Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Parker White Parker White Austin, Texas Details
Parker White's Merrill Lynch Experience January 2012 - August 2012
Job Analyst/Client Associate at TCG Group Holdings LLP
Industry Investment Management
Experience
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)

Dan Kryzanowski Dan Kryzanowski Austin, Texas Area Details
Dan Kryzanowski's Merrill Lynch Experience 2000 - 2004
Job Business Development & Client Success Leader
Industry Internet
Experience
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)

Kristen Pons Kristen Pons San Antonio, Texas Area Details
Kristen Pons's Merrill Lynch Experience April 2015 - Present
Job Client Associate at Merrill Lynch
Industry Insurance
Experience
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

Jocelyn Cates, CRPC Jocelyn Cates, CRPC San Antonio, Texas Details
Jocelyn Cates, CRPC's Merrill Lynch Experience April 2004 - April 2006
Job Vice President of Business Development/Financial Advisor
Industry Financial Services
Experience
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

Noe Lopez Noe Lopez United States Details
Noe Lopez's Merrill Lynch Experience January 2006 - May 2006
Job Real Estate Consultant at RE/MAX ELITE
Industry Real Estate
Experience
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

Ivan Regalado Ivan Regalado San Francisco Bay Area Details
Ivan Regalado's Merrill Lynch Experience July 2007 - February 2009
Job Senior Speech Analytics Consultant
Industry Information Technology and Services
Experience
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

Iñigo Arzac Iñigo Arzac San Antonio, Texas Details
Iñigo Arzac's Merrill Lynch Experience March 2008 - March 2009
Job Director Global Business Development at VYSK
Industry Telecommunications
Experience
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

Frederick Doll Frederick Doll Richmond, Kentucky Details
Frederick Doll's Merrill Lynch Experience October 2011 - December 2013
Job Financial Advisor
Industry Financial Services
Experience
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

Alma Espinoza Alma Espinoza Mission, Texas Details
Alma Espinoza's Merrill Lynch Experience October 2014 - Present
Job Client Associate at Merrill Lynch
Industry Retail
Experience
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

Edward Hassan Edward Hassan Portland, Oregon Area Details
Edward Hassan's Merrill Lynch Experience June 2011 - December 2012
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
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

Nikhil Nayak Nikhil Nayak Greater New York City Area Details
Nikhil Nayak's Merrill Lynch Experience June 2008 - August 2008
Job Strategy and Operations at Google
Industry Internet
Experience
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

Michael Scot Trantham Michael Scot Trantham Dallas/Fort Worth Area Details
Michael Scot Trantham's Merrill Lynch Experience December 1994 - January 2009
Job Senior Registered Client Associate, UBS Financial Services Inc.
Industry Financial Services
Experience
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

Craig Adkins Craig Adkins El Paso, Texas Area Details
Craig Adkins's Merrill Lynch Experience 2007 - 2008
Job Business Manager at Currey Adkins
Industry Information Technology and Services
Experience
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

Jeff Milkie Jeff Milkie Greater Minneapolis-St. Paul Area Details
Jeff Milkie's Merrill Lynch Experience 2002 - 2004
Job Managing Director, Head of Corporate Finance at Wipfli Corporate Finance Advisors, LLC
Industry Investment Banking
Experience
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

Tony Wang Tony Wang New York, New York Details
Tony Wang's Merrill Lynch Experience April 2014 - May 2015
Job Vice President
Industry Venture Capital & Private Equity
Experience
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

Frances P. Hansen Frances P. Hansen Dallas/Fort Worth Area Details
Frances P. Hansen's Merrill Lynch Experience May 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

David E. Brown, CPA David E. Brown, CPA Chicago, Illinois Details
David E. Brown, CPA's Merrill Lynch Experience January 2010 - August 2011
Job
Industry Management Consulting
Experience
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

Zach Levenson Zach Levenson Houston, Texas Area Details
Zach Levenson's Merrill Lynch Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
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

Donato J. Eassey Donato J. Eassey Kemah, Texas Details
Donato J. Eassey's Merrill Lynch Experience February 1993 - February 2002
Job Sales Manager, Tommy Tipton's Lauderdale Yacht Sales & Captain
Industry Maritime
Experience
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

Adan Moreno III Adan Moreno III San Antonio, Texas Area Details
Adan Moreno III's Merrill Lynch Experience January 2008 - January 2009
Job Management
Industry Package/Freight Delivery
Experience
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

Keith Chatterton Keith Chatterton Charlotte, North Carolina Area Details
Keith Chatterton's Merrill Lynch Experience 1989 - 1993
Job Senior Business Development Officer at PNC
Industry Financial Services
Experience
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

Shelly Dodge Shelly Dodge Dallas/Fort Worth Area Details
Shelly Dodge's Merrill Lynch Experience June 1995 - July 2001
Job President at Visionary Financial Group
Industry Financial Services
Experience
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®

Daniel Amin Daniel Amin Greater New York City Area Details
Daniel Amin's Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
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

Joel Faircloth, MBA Joel Faircloth, MBA Greater Seattle Area Details
Joel Faircloth, MBA's Merrill Lynch Experience September 2010 - December 2011
Job Director of Investment Research and Investment Manager
Industry Financial Services
Experience
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

Tian Xiang (Steven) Chen Tian Xiang (Steven) Chen Dallas/Fort Worth Area Details
Tian Xiang (Steven) Chen's Merrill Lynch Experience October 2011 - December 2011
Job MBA at University of Texas at Dallas
Industry Logistics and Supply Chain
Experience
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

Steven Reedy Steven Reedy Greater New York City Area Details
Steven Reedy's Merrill Lynch Experience 1999 - 2001
Job Managing Director at CIT
Industry Financial Services
Experience
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

Abraham Luna Abraham Luna Edinburg, Texas Details
Abraham Luna's Merrill Lynch Experience September 2011 - December 2011
Job Program Coordinator at The University of Texas Pan American
Industry Higher Education
Experience
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

Hank N. Mulvihill, Jr., CCM®, CWS®, CFP®, Hank N. Mulvihill, Jr., CCM®, CWS®, CFP®, Dallas/Fort Worth Area Details
Hank N. Mulvihill, Jr., CCM®, CWS®, CFP®,'s Merrill Lynch Experience May 1987 - November 1992
Job Principal at Mulvihill Asset Management®, LLC
Industry Investment Management
Experience
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

David Maciejko David Maciejko Norfolk, Virginia Area Details
David Maciejko's Merrill Lynch Experience May 2010 - August 2010
Job Technical Coordinator at Newport News Marriott City Center
Industry Hospitality
Experience
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

Jamal Yoosufani Jamal Yoosufani Austin, Texas Area Details
Jamal Yoosufani's Merrill Lynch Experience February 2011 - May 2011
Job PMO at Capgemini
Industry Information Technology and Services
Experience
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

Crystal Hahn Crystal Hahn Plano, Texas Details
Crystal Hahn's Merrill Lynch Experience June 2011 - Present
Job Financial Advisor/Partner, Karrh Pierce Wealth Management Group at Merrill Lynch
Industry Investment Management
Experience
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

Tiffany Porter Tiffany Porter New London/Norwich, Connecticut Area Details
Tiffany Porter's Merrill Lynch Experience July 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Jonathan Faulkner Jonathan Faulkner Austin, Texas Details
Jonathan Faulkner's Merrill Lynch Experience March 1999 - January 2003
Job Credit Lead at Facebook
Industry Internet
Experience
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

Tony Soto Tony Soto El Paso, Texas Details
Tony Soto's Merrill Lynch Experience November 2010 - January 2012
Job Financial Services Representative / Investment Advisor Representative at Metlife Resources
Industry Financial Services
Experience
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

Marc Patterson Marc Patterson Dallas/Fort Worth Area Details
Marc Patterson's Merrill Lynch Experience September 1998 - April 2004
Job Manager at Alvarez & Marsal
Industry Management Consulting
Experience
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

Vivian Tran Vivian Tran Austin, Texas Details
Vivian Tran's Merrill Lynch Experience May 2009 - August 2009
Job Credit Analyst at Wells Fargo
Industry Banking
Experience
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

Louise Burke Louise Burke Washington D.C. Metro Area Details
Louise Burke's Merrill Lynch Experience October 2013 - Present
Job Financial and Communications Professional
Industry Financial Services
Experience
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

Brian Motz, MBA, AIF, CRPC Brian Motz, MBA, AIF, CRPC Cincinnati, Ohio Details
Brian Motz, MBA, AIF, CRPC's Merrill Lynch Experience January 2007 - June 2008
Job Vice President, Retirement Business Development Officer PNC Retirement Solutions
Industry Financial Services
Experience
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

Robert Ennis Robert Ennis Greater Philadelphia Area Details
Robert Ennis's Merrill Lynch Experience December 1989 - April 1991
Job Senior Executive
Industry Financial Services
Experience
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

Araz Robert Shahinian Araz Robert Shahinian Greater New York City Area Details
Araz Robert Shahinian's Merrill Lynch Experience March 2000 - December 2000
Job IT Consultant at TEKsystems
Industry Information Technology and Services
Experience
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

Paige Southern Paige Southern Dallas/Fort Worth Area Details
Paige Southern's Merrill Lynch Experience March 2014 - Present
Job Relationship Assistant at Credit Suisse
Industry Investment Banking
Experience
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

Victoria Goellner Victoria Goellner Dallas/Fort Worth Area Details
Victoria Goellner's Merrill Lynch Experience 2005 - 2006
Job Sharing the best kept secret in the small business community with entrepreneurs.
Industry Staffing and Recruiting
Experience
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

Brendan Green Brendan Green Chicago, Illinois Details
Brendan Green's Merrill Lynch Experience August 2011 - January 2012
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
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

Austin Kelly Austin Kelly Fort Collins, Colorado Area Details
Austin Kelly's Merrill Lynch Experience January 2004 - July 2004
Job Chief Compliance Officer at Cosner Financial Advisor
Industry Financial Services
Experience
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

Shinichiro Sawada Shinichiro Sawada Houston, Texas Details
Shinichiro Sawada's Merrill Lynch Experience 2002 - 2002
Job Senior Manager at Sumitomo Corporation of America
Industry Oil & Energy
Experience
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

Andrew Schmid Andrew Schmid Dallas/Fort Worth Area Details
Andrew Schmid's Merrill Lynch Experience June 2003 - August 2003
Job
Industry Oil & Energy
Experience
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

Jessie Felix Jessie Felix Scottsdale, Arizona Details
Jessie Felix's Merrill Lynch Experience July 2012 - June 2013
Job The Vanguard Group
Industry Financial Services
Experience
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

Anthony Falco Anthony Falco Greater New York City Area Details
Anthony Falco's Merrill Lynch Experience November 2012 - October 2013
Job Collateral Analyst at BNP Paribas
Industry Financial Services
Experience
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

Robin M. Waldman Robin M. Waldman Greater Detroit Area Details
Robin M. Waldman's Merrill Lynch Experience August 2004 - January 2009
Job Financial Consultant, Fidelity Brokerage Services, LLC
Industry Financial Services
Experience
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

Jennifer Morrow Jennifer Morrow Greater Philadelphia Area Details
Jennifer Morrow's Merrill Lynch Experience May 2006 - March 2010
Job UX Designer at Ellucian
Industry Design
Experience
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

Kim Roach Kim Roach Greater Philadelphia Area Details
Kim Roach's Merrill Lynch Experience May 2006 - December 2007
Job Community Support Staff Manager at Community Options, Inc.
Industry Consumer Services
Experience
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

Ruben H. Torres Ruben H. Torres El Paso, Texas Area Details
Ruben H. Torres's Merrill Lynch Experience June 2003 - September 2004
Job Managing Principal at PDN Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
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

Jasper Arnold Jasper Arnold Frisco, Texas Details
Jasper Arnold's Merrill Lynch Experience February 2005 - April 2005
Job
Industry Information Technology and Services
Experience
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

Nancy Baranyi Nancy Baranyi Greater New York City Area Details
Nancy Baranyi's Merrill Lynch Experience January 2009 - April 2009
Job Mortgage Servicer at Aerotek Professional Services
Industry Staffing and Recruiting
Experience
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

Yuki Nakazato Yuki Nakazato Greater Seattle Area Details
Yuki Nakazato's Merrill Lynch Experience August 2010 - September 2010
Job Senior Financial Analyst at Amazon HQ
Industry Information Technology and Services
Experience
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.)

Joseph Errico Joseph Errico La Plume, Pennsylvania Details
Joseph Errico's Merrill Lynch Experience 1982 - 1985
Job General Manager at Sodexo
Industry Facilities Services
Experience
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

Denise A Sanchez Denise A Sanchez San Antonio, Texas Details
Denise A Sanchez's Merrill Lynch Experience August 2014 - Present
Job Merrill Lynch Client Associate
Industry Financial Services
Experience
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

Regina McCann Hess Regina McCann Hess Wayne, Pennsylvania Details
Regina McCann Hess's Merrill Lynch Experience September 1996 - August 2009
Job President at Forge Wealth Management, LLC
Industry Financial Services
Experience
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.)

Ash Hafez Ash Hafez Vero Beach, Florida Details
Ash Hafez's Merrill Lynch Experience January 2008 - May 2009
Job Entrepreneur, and Algorithmic Trader
Industry Financial Services
Experience
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

Frank Ruffing Frank Ruffing Washington D.C. Metro Area Details
Frank Ruffing's Merrill Lynch Experience April 2002 - July 2007
Job Vice President, Client Advisor, Medical Specialty Group, SunTrust Bank
Industry Financial Services
Experience
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

Kate (Barth) Moore Kate (Barth) Moore Kansas City, Missouri Area Details
Kate (Barth) Moore's Merrill Lynch Experience June 2008 - August 2008
Job Senior Equity Trader at Tradebot
Industry Capital Markets
Experience
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

Carlos E. Campbell Carlos E. Campbell San Antonio, Texas Details
Carlos E. Campbell's Merrill Lynch Experience May 2002 - November 2002
Job Vice President of Commercial Lending at Falcon International Bank
Industry Banking
Experience
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

Manny Murias, CCP, GRP Manny Murias, CCP, GRP Miami/Fort Lauderdale Area Details
Manny Murias, CCP, GRP's Merrill Lynch Experience May 1996 - November 1997
Job VP, Compensation, Payroll & HRMS Lennar Corporation
Industry Real Estate
Experience
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

Mariam Hernandez Mariam Hernandez Houston, Texas Area Details
Mariam Hernandez's Merrill Lynch Experience February 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Funmi Adeyinka Funmi Adeyinka San Antonio, Texas Details
Funmi Adeyinka's Merrill Lynch Experience February 2006 - June 2007
Job Investment Accountant at Argo Group US/Open for new opportunities
Industry Insurance
Experience
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

Vibha Patel (PMP) Vibha Patel (PMP) Greater Philadelphia Area Details
Vibha Patel (PMP)'s Merrill Lynch Experience December 1997 - September 2008
Job IT Sr. Project Lead at Title Resource Group
Industry Real Estate
Experience
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

Gayle Trame Gayle Trame Cincinnati Area Details
Gayle Trame's Merrill Lynch Experience June 1984 - November 1986
Job AccountantDiocesan Catholic Children's Home
Industry Nonprofit Organization Management
Experience
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

Laura Chiulli (Trimboli) Laura Chiulli (Trimboli) Greater New York City Area Details
Laura Chiulli (Trimboli)'s Merrill Lynch Experience February 2007 - February 2009
Job
Industry Marketing and Advertising
Experience
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

Brad Klein Brad Klein Beaumont/Port Arthur, Texas Area Details
Brad Klein's Merrill Lynch Experience December 1989 - January 2012
Job VicePresident Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
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

Geeta (Lakhiani) Verma Geeta (Lakhiani) Verma San Antonio, Texas Area Details
Geeta (Lakhiani) Verma's Merrill Lynch Experience May 2008 - January 2010
Job Account Executive for Fabric & Home Care at Procter & Gamble
Industry Consumer Goods
Experience
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

Diane Hogarty DeFalco Diane Hogarty DeFalco Greater New York City Area Details
Diane Hogarty DeFalco's Merrill Lynch Experience 2000 - 2002
Job Operations Manager at Present Company
Industry Marketing and Advertising
Experience
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

Shahin Momin Shahin Momin Houston, Texas Details
Shahin Momin's Merrill Lynch Experience January 2006 - December 2006
Job Entrepreneur
Industry Financial Services
Experience
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

Jennifer Sharpe, CRPC Jennifer Sharpe, CRPC Dallas/Fort Worth Area Details
Jennifer Sharpe, CRPC's Merrill Lynch Experience March 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 2012 - Present
UBS  November 2011 - March 2012
UBS  May 2011 - October 2011
UBS  January 2009 - April 2011
Granite Properties Of Texas   May 2006 - August 2008

Education
The University of Texas at San Antonio   2000 — 2004
B.A., Psychology

Thomas Ehid Thomas Ehid Greater New York City Area Details
Thomas Ehid's Merrill Lynch Experience September 1996 - March 2003
Job Principle Consultant at Verizon Business
Industry Information Technology and Services
Experience
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

Rebeca Quintanilla Rebeca Quintanilla Greater New York City Area Details
Rebeca Quintanilla's Merrill Lynch Experience 1991 - 1993
Job Partner at US/Mexico Energy Strategies, LLC
Industry Oil & Energy
Experience
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

Kathryn Hunteman Kathryn Hunteman Dallas/Fort Worth Area Details
Kathryn Hunteman's Merrill Lynch Experience May 2004 - July 2008
Job
Industry Investment Management
Experience
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

James Limmer James Limmer Houston, Texas Details
James Limmer's Merrill Lynch Experience December 2010 - January 2011
Job Consultant at Meridian Compensation Partners, LLC
Industry Management Consulting
Experience
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

Rafael Gutierrez Nieto Rafael Gutierrez Nieto Laredo, Texas Details
Rafael Gutierrez Nieto's Merrill Lynch Experience September 2005 - September 2011
Job Financial Advisor | CoFounder at Faro Investment Management
Industry Investment Management
Experience
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

Tonya Young Tonya Young Austin, Texas Details
Tonya Young's Merrill Lynch Experience January 2002 - June 2002
Job
Industry Renewables & Environment
Experience
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

Pat Tranbarger, CRPC Pat Tranbarger, CRPC San Antonio, Texas Area Details
Pat Tranbarger, CRPC's Merrill Lynch Experience January 2004 - May 2004
Job Suitability Analyst at USAA
Industry Financial Services
Experience
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

Amy Figueroa, CFA Amy Figueroa, CFA San Francisco Bay Area Details
Amy Figueroa, CFA's Merrill Lynch Experience July 1996 - July 1997
Job Vice President, Investor Relations at Aimmune Therapeutics, Inc.
Industry Biotechnology
Experience
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

Ben Beyer Ben Beyer San Antonio, Texas Area Details
Ben Beyer's Merrill Lynch Experience May 2007 - August 2009
Job Vice President, Finance at Howard Energy Partners
Industry Oil & Energy
Experience
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

Tammy Ferris Tammy Ferris Dallas/Fort Worth Area Details
Tammy Ferris's Merrill Lynch Experience November 2005 - Present
Job financial advisor at merrill lynch
Industry Capital Markets
Experience
Merrill Lynch   November 2005 - Present

Education
The University of Texas at Dallas   1988 — 1994

Dietrich Westbrooks Dietrich Westbrooks Houston, Texas Area Details
Dietrich Westbrooks's Merrill Lynch Experience 2011 - 2011
Job Director at Codetelligent
Industry Information Technology and Services
Experience
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

Thomas Hinds, CIMA® Thomas Hinds, CIMA® Greater Denver Area Details
Thomas Hinds, CIMA®'s Merrill Lynch Experience September 2002 - March 2006
Job Vice President, Regional Director at Goldman Sachs
Industry Financial Services
Experience
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

Roland Salluce Roland Salluce Greater New York City Area Details
Roland Salluce's Merrill Lynch Experience 1996 - 2001
Job Global Crisis Manager/Vice President at Citi
Industry Financial Services
Experience
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

Brandon White, CFA Brandon White, CFA Austin, Texas Details
Brandon White, CFA's Merrill Lynch Experience 2002 - 2005
Job President at Coyle Capital,LLC
Industry Investment Management
Experience
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

William Kneipher William Kneipher Greater New York City Area Details
William Kneipher's Merrill Lynch Experience June 1998 - September 2008
Job VP Infrastructure Delivery at Barclays
Industry Financial Services
Experience
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

Yvette Owens Yvette Owens Houston, Texas Area Details
Yvette Owens's Merrill Lynch Experience December 2007 - Present
Job Market Risk Director,Merrill Lynch Commodity
Industry Investment Banking
Experience
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

J Rene Garza J Rene Garza McAllen, Texas Area Details
J Rene Garza's Merrill Lynch Experience August 1977 - Present
Job VP Investments at Merrill Lynch
Industry Financial Services
Experience
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

Tom Vogt Tom Vogt Greater Atlanta Area Details
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

Elena Kuperman Elena Kuperman Dallas/Fort Worth Area Details
Elena Kuperman's Merrill Lynch Experience May 2009 - Present
Job The Calandro Group at Merrill Lynch
Industry Financial Services
Experience
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

Eric Shing Eric Shing Houston, Texas Area Details
Eric Shing's Merrill Lynch Experience June 2008 - August 2008
Job Consultant at EAG Services
Industry Management Consulting
Experience
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

Matthew Dakil Matthew Dakil Dallas/Fort Worth Area Details
Matthew Dakil's Merrill Lynch Experience May 2007 - August 2007
Job Fixed Income Sales & Trading
Industry Capital Markets
Experience
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

Libby Buckland Libby Buckland Greater New Orleans Area Details
Libby Buckland's Merrill Lynch Experience January 1988 - January 2012
Job Sr Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
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

Alan Fox Alan Fox Greater Los Angeles Area Details
Alan Fox's Merrill Lynch Experience 2003 - 2009
Job Member of the Board of Directors at Menlo Properties
Industry Real Estate
Experience
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

Amanda Knox Amanda Knox Houston, Texas Details
Amanda Knox's Merrill Lynch Experience 2005 - 2007
Job Trade Control Manager at Goldfinch Capital
Industry Oil & Energy
Experience
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

Rob Jacobi Rob Jacobi Greater Philadelphia Area Details
Rob Jacobi's Merrill Lynch Experience April 1999 - November 2003
Job Vice President, Bank Loan Operations at BlackRock
Industry Financial Services
Experience
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

Komal Parwani Komal Parwani Dallas/Fort Worth Area Details
Komal Parwani's Merrill Lynch Experience July 2008 - August 2008
Job Staff Auditor at Orth, Chakler, Murnane & Co., CPA's
Industry Accounting
Experience
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

Christopher Luce, CAP Christopher Luce, CAP Dallas/Fort Worth Area Details
Christopher Luce, CAP's Merrill Lynch Experience June 1995 - September 2004
Job Founder/Managing Principal at Five Stones Wealth Management, LLC
Industry Financial Services
Experience
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

Davis Paddock Davis Paddock Houston, Texas Area Details
Davis Paddock's Merrill Lynch Experience 1994 - 1996
Job Senior Equity Analyst at Invesco Ltd.
Industry Investment Management
Experience
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

Andrew Held Andrew Held Greater Seattle Area Details
Andrew Held's Merrill Lynch Experience June 1996 - November 2003
Job Market Director JP Morgan Securities LLC
Industry Financial Services
Experience
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

Doug Krawczynski Doug Krawczynski Dallas/Fort Worth Area Details
Doug Krawczynski's Merrill Lynch Experience 1999 - 2001
Job General Manager at Titan Services
Industry Computer Software
Experience
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

Aisha Morris Aisha Morris Greater New York City Area Details
Aisha Morris's Merrill Lynch Experience September 2008 - August 2009
Job MBA
Industry Investment Banking
Experience
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

Jena Sahyouni Jena Sahyouni Houston, Texas Details
Jena Sahyouni's Merrill Lynch Experience May 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Chang Fu Chang Fu San Francisco Bay Area Details
Chang Fu's Merrill Lynch Experience May 2006 - August 2006
Job Marketing at Breezeworks
Industry Marketing and Advertising
Experience
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

Mark Dulog Mark Dulog Dallas/Fort Worth Area Details
Mark Dulog's Merrill Lynch Experience January 2007 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
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

Donna Durant Donna Durant Greater Atlanta Area Details
Donna Durant's Merrill Lynch Experience August 1987 - April 2009
Job Investment Banking Professional
Industry Investment Banking
Experience
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

Ramiz Prasla Ramiz Prasla Houston, Texas Area Details
Ramiz Prasla's Merrill Lynch Experience June 2010 - August 2010
Job Financial Planning & Analysis
Industry Oil & Energy
Experience
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

Jackie Kuo Jackie Kuo Houston, Texas Details
Jackie Kuo's Merrill Lynch Experience September 2010 - May 2011
Job Advisory Associate at KPMG
Industry Management Consulting
Experience
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

Rafael Ramirez Rafael Ramirez New York, New York Details
Rafael Ramirez's Merrill Lynch Experience May 2008 - August 2008
Job Venture Capital and Private Equity
Industry Investment Management
Experience
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

Aparna Kuttuva Aparna Kuttuva Greater Philadelphia Area Details
Aparna Kuttuva's Merrill Lynch Experience January 2008 - January 2009
Job Technical Systems Analyst at Merrill Lynch/Bank of America
Industry Financial Services
Experience
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

Camille Pompei Camille Pompei Houston, Texas Details
Camille Pompei's Merrill Lynch Experience June 2010 - August 2010
Job Baker Botts L.L.P.
Industry Law Practice
Experience
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

Linda C. Landry, CFP®, AEP®, ChFC® Linda C. Landry, CFP®, AEP®, ChFC® Norfolk, Virginia Area Details
Linda C. Landry, CFP®, AEP®, ChFC®'s Merrill Lynch Experience 1983 - 1985
Job Senior Vice President, Senior Wealth Planner II at PNC Wealth Management
Industry Financial Services
Experience
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

Giordano Zuazo Giordano Zuazo Dallas/Fort Worth Area Details
Giordano Zuazo's Merrill Lynch Experience August 2009 - Present
Job Associate at Merrill Lynch
Industry Investment Management
Experience
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

Clyde Cross Clyde Cross United States Details
Clyde Cross's Merrill Lynch Experience 2008 - 2009
Job Real Estate Broker/Owner at Cross Realty
Industry Real Estate
Experience
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

LaSalle Vaughn LaSalle Vaughn San Antonio, Texas Area Details
LaSalle Vaughn's Merrill Lynch Experience December 2001 - March 2004
Job Executive Director Marketing Compliance at USAA
Industry Financial Services
Experience
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

Thomas Jerome Thomas Jerome Greater New York City Area Details
Thomas Jerome's Merrill Lynch Experience May 1986 - April 1989
Job Sr. Client Services Specialist at Mutual of America
Industry Financial Services
Experience
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

Kevin Tehan Kevin Tehan Dallas, Texas Details
Kevin Tehan's Merrill Lynch Experience August 2015 - Present
Job Global Wealth and Investment Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2015 - Present

Education
The University of Texas at Dallas
Bachelor’s Degree, Economics

Christopher Spinden Christopher Spinden Greater Philadelphia Area Details
Christopher Spinden's Merrill Lynch Experience October 1998 - April 2009
Job Enterprise Data Architect @ ACE Group
Industry Computer Software
Experience
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

Noor Al Sharif Noor Al Sharif Greater New York City Area Details
Noor Al Sharif's Merrill Lynch Experience July 2012 - Present
Job Sales & Trading Analyst at Merrill Lynch
Industry Financial Services
Experience
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

Jorge Ruiz, MBA CLTC Jorge Ruiz, MBA CLTC El Paso, Texas Area Details
Jorge Ruiz, MBA CLTC's Merrill Lynch Experience April 2010 - December 2010
Job Financial Representative at Nortwestern Mutual Financial Network
Industry Financial Services
Experience
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

Dallas Griffin Dallas Griffin Dallas, Texas Details
Dallas Griffin's Merrill Lynch Experience January 2010 - May 2010
Job Onboarding Analyst at J.P. Morgan
Industry Financial Services
Experience
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

Ahila Pandian, M.E, PMP Ahila Pandian, M.E, PMP Greater New York City Area Details
Ahila Pandian, M.E, PMP's Merrill Lynch Experience April 2003 - September 2008
Job Assistant Vice President at Bank of America Merrill Lynch, Pennington, New Jersey, USA
Industry Financial Services
Experience
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

Josh Colvin Josh Colvin Comfort, Texas Details
Josh Colvin's Merrill Lynch Experience December 2003 - March 2007
Job Office Manager at Irby Construction Co.
Industry Construction
Experience
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

Joseph Fritts Joseph Fritts Houston, Texas Details
Joseph Fritts's Merrill Lynch Experience February 2015 - Present
Job Wealth Management
Industry Military
Experience
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

Eric Townsend Eric Townsend Chicago, Illinois Details
Eric Townsend's Merrill Lynch Experience August 2013 - Present
Job
Industry Financial Services
Experience
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

Rob Sigler Rob Sigler San Francisco, California Details
Rob Sigler's Merrill Lynch Experience March 2006 - March 2009
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
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

Alexander Wiseman Alexander Wiseman Saint Marys, Kansas Details
Alexander Wiseman's Merrill Lynch Experience May 2004 - August 2006
Job Priest at FSSPX
Industry Religious Institutions
Experience
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

Theresa Dillard Theresa Dillard Dallas, Texas Details
Theresa Dillard's Merrill Lynch Experience September 1983 - Present
Job Senior VicePresident at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

George Ackert George Ackert Bernardsville, New Jersey Details
George Ackert's Merrill Lynch Experience 1997 - 2009
Job Senior Managing Director at Evercore Partners
Industry Investment Banking
Experience
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

Mark Menendez Mark Menendez San Antonio, Texas Details
Mark Menendez's Merrill Lynch Experience October 2006 - October 2010
Job Private bank financial advisor at BBVA Compass
Industry Financial Services
Experience
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

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Scott Davidoff Scott Davidoff Plano, Texas Details
Scott Davidoff's Merrill Lynch Experience August 1997 - February 2009
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

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