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
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Lindsay Gust Lindsay Gust's Merrill Lynch Experience June 2006 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Piper Jaffray August 2005 - June 2006
Education
The University of North Dakota 2002 — 2004
Financial Management
University of Minnesota Crookston 2001 — 2002
Merrill Lynch June 2006 - Present
Piper Jaffray August 2005 - June 2006
Education
The University of North Dakota 2002 — 2004
Financial Management
University of Minnesota Crookston 2001 — 2002
Nicholas Sherf's Merrill Lynch Experience 2007 - 2007
Job Wealth Management, Investments, & Acquisitions
Industry Consumer Services
Experience
Stanczyk Auto May 2009 - Present
Mariner Holdings September 2014 - November 2014
Waddell & Reed November 2013 - July 2014
Aramis November 2006 - January 2009
Merrill Lynch 2007 - 2007
Skills
Point of Purchase, Sales Management, Sales Operations, Sales, Direct Sales, Short Sales, Customer Acquisition, Acquisitions, Acquiring, Consulting, Commissioning, Computer Proficiency, Business Development, Marketing, Online Advertising, Advertising Research, Competitive Marketing..., Market Research, Client Development, Client Relations Skills, Document Management, Legal Documents, Strategic Selling, Selling, Automobile, Sales Presentations, Customer Service, Leadership, Team Building, Management
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Economics
Stanczyk Auto May 2009 - Present
Mariner Holdings September 2014 - November 2014
Waddell & Reed November 2013 - July 2014
Aramis November 2006 - January 2009
Merrill Lynch 2007 - 2007
Skills
Point of Purchase, Sales Management, Sales Operations, Sales, Direct Sales, Short Sales, Customer Acquisition, Acquisitions, Acquiring, Consulting, Commissioning, Computer Proficiency, Business Development, Marketing, Online Advertising, Advertising Research, Competitive Marketing..., Market Research, Client Development, Client Relations Skills, Document Management, Legal Documents, Strategic Selling, Selling, Automobile, Sales Presentations, Customer Service, Leadership, Team Building, Management
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Economics
Stacy Huffhines's Merrill Lynch Experience September 2012 - November 2013
Job RSA at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Merrill Lynch September 2012 - November 2013
PlattForm Advertising February 2012 - July 2012
Euronet Worldwide July 2008 - August 2011
Olsten Staffing Services 2005 - 2007
AZ Automotive 2003 - 2005
Skills
Financial Planning, Investment Advisory, Microsoft Office, Client Presentation, Budget Management, Event Planning, Creative Solutions, Executive Calendar..., Team Building, Team Leadership, Training & Development, Marketing, Investor Relations, Executive Support, Human Resources, Notary Public, Time Management, Process Efficiency, Management, Leadership, Customer Service, Vendor Management, Process Improvement, Strategic Planning
Education
The University of Kansas
Biology & Spanish
Ameriprise Financial Services, Inc. March 2014 - Present
Merrill Lynch September 2012 - November 2013
PlattForm Advertising February 2012 - July 2012
Euronet Worldwide July 2008 - August 2011
Olsten Staffing Services 2005 - 2007
AZ Automotive 2003 - 2005
Skills
Financial Planning, Investment Advisory, Microsoft Office, Client Presentation, Budget Management, Event Planning, Creative Solutions, Executive Calendar..., Team Building, Team Leadership, Training & Development, Marketing, Investor Relations, Executive Support, Human Resources, Notary Public, Time Management, Process Efficiency, Management, Leadership, Customer Service, Vendor Management, Process Improvement, Strategic Planning
Education
The University of Kansas
Biology & Spanish
Al Sadanaga's Merrill Lynch Experience September 2010 - December 2012
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo January 2015 - July 2015
Wells Fargo Advisors January 2013 - January 2015
Merrill Lynch September 2010 - December 2012
John Hancock Financial Services January 2009 - September 2010
Burro Brand Ghana Ltd May 2009 - June 2009
Acción New Mexico October 2008 - May 2009
UNM Regents Fund August 2008 - May 2009
PG&E December 1991 - May 2005
US Navy July 1985 - July 1991
Skills
Investments, Mutual Funds, Equities, Finance, Financial Advisory, Asset Allocation, 401k, Insurance, Financial Analysis, Strategic Planning, Investment Strategies, Alternative Investments, Financial Services, Sales, Life Insurance, Non-profits, Investment Planning, Salesforce.com..., Portfolio Management, Wealth Management
Education
The University of New Mexico 2005 — 2009
BS, Finance
Davis High School 1983 — 1985
Wells Fargo January 2015 - July 2015
Wells Fargo Advisors January 2013 - January 2015
Merrill Lynch September 2010 - December 2012
John Hancock Financial Services January 2009 - September 2010
Burro Brand Ghana Ltd May 2009 - June 2009
Acción New Mexico October 2008 - May 2009
UNM Regents Fund August 2008 - May 2009
PG&E December 1991 - May 2005
US Navy July 1985 - July 1991
Skills
Investments, Mutual Funds, Equities, Finance, Financial Advisory, Asset Allocation, 401k, Insurance, Financial Analysis, Strategic Planning, Investment Strategies, Alternative Investments, Financial Services, Sales, Life Insurance, Non-profits, Investment Planning, Salesforce.com..., Portfolio Management, Wealth Management
Education
The University of New Mexico 2005 — 2009
BS, Finance
Davis High School 1983 — 1985
Nicole McClure Kurlbaum's Merrill Lynch Experience February 2015 - Present
Job Medical Illustrator at Kurlbaum Illustration; Adjunct Professor at KCAI
Industry Design
Experience
Merrill Lynch February 2015 - Present
Kurlbaum Illustration December 2009 - Present
Kansas City Art Institute October 2014 - Present
Willoughby Design, Inc. July 2012 - February 2013
University of Kansas December 2009 - June 2012
Skills
Adobe Creative Suite, Microsoft Office, Research, Windows, Photoshop, Teaching, HTML, French, Design Research, Infographics, Illustration, Concept Development, Illustrator, Graphic Design, Public Speaking, Mac, Project Management, Information Graphics, InDesign, Photography, Drawing, Visual Communication, Web Design, Layout, Typography, Branding & Identity, Art, Logo Design, Social Media, Graphics, Art Direction, Creative Direction, Editing, Marketing, Strategic Planning, Customer Service, Advertising, Brochures, Painting
Education
University of Kansas 2007 — 2012
Bachelor of Arts (B.A.), Biology, General
University of Kansas 2007 — 2012
Bachelor of Arts, Painting
Merrill Lynch February 2015 - Present
Kurlbaum Illustration December 2009 - Present
Kansas City Art Institute October 2014 - Present
Willoughby Design, Inc. July 2012 - February 2013
University of Kansas December 2009 - June 2012
Skills
Adobe Creative Suite, Microsoft Office, Research, Windows, Photoshop, Teaching, HTML, French, Design Research, Infographics, Illustration, Concept Development, Illustrator, Graphic Design, Public Speaking, Mac, Project Management, Information Graphics, InDesign, Photography, Drawing, Visual Communication, Web Design, Layout, Typography, Branding & Identity, Art, Logo Design, Social Media, Graphics, Art Direction, Creative Direction, Editing, Marketing, Strategic Planning, Customer Service, Advertising, Brochures, Painting
Education
University of Kansas 2007 — 2012
Bachelor of Arts (B.A.), Biology, General
University of Kansas 2007 — 2012
Bachelor of Arts, Painting
Darlene Robertson Darlene Robertson's Merrill Lynch Experience 2006 - 2006
Job Registered Administrative Assistant
Industry Financial Services
Experience
DarlingDesigns October 2003 - Present
CUSO Financial Services, LP January 2013 - August 2013
Wealth by Design & Management August 2011 - November 2011
Woodward Wealth Management May 2011 - August 2011
Asset One, LLC May 2007 - May 2011
Merrill Lynch 2006 - 2006
Skills
Sales, Customer Service
Education
The University of New Mexico 1980 — 1985
Bachelor of Arts (BA), Psychology
Sandia High School
DarlingDesigns October 2003 - Present
CUSO Financial Services, LP January 2013 - August 2013
Wealth by Design & Management August 2011 - November 2011
Woodward Wealth Management May 2011 - August 2011
Asset One, LLC May 2007 - May 2011
Merrill Lynch 2006 - 2006
Skills
Sales, Customer Service
Education
The University of New Mexico 1980 — 1985
Bachelor of Arts (BA), Psychology
Sandia High School
Sarah Halsch's Merrill Lynch Experience 2010 - 2010
Job Wealth Management
Industry Financial Services
Experience
Mutual of Omaha April 2012 - Present
Merrill Lynch 2010 - 2010
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Licensed Life & Health..., Income Protection, Fixed Annuities, Life Insurance, Disability Insurance, 401k, Mutual Funds, Asset Allocation, Long Term Care Insurance, Retirement, IRAs, Long-term Care, Strategic Financial..., Series 63, Small Business, Estate Planning
Education
University of Kansas 2007 — 2011
BS, Finance
Consortium Institute of Management and Business Analysis 2010 — 2010
Mutual of Omaha April 2012 - Present
Merrill Lynch 2010 - 2010
Skills
Retirement Planning, Wealth Management, 401k Rollovers, Licensed Life & Health..., Income Protection, Fixed Annuities, Life Insurance, Disability Insurance, 401k, Mutual Funds, Asset Allocation, Long Term Care Insurance, Retirement, IRAs, Long-term Care, Strategic Financial..., Series 63, Small Business, Estate Planning
Education
University of Kansas 2007 — 2011
BS, Finance
Consortium Institute of Management and Business Analysis 2010 — 2010
Nick Eschenheimer Nick Eschenheimer's Merrill Lynch Experience July 1996 - January 2001
Job Vice President/Sales Manager at Bank of Oklahoma
Industry Financial Services
Experience
BOK Financial June 2014 - Present
Wunderlich Securities December 2012 - June 2014
SMH Group, Inc March 2009 - December 2012
Smith Barney January 2001 - March 2009
Merrill Lynch July 1996 - January 2001
Skills
Wealth Management, Financial Planning, Retirement Plan..., Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Asset Managment, Asset Allocation, Financial Advisory, Investments, Finance, Mutual Funds, Investment Strategies, Retirement, 401k, Securities, Investment Management, Portfolio Management, Pensions, Wealth Management..., Investment Advisory..., Series 7, Alternative Investments, Risk Management, Investment Policy..., Uniform Combined State..., Employee Benefits, Financial Services, Wealth Accumulation, Management, Financial Analysis
Education
University of Missouri-Kansas City 1992 — 1993
B.A., Economics
University of Kansas 1988 — 1992
B.A., Economics
BOK Financial June 2014 - Present
Wunderlich Securities December 2012 - June 2014
SMH Group, Inc March 2009 - December 2012
Smith Barney January 2001 - March 2009
Merrill Lynch July 1996 - January 2001
Skills
Wealth Management, Financial Planning, Retirement Plan..., Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Asset Managment, Asset Allocation, Financial Advisory, Investments, Finance, Mutual Funds, Investment Strategies, Retirement, 401k, Securities, Investment Management, Portfolio Management, Pensions, Wealth Management..., Investment Advisory..., Series 7, Alternative Investments, Risk Management, Investment Policy..., Uniform Combined State..., Employee Benefits, Financial Services, Wealth Accumulation, Management, Financial Analysis
Education
University of Missouri-Kansas City 1992 — 1993
B.A., Economics
University of Kansas 1988 — 1992
B.A., Economics
Jennifer Eagan's Merrill Lynch Experience 2012 - Present
Job at Jennifer Eagan Photography
Industry Photography
Experience
Merrill Lynch 2012 - Present
Jennifer Eagan Photography January 2010 - Present
Skills
Retirement Planning, Photography
Education
The University of Kansas 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Management
Merrill Lynch 2012 - Present
Jennifer Eagan Photography January 2010 - Present
Skills
Retirement Planning, Photography
Education
The University of Kansas 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Management
Peter Tidrick Peter Tidrick's Merrill Lynch Experience June 2009 - July 2009
Job MBA Candidate at UC Berkeley, Haas School of Business
Industry Management Consulting
Experience
Sabre Holdings April 2013 - July 2014
Sabre Holdings July 2012 - April 2013
Sabre Holdings July 2010 - July 2012
University of Kansas May 2010 - June 2010
Merrill Lynch June 2009 - July 2009
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Kansas 2007 — 2010
Bachelor of Science, Finance and Accounting
CIMBA 2009 — 2009
Sabre Holdings April 2013 - July 2014
Sabre Holdings July 2012 - April 2013
Sabre Holdings July 2010 - July 2012
University of Kansas May 2010 - June 2010
Merrill Lynch June 2009 - July 2009
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Kansas 2007 — 2010
Bachelor of Science, Finance and Accounting
CIMBA 2009 — 2009
Michael C. DeWitt's Merrill Lynch Experience September 2011 - February 2013
Job Financial Executive/Analyst
Industry Financial Services
Experience
Financial Executive/Analyst January 2014 - Present
BMO Harris Bank February 2013 - December 2013
Merrill Lynch September 2011 - February 2013
JPMorgan Chase January 2008 - August 2010
U.S. Bank June 2006 - January 2008
Skills
Strategic Financial..., Series 63, Series 7, Series 6, Uniform Combined State..., Management, Leadership, Mutual Funds, Finance, Series 66, Portfolio Management, Sales, Financial Services, Illinois State Life..., Investments, Banking, Retirement Planning, Wealth Management, Financial Analysis, CRM, Securities, Investment Advisory, CFA "In Progress", Financial Planning
Education
University of Kansas 2001 — 2006
Economics Degree
The University of Kansas
Economics
Financial Executive/Analyst January 2014 - Present
BMO Harris Bank February 2013 - December 2013
Merrill Lynch September 2011 - February 2013
JPMorgan Chase January 2008 - August 2010
U.S. Bank June 2006 - January 2008
Skills
Strategic Financial..., Series 63, Series 7, Series 6, Uniform Combined State..., Management, Leadership, Mutual Funds, Finance, Series 66, Portfolio Management, Sales, Financial Services, Illinois State Life..., Investments, Banking, Retirement Planning, Wealth Management, Financial Analysis, CRM, Securities, Investment Advisory, CFA "In Progress", Financial Planning
Education
University of Kansas 2001 — 2006
Economics Degree
The University of Kansas
Economics
Charles Erker's Merrill Lynch Experience July 2002 - Present
Job Senior Financial Advisor Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2002 - Present
Commerce Bancshares, Inc 1985 - 2002
Skills
Wealth Management, Financial Advisory, Retirement Planning, Portfolio Management, Portfolio Assessment, Investment Advisory, Strategic Financial..., Series 7, Series 63, Mutual Funds, Investments, Asset Management, Finance, Marketing, Marketing Strategy
Education
University of Kansas 1976 — 1978
BS, Journalism /Marketing
Saint Louis University 1974 — 1975
Communications Multi-Media Design
Merrill Lynch July 2002 - Present
Commerce Bancshares, Inc 1985 - 2002
Skills
Wealth Management, Financial Advisory, Retirement Planning, Portfolio Management, Portfolio Assessment, Investment Advisory, Strategic Financial..., Series 7, Series 63, Mutual Funds, Investments, Asset Management, Finance, Marketing, Marketing Strategy
Education
University of Kansas 1976 — 1978
BS, Journalism /Marketing
Saint Louis University 1974 — 1975
Communications Multi-Media Design
Yoon Lee's Merrill Lynch Experience 2005 - 2005
Job Internal Consultant at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group August 2014 - Present
Salient Partners August 2011 - August 2014
CSG Holdings, LLC - Consulting Services Group June 2005 - August 2011
ALSAC / St. Jude Children's Research Hospital 2010 - 2010
Merrill Lynch 2005 - 2005
Skills
Bloomberg, Performance Measurement, Spanish, Korean, eVestment Alliance, Morningstar Principia, PerTrac, Microsoft Excel, InDesign, Zephyr, Advent Axys, Advent APX, Performance..., Equities, Axys, Alternative Investments, Morningstar, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Fund Of Funds, ETFs, Asset Allocation, Series 7, Investments
Education
The University of Memphis 2002 — 2005
BBA, Finance
The Bogdahn Group August 2014 - Present
Salient Partners August 2011 - August 2014
CSG Holdings, LLC - Consulting Services Group June 2005 - August 2011
ALSAC / St. Jude Children's Research Hospital 2010 - 2010
Merrill Lynch 2005 - 2005
Skills
Bloomberg, Performance Measurement, Spanish, Korean, eVestment Alliance, Morningstar Principia, PerTrac, Microsoft Excel, InDesign, Zephyr, Advent Axys, Advent APX, Performance..., Equities, Axys, Alternative Investments, Morningstar, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Fund Of Funds, ETFs, Asset Allocation, Series 7, Investments
Education
The University of Memphis 2002 — 2005
BBA, Finance
Marsha Kuhnley Marsha Kuhnley's Merrill Lynch Experience July 1999 - May 2000
Job Freelancer at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation August 2014 - Present
Intel Corporation January 2013 - August 2014
Intel Corporation November 2011 - December 2012
Intel Corporation July 2010 - November 2011
Intel Corporation November 2008 - July 2010
Intel Corporation August 2007 - November 2008
Intel Corporation July 2004 - August 2007
UNM Hospitals September 2003 - July 2004
New Mexico Medical Review Association June 2000 - September 2003
Merrill Lynch July 1999 - May 2000
Skills
Program Management, Business Process..., Strategy, Project Management, Analysis, Management, Leadership, Project Planning, Data Analysis, Budgets, Financial Analysis, PMP, Business Process, Finance, Analytics, Policy, Coaching, Employee Training, Vendor Management, New Business Development, Process Improvement, Requirements Analysis, Product Management, Team Leadership, Six Sigma, Cross-functional Team..., Operations Management, MS Project, Technical Writing
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2003
MBA, Finance and Information Systems
The University of New Mexico 1995 — 1999
BA, Economics
Intel Corporation August 2014 - Present
Intel Corporation January 2013 - August 2014
Intel Corporation November 2011 - December 2012
Intel Corporation July 2010 - November 2011
Intel Corporation November 2008 - July 2010
Intel Corporation August 2007 - November 2008
Intel Corporation July 2004 - August 2007
UNM Hospitals September 2003 - July 2004
New Mexico Medical Review Association June 2000 - September 2003
Merrill Lynch July 1999 - May 2000
Skills
Program Management, Business Process..., Strategy, Project Management, Analysis, Management, Leadership, Project Planning, Data Analysis, Budgets, Financial Analysis, PMP, Business Process, Finance, Analytics, Policy, Coaching, Employee Training, Vendor Management, New Business Development, Process Improvement, Requirements Analysis, Product Management, Team Leadership, Six Sigma, Cross-functional Team..., Operations Management, MS Project, Technical Writing
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2003
MBA, Finance and Information Systems
The University of New Mexico 1995 — 1999
BA, Economics
Jeff Ransdell's Merrill Lynch Experience 2004 - 2009
Job Managing Director and Division Executive Southeast, Latin America & Caribbean
Industry Financial Services
Experience
BofA Merrill Lynch January 2011 - Present
BofA Merrill Lynch 2009 - 2011
Merrill Lynch 2004 - 2009
Merrill Lynch 2001 - 2004
Merrill Lynch 1999 - 2001
Merrill Lynch 1995 - 1999
Skills
Latin America, Series 7, Wealth Management, Series 63, Alternative Investments, Private Banking, Change Management, Business Strategy, Strategic Planning, Financial Analysis, Private Equity, Financial Structuring, Relationship Management, Banking, Valuation, Financial Markets, Estate Planning, Derivatives, Investment Management
Education
The University of North Dakota 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance/International Finance
BofA Merrill Lynch January 2011 - Present
BofA Merrill Lynch 2009 - 2011
Merrill Lynch 2004 - 2009
Merrill Lynch 2001 - 2004
Merrill Lynch 1999 - 2001
Merrill Lynch 1995 - 1999
Skills
Latin America, Series 7, Wealth Management, Series 63, Alternative Investments, Private Banking, Change Management, Business Strategy, Strategic Planning, Financial Analysis, Private Equity, Financial Structuring, Relationship Management, Banking, Valuation, Financial Markets, Estate Planning, Derivatives, Investment Management
Education
The University of North Dakota 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance/International Finance
Ken Astrup Ken Astrup's Merrill Lynch Experience January 2000 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2000 - Present
Community First Bankshares 1995 - 2000
Skills
Pensions
Education
The University of North Dakota 1990 — 1994
Bachelor of Accountancy, Accounting
Fargo North High School
Merrill Lynch January 2000 - Present
Community First Bankshares 1995 - 2000
Skills
Pensions
Education
The University of North Dakota 1990 — 1994
Bachelor of Accountancy, Accounting
Fargo North High School
Jules Reid's Merrill Lynch Experience February 1992 - July 1998
Job Founder of Jules Reid
Industry Apparel & Fashion
Experience
Jules Reid March 2009 - January 2013
Home Design Center January 2004 - January 2007
CSFB August 1998 - March 2002
Merrill Lynch February 1992 - July 1998
Alex Brown and Sons Inc January 1991 - February 1992
Skills
Apparel, Microsoft Office, Customer Service, Retail, Merchandising, Microsoft Excel, Photoshop, Social Media, Microsoft Word, Visual Merchandising, PowerPoint, Styling, Fashion, Textiles, Marketing, Social Media Marketing, Fashion Design, Trend Analysis, Public Relations, Trend, Sales Management, Product Development, Brand Development, Fashion Shows, E-commerce, Luxury Goods, Jewelry, Blogging, Wovens, Embroidery, Creative Direction, Footwear, Wholesale, Photo Shoots, Online Advertising, InDesign, Textile Design, Magazines, Art, Sportswear, Sales, Fashion Illustration, Fit, Sewing, Pattern
Education
The University of Kansas 1986 — 1990
Bachelor's Degree
Norfolk Collegiate 1980 — 1986
High School
Jules Reid March 2009 - January 2013
Home Design Center January 2004 - January 2007
CSFB August 1998 - March 2002
Merrill Lynch February 1992 - July 1998
Alex Brown and Sons Inc January 1991 - February 1992
Skills
Apparel, Microsoft Office, Customer Service, Retail, Merchandising, Microsoft Excel, Photoshop, Social Media, Microsoft Word, Visual Merchandising, PowerPoint, Styling, Fashion, Textiles, Marketing, Social Media Marketing, Fashion Design, Trend Analysis, Public Relations, Trend, Sales Management, Product Development, Brand Development, Fashion Shows, E-commerce, Luxury Goods, Jewelry, Blogging, Wovens, Embroidery, Creative Direction, Footwear, Wholesale, Photo Shoots, Online Advertising, InDesign, Textile Design, Magazines, Art, Sportswear, Sales, Fashion Illustration, Fit, Sewing, Pattern
Education
The University of Kansas 1986 — 1990
Bachelor's Degree
Norfolk Collegiate 1980 — 1986
High School
Matt Gossen Matt Gossen's Merrill Lynch Experience February 2001 - February 2006
Job Good Life Properties
Industry Financial Services
Experience
Good Life Properties 2007 - Present
Bank of Montreal / Harris Bank February 2006 - November 2010
Merrill Lynch February 2001 - February 2006
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Loans, Credit, Banking, Risk Management, Underwriting, Financial Analysis, Portfolio Management, Cash Management, Mortgage Lending, Team Management, Marketing, Financial Services, Leadership, Small Business Lending
Education
The University of Montana - School of Business Administration
BS, Business Administration / Finance
Good Life Properties 2007 - Present
Bank of Montreal / Harris Bank February 2006 - November 2010
Merrill Lynch February 2001 - February 2006
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Loans, Credit, Banking, Risk Management, Underwriting, Financial Analysis, Portfolio Management, Cash Management, Mortgage Lending, Team Management, Marketing, Financial Services, Leadership, Small Business Lending
Education
The University of Montana - School of Business Administration
BS, Business Administration / Finance
Evan Richardson's Merrill Lynch Experience June 2009 - August 2009
Job Assistant Portfolio Manager at Geode Capital Management
Industry Investment Management
Experience
Geode Capital Management August 2015 - Present
BofA Merrill Lynch July 2014 - July 2015
BofA Merrill Lynch July 2011 - July 2014
BofA Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Fixed Income, Valuation, Asset Management, Investments, Securities, Asset Allocation, Trading Strategies, Preferred Stock, Hybrids, Investment Strategies, Equities, Portfolio Management, Analysis, Emerging Markets
Education
The University of Kansas 2006 — 2010
Bachelor’s Degree, Accounting and Finance
Geode Capital Management August 2015 - Present
BofA Merrill Lynch July 2014 - July 2015
BofA Merrill Lynch July 2011 - July 2014
BofA Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Fixed Income, Valuation, Asset Management, Investments, Securities, Asset Allocation, Trading Strategies, Preferred Stock, Hybrids, Investment Strategies, Equities, Portfolio Management, Analysis, Emerging Markets
Education
The University of Kansas 2006 — 2010
Bachelor’s Degree, Accounting and Finance
Lindsey Thompson's Merrill Lynch Experience January 2008 - December 2008
Job American Century Investments
Industry Financial Services
Experience
American Century Investments 2012 - Present
Advisors Asset Management January 2009 - December 2011
Merrill Lynch January 2008 - December 2008
Collins Stewart January 2006 - December 2007
Roth Capital Partners January 2005 - December 2007
MegaWine January 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Kansas 1999 — 2003
Bachelor of Science in Business Administration, Finance, General
Consortium of Universities for International Studies (CIMBA) 2002 — 2002
Study Abroad, International Finance, A
University of Buenos Aires 2002 — 2002
Study Abroad, Field Geology
American Century Investments 2012 - Present
Advisors Asset Management January 2009 - December 2011
Merrill Lynch January 2008 - December 2008
Collins Stewart January 2006 - December 2007
Roth Capital Partners January 2005 - December 2007
MegaWine January 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Kansas 1999 — 2003
Bachelor of Science in Business Administration, Finance, General
Consortium of Universities for International Studies (CIMBA) 2002 — 2002
Study Abroad, International Finance, A
University of Buenos Aires 2002 — 2002
Study Abroad, Field Geology
C. Andrew Martin's Merrill Lynch Experience 2000 - 2004
Job Director of Finance at SelectQuote Insurance Services
Industry Insurance
Experience
SelectQuote Insurance Services May 2012 - Present
EdgeHill Capital Partners July 2009 - Present
Frontier Capital Partners (The Atlas Fund) 2004 - 2009
Merrill Lynch 2000 - 2004
George K. Baum & Company 1996 - 2000
George K. Baum & Company 1995 - 1996
Skills
Investments, Entrepreneurship, Due Diligence, Financial Analysis, Portfolio Management, Management, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Modeling, Venture Capital, Angel Investing, Equities, Mutual Funds, Emerging Markets, Finance
Education
The University of Kansas 1988 — 1992
BS in Business Administration, Economics and Accounting
SelectQuote Insurance Services May 2012 - Present
EdgeHill Capital Partners July 2009 - Present
Frontier Capital Partners (The Atlas Fund) 2004 - 2009
Merrill Lynch 2000 - 2004
George K. Baum & Company 1996 - 2000
George K. Baum & Company 1995 - 1996
Skills
Investments, Entrepreneurship, Due Diligence, Financial Analysis, Portfolio Management, Management, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Modeling, Venture Capital, Angel Investing, Equities, Mutual Funds, Emerging Markets, Finance
Education
The University of Kansas 1988 — 1992
BS in Business Administration, Economics and Accounting
Terese Cocke's Merrill Lynch Experience 1981 - 1995
Job Resale Business at Selfemployed
Industry Retail
Experience
Self-employed April 2014 - Present
The Jewelry Market December 2003 - February 2015
Merrill Lynch 1981 - 1995
Skills
Customer Service, Sales Management, Budgets, Social Media, Team Building, Sales, Microsoft Office
Education
The University of Memphis 1984 — 1986
bus admin/ english
Kinman Business University 1980 — 1981
exec secy, made dean's list
Self-employed April 2014 - Present
The Jewelry Market December 2003 - February 2015
Merrill Lynch 1981 - 1995
Skills
Customer Service, Sales Management, Budgets, Social Media, Team Building, Sales, Microsoft Office
Education
The University of Memphis 1984 — 1986
bus admin/ english
Kinman Business University 1980 — 1981
exec secy, made dean's list
Denise Brokaw's Merrill Lynch Experience May 2007 - August 2007
Job Proposal Manager at Bohannan Huston, Inc.
Industry Marketing and Advertising
Experience
Bohannan Huston, Inc. February 2015 - Present
Lee Engineering, LLC November 2009 - January 2015
New Mexico Department of Finance and Administration - Office of the Secretary January 2009 - April 2009
New Mexico Department of Finance and Administration - Budget Division May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Marketing..., Computer Graphics Design, Services Marketing, ArcGIS, Internal Marketing, Proposal Support, Proposal Generation, Special Events..., Charity Marketing, Business Development, Branding Experience, Civil Engineering, Road, Proposal Writing, Event Planning, Graphic Design, Marketing Communications, Leadership, Management, Marketing, Strategic Planning, Marketing Strategy, Project Management, Project Planning, Construction Management
Education
The University of New Mexico 2004 — 2008
Bachelor of Arts (B.A.), Economics
University of New Mexico Continuing Education 2011 — 2013
Graphic Design Courses
Bohannan Huston, Inc. February 2015 - Present
Lee Engineering, LLC November 2009 - January 2015
New Mexico Department of Finance and Administration - Office of the Secretary January 2009 - April 2009
New Mexico Department of Finance and Administration - Budget Division May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Marketing..., Computer Graphics Design, Services Marketing, ArcGIS, Internal Marketing, Proposal Support, Proposal Generation, Special Events..., Charity Marketing, Business Development, Branding Experience, Civil Engineering, Road, Proposal Writing, Event Planning, Graphic Design, Marketing Communications, Leadership, Management, Marketing, Strategic Planning, Marketing Strategy, Project Management, Project Planning, Construction Management
Education
The University of New Mexico 2004 — 2008
Bachelor of Arts (B.A.), Economics
University of New Mexico Continuing Education 2011 — 2013
Graphic Design Courses
Shannon (Gorman) Vizza's Merrill Lynch Experience March 2000 - March 2003
Job Human Resources Professional
Industry Human Resources
Experience
Lehman Brothers March 2003 - May 2005
Merrill Lynch March 2000 - March 2003
Merrill Lynch March 1998 - March 2000
Morgan Stanley July 1996 - February 1998
Skills
Human Resources, Equities, PeopleSoft, Employee Benefits, Benefits Administration, HRIS, Finance, Business Process, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of New Mexico 1989 — 1994
Bachelor's Degree, Accounting and Financial Management
Lehman Brothers March 2003 - May 2005
Merrill Lynch March 2000 - March 2003
Merrill Lynch March 1998 - March 2000
Morgan Stanley July 1996 - February 1998
Skills
Human Resources, Equities, PeopleSoft, Employee Benefits, Benefits Administration, HRIS, Finance, Business Process, Microsoft Excel, Microsoft Word, PowerPoint
Education
The University of New Mexico 1989 — 1994
Bachelor's Degree, Accounting and Financial Management
Forrest Smith Forrest Smith's Merrill Lynch Experience July 1991 - January 2014
Job First Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2014 - Present
Merrill Lynch July 1991 - January 2014
Education
The University of New Mexico
Bachelor of Business Administration (B.B.A.), Finance
Washington Institute of Graduate Studies
Masters of Science, Taxation
UBS Financial Services Inc. January 2014 - Present
Merrill Lynch July 1991 - January 2014
Education
The University of New Mexico
Bachelor of Business Administration (B.B.A.), Finance
Washington Institute of Graduate Studies
Masters of Science, Taxation
Tim White, CFP®'s Merrill Lynch Experience June 2007 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Skills
Series 7, Portfolio Management, Retirement Planning, Mutual Funds, Finance, Estate Planning, Banking, Loans, Financial Advisory, Small Business, Retirement, Cash Management, Wealth, Investments, Series 63, Wealth Management, Series 66, Licensed to Sell...
Education
The University of Kansas 2003 — 2007
Bachelor of General Studies, Economics and Business Administration
Highland Park High School 1999 — 2003
Merrill Lynch June 2007 - Present
Skills
Series 7, Portfolio Management, Retirement Planning, Mutual Funds, Finance, Estate Planning, Banking, Loans, Financial Advisory, Small Business, Retirement, Cash Management, Wealth, Investments, Series 63, Wealth Management, Series 66, Licensed to Sell...
Education
The University of Kansas 2003 — 2007
Bachelor of General Studies, Economics and Business Administration
Highland Park High School 1999 — 2003
John Kuklenski John Kuklenski's Merrill Lynch Experience 1980 - 1982
Job Senior Vice President Divisional Director at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2000 - 2012
Morgan Stanley Smith Barney 1994 - 2000
Robinson Humphrey 1982 - 1994
Merrill Lynch 1980 - 1982
Education
The University of North Dakota
Raymond James Financial Inc. 2000 - 2012
Morgan Stanley Smith Barney 1994 - 2000
Robinson Humphrey 1982 - 1994
Merrill Lynch 1980 - 1982
Education
The University of North Dakota
LeNiece Woods LeNiece Woods's Merrill Lynch Experience May 1981 - December 1986
Job Blogger
Industry Publishing
Experience
Epitome Tutoring Services October 2014 - Present
Merrill Lynch May 1981 - December 1986
Skills
Teaching, Community Outreach, Customer Service, Public Speaking, Classroom, Classroom Management, Curriculum Design, Curriculum Development, Event Planning, K-12, Leadership, Research, Social Media, Staff Development, Strategic Planning, Team Building
Education
The University of Memphis 1990 — 1993
M.A.T., Curric. and Instruction
The University of Memphis 1977 — 1980
B.A., Psychology
Epitome Tutoring Services October 2014 - Present
Merrill Lynch May 1981 - December 1986
Skills
Teaching, Community Outreach, Customer Service, Public Speaking, Classroom, Classroom Management, Curriculum Design, Curriculum Development, Event Planning, K-12, Leadership, Research, Social Media, Staff Development, Strategic Planning, Team Building
Education
The University of Memphis 1990 — 1993
M.A.T., Curric. and Instruction
The University of Memphis 1977 — 1980
B.A., Psychology
Sam Brothwell Sam Brothwell's Merrill Lynch Experience 1997 - 2005
Job Senior Analyst at Energy Income Partners
Industry Financial Services
Experience
Energy Income Partners August 2013 - Present
Bloomberg November 2010 - August 2013
Questar June 2009 - October 2010
Wells Fargo Advisors April 2005 - April 2009
Merrill Lynch 1997 - 2005
Skills
Electricity and Natural..., Financial Modeling, Financial Analysis, Bloomberg, Valuation, Capital Markets, Equities, Equity Research, Investments, Due Diligence, Corporate Finance, Fixed Income, Alternative Investments, Natural Gas, Energy, Commodity Markets, Investment Banking, Portfolio Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1980 — 1983
BS, Accounting
Energy Income Partners August 2013 - Present
Bloomberg November 2010 - August 2013
Questar June 2009 - October 2010
Wells Fargo Advisors April 2005 - April 2009
Merrill Lynch 1997 - 2005
Skills
Electricity and Natural..., Financial Modeling, Financial Analysis, Bloomberg, Valuation, Capital Markets, Equities, Equity Research, Investments, Due Diligence, Corporate Finance, Fixed Income, Alternative Investments, Natural Gas, Energy, Commodity Markets, Investment Banking, Portfolio Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1980 — 1983
BS, Accounting
Riaz Rizvi Riaz Rizvi's Merrill Lynch Experience November 2006 - January 2007
Job Principal Software Engineer with experience in Quantitative Finance, Mobile, Web, Big Data and Virtual Reality Apps
Industry Information Technology and Services
Experience
zSpace 3D November 2013 - September 2015
Kickstart Platforms Inc January 2012 - October 2013
Splunk January 2011 - July 2012
ITSTXT October 2006 - January 2011
Merrill Lynch November 2006 - January 2007
JP Morgan Chase April 2001 - August 2006
Axisto.com (Formerly Wild Eye Films) June 1999 - April 2001
Nomura International March 2000 - March 2001
Barclays Capital January 1997 - June 1999
Dresdner Kleinwort (now Commerzbank) September 1995 - January 1997
Skills
Web Applications, Agile Methodologies, Python, SQL, C++, Distributed Systems, JavaScript, VMware, User Interface Design, Application Development, Database Development, Financial Market Data..., Derivatives Trading, Application Engineering..., Application Engineering..., Application Engineering..., Application Engineering..., Application Engineering..., Devops - Unix, Devops - Windows, Application Engineering..., Software Architecture, Application Engineering..., Application Support..., Application Support, Mathematical Programming, Financial Modeling, Software Development, Consulting, Management, SWIG, Linux, Product Management
Education
The University of Manchester 1989 — 1994
BEng (Hons), Software Engineering
zSpace 3D November 2013 - September 2015
Kickstart Platforms Inc January 2012 - October 2013
Splunk January 2011 - July 2012
ITSTXT October 2006 - January 2011
Merrill Lynch November 2006 - January 2007
JP Morgan Chase April 2001 - August 2006
Axisto.com (Formerly Wild Eye Films) June 1999 - April 2001
Nomura International March 2000 - March 2001
Barclays Capital January 1997 - June 1999
Dresdner Kleinwort (now Commerzbank) September 1995 - January 1997
Skills
Web Applications, Agile Methodologies, Python, SQL, C++, Distributed Systems, JavaScript, VMware, User Interface Design, Application Development, Database Development, Financial Market Data..., Derivatives Trading, Application Engineering..., Application Engineering..., Application Engineering..., Application Engineering..., Application Engineering..., Devops - Unix, Devops - Windows, Application Engineering..., Software Architecture, Application Engineering..., Application Support..., Application Support, Mathematical Programming, Financial Modeling, Software Development, Consulting, Management, SWIG, Linux, Product Management
Education
The University of Manchester 1989 — 1994
BEng (Hons), Software Engineering
Stephen Bowzer Stephen Bowzer's Merrill Lynch Experience December 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2011 - Present
Merrill Lynch June 2011 - August 2011
Skills
Portfolio Management, Finance, Strategic Financial..., Investment Advisory, Investment Analysis, Portfolio Strategy, Hedge Funds, Mergers & Acquisitions, Valuation
Education
The University of Montana - School of Business Administration 2008 — 2011
Bachelor of Science, Finance
Merrill Lynch December 2011 - Present
Merrill Lynch June 2011 - August 2011
Skills
Portfolio Management, Finance, Strategic Financial..., Investment Advisory, Investment Analysis, Portfolio Strategy, Hedge Funds, Mergers & Acquisitions, Valuation
Education
The University of Montana - School of Business Administration 2008 — 2011
Bachelor of Science, Finance
Scott Fishman's Merrill Lynch Experience March 1998 - January 2001
Job Johnson County Commercial R/E Appraiser
Industry Commercial Real Estate
Experience
Johnson County March 2013 - Present
Bliss Associates, LLC April 2012 - February 2013
Jewish Family Services of Greater Kansas City April 2009 - May 2010
Coldwell Banker Commercial-Fishman and Company January 2001 - April 2009
Merrill Lynch March 1998 - January 2001
Skills
Selling, Real Estate, Photography, Entrepreneurship, Fundraising, Marketing Strategy, Investments, Retail, Training, Sales Operations, Direct Marketing, Customer Service, Nonprofits, Finance, Contract Negotiation, Project Management, Negotiation, Strategic Planning, Commercial Real Estate, Sales Management, Investment Properties, Coaching, Team Building, Cloud Computing, Account Management, Public Speaking, Marketing, Microsoft Office, Social Media Marketing, Event Planning, Sales
Education
UMKC School of Law 1980 — 1981
JD, Law
University of Kansas 1972 — 1976
BS, Business Administration
Johnson County March 2013 - Present
Bliss Associates, LLC April 2012 - February 2013
Jewish Family Services of Greater Kansas City April 2009 - May 2010
Coldwell Banker Commercial-Fishman and Company January 2001 - April 2009
Merrill Lynch March 1998 - January 2001
Skills
Selling, Real Estate, Photography, Entrepreneurship, Fundraising, Marketing Strategy, Investments, Retail, Training, Sales Operations, Direct Marketing, Customer Service, Nonprofits, Finance, Contract Negotiation, Project Management, Negotiation, Strategic Planning, Commercial Real Estate, Sales Management, Investment Properties, Coaching, Team Building, Cloud Computing, Account Management, Public Speaking, Marketing, Microsoft Office, Social Media Marketing, Event Planning, Sales
Education
UMKC School of Law 1980 — 1981
JD, Law
University of Kansas 1972 — 1976
BS, Business Administration
Justin Lynch Justin Lynch's Merrill Lynch Experience 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
CIT Healthcare 2005 - 2008
Siemens Medical Solutions 1990 - 2005
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance, International Business
The University of Manchester
MBA exchange with NYU
Villanova University 1978 — 1982
Accounting
Bishop Eustace
Merrill Lynch 2009 - Present
CIT Healthcare 2005 - 2008
Siemens Medical Solutions 1990 - 2005
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance, International Business
The University of Manchester
MBA exchange with NYU
Villanova University 1978 — 1982
Accounting
Bishop Eustace
Cameron Clark's Merrill Lynch Experience May 2006 - November 2006
Job Professional Tax Advisor & Tax Preparer
Industry Accounting
Experience
HD Vest October 2010 - Present
Clark Financial Services, LLC July 2009 - Present
Kubiak Melton & Associates, LLC March 2014 - November 2014
EverBank May 2009 - January 2010
Centaurus Financial Inc December 2006 - December 2009
Merrill Lynch May 2006 - November 2006
Morgan Stanley July 2005 - May 2006
Skills
Tax Preparation, Quickbooks, Income Tax, Corporate Tax, Financial Planning, Financial Accounting, Banking, Insurance, Retirement, Tax, Securities, Series 7, Investments, Retirement Planning, Annuities, Wealth Management, Accounting, Mutual Funds, 401k, Budgeting, Portfolio Management, Microsoft Office, Investment Advisory, Customer Service, Strategic Financial..., Budgets, Business Planning, Employee Benefits, Management, Fixed Annuities, Strategic Planning, Leadership, Small Business, Finance, Financial Planners, Start-ups, Financial Services, Strategy, Mortgage Lending, Estate Planning, Disability Insurance, Financial Advisory, Long-term Care, Wealth, Investment Strategies, Analysis, Asset Management, Life Insurance, Asset Allocation, Alternative Investments
Education
Central New Mexico Community College 2010 — 2011
CPA Certificate, Accounting
The University of New Mexico 1998 — 2005
BA, Economics
HD Vest October 2010 - Present
Clark Financial Services, LLC July 2009 - Present
Kubiak Melton & Associates, LLC March 2014 - November 2014
EverBank May 2009 - January 2010
Centaurus Financial Inc December 2006 - December 2009
Merrill Lynch May 2006 - November 2006
Morgan Stanley July 2005 - May 2006
Skills
Tax Preparation, Quickbooks, Income Tax, Corporate Tax, Financial Planning, Financial Accounting, Banking, Insurance, Retirement, Tax, Securities, Series 7, Investments, Retirement Planning, Annuities, Wealth Management, Accounting, Mutual Funds, 401k, Budgeting, Portfolio Management, Microsoft Office, Investment Advisory, Customer Service, Strategic Financial..., Budgets, Business Planning, Employee Benefits, Management, Fixed Annuities, Strategic Planning, Leadership, Small Business, Finance, Financial Planners, Start-ups, Financial Services, Strategy, Mortgage Lending, Estate Planning, Disability Insurance, Financial Advisory, Long-term Care, Wealth, Investment Strategies, Analysis, Asset Management, Life Insurance, Asset Allocation, Alternative Investments
Education
Central New Mexico Community College 2010 — 2011
CPA Certificate, Accounting
The University of New Mexico 1998 — 2005
BA, Economics
Rob Ruebusch's Merrill Lynch Experience January 1985 - January 1995
Job Manager at Independent Financial Group
Industry Financial Services
Experience
Independent Financial Group 1985 - Present
Merrill Lynch January 1985 - January 1995
Skills
Entrepreneurship, Microsoft Office, Coaching, Investors, Public Speaking, Investments, Customer Service, PowerPoint, Management, New Business Development, Social Media, Microsoft Excel, Strategic Planning, Sales, Teaching, Leadership, Project Management
Education
The University of New Mexico
BA, Business and Biology
Independent Financial Group 1985 - Present
Merrill Lynch January 1985 - January 1995
Skills
Entrepreneurship, Microsoft Office, Coaching, Investors, Public Speaking, Investments, Customer Service, PowerPoint, Management, New Business Development, Social Media, Microsoft Excel, Strategic Planning, Sales, Teaching, Leadership, Project Management
Education
The University of New Mexico
BA, Business and Biology
Daniel Roling Daniel Roling's Merrill Lynch Experience September 1981 - August 2006
Job President, CEO, and Director at NOVADX Ventures Corp.
Industry Oil & Energy
Experience
NOVADX Ventures Corp. September 2012 - Present
National Coal Corp. August 2006 - December 2010
Merrill Lynch September 1981 - August 2006
Skills
Financial Analysis, Mergers, Investments, Coal, Equities, Equity Research, Financial Modeling, Mergers & Acquisitions, Commodity, Start-ups, Mining, Renewable Energy, Finance, Trading, Due Diligence, Project Finance, Venture Capital, Private Equity, Corporate Development, Investor Relations, Corporate Finance, Valuation, Investment Banking
Education
University of Kansas
MBA
University of Iowa - Henry B. Tippie College of Business 1972 — 1975
B.B.A., Accounting
NOVADX Ventures Corp. September 2012 - Present
National Coal Corp. August 2006 - December 2010
Merrill Lynch September 1981 - August 2006
Skills
Financial Analysis, Mergers, Investments, Coal, Equities, Equity Research, Financial Modeling, Mergers & Acquisitions, Commodity, Start-ups, Mining, Renewable Energy, Finance, Trading, Due Diligence, Project Finance, Venture Capital, Private Equity, Corporate Development, Investor Relations, Corporate Finance, Valuation, Investment Banking
Education
University of Kansas
MBA
University of Iowa - Henry B. Tippie College of Business 1972 — 1975
B.B.A., Accounting
Lenny Geist Lenny Geist's Merrill Lynch Experience December 2008 - May 2010
Job Financial Adviser, Digital Marketing Manager, Estate Consultant, TaxFree Ret. Educator, & Strategic Planner
Industry Financial Services
Experience
Farmers Insurance Group & Farmers Financial Solutions .............. (Lanier Insurance) January 2013 - February 2015
CDS Insurance Agency February 2013 - August 2014
KXXT-AM 1010 Talk Financial Strategies Show February 2014 - April 2014
UNI International - GSA July 2010 - August 2012
Merrill Lynch December 2008 - May 2010
54321 Homes/Real Estate Investments & DIY Home Refurbishing January 2003 - December 2008
Journal Broadcast Group KVOO-AM/FM and KFAQ-AM 1170 March 2002 - January 2003
Clear Channel Radio November 1999 - December 2001
KSWT (CBS 13) and Telemundo 34 March 1999 - October 1999
Fox 25 (KOKH-TV) August 1996 - February 1999
Skills
Strategic Planning, Entrepreneurship, Thought Leadership, Ideas Development, Strategic Visionary, SWOT analysis, Social Media Marketing, Google Analytics, Advertising, Marketing, Agent for Change, Leadership, Professional networking, Public Speaking, Risk Management, Wealth Management, Money Management, Retirement Planning, Estate Planning, Investments, Management, Small Business, Retirement, Financial Advisory, Wealth, Securities, Customer Service, Asset Management, Property & Casualty..., Life Insurance, Start-ups, Health Insurance, Trusts, Wills, 401k, Commercial Insurance, Multi-generational..., Workers Compensation
Education
University of Kansas 1984 — 1988
Bachelor of Science (B.S.) -, Journalism (Advertising, Marketing & Public Relations), 3.3/4.0
US Army Signal Corps 1982 — 1982
Wireless Telecom Specialist Certifications, Classified Messaging
Farmers Insurance Group & Farmers Financial Solutions .............. (Lanier Insurance) January 2013 - February 2015
CDS Insurance Agency February 2013 - August 2014
KXXT-AM 1010 Talk Financial Strategies Show February 2014 - April 2014
UNI International - GSA July 2010 - August 2012
Merrill Lynch December 2008 - May 2010
54321 Homes/Real Estate Investments & DIY Home Refurbishing January 2003 - December 2008
Journal Broadcast Group KVOO-AM/FM and KFAQ-AM 1170 March 2002 - January 2003
Clear Channel Radio November 1999 - December 2001
KSWT (CBS 13) and Telemundo 34 March 1999 - October 1999
Fox 25 (KOKH-TV) August 1996 - February 1999
Skills
Strategic Planning, Entrepreneurship, Thought Leadership, Ideas Development, Strategic Visionary, SWOT analysis, Social Media Marketing, Google Analytics, Advertising, Marketing, Agent for Change, Leadership, Professional networking, Public Speaking, Risk Management, Wealth Management, Money Management, Retirement Planning, Estate Planning, Investments, Management, Small Business, Retirement, Financial Advisory, Wealth, Securities, Customer Service, Asset Management, Property & Casualty..., Life Insurance, Start-ups, Health Insurance, Trusts, Wills, 401k, Commercial Insurance, Multi-generational..., Workers Compensation
Education
University of Kansas 1984 — 1988
Bachelor of Science (B.S.) -, Journalism (Advertising, Marketing & Public Relations), 3.3/4.0
US Army Signal Corps 1982 — 1982
Wireless Telecom Specialist Certifications, Classified Messaging
Kathleen Elliot's Merrill Lynch Experience 1986 - 2005
Job VP Marketing at Mahogany Youth Corporation
Industry Nonprofit Organization Management
Experience
Florida Sea Grant January 2009 - Present
Mahogany Youth Corporation January 2007 - Present
Mahogany Youth Corporation 2006 - 2014
Universal Truth Center 2005 - 2014
Merrill Lynch 1986 - 2005
Mastering Comptuers 1987 - 1988
Skills
Customer Service, Budgets, Public Speaking, Teaching, Research, Negotiation, Fundraising, Microsoft Office, Entrepreneurship, Marketing Strategy, New Business Development, Marketing, Strategic Planning, Team Building, Fishing, Bass Fishing, Teaching Adults, Youth Development, Youth Mentoring, Youth Ministry, Youth Work, Youth Empowerment, Youth Engagement, Youth Programs, Substance Abuse..., Gang Prevention, Student Development, Marine Conservation, Aquatic Ecology, Marine Biology, Social Media Marketing, Social Media, Public Relations, Leadership, Sales, Online Marketing, Social Networking, Sales Management
Education
The University of Memphis
Florida Sea Grant January 2009 - Present
Mahogany Youth Corporation January 2007 - Present
Mahogany Youth Corporation 2006 - 2014
Universal Truth Center 2005 - 2014
Merrill Lynch 1986 - 2005
Mastering Comptuers 1987 - 1988
Skills
Customer Service, Budgets, Public Speaking, Teaching, Research, Negotiation, Fundraising, Microsoft Office, Entrepreneurship, Marketing Strategy, New Business Development, Marketing, Strategic Planning, Team Building, Fishing, Bass Fishing, Teaching Adults, Youth Development, Youth Mentoring, Youth Ministry, Youth Work, Youth Empowerment, Youth Engagement, Youth Programs, Substance Abuse..., Gang Prevention, Student Development, Marine Conservation, Aquatic Ecology, Marine Biology, Social Media Marketing, Social Media, Public Relations, Leadership, Sales, Online Marketing, Social Networking, Sales Management
Education
The University of Memphis
Madison Wells, CIMA® Madison Wells, CIMA®'s Merrill Lynch Experience May 1993 - May 1998
Job Financial Advisor at Wells Fargo Advisors, LLC | First Vice President Investment Officer
Industry Financial Services
Experience
The Rucker Wells Group of Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney May 1998 - January 2010
Merrill Lynch May 1993 - May 1998
Skills
Asset Allocation, Financial Analysis, Concentrated Stock..., Estate Investment..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multi-generational..., Relationship Management, Securities, Strategic Planning, Tax-efficient Strategies, Wealth-preservation...
Education
The University of Memphis 1991 — 1993
B.A., Economics
Rhodes College 1988 — 1990
English
The Rucker Wells Group of Wells Fargo Advisors, LLC January 2010 - Present
Morgan Stanley Smith Barney May 1998 - January 2010
Merrill Lynch May 1993 - May 1998
Skills
Asset Allocation, Financial Analysis, Concentrated Stock..., Estate Investment..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multi-generational..., Relationship Management, Securities, Strategic Planning, Tax-efficient Strategies, Wealth-preservation...
Education
The University of Memphis 1991 — 1993
B.A., Economics
Rhodes College 1988 — 1990
English
Jordan Pedron's Merrill Lynch Experience June 2011 - September 2013
Job CRPC
Industry Financial Services
Experience
Northwestern Mutual Wealth Management September 2013 - May 2014
Merrill Lynch June 2011 - September 2013
Skills
Wealth Management, Economics, Microsoft Excel, Investment Strategies, Strategic Financial..., Financial Advisory, Financial Analysis, Microsoft Office, Asset Allocation, Investment Management, Written & Oral..., Oral & Written..., Economic Modeling, Regression Analysis, Economic Research, Sales Presentations, Economic Policy, Econometrics, Stata, Series 7, Series 66, Zephyr, Series 63, Uniform Combined State..., Investment Advisory
Education
The University of Memphis
Masters, Economics
University of Mississippi
Bachelor of Business Administration, Economics
Northwestern Mutual Wealth Management September 2013 - May 2014
Merrill Lynch June 2011 - September 2013
Skills
Wealth Management, Economics, Microsoft Excel, Investment Strategies, Strategic Financial..., Financial Advisory, Financial Analysis, Microsoft Office, Asset Allocation, Investment Management, Written & Oral..., Oral & Written..., Economic Modeling, Regression Analysis, Economic Research, Sales Presentations, Economic Policy, Econometrics, Stata, Series 7, Series 66, Zephyr, Series 63, Uniform Combined State..., Investment Advisory
Education
The University of Memphis
Masters, Economics
University of Mississippi
Bachelor of Business Administration, Economics
David Alford David Alford's Merrill Lynch Experience February 2012 - Present
Job Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
UBS June 2008 - February 2012
Morgan Stanley Wealth Management November 1990 - June 2008
Skills
Wealth Management, Series 7, Investments
Education
The University of Memphis 1982 — 1987
Marketing, Business, Management, Marketing, and Related Support Services
Merrill Lynch February 2012 - Present
UBS June 2008 - February 2012
Morgan Stanley Wealth Management November 1990 - June 2008
Skills
Wealth Management, Series 7, Investments
Education
The University of Memphis 1982 — 1987
Marketing, Business, Management, Marketing, and Related Support Services
Daniel Butts Daniel Butts's Merrill Lynch Experience August 2006 - May 2007
Job Research Analyst at Wellspring Management, LLC
Industry Investment Management
Experience
NFC Investments March 2015 - Present
Wellspring Management, LLC May 2011 - February 2015
Goldman Sachs January 2008 - May 2011
Morgan Keegan August 2007 - December 2007
Hawkshaw Capital Management April 2007 - August 2007
Merrill Lynch August 2006 - May 2007
Skills
Financial Modeling, Valuation, Equity Derivatives, Investment Banking, Private Equity, Corporate Finance, Bloomberg, Equities, Portfolio Management, Due Diligence, Investments, Capital Markets, Financial Analysis, Hedge Funds, Fixed Income, Asset Management, Equity Research
Education
The University of Memphis 2004 — 2007
Bachelor of Business Administration, Finance
NFC Investments March 2015 - Present
Wellspring Management, LLC May 2011 - February 2015
Goldman Sachs January 2008 - May 2011
Morgan Keegan August 2007 - December 2007
Hawkshaw Capital Management April 2007 - August 2007
Merrill Lynch August 2006 - May 2007
Skills
Financial Modeling, Valuation, Equity Derivatives, Investment Banking, Private Equity, Corporate Finance, Bloomberg, Equities, Portfolio Management, Due Diligence, Investments, Capital Markets, Financial Analysis, Hedge Funds, Fixed Income, Asset Management, Equity Research
Education
The University of Memphis 2004 — 2007
Bachelor of Business Administration, Finance
Daniel (Dan) McGovern's Merrill Lynch Experience 1994 - 2003
Job Founder & President of Sovereign Analytics
Industry Financial Services
Experience
Sovereign Analytics llc 2003 - Present
Moody's Investors Service 2010 - 2011
Merrill Lynch 1994 - 2003
Merrill Lynch 1994 - 1998
Bank of America 1987 - 1994
Skills
Emerging Markets, Ratings, Debt, Fixed Income, Risk, Economics, Political Risk Analysis, Bonds, Investment Banking, Investments, Credit Risk, Financial Markets, Financial Risk, Derivatives, Banking, Trading, Capital Markets, Financial Services, Management, Equities, Finance, Portfolio Management, Restructuring, Macroeconomics, Asset Management, Financial Structuring, Financial Institutions, Financial Modeling, Wealth Management, Credit, Investor Relations, Credit Analysis
Education
University of Kansas
B.A., Russian Area Studies, Political Science
University of Kansas
Ph.D., Political Science and Political Economy
Sovereign Analytics llc 2003 - Present
Moody's Investors Service 2010 - 2011
Merrill Lynch 1994 - 2003
Merrill Lynch 1994 - 1998
Bank of America 1987 - 1994
Skills
Emerging Markets, Ratings, Debt, Fixed Income, Risk, Economics, Political Risk Analysis, Bonds, Investment Banking, Investments, Credit Risk, Financial Markets, Financial Risk, Derivatives, Banking, Trading, Capital Markets, Financial Services, Management, Equities, Finance, Portfolio Management, Restructuring, Macroeconomics, Asset Management, Financial Structuring, Financial Institutions, Financial Modeling, Wealth Management, Credit, Investor Relations, Credit Analysis
Education
University of Kansas
B.A., Russian Area Studies, Political Science
University of Kansas
Ph.D., Political Science and Political Economy
Stephany Thompson's Merrill Lynch Experience November 2007 - June 2010
Job Director Wealth Management and Client Solutions, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America June 2010 - Present
Merrill Lynch November 2007 - June 2010
Merrill Lynch November 2004 - December 2007
Merrill Lynch June 2001 - November 2004
Merrill Lynch July 1999 - June 2001
Merrill Lynch February 1986 - July 1999
Skills
Team Building, Organizational Design, Acquisition Integration, Talent Management, Global Leadership, Business Development, Recruiting, Business Strategy, Strategic Partnerships, Innovator, Leadership Development, Wealth Management, Employee Benefits, Motivated self-starter, Motivational Speaking, Management, Leadership, Financial Advisory, Strategy, Investments, Coaching, Mutual Funds, Finance, Training, Management Consulting, Portfolio Management, Series 7, Risk Management, Asset Management, Financial Services, Equities, Alternative Investments, Financial Planning, Banking, Securities, Asset Allocation, Series 63, Fixed Income, Relationship Management, Sales, Retirement Planning, Capital Markets, Investment Advisory
Education
University of Minnesota-Twin Cities 1979 — 1982
BA, Economics
The University of New Mexico 1977 — 1979
BA, Economics
Bank of America June 2010 - Present
Merrill Lynch November 2007 - June 2010
Merrill Lynch November 2004 - December 2007
Merrill Lynch June 2001 - November 2004
Merrill Lynch July 1999 - June 2001
Merrill Lynch February 1986 - July 1999
Skills
Team Building, Organizational Design, Acquisition Integration, Talent Management, Global Leadership, Business Development, Recruiting, Business Strategy, Strategic Partnerships, Innovator, Leadership Development, Wealth Management, Employee Benefits, Motivated self-starter, Motivational Speaking, Management, Leadership, Financial Advisory, Strategy, Investments, Coaching, Mutual Funds, Finance, Training, Management Consulting, Portfolio Management, Series 7, Risk Management, Asset Management, Financial Services, Equities, Alternative Investments, Financial Planning, Banking, Securities, Asset Allocation, Series 63, Fixed Income, Relationship Management, Sales, Retirement Planning, Capital Markets, Investment Advisory
Education
University of Minnesota-Twin Cities 1979 — 1982
BA, Economics
The University of New Mexico 1977 — 1979
BA, Economics
Lewis Gregory's Merrill Lynch Experience April 1997 - May 2008
Job U.S. Trust Private Client Advisor
Industry Investment Management
Experience
US Trust April 2011 - Present
Midwest Philanthropic & Institutional Services at Midwest Trust/FCI July 2008 - April 2011
Merrill Lynch April 1997 - May 2008
Bank of America March 1988 - April 1997
IBM December 1976 - December 1980
Delta Upsilon International Fraternity 1975 - 1976
Skills
Asset Allocation, Investments, Estate Planning, Wealth Management, Series 7, Trust Services, Investment Management, Investment Advisory, Trusts, Strategic Financial..., Wealth Management..., Asset Managment, Retirement, High Net Worth..., Securities, Series 63, Finance, Equities, Philanthropy, Financial Analysis, Portfolio Management, Insurance, Financial Services, Investment Strategies, Financial Advisory, Asset Management, IRAs, Wealth, Banking, Loans, Private Banking, Alternative Investments, Fixed Income, Mutual Funds, Uniform Combined State...
Education
Washburn University School of Law 1980 — 1983
JD
The University of Kansas 1971 — 1975
BA, Communications
US Trust April 2011 - Present
Midwest Philanthropic & Institutional Services at Midwest Trust/FCI July 2008 - April 2011
Merrill Lynch April 1997 - May 2008
Bank of America March 1988 - April 1997
IBM December 1976 - December 1980
Delta Upsilon International Fraternity 1975 - 1976
Skills
Asset Allocation, Investments, Estate Planning, Wealth Management, Series 7, Trust Services, Investment Management, Investment Advisory, Trusts, Strategic Financial..., Wealth Management..., Asset Managment, Retirement, High Net Worth..., Securities, Series 63, Finance, Equities, Philanthropy, Financial Analysis, Portfolio Management, Insurance, Financial Services, Investment Strategies, Financial Advisory, Asset Management, IRAs, Wealth, Banking, Loans, Private Banking, Alternative Investments, Fixed Income, Mutual Funds, Uniform Combined State...
Education
Washburn University School of Law 1980 — 1983
JD
The University of Kansas 1971 — 1975
BA, Communications
AJ Helgerson's Merrill Lynch Experience January 2005 - February 2007
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments July 2014 - Present
Advisors Asset Management, Inc. January 2011 - July 2014
Goldman Sachs Asset Management November 2009 - February 2011
RiverSource Asset Management February 2007 - December 2009
Merrill Lynch January 2005 - February 2007
Creative Artists Agency May 2000 - April 2003
Skills
Practice Management, Emotional Intelligence, Investments, Asset Management, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Competitive Analysis, Finance, Financial Advisory, Financial Markets, Financial Services, Retirement, Sales, Sales Operations, Series 63, Series 7, Strategy, Uniform Combined State..., Separately Managed...
Education
The University of North Dakota 1995 — 2000
B.A., Liberal Arts
Delaware Investments July 2014 - Present
Advisors Asset Management, Inc. January 2011 - July 2014
Goldman Sachs Asset Management November 2009 - February 2011
RiverSource Asset Management February 2007 - December 2009
Merrill Lynch January 2005 - February 2007
Creative Artists Agency May 2000 - April 2003
Skills
Practice Management, Emotional Intelligence, Investments, Asset Management, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Competitive Analysis, Finance, Financial Advisory, Financial Markets, Financial Services, Retirement, Sales, Sales Operations, Series 63, Series 7, Strategy, Uniform Combined State..., Separately Managed...
Education
The University of North Dakota 1995 — 2000
B.A., Liberal Arts
Kristine Conn's Merrill Lynch Experience 2007 - 2009
Job Branch Operations Manager
Industry Financial Services
Experience
Raymond James November 2012 - Present
UBS Financial Services February 2009 - August 2012
UBS February 2009 - December 2011
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Kansas 1992 — 1996
Bachelor of Arts (B.A.), Communication Studies
Raymond James November 2012 - Present
UBS Financial Services February 2009 - August 2012
UBS February 2009 - December 2011
Merrill Lynch 2007 - 2009
Skills
Series 7, Series 66, Series 9, Series 10
Education
University of Kansas 1992 — 1996
Bachelor of Arts (B.A.), Communication Studies
Jennifer Moser Jennifer Moser's Merrill Lynch Experience May 2007 - August 2007
Job Operations Analyst/Financial Systems Analyst at Cargill
Industry Food Production
Experience
Cargill September 2012 - Present
Cargill- Treasury March 2011 - September 2012
Lacrosse Global Fund Services February 2008 - March 2011
Merrill Lynch May 2007 - August 2007
Skills
Data Analysis, Communication, Microsoft Excel, Finance, Close Attention to..., Microsoft Office, Microsoft Word, PowerPoint, SAP, Derivatives, SharePoint, Commodity, Customer Service, Financial Services, IRIS, Relationship Building, Quick Learner, Outlook
Education
The University of North Dakota 2003 — 2007
Financial Management/Economics
Cargill September 2012 - Present
Cargill- Treasury March 2011 - September 2012
Lacrosse Global Fund Services February 2008 - March 2011
Merrill Lynch May 2007 - August 2007
Skills
Data Analysis, Communication, Microsoft Excel, Finance, Close Attention to..., Microsoft Office, Microsoft Word, PowerPoint, SAP, Derivatives, SharePoint, Commodity, Customer Service, Financial Services, IRIS, Relationship Building, Quick Learner, Outlook
Education
The University of North Dakota 2003 — 2007
Financial Management/Economics
Alif Makani's Merrill Lynch Experience October 2006 - March 2009
Job Business Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan Chase August 2014 - Present
State Farm Insurance February 2013 - April 2014
Invesco US January 2012 - February 2013
Cameron Road Enterprises April 2010 - December 2011
Citi April 2009 - February 2010
Merrill Lynch October 2006 - March 2009
Skills
Access, Financial Analysis, SDLC, Property & Casualty..., Business Analysis, Data Analysis, Insurance, Health Insurance, Life Insurance, RUP Methodologies, Agile & Waterfall..., Mutual Funds, Quality Assurance, Microsoft Office..., Microsoft Office 2007, Microsoft Excel, Visio, SharePoint, Change Management, Customer Service, Requirements Analysis, Salesforce.com, Microsoft Word, Microsoft Office, Leadership, Financial Services, Vendor Management, Process Improvement, Analytics, Risk Management, Business Intelligence, Finance, User Acceptance Testing, Business Process, Management, Gap Analysis, Scrum, Test Cases, Test Planning, Release Management, CRM, Test Strategy, Business Process Design, Functional Requirements, Business Planning, Requirements Gathering, User Stories, Testing, Agile Methodologies, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics/Business Administration
University of Kansas 2002 — 2003
Bachelors, Business, Management, Marketing, and Related Support Services
J.P. Morgan Chase August 2014 - Present
State Farm Insurance February 2013 - April 2014
Invesco US January 2012 - February 2013
Cameron Road Enterprises April 2010 - December 2011
Citi April 2009 - February 2010
Merrill Lynch October 2006 - March 2009
Skills
Access, Financial Analysis, SDLC, Property & Casualty..., Business Analysis, Data Analysis, Insurance, Health Insurance, Life Insurance, RUP Methodologies, Agile & Waterfall..., Mutual Funds, Quality Assurance, Microsoft Office..., Microsoft Office 2007, Microsoft Excel, Visio, SharePoint, Change Management, Customer Service, Requirements Analysis, Salesforce.com, Microsoft Word, Microsoft Office, Leadership, Financial Services, Vendor Management, Process Improvement, Analytics, Risk Management, Business Intelligence, Finance, User Acceptance Testing, Business Process, Management, Gap Analysis, Scrum, Test Cases, Test Planning, Release Management, CRM, Test Strategy, Business Process Design, Functional Requirements, Business Planning, Requirements Gathering, User Stories, Testing, Agile Methodologies, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics/Business Administration
University of Kansas 2002 — 2003
Bachelors, Business, Management, Marketing, and Related Support Services
Christian Townsend's Merrill Lynch Experience May 1997 - August 1997
Job Promotional Products Distributor | Proforma Townsend Promotions | One source with infinite resources.
Industry Marketing and Advertising
Experience
Proforma Townsend Promotions June 2012 - Present
Public-I Productions October 2001 - June 2012
First Tennessee Bank May 2000 - July 2001
Merrill Lynch May 1997 - August 1997
Skills
Advertising, Marketing Strategy, Marketing, Social Media Marketing, Public Relations, Nonprofits, Customer Service, Retail, Email Marketing, Online Marketing, Small Business, Graphic Design, Marketing Communications, Brand Development, Direct Marketing, Online Advertising, Trade Shows, Social Networking, Entrepreneurship, New Business Development, Social Media
Education
The University of Memphis 1995 — 2000
BS, Marketing Management
White Station High School 1991 — 1995
BBA, Marketing Management
Proforma Townsend Promotions June 2012 - Present
Public-I Productions October 2001 - June 2012
First Tennessee Bank May 2000 - July 2001
Merrill Lynch May 1997 - August 1997
Skills
Advertising, Marketing Strategy, Marketing, Social Media Marketing, Public Relations, Nonprofits, Customer Service, Retail, Email Marketing, Online Marketing, Small Business, Graphic Design, Marketing Communications, Brand Development, Direct Marketing, Online Advertising, Trade Shows, Social Networking, Entrepreneurship, New Business Development, Social Media
Education
The University of Memphis 1995 — 2000
BS, Marketing Management
White Station High School 1991 — 1995
BBA, Marketing Management
Randall Windschitl Randall Windschitl's Merrill Lynch Experience September 1995 - September 1996
Job Manager of Finance at FedEx Express
Industry Package/Freight Delivery
Experience
FedEx Express August 2010 - Present
Germantown Athletic Club 2013 - 2014
FedEx Services January 2007 - August 2010
FedEx Services January 2006 - January 2007
FedEx Services October 2004 - January 2006
International Paper June 2003 - October 2004
International Paper June 2001 - June 2003
International Paper May 1998 - June 2001
BB&T September 1996 - May 1998
Merrill Lynch September 1995 - September 1996
Skills
Strategic Planning, Capital Budgeting, Forecasting, Variance Analysis, Staff Development, Financial Feasibility, Proformas, Profitability Analysis, Financial Modeling, Vision Development, Cost Analysis, Cost Accounting, Project Execution, Strategy, Project Planning, Managerial Finance, Finance, Essbase, CO-PA, Financial Forecasting, Project Management, PeopleSoft, Budgets, Feasibility Studies, Financial Analysis, Cost Benefit, Business Planning, Pricing, Strategic Financial..., Management, Leadership, Internal Controls, Process Management, Process Improvement, Analysis, Access
Education
The University of Memphis 2006 — 2008
Master of Business Administration (MBA)
University of Tennessee-Knoxville 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Dale Carnegie
FedEx Express August 2010 - Present
Germantown Athletic Club 2013 - 2014
FedEx Services January 2007 - August 2010
FedEx Services January 2006 - January 2007
FedEx Services October 2004 - January 2006
International Paper June 2003 - October 2004
International Paper June 2001 - June 2003
International Paper May 1998 - June 2001
BB&T September 1996 - May 1998
Merrill Lynch September 1995 - September 1996
Skills
Strategic Planning, Capital Budgeting, Forecasting, Variance Analysis, Staff Development, Financial Feasibility, Proformas, Profitability Analysis, Financial Modeling, Vision Development, Cost Analysis, Cost Accounting, Project Execution, Strategy, Project Planning, Managerial Finance, Finance, Essbase, CO-PA, Financial Forecasting, Project Management, PeopleSoft, Budgets, Feasibility Studies, Financial Analysis, Cost Benefit, Business Planning, Pricing, Strategic Financial..., Management, Leadership, Internal Controls, Process Management, Process Improvement, Analysis, Access
Education
The University of Memphis 2006 — 2008
Master of Business Administration (MBA)
University of Tennessee-Knoxville 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Dale Carnegie
Rami Lotay Rami Lotay's Merrill Lynch Experience January 2009 - May 2009
Job MBA Advisor
Industry Higher Education
Experience
Gap Inc./Banana Republic September 2011 - September 2013
KPMG LLP July 2010 - April 2011
Waddell & Reed June 2009 - February 2010
Merrill Lynch January 2009 - May 2009
University of Memphis January 2008 - January 2008
Skills
IT Audit, Microsoft Office, Flexible Working, Critical Thinking, Problem Solving, Listening Skills, Tech Savvy, Customer Focus, Customer Service, Customer Relations, Retail, Teamwork, Documentation, Research, Financial Planning, Strategic Planning, Time Management, Sports, Strategic Financial..., Sales, Troubleshooting, Data Analysis, Management, Analysis, Finance, Microsoft Excel, Auditing, Financial Analysis, Nonprofits, Sarbanes-Oxley Act, PowerPoint, Financial Modeling, Process Improvement, Outlook, Leadership, Insurance, Team Building, Inventory Management
Education
The University of Memphis 2007 — 2009
Business, Management
University of Central Florida 2005 — 2007
Bachelors of Business Administration, Managment
Gap Inc./Banana Republic September 2011 - September 2013
KPMG LLP July 2010 - April 2011
Waddell & Reed June 2009 - February 2010
Merrill Lynch January 2009 - May 2009
University of Memphis January 2008 - January 2008
Skills
IT Audit, Microsoft Office, Flexible Working, Critical Thinking, Problem Solving, Listening Skills, Tech Savvy, Customer Focus, Customer Service, Customer Relations, Retail, Teamwork, Documentation, Research, Financial Planning, Strategic Planning, Time Management, Sports, Strategic Financial..., Sales, Troubleshooting, Data Analysis, Management, Analysis, Finance, Microsoft Excel, Auditing, Financial Analysis, Nonprofits, Sarbanes-Oxley Act, PowerPoint, Financial Modeling, Process Improvement, Outlook, Leadership, Insurance, Team Building, Inventory Management
Education
The University of Memphis 2007 — 2009
Business, Management
University of Central Florida 2005 — 2007
Bachelors of Business Administration, Managment
Richard Schneider Richard Schneider's Merrill Lynch Experience August 2010 - November 2012
Job Founding Partner at InSight 2.0
Industry Financial Services
Experience
InSight 2.0 September 2015 - Present
Abdo Eick & Meyers, LLP October 2012 - Present
Merrill Lynch August 2010 - November 2012
Bridge Street Associates January 2003 - August 2010
Franklin Partners Inc September 2008 - November 2009
Crockery Foods February 1998 - January 2003
Land O'Lakes 1985 - 1998
KPMG Peat Marwick August 1978 - June 1984
Skills
Comprehensive business..., Cross-functional Team..., Start-ups, P&L Management, Forecasting, Business Strategy, Financial Modeling, Mergers and acquisitions, Strategic brand..., Trade Marketing, Knowledge Management, Business Planning, FMCG, Competitive Analysis, Management, Brand Management, Mergers & Acquisitions, Strategy, Sales, Pricing, Marketing Strategy, CRM, Business Development, Brand Development, Marketing, Leadership, Financial Analysis, Finance, Strategic Financial..., Investments, Executive Management, Strategic Planning, Private Equity, Management Consulting, Strategic Partnerships, Auditing, Entrepreneurship, Due Diligence, Corporate Development, Venture Capital, Acquisition Integration, Business Valuation, Budgets, Accounting, mergers and acquisitions, Small Business, Corporate Finance, Portfolio Management, Market Analysis, Managerial Finance
Education
University of Minnesota Graduate School of Business-Twin Cities 1984 — 1985
MBA, Marketing
The University of Montana - School of Business Administration 1973 — 1978
BS, Accounting and Finance
InSight 2.0 September 2015 - Present
Abdo Eick & Meyers, LLP October 2012 - Present
Merrill Lynch August 2010 - November 2012
Bridge Street Associates January 2003 - August 2010
Franklin Partners Inc September 2008 - November 2009
Crockery Foods February 1998 - January 2003
Land O'Lakes 1985 - 1998
KPMG Peat Marwick August 1978 - June 1984
Skills
Comprehensive business..., Cross-functional Team..., Start-ups, P&L Management, Forecasting, Business Strategy, Financial Modeling, Mergers and acquisitions, Strategic brand..., Trade Marketing, Knowledge Management, Business Planning, FMCG, Competitive Analysis, Management, Brand Management, Mergers & Acquisitions, Strategy, Sales, Pricing, Marketing Strategy, CRM, Business Development, Brand Development, Marketing, Leadership, Financial Analysis, Finance, Strategic Financial..., Investments, Executive Management, Strategic Planning, Private Equity, Management Consulting, Strategic Partnerships, Auditing, Entrepreneurship, Due Diligence, Corporate Development, Venture Capital, Acquisition Integration, Business Valuation, Budgets, Accounting, mergers and acquisitions, Small Business, Corporate Finance, Portfolio Management, Market Analysis, Managerial Finance
Education
University of Minnesota Graduate School of Business-Twin Cities 1984 — 1985
MBA, Marketing
The University of Montana - School of Business Administration 1973 — 1978
BS, Accounting and Finance
Michael Thomas, CRCP Michael Thomas, CRCP's Merrill Lynch Experience November 2013 - Present
Job Vice President, Business Governance at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Prudential Financial 2008 - 2012
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 2002 - 2003
Skills
Securities, Series 24, FINRA, Series 7, Advertising Regulation, Privacy Compliance, Defined Contribution, Defined Benefit, Social Media, Investment Advisory, Financial Services, Series 63, Mutual Funds, Equities, Fixed Income, 401k, Trading, Investments, Financial Risk, Retirement, Finance, Alternative Investments, Pensions, AML, Asset Management, Uniform Combined State..., Investment Management, Wealth Management, Hedge Funds
Education
University of Colorado at Denver
B.S., cum laude, Business Administration/Finance
The University of New Mexico
University of Pennsylvania - The Wharton School
Merrill Lynch November 2013 - Present
Prudential Financial 2008 - 2012
Merrill Lynch 2006 - 2008
Merrill Lynch 2003 - 2006
Merrill Lynch 2002 - 2003
Skills
Securities, Series 24, FINRA, Series 7, Advertising Regulation, Privacy Compliance, Defined Contribution, Defined Benefit, Social Media, Investment Advisory, Financial Services, Series 63, Mutual Funds, Equities, Fixed Income, 401k, Trading, Investments, Financial Risk, Retirement, Finance, Alternative Investments, Pensions, AML, Asset Management, Uniform Combined State..., Investment Management, Wealth Management, Hedge Funds
Education
University of Colorado at Denver
B.S., cum laude, Business Administration/Finance
The University of New Mexico
University of Pennsylvania - The Wharton School
Mary Griffin, LTCP CLTC Mary Griffin, LTCP CLTC's Merrill Lynch Experience September 1986 - September 1990
Job Licensed Independent Long Term Care Representative at Genworth Life Insurance
Industry Insurance
Experience
Genworth Long Term Care Insurance January 2006 - Present
Charles Schwab & Co., Inc June 1992 - December 2004
Merrill Lynch September 1986 - September 1990
Skills
Long-term Care, Health Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Medicare Supplements, Indexed Annuities, Medicare, Universal Life, Disability Insurance, Financial Services, Sales, Estate Planning, Series 6
Education
The University of Memphis 1966 — 1970
BA, Sociology
Westwood High School, Memphis, TN 1961 — 1966
1962-1966, Math and Science
Genworth Long Term Care Insurance January 2006 - Present
Charles Schwab & Co., Inc June 1992 - December 2004
Merrill Lynch September 1986 - September 1990
Skills
Long-term Care, Health Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Medicare Supplements, Indexed Annuities, Medicare, Universal Life, Disability Insurance, Financial Services, Sales, Estate Planning, Series 6
Education
The University of Memphis 1966 — 1970
BA, Sociology
Westwood High School, Memphis, TN 1961 — 1966
1962-1966, Math and Science
Joe France's Merrill Lynch Experience March 1993 - June 1995
Job Managing Director at Cantor Fitzgerald
Industry Research
Experience
Cantor Fitzgerald October 2011 - Present
Gleacher & Company April 2010 - August 2011
Lenrock Management April 2008 - April 2010
Banc of America Securities March 2003 - February 2008
Credit Suisse First Boston July 1996 - March 2003
Dillon Read Capital Management June 1995 - July 1996
Merrill Lynch March 1993 - June 1995
Smith Barney August 1982 - March 1993
First National Bank of Chicago November 1980 - August 1982
Skills
Valuation, Portfolio Management, Equities, Investments, Management, Alternative Investments, Equity Research, Asset Management, Business Valuation, Investment Banking, Hedge Funds, Capital Markets, Series 7, Financial Analysis, Strategy, Private Equity, Bloomberg, Financial Modeling, Strategic Planning, Business Strategy, Finance
Education
The University of Kansas 1978 — 1980
MBA
The University of Kansas 1971 — 1977
BS, Pharmacy
Cantor Fitzgerald October 2011 - Present
Gleacher & Company April 2010 - August 2011
Lenrock Management April 2008 - April 2010
Banc of America Securities March 2003 - February 2008
Credit Suisse First Boston July 1996 - March 2003
Dillon Read Capital Management June 1995 - July 1996
Merrill Lynch March 1993 - June 1995
Smith Barney August 1982 - March 1993
First National Bank of Chicago November 1980 - August 1982
Skills
Valuation, Portfolio Management, Equities, Investments, Management, Alternative Investments, Equity Research, Asset Management, Business Valuation, Investment Banking, Hedge Funds, Capital Markets, Series 7, Financial Analysis, Strategy, Private Equity, Bloomberg, Financial Modeling, Strategic Planning, Business Strategy, Finance
Education
The University of Kansas 1978 — 1980
MBA
The University of Kansas 1971 — 1977
BS, Pharmacy
Sue Monk Sue Monk's Merrill Lynch Experience June 2000 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch June 2000 - April 2013
Skills
Equities, Portfolio Management, Mutual Funds, Wealth Management, Securities, Asset Management, Capital Markets, Banking
Education
The University of Montana - School of Business Administration 2014 — 2017
Master’s Degree, Accounting
University of Montana
Bachelor of Science (B.S.)
Merrill Lynch June 2000 - April 2013
Skills
Equities, Portfolio Management, Mutual Funds, Wealth Management, Securities, Asset Management, Capital Markets, Banking
Education
The University of Montana - School of Business Administration 2014 — 2017
Master’s Degree, Accounting
University of Montana
Bachelor of Science (B.S.)
Ainsley Ware's Merrill Lynch Experience September 2013 - January 2015
Job Instructor of Mathematics
Industry Market Research
Experience
Shelby County Schools August 2014 - Present
Merrill Lynch September 2013 - January 2015
Campbell Clinic for Orthopaedics October 2012 - September 2013
Russo's New York Pizzeria April 2008 - September 2013
Life Time Fitness April 2012 - April 2013
Skills
Customer Service, Cpr Certified, Critical Thinking, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, First Aid, Problem Solving, Academic Tutoring, Rock Climbing, Social Media, Data Entry, Event Planning, Healthcare, Software Documentation, Management, Leadership
Education
The University of Memphis 2010 — 2012
Bachelor of Science (B.S.), Mathematics, 3.25
University of Tennessee at Martin 2007 — 2010
Registered Nursing/Registered Nurse
Shelby County Schools August 2014 - Present
Merrill Lynch September 2013 - January 2015
Campbell Clinic for Orthopaedics October 2012 - September 2013
Russo's New York Pizzeria April 2008 - September 2013
Life Time Fitness April 2012 - April 2013
Skills
Customer Service, Cpr Certified, Critical Thinking, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, First Aid, Problem Solving, Academic Tutoring, Rock Climbing, Social Media, Data Entry, Event Planning, Healthcare, Software Documentation, Management, Leadership
Education
The University of Memphis 2010 — 2012
Bachelor of Science (B.S.), Mathematics, 3.25
University of Tennessee at Martin 2007 — 2010
Registered Nursing/Registered Nurse
Ryan Forster, CFP®, AIF®'s Merrill Lynch Experience 2007 - 2008
Job Principal at Align Financial Partners LLC
Industry Financial Services
Experience
Align Financial Partners LLC September 2012 - Present
Cramer Capital Management LLC June 2010 - September 2012
US Bancorp Investments and Insurance April 2008 - June 2010
Merrill Lynch 2007 - 2008
Paychex 2006 - 2007
Lanier Worldwide 2005 - 2006
Skills
Retirement, Investments, Retirement Planning, Strategic Financial..., Series 7, Credit, Insurance, Wealth Management, Leadership, Financial Analysis, Loans, Long Term Care Insurance
Education
University of Kansas 1999 — 2004
Bachelor of Arts, Economics
Align Financial Partners LLC September 2012 - Present
Cramer Capital Management LLC June 2010 - September 2012
US Bancorp Investments and Insurance April 2008 - June 2010
Merrill Lynch 2007 - 2008
Paychex 2006 - 2007
Lanier Worldwide 2005 - 2006
Skills
Retirement, Investments, Retirement Planning, Strategic Financial..., Series 7, Credit, Insurance, Wealth Management, Leadership, Financial Analysis, Loans, Long Term Care Insurance
Education
University of Kansas 1999 — 2004
Bachelor of Arts, Economics
Stacey Dahl Stacey Dahl's Merrill Lynch Experience November 2013 - Present
Job
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
WySTAR Global Retirement Solutions / Wells Fargo Advisors June 2004 - February 2008
WySTAR Global Retirement Solutions / Wells Fargo Advisors March 2001 - June 2004
American Express November 1997 - March 2001
Merrill Lynch November 1993 - November 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Strategic Planning, 401k, Qualified Retirement..., Employee Benefits, ERISA, Profit Sharing, Pensions, Defined Contribution, Defined Benefit, Retirement Planning, Payroll, Access, Finance, Retirement
Education
The University of North Dakota
Bachelor of Business Administration (BBA), Marketing
Merrill Lynch November 2013 - Present
WySTAR Global Retirement Solutions / Wells Fargo Advisors June 2004 - February 2008
WySTAR Global Retirement Solutions / Wells Fargo Advisors March 2001 - June 2004
American Express November 1997 - March 2001
Merrill Lynch November 1993 - November 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Strategic Planning, 401k, Qualified Retirement..., Employee Benefits, ERISA, Profit Sharing, Pensions, Defined Contribution, Defined Benefit, Retirement Planning, Payroll, Access, Finance, Retirement
Education
The University of North Dakota
Bachelor of Business Administration (BBA), Marketing
R. Darin Hollingsworth's Merrill Lynch Experience January 2004 - February 2006
Job Senior Philanthropic Advisor at St. Jude Children's Research Hospital
Industry Philanthropy
Experience
St. Jude Children's Research Hospital September 2014 - Present
Odonata Coaching & Consulting July 2010 - Present
Tour Director, Event Manager July 2010 - October 2014
HE Travel Alyson Adventures June 2010 - October 2014
Gap Inc.Th March 2013 - September 2014
UC Santa Cruz November 2009 - July 2010
Liberace Foundation for the Creative & Performing Arts February 2006 - April 2009
Merrill Lynch January 2004 - February 2006
UNLV Foundation 2000 - 2004
BMHCF April 1997 - April 2000
Skills
Executive Coaching, Coaching, Leadership Development, Mentoring, Philanthropy, Fundraising, Non-profits, Public Speaking, Tourism, Event Planning, Event Management, Volunteer Management, Program Development, Special Events, Tour Directing, Gratitude, Strategic Planning, Tour, Community Outreach, Public Relations, Social Media, Leadership, Guided Tours, Social Media Marketing, Entrepreneurship, Training, Research, Teaching, Nonprofits, Business Development, Project Planning, Management, Marketing, Team Building, Editing, Marketing Communications, Social Networking, Program Management, Staff Development, Budgets, Organizational..., Advertising, Blogging, Small Business, Workshop Facilitation, Recruiting, Team Leadership
Education
ITMI - International Tour Management Institute 2010 — 2010
CTD, Travel and Tourism
The University of Memphis 1986 — 1990
BBA, Marketing, Advertising, Communication
St. Jude Children's Research Hospital September 2014 - Present
Odonata Coaching & Consulting July 2010 - Present
Tour Director, Event Manager July 2010 - October 2014
HE Travel Alyson Adventures June 2010 - October 2014
Gap Inc.Th March 2013 - September 2014
UC Santa Cruz November 2009 - July 2010
Liberace Foundation for the Creative & Performing Arts February 2006 - April 2009
Merrill Lynch January 2004 - February 2006
UNLV Foundation 2000 - 2004
BMHCF April 1997 - April 2000
Skills
Executive Coaching, Coaching, Leadership Development, Mentoring, Philanthropy, Fundraising, Non-profits, Public Speaking, Tourism, Event Planning, Event Management, Volunteer Management, Program Development, Special Events, Tour Directing, Gratitude, Strategic Planning, Tour, Community Outreach, Public Relations, Social Media, Leadership, Guided Tours, Social Media Marketing, Entrepreneurship, Training, Research, Teaching, Nonprofits, Business Development, Project Planning, Management, Marketing, Team Building, Editing, Marketing Communications, Social Networking, Program Management, Staff Development, Budgets, Organizational..., Advertising, Blogging, Small Business, Workshop Facilitation, Recruiting, Team Leadership
Education
ITMI - International Tour Management Institute 2010 — 2010
CTD, Travel and Tourism
The University of Memphis 1986 — 1990
BBA, Marketing, Advertising, Communication
Megan Krier's Merrill Lynch Experience October 2010 - January 2012
Job Vice President
Industry Construction
Experience
Keystone Building Company February 2012 - Present
Merrill Lynch October 2010 - January 2012
Administaff 2009 - March 2010
Careerbuilder.com March 2006 - May 2008
ESPN 2004 - 2006
Skills
Salesforce.com, Sales, Marketing, New Business Development, Account Management, Cold Calling, Sales Process, Business Development
Education
The University of Kansas 1997 — 2001
Ottawa High School
Keystone Building Company February 2012 - Present
Merrill Lynch October 2010 - January 2012
Administaff 2009 - March 2010
Careerbuilder.com March 2006 - May 2008
ESPN 2004 - 2006
Skills
Salesforce.com, Sales, Marketing, New Business Development, Account Management, Cold Calling, Sales Process, Business Development
Education
The University of Kansas 1997 — 2001
Ottawa High School
Andrew Avery's Merrill Lynch Experience September 2014 - March 2015
Job Retirement Plan Services, Raymond James
Industry Investment Management
Experience
Raymond James Financial, Inc. May 2015 - Present
Merrill Lynch September 2014 - March 2015
Regional Adjustment Bureau August 2009 - July 2014
Skills
Leadership, Customer Service, Credit, Financial Services, Management, Credit Analysis, Finance, Microsoft Excel, Portfolio Management, Investments, Coaching, Microsoft Word, Sales, Accounting, Strategic Planning, Fixed Income, Mutual Funds, Bonds, IRAs, Equities, Options, Securities, Economics, Spreadsheets, Financial Analysis, Financial Risk, Customer Satisfaction, Data Analysis, Business Analysis, Credit Risk, Banking, Strategy, Executive Management, Team Leadership, Budgets, Team Building, Process Improvement
Education
The University of Memphis 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Economics Major
Raymond James Financial, Inc. May 2015 - Present
Merrill Lynch September 2014 - March 2015
Regional Adjustment Bureau August 2009 - July 2014
Skills
Leadership, Customer Service, Credit, Financial Services, Management, Credit Analysis, Finance, Microsoft Excel, Portfolio Management, Investments, Coaching, Microsoft Word, Sales, Accounting, Strategic Planning, Fixed Income, Mutual Funds, Bonds, IRAs, Equities, Options, Securities, Economics, Spreadsheets, Financial Analysis, Financial Risk, Customer Satisfaction, Data Analysis, Business Analysis, Credit Risk, Banking, Strategy, Executive Management, Team Leadership, Budgets, Team Building, Process Improvement
Education
The University of Memphis 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Economics Major
Spenser Samms's Merrill Lynch Experience 2009 - 2009
Job Senior Relationship Management BofAML
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of AmericaMerrill Lynch May 2010 - Present
University of Kansas August 2008 - May 2010
University of Kansas 2006 - 2010
Merrill Lynch 2009 - 2009
Education
The University of Kansas 2006 — 2010
Business - Finance, Finance, General
Bank of America Merrill Lynch June 2014 - Present
Bank of AmericaMerrill Lynch May 2010 - Present
University of Kansas August 2008 - May 2010
University of Kansas 2006 - 2010
Merrill Lynch 2009 - 2009
Education
The University of Kansas 2006 — 2010
Business - Finance, Finance, General
Anastasia Amoroso, CFA Anastasia Amoroso, CFA's Merrill Lynch Experience June 2006 - February 2013
Job Executive Director, Global Market Strategist, J.P.Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan March 2013 - Present
Merrill Lynch June 2006 - February 2013
Los Alamos National Laboratory May 2004 - May 2005
Skills
Portfolio Management, Investment Strategies, Due Diligence, Chartered Financial..., Business Development, Capital Markets, Global Tactical Asset..., Project Management, Organizational..., Business Process..., Team Management, Bloomberg, Salesforce.com, Thomson One Analytics, Personal Financial...
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance with a minor in Political Science, Summa cum Laude
J.P. Morgan March 2013 - Present
Merrill Lynch June 2006 - February 2013
Los Alamos National Laboratory May 2004 - May 2005
Skills
Portfolio Management, Investment Strategies, Due Diligence, Chartered Financial..., Business Development, Capital Markets, Global Tactical Asset..., Project Management, Organizational..., Business Process..., Team Management, Bloomberg, Salesforce.com, Thomson One Analytics, Personal Financial...
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance with a minor in Political Science, Summa cum Laude
Marc Crawford's Merrill Lynch Experience 2005 - 2007
Job VP Director National Sales & Marketing
Industry Insurance
Experience
Stillwater Insurance Group / Fidelity National Insurance Co December 2007 - Present
Merrill Lynch 2005 - 2007
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 1999
Barnett Banks, Inc. 1986 - 1993
Skills
Credit, Banking, Sales, Portfolio Management, Risk Management, Loans, Financial Services, Mortgage Lending, Investments, Management
Education
DeSoto High School
The University of Kansas
Bachelor of Science (BS), Advertising and Marketing
Stillwater Insurance Group / Fidelity National Insurance Co December 2007 - Present
Merrill Lynch 2005 - 2007
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 1999
Barnett Banks, Inc. 1986 - 1993
Skills
Credit, Banking, Sales, Portfolio Management, Risk Management, Loans, Financial Services, Mortgage Lending, Investments, Management
Education
DeSoto High School
The University of Kansas
Bachelor of Science (BS), Advertising and Marketing
Tadd Willcox's Merrill Lynch Experience January 2011 - December 2011
Job Marketing Coordinator
Industry Insurance
Experience
Lipscomb and Pitts Insurance July 2013 - Present
Wolfchase Honda January 2012 - June 2013
Wolfchase Honda May 2007 - January 2012
Merrill Lynch January 2011 - December 2011
Skills
Stata, Statistics, Excel, Data Mining, Data Analysis, Attention To Detail, Meeting Deadlines, Financial Analysis, Sales, Microsoft Excel, Risk Management, Investments
Education
The University of Memphis 2007 — 2012
Bachelor of Business Administration (BBA), Economics and History
Lipscomb and Pitts Insurance July 2013 - Present
Wolfchase Honda January 2012 - June 2013
Wolfchase Honda May 2007 - January 2012
Merrill Lynch January 2011 - December 2011
Skills
Stata, Statistics, Excel, Data Mining, Data Analysis, Attention To Detail, Meeting Deadlines, Financial Analysis, Sales, Microsoft Excel, Risk Management, Investments
Education
The University of Memphis 2007 — 2012
Bachelor of Business Administration (BBA), Economics and History
Julie Ann Coyne Julie Ann Coyne's Merrill Lynch Experience 1986 - 2003
Job Owner, Premier Designs Independent Distributor
Industry Luxury Goods & Jewelry
Experience
Premier Designs February 2013 - Present
Merrill Lynch 1986 - 2003
FNB of Albuqueque 1981 - 1986
Skills
Community Volunteer, Financial Modeling, Series 7, Investments, Financial Analysis, Finance
Education
The University of New Mexico
Business Administration and Management, General
Premier Designs February 2013 - Present
Merrill Lynch 1986 - 2003
FNB of Albuqueque 1981 - 1986
Skills
Community Volunteer, Financial Modeling, Series 7, Investments, Financial Analysis, Finance
Education
The University of New Mexico
Business Administration and Management, General
Nicole Edwards Nicole Edwards's Merrill Lynch Experience 2006 - 2008
Job Compliance Analyst at UBS
Industry Financial Services
Experience
UBS 2011 - Present
BlackRock 2009 - 2011
Merrill Lynch 2006 - 2008
Merrill Lynch August 2005 - December 2005
Skills
Mutual Funds, Securities, Asset Allocation, ETFs, Series 7, Finance, Sales, Financial Advisory, Financial Services, Wealth Management, Investment Advisory, Relationship Management, Anti Money Laundering, Investment Strategies, CRM, New Business Development, 401k, Retirement Planning, AML, KYC, USA PATRIOT Act, CAMS, Certified Anti-Money..., Financial Crimes...
Education
The University of Memphis 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
UBS 2011 - Present
BlackRock 2009 - 2011
Merrill Lynch 2006 - 2008
Merrill Lynch August 2005 - December 2005
Skills
Mutual Funds, Securities, Asset Allocation, ETFs, Series 7, Finance, Sales, Financial Advisory, Financial Services, Wealth Management, Investment Advisory, Relationship Management, Anti Money Laundering, Investment Strategies, CRM, New Business Development, 401k, Retirement Planning, AML, KYC, USA PATRIOT Act, CAMS, Certified Anti-Money..., Financial Crimes...
Education
The University of Memphis 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Jim Shay's Merrill Lynch Experience June 2015 - Present
Job Global Wealth & Investment Management (GWIM) Intern
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Lockton Companies June 2014 - August 2014
Frontier Investment Banking January 2013 - January 2014
Mission Hills Country Club May 2008 - August 2012
Skills
Microsoft Excel, Start-ups, PowerPoint, Investment Banking, Microsoft Office, Technical Writing, Corporate Finance, Accounting, Securities, Commercial Insurance, Employee Benefits, Healthcare, Private Exchanges, Marketing
Education
University of Kansas 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
University of Iowa- Paderno del Grappa, Italy 2013 — 2013
Summer Study Abroad Program
Rockhurst High School 2007 — 2011
Merrill Lynch June 2015 - Present
Lockton Companies June 2014 - August 2014
Frontier Investment Banking January 2013 - January 2014
Mission Hills Country Club May 2008 - August 2012
Skills
Microsoft Excel, Start-ups, PowerPoint, Investment Banking, Microsoft Office, Technical Writing, Corporate Finance, Accounting, Securities, Commercial Insurance, Employee Benefits, Healthcare, Private Exchanges, Marketing
Education
University of Kansas 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
University of Iowa- Paderno del Grappa, Italy 2013 — 2013
Summer Study Abroad Program
Rockhurst High School 2007 — 2011
Midori Lambert's Merrill Lynch Experience January 2014 - Present
Job PMD Financial Advisor for Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Mark J. Napolin and Associates, Inc. May 2013 - December 2013
Mark J. Napolin and Associates, Inc. April 2012 - May 2013
Hyatt Regency October 2008 - April 2013
No More Homeless Pets 2006 - 2008
Skills
Customer Service, Front Office, Hospitality, Hotels, Time Management, Microsoft Word, Hospitality Industry, Event Planning, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Customer Satisfaction, Revenue Analysis, Marketing, Investments, Leadership, Highly motivated..., Hotel Management, Teamwork, Sales, Restaurants, Highly Dedicated, Customer Service..., Food & Beverage, Hospitality Management, Property Management..., Event Management, Social Networking, Team Building, Micros, Rooms Division, Public Relations, Tourism, Employee Relations, Operations Management, Planning & Execution of..., Hotel Booking, Banquets, Opera, Restaurant Management, Meeting Planning, Inventory Management, Yield Management, Recruiting, Facebook, Guest Service Management
Education
The University of New Mexico 2008 — 2013
Bachelor's of Business Administration, Finance, Minor in Psychology
La Cueva High School 2006 — 2008
Bosque School
Merrill Lynch January 2014 - Present
Mark J. Napolin and Associates, Inc. May 2013 - December 2013
Mark J. Napolin and Associates, Inc. April 2012 - May 2013
Hyatt Regency October 2008 - April 2013
No More Homeless Pets 2006 - 2008
Skills
Customer Service, Front Office, Hospitality, Hotels, Time Management, Microsoft Word, Hospitality Industry, Event Planning, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Customer Satisfaction, Revenue Analysis, Marketing, Investments, Leadership, Highly motivated..., Hotel Management, Teamwork, Sales, Restaurants, Highly Dedicated, Customer Service..., Food & Beverage, Hospitality Management, Property Management..., Event Management, Social Networking, Team Building, Micros, Rooms Division, Public Relations, Tourism, Employee Relations, Operations Management, Planning & Execution of..., Hotel Booking, Banquets, Opera, Restaurant Management, Meeting Planning, Inventory Management, Yield Management, Recruiting, Facebook, Guest Service Management
Education
The University of New Mexico 2008 — 2013
Bachelor's of Business Administration, Finance, Minor in Psychology
La Cueva High School 2006 — 2008
Bosque School
Jordan Huus's Merrill Lynch Experience June 2015 - Present
Job Intern at Merrill Lynch
Industry Architecture & Planning
Experience
Merrill Lynch June 2015 - Present
Amcon May 2015 - Present
UND - Wellness Center January 2015 - Present
Amcon May 2014 - August 2014
Polycom July 2013 - August 2013
Amcon June 2012 - August 2012
Buck Hill October 2009 - February 2012
Skills
Microsoft Excel, Bloomberg Terminal, DCF Valuation, Photoshop, Finance, Stock Investments, Stock Option Strategies, UAS, Sony Vegas, Adobe After Effects, Cinema 4D, Rubik's Cube, FL Studio, Electrical Engineering, Business Development, Public Speaking, Team Leadership
Education
The University of North Dakota 2012 — 2016
BBA, Finance Investments, 3.3
Merrill Lynch June 2015 - Present
Amcon May 2015 - Present
UND - Wellness Center January 2015 - Present
Amcon May 2014 - August 2014
Polycom July 2013 - August 2013
Amcon June 2012 - August 2012
Buck Hill October 2009 - February 2012
Skills
Microsoft Excel, Bloomberg Terminal, DCF Valuation, Photoshop, Finance, Stock Investments, Stock Option Strategies, UAS, Sony Vegas, Adobe After Effects, Cinema 4D, Rubik's Cube, FL Studio, Electrical Engineering, Business Development, Public Speaking, Team Leadership
Education
The University of North Dakota 2012 — 2016
BBA, Finance Investments, 3.3
Rachel Lawton's Merrill Lynch Experience June 2010 - August 2010
Job Wealth Management Advisor
Industry Financial Services
Experience
GCG Financial December 2010 - Present
City Of Leawood May 2010 - October 2010
Merrill Lynch June 2010 - August 2010
University of Kansas Recreation Services March 2010 - August 2010
Rosemont Auto Corp May 2006 - August 2008
Abercrombie and Fitch June 2004 - May 2006
Education
University of Kansas 2006 — 2010
Bachelor of Science; of 2010, Finance; History Concentration
Lake Forest High School 2002 — 2006
GCG Financial December 2010 - Present
City Of Leawood May 2010 - October 2010
Merrill Lynch June 2010 - August 2010
University of Kansas Recreation Services March 2010 - August 2010
Rosemont Auto Corp May 2006 - August 2008
Abercrombie and Fitch June 2004 - May 2006
Education
University of Kansas 2006 — 2010
Bachelor of Science; of 2010, Finance; History Concentration
Lake Forest High School 2002 — 2006
Christopher Dorris Christopher Dorris's Merrill Lynch Experience November 2008 - May 2010
Job Law Enforcement Professional
Industry Law Enforcement
Experience
Denver Police Department 2013 - Present
Panama City Police Dept May 2010 - July 2013
Merrill Lynch November 2008 - May 2010
Smith Barney November 2007 - November 2008
Wachovia February 2000 - November 2007
Skills
Training, Analysis, Program Management, Finance, Marketing, Sales, Accounting, Strategic Financial..., Asset Management, Proposal Writing, Mutual Funds, Police, Banking, Fixed Annuities, Variable Annuities, Financial Planning, Asset Allocation, Financial Analysis, Trading, Relationship Management, Investments, Leadership, Team Building, Risk Assessment, Strategic Planning, Risk Management, Law Enforcement, Securities, Microsoft Office
Education
The University of Memphis 1993 — 1999
Bachelor of Business Administration (B.B.A.), General Sales, Merchandising and Related Marketing Operations
Denver Police Department 2013 - Present
Panama City Police Dept May 2010 - July 2013
Merrill Lynch November 2008 - May 2010
Smith Barney November 2007 - November 2008
Wachovia February 2000 - November 2007
Skills
Training, Analysis, Program Management, Finance, Marketing, Sales, Accounting, Strategic Financial..., Asset Management, Proposal Writing, Mutual Funds, Police, Banking, Fixed Annuities, Variable Annuities, Financial Planning, Asset Allocation, Financial Analysis, Trading, Relationship Management, Investments, Leadership, Team Building, Risk Assessment, Strategic Planning, Risk Management, Law Enforcement, Securities, Microsoft Office
Education
The University of Memphis 1993 — 1999
Bachelor of Business Administration (B.B.A.), General Sales, Merchandising and Related Marketing Operations
Don Brandon Don Brandon's Merrill Lynch Experience January 1999 - June 2001
Job Agency Principal
Industry Insurance
Experience
BRANDON INSURANCE AGENCY January 2009 - Present
Liberty Mutual Insurance June 2001 - June 2008
Merrill Lynch January 1999 - June 2001
Schering June 1983 - June 1990
3M December 1980 - February 1983
Skills
Employee Group Auto &..., Personal Auto, Home &..., Commercial Auto & Fleet..., Employee Benefits, Seminar Presentations
Education
The University of Memphis 1974 — 1978
B.B.A., SALES-MARKETING
BRANDON INSURANCE AGENCY January 2009 - Present
Liberty Mutual Insurance June 2001 - June 2008
Merrill Lynch January 1999 - June 2001
Schering June 1983 - June 1990
3M December 1980 - February 1983
Skills
Employee Group Auto &..., Personal Auto, Home &..., Commercial Auto & Fleet..., Employee Benefits, Seminar Presentations
Education
The University of Memphis 1974 — 1978
B.B.A., SALES-MARKETING
Jeff Ream, CFP®'s Merrill Lynch Experience September 1994 - July 2000
Job Senior Portfolio Manager, The Private Client Reserve at U.S. Bank
Industry Banking
Experience
U.S. Bank September 2012 - Present
Kornitzer Capital Management July 2002 - September 2012
UBS Wealth Management July 2000 - July 2002
Merrill Lynch September 1994 - July 2000
Education
The University of Kansas
Bachelor of Science, Business
U.S. Bank September 2012 - Present
Kornitzer Capital Management July 2002 - September 2012
UBS Wealth Management July 2000 - July 2002
Merrill Lynch September 1994 - July 2000
Education
The University of Kansas
Bachelor of Science, Business
Jeff Roys Jeff Roys's Merrill Lynch Experience December 1985 - September 1999
Job Financial Advisor at Sunbelt Securties, Inc.
Industry Financial Services
Experience
Sunbelt Securties, Inc. October 2009 - Present
Lantern Investments, Inc. February 2008 - October 2009
Morgan Keegan August 1999 - January 2008
Merrill Lynch December 1985 - September 1999
Education
The University of Memphis 1979 — 1983
BBA, finance, economics
University of Tennessee-Knoxville
Sunbelt Securties, Inc. October 2009 - Present
Lantern Investments, Inc. February 2008 - October 2009
Morgan Keegan August 1999 - January 2008
Merrill Lynch December 1985 - September 1999
Education
The University of Memphis 1979 — 1983
BBA, finance, economics
University of Tennessee-Knoxville
Tabitha Ottiwell's Merrill Lynch Experience June 1998 - May 2001
Job MUSC
Industry Hospital & Health Care
Experience
Medical University of South Carolina May 2013 - Present
Medical University of South Carolina October 2012 - August 2013
Medical University of South Carolina (MUSC) August 2010 - October 2012
Kiawah Island Golf Resort 2008 - 2011
TEKsystems November 2009 - July 2010
SellMates November 2007 - October 2008
FTN Financial May 2001 - July 2008
Merrill Lynch June 1998 - May 2001
Crossmark June 1996 - June 1998
Skills
Excel, Access, Problem Solving, Accounting, Portfolio Management, Windows Server, Rightfax Server, IIS, Microsoft Excel, SQL, Management, Databases, Data Analysis, Training, Budgets, Troubleshooting, Outlook, Microsoft Exchange, Servers, Microsoft SQL Server, Software Documentation, Sales
Education
The University of Memphis 1997 — 2003
Bachelors, Business Administration
Medical University of South Carolina May 2013 - Present
Medical University of South Carolina October 2012 - August 2013
Medical University of South Carolina (MUSC) August 2010 - October 2012
Kiawah Island Golf Resort 2008 - 2011
TEKsystems November 2009 - July 2010
SellMates November 2007 - October 2008
FTN Financial May 2001 - July 2008
Merrill Lynch June 1998 - May 2001
Crossmark June 1996 - June 1998
Skills
Excel, Access, Problem Solving, Accounting, Portfolio Management, Windows Server, Rightfax Server, IIS, Microsoft Excel, SQL, Management, Databases, Data Analysis, Training, Budgets, Troubleshooting, Outlook, Microsoft Exchange, Servers, Microsoft SQL Server, Software Documentation, Sales
Education
The University of Memphis 1997 — 2003
Bachelors, Business Administration
Chad King Chad King's Merrill Lynch Experience September 1999 - September 2001
Job King Insurance
Industry Insurance
Experience
King Insurance October 2008 - Present
JL Lending Corporation March 2006 - December 2008
Lehman Brothers Mortgage Capital Division December 2004 - August 2007
Accredited Home Lenders January 2003 - December 2004
Morgan Stanley September 2001 - December 2002
Merrill Lynch September 1999 - September 2001
Skills
Insurance, Underwriting, CPCU, Finance, Asset Management, Banking, Business Development, Credit, Credit Analysis, Credit Risk, Employee Benefits, Executive Management, Financial Analysis, Financial Risk, Financial Services, Investment Properties, Investments, Leadership, Life Insurance, Loan Origination, Loans, Mergers, Mortgage Lending, Mortgage Banking, Property, Portfolio Management, Retirement Planning, Risk Management, Real Estate, Strategic Financial..., Sales, Time Management, Financial Planning
Education
University of North Florida 2000 — 2002
MBA, Business
The University of Kansas 1997 — 1999
BA, Business
Oak Hall School 1990 — 1994
High School
King Insurance October 2008 - Present
JL Lending Corporation March 2006 - December 2008
Lehman Brothers Mortgage Capital Division December 2004 - August 2007
Accredited Home Lenders January 2003 - December 2004
Morgan Stanley September 2001 - December 2002
Merrill Lynch September 1999 - September 2001
Skills
Insurance, Underwriting, CPCU, Finance, Asset Management, Banking, Business Development, Credit, Credit Analysis, Credit Risk, Employee Benefits, Executive Management, Financial Analysis, Financial Risk, Financial Services, Investment Properties, Investments, Leadership, Life Insurance, Loan Origination, Loans, Mergers, Mortgage Lending, Mortgage Banking, Property, Portfolio Management, Retirement Planning, Risk Management, Real Estate, Strategic Financial..., Sales, Time Management, Financial Planning
Education
University of North Florida 2000 — 2002
MBA, Business
The University of Kansas 1997 — 1999
BA, Business
Oak Hall School 1990 — 1994
High School
Jesse Bull Jesse Bull's Merrill Lynch Experience 2000 - 2015
Job Senior Vice President Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2000 - 2015
Education
The University of North Dakota 1995 — 1999
Merrill Lynch 2000 - 2015
Education
The University of North Dakota 1995 — 1999
Bethany Halvorson Bethany Halvorson's Merrill Lynch Experience April 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Northwestern Mutual March 2012 - April 2014
BMO Harris Bank January 2010 - March 2012
Northwestern Mutual November 2005 - December 2009
Education
The University of North Dakota 2002 — 2007
BBA, Business Management & Marketing
Merrill Lynch April 2014 - Present
Northwestern Mutual March 2012 - April 2014
BMO Harris Bank January 2010 - March 2012
Northwestern Mutual November 2005 - December 2009
Education
The University of North Dakota 2002 — 2007
BBA, Business Management & Marketing
Jaime Osborn Jaime Osborn's Merrill Lynch Experience August 2003 - December 2003
Job Full time career professional, Memphis Real Estate Marketing Expert, Mortgage loan originator, Accredited Buyer's Agent
Industry Real Estate
Experience
Weichert Realtors - BenchMark September 2006 - Present
BenchMark Mortgage LLC August 2006 - Present
Weichert Realtors BenchMark 2006 - Present
Accountemps 2012 - 2013
Bahama Breeze 2001 - 2009
Darden restaurants May 2001 - December 2006
Merrill Lynch August 2003 - December 2003
The cheer station 1999 - 2000
Skills
Online Marketing, Residential Mortgages, Investment Properties, Real Estate, Mortgage Lending, Real Estate Finance, Short Sales, Foreclosures, Listing Homes, Residential Listings, Buyer Representation, First Time Home Buyers, Buyer Representative, Relocation Buyers, Move Up Buyers, Online Advertising, Selling, Investments, Investors, Property Management, ABR, Buying, Mortgage, e-PRO, Refinance, Real Estate Investment, Sellers, Residential, Home, Relocation, Negotiation, REO, Condos, First Time Buyers, New Home Sales, Single Family Homes, Referrals, Land, Purchase, Listings, Realty, Real Estate Transactions, Rentals, Resale, Luxury, HUD, Contract Negotiation, Construction, FHA, Customer Service
Education
The University of Memphis 1998 — 2006
BBS, Finance, double minor in Marketing and Accounting
Weichert Realtors - BenchMark September 2006 - Present
BenchMark Mortgage LLC August 2006 - Present
Weichert Realtors BenchMark 2006 - Present
Accountemps 2012 - 2013
Bahama Breeze 2001 - 2009
Darden restaurants May 2001 - December 2006
Merrill Lynch August 2003 - December 2003
The cheer station 1999 - 2000
Skills
Online Marketing, Residential Mortgages, Investment Properties, Real Estate, Mortgage Lending, Real Estate Finance, Short Sales, Foreclosures, Listing Homes, Residential Listings, Buyer Representation, First Time Home Buyers, Buyer Representative, Relocation Buyers, Move Up Buyers, Online Advertising, Selling, Investments, Investors, Property Management, ABR, Buying, Mortgage, e-PRO, Refinance, Real Estate Investment, Sellers, Residential, Home, Relocation, Negotiation, REO, Condos, First Time Buyers, New Home Sales, Single Family Homes, Referrals, Land, Purchase, Listings, Realty, Real Estate Transactions, Rentals, Resale, Luxury, HUD, Contract Negotiation, Construction, FHA, Customer Service
Education
The University of Memphis 1998 — 2006
BBS, Finance, double minor in Marketing and Accounting
David Burdick David Burdick's Merrill Lynch Experience May 2013 - August 2013
Job Audit Associate at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Dakota Venture Group September 2012 - December 2013
Student Managed Investment Fund September 2012 - December 2013
Deloitte May 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Titan Machinery May 2012 - August 2012
Skills
Investments, Accounting, Private Equity, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Financial Reporting, Security Analysis, Financial Analysis, Business Planning, Value Investing, Leadership, Management, Entrepreneurship, CRM, Microsoft Office, JDE Enterprise One, Peachtree, Corporate Finance, Start-ups
Education
The University of North Dakota 2009 — 2014
Bachelor of Science (BS), Accounting and Finance
University of the Sunshine Coast 2011 — 2011
Studied International Business, Finance, and Accounting
Fargo South High
Fargo South High
Deloitte September 2014 - Present
Dakota Venture Group September 2012 - December 2013
Student Managed Investment Fund September 2012 - December 2013
Deloitte May 2013 - August 2013
Merrill Lynch May 2013 - August 2013
Titan Machinery May 2012 - August 2012
Skills
Investments, Accounting, Private Equity, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Financial Reporting, Security Analysis, Financial Analysis, Business Planning, Value Investing, Leadership, Management, Entrepreneurship, CRM, Microsoft Office, JDE Enterprise One, Peachtree, Corporate Finance, Start-ups
Education
The University of North Dakota 2009 — 2014
Bachelor of Science (BS), Accounting and Finance
University of the Sunshine Coast 2011 — 2011
Studied International Business, Finance, and Accounting
Fargo South High
Fargo South High
William (Bill) Walsh III's Merrill Lynch Experience February 2000 - August 2003
Job RFP Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
HB Management Group, Inc. August 2011 - December 2014
ZOLL March 2009 - August 2011
Unisys May 2008 - February 2009
Great-West Financial February 2005 - May 2008
Great-West Healthcare October 2003 - March 2005
Merrill Lynch February 2000 - August 2003
Skills
Project Management, Salesforce.com, Proposal Writing, Strategic Planning, RFP, Account Management, Business Development, Team Building, Sales, Leadership, Marketing, Contract Negotiation, Training, Strategy, CRM, Management, Customer Service
Education
University of Kansas
B.A., Communication Studies
Charles Schwab January 2015 - Present
HB Management Group, Inc. August 2011 - December 2014
ZOLL March 2009 - August 2011
Unisys May 2008 - February 2009
Great-West Financial February 2005 - May 2008
Great-West Healthcare October 2003 - March 2005
Merrill Lynch February 2000 - August 2003
Skills
Project Management, Salesforce.com, Proposal Writing, Strategic Planning, RFP, Account Management, Business Development, Team Building, Sales, Leadership, Marketing, Contract Negotiation, Training, Strategy, CRM, Management, Customer Service
Education
University of Kansas
B.A., Communication Studies
Cole Helbert's Merrill Lynch Experience February 2012 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Sigma Phi Epsilon April 2011 - April 2012
Merrill Lynch June 2011 - August 2011
Alpine Litho-Graphics May 2005 - January 2011
Skills
Investments, Wealth Management, Financial Analysis, Microsoft Excel, Mutual Funds, Series 7, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Customer Service, Portfolio Management, Sales, Social Media, Retirement Planning, Time Management, Insurance, Public Speaking, Asset Allocation, Data Analysis
Education
University of Kansas 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Merrill Lynch February 2012 - Present
Sigma Phi Epsilon April 2011 - April 2012
Merrill Lynch June 2011 - August 2011
Alpine Litho-Graphics May 2005 - January 2011
Skills
Investments, Wealth Management, Financial Analysis, Microsoft Excel, Mutual Funds, Series 7, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Customer Service, Portfolio Management, Sales, Social Media, Retirement Planning, Time Management, Insurance, Public Speaking, Asset Allocation, Data Analysis
Education
University of Kansas 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Robert Ortman's Merrill Lynch Experience 1997 - 1998
Job Owner, DRI Title
Industry Insurance
Experience
DRI Title Chief Financial OfficerDRI Title & EscrowNovember 2002 - Present
Merrill Lynch 1997 - 1998
Skills
Finance, Financial Accounting, Marketing, Team Building, Strategic Planning, Management, DRI, Real Estate, Mortgage Lending, Accounting, Small Business, Selling, Leadership, Sales
Education
The University of Kansas
University of Nebraska at Omaha
MBA
DRI Title Chief Financial OfficerDRI Title & EscrowNovember 2002 - Present
Merrill Lynch 1997 - 1998
Skills
Finance, Financial Accounting, Marketing, Team Building, Strategic Planning, Management, DRI, Real Estate, Mortgage Lending, Accounting, Small Business, Selling, Leadership, Sales
Education
The University of Kansas
University of Nebraska at Omaha
MBA
Neil Critchley's Merrill Lynch Experience September 2006 - December 2007
Job Digital Operations Manager at Metro Bank
Industry Information Technology and Services
Experience
eBay Enterprise April 2015 - Present
Metro Bank November 2013 - December 2014
Metro Bank October 2012 - November 2013
Accenture December 2007 - May 2012
Merrill Lynch September 2006 - December 2007
UNOPS November 2005 - May 2006
Kabul Technologies September 2004 - November 2005
My Nerd November 2003 - August 2004
Merrill Lynch August 2002 - May 2003
Merrill Lynch June 2000 - August 2002
Skills
IT Strategy, Vendor Management, Enterprise Architecture, Solution Architecture, Program Management, IT Service Management, Project Portfolio..., Project Delivery, Stakeholder Management, Infrastructure, Business Analysis, Outsourcing, Integration, Governance, IT Transformation, Requirements Analysis, Business Case, IT Management, Team Leadership, Project Management, Consulting, Enterprise IT..., Internet Banking, Mobile Applications, IT Infrastructure Design, Software Project..., Enterprise Software, Budgets, Process Improvement, Technical Leadership, Leadership, Account Management, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PRINCE2, Strategy, Requirements Gathering, Change Management, Data Migration, Business Process..., Team Management, Risk Management, Business Process
Education
The University of Manchester 1996 — 1998
Computer Science
Hampton School 1989 — 1996
4 A-Levels
eBay Enterprise April 2015 - Present
Metro Bank November 2013 - December 2014
Metro Bank October 2012 - November 2013
Accenture December 2007 - May 2012
Merrill Lynch September 2006 - December 2007
UNOPS November 2005 - May 2006
Kabul Technologies September 2004 - November 2005
My Nerd November 2003 - August 2004
Merrill Lynch August 2002 - May 2003
Merrill Lynch June 2000 - August 2002
Skills
IT Strategy, Vendor Management, Enterprise Architecture, Solution Architecture, Program Management, IT Service Management, Project Portfolio..., Project Delivery, Stakeholder Management, Infrastructure, Business Analysis, Outsourcing, Integration, Governance, IT Transformation, Requirements Analysis, Business Case, IT Management, Team Leadership, Project Management, Consulting, Enterprise IT..., Internet Banking, Mobile Applications, IT Infrastructure Design, Software Project..., Enterprise Software, Budgets, Process Improvement, Technical Leadership, Leadership, Account Management, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PRINCE2, Strategy, Requirements Gathering, Change Management, Data Migration, Business Process..., Team Management, Risk Management, Business Process
Education
The University of Manchester 1996 — 1998
Computer Science
Hampton School 1989 — 1996
4 A-Levels
Rishma M. Khimji's Merrill Lynch Experience 1999 - 1999
Job (Interim) Director of APD Tech Services Unit | PMP, CSM
Industry Public Safety
Experience
Albuquerque Police Department October 2014 - Present
Albuquerque Police Department June 2013 - Present
Albuquerque Police Department January 2011 - June 2013
Albuquerque Bernalillo County Water Utility Authority September 2008 - February 2011
Justice Systems, Inc December 2007 - September 2008
Justice Systems, Inc. May 2003 - December 2007
IBM Global Services August 2000 - May 2002
Merrill Lynch 1999 - 1999
Skills
XML, Web Applications, Enterprise Software, SQL, Software Documentation, Visio, Oracle, SharePoint, Requirements Analysis, JavaScript, Business Analysis, System Administration, HTML, Java, Business Intelligence, Agile Methodologies, Software Design, Software Project..., Troubleshooting, Project Management, Analysis, Weblogic, MS Project, System Deployment, Software Development, Integration, Testing, Quality Assurance, Project Planning, Disaster Recovery, Business Process, Management, Databases, Certified Scrum Master..., PMP, Program Management, Information Technology, Team Leadership, Product Management, Strategy, Business Partner..., Vendor Management, Scrum
Education
The University of New Mexico 2003 — 2007
MA, Economics and Water Management
The University of New Mexico 1995 — 1999
BUS, Economics and Computer Science
Albuquerque Police Department October 2014 - Present
Albuquerque Police Department June 2013 - Present
Albuquerque Police Department January 2011 - June 2013
Albuquerque Bernalillo County Water Utility Authority September 2008 - February 2011
Justice Systems, Inc December 2007 - September 2008
Justice Systems, Inc. May 2003 - December 2007
IBM Global Services August 2000 - May 2002
Merrill Lynch 1999 - 1999
Skills
XML, Web Applications, Enterprise Software, SQL, Software Documentation, Visio, Oracle, SharePoint, Requirements Analysis, JavaScript, Business Analysis, System Administration, HTML, Java, Business Intelligence, Agile Methodologies, Software Design, Software Project..., Troubleshooting, Project Management, Analysis, Weblogic, MS Project, System Deployment, Software Development, Integration, Testing, Quality Assurance, Project Planning, Disaster Recovery, Business Process, Management, Databases, Certified Scrum Master..., PMP, Program Management, Information Technology, Team Leadership, Product Management, Strategy, Business Partner..., Vendor Management, Scrum
Education
The University of New Mexico 2003 — 2007
MA, Economics and Water Management
The University of New Mexico 1995 — 1999
BUS, Economics and Computer Science
Greg Ehlers's Merrill Lynch Experience 1996 - 1998
Job Head of Business Development at Round Table Investment Management Company
Industry Financial Services
Experience
Round Table Investment Management Company March 2014 - Present
Rareview Macro LLC May 2013 - Present
Navigate Advisors LLC September 2007 - May 2013
UBS Investment Bank January 2000 - January 2007
Gelber Group LLC 1998 - 2000
Merrill Lynch 1996 - 1998
Bankers Trust 1988 - 1996
Skills
Hedge Funds, Economics, Fixed Income, Equities, Equity Derivatives, Foreign Exchange, Commodity Markets, Investment Strategies, Trading, Portfolio Management, Central Banks, Mutual Funds, Family Office, Pension Funds, Investment Advisory, Interest Rate..., FX Derivatives, Model Portfolios
Education
The University of Montana - School of Business Administration 1982 — 1987
BS in Finance and Economics
Round Table Investment Management Company March 2014 - Present
Rareview Macro LLC May 2013 - Present
Navigate Advisors LLC September 2007 - May 2013
UBS Investment Bank January 2000 - January 2007
Gelber Group LLC 1998 - 2000
Merrill Lynch 1996 - 1998
Bankers Trust 1988 - 1996
Skills
Hedge Funds, Economics, Fixed Income, Equities, Equity Derivatives, Foreign Exchange, Commodity Markets, Investment Strategies, Trading, Portfolio Management, Central Banks, Mutual Funds, Family Office, Pension Funds, Investment Advisory, Interest Rate..., FX Derivatives, Model Portfolios
Education
The University of Montana - School of Business Administration 1982 — 1987
BS in Finance and Economics
Laurie DeGraaf, CTP's Merrill Lynch Experience December 1999 - November 2002
Job Treasury Technology & Projects
Industry Financial Services
Experience
Western Union October 2011 - Present
Western Union October 2006 - October 2011
First Data Corporation May 2003 - September 2006
Merrill Lynch December 1999 - November 2002
Midland Loan Services October 1996 - November 1999
Skills
Treasury, Cash Management, Payments, Treasury Management, Risk Management, Financial Services, Management, Financial Risk, Business Analysis
Education
University of Nebraska at Omaha 1993 — 1996
BS, Business Administration - Major in Accounting
The University of Kansas 1991 — 1993
Western Union October 2011 - Present
Western Union October 2006 - October 2011
First Data Corporation May 2003 - September 2006
Merrill Lynch December 1999 - November 2002
Midland Loan Services October 1996 - November 1999
Skills
Treasury, Cash Management, Payments, Treasury Management, Risk Management, Financial Services, Management, Financial Risk, Business Analysis
Education
University of Nebraska at Omaha 1993 — 1996
BS, Business Administration - Major in Accounting
The University of Kansas 1991 — 1993
Leslie Manthei's Merrill Lynch Experience May 2005 - December 2010
Job Public Relations Manager at Sam M. Walton College of Business, University of Arkansas
Industry Higher Education
Experience
Sam M. Walton College of Business, University of Arkansas March 2011 - Present
Merrill Lynch May 2005 - December 2010
Pennington & Company 2003 - 2004
Skills
Series 7, Event Planning, Strategic Communications, Nonprofits, Public Relations, Fundraising
Education
University of Kansas 1995 — 2000
Bachelor of Arts, Political Science
Sam M. Walton College of Business, University of Arkansas March 2011 - Present
Merrill Lynch May 2005 - December 2010
Pennington & Company 2003 - 2004
Skills
Series 7, Event Planning, Strategic Communications, Nonprofits, Public Relations, Fundraising
Education
University of Kansas 1995 — 2000
Bachelor of Arts, Political Science
Jeffery Hamilton's Merrill Lynch Experience January 2006 - October 2013
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS October 2013 - Present
Merrill Lynch January 2006 - October 2013
Skills
Alternative Investments, Uniform Combined State..., Portfolio Management, Equities, Finance, Investments, Managing Accounts, Financial Planning, Fixed Income
Education
University of Kansas 1988 — 1992
Bachelor of Arts (B.A.), Economics
Washburn High School 1985 — 1988
UBS October 2013 - Present
Merrill Lynch January 2006 - October 2013
Skills
Alternative Investments, Uniform Combined State..., Portfolio Management, Equities, Finance, Investments, Managing Accounts, Financial Planning, Fixed Income
Education
University of Kansas 1988 — 1992
Bachelor of Arts (B.A.), Economics
Washburn High School 1985 — 1988
Nathan Kurita, CFA's Merrill Lynch Experience November 2011 - Present
Job Financial Advisor / Portfolio Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2011 - Present
Penn Capital Management August 2008 - May 2010
Bear Stearns April 2006 - June 2008
Skills
Portfolio Management, Equities
Education
The University of Memphis 1995 — 1999
BBA, Finance
Merrill Lynch November 2011 - Present
Penn Capital Management August 2008 - May 2010
Bear Stearns April 2006 - June 2008
Skills
Portfolio Management, Equities
Education
The University of Memphis 1995 — 1999
BBA, Finance
Ian Cheung's Merrill Lynch Experience DirectorCalyon1994 - 2007
Job Director at Merrill Lynch
Industry Legal Services
Experience
Merrill Lynch DirectorCalyon1994 - 2007
Education
The University of Manchester 1985 — 1987
DBS
Merrill Lynch DirectorCalyon1994 - 2007
Education
The University of Manchester 1985 — 1987
DBS
Anne Marie Forbes's Merrill Lynch Experience January 2008 - May 2010
Job Senior Director, Chapter Relations at Alzheimer's Association
Industry Nonprofit Organization Management
Experience
Alzheimer's Association June 2010 - Present
Merrill Lynch January 2008 - May 2010
National MS Society June 1994 - September 2007
National MS Society June 1991 - May 1994
National MS Society: Mid America Chapter July 1988 - May 1991
Education
The University of Kansas 1983 — 1988
Alzheimer's Association June 2010 - Present
Merrill Lynch January 2008 - May 2010
National MS Society June 1994 - September 2007
National MS Society June 1991 - May 1994
National MS Society: Mid America Chapter July 1988 - May 1991
Education
The University of Kansas 1983 — 1988
Sheryl Goretskie's Merrill Lynch Experience October 2005 - August 2008
Job Documentation Manager
Industry Financial Services
Experience
Archer Daniels Midland Company June 2014 - Present
Jefferies LLC October 2012 - November 2013
MF Global Inc. August 2008 - November 2011
Merrill Lynch October 2005 - August 2008
Positive Paws Dog July 2004 - December 2005
Goodwill Industries November 2001 - July 2004
Education
The University of Kansas 1995 — 1999
William Rainey Harper Community College
American Sign Language Interpreting
Archer Daniels Midland Company June 2014 - Present
Jefferies LLC October 2012 - November 2013
MF Global Inc. August 2008 - November 2011
Merrill Lynch October 2005 - August 2008
Positive Paws Dog July 2004 - December 2005
Goodwill Industries November 2001 - July 2004
Education
The University of Kansas 1995 — 1999
William Rainey Harper Community College
American Sign Language Interpreting
Caroline Galbraith's Merrill Lynch Experience 2004 - 2007
Job Financial Advisor at HawsGoodwin Financial
Industry Financial Services
Experience
HawsGoodwin Financial May 2015 - Present
SunTrust Investment Services, Inc February 2007 - May 2015
Merrill Lynch 2004 - 2007
Education
The University of Memphis
Bachelor of Science, Marketing
HawsGoodwin Financial May 2015 - Present
SunTrust Investment Services, Inc February 2007 - May 2015
Merrill Lynch 2004 - 2007
Education
The University of Memphis
Bachelor of Science, Marketing
Billy Gupton's Merrill Lynch Experience August 2007 - Present
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
State of New Mexico January 2007 - July 2007
College Republican National Committee 2006 - 2006
Skills
Estate Planning, Fundraising, Public Speaking, Strategic Planning, Finance, Marketing, Financial Analysis, Team Building, Entrepreneurship, Leadership, Business Strategy, Small Business, Time Management, Nonprofits, Customer Service, Business Development, Social Media Marketing, Sales, Budgets, Investments, Strategic Financial..., Social Networking, Process Improvement, IRAs, Marketing Strategy, Social Media, Public Relations, Series 7, Insurance, Retirement Planning, Business Planning, 401k, Series 63, Wealth Management, Financial Planning
Education
The University of New Mexico 2001 — 2006
BA, Political Science
Merrill Lynch August 2007 - Present
State of New Mexico January 2007 - July 2007
College Republican National Committee 2006 - 2006
Skills
Estate Planning, Fundraising, Public Speaking, Strategic Planning, Finance, Marketing, Financial Analysis, Team Building, Entrepreneurship, Leadership, Business Strategy, Small Business, Time Management, Nonprofits, Customer Service, Business Development, Social Media Marketing, Sales, Budgets, Investments, Strategic Financial..., Social Networking, Process Improvement, IRAs, Marketing Strategy, Social Media, Public Relations, Series 7, Insurance, Retirement Planning, Business Planning, 401k, Series 63, Wealth Management, Financial Planning
Education
The University of New Mexico 2001 — 2006
BA, Political Science
John Tuten's Merrill Lynch Experience 1993 - 1994
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock January 2011 - Present
Donovan Data Systems September 2007 - January 2011
Goldman Sachs April 2000 - August 2007
Altria 1996 - 1999
Merrill Lynch 1993 - 1994
Skills
Agile Methodologies
Education
City University, London 1987 — 1989
MS, Computer Science
The University of Manchester 1980 — 1983
BS, Electrical Engineering
BlackRock January 2011 - Present
Donovan Data Systems September 2007 - January 2011
Goldman Sachs April 2000 - August 2007
Altria 1996 - 1999
Merrill Lynch 1993 - 1994
Skills
Agile Methodologies
Education
City University, London 1987 — 1989
MS, Computer Science
The University of Manchester 1980 — 1983
BS, Electrical Engineering
Sandra Hagen's Merrill Lynch Experience November 2007 - January 2009
Job RN at Wake Forest Baptist Health
Industry Hospital & Health Care
Experience
Brenner Children's Hospital/Wake Forest Baptist Health October 2012 - Present
Duquesne University August 2011 - Present
Sandra Hagen January 2010 - February 2012
Parrish Pulleyn and Young February 2009 - December 2009
Parrish Pulleyn and Young February 2009 - December 2009
Merrill Lynch November 2007 - January 2009
Curves of NW Raleigh April 2002 - December 2007
Curves of NW April 2002 - December 2007
Spring Institute for Intercultural Learning January 1998 - January 1999
Skills
Leadership, Long-term Care, Training, Business Development, Marketing, Public Speaking, Customer Service
Education
Duquesne University 2011 — 2012
BSN, Registered Nursing/Registered Nurse
University of Denver 1993 — 1996
M.A., International Studies
The University of New Mexico 1989 — 1990
b.s., international business and marketing
University of Minnesota-Twin Cities 1985 — 1988
languages, communications
Brenner Children's Hospital/Wake Forest Baptist Health October 2012 - Present
Duquesne University August 2011 - Present
Sandra Hagen January 2010 - February 2012
Parrish Pulleyn and Young February 2009 - December 2009
Parrish Pulleyn and Young February 2009 - December 2009
Merrill Lynch November 2007 - January 2009
Curves of NW Raleigh April 2002 - December 2007
Curves of NW April 2002 - December 2007
Spring Institute for Intercultural Learning January 1998 - January 1999
Skills
Leadership, Long-term Care, Training, Business Development, Marketing, Public Speaking, Customer Service
Education
Duquesne University 2011 — 2012
BSN, Registered Nursing/Registered Nurse
University of Denver 1993 — 1996
M.A., International Studies
The University of New Mexico 1989 — 1990
b.s., international business and marketing
University of Minnesota-Twin Cities 1985 — 1988
languages, communications
Joe Carraro's Merrill Lynch Experience January 1972 - January 1976
Job CREATIVE WRITER
Industry International Trade and Development
Experience
JOE CARRARO PhD January 2010 - Present
Carraro and Associates January 1995 - Present
New Mexico State Senate January 1985 - January 2009
Merrill Lynch January 1972 - January 1976
Skills
Media Relations, Strategic Planning, Social Media, Editing, Public Policy, Public Speaking, Government, Non-profits, Advertising, Speech Writing, Fundraising, Online Advertising, Economic Development, Volunteer Management, Community Development, Nonprofits, Organizational..., Political Campaigns, Legislative Relations, Politics, Policy, Policy Analysis, Community Outreach, Research, Grant Writing, Grants, Proposal Writing, Strategic Communications, Event Planning, Social Networking, Corporate Communications, Program Development, Entrepreneurship, Leadership, Program Management, International Relations, Public Affairs, Marketing, Budgets, Corporate Social..., Marketing Communications
Education
The University of New Mexico - Robert O. Anderson School of Management 1979 — 1984
MBA, Post-Masters, Business Administration and Management, General
New York Institute of Finance
Finance, Finance and Financial Management Services
The University of New Mexico
BA,MBA,PhD, Political Science, Business Management, Organizational and Human Behavior
JOE CARRARO PhD January 2010 - Present
Carraro and Associates January 1995 - Present
New Mexico State Senate January 1985 - January 2009
Merrill Lynch January 1972 - January 1976
Skills
Media Relations, Strategic Planning, Social Media, Editing, Public Policy, Public Speaking, Government, Non-profits, Advertising, Speech Writing, Fundraising, Online Advertising, Economic Development, Volunteer Management, Community Development, Nonprofits, Organizational..., Political Campaigns, Legislative Relations, Politics, Policy, Policy Analysis, Community Outreach, Research, Grant Writing, Grants, Proposal Writing, Strategic Communications, Event Planning, Social Networking, Corporate Communications, Program Development, Entrepreneurship, Leadership, Program Management, International Relations, Public Affairs, Marketing, Budgets, Corporate Social..., Marketing Communications
Education
The University of New Mexico - Robert O. Anderson School of Management 1979 — 1984
MBA, Post-Masters, Business Administration and Management, General
New York Institute of Finance
Finance, Finance and Financial Management Services
The University of New Mexico
BA,MBA,PhD, Political Science, Business Management, Organizational and Human Behavior
David Jeanty's Merrill Lynch Experience April 2006 - April 2007
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
Wellbridge November 2013 - Present
Wells Fargo Advisors May 2012 - November 2012
Commerce Bank July 2008 - April 2012
Merrill Lynch April 2006 - April 2007
Commerce Bank January 1999 - April 2006
Skills
Consumer Lending, Commercial Banking, Lines Of Credit, Banking, Customer Service, Loans, Microsoft Excel, Small Business Lending
Education
University of Kansas 1986 — 1988
Wellbridge November 2013 - Present
Wells Fargo Advisors May 2012 - November 2012
Commerce Bank July 2008 - April 2012
Merrill Lynch April 2006 - April 2007
Commerce Bank January 1999 - April 2006
Skills
Consumer Lending, Commercial Banking, Lines Of Credit, Banking, Customer Service, Loans, Microsoft Excel, Small Business Lending
Education
University of Kansas 1986 — 1988
James L Purdy's Merrill Lynch Experience May 2000 - November 2002
Job Investments, Propety Management, Real Estate and Vacation Planning
Industry Investment Management
Experience
Gillespie Agency January 2012 - Present
Purdy Investments, LLP November 2002 - Present
Freedom Investors Corp. August 2014 - Present
Cascade School District - Montana December 2010 - May 2015
Merrimac Corporate Securities. Inc. November 2010 - December 2014
Merrill Lynch May 2000 - November 2002
D A Davidson & Company April 1988 - May 2000
First Bank October 1980 - April 1988
Bank Of Montana August 1973 - October 1980
Skills
Securities License -..., Montana Real Estate..., Montana Property..., Montana Life Insurance..., Series 7, Financial Services, Strategic Financial..., Wealth Management, Series 63, Commercial Real Estate, Mutual Funds, Alternative Investments, Mergers & Acquisitions, Commercial Lending, Series 65, Risk Management, Finance, Property Management, Valuation, Commercial Banking, Portfolio Management, Financial Analysis, Management, Loans, Mortgage Lending, Estate Planning, Financial Planning
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Securities Industry Certificate, Securities Industry Institute
University of Washington 1978 — 1980
Banking Certificate, Pacific Coast Banking School
The University of Montana School of Law 1970 — 1971
Attended, Law
The University of Montana - School of Business Administration 1966 — 1970
B.S. / B.A., Business - Finance / Political Science
Gillespie Agency January 2012 - Present
Purdy Investments, LLP November 2002 - Present
Freedom Investors Corp. August 2014 - Present
Cascade School District - Montana December 2010 - May 2015
Merrimac Corporate Securities. Inc. November 2010 - December 2014
Merrill Lynch May 2000 - November 2002
D A Davidson & Company April 1988 - May 2000
First Bank October 1980 - April 1988
Bank Of Montana August 1973 - October 1980
Skills
Securities License -..., Montana Real Estate..., Montana Property..., Montana Life Insurance..., Series 7, Financial Services, Strategic Financial..., Wealth Management, Series 63, Commercial Real Estate, Mutual Funds, Alternative Investments, Mergers & Acquisitions, Commercial Lending, Series 65, Risk Management, Finance, Property Management, Valuation, Commercial Banking, Portfolio Management, Financial Analysis, Management, Loans, Mortgage Lending, Estate Planning, Financial Planning
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Securities Industry Certificate, Securities Industry Institute
University of Washington 1978 — 1980
Banking Certificate, Pacific Coast Banking School
The University of Montana School of Law 1970 — 1971
Attended, Law
The University of Montana - School of Business Administration 1966 — 1970
B.S. / B.A., Business - Finance / Political Science
Steven St. Peter's Merrill Lynch Experience 1989 - 1991
Job President & CEO, Aratana Therapeutics
Industry Pharmaceuticals
Experience
Aratana Therapeutics Inc May 2012 - Present
MPM Capital January 2004 - May 2012
Apax Partners 2001 - 2003
The Carlyle Group 1999 - 2001
Merrill Lynch 1989 - 1991
Skills
Venture Capital, Private Equity, Corporate Development, Due Diligence, Growth Capital, Deal Sourcing, Mergers, Start-ups, LBO, Mezzanine, Investments, Buyouts, Valuation, Investment Banking, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance, Healthcare Mangement
Washington University in St. Louis 1991 — 1995
MD, Medicine
The University of Kansas 1985 — 1989
BA, Chemistry
Aratana Therapeutics Inc May 2012 - Present
MPM Capital January 2004 - May 2012
Apax Partners 2001 - 2003
The Carlyle Group 1999 - 2001
Merrill Lynch 1989 - 1991
Skills
Venture Capital, Private Equity, Corporate Development, Due Diligence, Growth Capital, Deal Sourcing, Mergers, Start-ups, LBO, Mezzanine, Investments, Buyouts, Valuation, Investment Banking, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance, Healthcare Mangement
Washington University in St. Louis 1991 — 1995
MD, Medicine
The University of Kansas 1985 — 1989
BA, Chemistry
Matt Keel's Merrill Lynch Experience May 2000 - December 2000
Job Compliance Officer, Futures and FOREX at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Susquehanna International Group, LLP (SIG) February 2014 - January 2015
E*TRADE Financial February 2013 - February 2014
E*TRADE Financial Corporation April 2008 - February 2013
Sentinel Management Group, Inc January 2006 - September 2007
Financial Industry Regulatory Authority (FINRA) December 2000 - January 2006
Merrill Lynch May 2000 - December 2000
Skills
Securities, Series 7, FINRA, Series 24, Equities, Series 63, AML, Mutual Funds, Fixed Income, Trading, Options, Capital Markets, Investments, Investment Advisory, Hedge Funds, Financial Markets, Risk Management, Equity Trading, Financial Risk, Asset Management
Education
The University of Kansas
BS, Business
E*TRADE Financial Corporation May 2015 - Present
Susquehanna International Group, LLP (SIG) February 2014 - January 2015
E*TRADE Financial February 2013 - February 2014
E*TRADE Financial Corporation April 2008 - February 2013
Sentinel Management Group, Inc January 2006 - September 2007
Financial Industry Regulatory Authority (FINRA) December 2000 - January 2006
Merrill Lynch May 2000 - December 2000
Skills
Securities, Series 7, FINRA, Series 24, Equities, Series 63, AML, Mutual Funds, Fixed Income, Trading, Options, Capital Markets, Investments, Investment Advisory, Hedge Funds, Financial Markets, Risk Management, Equity Trading, Financial Risk, Asset Management
Education
The University of Kansas
BS, Business
Paul Gregory's Merrill Lynch Experience August 2005 - August 2007
Job Chief Revenue Officer at Corvisa
Industry Telecommunications
Experience
Corvisa October 2012 - Present
Novation Companies May 2012 - October 2012
Five Elms Capital December 2008 - May 2012
Merrill Lynch August 2005 - August 2007
Education
University of Kansas - Graduate School of Business 2007 — 2008
MBA, Finance, Highest Distinction
University of Kansas 2001 — 2005
B.S., Accounting
Corvisa October 2012 - Present
Novation Companies May 2012 - October 2012
Five Elms Capital December 2008 - May 2012
Merrill Lynch August 2005 - August 2007
Education
University of Kansas - Graduate School of Business 2007 — 2008
MBA, Finance, Highest Distinction
University of Kansas 2001 — 2005
B.S., Accounting
Michael Calloway's Merrill Lynch Experience May 2011 - January 2013
Job Financial Advisor
Industry Investment Management
Experience
Gar Wood Securities, LLC August 2015 - Present
Park Avenue Securities August 2014 - January 2015
Quasar Trading October 2013 - August 2014
Merrill Lynch May 2011 - January 2013
Independent Derivatives and Futures Trader 2008 - 2011
Lincoln Investment Planning 2007 - 2008
Independent Futures and Derivatives 1998 - 2006
Skills
Investment Advisory, Capital Markets, Bloomberg, Investment Strategies, Wealth Management, Uniform Combined State..., Investments, Mutual Funds, Asset Management, Series 7, Retirement, Alternative Investments, Series 63, Retirement Planning, Emerging Markets, IRAs, Series 65, Fixed Annuities, Portfolio Management, Estate Planning
Education
The University of Kansas 1983 — 1990
Bachelor of General Studies, Liberal Arts and Sciences, General Studies and Humanities
University of Kansas 1983 — 1990
BGS, Liberal Arts and Sciences/Liberal Studies
Gar Wood Securities, LLC August 2015 - Present
Park Avenue Securities August 2014 - January 2015
Quasar Trading October 2013 - August 2014
Merrill Lynch May 2011 - January 2013
Independent Derivatives and Futures Trader 2008 - 2011
Lincoln Investment Planning 2007 - 2008
Independent Futures and Derivatives 1998 - 2006
Skills
Investment Advisory, Capital Markets, Bloomberg, Investment Strategies, Wealth Management, Uniform Combined State..., Investments, Mutual Funds, Asset Management, Series 7, Retirement, Alternative Investments, Series 63, Retirement Planning, Emerging Markets, IRAs, Series 65, Fixed Annuities, Portfolio Management, Estate Planning
Education
The University of Kansas 1983 — 1990
Bachelor of General Studies, Liberal Arts and Sciences, General Studies and Humanities
University of Kansas 1983 — 1990
BGS, Liberal Arts and Sciences/Liberal Studies
Jeff Hamm's Merrill Lynch Experience June 2000 - March 2001
Job Senior Financial Analyst Fred's Pharmacy
Industry Hospital & Health Care
Experience
Fred's Inc. July 2015 - Present
Accredo - An Express Scripts Company February 2014 - July 2015
Accredo Healthcare - An Express Scripts Company (contracted through Randstad) March 2011 - February 2014
Schering-Plough/Merck & Co. (contracted through Spherion Corp) December 2009 - January 2011
Evolve Bank & Trust March 2007 - October 2009
Robert Half International June 2006 - March 2007
First Mercantile February 2004 - June 2006
Commerce Capital Management, Inc August 2001 - November 2003
Merrill Lynch June 2000 - March 2001
Skills
Management, Analysis, Access, Microsoft Excel, SAP, Process Improvement, Accounting, Financial Analysis, Microsoft Office, Financial Modeling, Business Analysis, Investments, Microsoft Office..., Business Intelligence, Cash, Visio, Portfolio Management, SharePoint, Microsoft Access, Sungard, cash reconciliation, Variance Analysis, Account Reconciliation, Data Analysis, PowerPoint, SAS
Education
The University of Memphis
Bachelor, Business Administration; Financial Services
The University of Memphis
Fred's Inc. July 2015 - Present
Accredo - An Express Scripts Company February 2014 - July 2015
Accredo Healthcare - An Express Scripts Company (contracted through Randstad) March 2011 - February 2014
Schering-Plough/Merck & Co. (contracted through Spherion Corp) December 2009 - January 2011
Evolve Bank & Trust March 2007 - October 2009
Robert Half International June 2006 - March 2007
First Mercantile February 2004 - June 2006
Commerce Capital Management, Inc August 2001 - November 2003
Merrill Lynch June 2000 - March 2001
Skills
Management, Analysis, Access, Microsoft Excel, SAP, Process Improvement, Accounting, Financial Analysis, Microsoft Office, Financial Modeling, Business Analysis, Investments, Microsoft Office..., Business Intelligence, Cash, Visio, Portfolio Management, SharePoint, Microsoft Access, Sungard, cash reconciliation, Variance Analysis, Account Reconciliation, Data Analysis, PowerPoint, SAS
Education
The University of Memphis
Bachelor, Business Administration; Financial Services
The University of Memphis
Karan Manwani's Merrill Lynch Experience July 2006 - February 2009
Job Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch February 2009 - February 2012
Merrill Lynch July 2006 - February 2009
Merrill Lynch June 2005 - August 2005
Education
The University of Kansas 2003 — 2006
BS, Business- Accounting
Bank of America Merrill Lynch February 2012 - Present
Bank of America Merrill Lynch February 2009 - February 2012
Merrill Lynch July 2006 - February 2009
Merrill Lynch June 2005 - August 2005
Education
The University of Kansas 2003 — 2006
BS, Business- Accounting
Lisa Travis Galliano, LPC-MHSP, NCC, MS, BS's Merrill Lynch Experience June 1983 - April 1987
Job Licensed Professional Counselor, TN at Self Employed
Industry Mental Health Care
Experience
Self Employed June 2014 - Present
The Transformation Center 2012 - Present
Self Employed, Private Practice May 2000 - June 2014
Lakeside Behavioral Health System Hospital May 2000 - May 2014
Morgan Keegan and Company July 1988 - September 1991
McVean Trading Company April 1987 - June 1988
Merrill Lynch June 1983 - April 1987
Skills
Psychotherapy, Mental Health Counseling, CBT, Behavioral Health, Dual Diagnosis, Group Therapy, Trauma Therapy, Post Traumatic Stress, EMDR, Community Outreach, Adolescents, Psychology, Crisis Intervention, Anger Management, Treatment, Public Speaking
Education
The University of Memphis 1996 — 2000
Master’s Degree, Community Agency Counseling
The University of Memphis 1992 — 1994
Bachelor’s Degree, Psychology, Graduated Magna Cum Laude
Self Employed June 2014 - Present
The Transformation Center 2012 - Present
Self Employed, Private Practice May 2000 - June 2014
Lakeside Behavioral Health System Hospital May 2000 - May 2014
Morgan Keegan and Company July 1988 - September 1991
McVean Trading Company April 1987 - June 1988
Merrill Lynch June 1983 - April 1987
Skills
Psychotherapy, Mental Health Counseling, CBT, Behavioral Health, Dual Diagnosis, Group Therapy, Trauma Therapy, Post Traumatic Stress, EMDR, Community Outreach, Adolescents, Psychology, Crisis Intervention, Anger Management, Treatment, Public Speaking
Education
The University of Memphis 1996 — 2000
Master’s Degree, Community Agency Counseling
The University of Memphis 1992 — 1994
Bachelor’s Degree, Psychology, Graduated Magna Cum Laude
Chad Troester's Merrill Lynch Experience October 2009 - Present
Job Electronic Communications Compliance at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch October 2009 - Present
Merrill Lynch March 2008 - October 2009
Merrill Lynch June 2005 - March 2008
Merrill Lynch FDS November 2003 - June 2005
Merrill Lynch FDS September 2002 - November 2003
Merrill Lynch FDS October 2001 - September 2002
Education
University of Nebraska
Bachelor of Science Degree, Business Administration; Finance and Accounting
The University of Kansas
Merrill Lynch October 2009 - Present
Merrill Lynch March 2008 - October 2009
Merrill Lynch June 2005 - March 2008
Merrill Lynch FDS November 2003 - June 2005
Merrill Lynch FDS September 2002 - November 2003
Merrill Lynch FDS October 2001 - September 2002
Education
University of Nebraska
Bachelor of Science Degree, Business Administration; Finance and Accounting
The University of Kansas
Mike Rome's Merrill Lynch Experience April 1987 - October 1991
Job CEO and Principal at Texan Capital
Industry Investment Management
Experience
Texan Capital August 2013 - Present
Memorial Capital Partners January 2012 - Present
Bridgeway Capital Management December 2002 - May 2013
Invesco Aim November 1996 - March 2002
Oppenheimer & Co. November 1994 - October 1996
Kidder Peabody November 1991 - October 1994
Merrill Lynch April 1987 - October 1991
Texas Commerce Bank 1980 - 1987
Skills
Strategic Planning, Investments, Equities, Trading, Portfolio Management, Private Equity, Mutual Funds, Mergers, Due Diligence, Business Development, Asset Managment, New Business Development, Risk Management, Wealth Management, Hedge Funds, Business Strategy, Separately Managed..., Financial Analysis, Corporate Finance, Recruiting
Education
University of Kansas 1971 — 1976
BA, College of Liberal Arts and Sciences
Shawnee Mission North High School 1969 — 1971
Texan Capital August 2013 - Present
Memorial Capital Partners January 2012 - Present
Bridgeway Capital Management December 2002 - May 2013
Invesco Aim November 1996 - March 2002
Oppenheimer & Co. November 1994 - October 1996
Kidder Peabody November 1991 - October 1994
Merrill Lynch April 1987 - October 1991
Texas Commerce Bank 1980 - 1987
Skills
Strategic Planning, Investments, Equities, Trading, Portfolio Management, Private Equity, Mutual Funds, Mergers, Due Diligence, Business Development, Asset Managment, New Business Development, Risk Management, Wealth Management, Hedge Funds, Business Strategy, Separately Managed..., Financial Analysis, Corporate Finance, Recruiting
Education
University of Kansas 1971 — 1976
BA, College of Liberal Arts and Sciences
Shawnee Mission North High School 1969 — 1971
Scott Schoenfeld, CIMA®'s Merrill Lynch Experience January 2008 - July 2012
Job Regional Vice President/External Wholesaler at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management July 2015 - Present
Ivy Funds January 2014 - July 2015
Morgan Stanley Smith Barney August 2012 - January 2014
Merrill Lynch January 2008 - July 2012
Education
University of Kansas 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Voya Investment Management July 2015 - Present
Ivy Funds January 2014 - July 2015
Morgan Stanley Smith Barney August 2012 - January 2014
Merrill Lynch January 2008 - July 2012
Education
University of Kansas 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Kent Rains's Merrill Lynch Experience 1996 - May 2010
Job Senior Managing Director, Rains, Purinton and Babcock Wealth Management
Industry Investment Management
Experience
Rains, Purinton and Babock Wealth Management May 2010 - Present
Merrill Lynch 1996 - May 2010
Equitable Life 1994 - 1996
Skills
Securities, Financial Advisory, Finance, Financial Services, Series 7, Alternative Investments, Mutual Funds, Investments, Asset Management, Wealth Management, Asset Allocation, Portfolio Management
Education
The University of Kansas 1989 — 1993
Bachelors, Economics
Rains, Purinton and Babock Wealth Management May 2010 - Present
Merrill Lynch 1996 - May 2010
Equitable Life 1994 - 1996
Skills
Securities, Financial Advisory, Finance, Financial Services, Series 7, Alternative Investments, Mutual Funds, Investments, Asset Management, Wealth Management, Asset Allocation, Portfolio Management
Education
The University of Kansas 1989 — 1993
Bachelors, Economics
Abdurrahman (Al) Naser's Merrill Lynch Experience 1994 - 1998
Job Vice President at Hurwitz Investments, INC.
Industry Financial Services
Experience
Hurwitz Associates, Inc. June 2012 - Present
Wunderlich Securities September 2002 - June 2012
Wunderlich Securities September 2002 - June 2012
Wachovia Securities Financial Network 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Asset Allocation, Financial Analysis, IRAs, Investments, Mutual Funds, FINRA, Finance
Education
University of Kansas 1980 — 1981
MBA, Finance / Investment
University of Kansas 1975 — 1981
BS in Mechanical Engineering/ MBA, Modern Portfolio Theory.
University of Kansas 1975 — 1980
Bachelor of Science (BS), Mechanical Engineering
Hurwitz Associates, Inc. June 2012 - Present
Wunderlich Securities September 2002 - June 2012
Wunderlich Securities September 2002 - June 2012
Wachovia Securities Financial Network 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Asset Allocation, Financial Analysis, IRAs, Investments, Mutual Funds, FINRA, Finance
Education
University of Kansas 1980 — 1981
MBA, Finance / Investment
University of Kansas 1975 — 1981
BS in Mechanical Engineering/ MBA, Modern Portfolio Theory.
University of Kansas 1975 — 1980
Bachelor of Science (BS), Mechanical Engineering
Kevin Klaboe's Merrill Lynch Experience May 2010 - February 2012
Job Territory Manager at Stryker
Industry Medical Devices
Experience
Stryker January 2015 - Present
Merrill Lynch May 2010 - February 2012
Skills
Investments, Leadership, Microsoft Office, Customer Service, Marketing Strategy, Financial Analysis
Education
The University of Montana - School of Business Administration 2005 — 2010
Finance, Economics
Stryker January 2015 - Present
Merrill Lynch May 2010 - February 2012
Skills
Investments, Leadership, Microsoft Office, Customer Service, Marketing Strategy, Financial Analysis
Education
The University of Montana - School of Business Administration 2005 — 2010
Finance, Economics
Yvette Hamilton's Merrill Lynch Experience 2001 - 2002
Job Director of Corporate Responsibility at Direct Energy
Industry Oil & Energy
Experience
Direct Energy October 2010 - Present
Direct Energy 2008 - 2010
PRSA Houston 2007 - 2009
Direct Energy July 2007 - April 2008
New Mexico Office of the State Engineer and Interstate Stream Commission 2002 - 2006
Merrill Lynch 2001 - 2002
Citi 2000 - 2001
Education
The University of New Mexico 1999 — 2003
Bachelor of Arts, Journalism/Public Relations/Political Science
Direct Energy October 2010 - Present
Direct Energy 2008 - 2010
PRSA Houston 2007 - 2009
Direct Energy July 2007 - April 2008
New Mexico Office of the State Engineer and Interstate Stream Commission 2002 - 2006
Merrill Lynch 2001 - 2002
Citi 2000 - 2001
Education
The University of New Mexico 1999 — 2003
Bachelor of Arts, Journalism/Public Relations/Political Science
Benjamin Pofcher's Merrill Lynch Experience June 2007 - August 2007
Job Licensed Real Estate Salesperson at Sotheby's International Realty
Industry Marketing and Advertising
Experience
Sotheby's International Realty October 2014 - Present
JB Cumberland PR February 2013 - March 2014
Bodum July 2012 - January 2013
Scout Ventures April 2011 - June 2012
JB Cumberland PR October 2010 - April 2011
Tradition Energy June 2010 - August 2010
Groupe SEB May 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Market Research, Marketing Strategy, Marketing, Strategy, Social Media, Start-ups, Advertising, Business Development, Social Media Marketing, Financial Modeling, Facebook, Sales Management, Email Marketing, Online Advertising, Product Development, Digital Marketing, Product Marketing, Business Planning, Entrepreneurship, Marketing Communications, Sales, Public Relations, Leadership, Press Releases, New Business Development, Management, Brand Management, Integrated Marketing, Brand Development, Account Management, Competitive Analysis, Strategic Planning, Online Marketing, Customer Service, Analysis
Education
New York Real Estate Institute
Licensed Salesperson, Real Estate
The University of Montana - School of Business Administration
Diploma, Marketing/Finance
Sotheby's International Realty October 2014 - Present
JB Cumberland PR February 2013 - March 2014
Bodum July 2012 - January 2013
Scout Ventures April 2011 - June 2012
JB Cumberland PR October 2010 - April 2011
Tradition Energy June 2010 - August 2010
Groupe SEB May 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Market Research, Marketing Strategy, Marketing, Strategy, Social Media, Start-ups, Advertising, Business Development, Social Media Marketing, Financial Modeling, Facebook, Sales Management, Email Marketing, Online Advertising, Product Development, Digital Marketing, Product Marketing, Business Planning, Entrepreneurship, Marketing Communications, Sales, Public Relations, Leadership, Press Releases, New Business Development, Management, Brand Management, Integrated Marketing, Brand Development, Account Management, Competitive Analysis, Strategic Planning, Online Marketing, Customer Service, Analysis
Education
New York Real Estate Institute
Licensed Salesperson, Real Estate
The University of Montana - School of Business Administration
Diploma, Marketing/Finance
Marilyn Buland's Merrill Lynch Experience 1985 - Present
Job Financial Advisor, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1985 - Present
Skills
Wealth Management
Education
University of Kansas, undergrad.
Bachelor of Fine Arts, Bachelor of Arts
University of Tulsa
Master of Arts (M.A.), Masters in Vocal Performance
Merrill Lynch 1985 - Present
Skills
Wealth Management
Education
University of Kansas, undergrad.
Bachelor of Fine Arts, Bachelor of Arts
University of Tulsa
Master of Arts (M.A.), Masters in Vocal Performance
Megan Kuhn's Merrill Lynch Experience 2007 - 2008
Job OB/GYN Resident at University of New Mexico Hospital
Industry Hospital & Health Care
Experience
University of New Mexico Hospital May 2012 - Present
Merrill Lynch 2007 - 2008
Education
The University of New Mexico 2008 — 2012
Doctor of Medicine (M.D.)
Unviersity of Oregon 2001 — 2005
Bachelor of Science (B.S.), Biology
University of New Mexico Hospital May 2012 - Present
Merrill Lynch 2007 - 2008
Education
The University of New Mexico 2008 — 2012
Doctor of Medicine (M.D.)
Unviersity of Oregon 2001 — 2005
Bachelor of Science (B.S.), Biology
Brent Jordan's Merrill Lynch Experience 1999 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1999 - Present
Education
The University of Memphis 1992 — 1995
Merrill Lynch 1999 - Present
Education
The University of Memphis 1992 — 1995
Nicholas Rudh's Merrill Lynch Experience January 2007 - September 2009
Job Owner
Industry Real Estate
Experience
Rudh Group LLC (real estate, online retail and at home financial planning) February 2010 - Present
Merrill Lynch January 2007 - September 2009
Education
The University of North Dakota 2007 — 2011
Bachelor's degree, Business Investment Finance
The University of Montana
none, Business/Commerce, General
Rudh Group LLC (real estate, online retail and at home financial planning) February 2010 - Present
Merrill Lynch January 2007 - September 2009
Education
The University of North Dakota 2007 — 2011
Bachelor's degree, Business Investment Finance
The University of Montana
none, Business/Commerce, General
Jeff Shaffer's Merrill Lynch Experience 2006 - 2008
Job Vice President, Supply & Trading at Par Petroleum
Industry Oil & Energy
Experience
Par Petroleum July 2013 - Present
Multifuels, LP January 2013 - July 2013
Enterprise Products January 2010 - December 2011
Merrill Lynch 2006 - 2008
Koch Industries 1977 - 2004
Skills
Refined Products, Business Strategy, Business Development, Marketing, Trading, Asset Managment, Management, Leadership
Education
University of Kansas
Bachelor's degree
Par Petroleum July 2013 - Present
Multifuels, LP January 2013 - July 2013
Enterprise Products January 2010 - December 2011
Merrill Lynch 2006 - 2008
Koch Industries 1977 - 2004
Skills
Refined Products, Business Strategy, Business Development, Marketing, Trading, Asset Managment, Management, Leadership
Education
University of Kansas
Bachelor's degree
Krista Gates's Merrill Lynch Experience November 2008 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Merrill Lynch 1995 - 2003
Skills
Qualified Retirement..., Retirement Plan..., Non-Qualified Deferred...
Education
University of Kansas 1984 — 1987
Bachelor of Arts (BA), East Asian Languages, Literatures, and Linguistics - Japanese
Great Bend
Merrill Lynch November 2008 - Present
Merrill Lynch 1995 - 2003
Skills
Qualified Retirement..., Retirement Plan..., Non-Qualified Deferred...
Education
University of Kansas 1984 — 1987
Bachelor of Arts (BA), East Asian Languages, Literatures, and Linguistics - Japanese
Great Bend
Montoya David's Merrill Lynch Experience April 2006 - July 2006
Job Sales Manager at Queston Construction
Industry Construction
Experience
Queston Construction July 2006 - Present
Merrill Lynch April 2006 - July 2006
Morgan Stanley April 2005 - April 2006
Skills
Contract Negotiation, Construction Management, Construction, Contractors, Residential Homes, Renovation, Contract Management, Interior Design, Subcontracting, Green Building, Project Estimation, Flooring
Education
The University of New Mexico 1993 — 2003
Bachelor of Arts (BA), History
St. Pius X High School 1992 — 1995
High School Diploma
Queston Construction July 2006 - Present
Merrill Lynch April 2006 - July 2006
Morgan Stanley April 2005 - April 2006
Skills
Contract Negotiation, Construction Management, Construction, Contractors, Residential Homes, Renovation, Contract Management, Interior Design, Subcontracting, Green Building, Project Estimation, Flooring
Education
The University of New Mexico 1993 — 2003
Bachelor of Arts (BA), History
St. Pius X High School 1992 — 1995
High School Diploma
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank