Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Cynthia Xu Cynthia Xu's Merrill Lynch Experience 2007 - 2008
Job Business Development at Tencent
Industry Internet
Experience
Tencent July 2015 - Present
Peek.com October 2014 - December 2014
Amazon June 2014 - August 2014
Credit Suisse 2011 - 2013
UBS 2010 - 2011
The Berkeley Group 2009 - 2010
UBS 2009 - 2009
Haas School of Business, UC Berkeley 2008 - 2008
Merrill Lynch 2007 - 2008
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Emerging Markets, Private Equity, Chinese, Financial Analysis, Bloomberg, Data Analysis, Economics, Technology, Internet Services
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Management, Graduated with Honors
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Economics, Minor in Chinese Language
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
The University of Hong Kong 2008 — 2008
Social Science, Economics
Tencent July 2015 - Present
Peek.com October 2014 - December 2014
Amazon June 2014 - August 2014
Credit Suisse 2011 - 2013
UBS 2010 - 2011
The Berkeley Group 2009 - 2010
UBS 2009 - 2009
Haas School of Business, UC Berkeley 2008 - 2008
Merrill Lynch 2007 - 2008
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Emerging Markets, Private Equity, Chinese, Financial Analysis, Bloomberg, Data Analysis, Economics, Technology, Internet Services
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Management, Graduated with Honors
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Economics, Minor in Chinese Language
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
The University of Hong Kong 2008 — 2008
Social Science, Economics
Jacquelyn Grace Wilson Jacquelyn Grace Wilson's Merrill Lynch Experience August 2006 - October 2012
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
M310 October 2012 - May 2013
Merrill Lynch August 2006 - October 2012
Merrill Lynch - Princeton Retirement Group May 2006 - August 2006
Skills
Investment Strategies, Series 7
Education
The University of Georgia
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC July 2013 - Present
M310 October 2012 - May 2013
Merrill Lynch August 2006 - October 2012
Merrill Lynch - Princeton Retirement Group May 2006 - August 2006
Skills
Investment Strategies, Series 7
Education
The University of Georgia
Bachelor of Arts (B.A.)
Angela Copeland Angela Copeland's Merrill Lynch Experience March 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Bank of America July 2009 - March 2011
Skills
Series 7, Series 66, Chartered Retirement...
Education
The University of Georgia 2005 — 2009
BBA, Economics
Merrill Lynch March 2011 - Present
Bank of America July 2009 - March 2011
Skills
Series 7, Series 66, Chartered Retirement...
Education
The University of Georgia 2005 — 2009
BBA, Economics
Kevin Pusch Kevin Pusch's Merrill Lynch Experience June 2006 - September 2006
Job Bilingual, International Business graduate looking for a challenging career
Industry International Trade and Development
Experience
Acceptance Insurance September 2014 - Present
English Connection September 2012 - July 2014
CEIP San Sebastián October 2009 - June 2012
Self Employed August 2008 - August 2009
Colegio Jesús y María October 2007 - June 2008
Pennsylvania Scale Company April 2008 - April 2008
Timothy Road Elementary School January 2007 - June 2007
Merrill Lynch June 2006 - September 2006
Skills
Teaching, Spanish, Translation, Interpreting, Customer Oriented, Investments, Interviews, International Business, Foreign Languages, Teaching English as a..., Language Teaching, Bilingual-English/Spanis..., Client Billing, Customer Retention, Customer Satisfaction, SAP, Invoicing, Microsoft Office, Customer Service
Education
Universidad de Alcalá 2011 — 2012
Master's Degree, La enseñanza de español como lengua extranjera
The University of Georgia 2003 — 2006
Bachelor's Degree, International Finance, 3.83
The University of Georgia 2003 — 2006
Bachelor's Degree, Spanish Language and Literature, 3.83
Acceptance Insurance September 2014 - Present
English Connection September 2012 - July 2014
CEIP San Sebastián October 2009 - June 2012
Self Employed August 2008 - August 2009
Colegio Jesús y María October 2007 - June 2008
Pennsylvania Scale Company April 2008 - April 2008
Timothy Road Elementary School January 2007 - June 2007
Merrill Lynch June 2006 - September 2006
Skills
Teaching, Spanish, Translation, Interpreting, Customer Oriented, Investments, Interviews, International Business, Foreign Languages, Teaching English as a..., Language Teaching, Bilingual-English/Spanis..., Client Billing, Customer Retention, Customer Satisfaction, SAP, Invoicing, Microsoft Office, Customer Service
Education
Universidad de Alcalá 2011 — 2012
Master's Degree, La enseñanza de español como lengua extranjera
The University of Georgia 2003 — 2006
Bachelor's Degree, International Finance, 3.83
The University of Georgia 2003 — 2006
Bachelor's Degree, Spanish Language and Literature, 3.83
Caitlin Saltonstall Caitlin Saltonstall's Merrill Lynch Experience December 2010 - April 2011
Job TS Valuation Senior Associate at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC September 2012 - June 2015
Varian Medical Systems May 2011 - August 2011
Merrill Lynch December 2010 - April 2011
University of Georgia Athletic Association July 2010 - January 2011
the ZOI September 2009 - May 2010
Delta Delta Delta Alpha Rho chapter September 2008 - May 2009
Skills
Microsoft Word, Event Planning, Facebook, Social Networking, Finance, Time Management, Financial Analysis, Analysis, Investments, Business Planning, Management, Valuation, Business Development, Financial Modeling, Nonprofits, Editing, Accounting, Mergers & Acquisitions, Intangible Assets, Microsoft Excel, Financial Reporting, Capital IQ, Business Valuation, Microsoft Office, PowerPoint, Social Media
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Science, Finance and Marketing
University of Georgia, GLOBIS program in Verona 2010 — 2010
Business Administration, Management
PwC July 2015 - Present
PwC September 2012 - June 2015
Varian Medical Systems May 2011 - August 2011
Merrill Lynch December 2010 - April 2011
University of Georgia Athletic Association July 2010 - January 2011
the ZOI September 2009 - May 2010
Delta Delta Delta Alpha Rho chapter September 2008 - May 2009
Skills
Microsoft Word, Event Planning, Facebook, Social Networking, Finance, Time Management, Financial Analysis, Analysis, Investments, Business Planning, Management, Valuation, Business Development, Financial Modeling, Nonprofits, Editing, Accounting, Mergers & Acquisitions, Intangible Assets, Microsoft Excel, Financial Reporting, Capital IQ, Business Valuation, Microsoft Office, PowerPoint, Social Media
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Marketing
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Science, Finance and Marketing
University of Georgia, GLOBIS program in Verona 2010 — 2010
Business Administration, Management
Paul Calendrillo Paul Calendrillo's Merrill Lynch Experience June 1976 - June 1990
Job Founder at Paul Calendrillo LLC
Industry Fine Art
Experience
Paul Calendrillo New York September 2013 - Present
Zvidance August 2012 - Present
The Excellence in Practice Enterprise January 1997 - December 2012
NatWest Bank September 1994 - March 1997
PaineWebber June 1992 - September 1994
Citicorp September 1990 - June 1992
Merrill Lynch June 1976 - June 1990
Skills
Project Management, Training & Development, Coaching, Investments, Executive Coaching, Banking, Leadership Development, Public Speaking, Instructional Design, Mentoring, Performance Management, E-learning, New Business Development, Talent Management, Training Skills, Talent Development, Performance Improvement, Soft Skills, Management Development, E-Learning, Training, Consulting, Employee Training, Financial Services
Education
New York University 1976 — 1978
M.A, Philosophy
University of Findlay 1968 — 1971
BA, English
Paul Calendrillo New York September 2013 - Present
Zvidance August 2012 - Present
The Excellence in Practice Enterprise January 1997 - December 2012
NatWest Bank September 1994 - March 1997
PaineWebber June 1992 - September 1994
Citicorp September 1990 - June 1992
Merrill Lynch June 1976 - June 1990
Skills
Project Management, Training & Development, Coaching, Investments, Executive Coaching, Banking, Leadership Development, Public Speaking, Instructional Design, Mentoring, Performance Management, E-learning, New Business Development, Talent Management, Training Skills, Talent Development, Performance Improvement, Soft Skills, Management Development, E-Learning, Training, Consulting, Employee Training, Financial Services
Education
New York University 1976 — 1978
M.A, Philosophy
University of Findlay 1968 — 1971
BA, English
Brandon Simmons Brandon Simmons's Merrill Lynch Experience July 1998 - November 2004
Job Founder and CEO, Integrity Capital Wealth Management
Industry Financial Services
Experience
Integrity Capital Wealth Management November 2004 - Present
The Churchill Club Ltd 1998 - 2010
Merrill Lynch July 1998 - November 2004
Accenture 1992 - 1997
Education
The University of Edinburgh 1997 — 1998
MBA, Finance
University of Arkansas 1988 — 1992
Integrity Capital Wealth Management November 2004 - Present
The Churchill Club Ltd 1998 - 2010
Merrill Lynch July 1998 - November 2004
Accenture 1992 - 1997
Education
The University of Edinburgh 1997 — 1998
MBA, Finance
University of Arkansas 1988 — 1992
Alex Bosse's Merrill Lynch Experience May 2013 - May 2014
Job Rising Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - July 2015
Croft & Bender August 2014 - August 2014
Frisch Capital Partners, LLC May 2014 - July 2014
Merrill Lynch May 2013 - May 2014
Webb Lacrosse Camp July 2011 - August 2013
Skills
Financial Modeling, Salesforce.com, Asset Management, Market Analysis, Equity Research, Leadership, Computers, People-oriented, S&P CapitalIQ, IBIS World, Morningstar Office, Highly detail oriented, Negotiation, Customer Service
Education
The University of Georgia 2012 — 2016
Finance, Cumulative GPA: 4.0 / 4.0
Wall Street Prep 2013 — 2014
Financial Valuation and Modeling, Mergers & Acquisitions and Leveraged Buyout Modeling
Webb School of Knoxville 2008 — 2012
J.P. Morgan June 2015 - July 2015
Croft & Bender August 2014 - August 2014
Frisch Capital Partners, LLC May 2014 - July 2014
Merrill Lynch May 2013 - May 2014
Webb Lacrosse Camp July 2011 - August 2013
Skills
Financial Modeling, Salesforce.com, Asset Management, Market Analysis, Equity Research, Leadership, Computers, People-oriented, S&P CapitalIQ, IBIS World, Morningstar Office, Highly detail oriented, Negotiation, Customer Service
Education
The University of Georgia 2012 — 2016
Finance, Cumulative GPA: 4.0 / 4.0
Wall Street Prep 2013 — 2014
Financial Valuation and Modeling, Mergers & Acquisitions and Leveraged Buyout Modeling
Webb School of Knoxville 2008 — 2012
Will McCartney Will McCartney's Merrill Lynch Experience June 2014 - August 2014
Job Revenue Management Analyst at Delta Air Lines; Founder at DinnerCrunch, LLC
Industry Airlines/Aviation
Experience
Delta Air Lines January 2015 - Present
DinnerCrunch, LLC January 2015 - Present
Merrill Lynch June 2014 - August 2014
US Senator Johnny Isakson May 2014 - June 2014
Augusta National Golf Club January 2014 - April 2014
Siemens Industry US May 2013 - July 2013
The University of Georgia Center for Continued Education February 2012 - April 2013
Skills
Public Speaking, Customer Service, Time Management, Microsoft Excel, Problem Solving, Corporate Finance, PowerPoint, Management, Social Media, Access, Project Planning, CRM
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General; Certificate of Leadership
Westminster Schools of Augusta 2001 — 2010
Delta Air Lines January 2015 - Present
DinnerCrunch, LLC January 2015 - Present
Merrill Lynch June 2014 - August 2014
US Senator Johnny Isakson May 2014 - June 2014
Augusta National Golf Club January 2014 - April 2014
Siemens Industry US May 2013 - July 2013
The University of Georgia Center for Continued Education February 2012 - April 2013
Skills
Public Speaking, Customer Service, Time Management, Microsoft Excel, Problem Solving, Corporate Finance, PowerPoint, Management, Social Media, Access, Project Planning, CRM
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General; Certificate of Leadership
Westminster Schools of Augusta 2001 — 2010
Joyce Cheung Joyce Cheung's Merrill Lynch Experience June 2010 - December 2010
Job Business Associate at ZS Associates
Industry Management Consulting
Experience
ZS Associates September 2013 - Present
ZS Associates June 2012 - August 2012
The Walt Disney Company June 2011 - June 2011
Merrill Lynch June 2010 - December 2010
Skills
Microsoft Excel, Data Analysis, Research, Bloomberg Terminal, Microsoft Word, Quantitative Analytics, Presentations, Leadership, Event Planning, Economics, Stata, Market Research, Financial Analysis, PowerPoint
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics, Global Studies
The University of Hong Kong 2011 — 2011
Bachelor of Business Administration (BBA), Faculty of Economics and Finance
ZS Associates September 2013 - Present
ZS Associates June 2012 - August 2012
The Walt Disney Company June 2011 - June 2011
Merrill Lynch June 2010 - December 2010
Skills
Microsoft Excel, Data Analysis, Research, Bloomberg Terminal, Microsoft Word, Quantitative Analytics, Presentations, Leadership, Event Planning, Economics, Stata, Market Research, Financial Analysis, PowerPoint
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics, Global Studies
The University of Hong Kong 2011 — 2011
Bachelor of Business Administration (BBA), Faculty of Economics and Finance
Jennifer Wu's Merrill Lynch Experience June 2006 - August 2006
Job MBA Candidate at UCLA Anderson School of Management
Industry Consumer Electronics
Experience
UCLA Anderson School of Management August 2015 - Present
KPMG US April 2012 - July 2015
KPMG November 2010 - March 2013
Taiwanese American Professionals (TAP) April 2010 - August 2011
Haas School of Business May 2010 - July 2010
GoodGuide, Inc. July 2007 - July 2008
Merrill Lynch June 2006 - August 2006
Skills
Mandarin, Auditing, Economics, Financial Analysis, Internal Controls, Non-profits, Microsoft Excel, Accounting, Microsoft Office, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Research, US GAAP, Leadership, SEC filings, SEC Filings
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley 2006 — 2010
B.S., B.A., Business Administration, Asian Studies
University of California, Berkeley, Haas School of Business 2006 — 2010
B.S., Business Administration, Global Management Concentration
The University of Hong Kong 2009 — 2009
Faculty of Business & Economics
Saratoga High School
UCLA Anderson School of Management August 2015 - Present
KPMG US April 2012 - July 2015
KPMG November 2010 - March 2013
Taiwanese American Professionals (TAP) April 2010 - August 2011
Haas School of Business May 2010 - July 2010
GoodGuide, Inc. July 2007 - July 2008
Merrill Lynch June 2006 - August 2006
Skills
Mandarin, Auditing, Economics, Financial Analysis, Internal Controls, Non-profits, Microsoft Excel, Accounting, Microsoft Office, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Research, US GAAP, Leadership, SEC filings, SEC Filings
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley 2006 — 2010
B.S., B.A., Business Administration, Asian Studies
University of California, Berkeley, Haas School of Business 2006 — 2010
B.S., Business Administration, Global Management Concentration
The University of Hong Kong 2009 — 2009
Faculty of Business & Economics
Saratoga High School
Will Allen, CRPC® Will Allen, CRPC®'s Merrill Lynch Experience January 2000 - April 2001
Job Principal at Sentara Capital
Industry Financial Services
Experience
Foundation for Personal Financial Education April 2009 - Present
Sentara Capital, LLC May 2007 - Present
Financial Partners Wealth Management May 2007 - December 2011
Wells Fargo August 2001 - May 2007
Merrill Lynch January 2000 - April 2001
Skills
Asset Management, Financial Planning, Wealth Management, Risk Management, Strategic Financial..., Investment Advisory, Retirement
Education
The University of Georgia 1998 — 2001
Finance
Foundation for Personal Financial Education April 2009 - Present
Sentara Capital, LLC May 2007 - Present
Financial Partners Wealth Management May 2007 - December 2011
Wells Fargo August 2001 - May 2007
Merrill Lynch January 2000 - April 2001
Skills
Asset Management, Financial Planning, Wealth Management, Risk Management, Strategic Financial..., Investment Advisory, Retirement
Education
The University of Georgia 1998 — 2001
Finance
Connie Hendrix-Kral Connie Hendrix-Kral's Merrill Lynch Experience March 2007 - December 2009
Job Founder and Fearless Consultant
Industry Nonprofit Organization Management
Experience
Connie Hendrix-Kral, Inc. September 2013 - Present
The Peel Compton Foundation December 2009 - September 2013
Merrill Lynch March 2007 - December 2009
Northwest Arkansas Community Foundation March 2000 - November 2006
North Arkansas Symphony Foundation August 1991 - May 1994
Skills
Non-profits, Board Development, Revenue Building, Organizational Growth, Donations, Board Training, External Marketing, Press Contact, Communications..., Managing Budget, proposal and pubic..., staff and leadership..., Budgets, Public Relations, Press Releases, Marketing, Proposal Writing, Strategic Planning, Nonprofits, Strategic Communications, Marketing Strategy, Grant Writing, Fundraising, Sales, Public Speaking, Policy, Revenue Analysis, Event Management, Media Relations, Social Media Marketing, Marketing Communications, Team Building, Training, Volunteer Management, Event Planning, Leadership, Community Development, Philanthropy, Grants, Community Outreach, Non-profit..., Annual Giving, Program Development, Leadership Development, Sponsorship, Newsletters, Stewardship, Editing, Speech Writing, Social Networking
Education
University of Arkansas at Fayetteville
B.A.; Ed.D., Journalism, History, Higher Education
The University of Georgia
M.A. in Journalism, Journalism
Connie Hendrix-Kral, Inc. September 2013 - Present
The Peel Compton Foundation December 2009 - September 2013
Merrill Lynch March 2007 - December 2009
Northwest Arkansas Community Foundation March 2000 - November 2006
North Arkansas Symphony Foundation August 1991 - May 1994
Skills
Non-profits, Board Development, Revenue Building, Organizational Growth, Donations, Board Training, External Marketing, Press Contact, Communications..., Managing Budget, proposal and pubic..., staff and leadership..., Budgets, Public Relations, Press Releases, Marketing, Proposal Writing, Strategic Planning, Nonprofits, Strategic Communications, Marketing Strategy, Grant Writing, Fundraising, Sales, Public Speaking, Policy, Revenue Analysis, Event Management, Media Relations, Social Media Marketing, Marketing Communications, Team Building, Training, Volunteer Management, Event Planning, Leadership, Community Development, Philanthropy, Grants, Community Outreach, Non-profit..., Annual Giving, Program Development, Leadership Development, Sponsorship, Newsletters, Stewardship, Editing, Speech Writing, Social Networking
Education
University of Arkansas at Fayetteville
B.A.; Ed.D., Journalism, History, Higher Education
The University of Georgia
M.A. in Journalism, Journalism
Torie Runzel Torie Runzel's Merrill Lynch Experience December 2010 - April 2011
Job Director, Global Operations at TREX Group
Industry Consumer Services
Experience
T-REX Group July 2015 - Present
T-REX Group July 2014 - July 2015
DivvyDown September 2012 - September 2014
All College Storage February 2013 - June 2013
Lake Cable, LLC September 2011 - September 2012
GAVIN Evanston September 2011 - May 2012
Moondance Adventures May 2011 - August 2011
Merrill Lynch December 2010 - April 2011
Not Home Documentary December 2010 - December 2010
Nashville International Center for Empowerment August 2008 - December 2010
Skills
Leadership, Facebook, Microsoft Office, Microsoft Excel, Project Management, Entrepreneurship, Negotiation, Management, Advertising, Marketing Strategy, Social Media, E-commerce, Email Marketing, PowerPoint, Analytics, Problem Solving, Sales, Microsoft Word, Spanish, Excel, Word, Marketing, Product Development, Product Management, Technology Management, User Experience, User Interface, User Interaction, User Interface Design, Agile Project Management, Agile Methodologies, Start-ups
Education
Vanderbilt University 2007 — 2011
B.A., Political Science, Managerial Studies: Corporate Strategy, European Studies
The University of Edinburgh 2009 — 2009
Semester Study Abroad, International Relations and Affairs
Evanston Township High School 2003 — 2007
High School
T-REX Group July 2015 - Present
T-REX Group July 2014 - July 2015
DivvyDown September 2012 - September 2014
All College Storage February 2013 - June 2013
Lake Cable, LLC September 2011 - September 2012
GAVIN Evanston September 2011 - May 2012
Moondance Adventures May 2011 - August 2011
Merrill Lynch December 2010 - April 2011
Not Home Documentary December 2010 - December 2010
Nashville International Center for Empowerment August 2008 - December 2010
Skills
Leadership, Facebook, Microsoft Office, Microsoft Excel, Project Management, Entrepreneurship, Negotiation, Management, Advertising, Marketing Strategy, Social Media, E-commerce, Email Marketing, PowerPoint, Analytics, Problem Solving, Sales, Microsoft Word, Spanish, Excel, Word, Marketing, Product Development, Product Management, Technology Management, User Experience, User Interface, User Interaction, User Interface Design, Agile Project Management, Agile Methodologies, Start-ups
Education
Vanderbilt University 2007 — 2011
B.A., Political Science, Managerial Studies: Corporate Strategy, European Studies
The University of Edinburgh 2009 — 2009
Semester Study Abroad, International Relations and Affairs
Evanston Township High School 2003 — 2007
High School
Jim Gatheral Jim Gatheral's Merrill Lynch Experience March 1993 - August 2010
Job Professor at Baruch College, CUNY
Industry Financial Services
Experience
Baruch College August 2010 - Present
GQ Analytics, LLC October 2014 - Present
Merrill Lynch March 1993 - August 2010
Bank of America Merrill Lynch March 1993 - August 2010
New York University 1998 - July 2010
Bankers Trust March 1986 - February 1993
Bank of America August 1983 - February 1986
Skills
Quantitative Finance, Monte Carlo Simulation, Derivatives, R, Stochastic Calculus, Bloomberg, Options, Trading, Equities, Mathematical Modeling, Modeling, Excel, Mathematica, Financial Engineering, Volatility, Econometrics, Microsoft Excel, Numerical Analysis, Financial Modeling, Market Risk, Quantitative Analytics, Equity Derivatives, Statistics, Financial Markets, Hedge Funds, Fixed Income, Quantative Analysis, VBA, Statistical Modeling, Time Series Analysis, Economics, Capital Markets, Credit Derivatives, Emerging Markets, Alternative Investments, Interest Rate..., Commodity, Trading Strategies, Valuation, Macroeconomics, Structured Finance, Portfolio Optimization, Portfolio Management, Trading Systems, Investment Banking, Equity Research
Education
University of Cambridge 1979 — 1983
Ph.D., Theoretical Physics
The University of Glasgow 1975 — 1979
B.Sc., Mathematics and Natural Philiosophy
Baruch College August 2010 - Present
GQ Analytics, LLC October 2014 - Present
Merrill Lynch March 1993 - August 2010
Bank of America Merrill Lynch March 1993 - August 2010
New York University 1998 - July 2010
Bankers Trust March 1986 - February 1993
Bank of America August 1983 - February 1986
Skills
Quantitative Finance, Monte Carlo Simulation, Derivatives, R, Stochastic Calculus, Bloomberg, Options, Trading, Equities, Mathematical Modeling, Modeling, Excel, Mathematica, Financial Engineering, Volatility, Econometrics, Microsoft Excel, Numerical Analysis, Financial Modeling, Market Risk, Quantitative Analytics, Equity Derivatives, Statistics, Financial Markets, Hedge Funds, Fixed Income, Quantative Analysis, VBA, Statistical Modeling, Time Series Analysis, Economics, Capital Markets, Credit Derivatives, Emerging Markets, Alternative Investments, Interest Rate..., Commodity, Trading Strategies, Valuation, Macroeconomics, Structured Finance, Portfolio Optimization, Portfolio Management, Trading Systems, Investment Banking, Equity Research
Education
University of Cambridge 1979 — 1983
Ph.D., Theoretical Physics
The University of Glasgow 1975 — 1979
B.Sc., Mathematics and Natural Philiosophy
Austin Mattys's Merrill Lynch Experience June 2009 - August 2009
Job Financial Advice Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans October 2013 - Present
Thrivent Financial for Lutherans April 2012 - October 2013
Blackstone Consulting Inc October 2011 - January 2012
Accountemps August 2011 - November 2011
Merrill Lynch June 2009 - August 2009
Tactile Systems Technology June 2008 - August 2008
Skills
Retirement Planning, FINRA Series 7, FINRA Series 66, Life & Health Insurance...
Education
University of Kansas 2006 — 2010
Bachelors of Science, Business Administration
Jefferson Senior High School
Thrivent Financial for Lutherans October 2013 - Present
Thrivent Financial for Lutherans April 2012 - October 2013
Blackstone Consulting Inc October 2011 - January 2012
Accountemps August 2011 - November 2011
Merrill Lynch June 2009 - August 2009
Tactile Systems Technology June 2008 - August 2008
Skills
Retirement Planning, FINRA Series 7, FINRA Series 66, Life & Health Insurance...
Education
University of Kansas 2006 — 2010
Bachelors of Science, Business Administration
Jefferson Senior High School
Marcus V. Courtney II Marcus V. Courtney II's Merrill Lynch Experience 2011 - Present
Job Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Retirement Planning, Equities, Investments, Portfolio Management, Asset Allocation, Uniform Combined State..., Series 63, Retirement, 401k, ETFs, IRAs, Relationship Management, Series 65, Estate Planning, Finance
Education
The University of Georgia
Bachelor of Arts (B.A.), International Relations and Affairs
Merrill Lynch 2011 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Retirement Planning, Equities, Investments, Portfolio Management, Asset Allocation, Uniform Combined State..., Series 63, Retirement, 401k, ETFs, IRAs, Relationship Management, Series 65, Estate Planning, Finance
Education
The University of Georgia
Bachelor of Arts (B.A.), International Relations and Affairs
Abigale Magruder Abigale Magruder's Merrill Lynch Experience June 2010 - August 2010
Job PFV Coordinator
Industry Financial Services
Experience
Merrill Lynch June 2010 - August 2010
HVS Asset Management & Advisory, Hotel Management June 2009 - August 2009
Skills
Management, Finance, Mutual Funds, Budgets, Equities, Investment Strategies, Fixed Annuities, Sales Operations, Bonds, Teamwork, Retirement Planning, Retirement, Disability Insurance, Wealth Management, Investments, Life Insurance, Series 7, Series 63, Insurance, Strategic Financial..., Series 6, PowerPoint
Education
Wheaton College (MA) 2007 — 2011
Bachelor of Arts, Economics
The University of Edinburgh 2009 — 2009
Business Economics
Merrill Lynch June 2010 - August 2010
HVS Asset Management & Advisory, Hotel Management June 2009 - August 2009
Skills
Management, Finance, Mutual Funds, Budgets, Equities, Investment Strategies, Fixed Annuities, Sales Operations, Bonds, Teamwork, Retirement Planning, Retirement, Disability Insurance, Wealth Management, Investments, Life Insurance, Series 7, Series 63, Insurance, Strategic Financial..., Series 6, PowerPoint
Education
Wheaton College (MA) 2007 — 2011
Bachelor of Arts, Economics
The University of Edinburgh 2009 — 2009
Business Economics
Chip Hasty Chip Hasty's Merrill Lynch Experience May 1989 - August 1996
Job Managing DirectorInvestments, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1996 - Present
Merrill Lynch May 1989 - August 1996
Skills
Investments, Series 7, Portfolio Management, Financial Advisory, Investment Advisory, Series 63, Retirement Planning
Education
The University of Glasgow 2000 — 2004
MPhil, Scottish Literature
Wake Forest University 1980 — 1982
B.A., Economics
Wells Fargo Advisors August 1996 - Present
Merrill Lynch May 1989 - August 1996
Skills
Investments, Series 7, Portfolio Management, Financial Advisory, Investment Advisory, Series 63, Retirement Planning
Education
The University of Glasgow 2000 — 2004
MPhil, Scottish Literature
Wake Forest University 1980 — 1982
B.A., Economics
Trent Sprague Trent Sprague's Merrill Lynch Experience 1993 - 1993
Job Actuarial Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2009 - Present
Lincoln Financial Group 2003 - October 2009
Lincoln Financial Group 1996 - 2003
G.A. MacDonald Associates 1993 - 1996
Merrill Lynch 1993 - 1993
Marathon Oil Company 1987 - 1993
Skills
Insurance, Finance, Fixed Annuities, Corporate Finance, Employee Benefits, Retirement Planning, Variance Analysis, Valuation, Actuarial Science, Financial Advisory, Tax, Financial Services, Project Planning, Entrepreneurship, Financial Risk, Asset Management, Wealth Management, Banking, Relationship Management, Series 63, Pensions, Access, Analysis
Education
University of Findlay 1988 — 1991
BA, Accounting, Finance
International Business College 1985 — 1986
AA, Accounting
Heritage High School 1981 — 1985
High School Diploma, General Studies
Lincoln Financial Group October 2009 - Present
Lincoln Financial Group 2003 - October 2009
Lincoln Financial Group 1996 - 2003
G.A. MacDonald Associates 1993 - 1996
Merrill Lynch 1993 - 1993
Marathon Oil Company 1987 - 1993
Skills
Insurance, Finance, Fixed Annuities, Corporate Finance, Employee Benefits, Retirement Planning, Variance Analysis, Valuation, Actuarial Science, Financial Advisory, Tax, Financial Services, Project Planning, Entrepreneurship, Financial Risk, Asset Management, Wealth Management, Banking, Relationship Management, Series 63, Pensions, Access, Analysis
Education
University of Findlay 1988 — 1991
BA, Accounting, Finance
International Business College 1985 — 1986
AA, Accounting
Heritage High School 1981 — 1985
High School Diploma, General Studies
Jim Tally Jim Tally's Merrill Lynch Experience 2003 - 2005
Job Partner at SignatureFD
Industry Investment Management
Experience
SignatureFD July 2012 - Present
U.S. Trust 2005 - 2012
Merrill Lynch 2003 - 2005
SunTrust Bank 1993 - 2003
Skills
Wealth Management, Strategic Financial..., Investments, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Planning, Medical Professional &..., Investment Management, Alternative Investments, Financial Services, Finance, Wealth, Equities, Management, Risk Management, Portfolio Management, High Net Worth..., Retirement
Education
The University of Georgia 1988 — 1992
Bachelor of Arts (BA), English
Cannon Financial Institute
Trust and Estate Planning
Southern Trust School
Trust and Estate Planning
SignatureFD July 2012 - Present
U.S. Trust 2005 - 2012
Merrill Lynch 2003 - 2005
SunTrust Bank 1993 - 2003
Skills
Wealth Management, Strategic Financial..., Investments, Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Planning, Medical Professional &..., Investment Management, Alternative Investments, Financial Services, Finance, Wealth, Equities, Management, Risk Management, Portfolio Management, High Net Worth..., Retirement
Education
The University of Georgia 1988 — 1992
Bachelor of Arts (BA), English
Cannon Financial Institute
Trust and Estate Planning
Southern Trust School
Trust and Estate Planning
Jon Wales Jon Wales's Merrill Lynch Experience May 2005 - August 2005
Job Senior Marketing Manager at AOL
Industry Marketing and Advertising
Experience
AOL June 2015 - Present
Volkswagen of America, Inc March 2013 - May 2015
Volkswagen Group of America November 2011 - March 2013
Volkswagen Group July 2010 - November 2011
Canvas Systems November 2008 - May 2009
Mohawk Industries December 2007 - June 2008
Mohawk Industries July 2006 - December 2007
Merrill Lynch May 2005 - August 2005
Skills
Marketing, Forecasting, Finance, Retail, Analysis, Competitive Analysis, Salesforce.com, Analytics, Lead Generation, Market Research, Market Analysis, Marketing Strategy, Strategy, Sales Operations, Online Marketing, Leadership, CRM, Management
Education
University of Georgia - Terry College of Business 2009 — 2010
MBA, Marketing
The University of Georgia 2002 — 2006
BBA, Finance
Roswell High 1998 — 2002
AOL June 2015 - Present
Volkswagen of America, Inc March 2013 - May 2015
Volkswagen Group of America November 2011 - March 2013
Volkswagen Group July 2010 - November 2011
Canvas Systems November 2008 - May 2009
Mohawk Industries December 2007 - June 2008
Mohawk Industries July 2006 - December 2007
Merrill Lynch May 2005 - August 2005
Skills
Marketing, Forecasting, Finance, Retail, Analysis, Competitive Analysis, Salesforce.com, Analytics, Lead Generation, Market Research, Market Analysis, Marketing Strategy, Strategy, Sales Operations, Online Marketing, Leadership, CRM, Management
Education
University of Georgia - Terry College of Business 2009 — 2010
MBA, Marketing
The University of Georgia 2002 — 2006
BBA, Finance
Roswell High 1998 — 2002
David Rowlett David Rowlett's Merrill Lynch Experience 2002 - 2004
Job Associate Portfolio Manager Large Cap Growth at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price December 2014 - Present
T. Rowe Price July 2008 - Present
Neuberger Berman 2004 - 2008
Merrill Lynch 2002 - 2004
Skills
Financial Modeling, Equity Valuation, Equity Research, Equities, Valuation, Asset Management, Investments, Portfolio Management, Investment Management, Corporate Finance, Financial Analysis, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Finance
The University of Georgia 1994 — 1998
BBA, Finance
T. Rowe Price December 2014 - Present
T. Rowe Price July 2008 - Present
Neuberger Berman 2004 - 2008
Merrill Lynch 2002 - 2004
Skills
Financial Modeling, Equity Valuation, Equity Research, Equities, Valuation, Asset Management, Investments, Portfolio Management, Investment Management, Corporate Finance, Financial Analysis, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Finance
The University of Georgia 1994 — 1998
BBA, Finance
AJ Morris CRPC AJ Morris CRPC's Merrill Lynch Experience 1982 - Present
Job Managing Director Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1982 - Present
Skills
Series 7, Wealth Management, Equities, Investments, Management, Mutual Funds, Financial Analysis, Retirement Planning
Education
The University of Georgia 1979 — 1981
Master's degree, Science
Merrill Lynch 1982 - Present
Skills
Series 7, Wealth Management, Equities, Investments, Management, Mutual Funds, Financial Analysis, Retirement Planning
Education
The University of Georgia 1979 — 1981
Master's degree, Science
Jack Hill Jack Hill's Merrill Lynch Experience March 2012 - Present
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2012 - Present
J.P. Morgan Securities August 2010 - January 2012
J. Christopher's February 2008 - April 2010
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Asset Allocation, Asset Management, Series 63, Financial Modeling, Equities, Investment Advisory, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Strategies
Education
Marist School 1994 — 2000
High School
The University of Georgia
Economics, Economics, Finance
Merrill Lynch March 2012 - Present
J.P. Morgan Securities August 2010 - January 2012
J. Christopher's February 2008 - April 2010
Skills
Series 7, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Asset Allocation, Asset Management, Series 63, Financial Modeling, Equities, Investment Advisory, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Strategies
Education
Marist School 1994 — 2000
High School
The University of Georgia
Economics, Economics, Finance
Jacqueline Lee, CPA's Merrill Lynch Experience June 2007 - July 2007
Job MBA Candidate at UCLA Anderson
Industry Financial Services
Experience
Intel Corporation June 2014 - September 2014
Deloitte & Touche September 2010 - September 2013
Deloitte & Touche June 2009 - August 2009
UC Berkeley August 2007 - May 2009
Merrill Lynch June 2007 - July 2007
Skills
Financial Accounting, Microsoft Excel, Financial Audits, GAAP, Financial Analysis, Financial Reporting, US GAAP reporting, Internal Controls, External Audit, CPA, Member of AICPA, Adobe Photoshop, Adobe InDesign, Mandarin, Microsoft Office, Piano, Violin, Auditing, Accounting, Data Analysis, Management
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
The University of Hong Kong 2010 — 2010
Economics and Finance
Intel Corporation June 2014 - September 2014
Deloitte & Touche September 2010 - September 2013
Deloitte & Touche June 2009 - August 2009
UC Berkeley August 2007 - May 2009
Merrill Lynch June 2007 - July 2007
Skills
Financial Accounting, Microsoft Excel, Financial Audits, GAAP, Financial Analysis, Financial Reporting, US GAAP reporting, Internal Controls, External Audit, CPA, Member of AICPA, Adobe Photoshop, Adobe InDesign, Mandarin, Microsoft Office, Piano, Violin, Auditing, Accounting, Data Analysis, Management
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
The University of Hong Kong 2010 — 2010
Economics and Finance
Lauren Albanese Lauren Albanese's Merrill Lynch Experience June 2011 - August 2011
Job at MercedesBenz USA
Industry Financial Services
Experience
Mercedes-Benz USA July 2015 - Present
GreenSky Trade Credit May 2013 - July 2015
Allgood Lounge July 2012 - October 2014
Merrill Lynch June 2011 - August 2011
Ippolito's Italian Restaurant March 2006 - May 2010
Bia's Pizza Kitchen January 2004 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Event Planning, Facebook, Social Networking, Social Media, Public Relations, Time Management, Retail, Editing, Social Media Marketing, Public Speaking, Management, Outlook, Marketing, Sales, HTML, Access, Account Management, Spanish, Teamwork, Fundraising, Event Management, Data Entry, Leadership, Team Leadership, Training, Budgets, Customer Satisfaction
Education
The University of Georgia 2010 — 2012
Bachelor of Science (B.S.), Family Financial Planning
Gainesville State College 2007 — 2009
A.S., Pre-Nursing
Mercedes-Benz USA July 2015 - Present
GreenSky Trade Credit May 2013 - July 2015
Allgood Lounge July 2012 - October 2014
Merrill Lynch June 2011 - August 2011
Ippolito's Italian Restaurant March 2006 - May 2010
Bia's Pizza Kitchen January 2004 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Event Planning, Facebook, Social Networking, Social Media, Public Relations, Time Management, Retail, Editing, Social Media Marketing, Public Speaking, Management, Outlook, Marketing, Sales, HTML, Access, Account Management, Spanish, Teamwork, Fundraising, Event Management, Data Entry, Leadership, Team Leadership, Training, Budgets, Customer Satisfaction
Education
The University of Georgia 2010 — 2012
Bachelor of Science (B.S.), Family Financial Planning
Gainesville State College 2007 — 2009
A.S., Pre-Nursing
Katie Spilman's Merrill Lynch Experience September 2009 - December 2010
Job Senior Accountant at ScaleFactor Partners
Industry Financial Services
Experience
ScaleFactor Partners July 2015 - Present
Ensco plc June 2014 - July 2015
EY August 2012 - May 2014
KPMG August 2011 - July 2012
Merrill Lynch September 2009 - December 2010
Skills
Internal Controls, Microsoft Office, Financial Reporting, Auditing, Customer Service, Financial Accounting, SEC filings, External Audit, US GAAP, Accounting
Education
University of North Florida 2009 — 2011
Master's of Accounting
The University of Georgia 2004 — 2008
B.B.A, International Business
ScaleFactor Partners July 2015 - Present
Ensco plc June 2014 - July 2015
EY August 2012 - May 2014
KPMG August 2011 - July 2012
Merrill Lynch September 2009 - December 2010
Skills
Internal Controls, Microsoft Office, Financial Reporting, Auditing, Customer Service, Financial Accounting, SEC filings, External Audit, US GAAP, Accounting
Education
University of North Florida 2009 — 2011
Master's of Accounting
The University of Georgia 2004 — 2008
B.B.A, International Business
Bryan Hutto Bryan Hutto's Merrill Lynch Experience 1992 - 1995
Job Financial Advisor Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2004 - October 2012
First Covenant Bank May 2004 - October 2012
Ameriprise Financial Services, Inc. October 1995 - 2004
A.G. Edwards & Sons, Inc. 1995 - 2004
Merrill Lynch 1992 - 1995
Thornton Brothers Paper Co. 1989 - 1991
Scott Paper Company 1983 - 1989
Education
The University of Georgia 1977 — 1981
Bachelor's degree, Economics
Raymond James Financial Inc. May 2004 - October 2012
First Covenant Bank May 2004 - October 2012
Ameriprise Financial Services, Inc. October 1995 - 2004
A.G. Edwards & Sons, Inc. 1995 - 2004
Merrill Lynch 1992 - 1995
Thornton Brothers Paper Co. 1989 - 1991
Scott Paper Company 1983 - 1989
Education
The University of Georgia 1977 — 1981
Bachelor's degree, Economics
Tye L Pipkin Tye L Pipkin's Merrill Lynch Experience 2003 - 2010
Job Wealth Management Advisor/Financial Advisor at Canopy Asset Management, LLC
Industry Financial Services
Experience
Canopy Asset Management, LLC June 2010 - Present
Merrill Lynch 2003 - 2010
Skills
Estate Planning, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Investments, IRAs, Asset Allocation, Strategic Financial..., Financial Advisory, Series 7 "Registered..., Series 7, Trust Services, Asset Management, Finance, Mortgage Lending, Securities, Loans, Financial Planning
Education
The University of Georgia 1993 — 1996
BA, Political Science
Glynn Academy 1986 — 1990
Canopy Asset Management, LLC June 2010 - Present
Merrill Lynch 2003 - 2010
Skills
Estate Planning, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Investments, IRAs, Asset Allocation, Strategic Financial..., Financial Advisory, Series 7 "Registered..., Series 7, Trust Services, Asset Management, Finance, Mortgage Lending, Securities, Loans, Financial Planning
Education
The University of Georgia 1993 — 1996
BA, Political Science
Glynn Academy 1986 — 1990
Laura Bryant Laura Bryant's Merrill Lynch Experience January 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Laura Walker Ltd. 2010 - November 2012
Emily Amy Gallery 2009 - 2011
McKenna Long & Aldridge LLP 2008 - 2010
Skills
Recruiting, Microsoft Office, Event Planning, Writing, Press Releases, Sales, Social Media, Marketing, Concept Development, Social Media Marketing, PowerPoint, Salesforce.com, Event Management, Outlook
Education
Sotheby's Institute of Art 2010 — 2010
The University of Georgia 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics
The Westminster Schools
Merrill Lynch January 2013 - Present
Laura Walker Ltd. 2010 - November 2012
Emily Amy Gallery 2009 - 2011
McKenna Long & Aldridge LLP 2008 - 2010
Skills
Recruiting, Microsoft Office, Event Planning, Writing, Press Releases, Sales, Social Media, Marketing, Concept Development, Social Media Marketing, PowerPoint, Salesforce.com, Event Management, Outlook
Education
Sotheby's Institute of Art 2010 — 2010
The University of Georgia 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics
The Westminster Schools
Hunter Drake Hunter Drake's Merrill Lynch Experience May 2005 - June 2006
Job Manager, Digital Sales Marketing at PGA TOUR
Industry Sports
Experience
PGA TOUR March 2015 - Present
PGA TOUR May 2011 - March 2015
MedAssets July 2008 - December 2010
Protiviti July 2006 - June 2008
Merrill Lynch May 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Internal Audit, Market Research, Marketing, Digital Media, Sarbanes-Oxley Act, Sponsorship, Analytics, Marketing Strategy, Sports Marketing, Salesforce.com, Social Media Marketing, Digital Marketing, Online Advertising, Media Planning, Auditing, Management, Sales, CRM, Sales Presentations, Leadership
Education
The University of Georgia 2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics
University of Georgia - Terry College of Business 2001 — 2005
Economics, Economics
PGA TOUR March 2015 - Present
PGA TOUR May 2011 - March 2015
MedAssets July 2008 - December 2010
Protiviti July 2006 - June 2008
Merrill Lynch May 2005 - June 2006
Skills
Financial Analysis, Financial Modeling, Internal Audit, Market Research, Marketing, Digital Media, Sarbanes-Oxley Act, Sponsorship, Analytics, Marketing Strategy, Sports Marketing, Salesforce.com, Social Media Marketing, Digital Marketing, Online Advertising, Media Planning, Auditing, Management, Sales, CRM, Sales Presentations, Leadership
Education
The University of Georgia 2001 — 2005
Bachelor of Business Administration (B.B.A.), Economics
University of Georgia - Terry College of Business 2001 — 2005
Economics, Economics
John Eubanks, CFP®, CDFA™'s Merrill Lynch Experience April 2008 - January 2011
Job Partner at Patton Albertson & Miller, LLC
Industry Financial Services
Experience
Patton Albertson & Miller, LLC January 2011 - Present
Merrill Lynch April 2008 - January 2011
Wachovia Securities 2006 - 2008
Skills
Wealth Management, Estate Planning, Investment Management, Financial Planning, Multi-generational..., Mergers & Acquisitions, Business Exit &..., Business Acquisition, Business Brokerage, Retirement Planning, Trust Services, Risk Management, Divorce, 401k, Defined Benefit
Education
The University of Georgia 2002 — 2007
BSFCS, Financial Planning
Patton Albertson & Miller, LLC January 2011 - Present
Merrill Lynch April 2008 - January 2011
Wachovia Securities 2006 - 2008
Skills
Wealth Management, Estate Planning, Investment Management, Financial Planning, Multi-generational..., Mergers & Acquisitions, Business Exit &..., Business Acquisition, Business Brokerage, Retirement Planning, Trust Services, Risk Management, Divorce, 401k, Defined Benefit
Education
The University of Georgia 2002 — 2007
BSFCS, Financial Planning
Jennifer Hayden Jennifer Hayden's Merrill Lynch Experience December 1996 - February 2005
Job Loan Originator at Finance of America Mortgage LLC
Industry Financial Services
Experience
Gateway Funding April 2008 - Present
Merrill Lynch December 1996 - February 2005
Skills
Mortgage Lending, Loan Origination, Nonprofits, Funding, Loans, First Time Home Buyers, Real Estate, Mortgage Banking, Investments, Reverse Mortgages, Refinance, Banking, Investment Properties, Alternative Investments, FHA, FHA financing, Credit, Real Estate Financing, Commercial Lending, Series 7, Licensing, Public Speaking, Financial Planners, Insurance, Selling, Marketing Strategy, USDA, Due Diligence, Financial Analysis
Education
The University of Georgia 1984 — 1988
BA, Art History
Gateway Funding April 2008 - Present
Merrill Lynch December 1996 - February 2005
Skills
Mortgage Lending, Loan Origination, Nonprofits, Funding, Loans, First Time Home Buyers, Real Estate, Mortgage Banking, Investments, Reverse Mortgages, Refinance, Banking, Investment Properties, Alternative Investments, FHA, FHA financing, Credit, Real Estate Financing, Commercial Lending, Series 7, Licensing, Public Speaking, Financial Planners, Insurance, Selling, Marketing Strategy, USDA, Due Diligence, Financial Analysis
Education
The University of Georgia 1984 — 1988
BA, Art History
Bill Kallaos Jr.'s Merrill Lynch Experience February 2003 - November 2009
Job Financial Advisor at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management November 2009 - Present
Merrill Lynch February 2003 - November 2009
Morgan Stanley Dean Witter March 2001 - January 2003
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, Wealth, Financial Advisory, Securities, Financial Planners, Investment Management, Financial Services, FINRA, Series 7
Education
The University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
Four Seasons Wealth Management November 2009 - Present
Merrill Lynch February 2003 - November 2009
Morgan Stanley Dean Witter March 2001 - January 2003
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, Wealth, Financial Advisory, Securities, Financial Planners, Investment Management, Financial Services, FINRA, Series 7
Education
The University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
Brandi Kittle Brandi Kittle's Merrill Lynch Experience October 2007 - July 2012
Job Financial Services Specialist at Power Source Energy Components, Inc.
Industry Oil & Energy
Experience
Power Source Energy Components, Inc. July 2012 - Present
Merrill Lynch October 2007 - July 2012
Oconee State Bank May 2001 - October 2007
Skills
Financial Analysis, Portfolio Management, Financial Planning, Series 7, Financial Modeling, Equities, Risk Management, Series 63, Asset Management, Asset Allocation
Education
The University of Georgia
Bachelor of Science in Family and Consumer Sciences, Housing and Consumer Economics
Power Source Energy Components, Inc. July 2012 - Present
Merrill Lynch October 2007 - July 2012
Oconee State Bank May 2001 - October 2007
Skills
Financial Analysis, Portfolio Management, Financial Planning, Series 7, Financial Modeling, Equities, Risk Management, Series 63, Asset Management, Asset Allocation
Education
The University of Georgia
Bachelor of Science in Family and Consumer Sciences, Housing and Consumer Economics
Brant M Watson Brant M Watson's Merrill Lynch Experience 2011 - 2014
Job Financial Consultant
Industry Investment Management
Experience
Fidelity Investments 2014 - Present
Merrill Lynch 2011 - 2014
Scott & White Healthcare 2010 - 2011
TASC 2010 - 2011
Newcastle Science City 2009 - 2010
Scott, Douglass & McConnico 2006 - 2008
Skills
Portfolio Management, Business Development, Financial Modeling, Business Strategy, Financial Analysis, Research, Strategic Financial..., Strategy, Risk Management, Strategic Planning, Project Management
Education
CFA Institute
CFA Program Level II Candidate
University of Newcastle-upon-Tyne
Master of Business Administration (MBA), Finance
The University of Texas at Austin
Master's
University of Kansas
Bachelor's
Fidelity Investments 2014 - Present
Merrill Lynch 2011 - 2014
Scott & White Healthcare 2010 - 2011
TASC 2010 - 2011
Newcastle Science City 2009 - 2010
Scott, Douglass & McConnico 2006 - 2008
Skills
Portfolio Management, Business Development, Financial Modeling, Business Strategy, Financial Analysis, Research, Strategic Financial..., Strategy, Risk Management, Strategic Planning, Project Management
Education
CFA Institute
CFA Program Level II Candidate
University of Newcastle-upon-Tyne
Master of Business Administration (MBA), Finance
The University of Texas at Austin
Master's
University of Kansas
Bachelor's
Robert Amato, CFP, CIMA Robert Amato, CFP, CIMA's Merrill Lynch Experience 2000 - 2006
Job Managing Partner at Compass Wealth Management
Industry Financial Services
Experience
Compass Wealth Management (www.compasswm.net) March 2011 - Present
Morgan Stanley Smith Barney January 2006 - March 2011
Merrill Lynch 2000 - 2006
First Union 1997 - 2000
Education
Wharton School, University of Pennsylvania 2007 — 2008
CIMA, Certified Investment Management Analyst Certification
The University of Georgia 1992 — 1996
BBA, Finance
Compass Wealth Management (www.compasswm.net) March 2011 - Present
Morgan Stanley Smith Barney January 2006 - March 2011
Merrill Lynch 2000 - 2006
First Union 1997 - 2000
Education
Wharton School, University of Pennsylvania 2007 — 2008
CIMA, Certified Investment Management Analyst Certification
The University of Georgia 1992 — 1996
BBA, Finance
David Knox, CFA David Knox, CFA's Merrill Lynch Experience November 2009 - December 2010
Job Associate at Hudson Advisors, LLC
Industry Investment Management
Experience
Hudson Advisors, LLC July 2015 - Present
Hudson Advisors, LLC May 2014 - July 2015
Royal Bank of Scotland July 2011 - April 2014
Merrill Lynch November 2009 - December 2010
CIGNA Investment Management June 2010 - August 2010
Darien Public Schools April 2009 - July 2010
Stamford Superior Court January 2010 - April 2010
Northwestern Mutual November 2008 - November 2009
Skills
Portfolio Management, Equities, Fixed Income, Corporate Finance, Finance, Asset Management, Hedge Funds, Trading, Analysis, Financial Risk, Leadership, Wealth Management, Asset Allocation, Economics, Investment Strategies, Management, Strategy
Education
University of Connecticut 2007 — 2011
B.S., Finance with Honors, 3.956/4.0
The University of Hong Kong 2011 — 2011
Finance & Mandarin Chinese
Summer Abroad--Europe 2009 — 2009
Germany, Austria, and Hungary
High School Study Abroad--Japan 2004 — 2005
Japanese Culture, Language
Hudson Advisors, LLC July 2015 - Present
Hudson Advisors, LLC May 2014 - July 2015
Royal Bank of Scotland July 2011 - April 2014
Merrill Lynch November 2009 - December 2010
CIGNA Investment Management June 2010 - August 2010
Darien Public Schools April 2009 - July 2010
Stamford Superior Court January 2010 - April 2010
Northwestern Mutual November 2008 - November 2009
Skills
Portfolio Management, Equities, Fixed Income, Corporate Finance, Finance, Asset Management, Hedge Funds, Trading, Analysis, Financial Risk, Leadership, Wealth Management, Asset Allocation, Economics, Investment Strategies, Management, Strategy
Education
University of Connecticut 2007 — 2011
B.S., Finance with Honors, 3.956/4.0
The University of Hong Kong 2011 — 2011
Finance & Mandarin Chinese
Summer Abroad--Europe 2009 — 2009
Germany, Austria, and Hungary
High School Study Abroad--Japan 2004 — 2005
Japanese Culture, Language
Dave Mullen Dave Mullen's Merrill Lynch Experience November 1980 - March 2007
Job Founding Partner at Altius Learning
Industry Financial Services
Experience
Altius Learning Inc. January 2013 - Present
Learn Tactix Inc. April 2007 - December 2012
Merrill Lynch November 1980 - March 2007
Skills
Management, Training, Retirement Planning, Investments, Wealth Management, Leadership, Financial Services, Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Series 63, Alternative Investments, Wealth, Retirement, Asset Allocation, Finance, Estate Planning, 401k, Investment Strategies, Wealth Management..., Securities
Education
University of Georgia - Terry College of Business 1977 — 1979
MBA, Business
The University of Georgia 1973 — 1977
BA, Journaiism
Altius Learning Inc. January 2013 - Present
Learn Tactix Inc. April 2007 - December 2012
Merrill Lynch November 1980 - March 2007
Skills
Management, Training, Retirement Planning, Investments, Wealth Management, Leadership, Financial Services, Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Series 63, Alternative Investments, Wealth, Retirement, Asset Allocation, Finance, Estate Planning, 401k, Investment Strategies, Wealth Management..., Securities
Education
University of Georgia - Terry College of Business 1977 — 1979
MBA, Business
The University of Georgia 1973 — 1977
BA, Journaiism
Beth Kinstler Beth Kinstler's Merrill Lynch Experience February 1990 - February 2000
Job President at HK Enterprises Supply Company, Inc.
Industry Research
Experience
HK Enterprises Supply Company, Inc. January 2014 - Present
Avalon Appraisals January 1997 - Present
International Society of Appraisers 1997 - Present
Merrill Lynch February 1990 - February 2000
Skills
Pottery, Auctions, Fine Art, Insurance, Bankruptcy, Antiques, Appraisals, Estate Planning, Ceramic, Furniture, Expert Witness, Glass, Sculpture, Appraising, Small Business, Estate Tax Planning, Silver, Art, Museums, Museum Collections, Art History, Estate Sales, Art Exhibitions, Estate Law, Property Law, USPAP, Residential Homes, Personal Property, Collectibles, Selling, Valuation, Curating, Charities, Litigation Support, Painting, History, Appraisers, Galleries, Real Estate, Donations, Books, Claim, Contemporary Art, Liquidation, Commercial Real Estate, Property, Property Management, Jewelry, Real Estate Economics, Real Estate Transactions
Education
The University of Georgia 1973 — 1979
BS, Geology
Armstrong State College 1971 — 1973
Transferred to the University of Georgia to complete my degree, Began my studies as a history major at Armstrong State College before transferring to UGA, Not finished
HK Enterprises Supply Company, Inc. January 2014 - Present
Avalon Appraisals January 1997 - Present
International Society of Appraisers 1997 - Present
Merrill Lynch February 1990 - February 2000
Skills
Pottery, Auctions, Fine Art, Insurance, Bankruptcy, Antiques, Appraisals, Estate Planning, Ceramic, Furniture, Expert Witness, Glass, Sculpture, Appraising, Small Business, Estate Tax Planning, Silver, Art, Museums, Museum Collections, Art History, Estate Sales, Art Exhibitions, Estate Law, Property Law, USPAP, Residential Homes, Personal Property, Collectibles, Selling, Valuation, Curating, Charities, Litigation Support, Painting, History, Appraisers, Galleries, Real Estate, Donations, Books, Claim, Contemporary Art, Liquidation, Commercial Real Estate, Property, Property Management, Jewelry, Real Estate Economics, Real Estate Transactions
Education
The University of Georgia 1973 — 1979
BS, Geology
Armstrong State College 1971 — 1973
Transferred to the University of Georgia to complete my degree, Began my studies as a history major at Armstrong State College before transferring to UGA, Not finished
Meki Tate Meki Tate's Merrill Lynch Experience May 2002 - March 2007
Job Volunteer at Whitney Museum of American Art
Industry Broadcast Media
Experience
The National Academy Museum July 2012 - Present
Examiner.com April 2011 - Present
Bank of America February 2011 - Present
Whitney Museum of American Art October 2010 - Present
Playa Hot Szechuan Supper Club February 2010 - Present
Playa Hot Szechuan Supper Club February 2010 - Present
Museum of the City of New York July 2010 - December 2011
PwC August 2009 - July 2010
Associated Press/ENPS September 2008 - October 2008
Merrill Lynch May 2002 - March 2007
Skills
Final Cut Pro, PowerPoint, MS Office Suite, Adobe Photodeluxe, Excel, HTML, Ariba, Concur, LexisNexis, Bloomberg, Visio, Lotus Notes, Illustrator, Video Editing, Audio Editing, SharePoint, Microsoft Excel, Broadcast, Microsoft Office, Social Media, Video, Public Speaking, Storytelling, Writing, Marketing, Event Planning, Editing, Blogging, Video Production
Education
Riverwood High School 1989 — 1993
Diploma, College Prep
The University of Georgia
Bachelor; Grady School, Journalism; Journalism and Mass Communication; Mass Communication
The University of Georgia
Bachelor; Grady School, Journalism; Journalism & Mass Communication
The National Academy Museum July 2012 - Present
Examiner.com April 2011 - Present
Bank of America February 2011 - Present
Whitney Museum of American Art October 2010 - Present
Playa Hot Szechuan Supper Club February 2010 - Present
Playa Hot Szechuan Supper Club February 2010 - Present
Museum of the City of New York July 2010 - December 2011
PwC August 2009 - July 2010
Associated Press/ENPS September 2008 - October 2008
Merrill Lynch May 2002 - March 2007
Skills
Final Cut Pro, PowerPoint, MS Office Suite, Adobe Photodeluxe, Excel, HTML, Ariba, Concur, LexisNexis, Bloomberg, Visio, Lotus Notes, Illustrator, Video Editing, Audio Editing, SharePoint, Microsoft Excel, Broadcast, Microsoft Office, Social Media, Video, Public Speaking, Storytelling, Writing, Marketing, Event Planning, Editing, Blogging, Video Production
Education
Riverwood High School 1989 — 1993
Diploma, College Prep
The University of Georgia
Bachelor; Grady School, Journalism; Journalism and Mass Communication; Mass Communication
The University of Georgia
Bachelor; Grady School, Journalism; Journalism & Mass Communication
Keenan Hale Keenan Hale's Merrill Lynch Experience June 2005 - April 2006
Job Health & Wellness Company
Industry Health, Wellness and Fitness
Experience
Pursuant Health (formerly SoloHealth) March 2015 - Present
DeKalb Medical July 2013 - November 2014
DeKalb Medical December 2010 - June 2013
CCCS January 2007 - June 2010
Merrill Lynch June 2005 - April 2006
Self-employed June 2001 - June 2005
Skills
Customer Service, Human Resources, Recruiting, PowerPoint, Microsoft Office, Onboarding, Payroll, Interviews, Microsoft Excel, Outlook, Training, Coaching, Employee Relations, Applicant Tracking..., Nonprofits, Leadership, Screening, Employee Benefits, Budgets, Policy, Performance Management, PeopleSoft, Leadership Development, HRIS
Education
The University of Georgia 1995 — 2000
Bachelor of Science (B.S.), Public Health Education and Promotion
Pursuant Health (formerly SoloHealth) March 2015 - Present
DeKalb Medical July 2013 - November 2014
DeKalb Medical December 2010 - June 2013
CCCS January 2007 - June 2010
Merrill Lynch June 2005 - April 2006
Self-employed June 2001 - June 2005
Skills
Customer Service, Human Resources, Recruiting, PowerPoint, Microsoft Office, Onboarding, Payroll, Interviews, Microsoft Excel, Outlook, Training, Coaching, Employee Relations, Applicant Tracking..., Nonprofits, Leadership, Screening, Employee Benefits, Budgets, Policy, Performance Management, PeopleSoft, Leadership Development, HRIS
Education
The University of Georgia 1995 — 2000
Bachelor of Science (B.S.), Public Health Education and Promotion
Steve Hook's Merrill Lynch Experience August 1996 - February 2004
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2010 - Present
createthe group llc July 2003 - Present
JP Morgan March 2004 - November 2009
Merrill Lynch August 1996 - February 2004
Bankers Trust July 1989 - July 1996
K3 Group September 1986 - June 1989
Skills
Derivatives, Equity Derivatives, Equities, Risk Management, Risk, Trading Systems, Capital Markets, Financial Markets, Options, Electronic Trading, Equity Trading, Securities, Market Making, Business Strategy, Vendor Management, Interest Rate..., Trading
Education
The University of Hull 1983 — 1986
BSc, Electronic Engineering
Credit Suisse October 2010 - Present
createthe group llc July 2003 - Present
JP Morgan March 2004 - November 2009
Merrill Lynch August 1996 - February 2004
Bankers Trust July 1989 - July 1996
K3 Group September 1986 - June 1989
Skills
Derivatives, Equity Derivatives, Equities, Risk Management, Risk, Trading Systems, Capital Markets, Financial Markets, Options, Electronic Trading, Equity Trading, Securities, Market Making, Business Strategy, Vendor Management, Interest Rate..., Trading
Education
The University of Hull 1983 — 1986
BSc, Electronic Engineering
Emily Garrison's Merrill Lynch Experience May 2011 - August 2013
Job Account Management Intern at Chemistry
Industry Marketing and Advertising
Experience
Chemistry May 2015 - July 2015
Athens Regional Health System January 2015 - April 2015
Talking Dog Advertising October 2014 - April 2015
Weddings in Athens August 2014 - December 2014
The NotWedding May 2014 - August 2014
Peachtree Corners Baptist Church Summer Daze Daycare June 2012 - August 2013
Merrill Lynch May 2011 - August 2013
Skills
Interpersonal..., Microsoft Excel, Social Media, Event Management, Marketing, Advertising, Public Relations, Salesforce.com, Online Advertising, Online Marketing, Public Speaking, WordPress, Microsoft Publisher, Research, Microsoft Word, Editing, Critical Thinking, Squarespace, PowerPoint, Microsoft Office, Event Planning, Social Networking, Time Management
Education
The University of Georgia 2011 — 2015
Journalism, Advertising
Chemistry May 2015 - July 2015
Athens Regional Health System January 2015 - April 2015
Talking Dog Advertising October 2014 - April 2015
Weddings in Athens August 2014 - December 2014
The NotWedding May 2014 - August 2014
Peachtree Corners Baptist Church Summer Daze Daycare June 2012 - August 2013
Merrill Lynch May 2011 - August 2013
Skills
Interpersonal..., Microsoft Excel, Social Media, Event Management, Marketing, Advertising, Public Relations, Salesforce.com, Online Advertising, Online Marketing, Public Speaking, WordPress, Microsoft Publisher, Research, Microsoft Word, Editing, Critical Thinking, Squarespace, PowerPoint, Microsoft Office, Event Planning, Social Networking, Time Management
Education
The University of Georgia 2011 — 2015
Journalism, Advertising
Alexandra Yawn Alexandra Yawn's Merrill Lynch Experience June 2011 - August 2011
Job Officer, Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2013 - Present
The Commodity Merchant June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Finance, Portfolio Management, Financial Analysis, Asset Allocation, Bloomberg, Research, Trading, Valuation, Investments, Financial Modeling, Management
Education
The University of Georgia 2009 — 2013
BBA in Finance, Terry College of Business
U.S. Trust September 2013 - Present
The Commodity Merchant June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Finance, Portfolio Management, Financial Analysis, Asset Allocation, Bloomberg, Research, Trading, Valuation, Investments, Financial Modeling, Management
Education
The University of Georgia 2009 — 2013
BBA in Finance, Terry College of Business
Chrissy Alonzo's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Global Imports BMW September 2010 - July 2011
Ed Voyles Acura September 2009 - September 2010
Ed Voyles Acura January 2007 - August 2009
Skills
Investments, Finance, Retirement Planning, Portfolio Management, Financial Analysis, Insurance, Series 7, Asset Managment, Asset Allocation, Loans, Management, Sales, Financial Modeling, Marketing, Asset Management, Wealth Management, E-commerce, Strategic Planning, Investment Advisory, Mortgage Lending, Commercial Banking, Life Insurance, Financial Advisory
Education
The University of Georgia 2002 — 2006
Merrill Lynch July 2011 - Present
Global Imports BMW September 2010 - July 2011
Ed Voyles Acura September 2009 - September 2010
Ed Voyles Acura January 2007 - August 2009
Skills
Investments, Finance, Retirement Planning, Portfolio Management, Financial Analysis, Insurance, Series 7, Asset Managment, Asset Allocation, Loans, Management, Sales, Financial Modeling, Marketing, Asset Management, Wealth Management, E-commerce, Strategic Planning, Investment Advisory, Mortgage Lending, Commercial Banking, Life Insurance, Financial Advisory
Education
The University of Georgia 2002 — 2006
Scott Solomon Scott Solomon's Merrill Lynch Experience 1994 - 1996
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2006 - Present
American Red Cross 1990 - 2011
A G Edwards November 1996 - November 2005
Merrill Lynch 1994 - 1996
Ernst & Young 1982 - 1990
Education
The University of Georgia 1977 — 1982
BA and MACC, Accounting / Taxes
LPL Financial May 2006 - Present
American Red Cross 1990 - 2011
A G Edwards November 1996 - November 2005
Merrill Lynch 1994 - 1996
Ernst & Young 1982 - 1990
Education
The University of Georgia 1977 — 1982
BA and MACC, Accounting / Taxes
Sally White Sally White's Merrill Lynch Experience July 2015 - Present
Job
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Education
The University of Georgia 1996 — 1998
BBA
University of Georgia - Terry College of Business 1996 — 1998
Merrill Lynch July 2015 - Present
Education
The University of Georgia 1996 — 1998
BBA
University of Georgia - Terry College of Business 1996 — 1998
Konrad M. Rzasa's Merrill Lynch Experience 1997 - 1998
Job CEO Vayu Media Full Service Internet Marketing Firm
Industry Marketing and Advertising
Experience
Vayu Media December 2008 - Present
Polish American Chamber of Commerce Atlanta Georgia February 2008 - Present
ProSys Information Systems March 2007 - May 2011
GE Money, Americas 2006 - 2007
Advanced Disposal Services 2005 - 2006
Allied Waste Industries 2003 - 2005
Raytheon Aircraft 1998 - 2003
Merrill Lynch 1997 - 1998
Skills
Strategic Leadership, Marketing Strategy, Business Strategy, Financial Analysis, Financial Modeling, Web Marketing, Marketing, E-commerce, Travel Marketing, Hotel Marketing, Business Development, SEO, Entrepreneurship, SEM, B2B Marketing, Web Analytics, Social Media Marketing, Online Advertising, Digital Marketing, Strategy, Leadership, Management, Mergers
Education
Wichita State University 2000 — 2001
Master of Arts, Economics
The University of Kansas 1997 — 1998
BS, Business Adm/Finance
Rockhurst Highschool 1994 — 1995
Highschool Diploma
St. Ursula Gymnasium 1989 — 1994
Vayu Media December 2008 - Present
Polish American Chamber of Commerce Atlanta Georgia February 2008 - Present
ProSys Information Systems March 2007 - May 2011
GE Money, Americas 2006 - 2007
Advanced Disposal Services 2005 - 2006
Allied Waste Industries 2003 - 2005
Raytheon Aircraft 1998 - 2003
Merrill Lynch 1997 - 1998
Skills
Strategic Leadership, Marketing Strategy, Business Strategy, Financial Analysis, Financial Modeling, Web Marketing, Marketing, E-commerce, Travel Marketing, Hotel Marketing, Business Development, SEO, Entrepreneurship, SEM, B2B Marketing, Web Analytics, Social Media Marketing, Online Advertising, Digital Marketing, Strategy, Leadership, Management, Mergers
Education
Wichita State University 2000 — 2001
Master of Arts, Economics
The University of Kansas 1997 — 1998
BS, Business Adm/Finance
Rockhurst Highschool 1994 — 1995
Highschool Diploma
St. Ursula Gymnasium 1989 — 1994
John McManus John McManus's Merrill Lynch Experience October 2008 - October 2011
Job Seeking New Technology Management Opportunities
Industry Information Technology and Services
Experience
TIAA-CREF (Consulting through Pride Technologies) June 2012 - Present
Merrill Lynch October 2008 - October 2011
Bank of America - Wealth Investment Management 2004 - 2009
Bank of America February 2002 - October 2008
US Army Reserve May 1982 - November 2005
FleetBoston Financial May 2003 - April 2004
FleetBoston Financial March 2002 - May 2003
Ntirety Technologies August 2001 - February 2002
AT&T Broadband January 1997 - January 2001
DSD Laboratories, Inc January 1987 - January 1997
Skills
SDLC, Data Warehousing, Business Intelligence, Business Process..., Program Management, IT Strategy, Process Improvement, CRM, Enterprise Software, Microsoft SQL Server, ETL, Vendor Management, Software Project..., Project Portfolio..., Project Management, Cross-functional Team..., Databases, Information Management, SQL, Agile Methodologies, Oracle, Business Process, Business Analysis, Enterprise Architecture, IT Management, Software Documentation, Integration, Financial Services, Software Development, Unix, Document Management, Six Sigma, Information Architecture, Organizational..., Management, Strategy, Ab Initio, VLDB, Information Technology, Wealth Management, Team Leadership, Leadership, Requirements Analysis
Education
The University of Kansas 1984 — 1986
MS
University of New Hampshire 1978 — 1982
BS
TIAA-CREF (Consulting through Pride Technologies) June 2012 - Present
Merrill Lynch October 2008 - October 2011
Bank of America - Wealth Investment Management 2004 - 2009
Bank of America February 2002 - October 2008
US Army Reserve May 1982 - November 2005
FleetBoston Financial May 2003 - April 2004
FleetBoston Financial March 2002 - May 2003
Ntirety Technologies August 2001 - February 2002
AT&T Broadband January 1997 - January 2001
DSD Laboratories, Inc January 1987 - January 1997
Skills
SDLC, Data Warehousing, Business Intelligence, Business Process..., Program Management, IT Strategy, Process Improvement, CRM, Enterprise Software, Microsoft SQL Server, ETL, Vendor Management, Software Project..., Project Portfolio..., Project Management, Cross-functional Team..., Databases, Information Management, SQL, Agile Methodologies, Oracle, Business Process, Business Analysis, Enterprise Architecture, IT Management, Software Documentation, Integration, Financial Services, Software Development, Unix, Document Management, Six Sigma, Information Architecture, Organizational..., Management, Strategy, Ab Initio, VLDB, Information Technology, Wealth Management, Team Leadership, Leadership, Requirements Analysis
Education
The University of Kansas 1984 — 1986
MS
University of New Hampshire 1978 — 1982
BS
Mary Kathryn Kennon Mary Kathryn Kennon's Merrill Lynch Experience December 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Carter June 2009 - December 2012
Office of Governor Perdue January 2009 - May 2009
Athens Classic Properties June 2006 - December 2008
MooseHead Ranch May 2008 - August 2008
Fitzgerald+CO May 2007 - August 2007
Skills
Social Media, Social Media Marketing, Advertising, Marketing, Marketing Communications, Event Planning, Marketing Strategy, Public Relations, Account Management, Event Management, Digital Marketing, Copywriting, PowerPoint, Email Marketing, Sales, Customer Service, Graphic Design, Market Research, Strategy, Project Management
Education
The University of Georgia 2004 — 2008
B.A., Journalism, Advertising
The Marist School 1998 — 2004
Merrill Lynch December 2012 - Present
Carter June 2009 - December 2012
Office of Governor Perdue January 2009 - May 2009
Athens Classic Properties June 2006 - December 2008
MooseHead Ranch May 2008 - August 2008
Fitzgerald+CO May 2007 - August 2007
Skills
Social Media, Social Media Marketing, Advertising, Marketing, Marketing Communications, Event Planning, Marketing Strategy, Public Relations, Account Management, Event Management, Digital Marketing, Copywriting, PowerPoint, Email Marketing, Sales, Customer Service, Graphic Design, Market Research, Strategy, Project Management
Education
The University of Georgia 2004 — 2008
B.A., Journalism, Advertising
The Marist School 1998 — 2004
Bo Humphrey Bo Humphrey's Merrill Lynch Experience 1993 - 1995
Job Owner, Altogether Design
Industry Design
Experience
Altogether Design August 2005 - Present
Merrill Lynch 1993 - 1995
Thomson Financial 1990 - 1993
Skills
Residential Design, Fundraising, Interior Design, Furnishings, Project Management, Training, Manage Client..., Construction Management, Space planning, Furniture, Troubleshooting, Product Marketing, Space Planning, Upholstery, Marketing, Strategic Planning, Sales, Management
Education
The University of Georgia 1984 — 1988
BA, History
Unversity of Georgia 1984 — 1988
Bachelor's degree, American History (United States)
Altogether Design August 2005 - Present
Merrill Lynch 1993 - 1995
Thomson Financial 1990 - 1993
Skills
Residential Design, Fundraising, Interior Design, Furnishings, Project Management, Training, Manage Client..., Construction Management, Space planning, Furniture, Troubleshooting, Product Marketing, Space Planning, Upholstery, Marketing, Strategic Planning, Sales, Management
Education
The University of Georgia 1984 — 1988
BA, History
Unversity of Georgia 1984 — 1988
Bachelor's degree, American History (United States)
Carmen Laster Carmen Laster's Merrill Lynch Experience December 2008 - Present
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2008 - Present
Merrill Lynch July 2007 - December 2008
Merrill Lynch March 2005 - July 2007
Merrill Lynch May 2002 - March 2005
Skills
Series 7, Series 66, Series 9, Series 10, Securities, Risk Management, Equities, Wealth Management, Fixed Income, Investments, Financial Analysis, Mutual Funds, Asset Management, Banking, Alternative Investments, Hedge Funds, Capital Markets
Education
The University of Georgia
Bachelor of Arts (BA), Economics
Merrill Lynch December 2008 - Present
Merrill Lynch July 2007 - December 2008
Merrill Lynch March 2005 - July 2007
Merrill Lynch May 2002 - March 2005
Skills
Series 7, Series 66, Series 9, Series 10, Securities, Risk Management, Equities, Wealth Management, Fixed Income, Investments, Financial Analysis, Mutual Funds, Asset Management, Banking, Alternative Investments, Hedge Funds, Capital Markets
Education
The University of Georgia
Bachelor of Arts (BA), Economics
Alexander Sayavongsa's Merrill Lynch Experience November 2014 - Present
Job Financial Advisor/Wealth Manager/Investment Broker at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Banking, Investment Strategy, Portfolio Management, Account Management, 401k, IRAs, Life Insurance, Fixed Annuities, Variable Annuities, Marketing Strategy, Advertising, Market Research, Social Media Marketing, Photoshop, Google Analytics, PowerPoint, Microsoft Word, Microsoft Excel
Education
The University of Georgia 2010 — 2013
Merrill Lynch November 2014 - Present
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Banking, Investment Strategy, Portfolio Management, Account Management, 401k, IRAs, Life Insurance, Fixed Annuities, Variable Annuities, Marketing Strategy, Advertising, Market Research, Social Media Marketing, Photoshop, Google Analytics, PowerPoint, Microsoft Word, Microsoft Excel
Education
The University of Georgia 2010 — 2013
Andrew R. Carro's Merrill Lynch Experience January 1999 - March 2009
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2009 - Present
Merrill Lynch January 1999 - March 2009
Koch Industries August 1998 - January 1999
PepsiCo January 1995 - August 1998
Education
Wichita State University 1989 — 1991
Master's degree, Business Administration and Management, General
The University of Kansas 1983 — 1987
Bachelor’s Degree, Business Administration and Management, General
Winfield,KS High School 1979 — 1983
High School
LPL Financial March 2009 - Present
Merrill Lynch January 1999 - March 2009
Koch Industries August 1998 - January 1999
PepsiCo January 1995 - August 1998
Education
Wichita State University 1989 — 1991
Master's degree, Business Administration and Management, General
The University of Kansas 1983 — 1987
Bachelor’s Degree, Business Administration and Management, General
Winfield,KS High School 1979 — 1983
High School
Ross Hughes, CFP® Ross Hughes, CFP®'s Merrill Lynch Experience May 2007 - August 2007
Job Wealth Manager at Redwood Wealth Management
Industry Financial Services
Experience
Redwood Wealth Management November 2009 - Present
PPA Advisors May 2008 - August 2009
Athens YMCA August 2006 - May 2008
Merrill Lynch May 2007 - August 2007
Education
The University of Georgia 2003 — 2008
BS, Financial Planning
Redwood Wealth Management November 2009 - Present
PPA Advisors May 2008 - August 2009
Athens YMCA August 2006 - May 2008
Merrill Lynch May 2007 - August 2007
Education
The University of Georgia 2003 — 2008
BS, Financial Planning
Meg Church Meg Church's Merrill Lynch Experience October 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch May 2014 - October 2014
Education
The University of Georgia 2010 — 2014
Bachelor’s Degree
Merrill Lynch October 2014 - Present
Merrill Lynch May 2014 - October 2014
Education
The University of Georgia 2010 — 2014
Bachelor’s Degree
Patrick DeMartino Patrick DeMartino's Merrill Lynch Experience May 2011 - August 2011
Job Recent Graduate
Industry Civic & Social Organization
Experience
Emory University June 2014 - Present
University of Georgia August 2014 - May 2015
Georgia Center for Opportunity June 2014 - August 2014
Georgia Center for Opportunity May 2013 - July 2013
Merrill Lynch May 2011 - August 2011
Skills
Child Development, Psychology, Community Outreach, Qualitative Research, Critical Thinking, Communication, Event Planning, Leadership, Microsoft Word, Team Leadership, Social Networking, Customer Service, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Social Media
Education
The University of Georgia 2013 — 2015
Bachelor of Science (B.S.), Psychology
University of Mississippi 2011 — 2013
Psychology
Emory University June 2014 - Present
University of Georgia August 2014 - May 2015
Georgia Center for Opportunity June 2014 - August 2014
Georgia Center for Opportunity May 2013 - July 2013
Merrill Lynch May 2011 - August 2011
Skills
Child Development, Psychology, Community Outreach, Qualitative Research, Critical Thinking, Communication, Event Planning, Leadership, Microsoft Word, Team Leadership, Social Networking, Customer Service, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, Social Media
Education
The University of Georgia 2013 — 2015
Bachelor of Science (B.S.), Psychology
University of Mississippi 2011 — 2013
Psychology
Brad Lathrop's Merrill Lynch Experience June 2012 - August 2012
Job Client Consultant at Run Consultants
Industry Marketing and Advertising
Experience
Run Consultants March 2015 - Present
FoxMetrics November 2014 - February 2015
McKesson Health IT (RelayHealth) May 2014 - August 2014
IMG August 2013 - December 2013
Children's Healthcare of Atlanta June 2013 - July 2013
Merrill Lynch June 2012 - August 2012
NettWorth Financial Group 2012 - 2012
National Commission on Certification of Physician's Assitants June 2011 - July 2011
North Fulton Community Charities 2008 - 2010
Skills
Spanish, Leadership, Public Speaking, PowerPoint, Time Management, Marketing, Microsoft Office, Social Media, Public Relations, Event Planning, Microsoft Word, Research, Social Media Marketing, Social Networking, Writing, Community Outreach, Customer Service, Teamwork, Nonprofits, Fundraising, Program Development, Leadership Development, Creative Problem Solving, Blogging, Innovation, Market Research
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Cum Laude - International Business co-major, Marketing major, Spanish minor
West Forsyth High School 2007 — 2011
Run Consultants March 2015 - Present
FoxMetrics November 2014 - February 2015
McKesson Health IT (RelayHealth) May 2014 - August 2014
IMG August 2013 - December 2013
Children's Healthcare of Atlanta June 2013 - July 2013
Merrill Lynch June 2012 - August 2012
NettWorth Financial Group 2012 - 2012
National Commission on Certification of Physician's Assitants June 2011 - July 2011
North Fulton Community Charities 2008 - 2010
Skills
Spanish, Leadership, Public Speaking, PowerPoint, Time Management, Marketing, Microsoft Office, Social Media, Public Relations, Event Planning, Microsoft Word, Research, Social Media Marketing, Social Networking, Writing, Community Outreach, Customer Service, Teamwork, Nonprofits, Fundraising, Program Development, Leadership Development, Creative Problem Solving, Blogging, Innovation, Market Research
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Cum Laude - International Business co-major, Marketing major, Spanish minor
West Forsyth High School 2007 — 2011
Karolina Tovpenec Karolina Tovpenec's Merrill Lynch Experience May 2015 - Present
Job Retail Manager Intern at Sodexo
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Sodexo September 2013 - Present
Lake Bryn Mawr Camp June 2013 - August 2013
Northwest Special Recreation Association August 2011 - August 2012
Palatine Stables August 2011 - August 2012
Oberweis Dairy April 2011 - August 2012
Skills
Customer Satisfaction, Customer Service, Public Speaking, Fluent in Russian, Analytical Reasoning, Problem Solving, Creative Problem Solving, Communication Skills, Business Communications, Time Management, Organization &..., Microsoft Office, Microsoft Excel, Microsoft Word, Translation, Highly responsible, Market Connection, Timely Decision Making, Event Planning, Marketing, Social Media Marketing, Employee Training, Horses, Training, Equestrian, Sales, Advertising, Teaching, Teamwork
Education
The University of Findlay 2012 — 2016
Bachelor of Science (BS), Finance, English Equine Studies, 3.55
Buffalo Grove High School 2009 — 2012
Merrill Lynch May 2015 - Present
Sodexo September 2013 - Present
Lake Bryn Mawr Camp June 2013 - August 2013
Northwest Special Recreation Association August 2011 - August 2012
Palatine Stables August 2011 - August 2012
Oberweis Dairy April 2011 - August 2012
Skills
Customer Satisfaction, Customer Service, Public Speaking, Fluent in Russian, Analytical Reasoning, Problem Solving, Creative Problem Solving, Communication Skills, Business Communications, Time Management, Organization &..., Microsoft Office, Microsoft Excel, Microsoft Word, Translation, Highly responsible, Market Connection, Timely Decision Making, Event Planning, Marketing, Social Media Marketing, Employee Training, Horses, Training, Equestrian, Sales, Advertising, Teaching, Teamwork
Education
The University of Findlay 2012 — 2016
Bachelor of Science (BS), Finance, English Equine Studies, 3.55
Buffalo Grove High School 2009 — 2012
David E. Burns David E. Burns's Merrill Lynch Experience September 2006 - February 2008
Job D.E. Burns Diversified, Inc.
Industry Legal Services
Experience
BDO Capital Advisors, LLC August 2012 - July 2013
Skatoff & Company May 2011 - August 2012
Greenhill & Co. March 2008 - July 2011
Merrill Lynch September 2006 - February 2008
Houlihan Lokey July 2000 - August 2006
LeBoeuf, Lamb, Greene & MacRae September 1998 - July 2000
The Hon. Leif M. Clark September 1997 - August 1998
Neligan & Averch May 1996 - September 1996
Conservation International January 1992 - July 1994
Skills
Restructuring, Bankruptcy, Recapitalizations, Special Situations, Corporate Finance, Mergers, Spanish, Distressed Debt, Distressed M&A, Event Driven, Legal Writing, Cross-border, Mergers & Acquisitions, Investment Banking, Hedge Funds, Private Equity, Corporate Law, Finance, Equities, LBO, Strategy
Education
The University of Texas School of Law 1994 — 1997
JD, Law
The University of Edinburgh 1996 — 1997
LLM, Jurisprudence
Vassar College 1987 — 1991
BA, History
BDO Capital Advisors, LLC August 2012 - July 2013
Skatoff & Company May 2011 - August 2012
Greenhill & Co. March 2008 - July 2011
Merrill Lynch September 2006 - February 2008
Houlihan Lokey July 2000 - August 2006
LeBoeuf, Lamb, Greene & MacRae September 1998 - July 2000
The Hon. Leif M. Clark September 1997 - August 1998
Neligan & Averch May 1996 - September 1996
Conservation International January 1992 - July 1994
Skills
Restructuring, Bankruptcy, Recapitalizations, Special Situations, Corporate Finance, Mergers, Spanish, Distressed Debt, Distressed M&A, Event Driven, Legal Writing, Cross-border, Mergers & Acquisitions, Investment Banking, Hedge Funds, Private Equity, Corporate Law, Finance, Equities, LBO, Strategy
Education
The University of Texas School of Law 1994 — 1997
JD, Law
The University of Edinburgh 1996 — 1997
LLM, Jurisprudence
Vassar College 1987 — 1991
BA, History
Amy Hatfield Amy Hatfield's Merrill Lynch Experience January 1998 - October 1999
Job Content Strategist at Archery Trade Association
Industry Nonprofit Organization Management
Experience
The Archery Trade Association October 2008 - Present
The National Wild Turkey Federation September 2003 - April 2007
South Carolina Department of Agriculture October 1999 - June 2003
Merrill Lynch January 1998 - October 1999
University of Georgia Athletic Association August 1997 - December 1997
Skills
Media Relations, Social Media, Public Relations, Copy Editing, Sports, Public Speaking, Press Releases, Event Planning, Hunting, Copywriting, Marketing, Blogging, Event Management, Online Marketing, Newsletters, Social Media Marketing, Trade Shows, Management, Advertising, Television, Marketing Strategy, Brand Development, Marketing Communications, Journalism
Education
The University of Georgia 1993 — 1997
Speech Communication, Communication
The Archery Trade Association October 2008 - Present
The National Wild Turkey Federation September 2003 - April 2007
South Carolina Department of Agriculture October 1999 - June 2003
Merrill Lynch January 1998 - October 1999
University of Georgia Athletic Association August 1997 - December 1997
Skills
Media Relations, Social Media, Public Relations, Copy Editing, Sports, Public Speaking, Press Releases, Event Planning, Hunting, Copywriting, Marketing, Blogging, Event Management, Online Marketing, Newsletters, Social Media Marketing, Trade Shows, Management, Advertising, Television, Marketing Strategy, Brand Development, Marketing Communications, Journalism
Education
The University of Georgia 1993 — 1997
Speech Communication, Communication
Sina Taghizadeh's Merrill Lynch Experience June 2012 - August 2012
Job Financial Services Representative at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation March 2015 - Present
Sunny Week LLC January 2015 - Present
Office Depot May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Financial Analysis, Portfolio Management, Microsoft Excel, PowerPoint, Investments, Access, Wealth Management, Financial Modeling, Investment Banking, Stata, Risk Management, Data Analysis, Insurance
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics
E*TRADE Financial Corporation March 2015 - Present
Sunny Week LLC January 2015 - Present
Office Depot May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Financial Analysis, Portfolio Management, Microsoft Excel, PowerPoint, Investments, Access, Wealth Management, Financial Modeling, Investment Banking, Stata, Risk Management, Data Analysis, Insurance
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Blake Stanley Blake Stanley's Merrill Lynch Experience 2014 - Present
Job Registered Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Northwestern Mutual January 2012 - 2014
Education
The University of Georgia 2007 — 2011
BBA Economics, BA Spanish
Merrill Lynch 2014 - Present
Northwestern Mutual January 2012 - 2014
Education
The University of Georgia 2007 — 2011
BBA Economics, BA Spanish
Brandon Gillig Brandon Gillig's Merrill Lynch Experience May 2012 - August 2012
Job Regulatory Compliance Consultant at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP January 2015 - Present
Deutsche Bank 2014 - August 2014
CampusTVs August 2012 - May 2014
Harry Norman, Realtors May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
National Outdoor Leadership School July 2011 - August 2011
Chattahoochee Nature Center August 2009 - May 2010
A to Z Landscaping August 2005 - May 2010
Little League Umpire August 2003 - May 2010
Skills
Internal Communications, Project Management, Leadership, Sales, Research, Event Management, Marketing, Public Speaking, Social Media, Social Networking, Event Planning, Microsoft Excel, PowerPoint
Education
The University of Georgia
Bachelor of Business Administration, Banking and Finance, Risk Management and Insurance; Business
Crowe Horwath LLP January 2015 - Present
Deutsche Bank 2014 - August 2014
CampusTVs August 2012 - May 2014
Harry Norman, Realtors May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
National Outdoor Leadership School July 2011 - August 2011
Chattahoochee Nature Center August 2009 - May 2010
A to Z Landscaping August 2005 - May 2010
Little League Umpire August 2003 - May 2010
Skills
Internal Communications, Project Management, Leadership, Sales, Research, Event Management, Marketing, Public Speaking, Social Media, Social Networking, Event Planning, Microsoft Excel, PowerPoint
Education
The University of Georgia
Bachelor of Business Administration, Banking and Finance, Risk Management and Insurance; Business
Jessica Tripp's Merrill Lynch Experience 2004 - 2005
Job Financial Analyst at Post Properties
Industry Real Estate
Experience
Post Properties December 2014 - Present
Post Properties December 2013 - December 2014
Post Properties October 2010 - December 2013
Post Properties January 2008 - October 2010
Post Properties June 2006 - January 2008
Post Properties October 2005 - June 2006
Merrill Lynch 2004 - 2005
Skills
Property Management, Apartments, Real Estate, Leases, Residential Homes, Lease Administration, Real Estate Development, Customer Service, Budgets, Investment Properties, Negotiation, Asset Management, Sales, Marketing, Training, Business Analysis, Asset Managment, Referrals, Microsoft SQL Server, Due Diligence, MRI Software, Disposition, LRO, Yardi Voyager, Yardi Property..., Financial Analysis, Financial Reporting
Education
The University of Georgia 2000 — 2004
BSFCS
Post Properties December 2014 - Present
Post Properties December 2013 - December 2014
Post Properties October 2010 - December 2013
Post Properties January 2008 - October 2010
Post Properties June 2006 - January 2008
Post Properties October 2005 - June 2006
Merrill Lynch 2004 - 2005
Skills
Property Management, Apartments, Real Estate, Leases, Residential Homes, Lease Administration, Real Estate Development, Customer Service, Budgets, Investment Properties, Negotiation, Asset Management, Sales, Marketing, Training, Business Analysis, Asset Managment, Referrals, Microsoft SQL Server, Due Diligence, MRI Software, Disposition, LRO, Yardi Voyager, Yardi Property..., Financial Analysis, Financial Reporting
Education
The University of Georgia 2000 — 2004
BSFCS
John Tyers's Merrill Lynch Experience June 2010 - July 2015
Job Financial Services Executive
Industry Financial Services
Experience
Merrill Lynch June 2010 - July 2015
Merrill Lynch July 2009 - May 2010
Merrill Lynch September 2008 - June 2009
Bear Stearns & Co. June 2006 - August 2008
Bear Stearns & Co. April 2002 - May 2006
CSFB 2001 - 2002
LockBox Communications 2000 - 2001
Charles Schwab: Schwab Institutional 1994 - 2000
Skills
Investments, Investment Advisory, Private Banking, Wealth Management, Hedge Funds, Alternative Investments, Profit & Loss Management, Capital Markets, Business Strategy, Product Development, Registered Investment..., Wealth Management..., Business Management
Education
The University of Georgia
B.A., Psychology
Merrill Lynch June 2010 - July 2015
Merrill Lynch July 2009 - May 2010
Merrill Lynch September 2008 - June 2009
Bear Stearns & Co. June 2006 - August 2008
Bear Stearns & Co. April 2002 - May 2006
CSFB 2001 - 2002
LockBox Communications 2000 - 2001
Charles Schwab: Schwab Institutional 1994 - 2000
Skills
Investments, Investment Advisory, Private Banking, Wealth Management, Hedge Funds, Alternative Investments, Profit & Loss Management, Capital Markets, Business Strategy, Product Development, Registered Investment..., Wealth Management..., Business Management
Education
The University of Georgia
B.A., Psychology
Jordan Dick Jordan Dick's Merrill Lynch Experience December 2011 - June 2012
Job Publicity and Promotions Intern at Allied Integrated Marketing
Industry Public Relations and Communications
Experience
Allied Integrated Marketing May 2015 - July 2015
Florida Insurance representing Florida Blue (Blue Cross/Blue Shield) May 2013 - July 2013
Black Fig Catering Company December 2012 - July 2013
Merrill Lynch December 2011 - June 2012
Event Photography Group May 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Public Speaking, Social Media, Social Networking, Microsoft Office, Public Relations, Research, Social Media Marketing, Event Planning
Education
The University of Georgia 2012 — 2016
Grady College of Journalism
Allied Integrated Marketing May 2015 - July 2015
Florida Insurance representing Florida Blue (Blue Cross/Blue Shield) May 2013 - July 2013
Black Fig Catering Company December 2012 - July 2013
Merrill Lynch December 2011 - June 2012
Event Photography Group May 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Public Speaking, Social Media, Social Networking, Microsoft Office, Public Relations, Research, Social Media Marketing, Event Planning
Education
The University of Georgia 2012 — 2016
Grady College of Journalism
James A. Weaver, ChFC, CLU, CFP James A. Weaver, ChFC, CLU, CFP's Merrill Lynch Experience March 1995 - July 1998
Job Regional Vice President
Industry Financial Services
Experience
The Principal Financial Group May 2014 - Present
Diversified Business Solutions (DBS) December 2013 - April 2014
Symetra in Bellevue, WA February 2012 - May 2013
Sun Life Financial October 2002 - February 2012
John Hancock Mutual Fund Company June 2000 - October 2002
Prudential Securities July 1998 - June 2000
Merrill Lynch March 1995 - July 1998
Prudential Preferred (Financial Planning Division of Prudential) April 1988 - March 1995
United States Air Force November 1983 - January 1988
Skills
High Net Worth..., Non Qualified..., Charitable Giving..., Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Estate Planning, Series 63, Disability Insurance, Mutual Funds, Insurance, Series 7, Term Life Insurance, Wealth Management, 401k, Strategic Financial..., Financial Advisory, Financial Planners, Critical Illness, Financial Services, Employee Benefits, Underwriting, Long Term Care Insurance, Finance, Investment Strategies, Wealth, Universal Life, Whole Life, Strategy, IRAs, Wealth Accumulation, Health Insurance, Investment Advisory, Series 6, Investments, Variable Annuities, Securities, Pensions, FINRA, Asset Allocation, Financial Planning
Education
Lesley University, Cambridge MA 1984 — 1987
Masters in Management, Concentration in micro computer applications
The University of Georgia 1979 — 1982
Bachelor's Degree, Economics
The Principal Financial Group May 2014 - Present
Diversified Business Solutions (DBS) December 2013 - April 2014
Symetra in Bellevue, WA February 2012 - May 2013
Sun Life Financial October 2002 - February 2012
John Hancock Mutual Fund Company June 2000 - October 2002
Prudential Securities July 1998 - June 2000
Merrill Lynch March 1995 - July 1998
Prudential Preferred (Financial Planning Division of Prudential) April 1988 - March 1995
United States Air Force November 1983 - January 1988
Skills
High Net Worth..., Non Qualified..., Charitable Giving..., Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Estate Planning, Series 63, Disability Insurance, Mutual Funds, Insurance, Series 7, Term Life Insurance, Wealth Management, 401k, Strategic Financial..., Financial Advisory, Financial Planners, Critical Illness, Financial Services, Employee Benefits, Underwriting, Long Term Care Insurance, Finance, Investment Strategies, Wealth, Universal Life, Whole Life, Strategy, IRAs, Wealth Accumulation, Health Insurance, Investment Advisory, Series 6, Investments, Variable Annuities, Securities, Pensions, FINRA, Asset Allocation, Financial Planning
Education
Lesley University, Cambridge MA 1984 — 1987
Masters in Management, Concentration in micro computer applications
The University of Georgia 1979 — 1982
Bachelor's Degree, Economics
Clayton Roell's Merrill Lynch Experience May 2015 - August 2015
Job Summer Intern at Merrill Lynch
Industry Investment Management
Experience
Publix Super Markets April 2009 - Present
Merrill Lynch May 2015 - August 2015
Education
The University of Georgia
Finance, General
Publix Super Markets April 2009 - Present
Merrill Lynch May 2015 - August 2015
Education
The University of Georgia
Finance, General
Ross Conway Ross Conway's Merrill Lynch Experience June 2013 - August 2013
Job Assistant Account Manager at Seacrest Partners, Inc.
Industry Insurance
Experience
Seacrest Partners, Inc. June 2014 - Present
Merrill Lynch June 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Facebook, Marketing, Social Networking, Data Analysis, Public Speaking
Education
The University of Georgia 2009 — 2014
Bachelor of Business Administration (B.B.A.) in Finance and Marketing
The
Seacrest Partners, Inc. June 2014 - Present
Merrill Lynch June 2013 - August 2013
Raymond James Financial Inc. May 2012 - August 2012
Skills
Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Facebook, Marketing, Social Networking, Data Analysis, Public Speaking
Education
The University of Georgia 2009 — 2014
Bachelor of Business Administration (B.B.A.) in Finance and Marketing
The
JR Bartrug's Merrill Lynch Experience June 2010 - August 2010
Job Investment Banking Associate at Stifel
Industry Investment Banking
Experience
Stifel Nicolaus July 2011 - Present
University of Richmond August 2007 - May 2011
Merrill Lynch June 2010 - August 2010
Lift Parts & Services of Delmarva June 2007 - August 2009
Skills
Investments, Financial Modeling, Portfolio Management, LBO, DCF, Financial Analysis, Finance, Mutual Funds, Valuation, Corporate Finance, Analysis, Investment Banking, Bloomberg, Accounting, Microsoft Excel, Capital IQ, Due Diligence, Equity Valuation, Series 79, Series 63, Capital Markets, Mergers & Acquisitions
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Accounting & Finance
The University of Edinburgh 2009 — 2009
Business
Stifel Nicolaus July 2011 - Present
University of Richmond August 2007 - May 2011
Merrill Lynch June 2010 - August 2010
Lift Parts & Services of Delmarva June 2007 - August 2009
Skills
Investments, Financial Modeling, Portfolio Management, LBO, DCF, Financial Analysis, Finance, Mutual Funds, Valuation, Corporate Finance, Analysis, Investment Banking, Bloomberg, Accounting, Microsoft Excel, Capital IQ, Due Diligence, Equity Valuation, Series 79, Series 63, Capital Markets, Mergers & Acquisitions
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Accounting & Finance
The University of Edinburgh 2009 — 2009
Business
Coulton Brooks's Merrill Lynch Experience April 2008 - August 2008
Job Account Manager at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies June 2009 - Present
Lockton Companies 2010 - 2015
Lockton Companies 2010 - 2015
Lockton Companies 2010 - 2015
Merrill Lynch April 2008 - August 2008
Skills
Commercial Insurance, Insurance, Brokers, Customer Relations, MS Office Suite, Claim, Customer Service, Microsoft Office, Professional Liability, Analysis, Finance, Property & Casualty..., Underwriting, Employee Benefits
Education
University of Kansas 2004 — 2008
B.A., Business, Business Communications
Lockton Companies June 2009 - Present
Lockton Companies 2010 - 2015
Lockton Companies 2010 - 2015
Lockton Companies 2010 - 2015
Merrill Lynch April 2008 - August 2008
Skills
Commercial Insurance, Insurance, Brokers, Customer Relations, MS Office Suite, Claim, Customer Service, Microsoft Office, Professional Liability, Analysis, Finance, Property & Casualty..., Underwriting, Employee Benefits
Education
University of Kansas 2004 — 2008
B.A., Business, Business Communications
William Kennon's Merrill Lynch Experience June 2015 - Present
Job PMD Candidate with Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
The Pub at Gameday January 2015 - May 2015
UGA Finance Society April 2014 - April 2015
Chi Phi Fraternity October 2013 - November 2014
Marker 7 Coastal Grill February 2013 - June 2013
Ansley Golf Club May 2009 - August 2012
Skills
PowerPoint, Social Media, Public Relations, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Teamwork, Social Networking, Social Media Marketing, Finance, Food, Time Management, Business Strategy, Financial Modeling, Project Management, Editing, Leadership, New Business Development, Event Management, Public Speaking, Data Analysis, Marketing Strategy, Customer Service, Hospitality, Fundraising, Outlook, Marketing, Food & Beverage, Spanish, Strategic Planning, Sales, Research, Event Planning, Photoshop
Education
The University of Georgia 2011 — 2015
Bachelor's degree, Finance, General
The University of Georgia, Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch June 2015 - Present
The Pub at Gameday January 2015 - May 2015
UGA Finance Society April 2014 - April 2015
Chi Phi Fraternity October 2013 - November 2014
Marker 7 Coastal Grill February 2013 - June 2013
Ansley Golf Club May 2009 - August 2012
Skills
PowerPoint, Social Media, Public Relations, Microsoft Excel, Microsoft Word, Microsoft Office, Facebook, Teamwork, Social Networking, Social Media Marketing, Finance, Food, Time Management, Business Strategy, Financial Modeling, Project Management, Editing, Leadership, New Business Development, Event Management, Public Speaking, Data Analysis, Marketing Strategy, Customer Service, Hospitality, Fundraising, Outlook, Marketing, Food & Beverage, Spanish, Strategic Planning, Sales, Research, Event Planning, Photoshop
Education
The University of Georgia 2011 — 2015
Bachelor's degree, Finance, General
The University of Georgia, Terry College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Matt Randall Matt Randall's Merrill Lynch Experience January 2012 - May 2012
Job Assistant Football Coach at Marshall University
Industry Health, Wellness and Fitness
Experience
Marshall University February 2013 - Present
Advocare August 2012 - Present
Kentucky Christian University July 2012 - February 2013
Merrill Lynch January 2012 - May 2012
Skills
Coaching, Athletics
Education
University of Findlay 2007 — 2011
Marshall University February 2013 - Present
Advocare August 2012 - Present
Kentucky Christian University July 2012 - February 2013
Merrill Lynch January 2012 - May 2012
Skills
Coaching, Athletics
Education
University of Findlay 2007 — 2011
Morgan McAlpin Morgan McAlpin's Merrill Lynch Experience May 2011 - August 2011
Job Recent Graduate from The University of GeorgiaTerry College of Business in Economics; Seeking job opportunities.
Industry Banking
Experience
John B. Rourkes February 2009 - January 2014
Merrill Lynch May 2011 - August 2011
Atlanta Journal-Constitution February 2007 - December 2009
Skidaway Island Properties May 2009 - August 2009
Skills
Economics, Economic Research, Leadership, Real Estate Economics, Econometrics, Management, Sales, Marketing, Customer Service, Social Media, Strategic Planning, Public Speaking, Personal Development, Microsoft Office, Time Management
Education
The University of Georgia 2011 — 2014
Bachelor of Business Administration (BBA), Terry Business School of Economics, Senior
University of Georgia - Terry College of Business 2011 — 2014
BBA in Economics
John B. Rourkes February 2009 - January 2014
Merrill Lynch May 2011 - August 2011
Atlanta Journal-Constitution February 2007 - December 2009
Skidaway Island Properties May 2009 - August 2009
Skills
Economics, Economic Research, Leadership, Real Estate Economics, Econometrics, Management, Sales, Marketing, Customer Service, Social Media, Strategic Planning, Public Speaking, Personal Development, Microsoft Office, Time Management
Education
The University of Georgia 2011 — 2014
Bachelor of Business Administration (BBA), Terry Business School of Economics, Senior
University of Georgia - Terry College of Business 2011 — 2014
BBA in Economics
Chip Usher Chip Usher's Merrill Lynch Experience 1984 - 2005
Job Owner at Usher Golf
Industry Sporting Goods
Experience
Usher Golf January 1976 - Present
Merrill Lynch 1984 - 2005
Skills
Golf, Budgets, Strategic Planning
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Usher Golf January 1976 - Present
Merrill Lynch 1984 - 2005
Skills
Golf, Budgets, Strategic Planning
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hilary Harrison Hilary Harrison's Merrill Lynch Experience June 2011 - August 2011
Job Research Analyst at Telogical Systems
Industry Research
Experience
Telogical Systems September 2014 - Present
Pawmetto Lifeline May 2013 - August 2013
University of South Carolina August 2012 - April 2013
Merrill Lynch June 2011 - August 2011
College of Charleston August 2010 - May 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Spanish, International Relations, Entrepreneurship, Leadership, Community Outreach, Microsoft Excel, Marketing, Management, Travel, Project Management, Research, Social Networking, Data Analysis, Salesforce.com
Education
The University of Edinburgh 2013 — 2014
MSc in International Relations
University of South Carolina-Columbia 2012 — 2013
Master of International Business, International Business, 4.0
Universidad de Salamanca 2011 — 2012
Spanish Certificate/Diploma
College of Charleston 2007 — 2011
Bachelor of Science (BS), International Business, Spanish, International Studies
Telogical Systems September 2014 - Present
Pawmetto Lifeline May 2013 - August 2013
University of South Carolina August 2012 - April 2013
Merrill Lynch June 2011 - August 2011
College of Charleston August 2010 - May 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Spanish, International Relations, Entrepreneurship, Leadership, Community Outreach, Microsoft Excel, Marketing, Management, Travel, Project Management, Research, Social Networking, Data Analysis, Salesforce.com
Education
The University of Edinburgh 2013 — 2014
MSc in International Relations
University of South Carolina-Columbia 2012 — 2013
Master of International Business, International Business, 4.0
Universidad de Salamanca 2011 — 2012
Spanish Certificate/Diploma
College of Charleston 2007 — 2011
Bachelor of Science (BS), International Business, Spanish, International Studies
John DeYonker John DeYonker's Merrill Lynch Experience June 2013 - August 2013
Job Equity Sales Analyst
Industry Capital Markets
Experience
SunTrust Robinson Humphrey September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Merrill Lynch June 2013 - August 2013
Moonshine Bar August 2011 - May 2013
Chi Phi Fraternity November 2012 - November 2012
Inter-Fraternity Council November 2011 - November 2012
Chi Phi Fraternity November 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Chi Phi November 2010 - November 2011
Chi Phi April 2011 - August 2011
Skills
Risk Management, Budgets, People Skills, Customer Service, Investments, Fundraising, Facebook, Portfolio Management, Leadership, Management, Financial Analysis, Microsoft Word, Finance
Education
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Banking and Finance
The University of Georgia 2010 — 2014
Bachelor's degree, Banking and Finance
University of the Patriots
University of the Patriots
SunTrust Robinson Humphrey September 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Merrill Lynch June 2013 - August 2013
Moonshine Bar August 2011 - May 2013
Chi Phi Fraternity November 2012 - November 2012
Inter-Fraternity Council November 2011 - November 2012
Chi Phi Fraternity November 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Chi Phi November 2010 - November 2011
Chi Phi April 2011 - August 2011
Skills
Risk Management, Budgets, People Skills, Customer Service, Investments, Fundraising, Facebook, Portfolio Management, Leadership, Management, Financial Analysis, Microsoft Word, Finance
Education
University of Georgia - Terry College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Banking and Finance
The University of Georgia 2010 — 2014
Bachelor's degree, Banking and Finance
University of the Patriots
University of the Patriots
Lance Gause Lance Gause's Merrill Lynch Experience 2012 - 2013
Job Wealth Management Advisor at Merrill Lynch
Industry Internet
Experience
Merrill Lynch 2012 - 2013
BB&T April 2011 - March 2012
BlueRock Real Estate Services, LLC April 2010 - April 2011
Wells Real Estate Funds November 2007 - April 2010
E*TRADE Financial 2003 - 2007
Skills
Insurance, Sales, Finance, New Business Development, Strategic Planning, Business Development, CRM, Team Building, Marketing Strategy, Leadership, Securities, Commercial Real Estate, Alternative Investments, Investment Strategies
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
The University of Georgia 1995 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Merrill Lynch 2012 - 2013
BB&T April 2011 - March 2012
BlueRock Real Estate Services, LLC April 2010 - April 2011
Wells Real Estate Funds November 2007 - April 2010
E*TRADE Financial 2003 - 2007
Skills
Insurance, Sales, Finance, New Business Development, Strategic Planning, Business Development, CRM, Team Building, Marketing Strategy, Leadership, Securities, Commercial Real Estate, Alternative Investments, Investment Strategies
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
The University of Georgia 1995 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Taylor Thaw Taylor Thaw's Merrill Lynch Experience May 2010 - August 2010
Job Student at The University of Georgia
Industry
Experience
Georgia Southern University January 2014 - Present
Merrill Lynch May 2010 - August 2010
Education
Georgia Southern University 2013 — 2015
Master's degree, Accounting
The University of Georgia 2006 — 2012
Georgia Southern University January 2014 - Present
Merrill Lynch May 2010 - August 2010
Education
Georgia Southern University 2013 — 2015
Master's degree, Accounting
The University of Georgia 2006 — 2012
Nicole Thrash Nicole Thrash's Merrill Lynch Experience May 2012 - August 2012
Job Portfolio Analyst, CAT Mining Finance at Caterpillar Financial
Industry Financial Services
Experience
Caterpillar Financial October 2014 - Present
Caterpillar Financial June 2013 - Present
Caterpillar Financial June 2013 - October 2014
Johnnys Pizza August 2009 - May 2013
Merrill Lynch May 2012 - August 2012
The Greek Lifestyle Guide May 2011 - July 2011
Johnny’s Pizza Kennesaw January 2007 - August 2009
Skills
Time Management, Management, Finance, Microsoft Office, Customer Service, Social Media, Leadership, Event Planning, Facebook, Social Networking, Asset Management, Marketing, Financial Services, Corporate Finance, Investments, Risk Management
Education
The University of Georgia 2010 — 2013
Finance, Finance, General
Caterpillar Financial October 2014 - Present
Caterpillar Financial June 2013 - Present
Caterpillar Financial June 2013 - October 2014
Johnnys Pizza August 2009 - May 2013
Merrill Lynch May 2012 - August 2012
The Greek Lifestyle Guide May 2011 - July 2011
Johnny’s Pizza Kennesaw January 2007 - August 2009
Skills
Time Management, Management, Finance, Microsoft Office, Customer Service, Social Media, Leadership, Event Planning, Facebook, Social Networking, Asset Management, Marketing, Financial Services, Corporate Finance, Investments, Risk Management
Education
The University of Georgia 2010 — 2013
Finance, Finance, General
Rhonda Copenny Rhonda Copenny's Merrill Lynch Experience July 2002 - July 2005
Job Licensed Real Estate Professional
Industry Real Estate
Experience
Communities of Color Heart Association 1982 - Present
Butler Street YMCA July 2005 - March 2012
Merrill Lynch July 2002 - July 2005
Global Travel Partners April 1997 - March 2002
Hartsfield Jackson Airport October 1987 - January 1996
City of Atlanta February 1984 - October 1987
White House Conference on Aging April 1977 - June 1980
Skills
Licensed Real Estate..., Residential Homes, Luxury, Referrals, Sellers, New Home Sales, Short Sales, Relocation, REO, Marketing, Contract Negotiation, Listings, Investment Properties, Townhomes, Relocation Buyers, Seniors, Buyers, New Homes, Investors, ABR, Move Up Buyers, Real Property, Location Intelligence, Marketing Communications, Event Management
Education
Walden University 2012 — 2014
Master’s Degree, Adult Learning
The University of Georgia 1970 — 1974
B.S., Double Major in Journalism and Consumer Economics
Communities of Color Heart Association 1982 - Present
Butler Street YMCA July 2005 - March 2012
Merrill Lynch July 2002 - July 2005
Global Travel Partners April 1997 - March 2002
Hartsfield Jackson Airport October 1987 - January 1996
City of Atlanta February 1984 - October 1987
White House Conference on Aging April 1977 - June 1980
Skills
Licensed Real Estate..., Residential Homes, Luxury, Referrals, Sellers, New Home Sales, Short Sales, Relocation, REO, Marketing, Contract Negotiation, Listings, Investment Properties, Townhomes, Relocation Buyers, Seniors, Buyers, New Homes, Investors, ABR, Move Up Buyers, Real Property, Location Intelligence, Marketing Communications, Event Management
Education
Walden University 2012 — 2014
Master’s Degree, Adult Learning
The University of Georgia 1970 — 1974
B.S., Double Major in Journalism and Consumer Economics
Chip White Chip White's Merrill Lynch Experience May 2001 - June 2010
Job Financial Advisor at Atlanta Wealth Partners, LLC and Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Atlanta Wealth Partners, LLC June 2010 - Present
Merrill Lynch May 2001 - June 2010
Skills
Securities, Financial Advisory, 401k, Retirement, Retirement Planning, Asset Allocation, Finance, Wealth Management, Investment Advisory, FINRA, Investments, Mutual Funds, Wealth
Education
The University of Georgia 1996 — 2000
Marist School 1992 — 1996
Atlanta Wealth Partners, LLC June 2010 - Present
Merrill Lynch May 2001 - June 2010
Skills
Securities, Financial Advisory, 401k, Retirement, Retirement Planning, Asset Allocation, Finance, Wealth Management, Investment Advisory, FINRA, Investments, Mutual Funds, Wealth
Education
The University of Georgia 1996 — 2000
Marist School 1992 — 1996
Sarah Carr Sarah Carr's Merrill Lynch Experience May 2012 - July 2012
Job Financial Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
SunTrust Robinson Humphrey July 2013 - July 2014
Merrill Lynch May 2012 - July 2012
Printpack, Inc. Corporate Headquarters May 2011 - August 2011
Carr and Palmer, LLP May 2008 - December 2010
Skills
Microsoft Excel, Auditing, Management, Financial Reporting, PowerPoint, Data Access, Strategy, Excel, Word, Bloomberg, Zephyr, Capital Markets, SEC filings, Corporate Finance, Bonds, Financial Analysis, Financial Accounting, Public Speaking, Finance, Analysis, Accounting, Banking, Investments, Leadership, Portfolio Management, Microsoft Word
Education
The University of Georgia 2009 — 2013
Bachelor, Business Administration; Economics; GPA: 4.0
The Lovett School 2005 — 2009
Bank of America Merrill Lynch August 2014 - Present
SunTrust Robinson Humphrey July 2013 - July 2014
Merrill Lynch May 2012 - July 2012
Printpack, Inc. Corporate Headquarters May 2011 - August 2011
Carr and Palmer, LLP May 2008 - December 2010
Skills
Microsoft Excel, Auditing, Management, Financial Reporting, PowerPoint, Data Access, Strategy, Excel, Word, Bloomberg, Zephyr, Capital Markets, SEC filings, Corporate Finance, Bonds, Financial Analysis, Financial Accounting, Public Speaking, Finance, Analysis, Accounting, Banking, Investments, Leadership, Portfolio Management, Microsoft Word
Education
The University of Georgia 2009 — 2013
Bachelor, Business Administration; Economics; GPA: 4.0
The Lovett School 2005 — 2009
Sapan Parekh Sapan Parekh's Merrill Lynch Experience January 2006 - March 2011
Job Director of Strategic Partnerships at Vonage Business
Industry Telecommunications
Experience
Vonage Business Solutions September 2012 - Present
Vocalocity April 2011 - Present
Vocalocity April 2011 - March 2012
Merrill Lynch January 2006 - March 2011
NE Technologies/ DSET 2005 - 2006
Skills
New Business Development, Sales Management, Strategic Planning, Strategic Partnerships, Salesforce.com, Sales, Cloud Computing, SaaS, Product Management, Account Management, B2B, Business Development, Start-ups, Strategy, Direct Sales, Solution Selling, CRM, Management, Networking, Entrepreneurship, VoIP, Sales Process, Competitive Analysis, Professional Services
Education
The University of Georgia 2001 — 2005
BBA, Finance
University of Georgia - Terry College of Business 2001 — 2005
Vonage Business Solutions September 2012 - Present
Vocalocity April 2011 - Present
Vocalocity April 2011 - March 2012
Merrill Lynch January 2006 - March 2011
NE Technologies/ DSET 2005 - 2006
Skills
New Business Development, Sales Management, Strategic Planning, Strategic Partnerships, Salesforce.com, Sales, Cloud Computing, SaaS, Product Management, Account Management, B2B, Business Development, Start-ups, Strategy, Direct Sales, Solution Selling, CRM, Management, Networking, Entrepreneurship, VoIP, Sales Process, Competitive Analysis, Professional Services
Education
The University of Georgia 2001 — 2005
BBA, Finance
University of Georgia - Terry College of Business 2001 — 2005
Diya Sikka Diya Sikka's Merrill Lynch Experience May 2009 - August 2009
Job Product Innovation & Channel Analyst at CVS Health
Industry Pharmaceuticals
Experience
CVS Health January 2013 - Present
Booz & Company February 2012 - December 2012
Booz & Company June 2011 - August 2011
Ernst & Young February 2011 - April 2011
USAA May 2010 - August 2010
University of Texas at Austin January 2010 - May 2010
Merrill Lynch May 2009 - August 2009
The World Bank May 2009 - August 2009
Blanton Museum of Art : University of Texas at Austin January 2009 - May 2009
Skills
Financial Modeling, Strategy, Management Consulting, Corporate Tax, Business Strategy, Valuation, Data Analysis, Financial Analysis, Tax, Due Diligence
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2012
BBA/MPA, Business Honors/Accounting/History
The University of Texas at Austin 2007 — 2011
BBA/BA, Business Honors/Accounting/History
The University of Edinburgh 2008 — 2008
Business Law/Law of the EU
CVS Health January 2013 - Present
Booz & Company February 2012 - December 2012
Booz & Company June 2011 - August 2011
Ernst & Young February 2011 - April 2011
USAA May 2010 - August 2010
University of Texas at Austin January 2010 - May 2010
Merrill Lynch May 2009 - August 2009
The World Bank May 2009 - August 2009
Blanton Museum of Art : University of Texas at Austin January 2009 - May 2009
Skills
Financial Modeling, Strategy, Management Consulting, Corporate Tax, Business Strategy, Valuation, Data Analysis, Financial Analysis, Tax, Due Diligence
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2012
BBA/MPA, Business Honors/Accounting/History
The University of Texas at Austin 2007 — 2011
BBA/BA, Business Honors/Accounting/History
The University of Edinburgh 2008 — 2008
Business Law/Law of the EU
Janet Flanders Johnston, CFA Janet Flanders Johnston, CFA's Merrill Lynch Experience 1993 - 1997
Job ETF Advisor at Madrona Partners
Industry Financial Services
Experience
Madrona Partners September 2013 - Present
Madrona Partners, Inc. September 2012 - September 2013
Avatar Associates February 2010 - July 2011
Madrona Partners Inc. 1997 - 2004
Merrill Lynch 1993 - 1997
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Economics, Investor Relations, Equities, Investment Policy, Portfolio Management, Separately Managed..., VAR, Investments, Trading, Risk Management, Capital Markets, Mutual Funds
Education
The University of Georgia 1981 — 1985
BSA, Agricultural Economics
Madrona Partners September 2013 - Present
Madrona Partners, Inc. September 2012 - September 2013
Avatar Associates February 2010 - July 2011
Madrona Partners Inc. 1997 - 2004
Merrill Lynch 1993 - 1997
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Economics, Investor Relations, Equities, Investment Policy, Portfolio Management, Separately Managed..., VAR, Investments, Trading, Risk Management, Capital Markets, Mutual Funds
Education
The University of Georgia 1981 — 1985
BSA, Agricultural Economics
Karen Rothschild Karen Rothschild's Merrill Lynch Experience April 1999 - May 2008
Job Senior Graphic Designer at Centers for Disease Control and Prevention
Industry Government Relations
Experience
Centers for Disease Control and Prevention October 2012 - Present
Georgia Department of Community Health September 2008 - November 2012
Merrill Lynch April 1999 - May 2008
Skills
Creative Direction, Adobe Creative Suite, Graphic Design, Art Direction, InDesign, Illustrator, Marketing Communications, QuarkXPress, Art, Project Management, Strategy, Layout, Mac, Program Management, Social Media, Logo Design, Direct Mail, Dreamweaver, Graphics, Newsletters, Brochures, Web Design, Adobe Acrobat, Brand Development, Copywriting, Leadership, Advertising, Publishing, Email Marketing, Photoshop, Editing
Education
The University of Georgia 1984 — 1988
Bachelor of Fine Arts (BFA)
Centers for Disease Control and Prevention October 2012 - Present
Georgia Department of Community Health September 2008 - November 2012
Merrill Lynch April 1999 - May 2008
Skills
Creative Direction, Adobe Creative Suite, Graphic Design, Art Direction, InDesign, Illustrator, Marketing Communications, QuarkXPress, Art, Project Management, Strategy, Layout, Mac, Program Management, Social Media, Logo Design, Direct Mail, Dreamweaver, Graphics, Newsletters, Brochures, Web Design, Adobe Acrobat, Brand Development, Copywriting, Leadership, Advertising, Publishing, Email Marketing, Photoshop, Editing
Education
The University of Georgia 1984 — 1988
Bachelor of Fine Arts (BFA)
Parker Ferguson Parker Ferguson's Merrill Lynch Experience April 2007 - August 2007
Job Sales at ElectroMedical Equipment, Inc.
Industry Medical Devices
Experience
Electro-Medical Equipment, Inc. 2015 - Present
Private Personal Training Group 2012 - 2014
Meltwater Group 2011 - 2012
The Mergis Group 2011 - 2011
Jackson & Coker 2010 - 2011
Hire Accountability 2009 - 2010
Robert Half International 2008 - 2009
Merrill Lynch April 2007 - August 2007
Skills
Recruiting, Interviews, Team Building, Temporary Staffing, Temporary Placement, Training, Sourcing, Healthcare, Staffing Services, Leadership, New Business Development, Technical Recruiting, Human Resources, Applicant Tracking..., Onboarding, Employee Relations, Executive Search, Sales, Cold Calling, Talent Management, Lead Generation, Account Management, Finance, Customer Service, Management, SaaS, Marketing, Sales Process, Benefits Negotiation, Employee Benefits, Screening Resumes, Social Networking, Internet Recruiting, Talent Acquisition, Insurance, Accounting, Sales Presentations, Coaching, Business Development, Contract Recruitment, College Recruiting, CRM, Resume Writing, Hiring, Recruitment Advertising, Permanent Placement, Search, Consulting, Sales Operations
Education
The University of Georgia 2003 — 2007
"Bachelor of Science", Financial Planning
Electro-Medical Equipment, Inc. 2015 - Present
Private Personal Training Group 2012 - 2014
Meltwater Group 2011 - 2012
The Mergis Group 2011 - 2011
Jackson & Coker 2010 - 2011
Hire Accountability 2009 - 2010
Robert Half International 2008 - 2009
Merrill Lynch April 2007 - August 2007
Skills
Recruiting, Interviews, Team Building, Temporary Staffing, Temporary Placement, Training, Sourcing, Healthcare, Staffing Services, Leadership, New Business Development, Technical Recruiting, Human Resources, Applicant Tracking..., Onboarding, Employee Relations, Executive Search, Sales, Cold Calling, Talent Management, Lead Generation, Account Management, Finance, Customer Service, Management, SaaS, Marketing, Sales Process, Benefits Negotiation, Employee Benefits, Screening Resumes, Social Networking, Internet Recruiting, Talent Acquisition, Insurance, Accounting, Sales Presentations, Coaching, Business Development, Contract Recruitment, College Recruiting, CRM, Resume Writing, Hiring, Recruitment Advertising, Permanent Placement, Search, Consulting, Sales Operations
Education
The University of Georgia 2003 — 2007
"Bachelor of Science", Financial Planning
Drew Weil Drew Weil's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Sterne Agee September 2006 - June 2011
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Investment Strategies, Strategic Financial..., Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Series 7, Series 63, Financial Planning, 401k, Financial Analysis, Real Estate, Retirement
Education
The University of Georgia 2001 — 2005
B.A., International Affairs
Merrill Lynch June 2011 - Present
Sterne Agee September 2006 - June 2011
Skills
Investments, Retirement Planning, Estate Planning, Wealth Management, Investment Strategies, Strategic Financial..., Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Series 7, Series 63, Financial Planning, 401k, Financial Analysis, Real Estate, Retirement
Education
The University of Georgia 2001 — 2005
B.A., International Affairs
Cayman Sotudeh's Merrill Lynch Experience June 2015 - August 2015
Job Global Wealth & Investment Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Merrill Lynch June 2013 - July 2013
Coakley Williams Construction May 2013 - July 2013
U.S. House of Representatives June 2011 - July 2011
Habitat for Humanity International June 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Research, Public Speaking, Social Networking, Prospecting Skills, Team Leadership, Communication
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA) - 2016 (anticipated), Finance (Dean's List)
Gonzaga College High School 2008 — 2012
Merrill Lynch June 2015 - August 2015
Merrill Lynch June 2013 - July 2013
Coakley Williams Construction May 2013 - July 2013
U.S. House of Representatives June 2011 - July 2011
Habitat for Humanity International June 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media, Research, Public Speaking, Social Networking, Prospecting Skills, Team Leadership, Communication
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA) - 2016 (anticipated), Finance (Dean's List)
Gonzaga College High School 2008 — 2012
Basimah Syed's Merrill Lynch Experience July 2011 - November 2011
Job Client Services Account Manager at Destiny Solutions
Industry Computer Software
Experience
Destiny Solutions Inc. June 2014 - Present
Destiny Solutions Inc. March 2013 - June 2014
Frontline November 2011 - March 2013
Merrill Lynch July 2011 - November 2011
Merrill Lynch July 2010 - July 2011
Quest Software November 2008 - July 2010
MLCSI April 2008 - November 2008
Finansia June 2007 - April 2008
Central Depository Company 2002 - 2005
Skills
FIX, Belzberg Trading..., Software Integration, DB2, Sybase, Quality Assurance, Process Engineering, CMMI, Microsoft SQL Server, Oracle, Integration, RUP, Java, Software Project..., Java Enterprise Edition, Agile Methodologies, Quality Center, Requirements Analysis, SQL, SDLC, Databases, Linux, JIRA, Scrum, Software Development, Test Strategy, Unix, Test Planning, User Acceptance Testing, Web Services
Education
Institute of Business Management 2003 — 2006
MBA
Karachi Institute of Information Technology 1999 — 2002
B.Sc. (Hons)
The University of Huddersfield 1999 — 2002
B.Sc
Destiny Solutions Inc. June 2014 - Present
Destiny Solutions Inc. March 2013 - June 2014
Frontline November 2011 - March 2013
Merrill Lynch July 2011 - November 2011
Merrill Lynch July 2010 - July 2011
Quest Software November 2008 - July 2010
MLCSI April 2008 - November 2008
Finansia June 2007 - April 2008
Central Depository Company 2002 - 2005
Skills
FIX, Belzberg Trading..., Software Integration, DB2, Sybase, Quality Assurance, Process Engineering, CMMI, Microsoft SQL Server, Oracle, Integration, RUP, Java, Software Project..., Java Enterprise Edition, Agile Methodologies, Quality Center, Requirements Analysis, SQL, SDLC, Databases, Linux, JIRA, Scrum, Software Development, Test Strategy, Unix, Test Planning, User Acceptance Testing, Web Services
Education
Institute of Business Management 2003 — 2006
MBA
Karachi Institute of Information Technology 1999 — 2002
B.Sc. (Hons)
The University of Huddersfield 1999 — 2002
B.Sc
Adrian Ghinculov's Merrill Lynch Experience 2003 - 2008
Job Head of Quantitative Modeling
Industry Financial Services
Experience
GE Capital 2012 - Present
Citadel Investment Group 2010 - 2011
Morgan Stanley 2008 - 2010
Merrill Lynch 2003 - 2008
Skills
Quantitative Finance, Hedge Funds, Portfolio Construction, Risk Management, Systematic Trading, Derivatives, Interest Rates, Credit, Equities, Currencies, Structured Credit
Education
Albert-Ludwigs-Universität Freiburg im Breisgau
Ph.D., Theoretical Physics
University of Bucharest
Bachelor of Science (B.Sc.), Physics
GE Capital 2012 - Present
Citadel Investment Group 2010 - 2011
Morgan Stanley 2008 - 2010
Merrill Lynch 2003 - 2008
Skills
Quantitative Finance, Hedge Funds, Portfolio Construction, Risk Management, Systematic Trading, Derivatives, Interest Rates, Credit, Equities, Currencies, Structured Credit
Education
Albert-Ludwigs-Universität Freiburg im Breisgau
Ph.D., Theoretical Physics
University of Bucharest
Bachelor of Science (B.Sc.), Physics
Edward Maydon's Merrill Lynch Experience September 2004 - March 2009
Job Executive Director at Nomura
Industry Financial Services
Experience
Nomura March 2013 - Present
Nomura March 2009 - February 2013
Merrill Lynch September 2004 - March 2009
Financial Services Authority September 2000 - September 2004
Skills
Regulatory Compliance, CFTC regulations, European financial..., market abuse regulation, Credit Derivatives, Interest Rate..., FX Derivatives, Capital Markets, Investment Banking, Equities, Derivatives, Corporate Finance, Fixed Income, Financial Services
Education
Edinburgh University 1996 — 2000
Master’s Degree, Economics, 2.1
Nomura March 2013 - Present
Nomura March 2009 - February 2013
Merrill Lynch September 2004 - March 2009
Financial Services Authority September 2000 - September 2004
Skills
Regulatory Compliance, CFTC regulations, European financial..., market abuse regulation, Credit Derivatives, Interest Rate..., FX Derivatives, Capital Markets, Investment Banking, Equities, Derivatives, Corporate Finance, Fixed Income, Financial Services
Education
Edinburgh University 1996 — 2000
Master’s Degree, Economics, 2.1
Brian Grasso's Merrill Lynch Experience October 2004 - June 2006
Job Assistant Vice President at State Street
Industry Real Estate
Experience
State Street February 2012 - Present
Morgan Stanley June 2006 - February 2012
Merrill Lynch October 2004 - June 2006
EY September 2002 - October 2004
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Accounting
The University of Georgia
State Street February 2012 - Present
Morgan Stanley June 2006 - February 2012
Merrill Lynch October 2004 - June 2006
EY September 2002 - October 2004
Education
University of Georgia - Terry College of Business 1996 — 2001
Bachelor of Business Administration (BBA), Accounting
The University of Georgia
Sean Rapp's Merrill Lynch Experience 1997 - 2001
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica 2006 - Present
John Hancock 2005 - 2006
Guaranty Bank, Now BBVA Compass 2003 - 2005
Merrill Lynch 1997 - 2001
Skills
Series 63, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, 401k, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Securities, Series 24, CRPC
Education
The University of Georgia 1990 — 1996
Transamerica 2006 - Present
John Hancock 2005 - 2006
Guaranty Bank, Now BBVA Compass 2003 - 2005
Merrill Lynch 1997 - 2001
Skills
Series 63, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, 401k, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Securities, Series 24, CRPC
Education
The University of Georgia 1990 — 1996
Tom Snow's Merrill Lynch Experience 1999 - 2001
Job Vice President of Sales at FirstCare Health Plans
Industry Hospital & Health Care
Experience
FirstCare Health Plans August 2014 - Present
HolaDoctor October 2013 - July 2014
WellPoint November 2007 - October 2013
Option One--Division of H & R Block June 2004 - September 2007
Morgan Keegan 2001 - 2004
Merrill Lynch 1999 - 2001
Skills
Sales, Leadership, Management, Business Planning, Underwriting, Insurance, Disability Insurance, Mortgage Lending, Health Insurance, Life Insurance, Account Management, Marketing, Loan Origination, Health Savings Accounts, Team Building, Sales Management, Mortgage Banking, Sales Process, Customer Retention, Term Life Insurance, Brokers, Medicare, Fixed Annuities, Small Business, Long-term Care, Visio, Strategy, Health Care Reform, Medicare Part D, Managed Care, Accident, Claim, Commercial Insurance, Competitive Analysis, HMO, Strategic Planning
Education
University of Georgia 1980 — 1985
Bachelor of Arts (B.A.), Political Science
FirstCare Health Plans August 2014 - Present
HolaDoctor October 2013 - July 2014
WellPoint November 2007 - October 2013
Option One--Division of H & R Block June 2004 - September 2007
Morgan Keegan 2001 - 2004
Merrill Lynch 1999 - 2001
Skills
Sales, Leadership, Management, Business Planning, Underwriting, Insurance, Disability Insurance, Mortgage Lending, Health Insurance, Life Insurance, Account Management, Marketing, Loan Origination, Health Savings Accounts, Team Building, Sales Management, Mortgage Banking, Sales Process, Customer Retention, Term Life Insurance, Brokers, Medicare, Fixed Annuities, Small Business, Long-term Care, Visio, Strategy, Health Care Reform, Medicare Part D, Managed Care, Accident, Claim, Commercial Insurance, Competitive Analysis, HMO, Strategic Planning
Education
University of Georgia 1980 — 1985
Bachelor of Arts (B.A.), Political Science
Holly Harshman Goodenow's Merrill Lynch Experience October 2012 - May 2013
Job Support Services Administrator at Steritech
Industry Consumer Services
Experience
Steritech August 2013 - Present
Merrill Lynch October 2012 - May 2013
Trumbull County 911 May 1996 - May 2012
Skills
Data Entry, Microsoft Excel, Customer Satisfaction, Customer Service, Event Planning, Account Management, Microsoft Office, Outlook, Event Management, Leadership, Facebook, Team Building, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Management, Public Speaking, Team Leadership, Recruiting, Problem Solving, Access, Retail, Analysis, Multi Tasking, Flexibility, Marketing Communications, Advertising, Marketing Strategy, PowerPoint, Fundraising, Teamwork, Budgets, Marketing, Inventory Management, Customer Relations, Organization, Microsoft Word, Adobe Acrobat, Pivot Tables, Smart Draw
Education
Trumbull Business College 1994 — 1996
Associate's degree, Computer Applications
University of Findlay 1979 — 1983
Bachelor of Arts, Psychology
Howland High School 1976 — 1979
High school graduate, College Prep
Steritech August 2013 - Present
Merrill Lynch October 2012 - May 2013
Trumbull County 911 May 1996 - May 2012
Skills
Data Entry, Microsoft Excel, Customer Satisfaction, Customer Service, Event Planning, Account Management, Microsoft Office, Outlook, Event Management, Leadership, Facebook, Team Building, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Management, Public Speaking, Team Leadership, Recruiting, Problem Solving, Access, Retail, Analysis, Multi Tasking, Flexibility, Marketing Communications, Advertising, Marketing Strategy, PowerPoint, Fundraising, Teamwork, Budgets, Marketing, Inventory Management, Customer Relations, Organization, Microsoft Word, Adobe Acrobat, Pivot Tables, Smart Draw
Education
Trumbull Business College 1994 — 1996
Associate's degree, Computer Applications
University of Findlay 1979 — 1983
Bachelor of Arts, Psychology
Howland High School 1976 — 1979
High school graduate, College Prep
Scott Averitt's Merrill Lynch Experience March 2006 - Present
Job Regional Alternative Investments Specialist
Industry Financial Services
Experience
Merrill Lynch March 2006 - Present
Heritage Asset Management June 2004 - February 2006
Franklin Templeton Investments January 2001 - June 2004
Skills
Series 7, Investments, Asset Management, Mutual Funds, Alternative Investments, Hedge Funds, Financial Services, Private Equity, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Financial Modeling, Loans, Retirement, Sales Operations, Series 63
Education
University of Phoenix 2001 — 2003
MBA in Global Management, Business
The University of Georgia 1994 — 1998
BSFR, Biology, Wildlife
University of Miami 1991 — 1992
SAE, Architecture
Merrill Lynch March 2006 - Present
Heritage Asset Management June 2004 - February 2006
Franklin Templeton Investments January 2001 - June 2004
Skills
Series 7, Investments, Asset Management, Mutual Funds, Alternative Investments, Hedge Funds, Financial Services, Private Equity, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Financial Modeling, Loans, Retirement, Sales Operations, Series 63
Education
University of Phoenix 2001 — 2003
MBA in Global Management, Business
The University of Georgia 1994 — 1998
BSFR, Biology, Wildlife
University of Miami 1991 — 1992
SAE, Architecture
Brett Power's Merrill Lynch Experience Mortgage originatorHomeBanc Mortgage2006 - 2007
Job Financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Mortgage originatorHomeBanc Mortgage2006 - 2007
Education
The University of Georgia
Merrill Lynch Mortgage originatorHomeBanc Mortgage2006 - 2007
Education
The University of Georgia
Natalie Giurato's Merrill Lynch Experience June 2006 - August 2006
Job International Communications at UPS
Industry Logistics and Supply Chain
Experience
Cox Enterprises September 2015 - Present
Atlanta Rowing Club August 2007 - Present
UPS June 2012 - September 2015
UPS November 2010 - June 2012
UPS August 2007 - November 2010
Solvay Pharmaceuticals May 2007 - August 2007
University of Georgia September 2006 - May 2007
University of Georgia Crew August 2005 - May 2007
Merrill Lynch June 2006 - August 2006
Athens-Clarke County Government January 2006 - May 2006
Skills
Public Relations, Press Releases, Corporate Communications, Social Media, Newsletters, Strategy, Advertising, Internal Communications, Editing, Management, Leadership, Training, Account Management, Program Management, Crisis Communications, Sales, Photoshop, Dreamweaver, Journalism, Web Content
Education
The University of Georgia
Public Relations, Spanish
University of Valencia
Cox Enterprises September 2015 - Present
Atlanta Rowing Club August 2007 - Present
UPS June 2012 - September 2015
UPS November 2010 - June 2012
UPS August 2007 - November 2010
Solvay Pharmaceuticals May 2007 - August 2007
University of Georgia September 2006 - May 2007
University of Georgia Crew August 2005 - May 2007
Merrill Lynch June 2006 - August 2006
Athens-Clarke County Government January 2006 - May 2006
Skills
Public Relations, Press Releases, Corporate Communications, Social Media, Newsletters, Strategy, Advertising, Internal Communications, Editing, Management, Leadership, Training, Account Management, Program Management, Crisis Communications, Sales, Photoshop, Dreamweaver, Journalism, Web Content
Education
The University of Georgia
Public Relations, Spanish
University of Valencia
Shaunna M Anderson's Merrill Lynch Experience October 2007 - September 2009
Job Registered Client Associate, Merrill Lynch
Industry Financial Services
Experience
Buttonwood Financial Partners LLC September 2009 - November 2014
Merrill Lynch October 2007 - September 2009
M.S. Howells & Co. February 2006 - October 2007
Experience 2000 - 2000
Education
The University of Georgia 1997 — 2001
B.S, Education, Cum Laude
Buttonwood Financial Partners LLC September 2009 - November 2014
Merrill Lynch October 2007 - September 2009
M.S. Howells & Co. February 2006 - October 2007
Experience 2000 - 2000
Education
The University of Georgia 1997 — 2001
B.S, Education, Cum Laude
Laura Hopkins's Merrill Lynch Experience March 2015 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch May 2013 - March 2015
Atlantic Investment Management September 2012 - April 2013
Apax Partners October 2010 - September 2012
Soho Myriad September 2008 - July 2009
Skills
PowerPoint, Microsoft Excel, Outlook, Event Management, Retail, Event Planning, Customer Service, Investments, Facebook, Social Networking, Financial Analysis, Microsoft Office, Social Media Marketing, Public Relations
Education
The University of Georgia 2004 — 2008
Bachelor of Science (B.S.), Fashion Merchandising
Merrill Lynch March 2015 - Present
Merrill Lynch May 2013 - March 2015
Atlantic Investment Management September 2012 - April 2013
Apax Partners October 2010 - September 2012
Soho Myriad September 2008 - July 2009
Skills
PowerPoint, Microsoft Excel, Outlook, Event Management, Retail, Event Planning, Customer Service, Investments, Facebook, Social Networking, Financial Analysis, Microsoft Office, Social Media Marketing, Public Relations
Education
The University of Georgia 2004 — 2008
Bachelor of Science (B.S.), Fashion Merchandising
Warren Terry's Merrill Lynch Experience December 2000 - December 2004
Job Managing Director, Advisor Platform
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Wells Fargo Advisors December 2004 - September 2011
Merrill Lynch December 2000 - December 2004
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Securities, Financial Services, Asset Allocation, Asset Management, Strategic Financial..., Banking, Investment Advisory, Financial Analysis
Education
The University of Georgia 1991 — 1995
Bachelor of Arts (BA), Economics
Wells Fargo Advisors September 2011 - Present
Wells Fargo Advisors December 2004 - September 2011
Merrill Lynch December 2000 - December 2004
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Securities, Financial Services, Asset Allocation, Asset Management, Strategic Financial..., Banking, Investment Advisory, Financial Analysis
Education
The University of Georgia 1991 — 1995
Bachelor of Arts (BA), Economics
Jefferson Cary's Merrill Lynch Experience 2011 - December 2013
Job Real Estate Development at Rocklyn Homes
Industry Real Estate
Experience
Rocklyn Homes June 2015 - Present
Creekside Properties, LLC. December 2013 - Present
Merrill Lynch 2011 - December 2013
Cary Develpment, LLC. June 2006 - June 2010
Ignition, Inc March 2004 - April 2005
The College Board September 2002 - June 2003
IBM March 2000 - January 2002
Lotus Development 1997 - 1999
IBM/Lotus Development Corp September 1996 - December 1998
Skills
New Business Development, Sales, Marketing Strategy, Product Development, Customer Relations, Small Business, New Home Construction, Management, Marketing
Education
University of Georgia - Terry College of Business 2005 — 2006
Master of Business Administration (MBA), Finance, Real Estate
The University of Georgia 1992 — 1999
Bachelor of Business Administration (BBA), Marketing
Rocklyn Homes June 2015 - Present
Creekside Properties, LLC. December 2013 - Present
Merrill Lynch 2011 - December 2013
Cary Develpment, LLC. June 2006 - June 2010
Ignition, Inc March 2004 - April 2005
The College Board September 2002 - June 2003
IBM March 2000 - January 2002
Lotus Development 1997 - 1999
IBM/Lotus Development Corp September 1996 - December 1998
Skills
New Business Development, Sales, Marketing Strategy, Product Development, Customer Relations, Small Business, New Home Construction, Management, Marketing
Education
University of Georgia - Terry College of Business 2005 — 2006
Master of Business Administration (MBA), Finance, Real Estate
The University of Georgia 1992 — 1999
Bachelor of Business Administration (BBA), Marketing
Becky Hullinger's Merrill Lynch Experience February 2008 - June 2011
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
merrill lynch February 2008 - June 2011
Education
The University of Georgia 1976 — 1980
BM of Music Education
Ameriprise Financial Services, Inc. June 2011 - Present
merrill lynch February 2008 - June 2011
Education
The University of Georgia 1976 — 1980
BM of Music Education
John F. (Jack) Blackburn's Merrill Lynch Experience 1992 - 2008
Job Principal Investor
Industry Financial Services
Experience
AmRock Advisors LLC 2008 - Present
Merrill Lynch 1992 - 2008
Citicorp 1987 - 1992
Freddie Mac 1985 - 1987
Skills
CMBS, Structured Finance, ABS, Capital Markets, High Yield, Alternative Investments, Investments, Portfolio Management, Securitization, Fixed Income, Loans, Private Equity, Investment Banking, Hedge Funds, Financial Structuring, Securities, Bonds, Equities, Derivatives, Valuation, Structured Products, Credit Derivatives, MBS, Leveraged Finance, Asset Management, Series 7, Investment Management
Education
University of Georgia School of Law 1982 — 1985
JD, Law
University of Georgia - Terry College of Business 1981 — 1985
MBA, Finance
The University of Georgia 1977 — 1981
BBA, Accounting
SCDS
AmRock Advisors LLC 2008 - Present
Merrill Lynch 1992 - 2008
Citicorp 1987 - 1992
Freddie Mac 1985 - 1987
Skills
CMBS, Structured Finance, ABS, Capital Markets, High Yield, Alternative Investments, Investments, Portfolio Management, Securitization, Fixed Income, Loans, Private Equity, Investment Banking, Hedge Funds, Financial Structuring, Securities, Bonds, Equities, Derivatives, Valuation, Structured Products, Credit Derivatives, MBS, Leveraged Finance, Asset Management, Series 7, Investment Management
Education
University of Georgia School of Law 1982 — 1985
JD, Law
University of Georgia - Terry College of Business 1981 — 1985
MBA, Finance
The University of Georgia 1977 — 1981
BBA, Accounting
SCDS
Hal McSwain's Merrill Lynch Experience October 1984 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1984 - Present
Education
The University of Georgia 1976 — 1980
BBA, Marketing
Merrill Lynch October 1984 - Present
Education
The University of Georgia 1976 — 1980
BBA, Marketing
Ian McLuckie's Merrill Lynch Experience June 2013 - August 2013
Job Student at the University of Georgia
Industry Legislative Office
Experience
RNDM, Inc. May 2014 - Present
EDENS : Connective Retail June 2015 - August 2015
Office of Senator Robert P. Casey, Jr. May 2014 - July 2014
Merrill Lynch June 2013 - August 2013
Sotheby's International Realty June 2011 - August 2013
FreeCountry Lacrosse October 2010 - August 2012
Jobfox 2008 - 2010
Skills
Social Media, Salesforce.com, Microsoft Office, Start-ups, Online Advertising, Microsoft Excel, OS X, Online Marketing, Social Networking, Social Media Marketing, Photoshop, iOS, National Security, International Relations, Security, Comparative Politics, Global Security, Legislative Research, Windows, Mac OS X, Facebook Fan Page..., Custom Facebook Pages, Twitter, Skype, Automotive, JavaScript, Lightroom, Hoovers, Digital Photography, Video Editing, MRIS, iMovie, Government, Public Policy, Politics
Education
The University of Georgia 2012 — 2016
International Affairs, International Relations and National Security Studies
St. Andrew's Episcopal School 2006 — 2012
Graduated with honors
RNDM, Inc. May 2014 - Present
EDENS : Connective Retail June 2015 - August 2015
Office of Senator Robert P. Casey, Jr. May 2014 - July 2014
Merrill Lynch June 2013 - August 2013
Sotheby's International Realty June 2011 - August 2013
FreeCountry Lacrosse October 2010 - August 2012
Jobfox 2008 - 2010
Skills
Social Media, Salesforce.com, Microsoft Office, Start-ups, Online Advertising, Microsoft Excel, OS X, Online Marketing, Social Networking, Social Media Marketing, Photoshop, iOS, National Security, International Relations, Security, Comparative Politics, Global Security, Legislative Research, Windows, Mac OS X, Facebook Fan Page..., Custom Facebook Pages, Twitter, Skype, Automotive, JavaScript, Lightroom, Hoovers, Digital Photography, Video Editing, MRIS, iMovie, Government, Public Policy, Politics
Education
The University of Georgia 2012 — 2016
International Affairs, International Relations and National Security Studies
St. Andrew's Episcopal School 2006 — 2012
Graduated with honors
Alyssa Wang's Merrill Lynch Experience June 2009 - September 2009
Job Business Systems Analyst at Quantcast
Industry Computer Software
Experience
Quantcast April 2013 - Present
Adobe June 2012 - August 2012
AXA Rosenberg June 2011 - August 2011
SunPower Corporation May 2010 - August 2010
Merrill Lynch June 2009 - September 2009
Skills
Analysis, Internal Controls, Salesforce.com, Sales Operations
Education
University of California, Berkeley 2008 — 2012
B.A., Economics
The University of Hong Kong 2012 — 2012
Bachelor of Business Administration (B.B.A.)
Quantcast April 2013 - Present
Adobe June 2012 - August 2012
AXA Rosenberg June 2011 - August 2011
SunPower Corporation May 2010 - August 2010
Merrill Lynch June 2009 - September 2009
Skills
Analysis, Internal Controls, Salesforce.com, Sales Operations
Education
University of California, Berkeley 2008 — 2012
B.A., Economics
The University of Hong Kong 2012 — 2012
Bachelor of Business Administration (B.B.A.)
Alice Tsang's Merrill Lynch Experience April 1987 - June 1989
Job CFA, College Professor, Ind. Financial Services Professional
Industry Financial Services
Experience
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA 1989 - 1993
Merrill Lynch April 1987 - June 1989
E.F. Hutton & Company March 1984 - March 1987
Skills
Investments, Financial Analysis, Financial Accounting, Managerial Finance, Municipal Bonds, Career Counseling, Translation, Chinese culture, Chinese Calligraphy, Church Administration, Public Speaking, University Teaching, Writing, Valuation, Fixed Income, Economics, Data Analysis, Portfolio Management, Econometrics, Bonds, Investment Banking, Asset Managment, Equities, Investment Management, Mutual Funds, Capital Markets, Leadership, Risk Management, Research, Student Affairs, Financial Modeling
Education
NYU Stern School of Business
MBA, Finance, (with Distinction)
The University of Hong Kong
BA (Hons), English/Translation
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA 1989 - 1993
Merrill Lynch April 1987 - June 1989
E.F. Hutton & Company March 1984 - March 1987
Skills
Investments, Financial Analysis, Financial Accounting, Managerial Finance, Municipal Bonds, Career Counseling, Translation, Chinese culture, Chinese Calligraphy, Church Administration, Public Speaking, University Teaching, Writing, Valuation, Fixed Income, Economics, Data Analysis, Portfolio Management, Econometrics, Bonds, Investment Banking, Asset Managment, Equities, Investment Management, Mutual Funds, Capital Markets, Leadership, Risk Management, Research, Student Affairs, Financial Modeling
Education
NYU Stern School of Business
MBA, Finance, (with Distinction)
The University of Hong Kong
BA (Hons), English/Translation
Wilton Graves's Merrill Lynch Experience January 1998 - January 2000
Job Principal Broker at Nest Real Estate Group
Industry Real Estate
Experience
Nest Realty December 2013 - Present
Patton Property Group May 2012 - January 2014
GRAVES DEVELOPMENT CORP January 2003 - 2011
GRAVES CONSTRUCTION CO January 2000 - January 2003
Merrill Lynch January 1998 - January 2000
Skills
Real Estate, Real Estate Development, Start-ups, Construction, Management, Finance, Sellers, Customer Service, Mergers, Negotiation, Entrepreneurship, Sales, CRM, Marketing, Business Development
Education
The University of Georgia
M.B.A
The University of Georgia
B.B.A, Finance
Nest Realty December 2013 - Present
Patton Property Group May 2012 - January 2014
GRAVES DEVELOPMENT CORP January 2003 - 2011
GRAVES CONSTRUCTION CO January 2000 - January 2003
Merrill Lynch January 1998 - January 2000
Skills
Real Estate, Real Estate Development, Start-ups, Construction, Management, Finance, Sellers, Customer Service, Mergers, Negotiation, Entrepreneurship, Sales, CRM, Marketing, Business Development
Education
The University of Georgia
M.B.A
The University of Georgia
B.B.A, Finance
Rami Chehabi's Merrill Lynch Experience June 2012 - May 2013
Job Financial Analyst at Five Point Communities
Industry Financial Services
Experience
Five Point Communities July 2013 - Present
Merrill Lynch June 2012 - May 2013
Pacific Alternative Asset Management Company September 2012 - December 2012
Global Hunter Securities April 2012 - June 2012
International Institute for Family Enterprises February 2011 - July 2011
Iveagh Wealth July 2010 - December 2010
Morgan Buildings and Spas July 2009 - August 2009
Capital Metropolitan Transportation Authority August 2007 - June 2008
Skills
Arabic (proficient in..., French (proficient), Spanish (proficient), Financial Analysis, Financial Modeling, Valuation, Quantitative Analytics, Corporate Finance, Data Analysis, Economics, Investments, Finance, Bloomberg, Investment Banking, Market Research, Due Diligence, Capital Markets, Competitive Analysis, Equities, Private Equity, Emerging Markets, Portfolio Management, Forecasting, Spanish, Arabic, Hedge Funds, Investment Strategies, Mutual Funds, Equity Research, Start-ups, Strategy
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Master of Business Administration, Finance
The University of Texas at Austin 2007 — 2010
Bachelor of Arts, Economics
The University of Edinburgh 2005 — 2007
Bachelor of Arts, Arabic and Business
American School in London 2001 — 2005
Five Point Communities July 2013 - Present
Merrill Lynch June 2012 - May 2013
Pacific Alternative Asset Management Company September 2012 - December 2012
Global Hunter Securities April 2012 - June 2012
International Institute for Family Enterprises February 2011 - July 2011
Iveagh Wealth July 2010 - December 2010
Morgan Buildings and Spas July 2009 - August 2009
Capital Metropolitan Transportation Authority August 2007 - June 2008
Skills
Arabic (proficient in..., French (proficient), Spanish (proficient), Financial Analysis, Financial Modeling, Valuation, Quantitative Analytics, Corporate Finance, Data Analysis, Economics, Investments, Finance, Bloomberg, Investment Banking, Market Research, Due Diligence, Capital Markets, Competitive Analysis, Equities, Private Equity, Emerging Markets, Portfolio Management, Forecasting, Spanish, Arabic, Hedge Funds, Investment Strategies, Mutual Funds, Equity Research, Start-ups, Strategy
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Master of Business Administration, Finance
The University of Texas at Austin 2007 — 2010
Bachelor of Arts, Economics
The University of Edinburgh 2005 — 2007
Bachelor of Arts, Arabic and Business
American School in London 2001 — 2005
Julia Baldwin's Merrill Lynch Experience July 2013 - Present
Job Vice president, senior financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch January 1988 - July 2009
Skills
Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Investments, Banking, Financial Analysis, Loans, Portfolio Management, Finance, Valuation, Risk Management, Credit, Credit Analysis, Financial Planning, Public Speaking
Education
The University of Georgia 1962 — 1964
Merrill Lynch July 2013 - Present
Merrill Lynch January 1988 - July 2009
Skills
Series 7, Wealth Management, Strategic Financial..., Retirement Planning, Estate Planning, Investments, Banking, Financial Analysis, Loans, Portfolio Management, Finance, Valuation, Risk Management, Credit, Credit Analysis, Financial Planning, Public Speaking
Education
The University of Georgia 1962 — 1964
Eric Varnado's Merrill Lynch Experience 2006 - 2008
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial February 2010 - Present
Lincoln Financial Group June 2008 - December 2009
Merrill Lynch 2006 - 2008
AIM Systems, Inc. 2003 - 2006
AIM Systems, Inc. 2000 - 2003
AIM Systems, Inc. 1997 - 2000
Education
The University of Georgia 1992 — 1996
Bachelor of Business Administration (BBA), Finance
TIME Financial February 2010 - Present
Lincoln Financial Group June 2008 - December 2009
Merrill Lynch 2006 - 2008
AIM Systems, Inc. 2003 - 2006
AIM Systems, Inc. 2000 - 2003
AIM Systems, Inc. 1997 - 2000
Education
The University of Georgia 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Christopher Payson's Merrill Lynch Experience October 1988 - March 2009
Job Financial Advisor, Vice President, Investments Raymond James
Industry Financial Services
Experience
Raymond James & Assoc March 2009 - Present
Merrill Lynch October 1988 - March 2009
Skills
Series 7, 8, 63, 65 (...
Education
Uninversity of Pennsylvania Wharton School of Business Executive Education Program
University of Findlay
Raymond James & Assoc March 2009 - Present
Merrill Lynch October 1988 - March 2009
Skills
Series 7, 8, 63, 65 (...
Education
Uninversity of Pennsylvania Wharton School of Business Executive Education Program
University of Findlay
Ava Arjmand's Merrill Lynch Experience August 2015 - Present
Job Private Wealth Relationship Manager
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch Private Banking & Investments (PBIG) August 2014 - Present
Merrill Lynch October 2007 - Present
Merrill Lynch January 2011 - July 2011
Morgan Stanley May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, PowerPoint, Strategic Planning, Microsoft Word, Public Speaking, Negotiation, Outlook, Event Planning, Budgets, Salesforce.com, ThomsonOne, Series 7, Uniform Combined State..., Investments, Strategic Financial..., Wealth Management, Financial Services, Series 65, Series 63, Asset Allocation, Investment Strategies, 401k Rollovers, Mutual Funds, Securities, Investment Advisory, Retirement, Financial Planning, Asset Management, Leadership, Wealth, Financial Analysis, Portfolio Management, Estate Planning, Management, Finance, Retirement Planning, FINRA, Risk Management
Education
The University of Georgia 2003 — 2007
Bachelor of Business Administration (BBA), Marketing, Finance
Merrill Lynch August 2015 - Present
Merrill Lynch Private Banking & Investments (PBIG) August 2014 - Present
Merrill Lynch October 2007 - Present
Merrill Lynch January 2011 - July 2011
Morgan Stanley May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, PowerPoint, Strategic Planning, Microsoft Word, Public Speaking, Negotiation, Outlook, Event Planning, Budgets, Salesforce.com, ThomsonOne, Series 7, Uniform Combined State..., Investments, Strategic Financial..., Wealth Management, Financial Services, Series 65, Series 63, Asset Allocation, Investment Strategies, 401k Rollovers, Mutual Funds, Securities, Investment Advisory, Retirement, Financial Planning, Asset Management, Leadership, Wealth, Financial Analysis, Portfolio Management, Estate Planning, Management, Finance, Retirement Planning, FINRA, Risk Management
Education
The University of Georgia 2003 — 2007
Bachelor of Business Administration (BBA), Marketing, Finance
Joseph Denzinger's Merrill Lynch Experience October 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
BNP Paribas April 2015 - Present
Merrill Lynch October 2012 - Present
Merrill Lynch 2012 - Present
ANTC/PFG March 2006 - July 2012
Skills
Alternative Investments, Options, Electronic Trading, Trading, Trading Systems, Series 7, Hedge Funds, Commodity, Equities, Investments, Derivatives
Education
The University of Georgia 1999 — 2003
Bachelor's degree, International Business
Young Harris College
BNP Paribas April 2015 - Present
Merrill Lynch October 2012 - Present
Merrill Lynch 2012 - Present
ANTC/PFG March 2006 - July 2012
Skills
Alternative Investments, Options, Electronic Trading, Trading, Trading Systems, Series 7, Hedge Funds, Commodity, Equities, Investments, Derivatives
Education
The University of Georgia 1999 — 2003
Bachelor's degree, International Business
Young Harris College
Duncan Lowe's Merrill Lynch Experience January 2011 - September 2012
Job Vice President & Healthcare Business Banker at PNC
Industry Banking
Experience
PNC October 2014 - Present
Regions Bank November 2012 - 2014
Merrill Lynch January 2011 - September 2012
Community Bank & Trust - West Georgia 2008 - 2010
Regions Bank 2007 - 2008
Morgan Keegan & Co 2006 - 2007
SunTrust Bank 2001 - 2006
SouthTrust Bank 1995 - 2001
Skills
Wealth Management, Commercial Lending, Loans, Banking, Series 7, Portfolio Management, Small Business Lending, Investments, Commercial Banking, Credit, Retirement Planning, Credit Analysis, Strategic Financial..., Investment Advisory, Mortgage Lending, Financial Analysis, Asset Allocation, Estate Planning, Series 66, Georgia Life, Acc &..., Community Service, Life Insurance, FINRA, High Net Worth..., Insurance, Cash Management, Financial Risk, Financial Advisory, Wealth Management..., Variable Products, Private Banking, Lines Of Credit, Investment Management, 401k Rollovers, Strategic Planning, Series 63, Securities, Consumer Lending, Mutual Funds, Asset Management, Investment Strategies, Finance, Loan Origination, Financial Services, Retirement, Leadership
Education
The University of Georgia 1978 — 1981
BA, Economics
Washington and Lee University 1976 — 1978
Undergrad/Economics
Hardaway High School 1972 — 1976
PNC October 2014 - Present
Regions Bank November 2012 - 2014
Merrill Lynch January 2011 - September 2012
Community Bank & Trust - West Georgia 2008 - 2010
Regions Bank 2007 - 2008
Morgan Keegan & Co 2006 - 2007
SunTrust Bank 2001 - 2006
SouthTrust Bank 1995 - 2001
Skills
Wealth Management, Commercial Lending, Loans, Banking, Series 7, Portfolio Management, Small Business Lending, Investments, Commercial Banking, Credit, Retirement Planning, Credit Analysis, Strategic Financial..., Investment Advisory, Mortgage Lending, Financial Analysis, Asset Allocation, Estate Planning, Series 66, Georgia Life, Acc &..., Community Service, Life Insurance, FINRA, High Net Worth..., Insurance, Cash Management, Financial Risk, Financial Advisory, Wealth Management..., Variable Products, Private Banking, Lines Of Credit, Investment Management, 401k Rollovers, Strategic Planning, Series 63, Securities, Consumer Lending, Mutual Funds, Asset Management, Investment Strategies, Finance, Loan Origination, Financial Services, Retirement, Leadership
Education
The University of Georgia 1978 — 1981
BA, Economics
Washington and Lee University 1976 — 1978
Undergrad/Economics
Hardaway High School 1972 — 1976
Ben Rounds's Merrill Lynch Experience December 2010 - June 2011
Job Quantitative Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2014 - Present
Grant Thornton LLP June 2013 - August 2013
Apex Capital, LLC May 2012 - August 2012
Merrill Lynch December 2010 - June 2011
Skills
Economics, Investments, Research, Microsoft Excel, Hedge Funds, Microsoft Office, Financial Modeling, Valuation, Data Analysis, Finance, Financial Analysis, Alternative Investments, Statistics, Bloomberg, Stata, Public Speaking
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Double major in Applied Mathematics and Economics
The University of Hong Kong 2013 — 2013
UCEAP Study Abroad Semester, Applied Mathematics, Finance
BlackRock August 2014 - Present
Grant Thornton LLP June 2013 - August 2013
Apex Capital, LLC May 2012 - August 2012
Merrill Lynch December 2010 - June 2011
Skills
Economics, Investments, Research, Microsoft Excel, Hedge Funds, Microsoft Office, Financial Modeling, Valuation, Data Analysis, Finance, Financial Analysis, Alternative Investments, Statistics, Bloomberg, Stata, Public Speaking
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Double major in Applied Mathematics and Economics
The University of Hong Kong 2013 — 2013
UCEAP Study Abroad Semester, Applied Mathematics, Finance
Evan Pittman's Merrill Lynch Experience September 2008 - March 2014
Job Private Client Adviser at JPMorgan Chase
Industry Design
Experience
JP MORGAN CHASE BANK NA March 2014 - Present
Merrill Lynch September 2008 - March 2014
Education
The University of Georgia 1999 — 2002
BA, Political Science, History
Lakeside high school 1994 — 1998
JP MORGAN CHASE BANK NA March 2014 - Present
Merrill Lynch September 2008 - March 2014
Education
The University of Georgia 1999 — 2002
BA, Political Science, History
Lakeside high school 1994 — 1998
Daniel Halley-Wright's Merrill Lynch Experience May 2013 - Present
Job Registered Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Ryder System, Inc June 2012 - August 2012
RuffaloCODY December 2010 - December 2011
The Gulfstream Group May 2011 - August 2011
RuffaloCODY, Vanderbilt University Call Center January 2010 - January 2011
Dewey & LeBoeuf LLP May 2010 - August 2010
Skills
Research, Microsoft Office, Asset Management, Microsoft Excel, Financial Analysis, Finance, Economics, Data Analysis, Bloomberg Terminal, Bloomberg, PowerPoint, Public Speaking, Accounting
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics
The University of Edinburgh
Bachelor of Applied Science (B.A.Sc.), Economics
Merrill Lynch May 2013 - Present
Ryder System, Inc June 2012 - August 2012
RuffaloCODY December 2010 - December 2011
The Gulfstream Group May 2011 - August 2011
RuffaloCODY, Vanderbilt University Call Center January 2010 - January 2011
Dewey & LeBoeuf LLP May 2010 - August 2010
Skills
Research, Microsoft Office, Asset Management, Microsoft Excel, Financial Analysis, Finance, Economics, Data Analysis, Bloomberg Terminal, Bloomberg, PowerPoint, Public Speaking, Accounting
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics
The University of Edinburgh
Bachelor of Applied Science (B.A.Sc.), Economics
Laura Barcikowski's Merrill Lynch Experience November 1993 - August 1999
Job Senior IB Administrative Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2014 - Present
Robert W. Baird & Co. June 2007 - September 2014
Lehman Brothers August 1999 - June 2002
Merrill Lynch November 1993 - August 1999
Education
The University of Georgia 2002 — 2006
Bachelor of Arts (BA), Anthropology
Temple of Kriya Yoga Chicago 1995 — 1996
Hatha Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Robert W. Baird & Co. September 2014 - Present
Robert W. Baird & Co. June 2007 - September 2014
Lehman Brothers August 1999 - June 2002
Merrill Lynch November 1993 - August 1999
Education
The University of Georgia 2002 — 2006
Bachelor of Arts (BA), Anthropology
Temple of Kriya Yoga Chicago 1995 — 1996
Hatha Yoga Teacher Training, Yoga Teacher Training/Yoga Therapy
Maurice Okolo's Merrill Lynch Experience August 2008 - Present
Job Financial Advisor/Portfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2008 - Present
Bank of America 2007 - 2008
Skills
Financial planning, Portfolio Management, Investment Advisory, Retirement Planning, Investments, Banking, Mortgage Lending, Insurance, Asset Managment, Financial Analysis, Wealth Management, Risk Management, Liability Analysis, Financial Modeling
Education
California State University-Northridge 2010 — 2013
MBA, Finance
The University of Hull 2002 — 2004
Master of Science, Business Management
University of Nigeria 1996 — 2000
Bachelor of Science, Economics
Merrill Lynch August 2008 - Present
Bank of America 2007 - 2008
Skills
Financial planning, Portfolio Management, Investment Advisory, Retirement Planning, Investments, Banking, Mortgage Lending, Insurance, Asset Managment, Financial Analysis, Wealth Management, Risk Management, Liability Analysis, Financial Modeling
Education
California State University-Northridge 2010 — 2013
MBA, Finance
The University of Hull 2002 — 2004
Master of Science, Business Management
University of Nigeria 1996 — 2000
Bachelor of Science, Economics
Wes Whitaker's Merrill Lynch Experience October 2011 - Present
Job Investment
Industry Banking
Experience
Merrill Lynch October 2011 - Present
US Navy August 2005 - August 2010
Education
The University of Georgia 2000 — 2004
Consumer Economics
Merrill Lynch October 2011 - Present
US Navy August 2005 - August 2010
Education
The University of Georgia 2000 — 2004
Consumer Economics
Lee Oliff's Merrill Lynch Experience June 2006 - August 2006
Job Attorney at Law
Industry Legal Services
Experience
Oliff Law LLC February 2015 - Present
Astor Investment Management August 2014 - Present
Ultimate Sports Agency May 2014 - August 2014
Priority Sports & Entertainment February 2013 - May 2013
Astor Asset Management November 2009 - February 2013
Sports Law 101 February 2012 - September 2012
CME Group - GFX Corp. June 2008 - August 2008
Sunset Partners Capital Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Asset Management, Excel, Word, Sports Marketing, Investments, Legal Writing, Finance, Alternative Investments, ETFs, Asset Allocation, Sports, Asset Managment, Financial Modeling, Mutual Funds, Microsoft Excel, Microsoft Word, Arbitration, Sports Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2013
JD, Sports & Entertainment Law
University of Kansas 2005 — 2009
BA, Finance
Oliff Law LLC February 2015 - Present
Astor Investment Management August 2014 - Present
Ultimate Sports Agency May 2014 - August 2014
Priority Sports & Entertainment February 2013 - May 2013
Astor Asset Management November 2009 - February 2013
Sports Law 101 February 2012 - September 2012
CME Group - GFX Corp. June 2008 - August 2008
Sunset Partners Capital Management June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Asset Management, Excel, Word, Sports Marketing, Investments, Legal Writing, Finance, Alternative Investments, ETFs, Asset Allocation, Sports, Asset Managment, Financial Modeling, Mutual Funds, Microsoft Excel, Microsoft Word, Arbitration, Sports Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2013
JD, Sports & Entertainment Law
University of Kansas 2005 — 2009
BA, Finance
Paul Acomb's Merrill Lynch Experience June 1996 - December 2008
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 1996 - Present
Merrill Lynch June 1996 - December 2008
Skills
Capital Markets, Derivatives, Foreign Exchange, Fixed Income, Middle Office, Structured Products, FX Options, Credit Derivatives, Hedge Funds, Interest Rate..., Equity Derivatives, Finance, Risk Management, Operational Risk, Credit Risk, Investment Banking, Prime Brokerage, Securities, Market Risk, Equities, Bloomberg, Trading, Financial Modeling, Corporate Finance
Education
The University of Hull
Accountancy
Bank of America Merrill Lynch June 1996 - Present
Merrill Lynch June 1996 - December 2008
Skills
Capital Markets, Derivatives, Foreign Exchange, Fixed Income, Middle Office, Structured Products, FX Options, Credit Derivatives, Hedge Funds, Interest Rate..., Equity Derivatives, Finance, Risk Management, Operational Risk, Credit Risk, Investment Banking, Prime Brokerage, Securities, Market Risk, Equities, Bloomberg, Trading, Financial Modeling, Corporate Finance
Education
The University of Hull
Accountancy
Paige Penze's Merrill Lynch Experience August 1998 - Present
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch August 1998 - Present
USA Swimming 1999 - Present
USA Swimming 1989 - 1996
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (MBA), Finance, General
The University of Georgia 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch August 1998 - Present
USA Swimming 1999 - Present
USA Swimming 1989 - 1996
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (MBA), Finance, General
The University of Georgia 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Christina Kutz's Merrill Lynch Experience 2003 - 2004
Job Mom
Industry Human Resources
Experience
Kutz Inc LogisticsBacardi2004 - 2006
Merrill Lynch 2003 - 2004
Cardinal Health 2002 - 2003
Education
The University of Georgia
Bachelor's Degree, Business Administration and Management, General
Kutz Inc LogisticsBacardi2004 - 2006
Merrill Lynch 2003 - 2004
Cardinal Health 2002 - 2003
Education
The University of Georgia
Bachelor's Degree, Business Administration and Management, General
Krista Wagner's Merrill Lynch Experience February 1994 - June 1995
Job Rental company owner
Industry Real Estate
Experience
Self-employed March 2007 - Present
Merrill Lynch February 1994 - June 1995
Skills
Property Management, Residential Homes, Investment Properties, Real Estate, Marketing
Education
The University of Georgia 1988 — 1992
Bachelor's degree
Self-employed March 2007 - Present
Merrill Lynch February 1994 - June 1995
Skills
Property Management, Residential Homes, Investment Properties, Real Estate, Marketing
Education
The University of Georgia 1988 — 1992
Bachelor's degree
Brian Hungerford's Merrill Lynch Experience August 1988 - August 2011
Job Financial Advisor at Wells Fargo Advisors , LLC
Industry Investment Management
Experience
Wells Fargo Advisors August 2011 - Present
Merrill Lynch August 1988 - August 2011
Sherwood Capital June 1987 - August 1988
Skills
Financial Advisory, Asset Allocation, Stocks, Bonds, Mutual Funds, Annuities, 401k Rollovers, Retirement-Plan..., Insurance, Fixed Income Strategies
Education
The University of Georgia 1982 — 1986
Economics
Carrollton High School
Wells Fargo Advisors August 2011 - Present
Merrill Lynch August 1988 - August 2011
Sherwood Capital June 1987 - August 1988
Skills
Financial Advisory, Asset Allocation, Stocks, Bonds, Mutual Funds, Annuities, 401k Rollovers, Retirement-Plan..., Insurance, Fixed Income Strategies
Education
The University of Georgia 1982 — 1986
Economics
Carrollton High School
Alice Tsang's Merrill Lynch Experience April 1987 - May 1989
Job Professor in the Practice (Finance) Dept. of Economics and Business, Director of Global Partnerships at Gordon College
Industry Higher Education
Experience
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA June 1989 - May 1993
Merrill Lynch April 1987 - May 1989
E.F. Hutton & Company April 1984 - March 1987
Skills
CFA, University Teaching, Higher Education, Student Development, Student Affairs, Teaching, Public Speaking, Research
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
The University of Hong Kong
Bachelor of Arts (B.A.) (Hons), English and Translation
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA June 1989 - May 1993
Merrill Lynch April 1987 - May 1989
E.F. Hutton & Company April 1984 - March 1987
Skills
CFA, University Teaching, Higher Education, Student Development, Student Affairs, Teaching, Public Speaking, Research
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
The University of Hong Kong
Bachelor of Arts (B.A.) (Hons), English and Translation
Randy Marchant's Merrill Lynch Experience August 2008 - June 2011
Job Advisor at VALIC
Industry Financial Services
Experience
VALIC March 2012 - Present
Merrill Lynch August 2008 - June 2011
Synovus February 1993 - May 2008
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, IRAs, Securities
Education
The University of Georgia 1974 — 1977
Bachelor of Business Administration (BBA), Finance, General
VALIC March 2012 - Present
Merrill Lynch August 2008 - June 2011
Synovus February 1993 - May 2008
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Fixed Annuities, Series 63, Financial Advisory, Investment Strategies, IRAs, Securities
Education
The University of Georgia 1974 — 1977
Bachelor of Business Administration (BBA), Finance, General
Nora Mccormack's Merrill Lynch Experience 2006 - 2011
Job Key Accounts Manager at Schroders Investment Managarment NA
Industry Financial Services
Experience
Schroders Investment Managarment NA 2011 - Present
Merrill Lynch 2006 - 2011
Skills
Management, Project Management
Education
The University of Edinburgh 2004 — 2005
Master of Science (M.S.), Economics
University of Miami 2000 — 2003
Bachelor of Business Administration (B.B.A.), International finance and marketing; and economics
Schroders Investment Managarment NA 2011 - Present
Merrill Lynch 2006 - 2011
Skills
Management, Project Management
Education
The University of Edinburgh 2004 — 2005
Master of Science (M.S.), Economics
University of Miami 2000 — 2003
Bachelor of Business Administration (B.B.A.), International finance and marketing; and economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank