Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Collin Hart Collin Hart's Merrill Lynch Experience October 2008 - Present
Job
Industry Investment Management
Experience
Merrill Lynch October 2008 - Present
Skills
Series 7, Asset Management, Investments, Series 66, Fixed Income, Derivatives, Equities, Alternative Investments, CAIA, Private Equity, Hedge Funds, Due Diligence, Risk Management
Education
Texas Christian University 2002 — 2006
Bachelor of Science (B.S.), Political Science and Government
Trinity College, Dublin 2005 — 2005
IES Study Abroad
Merrill Lynch October 2008 - Present
Skills
Series 7, Asset Management, Investments, Series 66, Fixed Income, Derivatives, Equities, Alternative Investments, CAIA, Private Equity, Hedge Funds, Due Diligence, Risk Management
Education
Texas Christian University 2002 — 2006
Bachelor of Science (B.S.), Political Science and Government
Trinity College, Dublin 2005 — 2005
IES Study Abroad
Jason Campos Jason Campos's Merrill Lynch Experience May 2009 - July 2009
Job Commercial Account Executive at VMware
Industry Information Technology and Services
Experience
VMware July 2014 - Present
VMware October 2013 - June 2014
VMware June 2012 - September 2013
Hewlett-Packard September 2010 - June 2012
Merrill Lynch May 2009 - July 2009
Skills
Leadership, Sales Operations, CRM, Solution Selling, VMware, Salesforce.com, Sales Presentations, HP, Lead Generation, Channel Sales, Demand Generation, Whiteboarding, Value Selling, Forecasting, Sales Prospecting, Pipeline Development, Teamwork, WebEx, Customer Satisfaction, Disaster Recovery, Cold Calling, Strategic Partnerships, Cloud Computing, Channel Partners, Enterprise Software, Sales Management, Sales Process, Storage, Professional Services, Software Industry, SaaS
Education
Texas Tech University 2006 — 2010
Bachelors of Business Administration, Finance
VMware July 2014 - Present
VMware October 2013 - June 2014
VMware June 2012 - September 2013
Hewlett-Packard September 2010 - June 2012
Merrill Lynch May 2009 - July 2009
Skills
Leadership, Sales Operations, CRM, Solution Selling, VMware, Salesforce.com, Sales Presentations, HP, Lead Generation, Channel Sales, Demand Generation, Whiteboarding, Value Selling, Forecasting, Sales Prospecting, Pipeline Development, Teamwork, WebEx, Customer Satisfaction, Disaster Recovery, Cold Calling, Strategic Partnerships, Cloud Computing, Channel Partners, Enterprise Software, Sales Management, Sales Process, Storage, Professional Services, Software Industry, SaaS
Education
Texas Tech University 2006 — 2010
Bachelors of Business Administration, Finance
Andrea Webb Andrea Webb's Merrill Lynch Experience September 2008 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Raymond James Financial Inc. February 2002 - September 2008
Skills
Series 7, Series 66, Analytic Problem Solving, Customer Service, Budgets, Financial Analysis, Wealth Management, Team Building, Microsoft Office, Microsoft Excel, Marketing, Project Management, Negotiation, Business Strategy
Education
Texas State University 1991 — 1995
Bachelor's Degree, Criminal Justice
Merrill Lynch September 2008 - Present
Raymond James Financial Inc. February 2002 - September 2008
Skills
Series 7, Series 66, Analytic Problem Solving, Customer Service, Budgets, Financial Analysis, Wealth Management, Team Building, Microsoft Office, Microsoft Excel, Marketing, Project Management, Negotiation, Business Strategy
Education
Texas State University 1991 — 1995
Bachelor's Degree, Criminal Justice
Brian Holsinger's Merrill Lynch Experience May 2001 - August 2001
Job Key Account Manager at ICIS
Industry Oil & Energy
Experience
ICIS August 2013 - Present
Momentum Energy Services December 2012 - April 2013
Ne2 Group, LLC March 2012 - December 2012
Thomson Reuters September 2011 - March 2012
Bloomberg June 2007 - January 2011
Plunkett Research, LTD November 2006 - May 2007
Glazer's Wholesale Drug Company January 2006 - November 2006
Merrill Lynch May 2001 - August 2001
Skills
Sales, Negotiation, Cold Calling, Business Development, Sales Management
Education
Texas Tech University 2001 — 2005
Bachelor of Arts, Communication Studies; Corporate Communications
Singapore American School 1996 — 2001
ICIS August 2013 - Present
Momentum Energy Services December 2012 - April 2013
Ne2 Group, LLC March 2012 - December 2012
Thomson Reuters September 2011 - March 2012
Bloomberg June 2007 - January 2011
Plunkett Research, LTD November 2006 - May 2007
Glazer's Wholesale Drug Company January 2006 - November 2006
Merrill Lynch May 2001 - August 2001
Skills
Sales, Negotiation, Cold Calling, Business Development, Sales Management
Education
Texas Tech University 2001 — 2005
Bachelor of Arts, Communication Studies; Corporate Communications
Singapore American School 1996 — 2001
Jonathan Startz Jonathan Startz's Merrill Lynch Experience May 2011 - August 2011
Job CoFounder at MassCatalyst
Industry Financial Services
Experience
MassCatalyst January 2014 - Present
VMG Health July 2013 - August 2014
William C. Conner Educational Investment Fund June 2012 - December 2012
Paradigm Capital Corporation January 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Corporate Finance, Equities, Valuation, Microsoft Office
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration, Finance and Entrepreneurial Management
MassCatalyst January 2014 - Present
VMG Health July 2013 - August 2014
William C. Conner Educational Investment Fund June 2012 - December 2012
Paradigm Capital Corporation January 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Corporate Finance, Equities, Valuation, Microsoft Office
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration, Finance and Entrepreneurial Management
Ralph Sharp, LHEP™ , LIFO® Trainer Ralph Sharp, LHEP™ , LIFO® Trainer's Merrill Lynch Experience January 1990 - August 1995
Job Chief Operating Officer, The Schutz Company
Industry Professional Training & Coaching
Experience
The Schutz Company June 2010 - Present
CUNA Mutual Group August 1997 - August 2004
Merrill Lynch January 1990 - August 1995
Skills
Emotional Intelligence, The Human Element, Chartered Leadership..., LIFO® (Life..., Leadership Development, Organizational..., Management Development, Workshop Facilitation, Team Building, Culture Change, Personal Development, Management Consulting, Organizational...
Education
Texas State University 1986 — 1988
BBA, Finance
The Schutz Company June 2010 - Present
CUNA Mutual Group August 1997 - August 2004
Merrill Lynch January 1990 - August 1995
Skills
Emotional Intelligence, The Human Element, Chartered Leadership..., LIFO® (Life..., Leadership Development, Organizational..., Management Development, Workshop Facilitation, Team Building, Culture Change, Personal Development, Management Consulting, Organizational...
Education
Texas State University 1986 — 1988
BBA, Finance
Kendra Blose Kendra Blose's Merrill Lynch Experience May 2010 - August 2010
Job Supply Chain Consultant at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting July 2013 - Present
Alcon Laboratories, Inc. August 2012 - May 2013
Dow Chemical May 2012 - August 2012
IntelliGEN Resources August 2011 - November 2011
Corning Cable Systems June 2011 - August 2011
Northwestern Mutual January 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Education
Texas Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Supply Chain Managment
Deloitte Consulting July 2013 - Present
Alcon Laboratories, Inc. August 2012 - May 2013
Dow Chemical May 2012 - August 2012
IntelliGEN Resources August 2011 - November 2011
Corning Cable Systems June 2011 - August 2011
Northwestern Mutual January 2011 - May 2011
Merrill Lynch May 2010 - August 2010
Education
Texas Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Supply Chain Managment
Price Ebert's Merrill Lynch Experience May 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
A.G. Edwards August 2006 - May 2008
FAME Ranch May 1989 - February 2005
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, 401k Rollovers, Series 63, Asset Allocation, Mutual Funds, Retirement, Saving for Education, IRAs, 529 Plans, Wealth Management..., Series 65, College Savings Plans, Roth IRA, Wealth Accumulation, Financial Advisory, Finance, Financial Planning, Management
Education
Southwest Texas State University 1975 — 1981
Psychology, Public Relations and Advertising
Merrill Lynch May 2008 - Present
A.G. Edwards August 2006 - May 2008
FAME Ranch May 1989 - February 2005
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, 401k Rollovers, Series 63, Asset Allocation, Mutual Funds, Retirement, Saving for Education, IRAs, 529 Plans, Wealth Management..., Series 65, College Savings Plans, Roth IRA, Wealth Accumulation, Financial Advisory, Finance, Financial Planning, Management
Education
Southwest Texas State University 1975 — 1981
Psychology, Public Relations and Advertising
Brendan Bean Brendan Bean's Merrill Lynch Experience July 2012 - September 2012
Job Analyst at Petro Waste Environmental LP
Industry Oil & Energy
Experience
Petro Waste Environmental LP January 2014 - Present
Pioneer Natural Resources Company May 2013 - August 2013
Merrill Lynch July 2012 - September 2012
Skills
Business Development, Contract Negotiation, Procurement, Investor Reporting, Lease Negotiations, Financial Analysis, Energy Industry, Finance, Financial Modeling, Oil & Gas, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Time Management, Due Diligence, Project Planning, Customer Service, Leadership, Management, Microsoft Word
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance with a Finance Certificate in Energy
Petro Waste Environmental LP January 2014 - Present
Pioneer Natural Resources Company May 2013 - August 2013
Merrill Lynch July 2012 - September 2012
Skills
Business Development, Contract Negotiation, Procurement, Investor Reporting, Lease Negotiations, Financial Analysis, Energy Industry, Finance, Financial Modeling, Oil & Gas, Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Time Management, Due Diligence, Project Planning, Customer Service, Leadership, Management, Microsoft Word
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance with a Finance Certificate in Energy
Adam Head Adam Head's Merrill Lynch Experience October 2009 - December 2010
Job Senior Account Executive, Inside Sales RBS Worldpay
Industry Banking
Experience
Worldpay February 2013 - Present
Pedison USA Corporation January 2012 - February 2013
Financial Professionals December 2010 - December 2011
Merrill Lynch October 2009 - December 2010
Bank of America December 2003 - September 2009
Skills
Banking, Credit, Loans, Mortgage Lending, Underwriting, Loan Origination, Risk Management, Financial Services, Finance, Relationship Management, Investments, Financial Analysis, Credit Counseling, Debt Settlement, Debt Restructuring, Commercial Lending, Commercial Real Estate, Merchant Services, Sales, Credit Card Transaction..., Credit Card Terminals, Interchange, Executive Management, Refinance, Residential Mortgages, Credit Analysis, Consumer Lending
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Arts (B.A.), Mass Communication, Minor Business
Worldpay February 2013 - Present
Pedison USA Corporation January 2012 - February 2013
Financial Professionals December 2010 - December 2011
Merrill Lynch October 2009 - December 2010
Bank of America December 2003 - September 2009
Skills
Banking, Credit, Loans, Mortgage Lending, Underwriting, Loan Origination, Risk Management, Financial Services, Finance, Relationship Management, Investments, Financial Analysis, Credit Counseling, Debt Settlement, Debt Restructuring, Commercial Lending, Commercial Real Estate, Merchant Services, Sales, Credit Card Transaction..., Credit Card Terminals, Interchange, Executive Management, Refinance, Residential Mortgages, Credit Analysis, Consumer Lending
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Arts (B.A.), Mass Communication, Minor Business
Brian Tobin Brian Tobin's Merrill Lynch Experience February 2012 - December 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
AIG July 2013 - May 2014
Tobin Construction June 2009 - May 2013
Merrill Lynch February 2012 - December 2012
USAA July 2010 - February 2012
New York Life Insurance Company June 2009 - July 2010
Skills
Negotiation, Sales Process, B2B, Retirement Planning, Cold Calling, Selling, Finance, Insurance, Relationship Development, Account Management, Life Insurance, Mutual Funds, Leadership, Retirement, Consultative Sales, Closing, Sales Management, Financial Analysis, Investments, Financial Services, Management, Risk Management, Sales, Financial Planning, Portfolio Management, Wealth Management
Education
Texas Tech University
BA, Economics, Personal Financial Planning
TD Ameritrade May 2014 - Present
AIG July 2013 - May 2014
Tobin Construction June 2009 - May 2013
Merrill Lynch February 2012 - December 2012
USAA July 2010 - February 2012
New York Life Insurance Company June 2009 - July 2010
Skills
Negotiation, Sales Process, B2B, Retirement Planning, Cold Calling, Selling, Finance, Insurance, Relationship Development, Account Management, Life Insurance, Mutual Funds, Leadership, Retirement, Consultative Sales, Closing, Sales Management, Financial Analysis, Investments, Financial Services, Management, Risk Management, Sales, Financial Planning, Portfolio Management, Wealth Management
Education
Texas Tech University
BA, Economics, Personal Financial Planning
Cori Jo Navarro Cori Jo Navarro's Merrill Lynch Experience May 2013 - August 2013
Job PR & Marketing Intern at Fort Worth Convention & Visitors Bureau
Industry Marketing and Advertising
Experience
Fort Worth Convention & Visitors Bureau June 2015 - Present
Esperanza International May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Communication, Analysis, Access, SharePoint, Marketing, Leadership, Management
Education
Texas Christian University 2012 — 2016
Marketing
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Marketing, Junior
Bishop T. K. Gorman Regional Catholic High School 2008 — 2012
Fort Worth Convention & Visitors Bureau June 2015 - Present
Esperanza International May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Communication, Analysis, Access, SharePoint, Marketing, Leadership, Management
Education
Texas Christian University 2012 — 2016
Marketing
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Marketing, Junior
Bishop T. K. Gorman Regional Catholic High School 2008 — 2012
John R Pruser's Merrill Lynch Experience 1989 - 1996
Job Business Development at Orion Pipeline
Industry Oil & Energy
Experience
Orion Pipeline May 2013 - Present
Jefferies & Company 2011 - 2012
Deutsche Bank June 2005 - April 2011
Lehman Brothers 1996 - 2002
Merrill Lynch 1989 - 1996
Skills
Sales, Sales Management, Consultative Sales..., Corporate Finance, Portfolio Management, Agribusiness, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Residential Mortgages, Commercial Mortgages, ABS
Education
Texas Lutheran 1981 — 1985
Bachelor of Arts (B.A.), Finance
Orion Pipeline May 2013 - Present
Jefferies & Company 2011 - 2012
Deutsche Bank June 2005 - April 2011
Lehman Brothers 1996 - 2002
Merrill Lynch 1989 - 1996
Skills
Sales, Sales Management, Consultative Sales..., Corporate Finance, Portfolio Management, Agribusiness, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Residential Mortgages, Commercial Mortgages, ABS
Education
Texas Lutheran 1981 — 1985
Bachelor of Arts (B.A.), Finance
Audrey Farias Audrey Farias's Merrill Lynch Experience May 2006 - July 2006
Job Senior Participant Services Representative at Charles Schwab
Industry Financial Services
Experience
Texas Comptroller of Public Accounts October 2014 - Present
Charles Schwab October 2008 - October 2014
Johnston & Murphy August 2005 - August 2007
Merrill Lynch May 2006 - July 2006
Skills
Series 7, Series 66, Time Management, Portfolio Management, Investments, Uniform Combined State..., Finacial Management, Team Leadership, Training, Finance, Retail, Sales
Education
Texas State University-San Marcos 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
Texas Comptroller of Public Accounts October 2014 - Present
Charles Schwab October 2008 - October 2014
Johnston & Murphy August 2005 - August 2007
Merrill Lynch May 2006 - July 2006
Skills
Series 7, Series 66, Time Management, Portfolio Management, Investments, Uniform Combined State..., Finacial Management, Team Leadership, Training, Finance, Retail, Sales
Education
Texas State University-San Marcos 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
Serena Silvan's Merrill Lynch Experience February 2015 - September 2015
Job New Financial Advisor Program at UBS Financial Services
Industry Financial Services
Experience
UBS September 2015 - Present
Merrill Lynch February 2015 - September 2015
Ferrari and Maserati of Newport Beach May 2014 - August 2014
Relativity Media May 2013 - June 2013
Skills
Microsoft Office, Fluent in spoken and..., Social Media, Social Media Marketing, Marketing Communications, Market Research, Advertising, Teamwork, Customer Service, Marketing, Marketing Strategy, Sales, PowerPoint, Public Speaking, Social Networking, Microsoft Word, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
International Marketing
UBS September 2015 - Present
Merrill Lynch February 2015 - September 2015
Ferrari and Maserati of Newport Beach May 2014 - August 2014
Relativity Media May 2013 - June 2013
Skills
Microsoft Office, Fluent in spoken and..., Social Media, Social Media Marketing, Marketing Communications, Market Research, Advertising, Teamwork, Customer Service, Marketing, Marketing Strategy, Sales, PowerPoint, Public Speaking, Social Networking, Microsoft Word, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
International Marketing
AJ Patton AJ Patton's Merrill Lynch Experience September 2000 - November 2006
Job Rocky Mountain Regional Manager at Nuo Therapeutics (formerly Cytomedix)
Industry Medical Devices
Experience
Nuo Therapeutics (formerly Cytomedix) September 2013 - Present
Growth Engine Business Consulting January 2009 - Present
NuVasive - Mountain States Surgical February 2012 - September 2013
DePuy Spine April 2011 - 2011
Over the Sun, LLC 2009 - 2011
First Western Trust Bank August 2007 - October 2008
Merrill Lynch September 2000 - November 2006
Wells Fargo Investments May 1995 - September 2000
Paine Webber September 1993 - May 1995
Skills
Medical Devices, Orthopedics, Sales, Start-ups, Surgeons, Strategic Planning, Management, Marketing Strategy, Healthcare, Spine, Surgery, Product Launch, Sales Operations, Marketing, Capital Equipment, Sales Management, New Business Development, Market Development, Leadership, Cross-functional Team..., Orthopedic, Neurosurgery, Minimally Invasive..., Cold Calling, Operating Room, Direct Sales, Sales Process, Treatment, Account Management, Selling
Education
Texas Christian University 1988 — 1992
BS, Economics, Speech Communication
Loveland High School 1985 — 1988
Marshall Thurber SS21
Nuo Therapeutics (formerly Cytomedix) September 2013 - Present
Growth Engine Business Consulting January 2009 - Present
NuVasive - Mountain States Surgical February 2012 - September 2013
DePuy Spine April 2011 - 2011
Over the Sun, LLC 2009 - 2011
First Western Trust Bank August 2007 - October 2008
Merrill Lynch September 2000 - November 2006
Wells Fargo Investments May 1995 - September 2000
Paine Webber September 1993 - May 1995
Skills
Medical Devices, Orthopedics, Sales, Start-ups, Surgeons, Strategic Planning, Management, Marketing Strategy, Healthcare, Spine, Surgery, Product Launch, Sales Operations, Marketing, Capital Equipment, Sales Management, New Business Development, Market Development, Leadership, Cross-functional Team..., Orthopedic, Neurosurgery, Minimally Invasive..., Cold Calling, Operating Room, Direct Sales, Sales Process, Treatment, Account Management, Selling
Education
Texas Christian University 1988 — 1992
BS, Economics, Speech Communication
Loveland High School 1985 — 1988
Marshall Thurber SS21
Josh Taylor Josh Taylor's Merrill Lynch Experience 2007 - 2008
Job Vice President at McGriff, Seibels & Williams
Industry Insurance
Experience
McGriff, Seibels & Williams October 2014 - Present
Marsh 2008 - 2014
Merrill Lynch 2007 - 2008
Marsh 2006 - 2007
Captiva Records 2005 - 2006
Skills
Insurance, Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Workers Compensation, Brokers, Risk Management, Investments, Umbrella Insurance, General Insurance, Excess, Microsoft Office, Casualty Insurance, Financial Analysis, Microsoft Excel, Employment Practices..., Operational Risk..., Risk Analysis, Risk Assessment, Brokerage, Negotiation, Legal Liability, Insurance Brokerage, Financial Modeling, Databases, Access, Private Banking, Security, Web Design, Insurance Consulting, Wealth Management, General Liability, Excel, Loss Forecasting, Corporate Finance, Collateral Management, Financial Markets, Risk Mitigation, Insurance Planning, Collateral Design, Visual Basic, Property Damage, Risk Control, Asset Allocation, Private Wealth..., Web Development, Web Servers, Environmental Insurance
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance
McGriff, Seibels & Williams October 2014 - Present
Marsh 2008 - 2014
Merrill Lynch 2007 - 2008
Marsh 2006 - 2007
Captiva Records 2005 - 2006
Skills
Insurance, Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Workers Compensation, Brokers, Risk Management, Investments, Umbrella Insurance, General Insurance, Excess, Microsoft Office, Casualty Insurance, Financial Analysis, Microsoft Excel, Employment Practices..., Operational Risk..., Risk Analysis, Risk Assessment, Brokerage, Negotiation, Legal Liability, Insurance Brokerage, Financial Modeling, Databases, Access, Private Banking, Security, Web Design, Insurance Consulting, Wealth Management, General Liability, Excel, Loss Forecasting, Corporate Finance, Collateral Management, Financial Markets, Risk Mitigation, Insurance Planning, Collateral Design, Visual Basic, Property Damage, Risk Control, Asset Allocation, Private Wealth..., Web Development, Web Servers, Environmental Insurance
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance
Woodward Oge Woodward Oge's Merrill Lynch Experience 2006 - 2007
Job Founder & President at Woo Digital (CRO + Customer Development Specialist)
Industry Internet
Experience
Woo Digital 2010 - Present
Red Racer Advertising 2010 - 2013
Source One Spares 2009 - 2010
{algo+rhythm} 2009 - 2010
Self Employed 2007 - 2010
Merrill Lynch 2006 - 2007
Lehman Brothers 2004 - 2006
Triad Properties of Texas, Ltd. 2001 - 2004
Skills
Email Marketing, SEO, Lead Generation, Analytics, Digital Strategy, Product Marketing, Social Media Marketing, Entrepreneurship, Online Marketing, Competitive Analysis, Google Analytics, Brand Development, Digital Marketing, CRM, Strategy, SEM, Web Analytics, Customer Development, Landing Page..., User Experience, Customer Lifecycle..., Conversion Optimization, Customer Experience..., Product Development, Small Business, Wordpress, Marketing Strategy, Business Strategy, Start-ups, PPC, Google Adwords, Advertising, B2B Marketing, Multi-channel Marketing, Consulting, Customer Acquisition, Content Strategy, Marketing, Market Research
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2010
MBA, Marketing & Entrepreneurship
Texas Christian University - M.J. Neeley School of Business 1996 — 2000
BBA, Finance
Woo Digital 2010 - Present
Red Racer Advertising 2010 - 2013
Source One Spares 2009 - 2010
{algo+rhythm} 2009 - 2010
Self Employed 2007 - 2010
Merrill Lynch 2006 - 2007
Lehman Brothers 2004 - 2006
Triad Properties of Texas, Ltd. 2001 - 2004
Skills
Email Marketing, SEO, Lead Generation, Analytics, Digital Strategy, Product Marketing, Social Media Marketing, Entrepreneurship, Online Marketing, Competitive Analysis, Google Analytics, Brand Development, Digital Marketing, CRM, Strategy, SEM, Web Analytics, Customer Development, Landing Page..., User Experience, Customer Lifecycle..., Conversion Optimization, Customer Experience..., Product Development, Small Business, Wordpress, Marketing Strategy, Business Strategy, Start-ups, PPC, Google Adwords, Advertising, B2B Marketing, Multi-channel Marketing, Consulting, Customer Acquisition, Content Strategy, Marketing, Market Research
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2010
MBA, Marketing & Entrepreneurship
Texas Christian University - M.J. Neeley School of Business 1996 — 2000
BBA, Finance
Shawn Groves Shawn Groves's Merrill Lynch Experience 2013 - Present
Job Global Investments | Wealth Management
Industry Investment Management
Experience
Merrill Lynch 2013 - Present
Lone Star Funds 2012 - 2013
Simran Capital Management 2009 - 2012
Highland Capital Management 2004 - 2008
Verizon 2003 - 2004
Allied Riser Communications 1999 - 2001
Citi 1997 - 1999
Skills
Alternative Investments, Equities, Hedge Funds, Portfolio Management, Fixed Income, High Yield, Asset Management, Investment Management, Structured Finance, Business Strategy, Mergers & Acquisitions, Business Acquisition, Strategic Thinking, Leveraged Lending, Underwriting, Real Estate, Mortgage Underwriting, Investment Strategies, Financial Structuring, Bloomberg, Venture Capital, Derivatives, Financial Modeling, Asset Allocation, Investments, Private Equity
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance/Economics/International
Texas Christian University 1993 — 1997
BBA, Finance/Management
Merrill Lynch 2013 - Present
Lone Star Funds 2012 - 2013
Simran Capital Management 2009 - 2012
Highland Capital Management 2004 - 2008
Verizon 2003 - 2004
Allied Riser Communications 1999 - 2001
Citi 1997 - 1999
Skills
Alternative Investments, Equities, Hedge Funds, Portfolio Management, Fixed Income, High Yield, Asset Management, Investment Management, Structured Finance, Business Strategy, Mergers & Acquisitions, Business Acquisition, Strategic Thinking, Leveraged Lending, Underwriting, Real Estate, Mortgage Underwriting, Investment Strategies, Financial Structuring, Bloomberg, Venture Capital, Derivatives, Financial Modeling, Asset Allocation, Investments, Private Equity
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance/Economics/International
Texas Christian University 1993 — 1997
BBA, Finance/Management
Cory Plum Cory Plum's Merrill Lynch Experience December 2012 - January 2013
Job Reservoir Engineering Technician at Eagle Rock Energy Partners
Industry Oil & Energy
Experience
Eagle Rock Energy Partners September 2014 - Present
QED Energy Training, LLC May 2013 - September 2014
Black Elk Energy, LLC 2014 - 2014
Merrill Lynch December 2012 - January 2013
Skills
Energy, Natural Gas, Energy Industry, Oil & Gas Industry, Upstream, Access, Data Analysis, Microsoft Excel, Petroleum, Production Software, Aries, PHDWin, ArcGIS, Microsoft Office, DI Desktop, Training, Analysis, Oil/Gas, ArkLaTex, Reserves, Finance, Financial Analysis, Financial Reporting, Oil & Gas
Education
Texas State University-San Marcos 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Eagle Rock Energy Partners September 2014 - Present
QED Energy Training, LLC May 2013 - September 2014
Black Elk Energy, LLC 2014 - 2014
Merrill Lynch December 2012 - January 2013
Skills
Energy, Natural Gas, Energy Industry, Oil & Gas Industry, Upstream, Access, Data Analysis, Microsoft Excel, Petroleum, Production Software, Aries, PHDWin, ArcGIS, Microsoft Office, DI Desktop, Training, Analysis, Oil/Gas, ArkLaTex, Reserves, Finance, Financial Analysis, Financial Reporting, Oil & Gas
Education
Texas State University-San Marcos 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Cheri Milam Roman Cheri Milam Roman's Merrill Lynch Experience February 1988 - June 1994
Job Agency Owner/President, Roman Agency, Inc., an exclusive ALLSTATE agency
Industry Insurance
Experience
Roman Agency, Inc., an exclusive Allstate agency January 2011 - Present
Self Employed Musician July 2002 - Present
Del Mar College August 2009 - September 2010
Stifel Nicolaus/Wachovia Securities/A.G. Edwards July 2007 - October 2009
Multi-Financial Securities Corporation February 1996 - August 2005
A.G. Edwards & Sons, Inc. June 1994 - January 1996
Merrill Lynch February 1988 - June 1994
Skills
Public Speaking, Investments, Customer Service, Insurance, Stocks, Mutual Funds, Marketing, Investment Advisory, Music, Portfolio Management, Leadership, Employee Benefits, Social Media Marketing
Education
Jakarta International School
Texas A&M University-Corpus Christi
M.B.A., Marketing
The University of Texas at Austin
B.S., Education, ENGLISH
Roman Agency, Inc., an exclusive Allstate agency January 2011 - Present
Self Employed Musician July 2002 - Present
Del Mar College August 2009 - September 2010
Stifel Nicolaus/Wachovia Securities/A.G. Edwards July 2007 - October 2009
Multi-Financial Securities Corporation February 1996 - August 2005
A.G. Edwards & Sons, Inc. June 1994 - January 1996
Merrill Lynch February 1988 - June 1994
Skills
Public Speaking, Investments, Customer Service, Insurance, Stocks, Mutual Funds, Marketing, Investment Advisory, Music, Portfolio Management, Leadership, Employee Benefits, Social Media Marketing
Education
Jakarta International School
Texas A&M University-Corpus Christi
M.B.A., Marketing
The University of Texas at Austin
B.S., Education, ENGLISH
Christopher Magee, CRPC® Christopher Magee, CRPC®'s Merrill Lynch Experience June 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
UBS Financial Services, Inc. April 2010 - June 2015
Wells Fargo August 2007 - April 2010
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Finance and Economics
Merrill Lynch June 2015 - Present
UBS Financial Services, Inc. April 2010 - June 2015
Wells Fargo August 2007 - April 2010
Education
Texas State University
Bachelor of Business Administration (B.B.A.), Finance and Economics
Anthony Moschetto Anthony Moschetto's Merrill Lynch Experience 2012 - 2013
Job Managing Partner at Carnegie Energy, LLC
Industry Oil & Energy
Experience
Carnegie Energy, LLC March 2015 - Present
Orange Energy Corporation 2014 - 2015
Hunt Power 2013 - 2014
Merrill Lynch 2012 - 2013
Skills
Energy Industry, Petroleum, Natural Gas, Leases, Lease Negotiations, Lease Administration, Microsoft Excel, Financial Analysis, Microsoft Office, Equities, Microsoft Word, Finance, Management, Bloomberg, Portfolio Management, Sales, Financial Modeling, Data Analysis, Analysis, Access, Program Management
Education
Texas State University
Finance
Carnegie Energy, LLC March 2015 - Present
Orange Energy Corporation 2014 - 2015
Hunt Power 2013 - 2014
Merrill Lynch 2012 - 2013
Skills
Energy Industry, Petroleum, Natural Gas, Leases, Lease Negotiations, Lease Administration, Microsoft Excel, Financial Analysis, Microsoft Office, Equities, Microsoft Word, Finance, Management, Bloomberg, Portfolio Management, Sales, Financial Modeling, Data Analysis, Analysis, Access, Program Management
Education
Texas State University
Finance
Cristina (Ingles) Hurley's Merrill Lynch Experience August 2006 - March 2007
Job
Industry Financial Services
Experience
Barrow, Hanley, Mewhinney & Strauss December 2014 - Present
Morgan Stanley May 2007 - November 2014
Merrill Lynch August 2006 - March 2007
TD Ameritrade August 2003 - August 2006
Education
Texas Christian University
Bachelor's Degree
UC Berkeley
Certificate awarded with distinction in August of 2013, Project Management, Post Baccalaureate
Barrow, Hanley, Mewhinney & Strauss December 2014 - Present
Morgan Stanley May 2007 - November 2014
Merrill Lynch August 2006 - March 2007
TD Ameritrade August 2003 - August 2006
Education
Texas Christian University
Bachelor's Degree
UC Berkeley
Certificate awarded with distinction in August of 2013, Project Management, Post Baccalaureate
L. Joseph Holland L. Joseph Holland's Merrill Lynch Experience August 2013 - August 2014
Job Physician Recruiter at Kendall & Davis
Industry Hospital & Health Care
Experience
Kendall & Davis August 2014 - Present
Merrill Lynch August 2013 - August 2014
IFC Benefit Solutions, Inc. March 2013 - June 2013
Wells Fargo Advisors October 2012 - March 2013
Comerica Bank March 2010 - August 2012
Renaissance Cultural Center May 2010 - October 2010
Colonial Health Group August 2007 - February 2010
Jared the Galleria of Jewelry July 2005 - August 2007
Texas Christian University September 2003 - July 2005
Skills
Contract Negotiation, Finance, Economics, Legal Writing, Outside Sales, Data Processing, Customer Service, Spanish, Management, Market Research, Sales Management, PowerPoint, Account Management, Sales, Financial Analysis, Cold Calling, Healthcare, Public Speaking, Training, Team Building
Education
Texas Christian University 2003 — 2007
BS, International Economics, French
Kendall & Davis August 2014 - Present
Merrill Lynch August 2013 - August 2014
IFC Benefit Solutions, Inc. March 2013 - June 2013
Wells Fargo Advisors October 2012 - March 2013
Comerica Bank March 2010 - August 2012
Renaissance Cultural Center May 2010 - October 2010
Colonial Health Group August 2007 - February 2010
Jared the Galleria of Jewelry July 2005 - August 2007
Texas Christian University September 2003 - July 2005
Skills
Contract Negotiation, Finance, Economics, Legal Writing, Outside Sales, Data Processing, Customer Service, Spanish, Management, Market Research, Sales Management, PowerPoint, Account Management, Sales, Financial Analysis, Cold Calling, Healthcare, Public Speaking, Training, Team Building
Education
Texas Christian University 2003 — 2007
BS, International Economics, French
Natalie Okoro Natalie Okoro's Merrill Lynch Experience June 2010 - August 2010
Job Treasury Management Sales at Amegy Bank
Industry Accounting
Experience
Amegy Bank December 2014 - Present
Amegy Bank June 2013 - December 2014
Healix February 2013 - June 2013
Healix December 2011 - February 2013
Wells Fargo Bank April 2011 - December 2011
Texas A&M University Library Systems June 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Account Reconciliation, Accounting, Analysis, Financial Analysis, Microsoft Excel, QuickBooks, General Ledger, Training, Microsoft Office, Banking, Outlook, PowerPoint, Invoicing, Microsoft Word, Management, PeopleSoft, Recruiting, Journal Entries, Accruals, Oracle Applications, ADP Payroll, Accounts Receivable, Oracle, G/L Reconciliations, Enterprise eTime, Multi State, Networking, Payroll, Financial Statements, Retail Banking, Treasury Management, Treasury Services
Education
Texas A&M University - College 2006 — 2010
Bachelor of Business Administration, Accounting
Texas A&M University - Mays Business School 2006 — 2010
BBA, Accounting
Amegy Bank December 2014 - Present
Amegy Bank June 2013 - December 2014
Healix February 2013 - June 2013
Healix December 2011 - February 2013
Wells Fargo Bank April 2011 - December 2011
Texas A&M University Library Systems June 2008 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Account Reconciliation, Accounting, Analysis, Financial Analysis, Microsoft Excel, QuickBooks, General Ledger, Training, Microsoft Office, Banking, Outlook, PowerPoint, Invoicing, Microsoft Word, Management, PeopleSoft, Recruiting, Journal Entries, Accruals, Oracle Applications, ADP Payroll, Accounts Receivable, Oracle, G/L Reconciliations, Enterprise eTime, Multi State, Networking, Payroll, Financial Statements, Retail Banking, Treasury Management, Treasury Services
Education
Texas A&M University - College 2006 — 2010
Bachelor of Business Administration, Accounting
Texas A&M University - Mays Business School 2006 — 2010
BBA, Accounting
Danielle Irvin Danielle Irvin's Merrill Lynch Experience May 2010 - August 2010
Job Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle July 2014 - Present
Oracle June 2014 - September 2014
Oracle June 2012 - July 2014
Enterprise Rent-A-Car June 2011 - June 2012
Merrill Lynch May 2010 - August 2010
Skills
SOA, Business Development, Oracle, Enterprise Software, SaaS, Weblogic, Solution Selling, Cloud Computing, Oracle Fusion Middleware, Account Management, Management, Sales Process, New Business Development, Sales, Business Intelligence, Cold Calling, Lead Generation, Business Process..., Direct Sales, Pre-sales, Solution Architecture, Sandler, Business Process, Selling, Channel Partners, Software Industry, Mentoring, Training, Leadership, Engaging Public Speaker, Interpersonal..., Passion to Succeed, General Awesomeness, Public Speaking, Hybrid Cloud, PaaS, Private Cloud
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
Oracle July 2014 - Present
Oracle June 2014 - September 2014
Oracle June 2012 - July 2014
Enterprise Rent-A-Car June 2011 - June 2012
Merrill Lynch May 2010 - August 2010
Skills
SOA, Business Development, Oracle, Enterprise Software, SaaS, Weblogic, Solution Selling, Cloud Computing, Oracle Fusion Middleware, Account Management, Management, Sales Process, New Business Development, Sales, Business Intelligence, Cold Calling, Lead Generation, Business Process..., Direct Sales, Pre-sales, Solution Architecture, Sandler, Business Process, Selling, Channel Partners, Software Industry, Mentoring, Training, Leadership, Engaging Public Speaker, Interpersonal..., Passion to Succeed, General Awesomeness, Public Speaking, Hybrid Cloud, PaaS, Private Cloud
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
Daniel Zidell's Merrill Lynch Experience October 2013 - March 2014
Job Project Manager at Zidell Properties and Construction Company
Industry Real Estate
Experience
Zidell Properties and Construction Company April 2014 - Present
Merrill Lynch October 2013 - March 2014
Skills
Series 7, Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Microsoft Word, Event Planning
Education
Texas Tech University 2011 — 2013
Bachelor of Arts (BA), Philosophy
Texas Christian University 2008 — 2010
Zidell Properties and Construction Company April 2014 - Present
Merrill Lynch October 2013 - March 2014
Skills
Series 7, Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Microsoft Word, Event Planning
Education
Texas Tech University 2011 — 2013
Bachelor of Arts (BA), Philosophy
Texas Christian University 2008 — 2010
Brady Hackfeld, CFP® Brady Hackfeld, CFP®'s Merrill Lynch Experience August 2006 - December 2007
Job Trust Investment Officer, First Command Bank Wealth Management and Trust
Industry Investment Management
Experience
First Command Financial Services October 2013 - Present
Fidelity Investments March 2010 - October 2013
Enterprise Rent-A-Car January 2008 - February 2010
Merrill Lynch August 2006 - December 2007
ACE Roofing LLC May 2004 - December 2006
Wells Fargo Bank June 2002 - April 2004
Skills
Sales, Customer Service, Cold Calling, Management, Leadership, Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Finance, Portfolio Management, 401k, Banking, Financial Services, Relationship Management, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Retirement, Securities, Uniform Combined State...
Education
Texas Tech University 2000 — 2004
BBA, Finance
First Command Financial Services October 2013 - Present
Fidelity Investments March 2010 - October 2013
Enterprise Rent-A-Car January 2008 - February 2010
Merrill Lynch August 2006 - December 2007
ACE Roofing LLC May 2004 - December 2006
Wells Fargo Bank June 2002 - April 2004
Skills
Sales, Customer Service, Cold Calling, Management, Leadership, Series 7, Series 63, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Finance, Portfolio Management, 401k, Banking, Financial Services, Relationship Management, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Retirement, Securities, Uniform Combined State...
Education
Texas Tech University 2000 — 2004
BBA, Finance
Travis Lancaster, M.S. Finance Travis Lancaster, M.S. Finance's Merrill Lynch Experience 2006 - 2007
Job Financial Advisor and Analyst
Industry Financial Services
Experience
Morgan Stanley November 2012 - January 2014
Gulf Marine Fabricators, Inc. January 2012 - October 2012
Lancaster Consulting July 2007 - August 2009
Merrill Lynch 2006 - 2007
UBS Wealth Management 2005 - 2006
Dell 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Marketing Strategy, Marketing, Sales Management, Project Management, Account Management, Brand Development, Customer Service, Equities, Economics, Financial Risk, Accounting, Public Speaking, Portfolio Management, Series 7, Series 66, Financial Management..., Leadership, Negotiation
Education
University of Houston-Clear Lake 2009 — 2011
Master of Science (MS), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (B.B.A.), Management Information Systems - Business Analyst
Morgan Stanley November 2012 - January 2014
Gulf Marine Fabricators, Inc. January 2012 - October 2012
Lancaster Consulting July 2007 - August 2009
Merrill Lynch 2006 - 2007
UBS Wealth Management 2005 - 2006
Dell 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Marketing Strategy, Marketing, Sales Management, Project Management, Account Management, Brand Development, Customer Service, Equities, Economics, Financial Risk, Accounting, Public Speaking, Portfolio Management, Series 7, Series 66, Financial Management..., Leadership, Negotiation
Education
University of Houston-Clear Lake 2009 — 2011
Master of Science (MS), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (BBA), Finance
Texas A&M University-Corpus Christi
Bachelor of Business Administration (B.B.A.), Management Information Systems - Business Analyst
Corby Leschber's Merrill Lynch Experience March 2008 - June 2009
Job Account Executive at IMAGINiT Technologies
Industry Information Technology and Services
Experience
IMAGINiT Technologies June 2015 - Present
Energy IQ June 2014 - Present
J.P. Morgan Investments June 2010 - June 2014
Edward Jones September 2009 - March 2010
Merrill Lynch March 2008 - June 2009
Bradmark Technologies, Inc. September 2006 - March 2008
Idera Software May 2005 - August 2006
BMC Software July 2004 - April 2005
Hewlett-Packard December 2002 - July 2004
BindView February 2002 - August 2002
Skills
Sales Operations, Management, Sales, Finance, Investments, Portfolio Management, Servers, Banking, Salesforce.com, Direct Sales, SaaS, Strategy, Lead Generation, Enterprise Software, CRM, Strategic Partnerships, Sales Management, Financial Services, New Business Development, Start-ups, Cloud Computing
Education
Texas Tech University 1986 — 1991
Bachelor of Arts, Advertising
IMAGINiT Technologies June 2015 - Present
Energy IQ June 2014 - Present
J.P. Morgan Investments June 2010 - June 2014
Edward Jones September 2009 - March 2010
Merrill Lynch March 2008 - June 2009
Bradmark Technologies, Inc. September 2006 - March 2008
Idera Software May 2005 - August 2006
BMC Software July 2004 - April 2005
Hewlett-Packard December 2002 - July 2004
BindView February 2002 - August 2002
Skills
Sales Operations, Management, Sales, Finance, Investments, Portfolio Management, Servers, Banking, Salesforce.com, Direct Sales, SaaS, Strategy, Lead Generation, Enterprise Software, CRM, Strategic Partnerships, Sales Management, Financial Services, New Business Development, Start-ups, Cloud Computing
Education
Texas Tech University 1986 — 1991
Bachelor of Arts, Advertising
Bob Jefferson Wilis's Merrill Lynch Experience August 2006 - January 2007
Job Business Professional
Industry Law Enforcement
Experience
Eco Solutions June 2013 - June 2014
Urban Financial Services Coalition - Richmond Chapter 2006 - 2014
Texas Southern University January 2013 - May 2013
Care Dynamics January 2010 - December 2012
Valero Energy Corporation June 2011 - August 2011
Texas Southern University August 2009 - December 2009
Morehouse College January 2008 - December 2008
JPMorgan Chase June 2007 - August 2007
Merrill Lynch August 2006 - January 2007
ABM Industries March 2006 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analytics, Brand Management, Brand Development, Management, Business Planning, Small Business, Marketing Strategy, Nonprofits, Customer Service, Customer Satisfaction, Interviews, Human Resources, QuickBooks, Volunteer Management, Networking, Entrepreneurship, Data Entry, Research, R&D, Renewable Energy, Derivatives, Office Equipment, Sales Management, B2C, Business Strategy, Execution of Business..., Energy Efficiency, Energy Sales, Recruiting, Sales, Budgets, REO, HUD Foreclosures, Marketing, CRM
Education
Texas Southern University 2004 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.17 G.P.A
Elkins High School 1999 — 2003
Diploma
Eco Solutions June 2013 - June 2014
Urban Financial Services Coalition - Richmond Chapter 2006 - 2014
Texas Southern University January 2013 - May 2013
Care Dynamics January 2010 - December 2012
Valero Energy Corporation June 2011 - August 2011
Texas Southern University August 2009 - December 2009
Morehouse College January 2008 - December 2008
JPMorgan Chase June 2007 - August 2007
Merrill Lynch August 2006 - January 2007
ABM Industries March 2006 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analytics, Brand Management, Brand Development, Management, Business Planning, Small Business, Marketing Strategy, Nonprofits, Customer Service, Customer Satisfaction, Interviews, Human Resources, QuickBooks, Volunteer Management, Networking, Entrepreneurship, Data Entry, Research, R&D, Renewable Energy, Derivatives, Office Equipment, Sales Management, B2C, Business Strategy, Execution of Business..., Energy Efficiency, Energy Sales, Recruiting, Sales, Budgets, REO, HUD Foreclosures, Marketing, CRM
Education
Texas Southern University 2004 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.17 G.P.A
Elkins High School 1999 — 2003
Diploma
Connor Anderson Connor Anderson's Merrill Lynch Experience May 2012 - August 2012
Job Financial Analyst at Envoy Air Inc., formerly American Eagle Airlines
Industry Financial Services
Experience
Envoy Air Inc., formerly American Eagle Airlines May 2015 - Present
Weichmann & Associates, LLC & Meyer Metz Capital Partners, LLC June 2014 - October 2014
Merrill Lynch May 2012 - August 2012
Gillen & Anderson April 2011 - August 2011
Skills
Finance, Microsoft Excel, Accounting, Research, Market Research, Customer Service, Social Media, Time Management, Public Speaking
Education
Texas Christian University 2011 — 2015
Bachelor's degree, Finance, General
Universidad Pablo de Olavide
Envoy Air Inc., formerly American Eagle Airlines May 2015 - Present
Weichmann & Associates, LLC & Meyer Metz Capital Partners, LLC June 2014 - October 2014
Merrill Lynch May 2012 - August 2012
Gillen & Anderson April 2011 - August 2011
Skills
Finance, Microsoft Excel, Accounting, Research, Market Research, Customer Service, Social Media, Time Management, Public Speaking
Education
Texas Christian University 2011 — 2015
Bachelor's degree, Finance, General
Universidad Pablo de Olavide
Collin Link Collin Link's Merrill Lynch Experience June 2015 - August 2015
Job Founder at Valet Automotive
Industry
Experience
Valet Automotive July 2015 - Present
Merrill Lynch June 2015 - August 2015
Golfsmith International June 2011 - July 2014
Skills
Retail, Inventory Management, Merchandising, Management, Customer Satisfaction, Time Management, Customer Experience, Teamwork, Team Leadership, Social Media, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Texas A&M University - Mays Business School 2013 — 2017
Finance
The Woodlands High School 2009 — 2013
Valet Automotive July 2015 - Present
Merrill Lynch June 2015 - August 2015
Golfsmith International June 2011 - July 2014
Skills
Retail, Inventory Management, Merchandising, Management, Customer Satisfaction, Time Management, Customer Experience, Teamwork, Team Leadership, Social Media, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Texas A&M University - Mays Business School 2013 — 2017
Finance
The Woodlands High School 2009 — 2013
Ivan Vujosevic Ivan Vujosevic's Merrill Lynch Experience June 2012 - January 2013
Job Financial Advisor at Legion Wealth Management
Industry Executive Office
Experience
Legion Wealth Management March 2014 - Present
Merrill Lynch June 2012 - January 2013
RMB Inc May 2011 - December 2011
Skills
Peachtree, PC, Windows XP Professional, Windows 7, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Customer Service, Time Management, Cold Calling, Sales Process, Accounts Receivable, Social Media, Management, Investment Strategies, Stocks, Financial Analysis, Strategic Financial..., Investment Advisory, Investments, Financial Services, Financial Planning
Education
CFA Institute 2014 — 2015
Chartered Financial Anaylist
Texas State University-San Marcos 2008 — 2011
Bachelor of Arts (B.A.), Economics
Legion Wealth Management March 2014 - Present
Merrill Lynch June 2012 - January 2013
RMB Inc May 2011 - December 2011
Skills
Peachtree, PC, Windows XP Professional, Windows 7, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Customer Service, Time Management, Cold Calling, Sales Process, Accounts Receivable, Social Media, Management, Investment Strategies, Stocks, Financial Analysis, Strategic Financial..., Investment Advisory, Investments, Financial Services, Financial Planning
Education
CFA Institute 2014 — 2015
Chartered Financial Anaylist
Texas State University-San Marcos 2008 — 2011
Bachelor of Arts (B.A.), Economics
Holly McCrindle Holly McCrindle's Merrill Lynch Experience December 2001 - May 2003
Job VPFINANCE LEAD GLOBAL TECHNOLOGY
Industry Banking
Experience
Bank of America May 2011 - Present
Bank of America February 2010 - April 2011
JPMorgan Chase November 2008 - January 2009
PHH Mortgage July 2006 - October 2008
PHH Mortgage May 2003 - June 2006
Merrill Lynch December 2001 - May 2003
Skills
Data Analysis, Budget Management, Forecasting, Cash Management, Cost Center Accounting, General Ledger, Financial Modeling, Financial Analysis, Financial Management, Project Management, Process Improvement, Account Reconciliation, Database Management, Database Development, Expense Management, Access, Excel, Variance Analysis, Cost Allocation, Ad Hoc Reporting, Month End Close, Customer Relations, Finance
Education
Texas A&M Commerce 2008 — 2011
MBA, Accounting
University of Florida - Warrington College Of Business 1997 — 2001
BSBA, Finance
Bank of America May 2011 - Present
Bank of America February 2010 - April 2011
JPMorgan Chase November 2008 - January 2009
PHH Mortgage July 2006 - October 2008
PHH Mortgage May 2003 - June 2006
Merrill Lynch December 2001 - May 2003
Skills
Data Analysis, Budget Management, Forecasting, Cash Management, Cost Center Accounting, General Ledger, Financial Modeling, Financial Analysis, Financial Management, Project Management, Process Improvement, Account Reconciliation, Database Management, Database Development, Expense Management, Access, Excel, Variance Analysis, Cost Allocation, Ad Hoc Reporting, Month End Close, Customer Relations, Finance
Education
Texas A&M Commerce 2008 — 2011
MBA, Accounting
University of Florida - Warrington College Of Business 1997 — 2001
BSBA, Finance
Melissa A. Reed, AAMS Melissa A. Reed, AAMS's Merrill Lynch Experience June 2011 - July 2012
Job Regional Life Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2012 - Present
Merrill Lynch June 2011 - July 2012
Edward Jones April 2007 - June 2011
Skills
Series 7, Insurance, Retirement, Life & Health Insurance..., Permanent Life Insurance, Term Life Insurance, Multi-generational..., Series 63, Financial Advisory, Investment Strategies, Financial Services
Education
Texas State University 2002 — 2003
Bachelor's of Science, Criminal Justice
The University of Kansas 1997 — 2000
Lincoln Financial Distributors July 2012 - Present
Merrill Lynch June 2011 - July 2012
Edward Jones April 2007 - June 2011
Skills
Series 7, Insurance, Retirement, Life & Health Insurance..., Permanent Life Insurance, Term Life Insurance, Multi-generational..., Series 63, Financial Advisory, Investment Strategies, Financial Services
Education
Texas State University 2002 — 2003
Bachelor's of Science, Criminal Justice
The University of Kansas 1997 — 2000
Chris Loveless Chris Loveless's Merrill Lynch Experience July 1994 - March 1997
Job President & COO at O'Shaughnessy Asset Management, LLC
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC June 2007 - Present
Bear Stearns Asset Management October 2001 - June 2007
Netfolio December 1999 - September 2001
O'Shaughnessy Capital Management, Inc March 1997 - December 1999
Merrill Lynch July 1994 - March 1997
Sig Ep Fraternity 1993 - 1994
Skills
Asset Management, Equities, Institutional, Mutual Funds, Investments
Education
Texas Tech University 1988 — 1993
BA
O'Shaughnessy Asset Management, LLC June 2007 - Present
Bear Stearns Asset Management October 2001 - June 2007
Netfolio December 1999 - September 2001
O'Shaughnessy Capital Management, Inc March 1997 - December 1999
Merrill Lynch July 1994 - March 1997
Sig Ep Fraternity 1993 - 1994
Skills
Asset Management, Equities, Institutional, Mutual Funds, Investments
Education
Texas Tech University 1988 — 1993
BA
Shannon Blease Nickel's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Edward Jones January 2010 - April 2012
Morgan Stanley Smith Barney January 2008 - January 2010
Education
Texas Christian University
Merrill Lynch May 2012 - Present
Edward Jones January 2010 - April 2012
Morgan Stanley Smith Barney January 2008 - January 2010
Education
Texas Christian University
Terri Corrigan's Merrill Lynch Experience April 2013 - Present
Job AVP, MSG Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch April 2012 - April 2013
Sheshunoff Information Services March 2011 - May 2012
Merrill Lynch August 2009 - May 2011
Merrill Lynch December 2007 - August 2009
Skills
Project Management, Business Process..., Product Development, Software Project..., CRM, New Business Development, Analytics, Business Analysis, SharePoint, Banking, Change Management, Training, Salesforce.com, Sales Process, Testing, Customer Service, Forecasting, Requirements Analysis, Program Management, Vendor Management, Financial Services, Product Management, Asset Allocation, Analysis, Sales Operations, Series 7, Relationship Management, Software Development, Mutual Funds, Budgets, Risk Management, Investments, Management, Requirements Gathering, Employee Training, ETFs, Strategic Planning, Integration, Process Improvement, Portfolio Management, Account Management, Agile Methodologies, Project Portfolio..., Securities, Trading, Uniform Combined State..., Alternative Investments, Series 63, Investment Management, Wealth Management
Education
Texas State University 2013 — 2016
Master of Business Administration (MBA)
University of North Florida 2001 — 2005
BS, Public Relations, Political Science
Merrill Lynch April 2013 - Present
Merrill Lynch April 2012 - April 2013
Sheshunoff Information Services March 2011 - May 2012
Merrill Lynch August 2009 - May 2011
Merrill Lynch December 2007 - August 2009
Skills
Project Management, Business Process..., Product Development, Software Project..., CRM, New Business Development, Analytics, Business Analysis, SharePoint, Banking, Change Management, Training, Salesforce.com, Sales Process, Testing, Customer Service, Forecasting, Requirements Analysis, Program Management, Vendor Management, Financial Services, Product Management, Asset Allocation, Analysis, Sales Operations, Series 7, Relationship Management, Software Development, Mutual Funds, Budgets, Risk Management, Investments, Management, Requirements Gathering, Employee Training, ETFs, Strategic Planning, Integration, Process Improvement, Portfolio Management, Account Management, Agile Methodologies, Project Portfolio..., Securities, Trading, Uniform Combined State..., Alternative Investments, Series 63, Investment Management, Wealth Management
Education
Texas State University 2013 — 2016
Master of Business Administration (MBA)
University of North Florida 2001 — 2005
BS, Public Relations, Political Science
Bryan Charles Bryan Charles's Merrill Lynch Experience January 2008 - August 2008
Job Investment Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management May 2010 - Present
Morgan Stanley Smith Barney August 2008 - May 2010
Merrill Lynch January 2008 - August 2008
Education
Texas State University-San Marcos 2004 — 2007
BBA, Finance and Economics
UBS Private Wealth Management May 2010 - Present
Morgan Stanley Smith Barney August 2008 - May 2010
Merrill Lynch January 2008 - August 2008
Education
Texas State University-San Marcos 2004 — 2007
BBA, Finance and Economics
Angela Bentley Angela Bentley's Merrill Lynch Experience September 1995 - Present
Job Senior Associate at Merrill Lynch
Industry Investment Banking
Experience
just 4 clicks Photography January 2011 - Present
Scentsy, Inc. March 2010 - Present
Merrill Lynch September 1995 - Present
Skills
Customer Service, Process Improvement, Microsoft Excel
Education
Texas Christian University
Bachelor of Arts, Psychology
just 4 clicks Photography January 2011 - Present
Scentsy, Inc. March 2010 - Present
Merrill Lynch September 1995 - Present
Skills
Customer Service, Process Improvement, Microsoft Excel
Education
Texas Christian University
Bachelor of Arts, Psychology
Cora Pendergrass Cora Pendergrass's Merrill Lynch Experience March 2004 - October 2005
Job Senior Manager at Macquarie Cook Energy
Industry Oil & Energy
Experience
Macquarie Energy LLC April 2009 - Present
Constellation Energy October 2005 - April 2009
Merrill Lynch March 2004 - October 2005
Duke Energy Corporation March 2003 - March 2004
UBS Investment Bank December 2002 - March 2003
Enron December 1999 - December 2002
Columbia Energy Corp. December 1998 - December 1999
TexPar Energy LLC 1996 - 1998
Teco Gas Marketing 1995 - 1996
Brooklyn Interstate Natural Gas 1991 - 1995
Skills
Natural Gas, Gas, Trading, Risk Management, Pipelines, Energy, Management, Analysis, Commodity Markets, Energy Industry, Process Improvement, Energy Markets, Process Scheduler, Commodity, Upstream, Petroleum
Education
Texas Tech University 1978 — 1982
Bachelor of Science, Early Childhood Education
Macquarie Energy LLC April 2009 - Present
Constellation Energy October 2005 - April 2009
Merrill Lynch March 2004 - October 2005
Duke Energy Corporation March 2003 - March 2004
UBS Investment Bank December 2002 - March 2003
Enron December 1999 - December 2002
Columbia Energy Corp. December 1998 - December 1999
TexPar Energy LLC 1996 - 1998
Teco Gas Marketing 1995 - 1996
Brooklyn Interstate Natural Gas 1991 - 1995
Skills
Natural Gas, Gas, Trading, Risk Management, Pipelines, Energy, Management, Analysis, Commodity Markets, Energy Industry, Process Improvement, Energy Markets, Process Scheduler, Commodity, Upstream, Petroleum
Education
Texas Tech University 1978 — 1982
Bachelor of Science, Early Childhood Education
Erika Jensen's Merrill Lynch Experience 2010 - Present
Job Business development professional experienced in providing investment targets and implementing city management.
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Merrill Lynch 2010 - Present
Newmarket Town Council February 2007 - November 2009
City of Wimberley January 2006 - June 2006
Skills
Series 65, Economics, Asset Allocation, Series 7, Government, Leadership, Marketing, Wealth Accumulation, Mutual Funds, Wealth Management, Financial Analysis, Retirement Planning, Retirement, Investments, Securities, Risk Management, Client Service Oriented, Program Budgeting, Marketing Strategy, Building Relationships, Business Development, Team Management, Grant Writing, Research, 401k, Financial Advisory, Financial Services, Investment Advisory, Life Insurance, Series 63, Uniform Combined State...
Education
University of Oklahoma 2006 — 2009
MA, International Relations
Texas State University 2002 — 2006
BPA, Public Administration
Bank of America Merrill Lynch April 2014 - Present
Merrill Lynch 2010 - Present
Newmarket Town Council February 2007 - November 2009
City of Wimberley January 2006 - June 2006
Skills
Series 65, Economics, Asset Allocation, Series 7, Government, Leadership, Marketing, Wealth Accumulation, Mutual Funds, Wealth Management, Financial Analysis, Retirement Planning, Retirement, Investments, Securities, Risk Management, Client Service Oriented, Program Budgeting, Marketing Strategy, Building Relationships, Business Development, Team Management, Grant Writing, Research, 401k, Financial Advisory, Financial Services, Investment Advisory, Life Insurance, Series 63, Uniform Combined State...
Education
University of Oklahoma 2006 — 2009
MA, International Relations
Texas State University 2002 — 2006
BPA, Public Administration
Douglas Tanner Montgomery Douglas Tanner Montgomery's Merrill Lynch Experience January 2008 - May 2013
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Merrill Lynch January 2008 - May 2013
Wachovia December 2005 - January 2008
Preventive Medicine and Rehabilitation Centers March 2003 - December 2005
United States Air Force September 1998 - March 2005
Skills
Wealth Management
Education
Texas State University-San Marcos 1999 — 2001
Bachelor of Business Administration (BBA), Marketing and Management, Summa Cum Laude
Morgan Stanley Wealth Management May 2013 - Present
Merrill Lynch January 2008 - May 2013
Wachovia December 2005 - January 2008
Preventive Medicine and Rehabilitation Centers March 2003 - December 2005
United States Air Force September 1998 - March 2005
Skills
Wealth Management
Education
Texas State University-San Marcos 1999 — 2001
Bachelor of Business Administration (BBA), Marketing and Management, Summa Cum Laude
Gary Gwaltney's Merrill Lynch Experience 2001 - 2004
Job 20+ years of Global IT Enterprise Training Management Experience, Oracle Univ & Microsoft Learning Partners
Industry Professional Training & Coaching
Experience
Knowledge Transfer Consulting Services, Inc. September 1997 - Present
Knowledge Transfer Consulting Services, Inc. September 1997 - Present
Agriliance February 2005 - July 2005
Merrill Lynch 2001 - 2004
Best Buy 1997 - 2003
Carefacts September 1993 - January 1996
Aris Corporation 1995 - 1996
Mcdonnell Douglas 1991 - 1993
IBM 1989 - 1990
Skills
Business Analysis, Program Management, Strategic Planning, Change Management, Coaching, Team Building, Leadership, Account Management, Project Management, Sales, Process Improvement, Training, Leadership Development, Management Consulting, New Business Development, System Administration, Training Delivery, Business Development, Integration, Management, Consulting, Outsourcing, Strategy, Budgets, Networking, Employee Training, Vendor Management, Sales Operations, CRM, Training & Development
Education
University of Wisconsin-La Crosse 1986 — 1989
B.S., Sports Management
Texas Lutheran University
Business Administration and Management, General
Lincoln High School
Knowledge Transfer Consulting Services, Inc. September 1997 - Present
Knowledge Transfer Consulting Services, Inc. September 1997 - Present
Agriliance February 2005 - July 2005
Merrill Lynch 2001 - 2004
Best Buy 1997 - 2003
Carefacts September 1993 - January 1996
Aris Corporation 1995 - 1996
Mcdonnell Douglas 1991 - 1993
IBM 1989 - 1990
Skills
Business Analysis, Program Management, Strategic Planning, Change Management, Coaching, Team Building, Leadership, Account Management, Project Management, Sales, Process Improvement, Training, Leadership Development, Management Consulting, New Business Development, System Administration, Training Delivery, Business Development, Integration, Management, Consulting, Outsourcing, Strategy, Budgets, Networking, Employee Training, Vendor Management, Sales Operations, CRM, Training & Development
Education
University of Wisconsin-La Crosse 1986 — 1989
B.S., Sports Management
Texas Lutheran University
Business Administration and Management, General
Lincoln High School
Wesley Toudouze Wesley Toudouze's Merrill Lynch Experience May 2008 - August 2008
Job Property Tax Consultant at Arthur P. Veltman & Associates, Inc.
Industry Financial Services
Experience
Arthur P. Veltman & Associates, Inc. January 2014 - Present
Integra Realty Resources July 2011 - December 2013
Legal Grounds August 2010 - August 2011
Toudouze Inc. (DBA Toudouze Market) August 2009 - December 2009
Merrill Lynch May 2008 - August 2008
Education
Texas A&M University - Mays Business School 2005 — 2010
BA, Finance
Arthur P. Veltman & Associates, Inc. January 2014 - Present
Integra Realty Resources July 2011 - December 2013
Legal Grounds August 2010 - August 2011
Toudouze Inc. (DBA Toudouze Market) August 2009 - December 2009
Merrill Lynch May 2008 - August 2008
Education
Texas A&M University - Mays Business School 2005 — 2010
BA, Finance
Bill Baugh Bill Baugh's Merrill Lynch Experience June 2007 - January 2009
Job Providing innovative biological products for agriculture, wastewater, and bioremediation.
Industry Chemicals
Experience
Custom Biologicals - Bacteria in Action January 2010 - Present
Custom Biologicals, Inc. June 2009 - April 2011
Merrill Lynch June 2007 - January 2009
Custom Biologicals September 1992 - October 1999
Skills
Bioremediation, Environmental, Agriculture, Wastewater Treatment, Environmental Awareness, Renewable Energy, Sustainability, Business Development, Water Treatment, Organic Farming, Organic Gardening, Fertilizers, Microbiology, Biochar, Environmental..., Environmental Science, Golf Course Management, Engineering, Municipalities, Waste Management, Energy Efficiency, Soil, Water, Factory, Energy, Cleantech, Entrepreneurship, Environmental..., Start-ups, Recycling, Business Planning, Climate Change, Remediation, Environmental..., Product Development, Manufacturing, Sustainable Development, Facilities Management, Compost, Alternative Energy, Crop Protection, Environmental Compliance, Feasibility Studies, Filtration, Market Development, Solar Energy, Sustainable Business, Sustainable Energy, Waste, Agribusiness
Education
Seminole State College 1977 — 1986
AS, Science
Texas Tech University
Custom Biologicals - Bacteria in Action January 2010 - Present
Custom Biologicals, Inc. June 2009 - April 2011
Merrill Lynch June 2007 - January 2009
Custom Biologicals September 1992 - October 1999
Skills
Bioremediation, Environmental, Agriculture, Wastewater Treatment, Environmental Awareness, Renewable Energy, Sustainability, Business Development, Water Treatment, Organic Farming, Organic Gardening, Fertilizers, Microbiology, Biochar, Environmental..., Environmental Science, Golf Course Management, Engineering, Municipalities, Waste Management, Energy Efficiency, Soil, Water, Factory, Energy, Cleantech, Entrepreneurship, Environmental..., Start-ups, Recycling, Business Planning, Climate Change, Remediation, Environmental..., Product Development, Manufacturing, Sustainable Development, Facilities Management, Compost, Alternative Energy, Crop Protection, Environmental Compliance, Feasibility Studies, Filtration, Market Development, Solar Energy, Sustainable Business, Sustainable Energy, Waste, Agribusiness
Education
Seminole State College 1977 — 1986
AS, Science
Texas Tech University
Marc J Friezo Marc J Friezo's Merrill Lynch Experience June 1995 - November 2002
Job Managing Director Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management October 2011 - Present
Lydian Asset Management January 2003 - September 2011
Merrill Lynch June 1995 - November 2002
Merrill Lynch January 1994 - March 1995
McMahan Securities September 1992 - December 1993
ITT CORPORATION June 1987 - September 1992
Skills
Options, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Equities, Equity Derivatives, Fixed Income, Risk Management
Education
Texas Christian University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Washington Center
Advent Capital Management October 2011 - Present
Lydian Asset Management January 2003 - September 2011
Merrill Lynch June 1995 - November 2002
Merrill Lynch January 1994 - March 1995
McMahan Securities September 1992 - December 1993
ITT CORPORATION June 1987 - September 1992
Skills
Options, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Equities, Equity Derivatives, Fixed Income, Risk Management
Education
Texas Christian University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Washington Center
Dickson Thomas's Merrill Lynch Experience September 2005 - September 2006
Job Supply Networks at Novation
Industry Hospital & Health Care
Experience
Novation June 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas April 2015 - June 2015
CBRE November 2013 - February 2015
Allstate Insurance May 2008 - October 2013
Merrill Lynch September 2005 - September 2006
Skills
Risk Management, Strategic Financial..., Insurance, Business Analysis, Financial Analysis, Process Improvement, Financial Modeling, Data Analysis, Analysis, Financial Risk, Budgets, Business Development, Microsoft Excel, Due Diligence, Account Reconciliation, Financial Reporting, Accounting, Forecasting, Business Process..., Finance, Leadership, Management
Education
Texas A&M University-Commerce 2013 — 2015
Master of Business Administration (MBA)
University of Houston 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Novation June 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas April 2015 - June 2015
CBRE November 2013 - February 2015
Allstate Insurance May 2008 - October 2013
Merrill Lynch September 2005 - September 2006
Skills
Risk Management, Strategic Financial..., Insurance, Business Analysis, Financial Analysis, Process Improvement, Financial Modeling, Data Analysis, Analysis, Financial Risk, Budgets, Business Development, Microsoft Excel, Due Diligence, Account Reconciliation, Financial Reporting, Accounting, Forecasting, Business Process..., Finance, Leadership, Management
Education
Texas A&M University-Commerce 2013 — 2015
Master of Business Administration (MBA)
University of Houston 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
David Hayward's Merrill Lynch Experience January 1997 - January 1998
Job Mortgage Loan Originator at Thompson Kane & Company, LLC.
Industry Financial Services
Experience
Thompson Kane & Co, LLC May 2012 - April 2013
Barrington Research May 2006 - February 2009
Maxim Group L.L.C April 2007 - May 2008
Blaylock & Partners L.P March 2005 - March 2006
William Blair & Company January 2001 - January 2003
Sanders Morris Harris January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Asset Managment, Wealth Management, Strategic Financial..., Trading, Hedge Funds, Equity Research, Valuation, Capital Markets, Financial Modeling, Mortgage Lending
Education
Texas Christian University 1994 — 1996
Master, Business Administration
University of Texas at 1987 — 1991
Bachelor of Arts, Economics
Thompson Kane & Co, LLC May 2012 - April 2013
Barrington Research May 2006 - February 2009
Maxim Group L.L.C April 2007 - May 2008
Blaylock & Partners L.P March 2005 - March 2006
William Blair & Company January 2001 - January 2003
Sanders Morris Harris January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Asset Managment, Wealth Management, Strategic Financial..., Trading, Hedge Funds, Equity Research, Valuation, Capital Markets, Financial Modeling, Mortgage Lending
Education
Texas Christian University 1994 — 1996
Master, Business Administration
University of Texas at 1987 — 1991
Bachelor of Arts, Economics
Neil Gillespie Neil Gillespie's Merrill Lynch Experience 1990 - 1992
Job Strategic & Management Consulting, gillespieconsulting.net
Industry Management Consulting
Experience
Gillespie Consulting 1994 - Present
Science Projects (nationwide eCommerce scientific equipment distributor) 1999 - 2011
Northwood University 2000 - 2001
Gillespie Consulting 1994 - 1998
Metro Industries, Inc. (manufacturing & construction company) 1992 - 1994
Merrill Lynch 1990 - 1992
Bass Brothers / Taylor & Co. (International securities investments) 1989 - 1990
Cummins Supply Co. (Electrical, industrial, & lighting equipment) 1984 - 1986
Mahaney International (dealer for International Hough & Dresser Industries) 1982 - 1984
Grayco Specialists (manufacturer of heavy equipment for oil industry) 1981 - 1982
Skills
Strategy, Leadership, Entrepreneurship, Management, Training, Strategic Planning, Contract Negotiation, E-commerce, Sales, Finance, Manufacturing, Retail, Executive Management, Small Business, Investments, Managerial Finance, Employee Training
Education
Texas Christian University - M.J. Neeley School of Business 1988 — 1990
MBA, Dual concentrations: Finance; Management
Virginia Polytechnic Institute and State University 1970 — 1975
B.A., Mathematics / Education
Gillespie Consulting 1994 - Present
Science Projects (nationwide eCommerce scientific equipment distributor) 1999 - 2011
Northwood University 2000 - 2001
Gillespie Consulting 1994 - 1998
Metro Industries, Inc. (manufacturing & construction company) 1992 - 1994
Merrill Lynch 1990 - 1992
Bass Brothers / Taylor & Co. (International securities investments) 1989 - 1990
Cummins Supply Co. (Electrical, industrial, & lighting equipment) 1984 - 1986
Mahaney International (dealer for International Hough & Dresser Industries) 1982 - 1984
Grayco Specialists (manufacturer of heavy equipment for oil industry) 1981 - 1982
Skills
Strategy, Leadership, Entrepreneurship, Management, Training, Strategic Planning, Contract Negotiation, E-commerce, Sales, Finance, Manufacturing, Retail, Executive Management, Small Business, Investments, Managerial Finance, Employee Training
Education
Texas Christian University - M.J. Neeley School of Business 1988 — 1990
MBA, Dual concentrations: Finance; Management
Virginia Polytechnic Institute and State University 1970 — 1975
B.A., Mathematics / Education
Craig_Dean cdtextea1@gmail.com Craig_Dean cdtextea1@gmail.com's Merrill Lynch Experience May 2002 - May 2008
Job Experienced VP Finance Strategy & Analytics
Industry Financial Services
Experience
The Hackett Group 2011 - Present
L.C. Dean, LLC May 2008 - Present
Merrill Lynch May 2002 - May 2008
Merrill Lynch January 2001 - May 2002
URS January 2000 - January 2001
SCGroup Incorporated January 1998 - January 2000
NovaBus, Inc. January 1996 - January 1998
Clark Refining & Marketing May 1994 - December 1995
Amoco Oil Company February 1989 - May 1994
J. C. Evans Construction January 1986 - January 1990
Skills
Mergers, Strategy, Forecasting, Cross-functional Team..., Financial Modeling, Management, Change Management, Analysis, Business Strategy, Financial Planning, Mergers & Acquisitions, Financial Reporting, Restructuring, Financial Services, Business Intelligence, Business Process..., Finance, Start-ups, Leadership, Business Analysis, Project Management, Negotiation, Financial Analysis, Outsourcing, Shared Services, Process Improvement
Education
Texas State University 1980 — 1984
Bachelor, Business Administration * Accounting
The Hackett Group 2011 - Present
L.C. Dean, LLC May 2008 - Present
Merrill Lynch May 2002 - May 2008
Merrill Lynch January 2001 - May 2002
URS January 2000 - January 2001
SCGroup Incorporated January 1998 - January 2000
NovaBus, Inc. January 1996 - January 1998
Clark Refining & Marketing May 1994 - December 1995
Amoco Oil Company February 1989 - May 1994
J. C. Evans Construction January 1986 - January 1990
Skills
Mergers, Strategy, Forecasting, Cross-functional Team..., Financial Modeling, Management, Change Management, Analysis, Business Strategy, Financial Planning, Mergers & Acquisitions, Financial Reporting, Restructuring, Financial Services, Business Intelligence, Business Process..., Finance, Start-ups, Leadership, Business Analysis, Project Management, Negotiation, Financial Analysis, Outsourcing, Shared Services, Process Improvement
Education
Texas State University 1980 — 1984
Bachelor, Business Administration * Accounting
Melissa D. White Melissa D. White's Merrill Lynch Experience January 2000 - September 2001
Job Experienced Executive Open to Opportunities in Marketing & Development
Industry Leisure, Travel & Tourism
Experience
Experienced Professional Committed to Exceeding Goals with Proven Record of Success April 2015 - Present
Galveston Island Convention and Visitors Bureau May 2013 - February 2015
Schlitterbahn Galveston Island Waterpark March 2005 - April 2013
Schlitterbahn Development Group / H.S.A. Development Group September 2004 - March 2005
Schlitterbahn Beach Waterpark August 2003 - September 2004
Schlitterbahn Beach Waterpark June 2003 - August 2003
A.R.C. of Dallas February 2000 - April 2003
Merrill Lynch January 2000 - September 2001
Gruene Mansion Inn Restaurant 1995 - 1998
Schlitterbahn Waterpark Resorts 1996 - 1997
Skills
Event Management, Marketing, Social Media, Advertising, Social Media Marketing, E-commerce Optimization, Sales, Public Relations, Event Planning, B2C Marketing, Public Speaking, B2B Marketing Strategy, Leadership, Customer Service, Digital Strategy, Team Building, Strategic Planning, Technical Writing, Online Lead Generation, Management, Content Marketing, Marketing Automation, Product Marketing, Product Development, Negotiation, CRM, Strategic Partnerships, Budgets, Managing Agency..., Contract Negotiation, Salesforce.com, Team Leadership, Social Networking, Web Content, New Business Development, Tourism, Facebook, Trade Shows, Training, Hospitality Industry, PowerPoint, Hospitality, Entertainment, Account Management, Retail, Annual Reports, Sales Management, Promotions, Hospitality Management, Analysis
Education
The University of Dallas 2000 — 2002
Bachelors, Economics
Texas Lutheran University 1998 — 1999
Biology/Biological Sciences (Pre-Medicine)
Experienced Professional Committed to Exceeding Goals with Proven Record of Success April 2015 - Present
Galveston Island Convention and Visitors Bureau May 2013 - February 2015
Schlitterbahn Galveston Island Waterpark March 2005 - April 2013
Schlitterbahn Development Group / H.S.A. Development Group September 2004 - March 2005
Schlitterbahn Beach Waterpark August 2003 - September 2004
Schlitterbahn Beach Waterpark June 2003 - August 2003
A.R.C. of Dallas February 2000 - April 2003
Merrill Lynch January 2000 - September 2001
Gruene Mansion Inn Restaurant 1995 - 1998
Schlitterbahn Waterpark Resorts 1996 - 1997
Skills
Event Management, Marketing, Social Media, Advertising, Social Media Marketing, E-commerce Optimization, Sales, Public Relations, Event Planning, B2C Marketing, Public Speaking, B2B Marketing Strategy, Leadership, Customer Service, Digital Strategy, Team Building, Strategic Planning, Technical Writing, Online Lead Generation, Management, Content Marketing, Marketing Automation, Product Marketing, Product Development, Negotiation, CRM, Strategic Partnerships, Budgets, Managing Agency..., Contract Negotiation, Salesforce.com, Team Leadership, Social Networking, Web Content, New Business Development, Tourism, Facebook, Trade Shows, Training, Hospitality Industry, PowerPoint, Hospitality, Entertainment, Account Management, Retail, Annual Reports, Sales Management, Promotions, Hospitality Management, Analysis
Education
The University of Dallas 2000 — 2002
Bachelors, Economics
Texas Lutheran University 1998 — 1999
Biology/Biological Sciences (Pre-Medicine)
Rebecca Grubbs Rebecca Grubbs's Merrill Lynch Experience May 2003 - May 2004
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments January 2010 - August 2011
JP Morgan Chase May 2009 - January 2010
Fidelity Investments June 2007 - February 2009
Fidelity Investments August 2006 - June 2007
Fidelity Investments June 2005 - August 2006
TCU: American Advertising Federation August 2004 - May 2005
Southwest Securities May 2004 - August 2004
TCU: General Motors August 2003 - May 2004
Merrill Lynch May 2003 - May 2004
Skills
Series 63, Marketing, Banking, Leadership, CRM, Training, Management, Lead Generation, Selling, Business Planning, Sales, Process Improvement, 401k, Retirement, Finance, Series 7
Education
Texas Christian University 2002 — 2005
BBA, Marketing, Finance, Accounting
Granbury High School 1998 — 2001
Fidelity Investments August 2011 - Present
Fidelity Investments January 2010 - August 2011
JP Morgan Chase May 2009 - January 2010
Fidelity Investments June 2007 - February 2009
Fidelity Investments August 2006 - June 2007
Fidelity Investments June 2005 - August 2006
TCU: American Advertising Federation August 2004 - May 2005
Southwest Securities May 2004 - August 2004
TCU: General Motors August 2003 - May 2004
Merrill Lynch May 2003 - May 2004
Skills
Series 63, Marketing, Banking, Leadership, CRM, Training, Management, Lead Generation, Selling, Business Planning, Sales, Process Improvement, 401k, Retirement, Finance, Series 7
Education
Texas Christian University 2002 — 2005
BBA, Marketing, Finance, Accounting
Granbury High School 1998 — 2001
Cameron Fox Cameron Fox's Merrill Lynch Experience June 2011 - August 2011
Job Finance Dept Coupa Software Implementation Team
Industry Transportation/Trucking/Railroad
Experience
BNSF Railway April 2015 - Present
BNSF Railway March 2014 - Present
BNSF Railway May 2013 - Present
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, Data Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor's Degree, Bachelor of Business Administration - Finance and Business Information Systems
Episcopal High School 2006 — 2010
BNSF Railway April 2015 - Present
BNSF Railway March 2014 - Present
BNSF Railway May 2013 - Present
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, Data Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor's Degree, Bachelor of Business Administration - Finance and Business Information Systems
Episcopal High School 2006 — 2010
Michael W Arnold's Merrill Lynch Experience June 1997 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1997 - Present
Education
Texas A&M University-Corpus Christi 1994 — 1997
Bachelor of Arts (B.A.), History and Economics
Merrill Lynch June 1997 - Present
Education
Texas A&M University-Corpus Christi 1994 — 1997
Bachelor of Arts (B.A.), History and Economics
Elizabeth Close Elizabeth Close's Merrill Lynch Experience May 2011 - February 2012
Job J.P. Morgan Asset Management 1st Year Analyst
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2012 - August 2012
Merrill Lynch May 2011 - February 2012
Colonial Country Club May 2011 - August 2011
Deem Family August 2010 - May 2011
Edelman & Thompson Law Firm May 2010 - August 2010
Education
Neeley School of Business 2009 — 2013
Finance
Texas Christian University
J.P. Morgan Private Bank June 2012 - August 2012
Merrill Lynch May 2011 - February 2012
Colonial Country Club May 2011 - August 2011
Deem Family August 2010 - May 2011
Edelman & Thompson Law Firm May 2010 - August 2010
Education
Neeley School of Business 2009 — 2013
Finance
Texas Christian University
Sean M Hennessey, CFP®, ChFC®'s Merrill Lynch Experience September 2006 - June 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Merrill Lynch September 2006 - June 2009
Banc of America Investments April 2001 - September 2006
Education
Texas Christian University
BBA, Finance
Wells Fargo Advisors June 2009 - Present
Merrill Lynch September 2006 - June 2009
Banc of America Investments April 2001 - September 2006
Education
Texas Christian University
BBA, Finance
Clay Kennedy Clay Kennedy's Merrill Lynch Experience January 2006 - January 2008
Job Regional Vice President at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2011 - Present
ReMark International February 2010 - April 2011
Bankers Life and Casualty January 2009 - February 2010
Nationwide Financial Network January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Guardian January 2004 - January 2005
Jackson National Life January 2000 - January 2003
HD Vest 1999 - 2000
Education
Texas Tech University 1994 — 1997
BA, Psychology
Principal Financial Group July 2011 - Present
ReMark International February 2010 - April 2011
Bankers Life and Casualty January 2009 - February 2010
Nationwide Financial Network January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Guardian January 2004 - January 2005
Jackson National Life January 2000 - January 2003
HD Vest 1999 - 2000
Education
Texas Tech University 1994 — 1997
BA, Psychology
Bob Juba's Merrill Lynch Experience May 1999 - Present
Job Sr. Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1999 - Present
Amarillo Economic Development Corp October 1994 - May 1999
City of Amarillo November 1991 - October 1994
Texas Innovation Group September 1990 - November 1991
Education
Texas Tech University 1989 — 1990
MPA
The University of Texas at Austin 1984 — 1988
BA
Merrill Lynch May 1999 - Present
Amarillo Economic Development Corp October 1994 - May 1999
City of Amarillo November 1991 - October 1994
Texas Innovation Group September 1990 - November 1991
Education
Texas Tech University 1989 — 1990
MPA
The University of Texas at Austin 1984 — 1988
BA
John R. Thane, CRPC® John R. Thane, CRPC®'s Merrill Lynch Experience February 2010 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Morgan Stanley Smith Barney July 2004 - February 2010
World Travel Partners May 2002 - June 2004
American Express Corporate Services August 1989 - December 2001
Skills
Sales, Estate Planning, Retirement Planning, Asset Managment, Financial Services, Budgets, Series 7, Insurance, Team Building, Small Business, Negotiation, Strategic Financial..., Alternative Investments, Financial Advisory, Investments, Customer Service, Portfolio Management, Contract Negotiation, Wealth Management, Loans, Marketing, Strategic Planning, Financial Analysis, Investment Strategies, Asset Protection, Mortgage Lending, Mutual Funds, Tax, Real Estate, Financial Goals, IRAs, Team Leadership, Public Speaking, Asset Management, Business Development, Finance, Investment Advisory, Risk Management, Separately Managed..., Wealth
Education
Texas State University-San Marcos 1984 — 1987
Bachelor of Science (BS), Marketing
Merrill Lynch February 2010 - Present
Morgan Stanley Smith Barney July 2004 - February 2010
World Travel Partners May 2002 - June 2004
American Express Corporate Services August 1989 - December 2001
Skills
Sales, Estate Planning, Retirement Planning, Asset Managment, Financial Services, Budgets, Series 7, Insurance, Team Building, Small Business, Negotiation, Strategic Financial..., Alternative Investments, Financial Advisory, Investments, Customer Service, Portfolio Management, Contract Negotiation, Wealth Management, Loans, Marketing, Strategic Planning, Financial Analysis, Investment Strategies, Asset Protection, Mortgage Lending, Mutual Funds, Tax, Real Estate, Financial Goals, IRAs, Team Leadership, Public Speaking, Asset Management, Business Development, Finance, Investment Advisory, Risk Management, Separately Managed..., Wealth
Education
Texas State University-San Marcos 1984 — 1987
Bachelor of Science (BS), Marketing
Anne Hoopes's Merrill Lynch Experience January 2015 - Present
Job Senior Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch February 2012 - January 2015
UBS October 2011 - February 2012
SagePoint Financial June 2008 - June 2011
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA
Merrill Lynch January 2015 - Present
Merrill Lynch February 2012 - January 2015
UBS October 2011 - February 2012
SagePoint Financial June 2008 - June 2011
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA
Nicole Lazarz Nicole Lazarz's Merrill Lynch Experience June 2014 - August 2014
Job BBA Finance
Industry Financial Services
Experience
Merrill Lynch June 2014 - August 2014
SOHO May 2012 - January 2013
Shellist Lazarz Slobin LLP December 2011 - January 2012
Skills
Customer Service, Time Management, Finance, Financial Analysis, Financial Planning, Wealth Management..., PowerPoint, Microsoft Word, Microsoft Excel, Research, Public Speaking, Teamwork, Team Leadership, Leadership, Project Management, Social Media, Social Networking, Marketing, Event Planning, Microsoft Office, Sales, Retail
Education
Texas State University-San Marcos 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Mississippi 2010 — 2012
St. Agnes Academy 2006 — 2010
Merrill Lynch June 2014 - August 2014
SOHO May 2012 - January 2013
Shellist Lazarz Slobin LLP December 2011 - January 2012
Skills
Customer Service, Time Management, Finance, Financial Analysis, Financial Planning, Wealth Management..., PowerPoint, Microsoft Word, Microsoft Excel, Research, Public Speaking, Teamwork, Team Leadership, Leadership, Project Management, Social Media, Social Networking, Marketing, Event Planning, Microsoft Office, Sales, Retail
Education
Texas State University-San Marcos 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Mississippi 2010 — 2012
St. Agnes Academy 2006 — 2010
Andrew Henk, CFP® Andrew Henk, CFP®'s Merrill Lynch Experience February 2011 - August 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors August 2015 - Present
Merrill Lynch February 2011 - August 2015
Eureka Holdings May 2008 - August 2009
Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Investments, Series 7, Corporate Finance, Asset Management, Portfolio Management, Investment Management
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor, Business Administration; Finance; Accounting
Highland Park High School 2002 — 2006
Wells Fargo Advisors August 2015 - Present
Merrill Lynch February 2011 - August 2015
Eureka Holdings May 2008 - August 2009
Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Investments, Series 7, Corporate Finance, Asset Management, Portfolio Management, Investment Management
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor, Business Administration; Finance; Accounting
Highland Park High School 2002 — 2006
Tyler Zodrow Tyler Zodrow's Merrill Lynch Experience June 2009 - August 2009
Job Associate at First Reserve
Industry Financial Services
Experience
First Reserve August 2015 - Present
Deutsche Bank July 2012 - July 2015
Deutsche Bank June 2011 - August 2011
Tudor Pickering & Holt September 2010 - December 2010
United Investment Managers June 2010 - August 2010
Q Investments March 2010 - May 2010
Merrill Lynch June 2009 - August 2009
Education
Texas Christian University 2008 — 2012
First Reserve August 2015 - Present
Deutsche Bank July 2012 - July 2015
Deutsche Bank June 2011 - August 2011
Tudor Pickering & Holt September 2010 - December 2010
United Investment Managers June 2010 - August 2010
Q Investments March 2010 - May 2010
Merrill Lynch June 2009 - August 2009
Education
Texas Christian University 2008 — 2012
Wes Howeth's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Neuberger Berman January 2013 - January 2014
Skills
Bloomberg Terminal, Financial Modeling, Microsoft Excel, Economics, Financial Research, Equity Research, Investments, Hedge Funds, Financial Analysis, Valuation, Private Equity, Data Analysis, Finance, Equities
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelors Business Administration, Finance, Economics, Energy
Merrill Lynch January 2014 - Present
Neuberger Berman January 2013 - January 2014
Skills
Bloomberg Terminal, Financial Modeling, Microsoft Excel, Economics, Financial Research, Equity Research, Investments, Hedge Funds, Financial Analysis, Valuation, Private Equity, Data Analysis, Finance, Equities
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelors Business Administration, Finance, Economics, Energy
Belinda Bolton's Merrill Lynch Experience March 2005 - August 2008
Job Data Integrity Manager, Project Management
Industry Banking
Experience
Wells Fargo January 2012 - Present
Wells Fargo January 2009 - March 2012
MERRILL LYNCH March 2005 - August 2008
MERRILL LYNCH 2005 - 2008
Skills
Management, Commercial Lending, Loans, Small Business Lending, Commercial Real Estate, Process Improvement, Auditing, Financial Analysis, Documentation, Leadership, Credit
Education
Texas Tech University
Business/FInance
Wells Fargo January 2012 - Present
Wells Fargo January 2009 - March 2012
MERRILL LYNCH March 2005 - August 2008
MERRILL LYNCH 2005 - 2008
Skills
Management, Commercial Lending, Loans, Small Business Lending, Commercial Real Estate, Process Improvement, Auditing, Financial Analysis, Documentation, Leadership, Credit
Education
Texas Tech University
Business/FInance
Bobby Senter's Merrill Lynch Experience July 2011 - September 2015
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2015 - Present
Merrill Lynch July 2011 - September 2015
Merrill Lynch January 2010 - May 2011
Morgan Stanley Smith Barney January 2009 - December 2009
Citi September 2008 - December 2008
Skills
Wealth, Financial Analysis, Finance, Wealth Management, Credit Analysis, Bloomberg, Financial Modeling, Estate Planning, Financial Advisory, Valuation
Education
Texas Christian University 2007 — 2011
BBA, Finance
UBS September 2015 - Present
Merrill Lynch July 2011 - September 2015
Merrill Lynch January 2010 - May 2011
Morgan Stanley Smith Barney January 2009 - December 2009
Citi September 2008 - December 2008
Skills
Wealth, Financial Analysis, Finance, Wealth Management, Credit Analysis, Bloomberg, Financial Modeling, Estate Planning, Financial Advisory, Valuation
Education
Texas Christian University 2007 — 2011
BBA, Finance
Michael Coletta Michael Coletta's Merrill Lynch Experience 2014 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
Seeking New Opportunity 2015 - Present
Merrill Lynch 2014 - 2015
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Leadership, Teamwork, Financial Analysis, Social Networking, Public Speaking, Team Leadership
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor’s Degree
Seeking New Opportunity 2015 - Present
Merrill Lynch 2014 - 2015
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Leadership, Teamwork, Financial Analysis, Social Networking, Public Speaking, Team Leadership
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor’s Degree
Noel Fregoso Noel Fregoso's Merrill Lynch Experience March 2008 - March 2010
Job Contact Strategy Dialer Team Lead at IBM
Industry Financial Services
Experience
IBM Global Business Process Services March 2010 - Present
Merrill Lynch March 2008 - March 2010
El Mexicano July 2006 - March 2008
Skills
Business Analysis, Analysis, Microsoft Excel, Call Centers, Strategic Planning, Change Management, Data Analysis, Business Process..., Business Development, Microsoft Office, Team Building, Project Management, Process Improvement, Risk Management, Team Leadership, Leadership, Program Management, Management, Customer Service, Vendor Management, Banking, SQL, Access, SharePoint, Business Process, Software Documentation, Mortgage Lending, Microsoft SQL Server, Integration, Requirements Analysis, Agile Methodologies, Cross-functional Team..., Strategy, Loans
Education
Texas A&M University-Kingsville 2002 — 2004
IBM Global Business Process Services March 2010 - Present
Merrill Lynch March 2008 - March 2010
El Mexicano July 2006 - March 2008
Skills
Business Analysis, Analysis, Microsoft Excel, Call Centers, Strategic Planning, Change Management, Data Analysis, Business Process..., Business Development, Microsoft Office, Team Building, Project Management, Process Improvement, Risk Management, Team Leadership, Leadership, Program Management, Management, Customer Service, Vendor Management, Banking, SQL, Access, SharePoint, Business Process, Software Documentation, Mortgage Lending, Microsoft SQL Server, Integration, Requirements Analysis, Agile Methodologies, Cross-functional Team..., Strategy, Loans
Education
Texas A&M University-Kingsville 2002 — 2004
Trent Alton Birdsong, CPWA®, CIMA®, CFP® Trent Alton Birdsong, CPWA®, CIMA®, CFP®'s Merrill Lynch Experience 1999 - 2007
Job Financial Advisor | Managing Director Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
UBS Financial Services, Inc. February 2007 - December 2014
Merrill Lynch 1999 - 2007
Salomon Smith Barney 2001 - 2002
Oppenheimer & Co. 1995 - 1999
Skills
Financial Planning, Investment Advisory, Portfolio Management, Tax Management, Risk Management, Credit and Lending, Estate Planning, Executive Services, Concentrated Stock..., College Education..., Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 2009 — 2009
CPWA®, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Certified Investment Managment Analyst
Texas A&M University - Mays Business School 1990 — 1994
BBA, Management
Wells Fargo Advisors December 2014 - Present
UBS Financial Services, Inc. February 2007 - December 2014
Merrill Lynch 1999 - 2007
Salomon Smith Barney 2001 - 2002
Oppenheimer & Co. 1995 - 1999
Skills
Financial Planning, Investment Advisory, Portfolio Management, Tax Management, Risk Management, Credit and Lending, Estate Planning, Executive Services, Concentrated Stock..., College Education..., Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 2009 — 2009
CPWA®, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Certified Investment Managment Analyst
Texas A&M University - Mays Business School 1990 — 1994
BBA, Management
Simon Luna Simon Luna's Merrill Lynch Experience August 2005 - March 2007
Job Photographer
Industry Photography
Experience
Simon Luna Studios, LLC / DBA Simon Luna Photography February 2008 - Present
S. Luna Enterprises, Inc. January 1998 - Present
M. Terry Enterprises, Inc. - Private Family Office February 2012 - November 2014
JPMorgan Chase March 2007 - February 2012
Merrill Lynch August 2005 - March 2007
Ameriprise Financial Services, Inc. March 2004 - August 2005
Education
Texas State University-San Marcos 1990 — 1995
BA
Simon Luna Studios, LLC / DBA Simon Luna Photography February 2008 - Present
S. Luna Enterprises, Inc. January 1998 - Present
M. Terry Enterprises, Inc. - Private Family Office February 2012 - November 2014
JPMorgan Chase March 2007 - February 2012
Merrill Lynch August 2005 - March 2007
Ameriprise Financial Services, Inc. March 2004 - August 2005
Education
Texas State University-San Marcos 1990 — 1995
BA
Sophie Mulvaney's Merrill Lynch Experience October 2012 - February 2013
Job Student at the Conrad N. Hilton College of Hotel and Restaurant Management
Industry Hospitality
Experience
U.S. & Texas Law Shield August 2015 - Present
Nanny October 2014 - August 2015
University of Houston July 2013 - October 2014
The Briar Club March 2013 - July 2013
Merrill Lynch October 2012 - February 2013
Skills
TBS International..., Highly personable, Organized, Friendly Personality, Serve Safe Certified, Close Attention to..., Goal Oriented, Self-driven, Meeting Planning, Corporate Events, Coordinating Events, Food, Relationship Marketing, Telephone Skills, Event Planning, Event Management, People Skills, People-oriented, Team-oriented, Catering, Hospitality, Leadership, Microsoft Office, Customer Service, PowerPoint, Time Management, Microsoft Word, Microsoft Excel, Social Media, Marketing, Social Networking, Social Media Marketing, Facebook, Hospitality Industry, Hospitality Management, Management, Restaurants, Sales, Public Speaking, Fundraising, Training, Hotels, Communication, Marketing Communications, Customer Satisfaction, Public Relations, Banquets, Budgets, Research, Food
Education
University of Houston 2012 — 2015
Hotel and Restaurant Management, Event Management
Texas State University-San Marcos 2009 — 2012
U.S. & Texas Law Shield August 2015 - Present
Nanny October 2014 - August 2015
University of Houston July 2013 - October 2014
The Briar Club March 2013 - July 2013
Merrill Lynch October 2012 - February 2013
Skills
TBS International..., Highly personable, Organized, Friendly Personality, Serve Safe Certified, Close Attention to..., Goal Oriented, Self-driven, Meeting Planning, Corporate Events, Coordinating Events, Food, Relationship Marketing, Telephone Skills, Event Planning, Event Management, People Skills, People-oriented, Team-oriented, Catering, Hospitality, Leadership, Microsoft Office, Customer Service, PowerPoint, Time Management, Microsoft Word, Microsoft Excel, Social Media, Marketing, Social Networking, Social Media Marketing, Facebook, Hospitality Industry, Hospitality Management, Management, Restaurants, Sales, Public Speaking, Fundraising, Training, Hotels, Communication, Marketing Communications, Customer Satisfaction, Public Relations, Banquets, Budgets, Research, Food
Education
University of Houston 2012 — 2015
Hotel and Restaurant Management, Event Management
Texas State University-San Marcos 2009 — 2012
Clint Wilson's Merrill Lynch Experience December 1994 - June 1995
Job Experienced Software Executive
Industry Information Technology and Services
Experience
Cazoomi October 2009 - Present
CnCpartners September 2008 - Present
Sererra June 2008 - October 2009
NetSuite November 2007 - May 2008
HBD & Associates July 2002 - October 2007
Pentech Financial Services June 2001 - May 2002
Actuate Corporation October 2000 - May 2001
Moriyama High School June 1995 - June 1998
Merrill Lynch December 1994 - June 1995
Skills
Force.com, Oracle E-Business Suite, Email Marketing, Cloud Computing, Accounting, Business Strategy, Consulting, Customer Service, Web Design, Product Development, E-commerce, Finance, Team Leadership, Social Media, Online Marketing, Non-profits, Sales, Software Implementation, Marketing Strategy, Constant Contact, NetSuite, Zoho CRM, Conversational Japanese, SAP, Salesforce.com, ERP, Integration, Financial Reporting, Requirements Gathering, Revenue Forecasting, Revenue Recognition, Account Management, New Business Development, Product Management, Competitive Analysis, Start-ups, Business Development, Entrepreneurship, Strategy, Cross-functional Team..., Solution Selling, Leadership, Management, CRM, Sales Operations, Project Management, Strategic Partnerships, Analysis, Business Intelligence, Nonprofits
Education
University of San Francisco - School of Management 1999 — 2001
MBA/MA, Finance and Accounting
University of North Texas 1992 — 1994
B.A., History & Asian Studies
Texas Tech University 1990 — 1992
Associates Degree, Accounting & Asian Studies
Cazoomi October 2009 - Present
CnCpartners September 2008 - Present
Sererra June 2008 - October 2009
NetSuite November 2007 - May 2008
HBD & Associates July 2002 - October 2007
Pentech Financial Services June 2001 - May 2002
Actuate Corporation October 2000 - May 2001
Moriyama High School June 1995 - June 1998
Merrill Lynch December 1994 - June 1995
Skills
Force.com, Oracle E-Business Suite, Email Marketing, Cloud Computing, Accounting, Business Strategy, Consulting, Customer Service, Web Design, Product Development, E-commerce, Finance, Team Leadership, Social Media, Online Marketing, Non-profits, Sales, Software Implementation, Marketing Strategy, Constant Contact, NetSuite, Zoho CRM, Conversational Japanese, SAP, Salesforce.com, ERP, Integration, Financial Reporting, Requirements Gathering, Revenue Forecasting, Revenue Recognition, Account Management, New Business Development, Product Management, Competitive Analysis, Start-ups, Business Development, Entrepreneurship, Strategy, Cross-functional Team..., Solution Selling, Leadership, Management, CRM, Sales Operations, Project Management, Strategic Partnerships, Analysis, Business Intelligence, Nonprofits
Education
University of San Francisco - School of Management 1999 — 2001
MBA/MA, Finance and Accounting
University of North Texas 1992 — 1994
B.A., History & Asian Studies
Texas Tech University 1990 — 1992
Associates Degree, Accounting & Asian Studies
Barbara Webster Barbara Webster's Merrill Lynch Experience May 1987 - August 1998
Job Barbara L. Webster, CFP(R) BLW Financial Risk Consultant
Industry Insurance
Experience
BLW Financial Risk Consultant October 2014 - Present
Aflac March 2013 - Present
Legal Shield August 2014 - Present
National Farm Life September 2014 - Present
EIS Eldercare October 2014 - Present
Wells Fargo Advisors October 2008 - June 2009
Wachovia Securities Financial Network January 2008 - October 2008
A. G. Edwards & Sons August 1998 - January 2008
Merrill Lynch May 1987 - August 1998
Various Investment Advisory Firms October 1969 - May 1987
Skills
Financial risk..., life and heath..., Life Insurance, Disability Insurance, Term Life Insurance, Insurance, Health Insurance, Claim, Employee Benefits, Whole Life, Critical Illness, Accident Insurance, Dental Insurance, Vision Insurance, hospital supplemental..., Medicare Supplements, Legal Service Contract..., Identity Theft Solutions
Education
Texas Tech University
BLW Financial Risk Consultant October 2014 - Present
Aflac March 2013 - Present
Legal Shield August 2014 - Present
National Farm Life September 2014 - Present
EIS Eldercare October 2014 - Present
Wells Fargo Advisors October 2008 - June 2009
Wachovia Securities Financial Network January 2008 - October 2008
A. G. Edwards & Sons August 1998 - January 2008
Merrill Lynch May 1987 - August 1998
Various Investment Advisory Firms October 1969 - May 1987
Skills
Financial risk..., life and heath..., Life Insurance, Disability Insurance, Term Life Insurance, Insurance, Health Insurance, Claim, Employee Benefits, Whole Life, Critical Illness, Accident Insurance, Dental Insurance, Vision Insurance, hospital supplemental..., Medicare Supplements, Legal Service Contract..., Identity Theft Solutions
Education
Texas Tech University
Jeff Michero Jeff Michero's Merrill Lynch Experience 2008 - 2009
Job Investment Advisor Representative at Michero Wealth Management
Industry Financial Services
Experience
MICHERO WEALTH MANAGEMENT January 2015 - Present
Mullins Wealth Advisors, LLC. January 2009 - January 2015
Merrill Lynch 2008 - 2009
UBS Wealth Management 2002 - 2007
Skills
Securities, Accounting, Alternative Investments, Asset Allocation, Asset Management, Banking, Brokerage, Cash Flow, Business Valuation, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Equities, Equity Research, Estate Planning, FINRA, Finance, Financial Modeling, Financial Analysis, Financial Advisory, Financial Reporting, Financial Planners, Fixed Annuities, Forecasting, Investment Properties, Insurance, Investment Strategies, Investments, Life Insurance, Loans, Long-term Care, Mergers, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Risk Management, Series 7, Series 63, Strategic Financial..., Strategic Planning, Strategy, Valuation, Wealth, Wealth Management
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance & Accounting
MICHERO WEALTH MANAGEMENT January 2015 - Present
Mullins Wealth Advisors, LLC. January 2009 - January 2015
Merrill Lynch 2008 - 2009
UBS Wealth Management 2002 - 2007
Skills
Securities, Accounting, Alternative Investments, Asset Allocation, Asset Management, Banking, Brokerage, Cash Flow, Business Valuation, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Equities, Equity Research, Estate Planning, FINRA, Finance, Financial Modeling, Financial Analysis, Financial Advisory, Financial Reporting, Financial Planners, Fixed Annuities, Forecasting, Investment Properties, Insurance, Investment Strategies, Investments, Life Insurance, Loans, Long-term Care, Mergers, Mutual Funds, Portfolio Management, Private Equity, Retirement, Retirement Planning, Risk Management, Series 7, Series 63, Strategic Financial..., Strategic Planning, Strategy, Valuation, Wealth, Wealth Management
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance & Accounting
Jason Charles Jason Charles's Merrill Lynch Experience 2008 - 2009
Job CEO at J n J Furniture
Industry Retail
Experience
J N J Furniture LLC. September 2009 - Present
Delta Air Lines December 2012 - August 2015
UBS 2009 - 2009
Merrill Lynch 2008 - 2009
Brenham national bank 2007 - 2008
Wells Fargo 2006 - 2007
Skills
Team Building, Business Development, Business Strategy, Customer Satisfaction, Management Consulting, Analysis, Account Management, Start-ups, Customer Service, Leadership, Negotiation, Project Management, New Business Development, Business Process..., Social Media, Entrepreneurship, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel, Process Improvement, Social Media Marketing, Training, Marketing Strategy, Product Development, Program Management, Microsoft Word, Event Planning, Retail, Recruiting, Coaching, Leadership Development
Education
Texas Southern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Texas Southern University 2008 — 2011
Bachelor's degree, Finance, General
J N J Furniture LLC. September 2009 - Present
Delta Air Lines December 2012 - August 2015
UBS 2009 - 2009
Merrill Lynch 2008 - 2009
Brenham national bank 2007 - 2008
Wells Fargo 2006 - 2007
Skills
Team Building, Business Development, Business Strategy, Customer Satisfaction, Management Consulting, Analysis, Account Management, Start-ups, Customer Service, Leadership, Negotiation, Project Management, New Business Development, Business Process..., Social Media, Entrepreneurship, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel, Process Improvement, Social Media Marketing, Training, Marketing Strategy, Product Development, Program Management, Microsoft Word, Event Planning, Retail, Recruiting, Coaching, Leadership Development
Education
Texas Southern University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Texas Southern University 2008 — 2011
Bachelor's degree, Finance, General
Bradley Buerger's Merrill Lynch Experience June 2011 - November 2012
Job Real Estate Professional
Industry Commercial Real Estate
Experience
PILOT October 2013 - September 2014
Caldwell Companies 2012 - November 2013
Merrill Lynch June 2011 - November 2012
Skills
Customer Service, Financial Services, Brokerage, Commercial Real Estate, Real Estate Economics, Disposition, Real Estate Financing, Leases, Real Estate Development, Strategic Planning, Due Diligence, Mergers, Mergers & Acquisitions, Real Estate Transactions, Real Estate, Investments, Investment Properties, Corporate Real Estate, Contract Negotiation, Sales, Leadership
Education
Texas Tech University 2004 — 2007
Bachelor of Science (BS), Personal Financial Planning
PILOT October 2013 - September 2014
Caldwell Companies 2012 - November 2013
Merrill Lynch June 2011 - November 2012
Skills
Customer Service, Financial Services, Brokerage, Commercial Real Estate, Real Estate Economics, Disposition, Real Estate Financing, Leases, Real Estate Development, Strategic Planning, Due Diligence, Mergers, Mergers & Acquisitions, Real Estate Transactions, Real Estate, Investments, Investment Properties, Corporate Real Estate, Contract Negotiation, Sales, Leadership
Education
Texas Tech University 2004 — 2007
Bachelor of Science (BS), Personal Financial Planning
Rebecca Wilhite's Merrill Lynch Experience 2007 - 2009
Job Business Operations Manager at Kelly, Realtors
Industry Real Estate
Experience
Kelly, Realtors August 2014 - Present
UBS January 2009 - August 2014
Merrill Lynch 2007 - 2009
Northwestern Mutual/Loren Schwartz 1994 - 2007
Skills
Series 9/10, Series 7, Series 6, Series 63, Series 65, General Lines Insurance, Customer Service, Project Management, Microsoft Word, Microsoft Office, Microsoft Excel, Risk Management, Leadership
Education
Texas State Technical College Waco 1995 — 1995
General Requirements
The University of Texas at San Antonio 1991 — 1992
General Requirements
The American College
Registered Health Underwriter - RHU
Kelly, Realtors August 2014 - Present
UBS January 2009 - August 2014
Merrill Lynch 2007 - 2009
Northwestern Mutual/Loren Schwartz 1994 - 2007
Skills
Series 9/10, Series 7, Series 6, Series 63, Series 65, General Lines Insurance, Customer Service, Project Management, Microsoft Word, Microsoft Office, Microsoft Excel, Risk Management, Leadership
Education
Texas State Technical College Waco 1995 — 1995
General Requirements
The University of Texas at San Antonio 1991 — 1992
General Requirements
The American College
Registered Health Underwriter - RHU
Cash Cassell Cash Cassell's Merrill Lynch Experience 2011 - 2012
Job Business Analyst
Industry Education Management
Experience
Laureate International Universities May 2014 - April 2015
Laureate International Universities October 2012 - May 2014
Merrill Lynch 2011 - 2012
Houston Community College May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Management, Strategic Planning, Finance, Salesforce.com, Financial Modeling, Microsoft Word, Economics, Analysis, Public Speaking, Data Analysis, Financial Reporting, Hyperion Interactive..., Financial Planning, QlikView, Business Analysis
Education
Texas Christian University 2008 — 2012
Bachelor of Arts (B.A.), International Economics
Kingwood High School 2005 — 2008
Laureate International Universities May 2014 - April 2015
Laureate International Universities October 2012 - May 2014
Merrill Lynch 2011 - 2012
Houston Community College May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Management, Strategic Planning, Finance, Salesforce.com, Financial Modeling, Microsoft Word, Economics, Analysis, Public Speaking, Data Analysis, Financial Reporting, Hyperion Interactive..., Financial Planning, QlikView, Business Analysis
Education
Texas Christian University 2008 — 2012
Bachelor of Arts (B.A.), International Economics
Kingwood High School 2005 — 2008
Dean Faulk Dean Faulk's Merrill Lynch Experience June 2011 - December 2011
Job Area Manager at The Faulk Company
Industry Facilities Services
Experience
The Faulk Company June 2013 - Present
Healthier Choices, LLC May 2013 - July 2013
Principal Financial Group January 2013 - May 2013
Northwestern Mutual August 2012 - December 2012
Merrill Lynch June 2011 - December 2011
Farmers Insurance November 2010 - June 2011
The Combined Group September 2009 - May 2010
The Faulk Company March 2007 - September 2009
Hissam/Faulk Strength & Speed Camp May 2004 - August 2006
Skills
Time Management, Customer Service, Management, Microsoft Office, Small Business, Building Management, Building Maintenance, Professional Cleaning, Building Relationships, Consultative Sales..., High Level Of Accuracy, Highly detail oriented, Organization &..., Superior Work Ethic, Sales Process, Floor Cleaning, Custodial Services
Education
Texas Christian University 2005 — 2008
Bachelor of Business Administration; M.J. Neeley School of Business, Entrepreneurial Management
Cisco College 2004 — 2004
Aledo High School 2000 — 2004
The Faulk Company June 2013 - Present
Healthier Choices, LLC May 2013 - July 2013
Principal Financial Group January 2013 - May 2013
Northwestern Mutual August 2012 - December 2012
Merrill Lynch June 2011 - December 2011
Farmers Insurance November 2010 - June 2011
The Combined Group September 2009 - May 2010
The Faulk Company March 2007 - September 2009
Hissam/Faulk Strength & Speed Camp May 2004 - August 2006
Skills
Time Management, Customer Service, Management, Microsoft Office, Small Business, Building Management, Building Maintenance, Professional Cleaning, Building Relationships, Consultative Sales..., High Level Of Accuracy, Highly detail oriented, Organization &..., Superior Work Ethic, Sales Process, Floor Cleaning, Custodial Services
Education
Texas Christian University 2005 — 2008
Bachelor of Business Administration; M.J. Neeley School of Business, Entrepreneurial Management
Cisco College 2004 — 2004
Aledo High School 2000 — 2004
courtney zenner courtney zenner's Merrill Lynch Experience June 2003 - July 2007
Job Supply Representative at Cheniere Energy, Inc.
Industry Oil & Energy
Experience
Cheniere Energy, Inc. July 2015 - Present
BG Group July 2007 - July 2015
BG Group 2007 - 2011
Merrill Lynch June 2003 - July 2007
El Paso Energy Merchant LLC June 2001 - June 2003
Skills
Gas, Commodity Markets, Energy, Natural Gas, Energy Markets
Education
Texas Tech University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Environmental Science
Coronado High School
Cheniere Energy, Inc. July 2015 - Present
BG Group July 2007 - July 2015
BG Group 2007 - 2011
Merrill Lynch June 2003 - July 2007
El Paso Energy Merchant LLC June 2001 - June 2003
Skills
Gas, Commodity Markets, Energy, Natural Gas, Energy Markets
Education
Texas Tech University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Environmental Science
Coronado High School
Tommy Tullo Tommy Tullo's Merrill Lynch Experience January 2011 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Wealth Design Group 2009 - December 2010
Bristol Myers Squibb 1997 - 2008
Steves & Sons Millwork Manufacturing 1995 - 1997
Automatic Data Processing 1995 - 1995
Merrill Lynch 1994 - 1995
Skills
Retirement Planning, Securities, Investments, Strategic Financial..., Insurance, Sales Management, Team Building, Leadership, Strategy, Problem Solving, Public Speaking, Emotional Intelligence, Management, Account Management, Financial Analysis, Wealth Management, Small Business, Uniform Combined State..., Series 7, Investment Advisory, Finance, Asset Allocation, Financial Advisory, Portfolio Management, Financial Planning
Education
Texas State University-San Marcos 1992 — 1994
BBA, Marketing
Merrill Lynch January 2011 - Present
Wealth Design Group 2009 - December 2010
Bristol Myers Squibb 1997 - 2008
Steves & Sons Millwork Manufacturing 1995 - 1997
Automatic Data Processing 1995 - 1995
Merrill Lynch 1994 - 1995
Skills
Retirement Planning, Securities, Investments, Strategic Financial..., Insurance, Sales Management, Team Building, Leadership, Strategy, Problem Solving, Public Speaking, Emotional Intelligence, Management, Account Management, Financial Analysis, Wealth Management, Small Business, Uniform Combined State..., Series 7, Investment Advisory, Finance, Asset Allocation, Financial Advisory, Portfolio Management, Financial Planning
Education
Texas State University-San Marcos 1992 — 1994
BBA, Marketing
Rich Prim's Merrill Lynch Experience March 1999 - August 2005
Job Business Development and Financial Consultant at The Evans Group LLC Chip Evans Ph.D. HealthMarkets
Industry Financial Services
Experience
The Evans Group LLC - Chip Evans Ph.D. August 2013 - Present
HealthMarkets December 2012 - Present
Nelson Reid Financial Services August 2005 - July 2011
Amidee Capitol August 2005 - August 2010
Merrill Lynch March 1999 - August 2005
Skills
Growth Strategies, Startup Consulting, B2C marketing, Consultative Sales, Marketing Campaigns, Staff Training &..., Key Accounts, Developing New Markets, Strategic Negotiations, Building Customer..., New Business Development, CRM, Start-ups, Campaigns, Vendor Management, Sales, Management, Leadership, Key Account, Contract Negotiation, Executive Management, Coaching, Team Leadership, Strategic Planning, Team Building, Program Management, Recruiting, Business Planning, Finance, Strategy, Investments, Business Development, Portfolio Management, Strategic Partnerships, Life Insurance, Insurance, Long Term Care Insurance, Term Life Insurance, Risk Management, Health Insurance, Management Consulting, Analysis, Disability Insurance
Education
Texas Christian University
M.Mus.Ed, Music Education
The Evans Group LLC - Chip Evans Ph.D. August 2013 - Present
HealthMarkets December 2012 - Present
Nelson Reid Financial Services August 2005 - July 2011
Amidee Capitol August 2005 - August 2010
Merrill Lynch March 1999 - August 2005
Skills
Growth Strategies, Startup Consulting, B2C marketing, Consultative Sales, Marketing Campaigns, Staff Training &..., Key Accounts, Developing New Markets, Strategic Negotiations, Building Customer..., New Business Development, CRM, Start-ups, Campaigns, Vendor Management, Sales, Management, Leadership, Key Account, Contract Negotiation, Executive Management, Coaching, Team Leadership, Strategic Planning, Team Building, Program Management, Recruiting, Business Planning, Finance, Strategy, Investments, Business Development, Portfolio Management, Strategic Partnerships, Life Insurance, Insurance, Long Term Care Insurance, Term Life Insurance, Risk Management, Health Insurance, Management Consulting, Analysis, Disability Insurance
Education
Texas Christian University
M.Mus.Ed, Music Education
Steffan Cosakis Steffan Cosakis's Merrill Lynch Experience May 2011 - November 2011
Job Account Manager at Ameristar Glass
Industry Business Supplies and Equipment
Experience
Ameristar Screen and Glass May 2012 - Present
Merrill Lynch May 2011 - November 2011
Old Navy March 2010 - November 2010
A&R Cleaning June 2006 - August 2008
WB Sports May 2007 - May 2008
Skills
Series 7
Education
Texas State University 2008 — 2010
B.B.A, Finance
Texas State University 2006 — 2010
BBA, Finance
Ameristar Screen and Glass May 2012 - Present
Merrill Lynch May 2011 - November 2011
Old Navy March 2010 - November 2010
A&R Cleaning June 2006 - August 2008
WB Sports May 2007 - May 2008
Skills
Series 7
Education
Texas State University 2008 — 2010
B.B.A, Finance
Texas State University 2006 — 2010
BBA, Finance
Collins Kuper Collins Kuper's Merrill Lynch Experience January 2006 - July 2007
Job Board of Directors at Cervi Rodeo & Cattle Co
Industry Banking
Experience
Inwell, LLC. July 2014 - Present
Cervi Championship Rodeo January 2003 - Present
Frost Bank June 2008 - July 2014
Merrill Lynch January 2006 - July 2007
Kuper Sothebys International Realty January 1998 - March 2000
Skills
Banking, Business Development, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Asset Management, Valuation, Credit, Risk Management, Commercial Banking, Commercial Lending, Credit Analysis, Due Diligence, Corporate Finance, Customer Service, Strategic Planning, Real Estate, Private Equity, Microsoft Office, Microsoft Excel, Management
Education
Texas Christian University 2003 — 2007
Business, Entrepreneurial Management
Inwell, LLC. July 2014 - Present
Cervi Championship Rodeo January 2003 - Present
Frost Bank June 2008 - July 2014
Merrill Lynch January 2006 - July 2007
Kuper Sothebys International Realty January 1998 - March 2000
Skills
Banking, Business Development, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Asset Management, Valuation, Credit, Risk Management, Commercial Banking, Commercial Lending, Credit Analysis, Due Diligence, Corporate Finance, Customer Service, Strategic Planning, Real Estate, Private Equity, Microsoft Office, Microsoft Excel, Management
Education
Texas Christian University 2003 — 2007
Business, Entrepreneurial Management
Cortnee M. Jones Cortnee M. Jones's Merrill Lynch Experience February 2010 - June 2010
Job Events Planning Team Lead at Baker Hughes
Industry Marketing and Advertising
Experience
Baker Hughes June 2012 - Present
Baker Hughes June 2010 - July 2012
Fort Bend Chamber of Commerce March 2010 - June 2010
Merrill Lynch February 2010 - June 2010
Fort Bend Independent School District August 2009 - January 2010
Liberty Mutual Insurance May 2008 - December 2008
Skills
Corporate Events, Food & Beverage, Event Management, Volunteer Management, Operating Budgets, Event Planning, Social Media Marketing, Marketing Communications, Budgets, Public Relations, Marketing, Time Management, Sales, Social Media, Social Networking, Customer Service
Education
University of Houston 2010 — 2012
Master of Hospitality Management, Corporate Events
Texas State University 2004 — 2008
Bachelors of Business Administration, Marketing
Baker Hughes June 2012 - Present
Baker Hughes June 2010 - July 2012
Fort Bend Chamber of Commerce March 2010 - June 2010
Merrill Lynch February 2010 - June 2010
Fort Bend Independent School District August 2009 - January 2010
Liberty Mutual Insurance May 2008 - December 2008
Skills
Corporate Events, Food & Beverage, Event Management, Volunteer Management, Operating Budgets, Event Planning, Social Media Marketing, Marketing Communications, Budgets, Public Relations, Marketing, Time Management, Sales, Social Media, Social Networking, Customer Service
Education
University of Houston 2010 — 2012
Master of Hospitality Management, Corporate Events
Texas State University 2004 — 2008
Bachelors of Business Administration, Marketing
Marshall Carlson Marshall Carlson's Merrill Lynch Experience September 2012 - April 2014
Job Financial Analyst at Texas Department of State Health Services
Industry Financial Services
Experience
Texas Department of State Health Services November 2014 - Present
Merrill Lynch September 2012 - April 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch November 2010 - September 2011
Texas State University June 2010 - August 2011
Waddell & Reed Financial Services November 2010 - May 2011
First Investors Corporation June 2010 - August 2010
Skills
Customer Service, Investments, Series 7, Series 66, Leadership, Financial Analysis, Portfolio Management, Management, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Bloomberg, Microsoft Office, Banking, Data Analysis, Access, Microsoft Word, Accounting, Bloomberg Terminal, Finance, Mutual Funds, Financial Modeling, Asset Allocation, Equities, Risk Management, Asset Management, Economics, Equity Research, Fixed Income
Education
Texas State University 2008 — 2012
Bachelor of Business Administration, Finance
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Texas Department of State Health Services November 2014 - Present
Merrill Lynch September 2012 - April 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch November 2010 - September 2011
Texas State University June 2010 - August 2011
Waddell & Reed Financial Services November 2010 - May 2011
First Investors Corporation June 2010 - August 2010
Skills
Customer Service, Investments, Series 7, Series 66, Leadership, Financial Analysis, Portfolio Management, Management, Microsoft Excel, Strategic Financial..., Valuation, PowerPoint, Bloomberg, Microsoft Office, Banking, Data Analysis, Access, Microsoft Word, Accounting, Bloomberg Terminal, Finance, Mutual Funds, Financial Modeling, Asset Allocation, Equities, Risk Management, Asset Management, Economics, Equity Research, Fixed Income
Education
Texas State University 2008 — 2012
Bachelor of Business Administration, Finance
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Brian Sieling CRPC CSNA's Merrill Lynch Experience November 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
UBS October 2002 - November 2008
Morgan Stanley Smith Barney November 1993 - September 2002
ExxonMobil June 1990 - November 1993
Education
Texas Tech University 1985 — 1990
BS Mechanical Engineering, Engineering
Richardson High School 1983 — 1985
Merrill Lynch November 2008 - Present
UBS October 2002 - November 2008
Morgan Stanley Smith Barney November 1993 - September 2002
ExxonMobil June 1990 - November 1993
Education
Texas Tech University 1985 — 1990
BS Mechanical Engineering, Engineering
Richardson High School 1983 — 1985
Bryce Stirton's Merrill Lynch Experience May 2009 - August 2009
Job Vice President at Bonaventure Equity, LLC
Industry Investment Banking
Experience
Bonaventure Equity, LLC August 2015 - Present
Zacks Investment Banking April 2013 - August 2015
Ancor Capital Partners 2011 - 2013
Buxton Consulting January 2010 - April 2010
Merrill Lynch May 2009 - August 2009
Q Investments January 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Microsoft Excel, Research, Mergers & Acquisitions, Private Equity, Investment Banking, Bloomberg, Capital Markets
Education
Texas Christian University 2006 — 2010
Bachelor of Science (BS), Economics, Finance, Spanish
Bonaventure Equity, LLC August 2015 - Present
Zacks Investment Banking April 2013 - August 2015
Ancor Capital Partners 2011 - 2013
Buxton Consulting January 2010 - April 2010
Merrill Lynch May 2009 - August 2009
Q Investments January 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Microsoft Excel, Research, Mergers & Acquisitions, Private Equity, Investment Banking, Bloomberg, Capital Markets
Education
Texas Christian University 2006 — 2010
Bachelor of Science (BS), Economics, Finance, Spanish
Andrew Ulrich Andrew Ulrich's Merrill Lynch Experience May 2005 - August 2005
Job Consultant
Industry Hospital & Health Care
Experience
MedAssets January 2013 - Present
Parkland Hospital December 2011 - January 2013
Parkland Hospital January 2011 - December 2011
Parkland Hospital January 2010 - December 2010
San Antonio Employers Health Alliance October 2008 - August 2009
Rive College Consulting April 2008 - September 2008
Lockheed Martin May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Healthcare Management, Clinical Research, Healthcare, Hospitals, Medicine, Nursing, EHR, EMR, Healthcare Consulting, Healthcare Information..., Physician Relations, Process Improvement, Leadership, Revenue Cycle, Surgery, Strategic Planning
Education
Trinity University 2008 — 2010
MSHA, Healthcare Administration
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Finance/Entrepreneurial Management
MedAssets January 2013 - Present
Parkland Hospital December 2011 - January 2013
Parkland Hospital January 2011 - December 2011
Parkland Hospital January 2010 - December 2010
San Antonio Employers Health Alliance October 2008 - August 2009
Rive College Consulting April 2008 - September 2008
Lockheed Martin May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Healthcare Management, Clinical Research, Healthcare, Hospitals, Medicine, Nursing, EHR, EMR, Healthcare Consulting, Healthcare Information..., Physician Relations, Process Improvement, Leadership, Revenue Cycle, Surgery, Strategic Planning
Education
Trinity University 2008 — 2010
MSHA, Healthcare Administration
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Finance/Entrepreneurial Management
Eric Rhoades Eric Rhoades's Merrill Lynch Experience September 2009 - Present
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Edward Jones February 2009 - September 2009
CompHealth 2006 - 2008
Education
Texas State University
BA, Communication Studies, Business
Merrill Lynch September 2009 - Present
Edward Jones February 2009 - September 2009
CompHealth 2006 - 2008
Education
Texas State University
BA, Communication Studies, Business
William Riley William Riley's Merrill Lynch Experience January 1992 - January 1996
Job Chief Executive Officer, Chief Compliance Officer at Riley Wealth Management, LLC
Industry Financial Services
Experience
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Raymond James January 2003 - January 2008
Raymond James Financial Inc. January 2000 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Skills
Financial Planning, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Tax, Alternative Investments, Asset Management, Mutual Funds, Securities, Estate Planning, Compliance, Equities, Mergers, Annuities, Risk Management, Investments, Investment Advisory, Funding, Series 63, Insurance, Coaching, Financial Advisory, Planning, Retirement, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Customer Relations, Business Planning, Team Building, Analysis, Asset Allocation, Budgeting, Investment Strategies, Asset Protection, Institutional, ETFs, Finance, Fixed Annuities, Mergers, Strategic Financial..., Wealth Management...
Education
Texas Christian University 1969 — 1971
BBA, Business
fort worth country day 1966 — 1969
eastern hills high
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Raymond James January 2003 - January 2008
Raymond James Financial Inc. January 2000 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Skills
Financial Planning, Portfolio Management, Wealth, Wealth Management, Retirement Planning, Series 7, Tax, Alternative Investments, Asset Management, Mutual Funds, Securities, Estate Planning, Compliance, Equities, Mergers, Annuities, Risk Management, Investments, Investment Advisory, Funding, Series 63, Insurance, Coaching, Financial Advisory, Planning, Retirement, Process Improvement, Strategic Planning, Small Business, Financial Analysis, Customer Relations, Business Planning, Team Building, Analysis, Asset Allocation, Budgeting, Investment Strategies, Asset Protection, Institutional, ETFs, Finance, Fixed Annuities, Mergers, Strategic Financial..., Wealth Management...
Education
Texas Christian University 1969 — 1971
BBA, Business
fort worth country day 1966 — 1969
eastern hills high
Brad Vineyard's Merrill Lynch Experience April 2000 - September 2007
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2007 - Present
Merrill Lynch April 2000 - September 2007
Education
University of Central Oklahoma 1998 — 1999
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Texas Tech University 1997 — 1998
Banking, Corporate, Finance, and Securities Law
Wells Fargo Advisors September 2007 - Present
Merrill Lynch April 2000 - September 2007
Education
University of Central Oklahoma 1998 — 1999
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Texas Tech University 1997 — 1998
Banking, Corporate, Finance, and Securities Law
Jason Dixon, MBA Jason Dixon, MBA's Merrill Lynch Experience February 2008 - February 2009
Job Owner at Outside Insight
Industry Marketing and Advertising
Experience
Outside Insight July 2015 - Present
Gateway Financial Advisors, Inc. March 2013 - December 2013
Colorado Technical University June 2009 - June 2013
First Command Financial Services February 2009 - June 2011
Merrill Lynch February 2008 - February 2009
JPMorgan Chase March 2003 - February 2008
UBS Financial Services December 2002 - March 2003
KB Home March 1998 - December 2002
Centex Homes January 1994 - March 1998
Skills
Investments, Portfolio Management, Finance, Strategy, Marketing Strategy, Mortgage Lending, Retirement, Financial Analysis, Marketing, Management, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Finance
Texas Christian University - M.J. Neeley School of Business 1988 — 1993
BBA, Marketing and Economics
Outside Insight July 2015 - Present
Gateway Financial Advisors, Inc. March 2013 - December 2013
Colorado Technical University June 2009 - June 2013
First Command Financial Services February 2009 - June 2011
Merrill Lynch February 2008 - February 2009
JPMorgan Chase March 2003 - February 2008
UBS Financial Services December 2002 - March 2003
KB Home March 1998 - December 2002
Centex Homes January 1994 - March 1998
Skills
Investments, Portfolio Management, Finance, Strategy, Marketing Strategy, Mortgage Lending, Retirement, Financial Analysis, Marketing, Management, Sales
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Finance
Texas Christian University - M.J. Neeley School of Business 1988 — 1993
BBA, Marketing and Economics
Brett H. Schibler Brett H. Schibler's Merrill Lynch Experience October 2005 - February 2008
Job Director at Trafinity
Industry Financial Services
Experience
Trafinity May 2015 - Present
Disruption Corporation 2014 - 2015
Strinex Capital 2008 - 2014
Merrill Lynch October 2005 - February 2008
Skills
Management, Business Development, Finance, Strategy, Investment Banking, Mergers & Acquisitions, Banking, Investments, Portfolio Management, Project Management, Financial Modeling, Restructuring, Private Equity, Series 63, Valuation, Due Diligence, Strategic Planning
Education
Texas Christian University 1996 — 2000
Trafinity May 2015 - Present
Disruption Corporation 2014 - 2015
Strinex Capital 2008 - 2014
Merrill Lynch October 2005 - February 2008
Skills
Management, Business Development, Finance, Strategy, Investment Banking, Mergers & Acquisitions, Banking, Investments, Portfolio Management, Project Management, Financial Modeling, Restructuring, Private Equity, Series 63, Valuation, Due Diligence, Strategic Planning
Education
Texas Christian University 1996 — 2000
Chace Langford Chace Langford's Merrill Lynch Experience March 2010 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Edward Jones May 2009 - March 2010
Merrill Lynch April 2007 - May 2009
Lufkin Independent School District June 2005 - August 2005
Skills
Finance, Financial Modeling, Investments
Education
Texas Christian University 2005 — 2009
BS, Major: Economics Minor: Business, Political Science, Communication
Merrill Lynch March 2010 - Present
Edward Jones May 2009 - March 2010
Merrill Lynch April 2007 - May 2009
Lufkin Independent School District June 2005 - August 2005
Skills
Finance, Financial Modeling, Investments
Education
Texas Christian University 2005 — 2009
BS, Major: Economics Minor: Business, Political Science, Communication
Eric Rhoades Eric Rhoades's Merrill Lynch Experience October 2009 - December 2010
Job Realtor at Ebby Halliday Realtors
Industry Real Estate
Experience
Ebby Halliday Realtors September 2011 - Present
Merrill Lynch October 2009 - December 2010
Skills
New Home Sales, Listings, Buyer Representation, Referrals, Commercial Real Estate, First Time Home Buyers, HUD, Sellers, SFR, Relocation, Single Family Homes, Foreclosures, REO, Marketing, Investment Properties, Real Property, Short Sales, ABR, Townhomes, New Homes, Buyers, Investors, Seller Representation, Buyer's Agent, Real Estate Transactions, First Time Home Sellers, Real Estate Investor, Selling, Listing Homes, Sales
Education
Texas State University-San Marcos 2002 — 2006
Bachelor of Arts (BA), Communication, General
Ebby Halliday Realtors September 2011 - Present
Merrill Lynch October 2009 - December 2010
Skills
New Home Sales, Listings, Buyer Representation, Referrals, Commercial Real Estate, First Time Home Buyers, HUD, Sellers, SFR, Relocation, Single Family Homes, Foreclosures, REO, Marketing, Investment Properties, Real Property, Short Sales, ABR, Townhomes, New Homes, Buyers, Investors, Seller Representation, Buyer's Agent, Real Estate Transactions, First Time Home Sellers, Real Estate Investor, Selling, Listing Homes, Sales
Education
Texas State University-San Marcos 2002 — 2006
Bachelor of Arts (BA), Communication, General
Walker Netherton's Merrill Lynch Experience June 2013 - August 2013
Job Tulane Masters of Management in Energy
Industry Oil & Energy
Experience
RRIG Resources June 2014 - December 2014
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Masters of Management in Energy
Texas Christian University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurial Management
Texas Christian University
Minor, Energy and Technology Management
RRIG Resources June 2014 - December 2014
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Masters of Management in Energy
Texas Christian University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurial Management
Texas Christian University
Minor, Energy and Technology Management
Ashley Ledbetter Ashley Ledbetter's Merrill Lynch Experience September 2007 - September 2008
Job Export Customer Rep
Industry Import and Export
Experience
OOCL July 2009 - Present
OOCL September 2008 - July 2009
Merrill Lynch September 2007 - September 2008
Skills
Customer Relations, Account Management, Microsoft Office, Customer Service, Outlook, Excel, PowerPoint, Time Management, Team Building, Word, Training, Process Improvement, Microsoft Excel, Management, Project Management, Sales, Microsoft Word, Accounting, Research, Salesforce.com
Education
Texas State University 2003 — 2007
Bachelor, Business - Marketing
OOCL July 2009 - Present
OOCL September 2008 - July 2009
Merrill Lynch September 2007 - September 2008
Skills
Customer Relations, Account Management, Microsoft Office, Customer Service, Outlook, Excel, PowerPoint, Time Management, Team Building, Word, Training, Process Improvement, Microsoft Excel, Management, Project Management, Sales, Microsoft Word, Accounting, Research, Salesforce.com
Education
Texas State University 2003 — 2007
Bachelor, Business - Marketing
Jorge Lechin, CFA's Merrill Lynch Experience January 1994 - January 1995
Job Managing Director at Duke Energy Corporation
Industry Oil & Energy
Experience
Duke Energy Corporation November 2012 - Present
DKRW Energy LLC March 2006 - October 2012
Occidental Petroleum Corporation (Oxy) January 2004 - March 2006
Pedregal Power Company, a subsidiary of El Paso Corporation December 2002 - December 2003
El Paso Corporation March 1999 - December 2002
SANTANDER INVESTMENT SECURITIES April 1998 - March 1999
Chase Securities Inc January 1996 - April 1998
Merrill Lynch January 1994 - January 1995
Texas Tech January 1992 - January 1993
PDVSA January 1989 - January 1991
Skills
Energy, Wind Energy, Latin America, Project Finance, Mergers, Renewable Energy, Financial Modeling, New Business Development, Power Generation, Investment Banking
Education
Texas Tech University - Rawls College of Business 1993 — 1995
MBA, Finance
Texas Tech University 1992 — 1995
Master of Science, Finance
Texas Tech University 1991 — 1993
Masters of Science, Petroleum Engineering
Texas Tech University
Master of Science, Petroleum Engineering
Universidad Central de Venezuela 1985 — 1991
Bachelor Science, Mechanical Engineering
Central University of
Bachelor of Science, Mechanical Engineering
Duke Energy Corporation November 2012 - Present
DKRW Energy LLC March 2006 - October 2012
Occidental Petroleum Corporation (Oxy) January 2004 - March 2006
Pedregal Power Company, a subsidiary of El Paso Corporation December 2002 - December 2003
El Paso Corporation March 1999 - December 2002
SANTANDER INVESTMENT SECURITIES April 1998 - March 1999
Chase Securities Inc January 1996 - April 1998
Merrill Lynch January 1994 - January 1995
Texas Tech January 1992 - January 1993
PDVSA January 1989 - January 1991
Skills
Energy, Wind Energy, Latin America, Project Finance, Mergers, Renewable Energy, Financial Modeling, New Business Development, Power Generation, Investment Banking
Education
Texas Tech University - Rawls College of Business 1993 — 1995
MBA, Finance
Texas Tech University 1992 — 1995
Master of Science, Finance
Texas Tech University 1991 — 1993
Masters of Science, Petroleum Engineering
Texas Tech University
Master of Science, Petroleum Engineering
Universidad Central de Venezuela 1985 — 1991
Bachelor Science, Mechanical Engineering
Central University of
Bachelor of Science, Mechanical Engineering
Andrew McGrath, CFP®'s Merrill Lynch Experience October 2011 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney May 2007 - October 2011
Wells Fargo Advisors September 2001 - May 2007
Skills
Series 7, Wealth Management, Uniform Combined State..., Alternative Investments, Loans, Investment Management, Asset Management, Equities, Asset Allocation, Portfolio Management, Investments, Investment Advisory, Estate Planning, Strategic Financial..., Retirement Planning, Series 63, Mutual Funds
Education
Texas Tech University 1997 — 2001
Finance
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney May 2007 - October 2011
Wells Fargo Advisors September 2001 - May 2007
Skills
Series 7, Wealth Management, Uniform Combined State..., Alternative Investments, Loans, Investment Management, Asset Management, Equities, Asset Allocation, Portfolio Management, Investments, Investment Advisory, Estate Planning, Strategic Financial..., Retirement Planning, Series 63, Mutual Funds
Education
Texas Tech University 1997 — 2001
Finance
Harlan Vossos's Merrill Lynch Experience 2012 - 2013
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase April 2013 - Present
Sungard June 2010 - April 2013
Merrill Lynch 2012 - 2013
Applied Information Sciences December 2008 - June 2010
nGenera Corporation July 2007 - December 2008
Sogeti 2006 - 2007
Software Architects 2004 - 2007
Sungard Consulting 1999 - 2004
Getronics 1997 - 1999
Wang 1996 - 1999
Skills
Enterprise Architecture, Agile Methodologies, SOA, SDLC, Integration
Education
Texas State University 1989 — 1994
Dulles
JPMorgan Chase April 2013 - Present
Sungard June 2010 - April 2013
Merrill Lynch 2012 - 2013
Applied Information Sciences December 2008 - June 2010
nGenera Corporation July 2007 - December 2008
Sogeti 2006 - 2007
Software Architects 2004 - 2007
Sungard Consulting 1999 - 2004
Getronics 1997 - 1999
Wang 1996 - 1999
Skills
Enterprise Architecture, Agile Methodologies, SOA, SDLC, Integration
Education
Texas State University 1989 — 1994
Dulles
Chris Niemczyk's Merrill Lynch Experience 2004 - 2005
Job Vice President
Industry Investment Banking
Experience
MUFG Americas September 2013 - Present
Natixis June 2011 - September 2013
Natixis October 2007 - June 2011
BOK Financial June 2006 - October 2007
Western Strategic Advisors May 2005 - May 2006
Merrill Lynch 2004 - 2005
Skills
Financial Structuring, Project Finance, Capital Markets, Investment Banking, Energy, Commercial Banking, Credit, Syndications, Valuation, Financial Modeling, Relationship Management, Corporate Finance, Investments, Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2006
BBA Finance
MUFG Americas September 2013 - Present
Natixis June 2011 - September 2013
Natixis October 2007 - June 2011
BOK Financial June 2006 - October 2007
Western Strategic Advisors May 2005 - May 2006
Merrill Lynch 2004 - 2005
Skills
Financial Structuring, Project Finance, Capital Markets, Investment Banking, Energy, Commercial Banking, Credit, Syndications, Valuation, Financial Modeling, Relationship Management, Corporate Finance, Investments, Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2006
BBA Finance
R. Bo Bray's Merrill Lynch Experience August 2003 - Present
Job Vice President Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2003 - Present
United States Marine Corps 1994 - 1998
Education
Texas Christian University - M.J. Neeley School of Business
MBA
Merrill Lynch August 2003 - Present
United States Marine Corps 1994 - 1998
Education
Texas Christian University - M.J. Neeley School of Business
MBA
Howley, Justus's Merrill Lynch Experience June 2008 - September 2010
Job Vice President / US Head of Client Integration & Operations Client Relationship Management BNP Paribas
Industry Capital Markets
Experience
BNP Paribas September 2010 - Present
Merrill Lynch June 2008 - September 2010
Lehman Brothers September 2006 - May 2008
U.S. Department of the Treasury December 2003 - September 2006
Skills
Capital Markets, Fixed Income, Hedge Funds, Derivatives, Management
Education
Texas Christian University
University of Scranton
BNP Paribas September 2010 - Present
Merrill Lynch June 2008 - September 2010
Lehman Brothers September 2006 - May 2008
U.S. Department of the Treasury December 2003 - September 2006
Skills
Capital Markets, Fixed Income, Hedge Funds, Derivatives, Management
Education
Texas Christian University
University of Scranton
Dakota Macksood's Merrill Lynch Experience August 2007 - March 2008
Job Marketing Coordinator
Industry Oil & Energy
Experience
Statoil May 2011 - Present
Three Rivers Operating Company June 2010 - April 2011
Chesapeake Energy June 2008 - June 2010
Merrill Lynch August 2007 - March 2008
Skills
Petroleum, Oil/Gas, Oil, Energy Industry, Natural Gas, Energy
Education
Texas Christian University 2004 — 2008
BBA, Finance and Real Estate
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Statoil May 2011 - Present
Three Rivers Operating Company June 2010 - April 2011
Chesapeake Energy June 2008 - June 2010
Merrill Lynch August 2007 - March 2008
Skills
Petroleum, Oil/Gas, Oil, Energy Industry, Natural Gas, Energy
Education
Texas Christian University 2004 — 2008
BBA, Finance and Real Estate
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Paul Bowers's Merrill Lynch Experience September 2012 - December 2014
Job Managing Director Lakeview Capital Partners
Industry Investment Management
Experience
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
Lakeview Capital Partners December 2014 - Present
Merrill Lynch September 2012 - December 2014
Independent Financial Professional January 2011 - August 2012
Oppenheimer & Co. March 2010 - December 2010
Independent Financial Professional March 2009 - February 2010
BTIG October 2008 - February 2009
Lehman Brothers May 2004 - January 2008
Lazard Freres & Co. 2002 - 2003
Octagon Asset Advisory LLC September 2001 - November 2002
Bear Stearns September 1986 - April 2001
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Trading, Derivatives, Investment Banking, Asset Managment, Financial Markets, ETFs, Options, Portfolio Management, Bloomberg, Investments, Technical Analysis, Electronic Trading, Equity Trading, Trading Systems, Equity Derivatives, Asset Allocation, Asset Management, Bonds, Commodity, Emerging Markets, Equity Research, Equity Valuation, FX Options, FINRA, Financial Advisory, Financial Modeling, Financial Risk, Financial Services, Financial Structuring, Fund Of Funds, Hedging, Investment Advisory, Investment Management, Investment Strategies, Investor Relations, Mutual Funds, Private Equity, Proprietary Trading, Restructuring, Securities, Series 63, Series 7, Structured Products, Trading Strategies, Valuation
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
Bachelor of Business Administration (BBA), Finance & Economics
University of Miami (FL) 1982 — 1984
Carolyn McGuire's Merrill Lynch Experience Floor clerk/ ConsultantChicago Board of trade1998 - 2007
Job Senior Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Floor clerk/ ConsultantChicago Board of trade1998 - 2007
Skills
Fixed Income, Equities
Education
Texas State University 1986 — 1991
Merrill Lynch Floor clerk/ ConsultantChicago Board of trade1998 - 2007
Skills
Fixed Income, Equities
Education
Texas State University 1986 — 1991
Elaine Linton's Merrill Lynch Experience December 2012 - January 2014
Job Sr. Engineering Technician at Goldman Sachs
Industry Oil & Energy
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs December 2013 - Present
Merrill Lynch December 2012 - January 2014
Apache Corporation February 2001 - December 2012
Halliburton 2000 - 2003
Skills
Microsoft Excel, Petroleum Engineering, Energy Industry, Engineering, Gas, Natural Gas, Oil, Oil/Gas, Petroleum, Upstream, Drilling, Energy, Pipelines, Reservoir Management, Oil & Gas, Completion
Education
Texas State University 1977 — 1981
Canal Zone College 1977 — 1979
Associate of Science (A.S.)
Goldman Sachs January 2014 - Present
Goldman Sachs December 2013 - Present
Merrill Lynch December 2012 - January 2014
Apache Corporation February 2001 - December 2012
Halliburton 2000 - 2003
Skills
Microsoft Excel, Petroleum Engineering, Energy Industry, Engineering, Gas, Natural Gas, Oil, Oil/Gas, Petroleum, Upstream, Drilling, Energy, Pipelines, Reservoir Management, Oil & Gas, Completion
Education
Texas State University 1977 — 1981
Canal Zone College 1977 — 1979
Associate of Science (A.S.)
Thomas A. Stacy's Merrill Lynch Experience June 2002 - September 2007
Job Director, Branch Manager UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2007 - Present
Merrill Lynch June 2002 - September 2007
Education
Texas Christian University 1988 — 1992
Bachelor of Science
UBS September 2007 - Present
Merrill Lynch June 2002 - September 2007
Education
Texas Christian University 1988 — 1992
Bachelor of Science
Brett Schoonover's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Asset Allocation, Portfolio Management, Wealth Management, Strategic Planning
Education
Texas A&M University - Mays Business School 1995 — 1999
Merrill Lynch
Skills
Asset Allocation, Portfolio Management, Wealth Management, Strategic Planning
Education
Texas A&M University - Mays Business School 1995 — 1999
Patrick Wier's Merrill Lynch Experience July 2008 - December 2008
Job Business Development Manager at Diabetes America
Industry Oil & Energy
Experience
Diabetes America July 2015 - Present
Atomic Capital September 2014 - June 2015
Independent Petroleum Landman March 2014 - August 2014
Safety Vision January 2010 - March 2014
EPI- Empire Personnel, Inc. January 2009 - December 2009
Merrill Lynch July 2008 - December 2008
Pharmanex U.S.A. October 2007 - July 2008
Skills
Public Speaking, Marketing, Customer Service, New Business Development, Team Building, Budgets, PowerPoint, Microsoft Office, Business Development, Project Management, Salesforce.com, Leadership, Account Management, Sales Operations, Sales, CRM, Contract Negotiation, Management, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Texas State University 2005 — 2006
Bachelor of Fine Arts (B.F.A.), Communications Studies
Stratford High School 1996 — 2000
High School Diploma
Diabetes America July 2015 - Present
Atomic Capital September 2014 - June 2015
Independent Petroleum Landman March 2014 - August 2014
Safety Vision January 2010 - March 2014
EPI- Empire Personnel, Inc. January 2009 - December 2009
Merrill Lynch July 2008 - December 2008
Pharmanex U.S.A. October 2007 - July 2008
Skills
Public Speaking, Marketing, Customer Service, New Business Development, Team Building, Budgets, PowerPoint, Microsoft Office, Business Development, Project Management, Salesforce.com, Leadership, Account Management, Sales Operations, Sales, CRM, Contract Negotiation, Management, Strategic Planning
Education
University of Houston, C.T. Bauer College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Texas State University 2005 — 2006
Bachelor of Fine Arts (B.F.A.), Communications Studies
Stratford High School 1996 — 2000
High School Diploma
Laura Greenberg's Merrill Lynch Experience 2008 - 2009
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Edward Jones April 2009 - May 2013
Merrill Lynch 2008 - 2009
Citi 2005 - 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Strategic Financial..., 401k, Portfolio Management, Series 6, Investments, Series 65
Education
Texas Christian University
Fidelity Investments May 2013 - Present
Edward Jones April 2009 - May 2013
Merrill Lynch 2008 - 2009
Citi 2005 - 2008
Skills
Retirement Planning, 401k Rollovers, Series 7, Saving for Education, Wealth Management, IRAs, Retirement, Investment Advisory, College Savings Plans, Fixed Annuities, Mutual Funds, Strategic Financial..., 401k, Portfolio Management, Series 6, Investments, Series 65
Education
Texas Christian University
Charley Scarborough's Merrill Lynch Experience 1996 - 1999
Job Executive Director of Development at Seton Healthcare Family
Industry Philanthropy
Experience
Seton Healthcare Family February 2015 - Present
Seton Family of Hospitals December 2009 - Present
Seton Family of Hospitals January 2006 - December 2009
Seton Family of Hospitals 2002 - 2006
John C. Lincoln Health Network March 2000 - July 2002
Catholic Healthcare West 1999 - 2001
Merrill Lynch 1996 - 1999
Lambda Chi Alpha 1981 - 1984
Skills
Annual Giving, Fundraising, Non-profits, Board Development, Volunteer Management, Grant Writing, Planned Giving, Philanthropy, Public Speaking, Moves Management, Stewardship, Proposal Writing, Nonprofits, Program Management, Leadership, Community Outreach, Strategic Planning, Healthcare, Management, Organizational..., Grants, Leadership Development, Community Development, Event Planning, Staff Development, Program Evaluation, Workshop Facilitation, Resource Development, Capital Campaigns, Non-profit..., Public Relations
Education
College for Financial Planning 1985 — 1987
CFP
Texas Christian University 1977 — 1981
BA, Psychology
Round Rock High School
college prep
Seton Healthcare Family February 2015 - Present
Seton Family of Hospitals December 2009 - Present
Seton Family of Hospitals January 2006 - December 2009
Seton Family of Hospitals 2002 - 2006
John C. Lincoln Health Network March 2000 - July 2002
Catholic Healthcare West 1999 - 2001
Merrill Lynch 1996 - 1999
Lambda Chi Alpha 1981 - 1984
Skills
Annual Giving, Fundraising, Non-profits, Board Development, Volunteer Management, Grant Writing, Planned Giving, Philanthropy, Public Speaking, Moves Management, Stewardship, Proposal Writing, Nonprofits, Program Management, Leadership, Community Outreach, Strategic Planning, Healthcare, Management, Organizational..., Grants, Leadership Development, Community Development, Event Planning, Staff Development, Program Evaluation, Workshop Facilitation, Resource Development, Capital Campaigns, Non-profit..., Public Relations
Education
College for Financial Planning 1985 — 1987
CFP
Texas Christian University 1977 — 1981
BA, Psychology
Round Rock High School
college prep
Jason Taraszki, CAIA, CFP's Merrill Lynch Experience May 2000 - December 2013
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
Merrill Lynch May 2000 - December 2013
Education
Texas Christian University
Bachelor of Business Administration (B.B.A.), Accounting
UBS December 2013 - Present
Merrill Lynch May 2000 - December 2013
Education
Texas Christian University
Bachelor of Business Administration (B.B.A.), Accounting
Antonio Morrison's Merrill Lynch Experience January 2005 - September 2008
Job Chief Executive Officer
Industry Accounting
Experience
Legacy Planning Solutions, P.C. February 2003 - Present
Legacy Global Management, L.L.C. October 2008 - Present
Merrill Lynch January 2005 - September 2008
Skills
Investment Management, Liability Management, Estate Tax Planning, Auditing & Attestation, Employee Benefits Design, Corporate Tax Planning, Personal Income Tax..., Business Process..., Enterprise Risk..., Managerial Finance, Wealth Management...
Education
Texas Tech University 2010 — 2012
Master of Business Administration (M.B.A.), Accounting & Management Sciences, 3.9
Virginia Tech
Bachelor of Science (B.S.), Nutrition Sciences
Legacy Planning Solutions, P.C. February 2003 - Present
Legacy Global Management, L.L.C. October 2008 - Present
Merrill Lynch January 2005 - September 2008
Skills
Investment Management, Liability Management, Estate Tax Planning, Auditing & Attestation, Employee Benefits Design, Corporate Tax Planning, Personal Income Tax..., Business Process..., Enterprise Risk..., Managerial Finance, Wealth Management...
Education
Texas Tech University 2010 — 2012
Master of Business Administration (M.B.A.), Accounting & Management Sciences, 3.9
Virginia Tech
Bachelor of Science (B.S.), Nutrition Sciences
Mark Malone's Merrill Lynch Experience April 2010 - March 2012
Job Financial Controller Wood Group PAC, Inc at Wood Group
Industry Accounting
Experience
Wood Group September 2014 - Present
Colt International LLC. March 2014 - September 2014
Colt International LLC. March 2012 - March 2014
Merrill Lynch April 2010 - March 2012
Ernst & Young July 2007 - April 2010
Skills
Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, GAAP, Financial Analysis, CPA, Budgets, Microsoft Excel, Financial Modeling, Strategic Planning, Team Leadership, Employee Management, Revenue Recognition, Forecasting, Auditing, Financial Accounting, General Ledger, Financial Audits, Internal Audit, External Audit
Education
Texas A&M University - Mays Business School 2006 — 2007
MS, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Accounting
Wood Group September 2014 - Present
Colt International LLC. March 2014 - September 2014
Colt International LLC. March 2012 - March 2014
Merrill Lynch April 2010 - March 2012
Ernst & Young July 2007 - April 2010
Skills
Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, GAAP, Financial Analysis, CPA, Budgets, Microsoft Excel, Financial Modeling, Strategic Planning, Team Leadership, Employee Management, Revenue Recognition, Forecasting, Auditing, Financial Accounting, General Ledger, Financial Audits, Internal Audit, External Audit
Education
Texas A&M University - Mays Business School 2006 — 2007
MS, Finance
Texas A&M University - Mays Business School 2002 — 2006
BBA, Accounting
Jeff Dinkins's Merrill Lynch Experience October 2011 - Present
Job Senior Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley Investment Management May 2007 - October 2011
UBS Wealth Management February 2002 - May 2007
Education
The University of Dallas 2006 — 2013
Master of Business Administration (MBA)
Texas State University 1996 — 1999
Exercise Sports Science
Merrill Lynch October 2011 - Present
Morgan Stanley Investment Management May 2007 - October 2011
UBS Wealth Management February 2002 - May 2007
Education
The University of Dallas 2006 — 2013
Master of Business Administration (MBA)
Texas State University 1996 — 1999
Exercise Sports Science
Tony Jones's Merrill Lynch Experience September 2006 - June 2007
Job Technical Support Engineer
Industry Information Technology and Services
Experience
meteocontrol GmbH April 2015 - July 2015
CIS (contract) December 2014 - April 2015
Chicago Board Options Exchange September 2008 - August 2014
Sterling Trader, INC June 2010 - December 2013
Infinium Capital Management August 2007 - June 2009
Merrill Lynch September 2006 - June 2007
City of Atlanta May 2006 - June 2007
The Shaklee Corporation July 2005 - December 2005
Performant Financial Corporation October 2003 - July 2005
Northrop Grumman Corporation January 2000 - October 2003
Skills
Troubleshooting, Technical Analysis, Unix, SQL, Data Center, Databases, Servers, Trading Systems, Technical Support, Testing, Windows, Trading, Team Building, Linux, Electronic Trading, Disaster Recovery, Hardware, Technical Writing, Vendor Management, Microsoft SQL Server, Management, Change Management, CRM, Networking, Cloud Computing, SDLC, Software Development, Solaris, Software Documentation, Market Data, TCP/IP, VPN, Visio, Perl, Equity Trading, Options, Cisco Technologies
Education
Texas Tech University 1992 — 1996
Social Welfare / Psychology
Monterey High School
meteocontrol GmbH April 2015 - July 2015
CIS (contract) December 2014 - April 2015
Chicago Board Options Exchange September 2008 - August 2014
Sterling Trader, INC June 2010 - December 2013
Infinium Capital Management August 2007 - June 2009
Merrill Lynch September 2006 - June 2007
City of Atlanta May 2006 - June 2007
The Shaklee Corporation July 2005 - December 2005
Performant Financial Corporation October 2003 - July 2005
Northrop Grumman Corporation January 2000 - October 2003
Skills
Troubleshooting, Technical Analysis, Unix, SQL, Data Center, Databases, Servers, Trading Systems, Technical Support, Testing, Windows, Trading, Team Building, Linux, Electronic Trading, Disaster Recovery, Hardware, Technical Writing, Vendor Management, Microsoft SQL Server, Management, Change Management, CRM, Networking, Cloud Computing, SDLC, Software Development, Solaris, Software Documentation, Market Data, TCP/IP, VPN, Visio, Perl, Equity Trading, Options, Cisco Technologies
Education
Texas Tech University 1992 — 1996
Social Welfare / Psychology
Monterey High School
Shayne Young's Merrill Lynch Experience September 2001 - January 2003
Job Tax Assistant at Shost & Company CPA's LLC
Industry Accounting
Experience
PMB Helin Donovan January 2014 - April 2014
Shost & Company CPA's LLC December 2012 - January 2014
University of North Texas May 2009 - December 2012
SJL Energy May 2008 - December 2008
Mortgage Brokerages January 2003 - April 2008
Merrill Lynch September 2001 - January 2003
Mogan Stanley January 2000 - September 2001
Skills
Microsoft Excel, Finance, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, Leadership, Credit Analysis, Risk Analysis, Commission Analysis
Education
Texas A&M University-Commerce 2011 — 2012
Master of Science (MS), Accounting, 3.91
University of North Texas 2009 — 2011
BBA, Finance, 3.31
University of North Texas 2009 — 2011
BBA, Accounting, 3.31
University of North Texas 1994 — 1997
BBA, Management
PMB Helin Donovan January 2014 - April 2014
Shost & Company CPA's LLC December 2012 - January 2014
University of North Texas May 2009 - December 2012
SJL Energy May 2008 - December 2008
Mortgage Brokerages January 2003 - April 2008
Merrill Lynch September 2001 - January 2003
Mogan Stanley January 2000 - September 2001
Skills
Microsoft Excel, Finance, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, Leadership, Credit Analysis, Risk Analysis, Commission Analysis
Education
Texas A&M University-Commerce 2011 — 2012
Master of Science (MS), Accounting, 3.91
University of North Texas 2009 — 2011
BBA, Finance, 3.31
University of North Texas 2009 — 2011
BBA, Accounting, 3.31
University of North Texas 1994 — 1997
BBA, Management
Adrian Miranda's Merrill Lynch Experience 1987 - 1999
Job Head, Global Finance and Operations Practice at Broadreach Group
Industry Information Technology and Services
Experience
Not recruiting March 2011 - Present
Broadreach Group September 2010 - Present
Not Recruiting, Long Island, NY July 2011 - February 2015
Ariel Partners LLC November 2008 - July 2010
Massapequa Schools 2002 - 2007
WDP 1999 - 2001
Merrill Lynch 1987 - 1999
Skills
Equities, Finance, Fixed Income, Business Development, Executive Search, Recruiting, Financial Services, Hedge Funds, Asset Management, Derivatives, Technical Recruiting, Budget Management, Financial Reporting, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
MBA, Business
Not recruiting March 2011 - Present
Broadreach Group September 2010 - Present
Not Recruiting, Long Island, NY July 2011 - February 2015
Ariel Partners LLC November 2008 - July 2010
Massapequa Schools 2002 - 2007
WDP 1999 - 2001
Merrill Lynch 1987 - 1999
Skills
Equities, Finance, Fixed Income, Business Development, Executive Search, Recruiting, Financial Services, Hedge Funds, Asset Management, Derivatives, Technical Recruiting, Budget Management, Financial Reporting, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1986
MBA, Business
Joshua Rosenstein's Merrill Lynch Experience 2005 - 2008
Job Head of Global Banking & Markets Compliance at Santander
Industry Capital Markets
Experience
Santander Bank, N.A. June 2014 - Present
Mitsui & Co., Ltd. 2012 - 2014
Cantor Fitzgerald & Co. 2009 - 2012
Tudor Investment Corporation 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Commodity Futures Trading Commission 1991 - 1994
U.S. Department of State 1988 - 1990
Education
Texas Tech University
MBA
University of Maryland College Park
BS
Santander Bank, N.A. June 2014 - Present
Mitsui & Co., Ltd. 2012 - 2014
Cantor Fitzgerald & Co. 2009 - 2012
Tudor Investment Corporation 2008 - 2008
Merrill Lynch 2005 - 2008
Morgan Stanley 1994 - 2005
Commodity Futures Trading Commission 1991 - 1994
U.S. Department of State 1988 - 1990
Education
Texas Tech University
MBA
University of Maryland College Park
BS
Brian Stahler's Merrill Lynch Experience March 2003 - February 2008
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Morgan Stanley Smith Barney February 2009 - May 2013
Merrill Lynch March 2003 - February 2008
A.G. Edwards & Sons, Inc. December 1995 - March 2003
Skills
Investments, Strategic Investment..., Investment Planning
Education
Texas Tech University 1991 — 1995
Bachelors, Finance/Economics
Wells Fargo Advisors, LLC June 2013 - Present
Morgan Stanley Smith Barney February 2009 - May 2013
Merrill Lynch March 2003 - February 2008
A.G. Edwards & Sons, Inc. December 1995 - March 2003
Skills
Investments, Strategic Investment..., Investment Planning
Education
Texas Tech University 1991 — 1995
Bachelors, Finance/Economics
Matthew Lankford's Merrill Lynch Experience September 2010 - March 2012
Job Financial Advisor at RJ Capital
Industry Investment Management
Experience
RJ Capital Investment Advisors March 2012 - Present
Merrill Lynch September 2010 - March 2012
The Mutual Fund Store April 2009 - October 2010
Stanford Capital Management June 2008 - February 2009
Arrowhead Asset Management January 2002 - June 2008
Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Asset Allocation, Asset Managment, Equities, Financial Advisory, Portfolio Management, Securities, Asset Management, Strategic Financial...
Education
Texas State University-San Marcos 1998 — 2002
BBA, Finance
RJ Capital Investment Advisors March 2012 - Present
Merrill Lynch September 2010 - March 2012
The Mutual Fund Store April 2009 - October 2010
Stanford Capital Management June 2008 - February 2009
Arrowhead Asset Management January 2002 - June 2008
Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Investments, Uniform Combined State..., Retirement Planning, Asset Allocation, Asset Managment, Equities, Financial Advisory, Portfolio Management, Securities, Asset Management, Strategic Financial...
Education
Texas State University-San Marcos 1998 — 2002
BBA, Finance
Bruce Perwien's Merrill Lynch Experience 2005 - 2012
Job Business Development Specialist
Industry Financial Services
Experience
Visionary Asset Management August 2015 - Present
Seiko Corporation of America August 2013 - August 2015
Merrill Lynch 2005 - 2012
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, FINRA, Financial Advisory, Fixed Annuities, IRAs, Investment Strategies, Portfolio Management, Retirement, Securities, Series 63, Strategic Financial..., Uniform Combined State..., Wealth Management..., 401k, Experienced Sales..., Variable Annuities, Financial Planning
Education
Texas State University 2002 — 2005
Business Managment, Finance, Economy, Managment, Team Dynamics
Visionary Asset Management August 2015 - Present
Seiko Corporation of America August 2013 - August 2015
Merrill Lynch 2005 - 2012
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, FINRA, Financial Advisory, Fixed Annuities, IRAs, Investment Strategies, Portfolio Management, Retirement, Securities, Series 63, Strategic Financial..., Uniform Combined State..., Wealth Management..., 401k, Experienced Sales..., Variable Annuities, Financial Planning
Education
Texas State University 2002 — 2005
Business Managment, Finance, Economy, Managment, Team Dynamics
Pete Hero,CFP®'s Merrill Lynch Experience November 1997 - August 1999
Job Investment Advisory Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC, Hero & Moerdyk Wealth Advisory Group DBA March 2010 - Present
Lincoln Financial Securities, Pete Hero & Associates DBA September 1999 - March 2010
Merrill Lynch November 1997 - August 1999
LPL Finanical, Diversified Financial Services DBA April 1996 - November 1997
Skills
Fixed Income Portfolio..., Estate Planning, Certified Financial..., 401k, Portfolio Management, Comprehensive Planning
Education
Southwest Texas State University 1995 — 1997
Bachelor of Business Administration (BBA), Financial Planning and Services
Cetera Advisor Networks LLC, Hero & Moerdyk Wealth Advisory Group DBA March 2010 - Present
Lincoln Financial Securities, Pete Hero & Associates DBA September 1999 - March 2010
Merrill Lynch November 1997 - August 1999
LPL Finanical, Diversified Financial Services DBA April 1996 - November 1997
Skills
Fixed Income Portfolio..., Estate Planning, Certified Financial..., 401k, Portfolio Management, Comprehensive Planning
Education
Southwest Texas State University 1995 — 1997
Bachelor of Business Administration (BBA), Financial Planning and Services
Cass Jenkins's Merrill Lynch Experience December 2002 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2002 - Present
Edward Jones 2000 - 2002
Midland Police Department 1993 - 2000
Skills
Retirement Planning, Retirement Income..., Wealth Management, Series 7, Investment Advisory, Mortgage Lending, Alternative Investments, Asset Allocation, Credit, Equities, Financial Analysis, Financial Services, Investment Banking, Investments, Loans, Mutual Funds, Portfolio Management, Retirement, Series 63, Strategic Financial..., Valuation
Education
Texas Christian University 1990 — 1992
Bachelor's degree
Weatherford College 1988 — 1990
Associate of Arts (A.A.)
Paschal 1984 — 1988
Merrill Lynch December 2002 - Present
Edward Jones 2000 - 2002
Midland Police Department 1993 - 2000
Skills
Retirement Planning, Retirement Income..., Wealth Management, Series 7, Investment Advisory, Mortgage Lending, Alternative Investments, Asset Allocation, Credit, Equities, Financial Analysis, Financial Services, Investment Banking, Investments, Loans, Mutual Funds, Portfolio Management, Retirement, Series 63, Strategic Financial..., Valuation
Education
Texas Christian University 1990 — 1992
Bachelor's degree
Weatherford College 1988 — 1990
Associate of Arts (A.A.)
Paschal 1984 — 1988
Hanif Khowja's Merrill Lynch Experience June 2012 - August 2012
Job Corporate Finance and Strategy
Industry Information Technology and Services
Experience
Hewlett-Packard August 2014 - Present
Hewlett-Packard August 2013 - Present
Baker Hughes December 2012 - August 2013
Merrill Lynch June 2012 - August 2012
Continental Ventures LLC February 2009 - May 2012
Maximus Coffee Group June 2010 - August 2011
Goodman Manufacturing September 2008 - February 2010
Skills
Financial Analysis, Financial Reporting, Forecasting, Strategic Financial..., Finance, General Ledger, Account Reconciliation, Accounts Payable, Risk Management, GAAP, Asset Managment, Accounts Receivable, Tax, Analysis, Asset Management, Cash Management, Strategy, Financial Risk, Investments, Microsoft Excel, Financial Planning, Management
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Finance
Texas A&M University - Mays Business School 2005 — 2008
BBA, Finance
The CFA Institute
Passed June 2012 CFA Level I Exam
Hewlett-Packard August 2014 - Present
Hewlett-Packard August 2013 - Present
Baker Hughes December 2012 - August 2013
Merrill Lynch June 2012 - August 2012
Continental Ventures LLC February 2009 - May 2012
Maximus Coffee Group June 2010 - August 2011
Goodman Manufacturing September 2008 - February 2010
Skills
Financial Analysis, Financial Reporting, Forecasting, Strategic Financial..., Finance, General Ledger, Account Reconciliation, Accounts Payable, Risk Management, GAAP, Asset Managment, Accounts Receivable, Tax, Analysis, Asset Management, Cash Management, Strategy, Financial Risk, Investments, Microsoft Excel, Financial Planning, Management
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Finance
Texas A&M University - Mays Business School 2005 — 2008
BBA, Finance
The CFA Institute
Passed June 2012 CFA Level I Exam
Danielle Irvin's Merrill Lynch Experience 2009 - 2009
Job
Industry Management Consulting
Experience
Cornerstone OBGYN April 2005 - December 2009
Merrill Lynch 2009 - 2009
Education
Texas State University 2007 — 2011
Bachelors, Business Management
Cornerstone OBGYN April 2005 - December 2009
Merrill Lynch 2009 - 2009
Education
Texas State University 2007 — 2011
Bachelors, Business Management
Leah dunn's Merrill Lynch Experience March 1992 - January 1999
Job Owner, Coldwell Banker Encore Dunn and Elam
Industry Real Estate
Experience
Coldwell Banker Encore Dunn and Elam February 1999 - Present
Merrill Lynch March 1992 - January 1999
Skills
Real Estate Development, Real Estate Transactions, Reality, Real Estate Financing, Real Estate Investor
Education
Texas Christian University
Psychology/Sociology, BS Degree
Coldwell Banker Encore Dunn and Elam February 1999 - Present
Merrill Lynch March 1992 - January 1999
Skills
Real Estate Development, Real Estate Transactions, Reality, Real Estate Financing, Real Estate Investor
Education
Texas Christian University
Psychology/Sociology, BS Degree
Anne Gouak's Merrill Lynch Experience August 2005 - January 2007
Job Business Administration | Business Management
Industry Hospital & Health Care
Experience
Skomar August 2009 - November 2012
RL Management 2010 - 2012
Morgan Stanley Smith Barney February 2007 - July 2009
Merrill Lynch August 2005 - January 2007
U.S. Department of Commerce July 2004 - August 2004
UNICEF January 2004 - May 2004
Skills
Healthcare, Customer Service, Management
Education
Rawls College of Business at Texas Tech University 2001 — 2005
Bachelor of Business Administration (BBA), International Business
Texas Tech University 2001 — 2005
Bachelor of Arts (BA), Spanish
Skomar August 2009 - November 2012
RL Management 2010 - 2012
Morgan Stanley Smith Barney February 2007 - July 2009
Merrill Lynch August 2005 - January 2007
U.S. Department of Commerce July 2004 - August 2004
UNICEF January 2004 - May 2004
Skills
Healthcare, Customer Service, Management
Education
Rawls College of Business at Texas Tech University 2001 — 2005
Bachelor of Business Administration (BBA), International Business
Texas Tech University 2001 — 2005
Bachelor of Arts (BA), Spanish
Chris Huck's Merrill Lynch Experience 2005 - 2005
Job 2nd Year MBA Student at McCombs School of Business
Industry Oil & Energy
Experience
McCombs School of Business August 2013 - Present
Halliburton June 2014 - August 2014
Qatargas September 2012 - July 2013
Qatargas February 2010 - September 2012
The Reynolds and Reynolds Company March 2007 - February 2009
Doyle Land Services 2006 - 2006
Merrill Lynch 2005 - 2005
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance and Global Business, 3.78
Texas Tech University 2000 — 2004
BA, Economics and History, 3.5
McCombs School of Business August 2013 - Present
Halliburton June 2014 - August 2014
Qatargas September 2012 - July 2013
Qatargas February 2010 - September 2012
The Reynolds and Reynolds Company March 2007 - February 2009
Doyle Land Services 2006 - 2006
Merrill Lynch 2005 - 2005
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance and Global Business, 3.78
Texas Tech University 2000 — 2004
BA, Economics and History, 3.5
Rudra Nadhan's Merrill Lynch Experience October 1983 - Present
Job Senior VicePresident at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1983 - Present
Skills
Process Engineer, Texaco, Chemical Engg.
Education
Texas A&M University-Kingsville 1973 — 1975
Master of Science, Chemical Engineering
Merrill Lynch October 1983 - Present
Skills
Process Engineer, Texaco, Chemical Engg.
Education
Texas A&M University-Kingsville 1973 — 1975
Master of Science, Chemical Engineering
Clay Hancock's Merrill Lynch Experience July 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Massage Heights January 2007 - Present
JPMorgan Chase June 1995 - January 2007
Education
Texas Christian University - M.J. Neeley School of Business 1991 — 1995
BBA, Finance/Accounting
Richland High School
Merrill Lynch July 2013 - Present
Massage Heights January 2007 - Present
JPMorgan Chase June 1995 - January 2007
Education
Texas Christian University - M.J. Neeley School of Business 1991 — 1995
BBA, Finance/Accounting
Richland High School
Leesa Hedge's Merrill Lynch Experience July 2008 - Present
Job Financial Adviser at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Regions Bank February 1999 - July 2008
Education
Texas Tech University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Merrill Lynch July 2008 - Present
Regions Bank February 1999 - July 2008
Education
Texas Tech University 1977 — 1981
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Pearlie Tiggs's Merrill Lynch Experience September 1987 - January 1988
Job Community Planner at US Department of Transportation (DOT)
Industry Government Administration
Experience
US Department of Transportation (DOT) April 1995 - Present
Law Enforcement March 1987 - March 1991
Merrill Lynch September 1987 - January 1988
Skills
Public Policy, Policy Analysis, Government, Policy, Land Use Planning, Community Development, Urban Planning, Community Outreach, Land Use, Public Administration, Local Government, Program Evaluation, ArcGIS, Grants, GIS, Grant Writing, Environmental Policy, Sustainability, Nonprofits, Federal Government
Education
The University of Texas at Arlington 1998 — 2001
Graduate coursework, in the area of Urban and Regional Planning
Texas Southern University 1992 — 1994
Bachelor's of Business Administration and Master's of Transportation, Business Administration and Management, General and Planning and MGT
Georgia State University 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Policy Studies/Government Administration
US Department of Transportation (DOT) April 1995 - Present
Law Enforcement March 1987 - March 1991
Merrill Lynch September 1987 - January 1988
Skills
Public Policy, Policy Analysis, Government, Policy, Land Use Planning, Community Development, Urban Planning, Community Outreach, Land Use, Public Administration, Local Government, Program Evaluation, ArcGIS, Grants, GIS, Grant Writing, Environmental Policy, Sustainability, Nonprofits, Federal Government
Education
The University of Texas at Arlington 1998 — 2001
Graduate coursework, in the area of Urban and Regional Planning
Texas Southern University 1992 — 1994
Bachelor's of Business Administration and Master's of Transportation, Business Administration and Management, General and Planning and MGT
Georgia State University 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Policy Studies/Government Administration
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank