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
PepsiCo April 2015 - Present
PepsiCo July 2013 - April 2015
PepsiCo June 2012 - July 2013
Wingfoot January 2011 - June 2012
Arvest Bank September 2009 - January 2011
Merrill Lynch December 2007 - February 2009
Skills
Forecasting, Finance, Microsoft Excel, Accounting, Financial Analysis, Sales, Retail, Access, P, Analysis
Education
University of Arkansas at Fayetteville 2010 — 2011
Master's, Operations Management
University of Arkansas at Fayetteville 2003 — 2007
Bachelor's, Finance
Kimberly-Clark May 2015 - Present
The Mars Agency February 2013 - May 2015
The Mars Agency April 2012 - February 2013
The Mars Agency May 2010 - April 2012
Marketing Drive January 2009 - May 2010
Marketing Drive, LLC November 2007 - December 2008
Merrill Lynch December 2005 - November 2007
Northwest Arkansas Business Journal · September 2004 - December 2005
Wal-Mart Stores, Inc May 2004 - September 2004
Wal-Mart Home Office May 2003 - August 2003
Skills
Advertising, Shopper Marketing, Retail, Creative Direction, Sales Management, Strategy, Product Development, Budgets, Customer Insight, Consumer Products, Marketing Communications, Digital Marketing, Social Media Marketing, Brand Management, Customer Service, Program Management, Market Planning, Marketing Management, Email Marketing, Brand Development, Product Launch, Account Management, Training, Direct Marketing, Marketing Research
Education
University of Arkansas 2000 — 2004
Advertising/Public Relations, Marketing
EY October 2014 - Present
The University of Arizona January 2011 - May 2013
Merrill Lynch August 2012 - December 2012
Standard Chartered Bank June 2012 - August 2012
AXA Advisors May 2011 - August 2011
The University of Arizona January 2011 - March 2011
HuaTai Securities Co.,Ltd. June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel, Bloomberg, Research, Economics, Financial Accounting, Accounting, Mandarin, Management, Market Research, Portfolio Management, Access, Financial Risk
Education
University of Notre Dame 2013 — 2014
Master of Science in Accountancy, Taxation
University of Arizona, Eller College of Management 2009 — 2013
Bachelor, Accounting, Finance
Jinling High School 2006 — 2009
CBRE 2013 - 2014
CBRE 2013 - 2014
Resources Global Professionals March 2007 - May 2013
Nestle July 2005 - November 2006
Warner Bros. May 2004 - June 2005
Time Inc. April 2001 - April 2004
Merrill Lynch December 1998 - March 2001
Education
The University of Connecticut 2001 — 2004
MBA, Finance
University of Bridgeport
First Security Bank March 2012 - Present
Merrill Lynch June 2010 - March 2012
Bank of England January 2006 - June 2010
Skills
Wealth Management, Financial Analysis, Banking, Mortgage Lending, Loans, Credit, Investments, Portfolio Management, Finance, Strategic Financial..., Financial Advisory, New Business Development, Management, Customer Service, Commercial Lending, Mutual Funds, Retirement Planning, Series 7, Asset Management, Credit Analysis
Education
University of Arkansas 2009 — 2011
MBA, Corporate Finance, Supply Chain Management
University of Arkansas at Little Rock 2008 — 2009
BBA, Finance, Minor in Real Estate
Bank of America Merrill Lynch September 2014 - Present
Lithuanian Athletic Union of North America 2007 - 2015
Merrill Lynch December 2013 - August 2014
Wells Fargo Advisors, LLC October 2011 - November 2013
The Lithuanian American weekly "Amerikos lietuvis" September 2003 - January 2012
Primerica January 2011 - October 2011
UBS Securities LLC - Stamford (CT), Jersey City (NJ) July 1998 - February 2009
University of Bridgeport 1996 - 2007
UBS Securities LLC January 1999 - January 2002
Kuchma Corporation January 1997 - January 1998
Education
University of Bridgeport 1994 — 1996
MBA, Business Administration, Finance
Vytautas Magnus University 1989 — 1995
Master; B.S, Marketing and International Commerce; Business Administration and Management
J. Jablonskio Secondary School 1977 — 1989
Howard Technology Solutions August 2013 - Present
Medical Leave January 2012 - August 2013
Allstate May 2005 - December 2011
Allstate January 2004 - May 2005
Merrill Lynch May 2000 - September 2002
Smith Barney February 1998 - May 2000
USAble Life April 1995 - February 1998
Skills
Licensed Life & Health..., Licensed Property &..., Series 7, Series 26, Series 63, Series 65, Insurance, Life Insurance, Management
Education
UALR
Political Science, Political Science and Government
Watson Chapel High School
University of Arkansas at Little Rock
Bachelor of Arts (B.A.), Political Science
Grayeli Investment Management December 1997 - Present
University of Phoenix May 2007 - February 2014
Merrill Lynch September 1994 - November 1997
Skills
Wealth Management, Investment Advisory..., Personal Financial..., Portfolio Management, Investments, Finance, Life Insurance, Disability Insurance, Customer Relations, Business Development, Management, University Teaching, Customer Service, Asset Managment, Insurance, Financial Services, Corporate Finance, Investment Strategies, Investment Management, Asset Management, Financial Markets
Education
University of Maryland - Robert H. Smith School of Business
MBA, Finance
University of Baltimore
B.S., Business Administration / Finance
CDW July 2012 - Present
STOMP GOLF January 2014 - Present
Tierra Antigua Realty January 2010 - Present
Tierra Antigua Realty August 2011 - July 2012
The University of Arizona August 2007 - May 2012
Merrill Lynch August 2011 - November 2011
Wumbus Corportation May 2011 - August 2011
The University of Arizona August 2007 - March 2010
Skills
Sales, Management, Customer Service, Account Management, Time Management, Lead Generation, Marketing, Social Media, Networking, Microsoft Office, PowerPoint, Finance, Real Estate, Microsoft Word, Financial Analysis, Public Speaking, Accounting, Social Media Marketing, Microsoft Excel, Video Production, Video Editing, CRM, Adobe Creative Suite, Presentation Skills
Education
University of Arizona, Eller College of Management 2007 — 2012
Bachelor of Science in Business Administration, Finance
Knight Bentley Group 2013 - Present
Citi 2012 - 2013
Gupton Marrs International 2008 - 2011
GA Consulting Group 2003 - 2008
Merrill Lynch 1995 - 2003
BNY Mellon 1994 - 1995
Breakthrough Concepts 1992 - 1994
Skills
Risk Management, Business Process..., Business Process, Financial Services, Business Transformation, PMO, Financial Risk, Banking, Governance, Business Analysis, Strategy, GRC, Vendor Management, SOX 404, Financial Reporting, Transformations, Process Transformation, Performance Improvement, Capital Markets, Shared Services, Six Sigma, Equities, BPO, Business Process..., Management, HR Transformation, Executive Management, Sarbanes-Oxley Act, Program Management, Managerial Finance, Process Improvement, Business Development, Integration, Consulting, Finance, Enterprise Risk..., Analysis, Analytics, Outsourcing, Operational Risk, Project Management, Management Consulting
Education
University of Wisconsin-Madison
BBA, Finance, Risk Management & Insurance
University of Bridgeport
MBA, Finance & Management
S&P Capital IQ October 2014 - Present
S&P Capital IQ April 2013 - October 2014
J.P. Morgan January 2013 - March 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Word Certified, Microsoft Excel..., Microsoft PowerPoint..., Bloomberg Terminal, Bloomber Terminal..., Microsoft Office, Capital IQ, Thompson One, S&P Backtester, Research Insight, Microsoft Word, Microsoft Excel, Investments, Portfolio Management, Business Insights, Finance
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance; Math, 3.84
Newark Academy
High Mountain Institute
University of Auckland
CAIS Group June 2015 - Present
Trust Company of the West August 2013 - June 2015
Balboa Capital September 2012 - July 2013
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Finance, Portfolio Management, Cold Calling, Credit, Analysis, Salesforce.com, Loans
Education
University of Arizona, Eller College of Management 2008 — 2012
BSBA, Finance
CTEH® May 2015 - Present
Merrill Lynch June 2012 - November 2014
Allied Technology Group, LLC May 2010 - February 2012
Allied Bank May 2008 - February 2010
Orion Realty (Flake & Kelley Northwest) February 2003 - June 2004
Skills
Financial Analysis, Financial Modeling, Banking, Finance, Business Strategy, Acquisitions, Board of Directors, Investment Strategies, Alternative Investments, Business Development, Commercial Banking, Investments, Brand Development, Sales Management, DCF Valuation, Board Level, Commercial Mortgages, Technology Planning, Investment Advisory, Portfolio Management, Banking Technology, Strategic Planning, Valuation, Management, Marketing, Sales, Customer Service, Analysis, Budgets, Microsoft Office, Leadership, Marketing Strategy, Negotiation, Financial Advisory, Contract Negotiation, Public Speaking, Social Media, Team Building, Strategy, Asset Management, Small Business, Microsoft Excel, Social Media Marketing
Education
University of Arkansas at Little Rock 2006 — 2008
Finance, Real Estate, Investments
University of Arkansas at Fayetteville 2001 — 2005
Finance, Real Estate, Investments
All Saints' Episcopal School 1998 — 2001
KPMG US August 2014 - Present
KPMG US October 2012 - July 2014
Tyson Foods May 2011 - May 2012
Congressman Vic Snyder May 2010 - June 2010
Merrill Lynch July 2009 - August 2009
Education
University of Arkansas at Fayetteville 2011 — 2012
Master of Accountancy
University of Arkansas at Fayetteville 2007 — 2012
BSBA, Accounting/Finance
Johnson & Johnson February 2007 - Present
JP Morgan Chase July 2000 - February 2007
Merrill Lynch July 1999 - June 2000
Oracle July 1998 - June 1999
Cellular One - SBC July 1996 - June 1998
MSB Data Systems June 1991 - May 1996
Skills
Strategic Partnerships, Private Equity, Executive Management, IT Operations, CIO, CTO, Chief Architect, New Ventures, Emerging Technology, Mergers & Acquisitions, Business Development, Research & Development, B2B eCommerce, Direct to Consumer..., Mergers, Emerging Technologies, E-commerce, B2B, Enterprise Software, Enterprise Architecture, Venture Capital, Program Management, ITIL, Disaster Recovery, Business Process, Process Improvement, Strategy, CRM, Business Process..., SDLC, Business Intelligence, Financial Services, Analytics, Cross-functional Team..., Team Building, Business Analysis, IT Management, SaaS, Cloud Computing, Telecommunications, Outsourcing, Security, Product Management, Strategic Planning, Management Consulting, IT Strategy, Databases, Leadership, Project Planning, Vendor Management
Education
University of Birmingham 1994 — 1995
M.Sc.
St Josephs College 1990 — 1993
B.Sc.
Merrill Lynch June 2015 - Present
Waddell & Reed September 2013 - June 2015
Merrill Lynch April 2011 - April 2012
Merrill Lynch April 2009 - April 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch Princeton Branch Office March 2005 - July 2006
Merrill Lynch May 2002 - March 2005
Merrill Edge March 2001 - May 2002
Skills
Raising Financially..., Life Transitions, Career Transitioning, Business Continuity..., Six Sigma, Analysis, Transition Management, Project Management, How to treat your...
Education
University of Arkansas at Fayetteville 1995 — 2000
Bachelor of Science (BS), 1) Financial Management 2) International Business and Economics; an emphasis in Asian Studies
Hardesty Capital Management June 2011 - Present
Merrill Lynch September 2008 - June 2011
MTB Investment Advisors April 2000 - January 2005
Skills
Investments, Portfolio Management, Capital Management, Professional Mentoring, Asset Management, Bonds, Investment Management, Alternative Investments, Asset Allocation, Capital Markets, Equities, Mutual Funds, Equity Research, Securities, Financial Analysis, Financial Modeling, Fixed Income, Bloomberg, Finance, Valuation
Education
University of Baltimore
Master of Business Administration (M.B.A.), Finance, General
Blackard Global September 2013 - Present
Merrill Lynch May 2012 - August 2012
Markel International June 2010 - August 2010
Skills
Sales, Customer Service, Communication, Project Management, Data Analysis, Microsoft Office, Time Management, Team Building, Microsoft Excel
Education
University of Arkansas at Fayetteville 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Marketing/Marketing Management, Finance minor/Real Estate and Risk Management
Deloitte May 2015 - Present
Encore Housing Opportunity Fund January 2010 - April 2015
Cadogan Management LLC June 2008 - August 2008
Wenner Media June 2008 - August 2008
Merrill Lynch May 2007 - June 2007
Skills
Event Planning, Salesforce.com, Due Diligence, Market Research, Marketing, Fundraising, Strategic Planning, Microsoft Excel, Start-ups, Sales, Budgets, Investments, Email Marketing, Valuation, Financial Analysis, Finance, Forecasting, Competitive Analysis, Entrepreneurship, Business Development, Financial Modeling
Education
University of Arizona, Eller College of Management 2005 — 2009
BS, Business Administration, Business Management
Harry's Grooming June 2015 - August 2015
Big Society Capital October 2012 - July 2014
Bank of America Merrill Lynch July 2009 - April 2012
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Investments, Impact Investing, Start-ups, Social Enterprise, Valuation, Start-up Consulting, Equities, Venture Capital, Strategic Planning, Structured Products, Investment Banking, Capital Markets, Derivatives, Fixed Income, Strategic Communications, Sourcing, Business Development, Product Management, Corporate Finance, Business Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), GMAT 740
University of Bristol 2006 — 2009
2009, BSc Politics and Economics
Bavarian International School 1999 — 2005
International Baccalaureate
Rebsamen Trust Fund August 2014 - Present
Arvest Fixed Income Securities August 2014 - Present
Merrill Lynch June 2014 - August 2014
Allstate May 2011 - September 2011
Skills
Teamwork, English, Time Management, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Customer Service, Public Speaking, Leadership, Financial Modeling, Investments, Financial Analysis, Finance, Fixed Income, Portfolio Management, Economics, Financial Services, Wealth Management, HTML, Java, PowerPoint, Photoshop
Education
University of Arkansas at Fayetteville 2011 — 2015
Bachelor of Science in Business Administration, Finance and Marketing
BDO Consulting's Valuation Services September 2014 - Present
Wells Fargo June 2014 - August 2014
DITA EYEWEAR 2009 - August 2013
Eller College of Management: Eller Undergraduate Programs September 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Branding & Identity, Management, Marketing Strategy, Sales, Customer Service, Fashion, Financial Accounting, Financial Analysis, Entrepreneurial Finance, Entrepreneurship, Venture Financing, Equity Trading, Leadership, Portfolio Management, Networking, PowerPoint, Microsoft Excel, Product Innovation, Product Development, Marketing, Finance, Strategy, Social Media Marketing, Social Networking, Corporate Finance, Time Management, Retail, Social Media, Teamwork, Market Research, Event Management, Public Relations, Marketing Communications, Advertising
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Finance and Entrpreneurship
Dana Hills High School 2006 — 2010
Diploma
KIPP DFW September 2013 - Present
Alvarez & Marsal November 2011 - August 2013
Rockfish Interactive July 2010 - November 2011
ConocoPhillips May 2009 - August 2009
Rebsamen Trust Portfolio August 2008 - May 2009
ConocoPhillips May 2008 - August 2008
Merrill Lynch August 2007 - December 2007
Skills
Accounting, Finance, Financial Research, Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Budgets, Forecasting, Microsoft Excel, Project Management, Financial Statement..., Due Diligence, Strategic Financial..., Corporate Finance, Mergers, Strategic Planning, Process Improvement, PowerPoint, Microsoft Office, Leadership Development, Team Leadership, Management Consulting, Business Planning
Education
University of Arkansas at Fayetteville 2009 — 2010
Master of Accountancy, Accounting
University of Arkansas at Fayetteville 2005 — 2009
B.S.B.A., Finance, Accounting
University of Piraeus 2007 — 2007
Global Aspects of Business and E-Commerce Technology
University of Arkansas at Little Rock August 2013 - Present
University of Massachusetts Amherst September 2014 - May 2015
Museum of Contemporary Art at the University of Massachusetts (UMCA) May 2014 - April 2015
Equinox Journal of Contemporary Literature and Art August 2010 - May 2012
Merrill Lynch August 2006 - January 2009
Skills
Photography, Art, Art History, Fine Art, History of Art, Curating, Modern Art, Contemporary Art, Art Education, Art Exhibitions, Museums, Art Consulting, Creative Direction, Leadership, Digital Photography, Adobe Creative Suite, Visual Arts, University Teaching, Strategic Planning, Galleries, Arts Administration, Museum Collections, Art Criticism, Curatorial Projects, Art Gallery, Photoshop
Education
University of Wisconsin-Madison 2015 — 2020
Phd, Art History, Criticism and Conservation
University of Massachusetts, Amherst 2014 — 2015
Master of Arts (MA), Art History, Criticism and Conservation
University of Arkansas at Little Rock 2010 — 2013
Bachelor of Arts (BA), Art History, Criticism and Conservation
Okta, Inc. August 2015 - Present
Okta, Inc. April 2015 - August 2015
Okta, Inc. April 2014 - March 2015
HP Enterprise Security June 2013 - April 2014
Merrill Lynch June 2012 - August 2012
Merrill Lynch January 2012 - August 2012
Virtual Human Resources June 2011 - August 2011
Bullseye Marketing May 2010 - August 2010
Skills
Event Planning, Social Media Marketing, Social Media, Marketing, Fundraising, Public Speaking, PowerPoint, Event Management, Marketing Communications, Social Networking, Public Relations, Microsoft Office, Advertising, Spanish, Online Advertising, Leadership, Customer Service, Strategy, Recruiting, Microsoft Word, Entrepreneurship, Sales, Enterprise Software, Sales Operations, Salesforce.com, BigMachines, Quicksilver
Education
University of Arizona, Eller College of Management 2009 — 2013
Marketing and Entrepreneurship, Global Business, 3.73
Synergy Wealth Management June 2014 - Present
Ameriprise Financial Services, Inc. October 2007 - June 2014
A.G. Edwards & Sons, Inc. November 1996 - September 2007
Merrill Lynch January 1992 - October 1996
Lexington Capital Management 1986 - 1991
StorageTek 1984 - 1986
Itel Corp 1977 - 1984
Skills
Retirement Planning, Investments, Insurance
Education
University of Arkansas at Fayetteville 1957 — 1962
BSIE, Industrial Engineering
CLS Bank International September 2011 - Present
HSBC 2010 - September 2011
Bank of America 2006 - 2009
Merrill Lynch 1998 - 2006
Oracle January 1995 - July 1998
Skills
Performance Management, Customer Service, Talent Management, Employee Relations, Benchmarking, Recruiting, Succession Planning, Human Resources, Management, Employee Benefits, HRIS, Employee Engagement, Organizational..., Change Management, Leadership Development, Talent Acquisition, Onboarding, Personnel Management, Payroll, CRM, Organizational Design, HR Policies, Strategy
Education
University of Bristol 1991 — 1994
BA Hons., Economic & Social History
BancorpSouth August 2010 - Present
Regions Financial Corporation October 2004 - August 2010
Merrill Lynch June 1997 - October 2004
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Banking, Underwriting, Mortgage Lending, Middle Market, Portfolio Management, Retail Banking, Consumer Lending, Commercial Mortgages, Lines Of Credit, Loan Origination
Education
University of Arkansas at Fayetteville 1977 — 1982
Bachelor of Science (B.S.), Public Administration
Global Markets Analytics January 2011 - Present
Bank of America Merrill Lynch June 2004 - March 2011
Merrill Lynch 2006 - 2008
KBC Financial Products September 2005 - June 2006
Citigroup December 2000 - September 2005
Radiodetection Corp. November 1996 - November 2000
Skills
Hedge Funds, Mutual Funds, Middle Office, Derivatives, Equities, Credit Derivatives, Fixed Income, Capital Markets, Trading Systems, FX Options, Commodity Markets, Equity Derivatives, Back Office, Structured Products, Swaps, Interest Rate..., Securities
Education
University of Bridgeport
UBS Financial Services Inc December 2008 - Present
Morgan Stan November 1995 - October 2008
Prudential Securities September 1990 - November 1995
Merrill Lynch June 1987 - September 1990
Education
Bombay University-Jamnalal Bajaj Insitute of Management Studies 1977 — 1979
MBA, Finance, A+
Bombay University-Sydenham College
Bachelors, Economics
University Of Bombay
campion
Merrill Lynch March 2015 - Present
MetLife Securities Inc. March 2012 - February 2015
Ginger Parkin March 2011 - March 2012
Merrill Lynch February 2010 - March 2011
BWClark Sharebrokers Ltd September 2003 - January 2010
Skills
Investments, Retirement Planning, Series 7, Series 66, IRA's, 401k Rollovers, Wealth Management, Retirement, Insurance, IRAs, Asset Allocation
Education
University of Auckland 1997 — 2000
Bachelor of Commerce, Double Major; Management & Employment Relations
Portsmouth Abbey School 1994 — 1996
High School Diploma
Voya Financial July 2013 - Present
Goldman Sachs June 2012 - July 2013
Merrill Lynch June 2011 - July 2011
Desert Whale Jojoba Company November 2009 - May 2011
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Research, Microsoft Office, Marketing Communications
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Concert Wealth Management February 2010 - Present
Merrill Lynch January 2008 - February 2010
Stephens Inc. April 2003 - December 2007
Central Texas College April 2001 - April 2003
Skills
Cost Benefit, Asset Allocation, Series 7
Education
University of Arkansas at Fayetteville 1997 — 2000
MA, English
University of Arkansas at Fayetteville 1993 — 1997
BA, English
Little Rock Central High 1990 — 1993
Integris Capital Management, Inc January 2009 - Present
Merrill Lynch 1996 - 2009
Legg Mason 1994 - 1996
Skills
High Net Worth..., Life Insurance
Education
University of Arkansas at Monticello 1986 — 1991
B.S., Business Management
McGehee HS 1982 — 1985
Bureau of Labor Statistics January 2013 - Present
National Institutes of Health January 2012 - January 2013
Morgan Stanley Smith Barney November 2006 - January 2012
Citigroup Global Markets, Inc November 2006 - June 2009
Prudential Financial February 2005 - May 2006
Fidelity Investments March 2004 - February 2005
Merrill Lynch April 2002 - February 2004
Skills
Financial Analysis, Federal Government, Federal Budget, Business Intelligence, Statistical Data..., Agile Project Management, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Process..., Project Management, Analysis, SharePoint, Microsoft Excel, Federal Procurement, Acquisitions, Contract Management, Financial Regulation, Human Resources, Cash Management, Business Communications, Government Contracting, Microsoft Office, Budget Process, Mutual Funds, Change Management, Team Building, Usability Testing, Stock Trading, Building Relationships, Program Management, Strategic Planning, Leadership, Training, Policy, Fraud Investigations, Government, Process Improvement, Data Analysis, Finance, Public Policy, Leadership Development
Education
University of Baltimore 2010 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Baltimore City Community College 2007 — 2010
Associate, Business Administration
Mitchell Communications Group January 2013 - Present
Mitchell Communications Group January 2010 - Present
Clinton Foundation November 2008 - July 2010
Merrill Lynch July 1997 - November 2002
Education
University of Arkansas 1993 — 1997
Bachelor of Arts, Communications
Insight Wealth May 2014 - August 2014
Equinox Group Distributors August 2009 - September 2013
Equinox Group Distributors August 2009 - August 2013
ING May 2008 - November 2008
Old Mutual September 2006 - November 2007
J.P. Morgan July 2004 - August 2006
Merrill Lynch October 1996 - February 2004
Skills
Alternative Investments, Mutual Funds, Separately Managed..., Relationship Management, Cross Selling, Retirement Planning, Asset Allocation, Client Development, Communication Skills, Strategic Planning, Series 7, Financial Services, Financial Advisory
Education
University of Arkansas 1981 — 1985
Bachelor of Science (BS), Finance, General
Compensation Advisors February 2015 - Present
Compensation Advisors November 2013 - Present
Altrinsic Solutions, Inc. March 2013 - October 2013
Altrinsic Solutions, Inc. May 2012 - March 2013
US Navy February 2010 - March 2011
Merrill Lynch January 2007 - February 2010
Northwestern Mutual 2006 - 2006
Skills
System Deployment, Auditing, Accounting, Financial Reporting, Process Improvement, Financial Analysis, Cross-functional Team..., Operations Management, Program Management, Sarbanes-Oxley Act, Six Sigma, Cost Benefit, Financial Metrics, Logistics Management, Direct Sales, Professional Services, Enterprise Software, Budgets
Education
University of Arkansas at Fayetteville 2011 — 2012
Master of Science (M.Sc.), Operations Management, 3.9
University of Florida - Warrington College Of Business 2003 — 2006
Bachelors of Science, Finance, 3.3
Merrill Lynch, Wealth Management June 2011 - Present
Merrill Lynch December 1990 - September 2010
BANC OF AMERICA SPECIALIST, INC December 1990 - September 2010
Banc of America / Merrill Lynch January 2000 - January 2010
FLEET SPECIALISTS December 1990 - January 2000
Fleet Specialists January 1990 - January 2000
Skills
Equities, Trading, Series 66, FINRA, Equity Trading, Series 7, Bloomberg, Retirement Planning, Portfolio Management, Securities, Fixed Income, Investments, Asset Management, Capital Markets, Compliance, Asset, Mutual Funds, Risk Management, Banking, Customer Relations, Insurance, Financial Planning, Series 63, PowerPoint, Wealth Management, Investment Advisory, Trading Systems, Strategic Financial..., Finance, Investment Strategies
Education
Washington University 1983 — 1987
Bachelor of Arts, Psychology
Washington University in St. Louis 1983 — 1987
Bachelor of Arts, Psychology
University of Bath 1986 — 1986
LPL Financial May 2009 - Present
National College Planning, LLC May 2009 - Present
Merrill Lynch November 1983 - May 2002
Skills
FINRA, Retirement Planning, Securities, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Finance, Management, Certified Financial..., Fixed Annuities, Investments, Asset Allocation, Retirement, IRAs
Education
University of Arkansas at Fayetteville 1961 — 1965
BSBA, accounting
Integre Wealth Management of Raymond James April 2009 - Present
Smith Barney 1994 - 2009
UBS 1983 - 1994
Merrill Lynch 1983 - 1989
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Series 7, Equities, Securities, Series 63, Financial Advisory, Series 65, Fixed Income, Investment Strategies, Investment Banking, Finance, Retirement Planning, Personal Finance, Certified Financial..., Strategic Financial..., Strategic Planning, Estate Planning, Management, Wealth Management..., Financial Planners, Alternative Investments, Public Speaking, Trusts, FINRA, Mutual Funds
Education
University of Arkansas at Little Rock
Bachelor, Arts
Merrill Lynch VP Financial AdvisorMerrill LynchMarch 1982 - Present
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Series 63, Investment Advisory, Mutual Funds, Equities, Portfolio Management, Estate Planning, Asset Management, Asset Allocation, Securities, Alternative Investments, Wealth Management...
Education
University of Arkansas 1977 — 1981
BSBA, Finance, Marketing
Raymond James Financial Inc. March 2013 - Present
Raymond James & Associates, Inc June 2012 - February 2013
Raymond James Financial Inc. June 2011 - May 2012
Merrill Lynch September 2010 - December 2010
Beijing Huazhuang MasLink Consulting Company June 2010 - July 2010
Price Waterhouse Coopers June 2009 - August 2009
Education
University of Arkansas 2007 — 2011
B.S.B.A., Financial Management/Investment
www.CTOrganicSkincare.com October 2011 - Present
CT Massage & Bodywork, LLC October 2003 - Present
New Earth 1996 - Present
Wild Oats Markets December 2003 - April 2006
Citicorp Investment Services April 2000 - December 2003
Paine Webber September 1999 - December 2000
Merrill Lynch September 1997 - September 1999
Mortgage Companies - various October 1994 - September 1997
Skills
Pregnancy Massage, Chair Massage, Health, Coaching, Healing, sports massage, Deep Tissue, Public Speaking, Wellness Coaching, Natural Health, Qigong, Energy Healing, Nutrition Education, Therapeutic Massage, Deep Tissue Massage, Holistic Health, Alternative Medicine, Strength Training, Swedish, Wellbeing, Stress Management, Pain Management, Wellness, Nutrition, Stress, Treatment, Fitness, Supplements, Nutritional Counseling, Bodywork, Small Business, Lifestyle, Skin Care, Yoga, Healthcare, Energy Work, Social Networking, Beauty Industry, Training, Personal Development, Health Education, Marketing, Prevention, Traditional Chinese..., Pregnancy, Motivational Speaking, Relaxation, Lifestyle Coaching, Employee Wellness, Mindfulness
Education
Institute for Integrative Nutrition 2006 — 2007
Certificate
CT Center for Massage Therapy 2002 — 2003
Certificate
University of Bridgeport 1983 — 1988
BS
Stamford High School 1978 — 1982
Diploma
Institute for Applied Biophoton Sciences
MNS Engineers September 2007 - Present
MNS Engineers, Inc September 2007 - June 2012
First Caribbean International Bank September 2006 - July 2007
Bacara Resort & Spa March 2001 - February 2006
Merrill Lynch April 2000 - June 2000
KPMG Consulting January 1998 - January 2000
Felix Grosso - Advertising Brokers January 1997 - January 1998
Skills
Payroll, Accounts Payable, Deltek, Accounting, Financial Statements, Financial Reporting, Budgets, Accruals, Account Reconciliation, Auditing, Invoicing, Internal Controls, Forecasting, GAAP, General Ledger, Cash Flow
Education
University of California, Santa Barbara 2010 — 2010
Intermediate Accounting
University of California, Santa Barbara 2000 — 2000
Business Certificate, Global Business and Management Certificate
University of Buenos Aires 1993 — 1998
Bachelor degree; CPA; Bachelor of Science, Public Accounting; Argentina; Accounting
University of Bridgeport 2013 - Present
Zürisee Investment Partners AG 2006 - 2012
Swissfirst Bank AG 2001 - 2005
Merrill Lynch 1995 - 2000
Goldman Sachs 1992 - 1995
Skills
Financial Risk, Martial Arts, Philosophy of Religion, Philosophy of Mind, Ancient Philosophy, History, Financial Engineering, Financial Management..., Portfolio Management, Public Speaking, Capital Markets, Hedge Funds
Education
University of Bridgeport 2013 — 2016
Martial Arts, East Asian Studies
Wedgewood Inc. March 2015 - Present
New Western Acquisitions August 2010 - March 2015
Ally Financial Inc. July 2009 - August 2010
Merrill Lynch August 2008 - May 2009
NBC Universal January 2008 - June 2008
Skills
Real Estate Transactions, Leveraged Lending, Financial Modeling, Investment Properties, Finance, Microsoft Excel, Real Estate, Investments, Customer Service, Investors, PowerPoint, Financial Analysis, REO, Real Estate Economics, Real Estate Development, Sales, Foreclosures, Negotiation, Selling, Short Sales, Property Management, Real Estate Investor, Real Estate Financing
Education
University of Arkansas 2005 — 2009
B.S.B.A., Finance, Business Economics
Wells Fargo Advisors, LLC. 1996 - Present
Merrill Lynch 1984 - 1996
Skills
Planning for Retirement, Retirement Planning for..., Customized Investment..., Wealth Transfer..., Financial Advisory...
Education
University of Arkansas at Fayetteville 1979 — 1983
Bachelor of Science (BS), Finance
St. Thomas High School
Diploma, Houston
Self-employed December 2008 - Present
Merrill Lynch April 2003 - December 2008
Skills
Series 7, Series 66, Life and health, Property & Casualty..., Insurance, Fixed Annuities, Uniform Combined State..., Leadership, Retirement Planning, Finance, Retirement, 401k, Health Insurance, Life Insurance, Marketing, Financial Services, Small Business, Customer Service
Education
University of Arizona, Eller College of Management 2000 — 2002
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies, A
University of Arizona, Eller College of Management 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General, A
San Marino High School 1987 — 1991
High School Diploma, College Prep, 3.3
Promus Capital, LLC July 2009 - Present
Promus Capital, LLC July 2009 - Present
Edstrom Financial Corp October 1998 - Present
BridgePortfolio October 2002 - July 2009
Merrill Lynch 1991 - 1998
Blunt Ellis & Loewi 1989 - 1991
Skills
Investments, Investment Advisory, Alternative Investments, Strategic Financial..., Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Wealth Management, Investment Management, Series 65, Wealth Management..., High Net Worth..., Hedge Funds, Financial Advisory, Asset Management, Securities, Finance, Bloomberg, Mutual Funds, ETFs, Wealth, Separately Managed..., Financial Planning
Education
University of Arizona, Eller College of Management 1982 — 1987
BSBA, Finance
Elk Grove High School 1978 — 1982
Boat Floater of Oklahoma May 1999 - Present
Merrill Lynch June 1996 - May 1999
Paine Webber January 1995 - June 1996
Education
University of Arkansas at Fayetteville 1990 — 1994
B.S.B.A., Finance/Financial Management
Bear State Bank December 2013 - Present
Windstream Communications April 2013 - December 2013
Windstream Communications November 2012 - April 2013
Windstream Communications December 2011 - November 2012
Windstream Communications January 2011 - December 2011
Rebsamen Trust Fund August 2009 - August 2010
Westrock Capital Partners May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Education
University of Arkansas 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance Investments
BBVA June 2010 - Present
Calypso Technology December 2009 - June 2010
Merrill Lynch 2006 - 2009
JPMorgan Chase August 2004 - April 2006
Bank One 1999 - 2004
First Chicago 1996 - 1999
Skills
Trading, Swaps, Risk, Hedging, Derivatives, Financial Risk, Capital Markets, Fixed Income, Electronic Trading, Risk Management, Interest Rate Swaps, Interest Rate..., Interest Rate Risk..., Portfolio Management, Rates
Education
Chartered Institute of Management Accountants 1996 — 1999
CIMA
University of Bristol 1993 — 1996
BSc, Economics and accounting
Gartner September 2011 - Present
BlackRock 2009 - September 2011
Alcatel-Lucent 1999 - 2009
Lucent Technologies 1999 - 2009
Nortel Networks 1996 - 1998
Price Waterhouse 1994 - 1996
Merrill Lynch 1991 - 1994
Skills
Thought Leadership, Telecommunications, Consulting, Profit & Loss Management, CRM, Cross-functional Team..., Solution Selling, Strategic Planning, Contract Negotiation, Sales Management, Business Planning, Big Data, Mobile Marketing, Multi-channel Marketing, Analytics, Digital Marketing, Integrated..., Business Intelligence, Marketing Strategy, Business Development, Bias for Action, Team Building, Leadership, Mentoring, Wireless, Sales, Go-to-market Strategy, Competitive Analysis, Entrepreneurship, UMTS, LTE, Networking, New Business Development, Strategic Partnerships, IP, VoIP, Forecasting, Mobile Devices, Professional Services, Managed Services, Product Management, Mobile Communications, Telephony, Wireless Networking, Management, Cloud Computing, 3G, Strategy, Integration, Account Management
Education
University of Arkansas at Little Rock 1986 — 1991
Finance
GlobalTranz February 2015 - Present
Merrill Edge December 2013 - February 2015
VIP Mortgage January 2012 - December 2013
Merrill Lynch May 2010 - August 2010
Northwestern Mutual Financial Network May 2009 - August 2009
Skills
Finance, Mortgage Lending, FHA, Investments, Credit, Mortgage Banking, Refinance, Financial Analysis, Financial Modeling, Loans, Loan Origination, Credit Analysis, Microsoft Excel, Retirement Planning, Real Estate, SQL
Education
University of Arizona, Eller College of Management 2006 — 2010
Business Economics, Business Economics
Allsource Wealth Management, LLC May 2011 - Present
SCHIFANELLI & ASSOCIATES, LLC January 2005 - Present
United States Naval Academy 2015 - 2015
Wells Fargo February 2009 - August 2010
Merrill Lynch December 1999 - February 2009
Ministry of Foreign Affairs, Yugoslavia September 1998 - April 1999
Skills
Estate Planning, Series 7, Wealth Management, Insurance, Alternative Investments, Trust Services, Investments, Securities, Financial Advisory, Private Equity, Portfolio Management, Equities, Asset Allocation, Retirement Planning, Series 65, Financial Analysis, Asset Management, Financial Planners, Valuation, Hedge Funds, Mutual Funds, FINRA, Financial Services, Series 63, Capital Markets, Economics, Financial Planning, Fixed Income, Finance
Education
University of Baltimore School of Law 2010 — 2013
Juris Doctor, LAW
University of Belgrade 1994 — 1997
MSc, School of Economics, A
Univerzitet u Beogradu 1991 — 1994
Bachelor's degree, International Economics
Jonathan Collett Capital Growth Fund January 2012 - Present
Merrill Lynch January 2011 - November 2012
Thinkgreen! Global Advisors Inc August 2009 - July 2010
Ardour Capital Investments January 2006 - December 2008
EKN Financial Services January 2004 - December 2005
Laidlaw Global Securities, Inc January 1998 - December 2003
Skills
Asset Management, Cleantech, Hedge Funds, Equities, Venture Capital, Financial Analysis, Series 7, Trading, Alternative Investments, Securities, Strategic Planning, Options, Derivatives, Research, New Business Development, Investments, Portfolio Management, Financial Planning, Risk Management, Investment Banking, Private Equity, Economics, Emerging Markets, Series 63, Investment Strategies, Investment Advisory, Asset Allocation, Equity Research, Equity Trading, Financial Advisory, ETFs, FX, Technical Analysis, Corporate Finance
Education
University of Bristol 1972 — 1975
BSc Hon, Economics and Mathematical Statistics, Upper Second Class
City of London Public School 1964 — 1971
Classics and Mathematics, Latin, Greek and Mathematics, Corporation Scholarship
SunGard August 2013 - Present
Bank of America (TekSystems) September 2011 - June 2013
Buckholts Agency - Allstate Insurance Co. April 2009 - November 2010
Merrill Lynch June 1992 - September 2008
Skills
Project Management, Vendor Management, Business Analysis, Budgets, Security, Strategic Planning, Windows Server, Disaster Recovery, Technical Support, SharePoint, IT Management, Service Delivery, IT Operations, SDLC
Education
University of Arkansas at Little Rock
Cetera Financial Specialists April 2012 - Present
Genworth Financial Investment Services June 2008 - December 2012
Genworth Financial Investment Services April 2005 - June 2008
GE Capital May 2003 - April 2005
GE Capital June 2001 - April 2003
GE Capital December 1999 - June 2001
Citicorp Investment Services December 1998 - December 1999
Merrill Lynch March 1995 - December 1998
McBee Systems September 1992 - March 1995
Skills
Series 7, Mutual Funds
Education
University of Bridgeport 1999 — 2001
MBA, Business Administration
University of Maine 1989 — 1992
Bachelors, Business Administration
Stephens Inc. April 2009 - Present
Merrill Lynch December 2003 - April 2009
Education
University of Arkansas at Fayetteville 1997 — 2001
Business, Banking & Finance
Honeywell Aerospace February 2015 - Present
Honeywell Aerospace June 2013 - January 2015
Applied Portfolio Management Course, FIN 423 August 2012 - May 2013
Associated Students of the University of Arizona August 2012 - April 2013
Mortar Board Senior Honor Society, Pi Sigma Alpha April 2012 - April 2013
Merrill Lynch January 2012 - April 2012
MÓN 2.0 June 2011 - August 2011
Skills
Bloomberg Terminal, Public Speaking, Microsoft Excel, Microsoft Office, Team Leadership, Diversity Training, Problem Solving, Presentation Development, Finance, Leadership, Entrepreneurship, Marketing, Management, Budgets, Accounting, Market Research, PowerPoint, Investments, Social Media, Research
Education
University of Arizona, Eller College of Management 2009 — 2013
BSBA, Finance
University of Arizona, Honors College 2009 — 2013
Setomatic Systems Inc - SpyderWash May 2015 - Present
Setomatic Systems Inc. November 2013 - April 2015
Canon USA September 2012 - November 2013
Merrill Lynch January 2012 - May 2012
The University of Arizona August 2011 - December 2011
Setomatic Systems Inc. 2008 - 2011
Lutheran Social Services September 2010 - December 2010
Skills
Proficient in Microsoft..., Financial Analysis, Public Speaking, Management, Finance, Microsoft Excel, Forecasting
Education
University of Arizona, Eller College of Management 2008 — 2012
Bachelor of Science in Business Administration, Summa Cum Laude, Finance, Finance GPA: 4.0 , Cumulative GPA: 3.96
CEA Global Campus and Universitat Autònoma de Barcelona
International Business
Amazon September 2015 - Present
Amazon March 2015 - September 2015
Amazon July 2013 - March 2015
Trader Joe's May 2012 - June 2013
Wolfgang Puck March 2011 - May 2012
Merrill Lynch January 2011 - May 2011
The Bio5 Institute August 2010 - March 2011
City of Scottsdale March 2007 - August 2009
Education
University of Arizona, Eller College of Management 2008 — 2012
Notre Dame Preparatory HS 2004 — 2008
High School
Merrill Lynch March 1980 - Present
Education
University of Arkansas
The Hall Group June 2011 - Present
Self Employed January 2008 - May 2011
Centennial Bank March 2005 - December 2007
Commodity Risk Management October 1996 - February 2005
Merrill Lynch January 1994 - September 1996
Skills
Strategic Planning, Negotiation, Contract Negotiation, Budgets, Management, Customer Service, Sales Management, New Business Development, Team Building, Financial Modeling, Financial Analysis, Risk Management, Process Improvement, Sales, Marketing
Education
University of Arkansas at Little Rock 1990 — 1996
Bachelors, Finance and Accounting
MedEvolve August 2003 - Present
Arkansas HIMSS July 2014 - Present
Merrill Lynch November 2000 - April 2003
Edward Jones January 2000 - October 2000
St. Vincent Family Centers September 1994 - January 2000
Skills
Practice Management, EHR, Revenue Cycle Management, EMR, HIPAA, Healthcare Information..., Medical Billing, Medical Practice..., Healthcare Consulting, Healthcare Industry, Software Implementation, Managed Care, Physicians, Healthcare Management, Training, Ambulatory, HL7, EDI, Medical Coding, Health Information..., Software Development, CPOE, Healthcare, Informatics, Revenue Cycle, Process Improvement
Education
University of Arkansas at Little Rock 1994 — 1999
Bachelors, Finance
PricewaterhouseCoopers September 2015 - Present
Arkansas Alumni Association, Inc. January 2014 - January 2015
Downtown Properties Real Estate Group March 2014 - October 2014
Phi Delta Theata Fraternity- Arkansas Alpha Chapter April 2012 - February 2013
Alpha Kappa Psi- Professional Business Fraternity November 2011 - November 2012
Merrill Lynch April 2010 - August 2010
Skills
Financial Analysis, Social Networking, Microsoft Excel, Public Speaking, Financial Accounting, Auditing, US GAAP, Financial Statements, Time Management, Microsoft Word, Research, Microsoft Office, Event Planning
Education
Sam M. Walton College of Business 2014 — 2015
Master's degree, Accounting, Grad School
University of Arkansas, Sam M. Walton School of BusinessFayetteville 2010 — 2014
Bachelor of Science, Business Administration; Financial Management; Investments
Benton High School 2008 — 2010
Merrill Lynch March 2015 - Present
Merrill Lynch March 2011 - February 2015
Merrill Lynch 2008 - 2011
Merrill Lynch 1996 - 2007
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Series 7, Series 63, Series 65, Series 3, Series 9, Series 10
Education
University of Arkansas at Little Rock 1984 — 1988
Bachelor of Arts (B.A.), Literature
University of Arkansas at Fayetteville 1983 — 1984
Merrill Lynch September 2007 - Present
UBS October 2004 - September 2007
Trinity Consultants 2001 - 2004
Skills
Investments, Business Development, Business Planning, Financial Analysis, Strategic Planning, Mortgage Lending, Management, Budget, Microsoft Excel, Risk Management, Asset Management, Wealth Management, Finance, Budgets, Loans, Portfolio Management, Strategic Financial..., Financial Planning, Financial Services, Retirement Planning
Education
University of Arkansas at Fayetteville 1996 — 2001
Bachelor of Science (B.S.), Chemical Engineering
East Arkansas Crossroads Coalition November 2014 - Present
Arkansas Small Business and Technology Development Center August 2013 - August 2014
Arkansas Small Business and Technology Development Center February 2012 - August 2014
Department Of Labor, Little Rock Job Corps December 2010 - January 2012
Yellowbook September 2009 - November 2010
Bryan College June 2007 - July 2009
Regions Bank May 2006 - June 2007
Merrill Lynch January 2005 - December 2005
Skills
Training, Leadership, Management, Program Management, Project Management, Project Planning, Budgets, Operations Management, Marketing, Analysis, Finance, Curriculum Design, Curriculum Development, Healthcare Consulting, Accounting, Public Relations, Business Development, Social Media
Education
University of Arkansas at Little Rock 2012 — 2016
Master of Science (MS), Management Information Systems and Services
University of Arkansas 2002 — 2006
BSBA, Finance
Innovative Student Loan Solutions October 2014 - Present
Angel Oak Capital Advisors, LLC March 2014 - October 2014
Greenleaf Capital, LLC January 2014 - March 2014
Merrill Lynch July 2010 - July 2013
Skills
Investments, Equities, Finance, Securities, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Strategic Financial..., Alternative Investments, Fixed Income, Valuation, Asset Allocation, Cost Projections, Department Budgeting, Planning Budgeting &...
Education
McCamish School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
University of Arizona, Eller College of Management 2006 — 2010
BA, Finance
Merrill Lynch March 2015 - Present
Iron Hill Brewery & Restaurant October 2009 - February 2015
Gen-Kal Pipe and Steel January 2003 - November 2010
Sovereign Bank June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Access, Leadership, Microsoft Word
Education
University of Baltimore 2010 — 2013
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2005 — 2009
Bachelor's degree, Economics
Merrill Lynch November 2014 - Present
WMS Partners February 2012 - November 2014
Legg Mason Capital Management April 2011 - January 2012
Hergenroeder Financial Advisors, Inc. July 2009 - September 2010
Smith Barney December 2005 - April 2009
Legg Mason March 1998 - December 2005
Legg Mason May 1997 - March 1998
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Management, Asset Management, Series 7, Securities, Wealth Management, Alternative Investments, Customer Service, Investment Advisory, Financial Services, Internal Controls, Trading, Auditing, Series 63, Financial Reporting
Education
University of Baltimore 1990 — 1992
Bachelor of Science, Finance
Kaplan Performance Solutions May 2015 - Present
The Boston Consulting Group August 2013 - May 2015
The Boston Consulting Group June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Analysis, Valuation, Economics, Financial Modeling, Barista Training, Corporate Finance, Leadership, Bloomberg Terminal, Emerging Markets, Portfolio Management, Capital Markets, Campaign Strategies, Music Theory, Slide Decks, Private Equity
Education
University of Arkansas at Fayetteville 2009 — 2013
B.S.B.A., Finance (Management/Investments), 4.0
Crystal Lake Farms LLC February 2013 - Present
Peterson Farms, Inc. August 2004 - August 2013
L&L Farms, Inc. August 2004 - August 2013
US Preventive Medicine 2009 - 2010
ANB Financial 2004 - 2008
Merrill Lynch May 2001 - August 2004
Skills
Small Business, Financial Analysis, Real Estate, Investments, Asset Management, Salesforce.com, Poultry, Food, Sustainable Agriculture, Mergers & Acquisitions, Strategic Planning, Budgets, Business Planning, Management, Loans, Forecasting, Portfolio Management, Commercial Lending, Finance, Accounting, Credit, Leadership, Start-ups, New Business Development, Asset Managment, Investment Properties, Risk Management, Strategic Financial..., Entrepreneurship, Contract Negotiation, Strategy, Negotiation, Business Strategy, Pricing, Due Diligence, Executive Management, Corporate Finance, P&L Management, Financial Modeling, Business Development, P&L, Agriculture, Competitive Analysis, Agribusiness, Market Analysis, Managerial Finance, Team Building, Market Planning, Restructuring, Food Industry
Education
University of Arkansas at Fayetteville 1994 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Protiviti August 2014 - Present
Office of the Auditor General May 2012 - August 2014
Merrill Lynch August 2011 - December 2011
Climatec Inc. June 2010 - August 2010
Skills
Portfolio Management, Microsoft Excel, Financial Analysis, PowerPoint, Investments, Mutual Funds, Investment Strategies, Financial Modeling, Finance, Accounting, Leadership, Forecasting, Strategic Financial..., Corporate Finance, Financial Reporting, Analysis, Time Management, Financial Accounting
Education
University of Arizona, Eller College of Management 2013 — 2014
Masters of Business Administration, Finance
University of Arizona Honors College , Eller College of Management 2008 — 2012
BSBA, Accounting and Entrepreneurship
BOK Financial November 2013 - Present
BOSC, Inc. November 2013 - Present
J.P. Morgan Securities LLC January 2013 - September 2013
JPMorgan Chase January 2010 - December 2012
TrustPoint Management August 2009 - December 2009
Merrill Lynch December 2006 - December 2008
Bank of America Private Bank August 2002 - December 2006
JPMorgan Private Bank January 1998 - August 2002
Bank of America January 1997 - January 1998
Bank of America January 1995 - January 1997
Skills
Business Development, Direct Sales, Client Relationship..., Team Leadership, Strategic Thinking, Private Banking, Private Client, Comprehensive Wealth..., Private Wealth..., Certified Financial..., Financial Planning, Wealth Transfer Planning, Estate Planning, Retirement Income..., Retirement Solutions, Financial Advisory, Asset Management, Alternative Investments, Private Equity, Private Placements, Retail Brokerage, Series 7, Series 66, Series 24, Securities Lending, Mortgage Lending, Asset Based Lending, Real Estate Lending, Trust Management, Personal Trust..., Wealth Management..., Investment Management, Securities, Uniform Combined State..., Investments, Wealth, Retirement, Asset Managment, Strategic Financial..., Retirement Planning, High Net Worth...
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
Juris Doctorate, Law
University of Missouri-Columbia 1986 — 1989
BSBA, Finance and Economics
memorial high 1981 — 1985
Ernst & Young September 2013 - Present
EY June 2012 - August 2012
The University of Arizona May 2010 - June 2012
Nordstrom June 2007 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Public Speaking, Customer Service, Time Management, Microsoft Word, PowerPoint, Dependable Team Player, Communication, Creative Problem Solving, Java, Highly detail oriented, Auditing, Data Analysis, Accounting, Microsoft Office, Critical Thinking, Access, QuickBooks, Team Leadership, Leadership, Financial Analysis
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science, Business Administration, Accounting and Management Information Systems
HotSpot MidSouth July 2011 - October 2011
Merrill Lynch August 2008 - July 2011
Wells Fargo June 2004 - August 2008
American Express Financial Advisors April 2002 - June 2004
Education
University of Arkansas
Bachelor of Business, Finance
Royal Bank of Canada January 2010 - Present
Anne Arundel Community College January 2003 - Present
Merrill Lynch October 1999 - Present
Merrill Lynch 1999 - January 2009
Education
University of Belgrade, School of Economics 1994 — 1997
Master of Science, Economics
University of Baltimore School of Law
JD, law
Nevro May 2015 - August 2015
Nevro July 2014 - August 2014
Pacific Heights Surgery Center June 2013 - August 2013
Merrill Lynch May 2012 - June 2012
Education
University of Arizona, Eller College of Management 2011 — 2015
Finance, Biochemistry
Pep Promotions August 2015 - Present
University of Dayton, Women in Business April 2014 - April 2015
University of Dayton Arena August 2012 - April 2015
Merrill Lynch May 2013 - January 2015
Engineering Department at University of Dayton January 2013 - May 2013
Dorothy Lane Market May 2012 - January 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Social Media, Teamwork, Facebook, Leadership, Management, Marketing, Marketing Strategy, Retail, Salesforce.com, Software Documentation
Education
University of Dayton 2012 — 2015
Bachelor of Science in Business Administration, Marketing Major, Finance and English Minors
University of Augsburg 2013 — 2013
Marketing, Management
Archbishop Alter High School 2007 — 2011
Quilvest USA, Inc. 2015 - Present
KCAP Financial, Inc. 2013 - 2015
Canyon River Capital Partners 2010 - 2012
Allied Capital 2004 - 2009
Lehman Brothers 2000 - 2004
Merrill Lynch 1999 - 2000
Skills
Deal Sourcing, Private Equity, Debt, Buyouts, Portfolio Management, Financial Analysis, LBO, Valuation, Mezzanine, Financial Modeling, Venture Capital, Due Diligence, Investment Banking, Corporate Finance, Leveraged Finance, Mergers
Education
University of Arkansas at Fayetteville
BSBA, Finance, Accounting, Political Science
TIAA-CREF September 2013 - Present
The Economist Intelligence Unit October 2012 - September 2013
Northwestern Mutual May 2010 - September 2012
Rudman Capital June 2008 - May 2010
Lehman Brothers February 2006 - May 2008
Wellington West Capital Markets May 2004 - September 2004
Merrill Lynch August 2000 - February 2002
Deutsche Bank Securities 1998 - 2000
Skills
Mutual Funds, Due Diligence, Trading, Alternative Investments, Equity Derivatives, Options, Equity Valuation, Investment Strategies, Series 7, Financial Advisory, Bonds, Mergers, Bloomberg Terminal, DCF, Risk Management
Education
University of Toronto - Rotman School of Management 2003 — 2005
MBA
University of Bristol
MSc
University of Bristol
BSc
Walmart July 2015 - Present
Walmart October 2012 - June 2015
White River Consultants January 2012 - September 2012
Regions Financial Corporation February 2008 - December 2011
Bank of America August 2003 - January 2008
Merrill Lynch January 2000 - July 2003
Skills
Commercial Lending, Credit Analysis, Loans, Financial Analysis, Commercial Banking, Small Business Lending, Investments, Wealth Management, Banking, Credit, Financial Modeling, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Portfolio Management, Asset Managment, Corporate Finance, Valuation, Forecasting, Financial Reporting, Mergers, Real Estate, Managerial Finance, Accounting, Financial Risk, Internal Controls, Business Planning, Equities, Capital Markets, Retail, SAP, Process Improvement, Strategic Planning, Sarbanes-Oxley Act
Education
University of Arkansas at Fayetteville 2012 — 2014
Executive MBA, Business Administration, Management and Operations
University of Arkansas at Fayetteville 1994 — 2000
Bachelor of Science, Finance; Business Administration
Merrill Lynch August 2006 - Present
Make-A-Wish Foundation of Southen Nevada 2004 - 2009
Skills
Investments, Portfolio Management, Strategic Financial...
Education
University of Arkansas at Little Rock 1987 — 1992
BBA, Finance
Ten Events LLC March 2003 - Present
Merrill Lynch 1994 - Present
FOMA - Fundación Olimpiada Matematica Argentina 1997 - 2012
Verger Viajes 1979 - 1985
Skills
Event Management, Public Relations, Event Planning, Budgets, Meeting Planning, Project Planning, Time Management, Hotels, Corporate Events, Management, Marketing Communications, Sponsorship
Education
University of Buenos Aires 1972 — 1975
Licenciada en Matematicas, Mathematics
University of Buenos Aires 1971 — 1975
B A, Mathematics
Bridgewater Associates September 2010 - Present
TAL International Container Corp May 2000 - May 2010
Transamerica 2000 - 2005
Earthweb 1999 - 2000
Merrill Lynch 1998 - 1999
Education
University of Bridgeport
MS, Computer Science
Xidian University
BS, Information Engineering
Merrill Lynch
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Equities, Asset Allocation, Securities, Series 63
Education
University of Bridgeport 1973 — 1975
Raymond James January 2009 - Present
Merrill Lynch April 2006 - January 2009
Morgan Stanley December 2004 - April 2006
Morgan Stanley March 2004 - December 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Retirement, Investments, Life Insurance, Wealth Management..., Financial Goals, Insurance, 401k Rollovers, Retirement Planning, IRAs, Wealth Management, ETFs, Mutual Funds, 401k, Fixed Annuities, Equities, Investment Strategies
Education
University of Arkansas at Little Rock 2003 — 2004
MBA, Finance and Investments
University of Central Arkansas 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance
BMO Harris Financial Advisors July 2014 - Present
Merrill Lynch July 2010 - July 2014
Edward Jones July 2005 - May 2006
Skills
Series 7, Financial Analysis, Investments, Mutual Funds, financial advisor, Series 63, Wealth Management, Finance, Asset Allocation, Financial Advisory, Portfolio Management, Retirement Planning, Strategic Planning, Financial Planning, Investment Advisory, Retirement, Financial Services, Customer Service, Estate Planning, Microsoft Office, Securities, Certified Financial...
Education
University of Arkansas 2003 — 2005
University of Nebraska at Kearney 1999 — 2003
B.S. Business, Marketing
Merrill Lynch December 2011 - Present
Laidlaw & Company June 2009 - December 2011
Fordham Financial December 2007 - January 2009
Capstone Holdings LLC January 2007 - November 2007
Skills
Portfolio Management, Finance, Financial Analysis, Strategic Planning, Negotiation, Corporate Finance, Investments, Management, Business Planning, Trading
Education
Cardenal Newman 1980 — 2003
University of Buenos Aires
John Hancock Financial Services September 2015 - Present
University of Arizona Planned Giving Advisory Council January 2011 - Present
Pinnacle Plan Design, LLC December 2013 - September 2015
Women's Foundation of Southern Arizona July 2013 - January 2014
Merrill Lynch July 2008 - November 2013
Arizona Theatre Company January 2008 - January 2013
Planned Giving Roundtable of So. Arizona January 2012 - December 2012
Arizona Citizens for the Arts 2007 - 2010
Smith Barney July 2007 - July 2008
Western States Arts Federation May 2003 - May 2007
Skills
Small Business, Charities, Philanthropy, Non-profits, Fundraising, Strategic Planning, Public Speaking, Retirement, 401k, Estate Planning, Retirement Planning, Pensions, Wealth Management, Asset Managment, Strategic Financial..., Nonprofits, Employee Benefits, Government, Asset Management, Grants
Education
University of Arizona, Eller College of Management 1996 — 2000
BSBA, Finance & Business Management
Tucson News Now July 2013 - Present
KVOA-TV February 2012 - July 2013
Cumulus Broadcasting January 2010 - January 2012
Clear Channel Broadcasting March 2003 - January 2010
CBS Radio 2002 - 2003
Susquehanna Radio August 2001 - September 2002
Merrill Lynch January 1996 - June 2001
Skills
Advertising, Broadcast, Digital Media, Online Advertising, Marketing, Digital Marketing, Social Media Marketing, Advertising Sales, Radio Advertising, Media Buying, Radio
Education
University of Arizona, Eller College of Management 1991 — 1995
Bachelor of Science, Finance
Lincoln Financial Advisors May 2007 - Present
Merrill Lynch May 1998 - March 2007
Legg Mason February 1992 - April 1997
Skills
Retirement Planning, Series 7, Estate Planning, Investment Advisory, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Wealth, Personal Financial..., Insurance, Wealth Accumulation, Financial Services, Asset Management, Financial Advisory, 401k, Securities, Education Funding, Fixed Annuities, IRAs, Investment Strategies
Education
University of Baltimore 1971 — 1974
First Trust September 2015 - Present
Vanguard September 2012 - September 2015
Vanguard September 2012 - June 2015
Vanguard April 2008 - September 2012
Vanguard December 2005 - April 2008
Vanguard July 2004 - December 2005
Merrill Lynch 2003 - 2004
Skills
ETFs, Asset Allocation, Series 63, Mutual Funds, ETF Sales, Consultative Selling, Asset Managment, Series 7, Investment Strategies, Portfolio Management, Retirement Planning, Wholesaling, Investment Advisory, Series 24, Portfolio Construction, Business Development, Strategic Planning, Communication Skills, Risk Management, Capital Markets, Sales Management
Education
University of California, Berkeley 2007 — 2007
Certified Investment Management Analyst Program
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance
HSBC February 2015 - Present
HSBC 2012 - January 2015
Barclays Bank PLC June 2008 - September 2011
Merrill Lynch October 2006 - November 2007
Barclays Bank 2005 - 2006
Barclays Bank 2005 - 2005
Barclays Bank PLC 2004 - 2005
AkzoNobel June 2002 - September 2002
Nuffield Bursary - Young Scientist Project June 1998 - July 1998
Skills
Leveraged Finance, Credit, Corporate Finance, Banking, Mergers, Commercial Banking, New Business Development, Account Management, Business Planning, Finance, Portfolio Management, Structured Finance
Education
University of Birmingham 2000 — 2003
Natural Sciences, Biochemistry
Walmart January 2013 - Present
Walmart June 2008 - January 2013
Foundation Resource Management 2005 - 2007
Merrill Lynch 2004 - 2005
Skills
Competitive Analysis, Credit, Cross-functional Team..., Customer Service, Finance, Financial Analysis, Financial Modeling, Financial Services, Forecasting, Investments, Leadership, Management, Portfolio Management, Process Improvement, Sales, Product Management, Strategy, Strategic Planning, Valuation
Education
University of Arkansas 2000 — 2004
BSBA, Finance
Merrill Lynch February 1999 - Present
Skills
Account Maintenance, Concentrated Stock..., Restricted Stock, Financial Services, Investment Banking, Private Banking, Investments, Client Service Oriented, Fixed Income, Mutual Funds, Wealth Management..., Client Services, Management, Asset Management
Education
University of Baltimore
Merrill Lynch September 2005 - Present
Education
University of Arkansas 2001 — 2006
Southern Wine & Spirits May 2014 - Present
Legacy Retail Solutions January 2011 - May 2014
Merrill Lynch May 2005 - January 2009
Edward Jones 2002 - 2005
Walmart 2000 - 2002
Llama 1994 - 1999
Family Vision Center January 1992 - May 1994
Skills
Retail, Forecasting, Pricing, Consumer Products, P&L, Cross-functional Team..., Budgets, Strategic Planning, Merchandising, Financial Analysis, Management, Customer Service, Inventory Management, Product Development, Process Improvement, Team Building, Finance, Competitive Analysis, Marketing Strategy, New Business Development, Profit, Marketing, Income Statement
Education
NWACC 2009 — 2010
Retail Analyst Program
University of Arkansas 1987 — 1991
BSBA, Finance
Plant Healthcare 2004 - Present
Micro Flo 1991 - 2003
Merrill Lynch 1989 - 1991
Skills
Biotechnology, Business Planning, Sales, Crop Protection, Agribusiness, Management, Market Development, Finance, Deals, Agriculture, Distribution Strategies, Product Development, Agronomy, Horticulture
Education
University of Arkansas 1983 — 1987
BS, Ag -Business
Allstate June 2014 - Present
Blue 3 Productions September 2010 - September 2013
Merrill Lynch December 2005 - June 2009
Morgan Stanley August 2004 - December 2005
Skills
Account Management, Customer Service, Budgets, Financial Analysis, Financial Reporting, Insurance, Investments, Management, Marketing, Microsoft Excel, Operations Management, Microsoft Office, Sales, Strategic Planning
Education
University of Arkansas 2000 — 2004
Bachelor's, Finance
Department of Homeland Security May 2009 - Present
Department of Homeland Security 2003 - May 2009
Merrill Lynch 1979 - 2004
Federal Bureau of Investigation 2001 - 2003
NIPC 2001 - 2003
U.S. Navy Reserve 1979 - 2003
United States Navy Reserve 1979 - 2003
Education
University of Baltimore School of Law 1974 — 1976
none, Law
University of Utah 1965 — 1969
BA (Honors), Political Science /Certificate in International Relations
Merrill Lynch April 2015 - Present
Wells Fargo Advisors March 2013 - April 2015
Wells Fargo Advisors LLC April 2011 - February 2013
PNC Wealth Management 2008 - 2011
PNC Wealth Management 2006 - 2008
Skills
Banking, Alternative Investments, Asset Management, Securities, Portfolio Management, Financial Analysis, Uniform Combined State..., Credit Analysis, Fixed Income
Education
University of Baltimore 2006 — 2009
BS, Finance
Meridian Investment Advisors July 2012 - Present
BKD Wealth Advisors, LLC June 2010 - June 2012
Merrill Lynch 2006 - 2010
Education
University of Arkansas at Fayetteville 2002 — 2003
MBA, Finance
University of Arkansas at Fayetteville 1998 — 2002
BSBA, Financial Management
JPMorgan May 2007 - Present
Societe Generale 2005 - 2007
UBS 2000 - 2005
Merrill Lynch 1996 - 2000
Skills
Securities, Middle Office, Equities, Fixed Income, Securities Lending, Prime Brokerage, Derivatives, Bloomberg, Capital Markets, Collateral Management, Financial Services, Risk Management, Trading, Trading Systems, Investment Banking, Hedge Funds
Education
University of Bridgeport 1989 — 1993
Amy's Bread September 2013 - Present
Amy's Bread February 2012 - July 2013
Amy's Bread August 2010 - February 2012
Amy's Bread January 2009 - August 2010
NADAP, Inc. September 2003 - August 2007
Reader's Digest January 2003 - May 2003
Amy's Bread August 1997 - August 2002
Merrill Lynch February 1989 - March 1997
Skills
Human Resources, Management, Training, Analysis
Education
University of Bridgeport 1984 — 1988
B.S., Medical Technology
BAFS, LLC November 2013 - Present
JPMorgan Chase May 2013 - October 2013
First National Bank of Crossett June 2011 - September 2012
Bank of Gravett March 2009 - June 2011
Superior Consulting, LLC August 2007 - November 2008
Bank of the Ozarks March 2006 - August 2007
Arkansas State Bank Department 2003 - 2006
Merrill Lynch October 1999 - March 2003
Arvest Bank 1997 - 1999
Arkansas State Bank Department October 1990 - March 1996
Skills
Banking, Loans, Portfolio Management, Cash Management, Relationship Management, Finance, Credit, Cash Flow, Small Business Lending, Credit Analysis, Loan Origination, Commercial Banking, Management, Commercial Lending, Credit Risk, Financial Analysis, Selling, Asset Based Lending, Credit Unions, loan review
Education
Graduate School of Banking at Colorado 2003 — 2006
Community Banking Degree, Banking and Financial Support Services
University of Arkansas 1986 — 1990
Business, Accounting
Cotiviti July 2015 - Present
Affinion Group November 2011 - Present
RBS Global Banking & Markets July 2010 - November 2011
Intergis LLC June 2009 - October 2010
Pursuit Software Inc. June 2007 - March 2009
Merrill Lynch February 2007 - June 2007
CIT June 2006 - January 2007
Skills
Visual Studio, SQL, Microsoft SQL Server, WCF, .NET, XML, ASP.NET, Agile Methodologies, SDLC, T-SQL, C#, Data Warehousing, Web Applications, Web Services, Databases, Oracle, SOA, JavaScript, IIS, Requirements Analysis, Software Development, HTML, LINQ, Web Development, jQuery, PL/SQL, SharePoint, Scrum, ASP.NET MVC, AJAX, Integration, Subversion, TFS
Education
University of Bridgeport 2002 — 2004
MS, Computer Engineering
University of Damascus 1995 — 2000
Bachelor's degree, Electrical and Electronics Engineering
The Federal Savings Bank July 2015 - Present
Pension Consulting Group, Ltd January 1980 - December 2011
Residential Home Funding January 2005 - January 2009
Merrill Lynch March 2001 - June 2003
Skills
New Business Development, Mortgage Lending, Refinance, Loan Origination, Reverse Mortgages, FHA, Mortgage Banking, Investments, Business Strategy, Residential Mortgages
Education
Western Connecticut State University 1962 — 1968
Bachelor's degree, Elementary Education and Teaching
University of Bridgeport
Master's degree, Guidance in the elementary school
mcd group, inc. 2015 - Present
Clark and Company 2013 - 2015
Clark and Company 2011 - 2013
Berkley Regional Specialty Insurance Co. 2009 - 2011
Merrill Lynch August 2008 - December 2008
Skills
Contract Negotiation, Permanent Placement, Marketing, Portfolio Management, Financial Modeling, CRM, Cold Calling, Customer Service, Strategic Financial..., Property & Casualty..., Recruiting, Healthcare, Forecasting, Investments, Management, Negotiation, Microsoft Excel, Healthcare Information...
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science, Finance
Merrill Lynch September 2005 - Present
Morgan Stanley February 2002 - August 2005
Skills
Investments, Financial Planning, Series 7, Asset Allocation, Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Series 63, Wealth Management..., ETFs, Series 65, Uniform Combined State..., Alternative Investments, IRAs, 401k Rollovers, Investment Management, FINRA, Financial Advisory
Education
Woodbury University 1996 — 1998
MBA, Finance
UCLA 1994 — 1996
International Business Certification, International Business
University of Bucharest
J.I. Construction, LLC October 2010 - Present
Merrill Lynch May 2008 - September 2010
Ives & Associates, Inc February 1997 - May 2008
Skills
Investments, Insurance
Education
University of Arkansas at Little Rock 1992 — 1996
BBA, Marketing
Vestor Capital Corporation May 2013 - Present
Merrill Lynch June 2009 - May 2013
Mullins Computer Solutions January 2002 - May 2009
Skills
CRPC, Series 7, Series 66, 401k, Mutual Funds, Finance, Asset Allocation, Investments, Equities, Securities, Alternative Investments, Fixed Income, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Strategies, Financial Advisory
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science (BS), Finance
Montini Catholic High School 2001 — 2005
UBS April 2012 - Present
Johns Hopkins University May 2011 - April 2012
Morgan Stanley February 2010 - May 2011
Capital Financial Partners July 2008 - March 2010
Merrill Lynch May 2007 - August 2007
Education
University of Baltimore 2010 — 2012
MBA, Finance
University of Maryland College Park 2004 — 2008
Bachelors, Economics
Rand Financial Advisors LLC January 2008 - Present
Sun Realty USA Inc. January 2003 - Present
Merrill Lynch January 2000 - September 2001
Faculty of Architecture, University of Belgrade June 1993 - June 1994
Education
University of Belgrade 1989 — 1993
Bachelor's degree, Architectural Engineering
University of Belgrade
Bachelor of Architecture (BArch)
The Home Depot March 2009 - Present
Merrill Lynch August 2007 - March 2009
Blue Cross Blue Shield of Florida February 1997 - August 2007
US Navy June 1974 - September 1996
Skills
TSM, AIX, TSO, Disaster Recovery, Red Hat Linux, Storage, HP-UX, DB2, Storage Management, Shell Scripting, Performance Tuning, EMC Storage, IBM AIX
Education
University of Phoenix 2003 — 2005
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
University of Arkansas at Fayetteville 1984 — 1986
Master of Science (M.S.), Operations Management
Dudley Ventures February 2015 - Present
E*TRADE Financial July 2012 - February 2015
Merrill Lynch March 2010 - August 2012
Merrill Lynch September 2008 - February 2009
Skills
Series 7, Asset Allocation, Wealth Management, Financial Modeling, Strategic Financial..., Investments, Portfolio Management, Asset Management, Financial Planning, Chartered Retirement..., Cash Flow
Education
University of Arizona, Eller College of Management 2004 — 2008
B.S. in Business Administration, Cum Laude, Finance
Southwest Power Pool Regional Entity October 2012 - Present
Cyclists Serving Cyclists March 2010 - October 2012
First Biz Dallas - Business Brokers July 2001 - January 2010
Merrill Lynch April 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Customer Service, Marketing Strategy, Strategic Planning, Sales, Marketing, PowerPoint, Microsoft Word, Sales Management, Strategy, Insurance, Advertising, Training, Management, Leadership, Process Improvement
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2011 — 2014
Doctor of Law (J.D.)
Fort Lewis College 1996 — 2001
Bachelor of Science (B.S.), International Business/Finance
Independent Contractor 1995 - 2015
Merrill Lynch 1982 - 1987
Skills
Office Management, Computer Proficiency, Organization Skills, website maintenance, Research
Education
University of Bridgeport 1964 — 1968
Bachelor’s Degree, Marketing, Fashion Merchandising
RevUnit August 2015 - Present
Lawnly January 2015 - September 2015
Core Brewing and Distilling July 2014 - October 2014
Movista, LLC October 2012 - November 2013
EquityNet, LLC July 2012 - September 2012
Charles Schwab January 2012 - June 2012
Merrill Lynch July 2010 - November 2011
Skills
Entrepreneurship, Start-ups, Investments, Sales, Account Management, Marketing, Strategic Planning, Private Equity, Strategy, Business Development, Capital Markets, Salesforce.com, Microsoft Office, Customer Service, Business Planning, Ice Hockey, Customer Development
Education
University of Arkansas at Fayetteville 2006 — 2010
Bachelor of Science in Business Administration, Financial Management and Investments
Donovan & Rainie, LLC January 2015 - Present
Donovan & Rainie, LLC August 2013 - May 2014
Baltimore City Law Department June 2013 - August 2013
Maryland Department of Business and Economic Development January 2013 - April 2013
Hon. Alexander Wright, Jr. September 2012 - December 2012
Commodity Futures Trading Commission May 2012 - August 2012
New York Life Insurance Company October 2009 - June 2010
Merrill Lynch May 2007 - August 2007
Auerbach Grayson January 2007 - May 2007
Skills
Litigation, Courts, Policy, Appeals, Document Review, Research, Motions, Editing, Legislation, Press Releases, Legal Research, Legal Writing, Investigation, Public Policy, Policy Analysis, Mediation, Government, Corporate Governance, Proofreading, Politics, Securities Regulation, Securities Litigation, Due Diligence
Education
University of Baltimore School of Law 2011 — 2014
Juris Doctor, Alumnus
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance, Marketing, Latino Studies
Bishop O'Connell
Bishop O'Connell
EC Financial group, Inc April 2014 - Present
Merrill Lynch August 2005 - January 2009
UBS October 2002 - August 2005
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Investments, Strategic Financial..., Retirement, Estate Planning, Portfolio Management, IRAs, Insurance, Fixed Annuities, Financial Advisory, Investment Strategies, Uniform Combined State..., Securities, Asset Managment
Education
University of Arkansas at Little Rock 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lonoke High School 1986 — 1989
Merrill Lynch August 2014 - Present
AssetMark February 2014 - June 2014
Edward Jones April 2013 - February 2014
Edward Jones December 2011 - March 2013
Edward Jones November 2010 - July 2011
Edward Jones April 2008 - October 2010
Edward Jones April 2007 - April 2008
Edward Jones January 2007 - April 2007
Xentel Inc. August 2006 - October 2006
Edward Jones May 2005 - September 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Mutual Funds, CRM, Management, Finance, Marketing, Budgets, Banking, Strategy, Training, Access, Microsoft Excel
Education
University of Arizona, Eller College of Management 2002 — 2006
Business Administration, Marketing Major, Political Science Minor
HP II Investments, Canyon Creek Collections LLC, Montana Flats and Cactus Fairways LLC 2000 - Present
Merrill Lynch 1978 - 2001
Skills
Options, Securities, Wealth Management, Investments, Series 7, Customer Service, Series 63, Asset Allocation, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Financial Planning
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Business Management
University of Arkansas at Little Rock 1968 — 1973
BA, Political Science & Journalism
Equinox March 2003 - Present
Equinox Fitness March 2003 - Present
Bear Stearns November 1998 - April 2002
Merrill Lynch October 1996 - November 1998
Merrill Lynch October 1994 - November 1998
Lehman Brothers September 1993 - October 1994
Brilliant Image January 1993 - September 1993
Education
University of Baltimore
BS, Corporate Communications
Raymond James September 2014 - Present
Raymond James & Assoc. September 2014 - Present
Merrill Lynch April 1980 - September 2014
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Asset Allocation, Retirement, Series 7, Financial Analysis, Fixed Annuities, Equities, Financial Services, Asset Management, Securities, Mutual Funds, Alternative Investments, Risk Management, Investment Advisory, Investment Strategies, Series 63, Strategic Financial...
Education
University of Arkansas 1974 — 1979
BSBA, MBA, Finance & Investment Management
Deutsche Bank May 2008 - Present
Merrill Lynch January 2003 - March 2008
Education
University of Auckland 1985 — 1988
BCOM, Business Management
Landstar January 2004 - Present
Pro Transportation Inc January 1998 - December 2003
Merrill Lynch September 1995 - December 1997
Skills
Strategic Planning, Operations Management, Marketing, Sales Management, Change Management, Truckload, Shipping, New Business Development, Business Strategy, Freight, Negotiation, Cash Management, Transportation..., Cross-functional Team..., Insurance, Process Improvement, Key Account Management, Transportation, 3PL, Product Development, Supply Chain Management, Supply Chain, Team Building, Forecasting, Sales, Microsoft Word, Microsoft Office, Microsoft Excel, Logistics, Project Management, Marketing Strategy, Budgets, Customer Service
Education
University of Arkansas at Little Rock 1999 — 2001
Bachelor of Science (B.S.), Accounting
University of Mississippi 1992 — 1995
Bachelor of Business Administration (B.B.A.)
Merrill Lynch June 2011 - Present
Citigroup Inc March 2008 - May 2011
RBC Capital Markets June 2006 - February 2008
RoyalBlue Financial August 2004 - June 2006
Dendrite International January 2002 - August 2004
Citigroup Inc April 1998 - January 2002
Skills
Trading Systems, Quality Assurance, Testing, Quality Center, QTP, SDLC, Defect Tracking, Test Strategy, Test Planning, Test Management
Education
University of Bridgeport 1996 — 1998
Master of Science, Electrical, Electronics and Communications Engineering
Madurai University 1992 — 1996
Bachelor, Engineering
Temperies December 2014 - Present
Merrill Lynch June 2009 - January 2014
Conyers Dill & Pearman June 2006 - June 2009
Consultores Asset Management 2004 - 2006
Education
ICSA - London 2008 — 2009
Certificate in Offshore Finance and Administration
Universidad de Buenos Aires 1997 — 2004
University Degree in Business Administration
Bank of America Merrill Lynch April 2001 - Present
Merrill Lynch April 2001 - February 2010
Xerox April 2000 - March 2001
Xerox March 1999 - March 2000
Xerox January 1997 - February 1999
Xerox January 1994 - December 1996
Xerox October 1981 - December 1993
Xerox April 1972 - September 1981
Skills
Financial Analysis, Results Oriented, Attention To Detail, Latin America, Economics, Pricing, Expense Management, Accountability, Portfolio Management, Risk Management, Finance, Investment Banking, Forecasting, Strategy, Strategic Financial..., Wealth Management, Financial Reporting, M&A execution, Management, Goal Oriented, Analysis, Financial Controlling, Asset Management, Mergers, Financial Planning
Education
University of Buenos Aires 1972 — 1974
Certified Public Accountant, Accounting and Finance
University of Buenos Aires 1967 — 1971
Licentiate degree in Business Administration, Business/Managerial Economics
University of Buenos Aires 1967 — 1971
Licentiate of Business Administration and Certified Publuc Accountant, Business Administration and Management, General
CSC June 2012 - Present
Techno Product Iridustry June 2007 - Present
First Niagara Bank November 2011 - May 2012
Sun Healthcare Group October 2010 - November 2011
Merrill Lynch November 2009 - August 2010
Horizon Blue Cross Blue Shield of New Jersey October 2008 - July 2009
TPI June 2006 - June 2007
Skills
SDLC, Requirements Analysis, Vendor Management, Business Analysis, RQM, RRC, Lotus Notes, SharePoint, RTC, DB2, Microsoft SQL Server, Toad, Notepad++, SoapUI, JAWS, JavaScript, Cognos, Microsoft Office, Tomcat, EDI, first pass, Capital Markets, Waterfall, Agile Testing, Agile Project Management, Agile Methodologies, Six Sigma, Small Business, Warehousing, Windows, Creative Writing, QuickBooks, Quality Assurance, Quality Center, Quality Control, Quality Management, QTP, Enterprise Architecture, Project Management, PMP, Strategic Planning, Financial Risk, HIPAA, Knowledge Management, Visio, Healthcare Management, Healthcare, Insurance, Health Insurance, Disability Insurance
Education
PMP - Project Management Professional 2010 — 2010
Project Management, Business Administration, Management and Operations, Certified
University of Virginia 2009 — 2010
Master's degree, Information Technology Project Management, A-
University of Bridgeport 2007 — 2008
Master's degree, Technology management
Atmiya Institute Of technology ( AITS) 2002 — 2006
Bachelor's degree, Instrumentation and control Engineering, A
Merrill Lynch October 2009 - Present
Tyson Foods July 2008 - September 2009
Skills
Financial Analysis, Leadership, Strategic Planning
Education
University of Arkansas at Fayetteville 2005 — 2007
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Arkansas at Fayetteville 2001 — 2005
BS, Finance and Financial Management Services
Merrill Lynch 2006 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Investment Advisory, Portfolio Management, Equities, Retirement, Fixed Income
Education
University of Arkansas at Fayetteville 1999 — 2002
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
UBS April 2000 - Present
Morgan Keegan 1994 - 2000
Stephens Inc. 1987 - 1994
EF Hutton 1982 - 1987
Merrill Lynch 1977 - 1982
Education
University of Arkansas at Fayetteville 1970 — 1973
BSBA, Business Administration and Management, General
University of Missouri-Columbia 1968 — 1970
Business Administration and Management, General
Provant February 2013 - Present
Healthways August 2011 - February 2013
Merrill Lynch May 2010 - August 2011
Skills
Microsoft SQL Server, PL/SQL, MS Integration Services, SQL Tuning, MS Reporting Services, RedGate, Analysis Services, Business Intelligence, MySQL, XML, Powershell, ETL, Data Warehousing, SharePoint, Agile Methodologies, Visual Studio, SDLC
Education
University of Bridgeport 2008 — 2010
Master of Science (M.S.)