Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Charles C. Rogers Charles C. Rogers's Merrill Lynch Experience December 2000 - November 2008
Job President & CEO at Azimuth Wealth Advisors
Industry Financial Services
Experience
Azimuth Wealth Advisors February 2015 - Present
Morgan Stanley November 2008 - February 2015
Merrill Lynch December 2000 - November 2008
Education
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
United States Military Academy at West Point 1983 — 1987
B.S., National Security & Public Affairs; Mathematics; Engineering
Azimuth Wealth Advisors February 2015 - Present
Morgan Stanley November 2008 - February 2015
Merrill Lynch December 2000 - November 2008
Education
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
United States Military Academy at West Point 1983 — 1987
B.S., National Security & Public Affairs; Mathematics; Engineering
Nishen Radia Nishen Radia's Merrill Lynch Experience June 1998 - August 2002
Job Owner, FocalPoint Partners LLC
Industry Investment Banking
Experience
FocalPoint Partners LLC December 2002 - Present
VEDC June 2004 - Present
Kate Somerville Skin Care LLC May 2010 - Present
Merrill Lynch June 1998 - August 2002
Societe Generale June 1996 - June 1998
Skills
Capital Raising, Investment Banking, Capital, Growth Capital, LBO, Middle Market, Debt, Business Valuation, Recapitalizations, Valuation, Mergers
Education
UCLA Anderson School of Management 2002 — 2004
MBA
University of Bristol 1993 — 1996
Bachelor of Science (BSc)
FocalPoint Partners LLC December 2002 - Present
VEDC June 2004 - Present
Kate Somerville Skin Care LLC May 2010 - Present
Merrill Lynch June 1998 - August 2002
Societe Generale June 1996 - June 1998
Skills
Capital Raising, Investment Banking, Capital, Growth Capital, LBO, Middle Market, Debt, Business Valuation, Recapitalizations, Valuation, Mergers
Education
UCLA Anderson School of Management 2002 — 2004
MBA
University of Bristol 1993 — 1996
Bachelor of Science (BSc)
Betsy Ellis Chung Betsy Ellis Chung's Merrill Lynch Experience August 1990 - September 1994
Job CoFounder at Clover by Clover LLC
Industry Internet
Experience
Clover by Clover LLC April 2010 - Present
Team Chung August 2001 - Present
JPMorgan Chase August 1998 - June 2001
J.P. Morgan June 1997 - August 1997
Merrill Lynch August 1990 - September 1994
Skills
Start-ups
Education
Anderson School at UCLA 1996 — 1998
MBA
Wellesley College 1986 — 1990
B.A.
Clover by Clover LLC April 2010 - Present
Team Chung August 2001 - Present
JPMorgan Chase August 1998 - June 2001
J.P. Morgan June 1997 - August 1997
Merrill Lynch August 1990 - September 1994
Skills
Start-ups
Education
Anderson School at UCLA 1996 — 1998
MBA
Wellesley College 1986 — 1990
B.A.
Nanor Asadorian Nanor Asadorian's Merrill Lynch Experience September 2012 - December 2012
Job Financial Analyst at Warner Bros. Entertainment Group of Companies
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies July 2014 - Present
The Ayco Company, L.P. February 2013 - July 2014
Merrill Lynch September 2012 - December 2012
Skills
Social Media, Pricing Strategy, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Leadership, Financial Research, Research Projects, Negotiation, Consumer Behaviour, Race & Ethnic Relations, Philosophy
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
UCLA Anderson School of Management
Riordan MBA Fellowship c/o 2015
Warner Bros. Entertainment Group of Companies July 2014 - Present
The Ayco Company, L.P. February 2013 - July 2014
Merrill Lynch September 2012 - December 2012
Skills
Social Media, Pricing Strategy, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Leadership, Financial Research, Research Projects, Negotiation, Consumer Behaviour, Race & Ethnic Relations, Philosophy
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration
UCLA Anderson School of Management
Riordan MBA Fellowship c/o 2015
Josh Park Josh Park's Merrill Lynch Experience July 2005 - November 2005
Job Lead Product Manager at Zynga
Industry Computer Games
Experience
Zynga July 2015 - Present
Zynga July 2014 - June 2015
Zynga August 2013 - June 2014
Zynga June 2012 - September 2012
Amazon December 2007 - July 2011
Amazon January 2006 - November 2007
Merrill Lynch July 2005 - November 2005
Skills
Business Analysis, Financial Analysis, Cross-functional Team..., Financial Modeling, Analytics, Forecasting, Competitive Analysis, Data Analysis, Business Strategy, Corporate Finance, Finance, Essbase, Product Management, Financial Reporting, Process Improvement, Quantitative Analytics, Strategy, Strategic Financial..., Pricing, Online Gaming, Software Product..., User Acceptance Testing, Performance Tuning, SQL, Cognos, Microsoft Excel, Portfolio Management, Segmentation, Analysis, Start-ups
Education
UCLA Anderson School of Management 2011 — 2013
MBA (Full Time Program), MBA
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor's, Finance, Information Systems
Zynga July 2015 - Present
Zynga July 2014 - June 2015
Zynga August 2013 - June 2014
Zynga June 2012 - September 2012
Amazon December 2007 - July 2011
Amazon January 2006 - November 2007
Merrill Lynch July 2005 - November 2005
Skills
Business Analysis, Financial Analysis, Cross-functional Team..., Financial Modeling, Analytics, Forecasting, Competitive Analysis, Data Analysis, Business Strategy, Corporate Finance, Finance, Essbase, Product Management, Financial Reporting, Process Improvement, Quantitative Analytics, Strategy, Strategic Financial..., Pricing, Online Gaming, Software Product..., User Acceptance Testing, Performance Tuning, SQL, Cognos, Microsoft Excel, Portfolio Management, Segmentation, Analysis, Start-ups
Education
UCLA Anderson School of Management 2011 — 2013
MBA (Full Time Program), MBA
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor's, Finance, Information Systems
Anthony DiNallo, CFP®, MBA's Merrill Lynch Experience January 1994 - April 2008
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2008 - Present
Merrill Lynch January 1994 - April 2008
Sterling Organics January 1992 - November 1994
US Army May 1988 - November 1990
Skills
Retirement, Asset Management, Wealth Management, Investments, Portfolio Management, Financial Services, Series 7, Asset Allocation, Retirement Planning, Financial Advisory, Finance, Management, Securities, Business Development, Investment Advisory, Leadership, Mutual Funds, Alternative Investments
Education
Management Institute of Union College 1991 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Union College, Graduate Management Institute 1991 — 1994
MBA, Business Administration
United States Military Academy 1984 — 1988
B.S, Mechanical Engineering
United States Military Academy at West Point 1984 — 1988
BS, Mechanical Engineering
MHS 1981 — 1984
High school
Wells Fargo Advisors, LLC April 2008 - Present
Merrill Lynch January 1994 - April 2008
Sterling Organics January 1992 - November 1994
US Army May 1988 - November 1990
Skills
Retirement, Asset Management, Wealth Management, Investments, Portfolio Management, Financial Services, Series 7, Asset Allocation, Retirement Planning, Financial Advisory, Finance, Management, Securities, Business Development, Investment Advisory, Leadership, Mutual Funds, Alternative Investments
Education
Management Institute of Union College 1991 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Union College, Graduate Management Institute 1991 — 1994
MBA, Business Administration
United States Military Academy 1984 — 1988
B.S, Mechanical Engineering
United States Military Academy at West Point 1984 — 1988
BS, Mechanical Engineering
MHS 1981 — 1984
High school
Brittany Ann Lewis Brittany Ann Lewis's Merrill Lynch Experience May 2006 - August 2008
Job Business Consultant & Yoga Instructor at brittanyannlewis.com
Industry Public Relations and Communications
Experience
brittanyannlewis.com May 2014 - Present
Canistel Design January 2009 - Present
re:think November 2013 - November 2014
Patient Conversation Media, inc November 2011 - April 2012
ProfitFuel May 2011 - August 2011
Clearwire August 2009 - July 2010
CLEAR August 2008 - October 2009
Merrill Lynch May 2006 - August 2008
Skills
Marketing Strategy, Social Media, Sales Management, International Business, Email Marketing, Online Journalism, Creative Development, Content Creation
Education
Villanova University 2006 — 2008
Bachelors of Science (B.Sc.), Marketing, Management, & International Business
United States Air Force Academy 2005 — 2006
brittanyannlewis.com May 2014 - Present
Canistel Design January 2009 - Present
re:think November 2013 - November 2014
Patient Conversation Media, inc November 2011 - April 2012
ProfitFuel May 2011 - August 2011
Clearwire August 2009 - July 2010
CLEAR August 2008 - October 2009
Merrill Lynch May 2006 - August 2008
Skills
Marketing Strategy, Social Media, Sales Management, International Business, Email Marketing, Online Journalism, Creative Development, Content Creation
Education
Villanova University 2006 — 2008
Bachelors of Science (B.Sc.), Marketing, Management, & International Business
United States Air Force Academy 2005 — 2006
Stephanie Pham's Merrill Lynch Experience June 2010 - September 2010
Job MultiFunction Financial Analyst Level E2K at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin April 2015 - Present
Goldman Sachs - The Ayco Company, L.P. July 2012 - March 2015
MerchSource September 2011 - March 2012
New York Life January 2011 - August 2011
Associated Students, University of California Irvine-Executive Vice President September 2010 - June 2011
Merrill Lynch June 2010 - September 2010
Anteater Recreation Center Advisory Board September 2009 - March 2010
Skills
Microsoft Excel, Finance, Analysis, Management, Strategic Financial..., Investments, Time Management, Financial Analysis, Financial Modeling, Financial Planning, Excel, Account Management, Asset Allocation, Microsoft Office, Data Analysis, Mutual Funds, PowerPoint, Social Media, Retirement Planning, Investment Strategies, Accounting
Education
UCLA Anderson School of Management
Riordan MBA Fellowship
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, Management, 3.72
Lockheed Martin April 2015 - Present
Goldman Sachs - The Ayco Company, L.P. July 2012 - March 2015
MerchSource September 2011 - March 2012
New York Life January 2011 - August 2011
Associated Students, University of California Irvine-Executive Vice President September 2010 - June 2011
Merrill Lynch June 2010 - September 2010
Anteater Recreation Center Advisory Board September 2009 - March 2010
Skills
Microsoft Excel, Finance, Analysis, Management, Strategic Financial..., Investments, Time Management, Financial Analysis, Financial Modeling, Financial Planning, Excel, Account Management, Asset Allocation, Microsoft Office, Data Analysis, Mutual Funds, PowerPoint, Social Media, Retirement Planning, Investment Strategies, Accounting
Education
UCLA Anderson School of Management
Riordan MBA Fellowship
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, Management, 3.72
Tawny Rives Tawny Rives's Merrill Lynch Experience 2003 - 2004
Job cashier at save a lot
Industry Retail
Experience
save a lot 2012 - Present
Merrill Lynch 2003 - 2004
Skills
Retail, Customer Service, Merchandising, Cashiering, Visual Merchandising, Retail Sales, Sales, Time Management, Inventory Management, Store Management, Loss Prevention, Microsoft Office, Customer Satisfaction, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Data Entry, Social Media, Inventory Control, Telephone Skills, Office Management, Fax, Facebook, Leadership
Education
Ultimate Medical Academy 2013 — 2014
Medical Billing and Coding
Jamestown High, Jamestown, NY 1985 — 1989
Diploma
save a lot 2012 - Present
Merrill Lynch 2003 - 2004
Skills
Retail, Customer Service, Merchandising, Cashiering, Visual Merchandising, Retail Sales, Sales, Time Management, Inventory Management, Store Management, Loss Prevention, Microsoft Office, Customer Satisfaction, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Data Entry, Social Media, Inventory Control, Telephone Skills, Office Management, Fax, Facebook, Leadership
Education
Ultimate Medical Academy 2013 — 2014
Medical Billing and Coding
Jamestown High, Jamestown, NY 1985 — 1989
Diploma
David Wainwright David Wainwright's Merrill Lynch Experience June 1962 - June 2001
Job Preferred Member at Lyoness Americas, Inc.
Industry Consumer Services
Experience
Lyoness Management Americas, Inc. October 2012 - Present
Smith Barney June 2001 - June 2009
Merrill Lynch June 1962 - June 2001
Skills
Small Business, Series 7, Public Speaking, Leadership, Insurance, Strategic Planning, Coaching, Customer Service, Retirement Planning, Sales, Marketing, Business Planning, New Business Development, Team Building, Direct Sales, Entrepreneurship, Long-term Care, Social Media, Sales Management, Training, Management, Recruiting, Team leadership, Networking, Time Management, Real Estate, Marketing Strategy, Leadership Development, Finance, Social Networking, Business Development, Budgets, Selling, Strategy, Social Media Marketing, Fundraising, Team Leadership
Education
Union College 1954 — 1958
AB, Economics History
Lyoness Management Americas, Inc. October 2012 - Present
Smith Barney June 2001 - June 2009
Merrill Lynch June 1962 - June 2001
Skills
Small Business, Series 7, Public Speaking, Leadership, Insurance, Strategic Planning, Coaching, Customer Service, Retirement Planning, Sales, Marketing, Business Planning, New Business Development, Team Building, Direct Sales, Entrepreneurship, Long-term Care, Social Media, Sales Management, Training, Management, Recruiting, Team leadership, Networking, Time Management, Real Estate, Marketing Strategy, Leadership Development, Finance, Social Networking, Business Development, Budgets, Selling, Strategy, Social Media Marketing, Fundraising, Team Leadership
Education
Union College 1954 — 1958
AB, Economics History
Bill Surdock's Merrill Lynch Experience 1992 - 1994
Job Sales Director at Millward Brown Digital
Industry Internet
Experience
Millward Brown Digital February 2012 - March 2014
comScore Inc August 2004 - June 2010
Mattel 2001 - 2003
Racing Champions 1996 - 1999
Information Resources 1995 - 1996
Merrill Lynch 1992 - 1994
Skills
Online Marketing, Consumer Behavior, Search, Marketing Research, Consumer Behaviour, Digital Marketing, Competitive Analysis, Digital Strategy, Marketing Strategy, Product Marketing, Marketing, Sales, Mobile Marketing, Media Planning, Analytics, Media Buying, Web Analytics, Market Research, Customer Insight, Digital Media, Online Advertising, Management, Business Development
Education
Anderson School at UCLA
MBA, Marketing, Entrepreneurship
University of Rochester
BA, Economics, Finance
Millward Brown Digital February 2012 - March 2014
comScore Inc August 2004 - June 2010
Mattel 2001 - 2003
Racing Champions 1996 - 1999
Information Resources 1995 - 1996
Merrill Lynch 1992 - 1994
Skills
Online Marketing, Consumer Behavior, Search, Marketing Research, Consumer Behaviour, Digital Marketing, Competitive Analysis, Digital Strategy, Marketing Strategy, Product Marketing, Marketing, Sales, Mobile Marketing, Media Planning, Analytics, Media Buying, Web Analytics, Market Research, Customer Insight, Digital Media, Online Advertising, Management, Business Development
Education
Anderson School at UCLA
MBA, Marketing, Entrepreneurship
University of Rochester
BA, Economics, Finance
Barth Fassbender Barth Fassbender's Merrill Lynch Experience 1997 - 1999
Job
Industry Information Technology and Services
Experience
Trisept Solutions 2013 - Present
West Bend Mutual Insurance 2011 - 2013
West Bend Mutual Insurance 2006 - 2011
Metavante 2000 - 2006
Crabel Capital Management 1999 - 2000
Merrill Lynch 1997 - 1999
Shallbetter Incorporated 1996 - 1997
Jefferson-Smurfit 1995 - 1996
Dopaco 1994 - 1995
US Army 1988 - 1994
Education
Webster University 1992 — 1993
MA, Management
United States Military Academy at West Point 1984 — 1988
BS, Engineering Management
CFA Institute
Level II Candidate in the CFA Program
Trisept Solutions 2013 - Present
West Bend Mutual Insurance 2011 - 2013
West Bend Mutual Insurance 2006 - 2011
Metavante 2000 - 2006
Crabel Capital Management 1999 - 2000
Merrill Lynch 1997 - 1999
Shallbetter Incorporated 1996 - 1997
Jefferson-Smurfit 1995 - 1996
Dopaco 1994 - 1995
US Army 1988 - 1994
Education
Webster University 1992 — 1993
MA, Management
United States Military Academy at West Point 1984 — 1988
BS, Engineering Management
CFA Institute
Level II Candidate in the CFA Program
Dennis Kawachi Dennis Kawachi's Merrill Lynch Experience June 1998 - June 2001
Job Senior Vice President Corporate Development at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2014 - Present
Houlihan Lokey 2012 - 2013
Houlihan Lokey 2008 - 2012
Houlihan Lokey July 2004 - March 2008
Lehman Brothers June 2003 - August 2003
Training The Street July 2001 - August 2002
Merrill Lynch June 1998 - June 2001
Skills
Investment Banking, Mergers, Venture Capital, Mezzanine, Private Equity, Mergers & Acquisitions, Acquisitions, Strategy, Investments, Capital Raising, Valuation, M, Capital Markets, Sell Side, Restaurants, Restaurant Management, Buy-side, Corporate Finance, Financial Advisory, Leveraged Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
University of the Witwatersrand 2003 — 2003
University of California, Los Angeles 1995 — 1998
BS, Business Economics/Accounting
Houlihan Lokey 2014 - Present
Houlihan Lokey 2012 - 2013
Houlihan Lokey 2008 - 2012
Houlihan Lokey July 2004 - March 2008
Lehman Brothers June 2003 - August 2003
Training The Street July 2001 - August 2002
Merrill Lynch June 1998 - June 2001
Skills
Investment Banking, Mergers, Venture Capital, Mezzanine, Private Equity, Mergers & Acquisitions, Acquisitions, Strategy, Investments, Capital Raising, Valuation, M, Capital Markets, Sell Side, Restaurants, Restaurant Management, Buy-side, Corporate Finance, Financial Advisory, Leveraged Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
University of the Witwatersrand 2003 — 2003
University of California, Los Angeles 1995 — 1998
BS, Business Economics/Accounting
Steve Burke Steve Burke's Merrill Lynch Experience 2004 - 2007
Job Enterprise Bank Sales at Sageworks
Industry Information Technology and Services
Experience
Sageworks June 2014 - Present
Citrix February 2014 - June 2014
Citrix Online August 2011 - January 2014
Pioneer Investments 2007 - August 2011
Merrill Lynch 2004 - 2007
United States Army Reserve 2005 - 2005
Skyworks Solutions 2002 - 2004
Skills
Sales, Business Development, Leadership, Salesforce.com, Direct Sales, SaaS, Training, CRM, Account Management, Enterprise Software, Management, Finance, Strategic Partnerships
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Engineering/Industrial Management
Sageworks June 2014 - Present
Citrix February 2014 - June 2014
Citrix Online August 2011 - January 2014
Pioneer Investments 2007 - August 2011
Merrill Lynch 2004 - 2007
United States Army Reserve 2005 - 2005
Skyworks Solutions 2002 - 2004
Skills
Sales, Business Development, Leadership, Salesforce.com, Direct Sales, SaaS, Training, CRM, Account Management, Enterprise Software, Management, Finance, Strategic Partnerships
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Engineering/Industrial Management
Joe Wingard Joe Wingard's Merrill Lynch Experience 1997 - Present
Job Vice President & Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1997 - Present
Unisys Corporation 1993 - 1996
Unisys Corporation 1986 - 1992
System Development Corporatrion 1980 - 1985
Department of Psychology & Graduate School of Education 1980 - 1985
UCLA/NIDA Center for the Study of Substance Abuse 1977 - 1980
Department of Psychiatry & Biobehavioral Sciences 1977 - 1978
University of Wisconsin, Milwaukee 1976 - 1977
Pepperdine University 1975 - 1976
Skills
Series 7, Equities, Fixed Income, Portfolio Management, Wealth Management, Investments, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Mutual Funds, Alternative Investments, Securities, Series 63, Asset Management, Financial Modeling, Bloomberg, Valuation, Asset Allocation, Retirement Planning
Education
UCLA
Bachelor of Arts (BA), magna cum laude, Phi Beta Kappa
UCLA
Master of Arts (MA)
UCLA
Doctor of Philosophy (PhD)
UCLA Anderson School of Management
Master of Business Administration (MBA)
Merrill Lynch 1997 - Present
Unisys Corporation 1993 - 1996
Unisys Corporation 1986 - 1992
System Development Corporatrion 1980 - 1985
Department of Psychology & Graduate School of Education 1980 - 1985
UCLA/NIDA Center for the Study of Substance Abuse 1977 - 1980
Department of Psychiatry & Biobehavioral Sciences 1977 - 1978
University of Wisconsin, Milwaukee 1976 - 1977
Pepperdine University 1975 - 1976
Skills
Series 7, Equities, Fixed Income, Portfolio Management, Wealth Management, Investments, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Mutual Funds, Alternative Investments, Securities, Series 63, Asset Management, Financial Modeling, Bloomberg, Valuation, Asset Allocation, Retirement Planning
Education
UCLA
Bachelor of Arts (BA), magna cum laude, Phi Beta Kappa
UCLA
Master of Arts (MA)
UCLA
Doctor of Philosophy (PhD)
UCLA Anderson School of Management
Master of Business Administration (MBA)
Jerry Burch Jerry Burch's Merrill Lynch Experience 1991 - 2000
Job Consultant / FounderTrident Capital Partners, LLC.
Industry Venture Capital & Private Equity
Experience
Trident Capital Partners, LLC. 2011 - Present
WBB Securities 2000 - 2011
Merrill Lynch 1991 - 2000
Prior Relevant Experience April 1983 - December 1990
Skills
Sales & Marketing, Private Equity, Corporate Governance, Portfolio Management, Due Diligence, Capital Markets, Equities, Fixed Income, Wealth Management, Negotiation, Asset Management, Retirement Planning, Venture Capital, Funding, Securities, Start-ups, Mutual Funds, Investments, Life & Health Insurance..., Valuation, Management, Strategic Planning
Education
Union College
Bachelor of Science, Mechanical Engineering and Finance
Trident Capital Partners, LLC. 2011 - Present
WBB Securities 2000 - 2011
Merrill Lynch 1991 - 2000
Prior Relevant Experience April 1983 - December 1990
Skills
Sales & Marketing, Private Equity, Corporate Governance, Portfolio Management, Due Diligence, Capital Markets, Equities, Fixed Income, Wealth Management, Negotiation, Asset Management, Retirement Planning, Venture Capital, Funding, Securities, Start-ups, Mutual Funds, Investments, Life & Health Insurance..., Valuation, Management, Strategic Planning
Education
Union College
Bachelor of Science, Mechanical Engineering and Finance
Christopher Kelley, CFA, CAIA Christopher Kelley, CFA, CAIA's Merrill Lynch Experience December 2007 - March 2014
Job Portfolio Manager at Compass Capital Management
Industry Financial Services
Experience
Compass Capital Management April 2014 - Present
Merrill Lynch December 2007 - March 2014
US Trust October 2006 - December 2007
Piper Jaffray September 2005 - August 2006
Skills
Hedge Funds, Private Equity, Real Estate, Real Assets, Business Development, Equities, Alternative Investments, FINRA, Asset Allocation, Financial Services, Relationship Management, Asset Management, Fixed Income, Portfolio Management, Series 7, Asset, Mutual Funds, Finance, Investments
Education
Union College 2001 — 2005
B.A., History
Compass Capital Management April 2014 - Present
Merrill Lynch December 2007 - March 2014
US Trust October 2006 - December 2007
Piper Jaffray September 2005 - August 2006
Skills
Hedge Funds, Private Equity, Real Estate, Real Assets, Business Development, Equities, Alternative Investments, FINRA, Asset Allocation, Financial Services, Relationship Management, Asset Management, Fixed Income, Portfolio Management, Series 7, Asset, Mutual Funds, Finance, Investments
Education
Union College 2001 — 2005
B.A., History
Alan Glazner Alan Glazner's Merrill Lynch Experience November 1982 - September 1994
Job Vice President Investments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2005 - Present
Morgan Stanley September 1994 - June 2005
Merrill Lynch November 1982 - September 1994
Skills
Estate Planning..., IRAs and IRA Rollovers, Financial Advisory, Risk Management..., Educational Planning, Mutual fund portfolio..., Income focused investing, Effective and..., Organizational skills..., Wealth Planning, Portfolio Construction, Municipal Bonds
Education
United States Military Academy at West Point 1965 — 1969
Bachelor of Science (B.S.)
Wells Fargo Advisors July 2005 - Present
Morgan Stanley September 1994 - June 2005
Merrill Lynch November 1982 - September 1994
Skills
Estate Planning..., IRAs and IRA Rollovers, Financial Advisory, Risk Management..., Educational Planning, Mutual fund portfolio..., Income focused investing, Effective and..., Organizational skills..., Wealth Planning, Portfolio Construction, Municipal Bonds
Education
United States Military Academy at West Point 1965 — 1969
Bachelor of Science (B.S.)
Jeff Adelung Jeff Adelung's Merrill Lynch Experience May 2000 - April 2005
Job Entrepreneur and Consultant
Industry Banking
Experience
Keystone Precision Manufacturing Services LLC. July 2013 - Present
Chipman Road Productions LLC. August 2011 - June 2013
Edward Jones October 2009 - August 2011
Westgate Consulting Group, Inc. December 2006 - December 2008
Merrill Lynch May 2000 - April 2005
United States Air Force May 1996 - April 2000
Skills
Management, Business Development, Team Building, Manufacturing, Start-ups, Military, Project Management, New Business Development, Networking, Sales Process, Aerospace, Direct Sales, Project Planning, Team Leadership, Investment Advisory, Investment Strategies, Investment Management, Strategy
Education
United States Air Force Academy 1990 — 1994
BAS
Keystone Precision Manufacturing Services LLC. July 2013 - Present
Chipman Road Productions LLC. August 2011 - June 2013
Edward Jones October 2009 - August 2011
Westgate Consulting Group, Inc. December 2006 - December 2008
Merrill Lynch May 2000 - April 2005
United States Air Force May 1996 - April 2000
Skills
Management, Business Development, Team Building, Manufacturing, Start-ups, Military, Project Management, New Business Development, Networking, Sales Process, Aerospace, Direct Sales, Project Planning, Team Leadership, Investment Advisory, Investment Strategies, Investment Management, Strategy
Education
United States Air Force Academy 1990 — 1994
BAS
John A. JB Bernhart, MBA, CRPC® John A. JB Bernhart, MBA, CRPC®'s Merrill Lynch Experience September 2010 - September 2012
Job Aviation Compliance Evaluator&HAA Pilot/Financial Advisor/Senior Ops Analyst/Networker
Industry Program Development
Experience
Air Methods February 2014 - Present
Pioneer Technologies Corporation October 2012 - Present
That Others May Live Foundation September 2011 - Present
Fisher House of the Emerald Coast May 2011 - December 2013
Niceville/Valparaiso Chamber of Commerce November 2010 - December 2013
Project Management Institute - Emerald Coast Chapter January 2012 - June 2013
Merrill Lynch September 2010 - September 2012
US Air Force May 1990 - August 2010
US Air Force May 1990 - August 2010
Skills
Program Management, Military, Command, Air Force, Organizational..., Aviation, Operations Management, Team Building, Strategic Planning, Team Leadership, Financial Management, Managerial Finance, Leadership, Financial Analysis, DoD, Security Clearance, Military Operations, National Security, Operational Planning, Government Contracting, Series 7, Series 66, Variable Annuities, Life & Health Insurance..., Systems Engineering, Project Management, Investments, Strategic Financial..., Uniform Combined State..., Defense, Military Experience, Top Secret, Aerospace, Intelligence, Security, Proposal Writing, Leadership Development, Training, Weapons, Helicopters, Earned Value Management, Military Logistics, Homeland Security, Emergency Management, Government, Strategic Leadership, Policy, Project Planning, Aircraft, Special Operations
Education
George Mason University - School of Business 1996 — 1999
MBA, International Finance
United States Air Force Academy 1986 — 1990
BS, General Engineering
Clinton High School 1982 — 1986
Air Methods February 2014 - Present
Pioneer Technologies Corporation October 2012 - Present
That Others May Live Foundation September 2011 - Present
Fisher House of the Emerald Coast May 2011 - December 2013
Niceville/Valparaiso Chamber of Commerce November 2010 - December 2013
Project Management Institute - Emerald Coast Chapter January 2012 - June 2013
Merrill Lynch September 2010 - September 2012
US Air Force May 1990 - August 2010
US Air Force May 1990 - August 2010
Skills
Program Management, Military, Command, Air Force, Organizational..., Aviation, Operations Management, Team Building, Strategic Planning, Team Leadership, Financial Management, Managerial Finance, Leadership, Financial Analysis, DoD, Security Clearance, Military Operations, National Security, Operational Planning, Government Contracting, Series 7, Series 66, Variable Annuities, Life & Health Insurance..., Systems Engineering, Project Management, Investments, Strategic Financial..., Uniform Combined State..., Defense, Military Experience, Top Secret, Aerospace, Intelligence, Security, Proposal Writing, Leadership Development, Training, Weapons, Helicopters, Earned Value Management, Military Logistics, Homeland Security, Emergency Management, Government, Strategic Leadership, Policy, Project Planning, Aircraft, Special Operations
Education
George Mason University - School of Business 1996 — 1999
MBA, International Finance
United States Air Force Academy 1986 — 1990
BS, General Engineering
Clinton High School 1982 — 1986
Nancy Rodriguez Chin Nancy Rodriguez Chin's Merrill Lynch Experience November 2004 - March 2007
Job Investment Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2008 - Present
Lehman Brothers April 2007 - September 2008
Merrill Lynch November 2004 - March 2007
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance
University of Southern California 1999 — 2003
BA, Economics
UBS Wealth Management September 2008 - Present
Lehman Brothers April 2007 - September 2008
Merrill Lynch November 2004 - March 2007
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance
University of Southern California 1999 — 2003
BA, Economics
Mark Greene, J.D.'s Merrill Lynch Experience June 2012 - Present
Job Investment Advisor at Merrill Lynch
Industry Financial Services
Experience
City of Madison Economic Development Committee June 2013 - Present
Merrill Lynch June 2012 - Present
United States Air Forces in Africa 2008 - Present
United States Air Force May 2002 - August 2008
Skills
Defense, Strategic Planning, Program Management, Operational Planning, Military, Security Clearance, DoD, Air Force, Military Operations, Management, Leadership, Afghanistan, Flights, Government, Policy, Command, Research, Military Experience
Education
University of Wisconsin Law School 2009 — 2012
Doctor of Law (JD), International Law, Business Organization, Individual & Corporate Tax, Wisconsin Innocence Project
United States Air Force Academy
Bachelor of Science (B.S.), Aeronautical Engineering
City of Madison Economic Development Committee June 2013 - Present
Merrill Lynch June 2012 - Present
United States Air Forces in Africa 2008 - Present
United States Air Force May 2002 - August 2008
Skills
Defense, Strategic Planning, Program Management, Operational Planning, Military, Security Clearance, DoD, Air Force, Military Operations, Management, Leadership, Afghanistan, Flights, Government, Policy, Command, Research, Military Experience
Education
University of Wisconsin Law School 2009 — 2012
Doctor of Law (JD), International Law, Business Organization, Individual & Corporate Tax, Wisconsin Innocence Project
United States Air Force Academy
Bachelor of Science (B.S.), Aeronautical Engineering
Dan Wagner's Merrill Lynch Experience 2011 - 2015
Job Financial Advisor, Financial Services Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial March 2015 - Present
Merrill Lynch 2011 - 2015
John Hancock Financial Services 2006 - 2008
Fidelity Investments 2003 - 2006
Gruntal & Co. 1995 - 2000
Education
University of Massachusetts, Amherst 1985 — 1987
Bachelor's Degree, Economics/Finance
Union College 1982 — 1985
Engineering/Economics
Baystate Financial March 2015 - Present
Merrill Lynch 2011 - 2015
John Hancock Financial Services 2006 - 2008
Fidelity Investments 2003 - 2006
Gruntal & Co. 1995 - 2000
Education
University of Massachusetts, Amherst 1985 — 1987
Bachelor's Degree, Economics/Finance
Union College 1982 — 1985
Engineering/Economics
Yves Parisien Jr. Yves Parisien Jr.'s Merrill Lynch Experience September 2011 - July 2012
Job Retirement Distribution Specialist
Industry Financial Services
Experience
Merrill Lynch September 2011 - July 2012
Telerx August 2009 - September 2011
Treasure Island Seasonal Store October 2004 - March 2005
Dollar Thrifty Automotive Group January 1992 - June 2002
Skills
Call Centers, Coaching, Training, Microsoft Excel, Microsoft Office, Customer Service, Employee Relations, Financial Analysis, Performance Management, Inventory Management, Process Improvement, Outlook, Vendor Management, Operations Management, Customer Satisfaction
Education
Union County College 1989 — 1991
elizabeth high school
Merrill Lynch September 2011 - July 2012
Telerx August 2009 - September 2011
Treasure Island Seasonal Store October 2004 - March 2005
Dollar Thrifty Automotive Group January 1992 - June 2002
Skills
Call Centers, Coaching, Training, Microsoft Excel, Microsoft Office, Customer Service, Employee Relations, Financial Analysis, Performance Management, Inventory Management, Process Improvement, Outlook, Vendor Management, Operations Management, Customer Satisfaction
Education
Union County College 1989 — 1991
elizabeth high school
John F. Stiepel John F. Stiepel's Merrill Lynch Experience 2009 - 2011
Job Managing Member of The Stiepel Group, LLC
Industry Financial Services
Experience
The Stiepel Group, LLC 2013 - Present
UBS Wealth Management 2011 - 2012
Merrill Lynch 2009 - 2011
The Stiepel Group, Inc. 1996 - 2009
Sutro & Company 1991 - 1996
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts, Economics
The Stiepel Group, LLC 2013 - Present
UBS Wealth Management 2011 - 2012
Merrill Lynch 2009 - 2011
The Stiepel Group, Inc. 1996 - 2009
Sutro & Company 1991 - 1996
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance
Yale University 1977 — 1981
Bachelor of Arts, Economics
Rodney Shadman's Merrill Lynch Experience June 2013 - Present
Job Wealth Management Banker at Merrill Lynch
Industry Banking
Experience
Merrill Lynch June 2013 - Present
OneWest Bank September 2010 - June 2013
Bank of America Merrill Lynch December 2005 - September 2010
Bank of America December 2005 - August 2009
Bank of America June 2004 - December 2005
Skills
Mortgage Lending, Private Banking, Commercial Real Estate, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Securities Lending, Real Estate Lending, C&I Lending, Banking, Loans, Cash Management, Relationship Management, Wealth Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, San Diego
B.S. (Cum Laude), Management Science, Economics
Merrill Lynch June 2013 - Present
OneWest Bank September 2010 - June 2013
Bank of America Merrill Lynch December 2005 - September 2010
Bank of America December 2005 - August 2009
Bank of America June 2004 - December 2005
Skills
Mortgage Lending, Private Banking, Commercial Real Estate, Commercial Banking, Commercial Lending, Consumer Lending, Small Business Lending, Securities Lending, Real Estate Lending, C&I Lending, Banking, Loans, Cash Management, Relationship Management, Wealth Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of California, San Diego
B.S. (Cum Laude), Management Science, Economics
Gerry Dort Gerry Dort's Merrill Lynch Experience 1999 - 2000
Job SBM Capital Financial Funding
Industry Financial Services
Experience
SBM & CAPITAL November 2012 - Present
Savage Flower Film Production September 2012 - Present
Aeon Mens Magazine January 2011 - October 2012
Aeon Mens Magazine January 2011 - October 2012
Merrill Lynch 1999 - 2000
Merrill Lynch 1999 - 2000
Skills
Publishing, Lifestyle, Marketing Strategy, Film, Film Production, Finance, Management
Education
Union County College
SBM & CAPITAL November 2012 - Present
Savage Flower Film Production September 2012 - Present
Aeon Mens Magazine January 2011 - October 2012
Aeon Mens Magazine January 2011 - October 2012
Merrill Lynch 1999 - 2000
Merrill Lynch 1999 - 2000
Skills
Publishing, Lifestyle, Marketing Strategy, Film, Film Production, Finance, Management
Education
Union County College
Kathy Givens Kathy Givens's Merrill Lynch Experience October 2010 - December 2012
Job Application Development Project Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2012 - Present
Traci Lynn Fashion Jewelry 2012 - Present
Merrill Lynch October 2010 - December 2012
Technology Concepts Group Int'l. January 2009 - August 2010
JP Morgan Chase 2008 - 2009
Bear Stearns June 1985 - March 2008
Skills
Business Analysis, Project Management, Risk Management, Vendor Management, SDLC, Team Building, ITIL, Strategy, Disaster Recovery, System Administration, Leadership, CRM, Management, Troubleshooting, Executive Management, Process Improvement, Account Management, Governance, Active Directory, Microsoft Exchange, Real Estate, SharePoint, VMware Certified..., Integration, Access, Visio, Outsourcing, System Deployment, Business Process, Program Management, Change Management, Data Center, Project Portfolio..., Business Intelligence, Information Technology, Business Process..., PMP, Team Leadership, IT Management, PMO, IT Service Management, Software Documentation, IT Strategy, Requirements Analysis, Security, Software Project..., Enterprise Architecture, Software Development, IT Operations, Resource Management
Education
Kaizen Technologies
Microsoft
Sharepoint 2007 MCP
Technical Institute of America
Union County College
Vmware
Vmware Certified Profssional, VCP
Wall Street Project
TIAA-CREF July 2012 - Present
Traci Lynn Fashion Jewelry 2012 - Present
Merrill Lynch October 2010 - December 2012
Technology Concepts Group Int'l. January 2009 - August 2010
JP Morgan Chase 2008 - 2009
Bear Stearns June 1985 - March 2008
Skills
Business Analysis, Project Management, Risk Management, Vendor Management, SDLC, Team Building, ITIL, Strategy, Disaster Recovery, System Administration, Leadership, CRM, Management, Troubleshooting, Executive Management, Process Improvement, Account Management, Governance, Active Directory, Microsoft Exchange, Real Estate, SharePoint, VMware Certified..., Integration, Access, Visio, Outsourcing, System Deployment, Business Process, Program Management, Change Management, Data Center, Project Portfolio..., Business Intelligence, Information Technology, Business Process..., PMP, Team Leadership, IT Management, PMO, IT Service Management, Software Documentation, IT Strategy, Requirements Analysis, Security, Software Project..., Enterprise Architecture, Software Development, IT Operations, Resource Management
Education
Kaizen Technologies
Microsoft
Sharepoint 2007 MCP
Technical Institute of America
Union County College
Vmware
Vmware Certified Profssional, VCP
Wall Street Project
Georgina Hricak's Merrill Lynch Experience 1996 - 2001
Job CEO at Digital Pathways Consulting LLC
Industry Information Technology and Services
Experience
Digital Pathways Consulting November 2001 - Present
Merrill Lynch 1996 - 2001
Merrill Lynch 1994 - 1996
Thomas Cook North America 1989 - 1994
Kraft Foods 1985 - 1989
Skills
Program Management, Systems Engineering, Microsoft Certified..., Microsoft Certified..., Microsoft Certified, CRM, ERP, Web Services, QuickBooks, sage crm, IT Strategy, Software Project..., Cloud Computing, Disaster Recovery, Sage CRM, Enterprise Architecture
Education
Union County College 1988 — 1988
Accounting
Microsoft Certified Systems Engineer
Digital Pathways Consulting November 2001 - Present
Merrill Lynch 1996 - 2001
Merrill Lynch 1994 - 1996
Thomas Cook North America 1989 - 1994
Kraft Foods 1985 - 1989
Skills
Program Management, Systems Engineering, Microsoft Certified..., Microsoft Certified..., Microsoft Certified, CRM, ERP, Web Services, QuickBooks, sage crm, IT Strategy, Software Project..., Cloud Computing, Disaster Recovery, Sage CRM, Enterprise Architecture
Education
Union County College 1988 — 1988
Accounting
Microsoft Certified Systems Engineer
Joey Lerebours's Merrill Lynch Experience January 2011 - May 2011
Job Junior Accountant at Golub Capital
Industry Investment Management
Experience
State Street February 2013 - April 2014
Phi Iota Alpha Fraternity Inc September 2009 - September 2011
Bank of America / Merrill Lynch International June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, Economics, Valuation, Investments, Financial Analysis, Accounting, Bloomberg Terminal, Financial Accounting, Reuters 3000, Sales, Securities, Mutual Funds, Equities, Fixed Income, Private Equity, Investment Banking, Equity Research, Teamwork, Fund Accounting, Team Leadership, Client Relations Skills, Financial Modeling, Equity Capital Markets, Capital Markets, Bilingual-English/Spanis...
Education
Union College 2008 — 2012
Bachelor of Arts, Managerial Economics, Upperclassman GPA: 3.0 Core GPA: 3.33
Union College 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
State Street February 2013 - April 2014
Phi Iota Alpha Fraternity Inc September 2009 - September 2011
Bank of America / Merrill Lynch International June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, Economics, Valuation, Investments, Financial Analysis, Accounting, Bloomberg Terminal, Financial Accounting, Reuters 3000, Sales, Securities, Mutual Funds, Equities, Fixed Income, Private Equity, Investment Banking, Equity Research, Teamwork, Fund Accounting, Team Leadership, Client Relations Skills, Financial Modeling, Equity Capital Markets, Capital Markets, Bilingual-English/Spanis...
Education
Union College 2008 — 2012
Bachelor of Arts, Managerial Economics, Upperclassman GPA: 3.0 Core GPA: 3.33
Union College 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
Michael Rowland, CRPC® Michael Rowland, CRPC®'s Merrill Lynch Experience October 2006 - January 2013
Job Financial Consultant at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2013 - Present
Merrill Lynch October 2006 - January 2013
US Navy 1987 - 1997
Skills
Investments, Retirement Planning, 401(k) Rollovers, Asset Allocation, Financial Advisory, Investment Strategies, Relationship Management, Retirement, Wealth Preservation..., Wealth strategies
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1997
Master of Business Administration (MBA), Finance, General
USC 1983 — 1987
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Wells Fargo Advisors, LLC January 2013 - Present
Merrill Lynch October 2006 - January 2013
US Navy 1987 - 1997
Skills
Investments, Retirement Planning, 401(k) Rollovers, Asset Allocation, Financial Advisory, Investment Strategies, Relationship Management, Retirement, Wealth Preservation..., Wealth strategies
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1997
Master of Business Administration (MBA), Finance, General
USC 1983 — 1987
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Albert Chang Albert Chang's Merrill Lynch Experience February 2008 - January 2009
Job Senior Solutions Consultant at Model N
Industry Pharmaceuticals
Experience
Model N January 2015 - Present
Action Analytics December 2013 - Present
Model N September 2013 - December 2014
Model N September 2012 - August 2013
Model N June 2011 - August 2012
Apex Outsourcing Inc. June 2010 - May 2011
Merrill Lynch February 2008 - January 2009
Skills
Leadership, Analysis, Microsoft Excel, Sales, Management, Process Improvement, Data Analysis, Human Resources, Business Analysis, Marketing Strategy, Business Intelligence, Management Consulting, Strategy, Analytics, Marketing, Microsoft Office
Education
University of California, Irvine 2006 — 2010
Bachelors of Arts, Business Economics, Mandarin
UCLA Anderson School of Management 2012 — 2013
Riordan MBA Fellows Program
Model N January 2015 - Present
Action Analytics December 2013 - Present
Model N September 2013 - December 2014
Model N September 2012 - August 2013
Model N June 2011 - August 2012
Apex Outsourcing Inc. June 2010 - May 2011
Merrill Lynch February 2008 - January 2009
Skills
Leadership, Analysis, Microsoft Excel, Sales, Management, Process Improvement, Data Analysis, Human Resources, Business Analysis, Marketing Strategy, Business Intelligence, Management Consulting, Strategy, Analytics, Marketing, Microsoft Office
Education
University of California, Irvine 2006 — 2010
Bachelors of Arts, Business Economics, Mandarin
UCLA Anderson School of Management 2012 — 2013
Riordan MBA Fellows Program
David Tayabji David Tayabji's Merrill Lynch Experience August 1986 - October 2002
Job Managing Director, Fixed Income Sales | Investmentgrade Corporates ♦ AssetBacked Securities ♦ Client Relationships
Industry Investment Banking
Experience
Credit Agricole CIB September 2010 - Present
Bear Stearns May 2004 - July 2007
Bank One December 2002 - May 2004
Merrill Lynch August 1986 - October 2002
Bechtel 1983 - 1984
NUTECH, Inc. 1981 - 1983
Skills
Financial Services, Investments, Capital Markets, Trading, Bonds, High Yield, Strategy, Sales, Relationship Management, Credit, Hedge Funds, Investment Banking, Corporates, CRM, corporate bonds, investment grade, ABS, Asset-backed..., Fixed Income, Management
Education
UCLA Anderson School of Management 1984 — 1986
MBA
University of Illinois at Urbana-Champaign 1976 — 1981
BS, MS, Civil Engineering
Credit Agricole CIB September 2010 - Present
Bear Stearns May 2004 - July 2007
Bank One December 2002 - May 2004
Merrill Lynch August 1986 - October 2002
Bechtel 1983 - 1984
NUTECH, Inc. 1981 - 1983
Skills
Financial Services, Investments, Capital Markets, Trading, Bonds, High Yield, Strategy, Sales, Relationship Management, Credit, Hedge Funds, Investment Banking, Corporates, CRM, corporate bonds, investment grade, ABS, Asset-backed..., Fixed Income, Management
Education
UCLA Anderson School of Management 1984 — 1986
MBA
University of Illinois at Urbana-Champaign 1976 — 1981
BS, MS, Civil Engineering
Leo Lemelson Leo Lemelson's Merrill Lynch Experience November 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2012 - Present
U.S. Air Force May 2000 - November 2012
Skills
General Securities..., Registered Investment..., Equities, Equity Derivatives, Hedging, Fixed Income Strategies, Options Strategies, Financial Analysis, Wealth Management
Education
United States Air Force Academy 1996 — 2000
B.S, Management
Merrill Lynch November 2012 - Present
U.S. Air Force May 2000 - November 2012
Skills
General Securities..., Registered Investment..., Equities, Equity Derivatives, Hedging, Fixed Income Strategies, Options Strategies, Financial Analysis, Wealth Management
Education
United States Air Force Academy 1996 — 2000
B.S, Management
Stewart Anderson Stewart Anderson's Merrill Lynch Experience August 2000 - December 2008
Job
Industry Financial Services
Experience
UBS Financial Services Inc. December 2008 - Present
US Air Force Academy January 2009 - Present
Merrill Lynch August 2000 - December 2008
US Air Force 1992 - 2000
Education
United States Air Force Academy 1989 — 1992
BS
UBS Financial Services Inc. December 2008 - Present
US Air Force Academy January 2009 - Present
Merrill Lynch August 2000 - December 2008
US Air Force 1992 - 2000
Education
United States Air Force Academy 1989 — 1992
BS
Steven Sicher Steven Sicher's Merrill Lynch Experience 1996 - 2007
Job Regional Sales Manager Midwest Region
Industry Financial Services
Experience
UBS Wealth Management April 2008 - Present
Merrill Lynch 1996 - 2007
Education
University of Southern California 1993 — 1995
Masters of Science, Operations Research
United States Air Force Academy 1985 — 1989
UBS Wealth Management April 2008 - Present
Merrill Lynch 1996 - 2007
Education
University of Southern California 1993 — 1995
Masters of Science, Operations Research
United States Air Force Academy 1985 — 1989
Ron Pillar Ron Pillar's Merrill Lynch Experience July 1998 - January 2000
Job Co Founder at Pillar Capital Advisors LLC
Industry Investment Banking
Experience
Pillar Capital Advisors LLC January 2014 - Present
Voxy December 2010 - Present
Benbria 2010 - Present
Sagent Advisors December 2010 - December 2013
Pillar Capital Advisors LLC August 2009 - November 2010
JPMorgan February 2000 - January 2009
Merrill Lynch July 1998 - January 2000
Cowen and Company January 1995 - July 1998
Skills
Corporate Development, Investment Banking, Private Placements, Corporate Finance, Mergers & Acquisitions, Private Equity, Mergers, Capital Markets, Business Strategy
Education
UCLA Anderson School of Management
MBA
University of Pennsylvania - The Wharton School
BSE
Pillar Capital Advisors LLC January 2014 - Present
Voxy December 2010 - Present
Benbria 2010 - Present
Sagent Advisors December 2010 - December 2013
Pillar Capital Advisors LLC August 2009 - November 2010
JPMorgan February 2000 - January 2009
Merrill Lynch July 1998 - January 2000
Cowen and Company January 1995 - July 1998
Skills
Corporate Development, Investment Banking, Private Placements, Corporate Finance, Mergers & Acquisitions, Private Equity, Mergers, Capital Markets, Business Strategy
Education
UCLA Anderson School of Management
MBA
University of Pennsylvania - The Wharton School
BSE
BJ Rick Bjorklund BJ Rick Bjorklund's Merrill Lynch Experience October 1975 - January 1985
Job Senior Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2008 - Present
Smith Barney January 1985 - Present
Smith Barney 1985 - Present
Merrill Lynch October 1975 - January 1985
Education
University of Southern California 1973 — 1975
Masters, Systems Management
United States Air Force Academy 1966 — 1970
BS, Engineering Management
RBC Wealth Management 2008 - Present
Smith Barney January 1985 - Present
Smith Barney 1985 - Present
Merrill Lynch October 1975 - January 1985
Education
University of Southern California 1973 — 1975
Masters, Systems Management
United States Air Force Academy 1966 — 1970
BS, Engineering Management
Theodore Ross Theodore Ross's Merrill Lynch Experience 1977 - 1981
Job Equity Portfolio Manager at Theodore Frederick Ross, RIA
Industry Investment Management
Experience
Theodore Frederick Ross, RIA 1991 - Present
Infomax, Inc. dba "Computerland" 1985 - 1992
Rock Capital Management, RIA 1984 - 1985
Kuehne, Rock & Mazour, RIA 1983 - 1984
Merrill Lynch 1977 - 1981
Skills
Equities, Portfolio Management, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, (Finance, Management Strategy)
University of Washington 1972 — 1976
B.A., Business Administration
Edward S. Ingraham High School 1969 — 1972
Edward S. Ingraham High School
Theodore Frederick Ross, RIA 1991 - Present
Infomax, Inc. dba "Computerland" 1985 - 1992
Rock Capital Management, RIA 1984 - 1985
Kuehne, Rock & Mazour, RIA 1983 - 1984
Merrill Lynch 1977 - 1981
Skills
Equities, Portfolio Management, Investment Strategies
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, (Finance, Management Strategy)
University of Washington 1972 — 1976
B.A., Business Administration
Edward S. Ingraham High School 1969 — 1972
Edward S. Ingraham High School
Alan Stephens's Merrill Lynch Experience September 1999 - November 2000
Job Field Service Technician at Ingersoll Rand
Industry Information Technology and Services
Experience
Ingersoll Rand September 2015 - Present
GfK Custom Research North America May 2013 - September 2015
Eze Castle Integration January 2011 - May 2013
Integra Life Sciences Corporation July 2007 - October 2009
Matheny Medical and Educational Center October 1995 - January 2009
Data Pipe INC August 2005 - April 2007
Uplink earth September 2003 - July 2005
Atos Origin November 2000 - August 2003
Merrill Lynch September 1999 - November 2000
Merck August 1999 - September 1999
Skills
Active Directory, Troubleshooting, Blackberry Enterprise..., Antivirus, Windows, Operating Systems, Microsoft Office, Laptops, Windows Server, XP, Windows Server 2003, Documentation, Software Installation, Printers, Computer Hardware, Outlook, Desktop Support, Blackberry, DNS, Customer Service, Technical Support, VMware, Microsoft Exchange, HTML, Networking, Integration, Remote Desktop, DHCP, Disaster Recovery, System Administration, Windows 7, Hardware, VPN, Servers, Information Technology, Wireless Networking, Software Documentation, BMC Remedy, Help Desk Support, Group Policy, Testing, Microsoft SQL Server, Backup Exec, Data Center, LAN-WAN, IIS, Access, Citrix, Cisco Technologies, Network Administration
Education
Irvington High 1985 — 1989
High School Diploma, General Education
The Cittone Institute
Union County College
Ingersoll Rand September 2015 - Present
GfK Custom Research North America May 2013 - September 2015
Eze Castle Integration January 2011 - May 2013
Integra Life Sciences Corporation July 2007 - October 2009
Matheny Medical and Educational Center October 1995 - January 2009
Data Pipe INC August 2005 - April 2007
Uplink earth September 2003 - July 2005
Atos Origin November 2000 - August 2003
Merrill Lynch September 1999 - November 2000
Merck August 1999 - September 1999
Skills
Active Directory, Troubleshooting, Blackberry Enterprise..., Antivirus, Windows, Operating Systems, Microsoft Office, Laptops, Windows Server, XP, Windows Server 2003, Documentation, Software Installation, Printers, Computer Hardware, Outlook, Desktop Support, Blackberry, DNS, Customer Service, Technical Support, VMware, Microsoft Exchange, HTML, Networking, Integration, Remote Desktop, DHCP, Disaster Recovery, System Administration, Windows 7, Hardware, VPN, Servers, Information Technology, Wireless Networking, Software Documentation, BMC Remedy, Help Desk Support, Group Policy, Testing, Microsoft SQL Server, Backup Exec, Data Center, LAN-WAN, IIS, Access, Citrix, Cisco Technologies, Network Administration
Education
Irvington High 1985 — 1989
High School Diploma, General Education
The Cittone Institute
Union County College
Merrianne Fermanian Merrianne Fermanian's Merrill Lynch Experience July 2007 - Present
Job VP/ Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
Master of Business Administration (MBA)
University of Southern California 2003 — 2007
Bachelor of Science (BS), Bachelor of Arts (BA), Business Administration, Comparative Literature
Merrill Lynch July 2007 - Present
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2013
Master of Business Administration (MBA)
University of Southern California 2003 — 2007
Bachelor of Science (BS), Bachelor of Arts (BA), Business Administration, Comparative Literature
Ahmar R.'s Merrill Lynch Experience March 2007 - June 2007
Job MBA Candidate at UCLA Anderson
Industry Marketing and Advertising
Experience
Sitara Consulting Group November 2008 - September 2015
The Riordan Programs Alumni Association August 2009 - February 2014
Ares Management March 2008 - June 2008
Merrill Lynch March 2007 - June 2007
Skills
CRM, Financial Modeling, Financial Analysis, Strategic Planning, Leadership, Fundraising, Entrepreneurship, Cross-functional Team..., Start-ups, Data Analysis, Nonprofits, Business Development, Business Strategy, Marketing, Research, Accounting, Sales, Management Consulting, Strategy, Portfolio Management, Program Management, Project Management, Analytics, Process Improvement, Product Management, Competitive Analysis, Market Research
Education
University of Southern California 2005 — 2008
B.A., Economics & Philosophy
UCLA Anderson School of Management
Master of Business Administration (MBA)
Sitara Consulting Group November 2008 - September 2015
The Riordan Programs Alumni Association August 2009 - February 2014
Ares Management March 2008 - June 2008
Merrill Lynch March 2007 - June 2007
Skills
CRM, Financial Modeling, Financial Analysis, Strategic Planning, Leadership, Fundraising, Entrepreneurship, Cross-functional Team..., Start-ups, Data Analysis, Nonprofits, Business Development, Business Strategy, Marketing, Research, Accounting, Sales, Management Consulting, Strategy, Portfolio Management, Program Management, Project Management, Analytics, Process Improvement, Product Management, Competitive Analysis, Market Research
Education
University of Southern California 2005 — 2008
B.A., Economics & Philosophy
UCLA Anderson School of Management
Master of Business Administration (MBA)
Paul Fehrenbach Jr.'s Merrill Lynch Experience September 1996 - August 2014
Job First Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James August 2014 - Present
Merrill Lynch September 1996 - August 2014
Merrill Lynch May 1993 - September 1996
Skills
Investments, Portfolio Management, Equities, Asset Allocation, Finance, Series 7, Wealth Management, Marketing, Securities, Mutual Funds, Series 63, Fixed Income, Salesforce.com
Education
Union College 1989 — 1993
Bachelor of Science, Psychology
Raymond James August 2014 - Present
Merrill Lynch September 1996 - August 2014
Merrill Lynch May 1993 - September 1996
Skills
Investments, Portfolio Management, Equities, Asset Allocation, Finance, Series 7, Wealth Management, Marketing, Securities, Mutual Funds, Series 63, Fixed Income, Salesforce.com
Education
Union College 1989 — 1993
Bachelor of Science, Psychology
Scott Pillsbury (503) 777-4711's Merrill Lynch Experience December 1992 - January 1994
Job President at Rose City Label
Industry Printing
Experience
Rose City Label March 1998 - Present
Rose City Label January 1994 - March 1998
Merrill Lynch December 1992 - January 1994
Skills
Engineering, New Business Development, Strategic Planning, Public Speaking, Customer Service, Team Building, Sales Management, Sales, Negotiation, Contract Negotiation, Business Development, Marketing Strategy, Event Management, Account Management, Program Management, Manufacturing, Retail, CRM, Management, Labels, Small Business, B2B, Die Cutting, Flexo, Product Development, Offset Printing, Variable Data Printing, Laminating, Digital Printing, Inkjet
Education
United States Air Force Academy 1985 — 1989
BS, Management/Japanese
Benson High School 1984 1981 — 1984
High School Diploma, Electronics
Rose City Label March 1998 - Present
Rose City Label January 1994 - March 1998
Merrill Lynch December 1992 - January 1994
Skills
Engineering, New Business Development, Strategic Planning, Public Speaking, Customer Service, Team Building, Sales Management, Sales, Negotiation, Contract Negotiation, Business Development, Marketing Strategy, Event Management, Account Management, Program Management, Manufacturing, Retail, CRM, Management, Labels, Small Business, B2B, Die Cutting, Flexo, Product Development, Offset Printing, Variable Data Printing, Laminating, Digital Printing, Inkjet
Education
United States Air Force Academy 1985 — 1989
BS, Management/Japanese
Benson High School 1984 1981 — 1984
High School Diploma, Electronics
Christopher Del Moral-Niles, CFA Christopher Del Moral-Niles, CFA's Merrill Lynch Experience 1993 - 1999
Job Chief Financial Officer, Associated BancCorp
Industry Banking
Experience
Associated Bank July 2010 - Present
First American Financial Corporation August 2006 - July 2010
Union Bank May 2003 - August 2006
Lehman Brothers May 1999 - May 2003
Merrill Lynch 1993 - 1999
Donaldson, Lufkin & Jenrette January 1990 - February 1991
Skills
Investments, Banking, Funding, Mergers, Capital Markets, Corporate Finance, Finance, Valuation, Series 7, Financial Services, Asset Management, Portfolio Management, Loans, Insurance, Management, Mergers & Acquisitions, Credit, Due Diligence, Treasury Management, Financial Analysis, Financial Modeling, Risk Management, Cash Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2010
MBA, UCLA-NUS Global Executive Program
Institute of Chartered Financial Analysts 1993 — 1995
CFA, Investments & Finance
University of California, Berkeley 1989 — 1993
Bachelors, Economics
Associated Bank July 2010 - Present
First American Financial Corporation August 2006 - July 2010
Union Bank May 2003 - August 2006
Lehman Brothers May 1999 - May 2003
Merrill Lynch 1993 - 1999
Donaldson, Lufkin & Jenrette January 1990 - February 1991
Skills
Investments, Banking, Funding, Mergers, Capital Markets, Corporate Finance, Finance, Valuation, Series 7, Financial Services, Asset Management, Portfolio Management, Loans, Insurance, Management, Mergers & Acquisitions, Credit, Due Diligence, Treasury Management, Financial Analysis, Financial Modeling, Risk Management, Cash Management
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2010
MBA, UCLA-NUS Global Executive Program
Institute of Chartered Financial Analysts 1993 — 1995
CFA, Investments & Finance
University of California, Berkeley 1989 — 1993
Bachelors, Economics
Alysia A. Powell's Merrill Lynch Experience May 2005 - August 2005
Job Marketing Communications Planner at General Mills
Industry Marketing and Advertising
Experience
General Mills May 2015 - Present
General Mills August 2013 - May 2015
Target March 2012 - August 2013
Mondelēz International (formerly Kraft Foods) June 2011 - August 2011
rbb Public Relations September 2009 - July 2010
City of Gainesville, Office of Equal Opportunity August 2008 - April 2009
Nordstrom May 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Integrated Marketing, Leadership, Strategy, Public Relations, Brand Development, Marketing Communications, Customer Insight
Education
UF Hough Graduate School of Business 2011 — 2011
M.S.
University of Florida 2005 — 2009
Bachelor of Science
General Mills May 2015 - Present
General Mills August 2013 - May 2015
Target March 2012 - August 2013
Mondelēz International (formerly Kraft Foods) June 2011 - August 2011
rbb Public Relations September 2009 - July 2010
City of Gainesville, Office of Equal Opportunity August 2008 - April 2009
Nordstrom May 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Integrated Marketing, Leadership, Strategy, Public Relations, Brand Development, Marketing Communications, Customer Insight
Education
UF Hough Graduate School of Business 2011 — 2011
M.S.
University of Florida 2005 — 2009
Bachelor of Science
Brian Novotny Brian Novotny's Merrill Lynch Experience 2011 - 2013
Job Financial Advisor at Investment Center at First Merit Bank
Industry Defense & Space
Experience
FirstMerit Bank April 2013 - Present
Merrill Lynch 2011 - 2013
Ramstein January 2009 - December 2010
693 ISR Gp July 2007 - July 2009
HQ EUCOM July 2004 - July 2007
Beale January 2001 - January 2004
United States May 1990 - January 2001
Skills
Series 7, Series 66, TQM, Intelligence, project management, Cross-functional Team..., Training, Program Management, Project Management, Leadership, Management, Uniform Combined State..., Analysis, Command, Defense, Operations Management, Military, Government, Air Force, Team Building, Integration, Project Planning, Military Operations, DoD, Finance, Budgets, Organizational..., Logistics, Financial Analysis, Human Resources, Counterterrorism, Contract Management, Risk Management, Proposal Writing, Policy, Security Clearance, Process Improvement, Team Leadership, Leadership Development, Force Protection, Operational Planning, Strategy, Six Sigma, Government Contracting, Risk Assessment, Executive Management, Strategic Planning, Retirement Planning, Financial Advisory, Networking
Education
University of Phoenix 2008 — 2009
MBA, Business Management
United States Air Force Academy 1986 — 1990
Bachelor of Science, History - East European Area Studies
Lorain Catholic 1981 — 1985
High School Diploma
FirstMerit Bank April 2013 - Present
Merrill Lynch 2011 - 2013
Ramstein January 2009 - December 2010
693 ISR Gp July 2007 - July 2009
HQ EUCOM July 2004 - July 2007
Beale January 2001 - January 2004
United States May 1990 - January 2001
Skills
Series 7, Series 66, TQM, Intelligence, project management, Cross-functional Team..., Training, Program Management, Project Management, Leadership, Management, Uniform Combined State..., Analysis, Command, Defense, Operations Management, Military, Government, Air Force, Team Building, Integration, Project Planning, Military Operations, DoD, Finance, Budgets, Organizational..., Logistics, Financial Analysis, Human Resources, Counterterrorism, Contract Management, Risk Management, Proposal Writing, Policy, Security Clearance, Process Improvement, Team Leadership, Leadership Development, Force Protection, Operational Planning, Strategy, Six Sigma, Government Contracting, Risk Assessment, Executive Management, Strategic Planning, Retirement Planning, Financial Advisory, Networking
Education
University of Phoenix 2008 — 2009
MBA, Business Management
United States Air Force Academy 1986 — 1990
Bachelor of Science, History - East European Area Studies
Lorain Catholic 1981 — 1985
High School Diploma
Carter Mack Carter Mack's Merrill Lynch Experience June 1992 - January 1996
Job President of JMP Group
Industry Investment Banking
Experience
JMP Group 1999 - Present
Montgomery Securities January 1996 - April 1999
Merrill Lynch June 1992 - January 1996
Skills
Private Equity, Venture Financing, Venture Capital, Cloud Computing, Contract Negotiation, Internal Controls, Investment Banking, Angel Investing, Private Placements, Investments, Corporate Development, Mergers & Acquisitions, Alternative Investments, Financial Modeling, Asset Management, Due Diligence, Valuation, Capital Markets, IPO, Start-ups, Corporate Finance, Hedge Funds
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance
University of California, Berkeley 1980 — 1984
BA, Economics
JMP Group 1999 - Present
Montgomery Securities January 1996 - April 1999
Merrill Lynch June 1992 - January 1996
Skills
Private Equity, Venture Financing, Venture Capital, Cloud Computing, Contract Negotiation, Internal Controls, Investment Banking, Angel Investing, Private Placements, Investments, Corporate Development, Mergers & Acquisitions, Alternative Investments, Financial Modeling, Asset Management, Due Diligence, Valuation, Capital Markets, IPO, Start-ups, Corporate Finance, Hedge Funds
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Finance
University of California, Berkeley 1980 — 1984
BA, Economics
Daniel Schlicher's Merrill Lynch Experience June 2011 - July 2012
Job Consultant at FactSet Research Systems
Industry Market Research
Experience
FactSet Research Systems September 2012 - Present
Bluewolf July 2012 - September 2012
Merrill Lynch June 2011 - July 2012
Education
Union College 2007 — 2011
Bachelor of Arts, Economics
FactSet Research Systems September 2012 - Present
Bluewolf July 2012 - September 2012
Merrill Lynch June 2011 - July 2012
Education
Union College 2007 — 2011
Bachelor of Arts, Economics
Arthur McAllister Arthur McAllister's Merrill Lynch Experience 1996 - 2009
Job Retired
Industry Financial Services
Experience
Raymond James May 2009 - January 2015
Merrill Lynch 1996 - 2009
Wells Fargo Bank August 1982 - May 1996
Skills
Series 7, Wealth Management, Retirement Planning, Series 65, Series 63, Estate Planning, Retirement Income..., Financial Planning
Education
UCLA Anderson School of Management 1971 — 1972
MBA, Management
University of Colorado at Boulder
B.A., Asian Studies
Raymond James May 2009 - January 2015
Merrill Lynch 1996 - 2009
Wells Fargo Bank August 1982 - May 1996
Skills
Series 7, Wealth Management, Retirement Planning, Series 65, Series 63, Estate Planning, Retirement Income..., Financial Planning
Education
UCLA Anderson School of Management 1971 — 1972
MBA, Management
University of Colorado at Boulder
B.A., Asian Studies
William E. Haynes, III William E. Haynes, III's Merrill Lynch Experience March 2000 - April 2002
Job Managing Director Haynes Barker Investment Management, LLC
Industry Investment Management
Experience
Haynes Barker Investment Management, LLC April 2002 - Present
Youth Town of Tennessee, Inc. January 2006 - June 2010
The Salvation Army January 2004 - January 2006
West Tennessee Council of the Boyscouts of America January 1998 - January 2006
Merrill Lynch March 2000 - April 2002
Edward Jones July 1996 - March 2000
Union Planters Bank September 1990 - July 1996
Skills
Financial Analysis, Investments, Retirement Planning, Strategic Planning, Portfolio Management, Asset Managment, Asset Allocation, Strategic Financial..., Accounting, Insurance, Estate Planning, Wealth Management, Endowments, Retirement, Financial Advisory, Investment Management, Financial Planners, Tax, Wealth, Asset Management, Analysis, Mergers & Acquisitions, High Net Worth..., Risk Management, Wealth Accumulation, Securities, Fixed Annuities, Strategy, Finance, Employee Benefits, Executive Management, Management, Financial Modeling
Education
Union University 1987 — 1990
BSBA Economics & Finance
The McCallie School 1984 — 1986
Haynes Barker Investment Management, LLC April 2002 - Present
Youth Town of Tennessee, Inc. January 2006 - June 2010
The Salvation Army January 2004 - January 2006
West Tennessee Council of the Boyscouts of America January 1998 - January 2006
Merrill Lynch March 2000 - April 2002
Edward Jones July 1996 - March 2000
Union Planters Bank September 1990 - July 1996
Skills
Financial Analysis, Investments, Retirement Planning, Strategic Planning, Portfolio Management, Asset Managment, Asset Allocation, Strategic Financial..., Accounting, Insurance, Estate Planning, Wealth Management, Endowments, Retirement, Financial Advisory, Investment Management, Financial Planners, Tax, Wealth, Asset Management, Analysis, Mergers & Acquisitions, High Net Worth..., Risk Management, Wealth Accumulation, Securities, Fixed Annuities, Strategy, Finance, Employee Benefits, Executive Management, Management, Financial Modeling
Education
Union University 1987 — 1990
BSBA Economics & Finance
The McCallie School 1984 — 1986
Tiffany Barbara, CTFA's Merrill Lynch Experience 1994 - 1996
Job Senior Director Team Leader
Industry Investment Management
Experience
BNY Mellon Wealth Management September 2012 - Present
Bessemer Trust April 2009 - September 2012
Goldman Sachs March 2005 - June 2008
JP Morgan 1996 - 2005
Merrill Lynch 1994 - 1996
Prudential Financial 1990 - 1992
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Equities, Financial Services, Financial Analysis, Private Equity, Securities, Investment Management, Financial Advisory, Private Banking, Due Diligence, Risk Management, Management, Fixed Income, Estate Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1986 — 1990
BA, Sociology w/ Business Emphasis
BNY Mellon Wealth Management September 2012 - Present
Bessemer Trust April 2009 - September 2012
Goldman Sachs March 2005 - June 2008
JP Morgan 1996 - 2005
Merrill Lynch 1994 - 1996
Prudential Financial 1990 - 1992
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Equities, Financial Services, Financial Analysis, Private Equity, Securities, Investment Management, Financial Advisory, Private Banking, Due Diligence, Risk Management, Management, Fixed Income, Estate Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1986 — 1990
BA, Sociology w/ Business Emphasis
Robert Carney Robert Carney's Merrill Lynch Experience 1993 - 1997
Job Senior Vice President, Investments, Branch Manager at Raymond James
Industry Financial Services
Experience
Morgan Keegan & Co Inc May 2007 - February 2013
UBS Financial Services Inc. October 2002 - May 2007
Smith Barney 1997 - 2002
Merrill Lynch 1993 - 1997
US Army 1984 - 1992
Skills
Series 7, Wealth Management, Investments, Asset Managment, Series 63, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Fixed Income, Investment Strategies, Leadership, Risk Management, Finance, Securities, Management, Financial Advisory, Retirement, Program Management, Strategic Planning, Retirement Planning, Mutual Funds, Financial Planning
Education
United States Military Academy at West Point 1980 — 1984
Bachelor's of Science, Engineering
Morgan Keegan & Co Inc May 2007 - February 2013
UBS Financial Services Inc. October 2002 - May 2007
Smith Barney 1997 - 2002
Merrill Lynch 1993 - 1997
US Army 1984 - 1992
Skills
Series 7, Wealth Management, Investments, Asset Managment, Series 63, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Fixed Income, Investment Strategies, Leadership, Risk Management, Finance, Securities, Management, Financial Advisory, Retirement, Program Management, Strategic Planning, Retirement Planning, Mutual Funds, Financial Planning
Education
United States Military Academy at West Point 1980 — 1984
Bachelor's of Science, Engineering
Rosaria Carr, PMP Rosaria Carr, PMP's Merrill Lynch Experience August 1998 - August 1999
Job Information Security Program Manager at CIT
Industry Information Technology and Services
Experience
CIT April 2015 - Present
Wyndham Worldwide April 2014 - April 2015
Wyndham Worldwide July 2011 - March 2014
Ciber Inc, ITO Divison June 2010 - June 2011
IBM Global Services April 2010 - May 2010
Tiffany & Co. August 1999 - February 2009
Merrill Lynch August 1998 - August 1999
American Home Products 1996 - 1998
Skills
Business Process..., Integration, PMP, Cross-functional Team..., PMO, Project Management, Project Portfolio..., Program Management, Business Intelligence, Vendor Management, Service Delivery, Project Delivery, CRM, Organization &..., Outsourcing, Project Planning, Management, SDLC, ITIL, Business Analysis, Data Center, Leadership, Strategy, Risk Management, Enterprise Software, IT Strategy, IT Service Management, Requirements Analysis, Software Development, Process Improvement, Disaster Recovery, Business Process, IT Management, IT Operations, Information Technology, E-commerce, Prioritization, CA Clarity, SharePoint, Microsoft Excel, Microsoft Visio, Microsoft PowerPoint, Microsoft Word, Microsoft Project
Education
Project Management Institute 2009 — 2010
PMP Certification, Project Management Professional (PMP)
Union County College 1987 — 1992
Associate, Computer Science
CIT April 2015 - Present
Wyndham Worldwide April 2014 - April 2015
Wyndham Worldwide July 2011 - March 2014
Ciber Inc, ITO Divison June 2010 - June 2011
IBM Global Services April 2010 - May 2010
Tiffany & Co. August 1999 - February 2009
Merrill Lynch August 1998 - August 1999
American Home Products 1996 - 1998
Skills
Business Process..., Integration, PMP, Cross-functional Team..., PMO, Project Management, Project Portfolio..., Program Management, Business Intelligence, Vendor Management, Service Delivery, Project Delivery, CRM, Organization &..., Outsourcing, Project Planning, Management, SDLC, ITIL, Business Analysis, Data Center, Leadership, Strategy, Risk Management, Enterprise Software, IT Strategy, IT Service Management, Requirements Analysis, Software Development, Process Improvement, Disaster Recovery, Business Process, IT Management, IT Operations, Information Technology, E-commerce, Prioritization, CA Clarity, SharePoint, Microsoft Excel, Microsoft Visio, Microsoft PowerPoint, Microsoft Word, Microsoft Project
Education
Project Management Institute 2009 — 2010
PMP Certification, Project Management Professional (PMP)
Union County College 1987 — 1992
Associate, Computer Science
Bryan McWilliams Bryan McWilliams's Merrill Lynch Experience January 1999 - August 2002
Job Business Developer at DataBid
Industry Construction
Experience
DataBid June 2013 - Present
TD June 2013 - February 2014
Citizens Bank September 2002 - December 2005
Merrill Lynch January 1999 - August 2002
US Army June 1991 - June 1996
Skills
Account Management, Sales Management, New Business Development, Lead Generation, Sales, Negotiation, Business Development, Cold Calling, B2B, Contract Negotiation, Relationship Management, Banking, Credit, Construction, Risk Management
Education
United States Military Academy at West Point 1987 — 1991
Bachelor of Science (B.S.), Economics
DataBid June 2013 - Present
TD June 2013 - February 2014
Citizens Bank September 2002 - December 2005
Merrill Lynch January 1999 - August 2002
US Army June 1991 - June 1996
Skills
Account Management, Sales Management, New Business Development, Lead Generation, Sales, Negotiation, Business Development, Cold Calling, B2B, Contract Negotiation, Relationship Management, Banking, Credit, Construction, Risk Management
Education
United States Military Academy at West Point 1987 — 1991
Bachelor of Science (B.S.), Economics
John E. Barnes John E. Barnes's Merrill Lynch Experience November 1982 - February 1988
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 2009 - Present
Pulaski Technical College October 1991 - July 2012
Smith Barney February 1988 - July 2009
KATV January 1991 - October 1999
Merrill Lynch November 1982 - February 1988
Arkansas Sun October 1974 - November 1982
Skills
Portfolio Management, Investments, Securities, Retirement Planning, Financial Advisory, Higher Education, Finance, Public Speaking, Retirement, Business Journalism, Investment Advisory, Broadcast Television, Financial Planners, Nonprofits, Series 63, Series 7, Investment Management, Higher Education Policy, Alternative Investments, Wealth Management, Fundraising, Strategic Financial..., Mutual Funds, Small Business, Estate Planning, Fixed Annuities, FINRA, Wealth Management..., Asset Allocation, Investment Strategies, Asset Management, Life Insurance, Hedge Funds, college governance, Newspaper, Journalism, Long-term Care, weekly newspaper...
Education
Union University 1966 — 1970
BA, English and History
Raymond James July 2009 - Present
Pulaski Technical College October 1991 - July 2012
Smith Barney February 1988 - July 2009
KATV January 1991 - October 1999
Merrill Lynch November 1982 - February 1988
Arkansas Sun October 1974 - November 1982
Skills
Portfolio Management, Investments, Securities, Retirement Planning, Financial Advisory, Higher Education, Finance, Public Speaking, Retirement, Business Journalism, Investment Advisory, Broadcast Television, Financial Planners, Nonprofits, Series 63, Series 7, Investment Management, Higher Education Policy, Alternative Investments, Wealth Management, Fundraising, Strategic Financial..., Mutual Funds, Small Business, Estate Planning, Fixed Annuities, FINRA, Wealth Management..., Asset Allocation, Investment Strategies, Asset Management, Life Insurance, Hedge Funds, college governance, Newspaper, Journalism, Long-term Care, weekly newspaper...
Education
Union University 1966 — 1970
BA, English and History
Glenn Hoey Glenn Hoey's Merrill Lynch Experience 1996 - 2009
Job Investor
Industry Financial Services
Experience
Security Investing Group, LLC September 2011 - September 2012
Merrill Lynch 1996 - 2009
The Printing Center January 1984 - December 1995
Wells Fargo Bank September 1978 - December 1983
Union Bank June 1976 - August 1978
Skills
Entrepreneurship, Investment Strategies, Execution Management, Wealth, Risk, Start-ups, Sales Management, Wealth Management, Banking, Small Business, Business Management, Asset Allocation, Credit, Capital Markets, Investments, Portfolio Management, Investment Advisory, Management, Risk Management, Series 7, Private Equity, Emerging Markets, Wealth Management...
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Finance
University of California, San Diego 1969 — 1974
BA, Biology and Chinese Studies
Security Investing Group, LLC September 2011 - September 2012
Merrill Lynch 1996 - 2009
The Printing Center January 1984 - December 1995
Wells Fargo Bank September 1978 - December 1983
Union Bank June 1976 - August 1978
Skills
Entrepreneurship, Investment Strategies, Execution Management, Wealth, Risk, Start-ups, Sales Management, Wealth Management, Banking, Small Business, Business Management, Asset Allocation, Credit, Capital Markets, Investments, Portfolio Management, Investment Advisory, Management, Risk Management, Series 7, Private Equity, Emerging Markets, Wealth Management...
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Finance
University of California, San Diego 1969 — 1974
BA, Biology and Chinese Studies
Josh Danforth, CFP's Merrill Lynch Experience KC-135R PilotUS Air Force2001 - 2005
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch KC-135R PilotUS Air Force2001 - 2005
Education
The American College 2007 — 2009
CFP, Financial Planning
University of Phoenix 2004 — 2006
MBA
United States Air Force Academy 1995 — 1999
B.S., Engineering (Math Minor)
Arkansas Baptist High School
Merrill Lynch KC-135R PilotUS Air Force2001 - 2005
Education
The American College 2007 — 2009
CFP, Financial Planning
University of Phoenix 2004 — 2006
MBA
United States Air Force Academy 1995 — 1999
B.S., Engineering (Math Minor)
Arkansas Baptist High School
Steven Marrero's Merrill Lynch Experience February 2003 - July 2005
Job Vice President Manager Equity Derivatives Operations at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2011 - Present
Bank of America July 2009 - December 2010
Bank of America 2005 - July 2009
Merrill Lynch February 2003 - July 2005
Citigroup 1998 - 2003
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Options, Portfolio Management, Risk Management, Securities, Series 7, Trading
Education
Union College 1990 — 1994
BA, Economics
Fordham Preparatory High School 1986 — 1990
BNY Mellon June 2011 - Present
Bank of America July 2009 - December 2010
Bank of America 2005 - July 2009
Merrill Lynch February 2003 - July 2005
Citigroup 1998 - 2003
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Options, Portfolio Management, Risk Management, Securities, Series 7, Trading
Education
Union College 1990 — 1994
BA, Economics
Fordham Preparatory High School 1986 — 1990
Tom De Moya Tom De Moya's Merrill Lynch Experience January 2008 - March 2008
Job Senior Analyst at Dealer.com
Industry Online Media
Experience
Dealer.com August 2014 - Present
Dealer.com October 2011 - Present
LocalFound Media April 2011 - Present
VPPSA June 2009 - February 2011
ArcelorMittal August 2008 - January 2009
Merrill Lynch January 2008 - March 2008
Union College 2004 - 2008
Schuyler Builders May 2007 - August 2007
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Wordpress, SEO, WordPress, Google Analytics, Digital Strategy, Google Adwords, Web Design, Web Development, Web Analytics, Web Marketing, Online Marketing, SEM, Online Advertising, Social Media, Social Media Marketing, Marketing Strategy
Education
Union College 2004 — 2008
BA, Economics, Minor in Classics
Dealer.com August 2014 - Present
Dealer.com October 2011 - Present
LocalFound Media April 2011 - Present
VPPSA June 2009 - February 2011
ArcelorMittal August 2008 - January 2009
Merrill Lynch January 2008 - March 2008
Union College 2004 - 2008
Schuyler Builders May 2007 - August 2007
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Wordpress, SEO, WordPress, Google Analytics, Digital Strategy, Google Adwords, Web Design, Web Development, Web Analytics, Web Marketing, Online Marketing, SEM, Online Advertising, Social Media, Social Media Marketing, Marketing Strategy
Education
Union College 2004 — 2008
BA, Economics, Minor in Classics
Jason Bethala Jason Bethala's Merrill Lynch Experience July 2004 - July 2009
Job Associate at Citi
Industry Investment Banking
Experience
Citi July 2015 - Present
HSBC Global Banking and Markets July 2014 - June 2015
Enova Energy Group, LLC March 2013 - July 2014
UBS Investment Bank September 2011 - March 2013
UBS Investment Bank June 2010 - August 2010
Merrill Lynch July 2004 - July 2009
Skills
Financial Modeling, Wealth Management, Corporate Finance, Investment Banking, Private Equity, Valuation, Business Development, Project Finance, Debt & Equity Financing, Pellets, Renewable Energy, Mergers & Acquisitions, Project Management, Utility Industry, Power Generation, Biomass Conversion, Due Diligence, M&A experience, Capital Markets, Financial Analysis, Investments, Equities
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Finance, Entrepreneurship
University of Pennsylvania 2001 — 2004
Bachelor of Science in Engineering, Systems Science & Engineering, Economics (minor)
Citi July 2015 - Present
HSBC Global Banking and Markets July 2014 - June 2015
Enova Energy Group, LLC March 2013 - July 2014
UBS Investment Bank September 2011 - March 2013
UBS Investment Bank June 2010 - August 2010
Merrill Lynch July 2004 - July 2009
Skills
Financial Modeling, Wealth Management, Corporate Finance, Investment Banking, Private Equity, Valuation, Business Development, Project Finance, Debt & Equity Financing, Pellets, Renewable Energy, Mergers & Acquisitions, Project Management, Utility Industry, Power Generation, Biomass Conversion, Due Diligence, M&A experience, Capital Markets, Financial Analysis, Investments, Equities
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Finance, Entrepreneurship
University of Pennsylvania 2001 — 2004
Bachelor of Science in Engineering, Systems Science & Engineering, Economics (minor)
James Seramba James Seramba's Merrill Lynch Experience January 1995 - July 1999
Job Director Wealth Management | Strategist with Expertise in Investment Management, and Financial Planning & Advisory
Industry Financial Services
Experience
Gravity Investments, LLC November 2013 - February 2015
Wall Street Warfighters September 2013 - February 2015
Grey Oak Wealth Management October 2006 - June 2013
UBS Wealth Management July 1999 - October 2006
Merrill Lynch January 1995 - July 1999
Guardian Industries June 1993 - December 1994
US Army May 1986 - March 1993
Skills
Estate Planning, Retirement Planning, Succession Planning, Financial Planning, Wealth Management, Retirement, Trusts, Long Term Care, Insurance Planning, Annuities, Asset Protection, IRA's, Investments, Fixed Annuities, Strategic Financial..., Investment Management, Investment Banking, High Net Worth..., FINRA, Financial Services, Venture Capital, Equities, Wealth, Financial Advisory, Finance, Alternative Investments, Financial Planners
Education
Wake Forest University School of Business 1997 — 1999
MBA, International Finance
United States Military Academy at West Point 1982 — 1986
Bachelor of Science, Mechanical Engineering
Gravity Investments, LLC November 2013 - February 2015
Wall Street Warfighters September 2013 - February 2015
Grey Oak Wealth Management October 2006 - June 2013
UBS Wealth Management July 1999 - October 2006
Merrill Lynch January 1995 - July 1999
Guardian Industries June 1993 - December 1994
US Army May 1986 - March 1993
Skills
Estate Planning, Retirement Planning, Succession Planning, Financial Planning, Wealth Management, Retirement, Trusts, Long Term Care, Insurance Planning, Annuities, Asset Protection, IRA's, Investments, Fixed Annuities, Strategic Financial..., Investment Management, Investment Banking, High Net Worth..., FINRA, Financial Services, Venture Capital, Equities, Wealth, Financial Advisory, Finance, Alternative Investments, Financial Planners
Education
Wake Forest University School of Business 1997 — 1999
MBA, International Finance
United States Military Academy at West Point 1982 — 1986
Bachelor of Science, Mechanical Engineering
Josh Jose Josh Jose's Merrill Lynch Experience August 2006 - December 2008
Job Independent Consultant
Industry Oil & Energy
Experience
ERRA December 2014 - Present
ERRA Incorporated March 2010 - Present
NURSES Etc STAFFING October 2013 - December 2014
Joshua Jose January 2009 - March 2010
Merrill Lynch August 2006 - December 2008
Air Force Personnel Center July 2002 - July 2006
HQ Air Mobility Command January 1999 - January 2002
463d AG January 1993 - January 1996
452d FTS January 1987 - January 1991
Skills
Strategic Planning, Organizational..., Project Management, Analysis, Financial Management, Portfolio Management, Business Strategy, Executive Management, Managerial Finance, Program Management, Strategy, Management, Team Building, Mergers & Acquisitions, Start-ups, Budgets, Business Development, Training, Military, Process Improvement, Leadership, Risk Management, Change Management, Operations Management, Recruiting, Finance, Financial Analysis, Human Resources, Financial Modeling, Negotiation
Education
University of the Incarnate Word 1993 — 1995
Master of Arts, Administration
United States Air Force Academy 1981 — 1985
Bachelor of Science, Engineering
Newark High
ERRA December 2014 - Present
ERRA Incorporated March 2010 - Present
NURSES Etc STAFFING October 2013 - December 2014
Joshua Jose January 2009 - March 2010
Merrill Lynch August 2006 - December 2008
Air Force Personnel Center July 2002 - July 2006
HQ Air Mobility Command January 1999 - January 2002
463d AG January 1993 - January 1996
452d FTS January 1987 - January 1991
Skills
Strategic Planning, Organizational..., Project Management, Analysis, Financial Management, Portfolio Management, Business Strategy, Executive Management, Managerial Finance, Program Management, Strategy, Management, Team Building, Mergers & Acquisitions, Start-ups, Budgets, Business Development, Training, Military, Process Improvement, Leadership, Risk Management, Change Management, Operations Management, Recruiting, Finance, Financial Analysis, Human Resources, Financial Modeling, Negotiation
Education
University of the Incarnate Word 1993 — 1995
Master of Arts, Administration
United States Air Force Academy 1981 — 1985
Bachelor of Science, Engineering
Newark High
Bill Roller Bill Roller's Merrill Lynch Experience July 1994 - October 2003
Job Leader of a high technology registered investment advisory firm in Vancouver, Washington
Industry Investment Management
Experience
BR Capital, Inc November 2003 - Present
BR Mortgage, Inc. March 2004 - January 2010
Fort Vancouver National Trust 2005 - 2008
Pearson Field Historical Society September 1995 - November 2005
Merrill Lynch July 1994 - October 2003
Skills
Chartered Financial..., Certified Financial..., Commercial Pilot, Databases, Video Production, Website Development, Marketing, Social Media Marketing, Creative Writing, Speech Writing, MBA, Financial Analysis, Asset Management, Commercial Aviation, Investment Properties, Public Relations, Finance, Investment Advisory, Entrepreneurship, Financial Services, Mortgage Lending, Small Business, Fundraising, Nonprofits, Mergers & Acquisitions, Training, Investments, Start-ups, Real Estate, Leadership, Strategic Planning, Loans, Executive Management, Alternative Investments, Public Speaking, Retirement Planning, Private Equity, Estate Planning, Residential Mortgages, Investment Management, Refinance, Portfolio Management, Retirement, Funding, Commercial Real Estate, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Decision Science and Marketing
United States Military Academy at West Point 1978 — 1982
BS, Engineering
BR Capital, Inc November 2003 - Present
BR Mortgage, Inc. March 2004 - January 2010
Fort Vancouver National Trust 2005 - 2008
Pearson Field Historical Society September 1995 - November 2005
Merrill Lynch July 1994 - October 2003
Skills
Chartered Financial..., Certified Financial..., Commercial Pilot, Databases, Video Production, Website Development, Marketing, Social Media Marketing, Creative Writing, Speech Writing, MBA, Financial Analysis, Asset Management, Commercial Aviation, Investment Properties, Public Relations, Finance, Investment Advisory, Entrepreneurship, Financial Services, Mortgage Lending, Small Business, Fundraising, Nonprofits, Mergers & Acquisitions, Training, Investments, Start-ups, Real Estate, Leadership, Strategic Planning, Loans, Executive Management, Alternative Investments, Public Speaking, Retirement Planning, Private Equity, Estate Planning, Residential Mortgages, Investment Management, Refinance, Portfolio Management, Retirement, Funding, Commercial Real Estate, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Decision Science and Marketing
United States Military Academy at West Point 1978 — 1982
BS, Engineering
Lukman Clark's Merrill Lynch Experience August 1999 - August 2001
Job WRITER, ARTIST, POET at Lukman Clark
Industry Nonprofit Organization Management
Experience
Lukman Clark October 1955 - Present
University of California, Riverside January 2014 - October 2014
WLCAC February 2011 - December 2013
UU PSWD 2009 - 2013
Harbor Area Farmers Markets June 2007 - January 2011
Clark & Associates October 2001 - December 2010
Merrill Lynch August 1999 - August 2001
Museum of Latin American Art June 1998 - May 1999
Indo-American Enterprises August 1996 - April 1998
CalState Long Beach February 1994 - August 1996
Skills
Grant Writing, Fundraising, Community Outreach, Nonprofits, Program Development, Public Speaking, Research, Community Development, Program Evaluation, Non-profits, Grants, Policy, Workshop Facilitation, Policy Analysis, Board Development, Community Organizing, Proposal Writing, Organizational..., Program Management, Individual Donor..., Non-profit..., Philanthropy, Poetry, Novels
Education
Oxford Seminars 2012 — 2012
TESOL/TESL/TEFL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
UCLA Anderson School of Management 1974 — 1976
Master of Business Administration (MBA), International Development
UCSD 1972 — 1973
Bachelor of Arts (B.A.), Communications
University of California, Santa Barbara 1963 — 1967
Really?, Engineering; English; Religious Studies; Independent Studies
Lukman Clark October 1955 - Present
University of California, Riverside January 2014 - October 2014
WLCAC February 2011 - December 2013
UU PSWD 2009 - 2013
Harbor Area Farmers Markets June 2007 - January 2011
Clark & Associates October 2001 - December 2010
Merrill Lynch August 1999 - August 2001
Museum of Latin American Art June 1998 - May 1999
Indo-American Enterprises August 1996 - April 1998
CalState Long Beach February 1994 - August 1996
Skills
Grant Writing, Fundraising, Community Outreach, Nonprofits, Program Development, Public Speaking, Research, Community Development, Program Evaluation, Non-profits, Grants, Policy, Workshop Facilitation, Policy Analysis, Board Development, Community Organizing, Proposal Writing, Organizational..., Program Management, Individual Donor..., Non-profit..., Philanthropy, Poetry, Novels
Education
Oxford Seminars 2012 — 2012
TESOL/TESL/TEFL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
UCLA Anderson School of Management 1974 — 1976
Master of Business Administration (MBA), International Development
UCSD 1972 — 1973
Bachelor of Arts (B.A.), Communications
University of California, Santa Barbara 1963 — 1967
Really?, Engineering; English; Religious Studies; Independent Studies
Darryl Rodgers Darryl Rodgers's Merrill Lynch Experience August 1999 - April 2003
Job Vice President, Financial Advisor at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management October 2014 - Present
Point Capital Markets, LLC / CAVU Securities, LLC March 2012 - May 2014
MindStare, LLC June 2006 - March 2011
Bank of America April 2003 - June 2006
Merrill Lynch August 1999 - April 2003
Goldman Sachs June 1998 - August 1998
US Army 1994 - 1997
Education
United States Military Academy at West Point 1990 — 1994
Bachelor of Science (BS), Mathematical Economics ~ Minor in Systems Engineering
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA), General Management
Bernstein Private Wealth Management October 2014 - Present
Point Capital Markets, LLC / CAVU Securities, LLC March 2012 - May 2014
MindStare, LLC June 2006 - March 2011
Bank of America April 2003 - June 2006
Merrill Lynch August 1999 - April 2003
Goldman Sachs June 1998 - August 1998
US Army 1994 - 1997
Education
United States Military Academy at West Point 1990 — 1994
Bachelor of Science (BS), Mathematical Economics ~ Minor in Systems Engineering
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA), General Management
Timothy White's Merrill Lynch Experience October 1984 - February 1987
Job Lead Banker in NEW Venture in Campus Development & Student Residence
Industry Real Estate
Experience
Hammond Hanlon Camp LLC May 2015 - Present
Mitchelstown Companies June 2012 - Present
University at Albany May 2008 - Present
Carey, Kramer, Pettit, Panichelli & Associates January 2014 - February 2015
9W & Wemple 2003 - 2007
CBRE January 2003 - January 2006
HFF 1993 - 2001
Picotte Companies 1990 - 1993
CBRE May 1987 - January 1989
Merrill Lynch October 1984 - February 1987
Skills
Finance, Banking, Tax, Analysis, Data Analysis, Corporate Finance, Due Diligence, Entrepreneurship, Budgets, Microsoft Excel, Mergers & Acquisitions, Portfolio Management, Private Equity, Investment Banking
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
University of Connecticut 1975 — 1979
BS - Magna Cum Laude, Finance
Colonie Central High School 1971 — 1975
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
University at Albany, SUNY
Hammond Hanlon Camp LLC May 2015 - Present
Mitchelstown Companies June 2012 - Present
University at Albany May 2008 - Present
Carey, Kramer, Pettit, Panichelli & Associates January 2014 - February 2015
9W & Wemple 2003 - 2007
CBRE January 2003 - January 2006
HFF 1993 - 2001
Picotte Companies 1990 - 1993
CBRE May 1987 - January 1989
Merrill Lynch October 1984 - February 1987
Skills
Finance, Banking, Tax, Analysis, Data Analysis, Corporate Finance, Due Diligence, Entrepreneurship, Budgets, Microsoft Excel, Mergers & Acquisitions, Portfolio Management, Private Equity, Investment Banking
Education
UCLA Anderson School of Management 1982 — 1984
MBA, Finance
University of Connecticut 1975 — 1979
BS - Magna Cum Laude, Finance
Colonie Central High School 1971 — 1975
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
University at Albany, SUNY
Patrick Sheridan Patrick Sheridan's Merrill Lynch Experience June 2007 - August 2007
Job Managing Member at Sheridan Investment Group
Industry Restaurants
Experience
Sheridan Investment group July 2009 - Present
Men at Work January 2008 - January 2010
Merrill Lynch June 2007 - August 2007
Skills
Social Media, Public Speaking, Microsoft Excel, Marketing, PowerPoint, Strategic Planning, Event Planning, Microsoft Office, Customer Service, Research, Sales, Social Media Marketing, Market Research, Microsoft Word, Account Management, Retail, Leadership, Management, Marketing Strategy, New Business Development
Education
Union College 2004 — 2008
Bachelor of Science, Sociology
Avon old farms
Avon old farms
Sheridan Investment group July 2009 - Present
Men at Work January 2008 - January 2010
Merrill Lynch June 2007 - August 2007
Skills
Social Media, Public Speaking, Microsoft Excel, Marketing, PowerPoint, Strategic Planning, Event Planning, Microsoft Office, Customer Service, Research, Sales, Social Media Marketing, Market Research, Microsoft Word, Account Management, Retail, Leadership, Management, Marketing Strategy, New Business Development
Education
Union College 2004 — 2008
Bachelor of Science, Sociology
Avon old farms
Avon old farms
Guy Macias's Merrill Lynch Experience 2003 - 2004
Job Director of Sales at Sipp.
Industry Consumer Goods
Experience
Sipp Eco Beverage February 2014 - Present
GOBIE h2o 2012 - 2014
Market Street Partners 2011 - 2012
Sports Gift Inc. 2010 - 2011
Morgan Stanley 2005 - 2009
Partnervest Financial Group, LLC 2004 - 2005
Bacara Resort & Spa 2004 - 2004
Merrill Lynch 2003 - 2004
Starwood Hotels & Resorts Worldwide, Inc. 2002 - 2004
Skills
Business Development, New Business Development, Investments, Financial Analysis, Business Strategy, Business Analysis, Investor Relations, Financial Modeling, Strategy, Portfolio Management, Market Research, Marketing, Competitive Analysis, Strategic Consulting, Creative Pitching, Marketing Strategy, Product Marketing, Product Development, Negotiation
Education
University of California, Santa Barbara
Bachelor's Degree, Business/Managerial Economics
UCLA Extension
Business Development
Sipp Eco Beverage February 2014 - Present
GOBIE h2o 2012 - 2014
Market Street Partners 2011 - 2012
Sports Gift Inc. 2010 - 2011
Morgan Stanley 2005 - 2009
Partnervest Financial Group, LLC 2004 - 2005
Bacara Resort & Spa 2004 - 2004
Merrill Lynch 2003 - 2004
Starwood Hotels & Resorts Worldwide, Inc. 2002 - 2004
Skills
Business Development, New Business Development, Investments, Financial Analysis, Business Strategy, Business Analysis, Investor Relations, Financial Modeling, Strategy, Portfolio Management, Market Research, Marketing, Competitive Analysis, Strategic Consulting, Creative Pitching, Marketing Strategy, Product Marketing, Product Development, Negotiation
Education
University of California, Santa Barbara
Bachelor's Degree, Business/Managerial Economics
UCLA Extension
Business Development
Seth Lowry Seth Lowry's Merrill Lynch Experience July 2007 - August 2009
Job Vice President of Investment Strategy at Hall Private Wealth Advisors
Industry Investment Management
Experience
Hall Private Wealth Advisors April 2015 - Present
Airspeed Equity October 2014 - April 2015
Crystal Key Property Management 2015 - 2015
citi April 2011 - August 2014
Bank of America August 2009 - October 2010
Merrill Lynch July 2007 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Capital Markets, Equity Research, Strategy, Hedge Funds, Securities, Series 7, Asset Management
Education
University of Colorado Boulder 2005 — 2007
Bachelor of Science (BS), Business
United States Air Force Academy 2003 — 2005
Hall Private Wealth Advisors April 2015 - Present
Airspeed Equity October 2014 - April 2015
Crystal Key Property Management 2015 - 2015
citi April 2011 - August 2014
Bank of America August 2009 - October 2010
Merrill Lynch July 2007 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Capital Markets, Equity Research, Strategy, Hedge Funds, Securities, Series 7, Asset Management
Education
University of Colorado Boulder 2005 — 2007
Bachelor of Science (BS), Business
United States Air Force Academy 2003 — 2005
Chad Rupe Chad Rupe's Merrill Lynch Experience May 2002 - April 2004
Job Business and Community Programs Specialist at USDA Rural Development
Industry Government Administration
Experience
USDA Rural Development August 2015 - Present
Points West Community Bank January 2006 - August 2015
Wyoming Professional Hunters September 2010 - October 2013
Bank of the West May 2004 - January 2006
Merrill Lynch May 2002 - April 2004
Precision Composites, Inc. March 2001 - April 2002
Newell Rubbermaid July 2000 - February 2001
US Army 1994 - 2000
Skills
Agricultural Lending..., Scout Platoon Leaders..., Armor Captains Career..., Armor Officer Basic..., Financial Analysis, Commercial Lending, Community Banking, Real Estate Lending, NMLS Licensed, USDA Rural, Executive Management, Management, Investments, Risk Management, Operations Management, Program Management, Credit, Team Leadership, Small Business Lending, Leadership, Asset Management, Business Development, Strategic Planning, Organizational..., Mortgage Lending, Military, Banking, Leadership Development, Finance, Business Planning, Financial Modeling, Business Analysis, Start-ups, Portfolio Management, Loans, Military Operations, Command, Community Development, Employee Training
Education
University of Phoenix 2000 — 2003
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1990 — 1994
BS, Military History
USDA Rural Development August 2015 - Present
Points West Community Bank January 2006 - August 2015
Wyoming Professional Hunters September 2010 - October 2013
Bank of the West May 2004 - January 2006
Merrill Lynch May 2002 - April 2004
Precision Composites, Inc. March 2001 - April 2002
Newell Rubbermaid July 2000 - February 2001
US Army 1994 - 2000
Skills
Agricultural Lending..., Scout Platoon Leaders..., Armor Captains Career..., Armor Officer Basic..., Financial Analysis, Commercial Lending, Community Banking, Real Estate Lending, NMLS Licensed, USDA Rural, Executive Management, Management, Investments, Risk Management, Operations Management, Program Management, Credit, Team Leadership, Small Business Lending, Leadership, Asset Management, Business Development, Strategic Planning, Organizational..., Mortgage Lending, Military, Banking, Leadership Development, Finance, Business Planning, Financial Modeling, Business Analysis, Start-ups, Portfolio Management, Loans, Military Operations, Command, Community Development, Employee Training
Education
University of Phoenix 2000 — 2003
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1990 — 1994
BS, Military History
Chris Vazquez's Merrill Lynch Experience January 2010 - April 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
AXA Advisors June 2011 - October 2012
Merrill Lynch January 2010 - April 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Investments, Insurance, Securities, Financial Analysis, Fixed Annuities, FINRA, Financial Modeling, Analysis, Series 7, Microsoft Office, Data Analysis, Series 63, Accounting, Wealth Management, Financial Planning, Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Investment Strategies
Education
Union College 2007 — 2011
Bachelor, Managerial Economics
Bergen Catholic High School 2003 — 2007
High School Diploma
BlackRock January 2013 - Present
AXA Advisors June 2011 - October 2012
Merrill Lynch January 2010 - April 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Investments, Insurance, Securities, Financial Analysis, Fixed Annuities, FINRA, Financial Modeling, Analysis, Series 7, Microsoft Office, Data Analysis, Series 63, Accounting, Wealth Management, Financial Planning, Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Investment Strategies
Education
Union College 2007 — 2011
Bachelor, Managerial Economics
Bergen Catholic High School 2003 — 2007
High School Diploma
James Schellens James Schellens's Merrill Lynch Experience September 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
ACARI Engineering, Inc. June 2010 - September 2011
Skills
Series 7, Uniform Combined State..., Investments, Leadership, Strategic Planning, Product Marketing, Wealth Management, Mutual Funds, Asset Management, Finance
Education
Union College 2007 — 2010
The Williams School 2002 — 2006
High School
Merrill Lynch September 2011 - Present
ACARI Engineering, Inc. June 2010 - September 2011
Skills
Series 7, Uniform Combined State..., Investments, Leadership, Strategic Planning, Product Marketing, Wealth Management, Mutual Funds, Asset Management, Finance
Education
Union College 2007 — 2010
The Williams School 2002 — 2006
High School
Justin Francis Mathews, MHA Justin Francis Mathews, MHA's Merrill Lynch Experience August 2008 - December 2008
Job Financial Analyst at Wound Care Advantage
Industry Hospital & Health Care
Experience
Wound Care Advantage April 2014 - Present
HealthCare Partners November 2013 - April 2014
The Saban Research Institute May 2013 - October 2013
White Memorial Medical Center January 2013 - May 2013
Children's Hospital Los Angeles (CHLA) January 2013 - May 2013
USC Trojan Bookstore September 2012 - May 2013
Ronald Reagan UCLA Medical Center November 2011 - August 2012
VeoMed August 2009 - March 2011
Merrill Lynch August 2008 - December 2008
Education
University of Southern California 2012 — 2014
Master of Health Administration (MHA), Healthcare Finance; Health Systems Operations
UCLA Extension
Post-Baccalaureate Certificate, Accounting
University of California, Irvine 2006 — 2011
Bachelor of Arts (B.A.), Quantitative Economics
Bishop Montgomery High School 2002 — 2006
Wound Care Advantage April 2014 - Present
HealthCare Partners November 2013 - April 2014
The Saban Research Institute May 2013 - October 2013
White Memorial Medical Center January 2013 - May 2013
Children's Hospital Los Angeles (CHLA) January 2013 - May 2013
USC Trojan Bookstore September 2012 - May 2013
Ronald Reagan UCLA Medical Center November 2011 - August 2012
VeoMed August 2009 - March 2011
Merrill Lynch August 2008 - December 2008
Education
University of Southern California 2012 — 2014
Master of Health Administration (MHA), Healthcare Finance; Health Systems Operations
UCLA Extension
Post-Baccalaureate Certificate, Accounting
University of California, Irvine 2006 — 2011
Bachelor of Arts (B.A.), Quantitative Economics
Bishop Montgomery High School 2002 — 2006
Andrew Tino Andrew Tino's Merrill Lynch Experience May 1998 - April 2001
Job Senior Vice President & Director of BrokerDealer and Capital Markets Compliance at PNC
Industry Financial Services
Experience
PNC March 2015 - Present
PNC March 2014 - March 2015
PNC January 2012 - March 2014
PNC Financial Services Group June 2007 - January 2012
PNC Investments March 2005 - June 2007
PNC Investments April 2003 - February 2005
PNC Investments May 2001 - March 2003
Merrill Lynch May 1998 - April 2001
Tullett Prebon 1995 - 1998
Skills
Asset Managment, Compliance, Securities, Series 7, Capital Markets, FINRA, Series 24, AML, Uniform Combined State..., Securities Regulation, Series 63, USA PATRIOT Act, Asset Management, Investment Advisory, Risk Management, Enterprise Risk...
Education
Union College 1991 — 1995
BA, Political Science
PNC March 2015 - Present
PNC March 2014 - March 2015
PNC January 2012 - March 2014
PNC Financial Services Group June 2007 - January 2012
PNC Investments March 2005 - June 2007
PNC Investments April 2003 - February 2005
PNC Investments May 2001 - March 2003
Merrill Lynch May 1998 - April 2001
Tullett Prebon 1995 - 1998
Skills
Asset Managment, Compliance, Securities, Series 7, Capital Markets, FINRA, Series 24, AML, Uniform Combined State..., Securities Regulation, Series 63, USA PATRIOT Act, Asset Management, Investment Advisory, Risk Management, Enterprise Risk...
Education
Union College 1991 — 1995
BA, Political Science
Joseph Fernandes's Merrill Lynch Experience January 2004 - January 2008
Job Managing Partner The 401k Group LLC
Industry Financial Services
Experience
Self-employed January 1997 - Present
Merrill Lynch January 2004 - January 2008
Legg Mason January 2000 - January 2005
Skills
Series 7, Retirement, Estate Planning, Fixed Annuities, Series 63, Insurance, Series 65,, Series 9, Series 10, Life Insurance, Health Insurance, Group Benefit Plans, Employee Benefits, 403 b, Retirement Planning, 401k, Finance, Mutual Funds, Investments, Wealth Management, Financial Planning
Education
Union County College 1979 — 1982
Associate's degree, Business Administration and Management, General
Hillside High School 1974 — 1978
Self-employed January 1997 - Present
Merrill Lynch January 2004 - January 2008
Legg Mason January 2000 - January 2005
Skills
Series 7, Retirement, Estate Planning, Fixed Annuities, Series 63, Insurance, Series 65,, Series 9, Series 10, Life Insurance, Health Insurance, Group Benefit Plans, Employee Benefits, 403 b, Retirement Planning, 401k, Finance, Mutual Funds, Investments, Wealth Management, Financial Planning
Education
Union County College 1979 — 1982
Associate's degree, Business Administration and Management, General
Hillside High School 1974 — 1978
Charlie Pinigis Charlie Pinigis's Merrill Lynch Experience May 1992 - February 1993
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors November 2008 - Present
H&R Block Financial Advisors December 1999 - October 2008
Olde Discount Stockbrokers February 1993 - December 1999
Merrill Lynch May 1992 - February 1993
US Army December 1989 - February 1992
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science, Management
Heritage High School
Heritage High School
Ameriprise Financial Advisors November 2008 - Present
H&R Block Financial Advisors December 1999 - October 2008
Olde Discount Stockbrokers February 1993 - December 1999
Merrill Lynch May 1992 - February 1993
US Army December 1989 - February 1992
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science, Management
Heritage High School
Heritage High School
David Chodosch's Merrill Lynch Experience January 1995 - 1998
Job Senior Vice President Investments
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley Smith Barney 1998 - November 2008
Merrill Lynch January 1995 - 1998
Education
Union College 1990 — 1994
Bachelor of Arts (B.A.), History
UBS November 2008 - Present
Morgan Stanley Smith Barney 1998 - November 2008
Merrill Lynch January 1995 - 1998
Education
Union College 1990 — 1994
Bachelor of Arts (B.A.), History
Jill Hisey Jill Hisey's Merrill Lynch Experience April 1987 - November 1988
Job Strategy, Marketing, Partnerships, Business Development
Industry Higher Education
Experience
UCLA Anderson June 2001 - Present
Evolution Marketing June 2001 - 2008
The Tennis Channel June 2001 - December 2003
Disney ABC Television Group May 1994 - June 2001
Dow Jones February 1990 - May 1994
Citi November 1988 - February 1990
Merrill Lynch April 1987 - November 1988
Skills
Marketing, Strategic Planning, Strategic Partnerships, Marketing Communications, Alumni Relations, Strategy, Market Research, Entrepreneurship, Event Planning, New Media, Business Strategy, Public Speaking, Leadership, Marketing Strategy, Management, Organizational..., Affiliate Marketing, Social Media
Education
UCLA
BA, Sociology/Business
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing
UCLA Anderson June 2001 - Present
Evolution Marketing June 2001 - 2008
The Tennis Channel June 2001 - December 2003
Disney ABC Television Group May 1994 - June 2001
Dow Jones February 1990 - May 1994
Citi November 1988 - February 1990
Merrill Lynch April 1987 - November 1988
Skills
Marketing, Strategic Planning, Strategic Partnerships, Marketing Communications, Alumni Relations, Strategy, Market Research, Entrepreneurship, Event Planning, New Media, Business Strategy, Public Speaking, Leadership, Marketing Strategy, Management, Organizational..., Affiliate Marketing, Social Media
Education
UCLA
BA, Sociology/Business
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing
William Dewey William Dewey's Merrill Lynch Experience July 2014 - Present
Job Assistant Vice President; Financial Wellness Specalist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch February 2012 - June 2014
WorldCast Anglers June 2007 - October 2011
Jackson Hole Mountain Resort November 2008 - April 2011
WorldCast Anglers June 2007 - October 2008
Orvis June 2008 - September 2008
Grant Work in Kyrgyzstan May 2006 - August 2006
WorldCast Anglers June 2005 - September 2005
Army Jeep Parts July 2004 - August 2004
British Miles May 2003 - August 2003
Education
Union College 2003 — 2007
BA, Classics, Economics, Art History
College Year in Athens 2005 — 2005
Classics
Maine Coast Semester 2002 — 2002
Princeton Day School 1999 — 2003
Merrill Lynch July 2014 - Present
Merrill Lynch February 2012 - June 2014
WorldCast Anglers June 2007 - October 2011
Jackson Hole Mountain Resort November 2008 - April 2011
WorldCast Anglers June 2007 - October 2008
Orvis June 2008 - September 2008
Grant Work in Kyrgyzstan May 2006 - August 2006
WorldCast Anglers June 2005 - September 2005
Army Jeep Parts July 2004 - August 2004
British Miles May 2003 - August 2003
Education
Union College 2003 — 2007
BA, Classics, Economics, Art History
College Year in Athens 2005 — 2005
Classics
Maine Coast Semester 2002 — 2002
Princeton Day School 1999 — 2003
Jennifer Shaw (Pike) Jennifer Shaw (Pike)'s Merrill Lynch Experience January 2006 - April 2006
Job Manager, Brand and Analytics at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services June 2013 - March 2015
John Hancock Life Insurance Company (U.S.A.) - International Group Program (IGP) June 2012 - June 2013
John Hancock Life Insurance Company (U.S.A.) July 2007 - June 2012
Union Graduate College September 2003 - June 2006
Merrill Lynch January 2006 - April 2006
Skills
Financial Analysis, Insurance, Event Management, PowerPoint, Customer Relations, Microsoft Office, Research, Marketing Communications, Marketing Event Planning, Community Engagement, Corporate Social..., Volunteering, Public Relations, Social Media, Microsoft Excel, Relationship Development, Analysis, Social Media Marketing, Management, Customer Service, Marketing
Education
Rivier College 2011 — 2014
MBA, Marketing
Union College 2003 — 2007
Bachelor of Arts, Managerial Economics, English
Northfield Mount Hermon 1999 — 2003
High School
John Hancock Financial Services March 2015 - Present
John Hancock Financial Services June 2013 - March 2015
John Hancock Life Insurance Company (U.S.A.) - International Group Program (IGP) June 2012 - June 2013
John Hancock Life Insurance Company (U.S.A.) July 2007 - June 2012
Union Graduate College September 2003 - June 2006
Merrill Lynch January 2006 - April 2006
Skills
Financial Analysis, Insurance, Event Management, PowerPoint, Customer Relations, Microsoft Office, Research, Marketing Communications, Marketing Event Planning, Community Engagement, Corporate Social..., Volunteering, Public Relations, Social Media, Microsoft Excel, Relationship Development, Analysis, Social Media Marketing, Management, Customer Service, Marketing
Education
Rivier College 2011 — 2014
MBA, Marketing
Union College 2003 — 2007
Bachelor of Arts, Managerial Economics, English
Northfield Mount Hermon 1999 — 2003
High School
Shane Brady's Merrill Lynch Experience June 2015 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Stelios Pizza June 2008 - August 2013
Wayland Student Press Network September 2011 - May 2012
Greg Carter European Hockey School June 2010 - September 2010
Skills
Proficient in Microsoft..., Conversational in..., Familiar with Python..., Proficient in Latin, Leadership, Editing, Microsoft Office, Public Speaking, Social Media, Research
Education
Union College 2012 — 2016
Bachelor of Science (BS), Mathematics, Senior
Wayland High School 2010 — 2012
High School
Merrill Lynch June 2015 - Present
Stelios Pizza June 2008 - August 2013
Wayland Student Press Network September 2011 - May 2012
Greg Carter European Hockey School June 2010 - September 2010
Skills
Proficient in Microsoft..., Conversational in..., Familiar with Python..., Proficient in Latin, Leadership, Editing, Microsoft Office, Public Speaking, Social Media, Research
Education
Union College 2012 — 2016
Bachelor of Science (BS), Mathematics, Senior
Wayland High School 2010 — 2012
High School
Mark Leets Mark Leets's Merrill Lynch Experience April 2000 - May 2001
Job CFO at LBI Entertainment, LLC
Industry Entertainment
Experience
LBI Entertainment, LLC January 2010 - Present
VMG Partners August 2007 - March 2010
The Firm May 2001 - August 2007
Merrill Lynch April 2000 - May 2001
Société Générale December 1997 - April 2000
Skills
Strategy, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Finance, Financial Analysis, Management, Strategic Planning, Marketing, Brand Development, Strategic Partnerships
Education
UCLA Anderson School of Management 1994 — 1996
Master of Business Administration (MBA), Finance, General
UC Santa Barbara 1982 — 1986
Bachelor of Arts (B.A.), Business Economics
LBI Entertainment, LLC January 2010 - Present
VMG Partners August 2007 - March 2010
The Firm May 2001 - August 2007
Merrill Lynch April 2000 - May 2001
Société Générale December 1997 - April 2000
Skills
Strategy, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Finance, Financial Analysis, Management, Strategic Planning, Marketing, Brand Development, Strategic Partnerships
Education
UCLA Anderson School of Management 1994 — 1996
Master of Business Administration (MBA), Finance, General
UC Santa Barbara 1982 — 1986
Bachelor of Arts (B.A.), Business Economics
Andy Haskell, CFP® Andy Haskell, CFP®'s Merrill Lynch Experience January 2010 - August 2013
Job Financial Advisor at Invest Forward
Industry Financial Services
Experience
Invest Forward August 2013 - Present
Merrill Lynch January 2010 - August 2013
Autoflug Safety Systems, Inc. September 2007 - January 2010
El Paso REDCO June 2006 - September 2007
U.S. Army June 2001 - June 2006
Education
United States Military Academy at West Point 1997 — 2001
Bachelor of Science, General Management
Invest Forward August 2013 - Present
Merrill Lynch January 2010 - August 2013
Autoflug Safety Systems, Inc. September 2007 - January 2010
El Paso REDCO June 2006 - September 2007
U.S. Army June 2001 - June 2006
Education
United States Military Academy at West Point 1997 — 2001
Bachelor of Science, General Management
Nate Vodila Nate Vodila's Merrill Lynch Experience March 2006 - April 2009
Job Financial Analyst at Bruker Nano Surfaces
Industry Nanotechnology
Experience
Bruker Nano Surfaces December 2013 - Present
Bruker December 2011 - December 2013
Bruker Nano January 2010 - December 2013
Bruker Nano March 2011 - November 2011
Merrill Lynch March 2006 - April 2009
593RD Corps July 2003 - February 2006
U.S. Army 2001 - 2006
593RD Corps Support Group June 2001 - June 2003
US Army June 2001 - June 2003
Skills
Project Management, Financial Analysis, Asset Allocation, Project Planning, Leadership, Strategic Financial..., Budgets, Analysis, Risk Management, Forecasting, Financial Modeling, Financial Advisory, Strategic Planning, Investments, Portfolio Management, Process Improvement, Asset Managment, Operations Management, Managerial Finance, Strategy, Contract Negotiation, Business Strategy, Management
Education
Purdue University, Krannert School of Business 2013 — 2014
MBA; BS, Economics
CFA Institute 2008 — 2009
CFA Level II, Finance
United States Military Academy at West Point 1997 — 2001
BS, Economics
Bruker Nano Surfaces December 2013 - Present
Bruker December 2011 - December 2013
Bruker Nano January 2010 - December 2013
Bruker Nano March 2011 - November 2011
Merrill Lynch March 2006 - April 2009
593RD Corps July 2003 - February 2006
U.S. Army 2001 - 2006
593RD Corps Support Group June 2001 - June 2003
US Army June 2001 - June 2003
Skills
Project Management, Financial Analysis, Asset Allocation, Project Planning, Leadership, Strategic Financial..., Budgets, Analysis, Risk Management, Forecasting, Financial Modeling, Financial Advisory, Strategic Planning, Investments, Portfolio Management, Process Improvement, Asset Managment, Operations Management, Managerial Finance, Strategy, Contract Negotiation, Business Strategy, Management
Education
Purdue University, Krannert School of Business 2013 — 2014
MBA; BS, Economics
CFA Institute 2008 — 2009
CFA Level II, Finance
United States Military Academy at West Point 1997 — 2001
BS, Economics
Julie Choi Julie Choi's Merrill Lynch Experience June 2000 - October 2002
Job Manager Digital Media at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company April 2009 - Present
The Walt Disney Company November 2006 - April 2009
The Walt Disney Company February 2005 - November 2006
Colosseum Athletics March 2003 - February 2005
Merrill Lynch June 2000 - October 2002
Skills
Digital Media, Strategic Partnerships, Entertainment, New Media, Marketing, Social Media, Social Media Marketing, Marketing Strategy, Brand Management, Business Development, Strategic Planning, Television, Financial Modeling, Competitive Analysis, Project Management
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
National University of Singapore
Master of Business Administration (M.B.A.)
University of California, Irvine
BS, Econimics
The Walt Disney Company April 2009 - Present
The Walt Disney Company November 2006 - April 2009
The Walt Disney Company February 2005 - November 2006
Colosseum Athletics March 2003 - February 2005
Merrill Lynch June 2000 - October 2002
Skills
Digital Media, Strategic Partnerships, Entertainment, New Media, Marketing, Social Media, Social Media Marketing, Marketing Strategy, Brand Management, Business Development, Strategic Planning, Television, Financial Modeling, Competitive Analysis, Project Management
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
National University of Singapore
Master of Business Administration (M.B.A.)
University of California, Irvine
BS, Econimics
Ann Le Ann Le's Merrill Lynch Experience December 1997 - June 1999
Job Secret Cinema US
Industry Entertainment
Experience
Secret Cinema August 2014 - Present
New Economy Campaigns February 2014 - Present
Dear White People 2009 - Present
The Little Saigon Cookbook January 2006 - Present
NBCUniversal, Inc. August 2014 - July 2015
the Hub LA May 2012 - February 2014
Universal Pictures June 2008 - March 2012
INST MSGS (Instant Messages) Web Series June 2009 - May 2010
Banc of America Securities June 2000 - June 2007
Merrill Lynch December 1997 - June 1999
Skills
Entertainment, Digital Media, New Media, Film Production, Non-profits, finance, Culinary, Creative Writer, Film, Start-ups, Mergers & Acquisitions, Finance, Social Networking, Nonprofits, Social Media Marketing, Content Strategy, Content Development, Sales, Television, Creative Writing, Digital Strategy, Copywriting, Entrepreneurship, Press Releases, Culinary Skills, Storytelling, Video Production, Editing, Strategy, Blogging, Post Production
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2008
MBA
New School of Cooking 2005 — 2007
Culinary
University of California, Berkeley 1996 — 2000
B.A., Economics
Thames Valley University 1998 — 1999
Study Abroad, Economics
Esperanza High School 1993 — 1996
Secret Cinema August 2014 - Present
New Economy Campaigns February 2014 - Present
Dear White People 2009 - Present
The Little Saigon Cookbook January 2006 - Present
NBCUniversal, Inc. August 2014 - July 2015
the Hub LA May 2012 - February 2014
Universal Pictures June 2008 - March 2012
INST MSGS (Instant Messages) Web Series June 2009 - May 2010
Banc of America Securities June 2000 - June 2007
Merrill Lynch December 1997 - June 1999
Skills
Entertainment, Digital Media, New Media, Film Production, Non-profits, finance, Culinary, Creative Writer, Film, Start-ups, Mergers & Acquisitions, Finance, Social Networking, Nonprofits, Social Media Marketing, Content Strategy, Content Development, Sales, Television, Creative Writing, Digital Strategy, Copywriting, Entrepreneurship, Press Releases, Culinary Skills, Storytelling, Video Production, Editing, Strategy, Blogging, Post Production
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2008
MBA
New School of Cooking 2005 — 2007
Culinary
University of California, Berkeley 1996 — 2000
B.A., Economics
Thames Valley University 1998 — 1999
Study Abroad, Economics
Esperanza High School 1993 — 1996
Tyler Jankins Tyler Jankins's Merrill Lynch Experience June 2015 - Present
Job Summer Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Larson Ventures January 2015 - April 2015
Mechanica November 2014 - January 2015
MassMutual Financial Group January 2014 - March 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Public Speaking, Social Media, Event Planning, Customer Service, Photoshop, Social Networking
Education
Union College 2010 — 2015
Bachelor of Arts (B.A.), Economics, Graduate
Merrill Lynch June 2015 - Present
Larson Ventures January 2015 - April 2015
Mechanica November 2014 - January 2015
MassMutual Financial Group January 2014 - March 2014
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Public Speaking, Social Media, Event Planning, Customer Service, Photoshop, Social Networking
Education
Union College 2010 — 2015
Bachelor of Arts (B.A.), Economics, Graduate
Jeanne Cutrone's Merrill Lynch Experience March 2002 - July 2003
Job
Industry Banking
Experience
Bank of the West February 2010 - June 2010
Bank of the West April 2009 - March 2010
Wells Fargo Funds Management October 2008 - April 2009
Barclays Capital September 2004 - December 2007
Morgan Stanley & Co. July 2003 - May 2004
Merrill Lynch March 2002 - July 2003
Merrill Lyncn & Co. February 2001 - March 2002
Merrill Lynch & Co. August 1997 - February 2001
Coopers & Lybrand, LLP September 1992 - August 1995
Skills
Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Risk Management, Banking, Bloomberg, Capital Markets, Investments, Financial Services
Education
University of Rochester - Simon Business School 1995 — 1997
MBA
Union College 1988 — 1992
BS
Bank of the West February 2010 - June 2010
Bank of the West April 2009 - March 2010
Wells Fargo Funds Management October 2008 - April 2009
Barclays Capital September 2004 - December 2007
Morgan Stanley & Co. July 2003 - May 2004
Merrill Lynch March 2002 - July 2003
Merrill Lyncn & Co. February 2001 - March 2002
Merrill Lynch & Co. August 1997 - February 2001
Coopers & Lybrand, LLP September 1992 - August 1995
Skills
Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Risk Management, Banking, Bloomberg, Capital Markets, Investments, Financial Services
Education
University of Rochester - Simon Business School 1995 — 1997
MBA
Union College 1988 — 1992
BS
Brian D. Bowden, CFA's Merrill Lynch Experience July 2004 - December 2005
Job Director in the Syndicated Loan Group at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2008 - Present
Merrill Lynch July 2004 - December 2005
US Army May 1999 - May 2004
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
United States Military Academy at West Point 1995 — 1999
Bachelor of Science (B.S.), Systems Engineering
Credit Suisse July 2008 - Present
Merrill Lynch July 2004 - December 2005
US Army May 1999 - May 2004
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
United States Military Academy at West Point 1995 — 1999
Bachelor of Science (B.S.), Systems Engineering
O'Leary David's Merrill Lynch Experience 1981 - 1985
Job Retired EVP and Chief Administrative Officer at State Street
Industry Financial Services
Experience
State Street EVP and Chief Administrative OfficerState Street Corp.2005 - 2012
Credit Suisse 1985 - 2004
Merrill Lynch 1981 - 1985
Skills
Investments, Strategic Planning, Management, Risk Management, Financial Services, Management Consulting, Performance Management, Mergers & Acquisitions, Leadership, Strategy, Private Equity, Change Management, Human Resources, Equities
Education
University of Massachusetts, Amherst 1979 — 1981
MBA, Human Resources
University at Albany, SUNY 1968 — 1971
MS, Rehab. Counseling
Union College 1964 — 1968
BS, Psychology
State Street EVP and Chief Administrative OfficerState Street Corp.2005 - 2012
Credit Suisse 1985 - 2004
Merrill Lynch 1981 - 1985
Skills
Investments, Strategic Planning, Management, Risk Management, Financial Services, Management Consulting, Performance Management, Mergers & Acquisitions, Leadership, Strategy, Private Equity, Change Management, Human Resources, Equities
Education
University of Massachusetts, Amherst 1979 — 1981
MBA, Human Resources
University at Albany, SUNY 1968 — 1971
MS, Rehab. Counseling
Union College 1964 — 1968
BS, Psychology
Seth Lowry's Merrill Lynch Experience April 2007 - Present
Job Research Intern at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch April 2007 - Present
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2007
United States Air Force Academy 2003 — 2005
Management
Merrill Lynch April 2007 - Present
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2007
United States Air Force Academy 2003 — 2005
Management
Thomas Fritzen's Merrill Lynch Experience October 2003 - September 2004
Job Sr QA Manager at Synchronoss Technologies
Industry Computer Software
Experience
Synchronoss Technologies July 2015 - Present
HBO September 2011 - April 2015
CBS Interactive 2011 - 2011
Edison Learning 2010 - 2010
Origin Digital February 2009 - August 2009
MLB Advanced Media January 2006 - December 2008
JPMorgan Chase March 2005 - February 2006
2003Wave Systems Corp August 2000 - January 2005
Merrill Lynch October 2003 - September 2004
Merril Lynch 2003 - 2004
Skills
Customer Service, Database Administration, HTML, Internet Explorer, Features, Quality Center, Computer Hardware, Agile Methodologies, JIRA, HP Quality Center, Software Quality..., Testing, Test Cases, Scrum, SQL, Regression Testing, SDLC, Test Planning, User Acceptance Testing, QTP, Quality Assurance, Test Automation, Web Applications, System Testing, Manual Testing, HP QTP
Education
Union Catholic high school 1980 — 1984
Union County College
Criminal Justice
Synchronoss Technologies July 2015 - Present
HBO September 2011 - April 2015
CBS Interactive 2011 - 2011
Edison Learning 2010 - 2010
Origin Digital February 2009 - August 2009
MLB Advanced Media January 2006 - December 2008
JPMorgan Chase March 2005 - February 2006
2003Wave Systems Corp August 2000 - January 2005
Merrill Lynch October 2003 - September 2004
Merril Lynch 2003 - 2004
Skills
Customer Service, Database Administration, HTML, Internet Explorer, Features, Quality Center, Computer Hardware, Agile Methodologies, JIRA, HP Quality Center, Software Quality..., Testing, Test Cases, Scrum, SQL, Regression Testing, SDLC, Test Planning, User Acceptance Testing, QTP, Quality Assurance, Test Automation, Web Applications, System Testing, Manual Testing, HP QTP
Education
Union Catholic high school 1980 — 1984
Union County College
Criminal Justice
John Voss's Merrill Lynch Experience 1996 - 2006
Job Managing Director at Cameron International, Ltd. (USA)
Industry International Trade and Development
Experience
Cameron International (USA) August 2011 - Present
Connexion Capital LLP March 2011 - Present
Cameron International, Ltd. April 2008 - August 2011
Democrats Abroad 2007 - 2009
Cameron International April 2006 - April 2008
Merrill Lynch 1996 - 2006
JP Morgan, Inc July 1983 - July 1986
Friends Schools 1969 - 1981
Skills
Hedge Funds, Alternative Investments, Investment Advisory, Corporate Finance, Fixed Income, Portfolio Management, Private Banking, Wealth Management, Equities, Investments, Private Equity, Emerging Markets, Asset Managment, Asset Allocation, Capital Markets, Mutual Funds, Derivatives, Securities, Investment Banking, Valuation, Wealth Management..., Venture Capital, Trading, Financial Structuring, Asset Management, Financial Advisory, Private Placements, Finance, Bonds, Hedging, Structured Products, Due Diligence, Fund Of Funds, Financial Markets, Project Finance, Investment Strategies, Structured Finance, Commodity, Investment Management, Investor Relations, Options, FX Options, Bloomberg, Equity Research, Funding, IPO, Executive Management, Corporate Development, Financial Services, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, Finance
Yale University 1972 — 1975
MDiv, theology
Cameron International (USA) August 2011 - Present
Connexion Capital LLP March 2011 - Present
Cameron International, Ltd. April 2008 - August 2011
Democrats Abroad 2007 - 2009
Cameron International April 2006 - April 2008
Merrill Lynch 1996 - 2006
JP Morgan, Inc July 1983 - July 1986
Friends Schools 1969 - 1981
Skills
Hedge Funds, Alternative Investments, Investment Advisory, Corporate Finance, Fixed Income, Portfolio Management, Private Banking, Wealth Management, Equities, Investments, Private Equity, Emerging Markets, Asset Managment, Asset Allocation, Capital Markets, Mutual Funds, Derivatives, Securities, Investment Banking, Valuation, Wealth Management..., Venture Capital, Trading, Financial Structuring, Asset Management, Financial Advisory, Private Placements, Finance, Bonds, Hedging, Structured Products, Due Diligence, Fund Of Funds, Financial Markets, Project Finance, Investment Strategies, Structured Finance, Commodity, Investment Management, Investor Relations, Options, FX Options, Bloomberg, Equity Research, Funding, IPO, Executive Management, Corporate Development, Financial Services, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, Finance
Yale University 1972 — 1975
MDiv, theology
Jim Powlesland's Merrill Lynch Experience 1995 - 1998
Job Director, Underwriting Manager at MUFG Union Bank, N.A.
Industry Real Estate
Experience
Union Bank February 2013 - Present
Union Bank November 2012 - February 2013
Union Bank September 2010 - November 2012
CRE Asset Solutions Corp 2008 - September 2010
Capmark Finance, Inc. 2005 - 2008
CW Capital Inc. 2002 - 2005
CWCapital 2002 - 2005
Merrill Lynch 1995 - 1998
Skills
Valuation, Asset Managment, Real Estate, Commercial Real Estate, Real Estate Economics, Commercial Mortgages, Loan Origination, Loans, Underwriting, Due Diligence, CMBS, Disposition, Finance, Asset Management, Financial Risk
Education
UCLA 1969 — 1976
Bachelor of Arts (BA), Economics
University of California, Los Angeles - The Anderson School of Management 1969 — 1976
Master of Business Administration (MBA), Finance, General
Union Bank February 2013 - Present
Union Bank November 2012 - February 2013
Union Bank September 2010 - November 2012
CRE Asset Solutions Corp 2008 - September 2010
Capmark Finance, Inc. 2005 - 2008
CW Capital Inc. 2002 - 2005
CWCapital 2002 - 2005
Merrill Lynch 1995 - 1998
Skills
Valuation, Asset Managment, Real Estate, Commercial Real Estate, Real Estate Economics, Commercial Mortgages, Loan Origination, Loans, Underwriting, Due Diligence, CMBS, Disposition, Finance, Asset Management, Financial Risk
Education
UCLA 1969 — 1976
Bachelor of Arts (BA), Economics
University of California, Los Angeles - The Anderson School of Management 1969 — 1976
Master of Business Administration (MBA), Finance, General
Benjamin Harrell's Merrill Lynch Experience August 2006 - February 2009
Job Software Engineer at UBS, iOS Entrepreneur
Industry Computer Software
Experience
Carry Alerts December 2012 - Present
UBS Investment Bank February 2009 - Present
Amino Software, LLC January 2007 - Present
Merrill Lynch August 2006 - February 2009
Merrill Lynch, India 2006 - February 2009
AIM Healthcare 2003 - 2006
Deloitte & Touche 2003 - 2004
Merrill Lynch 2002 - 2003
edsouth / edamerica 2001 - 2002
Airtuit (PhoneOnline, Inc.) 2001 - 2002
Skills
C#, Software Engineering, ASP.NET, .NET, Microsoft SQL Server, SSRS, SSIS, OOP, WinForms, Architecture, Integration, Programming, Agile Methodologies, WCF, SQL, Software Development, XML, Web Services, SOA, T-SQL, Visual Studio, JavaScript, SDLC, Scrum, Enterprise Architecture, Enterprise Software, Software Design, Design Patterns, Architectures
Education
PSTCC 1995 — 1996
Computer Science
United States Air Force Academy 1994 — 1994
Carry Alerts December 2012 - Present
UBS Investment Bank February 2009 - Present
Amino Software, LLC January 2007 - Present
Merrill Lynch August 2006 - February 2009
Merrill Lynch, India 2006 - February 2009
AIM Healthcare 2003 - 2006
Deloitte & Touche 2003 - 2004
Merrill Lynch 2002 - 2003
edsouth / edamerica 2001 - 2002
Airtuit (PhoneOnline, Inc.) 2001 - 2002
Skills
C#, Software Engineering, ASP.NET, .NET, Microsoft SQL Server, SSRS, SSIS, OOP, WinForms, Architecture, Integration, Programming, Agile Methodologies, WCF, SQL, Software Development, XML, Web Services, SOA, T-SQL, Visual Studio, JavaScript, SDLC, Scrum, Enterprise Architecture, Enterprise Software, Software Design, Design Patterns, Architectures
Education
PSTCC 1995 — 1996
Computer Science
United States Air Force Academy 1994 — 1994
Adam Pennacchio, CIMA's Merrill Lynch Experience September 2007 - December 2012
Job Business Development
Industry Financial Services
Experience
Clough Capital Partners, L.P. May 2014 - Present
Compass Investors January 2011 - Present
GrooveHQ January 2013 - April 2014
Merrill Lynch September 2007 - December 2012
US Trust June 2006 - September 2007
Skills
Alternative Investments, Hedge Funds, Lead Generation, Entrepreneurship, Start-ups, Series 7, Portfolio Management, Marketing, Sales&Marketing, Investments, Management, Private Equity, CRM, Customer Acquisition, SaaS, Equities, Asset Management, Capital Markets
Education
Union College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Moses Brown
Clough Capital Partners, L.P. May 2014 - Present
Compass Investors January 2011 - Present
GrooveHQ January 2013 - April 2014
Merrill Lynch September 2007 - December 2012
US Trust June 2006 - September 2007
Skills
Alternative Investments, Hedge Funds, Lead Generation, Entrepreneurship, Start-ups, Series 7, Portfolio Management, Marketing, Sales&Marketing, Investments, Management, Private Equity, CRM, Customer Acquisition, SaaS, Equities, Asset Management, Capital Markets
Education
Union College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Moses Brown
Don Boegler's Merrill Lynch Experience January 2006 - October 2009
Job Vice President, eCommerce Channel Manager
Industry Financial Services
Experience
Bank of America / Merrill Lynch October 2009 - Present
Bank of America / Merrill Lynch June 2008 - October 2009
Merrill Lynch January 2006 - October 2009
Merrill Lynch June 2004 - January 2006
ISO, Inc January 2003 - June 2004
MetLife January 2000 - January 2003
King Inc January 1988 - January 2000
Education
The Chubb Institute 1999 — 2001
Certificate, Computer Programming
Union County College
Business Management
Bank of America / Merrill Lynch October 2009 - Present
Bank of America / Merrill Lynch June 2008 - October 2009
Merrill Lynch January 2006 - October 2009
Merrill Lynch June 2004 - January 2006
ISO, Inc January 2003 - June 2004
MetLife January 2000 - January 2003
King Inc January 1988 - January 2000
Education
The Chubb Institute 1999 — 2001
Certificate, Computer Programming
Union County College
Business Management
Intesar Haider's Merrill Lynch Experience 1999 - 2002
Job Managing Partner at VinsonCap Advisors LP
Industry Investment Management
Experience
VinsonCap Advisors LP March 2015 - Present
Sterne Agee December 2012 - February 2015
StormHarbour Partners LP May 2009 - December 2012
Citigroup 2002 - 2008
Merrill Lynch 1999 - 2002
Peregrine Capital 1996 - 1997
Dean Witter Reynolds Inc. 1992 - 1995
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1988 — 1992
BBA, Finance and Business Economics
St. Paul's School 1976 — 1988
VinsonCap Advisors LP March 2015 - Present
Sterne Agee December 2012 - February 2015
StormHarbour Partners LP May 2009 - December 2012
Citigroup 2002 - 2008
Merrill Lynch 1999 - 2002
Peregrine Capital 1996 - 1997
Dean Witter Reynolds Inc. 1992 - 1995
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1988 — 1992
BBA, Finance and Business Economics
St. Paul's School 1976 — 1988
Faizaan Ghauri's Merrill Lynch Experience May 2008 - August 2011
Job Founder and Chief Thrower
Industry Computer Software
Experience
Throw April 2014 - Present
Itchy Fingerz Digital Studio January 2012 - Present
NetSol Technologies June 2013 - Present
Vroozi 2011 - March 2014
Merrill Lynch May 2008 - August 2011
Skills
Microsoft SQL Server, Enterprise Software, Requirements Analysis, Cloud Computing, Agile Methodologies, Product Design, Idea Generation, Business Strategy, Digital Strategy, Digital Media, Gaming, Financial Analysis, Entrepreneurship, Brand Development, Fashion, Blogging, Marketing, Lean Startup, Scrum, SaaS, Start-ups, Strategy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Wesleyan University 2004 — 2008
Throw April 2014 - Present
Itchy Fingerz Digital Studio January 2012 - Present
NetSol Technologies June 2013 - Present
Vroozi 2011 - March 2014
Merrill Lynch May 2008 - August 2011
Skills
Microsoft SQL Server, Enterprise Software, Requirements Analysis, Cloud Computing, Agile Methodologies, Product Design, Idea Generation, Business Strategy, Digital Strategy, Digital Media, Gaming, Financial Analysis, Entrepreneurship, Brand Development, Fashion, Blogging, Marketing, Lean Startup, Scrum, SaaS, Start-ups, Strategy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Wesleyan University 2004 — 2008
Maria Peterpaul-Quinn's Merrill Lynch Experience 1985 - 1991
Job Account Management
Industry Financial Services
Experience
Discovery - The Financial Information Group 2009 - 2010
Ann Taylor Retail 2007 - 2009
Saugatuck Securities 1999 - 2002
MeesPierson 1991 - 1999
Merrill Lynch 1985 - 1991
Education
Union County College 1982 — 1985
Discovery - The Financial Information Group 2009 - 2010
Ann Taylor Retail 2007 - 2009
Saugatuck Securities 1999 - 2002
MeesPierson 1991 - 1999
Merrill Lynch 1985 - 1991
Education
Union County College 1982 — 1985
Lawrence Nardi's Merrill Lynch Experience April 2004 - March 2006
Job Case Manager Select Portfolio Servicing
Industry Financial Services
Experience
Select Portfolio Servicing November 2014 - Present
Bank of America January 2013 - September 2014
JPMorgan Chase October 2007 - December 2012
JP Morgan Chase September 2007 - December 2012
ABN AMRO Bank N.V. January 2007 - September 2007
Merrill Lynch April 2004 - March 2006
Skills
Mortgage Lending, Financial Risk, Banking, Credit, Financial Services, Credit Analysis, Loan Servicing, Loss Mitigation, Loans, Risk Management, Portfolio Management, Operational Risk, Mortgage Banking, Mortgage Servicing, Loan Origination, Real Estate
Education
United States Merchant Marine Academy 1996 — 1999
Marine Engineering/Process Management, Marine Engineering
Select Portfolio Servicing November 2014 - Present
Bank of America January 2013 - September 2014
JPMorgan Chase October 2007 - December 2012
JP Morgan Chase September 2007 - December 2012
ABN AMRO Bank N.V. January 2007 - September 2007
Merrill Lynch April 2004 - March 2006
Skills
Mortgage Lending, Financial Risk, Banking, Credit, Financial Services, Credit Analysis, Loan Servicing, Loss Mitigation, Loans, Risk Management, Portfolio Management, Operational Risk, Mortgage Banking, Mortgage Servicing, Loan Origination, Real Estate
Education
United States Merchant Marine Academy 1996 — 1999
Marine Engineering/Process Management, Marine Engineering
Kent Hennings's Merrill Lynch Experience February 2004 - May 2005
Job Financial Advisor
Industry Financial Services
Experience
Hennings Financial June 2005 - Present
Merrill Lynch February 2004 - May 2005
Inflow October 1999 - December 2003
US Air Force June 1994 - September 1999
Education
United States Air Force Academy 1990 — 1994
Bachelor of Science (BS), Management
Hennings Financial June 2005 - Present
Merrill Lynch February 2004 - May 2005
Inflow October 1999 - December 2003
US Air Force June 1994 - September 1999
Education
United States Air Force Academy 1990 — 1994
Bachelor of Science (BS), Management
Debbi (Slotoroff) Rekant's Merrill Lynch Experience May 1998 - Present
Job Vice President at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2014 - Present
Merrill Lynch May 1998 - Present
Merrill Lynch Global Private Client 1998 - Present
Johnson & Johnson 1990 - 1996
Johnson & Johnson Advanced Behavioral Technologies 1990 - 1996
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Analysis, Equities, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investment Banking, Investments, Management, Mutual Funds, Retirement Planning, Risk Management, Securities, Strategic Financial..., Strategy, Project Management, Program Management
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
Union College 1974 — 1978
BS, Mathematics / Computer Science
Bessemer Trust April 2014 - Present
Merrill Lynch May 1998 - Present
Merrill Lynch Global Private Client 1998 - Present
Johnson & Johnson 1990 - 1996
Johnson & Johnson Advanced Behavioral Technologies 1990 - 1996
Skills
Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Banking, Business Analysis, Equities, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investment Banking, Investments, Management, Mutual Funds, Retirement Planning, Risk Management, Securities, Strategic Financial..., Strategy, Project Management, Program Management
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
Union College 1974 — 1978
BS, Mathematics / Computer Science
Oscar Mack's Merrill Lynch Experience 2000 - 2004
Job Director of Application Development at Select Equity Group, L.P.
Industry Information Technology and Services
Experience
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
Select Equity Group, L.P. April 2011 - Present
Select Equity Group April 2009 - Present
JPMorgan Chase 2006 - April 2009
UBS 2005 - 2006
SG Cowen 2004 - 2005
Merrill Lynch 2000 - 2004
DTCC 1999 - 2000
Sumitomo Mitsui Banking Corporation 1993 - 1999
Sperry Univac 1988 - 1992
Skills
Telerik, Telerik Controls, Business Analysis, Change Management, Derivatives, Disaster Recovery, Equities, Fixed Income, Infrastructure, Investment Banking, Management, Options, Oracle, Project Management, Quality Assurance, SDLC, Software Development, Strategy, Sybase, Testing, Trading, Unix, Vendor Management, Trading Systems
Education
United States Air Force Academy 1976 — 1980
David Hou's Merrill Lynch Experience April 1997 - May 2008
Job Founding Partner at Luminous Capital
Industry Financial Services
Experience
Luminous Capital May 2008 - Present
Merrill Lynch April 1997 - May 2008
Goldman Sachs September 1992 - April 1997
Houlihan Lokey 1988 - 1990
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
University of California, Los Angeles 1985 — 1988
BS, Economics/Business
Luminous Capital May 2008 - Present
Merrill Lynch April 1997 - May 2008
Goldman Sachs September 1992 - April 1997
Houlihan Lokey 1988 - 1990
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
University of California, Los Angeles 1985 — 1988
BS, Economics/Business
Pepe Fernandez's Merrill Lynch Experience Sr. Vice President - Wealth ManagementSmith BarneyJanuary 2005 - March 2012
Job Sr. Vice President at Merrill Lynch International
Industry Financial Services
Experience
Merrill Lynch Sr. Vice President - Wealth ManagementSmith BarneyJanuary 2005 - March 2012
Education
UCLA Anderson School of Management 1994 — 1996
Master of Business Administration (MBA)
Merrill Lynch Sr. Vice President - Wealth ManagementSmith BarneyJanuary 2005 - March 2012
Education
UCLA Anderson School of Management 1994 — 1996
Master of Business Administration (MBA)
Helen O'Shea-Laufman's Merrill Lynch Experience April 2000 - April 2010
Job Senior Business Analyst Data Governance at AIG
Industry Financial Services
Experience
AIG June 2010 - Present
Merrill Lynch Technology March 2001 - June 2010
Merrill Lynch April 2000 - April 2010
Chase Manhattan Corporation April 1992 - March 2000
Bank of New York Mellon 1992 - 2000
Skills
Software Documentation, Equities, Bloomberg, Fixed Income, Financial Markets, Capital Markets, Banking, Risk Management, Reference Data, Middle Office, Data Governance, Project Management, Prime Brokerage, Derivatives, Business Analysis, Market Data, Securities, Investment Banking, Financial Services
Education
Ulster University 1987 — 1991
BSc, Banking and Finance
Manor House 1981 — 1987
AIG June 2010 - Present
Merrill Lynch Technology March 2001 - June 2010
Merrill Lynch April 2000 - April 2010
Chase Manhattan Corporation April 1992 - March 2000
Bank of New York Mellon 1992 - 2000
Skills
Software Documentation, Equities, Bloomberg, Fixed Income, Financial Markets, Capital Markets, Banking, Risk Management, Reference Data, Middle Office, Data Governance, Project Management, Prime Brokerage, Derivatives, Business Analysis, Market Data, Securities, Investment Banking, Financial Services
Education
Ulster University 1987 — 1991
BSc, Banking and Finance
Manor House 1981 — 1987
Asim Altamimi's Merrill Lynch Experience 1967 - 1972
Job General Partner, Altamimi Properties
Industry Real Estate
Experience
Altamimi Properties 1972 - Present
Merrill Lynch 1967 - 1972
Skills
Strategic Planning, Contract Negotiation, Negotiation, Business Strategy, Real Estate, FHA, Investment Properties, REO, Marketing Strategy, Sales, Property Management, Real Estate Economics, Sellers, Investments, Real Estate Development, Short Sales, Foreclosures, Residential Homes, Investors, Asset Management, Start-ups, New Business Development, Single Family Homes, Leases
Education
University of California, Los Angeles - The Anderson School of Management 1961 — 1964
MBA, Finance, Accounting, Management, Macro Economics
Altamimi Properties 1972 - Present
Merrill Lynch 1967 - 1972
Skills
Strategic Planning, Contract Negotiation, Negotiation, Business Strategy, Real Estate, FHA, Investment Properties, REO, Marketing Strategy, Sales, Property Management, Real Estate Economics, Sellers, Investments, Real Estate Development, Short Sales, Foreclosures, Residential Homes, Investors, Asset Management, Start-ups, New Business Development, Single Family Homes, Leases
Education
University of California, Los Angeles - The Anderson School of Management 1961 — 1964
MBA, Finance, Accounting, Management, Macro Economics
Karen Burns's Merrill Lynch Experience December 2013 - Present
Job Director, Goals Based Consulting Group at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Merrill Lynch April 2012 - December 2013
Merrill Lynch October 2009 - April 2012
Bank of America April 2005 - October 2009
Bank of America January 2003 - April 2005
Wachovia Securities, LLC April 2000 - January 2002
Palmer & Dodge LLP April 1998 - April 2000
Skills
Series 7, Series 66, Series 24, Strategic Financial..., Wealth Management..., Retirement, Estate Planning, Asset Allocation, Financial Planning..., Stock Option Planning
Education
Union College
BA, English
Merrill Lynch December 2013 - Present
Merrill Lynch April 2012 - December 2013
Merrill Lynch October 2009 - April 2012
Bank of America April 2005 - October 2009
Bank of America January 2003 - April 2005
Wachovia Securities, LLC April 2000 - January 2002
Palmer & Dodge LLP April 1998 - April 2000
Skills
Series 7, Series 66, Series 24, Strategic Financial..., Wealth Management..., Retirement, Estate Planning, Asset Allocation, Financial Planning..., Stock Option Planning
Education
Union College
BA, English
Chas Clark's Merrill Lynch Experience October 2007 - July 2012
Job Chief Operating Officer of GWIM Banking
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2012 - Present
Merrill Lynch October 2007 - July 2012
Merrill Lynch October 2003 - October 2007
Skills
Analytics, Banking, Business Analysis, Business Development, Business Strategy, Competitive Analysis, Management Consulting, Sales, Strategic Financial..., Strategic Planning, Strategy, Valuation, Wealth Management, Financial Modeling
Education
Union College 1995 — 1999
BS, Managerial Economics, Spanish
Bank of America Merrill Lynch July 2012 - Present
Merrill Lynch October 2007 - July 2012
Merrill Lynch October 2003 - October 2007
Skills
Analytics, Banking, Business Analysis, Business Development, Business Strategy, Competitive Analysis, Management Consulting, Sales, Strategic Financial..., Strategic Planning, Strategy, Valuation, Wealth Management, Financial Modeling
Education
Union College 1995 — 1999
BS, Managerial Economics, Spanish
Colin Richenbacher's Merrill Lynch Experience June 2009 - December 2009
Job MBA Candidate UCLA Anderson School of Management
Industry Management Consulting
Experience
Union Pacific Railroad August 2013 - July 2015
Union Pacific Railroad October 2012 - July 2013
Union Pacific Railroad January 2012 - October 2012
Union Pacific Railroad January 2011 - December 2011
Union Pacific Railroad January 2010 - December 2010
Merrill Lynch June 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Dresdner Bank AG May 2006 - August 2006
Skills
Project Management, Data Analysis, Investments, Analysis, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Auditing, Accounting
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, BA, Finance, Economics, German
Iowa City High School 2001 — 2005
Union Pacific Railroad August 2013 - July 2015
Union Pacific Railroad October 2012 - July 2013
Union Pacific Railroad January 2012 - October 2012
Union Pacific Railroad January 2011 - December 2011
Union Pacific Railroad January 2010 - December 2010
Merrill Lynch June 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Dresdner Bank AG May 2006 - August 2006
Skills
Project Management, Data Analysis, Investments, Analysis, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Auditing, Accounting
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, BA, Finance, Economics, German
Iowa City High School 2001 — 2005
Cecil BJ Loyd's Merrill Lynch Experience December 1984 - May 2013
Job Partner at Praxis Financial Partners
Industry Financial Services
Experience
Praxis Financial Partners May 2013 - Present
Merrill Lynch December 1984 - May 2013
US Army June 1979 - January 1985
US Army January 1978 - May 1979
US Army August 1977 - December 1977
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Retirement Planning
Education
United States Military Academy at West Point 1973 — 1977
Bachelor of Science, Engineering
Praxis Financial Partners May 2013 - Present
Merrill Lynch December 1984 - May 2013
US Army June 1979 - January 1985
US Army January 1978 - May 1979
US Army August 1977 - December 1977
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Retirement Planning
Education
United States Military Academy at West Point 1973 — 1977
Bachelor of Science, Engineering
Justin Ng's Merrill Lynch Experience July 2013 - June 2015
Job Associate at Evercore
Industry Financial Services
Experience
Evercore July 2015 - Present
Merrill Lynch July 2013 - June 2015
Deloitte Consulting August 2007 - June 2011
Skills
Analysis, Business Analysis, Financial Analysis, Financial Modeling, Management Consulting, Software Documentation, Business Process..., Valuation, Business Process
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2007
BA, Economics
Evercore July 2015 - Present
Merrill Lynch July 2013 - June 2015
Deloitte Consulting August 2007 - June 2011
Skills
Analysis, Business Analysis, Financial Analysis, Financial Modeling, Management Consulting, Software Documentation, Business Process..., Valuation, Business Process
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2007
BA, Economics
Lisa Yang's Merrill Lynch Experience September 2006 - June 2007
Job Senior Financial Analyst at Edwards Lifesciences
Industry Accounting
Experience
Edwards Lifesciences May 2012 - Present
Quiksilver August 2009 - May 2012
Deloitte & Touche June 2007 - July 2009
Merrill Lynch September 2006 - June 2007
Skills
Economics, Mutual Funds, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Auditing, Internal Controls, SEC filings, Financial Modeling, Financial Accounting, GAAP
Education
University of California, Irvine 2004 — 2008
B.A., Economics
UCLA Anderson School of Management
Edwards Lifesciences May 2012 - Present
Quiksilver August 2009 - May 2012
Deloitte & Touche June 2007 - July 2009
Merrill Lynch September 2006 - June 2007
Skills
Economics, Mutual Funds, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Analysis, Auditing, Internal Controls, SEC filings, Financial Modeling, Financial Accounting, GAAP
Education
University of California, Irvine 2004 — 2008
B.A., Economics
UCLA Anderson School of Management
Robert Craig's Merrill Lynch Experience 1996 - 2003
Job Chief Financial Officer at Lincoln Renewable Energy, LLC
Industry Renewables & Environment
Experience
Lincoln Renewable Energy, LLC February 2013 - Present
Wind Capital Group July 2009 - December 2012
Banc of America Securities 2003 - 2009
Merrill Lynch 1996 - 2003
Lehman Brothers Bank 1994 - 1996
Pacific Alliance Group 1991 - 1994
Price Waterhouse 1986 - 1989
Skills
Capital Raising, Mergers & Acquisitions, Business Strategy and..., Corporate Finance, Investment Banking, Project Finance, Due Diligence, Strategy, Energy, Private Equity, Valuation, Venture Capital, Capital Markets, Financial Modeling, Investor Relations, Renewable Energy, Financial Analysis, Structured Finance, Mergers, Finance, Corporate Development, Executive Management, Financial Structuring, Joint Ventures, Restructuring, Divestitures, Corporate Governance, Start-ups, M&A experience, Acquisition Integration, Emerging Markets, IPO, Acquisitions, Business Valuation, Equities, LBO
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1982 — 1986
BBA, Accounting
Lincoln Renewable Energy, LLC February 2013 - Present
Wind Capital Group July 2009 - December 2012
Banc of America Securities 2003 - 2009
Merrill Lynch 1996 - 2003
Lehman Brothers Bank 1994 - 1996
Pacific Alliance Group 1991 - 1994
Price Waterhouse 1986 - 1989
Skills
Capital Raising, Mergers & Acquisitions, Business Strategy and..., Corporate Finance, Investment Banking, Project Finance, Due Diligence, Strategy, Energy, Private Equity, Valuation, Venture Capital, Capital Markets, Financial Modeling, Investor Relations, Renewable Energy, Financial Analysis, Structured Finance, Mergers, Finance, Corporate Development, Executive Management, Financial Structuring, Joint Ventures, Restructuring, Divestitures, Corporate Governance, Start-ups, M&A experience, Acquisition Integration, Emerging Markets, IPO, Acquisitions, Business Valuation, Equities, LBO
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1982 — 1986
BBA, Accounting
Richard Berlinghof's Merrill Lynch Experience 2004 - 2009
Job President at Target Rock Partners Inc.
Industry Real Estate
Experience
Berlinghof and Company Berlinghof and Company invests in commercial real estatePresidentTarget Rock Partners Inc.June 2012 - Present
Faris Lee Investments 2009 - 2011
Merrill Lynch 2004 - 2009
Morgan Stanley 1999 - 2004
GMAC Commercial Mortgage 1996 - 1999
Skills
Valuation, Securitization, Financial Structuring, Investments, Asset Managment, Due Diligence, Investment Banking, Loan Origination, Capital Markets, Financial Modeling, Loans, Underwriting, Real Estate, Commercial Mortgages, Mortgage Lending
Education
UCLA Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
Yale University 1981 — 1985
BA, Econ / Pol Sci
Berlinghof and Company Berlinghof and Company invests in commercial real estatePresidentTarget Rock Partners Inc.June 2012 - Present
Faris Lee Investments 2009 - 2011
Merrill Lynch 2004 - 2009
Morgan Stanley 1999 - 2004
GMAC Commercial Mortgage 1996 - 1999
Skills
Valuation, Securitization, Financial Structuring, Investments, Asset Managment, Due Diligence, Investment Banking, Loan Origination, Capital Markets, Financial Modeling, Loans, Underwriting, Real Estate, Commercial Mortgages, Mortgage Lending
Education
UCLA Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Finance, General
Yale University 1981 — 1985
BA, Econ / Pol Sci
Jamie Rodgers's Merrill Lynch Experience March 2004 - July 2007
Job Managing Director
Industry Real Estate
Experience
KBS Capital Advisors September 2010 - Present
KBS Capital Advisors March 2010 - September 2010
KBS Capital Advisors June 2008 - March 2010
Merrill Lynch March 2004 - July 2007
Skills
Structured Finance, Investment Banking, Investments, Valuation, Asset Management, Financial Modeling, Due Diligence, Real Estate Economics, Private Equity, Management, Portfolio Management, Financial Structuring, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
Master of Business Administration (MBA), Finance and Real Estate
University of California, Berkeley 1999 — 2003
Bachelor of Arts (BA), English Literature
KBS Capital Advisors September 2010 - Present
KBS Capital Advisors March 2010 - September 2010
KBS Capital Advisors June 2008 - March 2010
Merrill Lynch March 2004 - July 2007
Skills
Structured Finance, Investment Banking, Investments, Valuation, Asset Management, Financial Modeling, Due Diligence, Real Estate Economics, Private Equity, Management, Portfolio Management, Financial Structuring, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2009
Master of Business Administration (MBA), Finance and Real Estate
University of California, Berkeley 1999 — 2003
Bachelor of Arts (BA), English Literature
Michael Duckworth's Merrill Lynch Experience April 2000 - May 2003
Job Managing Director J.P. Morgan Private Bank
Industry Venture Capital & Private Equity
Experience
J.P. Morgan June 2013 - Present
Nant Holdings, LLC August 2011 - January 2013
CD Capital Advisory, LLC January 2009 - August 2011
The Yucaipa Companies September 2004 - January 2009
Source Interlink October 2006 - November 2008
Merrill Lynch April 2000 - May 2003
Bankers Trust Company August 1988 - March 2000
Skills
Leadership, Management, Strategic Planning, Mergers, Restructuring, Divestitures, High Yield, Private Equity, Due Diligence, Investments, IPO, Start-ups, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Business Strategy, Finance, Portfolio Management
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance and Marketing
University of California, Los Angeles 1979 — 1983
BA, Business Economics
J.P. Morgan June 2013 - Present
Nant Holdings, LLC August 2011 - January 2013
CD Capital Advisory, LLC January 2009 - August 2011
The Yucaipa Companies September 2004 - January 2009
Source Interlink October 2006 - November 2008
Merrill Lynch April 2000 - May 2003
Bankers Trust Company August 1988 - March 2000
Skills
Leadership, Management, Strategic Planning, Mergers, Restructuring, Divestitures, High Yield, Private Equity, Due Diligence, Investments, IPO, Start-ups, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Business Strategy, Finance, Portfolio Management
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance and Marketing
University of California, Los Angeles 1979 — 1983
BA, Business Economics
Jeff Hannan's Merrill Lynch Experience November 1991 - December 1993
Job CEO / Founder at Playmaker Nutrition
Industry Consumer Goods
Experience
Playmaker Nutrition January 2011 - Present
Strata Venture Partners January 2001 - Present
REDF February 2000 - December 2000
Wedbush Securities February 1998 - February 2000
Kidder Peabody January 1994 - December 1996
Merrill Lynch November 1991 - December 1993
Skills
Business Strategy, Strategic Planning, Strategy, Start-ups, Business Development, Entrepreneurship, Leadership, Mergers & Acquisitions, New Business Development, Marketing Strategy
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies & Finance
University of Pennsylvania
Doctoral Candidate, New Venture Development in Education
University of Rhode Island
Bachelor's Degree, Political Science and Government
Playmaker Nutrition January 2011 - Present
Strata Venture Partners January 2001 - Present
REDF February 2000 - December 2000
Wedbush Securities February 1998 - February 2000
Kidder Peabody January 1994 - December 1996
Merrill Lynch November 1991 - December 1993
Skills
Business Strategy, Strategic Planning, Strategy, Start-ups, Business Development, Entrepreneurship, Leadership, Mergers & Acquisitions, New Business Development, Marketing Strategy
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies & Finance
University of Pennsylvania
Doctoral Candidate, New Venture Development in Education
University of Rhode Island
Bachelor's Degree, Political Science and Government
Brennan Smith's Merrill Lynch Experience 1994 - 2009
Job Executive Director at UBS
Industry Financial Services
Experience
UBS June 2010 - Present
Merrill Lynch 1994 - 2009
United States Army 1987 - 1990
Skills
Series 7, Series 24, Banking, Securities, Series 63, Hedge Funds, FINRA, Equities, Capital Markets, Fixed Income, AML, Alternative Investments, Investment Advisory, Private Equity, Securities Regulation
Education
United States Military Academy at West Point 1983 — 1987
B.S, Geography Studies (Math/Science/Engineering)
UBS June 2010 - Present
Merrill Lynch 1994 - 2009
United States Army 1987 - 1990
Skills
Series 7, Series 24, Banking, Securities, Series 63, Hedge Funds, FINRA, Equities, Capital Markets, Fixed Income, AML, Alternative Investments, Investment Advisory, Private Equity, Securities Regulation
Education
United States Military Academy at West Point 1983 — 1987
B.S, Geography Studies (Math/Science/Engineering)
Chris Kapsaroff's Merrill Lynch Experience August 2004 - March 2008
Job Director, Strategy and Execution Office of the COO at Barclays Corporate and Investment Bank
Industry Investment Banking
Experience
Barclays March 2013 - Present
J.P. Morgan July 2011 - February 2013
JP Morgan March 2008 - June 2011
Board Seats Held January 2001 - January 2010
Merrill Lynch August 2004 - March 2008
US Navy 1987 - 1996
Skills
Prime Brokerage, Private Equity, Alternative Investments, Hedge Funds, Equities, Strategy Consulting, M&A experience, Equity Trading, Capital Markets, Investment Banking, Strategy, Mergers & Acquisitions, Securities, Competitive Analysis, Emerging Markets, Executive Management, Financial Structuring, Valuation, Financial Modeling, Fixed Income, Cross-functional Team..., Venture Capital, Financial Services, Derivatives, Investments, Corporate Development, CRM
Education
Yale University 1994 — 1997
MA, International Relations, Grand Strategy and the Economics of Technology concentration
United States Merchant Marine Academy
BS, Nautical Science
Barclays March 2013 - Present
J.P. Morgan July 2011 - February 2013
JP Morgan March 2008 - June 2011
Board Seats Held January 2001 - January 2010
Merrill Lynch August 2004 - March 2008
US Navy 1987 - 1996
Skills
Prime Brokerage, Private Equity, Alternative Investments, Hedge Funds, Equities, Strategy Consulting, M&A experience, Equity Trading, Capital Markets, Investment Banking, Strategy, Mergers & Acquisitions, Securities, Competitive Analysis, Emerging Markets, Executive Management, Financial Structuring, Valuation, Financial Modeling, Fixed Income, Cross-functional Team..., Venture Capital, Financial Services, Derivatives, Investments, Corporate Development, CRM
Education
Yale University 1994 — 1997
MA, International Relations, Grand Strategy and the Economics of Technology concentration
United States Merchant Marine Academy
BS, Nautical Science
David Tessitore's Merrill Lynch Experience August 1997 - May 2005
Job Equity Trader at NYS Teachers' Retirement System
Industry Financial Services
Experience
NYS Teachers' Retirement System May 2010 - Present
Goldman Sachs September 2009 - May 2010
Paradigm Capital Management November 2007 - March 2009
Knight Capital Group August 2005 - November 2007
Merrill Lynch August 1997 - May 2005
Education
Union College
NYS Teachers' Retirement System May 2010 - Present
Goldman Sachs September 2009 - May 2010
Paradigm Capital Management November 2007 - March 2009
Knight Capital Group August 2005 - November 2007
Merrill Lynch August 1997 - May 2005
Education
Union College
James (Mike) Giles's Merrill Lynch Experience 1981 - 2000
Job
Industry
Experience
Tuscany Advisory 2002 - Present
Merrill Lynch 1981 - 2000
Citibank 1969 - 1980
Skills
Investments, Investment Banking, Securities, Asset Management, Banking, Portfolio Management, Private Banking, Alternative Investments, Equities, Estate Planning, Strategic Planning, Hedge Funds, Leadership Development, Team Building, Succession Planning, Negotiation, Coaching, Business Strategy, Risk Management, Public Speaking, Business Development, Wealth Management, Management, Team Leadership
Education
UCLA Anderson School of Management 1967 — 1969
MS, INternational Business
University of Colorado Boulder - Leeds School of Business 1959 — 1963
BA, Economics
Tuscany Advisory 2002 - Present
Merrill Lynch 1981 - 2000
Citibank 1969 - 1980
Skills
Investments, Investment Banking, Securities, Asset Management, Banking, Portfolio Management, Private Banking, Alternative Investments, Equities, Estate Planning, Strategic Planning, Hedge Funds, Leadership Development, Team Building, Succession Planning, Negotiation, Coaching, Business Strategy, Risk Management, Public Speaking, Business Development, Wealth Management, Management, Team Leadership
Education
UCLA Anderson School of Management 1967 — 1969
MS, INternational Business
University of Colorado Boulder - Leeds School of Business 1959 — 1963
BA, Economics
Andrew Reigle's Merrill Lynch Experience February 2012 - June 2012
Job Regional Account Executive at The Hartford
Industry Financial Services
Experience
The Hartford June 2014 - Present
Sun Life Financial June 2013 - June 2014
Robert Half International November 2012 - June 2013
Merrill Lynch February 2012 - June 2012
TD Bank March 2010 - August 2011
EVO Merchant Services September 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML, Business Development, Leadership, Sales
Education
Union College 2004 — 2008
Bachelor of Science (B.S.), Political Science and Government/ English/ Economics
The Hartford June 2014 - Present
Sun Life Financial June 2013 - June 2014
Robert Half International November 2012 - June 2013
Merrill Lynch February 2012 - June 2012
TD Bank March 2010 - August 2011
EVO Merchant Services September 2009 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, HTML, Business Development, Leadership, Sales
Education
Union College 2004 — 2008
Bachelor of Science (B.S.), Political Science and Government/ English/ Economics
Fred Badua's Merrill Lynch Experience September 1999 - December 2000
Job Financial Advisor, Systems Mngr/Engineer/Analyst/Consultant, Investment Manager/Analyst, Defense Consultant
Industry Management Consulting
Experience
Financial services March 2012 - Present
Lockheed Martin July 2010 - July 2011
Lockheed Martin Information Technology 2010 - 2011
SAIC August 2008 - July 2010
US Navy Reserve March 1996 - July 2010
SAIC September 2003 - August 2008
Merrill Lynch September 1999 - December 2000
US Navy June 1986 - March 1996
Education
University of Phoenix
MBA candidate, MBA
United States Merchant Marine Academy
Financial services March 2012 - Present
Lockheed Martin July 2010 - July 2011
Lockheed Martin Information Technology 2010 - 2011
SAIC August 2008 - July 2010
US Navy Reserve March 1996 - July 2010
SAIC September 2003 - August 2008
Merrill Lynch September 1999 - December 2000
US Navy June 1986 - March 1996
Education
University of Phoenix
MBA candidate, MBA
United States Merchant Marine Academy
Valerie Sarwin's Merrill Lynch Experience 2001 - 2001
Job Licensed Real Estate Professional
Industry Real Estate
Experience
Premiere Plus Realty August 2011 - Present
Duca Studios 2003 - 2005
Wachovia Securities, LLC 2002 - 2005
Merrill Lynch 2001 - 2001
Executive Adventures 2000 - 2001
MGT of America 1998 - 1998
Florida Atlantic University 1991 - 1992
radcliffe college 1990 - 1991
DeSisto School 1990 - 1991
Education
Millburn
Union College
University of Virginia
Premiere Plus Realty August 2011 - Present
Duca Studios 2003 - 2005
Wachovia Securities, LLC 2002 - 2005
Merrill Lynch 2001 - 2001
Executive Adventures 2000 - 2001
MGT of America 1998 - 1998
Florida Atlantic University 1991 - 1992
radcliffe college 1990 - 1991
DeSisto School 1990 - 1991
Education
Millburn
Union College
University of Virginia
Marcel Smith's Merrill Lynch Experience March 2003 - December 2006
Job C17 Pilot Instructor at March ARB
Industry Airlines/Aviation
Experience
Eagle Systems and Services, Inc. October 2012 - Present
Boeing February 2007 - May 2011
Merrill Lynch March 2003 - December 2006
US Airways November 1999 - November 2001
Skills
Aircraft, Aerospace, Aviation, Avionics, Flight Test, Flights, Airlines, Commercial Aviation, Flight Safety, Aeronautics, Lean Manufacturing, Process Improvement, Leadership, Program Management, Military, DoD, Defense, Security Clearance, Command, Military Operations, Air Force
Education
United States Air Force Academy 1980 — 1984
Bachelor of Science, Engineering Mechanics
United States Air Force Academy 1979 — 1984
Bachelor of Science, Engineering Mechanics, Engineering Mechanics
Eagle Systems and Services, Inc. October 2012 - Present
Boeing February 2007 - May 2011
Merrill Lynch March 2003 - December 2006
US Airways November 1999 - November 2001
Skills
Aircraft, Aerospace, Aviation, Avionics, Flight Test, Flights, Airlines, Commercial Aviation, Flight Safety, Aeronautics, Lean Manufacturing, Process Improvement, Leadership, Program Management, Military, DoD, Defense, Security Clearance, Command, Military Operations, Air Force
Education
United States Air Force Academy 1980 — 1984
Bachelor of Science, Engineering Mechanics
United States Air Force Academy 1979 — 1984
Bachelor of Science, Engineering Mechanics, Engineering Mechanics
Neill Sachdev's Merrill Lynch Experience November 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
The Plaza Building 1929 December 2011 - November 2012
NEVCCC July 2010 - December 2011
Sun Scientific August 2009 - November 2010
Skills
Medical Devices, Project Management, FDA, Cross-functional Team..., Process Improvement, Product Development, Software Project..., ISO 13485, Design Control, Clinical Research, Biotechnology, Quality Assurance, Requirements Analysis, Wealth Management, Financial Services, Radiology, Construction Management, Microsoft Office
Education
Union College 2005 — 2009
Bachelor of Science (B.S.)
Union College
BS
Merrill Lynch November 2012 - Present
The Plaza Building 1929 December 2011 - November 2012
NEVCCC July 2010 - December 2011
Sun Scientific August 2009 - November 2010
Skills
Medical Devices, Project Management, FDA, Cross-functional Team..., Process Improvement, Product Development, Software Project..., ISO 13485, Design Control, Clinical Research, Biotechnology, Quality Assurance, Requirements Analysis, Wealth Management, Financial Services, Radiology, Construction Management, Microsoft Office
Education
Union College 2005 — 2009
Bachelor of Science (B.S.)
Union College
BS
Philippe Faraut's Merrill Lynch Experience July 1999 - March 2004
Job Chief Investment Officer at Knight Global LLC
Industry Investment Management
Experience
Knight Global LLC February 2015 - Present
Intrepid Investment Bankers LLC April 2012 - February 2015
The Sage Group, LLC (US) July 2009 - June 2011
HSBC March 2004 - April 2007
Merrill Lynch July 1999 - March 2004
Skills
Investment Banking, Due Diligence, Mergers & Acquisitions, Middle Market, Private Equity, Recapitalizations, Valuation, Corporate Finance, Restructuring, Capital Markets, Financial Modeling, Start-ups, LBO, Brand Development, Entrepreneurship, Business Strategy, Venture Capital, Private Placements, Financial Analysis, Investments, Marketing Strategy, M&A experience, Fashion
Education
Anderson School at UCLA 1998 — 1999
Master of Business Administration (MBA)
Knight Global LLC February 2015 - Present
Intrepid Investment Bankers LLC April 2012 - February 2015
The Sage Group, LLC (US) July 2009 - June 2011
HSBC March 2004 - April 2007
Merrill Lynch July 1999 - March 2004
Skills
Investment Banking, Due Diligence, Mergers & Acquisitions, Middle Market, Private Equity, Recapitalizations, Valuation, Corporate Finance, Restructuring, Capital Markets, Financial Modeling, Start-ups, LBO, Brand Development, Entrepreneurship, Business Strategy, Venture Capital, Private Placements, Financial Analysis, Investments, Marketing Strategy, M&A experience, Fashion
Education
Anderson School at UCLA 1998 — 1999
Master of Business Administration (MBA)
John Nowaczewski's Merrill Lynch Experience March 2012 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch March 2012 - Present
Sharon Presbyterian Church 2010 - 2013
Volt Workforce Solutions January 2012 - March 2012
Richie & Associates May 2011 - March 2012
Rising Roll Gourmet August 2005 - May 2011
Bank of America December 1995 - August 2005
NationsBank CRT June 1993 - December 1995
NationsBank July 1990 - June 1993
Skills
FX Forecasting, FX, Risk Management, Currency, Forecasting, Payment Systems, Derivatives, Commodities, Strategic Planning, Hedging, Fixed Income, Money Market, Trading, Swaps, Sales Management, E-commerce, Options, FX trading, Portfolio Management, Risk, Banking, Capital Markets, Financial Risk, FX Options, Investments, Foreign Exchange, Trading Systems, Financial Services, Payments, Bonds, Treasury Management, Hedge Funds, Investment Banking, Alternative Investments, Financial Markets, Securities, Equities, Asset Allocation, Wealth Management, Financial Structuring, FX Trading, Emerging Markets, Commodity
Education
Union Presbyterian Seminary 2011 — 2015
Merrill Lynch March 2012 - Present
Sharon Presbyterian Church 2010 - 2013
Volt Workforce Solutions January 2012 - March 2012
Richie & Associates May 2011 - March 2012
Rising Roll Gourmet August 2005 - May 2011
Bank of America December 1995 - August 2005
NationsBank CRT June 1993 - December 1995
NationsBank July 1990 - June 1993
Skills
FX Forecasting, FX, Risk Management, Currency, Forecasting, Payment Systems, Derivatives, Commodities, Strategic Planning, Hedging, Fixed Income, Money Market, Trading, Swaps, Sales Management, E-commerce, Options, FX trading, Portfolio Management, Risk, Banking, Capital Markets, Financial Risk, FX Options, Investments, Foreign Exchange, Trading Systems, Financial Services, Payments, Bonds, Treasury Management, Hedge Funds, Investment Banking, Alternative Investments, Financial Markets, Securities, Equities, Asset Allocation, Wealth Management, Financial Structuring, FX Trading, Emerging Markets, Commodity
Education
Union Presbyterian Seminary 2011 — 2015
Kevin Kraemer's Merrill Lynch Experience February 1997 - April 2009
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2009 - Present
Merrill Lynch February 1997 - April 2009
Unisys August 1983 - January 1997
Education
UCLA Anderson School of Management 1990 — 1993
MBA, Finance
Wayne State College 1979 — 1983
B.S., Finance
Edward Jones April 2009 - Present
Merrill Lynch February 1997 - April 2009
Unisys August 1983 - January 1997
Education
UCLA Anderson School of Management 1990 — 1993
MBA, Finance
Wayne State College 1979 — 1983
B.S., Finance
Keith Gay's Merrill Lynch Experience August 1992 - March 1996
Job Associate Director of Research at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus Director of ResearchThomas Weisel PartnersJanuary 1999 - July 2010
Montgomery Securities March 1996 - January 1999
Merrill Lynch August 1992 - March 1996
US Air Force Academy August 1989 - May 1992
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
UCLA 1978 — 1980
BA, Economics
Stifel Nicolaus Director of ResearchThomas Weisel PartnersJanuary 1999 - July 2010
Montgomery Securities March 1996 - January 1999
Merrill Lynch August 1992 - March 1996
US Air Force Academy August 1989 - May 1992
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
UCLA 1978 — 1980
BA, Economics
OLGA CORREDOR's Merrill Lynch Experience October 1998 - December 2006
Job ELearning Professional
Industry E-Learning
Experience
Arrieta Institute 2007 - 2010
Merrill Lynch October 1998 - December 2006
Skills
Bilingual, Computer Literate, Data Entry
Education
Union County College 2000 — 2009
ESL - English as Second Lenguaje
UNIVERSIDAD DEL TOLIMA ,COLOMBIA 1982 — 1989
FOREST INGINIEERING
Union County College
Arrieta Institute 2007 - 2010
Merrill Lynch October 1998 - December 2006
Skills
Bilingual, Computer Literate, Data Entry
Education
Union County College 2000 — 2009
ESL - English as Second Lenguaje
UNIVERSIDAD DEL TOLIMA ,COLOMBIA 1982 — 1989
FOREST INGINIEERING
Union County College
Tisha Berman's Merrill Lynch Experience September 1999 - June 2001
Job Financial Services Professional
Industry Financial Services
Experience
Causeway Capital Management LLC 2001 - 2011
Merrill Lynch September 1999 - June 2001
Bank of America July 1994 - June 1997
Education
UCLA Anderson School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Strategy
University of Southern California 1990 — 1994
Bachelor of Science (B.S.), Finance
Causeway Capital Management LLC 2001 - 2011
Merrill Lynch September 1999 - June 2001
Bank of America July 1994 - June 1997
Education
UCLA Anderson School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Strategy
University of Southern California 1990 — 1994
Bachelor of Science (B.S.), Finance
PETER BARNAT's Merrill Lynch Experience December 1999 - April 2005
Job USED CAR MANAGER at HATT AUTO SALES
Industry Automotive
Experience
HATT AUTO SALES April 2005 - Present
Merrill Lynch December 1999 - April 2005
Skills
Automotive, Vehicles, Automobile, Dealer Management, F&I, Pre-owned, Customer Satisfaction, Profit, Dealers, Sales Management
Education
CHUBB INSTITUTE 1998 — 1999
DIPLOMA, Computer and Information Sciences and Support Services
Union County College 1995 — 1998
Associate's degree, Business/Managerial Economics
HATT AUTO SALES April 2005 - Present
Merrill Lynch December 1999 - April 2005
Skills
Automotive, Vehicles, Automobile, Dealer Management, F&I, Pre-owned, Customer Satisfaction, Profit, Dealers, Sales Management
Education
CHUBB INSTITUTE 1998 — 1999
DIPLOMA, Computer and Information Sciences and Support Services
Union County College 1995 — 1998
Associate's degree, Business/Managerial Economics
Charles Hollister's Merrill Lynch Experience July 1997 - September 1998
Job Realtor
Industry Real Estate
Experience
Realty ONE Group March 2003 - Present
Real Estate and Finance 1995 - 2013
Citicorp Investment Services September 1998 - February 2001
Merrill Lynch July 1997 - September 1998
Skills
Finance, Real Estate Transactions, Refinance, Investments, Real Estate
Education
University of New Hampshire 1982 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
United States Air Force Academy
Bachelor of Science (B.S.), Business Management and Finance
Realty ONE Group March 2003 - Present
Real Estate and Finance 1995 - 2013
Citicorp Investment Services September 1998 - February 2001
Merrill Lynch July 1997 - September 1998
Skills
Finance, Real Estate Transactions, Refinance, Investments, Real Estate
Education
University of New Hampshire 1982 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
United States Air Force Academy
Bachelor of Science (B.S.), Business Management and Finance
Gunit Bedi's Merrill Lynch Experience March 2004 - February 2009
Job Sr. Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2009 - Present
Merrill Lynch March 2004 - February 2009
Education
UCLA Anderson School of Management 2006 — 2009
MBA
UCLA
Bachelor's in Economics
UBS Financial Services February 2009 - Present
Merrill Lynch March 2004 - February 2009
Education
UCLA Anderson School of Management 2006 — 2009
MBA
UCLA
Bachelor's in Economics
Terrence Loughran, CFA's Merrill Lynch Experience April 1993 - May 1997
Job Director Senior Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale October 2007 - Present
Southwest Securities January 2006 - August 2007
Fidelity Investments May 1997 - December 2005
Merrill Lynch April 1993 - May 1997
Education
UCLA Anderson School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
University of Notre Dame 1987 — 1991
Bachelor's Degree, History
City National Rochdale October 2007 - Present
Southwest Securities January 2006 - August 2007
Fidelity Investments May 1997 - December 2005
Merrill Lynch April 1993 - May 1997
Education
UCLA Anderson School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
University of Notre Dame 1987 — 1991
Bachelor's Degree, History
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank