Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Pablo Solana Medina Pablo Solana Medina's Merrill Lynch Experience March 2014 - Present
Job Investment Banking Analyst at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch March 2014 - Present
Credit Agricole CIB August 2013 - March 2014
Credit Agricole CIB November 2012 - August 2013
HSBC January 2012 - June 2012
UBS Investment Bank July 2011 - December 2011
Deloitte February 2011 - May 2011
Education
Universidad Pontificia Comillas 2010 — 2012
Master in Finance, Finance
Universidad de Las Palmas de Gran Canaria 2006 — 2010
Licenciatura, Business Administration and Management (Finance)
Merrill Lynch March 2014 - Present
Credit Agricole CIB August 2013 - March 2014
Credit Agricole CIB November 2012 - August 2013
HSBC January 2012 - June 2012
UBS Investment Bank July 2011 - December 2011
Deloitte February 2011 - May 2011
Education
Universidad Pontificia Comillas 2010 — 2012
Master in Finance, Finance
Universidad de Las Palmas de Gran Canaria 2006 — 2010
Licenciatura, Business Administration and Management (Finance)
Thomas Lair Jr. Thomas Lair Jr.'s Merrill Lynch Experience July 2012 - August 2012
Job 3L J.D./M.B.A. candidate at the University of Florida
Industry Higher Education
Experience
University of Florida May 2015 - Present
Ryder System, Inc. May 2015 - July 2015
Gainesville Regional Utilities May 2014 - August 2014
Merrill Lynch July 2012 - August 2012
Skills
Creative Problem Solving, Market Research, Finance, Sales, Public Speaking, Fundraising, Event Planning, Leadership, Microsoft Office, Spanish, Budgets, Marketing
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2016
Juris Doctor (J.D.)
University of Florida Hough Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Florida 2009 — 2013
Bachelor of Science (BS), Finance, General
Universidad Antonio de Nebrija 2011 — 2011
University of Florida May 2015 - Present
Ryder System, Inc. May 2015 - July 2015
Gainesville Regional Utilities May 2014 - August 2014
Merrill Lynch July 2012 - August 2012
Skills
Creative Problem Solving, Market Research, Finance, Sales, Public Speaking, Fundraising, Event Planning, Leadership, Microsoft Office, Spanish, Budgets, Marketing
Education
University of Florida - Fredric G. Levin College of Law 2013 — 2016
Juris Doctor (J.D.)
University of Florida Hough Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
University of Florida 2009 — 2013
Bachelor of Science (BS), Finance, General
Universidad Antonio de Nebrija 2011 — 2011
Alejandro Reyna Alejandro Reyna's Merrill Lynch Experience June 2002 - June 2003
Job President | ALPFA Salt Lake City
Industry Investment Banking
Experience
Artes de Mexico en Utah June 2015 - Present
Utah Hispanic Chamber of Commerce May 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders January 2014 - Present
Goldman Sachs July 2008 - Present
Goldman Sachs August 2003 - July 2008
Merrill Lynch June 2002 - June 2003
Goldman Sachs March 2000 - October 2001
Skills
Investment Banking
Education
Universidad Iberoamericana, Ciudad de México 1995 — 1999
Certified Public Accountant (CPA), Accounting and Finance, 3.7 GPA
Artes de Mexico en Utah June 2015 - Present
Utah Hispanic Chamber of Commerce May 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders January 2014 - Present
Goldman Sachs July 2008 - Present
Goldman Sachs August 2003 - July 2008
Merrill Lynch June 2002 - June 2003
Goldman Sachs March 2000 - October 2001
Skills
Investment Banking
Education
Universidad Iberoamericana, Ciudad de México 1995 — 1999
Certified Public Accountant (CPA), Accounting and Finance, 3.7 GPA
Lizzette Bobonis Roig Lizzette Bobonis Roig's Merrill Lynch Experience November 2010 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
Santander Securities January 2000 - November 2010
Merrill Lynch 1996 - January 2000
Brown Brothers Harriman May 1994 - August 1995
Skills
Financial Services
Education
Universidad Interamericana de Puerto Rico 1991 — 1993
Master in Business Administration, Finance
Universidad de Puerto Rico 1984 — 1989
Bachelors in Business Administration, Major in Finance
Colegio Nuestra Sra. Del Pilar 1979 — 1984
High School
Merrill Lynch November 2010 - Present
Santander Securities January 2000 - November 2010
Merrill Lynch 1996 - January 2000
Brown Brothers Harriman May 1994 - August 1995
Skills
Financial Services
Education
Universidad Interamericana de Puerto Rico 1991 — 1993
Master in Business Administration, Finance
Universidad de Puerto Rico 1984 — 1989
Bachelors in Business Administration, Major in Finance
Colegio Nuestra Sra. Del Pilar 1979 — 1984
High School
Enrique Mackinlay Zapiola Enrique Mackinlay Zapiola's Merrill Lynch Experience July 2005 - Present
Job International Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2005 - Present
Citigroup Private Bank March 2004 - July 2005
Citigroup Private Bank July 2001 - March 2004
Skills
Wealth Management
Education
Universidad de San Andres 2000 — 2000
Master in Finance
Universidad Catolica Argentina 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch July 2005 - Present
Citigroup Private Bank March 2004 - July 2005
Citigroup Private Bank July 2001 - March 2004
Skills
Wealth Management
Education
Universidad de San Andres 2000 — 2000
Master in Finance
Universidad Catolica Argentina 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Shssael Perez Shssael Perez's Merrill Lynch Experience January 2005 - October 2009
Job Senior Systems Engineer at Covance
Industry Information Technology and Services
Experience
Covance April 2015 - Present
Sushaisa Consulting Services December 2013 - Present
Marsh & McLennan Companies May 2013 - November 2013
Morgan Stanley May 2010 - April 2013
Bank of America October 2009 - May 2010
Merrill Lynch January 2005 - October 2009
Merrill Lynch December 2000 - January 2005
American Express August 1998 - December 2000
Citibank September 1997 - July 1998
Credit Suisse April 1996 - September 1997
Skills
Citrix, Virtualization, Enterprise Architecture, Disaster Recovery, Vendor Management, Release Management, ITIL, IT Strategy, IT Management, IT Service Management, App-V, Integration, VMware, Group Policy, Desktop Engineering, Windows 7 Migration, Powershell, SCCM, AppSense Environment..., Application..., Security Patch..., Browser Engineering, Active Directory, Windows Server, Synology Diskstation, Microsoft Office, IT Operations, Servers, Incident Management, SDLC, VBScript, Business Continuity, Information Technology, Data Center, Infrastructure, SAN, Desktop Computers, System Deployment, IIS, SharePoint, High Availability, Microsoft Exchange, Consulting, Business Analysis, Visio, Management, Project Management, Microsoft SQL Server
Education
Universidad APEC 1990 — 1995
Bachelor's Degree, Electrical Engineering
Covance April 2015 - Present
Sushaisa Consulting Services December 2013 - Present
Marsh & McLennan Companies May 2013 - November 2013
Morgan Stanley May 2010 - April 2013
Bank of America October 2009 - May 2010
Merrill Lynch January 2005 - October 2009
Merrill Lynch December 2000 - January 2005
American Express August 1998 - December 2000
Citibank September 1997 - July 1998
Credit Suisse April 1996 - September 1997
Skills
Citrix, Virtualization, Enterprise Architecture, Disaster Recovery, Vendor Management, Release Management, ITIL, IT Strategy, IT Management, IT Service Management, App-V, Integration, VMware, Group Policy, Desktop Engineering, Windows 7 Migration, Powershell, SCCM, AppSense Environment..., Application..., Security Patch..., Browser Engineering, Active Directory, Windows Server, Synology Diskstation, Microsoft Office, IT Operations, Servers, Incident Management, SDLC, VBScript, Business Continuity, Information Technology, Data Center, Infrastructure, SAN, Desktop Computers, System Deployment, IIS, SharePoint, High Availability, Microsoft Exchange, Consulting, Business Analysis, Visio, Management, Project Management, Microsoft SQL Server
Education
Universidad APEC 1990 — 1995
Bachelor's Degree, Electrical Engineering
Patricia Tello Patricia Tello's Merrill Lynch Experience August 2010 - December 2010
Job Real Estate Associate at Uptown Real Estate
Industry Real Estate
Experience
Uptown Real Estate Group, Inc. January 2009 - Present
Merrill Lynch August 2010 - December 2010
MORTGAGE XPRESS March 2003 - June 2009
REGIONS BANK November 2001 - February 2003
BBVA COMPASS December 1999 - October 2001
Skills
Microsoft Office, Customer Engagement, Financial Analysis, Loans, Customer Experience, Credit, Negotiation, Portfolio Management, Real Estate, Operations Management, Reality, Banking, Due Diligence, Real Property, Customer Oriented, Customer Satisfaction, Management Consulting, Marketing, Sales, Contract Negotiation, Customer Service, Finance, Management, Marketing Strategy, Valuation
Education
University of St. Thomas 2009 — 2011
MBA, Concentration in Finance
Universidad de La Sabana
Bachelor, Business Administration
Uptown Real Estate Group, Inc. January 2009 - Present
Merrill Lynch August 2010 - December 2010
MORTGAGE XPRESS March 2003 - June 2009
REGIONS BANK November 2001 - February 2003
BBVA COMPASS December 1999 - October 2001
Skills
Microsoft Office, Customer Engagement, Financial Analysis, Loans, Customer Experience, Credit, Negotiation, Portfolio Management, Real Estate, Operations Management, Reality, Banking, Due Diligence, Real Property, Customer Oriented, Customer Satisfaction, Management Consulting, Marketing, Sales, Contract Negotiation, Customer Service, Finance, Management, Marketing Strategy, Valuation
Education
University of St. Thomas 2009 — 2011
MBA, Concentration in Finance
Universidad de La Sabana
Bachelor, Business Administration
Andrea Herrera Otero Andrea Herrera Otero's Merrill Lynch Experience February 2009 - February 2009
Job Intern at CSM Bakery Solutions
Industry Food Production
Experience
CSM Bakery Solutions May 2015 - July 2015
Deloitte Uruguay January 2013 - May 2015
Banque Heritage Uruguay March 2012 - January 2013
Banque Heritage Uruguay September 2011 - March 2012
Aspen Invest January 2011 - March 2011
ToyQuest August 2009 - September 2009
Merrill Lynch February 2009 - February 2009
Prosperitas Capital Partners January 2008 - April 2008
Skills
Venture Capital, Start-ups, Entrepreneurship, Business Strategy, Valuation, Management Consulting, Financial Modeling, Mergers, Finance, Angel Investing, Venture Financing, Incubation, English, Mergers & Acquisitions, Negotiation
Education
Universidad de Montevideo 2007 — 2010
Licenciada en Economía, Economics
IAE Business School, Universidad Austral 2012 — 2012
Curso Jóvenes de Alto Potencial, Entrepreneurship/Entrepreneurial Studies
University of San Diego 2009 — 2009
Bachelor of Arts (BA), Economics
CSM Bakery Solutions May 2015 - July 2015
Deloitte Uruguay January 2013 - May 2015
Banque Heritage Uruguay March 2012 - January 2013
Banque Heritage Uruguay September 2011 - March 2012
Aspen Invest January 2011 - March 2011
ToyQuest August 2009 - September 2009
Merrill Lynch February 2009 - February 2009
Prosperitas Capital Partners January 2008 - April 2008
Skills
Venture Capital, Start-ups, Entrepreneurship, Business Strategy, Valuation, Management Consulting, Financial Modeling, Mergers, Finance, Angel Investing, Venture Financing, Incubation, English, Mergers & Acquisitions, Negotiation
Education
Universidad de Montevideo 2007 — 2010
Licenciada en Economía, Economics
IAE Business School, Universidad Austral 2012 — 2012
Curso Jóvenes de Alto Potencial, Entrepreneurship/Entrepreneurial Studies
University of San Diego 2009 — 2009
Bachelor of Arts (BA), Economics
Stephen Giannone's Merrill Lynch Experience April 2004 - November 2004
Job President at Theorem Group Inc.
Industry Financial Services
Experience
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Matías Sanhueza Bocic Matías Sanhueza Bocic's Merrill Lynch Experience January 2014 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
J.P. Morgan March 2012 - December 2013
IM Trust January 2011 - February 2012
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Spanish, Trading, Acciones
Education
Universidad Adolfo Ibáñez 2010 — 2010
Master’s Degree, Economics and Public Policy
Universidad Adolfo Ibáñez 2007 — 2010
Bachelor’s Degree, Business Administration and Management, General
Merrill Lynch January 2014 - Present
J.P. Morgan March 2012 - December 2013
IM Trust January 2011 - February 2012
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Spanish, Trading, Acciones
Education
Universidad Adolfo Ibáñez 2010 — 2010
Master’s Degree, Economics and Public Policy
Universidad Adolfo Ibáñez 2007 — 2010
Bachelor’s Degree, Business Administration and Management, General
Madie Sanchez's Merrill Lynch Experience May 1995 - May 1998
Job GLOBAL OPERATIONS AMERICAS at INCHCAPE SHIPPING SERVICES
Industry Maritime
Experience
Inchcape Shipping Services October 2008 - Present
Inchcape Shipping Services August 2005 - September 2008
Inchcape Shipping Services May 2004 - August 2005
BNP Paribas May 1998 - September 2002
Merrill Lynch May 1995 - May 1998
Skills
Customer Service, High level of initiative, Problem Solving, Flexibility, Proactive self-starter, Maritime Operations, Global Operations, Auditing, Team Leadership, International Logistics, Private Banking, Corporate Finance, Logistics, Operations Management, Shipping
Education
Deusto Business School -Spain/ USMA Panama 2013 — 2015
International MBA Port and Maritime Business Management, Maritime Studies, MBA
Universidad Católica Santa María La Antigua
Bachelor's degree, Banking and Finance
Inchcape Shipping Services October 2008 - Present
Inchcape Shipping Services August 2005 - September 2008
Inchcape Shipping Services May 2004 - August 2005
BNP Paribas May 1998 - September 2002
Merrill Lynch May 1995 - May 1998
Skills
Customer Service, High level of initiative, Problem Solving, Flexibility, Proactive self-starter, Maritime Operations, Global Operations, Auditing, Team Leadership, International Logistics, Private Banking, Corporate Finance, Logistics, Operations Management, Shipping
Education
Deusto Business School -Spain/ USMA Panama 2013 — 2015
International MBA Port and Maritime Business Management, Maritime Studies, MBA
Universidad Católica Santa María La Antigua
Bachelor's degree, Banking and Finance
Daniel E Maldonado Daniel E Maldonado's Merrill Lynch Experience July 2011 - Present
Job Vice President Investments / Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Wells Fargo Advisors April 2009 - July 2011
UBS Wealth Management January 2003 - April 2009
Smith Barney January 1997 - January 2003
Skills
Strategic Financial..., Series 7, Wealth Management, Series 63, Series 65, Asset Allocation, Investment Advisory, Alternative Investments, Investments, Finance, Retirement Planning, Mutual Funds, Wealth Management..., Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning
Education
University of Puerto Rico
Merrill Lynch July 2011 - Present
Wells Fargo Advisors April 2009 - July 2011
UBS Wealth Management January 2003 - April 2009
Smith Barney January 1997 - January 2003
Skills
Strategic Financial..., Series 7, Wealth Management, Series 63, Series 65, Asset Allocation, Investment Advisory, Alternative Investments, Investments, Finance, Retirement Planning, Mutual Funds, Wealth Management..., Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning
Education
University of Puerto Rico
Carlos Elizalde Carlos Elizalde's Merrill Lynch Experience October 2012 - April 2013
Job Assistant Manager at Sherwin Williams
Industry Financial Services
Experience
Sherwin Williams June 2013 - Present
Merrill Lynch October 2012 - April 2013
GC Services June 2012 - October 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, PowerPoint, Strategic Planning
Education
Universidad del Zulia 2004 — 2009
Bachelor's Degree, Economics
Sherwin Williams June 2013 - Present
Merrill Lynch October 2012 - April 2013
GC Services June 2012 - October 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, PowerPoint, Strategic Planning
Education
Universidad del Zulia 2004 — 2009
Bachelor's Degree, Economics
Mike Engler Mike Engler's Merrill Lynch Experience November 1980 - May 1985
Job Financial Advisor at Community Pride Wealth
Industry Financial Services
Experience
Community Pride Wealth September 1994 - Present
New York Life Insurance Company February 1992 - September 1994
Alex. Brown & Sons August 1990 - May 1991
BGS&G Companies May 1985 - January 1989
Merrill Lynch November 1980 - May 1985
US Navy June 1975 - July 1980
Skills
Investment Advisory, Insurance, Financial Services, Finance, Management, Strategic Financial..., Retirement Planning, Portfolio Management, Investments, Sales, Disability Insurance, Wealth Management, Mutual Funds, Time Management, Asset Allocation, Health Insurance, Financial Advisory, Retirement, Series 7, Series 63, Investment Strategies, 401k, Securities, Alternative Investments, Fixed Annuities, Estate Planning
Education
United States Naval Academy 1971 — 1975
Masters of Science, International Relations and Affairs
Loyola High School 1967 — 1971
High school diploma, General
Community Pride Wealth September 1994 - Present
New York Life Insurance Company February 1992 - September 1994
Alex. Brown & Sons August 1990 - May 1991
BGS&G Companies May 1985 - January 1989
Merrill Lynch November 1980 - May 1985
US Navy June 1975 - July 1980
Skills
Investment Advisory, Insurance, Financial Services, Finance, Management, Strategic Financial..., Retirement Planning, Portfolio Management, Investments, Sales, Disability Insurance, Wealth Management, Mutual Funds, Time Management, Asset Allocation, Health Insurance, Financial Advisory, Retirement, Series 7, Series 63, Investment Strategies, 401k, Securities, Alternative Investments, Fixed Annuities, Estate Planning
Education
United States Naval Academy 1971 — 1975
Masters of Science, International Relations and Affairs
Loyola High School 1967 — 1971
High school diploma, General
Rich Vaill Rich Vaill's Merrill Lynch Experience December 1999 - October 2004
Job Impassioned Leader, Problemsolver, Motivator and Connector at Provident Bank
Industry Banking
Experience
Provident Bank January 2009 - Present
American Council on Exercise December 2010 - Present
United States Naval Academy July 2004 - June 2013
Administaff September 2008 - January 2009
1031 Exchange QI October 2004 - June 2008
United States Marine Corps 1988 - 2005
Merrill Lynch December 1999 - October 2004
United States Marine Corps 2003 - 2004
Nestle Waters of America October 1997 - December 1999
JPMorgan Chase August 1995 - October 1997
Skills
Leadership, Leadership Development, Management, Business Development, Military, Strategic Planning, Strategy, Sales, Team Building, Training, Banking, Public Speaking, Finance, Coaching, Small Business, Program Management, Marine Corps, Entrepreneurship, Operations Management, Command, Management Consulting, Networking, Team Leadership, Military Logistics, Fitness Training, Event Planning, Executive Management, 1031 Exchanges, ACE Certified Personal..., Tactical Planning, Military Operations, Group Exercise, Career Counseling, Operational Planning, Strategic Leadership, Veteran Transition, Corporate Event Planning, Veteran, Building Centers of..., Organization Skills, Project Management
Education
Marine Corps University - Command and Staff College 2002 — 2003
United States Naval Academy 1984 — 1988
BS, English
Provident Bank January 2009 - Present
American Council on Exercise December 2010 - Present
United States Naval Academy July 2004 - June 2013
Administaff September 2008 - January 2009
1031 Exchange QI October 2004 - June 2008
United States Marine Corps 1988 - 2005
Merrill Lynch December 1999 - October 2004
United States Marine Corps 2003 - 2004
Nestle Waters of America October 1997 - December 1999
JPMorgan Chase August 1995 - October 1997
Skills
Leadership, Leadership Development, Management, Business Development, Military, Strategic Planning, Strategy, Sales, Team Building, Training, Banking, Public Speaking, Finance, Coaching, Small Business, Program Management, Marine Corps, Entrepreneurship, Operations Management, Command, Management Consulting, Networking, Team Leadership, Military Logistics, Fitness Training, Event Planning, Executive Management, 1031 Exchanges, ACE Certified Personal..., Tactical Planning, Military Operations, Group Exercise, Career Counseling, Operational Planning, Strategic Leadership, Veteran Transition, Corporate Event Planning, Veteran, Building Centers of..., Organization Skills, Project Management
Education
Marine Corps University - Command and Staff College 2002 — 2003
United States Naval Academy 1984 — 1988
BS, English
Chet Makuch, CFP®, CRPC®, APMA® Chet Makuch, CFP®, CRPC®, APMA®'s Merrill Lynch Experience September 1994 - March 1999
Job Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
US Naval Academy May 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - Present
Banc of America Investments/Quick & Reilly/Fleet March 1999 - April 2009
Merrill Lynch September 1994 - March 1999
US Navy 1986 - 1995
GUARD Insurance Group 1993 - 1994
Futurekids 1992 - 1994
Education
United States Naval Academy 1982 — 1986
BS, Computer Science
US Naval Academy May 2010 - Present
Ameriprise Financial Services, Inc. April 2009 - Present
Banc of America Investments/Quick & Reilly/Fleet March 1999 - April 2009
Merrill Lynch September 1994 - March 1999
US Navy 1986 - 1995
GUARD Insurance Group 1993 - 1994
Futurekids 1992 - 1994
Education
United States Naval Academy 1982 — 1986
BS, Computer Science
Doug Knowles Doug Knowles's Merrill Lynch Experience May 2015 - Present
Job iOS Developer at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch May 2015 - Present
Selene Associates, LLC March 2012 - Present
Wisp.co March 2015 - May 2015
Shareable Ink December 2012 - January 2015
Carbonite June 2010 - December 2012
CardScan November 2007 - June 2010
DataSynapse, Inc. October 2006 - November 2007
ANDoo, Inc. January 2006 - August 2006
Novell July 2002 - November 2005
Palm January 2001 - December 2001
Skills
Mac OS X, Objective-C, Xcode, Mac, Java, C++, Eclipse, XML, Agile, Software Development, C, Architecture, Ruby, iPhone, Cocoa, Application Development, Agile Methodologies, OS X, Software Engineering, Operating Systems, Object Oriented Design, Scrum, iOS, Cloud Computing, OOP, Subversion, Mobile Applications, Software Design
Education
Worcester Polytechnic Institute 1982 — 1987
M.S., Computer Science
Worcester Polytechnic Institute 1973 — 1976
B.S., Computer Science
United States Naval Academy 1972 — 1973
Reef Points, Form 1s
Merrill Lynch May 2015 - Present
Selene Associates, LLC March 2012 - Present
Wisp.co March 2015 - May 2015
Shareable Ink December 2012 - January 2015
Carbonite June 2010 - December 2012
CardScan November 2007 - June 2010
DataSynapse, Inc. October 2006 - November 2007
ANDoo, Inc. January 2006 - August 2006
Novell July 2002 - November 2005
Palm January 2001 - December 2001
Skills
Mac OS X, Objective-C, Xcode, Mac, Java, C++, Eclipse, XML, Agile, Software Development, C, Architecture, Ruby, iPhone, Cocoa, Application Development, Agile Methodologies, OS X, Software Engineering, Operating Systems, Object Oriented Design, Scrum, iOS, Cloud Computing, OOP, Subversion, Mobile Applications, Software Design
Education
Worcester Polytechnic Institute 1982 — 1987
M.S., Computer Science
Worcester Polytechnic Institute 1973 — 1976
B.S., Computer Science
United States Naval Academy 1972 — 1973
Reef Points, Form 1s
Alissa Vaughn Alissa Vaughn's Merrill Lynch Experience May 2008 - September 2008
Job Customer Success at PitchBook Data, Inc.
Industry Venture Capital & Private Equity
Experience
PitchBook Data, Inc. May 2013 - Present
Apex Learning November 2011 - April 2013
Russell Investments August 2010 - June 2011
Merrill Lynch May 2008 - September 2008
Education
University of Redlands 2006 — 2010
Bachelor of Science, Business Administration
Universidad de Salamanca 2008 — 2008
Semester Study Abroad, Marketing & Economics
PitchBook Data, Inc. May 2013 - Present
Apex Learning November 2011 - April 2013
Russell Investments August 2010 - June 2011
Merrill Lynch May 2008 - September 2008
Education
University of Redlands 2006 — 2010
Bachelor of Science, Business Administration
Universidad de Salamanca 2008 — 2008
Semester Study Abroad, Marketing & Economics
Mark Lovett Mark Lovett's Merrill Lynch Experience 2006 - 2007
Job Broker Associate at 92101 Urban Living
Industry Military
Experience
FACSFAC San Diego October 2014 - Present
Afloat Training Group, San Diego December 2011 - Present
United States Navy May 2008 - Present
92101 Urban Living March 2013 - Present
US Navy April 2014 - October 2014
USS CAPE ST. GEORGE (CG-71) March 2010 - December 2011
USS CAPE ST. GEORGE (CG-71) June 2009 - April 2010
USS CAPE ST. GEORGE (CG-71) July 2008 - June 2009
Merrill Lynch 2006 - 2007
Skills
Microsoft Excel, PowerPoint, Operations Management, Navigation, GPS navigation, Engineering, Financial Calculations, Personnel Management, Business Strategy, Business Networking, Time Management, Technology, Real Estate, Real Estate Economics, Real Estate Websites, Real Estate Investor, Program Management, Operational Planning, Training, Security Clearance, DoD, Leadership Development, Aviation, Military Operations, Luxury Penthouses, Highrises, Property Management, VA Loans, Navy, Leadership, Military Experience, Military, National Security, Readiness, Information Assurance, Defense, Project Planning
Education
United States Naval Academy 2004 — 2008
Bachelor of Science (BS), Economics
FACSFAC San Diego October 2014 - Present
Afloat Training Group, San Diego December 2011 - Present
United States Navy May 2008 - Present
92101 Urban Living March 2013 - Present
US Navy April 2014 - October 2014
USS CAPE ST. GEORGE (CG-71) March 2010 - December 2011
USS CAPE ST. GEORGE (CG-71) June 2009 - April 2010
USS CAPE ST. GEORGE (CG-71) July 2008 - June 2009
Merrill Lynch 2006 - 2007
Skills
Microsoft Excel, PowerPoint, Operations Management, Navigation, GPS navigation, Engineering, Financial Calculations, Personnel Management, Business Strategy, Business Networking, Time Management, Technology, Real Estate, Real Estate Economics, Real Estate Websites, Real Estate Investor, Program Management, Operational Planning, Training, Security Clearance, DoD, Leadership Development, Aviation, Military Operations, Luxury Penthouses, Highrises, Property Management, VA Loans, Navy, Leadership, Military Experience, Military, National Security, Readiness, Information Assurance, Defense, Project Planning
Education
United States Naval Academy 2004 — 2008
Bachelor of Science (BS), Economics
Ricardo Cervantes's Merrill Lynch Experience May 2008 - October 2009
Job Associate, Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer July 2015 - Present
The Wharton School August 2013 - May 2015
Tishman Speyer June 2014 - August 2014
Vive Plus SA de CV January 2010 - July 2013
Merrill Lynch May 2008 - October 2009
Skills
Chemical Engineering, Process Engineering, Engineering, Project Management, Microsoft Office, Process Simulation, Product Development, Manufacturing, Matlab, Six Sigma, Microsoft Excel, Strategic Planning, Lean Manufacturing
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Universidad Iberoamericana, Ciudad de México 2004 — 2008
Bachelor of Engineering (B.E.), Chemical Engineering
Tishman Speyer July 2015 - Present
The Wharton School August 2013 - May 2015
Tishman Speyer June 2014 - August 2014
Vive Plus SA de CV January 2010 - July 2013
Merrill Lynch May 2008 - October 2009
Skills
Chemical Engineering, Process Engineering, Engineering, Project Management, Microsoft Office, Process Simulation, Product Development, Manufacturing, Matlab, Six Sigma, Microsoft Excel, Strategic Planning, Lean Manufacturing
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Universidad Iberoamericana, Ciudad de México 2004 — 2008
Bachelor of Engineering (B.E.), Chemical Engineering
Andrew Mealey Andrew Mealey's Merrill Lynch Experience August 2014 - November 2014
Job Student at The University of Texas at Austin
Industry Oil & Energy
Experience
Texas Citizens Bank July 2015 - August 2015
Sigma Phi Epsilon- Texas Alpha Chapter October 2013 - May 2015
Merrill Lynch August 2014 - November 2014
Baseball Lessons Pro July 2013 - August 2013
Strake Jesuit May 2013 - August 2013
First Colony Youth Basketball Association November 2011 - February 2012
Skills
Leadership
Education
The University of Texas at Austin 2013 — 2017
Business Honors; Petroleum Engineering
Universidad de 'San Andrés' 2015 — 2015
BHP Management Program and International Business
Strake Jesuit College Preparatory 2009 — 2013
Texas Citizens Bank July 2015 - August 2015
Sigma Phi Epsilon- Texas Alpha Chapter October 2013 - May 2015
Merrill Lynch August 2014 - November 2014
Baseball Lessons Pro July 2013 - August 2013
Strake Jesuit May 2013 - August 2013
First Colony Youth Basketball Association November 2011 - February 2012
Skills
Leadership
Education
The University of Texas at Austin 2013 — 2017
Business Honors; Petroleum Engineering
Universidad de 'San Andrés' 2015 — 2015
BHP Management Program and International Business
Strake Jesuit College Preparatory 2009 — 2013
Carmen Lorenzana Carmen Lorenzana's Merrill Lynch Experience
Job GWIM Operations Consultant at Merrill Lynch
Industry Banking
Experience
Merrill Lynch
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning
Education
Universidad Autónoma de Madrid 1992 — 1993
Post-graduate, Econometrics and Quantitative Economics
Universidad Autónoma de Madrid 1987 — 1992
Bachelor of Economics, Econometrics and Quantitative Economics, Honors in Macroeconomics and Advanced Mathematics for Economists
Merrill Lynch
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning
Education
Universidad Autónoma de Madrid 1992 — 1993
Post-graduate, Econometrics and Quantitative Economics
Universidad Autónoma de Madrid 1987 — 1992
Bachelor of Economics, Econometrics and Quantitative Economics, Honors in Macroeconomics and Advanced Mathematics for Economists
Michael Such Michael Such's Merrill Lynch Experience July 2011 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
No More SIDS Foundation July 2005 - Present
Booz Allen Hamilton September 2010 - June 2011
OSEC October 2005 - November 2007
QinetiQ North America 2006 - 2007
Booz Allen Hamilton 2002 - 2006
HDC-110 Harbor Defense Command 2002 - 2004
US Navy 1995 - 2004
Skills
Program Management, Defense, DoD, Research, Military, Leadership, Government Contracting, Security Clearance, Management Consulting, Navy, Strategic Planning, Strategy, Business Development, Risk Management, Business Strategy
Education
United States Naval Academy 1991 — 1995
BS, Ocean Engineering
Merrill Lynch July 2011 - Present
No More SIDS Foundation July 2005 - Present
Booz Allen Hamilton September 2010 - June 2011
OSEC October 2005 - November 2007
QinetiQ North America 2006 - 2007
Booz Allen Hamilton 2002 - 2006
HDC-110 Harbor Defense Command 2002 - 2004
US Navy 1995 - 2004
Skills
Program Management, Defense, DoD, Research, Military, Leadership, Government Contracting, Security Clearance, Management Consulting, Navy, Strategic Planning, Strategy, Business Development, Risk Management, Business Strategy
Education
United States Naval Academy 1991 — 1995
BS, Ocean Engineering
Sasha Orihuela Sasha Orihuela's Merrill Lynch Experience September 2007 - September 2008
Job Associate at World Financial Group
Industry Financial Services
Experience
World Financial Group (WFG) October 2013 - Present
Blake High School December 2011 - February 2014
The Church Group Worldwide April 2008 - June 2011
International Language Services; Pickard International April 2008 - June 2011
Pickard International April 2009 - January 2011
Merrill Lynch September 2007 - September 2008
Ranstaad January 2007 - September 2007
United States Marine Corps April 1994 - April 1998
Skills
Outlook, Microsoft Office, Customer Service, PowerPoint, Sales, Microsoft Word, Finance, Teaching, Spanish, Software Documentation, English, Management, Public Relations, Community Outreach, Translation, Public Speaking, Nonprofits, Social Media, Team Building, Event Planning, Training, Leadership, Microsoft Excel, Social Networking, Access, Event Management, Project Management, Data Analysis
Education
University of Phoenix 2005 — 2007
B.S., Business
University of Phoenix 2005 — 2007
Bachelor's of Science, Business Management
Universidad del Sagrado Corazón 1990 — 1993
Bachelor's degree, Sports and Exercise
Escuela Secundaria German Rieckehoff 1984 — 1990
High School Diploma, Academics
World Financial Group (WFG) October 2013 - Present
Blake High School December 2011 - February 2014
The Church Group Worldwide April 2008 - June 2011
International Language Services; Pickard International April 2008 - June 2011
Pickard International April 2009 - January 2011
Merrill Lynch September 2007 - September 2008
Ranstaad January 2007 - September 2007
United States Marine Corps April 1994 - April 1998
Skills
Outlook, Microsoft Office, Customer Service, PowerPoint, Sales, Microsoft Word, Finance, Teaching, Spanish, Software Documentation, English, Management, Public Relations, Community Outreach, Translation, Public Speaking, Nonprofits, Social Media, Team Building, Event Planning, Training, Leadership, Microsoft Excel, Social Networking, Access, Event Management, Project Management, Data Analysis
Education
University of Phoenix 2005 — 2007
B.S., Business
University of Phoenix 2005 — 2007
Bachelor's of Science, Business Management
Universidad del Sagrado Corazón 1990 — 1993
Bachelor's degree, Sports and Exercise
Escuela Secundaria German Rieckehoff 1984 — 1990
High School Diploma, Academics
Roland Peña Roland Peña's Merrill Lynch Experience December 1999 - May 2002
Job IT Consultant
Industry Information Technology and Services
Experience
CBS Corporation June 2014 - Present
AIG February 2012 - February 2014
AIG February 2010 - July 2012
Independent Consultant June 2008 - February 2010
ThinkCentric September 2005 - June 2008
Cicero Inc. June 2002 - September 2005
Merrill Lynch December 1999 - May 2002
Merrill Lynch December 1996 - December 1999
Merrill Lynch February 1992 - December 1996
Education
Rutgers NCAS & NJIT
Bachelor's Degree
United States Naval Academy
CBS Corporation June 2014 - Present
AIG February 2012 - February 2014
AIG February 2010 - July 2012
Independent Consultant June 2008 - February 2010
ThinkCentric September 2005 - June 2008
Cicero Inc. June 2002 - September 2005
Merrill Lynch December 1999 - May 2002
Merrill Lynch December 1996 - December 1999
Merrill Lynch February 1992 - December 1996
Education
Rutgers NCAS & NJIT
Bachelor's Degree
United States Naval Academy
David Mullen's Merrill Lynch Experience May 2008 - August 2008
Job Corporate Client Banking / Syndicated and Leveraged Finance Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
JPMorgan Chase September 2011 - May 2013
The Shepherd Center September 2009 - May 2011
JPMorgan Chase June 2010 - August 2010
US Congress May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Spanish-speaking, Finance, Portfolio Management, Credit Analysis, Credit Risk, Mergers, Credit, Banking, Financial Analysis, Corporate Finance, Investments, Microsoft Excel, Competitive Analysis, Data Analysis, Business Analysis, Analysis
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Spanish
Universidad de Granada 2006 — 2006
Spanish Language and Literature
JPMorgan Chase May 2013 - Present
JPMorgan Chase September 2011 - May 2013
The Shepherd Center September 2009 - May 2011
JPMorgan Chase June 2010 - August 2010
US Congress May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Spanish-speaking, Finance, Portfolio Management, Credit Analysis, Credit Risk, Mergers, Credit, Banking, Financial Analysis, Corporate Finance, Investments, Microsoft Excel, Competitive Analysis, Data Analysis, Business Analysis, Analysis
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Spanish
Universidad de Granada 2006 — 2006
Spanish Language and Literature
James Pagano's Merrill Lynch Experience July 1994 - June 1997
Job CFA • Fixed Income Management • Business Process Management • Performance Attribution • Presentations and Reporting
Industry Financial Services
Experience
NYL Investors LLC October 2006 - July 2014
Merrill Lynch Investment Managers May 1997 - September 2006
Merrill Lynch July 1994 - June 1997
Merrill Lynch February 1992 - July 1994
United States Marine Corps May 1984 - February 1992
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Wealth Management, Relationship Management, Business Analysis, Business Process..., Performance Attribution, Presentations, Derivatives, Mutual Funds, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Valuation
Education
United States Naval Academy 1980 — 1984
Bachelor's Degree, Engineering
NYL Investors LLC October 2006 - July 2014
Merrill Lynch Investment Managers May 1997 - September 2006
Merrill Lynch July 1994 - June 1997
Merrill Lynch February 1992 - July 1994
United States Marine Corps May 1984 - February 1992
Skills
Portfolio Management, Fixed Income, Asset Management, Investments, Wealth Management, Relationship Management, Business Analysis, Business Process..., Performance Attribution, Presentations, Derivatives, Mutual Funds, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Valuation
Education
United States Naval Academy 1980 — 1984
Bachelor's Degree, Engineering
Julieta Henke,CIMA® Julieta Henke,CIMA®'s Merrill Lynch Experience December 2007 - February 2013
Job Director, Financial Institutions US Offshore & Latin America Sales at ROBECO
Industry Financial Services
Experience
Robeco October 2013 - Present
Merrill Lynch December 2007 - February 2013
Merrill Lynch February 2006 - December 2007
Merrill Lynch August 2002 - January 2006
Merrill Lynch March 2000 - August 2002
BCRA February 1999 - December 1999
Skills
Series 7, Hedge Funds, Fixed Income, Asset Allocation, Wealth Management, Alternative Investments, Wealth Management..., Investments, FINRA, Investment Advisory, ETFs, Separately Managed..., Series 63, Uniform Combined State..., Mutual Funds, Capital Markets, Private Banking, Financial Services, Asset Management, Equities, Investment Strategies, Portfolio Management, Banking, Financial Advisory, High Net Worth..., Securities, Structured Products, Strategy, Investment Management, Series 65
Education
Universidad de San Andres 1993 — 1997
Bachelor of Business Administration (BBA)
Robeco October 2013 - Present
Merrill Lynch December 2007 - February 2013
Merrill Lynch February 2006 - December 2007
Merrill Lynch August 2002 - January 2006
Merrill Lynch March 2000 - August 2002
BCRA February 1999 - December 1999
Skills
Series 7, Hedge Funds, Fixed Income, Asset Allocation, Wealth Management, Alternative Investments, Wealth Management..., Investments, FINRA, Investment Advisory, ETFs, Separately Managed..., Series 63, Uniform Combined State..., Mutual Funds, Capital Markets, Private Banking, Financial Services, Asset Management, Equities, Investment Strategies, Portfolio Management, Banking, Financial Advisory, High Net Worth..., Securities, Structured Products, Strategy, Investment Management, Series 65
Education
Universidad de San Andres 1993 — 1997
Bachelor of Business Administration (BBA)
Monica Mayhew's Merrill Lynch Experience May 2013 - Present
Job Student at Catholic University of America, Parttime Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Caregiver 2008 - August 2014
Merrill Lynch February 2013 - May 2013
Skills
Salesforce.com, Spanish, Microsoft Office
Education
The Catholic University of America 2012 — 2016
Bachelor's Degree, Finance with a minor in Spanish
Universidad Complutense de Madrid
Merrill Lynch May 2013 - Present
Caregiver 2008 - August 2014
Merrill Lynch February 2013 - May 2013
Skills
Salesforce.com, Spanish, Microsoft Office
Education
The Catholic University of America 2012 — 2016
Bachelor's Degree, Finance with a minor in Spanish
Universidad Complutense de Madrid
Christina Quaranta Christina Quaranta's Merrill Lynch Experience January 2014 - April 2014
Job LEAP Finance Associate at Univision Communications Inc.
Industry Broadcast Media
Experience
Univision Communications Inc. March 2015 - Present
Univision Communications Inc. August 2014 - February 2015
Merrill Lynch January 2014 - April 2014
Merrill Lynch June 2013 - August 2013
Westchester County Board of Legislators May 2011 - August 2011
Neighbors Link June 2009 - August 2009
Education
Villanova University 2010 — 2014
Bachelor of Arts, Economics and Spanish
Universidad Carlos III de Madrid 2012 — 2012
Junior
Villanova 2012 Summer Business Institute 2012 — 2012
Minor, Business, Rising Junior
Fox Lane High School 2006 — 2010
Univision Communications Inc. March 2015 - Present
Univision Communications Inc. August 2014 - February 2015
Merrill Lynch January 2014 - April 2014
Merrill Lynch June 2013 - August 2013
Westchester County Board of Legislators May 2011 - August 2011
Neighbors Link June 2009 - August 2009
Education
Villanova University 2010 — 2014
Bachelor of Arts, Economics and Spanish
Universidad Carlos III de Madrid 2012 — 2012
Junior
Villanova 2012 Summer Business Institute 2012 — 2012
Minor, Business, Rising Junior
Fox Lane High School 2006 — 2010
Robert Vann's Merrill Lynch Experience 1999 - 2001
Job Associate at The Private Client Group
Industry Law Practice
Experience
The Private Client Law Group May 2013 - Present
Hendrick & Rascoe, LLC November 2005 - April 2013
Van Bael & Bellis May 2004 - August 2004
Kilpatrick Stockton May 2003 - August 2003
King and Spalding 2001 - 2002
NBC Universal 2000 - 2001
Merrill Lynch 1999 - 2001
Skills
Corporate Governance, International Tax, International Law, CFCs, PFICs, Conservation Easements, Captives, Offshore Trusts, Trusts, Taxation of Trusts, Trust Management, Charitable Trusts, Corporate Trust, Private Equity, Corporate Law, Corporate Tax, Mergers & Acquisitions, Venture Capital, Joint Ventures, Public Policy, Due Diligence, Legal Writing, Legal Research, Legal Advice, Commercial Litigation, Intellectual Property
Education
University of Georgia School of Law 2002 — 2005
JD, Law
2004 — 2004
Law & Institutions of the EU
Vanderbilt University 1995 — 1999
BA, Economics
Universidad Complutense de Madrid 1997 — 1997
Spanish
The Lawrenceville School 1992 — 1995
The Private Client Law Group May 2013 - Present
Hendrick & Rascoe, LLC November 2005 - April 2013
Van Bael & Bellis May 2004 - August 2004
Kilpatrick Stockton May 2003 - August 2003
King and Spalding 2001 - 2002
NBC Universal 2000 - 2001
Merrill Lynch 1999 - 2001
Skills
Corporate Governance, International Tax, International Law, CFCs, PFICs, Conservation Easements, Captives, Offshore Trusts, Trusts, Taxation of Trusts, Trust Management, Charitable Trusts, Corporate Trust, Private Equity, Corporate Law, Corporate Tax, Mergers & Acquisitions, Venture Capital, Joint Ventures, Public Policy, Due Diligence, Legal Writing, Legal Research, Legal Advice, Commercial Litigation, Intellectual Property
Education
University of Georgia School of Law 2002 — 2005
JD, Law
2004 — 2004
Law & Institutions of the EU
Vanderbilt University 1995 — 1999
BA, Economics
Universidad Complutense de Madrid 1997 — 1997
Spanish
The Lawrenceville School 1992 — 1995
Nicholas Peterson's Merrill Lynch Experience Develop relationships with families and businesses to enhance their lives through providing personalized financial solutions.$
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Develop relationships with families and businesses to enhance their lives through providing personalized financial solutions.$
Skills
Chartered Retirement..., Certified Special Needs..., Series 7, Series 66, Health Insurance, Life Insurance, Estate Planning, Investments, Retirement Planning, Charitable Giving..., 529 Plans, Alternative Investments, Portfolio Management, Retirement Plan..., 401k Rollovers, Wealth Management, Asset Allocation, Investment Advisory, Strategic Financial..., Asset Management, Retirement, Loans, 401k, Wealth Management..., Commercial Lending, Wealth Accumulation, High Net Worth..., Finance, Uniform Combined State...
Education
University of Maryland College Park
Bachelor of Science (B.S.), Finance, General
United States Naval Academy
Merrill Lynch Develop relationships with families and businesses to enhance their lives through providing personalized financial solutions.$
Skills
Chartered Retirement..., Certified Special Needs..., Series 7, Series 66, Health Insurance, Life Insurance, Estate Planning, Investments, Retirement Planning, Charitable Giving..., 529 Plans, Alternative Investments, Portfolio Management, Retirement Plan..., 401k Rollovers, Wealth Management, Asset Allocation, Investment Advisory, Strategic Financial..., Asset Management, Retirement, Loans, 401k, Wealth Management..., Commercial Lending, Wealth Accumulation, High Net Worth..., Finance, Uniform Combined State...
Education
University of Maryland College Park
Bachelor of Science (B.S.), Finance, General
United States Naval Academy
Diego Bercianos Sartori Diego Bercianos Sartori's Merrill Lynch Experience September 2010 - February 2013
Job Senior Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2015 - Present
RBC October 2013 - January 2015
Merrill Lynch September 2010 - February 2013
TL 300 July 2010 - September 2011
Merrill Lynch September 2009 - September 2010
Merrill Lynch May 2007 - September 2009
Merrill Lynch February 2007 - March 2007
Montecudine February 2006 - March 2006
Skills
Financial Analysis, Financial Research, Risk Assessment, Trend Forecasting, Profit Optimization, Portfolio Management, Account Management, Strategic Partnerships, Teamwork, Investments, Auditing, Strategic Planning, Bloomberg, Mutual Funds, Equities, Fixed Income, Series 7
Education
Universidad de Montevideo
Public Accountant(CPA)
UBS Wealth Management January 2015 - Present
RBC October 2013 - January 2015
Merrill Lynch September 2010 - February 2013
TL 300 July 2010 - September 2011
Merrill Lynch September 2009 - September 2010
Merrill Lynch May 2007 - September 2009
Merrill Lynch February 2007 - March 2007
Montecudine February 2006 - March 2006
Skills
Financial Analysis, Financial Research, Risk Assessment, Trend Forecasting, Profit Optimization, Portfolio Management, Account Management, Strategic Partnerships, Teamwork, Investments, Auditing, Strategic Planning, Bloomberg, Mutual Funds, Equities, Fixed Income, Series 7
Education
Universidad de Montevideo
Public Accountant(CPA)
Jeff A. Watkins Jeff A. Watkins's Merrill Lynch Experience 2006 - 2008
Job Film & Television Producer
Industry Media Production
Experience
Infinite Vision Productions June 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley Investment Management May 2005 - July 2006
United States Navy May 2002 - May 2005
Skills
Digital Marketing, Media Production, Film Finance, Commercial Video, Asset Managment, Investments, Strategic Financial..., Managerial Finance, Investor Relations, Risk Management, Leadership, Budgets, Strategic Planning, Business Development, Financial Modeling, Business Planning, Marketing, Finance, Asset Management, Entrepreneurship, Strategy, Commercials, Mergers & Acquisitions, Due Diligence, Digital Media, Private Equity, Start-ups, Portfolio Management
Education
United States Naval Academy 1998 — 2002
Economics, Finance
Mount Saint Michael Academy
Infinite Vision Productions June 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley Investment Management May 2005 - July 2006
United States Navy May 2002 - May 2005
Skills
Digital Marketing, Media Production, Film Finance, Commercial Video, Asset Managment, Investments, Strategic Financial..., Managerial Finance, Investor Relations, Risk Management, Leadership, Budgets, Strategic Planning, Business Development, Financial Modeling, Business Planning, Marketing, Finance, Asset Management, Entrepreneurship, Strategy, Commercials, Mergers & Acquisitions, Due Diligence, Digital Media, Private Equity, Start-ups, Portfolio Management
Education
United States Naval Academy 1998 — 2002
Economics, Finance
Mount Saint Michael Academy
Patrick Haley, CFP® Patrick Haley, CFP®'s Merrill Lynch Experience August 2005 - March 2014
Job Financial Advisor, Ritholtz Wealth Management
Industry Financial Services
Experience
Ritholtz Wealth Management March 2014 - Present
Shared Horizons February 2011 - Present
Merrill Lynch August 2005 - March 2014
Navy Operations Center 2005 - 2007
Carrier Airborne Early Warning Squadron One Two Zero May 2003 - August 2005
Carrier Airborne Early Warning Squadron One One Two March 2000 - May 2003
Education
United States Naval Academy 1993 — 1997
Bachelor of Science (BS), Ocean Engineering
US Navy Fighter Weapons School 2000 — 2000
Air Traffic Controller
Ritholtz Wealth Management March 2014 - Present
Shared Horizons February 2011 - Present
Merrill Lynch August 2005 - March 2014
Navy Operations Center 2005 - 2007
Carrier Airborne Early Warning Squadron One Two Zero May 2003 - August 2005
Carrier Airborne Early Warning Squadron One One Two March 2000 - May 2003
Education
United States Naval Academy 1993 — 1997
Bachelor of Science (BS), Ocean Engineering
US Navy Fighter Weapons School 2000 — 2000
Air Traffic Controller
Ed Waller Ed Waller's Merrill Lynch Experience September 1999 - Present
Job Author: My List For Life
Industry Financial Services
Experience
My List For Life LLC March 2012 - Present
Merrill Lynch September 1999 - Present
U. S. Navy May 1974 - September 1999
Skills
Strategic Planning, Series 7, Leadership Development, Portfolio Management, Investments, Strategic Financial..., Asset Managment, Team Building, Operations Management, Public Relations, Program Management, Risk Management, Retirement Planning, Leadership, Business Development, Mergers, Business Strategy, Strategy, Mutual Funds, Executive Management, Financial Modeling, Team Leadership, Financial Analysis, Wealth Management, Series 63, Securities, Process Improvement, Budgets, Asset Management, Mergers & Acquisitions, Start-ups, Analysis, Fixed Income, Finance, Business Planning, Small Business, New Business Development, Asset Allocation, Insurance
Education
Industrial College of the Armed Forces 1993 — 1994
National Resource Management
Naval Post Graduate School 1979 — 1981
Weapons Systems Management
United States Naval Academy 1970 — 1974
Electrical Engineering
Yorktown High School
My List For Life LLC March 2012 - Present
Merrill Lynch September 1999 - Present
U. S. Navy May 1974 - September 1999
Skills
Strategic Planning, Series 7, Leadership Development, Portfolio Management, Investments, Strategic Financial..., Asset Managment, Team Building, Operations Management, Public Relations, Program Management, Risk Management, Retirement Planning, Leadership, Business Development, Mergers, Business Strategy, Strategy, Mutual Funds, Executive Management, Financial Modeling, Team Leadership, Financial Analysis, Wealth Management, Series 63, Securities, Process Improvement, Budgets, Asset Management, Mergers & Acquisitions, Start-ups, Analysis, Fixed Income, Finance, Business Planning, Small Business, New Business Development, Asset Allocation, Insurance
Education
Industrial College of the Armed Forces 1993 — 1994
National Resource Management
Naval Post Graduate School 1979 — 1981
Weapons Systems Management
United States Naval Academy 1970 — 1974
Electrical Engineering
Yorktown High School
Michael Palombo's Merrill Lynch Experience July 2013 - August 2013
Job Associate at GLG (Gerson Lehrman Group)
Industry Internet
Experience
GLG (Gerson Lehrman Group) July 2015 - Present
Booz Allen Hamilton October 2014 - May 2015
Vanderbilt University August 2011 - May 2015
Congressional Management Foundation May 2014 - August 2014
Vanderbilt International Relations Association February 2013 - February 2014
Merrill Lynch July 2013 - August 2013
Model United Nations April 2012 - February 2013
Breakthrough Collaborative June 2010 - August 2011
Skills
Public Speaking, Spanish, International Relations, Leadership, Research, Human Capital, Microsoft Office, PowerPoint, Brazilian Portuguese, Debate, Grant Writing, Management, Website Development, Data Analysis, Microsoft Excel, Teaching
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Majors: Honors in Human and Organizational Development, Political Science. Minor in Spanish
Universidad Complutense de Madrid
Spanish Literature and Civilization
The Blake School
High School Diploma
GLG (Gerson Lehrman Group) July 2015 - Present
Booz Allen Hamilton October 2014 - May 2015
Vanderbilt University August 2011 - May 2015
Congressional Management Foundation May 2014 - August 2014
Vanderbilt International Relations Association February 2013 - February 2014
Merrill Lynch July 2013 - August 2013
Model United Nations April 2012 - February 2013
Breakthrough Collaborative June 2010 - August 2011
Skills
Public Speaking, Spanish, International Relations, Leadership, Research, Human Capital, Microsoft Office, PowerPoint, Brazilian Portuguese, Debate, Grant Writing, Management, Website Development, Data Analysis, Microsoft Excel, Teaching
Education
Vanderbilt University 2011 — 2015
Bachelor of Science (B.S.), Majors: Honors in Human and Organizational Development, Political Science. Minor in Spanish
Universidad Complutense de Madrid
Spanish Literature and Civilization
The Blake School
High School Diploma
Anthony Dickens Anthony Dickens's Merrill Lynch Experience August 2003 - December 2004
Job Quality & Continuous Improvement at DuPont
Industry Chemicals
Experience
DuPont December 2004 - Present
Merrill Lynch August 2003 - December 2004
Special Metals April 1997 - August 2003
Skills
Quality Management, Quality Auditing, Supplier Quality, Problem Solving, Project Management, Continuous Improvement, Process Improvement, Analysis, Iso 9000, Change Management, Cross-functional Team..., Business Process..., Leadership, Quality Assurance, Quality System
Education
United States Naval Academy 1985 — 1989
Bachelor of Science (BS), Economics
DuPont December 2004 - Present
Merrill Lynch August 2003 - December 2004
Special Metals April 1997 - August 2003
Skills
Quality Management, Quality Auditing, Supplier Quality, Problem Solving, Project Management, Continuous Improvement, Process Improvement, Analysis, Iso 9000, Change Management, Cross-functional Team..., Business Process..., Leadership, Quality Assurance, Quality System
Education
United States Naval Academy 1985 — 1989
Bachelor of Science (BS), Economics
Ted Sullivan Ted Sullivan's Merrill Lynch Experience April 1979 - April 1991
Job Fundraising consultant at Westcare Foundation
Industry Nonprofit Organization Management
Experience
Westcare Foundation June 2010 - Present
Salomon Smith Barney April 1991 - September 2006
Hathaway Sycamores February 2002 - September 2005
Merrill Lynch April 1979 - April 1991
US Navy June 1972 - April 1979
Skills
Training, Strategic Planning, Workshop Facilitation, Fundraising, Nonprofits, Social Services, Social Media, Public Speaking, Government, Program Development, Community Outreach, Event Planning, Non-profits, Grants, Entrepreneurship, Policy, Public Relations, Career Counseling, Recruiting, Program Management, Management, Volunteer Management, Research, Higher Education, Leadership, Budgets, Project Planning, Team Building, Leadership Development, Employee Training, Start-ups, Teaching, Event Management, Social Networking, Community Development, Project Management, Business Development, Organizational..., Process Improvement, Grant Writing, Customer Service, System Administration, Non-profit..., Coaching, Microsoft Office, New Business Development, Marketing, Team Leadership, Program Evaluation, Staff Development
Education
United States Naval Academy 1968 — 1972
BS, Engineering
Westcare Foundation June 2010 - Present
Salomon Smith Barney April 1991 - September 2006
Hathaway Sycamores February 2002 - September 2005
Merrill Lynch April 1979 - April 1991
US Navy June 1972 - April 1979
Skills
Training, Strategic Planning, Workshop Facilitation, Fundraising, Nonprofits, Social Services, Social Media, Public Speaking, Government, Program Development, Community Outreach, Event Planning, Non-profits, Grants, Entrepreneurship, Policy, Public Relations, Career Counseling, Recruiting, Program Management, Management, Volunteer Management, Research, Higher Education, Leadership, Budgets, Project Planning, Team Building, Leadership Development, Employee Training, Start-ups, Teaching, Event Management, Social Networking, Community Development, Project Management, Business Development, Organizational..., Process Improvement, Grant Writing, Customer Service, System Administration, Non-profit..., Coaching, Microsoft Office, New Business Development, Marketing, Team Leadership, Program Evaluation, Staff Development
Education
United States Naval Academy 1968 — 1972
BS, Engineering
Patrick Studer Patrick Studer's Merrill Lynch Experience January 2004 - June 2005
Job Network Manager at Stephens Inc.
Industry Information Technology and Services
Experience
Stephens Inc. August 2015 - Present
Extreme Networks November 2011 - August 2015
Presidio Networked Solutions January 2007 - November 2011
Acxiom Corporation June 2005 - January 2007
Merrill Lynch January 2004 - June 2005
Cisco Systems December 1997 - April 2003
Alltel Information Services July 1994 - December 1997
United States Marine Corps May 1988 - July 1994
Skills
Cisco Technologies, VoIP, Unified Communications, Switches, WAN, Network Design, Network Architecture, Routing, Disaster Recovery, Cisco IOS
Education
United States Naval Academy 1984 — 1988
BS, Political Science (Soviet and Eastern European Studies)
Catholic High School for Boys
Stephens Inc. August 2015 - Present
Extreme Networks November 2011 - August 2015
Presidio Networked Solutions January 2007 - November 2011
Acxiom Corporation June 2005 - January 2007
Merrill Lynch January 2004 - June 2005
Cisco Systems December 1997 - April 2003
Alltel Information Services July 1994 - December 1997
United States Marine Corps May 1988 - July 1994
Skills
Cisco Technologies, VoIP, Unified Communications, Switches, WAN, Network Design, Network Architecture, Routing, Disaster Recovery, Cisco IOS
Education
United States Naval Academy 1984 — 1988
BS, Political Science (Soviet and Eastern European Studies)
Catholic High School for Boys
Brandon Arvanaghi's Merrill Lynch Experience May 2014 - July 2014
Job Technology Developer and Analyst Intern at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch June 2015 - Present
RovAir January 2015 - March 2015
Vanderbilt University August 2014 - December 2014
Vanderbilt University July 2013 - December 2014
Uloop July 2014 - September 2014
Merrill Lynch May 2014 - July 2014
fashionABLE April 2013 - June 2014
Skills
Economics, Public Speaking, Leadership, Entrepreneurship, Online Marketing, Programming, Social Media, SEO, Computer Science, SQL, Swift, JavaScript, iOS Development, Cryptography, Computer Security
Education
Universidad Carlos III de Madrid 2015 — 2015
Computer and Information Systems Security/Information Assurance
Vanderbilt University 2012 — 2016
Bachelor of Science (B.S.), Computer Science, Junior
Vanderbilt University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
The Potomac School 1997 — 2012
Bank of America Merrill Lynch June 2015 - Present
RovAir January 2015 - March 2015
Vanderbilt University August 2014 - December 2014
Vanderbilt University July 2013 - December 2014
Uloop July 2014 - September 2014
Merrill Lynch May 2014 - July 2014
fashionABLE April 2013 - June 2014
Skills
Economics, Public Speaking, Leadership, Entrepreneurship, Online Marketing, Programming, Social Media, SEO, Computer Science, SQL, Swift, JavaScript, iOS Development, Cryptography, Computer Security
Education
Universidad Carlos III de Madrid 2015 — 2015
Computer and Information Systems Security/Information Assurance
Vanderbilt University 2012 — 2016
Bachelor of Science (B.S.), Computer Science, Junior
Vanderbilt University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
The Potomac School 1997 — 2012
Luis Vidal-Abarca's Merrill Lynch Experience March 2009 - June 2009
Job Senior Associate Debt Capital Markets at BBVA
Industry Investment Banking
Experience
BBVA June 2012 - Present
BBVA July 2009 - June 2012
Merrill Lynch March 2009 - June 2009
HSBC June 2008 - September 2008
Skills
English, Spanish, French, Bloomberg, Investment Banking, Derivatives, Financial Markets, Capital Markets, Eviews, Structured Finance, Corporate Finance, Private Banking, Bloomberg Terminal, Banking, Project Finance, Fixed Income, Financial Analysis, Financial Risk, Equities, Credit Derivatives, Structured Products, Equity Research, Equity Derivatives, Interest Rate..., Emerging Markets, Bonds, Financial Structuring, Bond Pricing, Bond Markets
Education
University of California, Irvine 2008 — 2009
Business Adminstration, Finance
Universidad Europea de Madrid 2006 — 2009
Administracion y Direccion de Empresas, Finance
Universidad Europea de Madrid 2002 — 2007
Law, Law school
BBVA June 2012 - Present
BBVA July 2009 - June 2012
Merrill Lynch March 2009 - June 2009
HSBC June 2008 - September 2008
Skills
English, Spanish, French, Bloomberg, Investment Banking, Derivatives, Financial Markets, Capital Markets, Eviews, Structured Finance, Corporate Finance, Private Banking, Bloomberg Terminal, Banking, Project Finance, Fixed Income, Financial Analysis, Financial Risk, Equities, Credit Derivatives, Structured Products, Equity Research, Equity Derivatives, Interest Rate..., Emerging Markets, Bonds, Financial Structuring, Bond Pricing, Bond Markets
Education
University of California, Irvine 2008 — 2009
Business Adminstration, Finance
Universidad Europea de Madrid 2006 — 2009
Administracion y Direccion de Empresas, Finance
Universidad Europea de Madrid 2002 — 2007
Law, Law school
Courtney Meis's Merrill Lynch Experience May 2006 - August 2006
Job Category Insights Manager at Johnson & Johnson
Industry Marketing and Advertising
Experience
Johnson & Johnson February 2015 - Present
Johnson & Johnson February 2014 - February 2015
Johnson & Johnson December 2012 - January 2014
Johnson & Johnson October 2011 - December 2012
Johnson & Johnson March 2011 - October 2011
Johnson & Johnson July 2010 - March 2011
Johnson & Johnson January 2009 - July 2009
Merrill Lynch May 2006 - August 2006
Skills
Nielsen, IRI, Spanish, Retail Link, ISIS, Shopper Marketing, eCRM, Microsoft Office, Retail, Digital Strategy, Promotional Strategy, Brand Management, Inventory Analysis, Strategic Partnerships, Retail Sales Analysis, Account Management, Statistical Data..., Sales Analysis, Analysis, Strategy, Competitive Analysis, Market Research, CRM, Marketing Research, Marketing, Integrated Marketing, Management, Customer Insight, Market Planning, Sales, Forecasting, Analytics, Marketing Management, Pricing, Brand Development, Market Analysis, Product Launch, Cross-functional Team..., Data Analysis, Marketing Communications, Email Marketing, Marketing Strategy, Product Marketing, Consumer Products, Segmentation, Social Media Marketing, Finance, Media Planning, Digital Marketing, Advertising
Education
University of Arkansas at Fayetteville 2012 — 2014
Master of Business Administration (MBA), Executive MBA
Villanova University 2006 — 2010
B.S. in Business Administration, Marketing, International Business, Finance
Universidad de Granada 2008 — 2008
Spanish Language and Literature
Johnson & Johnson February 2015 - Present
Johnson & Johnson February 2014 - February 2015
Johnson & Johnson December 2012 - January 2014
Johnson & Johnson October 2011 - December 2012
Johnson & Johnson March 2011 - October 2011
Johnson & Johnson July 2010 - March 2011
Johnson & Johnson January 2009 - July 2009
Merrill Lynch May 2006 - August 2006
Skills
Nielsen, IRI, Spanish, Retail Link, ISIS, Shopper Marketing, eCRM, Microsoft Office, Retail, Digital Strategy, Promotional Strategy, Brand Management, Inventory Analysis, Strategic Partnerships, Retail Sales Analysis, Account Management, Statistical Data..., Sales Analysis, Analysis, Strategy, Competitive Analysis, Market Research, CRM, Marketing Research, Marketing, Integrated Marketing, Management, Customer Insight, Market Planning, Sales, Forecasting, Analytics, Marketing Management, Pricing, Brand Development, Market Analysis, Product Launch, Cross-functional Team..., Data Analysis, Marketing Communications, Email Marketing, Marketing Strategy, Product Marketing, Consumer Products, Segmentation, Social Media Marketing, Finance, Media Planning, Digital Marketing, Advertising
Education
University of Arkansas at Fayetteville 2012 — 2014
Master of Business Administration (MBA), Executive MBA
Villanova University 2006 — 2010
B.S. in Business Administration, Marketing, International Business, Finance
Universidad de Granada 2008 — 2008
Spanish Language and Literature
Bonnie Graziano Bonnie Graziano's Merrill Lynch Experience 2004 - 2007
Job
Industry Oil & Energy
Experience
Bluesphere 2015 - Present
Exeter Associates January 2014 - 2015
Constellation (Exelon) 2011 - 2012
PSE&G 2008 - 2011
Merrill Lynch 2004 - 2007
Potomac Electric Power Company (PEPCO) 1994 - 2004
Baltimore Gas & Electric (BGE) 1991 - 1994
Skills
Energy, Renewable Energy, Strategy, Program Management, Energy Efficiency, Management, Strategic Planning, Business Development, Solar Energy, Commodity Markets, Project Management, Demand Response, Contract Negotiation, Natural Gas, Project Finance, Energy Markets, Alternative Energy, Energy Management, Electricity Markets, Energy Policy, Power Generation, Finance, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Nuclear, Presentations, Wind, Cleantech, Sustainable Energy, Hedging, Energy Conservation, Energy Industry, Executive Management, Regulatory Analysis, Communication, Smart Grid, CRM, Start-up Environment, Public Outreach, Electric Power, Commodity, Analysis
Education
University of Maryland - Robert H. Smith School of Business 1989 — 1991
MBA, Finance and Accounting
University of Maryland College Park 1985 — 1987
Bachelor of Arts (BA), Economics
United States Naval Academy 1983 — 1985
Annapolis, Maryland, Class of 1987
Thomas A. Edison High School, Alexandria, Virginia 1979 — 1983
Bluesphere 2015 - Present
Exeter Associates January 2014 - 2015
Constellation (Exelon) 2011 - 2012
PSE&G 2008 - 2011
Merrill Lynch 2004 - 2007
Potomac Electric Power Company (PEPCO) 1994 - 2004
Baltimore Gas & Electric (BGE) 1991 - 1994
Skills
Energy, Renewable Energy, Strategy, Program Management, Energy Efficiency, Management, Strategic Planning, Business Development, Solar Energy, Commodity Markets, Project Management, Demand Response, Contract Negotiation, Natural Gas, Project Finance, Energy Markets, Alternative Energy, Energy Management, Electricity Markets, Energy Policy, Power Generation, Finance, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Nuclear, Presentations, Wind, Cleantech, Sustainable Energy, Hedging, Energy Conservation, Energy Industry, Executive Management, Regulatory Analysis, Communication, Smart Grid, CRM, Start-up Environment, Public Outreach, Electric Power, Commodity, Analysis
Education
University of Maryland - Robert H. Smith School of Business 1989 — 1991
MBA, Finance and Accounting
University of Maryland College Park 1985 — 1987
Bachelor of Arts (BA), Economics
United States Naval Academy 1983 — 1985
Annapolis, Maryland, Class of 1987
Thomas A. Edison High School, Alexandria, Virginia 1979 — 1983
Mike Congleton Mike Congleton's Merrill Lynch Experience October 2012 - November 2013
Job Associate at P&M Corporate Finance PMCF
Industry Financial Services
Experience
P&M Corporate Finance - PMCF December 2013 - Present
Merrill Lynch October 2012 - November 2013
D.A. Davidson & Co. November 2010 - October 2012
Deutsche Bank May 2007 - July 2009
CSX Transportation March 2003 - April 2005
U.S. Navy January 1998 - March 2003
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Master, Business Administration
United States Naval Academy 1994 — 1998
B.S., Economics
P&M Corporate Finance - PMCF December 2013 - Present
Merrill Lynch October 2012 - November 2013
D.A. Davidson & Co. November 2010 - October 2012
Deutsche Bank May 2007 - July 2009
CSX Transportation March 2003 - April 2005
U.S. Navy January 1998 - March 2003
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Master, Business Administration
United States Naval Academy 1994 — 1998
B.S., Economics
Donald Chudzik Donald Chudzik's Merrill Lynch Experience September 2003 - January 2012
Job Vice President at Folger Nolan Fleming Douglas
Industry Financial Services
Experience
Folger Nolan Fleming Douglas January 2012 - Present
Merrill Lynch September 2003 - January 2012
US Navy May 1994 - September 2003
Skills
Certified Financial..., Series 7, Strategic Planning, Marketing Strategy, Operations Management, New Business Development, Portfolio Management, Entrepreneurship, Financial Analysis, Strategic Financial..., Series 66, Military Operations, Naval Operations, Risk Management, Asset Allocation, Financial Planning
Education
United States Naval Academy 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Folger Nolan Fleming Douglas January 2012 - Present
Merrill Lynch September 2003 - January 2012
US Navy May 1994 - September 2003
Skills
Certified Financial..., Series 7, Strategic Planning, Marketing Strategy, Operations Management, New Business Development, Portfolio Management, Entrepreneurship, Financial Analysis, Strategic Financial..., Series 66, Military Operations, Naval Operations, Risk Management, Asset Allocation, Financial Planning
Education
United States Naval Academy 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Danford Meischen Danford Meischen's Merrill Lynch Experience October 1974 - December 2011
Job Retirement Plan Consultant at UBS Financial Services Inc..
Industry Financial Services
Experience
UBS March 2014 - Present
Integrated Benefit Solutions, Inc. August 2012 - March 2014
Merrill Lynch October 1974 - December 2011
Education
United States Military Academy at West Point 1965 — 1969
BS, Engineering
University of Pennsylvania - The Wharton School
CIMA, Finance
UBS March 2014 - Present
Integrated Benefit Solutions, Inc. August 2012 - March 2014
Merrill Lynch October 1974 - December 2011
Education
United States Military Academy at West Point 1965 — 1969
BS, Engineering
University of Pennsylvania - The Wharton School
CIMA, Finance
Angel R. Vives Angel R. Vives's Merrill Lynch Experience May 2015 - Present
Job Senior Financial Advisor
Industry Investment Management
Experience
Merrill Lynch May 2015 - Present
Oriental Financial Services March 2012 - Present
Santander June 2007 - February 2012
Popular Securitiies May 1999 - May 2007
Skills
Credit Risk, Basel II, Risk, Credit, Corporate Finance, Risk Management, Financial Analysis, Small Business Lending, Options, Restructuring, Finance, Commodity, Credit Analysis, Commercial Banking, Portfolio Management, Derivatives, Capital Markets, Fixed Income, Private Banking, Operational Risk..., Investment Banking, Financial Markets, Equities, Securities, Financial Risk, Wealth Management, Alternative Investments, Asset Management, Financial Services, Investments, Investment Advisory, Series 7, Loans
Education
University of Maine 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Puerto Rico 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch May 2015 - Present
Oriental Financial Services March 2012 - Present
Santander June 2007 - February 2012
Popular Securitiies May 1999 - May 2007
Skills
Credit Risk, Basel II, Risk, Credit, Corporate Finance, Risk Management, Financial Analysis, Small Business Lending, Options, Restructuring, Finance, Commodity, Credit Analysis, Commercial Banking, Portfolio Management, Derivatives, Capital Markets, Fixed Income, Private Banking, Operational Risk..., Investment Banking, Financial Markets, Equities, Securities, Financial Risk, Wealth Management, Alternative Investments, Asset Management, Financial Services, Investments, Investment Advisory, Series 7, Loans
Education
University of Maine 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Puerto Rico 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Brian Wineke Brian Wineke's Merrill Lynch Experience 2001 - 2005
Job Region Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management November 2005 - Present
U.S. Trust November 2005 - July 2010
Merrill Lynch 2001 - 2005
United States Navy May 1994 - June 1999
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
United States Naval Academy 1990 — 1994
Bachelors of Science, Economics
U.S. Trust, Bank of America Private Wealth Management November 2005 - Present
U.S. Trust November 2005 - July 2010
Merrill Lynch 2001 - 2005
United States Navy May 1994 - June 1999
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Finance
United States Naval Academy 1990 — 1994
Bachelors of Science, Economics
Ray Higgins Ray Higgins's Merrill Lynch Experience December 1983 - October 1992
Job Chief Executive Officer
Industry Financial Services
Experience
Higgins Capital Management, Inc. April 1995 - Present
Lehman Brothers October 1992 - April 1995
Merrill Lynch December 1983 - October 1992
U.S.Navy 1972 - 1984
Skills
Asset Managment, Business Planning, Business Strategy, Estate Planning, Exit Strategies, Liquidity Events, Portfolio Management, Strategic Planning, Tax Strategies, Venture Capital, Wealth Management..., Public Speaking, Investments, Strategy, Asset Management, New Business Development, Business Development, Leadership, Tax, Trading, Small Business, Entrepreneurship, Start-ups, Executive Management, Financial Services, Due Diligence, Strategic Partnerships, Private Equity, Strategic Financial..., Finance, Risk Management, Financial Risk, Financial Analysis
Education
United States Naval Academy 1973 — 1977
Higgins Capital Management, Inc. April 1995 - Present
Lehman Brothers October 1992 - April 1995
Merrill Lynch December 1983 - October 1992
U.S.Navy 1972 - 1984
Skills
Asset Managment, Business Planning, Business Strategy, Estate Planning, Exit Strategies, Liquidity Events, Portfolio Management, Strategic Planning, Tax Strategies, Venture Capital, Wealth Management..., Public Speaking, Investments, Strategy, Asset Management, New Business Development, Business Development, Leadership, Tax, Trading, Small Business, Entrepreneurship, Start-ups, Executive Management, Financial Services, Due Diligence, Strategic Partnerships, Private Equity, Strategic Financial..., Finance, Risk Management, Financial Risk, Financial Analysis
Education
United States Naval Academy 1973 — 1977
Lago Rosario Lago Rosario's Merrill Lynch Experience July 2005 - June 2008
Job Sales
Industry Financial Services
Experience
Merrill Lynch Bank (Suisse) S.A. August 2008 - January 2012
Merrill Lynch July 2005 - June 2008
Merrill Lynch January 2002 - June 2005
Merrill Lynch Argentina S.A. September 1997 - December 2001
Education
Universidad del Salvador 1994 — 1998
Bachelor in Tourism
Colegio Santa Ines 1982 — 1993
Bachelor's degree
Investment Management Consultants Association
CIMA, Financial Services
Merrill Lynch Bank (Suisse) S.A. August 2008 - January 2012
Merrill Lynch July 2005 - June 2008
Merrill Lynch January 2002 - June 2005
Merrill Lynch Argentina S.A. September 1997 - December 2001
Education
Universidad del Salvador 1994 — 1998
Bachelor in Tourism
Colegio Santa Ines 1982 — 1993
Bachelor's degree
Investment Management Consultants Association
CIMA, Financial Services
Peter Gaudet Peter Gaudet's Merrill Lynch Experience June 1994 - July 1996
Job President at SWCD LLC
Industry Investment Management
Experience
SWCD LLC March 2013 - Present
Axonic Capital LLC February 2011 - February 2013
Flintlock Capital Asset Management, LLC April 2010 - February 2011
Institutional Credit Partners LLC July 2005 - April 2010
Credit Suisse Asset Management 2000 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2000
Merrill Lynch June 1994 - July 1996
Education
United States Military Academy at West Point 1987 — 1991
BS, Economics
Harrison High School
SWCD LLC March 2013 - Present
Axonic Capital LLC February 2011 - February 2013
Flintlock Capital Asset Management, LLC April 2010 - February 2011
Institutional Credit Partners LLC July 2005 - April 2010
Credit Suisse Asset Management 2000 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2000
Merrill Lynch June 1994 - July 1996
Education
United States Military Academy at West Point 1987 — 1991
BS, Economics
Harrison High School
Keener Gill Keener Gill's Merrill Lynch Experience 1995 - 2006
Job Local Markets Region Executive at USAA
Industry Financial Services
Experience
USAA March 2014 - Present
USAA June 2011 - March 2014
Wells Fargo Advisors 2006 - June 2011
Merrill Lynch 1995 - 2006
United States Marine Corps 1992 - 2000
Skills
Series 7, Wealth Management
Education
Vanderbilt University 1990 — 1992
B.S.
United States Military Academy at West Point 1987 — 1990
New Canaan High School 1983 — 1987
University of Houston
CFP
USAA March 2014 - Present
USAA June 2011 - March 2014
Wells Fargo Advisors 2006 - June 2011
Merrill Lynch 1995 - 2006
United States Marine Corps 1992 - 2000
Skills
Series 7, Wealth Management
Education
Vanderbilt University 1990 — 1992
B.S.
United States Military Academy at West Point 1987 — 1990
New Canaan High School 1983 — 1987
University of Houston
CFP
Verónica Fernández's Merrill Lynch Experience August 2004 - November 2005
Job Business Planning Manager at American Express
Industry Financial Services
Experience
American Express June 2010 - Present
American Express October 2007 - June 2010
American Express November 2005 - October 2007
Merrill Lynch August 2004 - November 2005
AT&T July 1998 - July 2004
Skills
Business Strategy, Project Management, Program Management, Finance, Financial Modeling, Financial Analysis, Business Analysis, Strategy, Strategic Planning, Forecasting, Business Planning, Competitive Analysis, Financial Services, Process Improvement, Change Management, Risk Management, Corporate Finance, Strategic Financial..., Cross-functional Team...
Education
University of Notre Dame 1994 — 1998
Finance, International Business
Universidad Iberoamericana, Ciudad de México 1997 — 1997
Study Abroad Program
American Express June 2010 - Present
American Express October 2007 - June 2010
American Express November 2005 - October 2007
Merrill Lynch August 2004 - November 2005
AT&T July 1998 - July 2004
Skills
Business Strategy, Project Management, Program Management, Finance, Financial Modeling, Financial Analysis, Business Analysis, Strategy, Strategic Planning, Forecasting, Business Planning, Competitive Analysis, Financial Services, Process Improvement, Change Management, Risk Management, Corporate Finance, Strategic Financial..., Cross-functional Team...
Education
University of Notre Dame 1994 — 1998
Finance, International Business
Universidad Iberoamericana, Ciudad de México 1997 — 1997
Study Abroad Program
Andrew Glidden's Merrill Lynch Experience May 2015 - August 2015
Job Student at Universidad de Deusto
Industry Financial Services
Experience
UNC Wilmington September 2013 - Present
Merrill Lynch May 2015 - August 2015
UNC Wilmington 2013 - February 2015
Surfari Stand up Paddle and Surf 2010 - 2014
Skills
Marketing, Leadership, Customer Service, Sales, Public Speaking, Teamwork, Social Networking, Public Relations, Time Management, Investments
Education
University of North Carolina Wilmington 2014 — 2017
Bachelors, Business Administration, International Business Option
University of North Carolina at Wilmington 2013 — 2017
Universidad de Deusto 2015 — 2016
International Business
St. John's Preparatory School 2009 — 2013
High School Diploma
UNC Wilmington September 2013 - Present
Merrill Lynch May 2015 - August 2015
UNC Wilmington 2013 - February 2015
Surfari Stand up Paddle and Surf 2010 - 2014
Skills
Marketing, Leadership, Customer Service, Sales, Public Speaking, Teamwork, Social Networking, Public Relations, Time Management, Investments
Education
University of North Carolina Wilmington 2014 — 2017
Bachelors, Business Administration, International Business Option
University of North Carolina at Wilmington 2013 — 2017
Universidad de Deusto 2015 — 2016
International Business
St. John's Preparatory School 2009 — 2013
High School Diploma
Tish Wold, CFP ®'s Merrill Lynch Experience 2007 - 2009
Job CERTIFIED FINANCIAL PLANNER TM professional, Belleair Wealth Strategies
Industry Financial Services
Experience
Leadership Pinellas August 2015 - Present
City of Clearwater June 2015 - Present
Belleair Wealth Strategies March 2009 - Present
Raymond James March 2009 - Present
Clearwater Yacht Club February 2008 - December 2014
Merrill Lynch 2007 - 2009
Thrivent Financial for Lutherans 2001 - 2007
Raymond James 1999 - 2001
US Navy May 1987 - May 1994
Skills
Certified Financial..., Comprehensive Wealth..., Retirement Planning, Retirement Plans, Retirement Income..., Retirement Plan..., Estate Tax Planning, Investment Advisory, Investment Strategies, Estate Planning
Education
Leadership Pinellas 2015 — 2016
CFP Board of Standards 2002 — 2003
CFP, Financial Planning
United States Naval Academy 1983 — 1987
BS, Mathematics (Operations Analysis/Applied Math)
Parkway West 1980 — 1983
Leadership Pinellas August 2015 - Present
City of Clearwater June 2015 - Present
Belleair Wealth Strategies March 2009 - Present
Raymond James March 2009 - Present
Clearwater Yacht Club February 2008 - December 2014
Merrill Lynch 2007 - 2009
Thrivent Financial for Lutherans 2001 - 2007
Raymond James 1999 - 2001
US Navy May 1987 - May 1994
Skills
Certified Financial..., Comprehensive Wealth..., Retirement Planning, Retirement Plans, Retirement Income..., Retirement Plan..., Estate Tax Planning, Investment Advisory, Investment Strategies, Estate Planning
Education
Leadership Pinellas 2015 — 2016
CFP Board of Standards 2002 — 2003
CFP, Financial Planning
United States Naval Academy 1983 — 1987
BS, Mathematics (Operations Analysis/Applied Math)
Parkway West 1980 — 1983
Shaun Chelf Shaun Chelf's Merrill Lynch Experience February 2000 - September 2008
Job Senior Vice President Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons September 2008 - Present
Merrill Lynch February 2000 - September 2008
US Army June 1995 - May 2000
Education
Liberty Baptist Theological Seminary 2013 — 2015
pursuing Masters of Arts in Theological Studies, Theology and Church History
United States Military Academy at West Point 1991 — 1995
Bachelor of Science (B.S.), Individual Psychology
Hilliard Lyons September 2008 - Present
Merrill Lynch February 2000 - September 2008
US Army June 1995 - May 2000
Education
Liberty Baptist Theological Seminary 2013 — 2015
pursuing Masters of Arts in Theological Studies, Theology and Church History
United States Military Academy at West Point 1991 — 1995
Bachelor of Science (B.S.), Individual Psychology
Claudia A. Baron Aoudal's Merrill Lynch Experience 1999 - 1999
Job Vice President, Consumer and Product Strategy, Global Prepaid at MasterCard
Industry Financial Services
Experience
MasterCard 2014 - Present
American Express 2009 - 2013
American Express 2006 - 2009
American Express 2004 - 2006
American Express 2002 - 2004
American Express 2001 - 2002
American Express 2000 - 2001
Merrill Lynch 1999 - 1999
Show Digital Inc. (Start-up) 1996 - 1998
Moody's Investors Service 1995 - 1996
Skills
Strategy, Product Development, Business Development, Product Management, Analytics, Segmentation, Strategic Partnerships, Management, Cross-functional Team..., Financial Services, Partner Management, Business Transformation, CRM, P&L Management, Business Strategy, Marketing Strategy, Digital Marketing, Market Research, Marketing, Integrated Marketing, Brand Management, Competitive Analysis, Product Marketing, Marketing Communications
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Entrepreneurial Management
Universidad Externado de Colombia
BA, Finance and International Relations
Abraham Lincoln School
MasterCard 2014 - Present
American Express 2009 - 2013
American Express 2006 - 2009
American Express 2004 - 2006
American Express 2002 - 2004
American Express 2001 - 2002
American Express 2000 - 2001
Merrill Lynch 1999 - 1999
Show Digital Inc. (Start-up) 1996 - 1998
Moody's Investors Service 1995 - 1996
Skills
Strategy, Product Development, Business Development, Product Management, Analytics, Segmentation, Strategic Partnerships, Management, Cross-functional Team..., Financial Services, Partner Management, Business Transformation, CRM, P&L Management, Business Strategy, Marketing Strategy, Digital Marketing, Market Research, Marketing, Integrated Marketing, Brand Management, Competitive Analysis, Product Marketing, Marketing Communications
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Entrepreneurial Management
Universidad Externado de Colombia
BA, Finance and International Relations
Abraham Lincoln School
Rebecca Somers Rebecca Somers's Merrill Lynch Experience September 2010 - December 2010
Job Events Staffing Manager
Industry Hospitality
Experience
Wenner Media January 2013 - February 2014
J.P. Morgan June 2012 - August 2012
Merrill Lynch September 2010 - December 2010
Greenwich Hospital June 2007 - August 2007
The Boys & Girls Club February 2007 - June 2007
Skills
Writing, Spanish, Microsoft Excel, Regression Analysis, Creativity Skills, Fast Learner, Microsoft Word, PowerPoint, Hard-worker, Outstanding..., Leadership, Public Speaking, Data Analysis, Photography, Finance, Social Media, Facebook
Education
Baruch College/CUNY 2010 — 2013
BBA, Business Administration; Advertising and Marketing Communications, minor: Spanish, 3.85
Universidad Complutense de Madrid 2009 — 2010
Complutense University of Madrid 2009 — 2010
Spanish Grammar, Literature, communication
Wenner Media January 2013 - February 2014
J.P. Morgan June 2012 - August 2012
Merrill Lynch September 2010 - December 2010
Greenwich Hospital June 2007 - August 2007
The Boys & Girls Club February 2007 - June 2007
Skills
Writing, Spanish, Microsoft Excel, Regression Analysis, Creativity Skills, Fast Learner, Microsoft Word, PowerPoint, Hard-worker, Outstanding..., Leadership, Public Speaking, Data Analysis, Photography, Finance, Social Media, Facebook
Education
Baruch College/CUNY 2010 — 2013
BBA, Business Administration; Advertising and Marketing Communications, minor: Spanish, 3.85
Universidad Complutense de Madrid 2009 — 2010
Complutense University of Madrid 2009 — 2010
Spanish Grammar, Literature, communication
Milton K Guzman, CWS® Milton K Guzman, CWS®'s Merrill Lynch Experience July 2011 - May 2013
Job Financial Consultant at Advantage Wealth Advisors
Industry Financial Services
Experience
Advantage Wealth Advisors July 2013 - Present
First Allied Securities July 2013 - March 2015
Merrill Lynch July 2011 - May 2013
Morgan Stanley Smith Barney March 2010 - June 2011
Pfizer March 1994 - August 2009
Skills
Portfolio Management, Strategic Planning, Leadership, Finance, Cross-functional Team..., Financial Planning, Strategy, Business Development, Management, Investments, Team Leadership, Team Building
Education
United States Naval Academy 1984 — 1988
BS, Economics
Advantage Wealth Advisors July 2013 - Present
First Allied Securities July 2013 - March 2015
Merrill Lynch July 2011 - May 2013
Morgan Stanley Smith Barney March 2010 - June 2011
Pfizer March 1994 - August 2009
Skills
Portfolio Management, Strategic Planning, Leadership, Finance, Cross-functional Team..., Financial Planning, Strategy, Business Development, Management, Investments, Team Leadership, Team Building
Education
United States Naval Academy 1984 — 1988
BS, Economics
Michael J. Stewart Michael J. Stewart's Merrill Lynch Experience May 2000 - December 2008
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Merrill Lynch May 2000 - December 2008
Skills
CERTIFIED FINANCIAL...
Education
United States Military Academy at West Point 1983 — 1987
BS, International Affairs
Armor Basic Course '87
UBS Financial Services Inc. January 2009 - Present
Merrill Lynch May 2000 - December 2008
Skills
CERTIFIED FINANCIAL...
Education
United States Military Academy at West Point 1983 — 1987
BS, International Affairs
Armor Basic Course '87
Damon Hofstrand's Merrill Lynch Experience March 1995 - Present
Job Certified Financial Planner, C(k)P
Industry Financial Services
Experience
Merrill Lynch March 1995 - Present
Burlington Northern Railroad July 1994 - March 1995
U.S. Army May 1987 - June 1994
Skills
Leadership, Operations Management, Investments, Asset Managment, Cash Management, Sales, Coaching, Series 7, Financial Analysis, Strategic Financial..., Risk Management, Management, Analysis, Asset Management, Mergers & Acquisitions, Banking, Strategy, Strategic Planning, Executive Management
Education
United States Military Academy at West Point 1983 — 1987
B.S., General Engineering/ Physical Geography
Merrill Lynch March 1995 - Present
Burlington Northern Railroad July 1994 - March 1995
U.S. Army May 1987 - June 1994
Skills
Leadership, Operations Management, Investments, Asset Managment, Cash Management, Sales, Coaching, Series 7, Financial Analysis, Strategic Financial..., Risk Management, Management, Analysis, Asset Management, Mergers & Acquisitions, Banking, Strategy, Strategic Planning, Executive Management
Education
United States Military Academy at West Point 1983 — 1987
B.S., General Engineering/ Physical Geography
Chris Kardosh Chris Kardosh's Merrill Lynch Experience June 2010 - December 2010
Job Analyst at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group January 2012 - Present
UnitedHealthcare June 2011 - August 2011
Merrill Lynch June 2010 - December 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Auditing, Financial Reporting, Accounting, Portfolio Management, Investments
Education
University of Wisconsin-Madison - School of Business 2007 — 2012
Bachelor of Business Administration degree, Double Major: Finance, Investment and Banking; Accounting
University of Wisconsin-Madison 2007 — 2011
Bachelor of Business Administration, Finance
South Brunswick
Universidad de Salamanca
UnitedHealth Group January 2012 - Present
UnitedHealthcare June 2011 - August 2011
Merrill Lynch June 2010 - December 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Auditing, Financial Reporting, Accounting, Portfolio Management, Investments
Education
University of Wisconsin-Madison - School of Business 2007 — 2012
Bachelor of Business Administration degree, Double Major: Finance, Investment and Banking; Accounting
University of Wisconsin-Madison 2007 — 2011
Bachelor of Business Administration, Finance
South Brunswick
Universidad de Salamanca
Aaron Tellier Aaron Tellier's Merrill Lynch Experience January 2009 - April 2013
Job VP Wealth Management Practice at Merkle
Industry Financial Services
Experience
Merkle April 2013 - Present
Merrill Lynch January 2009 - April 2013
Merrill Lynch April 2004 - December 2008
Bank of Montreal 2002 - 2004
DLJdirect 2000 - 2002
Prodigy Internet 1999 - 1999
US Navy 1993 - 1998
Skills
CRM software, Customer Interactions, Team Leadership, Segmentation, Analytics, Campaign Management, Siebel, Customer Experience, Marketing Strategy, Strategic Planning, Business Strategy, Marketing Management, Business Analysis, Cross-functional Team..., Strategy Development, Business Intelligence, Team Building, Program Management, Business Planning, Mentoring, Customer Retention, Integrated Marketing, Multi-channel Marketing, Salesforce.com, Database Marketing, Executive Management, Thought Leadership, Customer Insight, Call Center, CRM, Strategy, Wealth Management, Investments, Portfolio Management, Leadership, Management, Analysis, Mergers & Acquisitions, Marketing, Call Centers, Strategic Partnerships, Marketing Communications, Financial Services, Equities, Bass Fishing, Relationship Management, Business Development, Direct Marketing
Education
Yale University - Yale School of Management 1998 — 2000
MBA
United States Naval Academy 1989 — 1993
BS
Merkle April 2013 - Present
Merrill Lynch January 2009 - April 2013
Merrill Lynch April 2004 - December 2008
Bank of Montreal 2002 - 2004
DLJdirect 2000 - 2002
Prodigy Internet 1999 - 1999
US Navy 1993 - 1998
Skills
CRM software, Customer Interactions, Team Leadership, Segmentation, Analytics, Campaign Management, Siebel, Customer Experience, Marketing Strategy, Strategic Planning, Business Strategy, Marketing Management, Business Analysis, Cross-functional Team..., Strategy Development, Business Intelligence, Team Building, Program Management, Business Planning, Mentoring, Customer Retention, Integrated Marketing, Multi-channel Marketing, Salesforce.com, Database Marketing, Executive Management, Thought Leadership, Customer Insight, Call Center, CRM, Strategy, Wealth Management, Investments, Portfolio Management, Leadership, Management, Analysis, Mergers & Acquisitions, Marketing, Call Centers, Strategic Partnerships, Marketing Communications, Financial Services, Equities, Bass Fishing, Relationship Management, Business Development, Direct Marketing
Education
Yale University - Yale School of Management 1998 — 2000
MBA
United States Naval Academy 1989 — 1993
BS
Kenneth Clark's Merrill Lynch Experience November 1993 - April 1999
Job Regional Operations Director | Executive Leader in Transportation|Logistics|Facilities Management|Warehousing|P&L
Industry Information Services
Experience
Recall January 2010 - Present
All Around Transport October 2005 - December 2009
Clark Distribution Services August 2002 - October 2005
UCB Pharma April 2001 - July 2002
Aventis - Dermik Laboratories April 2000 - March 2001
First Union Securities April 1999 - March 2000
Merrill Lynch November 1993 - April 1999
US Navy March 1981 - October 1993
Skills
Operations Management, Inventory Management, P&L, Hiring, Insurance, Securities, Firing, Process Improvement, Facilities Management, Six Sigma, Team Leadership, Logistics, Problem Solving, Continuous Improvement, Financial Management, Security Clearance, Transportation, Supervisory Skills, Military, New Business Development, Training, CRM, Change Management, Team Building, Program Management, Leadership, Income Statement, Sales Operations, Budgets, Procurement, Managerial Finance
Education
United States Naval Academy 1983 — 1987
Bachelor of Science, Electrical Engineering
Recall January 2010 - Present
All Around Transport October 2005 - December 2009
Clark Distribution Services August 2002 - October 2005
UCB Pharma April 2001 - July 2002
Aventis - Dermik Laboratories April 2000 - March 2001
First Union Securities April 1999 - March 2000
Merrill Lynch November 1993 - April 1999
US Navy March 1981 - October 1993
Skills
Operations Management, Inventory Management, P&L, Hiring, Insurance, Securities, Firing, Process Improvement, Facilities Management, Six Sigma, Team Leadership, Logistics, Problem Solving, Continuous Improvement, Financial Management, Security Clearance, Transportation, Supervisory Skills, Military, New Business Development, Training, CRM, Change Management, Team Building, Program Management, Leadership, Income Statement, Sales Operations, Budgets, Procurement, Managerial Finance
Education
United States Naval Academy 1983 — 1987
Bachelor of Science, Electrical Engineering
Doug Conklin's Merrill Lynch Experience May 1983 - December 2014
Job Managing Director
Industry Financial Services
Experience
The Ezzell-Conklin Group at HighTower December 2014 - Present
Merrill Lynch May 1983 - December 2014
Skills
Portfolio Management, Investments, Risk Management, Finance, Financial Analysis, Asset Management, Equities, Financial Services, Financial Planning
Education
United States Naval Academy 1967 — 1971
BS, Analytical Management
The Ezzell-Conklin Group at HighTower December 2014 - Present
Merrill Lynch May 1983 - December 2014
Skills
Portfolio Management, Investments, Risk Management, Finance, Financial Analysis, Asset Management, Equities, Financial Services, Financial Planning
Education
United States Naval Academy 1967 — 1971
BS, Analytical Management
Alejandro Villafane Alejandro Villafane's Merrill Lynch Experience April 2008 - September 2009
Job Financial Associate at LaSalle Investment Management
Industry Financial Services
Experience
LaSalle Investment Management January 2014 - Present
LaSalle Investment Management September 2009 - January 2014
Merrill Lynch April 2008 - September 2009
Education
Universidad Iberoamericana, Ciudad de México 2005 — 2008
Bachelor of Science in Industrial Engineering, CGPA 9.3 / 10 - Graduated with honorable mention
LaSalle Investment Management January 2014 - Present
LaSalle Investment Management September 2009 - January 2014
Merrill Lynch April 2008 - September 2009
Education
Universidad Iberoamericana, Ciudad de México 2005 — 2008
Bachelor of Science in Industrial Engineering, CGPA 9.3 / 10 - Graduated with honorable mention
Kristin Kowalchyk Kristin Kowalchyk's Merrill Lynch Experience June 2012 - August 2012
Job Business Development Assistant at Kirkland & Ellis LLP
Industry Legal Services
Experience
Kirkland & Ellis LLP December 2014 - Present
Quill.com - Staples Inc. July 2013 - November 2014
Thomson Reuters June 2013 - July 2013
University of Michigan Ross School of Business January 2013 - May 2013
K-grams September 2012 - May 2013
Merrill Lynch June 2012 - August 2012
K-grams September 2011 - May 2012
MACYS June 2010 - August 2010
Skills
Spanish, Marketing Communications, Organizational..., Marketing Strategy, Social Media Marketing, Digital Strategy, Interactive Marketing, Email Marketing, Market Research, Relationship Marketing, Customer Insight, Public Relations, Marketing, Microsoft Office, Microsoft Excel, Social Media, Digital Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
Universidad de Salamanca
Spanish language, literature and culture
Kirkland & Ellis LLP December 2014 - Present
Quill.com - Staples Inc. July 2013 - November 2014
Thomson Reuters June 2013 - July 2013
University of Michigan Ross School of Business January 2013 - May 2013
K-grams September 2012 - May 2013
Merrill Lynch June 2012 - August 2012
K-grams September 2011 - May 2012
MACYS June 2010 - August 2010
Skills
Spanish, Marketing Communications, Organizational..., Marketing Strategy, Social Media Marketing, Digital Strategy, Interactive Marketing, Email Marketing, Market Research, Relationship Marketing, Customer Insight, Public Relations, Marketing, Microsoft Office, Microsoft Excel, Social Media, Digital Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
Universidad de Salamanca
Spanish language, literature and culture
Sean Conforto Sean Conforto's Merrill Lynch Experience May 2007 - August 2007
Job Digital Software Consultant
Industry Computer Software
Experience
Classy.org 2015 - Present
Marketing Solutions 2013 - Present
Bridgeline Digital 2012 - 2013
Bridgeline Digital 2010 - 2012
TMX Communications 2008 - 2010
Merrill Lynch May 2007 - August 2007
Education
Villanova University 2004 — 2008
Villanova School of Business, Majors: Marketing & International Business - Minor: Spanish
Universidad de Cádiz 2007 — 2007
Summer Session, Spanish Language & Culture
Saint Ignatius High School 2000 — 2004
AMDG
Classy.org 2015 - Present
Marketing Solutions 2013 - Present
Bridgeline Digital 2012 - 2013
Bridgeline Digital 2010 - 2012
TMX Communications 2008 - 2010
Merrill Lynch May 2007 - August 2007
Education
Villanova University 2004 — 2008
Villanova School of Business, Majors: Marketing & International Business - Minor: Spanish
Universidad de Cádiz 2007 — 2007
Summer Session, Spanish Language & Culture
Saint Ignatius High School 2000 — 2004
AMDG
Marisa Gonzalez's Merrill Lynch Experience May 1981 - February 1982
Job Sr Business Consultant at Sabre Travel Network
Industry Leisure, Travel & Tourism
Experience
Sabre Travel Network June 1989 - Present
Eastern Airlines, Inc. October 1979 - March 1989
Merrill Lynch May 1981 - February 1982
Skills
Sabre, Travel Management, Online Travel, Business Travel, Airlines, Revenue Analysis, Galileo, Tourism, Ticketing, Leisure Travel, Travel Technology, Hotels, E-commerce, GDS, Pricing, Account Management, Contract Negotiation, Hospitality Industry, Vacation, Leisure, Sales Management, Marketing Strategy, Cruises, Negotiation, Spanish, Business Analysis, Customer Service, Operations Management, English, Sales, International Sales, Hospitality, Travel Planning, Yield Management, Amadeus, Airline Reservations, Competitive Analysis, Airports, Online Marketing, CRM, Business Planning, B2B, Pricing Strategy, Customer Satisfaction, Team Leadership, Product Management, Strategic Partnerships, New Business Development, Business Development, Call Centers
Education
University of Phoenix 2003 — 2005
Masters
Universidad de Puerto Rico 1975 — 1979
BS
Colegio Nuestra Senora del Carmen 1973 — 1975
high school
Commonwealth High School 1972 — 1973
Nineth grade
St Fortunata School
Elementary
Sabre Travel Network June 1989 - Present
Eastern Airlines, Inc. October 1979 - March 1989
Merrill Lynch May 1981 - February 1982
Skills
Sabre, Travel Management, Online Travel, Business Travel, Airlines, Revenue Analysis, Galileo, Tourism, Ticketing, Leisure Travel, Travel Technology, Hotels, E-commerce, GDS, Pricing, Account Management, Contract Negotiation, Hospitality Industry, Vacation, Leisure, Sales Management, Marketing Strategy, Cruises, Negotiation, Spanish, Business Analysis, Customer Service, Operations Management, English, Sales, International Sales, Hospitality, Travel Planning, Yield Management, Amadeus, Airline Reservations, Competitive Analysis, Airports, Online Marketing, CRM, Business Planning, B2B, Pricing Strategy, Customer Satisfaction, Team Leadership, Product Management, Strategic Partnerships, New Business Development, Business Development, Call Centers
Education
University of Phoenix 2003 — 2005
Masters
Universidad de Puerto Rico 1975 — 1979
BS
Colegio Nuestra Senora del Carmen 1973 — 1975
high school
Commonwealth High School 1972 — 1973
Nineth grade
St Fortunata School
Elementary
Jackie O'Mara's Merrill Lynch Experience March 2011 - May 2013
Job Senior Consultant at rogenSi, a TeleTech company
Industry Management Consulting
Experience
rogenSi January 2014 - Present
Merrill Lynch March 2011 - May 2013
Clean Conscience Goods / Green Up Hub August 2009 - March 2011
MarinLink October 2007 - August 2008
Ann Hill Communication June 2007 - October 2007
Publicis & Hal Riney June 2005 - August 2005
Skills
Spanish, Editing, Public Relations, Marketing Strategy, Management, Research, Strategic Communications, Business Development, Analysis, Event Planning, Strategic Planning, Critical Thinking, Event Management, Nonprofits, Press Releases, Writing, Creative Strategy, Building Relationships, Leadership, Blogging, CRM, Project Management, Sales, Community Outreach, Outlook, New Business Development, Project Planning, Humor, Out Of the Box, Organization &..., Strategy, Influence Others, Marketing
Education
Universidad de Granada 2008 — 2009
Diploma, Hispanic Studies
University of California, Berkeley 2003 — 2007
Bachelor of Arts, Mass Communications
University of Pittsburgh 2005 — 2005
Global Studies
Marin Catholic High School
rogenSi January 2014 - Present
Merrill Lynch March 2011 - May 2013
Clean Conscience Goods / Green Up Hub August 2009 - March 2011
MarinLink October 2007 - August 2008
Ann Hill Communication June 2007 - October 2007
Publicis & Hal Riney June 2005 - August 2005
Skills
Spanish, Editing, Public Relations, Marketing Strategy, Management, Research, Strategic Communications, Business Development, Analysis, Event Planning, Strategic Planning, Critical Thinking, Event Management, Nonprofits, Press Releases, Writing, Creative Strategy, Building Relationships, Leadership, Blogging, CRM, Project Management, Sales, Community Outreach, Outlook, New Business Development, Project Planning, Humor, Out Of the Box, Organization &..., Strategy, Influence Others, Marketing
Education
Universidad de Granada 2008 — 2009
Diploma, Hispanic Studies
University of California, Berkeley 2003 — 2007
Bachelor of Arts, Mass Communications
University of Pittsburgh 2005 — 2005
Global Studies
Marin Catholic High School
Pamela Castelblanco Pamela Castelblanco's Merrill Lynch Experience July 2015 - Present
Job Client Associate
Industry Banking
Experience
Merrill Lynch July 2015 - Present
Westcon August 2013 - Present
Afina March 2013 - June 2013
ROYAL TOBACCO August 2011 - February 2013
ELECTRICARIBE August 2005 - March 2010
Skills
Logistics, Accounts Receivable, Accounts Payable, Microsoft Office, Inventory Management, Accounting, Account Management, Outlook, Administrative..., Commercial Management, QuickBooks, Lotus Notes, Purchase Orders, Purchasing Processes, Invoice Processing, Invoice Verification, Store Management, Reports, Administrative..., Office Management, Data Entry, Telephone Skills, SAP, Customer Service, Microsoft Word, Sales, Management, Team Leadership
Education
Universidad del Norte 2001 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Miami Dade College 2013 — 2014
Associate's degree, Academic English
Merrill Lynch July 2015 - Present
Westcon August 2013 - Present
Afina March 2013 - June 2013
ROYAL TOBACCO August 2011 - February 2013
ELECTRICARIBE August 2005 - March 2010
Skills
Logistics, Accounts Receivable, Accounts Payable, Microsoft Office, Inventory Management, Accounting, Account Management, Outlook, Administrative..., Commercial Management, QuickBooks, Lotus Notes, Purchase Orders, Purchasing Processes, Invoice Processing, Invoice Verification, Store Management, Reports, Administrative..., Office Management, Data Entry, Telephone Skills, SAP, Customer Service, Microsoft Word, Sales, Management, Team Leadership
Education
Universidad del Norte 2001 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Miami Dade College 2013 — 2014
Associate's degree, Academic English
Douglas Warren Hamilton's Merrill Lynch Experience 1979 - 1993
Job Managing Partner at FortySeven Ronin Investors
Industry Capital Markets
Experience
Forty-Seven Ronin Investors 2010 - Present
Hamilton & Co 1993 - 2009
Merrill Lynch 1979 - 1993
DLJ 1977 - 1979
Goldman Sachs May 1977 - September 1977
Skills
Private Equity, Risk Management, Investment Banking, Entrepreneurship, Investments, Derivatives, Capital Markets, Hedging, Due Diligence, Valuation, Mergers & Acquisitions, Real Estate Development, Credit, Asset Management, Finance, Corporate Finance, Financial Modeling, Venture Capital, Alternative Investments, Equities, Management, Portfolio Management, Hedge Funds, Fixed Income
Education
United States Military Academy at West Point
University of Nebraska-Lincoln
BA, Mathematics
University of Pennsylvania - The Wharton School
MBA
Forty-Seven Ronin Investors 2010 - Present
Hamilton & Co 1993 - 2009
Merrill Lynch 1979 - 1993
DLJ 1977 - 1979
Goldman Sachs May 1977 - September 1977
Skills
Private Equity, Risk Management, Investment Banking, Entrepreneurship, Investments, Derivatives, Capital Markets, Hedging, Due Diligence, Valuation, Mergers & Acquisitions, Real Estate Development, Credit, Asset Management, Finance, Corporate Finance, Financial Modeling, Venture Capital, Alternative Investments, Equities, Management, Portfolio Management, Hedge Funds, Fixed Income
Education
United States Military Academy at West Point
University of Nebraska-Lincoln
BA, Mathematics
University of Pennsylvania - The Wharton School
MBA
Jessica Timko's Merrill Lynch Experience April 2012 - November 2013
Job Specialized Fiduciary Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management January 2015 - Present
U.S. Trust November 2013 - September 2014
Merrill Lynch April 2012 - November 2013
Shoprite January 2007 - April 2012
Shoprite January 2007 - April 2012
Skills
Research, Software Documentation, Accounting, Customer Service, Outlook, Data Entry, Microsoft Excel, Access, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Teamwork, Human Resources, Administration, Analysis
Education
Rutgers, the State University of New Jersey 2007 — 2011
Bachelor of Arts, Labor Studies and Employment Relations
Universidad de Salamanca
U.S. Trust, Bank of America Private Wealth Management January 2015 - Present
U.S. Trust November 2013 - September 2014
Merrill Lynch April 2012 - November 2013
Shoprite January 2007 - April 2012
Shoprite January 2007 - April 2012
Skills
Research, Software Documentation, Accounting, Customer Service, Outlook, Data Entry, Microsoft Excel, Access, Microsoft Word, PowerPoint, Time Management, Microsoft Office, Teamwork, Human Resources, Administration, Analysis
Education
Rutgers, the State University of New Jersey 2007 — 2011
Bachelor of Arts, Labor Studies and Employment Relations
Universidad de Salamanca
Felipe Luna Felipe Luna's Merrill Lynch Experience 1994 - June 1998
Job CEO, CONCERT Global Companies
Industry Financial Services
Experience
CONCERT Global September 2005 - Present
UBS December 2002 - September 2005
Smith Barney June 1998 - December 2002
Merrill Lynch 1994 - June 1998
Skills
Asset Managment, Corporate Development, Operations Management, Business Process..., Executive Pay, Managing Accounts, Wealth Management, Investment Advisory, Finance, Succession Planning, Investments, Asset Allocation, Asset Management, Executive Management, Wealth Management..., Financial Services, Mergers & Acquisitions, Portfolio Management, CRM, Alternative Investments, Investment Strategies, Financial Advisory, Leadership, Mutual Funds, Management, Strategic Financial..., Financial Analysis, Options, Retirement, Management Consulting, Business Planning, Mergers
Education
United States Naval Academy 1984 — 1989
B.S., Engineering
Catholic Highschool 1981 — 1984
CONCERT Global September 2005 - Present
UBS December 2002 - September 2005
Smith Barney June 1998 - December 2002
Merrill Lynch 1994 - June 1998
Skills
Asset Managment, Corporate Development, Operations Management, Business Process..., Executive Pay, Managing Accounts, Wealth Management, Investment Advisory, Finance, Succession Planning, Investments, Asset Allocation, Asset Management, Executive Management, Wealth Management..., Financial Services, Mergers & Acquisitions, Portfolio Management, CRM, Alternative Investments, Investment Strategies, Financial Advisory, Leadership, Mutual Funds, Management, Strategic Financial..., Financial Analysis, Options, Retirement, Management Consulting, Business Planning, Mergers
Education
United States Naval Academy 1984 — 1989
B.S., Engineering
Catholic Highschool 1981 — 1984
Jocelyn (Paonita) Pearson's Merrill Lynch Experience February 2012 - May 2012
Job Founder at The Scholarship System
Industry Higher Education
Experience
The Scholarship System September 2014 - Present
The Scholarship System May 2014 - Present
Omnetric Group, A Siemens & Accenture Company January 2015 - July 2015
Siemens Energy July 2014 - January 2015
Siemens Industry US January 2014 - July 2014
Siemens Industry US July 2013 - January 2014
PTtrax LLC September 2012 - December 2013
Siemens Industry US January 2013 - May 2013
Siemens Industry US May 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Skills
PowerPoint, Public Speaking, SAP, Hyperion Planning, Spanish, Word, Excel, Microsoft Office, Outlook, Teamwork, Collaboration, Cross-functional Team..., Simulation Modeling, Business Process..., Strategic Planning, Innovation, Microsoft Excel, Entrepreneurship, Pitch Development, Process Improvement, Six Sigma, Supply Chain Management, Team Building, Budgets, Operations Management, Customer Service, Strategy, Data Analysis, Financial Analysis, Time Management, Microsoft Word
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science, Business Administration, International Business, Finance, Global Supply Chain & Operations Management Spanish Minor, 4.0
Universidad Francisco de Vitoria 2011 — 2011
Spanish, Finance
The Scholarship System September 2014 - Present
The Scholarship System May 2014 - Present
Omnetric Group, A Siemens & Accenture Company January 2015 - July 2015
Siemens Energy July 2014 - January 2015
Siemens Industry US January 2014 - July 2014
Siemens Industry US July 2013 - January 2014
PTtrax LLC September 2012 - December 2013
Siemens Industry US January 2013 - May 2013
Siemens Industry US May 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Skills
PowerPoint, Public Speaking, SAP, Hyperion Planning, Spanish, Word, Excel, Microsoft Office, Outlook, Teamwork, Collaboration, Cross-functional Team..., Simulation Modeling, Business Process..., Strategic Planning, Innovation, Microsoft Excel, Entrepreneurship, Pitch Development, Process Improvement, Six Sigma, Supply Chain Management, Team Building, Budgets, Operations Management, Customer Service, Strategy, Data Analysis, Financial Analysis, Time Management, Microsoft Word
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science, Business Administration, International Business, Finance, Global Supply Chain & Operations Management Spanish Minor, 4.0
Universidad Francisco de Vitoria 2011 — 2011
Spanish, Finance
Alex Zelinski Alex Zelinski's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Valuation, Data Analysis, Research
Education
Washington and Lee University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Accounting
Universidad Antonio de Nebrija 2013 — 2013
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Valuation, Data Analysis, Research
Education
Washington and Lee University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Accounting
Universidad Antonio de Nebrija 2013 — 2013
Troy Baer, CFP® Troy Baer, CFP®'s Merrill Lynch Experience 1991 - 1995
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 1995 - Present
Merrill Lynch 1991 - 1995
US Army May 1987 - October 1991
Skills
Investments, Risk Management, Finance, Alternative Investments, Retirement Planning, Mutual Funds, Financial Analysis, Financial Modeling, Securities
Education
United States Military Academy at West Point 1983 — 1987
Bachelor of Science (BS), Engineering
Wells Fargo Advisors, LLC April 1995 - Present
Merrill Lynch 1991 - 1995
US Army May 1987 - October 1991
Skills
Investments, Risk Management, Finance, Alternative Investments, Retirement Planning, Mutual Funds, Financial Analysis, Financial Modeling, Securities
Education
United States Military Academy at West Point 1983 — 1987
Bachelor of Science (BS), Engineering
Francisco Folle's Merrill Lynch Experience January 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Merrill Lynch February 2002 - January 2008
Skills
Fixed Income, Financial Analysis, Series 7, Corporate Finance, Financial Modeling, Equities, Investments, Mutual Funds, Hedge Funds, Bloomberg, Strategic Financial..., Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Portfolio Management, Wealth Management
Education
Universidad de Montevideo
Merrill Lynch January 2008 - Present
Merrill Lynch February 2002 - January 2008
Skills
Fixed Income, Financial Analysis, Series 7, Corporate Finance, Financial Modeling, Equities, Investments, Mutual Funds, Hedge Funds, Bloomberg, Strategic Financial..., Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Portfolio Management, Wealth Management
Education
Universidad de Montevideo
John A Mitchell John A Mitchell's Merrill Lynch Experience 1990 - 1992
Job Senior Director of Labor Relations
Industry Transportation/Trucking/Railroad
Experience
Sysco December 2011 - Present
Penske Truck Leasing March 2010 - December 2011
John A Mitchell Co., LPA 2008 - 2009
DHL Express 2007 - 2008
DHL Express 2005 - 2007
John A Mitchell Co., LPA 2003 - 2005
Airborne Express 1996 - 2003
Airborne Express 1994 - 1996
The Albert M Higley Company 1992 - 1994
Merrill Lynch 1990 - 1992
Skills
Contract Negotiation, Transportation, Labor Relations, Union Negotiations, Employee Relations, Negotiation, Operations Management, Contract Negotiations, Problem Solving, Process Improvement, Contract Management, Logistics, Leadership Development, Team Leadership, Performance Management, Team Building, Budgets, Employment Law, Supply Chain, Management, Logistics Management, Leadership, Strategic Planning, Union, Program Management, Human Resources, Union Avoidance, Training, Organizational..., Collective Bargaining, Succession Planning, Deferred Compensation, Talent Management, Change Management, Employee Engagement, Policy, Hiring, Conflict Resolution, Personnel Management, Recruiting, Employee Benefits
Education
University of Akron School of Law 1994 — 1998
JD, Law
United States Military Academy at West Point 1983 — 1987
BS, Engineering Management
Sysco December 2011 - Present
Penske Truck Leasing March 2010 - December 2011
John A Mitchell Co., LPA 2008 - 2009
DHL Express 2007 - 2008
DHL Express 2005 - 2007
John A Mitchell Co., LPA 2003 - 2005
Airborne Express 1996 - 2003
Airborne Express 1994 - 1996
The Albert M Higley Company 1992 - 1994
Merrill Lynch 1990 - 1992
Skills
Contract Negotiation, Transportation, Labor Relations, Union Negotiations, Employee Relations, Negotiation, Operations Management, Contract Negotiations, Problem Solving, Process Improvement, Contract Management, Logistics, Leadership Development, Team Leadership, Performance Management, Team Building, Budgets, Employment Law, Supply Chain, Management, Logistics Management, Leadership, Strategic Planning, Union, Program Management, Human Resources, Union Avoidance, Training, Organizational..., Collective Bargaining, Succession Planning, Deferred Compensation, Talent Management, Change Management, Employee Engagement, Policy, Hiring, Conflict Resolution, Personnel Management, Recruiting, Employee Benefits
Education
University of Akron School of Law 1994 — 1998
JD, Law
United States Military Academy at West Point 1983 — 1987
BS, Engineering Management
Manly Church Manly Church's Merrill Lynch Experience 2008 - 2010
Job Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Svc Inc November 2012 - Present
Merrill Lynch Global Wealth Management 2010 - November 2012
Merrill Lynch 2008 - 2010
Merrill Lynch 2004 - 2008
Merrill Lynch 2000 - 2004
MassMutual Financial Group October 1997 - October 2000
Wyman Gordon 1994 - 1996
Wyman Gordon 1992 - 1994
Phelps Dodge 1991 - 1992
US Navy 1980 - 1990
Education
Univ of New Haven
Master of Business Administration (M.B.A.)
United States Naval Academy
BS, Resources Management
UBS Financial Svc Inc November 2012 - Present
Merrill Lynch Global Wealth Management 2010 - November 2012
Merrill Lynch 2008 - 2010
Merrill Lynch 2004 - 2008
Merrill Lynch 2000 - 2004
MassMutual Financial Group October 1997 - October 2000
Wyman Gordon 1994 - 1996
Wyman Gordon 1992 - 1994
Phelps Dodge 1991 - 1992
US Navy 1980 - 1990
Education
Univ of New Haven
Master of Business Administration (M.B.A.)
United States Naval Academy
BS, Resources Management
James (Ed) McChesney James (Ed) McChesney's Merrill Lynch Experience January 2013 - May 2013
Job Client Associate at Merrill Lynch
Industry Legal Services
Experience
University of Miami January 2010 - October 2013
Merrill Lynch January 2013 - May 2013
Columbia University June 2011 - July 2011
University of Miami June 2010 - August 2010
Self-employment August 2008 - August 2010
Vector Marketing June 2009 - August 2009
Skills
Computer Hardware, Typing, Financial Analysis, Business Analysis, Analysis, Social Media, Teamwork, Advertising, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Sales, Research, Customer Service, Spanish, PowerPoint, Time Management, Teaching, Finance
Education
University of Miami 2009 — 2013
Bachelor, Business Administration; Economics; Legal Studies, History
University of Miami - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2012 — 2012
Loyola Academy 2005 — 2009
High School Diploma
Universidad de Cantabria
University of Miami January 2010 - October 2013
Merrill Lynch January 2013 - May 2013
Columbia University June 2011 - July 2011
University of Miami June 2010 - August 2010
Self-employment August 2008 - August 2010
Vector Marketing June 2009 - August 2009
Skills
Computer Hardware, Typing, Financial Analysis, Business Analysis, Analysis, Social Media, Teamwork, Advertising, Microsoft Office, Microsoft Excel, Access, Microsoft Word, Sales, Research, Customer Service, Spanish, PowerPoint, Time Management, Teaching, Finance
Education
University of Miami 2009 — 2013
Bachelor, Business Administration; Economics; Legal Studies, History
University of Miami - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2012 — 2012
Loyola Academy 2005 — 2009
High School Diploma
Universidad de Cantabria
Monique P. Wills Monique P. Wills's Merrill Lynch Experience October 1997 - June 2002
Job Realtor at EWM Realty International
Industry Real Estate
Experience
EWM Realty International October 2002 - Present
Merrill Lynch October 1997 - June 2002
Skills
Real Estate, Investment Properties, Condos, Investors, Single Family Homes, Sellers, REO, Short Sales, Foreclosures, Real Estate Transactions, First Time Home Buyers, Relocation
Education
Universidad de Los Andes 1991 — 1996
Liceo Frances Louis Pasteur Bogota - Colombia
EWM Realty International October 2002 - Present
Merrill Lynch October 1997 - June 2002
Skills
Real Estate, Investment Properties, Condos, Investors, Single Family Homes, Sellers, REO, Short Sales, Foreclosures, Real Estate Transactions, First Time Home Buyers, Relocation
Education
Universidad de Los Andes 1991 — 1996
Liceo Frances Louis Pasteur Bogota - Colombia
John Matthew Antel's Merrill Lynch Experience August 2012 - September 2013
Job Investment Banker at BofA Merrill Lynch
Industry Investment Banking
Experience
BofA Merrill Lynch Investment Banker - Oil & GasMerrill LynchSeptember 2013 - Present
Merrill Lynch August 2012 - September 2013
United States Navy / Naval Aviator January 2005 - August 2012
Naval Aviation Training Command May 2002 - January 2005
Skills
Financial Modeling, Investment Banking, Military, Security Clearance, Operational Planning, Navy, Defense, Valuation, Military Operations, Corporate Finance
Education
Darden Graduate School of Business Administration 2009 — 2011
MBA, Business & Finance
United States Naval Academy 1998 — 2002
B.S., Aerospace Engineering
The John Cooper School 1995 — 1998
BofA Merrill Lynch Investment Banker - Oil & GasMerrill LynchSeptember 2013 - Present
Merrill Lynch August 2012 - September 2013
United States Navy / Naval Aviator January 2005 - August 2012
Naval Aviation Training Command May 2002 - January 2005
Skills
Financial Modeling, Investment Banking, Military, Security Clearance, Operational Planning, Navy, Defense, Valuation, Military Operations, Corporate Finance
Education
Darden Graduate School of Business Administration 2009 — 2011
MBA, Business & Finance
United States Naval Academy 1998 — 2002
B.S., Aerospace Engineering
The John Cooper School 1995 — 1998
Vilma A. Steinhauer Vilma A. Steinhauer's Merrill Lynch Experience April 2004 - September 2009
Job Part time Sales Associate at Bloomingdale's
Industry Executive Office
Experience
Bloomingdale's August 2014 - Present
Bloomingdale'sStores September 2002 - July 2014
Sentinel Real Estate January 2011 - July 2011
Merrill Lynch April 2004 - September 2009
Sony Electronics, Inc September 2003 - November 2003
Bank Julius Baer & Co. Ltd July 2003 - August 2003
JP Morgan Private Bank March 2003 - June 2003
PDV America Inc November 1996 - March 2002
Advanced Telecommunications Institute April 1994 - February 1996
Skills
Typing 55 WPM, Microsoft Office, Lotus Notes, Peachtree Accounting, Risk Console, Microsoft Word, Microsoft Excel, Spanish, Accounts Receivable, PowerPoint, Outlook, Data Entry, Customer Service, Accounts Payable, Office Management, Time Management
Education
Universidad Central del Ecuador
Bachelor Degree, Accounting
Bloomingdale's August 2014 - Present
Bloomingdale'sStores September 2002 - July 2014
Sentinel Real Estate January 2011 - July 2011
Merrill Lynch April 2004 - September 2009
Sony Electronics, Inc September 2003 - November 2003
Bank Julius Baer & Co. Ltd July 2003 - August 2003
JP Morgan Private Bank March 2003 - June 2003
PDV America Inc November 1996 - March 2002
Advanced Telecommunications Institute April 1994 - February 1996
Skills
Typing 55 WPM, Microsoft Office, Lotus Notes, Peachtree Accounting, Risk Console, Microsoft Word, Microsoft Excel, Spanish, Accounts Receivable, PowerPoint, Outlook, Data Entry, Customer Service, Accounts Payable, Office Management, Time Management
Education
Universidad Central del Ecuador
Bachelor Degree, Accounting
Adam Meinrod, CFP® Adam Meinrod, CFP®'s Merrill Lynch Experience 1994 - 1997
Job Senior Vice President Investments, Meinrod & Leeper Wealth Management of Raymond James
Industry Financial Services
Experience
Meinrod & Leeper Wealth Management of Raymond James September 2005 - Present
Robert W. Baird & Co. 1997 - 2005
Merrill Lynch 1994 - 1997
Private Jet Expeditions 1993 - 1994
US Navy 1986 - 1993
Skills
Investments, Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Securities, Strategic Planning
Education
United States Naval Academy 1982 — 1986
Bachelor of Arts, Economics
Lima Senior High School - Spartans 1978 — 1982
Meinrod & Leeper Wealth Management of Raymond James September 2005 - Present
Robert W. Baird & Co. 1997 - 2005
Merrill Lynch 1994 - 1997
Private Jet Expeditions 1993 - 1994
US Navy 1986 - 1993
Skills
Investments, Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Securities, Strategic Planning
Education
United States Naval Academy 1982 — 1986
Bachelor of Arts, Economics
Lima Senior High School - Spartans 1978 — 1982
Edward Sun Edward Sun's Merrill Lynch Experience January 2012 - June 2012
Job Student at University of Southern California
Industry Marketing and Advertising
Experience
eBay Partner Network June 2013 - August 2013
USC Marshall School of Business May 2012 - December 2012
Sigma Phi Epsilon December 2011 - December 2012
Merrill Lynch January 2012 - June 2012
USC Athletic Department April 2011 - January 2012
VanceInfo June 2011 - August 2011
Skills
Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Marketing, New Client Prospecting, Salesforce.com, Morningstar, Research, Facebook, Leadership
Education
University of Southern California - Marshall School of Business 2010 — 2014
B.S, Business Administration, Sports Media Minor
Universidad Carlos III de Madrid
Newport High School 2006 — 2010
Diploma
eBay Partner Network June 2013 - August 2013
USC Marshall School of Business May 2012 - December 2012
Sigma Phi Epsilon December 2011 - December 2012
Merrill Lynch January 2012 - June 2012
USC Athletic Department April 2011 - January 2012
VanceInfo June 2011 - August 2011
Skills
Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Marketing, New Client Prospecting, Salesforce.com, Morningstar, Research, Facebook, Leadership
Education
University of Southern California - Marshall School of Business 2010 — 2014
B.S, Business Administration, Sports Media Minor
Universidad Carlos III de Madrid
Newport High School 2006 — 2010
Diploma
Frank Lady MBCI CBCP CISSP CRISC PMP MBA MA MS Frank Lady MBCI CBCP CISSP CRISC PMP MBA MA MS's Merrill Lynch Experience December 2007 - April 2009
Job SVP, Business Continuity, Bank of America
Industry Financial Services
Experience
Disaster Recovery Journal March 2014 - Present
Bank of America April 2009 - Present
University of Phoenix February 2010 - September 2013
Disaster Recovery Journal March 2008 - March 2012
Merrill Lynch December 2007 - April 2009
Midland Loan Services July 2004 - November 2007
Midland Loan Services April 1999 - June 2004
Euronet Worldwide September 1997 - March 1999
U.S. Army 1991 - 1992
USMA 1977 - 1978
Skills
Business Continuity, Crisis Management, Risk Management, Business Continuity..., Disaster Recovery, Risk Assessment, Strategic Planning, Operational Risk..., Process Improvement, Contingency Planning, Program Management
Education
Webster University 2001 — 2009
M.B.A.
Webster University 1998 — 2001
M.A., Computer Resources & Info Mgmt
University of Oxford 1986 — 1988
M.St., Middle Eastern Studies
United States Military Academy at West Point 1975 — 1979
B.S., general studies
Disaster Recovery Journal March 2014 - Present
Bank of America April 2009 - Present
University of Phoenix February 2010 - September 2013
Disaster Recovery Journal March 2008 - March 2012
Merrill Lynch December 2007 - April 2009
Midland Loan Services July 2004 - November 2007
Midland Loan Services April 1999 - June 2004
Euronet Worldwide September 1997 - March 1999
U.S. Army 1991 - 1992
USMA 1977 - 1978
Skills
Business Continuity, Crisis Management, Risk Management, Business Continuity..., Disaster Recovery, Risk Assessment, Strategic Planning, Operational Risk..., Process Improvement, Contingency Planning, Program Management
Education
Webster University 2001 — 2009
M.B.A.
Webster University 1998 — 2001
M.A., Computer Resources & Info Mgmt
University of Oxford 1986 — 1988
M.St., Middle Eastern Studies
United States Military Academy at West Point 1975 — 1979
B.S., general studies
Michael C. Martin Michael C. Martin's Merrill Lynch Experience October 2006 - January 2009
Job Trader at UBS O'Connor
Industry Financial Services
Experience
UBS O'Connor May 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Navy SEAL Foundation November 2008 - January 2012
Bank of America November 2009 - November 2011
Merrill Lynch October 2006 - January 2009
Naval Special Warfare Command May 1996 - October 2006
Skills
Military, Security Clearance, DoD, Risk Management, Program Management, Financial Modeling, Operations Management, Operational Planning, Strategic Planning, Leadership, Team Leadership, Military Operations, Government, Valuation, Team Building, Cross-functional Team..., Project Planning, Project Management, Asset Managment, Logistics, Private Equity, Process Improvement, Policy, Financial Analysis, Due Diligence, Investment Banking, Leadership Development, Security, Alternative Investments, Change Management, Management Consulting, Risk Assessment, Equities, Start-ups, Investments, Analysis, Business Strategy, Defense, Portfolio Management, Organizational..., Mergers, Strategy, Navy, Command, Fixed Income, Hedge Funds
Education
United States Naval Academy 1992 — 1996
BS, Mathematics
The Kiski School 1991 — 1992
HS
Brother Rice 1987 — 1991
HS
UBS O'Connor May 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Navy SEAL Foundation November 2008 - January 2012
Bank of America November 2009 - November 2011
Merrill Lynch October 2006 - January 2009
Naval Special Warfare Command May 1996 - October 2006
Skills
Military, Security Clearance, DoD, Risk Management, Program Management, Financial Modeling, Operations Management, Operational Planning, Strategic Planning, Leadership, Team Leadership, Military Operations, Government, Valuation, Team Building, Cross-functional Team..., Project Planning, Project Management, Asset Managment, Logistics, Private Equity, Process Improvement, Policy, Financial Analysis, Due Diligence, Investment Banking, Leadership Development, Security, Alternative Investments, Change Management, Management Consulting, Risk Assessment, Equities, Start-ups, Investments, Analysis, Business Strategy, Defense, Portfolio Management, Organizational..., Mergers, Strategy, Navy, Command, Fixed Income, Hedge Funds
Education
United States Naval Academy 1992 — 1996
BS, Mathematics
The Kiski School 1991 — 1992
HS
Brother Rice 1987 — 1991
HS
Ivan Pulido's Merrill Lynch Experience January 1994 - April 2008
Job Executive Recruiter Financial Services at Ascendo Resources
Industry Financial Services
Experience
Ascendo Resources August 2005 - Present
SafetyPay 2006 - Present
ALTRADE Consulting Corp January 2012 - August 2015
KVR Trade Finance, Ltd. September 2009 - December 2011
Wells Fargo Advisors April 2008 - September 2009
Merrill Lynch January 1994 - April 2008
Skills
Finance, Private Banking, Start-ups, Investments, Financial Analysis, Financial Risk, Bloomberg, Due Diligence, Trading, Investment Banking, Corporate Finance, Fixed Income, High Net Worth..., Business Strategy, Wealth Management, Portfolio Management, Loans, Financial Modeling, Accounts Receivable, Investment Strategies, Strategic Financial..., Mutual Funds, Securities, Funding, Valuation, Management, Financial Structuring, Trade Finance, Banking, Series 7, Private Equity, Capital Markets, Series 63, Credit Analysis, Financial Services, Alternative Investments, Asset Managment, Emerging Markets, Derivatives, Mergers & Acquisitions, Strategic Planning, Asset Management, Hedge Funds, Business Planning, Venture Capital, Bonds, Equities, Asset Allocation, Forecasting, Investment Advisory
Education
Universidad Católica Andrés Bello 1989 — 2004
B.S. Civil Engineer, Ingenieria Civil
Ascendo Resources August 2005 - Present
SafetyPay 2006 - Present
ALTRADE Consulting Corp January 2012 - August 2015
KVR Trade Finance, Ltd. September 2009 - December 2011
Wells Fargo Advisors April 2008 - September 2009
Merrill Lynch January 1994 - April 2008
Skills
Finance, Private Banking, Start-ups, Investments, Financial Analysis, Financial Risk, Bloomberg, Due Diligence, Trading, Investment Banking, Corporate Finance, Fixed Income, High Net Worth..., Business Strategy, Wealth Management, Portfolio Management, Loans, Financial Modeling, Accounts Receivable, Investment Strategies, Strategic Financial..., Mutual Funds, Securities, Funding, Valuation, Management, Financial Structuring, Trade Finance, Banking, Series 7, Private Equity, Capital Markets, Series 63, Credit Analysis, Financial Services, Alternative Investments, Asset Managment, Emerging Markets, Derivatives, Mergers & Acquisitions, Strategic Planning, Asset Management, Hedge Funds, Business Planning, Venture Capital, Bonds, Equities, Asset Allocation, Forecasting, Investment Advisory
Education
Universidad Católica Andrés Bello 1989 — 2004
B.S. Civil Engineer, Ingenieria Civil
Pat Hoffman's Merrill Lynch Experience April 1995 - May 1997
Job Director at Legg Mason, LLC
Industry Investment Management
Experience
Legg Mason & Co., LLC June 2005 - Present
Rorer Asset Management May 2000 - June 2005
Rorer Asset Management, LLC January 2000 - January 2005
PNC Advisors February 1999 - May 2000
PNC Bank January 1999 - January 2000
Creative Finacial Group May 1997 - February 1999
Creative Financial Group January 1997 - January 1999
Merrill Lynch April 1995 - May 1997
Merrill Lynch January 1995 - January 1997
M.L. Dessert Corporation January 1992 - January 1995
Skills
Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Financial Services, Hedge Funds, Investment Advisory, Asset Allocation, Financial Advisory, Finance, Leadership, Management, Sales Operations, Asset Managment
Education
United States Naval Academy 1982 — 1986
BS, Physical Science
Legg Mason & Co., LLC June 2005 - Present
Rorer Asset Management May 2000 - June 2005
Rorer Asset Management, LLC January 2000 - January 2005
PNC Advisors February 1999 - May 2000
PNC Bank January 1999 - January 2000
Creative Finacial Group May 1997 - February 1999
Creative Financial Group January 1997 - January 1999
Merrill Lynch April 1995 - May 1997
Merrill Lynch January 1995 - January 1997
M.L. Dessert Corporation January 1992 - January 1995
Skills
Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Financial Services, Hedge Funds, Investment Advisory, Asset Allocation, Financial Advisory, Finance, Leadership, Management, Sales Operations, Asset Managment
Education
United States Naval Academy 1982 — 1986
BS, Physical Science
Diaz-Luna Daniel's Merrill Lynch Experience July 1987 - Present
Job First VP at merrill lynch
Industry Banking
Experience
merrill lynch July 1987 - Present
Kidder Peabody February 1987 - July 1987
RBC May 1985 - February 1987
Skills
Wealth Management, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Investments, Asset Management, Portfolio Management
Education
Universidad de Belgrano 1978 — 1982
St Thomas
merrill lynch July 1987 - Present
Kidder Peabody February 1987 - July 1987
RBC May 1985 - February 1987
Skills
Wealth Management, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Investments, Asset Management, Portfolio Management
Education
Universidad de Belgrano 1978 — 1982
St Thomas
Lenore Karafa's Merrill Lynch Experience June 2008 - August 2008
Job CrossLeader at McChrystal Group
Industry Management Consulting
Experience
McChrystal Group September 2013 - Present
Social Finance (SoFi) 2012 - 2013
Bank of America 2009 - 2012
Merrill Lynch June 2008 - August 2008
United States Marine Corps May 2000 - July 2007
Skills
Team Leadership, Leadership Development, Negotiation, Financial Analysis, Military, Economics, Financial Modeling, Management, Strategy, Leadership, Capital Markets, Structured Products, Risk Management, Alternative Investments, Valuation, Training, Team Building, Equities, Program Management, Portfolio Management, Private Equity, Emerging Markets, Mergers & Acquisitions, Due Diligence, Finance, Corporate Finance, Investments, Structured Finance, Asset Allocation, Mutual Funds, CRM, Venture Capital, Financial Services, Hedge Funds, Investment Banking, Fixed Income, Asset Management, Bloomberg, Wealth Management, Funding, Securities, Loans, Strategic Financial..., Corporate Development, Leveraged Finance, Series 7, Investment Strategies, Series 63, Trading, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Management
United States Naval Academy 1996 — 2000
BS, History
Remote Medical International
NREMT-B
McChrystal Group September 2013 - Present
Social Finance (SoFi) 2012 - 2013
Bank of America 2009 - 2012
Merrill Lynch June 2008 - August 2008
United States Marine Corps May 2000 - July 2007
Skills
Team Leadership, Leadership Development, Negotiation, Financial Analysis, Military, Economics, Financial Modeling, Management, Strategy, Leadership, Capital Markets, Structured Products, Risk Management, Alternative Investments, Valuation, Training, Team Building, Equities, Program Management, Portfolio Management, Private Equity, Emerging Markets, Mergers & Acquisitions, Due Diligence, Finance, Corporate Finance, Investments, Structured Finance, Asset Allocation, Mutual Funds, CRM, Venture Capital, Financial Services, Hedge Funds, Investment Banking, Fixed Income, Asset Management, Bloomberg, Wealth Management, Funding, Securities, Loans, Strategic Financial..., Corporate Development, Leveraged Finance, Series 7, Investment Strategies, Series 63, Trading, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Management
United States Naval Academy 1996 — 2000
BS, History
Remote Medical International
NREMT-B
Jeff McMillan's Merrill Lynch Experience 2001 - 2009
Job Managing Director Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Morgan Stanley Wealth Management June 2009 - June 2015
Merrill Lynch 2001 - 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Business Analysis, Corporate Finance, Capital Markets, Equities, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Leadership, Investments, Management, Management Consulting, Portfolio Management, Private Equity, Program Management, Securities, Risk Management, Series 7, Series 63, Strategic Planning, Strategy, Valuation, Wealth Management
Education
United States Military Academy at West Point 1986 — 1989
Bachelor of Science (B.Sc.), Economics
Credit Suisse June 2015 - Present
Morgan Stanley Wealth Management June 2009 - June 2015
Merrill Lynch 2001 - 2009
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Business Analysis, Corporate Finance, Capital Markets, Equities, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Leadership, Investments, Management, Management Consulting, Portfolio Management, Private Equity, Program Management, Securities, Risk Management, Series 7, Series 63, Strategic Planning, Strategy, Valuation, Wealth Management
Education
United States Military Academy at West Point 1986 — 1989
Bachelor of Science (B.Sc.), Economics
Deborah Shepherd's Merrill Lynch Experience 2003 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2003 - Present
Merrill Lynch 2002 - 2003
Merrill Lynch 2000 - 2002
Merrill Lynch 1990 - 2000
US Navy 1984 - 1989
Education
United States Naval Academy 1980 — 1984
BS, Political Science
Merrill Lynch 2003 - Present
Merrill Lynch 2002 - 2003
Merrill Lynch 2000 - 2002
Merrill Lynch 1990 - 2000
US Navy 1984 - 1989
Education
United States Naval Academy 1980 — 1984
BS, Political Science
Ethan Topping's Merrill Lynch Experience December 2002 - December 2003
Job Scheduler/Planner, Project Controls
Industry Military
Experience
KBR, Inc. November 2007 - Present
T Rowe Price October 2006 - October 2007
Classic Homes, Inc. December 2004 - August 2006
Merrill Lynch December 2002 - December 2003
US Army May 1997 - September 2002
Education
United States Military Academy at West Point 1993 — 1997
KBR, Inc. November 2007 - Present
T Rowe Price October 2006 - October 2007
Classic Homes, Inc. December 2004 - August 2006
Merrill Lynch December 2002 - December 2003
US Army May 1997 - September 2002
Education
United States Military Academy at West Point 1993 — 1997
Diana Yorty Edmondson's Merrill Lynch Experience July 2007 - March 2009
Job Senior Consultant at CaVU Consulting
Industry Defense & Space
Experience
CaVU Consulting, Inc. January 2011 - Present
Solute Consulting March 2009 - January 2011
Merrill Lynch July 2007 - March 2009
HSM-41 2004 - 2007
US Navy 1994 - 2007
Skills
Program Management, DoD, Security Clearance, Defense, Military, Organizational..., Navy, Risk Management, Government, Aviation, Financial Management, Process Improvement, Systems Engineering, Six Sigma, Master Scheduling, Earned Value Management, Government Contracting, Military Experience, Top Secret, Information Assurance, Managerial Finance, Military Operations, National Security
Education
United States Naval Academy 1994 — 1998
Bachelor of Science (B.S.), Economics
CaVU Consulting, Inc. January 2011 - Present
Solute Consulting March 2009 - January 2011
Merrill Lynch July 2007 - March 2009
HSM-41 2004 - 2007
US Navy 1994 - 2007
Skills
Program Management, DoD, Security Clearance, Defense, Military, Organizational..., Navy, Risk Management, Government, Aviation, Financial Management, Process Improvement, Systems Engineering, Six Sigma, Master Scheduling, Earned Value Management, Government Contracting, Military Experience, Top Secret, Information Assurance, Managerial Finance, Military Operations, National Security
Education
United States Naval Academy 1994 — 1998
Bachelor of Science (B.S.), Economics
J C Turban's Merrill Lynch Experience November 1999 - August 2008
Job Senior Vice President Investments at Mora Wealth Management
Industry Financial Services
Experience
Mora Wealth Management November 2013 - Present
Wells Fargo Advisors August 2008 - November 2013
Merrill Lynch November 1999 - August 2008
UBS August 1995 - August 1999
UBS January 1992 - August 1995
Nestle de Colombia Sa October 1990 - July 1991
Nestle de Colombia Sa May 1989 - October 1990
Nestle de Colombia January 1988 - May 1989
Nestle September 1987 - January 1988
Skills
Investments, Portfolio Management, Alternative Investments, Banking, Series 7, Bonds, Asset Management, Business Strategy, New Business Development, Fixed Income, Strategic Planning, Equities, Investment Banking, ETFs, Trading, Hedge Funds, Uniform Combined State..., Serie 66, Fixed Annuities, Variable Annuities, NMLS Licensed, Wealth Management, Marketing Management, Asset Allocation, Mutual Funds, Securities, Finance, Financial Services, Strategy
Education
Universidad Iberoamericana, Ciudad de México 1997 — 1999
Master of Business Administration - MBA, International Finance, MBA
University of Paris I: Panthéon-Sorbonne 1985 — 1986
Licence, Licence Es Sciences Economiques
The Uniform Combined State Law Examination , Series 66 2000 — 2000
The Uniform Combined State Law Examination , Series 66, Series 63 and Series 65 nvestment professional to qualify for registration as an Investment Advisor, Serie 66
General Securities Representative Exam, Series 7 2000 — 2000
General Securities Representative Exam, Series 7, broker-dealer, Serie 7
Variable and life annuity insurance license 2008 — 2008
Variable and life annuity insurance license, Variable, fixed and life insurnace
Mortgage Loan Originator 2013 — 2013
Mortgage Loan Originator, Mortgage Loans, NMLS 1018364
Université Panthéon Assas (Paris II) 1982 — 1986
DEUG, DEUG Es Sciences Economiques
Lycée Français Jean Mermoz -Buenos Aires Argentine 1976 — 1981
Bachalauréat série économie, Economics
Mora Wealth Management November 2013 - Present
Wells Fargo Advisors August 2008 - November 2013
Merrill Lynch November 1999 - August 2008
UBS August 1995 - August 1999
UBS January 1992 - August 1995
Nestle de Colombia Sa October 1990 - July 1991
Nestle de Colombia Sa May 1989 - October 1990
Nestle de Colombia January 1988 - May 1989
Nestle September 1987 - January 1988
Skills
Investments, Portfolio Management, Alternative Investments, Banking, Series 7, Bonds, Asset Management, Business Strategy, New Business Development, Fixed Income, Strategic Planning, Equities, Investment Banking, ETFs, Trading, Hedge Funds, Uniform Combined State..., Serie 66, Fixed Annuities, Variable Annuities, NMLS Licensed, Wealth Management, Marketing Management, Asset Allocation, Mutual Funds, Securities, Finance, Financial Services, Strategy
Education
Universidad Iberoamericana, Ciudad de México 1997 — 1999
Master of Business Administration - MBA, International Finance, MBA
University of Paris I: Panthéon-Sorbonne 1985 — 1986
Licence, Licence Es Sciences Economiques
The Uniform Combined State Law Examination , Series 66 2000 — 2000
The Uniform Combined State Law Examination , Series 66, Series 63 and Series 65 nvestment professional to qualify for registration as an Investment Advisor, Serie 66
General Securities Representative Exam, Series 7 2000 — 2000
General Securities Representative Exam, Series 7, broker-dealer, Serie 7
Variable and life annuity insurance license 2008 — 2008
Variable and life annuity insurance license, Variable, fixed and life insurnace
Mortgage Loan Originator 2013 — 2013
Mortgage Loan Originator, Mortgage Loans, NMLS 1018364
Université Panthéon Assas (Paris II) 1982 — 1986
DEUG, DEUG Es Sciences Economiques
Lycée Français Jean Mermoz -Buenos Aires Argentine 1976 — 1981
Bachalauréat série économie, Economics
Horacio Gil's Merrill Lynch Experience January 2000 - December 2004
Job International MBA at University of San Diego
Industry Financial Services
Experience
Wireless e January 2005 - April 2008
Merrill Lynch January 2000 - December 2004
Industrias Gilvert SA de CV (Hussmann International) November 1997 - October 1999
Education
University of San Diego 2008 — 2010
IMBA
Universidad Iberoamericana, Ciudad de México 1991 — 1999
Industrial Engineering
Eaglebrook School 1984 — 1986
Colegio Vista Hermosa
Wireless e January 2005 - April 2008
Merrill Lynch January 2000 - December 2004
Industrias Gilvert SA de CV (Hussmann International) November 1997 - October 1999
Education
University of San Diego 2008 — 2010
IMBA
Universidad Iberoamericana, Ciudad de México 1991 — 1999
Industrial Engineering
Eaglebrook School 1984 — 1986
Colegio Vista Hermosa
Jon Caserta's Merrill Lynch Experience September 2008 - December 2008
Job at
Industry Information Technology and Services
Experience
Deutsche Bank October 2014 - Present
Bi-Lo Holdings January 2009 - October 2014
Merrill Lynch September 2008 - December 2008
IBM at Merrill Lynch March 2008 - September 2008
MyPCGuy Inc. July 2007 - September 2007
Skills
Information Technology, Active Directory, Windows, Windows 7, Servers, Disaster Recovery, Networking, Virtualization, Vendor Management, Microsoft Exchange, VMware, Requirements Analysis, IT Operations, Integration, Project Management, Customer Service, Troubleshooting
Education
United States Naval Academy 2002 — 2003
Annapolis High School 1999 — 2002
Deutsche Bank October 2014 - Present
Bi-Lo Holdings January 2009 - October 2014
Merrill Lynch September 2008 - December 2008
IBM at Merrill Lynch March 2008 - September 2008
MyPCGuy Inc. July 2007 - September 2007
Skills
Information Technology, Active Directory, Windows, Windows 7, Servers, Disaster Recovery, Networking, Virtualization, Vendor Management, Microsoft Exchange, VMware, Requirements Analysis, IT Operations, Integration, Project Management, Customer Service, Troubleshooting
Education
United States Naval Academy 2002 — 2003
Annapolis High School 1999 — 2002
Michael Kendus's Merrill Lynch Experience August 1998 - May 2000
Job Goldman Sachs Credit Trading
Industry Computer Software
Experience
Intelligent Software Modeling, Inc. September 2013 - December 2013
MPower Trading Systems, LLC April 2013 - August 2013
Rackson Asset Management, LLC May 2009 - April 2013
Goldman Sachs May 2007 - November 2008
Susquehanna International Group, LLP January 2001 - February 2007
ICON Laboratories June 2000 - November 2000
Merrill Lynch August 1998 - May 2000
Raytheon September 1997 - August 1998
Verizon March 1995 - April 1998
Lockheed Martin Advanced Technology Laboratories August 1989 - March 1995
Education
United States Naval Academy 1979 — 1983
BSSE, Systems Engineering
Intelligent Software Modeling, Inc. September 2013 - December 2013
MPower Trading Systems, LLC April 2013 - August 2013
Rackson Asset Management, LLC May 2009 - April 2013
Goldman Sachs May 2007 - November 2008
Susquehanna International Group, LLP January 2001 - February 2007
ICON Laboratories June 2000 - November 2000
Merrill Lynch August 1998 - May 2000
Raytheon September 1997 - August 1998
Verizon March 1995 - April 1998
Lockheed Martin Advanced Technology Laboratories August 1989 - March 1995
Education
United States Naval Academy 1979 — 1983
BSSE, Systems Engineering
Larry Kloth's Merrill Lynch Experience
Job Minneapolis and St Paul Market President, Bank of America, Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Investments, Management, Estate Planning, Risk Management, Retirement, Portfolio Management, Alternative Investments, Strategic Financial..., Series 65, Series 7, Series 63, Financial Planning, Securities
Education
University of Southern California 1979 — 1981
MSSM
United States Naval Academy 1971 — 1975
BS, Political Science
KRHS
Merrill Lynch
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Investments, Management, Estate Planning, Risk Management, Retirement, Portfolio Management, Alternative Investments, Strategic Financial..., Series 65, Series 7, Series 63, Financial Planning, Securities
Education
University of Southern California 1979 — 1981
MSSM
United States Naval Academy 1971 — 1975
BS, Political Science
KRHS
Bryan Baquer's Merrill Lynch Experience January 1999 - February 2006
Job Financial Advisor at Folger Nolan Fleming Douglas Incorporated
Industry Financial Services
Experience
Folger Nolan Fleming Douglas Incorporated February 2006 - Present
Merrill Lynch January 1999 - February 2006
USS Theodore Roosevelt (CVN - 71) - US Navy April 1997 - January 1999
Trident Refit Facility Kings Bay - Norfolk Detachment October 1995 - April 1997
USS Parche (SSN 683) - US Navy December 1993 - October 1995
USS Richard B. Russell (SSN 687) - US Navy April 1992 - November 1993
Skills
Navy, Financial Management, DoD, Risk Management, Managerial Finance, Financial Modeling, Defense, Military, Strategic Planning, Organizational..., Project Management, Valuation, Leadership, Business Strategy, Strategic Financial..., Program Management, Government, Series 7, Cross-functional Team...
Education
United States Naval Academy 1986 — 1990
Bachelor of Science (B.S.), Mathematics
Folger Nolan Fleming Douglas Incorporated February 2006 - Present
Merrill Lynch January 1999 - February 2006
USS Theodore Roosevelt (CVN - 71) - US Navy April 1997 - January 1999
Trident Refit Facility Kings Bay - Norfolk Detachment October 1995 - April 1997
USS Parche (SSN 683) - US Navy December 1993 - October 1995
USS Richard B. Russell (SSN 687) - US Navy April 1992 - November 1993
Skills
Navy, Financial Management, DoD, Risk Management, Managerial Finance, Financial Modeling, Defense, Military, Strategic Planning, Organizational..., Project Management, Valuation, Leadership, Business Strategy, Strategic Financial..., Program Management, Government, Series 7, Cross-functional Team...
Education
United States Naval Academy 1986 — 1990
Bachelor of Science (B.S.), Mathematics
Nicolas Seigal's Merrill Lynch Experience March 2011 - October 2012
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
RBC October 2012 - August 2015
Merrill Lynch March 2011 - October 2012
Merrill Lynch February 2008 - March 2011
Merrill Lynch June 2004 - February 2008
BankBoston January 2000 - May 2004
Education
Instituto de Estudios Empresariales de Montevideo 2000 — 2001
MBA, Business Administration
Universidad de la República 1992 — 1999
Bachelor, Accountant
Christians Brothers 1979 — 1991
High School
Morgan Stanley August 2015 - Present
RBC October 2012 - August 2015
Merrill Lynch March 2011 - October 2012
Merrill Lynch February 2008 - March 2011
Merrill Lynch June 2004 - February 2008
BankBoston January 2000 - May 2004
Education
Instituto de Estudios Empresariales de Montevideo 2000 — 2001
MBA, Business Administration
Universidad de la República 1992 — 1999
Bachelor, Accountant
Christians Brothers 1979 — 1991
High School
Bill Killea's Merrill Lynch Experience June 1999 - March 2005
Job Business Development at Zoot Enterprises Inc.
Industry Financial Services
Experience
Zoot Enterprises Inc. February 2010 - Present
Zoot Enterprises, Inc. 2010 - 2011
Monumental Venture Partners July 2005 - February 2010
Monumental Ventures Suisse, SA August 2007 - January 2010
U.S. Navy Reserve 1980 - 2010
Merrill Lynch June 1999 - March 2005
Lehman Brothers August 1996 - June 1999
Skills
Aviation, Military, Defense, Executive Management, DoD, Business Development, Management, Program Management, Security Clearance, Mergers & Acquisitions, Strategic Planning, Military Operations, Systems Engineering, Navy, Government Contracting, Cross-functional Team..., Operational Planning, Leadership, Government, Government Procurement, Intelligence, Intelligence Analysis, Operations Management, Risk Management, Organizational..., Policy, Military Experience, Information Assurance, Tactics, Homeland Security
Education
UC Hastings College of the Law 1993 — 1996
Doctor of Law (JD)
Haas School of Business, UC Berkeley 1992 — 1996
Master of Business Administration (MBA)
U.S. Naval Postgraduate School 1986 — 1987
Master of Arts (M.A.), National Security Affairs
United States Naval Academy 1976 — 1980
Bachelor of Science, Political Science
Zoot Enterprises Inc. February 2010 - Present
Zoot Enterprises, Inc. 2010 - 2011
Monumental Venture Partners July 2005 - February 2010
Monumental Ventures Suisse, SA August 2007 - January 2010
U.S. Navy Reserve 1980 - 2010
Merrill Lynch June 1999 - March 2005
Lehman Brothers August 1996 - June 1999
Skills
Aviation, Military, Defense, Executive Management, DoD, Business Development, Management, Program Management, Security Clearance, Mergers & Acquisitions, Strategic Planning, Military Operations, Systems Engineering, Navy, Government Contracting, Cross-functional Team..., Operational Planning, Leadership, Government, Government Procurement, Intelligence, Intelligence Analysis, Operations Management, Risk Management, Organizational..., Policy, Military Experience, Information Assurance, Tactics, Homeland Security
Education
UC Hastings College of the Law 1993 — 1996
Doctor of Law (JD)
Haas School of Business, UC Berkeley 1992 — 1996
Master of Business Administration (MBA)
U.S. Naval Postgraduate School 1986 — 1987
Master of Arts (M.A.), National Security Affairs
United States Naval Academy 1976 — 1980
Bachelor of Science, Political Science
Charmaine Negron's Merrill Lynch Experience 1989 - 1996
Job Administrative Assistant at Oficina Privada
Industry Law Practice
Experience
Oficina Privada 2009 - Present
Merrill Lynch 1989 - 1996
Kidder Peabody 1986 - 1989
Skills
Spanish, Advertising, Marketing, Organizational..., Customer Service, Event Management, Teaching, Administration, English, Public Speaking, Marketing Communications, Press Releases, Research, Media Relations, Management, Public Relations, Outlook, French
Education
Universidad de Puerto Rico 1980 — 1985
Bachelor's degree, Business Administration and Management, General
Colegio Espiritu Santo 1968 — 1980
Oficina Privada 2009 - Present
Merrill Lynch 1989 - 1996
Kidder Peabody 1986 - 1989
Skills
Spanish, Advertising, Marketing, Organizational..., Customer Service, Event Management, Teaching, Administration, English, Public Speaking, Marketing Communications, Press Releases, Research, Media Relations, Management, Public Relations, Outlook, French
Education
Universidad de Puerto Rico 1980 — 1985
Bachelor's degree, Business Administration and Management, General
Colegio Espiritu Santo 1968 — 1980
Russell Ray's Merrill Lynch Experience 1982 - 1987
Job Managing Partner at HLM Venture Partners
Industry Venture Capital & Private Equity
Experience
HLM Venture Partners September 2003 - Present
Credit Suisse First Boston 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown Inc. 1987 - 1995
Merrill Lynch 1982 - 1987
Skills
Due Diligence, Healthcare, Venture Capital, Mergers, Investment Banking, Deal Sourcing, Private Placements, Start-ups, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Investments, Valuation, Corporate Development, Strategic Planning, Capital Raising, Business Strategy, Growth Capital, Buyouts, Angel Investing, IPO, LBO, Private Equity, Management, Alternative Investments, Divestitures, M&A experience, Venture Financing
Education
University of Pennsylvania 1978 — 1982
MS/MBA, Evolutionary Biology/Finance
University of Washington 1976 — 1978
Bachelor's degree, Zoology/Animal Biology
United States Military Academy at West Point 1966 — 1970
Bachelor's degree, Engineering
HLM Venture Partners September 2003 - Present
Credit Suisse First Boston 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown Inc. 1987 - 1995
Merrill Lynch 1982 - 1987
Skills
Due Diligence, Healthcare, Venture Capital, Mergers, Investment Banking, Deal Sourcing, Private Placements, Start-ups, Entrepreneurship, Capital Markets, Mergers & Acquisitions, Investments, Valuation, Corporate Development, Strategic Planning, Capital Raising, Business Strategy, Growth Capital, Buyouts, Angel Investing, IPO, LBO, Private Equity, Management, Alternative Investments, Divestitures, M&A experience, Venture Financing
Education
University of Pennsylvania 1978 — 1982
MS/MBA, Evolutionary Biology/Finance
University of Washington 1976 — 1978
Bachelor's degree, Zoology/Animal Biology
United States Military Academy at West Point 1966 — 1970
Bachelor's degree, Engineering
Joyson Martinez's Merrill Lynch Experience January 2001 - January 2002
Job Technical Support Help Desk Sr at Lockheed Martin
Industry Computer Hardware
Experience
Lockheed Martin March 2014 - Present
Mactopica April 2013 - Present
Mosaic Sales Solutions November 2013 - January 2014
Best Buy November 2013 - November 2013
Almonet Corporation January 2011 - August 2013
Apple Autorized Reseller and Service Provider January 2004 - April 2013
Grupo Jimenez January 2003 - January 2004
iCon Computer Parts February 2002 - January 2003
Merrill Lynch January 2001 - January 2002
NASA (Test Wipe Company) January 1999 - May 2001
Skills
Networking, Microsoft Office, Outlook, Computer Hardware, Information Technology, Servers, Web Development, Web Design, Apple Certified, Network Administration, Wireless Networking, Wireless Security, Linux System..., Network Security, A+ Certified, Adobe Photoshop..., Business Development, Linux, Troubleshooting, Virtualization, HTML, Microsoft Server..., Help Desk Support, Remote Desktop, LogMeIn, Teamviewer, Fedora, Active Directory..., cPanel, Exchange 2010/2007/2003, WordPress, Drupal, Joomla, Mac OS X Server, Operating Systems, Microsoft Server 2012, Ubuntu 13.04, Quickbooks Enterprise..., Webmin, Windows XP, Laptops, XP, DNS
Education
Universidad Interamericana de Puerto Rico 2001 — 2003
Universidad de Puerto Rico 1997 — 2000
Computer Science
Lockheed Martin March 2014 - Present
Mactopica April 2013 - Present
Mosaic Sales Solutions November 2013 - January 2014
Best Buy November 2013 - November 2013
Almonet Corporation January 2011 - August 2013
Apple Autorized Reseller and Service Provider January 2004 - April 2013
Grupo Jimenez January 2003 - January 2004
iCon Computer Parts February 2002 - January 2003
Merrill Lynch January 2001 - January 2002
NASA (Test Wipe Company) January 1999 - May 2001
Skills
Networking, Microsoft Office, Outlook, Computer Hardware, Information Technology, Servers, Web Development, Web Design, Apple Certified, Network Administration, Wireless Networking, Wireless Security, Linux System..., Network Security, A+ Certified, Adobe Photoshop..., Business Development, Linux, Troubleshooting, Virtualization, HTML, Microsoft Server..., Help Desk Support, Remote Desktop, LogMeIn, Teamviewer, Fedora, Active Directory..., cPanel, Exchange 2010/2007/2003, WordPress, Drupal, Joomla, Mac OS X Server, Operating Systems, Microsoft Server 2012, Ubuntu 13.04, Quickbooks Enterprise..., Webmin, Windows XP, Laptops, XP, DNS
Education
Universidad Interamericana de Puerto Rico 2001 — 2003
Universidad de Puerto Rico 1997 — 2000
Computer Science
Christopher Sclafani's Merrill Lynch Experience December 1994 - July 1997
Job Sales Director at Officine Panerai
Industry Luxury Goods & Jewelry
Experience
Officine Panerai June 2004 - Present
Swatch Group August 1997 - May 2004
Merrill Lynch December 1994 - July 1997
US Army June 1990 - November 1994
Skills
Luxury Goods, Jewelry, Luxury, Fashion, Visual Merchandising, Retail, International Marketing, Brand Awareness, Brand Management, Italian, Marketing Strategy, Media Planning, Sponsorship, Marketing Management, Sales, Store Management, Public Relations, Brand Development, Merchandising, Advertising, Wholesale, Diamonds, Apparel
Education
United States Military Academy at West Point 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Engineering Management
Officine Panerai June 2004 - Present
Swatch Group August 1997 - May 2004
Merrill Lynch December 1994 - July 1997
US Army June 1990 - November 1994
Skills
Luxury Goods, Jewelry, Luxury, Fashion, Visual Merchandising, Retail, International Marketing, Brand Awareness, Brand Management, Italian, Marketing Strategy, Media Planning, Sponsorship, Marketing Management, Sales, Store Management, Public Relations, Brand Development, Merchandising, Advertising, Wholesale, Diamonds, Apparel
Education
United States Military Academy at West Point 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Engineering Management
Thomas (T.J.) Farrell's Merrill Lynch Experience May 1995 - January 1996
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
AECOM March 2012 - October 2012
AECOM June 2011 - December 2011
AECOM March 2011 - June 2011
Combat Support Associates (An AECOM Joint Venture) June 2010 - February 2011
U.S. Army (Active / Reserve Components) May 1980 - June 2010
Charles Schwab & Co April 1996 - May 2010
Merrill Lynch May 1995 - January 1996
NationsSecurities (Dean Witter Joint Venture) July 1993 - October 1994
Dean Witter Reynolds Inc. September 1991 - July 1993
Skills
Program Management, Risk Management, Military, Security Clearance, Army, Operations Management, DoD, Process Improvement, Leadership, Military Operations, National Security, Project Planning, Government, Strategic Planning, Command, Government Contracting, Team Building, Intelligence, Information Assurance, Proposal Writing, Analysis, Team Leadership, Financial Risk..., Client Rapport, Defense, Finance, Supervisory Skills, Policy, Operational Planning, Organizational..., Top Secret, Risk Assessment, Logistics, Earned Value Management, Security, Military Logistics, Training, Leadership Development, Military Experience, Intelligence Analysis, Tactics, Fortune 500 company..., Problem Solving
Education
United States Military Academy at West Point 1976 — 1980
BS, Engineering
Charles Schwab February 2013 - Present
AECOM March 2012 - October 2012
AECOM June 2011 - December 2011
AECOM March 2011 - June 2011
Combat Support Associates (An AECOM Joint Venture) June 2010 - February 2011
U.S. Army (Active / Reserve Components) May 1980 - June 2010
Charles Schwab & Co April 1996 - May 2010
Merrill Lynch May 1995 - January 1996
NationsSecurities (Dean Witter Joint Venture) July 1993 - October 1994
Dean Witter Reynolds Inc. September 1991 - July 1993
Skills
Program Management, Risk Management, Military, Security Clearance, Army, Operations Management, DoD, Process Improvement, Leadership, Military Operations, National Security, Project Planning, Government, Strategic Planning, Command, Government Contracting, Team Building, Intelligence, Information Assurance, Proposal Writing, Analysis, Team Leadership, Financial Risk..., Client Rapport, Defense, Finance, Supervisory Skills, Policy, Operational Planning, Organizational..., Top Secret, Risk Assessment, Logistics, Earned Value Management, Security, Military Logistics, Training, Leadership Development, Military Experience, Intelligence Analysis, Tactics, Fortune 500 company..., Problem Solving
Education
United States Military Academy at West Point 1976 — 1980
BS, Engineering
Tony Starkey's Merrill Lynch Experience April 2012 - October 2013
Job Manager, Energy Analysis at BENTEK Energy
Industry Financial Services
Experience
BENTEK Energy October 2013 - Present
Merrill Lynch April 2012 - October 2013
Merrill Lynch February 2010 - April 2012
Merrill Lynch February 2007 - February 2010
Skills
Derivatives, Options, Commodity, Trading, Hedging, Swaps, Proprietary Trading, Bloomberg, Electronic Trading, Equity Derivatives, Trading Systems, Energy, Market Risk, Commodity Markets
Education
University of Houston 1996 — 2001
Bachelor of Science (B.S.), Computer Science
United States Naval Academy 1995 — 1996
BENTEK Energy October 2013 - Present
Merrill Lynch April 2012 - October 2013
Merrill Lynch February 2010 - April 2012
Merrill Lynch February 2007 - February 2010
Skills
Derivatives, Options, Commodity, Trading, Hedging, Swaps, Proprietary Trading, Bloomberg, Electronic Trading, Equity Derivatives, Trading Systems, Energy, Market Risk, Commodity Markets
Education
University of Houston 1996 — 2001
Bachelor of Science (B.S.), Computer Science
United States Naval Academy 1995 — 1996
Scott Argyres's Merrill Lynch Experience July 2011 - September 2011
Job Senior Associate at PIMCO
Industry Capital Markets
Experience
PIMCO January 2015 - Present
PIMCO October 2012 - December 2014
TechnoServe August 2014 - October 2014
Merrill Lynch July 2011 - September 2011
SLAC National Accelerator Laboratory July 2010 - August 2010
University of California, Santa Barbara September 2009 - January 2010
Skills
Fixed Income
Education
University of California, Santa Barbara 2008 — 2012
BA, Economics and Minor in Spanish
Universidad Complutense de Madrid 2010 — 2011
Economics and Spanish
PIMCO January 2015 - Present
PIMCO October 2012 - December 2014
TechnoServe August 2014 - October 2014
Merrill Lynch July 2011 - September 2011
SLAC National Accelerator Laboratory July 2010 - August 2010
University of California, Santa Barbara September 2009 - January 2010
Skills
Fixed Income
Education
University of California, Santa Barbara 2008 — 2012
BA, Economics and Minor in Spanish
Universidad Complutense de Madrid 2010 — 2011
Economics and Spanish
Jordan Hill's Merrill Lynch Experience January 2012 - May 2012
Job Investment Banking Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank June 2013 - Present
Barclays Capital June 2012 - June 2013
Merrill Lynch January 2012 - May 2012
American Metal Market September 2011 - January 2012
Cima Software, Inc July 2010 - September 2011
Cima Software, Inc May 2011 - August 2011
Somerset Steel & Lincoln Contracting May 2009 - August 2009
Branding Brand 2009 - 2009
Skills
Financial Modeling, Valuation, Visual Basic, Excel, HTML, CSS, SQL, JavaScript, SAS, Photoshop, Illustrator, Dreamweaver, Access
Education
University of Pittsburgh 2008 — 2012
Bachelors of Science in Business Administration, Finance/Marketing
Universidad Antonio de Nebrija 2010 — 2010
Barclays Investment Bank June 2013 - Present
Barclays Capital June 2012 - June 2013
Merrill Lynch January 2012 - May 2012
American Metal Market September 2011 - January 2012
Cima Software, Inc July 2010 - September 2011
Cima Software, Inc May 2011 - August 2011
Somerset Steel & Lincoln Contracting May 2009 - August 2009
Branding Brand 2009 - 2009
Skills
Financial Modeling, Valuation, Visual Basic, Excel, HTML, CSS, SQL, JavaScript, SAS, Photoshop, Illustrator, Dreamweaver, Access
Education
University of Pittsburgh 2008 — 2012
Bachelors of Science in Business Administration, Finance/Marketing
Universidad Antonio de Nebrija 2010 — 2010
Francisco Hervella's Merrill Lynch Experience July 2000 - August 2004
Job Partner, Latin Trading Group
Industry Investment Banking
Experience
Latin Trading Group 2011 - Present
BNP Paribas February 2006 - November 2009
UBS Investment Bank August 2004 - February 2006
Merrill Lynch July 2000 - August 2004
Skills
Asset Managment, Equities, Derivatives, Financial Markets, Investment Banking, Emerging Markets, Investments, Hedge Funds, Capital Markets, Banking, Fixed Income, Portfolio Management, Trading, Structured Products, Structured Trade
Education
NYU Stern School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance, International Business
Universidad Anáhuac 1983 — 1987
Bachelor of Engineering (B.E.), Mechanical, Electrical
Hamilton School
Latin Trading Group 2011 - Present
BNP Paribas February 2006 - November 2009
UBS Investment Bank August 2004 - February 2006
Merrill Lynch July 2000 - August 2004
Skills
Asset Managment, Equities, Derivatives, Financial Markets, Investment Banking, Emerging Markets, Investments, Hedge Funds, Capital Markets, Banking, Fixed Income, Portfolio Management, Trading, Structured Products, Structured Trade
Education
NYU Stern School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance, International Business
Universidad Anáhuac 1983 — 1987
Bachelor of Engineering (B.E.), Mechanical, Electrical
Hamilton School
Juan Parra's Merrill Lynch Experience September 2002 - May 2005
Job Quantitative Research at Balyasny Asset Management L.P.
Industry Financial Services
Experience
Balyasny Asset Management L.P. July 2012 - Present
Citadel Investment Group June 2005 - October 2011
Merrill Lynch September 2002 - May 2005
Skills
Risk, Market Risk, Hedge Funds, Equities, Portfolio Management, Quantitative Finance, Alternative Investments, Asset Allocation, Financial Markets, Financial Risk, Hedging, Investment Strategies, Investments, Quantitative Analytics, Risk Management, Trading Systems, Valuation, Structured Products, Commodity, FX Options, Structured Finance, Bloomberg, Fund Of Funds
Education
New York University, Stern School of Business 2000 — 2002
MBA, Finance
Universidad de Los Andes 1990 — 1996
Bachelors, Industrial and Mechanical Engineering
Balyasny Asset Management L.P. July 2012 - Present
Citadel Investment Group June 2005 - October 2011
Merrill Lynch September 2002 - May 2005
Skills
Risk, Market Risk, Hedge Funds, Equities, Portfolio Management, Quantitative Finance, Alternative Investments, Asset Allocation, Financial Markets, Financial Risk, Hedging, Investment Strategies, Investments, Quantitative Analytics, Risk Management, Trading Systems, Valuation, Structured Products, Commodity, FX Options, Structured Finance, Bloomberg, Fund Of Funds
Education
New York University, Stern School of Business 2000 — 2002
MBA, Finance
Universidad de Los Andes 1990 — 1996
Bachelors, Industrial and Mechanical Engineering
Michelle Court-Reuss's Merrill Lynch Experience June 2010 - August 2010
Job
Industry Market Research
Experience
FactSet June 2015 - Present
The Futures Company January 2015 - May 2015
Permal Group June 2014 - August 2014
The Walters Art Museum January 2014 - May 2014
Empresas Carozzi S.A. June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2011 — 2014
Bachelor of Arts - University Honors
Universidad Carlos III de Madrid 2013 — 2013
International Studies
Ransom Everglades Upper School 2007 — 2011
High School Diploma
FactSet June 2015 - Present
The Futures Company January 2015 - May 2015
Permal Group June 2014 - August 2014
The Walters Art Museum January 2014 - May 2014
Empresas Carozzi S.A. June 2012 - August 2012
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2011 — 2014
Bachelor of Arts - University Honors
Universidad Carlos III de Madrid 2013 — 2013
International Studies
Ransom Everglades Upper School 2007 — 2011
High School Diploma
Gareth Crossley CFP, CRPC's Merrill Lynch Experience February 1998 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1998 - Present
United States Marine Corps May 1991 - February 1998
Skills
Certified Financial..., Wealth Preservation..., Wealth Management, Retirement Planning, Series 7, Variable Annuities, Series 63, Separately Managed..., Alternative Investments, Mutual Funds, Securities, Recruiting, Portfolio Management, Asset Management, Investments, Wealth Management...
Education
United States Naval Academy 1987 — 1991
Bachelor of Science (BS), History
Watertown high 1983 — 1987
Merrill Lynch February 1998 - Present
United States Marine Corps May 1991 - February 1998
Skills
Certified Financial..., Wealth Preservation..., Wealth Management, Retirement Planning, Series 7, Variable Annuities, Series 63, Separately Managed..., Alternative Investments, Mutual Funds, Securities, Recruiting, Portfolio Management, Asset Management, Investments, Wealth Management...
Education
United States Naval Academy 1987 — 1991
Bachelor of Science (BS), History
Watertown high 1983 — 1987
Ernesto Guerrero's Merrill Lynch Experience September 2012 - April 2013
Job Director of Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2014 - Present
Morgan Stanley May 2013 - April 2014
Merrill Lynch September 2012 - April 2013
Germany August 2010 - August 2012
HSBC April 2009 - July 2010
Bank of America May 2004 - March 2009
Skills
Banking, International Sales, Domestic Sales, Investments, Wealth Management, Finance, Portfolio Management, Financial Analysis, Credit, Financial Services, Private Banking, Risk Management, Loans, Trading, Series 7, High Net Worth..., Management, Commercial Banking, Strategy, Credit Analysis, Equities, Accounting, Relationship Management, Wealth, Mortgage Lending
Education
Universidad de Lima 1980 — 1985
Bachelor of Science (BS), Economics
Universidad de Lima
Economics
Raymond James Financial, Inc. May 2014 - Present
Morgan Stanley May 2013 - April 2014
Merrill Lynch September 2012 - April 2013
Germany August 2010 - August 2012
HSBC April 2009 - July 2010
Bank of America May 2004 - March 2009
Skills
Banking, International Sales, Domestic Sales, Investments, Wealth Management, Finance, Portfolio Management, Financial Analysis, Credit, Financial Services, Private Banking, Risk Management, Loans, Trading, Series 7, High Net Worth..., Management, Commercial Banking, Strategy, Credit Analysis, Equities, Accounting, Relationship Management, Wealth, Mortgage Lending
Education
Universidad de Lima 1980 — 1985
Bachelor of Science (BS), Economics
Universidad de Lima
Economics
Jay Jamison's Merrill Lynch Experience May 2004 - April 2005
Job Wealth Management, Medical Speciality
Industry Financial Services
Experience
SunTrust January 2015 - Present
U.S. Trust April 2009 - December 2014
Bank of America May 2005 - April 2009
Merrill Lynch May 2004 - April 2005
A. O. Smith July 2000 - April 2004
US Navy October 1992 - February 2000
US Navy June 1990 - October 1992
Skills
Leadership, Banking, Strategy, Management, Team Leadership, Navy, Credit, Financial Analysis, Strategic Planning, Data Analysis, Team Management, Wealth Management, Loans, Mortgage Lending, Business Process..., Cross-functional Team..., Organizational..., Business Strategy, Sports Coaching, Project Management
Education
The College of William and Mary 1998 — 1999
MBA
US Naval Academy 1986 — 1990
BS, Engineering
Father Ryan 1983 — 1986
SunTrust January 2015 - Present
U.S. Trust April 2009 - December 2014
Bank of America May 2005 - April 2009
Merrill Lynch May 2004 - April 2005
A. O. Smith July 2000 - April 2004
US Navy October 1992 - February 2000
US Navy June 1990 - October 1992
Skills
Leadership, Banking, Strategy, Management, Team Leadership, Navy, Credit, Financial Analysis, Strategic Planning, Data Analysis, Team Management, Wealth Management, Loans, Mortgage Lending, Business Process..., Cross-functional Team..., Organizational..., Business Strategy, Sports Coaching, Project Management
Education
The College of William and Mary 1998 — 1999
MBA
US Naval Academy 1986 — 1990
BS, Engineering
Father Ryan 1983 — 1986
Lisa Irizarry's Merrill Lynch Experience July 2009 - Present
Job Associate Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Financial Analysis, Series 7, Portfolio Management, Alternative Investments
Education
The Johns Hopkins University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Universidad de Sevilla 2008 — 2008
Yorktown High School 2001 — 2005
Merrill Lynch July 2009 - Present
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Financial Analysis, Series 7, Portfolio Management, Alternative Investments
Education
The Johns Hopkins University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Universidad de Sevilla 2008 — 2008
Yorktown High School 2001 — 2005
Fernando Padruno's Merrill Lynch Experience April 2006 - December 2008
Job VP International Financial Advisor
Industry Financial Services
Experience
Actinver Securities February 2009 - Present
Merrill Lynch April 2006 - December 2008
Maxitransfers September 2003 - December 2005
Skills
Series 63, Series 7, Investments, Financial Advisory, Strategic Financial..., Spanish, Public Relations
Education
Universidad Iberoamericana, Ciudad de México 1979 — 1983
Bachelor's degree, Business/Finance
Actinver Securities February 2009 - Present
Merrill Lynch April 2006 - December 2008
Maxitransfers September 2003 - December 2005
Skills
Series 63, Series 7, Investments, Financial Advisory, Strategic Financial..., Spanish, Public Relations
Education
Universidad Iberoamericana, Ciudad de México 1979 — 1983
Bachelor's degree, Business/Finance
Jean De La Cruz's Merrill Lynch Experience October 2012 - December 2012
Job DriveTime, Operations Advisor
Industry Automotive
Experience
DriveTime August 2014 - Present
Target November 2013 - Present
Michael Kors March 2012 - August 2013
Merrill Lynch October 2012 - December 2012
Travel Services, Inc./Destination Puerto Rico May 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bilingual, Spanish, English, Customer Service, Cashiering, Sales, Inventory Management, Microsoft Office, Social Networking, Time Management, Leadership, Outlook, Management
Education
Florida International University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Universidad de Puerto Rico 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
DriveTime August 2014 - Present
Target November 2013 - Present
Michael Kors March 2012 - August 2013
Merrill Lynch October 2012 - December 2012
Travel Services, Inc./Destination Puerto Rico May 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bilingual, Spanish, English, Customer Service, Cashiering, Sales, Inventory Management, Microsoft Office, Social Networking, Time Management, Leadership, Outlook, Management
Education
Florida International University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Universidad de Puerto Rico 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Jaime Zamudio's Merrill Lynch Experience August 2001 - December 2001
Job VP Commercial Lender at Valley National Bank
Industry Banking
Experience
Valley National Bank formerly 1st United Bank October 2003 - Present
Importcard Financial April 2002 - September 2003
Merrill Lynch August 2001 - December 2001
Skills
International Lending, Credit Analysis
Education
University of Miami - School of Business 2000 — 2001
Master of Business Administration (MBA), Corporate Finance and Investments
Universidad del Rosario 1992 — 1996
Bachelor of Science (BS), Economics
Instituto Pedagogico Nacional
Instituto Pedagogico Nacional
Valley National Bank formerly 1st United Bank October 2003 - Present
Importcard Financial April 2002 - September 2003
Merrill Lynch August 2001 - December 2001
Skills
International Lending, Credit Analysis
Education
University of Miami - School of Business 2000 — 2001
Master of Business Administration (MBA), Corporate Finance and Investments
Universidad del Rosario 1992 — 1996
Bachelor of Science (BS), Economics
Instituto Pedagogico Nacional
Instituto Pedagogico Nacional
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank