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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Merrill Lynch Employees
Employee
Years
Job
Industry
Kenneth Wise II Kenneth Wise II's Merrill Lynch Experience July 2011 - August 2011
Job InterGenerational Advisor Program Analyst at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2014 - August 2014
WooBamboo Eco-Friendly Toothbrush Startup June 2014 - August 2014
Wheatley Wealth Management- AMP Limited May 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
Merrill Lynch July 2011 - August 2011
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance
Australian Summer Global Internship Program (2013)
International Business/ Global Studies
UBS Wealth Management May 2015 - Present
UBS Wealth Management June 2014 - August 2014
WooBamboo Eco-Friendly Toothbrush Startup June 2014 - August 2014
Wheatley Wealth Management- AMP Limited May 2013 - July 2013
UBS Wealth Management July 2012 - August 2012
Merrill Lynch July 2011 - August 2011
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance
Australian Summer Global Internship Program (2013)
International Business/ Global Studies
Doran M Young Doran M Young's Merrill Lynch Experience 2006 - 2013
Job Vice President/Branch Manager at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2015 - Present
Lifetime Financial Growth ,LLC March 2014 - May 2015
Merrill Lynch 2006 - 2013
Advest, Inc. 1995 - 2006
Lehman Brothers Holdings Inc. 1984 - 1995
Skills
Recruiting, P&L Management, Wealth Management, Investments, Retirement Planning, Asset Allocation, Series 7, Series 63, Teaming, Retention Management, Leadership, Financial Analysis, Investment Strategies, Alternative Investments, Investment Advisory, Mutual Funds, Securities, Hedge Funds, Equities, Investment Management, Series 24, Wealth Management..., Asset Management, ETFs, FINRA, Financial Services, Portfolio Management, Financial Advisory, Fixed Income, Bonds, Strategy, Retirement, Capital Markets, Options, Strategic Financial..., Business Development
Education
The Ohio State University 1975 — 1979
Bachelor of Science (BS), Marketing
Eastmoor High School
Janney Montgomery Scott LLC May 2015 - Present
Lifetime Financial Growth ,LLC March 2014 - May 2015
Merrill Lynch 2006 - 2013
Advest, Inc. 1995 - 2006
Lehman Brothers Holdings Inc. 1984 - 1995
Skills
Recruiting, P&L Management, Wealth Management, Investments, Retirement Planning, Asset Allocation, Series 7, Series 63, Teaming, Retention Management, Leadership, Financial Analysis, Investment Strategies, Alternative Investments, Investment Advisory, Mutual Funds, Securities, Hedge Funds, Equities, Investment Management, Series 24, Wealth Management..., Asset Management, ETFs, FINRA, Financial Services, Portfolio Management, Financial Advisory, Fixed Income, Bonds, Strategy, Retirement, Capital Markets, Options, Strategic Financial..., Business Development
Education
The Ohio State University 1975 — 1979
Bachelor of Science (BS), Marketing
Eastmoor High School
Jue (John) Wang, MA, CPIM Jue (John) Wang, MA, CPIM's Merrill Lynch Experience July 2010 - September 2010
Job Senior Analyst at Victoria's Secret
Industry Retail
Experience
Victoria's Secret July 2014 - Present
Victoria's Secret April 2013 - July 2014
Bosch North America July 2011 - April 2013
Ametek Solidstate Controls Inc. September 2010 - May 2011
Fisher Professional Services May 2010 - December 2010
Merrill Lynch July 2010 - September 2010
Sumitomo Electric Wiring Systems July 2008 - September 2009
Skills
Inventory Planning, Demand Planning, Project management, Technology development, S&OP (Sales and..., CPFR (Collaborative..., Technology Integration, Process Improvement, Optimizations, MRP, JDA, JDE, SAP, EDI,..., VMI (Vendor Managment..., Service Level Management, Forecast accuracy..., JIT (Just in Time), Continuous Improvement
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
Master of Labor and Human Resource, Business
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Adminstration, Supply Chain Management
Victoria's Secret July 2014 - Present
Victoria's Secret April 2013 - July 2014
Bosch North America July 2011 - April 2013
Ametek Solidstate Controls Inc. September 2010 - May 2011
Fisher Professional Services May 2010 - December 2010
Merrill Lynch July 2010 - September 2010
Sumitomo Electric Wiring Systems July 2008 - September 2009
Skills
Inventory Planning, Demand Planning, Project management, Technology development, S&OP (Sales and..., CPFR (Collaborative..., Technology Integration, Process Improvement, Optimizations, MRP, JDA, JDE, SAP, EDI,..., VMI (Vendor Managment..., Service Level Management, Forecast accuracy..., JIT (Just in Time), Continuous Improvement
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
Master of Labor and Human Resource, Business
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Adminstration, Supply Chain Management
Jason Trout Jason Trout's Merrill Lynch Experience July 2008 - December 2010
Job Military Professional
Industry Military
Experience
US Army August 2011 - September 2014
Merrill Lynch July 2008 - December 2010
The Ohio State University July 2007 - December 2010
Education
University of Maryland University College 2015 — 2017
Master of Business Administration (M.B.A.)
The Ohio State University 2006 — 2010
Bachelor's Degree, Economics
US Army August 2011 - September 2014
Merrill Lynch July 2008 - December 2010
The Ohio State University July 2007 - December 2010
Education
University of Maryland University College 2015 — 2017
Master of Business Administration (M.B.A.)
The Ohio State University 2006 — 2010
Bachelor's Degree, Economics
Dawn Potts Dawn Potts's Merrill Lynch Experience April 2013 - Present
Job Vice President / Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch January 2012 - March 2013
Merrill Lynch/Bank of America September 2010 - December 2011
Merrill Lynch March 1993 - August 2010
Skills
Series 7, 9, 10, 63, 65, Financial Understanding, Project Management, Sales Operations, Salesforce.com, Asset Allocation, Securities Lending, Operational Risk, Risk Assessment, Reputational Risk, Trading, Customer Retention, Alternative Investments, Customer Satisfaction, Employee Engagement, Employee Management, Compliance, Motivated self-starter, Team Leadership, Result Oriented, Risk Management
Education
The Ohio State University
BA, Communication
Upper Arlington HS
Merrill Lynch April 2013 - Present
Merrill Lynch January 2012 - March 2013
Merrill Lynch/Bank of America September 2010 - December 2011
Merrill Lynch March 1993 - August 2010
Skills
Series 7, 9, 10, 63, 65, Financial Understanding, Project Management, Sales Operations, Salesforce.com, Asset Allocation, Securities Lending, Operational Risk, Risk Assessment, Reputational Risk, Trading, Customer Retention, Alternative Investments, Customer Satisfaction, Employee Engagement, Employee Management, Compliance, Motivated self-starter, Team Leadership, Result Oriented, Risk Management
Education
The Ohio State University
BA, Communication
Upper Arlington HS
Ann-Marie Valle Ann-Marie Valle's Merrill Lynch Experience January 2006 - January 2008
Job Property Accountant at Greystar
Industry Accounting
Experience
Greystar January 2015 - Present
Infocore Inc. October 2013 - January 2015
Spinal Elements, Inc. May 2013 - October 2013
Abnology January 2009 - October 2013
Inovio Pharmaceuticals Inc. January 2009 - December 2011
Morgan Stanley January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Skills
New Business Development, Financial Analysis, Forecasting, Start-ups, Customer Service, Management, Entrepreneurship, Microsoft Excel, Team Leadership, Leadership, Budgets, Competitive Analysis, Marketing, Negotiation, Financial Services, Corporate Finance, Financial Accounting, Press Releases, Accounting, Human Resources, Executive..., Office Management, Corporate Communications, Investor Relations, Organizational..., Time Management, Cross-functional Team..., Microsoft Office, CRM, QuickBooks, Access, Google Analytics, SharePoint, Great Plains Software, Business Analysis, Analysis, Payroll, Project Management, Financial Reporting, Finance, Strategic Financial..., Market Research, Mergers & Acquisitions, Administrative..., Employee Benefits, Strategy, Financial Planning
Education
University of Redlands 2012 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations
The Ohio State University 2000 — 2002
Accounting and Finance
Greystar January 2015 - Present
Infocore Inc. October 2013 - January 2015
Spinal Elements, Inc. May 2013 - October 2013
Abnology January 2009 - October 2013
Inovio Pharmaceuticals Inc. January 2009 - December 2011
Morgan Stanley January 2008 - January 2009
Merrill Lynch January 2006 - January 2008
Skills
New Business Development, Financial Analysis, Forecasting, Start-ups, Customer Service, Management, Entrepreneurship, Microsoft Excel, Team Leadership, Leadership, Budgets, Competitive Analysis, Marketing, Negotiation, Financial Services, Corporate Finance, Financial Accounting, Press Releases, Accounting, Human Resources, Executive..., Office Management, Corporate Communications, Investor Relations, Organizational..., Time Management, Cross-functional Team..., Microsoft Office, CRM, QuickBooks, Access, Google Analytics, SharePoint, Great Plains Software, Business Analysis, Analysis, Payroll, Project Management, Financial Reporting, Finance, Strategic Financial..., Market Research, Mergers & Acquisitions, Administrative..., Employee Benefits, Strategy, Financial Planning
Education
University of Redlands 2012 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations
The Ohio State University 2000 — 2002
Accounting and Finance
Mary Mahlie Mary Mahlie's Merrill Lynch Experience 1985 - 2010
Job Regional Market Executive Global Wealth and Trust at BBVA Compass
Industry Banking
Experience
BBVA Compass 2012 - Present
The Giving Field 2011 - 2014
Hospital Sisters Health System 2010 - 2010
Merrill Lynch 1985 - 2010
Skills
Certified Wealth..., Certified Retirement..., Six Sigma, Asset Information..., Investment Banking, Strategic Planning, Commercial Lending, Financial Analysis, Series 63, Securities License, Texas Life Accident,..., Global Investment..., Private sales and..., Institutional..., Non-profits, Portfolio Management
Education
The Ohio State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wharton School of Business Executive Program
Executive Leadership Program, Business
BBVA Compass 2012 - Present
The Giving Field 2011 - 2014
Hospital Sisters Health System 2010 - 2010
Merrill Lynch 1985 - 2010
Skills
Certified Wealth..., Certified Retirement..., Six Sigma, Asset Information..., Investment Banking, Strategic Planning, Commercial Lending, Financial Analysis, Series 63, Securities License, Texas Life Accident,..., Global Investment..., Private sales and..., Institutional..., Non-profits, Portfolio Management
Education
The Ohio State University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wharton School of Business Executive Program
Executive Leadership Program, Business
David Kempert's Merrill Lynch Experience May 2004 - January 2009
Job Retail Consultant
Industry Staffing and Recruiting
Experience
David Kempert Enterprises January 2010 - Present
Merrill Lynch May 2004 - January 2009
Cato Corporation August 1989 - February 2004
Gap Inc. February 1989 - August 1989
Gap Inc./Banana Republic June 1987 - February 1989
Gap Inc. September 1982 - June 1986
Gap Inc. March 1980 - September 1982
JCPenney June 1971 - March 1980
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budget
Education
The Ohio State University 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General, Deans List Junior and Senior Year
St. Joseph High School 1963 — 1967
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program, Deans List Senior Year
David Kempert Enterprises January 2010 - Present
Merrill Lynch May 2004 - January 2009
Cato Corporation August 1989 - February 2004
Gap Inc. February 1989 - August 1989
Gap Inc./Banana Republic June 1987 - February 1989
Gap Inc. September 1982 - June 1986
Gap Inc. March 1980 - September 1982
JCPenney June 1971 - March 1980
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budget
Education
The Ohio State University 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General, Deans List Junior and Senior Year
St. Joseph High School 1963 — 1967
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program, Deans List Senior Year
David Ciombor David Ciombor's Merrill Lynch Experience January 1999 - August 2002
Job Financial Leadership Rotation Program Management Associate
Industry Higher Education
Experience
Nationwide Insurance 2014 - Present
Allstate Financial Services, LLC August 2003 - June 2013
John Hancock Financial Services September 2002 - August 2003
Merrill Lynch January 1999 - August 2002
Skills
Microsoft Office, Customer Service, Marketing Strategy, Microsoft Word, Financial Analysis, Insurance, New Business Development, Strategic Planning, Business Analysis, Banking, Mutual Funds, Investments, Leadership, Analysis, Business Strategy, Strategy, Team Building, Entrepreneurship, Data Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy
University of Miami 1994 — 1998
Bachelor of Science (B.S.), Marine Science and Geology
Nationwide Insurance 2014 - Present
Allstate Financial Services, LLC August 2003 - June 2013
John Hancock Financial Services September 2002 - August 2003
Merrill Lynch January 1999 - August 2002
Skills
Microsoft Office, Customer Service, Marketing Strategy, Microsoft Word, Financial Analysis, Insurance, New Business Development, Strategic Planning, Business Analysis, Banking, Mutual Funds, Investments, Leadership, Analysis, Business Strategy, Strategy, Team Building, Entrepreneurship, Data Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy
University of Miami 1994 — 1998
Bachelor of Science (B.S.), Marine Science and Geology
Taylor Dalgarn Taylor Dalgarn's Merrill Lynch Experience June 2014 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Skills
Microsoft Office
Education
The Ohio State University 2011 — 2015
Bachelor of Science (BS), Finance
Merrill Lynch June 2014 - Present
Skills
Microsoft Office
Education
The Ohio State University 2011 — 2015
Bachelor of Science (BS), Finance
Alyssa Antram Alyssa Antram's Merrill Lynch Experience June 2008 - September 2009
Job Associate Demand Planner at PepsiCo Quaker Oats
Industry
Experience
PepsiCo - Quaker Oats July 2012 - Present
Courtside Cafe January 2009 - June 2012
PepsiCo June 2011 - September 2011
Business Builders Club September 2010 - May 2011
The Dannon Company June 2010 - September 2010
Merrill Lynch June 2008 - September 2009
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelors of Science in Business Administration, Major: Logistics Management, Minor: Food Procesing
PepsiCo - Quaker Oats July 2012 - Present
Courtside Cafe January 2009 - June 2012
PepsiCo June 2011 - September 2011
Business Builders Club September 2010 - May 2011
The Dannon Company June 2010 - September 2010
Merrill Lynch June 2008 - September 2009
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelors of Science in Business Administration, Major: Logistics Management, Minor: Food Procesing
Chase Ralston Chase Ralston's Merrill Lynch Experience June 2008 - September 2008
Job Contracting Officer at Department of Defense United States Air Force
Industry Defense & Space
Experience
Department of Defense - United States Air Force January 2015 - Present
Department of Defense - United States Air Force July 2012 - December 2014
Wright State University September 2010 - July 2012
Urban Active Fitness January 2009 - September 2011
Merrill Lynch June 2008 - September 2008
Skills
Negotiation, Sales, Data Entry, Leadership, Microsoft Excel, Time Management, Microsoft Office, Marketing Strategy, Training, Research, Microsoft Word, PowerPoint, Customer Service, Contract Negotiation, Teamwork, Access
Education
Wright State University 2010 — 2011
Master of Business Administration, Management
The Ohio State University 2006 — 2010
Bachelor of Science in Business Administration, Finance
Department of Defense - United States Air Force January 2015 - Present
Department of Defense - United States Air Force July 2012 - December 2014
Wright State University September 2010 - July 2012
Urban Active Fitness January 2009 - September 2011
Merrill Lynch June 2008 - September 2008
Skills
Negotiation, Sales, Data Entry, Leadership, Microsoft Excel, Time Management, Microsoft Office, Marketing Strategy, Training, Research, Microsoft Word, PowerPoint, Customer Service, Contract Negotiation, Teamwork, Access
Education
Wright State University 2010 — 2011
Master of Business Administration, Management
The Ohio State University 2006 — 2010
Bachelor of Science in Business Administration, Finance
Brett Bastin Brett Bastin's Merrill Lynch Experience 2009 - 2010
Job BMG Market Manager at PrimeSource Building Products
Industry Building Materials
Experience
PrimeSource Building Products January 2013 - Present
PrimeSource Building Products July 2010 - December 2012
Merrill Lynch 2009 - 2010
Skills
Credit Analysis, Credit Risk, Sales, Product Management, Negotiation, Forecasting, Pricing, Financial Analysis, Analysis, Finance, Process Improvement, Business Planning, Business Strategy, Financial Reporting, Financial Modeling, Management, Accounting
Education
The Ohio State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Economics
PrimeSource Building Products January 2013 - Present
PrimeSource Building Products July 2010 - December 2012
Merrill Lynch 2009 - 2010
Skills
Credit Analysis, Credit Risk, Sales, Product Management, Negotiation, Forecasting, Pricing, Financial Analysis, Analysis, Finance, Process Improvement, Business Planning, Business Strategy, Financial Reporting, Financial Modeling, Management, Accounting
Education
The Ohio State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Economics
Beth Theis Beth Theis's Merrill Lynch Experience October 2014 - Present
Job Client associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
JPMorgan Chase April 2012 - November 2014
JPMorgan Chase January 2011 - April 2012
bd's mongolian barbeque August 2007 - January 2011
Skills
Customer Service, Professional Services, Spanish-speaking, Team Leadership, Organizational...
Education
The Ohio State University 2006 — 2010
Bachelor of Arts (BA), International Economic Development & Spanish, 3.48
Merrill Lynch October 2014 - Present
JPMorgan Chase April 2012 - November 2014
JPMorgan Chase January 2011 - April 2012
bd's mongolian barbeque August 2007 - January 2011
Skills
Customer Service, Professional Services, Spanish-speaking, Team Leadership, Organizational...
Education
The Ohio State University 2006 — 2010
Bachelor of Arts (BA), International Economic Development & Spanish, 3.48
Regina Steigerwald Regina Steigerwald's Merrill Lynch Experience June 2005 - December 2010
Job Speech Language Pathologist
Industry Primary/Secondary Education
Experience
Chicago Public Schools August 2013 - Present
ACLD Tillotson School January 2013 - April 2013
Kane Regional Care Center August 2012 - December 2012
Children’s Hospital South April 2012 - August 2012
Pittsburgh Veterans Administration April 2012 - August 2012
AIU-DART April 2012 - August 2012
UPMC Passavant August 2011 - December 2011
Lake of the Woods and The Glen Camp for Girls June 2011 - August 2011
Merrill Lynch June 2005 - December 2010
Skills
Research, Microsoft Office, Cpr Certified, Long-term Care, Hospitals, Non-profits, Aphasia, Speech Therapy, Customer Service, Autism Spectrum..., Dysphagia, Language Disorders, Teaching
Education
University of Pittsburgh 2011 — 2013
Master of Arts (MA), Communication Sciences and Disorders
The Ohio State University 2007 — 2011
Bachlor of Arts, Speech & Hearing Science
Chicago Public Schools August 2013 - Present
ACLD Tillotson School January 2013 - April 2013
Kane Regional Care Center August 2012 - December 2012
Children’s Hospital South April 2012 - August 2012
Pittsburgh Veterans Administration April 2012 - August 2012
AIU-DART April 2012 - August 2012
UPMC Passavant August 2011 - December 2011
Lake of the Woods and The Glen Camp for Girls June 2011 - August 2011
Merrill Lynch June 2005 - December 2010
Skills
Research, Microsoft Office, Cpr Certified, Long-term Care, Hospitals, Non-profits, Aphasia, Speech Therapy, Customer Service, Autism Spectrum..., Dysphagia, Language Disorders, Teaching
Education
University of Pittsburgh 2011 — 2013
Master of Arts (MA), Communication Sciences and Disorders
The Ohio State University 2007 — 2011
Bachlor of Arts, Speech & Hearing Science
Kirk Knollman Kirk Knollman's Merrill Lynch Experience May 2001 - November 2004
Job CFP® , Summit Brokerage Services
Industry Financial Services
Experience
Summit Brokerage Services, Inc. May 2012 - Present
Disclosure.... August 2004 - Present
Oppenheimer & Co. November 2004 - May 2012
Merrill Lynch May 2001 - November 2004
Skills
Portfolio Management, Asset Allocation, Investment Advisory, Investments, Financial Advisory, Hedge Funds, Strategic Financial..., Fixed Income, Investment Management, Estate Planning, Personal Finance, Long-term Care, Certified Financial..., 24 years in Investment..., Social Media, Securities, Wealth Management, Asset Management, Financial Services, Investment Strategies, Strategic Planning, Leadership, Risk Management, Social Networking
Education
The Ohio State University - The Max M. Fisher College of Business 1981 — 1984
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services
Ohio University 1980 — 1981
Colerain HS 1978 — 1980
Summit Brokerage Services, Inc. May 2012 - Present
Disclosure.... August 2004 - Present
Oppenheimer & Co. November 2004 - May 2012
Merrill Lynch May 2001 - November 2004
Skills
Portfolio Management, Asset Allocation, Investment Advisory, Investments, Financial Advisory, Hedge Funds, Strategic Financial..., Fixed Income, Investment Management, Estate Planning, Personal Finance, Long-term Care, Certified Financial..., 24 years in Investment..., Social Media, Securities, Wealth Management, Asset Management, Financial Services, Investment Strategies, Strategic Planning, Leadership, Risk Management, Social Networking
Education
The Ohio State University - The Max M. Fisher College of Business 1981 — 1984
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services
Ohio University 1980 — 1981
Colerain HS 1978 — 1980
Tom Fagan Tom Fagan's Merrill Lynch Experience 2009 - 2011
Job MBA Candidate at The Wharton School
Industry Management Consulting
Experience
Google May 2015 - August 2015
Deloitte Consulting LLP August 2013 - July 2014
Deloitte Consulting LLP June 2011 - August 2013
Merrill Lynch 2009 - 2011
Reynolds & Reynolds 2008 - 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2011
BS in Business Administration
Google May 2015 - August 2015
Deloitte Consulting LLP August 2013 - July 2014
Deloitte Consulting LLP June 2011 - August 2013
Merrill Lynch 2009 - 2011
Reynolds & Reynolds 2008 - 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2011
BS in Business Administration
Jason Cummings Jason Cummings's Merrill Lynch Experience January 2011 - January 2012
Job President/CEO at St. Louis Roofing Solutions, LLC.
Industry Construction
Experience
St. Louis Roofing Solutions, LLC. May 2014 - Present
The Nathan Cummings Foundation April 2013 - Present
Kaiser Siding and Roofing, LLC. May 2012 - July 2013
Merrill Lynch January 2011 - January 2012
Northwestern Mutual January 2010 - January 2011
Skills
Sales Management, Sales Operations, Market Analysis, Construction Management, Philanthropy, Marketing, Strategic Planning, Leadership, Operations Management, Budgets, Negotiation, New Business Development, Purchasing, Sales, Selling, Contract Negotiation, Sales Process, Team Building, Project Management, Business Development, Pricing, Entrepreneurship, Project Planning
Education
The Ohio State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
St. Louis Roofing Solutions, LLC. May 2014 - Present
The Nathan Cummings Foundation April 2013 - Present
Kaiser Siding and Roofing, LLC. May 2012 - July 2013
Merrill Lynch January 2011 - January 2012
Northwestern Mutual January 2010 - January 2011
Skills
Sales Management, Sales Operations, Market Analysis, Construction Management, Philanthropy, Marketing, Strategic Planning, Leadership, Operations Management, Budgets, Negotiation, New Business Development, Purchasing, Sales, Selling, Contract Negotiation, Sales Process, Team Building, Project Management, Business Development, Pricing, Entrepreneurship, Project Planning
Education
The Ohio State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Gelena Libin Gelena Libin's Merrill Lynch Experience September 2008 - December 2008
Job Manager, Strategic Finance Medical at Cardinal Health
Industry Financial Services
Experience
Cardinal Health July 2015 - Present
Cardinal Health May 2014 - June 2015
Cardinal Health August 2012 - May 2014
Cardinal Health August 2011 - August 2012
Cardinal Health July 2010 - August 2011
Cardinal Health June 2009 - July 2010
Merrill Lynch September 2008 - December 2008
M - Corporations, Inc. December 2007 - September 2008
Master Bank June 2008 - July 2008
Victoria's Secret June 2007 - July 2007
Skills
Russian, Spanish, SharePoint, Business Objects, SAP, Access, Excel, White Belt Certified, Yellow Belt Certified, Kaizen Leader, Financial Reporting, Cost Accounting, Month End Close, Financial Analysis, Analysis, Budgets, Account Reconciliation, Forecasting, Financial Forecasting, Variance Analysis, Team Leadership, Pricing, Project Management, Financial Accounting, Finance, Manufacturing, Sourcing, Strategic Planning, Salesforce.com, Microsoft Excel, Leadership, Management
Education
The Ohio State University - The Max M. Fisher College of Business
Finance and International Business
Cardinal Health July 2015 - Present
Cardinal Health May 2014 - June 2015
Cardinal Health August 2012 - May 2014
Cardinal Health August 2011 - August 2012
Cardinal Health July 2010 - August 2011
Cardinal Health June 2009 - July 2010
Merrill Lynch September 2008 - December 2008
M - Corporations, Inc. December 2007 - September 2008
Master Bank June 2008 - July 2008
Victoria's Secret June 2007 - July 2007
Skills
Russian, Spanish, SharePoint, Business Objects, SAP, Access, Excel, White Belt Certified, Yellow Belt Certified, Kaizen Leader, Financial Reporting, Cost Accounting, Month End Close, Financial Analysis, Analysis, Budgets, Account Reconciliation, Forecasting, Financial Forecasting, Variance Analysis, Team Leadership, Pricing, Project Management, Financial Accounting, Finance, Manufacturing, Sourcing, Strategic Planning, Salesforce.com, Microsoft Excel, Leadership, Management
Education
The Ohio State University - The Max M. Fisher College of Business
Finance and International Business
Carson Thrush Carson Thrush's Merrill Lynch Experience August 2010 - January 2011
Job Founder and Business Owner at Thrushold Properties
Industry Financial Services
Experience
Thrushold Properties June 2010 - Present
Battelle June 2012 - August 2012
American Bank March 2011 - June 2011
Merrill Lynch August 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Credit, Team Leadership, Microsoft Word, Account Management, PowerPoint, Team Building
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.7
Thrushold Properties June 2010 - Present
Battelle June 2012 - August 2012
American Bank March 2011 - June 2011
Merrill Lynch August 2010 - January 2011
Skills
Microsoft Excel, Microsoft Office, Credit, Team Leadership, Microsoft Word, Account Management, PowerPoint, Team Building
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.7
Sara Sizelove's Merrill Lynch Experience May 2013 - February 2014
Job Store Operations Analyst at Abercrombie and Fitch
Industry Retail
Experience
Abercrombie & Fitch August 2015 - Present
Abercrombie and Fitch December 2010 - July 2015
Merrill Lynch May 2013 - February 2014
Abercrombie & Fitch April 2010 - December 2010
Abercrombie & Fitch September 2004 - April 2010
Skills
Excel, Microsoft Word, PowerPoint, Cold Calling, Supervisory Experience, Schedules, Recruiting, Customer Service, Hiring, Telephone Skills, Leadership Development, Time Management, Training, Leadership, Management, Merchandising, Microsoft Excel, Retail, Social Media, Visual Merchandising
Education
The Ohio State University 2006 — 2010
Bachelor's degree, Consumer and Family Financial Affairs
Abercrombie & Fitch August 2015 - Present
Abercrombie and Fitch December 2010 - July 2015
Merrill Lynch May 2013 - February 2014
Abercrombie & Fitch April 2010 - December 2010
Abercrombie & Fitch September 2004 - April 2010
Skills
Excel, Microsoft Word, PowerPoint, Cold Calling, Supervisory Experience, Schedules, Recruiting, Customer Service, Hiring, Telephone Skills, Leadership Development, Time Management, Training, Leadership, Management, Merchandising, Microsoft Excel, Retail, Social Media, Visual Merchandising
Education
The Ohio State University 2006 — 2010
Bachelor's degree, Consumer and Family Financial Affairs
Jeff Geiger CIMA, CRPC Jeff Geiger CIMA, CRPC's Merrill Lynch Experience October 2005 - Present
Job Vice President, Senior Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
Skills
Retirement Planning
Education
The Ohio State University 1974 — 1978
Merrill Lynch October 2005 - Present
Skills
Retirement Planning
Education
The Ohio State University 1974 — 1978
Izumi Miyazaki, PMP's Merrill Lynch Experience April 2008 - September 2008
Job Project Manager
Industry Automotive
Experience
EFTEC December 2014 - Present
Howa USA Holdings, Inc April 2012 - November 2014
Abercrombie and Fitch June 2010 - May 2012
Wells Fargo June 2009 - June 2010
Fisher College of Business September 2008 - June 2009
Merrill Lynch April 2008 - September 2008
Skills
Project Management, Negotiation, Continuous Improvement, Salesforce.com, Sales, Cold Calling, Automotive, Account Management, Customer Satisfaction, Sales Management, PPAP, Six Sigma, Microsoft Office, Operational Cost..., Product Cost Analysis, SPSS, Cross-functional Team..., Customer Service, Microsoft Excel, Management, Leadership, Program Management, Process Improvement, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor of Science (B.S.), Business Administration, Marketing, 3.7/4.0
EFTEC December 2014 - Present
Howa USA Holdings, Inc April 2012 - November 2014
Abercrombie and Fitch June 2010 - May 2012
Wells Fargo June 2009 - June 2010
Fisher College of Business September 2008 - June 2009
Merrill Lynch April 2008 - September 2008
Skills
Project Management, Negotiation, Continuous Improvement, Salesforce.com, Sales, Cold Calling, Automotive, Account Management, Customer Satisfaction, Sales Management, PPAP, Six Sigma, Microsoft Office, Operational Cost..., Product Cost Analysis, SPSS, Cross-functional Team..., Customer Service, Microsoft Excel, Management, Leadership, Program Management, Process Improvement, Marketing
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2009
Bachelor of Science (B.S.), Business Administration, Marketing, 3.7/4.0
Marsha Nash's Merrill Lynch Experience 1992 - 1998
Job Specialty Care Pharmaceutical Sales (CNS) at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca August 2010 - Present
Eli Lilly and Company 2008 - 2010
Premier Designs 2002 - 2008
Merrill Lynch 1992 - 1998
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Sales, Sales Presentations, Rheumatology, Hospitals, Psychiatry, Hospital Sales, Microsoft Excel, Event Planning, Sales Management, Team Building, Account Management, Selling, Leadership, Healthcare, Sales Effectiveness, Cardiology, Product Launch
Education
The Ohio State University Fisher College of Business 1988 — 1992
BSBA, Finance, Real Estate
AstraZeneca August 2010 - Present
Eli Lilly and Company 2008 - 2010
Premier Designs 2002 - 2008
Merrill Lynch 1992 - 1998
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Sales, Sales Presentations, Rheumatology, Hospitals, Psychiatry, Hospital Sales, Microsoft Excel, Event Planning, Sales Management, Team Building, Account Management, Selling, Leadership, Healthcare, Sales Effectiveness, Cardiology, Product Launch
Education
The Ohio State University Fisher College of Business 1988 — 1992
BSBA, Finance, Real Estate
Andy Eckert Andy Eckert's Merrill Lynch Experience 1992 - 1999
Job National Sales Manager Light Art at 3form
Industry Plastics
Experience
LightArt December 2011 - Present
3form 2003 - 2010
Milliken & Company 2001 - 2003
Knoll 1999 - 2001
Merrill Lynch 1992 - 1999
Education
The Ohio State University 1988 — 1992
Bachelor of Arts (BA), Economics
IHHS
IHHS
IHHS
LightArt December 2011 - Present
3form 2003 - 2010
Milliken & Company 2001 - 2003
Knoll 1999 - 2001
Merrill Lynch 1992 - 1999
Education
The Ohio State University 1988 — 1992
Bachelor of Arts (BA), Economics
IHHS
IHHS
IHHS
Derek Ghia, CFP®'s Merrill Lynch Experience 2007 - 2007
Job Internal Sales Consultant Team Lead at Morningstar
Industry Investment Management
Experience
Morningstar Investment Services, Inc. 2014 - Present
Morningstar Investment Services, Inc. 2010 - 2014
New England Financial 2008 - 2010
Merrill Lynch 2007 - 2007
Skills
Mutual Funds, Certified Financial..., Investment Advisory, Investment Management, New Business Development, Series 7, Series 63, Series 65, Morningstar Direct, Sales, Asset Management, ETFs, Wealth Management..., Investment Strategies, Portfolio Management
Education
The Ohio State University
Morningstar Investment Services, Inc. 2014 - Present
Morningstar Investment Services, Inc. 2010 - 2014
New England Financial 2008 - 2010
Merrill Lynch 2007 - 2007
Skills
Mutual Funds, Certified Financial..., Investment Advisory, Investment Management, New Business Development, Series 7, Series 63, Series 65, Morningstar Direct, Sales, Asset Management, ETFs, Wealth Management..., Investment Strategies, Portfolio Management
Education
The Ohio State University
Kathleen Lach Kathleen Lach's Merrill Lynch Experience June 1999 - March 2008
Job First Vice President, Investments at UBS Wealth Management
Industry Financial Services
Experience
National Association of Women Business Owners (NAWBO) Columbus, OH April 2011 - Present
UBS Financial Services March 2008 - Present
Merrill Lynch June 1999 - March 2008
Huntington National Bank 1994 - 1999
Fifth Third Bank August 1988 - May 1994
Education
The Ohio State University 1985 — 1987
Master's Degree, Education
University of Notre Dame 1981 — 1985
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
Culver Summer Schools and Camps 1978 — 1980
Graduate of Summer program
Columbus School for Girls
College Prep
National Association of Women Business Owners (NAWBO) Columbus, OH April 2011 - Present
UBS Financial Services March 2008 - Present
Merrill Lynch June 1999 - March 2008
Huntington National Bank 1994 - 1999
Fifth Third Bank August 1988 - May 1994
Education
The Ohio State University 1985 — 1987
Master's Degree, Education
University of Notre Dame 1981 — 1985
Bachelor's Degree, Liberal Arts and Sciences, General Studies and Humanities
Culver Summer Schools and Camps 1978 — 1980
Graduate of Summer program
Columbus School for Girls
College Prep
David Ashe David Ashe's Merrill Lynch Experience June 1999 - June 2005
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2008 - Present
UBS Financial Services June 2005 - August 2008
Merrill Lynch June 1999 - June 2005
Skills
Finance, Financial Advisory, Retirement Planning, Investments, Retirement, Wealth Management, Series 7, Strategic Financial..., Estate Planning, Wealth, Asset Managment, Asset Allocation, Risk Managed Investment..., Helping to Maximize...
Education
The Ohio State University 1983 — 1987
BS, Finance
Wells Fargo Advisors, LLC September 2008 - Present
UBS Financial Services June 2005 - August 2008
Merrill Lynch June 1999 - June 2005
Skills
Finance, Financial Advisory, Retirement Planning, Investments, Retirement, Wealth Management, Series 7, Strategic Financial..., Estate Planning, Wealth, Asset Managment, Asset Allocation, Risk Managed Investment..., Helping to Maximize...
Education
The Ohio State University 1983 — 1987
BS, Finance
Alex Bishop Alex Bishop's Merrill Lynch Experience August 2007 - June 2008
Job Associate at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase July 2010 - Present
American Electric Power September 2008 - March 2009
Merrill Lynch August 2007 - June 2008
Skills
Financial Modeling, Microsoft Office, Valuation, Mortgage Banking, Finance, Portfolio Management, Entrepreneurship, Financial Analysis, Sales, Banking, Investments, Financial Reporting, Forecasting, Executive Management, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA with Honors, Finance, Entrepreneurship
JP Morgan Chase July 2010 - Present
American Electric Power September 2008 - March 2009
Merrill Lynch August 2007 - June 2008
Skills
Financial Modeling, Microsoft Office, Valuation, Mortgage Banking, Finance, Portfolio Management, Entrepreneurship, Financial Analysis, Sales, Banking, Investments, Financial Reporting, Forecasting, Executive Management, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BSBA with Honors, Finance, Entrepreneurship
Jonathan Diamond's Merrill Lynch Experience June 2011 - September 2011
Job Associate Account Manager at AppNexus
Industry Marketing and Advertising
Experience
AppNexus November 2014 - Present
Milenthal-DelGrosso, LLC March 2013 - November 2014
Chepri Interactive September 2012 - March 2013
Detail Wiz LLC June 2010 - June 2012
WeCookSocial LLC June 2011 - May 2012
Safe Auto Insurance Company January 2012 - March 2012
Merrill Lynch June 2011 - September 2011
Josh Mandel - Campaign for Ohio State Treasurer June 2010 - September 2010
Diamond's Men's Stores June 2008 - September 2009
Skills
Account Management, Campaign Management, Marketing, Social Media Marketing, Sales, Public Speaking, Microsoft Excel, PowerPoint, Management, Salesforce.com, Marketing Research, Content Marketing, Ad Networks, Social Media, Blogging, Microsoft Access, Wordpress, Eviews, Analytics, HTML5, Digital Marketing, GoToMeeting
Education
The Ohio State University 2009 — 2013
B.A, Economics, Entrepreneurship
Fuchs Mizrachi School 2004 — 2008
AppNexus November 2014 - Present
Milenthal-DelGrosso, LLC March 2013 - November 2014
Chepri Interactive September 2012 - March 2013
Detail Wiz LLC June 2010 - June 2012
WeCookSocial LLC June 2011 - May 2012
Safe Auto Insurance Company January 2012 - March 2012
Merrill Lynch June 2011 - September 2011
Josh Mandel - Campaign for Ohio State Treasurer June 2010 - September 2010
Diamond's Men's Stores June 2008 - September 2009
Skills
Account Management, Campaign Management, Marketing, Social Media Marketing, Sales, Public Speaking, Microsoft Excel, PowerPoint, Management, Salesforce.com, Marketing Research, Content Marketing, Ad Networks, Social Media, Blogging, Microsoft Access, Wordpress, Eviews, Analytics, HTML5, Digital Marketing, GoToMeeting
Education
The Ohio State University 2009 — 2013
B.A, Economics, Entrepreneurship
Fuchs Mizrachi School 2004 — 2008
Gianni Ferritto Gianni Ferritto's Merrill Lynch Experience January 2011 - June 2011
Job Commercial Banking Relationship Manager at KeyBank
Industry Banking
Experience
KeyBank December 2014 - Present
KeyBank July 2013 - December 2014
Fisher College of Business September 2009 - May 2013
Huntington National Bank June 2012 - August 2012
Merrill Lynch January 2011 - June 2011
Skills
Microsoft Excel, Financial Analysis, Credit, Accounting, Economics, Financial Modeling, Public Speaking
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Business Administration, Finance
KeyBank December 2014 - Present
KeyBank July 2013 - December 2014
Fisher College of Business September 2009 - May 2013
Huntington National Bank June 2012 - August 2012
Merrill Lynch January 2011 - June 2011
Skills
Microsoft Excel, Financial Analysis, Credit, Accounting, Economics, Financial Modeling, Public Speaking
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Nicholas Lincoln Nicholas Lincoln's Merrill Lynch Experience March 2009 - June 2009
Job AntiMoney Laundering Statistical Data Analyst at Citi
Industry Information Technology and Services
Experience
Citi October 2014 - Present
Leidos (formerly SAIC) April 2014 - October 2014
Leidos (formerly SAIC) June 2012 - April 2014
Freelance Music Composer and Sound Designer October 2011 - June 2012
Merrill Lynch March 2009 - June 2009
Skills
Data Analysis, Data Mining, Hyperion Interactive..., Hyperion EPM, Statistics, Business Intelligence, SQL, JavaScript, R, Data Science, Data Visualization, Machine Learning, Predictive Analytics, Python, HTML 5, d3.js, OBIEE, Microsoft Office, Cognos, Anti Money Laundering, SAS
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Economics
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), International Relations and National Security Studies
Citi October 2014 - Present
Leidos (formerly SAIC) April 2014 - October 2014
Leidos (formerly SAIC) June 2012 - April 2014
Freelance Music Composer and Sound Designer October 2011 - June 2012
Merrill Lynch March 2009 - June 2009
Skills
Data Analysis, Data Mining, Hyperion Interactive..., Hyperion EPM, Statistics, Business Intelligence, SQL, JavaScript, R, Data Science, Data Visualization, Machine Learning, Predictive Analytics, Python, HTML 5, d3.js, OBIEE, Microsoft Office, Cognos, Anti Money Laundering, SAS
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Economics
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), International Relations and National Security Studies
Seth Leiderman Seth Leiderman's Merrill Lynch Experience October 1999 - October 2002
Job Vice President Leasing, RXR Realty
Industry Real Estate
Experience
RXR Realty March 2013 - Present
Colliers International June 2010 - March 2013
Sutton & Edwards, Inc November 2002 - July 2010
Merrill Lynch October 1999 - October 2002
Herzog Heine Geduld April 1999 - October 2001
Skills
Lease Administration, Leasing, Real Estate, Lease Negotiations, Law Firms, Leases, Brokerage, Asset Managment, Due Diligence, Property Management, Real Estate Transactions, Commercial Real Estate, Disposition, Investment Properties, Real Estate Economics, Portfolio Management, Contract Negotiation, Location Intelligence, Negotiation
Education
The Ohio State University 1993 — 1996
BA, History
RXR Realty March 2013 - Present
Colliers International June 2010 - March 2013
Sutton & Edwards, Inc November 2002 - July 2010
Merrill Lynch October 1999 - October 2002
Herzog Heine Geduld April 1999 - October 2001
Skills
Lease Administration, Leasing, Real Estate, Lease Negotiations, Law Firms, Leases, Brokerage, Asset Managment, Due Diligence, Property Management, Real Estate Transactions, Commercial Real Estate, Disposition, Investment Properties, Real Estate Economics, Portfolio Management, Contract Negotiation, Location Intelligence, Negotiation
Education
The Ohio State University 1993 — 1996
BA, History
Martin Fay Martin Fay's Merrill Lynch Experience April 2011 - Present
Job VP Wealth Management Banking at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Fifth Third Bancorp October 2009 - April 2011
Citi October 2005 - May 2007
CitiGroup Citimortgage 2005 - 2007
Continental Mortgage 1994 - 2001
Skills
Credit, Mortgage, Banking, Securities, Loans, Mortgage Lending, Conventional, Refinance, Series 7, VA, FHA, Wealth Management, Series 63, Private Banking, Investments, Risk Management, Commercial Lending, Financial Services, Finance, Portfolio Management, Credit Analysis, Strategic Financial...
Education
The Ohio State University 1982 — 1985
Accounting/Finance
Merrill Lynch April 2011 - Present
Fifth Third Bancorp October 2009 - April 2011
Citi October 2005 - May 2007
CitiGroup Citimortgage 2005 - 2007
Continental Mortgage 1994 - 2001
Skills
Credit, Mortgage, Banking, Securities, Loans, Mortgage Lending, Conventional, Refinance, Series 7, VA, FHA, Wealth Management, Series 63, Private Banking, Investments, Risk Management, Commercial Lending, Financial Services, Finance, Portfolio Management, Credit Analysis, Strategic Financial...
Education
The Ohio State University 1982 — 1985
Accounting/Finance
Jonathan Felix's Merrill Lynch Experience February 2003 - June 2003
Job Manager (Strategy & Operations) at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2011 - Present
University of Texas at Austin August 2009 - May 2011
Deloitte Consulting June 2010 - August 2010
Deloitte Consulting August 2005 - May 2009
WOW Global Corporation February 2004 - February 2005
Circone + Associates October 2003 - February 2004
Northwestern Mutual June 2003 - October 2003
Merrill Lynch February 2003 - June 2003
Coca-Cola Bottling Company United September 2002 - February 2003
Skills
Strategy, Management Consulting, Strategic Planning, Management, Recruiting, Budgets, Finance, Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, General Management
The Ohio State University Fisher College of Business 2000 — 2005
BBA, Marketing & Finance
Deloitte Consulting September 2011 - Present
University of Texas at Austin August 2009 - May 2011
Deloitte Consulting June 2010 - August 2010
Deloitte Consulting August 2005 - May 2009
WOW Global Corporation February 2004 - February 2005
Circone + Associates October 2003 - February 2004
Northwestern Mutual June 2003 - October 2003
Merrill Lynch February 2003 - June 2003
Coca-Cola Bottling Company United September 2002 - February 2003
Skills
Strategy, Management Consulting, Strategic Planning, Management, Recruiting, Budgets, Finance, Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, General Management
The Ohio State University Fisher College of Business 2000 — 2005
BBA, Marketing & Finance
Julie Wander Julie Wander's Merrill Lynch Experience January 1993 - January 1995
Job AVP Supervision Analyst at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities June 2014 - Present
JPMorgan Securities December 2012 - June 2014
Chase Investment Services Corporation December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK February 2008 - August 2009
Fifth Third Securities January 2004 - February 2008
J P Morgan Chase (formerly Bank One) August 2001 - December 2003
JP Morgan Chase (formerly Bank One) January 2000 - August 2001
JP Morgan Chase (formerly Bank One) January 1998 - January 2000
Merrill Lynch January 1993 - January 1995
Education
The Ohio State University 1989 — 1993
B.S. Business Administration, Marketing
JP Morgan Securities June 2014 - Present
JPMorgan Securities December 2012 - June 2014
Chase Investment Services Corporation December 2009 - December 2012
WELLS FARGO ADVISORS FINANCIAL NETWORK February 2008 - August 2009
Fifth Third Securities January 2004 - February 2008
J P Morgan Chase (formerly Bank One) August 2001 - December 2003
JP Morgan Chase (formerly Bank One) January 2000 - August 2001
JP Morgan Chase (formerly Bank One) January 1998 - January 2000
Merrill Lynch January 1993 - January 1995
Education
The Ohio State University 1989 — 1993
B.S. Business Administration, Marketing
Jason Pokorny, CRPC® Jason Pokorny, CRPC®'s Merrill Lynch Experience February 2004 - January 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Morgan Stanley Wealth Management January 2009 - May 2013
Merrill Lynch February 2004 - January 2009
Charles Schwab - Schwab Capital Markets 1996 - 2003
Skills
Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Investments, Retirement Planning, Pensions, Estate Planning, Wealth Preservation..., Retirement Income..., 401k Rollovers, Alternative Investments, Life Insurance, Succession Planning, Securities, Equities, Finance, Capital Markets, ETFs, Wealth, Equity Trading, Financial Services, Financial Planning, Retirement and Income..., Business Retirement..., Business Succession..., Fixed Annuities, 401k, Wealth Management..., Bonds, Wealth Management
Education
The Ohio State University 1990 — 1994
BA, communication, finance
The Ohio State University 1990 — 1994
Wells Fargo Advisors May 2013 - Present
Morgan Stanley Wealth Management January 2009 - May 2013
Merrill Lynch February 2004 - January 2009
Charles Schwab - Schwab Capital Markets 1996 - 2003
Skills
Mutual Funds, Asset Allocation, Financial Advisory, Retirement, Investments, Retirement Planning, Pensions, Estate Planning, Wealth Preservation..., Retirement Income..., 401k Rollovers, Alternative Investments, Life Insurance, Succession Planning, Securities, Equities, Finance, Capital Markets, ETFs, Wealth, Equity Trading, Financial Services, Financial Planning, Retirement and Income..., Business Retirement..., Business Succession..., Fixed Annuities, 401k, Wealth Management..., Bonds, Wealth Management
Education
The Ohio State University 1990 — 1994
BA, communication, finance
The Ohio State University 1990 — 1994
Grant Sims Grant Sims's Merrill Lynch Experience June 2011 - December 2011
Job Munn Wealth Management
Industry Financial Services
Experience
Munn Wealth Management StudentThe Ohio State UniversitySeptember 2009 - May 2013
Diamond Hill Investments June 2012 - August 2012
Financial Services Industry Cluster Program September 2011 - June 2012
Sims Lawn and Landscape April 2006 - January 2012
Merrill Lynch June 2011 - December 2011
Munn Wealth Management & Camelot Portfolios June 2011 - September 2011
ProMedica Health System June 2010 - September 2010
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BSBA Finance, Business Finance and Entrepreneurship
Munn Wealth Management StudentThe Ohio State UniversitySeptember 2009 - May 2013
Diamond Hill Investments June 2012 - August 2012
Financial Services Industry Cluster Program September 2011 - June 2012
Sims Lawn and Landscape April 2006 - January 2012
Merrill Lynch June 2011 - December 2011
Munn Wealth Management & Camelot Portfolios June 2011 - September 2011
ProMedica Health System June 2010 - September 2010
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BSBA Finance, Business Finance and Entrepreneurship
Clint Minnear Clint Minnear's Merrill Lynch Experience March 2006 - December 2006
Job Director, Product Management at MasterCard
Industry Information Technology and Services
Experience
MasterCard July 2014 - Present
MasterCard July 2011 - Present
Express Scripts December 2008 - December 2010
Express Scripts December 2008 - December 2010
THE OHIO ARMY NATIONAL GUARD March 2002 - March 2010
the stovey co January 2007 - September 2008
Merrill Lynch March 2006 - December 2006
Skills
Analysis, Management, Budgets, Data Analysis, Access, Process Improvement, Business Analysis, Visio, Forecasting, Microsoft Excel, Finance, Cross-functional Team..., Risk Management, PowerPoint, Project Management
Education
The Ohio State University 2001 — 2006
Bachelors, Strategic Communication
The Ohio State University 2001 — 2006
Bachelor of Arts, Strategic Communication
MasterCard July 2014 - Present
MasterCard July 2011 - Present
Express Scripts December 2008 - December 2010
Express Scripts December 2008 - December 2010
THE OHIO ARMY NATIONAL GUARD March 2002 - March 2010
the stovey co January 2007 - September 2008
Merrill Lynch March 2006 - December 2006
Skills
Analysis, Management, Budgets, Data Analysis, Access, Process Improvement, Business Analysis, Visio, Forecasting, Microsoft Excel, Finance, Cross-functional Team..., Risk Management, PowerPoint, Project Management
Education
The Ohio State University 2001 — 2006
Bachelors, Strategic Communication
The Ohio State University 2001 — 2006
Bachelor of Arts, Strategic Communication
Brian Mathews Brian Mathews's Merrill Lynch Experience December 2011 - May 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Ross, Sinclaire & Associates, LLC May 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Merrill Lynch December 2011 - May 2012
Skills
Debt Financing, Financial Modeling, Valuation, Bloomberg
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Centerville High School 2007 — 2010
Morgan Stanley June 2014 - Present
Ross, Sinclaire & Associates, LLC May 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Merrill Lynch December 2011 - May 2012
Skills
Debt Financing, Financial Modeling, Valuation, Bloomberg
Education
The Ohio State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Centerville High School 2007 — 2010
Russ Howard Russ Howard's Merrill Lynch Experience 1999 - 2005
Job Owner & Wealth Advisor at Redwood Financial Network Corp. in the Greater Cleveland Area
Industry Financial Services
Experience
Redwood Financial Network 2005 - Present
Legacy Private Wealth Management Corp 2005 - 2012
Merrill Lynch 1999 - 2005
Advanced Lighting Technologies 1995 - 1999
Skills
Financial Planners, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, 401k, Securities, Asset Allocation, Wealth Management, Investment Strategies, Accounting, Certified Financial..., Investments, Mutual Funds, Financial Advisory, Portfolio Management, Asset Managment, Finance, Retirement, Alternative Investments, Series 63, Series 65
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1993
BSBA, Accounting
University of Toledo 1986 — 1990
Accounting
Redwood Financial Network 2005 - Present
Legacy Private Wealth Management Corp 2005 - 2012
Merrill Lynch 1999 - 2005
Advanced Lighting Technologies 1995 - 1999
Skills
Financial Planners, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, 401k, Securities, Asset Allocation, Wealth Management, Investment Strategies, Accounting, Certified Financial..., Investments, Mutual Funds, Financial Advisory, Portfolio Management, Asset Managment, Finance, Retirement, Alternative Investments, Series 63, Series 65
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1993
BSBA, Accounting
University of Toledo 1986 — 1990
Accounting
Gary Medley, CFP®'s Merrill Lynch Experience 1983 - 1984
Job President at Medley Advisory, LLC
Industry Financial Services
Experience
Financial Planning Association of SW Florida January 2015 - Present
Medley Advisory, LLC December 2009 - Present
Medley Advisory, LLC May 2009 - Present
Financial Planning Association of SW Florida January 2014 - December 2014
Fifth Third Bank October 2007 - February 2009
Wachovia Securities, LLC 2004 - 2005
Prudential Securities June 1999 - November 2001
Wells Fargo 1997 - 1999
EF Hutton 1984 - 1990
Merrill Lynch 1983 - 1984
Skills
Asset Management, Wealth Management, 401k, Annuities, Investments, Financial Planning, Financial Modeling, Risk Assessment, Strategic Financial..., Asset Managment, Series 7, Retirement Planning, Securities, Fixed Annuities
Education
University of Michigan 1979 — 1982
BSA, Finance & Economics
The Ohio State University 1977 — 1978
General Studies
Westland HS 1970 — 1973
Financial Planning Association of SW Florida January 2015 - Present
Medley Advisory, LLC December 2009 - Present
Medley Advisory, LLC May 2009 - Present
Financial Planning Association of SW Florida January 2014 - December 2014
Fifth Third Bank October 2007 - February 2009
Wachovia Securities, LLC 2004 - 2005
Prudential Securities June 1999 - November 2001
Wells Fargo 1997 - 1999
EF Hutton 1984 - 1990
Merrill Lynch 1983 - 1984
Skills
Asset Management, Wealth Management, 401k, Annuities, Investments, Financial Planning, Financial Modeling, Risk Assessment, Strategic Financial..., Asset Managment, Series 7, Retirement Planning, Securities, Fixed Annuities
Education
University of Michigan 1979 — 1982
BSA, Finance & Economics
The Ohio State University 1977 — 1978
General Studies
Westland HS 1970 — 1973
Theresa Slaminko Theresa Slaminko's Merrill Lynch Experience February 2009 - June 2009
Job HCM Manager at The Ohio Department of Taxation
Industry Human Resources
Experience
The Ohio Department of Taxation February 2013 - Present
State of Ohio September 2011 - February 2013
Wireless June 2011 - September 2011
Pomegranate November 2009 - June 2011
Barney Group April 2010 - September 2010
Mad Mex June 2007 - March 2010
Merrill Lynch February 2009 - June 2009
Skills
Deferred Compensation
Education
The Ohio State University Fisher College of Business 2009 — 2011
Master, Labor and Human Resources
The Ohio State University 2004 — 2009
BS, Economics, Zoology
The Ohio State University
Bachelor of Science, Zoology
The Ohio Department of Taxation February 2013 - Present
State of Ohio September 2011 - February 2013
Wireless June 2011 - September 2011
Pomegranate November 2009 - June 2011
Barney Group April 2010 - September 2010
Mad Mex June 2007 - March 2010
Merrill Lynch February 2009 - June 2009
Skills
Deferred Compensation
Education
The Ohio State University Fisher College of Business 2009 — 2011
Master, Labor and Human Resources
The Ohio State University 2004 — 2009
BS, Economics, Zoology
The Ohio State University
Bachelor of Science, Zoology
Rachel Luehrmann Rachel Luehrmann's Merrill Lynch Experience 1993 - 1995
Job Regional Group Director, Small Business, Southeast at ADT Security Services
Industry Security and Investigations
Experience
ADT Security Services May 2010 - Present
Brinks Home Security 1999 - July 2010
Automobile Club of Southern California 1995 - 1998
Merrill Lynch 1993 - 1995
Honeywell Home & Building Controls 1987 - 1993
Skills
Alarm Systems, Video Analytics, CCTV, Access Control, Security Management, Security Operations, Executive Protection, Account Management, Sales Process, New Business Development, Team Building, B2B, Sales Presentations, Lead Generation, Fire Alarm, Direct Sales, Video over IP, Fire Protection, Sales, IP Cameras, Sales Management, Security, Corporate Security, Life Safety, Customer Retention, Sales Operations, Biometrics, Leadership, Loss Prevention, Physical Security, Team Leadership, Surveillance, Customer Satisfaction, Training, Management, Business Development, Income Statement, Operations Management, Cold Calling, Solution Selling, IPS, Key Account Management, P&L, P&L Management, Intrusion Detection, Salesforce.com, Security Audits, Protection, Selling, Security+
Education
The Ohio State University 1982 — 1987
BSBA, Marketing
Sycamore High School
ADT Security Services May 2010 - Present
Brinks Home Security 1999 - July 2010
Automobile Club of Southern California 1995 - 1998
Merrill Lynch 1993 - 1995
Honeywell Home & Building Controls 1987 - 1993
Skills
Alarm Systems, Video Analytics, CCTV, Access Control, Security Management, Security Operations, Executive Protection, Account Management, Sales Process, New Business Development, Team Building, B2B, Sales Presentations, Lead Generation, Fire Alarm, Direct Sales, Video over IP, Fire Protection, Sales, IP Cameras, Sales Management, Security, Corporate Security, Life Safety, Customer Retention, Sales Operations, Biometrics, Leadership, Loss Prevention, Physical Security, Team Leadership, Surveillance, Customer Satisfaction, Training, Management, Business Development, Income Statement, Operations Management, Cold Calling, Solution Selling, IPS, Key Account Management, P&L, P&L Management, Intrusion Detection, Salesforce.com, Security Audits, Protection, Selling, Security+
Education
The Ohio State University 1982 — 1987
BSBA, Marketing
Sycamore High School
Ian W. McLeod's Merrill Lynch Experience June 2007 - August 2007
Job FX Sales & Trading Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2010 - Present
UBS Investment Bank June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
FX Options, FX trading, FX Hedging, Fixed Income, Emerging Markets, Series 7, Series 63, Equities, Investments, Financial Modeling, Valuation, Equity Research, Finance, Bloomberg, Trading, Derivatives, Options, Financial Markets, Foreign Exchange, Structured Products
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Business, Finance & Economics
UBS Investment Bank July 2010 - Present
UBS Investment Bank June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
FX Options, FX trading, FX Hedging, Fixed Income, Emerging Markets, Series 7, Series 63, Equities, Investments, Financial Modeling, Valuation, Equity Research, Finance, Bloomberg, Trading, Derivatives, Options, Financial Markets, Foreign Exchange, Structured Products
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Business, Finance & Economics
Lisa Dawson Lisa Dawson's Merrill Lynch Experience June 2007 - September 2007
Job Scentsy Independent Consultant at Scentsy, Inc.
Industry Executive Office
Experience
Scentsy, Inc. August 2011 - Present
Enterprise Rent-A-Car April 2011 - December 2012
Progressive Insurance June 2009 - April 2011
Exel November 2007 - March 2009
Discount Drug Mart March 2004 - November 2007
Merrill Lynch June 2007 - September 2007
Skills
Insurance, Risk Management, Budgets, Customer Service, CRM, Analysis, Management, Accounts Payable, Invoicing, Claim, Project Planning, General Ledger, Outlook, Process Improvement, Finance
Education
The Ohio State University Fisher College of Business 2003 — 2009
B.S. Bus. Adm., Finance
Scentsy, Inc. August 2011 - Present
Enterprise Rent-A-Car April 2011 - December 2012
Progressive Insurance June 2009 - April 2011
Exel November 2007 - March 2009
Discount Drug Mart March 2004 - November 2007
Merrill Lynch June 2007 - September 2007
Skills
Insurance, Risk Management, Budgets, Customer Service, CRM, Analysis, Management, Accounts Payable, Invoicing, Claim, Project Planning, General Ledger, Outlook, Process Improvement, Finance
Education
The Ohio State University Fisher College of Business 2003 — 2009
B.S. Bus. Adm., Finance
RoShawn Winburn, MBA RoShawn Winburn, MBA's Merrill Lynch Experience December 2006 - December 2008
Job Business & Technical Assistance Administrator at City of Dayton
Industry Management Consulting
Experience
Aspyre Advisors, LLC. December 2008 - Present
City of Dayton February 2015 - Present
City of Dayton August 2012 - February 2015
Sunbelt Business Brokers and M&A Advisors July 2012 - August 2013
City of Huber Heights Ohio December 2008 - December 2009
Merrill Lynch December 2006 - December 2008
Weingarten & Winburn, LLC April 2005 - December 2006
Smith Barney August 2000 - April 2005
USAF/Ohio Air National Guard March 1992 - March 2000
Skills
Strategy, Entrepreneurship, Leadership, Investments, Small Business, Start-ups, Management, Strategic Planning, Finance, Business Development, Program Management, Financial Analysis, Retirement Planning, Mergers & Acquisitions, New Business Development, Sales, Retirement, Alternative Investments, Strategic Financial..., Venture Capital, Wealth Management, Business Strategy, Financial Services, Management Consulting, Portfolio Management, Business Planning
Education
Wright State University 2006 — 2009
MBA, Management
Wright State University 1994 — 1997
BS, Financial Services
The Ohio State University 1992 — 1994
Business/Corporate Communications
Chaminade Jullienne HS 1988 — 1992
Diploma
Aspyre Advisors, LLC. December 2008 - Present
City of Dayton February 2015 - Present
City of Dayton August 2012 - February 2015
Sunbelt Business Brokers and M&A Advisors July 2012 - August 2013
City of Huber Heights Ohio December 2008 - December 2009
Merrill Lynch December 2006 - December 2008
Weingarten & Winburn, LLC April 2005 - December 2006
Smith Barney August 2000 - April 2005
USAF/Ohio Air National Guard March 1992 - March 2000
Skills
Strategy, Entrepreneurship, Leadership, Investments, Small Business, Start-ups, Management, Strategic Planning, Finance, Business Development, Program Management, Financial Analysis, Retirement Planning, Mergers & Acquisitions, New Business Development, Sales, Retirement, Alternative Investments, Strategic Financial..., Venture Capital, Wealth Management, Business Strategy, Financial Services, Management Consulting, Portfolio Management, Business Planning
Education
Wright State University 2006 — 2009
MBA, Management
Wright State University 1994 — 1997
BS, Financial Services
The Ohio State University 1992 — 1994
Business/Corporate Communications
Chaminade Jullienne HS 1988 — 1992
Diploma
Michael Dierkes Michael Dierkes's Merrill Lynch Experience December 2010 - May 2011
Job Strategy & Operations Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting August 2015 - Present
Deloitte Consulting August 2013 - July 2015
Nestle USA June 2012 - August 2012
GE June 2011 - September 2011
Merrill Lynch December 2010 - May 2011
General Re - New England Asset Management June 2010 - August 2010
Skills
Communication, Analysis, Event Planning, Finance, Strategy, Negotiation, Procurement, Research, Data Analysis, Microsoft Excel, Leadership, Economics, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Business Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance, Economics
Deloitte Consulting August 2015 - Present
Deloitte Consulting August 2013 - July 2015
Nestle USA June 2012 - August 2012
GE June 2011 - September 2011
Merrill Lynch December 2010 - May 2011
General Re - New England Asset Management June 2010 - August 2010
Skills
Communication, Analysis, Event Planning, Finance, Strategy, Negotiation, Procurement, Research, Data Analysis, Microsoft Excel, Leadership, Economics, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Business Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance, Economics
Stephanie Mitchell, MBA's Merrill Lynch Experience January 2003 - March 2004
Job Senior Brand Manager Rubbermaid Commercial Products
Industry Consumer Goods
Experience
Newell Rubbermaid May 2015 - Present
Newell Rubbermaid August 2013 - May 2015
Newell Rubbermaid February 2012 - August 2013
Newell Rubbermaid May 2010 - March 2012
Newell Rubbermaid January 2009 - May 2010
Newell Rubbermaid August 2007 - January 2009
Newell Rubbermaid June 2006 - July 2007
The Coca-Cola Company May 2005 - August 2005
Merrill Lynch January 2003 - March 2004
Skills
Product Marketing, Cross-functional Team..., Product Development, Management, Project Management, Leadership, Go-to-market Strategy, Consumer Products, Sales, Competitive Analysis, Marketing Management, Pricing, Brand Management, Product Management, Pricing Strategy, Forecasting, Customer Insight, Product Innovation, Marketing Strategy, Market Planning, Product Launch, Multi-channel Marketing, Segmentation, Market Analysis, Market Research
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master of Business Administration (MBA), International Business
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Newell Rubbermaid May 2015 - Present
Newell Rubbermaid August 2013 - May 2015
Newell Rubbermaid February 2012 - August 2013
Newell Rubbermaid May 2010 - March 2012
Newell Rubbermaid January 2009 - May 2010
Newell Rubbermaid August 2007 - January 2009
Newell Rubbermaid June 2006 - July 2007
The Coca-Cola Company May 2005 - August 2005
Merrill Lynch January 2003 - March 2004
Skills
Product Marketing, Cross-functional Team..., Product Development, Management, Project Management, Leadership, Go-to-market Strategy, Consumer Products, Sales, Competitive Analysis, Marketing Management, Pricing, Brand Management, Product Management, Pricing Strategy, Forecasting, Customer Insight, Product Innovation, Marketing Strategy, Market Planning, Product Launch, Multi-channel Marketing, Segmentation, Market Analysis, Market Research
Education
University of South Carolina - The Moore School of Business 2013 — 2014
Master of Business Administration (MBA), International Business
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Jonathan Grossman Jonathan Grossman's Merrill Lynch Experience June 2011 - December 2011
Job Corporate Banking Senior Associate
Industry Banking
Experience
PNC August 2012 - August 2015
Merrill Lynch June 2011 - December 2011
Jonathan H. Green & Associates P.A. June 2009 - August 2009
Continental Real Estate Companies June 2008 - August 2008
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Underwriting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Valuation, Research, Economics, English, Credit Risk, Credit, KYC, Pitch Books
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, Finance, 3.7
Gulliver Preparatory School 2004 — 2008
PNC August 2012 - August 2015
Merrill Lynch June 2011 - December 2011
Jonathan H. Green & Associates P.A. June 2009 - August 2009
Continental Real Estate Companies June 2008 - August 2008
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Underwriting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Valuation, Research, Economics, English, Credit Risk, Credit, KYC, Pitch Books
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, Finance, 3.7
Gulliver Preparatory School 2004 — 2008
Robert Bouve Robert Bouve's Merrill Lynch Experience 2004 - 2009
Job Bringing Increased Leverage & Tax Efficiency to Your Charitable Giving.
Industry Financial Services
Experience
The Eleos Group 2014 - Present
Lincoln Financial Advisors June 2010 - 2014
Merrill Lynch 2004 - 2009
Banc One Capital Markets 1997 - 2004
Skills
Investments, Securities, Insurance, Retirement, Wealth Management, Small Business, High Net Worth..., Entrepreneurship, Capital Markets, Succession Planning, Cash Management, Management, Asset Protection, Financial Goals, Retirement Planning, Estate Planning, Wealth
Education
The Ohio State University
Bachelor's Degree, FINANCE
The Eleos Group 2014 - Present
Lincoln Financial Advisors June 2010 - 2014
Merrill Lynch 2004 - 2009
Banc One Capital Markets 1997 - 2004
Skills
Investments, Securities, Insurance, Retirement, Wealth Management, Small Business, High Net Worth..., Entrepreneurship, Capital Markets, Succession Planning, Cash Management, Management, Asset Protection, Financial Goals, Retirement Planning, Estate Planning, Wealth
Education
The Ohio State University
Bachelor's Degree, FINANCE
Richard Weisberg, CRPS's Merrill Lynch Experience 1995 - March 2008
Job Retirement Plan Consultant & Financial Advisor at UBS
Industry Financial Services
Experience
UBS March 2008 - Present
Merrill Lynch 1995 - March 2008
Education
The Ohio State University 1992 — 1997
B.S., Agricultural Economics
UBS March 2008 - Present
Merrill Lynch 1995 - March 2008
Education
The Ohio State University 1992 — 1997
B.S., Agricultural Economics
Siaw Jiun (Gloria) Wong Siaw Jiun (Gloria) Wong's Merrill Lynch Experience October 2006 - March 2007
Job Financial Analyst at IBM
Industry Computer Software
Experience
The Scotts Miracle-Gro Company July 2015 - Present
IBM October 2010 - July 2015
Sterling Commerce, an IBM Company October 2008 - October 2010
Sterling Commerce, an IBM Company June 2008 - August 2008
The Walt Disney Company June 2007 - January 2008
Nationwide Insurance March 2007 - June 2007
Merrill Lynch October 2006 - March 2007
Skills
Account Reconciliation, Accounting, Analysis, Analytics, Budgets, Data Analysis, Finance, Financial Analysis, Forecasting, PeopleSoft
Education
The Ohio State University Fisher College of Business 2005 — 2008
Bachelor's of Science in Business Administration, Finance and Accounting
Taylor's College - American Degree Program (ADP) 2004 — 2005
Certificate of Completion - Freshmen and Sophomore, Business
The Scotts Miracle-Gro Company July 2015 - Present
IBM October 2010 - July 2015
Sterling Commerce, an IBM Company October 2008 - October 2010
Sterling Commerce, an IBM Company June 2008 - August 2008
The Walt Disney Company June 2007 - January 2008
Nationwide Insurance March 2007 - June 2007
Merrill Lynch October 2006 - March 2007
Skills
Account Reconciliation, Accounting, Analysis, Analytics, Budgets, Data Analysis, Finance, Financial Analysis, Forecasting, PeopleSoft
Education
The Ohio State University Fisher College of Business 2005 — 2008
Bachelor's of Science in Business Administration, Finance and Accounting
Taylor's College - American Degree Program (ADP) 2004 — 2005
Certificate of Completion - Freshmen and Sophomore, Business
Douglas Jankey Douglas Jankey's Merrill Lynch Experience March 2004 - September 2007
Job at LiquidPoint LLC
Industry Capital Markets
Experience
LiquidPoint LLC 2009 - Present
Magnetar Capital LLC October 2007 - September 2008
Merrill Lynch March 2004 - September 2007
Archipelago 2004 - 2007
ArcaEX March 2004 - March 2006
Knight Capital Markets LLC August 1998 - April 2002
Cooper Energy Services 1989 - 1993
Education
The Ohio State University 1992 — 1995
LiquidPoint LLC 2009 - Present
Magnetar Capital LLC October 2007 - September 2008
Merrill Lynch March 2004 - September 2007
Archipelago 2004 - 2007
ArcaEX March 2004 - March 2006
Knight Capital Markets LLC August 1998 - April 2002
Cooper Energy Services 1989 - 1993
Education
The Ohio State University 1992 — 1995
Betty Young's Merrill Lynch Experience September 2007 - December 2007
Job Beneficiary Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
The Vanguard Group June 2011 - August 2013
Vanguard March 2010 - June 2011
Summit Financial Strategies, Inc. June 2008 - October 2009
Summit Financial Strategies, Inc. January 2008 - June 2008
Merrill Lynch September 2007 - December 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Asset Managment, Estate Planning, Mutual Funds, Portfolio Management, Finance, Investment Management, Business Process, Asset Management, Asset Allocation, Retirement, Series 6, FINRA, Financial Planning
Education
The Univeristy of Phoenix 2010 — 2012
MBA
College for Financial Planning 2008 — 2010
CFP® Certification Professional Education Program
The Ohio State University 2004 — 2008
BS, Family Financial Management & Economics
Vanguard August 2013 - Present
The Vanguard Group June 2011 - August 2013
Vanguard March 2010 - June 2011
Summit Financial Strategies, Inc. June 2008 - October 2009
Summit Financial Strategies, Inc. January 2008 - June 2008
Merrill Lynch September 2007 - December 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Asset Managment, Estate Planning, Mutual Funds, Portfolio Management, Finance, Investment Management, Business Process, Asset Management, Asset Allocation, Retirement, Series 6, FINRA, Financial Planning
Education
The Univeristy of Phoenix 2010 — 2012
MBA
College for Financial Planning 2008 — 2010
CFP® Certification Professional Education Program
The Ohio State University 2004 — 2008
BS, Family Financial Management & Economics
Josh Bokor Josh Bokor's Merrill Lynch Experience May 2012 - August 2012
Job Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch July 2014 - February 2015
Bank of America Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
YWCA Columbus December 2005 - May 2012
Skills
Bloomberg, Financial Modeling, PowerPoint, Private Banking, Financial Analysis, Banking, Asset Management, Credit, Wealth Management, Microsoft Excel, Finance
Education
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
The Ohio State University 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch July 2014 - February 2015
Bank of America Merrill Lynch May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
YWCA Columbus December 2005 - May 2012
Skills
Bloomberg, Financial Modeling, PowerPoint, Private Banking, Financial Analysis, Banking, Asset Management, Credit, Wealth Management, Microsoft Excel, Finance
Education
Emory University - Goizueta Business School 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
The Ohio State University 2010 — 2011
Bachelor of Business Administration (BBA), Finance, General
Joshua Carter Joshua Carter's Merrill Lynch Experience June 2008 - August 2008
Job Senior Associate at Harvest Partners
Industry Venture Capital & Private Equity
Experience
Harvest Partners June 2015 - Present
Lionsgate June 2014 - August 2014
Apax Partners August 2011 - July 2013
Bank of America Merrill Lynch August 2009 - August 2011
Merrill Lynch June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Ohio State University 2005 — 2009
BSBA, Finance, Magna Cum Laude
Harvest Partners June 2015 - Present
Lionsgate June 2014 - August 2014
Apax Partners August 2011 - July 2013
Bank of America Merrill Lynch August 2009 - August 2011
Merrill Lynch June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Ohio State University 2005 — 2009
BSBA, Finance, Magna Cum Laude
Zachary Stern's Merrill Lynch Experience June 2011 - September 2011
Job Account Executive at YCharts
Industry Financial Services
Experience
YCharts June 2015 - Present
YCharts December 2014 - June 2015
YCharts April 2014 - November 2014
Ford Motor Credit Company June 2013 - April 2014
Ford Motor Company June 2012 - August 2012
Merrill Lynch June 2011 - September 2011
Skills
Investments, Sales, Microsoft Excel, Equities, Financial Modeling, Capital Markets, Valuation, Headcount Management, Variance Analysis, Budgets, Analytics, Business Development, Pricing, PowerPoint, Microsoft Word, Microsoft Office
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Business Administration, Finance
The Ohio State University Fisher College of Business
YCharts June 2015 - Present
YCharts December 2014 - June 2015
YCharts April 2014 - November 2014
Ford Motor Credit Company June 2013 - April 2014
Ford Motor Company June 2012 - August 2012
Merrill Lynch June 2011 - September 2011
Skills
Investments, Sales, Microsoft Excel, Equities, Financial Modeling, Capital Markets, Valuation, Headcount Management, Variance Analysis, Budgets, Analytics, Business Development, Pricing, PowerPoint, Microsoft Word, Microsoft Office
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Business Administration, Finance
The Ohio State University Fisher College of Business
Lauren Hartman Lauren Hartman's Merrill Lynch Experience March 2007 - August 2007
Job Director of Account Management at Marketing Works
Industry Marketing and Advertising
Experience
Marketing Works April 2015 - Present
Marketing Works April 2014 - Present
The Word & Brown Companies February 2011 - March 2014
3v07 Medical Advertising August 2013 - November 2013
The Word & Brown Companies October 2009 - February 2011
The Word & Brown Companies 2008 - 2009
Merrill Lynch March 2007 - August 2007
Skills
Marketing Communications, Marketing Strategy, Email Marketing, Marketing, Insurance, Segmentation, Digital Media, Project Management, Digital Marketing, Public Relations, Direct Marketing, Management, Customer Service, Online Advertising, Product Marketing, Advertising, Account Management, Sales, Social Media Marketing, Strategy, B2B Marketing, Budgets, Marketing Research, Social Media, Strategic Planning, Project Planning, Market Research, Copywriting
Education
The Ohio State University 2003 — 2007
Bachelor of Arts, Strategic Communications
Marketing Works April 2015 - Present
Marketing Works April 2014 - Present
The Word & Brown Companies February 2011 - March 2014
3v07 Medical Advertising August 2013 - November 2013
The Word & Brown Companies October 2009 - February 2011
The Word & Brown Companies 2008 - 2009
Merrill Lynch March 2007 - August 2007
Skills
Marketing Communications, Marketing Strategy, Email Marketing, Marketing, Insurance, Segmentation, Digital Media, Project Management, Digital Marketing, Public Relations, Direct Marketing, Management, Customer Service, Online Advertising, Product Marketing, Advertising, Account Management, Sales, Social Media Marketing, Strategy, B2B Marketing, Budgets, Marketing Research, Social Media, Strategic Planning, Project Planning, Market Research, Copywriting
Education
The Ohio State University 2003 — 2007
Bachelor of Arts, Strategic Communications
Angela Guido Angela Guido's Merrill Lynch Experience April 2011 - April 2012
Job Assurance Staff at Ernst & Young LLP
Industry Accounting
Experience
EY April 2014 - Present
Johnson & Johnson July 2012 - December 2012
Merrill Lynch April 2011 - April 2012
Skills
Sales, Finance, Sarbanes-Oxley Act, Budgets, Recruiting, Management, Accounting, Portfolio Management, Financial Reporting, Banking, Administrative..., Payroll, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science, Business Administration (B.B.A.); Accounting, Accounting
EY April 2014 - Present
Johnson & Johnson July 2012 - December 2012
Merrill Lynch April 2011 - April 2012
Skills
Sales, Finance, Sarbanes-Oxley Act, Budgets, Recruiting, Management, Accounting, Portfolio Management, Financial Reporting, Banking, Administrative..., Payroll, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science, Business Administration (B.B.A.); Accounting, Accounting
Nicole Ackerman, CAMS Nicole Ackerman, CAMS's Merrill Lynch Experience 2009 - 2009
Job Event Manager, Training at ACAMS
Industry Education Management
Experience
ACAMS August 2015 - Present
ACAMS February 2015 - August 2015
ACAMS October 2014 - February 2015
Dania Casino & Jai Alai February 2014 - August 2014
TARA, Ink. June 2013 - November 2013
TARA, Ink. December 2012 - June 2013
AvMed December 2010 - 2011
South American Explorers 2010 - 2010
Merrill Lynch 2009 - 2009
Skills
Media Relations, Public Relations, Press Releases, Newsletters, Social Networking, Non-profits, Nonprofits, Advertising, Event Management, Event Planning, Strategic Communications, Sponsorship, Marketing Strategy, Public Speaking, Web Content, Marketing, Social Media Marketing, Social Media, Marketing Communications, Customer Service
Education
The Ohio State University
Bachelor of Arts, Strategic Communication
ACAMS August 2015 - Present
ACAMS February 2015 - August 2015
ACAMS October 2014 - February 2015
Dania Casino & Jai Alai February 2014 - August 2014
TARA, Ink. June 2013 - November 2013
TARA, Ink. December 2012 - June 2013
AvMed December 2010 - 2011
South American Explorers 2010 - 2010
Merrill Lynch 2009 - 2009
Skills
Media Relations, Public Relations, Press Releases, Newsletters, Social Networking, Non-profits, Nonprofits, Advertising, Event Management, Event Planning, Strategic Communications, Sponsorship, Marketing Strategy, Public Speaking, Web Content, Marketing, Social Media Marketing, Social Media, Marketing Communications, Customer Service
Education
The Ohio State University
Bachelor of Arts, Strategic Communication
Nick Polavin Nick Polavin's Merrill Lynch Experience March 2014 - August 2014
Job Graduate Research and Teaching Assistant at The Ohio State University
Industry Financial Services
Experience
The Ohio State University August 2014 - Present
Merrill Lynch March 2014 - August 2014
Manhattan District Attorney's Office December 2012 - January 2014
Davenport University June 2012 - December 2012
Amanda Van Essen for House May 2012 - August 2012
The Mental Health Foundation of West Michigan May 2009 - June 2012
University of Michigan September 2011 - April 2012
Washtenaw County Public Defender September 2011 - December 2011
Fresh Start Legal Group April 2011 - August 2011
North America's College January 2010 - August 2010
Skills
Fundraising, PowerPoint, Microsoft Word, Advertising, Persuasion, Campaigns, Organization, Presentations, Marketing, Microsoft Excel, Customer Service, Editing, Microsoft Office, Public Speaking, Social Media, Social Media Marketing, Social Networking, Training
Education
The Ohio State University 2014 — 2020
Doctor of Philosophy (Ph.D.), Communication
University of Michigan 2008 — 2012
Bachelor of Arts, Political Science, Complex Systems
Grandville High School 2004 — 2008
The Ohio State University August 2014 - Present
Merrill Lynch March 2014 - August 2014
Manhattan District Attorney's Office December 2012 - January 2014
Davenport University June 2012 - December 2012
Amanda Van Essen for House May 2012 - August 2012
The Mental Health Foundation of West Michigan May 2009 - June 2012
University of Michigan September 2011 - April 2012
Washtenaw County Public Defender September 2011 - December 2011
Fresh Start Legal Group April 2011 - August 2011
North America's College January 2010 - August 2010
Skills
Fundraising, PowerPoint, Microsoft Word, Advertising, Persuasion, Campaigns, Organization, Presentations, Marketing, Microsoft Excel, Customer Service, Editing, Microsoft Office, Public Speaking, Social Media, Social Media Marketing, Social Networking, Training
Education
The Ohio State University 2014 — 2020
Doctor of Philosophy (Ph.D.), Communication
University of Michigan 2008 — 2012
Bachelor of Arts, Political Science, Complex Systems
Grandville High School 2004 — 2008
Tod Bisher Tod Bisher's Merrill Lynch Experience 1998 - 2007
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC Financial Services Group 2015 - Present
Nationwide Insurance January 2013 - 2015
Nationwide Insurance 2010 - 2012
Columbia Management Distributors(Bank of America) 2008 - 2009
Merrill Lynch 1998 - 2007
Skills
Series 7, Uniform Combined State..., Variable Annuities, Health Insurance, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Series 6, Retirement, Wealth Management, 401k, Asset Allocation, Financial Services, Investments, Insurance, Portfolio Management, Financial Advisory, Asset Management, Investment Management, CRM, Sales, Bonds, Series 65, FINRA, Investment Strategies
Education
The Ohio State University
B.A. Economics, Money & Banking
PNC Financial Services Group 2015 - Present
Nationwide Insurance January 2013 - 2015
Nationwide Insurance 2010 - 2012
Columbia Management Distributors(Bank of America) 2008 - 2009
Merrill Lynch 1998 - 2007
Skills
Series 7, Uniform Combined State..., Variable Annuities, Health Insurance, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Series 6, Retirement, Wealth Management, 401k, Asset Allocation, Financial Services, Investments, Insurance, Portfolio Management, Financial Advisory, Asset Management, Investment Management, CRM, Sales, Bonds, Series 65, FINRA, Investment Strategies
Education
The Ohio State University
B.A. Economics, Money & Banking
Javier Alvarez's Merrill Lynch Experience March 2010 - August 2010
Job Business Leader & Entrepreneur
Industry Management Consulting
Experience
Growth Strategy Associates April 2015 - Present
Commercial Vehicle Group July 2012 - March 2015
Universum June 2011 - September 2011
Merrill Lynch March 2010 - August 2010
PricewaterhouseCoopers January 2007 - January 2010
Ecoanalisis January 2006 - September 2006
Skills
Strategy Development, Foreign Languages, Team Leadership, Entrepreneurial Skills, M&A experience, Strategy, Strategy Execution, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Organizational Design, Growth Management, Data Analysis, Finance, Entrepreneurship, Marketing, Process Improvement, Strategic Planning
Education
The Ohio State University Fisher College of Business 2010 — 2012
MBA, Strategy & Finance
The Ohio State University 2010 — 2012
M.Sc Development Economics
Universidad Latina de Costa Rica 2002 — 2005
Finance and Economics
Growth Strategy Associates April 2015 - Present
Commercial Vehicle Group July 2012 - March 2015
Universum June 2011 - September 2011
Merrill Lynch March 2010 - August 2010
PricewaterhouseCoopers January 2007 - January 2010
Ecoanalisis January 2006 - September 2006
Skills
Strategy Development, Foreign Languages, Team Leadership, Entrepreneurial Skills, M&A experience, Strategy, Strategy Execution, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Organizational Design, Growth Management, Data Analysis, Finance, Entrepreneurship, Marketing, Process Improvement, Strategic Planning
Education
The Ohio State University Fisher College of Business 2010 — 2012
MBA, Strategy & Finance
The Ohio State University 2010 — 2012
M.Sc Development Economics
Universidad Latina de Costa Rica 2002 — 2005
Finance and Economics
Ellen Meyerson - CRPC Ellen Meyerson - CRPC's Merrill Lynch Experience November 1989 - July 2009
Job Vice President at Vanderbilt Securities
Industry Financial Services
Experience
Vanderbilt Securities July 2009 - Present
Merrill Lynch November 1989 - July 2009
Skills
Financial Advisory, Securities, Chartered Retirement..., Risk Management, Portfolio Management, Finance, Series 7, Wealth Management, Series 63, Retirement Planning, Strategic Financial..., Investments, Fixed Income, Asset Allocation, Mutual Funds, Investment Advisory, Asset Management, 401k, Retirement, Financial Services, Alternative Investments, Equities
Education
The Ohio State University
Bachelor of Science (B.S.), Business Administration and Management, General
Vanderbilt Securities July 2009 - Present
Merrill Lynch November 1989 - July 2009
Skills
Financial Advisory, Securities, Chartered Retirement..., Risk Management, Portfolio Management, Finance, Series 7, Wealth Management, Series 63, Retirement Planning, Strategic Financial..., Investments, Fixed Income, Asset Allocation, Mutual Funds, Investment Advisory, Asset Management, 401k, Retirement, Financial Services, Alternative Investments, Equities
Education
The Ohio State University
Bachelor of Science (B.S.), Business Administration and Management, General
Michael Finer's Merrill Lynch Experience September 2007 - June 2008
Job Sales Director at McGrawHill Higher Education
Industry Publishing
Experience
McGraw-Hill Education January 2015 - Present
McGraw-Hill Education January 2013 - January 2015
Cengage Learning September 2012 - January 2013
Pearson Education February 2011 - September 2012
Wells Fargo September 2008 - December 2010
Merrill Lynch September 2007 - June 2008
CITIGROUP December 2006 - June 2007
Skills
Financial Analysis, Financial Planning, Sales Management, Mortgage Underwriting, Efficiency Improvement, Marketing Strategy, Academic Publishing, Publishing, Banking, Credit, Finance, Investments, Loans, Leadership, Management, Mortgage Lending, Performance Improvement, Sales, Sales Operations, Sales Presentations, Salesforce.com, Strategic Financial..., Strategy, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science, Finance
McGraw-Hill Education January 2015 - Present
McGraw-Hill Education January 2013 - January 2015
Cengage Learning September 2012 - January 2013
Pearson Education February 2011 - September 2012
Wells Fargo September 2008 - December 2010
Merrill Lynch September 2007 - June 2008
CITIGROUP December 2006 - June 2007
Skills
Financial Analysis, Financial Planning, Sales Management, Mortgage Underwriting, Efficiency Improvement, Marketing Strategy, Academic Publishing, Publishing, Banking, Credit, Finance, Investments, Loans, Leadership, Management, Mortgage Lending, Performance Improvement, Sales, Sales Operations, Sales Presentations, Salesforce.com, Strategic Financial..., Strategy, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science, Finance
Justin Rex Justin Rex's Merrill Lynch Experience July 2008 - November 2008
Job Brokerage Associate at Colliers International
Industry Real Estate
Experience
Colliers International October 2009 - Present
Merrill Lynch July 2008 - November 2008
Ohio Capital Corporation for Housing January 2008 - June 2008
Miller-Valentine Group June 2006 - September 2007
Skills
Leases, Real Estate, Asset Managment, Real Estate Economics, Disposition, Brokerage, Investments, Mergers & Acquisitions, Selling, Finance, Location Intelligence, Asset Management, Lease Negotiations, Tenant Representation, Real Estate Development, Corporate Real Estate, Commercial Real Estate, Real Estate Transactions, Dispositions
Education
The Ohio State University Fisher College of Business 2004 — 2008
Bachelor, Finance and Real Estate
Colliers International October 2009 - Present
Merrill Lynch July 2008 - November 2008
Ohio Capital Corporation for Housing January 2008 - June 2008
Miller-Valentine Group June 2006 - September 2007
Skills
Leases, Real Estate, Asset Managment, Real Estate Economics, Disposition, Brokerage, Investments, Mergers & Acquisitions, Selling, Finance, Location Intelligence, Asset Management, Lease Negotiations, Tenant Representation, Real Estate Development, Corporate Real Estate, Commercial Real Estate, Real Estate Transactions, Dispositions
Education
The Ohio State University Fisher College of Business 2004 — 2008
Bachelor, Finance and Real Estate
Jolyn Johnson Jolyn Johnson's Merrill Lynch Experience January 1992 - May 2001
Job CEO at FINE ARTS APPRECIATED
Industry Fine Art
Experience
FINE ARTS APPRECIATED 2014 - Present
Merrill Lynch January 1992 - May 2001
Skills
Fine Art, Visual Arts, Contemporary Art, Event Planning, Event Management, Management, Strategic Planning, Marketing, Marketing Strategy, Leadership, Customer Service, Public Relations, Microsoft Office, Public Speaking, Social Media, Editing, Nonprofits, Research, Team Building
Education
The Ohio State University 1973 — 1976
Bachelor's degree PSYCHOLOGY, Psychology
The Ohio State University
Bachelor's degree, Paychology
FINE ARTS APPRECIATED 2014 - Present
Merrill Lynch January 1992 - May 2001
Skills
Fine Art, Visual Arts, Contemporary Art, Event Planning, Event Management, Management, Strategic Planning, Marketing, Marketing Strategy, Leadership, Customer Service, Public Relations, Microsoft Office, Public Speaking, Social Media, Editing, Nonprofits, Research, Team Building
Education
The Ohio State University 1973 — 1976
Bachelor's degree PSYCHOLOGY, Psychology
The Ohio State University
Bachelor's degree, Paychology
Weston Conway Weston Conway's Merrill Lynch Experience March 2009 - May 2009
Job Account Executive at Dropbox
Industry Internet
Experience
Dropbox May 2014 - Present
Pagemill Partners September 2012 - April 2014
Duff & Phelps July 2011 - September 2012
Johnson and Johnson June 2010 - September 2010
Replex Plastics Engineering Capstone Project January 2010 - June 2010
Northwestern Mutual June 2009 - September 2009
Merrill Lynch March 2009 - May 2009
Skills
Valuation, Investment Banking, Entrepreneurship, Mergers, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Finance, Business Planning, Market Research, Corporate Finance, Leadership, Private Equity, Investments, Venture Capital, Risk Management, Personal Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Dropbox May 2014 - Present
Pagemill Partners September 2012 - April 2014
Duff & Phelps July 2011 - September 2012
Johnson and Johnson June 2010 - September 2010
Replex Plastics Engineering Capstone Project January 2010 - June 2010
Northwestern Mutual June 2009 - September 2009
Merrill Lynch March 2009 - May 2009
Skills
Valuation, Investment Banking, Entrepreneurship, Mergers, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Finance, Business Planning, Market Research, Corporate Finance, Leadership, Private Equity, Investments, Venture Capital, Risk Management, Personal Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Amber Schmidlin Amber Schmidlin's Merrill Lynch Experience 1997 - 2009
Job Managing Partner, SVP
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2009 - March 2015
Merrill Lynch 1997 - 2009
Skills
Fixed Income, Capital Markets, Investment Banking, Derivatives, Equities, Trading Systems, Risk Management, Trading, SDLC, Financial Services, Business Analysis, Market Data, Asset Management, Project Management, Portfolio Management, IT Strategy, Bloomberg, Hedge Funds, Investments, Electronic Trading, Business Strategy, Business Development, Business Process..., Process Engineering, Enterprise Risk...
Education
The Ohio State University Fisher College of Business
Bachelor of Science (BS), Marketing, International Business
Bank of America Merrill Lynch January 2009 - March 2015
Merrill Lynch 1997 - 2009
Skills
Fixed Income, Capital Markets, Investment Banking, Derivatives, Equities, Trading Systems, Risk Management, Trading, SDLC, Financial Services, Business Analysis, Market Data, Asset Management, Project Management, Portfolio Management, IT Strategy, Bloomberg, Hedge Funds, Investments, Electronic Trading, Business Strategy, Business Development, Business Process..., Process Engineering, Enterprise Risk...
Education
The Ohio State University Fisher College of Business
Bachelor of Science (BS), Marketing, International Business
Justin Dilbeck Justin Dilbeck's Merrill Lynch Experience June 2013 - October 2013
Job Motivated Junior Advisor/ Financial Planner. Taking CFP® Exam March '16.
Industry Financial Services
Experience
AIG VALIC Financial Advisors December 2014 - Present
Merrill Lynch June 2013 - October 2013
Fifth Third Bank February 2013 - May 2013
The Black Sheep May 2011 - May 2012
Skills
Financial Planning, Investments, Customer Service, Sales, Leadership, Management, Social Networking
Education
The Ohio State University
Bachelor of Science (BS), Financial Planning and Services, Personal Finance, Consumer and Family Financial Services
AIG VALIC Financial Advisors December 2014 - Present
Merrill Lynch June 2013 - October 2013
Fifth Third Bank February 2013 - May 2013
The Black Sheep May 2011 - May 2012
Skills
Financial Planning, Investments, Customer Service, Sales, Leadership, Management, Social Networking
Education
The Ohio State University
Bachelor of Science (BS), Financial Planning and Services, Personal Finance, Consumer and Family Financial Services
Rich Kielb's Merrill Lynch Experience June 1999 - June 2000
Job Sr. Oncology/Biotech Sales Professional at Medivation, Inc.
Industry Biotechnology
Experience
Medivation June 2012 - Present
Sanofi-Aventis Pharmaceuticals July 2010 - June 2012
Sanofi Aventis September 2008 - June 2010
sanofi-aventis May 2007 - September 2008
sanofi-aventis July 2003 - May 2007
PDI, Inc. January 2002 - June 2003
Progeni Inc October 2000 - January 2002
Merrill Lynch June 1999 - June 2000
Schering Plough Pharmaceuticals May 1998 - June 1999
Innovex April 1997 - May 1998
Skills
Sales, Salesforce Training, Sales Professional..., Sales Operations, Distance/Web Learning..., Oncology, Group Presentations, Group Facilitation, Hematology, Stem Cell Transplant, Curriculum Design, Hospitals, Pharmaceutical Sales, Urology, Endocrinology, Allergy, Cardiology, Nephrology, Neurology, Antimicrobial, Respiratory, Dermatological, Gastrointestinal, Product Launch, Hospital Sales, Infectious Diseases, Buy & Bill, Selling Skills, Dermatology, Diabetes, Gastroenterology, Facilitation, GI, Respiration
Education
Certified Medical Representative Institute 2007 — 2009
CMR, Sales Management
The Ohio State University 1991 — 2006
B.A, Communication
West Morris Central
Medivation June 2012 - Present
Sanofi-Aventis Pharmaceuticals July 2010 - June 2012
Sanofi Aventis September 2008 - June 2010
sanofi-aventis May 2007 - September 2008
sanofi-aventis July 2003 - May 2007
PDI, Inc. January 2002 - June 2003
Progeni Inc October 2000 - January 2002
Merrill Lynch June 1999 - June 2000
Schering Plough Pharmaceuticals May 1998 - June 1999
Innovex April 1997 - May 1998
Skills
Sales, Salesforce Training, Sales Professional..., Sales Operations, Distance/Web Learning..., Oncology, Group Presentations, Group Facilitation, Hematology, Stem Cell Transplant, Curriculum Design, Hospitals, Pharmaceutical Sales, Urology, Endocrinology, Allergy, Cardiology, Nephrology, Neurology, Antimicrobial, Respiratory, Dermatological, Gastrointestinal, Product Launch, Hospital Sales, Infectious Diseases, Buy & Bill, Selling Skills, Dermatology, Diabetes, Gastroenterology, Facilitation, GI, Respiration
Education
Certified Medical Representative Institute 2007 — 2009
CMR, Sales Management
The Ohio State University 1991 — 2006
B.A, Communication
West Morris Central
Shoma Smith, MBA's Merrill Lynch Experience 1996 - 1998
Job Sponsored Program Officer at The Ohio State University
Industry Higher Education
Experience
The Ohio State University March 2013 - Present
UnitedHealth Group October 2011 - April 2012
Progressive Medical, Inc. September 2008 - October 2011
Big Brothers Big Sisters September 2008 - May 2011
Asian American Community Services October 2007 - August 2008
Huntington National Bank January 2006 - August 2007
Nationwide Insurance January 2004 - December 2005
Nationwide Insurance 2002 - 2004
Nationwide Insurance 1998 - 2002
Merrill Lynch 1996 - 1998
Skills
Non-profits, Writing, Marketing Communications, Market Research, Marketing Strategy, Strategic Communications, Quality Assurance, Community Outreach, Proposal Writing, Program Management, Program Development, Project Management, Project Planning, Cross-functional Team..., Teamwork, Editorial, Education, Workshop Facilitation, Training Delivery, Newsletters, Collateral, Research Administration, Competitive Analysis, Marketing, Leadership Development
Education
The Ohio State University Fisher College of Business
BSBA
University of Dayton
MBA
The Ohio State University March 2013 - Present
UnitedHealth Group October 2011 - April 2012
Progressive Medical, Inc. September 2008 - October 2011
Big Brothers Big Sisters September 2008 - May 2011
Asian American Community Services October 2007 - August 2008
Huntington National Bank January 2006 - August 2007
Nationwide Insurance January 2004 - December 2005
Nationwide Insurance 2002 - 2004
Nationwide Insurance 1998 - 2002
Merrill Lynch 1996 - 1998
Skills
Non-profits, Writing, Marketing Communications, Market Research, Marketing Strategy, Strategic Communications, Quality Assurance, Community Outreach, Proposal Writing, Program Management, Program Development, Project Management, Project Planning, Cross-functional Team..., Teamwork, Editorial, Education, Workshop Facilitation, Training Delivery, Newsletters, Collateral, Research Administration, Competitive Analysis, Marketing, Leadership Development
Education
The Ohio State University Fisher College of Business
BSBA
University of Dayton
MBA
Saaransh Mahna Saaransh Mahna's Merrill Lynch Experience March 2008 - September 2008
Job Industrial Investment Banking Analyst, KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2014 - Present
Gallup June 2013 - August 2013
Copper Run Capital June 2012 - August 2012
Carlile Patchen & Murphy LLP May 2011 - August 2011
Owens Corning June 2009 - September 2009
Merrill Lynch March 2008 - September 2008
U.S. Department of State May 2006 - May 2006
Skills
Valuation, Negotiation, Business Analysis, Equity Research, Derivatives, Bankruptcy, Entrepreneurship, Financial Services, Investment Banking, Management, Microsoft Office, Strategy
Education
The Ohio State University Moritz College of Law 2010 — 2014
Juris Doctor
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
MBA, Finance, Strategy, International Business
The Ohio State University 2006 — 2010
BSBA, BA, Finance, Operations Management, International Studies
Beachwood High School 2002 — 2006
KeyBanc Capital Markets May 2014 - Present
Gallup June 2013 - August 2013
Copper Run Capital June 2012 - August 2012
Carlile Patchen & Murphy LLP May 2011 - August 2011
Owens Corning June 2009 - September 2009
Merrill Lynch March 2008 - September 2008
U.S. Department of State May 2006 - May 2006
Skills
Valuation, Negotiation, Business Analysis, Equity Research, Derivatives, Bankruptcy, Entrepreneurship, Financial Services, Investment Banking, Management, Microsoft Office, Strategy
Education
The Ohio State University Moritz College of Law 2010 — 2014
Juris Doctor
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
MBA, Finance, Strategy, International Business
The Ohio State University 2006 — 2010
BSBA, BA, Finance, Operations Management, International Studies
Beachwood High School 2002 — 2006
Brandon Kortokrax's Merrill Lynch Experience June 2009 - September 2009
Job Senior Financial Analyst Global Finance
Industry Information Technology and Services
Experience
LexisNexis June 2015 - Present
Kimberly-Clark January 2013 - April 2015
The Ohio State University August 2012 - December 2012
Midland Group June 2012 - September 2012
Franklin County Municipal Court October 2011 - June 2012
Merrill Lynch June 2009 - September 2009
OSU Moritz College of Law September 2007 - January 2009
Skills
Finance, Financial Analysis, Microsoft Excel, Analytical Skills, SAP, BEx Analyzer, Hyperion HFM, Essbase, Hyperion EPM, Business Objects, Smartview, PowerPoint, Efficiency, Accounting, DCF Valuation, Valuation, Teamwork, Access, Microsoft Office, Learning Quickly, Customer Service, Microsoft Word, Financial Modeling, Adobe Acrobat, Data Analysis, Time Management, Sales, @Risk, Risk Management, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2012
BSBA, Finance
Kalida High School 2003 — 2007
LexisNexis June 2015 - Present
Kimberly-Clark January 2013 - April 2015
The Ohio State University August 2012 - December 2012
Midland Group June 2012 - September 2012
Franklin County Municipal Court October 2011 - June 2012
Merrill Lynch June 2009 - September 2009
OSU Moritz College of Law September 2007 - January 2009
Skills
Finance, Financial Analysis, Microsoft Excel, Analytical Skills, SAP, BEx Analyzer, Hyperion HFM, Essbase, Hyperion EPM, Business Objects, Smartview, PowerPoint, Efficiency, Accounting, DCF Valuation, Valuation, Teamwork, Access, Microsoft Office, Learning Quickly, Customer Service, Microsoft Word, Financial Modeling, Adobe Acrobat, Data Analysis, Time Management, Sales, @Risk, Risk Management, Leadership
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2012
BSBA, Finance
Kalida High School 2003 — 2007
Charles R.S. Morrell Charles R.S. Morrell's Merrill Lynch Experience February 2002 - March 2003
Job Strategy | Marketing, Sales, Media
Industry Marketing and Advertising
Experience
CRSM Consulting June 2009 - Present
The Ohio State University August 2003 - June 2009
Merrill Lynch February 2002 - March 2003
Peregrine Corporate Services March 1997 - July 1997
Skills
Sales, Sales Management, Corporate Sales..., Marketing, Marketing Strategy, B2B Marketing Strategy, B2B2C, B2B Marketing, B2C marketing, Sales Management..., Social Media Marketing, Management, Social Networking, Training
Education
The Ohio State University 1997 — 2002
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
CRSM Consulting June 2009 - Present
The Ohio State University August 2003 - June 2009
Merrill Lynch February 2002 - March 2003
Peregrine Corporate Services March 1997 - July 1997
Skills
Sales, Sales Management, Corporate Sales..., Marketing, Marketing Strategy, B2B Marketing Strategy, B2B2C, B2B Marketing, B2C marketing, Sales Management..., Social Media Marketing, Management, Social Networking, Training
Education
The Ohio State University 1997 — 2002
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
J. Sayre Payne J. Sayre Payne's Merrill Lynch Experience August 2012 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Education
The Ohio State University 2004 — 2008
Bachelor of Arts (B.A.), International Studies, 3.6
Merrill Lynch August 2012 - Present
Education
The Ohio State University 2004 — 2008
Bachelor of Arts (B.A.), International Studies, 3.6
Molly Silvernail's Merrill Lynch Experience November 2012 - November 2013
Job Financial Analyst at Shell
Industry Oil & Energy
Experience
Shell August 2014 - Present
Merrill Lynch November 2012 - November 2013
J.P. Morgan June 2012 - August 2012
American Youth Soccer Organization Region 57 March 2009 - March 2010
Skills
Leadership, Project Management, PowerPoint, Microsoft Excel, Finance, Financial Analysis, Microsoft Word, Microsoft Office, Non-profits, Nonprofits, Oil & Gas Exploration, Bloomberg Terminal, Commodity Pricing, iLife, Investments, Financial Modeling, Accounting, Marketing, Public Speaking, Market Research, Fundraising, Event Planning, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2014
Bachelor's Degree, Finance Major, Investments Specialization
Corona del Mar High School 2006 — 2010
Diploma
Shell August 2014 - Present
Merrill Lynch November 2012 - November 2013
J.P. Morgan June 2012 - August 2012
American Youth Soccer Organization Region 57 March 2009 - March 2010
Skills
Leadership, Project Management, PowerPoint, Microsoft Excel, Finance, Financial Analysis, Microsoft Word, Microsoft Office, Non-profits, Nonprofits, Oil & Gas Exploration, Bloomberg Terminal, Commodity Pricing, iLife, Investments, Financial Modeling, Accounting, Marketing, Public Speaking, Market Research, Fundraising, Event Planning, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2014
Bachelor's Degree, Finance Major, Investments Specialization
Corona del Mar High School 2006 — 2010
Diploma
Wenyi Kenny Zhu's Merrill Lynch Experience March 2009 - June 2009
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC September 2011 - Present
Fisher College of Business 2009 - 2011
Quadrant Management June 2010 - August 2010
Center for American Progress June 2009 - August 2009
Merrill Lynch March 2009 - June 2009
Skills
Financial Modeling, Accounting, Microsoft Office, Financial Analysis, Asset Management, Corporate Finance, Private Equity, Tax, Financial Accounting, Valuation, Financial Reporting, Forecasting, Risk Management, Microsoft Excel, Management Consulting, Internal Controls, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
BSBA, Accounting, Finance
· Fisher College of Business 2008 — 2011
PwC September 2011 - Present
Fisher College of Business 2009 - 2011
Quadrant Management June 2010 - August 2010
Center for American Progress June 2009 - August 2009
Merrill Lynch March 2009 - June 2009
Skills
Financial Modeling, Accounting, Microsoft Office, Financial Analysis, Asset Management, Corporate Finance, Private Equity, Tax, Financial Accounting, Valuation, Financial Reporting, Forecasting, Risk Management, Microsoft Excel, Management Consulting, Internal Controls, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2011
BSBA, Accounting, Finance
· Fisher College of Business 2008 — 2011
Kelsey Rofkar Kelsey Rofkar's Merrill Lynch Experience March 2008 - June 2008
Job International Tax Accountant at Limited Brands
Industry Human Resources
Experience
Limited Brands August 2012 - Present
Limited Brands November 2011 - August 2012
AT&T Corp March 2009 - November 2011
AT&T Corp June 2008 - March 2009
Merrill Lynch March 2008 - June 2008
The Ohio State University September 2007 - June 2008
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelors, Finance, Political Science
Fisher College of Business
Finance
The Ohio State University
Bachelor of Science, Business Administration
Limited Brands August 2012 - Present
Limited Brands November 2011 - August 2012
AT&T Corp March 2009 - November 2011
AT&T Corp June 2008 - March 2009
Merrill Lynch March 2008 - June 2008
The Ohio State University September 2007 - June 2008
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelors, Finance, Political Science
Fisher College of Business
Finance
The Ohio State University
Bachelor of Science, Business Administration
Neal Hoops, CFP® Neal Hoops, CFP®'s Merrill Lynch Experience May 2011 - October 2013
Job Analyst at U.S. Department of the Treasury
Industry Financial Services
Experience
U.S. Department of the Treasury July 2014 - Present
United Brokerage Services, Inc. December 2013 - April 2014
Merrill Lynch May 2011 - October 2013
WesBanco October 2008 - June 2011
Skills
Portfolio Management, Investments, Commercial Lending, Wealth Management, Banking
Education
The Ohio State University 1999 — 2003
bs\mba, finance
U.S. Department of the Treasury July 2014 - Present
United Brokerage Services, Inc. December 2013 - April 2014
Merrill Lynch May 2011 - October 2013
WesBanco October 2008 - June 2011
Skills
Portfolio Management, Investments, Commercial Lending, Wealth Management, Banking
Education
The Ohio State University 1999 — 2003
bs\mba, finance
Larry Hayes, CPC, ACC Larry Hayes, CPC, ACC's Merrill Lynch Experience 1991 - 1998
Job Consultant, Coach and Trainer
Industry Professional Training & Coaching
Experience
Larry Hayes Partners, LLC 2009 - Present
Mylogy November 2009 - March 2010
UBS Financial Services, Inc. January 2009 - May 2009
UBS Financial Services Inc. January 2008 - May 2009
UBS Financial Services, Inc. June 2007 - December 2007
UBS AG 2005 - 2007
UBS AG 1998 - 2005
Merrill Lynch 1991 - 1998
The Ohio Company 1982 - 1991
Skills
Sales Coach, Leadership Coach, Leadership Development, Public Speaking, Team Building, Organizational..., Executive Coaching, Succession Planning, Talent Development, Mentoring, Change Management, Strategic Planning, Management Consulting, Performance Management, Team Leadership, Process Improvement, Employee Engagement, Talent Management, New Business Development, Team Management, Staff Development, Career Development, Wealth Management, Organizational Change, Business Planning, Change Leadership, Organizational..., Executive Development, 360 Feedback, Personal Development, Organizational Design, Customer Service, Management Development, MBTI, Executive Management, Cross-functional Team..., Sales Management, Leadership, Sales, Entrepreneurship, Financial Services, Coaching, Training, Portfolio Management, Recruiting, Management, Business Development, Human Resources, Consulting, Risk Management
Education
International Coach Academy 2009 — 2010
Certified Professional Coach
The Ohio State University 1970 — 1974
Larry Hayes Partners, LLC 2009 - Present
Mylogy November 2009 - March 2010
UBS Financial Services, Inc. January 2009 - May 2009
UBS Financial Services Inc. January 2008 - May 2009
UBS Financial Services, Inc. June 2007 - December 2007
UBS AG 2005 - 2007
UBS AG 1998 - 2005
Merrill Lynch 1991 - 1998
The Ohio Company 1982 - 1991
Skills
Sales Coach, Leadership Coach, Leadership Development, Public Speaking, Team Building, Organizational..., Executive Coaching, Succession Planning, Talent Development, Mentoring, Change Management, Strategic Planning, Management Consulting, Performance Management, Team Leadership, Process Improvement, Employee Engagement, Talent Management, New Business Development, Team Management, Staff Development, Career Development, Wealth Management, Organizational Change, Business Planning, Change Leadership, Organizational..., Executive Development, 360 Feedback, Personal Development, Organizational Design, Customer Service, Management Development, MBTI, Executive Management, Cross-functional Team..., Sales Management, Leadership, Sales, Entrepreneurship, Financial Services, Coaching, Training, Portfolio Management, Recruiting, Management, Business Development, Human Resources, Consulting, Risk Management
Education
International Coach Academy 2009 — 2010
Certified Professional Coach
The Ohio State University 1970 — 1974
Jeff Cui's Merrill Lynch Experience February 2007 - July 2010
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch August 2010 - January 2014
Merrill Lynch February 2007 - July 2010
Merrill Lynch February 2006 - December 2006
Foshan Nanhai Wonderful Nonwoven CO., LTD. June 2005 - August 2005
Skills
Convertible Bonds, Convertible Arbitrage, Equity Derivatives, Bloomberg, Equities, Capital Markets, Fixed Income, Hedge Funds, Bloomberg Terminal, Series 7, Investment Banking, Financial Structuring, Series 63, Equity Capital Markets, Corporate Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachlor of Science in Business Administration, Finance and Accounting (Double Major), 3.95 GPA
The Ohio State University 2002 — 2006
Bachelor of Science in Arts and Sciences, Economics, 3.95 GPA
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch August 2010 - January 2014
Merrill Lynch February 2007 - July 2010
Merrill Lynch February 2006 - December 2006
Foshan Nanhai Wonderful Nonwoven CO., LTD. June 2005 - August 2005
Skills
Convertible Bonds, Convertible Arbitrage, Equity Derivatives, Bloomberg, Equities, Capital Markets, Fixed Income, Hedge Funds, Bloomberg Terminal, Series 7, Investment Banking, Financial Structuring, Series 63, Equity Capital Markets, Corporate Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachlor of Science in Business Administration, Finance and Accounting (Double Major), 3.95 GPA
The Ohio State University 2002 — 2006
Bachelor of Science in Arts and Sciences, Economics, 3.95 GPA
Kris Veeraghanta's Merrill Lynch Experience August 2005 - March 2006
Job Teaching Asisstant at The Ohio State University
Industry Capital Markets
Experience
The Ohio State University August 2014 - Present
Federal Reserve Bank of Cleveland April 2011 - March 2013
Consultant November 2008 - April 2009
Various Hedge Funds August 2006 - November 2008
Merrill Lynch August 2005 - March 2006
JP Morgan March 2000 - March 2001
KPMG 1996 - 1999
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Equities, Market Risk, FX Options, Options, Trading, Asset Managment, Financial Modeling, Risk Management, Investments, Commodity, Hedging, Proprietary Trading, Credit Risk, Prime Brokerage, Banking, Trading Strategies, Structured Finance, Middle Office, Financial Services, Asset Management, Financial Risk, Finance, Bloomberg
Education
The Ohio State University 2014 — 2014
"Doctoral Candidate", Ph.D Operations Research & Financial Engineering
The Ohio State University 1988 — 1990
Master of Science (M.S.), Engineering/Operations Research
The Ohio State University August 2014 - Present
Federal Reserve Bank of Cleveland April 2011 - March 2013
Consultant November 2008 - April 2009
Various Hedge Funds August 2006 - November 2008
Merrill Lynch August 2005 - March 2006
JP Morgan March 2000 - March 2001
KPMG 1996 - 1999
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Equities, Market Risk, FX Options, Options, Trading, Asset Managment, Financial Modeling, Risk Management, Investments, Commodity, Hedging, Proprietary Trading, Credit Risk, Prime Brokerage, Banking, Trading Strategies, Structured Finance, Middle Office, Financial Services, Asset Management, Financial Risk, Finance, Bloomberg
Education
The Ohio State University 2014 — 2014
"Doctoral Candidate", Ph.D Operations Research & Financial Engineering
The Ohio State University 1988 — 1990
Master of Science (M.S.), Engineering/Operations Research
Geoff Serednesky's Merrill Lynch Experience 2005 - 2007
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting 2013 - Present
FTI Consulting 2011 - 2013
Jackson National Asset Management, LLC 2008 - 2011
Merrill Lynch 2005 - 2007
Skills
Bloomberg, Excel, Financial Analysis, Financial Reporting, Financial Accounting, Research, PowerPoint, Capital IQ, Financial Modeling, Valuation
Education
The Ohio State University
Bachelors, Finance
FTI Consulting 2013 - Present
FTI Consulting 2011 - 2013
Jackson National Asset Management, LLC 2008 - 2011
Merrill Lynch 2005 - 2007
Skills
Bloomberg, Excel, Financial Analysis, Financial Reporting, Financial Accounting, Research, PowerPoint, Capital IQ, Financial Modeling, Valuation
Education
The Ohio State University
Bachelors, Finance
Sheng Yu's Merrill Lynch Experience November 2006 - September 2010
Job US Integration Lead at Algomi Ltd
Industry Computer Software
Experience
Algomi Ltd August 2014 - May 2015
RealNetworks April 2011 - August 2014
Merrill Lynch November 2006 - September 2010
Ultryx 2000 - 2002
Core Solutions 1997 - 1999
DM2 1995 - 1997
Skills
Unix, C++, XML, Java, JavaScript, Agile Methodologies, Software Development, Android Development
Education
The Ohio State University
BS, Computer Science & Engineering
Algomi Ltd August 2014 - May 2015
RealNetworks April 2011 - August 2014
Merrill Lynch November 2006 - September 2010
Ultryx 2000 - 2002
Core Solutions 1997 - 1999
DM2 1995 - 1997
Skills
Unix, C++, XML, Java, JavaScript, Agile Methodologies, Software Development, Android Development
Education
The Ohio State University
BS, Computer Science & Engineering
Majid Tavakolian's Merrill Lynch Experience 1985 - 1988
Job Entrepreneur, ArjMed Inc
Industry International Trade and Development
Experience
Arj-Med Inc 1988 - Present
Merrill Lynch 1985 - 1988
Skills
Business Strategy, New Business Development, Business Planning, Negotiation, Start-ups, Business Development, Product Development, Project Management, International Trade, Medical Devices, Industrial Safety
Education
Thunderbird School of Global Management 1984 — 1984
MBA, International Business
The Ohio State University 1979 — 1983
BA, political science, economics
Arj-Med Inc 1988 - Present
Merrill Lynch 1985 - 1988
Skills
Business Strategy, New Business Development, Business Planning, Negotiation, Start-ups, Business Development, Product Development, Project Management, International Trade, Medical Devices, Industrial Safety
Education
Thunderbird School of Global Management 1984 — 1984
MBA, International Business
The Ohio State University 1979 — 1983
BA, political science, economics
Scott Franks's Merrill Lynch Experience September 2000 - October 2002
Job Operations Manager at Sumitomo Bakelite NA
Industry Plastics
Experience
Sumitomo Bakelite July 2015 - Present
Sumitomo Bakelite October 2013 - August 2015
Cargill February 2011 - October 2013
Archer Daniels Midland Company September 2008 - February 2011
TechColumbus June 2007 - September 2008
Ohio TechAngels September 2004 - September 2008
SciTech 2004 - 2007
Merrill Lynch September 2000 - October 2002
Skills
Chemical Engineering, Centrifugation, Dewatering, Distillation, Vacuum Distillation, Vacuum, Decanters, Process Piping Design, Process Improvement, Yield Management, Yield Reporting, Process Engineering, Project Management, Project Engineering, Project Finance, Cross-functional Team..., Factory, Process Optimization, Continuous Improvement, Management, Leadership, Manufacturing, Product Development, Strategic Planning, R&D
Education
The Ohio State University 2004 — 2008
BS, Chemical Engineering
Sumitomo Bakelite July 2015 - Present
Sumitomo Bakelite October 2013 - August 2015
Cargill February 2011 - October 2013
Archer Daniels Midland Company September 2008 - February 2011
TechColumbus June 2007 - September 2008
Ohio TechAngels September 2004 - September 2008
SciTech 2004 - 2007
Merrill Lynch September 2000 - October 2002
Skills
Chemical Engineering, Centrifugation, Dewatering, Distillation, Vacuum Distillation, Vacuum, Decanters, Process Piping Design, Process Improvement, Yield Management, Yield Reporting, Process Engineering, Project Management, Project Engineering, Project Finance, Cross-functional Team..., Factory, Process Optimization, Continuous Improvement, Management, Leadership, Manufacturing, Product Development, Strategic Planning, R&D
Education
The Ohio State University 2004 — 2008
BS, Chemical Engineering
Audrie Wientjes's Merrill Lynch Experience September 2009 - December 2009
Job Associate Accountant at Optimum Therapeutics, LLC
Industry Accounting
Experience
Optimum Therapeutics, LLC January 2009 - Present
Key Bank September 2010 - 2011
Merrill Lynch September 2009 - December 2009
Optimum Therapeutics, LLC July 2004 - December 2008
Howard Hughes Medical Institute January 2007 - November 2008
Skills
Accounting, Microsoft Office, Research, Inventory Management, Microsoft Excel, Data Analysis, PowerPoint, Customer Service, Finance, QuickBooks, Data Entry
Education
The Ohio State University 2011 — 2012
Certificate of Completion, Financial Planning
The Ohio State University 2009 — 2011
B.S., Economics
Optimum Therapeutics, LLC January 2009 - Present
Key Bank September 2010 - 2011
Merrill Lynch September 2009 - December 2009
Optimum Therapeutics, LLC July 2004 - December 2008
Howard Hughes Medical Institute January 2007 - November 2008
Skills
Accounting, Microsoft Office, Research, Inventory Management, Microsoft Excel, Data Analysis, PowerPoint, Customer Service, Finance, QuickBooks, Data Entry
Education
The Ohio State University 2011 — 2012
Certificate of Completion, Financial Planning
The Ohio State University 2009 — 2011
B.S., Economics
Deng (Dan) Huang's Merrill Lynch Experience September 2012 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Millennium Partners March 2012 - September 2012
Citi October 2008 - March 2012
Nomis Solutions November 2006 - October 2008
Pacific Northwest National Laboratory 2005 - 2006
Scientific Forming Technologies Corporation 2000 - 2005
Education
University of California, Berkeley, Haas School of Business 2008 — 2009
MFE, Financial engineering
The Ohio State University 1997 — 2005
PhD, Operations Research
Tsinghua University 1992 — 1997
BE, Materials Science
Merrill Lynch September 2012 - Present
Millennium Partners March 2012 - September 2012
Citi October 2008 - March 2012
Nomis Solutions November 2006 - October 2008
Pacific Northwest National Laboratory 2005 - 2006
Scientific Forming Technologies Corporation 2000 - 2005
Education
University of California, Berkeley, Haas School of Business 2008 — 2009
MFE, Financial engineering
The Ohio State University 1997 — 2005
PhD, Operations Research
Tsinghua University 1992 — 1997
BE, Materials Science
Steve Vujevich's Merrill Lynch Experience September 1999 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 1999 - Present
Education
The Ohio State University
Bachelor's degree
Merrill Lynch September 1999 - Present
Education
The Ohio State University
Bachelor's degree
Audra Brown's Merrill Lynch Experience June 2007 - September 2007
Job Team Lead at DSW Shoephoria! Center
Industry Consumer Services
Experience
DSW September 2009 - Present
Ray and Barney Group August 2007 - September 2008
Merrill Lynch June 2007 - September 2007
Education
The Ohio State University 2004 — 2009
Bachelors, Textiles and Clothing Fashion Merchandising
DSW September 2009 - Present
Ray and Barney Group August 2007 - September 2008
Merrill Lynch June 2007 - September 2007
Education
The Ohio State University 2004 — 2009
Bachelors, Textiles and Clothing Fashion Merchandising
Scott Hollander's Merrill Lynch Experience 2008 - September 2008
Job Race Car Mechanic, Restoration Specialist at The Studio 47, Engineering Student at The Ohio State University
Industry Automotive
Experience
The Studio 47 January 2014 - Present
Putsch Racing January 2012 - April 2014
Fifth Third Securities September 2008 - February 2010
Merrill Lynch 2008 - September 2008
Skills
Investments, Strategic Financial..., Investment Advisory, Mutual Funds, Strategic Planning, New Business Development, Microsoft Excel, Business Planning, Budgets, Business Strategy, Negotiation, Retirement Planning, Microsoft Office, Marketing, Account Management, Business Analysis, Automotive Engineering, Automotive, Auto Racing, Mechanical Aptitude, Mechanical Analysis, American Welding..., Six Sigma, Customer Retention, Sales, Leadership, Customer Service, Marketing Strategy, Management, Social Media
Education
The Ohio State University 2013 — 2015
BS, Welding Engineering
The Ohio State University 2002 — 2006
BS, Finance
The Studio 47 January 2014 - Present
Putsch Racing January 2012 - April 2014
Fifth Third Securities September 2008 - February 2010
Merrill Lynch 2008 - September 2008
Skills
Investments, Strategic Financial..., Investment Advisory, Mutual Funds, Strategic Planning, New Business Development, Microsoft Excel, Business Planning, Budgets, Business Strategy, Negotiation, Retirement Planning, Microsoft Office, Marketing, Account Management, Business Analysis, Automotive Engineering, Automotive, Auto Racing, Mechanical Aptitude, Mechanical Analysis, American Welding..., Six Sigma, Customer Retention, Sales, Leadership, Customer Service, Marketing Strategy, Management, Social Media
Education
The Ohio State University 2013 — 2015
BS, Welding Engineering
The Ohio State University 2002 — 2006
BS, Finance
Pete Rollenhagen's Merrill Lynch Experience May 2007 - September 2007
Job
Industry Automotive
Experience
Dealer Tire October 2013 - Present
PRICE FOR PROFIT July 2013 - October 2013
American Greetings March 2012 - June 2013
American Greetings September 2008 - March 2012
Merrill Lynch May 2007 - September 2007
UBS March 2007 - April 2007
Skills
Retail Category..., Access, Excel, Visual Basic, Supply Chain, Inventory Management, Database Management, Sales Analysis, Category Analysis, Microsoft Excel, Analysis, Database Admin, Merchandising, Process Improvement, Product Management
Education
The Ohio State University 2003 — 2008
Bachelor of Arts, Economics
Dealer Tire October 2013 - Present
PRICE FOR PROFIT July 2013 - October 2013
American Greetings March 2012 - June 2013
American Greetings September 2008 - March 2012
Merrill Lynch May 2007 - September 2007
UBS March 2007 - April 2007
Skills
Retail Category..., Access, Excel, Visual Basic, Supply Chain, Inventory Management, Database Management, Sales Analysis, Category Analysis, Microsoft Excel, Analysis, Database Admin, Merchandising, Process Improvement, Product Management
Education
The Ohio State University 2003 — 2008
Bachelor of Arts, Economics
Marcy Yeamans's Merrill Lynch Experience 1996 - 1998
Job Energy Equity Analyst at STRS Ohio
Industry Investment Management
Experience
State Teachers Retirement System of Ohio 2005 - Present
Banc One Investment Advisors (now owned by JP Morgan Chase) 2000 - 2004
J.B. Were & Son (now owned by Goldman Sachs) 1998 - 2000
Merrill Lynch 1996 - 1998
NatWest Securities 1994 - 1996
Public Employee Retirement System of Ohio 1989 - 1994
Education
The Ohio State University
BS, Agriculture, Business Minor
Thunderbird School of Global Management
MIM, International Management
State Teachers Retirement System of Ohio 2005 - Present
Banc One Investment Advisors (now owned by JP Morgan Chase) 2000 - 2004
J.B. Were & Son (now owned by Goldman Sachs) 1998 - 2000
Merrill Lynch 1996 - 1998
NatWest Securities 1994 - 1996
Public Employee Retirement System of Ohio 1989 - 1994
Education
The Ohio State University
BS, Agriculture, Business Minor
Thunderbird School of Global Management
MIM, International Management
Laura Malkawi's Merrill Lynch Experience August 2006 - December 2006
Job MultiFamily Investment Associate at Cooper Group
Industry Real Estate
Experience
Cooper Group November 2009 - Present
Skyline 2007 - June 2010
Merrill Lynch August 2006 - December 2006
Mathematics and Statistical Learning Center Tutor/ Mathways 2002 - 2006
Education
The Ohio State University 2002 — 2006
Spanish and Business
Cooper Group November 2009 - Present
Skyline 2007 - June 2010
Merrill Lynch August 2006 - December 2006
Mathematics and Statistical Learning Center Tutor/ Mathways 2002 - 2006
Education
The Ohio State University 2002 — 2006
Spanish and Business
Ricardo Morean's Merrill Lynch Experience October 2007 - May 2008
Job Senior Managing Director Director, International Advisory at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2012 - April 2015
Lloyds Banking Group March 2011 - January 2012
Wells Fargo November 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Merrill Lynch January 2005 - September 2007
Skills
Asset Management, Financial Services, Portfolio Management, Asset Allocation, Wealth Management, Strategy, Risk Management, Banking, Alternative Investments, Leadership, Private Banking, Investment Advisory, Talent Management, Asset Managment, Investments, Equities, Loans, Fixed Income, Finance, High Net Worth..., Management, Strategic Planning, Relationship Management, Mutual Funds, Mergers & Acquisitions, Securities, Financial Advisory, Wealth Management..., Series 7, Hedge Funds, Financial Markets, Private Equity, Investment Banking, Capital Markets, Structured Products
Education
Thunderbird School of Global Management 1989 — 1990
M.I.M, International Management
The Ohio State University 1982 — 1986
B.S., Industrial and Systems Engineering
RBC Wealth Management January 2012 - April 2015
Lloyds Banking Group March 2011 - January 2012
Wells Fargo November 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Merrill Lynch January 2005 - September 2007
Skills
Asset Management, Financial Services, Portfolio Management, Asset Allocation, Wealth Management, Strategy, Risk Management, Banking, Alternative Investments, Leadership, Private Banking, Investment Advisory, Talent Management, Asset Managment, Investments, Equities, Loans, Fixed Income, Finance, High Net Worth..., Management, Strategic Planning, Relationship Management, Mutual Funds, Mergers & Acquisitions, Securities, Financial Advisory, Wealth Management..., Series 7, Hedge Funds, Financial Markets, Private Equity, Investment Banking, Capital Markets, Structured Products
Education
Thunderbird School of Global Management 1989 — 1990
M.I.M, International Management
The Ohio State University 1982 — 1986
B.S., Industrial and Systems Engineering
Lynn McConnell's Merrill Lynch Experience September 1994 - March 1997
Job Strategic Policy Analyst at American Electric Power
Industry Utilities
Experience
American Electric Power March 1999 - January 2013
American Electric Power March 1999 - January 2013
American Electric Power March 1999 - January 2002
The Limited October 1998 - March 1999
Enron Energy Services March 1997 - October 1998
Merrill Lynch September 1994 - March 1997
Olde Discount Stockbrokers July 1992 - September 1994
Skills
Financial Analysis, Financial Modeling, Project Management, Sustainability, Team Leadership, Public Speaking, Business Analysis, Business Development, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Project, Microsoft Exchange, NASD, Strategy, Analysis, Risk Management, Process Improvement, Investments, Management, Business Process..., Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 1998
MBA, Finance
The Ohio State University Fisher College of Business 1988 — 1992
B.S.B.A., Finance, Marketing
American Electric Power March 1999 - January 2013
American Electric Power March 1999 - January 2013
American Electric Power March 1999 - January 2002
The Limited October 1998 - March 1999
Enron Energy Services March 1997 - October 1998
Merrill Lynch September 1994 - March 1997
Olde Discount Stockbrokers July 1992 - September 1994
Skills
Financial Analysis, Financial Modeling, Project Management, Sustainability, Team Leadership, Public Speaking, Business Analysis, Business Development, Employee Training, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Project, Microsoft Exchange, NASD, Strategy, Analysis, Risk Management, Process Improvement, Investments, Management, Business Process..., Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 1996 — 1998
MBA, Finance
The Ohio State University Fisher College of Business 1988 — 1992
B.S.B.A., Finance, Marketing
Laura Gustashaw's Merrill Lynch Experience November 2009 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2009 - Present
Abercrombie & Fitch July 2007 - November 2009
Merrill Lynch January 2006 - July 2007
Charter FS January 2005 - January 2006
Middough Consulting June 2001 - September 2003
Skills
Asset Allocation, Series 7, Creative Solutions, Financial Analysis, Event Planning, Manage Client..., Banking, series 66, Strategic Financial..., Financial Modeling, Portfolio Management, Valuation, Trading, Credit, Loans, Risk Management, Credit Analysis, Relationship Management, Mutual Funds, Client Relations Skills, Coordinating Events, Budget Process, Investment Banking, Residential Mortgages, Team Building, Team Leadership, Team Management, Asset Tracking, Retirement Planning, Credit Card Fraud, Life Insurance, Long Term Care Insurance, Switchboard Operator, Process Scheduler, Calendar Planning, Multi Tasking, Visual Arts
Education
The Ohio State University Fisher College of Business 2003 — 2007
BS, Finance
Merrill Lynch November 2009 - Present
Abercrombie & Fitch July 2007 - November 2009
Merrill Lynch January 2006 - July 2007
Charter FS January 2005 - January 2006
Middough Consulting June 2001 - September 2003
Skills
Asset Allocation, Series 7, Creative Solutions, Financial Analysis, Event Planning, Manage Client..., Banking, series 66, Strategic Financial..., Financial Modeling, Portfolio Management, Valuation, Trading, Credit, Loans, Risk Management, Credit Analysis, Relationship Management, Mutual Funds, Client Relations Skills, Coordinating Events, Budget Process, Investment Banking, Residential Mortgages, Team Building, Team Leadership, Team Management, Asset Tracking, Retirement Planning, Credit Card Fraud, Life Insurance, Long Term Care Insurance, Switchboard Operator, Process Scheduler, Calendar Planning, Multi Tasking, Visual Arts
Education
The Ohio State University Fisher College of Business 2003 — 2007
BS, Finance
Bill Allendorf's Merrill Lynch Experience April 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Insurance
Experience
Merrill Lynch April 2011 - Present
Northwestern Mutual August 2008 - March 2011
Anderzack-Pitzen Construction June 2006 - July 2008
Education
The Ohio State University 2002 — 2006
Economics, Finance, Economics, Business
Merrill Lynch April 2011 - Present
Northwestern Mutual August 2008 - March 2011
Anderzack-Pitzen Construction June 2006 - July 2008
Education
The Ohio State University 2002 — 2006
Economics, Finance, Economics, Business
Brian Zinser's Merrill Lynch Experience 1998 - February 2011
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. October 2009 - Present
Merrill Lynch 1998 - February 2011
Ernst & Young January 1996 - May 1998
Ernst & Young January 1991 - January 1996
Skills
Mergers, CRM, Convertible Bonds, Securities, Bonds, Due Diligence, Fixed Income, Series 7, Hedge Funds, Capital Markets, Bloomberg, Derivatives, Portfolio Management, Valuation, Asset Managment, Financial Modeling, Investments, Credit Analysis
Education
The Ohio State University 1986 — 1990
BSBA, Accounting, Finance
Mizuho Securities USA Inc. October 2009 - Present
Merrill Lynch 1998 - February 2011
Ernst & Young January 1996 - May 1998
Ernst & Young January 1991 - January 1996
Skills
Mergers, CRM, Convertible Bonds, Securities, Bonds, Due Diligence, Fixed Income, Series 7, Hedge Funds, Capital Markets, Bloomberg, Derivatives, Portfolio Management, Valuation, Asset Managment, Financial Modeling, Investments, Credit Analysis
Education
The Ohio State University 1986 — 1990
BSBA, Accounting, Finance
Andrew Hopkins's Merrill Lynch Experience September 2008 - June 2009
Job Transaction Advisory Services at EY
Industry Financial Services
Experience
EY September 2014 - Present
Ernst & Young September 2010 - September 2014
Ernst & Young June 2009 - August 2009
Merrill Lynch September 2008 - June 2009
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Finance, Financial Accounting
Education
The Ohio State University 2006 — 2010
Bachelor of Science and Business Administration, Accounting and Finance
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science & Business Administration, Accounting and Finance
EY September 2014 - Present
Ernst & Young September 2010 - September 2014
Ernst & Young June 2009 - August 2009
Merrill Lynch September 2008 - June 2009
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Accounting, Finance, Financial Accounting
Education
The Ohio State University 2006 — 2010
Bachelor of Science and Business Administration, Accounting and Finance
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Science & Business Administration, Accounting and Finance
Marc Danneberger's Merrill Lynch Experience June 2010 - September 2010
Job Logistician at DLA Land & Maritime
Industry Financial Services
Experience
DLA Land & Maritime September 2014 - Present
RJ Investment Solutions May 2014 - August 2014
Huntington National Bank November 2013 - May 2014
Global Turf Network July 2013 - November 2013
The Ohio State University September 2006 - December 2012
Merrill Lynch June 2010 - September 2010
Cheryl's Cookies and Brownies June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, Financial Analysis, QuickBooks, GAAP, Account Reconciliation, Income Tax, Accounts Payable, Tax Preparation, Corporate Tax, Sarbanes-Oxley Act, Accounts Receivable, Bookkeeping, US GAAP, IFRS
Education
The Ohio State University 2006 — 2012
Bachelor's degree, Accounting
DLA Land & Maritime September 2014 - Present
RJ Investment Solutions May 2014 - August 2014
Huntington National Bank November 2013 - May 2014
Global Turf Network July 2013 - November 2013
The Ohio State University September 2006 - December 2012
Merrill Lynch June 2010 - September 2010
Cheryl's Cookies and Brownies June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Accounting, Financial Reporting, Auditing, Financial Accounting, Tax, Internal Controls, General Ledger, Financial Analysis, QuickBooks, GAAP, Account Reconciliation, Income Tax, Accounts Payable, Tax Preparation, Corporate Tax, Sarbanes-Oxley Act, Accounts Receivable, Bookkeeping, US GAAP, IFRS
Education
The Ohio State University 2006 — 2012
Bachelor's degree, Accounting
Brad J. Rollins's Merrill Lynch Experience July 2009 - September 2009
Job Corporate Development and Strategy Associate at Owens Corning
Industry Financial Services
Experience
Owens Corning July 2014 - Present
Owens Corning August 2013 - July 2014
Owens Corning February 2013 - August 2013
Owens Corning August 2012 - January 2013
Owens Corning July 2011 - August 2012
Price Waterhouse Coopers June 2010 - September 2010
KPMG Audit January 2010 - March 2010
Students Consulting for Non-Profit Organizations September 2009 - December 2009
Merrill Lynch July 2009 - September 2009
Children's Hunger Alliance June 2009 - September 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Team Leadership, Six Sigma, Green Belt, Valuation, Leadership, Training, 5S, Manufacturing, Lean Manufacturing, Strategic Planning, Business Strategy, Budgets, Finance, Strategy, Auditing, Process Improvement
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
BSBA, Accounting and Finance
Perrysburg High School 2003 — 2007
Owens Corning July 2014 - Present
Owens Corning August 2013 - July 2014
Owens Corning February 2013 - August 2013
Owens Corning August 2012 - January 2013
Owens Corning July 2011 - August 2012
Price Waterhouse Coopers June 2010 - September 2010
KPMG Audit January 2010 - March 2010
Students Consulting for Non-Profit Organizations September 2009 - December 2009
Merrill Lynch July 2009 - September 2009
Children's Hunger Alliance June 2009 - September 2009
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Excel, Team Leadership, Six Sigma, Green Belt, Valuation, Leadership, Training, 5S, Manufacturing, Lean Manufacturing, Strategic Planning, Business Strategy, Budgets, Finance, Strategy, Auditing, Process Improvement
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
BSBA, Accounting and Finance
Perrysburg High School 2003 — 2007
Jim Porz's Merrill Lynch Experience 2005 - 2008
Job Financial Services Professional
Industry Fund-Raising
Experience
Merrill Lynch 2005 - 2008
Merrill Lynch March 2001 - June 2005
Merrill Lynch 1980 - 2001
Skills
Series 7, Mutual Funds, Wealth Management, Banking, Equities, Series 63, Alternative Investments, Investments, FINRA, Financial Advisory, Electronic Trading, Asset Allocation, Securities, Investment Advisory, Uniform Combined State..., Retirement Planning, Series 65, Fixed Income, Hedge Funds, Separately Managed..., Retirement, High Net Worth..., Wealth Management..., Asset Management, Investment Strategies, Investment Management, Options, IRAs, Financial Services, 401k, Series 24, Bonds
Education
The Ohio State University
B.A.
Merrill Lynch 2005 - 2008
Merrill Lynch March 2001 - June 2005
Merrill Lynch 1980 - 2001
Skills
Series 7, Mutual Funds, Wealth Management, Banking, Equities, Series 63, Alternative Investments, Investments, FINRA, Financial Advisory, Electronic Trading, Asset Allocation, Securities, Investment Advisory, Uniform Combined State..., Retirement Planning, Series 65, Fixed Income, Hedge Funds, Separately Managed..., Retirement, High Net Worth..., Wealth Management..., Asset Management, Investment Strategies, Investment Management, Options, IRAs, Financial Services, 401k, Series 24, Bonds
Education
The Ohio State University
B.A.
Brad Dahms's Merrill Lynch Experience September 2009 - December 2009
Job Associate, Healthcare Investment Banking at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald March 2014 - Present
RBC Capital Markets November 2012 - March 2014
J.P. Morgan July 2012 - November 2012
J.P. Morgan July 2010 - July 2012
Merrill Lynch September 2009 - December 2009
J.P. Morgan June 2009 - August 2009
Loss Control Consulting Services June 2008 - January 2009
Skills
Financial Analysis, Fixed Income, Derivatives, Equities, Bonds, Municipal Bonds, Financial Accounting, Investment Banking, Capital Markets, Economics, Structured Products, Equity Derivatives, Prime Brokerage, Options, Securities, Financial Structuring, Series 7
Education
The Ohio State University 2006 — 2010
Bachelor of Science, Economics
Cantor Fitzgerald March 2014 - Present
RBC Capital Markets November 2012 - March 2014
J.P. Morgan July 2012 - November 2012
J.P. Morgan July 2010 - July 2012
Merrill Lynch September 2009 - December 2009
J.P. Morgan June 2009 - August 2009
Loss Control Consulting Services June 2008 - January 2009
Skills
Financial Analysis, Fixed Income, Derivatives, Equities, Bonds, Municipal Bonds, Financial Accounting, Investment Banking, Capital Markets, Economics, Structured Products, Equity Derivatives, Prime Brokerage, Options, Securities, Financial Structuring, Series 7
Education
The Ohio State University 2006 — 2010
Bachelor of Science, Economics
Jillian Enderle's Merrill Lynch Experience August 2013 - July 2014
Job Associate Client Relationship Manager/ Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - July 2014
Merrill Lynch 2011 - October 2013
FirstMerit Bank January 2010 - July 2011
Merrill Lynch October 2007 - December 2009
Skills
Investments, Series 7, Retirement Planning, Wealth Management
Education
The Ohio State University 2002 — 2008
Bachelors of Human Ecology, Family Resource Management: Consumer Affairs
Merrill Lynch August 2013 - July 2014
Merrill Lynch 2011 - October 2013
FirstMerit Bank January 2010 - July 2011
Merrill Lynch October 2007 - December 2009
Skills
Investments, Series 7, Retirement Planning, Wealth Management
Education
The Ohio State University 2002 — 2008
Bachelors of Human Ecology, Family Resource Management: Consumer Affairs
Joe Marcinko's Merrill Lynch Experience September 2009 - May 2011
Job VP MultiAsset Product Manager at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2011 - Present
Merrill Lynch September 2009 - May 2011
Barclays Capital September 2008 - September 2009
Lehman Brothers August 2005 - September 2008
TradePipe, LLC 2003 - 2005
Briefing.com 2003 - 2004
Open E Cry, LLC 2002 - 2003
Skills
Fixed Income, Equities, Derivatives, Trading Systems, Trading, Electronic Trading, Equity Derivatives, Options, Capital Markets, Hedge Funds, Product Management, Risk Management, Front-end, Futures Trading, Interest Rate Swaps
Education
The Ohio State University Fisher College of Business 1998 — 2002
Bachelors, Finance
Credit Suisse May 2011 - Present
Merrill Lynch September 2009 - May 2011
Barclays Capital September 2008 - September 2009
Lehman Brothers August 2005 - September 2008
TradePipe, LLC 2003 - 2005
Briefing.com 2003 - 2004
Open E Cry, LLC 2002 - 2003
Skills
Fixed Income, Equities, Derivatives, Trading Systems, Trading, Electronic Trading, Equity Derivatives, Options, Capital Markets, Hedge Funds, Product Management, Risk Management, Front-end, Futures Trading, Interest Rate Swaps
Education
The Ohio State University Fisher College of Business 1998 — 2002
Bachelors, Finance
Virginia Feltman's Merrill Lynch Experience June 2003 - October 2008
Job Financial Professional
Industry Banking
Experience
Huntington National Bank July 2010 - October 2012
Merrill Lynch June 2003 - October 2008
Smith Barney August 1998 - June 2003
Charter One Bank September 1984 - August 1998
Norwest Mortgage April 1993 - April 1994
The Bedford Journal-Herald January 1976 - December 1980
Education
The Ohio State University
Journalism/Communications
University of Toledo
Bachelor of Arts, Journalism & Communications
Huntington National Bank July 2010 - October 2012
Merrill Lynch June 2003 - October 2008
Smith Barney August 1998 - June 2003
Charter One Bank September 1984 - August 1998
Norwest Mortgage April 1993 - April 1994
The Bedford Journal-Herald January 1976 - December 1980
Education
The Ohio State University
Journalism/Communications
University of Toledo
Bachelor of Arts, Journalism & Communications
Adam Allison's Merrill Lynch Experience June 1995 - October 2000
Job Owner/President at Allison Capital Managament
Industry Financial Services
Experience
Allison Capital Management July 2004 - Present
Citigroup October 2000 - July 2004
Merrill Lynch June 1995 - October 2000
Education
The Ohio State University Fisher College of Business 1989 — 1995
Bachelor of Science, Finance
The Ohio State University Fisher College of Business 1989 — 1995
Bachelor of Science, Economics
Allison Capital Management July 2004 - Present
Citigroup October 2000 - July 2004
Merrill Lynch June 1995 - October 2000
Education
The Ohio State University Fisher College of Business 1989 — 1995
Bachelor of Science, Finance
The Ohio State University Fisher College of Business 1989 — 1995
Bachelor of Science, Economics
adam allison's Merrill Lynch Experience June 1995 - October 2000
Job Managing Member at Investment Consultants & Advisors,
Industry Legal Services
Experience
Insight Consultants and Advisors October 2004 - Present
Citigroup October 2000 - July 2004
Merrill Lynch June 1995 - October 2000
Education
The Ohio State University Fisher College of Business 1989 — 1995
B.S., Finance
The Ohio State University Fisher College of Business 1989 — 1995
B.S., Economics
Insight Consultants and Advisors October 2004 - Present
Citigroup October 2000 - July 2004
Merrill Lynch June 1995 - October 2000
Education
The Ohio State University Fisher College of Business 1989 — 1995
B.S., Finance
The Ohio State University Fisher College of Business 1989 — 1995
B.S., Economics
Kyle Denehy's Merrill Lynch Experience July 2005 - October 2005
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities Licensed Financial ConsultantNational City BankMarch 2007 - August 2009
DFS Investments, LLC April 2006 - March 2007
R.J. O'Brien November 2005 - April 2006
Merrill Lynch July 2005 - October 2005
Education
University of Phoenix 2006 — 2008
MBA
The Ohio State University 1999 — 2003
Business and Applied Economics
Fifth Third Securities Licensed Financial ConsultantNational City BankMarch 2007 - August 2009
DFS Investments, LLC April 2006 - March 2007
R.J. O'Brien November 2005 - April 2006
Merrill Lynch July 2005 - October 2005
Education
University of Phoenix 2006 — 2008
MBA
The Ohio State University 1999 — 2003
Business and Applied Economics
Luis Gordillo's Merrill Lynch Experience April 2012 - June 2012
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
Arbor Realty Trust February 2014 - May 2014
Arbor Realty Trust July 2012 - February 2014
Merrill Lynch April 2012 - June 2012
Wells Fargo November 2011 - March 2012
Skills
Argus Modeling, VBA, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Portfolio Management, Economics, Access, Microsoft Excel, DCF, Investments
Education
The Ohio State University Fisher College of Business 2011 — 2012
Master's, Finance
Ohio University
BBA, Accounting and Finance
BlackRock May 2014 - Present
Arbor Realty Trust February 2014 - May 2014
Arbor Realty Trust July 2012 - February 2014
Merrill Lynch April 2012 - June 2012
Wells Fargo November 2011 - March 2012
Skills
Argus Modeling, VBA, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Portfolio Management, Economics, Access, Microsoft Excel, DCF, Investments
Education
The Ohio State University Fisher College of Business 2011 — 2012
Master's, Finance
Ohio University
BBA, Accounting and Finance
Troy Burton's Merrill Lynch Experience May 1997 - March 2002
Job Owner / Director at Sol Yoga Studios
Industry Health, Wellness and Fitness
Experience
Sol Yoga Studios March 2008 - Present
Burton Capital Strategies April 2002 - December 2007
Merrill Lynch May 1997 - March 2002
Skills
Wellbeing, Fitness Training, Strength Training, Yoga, Business Strategy, Administration, New Business Development, Business Development, Business Planning, Fitness Instruction, Fitness Industry, Financial Markets, Financial Analysis, Financial Services, Staff Supervision, Event Planning
Education
Donald T. Regan School of Advanced Financial Management 2004 — 2006
Certified Financial Planner, Financial Planning and Services / Risk Management / Economics
The Ohio State University 1988 — 1992
Bachelor of Science (BS), Allied Health Administration
Sol Yoga Studios March 2008 - Present
Burton Capital Strategies April 2002 - December 2007
Merrill Lynch May 1997 - March 2002
Skills
Wellbeing, Fitness Training, Strength Training, Yoga, Business Strategy, Administration, New Business Development, Business Development, Business Planning, Fitness Instruction, Fitness Industry, Financial Markets, Financial Analysis, Financial Services, Staff Supervision, Event Planning
Education
Donald T. Regan School of Advanced Financial Management 2004 — 2006
Certified Financial Planner, Financial Planning and Services / Risk Management / Economics
The Ohio State University 1988 — 1992
Bachelor of Science (BS), Allied Health Administration
Kathy Seich Santimauro's Merrill Lynch Experience 1985 - 1987
Job Human Resources Professional
Industry Human Resources
Experience
Management Analysis Company 1988 - 1992
Merrill Lynch 1985 - 1987
SCM Corporation 1979 - 1983
General Electric 1974 - 1978
Education
Weatherhead School of Management at Case Western Reserve University 1977 — 1979
MSODA, Organtization Development
The Ohio State University 1969 — 1973
B.S., Psychology
Management Analysis Company 1988 - 1992
Merrill Lynch 1985 - 1987
SCM Corporation 1979 - 1983
General Electric 1974 - 1978
Education
Weatherhead School of Management at Case Western Reserve University 1977 — 1979
MSODA, Organtization Development
The Ohio State University 1969 — 1973
B.S., Psychology
Robert J Casper's Merrill Lynch Experience March 2009 - September 2009
Job Fixed Asset Bookkeeper at McDonald's Corporation
Industry Financial Services
Experience
McDonald's Corporation July 2014 - Present
McDonald's Corporation April 2014 - July 2014
Bubba J Dubbs LLC June 2013 - April 2014
Skylight Financial Group September 2011 - June 2013
The Ohio State University April 2006 - August 2011
Merrill Lynch March 2009 - September 2009
Dick's Sporting Goods December 2005 - April 2006
Subway October 2002 - November 2005
Skills
Personal Financial..., Investments, Retirement Planning, 401k Rollovers, College Education..., Small Business..., Estate Planning, Wealth Management, Financial Analysis, Licensed Life & Health..., Permanent Life Insurance, Disability Benefits, Long Term Care Insurance, Leadership, Microsoft Excel, Analysis, Fixed Annuities, Insurance, Economics, Accounting, Financial Reporting, Financial Accounting, Auditing, Forecasting, Data Analysis
Education
Columbus State Community College 2013 — 2014
Accounting Certificate for CPA, Accounting
The Ohio State University 2004 — 2010
Bachelor of Arts, Economics
Saint Ignatius High School 2000 — 2004
Degree
McDonald's Corporation July 2014 - Present
McDonald's Corporation April 2014 - July 2014
Bubba J Dubbs LLC June 2013 - April 2014
Skylight Financial Group September 2011 - June 2013
The Ohio State University April 2006 - August 2011
Merrill Lynch March 2009 - September 2009
Dick's Sporting Goods December 2005 - April 2006
Subway October 2002 - November 2005
Skills
Personal Financial..., Investments, Retirement Planning, 401k Rollovers, College Education..., Small Business..., Estate Planning, Wealth Management, Financial Analysis, Licensed Life & Health..., Permanent Life Insurance, Disability Benefits, Long Term Care Insurance, Leadership, Microsoft Excel, Analysis, Fixed Annuities, Insurance, Economics, Accounting, Financial Reporting, Financial Accounting, Auditing, Forecasting, Data Analysis
Education
Columbus State Community College 2013 — 2014
Accounting Certificate for CPA, Accounting
The Ohio State University 2004 — 2010
Bachelor of Arts, Economics
Saint Ignatius High School 2000 — 2004
Degree
Mike Tweed's Merrill Lynch Experience October 1987 - August 1988
Job RETIRED Transportation Professional
Industry Package/Freight Delivery
Experience
Roadway Express March 2000 - October 2006
Ameriserve July 1998 - February 2000
Western Auto Supply September 1988 - February 1998
Merrill Lynch October 1987 - August 1988
CPS Delivery System fka Columbus Parcel Service November 1964 - August 1987
Skills
Strategic Planning, Project Management, Program Management, Relocation, Shipping, Employee Benefits, Leadership, Supply Chain Consulting, Container, Process Improvement, 3PL, PeopleCode, Warehousing, Contract Negotiation, Transportation..., Real Estate, Supply Chain..., Supply Chain, Public Speaking
Education
Aquinas College HS
The Ohio State University
Roadway Express March 2000 - October 2006
Ameriserve July 1998 - February 2000
Western Auto Supply September 1988 - February 1998
Merrill Lynch October 1987 - August 1988
CPS Delivery System fka Columbus Parcel Service November 1964 - August 1987
Skills
Strategic Planning, Project Management, Program Management, Relocation, Shipping, Employee Benefits, Leadership, Supply Chain Consulting, Container, Process Improvement, 3PL, PeopleCode, Warehousing, Contract Negotiation, Transportation..., Real Estate, Supply Chain..., Supply Chain, Public Speaking
Education
Aquinas College HS
The Ohio State University
Nicholas Sosnovich's Merrill Lynch Experience November 2010 - March 2011
Job Client Service Associate
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
JPMorgan Chase January 2013 - May 2014
AXA Advisors March 2012 - January 2013
Merrill Lynch November 2010 - March 2011
Vista Rehab Services June 2007 - August 2010
Sylvan Piping Inc. June 2008 - September 2008
Rugs and Riffy's Bar and Grill May 2007 - September 2007
Skills
Finance
Education
The Ohio State University 2006 — 2011
B.S., Financial Management
J.P. Morgan May 2014 - Present
JPMorgan Chase January 2013 - May 2014
AXA Advisors March 2012 - January 2013
Merrill Lynch November 2010 - March 2011
Vista Rehab Services June 2007 - August 2010
Sylvan Piping Inc. June 2008 - September 2008
Rugs and Riffy's Bar and Grill May 2007 - September 2007
Skills
Finance
Education
The Ohio State University 2006 — 2011
B.S., Financial Management
Kelli Schultz's Merrill Lynch Experience June 2010 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Applebee's August 2009 - Present
Education
The Ohio State University 2007 — 2010
Bachelor's, Financial Planning
Merrill Lynch June 2010 - Present
Applebee's August 2009 - Present
Education
The Ohio State University 2007 — 2010
Bachelor's, Financial Planning
Adam Smetzer's Merrill Lynch Experience May 2010 - May 2012
Job Tax Manager at Chornyak & Associates, Ltd.
Industry Financial Services
Experience
Chornyak & Associates, Ltd. May 2012 - Present
Merrill Lynch May 2010 - May 2012
Chornyak & Associates, Ltd. Financial Planning Consultants December 2008 - June 2010
Deloitte & Touche August 2007 - December 2008
Education
The Ohio State University Fisher College of Business
Accounting
Chornyak & Associates, Ltd. May 2012 - Present
Merrill Lynch May 2010 - May 2012
Chornyak & Associates, Ltd. Financial Planning Consultants December 2008 - June 2010
Deloitte & Touche August 2007 - December 2008
Education
The Ohio State University Fisher College of Business
Accounting
Laurie Burkhart's Merrill Lynch Experience May 2014 - Present
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch April 2008 - Present
State Farm February 1986 - June 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities, Investment Strategies, Securities, Fixed Income
Education
The Ohio State University 1981 — 1985
Bachelor of Science (BS), Business/Commerce, General
Merrill Lynch May 2014 - Present
Merrill Lynch April 2008 - Present
State Farm February 1986 - June 2007
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities, Investment Strategies, Securities, Fixed Income
Education
The Ohio State University 1981 — 1985
Bachelor of Science (BS), Business/Commerce, General
Kay Pickerill's Merrill Lynch Experience 1996 - 2008
Job Independent Executive Office Professional
Industry Executive Office
Experience
Merrill Lynch 1996 - 2008
American Airlines 1968 - 1995
General Motors Acceptance Corporation April 1964 - January 1968
Frigidaire Division of GMC 1955 - 1964
Frigidaire GMC June 1955 - April 1963
Skills
Email Marketing, Team Building, Marketing Communications, Leadership, Public Relations, Marketing Strategy, Project Management, Strategic Planning, Online Marketing, Market Research, Operations Management, Customer Service, Social Networking, Time Management, CRM, Team Leadership, Sales
Education
The Ohio State University Fisher College of Business 1955 — 1960
Merrill Lynch 1996 - 2008
American Airlines 1968 - 1995
General Motors Acceptance Corporation April 1964 - January 1968
Frigidaire Division of GMC 1955 - 1964
Frigidaire GMC June 1955 - April 1963
Skills
Email Marketing, Team Building, Marketing Communications, Leadership, Public Relations, Marketing Strategy, Project Management, Strategic Planning, Online Marketing, Market Research, Operations Management, Customer Service, Social Networking, Time Management, CRM, Team Leadership, Sales
Education
The Ohio State University Fisher College of Business 1955 — 1960
Dominic Corso's Merrill Lynch Experience July 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Huntington National Bank February 2014 - June 2014
Merrill Lynch June 2012 - August 2012
Law Office Of Miriam Ocasio May 2010 - August 2012
PNC December 2010 - August 2011
Skills
Financial Modeling, Finance, Investments, Microsoft Excel, Retail Banking, Creative..., Innovation, Public Speaking, Arts, Banking
Education
The Ohio State University 2011 — 2013
Bachelors, Consumer Science, Finance
Youngstown State University
Finance
Merrill Lynch July 2014 - Present
Huntington National Bank February 2014 - June 2014
Merrill Lynch June 2012 - August 2012
Law Office Of Miriam Ocasio May 2010 - August 2012
PNC December 2010 - August 2011
Skills
Financial Modeling, Finance, Investments, Microsoft Excel, Retail Banking, Creative..., Innovation, Public Speaking, Arts, Banking
Education
The Ohio State University 2011 — 2013
Bachelors, Consumer Science, Finance
Youngstown State University
Finance
Katherine Kawecki Eversole's Merrill Lynch Experience 1999 - 2004
Job Manager, Field Enablement at Symantec
Industry Information Technology and Services
Experience
Symantec May 2015 - Present
Oracle April 2014 - May 2015
Sprocket Media (Assigned to Oracle) June 2013 - March 2014
Farr, Miller & Washington April 2012 - June 2013
Bank of America Merrill Lynch January 2010 - March 2011
UBS Wealth Management 2004 - 2009
Merrill Lynch 1999 - 2004
Education
The Ohio State University 2004 — 2006
BA, Political Science, Economics
Symantec May 2015 - Present
Oracle April 2014 - May 2015
Sprocket Media (Assigned to Oracle) June 2013 - March 2014
Farr, Miller & Washington April 2012 - June 2013
Bank of America Merrill Lynch January 2010 - March 2011
UBS Wealth Management 2004 - 2009
Merrill Lynch 1999 - 2004
Education
The Ohio State University 2004 — 2006
BA, Political Science, Economics
John W. Packard's Merrill Lynch Experience October 1994 - July 1996
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2003 - Present
UBS August 2000 - October 2003
J. C. Bradford & Co. June 1996 - August 2000
Merrill Lynch October 1994 - July 1996
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Series 66
Education
The Ohio State University - The Max M. Fisher College of Business
BS
Washington University in St. Louis
MBA
Wells Fargo Advisors September 2003 - Present
UBS August 2000 - October 2003
J. C. Bradford & Co. June 1996 - August 2000
Merrill Lynch October 1994 - July 1996
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Series 66
Education
The Ohio State University - The Max M. Fisher College of Business
BS
Washington University in St. Louis
MBA
Kelly Dornbrook Statler's Merrill Lynch Experience April 2007 - April 2010
Job Vice President, Jefferies Bache
Industry Banking
Experience
Jefferies & Company November 2012 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Bank of America May 2010 - January 2012
Merrill Lynch April 2007 - April 2010
Rosenthal Collins Group November 2005 - March 2007
Cargill September 2004 - November 2005
Cargill May 2004 - September 2004
NCR Corporation June 2003 - May 2004
Education
The Ohio State University 1999 — 2003
BSBA, Finance
NFA Series 3 License
Jefferies & Company November 2012 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Bank of America May 2010 - January 2012
Merrill Lynch April 2007 - April 2010
Rosenthal Collins Group November 2005 - March 2007
Cargill September 2004 - November 2005
Cargill May 2004 - September 2004
NCR Corporation June 2003 - May 2004
Education
The Ohio State University 1999 — 2003
BSBA, Finance
NFA Series 3 License
adam allison's Merrill Lynch Experience August 1995 - October 2000
Job Broker at Stoltz companies
Industry Real Estate
Experience
stoltz companies July 2009 - Present
allson capital managment July 2004 - Present
Merrill Lynch August 1995 - October 2000
Skills
Short Sales, New Home Sales, First Time Home Buyers, Investment Properties, Condos, Sellers, Single Family Homes, Buyer Representation, REO, Investors, Relocation, Real Estate Transactions, Foreclosures
Education
The Ohio State University 1989 — 1995
Bachelor's degree, Finance, General
The Ohio State University 1989 — 1995
Bachelor's degree, Economics
stoltz companies July 2009 - Present
allson capital managment July 2004 - Present
Merrill Lynch August 1995 - October 2000
Skills
Short Sales, New Home Sales, First Time Home Buyers, Investment Properties, Condos, Sellers, Single Family Homes, Buyer Representation, REO, Investors, Relocation, Real Estate Transactions, Foreclosures
Education
The Ohio State University 1989 — 1995
Bachelor's degree, Finance, General
The Ohio State University 1989 — 1995
Bachelor's degree, Economics
Trent Pryor's Merrill Lynch Experience April 2003 - Present
Job Vice President Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2003 - Present
Education
The Ohio State University
Merrill Lynch April 2003 - Present
Education
The Ohio State University
Elizabeth Hopta's Merrill Lynch Experience August 2012 - Present
Job Registered client associate
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Merrill Lynch June 2011 - September 2011
Merrill Lynch June 2010 - September 2010
Education
The Ohio State University 2008 — 2012
Merrill Lynch August 2012 - Present
Merrill Lynch June 2011 - September 2011
Merrill Lynch June 2010 - September 2010
Education
The Ohio State University 2008 — 2012
Rob Truckly's Merrill Lynch Experience August 1989 - Present
Job Vice President, PIA Program Portfolio Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 1989 - Present
Education
The Ohio State University
Bachelor's degree, Finance, General
Merrill Lynch August 1989 - Present
Education
The Ohio State University
Bachelor's degree, Finance, General
Justin Cress's Merrill Lynch Experience June 2001 - September 2001
Job President & CEO at Cress Wealth Strategies & SunDown Tan, LLC
Industry Financial Services
Experience
Cress Wealth Strategies & SunDown Tan, LLC 2007 - Present
Raymond James Financial Inc. March 2003 - 2007
Merrill Lynch June 2001 - September 2001
Education
The Ohio State University 1998 — 2003
Bachelor of Science (BS), Financial Planning and Services
Cress Wealth Strategies & SunDown Tan, LLC 2007 - Present
Raymond James Financial Inc. March 2003 - 2007
Merrill Lynch June 2001 - September 2001
Education
The Ohio State University 1998 — 2003
Bachelor of Science (BS), Financial Planning and Services
Arnie Plonski's Merrill Lynch Experience 1981 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1981 - Present
Education
The Ohio State University
Bachelor's degree, Mathematics
Merrill Lynch 1981 - Present
Education
The Ohio State University
Bachelor's degree, Mathematics
Greg Gerczak's Merrill Lynch Experience March 1999 - Present
Job AVP/Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1999 - Present
Merrill Lynch June 1997 - February 1999
Skills
Series 7
Education
The Ohio State University 1996 — 1999
Bachelor's degree
Merrill Lynch March 1999 - Present
Merrill Lynch June 1997 - February 1999
Skills
Series 7
Education
The Ohio State University 1996 — 1999
Bachelor's degree
Erin Code's Merrill Lynch Experience June 2012 - August 2012
Job Student at The Ohio State University
Industry Financial Services
Experience
Merrill Lynch June 2012 - August 2012
Education
The Ohio State University 2009 — 2013
Merrill Lynch June 2012 - August 2012
Education
The Ohio State University 2009 — 2013
Natalie Romano's Merrill Lynch Experience 2000 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Pottery Barn October 2014 - Present
Merrill Lynch 2000 - 2003
Education
The Ohio State University 1995 — 1999
Bachelor's degree, Political Science and Government
Pottery Barn October 2014 - Present
Merrill Lynch 2000 - 2003
Education
The Ohio State University 1995 — 1999
Bachelor's degree, Political Science and Government
Albert Lucci's Merrill Lynch Experience July 1987 - July 1993
Job Vice PresidentFinancial Advisor at UBS
Industry Financial Services
Experience
UBS Vice PresidentMorgan StanleyJuly 1993 - July 2011
Merrill Lynch July 1987 - July 1993
Education
OHIO STATE UNIVERSITY
Bachelor’s Degree, Business Administration and Finance
UBS Vice PresidentMorgan StanleyJuly 1993 - July 2011
Merrill Lynch July 1987 - July 1993
Education
OHIO STATE UNIVERSITY
Bachelor’s Degree, Business Administration and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank