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
Jack Walter Jack Walter's Merrill Lynch Experience May 2014 - August 2014
Job Summer Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors May 2015 - Present
Morgan Stanley August 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Benchmark Bank June 2013 - July 2013
Skills
Corporate Finance, Microsoft Excel, Bloomberg Terminal, Banking, Economics, Microsoft Office, PowerPoint, Research, Microsoft Word, Outlook, Windows, Public Speaking, Financial Analysis, Business Strategy, Social Media, HTML, Market Research, Java
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts, Business/Managerial Economics
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Minor, Finance and Financial Management Services
Dimensional Fund Advisors May 2015 - Present
Morgan Stanley August 2014 - December 2014
Merrill Lynch May 2014 - August 2014
Benchmark Bank June 2013 - July 2013
Skills
Corporate Finance, Microsoft Excel, Bloomberg Terminal, Banking, Economics, Microsoft Office, PowerPoint, Research, Microsoft Word, Outlook, Windows, Public Speaking, Financial Analysis, Business Strategy, Social Media, HTML, Market Research, Java
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts, Business/Managerial Economics
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Minor, Finance and Financial Management Services
Michael Bankowski's Merrill Lynch Experience June 2010 - January 2012
Job Owner/President at Prosperous Healthcare, LLC
Industry Hospital & Health Care
Experience
Prosperous Healthcare, LLC November 2014 - Present
Southridge Healthcare March 2013 - November 2014
Ernst Capital Group January 2012 - March 2013
Merrill Lynch June 2010 - January 2012
Great Western Bank November 2006 - August 2010
Skills
Retirement Planning, 401k Rollovers, Healthcare Management, Healthcare, Long Term Acute Care, Long-term Care, Rehabilitation, Series 7, Banking, Management, Insurance, Strategic Financial..., Team Building
Education
The University of South Dakota 2002 — 2005
Economics
Prosperous Healthcare, LLC November 2014 - Present
Southridge Healthcare March 2013 - November 2014
Ernst Capital Group January 2012 - March 2013
Merrill Lynch June 2010 - January 2012
Great Western Bank November 2006 - August 2010
Skills
Retirement Planning, 401k Rollovers, Healthcare Management, Healthcare, Long Term Acute Care, Long-term Care, Rehabilitation, Series 7, Banking, Management, Insurance, Strategic Financial..., Team Building
Education
The University of South Dakota 2002 — 2005
Economics
G. Michael Reese G. Michael Reese's Merrill Lynch Experience December 2000 - October 2001
Job Contact Center Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments October 2006 - Present
SEI Investments September 2005 - October 2006
SEI Investments September 2004 - September 2005
SEI Investments January 2003 - September 2004
Merrill Lynch December 2000 - October 2001
Adelphia Cable June 1999 - December 2000
North American Credit Services June 1996 - July 1997
North American Credit Services November 1992 - June 1996
Skills
Call Center
Education
The University of Tennessee at Chattanooga 1996 — 1999
Bachelor of Science, Business-Finance
Washington Adventist University 1990 — 1992
Business
SEI Investments October 2006 - Present
SEI Investments September 2005 - October 2006
SEI Investments September 2004 - September 2005
SEI Investments January 2003 - September 2004
Merrill Lynch December 2000 - October 2001
Adelphia Cable June 1999 - December 2000
North American Credit Services June 1996 - July 1997
North American Credit Services November 1992 - June 1996
Skills
Call Center
Education
The University of Tennessee at Chattanooga 1996 — 1999
Bachelor of Science, Business-Finance
Washington Adventist University 1990 — 1992
Business
David A. Squire, CFP® David A. Squire, CFP®'s Merrill Lynch Experience May 2003 - June 2009
Job
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2009 - Present
Merrill Lynch May 2003 - June 2009
UBS Financial Services May 1998 - May 2003
Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Asset Allocation, Investment Strategies, Insurance, Retirement Savings, Risk Management, Strategy, Financial Modeling, Strategic Planning, Estate Investment..., Investment Planning, Retirement
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance
South Garland High School 1984 — 1987
Wells Fargo Advisors, LLC June 2009 - Present
Merrill Lynch May 2003 - June 2009
UBS Financial Services May 1998 - May 2003
Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Asset Allocation, Investment Strategies, Insurance, Retirement Savings, Risk Management, Strategy, Financial Modeling, Strategic Planning, Estate Investment..., Investment Planning, Retirement
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance
South Garland High School 1984 — 1987
Kevin P. Russell Kevin P. Russell's Merrill Lynch Experience June 2014 - August 2014
Job FDP Analyst at Accenture
Industry Financial Services
Experience
Accenture September 2015 - Present
Merrill Lynch June 2014 - August 2014
FreightPros June 2013 - October 2013
The University of Texas at Austin November 2011 - December 2012
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Microsoft Word, Public Speaking, Customer Service
Education
The University of Texas at Austin 2011 — 2015
Bachelor's Degree, Finance
Accenture September 2015 - Present
Merrill Lynch June 2014 - August 2014
FreightPros June 2013 - October 2013
The University of Texas at Austin November 2011 - December 2012
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Microsoft Word, Public Speaking, Customer Service
Education
The University of Texas at Austin 2011 — 2015
Bachelor's Degree, Finance
Jack Huntley Jack Huntley's Merrill Lynch Experience June 2006 - August 2007
Job Application Developer at Blue Cross Blue Shield of Tennessee
Industry Financial Services
Experience
BlueCross BlueShield of Tennessee May 2015 - Present
Wireless Properties August 2013 - May 2015
Jerry Mitchell City Council Campaign January 2013 - March 2013
The Company Lab June 2011 - July 2012
Merrill Lynch June 2006 - August 2007
Skills
Microsoft Office, Research, Data Analysis, Nonprofits, Financial Analysis, Transportation, Financial Accounting, Cognos, SQL, Microsoft SQL Server, WebTrends Analytics, Tealeaf
Education
The University of Tennessee at Chattanooga 2013 — 2015
Master of Business Administration (M.B.A.), Data Modeling/Warehousing and Database Administration, 4.0 GPA
The University of Tennessee 2006 — 2011
Bachelor of Science, Business Administration; Double Major - Logistics and Finance, Minor - International Business
The McCallie School 2000 — 2006
Diploma
BlueCross BlueShield of Tennessee May 2015 - Present
Wireless Properties August 2013 - May 2015
Jerry Mitchell City Council Campaign January 2013 - March 2013
The Company Lab June 2011 - July 2012
Merrill Lynch June 2006 - August 2007
Skills
Microsoft Office, Research, Data Analysis, Nonprofits, Financial Analysis, Transportation, Financial Accounting, Cognos, SQL, Microsoft SQL Server, WebTrends Analytics, Tealeaf
Education
The University of Tennessee at Chattanooga 2013 — 2015
Master of Business Administration (M.B.A.), Data Modeling/Warehousing and Database Administration, 4.0 GPA
The University of Tennessee 2006 — 2011
Bachelor of Science, Business Administration; Double Major - Logistics and Finance, Minor - International Business
The McCallie School 2000 — 2006
Diploma
Cynthia Harris Perazzo Cynthia Harris Perazzo's Merrill Lynch Experience 1992 - 1994
Job SVP Strategy & Business Development Hoag Hospital
Industry Hospital & Health Care
Experience
Hoag Hospital October 2009 - Present
National MS Society January 2013 - Present
Premier, Inc September 2000 - September 2009
nTrusted, Inc. May 1999 - September 2000
Vectis Corp. October 1997 - May 1999
The Boston Consulting Group June 1995 - October 1997
Merrill Lynch 1992 - 1994
Skills
Healthcare Consulting, Nonprofits, Healthcare, Managed Care, Strategic Partnerships, Business Development, Executive Management, Healthcare Information..., Strategic Planning, Corporate Development, Hospitals, Start-ups, Healthcare Management, Leadership, Healthcare Industry, Strategy, Process Improvement, Revenue Cycle, Informatics, Medical Devices, Medicare, EHR, Oncology, Team Building, Wine Tasting, Country Clubs, Leisure Travel, Snacks
Education
Harvard Business School 1994 — 1996
MBA
The University of Texas at Austin 1988 — 1992
BBA, Finance
Hoag Hospital October 2009 - Present
National MS Society January 2013 - Present
Premier, Inc September 2000 - September 2009
nTrusted, Inc. May 1999 - September 2000
Vectis Corp. October 1997 - May 1999
The Boston Consulting Group June 1995 - October 1997
Merrill Lynch 1992 - 1994
Skills
Healthcare Consulting, Nonprofits, Healthcare, Managed Care, Strategic Partnerships, Business Development, Executive Management, Healthcare Information..., Strategic Planning, Corporate Development, Hospitals, Start-ups, Healthcare Management, Leadership, Healthcare Industry, Strategy, Process Improvement, Revenue Cycle, Informatics, Medical Devices, Medicare, EHR, Oncology, Team Building, Wine Tasting, Country Clubs, Leisure Travel, Snacks
Education
Harvard Business School 1994 — 1996
MBA
The University of Texas at Austin 1988 — 1992
BBA, Finance
Malak Garcia Malak Garcia's Merrill Lynch Experience February 2006 - Present
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2006 - Present
Morgan Stanley June 2001 - February 2006
Merrill Lynch February 1999 - June 2001
Skills
Series 7, Uniform Combined State...
Education
The University of Texas at Austin
Merrill Lynch February 2006 - Present
Morgan Stanley June 2001 - February 2006
Merrill Lynch February 1999 - June 2001
Skills
Series 7, Uniform Combined State...
Education
The University of Texas at Austin
Charles Nevle Charles Nevle's Merrill Lynch Experience April 2008 - February 2009
Job Vice President, Analytics at PointLogic Energy, an OPIS Company
Industry Oil & Energy
Experience
PointLogic Energy, an OPIS Company January 2015 - Present
BENTEK Energy March 2013 - January 2015
RBN Energy, LLC November 2012 - February 2013
NiSource February 2009 - November 2012
Merrill Lynch April 2008 - February 2009
Independent Consultant October 2006 - April 2008
Boardwalk Pipeline Partners April 2002 - September 2006
Entergy-Koch Trading 1997 - 2002
Ernst & Young 1993 - 1997
United States Marine Corps 1986 - 1990
Skills
Natural Gas Fundamental..., Natural Gas, Natural Gas Liquids, Commodity Markets, Financial Modeling, Financial Analysis, Process Improvement, Consulting, Education, Presentations, Business Writing, Leadership, Microsoft Excel, Trading, Commodity, Energy Industry, Options, Public Speaking, Valuation, Data Analysis, Analysis, Energy, Risk Management
Education
University of Houston, C.T. Bauer College of Business 1990 — 1993
BBA, Accounting
The University of Texas at Austin 1984 — 1986
Strake Jesuit College Prep 1980 — 1984
Charles Nevle
PointLogic Energy, an OPIS Company January 2015 - Present
BENTEK Energy March 2013 - January 2015
RBN Energy, LLC November 2012 - February 2013
NiSource February 2009 - November 2012
Merrill Lynch April 2008 - February 2009
Independent Consultant October 2006 - April 2008
Boardwalk Pipeline Partners April 2002 - September 2006
Entergy-Koch Trading 1997 - 2002
Ernst & Young 1993 - 1997
United States Marine Corps 1986 - 1990
Skills
Natural Gas Fundamental..., Natural Gas, Natural Gas Liquids, Commodity Markets, Financial Modeling, Financial Analysis, Process Improvement, Consulting, Education, Presentations, Business Writing, Leadership, Microsoft Excel, Trading, Commodity, Energy Industry, Options, Public Speaking, Valuation, Data Analysis, Analysis, Energy, Risk Management
Education
University of Houston, C.T. Bauer College of Business 1990 — 1993
BBA, Accounting
The University of Texas at Austin 1984 — 1986
Strake Jesuit College Prep 1980 — 1984
Charles Nevle
Richard Tschetter Richard Tschetter's Merrill Lynch Experience 1973 - 1978
Job Senior Vice President at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. 2005 - Present
Ragen MacKenzie 1988 - 2005
EF Hutton-Shearson 1978 - 1988
Merrill Lynch 1973 - 1978
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Equities, Series 7
Education
The University of South Dakota
Master of Business Administration (M.B.A.); B.A. Political Science
D.A. Davidson & Co. 2005 - Present
Ragen MacKenzie 1988 - 2005
EF Hutton-Shearson 1978 - 1988
Merrill Lynch 1973 - 1978
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Equities, Series 7
Education
The University of South Dakota
Master of Business Administration (M.B.A.); B.A. Political Science
Charles R. Garcia Jr.'s Merrill Lynch Experience June 2002 - October 2007
Job Lead Business Advisor at USAA
Industry Financial Services
Experience
USAA 2013 - Present
USAA 2011 - 2013
USAA 2010 - 2011
Knight Wealth Management 2007 - 2010
Merrill Lynch June 2002 - October 2007
VALIC 2001 - 2002
VALIC 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Project Management, Vision Creation, Strategic Planning, Wealth Management..., Investment Strategies, Separately Managed..., Holistic Financial..., 529 Plans, ETFs, Business Development, Entrepreneurship, Six Sigma, Financial Advisory, Wealth, Strategy, Financial Services, Portfolio Management, Finance, Management, Leadership, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Retirement, Series 7, Asset Allocation, Series 63, Estate Planning, Investments, Wealth Management, 401k, Securities, Insurance, Financial Planning
Education
William Howard Taft University
Juris Doctor (J.D.), Law
The University of Texas at Austin 2013 — 2013
Innovator Certification Course, Innovation
University of St. Thomas
Certificate of Advanced Education, Financial Planning
University of Houston
BS, Psychology
USAA 2013 - Present
USAA 2011 - 2013
USAA 2010 - 2011
Knight Wealth Management 2007 - 2010
Merrill Lynch June 2002 - October 2007
VALIC 2001 - 2002
VALIC 1999 - 2001
Van Kampen Funds 1997 - 1999
Skills
Project Management, Vision Creation, Strategic Planning, Wealth Management..., Investment Strategies, Separately Managed..., Holistic Financial..., 529 Plans, ETFs, Business Development, Entrepreneurship, Six Sigma, Financial Advisory, Wealth, Strategy, Financial Services, Portfolio Management, Finance, Management, Leadership, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Retirement, Series 7, Asset Allocation, Series 63, Estate Planning, Investments, Wealth Management, 401k, Securities, Insurance, Financial Planning
Education
William Howard Taft University
Juris Doctor (J.D.), Law
The University of Texas at Austin 2013 — 2013
Innovator Certification Course, Innovation
University of St. Thomas
Certificate of Advanced Education, Financial Planning
University of Houston
BS, Psychology
Lamine Zarrad's Merrill Lynch Experience January 2008 - February 2009
Job Bank Examiner, U.S. Department of the Treasury
Industry Banking
Experience
Office of the Comptroller of the Currency June 2014 - Present
Tudor, Pickering, Holt & Co. August 2013 - November 2013
Texas Senate January 2011 - May 2011
Merrill Lynch January 2008 - February 2009
United States Marine Corps October 1998 - April 2005
Skills
Strategic Communications, Analysis, Public Speaking, Community Outreach, Research, Data Analysis, Government, Policy Analysis, Social Media, Equity Trading, Military, Quantitative Research, Strategic Financial..., International Relations, Equity Research, Editing, Public Relations, Financial Analysis, Corporate Finance, Fundamental Analysis, Public Policy, Public Affairs, Microsoft Office, Program Management, Commodity Risk..., Technical Analysis, Negotiation, Program Evaluation, Accounting, Banking, Financial Risk..., Financial Audits, Liquidity Analysis, Financial Regulation, Basel III, Capital Adequacy, Risk Based Audits, Dodd-Frank, Interest Rate Risk..., Bank Secrecy Act, Stress Testing, Capital Project Planning, Finance, Risk Management, Management, Investments, Leadership, Asset Management
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2010 — 2012
Master of Public Affairs, Public Policy Analysis, 3.5
The University of Texas at Arlington - College of Business 2006 — 2007
Bachelor of Business Administration (BBA), International Business/Russian Studies, 3.8
Office of the Comptroller of the Currency June 2014 - Present
Tudor, Pickering, Holt & Co. August 2013 - November 2013
Texas Senate January 2011 - May 2011
Merrill Lynch January 2008 - February 2009
United States Marine Corps October 1998 - April 2005
Skills
Strategic Communications, Analysis, Public Speaking, Community Outreach, Research, Data Analysis, Government, Policy Analysis, Social Media, Equity Trading, Military, Quantitative Research, Strategic Financial..., International Relations, Equity Research, Editing, Public Relations, Financial Analysis, Corporate Finance, Fundamental Analysis, Public Policy, Public Affairs, Microsoft Office, Program Management, Commodity Risk..., Technical Analysis, Negotiation, Program Evaluation, Accounting, Banking, Financial Risk..., Financial Audits, Liquidity Analysis, Financial Regulation, Basel III, Capital Adequacy, Risk Based Audits, Dodd-Frank, Interest Rate Risk..., Bank Secrecy Act, Stress Testing, Capital Project Planning, Finance, Risk Management, Management, Investments, Leadership, Asset Management
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2010 — 2012
Master of Public Affairs, Public Policy Analysis, 3.5
The University of Texas at Arlington - College of Business 2006 — 2007
Bachelor of Business Administration (BBA), International Business/Russian Studies, 3.8
Jason Erickson's Merrill Lynch Experience July 1997 - October 2002
Job Owner, Alternative Strategies Group, Inc
Industry Financial Services
Experience
Alternative Strategies Group, Inc. October 2002 - Present
Merrill Lynch July 1997 - October 2002
Harley Owners Group 1996 - 2000
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, IRAs, Mutual Funds, Asset Allocation, Retirement, Securities, Investments, Estate Planning, Wealth Management, Portfolio Management, Strategic Planning, Fixed Annuities, Financial Analysis, Series 7, Series 63, Alternative Investments
Education
The University of South Dakota 1990 — 1994
BS in Business Management
Hayward Elementary
Alternative Strategies Group, Inc. October 2002 - Present
Merrill Lynch July 1997 - October 2002
Harley Owners Group 1996 - 2000
Skills
Strategic Financial..., Retirement Planning, Investment Advisory, IRAs, Mutual Funds, Asset Allocation, Retirement, Securities, Investments, Estate Planning, Wealth Management, Portfolio Management, Strategic Planning, Fixed Annuities, Financial Analysis, Series 7, Series 63, Alternative Investments
Education
The University of South Dakota 1990 — 1994
BS in Business Management
Hayward Elementary
Wezi O Blunt Wezi O Blunt's Merrill Lynch Experience October 2013 - Present
Job GWIM Sr Operations Representative
Industry Investment Management
Experience
Merrill Lynch October 2013 - Present
Bank of America January 2011 - December 2013
Banc of America Investments June 2010 - December 2010
Skills
Banking, Bank Secrecy Act, Retail Banking, Customer Service, Microsoft Excel, ACH, Outlook, Call Center
Education
The University of Texas at Arlington 2010 — 2013
Bachelor's degree, Human Resources Management/Personnel Administration, General
Dallas County Community College, 2004 — 2007
Associate of Arts (A.A.)
Merrill Lynch October 2013 - Present
Bank of America January 2011 - December 2013
Banc of America Investments June 2010 - December 2010
Skills
Banking, Bank Secrecy Act, Retail Banking, Customer Service, Microsoft Excel, ACH, Outlook, Call Center
Education
The University of Texas at Arlington 2010 — 2013
Bachelor's degree, Human Resources Management/Personnel Administration, General
Dallas County Community College, 2004 — 2007
Associate of Arts (A.A.)
Debbie Murray Dallas Realtor Debbie Murray Dallas Realtor's Merrill Lynch Experience 1983 - 1988
Job Dallas Realtor | Associate Broker Allie Beth Allman & Assoc.| Christie's International
Industry Real Estate
Experience
Allie Beth Allman and Associates October 2012 - Present
Ebby Halliday Realtors July 1999 - October 2012
Merrill Lynch 1983 - 1988
Skills
Staging Professional, Relocation Specialist, Luxury Home Specialist, Buyer Representation, New Construction Homes, First Time Home Buyers, Relocation, Luxury, Sellers, Home Staging, Listings, Short Sales, Investment Properties, Move Up Buyers, Condos, Seller Representation, New Homes, Real Estate Transactions, Buyers, Property, Foreclosures, Relocation Buyers, Townhomes, Selling, e-PRO, Construction, Residential Homes, ABR, New Home Sales, Real Estate, Single Family Homes, Investors, Referrals, Council of Residential..., REO, Vacation Homes, Seniors, Waterfront, SFR, Real Estate License, National Association of..., Sales
Education
The University of Texas at Austin
BBA, Marketing
The University of Texas at Austin
Bachelor of Business Administration (BBA), Marketing
Allie Beth Allman and Associates October 2012 - Present
Ebby Halliday Realtors July 1999 - October 2012
Merrill Lynch 1983 - 1988
Skills
Staging Professional, Relocation Specialist, Luxury Home Specialist, Buyer Representation, New Construction Homes, First Time Home Buyers, Relocation, Luxury, Sellers, Home Staging, Listings, Short Sales, Investment Properties, Move Up Buyers, Condos, Seller Representation, New Homes, Real Estate Transactions, Buyers, Property, Foreclosures, Relocation Buyers, Townhomes, Selling, e-PRO, Construction, Residential Homes, ABR, New Home Sales, Real Estate, Single Family Homes, Investors, Referrals, Council of Residential..., REO, Vacation Homes, Seniors, Waterfront, SFR, Real Estate License, National Association of..., Sales
Education
The University of Texas at Austin
BBA, Marketing
The University of Texas at Austin
Bachelor of Business Administration (BBA), Marketing
Todd Ebent Todd Ebent's Merrill Lynch Experience May 2006 - May 2007
Job Accounting Governance & Oversight Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo March 2014 - September 2015
Deloitte & Touche LLP September 2007 - February 2014
Merrill Lynch May 2006 - May 2007
Rydell Design Group January 2000 - April 2006
Skills
Financial Reporting, Internal Controls, Forecasting, Analytics, Process Improvement, Trend Analysis, Research, Project Coordination, Team Management, Organizational...
Education
The University of North Dakota
BBA, Finance & Accounting (Double Major)
Wells Fargo September 2015 - Present
Wells Fargo March 2014 - September 2015
Deloitte & Touche LLP September 2007 - February 2014
Merrill Lynch May 2006 - May 2007
Rydell Design Group January 2000 - April 2006
Skills
Financial Reporting, Internal Controls, Forecasting, Analytics, Process Improvement, Trend Analysis, Research, Project Coordination, Team Management, Organizational...
Education
The University of North Dakota
BBA, Finance & Accounting (Double Major)
Cynthia Dungan's Merrill Lynch Experience November 2011 - Present
Job Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
OMNIAMERICAN BANK January 2009 - May 2010
OmniAmerican Financial Services January 2000 - January 2009
OmniAmerican Financial Services January 1998 - January 2000
OmniAmerican Credit Union February 1995 - August 1998
Bank of America January 1984 - January 1995
Skills
Retirement Planning, Banking, Investments, Loans, Credit, Mortgage Lending, Mutual Funds, Securities, Financial Services, Portfolio Management, Series 7, Leadership, Commercial Lending, Finance, Team Building, Insurance, Series 63, Financial Advisory, Fixed Annuities, Strategy, Retirement, Wealth Management, Management, Sales, Credit Analysis, Commercial Banking, Business Planning, Relationship Management, Uniform Combined State..., Strategic Financial..., Financial Planning, Consumer Lending, Strategic Planning, Risk Management, Asset Management, Customer Service, Financial Analysis
Education
The University of Texas at Arlington 1981 — 1986
The University of Texas at Arlington
Merrill Lynch November 2011 - Present
OMNIAMERICAN BANK January 2009 - May 2010
OmniAmerican Financial Services January 2000 - January 2009
OmniAmerican Financial Services January 1998 - January 2000
OmniAmerican Credit Union February 1995 - August 1998
Bank of America January 1984 - January 1995
Skills
Retirement Planning, Banking, Investments, Loans, Credit, Mortgage Lending, Mutual Funds, Securities, Financial Services, Portfolio Management, Series 7, Leadership, Commercial Lending, Finance, Team Building, Insurance, Series 63, Financial Advisory, Fixed Annuities, Strategy, Retirement, Wealth Management, Management, Sales, Credit Analysis, Commercial Banking, Business Planning, Relationship Management, Uniform Combined State..., Strategic Financial..., Financial Planning, Consumer Lending, Strategic Planning, Risk Management, Asset Management, Customer Service, Financial Analysis
Education
The University of Texas at Arlington 1981 — 1986
The University of Texas at Arlington
Brad Rogers's Merrill Lynch Experience October 1987 - January 1990
Job Managing Partner of Investment Management & Planning LLC
Industry Investment Management
Experience
Investment Management & Planning LLC May 1995 - Present
Cambridge Investment Research July 2013 - Present
LPL Financial May 1995 - September 2009
PaineWebber January 1990 - July 1993
Merrill Lynch October 1987 - January 1990
Skills
Retirement Planning, Estate Planning, Financial Planning, Separately Managed..., Wealth Management, Alternative Investments, Investment Advisory, Strategic Financial..., Investment Management, Financial Advisory, Investments, Wealth, Wealth Management..., High Net Worth..., 401k Rollovers, Asset Allocation, Asset Management, ETFs, Finance, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, IRAs, Investment Advisory..., Investment Strategies, Life Insurance, Mutual Funds, Options, Pensions, Portfolio Management, Retirement, Securities, Series 7, Series 24, Series 63, Trusts, Variable Annuities
Education
The University of Texas at Arlington
Investment Management & Planning LLC May 1995 - Present
Cambridge Investment Research July 2013 - Present
LPL Financial May 1995 - September 2009
PaineWebber January 1990 - July 1993
Merrill Lynch October 1987 - January 1990
Skills
Retirement Planning, Estate Planning, Financial Planning, Separately Managed..., Wealth Management, Alternative Investments, Investment Advisory, Strategic Financial..., Investment Management, Financial Advisory, Investments, Wealth, Wealth Management..., High Net Worth..., 401k Rollovers, Asset Allocation, Asset Management, ETFs, Finance, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, IRAs, Investment Advisory..., Investment Strategies, Life Insurance, Mutual Funds, Options, Pensions, Portfolio Management, Retirement, Securities, Series 7, Series 24, Series 63, Trusts, Variable Annuities
Education
The University of Texas at Arlington
Jackie George's Merrill Lynch Experience September 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
International Hanger May 2008 - September 2014
International Hanger February 2006 - May 2008
Skills
Logistics, Account Management, Sales, Inventory Management, Customer Service, Sales Operations, Microsoft Office, Youth Mentoring, Customer Service..., International Sales, Great Plains Software, Team Leadership, Cold Calling, Retail, Purchasing, Leadership, Merchandising, Conflict Resolution, Customer Service..., Quicken, Marketing, Forecasting, Global Logistics, Academic Tutoring, Social Media Marketing, Google Analytics, Problem Solving, Data Manipulation, Data Analysis, Process Improvement, Process Implementation, Consultative Selling..., Screening Resumes, International Business, Conducting Interviews, Lead Generation, Employee Training
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Science in Communication, Human Relations
The University of Texas at Austin 2002 — 2005
Business Foundations Certificate
Merrill Lynch September 2014 - Present
International Hanger May 2008 - September 2014
International Hanger February 2006 - May 2008
Skills
Logistics, Account Management, Sales, Inventory Management, Customer Service, Sales Operations, Microsoft Office, Youth Mentoring, Customer Service..., International Sales, Great Plains Software, Team Leadership, Cold Calling, Retail, Purchasing, Leadership, Merchandising, Conflict Resolution, Customer Service..., Quicken, Marketing, Forecasting, Global Logistics, Academic Tutoring, Social Media Marketing, Google Analytics, Problem Solving, Data Manipulation, Data Analysis, Process Improvement, Process Implementation, Consultative Selling..., Screening Resumes, International Business, Conducting Interviews, Lead Generation, Employee Training
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Science in Communication, Human Relations
The University of Texas at Austin 2002 — 2005
Business Foundations Certificate
Amer Abdullat Amer Abdullat's Merrill Lynch Experience June 2011 - August 2012
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group 2013 - Present
Merrill Lynch June 2011 - August 2012
Texas State Capitol January 2011 - May 2011
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Social Media, Financial Modeling, Management Consulting, Retail Banking, Business Strategy, Portfolio Management, Portfolio Optimization, Public Sector Consulting, Wealth Management, International Political...
Education
The London School of Economics and Political Science 2011 — 2013
Bsc, Government, with outside option in Finance
The University of Texas at Austin 2009 — 2011
Bachelors, Government and Economics
The Boston Consulting Group 2013 - Present
Merrill Lynch June 2011 - August 2012
Texas State Capitol January 2011 - May 2011
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Social Media, Financial Modeling, Management Consulting, Retail Banking, Business Strategy, Portfolio Management, Portfolio Optimization, Public Sector Consulting, Wealth Management, International Political...
Education
The London School of Economics and Political Science 2011 — 2013
Bsc, Government, with outside option in Finance
The University of Texas at Austin 2009 — 2011
Bachelors, Government and Economics
Ashleigh Schap Ashleigh Schap's Merrill Lynch Experience 2012 - 2012
Job Business Development | Helping Private Companies Source Acquisitions & Investment
Industry Internet
Experience
Axial July 2015 - Present
Axial May 2014 - June 2015
Stream Realty Partners 2013 - 2014
J.P. Morgan 2013 - 2013
Merrill Lynch 2012 - 2012
NetVersant May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Social Media, Salesforce.com, Customer Service, Financial Modeling, Public Speaking, Marketing, Training, Data Analysis, Strategic Planning, Business Development, Market Research
Education
The University of Texas at Austin
B.A., Philosophy & French, Honors
Axial July 2015 - Present
Axial May 2014 - June 2015
Stream Realty Partners 2013 - 2014
J.P. Morgan 2013 - 2013
Merrill Lynch 2012 - 2012
NetVersant May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Social Media, Salesforce.com, Customer Service, Financial Modeling, Public Speaking, Marketing, Training, Data Analysis, Strategic Planning, Business Development, Market Research
Education
The University of Texas at Austin
B.A., Philosophy & French, Honors
Andrew McGuire Andrew McGuire's Merrill Lynch Experience April 1991 - February 1996
Job Agility Forex Ltd
Industry Banking
Experience
Agility Forex Ltd January 2013 - Present
Tradestone Markets December 2009 - October 2011
UBS Investment Bank October 2001 - February 2008
Greenwich Natwest April 1998 - September 2001
Deutsche Bank February 1996 - January 1998
Merrill Lynch April 1991 - February 1996
CIBC Wood Gundy 1986 - 1991
Skills
Credit Trading, Equities, Trading, Financial Markets, Derivatives, Electronic Trading, Trading Systems
Education
The University of Sheffield
Maths
Agility Forex Ltd January 2013 - Present
Tradestone Markets December 2009 - October 2011
UBS Investment Bank October 2001 - February 2008
Greenwich Natwest April 1998 - September 2001
Deutsche Bank February 1996 - January 1998
Merrill Lynch April 1991 - February 1996
CIBC Wood Gundy 1986 - 1991
Skills
Credit Trading, Equities, Trading, Financial Markets, Derivatives, Electronic Trading, Trading Systems
Education
The University of Sheffield
Maths
Anay Srivastava Anay Srivastava's Merrill Lynch Experience November 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2014 - Present
Investment Professionals, Inc. June 2013 - Present
Brymen, Lambert & Noel December 2012 - Present
Southwest Securities December 2011 - Present
Skills
Portfolio Management, Bloomberg, Fixed Income, Capital Markets, Asset Management, Series 63, Financial Services, Institutional..., Structured Products, Series 7, Bonds, Trading, Alternative Investments, Hedge Funds, Securities
Education
The University of Texas at Austin 1991 — 1993
MBA, Finance
Merrill Lynch November 2014 - Present
Investment Professionals, Inc. June 2013 - Present
Brymen, Lambert & Noel December 2012 - Present
Southwest Securities December 2011 - Present
Skills
Portfolio Management, Bloomberg, Fixed Income, Capital Markets, Asset Management, Series 63, Financial Services, Institutional..., Structured Products, Series 7, Bonds, Trading, Alternative Investments, Hedge Funds, Securities
Education
The University of Texas at Austin 1991 — 1993
MBA, Finance
Jayne Pickard's Merrill Lynch Experience June 2012 - August 2013
Job
Industry
Experience
CEIP Batalla de Brunete October 2013 - June 2014
Merrill Lynch June 2012 - August 2013
University of Michigan May 2012 - August 2012
Skills
Data Analysis, Research, Statistics, SPSS, Teaching English as a..., Spanish, Microsoft Office, Public Speaking, Time Management, Microsoft Excel, Salesforce.com, Microsoft Word, PowerPoint
Education
The University of Sheffield 2014 — 2015
Master of Science (MSc), Industrial and Organizational Psychology
University of Michigan 2010 — 2013
Bachelor of Arts (BA), Biopsychology, Cognition, and Neuroscience
CEIP Batalla de Brunete October 2013 - June 2014
Merrill Lynch June 2012 - August 2013
University of Michigan May 2012 - August 2012
Skills
Data Analysis, Research, Statistics, SPSS, Teaching English as a..., Spanish, Microsoft Office, Public Speaking, Time Management, Microsoft Excel, Salesforce.com, Microsoft Word, PowerPoint
Education
The University of Sheffield 2014 — 2015
Master of Science (MSc), Industrial and Organizational Psychology
University of Michigan 2010 — 2013
Bachelor of Arts (BA), Biopsychology, Cognition, and Neuroscience
Ying Jie Yong Ying Jie Yong's Merrill Lynch Experience June 2011 - August 2011
Job Equity Research Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2015 - Present
Royal Bank of Scotland July 2014 - April 2015
Royal Bank of Scotland June 2013 - August 2013
National Football League June 2012 - August 2012
University of Texas at Austin August 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Photoshop, PowerPoint, Social Media, Market Research, Analysis, Microsoft Word, Public Speaking, Research, Event Planning, Facebook, Teamwork, Social Media Marketing, Data Analysis, Program Management, Blogging, Fundraising, Nonprofits, Leadership, Statistics, Finance
Education
The University of Texas at Austin 2010 — 2014
BBA, Finance
RBC Capital Markets April 2015 - Present
Royal Bank of Scotland July 2014 - April 2015
Royal Bank of Scotland June 2013 - August 2013
National Football League June 2012 - August 2012
University of Texas at Austin August 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Photoshop, PowerPoint, Social Media, Market Research, Analysis, Microsoft Word, Public Speaking, Research, Event Planning, Facebook, Teamwork, Social Media Marketing, Data Analysis, Program Management, Blogging, Fundraising, Nonprofits, Leadership, Statistics, Finance
Education
The University of Texas at Austin 2010 — 2014
BBA, Finance
Nat Powers's Merrill Lynch Experience April 2015 - Present
Job PMD Trainee Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Nash and Powers Insurance August 2010 - April 2015
Ramsey Family Insurance September 2008 - July 2010
Skills
Insurance, Employee Benefits, Sales, Marketing, Strategic Planning, Public Speaking, Marketing Strategy, Public Relations, Customer Service, Microsoft Office, Advertising, New Business Development, Disability Insurance, Property & Casualty...
Education
The University of Tennessee at Chattanooga 2005 — 2010
BS, Business Management
Merrill Lynch April 2015 - Present
Nash and Powers Insurance August 2010 - April 2015
Ramsey Family Insurance September 2008 - July 2010
Skills
Insurance, Employee Benefits, Sales, Marketing, Strategic Planning, Public Speaking, Marketing Strategy, Public Relations, Customer Service, Microsoft Office, Advertising, New Business Development, Disability Insurance, Property & Casualty...
Education
The University of Tennessee at Chattanooga 2005 — 2010
BS, Business Management
Christine Canlas Christine Canlas's Merrill Lynch Experience March 2010 - September 2010
Job Teacher
Industry Health, Wellness and Fitness
Experience
Houston August 2014 - Present
Young Einsteins Math and Science Academy September 2012 - July 2014
24 Hour Fitness March 2011 - August 2012
Phoenix Healthcare Services December 2011 - April 2012
Merrill Lynch March 2010 - September 2010
24 Hour Fitness February 2008 - March 2009
Education
University of Houston 2008 — 2010
Bachelor of Science, Kinesiology-Exercise Science
The University of Texas at Arlington 2005 — 2008
Kukulcan Spanish Language School
Universidad de Granada
Houston August 2014 - Present
Young Einsteins Math and Science Academy September 2012 - July 2014
24 Hour Fitness March 2011 - August 2012
Phoenix Healthcare Services December 2011 - April 2012
Merrill Lynch March 2010 - September 2010
24 Hour Fitness February 2008 - March 2009
Education
University of Houston 2008 — 2010
Bachelor of Science, Kinesiology-Exercise Science
The University of Texas at Arlington 2005 — 2008
Kukulcan Spanish Language School
Universidad de Granada
Kyle Teas Kyle Teas's Merrill Lynch Experience August 1982 - August 1984
Job Entreprenuer and Owner of Danton's Gulf Coast Seafood Kitchen
Industry Real Estate
Experience
Danton's Gulf Coast Seafood Kitchen June 2007 - Present
Brookstone Homes - Houston March 2006 - December 2010
Bamadill 1989 - 2010
Stor -a- Way March 1996 - March 2006
WEDGE Group 1998 - 2006
GJR Investments, Inc. April 1988 - March 1996
EF Hutton September 1984 - March 1988
Merrill Lynch August 1982 - August 1984
Skills
Real Estate, Strategic Planning, Negotiation, Budgeting, New Business Development, Construction, Corporate Finance, Investments, Start-ups, Customer Relations, Social Networking, Team Leadership, Financial Analysis, Real Estate Development, Due Diligence, Investment Properties, Small Business, Entrepreneur, Business Planning, Business Strategy, Entrepreneurship, Executive Management, Contract Negotiation, Property Management, Restaurants, Residential, Profitability, Marketing Strategy, Real Estate Investment, Budgets, Leases, Business Development, Commercial Real Estate, Customer Service, Management, Marketing, Forecasting, Disposition, Brokerage, Leadership, Mergers & Acquisitions, Real Estate Transactions, Finance, Selling, Retail, Strategy, Location Intelligence, Asset Management, Sales
Education
The University of Texas at Austin 1977 — 1982
BA, Economics/Finance
Strake Jesuit College Prepatory 1973 — 1977
Danton's Gulf Coast Seafood Kitchen June 2007 - Present
Brookstone Homes - Houston March 2006 - December 2010
Bamadill 1989 - 2010
Stor -a- Way March 1996 - March 2006
WEDGE Group 1998 - 2006
GJR Investments, Inc. April 1988 - March 1996
EF Hutton September 1984 - March 1988
Merrill Lynch August 1982 - August 1984
Skills
Real Estate, Strategic Planning, Negotiation, Budgeting, New Business Development, Construction, Corporate Finance, Investments, Start-ups, Customer Relations, Social Networking, Team Leadership, Financial Analysis, Real Estate Development, Due Diligence, Investment Properties, Small Business, Entrepreneur, Business Planning, Business Strategy, Entrepreneurship, Executive Management, Contract Negotiation, Property Management, Restaurants, Residential, Profitability, Marketing Strategy, Real Estate Investment, Budgets, Leases, Business Development, Commercial Real Estate, Customer Service, Management, Marketing, Forecasting, Disposition, Brokerage, Leadership, Mergers & Acquisitions, Real Estate Transactions, Finance, Selling, Retail, Strategy, Location Intelligence, Asset Management, Sales
Education
The University of Texas at Austin 1977 — 1982
BA, Economics/Finance
Strake Jesuit College Prepatory 1973 — 1977
Bobie Burwell Bobie Burwell's Merrill Lynch Experience January 1984 - December 1990
Job Regional Sales & Service Manager at PNC Financial Services Group
Industry Financial Services
Experience
PNC Financial Services Group June 2006 - Present
PNC Financial Services 1993 - 2012
Merrill Lynch January 1984 - December 1990
Skills
Sales, Banking, Loans, Credit, Commercial Banking, Retail Banking, Consumer Lending, Relationship Management, Customer Service, Sales Management
Education
The University of Southern Mississippi 1971 — 1975
BFA, Fine Art
PNC Financial Services Group June 2006 - Present
PNC Financial Services 1993 - 2012
Merrill Lynch January 1984 - December 1990
Skills
Sales, Banking, Loans, Credit, Commercial Banking, Retail Banking, Consumer Lending, Relationship Management, Customer Service, Sales Management
Education
The University of Southern Mississippi 1971 — 1975
BFA, Fine Art
Bobby Ankar, CIPM Bobby Ankar, CIPM's Merrill Lynch Experience June 2003 - August 2004
Job at ACA Performance Services
Industry Financial Services
Experience
ACA Performance Services July 2007 - Present
Ankar's Billiards and Barstools August 2004 - June 2007
Merrill Lynch June 2003 - August 2004
Skills
Series 7, Alternative Investments, Fixed Income, Hedge Funds, Credit, Structured Products, Trading Systems, Credit Derivatives
Education
The University of Tennessee at Chattanooga 1999 — 2003
Bachelor of Science, Finance
Notre Dame High School 1995 — 1999
ACA Performance Services July 2007 - Present
Ankar's Billiards and Barstools August 2004 - June 2007
Merrill Lynch June 2003 - August 2004
Skills
Series 7, Alternative Investments, Fixed Income, Hedge Funds, Credit, Structured Products, Trading Systems, Credit Derivatives
Education
The University of Tennessee at Chattanooga 1999 — 2003
Bachelor of Science, Finance
Notre Dame High School 1995 — 1999
Kimberly Samson Kimberly Samson's Merrill Lynch Experience November 1995 - December 2000
Job Principal, Ridan Flooring
Industry Construction
Experience
Ridan Flooring May 2010 - Present
First Private Bank & Trust February 2010 - June 2010
Santa Barbara Bank & Trust December 2006 - February 2010
Merrill Lynch November 1995 - December 2000
Skills
Flooring, Product Specification, Design Collaboration, Project Management, Budget Estimating, Construction, Real Estate, Strategic Planning, Due Diligence, Commercial Real Estate, Real Estate Economics, Commercial Lending, Loans, Financial Analysis, Budgets, Asset Managment, Management
Education
The University of Texas at Austin 1989 — 1993
BBA/BS, Finance/RTF
Harvard Westlake 1985 — 1989
Ridan Flooring May 2010 - Present
First Private Bank & Trust February 2010 - June 2010
Santa Barbara Bank & Trust December 2006 - February 2010
Merrill Lynch November 1995 - December 2000
Skills
Flooring, Product Specification, Design Collaboration, Project Management, Budget Estimating, Construction, Real Estate, Strategic Planning, Due Diligence, Commercial Real Estate, Real Estate Economics, Commercial Lending, Loans, Financial Analysis, Budgets, Asset Managment, Management
Education
The University of Texas at Austin 1989 — 1993
BBA/BS, Finance/RTF
Harvard Westlake 1985 — 1989
David W. Jones David W. Jones's Merrill Lynch Experience February 2002 - September 2008
Job Trust Center Manager, Wells Fargo Texas Trust Center
Industry Banking
Experience
Wells Fargo July 2010 - Present
Bank of America September 2009 - July 2010
Merrill Lynch February 2002 - September 2008
Skills
Asset Management, Banking, Estate Administration, Estate Planning, High Net Worth..., Investments, Leadership, Management, Portfolio Management, Series 7, Strategic Financial..., Trust Services, Wealth, Wealth Management
Education
The University of Texas at Austin 1981 — 1985
Wells Fargo July 2010 - Present
Bank of America September 2009 - July 2010
Merrill Lynch February 2002 - September 2008
Skills
Asset Management, Banking, Estate Administration, Estate Planning, High Net Worth..., Investments, Leadership, Management, Portfolio Management, Series 7, Strategic Financial..., Trust Services, Wealth, Wealth Management
Education
The University of Texas at Austin 1981 — 1985
Charles Harrison Charles Harrison's Merrill Lynch Experience November 2006 - June 2008
Job Director of Business Analysis at CIBT
Industry Leisure, Travel & Tourism
Experience
CIBT January 2013 - July 2014
CIBT February 2012 - December 2012
CIBT June 2010 - February 2012
University of Houston August 2009 - June 2010
University of Houston August 2008 - May 2010
The Princeton Review August 2008 - August 2009
Continental Airlines May 2009 - July 2009
Merrill Lynch November 2006 - June 2008
Planning Group International May 2005 - September 2005
Skills
Financial Analysis, Competitive Analysis, Budgets, Leadership, Valuation, Financial Modeling, Tourism, Training/teaching, Analysis, Business Planning, Forecasting, Project Management
Education
University of Houston 2008 — 2010
MBA, Finance
The University of Texas at Austin
BA, American Studies
CIBT January 2013 - July 2014
CIBT February 2012 - December 2012
CIBT June 2010 - February 2012
University of Houston August 2009 - June 2010
University of Houston August 2008 - May 2010
The Princeton Review August 2008 - August 2009
Continental Airlines May 2009 - July 2009
Merrill Lynch November 2006 - June 2008
Planning Group International May 2005 - September 2005
Skills
Financial Analysis, Competitive Analysis, Budgets, Leadership, Valuation, Financial Modeling, Tourism, Training/teaching, Analysis, Business Planning, Forecasting, Project Management
Education
University of Houston 2008 — 2010
MBA, Finance
The University of Texas at Austin
BA, American Studies
Alyssa Nahatis Alyssa Nahatis's Merrill Lynch Experience February 1996 - July 1999
Job
Industry Internet
Experience
Adobe Campaign August 2012 - Present
Experian CheetahMail March 2008 - August 2012
Return Path November 2006 - March 2008
Return Path June 2004 - November 2006
Return Path July 2000 - June 2004
AllianceBernstein August 1999 - July 2000
Merrill Lynch February 1996 - July 1999
Skills
Deliverability, Operations Management, Client Development, Email Marketing, Data Privacy, Global Delivery, Email Strategy, Cross Channel Marketing, Team Building, Team Leadership, Reputation Management, Reputation, Account Management, CRM, Customer Acquisition, Product Management, Web Analytics, Digital Marketing, Salesforce.com, Database Marketing, Analytics, Campaign Management, Mobile Marketing, E-commerce, Business Development, Competitive Analysis, Strategy, Strategic Partnerships, Marketing, Digital Strategy, SaaS, Lead Generation, Interactive Marketing, Online Marketing, Management, Direct Marketing, Online Advertising, Web Marketing, Marketing Automation, Advertising, Segmentation, Multi-channel Marketing, Client Services, Leadership
Education
The University of Texas at Arlington 1991 — 1995
BA, Economics, Honors Program
Adobe Campaign August 2012 - Present
Experian CheetahMail March 2008 - August 2012
Return Path November 2006 - March 2008
Return Path June 2004 - November 2006
Return Path July 2000 - June 2004
AllianceBernstein August 1999 - July 2000
Merrill Lynch February 1996 - July 1999
Skills
Deliverability, Operations Management, Client Development, Email Marketing, Data Privacy, Global Delivery, Email Strategy, Cross Channel Marketing, Team Building, Team Leadership, Reputation Management, Reputation, Account Management, CRM, Customer Acquisition, Product Management, Web Analytics, Digital Marketing, Salesforce.com, Database Marketing, Analytics, Campaign Management, Mobile Marketing, E-commerce, Business Development, Competitive Analysis, Strategy, Strategic Partnerships, Marketing, Digital Strategy, SaaS, Lead Generation, Interactive Marketing, Online Marketing, Management, Direct Marketing, Online Advertising, Web Marketing, Marketing Automation, Advertising, Segmentation, Multi-channel Marketing, Client Services, Leadership
Education
The University of Texas at Arlington 1991 — 1995
BA, Economics, Honors Program
Joshua Ouseph Joshua Ouseph's Merrill Lynch Experience January 2011 - May 2011
Job Business Analyst at Capital One Auto Finance
Industry Financial Services
Experience
Capital One July 2014 - Present
Simmons & Company International June 2013 - August 2013
Merrill Lynch January 2011 - May 2011
Skills
Leadership, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Access, Data Analysis, Microsoft Word, Research, Public Speaking
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Capital One July 2014 - Present
Simmons & Company International June 2013 - August 2013
Merrill Lynch January 2011 - May 2011
Skills
Leadership, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Access, Data Analysis, Microsoft Word, Research, Public Speaking
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Rashi Maskara Rashi Maskara's Merrill Lynch Experience June 2007 - August 2007
Job
Industry Market Research
Experience
MotiveQuest August 2009 - Present
Kellogg School of Management October 2008 - August 2009
Cambia Information Group June 2008 - September 2008
Merrill Lynch June 2007 - August 2007
Kantar Operations April 2007 - June 2007
Skills
Market Research, Customer Insight, Analytics, Social Media, Marketing Strategy, Consumer Behaviour, Analysis, Project Management, Management, Marketing Research, Data Analysis, Cross-functional Team...
Education
The University of Texas at Austin 2006 — 2008
Bachelor of Arts (B.A.), Economics
MotiveQuest August 2009 - Present
Kellogg School of Management October 2008 - August 2009
Cambia Information Group June 2008 - September 2008
Merrill Lynch June 2007 - August 2007
Kantar Operations April 2007 - June 2007
Skills
Market Research, Customer Insight, Analytics, Social Media, Marketing Strategy, Consumer Behaviour, Analysis, Project Management, Management, Marketing Research, Data Analysis, Cross-functional Team...
Education
The University of Texas at Austin 2006 — 2008
Bachelor of Arts (B.A.), Economics
Charles D. Jennings III Charles D. Jennings III's Merrill Lynch Experience June 2011 - August 2011
Job Finance Haynesville / Fayetteville Production Unit at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton August 2014 - Present
BHP Billiton July 2013 - August 2014
UTIMCO October 2012 - March 2013
Merrill Lynch June 2011 - August 2011
Vinson and Elkins June 2008 - August 2008
Skills
Microsoft Office, Excel, Financial Modeling, Economics, Matlab, Stata, PowerPoint, Investments
Education
The University of Texas at Austin
Master of Science (M.S.), Finance
University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Economics
St. Stephens Episcopal School 2005 — 2008
BHP Billiton August 2014 - Present
BHP Billiton July 2013 - August 2014
UTIMCO October 2012 - March 2013
Merrill Lynch June 2011 - August 2011
Vinson and Elkins June 2008 - August 2008
Skills
Microsoft Office, Excel, Financial Modeling, Economics, Matlab, Stata, PowerPoint, Investments
Education
The University of Texas at Austin
Master of Science (M.S.), Finance
University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Economics
St. Stephens Episcopal School 2005 — 2008
Khalil J. Ghosn Khalil J. Ghosn's Merrill Lynch Experience 1992 - Present
Job Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch 1992 - Present
Techoil, Inc. September 1989 - January 1992
Gatoil Enterprises, Inc. August 1984 - May 1989
Arthur Andersen & Co. January 1982 - July 1984
Skills
Series 7, Hedge Funds, Wealth Management, Asset Allocation, Asset Management, Alternative Investments, Finance, Equities, Investments, Investment Strategies
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1981
MBA, Finance, International Business
The University of Texas at Austin 1976 — 1979
BSME, Mechanical Engineering
Merrill Lynch 1992 - Present
Techoil, Inc. September 1989 - January 1992
Gatoil Enterprises, Inc. August 1984 - May 1989
Arthur Andersen & Co. January 1982 - July 1984
Skills
Series 7, Hedge Funds, Wealth Management, Asset Allocation, Asset Management, Alternative Investments, Finance, Equities, Investments, Investment Strategies
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1981
MBA, Finance, International Business
The University of Texas at Austin 1976 — 1979
BSME, Mechanical Engineering
Mark Lovoy Mark Lovoy's Merrill Lynch Experience May 2011 - September 2012
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Tetrad Asset Management August 2012 - March 2013
Merrill Lynch May 2011 - September 2012
Northwestern Mutual Financial Network February 2010 - May 2011
First Commercial Bank August 2007 - March 2010
Skills
Strategic Financial..., Wealth Management
Education
The University of Southern Mississippi 2000 — 2006
BS, Bus Admin
Saint Bernard
Charles Schwab April 2013 - Present
Tetrad Asset Management August 2012 - March 2013
Merrill Lynch May 2011 - September 2012
Northwestern Mutual Financial Network February 2010 - May 2011
First Commercial Bank August 2007 - March 2010
Skills
Strategic Financial..., Wealth Management
Education
The University of Southern Mississippi 2000 — 2006
BS, Bus Admin
Saint Bernard
Brendan Osborne Brendan Osborne's Merrill Lynch Experience February 2008 - August 2008
Job Sr. Revenue Accountant at Sheridan Production LLC
Industry Oil & Energy
Experience
Sheridan Production LLC March 2013 - Present
Newfield Exploration April 2012 - October 2013
Swift Energy Company August 2011 - April 2012
Swift Energy Company November 2008 - August 2011
Merrill Lynch February 2008 - August 2008
MetLife June 2007 - August 2007
Skills
COPAS APA - Operations, COPAS APA - Law, COPAS APA - Joint..., Accounting, General Ledger, Energy, Petroleum, Gas, Natural Gas, Energy Industry, Financial Analysis, Account Reconciliation, Oil & Gas Industry, Accruals, Upstream, Onshore, Strategic Financial..., Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (M.B.A.)
University of Houston, C.T. Bauer College of Business 2005 — 2008
BBA, Finance
Memorial High School 1998 — 2001
Sheridan Production LLC March 2013 - Present
Newfield Exploration April 2012 - October 2013
Swift Energy Company August 2011 - April 2012
Swift Energy Company November 2008 - August 2011
Merrill Lynch February 2008 - August 2008
MetLife June 2007 - August 2007
Skills
COPAS APA - Operations, COPAS APA - Law, COPAS APA - Joint..., Accounting, General Ledger, Energy, Petroleum, Gas, Natural Gas, Energy Industry, Financial Analysis, Account Reconciliation, Oil & Gas Industry, Accruals, Upstream, Onshore, Strategic Financial..., Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (M.B.A.)
University of Houston, C.T. Bauer College of Business 2005 — 2008
BBA, Finance
Memorial High School 1998 — 2001
Christina Lecholop's Merrill Lynch Experience August 2004 - April 2009
Job at South Texas Money Management
Industry Financial Services
Experience
South Texas Money Management April 2009 - Present
Merrill Lynch August 2004 - April 2009
Education
The University of Texas at Austin 2001 — 2004
BS, Corporate Communication
South Texas Money Management April 2009 - Present
Merrill Lynch August 2004 - April 2009
Education
The University of Texas at Austin 2001 — 2004
BS, Corporate Communication
Rick Cassidy Rick Cassidy's Merrill Lynch Experience 2001 - 2002
Job High Net Worth Client Advisor, Vice President at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2011 - 2013
Wells Fargo Advisors 2007 - 2011
Morgan Stanley 2006 - 2007
Mercantile Bank 2005 - 2006
OutSell Consulting 2004 - 2005
Wachovia Bank 2002 - 2004
Merrill Lynch 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Banking, Loans, Mortgage Lending, Finance, Portfolio Management, Financial Planning, Risk Management, Commercial Lending, Financial Services, Wealth, Credit, Financial Advisory, Management, Commercial Banking
Education
University of Vermont 1992 — 1996
Bachelor of Arts (B.A.), European History
The University of Stirling 1995 — 1995
Semester Abroad, Scottish History
SunTrust Bank 2014 - Present
Morgan Stanley 2013 - 2014
Morgan Stanley 2011 - 2013
Wells Fargo Advisors 2007 - 2011
Morgan Stanley 2006 - 2007
Mercantile Bank 2005 - 2006
OutSell Consulting 2004 - 2005
Wachovia Bank 2002 - 2004
Merrill Lynch 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Banking, Loans, Mortgage Lending, Finance, Portfolio Management, Financial Planning, Risk Management, Commercial Lending, Financial Services, Wealth, Credit, Financial Advisory, Management, Commercial Banking
Education
University of Vermont 1992 — 1996
Bachelor of Arts (B.A.), European History
The University of Stirling 1995 — 1995
Semester Abroad, Scottish History
Rebecca Novick Rebecca Novick's Merrill Lynch Experience July 1982 - December 1988
Job Nurse Practitioner, Adult and Geriatric Medicine
Industry Medical Practice
Experience
The Jewish Home, Center for Palliative Medicine May 2014 - Present
Vanderbilt University School of Nursing August 2010 - May 2013
SUNOVION PHARMACEUTICALS, INC June 2004 - June 2011
Merck July 1997 - June 2004
Merrill Lynch July 1982 - December 1988
Skills
Nursing Experience in..., Managed Care, Pharmaceutical Industry, Gastroenterology, Psychiatry, Clinical Research, Clinical Trials, Public Speaking, Neuroscience, Strategic Planning, Coaching, Infectious Diseases, Pharmacology, Medical Affairs, Primary Care
Education
Vanderbilt University School of Nursing 2010 — 2013
Masters in Nursing, Adult/Geriatric Nurse Practitioner Program, Adult/Geriatric Primary Care Medicine, 3.89 GPA
University of Tennessee-Health Science Center 1977 — 1979
BSN, Nursing
University of Colorado 1973 — 1975
Psychology
The Jewish Home, Center for Palliative Medicine May 2014 - Present
Vanderbilt University School of Nursing August 2010 - May 2013
SUNOVION PHARMACEUTICALS, INC June 2004 - June 2011
Merck July 1997 - June 2004
Merrill Lynch July 1982 - December 1988
Skills
Nursing Experience in..., Managed Care, Pharmaceutical Industry, Gastroenterology, Psychiatry, Clinical Research, Clinical Trials, Public Speaking, Neuroscience, Strategic Planning, Coaching, Infectious Diseases, Pharmacology, Medical Affairs, Primary Care
Education
Vanderbilt University School of Nursing 2010 — 2013
Masters in Nursing, Adult/Geriatric Nurse Practitioner Program, Adult/Geriatric Primary Care Medicine, 3.89 GPA
University of Tennessee-Health Science Center 1977 — 1979
BSN, Nursing
University of Colorado 1973 — 1975
Psychology
Eugene Cao's Merrill Lynch Experience December 2012 - May 2013
Job CoFounder and CEO at Outdo Technology Co.,Limited
Industry Investment Banking
Experience
Outdo Technology Co.,Limited February 2014 - Present
Merrill Lynch December 2012 - May 2013
HSBC June 2012 - August 2012
China Life Insurance Co.Ltd June 2011 - August 2011
Sir Run Run Shaw Hospital June 2008 - August 2008
Education
South Kent School 2007 — 2009
The University of Texas at Austin
Actuarial Science
Outdo Technology Co.,Limited February 2014 - Present
Merrill Lynch December 2012 - May 2013
HSBC June 2012 - August 2012
China Life Insurance Co.Ltd June 2011 - August 2011
Sir Run Run Shaw Hospital June 2008 - August 2008
Education
South Kent School 2007 — 2009
The University of Texas at Austin
Actuarial Science
Amory Sanders Amory Sanders's Merrill Lynch Experience September 1996 - Present
Job Assistant Vice President
Industry Financial Services
Experience
Merrill Lynch September 1996 - Present
Skills
Wealth Management, Financial Planning, Investment Advisory, Certified Financial..., Stocks, Bonds, Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Disability Insurance, Investment Strategies, Investors, Investment Banking, Financial Analysis, Strategic Financial..., Financial Risk, Money Management, Managed Money, Private Money, Money Market, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Reverse Mortgages, Jumbo Mortgage, Wealth Accumulation, Intergenerational..., Wealth Preservation..., Multi-generational..., Wealth Management..., Strategic Partnerships, Retirement Planning, Building Relationships, Investments, Estate Planning
Education
The University of Texas at Arlington 1985 — 1989
Bachelor's degree, Finance, General
Merrill Lynch September 1996 - Present
Skills
Wealth Management, Financial Planning, Investment Advisory, Certified Financial..., Stocks, Bonds, Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Disability Insurance, Investment Strategies, Investors, Investment Banking, Financial Analysis, Strategic Financial..., Financial Risk, Money Management, Managed Money, Private Money, Money Market, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Reverse Mortgages, Jumbo Mortgage, Wealth Accumulation, Intergenerational..., Wealth Preservation..., Multi-generational..., Wealth Management..., Strategic Partnerships, Retirement Planning, Building Relationships, Investments, Estate Planning
Education
The University of Texas at Arlington 1985 — 1989
Bachelor's degree, Finance, General
Clayton Conger Clayton Conger's Merrill Lynch Experience January 2002 - May 2002
Job Vice President at KeyBank Real Estate Capital (Mortgage Banker) (Multifamily Producer)
Industry Financial Services
Experience
KeyBank Real Estate Capital August 2014 - Present
J.P. Morgan August 2005 - August 2014
Kimball Hill Homes July 2003 - June 2005
Merrill Lynch January 2002 - May 2002
Skills
Due Diligence, Portfolio Management, Real Estate, Credit Analysis, Risk Management, Leases, Financial Modeling, Banking, Valuation, Commercial Real Estate, Lending Solutions, Real Estate Economics, Real Estate Financing, Real Estate Negotiating, Real Estate Transactions, Real Estate Development, Land Development, Residential Land..., Legal Documents, Negotiation, Real Estate Due..., Relationship Mgmt, Client Delivery, Networking, Commercial Real Estate..., Financial Structuring, Credit Risk, Multifamily, Apartments, Finance, Financial Analysis, Investments, Loans
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), Economics, Cumulative GPA: 3.5137 (College Scholar)
Highland Park High School 1995 — 1999
KeyBank Real Estate Capital August 2014 - Present
J.P. Morgan August 2005 - August 2014
Kimball Hill Homes July 2003 - June 2005
Merrill Lynch January 2002 - May 2002
Skills
Due Diligence, Portfolio Management, Real Estate, Credit Analysis, Risk Management, Leases, Financial Modeling, Banking, Valuation, Commercial Real Estate, Lending Solutions, Real Estate Economics, Real Estate Financing, Real Estate Negotiating, Real Estate Transactions, Real Estate Development, Land Development, Residential Land..., Legal Documents, Negotiation, Real Estate Due..., Relationship Mgmt, Client Delivery, Networking, Commercial Real Estate..., Financial Structuring, Credit Risk, Multifamily, Apartments, Finance, Financial Analysis, Investments, Loans
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), Economics, Cumulative GPA: 3.5137 (College Scholar)
Highland Park High School 1995 — 1999
Blake Browder Blake Browder's Merrill Lynch Experience May 2007 - August 2007
Job Property and Casualty / Life and Health Producer at Browder General Insurance Agency, Inc.
Industry Insurance
Experience
Browder General Insurance Agency, Inc. January 2011 - Present
Merrill Lynch May 2007 - August 2007
Skills
Insurance, Commercial Insurance, Personal Insurance, Property & Casualty..., Health Insurance, Life Insurance, Disability Insurance, Event Planning, Social Media, Strategic Planning, Microsoft Word, Marketing, PowerPoint, Facebook, Microsoft Office, Public Relations, Microsoft Excel, Social Media Marketing, Research, Social Networking, Event Management, Editing
Education
The University of Texas at Austin 2005 — 2010
Bachelor of Science (B.S.), Urban Studies/Affairs
Browder General Insurance Agency, Inc. January 2011 - Present
Merrill Lynch May 2007 - August 2007
Skills
Insurance, Commercial Insurance, Personal Insurance, Property & Casualty..., Health Insurance, Life Insurance, Disability Insurance, Event Planning, Social Media, Strategic Planning, Microsoft Word, Marketing, PowerPoint, Facebook, Microsoft Office, Public Relations, Microsoft Excel, Social Media Marketing, Research, Social Networking, Event Management, Editing
Education
The University of Texas at Austin 2005 — 2010
Bachelor of Science (B.S.), Urban Studies/Affairs
Jack Burnette, CFP® Jack Burnette, CFP®'s Merrill Lynch Experience December 2002 - March 2009
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch December 2002 - March 2009
ProMedCo 1995 - 2000
Caremark 1993 - 1995
KCI Medical 1986 - 1990
Education
University of Alabama 1974 — 1978
BS, Accounting
Butler High Scool 1971 — 1974
The University of Tennessee at Chattanooga
MBA, Business
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch December 2002 - March 2009
ProMedCo 1995 - 2000
Caremark 1993 - 1995
KCI Medical 1986 - 1990
Education
University of Alabama 1974 — 1978
BS, Accounting
Butler High Scool 1971 — 1974
The University of Tennessee at Chattanooga
MBA, Business
Bobby Salehi Bobby Salehi's Merrill Lynch Experience June 2003 - August 2003
Job Senior Financial Associate at Fairway Energy Partners
Industry Financial Services
Experience
Fairway Energy Partners April 2013 - Present
Direct Energy January 2013 - March 2013
Direct Energy May 2012 - January 2013
Baker Hughes June 2011 - August 2011
Sasco Investments May 2007 - May 2010
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Forecasting, Finance, Financial Analysis, Market Research, Corporate Finance, Project Finance, Analysis, Valuation, Business Strategy, Data Analysis, Due Diligence, Strategy, Mergers & Acquisitions, Leadership, Financial Forecasting, Process Improvement, Investments, Portfolio Management, Oil & Gas
Education
Texas A&M University - Mays Business School 2010 — 2011
MBA, Finance
Peking University, Guanghua School of Management 2011 — 2011
The University of Texas at Austin 2002 — 2007
Bachelor of Science
Second Baptist High School
Fairway Energy Partners April 2013 - Present
Direct Energy January 2013 - March 2013
Direct Energy May 2012 - January 2013
Baker Hughes June 2011 - August 2011
Sasco Investments May 2007 - May 2010
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Forecasting, Finance, Financial Analysis, Market Research, Corporate Finance, Project Finance, Analysis, Valuation, Business Strategy, Data Analysis, Due Diligence, Strategy, Mergers & Acquisitions, Leadership, Financial Forecasting, Process Improvement, Investments, Portfolio Management, Oil & Gas
Education
Texas A&M University - Mays Business School 2010 — 2011
MBA, Finance
Peking University, Guanghua School of Management 2011 — 2011
The University of Texas at Austin 2002 — 2007
Bachelor of Science
Second Baptist High School
Jay Vernon Jay Vernon's Merrill Lynch Experience 1982 - 1984
Job Director MS Online Customer Lifecycle at Microsoft
Industry Computer Software
Experience
Microsoft Various support and program management positionsMicrosoft, Inc.1992 - 2009
JC Penney 1989 - 1992
MCORP 1986 - 1989
ICMC 1984 - 1985
Merrill Lynch 1982 - 1984
Skills
Cloud Computing, Program Management, Web Analytics, Management, Business Intelligence, Partner Management, MOF, E-commerce, Team Leadership, Competitive Analysis, SharePoint, Enterprise Software, Leadership, SaaS, Microsoft Technologies, Vendor Management, IT Service Management, Software Project...
Education
The University of Texas at Austin 1979 — 1983
BBA, Business Statistics
Microsoft Various support and program management positionsMicrosoft, Inc.1992 - 2009
JC Penney 1989 - 1992
MCORP 1986 - 1989
ICMC 1984 - 1985
Merrill Lynch 1982 - 1984
Skills
Cloud Computing, Program Management, Web Analytics, Management, Business Intelligence, Partner Management, MOF, E-commerce, Team Leadership, Competitive Analysis, SharePoint, Enterprise Software, Leadership, SaaS, Microsoft Technologies, Vendor Management, IT Service Management, Software Project...
Education
The University of Texas at Austin 1979 — 1983
BBA, Business Statistics
Eddie Reeves Eddie Reeves's Merrill Lynch Experience September 2000 - January 2002
Job I help you get massive ROI ($$$) from Strategic Marketing, PR and Social Media | www.ReevesStrategyGroup.com |
Industry Public Relations and Communications
Experience
Reeves Strategy Group -- Strategic Communications, Marketing, PR & Social Media April 2009 - Present
Public Strategies, Inc. November 1994 - May 2009
Perot Systems 2002 - 2007
Merrill Lynch September 2000 - January 2002
Office of the late Congressman J.J. "Jake" Pickle 1992 - 1994
Texas Attorney General 1992 - 1992
Office of Houston Mayor Kathy Whitmire June 1990 - December 1991
March of Dimes -- Texas Gulf Coast Chapter September 1989 - May 1990
Austin American-Statesman September 1986 - October 1989
Texas House of Representatives 1987 - 1989
Skills
Strategic Communications, Social Media Strategy, Corporate Communications, Social Media, Marketing Communications, Internal Communications, Thought Leadership, Marketing Strategy, Communication Training, Press Releases, Strategic Planning, Crisis Management, Presentation Coaching, Corporate Social..., Copywriting, Integrated Marketing, Marketing, Public Speaking, Message Development, Social Networking, Speech Writing, Social Media Marketing, Brand Development, Public Affairs, Messaging, Brand Architecture, Leadership Development, Email Marketing, Strategy, Reputation Management, Crisis Communications, Crisis Communications..., Brand Strategy, Presentation Skills..., Internal Branding, Employee Engagement, Investor Relations, Financial Communications, Advocacy Marketing, Advocacy Communications, Legislative..., Public Affairs Strategy, Nonprofit Branding, Nonprofit Marketing, LinkedIn Strategy, LinkedIn Marketing, Social Media Strategist, HR Communications, Organizational..., Diversity Marketing
Education
The University of Texas at Austin 1980 — 1985
SMU Cox School of Business Continuing Education courses on Managerial Finance, Accounting
Certificate of Completion
Reeves Strategy Group -- Strategic Communications, Marketing, PR & Social Media April 2009 - Present
Public Strategies, Inc. November 1994 - May 2009
Perot Systems 2002 - 2007
Merrill Lynch September 2000 - January 2002
Office of the late Congressman J.J. "Jake" Pickle 1992 - 1994
Texas Attorney General 1992 - 1992
Office of Houston Mayor Kathy Whitmire June 1990 - December 1991
March of Dimes -- Texas Gulf Coast Chapter September 1989 - May 1990
Austin American-Statesman September 1986 - October 1989
Texas House of Representatives 1987 - 1989
Skills
Strategic Communications, Social Media Strategy, Corporate Communications, Social Media, Marketing Communications, Internal Communications, Thought Leadership, Marketing Strategy, Communication Training, Press Releases, Strategic Planning, Crisis Management, Presentation Coaching, Corporate Social..., Copywriting, Integrated Marketing, Marketing, Public Speaking, Message Development, Social Networking, Speech Writing, Social Media Marketing, Brand Development, Public Affairs, Messaging, Brand Architecture, Leadership Development, Email Marketing, Strategy, Reputation Management, Crisis Communications, Crisis Communications..., Brand Strategy, Presentation Skills..., Internal Branding, Employee Engagement, Investor Relations, Financial Communications, Advocacy Marketing, Advocacy Communications, Legislative..., Public Affairs Strategy, Nonprofit Branding, Nonprofit Marketing, LinkedIn Strategy, LinkedIn Marketing, Social Media Strategist, HR Communications, Organizational..., Diversity Marketing
Education
The University of Texas at Austin 1980 — 1985
SMU Cox School of Business Continuing Education courses on Managerial Finance, Accounting
Certificate of Completion
Ande Rasmussen Ande Rasmussen's Merrill Lynch Experience November 1986 - Present
Job Merrill Lynch Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch November 1986 - Present
Skills
Music Industry, Equities, Management, Retirement Planning, Fundraising, Alternative Investments, Leadership, Financial Modeling, Series 7, Business Strategy, Songwriting, Investments, Series 63, Strategic Financial..., Asset Allocation, Securities, Mutual Funds, Retirement, Wealth Management, Financial Analysis, Estate Planning
Education
The University of Texas at Austin 1981 — 1986
Merrill Lynch November 1986 - Present
Skills
Music Industry, Equities, Management, Retirement Planning, Fundraising, Alternative Investments, Leadership, Financial Modeling, Series 7, Business Strategy, Songwriting, Investments, Series 63, Strategic Financial..., Asset Allocation, Securities, Mutual Funds, Retirement, Wealth Management, Financial Analysis, Estate Planning
Education
The University of Texas at Austin 1981 — 1986
Tomi Winnig's Merrill Lynch Experience January 2004 - September 2006
Job Vice President, Business Development at Braddock Financial
Industry Investment Management
Experience
Braddock Financial May 2013 - Present
Private Family Office May 2011 - May 2013
Wellbridge October 2006 - May 2011
Merrill Lynch January 2004 - September 2006
Skills
Wealth Management, Portfolio Management, Finance, Management, Business Development, Marketing, Hedge Funds, Leadership, Entrepreneurship, New Business Development, Business Strategy, Budgets, Asset Management, Negotiation, International Business, Business Networking, Financial Analysis, Market Analysis, Structured Finance, Bonds, Offshore Operations, Wall Street, Alternative Investments, Fixed Income, Strategic Partnerships, Strategic Planning, Investments, Valuation, Private Equity, Capital Markets
Education
University of Louisiana at Lafayette 2001 — 2003
Bachelor's Degree, Business Administration and Management, General
The University of Tennessee at Chattanooga 1999 — 2001
Bachelor’s Degree, Business Administration and Management, General
Colegio Renascenca 1995 — 1997
High School
Cardinal Gibbons High School 1994 — 1995
Braddock Financial May 2013 - Present
Private Family Office May 2011 - May 2013
Wellbridge October 2006 - May 2011
Merrill Lynch January 2004 - September 2006
Skills
Wealth Management, Portfolio Management, Finance, Management, Business Development, Marketing, Hedge Funds, Leadership, Entrepreneurship, New Business Development, Business Strategy, Budgets, Asset Management, Negotiation, International Business, Business Networking, Financial Analysis, Market Analysis, Structured Finance, Bonds, Offshore Operations, Wall Street, Alternative Investments, Fixed Income, Strategic Partnerships, Strategic Planning, Investments, Valuation, Private Equity, Capital Markets
Education
University of Louisiana at Lafayette 2001 — 2003
Bachelor's Degree, Business Administration and Management, General
The University of Tennessee at Chattanooga 1999 — 2001
Bachelor’s Degree, Business Administration and Management, General
Colegio Renascenca 1995 — 1997
High School
Cardinal Gibbons High School 1994 — 1995
Dawn Landis Dawn Landis's Merrill Lynch Experience January 1996 - February 1998
Job Real Estate Agent at Berkshire Hathaway HomeServices
Industry Real Estate
Experience
Berkshire Hathaway HomeServices The Preferred Realty May 2015 - Present
Self Employed March 1999 - Present
Merrill Lynch January 1996 - February 1998
Merrill Lynch October 1987 - January 1996
Skills
Customer Relations
Education
The University of Texas at Arlington 1983 — 1987
Bachelor's degree, Marketing
Western Hills High School 1979 — 1983
HS Graduate
Berkshire Hathaway HomeServices The Preferred Realty May 2015 - Present
Self Employed March 1999 - Present
Merrill Lynch January 1996 - February 1998
Merrill Lynch October 1987 - January 1996
Skills
Customer Relations
Education
The University of Texas at Arlington 1983 — 1987
Bachelor's degree, Marketing
Western Hills High School 1979 — 1983
HS Graduate
Stacey Williamson Stacey Williamson's Merrill Lynch Experience May 1997 - August 1997
Job BioStatistical Research Scientist at BlueCross BlueShield of Tennessee
Industry Hospital & Health Care
Experience
BlueCross BlueShield of Tennessee July 2014 - Present
UnitedHealth Group-OptumInsight November 2010 - July 2014
BlueCross BlueShield of Tennessee November 2008 - November 2010
CIGNA Healthcare July 2006 - June 2007
CIGNA Healthcare August 2003 - July 2006
CIGNA Healthcare November 2000 - August 2003
CIGNA Healthcare March 2000 - November 2000
Bowater Incorporated March 1998 - March 2000
UPS August 1993 - March 1998
Merrill Lynch May 1997 - August 1997
Skills
SAS programming, Oracle SQL, Cognos, MicroStrategy Reporting, Microsoft Office, Access, Unix, Business Intelligence, Analysis, Medicare, Data Analysis, SAS, Program Management, SQL, Data Mining, Analytics, SAS Programming, Business Analysis, Healthcare, Process Improvement
Education
The University of Tennessee at Chattanooga
Master of Business Administration (MBA)
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Finance
BlueCross BlueShield of Tennessee July 2014 - Present
UnitedHealth Group-OptumInsight November 2010 - July 2014
BlueCross BlueShield of Tennessee November 2008 - November 2010
CIGNA Healthcare July 2006 - June 2007
CIGNA Healthcare August 2003 - July 2006
CIGNA Healthcare November 2000 - August 2003
CIGNA Healthcare March 2000 - November 2000
Bowater Incorporated March 1998 - March 2000
UPS August 1993 - March 1998
Merrill Lynch May 1997 - August 1997
Skills
SAS programming, Oracle SQL, Cognos, MicroStrategy Reporting, Microsoft Office, Access, Unix, Business Intelligence, Analysis, Medicare, Data Analysis, SAS, Program Management, SQL, Data Mining, Analytics, SAS Programming, Business Analysis, Healthcare, Process Improvement
Education
The University of Tennessee at Chattanooga
Master of Business Administration (MBA)
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Finance
Tony Higgins Tony Higgins's Merrill Lynch Experience 2001 - 2001
Job Sr Sales Operations Supervisor at Honeywell
Industry Information Technology and Services
Experience
Honeywell September 2015 - Present
Santander Consumer USA Inc. September 2010 - September 2015
Citi October 2002 - September 2010
AEGON 2001 - 2002
Merrill Lynch 2001 - 2001
SourceProse 2000 - 2001
Skills
Business Analysis, Vendor Management, Banking, Process Improvement, Financial Services, Financial Analysis, Forecasting, Analysis, Visio, Credit Risk, Relationship Management, Microsoft Excel, Microsoft SQL Server, Microsoft Word, Microsoft Office 2007, Salesforce.com..., Google Analytics, Google Docs, Salesforce.com System..., Geocoding, Project Management, Budget Process, Goal Setting, Report Writing, Critical Thinking, Cross-functional Team..., Business Intelligence, SharePoint, SDLC, Management, Agile Project Management, Essbase, Sales Operations, Territory Optimization, Incentive Programs, Process Automation, Sales, Risk Management, Outsourcing, Database Administration, Credit, Analytics, Pricing
Education
The University of Texas at Arlington 2003 — 2005
Master of Business Administration (M.B.A.)
The University of Texas at Arlington 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Honeywell September 2015 - Present
Santander Consumer USA Inc. September 2010 - September 2015
Citi October 2002 - September 2010
AEGON 2001 - 2002
Merrill Lynch 2001 - 2001
SourceProse 2000 - 2001
Skills
Business Analysis, Vendor Management, Banking, Process Improvement, Financial Services, Financial Analysis, Forecasting, Analysis, Visio, Credit Risk, Relationship Management, Microsoft Excel, Microsoft SQL Server, Microsoft Word, Microsoft Office 2007, Salesforce.com..., Google Analytics, Google Docs, Salesforce.com System..., Geocoding, Project Management, Budget Process, Goal Setting, Report Writing, Critical Thinking, Cross-functional Team..., Business Intelligence, SharePoint, SDLC, Management, Agile Project Management, Essbase, Sales Operations, Territory Optimization, Incentive Programs, Process Automation, Sales, Risk Management, Outsourcing, Database Administration, Credit, Analytics, Pricing
Education
The University of Texas at Arlington 2003 — 2005
Master of Business Administration (M.B.A.)
The University of Texas at Arlington 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Rick Friedman, CFP®, AWM's Merrill Lynch Experience September 1991 - September 1999
Job Senior Vice President Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 1999 - Present
Merrill Lynch September 1991 - September 1999
Education
University of Houston 1987 — 1989
BBA, Finance
The University of Texas at Austin 1984 — 1987
Finance
Stratford
RBC Wealth Management September 1999 - Present
Merrill Lynch September 1991 - September 1999
Education
University of Houston 1987 — 1989
BBA, Finance
The University of Texas at Austin 1984 — 1987
Finance
Stratford
Mark R Alexander Mark R Alexander's Merrill Lynch Experience October 1995 - June 2005
Job Sr. Project Manager at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan August 2015 - Present
DCP Midstream January 2013 - August 2015
DCP Midstream April 2011 - January 2013
DCP Midstream February 2010 - April 2011
Alexander Consulting Services March 2006 - December 2007
Merrill Lynch October 1995 - June 2005
Stauffer Chemical 1981 - 1985
Skills
Process Engineering, Engineering, Factory, Capital Projects, Gas Processing, Capital Budgeting, Gas, Project Engineering, Petroleum, Oil/Gas, Energy, Petrochemical, Natural Gas, Upstream, P&ID, Commissioning, HAZOP, Oil, HAZOP Study, Energy Industry
Education
University of Alabama at Birmingham 1987 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin 1979 — 1981
Chemical engineer, Chemical Engineering
Kinder Morgan August 2015 - Present
DCP Midstream January 2013 - August 2015
DCP Midstream April 2011 - January 2013
DCP Midstream February 2010 - April 2011
Alexander Consulting Services March 2006 - December 2007
Merrill Lynch October 1995 - June 2005
Stauffer Chemical 1981 - 1985
Skills
Process Engineering, Engineering, Factory, Capital Projects, Gas Processing, Capital Budgeting, Gas, Project Engineering, Petroleum, Oil/Gas, Energy, Petrochemical, Natural Gas, Upstream, P&ID, Commissioning, HAZOP, Oil, HAZOP Study, Energy Industry
Education
University of Alabama at Birmingham 1987 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin 1979 — 1981
Chemical engineer, Chemical Engineering
Ana Maria Garcia's Merrill Lynch Experience December 2010 - February 2011
Job Consultant at Ryan
Industry Management Consulting
Experience
Ryan March 2015 - Present
Mellig Consulting, Inc. April 2014 - March 2015
Fisher Investments September 2013 - March 2014
AIESEC Austin December 2011 - December 2012
Egon Zehnder June 2012 - August 2012
Merrill Lynch December 2010 - February 2011
Barclays Capital January 2011 - January 2011
Greater Austin Hispanic Chamber of Commerce June 2010 - October 2010
Skills
Team Leadership, Spanish, Leadership, Microsoft Office, Event Management, Change Management, Strategic Planning, Microsoft Excel, Social Media, Project Management, Nonprofits, Leadership Development, Budgets, Market Research, Data Analysis, Public Speaking
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Arts (BA), Economics
University of Melbourne - Melbourne Business School 2011 — 2011
Ryan March 2015 - Present
Mellig Consulting, Inc. April 2014 - March 2015
Fisher Investments September 2013 - March 2014
AIESEC Austin December 2011 - December 2012
Egon Zehnder June 2012 - August 2012
Merrill Lynch December 2010 - February 2011
Barclays Capital January 2011 - January 2011
Greater Austin Hispanic Chamber of Commerce June 2010 - October 2010
Skills
Team Leadership, Spanish, Leadership, Microsoft Office, Event Management, Change Management, Strategic Planning, Microsoft Excel, Social Media, Project Management, Nonprofits, Leadership Development, Budgets, Market Research, Data Analysis, Public Speaking
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Arts (BA), Economics
University of Melbourne - Melbourne Business School 2011 — 2011
Jordan Goldberg Jordan Goldberg's Merrill Lynch Experience August 2014 - Present
Job Investment Management at Merrill Lynch
Industry Financial Services
Experience
Independent Investment Bankers Corp. July 2015 - Present
Merrill Lynch August 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Customer Service, Research, Social Media, English, HTML, Financial Planning, Business Analysis, Financial Reporting, Business Strategy, Travel Management, Bloomberg Terminal, Morningstar, Management, Financial Services, Business Process...
Education
The University of Texas at Austin 2012 — 2016
University of Virginia 2015 — 2015
Semester at sea, study abroad
Independent Investment Bankers Corp. July 2015 - Present
Merrill Lynch August 2014 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Customer Service, Research, Social Media, English, HTML, Financial Planning, Business Analysis, Financial Reporting, Business Strategy, Travel Management, Bloomberg Terminal, Morningstar, Management, Financial Services, Business Process...
Education
The University of Texas at Austin 2012 — 2016
University of Virginia 2015 — 2015
Semester at sea, study abroad
Gail Bowers's Merrill Lynch Experience 1992 - 1994
Job Business Solutions Consultant for CDK Global
Industry Automotive
Experience
CDK Global July 2015 - Present
Bowers Consulting LLC 2008 - July 2015
Los Banos Motors 2001 - 2007
Merrill Lynch 1992 - 1994
American Express IDS 1990 - 1992
Consumer National Bank 1983 - 1990
Skills
Training, Business Analysis, Management Consulting, Rescue Diver, Management, Customer Satisfaction, Process Improvement, PADI Rescue Diver
Education
The University of Southern Mississippi 1979 — 1983
Bachelor of Business Administration (BBA)
CDK Global July 2015 - Present
Bowers Consulting LLC 2008 - July 2015
Los Banos Motors 2001 - 2007
Merrill Lynch 1992 - 1994
American Express IDS 1990 - 1992
Consumer National Bank 1983 - 1990
Skills
Training, Business Analysis, Management Consulting, Rescue Diver, Management, Customer Satisfaction, Process Improvement, PADI Rescue Diver
Education
The University of Southern Mississippi 1979 — 1983
Bachelor of Business Administration (BBA)
William McCandless III's Merrill Lynch Experience June 2012 - September 2013
Job C. Willy Zackwrite
Industry Design
Experience
C. Willy Zackwrite January 2015 - Present
Hooplife Academy October 2010 - Present
Wiredrive August 2014 - October 2014
Merrill Lynch June 2012 - September 2013
Morgan Stanley Smith Barney September 2010 - June 2012
AXA Advisors February 2010 - August 2010
Munger, Tolles & Olson August 2007 - January 2010
Matrix Legal Ltd. August 2007 - February 2008
Capital Planners May 2006 - August 2006
Education
University of Southern California 2004 — 2008
B.A., Political Science, International Relations
The University of Queensland 2007 — 2007
University of Virginia 2006 — 2006
Costa Rican Rainforest Outward Bound School 2003 — 2003
Spanish, Leadership
Cheverus High School 1999 — 2003
Advanced Placement
C. Willy Zackwrite January 2015 - Present
Hooplife Academy October 2010 - Present
Wiredrive August 2014 - October 2014
Merrill Lynch June 2012 - September 2013
Morgan Stanley Smith Barney September 2010 - June 2012
AXA Advisors February 2010 - August 2010
Munger, Tolles & Olson August 2007 - January 2010
Matrix Legal Ltd. August 2007 - February 2008
Capital Planners May 2006 - August 2006
Education
University of Southern California 2004 — 2008
B.A., Political Science, International Relations
The University of Queensland 2007 — 2007
University of Virginia 2006 — 2006
Costa Rican Rainforest Outward Bound School 2003 — 2003
Spanish, Leadership
Cheverus High School 1999 — 2003
Advanced Placement
R.J. Virata's Merrill Lynch Experience July 2007 - January 2009
Job Associate at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Morgan Stanley September 2012 - December 2014
Invesco Ltd. September 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
The University of Texas at Austin 2000 — 2006
B.A., Economics, Psychology
TIAA-CREF May 2015 - Present
Morgan Stanley September 2012 - December 2014
Invesco Ltd. September 2009 - March 2011
Merrill Lynch July 2007 - January 2009
Education
The University of Texas at Austin 2000 — 2006
B.A., Economics, Psychology
Candice Mobley Candice Mobley's Merrill Lynch Experience 2014 - Present
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Morgan Stanley December 1999 - February 2014
Skills
Retirement Planning, Wealth Management, Investments
Education
The University of Southern Mississippi 1994 — 1997
Merrill Lynch 2014 - Present
Morgan Stanley December 1999 - February 2014
Skills
Retirement Planning, Wealth Management, Investments
Education
The University of Southern Mississippi 1994 — 1997
Colin Peterson Colin Peterson's Merrill Lynch Experience April 2010 - August 2010
Job HR Business Analyst at Parklet
Industry Internet
Experience
Parklet May 2015 - Present
Merrill Lynch April 2010 - August 2010
The Woodlands Association May 2007 - August 2008
Education
The University of Texas at Austin 2009 — 2014
Bachelor of Science (B.S.), Biochemistry
Parklet May 2015 - Present
Merrill Lynch April 2010 - August 2010
The Woodlands Association May 2007 - August 2008
Education
The University of Texas at Austin 2009 — 2014
Bachelor of Science (B.S.), Biochemistry
Jennifer Barkley Jennifer Barkley's Merrill Lynch Experience February 2006 - June 2006
Job Director of Content Marketing at Sabre Corporation
Industry Leisure, Travel & Tourism
Experience
Sabre Corporation January 2015 - Present
Sabre Corporation June 2013 - December 2014
Sabre Corporation August 2010 - June 2013
Travelocity March 2008 - October 2010
Travelocity August 2006 - March 2008
Merrill Lynch February 2006 - June 2006
Wells Fargo Bank 2001 - 2006
Skills
Microsoft Excel, Event Planning, Business Objects, SharePoint, Business Analysis, Product Marketing, Online Advertising, Strategic Planning, Team Building, Account Management, Competitive Analysis, Marketing Strategy, CRM, E-commerce, Relationship Management, Data Analysis, Strategic Partnerships, Leadership, Online Marketing, Analytics, Management, Business Intelligence, Program Management, Product Management, Cross-functional Team..., Vendor Management, Corporate Social..., Corporate Sustainability, Priority Management, Social Media, Process Improvement, Marketing, Strategy
Education
University of North Texas 1999 — 2004
Bachelors, Business Administration and Management, General
The University of Texas at Austin 1998 — 2001
Natural Sciences
Sabre Corporation January 2015 - Present
Sabre Corporation June 2013 - December 2014
Sabre Corporation August 2010 - June 2013
Travelocity March 2008 - October 2010
Travelocity August 2006 - March 2008
Merrill Lynch February 2006 - June 2006
Wells Fargo Bank 2001 - 2006
Skills
Microsoft Excel, Event Planning, Business Objects, SharePoint, Business Analysis, Product Marketing, Online Advertising, Strategic Planning, Team Building, Account Management, Competitive Analysis, Marketing Strategy, CRM, E-commerce, Relationship Management, Data Analysis, Strategic Partnerships, Leadership, Online Marketing, Analytics, Management, Business Intelligence, Program Management, Product Management, Cross-functional Team..., Vendor Management, Corporate Social..., Corporate Sustainability, Priority Management, Social Media, Process Improvement, Marketing, Strategy
Education
University of North Texas 1999 — 2004
Bachelors, Business Administration and Management, General
The University of Texas at Austin 1998 — 2001
Natural Sciences
Angel Haug, MBA, CES, DIA, CSPO Angel Haug, MBA, CES, DIA, CSPO's Merrill Lynch Experience 1999 - 2001
Job
Industry Insurance
Experience
Unum July 2013 - Present
Riverview Chiropractic, Inc. September 2008 - Present
AUL, a OneAmerica Company April 2006 - October 2009
AUL, a OneAmerica Company January 2005 - March 2006
UnumProvident January 2003 - January 2005
Cigna Healthcare January 2001 - January 2003
Merrill Lynch 1999 - 2001
Skills
Employee Benefits, Insurance, Disability Insurance, Leadership, Life Insurance, Brokers, Health Savings Accounts, Health Insurance, Underwriting, Management, Training, Strategic Planning, Whole Life, Performance Management, Long-term Care, Customer Service, Negotiation, Sales Operations, Business Planning, Term Life Insurance, System Administration, Marketing, Voluntary Employee..., Budgets, Coaching, Team Building, Disability Benefits, Medical Billing, Payroll, Enrollments, Team Leadership, Financial Analysis, Strategic Financial..., Accounting, Human Resources, Process Improvement, Mentoring, Dedication to..., Business Process..., Agile Methodologies, Scrum
Education
Bryan College 2007 — 2008
MBA
The University of Tennessee at Chattanooga 1997 — 2000
Bachelor of Science
Soddy Daisy High School 1994 — 1997
Academic Honors
Unum July 2013 - Present
Riverview Chiropractic, Inc. September 2008 - Present
AUL, a OneAmerica Company April 2006 - October 2009
AUL, a OneAmerica Company January 2005 - March 2006
UnumProvident January 2003 - January 2005
Cigna Healthcare January 2001 - January 2003
Merrill Lynch 1999 - 2001
Skills
Employee Benefits, Insurance, Disability Insurance, Leadership, Life Insurance, Brokers, Health Savings Accounts, Health Insurance, Underwriting, Management, Training, Strategic Planning, Whole Life, Performance Management, Long-term Care, Customer Service, Negotiation, Sales Operations, Business Planning, Term Life Insurance, System Administration, Marketing, Voluntary Employee..., Budgets, Coaching, Team Building, Disability Benefits, Medical Billing, Payroll, Enrollments, Team Leadership, Financial Analysis, Strategic Financial..., Accounting, Human Resources, Process Improvement, Mentoring, Dedication to..., Business Process..., Agile Methodologies, Scrum
Education
Bryan College 2007 — 2008
MBA
The University of Tennessee at Chattanooga 1997 — 2000
Bachelor of Science
Soddy Daisy High School 1994 — 1997
Academic Honors
Vita Barrio's Merrill Lynch Experience January 1995 - August 2012
Job Vice President International Financial Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2012 - Present
Merrill Lynch January 1995 - August 2012
Skills
Asset Allocation, Mutual Funds, Fixed Income, Alternative Investments, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Portfolio Management, Risk Management, Investment Strategies, Financial Advisory, Investment Management, Asset Managment, Series 6, Hedge Funds, Wealth Management..., Securities, Financial Analysis, Separately Managed..., Financial Modeling, FINRA, Banking, Trading, Bonds, 401k, Investment Banking, Estate Planning, High Net Worth..., Private Banking, IRAs, Capital Markets, Structured Products, Due Diligence, Financial Markets, Relationship Management, Financial Risk, Corporate Finance, Bloomberg, Asset Management, Wealth Management, Investment Advisory, Finance, Equities, ETFs, Series 7, Retirement Planning, Financial Planning
Education
The University of Texas at Austin
Latin American Studies
Raymond James Financial Inc. August 2012 - Present
Merrill Lynch January 1995 - August 2012
Skills
Asset Allocation, Mutual Funds, Fixed Income, Alternative Investments, Investments, Series 63, Strategic Financial..., Uniform Combined State..., Portfolio Management, Risk Management, Investment Strategies, Financial Advisory, Investment Management, Asset Managment, Series 6, Hedge Funds, Wealth Management..., Securities, Financial Analysis, Separately Managed..., Financial Modeling, FINRA, Banking, Trading, Bonds, 401k, Investment Banking, Estate Planning, High Net Worth..., Private Banking, IRAs, Capital Markets, Structured Products, Due Diligence, Financial Markets, Relationship Management, Financial Risk, Corporate Finance, Bloomberg, Asset Management, Wealth Management, Investment Advisory, Finance, Equities, ETFs, Series 7, Retirement Planning, Financial Planning
Education
The University of Texas at Austin
Latin American Studies
Bruce Wurster Bruce Wurster's Merrill Lynch Experience 1987 - 1990
Job Director, Federal Contract Compliance at CH2M HILL
Industry Construction
Experience
CH2M HILL January 2011 - Present
CH2M HILL January 2007 - December 2010
Contracting Professionals, LLC January 2006 - December 2006
Kaiser-Hill Company, LLC April 2003 - December 2006
Jacobs Engineering July 1998 - April 2003
Jacobs Engineering 1996 - 1998
ERM Rocky Mountain 1994 - 1996
Contracting Professionals, LLC 1993 - 1994
EG&G Technical Services 1990 - 1993
Merrill Lynch 1987 - 1990
Skills
Contract Management, Procurement, Contract Negotiation, Government, Pricing, Compliance, Government Contracting, Subcontracting, Program Management, Process Improvement, Analysis, Government Procurement, Budgets, Project Planning, Management Consulting, Federal Government, FAR, Construction, Strategic Sourcing, RFP, Policy, Deltek, DoD, Earned Value Management, Defense, Subcontracts, Subcontracts Management, Costpoint, Government Proposals, Project Control, Cost Management, Security Clearance, DCAA, Cost Control, Risk Assessment, Supervisory Skills, Risk Management, Materials Management, Cost Benefit, Supply Management, ITAR, Commercial Management, Cost Engineering, Process Scheduler, Nuclear, Project Estimation, Project Bidding, EPC, Facilities Management, CPM Scheduling
Education
University of Denver 1991 — 1993
Masters Environmental Policy & Management, Environmental Studies
The University of South Dakota 1979 — 1981
Master of Business Administration (M.B.A.), Business Administration
University of Nebraska-Lincoln 1973 — 1977
Bachelor of Science (BS), Business Administration
CH2M HILL January 2011 - Present
CH2M HILL January 2007 - December 2010
Contracting Professionals, LLC January 2006 - December 2006
Kaiser-Hill Company, LLC April 2003 - December 2006
Jacobs Engineering July 1998 - April 2003
Jacobs Engineering 1996 - 1998
ERM Rocky Mountain 1994 - 1996
Contracting Professionals, LLC 1993 - 1994
EG&G Technical Services 1990 - 1993
Merrill Lynch 1987 - 1990
Skills
Contract Management, Procurement, Contract Negotiation, Government, Pricing, Compliance, Government Contracting, Subcontracting, Program Management, Process Improvement, Analysis, Government Procurement, Budgets, Project Planning, Management Consulting, Federal Government, FAR, Construction, Strategic Sourcing, RFP, Policy, Deltek, DoD, Earned Value Management, Defense, Subcontracts, Subcontracts Management, Costpoint, Government Proposals, Project Control, Cost Management, Security Clearance, DCAA, Cost Control, Risk Assessment, Supervisory Skills, Risk Management, Materials Management, Cost Benefit, Supply Management, ITAR, Commercial Management, Cost Engineering, Process Scheduler, Nuclear, Project Estimation, Project Bidding, EPC, Facilities Management, CPM Scheduling
Education
University of Denver 1991 — 1993
Masters Environmental Policy & Management, Environmental Studies
The University of South Dakota 1979 — 1981
Master of Business Administration (M.B.A.), Business Administration
University of Nebraska-Lincoln 1973 — 1977
Bachelor of Science (BS), Business Administration
Sahil Raj's Merrill Lynch Experience August 2012 - December 2012
Job Investment Banking Analyst at GulfStar Group
Industry Financial Services
Experience
GulfStar Group July 2014 - Present
Cappello Group, Inc. September 2013 - December 2013
Macquarie Group June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Citi June 2012 - August 2012
Mystic Tree Inc. August 2009 - August 2012
Skills
Financial Analysis, Valuation Modeling, Financial Risk..., Bloomberg, Capital IQ, Microsoft Office, Thomson One Banker, Due Diligence, Portfolio Management, Finance
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Finance
GulfStar Group July 2014 - Present
Cappello Group, Inc. September 2013 - December 2013
Macquarie Group June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Citi June 2012 - August 2012
Mystic Tree Inc. August 2009 - August 2012
Skills
Financial Analysis, Valuation Modeling, Financial Risk..., Bloomberg, Capital IQ, Microsoft Office, Thomson One Banker, Due Diligence, Portfolio Management, Finance
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Trae Schultz, CFP® Trae Schultz, CFP®'s Merrill Lynch Experience August 2008 - February 2009
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2011
Waddell and Reed April 2009 - September 2010
Merrill Lynch August 2008 - February 2009
Pecan Discount Drug June 2006 - July 2008
McKesson Pharmaceutical July 2004 - June 2006
Education
The University of Texas at Austin 1998 — 2003
B.A, Government/Business Foundations
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2011
Waddell and Reed April 2009 - September 2010
Merrill Lynch August 2008 - February 2009
Pecan Discount Drug June 2006 - July 2008
McKesson Pharmaceutical July 2004 - June 2006
Education
The University of Texas at Austin 1998 — 2003
B.A, Government/Business Foundations
Bradley D Church's Merrill Lynch Experience June 2004 - March 2009
Job Managing Partner at Private Ridge Wealth Management, LLC
Industry Investment Management
Experience
Private Ridge Wealth Management, LLC March 2009 - Present
Merrill Lynch June 2004 - March 2009
Skills
Wealth Management, Investment Banking, Investments, Retirement Planning, Structured Finance, Estate Planning, Fixed Income, Options Strategies, Employee Stock Options, Stocks, Concentrated Stock..., Leveraged Finance, Leveraged Lending, Asset Management, Private Banking, Financial Analysis, Retirement, Wealth, Finance, Financial Planning, Investment Strategies, Management, Portfolio Management
Education
The University of Tennessee at Chattanooga 1992 — 1997
Economics
Espanola Valley High School 1988 — 1992
Private Ridge Wealth Management, LLC March 2009 - Present
Merrill Lynch June 2004 - March 2009
Skills
Wealth Management, Investment Banking, Investments, Retirement Planning, Structured Finance, Estate Planning, Fixed Income, Options Strategies, Employee Stock Options, Stocks, Concentrated Stock..., Leveraged Finance, Leveraged Lending, Asset Management, Private Banking, Financial Analysis, Retirement, Wealth, Finance, Financial Planning, Investment Strategies, Management, Portfolio Management
Education
The University of Tennessee at Chattanooga 1992 — 1997
Economics
Espanola Valley High School 1988 — 1992
Jeff Edman's Merrill Lynch Experience 1996 - Present
Job Senior Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1996 - Present
Citi 1988 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Financial Planning
Education
The University of South Dakota 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch 1996 - Present
Citi 1988 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Financial Planning
Education
The University of South Dakota 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Brian Hodges Brian Hodges's Merrill Lynch Experience 1994 - 1997
Job VP WSO Sales / Western US & Canada
Industry Financial Services
Experience
Markit September 2013 - Present
Autonomic Software November 2012 - September 2013
McAfee January 2011 - November 2012
Texas Capial Management 2008 - 2011
Texas Capital Management 2000 - 2008
ProTrader Group 1998 - 2000
Lynch Investment Company 1997 - 1998
Merrill Lynch 1994 - 1997
Skills
Encryption, Data Loss Prevention, IPS, Firewalls, NAC, McAfee, Antivirus, Security, Direct Sales, Cloud Computing, Endpoint Security, Virtualization, Compliance, Network Security, Account Management, Data Security, SaaS, Solution Selling, DLP, Channel, Sales Enablement, Enterprise Software, Channel Partners, Lead Generation, Software Industry, Go-to-market Strategy, Cloud Security, Multi-channel Marketing, Resellers, Channel Sales, Sales Presentations, Data Center, Storage, Cold Calling, Computer Security, Demand Generation, Intrusion Detection, Managed Services, Business Alliances, Professional Services, Partner Management, Information Security, Pre-sales, Managed Security..., Strategic Partnerships, Sales Process, Selling, Salesforce.com, Sales Operations, CRM
Education
The University of Texas at Austin 1990 — 1994
BBA, International Business
Markit September 2013 - Present
Autonomic Software November 2012 - September 2013
McAfee January 2011 - November 2012
Texas Capial Management 2008 - 2011
Texas Capital Management 2000 - 2008
ProTrader Group 1998 - 2000
Lynch Investment Company 1997 - 1998
Merrill Lynch 1994 - 1997
Skills
Encryption, Data Loss Prevention, IPS, Firewalls, NAC, McAfee, Antivirus, Security, Direct Sales, Cloud Computing, Endpoint Security, Virtualization, Compliance, Network Security, Account Management, Data Security, SaaS, Solution Selling, DLP, Channel, Sales Enablement, Enterprise Software, Channel Partners, Lead Generation, Software Industry, Go-to-market Strategy, Cloud Security, Multi-channel Marketing, Resellers, Channel Sales, Sales Presentations, Data Center, Storage, Cold Calling, Computer Security, Demand Generation, Intrusion Detection, Managed Services, Business Alliances, Professional Services, Partner Management, Information Security, Pre-sales, Managed Security..., Strategic Partnerships, Sales Process, Selling, Salesforce.com, Sales Operations, CRM
Education
The University of Texas at Austin 1990 — 1994
BBA, International Business
J. Ryan Baggett J. Ryan Baggett's Merrill Lynch Experience September 2011 - March 2012
Job Executive Director Business Development at Adept Solutions Inc
Industry Computer Software
Experience
Adept Solutions Inc November 2014 - Present
Infolob Solutions, Inc. May 2013 - November 2014
Independent November 2012 - May 2013
Wells Fargo Advisors June 2012 - November 2012
Merrill Lynch September 2011 - March 2012
Insphere Insurance Solutions August 2010 - September 2011
Blue Ice Technologies February 2009 - July 2010
Dell, Inc. January 2007 - December 2008
Apple, Inc. April 2005 - October 2006
Sunset Direct May 1999 - February 2002
Skills
New Business Development, Strategic Planning, Account Management, Consultative Selling, Channel, Selling, Management, Investments, Marketing, Sales, CRM, Strategy, Solution Selling, Lead Generation, Training, Sales Operations, Marketing Strategy, Contract Negotiation, Risk Management, Banking, Insurance, Analysis, Customer Satisfaction, Finance, Start-ups, Cloud Computing, Portfolio Management, Business Development, Enterprise Software, Leadership, Sales Process, Sales Management, SaaS, Forecasting, Professional Services, Channel Partners, Team Building, Consulting, E-commerce, Managed Services, Telecommunications, P&L Management, Strategic Partnerships, Competitive Analysis, Salesforce.com, Executive Management, Direct Sales, Business Strategy, Cross-functional Team..., Disaster Recovery
Education
The University of Texas at Austin 1991 — 1996
Bachelor of Arts, Political Science / Finance
U.S. Army Public Affairs Officers 2003 — 2003
Army Officers Basic Course (91B) - APG 1996 — 1996
Maintenance Project Manager
Adept Solutions Inc November 2014 - Present
Infolob Solutions, Inc. May 2013 - November 2014
Independent November 2012 - May 2013
Wells Fargo Advisors June 2012 - November 2012
Merrill Lynch September 2011 - March 2012
Insphere Insurance Solutions August 2010 - September 2011
Blue Ice Technologies February 2009 - July 2010
Dell, Inc. January 2007 - December 2008
Apple, Inc. April 2005 - October 2006
Sunset Direct May 1999 - February 2002
Skills
New Business Development, Strategic Planning, Account Management, Consultative Selling, Channel, Selling, Management, Investments, Marketing, Sales, CRM, Strategy, Solution Selling, Lead Generation, Training, Sales Operations, Marketing Strategy, Contract Negotiation, Risk Management, Banking, Insurance, Analysis, Customer Satisfaction, Finance, Start-ups, Cloud Computing, Portfolio Management, Business Development, Enterprise Software, Leadership, Sales Process, Sales Management, SaaS, Forecasting, Professional Services, Channel Partners, Team Building, Consulting, E-commerce, Managed Services, Telecommunications, P&L Management, Strategic Partnerships, Competitive Analysis, Salesforce.com, Executive Management, Direct Sales, Business Strategy, Cross-functional Team..., Disaster Recovery
Education
The University of Texas at Austin 1991 — 1996
Bachelor of Arts, Political Science / Finance
U.S. Army Public Affairs Officers 2003 — 2003
Army Officers Basic Course (91B) - APG 1996 — 1996
Maintenance Project Manager
Delian Zafirov Delian Zafirov's Merrill Lynch Experience January 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
SEE DEVELOPMENT January 2009 - May 2013
Grand Bahama Shipyard February 2005 - October 2008
Ellada Co.,Ltd October 2000 - January 2005
Skills
Real Estate, Asset Management, Due Diligence, Investment Properties, Business Planning, Property Management, Budgeting, Problem Solving, Real Estate Development, Residential, Valuation, Financial Modeling, Real Estate Investment, Debt, Feasibility Studies
Education
The University of South Dakota 1995 — 1997
MBA
Westmar University 1990 — 1994
BA, International Marketing
Merrill Lynch January 2015 - Present
SEE DEVELOPMENT January 2009 - May 2013
Grand Bahama Shipyard February 2005 - October 2008
Ellada Co.,Ltd October 2000 - January 2005
Skills
Real Estate, Asset Management, Due Diligence, Investment Properties, Business Planning, Property Management, Budgeting, Problem Solving, Real Estate Development, Residential, Valuation, Financial Modeling, Real Estate Investment, Debt, Feasibility Studies
Education
The University of South Dakota 1995 — 1997
MBA
Westmar University 1990 — 1994
BA, International Marketing
Ricardo Bentin Ricardo Bentin's Merrill Lynch Experience July 2008 - November 2010
Job Director of Product Development at InvestingChannel
Industry Online Media
Experience
InvestingChannel February 2014 - Present
InvestingChannel August 2012 - February 2014
Dow Jones November 2010 - August 2012
Merrill Lynch July 2008 - November 2010
Sponsors for Educational Opportunity August 2007 - March 2008
Merrill Lynch May 2007 - August 2007
Hispanic Business Student Association May 2006 - May 2007
PricewaterhouseCoopers May 2006 - August 2006
Oxy May 2005 - August 2005
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Due Diligence, Strategic Financial..., Budgeting, Digital Media, Project Planning, Project Management, New Business Development, Mergers & Acquisitions, Strategy, Business Development, Finance, Strategic Partnerships, Investments, Competitive Analysis, Start-ups, Venture Capital, Analytics, Digital Strategy
Education
The University of Texas at Austin 2005 — 2008
BBA, Finance with a Minor in Information Systems
The University of Texas at San Antonio 2004 — 2005
W.P. Clements High School 2000 — 2004
High School
InvestingChannel February 2014 - Present
InvestingChannel August 2012 - February 2014
Dow Jones November 2010 - August 2012
Merrill Lynch July 2008 - November 2010
Sponsors for Educational Opportunity August 2007 - March 2008
Merrill Lynch May 2007 - August 2007
Hispanic Business Student Association May 2006 - May 2007
PricewaterhouseCoopers May 2006 - August 2006
Oxy May 2005 - August 2005
Skills
Financial Modeling, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Due Diligence, Strategic Financial..., Budgeting, Digital Media, Project Planning, Project Management, New Business Development, Mergers & Acquisitions, Strategy, Business Development, Finance, Strategic Partnerships, Investments, Competitive Analysis, Start-ups, Venture Capital, Analytics, Digital Strategy
Education
The University of Texas at Austin 2005 — 2008
BBA, Finance with a Minor in Information Systems
The University of Texas at San Antonio 2004 — 2005
W.P. Clements High School 2000 — 2004
High School
Christi Pease Christi Pease's Merrill Lynch Experience June 2008 - April 2010
Job Human Resources Consultant at LifeScape (Formally Children's Care Hospital and School)
Industry Hospital & Health Care
Experience
LifeScape January 2013 - Present
Sioux Falls Catholic Schools January 2012 - January 2013
Sioux Falls Catholic Schools April 2010 - January 2012
Merrill Lynch June 2008 - April 2010
Minnesota Teamsters Credit Union June 2007 - May 2008
Skills
Human Resources, Employee Relations, FMLA, Workers Compensation, Employee Orientations, Americans with..., Nonprofits, Interviews, Customer Service, Social Media, Time Management, Event Planning, Training, Professional Writing, Public Speaking, Team Building, Marketing Communications, Leadership, Research, Management, Microsoft Excel, Microsoft Word, Employee Training, Sales, Marketing, Fundraising, Onboarding, Employee Benefits, New Hire Orientations, Event Management, Interviewing, Analysis
Education
The University of South Dakota 2010 — 2012
Master of Science in Administration, Human Resources
University of St. Thomas 2004 — 2008
Political Science, Business Administration
O'Gorman
LifeScape January 2013 - Present
Sioux Falls Catholic Schools January 2012 - January 2013
Sioux Falls Catholic Schools April 2010 - January 2012
Merrill Lynch June 2008 - April 2010
Minnesota Teamsters Credit Union June 2007 - May 2008
Skills
Human Resources, Employee Relations, FMLA, Workers Compensation, Employee Orientations, Americans with..., Nonprofits, Interviews, Customer Service, Social Media, Time Management, Event Planning, Training, Professional Writing, Public Speaking, Team Building, Marketing Communications, Leadership, Research, Management, Microsoft Excel, Microsoft Word, Employee Training, Sales, Marketing, Fundraising, Onboarding, Employee Benefits, New Hire Orientations, Event Management, Interviewing, Analysis
Education
The University of South Dakota 2010 — 2012
Master of Science in Administration, Human Resources
University of St. Thomas 2004 — 2008
Political Science, Business Administration
O'Gorman
Connie Collins Connie Collins's Merrill Lynch Experience November 1990 - Present
Job Merrill Lynch, Senior Associate
Industry Financial Services
Experience
MERRILL LYNCH November 1990 - Present
Skills
Capital Markets, Portfolio Management, Fixed Income, Valuation, Trading, Investment Banking, Asset Management, Structured Products, Hedge Funds, Alternative Investments, Equities, Retirement Planning, Derivatives, Investments, Due Diligence, Series 7, Private Equity, Financial Analysis, Wealth Management, Financial Markets, Bloomberg, Structured Finance, Securities
Education
The University of Texas at Austin
MERRILL LYNCH November 1990 - Present
Skills
Capital Markets, Portfolio Management, Fixed Income, Valuation, Trading, Investment Banking, Asset Management, Structured Products, Hedge Funds, Alternative Investments, Equities, Retirement Planning, Derivatives, Investments, Due Diligence, Series 7, Private Equity, Financial Analysis, Wealth Management, Financial Markets, Bloomberg, Structured Finance, Securities
Education
The University of Texas at Austin
Kurtis Squyres Kurtis Squyres's Merrill Lynch Experience January 1994 - January 2000
Job Spent 16 years helping others build long term wealth. For the last decade, have been dedicated to real estate investing.
Industry Real Estate
Experience
Wholesale Real Estate Academy, Inc. September 2008 - Present
FarBelowMarket.com November 2006 - Present
BlueDome, Inc. January 2000 - January 2006
Merrill Lynch January 1994 - January 2000
Education
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
Wholesale Real Estate Academy, Inc. September 2008 - Present
FarBelowMarket.com November 2006 - Present
BlueDome, Inc. January 2000 - January 2006
Merrill Lynch January 1994 - January 2000
Education
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
Robin Peel Joe Robin Peel Joe's Merrill Lynch Experience January 1992 - January 1996
Job Vice President, Operations at Riley Hutto Wealth Management
Industry Financial Services
Experience
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Education
The University of Texas at Arlington
Riley Wealth Management, LLC January 2008 - Present
Raymond James January 2003 - January 2008
Paine Webber January 2000 - January 2003
UBS January 2000 - January 2003
Merrill Lynch January 1992 - January 1996
Education
The University of Texas at Arlington
Budy Djunaedi, MBA, CRPC® Budy Djunaedi, MBA, CRPC®'s Merrill Lynch Experience 2010 - 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC January 2015 - Present
Grand Edge Financial LLC 2013 - 2014
Merrill Lynch 2010 - 2012
ICS PTSA 2008 - 2010
Merrill Lynch March 2006 - December 2008
.Net Developers Association 2006 - 2008
Symetra Financial 2001 - March 2006
ICS PTSA 2003 - 2005
Safeco December 1999 - 2001
NBBJ 1993 - December 1999
Education
The University of Texas at Arlington
MBA
University of Michigan
MS, Civil/Structural Engineering
University of California, Berkeley
BA, Architecure
Wells Fargo Advisors, LLC January 2015 - Present
Grand Edge Financial LLC 2013 - 2014
Merrill Lynch 2010 - 2012
ICS PTSA 2008 - 2010
Merrill Lynch March 2006 - December 2008
.Net Developers Association 2006 - 2008
Symetra Financial 2001 - March 2006
ICS PTSA 2003 - 2005
Safeco December 1999 - 2001
NBBJ 1993 - December 1999
Education
The University of Texas at Arlington
MBA
University of Michigan
MS, Civil/Structural Engineering
University of California, Berkeley
BA, Architecure
Ashwin Altekar, CISSP, MBA Ashwin Altekar, CISSP, MBA's Merrill Lynch Experience 2004 - 2004
Job Director of Information Risk Management at Express Scripts
Industry Hospital & Health Care
Experience
Express Scripts September 2014 - Present
Heartland Payment Systems November 2012 - August 2014
Heartland Payment Systems February 2010 - October 2012
Capital One February 2009 - January 2010
Target Corporation August 2008 - February 2009
Trustwave June 2006 - June 2008
Visa September 2004 - June 2006
Merrill Lynch 2004 - 2004
Skills
Networking, System Design, Architecture, PCI DSS, CISSP, Security, CISM, Network Security, Certified Associate..., Computer Security, Vulnerability Assessment, Information Security, Enterprise Software, Information Security..., Cloud Computing, Management, IT Management, Payment Systems, Penetration Testing, CEH, Payment Industry, Disaster Recovery, CCNA, Information Technology, Project Management, IT Audit, Enterprise Risk..., Payment Card Processing, IT Strategy, Mobile Payments, Data Center, Electronic Payments, Risk Management, Computer Forensics, Payment Gateways, Debit Cards, Credit Cards, SDLC, Payments, Merchant Services, Intrusion Detection, Vendor Management, Business Continuity, IPS, Architectures, Application Security, ISO 27001, Risk Assessment, Security Policy
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Business Administration and Management, General
The University of Texas at Austin 2001 — 2005
B.S. Electrical Engineering, Electrical and Electronics Engineering
Express Scripts September 2014 - Present
Heartland Payment Systems November 2012 - August 2014
Heartland Payment Systems February 2010 - October 2012
Capital One February 2009 - January 2010
Target Corporation August 2008 - February 2009
Trustwave June 2006 - June 2008
Visa September 2004 - June 2006
Merrill Lynch 2004 - 2004
Skills
Networking, System Design, Architecture, PCI DSS, CISSP, Security, CISM, Network Security, Certified Associate..., Computer Security, Vulnerability Assessment, Information Security, Enterprise Software, Information Security..., Cloud Computing, Management, IT Management, Payment Systems, Penetration Testing, CEH, Payment Industry, Disaster Recovery, CCNA, Information Technology, Project Management, IT Audit, Enterprise Risk..., Payment Card Processing, IT Strategy, Mobile Payments, Data Center, Electronic Payments, Risk Management, Computer Forensics, Payment Gateways, Debit Cards, Credit Cards, SDLC, Payments, Merchant Services, Intrusion Detection, Vendor Management, Business Continuity, IPS, Architectures, Application Security, ISO 27001, Risk Assessment, Security Policy
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA, Business Administration and Management, General
The University of Texas at Austin 2001 — 2005
B.S. Electrical Engineering, Electrical and Electronics Engineering
Nicholas Curcio's Merrill Lynch Experience June 2011 - August 2011
Job Student and Researcher at Columbia University
Industry Research
Experience
Herman Herman and Katz, LLC July 2013 - February 2014
Teach For America July 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Encur, Inc. May 2008 - August 2008
Skills
Community Outreach, Research, PowerPoint, Nonprofits, Event Planning, Data Analysis, Microsoft Word, Public Speaking, Non-profits, Editing, Facebook, Fundraising, Microsoft Excel, Social Media, Microsoft Office, Social Networking
Education
Tulane University 2008 — 2012
BSM, Finance, Legal Studies in Business
The University of Queensland 2010 — 2010
Bachelor of Science Management, A.B. Freeman Study Abroad Program
Herman Herman and Katz, LLC July 2013 - February 2014
Teach For America July 2012 - July 2013
Merrill Lynch June 2011 - August 2011
Encur, Inc. May 2008 - August 2008
Skills
Community Outreach, Research, PowerPoint, Nonprofits, Event Planning, Data Analysis, Microsoft Word, Public Speaking, Non-profits, Editing, Facebook, Fundraising, Microsoft Excel, Social Media, Microsoft Office, Social Networking
Education
Tulane University 2008 — 2012
BSM, Finance, Legal Studies in Business
The University of Queensland 2010 — 2010
Bachelor of Science Management, A.B. Freeman Study Abroad Program
Gretchen Huddleston Gretchen Huddleston's Merrill Lynch Experience August 1981 - June 1982
Job Owner at Champions Westlake
Industry Sports
Experience
Champions Westlake Gymnastics & Cheer, Dance & Parkour August 1996 - Present
Circle C Child Development Center September 1995 - June 1997
Kinkaid Young Life January 1983 - November 1994
Cullen Bank 1984 - 1988
Eppler, Guerin & Turner, Inc. 1982 - 1984
Merrill Lynch August 1981 - June 1982
Kanakuk Kamps June 1981 - July 1981
Skills
Dance, Athletics, Personal Training, Nutrition, Wellness, Training, Fitness, Entrepreneurship, Fundraising
Education
The University of Texas at Austin 1978 — 1982
BBA, Finance
Champions Westlake Gymnastics & Cheer, Dance & Parkour August 1996 - Present
Circle C Child Development Center September 1995 - June 1997
Kinkaid Young Life January 1983 - November 1994
Cullen Bank 1984 - 1988
Eppler, Guerin & Turner, Inc. 1982 - 1984
Merrill Lynch August 1981 - June 1982
Kanakuk Kamps June 1981 - July 1981
Skills
Dance, Athletics, Personal Training, Nutrition, Wellness, Training, Fitness, Entrepreneurship, Fundraising
Education
The University of Texas at Austin 1978 — 1982
BBA, Finance
Sandra H. Rodman Sandra H. Rodman's Merrill Lynch Experience 1989 - 2003
Job CEO/Founder, Right Brain Aerobics
Industry Education Management
Experience
Right Brain Aerobics 2005 - Present
AT&T Wireless/Cingular 2003 - 2005
Merrill Lynch 1989 - 2003
Phoenix House Foundation 1967 - 1983
Skills
Leadership, Strategy, Entrepreneurship, Strategic Planning, Program Management, Project Planning, Leadership Development, Public Speaking, Start-ups, Management, Training, Team Building, Social Media, Coaching, Social Media Marketing, Executive Coaching, Public Relations, Social Networking, Management Consulting, Marketing, E-commerce, Integration, Human Resources, Business Analysis, Business Development, Organizational..., Small Business, Analysis, Business Strategy, Mergers & Acquisitions, Fundraising, Project Management, Marketing Strategy, Workshop Facilitation, Nonprofits, Team Leadership, Business Planning, Change Management, Personal Development, Event Planning, Vendor Management, Marketing Communications, Process Improvement, Staff Development, Creativity
Education
The University of Texas at Austin 1961 — 1967
Right Brain Aerobics 2005 - Present
AT&T Wireless/Cingular 2003 - 2005
Merrill Lynch 1989 - 2003
Phoenix House Foundation 1967 - 1983
Skills
Leadership, Strategy, Entrepreneurship, Strategic Planning, Program Management, Project Planning, Leadership Development, Public Speaking, Start-ups, Management, Training, Team Building, Social Media, Coaching, Social Media Marketing, Executive Coaching, Public Relations, Social Networking, Management Consulting, Marketing, E-commerce, Integration, Human Resources, Business Analysis, Business Development, Organizational..., Small Business, Analysis, Business Strategy, Mergers & Acquisitions, Fundraising, Project Management, Marketing Strategy, Workshop Facilitation, Nonprofits, Team Leadership, Business Planning, Change Management, Personal Development, Event Planning, Vendor Management, Marketing Communications, Process Improvement, Staff Development, Creativity
Education
The University of Texas at Austin 1961 — 1967
Robert Wyckoff Robert Wyckoff's Merrill Lynch Experience August 2009 - December 2010
Job Vice President – Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase December 2010 - Present
Merrill Lynch August 2009 - December 2010
UBS Financial Services January 2008 - August 2009
RW Mortgage Services March 2004 - October 2007
Ameriquest Mortgage Corporation March 2002 - March 2004
Education
The University of Texas at Austin 1996 — 2001
BA, Political Science and Government
John Marshall High School 1992 — 1996
JPMorgan Chase December 2010 - Present
Merrill Lynch August 2009 - December 2010
UBS Financial Services January 2008 - August 2009
RW Mortgage Services March 2004 - October 2007
Ameriquest Mortgage Corporation March 2002 - March 2004
Education
The University of Texas at Austin 1996 — 2001
BA, Political Science and Government
John Marshall High School 1992 — 1996
Samuel Pfeiffer Samuel Pfeiffer's Merrill Lynch Experience June 2013 - August 2013
Job Intern at Merrill Lynch
Industry
Experience
Western Printing & Hotel Supply June 2010 - Present
Schaap Sternhagen & Co CPA's, P.C. February 2015 - April 2015
Merrill Lynch June 2013 - August 2013
Skills
Event Planning, Marketing, Social Networking, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Time Management, Leadership, Teamwork, Research
Education
The University of South Dakota 2014 — 2015
Master of Professional Accountancy, Accounting
The University of South Dakota 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Western Printing & Hotel Supply June 2010 - Present
Schaap Sternhagen & Co CPA's, P.C. February 2015 - April 2015
Merrill Lynch June 2013 - August 2013
Skills
Event Planning, Marketing, Social Networking, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Time Management, Leadership, Teamwork, Research
Education
The University of South Dakota 2014 — 2015
Master of Professional Accountancy, Accounting
The University of South Dakota 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Karen Brennan, SPHR's Merrill Lynch Experience January 2009 - Present
Job Recruiting those wanting to be a Financial Advisor at Merrill Lynch!
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Bank of America 2007 - Present
Skills
Management, Interviews, Sourcing, Human Resources, Recruiting, Insurance, Networking, Strategy, Talent Acquisition, Talent Management, Applicant Tracking..., Building Relationships, Temporary Placement, Cold Calling, Time Management, Banking, Training, Consulting, College Recruiting, Career Counseling, Finance
Education
University of Houston 1987 — 1990
MBA, Marketing & Management
The University of Texas at Austin 1982 — 1986
BA, Geography, Economics
Merrill Lynch January 2009 - Present
Bank of America 2007 - Present
Skills
Management, Interviews, Sourcing, Human Resources, Recruiting, Insurance, Networking, Strategy, Talent Acquisition, Talent Management, Applicant Tracking..., Building Relationships, Temporary Placement, Cold Calling, Time Management, Banking, Training, Consulting, College Recruiting, Career Counseling, Finance
Education
University of Houston 1987 — 1990
MBA, Marketing & Management
The University of Texas at Austin 1982 — 1986
BA, Geography, Economics
Mohan Patel's Merrill Lynch Experience 2006 - 2008
Job at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management Fixed Income Specialist February 2014 - Present
Ana-Data Consulting Inc January 2003 - August 2010
Alliance Bernstein 2010 - 2010
Citigroup 2009 - 2010
MetLife Financial Services 2009 - 2009
Hedgespeed 2008 - 2009
Merrill Lynch 2006 - 2008
UBS 2005 - 2007
AIG 2003 - 2005
FTI - Now branded as Golden Source 2001 - 2003
Skills
Capital Markets, SDLC, Business Analysis, Market Data, Enterprise Architecture, Trading Systems, SharePoint, Asset Management, Hedge Funds, Microsoft SQL Server, Investment Management, Software Development, Equities, Google App Engine, SharePoint Designer, Office 365, Fixed Income, Financial Services, Risk Management, Vendor Management, IT Strategy, Portfolio Management, Software Project..., Trading, Investment Banking, Agile Methodologies, Requirements Analysis, Management, Integration, Business Intelligence, Project Management, Financial Markets, Consulting, Program Management
Education
University of Essex 1983 — 1987
MSc and PhD, Computer Engineering
The University of Salford 1979 — 1981
Bachelor of Science (BSc) Bio Medical Electronic
UBS Wealth Management Fixed Income Specialist February 2014 - Present
Ana-Data Consulting Inc January 2003 - August 2010
Alliance Bernstein 2010 - 2010
Citigroup 2009 - 2010
MetLife Financial Services 2009 - 2009
Hedgespeed 2008 - 2009
Merrill Lynch 2006 - 2008
UBS 2005 - 2007
AIG 2003 - 2005
FTI - Now branded as Golden Source 2001 - 2003
Skills
Capital Markets, SDLC, Business Analysis, Market Data, Enterprise Architecture, Trading Systems, SharePoint, Asset Management, Hedge Funds, Microsoft SQL Server, Investment Management, Software Development, Equities, Google App Engine, SharePoint Designer, Office 365, Fixed Income, Financial Services, Risk Management, Vendor Management, IT Strategy, Portfolio Management, Software Project..., Trading, Investment Banking, Agile Methodologies, Requirements Analysis, Management, Integration, Business Intelligence, Project Management, Financial Markets, Consulting, Program Management
Education
University of Essex 1983 — 1987
MSc and PhD, Computer Engineering
The University of Salford 1979 — 1981
Bachelor of Science (BSc) Bio Medical Electronic
Rustom Anklesaria, PMP's Merrill Lynch Experience November 2009 - April 2010
Job Sr. Functional Architect (Independent Consultant) at Amphora
Industry Management Consulting
Experience
Direct Energy July 2012 - October 2012
Amphora October 2011 - July 2012
Buckeye Partners, L.P June 2011 - December 2011
Chevron November 2010 - July 2011
Deutsche Bank April 2010 - November 2010
Merrill Lynch November 2009 - April 2010
Opportune September 2008 - November 2009
Sirius Solutions January 2008 - September 2008
Sirius Solutions October 2005 - December 2007
Dynegy June 2001 - July 2002
Skills
Vendor Management, Accounting System, Software Selection, Commodity Markets, ETRM, Business Analysis, Commodity, Business Process, Risk Management, Business Process..., Business Process Design, IT Strategy, Natural Gas, Management Consulting, Requirements Analysis, Energy, Integration, Trading Systems, Trading, Derivatives, Requirements Gathering
Education
The University of Texas at Austin 1996 — 2001
Bachelor's degree, Economics
Direct Energy July 2012 - October 2012
Amphora October 2011 - July 2012
Buckeye Partners, L.P June 2011 - December 2011
Chevron November 2010 - July 2011
Deutsche Bank April 2010 - November 2010
Merrill Lynch November 2009 - April 2010
Opportune September 2008 - November 2009
Sirius Solutions January 2008 - September 2008
Sirius Solutions October 2005 - December 2007
Dynegy June 2001 - July 2002
Skills
Vendor Management, Accounting System, Software Selection, Commodity Markets, ETRM, Business Analysis, Commodity, Business Process, Risk Management, Business Process..., Business Process Design, IT Strategy, Natural Gas, Management Consulting, Requirements Analysis, Energy, Integration, Trading Systems, Trading, Derivatives, Requirements Gathering
Education
The University of Texas at Austin 1996 — 2001
Bachelor's degree, Economics
Shekhar Sundar's Merrill Lynch Experience 2001 - 2004
Job Senior Technology Manager
Industry Financial Services
Experience
Analytik Services Inc. November 2014 - Present
Carrington Capital Management January 2013 - December 2013
Citadel Investment Group November 2008 - November 2012
JP Morgan 2005 - 2007
Barclay Capital 2004 - 2005
UBS Investment Bank 2004 - 2004
Merrill Lynch 2001 - 2004
Skills
Fixed Income, MBS, Structured Products, Perl, Unix, SQL, C++, Financial Markets, Python, Risk Management, C#, Risk, Mortgage, ABS, Derivatives, CDO, Capital Markets, Investment Banking, Mortgage Lending, Financial Risk, Management
Education
The University of Texas at Austin 1998 — 2001
Bachelor's Degree, Computer Science
Analytik Services Inc. November 2014 - Present
Carrington Capital Management January 2013 - December 2013
Citadel Investment Group November 2008 - November 2012
JP Morgan 2005 - 2007
Barclay Capital 2004 - 2005
UBS Investment Bank 2004 - 2004
Merrill Lynch 2001 - 2004
Skills
Fixed Income, MBS, Structured Products, Perl, Unix, SQL, C++, Financial Markets, Python, Risk Management, C#, Risk, Mortgage, ABS, Derivatives, CDO, Capital Markets, Investment Banking, Mortgage Lending, Financial Risk, Management
Education
The University of Texas at Austin 1998 — 2001
Bachelor's Degree, Computer Science
Kaki Vallee's Merrill Lynch Experience January 1999 - February 2001
Job realtor at Greenwood King
Industry Real Estate
Experience
Greenwood King August 2006 - Present
Merrill Lynch January 1999 - February 2001
Spires Financial January 1996 - February 1999
Howard Weil January 1988 - January 1996
Westcap Securities January 1979 - January 1988
Skills
Sales, Luxury, Relocation, Sellers, Single Family Homes, Residential Homes, Listings, Real Estate, Buyer Representation, New Home Sales
Education
University of Texas Austin 1971 — 1975
Greenwood King August 2006 - Present
Merrill Lynch January 1999 - February 2001
Spires Financial January 1996 - February 1999
Howard Weil January 1988 - January 1996
Westcap Securities January 1979 - January 1988
Skills
Sales, Luxury, Relocation, Sellers, Single Family Homes, Residential Homes, Listings, Real Estate, Buyer Representation, New Home Sales
Education
University of Texas Austin 1971 — 1975
Nathaniel Hutchinson's Merrill Lynch Experience 2007 - Present
Job Student at The University of Texas at Austin
Industry Mechanical or Industrial Engineering
Experience
Merrill Lynch 2007 - Present
Merrill Lynch Japan Securities Co., Ltd. June 2007 - August 2007
Mechanical Systems Laboratory, Tohoku University, Sendai, Japan September 2005 - August 2006
Education
The University of Texas at Austin 2002 — 2007
Tohoku University
Merrill Lynch 2007 - Present
Merrill Lynch Japan Securities Co., Ltd. June 2007 - August 2007
Mechanical Systems Laboratory, Tohoku University, Sendai, Japan September 2005 - August 2006
Education
The University of Texas at Austin 2002 — 2007
Tohoku University
Abbas Guvenilir's Merrill Lynch Experience May 2007 - August 2007
Job Sr. SDE at Service Now
Industry Computer Networking
Experience
ServiceNow May 2012 - Present
Livemocha 2010 - May 2012
Microsoft October 2008 - November 2009
Goldman Sachs July 2008 - November 2008
Merrill Lynch May 2007 - August 2007
Cisco Systems Inc January 2006 - August 2006
Skills
C, C++, Java, PHP, MySQL, JavaScript, Software Development, Apache, XML, SQL, Linux, Eclipse, Software Engineering, Cloud Computing
Education
The University of Texas at Austin 2004 — 2008
BS, Electrical and Computer Engineering
ServiceNow May 2012 - Present
Livemocha 2010 - May 2012
Microsoft October 2008 - November 2009
Goldman Sachs July 2008 - November 2008
Merrill Lynch May 2007 - August 2007
Cisco Systems Inc January 2006 - August 2006
Skills
C, C++, Java, PHP, MySQL, JavaScript, Software Development, Apache, XML, SQL, Linux, Eclipse, Software Engineering, Cloud Computing
Education
The University of Texas at Austin 2004 — 2008
BS, Electrical and Computer Engineering
Sharon Santizo's Merrill Lynch Experience November 2014 - Present
Job Officer; Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Merrill Lynch June 2011 - November 2014
Merrill Lynch September 2007 - June 2011
Merrill Lynch September 2006 - September 2007
Skills
Due Diligence, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Time Management, Teamwork, Customer Service, Outlook, Data Entry, Data Analysis, Financial Services, Spanish, Call Centers, Banking, Finance, Telephone Skills, Critical Thinking, Financial Risk, FINRA, KYC, Investment Banking, Back Office, Operational Risk, PowerPoint, Series 7, Team Leadership
Education
The University of Texas at Arlington 2003 — 2006
Bachelor's degree, Spanish Language Teacher Education
Mercer County Community College 2001 — 2003
Merrill Lynch November 2014 - Present
Merrill Lynch June 2011 - November 2014
Merrill Lynch September 2007 - June 2011
Merrill Lynch September 2006 - September 2007
Skills
Due Diligence, Risk Management, Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Time Management, Teamwork, Customer Service, Outlook, Data Entry, Data Analysis, Financial Services, Spanish, Call Centers, Banking, Finance, Telephone Skills, Critical Thinking, Financial Risk, FINRA, KYC, Investment Banking, Back Office, Operational Risk, PowerPoint, Series 7, Team Leadership
Education
The University of Texas at Arlington 2003 — 2006
Bachelor's degree, Spanish Language Teacher Education
Mercer County Community College 2001 — 2003
Reden Canlas's Merrill Lynch Experience 2005 - Present
Job Financial Services Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Skills
Mutual Funds, Wealth Management, Investments, Series 7, Retirement Planning, Investment Advisory, Securities, Asset Allocation, Portfolio Management, Retirement, Asset Management, Alternative Investments, Financial Advisory, Financial Services, Investment Strategies, Wealth Management..., ETFs, Bonds, Options, Equities, Finance, Financial Planning
Education
The University of Texas at Austin 2001 — 2005
Merrill Lynch 2005 - Present
Skills
Mutual Funds, Wealth Management, Investments, Series 7, Retirement Planning, Investment Advisory, Securities, Asset Allocation, Portfolio Management, Retirement, Asset Management, Alternative Investments, Financial Advisory, Financial Services, Investment Strategies, Wealth Management..., ETFs, Bonds, Options, Equities, Finance, Financial Planning
Education
The University of Texas at Austin 2001 — 2005
Raheel Moolji's Merrill Lynch Experience January 2007 - March 2007
Job Vice President at Remington Hotels
Industry Hospitality
Experience
Remington Hotels July 2013 - Present
Hilton Worldwide July 2011 - June 2013
Hilton Worldwide November 2008 - July 2011
Merrill Lynch January 2007 - March 2007
Skills
Forecast Modeling, Annual Budgets, Data Analysis, Yield Management, Price Optimization, Profitability Modeling, Forecasting, Business Analysis, Budgets, Hospitality, Management, CRM, Hotels, Revenue Analysis, Training, Leadership, Analysis, Team Management, Finance, Hospitality Industry, E-commerce, Front Office, Hotel Management, Hospitality Management, Pricing, Food & Beverage, Resorts, Pre-opening, Revenue Forecasting
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Economics
Remington Hotels July 2013 - Present
Hilton Worldwide July 2011 - June 2013
Hilton Worldwide November 2008 - July 2011
Merrill Lynch January 2007 - March 2007
Skills
Forecast Modeling, Annual Budgets, Data Analysis, Yield Management, Price Optimization, Profitability Modeling, Forecasting, Business Analysis, Budgets, Hospitality, Management, CRM, Hotels, Revenue Analysis, Training, Leadership, Analysis, Team Management, Finance, Hospitality Industry, E-commerce, Front Office, Hotel Management, Hospitality Management, Pricing, Food & Beverage, Resorts, Pre-opening, Revenue Forecasting
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Economics
Becky Baggett's Merrill Lynch Experience November 2008 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
NFP Securities October 2006 - November 2008
AIG VALIC July 2001 - October 2006
AIM Investments 1999 - 2001
Skills
Series 7, Series 63, Series 65, Salesforce.com
Education
The University of Texas at Austin 1994 — 1998
Merrill Lynch November 2008 - Present
NFP Securities October 2006 - November 2008
AIG VALIC July 2001 - October 2006
AIM Investments 1999 - 2001
Skills
Series 7, Series 63, Series 65, Salesforce.com
Education
The University of Texas at Austin 1994 — 1998
Mark Macomber's Merrill Lynch Experience 1993 - 1996
Job Founder/Managing Partner Streamline Partners
Industry Financial Services
Experience
Streamline Strategy and Distribution Partners April 2010 - Present
Streamline Ventures January 2015 - Present
USAA April 2007 - April 2010
Fidelity Investments 1999 - 2007
SunTrust Bank 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Investments, Wealth Management, Asset Managment, Series 7, Product Management, Series 63, Wealth, Retirement, Portfolio Management, Securities, Asset Allocation, Financial Services, Risk Management, Asset Management, Management, Banking, Insurance, Strategy, Investment Advisory, Investment Management, Equities, Retirement Planning, Program Management, 401k, Strategic Financial..., Financial Advisory, Mergers & Acquisitions, Alternative Investments, Outsourcing, Executive Management, Investment Strategies
Education
The University of Tennessee at Chattanooga
BS, Finance - Economics
Streamline Strategy and Distribution Partners April 2010 - Present
Streamline Ventures January 2015 - Present
USAA April 2007 - April 2010
Fidelity Investments 1999 - 2007
SunTrust Bank 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Investments, Wealth Management, Asset Managment, Series 7, Product Management, Series 63, Wealth, Retirement, Portfolio Management, Securities, Asset Allocation, Financial Services, Risk Management, Asset Management, Management, Banking, Insurance, Strategy, Investment Advisory, Investment Management, Equities, Retirement Planning, Program Management, 401k, Strategic Financial..., Financial Advisory, Mergers & Acquisitions, Alternative Investments, Outsourcing, Executive Management, Investment Strategies
Education
The University of Tennessee at Chattanooga
BS, Finance - Economics
James Hostetler, Jr.'s Merrill Lynch Experience June 2008 - February 2009
Job Managing Partner at Ascendant Capital, LLC
Industry Financial Services
Experience
Ascendant Capital, LLC February 2013 - Present
Ascendant Mortgage Corp. February 2013 - Present
Wells Fargo Advisors, LLC October 2011 - January 2013
American Guaranty Financial Group February 2009 - September 2011
Merrill Lynch June 2008 - February 2009
Strategic Acquisitions Group November 2006 - June 2008
HP Financial Corp. March 1997 - November 2006
Skills
Mutual Funds, Financial Goals, Economics, Asset Managment, Finance, Asset Management
Education
The University of Texas at Austin 1986 — 1991
Bachelor of Arts, English
Strake Jesuit College Preparatory 1982 — 1986
Ascendant Capital, LLC February 2013 - Present
Ascendant Mortgage Corp. February 2013 - Present
Wells Fargo Advisors, LLC October 2011 - January 2013
American Guaranty Financial Group February 2009 - September 2011
Merrill Lynch June 2008 - February 2009
Strategic Acquisitions Group November 2006 - June 2008
HP Financial Corp. March 1997 - November 2006
Skills
Mutual Funds, Financial Goals, Economics, Asset Managment, Finance, Asset Management
Education
The University of Texas at Austin 1986 — 1991
Bachelor of Arts, English
Strake Jesuit College Preparatory 1982 — 1986
Karla Dohn McCallister's Merrill Lynch Experience January 2010 - Present
Job VP and Senior Trust Officer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Tolleson Wealth Management August 2007 - November 2009
Bank of America October 2004 - August 2007
Bank of America September 2003 - October 2004
Education
The University of South Dakota 2001 — 2003
MBA, Business Administration
The University of South Dakota School of Law 2000 — 2003
Merrill Lynch January 2010 - Present
Tolleson Wealth Management August 2007 - November 2009
Bank of America October 2004 - August 2007
Bank of America September 2003 - October 2004
Education
The University of South Dakota 2001 — 2003
MBA, Business Administration
The University of South Dakota School of Law 2000 — 2003
Russ Coalson's Merrill Lynch Experience February 2007 - March 2009
Job MultiFunctional Team Subject Matter Expert (MFT SME) at SAIC
Industry Defense & Space
Experience
SAIC February 2013 - Present
Newbold Advisors February 2012 - February 2013
UnitedHealthcare June 2011 - January 2012
Bankers Life and Casualty January 2010 - June 2011
Longview Capital Group June 2009 - January 2010
Merrill Lynch February 2007 - March 2009
AIG 2006 - 2007
Fidelity Investments April 2004 - December 2006
American Express Financial Advisors February 2003 - May 2004
Bank of America March 1997 - October 1998
Skills
Analytics, Situation Analysis, Special Operations, Cross-functional Team..., Strategic Planning, Joint Military..., Military Liaison, Military Logistics, Risk Management, Financial Services, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance, Investments, Estate Planning, Team Building, Process Improvement
Education
University of Colorado at Boulder 1995 — 1997
BSME, Mechanical Engineering, Material Science Engineering
Colorado AeroTech 1995 — 1996
AAS/AOS, Aviation Science
The University of Texas at Arlington 1988 — 1995
Mechanical Engineering, Music
Sam Houston High School 1985 — 1988
Honors/Regents High School/Secondary Diploma Program
SAIC February 2013 - Present
Newbold Advisors February 2012 - February 2013
UnitedHealthcare June 2011 - January 2012
Bankers Life and Casualty January 2010 - June 2011
Longview Capital Group June 2009 - January 2010
Merrill Lynch February 2007 - March 2009
AIG 2006 - 2007
Fidelity Investments April 2004 - December 2006
American Express Financial Advisors February 2003 - May 2004
Bank of America March 1997 - October 1998
Skills
Analytics, Situation Analysis, Special Operations, Cross-functional Team..., Strategic Planning, Joint Military..., Military Liaison, Military Logistics, Risk Management, Financial Services, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance, Investments, Estate Planning, Team Building, Process Improvement
Education
University of Colorado at Boulder 1995 — 1997
BSME, Mechanical Engineering, Material Science Engineering
Colorado AeroTech 1995 — 1996
AAS/AOS, Aviation Science
The University of Texas at Arlington 1988 — 1995
Mechanical Engineering, Music
Sam Houston High School 1985 — 1988
Honors/Regents High School/Secondary Diploma Program
Patricia Williams PMP's Merrill Lynch Experience May 2009 - Present
Job Business Analyst at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch May 2009 - Present
Brown Brothers Harriman August 2008 - January 2009
US Trust, Bank of America Private Wealth Management July 2004 - June 2008
Earnings Performance Group November 1994 - July 2004
Financial Technologies April 1988 - November 1994
Education
The University of Sheffield 1976 — 1979
Merrill Lynch May 2009 - Present
Brown Brothers Harriman August 2008 - January 2009
US Trust, Bank of America Private Wealth Management July 2004 - June 2008
Earnings Performance Group November 1994 - July 2004
Financial Technologies April 1988 - November 1994
Education
The University of Sheffield 1976 — 1979
Arun Bapatla's Merrill Lynch Experience August 2003 - May 2004
Job IT Application Developer
Industry Pharmaceuticals
Experience
ALCON LABORATORIES, INC June 2004 - December 2009
Merrill Lynch August 2003 - May 2004
CSC July 1996 - July 2001
Education
The University of Texas at Arlington 2002 — 2003
MBA, Finance
The University of Texas at Arlington 1990 — 1996
Bachelor of Science, Information Systems and Management Sciences
ALCON LABORATORIES, INC June 2004 - December 2009
Merrill Lynch August 2003 - May 2004
CSC July 1996 - July 2001
Education
The University of Texas at Arlington 2002 — 2003
MBA, Finance
The University of Texas at Arlington 1990 — 1996
Bachelor of Science, Information Systems and Management Sciences
Hasnat Rashid's Merrill Lynch Experience August 2013 - January 2014
Job Registered Representative, International Settlements at Apex Clearing Corporation
Industry Financial Services
Experience
Apex Clearing January 2014 - Present
Merrill Lynch August 2013 - January 2014
J.P. Morgan July 2012 - January 2013
1st Global Capital Corp. August 2011 - February 2012
TD Ameritrade June 2009 - August 2011
Marriott January 2001 - June 2009
Scottrade January 2008 - January 2009
Skills
Customer Service, Series 7, Mutual Funds, Management, Series 63, Finance, Trading, Options, Analysis, Accounts Payable, Payroll, Accounting, Financial Advisory, Strategy, Sales, Capital Markets, Bond Markets
Education
The University of Texas at Arlington 2007 — 2009
BBA, Finance
Apex Clearing January 2014 - Present
Merrill Lynch August 2013 - January 2014
J.P. Morgan July 2012 - January 2013
1st Global Capital Corp. August 2011 - February 2012
TD Ameritrade June 2009 - August 2011
Marriott January 2001 - June 2009
Scottrade January 2008 - January 2009
Skills
Customer Service, Series 7, Mutual Funds, Management, Series 63, Finance, Trading, Options, Analysis, Accounts Payable, Payroll, Accounting, Financial Advisory, Strategy, Sales, Capital Markets, Bond Markets
Education
The University of Texas at Arlington 2007 — 2009
BBA, Finance
Andrew Rensimer's Merrill Lynch Experience June 2008 - February 2010
Job Finance Manager at Legacy Reserves
Industry Oil & Energy
Experience
Legacy Reserves August 2015 - Present
Seaport Global Securities LLC July 2012 - August 2015
Global Hunter Securities July 2012 - March 2015
FBR Capital Markets May 2011 - July 2012
Global Hunter Securities 2010 - July 2011
Merrill Lynch June 2008 - February 2010
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Equity Research, Bloomberg, Capital IQ, Financial Analysis, Corporate Finance, Equities, Private Equity, Equity Valuation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Legacy Reserves August 2015 - Present
Seaport Global Securities LLC July 2012 - August 2015
Global Hunter Securities July 2012 - March 2015
FBR Capital Markets May 2011 - July 2012
Global Hunter Securities 2010 - July 2011
Merrill Lynch June 2008 - February 2010
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Equity Research, Bloomberg, Capital IQ, Financial Analysis, Corporate Finance, Equities, Private Equity, Equity Valuation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Barrett Brightwell's Merrill Lynch Experience September 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2008 - Present
Morgan Stanley Investment Management 2005 - 2008
Education
The University of Tennessee at Chattanooga 2000 — 2005
Business, BA: Finance BA Economics
Merrill Lynch September 2008 - Present
Morgan Stanley Investment Management 2005 - 2008
Education
The University of Tennessee at Chattanooga 2000 — 2005
Business, BA: Finance BA Economics
Jared VanBockern's Merrill Lynch Experience October 2009 - February 2011
Job Business Development Officer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
ReachLocal March 2011 - June 2012
Merrill Lynch October 2009 - February 2011
Dex Media May 2006 - October 2009
Citibank May 2000 - May 2005
Skills
Advertising, Account Management, Contract Negotiation, Financial Planning, Insurance, Key Account Management, Team Leadership, Online Marketing, Social Media, Negotiation, Social Networking, New Business Development, Strategic Planning, Risk Management, Problem Solving, Strategic Financial..., Competitive Analysis, Sales, Start-ups, Business Development, Leadership, Training, CRM, Marketing Strategy, Marketing
Education
The University of South Dakota 1995 — 2000
BSBA, Business Major with emphasis in Finance
Wells Fargo April 2012 - Present
ReachLocal March 2011 - June 2012
Merrill Lynch October 2009 - February 2011
Dex Media May 2006 - October 2009
Citibank May 2000 - May 2005
Skills
Advertising, Account Management, Contract Negotiation, Financial Planning, Insurance, Key Account Management, Team Leadership, Online Marketing, Social Media, Negotiation, Social Networking, New Business Development, Strategic Planning, Risk Management, Problem Solving, Strategic Financial..., Competitive Analysis, Sales, Start-ups, Business Development, Leadership, Training, CRM, Marketing Strategy, Marketing
Education
The University of South Dakota 1995 — 2000
BSBA, Business Major with emphasis in Finance
Alan Blackburn's Merrill Lynch Experience 1987 - 2003
Job Managing Director at GulfStar Group
Industry Investment Banking
Experience
GulfStar Group July 2006 - Present
Growth Capital Partners December 2003 - May 2006
CIBC March 2003 - December 2003
Merrill Lynch 1987 - 2003
Kidder Peabody March 1986 - March 1987
McKinsey & Company July 1984 - March 1986
Deloitte June 1980 - August 1982
Tenneco June 1979 - June 1980
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, with Distinction, Finance
The University of Texas at Austin 1975 — 1979
BBA, Accounting/Finance
St John's
GulfStar Group July 2006 - Present
Growth Capital Partners December 2003 - May 2006
CIBC March 2003 - December 2003
Merrill Lynch 1987 - 2003
Kidder Peabody March 1986 - March 1987
McKinsey & Company July 1984 - March 1986
Deloitte June 1980 - August 1982
Tenneco June 1979 - June 1980
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, with Distinction, Finance
The University of Texas at Austin 1975 — 1979
BBA, Accounting/Finance
St John's
Niki Cavadas's Merrill Lynch Experience February 1998 - November 1999
Job Credit Suisse U.S Regulatory Execution
Industry Financial Services
Experience
Credit Suisse April 2015 - Present
Jefferies & Company July 2013 - Present
HSBC Securities July 2010 - July 2013
RBC Capital Markets September 2009 - August 2010
Deutsche Bank December 1999 - November 2009
Deutsche bank 1999 - 2009
Deutsche Bank -London November 1998 - December 1999
Merrill Lynch February 1998 - November 1999
Merrill Lynch February 1996 - November 1999
Price Waterhouse 1994 - 1996
Skills
Credit Risk, Equities, Financial Analysis, Finance, Financial Risk, Financial Reporting, Fixed Income, Risk Management, Trading, Valuation, Capital Markets, FX Options
Education
The University of Queensland
Bachelors
Credit Suisse April 2015 - Present
Jefferies & Company July 2013 - Present
HSBC Securities July 2010 - July 2013
RBC Capital Markets September 2009 - August 2010
Deutsche Bank December 1999 - November 2009
Deutsche bank 1999 - 2009
Deutsche Bank -London November 1998 - December 1999
Merrill Lynch February 1998 - November 1999
Merrill Lynch February 1996 - November 1999
Price Waterhouse 1994 - 1996
Skills
Credit Risk, Equities, Financial Analysis, Finance, Financial Risk, Financial Reporting, Fixed Income, Risk Management, Trading, Valuation, Capital Markets, FX Options
Education
The University of Queensland
Bachelors
Ken Drerup's Merrill Lynch Experience November 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
The Nolan Financial Group November 1999 - March 2006
Provident Companies (now UNUM) August 1973 - August 1999
Education
The University of Tennessee at Chattanooga 1973 — 1976
BA, English and American Language and Literature
Merrill Lynch November 2006 - Present
The Nolan Financial Group November 1999 - March 2006
Provident Companies (now UNUM) August 1973 - August 1999
Education
The University of Tennessee at Chattanooga 1973 — 1976
BA, English and American Language and Literature
Arthur Yeager's Merrill Lynch Experience October 1993 - March 2003
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James 2003 - Present
Merrill Lynch October 1993 - March 2003
Bear Stearns September 1992 - September 1993
CJ Lawerence October 1990 - September 1992
Merrill Lynch 1986 - 1990
J.P. Morgan Investment Management November 1984 - October 1986
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
Raymond James 2003 - Present
Merrill Lynch October 1993 - March 2003
Bear Stearns September 1992 - September 1993
CJ Lawerence October 1990 - September 1992
Merrill Lynch 1986 - 1990
J.P. Morgan Investment Management November 1984 - October 1986
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
James Beilstein's Merrill Lynch Experience May 2008 - January 2009
Job Internal Wholesaler at Principal Funds
Industry Financial Services
Experience
Principal Funds January 2012 - Present
UBS Financial Services January 2009 - December 2011
Merrill Lynch May 2008 - January 2009
Skills
Alternative Investments, Series 7, Series 66, Morningstar
Education
The University of Tennessee at Chattanooga 2004 — 2008
B.S., Finance
Principal Funds January 2012 - Present
UBS Financial Services January 2009 - December 2011
Merrill Lynch May 2008 - January 2009
Skills
Alternative Investments, Series 7, Series 66, Morningstar
Education
The University of Tennessee at Chattanooga 2004 — 2008
B.S., Finance
Rick Spence's Merrill Lynch Experience 1992 - 1996
Job Helping Financial Professionals Manage Their Practice Through World Class Retirement Plan Services For Plan Sponsors.
Industry Financial Services
Experience
Ameritas February 2013 - Present
Beacon Capital Management January 2012 - February 2013
Transamerica June 2008 - October 2011
The Hartford 2007 - 2008
National Pension Services, Inc. 1996 - 2005
Merrill Lynch 1992 - 1996
Shearson Lehman Brothers 1987 - 1990
Skills
Series 6, 401k, Annuities, Retirement, Series 63, Retirement Planning, Mutual Funds, Defined Benefit, Plan Design, Investment Advisory, Investments, Securities, Alternative Investments, Wealth Management, Asset Management, Pensions, Insurance, Asset Allocation, ERISA, Consultative Selling, ETFs, Annuity, Compliance, Series 65, Executive Compensation..., Deferred Compensation, Sales Compensation..., QuickBooks, Employee Benefits, Benefits Administration, Benchmarking, Sales Management, Client Development, Manage Client..., Key Account Development, Separately Managed..., Separate Accounts, Selling, Business Planning, Fixed Annuities, Retirement Plan..., Financial Planners, Series 7, IRAs, FINRA, Variable Annuities, Profit Sharing, Investment Strategies, Financial Advisory
Education
The University of Texas at Arlington - College of Business 1987 — 1990
BBA, Finance
Weatherford College 1984 — 1986
A.A., Agriculture Business
Ameritas February 2013 - Present
Beacon Capital Management January 2012 - February 2013
Transamerica June 2008 - October 2011
The Hartford 2007 - 2008
National Pension Services, Inc. 1996 - 2005
Merrill Lynch 1992 - 1996
Shearson Lehman Brothers 1987 - 1990
Skills
Series 6, 401k, Annuities, Retirement, Series 63, Retirement Planning, Mutual Funds, Defined Benefit, Plan Design, Investment Advisory, Investments, Securities, Alternative Investments, Wealth Management, Asset Management, Pensions, Insurance, Asset Allocation, ERISA, Consultative Selling, ETFs, Annuity, Compliance, Series 65, Executive Compensation..., Deferred Compensation, Sales Compensation..., QuickBooks, Employee Benefits, Benefits Administration, Benchmarking, Sales Management, Client Development, Manage Client..., Key Account Development, Separately Managed..., Separate Accounts, Selling, Business Planning, Fixed Annuities, Retirement Plan..., Financial Planners, Series 7, IRAs, FINRA, Variable Annuities, Profit Sharing, Investment Strategies, Financial Advisory
Education
The University of Texas at Arlington - College of Business 1987 — 1990
BBA, Finance
Weatherford College 1984 — 1986
A.A., Agriculture Business
Sumon Chaudhuri's Merrill Lynch Experience November 2009 - December 2012
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch November 2009 - December 2012
Jefferies & Company June 2007 - March 2008
Jefferies & Company April 2005 - June 2007
Education
The University of Texas at Austin 1997 — 2001
Bachelors of Business Administration, Finance, Accounting, Math, Economics
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch November 2009 - December 2012
Jefferies & Company June 2007 - March 2008
Jefferies & Company April 2005 - June 2007
Education
The University of Texas at Austin 1997 — 2001
Bachelors of Business Administration, Finance, Accounting, Math, Economics
Erik Solis's Merrill Lynch Experience August 1996 - August 1998
Job Private Mortgage Banker at Bank of Texas
Industry Financial Services
Experience
Bank of Texas October 2011 - Present
Great Western Financial Services September 2007 - September 2011
Federated Funding, LLC May 2005 - August 2007
UBS August 1998 - July 2003
Merrill Lynch August 1996 - August 1998
Education
The University of Texas at Austin 1991 — 1996
BA, Economics
Bank of Texas October 2011 - Present
Great Western Financial Services September 2007 - September 2011
Federated Funding, LLC May 2005 - August 2007
UBS August 1998 - July 2003
Merrill Lynch August 1996 - August 1998
Education
The University of Texas at Austin 1991 — 1996
BA, Economics
Joseph Lowery's Merrill Lynch Experience May 2011 - Present
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch July 1995 - February 2009
Kemper Securities July 1987 - July 1995
E.F. Hutton July 1975 - July 1987
Skills
Wealth Management, Asset Allocation, Securities, Investments, Asset Management, Retirement Planning, Series 7, Leadership, Investment Advisory, Alternative Investments, Mutual Funds, Uniform Combined State..., FINRA, Wealth Management..., Investment Strategies, Series 63
Education
Wharton School, University of Pennsylvania 1984 — 1986
Securities Industry Institute
The University of Texas at Austin 1969 — 1972
Bachelor of Journalism, Advertising / Marketing
Merrill Lynch May 2011 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch July 1995 - February 2009
Kemper Securities July 1987 - July 1995
E.F. Hutton July 1975 - July 1987
Skills
Wealth Management, Asset Allocation, Securities, Investments, Asset Management, Retirement Planning, Series 7, Leadership, Investment Advisory, Alternative Investments, Mutual Funds, Uniform Combined State..., FINRA, Wealth Management..., Investment Strategies, Series 63
Education
Wharton School, University of Pennsylvania 1984 — 1986
Securities Industry Institute
The University of Texas at Austin 1969 — 1972
Bachelor of Journalism, Advertising / Marketing
Barbara H. Cummings's Merrill Lynch Experience January 1993 - August 2005
Job Freelance Writer
Industry Writing and Editing
Experience
UBS Wealth Management September 2005 - September 2010
Merrill Lynch January 1993 - August 2005
Skills
Strategic Financial..., Financial Goals, Financial Analysis, Risk Management, Financial Modeling, Finance, Asset Managment, Portfolio Management, Investments, Forecasting, Insurance, Series 7, Account Management, Strategic Planning
Education
Vermont College of Fine Arts 2011 — 2013
Creative Writing, 4th Semester
Trinity University 1975 — 1977
Master of Arts (M.A.), English Language and Literature/Letters
The University of Texas at Austin 1970 — 1973
Bachelor of Arts (B.A.), English Language and Literature, General
UBS Wealth Management September 2005 - September 2010
Merrill Lynch January 1993 - August 2005
Skills
Strategic Financial..., Financial Goals, Financial Analysis, Risk Management, Financial Modeling, Finance, Asset Managment, Portfolio Management, Investments, Forecasting, Insurance, Series 7, Account Management, Strategic Planning
Education
Vermont College of Fine Arts 2011 — 2013
Creative Writing, 4th Semester
Trinity University 1975 — 1977
Master of Arts (M.A.), English Language and Literature/Letters
The University of Texas at Austin 1970 — 1973
Bachelor of Arts (B.A.), English Language and Literature, General
Ifraan Alam's Merrill Lynch Experience August 2006 - December 2006
Job Senior Internal Auditor at ConocoPhillips
Industry Oil & Energy
Experience
ConocoPhillips May 2013 - Present
ConocoPhillips October 2007 - April 2013
Merrill Lynch August 2006 - December 2006
Skills
Oil, Natural Gas, Upstream, Commodity Markets, Energy Industry, Commodity, Energy, Oil/Gas, Gas, Pipelines, Financial Analysis, SAP, Energy Markets, Oil & Gas Industry, Forecasting, Corporate Finance, Analysis
Education
University of Houston-Clear Lake 2005 — 2007
MS, Finance
University of Houston-Clear Lake 2005 — 2007
MBA, International Business
The University of Texas at Arlington - College of Business 2001 — 2004
BBA, Finance
ConocoPhillips May 2013 - Present
ConocoPhillips October 2007 - April 2013
Merrill Lynch August 2006 - December 2006
Skills
Oil, Natural Gas, Upstream, Commodity Markets, Energy Industry, Commodity, Energy, Oil/Gas, Gas, Pipelines, Financial Analysis, SAP, Energy Markets, Oil & Gas Industry, Forecasting, Corporate Finance, Analysis
Education
University of Houston-Clear Lake 2005 — 2007
MS, Finance
University of Houston-Clear Lake 2005 — 2007
MBA, International Business
The University of Texas at Arlington - College of Business 2001 — 2004
BBA, Finance
Bonnie DeAtley's Merrill Lynch Experience 1995 - 2000
Job Associate Director Capital Markets and Market Data at SNL Financial
Industry Investment Banking
Experience
SNL Financial 2009 - Present
Bovis Lend Lease 2001 - 2003
Merrill Lynch 1995 - 2000
Price Waterhouse Coopers 1992 - 1995
Education
The University of Texas at Austin
BBA, Accounting
The University of Texas at Austin - Red McCombs School of Business
Masters of Business Administration, Finance, Strategy, Accounting
SNL Financial 2009 - Present
Bovis Lend Lease 2001 - 2003
Merrill Lynch 1995 - 2000
Price Waterhouse Coopers 1992 - 1995
Education
The University of Texas at Austin
BBA, Accounting
The University of Texas at Austin - Red McCombs School of Business
Masters of Business Administration, Finance, Strategy, Accounting
Brian Macnish's Merrill Lynch Experience April 1997 - June 2003
Job Managing Principal at Craven Capital LLC
Industry Financial Services
Experience
Craven Capital LLC February 2012 - Present
BBL Churchill Group Inc 2011 - 2015
Deutsche Bank March 2010 - February 2012
Wilmington Trust October 2006 - January 2010
Atlantic Trust August 2003 - July 2006
Merrill Lynch April 1997 - June 2003
Skills
Trust & Estates attorney, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Securities, Equities, Asset Managment, Investment Advisory, Risk Management, Trust, Estate Law, Alternative Investments, Due Diligence, Asset Management, Private Equity, Investments, Strategy, Hedge Funds, Estate Planning, Financial Services, High Net Worth..., Capital Markets, Investment Management, Fixed Income, Family Office, Investment Strategies, Private Banking, Mutual Funds, Structured Finance, Wealth, Investment Banking, Financial Advisory, Emerging Markets, Structured Products, Bonds, Derivatives, Series 63, Valuation, Investor Relations, Trading, Financial Markets, Private Placements
Education
The University of Queensland 1973 — 1976
Bachelor of Laws (LL.B.), Law, Graduated from the half of the class that made the other half look good!
Brisbane Grammar School 1971 — 1972
Craven Capital LLC February 2012 - Present
BBL Churchill Group Inc 2011 - 2015
Deutsche Bank March 2010 - February 2012
Wilmington Trust October 2006 - January 2010
Atlantic Trust August 2003 - July 2006
Merrill Lynch April 1997 - June 2003
Skills
Trust & Estates attorney, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Securities, Equities, Asset Managment, Investment Advisory, Risk Management, Trust, Estate Law, Alternative Investments, Due Diligence, Asset Management, Private Equity, Investments, Strategy, Hedge Funds, Estate Planning, Financial Services, High Net Worth..., Capital Markets, Investment Management, Fixed Income, Family Office, Investment Strategies, Private Banking, Mutual Funds, Structured Finance, Wealth, Investment Banking, Financial Advisory, Emerging Markets, Structured Products, Bonds, Derivatives, Series 63, Valuation, Investor Relations, Trading, Financial Markets, Private Placements
Education
The University of Queensland 1973 — 1976
Bachelor of Laws (LL.B.), Law, Graduated from the half of the class that made the other half look good!
Brisbane Grammar School 1971 — 1972
Kevin Topolinski's Merrill Lynch Experience July 2010 - December 2011
Job Compliance Analyst
Industry Banking
Experience
Meta Payment Systems April 2012 - Present
Merrill Lynch July 2010 - December 2011
Perini Building Company February 2008 - June 2010
Countrywide Mortgage Services June 2005 - February 2008
American General March 2004 - June 2005
Skills
Financial Analysis
Education
The University of South Dakota 2010 — 2014
MBA, Business
University of Nevada Las Vegas Lee Business School 1999 — 2003
Bachelor of Science, Business Management
Green Valley High School 1995 — 1999
Meta Payment Systems April 2012 - Present
Merrill Lynch July 2010 - December 2011
Perini Building Company February 2008 - June 2010
Countrywide Mortgage Services June 2005 - February 2008
American General March 2004 - June 2005
Skills
Financial Analysis
Education
The University of South Dakota 2010 — 2014
MBA, Business
University of Nevada Las Vegas Lee Business School 1999 — 2003
Bachelor of Science, Business Management
Green Valley High School 1995 — 1999
Jarrod Burgess's Merrill Lynch Experience March 2012 - Present
Job Regional Manager at Merrill Lynch
Industry Banking
Experience
Merrill Lynch March 2012 - Present
Merrill Lynch March 2009 - March 2012
Bank of America January 2006 - March 2009
Skills
Licensing, Series 7, Series 24, Series 63, Wealth Management, Loans, Credit, Banking, Investments, Private Banking, Financial Services, Relationship Management, Commercial Lending, Leadership, Credit Analysis, Mortgage Lending
Education
The University of Texas at Arlington - College of Business Administration 1999 — 2002
BBA, FInance
Merrill Lynch March 2012 - Present
Merrill Lynch March 2009 - March 2012
Bank of America January 2006 - March 2009
Skills
Licensing, Series 7, Series 24, Series 63, Wealth Management, Loans, Credit, Banking, Investments, Private Banking, Financial Services, Relationship Management, Commercial Lending, Leadership, Credit Analysis, Mortgage Lending
Education
The University of Texas at Arlington - College of Business Administration 1999 — 2002
BBA, FInance
Sharon Walters's Merrill Lynch Experience February 2003 - January 2006
Job Consultant at SW Risk Managers
Industry Information Technology and Services
Experience
SW Risk Managers January 2009 - Present
GE January 2006 - April 2009
Merrill Lynch February 2003 - January 2006
Education
The University of North Dakota 1998 — 2003
Masters, Business Administration
SW Risk Managers January 2009 - Present
GE January 2006 - April 2009
Merrill Lynch February 2003 - January 2006
Education
The University of North Dakota 1998 — 2003
Masters, Business Administration
Julie Kerwin's Merrill Lynch Experience May 1992 - November 1996
Job
Industry Real Estate
Experience
KB Home June 2015 - Present
Coldwell Banker Residential Brokerage July 2007 - Present
Wyndham Vacation Ownership December 2007 - September 2009
Paychex November 1996 - December 1999
Merrill Lynch May 1992 - November 1996
Skills
Microsoft Word, Microsoft Office, Real Estate, Customer Service, Microsoft Excel, PowerPoint, Windows, Outlook, Negotiation, Team Building, Management, Marketing Strategy, Event Management, Public Relations, Public Speaking, Budgets, Teaching, English, Administration, Advertising, Analysis, Editing, Event Planning, Leadership, Marketing, Photoshop, Research, Sales, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Training, Time Management, Market Research, Referrals, Real Estate Transactions, Investment Properties, Selling, Property, Contract Negotiation, Residential Homes, Customer Satisfaction, Condos, Luxury, Relocation, Single Family Homes, Sellers, Short Sales, Online Marketing
Education
The University of Texas at Austin
KB Home June 2015 - Present
Coldwell Banker Residential Brokerage July 2007 - Present
Wyndham Vacation Ownership December 2007 - September 2009
Paychex November 1996 - December 1999
Merrill Lynch May 1992 - November 1996
Skills
Microsoft Word, Microsoft Office, Real Estate, Customer Service, Microsoft Excel, PowerPoint, Windows, Outlook, Negotiation, Team Building, Management, Marketing Strategy, Event Management, Public Relations, Public Speaking, Budgets, Teaching, English, Administration, Advertising, Analysis, Editing, Event Planning, Leadership, Marketing, Photoshop, Research, Sales, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Training, Time Management, Market Research, Referrals, Real Estate Transactions, Investment Properties, Selling, Property, Contract Negotiation, Residential Homes, Customer Satisfaction, Condos, Luxury, Relocation, Single Family Homes, Sellers, Short Sales, Online Marketing
Education
The University of Texas at Austin
Craig Moylan, PMP's Merrill Lynch Experience September 2007 - October 2009
Job Manager at The Gartland & Mellina Group
Industry Management Consulting
Experience
Gartland & Mellina Group January 2015 - Present
Gartland & Mellina Group October 2009 - December 2014
Merrill Lynch September 2007 - October 2009
The Bank of New York June 2006 - August 2007
T. Rowe Price Associates Inc January 2006 - April 2006
Skills
Financial Services, Risk Management, Equities, Microsoft Excel, Management Consulting, Business Analysis, Business Process..., Capital Markets, Alternative Investments, Project Management, Back Office, Hedge Funds, Prime Brokerage, Wealth Management, Process Improvement, Settlement, Regulatory Compliance, Capital Market..., Data Conversion, Financial Accounting, Tax Accounting, Fund Accounting
Education
Towson University 2002 — 2006
Bachelor of Science, Accounting; Accounting
The University of Queensland 2004 — 2004
Gartland & Mellina Group January 2015 - Present
Gartland & Mellina Group October 2009 - December 2014
Merrill Lynch September 2007 - October 2009
The Bank of New York June 2006 - August 2007
T. Rowe Price Associates Inc January 2006 - April 2006
Skills
Financial Services, Risk Management, Equities, Microsoft Excel, Management Consulting, Business Analysis, Business Process..., Capital Markets, Alternative Investments, Project Management, Back Office, Hedge Funds, Prime Brokerage, Wealth Management, Process Improvement, Settlement, Regulatory Compliance, Capital Market..., Data Conversion, Financial Accounting, Tax Accounting, Fund Accounting
Education
Towson University 2002 — 2006
Bachelor of Science, Accounting; Accounting
The University of Queensland 2004 — 2004
Kathryn Merryman's Merrill Lynch Experience May 2012 - July 2013
Job Financial Operations
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Merrill Lynch May 2012 - July 2013
The Cheesecake Factory May 2009 - May 2012
Education
The University of Texas at Arlington - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments August 2013 - Present
Merrill Lynch May 2012 - July 2013
The Cheesecake Factory May 2009 - May 2012
Education
The University of Texas at Arlington - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Tyler Zimmerman's Merrill Lynch Experience Chief EstimatorC & C ConcreteJune 2004 - October 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Chief EstimatorC & C ConcreteJune 2004 - October 2010
Skills
Series 7, Marketing Strategy, Microsoft Office, Budgets, Asset Allocation, Mutual Funds, Retirement Planning, Portfolio Management, Microsoft Excel, Retirement
Education
The University of Texas at Arlington 2004 — 2009
BFA
Merrill Lynch Chief EstimatorC & C ConcreteJune 2004 - October 2010
Skills
Series 7, Marketing Strategy, Microsoft Office, Budgets, Asset Allocation, Mutual Funds, Retirement Planning, Portfolio Management, Microsoft Excel, Retirement
Education
The University of Texas at Arlington 2004 — 2009
BFA
jonathan almansur's Merrill Lynch Experience July 2011 - December 2011
Job Engineering Intern at General Motors
Industry Automotive
Experience
Merrill Lynch July 2011 - December 2011
General Motors February 2011 - May 2011
Education
The University of Texas at Arlington
Industrial Engineering
University of Texas Pan America
Merrill Lynch July 2011 - December 2011
General Motors February 2011 - May 2011
Education
The University of Texas at Arlington
Industrial Engineering
University of Texas Pan America
Robert Munter's Merrill Lynch Experience May 2011 - August 2011
Job Financial Representative at Private Investment Firm
Industry Financial Services
Experience
Private Investment Firm May 2013 - Present
Merrill Lynch May 2011 - August 2011
Aramco Services Company May 2010 - August 2010
Abercrombie & Fitch June 2009 - August 2009
Education
The University of Texas at Austin 2010 — 2012
Bachelor of Business Administration, Corporate Finance
Private Investment Firm May 2013 - Present
Merrill Lynch May 2011 - August 2011
Aramco Services Company May 2010 - August 2010
Abercrombie & Fitch June 2009 - August 2009
Education
The University of Texas at Austin 2010 — 2012
Bachelor of Business Administration, Corporate Finance
Mary Hohlt's Merrill Lynch Experience July 2011 - June 2012
Job Architecture Graduate Student
Industry Design
Experience
The University of Texas at Austin August 2013 - December 2014
Merrill Lynch July 2011 - June 2012
Awamaki Peru September 2010 - December 2010
Saint Louis Art Museum August 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Photoshop, Data Analysis, Public Speaking, Social Media, Spanish, InDesign, Adobe Creative Suite, Illustrator, Event Planning, Analysis, Project Management, Customer Service, AutoCAD, Editing, Graphic Design, Marketing, Leadership
Education
The University of Texas at Austin 2012 — 2016
Master's Degree, Architecture
Washington University in St. Louis 2006 — 2010
B.A., Anthropology, English
The University of Texas at Austin August 2013 - December 2014
Merrill Lynch July 2011 - June 2012
Awamaki Peru September 2010 - December 2010
Saint Louis Art Museum August 2009 - May 2010
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Photoshop, Data Analysis, Public Speaking, Social Media, Spanish, InDesign, Adobe Creative Suite, Illustrator, Event Planning, Analysis, Project Management, Customer Service, AutoCAD, Editing, Graphic Design, Marketing, Leadership
Education
The University of Texas at Austin 2012 — 2016
Master's Degree, Architecture
Washington University in St. Louis 2006 — 2010
B.A., Anthropology, English
Larry Booth's Merrill Lynch Experience March 1998 - September 2009
Job Owner, Booth Financial Group LLC
Industry Financial Services
Experience
Booth Financial Group LLC 2009 - Present
Merrill Lynch March 1998 - September 2009
Booth Pest Control February 1976 - December 1997
Skills
Financial Planning, Portfolio Management, Retirement Planning
Education
The University of Texas at Austin 1964 — 1969
BS Chemistry, Chemistry
Booth Financial Group LLC 2009 - Present
Merrill Lynch March 1998 - September 2009
Booth Pest Control February 1976 - December 1997
Skills
Financial Planning, Portfolio Management, Retirement Planning
Education
The University of Texas at Austin 1964 — 1969
BS Chemistry, Chemistry
Larry Shipley's Merrill Lynch Experience March 1982 - December 1999
Job Pres., Villages Democratic Club
Industry Political Organization
Experience
na November 1999 - Present
Merrill Lynch March 1982 - December 1999
Education
Mitchell Senior High School
The University of South Dakota
BA, Botany/Plant Biology
na November 1999 - Present
Merrill Lynch March 1982 - December 1999
Education
Mitchell Senior High School
The University of South Dakota
BA, Botany/Plant Biology
Kenny Kwon's Merrill Lynch Experience May 2009 - August 2009
Job Regional Sales Manager at PanAmerica Supply, Inc. (PASI)
Industry International Trade and Development
Experience
PanAmerica Supply, Inc. (PASI) April 2012 - Present
Merrill Lynch May 2009 - August 2009
Skills
Marketing, Market Research, Marketing Communications, Event Planning, Microsoft Office, Salesforce.com, Market Analysis, Analytics, Social Media, PowerPoint, Google Analytics, Product Management, Advertising, Marketing Strategy, Competitive Analysis, Budgets, Online Advertising, Data Analysis, Strategic Planning, Project Management, Analysis, Contract Negotiation, Business Development, Social Media Marketing, Direct Sales, Social Networking, Team Leadership, Team Building, Marketing Research, Business Strategy, Account Management, Public Relations, Sales Management, CRM, Product Development, New Business Development, Sales, Product Marketing, Integrated Marketing, Entrepreneurship, Customer Service, Online Marketing, Strategy, Start-ups, Negotiation, Leadership, Management, Customer Satisfaction, Email Marketing, Digital Marketing
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Cypress Falls
Cypress Falls
Cypress Falls
PanAmerica Supply, Inc. (PASI) April 2012 - Present
Merrill Lynch May 2009 - August 2009
Skills
Marketing, Market Research, Marketing Communications, Event Planning, Microsoft Office, Salesforce.com, Market Analysis, Analytics, Social Media, PowerPoint, Google Analytics, Product Management, Advertising, Marketing Strategy, Competitive Analysis, Budgets, Online Advertising, Data Analysis, Strategic Planning, Project Management, Analysis, Contract Negotiation, Business Development, Social Media Marketing, Direct Sales, Social Networking, Team Leadership, Team Building, Marketing Research, Business Strategy, Account Management, Public Relations, Sales Management, CRM, Product Development, New Business Development, Sales, Product Marketing, Integrated Marketing, Entrepreneurship, Customer Service, Online Marketing, Strategy, Start-ups, Negotiation, Leadership, Management, Customer Satisfaction, Email Marketing, Digital Marketing
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Cypress Falls
Cypress Falls
Cypress Falls
Stephanie Groschup, CRPC®'s Merrill Lynch Experience 2003 - 2008
Job Managing Partner, Groschup Martin Wealth Management Group, LLC
Industry Financial Services
Experience
Groschup Martin Wealth Management Group, LLC 2010 - Present
Wells Fargo Advisors 2008 - 2010
Merrill Lynch 2003 - 2008
Merrill Lynch 2001 - 2003
Skills
Investment Advisory, Series 7, Investment Management, Investment Strategies, Alternative Investments, Portfolio Management, Fixed Income, Investments, Risk Analytics, Portfolio Optimization, Asset Management, Risk Management, Series 66, Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth Management, Strategic Financial..., Securities, Financial Services, High Net Worth..., Finance, Management, Mutual Funds, Asset Allocation, Retirement, 401k, Equities, Financial Advisory, Financial Analysis
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.)
Groschup Martin Wealth Management Group, LLC 2010 - Present
Wells Fargo Advisors 2008 - 2010
Merrill Lynch 2003 - 2008
Merrill Lynch 2001 - 2003
Skills
Investment Advisory, Series 7, Investment Management, Investment Strategies, Alternative Investments, Portfolio Management, Fixed Income, Investments, Risk Analytics, Portfolio Optimization, Asset Management, Risk Management, Series 66, Retirement Planning, Retirement Plan..., Qualified Retirement..., Wealth Management, Strategic Financial..., Securities, Financial Services, High Net Worth..., Finance, Management, Mutual Funds, Asset Allocation, Retirement, 401k, Equities, Financial Advisory, Financial Analysis
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.)
Robert Albrecht's Merrill Lynch Experience May 1996 - January 2000
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2000 - Present
Merrill Lynch May 1996 - January 2000
Edward Jones May 1987 - May 1996
Custer County Bank January 1981 - September 1985
Education
Stoner Graduate School of Banking 1981 — 1983
General Banking Principles
The University of North Dakota 1969 — 1971
BSBA, Business Administration and Management, General
Edward Jones January 2000 - Present
Merrill Lynch May 1996 - January 2000
Edward Jones May 1987 - May 1996
Custer County Bank January 1981 - September 1985
Education
Stoner Graduate School of Banking 1981 — 1983
General Banking Principles
The University of North Dakota 1969 — 1971
BSBA, Business Administration and Management, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank