Accounting

Education
Texas A&M University   2010 — 2013
Finance, Finance

Plano Senior High   2007 — 2009

Curtis Watson Curtis Watson Dallas/Fort Worth Area Details
Curtis Watson's Merrill Lynch Experience 1995 - 2001
Job Sr. Offset Specialist at Bell Helicopter
Industry Defense & Space
Experience
Bell Helicopter  November 2013 - Present
Bell Helicopter  May 2011 - November 2013
Century 21 Tim Gauntt Co.   November 2009 - April 2012
ROPA Exploration Corp.   February 2007 - June 2010
Wells Fargo Bank  November 2003 - February 2007
Young Life  June 2001 - November 2003
Merrill Lynch   1995 - 2001

Skills
Risk Management, Investments, Banking, Finance, Budgets, Contract Negotiation, Commercial Banking, Real Estate, Analysis, Negotiation, Account Management, Accounting, Relationship Management, Financial Analysis, Consulting, Supply Chain, Procurement, Wealth Management, Portfolio Management, Strategy, Business Process..., Financial Modeling, Mergers, Business Strategy, Management Consulting, Business Planning, Due Diligence, Accounts Payable, Credit, Strategic Financial..., Equities, Mutual Funds, Credit Analysis, Insurance, Leadership, Microsoft Excel, Business Analysis, Business Development, Mergers & Acquisitions, Team Leadership, Management, Training, Vendor Management, Small Business, Government Procurement, Helicopters, Loans, Aerospace

Education
Texas Christian University - M.J. Neeley School of Business   2011 — 2012
MBA, Business Administration, 3.83

Texas A&M University   1990 — 1993
BBA, Business Management

Allison Balfe Allison Balfe Spring, Texas Details
Allison Balfe's Merrill Lynch Experience June 2011 - December 2012
Job HR & Safety Assistant Manager at Murphy Energy Corporation
Industry Oil & Energy
Experience
Murphy Energy  February 2013 - Present
Merrill Lynch   June 2011 - December 2012

Skills
Microsoft Word, Facebook, Microsoft Excel, Microsoft Office, Social Media, Marketing, Social Networking, Marketing Communications, Social Media Marketing, Event Planning

Education
Texas A&M University   2009 — 2012
Bachelor of Arts (BA), Communication

Traci Cox Traci Cox Houston, Texas Details
Traci Cox's Merrill Lynch Experience July 2011 - April 2013
Job Subsea Project Coordinator (GoM, Canada, Africa) at FMC Technologies
Industry Oil & Energy
Experience
FMC Technologies  November 2014 - Present
FMC Technologies  April 2013 - November 2014
Merrill Lynch   July 2011 - April 2013
Bank of America  September 2009 - July 2011

Skills
Primavera P6, SAP, Investments, Portfolio Management, Strategic Financial..., Client Counseling, Project Planning, Financial Analysis, Sales, Salesforce.com, Microsoft Office, Project Management, Asset Management, Financial Planning, Customer Service

Education
Texas A&M University

Luis Felipe Cifuentes Luis Felipe Cifuentes New York, New York Details
Luis Felipe Cifuentes's Merrill Lynch Experience May 2011 - July 2011
Job Deal Advisory Associate at KPMG US
Industry Accounting
Experience
KPMG US  August 2014 - Present
KPMG US  January 2013 - March 2013
Merrill Lynch   May 2011 - July 2011

Skills
Microsoft Excel, Report Writing, Interpersonal..., Latin American Business, Financial Analysis, Business Analysis, Economic Development

Education
Texas A&M University - Mays Business School   2013 — 2014
Master of Science (M.S.), Entrepreneurial Management

Texas A&M University - Mays Business School   2009 — 2013
Bachelor of Business Administration (B.B.A.), Accountancy and Economics as a Minor

Kristen Hanshaw Kristen Hanshaw Houston, Texas Area Details
Kristen Hanshaw's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2011 - Present
Gap Inc./Gap Inc. Direct   November 2010 - August 2011
Self Employed  August 2010 - December 2010
Bed Bath & Beyond  May 2008 - May 2010
Bryan ISD  August 2008 - December 2008

Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Data Analysis, Event Planning, Spanish, Research, Sales, Training, Teamwork, Team Leadership, Analysis, Finance, Financial Analysis, Investments, Portfolio Management

Education
Texas A&M University   2007 — 2010
Bachelors, Spanish, Business

Saint Agnes Academy   2004 — 2007

Daniel S. Vega, MBA Daniel S. Vega, MBA Houston, Texas Area Details
Daniel S. Vega, MBA's Merrill Lynch Experience May 2003 - August 2003
Job Director of Financial Planning & Analysis at Desert NDT
Industry Oil & Energy
Experience
Desert NDT  June 2012 - Present
Service Corporation International  December 2008 - June 2012
Invesco Aim  July 2008 - December 2008
Dresser-Rand  June 2005 - July 2008
Merrill Lynch   May 2003 - August 2003

Skills
Mergers, Acquisitions, Managerial Finance, Financial Modeling, Forecasting, Valuation, Cash Flow, Financial Analysis, Due Diligence, Inventory Accounting, Accounting, Divestitures, Strategic Financial..., Mergers & Acquisitions, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Analysis, Finance, Financial Reporting, Strategy, Budgets, Business Analysis, Leadership, Acquisition Integration, Cash Flow Forecasting, Corporate Finance, Variance Analysis, Financial Accounting

Education
University of Houston, C.T. Bauer College of Business   2008 — 2010
MBA, Accounting and Finance

Texas A&M University - Mays Business School   2001 — 2005
BBA, Finance

CCHS   1997 — 2001

Emily Hurdle Emily Hurdle Dallas/Fort Worth Area Details
Emily Hurdle's Merrill Lynch Experience December 2010 - January 2011
Job Financial Analyst at Wells Fargo
Industry Real Estate
Experience
Wells Fargo  January 2014 - Present
Streetlights Residential  May 2013 - August 2013
Merrill Lynch   December 2010 - January 2011

Skills
Microsoft Excel, Social Networking, Commercial Real Estate, Financial Analysis, Microsoft Office, Negotiation, Investments, Market Analysis, Argus Modeling, GIS

Education
Texas A&M University - Mays Business School   2012 — 2013
Master of Real Estate

Texas A&M University
Bachelor of Arts, International Studies

American University of Cairo

Ken Dodgen, MBA, CPA Ken Dodgen, MBA, CPA Dallas/Fort Worth Area Details
Ken Dodgen, MBA, CPA's Merrill Lynch Experience 1996 - 2001
Job CFO | Strategic Planning | M&A | Private Equity | Process improvement | Shareholder Value | Board Relations | Big 4
Industry Executive Office
Experience
PLH Group, Inc.   August 2011 - Present
Fulcrum Power Services  2006 - 2010
JP Morgan Chase  2001 - 2006
Merrill Lynch   1996 - 2001
Affiliated Computer Services  1992 - 1996
Coopers & Lybrand  1988 - 1992

Skills
Strategic Planning, M&A, Private Equity, Capital Markets, Process Improvement, Shareholder Value, Board Relations, Diverse Industries, Big 4, Operations Focused, Change Management, Acquisition Integration, Systems Implementation, Sarbanes-Oxley, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Valuation, Cash Management, Executive Management, Financial Reporting, Auditing, Banking, Due Diligence, Budgets, Investment Banking, Forecasting, Restructuring, Business Development, Cost Accounting, Divestitures, Financial Accounting, FX, Interest Rate Hedging, International, Investor Relations, KPI, Managerial Accounting, Managerial Finance, Equipment Finance, Mentoring, P&L, Performance Improvement, Rating Agencies, Recapitalization, Risk Management, ROI, Servant Leadership, Team Building, Treasury Management

Education
The University of Chicago - Booth School of Business   1996 — 1999
MBA, Finance

Texas A&M University   1984 — 1988
B.B.A., Accounting

Sam Christopher Sam Christopher Houston, Texas Details
Sam Christopher's Merrill Lynch Experience June 2007 - August 2007
Job Credit Analyst at JPMorgan Chase & Co.
Industry
Experience
JPMorgan Chase & Co.   February 2015 - Present
The Association of Former Students  May 2014 - December 2014
Hometrust Mortgage  June 2009 - July 2009
Merrill Lynch   June 2007 - August 2007

Skills
Microsoft Excel, Microsoft Word

Education
Texas A&M University   2010 — 2014
Economics

Mickey Lee Mickey Lee Houston, Texas Area Details
Mickey Lee's Merrill Lynch Experience June 1985 - March 1988
Job Director WDT Futures at Weather Decision Technologies Inc.
Industry Information Services
Experience
Weather Decision Technologies Inc.  June 2013 - Present
Batteries Plus - Unplugged Solutions   August 2007 - Present
ImpactWeather  March 1988 - June 2013
Universal Weather and Aviation  March 1988 - December 1995
Merrill Lynch   June 1985 - March 1988
United States Marine Corps  August 1980 - July 1985

Skills
Weather Forecasting, Meteorology, Data Analysis, Customer Service, New Business Development, Sales Management, Business Development, Account Management, Project Management, Marketing Strategy, Product Development, Team Leadership, Business Strategy, Analysis, Weather, Energy, Team Building, Sales, Marketing, Leadership, Contract Negotiation, Forecasting, Operations Management, Product Management, Strategic Planning, Process Improvement, Project Planning, Start-ups, Climate, Strategy, Program Management, Risk Management, Entrepreneurship, Salesforce.com, Wind, Management, GIS, Training, Competitive Analysis, Cross-functional Team..., Renewable Energy, Management Consulting, Strategic Partnerships, Executive Management

Education
Texas A&M University   1976 — 1980
BS, Meteorology

Mahesh Raja Mahesh Raja College Station, Texas Details
Mahesh Raja's Merrill Lynch Experience July 2011 - August 2014
Job Graduate Assistant Non Teaching at Texas A&M University
Industry Information Technology and Services
Experience
Career Center, Texas A&M University   December 2014 - Present
AIG  June 2015 - August 2015
Merrill Lynch   July 2011 - August 2014

Skills
ITIL, Incident Management, Problem Management, SQL, Requirements Analysis, Microsoft Office, Business Analysis, Process Improvement, Oracle, Tableau, Adobe Creative Suite, Data Warehousing, Service Desk Management, Technical Support, Help Desk Support, Problem Solving, Error Analysis, Performance Reporting, Maximo, Gomez, Root Cause Analysis, Post Event Analysis, Knowledge Management, Production Support, Troubleshooting, Discussion Facilitation, Brainstorm Facilitation, HTML, .NET, Investment Banking, Unix, Unix Shell Scripting, Agile Methodologies, PL/SQL, SDLC

Education
Texas A&M University - Mays Business School   2014 — 2016
MS - Management Information Systems, 4.00

Vellore Institute of Technology   2007 — 2011
Bachelor's Degree, Computer Science and Engineering, 3.92

Sri Chaitanya Junior College   2005 — 2007
High School, 95.9/100

St. Joseph's Public School   1993 — 2005
High School

Henry Talamantes Henry Talamantes Dallas/Fort Worth Area Details
Henry Talamantes's Merrill Lynch Experience June 2010 - August 2013
Job
Industry Management Consulting
Experience
Strategic Wealth Planning  September 2013 - March 2015
Merrill Lynch   June 2010 - August 2013
New York Life  August 2008 - October 2009

Skills
401k, Defined Contribution, Defined Benefit, Retirement Plan..., Qualified Retirement..., Business Planning, Small Business..., Small Business, Portfolio Management, Investment Strategies, Financial Services, Retirement Planning, Pensions, Asset Allocation, Retirement, Investments, Mutual Funds

Education
Texas A&M University - Mays Business School   2004 — 2008
Management, Entrepreneurship

Jeff Wood Jeff Wood Houston, Texas Details
Jeff Wood's Merrill Lynch Experience February 2013 - August 2013
Job Transaction Advisory Services at EY
Industry Financial Services
Experience
EY  June 2014 - Present
University of Houston  September 2012 - May 2014
Merrill Lynch   February 2013 - August 2013
Texas A&M Football   January 2010 - January 2012
Texas A&M University  2010 - 2012
Landmark Resources   May 2006 - July 2006

Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Analysis, Research, Public Speaking, Teamwork, Leadership Development, Sales, Excel, Writing, Event Planning, Outlook, Supervisory Skills, Coaching, Qualitative Research, Recruiting, Financial Modeling, DCF Valuation, Financial Statement..., M&A Modeling, Corporate Finance

Education
University of Houston, C.T. Bauer College of Business   2012 — 2014
Master of Business Administration (MBA), Accounting and Finance

Texas A&M University   2005 — 2009
Sports Management

Collegiate

Benjamin Swinney Benjamin Swinney Dallas, Texas Details
Benjamin Swinney's Merrill Lynch Experience May 2008 - August 2008
Job Operations Supervisor at Emco Contracting
Industry Logistics and Supply Chain
Experience
Emco Contracting   September 2015 - Present
Essendant  June 2015 - September 2015
Target  June 2010 - May 2015
Merrill Lynch   May 2008 - August 2008
Kidventure Inc.  May 2007 - August 2007

Skills
Team Building, Talent Management, Market Research, Supply Chain Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Sales, Marketing, Inventory Management, Leadership, Microsoft Word, Recruiting, Team Leadership, Operations Management

Education
Texas A&M University   2006 — 2010
Bachelor of Science (BS), Marketing

NCA

Steven Diaz Steven Diaz Houston, Texas Details
Steven Diaz's Merrill Lynch Experience May 2007 - May 2008
Job Senior Financial Analyst at Grayco Partners
Industry Financial Services
Experience
Grayco Partners  March 2014 - Present
Morgan Stanley  May 2011 - Present
UBS  January 2009 - May 2009
Merrill Lynch   May 2007 - May 2008
The Club at Carlton Woods  June 2005 - April 2007

Education
Texas A&M University   2008 — 2012
Finance

Texas A&M University - Mays Business School   2008 — 2012
BA, Finance

Pooja Soman Pooja Soman Bryan/College Station, Texas Area Details
Pooja Soman's Merrill Lynch Experience June 2013 - August 2013
Job Graduate Teaching Assistant at Texas A&M University
Industry Information Technology and Services
Experience
Texas A&M University  August 2013 - Present
Texas A&M University  July 2012 - Present
Merrill Lynch   June 2013 - August 2013
SunGard Global Services  July 2010 - July 2012

Skills
Java, Spring, Hibernate, WebSphere MQ, C, C++, Apache, Core Java, Struts, Perforce, JIRA, Tortoise SVN, Eclipse, MySQL, Microsoft SQL Server, SSAS 2008, SSRS, Report Builder 3.0, UML, jQuery, PHP, Test Driven Development, JUnit

Education
Texas A&M University   2012 — 2013
Master's degree, Management Information Systems, GPA: 3.875 / 4.0

Cummins College of Engineering   2006 — 2010
Bachelor of Engineering (BE), Information Technology

Daniel Cardella Daniel Cardella Tulsa, Oklahoma Details
Daniel Cardella's Merrill Lynch Experience August 1994 - August 1996
Job Petroleum Engineering
Industry Oil & Energy
Experience
Cimarex Energy  November 2014 - Present
EQT  May 2014 - August 2014
Endeavor Equity   June 2006 - June 2013
Millennium Partners  January 2000 - December 2005
Laterman & Co - The Palladin Group   January 1997 - December 1999
Merrill Lynch   August 1994 - August 1996

Skills
Hedge Funds, Venture Capital, Private Equity, Energy, Asset Management, Entrepreneurship, Investment Banking, Finance, Equities, Investments, Mergers

Education
Texas A&M University   2015 — 2015
Graduate Continuing Education Program, Harold Vance School of Petroleum Engineering

University of Pittsburgh   2012 — 2014
Master of Science (M.S.), Petroleum Engineering

University of Notre Dame   1992 — 1994
Bachelor of Science (B.S.), Finance

Joan Speer Joan Speer Brenham, Texas Details
Joan Speer's Merrill Lynch Experience 1982 - 1986
Job Math Teacher
Industry Education Management
Experience
Peregrine Pipeline Co., LP   2012 - Present
Granbury ISD  August 2009 - January 2012
Brenham ISD  July 2006 - August 2009
Altrusa International, Inc.   1991 - 1999
American Mothers, Inc.   1996 - 1998
Chase Bank  1986 - 1990
Literacy Advance of Houston  1983 - 1989
Merrill Lynch   1982 - 1986

Skills
Oil, Microsoft Office, Gas, Energy, Investments, Direct Sales, Education, Curriculum Development, Curriculum Writing, Curriculum Design, Investor Relations, Portfolio Management, Commodities, Training Seminars

Education
Texas A&M University
BBA, Finance, General

University of Houston-Clear Lake
MS, Finance, General

Beau J Schulgen Beau J Schulgen Houston, Texas Area Details
Beau J Schulgen's Merrill Lynch Experience 2010 - Present
Job Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch   2010 - Present

Education
Texas A&M University   2003 — 2006
B.S

Paul Marvin Paul Marvin Bryan/College Station, Texas Area Details
Paul Marvin's Merrill Lynch Experience September 1989 - May 1991
Job CEO at Downtown IT LLC
Industry Information Technology and Services
Experience
Downtown IT LLC   June 2012 - Present
IntelliThreat   September 2009 - June 2012
GKG.NET, INC.   July 1993 - September 2009
TAMU - Institute for Innovation and Design in Engineering   June 1991 - July 1993
Merrill Lynch   September 1989 - May 1991
Sherwood Capital   August 1987 - September 1989

Skills
Sales, Strategic Planning, Business Development, Finance, Budgets, Project Management, Engineering, Financial Analysis, Program Management, Team Leadership, Leadership, Web Services, Team Building, Start-ups, Microsoft Office, Cloud Computing, Business Planning, New Business Development, Sales Management, Analysis, Account Management, Management, Public Speaking, Customer Service, Operations Management, Microsoft Excel, Marketing Strategy, Entrepreneurship, Marketing, Contract Negotiation, Solution Selling, Negotiation, Business Analysis, Risk Management, Strategy, Project Planning, Process Improvement, Management Consulting

Education
Texas A&M University   1991 — 1994
BS, Mechanical Engineering - Design

Texas A&M University   1982 — 1986
BBA, Management / Finance

Stacey Adams Stacey Adams Baltimore, Maryland Area Details
Stacey Adams's Merrill Lynch Experience 1998 - 1999
Job President, Tastings Gourmet Market
Industry Retail
Experience
Tastings Gourmet Market   July 2006 - Present
sanofi-aventis  2000 - 2005
Merrill Lynch   1998 - 1999
Merrill Lynch   1993 - 1998

Skills
Sales Management, Marketing Strategy, New Business Development, Account Management, Sales, Forecasting, Negotiation, Purchasing, Retail, Strategic Planning, Product Development, Inventory Management, Sales Operations, Gourmet, Social Media Marketing, Marketing, Food

Education
Atelier Michel Cluizel   2009 — 2009
Diplome de Chocolat, Chocolate

L'Academie de Cuisine   2004 — 2004
Certificate, French Pastry & Baking

L'Academie de Cuisine   2003 — 2003
Certificate, French Culinary Techniques

Texas A&M University   1984 — 1993
BA, Finance

Lissa Buffaloe Lissa Buffaloe Houston, Texas Area Details
Lissa Buffaloe's Merrill Lynch Experience March 2008 - September 2008
Job Appraiser at Valbridge Property Advisors/The Gerald A. Teel Company, Inc.
Industry Commercial Real Estate
Experience
Valbridge Property Advisors  June 2013 - Present
ThoreenHale Commercial Real Estate Advisors   January 2011 - June 2013
Investment Realty Company, LC   May 2010 - August 2010
Merrill Lynch   March 2008 - September 2008

Skills
Appraisals, Leases, Market Research, Valuation, Property Management, Commercial Real Estate, Real Estate, Real Estate Economics

Education
Texas A&M University
Master of Science, Real Estate

Texas A&M University
Bachelor of Science

Colin Schickedanz Colin Schickedanz Houston, Texas Details
Colin Schickedanz's Merrill Lynch Experience November 2007 - December 2009
Job Energy Sales at Goldman Sachs
Industry Oil & Energy
Experience
Goldman Sachs  October 2013 - Present
GDF SUEZ  August 2012 - October 2013
Texas A&M University  August 2011 - August 2012
GDF SUEZ  May 2011 - August 2011
CIMA ENERGY  January 2011 - May 2011
Bloomberg  June 2010 - August 2010
Trafigura  January 2010 - May 2010
Merrill Lynch   November 2007 - December 2009

Skills
Bloomberg, Financial Modeling, VBA, Technical Analysis, Trading, Team Leadership, Business Ethics, Commodity Markets, Microsoft Excel, Data Analysis, Negotiation, SAS, Power Markets, Natural Gas Trading, Options Strategies, Valuation, Derivatives, Project Management, Risk Management, Game Theory, Futures Trading, Financial Statement..., Finance, Equities, Investments, Financial Risk, Analysis, Hedging, Portfolio Management, Financial Markets, Financial Analysis, Commodity

Education
Texas A&M University - Mays Business School   2011 — 2012
MS, Finance

Texas A&M University - Mays Business School   2007 — 2011
BS, Finance

Robert Kent Robert Kent Houston, Texas Area Details
Robert Kent's Merrill Lynch Experience May 1999 - January 2002
Job Application Engineer at SunSource
Industry Oil & Energy
Experience
SunSource  September 2014 - Present
Hydraulic Systems Inc.  September 2012 - September 2014
Self Employed - Project Management   August 2012 - September 2012
Transparent Value Funds   June 2011 - August 2012
Ohio National Financial Services  August 2008 - June 2011
Genworth Financial  December 2004 - August 2008
AG Edwards  February 2002 - December 2004
Merrill Lynch   May 1999 - January 2002
Mannesmann Rexroth  August 1994 - May 1999
Hydraquip Corporation   June 1992 - August 1994

Skills
Mechanical Engineering, Fluid Power, Project Management, MS Project, Hydraulics, Hydraulic Systems, Hydraulic Calculations, Oil/Gas, Manufacturing, Access, Strategic Planning, Financial Advisory, Program Management, Asset Managment, Contract Management, Engineering, Financial Services, Process Engineering, Six Sigma, Cross-functional Team..., Change Management, Leadership, Management, Risk Management, Energy, Salesforce.com, Negotiation, Operations Management, Gas, Sales Management, Team Building, Project Engineering, New Business Development, Contract Negotiation, Project Coordination, Life Insurance, Asset Management, Business Planning, Petroleum, Sales, Process Improvement, Project Planning, Product Development, Strategy, Business Process..., Business Development, Executive Management, Business Strategy

Education
University of St. Thomas (TX)   1992 — 1996
MBA, Marketing

Texas A&M University   1985 — 1991
BS, Mechanical Engineering

Krystle Billings Krystle Billings United States Details
Krystle Billings's Merrill Lynch Experience June 2004 - December 2004
Job Compliance Analyst at Eni
Industry Oil & Energy
Experience
Eni Trading & Shipping  September 2011 - Present
Department of Justice, Criminal Division   June 2014 - August 2014
Chevron  October 2010 - August 2011
Chevron  June 2006 - September 2010
Financial Industry Regulatory Authority  May 2005 - August 2005
Merrill Lynch   June 2004 - December 2004

Skills
Analysis, Internal Audit, Risk Assessment, Due Diligence, Leadership, Regulatory Compliance, Operational Risk..., Legal Research, Legal Writing, Legal Compliance

Education
University of Houston Law Center   2011 — 2015
Candidate for Juris Doctor

Texas A&M University   2002 — 2006
Bachelors of Business Administration, Finance

Sabeeh Khan Sabeeh Khan Dallas/Fort Worth Area Details
Sabeeh Khan's Merrill Lynch Experience 2008 - 2010
Job Corporate Development Manager at ECi Software Solutions
Industry Financial Services
Experience
ECi Software Solutions  2013 - Present
Collaborative Agreements LLC   2012 - 2013
Australian Institute of Entrepreneurship   2011 - 2011
Aggie Angel Network  2011 - 2011
Merrill Lynch   2008 - 2010
Merrill Lynch   2007 - 2008
Pointe Capital  2007 - 2007

Skills
Financial Modeling, Pitch Books, PowerPoint, Bloomberg Terminal, Salesforce.com, Capital IQ, Microsoft Excel, Corporate Finance, Finance, Portfolio Management, Financial Analysis, Forecasting, Valuation, Strategy, Management, Business Strategy, Mergers & Acquisitions, Corporate Development, Wall Street Prep, CRM, Analysis, Wealth Management, Relationship Management, Investments, Due Diligence, Market Research

Education
Texas A&M University - Mays Business School   2010 — 2012
MBA

University of Massachusetts, Amherst   2002 — 2006
Bachelor of Arts

Sherri Waddey Sherri Waddey Dallas/Fort Worth Area Details
Sherri Waddey's Merrill Lynch Experience January 1991 - December 1992
Job District Math Coach, Legacy Preparatory
Industry Professional Training & Coaching
Experience
Native Solutions, Inc.   March 2014 - July 2015
Crowley ISD  July 2011 - February 2014
Region 10 ESC and Independent Consulting   1995 - 2013
Rockwall High School, Rockwall ISD   January 1993 - July 2003
Merrill Lynch   January 1991 - December 1992
HDR Engineering  July 1984 - October 1988

Skills
Curriculum Design,..., Instructional Design..., Secondary Education -..., Teacher - Advanced..., Standardized Testing..., Education Consulting, Use of General and..., Creating Presentations..., Presenter - Adult..., Educational Consulting, Microsoft Word, Curriculum Design, E-Learning, Teacher Training, Training, K-12, Staff Development, Tutoring, Curriculum Development, Editing, Writing, Nonprofits, Teaching, Management, Public Speaking, Administration, Research, Human Resources

Education
Texas A&M University - Commerce   2004 — 2010
Masters of Education, Educational Administration

Texas A&M University   1974 — 1978
B.S. Education Curriculum & Instruction, Mathematics and Psychology

Texas A&M University - College Station   1974 — 1978
B.S., Curriculum and Instruction

Ashlyn Flurry Ashlyn Flurry Dallas/Fort Worth Area Details
Ashlyn Flurry's Merrill Lynch Experience May 2015 - Present
Job Associate Contractor Development at ISN
Industry Public Relations and Communications
Experience
Merrill Lynch   May 2015 - Present
ISN Software Corporation  April 2014 - April 2015
AT&T Mobility  May 2012 - April 2014
AT&T  October 2011 - April 2012
Ceriani e Associati (Ceriani and Associates)   January 2011 - May 2011
Messina Hof Winery and Resort  April 2010 - August 2010
In-Home Healthcare   May 2008 - August 2008
Memorial Hermann Baptist Hospital  May 2008 - July 2008

Skills
Sales, Customer..., Training, Social Media, Public Speaking, Advertising, Marketing Strategy, Social Media Marketing, Management, Microsoft Office, Marketing, Leadership, Sales, Customer Service

Education
Texas A&M University   2007 — 2011
International Studies, Italian

Università Cattolica del Sacro Cuore

Mark Radulovich Mark Radulovich Houston, Texas Area Details
Mark Radulovich's Merrill Lynch Experience September 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2013 - Present

Skills
Business Process..., ITIL, Risk Management, IT Strategy, Business Analysis, Enterprise Architecture, Senior Stakeholder..., Project Management, PMO, Software Project..., Program Management, Project Portfolio..., Asset Allocation, Wealth Management, Retirement Planning, Portfolio Management, Portfolio Optimization, Structured Finance, Personal Financial..., Financial Guidance, Quantitative Finance, portfolio planning, Portfolio Assessment, Banking, Stakeholder Management, Financial Reporting, Architecture, Machine Learning, Project Delivery, Predictive Analytics, Predictive Modeling, Senior Program..., Management, Change Management, Leadership, Analysis, Business Planning, Executive Management, Project Planning, Business Process, Governance, Management Consulting, Strategic Partnerships, Business Transformation, Business Intelligence, SDLC

Education
The University of Chicago - Booth School of Business   2013 — 2013
CIMA Program, Banking, Corporate, Finance, and Securities Law

Texas A&M University - Mays Business School   1996 — 1998
MBA, Strategy

Texas A&M University   1988 — 1993
BBA, International Management

Ali Houshmand Ali Houshmand Austin, Texas Details
Ali Houshmand's Merrill Lynch Experience June 2005 - August 2005
Job Real Estate Portfolio Manager at Texas Permanent School Fund
Industry Real Estate
Experience
Texas Permanent School Fund  December 2014 - Present
The Iron Yard  April 2014 - June 2014
Arcapita  February 2008 - March 2014
Sama Dubai   April 2007 - February 2008
Gladstone Commercial   June 2006 - March 2007
Merrill Lynch   June 2005 - August 2005
JPMorgan Chase  June 2001 - June 2004

Skills
Real Estate Development, Due Diligence, Financial Modeling, Portfolio Management, Asset Managment, Private Equity, Financial Analysis, Mergers & Acquisitions, Credit Analysis, Real Estate Investment, Underwriting, Investments, Investment Properties, Real Estate, Capital Markets, Asset Management, Management, Business Planning, Business Development, Finance, Entrepreneurship, Venture Capital, Acquisitions, Project Planning, iOS development, Objective-C

Education
University of Virginia - Darden Graduate School of Business Administration   2004 — 2006
MBA

Texas A&M University   1996 — 2000
B.A., Economics / International Studies

John Alvar John Alvar Houston, Texas Area Details
John Alvar's Merrill Lynch Experience October 2005 - February 2006
Job Solution Architect
Industry Information Technology and Services
Experience
Chevron  October 2011 - Present
JP Morgan Chase  April 2010 - October 2011
BP Exploration and Production  November 2009 - April 2010
BP North America Gas And Power   January 2006 - November 2009
Merrill Lynch   October 2005 - February 2006
Shell  October 2002 - October 2005
Enron  January 2000 - October 2002

Skills
.NET, JAVA, Oracle SQL, Visual C#, ASP.NET, UML, Access, GIS, HTML, J2EE, Visio, Weblogic, XML, FIX Protocol, Aegis, dotTrace, ANTS Profiler, Java, SQL, Agile Methodologies, Software Development

Education
Texas A&M University
B.S. Computer Science

University of Houston Clear Lake
Masters of Computer Science

University of Houston-Clear Lake
MS Computer Science, Database Design

Ali Terry Ali Terry Houston, Texas Area Details
Ali Terry's Merrill Lynch Experience June 2005 - August 2005
Job
Industry Investment Management
Experience
WhiteHorse Capital Partners   March 2007 - June 2010
Challenger Capital Group  August 2006 - March 2007
Merrill Lynch   June 2005 - August 2005
Citigroup Asset Management  August 2001 - May 2004

Skills
Hedge Funds, Valuation, Portfolio Management, Equity Research, Investment Banking, Financial Modeling, Equities, Investments, Capital Markets

Education
The University of Texas at Austin - Red McCombs School of Business   2004 — 2006
MBA, Finance

Texas A&M University   1997 — 2001
BBA, Finance

Tara Walters Tara Walters Dallas/Fort Worth Area Details
Tara Walters's Merrill Lynch Experience January 2008 - Present
Job Director at Merrill Lynch
Industry Banking
Experience
Merrill Lynch   January 2008 - Present
Merrill Lynch   March 2005 - December 2007

Skills
Investments, Portfolio Management, Wealth Management, Series 7, Banking, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Financial Planning, Fixed Income, Management, Mutual Funds, Risk Management, Securities

Education
Texas A&M University   1999 — 2003
Business, Marketing

Texas A&M University - Mays Business School   1999 — 2003

Guy Rowland Guy Rowland Austin, Texas Area Details
Guy Rowland's Merrill Lynch Experience January 2002 - August 2003
Job Director Global Solutions Excellence Center at Dell Inc
Industry Computer Hardware
Experience
Dell  January 2010 - Present
Dell  September 2003 - January 2010
Merrill Lynch   January 2002 - August 2003
The Equine Clinic   August 1980 - September 2001

Skills
Management, Cross-functional Team..., Project Management, Team, Storage, Program Management, Process Improvement, Product Marketing, Vendor Management, Team Leadership, Pre-sales, Virtualization, Data Center, Leadership, Channel Partners, Sales Operations, Partner Management

Education
The University of Texas at Austin - Red McCombs School of Business   1999 — 2001
MBA, Business Management

Texas A&M University   1977 — 1980
DVM, Veterinary Medicine

Texas A&M University   1974 — 1977
BS, Animal Science

Ben Israel Ben Israel Shreveport, Louisiana Details
Ben Israel's Merrill Lynch Experience June 2010 - August 2010
Job Engineer at Cypress Operating
Industry Oil & Energy
Experience
Cypress Operating   July 2011 - Present
Merrill Lynch   June 2010 - August 2010
Anadarko Petroleum - Delaware Basin   July 2007 - May 2009
Anadarko  2005 - 2007
Anadarko  2004 - 2005

Education
The University of Chicago Booth School of Business   2009 — 2011
MBA, Business

Texas A&M University   1999 — 2004
Bachelor of Science (BS), Petroleum Engineering

Andrea Mulvey Andrea Mulvey Houston, Texas Area Details
Andrea Mulvey's Merrill Lynch Experience January 2007 - May 2007
Job Associate Director, Property Facultative
Industry Insurance
Experience
Aon Benfield  September 2014 - Present
Aon Risk Services  February 2008 - September 2014
TopSource Global Solutions   May 2007 - August 2007
Merrill Lynch   January 2007 - May 2007
UBS  April 2006 - September 2006

Skills
Commercial Insurance, Underwriting, Casualty, Brokers, Insurance Brokerage, Insurance, Liability, Risk Management, Energy, Financial Risk, Licensed Property &..., Reinsurance, Oil & Gas Industry, Property & Casualty..., Workers Compensation

Education
Texas A&M University   2003 — 2007
BS, Economics & Political Science

Brian Yoffe Brian Yoffe Houston, Texas Area Details
Brian Yoffe's Merrill Lynch Experience January 2010 - Present
Job Director at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch   January 2010 - Present
JPMorgan Chase  2004 - January 2010
Reliant Resources  August 2000 - July 2004
Hardy Software Systems   1998 - 2000

Skills
Trading Systems, Trading, Software Development, Vendor Management, SOA, Equities, Derivatives, Market Data, Commodity, Electronic Trading, Unix, Agile Methodologies, Fixed Income, Analysis, SDLC, Investment Banking, Low Latency, Equity Derivatives, Reference Data

Education
Texas A&M University   1994 — 1998

Dee Dee Babcock Dee Dee Babcock Dallas/Fort Worth Area Details
Dee Dee Babcock's Merrill Lynch Experience January 2005 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2005 - Present
American Express  2001 - 2005

Skills
Series 7

Education
Texas A&M University   1993 — 1997

Stephen Strickland Stephen Strickland Houston, Texas Area Details
Stephen Strickland's Merrill Lynch Experience October 1996 - April 2011
Job Managing Director, Natural Gas Trading
Industry Oil & Energy
Experience
Martin Energy Trading LLC   May 2014 - Present
Martin Energy Trading LLC   November 2012 - Present
Fuel Exchange   May 2012 - November 2012
Merrill Lynch   October 1996 - April 2011
Sabine Hub Services, Texaco Natural Gas   July 1994 - October 1996

Skills
Energy Trading, Natural Gas, Commodity, Commodity Markets, Derivatives, Energy, Energy Markets, Financial Analysis, Financial Modeling, Hedging, Natural Gas Trading, Options, Valuation, Market Risk, Trading, Commodity Risk...

Education
Texas A&M University   1989 — 1994
Bachelor of Business Administration (BBA), Finance

Allen Hynes Allen Hynes Houston, Texas Area Details
Allen Hynes's Merrill Lynch Experience August 2003 - February 2008
Job ManagerFinance at Greystar
Industry Real Estate
Experience
Greystar  April 2011 - Present
Prosperity Bank  February 2010 - September 2010
North Houston Bank  April 2008 - March 2010
Merrill Lynch   August 2003 - February 2008
Merrill Lynch Capital  2003 - 2008

Skills
Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Underwriting, Real Estate Economics, Portfolio Management, Loan Origination, Financial Analysis, Real Estate, Banking

Education
Texas A&M University - Mays Business School   1997 — 2002
Master's degree, Rea Estate

Daniel Kulvicki Daniel Kulvicki Austin, Texas Area Details
Daniel Kulvicki's Merrill Lynch Experience March 2006 - July 2009
Job Director, Global Forecourt Engineering at Wayne, A GE Energy Business
Industry Oil & Energy
Experience
Wayne, A GE Energy Business  December 2013 - Present
Wayne, A GE Energy Business  March 2011 - Present
Vargo Companies  July 2009 - March 2011
Merrill Lynch   March 2006 - July 2009
Software Architects  2004 - 2006

Skills
SDLC, XML, Oracle, Application Architecture, Business Analysis, Enterprise Architecture, .NET, SOA, Test Driven Development, WCF, Agile Methodologies, Java, Software Development, SSIS, Sybase, C#, Engineering Management, TFS, Risk Management, Microsoft SQL Server

Education
Texas A&M University   2000 — 2004
Bachelor of Science (BS), Computer Engineering

Terry Quirk Terry Quirk Greater New York City Area Details
Terry Quirk's Merrill Lynch Experience May 2005 - December 2008
Job Senior Program / Project Manager in Technology & Financial Services
Industry Financial Services
Experience
Trianz  December 2013 - September 2014
Phoenix Management Consulting   January 2013 - December 2013
Morgan Stanley  March 2012 - November 2012
Deutsche Bank  January 2011 - December 2011
Barclays Capital  October 2009 - January 2011
Fannie Mae  February 2009 - September 2009
Merrill Lynch   May 2005 - December 2008
Morgan Stanley  January 2004 - May 2005
Fast Path Consulting Inc.   January 1998 - December 2003

Skills
Program Management, Project Portfolio..., Programme Governance, Vendor Management, Electronic Trading, Low Latency Trading, Trading Systems, Securities Regulation, Equities, Derivatives, SDLC, PMO, Business Analysis, Risk Management, Management Consulting, Governance, Project Management, Software Project..., Financial Services, Databases, Change Management, Outsourcing, Reference Data, Trading, Market Data, Exchange Connectivity, Integration, Software Development, Requirements Analysis, Business Intelligence, Enterprise Architecture, PMP, Agile Project Management, Agile Methodologies, Management, Portfolio Management, Product Management, IT Strategy, Consulting, Software Documentation, Project Planning, Analytics, Financial Risk, ITIL, Infrastructure, Low Latency, Fixed Income, CRM, Sybase, Investment Banking

Education
University of California, San Diego
Master's degree, Neuroscience

Texas A&M University
B.S., Biology

Mackenzie Wheatley Mackenzie Wheatley Washington D.C. Metro Area Details
Mackenzie Wheatley's Merrill Lynch Experience October 2007 - February 2008
Job VP Commercial Banking, WashingtonFirst Bank
Industry Banking
Experience
WashingtonFirst Bank  January 2013 - Present
WashingtonFirst Bank  September 2010 - December 2012
WashingtonFirst Bank  March 2008 - August 2010
Merrill Lynch   October 2007 - February 2008
Keel Point, LLC   2005 - 2007
American Anglican Council   January 2004 - January 2005

Skills
Banking, Banking Relationships, Commercial Banking, Credit, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Private Banking, Risk Management, Commercial Lending

Education
Texas A&M University   1999 — 2003
B.S., Political Science

Aditya Saini Aditya Saini Galveston, Texas Details
Aditya Saini's Merrill Lynch Experience February 2008 - September 2008
Job Senior Manager, Partnership Marketing
Industry Sports
Experience
Houston Dynamo  March 2009 - Present
Free World Entertainment   April 2008 - Present
AssetNation  September 2008 - March 2009
Houston Dynamo  January 2008 - March 2009
Merrill Lynch   February 2008 - September 2008

Skills
Ticket Sales, Sponsorship, Sports Management, Sports Marketing, Sports, Event Management, Marketing, Sponsorship Sales, Soccer, Social Media Marketing, Sponsorship Activation, Event Planning, Television, Broadcast, Radio, Social Media, Social Networking, Management, Sales, Public Relations

Education
University of Houston   2006 — 2008
BBA, Management & Marketing

Texas A&M University   2004 — 2006
Management, Finance

David McEver David McEver Houston, Texas Area Details
David McEver's Merrill Lynch Experience May 2004 - May 2008
Job Meteorologist / Programmer Myself
Industry Oil & Energy
Experience
West Oaks Energy, LP  January 2013 - March 2015
Inertia Power   October 2013 - November 2014
Draxis Energy Management L.P.   July 2008 - December 2012
Merrill Lynch   May 2004 - May 2008
Koch Industries  May 1999 - May 2004
The Weather Channel  May 1996 - May 1999

Skills
Commodity Markets, Commodity, Natural Gas, Weather, Energy, Wind, Trading, Meteorology, Weather Forecasting, Energy Markets, Data Analysis, Forecasting, Risk Management, Statistical Modeling, MySQL, Microsoft SQL Server, Matlab, Microsoft Excel, Unix, Perl, Java, Python, C, Fortran, C#, Linux, Golf, Fishing

Education
Texas A&M University   1993 — 1996
Master of Science (M.S.), Meteorology

Texas A&M University   1988 — 1992
Bachelor of Science (B.S.), Meteorology

Branigan Mulcahy Branigan Mulcahy Austin, Texas Details
Branigan Mulcahy's Merrill Lynch Experience May 2010 - December 2011
Job Vice President of Acquisitions at Cielo Property Group
Industry Venture Capital & Private Equity
Experience
Cielo Property Group   March 2014 - Present
World Class Capital Group  May 2012 - March 2014
Merrill Lynch   May 2010 - December 2011
United States Marine Corps  September 2004 - September 2008

Skills
Financial Modeling, Valuation, Financial Analysis, Strategic Planning, Asset Managment, Investments, Security Clearance, Due Diligence, Military, Government, Mergers, Military Operations, DoD, Cross-functional Team..., National Security, Mergers & Acquisitions, Asset Management, Private Equity, Strategy, Corporate Finance, Risk Management, Analysis, Portfolio Management, Competitive Analysis

Education
University of Virginia - Darden Graduate School of Business Administration   2008 — 2010
MBA

Texas A&M University   2001 — 2004
BA, Political Science

Dennis Stasio Dennis Stasio Houston, Texas Area Details
Dennis Stasio's Merrill Lynch Experience March 2005 - August 2008
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch  August 2015 - Present
Whitney Bank  October 2014 - July 2015
Regions Financial Corporation  March 2014 - October 2014
BBVA Compass  September 2010 - March 2014
Citibank Texas, N.A.   August 2008 - October 2010
Merrill Lynch   March 2005 - August 2008
Amegy Bank  October 2003 - March 2005

Skills
Commercial Banking, Loans, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Small Business Lending, Treasury Management, Banking, Underwriting, Financial Analysis, Lines Of Credit, Credit Risk, Investments, Asset Based Lending, Mortgage Lending, Loan Origination, New Business Development, Retail Banking

Education
Texas A&M University   2000 — 2003
Bachelor of Science (B.S.), Economics

Dale Daniel Dale Daniel Jacksonville, Florida Area Details
Dale Daniel's Merrill Lynch Experience 2007 - 2009
Job Project Manager/Design Team Lead at Bank of America
Industry Information Technology and Services
Experience
Bank of America  February 2009 - Present
Merrill Lynch   2007 - 2009
Booz Allen Hamilton  January 2000 - January 2007
Unites States Marine Corps  August 1989 - January 2000

Education
University of San Diego   2002 — 2006
MBA, Management

Texas A&M University   1984 — 1989
Civil Engineering / Architecture, Construction Science

Christine Brandewie Christine Brandewie Houston, Texas Area Details
Christine Brandewie's Merrill Lynch Experience May 2011 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 2011 - Present
Agennix  October 2010 - May 2011
Vivante GMP Solutions, Inc.   June 2009 - July 2009
Introgen Technical Services, Inc.   November 2008 - June 2009
Introgen Therapeutics, Inc.   June 2001 - November 2008
Regulatory Outsouce Consulting   March 2003 - August 2003
Agennix  November 1999 - June 2001

Skills
Biotechnology, Quality Assurance, GMP, Sop, Quality System, Regulatory Submissions, Auditing, Lifesciences, Regulatory Affairs, Pharmaceutical Industry, Quality Control, Clinical Research, FDA, Validation, Clinical Monitoring, Technology Transfer, Change Control, Clinical Trials, 21 CFR Part 11

Education
Texas A&M University   1994 — 1998
BS, Biomedical Science

Montie Callager Montie Callager Houston, Texas Area Details
Montie Callager's Merrill Lynch Experience 2004 - 2008
Job Director, Gas Control & Scheduling at Targa Resourc
Industry Oil & Energy
Experience
Targa Resourc   September 2009 - Present
Shell Energy North America  2009 - 2009
Merrill Lynch Commodities, Inc.   2004 - 2009
Merrill Lynch   2004 - 2008
Entergy-Koch Trading, LP   1998 - 2004
Koch Industries  1979 - 1995
Koch Industries  1979 - 1995

Skills
Natural Gas, Gas, Scheduling, Transportation, Energy, Pipelines, Process Scheduler, Trading, Energy Markets, Petroleum, Business Development, Commodity, Commodity Markets, Energy Industry, Risk Management, Oil & Gas, Hedging, Management, Contract Management, Financial Modeling, Contract Negotiation, Options, Derivatives, Upstream

Education
University of St. Thomas Houston, TX   1990 — 1995
BA, Marketing

Texas A&M University   1975 — 1977
Petroleum Engineering

Phillip Larson Phillip Larson Dallas/Fort Worth Area Details
Phillip Larson's Merrill Lynch Experience June 2003 - August 2003
Job Senior Accountant at Orthofix
Industry Medical Devices
Experience
Orthofix  January 2015 - Present
Orthofix  June 2010 - December 2014
Orthofix  February 2009 - June 2010
Concentra  November 2007 - November 2008
Cottonwood Financial  June 2005 - November 2007
Hibernia National Bank  May 2004 - June 2005
Merrill Lynch   June 2003 - August 2003

Skills
Financial Modeling, Leadership, Forecasting, Management, Sales, Finance, Account Management

Education
Texas A&M University   1999 — 2004
BBA, Finance

Texas A&M University - Mays Business School   1999 — 2004
Finance, Finance

Sreenivas Muthukrishnan Sreenivas Muthukrishnan Greater New York City Area Details
Sreenivas Muthukrishnan's Merrill Lynch Experience 2001 - 2003
Job AVP at Nomura
Industry Financial Services
Experience
Nomura  May 2015 - Present
Flextrade  October 2008 - May 2015
Jefferies  2006 - 2008
Tadawul   2004 - 2006
Pacific Stock Exchange  July 2003 - February 2004
Merrill Lynch   2001 - 2003

Education
Texas A&M University   1999 — 2001
M.S

David Freer David Freer Houston, Texas Area Details
David Freer's Merrill Lynch Experience June 2009 - August 2009
Job Director, Finance & Corporate Development at Rubicon Oilfield International
Industry Oil & Energy
Experience
Rubicon Oilfield International   September 2015 - Present
CSL Capital Management, LLC  June 2012 - August 2015
Simmons & Company International  July 2010 - June 2012
Merrill Lynch   June 2009 - August 2009
Merrill Lynch   April 2008 - March 2009

Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Accounting, Investments, Bloomberg, Mergers & Acquisitions, LBO, Private Equity, Equity Research, Capital Markets, Restructuring, Finance

Education
Texas A&M University - Mays Business School   2005 — 2010
Master of Science (M.S.), Accounting/Finance

evan axelrad evan axelrad Greater New York City Area Details
evan axelrad's Merrill Lynch Experience 2007 - 2009
Job Sr Developer Programmer at ETF Securities
Industry Information Technology and Services
Experience
ETF Securities  October 2013 - Present
Van Eck Global  2009 - August 2013
Merrill Lynch   2007 - 2009
Thomson Reuters  1998 - 2006

Skills
SQL, Databases, Microsoft SQL Server, Database Design

Education
Texas A&M University
BS, Computer Science

Lance Whitworth Lance Whitworth Dallas/Fort Worth Area Details
Lance Whitworth's Merrill Lynch Experience August 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2007 - Present
A.G. Edwards & Sons, Inc.   May 2005 - August 2007

Skills
Investments, Series 7, Wealth Management, Asset Management, Financial Modeling, Portfolio Management, Valuation

Education
Texas A&M University

Paul Kuo Paul Kuo San Antonio, Texas Details
Paul Kuo's Merrill Lynch Experience July 2009 - December 2010
Job Managing Partner at Red Bridge Energy
Industry Investment Management
Experience
Red Bridge Energy   November 2013 - Present
Proforma  May 2013 - Present
Assessment Technologies LTD  July 2012 - Present
Merrill Lynch   July 2009 - December 2010
J.P. Morgan   November 2004 - July 2009
Raymond James Financial Inc.  2002 - 2004
Merrill Lynch   2000 - 2001
USAA  1998 - 2000
Merrill Lynch   1992 - 1998

Skills
Corporate Strategy..., Marketing Strategy, New Business Development, Sales, Corporate Sales..., Certified Financial..., Investment Strategies, Hedge Funds, Private Equity, Private Banking, Alternative Investments, Real Estate, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Finance, Wealth Management, Financial Services, Due Diligence, Insurance, Estate Planning

Education
The University of Texas at Austin - Red McCombs School of Business   1998 — 2000
MBA, Business Administration

Texas A&M University   1987 — 1991
Bachelor of Arts (BA), Chemistry

Christopher Moore, CFP®, CRPC®, MBA Christopher Moore, CFP®, CRPC®, MBA Brenham, Texas Details
Christopher Moore, CFP®, CRPC®, MBA's Merrill Lynch Experience November 2011 - November 2013
Job Director of Financial Planning, Retirement Income Planners
Industry Investment Management
Experience
Retirement Income Planners   June 2015 - Present
US Navy Reserve  October 2011 - Present
JPMorgan Chase Bank, N.A.   November 2013 - June 2015
Merrill Lynch   November 2011 - November 2013
USAA  February 2011 - November 2011
Morgan Stanley  May 2010 - February 2011
Peak Investments   January 2007 - May 2010

Skills
Customer Service, Insurance, Process Improvement, Sales, Series 63, Team Building

Education
Texas A&M University   2014 — 2014
Certified Financial Planner Program

Texas A&M University-Commerce   2011 — 2013
MBA, Accounting, 3.58

Texas A&M University   2001 — 2008
BS, Agricultural Economics, Spanish, 3.04

Rhonda Barclay Rhonda Barclay Houston, Texas Area Details
Rhonda Barclay's Merrill Lynch Experience 2003 - 2009
Job at Barclay Financial Services
Industry Financial Services
Experience
LPL Financial  April 2009 - Present
Barclay Financial Services   April 2009 - Present
Merrill Lynch   2003 - 2009
Banc One Securities  1990 - 2003
Cullen Bank   1989 - 1991

Education
Texas A&M University   1982 — 1986
BS, Economics, General Business

Dawn Stephens Dawn Stephens Houston, Texas Details
Dawn Stephens's Merrill Lynch Experience March 2015 - Present
Job Compliance Administrative Assistant
Industry Financial Services
Experience
Merrill Lynch   March 2015 - Present
RBC Wealth Management  September 2011 - March 2015
Raymond James & Associates, Inc   January 2008 - August 2011
RBC Dain Rauscher  September 2006 - December 2007
Dain Rauscher  2000 - 2002
Michael J. Chaney, M.D   1997 - 1999
Micro-Flo Industries   1992 - 1997

Education
Texas A&M University
Bachelor of Science, Psychology

John Pepper John Pepper Austin, Texas Area Details
John Pepper's Merrill Lynch Experience November 2001 - May 2003
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners  November 2013 - Present
Allstate Financial  April 2006 - Present
Capital One  November 2004 - April 2006
Legg Mason  May 2003 - November 2004
Merrill Lynch   November 2001 - May 2003
Simplex  1993 - 1998

Education
Texas A&M University   1981 — 1986
Bachelor of Arts, History

Teh American School in London (England)   1979 — 1981
High School Diploma

Payton Mayes Payton Mayes Dallas/Fort Worth Area Details
Payton Mayes's Merrill Lynch Experience July 2000 - February 2012
Job Partner at Cephas Partners (advisor to Blackstone Real Estate Private Equity)
Industry Real Estate
Experience
Cephas Partners   February 2012 - Present
Merrill Lynch   July 2000 - February 2012

Skills
Chartered Financial...

Education
Texas A&M University   1998 — 2000
MBA, Finance

Texas A&M University   1995 — 1998
Bachelor of Science (BS), Agribusiness

Stephen Medina Stephen Medina Corpus Christi, Texas Details
Stephen Medina's Merrill Lynch Experience May 1994 - Present
Job First Vice President/International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   May 1994 - Present

Skills
Options, Equities, Fixed Income, Portfolio Management, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Alternative Investments, Wealth Management..., ETFs, Investment Strategies, Retirement Planning, Bonds, Securities, Financial Services, Private Equity, Communication Skills, Investments, Finance

Education
Texas A&M University   1987 — 1992
Business, Marketing

Clayton Nall Clayton Nall Sugar Land, Texas Details
Clayton Nall's Merrill Lynch Experience September 2004 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch   September 2004 - Present
Capstone Asset Management  November 1999 - August 2004
Spires Financial, L.P.   August 1997 - October 1999
AIM Investments  December 1996 - July 1997

Education
Texas A&M University
BBA

JOHN TROY VAUGHN JR JOHN TROY VAUGHN JR Dallas/Fort Worth Area Details
JOHN TROY VAUGHN JR's Merrill Lynch Experience January 1970 - December 1973
Job PRESIDENT at JTV&A
Industry Financial Services
Experience
JTV&A   1974 - Present
Merrill Lynch   January 1970 - December 1973
IBM  April 1964 - December 1967

Skills
Strategic Planning, New Business Development, Business Strategy, Customer Service, Team Building, Financial Analysis, Sales Management, Marketing Strategy, Project Management, Insurance, Risk Management, Management, Marketing, Negotiation, Business Development, Sales, Leadership, Public Speaking, Budgets, Mergers & Acquisitions

Education
Texas A&M University   1956 — 1960
Bachelor of Arts (B.A.), History

The University of Texas at Austin   1958 — 1958
Summer Courses, History

Ray Vale Ray Vale United States Details
Ray Vale's Merrill Lynch Experience August 2008 - June 2009
Job at Koch Energy Services, LLC
Industry
Experience
Koch Energy Services, LLC  September 2013 - Present
Koch Energy Services, LLC  March 2011 - November 2013
Deutsche Bank  August 2009 - November 2010
Merrill Lynch   August 2008 - June 2009
Merrill Lynch   July 2006 - August 2008

Education
Texas A&M University   1990 — 1994
Bach.Sc., Economics

Abby Dinkins Abby Dinkins Westlake Village, California Details
Abby Dinkins's Merrill Lynch Experience August 2007 - November 2012
Job Senior Financial Advisor at The KBT Group : Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC  November 2012 - Present
Merrill Lynch   August 2007 - November 2012

Skills
Retirement Planning, Mutual Funds, Alternative Investments, Investment Strategies, Investments, Securities, 401(k) Rollovers, Asset Allocation, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation, Financial Advisory, Financial Analysis, Financial Services, Fixed Income Strategies, Insurance, Investment S, Retirement, Retirement Plan..., Retirement Plann, Retirement Savings, Risk Management, Securi, Multi-generational..., Stock Analysis, Strategic Planning, Estate Planning...

Education
Texas A&M University   2002 — 2006
Bachelor, Economics

Justin Keith Justin Keith Houston, Texas Area Details
Justin Keith's Merrill Lynch Experience September 2011 - Present
Job Financial Advisor, Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch   September 2011 - Present

Education
Texas A&M University

Cameron McLeroy CFP CRPC AAMS Cameron McLeroy CFP CRPC AAMS Houston, Texas Area Details
Cameron McLeroy CFP CRPC AAMS's Merrill Lynch Experience January 2006 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2006 - Present

Skills
Fixed Income, Series 7, Equities, Asset Management, Retirement, Wealth Management..., Investment Strategies, Portfolio Management, Mutual Funds, Series 65, Estate Planning, Financial Advisory, Financial Analysis, Investments, Retirement Planning, Risk Management, Wealth, Wealth Management

Education
Texas A&M University   1986 — 1992
Bachelor of Science (BS)

amad owidi amad owidi Houston, Texas Area Details
amad owidi's Merrill Lynch Experience May 2007 - August 2010
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  August 2010 - Present
Merrill Lynch   May 2007 - August 2010

Skills
Mutual Funds, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Financial Planning, Series 63

Education
Texas A&M University
Bachelor's degree

University of St. Thomas (TX)
Master of Business Administration (MBA), Finance

Dane Power Dane Power Houston, Texas Area Details
Dane Power's Merrill Lynch Experience July 2007 - March 2009
Job Division Manager at Republic Services
Industry Environmental Services
Experience
Republic Services  May 2014 - Present
Republic Services Inc  March 2009 - Present
Merrill Lynch   July 2007 - March 2009
Cintas  May 2001 - July 2007

Skills
Team Building, Forecasting, Customer Service, Customer Retention, Budgets, Income Statement, Sales Management, Process Improvement, Operations Management, Waste Management, Waste, Contract Negotiation

Education
Texas A&M University   1999 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Natalie Lane Natalie Lane College Station, Texas Details
Natalie Lane's Merrill Lynch Experience June 2012 - May 2013
Job Financial Analyst
Industry Financial Services
Experience
Alaro, Inc.   May 2013 - August 2015
Merrill Lynch   June 2012 - May 2013
Quantum Resources Management, LLC  May 2011 - August 2011

Skills
Sage 50, Accounting, Microsoft Excel, Internal Audit, Bank Reconciliation, Accounts Payable, Accounts Receivable, Sales & Use Tax, Property Tax, Motor Vehicle Rental Tax, Heavy Duty Diesel Tax, Audits of Employee..., Cash Flow Forecasting, Leadership, Time Management

Education
Texas A&M University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Clay Paschall Clay Paschall Houston, Texas Area Details
Clay Paschall's Merrill Lynch Experience October 2012 - May 2014
Job Analyst at Hines
Industry Real Estate
Experience
Hines  January 2015 - Present
Hines  May 2014 - August 2014
Merrill Lynch   October 2012 - May 2014
MetroBank, NA  May 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Technical Analysis, Bloomberg Terminal

Education
Texas A&M University   2013 — 2014
Master of Real Estate, Land Economics & Real Estate

Texas A&M University   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Strake Jesuit College Preparatory

Marjorie Saenz Marjorie Saenz Sachse, Texas Details
Marjorie Saenz's Merrill Lynch Experience 2001 - 2002
Job Benefits Specialist at Aflac
Industry Insurance
Experience
Aflac  September 2006 - Present
Merrill Lynch   2001 - 2002
Aid Association for Lutherans  1997 - 2000

Education
Texas A&M University

Courtney Casey Courtney Casey Houston, Texas Details
Courtney Casey's Merrill Lynch Experience November 2010 - January 2011
Job at
Industry Oil & Energy
Experience
Vitol Group of Companies  May 2014 - Present
Musket Corp  November 2012 - May 2014
BP  July 2011 - November 2012
Merrill Lynch   November 2010 - January 2011

Skills
Energy Industry, Natural Gas, Petroleum, Commodity Markets, Derivatives, Energy, Financial Risk, Financial Analysis, Gas, Commodity

Education
Texas A&M University   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General

Jeff Reina Jeff Reina Houston, Texas Details
Jeff Reina's Merrill Lynch Experience 1996 - 1997
Job Vice President & Owner at TriFection Remodeling & Construction
Industry Construction
Experience
TriFection Remodeling & Construction   February 2011 - Present
Bank of America Merrill Lynch  June 2002 - February 2011
Credit Suisse  August 2001 - May 2002
Washington Mutual  1997 - 1999
Merrill Lynch   1996 - 1997
Olde Stockbrokers  1994 - 1996

Skills
Asset Management, Business Strategy, Financial Analysis, Management, Customer Service, Valuation

Education
New York University - Leonard N. Stern School of Business   1999 — 2001
Master of Business Administration (MBA), Finance and Accounting

Texas A&M University   1989 — 1993
Bachelor of Science, Economics

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