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.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Adam Haro Adam Haro's Merrill Lynch Experience 2013 - 2015
Job Financial Business Analyst
Industry Financial Services
Experience
Nationwide Insurance 2015 - Present
Merrill Lynch 2013 - 2015
TD Ameritrade February 2011 - January 2013
Education
University of Arizona 2015 — 2017
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
Nationwide Insurance 2015 - Present
Merrill Lynch 2013 - 2015
TD Ameritrade February 2011 - January 2013
Education
University of Arizona 2015 — 2017
Master of Business Administration (M.B.A.)
University of Nebraska at Omaha 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
Adam Levy, CRPC Adam Levy, CRPC's Merrill Lynch Experience December 2005 - January 2007
Job Financial Advisor Levy Investment Group at Washington Asset Management
Industry Financial Services
Experience
Washington Asset Management January 2007 - Present
Merrill Lynch December 2005 - January 2007
Skills
Investments, Wealth Management, Financial Advisory, Finance, Asset Management, Retirement Planning, Securities, Portfolio Management, Financial Services, Mutual Funds, Series 7, Investment Advisory, Financial Planning, Investment Strategies, Equities, Alternative Investments, Insurance, Asset Allocation, 401k, Life Insurance
Education
University of Arizona 2002 — 2005
B.S., Regional Development & General Business
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC)
Washington Asset Management January 2007 - Present
Merrill Lynch December 2005 - January 2007
Skills
Investments, Wealth Management, Financial Advisory, Finance, Asset Management, Retirement Planning, Securities, Portfolio Management, Financial Services, Mutual Funds, Series 7, Investment Advisory, Financial Planning, Investment Strategies, Equities, Alternative Investments, Insurance, Asset Allocation, 401k, Life Insurance
Education
University of Arizona 2002 — 2005
B.S., Regional Development & General Business
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC)
Iliyan Arnaudov Iliyan Arnaudov's Merrill Lynch Experience May 2003 - September 2003
Job Manager at Ernst & Young
Industry Financial Services
Experience
EY June 2010 - Present
Deloitte June 2007 - June 2010
University of Arizona, Eller College of Management August 2005 - April 2007
Merrill Lynch May 2003 - September 2003
Education
University of Arizona, Eller College of Management 2006 — 2007
MACC, Accounting
University of Arizona 2005 — 2006
Accounting
North Greenville College 2000 — 2003
BBA
EY June 2010 - Present
Deloitte June 2007 - June 2010
University of Arizona, Eller College of Management August 2005 - April 2007
Merrill Lynch May 2003 - September 2003
Education
University of Arizona, Eller College of Management 2006 — 2007
MACC, Accounting
University of Arizona 2005 — 2006
Accounting
North Greenville College 2000 — 2003
BBA
Andrew Sillyman Andrew Sillyman's Merrill Lynch Experience August 2009 - December 2009
Job Sales Representative at West Memphis Steel
Industry Mining & Metals
Experience
West Memphis Steel January 2014 - Present
Helena Chemical Company February 2011 - December 2013
The Commercial Appeal August 2010 - March 2011
Merrill Lynch August 2009 - December 2009
FBI February 2009 - August 2009
Memphis Convention and Visitors Bureau May 2008 - June 2008
Skills
Microsoft Excel, Access, Spanish, Analysis, PowerPoint, Strategic Planning, Financial Analysis, Research, Team Leadership, Customer Service, Critical Thinking, Sales, Forecasting, Sales Management
Education
Rhodes College 2006 — 2010
B.A., International Business
Universiteit Antwerpen 2009 — 2009
International Business, 4.0
West Memphis Steel January 2014 - Present
Helena Chemical Company February 2011 - December 2013
The Commercial Appeal August 2010 - March 2011
Merrill Lynch August 2009 - December 2009
FBI February 2009 - August 2009
Memphis Convention and Visitors Bureau May 2008 - June 2008
Skills
Microsoft Excel, Access, Spanish, Analysis, PowerPoint, Strategic Planning, Financial Analysis, Research, Team Leadership, Customer Service, Critical Thinking, Sales, Forecasting, Sales Management
Education
Rhodes College 2006 — 2010
B.A., International Business
Universiteit Antwerpen 2009 — 2009
International Business, 4.0
T. Michael Johns T. Michael Johns's Merrill Lynch Experience 1982 - 1988
Job CFO Victory Worship Center, Vice President at AGCAA National
Industry Nonprofit Organization Management
Experience
Victory Worship Center September 2013 - Present
Victory Worship Center April 1998 - Present
AGCAA July 2015 - Present
AGCAA July 2013 - July 2015
Professional associates Realty 1988 - 1998
Merrill Lynch 1982 - 1988
Skills
Customer Service, Tessitura, Volunteer Management, Event Planning, PowerPoint, Volunteer Recruiting, Microsoft Word, Real Estate, Nonprofits, Fundraising, Social Media, Public Speaking, Community Outreach, Social Media Marketing, Budgets, Finance, Training, Leadership
Education
University of Arizona 1977 — 1980
Business Administration and Management, General
University of Arizona
Victory Worship Center September 2013 - Present
Victory Worship Center April 1998 - Present
AGCAA July 2015 - Present
AGCAA July 2013 - July 2015
Professional associates Realty 1988 - 1998
Merrill Lynch 1982 - 1988
Skills
Customer Service, Tessitura, Volunteer Management, Event Planning, PowerPoint, Volunteer Recruiting, Microsoft Word, Real Estate, Nonprofits, Fundraising, Social Media, Public Speaking, Community Outreach, Social Media Marketing, Budgets, Finance, Training, Leadership
Education
University of Arizona 1977 — 1980
Business Administration and Management, General
University of Arizona
Nick Ravden Nick Ravden's Merrill Lynch Experience April 2005 - October 2008
Job Director, Client Advisor and Portfolio Manager at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth April 2014 - Present
Finch's Bistro and Wine Bar January 2011 - May 2015
University of Southern California 2013 - 2015
University of Southern California 2013 - 2015
Bank of America Merrill Lynch January 2012 - April 2014
University of Southern California 2013 - 2014
Morgan Stanley Smith Barney December 2010 - December 2011
Direct Access Partners December 2008 - October 2010
Merrill Lynch April 2005 - October 2008
UBS Investment Bank October 2001 - April 2005
Skills
Financial Goals, Series 7, Equities, Securities Lending, Portfolio Management, Bonds, Derivatives, Securities, Fixed Income, Bloomberg, Settlement, Alternative Investments, Hedge Funds, Investments, Finance, ETFs, Trading, Series 63, Mutual Funds, Capital Markets, Equity Trading, Asset Allocation, Wealth Management, Prime Brokerage, Swaps, Investment Strategies, Investment Advisory, Bloomberg Terminal, Financial Markets, Asset Management, Trading Systems, Valuation
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA), Investment Analysis and Portfolio Management; Entrepreneurship
University of Arizona 1996 — 2000
B.S., Finance
Boston Private Wealth April 2014 - Present
Finch's Bistro and Wine Bar January 2011 - May 2015
University of Southern California 2013 - 2015
University of Southern California 2013 - 2015
Bank of America Merrill Lynch January 2012 - April 2014
University of Southern California 2013 - 2014
Morgan Stanley Smith Barney December 2010 - December 2011
Direct Access Partners December 2008 - October 2010
Merrill Lynch April 2005 - October 2008
UBS Investment Bank October 2001 - April 2005
Skills
Financial Goals, Series 7, Equities, Securities Lending, Portfolio Management, Bonds, Derivatives, Securities, Fixed Income, Bloomberg, Settlement, Alternative Investments, Hedge Funds, Investments, Finance, ETFs, Trading, Series 63, Mutual Funds, Capital Markets, Equity Trading, Asset Allocation, Wealth Management, Prime Brokerage, Swaps, Investment Strategies, Investment Advisory, Bloomberg Terminal, Financial Markets, Asset Management, Trading Systems, Valuation
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA), Investment Analysis and Portfolio Management; Entrepreneurship
University of Arizona 1996 — 2000
B.S., Finance
Liz Kuehn Liz Kuehn's Merrill Lynch Experience April 2001 - June 2002
Job Finance Manager Internet of Things Group at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation October 2014 - Present
Intel Corporation February 2013 - October 2014
Intel Corporation February 2012 - February 2013
Intel Corporation June 2009 - February 2012
Intel March 2009 - June 2009
Intel March 2008 - March 2009
Intel June 2004 - March 2008
Intel January 2003 - June 2004
Goldman Sachs June 2002 - August 2002
Merrill Lynch April 2001 - June 2002
Skills
Forecasting, Budgeting, Planning, PnL Management, Revenue
Education
University of Arizona 1999 — 2002
BS-Business Administration, Finance
Appleton West High School 1995 — 1999
High School Diploma
Intel Corporation October 2014 - Present
Intel Corporation February 2013 - October 2014
Intel Corporation February 2012 - February 2013
Intel Corporation June 2009 - February 2012
Intel March 2009 - June 2009
Intel March 2008 - March 2009
Intel June 2004 - March 2008
Intel January 2003 - June 2004
Goldman Sachs June 2002 - August 2002
Merrill Lynch April 2001 - June 2002
Skills
Forecasting, Budgeting, Planning, PnL Management, Revenue
Education
University of Arizona 1999 — 2002
BS-Business Administration, Finance
Appleton West High School 1995 — 1999
High School Diploma
Billy Day Billy Day's Merrill Lynch Experience June 2012 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Altria June 2010 - June 2012
Altria May 2009 - June 2010
Skills
Sales Management, Sales Presentations, Account Management, Sales, Marketing, Wealth Management, Finance, Salesforce.com, Investment Advisory, Leadership, Networking, Competitive Analysis, Cold Calling, Entrepreneurship, Financial Analysis
Education
University of Arizona 2006 — 2010
Bachelor's Degree, Finance & Entrepreneurship
Merrill Lynch June 2012 - Present
Altria June 2010 - June 2012
Altria May 2009 - June 2010
Skills
Sales Management, Sales Presentations, Account Management, Sales, Marketing, Wealth Management, Finance, Salesforce.com, Investment Advisory, Leadership, Networking, Competitive Analysis, Cold Calling, Entrepreneurship, Financial Analysis
Education
University of Arizona 2006 — 2010
Bachelor's Degree, Finance & Entrepreneurship
Travis Guterman Travis Guterman's Merrill Lynch Experience June 2010 - August 2010
Job Equity Reconciliation at Trust Company of the West
Industry Financial Services
Experience
Trust Company of the West November 2013 - Present
JRK Property Holdings June 2012 - August 2012
Cassidy Turley June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Analysis, Marketing, Investments, Equity Reconciliation, Financial Analysis, Social Media Marketing, Leadership, Social Media, PowerPoint, Social Networking
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Agricultural Economics and Management, Honors, Magna Cum Laude
Trust Company of the West November 2013 - Present
JRK Property Holdings June 2012 - August 2012
Cassidy Turley June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Analysis, Marketing, Investments, Equity Reconciliation, Financial Analysis, Social Media Marketing, Leadership, Social Media, PowerPoint, Social Networking
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Agricultural Economics and Management, Honors, Magna Cum Laude
Thomas Palomares Thomas Palomares's Merrill Lynch Experience May 1993 - July 1995
Job
Industry Food & Beverages
Experience
TMO, Inc. Taco Bron Restaurants April 1997 - Present
IBIC: international Business & Investments Consulting January 1980 - March 1997
Merrill Lynch May 1993 - July 1995
Prudential Financial January 1988 - May 1993
Pima County Planning & Development May 1985 - February 1988
Century 21 Ricky Rarick Realty January 1980 - December 1985
Skills
Microsoft Office, Management, Research, Sales, Leadership, Training, Marketing Strategy, Negotiation, Public Relations
Education
University of Arizona 1976 — 1980
Business Administration and Management, General
Temple City High School 1974 — 1976
High School Graduate, General Studies
Institutions Chapultepec 1962 — 1974
General studies, Primary & Secondary Education
TMO, Inc. Taco Bron Restaurants April 1997 - Present
IBIC: international Business & Investments Consulting January 1980 - March 1997
Merrill Lynch May 1993 - July 1995
Prudential Financial January 1988 - May 1993
Pima County Planning & Development May 1985 - February 1988
Century 21 Ricky Rarick Realty January 1980 - December 1985
Skills
Microsoft Office, Management, Research, Sales, Leadership, Training, Marketing Strategy, Negotiation, Public Relations
Education
University of Arizona 1976 — 1980
Business Administration and Management, General
Temple City High School 1974 — 1976
High School Graduate, General Studies
Institutions Chapultepec 1962 — 1974
General studies, Primary & Secondary Education
Elliot Koontz Elliot Koontz's Merrill Lynch Experience August 2009 - December 2009
Job Account Manager at Nu Flow Technologies Inc.
Industry Consumer Services
Experience
Nu Flow Technologies Inc. September 2014 - Present
Script to Screen, Inc. October 2010 - July 2014
Commercial Retail Advisors, Inc. January 2010 - May 2010
UA Foundation August 2009 - May 2010
Merrill Lynch August 2009 - December 2009
Skills
Marketing Strategy, Communication, Business Development, Advertising, Research, Client Relations Skills, Lead Generation, Market Research, Strategic Planning, Brand Development, Strategic Partnerships, Direct Response..., Brand Awareness, Sales Process, Entrepreneurship, B2B, Salesforce.com, New Business Development, Marketing
Education
University of Arizona 2006 — 2010
Bachelors of Science, Regional Development and Business
Corona Del Mar High School 2002 — 2006
Nu Flow Technologies Inc. September 2014 - Present
Script to Screen, Inc. October 2010 - July 2014
Commercial Retail Advisors, Inc. January 2010 - May 2010
UA Foundation August 2009 - May 2010
Merrill Lynch August 2009 - December 2009
Skills
Marketing Strategy, Communication, Business Development, Advertising, Research, Client Relations Skills, Lead Generation, Market Research, Strategic Planning, Brand Development, Strategic Partnerships, Direct Response..., Brand Awareness, Sales Process, Entrepreneurship, B2B, Salesforce.com, New Business Development, Marketing
Education
University of Arizona 2006 — 2010
Bachelors of Science, Regional Development and Business
Corona Del Mar High School 2002 — 2006
Joshua Clifford Joshua Clifford's Merrill Lynch Experience September 2009 - December 2009
Job Senior Finance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - Present
LPL Financial August 2012 - March 2014
Bainbridge Capital September 2011 - July 2012
Merrill Lynch September 2009 - December 2009
Skills
Corporate Finance, Finance, Capital Markets, Private Equity, Financial Modeling, Portfolio Management, Analysis, Financial Reporting, Mergers & Acquisitions, Business Analysis, Business Strategy, Credit Analysis, Deal Sourcing, Banking, Energy, Valuation, Credit, Industry Analysis, Internet Research, Business Management, Business Process, Personal Finance, Quantitative Finance, Marketing Research, Industry Research, Corporate Communications, Managing Employees, Logistics
Education
University of Arizona 2010 — 2011
Master of Science (MS), Management with a Concentration in Finance
University of Arizona 2006 — 2010
Bachelor of Science (BS), Finance
LPL Financial April 2014 - Present
LPL Financial August 2012 - March 2014
Bainbridge Capital September 2011 - July 2012
Merrill Lynch September 2009 - December 2009
Skills
Corporate Finance, Finance, Capital Markets, Private Equity, Financial Modeling, Portfolio Management, Analysis, Financial Reporting, Mergers & Acquisitions, Business Analysis, Business Strategy, Credit Analysis, Deal Sourcing, Banking, Energy, Valuation, Credit, Industry Analysis, Internet Research, Business Management, Business Process, Personal Finance, Quantitative Finance, Marketing Research, Industry Research, Corporate Communications, Managing Employees, Logistics
Education
University of Arizona 2010 — 2011
Master of Science (MS), Management with a Concentration in Finance
University of Arizona 2006 — 2010
Bachelor of Science (BS), Finance
Marek Smolinski Marek Smolinski's Merrill Lynch Experience January 2014 - Present
Job Merrill Edge
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
David Schweikert 2013 - 2013
Skills
Mutual Funds, Investments, Securities, Management, Investment Strategies
Education
University of Arizona 2007 — 2011
Economics
Merrill Lynch January 2014 - Present
David Schweikert 2013 - 2013
Skills
Mutual Funds, Investments, Securities, Management, Investment Strategies
Education
University of Arizona 2007 — 2011
Economics
Kristen Kearney Kristen Kearney's Merrill Lynch Experience May 2013 - August 2013
Job Marketing and Event Coordinator at Scottsdale Convention & Visitors Bureau
Industry Marketing and Advertising
Experience
Scottsdale Convention & Visitors Bureau June 2015 - Present
Scottsdale Convention & Visitors Bureau June 2012 - January 2015
R-Entertainment May 2014 - August 2014
Metropolitan Tucson Convention and Visitors Bureau August 2013 - January 2014
Merrill Lynch May 2013 - August 2013
Skills
Social Media, Event Planning, Facebook, PowerPoint, Social Networking, Microsoft Excel, Marketing, Time Management, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Teamwork, Leadership
Education
University of Arizona 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Xavier College Preparatory 2007 — 2011
High School
Scottsdale Convention & Visitors Bureau June 2015 - Present
Scottsdale Convention & Visitors Bureau June 2012 - January 2015
R-Entertainment May 2014 - August 2014
Metropolitan Tucson Convention and Visitors Bureau August 2013 - January 2014
Merrill Lynch May 2013 - August 2013
Skills
Social Media, Event Planning, Facebook, PowerPoint, Social Networking, Microsoft Excel, Marketing, Time Management, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Teamwork, Leadership
Education
University of Arizona 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Xavier College Preparatory 2007 — 2011
High School
Lynne Tucker Rodman Lynne Tucker Rodman's Merrill Lynch Experience 1980 - 1982
Job Office Management Support
Industry Accounting
Experience
Hirsch Greenberg Accounting, Ltd. 2011 - Present
Oak Park Temple 2000 - Present
U.S. Department of Commerce, Census Bureau 2009 - 2010
R.J.O'Brien and Associates, LLC 2008 - 2008
The Dowd Wescott Group Division of MF 1984 - 2007
Rufenacht, Bromagen and Hertz 1982 - 1984
Merrill Lynch 1980 - 1982
Skills
Customer Relations, Partnership Retention, Compliance, Community Outreach, Recruitment, Brokerage Operations..., Networking, Management, Employee Relations, Accounting, Team Building, Quality Assurance, Time Management, Customer Retention, Recruiting, Customer Service, Interviews, Staff Development, Project Management, Social Media, Analysis, Nonprofits, Public Speaking, Budgets, Training, Partnerships, Leadership, Employee Training, Team Leadership
Education
Triton College
Accounting
University of Arizona
B.S., Agricultural Economics
Niles North
Hirsch Greenberg Accounting, Ltd. 2011 - Present
Oak Park Temple 2000 - Present
U.S. Department of Commerce, Census Bureau 2009 - 2010
R.J.O'Brien and Associates, LLC 2008 - 2008
The Dowd Wescott Group Division of MF 1984 - 2007
Rufenacht, Bromagen and Hertz 1982 - 1984
Merrill Lynch 1980 - 1982
Skills
Customer Relations, Partnership Retention, Compliance, Community Outreach, Recruitment, Brokerage Operations..., Networking, Management, Employee Relations, Accounting, Team Building, Quality Assurance, Time Management, Customer Retention, Recruiting, Customer Service, Interviews, Staff Development, Project Management, Social Media, Analysis, Nonprofits, Public Speaking, Budgets, Training, Partnerships, Leadership, Employee Training, Team Leadership
Education
Triton College
Accounting
University of Arizona
B.S., Agricultural Economics
Niles North
Erin Feeney's Merrill Lynch Experience March 2006 - June 2006
Job Content Editor at McMurry
Industry Publishing
Experience
McMurry October 2011 - Present
McMurry October 2010 - October 2011
The Art Institute of Phoenix April 2009 - October 2010
CB Richard Ellis August 2006 - August 2007
Merrill Lynch March 2006 - June 2006
Skills
Online Advertising, Public Relations, Content Strategy, Microsoft Office, Marketing Strategy, Magazines, Social Media, Editing, Newsletters, Publishing, Sales, Social Media Marketing, Marketing, Email Marketing, Marketing Communications, Publications, Advertising, Account Management, Content Marketing
Education
University of Arizona
BA, Journalism
McMurry October 2011 - Present
McMurry October 2010 - October 2011
The Art Institute of Phoenix April 2009 - October 2010
CB Richard Ellis August 2006 - August 2007
Merrill Lynch March 2006 - June 2006
Skills
Online Advertising, Public Relations, Content Strategy, Microsoft Office, Marketing Strategy, Magazines, Social Media, Editing, Newsletters, Publishing, Sales, Social Media Marketing, Marketing, Email Marketing, Marketing Communications, Publications, Advertising, Account Management, Content Marketing
Education
University of Arizona
BA, Journalism
Nathan Parmelee Nathan Parmelee's Merrill Lynch Experience October 2010 - January 2011
Job Marketing & Talent Director
Industry Entertainment
Experience
Redding Civic Auditorium January 2013 - Present
Record Searchlight DATE Magazine September 2011 - January 2013
Juneau Empire January 2011 - August 2011
Merrill Lynch October 2010 - January 2011
Morgan Stanley Smith Barney January 2010 - October 2010
Residential Mortgage, LLC September 2007 - January 2010
Juneau Empire January 2007 - August 2007
Juneau Empire July 1999 - December 2006
Skills
Consultative Sales..., Mobile Advertising, Online Advertising, Advertising Management, Print Advertising Sales, Search Engine Marketing, Loan Origination, Advertising, SEM, Public Relations, Press Releases, Sales, Social Media, Marketing, Sales Management, Customer Service, Advertising Sales, Marketing Strategy, Management, Email Marketing, CRM, Social Networking, Online Marketing, Creative Direction, Lead Generation, Facebook, Digital Media, SEO, Social Media Marketing, Direct Marketing, Media Relations, Media Planning, Media Buying, Google Analytics, Newsletters, Digital Marketing
Education
University of Alaska Southeast 1995 — 1997
Art & Communications Emphasis, Liberal Arts
Bossier College 1992 — 1995
General Studies
Redding Civic Auditorium January 2013 - Present
Record Searchlight DATE Magazine September 2011 - January 2013
Juneau Empire January 2011 - August 2011
Merrill Lynch October 2010 - January 2011
Morgan Stanley Smith Barney January 2010 - October 2010
Residential Mortgage, LLC September 2007 - January 2010
Juneau Empire January 2007 - August 2007
Juneau Empire July 1999 - December 2006
Skills
Consultative Sales..., Mobile Advertising, Online Advertising, Advertising Management, Print Advertising Sales, Search Engine Marketing, Loan Origination, Advertising, SEM, Public Relations, Press Releases, Sales, Social Media, Marketing, Sales Management, Customer Service, Advertising Sales, Marketing Strategy, Management, Email Marketing, CRM, Social Networking, Online Marketing, Creative Direction, Lead Generation, Facebook, Digital Media, SEO, Social Media Marketing, Direct Marketing, Media Relations, Media Planning, Media Buying, Google Analytics, Newsletters, Digital Marketing
Education
University of Alaska Southeast 1995 — 1997
Art & Communications Emphasis, Liberal Arts
Bossier College 1992 — 1995
General Studies
Doug Haynes Doug Haynes's Merrill Lynch Experience August 1993 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1993 - Present
Skills
Investments, Retirement Planning, Wealth Management, Financial Planners, Investment Advisory, Portfolio Management, Financial Planning, Mutual Funds
Education
University of Phoenix
Master of Business Administration (MBA)
University of Arizona 1984 — 1988
Bachelor of Science (BS), Electrical and Electronics Engineering
Amphitheater High School
Merrill Lynch August 1993 - Present
Skills
Investments, Retirement Planning, Wealth Management, Financial Planners, Investment Advisory, Portfolio Management, Financial Planning, Mutual Funds
Education
University of Phoenix
Master of Business Administration (MBA)
University of Arizona 1984 — 1988
Bachelor of Science (BS), Electrical and Electronics Engineering
Amphitheater High School
Kenny Frank Kenny Frank's Merrill Lynch Experience January 2012 - June 2013
Job Account Manager at Knight Transportation
Industry Internet
Experience
Knight Transportation April 2015 - Present
Digital Caddies, Inc. May 2014 - March 2015
Digital Caddies, Inc. July 2013 - May 2014
Merrill Lynch January 2012 - June 2013
Western Emulsions 2008 - 2011
Skills
Direct Sales, Series 7, Series 66, Salesforce.com, Cold Calling, Sales, New Business Development, Relationship Management, Team Building, Strategic Planning, Management, Uniform Combined State..., Budgets, Sales Operations
Education
University of Arizona 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Enterprise High School 1999 — 2003
Knight Transportation April 2015 - Present
Digital Caddies, Inc. May 2014 - March 2015
Digital Caddies, Inc. July 2013 - May 2014
Merrill Lynch January 2012 - June 2013
Western Emulsions 2008 - 2011
Skills
Direct Sales, Series 7, Series 66, Salesforce.com, Cold Calling, Sales, New Business Development, Relationship Management, Team Building, Strategic Planning, Management, Uniform Combined State..., Budgets, Sales Operations
Education
University of Arizona 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Enterprise High School 1999 — 2003
Elizabeth (Mearsheimer) Branchflower Elizabeth (Mearsheimer) Branchflower's Merrill Lynch Experience August 2010 - April 2012
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital January 2014 - Present
Morgan Stanley Wealth Management April 2012 - August 2013
Merrill Lynch August 2010 - April 2012
Merrill Lynch June 2008 - August 2010
Skills
Series 7, Series 63, Customer Retention, Portfolio Management, Financial Analysis, Wealth Management, Customer Service, Financial Modeling, Finance, Risk Management, Forecasting, Outlook, Marketing, Competitive Analysis, Management, Strategy, Analytics
Education
University of Arizona 2004 — 2008
Bachelors, Business Management
Personal Capital January 2014 - Present
Morgan Stanley Wealth Management April 2012 - August 2013
Merrill Lynch August 2010 - April 2012
Merrill Lynch June 2008 - August 2010
Skills
Series 7, Series 63, Customer Retention, Portfolio Management, Financial Analysis, Wealth Management, Customer Service, Financial Modeling, Finance, Risk Management, Forecasting, Outlook, Marketing, Competitive Analysis, Management, Strategy, Analytics
Education
University of Arizona 2004 — 2008
Bachelors, Business Management
Blake Leeds Blake Leeds's Merrill Lynch Experience May 2012 - August 2012
Job Affiliate Marketing Associate at HomeAdvisor
Industry Banking
Experience
HomeAdvisor April 2015 - Present
Square 1 Bank August 2013 - April 2015
Leeds & Ross Condominium Venture May 2012 - July 2013
Joels Bistro August 2010 - May 2013
Merrill Lynch May 2012 - August 2012
Mitigo Partners, Inc. May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Team Leadership, Communication Skills, Time Management, Customer Service, Financial Analysis, Analysis, Finance, Data Analysis, Portfolio Management, Leadership, Management, Marketing, Microsoft Office, Social Media
Education
University of Arizona 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Torrey Pines High School 2005 — 2009
HomeAdvisor April 2015 - Present
Square 1 Bank August 2013 - April 2015
Leeds & Ross Condominium Venture May 2012 - July 2013
Joels Bistro August 2010 - May 2013
Merrill Lynch May 2012 - August 2012
Mitigo Partners, Inc. May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Team Leadership, Communication Skills, Time Management, Customer Service, Financial Analysis, Analysis, Finance, Data Analysis, Portfolio Management, Leadership, Management, Marketing, Microsoft Office, Social Media
Education
University of Arizona 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Torrey Pines High School 2005 — 2009
Paola Becerril Paola Becerril's Merrill Lynch Experience January 2010 - May 2010
Job Procurement Professional at M3 Engineering & Technology
Industry Marketing and Advertising
Experience
M3 Engineering & Technology June 2011 - Present
M3 Engineering & Technology January 2011 - May 2011
M3 Engineering & Technology September 2010 - December 2010
Merrill Lynch January 2010 - May 2010
TR Realty & Investments, LLC October 2003 - May 2010
Skills
Procurement, Marketing, Purchasing Processes, Management, Leadership, Project Closeout, Microsoft Office, Analysis, Spanish, Advertising, PowerPoint, Microsoft Excel, Microsoft Word, Public Relations, Research, Negotiation, Marketing Communications, Microsoft Dynamics, Adobe Acrobat, Strategic Communications, Spanish-speaking, Social Media
Education
University of Arizona 2006 — 2010
Bachelor of Science in Business Administration, Marketing
M3 Engineering & Technology June 2011 - Present
M3 Engineering & Technology January 2011 - May 2011
M3 Engineering & Technology September 2010 - December 2010
Merrill Lynch January 2010 - May 2010
TR Realty & Investments, LLC October 2003 - May 2010
Skills
Procurement, Marketing, Purchasing Processes, Management, Leadership, Project Closeout, Microsoft Office, Analysis, Spanish, Advertising, PowerPoint, Microsoft Excel, Microsoft Word, Public Relations, Research, Negotiation, Marketing Communications, Microsoft Dynamics, Adobe Acrobat, Strategic Communications, Spanish-speaking, Social Media
Education
University of Arizona 2006 — 2010
Bachelor of Science in Business Administration, Marketing
William Mayback Jr William Mayback Jr's Merrill Lynch Experience April 2012 - October 2012
Job Business Consultant at Meteorix
Industry Computer Software
Experience
Meteorix October 2014 - Present
Meteorix July 2013 - October 2014
FeedsMore May 2013 - July 2013
The Starter League March 2013 - June 2013
Merrill Lynch April 2012 - October 2012
Merrill Lynch September 2010 - April 2012
Vanguard January 2010 - September 2010
Vanguard July 2008 - September 2010
Vanguard January 2009 - January 2010
Vanguard October 2008 - January 2009
Skills
Series 7, Data Analysis, Ruby on Rails, Performance Metrics, Wealth Management, Equity Trading, Operational Efficiency, Investment Strategies, Retirement Planning, Relationship Management, Investment Advisory, DMAIC, Saving for Education, Risk Management, Series 63, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Series 65, IRAs, Investments, Equity Derivatives, Fixed Income Strategies, Bond Markets, Cost Efficiency, Financial Services, Equities, Trading
Education
University of Arizona 2002 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
University of Arizona 2002 — 2007
B.A, Communication and Media Studies
NTHS 1998 — 2002
Meteorix October 2014 - Present
Meteorix July 2013 - October 2014
FeedsMore May 2013 - July 2013
The Starter League March 2013 - June 2013
Merrill Lynch April 2012 - October 2012
Merrill Lynch September 2010 - April 2012
Vanguard January 2010 - September 2010
Vanguard July 2008 - September 2010
Vanguard January 2009 - January 2010
Vanguard October 2008 - January 2009
Skills
Series 7, Data Analysis, Ruby on Rails, Performance Metrics, Wealth Management, Equity Trading, Operational Efficiency, Investment Strategies, Retirement Planning, Relationship Management, Investment Advisory, DMAIC, Saving for Education, Risk Management, Series 63, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Series 65, IRAs, Investments, Equity Derivatives, Fixed Income Strategies, Bond Markets, Cost Efficiency, Financial Services, Equities, Trading
Education
University of Arizona 2002 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
University of Arizona 2002 — 2007
B.A, Communication and Media Studies
NTHS 1998 — 2002
Andrew Pogue's Merrill Lynch Experience 2007 - 2007
Job Accenture Strategy
Industry Management Consulting
Experience
Accenture February 2011 - Present
Brown & Brown July 2009 - February 2011
Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Risk Management, Human Resources, Management Consulting, Business Analysis, Financial Modeling, Finance, Analysis, Training, Process Improvement, Business Strategy, Investments, Strategy, Internal Audit, Outsourcing, Business Process...
Education
University of Arizona, Eller College of Management 2005 — 2009
Finance
Accenture February 2011 - Present
Brown & Brown July 2009 - February 2011
Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Risk Management, Human Resources, Management Consulting, Business Analysis, Financial Modeling, Finance, Analysis, Training, Process Improvement, Business Strategy, Investments, Strategy, Internal Audit, Outsourcing, Business Process...
Education
University of Arizona, Eller College of Management 2005 — 2009
Finance
Bob Iglehart's Merrill Lynch Experience 2002 - August 2011
Job Senior Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2011 - Present
Merrill Lynch 2002 - August 2011
Wells Fargo Advisors 1992 - 2002
Education
University of Arizona 1981 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Westwood High School
RBC Wealth Management August 2011 - Present
Merrill Lynch 2002 - August 2011
Wells Fargo Advisors 1992 - 2002
Education
University of Arizona 1981 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Westwood High School
Samantha Wilker Samantha Wilker's Merrill Lynch Experience January 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
GoDaddy.com December 2009 - June 2010
Verizon October 2006 - October 2008
Quicken Loans September 2004 - March 2006
Skills
Sales Management, Personal Finance, Portfolio Management, Investments, Mortgage Lending, Strategic Financial..., Financial Analysis, Financial Planning, Fixed Annuities, Leadership, Management, Retirement, Retirement Planning, Series 7
Education
University of Arizona 2000 — 2004
Communication, Business
Merrill Lynch January 2011 - Present
GoDaddy.com December 2009 - June 2010
Verizon October 2006 - October 2008
Quicken Loans September 2004 - March 2006
Skills
Sales Management, Personal Finance, Portfolio Management, Investments, Mortgage Lending, Strategic Financial..., Financial Analysis, Financial Planning, Fixed Annuities, Leadership, Management, Retirement, Retirement Planning, Series 7
Education
University of Arizona 2000 — 2004
Communication, Business
Debra J. Callaway Debra J. Callaway's Merrill Lynch Experience February 1997 - March 1998
Job Principal/Agent/Financial Planner
Industry Financial Services
Experience
Callaway & Associates July 2012 - Present
Callaway & Associates May 2012 - Present
Morgan Stanley Smith Barney January 1998 - June 2010
Merrill Lynch February 1997 - March 1998
Skills
Customer Service, Insurance, Leadership, Small Business, Strategic Financial..., Strategic Planning, Management, Fixed Annuities, Finance, Team Building, Wealth Management, Investments, Financial Advisory, Retirement, Long-term Care, Retirement Planning, Term Life Insurance, Life Insurance, Social Networking, Marketing, Disability Insurance, Event Planning, Health Insurance, Financial Services, Public Speaking, Wealth
Education
University of Arizona 1974 — 1978
MBA, Business Admin
Callaway & Associates July 2012 - Present
Callaway & Associates May 2012 - Present
Morgan Stanley Smith Barney January 1998 - June 2010
Merrill Lynch February 1997 - March 1998
Skills
Customer Service, Insurance, Leadership, Small Business, Strategic Financial..., Strategic Planning, Management, Fixed Annuities, Finance, Team Building, Wealth Management, Investments, Financial Advisory, Retirement, Long-term Care, Retirement Planning, Term Life Insurance, Life Insurance, Social Networking, Marketing, Disability Insurance, Event Planning, Health Insurance, Financial Services, Public Speaking, Wealth
Education
University of Arizona 1974 — 1978
MBA, Business Admin
Brett Davalos Brett Davalos's Merrill Lynch Experience February 2010 - April 2010
Job Wealth Management Adviser at Peninsula Wealth, LLC
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - July 2011
Merrill Lynch February 2010 - April 2010
Wells Fargo Investments August 2009 - February 2010
Merrill Lynch August 2008 - February 2009
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Management, Asset Allocation, Financial Planning, Investment Strategies, Financial Advisory, Investment Advisory
Education
University of Arizona
Economics, Economics and Business
El Cerrito High School
Morgan Stanley Smith Barney April 2010 - July 2011
Merrill Lynch February 2010 - April 2010
Wells Fargo Investments August 2009 - February 2010
Merrill Lynch August 2008 - February 2009
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Management, Asset Allocation, Financial Planning, Investment Strategies, Financial Advisory, Investment Advisory
Education
University of Arizona
Economics, Economics and Business
El Cerrito High School
Paul Blease Paul Blease's Merrill Lynch Experience 1988 - 1998
Job Director of CEO Advisor Institute at Oppenheimer Funds
Industry Financial Services
Experience
Oppenheimer Funds November 2011 - Present
Morgan Stanley Smith Barney September 2010 - December 2011
Citigroup Smith Barney November 1998 - June 2009
Merrill Lynch 1988 - 1998
Principal Financial Group 1980 - 1988
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Securities, Asset Managment, Investment Management, Wealth Management..., Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Financial Planners, Leadership Development, Equities, Financial Services, Leadership, Separately Managed..., Series 65, Practice Management, Relationship Management, Team Building, Management, Strategy, Consulting, Asset Management, Financial Planning
Education
University of Arizona 1973 — 1977
Oppenheimer Funds November 2011 - Present
Morgan Stanley Smith Barney September 2010 - December 2011
Citigroup Smith Barney November 1998 - June 2009
Merrill Lynch 1988 - 1998
Principal Financial Group 1980 - 1988
Skills
Wealth Management, Investments, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Securities, Asset Managment, Investment Management, Wealth Management..., Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Financial Planners, Leadership Development, Equities, Financial Services, Leadership, Separately Managed..., Series 65, Practice Management, Relationship Management, Team Building, Management, Strategy, Consulting, Asset Management, Financial Planning
Education
University of Arizona 1973 — 1977
Courtney Groves's Merrill Lynch Experience January 2011 - May 2011
Job Aircraft Account Manager at Jet Edge International
Industry Airlines/Aviation
Experience
Jet Edge International June 2015 - Present
Jet Edge International November 2013 - Present
FactSet Research Systems July 2012 - September 2013
The University of Arizona January 2013 - April 2013
Eller College Student Council September 2008 - May 2012
Merrill Lynch January 2011 - May 2011
American Alzheimer's Association October 2009 - January 2010
Terri Reck Piano Instruction January 2007 - August 2008
HUMMINGBIRD MUSIC CAMP July 2004 - July 2008
Skills
Fluency in Microsoft..., Budgets, Finance, Organization, Management, PowerPoint, Microsoft Excel, Access, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Time Management, Leadership, Research, Outlook, FactSet, Spanish, Data Analysis, Portfolio Management, Market Research, Sales, Financial Analysis, Team Leadership, Financial Services, Analytics, Social Networking, Marketing, French, VMS, Business Analysis, Social Media, Entrepreneurship, Business Development, Team Building, Project Management, Teamwork, CRM, Business Strategy
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Spanish Minor
Eller Global Cohort, China Study Abroad Program 2010 — 2010
Finance, Finance, Global Business
Jet Edge International June 2015 - Present
Jet Edge International November 2013 - Present
FactSet Research Systems July 2012 - September 2013
The University of Arizona January 2013 - April 2013
Eller College Student Council September 2008 - May 2012
Merrill Lynch January 2011 - May 2011
American Alzheimer's Association October 2009 - January 2010
Terri Reck Piano Instruction January 2007 - August 2008
HUMMINGBIRD MUSIC CAMP July 2004 - July 2008
Skills
Fluency in Microsoft..., Budgets, Finance, Organization, Management, PowerPoint, Microsoft Excel, Access, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Time Management, Leadership, Research, Outlook, FactSet, Spanish, Data Analysis, Portfolio Management, Market Research, Sales, Financial Analysis, Team Leadership, Financial Services, Analytics, Social Networking, Marketing, French, VMS, Business Analysis, Social Media, Entrepreneurship, Business Development, Team Building, Project Management, Teamwork, CRM, Business Strategy
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Spanish Minor
Eller Global Cohort, China Study Abroad Program 2010 — 2010
Finance, Finance, Global Business
Frank Willis Frank Willis's Merrill Lynch Experience June 2011 - August 2011
Job Intern at UBS
Industry Management Consulting
Experience
UBS April 2012 - Present
Merrill Lynch June 2011 - August 2011
Palos Verdes Beach Club April 2008 - January 2009
Education
University of Arizona 2008 — 2012
Palos Verdes High School
UBS April 2012 - Present
Merrill Lynch June 2011 - August 2011
Palos Verdes Beach Club April 2008 - January 2009
Education
University of Arizona 2008 — 2012
Palos Verdes High School
Edwin (Ted) Read Edwin (Ted) Read's Merrill Lynch Experience February 1966 - September 1976
Job Retired Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1976 - Present
Morgan Stanley Smith Barney October 1976 - July 2012
Morgan Stanley Smith Barney October 1976 - July 2012
Merrill Lynch February 1966 - September 1976
US Navy 1962 - 1965
Education
University of Arizona 1958 — 1962
Bachelor of Science, Finance, General
Morgan Stanley Smith Barney October 1976 - Present
Morgan Stanley Smith Barney October 1976 - July 2012
Morgan Stanley Smith Barney October 1976 - July 2012
Merrill Lynch February 1966 - September 1976
US Navy 1962 - 1965
Education
University of Arizona 1958 — 1962
Bachelor of Science, Finance, General
Marc Joiner Marc Joiner's Merrill Lynch Experience May 2008 - September 2008
Job Outside Sales Rep Account Executive at Medisca
Industry Computer Software
Experience
Medisca February 2013 - Present
TopLine Strategies January 2011 - September 2012
Brown and Brown Insurance July 2010 - December 2011
Merrill Lynch May 2008 - September 2008
March of Dimes June 2002 - May 2006
Education
University of Arizona 2006 — 2010
Bachelor of Sciences, Business Economics
Medisca February 2013 - Present
TopLine Strategies January 2011 - September 2012
Brown and Brown Insurance July 2010 - December 2011
Merrill Lynch May 2008 - September 2008
March of Dimes June 2002 - May 2006
Education
University of Arizona 2006 — 2010
Bachelor of Sciences, Business Economics
Fred Savel Fred Savel's Merrill Lynch Experience April 1983 - December 1987
Job Financial Advisor at First Brokerage America
Industry Financial Services
Experience
First Brokerage America August 2012 - Present
Woodbury Financial Services November 2010 - August 2012
US Bancorp Investments & Insurance April 2001 - November 2010
Merrill Lynch April 1983 - December 1987
Skills
Finance, Securities, Retirement Planning, Wealth Management, Investments, Series 63, Series 7, Investment Advisory, Financial Advisory, Asset Management, 401k, Banking, Alternative Investments, Wealth Management..., Investment Advisory...
Education
University of Arizona 1975 — 1979
Bachelor of Science, Business Administration
First Brokerage America August 2012 - Present
Woodbury Financial Services November 2010 - August 2012
US Bancorp Investments & Insurance April 2001 - November 2010
Merrill Lynch April 1983 - December 1987
Skills
Finance, Securities, Retirement Planning, Wealth Management, Investments, Series 63, Series 7, Investment Advisory, Financial Advisory, Asset Management, 401k, Banking, Alternative Investments, Wealth Management..., Investment Advisory...
Education
University of Arizona 1975 — 1979
Bachelor of Science, Business Administration
Josh Garbert's Merrill Lynch Experience September 2008 - February 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Edward Jones April 2009 - August 2012
Merrill Lynch September 2008 - February 2009
Motorsports Source 2007 - 2008
Universal Technical Institute, Inc 2005 - 2007
NASCAR, Inc. 1993 - 2005
Education
University of Arizona 1989 — 1994
BS
Ameriprise Financial Services, Inc. August 2012 - Present
Edward Jones April 2009 - August 2012
Merrill Lynch September 2008 - February 2009
Motorsports Source 2007 - 2008
Universal Technical Institute, Inc 2005 - 2007
NASCAR, Inc. 1993 - 2005
Education
University of Arizona 1989 — 1994
BS
Keefe Duterte Keefe Duterte's Merrill Lynch Experience 2004 - 2007
Job Owner,Duterte Insurance Group
Industry Insurance
Experience
Allstate / Duterte Insurance Group February 2007 - Present
Merrill Lynch 2004 - 2007
Skills
Property & Casualty..., Commercial Insurance, Insurance, Life Insurance, Umbrella Insurance, Fixed Annuities, Real Estate, Term Life Insurance, Leadership, Long-term Care, Disability Insurance, Renters, Homeowners, Liability, General Insurance, Whole Life, Commercial Lines, Employee Benefits, Public Speaking, Team Building, Training, Workers Compensation, Legal Liability, Small Business
Education
University of Arizona 1998 — 2002
Bachelor of Science (B.S.), Double Major: Business/Managerial Economics and Finance
Allstate / Duterte Insurance Group February 2007 - Present
Merrill Lynch 2004 - 2007
Skills
Property & Casualty..., Commercial Insurance, Insurance, Life Insurance, Umbrella Insurance, Fixed Annuities, Real Estate, Term Life Insurance, Leadership, Long-term Care, Disability Insurance, Renters, Homeowners, Liability, General Insurance, Whole Life, Commercial Lines, Employee Benefits, Public Speaking, Team Building, Training, Workers Compensation, Legal Liability, Small Business
Education
University of Arizona 1998 — 2002
Bachelor of Science (B.S.), Double Major: Business/Managerial Economics and Finance
Jeff Olsick Jeff Olsick's Merrill Lynch Experience February 2008 - May 2008
Job Manager, Deal Origination
Industry Venture Capital & Private Equity
Experience
McNally Capital June 2015 - Present
McNally Capital March 2011 - Present
Dinan & Company June 2008 - February 2011
Merrill Lynch February 2008 - May 2008
Skills
Private Equity, Valuation, Investment Banking, Mergers, Venture Capital, Financial Modeling, Corporate Finance, Due Diligence, LBO, Investments, Mergers & Acquisitions, Acquisitions, Asset Management, Structured Finance, Mezzanine, Start-ups, Finance, Salesforce.com, Salesforce.com..., Databases, Data Mining, Database Design, Corporate Development, Capital Markets, Alternative Investments, Private Placements, M&A experience, Deal Sourcing, Leveraged Finance, Social Networking, Networking, Strategy, Entrepreneurship, Equities
Education
University of Arizona, Eller College of Management 2004 — 2008
B.S, Entrepreneurship & Finance
McNally Capital June 2015 - Present
McNally Capital March 2011 - Present
Dinan & Company June 2008 - February 2011
Merrill Lynch February 2008 - May 2008
Skills
Private Equity, Valuation, Investment Banking, Mergers, Venture Capital, Financial Modeling, Corporate Finance, Due Diligence, LBO, Investments, Mergers & Acquisitions, Acquisitions, Asset Management, Structured Finance, Mezzanine, Start-ups, Finance, Salesforce.com, Salesforce.com..., Databases, Data Mining, Database Design, Corporate Development, Capital Markets, Alternative Investments, Private Placements, M&A experience, Deal Sourcing, Leveraged Finance, Social Networking, Networking, Strategy, Entrepreneurship, Equities
Education
University of Arizona, Eller College of Management 2004 — 2008
B.S, Entrepreneurship & Finance
Erik Mattern Erik Mattern's Merrill Lynch Experience October 1999 - December 2008
Job First Vice President Investments at HendrenMattern Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Hendren-Mattern Wealth Management Group of Wells Fargo Advisors, LLC January 2014 - Present
Hendren-Mattern Wealth Management Group of Wells Fargo Advisors, LLC January 2009 - December 2013
Merrill Lynch October 1999 - December 2008
Education
University of Arizona 1994 — 1998
Hendren-Mattern Wealth Management Group of Wells Fargo Advisors, LLC January 2014 - Present
Hendren-Mattern Wealth Management Group of Wells Fargo Advisors, LLC January 2009 - December 2013
Merrill Lynch October 1999 - December 2008
Education
University of Arizona 1994 — 1998
Jennifer (Tilden) Gerry Jennifer (Tilden) Gerry's Merrill Lynch Experience October 2006 - July 2007
Job Owner at Gerry Homes
Industry Construction
Experience
Gerry Homes August 2014 - Present
Gerry Investments August 2011 - Present
US Foodservice August 2010 - August 2014
Cart Concepts July 2007 - August 2010
Merrill Lynch October 2006 - July 2007
Skills
Competitive Analysis, Outlook, Payroll, Marketing, Recruiting, Team Building, Insurance, Sales Process, Sales, Entrepreneurship, Sales Operations, Finance, New Business Development, Selling, Leadership, Sales Management, Budgets, Management, Customer Service, Strategic Planning, Marketing Strategy
Education
University of Arizona
Gerry Homes August 2014 - Present
Gerry Investments August 2011 - Present
US Foodservice August 2010 - August 2014
Cart Concepts July 2007 - August 2010
Merrill Lynch October 2006 - July 2007
Skills
Competitive Analysis, Outlook, Payroll, Marketing, Recruiting, Team Building, Insurance, Sales Process, Sales, Entrepreneurship, Sales Operations, Finance, New Business Development, Selling, Leadership, Sales Management, Budgets, Management, Customer Service, Strategic Planning, Marketing Strategy
Education
University of Arizona
Connie Velander Connie Velander's Merrill Lynch Experience August 2008 - April 2010
Job Divorce Financial Consultants, LLC
Industry Financial Services
Experience
Divorce Financial Consultants, LLC September 2011 - Present
NOVA Financial Services May 2011 - June 2014
Merrill Lynch August 2008 - April 2010
Smith Barney February 2007 - August 2008
Secured Marine Trust December 2002 - February 2006
Skills
Retirement, Wealth Management, Investments, Estate Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Finance, Financial Planners, Financial Services, Financial Advisory
Education
University of Arizona 1975 — 1979
Business/Commerce, General
Divorce Financial Consultants, LLC September 2011 - Present
NOVA Financial Services May 2011 - June 2014
Merrill Lynch August 2008 - April 2010
Smith Barney February 2007 - August 2008
Secured Marine Trust December 2002 - February 2006
Skills
Retirement, Wealth Management, Investments, Estate Planning, Retirement Planning, Strategic Financial..., Portfolio Management, Finance, Financial Planners, Financial Services, Financial Advisory
Education
University of Arizona 1975 — 1979
Business/Commerce, General
Judy Hearn, CRPC® Judy Hearn, CRPC®'s Merrill Lynch Experience April 1982 - April 1984
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Seasongood & Mayer April 1984 - June 2008
Merrill Lynch April 1982 - April 1984
Skills
Retirement, Municipal Bonds, Asset Allocation, Financial Advisory, Financial Services, Fixed-Income Strategies, Investment Planning, Insurance, Investments, Retirement Savings, Securities, Concentrated Stock..., Risk Management, Tax-Efficient Strategies, Investment Strategies
Education
University of Arizona 1977 — 1980
Information Systems
Wells Fargo Advisors, LLC January 2009 - Present
Seasongood & Mayer April 1984 - June 2008
Merrill Lynch April 1982 - April 1984
Skills
Retirement, Municipal Bonds, Asset Allocation, Financial Advisory, Financial Services, Fixed-Income Strategies, Investment Planning, Insurance, Investments, Retirement Savings, Securities, Concentrated Stock..., Risk Management, Tax-Efficient Strategies, Investment Strategies
Education
University of Arizona 1977 — 1980
Information Systems
Justin Jarman Justin Jarman's Merrill Lynch Experience January 2007 - June 2008
Job President & CoFounder at Challenged & Youbetme
Industry Venture Capital & Private Equity
Experience
Social Bet, Inc (Youbetme) January 2011 - Present
NYU-Poly Incubator (Varick St) August 2014 - Present
Self Employed November 2011 - Present
Bold Group Inc August 2008 - September 2010
Merrill Lynch January 2007 - June 2008
Skills
Start-ups, Venture Capital, Entrepreneurship, Investments, Mergers, Capital Markets, Business Development, Mergers & Acquisitions, Private Equity, Sales, Portfolio Management, Strategy, Hedge Funds, Management, Equities, Marketing, Consulting, Corporate Development, Program Management, Risk Management, Executive Management
Education
University of Arizona
BA, Business Economics & International Business
Social Bet, Inc (Youbetme) January 2011 - Present
NYU-Poly Incubator (Varick St) August 2014 - Present
Self Employed November 2011 - Present
Bold Group Inc August 2008 - September 2010
Merrill Lynch January 2007 - June 2008
Skills
Start-ups, Venture Capital, Entrepreneurship, Investments, Mergers, Capital Markets, Business Development, Mergers & Acquisitions, Private Equity, Sales, Portfolio Management, Strategy, Hedge Funds, Management, Equities, Marketing, Consulting, Corporate Development, Program Management, Risk Management, Executive Management
Education
University of Arizona
BA, Business Economics & International Business
Jeff Dinning Jeff Dinning's Merrill Lynch Experience June 2010 - July 2013
Job Wealth Management Advisor
Industry Financial Services
Experience
Lincoln Financial Group September 2015 - Present
JD Appraisal Services, LLC July 2013 - Present
Merrill Lynch June 2010 - July 2013
Bank of America June 2009 - June 2010
Wells Fargo Financial November 2003 - May 2009
Skills
Wealth Management, Series 7, Securities, Retirement, Investment Advisory, Financial Analysis, Mutual Funds, Asset Allocation, Insurance, Financial Modeling
Education
University of Arizona 1998 — 2002
Lincoln Financial Group September 2015 - Present
JD Appraisal Services, LLC July 2013 - Present
Merrill Lynch June 2010 - July 2013
Bank of America June 2009 - June 2010
Wells Fargo Financial November 2003 - May 2009
Skills
Wealth Management, Series 7, Securities, Retirement, Investment Advisory, Financial Analysis, Mutual Funds, Asset Allocation, Insurance, Financial Modeling
Education
University of Arizona 1998 — 2002
Kevin Fernandez Kevin Fernandez's Merrill Lynch Experience September 2012 - Present
Job Financial Advisor Merrill Lynch Wealth Managent
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Noe Valley Chamber Music March 2013 - Present
Skills
Online Marketing, Customer Service, Account Management, Customer Relations, Direct Sales, Data Management, Business Information, Venture Capital, Corporate Venture..., Private Equity, Business Development, Due Diligence, Wealth Management, US Equities, Mutual Funds, ETFs, Lead Generation, Salesforce.com, Sales, Strategic Partnerships, Digital Media, Finance, Strategy, Analytics, Start-ups
Education
University of Arizona 1999 — 2004
B.A.
Crystal Springs Uplands School 1995 — 1999
High School Diploma
Merrill Lynch September 2012 - Present
Noe Valley Chamber Music March 2013 - Present
Skills
Online Marketing, Customer Service, Account Management, Customer Relations, Direct Sales, Data Management, Business Information, Venture Capital, Corporate Venture..., Private Equity, Business Development, Due Diligence, Wealth Management, US Equities, Mutual Funds, ETFs, Lead Generation, Salesforce.com, Sales, Strategic Partnerships, Digital Media, Finance, Strategy, Analytics, Start-ups
Education
University of Arizona 1999 — 2004
B.A.
Crystal Springs Uplands School 1995 — 1999
High School Diploma
Tony Cipriano's Merrill Lynch Experience 2003 - 2005
Job Human Resources Talent Acquisition at CentraState Healthcare System
Industry Human Resources
Experience
CentraState Healthcare System February 2015 - Present
Open Systems Technologies 2010 - February 2015
OfficeTeam Healthcare a division of Robert Half International 2007 - 2010
Maxim Healthcare Services 2006 - 2007
Merrill Lynch 2003 - 2005
Skills
Project Finance, Recruiting, Finance, Staffing Services, Professional Services, Business Development, Business Analysis, Management, Talent Management, Leadership, Account Management, Screening, Management Consulting, Financial Services, Vendor Management, Process Improvement, Applicant Tracking..., Banking, Training, Interviews, Mortgage Lending, Temporary Placement, Technical Recruiting, Contract Recruitment, Talent Acquisition, Internet Recruiting
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2005
Bachelor's Degree, Business Administration, Management
University of Arizona
Business Administration, Management and Operations
CentraState Healthcare System February 2015 - Present
Open Systems Technologies 2010 - February 2015
OfficeTeam Healthcare a division of Robert Half International 2007 - 2010
Maxim Healthcare Services 2006 - 2007
Merrill Lynch 2003 - 2005
Skills
Project Finance, Recruiting, Finance, Staffing Services, Professional Services, Business Development, Business Analysis, Management, Talent Management, Leadership, Account Management, Screening, Management Consulting, Financial Services, Vendor Management, Process Improvement, Applicant Tracking..., Banking, Training, Interviews, Mortgage Lending, Temporary Placement, Technical Recruiting, Contract Recruitment, Talent Acquisition, Internet Recruiting
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2005
Bachelor's Degree, Business Administration, Management
University of Arizona
Business Administration, Management and Operations
Octavio Valenzuela Octavio Valenzuela's Merrill Lynch Experience August 2011 - February 2013
Job Equities Trader
Industry Financial Services
Experience
Scottsdale Capital Advisors February 2014 - Present
BMA Securities August 2013 - January 2014
Merrill Lynch August 2011 - February 2013
New York Life Insurance Company September 2010 - December 2011
Westminster Securities Corporation April 2007 - December 2008
Westminster Securities Corporation April 2007 - December 2008
The Vertical Group Inc. April 2005 - April 2007
Carlin Equities Corp. November 2002 - April 2005
Ladenburg Thalmann January 2001 - February 2002
William V. Frankel and Co. November 1996 - January 2001
Skills
Retirement Planning, 401k, Life Insurance, Spanish, Series 7, Securities, Equity Trading, Series 63, Investments, Long Term Care Insurance, Series 66, Series 55, Series 24, Equities, Trading
Education
University of Arizona 1991 — 1996
B.S., Regional Development
Catalina High School 1983 — 1987
Scottsdale Capital Advisors February 2014 - Present
BMA Securities August 2013 - January 2014
Merrill Lynch August 2011 - February 2013
New York Life Insurance Company September 2010 - December 2011
Westminster Securities Corporation April 2007 - December 2008
Westminster Securities Corporation April 2007 - December 2008
The Vertical Group Inc. April 2005 - April 2007
Carlin Equities Corp. November 2002 - April 2005
Ladenburg Thalmann January 2001 - February 2002
William V. Frankel and Co. November 1996 - January 2001
Skills
Retirement Planning, 401k, Life Insurance, Spanish, Series 7, Securities, Equity Trading, Series 63, Investments, Long Term Care Insurance, Series 66, Series 55, Series 24, Equities, Trading
Education
University of Arizona 1991 — 1996
B.S., Regional Development
Catalina High School 1983 — 1987
Matt Dorband Matt Dorband's Merrill Lynch Experience September 1999 - September 2000
Job Director of Sales and Marketing at AMI Asset Management
Industry Investment Management
Experience
AMI Asset Management Corp. June 2012 - Present
Colliers International March 2010 - June 2012
CB Richard Ellis September 2000 - March 2010
Merrill Lynch September 1999 - September 2000
Skills
Asset Management, Investments, Real Estate, Equities, Finance, Investment Advisory, Investment Strategies, New Business Development, Fixed Income, Business Development, Marketing, Investment Management, Sales, Money Management
Education
University of Arizona 1995 — 1999
BSBA
Las Lomas High School 1991 — 1995
AMI Asset Management Corp. June 2012 - Present
Colliers International March 2010 - June 2012
CB Richard Ellis September 2000 - March 2010
Merrill Lynch September 1999 - September 2000
Skills
Asset Management, Investments, Real Estate, Equities, Finance, Investment Advisory, Investment Strategies, New Business Development, Fixed Income, Business Development, Marketing, Investment Management, Sales, Money Management
Education
University of Arizona 1995 — 1999
BSBA
Las Lomas High School 1991 — 1995
Matthew Sydor Matthew Sydor's Merrill Lynch Experience June 2007 - August 2007
Job Recent College Graduate seeking finance/marketing position
Industry Banking
Experience
Sydor Optics Inc. November 2008 - Present
Lakota Guides May 2008 - September 2008
Merrill Lynch June 2007 - August 2007
Education
University of Arizona 2003 — 2007
BA, Economics and Business Administartion
Sydor Optics Inc. November 2008 - Present
Lakota Guides May 2008 - September 2008
Merrill Lynch June 2007 - August 2007
Education
University of Arizona 2003 — 2007
BA, Economics and Business Administartion
Gregory Oates Gregory Oates's Merrill Lynch Experience May 2008 - March 2009
Job Assistant Vice President, Business Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management March 2009 - August 2015
Merrill Lynch May 2008 - March 2009
Commerce One Financial June 2007 - September 2007
Skills
Investments, Investment Strategies, Series 7, Series 63, Asset Allocation, Wealth Management, Finance, Series 65, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Asset Managment, Fixed Income, Microsoft Excel, Risk Management, Financial Reporting, Operations Management, Supervisory Skills, General Securities...
Education
University of Arizona 2003 — 2007
Bachelor of Science, Finance & Entrepreneurship
Morgan Stanley August 2015 - Present
Morgan Stanley Wealth Management March 2009 - August 2015
Merrill Lynch May 2008 - March 2009
Commerce One Financial June 2007 - September 2007
Skills
Investments, Investment Strategies, Series 7, Series 63, Asset Allocation, Wealth Management, Finance, Series 65, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Asset Managment, Fixed Income, Microsoft Excel, Risk Management, Financial Reporting, Operations Management, Supervisory Skills, General Securities...
Education
University of Arizona 2003 — 2007
Bachelor of Science, Finance & Entrepreneurship
Jason Segal Jason Segal's Merrill Lynch Experience May 2013 - August 2013
Job Morgan Stanley
Industry
Experience
Morgan Stanley July 2015 - Present
JH Darbie & Co. June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Shaub, Ahmuty, Citrin and Spratt May 2012 - August 2012
Doral Arrowwood June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Bloomberg, Microsoft Word, PowerPoint, VBA, Financial Modeling, Investments
Education
University of Arizona, Eller College of Management 2011 — 2015
Finance
Horace Greeley High School 2007 — 2011
Morgan Stanley July 2015 - Present
JH Darbie & Co. June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Shaub, Ahmuty, Citrin and Spratt May 2012 - August 2012
Doral Arrowwood June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Bloomberg, Microsoft Word, PowerPoint, VBA, Financial Modeling, Investments
Education
University of Arizona, Eller College of Management 2011 — 2015
Finance
Horace Greeley High School 2007 — 2011
Anne Hart Anne Hart's Merrill Lynch Experience January 1994 - March 1994
Job I'm hiring for recruiting positions on our HR team at WageWorks.
Industry Human Resources
Experience
WageWorks June 2014 - Present
Nuverra Enviornmental Solutions January 2014 - June 2014
Insight August 2012 - October 2013
Insight February 2009 - August 2012
Insight March 2007 - February 2009
Barclays Bank May 2003 - November 2003
Credit Suisse First Boston August 2000 - March 2002
Donaldson, Lufkin & Jenrette July 1997 - March 2002
Smith Barney November 1995 - July 1997
Merrill Lynch January 1994 - March 1994
Skills
Applicant Tracking..., Employee Referral..., ADDIE, Adult Education, DDI, Talent Acquisition, OFCCP, College Recruiting, Sales, Onboarding, Organizational..., Training, Leadership, Sourcing, Recruiting, Interviews
Education
University of Arizona 1989 — 1993
BS, Marketing and Communications
WageWorks June 2014 - Present
Nuverra Enviornmental Solutions January 2014 - June 2014
Insight August 2012 - October 2013
Insight February 2009 - August 2012
Insight March 2007 - February 2009
Barclays Bank May 2003 - November 2003
Credit Suisse First Boston August 2000 - March 2002
Donaldson, Lufkin & Jenrette July 1997 - March 2002
Smith Barney November 1995 - July 1997
Merrill Lynch January 1994 - March 1994
Skills
Applicant Tracking..., Employee Referral..., ADDIE, Adult Education, DDI, Talent Acquisition, OFCCP, College Recruiting, Sales, Onboarding, Organizational..., Training, Leadership, Sourcing, Recruiting, Interviews
Education
University of Arizona 1989 — 1993
BS, Marketing and Communications
Paul Gaglioti III, CIC's Merrill Lynch Experience May 2008 - August 2008
Job President at Diversified Risk Solutions LLC
Industry Insurance
Experience
Diversified Risk Solutions LLC June 2011 - Present
Pop Realty Corporation May 2009 - Present
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Microsoft Office, AMS 360, Risk Management, Customer Satisfaction, Risk Analysis, Health Insurance, Term Life Insurance, Whole Life, Disability Insurance, Property & Casualty..., Workers Compensation, Auto Insurance, Operational Efficiency, Cost Control, Quantitative Analysis, Qualitative Research, Contract Negotiation, Real Estate, Environmental, Transportation, Construction, Insurance, Brokers, Employee Benefits, Commercial Insurance, Underwriting, Long-term Care, Casualty, General Insurance, Life Insurance, Reinsurance, Claim, Finance, Liability, Start-ups, 401k, Bonds, Retirement Planning, Casualty Insurance
Education
The Institutes Insurance Education 2013 — 2014
Chartered Property Casualty Underwriter (CPCU) Ongoing, Insurance and Risk Management
National Alliance 2011 — 2013
Certified Insurance Counselor (CIC), Insurance and Risk Management
University of Arizona 2004 — 2009
Bachelors, Political Science, Business
Diversified Risk Solutions LLC June 2011 - Present
Pop Realty Corporation May 2009 - Present
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
Skills
Microsoft Office, AMS 360, Risk Management, Customer Satisfaction, Risk Analysis, Health Insurance, Term Life Insurance, Whole Life, Disability Insurance, Property & Casualty..., Workers Compensation, Auto Insurance, Operational Efficiency, Cost Control, Quantitative Analysis, Qualitative Research, Contract Negotiation, Real Estate, Environmental, Transportation, Construction, Insurance, Brokers, Employee Benefits, Commercial Insurance, Underwriting, Long-term Care, Casualty, General Insurance, Life Insurance, Reinsurance, Claim, Finance, Liability, Start-ups, 401k, Bonds, Retirement Planning, Casualty Insurance
Education
The Institutes Insurance Education 2013 — 2014
Chartered Property Casualty Underwriter (CPCU) Ongoing, Insurance and Risk Management
National Alliance 2011 — 2013
Certified Insurance Counselor (CIC), Insurance and Risk Management
University of Arizona 2004 — 2009
Bachelors, Political Science, Business
Robert Wynne Robert Wynne's Merrill Lynch Experience August 1987 - January 1991
Job Chief Financial Officer and Director at Orca Exploration Group Inc.
Industry Investment Banking
Experience
Orca Exploration Group Inc. May 2012 - Present
Stafford Corp. 1997 - Present
Canoro Resources Limited November 2008 - February 2012
Canoro Resources Limited August 2010 - October 2010
Canoro Resources Limited 2009 - 2010
PanOcean Energy Corporation Limited February 2002 - September 2006
Stafford Capital Corporation March 1997 - February 2002
Loewen Ondaatje McCutcheon April 1991 - April 1997
Merrill Lynch August 1987 - January 1991
Skills
Financial Modeling, Energy, Petroleum, Negotiation, Mergers, Structured Finance, Mineral Exploration, Reserves, Investment Banking, Contract Negotiation, Change Management, Equities, Management, Strategic Planning, Mergers & Acquisitions, Due Diligence, Energy Industry, Project Planning, Risk Management, Finance, Executive Management, Corporate Finance, IPO, Private Equity
Education
University of Alberta 1980 — 1985
BSc MechEng, MBA, Mechanical Engineering; MBA (Finance)
Orca Exploration Group Inc. May 2012 - Present
Stafford Corp. 1997 - Present
Canoro Resources Limited November 2008 - February 2012
Canoro Resources Limited August 2010 - October 2010
Canoro Resources Limited 2009 - 2010
PanOcean Energy Corporation Limited February 2002 - September 2006
Stafford Capital Corporation March 1997 - February 2002
Loewen Ondaatje McCutcheon April 1991 - April 1997
Merrill Lynch August 1987 - January 1991
Skills
Financial Modeling, Energy, Petroleum, Negotiation, Mergers, Structured Finance, Mineral Exploration, Reserves, Investment Banking, Contract Negotiation, Change Management, Equities, Management, Strategic Planning, Mergers & Acquisitions, Due Diligence, Energy Industry, Project Planning, Risk Management, Finance, Executive Management, Corporate Finance, IPO, Private Equity
Education
University of Alberta 1980 — 1985
BSc MechEng, MBA, Mechanical Engineering; MBA (Finance)
Lynn Case, PMP®, CSSGB's Merrill Lynch Experience 2007 - 2008
Job Senior Quality Assurance Engineer retired but available for specific consulting assignments
Industry Telecommunications
Experience
Currently seeking new opportunities March 2015 - August 2015
Comverse August 2014 - January 2015
DSCI January 2010 - July 2014
Booz, Allen, Hamilton July 2008 - January 2010
Merrill Lynch 2007 - 2008
DSCI 2006 - 2007
Merrill Lynch 2005 - 2006
SAIC 2003 - 2005
AT&T 2002 - 2003
Geoworks 2000 - 2002
Skills
CMMI, Requirements Analysis, Program Management, Process Improvement, SDLC, PMP, Business Process..., Change Management, SharePoint, Business Analysis, Budgets, Leadership, Visio, PMO, Process Engineering, Project Management, Resource Management, Software Development, Agile Methodologies, Certified Project..., Business Process, DoD, Quality Management, Risk Management, Service Delivery, Six Sigma, Software Documentation, Systems Engineering, Team Leadership, Testing, Training, MS Project, Cross-functional Team..., Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Integration, Iso 9000, Management, Project Portfolio..., Quality Assurance, Vendor Management, Software Project..., ITIL, Microsoft Project
Education
Project Management Institute
Project Management Professional (June, 2000)
University of Arizona
MS, Systems Engineering
University of Arizona, Eller College of Management
MBA, Financial Management
Villanova University
Certified Six Sigma Green Belt (May 2014)
Currently seeking new opportunities March 2015 - August 2015
Comverse August 2014 - January 2015
DSCI January 2010 - July 2014
Booz, Allen, Hamilton July 2008 - January 2010
Merrill Lynch 2007 - 2008
DSCI 2006 - 2007
Merrill Lynch 2005 - 2006
SAIC 2003 - 2005
AT&T 2002 - 2003
Geoworks 2000 - 2002
Skills
CMMI, Requirements Analysis, Program Management, Process Improvement, SDLC, PMP, Business Process..., Change Management, SharePoint, Business Analysis, Budgets, Leadership, Visio, PMO, Process Engineering, Project Management, Resource Management, Software Development, Agile Methodologies, Certified Project..., Business Process, DoD, Quality Management, Risk Management, Service Delivery, Six Sigma, Software Documentation, Systems Engineering, Team Leadership, Testing, Training, MS Project, Cross-functional Team..., Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Integration, Iso 9000, Management, Project Portfolio..., Quality Assurance, Vendor Management, Software Project..., ITIL, Microsoft Project
Education
Project Management Institute
Project Management Professional (June, 2000)
University of Arizona
MS, Systems Engineering
University of Arizona, Eller College of Management
MBA, Financial Management
Villanova University
Certified Six Sigma Green Belt (May 2014)
Erik Sundberg Erik Sundberg's Merrill Lynch Experience July 2004 - April 2007
Job QA Analyst II
Industry Information Technology and Services
Experience
Harley-Davidson Financial Services April 2011 - Present
Robert Half Technology August 2010 - March 2011
DISYS April 2010 - July 2010
Centroid April 2007 - February 2010
Merrill Lynch July 2004 - April 2007
Rexel September 2002 - January 2004
Verizon Wireless September 2001 - August 2002
Dell November 2000 - September 2001
Education
University of Alaska Fairbanks 1993 — 1996
Computer Science
Harley-Davidson Financial Services April 2011 - Present
Robert Half Technology August 2010 - March 2011
DISYS April 2010 - July 2010
Centroid April 2007 - February 2010
Merrill Lynch July 2004 - April 2007
Rexel September 2002 - January 2004
Verizon Wireless September 2001 - August 2002
Dell November 2000 - September 2001
Education
University of Alaska Fairbanks 1993 — 1996
Computer Science
Peter Helms Peter Helms's Merrill Lynch Experience 1997 - 2002
Job Managing Partner, Exeter Financial
Industry Investment Management
Experience
Exeter Financial October 2006 - Present
Friedman, Billings, Ramsey April 2005 - September 2006
Bank of America December 2002 - March 2005
Merrill Lynch 1997 - 2002
Skills
Alternative Investments, Equities, Series 7, Wealth Management, Series 24, Series 63, Series 65, Asset Management, Due Diligence, Portfolio Management, Risk Management, Securities, Strategic Planning, Uniform Combined State..., Wealth, Wealth Management..., Investments, Finance
Education
University of Arizona, Eller College of Management 1999 — 2001
Masters of Business Administration
University of Arizona 1992 — 1997
Bachelor of Science
Exeter Financial October 2006 - Present
Friedman, Billings, Ramsey April 2005 - September 2006
Bank of America December 2002 - March 2005
Merrill Lynch 1997 - 2002
Skills
Alternative Investments, Equities, Series 7, Wealth Management, Series 24, Series 63, Series 65, Asset Management, Due Diligence, Portfolio Management, Risk Management, Securities, Strategic Planning, Uniform Combined State..., Wealth, Wealth Management..., Investments, Finance
Education
University of Arizona, Eller College of Management 1999 — 2001
Masters of Business Administration
University of Arizona 1992 — 1997
Bachelor of Science
Chris Barber, CIMA Chris Barber, CIMA's Merrill Lynch Experience September 2008 - May 2009
Job Senior Vice President at Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2010 - March 2015
MFS Investment Management May 2009 - November 2010
Merrill Lynch September 2008 - May 2009
Ameriprise Financial April 2007 - September 2008
Skills
Salesforce.com, SalesLogix, Microsoft Office, MapPoint, WebEx, Mutual Funds, Real Estate Investment, Series 7, 401k, Investments, Alternative Investments, Separately Managed..., Asset Allocation, Consultative Selling
Education
University of Arizona 2001 — 2005
BS, Engineering Management
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2010 - March 2015
MFS Investment Management May 2009 - November 2010
Merrill Lynch September 2008 - May 2009
Ameriprise Financial April 2007 - September 2008
Skills
Salesforce.com, SalesLogix, Microsoft Office, MapPoint, WebEx, Mutual Funds, Real Estate Investment, Series 7, 401k, Investments, Alternative Investments, Separately Managed..., Asset Allocation, Consultative Selling
Education
University of Arizona 2001 — 2005
BS, Engineering Management
Hillary Henderson Hillary Henderson's Merrill Lynch Experience May 2009 - January 2013
Job Vice President; Preferred Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2013 - Present
Merrill Edge January 2013 - September 2013
Merrill Lynch May 2009 - January 2013
Smith Barney Brokerage Firm October 2005 - May 2009
US Navy December 2001 - October 2005
Skills
Management, Marketing, Public Speaking, Leadership, Microsoft Office, Social Media, Investments, Customer Service, Program Management, Financial Analysis
Education
University of Arizona 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business & Public Administration
Merrill Edge September 2013 - Present
Merrill Edge January 2013 - September 2013
Merrill Lynch May 2009 - January 2013
Smith Barney Brokerage Firm October 2005 - May 2009
US Navy December 2001 - October 2005
Skills
Management, Marketing, Public Speaking, Leadership, Microsoft Office, Social Media, Investments, Customer Service, Program Management, Financial Analysis
Education
University of Arizona 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business & Public Administration
Jason Gove's Merrill Lynch Experience January 2006 - April 2007
Job Internal Wholesaler, Cole Capital
Industry Financial Services
Experience
Cole Capital August 2014 - Present
USAA November 2011 - August 2014
USAA April 2009 - November 2011
USAA April 2007 - April 2009
Merrill Lynch January 2006 - April 2007
Traditional Home Mortgage August 2005 - November 2005
Centex Home Equity August 2003 - August 2005
Various Employers May 1999 - August 2003
Skills
FINRA Series 7, FINRA Series 66, Life/Health License, CWS, CRPC, Portfolio Management, FINRA, Financial Advisory, Financial Services, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Securities, Retirement, Investments, Strategic Financial..., Fixed Annuities, Investment Management, Asset Management, Bonds, 401k, Life Insurance, 401k Rollovers, Personal Financial..., ETFs, Financial Markets, Finance, Wealth, Options, Wealth Management..., Trading, IRAs, Separately Managed..., Roth IRA, Series 63, Alternative Investments, Equities, Fixed Income
Education
University of Arizona 1995 — 1999
Bachelor of Science, Business Management
Cole Capital August 2014 - Present
USAA November 2011 - August 2014
USAA April 2009 - November 2011
USAA April 2007 - April 2009
Merrill Lynch January 2006 - April 2007
Traditional Home Mortgage August 2005 - November 2005
Centex Home Equity August 2003 - August 2005
Various Employers May 1999 - August 2003
Skills
FINRA Series 7, FINRA Series 66, Life/Health License, CWS, CRPC, Portfolio Management, FINRA, Financial Advisory, Financial Services, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Securities, Retirement, Investments, Strategic Financial..., Fixed Annuities, Investment Management, Asset Management, Bonds, 401k, Life Insurance, 401k Rollovers, Personal Financial..., ETFs, Financial Markets, Finance, Wealth, Options, Wealth Management..., Trading, IRAs, Separately Managed..., Roth IRA, Series 63, Alternative Investments, Equities, Fixed Income
Education
University of Arizona 1995 — 1999
Bachelor of Science, Business Management
W. Randy Schoch's Merrill Lynch Experience June 2014 - August 2014
Job Regional Consulting Manager at Stormwind Epic Live
Industry Information Technology and Services
Experience
Stormwind Epic Live September 2015 - Present
Stormwind Epic Live June 2015 - August 2015
Eller Professional Sales Club December 2014 - May 2015
Northwestern Mutual January 2015 - March 2015
Merrill Lynch June 2014 - August 2014
Tucson Realty & Trust Co. January 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Event Planning, Economics, Time Management, Community Outreach, Marketing Communications, Sales, Critical Thinking, Management, Team Leadership, Finance, Marketing, Microsoft Office
Education
University of Arizona 2011 — 2015
Bachelor's degree, Major: Economics; Minors: Finance, American War History, Alumni
Stormwind Epic Live September 2015 - Present
Stormwind Epic Live June 2015 - August 2015
Eller Professional Sales Club December 2014 - May 2015
Northwestern Mutual January 2015 - March 2015
Merrill Lynch June 2014 - August 2014
Tucson Realty & Trust Co. January 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Event Planning, Economics, Time Management, Community Outreach, Marketing Communications, Sales, Critical Thinking, Management, Team Leadership, Finance, Marketing, Microsoft Office
Education
University of Arizona 2011 — 2015
Bachelor's degree, Major: Economics; Minors: Finance, American War History, Alumni
Matthew Newman Matthew Newman's Merrill Lynch Experience September 2011 - December 2011
Job Senior Analyst, Risk Management at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
Lyxor Asset Management (Societe Generale Group) October 2013 - May 2015
Société Générale Corporate & Investment Banking September 2012 - October 2013
Bloomberg January 2012 - May 2012
Merrill Lynch September 2011 - December 2011
American Express May 2011 - August 2011
The University of Arizona Disability Resource Center January 2011 - May 2011
HJMT Communications, LLC., Westbury, New York September 2008 - December 2008
Skills
Completed Bloomberg..., Sales Presentations, Presentation Development, PowerPoint, Microsoft Excel, Microsoft Word, Quantitative Analytics, Quantitative Research, Report Writing, Market Research, Project Planning, Competitive Analysis, SWOT analysis, Market Analysis, New Product Roll Out, Market Evaluations, Purchase Recommendations, Portfolio Management, Pivot Tables, Wealth Management, Microsoft Office, Bloomberg, Bloomberg Terminal, Analysis, Fixed Income, CRM, Leadership, Marketing, Social Media, Financial Analysis
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Economics with a double minor in General Business Administration and Pre-Law
Guggenheim Partners June 2015 - Present
Lyxor Asset Management (Societe Generale Group) October 2013 - May 2015
Société Générale Corporate & Investment Banking September 2012 - October 2013
Bloomberg January 2012 - May 2012
Merrill Lynch September 2011 - December 2011
American Express May 2011 - August 2011
The University of Arizona Disability Resource Center January 2011 - May 2011
HJMT Communications, LLC., Westbury, New York September 2008 - December 2008
Skills
Completed Bloomberg..., Sales Presentations, Presentation Development, PowerPoint, Microsoft Excel, Microsoft Word, Quantitative Analytics, Quantitative Research, Report Writing, Market Research, Project Planning, Competitive Analysis, SWOT analysis, Market Analysis, New Product Roll Out, Market Evaluations, Purchase Recommendations, Portfolio Management, Pivot Tables, Wealth Management, Microsoft Office, Bloomberg, Bloomberg Terminal, Analysis, Fixed Income, CRM, Leadership, Marketing, Social Media, Financial Analysis
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Economics with a double minor in General Business Administration and Pre-Law
Andrew Garriott Andrew Garriott's Merrill Lynch Experience September 2014 - May 2015
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
CFA Institute July 2015 - Present
California Hedge Fund Association July 2015 - Present
Personal and Family Funds September 2011 - Present
J.P. Morgan June 2015 - August 2015
Merrill Lynch September 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Valley of the Sun Jewish Community Center November 2011 - August 2012
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Bloomberg, Series 7, Financial Modeling, Microsoft Office, Fixed Income, Time Management, Research
Education
University of Arizona 2012 — 2016
Finance, 3.7 GPA
Horizon 2009 — 2012
High School
Notre Dame Preparatory 2008 — 2009
High School
CFA Institute July 2015 - Present
California Hedge Fund Association July 2015 - Present
Personal and Family Funds September 2011 - Present
J.P. Morgan June 2015 - August 2015
Merrill Lynch September 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Valley of the Sun Jewish Community Center November 2011 - August 2012
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Bloomberg, Series 7, Financial Modeling, Microsoft Office, Fixed Income, Time Management, Research
Education
University of Arizona 2012 — 2016
Finance, 3.7 GPA
Horizon 2009 — 2012
High School
Notre Dame Preparatory 2008 — 2009
High School
Nicholas DiPaolo Nicholas DiPaolo's Merrill Lynch Experience June 2012 - August 2013
Job Sales Associate I at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
UnionBanc Investment Services LLC April 2014 - April 2015
Merrill Lynch June 2012 - August 2013
Stifel Nicolaus Corp May 2010 - August 2010
GNW-Evergreen Insurance June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Cold Calling, Asset Allocation, Holistic Financial..., Portfolio Management, Excel, Event Planning, Fundraising
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Economics
BNY Mellon April 2015 - Present
UnionBanc Investment Services LLC April 2014 - April 2015
Merrill Lynch June 2012 - August 2013
Stifel Nicolaus Corp May 2010 - August 2010
GNW-Evergreen Insurance June 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Cold Calling, Asset Allocation, Holistic Financial..., Portfolio Management, Excel, Event Planning, Fundraising
Education
University of Arizona 2008 — 2012
Bachelor of Arts, Economics
Brittany Langer Brittany Langer's Merrill Lynch Experience June 2010 - August 2010
Job Advisory Staff at EY
Industry Accounting
Experience
EY July 2013 - Present
Accounting Student Association May 2011 - May 2013
University of Arizona, Eller College of Management August 2009 - May 2013
Tucson Hebrew Academy March 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Keva Juice March 2008 - June 2009
Skills
Time Management, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Customer Service, Management, Spreadsheets, Access, Financial Analysis, Leadership, Visio, MS Project, Accounts Payable
Education
University of Arizona 2009 — 2013
Bachelor of Science, Business Administration; Accounting
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science (B.S.), Accounting and MIS
EY July 2013 - Present
Accounting Student Association May 2011 - May 2013
University of Arizona, Eller College of Management August 2009 - May 2013
Tucson Hebrew Academy March 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Keva Juice March 2008 - June 2009
Skills
Time Management, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Customer Service, Management, Spreadsheets, Access, Financial Analysis, Leadership, Visio, MS Project, Accounts Payable
Education
University of Arizona 2009 — 2013
Bachelor of Science, Business Administration; Accounting
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science (B.S.), Accounting and MIS
Lior Schinagel's Merrill Lynch Experience May 2015 - August 2015
Job Summer Intern at Merrill Lynch
Industry Banking
Experience
Alpha Epsilon Pi November 2014 - Present
Merrill Lynch May 2015 - August 2015
Farmers Insurance November 2014 - April 2015
OnMyBlock, Inc. October 2014 - March 2015
Alpha Epsilon Pi November 2013 - November 2014
Flashnotes.com March 2014 - July 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Media, Teamwork, Spelling
Education
University of Arizona 2013 — 2017
Alpha Epsilon Pi November 2014 - Present
Merrill Lynch May 2015 - August 2015
Farmers Insurance November 2014 - April 2015
OnMyBlock, Inc. October 2014 - March 2015
Alpha Epsilon Pi November 2013 - November 2014
Flashnotes.com March 2014 - July 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Media, Teamwork, Spelling
Education
University of Arizona 2013 — 2017
Guy Cohen Guy Cohen's Merrill Lynch Experience October 2012 - July 2013
Job Chief Revenue Officer at Wonder
Industry Financial Services
Experience
Wonder August 2015 - Present
Sohn Conference Foundation November 2014 - Present
Seeking Alpha November 2013 - Present
Seeking Alpha July 2014 - August 2015
Seeking Alpha March 2014 - July 2014
Seeking Alpha September 2013 - February 2014
Merrill Lynch October 2012 - July 2013
Morgan Stanley Private Wealth Management June 2011 - October 2012
Grant Thornton LLP August 2010 - August 2010
Morgan Stanley July 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Higher Education, Public Speaking, Statistics, Microsoft Excel, Microsoft Word, Data Analysis, Investments, Finance, Accounting, Analysis, Financial Analysis, Mergers & Acquisitions, Event Planning, Wealth Management, Internal Controls, Sales, Financial Modeling, Leadership, Marketing
Education
University of Arizona 2007 — 2011
Bachelor of Science (BS), Accounting
Wonder August 2015 - Present
Sohn Conference Foundation November 2014 - Present
Seeking Alpha November 2013 - Present
Seeking Alpha July 2014 - August 2015
Seeking Alpha March 2014 - July 2014
Seeking Alpha September 2013 - February 2014
Merrill Lynch October 2012 - July 2013
Morgan Stanley Private Wealth Management June 2011 - October 2012
Grant Thornton LLP August 2010 - August 2010
Morgan Stanley July 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Higher Education, Public Speaking, Statistics, Microsoft Excel, Microsoft Word, Data Analysis, Investments, Finance, Accounting, Analysis, Financial Analysis, Mergers & Acquisitions, Event Planning, Wealth Management, Internal Controls, Sales, Financial Modeling, Leadership, Marketing
Education
University of Arizona 2007 — 2011
Bachelor of Science (BS), Accounting
Brian Upshaw's Merrill Lynch Experience October 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Merrill Lynch October 2014 - Present
Fortress Investment Advisors January 2014 - October 2014
Fortress Investment Advisors September 2013 - December 2013
Grecycle Arizona June 2008 - September 2013
United States Marine Corps 2003 - 2011
Skills
Lean Manufacturing, Continuous Improvement, Supply Chain Management, Six Sigma, Engineering, Supply Chain, Process Engineering, Factory, Process Improvement, 5S, Procurement, Logistics, Finance, Investments, Retirement
Education
University of Arizona 2010 — 2014
Bachelor of General Studies, Economy and Industry
Thatcher High School 2001 — 2003
High school diploma, General Studies
Thatcher High School
Merrill Lynch October 2014 - Present
Merrill Lynch October 2014 - Present
Fortress Investment Advisors January 2014 - October 2014
Fortress Investment Advisors September 2013 - December 2013
Grecycle Arizona June 2008 - September 2013
United States Marine Corps 2003 - 2011
Skills
Lean Manufacturing, Continuous Improvement, Supply Chain Management, Six Sigma, Engineering, Supply Chain, Process Engineering, Factory, Process Improvement, 5S, Procurement, Logistics, Finance, Investments, Retirement
Education
University of Arizona 2010 — 2014
Bachelor of General Studies, Economy and Industry
Thatcher High School 2001 — 2003
High school diploma, General Studies
Thatcher High School
ShanShan Wang ShanShan Wang's Merrill Lynch Experience January 2008 - May 2008
Job Strategic Development Sales Executive at FedEx Services | MBA Candidate at USC Marshall School of Business
Industry Logistics and Supply Chain
Experience
FedEx Services April 2015 - Present
FedEx Services February 2013 - Present
FedEx Services September 2010 - February 2013
Edward Jones 2009 - 2010
Target May 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Supply Chain
University of Arizona 2005 — 2009
Bachelor’s Degree, B.A in Economics & B.S. in Finance
FedEx Services April 2015 - Present
FedEx Services February 2013 - Present
FedEx Services September 2010 - February 2013
Edward Jones 2009 - 2010
Target May 2008 - August 2008
Merrill Lynch January 2008 - May 2008
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Supply Chain
University of Arizona 2005 — 2009
Bachelor’s Degree, B.A in Economics & B.S. in Finance
Robert Muirhead Robert Muirhead's Merrill Lynch Experience May 2010 - August 2010
Job Sr. Project Coordinator at Avenida Partners
Industry Real Estate
Experience
Avenida Partners 2011 - Present
Merrill Lynch May 2010 - August 2010
Education
University of Arizona, Eller College of Management 2009 — 2011
Management, Business
University of Arizona 2007 — 2011
Bachelor of Science, Business Administration
Avenida Partners 2011 - Present
Merrill Lynch May 2010 - August 2010
Education
University of Arizona, Eller College of Management 2009 — 2011
Management, Business
University of Arizona 2007 — 2011
Bachelor of Science, Business Administration
Jack Cullinan Jack Cullinan's Merrill Lynch Experience 2014 - 2014
Job Business Development at AppDirect
Industry Computer Software
Experience
AppDirect 2015 - Present
Merrill Lynch 2014 - 2014
Skills
New Business Development, Enterprise Software, SaaS, Sales, Marketing, Strategic Partnerships, Lead Generation, Cloud Computing, Microsoft Office, Account Management, PowerPoint, Public Speaking, Social Media, Strategy, Microsoft Word, Social Networking, Leadership, Research, Recruiting
Education
University of Arizona 2009 — 2013
B.A., Economics
St.Ignatius College Preparatory 2005 — 2009
AppDirect 2015 - Present
Merrill Lynch 2014 - 2014
Skills
New Business Development, Enterprise Software, SaaS, Sales, Marketing, Strategic Partnerships, Lead Generation, Cloud Computing, Microsoft Office, Account Management, PowerPoint, Public Speaking, Social Media, Strategy, Microsoft Word, Social Networking, Leadership, Research, Recruiting
Education
University of Arizona 2009 — 2013
B.A., Economics
St.Ignatius College Preparatory 2005 — 2009
Craig Irwin's Merrill Lynch Experience September 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2008 - Present
Skills
Retirement Planning, Financial Services, Wealth Management
Education
University of Arizona 2005 — 2008
Economics, Economics and Business Management
Avon Old Farms School 1999 — 2003
Merrill Lynch September 2008 - Present
Skills
Retirement Planning, Financial Services, Wealth Management
Education
University of Arizona 2005 — 2008
Economics, Economics and Business Management
Avon Old Farms School 1999 — 2003
Jennifer Guba Jennifer Guba's Merrill Lynch Experience January 2010 - November 2011
Job Marketing Manager
Industry Marketing and Advertising
Experience
Getac January 2015 - Present
eMOBUS July 2014 - January 2015
Cask, LLC January 2012 - May 2014
Merrill Lynch January 2010 - November 2011
Skills
Marketing Strategy, Marketing, Salesforce.com, Sales Operations, Social Media, Analysis, Lead Generation, Training, Sales, Social Media Marketing, Online Advertising, Strategic Partnerships, Email Marketing, Online Marketing, Marketing Communications, Stocks, Direct Sales, Blogging, CRM, Customer Service, Data Analysis, SaaS, Series 7, Economics, Sales Support, Resume Writing, Report Writing, Marketing Management, Event Planning, Marketing Research, Managerial Finance, Public Speaking, Social Networking, Leadership, Business Planning, Business Development, Management, Competitive Analysis, Financial Management, SAS, Data Mining, Writing, Advertising, Market Research, Strategy, Digital Marketing, Consulting, Team Leadership, Strategic Planning, Project Management
Education
University of Arizona 2007 — 2011
Bachelor of Science, Business Economics
Getac January 2015 - Present
eMOBUS July 2014 - January 2015
Cask, LLC January 2012 - May 2014
Merrill Lynch January 2010 - November 2011
Skills
Marketing Strategy, Marketing, Salesforce.com, Sales Operations, Social Media, Analysis, Lead Generation, Training, Sales, Social Media Marketing, Online Advertising, Strategic Partnerships, Email Marketing, Online Marketing, Marketing Communications, Stocks, Direct Sales, Blogging, CRM, Customer Service, Data Analysis, SaaS, Series 7, Economics, Sales Support, Resume Writing, Report Writing, Marketing Management, Event Planning, Marketing Research, Managerial Finance, Public Speaking, Social Networking, Leadership, Business Planning, Business Development, Management, Competitive Analysis, Financial Management, SAS, Data Mining, Writing, Advertising, Market Research, Strategy, Digital Marketing, Consulting, Team Leadership, Strategic Planning, Project Management
Education
University of Arizona 2007 — 2011
Bachelor of Science, Business Economics
Brendan Rogan Brendan Rogan's Merrill Lynch Experience June 2015 - Present
Job Merrill Edge Distributions Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Rhodes College August 2011 - May 2015
Unity Bank May 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Goal Oriented, Organization, Research, Customer Service, Financial Analysis, Finance, Social Networking
Education
Rhodes College 2011 — 2015
Bachelor of Arts (B.A.), Commerce & Business
Universiteit Antwerpen 2014 — 2014
International Business Cases & Religious History of the Low Countries
Merrill Lynch June 2015 - Present
Rhodes College August 2011 - May 2015
Unity Bank May 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Goal Oriented, Organization, Research, Customer Service, Financial Analysis, Finance, Social Networking
Education
Rhodes College 2011 — 2015
Bachelor of Arts (B.A.), Commerce & Business
Universiteit Antwerpen 2014 — 2014
International Business Cases & Religious History of the Low Countries
Tiffany Marshall's Merrill Lynch Experience September 2007 - October 2008
Job Sr. Trust Officer at Union Bank
Industry Financial Services
Experience
Union Bank June 2013 - Present
Wells Fargo October 2008 - May 2013
Merrill Lynch September 2007 - October 2008
Merrill Lynch August 2006 - September 2007
Skills
Asset Allocation, Asset Management, Estate Planning, Finance, Investments, Portfolio Management, Retirement Planning, Wealth Management, High Net Worth..., Securities, Wealth Management...
Education
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.)
Union Bank June 2013 - Present
Wells Fargo October 2008 - May 2013
Merrill Lynch September 2007 - October 2008
Merrill Lynch August 2006 - September 2007
Skills
Asset Allocation, Asset Management, Estate Planning, Finance, Investments, Portfolio Management, Retirement Planning, Wealth Management, High Net Worth..., Securities, Wealth Management...
Education
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.)
Michael Schorr's Merrill Lynch Experience May 2012 - September 2012
Job Portfolio Management Analyst at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC December 2013 - September 2014
BlackRock June 2013 - November 2013
Burk Hall & Co LLC September 2012 - November 2012
Merrill Lynch May 2012 - September 2012
RBC November 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Finance, Microsoft Office, Equity Trading, Asset Management, Equity Capital Markets, Global Investment..., Portfolio Management, Mutual Funds, Equity Research, Investments, Strategy, Social Media, Public Speaking, Wealth Management, Management, Options, Trading, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Asset Allocation, Hedge Funds, Investment Strategies, Equities
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General
Hall Capital Partners LLC December 2013 - September 2014
BlackRock June 2013 - November 2013
Burk Hall & Co LLC September 2012 - November 2012
Merrill Lynch May 2012 - September 2012
RBC November 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Finance, Microsoft Office, Equity Trading, Asset Management, Equity Capital Markets, Global Investment..., Portfolio Management, Mutual Funds, Equity Research, Investments, Strategy, Social Media, Public Speaking, Wealth Management, Management, Options, Trading, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Asset Allocation, Hedge Funds, Investment Strategies, Equities
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General
Jared Cutler Jared Cutler's Merrill Lynch Experience 2002 - 2008
Job President & CEO Five Factor Capital Advisors
Industry Financial Services
Experience
Five Factor Capital Advisors September 2012 - Present
Conrad Capital Mangement 2008 - 2012
Merrill Lynch 2002 - 2008
Skills
Wealth Management, Modern Portfolio Theory, Fiduciary, Holistic Financial..., Investment Management, Investment Policy..., Asset Allocation
Education
University of Arizona 1995 — 2000
BS in Business Administration, Dual Concentration in Finance & Management
Harrison High School 1991 — 1995
Five Factor Capital Advisors September 2012 - Present
Conrad Capital Mangement 2008 - 2012
Merrill Lynch 2002 - 2008
Skills
Wealth Management, Modern Portfolio Theory, Fiduciary, Holistic Financial..., Investment Management, Investment Policy..., Asset Allocation
Education
University of Arizona 1995 — 2000
BS in Business Administration, Dual Concentration in Finance & Management
Harrison High School 1991 — 1995
Ryan Sitrin Ryan Sitrin's Merrill Lynch Experience October 2004 - February 2012
Job Portfolio Manager at Sitrin Capital Portfolio Management
Industry Investment Management
Experience
Sitrin Capital Portfolio Management February 2012 - Present
Merrill Lynch October 2004 - February 2012
Skills
Investments, Investment Strategies, Finance, Management, Financial Risk, Financial Advisory, Financial Modeling, Valuation, Equities, Asset Management
Education
University of Arizona 1999 — 2004
Bachelor's degree, Economics
Brentwood School 1993 — 1999
Sitrin Capital Portfolio Management February 2012 - Present
Merrill Lynch October 2004 - February 2012
Skills
Investments, Investment Strategies, Finance, Management, Financial Risk, Financial Advisory, Financial Modeling, Valuation, Equities, Asset Management
Education
University of Arizona 1999 — 2004
Bachelor's degree, Economics
Brentwood School 1993 — 1999
Brent Hankins's Merrill Lynch Experience September 2012 - December 2012
Job Trading Operations Associate at Fisher Investments
Industry Investment Banking
Experience
Fisher Investments October 2014 - Present
Fisher Investments June 2013 - October 2014
CFA Institute Global Investment Research Challenge September 2012 - May 2013
UA Presents May 2012 - May 2013
Merrill Lynch September 2012 - December 2012
Homestead In-Home Care Solutions, LLC January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Finance, Customer Service, Research, Public Speaking, Leadership, Management, Bloomberg Terminal, DCF Valuation, DCF Modeling
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General, Senior
Fisher Investments October 2014 - Present
Fisher Investments June 2013 - October 2014
CFA Institute Global Investment Research Challenge September 2012 - May 2013
UA Presents May 2012 - May 2013
Merrill Lynch September 2012 - December 2012
Homestead In-Home Care Solutions, LLC January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Finance, Customer Service, Research, Public Speaking, Leadership, Management, Bloomberg Terminal, DCF Valuation, DCF Modeling
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General, Senior
Meghan McCollough Meghan McCollough's Merrill Lynch Experience May 2008 - August 2008
Job CDO Operations Manager at U.S. Bank
Industry Financial Services
Experience
Shred415 June 2014 - Present
U.S. Bank April 2014 - Present
U.S. Bank November 2013 - April 2014
U.S. Bank June 2012 - November 2013
US Bank November 2010 - June 2012
Navisis Financial/National Securities May 2010 - October 2010
SP Recovery, LLC December 2008 - May 2010
Investment Performance Services Group August 2008 - December 2008
Investment Performance Services Group July 2008 - November 2008
Merrill Lynch May 2008 - August 2008
Skills
Finance, Financial Analysis, Microsoft Excel, Customer Service, Cash Flow, Spreadsheets, Real Estate, Business Strategy, Public Relations, Proposal Writing, Workshop Facilitation, Customer Support, Investments, Financial Modeling, Portfolio Management, Loans
Education
Rhodes College 2005 — 2009
Bachelor of Arts, Business Administration: Marketing, Finance
Rhodes College 2005 — 2009
Bachelor of Arts, Business Administration; Marketing and Finance
University of Antwerp 2008 — 2008
Bachelor, International Finance
Union High School 2001 — 2005
High School Diploma
Union High School 2001 — 2005
High School Diploma
Shred415 June 2014 - Present
U.S. Bank April 2014 - Present
U.S. Bank November 2013 - April 2014
U.S. Bank June 2012 - November 2013
US Bank November 2010 - June 2012
Navisis Financial/National Securities May 2010 - October 2010
SP Recovery, LLC December 2008 - May 2010
Investment Performance Services Group August 2008 - December 2008
Investment Performance Services Group July 2008 - November 2008
Merrill Lynch May 2008 - August 2008
Skills
Finance, Financial Analysis, Microsoft Excel, Customer Service, Cash Flow, Spreadsheets, Real Estate, Business Strategy, Public Relations, Proposal Writing, Workshop Facilitation, Customer Support, Investments, Financial Modeling, Portfolio Management, Loans
Education
Rhodes College 2005 — 2009
Bachelor of Arts, Business Administration: Marketing, Finance
Rhodes College 2005 — 2009
Bachelor of Arts, Business Administration; Marketing and Finance
University of Antwerp 2008 — 2008
Bachelor, International Finance
Union High School 2001 — 2005
High School Diploma
Union High School 2001 — 2005
High School Diploma
TJ Drogaris's Merrill Lynch Experience July 2007 - September 2007
Job Investments Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments June 2012 - December 2013
Self Employeed January 2011 - January 2013
JetBlue Airways June 2008 - August 2008
Klein's TaeKwonDo Academy March 2005 - July 2008
Merrill Lynch July 2007 - September 2007
Skills
Customer Service, Customer Retention, Process Improvement, Teamwork
Education
University of Arizona 2008 — 2012
Bachelor of Science, Business Administration & Finance
Colts Neck Highschool 2004 — 2008
High School Diploma
Fidelity Investments December 2013 - Present
Fidelity Investments June 2012 - December 2013
Self Employeed January 2011 - January 2013
JetBlue Airways June 2008 - August 2008
Klein's TaeKwonDo Academy March 2005 - July 2008
Merrill Lynch July 2007 - September 2007
Skills
Customer Service, Customer Retention, Process Improvement, Teamwork
Education
University of Arizona 2008 — 2012
Bachelor of Science, Business Administration & Finance
Colts Neck Highschool 2004 — 2008
High School Diploma
Wesley Previant Wesley Previant's Merrill Lynch Experience July 2004 - August 2005
Job Vice President Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
Morgan Stanley April 2012 - June 2014
Morgan Stanley Smith Barney August 2005 - May 2012
Merrill Lynch July 2004 - August 2005
Consolidated Electric Distributors 2003 - 2004
E*TRADE Financial September 2000 - March 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Investment Advisory, 401k, Retirement, Series 6, Series 24, Series 63, FINRA, Wealth Management, Defined Benefit, Retirement Plan..., Pensions, Qualified Retirement..., Financial Advisory, Defined Contribution, Investment Management, Asset Allocation, Series 65, 401k Rollovers, Certified Financial..., Strategic Financial..., Investment Strategies, Finance, ETFs, Estate Planning, Equities, Securities, Financial Services, Uniform Combined State..., IRAs, Asset Management, Investments, Wealth Management..., Fixed Annuities, Alternative Investments, Separately Managed..., Fixed Income, Financial Planners, Life Insurance, Bonds, Portfolio Management, Wealth, Variable Annuities
Education
University of Arizona 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
RBC Wealth Management June 2014 - Present
Morgan Stanley April 2012 - June 2014
Morgan Stanley Smith Barney August 2005 - May 2012
Merrill Lynch July 2004 - August 2005
Consolidated Electric Distributors 2003 - 2004
E*TRADE Financial September 2000 - March 2003
Skills
Series 7, Mutual Funds, Retirement Planning, Investment Advisory, 401k, Retirement, Series 6, Series 24, Series 63, FINRA, Wealth Management, Defined Benefit, Retirement Plan..., Pensions, Qualified Retirement..., Financial Advisory, Defined Contribution, Investment Management, Asset Allocation, Series 65, 401k Rollovers, Certified Financial..., Strategic Financial..., Investment Strategies, Finance, ETFs, Estate Planning, Equities, Securities, Financial Services, Uniform Combined State..., IRAs, Asset Management, Investments, Wealth Management..., Fixed Annuities, Alternative Investments, Separately Managed..., Fixed Income, Financial Planners, Life Insurance, Bonds, Portfolio Management, Wealth, Variable Annuities
Education
University of Arizona 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Paul Pintek's Merrill Lynch Experience June 2015 - Present
Job MBA / Merrill Lynch
Industry Military
Experience
Merrill Lynch June 2015 - Present
United States Marine Corps October 2013 - Present
Merrill Lynch February 2015 - May 2015
Bank of America May 2014 - August 2014
Merrill Lynch October 2013 - April 2014
United States Marine Corps June 2010 - August 2013
United States Marine Corps December 2010 - October 2011
United States Marine Corps September 2008 - June 2010
Urban Outfitters 2005 - 2007
Skills
Investments, Leadership, Training, Management, Organizational..., Leadership Development, Team Leadership, Team Building, Program Management, Cross-functional Team...
Education
University of San Diego 2013 — 2015
Master of Business Administration (MBA), Investments and International Business, 3.8 GPA
Lean Six Sigma 2012 — 2012
Green Belt, Process Improvement
University of Arizona 2002 — 2006
COMMUNICATION, Bachelor of arts
Merrill Lynch June 2015 - Present
United States Marine Corps October 2013 - Present
Merrill Lynch February 2015 - May 2015
Bank of America May 2014 - August 2014
Merrill Lynch October 2013 - April 2014
United States Marine Corps June 2010 - August 2013
United States Marine Corps December 2010 - October 2011
United States Marine Corps September 2008 - June 2010
Urban Outfitters 2005 - 2007
Skills
Investments, Leadership, Training, Management, Organizational..., Leadership Development, Team Leadership, Team Building, Program Management, Cross-functional Team...
Education
University of San Diego 2013 — 2015
Master of Business Administration (MBA), Investments and International Business, 3.8 GPA
Lean Six Sigma 2012 — 2012
Green Belt, Process Improvement
University of Arizona 2002 — 2006
COMMUNICATION, Bachelor of arts
Danielle Scheer Danielle Scheer's Merrill Lynch Experience 2004 - 2004
Job National Business Development Executive at Staples Advantage
Industry Printing
Experience
Staples Advantage July 2013 - Present
Staples May 2011 - July 2014
TheLadders.com June 2008 - May 2011
Merrill Lynch 2004 - 2004
Skills
Customer Service, Recruiting, E-commerce, Salesforce.com, Cold Calling, Selling, Solution Selling, Sales Process, Sales Management, Online Advertising, Account Management, Email Marketing, CRM, Business Development, Marketing, B2B, Customer Retention, Strategy, Sales
Education
University of Arizona 2004 — 2008
BA in English, Writing and Business Psychology
Staples Advantage July 2013 - Present
Staples May 2011 - July 2014
TheLadders.com June 2008 - May 2011
Merrill Lynch 2004 - 2004
Skills
Customer Service, Recruiting, E-commerce, Salesforce.com, Cold Calling, Selling, Solution Selling, Sales Process, Sales Management, Online Advertising, Account Management, Email Marketing, CRM, Business Development, Marketing, B2B, Customer Retention, Strategy, Sales
Education
University of Arizona 2004 — 2008
BA in English, Writing and Business Psychology
Heather Hanson Heather Hanson's Merrill Lynch Experience February 2010 - May 2010
Job Food Sourcing Manager at North Texas Food Bank
Industry Logistics and Supply Chain
Experience
North Texas Food Bank February 2015 - Present
Trader Joe's December 2013 - February 2015
PENSCO Trust Company June 2012 - November 2013
AT&T Mobility January 2012 - May 2012
Nanjing America University November 2010 - August 2011
Merrill Lynch February 2010 - May 2010
ARINC May 2008 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Intermediate Chinese, Microsoft Access, Quickbooks, Development Of Employees, Retail Sales Analysis, Inventory Planning, Visual Merchandising, Team Building, Employee Engagement, Mass Hiring, Real Estate Transactions, Client Services
Education
University of Arizona 2008 — 2011
Bachelor of Science in Business Administration, Finance
North Texas Food Bank February 2015 - Present
Trader Joe's December 2013 - February 2015
PENSCO Trust Company June 2012 - November 2013
AT&T Mobility January 2012 - May 2012
Nanjing America University November 2010 - August 2011
Merrill Lynch February 2010 - May 2010
ARINC May 2008 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Intermediate Chinese, Microsoft Access, Quickbooks, Development Of Employees, Retail Sales Analysis, Inventory Planning, Visual Merchandising, Team Building, Employee Engagement, Mass Hiring, Real Estate Transactions, Client Services
Education
University of Arizona 2008 — 2011
Bachelor of Science in Business Administration, Finance
Nathan Rekdahl Nathan Rekdahl's Merrill Lynch Experience August 2011 - December 2011
Job Operations Associate at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. August 2015 - Present
Porch August 2014 - June 2015
Vanguard February 2013 - August 2014
Costco Wholesale March 2012 - January 2013
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Sales, Securities, Financial Services, Wealth Management, Retirement Planning, Financial Modeling, Financial Advisory, Communication Skills, Networking, Economics, Investments, Microsoft Excel, Finance, Asset Allocation, PowerPoint, Forecasting
Education
University of Arizona 2009 — 2012
Bachelor's degree, Economics
University of Washington 2008 — 2009
Tamarac Inc. August 2015 - Present
Porch August 2014 - June 2015
Vanguard February 2013 - August 2014
Costco Wholesale March 2012 - January 2013
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Sales, Securities, Financial Services, Wealth Management, Retirement Planning, Financial Modeling, Financial Advisory, Communication Skills, Networking, Economics, Investments, Microsoft Excel, Finance, Asset Allocation, PowerPoint, Forecasting
Education
University of Arizona 2009 — 2012
Bachelor's degree, Economics
University of Washington 2008 — 2009
Carly Portnoy Carly Portnoy's Merrill Lynch Experience December 2011 - May 2012
Job Market Development Manager at Qubit.
Industry Online Media
Experience
Qubit. July 2015 - Present
SinglePlatform (A Part of Constant Contact) June 2014 - July 2015
Adam D. Technology April 2013 - May 2014
American Advertising Federation January 2013 - January 2014
Campus Entertainment, LLC March 2012 - May 2013
McFadden/Gavender Advertising November 2012 - April 2013
Serendipit Consulting September 2012 - January 2013
Merrill Lynch December 2011 - May 2012
Dorm Room Movers Inc March 2011 - May 2012
Skills
Advertising, Social Media Marketing, Marketing, PowerPoint, Time Management, Public Speaking, Microsoft Office, Management, Teamwork, Marketing Communications, SEO, Promotions, Market Research, Facebook, Inventory Management, Microsoft Excel, Microsoft Word, Public Relations, Social Networking, Event Management, Event Planning, American Sign Language, Excel, Basecamp, Salesforce.com, Social Media Integration, Social Media Measurement, Social Media Advertising, SPSS, Rapid Content Spinner, Email Marketing, Google Analytics, Cold Calling, Sales
Education
University of Arizona 2010 — 2014
Bachelor of Science and Business Administration, Business Administration; Marketing, Communications
Oceanside High School 2006 — 2010
Qubit. July 2015 - Present
SinglePlatform (A Part of Constant Contact) June 2014 - July 2015
Adam D. Technology April 2013 - May 2014
American Advertising Federation January 2013 - January 2014
Campus Entertainment, LLC March 2012 - May 2013
McFadden/Gavender Advertising November 2012 - April 2013
Serendipit Consulting September 2012 - January 2013
Merrill Lynch December 2011 - May 2012
Dorm Room Movers Inc March 2011 - May 2012
Skills
Advertising, Social Media Marketing, Marketing, PowerPoint, Time Management, Public Speaking, Microsoft Office, Management, Teamwork, Marketing Communications, SEO, Promotions, Market Research, Facebook, Inventory Management, Microsoft Excel, Microsoft Word, Public Relations, Social Networking, Event Management, Event Planning, American Sign Language, Excel, Basecamp, Salesforce.com, Social Media Integration, Social Media Measurement, Social Media Advertising, SPSS, Rapid Content Spinner, Email Marketing, Google Analytics, Cold Calling, Sales
Education
University of Arizona 2010 — 2014
Bachelor of Science and Business Administration, Business Administration; Marketing, Communications
Oceanside High School 2006 — 2010
Alex J. Stuchen Alex J. Stuchen's Merrill Lynch Experience August 2014 - Present
Job Team Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Essential Pharmacy Compounding - Kohll's Pharmacy and Homecare December 2013 - August 2014
Grant Properties May 2012 - August 2012
Tucson Jewish Community Center January 2009 - January 2012
Spectra Kitchen and Bath, JS Design and Build May 2011 - August 2011
Dry Heat Trading Co. LLC and Design January 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Fitness Training, Communication, Friendly Personality, Spanish-speaking, Travel, Social Media, Customer Service, Customer Satisfaction, Real Estate
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Regional Development
Merrill Lynch August 2014 - Present
Essential Pharmacy Compounding - Kohll's Pharmacy and Homecare December 2013 - August 2014
Grant Properties May 2012 - August 2012
Tucson Jewish Community Center January 2009 - January 2012
Spectra Kitchen and Bath, JS Design and Build May 2011 - August 2011
Dry Heat Trading Co. LLC and Design January 2006 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Fitness Training, Communication, Friendly Personality, Spanish-speaking, Travel, Social Media, Customer Service, Customer Satisfaction, Real Estate
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Regional Development
Brett Sollers Brett Sollers's Merrill Lynch Experience March 2010 - September 2011
Job Account Executive at LawRoom
Industry Internet
Experience
LawRoom February 2015 - Present
Fastly April 2014 - November 2014
Rocket Lawyer, Inc April 2012 - March 2014
Rocket Lawyer, Inc September 2011 - April 2012
Merrill Lynch March 2010 - September 2011
Morgan Stanley August 2006 - March 2010
Skills
Salesforce.com, Financial Modeling, Venture Capital, Series 7, Series 63, Investments, Business Development, Competitive Analysis, Lead Generation, Wealth Management, SaaS, Sales, Direct Sales, New Business Development, Strategic Partnerships, Finance, Strategy, Start-ups, CRM, Analytics
Education
University of Arizona 2001 — 2006
Bachelor of Arts, Communication
LawRoom February 2015 - Present
Fastly April 2014 - November 2014
Rocket Lawyer, Inc April 2012 - March 2014
Rocket Lawyer, Inc September 2011 - April 2012
Merrill Lynch March 2010 - September 2011
Morgan Stanley August 2006 - March 2010
Skills
Salesforce.com, Financial Modeling, Venture Capital, Series 7, Series 63, Investments, Business Development, Competitive Analysis, Lead Generation, Wealth Management, SaaS, Sales, Direct Sales, New Business Development, Strategic Partnerships, Finance, Strategy, Start-ups, CRM, Analytics
Education
University of Arizona 2001 — 2006
Bachelor of Arts, Communication
Nick Basso's Merrill Lynch Experience January 2005 - December 2006
Job Food, Sales, Management
Industry Internet
Experience
Dad Co. January 2015 - Present
The Angels' Forum January 2014 - January 2015
CaliforniaCopia March 2013 - January 2014
GigaOM February 2008 - January 2013
eBay, Inc. January 2007 - January 2008
Merrill Lynch January 2005 - December 2006
Skills
Analytics, Social Media, Lead Generation, Events, Online Advertising, Business Models, Forecasting, Strategic Relationships, BBQ, Entrepreneurship, Social Media Marketing, Enterprise, Sales Management, Account Management, Sales, Start-ups, Advertising, Enterprise Software, SaaS, New Business Development, Strategic Planning, E-commerce, Salesforce.com, Product Management, Competitive Analysis, Product Marketing, Mobile Devices, Strategy, Digital Media, Online Marketing, Digital Marketing, Digital Strategy, Strategic Partnerships, Email Marketing, SEM, Mobile Marketing, Web Analytics, CRM
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2011
MBA, Entrepreneurship
University of San Francisco 2001 — 2003
B.S., Business Administration
University of Arizona 1998 — 2000
Business
Dad Co. January 2015 - Present
The Angels' Forum January 2014 - January 2015
CaliforniaCopia March 2013 - January 2014
GigaOM February 2008 - January 2013
eBay, Inc. January 2007 - January 2008
Merrill Lynch January 2005 - December 2006
Skills
Analytics, Social Media, Lead Generation, Events, Online Advertising, Business Models, Forecasting, Strategic Relationships, BBQ, Entrepreneurship, Social Media Marketing, Enterprise, Sales Management, Account Management, Sales, Start-ups, Advertising, Enterprise Software, SaaS, New Business Development, Strategic Planning, E-commerce, Salesforce.com, Product Management, Competitive Analysis, Product Marketing, Mobile Devices, Strategy, Digital Media, Online Marketing, Digital Marketing, Digital Strategy, Strategic Partnerships, Email Marketing, SEM, Mobile Marketing, Web Analytics, CRM
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2011
MBA, Entrepreneurship
University of San Francisco 2001 — 2003
B.S., Business Administration
University of Arizona 1998 — 2000
Business
Lance Yudkin's Merrill Lynch Experience August 2004 - August 2005
Job President and Founder / Luxury Motor Group, LLC
Industry Automotive
Experience
LuxSport Motor Group January 2005 - Present
Exotic Classics January 2012 - January 2013
Colliers International November 2010 - Present
Newmark Knight Frank January 2007 - January 2010
Cole Capital August 2005 - August 2006
Merrill Lynch August 2004 - August 2005
Skills
Risk Management, Brokerage, Asset Managment, Real Estate Transactions, Real Estate Economics, Real Estate, Disposition, DCF, Corporate Real Estate, Leadership, Leases, Real Estate Development
Education
University of Arizona 1997 — 2001
Bachelors of Arts, Business and Sociology
Ballard High School 1993 — 1997
High School Diploma
Cheshire Academy 1996 — 1996
LuxSport Motor Group January 2005 - Present
Exotic Classics January 2012 - January 2013
Colliers International November 2010 - Present
Newmark Knight Frank January 2007 - January 2010
Cole Capital August 2005 - August 2006
Merrill Lynch August 2004 - August 2005
Skills
Risk Management, Brokerage, Asset Managment, Real Estate Transactions, Real Estate Economics, Real Estate, Disposition, DCF, Corporate Real Estate, Leadership, Leases, Real Estate Development
Education
University of Arizona 1997 — 2001
Bachelors of Arts, Business and Sociology
Ballard High School 1993 — 1997
High School Diploma
Cheshire Academy 1996 — 1996
Shane O'Brien's Merrill Lynch Experience June 1996 - August 1998
Job Vice President Internal Divisional Sales Manager, Broker Dealer Channel
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
RAA Wealth Management August 1998 - February 2007
Merrill Lynch June 1996 - August 1998
Education
University of Arizona 1993 — 1996
Fidelity Investments May 2007 - Present
RAA Wealth Management August 1998 - February 2007
Merrill Lynch June 1996 - August 1998
Education
University of Arizona 1993 — 1996
Jeffrey Klinger's Merrill Lynch Experience November 2013 - Present
Job Merrill Lynch Senior Vice President Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - November 2014
Lehman Brothers November 1999 - September 2008
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Alternative Investments, Equities, Trading Systems, Bloomberg, Electronic Trading, Derivatives, Equity Derivatives, Equity Research, Financial Structuring, Investments, Private Equity, Securities, Valuation, Venture Capital
Education
University of Arizona 1993 — 1997
University of Arizona, Eller College of Management 1993 — 1997
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - November 2014
Lehman Brothers November 1999 - September 2008
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Alternative Investments, Equities, Trading Systems, Bloomberg, Electronic Trading, Derivatives, Equity Derivatives, Equity Research, Financial Structuring, Investments, Private Equity, Securities, Valuation, Venture Capital
Education
University of Arizona 1993 — 1997
University of Arizona, Eller College of Management 1993 — 1997
Josh Bliss's Merrill Lynch Experience 2003 - 2006
Job Vice PresidentInvestments, Senior Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
E*TRADE FINANCIAL April 2006 - March 2008
Merrill Lynch 2003 - 2006
Estate Planning of California 2001 - 2003
Skills
Investment Strategies, Retirement Planning, Investment Planning, Asset Allocation, 401k Rollovers, Relationship Management, Financial Advisory, Financial Services, Financial Analysis, Wealth Accumulation..., Estate Investment..., Intergenerational..., Wealth Preservation..., Fixed Income Strategies, Stock Research, ETFs, Investments, Stock Trading, Bond Markets, Unit Investment Trusts, 529 Plans, Mutual Funds, Long Term Care Insurance, Life Insurance
Education
University of Arizona 1987 — 1992
B.S
Wells Fargo Advisors March 2008 - Present
E*TRADE FINANCIAL April 2006 - March 2008
Merrill Lynch 2003 - 2006
Estate Planning of California 2001 - 2003
Skills
Investment Strategies, Retirement Planning, Investment Planning, Asset Allocation, 401k Rollovers, Relationship Management, Financial Advisory, Financial Services, Financial Analysis, Wealth Accumulation..., Estate Investment..., Intergenerational..., Wealth Preservation..., Fixed Income Strategies, Stock Research, ETFs, Investments, Stock Trading, Bond Markets, Unit Investment Trusts, 529 Plans, Mutual Funds, Long Term Care Insurance, Life Insurance
Education
University of Arizona 1987 — 1992
B.S
Edward Plotkin's Merrill Lynch Experience 2002 - 2005
Job Senior Vice President Client Advisor at BOSC, Inc. & The Private Bank
Industry Investment Management
Experience
BOK Financial April 2014 - Present
Contango Capital Advisors September 2010 - April 2014
MidFirst Bank September 2005 - September 2010
UBS Wealth Management 2005 - 2005
Merrill Lynch 2002 - 2005
Skills
Customer Service, High Net Worth..., Financial Analysis, Wealth Management, Wealth Management..., Finance, Portfolio Management, Investments, Credit, Strategic Planning, Risk Management
Education
University of Arizona 1987 — 1991
BA, Economics
St. Louis Country Day School 1979 — 1987
BOK Financial April 2014 - Present
Contango Capital Advisors September 2010 - April 2014
MidFirst Bank September 2005 - September 2010
UBS Wealth Management 2005 - 2005
Merrill Lynch 2002 - 2005
Skills
Customer Service, High Net Worth..., Financial Analysis, Wealth Management, Wealth Management..., Finance, Portfolio Management, Investments, Credit, Strategic Planning, Risk Management
Education
University of Arizona 1987 — 1991
BA, Economics
St. Louis Country Day School 1979 — 1987
Troy Chakarun, CPWA's Merrill Lynch Experience 1998 - 2004
Job SVP, National Sales Manager Private Wealth & Advisory Group at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management November 2014 - Present
Voya Investment Management March 2011 - November 2014
Voya Investment Management November 2008 - March 2011
ING Funds May 2005 - November 2008
Banc of America Investment Services, Inc. April 2004 - April 2005
Merrill Lynch 1998 - 2004
Skills
Wealth Management, Financial Advisory, Wealth, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Series 63, Separately Managed..., Asset Management, Investments, Investment Strategies, Investment Advisory, Portfolio Management, Series 65
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business
University of Arizona 1993 — 1997
B.A., Economics
Saguaro
Voya Investment Management November 2014 - Present
Voya Investment Management March 2011 - November 2014
Voya Investment Management November 2008 - March 2011
ING Funds May 2005 - November 2008
Banc of America Investment Services, Inc. April 2004 - April 2005
Merrill Lynch 1998 - 2004
Skills
Wealth Management, Financial Advisory, Wealth, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Series 63, Separately Managed..., Asset Management, Investments, Investment Strategies, Investment Advisory, Portfolio Management, Series 65
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business
University of Arizona 1993 — 1997
B.A., Economics
Saguaro
John Seedall's Merrill Lynch Experience May 2005 - July 2007
Job Vice President Private Client Advisor J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
USAA August 2007 - April 2012
Merrill Lynch May 2005 - July 2007
Education
University of Arizona 2001 — 2005
BS, Finance
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's of Science, Finance, General
J.P. Morgan April 2012 - Present
USAA August 2007 - April 2012
Merrill Lynch May 2005 - July 2007
Education
University of Arizona 2001 — 2005
BS, Finance
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's of Science, Finance, General
David N. De Nitto, CFP®'s Merrill Lynch Experience January 2003 - February 2014
Job Branch Manager, Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC February 2014 - February 2015
Merrill Lynch January 2003 - February 2014
Morgan Stanley Dean Witter August 1999 - January 2003
Morgan Stanley Dean Witter March 1997 - August 1999
Skills
Financial Advisory, Asset Allocation, Finance, Retirement Planning, Alternative Investments, Retirement, Mutual Funds, Investments, Risk Management, Investment Strategies, Equities, Securities, Life Insurance, Fixed Annuities, Fixed Income, IRAs, 401k, Retirement Plans, investment planning
Education
University of Arizona 1994 — 1999
BS, Finance and Economics
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC February 2014 - February 2015
Merrill Lynch January 2003 - February 2014
Morgan Stanley Dean Witter August 1999 - January 2003
Morgan Stanley Dean Witter March 1997 - August 1999
Skills
Financial Advisory, Asset Allocation, Finance, Retirement Planning, Alternative Investments, Retirement, Mutual Funds, Investments, Risk Management, Investment Strategies, Equities, Securities, Life Insurance, Fixed Annuities, Fixed Income, IRAs, 401k, Retirement Plans, investment planning
Education
University of Arizona 1994 — 1999
BS, Finance and Economics
Russ Dyer CFP®, CRPC®, ChFC®'s Merrill Lynch Experience May 2005 - May 2007
Job Senior Vice President, Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. June 2007 - Present
Merrill Lynch May 2005 - May 2007
UBS Wealth Management September 2002 - May 2005
Education
University of Arizona 1995 — 1998
Bachelor of Science (B.S.), Ecology and Evolutionary Biology, Physics, Mathematics, Chemistry, Genetics
SunTrust Investment Services, Inc. June 2007 - Present
Merrill Lynch May 2005 - May 2007
UBS Wealth Management September 2002 - May 2005
Education
University of Arizona 1995 — 1998
Bachelor of Science (B.S.), Ecology and Evolutionary Biology, Physics, Mathematics, Chemistry, Genetics
Katie Danon, PHR's Merrill Lynch Experience February 2000 - July 2000
Job Director HR at Lippincott
Industry Management Consulting
Experience
Lippincott July 2014 - Present
Lippincott November 2011 - June 2014
Medidata Solutions June 2004 - November 2011
Mercer Delta Consulting August 2000 - June 2004
Merrill Lynch February 2000 - July 2000
Harris, Rothenberg International February 1995 - February 2000
Birth Hope Adoption Agency, Inc June 1994 - September 1994
Skills
Onboarding, Employee Relations, HRIS, Human Resources, Performance Management, Employee Engagement, Interviews, Training, Employee Benefits, Employee Training, Payroll, New Hire Orientations, Benefits Administration, Personnel Management, Management, Time Management, ADP Payroll
Education
University of Arizona 1989 — 1993
BS, Family Studies
Lippincott July 2014 - Present
Lippincott November 2011 - June 2014
Medidata Solutions June 2004 - November 2011
Mercer Delta Consulting August 2000 - June 2004
Merrill Lynch February 2000 - July 2000
Harris, Rothenberg International February 1995 - February 2000
Birth Hope Adoption Agency, Inc June 1994 - September 1994
Skills
Onboarding, Employee Relations, HRIS, Human Resources, Performance Management, Employee Engagement, Interviews, Training, Employee Benefits, Employee Training, Payroll, New Hire Orientations, Benefits Administration, Personnel Management, Management, Time Management, ADP Payroll
Education
University of Arizona 1989 — 1993
BS, Family Studies
Sean Stuchen's Merrill Lynch Experience January 2002 - Present
Job Sean Stuchen Photography
Industry Photography
Experience
Merrill Lynch January 2002 - Present
Sean Stuchen Photography 2009 - Present
Factory 2-U Stores, Inc. November 1995 - October 2000
Education
University of Arizona 1987 — 1991
Bachelor of Science (B.S.), Economics
Merrill Lynch January 2002 - Present
Sean Stuchen Photography 2009 - Present
Factory 2-U Stores, Inc. November 1995 - October 2000
Education
University of Arizona 1987 — 1991
Bachelor of Science (B.S.), Economics
Christopher Sprules's Merrill Lynch Experience April 2006 - August 2006
Job Vice President at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase July 2006 - Present
Merrill Lynch April 2006 - August 2006
Frontgate Systems June 2004 - August 2004
Skills
Financial Modeling, Financial Analysis
Education
University of Arizona, Eller College of Management 2002 — 2006
BSBA, Finance, Entrepreneurship
JP Morgan Chase July 2006 - Present
Merrill Lynch April 2006 - August 2006
Frontgate Systems June 2004 - August 2004
Skills
Financial Modeling, Financial Analysis
Education
University of Arizona, Eller College of Management 2002 — 2006
BSBA, Finance, Entrepreneurship
Aida Castro's Merrill Lynch Experience November 2006 - October 2009
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Allstate Financial May 2009 - May 2012
Merrill Lynch November 2006 - October 2009
Skills
Retirement Planning, Life Insurance, Personal Finance, Investments, Portfolio Management, Insurance, Financial Analysis, Options, Corporate Finance, Risk Management, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement, Fixed Annuities, Employee Benefits, Finance
Education
University of Phoenix 2004 — 2006
MBA, Global Management
University of Arizona
BS, Exercise Physiology
New York Life Insurance Company May 2012 - Present
Allstate Financial May 2009 - May 2012
Merrill Lynch November 2006 - October 2009
Skills
Retirement Planning, Life Insurance, Personal Finance, Investments, Portfolio Management, Insurance, Financial Analysis, Options, Corporate Finance, Risk Management, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement, Fixed Annuities, Employee Benefits, Finance
Education
University of Phoenix 2004 — 2006
MBA, Global Management
University of Arizona
BS, Exercise Physiology
Ryan Switz's Merrill Lynch Experience October 2001 - May 2003
Job Branch General Manager at K2M
Industry Medical Devices
Experience
K2M August 2011 - Present
Medtronic June 2003 - August 2011
Merrill Lynch October 2001 - May 2003
Skills
Medical Devices, Operating Room, Capital Equipment, Surgeons, Spine, Orthopedic, Surgery, Hospitals, Surgical Instruments, Neurosurgery, Disposables, Minimally Invasive..., Healthcare, Market Development, New Business Development, Sales Management, Marketing Strategy
Education
University of Arizona 1994 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
K2M August 2011 - Present
Medtronic June 2003 - August 2011
Merrill Lynch October 2001 - May 2003
Skills
Medical Devices, Operating Room, Capital Equipment, Surgeons, Spine, Orthopedic, Surgery, Hospitals, Surgical Instruments, Neurosurgery, Disposables, Minimally Invasive..., Healthcare, Market Development, New Business Development, Sales Management, Marketing Strategy
Education
University of Arizona 1994 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Risi's Merrill Lynch Experience June 2007 - August 2007
Job Ask Questions
Industry Internet
Experience
Divvie June 2014 - Present
Ultimate Consignment April 2010 - May 2012
ugreekrow March 2008 - May 2010
Merrill Lynch June 2007 - August 2007
Skills
Entrepreneurship, Lean Startup, Internet Entrepreneur, Startup Marketing, Early-stage Startups, Startup Development, Crowdfunding, Monetization, Social Commerce, Website Monetization, Early Stage Companies, Start-up Consulting, New Venture Development, Location Intelligence, Disposition, Ruby on Rails, Venture Financing, PPC, Managing Start-ups, Start-ups, Real Estate Economics, Mobile Marketing, Corporate Blogging, Capital Raising, Start-up Ventures, Entrepreneurship..., Start-up Environment, Sales, Investments, Management
Education
University of Arizona 2004 — 2008
Bachelor of Science (B.S.), Finance, General, 3.74
Divvie June 2014 - Present
Ultimate Consignment April 2010 - May 2012
ugreekrow March 2008 - May 2010
Merrill Lynch June 2007 - August 2007
Skills
Entrepreneurship, Lean Startup, Internet Entrepreneur, Startup Marketing, Early-stage Startups, Startup Development, Crowdfunding, Monetization, Social Commerce, Website Monetization, Early Stage Companies, Start-up Consulting, New Venture Development, Location Intelligence, Disposition, Ruby on Rails, Venture Financing, PPC, Managing Start-ups, Start-ups, Real Estate Economics, Mobile Marketing, Corporate Blogging, Capital Raising, Start-up Ventures, Entrepreneurship..., Start-up Environment, Sales, Investments, Management
Education
University of Arizona 2004 — 2008
Bachelor of Science (B.S.), Finance, General, 3.74
Brian Prince's Merrill Lynch Experience July 2000 - June 2002
Job Financial Analyst at Raytheon
Industry Defense & Space
Experience
Raytheon January 2005 - Present
Merrill Lynch July 2000 - June 2002
Skills
Government Contracting, Earned Value Management, Cross-functional Team..., Project Management, Six Sigma, Strategic Planning, Program Management, Cost Benefit, Process Improvement, Banking, Risk Management, DoD, Financial Analysis, Analysis, Proposal Writing, Security Clearance, Aerospace
Education
University of Arizona 1996 — 1999
BS, Finance & Accounting
Raytheon January 2005 - Present
Merrill Lynch July 2000 - June 2002
Skills
Government Contracting, Earned Value Management, Cross-functional Team..., Project Management, Six Sigma, Strategic Planning, Program Management, Cost Benefit, Process Improvement, Banking, Risk Management, DoD, Financial Analysis, Analysis, Proposal Writing, Security Clearance, Aerospace
Education
University of Arizona 1996 — 1999
BS, Finance & Accounting
Jonathan Havens's Merrill Lynch Experience January 2007 - May 2007
Job Venture Capital & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Merrill Lynch January 2007 - May 2007
Creative Machines Incorporated January 2006 - December 2006
Education
University of Arizona 2002 — 2007
Honors BSBA, Honors Business Economics and Entrepreneurship
Merrill Lynch January 2007 - May 2007
Creative Machines Incorporated January 2006 - December 2006
Education
University of Arizona 2002 — 2007
Honors BSBA, Honors Business Economics and Entrepreneurship
Hua Tan's Merrill Lynch Experience 2010 - April 2011
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2011 - Present
Merrill Lynch 2010 - April 2011
AIG April 2009 - October 2009
CIBC World Markets May 2000 - March 2009
Skills
Data Warehousing, Business Intelligence, SDLC, Oracle, SQL, Microsoft SQL Server, Databases, Risk Management, Cognos, .NET, Project Management, Visual Basic, Capital Markets, Credit Risk, OLAP, Java Enterprise Edition, Basel II, Data Analysis, Performance Tuning, Dimensional Modeling, SQL Tuning, Business Analysis, Solution Architecture, Enterprise Architecture, Software Project..., ETL, Requirements Gathering, Data Modeling
Education
A Chinese National Math Olympiad Winner
Nanjing University
Bachelor of Science
University of Arizona
Master of Science
Bank of America Merrill Lynch March 2011 - Present
Merrill Lynch 2010 - April 2011
AIG April 2009 - October 2009
CIBC World Markets May 2000 - March 2009
Skills
Data Warehousing, Business Intelligence, SDLC, Oracle, SQL, Microsoft SQL Server, Databases, Risk Management, Cognos, .NET, Project Management, Visual Basic, Capital Markets, Credit Risk, OLAP, Java Enterprise Edition, Basel II, Data Analysis, Performance Tuning, Dimensional Modeling, SQL Tuning, Business Analysis, Solution Architecture, Enterprise Architecture, Software Project..., ETL, Requirements Gathering, Data Modeling
Education
A Chinese National Math Olympiad Winner
Nanjing University
Bachelor of Science
University of Arizona
Master of Science
Christopher K. Lutzel's Merrill Lynch Experience August 1995 - May 1999
Job Financial Advisor at Grand Canyon Planning Associates
Industry Financial Services
Experience
Grand Canyon Planning Associates August 2012 - Present
Rock Bridge Financial, LLC January 2011 - August 2012
Royal Alliance Associates, Inc. February 2009 - December 2010
AIG Financial Advisors October 2004 - November 2008
H & R Block Financial Advisors May 2004 - October 2004
Charles Schwab October 2003 - May 2004
Wells Fargo Investments April 2002 - July 2003
Morgan Stanley May 1999 - April 2002
Merrill Lynch August 1995 - May 1999
Skills
Retirement Planning, Investments, Securities, Financial Services, Financial Planning, Finance
Education
University of Arizona 1984 — 1987
Business Administration
Grand Canyon Planning Associates August 2012 - Present
Rock Bridge Financial, LLC January 2011 - August 2012
Royal Alliance Associates, Inc. February 2009 - December 2010
AIG Financial Advisors October 2004 - November 2008
H & R Block Financial Advisors May 2004 - October 2004
Charles Schwab October 2003 - May 2004
Wells Fargo Investments April 2002 - July 2003
Morgan Stanley May 1999 - April 2002
Merrill Lynch August 1995 - May 1999
Skills
Retirement Planning, Investments, Securities, Financial Services, Financial Planning, Finance
Education
University of Arizona 1984 — 1987
Business Administration
Brent Bodner's Merrill Lynch Experience 1999 - 2002
Job Vice President Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2006 - Present
Mutual of Omaha, MOIS 2002 - 2006
Merrill Lynch 1999 - 2002
Education
University of Arizona 1994 — 1998
BS, Political Science
JP Morgan Chase Bank N.A. April 2006 - Present
Mutual of Omaha, MOIS 2002 - 2006
Merrill Lynch 1999 - 2002
Education
University of Arizona 1994 — 1998
BS, Political Science
Danyelle Bossardet's Merrill Lynch Experience June 2008 - February 2009
Job Graduate Student at University of California, Irvine
Industry Primary/Secondary Education
Experience
University of California, Irvine April 2009 - Present
Merrill Lynch June 2008 - February 2009
Education
University of Arizona 1991 — 1997
BFA, Musicl Rheatre
University of California, Irvine April 2009 - Present
Merrill Lynch June 2008 - February 2009
Education
University of Arizona 1991 — 1997
BFA, Musicl Rheatre
Ariya Pejouhesh's Merrill Lynch Experience April 2011 - Present
Job Senior Financial Advisor | Vice President | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Morgan Stanley July 2007 - April 2011
UBS February 2005 - May 2007
Skills
Investments, Estate Planning, Retirement Planning, Financial Planning, Banking, Lines Of Credit
Education
University of San Francisco 2004 — 2007
Bachelor's degree, Finance
University of Arizona 2003 — 2004
Bachelor's degree, Business Administration and Management, General
Merrill Lynch April 2011 - Present
Morgan Stanley July 2007 - April 2011
UBS February 2005 - May 2007
Skills
Investments, Estate Planning, Retirement Planning, Financial Planning, Banking, Lines Of Credit
Education
University of San Francisco 2004 — 2007
Bachelor's degree, Finance
University of Arizona 2003 — 2004
Bachelor's degree, Business Administration and Management, General
Gregory M Entringer's Merrill Lynch Experience 1991 - 1994
Job Management Consultant
Industry Information Technology and Services
Experience
Scottrade December 2011 - August 2013
Morgan Stanley May 2006 - August 2011
Morgan Stanley July 1999 - May 2006
Guy Carpenter 1995 - 1995
American Re-Insurance 1994 - 1994
Merrill Lynch 1991 - 1994
Skills
SDLC, Process Improvement, Derivatives, Quality Assurance, Investment Banking, Project Management, Team Building, Fixed Income, Equities, Capital Markets, Vendor Management, Risk Management, Business Analysis, Securities, Portfolio Management, Program Management, Trading, Asset Managment, Hedge Funds, Testing, Banking, Due Diligence, Valuation, Business Process..., Investments, Financial Services, Trading Systems
Education
Villanova University
Masters of Business Administration, Finance
University of Arizona
BA, Political Science
Millbrook School
High School Diploma
Scottrade December 2011 - August 2013
Morgan Stanley May 2006 - August 2011
Morgan Stanley July 1999 - May 2006
Guy Carpenter 1995 - 1995
American Re-Insurance 1994 - 1994
Merrill Lynch 1991 - 1994
Skills
SDLC, Process Improvement, Derivatives, Quality Assurance, Investment Banking, Project Management, Team Building, Fixed Income, Equities, Capital Markets, Vendor Management, Risk Management, Business Analysis, Securities, Portfolio Management, Program Management, Trading, Asset Managment, Hedge Funds, Testing, Banking, Due Diligence, Valuation, Business Process..., Investments, Financial Services, Trading Systems
Education
Villanova University
Masters of Business Administration, Finance
University of Arizona
BA, Political Science
Millbrook School
High School Diploma
Josh Roberts's Merrill Lynch Experience June 2006 - August 2006
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting 2014 - Present
Glympse April 2014 - June 2014
University of Washington, Michael G. Foster School of Business 2012 - 2014
Deloitte Consulting June 2013 - August 2013
The Hershey Company January 2013 - March 2013
McKinstry Capital 2011 - 2012
Grant Thornton LLP 2010 - 2011
KPMG LLP 2008 - 2009
Sempra Energy June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Forecasting, Financial Reporting, DCF, Valuation, Corporate Finance, Capital IQ, Bloomberg Terminal, Equities, Investments, Mergers & Acquisitions, Analysis, Competitive Analysis, Financial Modeling, Strategy, Business Strategy
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2004 — 2008
Bachelor, Accounting
Deloitte Consulting 2014 - Present
Glympse April 2014 - June 2014
University of Washington, Michael G. Foster School of Business 2012 - 2014
Deloitte Consulting June 2013 - August 2013
The Hershey Company January 2013 - March 2013
McKinstry Capital 2011 - 2012
Grant Thornton LLP 2010 - 2011
KPMG LLP 2008 - 2009
Sempra Energy June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Forecasting, Financial Reporting, DCF, Valuation, Corporate Finance, Capital IQ, Bloomberg Terminal, Equities, Investments, Mergers & Acquisitions, Analysis, Competitive Analysis, Financial Modeling, Strategy, Business Strategy
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2004 — 2008
Bachelor, Accounting
Michael Welch's Merrill Lynch Experience April 1994 - November 1999
Job Managing Director at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management January 2012 - Present
Robeco-Sage January 2010 - October 2011
Coast Asset Management June 2003 - November 2009
Lazard Asset Management November 1999 - May 2003
Merrill Lynch April 1994 - November 1999
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Managment, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Equities, Fixed Income, Investment Management, Mutual Funds, Private Equity, Series 7, Investment Advisory, Capital Markets, Wealth Management, Bloomberg, Institutional..., Asset Management
Education
University of Arizona 1987 — 1992
BA, Political Science, Finance
Rothschild Asset Management January 2012 - Present
Robeco-Sage January 2010 - October 2011
Coast Asset Management June 2003 - November 2009
Lazard Asset Management November 1999 - May 2003
Merrill Lynch April 1994 - November 1999
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Managment, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Equities, Fixed Income, Investment Management, Mutual Funds, Private Equity, Series 7, Investment Advisory, Capital Markets, Wealth Management, Bloomberg, Institutional..., Asset Management
Education
University of Arizona 1987 — 1992
BA, Political Science, Finance
Adam Langsam's Merrill Lynch Experience May 2007 - April 2009
Job Chief Operating Officer at William Harris Investors, Inc
Industry Investment Management
Experience
William Harris Investors, Inc July 2012 - Present
Willaim Harris Investors, Inc. December 2009 - June 2012
Merrill Lynch May 2007 - April 2009
Morgan Stanley February 2004 - March 2007
Morgan Stanley February 2002 - February 2004
Morgan Stanley 2000 - 2002
Lehman Brothers 1995 - 2000
Lehman Brothers July 1990 - July 1993
Skills
Prime Brokerage, Hedge Funds, Equities, Hedging, Derivatives, Alternative Investments, Structured Products, Investment Strategies, Equity Derivatives, Wealth Management, Trading Systems, Options, Securities, Structuring, Asset Management, Structured, Asset, Institutional, Fund Of Funds, Finance
Education
University of Chicago 1993 — 1995
Master of Business Administration (M.B.A.), High Honors, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1990
Bachelor of Arts (B.A.), Economics
University of Arizona 1986 — 1988
William Harris Investors, Inc July 2012 - Present
Willaim Harris Investors, Inc. December 2009 - June 2012
Merrill Lynch May 2007 - April 2009
Morgan Stanley February 2004 - March 2007
Morgan Stanley February 2002 - February 2004
Morgan Stanley 2000 - 2002
Lehman Brothers 1995 - 2000
Lehman Brothers July 1990 - July 1993
Skills
Prime Brokerage, Hedge Funds, Equities, Hedging, Derivatives, Alternative Investments, Structured Products, Investment Strategies, Equity Derivatives, Wealth Management, Trading Systems, Options, Securities, Structuring, Asset Management, Structured, Asset, Institutional, Fund Of Funds, Finance
Education
University of Chicago 1993 — 1995
Master of Business Administration (M.B.A.), High Honors, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1990
Bachelor of Arts (B.A.), Economics
University of Arizona 1986 — 1988
Joseph Ledesma's Merrill Lynch Experience August 2007 - Present
Job VP Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Education
University of Arizona
Bachelor's degree, Economics
Merrill Lynch August 2007 - Present
Education
University of Arizona
Bachelor's degree, Economics
Bradley Lundquist's Merrill Lynch Experience October 2006 - March 2009
Job First Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird March 2009 - Present
Merrill Lynch October 2006 - March 2009
Wachovia Securities Financial Network 2001 - 2006
Wachovia Securities Financial Network 2001 - 2006
Education
University of Arizona 1988 — 1994
Bachelor, Business and Communications
Robert W. Baird March 2009 - Present
Merrill Lynch October 2006 - March 2009
Wachovia Securities Financial Network 2001 - 2006
Wachovia Securities Financial Network 2001 - 2006
Education
University of Arizona 1988 — 1994
Bachelor, Business and Communications
Paula Gonzales's Merrill Lynch Experience December 2001 - Present
Job Vice President / Senior Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch December 2001 - Present
Bank of America February 1994 - December 2001
Skills
Personal Finance, Electronic Trading, Economics, Accounting, Trading Systems, Strategic Planning, Business Development
Education
University of Arizona 1985 — 1990
Bachelor of Science (BS), Finance and Real Estate
Merrill Lynch December 2001 - Present
Bank of America February 1994 - December 2001
Skills
Personal Finance, Electronic Trading, Economics, Accounting, Trading Systems, Strategic Planning, Business Development
Education
University of Arizona 1985 — 1990
Bachelor of Science (BS), Finance and Real Estate
Niko Fikiris's Merrill Lynch Experience March 2011 - July 2013
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Merrill Lynch March 2011 - July 2013
Wellington West Capital Markets October 2009 - March 2011
Franvest Capital Partners April 2009 - November 2009
Skills
Financial Modeling, Investment Banking, Private Equity, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Equities, Finance, Investments
Education
University of Alberta 2005 — 2009
Bachelor of Commerce, Finance
Bank of America Merrill Lynch July 2013 - Present
Merrill Lynch March 2011 - July 2013
Wellington West Capital Markets October 2009 - March 2011
Franvest Capital Partners April 2009 - November 2009
Skills
Financial Modeling, Investment Banking, Private Equity, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Equities, Finance, Investments
Education
University of Alberta 2005 — 2009
Bachelor of Commerce, Finance
Cha-Ron Harris's Merrill Lynch Experience February 2013 - Present
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2015 - Present
Merrill Edge May 2014 - Present
Merrill Lynch February 2013 - Present
Merrill Lynch June 2010 - April 2012
Verizon Wireless November 2007 - June 2011
Skills
Call Center, Customer Service, PeopleSoft, Workshop Facilitation, Microsoft Excel, PowerPoint, Microsoft Word, Database Administration, Telecommunications, Teamwork, Budgets, Temporary Placement, Call Centers, Management, Software Documentation, Sales, Banking, Team Building, Team Leadership, Microsoft Office
Education
University of Arizona 1995 — 1998
Bachelor of Arts (BA), Political Science
Merrill Edge May 2015 - Present
Merrill Edge May 2014 - Present
Merrill Lynch February 2013 - Present
Merrill Lynch June 2010 - April 2012
Verizon Wireless November 2007 - June 2011
Skills
Call Center, Customer Service, PeopleSoft, Workshop Facilitation, Microsoft Excel, PowerPoint, Microsoft Word, Database Administration, Telecommunications, Teamwork, Budgets, Temporary Placement, Call Centers, Management, Software Documentation, Sales, Banking, Team Building, Team Leadership, Microsoft Office
Education
University of Arizona 1995 — 1998
Bachelor of Arts (BA), Political Science
Matthew Scanlon's Merrill Lynch Experience August 1992 - May 1997
Job Financial Advisor, Arque Capital LLC.
Industry Financial Services
Experience
Arque Capital LLC May 1997 - Present
Merrill Lynch August 1992 - May 1997
Skills
Series 7, Investments, Fixed Annuities, Portfolio Management, Strategic Financial..., Asset Managment, Wealth Management, Retirement Planning, Financial Services, IRAs, Securities, Series 63, Mutual Funds, Estate Planning, 401k, Alternative Investments, Retirement, Asset Allocation, Investment Advisory, Equities, Series 24, Investment Strategies, Life Insurance, Fixed Income, Financial Planning, Asset Management
Education
University of Arizona 1987 — 1990
Bachelor of Science (B.S.)
Brophy Prep College 1982 — 1985
Arque Capital LLC May 1997 - Present
Merrill Lynch August 1992 - May 1997
Skills
Series 7, Investments, Fixed Annuities, Portfolio Management, Strategic Financial..., Asset Managment, Wealth Management, Retirement Planning, Financial Services, IRAs, Securities, Series 63, Mutual Funds, Estate Planning, 401k, Alternative Investments, Retirement, Asset Allocation, Investment Advisory, Equities, Series 24, Investment Strategies, Life Insurance, Fixed Income, Financial Planning, Asset Management
Education
University of Arizona 1987 — 1990
Bachelor of Science (B.S.)
Brophy Prep College 1982 — 1985
Brad Novak's Merrill Lynch Experience January 2012 - April 2012
Job Data Integrity Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2014 - Present
FactSet Research Systems February 2013 - July 2014
Conix September 2012 - November 2012
Theta Chi Fraternity November 2011 - November 2012
Merrill Lynch January 2012 - April 2012
Ahead May 2010 - August 2010
Skills
Leadership, Management, Finance, Marketing Strategy, Investments, Data Analysis
Education
University of Arizona 2009 — 2012
Bachelor of Science in Business Administration, Finance
Guggenheim Partners July 2014 - Present
FactSet Research Systems February 2013 - July 2014
Conix September 2012 - November 2012
Theta Chi Fraternity November 2011 - November 2012
Merrill Lynch January 2012 - April 2012
Ahead May 2010 - August 2010
Skills
Leadership, Management, Finance, Marketing Strategy, Investments, Data Analysis
Education
University of Arizona 2009 — 2012
Bachelor of Science in Business Administration, Finance
Harry Christopher's Merrill Lynch Experience March 1984 - February 2009
Job Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Merrill Lynch March 1984 - February 2009
Skills
Series 7
Education
University of Arizona 1979 — 1983
BSBA
UBS Financial Services Inc. February 2009 - Present
Merrill Lynch March 1984 - February 2009
Skills
Series 7
Education
University of Arizona 1979 — 1983
BSBA
Stephanie Gigante's Merrill Lynch Experience June 2010 - August 2010
Job Zone Business Manager at Frito Lay
Industry Consumer Goods
Adam Band's Merrill Lynch Experience August 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Wachovia Securities Financial Network February 2009 - August 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network October 2008 - February 2009
Education
University of Arizona 2004 — 2008
BS, Communication, Business, Spanish, Portuguese
Merrill Lynch August 2010 - Present
Wachovia Securities Financial Network February 2009 - August 2010
Signature Financial Partners, LLC a member of John Hancock Financial Network October 2008 - February 2009
Education
University of Arizona 2004 — 2008
BS, Communication, Business, Spanish, Portuguese
Nihaal Rao, CFP, ChFC, CRPC's Merrill Lynch Experience November 2008 - Present
Job Vice President at Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Ameriprise Financial Services, Inc. November 1997 - November 2008
Skills
Retirement Planning, Retirement Income..., Series 66, Series 7, Saving for Education, Series 9, Series 10, ChFC, CRPC, AAMS, AWMA, Investments, Retirement, Uniform Combined State..., Wealth Management, Mutual Funds, Financial Advisory, Asset Allocation, Investment Advisory, FINRA, Financial Planning, Asset Management
Education
University of Arizona 1994 — 1997
Bachelor's degree, Economics
Granada Hills High Scool 1990 — 1994
Merrill Lynch November 2008 - Present
Ameriprise Financial Services, Inc. November 1997 - November 2008
Skills
Retirement Planning, Retirement Income..., Series 66, Series 7, Saving for Education, Series 9, Series 10, ChFC, CRPC, AAMS, AWMA, Investments, Retirement, Uniform Combined State..., Wealth Management, Mutual Funds, Financial Advisory, Asset Allocation, Investment Advisory, FINRA, Financial Planning, Asset Management
Education
University of Arizona 1994 — 1997
Bachelor's degree, Economics
Granada Hills High Scool 1990 — 1994
Mona Rosenberg's Merrill Lynch Experience 1996 - 2002
Job Human Resources Professional
Industry Human Resources
Experience
LenderLive Network, Inc. 2007 - 2013
Mercury Companies 2003 - 2007
ICG Communications 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Talent Acquisition, Employee Relations, Succession Planning, Benefits, Compensation, Onboarding, Human Resources, Talent Management, Performance Management, Employee Engagement, Workforce Planning, Deferred Compensation, Employee Benefits, HRIS, Applicant Tracking..., Benefits Administration, FMLA, Personnel Management, Interviews, Temporary Placement, Hiring, Technical Recruiting, Employment Law, College Recruiting, Job Descriptions, Labor Relations, Employer Branding, Internet Recruiting, New Hire Orientations, Job Fairs, HR Consulting, Recruiting, Background Checks
Education
University of Arizona
B.A.
LenderLive Network, Inc. 2007 - 2013
Mercury Companies 2003 - 2007
ICG Communications 2002 - 2003
Merrill Lynch 1996 - 2002
Skills
Talent Acquisition, Employee Relations, Succession Planning, Benefits, Compensation, Onboarding, Human Resources, Talent Management, Performance Management, Employee Engagement, Workforce Planning, Deferred Compensation, Employee Benefits, HRIS, Applicant Tracking..., Benefits Administration, FMLA, Personnel Management, Interviews, Temporary Placement, Hiring, Technical Recruiting, Employment Law, College Recruiting, Job Descriptions, Labor Relations, Employer Branding, Internet Recruiting, New Hire Orientations, Job Fairs, HR Consulting, Recruiting, Background Checks
Education
University of Arizona
B.A.
Jason Fishoff's Merrill Lynch Experience September 2012 - December 2012
Job Financial Markets
Industry Commercial Real Estate
Experience
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Four Seasons Hotels May 2007 - August 2008
Four Seasons Hotels and Resorts May 2007 - August 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Investments, Wealth Management, Bloomberg Terminal, Financial Reporting, Facebook, Spanish, Marketing Communications, Mortgage Lending, Marketing, Analysis, Customer Service, Public Speaking, Leadership, Time Management, Finance
Education
University of Arizona 2008 — 2012
Finance and Business Management, Business
University of Arizona 2008 — 2012
Bachelor of Science, Business Administration; Business Management and Finance
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Four Seasons Hotels May 2007 - August 2008
Four Seasons Hotels and Resorts May 2007 - August 2008
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Investments, Wealth Management, Bloomberg Terminal, Financial Reporting, Facebook, Spanish, Marketing Communications, Mortgage Lending, Marketing, Analysis, Customer Service, Public Speaking, Leadership, Time Management, Finance
Education
University of Arizona 2008 — 2012
Finance and Business Management, Business
University of Arizona 2008 — 2012
Bachelor of Science, Business Administration; Business Management and Finance
Robert Iglehart's Merrill Lynch Experience October 2010 - August 2011
Job SVP, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2011 - Present
Merrill Lynch October 2010 - August 2011
Education
University of Arizona 1981 — 1985
BSBA, Accounting and Finance
RBC Wealth Management August 2011 - Present
Merrill Lynch October 2010 - August 2011
Education
University of Arizona 1981 — 1985
BSBA, Accounting and Finance
K.C. Sprague's Merrill Lynch Experience July 2013 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Citi December 2005 - May 2013
Merrill Lynch January 2002 - December 2005
Bank One May 1999 - November 2001
Skills
Banking, Portfolio Management, Equities, Credit, Fixed Income, Wealth Management, Credit Analysis, Loans, Series 7, Credit Risk, Commercial Lending, Capital Markets, Commercial Banking, Finance, Financial Analysis, Private Banking, Securities
Education
University of Arizona 1994 — 1998
Bachelor of Science
Merrill Lynch July 2013 - Present
Citi December 2005 - May 2013
Merrill Lynch January 2002 - December 2005
Bank One May 1999 - November 2001
Skills
Banking, Portfolio Management, Equities, Credit, Fixed Income, Wealth Management, Credit Analysis, Loans, Series 7, Credit Risk, Commercial Lending, Capital Markets, Commercial Banking, Finance, Financial Analysis, Private Banking, Securities
Education
University of Arizona 1994 — 1998
Bachelor of Science
Nora Encinas's Merrill Lynch Experience February 1989 - February 1997
Job
Industry
Experience
Merrill Lynch February 1989 - February 1997
Education
University of Arizona 1984 — 1988
Bachelor of Business Administration (BBA), Business/Commerce, General
Merrill Lynch February 1989 - February 1997
Education
University of Arizona 1984 — 1988
Bachelor of Business Administration (BBA), Business/Commerce, General
Ben Loder's Merrill Lynch Experience July 2013 - Present
Job Assistant Vice President Initial Assesment Team at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch September 2011 - July 2013
Top Shelf Trivia December 2010 - June 2012
Vanguard January 2007 - December 2010
Vanguard January 2006 - January 2007
Vanguard January 2004 - January 2006
Skills
Series 9, Series 10, Management, Finance, Mutual Funds, Training, CRM, Portfolio Management, Retirement Planning, Financial Analysis, Series 63, Team Building, Series 7, Leadership, Investments, Process Improvement, Relationship Management, Retirement, Financial Planning
Education
University of Arizona 2008 — 2009
Masters, Business Administration
University of Arizona 1999 — 2004
BS, Business Administration; Finance
Merrill Lynch July 2013 - Present
Merrill Lynch September 2011 - July 2013
Top Shelf Trivia December 2010 - June 2012
Vanguard January 2007 - December 2010
Vanguard January 2006 - January 2007
Vanguard January 2004 - January 2006
Skills
Series 9, Series 10, Management, Finance, Mutual Funds, Training, CRM, Portfolio Management, Retirement Planning, Financial Analysis, Series 63, Team Building, Series 7, Leadership, Investments, Process Improvement, Relationship Management, Retirement, Financial Planning
Education
University of Arizona 2008 — 2009
Masters, Business Administration
University of Arizona 1999 — 2004
BS, Business Administration; Finance
Alan Laws's Merrill Lynch Experience March 1999 - July 2009
Job Founder: Laws Whiskey House
Industry Food & Beverages
Experience
BMO Capital Markets July 2009 - October 2014
Merrill Lynch March 1999 - July 2009
Education
University of Calgary
Masters of Economics, Financial Economics
University of Alberta
bachelor of arts (Economics)
BMO Capital Markets July 2009 - October 2014
Merrill Lynch March 1999 - July 2009
Education
University of Calgary
Masters of Economics, Financial Economics
University of Alberta
bachelor of arts (Economics)
Brandon Hoffman's Merrill Lynch Experience January 1997 - May 1999
Job Sales and Operations Manager at Secure Investment Management an SECRegistered Investment Adviser
Industry Investment Management
Experience
Secure Investment Management - an SEC-Registered Investment Adviser November 2014 - Present
BBVA Compass Investments July 2013 - November 2014
Bank of the West Wealth Management / BancWest Investment Services September 2008 - January 2013
Wells Fargo Investments January 1999 - November 2007
Merrill Lynch January 1997 - May 1999
Skills
Financial Analysis, Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Financial Reporting, Strategic Financial..., Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Insurance, Retirement, Series 7, Asset Allocation, Fixed Income, Securities, Investment Advisory, Bonds, Alternative Investments, Investment Management, Series 63, Life Insurance, Retirement Planning, Investment Strategies, Series 65, Recruiting, Separately Managed..., Series 24, Long Term Care Insurance, Financial Planning
Education
University of Arizona 1990 — 1995
Bachelor of Science, Business Administration – Finance and Accounting
Secure Investment Management - an SEC-Registered Investment Adviser November 2014 - Present
BBVA Compass Investments July 2013 - November 2014
Bank of the West Wealth Management / BancWest Investment Services September 2008 - January 2013
Wells Fargo Investments January 1999 - November 2007
Merrill Lynch January 1997 - May 1999
Skills
Financial Analysis, Financial Modeling, Investments, Equities, Asset Management, Portfolio Management, Financial Reporting, Strategic Financial..., Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Insurance, Retirement, Series 7, Asset Allocation, Fixed Income, Securities, Investment Advisory, Bonds, Alternative Investments, Investment Management, Series 63, Life Insurance, Retirement Planning, Investment Strategies, Series 65, Recruiting, Separately Managed..., Series 24, Long Term Care Insurance, Financial Planning
Education
University of Arizona 1990 — 1995
Bachelor of Science, Business Administration – Finance and Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank