Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Bryan Moore Bryan Moore's Merrill Lynch Experience 1991 - 1994
Job Vice President of Admissions Operations
Industry Education Management
Experience
Career Education Corporation August 2012 - Present
Kaplan University June 2010 - June 2012
Kaplan Professional December 2008 - June 2010
Kaplan Professional June 2007 - November 2008
Citibank North America 1994 - 2007
Merrill Lynch 1991 - 1994
Skills
Training, Marketing, Budgets, Admissions, Enrollment Management, Staff Development, E-Learning, Leadership Development, Adult Education, Higher Education, Leadership, Coaching, Instructional Design, Public Speaking, Team Building, Strategic Planning, Career Counseling, Resume Writing, Management, Curriculum Development
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Business Administration (BBA), Marketing, International Business
Career Education Corporation August 2012 - Present
Kaplan University June 2010 - June 2012
Kaplan Professional December 2008 - June 2010
Kaplan Professional June 2007 - November 2008
Citibank North America 1994 - 2007
Merrill Lynch 1991 - 1994
Skills
Training, Marketing, Budgets, Admissions, Enrollment Management, Staff Development, E-Learning, Leadership Development, Adult Education, Higher Education, Leadership, Coaching, Instructional Design, Public Speaking, Team Building, Strategic Planning, Career Counseling, Resume Writing, Management, Curriculum Development
Education
The University of Texas at Austin 1984 — 1989
Bachelor of Business Administration (BBA), Marketing, International Business
Paul Wobbe, CFP® Paul Wobbe, CFP®'s Merrill Lynch Experience 1985 - 1993
Job Investment Advisor for Retirement & Investment Portfolios
Industry Financial Services
Experience
Sovereign Wealth Advisors & LPL Financial 2009 - Present
Wells Fargo Advisors 2004 - 2009
UBS Wealth Management 1993 - 2004
Merrill Lynch 1985 - 1993
Education
The University of Texas at Austin 1974 — 1975
BS, Radio, Television, Film
University of Houston 1969 — 1973
Radio-TV
Sovereign Wealth Advisors & LPL Financial 2009 - Present
Wells Fargo Advisors 2004 - 2009
UBS Wealth Management 1993 - 2004
Merrill Lynch 1985 - 1993
Education
The University of Texas at Austin 1974 — 1975
BS, Radio, Television, Film
University of Houston 1969 — 1973
Radio-TV
Nady Obeid Nady Obeid's Merrill Lynch Experience June 2007 - August 2007
Job Software Engineer at Google
Industry Internet
Experience
Google August 2013 - Present
KLA-Tencor January 2011 - July 2013
University of Illinois at Urbana-Champaign January 2009 - December 2010
Merrill Lynch June 2007 - August 2007
Skills
High Performance..., C++, CUDA, C, Mobile Applications, GPU, Objective-C, C#, Python, Java, Unity3D, Project Management
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Master's degree, Computer Engineering, 3.87
The University of Texas at Austin 2004 — 2008
Bachelor's degree, Computer Engineering
Google August 2013 - Present
KLA-Tencor January 2011 - July 2013
University of Illinois at Urbana-Champaign January 2009 - December 2010
Merrill Lynch June 2007 - August 2007
Skills
High Performance..., C++, CUDA, C, Mobile Applications, GPU, Objective-C, C#, Python, Java, Unity3D, Project Management
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Master's degree, Computer Engineering, 3.87
The University of Texas at Austin 2004 — 2008
Bachelor's degree, Computer Engineering
Ambrish Vasudevan Ambrish Vasudevan's Merrill Lynch Experience May 2011 - August 2011
Job Associate at Global Infrastructure Partners
Industry Venture Capital & Private Equity
Experience
Global Infrastructure Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Perella Weinberg Partners March 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
BBA, Finance
Global Infrastructure Partners August 2015 - Present
Morgan Stanley June 2013 - July 2015
Perella Weinberg Partners March 2012 - March 2013
Merrill Lynch May 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
BBA, Finance
Patrick Loewe Patrick Loewe's Merrill Lynch Experience June 2001 - December 2001
Job Research Coordinator at CBRE
Industry Financial Services
Experience
CBRE September 2014 - Present
Austin Apartment Agency September 2013 - Present
CMC America October 2012 - March 2014
OriGen Biomedical June 2005 - July 2012
Merrill Lynch June 2001 - December 2001
UPS January 2000 - October 2000
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Inventory Management, Teamwork, Photoshop, Food, Research, Hospitality, Team Building, Strategic Planning, Management, Windows, Data Entry, Customer Satisfaction, HTML, Bloomberg Terminal
Education
The University of Texas at Austin
B.A, Economics
CBRE September 2014 - Present
Austin Apartment Agency September 2013 - Present
CMC America October 2012 - March 2014
OriGen Biomedical June 2005 - July 2012
Merrill Lynch June 2001 - December 2001
UPS January 2000 - October 2000
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Inventory Management, Teamwork, Photoshop, Food, Research, Hospitality, Team Building, Strategic Planning, Management, Windows, Data Entry, Customer Satisfaction, HTML, Bloomberg Terminal
Education
The University of Texas at Austin
B.A, Economics
The MWord The MWord's Merrill Lynch Experience 2000 - 2007
Job Senior Investment Management Consultant, Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2007 - Present
Merrill Lynch 2000 - 2007
Sackler and Assosciates 1987 - 2000
Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Commercial Banking, Commodity, Business Strategy, Loan Origination, Portfolio Optimization, Outstanding...
Education
University of Michigan
Bachelor of Arts (B.A.)
The University of Texas at Austin
Master of Science (M.S.), Marketing and Finance
Wharton School, University of Pennsylvania
CIMA®, Investment Management Consulting
Morgan Stanley Wealth Management May 2007 - Present
Merrill Lynch 2000 - 2007
Sackler and Assosciates 1987 - 2000
Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Commercial Banking, Commodity, Business Strategy, Loan Origination, Portfolio Optimization, Outstanding...
Education
University of Michigan
Bachelor of Arts (B.A.)
The University of Texas at Austin
Master of Science (M.S.), Marketing and Finance
Wharton School, University of Pennsylvania
CIMA®, Investment Management Consulting
Buck Eaton Buck Eaton's Merrill Lynch Experience September 1989 - December 2003
Job Founding Pastor, Catch the Fire Houston
Industry Religious Institutions
Experience
Catch the Fire Houston June 2015 - Present
Catch the Fire Houston September 2010 - May 2015
Skye Petroleum, Inc. December 2009 - May 2015
Sweetwater Christian Fellowship February 2004 - September 2010
Merrill Lynch September 1989 - December 2003
Smith Barney September 1987 - September 1989
Skills
Business Strategy, Strategic Planning, Energy, Operations Management, Preaching, Theology, Leadership Development, Nonprofits, Public Speaking, Community Outreach, Leadership, Event Planning, Coaching, Fundraising, Team Building, Youth Ministry, Teaching, Pastoral Care
Education
University of Houston 1989 — 1993
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1982 — 1986
Business Management
Catch the Fire Houston June 2015 - Present
Catch the Fire Houston September 2010 - May 2015
Skye Petroleum, Inc. December 2009 - May 2015
Sweetwater Christian Fellowship February 2004 - September 2010
Merrill Lynch September 1989 - December 2003
Smith Barney September 1987 - September 1989
Skills
Business Strategy, Strategic Planning, Energy, Operations Management, Preaching, Theology, Leadership Development, Nonprofits, Public Speaking, Community Outreach, Leadership, Event Planning, Coaching, Fundraising, Team Building, Youth Ministry, Teaching, Pastoral Care
Education
University of Houston 1989 — 1993
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1982 — 1986
Business Management
Poonam Ruby Prasad's Merrill Lynch Experience June 2009 - July 2009
Job MBA Candidate 2016, McCombs School of Business
Industry Information Technology and Services
Experience
Dell January 2015 - Present
YouTube August 2013 - June 2014
Google October 2011 - August 2013
Sutliff & Stout March 2010 - May 2011
University of Texas Learning Center August 2008 - December 2009
Merrill Lynch June 2009 - July 2009
Memorial Hermann Healthcare System January 2005 - May 2005
Skills
Data Analysis, Strategy, Marketing, Information Technology, Business Operations, Project Planning, Management, PPC, Analysis, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Dell January 2015 - Present
YouTube August 2013 - June 2014
Google October 2011 - August 2013
Sutliff & Stout March 2010 - May 2011
University of Texas Learning Center August 2008 - December 2009
Merrill Lynch June 2009 - July 2009
Memorial Hermann Healthcare System January 2005 - May 2005
Skills
Data Analysis, Strategy, Marketing, Information Technology, Business Operations, Project Planning, Management, PPC, Analysis, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Ik Choi's Merrill Lynch Experience
Job Administrative Manager Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Fixed Income, Asset Management, Investments, Uniform Combined State..., Outlook, FINRA, Financial Planning, Administrative..., Microsoft Excel, Financial Analysis, Banking
Education
James E Taylor High School
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Merrill Lynch
Skills
Series 7, Fixed Income, Asset Management, Investments, Uniform Combined State..., Outlook, FINRA, Financial Planning, Administrative..., Microsoft Excel, Financial Analysis, Banking
Education
James E Taylor High School
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Alan J. Yancelson Alan J. Yancelson's Merrill Lynch Experience 2011 - 2012
Job We know what it means to serve
Industry Financial Services
Experience
USAA September 2014 - Present
Frost & Sullivan 2013 - 2014
Hold Asociados 2013 - 2014
Merrill Lynch 2011 - 2012
Alpha Epsilon Pi 2010 - 2011
RedPeg Marketing 2007 - 2007
Market Vision 2006 - 2007
Skills
Interpersonal, Written,..., Analytical and Creative..., Team, Organizational,..., Experienced Public and..., Sales and Event..., Foreign Languages, Fundraising, Marketing Strategy and..., Interpersonal Skill, Public Speaking, Recruiting, Leadership, French, Sales, Budgets, Spanish, Marketing, Event Management, Advertising, Public Relations, Marketing Strategy, Entrepreneurship, Data Analysis, Microsoft Word, Retail, Social Media, Access, Adobe Creative Suite, Team Leadership, Finance, Event Planning, Social Networking, Microsoft Excel, Financial Analysis, Strategic Planning, Facebook, Small Business, Investments, Social Media Marketing, Nonprofits, Research, Customer Service, Microsoft Office, Time Management, PowerPoint, Marketing Communications, Business Planning, Market Research, Strategy, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
BBA, Marketing and Psychology
Alamo Heights High School 2003 — 2006
High School
Colegio Israelita de Mexico (CIM) 1991 — 2003
Middle School
USAA September 2014 - Present
Frost & Sullivan 2013 - 2014
Hold Asociados 2013 - 2014
Merrill Lynch 2011 - 2012
Alpha Epsilon Pi 2010 - 2011
RedPeg Marketing 2007 - 2007
Market Vision 2006 - 2007
Skills
Interpersonal, Written,..., Analytical and Creative..., Team, Organizational,..., Experienced Public and..., Sales and Event..., Foreign Languages, Fundraising, Marketing Strategy and..., Interpersonal Skill, Public Speaking, Recruiting, Leadership, French, Sales, Budgets, Spanish, Marketing, Event Management, Advertising, Public Relations, Marketing Strategy, Entrepreneurship, Data Analysis, Microsoft Word, Retail, Social Media, Access, Adobe Creative Suite, Team Leadership, Finance, Event Planning, Social Networking, Microsoft Excel, Financial Analysis, Strategic Planning, Facebook, Small Business, Investments, Social Media Marketing, Nonprofits, Research, Customer Service, Microsoft Office, Time Management, PowerPoint, Marketing Communications, Business Planning, Market Research, Strategy, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
BBA, Marketing and Psychology
Alamo Heights High School 2003 — 2006
High School
Colegio Israelita de Mexico (CIM) 1991 — 2003
Middle School
Seth Legatowicz's Merrill Lynch Experience January 1996 - September 1997
Job Insurance Broker, Problem Solver Life, Long Term Care, Disability, Annuity Planning
Industry Insurance
Experience
Independent Planners Group January 2015 - Present
SJL Insurance Agency November 2014 - Present
Colorado Brokerage Group January 2012 - January 2015
CBG Life Solutions January 2012 - January 2015
Pilot Insurance Center December 1998 - January 2012
Merrill Lynch January 1996 - September 1997
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement, Disability Insurance, Retirement Planning, Long-term Care, Underwriting, Marketing, Sales, Term Life Insurance, Brokers, Strategic Financial..., Financial Services, Investments, Universal Life, Financial Planning, Wealth Management, Finance, 401k, Key Person Insurance, Risk Management, Employee Benefits, Mutual Funds, Estate Planning, Financial Planners, Wealth, Management, Health Insurance, Insurance Brokerage, Financial Advisory, Life Insurance for..., Mortgage Protection, Income Protection, Insurance Planning, Wealth Transfer, Insurance Strategies, Long Term Care, Annuities, Direct Marketing, Email Marketing, Online Marketing, Succession Planning, Final Expense Planning, Long Term Care Insurance, Problem Solving, New Business..., Brokerage General Agent, Entrepreneurship, Indexed Annuities
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts, Economics
Independent Planners Group January 2015 - Present
SJL Insurance Agency November 2014 - Present
Colorado Brokerage Group January 2012 - January 2015
CBG Life Solutions January 2012 - January 2015
Pilot Insurance Center December 1998 - January 2012
Merrill Lynch January 1996 - September 1997
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement, Disability Insurance, Retirement Planning, Long-term Care, Underwriting, Marketing, Sales, Term Life Insurance, Brokers, Strategic Financial..., Financial Services, Investments, Universal Life, Financial Planning, Wealth Management, Finance, 401k, Key Person Insurance, Risk Management, Employee Benefits, Mutual Funds, Estate Planning, Financial Planners, Wealth, Management, Health Insurance, Insurance Brokerage, Financial Advisory, Life Insurance for..., Mortgage Protection, Income Protection, Insurance Planning, Wealth Transfer, Insurance Strategies, Long Term Care, Annuities, Direct Marketing, Email Marketing, Online Marketing, Succession Planning, Final Expense Planning, Long Term Care Insurance, Problem Solving, New Business..., Brokerage General Agent, Entrepreneurship, Indexed Annuities
Education
The University of Texas at Austin 1992 — 1995
Bachelor of Arts, Economics
Khushboo Kamnani Khushboo Kamnani's Merrill Lynch Experience May 2011 - August 2011
Job Finance Rotation Analyst
Industry Financial Services
Experience
BG Group July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Wells Fargo Securities March 2012 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Trading, Financial Modeling, Bloomberg, Valuation, Investment Banking, Corporate Finance, Microsoft Excel, Investments, Portfolio Management, PowerPoint, Data Analysis, Finance, Private Equity, Due Diligence, Microsoft Office, Microsoft Word, Economics, Leadership, Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor's degree, Business Honors Program, Finance, Junior
The University of Texas at Austin
BG Group July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
Wells Fargo Securities March 2012 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Trading, Financial Modeling, Bloomberg, Valuation, Investment Banking, Corporate Finance, Microsoft Excel, Investments, Portfolio Management, PowerPoint, Data Analysis, Finance, Private Equity, Due Diligence, Microsoft Office, Microsoft Word, Economics, Leadership, Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor's degree, Business Honors Program, Finance, Junior
The University of Texas at Austin
Ann (Betsy) Thomas's Merrill Lynch Experience October 1980 - January 2009
Job Branch Office Administrator at UBS Wealth Management
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch October 1980 - January 2009
Skills
Series 7, Series 63
Education
The University of Texas at Austin 1976 — 1980
Bachelor of Fine Arts (BFA), Drama and Dance
University of North Carolina School of the Arts 1974 — 1975
Dance
High School for the Performing and Visual Arts 1971 — 1974
High School Diploma, Dance
Johnston Junior High School
UBS January 2009 - Present
Merrill Lynch October 1980 - January 2009
Skills
Series 7, Series 63
Education
The University of Texas at Austin 1976 — 1980
Bachelor of Fine Arts (BFA), Drama and Dance
University of North Carolina School of the Arts 1974 — 1975
Dance
High School for the Performing and Visual Arts 1971 — 1974
High School Diploma, Dance
Johnston Junior High School
Mohammad Affan Khan's Merrill Lynch Experience October 2010 - July 2012
Job Portfolio Management
Industry Oil & Energy
Experience
Direct Energy March 2015 - Present
Barclays Investment Bank August 2012 - October 2014
Merrill Lynch October 2010 - July 2012
Merrill Lynch February 2010 - May 2010
Pac-Marine Services May 2008 - January 2010
Education
The University of Texas at Austin
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 2010 — 2012
Master of Science (M.S.), Finance, 3.555
University of Houston-Downtown 2007 — 2010
Bachelor's Degree, Finance, 3.4
Direct Energy March 2015 - Present
Barclays Investment Bank August 2012 - October 2014
Merrill Lynch October 2010 - July 2012
Merrill Lynch February 2010 - May 2010
Pac-Marine Services May 2008 - January 2010
Education
The University of Texas at Austin
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 2010 — 2012
Master of Science (M.S.), Finance, 3.555
University of Houston-Downtown 2007 — 2010
Bachelor's Degree, Finance, 3.4
Jim McCarthty Jim McCarthty's Merrill Lynch Experience 1970 - 1977
Job Wealth Management Specialist at Raymond James Financial Services
Industry Financial Services
Experience
The Noble Group 2012 - Present
Raymond James & Associates, Inc 1994 - July 2012
Shearson Lehman Brothers 1988 - 1993
Wenthrop Securities 1983 - 1987
Shearson Lehman Brothers 1977 - 1982
Merrill Lynch 1970 - 1977
Education
The University of Texas at Austin 1963 — 1967
Finance
The Noble Group 2012 - Present
Raymond James & Associates, Inc 1994 - July 2012
Shearson Lehman Brothers 1988 - 1993
Wenthrop Securities 1983 - 1987
Shearson Lehman Brothers 1977 - 1982
Merrill Lynch 1970 - 1977
Education
The University of Texas at Austin 1963 — 1967
Finance
Jay Liberman Jay Liberman's Merrill Lynch Experience April 1998 - November 2008
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2008 - Present
Merrill Lynch April 1998 - November 2008
Education
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
RBC Wealth Management November 2008 - Present
Merrill Lynch April 1998 - November 2008
Education
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Sef Villarreal Sef Villarreal's Merrill Lynch Experience May 1993 - August 1996
Job Technical Sales Professional, Storage and Datacenter
Industry Information Technology and Services
Experience
Dell Federal May 2011 - Present
Dell, Inc. January 2008 - May 2011
Dell, Inc. August 2004 - December 2007
Dell December 1999 - July 2004
Dell, Inc. May 1998 - November 1999
May Merchandising Company October 1991 - April 1998
Merrill Lynch May 1993 - August 1996
Skills
Compellent, Storage Solutions, Storage Virtualization, Deduplication, Storage, iSCSI, Storage Area Networks, Solution Selling, NAS, Fibre Channel, Virtualization, Cloud Computing, VDI, Salesforce.com, Channel, Enterprise Storage, Data Center, Sales Enablement, Storage Architecture, Selling, Channel Partners, SAN, Sales
Education
The University of Texas at Austin
BA, Economics
Dell Federal May 2011 - Present
Dell, Inc. January 2008 - May 2011
Dell, Inc. August 2004 - December 2007
Dell December 1999 - July 2004
Dell, Inc. May 1998 - November 1999
May Merchandising Company October 1991 - April 1998
Merrill Lynch May 1993 - August 1996
Skills
Compellent, Storage Solutions, Storage Virtualization, Deduplication, Storage, iSCSI, Storage Area Networks, Solution Selling, NAS, Fibre Channel, Virtualization, Cloud Computing, VDI, Salesforce.com, Channel, Enterprise Storage, Data Center, Sales Enablement, Storage Architecture, Selling, Channel Partners, SAN, Sales
Education
The University of Texas at Austin
BA, Economics
Padma Sethu's Merrill Lynch Experience July 2007 - June 2011
Job Sr. Marketing Manager at Amazon
Industry Retail
Experience
Amazon May 2015 - Present
Amazon May 2014 - May 2015
Business Innovation Facility/PwC July 2013 - September 2013
Swadhaar FinServe Pvt Ltd July 2011 - June 2012
Merrill Lynch July 2007 - June 2011
Merrill Lynch May 2006 - August 2006
Skills
Business Analysis, Strategy, Project Management, Product Management, Product Development, Business Strategy, Business Process, Analysis
Education
University of Oxford - Said Business School 2012 — 2013
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2003 — 2007
Bachelor of Science (B.S.), Computer Science
Amazon May 2015 - Present
Amazon May 2014 - May 2015
Business Innovation Facility/PwC July 2013 - September 2013
Swadhaar FinServe Pvt Ltd July 2011 - June 2012
Merrill Lynch July 2007 - June 2011
Merrill Lynch May 2006 - August 2006
Skills
Business Analysis, Strategy, Project Management, Product Management, Product Development, Business Strategy, Business Process, Analysis
Education
University of Oxford - Said Business School 2012 — 2013
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2003 — 2007
Bachelor of Science (B.S.), Computer Science
Duncan Lee Duncan Lee's Merrill Lynch Experience 1991 - 1996
Job President at DAL Capital
Industry Investment Management
Experience
DAL Capital 2013 - Present
DABCO Capital August 2013 - Present
Rocketvine May 2014 - Present
Home America 2010 - Present
Forte Development/AAE/Blue Water Capital 1999 - 2008
Bankers Trust 1996 - 1999
Merrill Lynch 1991 - 1996
Skills
Capital Raising, Distressed Debt, Emerging Markets, Investments, Fixed Income, Capital Markets, Trading, Alternative Investments, Hedge Funds, Financial Markets, Private Equity, Portfolio Management, Investment Management, Foreign Languages, Athletics, Cooking, Scuba Diving, Hunting, Swimming, Tennis, Table Tennis, Soccer, Baseball, Squash, Gardening, Bicycle, Backgammon, Board Games
Education
The University of Texas at Austin
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
DAL Capital 2013 - Present
DABCO Capital August 2013 - Present
Rocketvine May 2014 - Present
Home America 2010 - Present
Forte Development/AAE/Blue Water Capital 1999 - 2008
Bankers Trust 1996 - 1999
Merrill Lynch 1991 - 1996
Skills
Capital Raising, Distressed Debt, Emerging Markets, Investments, Fixed Income, Capital Markets, Trading, Alternative Investments, Hedge Funds, Financial Markets, Private Equity, Portfolio Management, Investment Management, Foreign Languages, Athletics, Cooking, Scuba Diving, Hunting, Swimming, Tennis, Table Tennis, Soccer, Baseball, Squash, Gardening, Bicycle, Backgammon, Board Games
Education
The University of Texas at Austin
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Jenny Che Jenny Che's Merrill Lynch Experience September 2012 - December 2012
Job Risk Consulting Associate
Industry Financial Services
Experience
KPMG August 2014 - Present
Merrill Lynch September 2012 - December 2012
General Motors May 2012 - August 2012
Horizon Bank February 2012 - May 2012
Procter and Gamble August 2011 - May 2012
Office of the Governor, State of Texas August 2011 - December 2011
FutureWei Technologies June 2008 - August 2008
Skills
Accounting, Auditing, Finance, Microsoft Excel, PowerPoint, Photoshop, Lotus Notes, Outlook, Financial Modeling, JavaScript, Analysis, Public Speaking
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration, Accounting and Finance, Actuarial Studies
Plano West Senior High School
KPMG August 2014 - Present
Merrill Lynch September 2012 - December 2012
General Motors May 2012 - August 2012
Horizon Bank February 2012 - May 2012
Procter and Gamble August 2011 - May 2012
Office of the Governor, State of Texas August 2011 - December 2011
FutureWei Technologies June 2008 - August 2008
Skills
Accounting, Auditing, Finance, Microsoft Excel, PowerPoint, Photoshop, Lotus Notes, Outlook, Financial Modeling, JavaScript, Analysis, Public Speaking
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration, Accounting and Finance, Actuarial Studies
Plano West Senior High School
Bob McIntyre MBA, CTPM, CTCM Bob McIntyre MBA, CTPM, CTCM's Merrill Lynch Experience November 1986 - July 2000
Job Experienced Public Procurement and Contract Manager
Industry Government Administration
Experience
Texas Workforce Commission September 2015 - Present
Texas Animal Health Commission (TAHC) March 2015 - June 2015
Texas Veterans Commission August 2013 - January 2014
Texas Department of Public Safety October 2011 - April 2013
Texas Procurement and Support Services, Texas Comptroller of Public Accounts September 2008 - June 2011
Property Tax Division, Texas Comptroller of Public Accounts October 2005 - September 2008
AT&T September 2004 - October 2005
Merrill Lynch November 1986 - July 2000
CENTER FOR TRANSPORTATION RESEARCH February 1985 - March 1986
Skills
Contract Management, Procurement, Management, Contract Negotiation, Negotiation, Purchasing, Process Improvement, Government, Strategic Planning, Policy, Program Management, Public Speaking, Analysis, Project Planning, Supply Management, Leadership, Project Management, El castellano, Government Contracting, Government Procurement, Budgets, Customer Service, Change Management, Team Building, Logistics, Business Process..., Training, Supply Chain Management, Cross-functional Team..., Operations Management, Policy Analysis, Team Leadership, Vendor Management, Proposal Writing, Microsoft Office, Microsoft Excel, Nonprofits, Research, Strategic Sourcing, Spanish, Public Relations, Inventory Management, Leadership Development, Strategy, Community Outreach, Supervisory Skills, Risk Management, Social Media
Education
The University of Texas at Austin 1983 — 1986
Master of Business Administration (MBA), Finance, Business Administration
The University of Texas at Austin 1978 — 1982
Master of Arts (ABD), Iberoromance Philology and Linguistics, 3.35 GPA
Immaculate Heart College 1974 — 1978
Bachelor of Arts (BA), Finance/Latin American Studies, 3.75 GPA
La Pontífica Universidad Católica del Perú (Fundo Pando) 1975 — 1976
Undergraduate Studies, Linguistic Anthropology
St. Ignatius Loyola High School, Los Angeles 1968 — 1972
High School Diploma, Jesuit Preparatory School (Latin, Classical Literature, Mathematics, Natural Science, Theology
Texas Workforce Commission September 2015 - Present
Texas Animal Health Commission (TAHC) March 2015 - June 2015
Texas Veterans Commission August 2013 - January 2014
Texas Department of Public Safety October 2011 - April 2013
Texas Procurement and Support Services, Texas Comptroller of Public Accounts September 2008 - June 2011
Property Tax Division, Texas Comptroller of Public Accounts October 2005 - September 2008
AT&T September 2004 - October 2005
Merrill Lynch November 1986 - July 2000
CENTER FOR TRANSPORTATION RESEARCH February 1985 - March 1986
Skills
Contract Management, Procurement, Management, Contract Negotiation, Negotiation, Purchasing, Process Improvement, Government, Strategic Planning, Policy, Program Management, Public Speaking, Analysis, Project Planning, Supply Management, Leadership, Project Management, El castellano, Government Contracting, Government Procurement, Budgets, Customer Service, Change Management, Team Building, Logistics, Business Process..., Training, Supply Chain Management, Cross-functional Team..., Operations Management, Policy Analysis, Team Leadership, Vendor Management, Proposal Writing, Microsoft Office, Microsoft Excel, Nonprofits, Research, Strategic Sourcing, Spanish, Public Relations, Inventory Management, Leadership Development, Strategy, Community Outreach, Supervisory Skills, Risk Management, Social Media
Education
The University of Texas at Austin 1983 — 1986
Master of Business Administration (MBA), Finance, Business Administration
The University of Texas at Austin 1978 — 1982
Master of Arts (ABD), Iberoromance Philology and Linguistics, 3.35 GPA
Immaculate Heart College 1974 — 1978
Bachelor of Arts (BA), Finance/Latin American Studies, 3.75 GPA
La Pontífica Universidad Católica del Perú (Fundo Pando) 1975 — 1976
Undergraduate Studies, Linguistic Anthropology
St. Ignatius Loyola High School, Los Angeles 1968 — 1972
High School Diploma, Jesuit Preparatory School (Latin, Classical Literature, Mathematics, Natural Science, Theology
Steven Nadolny, PMP Steven Nadolny, PMP's Merrill Lynch Experience January 2009 - May 2009
Job Financial Analysis Consultant Enterprise Infrastructure Controller at Dell
Industry Information Technology and Services
Experience
Dell April 2015 - Present
Dell March 2014 - March 2015
Dell October 2012 - March 2014
Dell March 2012 - October 2012
Dell September 2011 - March 2012
Dell March 2011 - September 2011
Dell September 2010 - March 2011
Susan G. Komen for the Cure June 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Sprouts Farmers Market June 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Forecasting, Microsoft Excel, PeopleSoft, Visual Basic, Financial Services, Access, Customer Service, Strategic Financial..., Marketing, Investor Relations, A/R collections, Freight, Six Sigma, Strategic Consulting, Change Management, Internal Audit, Auditing, Analysis, Finance, Strategy, Corporate Finance, Business Process, Variance Analysis, Process Improvement, Business Process..., Consulting, Pricing, Data Analysis, Risk Management, Financial Reporting, Accounting, Account Reconciliation, Analytics, PowerPoint, Hyperion Planning, Salesforce.com, Internal Controls, Information Technology, Federal Procurement, Lean Management, Project Management, Global Operations, Visio, Team Leadership, Yellow Belt, Leadership, PMP
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
BBA, Finance, 3.72 GPA
Dell April 2015 - Present
Dell March 2014 - March 2015
Dell October 2012 - March 2014
Dell March 2012 - October 2012
Dell September 2011 - March 2012
Dell March 2011 - September 2011
Dell September 2010 - March 2011
Susan G. Komen for the Cure June 2009 - August 2009
Merrill Lynch January 2009 - May 2009
Sprouts Farmers Market June 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Forecasting, Microsoft Excel, PeopleSoft, Visual Basic, Financial Services, Access, Customer Service, Strategic Financial..., Marketing, Investor Relations, A/R collections, Freight, Six Sigma, Strategic Consulting, Change Management, Internal Audit, Auditing, Analysis, Finance, Strategy, Corporate Finance, Business Process, Variance Analysis, Process Improvement, Business Process..., Consulting, Pricing, Data Analysis, Risk Management, Financial Reporting, Accounting, Account Reconciliation, Analytics, PowerPoint, Hyperion Planning, Salesforce.com, Internal Controls, Information Technology, Federal Procurement, Lean Management, Project Management, Global Operations, Visio, Team Leadership, Yellow Belt, Leadership, PMP
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
BBA, Finance, 3.72 GPA
Thomas Little Thomas Little's Merrill Lynch Experience March 2007 - September 2009
Job Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal January 2014 - Present
GE Capital August 2013 - December 2013
Deloitte June 2012 - July 2013
Deutsche Bank November 2009 - May 2012
Merrill Lynch March 2007 - September 2009
Goldman Sachs January 2005 - March 2007
KPMG US March 2003 - January 2005
Skills
Valuation, Portfolio Management, Financial Risk, Strategy, Commodity, Structured Finance, Financial Services, Credit, Energy, Internal Controls, Commodity Markets, Derivatives, Capital Markets, Fixed Income, Financial Modeling, Market Risk, Equities, Risk Management
Education
The University of Texas at Austin
PhD, Applied Mathematics
The University of Texas at Austin
Bachelor of Science (BS), Mathematics
Alvarez & Marsal January 2014 - Present
GE Capital August 2013 - December 2013
Deloitte June 2012 - July 2013
Deutsche Bank November 2009 - May 2012
Merrill Lynch March 2007 - September 2009
Goldman Sachs January 2005 - March 2007
KPMG US March 2003 - January 2005
Skills
Valuation, Portfolio Management, Financial Risk, Strategy, Commodity, Structured Finance, Financial Services, Credit, Energy, Internal Controls, Commodity Markets, Derivatives, Capital Markets, Fixed Income, Financial Modeling, Market Risk, Equities, Risk Management
Education
The University of Texas at Austin
PhD, Applied Mathematics
The University of Texas at Austin
Bachelor of Science (BS), Mathematics
Eden Mondragon Eden Mondragon's Merrill Lynch Experience June 2007 - August 2007
Job Software Engineer at Civitas Learning
Industry Financial Services
Experience
Civitas Learning September 2015 - Present
Charles Schwab May 2014 - August 2015
Charles Schwab June 2011 - May 2014
Bank of America Merrill Lynch August 2008 - July 2011
Merrill Lynch June 2007 - August 2007
IBM September 2006 - May 2007
Skills
Software Development, SQL, C#, Java Enterprise Edition, .NET, Software Project..., Unix Shell Scripting, Linux, Databases, REST
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Science (BS), Computer Science
Civitas Learning September 2015 - Present
Charles Schwab May 2014 - August 2015
Charles Schwab June 2011 - May 2014
Bank of America Merrill Lynch August 2008 - July 2011
Merrill Lynch June 2007 - August 2007
IBM September 2006 - May 2007
Skills
Software Development, SQL, C#, Java Enterprise Edition, .NET, Software Project..., Unix Shell Scripting, Linux, Databases, REST
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Science (BS), Computer Science
Mackenzie Joslin's Merrill Lynch Experience June 2012 - July 2012
Job Assurance Intern Financial Services
Industry Accounting
Experience
PwC June 2015 - Present
The Block on Campus January 2013 - Present
Marathon Oil Corporation May 2014 - August 2014
Outback Steakhouse January 2012 - December 2012
Merrill Lynch June 2012 - July 2012
Skills
Customer Service, Event Planning, Microsoft Office, PowerPoint, Social Media, Leadership, Teamwork, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Facebook, Outlook, Financial Analysis
Education
The University of Texas at Austin 2011 — 2016
Master of Professional Accounting, Accounting
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
PwC June 2015 - Present
The Block on Campus January 2013 - Present
Marathon Oil Corporation May 2014 - August 2014
Outback Steakhouse January 2012 - December 2012
Merrill Lynch June 2012 - July 2012
Skills
Customer Service, Event Planning, Microsoft Office, PowerPoint, Social Media, Leadership, Teamwork, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Facebook, Outlook, Financial Analysis
Education
The University of Texas at Austin 2011 — 2016
Master of Professional Accounting, Accounting
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Emily Johnson, CFP, CDFA Emily Johnson, CFP, CDFA's Merrill Lynch Experience April 2005 - June 2007
Job Polaris Capital Advisors, LLC Managing Director
Industry Financial Services
Experience
Polaris Capital Advisors, LLC November 2009 - Present
DivorceAndQDRO.com May 2009 - Present
UBS Global Asset Management June 2007 - November 2009
Merrill Lynch April 2005 - June 2007
Skills
Finance, Wealth Management, Financial Analysis, Portfolio Management, Real Estate Economics, Equities, Asset Management, Insurance, Securities, Investments, Financial Planners, Retirement Planning
Education
University of South Carolina - The Moore School of Business 2001 — 2003
Master of Business Administration (MBA), International Finance
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (B.A.), Plan II Honors
Polaris Capital Advisors, LLC November 2009 - Present
DivorceAndQDRO.com May 2009 - Present
UBS Global Asset Management June 2007 - November 2009
Merrill Lynch April 2005 - June 2007
Skills
Finance, Wealth Management, Financial Analysis, Portfolio Management, Real Estate Economics, Equities, Asset Management, Insurance, Securities, Investments, Financial Planners, Retirement Planning
Education
University of South Carolina - The Moore School of Business 2001 — 2003
Master of Business Administration (MBA), International Finance
The University of Texas at Austin 1996 — 2000
Bachelor of Arts (B.A.), Plan II Honors
Leslie Miller, CFA, CFP(R) Leslie Miller, CFA, CFP(R)'s Merrill Lynch Experience August 2011 - January 2013
Job Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2013 - Present
WestStar Bank February 2013 - May 2013
Merrill Lynch August 2011 - January 2013
Smith, Salley & Associates, LLC July 2007 - April 2008
US Trust April 2002 - November 2005
Bank of America March 1995 - December 2001
Wachovia June 1986 - March 1995
Skills
Investments, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Investment Management, Portfolio Management, Building Relationships, Mutual Funds, Retirement Planning, Estate Planning, Certified Financial..., Personal Financial..., Leadership, Investment Advisory
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1979 — 1982
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo June 2013 - Present
WestStar Bank February 2013 - May 2013
Merrill Lynch August 2011 - January 2013
Smith, Salley & Associates, LLC July 2007 - April 2008
US Trust April 2002 - November 2005
Bank of America March 1995 - December 2001
Wachovia June 1986 - March 1995
Skills
Investments, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Investment Management, Portfolio Management, Building Relationships, Mutual Funds, Retirement Planning, Estate Planning, Certified Financial..., Personal Financial..., Leadership, Investment Advisory
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin 1979 — 1982
Bachelor of Business Administration (BBA), Finance, General
Joe Juarez Joe Juarez's Merrill Lynch Experience 1994 - 1996
Job Vice President, Business Development and Strategy at Allegion, PLC
Industry Building Materials
Experience
Allegion, PLC August 2014 - Present
O-I February 2010 - July 2014
FedEx Corporation March 2005 - January 2010
1-2-3 Fit 2004 - 2005
Quiznos Corp. 2003 - 2004
AG Edwards & Sons-Investment Banking 1998 - 2002
Merrill Lynch 1994 - 1996
JPMorgan 1993 - 1994
Skills
Mergers, Due Diligence, Investments, Joint Ventures, Capital Markets, Strategy Development, Company Acquisitions, International..., Negotiating Contracts, Enterprise Valuation, Financial Analysis, Corporate Development, Investment Banking, M&A experience, Target Identification, Acquisition Analysis, Business Valuation, Contract Negotiation, Strategy, Mergers & Acquisitions, Business Strategy, Acquisition Integration, Negotiation, P&L Management, Financial Modeling, Competitive Analysis, Finance, Business Planning, Venture Capital, Cross-functional Team..., Restructuring, Business Development, Executive Management, Divestitures, Acquisitions, Leadership, Management, Analysis, Emerging Markets, Pricing, Budgets, Corporate Finance, LBO
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance and Accounting
Allegion, PLC August 2014 - Present
O-I February 2010 - July 2014
FedEx Corporation March 2005 - January 2010
1-2-3 Fit 2004 - 2005
Quiznos Corp. 2003 - 2004
AG Edwards & Sons-Investment Banking 1998 - 2002
Merrill Lynch 1994 - 1996
JPMorgan 1993 - 1994
Skills
Mergers, Due Diligence, Investments, Joint Ventures, Capital Markets, Strategy Development, Company Acquisitions, International..., Negotiating Contracts, Enterprise Valuation, Financial Analysis, Corporate Development, Investment Banking, M&A experience, Target Identification, Acquisition Analysis, Business Valuation, Contract Negotiation, Strategy, Mergers & Acquisitions, Business Strategy, Acquisition Integration, Negotiation, P&L Management, Financial Modeling, Competitive Analysis, Finance, Business Planning, Venture Capital, Cross-functional Team..., Restructuring, Business Development, Executive Management, Divestitures, Acquisitions, Leadership, Management, Analysis, Emerging Markets, Pricing, Budgets, Corporate Finance, LBO
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance and Accounting
Manasa Boriah Manasa Boriah's Merrill Lynch Experience January 2011 - August 2012
Job Sr Functional Analyst at Razorfish
Industry Information Technology and Services
Experience
Razorfish May 2015 - Present
Corra April 2013 - Present
Merrill Lynch January 2011 - August 2012
Merrill Lynch August 2008 - December 2010
Activant Solutions May 2006 - August 2006
Skills
Business Analysis, Project Management, Requirements Gathering, Data Analysis, User Acceptance Testing, Software Documentation, Securities Lending, Agile Methodologies, Quality Assurance, Business Process, Integration, Unix, SQL, SDLC, eCommerce
Education
The University of Texas at Austin 2005 — 2008
Bachelor of Science (BS), Computer Science
Razorfish May 2015 - Present
Corra April 2013 - Present
Merrill Lynch January 2011 - August 2012
Merrill Lynch August 2008 - December 2010
Activant Solutions May 2006 - August 2006
Skills
Business Analysis, Project Management, Requirements Gathering, Data Analysis, User Acceptance Testing, Software Documentation, Securities Lending, Agile Methodologies, Quality Assurance, Business Process, Integration, Unix, SQL, SDLC, eCommerce
Education
The University of Texas at Austin 2005 — 2008
Bachelor of Science (BS), Computer Science
Lisa Tan Lisa Tan's Merrill Lynch Experience August 2012 - February 2015
Job Financial Advisor, CSNA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - February 2015
Bank of America Merrill Lynch May 2011 - August 2012
The Law Office of Crystal Henderson June 2010 - August 2010
Kumon August 2009 - December 2009
Skills
Series 7, Series 66, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Equities, PowerPoint, Valuation, Microsoft Office, Microsoft Word, Data Analysis, Finance, Economics, Bloomberg Terminal, Investments, Access, Accounting, Outlook, Mutual Funds, Customer Service
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch August 2012 - February 2015
Bank of America Merrill Lynch May 2011 - August 2012
The Law Office of Crystal Henderson June 2010 - August 2010
Kumon August 2009 - December 2009
Skills
Series 7, Series 66, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Equities, PowerPoint, Valuation, Microsoft Office, Microsoft Word, Data Analysis, Finance, Economics, Bloomberg Terminal, Investments, Access, Accounting, Outlook, Mutual Funds, Customer Service
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Hossein Ganjizadeh's Merrill Lynch Experience June 2015 - Present
Job Workplace Planning & Guidance Consultant I
Industry Banking
Experience
Merrill Lynch June 2015 - Present
Fidelity Investments July 2014 - May 2015
variety of supplement companies January 2009 - July 2014
University of Texas August 2011 - May 2012
Best Buy February 2007 - May 2012
Rogers Jewelers May 2011 - August 2011
Texas A&M Commerce/Dallas June 2009 - August 2009
GNC February 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Backtrack, Sales, Mathlab, Leadership, Social Networking, Facebook
Education
The University of Texas at Austin 2010 — 2013
Mathematics
Merrill Lynch June 2015 - Present
Fidelity Investments July 2014 - May 2015
variety of supplement companies January 2009 - July 2014
University of Texas August 2011 - May 2012
Best Buy February 2007 - May 2012
Rogers Jewelers May 2011 - August 2011
Texas A&M Commerce/Dallas June 2009 - August 2009
GNC February 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership, Backtrack, Sales, Mathlab, Leadership, Social Networking, Facebook
Education
The University of Texas at Austin 2010 — 2013
Mathematics
Chad Stephens's Merrill Lynch Experience January 1995 - January 2002
Job Kindred Stephens Financial Group, LLC
Industry Financial Services
Experience
Kindred Stephens Financial Group, LLC November 2010 - Present
Morgan Stanley Smith Barney January 2002 - October 2010
Merrill Lynch January 1995 - January 2002
Skills
Finance, Investments, Insurance, Sales, Wealth Management, Retirement Planning, Mutual Funds, Securities, Asset Allocation
Education
The University of Texas at Austin 1991 — 1994
BBA, Business Finance
Kindred Stephens Financial Group, LLC November 2010 - Present
Morgan Stanley Smith Barney January 2002 - October 2010
Merrill Lynch January 1995 - January 2002
Skills
Finance, Investments, Insurance, Sales, Wealth Management, Retirement Planning, Mutual Funds, Securities, Asset Allocation
Education
The University of Texas at Austin 1991 — 1994
BBA, Business Finance
Brooke New's Merrill Lynch Experience May 2010 - August 2010
Job Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. April 2015 - Present
Prudential Capital Group June 2012 - April 2015
Hester Capital Management January 2011 - December 2011
Teacher Retirement System of Texas June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Finance, Investments, Valuation, Financial Analysis, Bloomberg, Wealth Management, Equities, Microsoft Excel, Corporate Finance, Asset Management, Portfolio Management, Capital IQ, Investment Strategies, Securities, Fixed Income, Underwriting, Credit Analysis, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA Finance, Investment Management, Minor Accounting
Crestline Investors, Inc. April 2015 - Present
Prudential Capital Group June 2012 - April 2015
Hester Capital Management January 2011 - December 2011
Teacher Retirement System of Texas June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Finance, Investments, Valuation, Financial Analysis, Bloomberg, Wealth Management, Equities, Microsoft Excel, Corporate Finance, Asset Management, Portfolio Management, Capital IQ, Investment Strategies, Securities, Fixed Income, Underwriting, Credit Analysis, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA Finance, Investment Management, Minor Accounting
Ryan Erb Ryan Erb's Merrill Lynch Experience October 2011 - December 2013
Job President at Erb Financial Services
Industry Financial Services
Experience
Erb Financial Services January 2014 - Present
Merrill Lynch October 2011 - December 2013
JPMorgan Chase November 2003 - September 2011
New England Financial, A MetLife Company September 2002 - November 2003
Paine Webber December 2000 - September 2002
Olde Discount Stockbrokers January 1998 - December 2000
Skills
Portfolio Management, Banking, Financial Analysis, Capital Markets, Business Analysis, Financial Modeling, Equities, Finance, Investments, Strategic Financial..., Fixed Income, Asset Management, Strategic Planning, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin
Bachelor's degree, Economics
Erb Financial Services January 2014 - Present
Merrill Lynch October 2011 - December 2013
JPMorgan Chase November 2003 - September 2011
New England Financial, A MetLife Company September 2002 - November 2003
Paine Webber December 2000 - September 2002
Olde Discount Stockbrokers January 1998 - December 2000
Skills
Portfolio Management, Banking, Financial Analysis, Capital Markets, Business Analysis, Financial Modeling, Equities, Finance, Investments, Strategic Financial..., Fixed Income, Asset Management, Strategic Planning, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin
Bachelor's degree, Economics
Wendy Combs's Merrill Lynch Experience June 2008 - January 2009
Job Freelance Strategic Marketing Consultant
Industry Marketing and Advertising
Experience
Best Buy September 2014 - July 2015
The College Board October 2012 - March 2013
Taproot Foundation January 2009 - March 2013
University of Texas at Austin January 2009 - October 2012
Merrill Lynch June 2008 - January 2009
Euro RSCG January 2008 - June 2008
i33 communications LLC July 2007 - December 2007
G2 Worldwide March 2005 - July 2007
Skills
Integrated Marketing, Marketing, Digital Strategy, Marketing Strategy, SEO, PPC, Advertising, Nonprofits, Social Media, Marketing Communications, Media Relations, Fundraising, Higher Education, Digital Marketing, Brand Development, Brand Management, Process Improvement, Team Leadership, Agency Relationship..., Messaging, Data Analysis, Market Research, Online Marketing, Relationship Marketing, Research, Event Planning, Non-profit Marketing, Higher Education..., Non-profit..., Marketing Operations, Presentation Development, Relationship Development, Training & Development, Donor Relations, Email Marketing, PowerPoint, Enrollment Management, Project Management, Training, Community Engagement, Media Planning, Copywriting, Public Speaking, Customer Insight, Strategy
Education
The University of Texas at Austin
BS, Advertising
Best Buy September 2014 - July 2015
The College Board October 2012 - March 2013
Taproot Foundation January 2009 - March 2013
University of Texas at Austin January 2009 - October 2012
Merrill Lynch June 2008 - January 2009
Euro RSCG January 2008 - June 2008
i33 communications LLC July 2007 - December 2007
G2 Worldwide March 2005 - July 2007
Skills
Integrated Marketing, Marketing, Digital Strategy, Marketing Strategy, SEO, PPC, Advertising, Nonprofits, Social Media, Marketing Communications, Media Relations, Fundraising, Higher Education, Digital Marketing, Brand Development, Brand Management, Process Improvement, Team Leadership, Agency Relationship..., Messaging, Data Analysis, Market Research, Online Marketing, Relationship Marketing, Research, Event Planning, Non-profit Marketing, Higher Education..., Non-profit..., Marketing Operations, Presentation Development, Relationship Development, Training & Development, Donor Relations, Email Marketing, PowerPoint, Enrollment Management, Project Management, Training, Community Engagement, Media Planning, Copywriting, Public Speaking, Customer Insight, Strategy
Education
The University of Texas at Austin
BS, Advertising
Ford McTee Ford McTee's Merrill Lynch Experience March 1986 - March 1991
Job Senior Managing Director, Austin Market Manager at U S Capital Advisors
Industry Financial Services
Experience
U S Capital Advisors June 2012 - Present
Wells Fargo Advisors, LLC March 1991 - June 2012
Prudential Securities 1997 - 2002
Prudential Securities March 1991 - March 1997
Merrill Lynch March 1986 - March 1991
Education
The University of Texas at Austin 1977 — 1981
BBA, Management
U S Capital Advisors June 2012 - Present
Wells Fargo Advisors, LLC March 1991 - June 2012
Prudential Securities 1997 - 2002
Prudential Securities March 1991 - March 1997
Merrill Lynch March 1986 - March 1991
Education
The University of Texas at Austin 1977 — 1981
BBA, Management
J. Scott Blair J. Scott Blair's Merrill Lynch Experience December 1998 - January 2009
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch December 1998 - January 2009
Education
The University of Texas at Austin 1994 — 1998
BA, Economics
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch December 1998 - January 2009
Education
The University of Texas at Austin 1994 — 1998
BA, Economics
David R Megarity, CFP® David R Megarity, CFP®'s Merrill Lynch Experience October 2007 - June 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Merrill Lynch October 2007 - June 2009
Banc of America Investment Services October 1994 - October 2007
Ameriprise Financial January 1992 - October 1994
Education
The University of Texas at Austin
Economics, Liberal Arts
Wells Fargo Advisors June 2009 - Present
Merrill Lynch October 2007 - June 2009
Banc of America Investment Services October 1994 - October 2007
Ameriprise Financial January 1992 - October 1994
Education
The University of Texas at Austin
Economics, Liberal Arts
Hank Bashore Hank Bashore's Merrill Lynch Experience January 1981 - July 1987
Job Senior Vice President at Stephens Inc Private Client Group
Industry Financial Services
Experience
Stephens Inc Private Client Group September 2012 - Present
Morgan Stanley Wealth Management July 1987 - September 2012
Merrill Lynch January 1981 - July 1987
Education
The University of Texas at Austin 1973 — 1980
B.B.A & B.A., Finance, Political Science
The University of Texas at El Paso 1972 — 1973
Burges High School 1969 — 1972
High School Diploma
Stephens Inc Private Client Group September 2012 - Present
Morgan Stanley Wealth Management July 1987 - September 2012
Merrill Lynch January 1981 - July 1987
Education
The University of Texas at Austin 1973 — 1980
B.B.A & B.A., Finance, Political Science
The University of Texas at El Paso 1972 — 1973
Burges High School 1969 — 1972
High School Diploma
Sriram Pooskoor's Merrill Lynch Experience October 2006 - December 2007
Job Business Development Executive (Manufacturing) at Infosys
Industry Information Services
Experience
Infosys August 2014 - Present
General Dynamics Information Technology August 2009 - August 2014
UPS February 2008 - August 2009
Merrill Lynch October 2006 - December 2007
ViPS June 2005 - September 2006
Infosys April 2003 - May 2005
Skills
SDLC, Software Development, SQL, SOA, Software Project..., XML, Data Modeling, Integration, Requirements Analysis, Business Analysis, Java, Requirements Gathering, Agile Methodologies, C#, Project Management, Oracle, Microsoft SQL Server, Web Services, Data Warehousing
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
Bhavan's Rajaji Vidyashram
Visvesvaraya Technological University
Bachelor of Engineering (B.E.), Computer Science and Engineering
Infosys August 2014 - Present
General Dynamics Information Technology August 2009 - August 2014
UPS February 2008 - August 2009
Merrill Lynch October 2006 - December 2007
ViPS June 2005 - September 2006
Infosys April 2003 - May 2005
Skills
SDLC, Software Development, SQL, SOA, Software Project..., XML, Data Modeling, Integration, Requirements Analysis, Business Analysis, Java, Requirements Gathering, Agile Methodologies, C#, Project Management, Oracle, Microsoft SQL Server, Web Services, Data Warehousing
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
Bhavan's Rajaji Vidyashram
Visvesvaraya Technological University
Bachelor of Engineering (B.E.), Computer Science and Engineering
Chunyi Wang Chunyi Wang's Merrill Lynch Experience June 2012 - July 2012
Job Senior Consultant at Quorum Business Solutions
Industry Information Technology and Services
Experience
Quorum Business Solutions, Inc. January 2015 - Present
Quorum Business Solutions July 2013 - December 2014
Merrill Lynch June 2012 - July 2012
The University of Texas at Austin August 2011 - July 2012
UT Table Tennis Club August 2010 - May 2011
Austin Table Tennis Association June 2006 - June 2008
Skills
Teaching, Visual Basic, Microsoft Office, Oracle PL/SQL..., C#, Microsoft SQL Server, Programming, PL/SQL, Research, Testing, Consulting, Visual Studio, Business Analysis, Project Management, Leadership, Management, Customer Service, Business Intelligence, Requirements Gathering
Education
The University of Texas at Austin 2009 — 2013
Red McCombs of Business, Engineering Route to Business
Quorum Business Solutions, Inc. January 2015 - Present
Quorum Business Solutions July 2013 - December 2014
Merrill Lynch June 2012 - July 2012
The University of Texas at Austin August 2011 - July 2012
UT Table Tennis Club August 2010 - May 2011
Austin Table Tennis Association June 2006 - June 2008
Skills
Teaching, Visual Basic, Microsoft Office, Oracle PL/SQL..., C#, Microsoft SQL Server, Programming, PL/SQL, Research, Testing, Consulting, Visual Studio, Business Analysis, Project Management, Leadership, Management, Customer Service, Business Intelligence, Requirements Gathering
Education
The University of Texas at Austin 2009 — 2013
Red McCombs of Business, Engineering Route to Business
Calvin B. Joyner Calvin B. Joyner's Merrill Lynch Experience May 1988 - October 2000
Job President at Calvin B. Joyner Bookkeeping, Accounting & Tax Services
Industry Accounting
Experience
Calvin B. Joyner December 2011 - Present
Self-employed January 2011 - Present
Command Web Offset Company June 2004 - December 2011
Heller Ehrman November 2000 - March 2004
Merrill Lynch May 1988 - October 2000
Skills
Accounting, Financial Accounting, Payroll, Bookkeeping, Budgets, Tax Preparation, QuickBooks, Financial Statements, Account Reconciliation, Invoicing, Small Business, Management, Finance, Accounts Payable, Cash Flow, Sales Tax, General Ledger, Accounts Receivable
Education
The University of Texas at Austin 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Rising Tide Capital
Calvin B. Joyner December 2011 - Present
Self-employed January 2011 - Present
Command Web Offset Company June 2004 - December 2011
Heller Ehrman November 2000 - March 2004
Merrill Lynch May 1988 - October 2000
Skills
Accounting, Financial Accounting, Payroll, Bookkeeping, Budgets, Tax Preparation, QuickBooks, Financial Statements, Account Reconciliation, Invoicing, Small Business, Management, Finance, Accounts Payable, Cash Flow, Sales Tax, General Ledger, Accounts Receivable
Education
The University of Texas at Austin 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Rising Tide Capital
Timothy Holloway Timothy Holloway's Merrill Lynch Experience March 1993 - January 2000
Job Associate Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2000 - Present
Merrill Lynch March 1993 - January 2000
Skills
• Wealth-Preservation..., • Stock Analysis, • 401(k) Rollovers, • Asset Allocation, • Concentrated Stock..., • Financial Advisory, • Fixed-Income..., • Investment Planning, • Investment Strategies, • Investments, • Retirement, • Retirement Savings, • Risk Management, • Securities, • Stocks, Mutual Funds,...
Education
University of Houston, C.T. Bauer College of Business 1988 — 1991
Master of Business Administration, Finance, Management and Accounting
The University of Texas at Austin 1980 — 1985
Bachelor of Business Adminstration, Finance, Accounting, Business Law
Wells Fargo Advisors, LLC January 2000 - Present
Merrill Lynch March 1993 - January 2000
Skills
• Wealth-Preservation..., • Stock Analysis, • 401(k) Rollovers, • Asset Allocation, • Concentrated Stock..., • Financial Advisory, • Fixed-Income..., • Investment Planning, • Investment Strategies, • Investments, • Retirement, • Retirement Savings, • Risk Management, • Securities, • Stocks, Mutual Funds,...
Education
University of Houston, C.T. Bauer College of Business 1988 — 1991
Master of Business Administration, Finance, Management and Accounting
The University of Texas at Austin 1980 — 1985
Bachelor of Business Adminstration, Finance, Accounting, Business Law
Samuel R. Lee, J.D., CLU, ChFC, AEP Samuel R. Lee, J.D., CLU, ChFC, AEP's Merrill Lynch Experience May 1995 - April 1998
Job Registered Representative
Industry Financial Services
Experience
Estate & Business Solutions May 2004 - Present
Self Employed Insurance & Financial Services Professional May 1978 - October 2012
JPMorgan Chase May 2001 - April 2004
Merrill Lynch May 1995 - April 1998
Skills
Retirement, Life Insurance, Investments, Long-term Care, Disability Insurance, Chartered Life..., Chartered Financial..., Accredited Estate..., Annuities, Estate Conservation, Qualified Retirement..., Non Qualified Plans, Business Planning
Education
The University of Texas at Austin 1966 — 1970
Bachelor of Business Administration (BBA), Finance & Insurance
University of Houston Bates College of Law 1970 — 1973
Juris Doctor J.D., Law
Estate & Business Solutions May 2004 - Present
Self Employed Insurance & Financial Services Professional May 1978 - October 2012
JPMorgan Chase May 2001 - April 2004
Merrill Lynch May 1995 - April 1998
Skills
Retirement, Life Insurance, Investments, Long-term Care, Disability Insurance, Chartered Life..., Chartered Financial..., Accredited Estate..., Annuities, Estate Conservation, Qualified Retirement..., Non Qualified Plans, Business Planning
Education
The University of Texas at Austin 1966 — 1970
Bachelor of Business Administration (BBA), Finance & Insurance
University of Houston Bates College of Law 1970 — 1973
Juris Doctor J.D., Law
Paul Serrell's Merrill Lynch Experience September 2010 - February 2013
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2013 - Present
Merrill Lynch September 2010 - February 2013
Clear Channel Radio May 2005 - June 2006
KEYE-TV March 2003 - May 2005
Christian Broadcasting Network October 2001 - March 2003
KOTV-TV August 1992 - October 2001
Skills
Retirement Planning, Stock Trading, Risk Management, 401k Rollovers, IRA's, Wealth Management, Life Insurance, Long Term Care Insurance
Education
The University of Texas at Austin 1985 — 1990
Bachelor of Journalism, Journalism, business
North Garland High School 1981 — 1985
Merrill Edge February 2013 - Present
Merrill Lynch September 2010 - February 2013
Clear Channel Radio May 2005 - June 2006
KEYE-TV March 2003 - May 2005
Christian Broadcasting Network October 2001 - March 2003
KOTV-TV August 1992 - October 2001
Skills
Retirement Planning, Stock Trading, Risk Management, 401k Rollovers, IRA's, Wealth Management, Life Insurance, Long Term Care Insurance
Education
The University of Texas at Austin 1985 — 1990
Bachelor of Journalism, Journalism, business
North Garland High School 1981 — 1985
Brett Siegel Brett Siegel's Merrill Lynch Experience 1993 - 2001
Job Senior Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2010 - Present
US Bank August 2009 - June 2010
US Bank April 2006 - August 2009
CollegeInvest 2000 - 2009
Merrill Lynch 1993 - 2001
Skills
Strategic Planning, Financial Modeling, Loans, Small Business, Business Development, Risk Management, Strategic Financial..., Financial Analysis, Wealth Management
Education
The University of Texas at Austin 1976 — 1980
Wells Fargo Bank October 2010 - Present
US Bank August 2009 - June 2010
US Bank April 2006 - August 2009
CollegeInvest 2000 - 2009
Merrill Lynch 1993 - 2001
Skills
Strategic Planning, Financial Modeling, Loans, Small Business, Business Development, Risk Management, Strategic Financial..., Financial Analysis, Wealth Management
Education
The University of Texas at Austin 1976 — 1980
Carol Hoppe Carol Hoppe's Merrill Lynch Experience 1978 - 1983
Job Executive Assistant Resource Environmental Solutions LLC
Industry Environmental Services
Experience
Resource Environmental Solutions LLC April 2014 - Present
Northern Trust December 2011 - December 2013
Morgan Stanley Smith Barney August 2009 - August 2010
Merrill Lynch Family Office Services August 2005 - July 2008
Merrill Lynch 1978 - 1983
Education
The University of Texas at Austin 1974 — 1978
BBA
Resource Environmental Solutions LLC April 2014 - Present
Northern Trust December 2011 - December 2013
Morgan Stanley Smith Barney August 2009 - August 2010
Merrill Lynch Family Office Services August 2005 - July 2008
Merrill Lynch 1978 - 1983
Education
The University of Texas at Austin 1974 — 1978
BBA
Adam Lewkovitz, PMP Adam Lewkovitz, PMP's Merrill Lynch Experience June 2011 - May 2012
Job Management Consulting, Digital Marketing and Customer Experience
Industry Information Technology and Services
Experience
KPMG November 2013 - Present
Freelance June 2013 - Present
Amazon July 2012 - May 2013
Merrill Lynch June 2011 - May 2012
Razorfish October 2010 - June 2011
ActiveHealth Management June 2009 - September 2010
BearingPoint May 2006 - December 2008
Skills
Agile Methodologies, User Experience, Mobile Devices, Mobile Applications, Product Management, Information Architecture, Business Analysis, Social Media, SDLC, Start-ups, Digital Strategy, Microsoft Office, Scrum, Usability Testing, Testing, Agile Project Management, Visio, Requirements Analysis, E-commerce, Web Applications, Web Project Management, CMS, CSS, HTML5, Android, Quality Assurance, Product Development, JIRA, SQL, JavaScript, Axure, OmniGraffle, Agile, Functional..., Requirements Gathering, Software Project..., Web 2.0, Waterfall, User Stories, Mobile, Product Strategy, User Acceptance Testing, Business Requirements, Analytics, Social Media Marketing, Personalization, iOS, Lean Startup, Strategy, Digital Innovation
Education
University of Technology Sydney 2002 — 2007
B. Science in Information Technology, Diploma in Information Technology Professional Practice, Information Technology, Computer Science, Business
The University of Texas at Austin 2005 — 2005
Government, Liberal Arts, Computing
Moriah College 1998 — 2001
KPMG November 2013 - Present
Freelance June 2013 - Present
Amazon July 2012 - May 2013
Merrill Lynch June 2011 - May 2012
Razorfish October 2010 - June 2011
ActiveHealth Management June 2009 - September 2010
BearingPoint May 2006 - December 2008
Skills
Agile Methodologies, User Experience, Mobile Devices, Mobile Applications, Product Management, Information Architecture, Business Analysis, Social Media, SDLC, Start-ups, Digital Strategy, Microsoft Office, Scrum, Usability Testing, Testing, Agile Project Management, Visio, Requirements Analysis, E-commerce, Web Applications, Web Project Management, CMS, CSS, HTML5, Android, Quality Assurance, Product Development, JIRA, SQL, JavaScript, Axure, OmniGraffle, Agile, Functional..., Requirements Gathering, Software Project..., Web 2.0, Waterfall, User Stories, Mobile, Product Strategy, User Acceptance Testing, Business Requirements, Analytics, Social Media Marketing, Personalization, iOS, Lean Startup, Strategy, Digital Innovation
Education
University of Technology Sydney 2002 — 2007
B. Science in Information Technology, Diploma in Information Technology Professional Practice, Information Technology, Computer Science, Business
The University of Texas at Austin 2005 — 2005
Government, Liberal Arts, Computing
Moriah College 1998 — 2001
Heather Sagar Venard Heather Sagar Venard's Merrill Lynch Experience November 2009 - April 2014
Job Community Affairs Representative, Advanced Micro Devices
Industry Semiconductors
Experience
AMD April 2014 - Present
HeatherSagar.com January 2010 - Present
Bank of America LEAD for Women 2013 - April 2014
Bank of America Community Volunteers 2010 - April 2014
Merrill Lynch November 2009 - April 2014
Austin Capital Mortgage January 2009 - November 2009
Merrill Lynch June 2007 - December 2008
Lake Research Partners 2002 - 2003
Skills
Nonprofits, Series 7, Event Planning, Marketing, Event Management, Community Outreach, Marketing Communications, Strategic Financial..., Financial Analysis, Finance, Business Development, Customer Service, Non-profits, Research, Project Planning, Series 63, Investments, Financial Services, Musical Theatre, Public Speaking, Mortgage Lending, Loans, Microsoft Office, Strategic Planning, Leadership, Asset Management, Microsoft Excel, PowerPoint, Social Media
Education
The University of Texas at Austin 2003 — 2006
Master of Music, Ethnomusicology
The College of William and Mary 1997 — 2001
Bachelor of Arts (B.A.), English/Music
Arthur L Johnson High School 1993 — 1997
AMD April 2014 - Present
HeatherSagar.com January 2010 - Present
Bank of America LEAD for Women 2013 - April 2014
Bank of America Community Volunteers 2010 - April 2014
Merrill Lynch November 2009 - April 2014
Austin Capital Mortgage January 2009 - November 2009
Merrill Lynch June 2007 - December 2008
Lake Research Partners 2002 - 2003
Skills
Nonprofits, Series 7, Event Planning, Marketing, Event Management, Community Outreach, Marketing Communications, Strategic Financial..., Financial Analysis, Finance, Business Development, Customer Service, Non-profits, Research, Project Planning, Series 63, Investments, Financial Services, Musical Theatre, Public Speaking, Mortgage Lending, Loans, Microsoft Office, Strategic Planning, Leadership, Asset Management, Microsoft Excel, PowerPoint, Social Media
Education
The University of Texas at Austin 2003 — 2006
Master of Music, Ethnomusicology
The College of William and Mary 1997 — 2001
Bachelor of Arts (B.A.), English/Music
Arthur L Johnson High School 1993 — 1997
Farha Akhtar's Merrill Lynch Experience August 2008 - December 2008
Job Marketing Analyst
Industry Public Relations and Communications
Experience
GolinHarris 2013 - Present
Nationstar Mortgage November 2009 - October 2012
Gerson Lehrman Group January 2009 - May 2009
Merrill Lynch August 2008 - December 2008
Skills
Loans, Financial Modeling, Financial Analysis, Valuation, Real Estate, Loan Origination, Credit, Private Equity, Business Development, Strategy, Social Media, Social Media Marketing, Public Relations, Strategic Public..., Social Networking, Digital Marketing, Social Media Measurement, Market Research
Education
The University of Texas at Austin 2006 — 2009
Bachelors, Economics
GolinHarris 2013 - Present
Nationstar Mortgage November 2009 - October 2012
Gerson Lehrman Group January 2009 - May 2009
Merrill Lynch August 2008 - December 2008
Skills
Loans, Financial Modeling, Financial Analysis, Valuation, Real Estate, Loan Origination, Credit, Private Equity, Business Development, Strategy, Social Media, Social Media Marketing, Public Relations, Strategic Public..., Social Networking, Digital Marketing, Social Media Measurement, Market Research
Education
The University of Texas at Austin 2006 — 2009
Bachelors, Economics
Caroline Shuford Smith Caroline Shuford Smith's Merrill Lynch Experience May 2008 - July 2008
Job Dallas Auction Gallery
Industry Fine Art
Experience
Dallas Auction Gallery May 2009 - Present
Dallas Auction Gallery Appraisal Services December 2012 - Present
American Heart Association March 2013 - May 2014
Merrill Lynch May 2008 - July 2008
Benchmark Bank June 2007 - August 2007
Skills
Art History, Social Media, Auctions, Antiques, Fine Art, Museums, Marketing, Public Relations, Appraisals, Jewelry, Contemporary Art, Fundraising, Art, Sales, Curating, Furniture, Galleries, Nonprofits, Management, Painting, Museum Collections, Furnishings, Paint, Oil Painting, Sculpture
Education
The University of Texas at Austin 2005 — 2009
BA, English
Dallas Auction Gallery May 2009 - Present
Dallas Auction Gallery Appraisal Services December 2012 - Present
American Heart Association March 2013 - May 2014
Merrill Lynch May 2008 - July 2008
Benchmark Bank June 2007 - August 2007
Skills
Art History, Social Media, Auctions, Antiques, Fine Art, Museums, Marketing, Public Relations, Appraisals, Jewelry, Contemporary Art, Fundraising, Art, Sales, Curating, Furniture, Galleries, Nonprofits, Management, Painting, Museum Collections, Furnishings, Paint, Oil Painting, Sculpture
Education
The University of Texas at Austin 2005 — 2009
BA, English
Charlie (Charles W.) Rawl's Merrill Lynch Experience September 1997 - March 2001
Job A Trusted Advisor for Investments, Life Insurance and Corporate Benefits
Industry Financial Services
Experience
Charles W. Rawl & Associates January 2013 - Present
Zenith Wealth Management, LLC December 2007 - December 2012
Stanford Group Company May 2005 - December 2007
UBS March 2001 - May 2005
Merrill Lynch September 1997 - March 2001
New York Life January 1995 - September 1997
Charles W. Rawl & Associates December 1989 - September 1997
Houston, Texas June 1981 - December 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1977 — 1981
Bachelor of Business Administration, Finance
Westchester High School 1975 — 1977
Charles W. Rawl & Associates January 2013 - Present
Zenith Wealth Management, LLC December 2007 - December 2012
Stanford Group Company May 2005 - December 2007
UBS March 2001 - May 2005
Merrill Lynch September 1997 - March 2001
New York Life January 1995 - September 1997
Charles W. Rawl & Associates December 1989 - September 1997
Houston, Texas June 1981 - December 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1977 — 1981
Bachelor of Business Administration, Finance
Westchester High School 1975 — 1977
Joe Griffard Joe Griffard's Merrill Lynch Experience 1991 - 1993
Job Owner at J.P. Griffard & Associates
Industry Financial Services
Experience
J.P. Griffard & Associates May 2005 - Present
UBS 2000 - 2005
A.G. Edwards & Sons, Inc. 1993 - 2000
Merrill Lynch 1991 - 1993
Dale Carnegie Training 1990 - 1991
Education
The University of Texas at Austin 1984 — 1990
BBA
St. Louis University High School 1980 — 1984
J.P. Griffard & Associates May 2005 - Present
UBS 2000 - 2005
A.G. Edwards & Sons, Inc. 1993 - 2000
Merrill Lynch 1991 - 1993
Dale Carnegie Training 1990 - 1991
Education
The University of Texas at Austin 1984 — 1990
BBA
St. Louis University High School 1980 — 1984
Azim Charania Azim Charania's Merrill Lynch Experience December 2004 - February 2008
Job Founder/COCEO
Industry Marketing and Advertising
Experience
Self-employed January 2012 - Present
Anaya Corp April 2008 - October 2011
Merrill Lynch December 2004 - February 2008
Morgan Stanley May 1997 - September 1997
Education
Merrill Lynch University via Harvard Prof. Developent Track 2005 — 2007
Prof. Development Track
The University of Texas at Austin 1998 — 2002
Bachelor's Degree, International Marketing
MLU
Self-employed January 2012 - Present
Anaya Corp April 2008 - October 2011
Merrill Lynch December 2004 - February 2008
Morgan Stanley May 1997 - September 1997
Education
Merrill Lynch University via Harvard Prof. Developent Track 2005 — 2007
Prof. Development Track
The University of Texas at Austin 1998 — 2002
Bachelor's Degree, International Marketing
MLU
Alec Heger's Merrill Lynch Experience October 2014 - August 2015
Job Credit Analyst at Independent Bank Group, Inc.
Industry Banking
Experience
Independent Bank Group, Inc. September 2015 - Present
Merrill Lynch October 2014 - August 2015
Ted Cruz for US Senate September 2013 - February 2014
Skills
Business Strategy, Financial Analysis, Microsoft Office, Microsoft Excel, Customer Service, Marketing Strategy, Economics, Finance, Research, Analysis, Data Analysis, Leadership, Management, Microsoft Word, PowerPoint, Public Speaking, Risk Management, Social Media, Teamwork
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts, Economics
McKinney Boyd High School 2006 — 2010
Independent Bank Group, Inc. September 2015 - Present
Merrill Lynch October 2014 - August 2015
Ted Cruz for US Senate September 2013 - February 2014
Skills
Business Strategy, Financial Analysis, Microsoft Office, Microsoft Excel, Customer Service, Marketing Strategy, Economics, Finance, Research, Analysis, Data Analysis, Leadership, Management, Microsoft Word, PowerPoint, Public Speaking, Risk Management, Social Media, Teamwork
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts, Economics
McKinney Boyd High School 2006 — 2010
Cecilia Manzolillo Cecilia Manzolillo's Merrill Lynch Experience 2003 - 2010
Job CrossAsset Derivatives and Structuring Product Specialist Private Wealth & Institutional
Industry Financial Services
Experience
Derivatives and Structuring Product Specialist 2014 - Present
Goldman Sachs 2010 - 2014
Merrill Lynch 2003 - 2010
Enron 1998 - 2001
Skills
Series 7, Fixed Income, Capital Markets, Equities, Valuation, Derivatives, Structured Products, Series 63, Emerging Markets, Foreign Exchange, Equity Derivatives, FX Options, Options, Swaps, Hedging, Commodity
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
The University of Texas at Austin 1994 — 1998
BA, Economics, Math
Derivatives and Structuring Product Specialist 2014 - Present
Goldman Sachs 2010 - 2014
Merrill Lynch 2003 - 2010
Enron 1998 - 2001
Skills
Series 7, Fixed Income, Capital Markets, Equities, Valuation, Derivatives, Structured Products, Series 63, Emerging Markets, Foreign Exchange, Equity Derivatives, FX Options, Options, Swaps, Hedging, Commodity
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA
The University of Texas at Austin 1994 — 1998
BA, Economics, Math
Scott Zodin's Merrill Lynch Experience January 2011 - Present
Job Senior Vice President, Senior Financial Advisor Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Skills
Municipal Bonds, Equities, Managed Money, Private Banking, Insurance, Loans, Finance, Fixed Income, Financial Risk, Wealth Management, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Capital Markets, Financial Modeling, Bonds, Wealth, Investment Advisory, Public Speaking
Education
The University of Texas at Austin 2000 — 2001
Master of Science (MS), Science and Technology Commercialization
The University of Texas at Austin 1981 — 1986
Bachelor's of Business Administration, Marketing
Merrill Lynch January 2011 - Present
Skills
Municipal Bonds, Equities, Managed Money, Private Banking, Insurance, Loans, Finance, Fixed Income, Financial Risk, Wealth Management, Investments, Portfolio Management, Mutual Funds, Retirement Planning, Capital Markets, Financial Modeling, Bonds, Wealth, Investment Advisory, Public Speaking
Education
The University of Texas at Austin 2000 — 2001
Master of Science (MS), Science and Technology Commercialization
The University of Texas at Austin 1981 — 1986
Bachelor's of Business Administration, Marketing
Milt Driver, MBA Milt Driver, MBA's Merrill Lynch Experience March 1984 - March 1989
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2009 - Present
Morgan Stanley Smith Barney March 1989 - February 2009
Merrill Lynch March 1984 - March 1989
Skills
Investments, Education Planning, Financial Planning, IRA Rollovers, Long Term Care Insurance, Retirement Planning..., Wealth Management..., Wealth Preservation...
Education
The University of Texas at Austin- McCombs School of Business
MBA 1977
Virginia Polytechnic Institute and State University
BA 1970, Economics
Ameriprise Financial February 2009 - Present
Morgan Stanley Smith Barney March 1989 - February 2009
Merrill Lynch March 1984 - March 1989
Skills
Investments, Education Planning, Financial Planning, IRA Rollovers, Long Term Care Insurance, Retirement Planning..., Wealth Management..., Wealth Preservation...
Education
The University of Texas at Austin- McCombs School of Business
MBA 1977
Virginia Polytechnic Institute and State University
BA 1970, Economics
Bob Harrell Bob Harrell's Merrill Lynch Experience May 1992 - May 1998
Job Senior Vice President, Investments at Private Wealth Partners of Raymond James
Industry Investment Management
Experience
Raymond James May 1998 - Present
Merrill Lynch May 1992 - May 1998
Dun & Bradstreet January 1988 - January 1992
Education
University of Texas 1983 — 1987
Liberal Arts, Economics
Raymond James May 1998 - Present
Merrill Lynch May 1992 - May 1998
Dun & Bradstreet January 1988 - January 1992
Education
University of Texas 1983 — 1987
Liberal Arts, Economics
Danny Pang Danny Pang's Merrill Lynch Experience April 2005 - December 2005
Job Vice President, Portfolio Trading Systems at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2011 - Present
BTIG May 2010 - June 2011
AXA Rosenberg Investment Management LLC January 2006 - February 2010
Merrill Lynch April 2005 - December 2005
Morgan Stanley Barra November 2004 - April 2005
Moody's Analytics May 2002 - October 2004
InTime Software Inc March 2001 - March 2002
Altera Corporation March 1999 - March 2001
Cadence Design Systems, Inc March 1996 - March 1999
Intel Corporation May 1993 - March 1996
Skills
C#, Equities, Java, Software Development, XML, Unix, Databases, Microsoft SQL Server, Oracle, Perl, C
Education
The University of Texas at Austin 1989 — 1992
Master of Science, Electrical and Computer Engineering
The University of Texas at Austin 1986 — 1989
Bachelor, Engineering
Methodist College
Jefferies & Company June 2011 - Present
BTIG May 2010 - June 2011
AXA Rosenberg Investment Management LLC January 2006 - February 2010
Merrill Lynch April 2005 - December 2005
Morgan Stanley Barra November 2004 - April 2005
Moody's Analytics May 2002 - October 2004
InTime Software Inc March 2001 - March 2002
Altera Corporation March 1999 - March 2001
Cadence Design Systems, Inc March 1996 - March 1999
Intel Corporation May 1993 - March 1996
Skills
C#, Equities, Java, Software Development, XML, Unix, Databases, Microsoft SQL Server, Oracle, Perl, C
Education
The University of Texas at Austin 1989 — 1992
Master of Science, Electrical and Computer Engineering
The University of Texas at Austin 1986 — 1989
Bachelor, Engineering
Methodist College
Joanne Esfahani's Merrill Lynch Experience January 1995 - September 2003
Job Associate Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors February 2010 - July 2015
Sun Life Financial Distributors February 2005 - February 2009
New England Financial March 2004 - February 2005
Merrill Lynch January 1995 - September 2003
New England Financial January 1992 - January 1995
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Insurance, Estate Planning, Financial Advisory, Strategy, Leadership, Business Development, Management, Training, Sales Operations, Business Planning, Finance, Sales, Marketing, Forecasting, Separately Managed..., Budgets, Series 7, Life Insurance
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance, General
International Foundation for Retirement Education 2011 — 2011
CRC Certified Retirement Counselor, Retirement Planning
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors February 2010 - July 2015
Sun Life Financial Distributors February 2005 - February 2009
New England Financial March 2004 - February 2005
Merrill Lynch January 1995 - September 2003
New England Financial January 1992 - January 1995
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Insurance, Estate Planning, Financial Advisory, Strategy, Leadership, Business Development, Management, Training, Sales Operations, Business Planning, Finance, Sales, Marketing, Forecasting, Separately Managed..., Budgets, Series 7, Life Insurance
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance, General
International Foundation for Retirement Education 2011 — 2011
CRC Certified Retirement Counselor, Retirement Planning
Rohit Mandalapu's Merrill Lynch Experience June 2012 - August 2012
Job Student Body Vice President at The University of Texas at Austin
Industry Higher Education
Experience
The University of Texas at Austin March 2015 - Present
Texas Travesty February 2012 - Present
Merrill Lynch June 2012 - August 2012
Skills
Public Speaking, Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Java, Management, Access, Microsoft Word, Morningstar, Labview, Financial Accounting, HTML, Research, Editing
Education
The University of Texas at Austin 2011 — 2016
Bachelor’s Degree, Plan II Honors & Economics Honors
Clements High School 2007 — 2011
The University of Texas at Austin March 2015 - Present
Texas Travesty February 2012 - Present
Merrill Lynch June 2012 - August 2012
Skills
Public Speaking, Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Java, Management, Access, Microsoft Word, Morningstar, Labview, Financial Accounting, HTML, Research, Editing
Education
The University of Texas at Austin 2011 — 2016
Bachelor’s Degree, Plan II Honors & Economics Honors
Clements High School 2007 — 2011
Christina Nevins Christina Nevins's Merrill Lynch Experience June 2009 - August 2009
Job Manager of Business Development & Finance at Tutti Dynamics Inc.
Industry Online Media
Experience
Tutti Dynamics Inc. 2014 - Present
Bank of America Merrill Lynch 2010 - 2013
Merrill Lynch June 2009 - August 2009
Office of U.S. Congressman Robin Hayes June 2008 - August 2008
Skills
Investment Banking, Business Planning, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Equities, Investments
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (BBA), Corporate Finance
Tutti Dynamics Inc. 2014 - Present
Bank of America Merrill Lynch 2010 - 2013
Merrill Lynch June 2009 - August 2009
Office of U.S. Congressman Robin Hayes June 2008 - August 2008
Skills
Investment Banking, Business Planning, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Equities, Investments
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (BBA), Corporate Finance
charles Hummel charles Hummel's Merrill Lynch Experience January 1991 - January 2005
Job Substitute Teacher at Alamo Heights Independent School District
Industry
Experience
Alamo Heights Independent School District 2008 - Present
Merrill Lynch January 1991 - January 2005
Retired Frost Bank. First City Bank, Merrill Lynch 1968 - 1993
First City Bank San Antonio January 1978 - January 1991
Education
The University of Texas at Austin 1961 — 1968
BBA, Accounting/Finance
Alamo Heights Independent School District 2008 - Present
Merrill Lynch January 1991 - January 2005
Retired Frost Bank. First City Bank, Merrill Lynch 1968 - 1993
First City Bank San Antonio January 1978 - January 1991
Education
The University of Texas at Austin 1961 — 1968
BBA, Accounting/Finance
Brad Wright Brad Wright's Merrill Lynch Experience January 2006 - August 2007
Job Director M&A, Business Development, Strategic Planning at Plains All American
Industry Oil & Energy
Experience
Barclays Capital July 2011 - March 2014
Merrill Lynch January 2006 - August 2007
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Financial Analysis, Business Development, Investment Banking, Capital Markets, Strategic Planning, Energy, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance & Entrepreneurship
The University of Texas School of Law 2007 — 2010
JD, Law
The University of Texas at Austin 2001 — 2005
BBA/BA, Business Honors / Plan II
Barclays Capital July 2011 - March 2014
Merrill Lynch January 2006 - August 2007
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Financial Analysis, Business Development, Investment Banking, Capital Markets, Strategic Planning, Energy, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA, Finance & Entrepreneurship
The University of Texas School of Law 2007 — 2010
JD, Law
The University of Texas at Austin 2001 — 2005
BBA/BA, Business Honors / Plan II
Sheila Rao Sheila Rao's Merrill Lynch Experience May 2013 - July 2013
Job The University of Texas at Austin
Industry
Experience
Erben Associates May 2014 - August 2014
MassMutual Financial Group May 2013 - August 2013
Merrill Lynch May 2013 - July 2013
Skills
MySQL, Photoshop, Statistical Data..., Financial Analysis, Python, Social Media, Microsoft Excel, Microsoft Office, Corporate Blogging, PowerPoint, Financial Advisory, Economics, Public Speaking, Customer Service
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Arts(B.A.), Economics
Erben Associates May 2014 - August 2014
MassMutual Financial Group May 2013 - August 2013
Merrill Lynch May 2013 - July 2013
Skills
MySQL, Photoshop, Statistical Data..., Financial Analysis, Python, Social Media, Microsoft Excel, Microsoft Office, Corporate Blogging, PowerPoint, Financial Advisory, Economics, Public Speaking, Customer Service
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Arts(B.A.), Economics
Dustin Potter's Merrill Lynch Experience May 2013 - August 2013
Job Intern at NBC Sports
Industry Marketing and Advertising
Experience
NBC Sports Group June 2015 - Present
TGA Premier Junior Golf September 2014 - June 2015
ihiji May 2014 - September 2014
Merrill Lynch May 2013 - August 2013
Crumbs Bake Shop May 2013 - August 2013
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Science (B.S.), Business/Corporate Communications
Scarsdale High School 2009 — 2012
NBC Sports Group June 2015 - Present
TGA Premier Junior Golf September 2014 - June 2015
ihiji May 2014 - September 2014
Merrill Lynch May 2013 - August 2013
Crumbs Bake Shop May 2013 - August 2013
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Science (B.S.), Business/Corporate Communications
Scarsdale High School 2009 — 2012
Sanford D. Coggins Sanford D. Coggins's Merrill Lynch Experience March 1988 - June 2004
Job Founder/CEO, VisionWise Capital
Industry Real Estate
Experience
VisionWise Capital January 2011 - Present
The Coggins Company July 2004 - January 2011
Merrill Lynch March 1988 - June 2004
Grubb & Ellis June 1987 - February 1988
Sealy Yates, LLP, (State Appointed Receiver) August 1985 - May 1987
Marcus & Millichap December 1983 - June 1985
Skills
Entrepreneurship, Due Diligence, Management, Mergers & Acquisitions, Mortgage Lending, Business Development, Executive Management, Credit, Loan Origination, Loans, Venture Capital, Valuation, Small Business, Start-ups, Finance
Education
The University of Texas at Austin 1977 — 1981
Bachelor of Arts (B.A.), Petroleum Land Management and Finance
USC 1990 — 1992
Certificate, Entrepreneurship/Entrepreneurial Studies
VisionWise Capital January 2011 - Present
The Coggins Company July 2004 - January 2011
Merrill Lynch March 1988 - June 2004
Grubb & Ellis June 1987 - February 1988
Sealy Yates, LLP, (State Appointed Receiver) August 1985 - May 1987
Marcus & Millichap December 1983 - June 1985
Skills
Entrepreneurship, Due Diligence, Management, Mergers & Acquisitions, Mortgage Lending, Business Development, Executive Management, Credit, Loan Origination, Loans, Venture Capital, Valuation, Small Business, Start-ups, Finance
Education
The University of Texas at Austin 1977 — 1981
Bachelor of Arts (B.A.), Petroleum Land Management and Finance
USC 1990 — 1992
Certificate, Entrepreneurship/Entrepreneurial Studies
Elaine Lee Elaine Lee's Merrill Lynch Experience May 2004 - December 2004
Job Lead Product Designer @ Assembly
Industry Internet
Experience
Assembly Made May 2015 - Present
General Assembly January 2014 - April 2015
SpaFinder Wellness February 2013 - January 2014
G2 Worldwide March 2009 - January 2013
Euro RSCG (now Havas) June 2008 - August 2008
JWT June 2007 - August 2007
American Heart Association April 2005 - June 2005
Merrill Lynch May 2004 - December 2004
Skills
Art Direction, Creative Direction, Advertising, User Experience, User Interface Design, User Interface, Interaction Design, Graphic Design, Interactive Advertising, Creative Strategy, Email Marketing, Social Media Marketing, Social Media, Branding & Identity, Photoshop, Digital Strategy, Corporate Identity, Web Design, Typography, Adobe Creative Suite, Mobile Design, InDesign, Information Architecture, Product Design, Online Advertising, Concept Development, Illustrator
Education
The University of Texas at Austin
MA, Advertising (Art Direction)
University of California, Irvine
BA, Psychology & Social Behavior, Minors: Management, Digital Arts
General Assemb.ly 2014 — 2014
Front-end Web Development, Product Management
Assembly Made May 2015 - Present
General Assembly January 2014 - April 2015
SpaFinder Wellness February 2013 - January 2014
G2 Worldwide March 2009 - January 2013
Euro RSCG (now Havas) June 2008 - August 2008
JWT June 2007 - August 2007
American Heart Association April 2005 - June 2005
Merrill Lynch May 2004 - December 2004
Skills
Art Direction, Creative Direction, Advertising, User Experience, User Interface Design, User Interface, Interaction Design, Graphic Design, Interactive Advertising, Creative Strategy, Email Marketing, Social Media Marketing, Social Media, Branding & Identity, Photoshop, Digital Strategy, Corporate Identity, Web Design, Typography, Adobe Creative Suite, Mobile Design, InDesign, Information Architecture, Product Design, Online Advertising, Concept Development, Illustrator
Education
The University of Texas at Austin
MA, Advertising (Art Direction)
University of California, Irvine
BA, Psychology & Social Behavior, Minors: Management, Digital Arts
General Assemb.ly 2014 — 2014
Front-end Web Development, Product Management
Buck Eaton's Merrill Lynch Experience September 1989 - December 2003
Job Consultant at Skye Petroleum, Inc.
Industry Chemicals
Experience
Skye Petroleum, Inc May 2015 - Present
Skye Petroleum, Inc December 2009 - May 2015
CTF Houston February 2004 - May 2015
Merrill Lynch September 1989 - December 2003
Smith Barney September 1987 - September 1989
Skills
Operations Management, Business Strategy, Energy, Business Planning, Financial Analysis, Risk Management, Team Building, Entrepreneurship, Start-ups, Strategic Planning, Business Development, New Business Development, Mergers & Acquisitions, Public Speaking, Leadership, Leadership Development, Strategy, Marketing, Small Business, Process Improvement, Management, Budgets, Sales, Negotiation, Contract Negotiation, Marketing Strategy, Project Management, Investments, Due Diligence, Customer Service, Financial Modeling, PowerPoint, Data Analysis, Microsoft Office, Account Management, Fundraising, Strategic Partnerships, Product Development, Sales Management, Manufacturing, Microsoft Excel, Corporate Development, Microsoft Word, Private Equity, Research
Education
University of Houston 1989 — 1993
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1982 — 1986
Business Management
Skye Petroleum, Inc May 2015 - Present
Skye Petroleum, Inc December 2009 - May 2015
CTF Houston February 2004 - May 2015
Merrill Lynch September 1989 - December 2003
Smith Barney September 1987 - September 1989
Skills
Operations Management, Business Strategy, Energy, Business Planning, Financial Analysis, Risk Management, Team Building, Entrepreneurship, Start-ups, Strategic Planning, Business Development, New Business Development, Mergers & Acquisitions, Public Speaking, Leadership, Leadership Development, Strategy, Marketing, Small Business, Process Improvement, Management, Budgets, Sales, Negotiation, Contract Negotiation, Marketing Strategy, Project Management, Investments, Due Diligence, Customer Service, Financial Modeling, PowerPoint, Data Analysis, Microsoft Office, Account Management, Fundraising, Strategic Partnerships, Product Development, Sales Management, Manufacturing, Microsoft Excel, Corporate Development, Microsoft Word, Private Equity, Research
Education
University of Houston 1989 — 1993
Bachelor of Science (B.S.), Economics
The University of Texas at Austin 1982 — 1986
Business Management
Jimmy Chirayil Jimmy Chirayil's Merrill Lynch Experience June 2015 - July 2015
Job Health & Benefits Analyst at MERCER
Industry Financial Services
Experience
Mercer July 2015 - Present
Merrill Lynch June 2015 - July 2015
Cognitive Neuroscience Lab at The University of Texas at Austin August 2014 - May 2015
Cardtronics June 2014 - August 2014
The University of Texas at Austin December 2013 - February 2014
Alpha Math Station Corp. May 2011 - August 2011
Skills
Microsoft Excel, Social Media, Research, Microsoft Office, Java, Public Speaking, Financial Forecasting, New Business Development, Financial Analysis, Business Development, Access, Management
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Mercer July 2015 - Present
Merrill Lynch June 2015 - July 2015
Cognitive Neuroscience Lab at The University of Texas at Austin August 2014 - May 2015
Cardtronics June 2014 - August 2014
The University of Texas at Austin December 2013 - February 2014
Alpha Math Station Corp. May 2011 - August 2011
Skills
Microsoft Excel, Social Media, Research, Microsoft Office, Java, Public Speaking, Financial Forecasting, New Business Development, Financial Analysis, Business Development, Access, Management
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Jason Combs Jason Combs's Merrill Lynch Experience April 2011 - August 2011
Job Investment Analyst at Prudential Capital Group and CFA Candidate
Industry Investment Management
Experience
Prudential Capital Group 2013 - Present
Berman Capital Advisors, LLC 2012 - 2012
Merrill Lynch April 2011 - August 2011
Skills
Portfolio Management, Customer Service, Hedge Funds, Microsoft Excel, Investments, Valuation, Asset Management, Investment Management, Securities, Asset Allocation, Financial Advisory, Financial Analysis
Education
The University of Texas at Austin 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Prudential Capital Group 2013 - Present
Berman Capital Advisors, LLC 2012 - 2012
Merrill Lynch April 2011 - August 2011
Skills
Portfolio Management, Customer Service, Hedge Funds, Microsoft Excel, Investments, Valuation, Asset Management, Investment Management, Securities, Asset Allocation, Financial Advisory, Financial Analysis
Education
The University of Texas at Austin 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
John Malnar John Malnar's Merrill Lynch Experience August 2000 - July 2005
Job VP & CFO at YapStone
Industry Information Technology and Services
Experience
YapStone August 2014 - Present
PayPros Payment Solutions July 2011 - August 2014
Focus Strategies September 2010 - July 2011
BlackRock July 2005 - September 2010
Merrill Lynch August 2000 - July 2005
J.P. Morgan July 1999 - August 2000
Skills
Executive Management, Leadership, Strategic Planning, Business Strategy, Process Improvement, Delivering ROI, Private Equity, Mergers & Acquisitions, Budgeting & Forecasting, Business Development, Corporate Finance, Finance, Financial Services, Valuation
Education
The University of Texas at Austin 1995 — 1999
Bachelor's Degree, Finance, With Honors
YapStone August 2014 - Present
PayPros Payment Solutions July 2011 - August 2014
Focus Strategies September 2010 - July 2011
BlackRock July 2005 - September 2010
Merrill Lynch August 2000 - July 2005
J.P. Morgan July 1999 - August 2000
Skills
Executive Management, Leadership, Strategic Planning, Business Strategy, Process Improvement, Delivering ROI, Private Equity, Mergers & Acquisitions, Budgeting & Forecasting, Business Development, Corporate Finance, Finance, Financial Services, Valuation
Education
The University of Texas at Austin 1995 — 1999
Bachelor's Degree, Finance, With Honors
Tim Floyd's Merrill Lynch Experience June 2001 - August 2001
Job Senior Credit Analyst at Triton Container
Industry Investment Management
Experience
Floyd Investment Co. 2009 - 2014
KKR May 2007 - December 2008
KKR February 2005 - May 2007
Piper Jaffray July 2003 - January 2005
Goldman Sachs June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Analysis, Investments, Investment Banking, Fixed Income, Strategy, Financial Modeling, Valuation, Due Diligence, Equities, Hedge Funds, Business Development, Finance, Mergers & Acquisitions, Leveraged Finance, Private Equity, Corporate Finance, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance (Major), Accounting (Concentration), 4.0 GPA
Floyd Investment Co. 2009 - 2014
KKR May 2007 - December 2008
KKR February 2005 - May 2007
Piper Jaffray July 2003 - January 2005
Goldman Sachs June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Analysis, Investments, Investment Banking, Fixed Income, Strategy, Financial Modeling, Valuation, Due Diligence, Equities, Hedge Funds, Business Development, Finance, Mergers & Acquisitions, Leveraged Finance, Private Equity, Corporate Finance, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance (Major), Accounting (Concentration), 4.0 GPA
Terry Landry, CIMA® Terry Landry, CIMA®'s Merrill Lynch Experience January 2005 - February 2008
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch January 2005 - February 2008
Morgan Stanley January 1985 - January 2005
Skills
Financial Advising, Business Services, IRAs, IRA Rollovers, Retirement Planning, FINRA, Client-focused, Investments, Mutual Funds, Stocks, Bonds, FINRA Arbitrator, Estate Investment...
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA)
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch January 2005 - February 2008
Morgan Stanley January 1985 - January 2005
Skills
Financial Advising, Business Services, IRAs, IRA Rollovers, Retirement Planning, FINRA, Client-focused, Investments, Mutual Funds, Stocks, Bonds, FINRA Arbitrator, Estate Investment...
Education
The University of Texas at Austin 1972 — 1976
Bachelor of Business Administration (BBA)
Robert Bradley Robert Bradley's Merrill Lynch Experience 2008 - 2008
Job Associate at CSL Capital Management, LLC
Industry Financial Services
Experience
CSL Capital Management, LLC September 2015 - Present
Citi November 2014 - September 2015
GulfStar Group July 2013 - October 2014
UBS Investment Bank June 2012 - August 2012
Merrill Lynch 2008 - 2008
Skills
Financial Modeling, Investment Banking, Investments, Financial Analysis, Valuation, Bloomberg, Mergers & Acquisitions, Due Diligence, Corporate Finance, Equities, Portfolio Management, Capital Markets, Capital IQ, Equity Research
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance
CSL Capital Management, LLC September 2015 - Present
Citi November 2014 - September 2015
GulfStar Group July 2013 - October 2014
UBS Investment Bank June 2012 - August 2012
Merrill Lynch 2008 - 2008
Skills
Financial Modeling, Investment Banking, Investments, Financial Analysis, Valuation, Bloomberg, Mergers & Acquisitions, Due Diligence, Corporate Finance, Equities, Portfolio Management, Capital Markets, Capital IQ, Equity Research
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance
Sheri Burnecke Sheri Burnecke's Merrill Lynch Experience 1988 - 1992
Job Mortgage Marketing Assistant at Highlands Residential Mortgage
Industry Financial Services
Experience
Highlands Residential Mortgage August 2012 - Present
ViewPoint Mortgage June 2010 - August 2012
JPMorgan Chase August 1991 - October 2000
Merrill Lynch 1988 - 1992
Skills
Refinance, Residential Mortgages, Loan Origination, Mortgage Lending, Credit, FHA, Loans, FHA financing, Mortgage Marketing, Mortgage Banking, Sellers, Referrals, VA loans, USDA, Sales, Government Loans, FHA Financing, VA Loans
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
NHRHS 1980 — 1984
Highlands Residential Mortgage August 2012 - Present
ViewPoint Mortgage June 2010 - August 2012
JPMorgan Chase August 1991 - October 2000
Merrill Lynch 1988 - 1992
Skills
Refinance, Residential Mortgages, Loan Origination, Mortgage Lending, Credit, FHA, Loans, FHA financing, Mortgage Marketing, Mortgage Banking, Sellers, Referrals, VA loans, USDA, Sales, Government Loans, FHA Financing, VA Loans
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
NHRHS 1980 — 1984
Scott Geller Scott Geller's Merrill Lynch Experience August 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Wells Fargo Advisors February 2010 - August 2013
First Republic Bank 1991 - 2001
Skills
Portfolio Management, Investments, Loans, Mortgage Lending, Finance, Credit, Loan Origination, Asset Management, Refinance, Commercial Lending, Strategic Financial..., Equities, Banking, Financial Analysis, Commercial Mortgages, Underwriting, Valuation, Insurance, Life Insurance, Risk Management, Capital Markets, Financial Modeling, Due Diligence, Corporate Finance, Leadership, Management, Strategic Planning
Education
The University of Texas at Austin 1986 — 1987
Mortgage Banking Certification
San Diego State University 1977 — 1981
Bachelor of Science, Business Administration
Merrill Lynch August 2013 - Present
Wells Fargo Advisors February 2010 - August 2013
First Republic Bank 1991 - 2001
Skills
Portfolio Management, Investments, Loans, Mortgage Lending, Finance, Credit, Loan Origination, Asset Management, Refinance, Commercial Lending, Strategic Financial..., Equities, Banking, Financial Analysis, Commercial Mortgages, Underwriting, Valuation, Insurance, Life Insurance, Risk Management, Capital Markets, Financial Modeling, Due Diligence, Corporate Finance, Leadership, Management, Strategic Planning
Education
The University of Texas at Austin 1986 — 1987
Mortgage Banking Certification
San Diego State University 1977 — 1981
Bachelor of Science, Business Administration
David Rassiner's Merrill Lynch Experience June 2011 - August 2011
Job Student at The University of Texas at Austin
Industry Accounting
Experience
Merrill Lynch June 2011 - August 2011
Gerber & Co., Inc. August 2009 - August 2010
Skills
Marketing, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Financial Analysis, Public Speaking, Customer Service, Facebook, Event Planning, Photoshop, Financial Modeling, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master in Professional Accounting (MPA), Taxation
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (BA), Economics
University of Alicante, Spain 2012 — 2012
CIEE Summer Language and Culture Program
Merrill Lynch June 2011 - August 2011
Gerber & Co., Inc. August 2009 - August 2010
Skills
Marketing, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Financial Analysis, Public Speaking, Customer Service, Facebook, Event Planning, Photoshop, Financial Modeling, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master in Professional Accounting (MPA), Taxation
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (BA), Economics
University of Alicante, Spain 2012 — 2012
CIEE Summer Language and Culture Program
Fahd Lakhani's Merrill Lynch Experience 2010 - 2012
Job At that intersection where products and services meet technology platforms and marketplace business models.
Industry Internet
Experience
Quantact Capital Advisors 2012 - Present
Merrill Lynch 2010 - 2012
Kershner Trading Group 2007 - 2009
T-Mobile 2004 - 2007
Skills
Start-ups, Healthcare, Strategy, Business Development, Financial Analysis, Market Research, Forecasting, Marketing Strategy, Product Development, Valuation, Investments, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Portfolio Management, Due Diligence
Education
The University of Texas at Austin
Economics
Quantact Capital Advisors 2012 - Present
Merrill Lynch 2010 - 2012
Kershner Trading Group 2007 - 2009
T-Mobile 2004 - 2007
Skills
Start-ups, Healthcare, Strategy, Business Development, Financial Analysis, Market Research, Forecasting, Marketing Strategy, Product Development, Valuation, Investments, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Portfolio Management, Due Diligence
Education
The University of Texas at Austin
Economics
Emily Jew Emily Jew's Merrill Lynch Experience June 2012 - August 2012
Job Student at The University of Texas at Austin
Industry Accounting
Experience
EY January 2013 - March 2013
Camp Gladiator October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, SAP, Accounting, Financial Reporting, Organization, Auditing, Lotus Notes, Financial Modeling, Financial Analysis
Education
The University of Texas at Austin 2009 — 2014
Master in Professional Accounting
EY January 2013 - March 2013
Camp Gladiator October 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, SAP, Accounting, Financial Reporting, Organization, Auditing, Lotus Notes, Financial Modeling, Financial Analysis
Education
The University of Texas at Austin 2009 — 2014
Master in Professional Accounting
Ryan Kern's Merrill Lynch Experience 2001 - 2002
Job Finance Manager, Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
OppenheimerFunds June 2012 - July 2014
Great-West Life 2007 - 2012
MetLife 2003 - 2007
Wall Street Radio.net dba Winning On Wall Street 2002 - 2003
Merrill Lynch 2001 - 2002
Skills
Mutual Funds, Operations Management, Securities, Investments, Finance, Retirement, Series 7, Strategic Financial..., Public Speaking, Process Improvement, Equities, Series 63, Management, Asset Allocation, Financial Services, FINRA, Retirement Planning, 401k, Access, Asset Management, Leadership, Insurance, NSCC/FundServ, Financial Analysis, Series 26, Microsoft Access, Profitability Analysis, Financial Planning
Education
CU Denver 2007 — 2013
M.S., Finance
The University of Texas at Austin 1996 — 2000
BA, Business Economics
Charles Schwab July 2014 - Present
OppenheimerFunds June 2012 - July 2014
Great-West Life 2007 - 2012
MetLife 2003 - 2007
Wall Street Radio.net dba Winning On Wall Street 2002 - 2003
Merrill Lynch 2001 - 2002
Skills
Mutual Funds, Operations Management, Securities, Investments, Finance, Retirement, Series 7, Strategic Financial..., Public Speaking, Process Improvement, Equities, Series 63, Management, Asset Allocation, Financial Services, FINRA, Retirement Planning, 401k, Access, Asset Management, Leadership, Insurance, NSCC/FundServ, Financial Analysis, Series 26, Microsoft Access, Profitability Analysis, Financial Planning
Education
CU Denver 2007 — 2013
M.S., Finance
The University of Texas at Austin 1996 — 2000
BA, Business Economics
Philip Ugalde Philip Ugalde's Merrill Lynch Experience June 2008 - March 2009
Job Vice President, Commercial & Industrial Banking at Regions Bank
Industry Financial Services
Experience
Regions Financial Corporation April 2015 - Present
Association for Corporate Growth - Houston Chapter June 2013 - Present
Lasco Enterprises March 2011 - Present
Mercantil Commercebank N.A. May 2014 - April 2015
Far West Capital August 2013 - May 2014
Association for Corporate Growth - Houston Chapter June 2012 - June 2013
Bank of Texas February 2012 - May 2013
BBVA Compass July 2010 - January 2012
Capital One May 2009 - July 2010
Merrill Lynch June 2008 - March 2009
Skills
Commercial Banking, Middle Market, C&I Lending, Cash Flow Lending, Equipment Loans, Cash Management, Banking, Working Capital..., Treasury Management, Financial Analysis, Corporate Finance, Private Equity, Risk Management, Financial Structuring, Business Development, New Business Development, Strategic Planning, Cross Selling, Senior Debt, Asset Based Finance, Revolving Lines of..., Recapitalizations, Management Buyouts, Business Acquisition..., Strategic Relationships, Driving New Business, Building Customer..., Increasing Brand..., Brand Perception, Building Brand Awareness, C-Level Relationships, Pipeline Growth, Identifying Client Needs, Exceptional Communicator, Highly personable, Staff Management, People Development, Leadership, Team Leadership, Wealth Management, Loans, Commercial Lending, Credit, Executive Management, Underwriting, Finance, Credit Analysis, Strategy, Management
Education
The University of Texas at Austin 1988 — 1993
Strake Jesuit College Preparatory 1984 — 1988
Regions Financial Corporation April 2015 - Present
Association for Corporate Growth - Houston Chapter June 2013 - Present
Lasco Enterprises March 2011 - Present
Mercantil Commercebank N.A. May 2014 - April 2015
Far West Capital August 2013 - May 2014
Association for Corporate Growth - Houston Chapter June 2012 - June 2013
Bank of Texas February 2012 - May 2013
BBVA Compass July 2010 - January 2012
Capital One May 2009 - July 2010
Merrill Lynch June 2008 - March 2009
Skills
Commercial Banking, Middle Market, C&I Lending, Cash Flow Lending, Equipment Loans, Cash Management, Banking, Working Capital..., Treasury Management, Financial Analysis, Corporate Finance, Private Equity, Risk Management, Financial Structuring, Business Development, New Business Development, Strategic Planning, Cross Selling, Senior Debt, Asset Based Finance, Revolving Lines of..., Recapitalizations, Management Buyouts, Business Acquisition..., Strategic Relationships, Driving New Business, Building Customer..., Increasing Brand..., Brand Perception, Building Brand Awareness, C-Level Relationships, Pipeline Growth, Identifying Client Needs, Exceptional Communicator, Highly personable, Staff Management, People Development, Leadership, Team Leadership, Wealth Management, Loans, Commercial Lending, Credit, Executive Management, Underwriting, Finance, Credit Analysis, Strategy, Management
Education
The University of Texas at Austin 1988 — 1993
Strake Jesuit College Preparatory 1984 — 1988
Kyle Cardone, CFA's Merrill Lynch Experience June 2008 - August 2008
Job Deals Manager at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC September 2011 - June 2013
Wells Fargo Advisors September 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Private Equity, Investment Banking, Capital Markets, Accounting, Financial Accounting, Divestitures, Financial Modeling, Financial Analysis, Financial Reporting, CPA, US GAAP, Business Valuation, SEC filings, Due Diligence, Sarbanes-Oxley Act, Intangible Assets, Finance, SEC Filings
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master in Professional Accounting
Vanderbilt University 2006 — 2010
B.S., Economics and Human and Organizational Development
New York University - Leonard N. Stern School of Business 2009 — 2009
Stern Advantage Program
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC September 2011 - June 2013
Wells Fargo Advisors September 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Private Equity, Investment Banking, Capital Markets, Accounting, Financial Accounting, Divestitures, Financial Modeling, Financial Analysis, Financial Reporting, CPA, US GAAP, Business Valuation, SEC filings, Due Diligence, Sarbanes-Oxley Act, Intangible Assets, Finance, SEC Filings
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master in Professional Accounting
Vanderbilt University 2006 — 2010
B.S., Economics and Human and Organizational Development
New York University - Leonard N. Stern School of Business 2009 — 2009
Stern Advantage Program
Neil Eggers Neil Eggers's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney August 2008 - July 2011
Castle Entries 2006 - 2007
Frogg Toggs 1999 - 2006
Maruman Golf USA 1991 - 1997
Deloitte 1988 - 1991
Education
The University of Texas at Austin 1982 — 1987
BBA, Finance, Engineering Management, Minor in Accounting
Clear Lake High School 1978 — 1982
Merrill Lynch July 2011 - Present
Morgan Stanley Smith Barney August 2008 - July 2011
Castle Entries 2006 - 2007
Frogg Toggs 1999 - 2006
Maruman Golf USA 1991 - 1997
Deloitte 1988 - 1991
Education
The University of Texas at Austin 1982 — 1987
BBA, Finance, Engineering Management, Minor in Accounting
Clear Lake High School 1978 — 1982
Jeff Wright, CFA, MBA Jeff Wright, CFA, MBA's Merrill Lynch Experience June 2012 - Present
Job Private Wealth Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
United States Department of Defense August 2010 - June 2012
Booz Allen Hamilton July 2009 - August 2010
US Army May 2005 - July 2009
Skills
Financial Management, Valuation, Investments, Government, Equities, Economics, Financial Modeling, Strategic Planning, Management Consulting, Financial Analysis, Budgeting, Team Building, Wealth Management, Fixed Income Analysis, Portfolio Management, Managerial Finance, Budgets, Program Management, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
MBA, Finance
The University of Texas at Austin 2001 — 2005
BA, Economics, Math Minor
Merrill Lynch June 2012 - Present
United States Department of Defense August 2010 - June 2012
Booz Allen Hamilton July 2009 - August 2010
US Army May 2005 - July 2009
Skills
Financial Management, Valuation, Investments, Government, Equities, Economics, Financial Modeling, Strategic Planning, Management Consulting, Financial Analysis, Budgeting, Team Building, Wealth Management, Fixed Income Analysis, Portfolio Management, Managerial Finance, Budgets, Program Management, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2012
MBA, Finance
The University of Texas at Austin 2001 — 2005
BA, Economics, Math Minor
Kent Chenevert Kent Chenevert's Merrill Lynch Experience February 2004 - August 2007
Job Managing Director at Bank of America Merrill Lynch
Industry Oil & Energy
Experience
Bank of America Merrill Lynch August 2007 - Present
Merrill Lynch February 2004 - August 2007
Entergy-Koch Trading May 2000 - February 2004
Koch Industries September 1997 - May 2000
Skills
Hedging, Derivatives, PJM, Natural Gas, Commodity, Commodity Markets, Trading, Energy, Energy Markets, Financial Analysis, Financial Modeling, Options, Portfolio Management, Renewable Energy, Risk Management
Education
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration, Accounting
Bank of America Merrill Lynch August 2007 - Present
Merrill Lynch February 2004 - August 2007
Entergy-Koch Trading May 2000 - February 2004
Koch Industries September 1997 - May 2000
Skills
Hedging, Derivatives, PJM, Natural Gas, Commodity, Commodity Markets, Trading, Energy, Energy Markets, Financial Analysis, Financial Modeling, Options, Portfolio Management, Renewable Energy, Risk Management
Education
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration, Accounting
Christian Hiles's Merrill Lynch Experience 1997 - 1998
Job Senior Trader
Industry Investment Management
Experience
Cambiar Investors 2004 - Present
Geronimo Partners 2002 - 2004
Tucker Anthony Gleary Gull 1998 - 2001
Merrill Lynch 1997 - 1998
Skills
Trading, Trading Systems, Portfolio Management, Equity Trading, Asset Management, Bloomberg, Options, Electronic Trading, Order Management, Buy-side, Derivatives, Advent, UMA's
Education
The University of Texas at Austin 1994 — 1997
BS, Public Relations
Cambiar Investors 2004 - Present
Geronimo Partners 2002 - 2004
Tucker Anthony Gleary Gull 1998 - 2001
Merrill Lynch 1997 - 1998
Skills
Trading, Trading Systems, Portfolio Management, Equity Trading, Asset Management, Bloomberg, Options, Electronic Trading, Order Management, Buy-side, Derivatives, Advent, UMA's
Education
The University of Texas at Austin 1994 — 1997
BS, Public Relations
Amy Hinzmann's Merrill Lynch Experience December 2004 - April 2008
Job Senior Vice President at DiscoverReady
Industry Legal Services
Experience
DiscoverReady June 2008 - Present
Merrill Lynch December 2004 - April 2008
Jenkens & Gilchrist September 2001 - October 2004
Education
The University of Texas at Austin 1998 — 2001
JD
The University of Texas at Austin 1994 — 1998
BA, Spanish and Latin American Studies
DiscoverReady June 2008 - Present
Merrill Lynch December 2004 - April 2008
Jenkens & Gilchrist September 2001 - October 2004
Education
The University of Texas at Austin 1998 — 2001
JD
The University of Texas at Austin 1994 — 1998
BA, Spanish and Latin American Studies
Dan Walton Dan Walton's Merrill Lynch Experience 1988 - 1990
Job EVP Yucatan Foods
Industry Food Production
Experience
Yucatan Foods October 2007 - Present
DAN & BUCK' S Dry Rubs April 2002 - Present
Deutsche Bank June 2000 - March 2002
Merrill Lynch 1988 - 1990
Lehman Brothers 1981 - 1987
Skills
Private Placements, Mergers, Private Equity, Corporate Finance, Cooking, Investment Banking, Forecasting, Restructuring, Financial Modeling, Venture Capital, Mergers & Acquisitions, Income Statement, Consumer Products, Pricing, Business Strategy, Executive Management, Acquisition Integration, Finance, Corporate Development, Entrepreneurship, Valuation, Strategy, Divestitures, Due Diligence, M&A experience, Business Development, Cash Management, Business Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1981
BBA, MBA, Finance, General
The University of Texas at Austin 1975 — 1979
BBA, Finance
Yucatan Foods October 2007 - Present
DAN & BUCK' S Dry Rubs April 2002 - Present
Deutsche Bank June 2000 - March 2002
Merrill Lynch 1988 - 1990
Lehman Brothers 1981 - 1987
Skills
Private Placements, Mergers, Private Equity, Corporate Finance, Cooking, Investment Banking, Forecasting, Restructuring, Financial Modeling, Venture Capital, Mergers & Acquisitions, Income Statement, Consumer Products, Pricing, Business Strategy, Executive Management, Acquisition Integration, Finance, Corporate Development, Entrepreneurship, Valuation, Strategy, Divestitures, Due Diligence, M&A experience, Business Development, Cash Management, Business Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1981
BBA, MBA, Finance, General
The University of Texas at Austin 1975 — 1979
BBA, Finance
Kelly Lynch,CFP® Kelly Lynch,CFP®'s Merrill Lynch Experience January 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Fairview Down Under April 2012 - December 2013
Traxxas September 2011 - April 2012
K&K Parties and Catering July 2007 - September 2011
Planted Earth, Inc. January 2002 - July 2007
Lincoln Financial Distributors July 2000 - October 2001
Lincoln Financial Distributors June 1999 - July 2000
H. D. Vest Financial Services October 1998 - June 1999
H. D. Vest August 1997 - October 1998
H. D. Vest June 1996 - August 1997
Education
The University of Texas at Austin 1992 — 1996
BBA, Finance
Merrill Lynch January 2014 - Present
Fairview Down Under April 2012 - December 2013
Traxxas September 2011 - April 2012
K&K Parties and Catering July 2007 - September 2011
Planted Earth, Inc. January 2002 - July 2007
Lincoln Financial Distributors July 2000 - October 2001
Lincoln Financial Distributors June 1999 - July 2000
H. D. Vest Financial Services October 1998 - June 1999
H. D. Vest August 1997 - October 1998
H. D. Vest June 1996 - August 1997
Education
The University of Texas at Austin 1992 — 1996
BBA, Finance
Helen Hoang's Merrill Lynch Experience June 2015 - August 2015
Job Student at The University of Texas at Austin
Industry
Experience
Merrill Lynch June 2015 - August 2015
McCombs School of Business January 2015 - May 2015
McCombs School of Business January 2014 - December 2014
Merrill Lynch June 2014 - August 2014
The University of Texas at Austin January 2013 - May 2014
Skills
Microsoft Excel, Client Relations, Leadership, Teamwork, Management, Microsoft Office, HTML5, PowerPoint, Teaching, SQL, Google Docs, Social Media, Analysis, Data Analysis, Event Planning, Time Management, Research, Finance, Public Speaking, Event Management, Microsoft Word
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Business Foundations Certificate
Merrill Lynch June 2015 - August 2015
McCombs School of Business January 2015 - May 2015
McCombs School of Business January 2014 - December 2014
Merrill Lynch June 2014 - August 2014
The University of Texas at Austin January 2013 - May 2014
Skills
Microsoft Excel, Client Relations, Leadership, Teamwork, Management, Microsoft Office, HTML5, PowerPoint, Teaching, SQL, Google Docs, Social Media, Analysis, Data Analysis, Event Planning, Time Management, Research, Finance, Public Speaking, Event Management, Microsoft Word
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Business Foundations Certificate
Amy Berry Amy Berry's Merrill Lynch Experience May 2009 - August 2009
Job Interior Designer at Amy Berry
Industry Design
Experience
Amy Berry January 2013 - Present
Volga Linen 2012 - 2013
Pierre Frey May 2012 - October 2012
CB Richard Ellis February 2011 - August 2011
CB Richard Ellis June 2010 - March 2011
Merrill Lynch May 2009 - August 2009
CBRE May 2008 - August 2008
Skills
Microsoft Office, Social Media, Social Media Marketing, Photoshop, Adobe Creative Suite, Interior Design, Space Planning, SketchUp, Photography, Fashion, InDesign, Graphic Design, Space planning, Illustrator, Illustration
Education
Inchbald School of Design 2011 — 2012
Certificate, Interior Decoration
The University of Texas at Austin 2006 — 2010
BA, American Studies
Amy Berry January 2013 - Present
Volga Linen 2012 - 2013
Pierre Frey May 2012 - October 2012
CB Richard Ellis February 2011 - August 2011
CB Richard Ellis June 2010 - March 2011
Merrill Lynch May 2009 - August 2009
CBRE May 2008 - August 2008
Skills
Microsoft Office, Social Media, Social Media Marketing, Photoshop, Adobe Creative Suite, Interior Design, Space Planning, SketchUp, Photography, Fashion, InDesign, Graphic Design, Space planning, Illustrator, Illustration
Education
Inchbald School of Design 2011 — 2012
Certificate, Interior Decoration
The University of Texas at Austin 2006 — 2010
BA, American Studies
Prakash Upadhyaya's Merrill Lynch Experience February 2006 - January 2008
Job Ecommerce tools entrepreneur; OrderCup creator
Industry Internet
Experience
OrderCup May 2008 - Present
MelissaDATA 2008 - Present
Merrill Lynch February 2006 - January 2008
SmartShip 1997 - 2001
Corporate Finance / Various Companies January 1985 - December 1996
Skills
Financial Modeling, Investment Banking, E-commerce, Product Development, Mergers, Mobile Devices, Marketing Strategy, Lead Generation, Venture Capital, Online Marketing, Strategic Partnerships, Business Development, Entrepreneurship, Business Strategy, Analytics, Private Equity, Start-ups, Leadership, Management Consulting, Mergers & Acquisitions, Cloud Computing, Strategy, Strategic Planning, Mobile Applications, New Business Development, Product Management, SaaS, Corporate Development, Online Advertising, SEO, Marketing, Competitive Analysis, PPC, Angel Investing, Enterprise Software, SEM, Shipping, Web Applications, Executive Management, Management, Email Marketing, Customer Acquisition
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1984
MBA, Finance, Accounting
IIT Varanasi (prev. Institute of Technology, BHU) 1974 — 1979
B. Tech., Mechanical Engineering
OrderCup May 2008 - Present
MelissaDATA 2008 - Present
Merrill Lynch February 2006 - January 2008
SmartShip 1997 - 2001
Corporate Finance / Various Companies January 1985 - December 1996
Skills
Financial Modeling, Investment Banking, E-commerce, Product Development, Mergers, Mobile Devices, Marketing Strategy, Lead Generation, Venture Capital, Online Marketing, Strategic Partnerships, Business Development, Entrepreneurship, Business Strategy, Analytics, Private Equity, Start-ups, Leadership, Management Consulting, Mergers & Acquisitions, Cloud Computing, Strategy, Strategic Planning, Mobile Applications, New Business Development, Product Management, SaaS, Corporate Development, Online Advertising, SEO, Marketing, Competitive Analysis, PPC, Angel Investing, Enterprise Software, SEM, Shipping, Web Applications, Executive Management, Management, Email Marketing, Customer Acquisition
Education
The University of Texas at Austin - Red McCombs School of Business 1982 — 1984
MBA, Finance, Accounting
IIT Varanasi (prev. Institute of Technology, BHU) 1974 — 1979
B. Tech., Mechanical Engineering
Jennifer Melton's Merrill Lynch Experience March 2010 - Present
Job
Industry Marketing and Advertising
Experience
Merrill Lynch March 2010 - Present
Sovereign Bank January 2010 - March 2010
Fidelity Investments September 2001 - February 2010
Wheelhouse March 2000 - August 2001
Epsilon June 1998 - March 2000
Skills
Analytics, Web Analytics, Data Mining, Database Marketing, Survey Research, Social Media, Channel Optimization, Data Warehousing, Performance Monitoring, Marketing Research, Data Visualization, B2C marketing, B2B Marketing, Strategy, Business Intelligence, Competitive Analysis, CRM, Competitive Intelligence, Market Research, Thought Leadership, Financial Services, SaaS, Segmentation, Strategic Partnerships, Multi-channel Marketing, Business Analysis
Education
The University of Texas at Austin 1993 — 1995
M.P. Aff.
The University of Texas at Austin 1992 — 1995
MA
The University of Texas at Austin 1986 — 1990
BA
Merrill Lynch March 2010 - Present
Sovereign Bank January 2010 - March 2010
Fidelity Investments September 2001 - February 2010
Wheelhouse March 2000 - August 2001
Epsilon June 1998 - March 2000
Skills
Analytics, Web Analytics, Data Mining, Database Marketing, Survey Research, Social Media, Channel Optimization, Data Warehousing, Performance Monitoring, Marketing Research, Data Visualization, B2C marketing, B2B Marketing, Strategy, Business Intelligence, Competitive Analysis, CRM, Competitive Intelligence, Market Research, Thought Leadership, Financial Services, SaaS, Segmentation, Strategic Partnerships, Multi-channel Marketing, Business Analysis
Education
The University of Texas at Austin 1993 — 1995
M.P. Aff.
The University of Texas at Austin 1992 — 1995
MA
The University of Texas at Austin 1986 — 1990
BA
John Iltis, PMP's Merrill Lynch Experience May 2001 - August 2003
Job Program Manager at Presidio
Industry Information Technology and Services
Experience
Presidio February 2012 - Present
BlueWater Communications Group September 2006 - February 2012
ThruPoint, Inc. March 2004 - September 2006
Independent Consultant August 2003 - March 2004
Merrill Lynch May 2001 - August 2003
Nortel Networks January 2000 - August 2000
Iltis Music Company January 1989 - January 2000
Skills
Project Portfolio..., Security, Wireless, Data Center, Vendor Management, PMP, PMO, Networking, Routing, Cisco Technologies, Program Management, IT Service Management, Project Management, Pre-sales, ITIL, VoIP, Unified Communications, Network Security, Service Delivery, Strategy
Education
The University of Texas at Austin
Bachelor of Science, Electrical Engineering
The University of Texas at Austin
Bachelor of Science (BS) Electrical Engineering, Electrical, Electronics and Communications Engineering
Presidio February 2012 - Present
BlueWater Communications Group September 2006 - February 2012
ThruPoint, Inc. March 2004 - September 2006
Independent Consultant August 2003 - March 2004
Merrill Lynch May 2001 - August 2003
Nortel Networks January 2000 - August 2000
Iltis Music Company January 1989 - January 2000
Skills
Project Portfolio..., Security, Wireless, Data Center, Vendor Management, PMP, PMO, Networking, Routing, Cisco Technologies, Program Management, IT Service Management, Project Management, Pre-sales, ITIL, VoIP, Unified Communications, Network Security, Service Delivery, Strategy
Education
The University of Texas at Austin
Bachelor of Science, Electrical Engineering
The University of Texas at Austin
Bachelor of Science (BS) Electrical Engineering, Electrical, Electronics and Communications Engineering
Jessica Fertitta's Merrill Lynch Experience May 1999 - July 1999
Job Student at The University of Texas School of Law
Industry Fund-Raising
Experience
The University of Texas School of Law August 2009 - Present
Texans for Greg Abbott August 2005 - August 2009
Office of the Secretary, The Department of Labor May 2005 - August 2005
Merrill Lynch May 1999 - July 1999
Education
The University of Texas at Austin 2003 — 2007
B.S., Communication Studies - Political Communication
The University of Texas School of Law August 2009 - Present
Texans for Greg Abbott August 2005 - August 2009
Office of the Secretary, The Department of Labor May 2005 - August 2005
Merrill Lynch May 1999 - July 1999
Education
The University of Texas at Austin 2003 — 2007
B.S., Communication Studies - Political Communication
Christina Wang, MBA's Merrill Lynch Experience 2003 - 2003
Job Product Management Office
Industry Information Technology and Services
Experience
Electronic Entertainment Design and Research (EEDAR) August 2013 - April 2015
Cricket Communications August 2010 - October 2012
Universal Marketing and Consulting 2009 - 2010
JPMorgan Chase 2008 - 2009
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2004 - 2004
Merrill Lynch 2003 - 2003
Skills
Project Management, Business Analysis, Process Improvement, User Acceptance Testing, SDLC, Cross-functional Team..., Analysis, Leadership, Integration, Management, Testing, Telecommunications, Program Management, Business Process..., Business Process, Visio, Product Management, Strategy, Agile Methodologies, Data Analysis
Education
University of California, Los Angeles 2012 — 2015
Master of Business Administration (MBA), Marketing and Global Management
University of Colorado Denver
Certificate, Business Analysis
The University of Texas at Austin
BS, Computer Science with Business Foundations
Electronic Entertainment Design and Research (EEDAR) August 2013 - April 2015
Cricket Communications August 2010 - October 2012
Universal Marketing and Consulting 2009 - 2010
JPMorgan Chase 2008 - 2009
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2004 - 2004
Merrill Lynch 2003 - 2003
Skills
Project Management, Business Analysis, Process Improvement, User Acceptance Testing, SDLC, Cross-functional Team..., Analysis, Leadership, Integration, Management, Testing, Telecommunications, Program Management, Business Process..., Business Process, Visio, Product Management, Strategy, Agile Methodologies, Data Analysis
Education
University of California, Los Angeles 2012 — 2015
Master of Business Administration (MBA), Marketing and Global Management
University of Colorado Denver
Certificate, Business Analysis
The University of Texas at Austin
BS, Computer Science with Business Foundations
Daniel McGuinness's Merrill Lynch Experience 1984 - January 2008
Job Managing Director at BlackRock
Industry Investment Banking
Experience
BlackRock February 2008 - Present
Merrill Lynch 1984 - January 2008
Arthur Andersen 1981 - 1984
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Executive MBA
The University of Texas at Austin 1977 — 1981
BS, Finance
BlackRock February 2008 - Present
Merrill Lynch 1984 - January 2008
Arthur Andersen 1981 - 1984
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Executive MBA
The University of Texas at Austin 1977 — 1981
BS, Finance
Jason Goldberg's Merrill Lynch Experience May 2006 - August 2006
Job Director of Engineering at Able Lending
Industry Computer Software
Experience
Able Lending March 2014 - Present
OneID November 2011 - March 2014
Optaros July 2007 - November 2011
Merrill Lynch May 2006 - August 2006
Education
The University of Texas at Austin 2003 — 2007
BS, Computer Science
Able Lending March 2014 - Present
OneID November 2011 - March 2014
Optaros July 2007 - November 2011
Merrill Lynch May 2006 - August 2006
Education
The University of Texas at Austin 2003 — 2007
BS, Computer Science
Megan Pukaite's Merrill Lynch Experience 2001 - 2003
Job Vice President at RBS
Industry Banking
Experience
Royal Bank of Scotland May 2007 - Present
Merrill Lynch 2001 - 2003
Skills
Financial Modeling, Capital Markets, Due Diligence, Corporate Finance, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
The University of Texas at Austin 1996 — 2001
BS, Chemical Engineering
Royal Bank of Scotland May 2007 - Present
Merrill Lynch 2001 - 2003
Skills
Financial Modeling, Capital Markets, Due Diligence, Corporate Finance, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
The University of Texas at Austin 1996 — 2001
BS, Chemical Engineering
Daryl Fontenot's Merrill Lynch Experience 2000 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2000 - Present
Skills
Public Speaking, Leadership, Financial Planning, Investments, Retirement Planning, Asset Management, Customer Service, Equities, Financial Analysis, Nonprofits, Series 7, Strategic Planning, Team Building, Wealth Management, Event Planning, Risk Management
Education
University of Houston-Clear Lake 1990 — 1992
MBA
The University of Texas at Austin 1981 — 1985
BBA, Finance, General
Merrill Lynch 2000 - Present
Skills
Public Speaking, Leadership, Financial Planning, Investments, Retirement Planning, Asset Management, Customer Service, Equities, Financial Analysis, Nonprofits, Series 7, Strategic Planning, Team Building, Wealth Management, Event Planning, Risk Management
Education
University of Houston-Clear Lake 1990 — 1992
MBA
The University of Texas at Austin 1981 — 1985
BBA, Finance, General
Ronda Blacksher's Merrill Lynch Experience 2000 - 2003
Job Regional Sales Manager at Lucas Milhaupt
Industry Mining & Metals
Experience
Lucas Milhaupt January 2007 - Present
Academy Precision Materials 2003 - 2007
Merrill Lynch 2000 - 2003
Eye Clinic of Austin 1996 - 1999
Skills
Sales Management, Product Development, Forecasting, Manufacturing, Lean Manufacturing, Building Relationships, Continuous Improvement, Negotiation, Supply Chain, New Business Development, Cross-functional Team..., International Sales, Purchasing, Supply Chain Management, Sales Operations
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Journalism / Public Relations
Lucas Milhaupt January 2007 - Present
Academy Precision Materials 2003 - 2007
Merrill Lynch 2000 - 2003
Eye Clinic of Austin 1996 - 1999
Skills
Sales Management, Product Development, Forecasting, Manufacturing, Lean Manufacturing, Building Relationships, Continuous Improvement, Negotiation, Supply Chain, New Business Development, Cross-functional Team..., International Sales, Purchasing, Supply Chain Management, Sales Operations
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Journalism / Public Relations
Christine Vo's Merrill Lynch Experience November 1996 - April 2002
Job
Industry Information Technology and Services
Experience
Self Employed January 2003 - Present
Merrill Lynch November 1996 - April 2002
Transco August 1996 - November 1996
Lyondell-Citgo Refining LP January 1996 - July 1996
Paranet April 1994 - January 1996
DATCOM Resources 1992 - 1994
ExecuTrain September 1991 - May 1992
ExecuTrain January 1991 - September 1991
Gulf Publishing Company January 1990 - January 1991
Skills
Disaster Recovery, IT Management
Education
The University of Texas at Austin 1984 — 1989
BS, Advertising
Self Employed January 2003 - Present
Merrill Lynch November 1996 - April 2002
Transco August 1996 - November 1996
Lyondell-Citgo Refining LP January 1996 - July 1996
Paranet April 1994 - January 1996
DATCOM Resources 1992 - 1994
ExecuTrain September 1991 - May 1992
ExecuTrain January 1991 - September 1991
Gulf Publishing Company January 1990 - January 1991
Skills
Disaster Recovery, IT Management
Education
The University of Texas at Austin 1984 — 1989
BS, Advertising
Craig Krandel's Merrill Lynch Experience January 2001 - January 2008
Job Managing Director, Amherst Holdings, LLC
Industry Financial Services
Experience
Amherst Holdings, LLC June 2008 - Present
Merrill Lynch January 2001 - January 2008
Credit Suisse 1988 - 2001
Commonweath Mortgage May 1983 - January 1988
Skills
Hedge Funds, Structured Products, Series 7, Trading, Bonds, Portfolio Management, Securities, Asset Managment
Education
The University of Texas at Austin 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Bellaire High School 1975 — 1979
Amherst Holdings, LLC June 2008 - Present
Merrill Lynch January 2001 - January 2008
Credit Suisse 1988 - 2001
Commonweath Mortgage May 1983 - January 1988
Skills
Hedge Funds, Structured Products, Series 7, Trading, Bonds, Portfolio Management, Securities, Asset Managment
Education
The University of Texas at Austin 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Bellaire High School 1975 — 1979
Angie Matula's Merrill Lynch Experience September 2006 - August 2011
Job Refined Products Analyst at Louis Dreyfus Highbridge Energy
Industry Oil & Energy
Experience
Louis Dreyfus Highbridge Energy September 2011 - Present
Merrill Lynch September 2006 - August 2011
Merrill Lynch January 2009 - December 2009
Merrill Lynch September 2006 - December 2008
BP June 2005 - August 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
BBA, Finance
Louis Dreyfus Highbridge Energy September 2011 - Present
Merrill Lynch September 2006 - August 2011
Merrill Lynch January 2009 - December 2009
Merrill Lynch September 2006 - December 2008
BP June 2005 - August 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
BBA, Finance
Thomas Shen's Merrill Lynch Experience July 2004 - June 2006
Job
Industry Investment Management
Experience
GoldenTree Asset Management July 2014 - Present
One William Street Capital Management November 2010 - June 2014
White Elm Capital April 2008 - October 2009
Silver Point Capital July 2006 - April 2008
Merrill Lynch July 2004 - June 2006
Skills
Leveraged Finance, Hedge Funds, Financial Modeling, Valuation
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Business Administration, Finance
GoldenTree Asset Management July 2014 - Present
One William Street Capital Management November 2010 - June 2014
White Elm Capital April 2008 - October 2009
Silver Point Capital July 2006 - April 2008
Merrill Lynch July 2004 - June 2006
Skills
Leveraged Finance, Hedge Funds, Financial Modeling, Valuation
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Business Administration, Finance
Jerry Paul's Merrill Lynch Experience 1977 - 2009
Job Director at Merrill Lynch
Industry Financial Services
Experience
Bank of America - Merrill Lynch November 1977 - Present
Merrill Lynch 1977 - 2009
Education
The University of Texas at Austin 1978 — 1982
BBA, Marketing
Bank of America - Merrill Lynch November 1977 - Present
Merrill Lynch 1977 - 2009
Education
The University of Texas at Austin 1978 — 1982
BBA, Marketing
Michael G. Garcia's Merrill Lynch Experience July 1993 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1993 - Present
Skills
Estate Planning, Investments, Small Business, Strategic Planning, Series 7, Retirement, Investment Advisory, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, 401k, Alternative Investments, Wealth Management, Portfolio Management, Strategic Financial..., Series 24, Financial Advisory, ETFs, Separately Managed..., Equities, Investment Strategies
Education
The University of Texas at Austin
Business/Managerial Economics
Merrill Lynch July 1993 - Present
Skills
Estate Planning, Investments, Small Business, Strategic Planning, Series 7, Retirement, Investment Advisory, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, 401k, Alternative Investments, Wealth Management, Portfolio Management, Strategic Financial..., Series 24, Financial Advisory, ETFs, Separately Managed..., Equities, Investment Strategies
Education
The University of Texas at Austin
Business/Managerial Economics
Tom Vogt's Merrill Lynch Experience March 2004 - July 2007
Job Senior Director of Professional Services at Mercatus, Inc.
Industry Renewables & Environment
Experience
Mercatus, Inc. January 2015 - Present
Mercatus, Inc. April 2009 - January 2015
AES June 2010 - June 2012
AT&T June 2009 - June 2010
HelioVolt August 2008 - May 2009
Merrill Lynch March 2004 - July 2007
Merrill Lynch July 2003 - March 2004
Skills
Financial Modeling, Valuation, Project Finance, Business Development, Financial Analysis, Corporate Finance, Due Diligence, Mergers, Business Strategy, Competitive Analysis, Leadership, Budgets, Start-ups, Strategy, Strategic Planning, Energy, Entrepreneurship, Mergers & Acquisitions, Asset Management, Marketing, Sales, Renewable Energy, Customer Management, Global Operations, Management, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Entrepreneurship / Energy Finance
University of Kentucky 2000 — 2003
BS, Marketing
Mercatus, Inc. January 2015 - Present
Mercatus, Inc. April 2009 - January 2015
AES June 2010 - June 2012
AT&T June 2009 - June 2010
HelioVolt August 2008 - May 2009
Merrill Lynch March 2004 - July 2007
Merrill Lynch July 2003 - March 2004
Skills
Financial Modeling, Valuation, Project Finance, Business Development, Financial Analysis, Corporate Finance, Due Diligence, Mergers, Business Strategy, Competitive Analysis, Leadership, Budgets, Start-ups, Strategy, Strategic Planning, Energy, Entrepreneurship, Mergers & Acquisitions, Asset Management, Marketing, Sales, Renewable Energy, Customer Management, Global Operations, Management, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Entrepreneurship / Energy Finance
University of Kentucky 2000 — 2003
BS, Marketing
Smick Fletcher's Merrill Lynch Experience March 2015 - Present
Job Financial strategies for affluent individuals and business owners.
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
AREA, LLC June 2013 - January 2015
PrimeLending, A PlainsCapital Company July 2012 - May 2013
Network Funding, LP September 2009 - July 2012
Supreme Lending March 2007 - October 2009
PrimeLending May 2003 - May 2006
Skills
Customer Service, FHA, Credit Analysis
Education
The University of Texas at Austin 1985 — 1990
Economics
Merrill Lynch March 2015 - Present
AREA, LLC June 2013 - January 2015
PrimeLending, A PlainsCapital Company July 2012 - May 2013
Network Funding, LP September 2009 - July 2012
Supreme Lending March 2007 - October 2009
PrimeLending May 2003 - May 2006
Skills
Customer Service, FHA, Credit Analysis
Education
The University of Texas at Austin 1985 — 1990
Economics
Brent Caldwell's Merrill Lynch Experience January 1998 - June 2000
Job Attorney at Prebeg Faucett & Abbott, PLLC
Industry Law Practice
Experience
Prebeg Faucett & Abbott, PLLC January 2014 - Present
ClearmanPrebeg LLP October 2010 - January 2014
Meyer Orlando, LLC December 2008 - October 2010
Caldwell Law Office, PLLC 2008 - 2010
Fitzhugh, Elliott & Ammerman, P.C. August 2007 - September 2008
Smith & Hennessey, PLLC September 2004 - August 2007
WSBA 2006 - 2007
Forsberg & Umlauf, P.S. 2000 - 2004
Merrill Lynch January 1998 - June 2000
Skills
Civil Litigation, Legal Research, Appeals, Litigation, Patent Litigation, Commercial Litigation, Torts, Entertainment Law, Product Liability, Trademarks, Trial Practice, Arbitration, Courts, Trade Secrets, Personal Injury, Business Litigation, Intellectual Property, Licensing, Class Actions, Legal Writing, Patents
Education
The University of Texas School of Law 1992 — 1995
J.D., Law
The University of Texas at Austin 1988 — 1992
BA, Plan II Honors, Philosophy, French
College St-Michel 1987 — 1988
Prebeg Faucett & Abbott, PLLC January 2014 - Present
ClearmanPrebeg LLP October 2010 - January 2014
Meyer Orlando, LLC December 2008 - October 2010
Caldwell Law Office, PLLC 2008 - 2010
Fitzhugh, Elliott & Ammerman, P.C. August 2007 - September 2008
Smith & Hennessey, PLLC September 2004 - August 2007
WSBA 2006 - 2007
Forsberg & Umlauf, P.S. 2000 - 2004
Merrill Lynch January 1998 - June 2000
Skills
Civil Litigation, Legal Research, Appeals, Litigation, Patent Litigation, Commercial Litigation, Torts, Entertainment Law, Product Liability, Trademarks, Trial Practice, Arbitration, Courts, Trade Secrets, Personal Injury, Business Litigation, Intellectual Property, Licensing, Class Actions, Legal Writing, Patents
Education
The University of Texas School of Law 1992 — 1995
J.D., Law
The University of Texas at Austin 1988 — 1992
BA, Plan II Honors, Philosophy, French
College St-Michel 1987 — 1988
Richard DeGarmo's Merrill Lynch Experience December 2004 - October 2006
Job Financial Services, Sales, Retail Management, Insurance, Banking Financial Services. 40 Years associated with bicycles.
Industry Financial Services
Experience
Modern Woodmen of America July 2013 - December 2013
Conn's February 2012 - June 2013
MetLife December 2006 - November 2011
Merrill Lynch December 2004 - October 2006
Cycle 360 Bicycles May 1999 - April 2003
Skills
Retirement Planning, Life Insurance, Investments, Bicycle Race Organizing, Director Bicycle Racing..., Bicycle Racing Team and..., Securities, 401k, Series 7, General Insurance, Investment Advisory
Education
Tulsa Memorial High School
High School Diploma
The University of Texas at Austin
None, Business Administration and Management, General
University of Oklahoma
None, Business/Engineering
Modern Woodmen of America July 2013 - December 2013
Conn's February 2012 - June 2013
MetLife December 2006 - November 2011
Merrill Lynch December 2004 - October 2006
Cycle 360 Bicycles May 1999 - April 2003
Skills
Retirement Planning, Life Insurance, Investments, Bicycle Race Organizing, Director Bicycle Racing..., Bicycle Racing Team and..., Securities, 401k, Series 7, General Insurance, Investment Advisory
Education
Tulsa Memorial High School
High School Diploma
The University of Texas at Austin
None, Business Administration and Management, General
University of Oklahoma
None, Business/Engineering
Nick Frazier's Merrill Lynch Experience May 2003 - August 2003
Job Motion Picture Business Affairs at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency July 2011 - Present
Penn Schoen Berland September 2010 - June 2011
Fox Searchlight Pictures January 2010 - June 2010
Paramount Pictures June 2009 - December 2009
EZCorp January 2005 - July 2008
Merrill Lynch May 2003 - August 2003
Skills
Financial Analysis, Financial Modeling, Competitive Analysis, Change Management, Microsoft Word, Market Research, Analytics, Business Strategy, Digital Media, Entrepreneurship, Finance, Strategy, Start-ups, Process Improvement, Sales, Business Development, Mergers & Acquisitions, Strategic Planning, Marketing Strategy
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Entertainment, Strategy
The University of Texas at Austin 2000 — 2004
Business Administration, Finance, Plan II Honors
Creative Artists Agency July 2011 - Present
Penn Schoen Berland September 2010 - June 2011
Fox Searchlight Pictures January 2010 - June 2010
Paramount Pictures June 2009 - December 2009
EZCorp January 2005 - July 2008
Merrill Lynch May 2003 - August 2003
Skills
Financial Analysis, Financial Modeling, Competitive Analysis, Change Management, Microsoft Word, Market Research, Analytics, Business Strategy, Digital Media, Entrepreneurship, Finance, Strategy, Start-ups, Process Improvement, Sales, Business Development, Mergers & Acquisitions, Strategic Planning, Marketing Strategy
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Entertainment, Strategy
The University of Texas at Austin 2000 — 2004
Business Administration, Finance, Plan II Honors
Oscar Penn's Merrill Lynch Experience September 2006 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 2006 - February 2008
UBS Wealth Management September 2001 - September 2006
Morgan Stanley May 1996 - September 2001
Education
The University of Texas at Austin 1991 — 1996
BA, Government
Merrill Lynch September 2006 - February 2008
UBS Wealth Management September 2001 - September 2006
Morgan Stanley May 1996 - September 2001
Education
The University of Texas at Austin 1991 — 1996
BA, Government
Dennis Winsett's Merrill Lynch Experience 2007 - 2008
Job Manager at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch 2007 - 2008
Morgan Stanley 1997 - 2007
Port Authority of New York and New Jersey 1987 - 1997
Skills
Equities, IT Management, Fixed Income, Enterprise Architecture, Investment Banking
Education
The University of Texas at Austin 1970 — 1973
BSEE, Electrical Engineering
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch 2007 - 2008
Morgan Stanley 1997 - 2007
Port Authority of New York and New Jersey 1987 - 1997
Skills
Equities, IT Management, Fixed Income, Enterprise Architecture, Investment Banking
Education
The University of Texas at Austin 1970 — 1973
BSEE, Electrical Engineering
Craig Pierce's Merrill Lynch Experience March 1990 - November 2008
Job Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2008 - Present
Merrill Lynch March 1990 - November 2008
Education
The University of Texas at Austin 1980 — 1982
Bachelor of Arts, Economics
Morgan Stanley November 2008 - Present
Merrill Lynch March 1990 - November 2008
Education
The University of Texas at Austin 1980 — 1982
Bachelor of Arts, Economics
Devren Betts's Merrill Lynch Experience May 2000 - April 2001
Job DGE Marketing Manager VOC at 7Eleven
Industry Retail
Experience
7-Eleven January 2015 - Present
7-Eleven January 2014 - Present
7-Eleven January 2013 - December 2013
7-Eleven January 2011 - December 2012
7-Eleven May 2001 - January 2011
Merrill Lynch May 2000 - April 2001
Education
The University of Texas at Austin 1996 — 2001
B.A., Business Economics - Minor in MIS
7-Eleven January 2015 - Present
7-Eleven January 2014 - Present
7-Eleven January 2013 - December 2013
7-Eleven January 2011 - December 2012
7-Eleven May 2001 - January 2011
Merrill Lynch May 2000 - April 2001
Education
The University of Texas at Austin 1996 — 2001
B.A., Business Economics - Minor in MIS
Sheryl E Dial's Merrill Lynch Experience April 1994 - March 2000
Job Sales Assistant at KR Wealth Management, LLC
Industry Financial Services
Experience
First Southwest Company April 2011 - March 2015
DHKG, a 501(c)3 Craft Guild June 2009 - June 2011
1st Global March 2010 - February 2011
UBS Financial Services Inc May 2007 - March 2009
Smith Barney September 2002 - May 2007
Morgan Stanley March 2000 - September 2002
Merrill Lynch April 1994 - March 2000
Skills
Series 7, Asset Management, Budgets, CRM, Due Diligence, Equities, FINRA, Finance, Financial Modeling, Financial Services, Fixed Income, Investments, Marketing, Mergers, Microsoft Excel, Mutual Funds, Options, Program Management, Public Speaking, Retirement, Securities, Series 24, Series 63, Trading, Valuation, Wealth Management
Education
The University of Texas at Austin 1973 — 1977
Textiles
Skyline High School 1970 — 1973
General, General
First Southwest Company April 2011 - March 2015
DHKG, a 501(c)3 Craft Guild June 2009 - June 2011
1st Global March 2010 - February 2011
UBS Financial Services Inc May 2007 - March 2009
Smith Barney September 2002 - May 2007
Morgan Stanley March 2000 - September 2002
Merrill Lynch April 1994 - March 2000
Skills
Series 7, Asset Management, Budgets, CRM, Due Diligence, Equities, FINRA, Finance, Financial Modeling, Financial Services, Fixed Income, Investments, Marketing, Mergers, Microsoft Excel, Mutual Funds, Options, Program Management, Public Speaking, Retirement, Securities, Series 24, Series 63, Trading, Valuation, Wealth Management
Education
The University of Texas at Austin 1973 — 1977
Textiles
Skyline High School 1970 — 1973
General, General
Steve Pfeifer's Merrill Lynch Experience September 1999 - September 2004
Job Owner at P.O.&G. Resources, LP
Industry Oil & Energy
Experience
P.O.&G. Resources, LP June 1999 - Present
Merrill Lynch September 1999 - September 2004
Prudential Financial May 1997 - September 1999
Paine Webber September 1995 - May 1997
Deutsche Bank April 1993 - September 1995
Amoco Production Company August 1988 - April 1993
ARCO Oil and Gas Company January 1985 - June 1986
Skills
Small Business, Energy, Business Planning, Sales Management, Strategy, Project Planning, Engineering, Petroleum
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1981 — 1984
Bachelor of Science (BS), Petroleum Engineering
P.O.&G. Resources, LP June 1999 - Present
Merrill Lynch September 1999 - September 2004
Prudential Financial May 1997 - September 1999
Paine Webber September 1995 - May 1997
Deutsche Bank April 1993 - September 1995
Amoco Production Company August 1988 - April 1993
ARCO Oil and Gas Company January 1985 - June 1986
Skills
Small Business, Energy, Business Planning, Sales Management, Strategy, Project Planning, Engineering, Petroleum
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1981 — 1984
Bachelor of Science (BS), Petroleum Engineering
LYNETTE MUSGRAVE NOLL's Merrill Lynch Experience January 2000 - January 2004
Job Founder/President, Musgrave Noll
Industry Financial Services
Experience
Musgrave Noll May 2008 - Present
Lynette Musgrave Noll, CDFA July 2009 - Present
Second Saturday Pasadena August 2009 - January 2012
Charles Schwab September 2006 - April 2008
Merrill Lynch January 2000 - January 2004
Skills
Certified Divorce..., Alternative Dispute..., Family Law, Small Business, Marketing Strategy, Contract Negotiation, Family Therapy, Litigation, Estate Planning, Mergers & Acquisitions, Financial Analysis, Investments, Public Speaking
Education
The University of Texas at Austin 1978 — 1981
BA
Musgrave Noll May 2008 - Present
Lynette Musgrave Noll, CDFA July 2009 - Present
Second Saturday Pasadena August 2009 - January 2012
Charles Schwab September 2006 - April 2008
Merrill Lynch January 2000 - January 2004
Skills
Certified Divorce..., Alternative Dispute..., Family Law, Small Business, Marketing Strategy, Contract Negotiation, Family Therapy, Litigation, Estate Planning, Mergers & Acquisitions, Financial Analysis, Investments, Public Speaking
Education
The University of Texas at Austin 1978 — 1981
BA
mark reichek's Merrill Lynch Experience Senior Vice PresidentMerrill Lynch1988 - 2012
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Senior Vice PresidentMerrill Lynch1988 - 2012
Merrill Lynch 1988 - 2012
Education
The University of Texas at Austin
Merrill Lynch Senior Vice PresidentMerrill Lynch1988 - 2012
Merrill Lynch 1988 - 2012
Education
The University of Texas at Austin
Jamsheer Anklesaria's Merrill Lynch Experience June 2009 - August 2009
Job Senior Consultant at PacWest Consulting Partners
Industry Management Consulting
Experience
PacWest Consulting Partners January 2015 - Present
IBM May 2014 - December 2014
IBM October 2012 - April 2014
PacWest Consulting Partners July 2012 - October 2012
McIntire School of Commerce August 2011 - June 2012
The Grabato Group June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Capital IQ, Thompson One, Business Strategy, Economics, Process Modeling, Visual Basic, SQL, Microsoft Office, Research, Visio, Proposal Writing, Business Analysis, Project Planning, Data Analysis, Analysis, Management Consulting
Education
University of Virginia 2011 — 2012
Masters of Science, Commerce - Finance
The University of Texas at Austin 2007 — 2011
Bachelor of Arts, Economics
PacWest Consulting Partners January 2015 - Present
IBM May 2014 - December 2014
IBM October 2012 - April 2014
PacWest Consulting Partners July 2012 - October 2012
McIntire School of Commerce August 2011 - June 2012
The Grabato Group June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Capital IQ, Thompson One, Business Strategy, Economics, Process Modeling, Visual Basic, SQL, Microsoft Office, Research, Visio, Proposal Writing, Business Analysis, Project Planning, Data Analysis, Analysis, Management Consulting
Education
University of Virginia 2011 — 2012
Masters of Science, Commerce - Finance
The University of Texas at Austin 2007 — 2011
Bachelor of Arts, Economics
Rodney Rice's Merrill Lynch Experience June 1991 - June 1994
Job Founder / CEO Blue Yonder Labs
Industry Internet
Experience
Blue Yonder Labs September 2014 - Present
Healthcare Bluebook March 2014 - Present
OnceThere May 2015 - Present
Qualvu January 2009 - Present
Boerne Education Foundation September 2014 - Present
HomeAdvisor (formerly ServiceMagic) January 1999 - April 2012
Einstein Noah Restaurant Group, Inc. January 1995 - January 1998
Merrill Lynch June 1991 - June 1994
Skills
Strategic Partnerships, E-commerce, Online Advertising, SEM, Start-ups, Entrepreneurship, Fundraising, Corporate Finance, Mergers & Acquisitions, Business Strategy, Marketing, Sales
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance, International Business
Blue Yonder Labs September 2014 - Present
Healthcare Bluebook March 2014 - Present
OnceThere May 2015 - Present
Qualvu January 2009 - Present
Boerne Education Foundation September 2014 - Present
HomeAdvisor (formerly ServiceMagic) January 1999 - April 2012
Einstein Noah Restaurant Group, Inc. January 1995 - January 1998
Merrill Lynch June 1991 - June 1994
Skills
Strategic Partnerships, E-commerce, Online Advertising, SEM, Start-ups, Entrepreneurship, Fundraising, Corporate Finance, Mergers & Acquisitions, Business Strategy, Marketing, Sales
Education
The University of Texas at Austin 1987 — 1991
BBA, Finance, International Business
Margaret Monahan's Merrill Lynch Experience 1986 - 1999
Job
Industry
Experience
Merrill Lynch 1986 - 1999
Merrill Lynch 1986 - 1999
Robert Bosch Stiftung 1984 - 1985
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin
Bachelor of Arts (B.A.), German Studies
Merrill Lynch 1986 - 1999
Merrill Lynch 1986 - 1999
Robert Bosch Stiftung 1984 - 1985
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin
Bachelor of Arts (B.A.), German Studies
John Lacy's Merrill Lynch Experience April 1993 - Present
Job Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 1993 - Present
Education
The University of Texas at Austin
Liberal Arts, Economics
Merrill Lynch April 1993 - Present
Education
The University of Texas at Austin
Liberal Arts, Economics
Wande Zhang's Merrill Lynch Experience September 2013 - Present
Job Associate at BAML
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Education
The University of Chicago 2012 — 2013
Master's degree
University of California, San Diego 2010 — 2012
PhD
The University of Texas at Austin 2006 — 2010
Master
University of Science and Technology of China 2002 — 2006
Bachelor
Merrill Lynch September 2013 - Present
Education
The University of Chicago 2012 — 2013
Master's degree
University of California, San Diego 2010 — 2012
PhD
The University of Texas at Austin 2006 — 2010
Master
University of Science and Technology of China 2002 — 2006
Bachelor
Larry Bolden's Merrill Lynch Experience June 1990 - November 1997
Job Sr. Corporate Sales Rep
Industry Consumer Goods
Experience
Office Depot July 2013 - Present
VMware February 2010 - June 2013
Dell July 2003 - December 2008
Prospera Financial November 1997 - June 2001
Merrill Lynch June 1990 - November 1997
Skills
Sales Process, Solution Selling, Storage, Account Management, SaaS, Direct Sales, Business Development, Cloud Computing, Sales Presentations, Customer Retention, Management, Team Leadership, Software Industry, Demand Generation, Professional Services, Channel Partners, Enterprise Software, Lead Generation, Data Center, Sales, Leadership, Sales Management, Sales Operations, Strategic Partnerships, Business Alliances, Selling, Cold Calling, New Business Development, CRM, Managed Services, Go-to-market Strategy, VMware, Salesforce.com
Education
The University of Texas at Austin 1985 — 1990
Bachelor’s Degree, Economics & Finance
Office Depot July 2013 - Present
VMware February 2010 - June 2013
Dell July 2003 - December 2008
Prospera Financial November 1997 - June 2001
Merrill Lynch June 1990 - November 1997
Skills
Sales Process, Solution Selling, Storage, Account Management, SaaS, Direct Sales, Business Development, Cloud Computing, Sales Presentations, Customer Retention, Management, Team Leadership, Software Industry, Demand Generation, Professional Services, Channel Partners, Enterprise Software, Lead Generation, Data Center, Sales, Leadership, Sales Management, Sales Operations, Strategic Partnerships, Business Alliances, Selling, Cold Calling, New Business Development, CRM, Managed Services, Go-to-market Strategy, VMware, Salesforce.com
Education
The University of Texas at Austin 1985 — 1990
Bachelor’s Degree, Economics & Finance
Ira Green's Merrill Lynch Experience March 1993 - April 2000
Job Managing Director at Simmons & Company International
Industry Oil & Energy
Experience
Simmons & Company International November 2002 - Present
SalvageSale, Inc. April 2000 - November 2002
Merrill Lynch March 1993 - April 2000
The First Boston Corporation August 1990 - March 1993
Morgan Stanley July 1986 - July 1988
Education
Darden Graduate School of Business Administration 1988 — 1990
MBA
The University of Texas at Austin 1982 — 1986
BBA, Finance
Simmons & Company International November 2002 - Present
SalvageSale, Inc. April 2000 - November 2002
Merrill Lynch March 1993 - April 2000
The First Boston Corporation August 1990 - March 1993
Morgan Stanley July 1986 - July 1988
Education
Darden Graduate School of Business Administration 1988 — 1990
MBA
The University of Texas at Austin 1982 — 1986
BBA, Finance
Rob Gossett's Merrill Lynch Experience May 2009 - November 2010
Job Director, Professional Sales Development at Jackson National Life
Industry Financial Services
Experience
Jackson National Life November 2010 - Present
Merrill Lynch May 2009 - November 2010
Merrill Lynch November 2006 - May 2009
Janus Capital Group April 2005 - November 2006
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65
Education
The University of Texas at Austin 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Jackson National Life November 2010 - Present
Merrill Lynch May 2009 - November 2010
Merrill Lynch November 2006 - May 2009
Janus Capital Group April 2005 - November 2006
Skills
Series 7, Uniform Combined State..., Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Retirement, Saving for Education, Mutual Funds, Series 65
Education
The University of Texas at Austin 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Leslie Cammuso's Merrill Lynch Experience 2008 - 2009
Job Dual Card Strategy at GE Capital
Industry Financial Services
Experience
GE Capital June 2013 - November 2014
GE Capital 2011 - 2013
Barclays Wealth June 2010 - August 2010
Merrill Lynch 2008 - 2009
Ironwood Capital Management February 2006 - February 2008
Skills
Cross-functional Team..., Financial Modeling, Strategy, Product Management, Hedge Funds, Competitive Analysis, Venture Capital, Strategic Partnerships, Marketing, Management Consulting, Start-ups, Leadership, Investor Relations, Risk Management, Entrepreneurship, Integrated Marketing, Brand Management, Sales Management, Data Analysis, Financial Services, Business Analysis
Education
The University of Texas at Austin 2009 — 2011
Master of Business Administration (MBA), General Management and Marketing
Boston College 2001 — 2005
Bachelor of Arts (BA), History
GE Capital June 2013 - November 2014
GE Capital 2011 - 2013
Barclays Wealth June 2010 - August 2010
Merrill Lynch 2008 - 2009
Ironwood Capital Management February 2006 - February 2008
Skills
Cross-functional Team..., Financial Modeling, Strategy, Product Management, Hedge Funds, Competitive Analysis, Venture Capital, Strategic Partnerships, Marketing, Management Consulting, Start-ups, Leadership, Investor Relations, Risk Management, Entrepreneurship, Integrated Marketing, Brand Management, Sales Management, Data Analysis, Financial Services, Business Analysis
Education
The University of Texas at Austin 2009 — 2011
Master of Business Administration (MBA), General Management and Marketing
Boston College 2001 — 2005
Bachelor of Arts (BA), History
Blake Hanna's Merrill Lynch Experience June 2010 - Present
Job Senior Financial Advisor/VP, Merrill Lynch Global Wealth Mgmt
Industry Investment Management
Experience
Merrill Lynch June 2010 - Present
JPMorgan Chase August 2004 - June 2010
Skills
Wealth Management, Mutual Funds, Financial Analysis
Education
The University of Texas at Austin 1984 — 1989
Merrill Lynch June 2010 - Present
JPMorgan Chase August 2004 - June 2010
Skills
Wealth Management, Mutual Funds, Financial Analysis
Education
The University of Texas at Austin 1984 — 1989
Joshua Hamm's Merrill Lynch Experience May 2011 - February 2013
Job Student Judge Advocate at United States Marine Corps, The Basic School Delta Co, 415
Industry Financial Services
Experience
United States Marine Corps, The Basic School Delta Co, 4-15 October 2014 - Present
Epiq Legal May 2013 - Present
Epiq Legal 2014 - 2014
Salient Partners April 2013 - May 2013
Merrill Lynch May 2011 - February 2013
Beacon Hill Staffing Group 2013 - 2013
Hudson Legal 2013 - 2013
JPMorgan Chase February 2009 - July 2011
Merrill Lynch August 2007 - January 2009
Indiana University Bloomington 2002 - 2006
Skills
Estate Planning, Litigation, Microsoft Excel, Strategic Planning, Wealth Management, Sales Management, Compliance, Financial Planning, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Investments, Policy, Training, Portfolio Management, Small Business, Retirement, Management, Employee Benefits
Education
Indiana University 2002 — 2006
Juris Doctorate & Master's, Public Affairs
The University of Texas at Austin 2000 — 2002
Bachelor's of Art, Pre-Law
Law Enforcement/Criminal Justice 1994 — 1998
Advanced Diploma, Law Enforcement/Criminal Justice
United States Marine Corps, The Basic School Delta Co, 4-15 October 2014 - Present
Epiq Legal May 2013 - Present
Epiq Legal 2014 - 2014
Salient Partners April 2013 - May 2013
Merrill Lynch May 2011 - February 2013
Beacon Hill Staffing Group 2013 - 2013
Hudson Legal 2013 - 2013
JPMorgan Chase February 2009 - July 2011
Merrill Lynch August 2007 - January 2009
Indiana University Bloomington 2002 - 2006
Skills
Estate Planning, Litigation, Microsoft Excel, Strategic Planning, Wealth Management, Sales Management, Compliance, Financial Planning, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Investments, Policy, Training, Portfolio Management, Small Business, Retirement, Management, Employee Benefits
Education
Indiana University 2002 — 2006
Juris Doctorate & Master's, Public Affairs
The University of Texas at Austin 2000 — 2002
Bachelor's of Art, Pre-Law
Law Enforcement/Criminal Justice 1994 — 1998
Advanced Diploma, Law Enforcement/Criminal Justice
Daniel Meldrum's Merrill Lynch Experience April 2001 - April 2003
Job Market Manager Geophysical at SaintGobain Crystals
Industry Glass, Ceramics & Concrete
Experience
Saint-Gobain Crystals January 2008 - Present
Avery Dennison November 2004 - October 2007
ELECTRO ABRASIVES CORP May 2003 - May 2004
Merrill Lynch April 2001 - April 2003
Zirconias/Aluminas January 1996 - March 2001
SAINT-GOBAIN CORPORATION January 1992 - March 2001
NORTON Co February 1992 - December 1995
Education
The University of Texas at Austin 1997 — 1999
MBA, Marketing
Worcester Polytechnic Institute
BSME, Materials Engr
Saint-Gobain Crystals January 2008 - Present
Avery Dennison November 2004 - October 2007
ELECTRO ABRASIVES CORP May 2003 - May 2004
Merrill Lynch April 2001 - April 2003
Zirconias/Aluminas January 1996 - March 2001
SAINT-GOBAIN CORPORATION January 1992 - March 2001
NORTON Co February 1992 - December 1995
Education
The University of Texas at Austin 1997 — 1999
MBA, Marketing
Worcester Polytechnic Institute
BSME, Materials Engr
Loretta Knepp's Merrill Lynch Experience May 1983 - June 1993
Job SW Area Manager of Workforce Solutions
Industry Government Administration
Experience
ResCare Workforce Services June 2009 - Present
Edward Jones November 2005 - September 2008
City of Bastrop Tx February 2002 - October 2005
Bastrop Chamber of Commerce May 1998 - January 2002
Home Schooled two children June 1993 - January 1998
Merrill Lynch May 1983 - June 1993
Education
The University of Texas at Austin
Industrial and Organizational Psychology
ResCare Workforce Services June 2009 - Present
Edward Jones November 2005 - September 2008
City of Bastrop Tx February 2002 - October 2005
Bastrop Chamber of Commerce May 1998 - January 2002
Home Schooled two children June 1993 - January 1998
Merrill Lynch May 1983 - June 1993
Education
The University of Texas at Austin
Industrial and Organizational Psychology
Vikki Karel's Merrill Lynch Experience November 2004 - December 2008
Job Senior Manager at Martin Energy Trading
Industry Oil & Energy
Experience
Martin Energy Trading November 2012 - Present
Bank of America Merrill Lynch January 2009 - September 2011
Merrill Lynch November 2004 - December 2008
Koch Energy Trading / EntergyKoch Trading July 1995 - October 2004
Skills
Product Control, Risk Control, Commodity Markets, Market Data
Education
The University of Texas at Austin
BBA, Petroleum Land Mgmt/Acctg
Martin Energy Trading November 2012 - Present
Bank of America Merrill Lynch January 2009 - September 2011
Merrill Lynch November 2004 - December 2008
Koch Energy Trading / EntergyKoch Trading July 1995 - October 2004
Skills
Product Control, Risk Control, Commodity Markets, Market Data
Education
The University of Texas at Austin
BBA, Petroleum Land Mgmt/Acctg
Cindy Hasenfang's Merrill Lynch Experience
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Series 66, Series 63, Client Service, Customer Relations
Education
The University of Texas at Austin
BA Business, BS Medical Technology
Merrill Lynch
Skills
Series 7, Series 66, Series 63, Client Service, Customer Relations
Education
The University of Texas at Austin
BA Business, BS Medical Technology
Jim Suttle's Merrill Lynch Experience June 1989 - January 2009
Job Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS January 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch June 1989 - January 2009
Skills
Portfolio Management, Risk Management, Financial Analysis, Equities, Asset Management, Finance, Wealth Management, Financial Modeling, Fixed Income, Banking
Education
The University of Texas at Austin 1955 — 1961
BS and MS, Petroleum Engineering
The University of Texas at Austin 1955 — 1959
BS and MS, Petroleum Engineering
UBS January 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch June 1989 - January 2009
Skills
Portfolio Management, Risk Management, Financial Analysis, Equities, Asset Management, Finance, Wealth Management, Financial Modeling, Fixed Income, Banking
Education
The University of Texas at Austin 1955 — 1961
BS and MS, Petroleum Engineering
The University of Texas at Austin 1955 — 1959
BS and MS, Petroleum Engineering
Mehmet Yatan's Merrill Lynch Experience July 2007 - September 2009
Job Vice President at Citi
Industry Financial Services
Experience
Citi May 2011 - Present
Open Systems September 2009 - May 2011
Merrill Lynch July 2007 - September 2009
Skills
C#, Java, KDB, KDB+, Equity Derivatives, Rates, Fixed Income, Swaps, Risk Management, C++, WPF, WCF, OTC, Market Data, High Performance..., Data Modeling, User Interface Design, Sybase, Microsoft SQL Server, Oracle SQL, Trading Systems, Index Options
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Computer Science
Citi May 2011 - Present
Open Systems September 2009 - May 2011
Merrill Lynch July 2007 - September 2009
Skills
C#, Java, KDB, KDB+, Equity Derivatives, Rates, Fixed Income, Swaps, Risk Management, C++, WPF, WCF, OTC, Market Data, High Performance..., Data Modeling, User Interface Design, Sybase, Microsoft SQL Server, Oracle SQL, Trading Systems, Index Options
Education
The University of Texas at Austin
Bachelor of Science (B.S.), Computer Science
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank