Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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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
AT&T June 2008 - Present
Accenture October 2006 - December 2007
Gamebox de Mexico December 2003 - October 2006
Merrill Lynch August 2002 - November 2003
Flextronics International November 1999 - August 2000
Skills
MS Office Suite, Windows, myProcurment, Lotus Notes, MS Project, Visio, Ariba, SAP, Emptoris, Oracle, ePro, Outlook, Mobile Applications, Handsets, Apps, International..., Software Technology, International Business..., Contract Documentation, Bid Process Management, Legal Documents, Investor Reporting, Legal Agreements, Purchasing Negotiations, Financial Review, Business Reviews, Market Insights, Product Structuring, Strategic Reviews, Business Case..., Bid Support, Media Evaluation, Mobile Services, Wireless Services, eSourcing, E-procurement, Supplier Diversity, Procurement, Spend Analysis, Cost Savings Initiatives, Content Licensing, Services Agreements, Non-disclosure..., Clean Sheet, Service Level Agreements, Mobile Communications, Wireless, Licensing, Business Case, Software
Education
St. Mary’s University - Bill Greehey School of Business 2003 — 2005
MBA, International Business
University of Innsbruck 2004 — 2004
MBA, International Business
Trinity University 1999 — 2003
B.S., International Business/Marketing
EPG January 1998 - Present
Scudder Investments 1993 - 1996
Merrill Lynch 1986 - 1993
Skills
Portfolio Management, Asset Management, Investments, Bonds, Fixed Income, Equities, Derivatives, Financial Modeling, Financial Analysis, Hedge Funds, Banking, Capital Markets
Education
Tufts University 1969 — 1973
BA, Mathematics
University of Colorado Boulder 1980 — 1981
Master of Business Administration (MBA), Finance
Logica February 2012 - Present
Merrill Lynch July 2005 - December 2011
Software Architects, Inc. (now Sogeti) May 2000 - July 2005
Technomation Systems February 1999 - May 2000
Keane June 1996 - January 1999
Tsinghua University July 1986 - March 1991
Skills
.NET, C#, Java, XML, TIBCO RV/EMS, PostgreSQL, SOA, Electronic Trading, Strategic Planning, Performance Management, Agile Methodologies, Commodity Markets, Microsoft SQL Server, Project Management, Payments, Product Management, Team Building, Budgeting, Commodity Trading, Commodity Risk..., Exotic Derivatives, JavaScript, node.js, NoSQL, MongoDB, CouchBase, MapReduce, C/C++, JQuery, Python, Ømq, Ruby on Rails, Oracle, MySQL, Nginx, OO, Design Patterns, REST, WCF, Amazon Web Services, Cloud Computing, SVN, GIT, SCADA, Software Development, SDLC, Trading, FX Options, Enterprise Software
Education
University of Maine 1991 — 1995
PhD, Chemical Engineering
Tsinghua University 1981 — 1986
BEng, Chemical Engineering
Merrill Lynch July 2008 - Present
UBS June 2007 - July 2008
State Street June 2006 - June 2007
Skills
Series 7, Mutual Funds, Investments, Securities, Equities, Fixed Income, Hedge Funds, Asset Management, Estate Planning, Data Analysis, Microsoft Excel, Microsoft Office, Research, Project Management, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Public Speaking, Uniform Combined State...
Education
Tufts University 2002 — 2006
BA, Economics & International Relations
Dana Hall 1998 — 2002
Merrill Lynch June 1991 - Present
Skills
Series 7, Fixed Income, Series 63, Wealth Management, Equities, Mutual Funds, Bloomberg, Retirement Planning, Securities, Portfolio Management, Alternative Investments, Capital Markets, Hedge Funds, Asset Management
Education
Truman State University
SunTrust Robinson Humphrey 2010 - Present
Houlihan Lokey 2007 - 2010
Merrill Lynch 2003 - 2005
Cincinnati Reds 2000 - 2003
Colorado Rockies 2000 - 2000
Boston Red Sox 1997 - 2000
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
Master of Business Administration (M.B.A.)
Tufts University 1993 — 1997
Bachelor's Degree
Lee, Nolan & Koroghlian, LLC September 2014 - Present
Northwestern Mutual July 2010 - August 2014
Northwestern Mutual Life October 2006 - August 2010
Stanton Co. 1992 - 1994
Professional Information Management 1990 - 1992
Institute for International Research 1989 - 1990
The Richman Group 1988 - 1989
Merrill Lynch 1984 - 1988
Skills
Disability Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Employee Benefits, Group Insurance, Marketing
Education
Trinity University-Washington 1979 — 1983
BA, History, Poli Sci
Connecticut Republicans June 2015 - Present
Donation Rivals July 2011 - Present
Americans for Prosperity August 2011 - January 2013
Schiff for Senate 2010 - 2010
Merrill Lynch 2007 - 2010
CTGOP 2004 - 2008
CTGOP 2004 - 2008
Skills
Campaigns, Fundraising, Nonprofits, Public Speaking, Marketing, Leadership, Strategic Planning, Social Media, Social Media Marketing, Media Relations, Public Policy, Strategic Communications, Social Networking, Public Relations, Community Outreach, Event Management, Strategic Partnerships, Editing, Marketing Communications, Sales, Press Releases, Marketing Strategy, Event Planning, Start-ups, Political Campaigns, Politics, Blogging, Political Communication, Policy Analysis, Grassroots Organizing, Political Consulting
Education
Trinity College-Hartford 1998 — 2002
BA, Histroy
Trinity College-Hartford 1997 — 2002
Financial Industry Regulatory Authority (FINRA) May 2014 - Present
Wolf Haldenstein Adler Freeman & Herz LLP May 2011 - May 2014
JP Morgan Chase (CISC division) September 2008 - April 2011
Merrill Lynch June 2007 - September 2008
Weiss Arbitrage / Gargoyle Strategic Investments 1999 - 2007
Law Offices of Alan D. Weiss 1994 - 1998
Skills
Investments, Securities Regulation, Options, Securities, Retirement, Hedge Funds, Class Actions, Mergers & Acquisitions, Wealth, Equities, Series 7
Education
University of Miami School of Law 1990 — 1993
J.D., Law
Tufts University 1985 — 1988
M.A., Economics
Tufts University 1981 — 1985
B.A., Economics
AOL Inc. 1999 - Present
Merrill Lynch 1995 - 1998
US Navy 1969 - 1991
Skills
Call Center, Program Management, Customer Experience, Project Management, Cross-functional Team..., Analytics, Management, Process Improvement, Strategic Planning, Business Process..., Customer Service, Call Centers, Leadership, Risk Management, Project Planning, Training, Marketing, Customer Satisfaction, CRM, Team Leadership, Strategy, Team Management
Education
Troy University 1990 — 1992
MSM, Management
USAA April 2009 - Present
US Army May 1985 - January 2014
Merrill Lynch November 2004 - April 2009
UBS Wealth Management November 2003 - November 2004
Cintas April 1996 - November 2003
Education
US Army War College 2010 — 2012
Master of Science (MS), Strategic Studies
Troy University 1990 — 1992
MBA, Management Information Systems
United States Military Academy at West Point 1981 — 1985
BS, Computer Science
Merrill Lynch July 2007 - Present
Bank of the West 2004 - 2007
Skills
Customer Service, Finance, Financial Advisory, Financial Analysis, Leadership, Management, Personal Finance, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Planning, Wealth Management, Wealth Management...
Education
Truman State University 1999 — 2003
Business, Finance
Merrill Lynch August 2014 - Present
Merrill Lynch June 2010 - July 2014
Merrill Lynch August 2009 - June 2010
Tiger Financial Services Ltd June 2008 - August 2009
Boston University January 2007 - May 2007
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Retirement Planning, Financial Services, Financial Planning, Equities, Banking, CRPS, Series 63, Portfolio Performance..., College Education..., Investment Advisory, Mutual Funds, Investment Strategies
Education
Tufts University 2003 — 2007
Bachelor's degree, Archaeology, English, Cum Laude graduate
Long Beach Polytechnic High School 1999 — 2003
high school diploma
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase June 2013 - Present
Groundwork Somerville June 2012 - August 2012
Merrill Lynch June 2011 - July 2011
Skills
Project Management, Data Analysis, Microsoft Office, Stata, Team Leadership, Spanish, Modeling, Microsoft Excel, Strategy, PowerPoint, Policy Analysis, Statistics, International Relations, Editing
Education
Tufts University 2009 — 2013
Economics
Universidad de Chile 2011 — 2011
Economía
AQR Capital Management June 2015 - Present
J.P. Morgan May 2014 - June 2015
J.P. Morgan 2013 - August 2013
Merrill Lynch May 2012 - November 2012
Skills
Financial Analysis, Chinese, Microsoft Excel, Public Speaking, Market Research, Finance, Economics, Management, Analysis, Research, Financial Modeling, Investments, PowerPoint, Social Media
Education
Tufts University 2010 — 2014
Bachelor's degree, International Relations with a Concentration in International Finance. Mandarin Chinese focus.
McQuaid Jesuit 2004 — 2010
Peoples Securities January 2013 - Present
Waddell & Reed Financial Advisors October 2011 - December 2012
Merrill Lynch January 2009 - October 2011
Bank of America December 2002 - January 2009
Smith Barney December 2000 - December 2002
Merrill Lynch June 1998 - December 2000
Skills
Financial Advisory, Estate Planning, Investment Strategies, Corporate Lending, 401k Rollovers, Life Insurance, Health Insurance, Variable Annuities, Fixed Annuities, Retirement Plan..., Public Speaking, Event Planning, Event Management, Team Building, Team Management, Client Development, Client Education, Marketing Strategy, Strategic Planning, Financial Markets
Education
Trinity College-Hartford 1994 — 1998
Bachelor of Arts, Economics
Wethersfield High Scool 1991 — 1994
CIT July 2012 - April 2014
Travelers June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Travelers June 2010 - August 2010
Skills
Valuation, Investment Banking, Capital Markets, Financial Modeling, Leveraged Finance, Comparable Analysis, Financial Analysis, LBO, Series 7, Series 63, Series 79, Mergers & Acquisitions
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science (BS), Economics
Berlin High School 2004 — 2008
Allied Minds, Inc. May 2013 - December 2013
Blue Ocean Equity Partners October 2012 - May 2013
Tufts Financial Group September 2010 - November 2012
Mumbai Angels June 2012 - August 2012
Merrill Lynch September 2011 - November 2011
Old Hill Partners May 2011 - September 2011
Education
Tufts University 2010 — 2014
Rutgers Preparatory School
Merrill Lynch June 2014 - Present
Franklin Templeton Investments June 2013 - June 2014
Franklin Templeton Investments October 2012 - June 2013
Nordstrom February 2012 - September 2012
Nordstrom June 2011 - February 2012
RSVP Publications May 2009 - October 2011
Ann Taylor March 2011 - June 2011
CCN TV6 September 2010 - December 2010
Webster Theater October 2009 - May 2010
Starbucks Coffee Company March 2008 - November 2009
Skills
Communication, Microsoft Word, Wordpress, Microsoft Excel, PowerPoint, Report Writing, Writing, Talking, Sales, Retail Sales, Research, Market Research, Fashion, WordPress, Event Planning, Social Networking, Facebook, Social Media Marketing, Editing, Leadership, Marketing, Microsoft Office
Education
University of the West Indies, St. Augustine Campus 2010 — 2011
Bachelor of Arts (B.A.), History
Trinity 2006 — 2011
Bachelor of Arts (B.A.), History
Trinity College 2006 — 2011
Bachelor of Arts, History
Trinity College-Hartford 2006 — 2011
Bachelor of Arts (B.A.), History
Tampa Prep
Merrill Lynch December 2014 - Present
Merrill Lynch November 2013 - December 2014
Ytterberg Deery Knull LLP May 2012 - June 2012
Morgan Stanley Smith Barney July 2011 - August 2011
Eleni's New York May 2011 - June 2011
M.D. Fox Elementary School January 2010 - May 2010
Skills
Marketing, Editing, Market Research, Microsoft Excel, Microsoft Office, Data Analysis, Web Project Management, Wealth Preservation..., Multi-generational..., HTML, PowerPoint, Legal Research, French
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Legal Studies Minor
Trinity-in-Paris 2011 — 2011
Political Science, French Language and Culture
St. John's School 1996 — 2009
High School, Graduate
Oceanwide July 2015 - Present
Merrill Lynch April 2013 - July 2015
LUCA International Group 2012 - 2013
Pacific Rim Capital 2012 - 2012
Baochuan Capital Management 2011 - 2012
Heller Manus Inc. 2009 - 2011
SmithGroup Inc. 2007 - 2009
Wallace Roberts & Todd, LLC 2005 - 2007
EDSA 2002 - 2004
Skills
LEED AP, Design Research, Sustainability, Sustainable Design, Chartered Financial..., Valuation, Financial Planning, Global Wealth Management, Real Estate Investment, Oil & Gas Investment, Financial Analysis, CFA Level II Candidate, Business Development, Fundraising, EB-5 Immigrant Investor..., Competitive Strategy, Negotiation, Investment Advisory, Asset Management, Financial Modeling, Finance, Due Diligence, Business Strategy, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Berkeley
Master
Tsinghua University
Bachelor
Bradley, Foster & Sargent, Inc. July 2013 - Present
Janney Montgomery Scott October 2006 - July 2013
Phoenix Companies February 1997 - October 2006
Conning & Company October 1993 - February 1997
CIGNA August 1990 - October 1993
Conning & Company June 1985 - August 1990
Merrill Lynch January 1977 - June 1985
Skills
Securities, Investments, ETFs, FINRA, Asset Managment, Equity Trading, Investment Management
Education
Trinity College-Hartford 2005 — 2009
MA, History
Vermont College of Norwich University 1983 — 1986
BA, American History
Grand Junction Visitor & Convention Bureau March 2013 - Present
Merrill Lynch September 2011 - February 2013
Edward Jones August 2000 - April 2011
Wichita Baseball Inc March 1998 - September 2000
Skills
Marketing, Advertising, Sponsorship, Management, Series 7, Retirement Planning, Securities, Customer Service, Investments, Event Planning, Sports Marketing, Asset Allocation, FINRA, Mutual Funds, Strategic Planning, Uniform Combined State..., Leadership, Series 63, Marketing Strategy, Community Relations
Education
Wichita State University 1996 — 1998
Master's of Education, Sports Administration
Truman State University 1991 — 1995
Bachelor of Science, Exercise Science
Strategas Research Partners November 2006 - Present
Merrill Lynch November 2004 - November 2006
FTN Financial April 2004 - November 2004
Education
Trinity University 1999 — 2003
Bachelor of Arts, Economics
SCG-Retail, LLC July 2012 - Present
Acadia Realty Trust June 2011 - August 2011
InnoCentive Inc. September 2010 - December 2010
Win Properties, Inc May 2010 - August 2010
Platinum Rye Entertainment June 2009 - August 2009
Merrill Lynch September 2005 - June 2007
Skills
Social Media, Market Research, Microsoft Office, Marketing Strategy, PowerPoint, Marketing, Competitive Analysis, Retail
Education
Tufts University 2008 — 2012
B.A., Psychology and Entrepreneurial Leadership with a focus in business/sales and marketing
AIG March 2015 - Present
AIG Investments February 2014 - Present
AIG June 2007 - March 2014
Morgan Stanley June 2006 - August 2006
Merrill Lynch July 2005 - August 2005
Skills
M&A experience, Financial Analysis, Equity Offerings, Divestitures, Strategic Planning, Financial Modeling, Restructuring, Debt Restructuring, Business Strategy, Board Presentations, Management Presentations, Valuation, Entrepreneurship, Mergers & Acquisitions, Due Diligence
Education
Tufts University 2004 — 2008
BA, Economics, Entrepreneurial Leadership (School of Engineering)
UBS Financial Services November 2012 - Present
Cincinnati Children's Hospital Medical Center 1989 - Present
Merrill Lynch June 1967 - November 2012
US Navy July 1963 - June 1967
Education
Trinity College-Hartford 1959 — 1963
Bachelor of Arts (B.A.), English
The Asheville School 1955 — 1959
Metamarkets July 2013 - Present
Google January 2012 - July 2013
Admeld January 2009 - January 2012
KickApps February 2007 - January 2009
The New Republic 2003 - 2004
Games Media Properties, A William Morris Company 2002 - 2003
itraffic (an Agency.com company) 2000 - 2002
Merrill Lynch 1999 - 2000
Skills
Product Marketing, Public Relations, Marketing Communications, Advertising, Display Advertising, Product Management, Online Advertising, Digital Strategy, Marketing, DoubleClick, Mobile Marketing, Marketing Strategy, Digital Marketing, Strategic Partnerships, Digital Media
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA, General Management
Tufts University 1995 — 1999
BA, History, English
Merrill Lynch August 2013 - Present
Brown Brothers Harriman June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Credit Tenant Capital, LLC June 2010 - August 2010
Skills
Financial Risk, Risk Management, Financial Modeling
Education
Tufts University 2009 — 2013
Bachelor's Degree, Quantitative Economics
Hingham High School 2005 — 2009
ICONIQ Capital November 2014 - Present
Cambridge Associates July 2013 - November 2014
Barclays Wealth July 2011 - August 2011
Barclays Capital June 2011 - July 2011
Merrill Lynch June 2011 - June 2011
BNP Paribas June 2010 - August 2010
Skills
Spanish, Bloomberg Terminal, Microsoft Office, French, Microsoft Excel, Mandarin, Excel, Visual Basic, Adobe Creative Suite, Microsoft Access, Basic Arabic, Basic Mandarin
Education
Tufts University 2009 — 2013
BA, International Relations and Economics
Princeton Day School 2004 — 2009
High School
International School of Monaco 2001 — 2004
IB-MYP
Merrill Lynch March 2008 - February 2014
Contintal Biomass Industries (CBI) March 2003 - December 2007
Sanitec Inc. December 1990 - January 2003
Sanitec 1986 - 2000
Skills
Portfolio Management, Socially Responsible..., Asset Management, Retirement, Investments, Asset Managment, Investment Strategies, Mutual Funds, Uniform Combined State..., Asset Allocation, Finance, Financial Advisory, Leadership, Management, Series 7, Retirement Planning, Financial Analysis, Business Development, 529 Plans, Strategic Financial..., Series 63, Estate Planning, Wealth Management, ETFs, Securities, 401k, Sales, Alternative Investments
Education
Tufts University 1967 — 1971
Bachelor's degree, Political Science and Government
Tufts University 1967 — 1971
B.A, Political Science
Senior Contributor and Adviser on Messaging Strategies May 2012 - Present
Dale E. Peterson Vacations and Property Management June 2013 - September 2014
PwC November 2011 - April 2012
Merrill Lynch February 2008 - December 2011
HP November 2007 - January 2008
Bank of America April 2007 - September 2007
EverBank January 2003 - April 2007
Fidelity National Alltel January 2002 - February 2003
Aetna / Prudential Insurance August 1997 - September 2001
Various Organizations from 1981 December 1981 - August 1997
Skills
Visio, Data Center, ITIL, SharePoint, Integration, Unix, SQL Server, Server Architecture, MS Project, Security, IT Management, Data Warehousing, SQL, Architecture, Solaris, Databases, Requirements Analysis, Business Analysis, Process Improvement, IT Strategy, Program Management, Vendor Management, Compliance, Disaster Recovery, SDLC, SOA, Solution Design, Windows, Application Development, VMware, Software Development, IT Governance, System Administration, Performance Tuning, Virtualization, Cloud Computing, Enterprise Architecture, Process Engineering, ERP, Project Planning, Software Project..., Change Management, Operating Systems, Business Intelligence, ETL, Software Documentation, Oracle, Business Continuity, High Availability, Servers
Education
Troy University 1990 — 1992
BS
NYU Stern School of Business August 2014 - Present
Diageo June 2015 - August 2015
Red's All Natural, LLC June 2009 - August 2013
Pinnacle Associates June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
New Canaan Public Schools June 2006 - August 2006
Skills
Social Media, Digital Marketing, Strategy, Marketing, Marketing Strategy, Social Media Marketing, Market Research, Research, Strategic Planning, Competitive Analysis, Entrepreneurship, Start-ups
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2005 — 2009
BA, Economics
Morgan Stanley Wealth Management July 2013 - Present
SEAL Patrol August 2011 - October 2011
Merrill Lynch 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2007
Harvard University 2006 - 2006
Skills
Finance, Risk Management, Financial Advisory, Investments, Wealth Management..., Financial Modeling, Asset Management, Financial Analysis, Valuation, Asset Allocation, Series 7, Equities, Series 66, Start-ups, 529 Plans, IRAs, ETFs, Entrepreneurship, Separately Managed..., Financial Services, Investment Advisory, Venture Capital, Insurance, Securities, Mutual Funds, Alternative Investments
Education
Trinity College-Hartford
St. Mark's School
Citi May 2012 - October 2013
Citi October 2011 - May 2012
Merrill Lynch September 2010 - September 2011
Merrill Lynch September 2008 - September 2010
Merrill Lynch December 2007 - September 2008
JPMorgan Chase June 2005 - December 2007
JPMorgan Chase May 2004 - June 2005
Skills
SQL, VBA, Access Database, Microsoft Excel, Risk Management, Access, Analysis, Process Improvement, Finance, Financial Services, Management, Auditing, CRM, Quality Assurance, SDLC
Education
Tufts University 1989 — 1993
BFA, Art History, Photography
Bain & Company October 2011 - Present
Merrill Lynch February 2007 - May 2009
Commerce Capital Markets July 2004 - February 2007
Skills
Financial Modeling, Healthcare, Structured Finance, Management Consulting, Strategic Consulting, Valuation, Emerging Markets, Corporate Development, Private Equity, Due Diligence, Venture Capital
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Health Care Management and Strategy
Tufts University 2000 — 2004
BA, Economics, International Relations, Spanish
University of Oxford 2002 — 2003
Exchange, Economics & Management
Phillips Academy Andover 1996 — 2000
HS
Airrosti Rehab Centers August 2013 - May 2015
Airrosti Rehab Centers January 2013 - August 2014
Airrosti Rehab Centers December 2009 - January 2013
Airrosti Rehab Centers April 2009 - December 2009
Merrill Lynch June 2007 - December 2008
JP Morgan Chase January 2007 - June 2007
Countrywide Home Loans August 2005 - December 2006
Skills
Employee Benefits, Strategic Planning, Insurance, Healthcare, Budgeting, Employee Relations, Public Speaking, Social Media, Social Media..., Customer Relations, Customer Service, Fitness, Fitness Training, Fitness Instruction, Content Development, Budgets, Management, Event Planning, Marketing, Sales, Sales Management, Coaching, Marketing Strategy, Contract Negotiation
Education
Trinity University 1999 — 2003
BS in Business Administration, Concentration in Finance with minor in Economics
BBVA Compass March 2014 - June 2015
BBVA Compass April 2011 - March 2014
Merrill Lynch November 2009 - April 2011
Wachovia, A Wells Fargo Company March 1999 - November 2009
Skills
Mortgage Lending, Banking, Insurance, Fundraising, Retirement Planning, Real Estate, Investments, Small Business, Estate Planning, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Consumer Lending, Finance, Loan Origination
Education
Troy University
MBA
Janus Administrative Solutions, Inc. June 2012 - Present
Eos Group, Inc. 2009 - Present
Prizm Group, Inc. September 2006 - September 2009
Merrill Lynch May 2004 - August 2006
Alico, Inc September 1990 - April 2004
Skills
Formation & Management..., Financial Planning, Strategic Planning, Contract Negotiation, Budgeting, SEC reporting
Education
University of Colorado at Denver 2008 — 2009
Troy University 1975 — 1979
BS Business Administration & Accounting, Finance & Accounting
Merrill Lynch May 2015 - Present
Key Bank November 2011 - May 2015
HSBC Retail Banking and Wealth Management March 2009 - October 2011
Skills
Financial Services Sales, Loans, Retail Banking, Commercial Banking, Mortgage Lending, Credit, Cross Selling, Loan Origination, Consumer Lending, Relationship Management, Banking, Financial Analysis, Commercial Lending, Portfolio Management
Education
Lawrenceville
Trinity University
Bachelor of Science (BS), Philosophy and Political Science
Bank of America April 2014 - Present
Merrill Lynch May 2013 - April 2014
mcgarrybowen November 2011 - May 2013
Womenkind September 2010 - October 2011
Skills
Advertising, Social Media, Social Media Marketing, Integrated Marketing, Strategy, Marketing Strategy, Direct Marketing, Digital Strategy, Marketing Communications, Content Strategy, Business Strategy, Marketing, Digital Marketing, Brand Development, Online Advertising
Education
Tufts University 2006 — 2010
BA, Women's Studies, Art History
The Chapin School 2002 — 2006
UBS Wealth Management January 2009 - Present
Partnership to Reduce Cancer in Rhode Island September 2013 - Present
Kent Hospital Foundation August 2013 - Present
RI Coalition Against Domestic Violence January 2013 - Present
Sargent Rehabilitation Center January 1998 - Present
American Cancer Society December 2006 - November 2012
Oncology Nursing Society July 2006 - July 2012
Merrill Lynch October 1999 - January 2009
Bank Boston (RI Hospital Trust) Private Bank April 1982 - October 1999
Education
Trinity University 1971 — 1975
BA, Speech and Drama
University of California, Los Angeles 1974 — 1974
Communications
Eastwood High School 1968 — 1971
The Center for Wealth Preservation 2009 - Present
Credit Suisse 2005 - 2009
Merrill Lynch 1998 - 2005
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Strategic Management & Finance
Tufts University 1985 — 1989
BS, Magna Cum Laude, Clinical Psychology
UC Berkeley March 2015 - Present
CICC May 2010 - April 2015
Bain & Company September 2009 - May 2010
Merrill Lynch January 2009 - May 2010
PwC May 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Chartered Financial..., Business Intelligence, Valuation, Investment Banking, Corporate Finance, Bloomberg, Private Equity, Equity Research, Capital Markets, Bloomberg Terminal, Due Diligence, Equities, DCF, Mandarin, Venture Capital
Education
University of California, Berkeley 2015 — 2016
Master of Engineering (MEng)
Tsinghua University 2006 — 2010
Bachelor of Business Administration (BBA), Finance
TriMotion Films (Steve Guttenberg's Production Company) September 2014 - Present
Barry Katz Entertainment August 2015 - Present
Twentieth Century Fox July 2014 - August 2015
Twentieth Century Fox July 2013 - September 2014
21st Century Fox June 2012 - January 2013
Windward Advisors LLC February 2012 - May 2012
Merrill Lynch June 2008 - January 2009
Education
UCLA Extension 2015 — 2017
Business and Management of Entertainment Certificate
University of Richmond 2009 — 2013
BSBA, Finance & Economics; Minor in Chinese
Tsinghua University 2011 — 2011
Study Abroad, Chinese Language and Culture
Chaminade High School 2005 — 2009
High School Diploma
Capgemini January 2014 - Present
Capgemini July 2012 - Present
Merrill Lynch June 2011 - August 2011
Hercules Offshore June 2010 - August 2010
Skills
SAP FICO, SAP PS, Consulting, Business Process, Integration, Data Analysis, Microsoft Word, Requirements Gathering, Team Leadership, Testing, SAP, Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint
Education
Trinity University 2008 — 2012
Bachelor of Science (BS), Finance, General
St. Thomas High School 2004 — 2008
Balance Wealth Advisors - Franchise of Ameriprise Financial Services, Inc. May 2015 - Present
CCO Investments February 2013 - February 2015
Merrill Lynch May 2010 - November 2012
Morgan Stanley Smith Barney January 2008 - May 2010
Beati Associates January 1997 - January 2008
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Mutual Funds, Retirement, Investments, Series 65, Strategic Financial..., Investment Strategies, IRAs, Alternative Investments, Financial Advisory, Estate Planning, Fixed Annuities, Securities, Financial Planning, Finance
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Science (BS), Biology
Lowell High School 1976 — 1979
Ralph Pucci International July 2013 - Present
Deutsche Bank June 2012 - August 2012
York Capital Management June 2011 - August 2011
York Capital Management June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brunswick School 2006 — 2009
Wells Fargo Advisors May 2015 - Present
BB&T January 2013 - June 2015
Morgan Stanley Smith Barney December 2004 - May 2011
Compass Brokerage 1996 - 2004
Troy University 1993 - 1996
State of Alabama 1991 - 1993
Merrill Lynch 1981 - 1991
Education
Troy University 1993 — 1996
BS, Business Management
YMCA of Greater Boston January 2014 - May 2015
Merrill Lynch August 2011 - September 2013
Museum of Fine Arts, Boston November 2012 - April 2013
University of New Orleans September 2006 - December 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Retail, Data Entry, POS, Organization &..., Multitasking Skills, PeopleSoft, Collaboration, Empathy, Compassion, Program Management, Research, Fundraising, Community Outreach, PowerPoint, Public Speaking, Time Management
Education
Tufts University 2015 — 2016
Certificate, Museum Studies
University of North Florida 2008 — 2010
Bachelor of Arts (B.A.), Sociology and Anthropology
University of New Orleans 2006 — 2007
Tufts University
Museum Studies Certificate Program
Bank of America Merrill Lynch February 2015 - Present
First Niagara Bank March 2014 - February 2015
Merrill Lynch June 2012 - July 2013
Prudential Financial November 2011 - June 2012
Hydraulic & Offshore Supplies July 2009 - August 2009
Tufts Financial Group January 2008 - 2009
Subway Restaurant August 2004 - July 2008
International Club September 2007 - May 2008
Freshman Class September 2007 - May 2008
Skills
Research, Budgets, Business, Investments, Policy Analysis, Entrepreneurship, Analysis, Public Speaking, Microsoft Excel, Market Research, PowerPoint, Salesforce.com, Marketing, Strategic Planning, Social Media, Microsoft Office, Business Planning, Financial Analysis, Finance, Series 7, Time Management, Customer Service, Asset Management, Banking
Education
Tufts University 2008 — 2011
BAS, International relations
American International College 2007 — 2008
International Business
CSC January 2015 - Present
Merrill Lynch August 2014 - December 2014
Black Knight Financial Services November 2012 - July 2014
SSE April 2011 - October 2012
Carolina Casualty Insurance Group, LLC October 2010 - March 2011
Crowley Maritime 2007 - September 2010
Nelnet 2007 - 2007
Covenant Hospice June 2003 - July 2006
FIS 2006 - 2006
L-3 Communications January 2002 - June 2003
Skills
Business Process..., Business Process Mapping, Use Case Diagrams, Problem Analysis, Visio, Data Modeling, Software Project..., MS Project, RFP, SOW, Technical Presentations, Microsoft SQL Server, Software Implementation, CRM, Agile Methodologies, Microsoft Office, Building Relationships, Budgets, Prioritisation, Learning Management..., JAD, Learning Management, Business Analysis, Contract Negotiation, PowerPoint, Relationship Development, Product Development, Product Management, Healthcare Information..., Supply Chain Management, Business Intelligence, Strategic Communications, Group Presentations, Budget Management, New Hire Training, IT Governance, Online Backup, Remote Assistance, PowerPoint skills, Camtasia, Collaborative Leadership, Corporate Communications, Software Implementation..., One On One, Supply Chain..., ITIL Process, Microsoft Project, Salesforce Experience, Feasibility Studies, Team Foundation Server...
Education
Troy University 2004 — 2006
M.S.M, Management
University of West Florida 1993 — 1996
B.A., Psychology
National Basketball Players Association December 2014 - Present
The Hammerstone Group October 2012 - December 2014
Merrill Lynch May 2012 - October 2012
Pisco Sin Fronteras January 2009 - March 2010
Skills
Sales, Salesforce.com, Tableau, Microsoft Excel, Spanish, Financial Analysis, Foreign Languages, Bloomberg Terminal
Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
The Hotchkiss School 2004 — 2007
Merrill Lynch June 2011 - Present
Goldman Sachs October 2006 - May 2011
Bank of America June 2005 - September 2006
Education
University of Pennsylvania 2002 — 2005
Bachelor of Arts (B.A.), Economics and political science
Tufts University 2001 — 2002
Sonos, Inc. December 2013 - Present
www.vibewithit.com June 2012 - November 2014
Slam Recordings August 2012 - 2014
ClearSlide July 2013 - October 2013
Tonic Nightlife Group June 2012 - August 2012
The Ocean House June 2011 - August 2011
Merrill Lynch January 2010 - May 2011
Robert W. Baird & Co. June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Accounting, Management, Social Networking, Social Media Marketing, Facebook, Entrepreneurship, Leadership, Event Planning, Fundraising, Blogging, Entertainment
Education
Trinity College-Hartford 2010 — 2013
Bachelor of Arts (BA), American Studies, Senior
Trinity College-Hartford 2010 — 2013
Bachelor of Arts (B.A.), American Studies
Frost Bank July 2015 - Present
MBM Advisors, Inc. May 2014 - August 2014
Merrill Lynch May 2014 - August 2014
Times Square Entertainment January 2011 - May 2011
Skills
Microsoft Word, Factset, Microsoft Excel, PowerPoint, SAP, Prezi
Education
Trinity University 2011 — 2015
Bachelor’s Degree, Finance
Merrill Lynch May 2014 - Present
Tuck School of Business at Dartmouth College July 2013 - August 2013
Brinker Capital June 2012 - August 2012
Independent Portfolio Consultants January 2012 - January 2012
UBS June 2011 - August 2011
Logan Capital Management, Inc. January 2011 - January 2011
Blue Sand Securities LLC June 2010 - August 2010
Skills
Investments, Equities, Alternative Investments, Strategy, Microsoft Excel, Financial Analysis, Financial Modeling, Entrepreneurship, Equity Research, Project Planning, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Series 7, Series 66
Education
Trinity College 2009 — 2013
Bachelor of Arts, Political Science (International Relations Concentration)
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science (International Relations and Arabic Language)
Trinity College Rome Campus 2011 — 2011
Bachelor of Arts (B.A.), Political Science and Government
The Lawrenceville School 2006 — 2009
Haverford School 1994 — 2006
Haverford School 1993 — 2006
UBS January 2009 - Present
Merrill Lynch 2005 - 2009
Maritz Travel Company 2002 - 2005
Skills
Series 7, Event Planning, Account Management, Marketing, Financial Analysis, Customer Service, Budgets, Sales, Series 63, Contract Negotiation, Strategic Planning
Education
Truman State University
University of Missouri-Saint Louis
AGC Partners August 2015 - Present
AGC Partners September 2014 - August 2015
AGC Partners May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Northwestern Mutual May 2012 - August 2012
Skills
Financial Analysis, Research, Outlook, Financial Modeling, Market Research, Microsoft Excel, Mergers & Acquisitions, Finance, Financial Services, Investment Banking, Investments
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (B.S.), Economics
Phillips Academy Andover 2009 — 2010
Post-Graduate
Belmont Hill 2003 — 2009
Sovereign Capital Management Group, Inc. May 2013 - Present
Liberty Investment Management 2009 - 2013
Morgan Stanley 2006 - 2009
Merrill Lynch 2004 - 2006
Piper Jaffray 2002 - 2004
Macquarie Group 1999 - 2002
Legg Mason 1997 - 1999
Penguin Random House 1996 - 1997
Houghton Mifflin Harcourt 1993 - 1996
Skills
Asset Management, Capital Markets, Cloud Computing, Copywriting, CRM, Digital Copywriting, Digital Marketing, Digital Strategy, Equities, Equity Research, Finance, Information Technology, Integrated Marketing, Investments, Investment Strategies, IT Management, IT Strategy, Marketing, Mutual Funds, Private Equity, Portfolio Management, Programming, Project Management, SEO, SEO Copywriting, Securities, Series 7, Series 63, Strategic Planning, Trading, Wealth Management, Web Development, Series 66, WordPress, Adobe Creative Suite, Journalism, Financial Reporting, Nonprofit Consulting
Education
Tufts University 1987 — 1991
Bachelor of Arts, English
Valero Energy Corporation July 2010 - Present
SunGard Consulting Services June 2008 - June 2010
Fortis January 2007 - May 2008
Merrill Lynch January 2006 - January 2007
Suez Energy 2002 - 2005
USWEB CKS 2000 - 2002
Continental Airlines 1998 - 2000
Young & Rubicam 1997 - 1998
Consulting Firm 1993 - 1995
Skills
Risk Management, Commodity Markets, Integration, Energy, Analysis, Program Management, ETRM, Energy Markets, SDLC, Management, Management Consulting, Options, Credit Risk, Derivatives, Enterprise Software, Business Analysis, Project Management, Financial Risk, Market Risk, Natural Gas, Software Development, Leadership, Investment Banking, IT Strategy, Business Process..., Valuation, Trading, Business Intelligence, Strategy, Equities, Information Technology, Openlink, Trading Systems, Zainet, Allegro, Consulting, BOBJ, RIN Storage Valuation
Education
University of Toledo 1996 — 1997
Master, Electrical engineering
Tsinghua University 1990 — 1995
Bachelor, Thermal Engineering
Middle school attached to Beijing Normal College
Black Duck Software July 2015 - Present
Merrill Lynch June 2014 - September 2014
Out There Outfitters October 2013 - January 2014
Vector Marketing May 2012 - September 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Research, Public Speaking, Social Media, Time Management, Data Entry, Leadership, Windows, Team Leadership, Administrative..., Wealth Management
Education
Trinity College-Hartford 2011 — 2015
UNSW Australia 2013 — 2013
Westminster School 2008 — 2011
High School
BlackRock April 2011 - Present
MSCI Inc. March 2007 - April 2011
Merrill Lynch August 2003 - March 2007
Deloitte Consulting August 1998 - March 2003
Skills
Strategy, Analytics, Equities, Relationship Management, Hedge Funds, Asset Management, Fixed Income, Portfolio Management, Alternative Investments, Investments, Financial Modeling, Capital Markets, Bloomberg, Asset Allocation, Series 7, Derivatives, Valuation, Mutual Funds, Investment Strategies, Private Equity, ETFs, Investment Management
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Finance and Entrepreneurial Studies
Trinity University 1994 — 1998
BA, Magna Cum Laude, Communication and Business Administration
First Republic Private Wealth Management July 2015 - Present
Merrill Lynch November 2004 - July 2015
Semtech March 1999 - November 2004
McDermott Will & Emery January 1994 - November 1998
Hyatt Regency March 1989 - January 1994
Skills
Event Management, Management, Customer Service, Accounting, Event Planning, Microsoft Excel, Budgets, Project Management, Marketing
Education
Triton College
Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
NRL Associates February 2008 - February 2010
PMC 2005 - 2007
Skills
Hedging, Wealth Management, Investments, Finance
Education
Tufts University 2000 — 2004
B.A., English
Winchester High 1996 — 2000
Google 2014 - Present
Charles River Analytics 2011 - 2014
Design and Usability Center 2011 - 2012
Merrill Lynch 2008 - 2011
Skills
Windows, Data Analysis, User Interface Design, User-centered Design, Information Architecture, User Experience, Human Computer..., Persona, Information Design, User Research, Interaction Design, Usability Testing, User Interface, Human Factors, Usability, Wireframes, Usability Engineering, User Experience Design, User Scenarios, Heuristic Evaluation, Paper Prototyping, Task Analysis, Human Interface Design
Education
Bentley University 2011 — 2013
MS, Human Factors in Information Design
Tufts University 2009 — 2011
Human Computer Interaction
Wellesley College 2006 — 2008
BA, Economics
SaleAMP February 2014 - June 2015
Contract Work September 2013 - December 2013
Gwangmyeong Technical High School (광명공업고등학교) September 2012 - August 2013
FWR General Contractors January 2010 - August 2012
Aspen's Brew June 2011 - August 2011
Merrill Lynch July 2008 - August 2008
Skills
Project Coordination, Project Management, Training, Teamwork, Research, Data Entry, Problem Solving
Education
Trinity University 2008 — 2012
Bachelors, English
Trinity Christian Academy 2003 — 2008
Coastal Vascular & Vein Center 2011 - Present
Whittemore Solutions, LLC 2010 - June 2011
Community Bank in Charleston, SC October 2005 - 2009
Wachovia Bank September 2003 - October 2005
Merrill Lynch March 2000 - September 2003
Bank of America August 1994 - March 2000
JP Morgan Chase (Chemical Bank) August 1986 - July 1994
Johnson & Higgins 1981 - 1986
Skills
Benchmarking, Banking, Financial Analysis, Risk Management, Portfolio Management, Strategic Financial..., Financial Services, Investments, Talent Acquisition, Finance, Personnel Management, Healthcare Management, Strategic Planning, Strategic HR
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master’s Degree, Health/Health Care Administration/Management
Tufts University 1976 — 1980
BA, History; Social Psychology
St. George's School
Brooklyn Technical High School PTA 2014 - Present
Independent Consultant July 2008 - Present
High School for Math, Science & Engineering at CCNY PTA September 2009 - June 2013
Dresdner Kleinwort April 1991 - July 2007
Merrill Lynch 1986 - 1991
Skills
Mergers, Capital Markets, Investment Banking, Corporate Finance, Corporate Development, Valuation, Mergers & Acquisitions, Strategy, Financial Structuring, M&A experience, Due Diligence, Nonprofits, Community Outreach, Secondary Education, Program Development, Educational Outreach, Contact Management, Strategic Partnerships, Student Recruiting, Marketing, Portfolio Management, Emerging Markets, Management, Investments, Structured Finance, Finance, Private Equity, Financial Modeling, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Tufts University 1977 — 1981
BA, English
UBS February 2011 - Present
Merrill Lynch September 2004 - February 2011
Sanford Bernstein September 1994 - September 2004
Skills
Leadership, Equities, Investments, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Investment Banking, Alternative Investments, Hedge Funds
Education
Trinity University-Washington
Bachelor of Arts (BA), Political Science and Government
Fidelity Investments July 2014 - Present
Tufts University September 2012 - May 2014
Curriculum Associates July 2013 - August 2013
Merrill Lynch May 2012 - December 2012
Johnny D's April 2012 - May 2012
Nick's Bartending Service June 2011 - May 2012
Noon Hill Grill June 2011 - December 2011
Vector Marketing June 2010 - August 2010
Mujeres Unidas September 2008 - May 2010
UNICEF January 2009 - April 2009
Skills
Spanish, English, Public Speaking, Event Planning, PowerPoint, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Social Media, Teaching, International..., Non-profits, Bloomberg Terminal, Entrepreneurship
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Major: International Affairs concentrated in International Finance Minor:Entrepreneurship
Milton Academy 2007 — 2010
UC Funds, Debt & Equity Investment Fund April 2014 - Present
Aria Partners, LLC August 2011 - January 2014
Merrill Lynch April 2009 - August 2011
Schottenstein Property Group February 2005 - April 2009
New Generation Advisors and Research March 2002 - January 2005
UBS Investment Bank March 2000 - August 2000
Skills
Private Equity, Due Diligence, Investments, Asset Management, Real Estate, Mergers & Acquisitions, Portfolio Management, Capital Markets, Banking, Hedge Funds, Trading, Risk Management, Strategy, Financial Modeling, Finance, Retail, Real Estate Development, Valuation, Turnaround Strategy, Alternative Investments, Investment Management
Education
Tufts University 2000 — 2004
BA, Political Science, Economics, Entrepreneurship
Bexley High School
Novantas August 2014 - Present
Grant Thornton International Ltd January 2013 - April 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, SQL, Data Analysis, Financial Modeling, PowerPoint, Business Strategy, Quantitative Analytics, Research, Strategy
Education
Tufts University 2010 — 2014
Bachelor's degree, Economics, Magna Cum Laude
Collegiate School 2006 — 2010
Landmark Capital Advisors May 2011 - Present
Tusker Investments LLC January 2010 - Present
Heritage Fields (El Toro), LLC September 2009 - November 2010
Hogan Edgcomb Consulting / TPH Enterprise April 2008 - November 2010
LandSource Holding Company July 2008 - July 2009
Merrill Lynch June 2006 - February 2008
TA Associates Realty July 2004 - May 2006
California National Bank October 2003 - July 2004
Newport Harbor Yacht Club September 2001 - September 2003
Skills
Real Estate Economics, Real Estate, Dispositions, Commercial Real Estate, Investment Properties, Asset Management, Investments, Valuation, Real Estate Development, Due Diligence, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Strategic Planning
Education
Tufts University 1997 — 2001
BA, Political Science
Tufts University 1997 — 2001
BA, Political Science
Merrill Lynch Financial PlannerMerrill Lynch2003 - Present
Education
Troy University 1994 — 1998
Merrill Lynch October 1986 - Present
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Allocation, Estate Planning, Investments, Portfolio Management, Asset Management, Insurance, Investment Advisory, Annuities, Alternative Investments, Trusts, Succession Planning, Series 7, Finance, Investment Strategies, Series 63, Securities, Investment Management, Mutual Funds, Retirement, Financial Services, Personal Finance, 401k, Financial Advisory, Wealth Management..., Series 65, 401k Rollovers, IRAs, Uniform Combined State..., Separately Managed..., ETFs, High Net Worth..., CRPC, Fixed Annuities, Strategic Financial...
Education
Trinity University 1977 — 1981
Bachelor's degree, Political Science and Government
Rincon High School 1973 — 1977
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2014 - Present
The Prudential Insurance Company of America May 2013 - August 2014
Merrill Lynch October 2011 - November 2012
Law Office of Joseph C. Allwood June 1996 - October 2011
City of Louisiana, Missouri April 1997 - April 2000
CITY OF CLARKSVILLE, MISSOURI January 1995 - January 1999
Law Office of William W. Cheeseman January 1995 - June 1996
First Judicial Circuit Disciplinary Committee January 1994 - January 1995
Law Offices of Shumaker and Allwood October 1993 - January 1995
Law Office January 1990 - January 1993
Skills
Litigation, Negotiation, Estate Planning, Real Estate, Family Law, Contract Negotiation, Financial Analysis, Strategic Financial..., Financial Risk, Trusted Advisor, Trust Management, Charitable Trusts, Investment Strategies, Investment Advisory, Alternative Investments, Stock Market, Stock Trading, Stock Picking, Risk Management, Criminal Law, Legal Writing, Courts, Finance, Securities, Trials, Civil Litigation, Insurance, Due Diligence, Corporate Governance, Mutual Funds, Mergers & Acquisitions, Investments, Corporate Law, FINRA, Financial Advisory, Financial Services, Wealth Management, Series 7, Retirement Planning, Portfolio Management, Private Equity, Life Insurance, Series 63, Asset Management, Loans, Banking, Retirement, Asset Allocation, Credit, Fixed Annuities
Education
University of Missouri-Columbia School of Law 1989 — 1992
Juris Doctor, Law
Truman State University 1981 — 1985
BS, History
Truman State University 1981 — 1985
BA, Political Science
Clopton High School 1978 — 1981
HIgh School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Huron Consulting Group April 2015 - Present
Huron Consulting Group May 2011 - Present
Merrill Lynch October 2007 - May 2011
Huron Consulting Group May 2004 - October 2007
Trinity International University March 2001 - May 2004
Skills
Data Center, VMware, IT Operations, Active Directory, Vendor Management, Troubleshooting, Disaster Recovery, Technical Support, DHCP, Project Management
Education
Trinity International University 1999 — 2001
Wells Fargo September 2012 - Present
New York Life February 2009 - October 2012
Merrill Lynch August 2007 - January 2009
Northwestern Mutual Financial Network May 2006 - August 2007
Ameriprise Financial Services, Inc. October 2005 - April 2006
Skills
Retirement Planning, Alternative Investments, Investments, Estate Planning, Wealth Management, Insurance, Financial Analysis, Mutual Funds, Portfolio Management, Retirement, Finance
Education
Tufts University 2001 — 2005
Germantown Academy
Massey Knakal September 2013 - Present
Tishman Speyer March 2007 - September 2013
Saatchi & Saatchi July 2006 - March 2007
Merrill Lynch January 2003 - June 2006
Skills
Marketing Strategy, Advertising, Online Advertising, Digital Strategy, Real Estate Development, Marketing, Marketing Communications, New Business Development, Digital Marketing, Social Media, Strategic Planning, Real Estate, Integrated Marketing, Management, Leadership, Cross-functional Team..., B2B Marketing, Social Media Marketing, Email Marketing, Online Marketing
Education
Trinity College-Hartford 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature, General
The Hewitt School 1977 — 1988
Merrill Lynch July 2006 - Present
KPMG 2004 - 2006
US Army August 1994 - August 2000
Skills
Financial Analysis, Series 7, Strategic Financial..., Mutual Funds, Investments, Financial Modeling, Equities, Wealth Management, Securities, Financial Reporting, Retirement Planning, 401k, Asset Allocation, Portfolio Management, Corporate Finance
Education
Troy University 2003 — 2004
MBA, Accounting
Troy University 2000 — 2003
BS, Accounting
Peru High School 1990 — 1994
Deloitte Consulting July 2012 - Present
Next Generation Nepal July 2012 - November 2012
Next Generation Nepal April 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Deloitte Consulting July 2006 - June 2009
Merrill Lynch February 2006 - April 2006
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Business Process..., Business Analysis, Business Transformation, IT Strategy, Program Management, Valuation, Financial Analysis, Change Management, Business Process Design, Analytics, Consulting, Business Process, Project Management, Analysis, Due Diligence, Corporate Finance, Data Analysis, Strategic Planning, Competitive Analysis, Mergers, Finance, Leadership, Process Improvement, Business Process..., Risk Management, Investment Banking, Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Strategy, Social Impact & Innovation
Trinity University 2003 — 2006
B.S., Business Administration (Management and Finance), Minors in Comm. Mgmt, MIS, CS, Chinese
Credit Suisse March 2014 - Present
UBS August 2012 - April 2014
BlackRock April 2011 - March 2012
UBS February 2010 - April 2011
UBS June 2006 - February 2010
Merrill Lynch October 2004 - June 2006
Inditex/ZARA Internatinal Inc. September 2003 - September 2004
Bear Stearns August 2002 - September 2003
Merrill Lynch May 2000 - August 2002
Skills
Business Development, Investment Banking, Wealth Management, Portfolio Management, Talent Acquisition, Mergers, Investments, Sourcing, Recruiting, Mergers & Acquisitions, Financial Services, Equities, Management, Finance
Education
Tufts University
City of Wauwatosa April 2014 - Present
BMO December 2012 - Present
BMO October 2011 - December 2012
M&I Wealth Management June 2009 - September 2011
Merrill Lynch May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Statements, Finance, Microsoft Word, Public Speaking, Financial Analysis, Strategic Planning, Leadership
Education
Concordia University-Wisconsin 2011 — 2013
MBA, Finance
Trinity International University 2005 — 2009
Bachelor, Accounting and Business Management
Merrill Lynch November 2014 - Present
Merrill Lynch November 2010 - November 2014
Merrill Lynch June 2010 - November 2010
Bank of America September 2007 - June 2010
Frost Bank July 1999 - August 2007
Skills
Mortgage Lending, Investments, Series 7, Commercial Lending, Series 63, Relationship Management, Small Business Lending, Retirement Planning, Wealth Management..., Credit Analysis, Commercial Banking, Wealth Management, Asset Allocation, Strategic Financial..., Private Banking, Cross Selling, High Net Worth..., Series 24, Treasury Management, Lines Of Credit, Cash Management, Consumer Lending, Investment Advisory, Loans, Credit, Financial Services, Management, Risk Management, Securities, Banking, Finance, Financial Planning
Education
Trinity University 1993 — 1997
BA, Economics/Finance
The Rodman Law Group, LLC December 2014 - Present
Fluo Apparel, LLC June 2014 - Present
The Law Offices of Lauren C. Davis December 2014 - June 2015
Legal OnRamp February 2014 - December 2014
Office of William J. Rodman, M.D. F.A.C.S May 2009 - August 2013
Robinson Waters & O’Dorisio, P.C. June 2012 - September 2012
Replin & Rhoades, LLC June 2011 - August 2011
Merrill Lynch January 2008 - May 2009
Skills
Securities Regulation, Securities Litigation, Business Transactions, Entertainment Law, Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Teaching, Social Media, Healthcare, Project Management, Project Planning, Public Speaking, Marketing Strategy, Microsoft Word, Bloomberg, Financial Modeling, Fundraising, Securities, Legal Writing, Legal Research, Corporate Law, Mediation, Westlaw
Education
University of Denver - Sturm College of Law 2010 — 2013
JD, Entertainment Law, Securities law
Tufts University 2003 — 2007
BA, History
Merrill Lynch July 2015 - Present
Wells Fargo Securities March 2014 - July 2015
Wells Fargo Securities March 2010 - March 2014
Wachovia Capital Markets March 2007 - March 2010
Skills
Relationship Management, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Bloomberg, Quantitative Finance, Portfolio Management, Valuation, Structured Products, Options, Quantitative Analytics, MBS, Trading, Credit Derivatives, Interest Rate..., Private Equity, Bonds
Education
University of California, Davis 2003 — 2007
M.S. and Ph.D., Scientific Computing
Tsinghua University 1996 — 2002
B.Eng. and M.S., Engineering
Merrill Lynch August 1983 - November 1999
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1977
MBA, Finance
Trinity College-Hartford 1972 — 1976
BA, Economics
Morgan Stanley April 2014 - July 2015
Private March 2013 - March 2014
Morgan Stanley December 2009 - June 2012
Merrill Lynch March 2006 - October 2008
Skills
Series 7, 66, 10, Alabama Life and Health...
Education
Troy University in Montgomery
Banking and Finance, Banking and Finance
Bank of America Merrill Lynch November 2014 - Present
Merrill Lynch October 2011 - November 2014
Merrill Lynch April 2011 - October 2011
Merrill Lynch April 2009 - March 2011
Merrill Lynch April 2006 - March 2009
Frontier Mortgage December 2002 - April 2006
Skills
Banking, Wealth Management, Series 7, Series 63, Mortgage Lending, Credit, Loans, FINRA, Series 24, Management, Financial Services
Education
Truman State University 1994 — 1999
WealthSpan Financial Group July 2015 - Present
AIG Financial Network March 2015 - July 2015
Merrill Lynch August 2013 - March 2015
First Citizens Bank August 2011 - January 2013
The Arc of Dallas June 2009 - November 2011
BB&T (formerly Colonial Bank) August 2009 - August 2011
Colonial Bank June 2006 - August 2009
AmSouth Bank January 2005 - June 2006
Dove Data Products March 2000 - January 2005
Dennis Schwartz & Associates January 1994 - March 2000
Skills
Sales Management, Customer Retention, Customer Service, Personnel Management, Property Management, Loans, Banking, Commercial Lending, Credit, Commercial Banking, Underwriting, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Management, Leadership, Sales, Finance, Strategic Planning, Business Development, Team Building, Financial Analysis, Small Business, Investments, Financial Services, Risk Management, Retail Banking, Insurance, Marketing, Consumer Lending, Forecasting
Education
Troy University in Montgomery 2006 — 2008
Business, Finance
Castleton Commodities International October 2011 - Present
Bank of America Merrill Lynch June 2006 - October 2011
Merrill Lynch 2005 - June 2006
Entergy-Koch Trading 2001 - 2005
Koch Industries 1998 - 2001
Skills
Trading, Equities, Hedging, Commodity, Energy, Commodity Markets, Business Strategy, Portfolio Management, Risk Management, Crude, Refined Products, Derivatives, Investment Banking, Finance, Power Trading, Options
Education
Trinity University
Merrill Lynch January 2005 - Present
Disney World 2004 - 2005
Synova 2003 - 2004
TCIL 1996 - 2000
Education
Troy University in Montgomery 2001 — 2002
MS, Computer Sc
Macquarie Futures USA, Inc. November 2008 - Present
Merrill Lynch June 2006 - May 2008
HSBC Securities USA, Inc. 1994 - 2006
First Options of Chicago 1989 - 1992
Skills
Technical Analysis, Capital Raising, Private Banking, Commercial Lending, Separately Managed..., Treasury Management, M&A experience, CMBS, Loan Origination, Private Placements, Syndications, Financial Markets, Electronic Trading, Trading, Derivatives, Commodity, Capital Markets, Fixed Income, Trading Systems, Equities, Hedge Funds, Securities, Options
Education
Western Illinois University 1979 — 1982
Bachelor of Science, Finance
Triton College 1977 — 1979
Business Administration
Marsh & McLennan Companies, Inc. February 2014 - Present
Frank Crystal & Company January 2010 - June 2013
Merrill Lynch November 2006 - March 2009
Merrill Lynch September 2004 - November 2006
The Baddish Group August 2003 - August 2004
Interactive Nova Group September 2002 - August 2003
Skills
Casualty, Underwriting, Property & Casualty..., Insurance, Employment Practices..., D&O, Brokers, Directors & Officers..., Professional Liability, Liability, Umbrella Insurance, Workers Compensation, Risk Management, Management, Reinsurance, Casualty Insurance, General Insurance
Education
Trinity University-Washington
Bachelor of Science (B.S.), Business Administration and Management, General
The Huntington Bank June 2012 - Present
Merrill Lynch April 2010 - May 2012
National City Bank 2004 - 2009
McDonald Investments/ Key Bank 1992 - 2004
Cantor Fitzgerald 1991 - 1992
Skills
Financial Services, Trading, Portfolio Management, Capital Markets, Series 7, Investments, Asset Managment, Fixed Income, Wealth Management, Series 63
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA, Finance
Trinity College-Hartford 1977 — 1981
BA, Economics
Glen Ridge High School 1973 — 1977
Colorado Capital Management May 2014 - Present
Merrill Lynch 2012 - 2014
Fidelity Investments 2004 - 2010
Fidelity Investments 2000 - 2004
Kelso Management Company 1998 - 2000
Skills
Portfolio Management, Wealth Management, Investment Management, Equities, Bonds, ETFs, Mutual Funds, Fixed Income, Research, Economic Research
Education
University of Notre Dame 1989 — 1993
B.A., English, history
Tufts University 1997 — 1999
MA, History
Timothy Corrigan, Inc. May 2014 - Present
Racevine January 2013 - May 2014
Deutsche Bank Securities July 2010 - January 2012
Junior Achievement of New York October 2007 - March 2008
Merrill Lynch April 2005 - July 2007
Goldman Sachs June 2003 - April 2005
Skills
Financial Modeling, Fundraising, Sales, Business Development, Marketing Communications, Writing, Project Management, Due Diligence, Strategy, Entrepreneurship, Investment Banking, Emerging Markets, Corporate Development, Venture Capital, Private Equity, Business Strategy
Education
University of California, Los Angeles 2014 — 2015
Architecture and Interior Design
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Tufts University 1999 — 2003
BA, Economics and International Relations, Cum Laude
Universidad Autónoma de Madrid 2001 — 2002
John P. Stevens High School 1994 — 1999
Merrill Lynch August 2004 - Present
Domestic Securities 1996 - 2005
Skills
Electronic Trading, Trading Systems, Trading, Capital Markets, Order Management, Risk Management, Equities, ETFs, Program Trading, Low Latency, Equity Derivatives, Fixed Income
Education
University of Pennsylvania 1994 — 1996
MS, Computer and Information Science
Tsinghua University 1986 — 1991
BS, computer science
Merrill Lynch Lieutenant ColonelUnited States Air ForceSeptember 1969 - June 1993
Education
Troy University 1974 — 1976
MS, Management
University of South Carolina-Columbia 1967 — 1969
BS, Economics
Stax Inc. November 2014 - Present
Stax Inc. 2014 - 2014
Merrill Lynch October 2011 - February 2012
Washington University in St. Louis School of Law April 2010 - December 2010
FIDA - Kenya May 2009 - August 2009
Legal Sea Foods December 2007 - July 2008
John Hancock March 2007 - June 2008
Skills
Legal Writing, International Law, Research, Editing, Government, Finance, Legal Research, Westlaw, Litigation, Corporate Law, Due Diligence
Education
Fullbridge Program 2013 — 2013
Business
Washington University in St. Louis School of Law 2008 — 2011
Doctor of Law (J.D.)
Tufts University 2002 — 2006
BA, International Relations
Gotham Asset Management, LLC July 2013 - Present
Merrill Lynch July 1993 - June 2013
Merrill Lynch April 1996 - April 2000
Skills
Series 7, Alternative Investments, Separately Managed..., Wealth Management, Series 63, Wealth Management..., Hedge Funds, Mutual Funds, Fixed Income
Education
New York University, Stern School of Business 2001 — 2003
Master of Business Administration (MBA), MBA
Tufts University 1989 — 1993
Bachelor of Arfs, International Relations and Asian Studies
Fidelity Investments 2015 - Present
Merrill Lynch 2010 - 2015
Americas Growth Capital 2005 - 2009
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Securities, Series 24, Series 63, Alternative Investments, Trading, Asset Managment, Equities, Investment Advisory, Hedge Funds, Capital Markets
Education
Tufts University 1984 — 1988
Bachelor's degree, Political Science and Government
Avon Old Farms
UBS Investment Bank June 2011 - Present
Merrill Lynch June 2010 - June 2011
Bank of America Merrill Lynch June 2005 - June 2010
PricewaterhouseCoopers June 2001 - June 2003
KPMG Canada January 1998 - May 2001
Education
THE WHARTON SCHOOL, University of Pennsylvania 2003 — 2005
Master of Business Administration (MBA), Finance
Trinity Western University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
SharesPost November 2013 - Present
MZ Foundation January 2013 - May 2013
Merrill Lynch January 2011 - June 2012
Merrill Lynch November 2006 - December 2010
NBC News June 2005 - August 2005
NBC News May 2004 - September 2004
Skills
Private Equity, Investments, Alternative Investments, Equities, Portfolio Management, Finance, Mutual Funds, Spanish, Due Diligence, Client Relations Skills, Fixed Income, Series 7, Asset Managment, Series 66, Series 3
Education
Tufts University 2002 — 2006
BA, International Relations, Spanish
Kent Denver School
UBS Financial Services, Inc. November 2012 - Present
Merrill Lynch June 1967 - 2012
US Navy July 1963 - June 1967
Education
Trinity College-Hartford 1959 — 1963
BA, English
Asheville School 1955 — 1959
Edward Jones August 2014 - Present
Merrill Lynch June 2009 - August 2014
Wachovia Securities/First Clearing September 2008 - June 2009
Wachovia/Wells Fargo 2006 - 2008
Wachovia Bank 1996 - 2005
Skills
Management, Leadership, Microsoft Office, Sales, Microsoft Word, Human Resources, Talent Acquisition, Interviews, Employee Relations, Talent Management, Onboarding, Research, Time Management, Marketing, Finance, Performance Management, Team Building, Strategic Planning, Recruiting
Education
Troy University 1987 — 1991
Bachelor of Science (B.S.), Economics
People's United January 2009 - Present
WL Ross & Co. LLC January 2008 - April 2008
Copper Arch Capital April 2006 - December 2007
TQA Investors June 2004 - April 2006
Merrill Lynch October 1999 - July 2001
JPMorgan Chase March 1997 - October 1999
Skills
Hedge Funds, Equities, Portfolio Management, Asset Managment, Investments, Financial Modeling, Alternative Investments, Financial Analysis, Private Equity, Valuation, Fixed Income, Capital Markets, Asset Allocation, Series 7, Wealth Management, Bonds, Equity Research, Corporate Finance, Hedging, Trading, Bloomberg
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2004
MBA
Tufts University 1993 — 1996
BA, Economics
Merrill Lynch 1985 - Present
Education
Tufts University 1980 — 1984
A84, Economics and Political Science
Lowell High School 1976 — 1980
Olenick & Associates December 2012 - Present
Cook County Hospital January 2012 - December 2012
Mission Critical Wireless February 2010 - January 2012
TEKsystems December 2008 - February 2010
Merrill Lynch August 2006 - September 2008
Huron Consulting Group September 2003 - April 2006
Fields Automotive Group July 2002 - September 2003
Carlson Companies May 1999 - August 1999
Skills
People Development, Team Leadership, Printers, Technical Documentation, Software, Troubleshooting, Technical Support, Software Installation, Hardware, Process Improvement, Project Management, Team Building, Software Documentation, Management, Desktop Administration, Help Desk Support, Service Desk Management, Desktop Deployment
Education
Trinity International University 1998 — 2002
Bachelor of Arts, Business Management
GOES Lithography October 2007 - January 2009
PIP Printing 2007 - 2007
Merrill Lynch January 2001 - January 2005
Crain Communications January 1997 - January 2000
Skills
Pre-press, Color Correction, Typesetting, Desktop Publishing, Graphics
Education
Triton College 1996 — 1999
AAS, Graphic Arts/Printing
G.B.S. 1972 — 1976
Morgan Stanley Wealth Management January 2003 - Present
Merrill Lynch January 2000 - January 2003
Skills
Series 7, Relationship Management, Credit Analysis, Asset Allocation, Mutual Funds, Fixed Income, Series 63, Bloomberg, Equities, Asset Managment
Education
Tufts University 1987 — 1991
BA, International Relations/Spanish
Goldman Sachs October 2003 - Present
Merrill Lynch November 2000 - November 2002
New York City Economic Development Corporation September 1997 - November 2000
Education
Trinity University-Washington
BA, Political Science
Pantheon Ventures September 2013 - Present
Merrill Lynch July 2010 - August 2013
intermix inc May 2003 - August 2003
Skills
Valuation, Private Equity, Alternative Investments, Equities, Bloomberg, Hedge Funds, Financial Modeling, Fixed Income, Series 7, Investment Banking, Asset Allocation, Capital Markets, Equity Research
Education
Tufts University 2005 — 2009
BA, Economics
Delbarton 1999 — 2005
Merrill Lynch 2001 - Present
Prudential Securities February 1994 - November 2001
Shearson Lehman September 1988 - February 1994
Skills
Strategic Planning, Series 7, Retirement Planning, Wealth Management, Certified Financial..., Investments, Investment Advisory, Venture Philanthropy, Asset Allocation, Securities, FINRA, Investment Strategies, Alternative Investments, Series 63, Investment Management, Bonds, Mutual Funds, Estate Planning, Retirement
Education
Tufts University 1971 — 1975
Bachelor’s Degree, Theatre, English
First Data Corporation August 2014 - Present
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney June 2009 - July 2010
Citigroup Smith Barney July 2000 - June 2009
Paine Webber December 1995 - July 2000
Kidder Peabody May 1985 - December 1995
Skills
Financial Services, Management, Strategy, Banking, CRM, Wealth Management, Portfolio Management, Series 63, New Business Development, Leadership, Series 7, Product Development, Marketing, Credit, Program Management, SDLC, Vendor Management, Equities, Integration, Retail Banking, Project Management, Securities, Investments, Mergers & Acquisitions, Business Analysis, Team Building
Education
New York Restaurant School
Culinary Arts/Chef Training
Tufts University
Psychology/Community Health, Psychology
Merrill Lynch April 2015 - Present
JP Morgan Chase Bank March 2011 - April 2015
Advantage Staffing February 2010 - April 2011
Bossier-Shreveport Mudbugs, TEV Miesbach September 2005 - April 2010
UniFirst Corporation April 2009 - November 2009
Skills
Sales Management, New Business Development, Investments, Sales, Cold Calling, Coaching, Negotiation, Team Building, Marketing, Leadership, Financial Analysis, Strategic Planning, Marketing Strategy, Management, Insurance, Risk Management, Banking, Finance, Credit, Mutual Funds, Equities, Loans, Business Development, Customer Service, Forecasting, Small Business, Series 63, Portfolio Management, Life Insurance, Asset Management, Retirement, Financial Services
Education
Trinity College-Hartford 2001 — 2005
BA, Econmics
The Hill School 1999 — 2001
High School Diploma, Economics
Maine South High School 1995 — 1999
Transferred jr year, Standard curriculum
Consolidated Technologies September 2010 - Present
BT America February 2010 - September 2010
Verizon November 2008 - February 2010
Top Echelon Contracting November 2007 - November 2008
Merrill Lynch 1999 - 2004
Executone 1984 - 1998
Skills
PMO, SDLC, Project Plans, Certified Project..., Release Management, Scope Management, SOW, JAD, Project Governance, Clarity, Software Project..., Life-cycle Management, Project Delivery, Integration, VoIP, Telephony, Telecommunications, Vendor Management, Avaya
Education
Trinity University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Zamagias Properties September 2011 - Present
Merrill Lynch January 2011 - April 2011
Total Maintenance Services May 2010 - August 2010
Kellogg Company July 2009 - August 2009
Tristar Enterprises June 2008 - August 2008
Education
Trinity Episcopal School for Ministry 2011 — 2012
Certificate of Leadership
University of Pittsburgh, College of Business Administration 2007 — 2011
BSBA, Finance and Economics
Universidad Veritas 2009 — 2010
International Business
Client A 2011 - Present
Mountain Enterprises & Consultancy L:LC 2009 - Present
Merrill Lynch 2005 - 2007
Skills
China Business and..., Specialized Financing..., Marketing Strategy, Change Management, Loans, Sales, Strategic Planning, Banking, Coaching
Education
Tufts University
B.A.,, Internatioanl Relations/China
USC Marshall School of Business
Master of Business Administration (MBA), Finance
Merrill Lynch 2005 - 2010
Skills
Securities, Risk Management
Education
Troy University 1975 — 1976
Master of Science (MS), Human Resources Management/Personnel Administration, General
University of Alabama 1960 — 1965
BA, Speech and English
Merrill Lynch October 2007 - Present
Education
Tufts University 2002 — 2006
BS, Economics
Black Diamond June 2014 - Present
One William Street Capital June 2008 - March 2014
Merrill Lynch June 2006 - June 2008
Bear Stearns November 2003 - June 2006
Skills
Structured Finance, Investments, Loans, ABS, Financial Structuring, Mortgage Lending, Strategic Planning, CMBS, Capital Markets
Education
Tufts University 1999 — 2003
Bachelors of Science, Mathematics
Baldwin Senior High School 1995 — 1999
Vanare September 2014 - Present
TD Ameritrade June 2013 - December 2013
Merrill Lynch October 2008 - December 2012
Merrill Lynch February 2007 - October 2008
Merrill Lynch March 2005 - February 2007
TD Ameritrade December 2003 - November 2004
Integra August 2001 - August 2003
Integra November 2000 - August 2001
Skills
Training, Employee Training, Relationship Management, CRM, Customer Satisfaction, Business Analysis, User Acceptance Testing, Business Process..., Requirements Analysis, Instructional Design, Hands-on Training, Workshop Facilitation, Training Delivery, Learning Management..., Call Center, Account Management, Process Improvement
Education
Truman State University 1993 — 1997
BA, Business Administration
Merrill Lynch August 1976 - Present
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Saving for Education, Series 63, 401k Rollovers, Mutual Funds, Retirement, Asset Allocation, Series 65, Investment Strategies, IRAs, CRPC
Education
Tufts University 1970 — 1974
Bachelor of Arts (B.A.), Political Science/Economics
BATES INSURANCE AGENCY II, LLC Agency OwnerAllstateJune 2006 - April 2012
Merrill Lynch 2004 - 2006
SunTrust Bank 2000 - 2003
State Farm 1995 - 2000
Skills
Insurance, Claim, Casualty, Umbrella Insurance, Legal Liability, Life Insurance, General Insurance, Property & Casualty..., Homeowners, Term Life Insurance, Commercial Insurance, Liability, Casualty Insurance, Sales, Team Building
Education
Truman State University
Bachelor of Business Administration (BBA), Marketing
UNITED TOWNSHIP HIGH SCHOOL
Merrill Lynch August 1976 - Present
Education
Tufts University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government/ Economics
Kelly Services October 2013 - Present
Truman State University August 2010 - May 2013
Merrill Lynch July 2012 - August 2012
Education
Truman State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Truman State University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Bank of America January 2010 - February 2013
Merrill Lynch June 2001 - December 2009
Merrill Lynch July 1997 - June 2001
Merrill Lynch July 1992 - July 1997
Merrill Lynch July 1985 - July 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning
Education
Trinity University-Washington 1978 — 1982
Bachelor of Arts (B.A.)
Girls Catholic High School, Roselle, NJ
TD December 2013 - Present
JPMorgan Chase 2009 - 2013
Merrill Lynch 2008 - 2009
Skills
Compliance, Strategic Planning, Program Development, Control Processes, Compliance Training, Conflict Resolution, Policy/Procedure..., Process Improvement
Education
Trinity University-Washington 1989 — 1993
Bachelor of Arts (BA), Political Science, International Studies