Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
TCG Group Holdings LLP May 2014 - Present
Merrill Lynch January 2012 - August 2012
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance (Investment Management)
Lonestar Syndicate LLC 2012 - Present
SpareFoot 2013 - 2014
BancVue 2011 - 2012
GE Capital 2008 - 2011
GE Capital 2006 - 2008
Merrill Lynch 2000 - 2004
Skills
Leadership, Business Development, Account Management, SaaS, Strategic Planning, Project Management, Competitive Analysis, Written Communication, Public Speaking, Training, Cross-functional Team..., Financial Modeling, Analytics, Portfolio Management, Financial Analysis, Business Strategy, Alternative Investments, Segmentation, Due Diligence, Valuation, Business Planning, Analysis, Risk Management, Mergers & Acquisitions, Finance, Sales, Marketing, New Business Development, Start-ups, Strategic Partnerships, Marketing Strategy, Banking, Financial Services, Data Analysis
Education
University of Pennsylvania - The Wharton School
BS, Economics
Thunderbird School of Global Management
MBA, International Management & Marketing, Graduated With Distinction (Top Honors)
Merrill Lynch April 2015 - Present
Merrill Lynch December 2014 - April 2015
Willie's Icehouse January 2014 - January 2015
Bright Horizons November 2012 - May 2013
Ruby Tuesday January 2011 - July 2011
Skills
Budgets, PowerPoint, Microsoft Word, Tutoring, Critical Thinking, Data Analysis, Statistics, Communication, Teaching, Mathematics Education, Social Networking, Curriculum Design, Event Planning, Educational Leadership, Curriculum Development, Microsoft Excel, Social Media, Customer Service, Time Management, Facebook, Teamwork, Microsoft Office, Leadership
Education
The University of Texas at San Antonio 2011 — 2015
Bachelor's Degree, Actuarial Science, & Minor in International Management, Senior
Tom C. Clark High School 2008 — 2011
High School
Investment Professionals, Inc. January 2015 - Present
Investment Professionals, Inc. August 2013 - January 2015
VALIC August 2012 - August 2013
USAA February 2008 - August 2012
Wells Fargo Advisors April 2006 - September 2007
Merrill Lynch April 2004 - April 2006
Edward Jones May 2001 - April 2004
Skills
Strategic Planning, Project Management, Process Improvement, Microsoft Office, Customer Service, Analysis, Budget, Event Management, Client Relations Skills, Presentations, Retirement Planning, Public Speaking, 403b, 401k, Mutual Funds, Bonds, Annuity Sales, Teachers Retirement..., Human Resources, Defined Benefit, Retirement Benefits, Employee Benefits, Military Retirement..., Organizational..., Written & Oral..., Business Development, Product Marketing, Finance, Wealth Management, Budgets, Investments, Financial Services
Education
The University of Texas at El Paso 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
RE/MAX Elite June 2015 - Present
Self-employed November 2006 - Present
Davis Real Estate RGV, LLC March 2008 - May 2015
Merrill Lynch January 2006 - May 2006
Skills
Sellers, Residential Homes, Real Estate, Investments, Commercial Real Estate, First Time Home Buyers, Investment Properties
Education
The University of Texas-Pan American 2001 — 2006
Finance, Finance, General
Genesys July 2013 - Present
Monitronics International May 2013 - July 2013
Monitronics International May 2009 - May 2013
Merrill Lynch July 2007 - February 2009
Square D / Schneider Electric December 2006 - June 2007
General Motors May 2006 - August 2006
General Motors May 2005 - July 2005
Skills
Avaya, IVR, Eclipse, Avaya Communication..., ASA, Vector Programming, Integration, Visio, Troubleshooting, Disaster Recovery, SQL, Vendor Management, VoIP, Call Centers, Networking, Telecommunications, Servers, Security, Management, Leadership, IP, Training, Project Planning, Technical Support, IT Management
Education
The University of Texas at Dallas - School of Management 2010 — 2013
MS IT & Management, IT Risk and Assurance, Information Technology and Management
The University of Texas at El Paso 2002 — 2007
B.S, Electrical Engineering, Systems and Communications
Vysk Communications August 2015 - Present
SABEResPODER April 2014 - Present
GlobalSCAPE, Inc. March 2011 - April 2014
International Affairs Department, City of San Antonio March 2009 - March 2011
Merrill Lynch March 2008 - March 2009
Citibank 2001 - March 2007
West Corporation February 1995 - February 2000
Skills
Business Strategy, Strategic Planning, Banking, Public Speaking, Financial Analysis, Business Development, International Relations, International Sales, Sales Management, Budgets, Program Management, Business Planning, Nonprofits, International Business, Marketing, Strategy, Customer Service, Marketing Strategy, Management Consulting, Leadership, Economic Development, Fundraising, Management, Sales, Start-ups, Leadership Development, CRM, Small Business, Training, Executive Management, Spanish, Project Planning, Entrepreneurship, Analysis, Coaching, Organizational..., Community Development, Market Research, Finance, Public Relations, International Trade, Mergers & Acquisitions, Investments, Contract Negotiation, New Business Development, Team Building, Strategic Partnerships, Portfolio Management, Negotiation, Economics
Education
The University of Texas at San Antonio 1995 — 2005
Bachelor of Business Administration (BBA), International Business
Colegio Americano de Torreon 1991 — 1993
High School-American Program
Edward Jones March 2014 - Present
Merrill Lynch October 2011 - December 2013
Unified Trust Company March 2006 - September 2011
Fidelity Investments August 1992 - April 2006
Education
Thomas More College 1989 — 1992
Bachelor, Business Administration and Management, General
Thomas More College 1989 — 1992
Bachelor of Arts, Economics
Merrill Lynch October 2014 - Present
South Texas College September 2010 - June 2011
Skills
Marketing Communications, Community Outreach, Event Planning, Leadership, Public Relations, Healthcare, Sales
Education
The University of Texas-Pan American 2012 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies
The University of Texas-Pan American 2011 — 2014
Bachelor of Communication Studies, Communications, Marketing, and Public Relations
JPMorgan Chase & Co. June 2013 - Present
Morgan Stanley December 2012 - June 2013
Merrill Lynch June 2011 - December 2012
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Economics
Google January 2014 - Present
Google June 2011 - December 2013
Bank of America Merrill Lynch June 2009 - May 2011
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Data Analysis, Microsoft Excel, Business Analysis, Financial Reporting, Competitive Analysis, Analysis, Finance, Business Intelligence, Forecasting, Meticulous
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
UBS Wealth Management January 2009 - Present
Merrill Lynch December 1994 - January 2009
Skills
Series 7, Series 63, Series 65, Private Pilot, Microsoft Office
Education
University of North Texas 2003 — 2007
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of Texas at Dallas 1993 — 1996
Bachelor of Science (B.S.), Economics and Finance
Currey Adkins September 2008 - Present
Merrill Lynch 2007 - 2008
Skills
Financial Analysis, Process Improvement, Project Management, Marketing, Accounting, Strategic Planning, Portfolio Management, Vendor Management, Financial Modeling, Team Leadership, Risk Management, Management Consulting, Forecasting, Business Planning, Leadership, Management
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Wipfli Corporate Finance Advisors, LLC 2010 - Present
Challenger Capital Group 2005 - 2010
Citigroup Global Markets April 2004 - August 2005
Merrill Lynch 2002 - 2004
PricewaterhouseCoopers 1998 - 2000
Skills
Valuation, Capital Markets, Mergers, Financial Transactions, Strategic Planning, Business Development, Business Analysis, Negotiation, CRM, Documentations, Finance, Mergers & Acquisitions, Investments, Investment Banking, Business Planning, Management, Strategy, Corporate Finance, Financial Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2003
MBA, Finance
University of Wisconsin-Eau Claire 1994 — 1998
BBA, Accounting
Rosewood Investment Corporation June 2015 - Present
Merrill Lynch April 2014 - May 2015
Denham Capital Management August 2012 - April 2014
Merrill Lynch July 2009 - August 2012
Merrill Lynch June 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, Valuation, Investments, Corporate Finance, Financial Analysis, Due Diligence, VBA, SAS, R, Data Analysis, Mandarin, Series 7, Data Mining, Equities, Fixed Income, Visio, Access, Equity Research, Investment Banking, Analysis, LBO, Capital Markets, Equity Valuation, Finance, Investment Management, Mergers
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2009
BA, Finance
Plano 2004 — 2005
Merrill Lynch May 2015 - Present
Bank of America January 2011 - December 2014
T-Mobile August 2008 - February 2010
Best Buy August 2007 - August 2008
Skills
Credit, Loans, Loan Origination, Portfolio Management, Risk Management, Financial Analysis, Finance, Cash Management, Relationship Management, PowerPoint, Customer Satisfaction, Customer Service, Sales, Time Management, Public Speaking, Microsoft Office, Microsoft Word, Teamwork, Social Media
Education
The University of Texas at Dallas 2013 — 2015
Bachelor's Degree, Accounting and Finance
Riveron Consulting May 2014 - Present
Independent Financial Consultant August 2011 - May 2014
Tatum June 2012 - August 2013
Merrill Lynch January 2010 - August 2011
NexGen Strategic Advisors, LLC January 2008 - June 2009
Huron Consulting Group July 2003 - December 2007
Banc of America Securities 1997 - 2002
Price Waterhouse 1992 - 1995
Skills
Audit, Due Diligence, Financial Planning, Financial Accounting, Corporate Lending, Commercial Banking, Commercial Lending, Investment Banking, Investment Advisory, Investment Strategies, Alternative Investments, Management Consulting, New Business Development, Credit Analysis, Risk Management, Restructuring, Debt Structuring, Capital Markets, Capital Structure, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Investments, Credit, Mergers, Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Equities, Cash Management, Corporate Finance, Cash Flow, Debt, Series 7, Financial Management, Structuring, Financial Markets, Wealth Management, Risk, Financial Reporting, Fixed Income, Auditing, Mergers & Acquisitions, Investment Management, Financial Advisory, Strategic Financial..., Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
MBA, Finance
University of Virginia - McIntire School of Commerce 1988 — 1992
BS, Accounting
Consortium for Graduate Studies in Management
Consortium for Graduate Studies in Management
Jr. High
Phoebus High School
Merrill Lynch July 2015 - Present
Whitebox Advisors LLC September 2014 - January 2015
Morgan Stanley Private Wealth Management June 2013 - August 2013
Madison Street Partners LLC June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Investment Banking, Valuation, Bloomberg, Capital IQ, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance; Minor Accounting
Cherry Creek High School 2007 — 2011
Tommy Tipton's Lauderdale & Anchor Yacht Sales West & Yacht Captain September 2010 - Present
Merrill Lynch February 1993 - February 2002
Skills
Auditing, High Yield Debt Analysis, Yacht Captain, Boat, Budgets, Business Strategy, Coaching, Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Insurance, Management, Management Consulting, Mergers, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, Negotiation, Operations Management, Project Management, Project Planning, Sailing, Strategic Planning, Team Building, Team Leadership, Yachting
Education
The University of Texas at San Antonio 1978 — 1980
BBA, Accounting
UPS December 2013 - Present
Two Men and A Truck May 2012 - August 2013
PFS Investments December 2011 - May 2012
Merrill Lynch January 2008 - January 2009
Wells Fargo Bank August 2005 - December 2007
Skills
Management, Sales, Wealth Management, Banking, Finance, Insurance, Customer Service, Entrepreneurship, Marketing, Coaching, Credit, Team Building, CRM, Marketing Strategy, Strategic Planning
Education
The University of Texas at San Antonio 2002 — 2009
B.B.A., Finance
PNC February 2013 - Present
BB&T December 2005 - February 2013
PNC April 2004 - November 2005
ADP 1997 - 2005
Legg Mason 1994 - 1996
Merrill Lynch 1989 - 1993
Skills
Investments, Financial Services, Banking, Portfolio Management, Investment Management, Investment Strategies, Wealth Management, Financial Advisory, Defined Benefit, Trust Services, 401k, Retirement Plan..., Employee Benefits, Asset Allocation, FINRA, Pensions, Defined Contribution, Finance, Relationship Management, Securities, Retirement, High Net Worth..., Series 63, Flexible Spending..., New Business Development, Alternative Investments, Strategic Financial..., Small Business, Investment Advisory, Series 7, Mutual Funds
Education
Thomas Edison State College 1980 — 1985
BSBA, Business
Visionary Financial Group July 2012 - Present
NEXT Financial Group May 2005 - Present
Southwest Bank July 2001 - July 2012
Southwest Securities July 2001 - May 2005
Merrill Lynch June 1995 - July 2001
Bank of America April 1990 - June 1995
Chase/Bank One May 1988 - April 1990
Piper Jaffray June 1987 - May 1988
Southwest Securities June 1986 - June 1987
Skills
Investments, Securities, Wealth Management, Estate Planning, Series 7, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Finance, Investment Strategies, Portfolio Management, Investment Advisory, Financial Advisory, Financial Services, Asset Management, Financial Planning
Education
The University of Texas at Dallas 1991 — 1997
Bachelor, Economics & Finance
Cannon Financial Institute
Certified Wealth Strategist®
Goldman Sachs August 2014 - Present
Goldman Sachs June 2013 - August 2013
University of Texas at Austin January 2012 - January 2013
Merrill Lynch June 2012 - August 2012
Sethi Financial Group May 2011 - August 2011
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
George R. Pierce & Associates, LLC September 2013 - Present
McGee Wealth Management December 2011 - September 2013
Merrill Lynch September 2010 - December 2011
State Street May 2009 - September 2009
Aberdeen Asset Management September 2007 - June 2008
Goldman Sachs Asset Management September 2005 - July 2006
Brandywine Global 2004 - 2005
Merrill Lynch Investment Managers January 2001 - November 2004
Skills
Fixed Income, Portfolio Management, Asset Management, Securities, Equities, Series 7, Asset Managment, Alternative Investments, Morningstar, Microsoft Excel, Trading, Account Reconciliation, Mutual Funds, Asset Allocation, Morningstar Direct, Sales, Process Improvement, Bloomberg, Fixed Income Portfolio..., Equity Research, Equity Valuation, Series 24, Macroeconomic Strategy, Fixed Annuities, Variable Annuities, Investments, Financial Services, Investment Management, Finance, Wealth Management, Series 63, Retirement Planning, Investment Strategies, Investment Advisory, Financial Advisory, Financial Analysis
Education
Villanova University 2004 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Thomas Edison State College 1996 — 1999
BA, History
Texas Instruments January 2014 - Present
Ericcson Inc June 2013 - August 2013
Southwest Airlines January 2012 - April 2012
Merrill Lynch October 2011 - December 2011
C.H. Robinson Worldwide, Inc. August 2011 - September 2011
FXCM June 2011 - August 2011
America First Insurance June 2010 - August 2010
Dollar Surplus December 2008 - August 2009
Chen's Garden August 2007 - May 2008
Skills
SAP, Mandarin, Customer Service, Microsoft Excel, Analysis, Microsoft Word, Teamwork, Access, PowerPoint, Outlook, Public Speaking, English, Financial Modeling, Chinese, Business Objects, Project Management, Lean Six Sigma, Microsoft Project, SQL, Team Leadership, Pivot Tables, Accounting, Budgets, Forecasting, Logistics, MS Project, Microsoft Office, Procurement, Supply Chain Management, Time Management, Financial Analysis, Data Analysis
Education
The University of Texas at Dallas 2012 — 2013
Master of Business Administration (MBA), Operations and Finance
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2012
Bachelor of Science, Operation Management/Finance
CIT 2005 - Present
CIT 2003 - 2005
CIT 2001 - 2003
Merrill Lynch 1999 - 2001
AT&T Capital 1997 - 1999
AT&T Capital 1994 - 1997
Textron Financial Corporation 1992 - 1994
Skills
Middle Market, Commercial Lending, Debt, Credit Analysis, Financial Structuring, Cash Flow Lending, Asset Based Lending, Capital Markets, Credit Risk, Credit, Loans, Underwriting, Portfolio Management, Leveraged Finance, Mezzanine, Corporate Finance, Debt Restructuring, Restructuring, Commercial Finance, Mergers & Acquisitions, Loan Origination, Finance, Mortgage Lending
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1994 — 1996
MBA, Finance
Thiel College 1985 — 1989
BA, Business Administration & Accounting
The University of Texas - Pan American - Veterans Services Center July 2013 - May 2015
The University of Texas - Pan American Office of Chief Information Security Officer January 2014 - May 2014
Kraft Foods Group June 2012 - June 2013
US Navy September 2006 - May 2012
Merrill Lynch September 2011 - December 2011
Skills
Leadership, Social Media, Public Speaking, Public Relations, Press Releases, Marketing, Training, Security Clearance, Spanish, Microsoft Office, Customer Service, Team Leadership, Microsoft Word, Facebook, Event Planning, Strategic Communications, Social Networking, Military, Team Building, Analysis, Spanish Translation
Education
The University of Texas-Pan American 2013 — 2014
Master of Arts in Interdisciplinary Studies, Global Security Studies and Leadership (IC-CAE), 4.0
The University of Texas-Pan American 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management. Minor: Criminal Jusitce
Mulvihill Asset Management®, LLC 1995 - Present
Prudential Securities December 1994 - December 1995
Alex. Brown and Sons December 1992 - December 1994
Merrill Lynch May 1987 - November 1992
Skills
Registered Investment..., Life Insurance, Certified Financial..., Wealth Management, Executive Compensation..., Key Person Insurance, Buy-sell Agreements, Retirement, Investments, Multi-generational..., Portfolio Management, Retirement Plan..., Retirement Planning, Securities, Estate Planning, Multi-generational..., Term Life Insurance, Investment Management, College Funding..., Independent Financial..., Asset Management, Strategic Financial..., Risk Management, Financial Services, Financial Advisory, Entrepreneurship, Bonds, Program Management, Engaging Public Speaker, Economic Data Analysis, Family Office, Federal Reserve, Monetary Economics, Economic Growth, Tax Increment Financing, Regional Development, Local Government, Richardson, Texas, Texas Growth
Education
University of Texas at Dallas
BA, Business and Computer Science
PSAV August 2008 - Present
Merrill Lynch May 2010 - August 2010
Marriott Hotel May 2008 - August 2008
Skills
Outlook, Excel, PowerPoint, Customer Service, Word, Financial Analysis, Microsoft Office, Investments, Sales, Valuation, Event Management, QuickBooks, Financial Reporting, Microsoft Excel, Strategy, Leadership, Microsoft Word
Education
Thomas Nelson Community College 2012 — 2014
Associates of Engineering, Mechanical Engineering, 3.0
Virginia Commonwealth University - School of Business 2007 — 2011
Bachelors, Business Finance, 3.2
Capgemini March 2014 - Present
Capgemini January 2013 - March 2014
Capgemini April 2012 - January 2013
The University of Texas at Austin June 2011 - August 2011
360Training May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Apple November 2008 - May 2009
Bank of America June 2007 - August 2007
The University of Texas at Austin June 2005 - July 2005
Skills
Leadership, CRM, Team Building, Management, Project Management, Marketing, Strategic Leadership, Competitive Analysis, Business Ethics, Communication, Training, Customer Service, Problem Solving, Salesforce.com, Sales, Teamwork, Selling, SEO, Social Media, Human Resources, Visio, Analysis, Program Management, Project Planning, Effective Communication, Attention To Detail, Team Motivator, Business Development, Team Management, Market Research, Software Documentation, SharePoint, Relationship Management, Negotiation, Account Management, Microsoft Excel
Education
The University of Texas at San Antonio 2007 — 2011
Bachelors, Management/International Business
Westwood High School 2003 — 2007
Merrill Lynch June 2011 - Present
Nationwide Insurance/Frisco Insurance Agency 2001 - 2011
Skills
Insurance, Series 7, Management, Marketing, Strategic Financial..., CRM, Investments, Wealth Management, Retirement Planning, Networking, Female Advisor, Fee Based, Affluent Women, Family Oriented, Wholistic, Alternative Investments, Customer Service, Entrepreneurship, Estate Planning, Finance, Financial Advisory, Fixed Annuities, Investment Advisory, Mutual Funds, Portfolio Management, Retirement, Securities, Small Business, Wealth, Strategic Planning, Leadership, Life Insurance, Social Media Marketing, Business Development, Financial Services, Account Management, Team Leadership
Education
The University of Texas at Dallas 2001 — 2003
Frisco High School
High School Diploma
The University of Texas at Dallas
Business Administration Bachelors, Business Law
Merrill Lynch July 2014 - Present
Sweet Relief Catering August 2013 - January 2015
PSAV July 2013 - June 2014
Preston Marketing January 2012 - January 2013
California Pizza Kitchen July 2009 - August 2012
Grossmans Seafood January 2007 - March 2011
Alta Strada November 2008 - July 2009
Dodd Stadium April 2007 - August 2007
Skills
Microsoft Word, Microsoft Excel, Product Marketing, Customer Service, PowerPoint, Research, Public Speaking, Strategic Planning, Management, Cash-handling, Catering, Organization
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Science, Business Administration and Management, General
Three Rivers Community College 2012 — 2012
Facebook May 2014 - Present
CITGO Petroleum October 2011 - May 2014
Hewlett-Packard February 2006 - September 2011
Briar Capital, LP January 2003 - February 2006
Merrill Lynch March 1999 - January 2003
First Capital Corporation May 1997 - March 1999
Skills
Asset Based Lending, Factoring, Credit, Credit Risk, Accounts Receivable, Financial Analysis, Working Capital..., Risk, Bankruptcy, Credit Analysis, Cash Flow, Portfolio Management, Loans, Risk Management, Debt, Financial Risk
Education
University of Houston, C.T. Bauer College of Business 2003 — 2006
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1997
BBA
Metlife Resources July 2013 - Present
Allstate Financial Services, LLC December 2011 - July 2013
Merrill Lynch November 2010 - January 2012
Homecomings Financial September 2004 - September 2008
Hilti 1994 - 2003
Skills
Strategy, Leadership, Customer Service, Management, Sales, Team Building, Strategic Planning, Investments, Financial Services, Marketing, Finance
Education
The University of Texas at El Paso 1979 — 1982
Business, Business
El Paso High School 1974 — 1978
Gen, Math
Alvarez & Marsal August 2012 - Present
Personnel Recovery Operations & Training Team September 2008 - September 2012
5/19 SFG (A) January 2006 - September 2008
Alpha Capital Management April 2004 - September 2008
5th Special Forces Group (SFG) October 2007 - May 2008
B-5/19 SFG (A) January 1999 - January 2006
Merrill Lynch September 1998 - April 2004
Skills
Afghanistan, Analysis, Analytical Skills, Budgets, Command, Financial Analysis, Financial Modeling, Investments, Leadership, Logistics, Mentoring, Portfolio Management, Risk Management, Strategic Communications, Strategic Financial..., Team Building, Team Leadership, Time Management, Business Process..., Program Management, Management, Process Improvement, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2012
Master of Business Administration (M.B.A.)
US Army ILE
Wells Fargo May 2014 - Present
Northern Trust June 2011 - May 2014
Northern Trust August 2010 - June 2011
Acton School of Business April 2007 - June 2010
Strategic Oxygen May 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Sandefer Capital Partners April 2007 - May 2009
Skills
CRM, Portfolio Management, Event Planning, Business Analysis, Strategy, Recruiting, Marketing Research, Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BA, Finance and Marketing
Merrill Lynch October 2013 - Present
Merrill Lynch April 2012 - January 2013
Merrill Lynch May 2008 - April 2012
Invesco Ltd (Ireland) August 2007 - April 2008
Skills
Equities, Wealth Management, Financial Services, Investments, Retirement Planning, Mutual Funds, Securities, Series 63, Series 7, Relationship Management
Education
Thomas Edison State College 2010 — 2012
Bachelor of Arts (B.A.), Communication, 3.9
Series 7
PNC September 2014 - Present
Xavier University February 2014 - Present
Xavier University January 2013 - Present
Interbrand July 2011 - September 2014
Anthem Blue Cross & Blue Shield / WellPoint, Inc March 2009 - July 2011
U.S. Army January 2002 - January 2010
Lifetime Financial Growth June 2008 - March 2009
Merrill Lynch January 2007 - June 2008
New York Life Insurance Company March 2005 - January 2007
Skills
Retirement Plan..., Qualified Retirement..., Business Development, Series 7, Series 66, Management, Relationship Management, Strategic Financial..., Leadership, Strategy, New Business Development, Finance, Team Leadership, Marketing, Insurance, CRM, Sales, Change Management, Direct Sales, Budgets, Financial Analysis, Training, Project Management, Business, Consulting, Financial Planning, Consultative Selling, Client Prospecting, Closing Business, Selling, Salesforce.com, Account Management, Analysis, Competitive Analysis, Financial Services, Social Networking, Persuasive Communication, Training Leadership, Client-centric, Social Media
Education
Xavier University
MBA, Finance & Marketing
Thomas More College
B.A., Psychology
Morgan Stanley Smith Barney March 2006 - July 2011
CPA Data Exchange, LLC May 2002 - February 2006
Legg Mason June 1999 - May 2002
Legg Mason October 1996 - June 1999
Charles Schwab July 1993 - October 1996
Charles Schwab July 1991 - January 1993
Merrill Lynch December 1989 - April 1991
Merrill Lynch June 1987 - November 1989
Skills
Asset Allocation, Mutual Funds, Training, Wealth Management, Finance, Series 63, Securities, Series 7, Sales Management, Investment Advisory, Investments, Portfolio Management, Asset Management, Series 65, Equities, Sales, Alternative Investments
Education
Thomas Edison State College
BSBA, Finance & Marketing
TEKsystems July 2015 - Present
NCS Technologies August 2012 - July 2015
Harte-Hanks, Inc. March 2012 - August 2012
NCS Technologies December 2007 - March 2012
PharmaNet/i3 August 2006 - December 2007
Almac Group December 2000 - August 2005
Merrill Lynch March 2000 - December 2000
Skills
Microsoft SQL Server, SDLC, Oracle, SQL, Integration, .NET, XML, Visual Basic, Microsoft Office, JSP, SOA, Crystal Reports, VB.NET, Hibernate, Struts, Visio, Unix, ETL, Clinical Trials, Business Intelligence, Java, C# 4.0, WinForms, Entity Framework, Microsoft BI SSIS, Netezza, SQL Server, Java 6, PostgreSQL, MVC, 21 CFR Part 11, HIPAA, MOCVD, IntelliJ IDEA, Eclipse, MyEclipse, XSD, WSDL, SOAP, XHTML, SmartDraw, Windows 7, CoffeeCup, IVR, Full SDLC, Supply Chain Management, B2B, xPression, Pharmacy, C#
Education
Thomas Edison State College 2007 — 2013
Bachelor of Science in Applied Science and Technology, Technical Studies
Thomas Edison State College 2002 — 2006
Associate in Applied Science, Computer Studies
Merrill Lynch March 2014 - Present
Credit Suisse March 2012 - March 2014
Goldman Sachs February 2007 - March 2012
Skills
Series 7, Series 63, Series 65
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
BBA, Finance & Marketing
State Farm Insurance January 2008 - Present
Northwestern Mutual Financial Network 2006 - 2008
Merrill Lynch 2005 - 2006
Education
The University of Texas at Dallas 2000 — 2005
Bachelor’s Degree, Finance, General, 3.75
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
Westlake Securities January 2012 - May 2012
Merrill Lynch August 2011 - January 2012
Mesirow Financial May 2011 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Finance
Cosner Financial Group September 2015 - Present
Cosner Financial Group August 2004 - Present
Merrill Lynch January 2004 - July 2004
Skills
Retirement Planning, Series 6, Saving for Education, Strategic Financial..., Life Insurance, Investments, Wealth Management, Insurance, 401k Rollovers, Wealth Accumulation, Small Business, Uniform Combined State..., Roth IRA, IRAs, Series 65, Retirement Savings, Investment Advisory, Income Protection, Retirement Income...
Education
The University of Texas at San Antonio 2001 — 2004
Bachelor, Business Administration - Accounting & Finance
Sumitomo Corporation of America December 2013 - Present
Mizuho Corporate Bank October 2010 - November 2013
Bank of Tokyo-Mitsubishi UFJ July 2003 - October 2010
Merrill Lynch 2002 - 2002
Merrill Lynch 2002 - 2002
Merrill Lynch 2002 - 2002
DLJ direct SFG Securities October 1999 - May 2001
Goldman Sachs March 1997 - February 1999
Bank of Tokyo-Mitsubishi April 1994 - March 1997
Skills
Equities, Equity Research, Financial Analysis, Options, Risk Management, Credit, Capital Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Business
University of Tokyo 1989 — 1994
Bachelor, Chemical Engineering
Tug Hill, Inc. March 2011 - Present
Bank of America Merrill Lynch June 2009 - April 2011
Perella Weinberg Partners June 2008 - April 2009
Crow Holdings Capital Partners, L.L.C. January 2006 - July 2007
Crow Holdings Capital Partners, L.L.C. July 2004 - December 2005
Merrill Lynch June 2003 - August 2003
Skills
Private Equity, Equities, Investments, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Hedge Funds, Finance, Investment Banking, Fixed Income, Mutual Funds, Banking, Valuation, Financial Analysis, Due Diligence, Analysis, Management, Corporate Finance, Commodity
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Full-Time Program, Concentration in Finance
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2004
BBA, Business Honors Program and Finance
Vanguard July 2013 - Present
Merrill Lynch July 2012 - June 2013
The University of Texas at El Paso November 2009 - January 2012
Skills
Econometric Modeling, Economic Development, International Economics, Financial Analysis, Financial Planning, Financial Modeling, Market Research, Economics, Finance, Entrepreneurship, Research, Team Building, Leadership, Stata, Data Analysis, SPSS, Spanish, Risk Management, Management Consulting, Investments, Negotiation, Business Strategy, Public Speaking, Statistics, Quantitative Analytics, Fixed Income
Education
The University of Texas at El Paso 2009 — 2013
(MS), Economics-Finance, 3.44
The University of Texas at El Paso 2005 — 2009
(BBA), Economics
BNP Paribas May 2014 - Present
Scottrade March 2014 - May 2014
Merrill Lynch November 2012 - October 2013
RBC Capital Markets May 2010 - August 2010
Mitsubishi UFJ Securities (USA), Inc. December 2000 - June 2007
Mitsubishi UFJ Securities (USA), Inc. November 1993 - December 2000
Discount Corporation of New York April 1989 - May 1993
Skills
Fixed Income Trading, Fixed Income, Money Market, Middle Office, Bloomberg, Series 7, Electronic Trading, Settlement, Securities Lending, Derivatives, Series 63, Financial Markets, Trading, MBS, Series 65, Bonds, Investments
Education
Saint John's University 1981 — 1984
ASBA
Thomas Edison State College
BSBA, Finance
Fidelity Brokerage Services, LLC June 2012 - Present
UBS Financial Services, Inc. January 2009 - March 2012
Merrill Lynch August 2004 - January 2009
Ford Motor Company January 1990 - 1991
Ford Motor Company 1989 - 1990
Ford Motor Company 1986 - 1989
Ford Motor Company 1984 - 1989
Ford Motor Company 1983 - 1984
Skills
Finance, Manufacturing, Investments, Portfolio Management, Financial Analysis, Asset Management, Strategic Planning, Insurance, Leadership, Process Improvement, Management, Business Strategy
Education
The University of Texas at El Paso 1992 — 1994
MBA, Business Administration
University of Massachusetts Lowell 1979 — 1983
Bof Science, Plastics Engineering
Ellucian March 2015 - Present
Red Privet, LLC September 2013 - January 2015
Pet360 June 2012 - September 2013
Cadient Group March 2010 - June 2012
Merrill Lynch May 2006 - March 2010
Brownstein Group June 2004 - August 2004
Skills
Interaction Design, Art Direction, Web Design, Adobe Creative Suite, Logo Design, User Experience, Graphic Design, Typography, Branding & Identity, User Experience Design, Dreamweaver, InDesign, Facebook, Corporate Identity, Illustrator, Advertising, Mobile Design, Social Media, Layout, CSS, Front-end, Web Development, SEO, WordPress, Creative Direction, User Interface Design, Branding Experience, HTML, E-commerce, Trust, QuarkXPress, Email Marketing, User Research, Interactive Advertising, Digital Strategy, Information Architecture, Axure RP, Branding
Education
University of The Arts 2009 — 2011
Dual Certificate, Web Design and Development
York College of Pennsylvania 2001 — 2005
BA, Graphic Design
Community Options, Inc. April 2011 - Present
Univers Workplace Solutions September 2010 - Present
Vantage Point Bank & Financial Services December 2007 - February 2009
Merrill Lynch May 2006 - December 2007
New York Life January 2005 - May 2006
American Express Financial Advisors December 2003 - January 2005
Cendant Mortgage January 2001 - December 2003
Willis Honda January 2000 - January 2002
Education
Thomas Edison State College 2009 — 2010
BA, Liberal Studies
Rowan University, New Jersey (discontinued
Bachelor's
Brookdale Community College, New Jersey 1992 — 1994
AA, education
PDN Capital Management, LLC April 2010 - Present
Wells Fargo Bank, N.A. October 2004 - October 2014
Merrill Lynch June 2003 - September 2004
A.G. Edwards & Sons, Inc. January 2002 - June 2003
First Union Securities September 2000 - January 2002
Credit Suisse First Boston May 2000 - August 2000
Skills
Financial Analysis, Strategic Planning, Commercial Lending, Due Diligence, Loans, Real Estate, Commercial Banking, Private Equity, Mergers & Acquisitions, New Business Development, Small Business Lending, Municipal Bonds, Asset Management, Investments, Portfolio Management, Asset Managment, Real Estate Economics, Credit Analysis, Business Planning, Business Strategy, Business Development, Executive Management, Credit, Loan Origination, Treasury Management, Strategic Financial..., Finance, Banking, Valuation, Series 7, Underwriting, Risk Management, Financial Services
Education
The University of Texas at El Paso
Finance
Fiserv April 2015 - Present
Fiserv April 2011 - April 2015
Cardinal Health February 2009 - April 2011
Cardinal Health March 2008 - February 2009
Cardinal Health June 2006 - March 2008
Merrill Lynch February 2005 - April 2005
Skills
Forecasting, Process Improvement, Variance Analysis, Finance, Financial Modeling, Management, Financial Reporting, Analysis, Accounting, Budgets, Microsoft Excel
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2006
Bachelor of Business Administration, Finance
The University of Texas at Dallas 2009 — 2012
Master of Business Administration (MBA), Accounting
Cenlar FSB August 2009 - Present
Merrill Lynch January 2009 - April 2009
Scarpati, Inc. October 2004 - February 2007
Mom of All Trades January 1999 - October 2004
Korn Ferry International October 2000 - May 2001
First Union Bank, N.A. May 1998 - September 1999
CoreStates Bank, N.A. July 1992 - May 1998
Education
Thomas Edison State College 2009 — 2010
Accounting
Passport Capital October 2014 - December 2014
The Carlyle Group August 2014 - August 2014
Passport Capital May 2014 - July 2014
The Carlyle Group September 2010 - August 2013
Merrill Lynch August 2010 - September 2010
Merrill Lynch April 2007 - August 2010
A.T. Kearney March 2006 - March 2006
Roland Berger Strategy Consultants March 2006 - March 2006
Merrill Lynch January 2006 - January 2006
The Boston Consulting Group December 2005 - December 2005
Skills
Corporate Finance, Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Investment Advisory, Project Management, Business Analysis, LBO, Financial Structuring, M&A execution, M&A experience, Equities, Design Thinking, Innovation Development, Innovation Consulting, Hedge Funds, International Business, SQL
Education
Haas School of Business, UC Berkeley 2013 — 2015
Master of Business Administration (M.B.A.)
東京大学 / The University of Tokyo 2003 — 2007
Public Low, Bachelor of Laws (LL.B.)
Sodexo June 2015 - Present
The Hideout Property Association January 2014 - June 2015
The Hideout Property Association 2014 - 2015
Lackawanna College March 2008 - February 2014
Right Choice Custom Homes 2005 - March 2008
Kitchen Tek February 1995 - February 2005
Marriott International February 1985 - February 1995
Merrill Lynch 1982 - 1985
Skills
Leadership, Staff Development, Leadership Development, Supervisory Skills, Budgets, Team Building, Customer Service, Facilities Management, Project Management, Training, Teaching, Strategic Planning, Operations Management, Nonprofits, Public Speaking, Social Networking, PowerPoint, Proposal Writing, Healthcare, Recruiting, Social Media, Program Management, Workshop Facilitation, Time Management, Coaching, Process Improvement, Volunteer Management, Community Outreach, Microsoft Excel, Management, Fundraising, Entrepreneurship, Team Leadership, Editing, Research, Event Management, Microsoft Word, Microsoft Office, Program Development, Critical Thinking, Change Management, Organizational..., Contract Negotiation, Higher Education, Public Relations, Event Planning, Sales, Organizational..., Project Planning, Performance Management
Education
Thomas Edison State College
Bachelor of Science (BS), Organizational Leadership
Merrill Lynch August 2014 - Present
Bank of America August 2008 - August 2014
Bare Escentuals May 2007 - June 2009
Skills
Microsoft Office, Public Speaking, Organizational..., Business Communications, Team Leadership, Community Involvement, Time Management, Customer Service, Customer Relations, PowerPoint, Word, Coaching, Finance, Sales, Retail, Leadership, Event Planning
Education
The University of Texas at San Antonio 2008 — 2013
Bachelor of Business Administration, Finance
The University of Texas at El Paso 2006 — 2008
Associate's degree, Communication and Media Studies
Forge Wealth Management, LLC July 2015 - Present
Wells Fargo Advisors August 2009 - July 2015
Merrill Lynch September 1996 - August 2009
Skills
Investment Strategies, 401k Rollovers, Asset Allocation, Insurance, Retirement Planning, Concentrated Stock..., Estate Investment..., Retirement Savings, Tax-Efficient Strategies, Wealth Preservation...
Education
Thomas Jefferson University
Bachelor of Science (B.S.)
InPhaseBlue LLC January 2014 - Present
Tydall Trading LLC June 2011 - October 2013
Celeritas Markets LLP May 2009 - May 2011
Merrill Lynch January 2008 - May 2009
Merrill Lynch October 2005 - December 2007
Barclays Capital January 2005 - October 2005
Honeywell Software Center January 2000 - December 2004
Education
The University of Western Australia 1996 — 1999
Bachelor of Science (B.Sc.), with First Class Honors
Hale Senior High School, Western Australia 1991 — 1995
High School
SunTrust January 2015 - Present
PNC Investments January 2013 - January 2015
Farragut Resources October 2007 - January 2013
Merrill Lynch April 2002 - July 2007
Prudential Securities January 1997 - April 2002
IMC Worldcell January 1996 - December 1996
Columbia Industrial Hardware January 1992 - January 1996
WS Jenks & Son March 1990 - December 1992
Skills
Pension Administration, Investments, Fiduciary Services, Finance, Asset Management, Endowment Funds, Risk Management, Investment Management, Pensions, 401k, Management, Wealth Management, Wealth, Retirement Planning, Private Foundations, Retirement, Retirement Income..., Wealth Preservation..., Retirement Plan...
Education
Thunderbird School of Global Management
MBA, Finance / International Mgt.
University of Wisconsin-Madison
BA, Economics
Tradebot July 2009 - Present
Merrill Lynch June 2008 - August 2008
BATS Global Markets, Inc. June 2007 - August 2007
Skills
Trading, Microsoft Excel, Equities, Microsoft Office, Trading Systems, Capital Markets, Financial Markets, Equity Trading, Series 7, Market Structure, Electronic Trading
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Falcon International Bank March 2015 - Present
International Bank of Commerce July 2003 - March 2015
Merrill Lynch May 2002 - November 2002
Skills
Multicultural, Bilingual, Banking, Commercial Lending, International Banking..., Retail Banking, Licensed Life & Health..., Real Estate Financing, Financial Analysis, Underwriting, Collections, Computer Proficiency, Dependable Team Player, Multi Tasking, Close Attention to..., Energetic Self-Starter, Customer Service, Sales, Microsoft Office, Credit, Loan Servicing, Loan Origination, Management, Negotiation, Loans, Finance, Lines Of Credit, Portfolio Management
Education
The University of Texas at San Antonio 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Missouri Military Academy 1993 — 1998
High School Degree, High School/Secondary Diplomas and Certificates
Lennar Corporation November 2006 - Present
Broadspire October 2002 - July 2006
Arthur Andersen, LLP December 1997 - August 2001
Merrill Lynch May 1996 - November 1997
Skills
Deferred Compensation, HRIS, Employee Benefits, Performance Management, Succession Planning, PeopleSoft, Benefits Administration, Human Resources
Education
The University of Miami, Coral Gables FL 1996 — 1998
MBA, Corporate Finance
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
Engineering Route to Business, Finance/Industrial Engineering
Merrill Lynch February 2015 - Present
Capital Group July 2014 - January 2015
Skills
Financial Services, Securities, Mutual Funds, Investments, Asset Management, Portfolio Management, Relationship Management
Education
The University of Texas at San Antonio 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
Argo Group August 2012 - Present
MAXIMUS June 2007 - July 2012
Merrill Lynch February 2006 - June 2007
Merrill Lynch February 2006 - June 2007
Merrill Lynch January 2006 - April 2006
Doral Forrestal Hotel & Conferences September 2002 - January 2006
Balogun Badejo & Co April 1996 - January 1999
Skills
Mathematical Analysis, Analytical Skills, Management, MS Project, Microsoft Excel, PowerPoint development, Team-oriented, Collaboration, Leadership, Research, Teamwork, Supervision, Computers, Financial Reporting, Account Reconciliation, Auditing, Microsoft Word, Communication Skills, Writing, Accounts Receivable, Forecasting, Microsoft Office, Accounting, Budgets, Internal Audit, Finance, Customer Service
Education
Thomas Edison State College 2011 — 2013
Master's Degree, Accounting, 3.46
Thomas Edison State College 2007 — 2010
Bachelor of Science (BSc), Accounting and Business/Management
Federal Polytechnic Offa
Higher National Diploma; Diploma; Associate, Accounting; Accounting
Federal Polytechnic Ilaro
Associate's degree, Accounting and Finance
Realogy Corp, Title Resource Group (TRG) December 2013 - Present
LFG February 2013 - December 2013
UPHS October 2009 - January 2013
NJDOT January 2009 - September 2009
Merrill Lynch December 1997 - September 2008
Merrill_Lynch December 1997 - June 2003
Hoffmann-LaRoche February 1997 - December 1997
Skills
Vendor Management, Process Improvement, Customer Relations, Program Management, Integration, Healthcare, Business Analysis, Strategic Planning, Requirements Analysis, Quality Assurance, Change Management, SharePoint, MS Project, Access, Budgeting, Risk Management, SDLC, Problem Solving, Project Planning, Analysis, PMP, Operations Management, Visio, Mentoring, Documentation, Software Project..., Product Development, Healthcare IT, Microsoft Office, Team Leadership, Data Analysis, Excel, Business Management, PowerPoint, Data Warehousing, Negotiation, Vendor Relations, Scheduling, Word, Six Sigma, Team Building, Process Engineering, Microsoft Excel, Management, Software Documentation, Process Scheduler, Leadership, Strategy, Team Management, Resource Management
Education
Thomas Edison State College 2003 — 2005
BA, Computer Sciense
Middlesex County college 1986 — 1989
Associate, Accounting
DCCH Center for Children and Families May 2005 - Present
Holy Cross High School August 1998 - Present
Northern Kentucky Cheer & Dance Coaches' Assn. (NKCCA) August 1991 - Present
Holy Cross High School May 1997 - August 2005
R L Polk November 1988 - August 1998
Gradison Financial Services November 1986 - November 1988
Merrill Lynch June 1984 - November 1986
Skills
Microsoft Excel, Microsoft Office, Accounts Payable, QuickBooks, Advertising, Event Management, Account Reconciliation, Coaching, Accounting, Dreamweaver, Photoshop, Promotions, Time Management, Budgets, Fixed Asset Management, Teaching, Grant Writing, Management, Project Management, Public Speaking, Fundraising, Nonprofits, Accounts Receivable
Education
Thomas More College
Bachelor's Degree, Business Administration, Accounting, Economics
Thomas More College
Xavier University
Master's, Business/Education
Accenture January 2014 - Present
Indegene Lifesystems Pvt. Ltd. June 2013 - December 2013
The Encima Group May 2012 - February 2013
FICO February 2010 - March 2012
Cegedim Dendrite February 2009 - February 2010
Merrill Lynch February 2007 - February 2009
Bristol-Myers Squibb February 2002 - January 2007
Linens N Things May 2001 - February 2002
Summit Bank July 1999 - May 2001
Gianettino & Meredith Advertising September 1998 - July 1999
Skills
CRM, Direct to Consumer, Database Marketing, Segmentation, Analytics, Direct Marketing, Multi-channel Marketing, Marketing Strategy, Integrated Marketing, Cross-functional Team..., Marketing Analytics, Customer Insight, Marketing Research, Digital Marketing, HCP Marketing, Non-personal Promotion, Web Analytics, Social Media Marketing, Email Marketing, Relationship Marketing, Social Media, Business Intelligence, Data Analysis, Business Analytics, Project Management, Marketing Operations, MS Project, Visio, Access, Microsoft Excel, Wordpress, Constant Contact, Campaign Managment, Promotions, Google Analytics, Omniture SiteCatalyst, Digital Analytics, Vendor Management, Marketing, Competitive Intelligence, Leadership, Management, Marketing Management, Program Management, Competitive Analysis, Strategic Partnerships, Market Research, Lead Generation, Market Analysis, E-commerce
Education
Thomas Edison State College
Bachelor of Science Business Administration, Marketing
Thomas Edison State College
Currently Pursuing Master of Science (M.S.), Project Management
UBS January 2012 - Present
Merrill Lynch December 1989 - January 2012
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1982
Marketing, Economics, Finance, Marketing
Procter & Gamble February 2015 - Present
Procter & Gamble February 2014 - February 2015
Procter & Gamble November 2012 - January 2014
Procter & Gamble June 2010 - October 2012
Merrill Lynch May 2008 - January 2010
Procter & Gamble May 2009 - August 2009
Skills
Financial Analysis, Managerial Skills, Consumer Products, Sales Presentation..., Cross-functional Team..., Leadership, Marketing, Management, Data Analysis, Forecasting, Customer Insight, Market Research, Competitive Analysis, Sales, Sales Operations, Marketing Strategy, Strategy, Pricing, Brand Management, Market Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor's degree, Major/Minor- Marketing/Finance, 3.8/4.0
Present Company LLC 2004 - Present
Merrill Lynch 2000 - 2002
Merrill Lynch 1984 - 1999
Skills
Vendor Management, Customer Relations, Employee Relations, Process Improvement, Budgeting, Business Planning, Change Management, Customer Service, Team Building, Performance Management, Strategic Planning, Budgets, Project Planning, Human Resources, Training, Organizational..., Leadership, Recruiting, Management, Leadership Development, Employee Benefits, Strategy, Talent Management, Talent Acquisition, Personnel Management, Employee Engagement, Outsourcing, Organizational..., Program Management, Asset Management, Portfolio Management, Investments, Public Speaking
Education
Cornell University School of Industrial and Labor Relations
Human Resources
Moore Catholic
Thomas Edison State College
Social Sciences/Labor Studies
BHP Billiton January 2007 - July 2009
Merrill Lynch January 2006 - December 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Office, QuickBooks, Real Estate, Management, Small Business
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2006
BBA, Finance
IBM March 2003 - April 2008
Merrill Lynch September 1996 - March 2003
Skills
PMP, Vendor Management, Data Center, Disaster Recovery, Program Management, Project Portfolio..., Cloud Computing, Cisco StadimVision, PMO, Information Technology, IT Management, IT Operations, Management, IT Strategy, Security, Software Project..., Professional Services, SDLC, Infrastructure, Risk Management, Service Delivery, Project Management, Cisco Technologies, WAN, Telecommunications, Service Management, Process Improvement, Networking, Leadership, Testing, Outsourcing, Servers, ITIL, System Deployment, Integration, IT Service Management, Enterprise Architecture, Resource Management, Project Delivery, SharePoint, Requirements Analysis, Managed Services, Solution Architecture
Education
Thomas Edison State College 1976 — 1982
Management, General
Immaculata
US/Mexico Energy Strategies, LLC September 2015 - Present
Mercuria Energy Trading S.A. October 2013 - September 2015
Noble Americas February 2010 - October 2013
Louis Dreyfus Energy Services January 1999 - December 2008
Louis Dreyfus Highbridge Energy January 1999 - December 2008
Koch Industries 1994 - 1998
Merrill Lynch 1991 - 1993
Phibro Energy 1989 - 1991
Skills
Energy Markets, Management, Business Development, Mergers & Acquisitions, Analysis, Strategic Planning, Loan Origination, Commodity Markets, Project Finance, Financial Modeling, Derivatives, Energy, Finance, Trading, Petroleum, Corporate Finance, Energy Industry, Commodity, Options, Hedging, International Trade, Risk Management, International Business, Natural Gas, Valuation, Business Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy
MA, International Relations
The University of Texas at Austin - Red McCombs School of Business
BBA, International Business
Merrill Lynch May 2004 - July 2008
Oppenheimer & Co 2001 - 2004
Prudential Securities 1996 - 2001
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 7, Retirement, 401k, Series 63, Long-term Care, Disability Insurance, Strategic Financial..., Estate Planning, Investments, Insurance, Financial Advisory, IRAs, Wealth Management, Investment Strategies, Employee Benefits, Banking, Financial Services, Whole Life, Long Term Care Insurance, Life Insurance, Series 6, Term Life Insurance
Education
University of Texas at Dallas 1996 — 1998
MBA
University of North Texas 1988 — 1992
BA, Psychology
Meridian Compensation Partners, LLC May 2013 - Present
Aon Hewitt June 2012 - May 2013
Hovde Financial August 2011 - May 2012
The University of Texas at Austin August 2008 - May 2012
Merrill Lynch December 2010 - January 2011
Skills
Payroll Analysis, Financial Markets, HR Consulting, Finance, Mergers & Acquisitions, Analysis, Management, Portfolio Management, Microsoft Excel, Social Media, Microsoft Office, Data Analysis, PowerPoint, Human Resources, Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin - Red McCombs School of Business
Faro Investment Management December 2013 - Present
AlphaPoint Investment Management September 2011 - December 2013
Merrill Lynch September 2005 - September 2011
LPL Financial / FalconVest Financial Services February 2004 - September 2005
Skills
Portfolio Management, Investments, Series 7, Retirement Planning, Strategic Financial..., Financial Analysis, Securities, Financial Planning, Financial Advisory, Finance, Financial Markets, Strategic Planning
Education
The University of Texas at San Antonio 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Native, Inc. December 2014 - Present
Contractor & Volunteer October 2011 - Present
William J. Clinton Foundation - HEAL AR Program January 2010 - April 2011
Hodges Capital Management January 2007 - August 2008
Placemark Investments October 2005 - May 2006
The University of Texas Investment Management Company June 2004 - October 2005
Penn Investment Group June 2002 - September 2003
Merrill Lynch January 2002 - June 2002
Lehman Brothers August 1999 - September 2001
LCRA Credit Union 1995 - 1997
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
Bryant High School 1991 — 1993
USAA December 2010 - Present
USAA May 2006 - December 2010
H&R Block December 2005 - February 2006
UBS Financial Services June 2004 - November 2005
Merrill Lynch January 2004 - May 2004
American Funds Group December 1995 - January 2004
United States Marine Corps July 1988 - July 1992
Skills
Investments, Strategic Financial...
Education
The University of Texas at San Antonio 2000 — 2004
BBA, Finance
Onyx Pharmaceuticals January 2012 - December 2013
Peregrine Pharmaceuticals March 2010 - December 2011
Dynavax Technologies August 2008 - November 2009
SciClone Pharmaceuticals April 2005 - August 2008
SciClone Pharmaceuticals 2002 - 2005
CEMEX July 1997 - June 1999
Merrill Lynch July 1996 - July 1997
Skills
Corporate Communications, Pharmaceutical Industry, Investor Relations, Press Releases, Biotechnology, Financial Analysis, Annual Reports, Messaging, Biopharmaceuticals, Crisis Communications, Clinical Development, Commercialization, Business Development, Oncology, Communication Training, Lifesciences, Life Sciences, Strategy
Education
Thunderbird School of Global Management 1991 — 1992
MBA
Willamette University 1987 — 1991
BA
Howard Energy Partners August 2014 - Present
Howard Energy Partners September 2011 - July 2014
Greenhill & Co. August 2009 - July 2011
Greenhill & Co. August 2009 - August 2010
Merrill Lynch May 2007 - August 2009
Skills
Finance, Financial Modeling, Mergers, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
Trinity University 2002 — 2006
Strake Jesuit College Preparatory
Merrill Lynch November 2005 - Present
Education
The University of Texas at Dallas 1988 — 1994
Baker Hughes 2014 - Present
Codetelligent June 2006 - Present
Halliburton 2013 - 2014
Schlumberger 2011 - 2013
Merrill Lynch 2011 - 2011
Intertek 2010 - 2011
Schlumberger 2008 - 2009
Hewlett-Packard 2001 - 2008
Skills
ASP.NET, SQL Server, Software Development, Software Project..., .NET, Enterprise Architecture, Integration, Microsoft SQL Server, Agile Methodologies, SharePoint, Software Design, SOA, C#, SDLC, Business Analysis
Education
The University of Texas at San Antonio 1995 — 1998
Bachelor of Science (BS), Computer Science
Goldman Sachs August 2012 - Present
Pioneer Investments March 2006 - July 2012
Merrill Lynch September 2002 - March 2006
US Army September 1989 - April 2000
Skills
Separately Managed..., Series 7, Mutual Funds, IRAs, Series 6, Uniform Combined State..., Closed-end Funds, Investment Management, Securities, Bonds
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
MBA, Finance Concentration
University of Washington 1983 — 1988
BA, Economics
Citi June 2011 - Present
Citi 2006 - June 2011
UBS Wealth Management 2001 - 2006
UBS 2001 - 2006
Merrill Lynch 1996 - 2001
Scholastic 1994 - 1995
MCI 1991 - 1994
Education
Thomas Edison State College 2008 — 2011
BS, Homeland Security & Emergency Management
Coyle Capital,LLC November 2014 - Present
Yale Capital Corporation October 2011 - October 2014
Alpha Capital Management 2007 - 2011
Virtus Real Estate Capital (formerly Virtus Capital Partners) 2005 - 2007
Merrill Lynch 2002 - 2005
Skills
Financial Analysis, Competitive Analysis, Portfolio Management, Investments, Valuation, Investment Selection, Analysis, Equity Research, Equities, Program Management, Business Development, Strategic Financial..., Financial Modeling, Management, Mutual Funds, Market Research
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Barclays October 2012 - Present
Barclays March 2010 - October 2012
Comcast October 2008 - March 2010
Merrill Lynch June 1998 - September 2008
IBM 1997 - 1998
Bristol-Myers Squibb 1994 - 1996
Prudential Financial 1987 - 1994
Skills
Infrastructure..., Mainframe, Databases, DB2, Oracle, ITIL Certified, Project Management, Relationship Management, Vendor Management, Outsourcing, SDLC, IT Management, CRM, Disaster Recovery, Infrastructure, Business Analysis, Data Warehousing, Requirements Analysis, Management, IT Strategy, Solaris, Integration, Data Center, Enterprise Architecture
Education
Thomas Edison State College
BS, Business Admin
Merrill Lynch December 2007 - Present
Mirant Corporation June 2001 - November 2007
Skills
Market Risk, Financial Risk..., Corporate Finance, Swaps, Equities, Bloomberg, Investment Banking, Hedge Funds, Fixed Income, Asset Management, Due Diligence, Energy Markets, Credit Risk, Alternative Investments, Business Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, EnergyFinance
Merrill Lynch August 1977 - Present
Skills
Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Analysis, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Series 7, Strategic Planning, Wealth Management
Education
The University of Texas-Pan American 1974 — 1977
Bachelor of Business Administration (BBA)
Texas A&I University 1971 — 1972
Business Administration and Management, General
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
Merrill Lynch May 2009 - Present
Calandro Financial Services, Inc. May 2005 - May 2009
AIG Advisor Group 2002 - 2005
BSA Advertising, Inc 2000 - 2001
Interceramic 1998 - 2000
Skills
Investments, Series 7, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Portfolio Management, Fixed Income, Equities, Bloomberg, Credit, Series 63, Series 24, Series 65, Retirement Planning, Wealth Management..., Salesforce.com, Mutual Funds, Securities, Financial Services, Finance, Investment Management, Strategic Financial..., Asset Allocation, Capital Markets
Education
The University of Texas at Dallas 2000 — 2005
Finance, BS in Finance
University of Texas at Dallas - Naveen Jindal School of Management 2000 — 2005
Finance, Finance - Business School of Management
Richardson High School 1997 — 2000
Magnet School
EAG Services August 2014 - Present
DCP Midstream November 2012 - August 2014
Quorum Business Solutions January 2011 - November 2012
Quorum Business Solutions February 2009 - January 2011
Merrill Lynch June 2008 - August 2008
College Works Painting Services June 2007 - August 2007
R Capital Advisors, LLC (RCA) December 2006 - June 2007
Skills
Crystal Reports, Business Analysis, PL/SQL, Oracle, Microsoft SQL Server, Business Intelligence, Requirements Analysis, Business Process..., Data Warehousing, Management Consulting, Business Objects, Business Objects Data..., Crystal Xcelsius 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Corporate Finance with minor in accounting
SAMCO Capital Markets February 2009 - Present
Merrill Lynch May 2007 - August 2007
Skills
Fixed Income, Business Development, Capital Markets, Investments, Investment Banking, Trading, Bonds, FINRA, Financial Advisory, Bloomberg, Series 63, Series 7, Municipal Bonds, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Dallas
Bachelor of Arts (B.A.), Economics & Finance
UBS Financial Services Inc January 2012 - Present
Merrill Lynch January 1988 - January 2012
Education
The University of Texas at El Paso 1979 — 1983
BBA, Finance
Menlo Properties August 2015 - Present
U.S. Bank September 2013 - Present
Citigroup Global Markets, Inc February 2011 - December 2011
FundCore Finance Group June 2009 - February 2011
Merrill Lynch 2003 - 2009
Banc of America Securities 2001 - 2003
Chase Manhattan Corporation 1999 - 2001
Nomura 1996 - 1998
Skills
CMBS, Real Estate Economics, Commercial Mortgages, Mezzanine, Loans, Underwriting, Asset Managment, Structured Finance, Loan Origination, Valuation, Financial Structuring, Disposition, Real Estate Financing, Due Diligence, Capital Markets, Asset Management, Finance, Commercial Real Estate, Mortgage Lending, Investments, Securitization
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
MBA, Corporate Finance & Real Estate
University of Southern California 1983 — 1985
BS, Real Estate & Finance
Goldfinch Capital April 2013 - Present
Coastal Testing Laboratories, Inc. 2010 - May 2013
UBS 2007 - 2009
Merrill Lynch 2005 - 2007
Skills
Marketing Communications, Marketing Strategy, Marketing, Creative Direction, Financial Accounting, Strategic Financial..., Account Management, Management, Finance, Financial Analysis, Mergers & Acquisitions
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
BlackRock May 2012 - Present
BlackRock November 2010 - May 2012
BlackRock January 2008 - November 2010
Merrill Lynch Investment Managers October 2003 - January 2008
Merrill Lynch April 1999 - November 2003
Skills
GAAP, Financial Reporting, Financial Accounting, Financial Statement..., Operations, Project Management, Executive Reporting, Business Relationship..., Portfolio Management, Budget Oversight, Business Analysis, Internal Audit, External Audit, Compliance Audits, Mutual Funds, Hedge Funds, Fund Accounting, Aladdin, Bloomberg, Financial Statements, Financial Services, Fixed Income, Equities, Budgets, Securities, Derivatives, Financial Risk, Account Reconciliation, Quality Auditing, Internal Controls, Compliance, Bank Reconciliation, Operations Management, Vendor Relationships, Vendor Management, Leadership, Oversight, Accounting, Business Operations
Education
Thomas Edison State College
Bachelor of Science, Business Administration and Management, General
Orth, Chakler, Murnane & Co., CPA's January 2012 - Present
CMC-Americas, Tata Consulting April 2010 - December 2011
Merrill Lynch July 2008 - August 2008
PAN ARAB RESEARCH CENTER (PARC) April 2004 - May 2004
Skills
Portfolio Management, Financial Reporting, Accounting, Finance, Financial Analysis, US GAAP, Financial Statement..., Credit Unions, Human Resources Auditing, General Ledger, Internal Controls, Auditing, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
BBA, Accounting and Finance
Five Stones Wealth Management, LLC September 2008 - Present
Wachovia Wealth Managment/Wachovia Securities September 2004 - September 2008
Merrill Lynch June 1995 - September 2004
Skills
Client Education, Wealth Management, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Alternative Investments, IRAs, High Net Worth..., 401k Rollovers, Investment Strategies, Financial Advisory, Equities
Education
The University of Texas at Dallas
Economics and Finance
Invesco Ltd. July 2001 - Present
Ocean Energy September 1996 - March 1999
Merrill Lynch 1994 - 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
JP Morgan Securities LLC October 2010 - Present
Thunderbird School of Global Management August 2009 - January 2011
UBS Financial Services Inc. November 2003 - October 2009
Merrill Lynch June 1996 - November 2003
Education
University of Dayton 1991 — 1996
BS, Finance and Marketing
Thunderbird School of Global Management
Titan Services July 2010 - Present
Workflow Enterprises May 2003 - June 2010
Merrill Lynch 1999 - 2001
Skills
Software Development, Java, SQL, JavaScript, XML, Microsoft SQL Server, C++, Software Project..., .NET, HTML, Web Services, MySQL
Education
The University of Texas at San Antonio 1984 — 1988
BS, Computer Science
GIG Events March 2014 - Present
Commonwealth Worldwide Chauffeured Transportation August 2011 - Present
Merrill Lynch September 2008 - August 2009
AXA Advisors May 2007 - September 2008
Mayberry Investments Ltd. December 2002 - May 2007
Skills
Microsoft Office, Public Speaking, Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Management, Leadership, Asset Management, Risk Management, PowerPoint
Education
The University of the West Indies, Mona 2003 — 2005
Master of Business Administration (M.B.A.), Banking and Finance
Merrill Lynch May 2015 - Present
Simone On Sunset August 2014 - April 2015
QED Energy Associates, LLC January 2014 - August 2014
Consilient Restaurants February 2012 - December 2013
BOL, inc. January 2008 - January 2010
Skills
Microsoft Word, Customer Service, Microsoft Excel, PHDWin, ArcGIS, Stata, Financial Modeling, Aries, HPDI/DiDesktop, IHS Enerdeq, Matlab, Economic Research, International Political..., Environmental Policy, Natural Resource..., Oil & Gas Industry, MICROS, Oracle, QuickBooks, Data Analysis, Financial Analysis
Education
The University of Texas at Dallas 2011 — 2013
Bachelor's degree, International Economics and Finance
The University of Texas at Dallas 2011 — 2013
Bachelor's degree, Economics
Breezeworks December 2014 - Present
Storm8 March 2014 - November 2014
Wells Fargo Securities July 2010 - March 2014
Xtreme Power May 2009 - August 2009
HBK Capital Management May 2008 - August 2008
Merrill Lynch May 2006 - August 2006
Skills
User Acquisition, Mobile Marketing, Financial Modeling, Advertising, Valuation, Financial Analysis, Derivatives, Corporate Finance, Fixed Income, Accounting, Capital Markets, Venture Capital, Leadership, Finance, Strategy, Business Development
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Master's Degree, Business Honors (Finance concentration), Accounting
The Hong Kong University of Science and Technology 2008 — 2009
Cinco Ranch 2002 — 2006
High School
Merrill Lynch January 2007 - April 2007
United States Army 1997 - 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Finance and Accounting
Merrill Lynch August 1987 - April 2009
Merrill Lynch August 1987 - April 2009
Skills
Human Resources, Finance
Education
The University of Texas at El Paso 1981 — 1983
None, Business Administration
El Paso Community College 1980 — 1981
Business Administration
Occidental Petroleum Corporation(OXY) 2013 - Present
Bank of America Merrill Lynch January 2011 - June 2013
Merrill Lynch June 2010 - August 2010
Southwest Alliance of Asset Managers 2007 - 2008
Skills
Financial Modeling, Finance, Valuation, Investment Banking, Microsoft Excel, Financial Risk, Strategic Financial..., Accounting, Financial Analysis, Outlook, Microsoft Word, SAP, PowerPoint, Oracle, FX Options, Cash Flow, Account Reconciliation, Forecasting, Excel, SAP R/3, Factset, Word, Hindi, Team Leadership, Project Management, Access, Portfolio Management, Fixed Income, Equity Research, Financial Reporting, Commodity, Financial Forecasting, Corporate Finance, Microsoft SQL Server, SQL, Merak Peep Petroleum..., Risk, Organizational..., Strategic Communications, Projects, Capital Markets, Financial Statements, Financial Statement..., Oracle SQL Developer, Analysis, PEEP, Spotfire, Decline Curve Analysis, Petroleum Economics, Financial Economics
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2010
Bachelor of Business Administration, Finance
KPMG September 2011 - Present
Merrill Lynch September 2010 - May 2011
Bell Helicopter Textron Inc. June 2010 - August 2010
Skills
Financial Modeling, Wealth Management, Financial Analysis, Finance, Microsoft Excel, Data Analysis, Microsoft Office, Corporate Finance, Valuation, Financial Accounting, PowerPoint, Microsoft Word, Analysis, Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2011
BBA, Finance
Allianz Capital Partners July 2015 - Present
UTIMCO June 2013 - June 2015
San Antonio Fire and Police Pension Fund April 2011 - June 2013
North American Development Bank September 2010 - April 2011
U.S. Global Investors January 2009 - March 2010
Merrill Lynch May 2008 - August 2008
Skills
Private Equity, Equities, Hedge Funds, Investments, Asset Allocation, Financial Modeling, Risk Management, Investment Strategies, Investment Management, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Venture Capital, Emerging Markets, Equity Research, Microsoft Excel, Asset Management, Bloomberg, PowerPoint, Bloomberg Terminal, Fund Of Funds, Investment Policy, Economics
Education
The University of Texas at San Antonio 2005 — 2009
Bachelors of Business Administration, Finance
Merrill Lynch/Bank of America May 2013 - Present
Tyco Corporate December 2012 - April 2013
Prudential Financial December 2011 - November 2012
Bank of America Merrill lynch April 2011 - December 2011
The Children's Hospital of Philadelphia April 2009 - April 2011
Merrill Lynch January 2008 - January 2009
Educational Testing Service (ETS) September 2001 - December 2007
Skills
SDLC, Business Analysis, Requirements Analysis, SharePoint, Agile
Education
University of Missouri-Kansas City 1998 — 2000
MBA, Information Systems
University of Missouri-Kansas City 1996 — 1998
MS, Computer Science Telecom Networking
Thiagarajar College of Engineering 1991 — 1995
BE, Electronics and Telecommunications
Baker Botts September 2014 - Present
Baker Botts May 2013 - July 2013
The University of Texas at Austin November 2012 - May 2013
Baker Botts May 2012 - July 2012
Legal Aid Justice Center February 2011 - May 2011
Merrill Lynch June 2010 - August 2010
Rice University May 2009 - July 2009
Rice University May 2008 - August 2008
Houston Chronicle July 2007 - August 2007
Education
The University of Texas School of Law 2011 — 2014
Juris Doctor (J.D.)
University of Virginia 2007 — 2011
B.A. with Distinction, History, Spanish
PNC Wealth Management May 2013 - Present
BB&T May 2011 - May 2013
SunTrust Bank April 2004 - May 2011
BB&T January 2002 - April 2004
Wachovia Bank 2000 - 2002
American Express Financial Advisors 1992 - 2000
Merrill Lynch 1983 - 1985
Skills
Wealth Management, Wealth, Portfolio Management, Series 7, Investments, Retirement Planning, Wealth Management..., Financial Services, Finance, High Net Worth..., Investment Advisory, Asset Allocation, Strategic Financial..., Estate Planning, Investment Management, Financial Planning
Education
The University of Texas-Pan American 1976 — 1980
BBA, Finance
Merrill Lynch August 2009 - Present
Bank of America May 2007 - August 2009
Skills
Management, Business Strategy, Strategic Planning, Leadership, Business Planning, Business Development
Education
The University of Texas at Dallas
Economics & Finance
Cross Realty March 2004 - Present
Merrill Lynch 2008 - 2009
Legacy / Meritage Homes 2004 - 2007
Keller Willams Realty 1998 - 2004
Centex Homes 1989 - 1998
Centex Homes 1988 - 1989
Touche Ross 1985 - 1988
Skills
Budgets, Strategic Planning, Negotiation, Team Building, Accounting, Social Media, sales, Homebuilding, Custom Remodeling, Real Estate Financing, real estate broker, Investment Properties, Entrepreneurship, P&L Management, New Home Sales, Residential Homes, Contract Negotiation, Real Estate, Single Family Homes, Sales, Real Estate Development, Selling
Education
The University of Texas at Dallas
BS Business, Accounting
USAA July 2013 - Present
USAA November 2007 - July 2013
USAA April 2006 - November 2007
Wells Fargo April 2004 - April 2006
Merrill Lynch December 2001 - March 2004
US Navy January 1997 - December 2001
Skills
Strategic Management..., Wealth Management, Call Center, Leading Diverse Teams, Retirement Planning, Operational Efficiency, Leading..., Financial Analysis, Investment Advisory, Hold Series 7, Hold series 66, Hold series 24, Hold Group 1 Life,..., Hold Certified Wealth..., Investments, Series 7, Leadership, Mutual Funds, Training, Management, Executive Management, Finance, Strategic Planning, Insurance, Banking, Financial Advisory, Asset Management, Call Centers, Strategy, Change Management
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
BBA, Marketing & Sales
The University of Texas at San Antonio 2010 — 2012
Executive MBA
Mutual of America July 2011 - Present
Deutsche Bank June 2007 - February 2009
LaBranche Structured Products Specialists, LLC January 2000 - January 2007
RPM Specialist September 1998 - January 2000
Bear Wagner Specialists August 1996 - September 1998
Stern Brothers August 1994 - August 1996
JJC Specialists February 1990 - August 1994
Merrill Lynch May 1986 - April 1989
Skills
Financial Risk, ETFs, Trading, Bloomberg, Trading Strategies
Education
Thomas Edison State College 2008 — 2010
B.S, Finance
Thomas Edison State College
Bachelor of Science (B.S.), Finance and Financial Management Services
Merrill Lynch August 2015 - Present
Education
The University of Texas at Dallas
Bachelor’s Degree, Economics
ACE Group September 2014 - Present
Citrix December 2013 - Present
Three Monkeys Technologies October 2013 - Present
PPL Solutions May 2014 - September 2014
Bank Of America April 2012 - August 2013
Computer Aid, Inc. June 2009 - April 2012
Merrill Lynch October 1998 - April 2009
The Chubb Institute March 2002 - December 2004
The Chubb Institute 1997 - 1998
Skills
Disaster Recovery, SDLC, Enterprise Architecture, IT Strategy, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, IT Management, Integration, SQL, Software Project..., Oracle, MySQL, SQL Tuning, DB2, Hadoop, Linux, NoSQL, Business Intelligence, Business Process..., ETL, Six Sigma, JCL, Project Management, Production Support, Data Analysis, Databases, Data Warehousing, Database Design, Data Management, Relational Databases, OLAP, OLTP, COBOL, COBOLII, MVS, New Business Development, Educational Technology, Change Management, PL/SQL, Perl, Perl Script, Perl Automation, Access Database, Performance Tuning, Software Deployment, Deployment Strategies, Technology Integration, System Integration..., Process Optimization
Education
Thomas Edison State College 2007 — 2011
Completed relevant coursework., Information Technology
The Chubb Institute 1997 — 1998
Certificate of Programming, Information Technology
Merrill Lynch July 2012 - Present
Business Accross Borders 2010 - 2012
Merrill Lynch June 2011 - August 2011
The World Bank June 2010 - August 2010
Ernst & Young June 2009 - August 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, BA, Finance, Economics
Bahrain Bayan School 1995 — 2008
International Baccalaureate Diploma
Northwestern Mutual December 2010 - Present
NSHMBA December 2010 - Present
Merrill Lynch April 2010 - December 2010
Grupo Ruiz June 2003 - April 2010
Grupo Ruba June 2006 - November 2009
Skills
Financial Planning, Investments, Financial Analysis, Insurance, Financial Reporting, Strategic Financial..., Team Leadership, Analytical problem..., Business Strategy, Managment consulting, Retail, Retirement Planning, Program Management, Customer Service, Risk Management, Problem Solving, Negotiation, Management Consulting, Finance, Financial Services, Fixed Annuities
Education
The University of Texas at El Paso 2009 — 2011
Master of Business Administration (MBA), Finance and Financial Management Services
Instituto Tecnologico y de Estudios Superiores de Monterrey 1998 — 2003
BA. Accounting and Finance, Finance, Accounting
J.P. Morgan September 2012 - Present
J.P. Morgan May 2011 - August 2011
Merrill Lynch January 2010 - May 2010
America CareSource Holdings, Inc. June 2009 - August 2009
Skills
Investments, Microsoft Office
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
BBA, Finance, Minor in International Business
WU (Vienna University of Economics and Business) 2010 — 2010
BBA, Exchange Student
Bank of America Merrill Lynch, Pennington, New Jersey, USA September 2008 - Present
Merrill Lynch April 2003 - September 2008
CAT Technology Inc September 2000 - August 2008
Prudential Insurance 2000 - 2002
Skills
Requirements Analysis, Business Analysis, SQL, Vendor Management, Requirements Gathering, Oracle, Data Warehousing, Agile Methodologies, Enterprise Architecture, Microsoft SQL Server, Visio, User Acceptance Testing, SharePoint, SOA, PMO
Education
Thiagarajar College of Engineering 1986 — 1987
Master of Engineering (M.Eng.), PMP, Power Systems, Distinction
Madurai Kamaraj University 1981 — 1987
Masters in Engineering, Electrical & Electronics
Irby Construction Co. August 2012 - Present
C&C Erection, Inc. May 2009 - March 2012
The Quantitative Group March 2007 - June 2008
Merrill Lynch December 2003 - March 2007
Skills
Project Management, Budgets, Financial Analysis, Risk Management, Finance, Financial Modeling, Analysis, Financial Reporting, Access, Project Planning, Accounting, Microsoft Excel, Contract Management, Banking, Process Improvement, Business Analysis, Forecasting, Management, Contract Negotiation, Vendor Management, Strategic Planning, Mergers & Acquisitions, Business Process..., Program Management
Education
The University of Texas at San Antonio 2001 — 2003
B.B.A., Finance
Merrill Lynch February 2015 - Present
GE Oil and Gas March 2013 - Present
United States Marine Corps May 2010 - November 2012
Education
University of Texas
Bachelor Degree, Communications/Public Relations
Merrill Lynch August 2013 - Present
Accredited Investors Inc. September 2012 - May 2013
Ameriprise Financial Services, Inc. October 2011 - September 2012
JPMorgan Chase March 2010 - April 2011
Bank of America June 2005 - March 2010
Skills
Wealth Management, Relationship Management, Private Banking, Mortgage Lending, Investment Advisory, Strategic Planning, Research, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Banking, Investments, Strategic Financial..., Risk Management, Financial Modeling
Education
The University of Texas at Dallas 1991 — 1993
Bachelors of Science, Economics and Finance
UBS Investment Bank 2009 - Present
Merrill Lynch March 2006 - March 2009
Morgan Stanley May 1997 - March 2006
Skills
Investment Banking, Equity Trading, Equity Capital Markets, Equities, Derivatives, Trading, Capital Markets, Equity Research, Bloomberg, Portfolio Management, Fixed Income, Series 7, Valuation, Hedge Funds, Financial Risk, Financial Modeling, Structured Products
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
UCLA 1988 — 1992
Bachelor of Arts (B.A.), Economics
FSSPX June 2013 - Present
New Seminary Project May 2012 - June 2013
St. Thomas Aquinas Seminary November 2010 - May 2012
Merrill Lynch May 2004 - August 2006
Skills
Strategic Planning, Project Management, Microsoft Office, Public Speaking, Nonprofits, Access, Analysis, Finance, Fundraising, HTML, Leadership, Research, Portfolio Management, Teaching, Risk Management, Community Outreach, Event Planning, Social Media
Education
St. Thomas Aquinas Seminary 2007 — 2013
Philosophy and Theology
Thomas Aquinas College 2003 — 2007
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Holy Ghost Preparatory School 1999 — 2003
Merrill Lynch September 1983 - Present
Merrill Lynch Wealth Management September 1982 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Texas at Dallas
Bachelor of Science (BS), International Business
The University of Texas at Dallas
Bachelor of Science (BS), Business/Managerial Economics
Evercore Partners 2009 - Present
Merrill Lynch 1997 - 2009
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Mergers & Acquisitions
Education
The University of Texas School of Law 1992 — 1995
Doctor of Law (J.D.)
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
BBVA Compass May 2014 - Present
Wells Fargo Advisors 2010 - 2014
Merrill Lynch October 2006 - October 2010
Skills
Banking, Finance, Financial Services, Investments, Microsoft Office, Mutual Funds, Portfolio Management, Sales, Sales Management, Customer Service
Education
The University of Texas at San Antonio 1999 — 2003
Bachelor's Degree, Business Administration and Management, General
Mcallen highs hoop
Mcallen highs hoop
Wells Fargo Advisors, LLC February 2009 - Present
Merrill Lynch August 1997 - February 2009
Skills
Financial Advisory, Investments, Retirement Planning, Wealth Preservation..., Liability Management
Education
The University of Texas at Dallas 1994 — 1997
Bachelor of Science, Business Administration