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
Mark Halsell Mark Halsell's Merrill Lynch Experience May 2010 - September 2013
Job Program project management; MBA
Industry Financial Services
Experience
NetSpend September 2013 - Present
Pure Austin Fitness June 2013 - Present
Merrill Lynch May 2010 - September 2013
Self Employed June 2008 - May 2010
Wachovia Bank August 2007 - March 2010
First National Bank Texas August 2000 - November 2002
Skills
Strategy, Finance, Financial Services, Management Consulting, Banking, Marketing, Business Planning, Strategic Financial..., Wealth Management, Advertising
Education
St. Edward's University
Master, Business Administration; Global Business, Marketing
Texas Wesleyan University
Bachelor of Science, Business and Psychology
NetSpend September 2013 - Present
Pure Austin Fitness June 2013 - Present
Merrill Lynch May 2010 - September 2013
Self Employed June 2008 - May 2010
Wachovia Bank August 2007 - March 2010
First National Bank Texas August 2000 - November 2002
Skills
Strategy, Finance, Financial Services, Management Consulting, Banking, Marketing, Business Planning, Strategic Financial..., Wealth Management, Advertising
Education
St. Edward's University
Master, Business Administration; Global Business, Marketing
Texas Wesleyan University
Bachelor of Science, Business and Psychology
Lou Costantino Lou Costantino's Merrill Lynch Experience July 2003 - January 2009
Job Experienced Government Relations Professional Focused on Financial Services Advocacy
Industry Government Relations
Experience
Managed Funds Association February 2009 - Present
Merrill Lynch July 2003 - January 2009
SIFMA (SIA) 1991 - 2003
Skills
Legislative Relations, Policy Analysis, Public Policy, Politics, Hedge Funds, Financial Services, Grassroots Organizing, Legislation, Coalitions, Public Affairs, Corporate Governance, Strategy, Executive Management, International Relations, Community Outreach, State Government, Legal Writing, Strategic Communications, Financial Regulation, Political Consulting, Political Science, Federal Government, Political Communication, Congress, Government, Policy, Political Campaigns, Government Relations, Nonprofits, Fundraising, Management, Strategic Planning, Public Speaking
Education
The Catholic University of America
BA, Political Science
The Catholic University of America
Bachelor's degree - Political Science, Political Science and Government
Managed Funds Association February 2009 - Present
Merrill Lynch July 2003 - January 2009
SIFMA (SIA) 1991 - 2003
Skills
Legislative Relations, Policy Analysis, Public Policy, Politics, Hedge Funds, Financial Services, Grassroots Organizing, Legislation, Coalitions, Public Affairs, Corporate Governance, Strategy, Executive Management, International Relations, Community Outreach, State Government, Legal Writing, Strategic Communications, Financial Regulation, Political Consulting, Political Science, Federal Government, Political Communication, Congress, Government, Policy, Political Campaigns, Government Relations, Nonprofits, Fundraising, Management, Strategic Planning, Public Speaking
Education
The Catholic University of America
BA, Political Science
The Catholic University of America
Bachelor's degree - Political Science, Political Science and Government
Ernest Holguin CFP™ CRPC™ Ernest Holguin CFP™ CRPC™'s Merrill Lynch Experience October 2002 - February 2014
Job Managing Partner and Financial Advisor at Holguin & Sy Wealth Management
Industry Investment Management
Experience
Holguin & Sy Wealth Management March 2014 - Present
Merrill Lynch October 2002 - February 2014
Banc of America Investments October 2002 - October 2009
Morgan Stanley July 1996 - October 2002
Yerba Buena Center for the Arts 1993 - 1996
Center for the Arts 1992 - 1993
Skills
Retirement Planning, Investment Strategies, Financial Advisory, Securities, Asset Allocation, Finance, 401k, Financial Services, ETFs, Capital Markets, Investments, Mutual Funds, Bonds, IRAs, Retirement, Relationship Management, Credit Analysis, Fixed Income, Equities, College Funding..., 529 Plans, Long Term Care Insurance, Management, Wealth
Education
University of California, Berkeley 1987 — 1991
BA, Economics
The American College 2002 — 2004
CERTIFIED FINANCIAL PLANNER™ Certificant
El Rancho High School 1984 — 1986
High School
Holguin & Sy Wealth Management March 2014 - Present
Merrill Lynch October 2002 - February 2014
Banc of America Investments October 2002 - October 2009
Morgan Stanley July 1996 - October 2002
Yerba Buena Center for the Arts 1993 - 1996
Center for the Arts 1992 - 1993
Skills
Retirement Planning, Investment Strategies, Financial Advisory, Securities, Asset Allocation, Finance, 401k, Financial Services, ETFs, Capital Markets, Investments, Mutual Funds, Bonds, IRAs, Retirement, Relationship Management, Credit Analysis, Fixed Income, Equities, College Funding..., 529 Plans, Long Term Care Insurance, Management, Wealth
Education
University of California, Berkeley 1987 — 1991
BA, Economics
The American College 2002 — 2004
CERTIFIED FINANCIAL PLANNER™ Certificant
El Rancho High School 1984 — 1986
High School
Matt Rouse Matt Rouse's Merrill Lynch Experience June 2008 - August 2008
Job Soros Fund Management
Industry Investment Management
Experience
Private Investment Fund May 2015 - Present
Goldman Sachs April 2014 - May 2015
Goldman Sachs October 2011 - April 2014
JPMorgan Chase June 2009 - October 2011
Merrill Lynch June 2008 - August 2008
Lattimore Materials Co May 2007 - August 2007
Skills
Portfolio Management, Loans, Credit, Trading, Accounting, Leveraged Finance, Commercial Banking, Restructuring, Cash Flow, Syndications, Pricing, Financial Modeling, Valuation, Investment Banking, Bloomberg
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Private Investment Fund May 2015 - Present
Goldman Sachs April 2014 - May 2015
Goldman Sachs October 2011 - April 2014
JPMorgan Chase June 2009 - October 2011
Merrill Lynch June 2008 - August 2008
Lattimore Materials Co May 2007 - August 2007
Skills
Portfolio Management, Loans, Credit, Trading, Accounting, Leveraged Finance, Commercial Banking, Restructuring, Cash Flow, Syndications, Pricing, Financial Modeling, Valuation, Investment Banking, Bloomberg
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Brian Poe, CFP®, ChFC®.'s Merrill Lynch Experience 2003 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2003 - Present
American Express Financial Advisors 2002 - 2003
Skills
Wealth Management, Investments, Financial Planning, Series 63, Strategic Financial..., Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Wealth Management..., Relationship Management, Retirement Planning, Financial Services, Financial Planners, Financial Advisory
Education
University of Washington, Michael G. Foster School of Business
The American College
Certificate in Financial Planning
Merrill Lynch 2003 - Present
American Express Financial Advisors 2002 - 2003
Skills
Wealth Management, Investments, Financial Planning, Series 63, Strategic Financial..., Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Wealth Management..., Relationship Management, Retirement Planning, Financial Services, Financial Planners, Financial Advisory
Education
University of Washington, Michael G. Foster School of Business
The American College
Certificate in Financial Planning
Chris Carruthers's Merrill Lynch Experience April 2013 - June 2014
Job Financial Advisor at Austin Private Wealth a private wealth advisory practice of Ameriprise Financial, Inc.
Industry Financial Services
Experience
Kraus, Celerier & Associates a financial advisory practice of Ameriprise Financial, Inc. July 2014 - Present
Merrill Lynch April 2013 - June 2014
First Investors Corporation February 2012 - February 2013
Denitech Corporation July 2010 - July 2011
Texas Tech University November 2008 - May 2010
Education
Texas Tech University - Rawls College of Business 2007 — 2009
Marketing, Business
The University of Texas at Austin 2002 — 2009
Kraus, Celerier & Associates a financial advisory practice of Ameriprise Financial, Inc. July 2014 - Present
Merrill Lynch April 2013 - June 2014
First Investors Corporation February 2012 - February 2013
Denitech Corporation July 2010 - July 2011
Texas Tech University November 2008 - May 2010
Education
Texas Tech University - Rawls College of Business 2007 — 2009
Marketing, Business
The University of Texas at Austin 2002 — 2009
Arthur Scott Arthur Scott's Merrill Lynch Experience September 1998 - February 2006
Job
Industry Financial Services
Experience
UBS February 2006 - Present
Merrill Lynch September 1998 - February 2006
Skills
Wealth Management, Equities, Fixed Income, Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Portfolio Management, Alternative Investments, Securities, Asset Management, Investment Strategies, Financial Planning, Retirement, Options, Investment Management, Credit, Life Insurance, Mortgage Lending, Series 65, Series 8, Structured Commodities, Finance
Education
Tarrant County College
Associate's degree, Mechanical Engineering
Texas Wesleyan University
Bachelor of Science (BS), Business/Commerce, General
UBS February 2006 - Present
Merrill Lynch September 1998 - February 2006
Skills
Wealth Management, Equities, Fixed Income, Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Portfolio Management, Alternative Investments, Securities, Asset Management, Investment Strategies, Financial Planning, Retirement, Options, Investment Management, Credit, Life Insurance, Mortgage Lending, Series 65, Series 8, Structured Commodities, Finance
Education
Tarrant County College
Associate's degree, Mechanical Engineering
Texas Wesleyan University
Bachelor of Science (BS), Business/Commerce, General
Emily Gadacz Emily Gadacz's Merrill Lynch Experience May 1998 - June 2000
Job Broker Associate at Colorado Landmark Realtors
Industry Real Estate
Experience
Colorado Landmark Realtors 2004 - Present
Mapleton Montessori School August 2000 - August 2004
Merrill Lynch May 1998 - June 2000
Skills
Sellers, Investment Properties, First Time Home Buyers, Buyers, Condos, Relocation, Residential Homes, Luxury, Real Estate, Real Estate Transactions, Investors, Selling, New Homes, Property, Real Estate Economics, Townhomes, Listings, Buyer Representation, Seller Representation, Single Family Homes, New Home Sales, REO, Sales
Education
The Catholic University of America
Colorado Landmark Realtors 2004 - Present
Mapleton Montessori School August 2000 - August 2004
Merrill Lynch May 1998 - June 2000
Skills
Sellers, Investment Properties, First Time Home Buyers, Buyers, Condos, Relocation, Residential Homes, Luxury, Real Estate, Real Estate Transactions, Investors, Selling, New Homes, Property, Real Estate Economics, Townhomes, Listings, Buyer Representation, Seller Representation, Single Family Homes, New Home Sales, REO, Sales
Education
The Catholic University of America
Jazsmine Duncan Jazsmine Duncan's Merrill Lynch Experience December 2008 - January 2009
Job Banking Professional
Industry Banking
Experience
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2012 - May 2014
Texas Tech University/Environmental Health & Safety January 2010 - May 2010
Department of Treasury/Office of the Comptroller of Currency June 2009 - December 2009
Texas Tech University/Environmental Health & Safety January 2008 - June 2009
Texas Tech University/United Spirit Arena November 2007 - June 2009
Merrill Lynch December 2008 - January 2009
OMNI BANK July 2008 - August 2008
Skills
Loans, Finance, Commercial Lending, Leadership, Investments, Commercial Banking, Financial Analysis, Banking, Credit Analysis, Financial Modeling, Microsoft Excel, Credit, Cash Management
Education
Texas Tech University 2005 — 2010
Bachelor of Science, Agribusiness
Texas Tech University 2005 — 2010
Bachelor of Business Administration, Finance
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2012 - May 2014
Texas Tech University/Environmental Health & Safety January 2010 - May 2010
Department of Treasury/Office of the Comptroller of Currency June 2009 - December 2009
Texas Tech University/Environmental Health & Safety January 2008 - June 2009
Texas Tech University/United Spirit Arena November 2007 - June 2009
Merrill Lynch December 2008 - January 2009
OMNI BANK July 2008 - August 2008
Skills
Loans, Finance, Commercial Lending, Leadership, Investments, Commercial Banking, Financial Analysis, Banking, Credit Analysis, Financial Modeling, Microsoft Excel, Credit, Cash Management
Education
Texas Tech University 2005 — 2010
Bachelor of Science, Agribusiness
Texas Tech University 2005 — 2010
Bachelor of Business Administration, Finance
Elisha Zhang Elisha Zhang's Merrill Lynch Experience June 2014 - August 2014
Job Looking for summer internship in startup company around Charlotte, NC
Industry
Experience
University of South Carolina Career Center August 2013 - November 2014
Richardson-Morris Consulting Group, LLC November 2012 - November 2014
Merrill Lynch June 2014 - August 2014
Student Painters February 2014 - May 2014
Above Grade Level November 2013 - May 2014
US Innovative Renewable Energy, LLC May 2013 - August 2013
First Tee of Charlotte June 2011 - August 2011
Zhang Tutoring August 2008 - June 2011
Skills
Mandarin, Chinese, Teaching, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, English, Public Speaking, Teamwork, Research, International Business, Social Media, Marketing
Education
University of Oxford 2015 — 2016
Economics and Management
The Chinese University of Hong Kong 2014 — 2015
Study Abroad through International Business Chinese Enterprise
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor's degree, International Business
The Chinese University of Hong Kong 2012 — 2013
University of South Carolina Career Center August 2013 - November 2014
Richardson-Morris Consulting Group, LLC November 2012 - November 2014
Merrill Lynch June 2014 - August 2014
Student Painters February 2014 - May 2014
Above Grade Level November 2013 - May 2014
US Innovative Renewable Energy, LLC May 2013 - August 2013
First Tee of Charlotte June 2011 - August 2011
Zhang Tutoring August 2008 - June 2011
Skills
Mandarin, Chinese, Teaching, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, English, Public Speaking, Teamwork, Research, International Business, Social Media, Marketing
Education
University of Oxford 2015 — 2016
Economics and Management
The Chinese University of Hong Kong 2014 — 2015
Study Abroad through International Business Chinese Enterprise
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor's degree, International Business
The Chinese University of Hong Kong 2012 — 2013
Melissa DeLaRosa Melissa DeLaRosa's Merrill Lynch Experience May 2007 - August 2009
Job School Psychologist at Hinsdale Township High School District 86
Industry Primary/Secondary Education
Experience
Hinsdale Township High School District 86 August 2014 - Present
Kildeer Countryside CCSD 96 August 2012 - August 2014
Adlai E. Stevenson High School District 125 August 2011 - August 2012
The Chicago School of Professional Psychology January 2011 - August 2011
Naperville Central High School District 203 August 2010 - June 2011
Merrill Lynch May 2007 - August 2009
Skills
Data Analysis, Psychology, Public Speaking, Special Education, Staff Development, Teaching, Program Development
Education
The Chicago School of Professional Psychology 2009 — 2012
Ed.S., School Psychology
University of Notre Dame 2003 — 2007
B.B.A., Finance
Hinsdale Township High School District 86 August 2014 - Present
Kildeer Countryside CCSD 96 August 2012 - August 2014
Adlai E. Stevenson High School District 125 August 2011 - August 2012
The Chicago School of Professional Psychology January 2011 - August 2011
Naperville Central High School District 203 August 2010 - June 2011
Merrill Lynch May 2007 - August 2009
Skills
Data Analysis, Psychology, Public Speaking, Special Education, Staff Development, Teaching, Program Development
Education
The Chicago School of Professional Psychology 2009 — 2012
Ed.S., School Psychology
University of Notre Dame 2003 — 2007
B.B.A., Finance
Derek Patla, CFP®, LUTCF Derek Patla, CFP®, LUTCF's Merrill Lynch Experience February 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Rotary International November 2011 - June 2013
New York Life August 2003 - February 2011
First Investors Corporation September 1997 - August 2003
Southwestern Advantage 1997 - 2000
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Investments, Strategic Financial..., Estate Planning, 401k, IRAs, Insurance, Series 63, Series 7
Education
The American College 2006 — 2011
Completion of CFP®, CERTIFIED FINANCIAL PLANNER
University of Arizona, Eller College of Management 1998 — 2000
Bachelor of Science (BS), Finance
Merrill Lynch February 2011 - Present
Rotary International November 2011 - June 2013
New York Life August 2003 - February 2011
First Investors Corporation September 1997 - August 2003
Southwestern Advantage 1997 - 2000
Skills
Retirement Planning, Fixed Annuities, Retirement, Long-term Care, Investments, Strategic Financial..., Estate Planning, 401k, IRAs, Insurance, Series 63, Series 7
Education
The American College 2006 — 2011
Completion of CFP®, CERTIFIED FINANCIAL PLANNER
University of Arizona, Eller College of Management 1998 — 2000
Bachelor of Science (BS), Finance
Michael Vita's Merrill Lynch Experience April 2011 - May 2011
Job Compliance Examiner Member Regulation, Membership Application Program
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
The Albany Academies June 2010 - August 2012
Merrill Lynch April 2011 - May 2011
Skills
Event Planning, Fundraising, Microsoft Excel, Microsoft Word, Teamwork, Public Speaking, Customer Service, Social Networking, Social Media, Time Management
Education
The Catholic University of America 2011 — 2015
Bachelor's Degree, Finance, General
The Albany Academies 2007 — 2011
Financial Industry Regulatory Authority (FINRA) September 2015 - Present
The Albany Academies June 2010 - August 2012
Merrill Lynch April 2011 - May 2011
Skills
Event Planning, Fundraising, Microsoft Excel, Microsoft Word, Teamwork, Public Speaking, Customer Service, Social Networking, Social Media, Time Management
Education
The Catholic University of America 2011 — 2015
Bachelor's Degree, Finance, General
The Albany Academies 2007 — 2011
Dillon Baker's Merrill Lynch Experience May 2011 - August 2011
Job Facilities Sourcing Coordinator at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips January 2012 - Present
Merrill Lynch May 2011 - August 2011
Skills
Supply Chain Management, Materials Management, Facilities Operations, Forecasting, Value Chain Analysis, Sales Process, Oil & Gas Industry, Upstream, E&P, SAP ERP, SAP BW, SAP MM, Financial Analysis, Cost Control
Education
Texas Tech University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
ConocoPhillips January 2012 - Present
Merrill Lynch May 2011 - August 2011
Skills
Supply Chain Management, Materials Management, Facilities Operations, Forecasting, Value Chain Analysis, Sales Process, Oil & Gas Industry, Upstream, E&P, SAP ERP, SAP BW, SAP MM, Financial Analysis, Cost Control
Education
Texas Tech University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
A. Scott White A. Scott White's Merrill Lynch Experience 1992 - 1997
Job 2 time 5 Star Wealth Manager specializing in the comprehensive financial & estate needs of high net worth families.
Industry Financial Services
Experience
Scott White Advisors, An Independent Registered Investment Advisor 2001 - Present
Banc One Securities Corp. 1997 - 2001
Merrill Lynch 1992 - 1997
Skills
Estate Planning, Investments, Retirement Planning, Financial Services, Wealth Management, Securities, Investment Advisory, Financial Planners, Financial Advisory, Finance, Retirement, Trusts, Asset Allocation, Strategic Financial..., Certified Financial..., Financial Planning, Insurance Planning, Retirement Income..., Fixed Annuities, Small Business, IRAs, 401k, Mutual Funds, Long-term Care, Series 7, Wealth, Asset Managment, Estate Law
Education
University of Arkansas
MBA
University of Arkansas
BA
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Scott White Advisors, An Independent Registered Investment Advisor 2001 - Present
Banc One Securities Corp. 1997 - 2001
Merrill Lynch 1992 - 1997
Skills
Estate Planning, Investments, Retirement Planning, Financial Services, Wealth Management, Securities, Investment Advisory, Financial Planners, Financial Advisory, Finance, Retirement, Trusts, Asset Allocation, Strategic Financial..., Certified Financial..., Financial Planning, Insurance Planning, Retirement Income..., Fixed Annuities, Small Business, IRAs, 401k, Mutual Funds, Long-term Care, Series 7, Wealth, Asset Managment, Estate Law
Education
University of Arkansas
MBA
University of Arkansas
BA
The American College
Chartered Financial Consultant
The American College
Chartered Life Underwriter
Jon David Palfreeman Jon David Palfreeman's Merrill Lynch Experience October 2007 - September 2013
Job CEO / Founder at sphere wealth innovation
Industry Investment Management
Experience
sphere wealth innovation October 2013 - Present
Merrill Lynch October 2007 - September 2013
MetLife December 2004 - October 2007
Southern Farm Bureau August 1995 - December 2004
Skills
Uniform Combined State..., Asset Allocation, Series 7, Series 65, Financial Planning,..., Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Strategies, Retirement, Alternative Investments, Equities, Asset Management, Series 63, Fixed Income, Securities, Financial Advisory, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies / Biomechanics- Physiology
The American College
sphere wealth innovation October 2013 - Present
Merrill Lynch October 2007 - September 2013
MetLife December 2004 - October 2007
Southern Farm Bureau August 1995 - December 2004
Skills
Uniform Combined State..., Asset Allocation, Series 7, Series 65, Financial Planning,..., Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Strategies, Retirement, Alternative Investments, Equities, Asset Management, Series 63, Fixed Income, Securities, Financial Advisory, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies / Biomechanics- Physiology
The American College
Luis Javier Valle Burguette Luis Javier Valle Burguette's Merrill Lynch Experience February 2012 - May 2012
Job LatAm ECM Analyst
Industry Investment Banking
Experience
UBS Investment Bank September 2013 - Present
Carolina Investment Association September 2011 - May 2013
HSBC Securities June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Capstone Hall Government December 2009 - May 2010
Life Builders August 2008 - June 2009
Skills
Financial Analysis, Team Leadership, Cultural Sensitivity, International Business, Financial Modeling, Economics, Corporate Finance, Mandarin, Portfolio Management, Bloomberg Terminal, Valuation, Fixed Income, Financial Markets, Investment Banking, Capital Markets, Equities
Education
2009 — 2013
Bachelor of Science Business Administration, International Business, Finance
The Chinese University of Hong Kong 2010 — 2011
International Business and Chinese Enterprise, Business and Chinese
UBS Investment Bank September 2013 - Present
Carolina Investment Association September 2011 - May 2013
HSBC Securities June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Capstone Hall Government December 2009 - May 2010
Life Builders August 2008 - June 2009
Skills
Financial Analysis, Team Leadership, Cultural Sensitivity, International Business, Financial Modeling, Economics, Corporate Finance, Mandarin, Portfolio Management, Bloomberg Terminal, Valuation, Fixed Income, Financial Markets, Investment Banking, Capital Markets, Equities
Education
2009 — 2013
Bachelor of Science Business Administration, International Business, Finance
The Chinese University of Hong Kong 2010 — 2011
International Business and Chinese Enterprise, Business and Chinese
James P. Donahue Jr. James P. Donahue Jr.'s Merrill Lynch Experience 1996 - 2009
Job Electricity and Natural Gas Markets
Industry Banking
Experience
Avadeo Capital LLC 2013 - 2014
Westpac 2009 - 2013
Merrill Lynch 1996 - 2009
J.P. Morgan 1995 - 1996
BNP Paribas 1993 - 1994
Skills
Portfolio Management, FX Options, Banking, FX trading, Financial Modeling, Foreign Exchange, FX Spot, Emerging Markets, Trading Systems, FX Hedging, Foreign Currency, Capital Markets, Financial Markets, Bloomberg, Electronic Trading, Technical Analysis, Market Making, People Skills, Teamwork, Team Building
Education
The Catholic University of America
Bachelor of Arts (B.A.), Finance Management
Avadeo Capital LLC 2013 - 2014
Westpac 2009 - 2013
Merrill Lynch 1996 - 2009
J.P. Morgan 1995 - 1996
BNP Paribas 1993 - 1994
Skills
Portfolio Management, FX Options, Banking, FX trading, Financial Modeling, Foreign Exchange, FX Spot, Emerging Markets, Trading Systems, FX Hedging, Foreign Currency, Capital Markets, Financial Markets, Bloomberg, Electronic Trading, Technical Analysis, Market Making, People Skills, Teamwork, Team Building
Education
The Catholic University of America
Bachelor of Arts (B.A.), Finance Management
Breye Mata's Merrill Lynch Experience September 2001 - September 2002
Job Founder Hope and Education for Rwandan Children
Industry Mental Health Care
Experience
Social Advocates for Youth October 2014 - Present
Hope and Education for Rwandan Children January 2013 - Present
Aviva Family and Children Services January 2012 - Present
BAART CLINIC December 2012 - December 2013
The Chicago School of Professional Psychology January 2012 - March 2013
Minetta Tavern November 2009 - June 2011
Merrill Lynch September 2001 - September 2002
Skills
Therapists, Group Therapy, Empathy, Yoga, Clerical Skills, Volunteering, Event Planning, Youth Empowerment, Student Affairs, Mental Health, Cultural Diversity, Critical Thinking, Microsoft Excel, Mental Health Counseling, Academia, Fundraising, Student Development, Childcare, Non-profits, Student Counseling, Academic Advising, SPSS, Organizational Behavior, Higher Education, Crisis Intervention, Restaurants, Grant Writing, Program Evaluation, Microsoft Publisher, Career Counseling, Outlook, Social Skills, Conflict Resolution, Child Development, Psychotherapy, Psychology, Social Services, Cover Letters, Program Development, Cultural Awareness, Volunteer Management, Adolescents, Administrative..., Case Managment, Community Outreach, Nonprofits, Research, Stress Management, CBT, Psychological Assessment
Education
The Chicago School of Professional Psychology 2011 — 2013
Master's degree, Clinical Psychology
New School University 2001 — 2004
Bachelor of Arts (B.A.), Liberal Arts with a Writing Concentration
Social Advocates for Youth October 2014 - Present
Hope and Education for Rwandan Children January 2013 - Present
Aviva Family and Children Services January 2012 - Present
BAART CLINIC December 2012 - December 2013
The Chicago School of Professional Psychology January 2012 - March 2013
Minetta Tavern November 2009 - June 2011
Merrill Lynch September 2001 - September 2002
Skills
Therapists, Group Therapy, Empathy, Yoga, Clerical Skills, Volunteering, Event Planning, Youth Empowerment, Student Affairs, Mental Health, Cultural Diversity, Critical Thinking, Microsoft Excel, Mental Health Counseling, Academia, Fundraising, Student Development, Childcare, Non-profits, Student Counseling, Academic Advising, SPSS, Organizational Behavior, Higher Education, Crisis Intervention, Restaurants, Grant Writing, Program Evaluation, Microsoft Publisher, Career Counseling, Outlook, Social Skills, Conflict Resolution, Child Development, Psychotherapy, Psychology, Social Services, Cover Letters, Program Development, Cultural Awareness, Volunteer Management, Adolescents, Administrative..., Case Managment, Community Outreach, Nonprofits, Research, Stress Management, CBT, Psychological Assessment
Education
The Chicago School of Professional Psychology 2011 — 2013
Master's degree, Clinical Psychology
New School University 2001 — 2004
Bachelor of Arts (B.A.), Liberal Arts with a Writing Concentration
Richard Griswold, CFP® EA Richard Griswold, CFP® EA's Merrill Lynch Experience July 2007 - August 2011
Job Owner at Griswold Capital Strategies, Asset Management, 401k, IRA Rollovers, Financial Planning, Tax Preparation
Industry Investment Management
Experience
Griswold Capital Strategies August 2011 - Present
Merrill Lynch July 2007 - August 2011
Morgan Stanley January 1999 - July 2007
Olde Discount 1995 - 1998
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investment Strategies, Financial Planning, Retirement, Financial Advisory, Asset Management, Series 63, Strategic Financial..., Investment Management, Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Uniform Combined State..., Equities, IRAs, Estate Planning, Personal Tax Planning, Tax Preparation
Education
The American College 2003 — 2004
Financial Planning
Griswold Capital Strategies August 2011 - Present
Merrill Lynch July 2007 - August 2011
Morgan Stanley January 1999 - July 2007
Olde Discount 1995 - 1998
Skills
Investment Advisory, Retirement Planning, Wealth Management, Investment Strategies, Financial Planning, Retirement, Financial Advisory, Asset Management, Series 63, Strategic Financial..., Investment Management, Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Uniform Combined State..., Equities, IRAs, Estate Planning, Personal Tax Planning, Tax Preparation
Education
The American College 2003 — 2004
Financial Planning
Michael Zingali's Merrill Lynch Experience June 2015 - August 2015
Job Financial services intern at Merrill Lynch
Industry
Experience
Naples Air Inc May 2014 - Present
Merrill Lynch June 2015 - August 2015
United States Senate August 2014 - December 2014
David Lawrence Center May 2014 - August 2014
United States Senate February 2014 - May 2014
U.S. House of Representatives September 2013 - January 2014
David Lawrence Center May 2013 - December 2013
Gulfshore Insurance, Inc. June 2013 - August 2013
Skills
Public Speaking, Customer Service, Organization, Social Networking, Marketing, Social Media, HTML, Microsoft Office, Time Management, Data Entry, Leadership, Teamwork, Community Outreach
Education
The Catholic University of America 2012 — 2016
Finance Major, Senior
The Catholic University of American Rome Flagship Program 2015 — 2015
Finance Major
Saint John Neumann Catholic High School 2008 — 2012
High School Diploma
Naples Air Inc May 2014 - Present
Merrill Lynch June 2015 - August 2015
United States Senate August 2014 - December 2014
David Lawrence Center May 2014 - August 2014
United States Senate February 2014 - May 2014
U.S. House of Representatives September 2013 - January 2014
David Lawrence Center May 2013 - December 2013
Gulfshore Insurance, Inc. June 2013 - August 2013
Skills
Public Speaking, Customer Service, Organization, Social Networking, Marketing, Social Media, HTML, Microsoft Office, Time Management, Data Entry, Leadership, Teamwork, Community Outreach
Education
The Catholic University of America 2012 — 2016
Finance Major, Senior
The Catholic University of American Rome Flagship Program 2015 — 2015
Finance Major
Saint John Neumann Catholic High School 2008 — 2012
High School Diploma
Scott Cushion, J.D., M.S.'s Merrill Lynch Experience April 2007 - November 2008
Job Manager of Provider Education at North Texas Specialty Physicians
Industry Hospital & Health Care
Experience
North Texas Specialty Physicians 2013 - Present
Columbia College 2004 - Present
APPRIX Continuing Education Solutions, Nonprofit Corporation January 2012 - September 2013
Tortoise Investment Planning and Retirement Group, LLC March 2011 - March 2013
Amicus Financial Advisors, LLP January 2009 - January 2011
Merrill Lynch April 2007 - November 2008
Puro Environmental Services July 1999 - December 2006
GlaxoSmithKline 1991 - 1999
Skills
Public Speaking, Strategic Planning, Healthcare, Insurance, Leadership, Team Building, Employee Benefits, Microsoft Office, Customer Service, Research, Higher Education, Fundraising, Microsoft Excel, Coaching, Microsoft Word, PowerPoint, Small Business, Leadership Development, Data Analysis, Strategic Financial..., Public Relations, Long-term Care, Health Insurance, Sales, Marketing, Analysis, Training
Education
Texas A&M University School of Law
Doctor of Law (J.D.), Law
Texas Tech University
Master of Science (M.S.), Biology
Texas Tech University
Bachelor of Science (B.S.), Biology/Chemistry
North Texas Specialty Physicians 2013 - Present
Columbia College 2004 - Present
APPRIX Continuing Education Solutions, Nonprofit Corporation January 2012 - September 2013
Tortoise Investment Planning and Retirement Group, LLC March 2011 - March 2013
Amicus Financial Advisors, LLP January 2009 - January 2011
Merrill Lynch April 2007 - November 2008
Puro Environmental Services July 1999 - December 2006
GlaxoSmithKline 1991 - 1999
Skills
Public Speaking, Strategic Planning, Healthcare, Insurance, Leadership, Team Building, Employee Benefits, Microsoft Office, Customer Service, Research, Higher Education, Fundraising, Microsoft Excel, Coaching, Microsoft Word, PowerPoint, Small Business, Leadership Development, Data Analysis, Strategic Financial..., Public Relations, Long-term Care, Health Insurance, Sales, Marketing, Analysis, Training
Education
Texas A&M University School of Law
Doctor of Law (J.D.), Law
Texas Tech University
Master of Science (M.S.), Biology
Texas Tech University
Bachelor of Science (B.S.), Biology/Chemistry
Christina Lampe Christina Lampe's Merrill Lynch Experience November 2014 - Present
Job
Industry Oil & Energy
Experience
Merrill Lynch November 2014 - Present
Unipec America (SINOPEC) June 2012 - August 2014
Goldman Sachs May 2010 - May 2012
ConocoPhillips June 2007 - May 2010
ConocoPhillips June 2005 - June 2007
Education
Texas Tech University - Rawls College of Business 2004 — 2005
MBA
Texas Tech University - Rawls College of Business 2001 — 2004
BBA
Merrill Lynch November 2014 - Present
Unipec America (SINOPEC) June 2012 - August 2014
Goldman Sachs May 2010 - May 2012
ConocoPhillips June 2007 - May 2010
ConocoPhillips June 2005 - June 2007
Education
Texas Tech University - Rawls College of Business 2004 — 2005
MBA
Texas Tech University - Rawls College of Business 2001 — 2004
BBA
David J. Chan's Merrill Lynch Experience October 1996 - August 1999
Job Real Estate Asset Manager at CEI
Industry Real Estate
Experience
CEI 2000 - Present
Merrill Lynch October 1996 - August 1999
Merrill Lynch June 1995 - October 1996
JPMorgan Chase June 1994 - August 1994
Hyperion Partners (Ranieri & Co., Inc.) 1992 - 1994
Skills
Series 7, Series 63, 1031 Exchanges, Real Estate, Investment Properties, Real Estate Transactions
Education
The Chinese University of Hong Kong 2009 — 2011
J.D., Law
New York University - Leonard N. Stern School of Business 1991 — 1995
Bachelor's degree, Finance and International Business
CEI 2000 - Present
Merrill Lynch October 1996 - August 1999
Merrill Lynch June 1995 - October 1996
JPMorgan Chase June 1994 - August 1994
Hyperion Partners (Ranieri & Co., Inc.) 1992 - 1994
Skills
Series 7, Series 63, 1031 Exchanges, Real Estate, Investment Properties, Real Estate Transactions
Education
The Chinese University of Hong Kong 2009 — 2011
J.D., Law
New York University - Leonard N. Stern School of Business 1991 — 1995
Bachelor's degree, Finance and International Business
Alex Ingle Alex Ingle's Merrill Lynch Experience August 2007 - August 2010
Job Real Estate Attorney at Haynes and Boone, LLP
Industry Law Practice
Experience
Haynes and Boone, LLP October 2013 - Present
Haynes and Boone, LLP May 2012 - June 2012
Wake Forest University May 2011 - May 2012
Wake Forest University May 2011 - September 2011
Merrill Lynch August 2007 - August 2010
Skills
Investments, Legal Writing, Legal Research, Real Estate Transactions, Securities, Microsoft Office, Corporate Law, Research, Retirement Planning, Contract Negotiation, Financial Planners, Corporate Finance, Strategic Financial..., Finance
Education
Wake Forest University School of Law 2010 — 2013
JD
The American College
CFP Program
Wichita State University
Bachelor of Arts, History/Political Science
Wichita Trinity Academy
Wichita Collegiate School
Haynes and Boone, LLP October 2013 - Present
Haynes and Boone, LLP May 2012 - June 2012
Wake Forest University May 2011 - May 2012
Wake Forest University May 2011 - September 2011
Merrill Lynch August 2007 - August 2010
Skills
Investments, Legal Writing, Legal Research, Real Estate Transactions, Securities, Microsoft Office, Corporate Law, Research, Retirement Planning, Contract Negotiation, Financial Planners, Corporate Finance, Strategic Financial..., Finance
Education
Wake Forest University School of Law 2010 — 2013
JD
The American College
CFP Program
Wichita State University
Bachelor of Arts, History/Political Science
Wichita Trinity Academy
Wichita Collegiate School
C. Uhlan Brock's Merrill Lynch Experience August 2009 - December 2009
Job Financial Analyst | Corporate Attorney
Industry Financial Services
Experience
Hudson Legal Law Counsel 2011 - Present
US Securities and Exchange Commission January 2010 - April 2010
Merrill Lynch August 2009 - December 2009
FINRA February 2009 - May 2009
U.S. Chamber of Commerce October 2005 - March 2008
U.S. House of Representatives, The Honorable "Ginny" Brown-Waite February 2004 - September 2005
Skills
Securities Regulation, Securities, Corporate Law, Corporate Finance, Legal Writing, Corporate Governance, Due Diligence, Legal Research, International Law, Policy, Private Equity, Financial Services, Government, Finance, Investments, Financial Modeling, Business Analysis, Capital Markets, International Relations, Analysis, Financial Analysis
Education
The Catholic University of America, Columbus School of Law 2006 — 2010
J.D., Securities and Corporate Law
The George Washington University, The Graduate School of Political Management (GSPM) 2003 — 2005
MA, Political Managment
Tulane University 1997 — 2001
BS, Political Science & Business
Hudson Legal Law Counsel 2011 - Present
US Securities and Exchange Commission January 2010 - April 2010
Merrill Lynch August 2009 - December 2009
FINRA February 2009 - May 2009
U.S. Chamber of Commerce October 2005 - March 2008
U.S. House of Representatives, The Honorable "Ginny" Brown-Waite February 2004 - September 2005
Skills
Securities Regulation, Securities, Corporate Law, Corporate Finance, Legal Writing, Corporate Governance, Due Diligence, Legal Research, International Law, Policy, Private Equity, Financial Services, Government, Finance, Investments, Financial Modeling, Business Analysis, Capital Markets, International Relations, Analysis, Financial Analysis
Education
The Catholic University of America, Columbus School of Law 2006 — 2010
J.D., Securities and Corporate Law
The George Washington University, The Graduate School of Political Management (GSPM) 2003 — 2005
MA, Political Managment
Tulane University 1997 — 2001
BS, Political Science & Business
Kim Hupp Kim Hupp's Merrill Lynch Experience 1981 - Present
Job Financial consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1981 - Present
Skills
Series 7, Customer Service
Education
Texas Tech University 1976 — 1980
Marketing, Business/Commerce, General
Graham high school 1972 — 1976
Merrill Lynch 1981 - Present
Skills
Series 7, Customer Service
Education
Texas Tech University 1976 — 1980
Marketing, Business/Commerce, General
Graham high school 1972 — 1976
Robert Steiner Robert Steiner's Merrill Lynch Experience 2008 - 2009
Job Exclusive Financial SpecialistAllstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services, LLC 2014 - Present
JPMorgan Chase August 2011 - December 2013
New England Financial April 2009 - August 2011
Merrill Lynch 2008 - 2009
NYSE 1995 - 2008
Banc of America Securities 1986 - 2008
Montgomery Securities 1986 - 2008
Skills
Series 7, Equities, LUTCF, Investments, Securities, Series 63, Trading, Hedge Funds, FINRA, Options, Fixed Income, Disability Insurance, Finance, Equity Trading, Capital Markets, Retirement Planning
Education
The American College 2009 — 2011
LUTCF
Southampton College/L.I.U. 1975 — 1979
Bachelor of Science (BS), Marine Biology and Biological Oceanography
Allstate Financial Services, LLC 2014 - Present
JPMorgan Chase August 2011 - December 2013
New England Financial April 2009 - August 2011
Merrill Lynch 2008 - 2009
NYSE 1995 - 2008
Banc of America Securities 1986 - 2008
Montgomery Securities 1986 - 2008
Skills
Series 7, Equities, LUTCF, Investments, Securities, Series 63, Trading, Hedge Funds, FINRA, Options, Fixed Income, Disability Insurance, Finance, Equity Trading, Capital Markets, Retirement Planning
Education
The American College 2009 — 2011
LUTCF
Southampton College/L.I.U. 1975 — 1979
Bachelor of Science (BS), Marine Biology and Biological Oceanography
Julianne Marino Julianne Marino's Merrill Lynch Experience October 2011 - Present
Job GWIM Operations Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Cherry Valley Country Club May 2008 - January 2011
Rellas Italian Tavern May 2010 - August 2010
Center for Academic Success January 2010 - May 2010
Princeton Medical Center 2003 - 2005
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Facebook, Social Networking, Outlook
Education
The Catholic University of America 2007 — 2011
Bachelor of Science in Business Administration, Finance, General
The Catholic University of America 2007 — 2011
Bachelor of Arts and Sciences Degree, Finance
The Hun School of Princeton 2003 — 2007
Merrill Lynch October 2011 - Present
Cherry Valley Country Club May 2008 - January 2011
Rellas Italian Tavern May 2010 - August 2010
Center for Academic Success January 2010 - May 2010
Princeton Medical Center 2003 - 2005
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Facebook, Social Networking, Outlook
Education
The Catholic University of America 2007 — 2011
Bachelor of Science in Business Administration, Finance, General
The Catholic University of America 2007 — 2011
Bachelor of Arts and Sciences Degree, Finance
The Hun School of Princeton 2003 — 2007
Edward Lydon Edward Lydon's Merrill Lynch Experience 2007 - 2012
Job Business Manager Legal Discovery Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
JPMorgan Chase 2013 - 2014
Merrill Lynch 2007 - 2012
Bank of America 2003 - 2007
Bank of America 2002 - 2003
Bank of America 2001 - 2002
J.P. Morgan 1998 - 2001
Empire Blue Cross Blue Shield 1993 - 1998
Deloitte 1992 - 1993
Skills
Portfolio Management, Finance, Investment Banking, Series 7, Strategic Planning, Strategy, Financial Modeling, Equities, Private Equity, Banking, Competitive Analysis, Due Diligence, Management, Analysis
Education
St. John's Graduate School of Business Administration
M.B.A, Finance
The Catholic University of America
BA, Politics; English (Rhetoric and Composition)
J.P. Morgan 2014 - Present
JPMorgan Chase 2013 - 2014
Merrill Lynch 2007 - 2012
Bank of America 2003 - 2007
Bank of America 2002 - 2003
Bank of America 2001 - 2002
J.P. Morgan 1998 - 2001
Empire Blue Cross Blue Shield 1993 - 1998
Deloitte 1992 - 1993
Skills
Portfolio Management, Finance, Investment Banking, Series 7, Strategic Planning, Strategy, Financial Modeling, Equities, Private Equity, Banking, Competitive Analysis, Due Diligence, Management, Analysis
Education
St. John's Graduate School of Business Administration
M.B.A, Finance
The Catholic University of America
BA, Politics; English (Rhetoric and Composition)
Adrian Negron Adrian Negron's Merrill Lynch Experience July 2006 - August 2006
Job Architecture & Planning Professional
Industry Architecture & Planning
Experience
Array Architects November 2014 - Present
DXA studio January 2013 - November 2014
MKDA December 2010 - January 2013
Morris Adjmi Architects June 2007 - July 2010
The Catholic University of America March 2008 - May 2010
Merrill Lynch July 2006 - August 2006
Skills
Submittals, Revit, Design Research, SketchUp, AutoCAD, InDesign, Space-planning, Sketching, Architecture, Interior Design, AutoCAD Architecture, Architectural Drawings, Sustainable Design, Architectural Design, Interior Architecture
Education
The Catholic University of America 2006 — 2010
Bachelor of Science, Architecture
Array Architects November 2014 - Present
DXA studio January 2013 - November 2014
MKDA December 2010 - January 2013
Morris Adjmi Architects June 2007 - July 2010
The Catholic University of America March 2008 - May 2010
Merrill Lynch July 2006 - August 2006
Skills
Submittals, Revit, Design Research, SketchUp, AutoCAD, InDesign, Space-planning, Sketching, Architecture, Interior Design, AutoCAD Architecture, Architectural Drawings, Sustainable Design, Architectural Design, Interior Architecture
Education
The Catholic University of America 2006 — 2010
Bachelor of Science, Architecture
Michelle Keeley Michelle Keeley's Merrill Lynch Experience February 1993 - February 1999
Job Experienced Financial Services Specialist helping clients with investment strategies, life insurance, & long term care.
Industry Financial Services
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company May 2014 - Present
Griffin-Owens & Associates February 2000 - April 2014
American Express February 1999 - February 2000
Merrill Lynch February 1993 - February 1999
Skills
Retirement Planning, Life Insurance..., Education Funding..., Lifetime Income..., Wealth Transfer..., Personal Finance, Supplements to Employee..., Retirement, Insurance, Financial Services, Leadership, Small Business, Securities, Management, Marketing, Team Building, Strategic Planning, Social Networking, Public Speaking
Education
The American College 2004 — 2008
ChFC & CASL
Speaker Salon
Speaker Salon
The American College
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company May 2014 - Present
Griffin-Owens & Associates February 2000 - April 2014
American Express February 1999 - February 2000
Merrill Lynch February 1993 - February 1999
Skills
Retirement Planning, Life Insurance..., Education Funding..., Lifetime Income..., Wealth Transfer..., Personal Finance, Supplements to Employee..., Retirement, Insurance, Financial Services, Leadership, Small Business, Securities, Management, Marketing, Team Building, Strategic Planning, Social Networking, Public Speaking
Education
The American College 2004 — 2008
ChFC & CASL
Speaker Salon
Speaker Salon
The American College
Andrew Etlinger, RL Andrew Etlinger, RL's Merrill Lynch Experience May 2007 - August 2008
Job Nalco Champion Company
Industry Oil & Energy
Experience
Nalco Champion, an Ecolab Company August 2014 - Present
Texas Independent Exploration August 2012 - August 2014
Chesapeake Energy January 2011 - August 2012
Merrill Lynch May 2007 - August 2008
Skills
Due Diligence, Leases, Land, Mergers, Research, Oil & Gas Exploration, Oil/Gas, Natural Gas, Oil & Gas Law, ArcGIS, Negotiation, Contract Negotiation, Modifications, Google Earth, APIs, Pooling, Unit Operations, Petroleum, Energy Industry, Energy, Oil & Gas Industry, Upstream, Drilling, Pipelines, Mineral Exploration, Mineral Rights, Onshore, Oilfield, Title Opinions, Regulations, Divestitures, Acquisitions, Land Acquisition, Joint Operations, Joint Ventures, Geology, Seismology, Geological Mapping, Leadership, Team Management, Lease Negotiations, Mergers & Acquisitions, Investments, Real Estate, Titles, Oil
Education
Texas Tech University - Rawls College of Business 2006 — 2010
BBA, Marketing
Nalco Champion, an Ecolab Company August 2014 - Present
Texas Independent Exploration August 2012 - August 2014
Chesapeake Energy January 2011 - August 2012
Merrill Lynch May 2007 - August 2008
Skills
Due Diligence, Leases, Land, Mergers, Research, Oil & Gas Exploration, Oil/Gas, Natural Gas, Oil & Gas Law, ArcGIS, Negotiation, Contract Negotiation, Modifications, Google Earth, APIs, Pooling, Unit Operations, Petroleum, Energy Industry, Energy, Oil & Gas Industry, Upstream, Drilling, Pipelines, Mineral Exploration, Mineral Rights, Onshore, Oilfield, Title Opinions, Regulations, Divestitures, Acquisitions, Land Acquisition, Joint Operations, Joint Ventures, Geology, Seismology, Geological Mapping, Leadership, Team Management, Lease Negotiations, Mergers & Acquisitions, Investments, Real Estate, Titles, Oil
Education
Texas Tech University - Rawls College of Business 2006 — 2010
BBA, Marketing
Beth Valente, CLU, CLTC Beth Valente, CLU, CLTC's Merrill Lynch Experience July 1997 - August 1999
Job Director of Sales at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
Midland National® Life Insurance Company April 2013 - Present
Lincoln Financial Distributors February 2011 - March 2013
Lincoln Financial Distributors October 2006 - February 2011
MassMutual 2003 - 2006
Lincoln Financial Distributors August 1999 - January 2003
Merrill Lynch July 1997 - August 1999
Education
The American College 2011 — 2013
Chartered Life Underwriter
Westfield State College 1990 — 1994
Bachelor of Science (B.S.), Criminal Justice
Western New England College
MassMutual Financial Group November 2014 - Present
Midland National® Life Insurance Company April 2013 - Present
Lincoln Financial Distributors February 2011 - March 2013
Lincoln Financial Distributors October 2006 - February 2011
MassMutual 2003 - 2006
Lincoln Financial Distributors August 1999 - January 2003
Merrill Lynch July 1997 - August 1999
Education
The American College 2011 — 2013
Chartered Life Underwriter
Westfield State College 1990 — 1994
Bachelor of Science (B.S.), Criminal Justice
Western New England College
JoRayne J.R. Tomlinson JoRayne J.R. Tomlinson's Merrill Lynch Experience 1986 - 1988
Job Senior Vice President at Jackson Cooksey
Industry Commercial Real Estate
Experience
Jackson Cooksey 1988 - Present
Merrill Lynch 1986 - 1988
Public Storage 1985 - 1986
First Winthrop Corporation 1984 - 1985
Skills
Leases, Location Intelligence, Disposition, Corporate Real Estate, Real Estate, Valuation, Commercial Real Estate, Tenant Representation, Property, Lease Administration, Brokerage, Real Estate Transactions, Finance, Tenant, Property Management, Financial Modeling, Lease Negotiations, Real Estate Development, Landlords, Mergers & Acquisitions, Negotiation, Asset Management, Transaction Management, Acquisitions, Investment Sales, Real Estate Economics, Office Tenant..., Due Diligence, Shopping Centers, Investment Properties, Dispositions
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance/investments
Jackson Cooksey 1988 - Present
Merrill Lynch 1986 - 1988
Public Storage 1985 - 1986
First Winthrop Corporation 1984 - 1985
Skills
Leases, Location Intelligence, Disposition, Corporate Real Estate, Real Estate, Valuation, Commercial Real Estate, Tenant Representation, Property, Lease Administration, Brokerage, Real Estate Transactions, Finance, Tenant, Property Management, Financial Modeling, Lease Negotiations, Real Estate Development, Landlords, Mergers & Acquisitions, Negotiation, Asset Management, Transaction Management, Acquisitions, Investment Sales, Real Estate Economics, Office Tenant..., Due Diligence, Shopping Centers, Investment Properties, Dispositions
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance/investments
Rachael Wyatt's Merrill Lynch Experience June 2003 - December 2010
Job Private Client Manager at US TrustBank of America
Industry Financial Services
Experience
US Trust/Bank of America January 2011 - Present
Merrill Lynch June 2003 - December 2010
Fiserv March 2002 - June 2003
Morgan Stanley March 1997 - March 2002
Phillips Petroleum May 1991 - March 1997
Skills
Investment Strategies, Asset Allocation, Wealth Management..., Private Banking, Mutual Funds, Investment Management, Estate Planning, Financial Advisory, Management, Investments, Capital Markets, Financial Modeling, Series 7, Credit, Investment Advisory, Wealth Management, Mortgage Lending, ETFs
Education
Texas Tech University - Rawls College of Business 1987 — 1991
Bachelor of Business Administration (BBA), Marketing, 3.4
CIMA The Wharton School-University of Pennsylvania
US Trust/Bank of America January 2011 - Present
Merrill Lynch June 2003 - December 2010
Fiserv March 2002 - June 2003
Morgan Stanley March 1997 - March 2002
Phillips Petroleum May 1991 - March 1997
Skills
Investment Strategies, Asset Allocation, Wealth Management..., Private Banking, Mutual Funds, Investment Management, Estate Planning, Financial Advisory, Management, Investments, Capital Markets, Financial Modeling, Series 7, Credit, Investment Advisory, Wealth Management, Mortgage Lending, ETFs
Education
Texas Tech University - Rawls College of Business 1987 — 1991
Bachelor of Business Administration (BBA), Marketing, 3.4
CIMA The Wharton School-University of Pennsylvania
Tyler Hammett's Merrill Lynch Experience December 2014 - May 2015
Job International Economics and Finance Major at The Catholic University of America
Industry Financial Services
Experience
Whittier Riptides 2014 - Present
Merrill Lynch December 2014 - May 2015
High Sierra Pools June 2014 - August 2014
Whittier Riptides June 2013 - August 2013
Skills
Swimming, Spanish-speaking, Lifeguarding, Microsoft Word, English, Sports, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Social Media, Leadership, Teamwork, Community Outreach, Communication, CRM, Thompson One, Sports Coaching, Managerial Finance, Event Planning, Finance
Education
The Catholic University of America 2013 — 2017
Bachelor's Degree, International Economics and Finance, Sophonore
Urbana High School
Urbana High School
Whittier Riptides 2014 - Present
Merrill Lynch December 2014 - May 2015
High Sierra Pools June 2014 - August 2014
Whittier Riptides June 2013 - August 2013
Skills
Swimming, Spanish-speaking, Lifeguarding, Microsoft Word, English, Sports, PowerPoint, Microsoft Excel, Public Speaking, Social Networking, Social Media, Leadership, Teamwork, Community Outreach, Communication, CRM, Thompson One, Sports Coaching, Managerial Finance, Event Planning, Finance
Education
The Catholic University of America 2013 — 2017
Bachelor's Degree, International Economics and Finance, Sophonore
Urbana High School
Urbana High School
Richard Bonner Richard Bonner's Merrill Lynch Experience September 1991 - March 1995
Job Financial Consultant at Harbor Financial
Industry Financial Services
Experience
Harbor Financial April 1995 - Present
Merrill Lynch September 1991 - March 1995
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance
Harbor Financial April 1995 - Present
Merrill Lynch September 1991 - March 1995
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance
Eric Striegel Eric Striegel's Merrill Lynch Experience December 2010 - July 2013
Job Associate at Colony Capital, Inc.
Industry Commercial Real Estate
Experience
Colony Capital April 2015 - Present
Cobalt Capital Partners February 2014 - March 2015
Merrill Lynch December 2010 - July 2013
Skills
Risk Management, Investments, Strategic Financial..., Financial Analysis, Series 7, Series 66, Insurance License, Asset Allocation, Asset Management, Leadership, Portfolio Management, Retirement Planning, Wealth Management
Education
Dallas Baptist University 2009 — 2010
Master of Business Administration (M.B.A.), Finance
Texas Tech University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Colony Capital April 2015 - Present
Cobalt Capital Partners February 2014 - March 2015
Merrill Lynch December 2010 - July 2013
Skills
Risk Management, Investments, Strategic Financial..., Financial Analysis, Series 7, Series 66, Insurance License, Asset Allocation, Asset Management, Leadership, Portfolio Management, Retirement Planning, Wealth Management
Education
Dallas Baptist University 2009 — 2010
Master of Business Administration (M.B.A.), Finance
Texas Tech University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Phillip Dobbs's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Investments, Strategic Planning, Leadership, Marketing, Portfolio Management, Business Development, Public Speaking, Sales Management, Customer Service, Banking, Sales Operations
Education
Texas Tech University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Lynch July 2011 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Investments, Strategic Planning, Leadership, Marketing, Portfolio Management, Business Development, Public Speaking, Sales Management, Customer Service, Banking, Sales Operations
Education
Texas Tech University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ryan Glover, CFP Ryan Glover, CFP's Merrill Lynch Experience December 2006 - December 2008
Job Chief Investment Officer at Tarheel Advisors, LLC
Industry Financial Services
Experience
Tarheel Advisors, LLC January 2009 - Present
Merrill Lynch December 2006 - December 2008
Scottrade 2001 - 2006
Skills
Certified Financial..., Registered Investment..., Real Estate License, Life Insurance, Strategic Financial..., Wealth Management, Retirement Planning, Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
Economics, Finance
The American College 2007 — 2008
CFP, Certified Financial Planner
Tarheel Advisors, LLC January 2009 - Present
Merrill Lynch December 2006 - December 2008
Scottrade 2001 - 2006
Skills
Certified Financial..., Registered Investment..., Real Estate License, Life Insurance, Strategic Financial..., Wealth Management, Retirement Planning, Investments
Education
University of North Carolina at Chapel Hill 2000 — 2004
Economics, Finance
The American College 2007 — 2008
CFP, Certified Financial Planner
Stephanie Streit Khodarahmi Stephanie Streit Khodarahmi's Merrill Lynch Experience September 2014 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1996 - 2000
Barrow Hanley Mewhinney & Strauss 1994 - 1996
Credit Suisse 1993 - 1995
Skills
Hedge Funds, Equities, Marketing, Investments, Sales, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Capital Markets, Private Equity, Investment Banking, Fixed Income, Series 7, Securities, Alternative Investments, Trading, Equity Trading
Education
Texas Tech University - Rawls College of Business 1989 — 1993
BBA, Finance and Economics
Merrill Lynch September 2014 - Present
Thomas Weisel Partners 2000 - 2002
Montgomery Securities 1996 - 2000
Barrow Hanley Mewhinney & Strauss 1994 - 1996
Credit Suisse 1993 - 1995
Skills
Hedge Funds, Equities, Marketing, Investments, Sales, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, Capital Markets, Private Equity, Investment Banking, Fixed Income, Series 7, Securities, Alternative Investments, Trading, Equity Trading
Education
Texas Tech University - Rawls College of Business 1989 — 1993
BBA, Finance and Economics
Gilbert R. Zepeda Gilbert R. Zepeda's Merrill Lynch Experience January 1986 - January 1988
Job Investment Advisor Representative
Industry Investment Management
Experience
Consultants in Wealth Management May 1983 - Present
Cohen & Curtis January 1988 - August 1991
Merrill Lynch January 1986 - January 1988
Mutual of New York May 1984 - December 1985
Texas Wesleyan University 1964 - 1968
Texas Wesleyan University 1964 - 1968
Skills
Estate Planning, Retirement Planning, Investment Advisory, Alternative Investments, Financial Analysis, Investment Management, IRAs, Life Insurance, Financial Modeling, Qualified Retirement..., 401k Rollovers, Succession Planning, Variable Annuities, Retirement Plan..., Retirement Benefits, Income Protection, Registered Investment..., Planned Giving, Guaranteed Lifetime..., Charitable Gift Planning, Business Planning, Buy-sell Agreements, Business Valuation, Estate Settlement, Estate Distribution, Beneficiary Distribution, Death Claims, Qualified Income..., Financial Analysis and..., Family Legacy Planning, Business Succession...
Education
The American College of Financial Services 2012 — 2013
Enrolled for Retirement Income Certified Professional, Retirement Income Certified Professional
MLPFS Princeton Asset Management School 1986 — 1986
Private Account Asset Management
Texas Tech University 1969 — 1971
Graduate School, Molecular Biology
Texas Wesleyan University 1964 — 1968
Bachelor's, cum laude, Chemistry
R.L. Paschal High School 1959 — 1961
Diploma, General Education
Consultants in Wealth Management May 1983 - Present
Cohen & Curtis January 1988 - August 1991
Merrill Lynch January 1986 - January 1988
Mutual of New York May 1984 - December 1985
Texas Wesleyan University 1964 - 1968
Texas Wesleyan University 1964 - 1968
Skills
Estate Planning, Retirement Planning, Investment Advisory, Alternative Investments, Financial Analysis, Investment Management, IRAs, Life Insurance, Financial Modeling, Qualified Retirement..., 401k Rollovers, Succession Planning, Variable Annuities, Retirement Plan..., Retirement Benefits, Income Protection, Registered Investment..., Planned Giving, Guaranteed Lifetime..., Charitable Gift Planning, Business Planning, Buy-sell Agreements, Business Valuation, Estate Settlement, Estate Distribution, Beneficiary Distribution, Death Claims, Qualified Income..., Financial Analysis and..., Family Legacy Planning, Business Succession...
Education
The American College of Financial Services 2012 — 2013
Enrolled for Retirement Income Certified Professional, Retirement Income Certified Professional
MLPFS Princeton Asset Management School 1986 — 1986
Private Account Asset Management
Texas Tech University 1969 — 1971
Graduate School, Molecular Biology
Texas Wesleyan University 1964 — 1968
Bachelor's, cum laude, Chemistry
R.L. Paschal High School 1959 — 1961
Diploma, General Education
Ari M. Litvin, ChFC Ari M. Litvin, ChFC's Merrill Lynch Experience September 1996 - August 1998
Job Senior Vice President, Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley August 1998 - March 2008
Merrill Lynch September 1996 - August 1998
Skills
Relationship Management, Financial Services, Risk Management, Securities, Strategic Planning, Brokerage, Financial Advisory
Education
California Lutheran University 2012 — 2016
Master of Business Administration (MBA), Financial Planning and Services
The American College 2004 — 2006
Chartered Financial Consultant
University of Colorado at Boulder 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley August 1998 - March 2008
Merrill Lynch September 1996 - August 1998
Skills
Relationship Management, Financial Services, Risk Management, Securities, Strategic Planning, Brokerage, Financial Advisory
Education
California Lutheran University 2012 — 2016
Master of Business Administration (MBA), Financial Planning and Services
The American College 2004 — 2006
Chartered Financial Consultant
University of Colorado at Boulder 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Ken Sigmon Ken Sigmon's Merrill Lynch Experience 1992 - 1993
Job
Industry Nonprofit Organization Management
Experience
North Carolina A&T State University January 2015 - Present
Oklahoma State University Foundation January 2012 - December 2014
NC State University 2007 - January 2012
The North Carolina Textile Foundation 2005 - 2008
The Citadel Foundation 2000 - 2005
The Citadel Development Foundation 1996 - 2000
Roadway Express 1994 - 1996
Merrill Lynch 1992 - 1993
United States Air Force 1988 - 1992
United States Air Force 1985 - 1988
Skills
Fundraising, Annual Giving, Leadership, Board Development, Non-profits, Stewardship, Volunteer Management, Grants, Nonprofits, Policy, Higher Education, Management, Strategy, Community Outreach, Public Speaking, Grant Writing, Strategic Planning, Project Planning, Program Management, Leadership Development, Program Development, Marketing, Analysis
Education
The Citadel 1993 — 1994
Masters Degree, Business Administration
The Citadel 1981 — 1985
Bachelor of Science, Business Administration
North Carolina A&T State University January 2015 - Present
Oklahoma State University Foundation January 2012 - December 2014
NC State University 2007 - January 2012
The North Carolina Textile Foundation 2005 - 2008
The Citadel Foundation 2000 - 2005
The Citadel Development Foundation 1996 - 2000
Roadway Express 1994 - 1996
Merrill Lynch 1992 - 1993
United States Air Force 1988 - 1992
United States Air Force 1985 - 1988
Skills
Fundraising, Annual Giving, Leadership, Board Development, Non-profits, Stewardship, Volunteer Management, Grants, Nonprofits, Policy, Higher Education, Management, Strategy, Community Outreach, Public Speaking, Grant Writing, Strategic Planning, Project Planning, Program Management, Leadership Development, Program Development, Marketing, Analysis
Education
The Citadel 1993 — 1994
Masters Degree, Business Administration
The Citadel 1981 — 1985
Bachelor of Science, Business Administration
William Fretz Jarrett Jr William Fretz Jarrett Jr's Merrill Lynch Experience November 2004 - November 2007
Job Owner at Cape Management Global, LLC
Industry Investment Management
Experience
Cape Management Global, LLC August 2008 - Present
United Way 2013 - 2014
Merrill Lynch November 2004 - November 2007
US Securities and Exchange Commission October 2002 - January 2004
Skills
Alternative Investments, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Hedge Funds, Investments, Securities, Asset Management, Mergers & Acquisitions, Capital Markets, Investment Banking, Investment Management, Valuation, Equities, Corporate Governance, Financial Analysis, Emerging Markets
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
JD, Law
London School of Economics and Political Science 1996 — 1997
MBA
Mercersburg Academy
Cape Management Global, LLC August 2008 - Present
United Way 2013 - 2014
Merrill Lynch November 2004 - November 2007
US Securities and Exchange Commission October 2002 - January 2004
Skills
Alternative Investments, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Hedge Funds, Investments, Securities, Asset Management, Mergers & Acquisitions, Capital Markets, Investment Banking, Investment Management, Valuation, Equities, Corporate Governance, Financial Analysis, Emerging Markets
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
JD, Law
London School of Economics and Political Science 1996 — 1997
MBA
Mercersburg Academy
Guy Clayton's Merrill Lynch Experience February 2015 - Present
Job Private Banking and Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
UBS January 2010 - February 2015
Texas Country Bank 2005 - 2009
Clayton Mortgage Corp. 2003 - 2005
Education
Texas Tech University - Rawls College of Business 1990 — 1994
Merrill Lynch February 2015 - Present
UBS January 2010 - February 2015
Texas Country Bank 2005 - 2009
Clayton Mortgage Corp. 2003 - 2005
Education
Texas Tech University - Rawls College of Business 1990 — 1994
Mangala Murthy Mangala Murthy's Merrill Lynch Experience 2003 - 2003
Job Area Assistant Vice President, Institutional Investment & Fiduciary Services, Arthur J. Gallagher & Co
Industry Investment Management
Experience
Arthur J. Gallagher & Co. October 2012 - Present
Silk Screen: Film Festival and Arts Organization March 2009 - Present
Wilshire Associates January 2008 - September 2012
Wilshire Associates March 2007 - September 2012
Network of Indian Professionals - Pittsburgh Chapter December 2008 - December 2010
Wilshire Associates January 2007 - March 2007
Wilshire Associates January 2005 - December 2006
Wilshire Associates October 2004 - December 2005
Merrill Lynch 2003 - 2003
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Investment Management, Investments, Due Diligence, Performance Attribution, Nonprofits, Analysis, Fund Of Funds, Client Service, Financial Services, Management, Financial Analysis, Performance Analysis, Finance, Risk Analytics, Institutional Research, Employee Training, Attribution, Fund Analysis, Institutional Relations, Research, Consulting, Team Management, Team Building, Marketing, Leadership, Event Management, Performance Management, Equities
Education
University of Pittsburgh 1999 — 2003
BSBA, Finance, MIS, Marketing
American University of Paris 2002 — 2002
Certificate, International Business
Université Paris-Sorbonne 2002 — 2002
Certificate, French Studies
Arthur J. Gallagher & Co. October 2012 - Present
Silk Screen: Film Festival and Arts Organization March 2009 - Present
Wilshire Associates January 2008 - September 2012
Wilshire Associates March 2007 - September 2012
Network of Indian Professionals - Pittsburgh Chapter December 2008 - December 2010
Wilshire Associates January 2007 - March 2007
Wilshire Associates January 2005 - December 2006
Wilshire Associates October 2004 - December 2005
Merrill Lynch 2003 - 2003
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Investment Management, Investments, Due Diligence, Performance Attribution, Nonprofits, Analysis, Fund Of Funds, Client Service, Financial Services, Management, Financial Analysis, Performance Analysis, Finance, Risk Analytics, Institutional Research, Employee Training, Attribution, Fund Analysis, Institutional Relations, Research, Consulting, Team Management, Team Building, Marketing, Leadership, Event Management, Performance Management, Equities
Education
University of Pittsburgh 1999 — 2003
BSBA, Finance, MIS, Marketing
American University of Paris 2002 — 2002
Certificate, International Business
Université Paris-Sorbonne 2002 — 2002
Certificate, French Studies
Jerry Anderson,CFP (972)414-5971 Jerry Anderson,CFP (972)414-5971's Merrill Lynch Experience May 2004 - April 2009
Job Financial Advisor, LPL Financial
Industry Investment Management
Experience
Jerry Anderson FinancialGroup April 2009 - Present
Merrill Lynch May 2004 - April 2009
Edward Jones Investments January 2000 - May 2004
Jerry Anderson Sports 1983 - 2000
Skills
Investments, Retirement, Life Insurance, Strategic Planning, Portfolio Management, Financial Services, Asset Management, Securities, Small Business, Long Term Care Insurance
Education
Texas Tech University 1978 — 1980
BS
Leadership Garland
Jerry Anderson FinancialGroup April 2009 - Present
Merrill Lynch May 2004 - April 2009
Edward Jones Investments January 2000 - May 2004
Jerry Anderson Sports 1983 - 2000
Skills
Investments, Retirement, Life Insurance, Strategic Planning, Portfolio Management, Financial Services, Asset Management, Securities, Small Business, Long Term Care Insurance
Education
Texas Tech University 1978 — 1980
BS
Leadership Garland
Kevin Heaton Kevin Heaton's Merrill Lynch Experience August 1998 - June 2003
Job Principal, i3, LLC
Industry Management Consulting
Experience
i3, LLC November 2007 - Present
Standard Resource Center May 2004 - October 2007
Standard Services Corporation August 2003 - October 2007
Bucephale Asset Management November 2004 - November 2006
Merrill Lynch August 1998 - June 2003
Skills
Business Valuation, Litigation Support, Private Equity, Valuation, P&L, Contract Negotiation, Operations Management, Due Diligence, Financial Analysis, Financial Modeling, Hedge Funds
Education
The Citadel 1996 — 1997
Aiken High School 1993 — 1996
i3, LLC November 2007 - Present
Standard Resource Center May 2004 - October 2007
Standard Services Corporation August 2003 - October 2007
Bucephale Asset Management November 2004 - November 2006
Merrill Lynch August 1998 - June 2003
Skills
Business Valuation, Litigation Support, Private Equity, Valuation, P&L, Contract Negotiation, Operations Management, Due Diligence, Financial Analysis, Financial Modeling, Hedge Funds
Education
The Citadel 1996 — 1997
Aiken High School 1993 — 1996
Jonathan Merritt Jonathan Merritt's Merrill Lynch Experience September 2011 - October 2014
Job Registered Associate at Frost Wealth Advisors
Industry Financial Services
Experience
Frost Bank November 2014 - Present
Merrill Lynch September 2011 - October 2014
USAA August 2010 - September 2011
Skills
Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Wealth Management, Retirement, Asset Allocation, Investment Advisory, Investments, Estate Planning, Financial Planning, Insurance, Portfolio Management, Financial Analysis, Customer Service
Education
Texas Tech University 2005 — 2010
Bachelor of Science (BS), Personal Financial Planning
Frost Bank November 2014 - Present
Merrill Lynch September 2011 - October 2014
USAA August 2010 - September 2011
Skills
Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Wealth Management, Retirement, Asset Allocation, Investment Advisory, Investments, Estate Planning, Financial Planning, Insurance, Portfolio Management, Financial Analysis, Customer Service
Education
Texas Tech University 2005 — 2010
Bachelor of Science (BS), Personal Financial Planning
Yixuan (Jay) Wei Yixuan (Jay) Wei's Merrill Lynch Experience May 2015 - August 2015
Job Wealth Management Summer Intern at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2015 - August 2015
Industrial and Commercial Bank of China May 2014 - June 2014
Panda Village March 2013 - June 2013
Kandles June 2007 - August 2008
Education
Washington University in St. Louis 2013 — 2017
Bachelor of Science (BS), Finance, Mathematics, Political Science
The Chinese University of Hong Kong 2014 — 2014
International Summer School, International Business, China Foreign Policy
The Hun School of Princeton 2010 — 2013
High School
Great Neck South High School 2010 — 2010
High School
Shanghai Pinghe School 2009 — 2010
High School
Merrill Lynch May 2015 - August 2015
Industrial and Commercial Bank of China May 2014 - June 2014
Panda Village March 2013 - June 2013
Kandles June 2007 - August 2008
Education
Washington University in St. Louis 2013 — 2017
Bachelor of Science (BS), Finance, Mathematics, Political Science
The Chinese University of Hong Kong 2014 — 2014
International Summer School, International Business, China Foreign Policy
The Hun School of Princeton 2010 — 2013
High School
Great Neck South High School 2010 — 2010
High School
Shanghai Pinghe School 2009 — 2010
High School
Steve Gansler, Jr., ChFC Steve Gansler, Jr., ChFC's Merrill Lynch Experience May 2007 - Present
Job Senior Vice President Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Wachovia Securities Financial Network January 2002 - May 2007
Merrill Lynch May 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Retirement Planning, Wealth Management, Investments, Retirement, Finance, Employee Benefits, Financial Services, Pensions, Risk Management, Insurance, Series 7, Wealth Management..., Series 65, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Uniform Combined State..., Banking, IRAs, 401k, Variable Annuities, Financial Advisory, Investment Strategies, Fixed Annuities, Mutual Funds, FINRA, Saving for Education, Securities, ETFs, Qualified Retirement..., High Net Worth..., Investment Management, Retirement Plan..., Separately Managed..., Financial Modeling, Wealth
Education
Belmont Abbey College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
The American College
Chartered Financial Consultant - ChFC, Retirement planning for individuals and businesses
Merrill Lynch May 2007 - Present
Wachovia Securities Financial Network January 2002 - May 2007
Merrill Lynch May 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Retirement Planning, Wealth Management, Investments, Retirement, Finance, Employee Benefits, Financial Services, Pensions, Risk Management, Insurance, Series 7, Wealth Management..., Series 65, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Uniform Combined State..., Banking, IRAs, 401k, Variable Annuities, Financial Advisory, Investment Strategies, Fixed Annuities, Mutual Funds, FINRA, Saving for Education, Securities, ETFs, Qualified Retirement..., High Net Worth..., Investment Management, Retirement Plan..., Separately Managed..., Financial Modeling, Wealth
Education
Belmont Abbey College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
The American College
Chartered Financial Consultant - ChFC, Retirement planning for individuals and businesses
King McGlaughon King McGlaughon's Merrill Lynch Experience November 1995 - March 2003
Job Chief Executive Officer at Foundation Source
Industry Philanthropy
Experience
Foundation Source August 2011 - March 2014
Wells Fargo January 2009 - July 2011
Wachovia March 2006 - July 2011
The American College 2003 - 2006
Merrill Lynch November 1995 - March 2003
Merrill Lynch 1995 - 2003
Skills
Philanthropy, Endowments, Non-profits, Wealth Management, Foundations, Strategic Planning, Board Development, Corporate Governance, Corporate Social..., Public Speaking, Conference Speaking, Speaking Engagements, Asset Managment, Public Relations, Equities, Community Outreach, High Net Worth..., Planned Giving, Investment Advisory, Grants, Charities, Wealth Management..., Trusts, Organizational..., Nonprofits, Estate Planning, Asset Allocation
Education
University of North Carolina School of Law 1973 — 1976
JD with honors, Law
The General Theological Seminary 1986 — 1991
M Div with Honors, Theology
University of North Carolina at Chapel Hill 1970 — 1973
BA, History, Economics
The American College 2003 — 2006
CAP, Philanthropy and Nonprofit Mgt
Foundation Source August 2011 - March 2014
Wells Fargo January 2009 - July 2011
Wachovia March 2006 - July 2011
The American College 2003 - 2006
Merrill Lynch November 1995 - March 2003
Merrill Lynch 1995 - 2003
Skills
Philanthropy, Endowments, Non-profits, Wealth Management, Foundations, Strategic Planning, Board Development, Corporate Governance, Corporate Social..., Public Speaking, Conference Speaking, Speaking Engagements, Asset Managment, Public Relations, Equities, Community Outreach, High Net Worth..., Planned Giving, Investment Advisory, Grants, Charities, Wealth Management..., Trusts, Organizational..., Nonprofits, Estate Planning, Asset Allocation
Education
University of North Carolina School of Law 1973 — 1976
JD with honors, Law
The General Theological Seminary 1986 — 1991
M Div with Honors, Theology
University of North Carolina at Chapel Hill 1970 — 1973
BA, History, Economics
The American College 2003 — 2006
CAP, Philanthropy and Nonprofit Mgt
Robin Morrell, CFP® Robin Morrell, CFP®'s Merrill Lynch Experience 1986 - 2006
Job Financial Planner / Insurance Agent at Flatiron Financial Group, LLC
Industry Financial Services
Experience
Zumba with Gorica / Greater Manchester YMCA September 2011 - Present
Flatiron Financial Group, LLC April 2009 - Present
Banc of America Investments October 2006 - April 2009
Merrill Lynch 1986 - 2006
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Series 7, Insurance, Securities, Wealth, Strategy, Pensions, Finance, Series 63, FINRA, Mutual Funds, Retirement, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, Investment Strategies, Employee Benefits, Fundraising, Financial Planning, Business Planning, Alternative Investments
Education
The American College 2003 — 2005
CFP®
Dighton-Rehoboth Regional H.S. 1978 — 1981
Zumba with Gorica / Greater Manchester YMCA September 2011 - Present
Flatiron Financial Group, LLC April 2009 - Present
Banc of America Investments October 2006 - April 2009
Merrill Lynch 1986 - 2006
Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Series 7, Insurance, Securities, Wealth, Strategy, Pensions, Finance, Series 63, FINRA, Mutual Funds, Retirement, Asset Allocation, Strategic Financial..., Investment Advisory, Fixed Annuities, Investment Strategies, Employee Benefits, Fundraising, Financial Planning, Business Planning, Alternative Investments
Education
The American College 2003 — 2005
CFP®
Dighton-Rehoboth Regional H.S. 1978 — 1981
Richard Walsh Richard Walsh's Merrill Lynch Experience 2000 - 2003
Job Senior Institutional Relationship Management at OFI Global Asset Management
Industry Financial Services
Experience
OFI Global Asset Management January 2012 - Present
Oppenheimer Funds July 2007 - December 2011
TD Ameritrade April 2005 - September 2006
Merrill Lynch 2000 - 2003
Merrill Lynch January 1997 - January 2000
Merrill Lynch 1984 - 1997
Skills
Series 7, Strategy, Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 24, Alternative Investments, Financial Services, Equities, Uniform Combined State..., Wealth Management, FINRA, Business Development, Securities, Asset Management, Wealth Management..., Product Marketing, Retirement Planning, Institutional Accounts, Portfolio Management, Management, Series 65, ETFs, Mutual, Series 66, Strategic Communications
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Executive Certification, Executive Program
The Catholic University of America 1974 — 1978
Bachelor of Fine Arts, Theatre
Fordham Prep 1970 — 1974
OFI Global Asset Management January 2012 - Present
Oppenheimer Funds July 2007 - December 2011
TD Ameritrade April 2005 - September 2006
Merrill Lynch 2000 - 2003
Merrill Lynch January 1997 - January 2000
Merrill Lynch 1984 - 1997
Skills
Series 7, Strategy, Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 24, Alternative Investments, Financial Services, Equities, Uniform Combined State..., Wealth Management, FINRA, Business Development, Securities, Asset Management, Wealth Management..., Product Marketing, Retirement Planning, Institutional Accounts, Portfolio Management, Management, Series 65, ETFs, Mutual, Series 66, Strategic Communications
Education
University of Pennsylvania - The Wharton School 1998 — 1999
Executive Certification, Executive Program
The Catholic University of America 1974 — 1978
Bachelor of Fine Arts, Theatre
Fordham Prep 1970 — 1974
Richard Pentony Richard Pentony's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Skills
Series 7, Series 63, Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Retirement, Insurance, Estate Planning, Investments, IRAs, Life Insurance, Securities, Strategic Financial..., Series 65
Education
The American College 2012 — 2013
Chartered Financial Consultant
Troy University 2006 — 2009
Bachelor of Science
Merrill Lynch May 2012 - Present
Skills
Series 7, Series 63, Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Retirement, Insurance, Estate Planning, Investments, IRAs, Life Insurance, Securities, Strategic Financial..., Series 65
Education
The American College 2012 — 2013
Chartered Financial Consultant
Troy University 2006 — 2009
Bachelor of Science
Zaneilia Harris, CFP® Zaneilia Harris, CFP®'s Merrill Lynch Experience 2006 - 2008
Job Financial Planner to the Well Heeled Woman (as Featured in Black Enterprise & Investment News)
Industry Financial Services
Experience
Harris and Harris Wealth Management Group, LLC 2009 - Present
PNC Investments 2008 - 2009
Merrill Lynch 2006 - 2008
Grant Thornton 2005 - 2006
BearingPoint, formerly KPMG Consulting 2002 - 2005
Citi 2002 - 2002
Edward Jones Investments 2000 - 2001
PricewaterhouseCoopers 1998 - 2000
The NASDAQ Stock Market, Issuer Services, Listing Qualifications 1997 - 1998
Office of the Inspector General, Financial Audit Division 1994 - 1997
Skills
Financial Planning, Retirement Planning, Investment Management, Wealth Management, Investments, Registered Investment..., Strategic Financial..., Cash Flow, Personal Financial..., Stocks, Mutual Funds, Long Term Acute Care, Life Insurance, 529 Plans, Portfolio Performance..., Financial Education, Sales Presentations, Monte Carlo modeling, Federal Government..., SOX Compliancy, Internal Controls, Financial Accounting, Budget Forecasts, Capital Assets, Investment Control, Investment Advisory, Financial Advisory, Portfolio Management
Education
Money Quotient 2014 — 2014
Financial Life Planning
The American College 2012 — 2013
Financial Planning
Saint Paul's College 1989 — 1993
Bachelor of Science, Business Administration concentrating in Accounting
Harris and Harris Wealth Management Group, LLC 2009 - Present
PNC Investments 2008 - 2009
Merrill Lynch 2006 - 2008
Grant Thornton 2005 - 2006
BearingPoint, formerly KPMG Consulting 2002 - 2005
Citi 2002 - 2002
Edward Jones Investments 2000 - 2001
PricewaterhouseCoopers 1998 - 2000
The NASDAQ Stock Market, Issuer Services, Listing Qualifications 1997 - 1998
Office of the Inspector General, Financial Audit Division 1994 - 1997
Skills
Financial Planning, Retirement Planning, Investment Management, Wealth Management, Investments, Registered Investment..., Strategic Financial..., Cash Flow, Personal Financial..., Stocks, Mutual Funds, Long Term Acute Care, Life Insurance, 529 Plans, Portfolio Performance..., Financial Education, Sales Presentations, Monte Carlo modeling, Federal Government..., SOX Compliancy, Internal Controls, Financial Accounting, Budget Forecasts, Capital Assets, Investment Control, Investment Advisory, Financial Advisory, Portfolio Management
Education
Money Quotient 2014 — 2014
Financial Life Planning
The American College 2012 — 2013
Financial Planning
Saint Paul's College 1989 — 1993
Bachelor of Science, Business Administration concentrating in Accounting
Dennis Hudson,MSFS,ChFC,CRPC Dennis Hudson,MSFS,ChFC,CRPC's Merrill Lynch Experience February 2005 - February 2008
Job Securities offered throughLPL FinancialMemberFINRA/SIPC//For weblinks to FINRA/SIPC see the website section
Industry Financial Services
Experience
MainStreet WealthManagement ,LLC 2008 - 2011
Merrill Lynch February 2005 - February 2008
Morgan Stanley Smith Barney 2002 - February 2008
Education
The American College 2006 — 2010
MSFS, Financial Services
College for Financial Planning 2008 — 2009
CRPC, Retirement Planning
The American College 2004 — 2009
ChFC, Advanced Financial Planning
The University of iowa 1970 — 1973
BBA, Fianace
MainStreet WealthManagement ,LLC 2008 - 2011
Merrill Lynch February 2005 - February 2008
Morgan Stanley Smith Barney 2002 - February 2008
Education
The American College 2006 — 2010
MSFS, Financial Services
College for Financial Planning 2008 — 2009
CRPC, Retirement Planning
The American College 2004 — 2009
ChFC, Advanced Financial Planning
The University of iowa 1970 — 1973
BBA, Fianace
Catherine Utley, CFP® Catherine Utley, CFP®'s Merrill Lynch Experience October 2008 - January 2011
Job Sr. Manager of Financial Planning at Tax and Financial Group
Industry Financial Services
Experience
Tax and Financial Group January 2011 - Present
Merrill Lynch October 2008 - January 2011
Signature Resources/John Hancock Financial Network October 2007 - October 2008
Novastar Financial June 2001 - October 2007
Skills
Investments, Strategic Financial..., Estate Planning, Securities, Risk Management, Retirement Planning, Life Insurance, Wealth Management, Insurance, 401k, Mutual Funds, Financial Advisory, Financial Services, Portfolio Management, Retirement, Financial Modeling, Financial Analysis, Asset Allocation, Disability Insurance, Business Planning, Commercial Banking, Small Business, Asset Management, Asset Managment
Education
The American College 2014 — 2016
Master’s Degree, Financial Services
University of Phoenix 2003 — 2007
Bachelor’s Degree, Business Finance
Tax and Financial Group January 2011 - Present
Merrill Lynch October 2008 - January 2011
Signature Resources/John Hancock Financial Network October 2007 - October 2008
Novastar Financial June 2001 - October 2007
Skills
Investments, Strategic Financial..., Estate Planning, Securities, Risk Management, Retirement Planning, Life Insurance, Wealth Management, Insurance, 401k, Mutual Funds, Financial Advisory, Financial Services, Portfolio Management, Retirement, Financial Modeling, Financial Analysis, Asset Allocation, Disability Insurance, Business Planning, Commercial Banking, Small Business, Asset Management, Asset Managment
Education
The American College 2014 — 2016
Master’s Degree, Financial Services
University of Phoenix 2003 — 2007
Bachelor’s Degree, Business Finance
Robert Mayes's Merrill Lynch Experience April 1982 - August 2003
Job CEO at Keel Point, LLC
Industry Financial Services
Experience
Keel Point, LLC 2015 - Present
BlueCreek Investment Partners, LLC August 2003 - December 2014
Merrill Lynch April 1982 - August 2003
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Portfolio Management
Education
University of Alabama in Huntsville 1981 — 1984
BS, Finance
The University of Texas-Pan American 1978 — 1979
Finance
Texas Tech University 1975 — 1978
Finance
Keel Point, LLC 2015 - Present
BlueCreek Investment Partners, LLC August 2003 - December 2014
Merrill Lynch April 1982 - August 2003
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Portfolio Management
Education
University of Alabama in Huntsville 1981 — 1984
BS, Finance
The University of Texas-Pan American 1978 — 1979
Finance
Texas Tech University 1975 — 1978
Finance
Robert Pyle Robert Pyle's Merrill Lynch Experience June 1994 - June 2005
Job Senior Relationship Manager, CFP®
Industry Financial Services
Experience
Principal Financial Group November 2005 - Present
Merrill Lynch June 1994 - June 2005
Dun + Bradstreet Company June 1984 - June 1994
Buck Consultants April 1983 - June 1984
Education
The American College
Certified Financial Planner™
The College of New Jersey
BA, Economics
Principal Financial Group November 2005 - Present
Merrill Lynch June 1994 - June 2005
Dun + Bradstreet Company June 1984 - June 1994
Buck Consultants April 1983 - June 1984
Education
The American College
Certified Financial Planner™
The College of New Jersey
BA, Economics
Donnie Haubert, AIF Donnie Haubert, AIF's Merrill Lynch Experience 2009 - 2011
Job Director at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group 2011 - Present
Merrill Lynch 2009 - 2011
Jackson National Life 2008 - 2009
National City Corporation 2006 - 2008
First Horizon National Corporation 2003 - 2006
Skills
Strategic Market..., Solution Selling, Team Building, Territory Growth, High-Impact Sales..., Key Client Retention, Organizational..., Positioning, Customer Retention, Series 7, Mutual Funds, Asset Allocation, Training, Business Development, Finance, Series 63, 401k, Sales Operations
Education
Millersville University of Pennsylvania 1998 — 2000
Social Studies Education
Thaddeus Stevens College of Technology 1997 — 1998
Associates Degree in Applied Sciences
Janus Capital Group 2011 - Present
Merrill Lynch 2009 - 2011
Jackson National Life 2008 - 2009
National City Corporation 2006 - 2008
First Horizon National Corporation 2003 - 2006
Skills
Strategic Market..., Solution Selling, Team Building, Territory Growth, High-Impact Sales..., Key Client Retention, Organizational..., Positioning, Customer Retention, Series 7, Mutual Funds, Asset Allocation, Training, Business Development, Finance, Series 63, 401k, Sales Operations
Education
Millersville University of Pennsylvania 1998 — 2000
Social Studies Education
Thaddeus Stevens College of Technology 1997 — 1998
Associates Degree in Applied Sciences
Kalyn Keir Kalyn Keir's Merrill Lynch Experience May 2011 - August 2011
Job Customer Engagement Manager at Marin Software
Industry Marketing and Advertising
Experience
Marin Software June 2014 - Present
Offers.com May 2013 - June 2014
Offers.com January 2013 - May 2013
Junior Achievement of Central Texas June 2012 - October 2012
Self - Employed August 2010 - August 2012
Glitchy Enterprises January 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Facebook, Social Media Marketing, Online Marketing, PPC, Advertising, Social Media, SEM, Marketing, Microsoft Office, Pinterest, Microsoft Excel, Google Analytics, PowerPoint, Google Adwords, Digital Marketing, Twitter, Kenshoo, Digital Media, YouTube, Blogging, Social Networking, Excel, MSN AdCenter, Online Marketing..., Intermediate Spanish, Pitch Letters, Cold Calling Experience, Editorial Calendars, Public Relations, Online Advertising, Marketing Communications, Digital Strategy, Interactive Marketing, Affiliate Marketing, Search Advertising, Mobile Marketing, E-commerce, Google Docs, Construction, Customer Service, Customer Engagement, Salesforce.com, Analytics, Mentoring, Marin Software, Training, Customer Retention, Customer Satisfaction, Display Advertising, Marketing Strategy
Education
The University of Texas at Austin 2009 — 2013
BS, Advertising, TexasMedia with Global Track Business Foundations
The Chinese University of Hong Kong 2012 — 2012
Bachelor of Science (BS), International Advertising
The Woodlands College Park 2005 — 2009
Marin Software June 2014 - Present
Offers.com May 2013 - June 2014
Offers.com January 2013 - May 2013
Junior Achievement of Central Texas June 2012 - October 2012
Self - Employed August 2010 - August 2012
Glitchy Enterprises January 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Facebook, Social Media Marketing, Online Marketing, PPC, Advertising, Social Media, SEM, Marketing, Microsoft Office, Pinterest, Microsoft Excel, Google Analytics, PowerPoint, Google Adwords, Digital Marketing, Twitter, Kenshoo, Digital Media, YouTube, Blogging, Social Networking, Excel, MSN AdCenter, Online Marketing..., Intermediate Spanish, Pitch Letters, Cold Calling Experience, Editorial Calendars, Public Relations, Online Advertising, Marketing Communications, Digital Strategy, Interactive Marketing, Affiliate Marketing, Search Advertising, Mobile Marketing, E-commerce, Google Docs, Construction, Customer Service, Customer Engagement, Salesforce.com, Analytics, Mentoring, Marin Software, Training, Customer Retention, Customer Satisfaction, Display Advertising, Marketing Strategy
Education
The University of Texas at Austin 2009 — 2013
BS, Advertising, TexasMedia with Global Track Business Foundations
The Chinese University of Hong Kong 2012 — 2012
Bachelor of Science (BS), International Advertising
The Woodlands College Park 2005 — 2009
Joseph Tauro Joseph Tauro's Merrill Lynch Experience June 2015 - Present
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Surf and Offshore June 2009 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Leadership, Social Networking, Research, Customer Service, Salesforce.com...
Education
The Catholic University of America 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Economics
Merrill Lynch June 2015 - Present
Surf and Offshore June 2009 - August 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Leadership, Social Networking, Research, Customer Service, Salesforce.com...
Education
The Catholic University of America 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Economics
Michael Deangelis's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banker at MJ Capital Partners
Industry Investment Banking
Experience
MJ Capital Partners November 2014 - Present
Jefferies & Company July 2012 - July 2014
Merrill Lynch June 2011 - August 2011
Skills
Capital IQ, Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, Fixed Income, Event Planning, Social Media, Equity Research
Education
The Catholic University of America 2008 — 2012
MJ Capital Partners November 2014 - Present
Jefferies & Company July 2012 - July 2014
Merrill Lynch June 2011 - August 2011
Skills
Capital IQ, Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, Fixed Income, Event Planning, Social Media, Equity Research
Education
The Catholic University of America 2008 — 2012
Jeremy Bautista's Merrill Lynch Experience January 2009 - August 2010
Job Mechanical or Industrial Engineering Professional
Industry Mechanical or Industrial Engineering
Experience
Geek Squad June 2015 - Present
DCP Midstream 2012 - 2012
Merrill Lynch January 2009 - August 2010
Reynolds brothers March 2007 - January 2009
Skills
Microsoft Office, Customer Service, Project Management, Management, Microsoft Excel, Strategic Planning, Microsoft Word, Sales, Leadership, PowerPoint, Matlab, ANSYS, Engineering, Budgets, AutoCAD, English, Energy Industry
Education
Texas Tech University 2009 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Geek Squad June 2015 - Present
DCP Midstream 2012 - 2012
Merrill Lynch January 2009 - August 2010
Reynolds brothers March 2007 - January 2009
Skills
Microsoft Office, Customer Service, Project Management, Management, Microsoft Excel, Strategic Planning, Microsoft Word, Sales, Leadership, PowerPoint, Matlab, ANSYS, Engineering, Budgets, AutoCAD, English, Energy Industry
Education
Texas Tech University 2009 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
James P. Conway James P. Conway's Merrill Lynch Experience June 2009 - August 2009
Job President at Conway Petroleum, LLC
Industry Oil & Energy
Experience
Conway Petroleum, LLC March 2012 - Present
Crevalle Energy, LLC January 2014 - December 2014
RedSky Land, LLC March 2012 - September 2013
Price Land & Energy, LLC November 2010 - February 2012
Merrill Lynch June 2009 - August 2009
Skills
Title Opinions, Division Orders, Mineral Rights, Natural Gas, Energy Industry, Energy, Minerals, Oil & Gas Industry, Titles, Upstream, Pipelines, Abstracting, Leases, Land Acquisition, Title Searches
Education
Texas Tech University
Bachelor of Science (B.S.), Human Sciences with Major Emphasis in Personal Financial Planning
Conway Petroleum, LLC March 2012 - Present
Crevalle Energy, LLC January 2014 - December 2014
RedSky Land, LLC March 2012 - September 2013
Price Land & Energy, LLC November 2010 - February 2012
Merrill Lynch June 2009 - August 2009
Skills
Title Opinions, Division Orders, Mineral Rights, Natural Gas, Energy Industry, Energy, Minerals, Oil & Gas Industry, Titles, Upstream, Pipelines, Abstracting, Leases, Land Acquisition, Title Searches
Education
Texas Tech University
Bachelor of Science (B.S.), Human Sciences with Major Emphasis in Personal Financial Planning
Dawn M. (Fritsch) Collum, CIMA®, CFP® Dawn M. (Fritsch) Collum, CIMA®, CFP®'s Merrill Lynch Experience August 1998 - March 2001
Job Financial Advisor, Franchise Owner
Industry Investment Management
Experience
Collum, Wofford and Associates a financial advisory practice of Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley Smith Barney March 2003 - October 2012
Morgan Stanley April 2001 - February 2003
Merrill Lynch August 1998 - March 2001
Cameron-Brooks, Inc. January 1998 - August 1998
Education
Texas Tech University
Bachelor of Arts (B.A.), University Studies, Cum Laude
University of Pennsylvania - The Wharton School 2007 — 2008
The American College 2004 — 2006
Certified Financial Planner Curriculum
Collum, Wofford and Associates a financial advisory practice of Ameriprise Financial Services, Inc. October 2012 - Present
Morgan Stanley Smith Barney March 2003 - October 2012
Morgan Stanley April 2001 - February 2003
Merrill Lynch August 1998 - March 2001
Cameron-Brooks, Inc. January 1998 - August 1998
Education
Texas Tech University
Bachelor of Arts (B.A.), University Studies, Cum Laude
University of Pennsylvania - The Wharton School 2007 — 2008
The American College 2004 — 2006
Certified Financial Planner Curriculum
Eric Sansom Eric Sansom's Merrill Lynch Experience April 2011 - April 2012
Job Commercial Lending
Industry Banking
Experience
PlainsCapital Bank January 2014 - Present
PlainsCapital Bank April 2012 - January 2014
Merrill Lynch April 2011 - April 2012
Skills
Portfolio Management, Risk Management, Banking, Credit Analysis, Commercial Banking, Loans
Education
Texas Tech University 2007 — 2008
Masters, Personal Financial Planning
Texas Tech University 2003 — 2007
BS, Agribusiness
PlainsCapital Bank January 2014 - Present
PlainsCapital Bank April 2012 - January 2014
Merrill Lynch April 2011 - April 2012
Skills
Portfolio Management, Risk Management, Banking, Credit Analysis, Commercial Banking, Loans
Education
Texas Tech University 2007 — 2008
Masters, Personal Financial Planning
Texas Tech University 2003 — 2007
BS, Agribusiness
Gage Herrmann Gage Herrmann's Merrill Lynch Experience February 2015 - Present
Job Merrill Lynch Financial Advisor
Industry Investment Management
Experience
Merrill Lynch February 2015 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Leadership, Social Media, Public Speaking, Research, Event Management, Sales, Financial Analysis, Social Networking, Marketing, Fundraising, Strategic Planning, Business Development, Marketing Communications, Team Building, Analysis, Data Analysis, Public Relations, Team Leadership, Budgets, Management, Project Planning, Business Strategy, Sales Management, Contract Negotiation, Business Analysis, Entrepreneurship, Project Management, Teamwork, Energy, Financial Planning, Business Planning, Financial Modeling, Risk Management, Investments, Community Outreach, Marketing Strategy, Time Management
Education
Texas Tech University 2014 — 2015
Bachelor of Arts (B.A.), Personal Financial Planning
Oklahoma City University 2009 — 2012
Vocal Performance, Vocal Performance
Texas Tech University 2007 — 2009
Merrill Lynch February 2015 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Leadership, Social Media, Public Speaking, Research, Event Management, Sales, Financial Analysis, Social Networking, Marketing, Fundraising, Strategic Planning, Business Development, Marketing Communications, Team Building, Analysis, Data Analysis, Public Relations, Team Leadership, Budgets, Management, Project Planning, Business Strategy, Sales Management, Contract Negotiation, Business Analysis, Entrepreneurship, Project Management, Teamwork, Energy, Financial Planning, Business Planning, Financial Modeling, Risk Management, Investments, Community Outreach, Marketing Strategy, Time Management
Education
Texas Tech University 2014 — 2015
Bachelor of Arts (B.A.), Personal Financial Planning
Oklahoma City University 2009 — 2012
Vocal Performance, Vocal Performance
Texas Tech University 2007 — 2009
Ildiko Kiraly Ildiko Kiraly's Merrill Lynch Experience May 2015 - Present
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Edward Jones June 2012 - May 2015
Monticello & Dumas School District January 2010 - June 2012
Kensta, Nairobi Kenya August 2008 - September 2009
Republik, London UK January 2005 - June 2008
Photographic international, Canberra Australia January 2000 - June 2005
Skills
New Business Development, Investment Selection, Investment Portfolios, Retirement Planning
Education
University of Arkansas at Monticello 2009 — 2010
The Australian National University 1999 — 2004
Canberra Institute of Technology
Merrill Lynch May 2015 - Present
Edward Jones June 2012 - May 2015
Monticello & Dumas School District January 2010 - June 2012
Kensta, Nairobi Kenya August 2008 - September 2009
Republik, London UK January 2005 - June 2008
Photographic international, Canberra Australia January 2000 - June 2005
Skills
New Business Development, Investment Selection, Investment Portfolios, Retirement Planning
Education
University of Arkansas at Monticello 2009 — 2010
The Australian National University 1999 — 2004
Canberra Institute of Technology
Robert Gorman's Merrill Lynch Experience January 2001 - June 2002
Job Wealth Management & Trusted Advisor | Estate & Business Planning Specialist | CFP®, CLU®, ChFC®, AEP® | Connector
Industry Financial Services
Experience
Northwestern Mutual November 2005 - Present
Blackbaud June 2002 - December 2003
Merrill Lynch January 2001 - June 2002
Skills
Investments, Wealth Management, Finance, Financial Planning, Business Planning, Wealth Management..., Retirement Planning, Series 7, Estate Planning, Fixed Annuities, Financial Services, Risk Management, Life Insurance, Business Development, Certified Financial..., ChFC, CLU, Consulting, Disability Insurance, Education Funding, Employee Benefits, Executive Benefit..., Group Benefit Plans, Group Insurance, Health Insurance, Cash Management, Investment Management, Investment Strategies, Bonds, Long Term Business..., Asset Protection, Long Term Care Insurance, Money Market Accounts, Money Market Funds, Mutual Funds, Problem Solving, Retirement Benefits, Retirement Income..., Retirement Plan..., Retirement Savings, Stock Management, Stock Market, Stocks, Strategic Consulting, Succession Planning, Term Life Insurance, Treasury Services, Trust Services, Variable Annuities, Wealth Preservation...
Education
The American College 2012 — 2015
Master of Science (M.S.), Financial Services
Wake Forest University 1998 — 2002
Bachelor of Science (B.S.), Management Information Systems
Northwestern Mutual November 2005 - Present
Blackbaud June 2002 - December 2003
Merrill Lynch January 2001 - June 2002
Skills
Investments, Wealth Management, Finance, Financial Planning, Business Planning, Wealth Management..., Retirement Planning, Series 7, Estate Planning, Fixed Annuities, Financial Services, Risk Management, Life Insurance, Business Development, Certified Financial..., ChFC, CLU, Consulting, Disability Insurance, Education Funding, Employee Benefits, Executive Benefit..., Group Benefit Plans, Group Insurance, Health Insurance, Cash Management, Investment Management, Investment Strategies, Bonds, Long Term Business..., Asset Protection, Long Term Care Insurance, Money Market Accounts, Money Market Funds, Mutual Funds, Problem Solving, Retirement Benefits, Retirement Income..., Retirement Plan..., Retirement Savings, Stock Management, Stock Market, Stocks, Strategic Consulting, Succession Planning, Term Life Insurance, Treasury Services, Trust Services, Variable Annuities, Wealth Preservation...
Education
The American College 2012 — 2015
Master of Science (M.S.), Financial Services
Wake Forest University 1998 — 2002
Bachelor of Science (B.S.), Management Information Systems
Michael H Gross Michael H Gross's Merrill Lynch Experience 2001 - 2003
Job President & Managing Principal Cornerstone Planning Wealth Made Simple
Industry Investment Management
Experience
Cornerstone Corp. August 2011 - Present
Bluegrass Capital Advisors, LLC 2012 - Present
MetLife Securities, Inc. 2003 - 2010
Merrill Lynch 2001 - 2003
National City Bank, NatCity Investments, Inc. 1997 - 2001
American Express Financial Advisors 1995 - 1997
Skills
Asset Allocation, Wealth Management, Financial Planning, Asset Management, Estate Planning, Financial Education, Employee Benefits, Risk Management, Financial Advisory, Strategic Financial..., Asset Managment, Investment Advisory, Investments, Retirement, Portfolio Management, Wealth Management..., Financial Services, Finance, Retirement Planning
Education
The American College 2008 — 2011
Masters of Science, Financial Planning
University of Kentucky 1990 — 1995
Bachelors of Science, Business, Economics, & Family Studies with Emphasis in Financial Planning
Ballard
Cornerstone Corp. August 2011 - Present
Bluegrass Capital Advisors, LLC 2012 - Present
MetLife Securities, Inc. 2003 - 2010
Merrill Lynch 2001 - 2003
National City Bank, NatCity Investments, Inc. 1997 - 2001
American Express Financial Advisors 1995 - 1997
Skills
Asset Allocation, Wealth Management, Financial Planning, Asset Management, Estate Planning, Financial Education, Employee Benefits, Risk Management, Financial Advisory, Strategic Financial..., Asset Managment, Investment Advisory, Investments, Retirement, Portfolio Management, Wealth Management..., Financial Services, Finance, Retirement Planning
Education
The American College 2008 — 2011
Masters of Science, Financial Planning
University of Kentucky 1990 — 1995
Bachelors of Science, Business, Economics, & Family Studies with Emphasis in Financial Planning
Ballard
Scott Blair Scott Blair's Merrill Lynch Experience August 1990 - August 1995
Job Owner at CertaPro Painters
Industry Consumer Services
Experience
CertaPro Painters League City, TX February 2014 - Present
MidAtlantic IRA LLC October 2011 - February 2014
Terminix March 2003 - August 2011
Selling Success August 1995 - March 2001
Merrill Lynch August 1990 - August 1995
E. F. Hutton December 1979 - August 1990
E F Hutton January 1979 - August 1990
Skills
P&L Management, Sales Management, P&L responsibility, P&L, New Business Development, Retirement Planning, Retirement Savings, Real Estate, Real Estate Private..., Private Placements, Venture Financing, Investment Properties, Sales Operations, Sales Management..., Business Networking, Presentation Coaching, Operations Management, P&L Responsibility, Income Statement, Sales Process, Mutual Funds, Investments, Retirement, Investment Strategies, Management, Leadership, Selling, Small Business, Real Estate Investor, Start-ups, Budgets, Sales, Marketing Strategy, Negotiation, Marketing, Contract Negotiation, Team Building, Strategic Planning, Investors, IRAs, Real Estate Financing, Customer Service, Real Estate Transactions, Strategic Financial..., Business Development, Direct Sales, Executive Management, Entrepreneurship, Customer Retention, Alternative Investments
Education
The University of Dallas 1999 — 2000
Organizational Development
Texas Wesleyan University 1975 — 1978
BBA, Marketing/Economics
CertaPro Painters League City, TX February 2014 - Present
MidAtlantic IRA LLC October 2011 - February 2014
Terminix March 2003 - August 2011
Selling Success August 1995 - March 2001
Merrill Lynch August 1990 - August 1995
E. F. Hutton December 1979 - August 1990
E F Hutton January 1979 - August 1990
Skills
P&L Management, Sales Management, P&L responsibility, P&L, New Business Development, Retirement Planning, Retirement Savings, Real Estate, Real Estate Private..., Private Placements, Venture Financing, Investment Properties, Sales Operations, Sales Management..., Business Networking, Presentation Coaching, Operations Management, P&L Responsibility, Income Statement, Sales Process, Mutual Funds, Investments, Retirement, Investment Strategies, Management, Leadership, Selling, Small Business, Real Estate Investor, Start-ups, Budgets, Sales, Marketing Strategy, Negotiation, Marketing, Contract Negotiation, Team Building, Strategic Planning, Investors, IRAs, Real Estate Financing, Customer Service, Real Estate Transactions, Strategic Financial..., Business Development, Direct Sales, Executive Management, Entrepreneurship, Customer Retention, Alternative Investments
Education
The University of Dallas 1999 — 2000
Organizational Development
Texas Wesleyan University 1975 — 1978
BBA, Marketing/Economics
Andrew Milian Grande, LUTCF Andrew Milian Grande, LUTCF's Merrill Lynch Experience 2008 - 2009
Job Agency Principal at Allstate The Milian Agency
Industry Insurance
Experience
Allstate - The Milian Agency March 2014 - Present
Liberty Mutual Insurance January 2010 - January 2014
Miracle Financial, Inc. 2009 - 2009
Merrill Lynch 2008 - 2009
Bear Stearns & Co. 2007 - 2008
Skills
Insurance, Fundraising, Social Media, Strategic Planning, Marketing Strategy, Event Planning, Business Strategy, Coaching, New Business Development, Team Building, Account Management, Problem Solving, Negotiation, Event Management, Social Networking, Public Speaking, Group Benefits, Whole Life, Fixed Annuities, Term Life Insurance, Property & Casualty..., Employee Benefits, Small Business, Life Insurance, Leadership, Strategy, Customer Service, Sales, Business Development, Analysis, Homeowners, Management, Disability Insurance, Financial Services, Marketing, Finance, Liability, Sales Management, Underwriting, Umbrella Insurance, Risk Management, Commercial Insurance, General Insurance, Investments, Retirement Planning, Financial Planning, Long Term Care Insurance, Permanent Life Insurance
Education
University of Massachusetts Dartmouth 2003 — 2007
B.A., Economics
The American College 2012 — 2013
Life Underwriter Training Council Fellowship
Allstate - The Milian Agency March 2014 - Present
Liberty Mutual Insurance January 2010 - January 2014
Miracle Financial, Inc. 2009 - 2009
Merrill Lynch 2008 - 2009
Bear Stearns & Co. 2007 - 2008
Skills
Insurance, Fundraising, Social Media, Strategic Planning, Marketing Strategy, Event Planning, Business Strategy, Coaching, New Business Development, Team Building, Account Management, Problem Solving, Negotiation, Event Management, Social Networking, Public Speaking, Group Benefits, Whole Life, Fixed Annuities, Term Life Insurance, Property & Casualty..., Employee Benefits, Small Business, Life Insurance, Leadership, Strategy, Customer Service, Sales, Business Development, Analysis, Homeowners, Management, Disability Insurance, Financial Services, Marketing, Finance, Liability, Sales Management, Underwriting, Umbrella Insurance, Risk Management, Commercial Insurance, General Insurance, Investments, Retirement Planning, Financial Planning, Long Term Care Insurance, Permanent Life Insurance
Education
University of Massachusetts Dartmouth 2003 — 2007
B.A., Economics
The American College 2012 — 2013
Life Underwriter Training Council Fellowship
Bejaye Ilegbodu Bejaye Ilegbodu's Merrill Lynch Experience June 2009 - January 2010
Job Research Analyst at Comcast Spotlight
Industry Marketing and Advertising
Experience
Comcast Spotlight September 2014 - Present
S.O. Creative May 2013 - July 2014
J.P. Morgan June 2010 - December 2012
Banfield Pet Hospital May 2008 - June 2012
Merrill Lynch June 2009 - January 2010
University of Houston September 2008 - May 2009
Skills
Marketing Strategy, Marketing Communications, Management, Analysis, Microsoft Excel, Business Development, Strategic Planning, Customer Service, Operations Management, Microsoft Office, Microsoft Word, PowerPoint, Sales, Advertising, Scarborough Research, Online Marketing, Market Analysis, Nielsen Data, Social Media, Entrepreneurship, Market Research, Online Marketing..., Social Media Marketing, Media, Digital Media, Outlook, Teamwork, Budgets, Data Entry, Strategy, Facebook, Event Planning, Administration, Public Speaking, Time Management, Leadership, Social Networking, Retail, Metrics Reporting, Consumer Behaviour, Project Management, Email Marketing, Brand Development, Omniture, LoanIQ, Residential Mortgages, Mortgage Banking, Loan Origination, Online Lead Generation, Project Planning
Education
Texas Woman's University 2013 — 2015
Master of Business Administration (MBA), Marketing
University of Houston 2007 — 2011
Bachelor of Business Administration (BBA), Entrepreneurship/Marketing
Comcast Spotlight September 2014 - Present
S.O. Creative May 2013 - July 2014
J.P. Morgan June 2010 - December 2012
Banfield Pet Hospital May 2008 - June 2012
Merrill Lynch June 2009 - January 2010
University of Houston September 2008 - May 2009
Skills
Marketing Strategy, Marketing Communications, Management, Analysis, Microsoft Excel, Business Development, Strategic Planning, Customer Service, Operations Management, Microsoft Office, Microsoft Word, PowerPoint, Sales, Advertising, Scarborough Research, Online Marketing, Market Analysis, Nielsen Data, Social Media, Entrepreneurship, Market Research, Online Marketing..., Social Media Marketing, Media, Digital Media, Outlook, Teamwork, Budgets, Data Entry, Strategy, Facebook, Event Planning, Administration, Public Speaking, Time Management, Leadership, Social Networking, Retail, Metrics Reporting, Consumer Behaviour, Project Management, Email Marketing, Brand Development, Omniture, LoanIQ, Residential Mortgages, Mortgage Banking, Loan Origination, Online Lead Generation, Project Planning
Education
Texas Woman's University 2013 — 2015
Master of Business Administration (MBA), Marketing
University of Houston 2007 — 2011
Bachelor of Business Administration (BBA), Entrepreneurship/Marketing
Lonnie Lane Lonnie Lane's Merrill Lynch Experience January 2011 - March 2012
Job Sr. Territory Business Manager at Animas Corporation
Industry Medical Devices
Experience
Animas Corporation January 2015 - Present
AstraZeneca May 2013 - January 2015
Roche Diagnostics April 2012 - April 2013
Merrill Lynch January 2011 - March 2012
Novartis 2005 - 2010
King Pharmaceuticals September 2001 - December 2004
Skills
Diabetes, Investments, Pharmaceutical Sales, Cardiology, Pharmaceutical Industry, Product Launch, Endocrinology, Sales Effectiveness, Managed Care, Neurology, Urology, Sales Operations, Sales
Education
Texas Tech University 1994 — 1999
Public Relations, Marketing
Animas Corporation January 2015 - Present
AstraZeneca May 2013 - January 2015
Roche Diagnostics April 2012 - April 2013
Merrill Lynch January 2011 - March 2012
Novartis 2005 - 2010
King Pharmaceuticals September 2001 - December 2004
Skills
Diabetes, Investments, Pharmaceutical Sales, Cardiology, Pharmaceutical Industry, Product Launch, Endocrinology, Sales Effectiveness, Managed Care, Neurology, Urology, Sales Operations, Sales
Education
Texas Tech University 1994 — 1999
Public Relations, Marketing
Meghna Marathe Meghna Marathe's Merrill Lynch Experience June 2014 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch January 2014 - Present
Jack Morton Worldwide June 2013 - August 2013
Office of Development and Alumni Relations, GWU School of Law January 2013 - May 2013
Sequent Learning Networks May 2011 - August 2011
Center for a Free Cuba January 2011 - April 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, French, Leadership, Economics, Teamwork, Access, SPSS, Social Networking, Data Analysis, Finance, Financial Analysis, Analysis, Time Management, Public Relations, Nonprofits
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, International Business
American University of Paris 2012 — 2012
Semester-Long Study Abroad Program
Summit High School 2006 — 2010
Diploma, Magna Cum Laude Award
Merrill Lynch June 2014 - Present
Merrill Lynch January 2014 - Present
Jack Morton Worldwide June 2013 - August 2013
Office of Development and Alumni Relations, GWU School of Law January 2013 - May 2013
Sequent Learning Networks May 2011 - August 2011
Center for a Free Cuba January 2011 - April 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, French, Leadership, Economics, Teamwork, Access, SPSS, Social Networking, Data Analysis, Finance, Financial Analysis, Analysis, Time Management, Public Relations, Nonprofits
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, International Business
American University of Paris 2012 — 2012
Semester-Long Study Abroad Program
Summit High School 2006 — 2010
Diploma, Magna Cum Laude Award
Richard A. Yarmey Richard A. Yarmey's Merrill Lynch Experience December 2002 - September 2010
Job Adjunct Professor Management at University of Scranton
Industry Financial Services
Experience
University of Scranton August 2010 - Present
Richard A. Yarmey Financial Consulting 2010 - Present
Merrill Lynch December 2002 - September 2010
PNC Bank - NEPA January 1995 - December 2002
Pierson Semmes Crolius and Finley 1972 - 1989
Skills
Portfolio Management, Financial Analysis, Analysis, Mergers, Strategic Financial..., Investments, Alternative Investments, Program Management, Management, Wealth Management, Risk Management, Retirement Planning, Bloomberg
Education
The Catholic University of America, Columbus School of Law 1970 — 1975
J.D., Law (Corporate, Tax)
University of Scranton 1966 — 1970
BS, Chemistry, Philosophy
University of Scranton August 2010 - Present
Richard A. Yarmey Financial Consulting 2010 - Present
Merrill Lynch December 2002 - September 2010
PNC Bank - NEPA January 1995 - December 2002
Pierson Semmes Crolius and Finley 1972 - 1989
Skills
Portfolio Management, Financial Analysis, Analysis, Mergers, Strategic Financial..., Investments, Alternative Investments, Program Management, Management, Wealth Management, Risk Management, Retirement Planning, Bloomberg
Education
The Catholic University of America, Columbus School of Law 1970 — 1975
J.D., Law (Corporate, Tax)
University of Scranton 1966 — 1970
BS, Chemistry, Philosophy
James B. Murphy, CFA James B. Murphy, CFA's Merrill Lynch Experience January 1997 - September 2006
Job Past President at CFA Society of South Florida
Industry Financial Services
Experience
CFA Society of South Florida July 2008 - Present
BlackRock October 2006 - June 2012
Merrill Lynch January 1997 - September 2006
J.P. Morgan October 1994 - January 1997
SunTrust Bank September 1987 - October 1994
United States Marine Corps June 1982 - August 1985
Skills
Portfolio Management, Asset Allocation, Trust Management, Charitable Trusts, Client Service Oriented, New Business Development, Investment Management
Education
Institute of Chartered Financial Analysts 1987 — 1990
Chartered Financial Analyst (CFA)
University of South Carolina - The Moore School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration
The Citadel 1978 — 1982
Bachelor of Science, Business Administration
CFA Society of South Florida July 2008 - Present
BlackRock October 2006 - June 2012
Merrill Lynch January 1997 - September 2006
J.P. Morgan October 1994 - January 1997
SunTrust Bank September 1987 - October 1994
United States Marine Corps June 1982 - August 1985
Skills
Portfolio Management, Asset Allocation, Trust Management, Charitable Trusts, Client Service Oriented, New Business Development, Investment Management
Education
Institute of Chartered Financial Analysts 1987 — 1990
Chartered Financial Analyst (CFA)
University of South Carolina - The Moore School of Business 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration
The Citadel 1978 — 1982
Bachelor of Science, Business Administration
Jeff White CLU, ChFC, RFP Jeff White CLU, ChFC, RFP's Merrill Lynch Experience April 2005 - December 2006
Job President at Dollars and Sense Management, Inc.
Industry Insurance
Experience
Dollars and Sense Management, Inc. September 2014 - Present
Crump Life Insurance Services February 2011 - Present
Highland Capital Brokerage December 2006 - February 2011
Merrill Lynch April 2005 - December 2006
Wachovia Securities April 2000 - April 2005
Prudential Securities May 1997 - April 2000
Merrill Lynch January 1987 - January 1995
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Universal Life, Term Life Insurance, Long-term Care, Whole Life, Insurance, Series 6, Underwriting, Retirement Planning, Series 63, Series 7, Series 65, Estate Planning, Equity Indexed Annuities, Business Planning, Investment Strategies, Wealth Management
Education
The American College 1976 — 1981
CLU, ChFC, Insurance, Investments
Dollars and Sense Management, Inc. September 2014 - Present
Crump Life Insurance Services February 2011 - Present
Highland Capital Brokerage December 2006 - February 2011
Merrill Lynch April 2005 - December 2006
Wachovia Securities April 2000 - April 2005
Prudential Securities May 1997 - April 2000
Merrill Lynch January 1987 - January 1995
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Universal Life, Term Life Insurance, Long-term Care, Whole Life, Insurance, Series 6, Underwriting, Retirement Planning, Series 63, Series 7, Series 65, Estate Planning, Equity Indexed Annuities, Business Planning, Investment Strategies, Wealth Management
Education
The American College 1976 — 1981
CLU, ChFC, Insurance, Investments
Dean Alzapiedi, Senior Financial Management and Analysis Dean Alzapiedi, Senior Financial Management and Analysis's Merrill Lynch Experience 1995 - 2001
Job Senior IT Financial Analyst at PrimeLending
Industry Financial Services
Experience
PrimeLending March 2014 - Present
Fairway Independent Mortgage Corporation March 2013 - December 2013
Solomon Edwards Group, LLC 2012 - 2013
Deutsche Bank 2007 - 2011
Utilisave LLC 2006 - 2007
Business Model Development 2002 - 2005
Sunterra Financial Services 2001 - 2002
Merrill Lynch 1995 - 2001
Skills
Financial Modeling, Forecasting, Process Improvement, Financial Reporting, Strategic Planning, Income Statement, Consolidation, Balance Sheet, IT Management, Budgeting, General Ledger, P&L, Financial Presentations, International Management, Corporate Governance, Vendor Contracts, Securitization, Allocations, Accruals, Fixed Assets, Rates, Monthly Reporting Cycle, Business Reorganizations, Headcount Analysis, Move Management, Fixed Price Agreements, Proejct Life Cycle, Utilities, Client Relationship..., Sales Agreements, Collections, Documentation, Trade Associations, Financial Planning and..., FP&A, Vendor Management
Education
Texas Tech University - Rawls College of Business
Master of Business Administration (MBA), Finance
PrimeLending March 2014 - Present
Fairway Independent Mortgage Corporation March 2013 - December 2013
Solomon Edwards Group, LLC 2012 - 2013
Deutsche Bank 2007 - 2011
Utilisave LLC 2006 - 2007
Business Model Development 2002 - 2005
Sunterra Financial Services 2001 - 2002
Merrill Lynch 1995 - 2001
Skills
Financial Modeling, Forecasting, Process Improvement, Financial Reporting, Strategic Planning, Income Statement, Consolidation, Balance Sheet, IT Management, Budgeting, General Ledger, P&L, Financial Presentations, International Management, Corporate Governance, Vendor Contracts, Securitization, Allocations, Accruals, Fixed Assets, Rates, Monthly Reporting Cycle, Business Reorganizations, Headcount Analysis, Move Management, Fixed Price Agreements, Proejct Life Cycle, Utilities, Client Relationship..., Sales Agreements, Collections, Documentation, Trade Associations, Financial Planning and..., FP&A, Vendor Management
Education
Texas Tech University - Rawls College of Business
Master of Business Administration (MBA), Finance
Colin Heaney Colin Heaney's Merrill Lynch Experience October 2004 - March 2007
Job Internal Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO February 2011 - Present
Citigroup October 2010 - February 2011
BlackRock October 2007 - October 2010
Merrill Lynch Investment Managers March 2007 - October 2007
Merrill Lynch October 2004 - March 2007
Skills
Mutual Funds, Equities, Alternative Investments, Fixed Income, ETFs, Separately Managed..., Asset Allocation, Investment Strategies, Derivatives, Bonds, Financial Modeling, Asset Management, Investments, Hedge Funds, Wealth Management, Financial Analysis, Bloomberg, FINRA, Series 7, Series 66, Sales Presentations, Financial Services, Relationship Management, Finance, Sales, Investment Advisory, Microsoft Office
Education
The Catholic University of America 1999 — 2003
Bachelor of Arts (B.A.), Business, Financial Management
PIMCO February 2011 - Present
Citigroup October 2010 - February 2011
BlackRock October 2007 - October 2010
Merrill Lynch Investment Managers March 2007 - October 2007
Merrill Lynch October 2004 - March 2007
Skills
Mutual Funds, Equities, Alternative Investments, Fixed Income, ETFs, Separately Managed..., Asset Allocation, Investment Strategies, Derivatives, Bonds, Financial Modeling, Asset Management, Investments, Hedge Funds, Wealth Management, Financial Analysis, Bloomberg, FINRA, Series 7, Series 66, Sales Presentations, Financial Services, Relationship Management, Finance, Sales, Investment Advisory, Microsoft Office
Education
The Catholic University of America 1999 — 2003
Bachelor of Arts (B.A.), Business, Financial Management
Steven M Bonavita Steven M Bonavita's Merrill Lynch Experience January 2003 - October 2005
Job Assistant Vice President, Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments November 2012 - Present
Navy Federal Brokerage Services October 2009 - October 2012
AIG SunAmerica April 2008 - September 2009
SunTrust Investment Services October 2005 - April 2008
Merrill Lynch January 2003 - October 2005
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1999 - January 2001
Education
The Catholic University of America
Politics
PNC Investments November 2012 - Present
Navy Federal Brokerage Services October 2009 - October 2012
AIG SunAmerica April 2008 - September 2009
SunTrust Investment Services October 2005 - April 2008
Merrill Lynch January 2003 - October 2005
Morgan Stanley January 2001 - January 2003
Morgan Stanley January 1999 - January 2001
Education
The Catholic University of America
Politics
Don Addison Don Addison's Merrill Lynch Experience January 1993 - December 1995
Job Institutional Asset Management | Financial Services | Explorant Energy LLC
Industry Capital Markets
Experience
Explorant Energy LLC November 2013 - Present
Quicksilver Asset Management, LLC April 2007 - September 2013
J.M. Huber Corporation November 2005 - March 2007
UBS Wealth Management July 2004 - November 2005
Hydro Quebec Energy Services US December 1998 - February 2003
BTU Brokers, LLP July 1997 - November 1998
TCT Power, Inc January 1996 - July 1997
Merrill Lynch January 1993 - December 1995
Skills
Wealth Management, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Equities, Retirement Planning, Hedge Funds, Uniform Combined State..., Securities, Wealth Management..., Trading, Commodity, Portfolio Management, Asset Management, Private Equity, Due Diligence, Financial Risk, Risk Management, Capital Markets, Finance, Commodity Markets, Investments, Financial Services, Hedging, Financial Analysis, Equity Trading, Trading Strategies, Project Finance, Options, Executive Management, Fixed Income, Management, Derivatives, Financial Modeling, Strategy, Valuation, Financial Markets
Education
Texas Tech University 1987 — 1992
B.A, Political Science
Explorant Energy LLC November 2013 - Present
Quicksilver Asset Management, LLC April 2007 - September 2013
J.M. Huber Corporation November 2005 - March 2007
UBS Wealth Management July 2004 - November 2005
Hydro Quebec Energy Services US December 1998 - February 2003
BTU Brokers, LLP July 1997 - November 1998
TCT Power, Inc January 1996 - July 1997
Merrill Lynch January 1993 - December 1995
Skills
Wealth Management, Series 7, Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Equities, Retirement Planning, Hedge Funds, Uniform Combined State..., Securities, Wealth Management..., Trading, Commodity, Portfolio Management, Asset Management, Private Equity, Due Diligence, Financial Risk, Risk Management, Capital Markets, Finance, Commodity Markets, Investments, Financial Services, Hedging, Financial Analysis, Equity Trading, Trading Strategies, Project Finance, Options, Executive Management, Fixed Income, Management, Derivatives, Financial Modeling, Strategy, Valuation, Financial Markets
Education
Texas Tech University 1987 — 1992
B.A, Political Science
Jennifer Habig Reid, CFP®, CIMA®, CRPC® Jennifer Habig Reid, CFP®, CIMA®, CRPC®'s Merrill Lynch Experience June 1998 - January 2009
Job VicePresident Wealth Management UBS
Industry Investment Management
Experience
UBS January 2009 - Present
Merrill Lynch June 1998 - January 2009
RBC Dominion Securities 1997 - 1998
Les Grands Ballets Canadiens de Montréal 1990 - 1997
The Joffrey Ballet 1984 - 1990
Skills
Certified Financial..., Wealth Management, Financial Advisory, Investments, Certified Investment...
Education
College of Financial Planning
Financial Planning
The American College
Financial Planning
UBS January 2009 - Present
Merrill Lynch June 1998 - January 2009
RBC Dominion Securities 1997 - 1998
Les Grands Ballets Canadiens de Montréal 1990 - 1997
The Joffrey Ballet 1984 - 1990
Skills
Certified Financial..., Wealth Management, Financial Advisory, Investments, Certified Investment...
Education
College of Financial Planning
Financial Planning
The American College
Financial Planning
Nathan Kuhn Nathan Kuhn's Merrill Lynch Experience 2003 - 2006
Job Cattle Operations
Industry Ranching
Experience
Red Raider Cattle LLC December 2010 - Present
TGP Investments, LLC December 2009 - December 2010
LaSalle Bank March 2006 - March 2008
Merrill Lynch 2003 - 2006
Oppenheimer & Co. 2000 - 2003
Skills
Due Diligence, Venture Capital, Mutual Funds, Corporate Finance, Mergers & Acquisitions, Private Equity, Management, Investments, Funding, Equities, Acquisitions, Finance, Strategic Planning, Business Strategy, Capital
Education
Texas Tech University 1997 — 1999
M.B.A.
Texas Tech University 1994 — 1996
B.S., Agricultural Economics
Red Raider Cattle LLC December 2010 - Present
TGP Investments, LLC December 2009 - December 2010
LaSalle Bank March 2006 - March 2008
Merrill Lynch 2003 - 2006
Oppenheimer & Co. 2000 - 2003
Skills
Due Diligence, Venture Capital, Mutual Funds, Corporate Finance, Mergers & Acquisitions, Private Equity, Management, Investments, Funding, Equities, Acquisitions, Finance, Strategic Planning, Business Strategy, Capital
Education
Texas Tech University 1997 — 1999
M.B.A.
Texas Tech University 1994 — 1996
B.S., Agricultural Economics
Mary Theresa Barbuto's Merrill Lynch Experience January 2014 - February 2015
Job U.S. Trust Client Sales and Service Officer II
Industry Marketing and Advertising
Experience
Merrill Lynch January 2014 - February 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
The Catholic University of America 2011 — 2015
BSBA, Business Marketing
Academy of the Holy Cross High School 2007 — 2011
Merrill Lynch January 2014 - February 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
The Catholic University of America 2011 — 2015
BSBA, Business Marketing
Academy of the Holy Cross High School 2007 — 2011
Kaitlin Drennan's Merrill Lynch Experience 2011 - 2011
Job Executive Director of Recruitment at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2012 - Present
Axius Financial 2012 - 2012
Merrill Lynch 2011 - 2011
Skills
Recruiting, Customer Service, Leadership, Social Networking, Cold Calling, Sales, Event Planning, Public Speaking, PowerPoint, Social Media, Account Management, Leadership Development, Social Media Marketing
Education
The American College 2013 — 2016
Chartered Life Underwriter
University of Arkansas at Fayetteville 2007 — 2011
Bachelor's Degree, International Relations
St. Thomas Aquinas High School
Northwestern Mutual September 2012 - Present
Axius Financial 2012 - 2012
Merrill Lynch 2011 - 2011
Skills
Recruiting, Customer Service, Leadership, Social Networking, Cold Calling, Sales, Event Planning, Public Speaking, PowerPoint, Social Media, Account Management, Leadership Development, Social Media Marketing
Education
The American College 2013 — 2016
Chartered Life Underwriter
University of Arkansas at Fayetteville 2007 — 2011
Bachelor's Degree, International Relations
St. Thomas Aquinas High School
Helen Beckschi, M.Sc., CIPP's Merrill Lynch Experience December 1993 - June 1999
Job Vice President at TD
Industry Banking
Experience
TD July 2013 - Present
Ally Financial Inc. March 2011 - 2013
Hewitt Associates 2003 - April 2009
GMAC February 2003 - October 2003
KPMG October 1999 - July 2002
Merrill Lynch December 1993 - June 1999
Prudential Insurance 1987 - 1991
Skills
Fraud, Financial Services, Data Privacy, Enterprise Risk..., HIPAA, Privacy Law, Compliance, Risk Management, Business Continuity, Risk Assessment, Information Security, Vendor Management, Process Improvement, Analysis, Security, Sarbanes-Oxley Act, Strategic Planning, Internal Audit, Program Management, Operational Risk..., Auditing, Outsourcing, Financial Risk, Corporate Governance, Leadership, Banking, Management, Policy, Operational Risk, Finance, Training, Start-ups, Executive Management, Internal Controls, Human Resources, Business Process..., Mergers & Acquisitions, IT Audit, Budgets, Employee Benefits
Education
University of Notre Dame 1984 — 1987
Bachelor of Arts (B.A.)
University College Dublin 1991 — 1992
MSC
The American University in Cairo 1983 — 1984
Cairo American College 1982 — 1984
Notre Dame HIgh School
TD July 2013 - Present
Ally Financial Inc. March 2011 - 2013
Hewitt Associates 2003 - April 2009
GMAC February 2003 - October 2003
KPMG October 1999 - July 2002
Merrill Lynch December 1993 - June 1999
Prudential Insurance 1987 - 1991
Skills
Fraud, Financial Services, Data Privacy, Enterprise Risk..., HIPAA, Privacy Law, Compliance, Risk Management, Business Continuity, Risk Assessment, Information Security, Vendor Management, Process Improvement, Analysis, Security, Sarbanes-Oxley Act, Strategic Planning, Internal Audit, Program Management, Operational Risk..., Auditing, Outsourcing, Financial Risk, Corporate Governance, Leadership, Banking, Management, Policy, Operational Risk, Finance, Training, Start-ups, Executive Management, Internal Controls, Human Resources, Business Process..., Mergers & Acquisitions, IT Audit, Budgets, Employee Benefits
Education
University of Notre Dame 1984 — 1987
Bachelor of Arts (B.A.)
University College Dublin 1991 — 1992
MSC
The American University in Cairo 1983 — 1984
Cairo American College 1982 — 1984
Notre Dame HIgh School
Brian Keegan's Merrill Lynch Experience February 1993 - December 2002
Job
Industry Banking
Experience
JP Morgan February 2003 - December 2014
Merrill Lynch February 1993 - December 2002
Toronto Dominion Securities July 1990 - February 1993
Moody's Investors Service 1987 - 1990
Bank of America 1985 - 1987
Skills
Credit Risk, Banking, Corporate Advisory, Investment Banking, Emerging Markets, Corporate Finance, Insurance, Credit Analysis, Business Strategy, Finance, Fixed Income, Bonds, Financial Advisory, Credit, Capital Markets, Financial Structuring, Bloomberg, Securitization, Structured Finance, Hedge Funds, Risk Management, Financial Modeling, Portfolio Management, Project Finance, Valuation, Financial Institutions, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Alternative Investments, Private Equity, Leveraged Finance, Financial Analysis, Due Diligence, Financial Services, Investments, LBO
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA
University of California, Los Angeles 1979 — 1981
BA
American University of Paris 1977 — 1979
AA
JP Morgan February 2003 - December 2014
Merrill Lynch February 1993 - December 2002
Toronto Dominion Securities July 1990 - February 1993
Moody's Investors Service 1987 - 1990
Bank of America 1985 - 1987
Skills
Credit Risk, Banking, Corporate Advisory, Investment Banking, Emerging Markets, Corporate Finance, Insurance, Credit Analysis, Business Strategy, Finance, Fixed Income, Bonds, Financial Advisory, Credit, Capital Markets, Financial Structuring, Bloomberg, Securitization, Structured Finance, Hedge Funds, Risk Management, Financial Modeling, Portfolio Management, Project Finance, Valuation, Financial Institutions, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Alternative Investments, Private Equity, Leveraged Finance, Financial Analysis, Due Diligence, Financial Services, Investments, LBO
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA
University of California, Los Angeles 1979 — 1981
BA
American University of Paris 1977 — 1979
AA
Walt Parrish's Merrill Lynch Experience May 2004 - February 2009
Job Vice President Fixed Income Sales
Industry Capital Markets
Experience
Regional Broker Dealer May 2009 - Present
Merrill Lynch May 2004 - February 2009
Southwest Securities Inc. 2000 - 2004
Perot Systems January 1999 - January 2000
Education
The University of Texas at Dallas 2000 — 2001
Louisiana State University 1998 — 1999
Texas Tech University 1994 — 1998
Finance
Regional Broker Dealer May 2009 - Present
Merrill Lynch May 2004 - February 2009
Southwest Securities Inc. 2000 - 2004
Perot Systems January 1999 - January 2000
Education
The University of Texas at Dallas 2000 — 2001
Louisiana State University 1998 — 1999
Texas Tech University 1994 — 1998
Finance
Marc Haggar's Merrill Lynch Experience February 2000 - April 2007
Job Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS December 2011 - Present
Morgan Stanley Private Wealth Management April 2007 - December 2011
Merrill Lynch February 2000 - April 2007
Education
Texas Tech University 1992 — 1996
Business, Marketing
UBS December 2011 - Present
Morgan Stanley Private Wealth Management April 2007 - December 2011
Merrill Lynch February 2000 - April 2007
Education
Texas Tech University 1992 — 1996
Business, Marketing
sandeep jassal's Merrill Lynch Experience September 2005 - January 2008
Job Sr Quantitative Finance Analyst
Industry Capital Markets
Experience
Bank Of America Merrill Lynch January 2010 - Present
Bank Of America Merrill Lynch January 2008 - January 2010
Merrill Lynch September 2005 - January 2008
TransMontaigne September 2003 - September 2005
Quark Media House June 1998 - August 2001
Skills
Electronic Trading, Equities, Quantitative Finance, Derivatives, Trading Systems, Equity Derivatives
Education
University Of North Carolina 2007 — 2009
MS, Math Finance
University Of South Carolina 2001 — 2003
MS, Computer Science
Thapar Institute of Engineering and Technology 1995 — 1999
BS, Electronics Engineering
Bank Of America Merrill Lynch January 2010 - Present
Bank Of America Merrill Lynch January 2008 - January 2010
Merrill Lynch September 2005 - January 2008
TransMontaigne September 2003 - September 2005
Quark Media House June 1998 - August 2001
Skills
Electronic Trading, Equities, Quantitative Finance, Derivatives, Trading Systems, Equity Derivatives
Education
University Of North Carolina 2007 — 2009
MS, Math Finance
University Of South Carolina 2001 — 2003
MS, Computer Science
Thapar Institute of Engineering and Technology 1995 — 1999
BS, Electronics Engineering
Patrick Keplinger, MBA's Merrill Lynch Experience February 2015 - Present
Job Financial Solutions Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Edward Jones April 2014 - January 2015
Target June 2012 - 2014
U.S. Marine Corps March 2001 - May 2012
USMC 2001 - May 2012
United States Marine Corps September 2011 - February 2012
United States Marine Corps May 2010 - May 2011
Archi's Acres, Inc. 2010 - 2010
U.S. Marine Corps August 1995 - March 2001
Skills
Series 7, Series 66, Leadership Development, Security Clearance, Military, Command, DoD, Military Operations, Operational Planning, Government, Security, Military Experience, Leadership, National Security, Information Assurance, Army, Intelligence, Training, Top Secret, Security+, CompTIA, Navy, Defense, Logistics, COMSEC, Computer Security, Intelligence Analysis, Force Protection, DIACAP, Military Training, Organizational..., Military Logistics, Team Building, Project Planning, Government Contracting, Combat, Crisis Management, Emergency Management, Active DoD Secret..., Satellite Communications, Vulnerability Assessment, Personnel Management, Personnel Supervision, Strategic Planning, Project Management, Logistics Management, Program Management, Policy, Proposal Writing, Operations Management
Education
The American College
Chartered Financial Consultant
University of Redlands 2007 — 2009
MBA, Masters, Business Administration
University of California, San Diego 1998 — 2000
BA, History
Mendocino College 1996 — 1998
AA, Liberal Arts
Ukiah High 1991 — 1995
Merrill Lynch February 2015 - Present
Edward Jones April 2014 - January 2015
Target June 2012 - 2014
U.S. Marine Corps March 2001 - May 2012
USMC 2001 - May 2012
United States Marine Corps September 2011 - February 2012
United States Marine Corps May 2010 - May 2011
Archi's Acres, Inc. 2010 - 2010
U.S. Marine Corps August 1995 - March 2001
Skills
Series 7, Series 66, Leadership Development, Security Clearance, Military, Command, DoD, Military Operations, Operational Planning, Government, Security, Military Experience, Leadership, National Security, Information Assurance, Army, Intelligence, Training, Top Secret, Security+, CompTIA, Navy, Defense, Logistics, COMSEC, Computer Security, Intelligence Analysis, Force Protection, DIACAP, Military Training, Organizational..., Military Logistics, Team Building, Project Planning, Government Contracting, Combat, Crisis Management, Emergency Management, Active DoD Secret..., Satellite Communications, Vulnerability Assessment, Personnel Management, Personnel Supervision, Strategic Planning, Project Management, Logistics Management, Program Management, Policy, Proposal Writing, Operations Management
Education
The American College
Chartered Financial Consultant
University of Redlands 2007 — 2009
MBA, Masters, Business Administration
University of California, San Diego 1998 — 2000
BA, History
Mendocino College 1996 — 1998
AA, Liberal Arts
Ukiah High 1991 — 1995
Christopher Russo's Merrill Lynch Experience January 2001 - September 2003
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
UBS Financial Services, Inc. August 2008 - July 2014
UBS AG July 2007 - July 2008
UBS Financial Services, Inc. October 2003 - July 2007
Merrill Lynch January 2001 - September 2003
American Express Financial Advisors February 2000 - December 2000
McMaster-Carr July 1997 - January 2000
US Army May 1992 - July 1997
Education
Auburn University, Raymond J. Harbert College of Business 2011 — 2013
Master of Business Administration (MBA)
United States Military Academy at West Point 1988 — 1992
BS, Economics
Bridgewater Raritan HS West
Certified Financial Planner Board of Standards Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
Fidelity Investments July 2014 - Present
UBS Financial Services, Inc. August 2008 - July 2014
UBS AG July 2007 - July 2008
UBS Financial Services, Inc. October 2003 - July 2007
Merrill Lynch January 2001 - September 2003
American Express Financial Advisors February 2000 - December 2000
McMaster-Carr July 1997 - January 2000
US Army May 1992 - July 1997
Education
Auburn University, Raymond J. Harbert College of Business 2011 — 2013
Master of Business Administration (MBA)
United States Military Academy at West Point 1988 — 1992
BS, Economics
Bridgewater Raritan HS West
Certified Financial Planner Board of Standards Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
The American College
ChFC® Chartered Financial Consultant®, CLU® Chartered Life Underwriter®
Abdu Bukres's Merrill Lynch Experience 2005 - 2008
Job Senior Software Engineer at Marquam Group @ SWBC
Industry Information Technology and Services
Experience
Marquam Group February 2015 - Present
Zapproved September 2014 - January 2015
Johnson Controls March 2010 - August 2014
Epiq Systems 2008 - 2010
Merrill Lynch 2005 - 2008
Skills
C#, ASP.NET, .NET, Web Development, Microsoft SQL Server, CSS, Software Design, Web Applications, HTML, Agile Methodologies, Database Design, AJAX, JavaScript, User Interface Design, Databases, IIS, Web Design, ASP.NET AJAX, SQL, Website Development, Object Oriented Design, ASP.NET MVC, Database Administration, WinForms, SEO, Usability Testing, Usability, DotNetNuke, Reports, Design Patterns, Software Documentation, Data Warehousing, User Interface, Query Optimization, Microsoft Technologies, Microsoft Office, Web Analytics, API, Graphic Design, Photoshop, Performance Tuning, KPI Reports, Dashboard Metrics
Education
The American University in Cairo
Marquam Group February 2015 - Present
Zapproved September 2014 - January 2015
Johnson Controls March 2010 - August 2014
Epiq Systems 2008 - 2010
Merrill Lynch 2005 - 2008
Skills
C#, ASP.NET, .NET, Web Development, Microsoft SQL Server, CSS, Software Design, Web Applications, HTML, Agile Methodologies, Database Design, AJAX, JavaScript, User Interface Design, Databases, IIS, Web Design, ASP.NET AJAX, SQL, Website Development, Object Oriented Design, ASP.NET MVC, Database Administration, WinForms, SEO, Usability Testing, Usability, DotNetNuke, Reports, Design Patterns, Software Documentation, Data Warehousing, User Interface, Query Optimization, Microsoft Technologies, Microsoft Office, Web Analytics, API, Graphic Design, Photoshop, Performance Tuning, KPI Reports, Dashboard Metrics
Education
The American University in Cairo
David Rynne's Merrill Lynch Experience 1994 - 1996
Job Business Development at RapidCourt, LLC I help CRA's and Background Screeners improve ROI with Criminal Data
Industry Information Technology and Services
Experience
RapidCourt July 2014 - Present
Rynne Writes June 2013 - July 2015
BMA Securities, Inc. September 2013 - July 2014
ACME Digital June 2013 - June 2014
M. Jennings Partners, LLC June 2009 - May 2013
Redwine & Company, Inc. June 2005 - June 2009
Morgan Stanley 2003 - 2005
Midwood Securities, Inc. 2002 - 2003
Deutsche Bank 1996 - 2002
Merrill Lynch 1994 - 1996
Skills
Background Checks, Business Development, Software Solution Sales, Social Selling, Leadership, Sales, Hedge Funds, Equities, Trading, Financial Advisory, Portfolio Management, Series 63, FINRA, Securities, Mutual Funds, Investment Banking, Finance, Financial Analysis, Derivatives, Bloomberg, Wealth Management, Data Aggregation, Data Acquisition, Business Networking, Management, Writing, Creative Writing, Freelance Writing, Blogging, Social Media, Investments, Strategic Planning, B2B SaaS Sales
Education
The Catholic University of America 1987 — 1991
BA, Philosophy
Ridgewood HS 1985 — 1987
RapidCourt July 2014 - Present
Rynne Writes June 2013 - July 2015
BMA Securities, Inc. September 2013 - July 2014
ACME Digital June 2013 - June 2014
M. Jennings Partners, LLC June 2009 - May 2013
Redwine & Company, Inc. June 2005 - June 2009
Morgan Stanley 2003 - 2005
Midwood Securities, Inc. 2002 - 2003
Deutsche Bank 1996 - 2002
Merrill Lynch 1994 - 1996
Skills
Background Checks, Business Development, Software Solution Sales, Social Selling, Leadership, Sales, Hedge Funds, Equities, Trading, Financial Advisory, Portfolio Management, Series 63, FINRA, Securities, Mutual Funds, Investment Banking, Finance, Financial Analysis, Derivatives, Bloomberg, Wealth Management, Data Aggregation, Data Acquisition, Business Networking, Management, Writing, Creative Writing, Freelance Writing, Blogging, Social Media, Investments, Strategic Planning, B2B SaaS Sales
Education
The Catholic University of America 1987 — 1991
BA, Philosophy
Ridgewood HS 1985 — 1987
April Brunson's Merrill Lynch Experience February 2008 - Present
Job Client associate Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Parker County CSCD May 2006 - February 2008
Skills
Customer Service, Leadership, Banking, Management, Public Speaking, Strategic Planning, Team Building
Education
Texas Woman's University 2005 — 2006
Northern Oklahoma College 2002 — 2004
Associate of Arts and Sciences (A.A.S.)
West Texas A&M University 1998 — 2000
Ponder High School 1994 — 1998
Merrill Lynch February 2008 - Present
Parker County CSCD May 2006 - February 2008
Skills
Customer Service, Leadership, Banking, Management, Public Speaking, Strategic Planning, Team Building
Education
Texas Woman's University 2005 — 2006
Northern Oklahoma College 2002 — 2004
Associate of Arts and Sciences (A.A.S.)
West Texas A&M University 1998 — 2000
Ponder High School 1994 — 1998
Arvind Sodhi's Merrill Lynch Experience 2009 - 2011
Job MD at Teach For America
Industry Computer Software
Experience
Teach For America 2013 - Present
TIAA-CREF 2011 - 2013
Merrill Lynch 2009 - 2011
B. I. Enterprises, LLC 2006 - 2009
NJM Insurance Group 2006 - 2006
Munich Reinsurance America 2002 - 2006
Campbell Soup Company 2002 - 2002
JPMorgan Chase 2002 - 2002
Dataspace / Blue Cross of Kansas City 2001 - 2002
Metamor Enterprise Solutions/ Cummins Engine Company 1996 - 2001
Education
The University of Texas at Austin
MS, Engineering
Thapar Institute of Engineering and Technology
B.E., Engineering
Teach For America 2013 - Present
TIAA-CREF 2011 - 2013
Merrill Lynch 2009 - 2011
B. I. Enterprises, LLC 2006 - 2009
NJM Insurance Group 2006 - 2006
Munich Reinsurance America 2002 - 2006
Campbell Soup Company 2002 - 2002
JPMorgan Chase 2002 - 2002
Dataspace / Blue Cross of Kansas City 2001 - 2002
Metamor Enterprise Solutions/ Cummins Engine Company 1996 - 2001
Education
The University of Texas at Austin
MS, Engineering
Thapar Institute of Engineering and Technology
B.E., Engineering
Brandon Ratzlaff, CFP®, AIF®'s Merrill Lynch Experience 2004 - 2005
Job Private Wealth Advisor
Industry Investment Management
Experience
Carter Financial Management 2006 - Present
Raymond James Financial Inc. 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Retirement Planning, Asset Allocation, Estate Planning, High Net Worth..., Financial Planning, Investment Strategies, Alternative Investments, Private Wealth...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
MBA
Texas Tech University - Rawls College of Business 2002 — 2003
M.Sc.
Texas Tech University - Rawls College of Business 1997 — 2002
BBA
Carter Financial Management 2006 - Present
Raymond James Financial Inc. 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Retirement Planning, Asset Allocation, Estate Planning, High Net Worth..., Financial Planning, Investment Strategies, Alternative Investments, Private Wealth...
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
MBA
Texas Tech University - Rawls College of Business 2002 — 2003
M.Sc.
Texas Tech University - Rawls College of Business 1997 — 2002
BBA
Quentin Anderson, MBA, CIMA's Merrill Lynch Experience 1991 - 1995
Job Senior Vice President at Calvert Investments
Industry Investment Management
Experience
Calvert Investments January 2015 - Present
FNEX May 2014 - December 2014
Eagle Asset Management 2005 - September 2013
Dreyfus 2004 - 2005
Evergreen Investments 2000 - 2004
SunAmerica 1995 - 2000
Merrill Lynch 1991 - 1995
European Basketball Leagues November 1986 - June 1991
National Basketball Association June 1985 - November 1986
Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA
California State University-Long Beach - College of Business Administration 1989 — 1991
MBA
University of Alabama 1985 — 1987
BS/BA, Finance/Political Science
Texas Tech University 1981 — 1985
Finance/Political Science
Calvert Investments January 2015 - Present
FNEX May 2014 - December 2014
Eagle Asset Management 2005 - September 2013
Dreyfus 2004 - 2005
Evergreen Investments 2000 - 2004
SunAmerica 1995 - 2000
Merrill Lynch 1991 - 1995
European Basketball Leagues November 1986 - June 1991
National Basketball Association June 1985 - November 1986
Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65
Education
University of Pennsylvania - The Wharton School 2006 — 2007
CIMA
California State University-Long Beach - College of Business Administration 1989 — 1991
MBA
University of Alabama 1985 — 1987
BS/BA, Finance/Political Science
Texas Tech University 1981 — 1985
Finance/Political Science
David Wainscott, CIMA® CFP®'s Merrill Lynch Experience August 2004 - January 2009
Job Vice President of Investments at Ameriprise Financial Advisors
Industry Financial Services
Experience
Self - Employed September 2012 - Present
Ameriprise Financial Advisors January 2009 - August 2012
Merrill Lynch August 2004 - January 2009
Morgan Stanley March 1998 - August 2004
Skills
Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Securities, Alternative Investments, Estate Planning, FINRA, Life Insurance, Risk Management, Trading, Finance, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Financial Risk, Financial Services, Series 63, Strategic Financial..., Asset Management, Financial Advisory, Retirement, Financial Planning
Education
University of Pennsylvania - The Wharton School (CA) 2006 — 2006
Certified Investment Management Analyst, Finance
The American College 2003 — 2003
CERTIFIED FINANCIAL PLANNER™
University of Houston, C.T. Bauer College of Business 1991 — 1995
BBA, Marketing
Self - Employed September 2012 - Present
Ameriprise Financial Advisors January 2009 - August 2012
Merrill Lynch August 2004 - January 2009
Morgan Stanley March 1998 - August 2004
Skills
Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Investment Advisory, Securities, Alternative Investments, Estate Planning, FINRA, Life Insurance, Risk Management, Trading, Finance, Asset Allocation, Mutual Funds, Mergers & Acquisitions, Financial Risk, Financial Services, Series 63, Strategic Financial..., Asset Management, Financial Advisory, Retirement, Financial Planning
Education
University of Pennsylvania - The Wharton School (CA) 2006 — 2006
Certified Investment Management Analyst, Finance
The American College 2003 — 2003
CERTIFIED FINANCIAL PLANNER™
University of Houston, C.T. Bauer College of Business 1991 — 1995
BBA, Marketing
Patty Donahue's Merrill Lynch Experience 1999 - 2000
Job at BTG Pactual
Industry Financial Services
Experience
BTG Pactual (Formerly part of UBS) November 2009 - Present
TPG Search & Link Global Solutions March 2007 - November 2009
UBS 2002 - 2007
JP Morgan Chase (Formerley Hambrecht & Quist) 2000 - 2002
Merrill lynch 1999 - 2000
Hambrecht & Quist January 1995 - March 1999
Education
Greenwich Catholic
The Catholic University of America
Bachelors
BTG Pactual (Formerly part of UBS) November 2009 - Present
TPG Search & Link Global Solutions March 2007 - November 2009
UBS 2002 - 2007
JP Morgan Chase (Formerley Hambrecht & Quist) 2000 - 2002
Merrill lynch 1999 - 2000
Hambrecht & Quist January 1995 - March 1999
Education
Greenwich Catholic
The Catholic University of America
Bachelors
Courtney Campbell's Merrill Lynch Experience June 2010 - Present
Job Director in Synthetic Products and Securities Lending at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
UBS Investment Bank July 2007 - June 2011
Credit Suisse December 2001 - July 2007
Pershing July 2000 - December 2001
Skills
Prime Brokerage, Securities Lending, Swaps, Equities, Hedge Funds, Equity Derivatives, Series 7, Series 63
Education
The Catholic University of America 1996 — 2000
BA, Finance
Merrill Lynch June 2010 - Present
UBS Investment Bank July 2007 - June 2011
Credit Suisse December 2001 - July 2007
Pershing July 2000 - December 2001
Skills
Prime Brokerage, Securities Lending, Swaps, Equities, Hedge Funds, Equity Derivatives, Series 7, Series 63
Education
The Catholic University of America 1996 — 2000
BA, Finance
Katherine (Silva) Fortier's Merrill Lynch Experience March 1996 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch March 1996 - Present
Bank of America Merrill Lynch March 1996 - Present
First Union National Bank October 1989 - March 1996
Skills
Banking, Management, Financial Services, Derivatives
Education
The Catholic University of America 1984 — 1987
BA, Finance/Accounting
Merrill Lynch March 1996 - Present
Bank of America Merrill Lynch March 1996 - Present
First Union National Bank October 1989 - March 1996
Skills
Banking, Management, Financial Services, Derivatives
Education
The Catholic University of America 1984 — 1987
BA, Finance/Accounting
Patricia Donatiello's Merrill Lynch Experience August 2001 - March 2003
Job tasting associate at C Donatiello Winery
Industry Wine and Spirits
Experience
C Donatiello Winery international equity traderCazenoveDecember 2003 - April 2008
Merrill Lynch August 2001 - March 2003
Skills
Wine, Event Planning, Hedge Funds, Strategy, Equities, Marketing Strategy, Investment Banking, Equity Trading, Trading, Public Relations, Sales Management, Marketing, Capital Markets, Social Media
Education
The Catholic University of America 1988 — 1992
ba, politics
C Donatiello Winery international equity traderCazenoveDecember 2003 - April 2008
Merrill Lynch August 2001 - March 2003
Skills
Wine, Event Planning, Hedge Funds, Strategy, Equities, Marketing Strategy, Investment Banking, Equity Trading, Trading, Public Relations, Sales Management, Marketing, Capital Markets, Social Media
Education
The Catholic University of America 1988 — 1992
ba, politics
Frederick Burnett's Merrill Lynch Experience August 1983 - August 1986
Job Treasury Operations Manager at University of Houston
Industry Financial Services
Experience
University of Houston June 2014 - Present
VALIC Financial Advisors October 2011 - June 2014
Spherion September 2009 - April 2011
Amegy Bank July 2007 - September 2008
JP Morgan Chase June 2002 - March 2007
JP Morgan Chase September 1994 - June 2002
Texas Commerce Bank June 1988 - August 1994
RepublicBank Dallas, NA December 1986 - June 1988
Merrill Lynch August 1983 - August 1986
Skills
Access, Investments, Financial Analysis, Financial Services, Accounts Receivable, Accounting, Auditing, Cash Management, Finance, Banking, Analysis, Accounts Payable, Securities, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Portfolio Management, Management
Education
Texas Tech University 1978 — 1982
Bachelor of Business Administration, Finance & Management
University of Houston June 2014 - Present
VALIC Financial Advisors October 2011 - June 2014
Spherion September 2009 - April 2011
Amegy Bank July 2007 - September 2008
JP Morgan Chase June 2002 - March 2007
JP Morgan Chase September 1994 - June 2002
Texas Commerce Bank June 1988 - August 1994
RepublicBank Dallas, NA December 1986 - June 1988
Merrill Lynch August 1983 - August 1986
Skills
Access, Investments, Financial Analysis, Financial Services, Accounts Receivable, Accounting, Auditing, Cash Management, Finance, Banking, Analysis, Accounts Payable, Securities, Financial Reporting, Sarbanes-Oxley Act, Risk Management, Portfolio Management, Management
Education
Texas Tech University 1978 — 1982
Bachelor of Business Administration, Finance & Management
John J. Watson's Merrill Lynch Experience January 1997 - February 2001
Job Wealth Market Leader at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management January 2014 - Present
The Wells Fargo Private Bank April 2003 - December 2013
Fleet Bank January 2001 - April 2003
Merrill Lynch January 1997 - February 2001
Skills
Wealth Management, Retirement Planning, Private Banking, Estate Planning, Financial Planning, Wealth, Strategic Financial..., Series 7, Investments
Education
The American College
MSFS- Master of Science in Financial Services
TD Wealth Management January 2014 - Present
The Wells Fargo Private Bank April 2003 - December 2013
Fleet Bank January 2001 - April 2003
Merrill Lynch January 1997 - February 2001
Skills
Wealth Management, Retirement Planning, Private Banking, Estate Planning, Financial Planning, Wealth, Strategic Financial..., Series 7, Investments
Education
The American College
MSFS- Master of Science in Financial Services
Daniel Itano's Merrill Lynch Experience 1997 - Present
Job Quantitative Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 1997 - Present
Education
Texas Tech University 1995 — 1997
Bachelors of Science, Economics
Merrill Lynch 1997 - Present
Education
Texas Tech University 1995 — 1997
Bachelors of Science, Economics
Anuradha Menon's Merrill Lynch Experience August 2006 - Present
Job Programmer Analyst
Industry Computer Software
Experience
Merrill Lynch August 2006 - Present
Merck November 2005 - August 2006
LexisNexis Martindale-Hubbell April 2004 - November 2005
HCL Technologies 2003 - 2005
CMC LTD 2001 - 2003
Education
Thapar Institute of Engineering and Technology 1997 — 2001
BE, Electrical
Merrill Lynch August 2006 - Present
Merck November 2005 - August 2006
LexisNexis Martindale-Hubbell April 2004 - November 2005
HCL Technologies 2003 - 2005
CMC LTD 2001 - 2003
Education
Thapar Institute of Engineering and Technology 1997 — 2001
BE, Electrical
Regina Guinn's Merrill Lynch Experience 1993 - 1994
Job Business Initiatives Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo 2013 - June 2014
Wells Fargo 2010 - 2013
CoolTrade April 2009 - December 2009
Charles Schwab 2007 - 2009
Charles Schwab 1995 - 2007
Merrill Lynch 1993 - 1994
Skills
Process Improvement, Gap Analysis, Six Sigma, Cycle Time Reduction, Value Stream, SIPOC, Project Facilitation, Leading Cross..., Detailed Planning, System Enhancements, Performance Metrics, Root Cause Analysis, Metrics, KPI, Dashboard, SDLC, Business Process, Business Requirements, User Acceptance Testing, Business Process..., Process Mapping, Business Analysis, Process Engineering, Requirements Analysis, Process Development, Business Process Design, Requirements Gathering, Key Performance..., Business Process Mapping, Process Simulation, Project Management, Risk Management, Software Project..., Cross-functional Team..., Requirements Management, Management, Project Planning, Enterprise Software, Agile Methodologies, Plannning, Value Stream Mapping, Billing Systems
Education
The Catholic University of America
Mechanical Engineering
Wells Fargo June 2014 - Present
Wells Fargo 2013 - June 2014
Wells Fargo 2010 - 2013
CoolTrade April 2009 - December 2009
Charles Schwab 2007 - 2009
Charles Schwab 1995 - 2007
Merrill Lynch 1993 - 1994
Skills
Process Improvement, Gap Analysis, Six Sigma, Cycle Time Reduction, Value Stream, SIPOC, Project Facilitation, Leading Cross..., Detailed Planning, System Enhancements, Performance Metrics, Root Cause Analysis, Metrics, KPI, Dashboard, SDLC, Business Process, Business Requirements, User Acceptance Testing, Business Process..., Process Mapping, Business Analysis, Process Engineering, Requirements Analysis, Process Development, Business Process Design, Requirements Gathering, Key Performance..., Business Process Mapping, Process Simulation, Project Management, Risk Management, Software Project..., Cross-functional Team..., Requirements Management, Management, Project Planning, Enterprise Software, Agile Methodologies, Plannning, Value Stream Mapping, Billing Systems
Education
The Catholic University of America
Mechanical Engineering
Scott Greenlee's Merrill Lynch Experience September 2009 - January 2011
Job Relationship Manager at Retirement Advisors of America
Industry Financial Services
Experience
Retirement Advisors of America April 2013 - Present
Fidelity Investments June 2012 - April 2013
Fidelity Investments September 2011 - June 2012
Fidelity Investments January 2011 - September 2011
Merrill Lynch September 2009 - January 2011
Fidelity Investments May 1998 - February 2009
Fidelity Investments December 1995 - April 1998
Fidelity Investments 1991 - 1994
Fidelity Investments 1988 - 1990
Fidelity Investments December 1986 - 1988
Education
Texas Tech University - Rawls College of Business 1984 — 1986
Finance, Finance-Real Estate
Mac Arthur High School 1978 — 1981
Retirement Advisors of America April 2013 - Present
Fidelity Investments June 2012 - April 2013
Fidelity Investments September 2011 - June 2012
Fidelity Investments January 2011 - September 2011
Merrill Lynch September 2009 - January 2011
Fidelity Investments May 1998 - February 2009
Fidelity Investments December 1995 - April 1998
Fidelity Investments 1991 - 1994
Fidelity Investments 1988 - 1990
Fidelity Investments December 1986 - 1988
Education
Texas Tech University - Rawls College of Business 1984 — 1986
Finance, Finance-Real Estate
Mac Arthur High School 1978 — 1981
John Minter's Merrill Lynch Experience 1997 - 2008
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2009 - Present
Merrill Lynch 1997 - 2008
Commercial Finance Company 1994 - 1997
First Interstate Bank 1987 - 1994
Skills
Leadership, Strategic Planning, Business Development, Investments, Marketing Strategy, Public Speaking, Executive Coaching, Financial Modeling, Banking, Series 63, Series 7, Leadership Development, Investment Management, Securities, Asset Management, Corporate Finance
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan 2009 - Present
Merrill Lynch 1997 - 2008
Commercial Finance Company 1994 - 1997
First Interstate Bank 1987 - 1994
Skills
Leadership, Strategic Planning, Business Development, Investments, Marketing Strategy, Public Speaking, Executive Coaching, Financial Modeling, Banking, Series 63, Series 7, Leadership Development, Investment Management, Securities, Asset Management, Corporate Finance
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Bob Krehley's Merrill Lynch Experience 1978 - 1989
Job CEO at Robert P Krehley Associates
Industry Investment Management
Experience
Robert P Krehley Associates 1966 - Present
Merrill Lynch 1978 - 1989
Skills
Investments, Asset Management, Portfolio Management, Equities, Finance, Financial Services, Financial Analysis, Management Consulting, Start-ups, Loans, Retail Banking, Banking, Relationship Management, Hedge Funds, Securities, Management, Strategic Planning
Education
Thomas Edison State College 1973 — 1975
BS
The American College 1967 — 1968
Chartered Life Underwriter
Robert P Krehley Associates 1966 - Present
Merrill Lynch 1978 - 1989
Skills
Investments, Asset Management, Portfolio Management, Equities, Finance, Financial Services, Financial Analysis, Management Consulting, Start-ups, Loans, Retail Banking, Banking, Relationship Management, Hedge Funds, Securities, Management, Strategic Planning
Education
Thomas Edison State College 1973 — 1975
BS
The American College 1967 — 1968
Chartered Life Underwriter
Jonathan Guidon CLU ChFC's Merrill Lynch Experience August 1990 - July 1993
Job LIfe Sales & IT Manager
Industry Insurance
Experience
Brosky Insurance Agency Inc. July 1993 - Present
Merrill Lynch August 1990 - July 1993
Education
The American College
CLU & ChFC, Estate Planning
Brosky Insurance Agency Inc. July 1993 - Present
Merrill Lynch August 1990 - July 1993
Education
The American College
CLU & ChFC, Estate Planning
Matt Bottegal's Merrill Lynch Experience March 2008 - November 2008
Job Operations
Industry Financial Services
Experience
Closeline, LLC November 2009 - March 2011
Merrill Lynch March 2008 - November 2008
Nelnet May 2007 - August 2007
Skills
Recruiting, Microsoft Office, Management, Research, Leadership
Education
The Catholic University of America 2004 — 2009
Sociology, Pre-Law
Closeline, LLC November 2009 - March 2011
Merrill Lynch March 2008 - November 2008
Nelnet May 2007 - August 2007
Skills
Recruiting, Microsoft Office, Management, Research, Leadership
Education
The Catholic University of America 2004 — 2009
Sociology, Pre-Law
Stacy K. Cardenas, CEBS, CLU, CLTC's Merrill Lynch Experience 1985 - 1986
Job Disability/LTC Product Specialist at The Buchholz Planning Corporation
Industry Insurance
Experience
The Buchholz Planning Corporation 2001 - Present
MassMutual Financial Group 1995 - 2000
Joseph Lakota & Associates 1993 - 1995
Wells Fargo 1988 - 1990
Larry Gordon Agency 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Pennsylvania - The Wharton School
CEBS Designation
The American College
CLU designation
The Buchholz Planning Corporation 2001 - Present
MassMutual Financial Group 1995 - 2000
Joseph Lakota & Associates 1993 - 1995
Wells Fargo 1988 - 1990
Larry Gordon Agency 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Pennsylvania - The Wharton School
CEBS Designation
The American College
CLU designation
Joseph Lincourt's Merrill Lynch Experience 1980 - 1985
Job Sales Manager at The Home Depot At Home Services
Industry Building Materials
Experience
The Home Depot At Home Services February 2010 - Present
Architectural Glazing Technologies 2009 - 2009
York Manufacturing 2006 - 2008
York Manufacturing 2002 - 2006
Merrill Lynch 1980 - 1985
Education
The Catholic University of America
BME, Mechanical Engineering
The Home Depot At Home Services February 2010 - Present
Architectural Glazing Technologies 2009 - 2009
York Manufacturing 2006 - 2008
York Manufacturing 2002 - 2006
Merrill Lynch 1980 - 1985
Education
The Catholic University of America
BME, Mechanical Engineering
R David Canaday's Merrill Lynch Experience January 1980 - December 1989
Job Planning in the areas of Estate, Business and Insurance planning, with professionals and their key clients;
Industry Financial Services
Experience
Time Financial/Crump/BB&T February 2013 - Present
Morgan Stanley Wealth Management January 1991 - February 2013
Merrill Lynch January 1980 - December 1989
Skills
Wealth Management, Retirement Planning, Wealth Management..., Mutual Funds, Asset Allocation, Investments, Fixed Annuities, Series 7, Financial Planners, Financial Services, Alternative Investments, Retirement, Asset Management, Estate Planning, Business Planning
Education
The American College 2004 — 2007
Masters of Science in Financial Services, MSFS®,, Planning, Finance, Banking, Insurance Taxation
The American College 1997 — 1999
Chartered Financial Consultant , ChFC®,, Financial Planning and Services
The American College 1995 — 1998
Chartered Life Underwritter, CLU®,, Insurance Planning and Services
The American College 1975 — 1977
Life Underwriting Training Councel Fellow, LUTCF®,, Insurance Planning and Services
Time Financial/Crump/BB&T February 2013 - Present
Morgan Stanley Wealth Management January 1991 - February 2013
Merrill Lynch January 1980 - December 1989
Skills
Wealth Management, Retirement Planning, Wealth Management..., Mutual Funds, Asset Allocation, Investments, Fixed Annuities, Series 7, Financial Planners, Financial Services, Alternative Investments, Retirement, Asset Management, Estate Planning, Business Planning
Education
The American College 2004 — 2007
Masters of Science in Financial Services, MSFS®,, Planning, Finance, Banking, Insurance Taxation
The American College 1997 — 1999
Chartered Financial Consultant , ChFC®,, Financial Planning and Services
The American College 1995 — 1998
Chartered Life Underwritter, CLU®,, Insurance Planning and Services
The American College 1975 — 1977
Life Underwriting Training Councel Fellow, LUTCF®,, Insurance Planning and Services
Gary R Komarek's Merrill Lynch Experience September 1987 - January 2000
Job President at North Shore Asset Management and Tax Adv. Inc.
Industry Financial Services
Experience
North Shore Asset Management and Tax Adv. Inc. January 2006 - Present
Charter One Securities 2003 - 2005
Allmerica Financial 2001 - 2003
Merrill Lynch September 1987 - January 2000
Skills
401k plans, 401k rollovers, 457 Plans, 457 plan rollovers, income from 401k and..., Roth IRA, IRAs, Estate Planning, Fixed Annuities, Variable Annuities, Indexed Annuities, Irrevocable Life..., Permanent Life Insurance, Term Life Insurance, Variable Life, Equity Indexed Annuities, Equity indexed life..., Managed Money, Survivoship Life..., Income, Rollovers, 401k Rollovers, inflation-indexed bond, 401k, Financial Planners, Financial Planning
Education
The American College 1979 — 1984
CLU, ChFC, Insurance, Investments, Taxation, Planning Considerations
Westminster College (MO) 1970 — 1974
Bachelor of Arts (B.A.), Economics and Business Administration
North Shore Asset Management and Tax Adv. Inc. January 2006 - Present
Charter One Securities 2003 - 2005
Allmerica Financial 2001 - 2003
Merrill Lynch September 1987 - January 2000
Skills
401k plans, 401k rollovers, 457 Plans, 457 plan rollovers, income from 401k and..., Roth IRA, IRAs, Estate Planning, Fixed Annuities, Variable Annuities, Indexed Annuities, Irrevocable Life..., Permanent Life Insurance, Term Life Insurance, Variable Life, Equity Indexed Annuities, Equity indexed life..., Managed Money, Survivoship Life..., Income, Rollovers, 401k Rollovers, inflation-indexed bond, 401k, Financial Planners, Financial Planning
Education
The American College 1979 — 1984
CLU, ChFC, Insurance, Investments, Taxation, Planning Considerations
Westminster College (MO) 1970 — 1974
Bachelor of Arts (B.A.), Economics and Business Administration
Joel Fuhrmann's Merrill Lynch Experience January 2000 - January 2007
Job Franchisee at Aussie Pet Mobile, Jacksonville FL
Industry Consumer Services
Experience
Aussie Pet Mobile May 2010 - January 2014
Bank of America / Merrill Lynch March 2007 - March 2010
Merrill Lynch January 2000 - January 2007
Merrill Lynch January 1999 - January 2000
Merrilll Lynch January 1992 - January 1999
General Electric 1988 - 1991
Skills
Automation, SQL, Windows, Shell Scripting, Software Documentation, Database Administration, VBScript, Testing, C++, Networking, Linux, XML, C, Perl, Programming, ITIL, Databases
Education
Texas Tech University 1976 — 1980
BSEE, Electrical Engineering
Texas Tech University
BSEE
Aussie Pet Mobile May 2010 - January 2014
Bank of America / Merrill Lynch March 2007 - March 2010
Merrill Lynch January 2000 - January 2007
Merrill Lynch January 1999 - January 2000
Merrilll Lynch January 1992 - January 1999
General Electric 1988 - 1991
Skills
Automation, SQL, Windows, Shell Scripting, Software Documentation, Database Administration, VBScript, Testing, C++, Networking, Linux, XML, C, Perl, Programming, ITIL, Databases
Education
Texas Tech University 1976 — 1980
BSEE, Electrical Engineering
Texas Tech University
BSEE
Sean Scruggs's Merrill Lynch Experience May 1999 - July 2010
Job Financial Representative
Industry Financial Services
Experience
Thrivent Financial for Lutherans July 2010 - Present
Merrill Lynch May 1999 - July 2010
Education
Texas Tech University 1997 — 1999
BBA, Finance
Thrivent Financial for Lutherans July 2010 - Present
Merrill Lynch May 1999 - July 2010
Education
Texas Tech University 1997 — 1999
BBA, Finance
Thanos Papavasiliou, PT, DPT's Merrill Lynch Experience December 2005 - June 2007
Job Sports Physical Therapy Resident at Memorial Hermann Health System
Industry Hospital & Health Care
Experience
Memorial Hermann Ironman Sports Medicine Institute August 2015 - Present
Braes Hill Shell September 2010 - July 2012
Fidelity Investments June 2007 - August 2010
Merrill Lynch December 2005 - June 2007
Education
Texas Woman's University 2012 — 2015
Doctor of Physical Therapy (D.P.T.), Physical Therapy/Therapist
University of Houston 2001 — 2005
Business, Finance
Memorial Hermann Ironman Sports Medicine Institute August 2015 - Present
Braes Hill Shell September 2010 - July 2012
Fidelity Investments June 2007 - August 2010
Merrill Lynch December 2005 - June 2007
Education
Texas Woman's University 2012 — 2015
Doctor of Physical Therapy (D.P.T.), Physical Therapy/Therapist
University of Houston 2001 — 2005
Business, Finance
JameQuinlon (JQ) McGill's Merrill Lynch Experience July 2014 - Present
Job Bank of America (Merrill Lynch)
Industry Investment Management
Experience
Merrill Lynch July 2014 - Present
JPMorgan Chase & Co. October 2010 - April 2013
GMAC Mortgage December 2007 - March 2010
Skills
Loans, Loss Mitigation, Strategic Financial..., Wealth Management, Financial Advisory, Retirement Planning, Financial Planners, Customer Service, Financial Analysis, Strategic Planning, PowerPoint, Finance, Microsoft Office, Microsoft Excel, Investments, Risk Management, Financial Services, High Net Worth..., Wealth
Education
Texas Tech University 2005 — 2007
BS
Merrill Lynch July 2014 - Present
JPMorgan Chase & Co. October 2010 - April 2013
GMAC Mortgage December 2007 - March 2010
Skills
Loans, Loss Mitigation, Strategic Financial..., Wealth Management, Financial Advisory, Retirement Planning, Financial Planners, Customer Service, Financial Analysis, Strategic Planning, PowerPoint, Finance, Microsoft Office, Microsoft Excel, Investments, Risk Management, Financial Services, High Net Worth..., Wealth
Education
Texas Tech University 2005 — 2007
BS
Keith Nixon's Merrill Lynch Experience
Job
Industry Financial Services
Experience
Merrill Lynch
Skills
Public Speaking, Project Management, Strategic Planning, Equities, Team Building, Portfolio Management, Customer Satisfaction
Education
Texas Tech University 1980 — 1984
BS Economics, Economics and Finance
USA shooting
Merrill Lynch
Skills
Public Speaking, Project Management, Strategic Planning, Equities, Team Building, Portfolio Management, Customer Satisfaction
Education
Texas Tech University 1980 — 1984
BS Economics, Economics and Finance
USA shooting
Jayna Maynard, MBA's Merrill Lynch Experience September 2010 - Present
Job Associate Vice President, Instructor II at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch September 2010 - Present
Genworth Financial January 2005 - September 2010
Charles Schwab & Co., Inc July 2000 - January 2005
Prudential Securities, Inc October 1999 - June 2000
Skills
Mutual Funds, Trading, Uniform Combined State..., Series 7, Series 63, Series 65, Series 6, Series 24, Wealth Management, Fixed Annuities, Retirement Planning, 401k, Finance, Investments, Financial Services, FINRA, Management, Securities, Investment Advisory, Financial Advisory, Asset Allocation, Alternative Investments
Education
University of West Florida 1997 — 1999
Master, Business Administration
Texas Tech University 1985 — 1986
Bachelor, Business Administration
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch September 2010 - Present
Genworth Financial January 2005 - September 2010
Charles Schwab & Co., Inc July 2000 - January 2005
Prudential Securities, Inc October 1999 - June 2000
Skills
Mutual Funds, Trading, Uniform Combined State..., Series 7, Series 63, Series 65, Series 6, Series 24, Wealth Management, Fixed Annuities, Retirement Planning, 401k, Finance, Investments, Financial Services, FINRA, Management, Securities, Investment Advisory, Financial Advisory, Asset Allocation, Alternative Investments
Education
University of West Florida 1997 — 1999
Master, Business Administration
Texas Tech University 1985 — 1986
Bachelor, Business Administration
Sarah McIlroy's Merrill Lynch Experience May 2007 - August 2007
Job Staff Accountant
Industry Accounting
Experience
AECOM (pka URS) April 2012 - Present
Gen-Tech, Inc. May 2011 - December 2011
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Excel, JDE Enterprise One, General Ledger, Microsoft Office, QuickBooks, Accounts Payable, Payroll, Peachtree, Microsoft Word, PowerPoint, GAAP, Finance, TxMas, Financial Analysis, Financial Reporting, Financial Accounting, SEC filings, US GAAP, Financial Statements, Spanish, Outlook, Accounts Receivable, Social Networking, Teamwork, Account Reconciliation
Education
Texas Tech University - Rawls College of Business 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
AECOM (pka URS) April 2012 - Present
Gen-Tech, Inc. May 2011 - December 2011
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Excel, JDE Enterprise One, General Ledger, Microsoft Office, QuickBooks, Accounts Payable, Payroll, Peachtree, Microsoft Word, PowerPoint, GAAP, Finance, TxMas, Financial Analysis, Financial Reporting, Financial Accounting, SEC filings, US GAAP, Financial Statements, Spanish, Outlook, Accounts Receivable, Social Networking, Teamwork, Account Reconciliation
Education
Texas Tech University - Rawls College of Business 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
David R. Martin's Merrill Lynch Experience January 2006 - August 2006
Job Marketing/Sales & Customer Service
Industry Marketing and Advertising
Experience
Abuelo's Mexican Restaurant August 2010 - Present
Orlando's Italian Restaurant May 2008 - August 2008
Family Maytag May 2007 - August 2007
Merrill Lynch January 2006 - August 2006
Chili's Bar and Grill September 2005 - January 2006
Midland Rockhounds Baseball April 2005 - August 2005
Education
Texas Tech University - Rawls College of Business 2008 — 2010
B.B.A., Marketing, Business Administration
Abuelo's Mexican Restaurant August 2010 - Present
Orlando's Italian Restaurant May 2008 - August 2008
Family Maytag May 2007 - August 2007
Merrill Lynch January 2006 - August 2006
Chili's Bar and Grill September 2005 - January 2006
Midland Rockhounds Baseball April 2005 - August 2005
Education
Texas Tech University - Rawls College of Business 2008 — 2010
B.B.A., Marketing, Business Administration
Albert McGarity's Merrill Lynch Experience August 2010 - September 2012
Job at
Industry Financial Services
Experience
Lazarus Oilfield, llc May 2014 - Present
T. Rowe Price August 2013 - Present
U.S. Senate Committee on Small Business & Entrepreneurship January 2013 - June 2013
Merrill Lynch August 2010 - September 2012
Skills
Finance, ERISA, Series 7, Management, Auditing, Securities
Education
The Catholic University of America, Columbus School of Law 2007 — 2010
JD, Law
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2005
Marketing, Marketing, Economics
St. Maria Goretti
Lazarus Oilfield, llc May 2014 - Present
T. Rowe Price August 2013 - Present
U.S. Senate Committee on Small Business & Entrepreneurship January 2013 - June 2013
Merrill Lynch August 2010 - September 2012
Skills
Finance, ERISA, Series 7, Management, Auditing, Securities
Education
The Catholic University of America, Columbus School of Law 2007 — 2010
JD, Law
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2005
Marketing, Marketing, Economics
St. Maria Goretti
Joe Moskal's Merrill Lynch Experience September 2009 - January 2011
Job Financial Professional
Industry Financial Services
Experience
Merrill Lynch September 2009 - January 2011
Merrill Lynch January 2009 - January 2011
Fidelity Investments January 2006 - January 2009
Fidelity Investments 2006 - 2009
Vanguard January 2005 - January 2006
Financial Network Investment Corp January 2003 - January 2005
AT&T/Lucent Technologies/Agere Systems January 2001 - January 2002
Lucent Technologies, Inc January 1996 - January 2001
AT&T, Inc January 1987 - January 1996
Education
Fairleigh Dickinson University-College at Florham
Master of Business Administration (MBA), Accounting
Saint Peter's College
Bachelor of Science (B.S.)
The American College
Merrill Lynch September 2009 - January 2011
Merrill Lynch January 2009 - January 2011
Fidelity Investments January 2006 - January 2009
Fidelity Investments 2006 - 2009
Vanguard January 2005 - January 2006
Financial Network Investment Corp January 2003 - January 2005
AT&T/Lucent Technologies/Agere Systems January 2001 - January 2002
Lucent Technologies, Inc January 1996 - January 2001
AT&T, Inc January 1987 - January 1996
Education
Fairleigh Dickinson University-College at Florham
Master of Business Administration (MBA), Accounting
Saint Peter's College
Bachelor of Science (B.S.)
The American College
Neal Turner's Merrill Lynch Experience September 1990 - September 1996
Job Registered Representative IMS Securities
Industry Investment Banking
Experience
IMS Securities April 2014 - Present
Williams Financial Group April 2009 - April 2014
UBS October 2005 - April 2009
Smith Barney June 2002 - October 2005
RBC September 1996 - June 2002
Merrill Lynch September 1990 - September 1996
Skills
Investment Advisory, Series 7, Wealth Management, Securities, Mergers & Acquisitions
Education
Texas Tech University 1976 — 1980
Bachelor of Business Administration (BBA), Finance
IMS Securities April 2014 - Present
Williams Financial Group April 2009 - April 2014
UBS October 2005 - April 2009
Smith Barney June 2002 - October 2005
RBC September 1996 - June 2002
Merrill Lynch September 1990 - September 1996
Skills
Investment Advisory, Series 7, Wealth Management, Securities, Mergers & Acquisitions
Education
Texas Tech University 1976 — 1980
Bachelor of Business Administration (BBA), Finance
Joe Addeo's Merrill Lynch Experience June 2011 - August 2011
Job Business Process Coordinator at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. August 2014 - Present
Arthur J. Gallagher & Co. July 2012 - July 2014
Brooks Brothers January 2012 - July 2012
J. Crew Georgetown October 2009 - October 2011
Merrill Lynch June 2011 - August 2011
J.Crew on Elm May 2011 - August 2011
Lewisboro Garden Center June 2010 - August 2010
RiskSpan Inc June 2008 - August 2008
Rucci Burnham Attorneys at Law September 2007 - May 2008
Skills
Project Management, New Business Development, Social Media, Leadership, Client Development, Marketing, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Social Networking, CRM, Risk Management, Insurance, Public Speaking, Event Planning, Salesforce.com, Analysis, Positive Energy, Driving Sales..., Manage Client..., Excel, Outlook, Social Media Marketing, Property & Casualty..., Account Management, Time Management, Data Analysis, Market Research, Management, Research
Education
The Catholic University of America 2008 — 2012
Bachelor of Science in Business Administration (B.B.A.), International Economics and Finance
IES Barcelona 2011 — 2011
Liberal Arts & Business
New Canaan High School 2004 — 2008
Arthur J. Gallagher & Co. August 2014 - Present
Arthur J. Gallagher & Co. July 2012 - July 2014
Brooks Brothers January 2012 - July 2012
J. Crew Georgetown October 2009 - October 2011
Merrill Lynch June 2011 - August 2011
J.Crew on Elm May 2011 - August 2011
Lewisboro Garden Center June 2010 - August 2010
RiskSpan Inc June 2008 - August 2008
Rucci Burnham Attorneys at Law September 2007 - May 2008
Skills
Project Management, New Business Development, Social Media, Leadership, Client Development, Marketing, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Social Networking, CRM, Risk Management, Insurance, Public Speaking, Event Planning, Salesforce.com, Analysis, Positive Energy, Driving Sales..., Manage Client..., Excel, Outlook, Social Media Marketing, Property & Casualty..., Account Management, Time Management, Data Analysis, Market Research, Management, Research
Education
The Catholic University of America 2008 — 2012
Bachelor of Science in Business Administration (B.B.A.), International Economics and Finance
IES Barcelona 2011 — 2011
Liberal Arts & Business
New Canaan High School 2004 — 2008
Gillian H. Jones MBA MPH's Merrill Lynch Experience October 2011 - December 2012
Job Back in Eastern NC once again!
Industry E-Learning
Experience
Beaufort County December 2014 - Present
University of Portsmouth October 2013 - May 2014
Merrill Lynch October 2011 - December 2012
East Carolina University August 2007 - December 2010
Coldwell Banker Previews 2003 - 2005
IHS Integrated Health Services 2000 - 2001
Blakey Hall LLP 2000 - 2001
Granville Medical Center 1998 - 1999
Lutheran Retirement Ministries dba Twin Lakes CCRC 1992 - 1997
Soabar Graphics, Div of Avery International 1985 - 1986
Skills
New Business Development, Financial Management, Problem Solving, Code Compliance, Quality Management, Medicare Medicaid..., Sales Support, Marketing Research, Product Brand Management, Attention to detail, Policy and Procedure..., Plan of corrections, Operating Budgets, Presentation Development, Database Management, Data Analysis, Team Leadership, Technical Writing, Team Building, Management, Public Speaking, Database Admin
Education
The Brody School of Medicine at East Carolina University 2007 — 2010
MPH, Management and Analysis
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Concentration Marketing
UNC Chapel Hill 1975 — 1977
B.A., Romance Languages
Vassar College 1973 — 1975
Biology, French
Beaufort County December 2014 - Present
University of Portsmouth October 2013 - May 2014
Merrill Lynch October 2011 - December 2012
East Carolina University August 2007 - December 2010
Coldwell Banker Previews 2003 - 2005
IHS Integrated Health Services 2000 - 2001
Blakey Hall LLP 2000 - 2001
Granville Medical Center 1998 - 1999
Lutheran Retirement Ministries dba Twin Lakes CCRC 1992 - 1997
Soabar Graphics, Div of Avery International 1985 - 1986
Skills
New Business Development, Financial Management, Problem Solving, Code Compliance, Quality Management, Medicare Medicaid..., Sales Support, Marketing Research, Product Brand Management, Attention to detail, Policy and Procedure..., Plan of corrections, Operating Budgets, Presentation Development, Database Management, Data Analysis, Team Leadership, Technical Writing, Team Building, Management, Public Speaking, Database Admin
Education
The Brody School of Medicine at East Carolina University 2007 — 2010
MPH, Management and Analysis
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Concentration Marketing
UNC Chapel Hill 1975 — 1977
B.A., Romance Languages
Vassar College 1973 — 1975
Biology, French
Kay Kirkpatrick's Merrill Lynch Experience 1982 - October 1984
Job owner at KK's Video Recording Studio
Industry Retail
Experience
Jack's Consignment & Antique Furniture Gallery January 2012 - Present
KK's Craft & Gift Mall May 1992 - Present
KK's Video Recording Studio October 1982 - Present
KK's Video Recording Studio October 1984 - January 2012
Merrill Lynch 1982 - October 1984
Education
Lubbock High School 1955 — 1958
Texas Tech University
Jack's Consignment & Antique Furniture Gallery January 2012 - Present
KK's Craft & Gift Mall May 1992 - Present
KK's Video Recording Studio October 1982 - Present
KK's Video Recording Studio October 1984 - January 2012
Merrill Lynch 1982 - October 1984
Education
Lubbock High School 1955 — 1958
Texas Tech University
sherah yoder's Merrill Lynch Experience September 1996 - Present
Job Senior Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1996 - Present
Education
Texas Tech University
Merrill Lynch September 1996 - Present
Education
Texas Tech University
Daniel Mullan's Merrill Lynch Experience September 2007 - May 2009
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Merrill Lynch September 2007 - May 2009
Education
The American College 2002 — 2007
Wells Fargo Advisors May 2009 - Present
Merrill Lynch September 2007 - May 2009
Education
The American College 2002 — 2007
Glenn Elrod's Merrill Lynch Experience
Job Financial advisort at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Banking, Financial Analysis, Investments, Portfolio Management, Risk Management, Management, Customer Service, Microsoft Office, Financial Services, Credit
Education
Texas Tech University 1964 — 1969
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Monahans High School 1961 — 1964
Merrill Lynch
Skills
Banking, Financial Analysis, Investments, Portfolio Management, Risk Management, Management, Customer Service, Microsoft Office, Financial Services, Credit
Education
Texas Tech University 1964 — 1969
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Monahans High School 1961 — 1964
Hubert Obazei, Six Sigma LEAN Green Belt's Merrill Lynch Experience 2015 - Present
Job Officer; Credit Coordinator at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
Merrill Lynch 2013 - 2015
Bank of America 2012 - 2013
Bank of America 2009 - 2012
Skills
Risk Management, Banking, Credit Analysis, Project Management, Sales Management, Relationship Management, Financial Analysis, Customer Satisfaction, Corporate Sales..., Business Process..., Six Sigma, Business Continuity..., Mortgage Servicing, Strategic Negotiations, Strong Business Acumen, Strategic Planning, Customer Acquisition, Treasury Management, Treasury Services, Treasury Products
Education
Texas Woman's University 2013 — 2014
Master of Business Administration (M.B.A.), Top 1%
University of North Texas 2007 — 2009
Bachelor's of Science, Forensic Science and Biology
Merrill Lynch 2015 - Present
Merrill Lynch 2013 - 2015
Bank of America 2012 - 2013
Bank of America 2009 - 2012
Skills
Risk Management, Banking, Credit Analysis, Project Management, Sales Management, Relationship Management, Financial Analysis, Customer Satisfaction, Corporate Sales..., Business Process..., Six Sigma, Business Continuity..., Mortgage Servicing, Strategic Negotiations, Strong Business Acumen, Strategic Planning, Customer Acquisition, Treasury Management, Treasury Services, Treasury Products
Education
Texas Woman's University 2013 — 2014
Master of Business Administration (M.B.A.), Top 1%
University of North Texas 2007 — 2009
Bachelor's of Science, Forensic Science and Biology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank