Merrill Lynch

Industry: Banking company

Description

Merrill 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
Jared Burns Jared Burns Rogers, Arkansas Details
Jared Burns's Merrill Lynch Experience December 2007 - February 2009
Job Regional Sales Manager at PepsiCo
Industry Consumer Goods
Experience
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

Cody Duley Cody Duley Rogers, Arkansas Details
Cody Duley's Merrill Lynch Experience December 2005 - November 2007
Job Brand Manager Shopper Marketing, KimberlyClark
Industry Marketing and Advertising
Experience
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

Cathy Xin Shen Cathy Xin Shen Austin, Texas Details
Cathy Xin Shen's Merrill Lynch Experience August 2012 - December 2012
Job Tax Staff at EY
Industry Accounting
Experience
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

Petia Dimova Petia Dimova Greater Los Angeles Area Details
Petia Dimova's Merrill Lynch Experience December 1998 - March 2001
Job Financial Planning Optimization
Industry Financial Services
Experience
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

Andy Arnold Andy Arnold Little Rock, Arkansas Area Details
Andy Arnold's Merrill Lynch Experience June 2010 - March 2012
Job Trust & Wealth Management at First Security Bank
Industry Investment Management
Experience
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

Laurynas R. Misevicius Laurynas R. Misevicius Portland, Oregon Area Details
Laurynas R. Misevicius's Merrill Lynch Experience December 2013 - August 2014
Job Assistant Vice President/Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Shane Knight Shane Knight Maumelle, Arkansas Details
Shane Knight's Merrill Lynch Experience May 2000 - September 2002
Job Arkansas Sales Manager at Howard Technology Solutions
Industry Computer Hardware
Experience
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

Mehdi Grayeli Mehdi Grayeli Washington D.C. Metro Area Details
Mehdi Grayeli's Merrill Lynch Experience September 1994 - November 1997
Job Investment Advisor at Grayeli Investment Managment
Industry Investment Management
Experience
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

Chandler Wardlaw Chandler Wardlaw Chandler, Arizona Details
Chandler Wardlaw's Merrill Lynch Experience August 2011 - November 2011
Job Corporate Account Manager at CDW assisting Enterprise Corporations in their Information Technology Initiatives
Industry Information Technology and Services
Experience
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

Austin Ganz Austin Ganz Greater New York City Area Details
Austin Ganz's Merrill Lynch Experience 1995 - 2003
Job VP, Director | Business Transformation, Risk Management, Compliance, Consulting, Project Management
Industry Financial Services
Experience
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

Keith Snyder Keith Snyder Denver, Colorado Details
Keith Snyder's Merrill Lynch Experience June 2012 - August 2012
Job Equity Analyst at S&P Capital IQ
Industry Financial Services
Experience
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

Jake Tracy Jake Tracy Los Angeles, California Details
Jake Tracy's Merrill Lynch Experience 2011 - 2011
Job Associate at CAIS Group
Industry Financial Services
Experience
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

Chris Kemp Chris Kemp Little Rock, Arkansas Area Details
Chris Kemp's Merrill Lynch Experience June 2012 - November 2014
Job
Industry Financial Services
Experience
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

Kes White Kes White Chicago, Illinois Details
Kes White's Merrill Lynch Experience July 2009 - August 2009
Job Sr. Associate Transaction Services at KPMG US
Industry Accounting
Experience
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

Sanjay Mandloi Sanjay Mandloi Greater New York City Area Details
Sanjay Mandloi's Merrill Lynch Experience July 1999 - June 2000
Job Sr IT Director – Product Development, Innovation Programs, Business Development & Global R&D Deployments
Industry Pharmaceuticals
Experience
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.

Michael Dunavant Michael Dunavant Bentonville, Arkansas Details
Michael Dunavant's Merrill Lynch Experience June 2015 - Present
Job Financial Wellness Specialist
Industry Financial Services
Experience
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

Barbara Rishel Barbara Rishel Catonsville, Maryland Details
Barbara Rishel's Merrill Lynch Experience September 2008 - June 2011
Job Senior Portfolio Manager at Hardesty Capital Management
Industry Financial Services
Experience
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

Cody Sparks Cody Sparks Dallas/Fort Worth Area Details
Cody Sparks's Merrill Lynch Experience May 2012 - August 2012
Job Real Estate Development
Industry Real Estate
Experience
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

Kimberly Nowlin Kimberly Nowlin San Francisco Bay Area Details
Kimberly Nowlin's Merrill Lynch Experience May 2007 - June 2007
Job Global Client Account Manager at Deloitte
Industry Financial Services
Experience
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

Sebastian Seehusen Sebastian Seehusen Philadelphia, Pennsylvania Details
Sebastian Seehusen's Merrill Lynch Experience June 2008 - August 2008
Job MBA candidate at The Wharton School
Industry Financial Services
Experience
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

Alexandra Del Sol Alexandra Del Sol Fayetteville, Arkansas Details
Alexandra Del Sol's Merrill Lynch Experience June 2014 - August 2014
Job Equity Research Analyst, Technology Group at Rebsamen Trust Fund
Industry Investment Banking
Experience
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

Cole Thompson Cole Thompson Greater Los Angeles Area Details
Cole Thompson's Merrill Lynch Experience June 2012 - August 2012
Job Associate at BDO Consulting Valuation & Business Analytics
Industry Financial Services
Experience
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

Amanda Wyatt, CPA Amanda Wyatt, CPA Dallas/Fort Worth Area Details
Amanda Wyatt, CPA's Merrill Lynch Experience August 2007 - December 2007
Job One Team | One Family | One Mission | KIPP DFW
Industry Education Management
Experience
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

Alex Leme Alex Leme Madison, Wisconsin Details
Alex Leme's Merrill Lynch Experience August 2006 - January 2009
Job Ph.D. candidate in Art History at the University of Wisconsin Madison
Industry Fine Art
Experience
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

Katharine Linebaugh Katharine Linebaugh San Francisco Bay Area Details
Katharine Linebaugh's Merrill Lynch Experience June 2012 - August 2012
Job Principal, Sales Development Representative at Okta, Inc.
Industry Information Technology and Services
Experience
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

Edwin Keith Edwin Keith Houston, Texas Area Details
Edwin Keith's Merrill Lynch Experience January 1992 - October 1996
Job Financial Advisor, Senior Vice President at Synergy Wealth Management
Industry Financial Services
Experience
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

Kathryn Herrington Kathryn Herrington New York, New York Details
Kathryn Herrington's Merrill Lynch Experience 1998 - 2006
Job Chief Human Resources Officer at CLS Bank International
Industry Financial Services
Experience
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

Forrest Spicher Forrest Spicher Hot Springs National Park, Arkansas Details
Forrest Spicher's Merrill Lynch Experience June 1997 - October 2004
Job Market Executive at BancorpSouth
Industry Financial Services
Experience
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

Janny Lin Janny Lin Greater New York City Area Details
Janny Lin's Merrill Lynch Experience 2006 - 2008
Job Bank of America Merrill Lynch
Industry Banking
Experience
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

Ajay B Masand Ajay B Masand Greater New York City Area Details
Ajay B Masand's Merrill Lynch Experience June 1987 - September 1990
Job Wealth Advisor & Senior Porfolio Manager Tax Efficient Solutions for Growing , Managing& Preserving Family Wealth
Industry Financial Services
Experience
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

Brian W Clark Brian W Clark Orange County, California Area Details
Brian W Clark's Merrill Lynch Experience March 2015 - Present
Job Assistant Vice President, Merrill Lynch
Industry Financial Services
Experience
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

Amanda Wacker Amanda Wacker Scottsdale, Arizona Details
Amanda Wacker's Merrill Lynch Experience June 2011 - July 2011
Job Senior Loan Research Analyst at Voya Financial
Industry Financial Services
Experience
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

Carrie Carr Carrie Carr Little Rock, Arkansas Area Details
Carrie Carr's Merrill Lynch Experience January 2008 - February 2010
Job Financial Advisor at Concert Wealth Management
Industry Investment Management
Experience
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

Dennis Gilliam Dennis Gilliam Little Rock, Arkansas Area Details
Dennis Gilliam's Merrill Lynch Experience 1996 - 2009
Job President, Integris Capital Management, Inc
Industry Investment Management
Experience
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

Sadikquah Perry Sadikquah Perry Washington D.C. Metro Area Details
Sadikquah Perry's Merrill Lynch Experience April 2002 - February 2004
Job Program Analyst at Bureau of Labor Statistics
Industry Government Administration
Experience
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

Sarah Chadick Sarah Chadick Fayetteville, Arkansas Area Details
Sarah Chadick's Merrill Lynch Experience July 1997 - November 2002
Job Director, Mitchell Communications Group
Industry Public Relations and Communications
Experience
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

Marti Adams, CFP® Marti Adams, CFP® Nashville, Tennessee Details
Marti Adams, CFP®'s Merrill Lynch Experience October 1996 - February 2004
Job Financial Products Wholesaler In Transition
Industry Financial Services
Experience
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

Jennifer Sherlock Jennifer Sherlock Pensacola, Florida Area Details
Jennifer Sherlock's Merrill Lynch Experience January 2007 - February 2010
Job Senior Compensation Analyst at Compensation Advisors
Industry Financial Services
Experience
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

Art Andrews Art Andrews Greater New York City Area Details
Art Andrews's Merrill Lynch Experience December 1990 - September 2010
Job Financial Advisor, CSNA, PIA at Merrill Lynch
Industry Financial Services
Experience
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

Richard Yada Richard Yada Little Rock, Arkansas Area Details
Richard Yada's Merrill Lynch Experience November 1983 - May 2002
Job Managing director at National College Planning, LLC
Industry Financial Services
Experience
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

Mary S. Brooks, CFP® Mary S. Brooks, CFP® San Francisco Bay Area Details
Mary S. Brooks, CFP®'s Merrill Lynch Experience 1983 - 1989
Job Managing Director, Wealth Management Specialist
Industry Financial Services
Experience
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

Nan Ginger Nan Ginger Fayetteville, Arkansas Area Details
Nan Ginger's Merrill Lynch Experience VP Financial AdvisorMerrill LynchMarch 1982 - Present
Job VP Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Franz Bollmann Franz Bollmann Tampa/St. Petersburg, Florida Area Details
Franz Bollmann's Merrill Lynch Experience September 2010 - December 2010
Job Trader at Raymond James Financial Inc.
Industry Financial Services
Experience
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

M. Tess Abalos M. Tess Abalos Stamford, Connecticut Details
M. Tess Abalos's Merrill Lynch Experience September 1997 - September 1999
Job Licensed Massage Therapist & Health Coach at CT Massage & Bodywork, LLC
Industry Health, Wellness and Fitness
Experience
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

Laura Alvarez McKenzie Laura Alvarez McKenzie Santa Barbara, California Details
Laura Alvarez McKenzie's Merrill Lynch Experience April 2000 - June 2000
Job Controller at MNS Engineers
Industry Accounting
Experience
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

marco massarotti marco massarotti Millwood, New York Details
marco massarotti's Merrill Lynch Experience 1995 - 2000
Job Student at University of Bridgeport
Industry Financial Services
Experience
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

Charles Mackey Charles Mackey Greater Los Angeles Area Details
Charles Mackey's Merrill Lynch Experience August 2008 - May 2009
Job Acquisitions Manager at Wedgewood Inc.
Industry Real Estate
Experience
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

Gary Danna Gary Danna Houston, Texas Area Details
Gary Danna's Merrill Lynch Experience 1984 - 1996
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Craig Pretzinger Craig Pretzinger Tucson, Arizona Details
Craig Pretzinger's Merrill Lynch Experience April 2003 - December 2008
Job Insurance Professional
Industry Insurance
Experience
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

David Edstrom David Edstrom Greater Chicago Area Details
David Edstrom's Merrill Lynch Experience 1991 - 1998
Job Managing Director at Promus Capital, LLC
Industry Investment Management
Experience
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

Wes Hamilton Wes Hamilton Afton, Oklahoma Details
Wes Hamilton's Merrill Lynch Experience June 1996 - May 1999
Job Owner, Boat Floater of Oklahoma
Industry Recreational Facilities and Services
Experience
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

Clay Ramey Clay Ramey Little Rock, Arkansas Area Details
Clay Ramey's Merrill Lynch Experience May 2008 - August 2008
Job Commercial Lender at Bear State Bank
Industry Financial Services
Experience
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

Toby Lawson Toby Lawson Greater New York City Area Details
Toby Lawson's Merrill Lynch Experience 2006 - 2009
Job Head of New York Swaps Trading at BBVA
Industry Banking
Experience
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

J. Graham Jones J. Graham Jones Dallas/Fort Worth Area Details
J. Graham Jones's Merrill Lynch Experience 1991 - 1994
Job Vice President, General Manager Global AT&T, Telecommunications Vertical
Industry Telecommunications
Experience
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

Edward Fagin Edward Fagin Phoenix, Arizona Area Details
Edward Fagin's Merrill Lynch Experience May 2010 - August 2010
Job Pricing / Traffic Analyst at GlobalTranz
Industry Financial Services
Experience
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

Gordana Schifanelli, Esq. Gordana Schifanelli, Esq. Annapolis, Maryland Details
Gordana Schifanelli, Esq.'s Merrill Lynch Experience December 1999 - February 2009
Job Adjunct Professor at United States Naval Academy
Industry Law Practice
Experience
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 Jonathan Collett Greater New York City Area Details
Jonathan Collett's Merrill Lynch Experience January 2011 - November 2012
Job Global Wealth Management
Industry Financial Services
Experience
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

Joel Buckholts Joel Buckholts Jacksonville, Florida Area Details
Joel Buckholts's Merrill Lynch Experience June 1992 - September 2008
Job Service Delivery Manager @ SunGard Financial Systems AvantGard
Industry Information Technology and Services
Experience
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

Jon Rothenberg Jon Rothenberg Greater Chicago Area Details
Jon Rothenberg's Merrill Lynch Experience March 1995 - December 1998
Job Director, Operations at Cetera Financial Specialists
Industry Financial Services
Experience
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

Keith Westmoreland Keith Westmoreland Fayetteville, Arkansas Area Details
Keith Westmoreland's Merrill Lynch Experience December 2003 - April 2009
Job Sr. Financial Consultant at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc.  April 2009 - Present
Merrill Lynch   December 2003 - April 2009

Education
University of Arkansas at Fayetteville   1997 — 2001
Business, Banking & Finance

Sarah Hamre Sarah Hamre Phoenix, Arizona Details
Sarah Hamre's Merrill Lynch Experience January 2012 - April 2012
Job Financial Analyst
Industry Aviation & Aerospace
Experience
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

Gregg Schantz Gregg Schantz Bellmore, New York Details
Gregg Schantz's Merrill Lynch Experience January 2012 - May 2012
Job Director of Sales and Operations at Setomatic Systems Inc SpyderWash
Industry Financial Services
Experience
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

Zachary Lewis Zachary Lewis Seattle, Washington Details
Zachary Lewis's Merrill Lynch Experience January 2011 - May 2011
Job
Industry Retail
Experience
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

Sue Plattner-Smith Sue Plattner-Smith United States Details
Sue Plattner-Smith's Merrill Lynch Experience March 1980 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   March 1980 - Present

Education
University of Arkansas

Walt Howard Walt Howard Little Rock, Arkansas Details
Walt Howard's Merrill Lynch Experience January 1994 - September 1996
Job CFO of The Hall Group
Industry Machinery
Experience
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

Casey Honeycutt Casey Honeycutt Little Rock, Arkansas Area Details
Casey Honeycutt's Merrill Lynch Experience November 2000 - April 2003
Job Experienced Practice Management Consultant | Chief Growth Officer at MedEvolve | Business Development | "Lets Connect!"
Industry Information Technology and Services
Experience
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

Nathan Hopper Nathan Hopper Fayetteville, Arkansas Details
Nathan Hopper's Merrill Lynch Experience April 2010 - August 2010
Job Assurance Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
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

Brent Sawrie Brent Sawrie Columbus, Ohio Details
Brent Sawrie's Merrill Lynch Experience March 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Toby Burkett CFP®, CIMA®, C(k)P® Toby Burkett CFP®, CIMA®, C(k)P® Little Rock, Arkansas Area Details
Toby Burkett CFP®, CIMA®, C(k)P®'s Merrill Lynch Experience September 2007 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Mark O'Mell Mark O'Mell Marianna, Arkansas Details
Mark O'Mell's Merrill Lynch Experience January 2005 - December 2005
Job Executive Director, East Arkansas Crossroads Coalitions
Industry Nonprofit Organization Management
Experience
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

Ross Weintraub Ross Weintraub Atlanta, Georgia Details
Ross Weintraub's Merrill Lynch Experience July 2010 - July 2013
Job Business Development Manager at Innovative Student Loan Solutions
Industry Financial Services
Experience
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

Brittany Kalsky Brittany Kalsky Mount Laurel, New Jersey Details
Brittany Kalsky's Merrill Lynch Experience March 2015 - Present
Job Client Associate Merrill Lynch
Industry Financial Services
Experience
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

Frederick Davis Frederick Davis Baltimore, Maryland Area Details
Frederick Davis's Merrill Lynch Experience November 2014 - Present
Job Administrator
Industry Financial Services
Experience
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

Afshar John Sanati Afshar John Sanati Dallas, Texas Details
Afshar John Sanati's Merrill Lynch Experience May 2011 - August 2011
Job Business Analyst at Kaplan Performance Solutions
Industry Professional Training & Coaching
Experience
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

Blake Evans Blake Evans Rogers, Arkansas Details
Blake Evans's Merrill Lynch Experience May 2001 - August 2004
Job President at Crystal Lake Farms LLC
Industry Food Production
Experience
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

James Meglio James Meglio Chicago, Illinois Details
James Meglio's Merrill Lynch Experience August 2011 - December 2011
Job Financial Advisory and Internal Audit Consultant at Protiviti
Industry Accounting
Experience
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

Scott DeNeen, CFP®, CRPC®, JD Scott DeNeen, CFP®, CRPC®, JD Tulsa, Oklahoma Area Details
Scott DeNeen, CFP®, CRPC®, JD's Merrill Lynch Experience December 2006 - December 2008
Job Senior Financial Consultant | Vice President at BOSC, Inc. | BOKF
Industry Investment Management
Experience
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

Jennifer Yong Jennifer Yong Greater Chicago Area Details
Jennifer Yong's Merrill Lynch Experience June 2010 - August 2010
Job Financial Services Assurance at Ernst & Young
Industry Accounting
Experience
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

Rhonda L. Porter Rhonda L. Porter Fayetteville, Arkansas Area Details
Rhonda L. Porter's Merrill Lynch Experience August 2008 - July 2011
Job Wellness Coach Fayetteville Nutrition
Industry Health, Wellness and Fitness
Experience
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

Gordana Schifanelli Gordana Schifanelli Baltimore, Maryland Area Details
Gordana Schifanelli's Merrill Lynch Experience October 1999 - Present
Job Vice President at Royal Bank of Canada
Industry Banking
Experience
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

Justin Conrow Justin Conrow San Francisco Bay Area Details
Justin Conrow's Merrill Lynch Experience May 2012 - June 2012
Job Finance & Biochemistry University of Arizona
Industry Biotechnology
Experience
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

Abby Riazzi Abby Riazzi Cincinnati, Ohio Details
Abby Riazzi's Merrill Lynch Experience May 2013 - January 2015
Job Account Coordinator at Pep Cincinnati
Industry Marketing and Advertising
Experience
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

Charles Davis Charles Davis Greater New York City Area Details
Charles Davis's Merrill Lynch Experience 1999 - 2000
Job Principal at Quilvest
Industry Venture Capital & Private Equity
Experience
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

Alex Newman Alex Newman Greater New York City Area Details
Alex Newman's Merrill Lynch Experience August 2000 - February 2002
Job Wealth Management Advisor at TIAACREF
Industry Market Research
Experience
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

Jentry Jones Jentry Jones Rogers, Arkansas Details
Jentry Jones's Merrill Lynch Experience January 2000 - July 2003
Job Senior Finance Manager at Walmart
Industry Retail
Experience
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

David Pulliam David Pulliam Las Vegas, Nevada Area Details
David Pulliam's Merrill Lynch Experience August 2006 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Marta Joltac Marta Joltac Miami, Florida Details
Marta Joltac's Merrill Lynch Experience 1994 - Present
Job Worldwide Corporate Events Services
Industry Events Services
Experience
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

Daniel Wan Daniel Wan Greater New York City Area Details
Daniel Wan's Merrill Lynch Experience 1998 - 1999
Job Network Associate at Bridgewater Associates
Industry Computer Networking
Experience
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

Charlie Ganjamie Charlie Ganjamie Greater New York City Area Details
Charlie Ganjamie's Merrill Lynch Experience
Job on medical leave at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Investments, Series 7, Wealth Management, Mutual Funds, Equities, Asset Allocation, Securities, Series 63

Education
University of Bridgeport   1973 — 1975

Jonathan Coker Jonathan Coker Fayetteville, Arkansas Area Details
Jonathan Coker's Merrill Lynch Experience April 2006 - January 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
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

James Soukup James Soukup Kansas City, Missouri Area Details
James Soukup's Merrill Lynch Experience July 2010 - July 2014
Job Financial Advisor at BMO Harris
Industry Financial Services
Experience
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

Alejandro Malbran Alejandro Malbran Miami, Florida Details
Alejandro Malbran's Merrill Lynch Experience December 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Beth Cooper Beth Cooper Denver, Colorado Details
Beth Cooper's Merrill Lynch Experience July 2008 - November 2013
Job TPA Services Regional Marketing Director (Central) at John Hancock Financial Services
Industry Financial Services
Experience
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

Gregory Newton Gregory Newton Tucson, Arizona Area Details
Gregory Newton's Merrill Lynch Experience January 1996 - June 2001
Job Sales Manager at KOLD/CBS
Industry Broadcast Media
Experience
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

H. Scott Scherr H. Scott Scherr Lutherville Timonium, Maryland Details
H. Scott Scherr's Merrill Lynch Experience May 1998 - March 2007
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
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

Catherine De Natale, CFP®, CIMA® Catherine De Natale, CFP®, CIMA® San Francisco, California Details
Catherine De Natale, CFP®, CIMA®'s Merrill Lynch Experience 2003 - 2004
Job Senior Vice President at First Trust
Industry Financial Services
Experience
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

Tanya Dyke Tanya Dyke New York, New York Details
Tanya Dyke's Merrill Lynch Experience October 2006 - November 2007
Job SVP Regional Head of Sales, Northeast US, Global Payments and Cash Management
Industry Banking
Experience
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

Mason Dickson Mason Dickson Fayetteville, Arkansas Area Details
Mason Dickson's Merrill Lynch Experience 2004 - 2005
Job Sr. Manager, U.S. Financial Benefits
Industry Investment Management
Experience
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

Stephanie Kormanis Stephanie Kormanis Baltimore, Maryland Area Details
Stephanie Kormanis's Merrill Lynch Experience February 1999 - Present
Job Senior Registered Associate at Merrill Lynch
Industry Financial Services
Experience
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

McCaslin, Joshua McCaslin, Joshua Fayetteville, Arkansas Area Details
McCaslin, Joshua's Merrill Lynch Experience September 2005 - Present
Job Financail Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   September 2005 - Present

Education
University of Arkansas   2001 — 2006

Bret Jones Bret Jones Fayetteville, Arkansas Area Details
Bret Jones's Merrill Lynch Experience May 2005 - January 2009
Job Business Development Manager at Southern Wine & Spirits
Industry Retail
Experience
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

Mike Cloutier Mike Cloutier Greater Memphis Area Details
Mike Cloutier's Merrill Lynch Experience 1989 - 1991
Job V. P. Partnering at Plant Healthcare
Industry Biotechnology
Experience
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

Charles Kreps Charles Kreps Little Rock, Arkansas Area Details
Charles Kreps's Merrill Lynch Experience December 2005 - June 2009
Job Allstate
Industry Insurance
Experience
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

James Plehal James Plehal Washington D.C. Metro Area Details
James Plehal's Merrill Lynch Experience 1979 - 2004
Job Senior Advisor Intelligence at Department of Homeland Security
Industry Government Administration
Experience
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

Christina Boyer Christina Boyer Washington, District Of Columbia Details
Christina Boyer's Merrill Lynch Experience April 2015 - Present
Job Merrill Lynch Market Executive Assistant
Industry Financial Services
Experience
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

Jason Feilke Jason Feilke Little Rock, Arkansas Details
Jason Feilke's Merrill Lynch Experience 2006 - 2010
Job Director of Retirement Plan Services at Meridian Investment Advisors
Industry Financial Services
Experience
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

Jean-Claude Linoir Jean-Claude Linoir Greater New York City Area Details
Jean-Claude Linoir's Merrill Lynch Experience 1996 - 2000
Job AVP Global Securities Lending @ JPMorgan
Industry Financial Services
Experience
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

Joseph Casale Joseph Casale Greater New York City Area Details
Joseph Casale's Merrill Lynch Experience February 1989 - March 1997
Job Controller at Amy's Bread
Industry Nonprofit Organization Management
Experience
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

Ben Bigger Ben Bigger Monroe, Louisiana Area Details
Ben Bigger's Merrill Lynch Experience October 1999 - March 2003
Job Vice PresidentLoan Review at BAFS, LLC
Industry Banking
Experience
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

Yaman Almahamid Yaman Almahamid Greater New York City Area Details
Yaman Almahamid's Merrill Lynch Experience February 2007 - June 2007
Job Senior .NET Developer at Cotiviti
Industry Information Technology and Services
Experience
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

Michael R. Toscano Michael R. Toscano Greater New York City Area Details
Michael R. Toscano's Merrill Lynch Experience March 2001 - June 2003
Job HECM Advisor at The Federal Savings Bank
Industry Banking
Experience
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

Ryan Combellick Ryan Combellick Bend, Oregon Details
Ryan Combellick's Merrill Lynch Experience August 2008 - December 2008
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
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

Ellen Nastase Ellen Nastase Orange County, California Area Details
Ellen Nastase's Merrill Lynch Experience September 2005 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

Jason Ives Jason Ives Little Rock, Arkansas Area Details
Jason Ives's Merrill Lynch Experience May 2008 - September 2010
Job Contractor
Industry Construction
Experience
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

Peter Mullins Peter Mullins Chicago, Illinois Details
Peter Mullins's Merrill Lynch Experience June 2009 - May 2013
Job Financial Advisor at Vestor Capital Corporation
Industry Financial Services
Experience
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

Jason Connor, MBA Jason Connor, MBA Baltimore, Maryland Area Details
Jason Connor, MBA's Merrill Lynch Experience May 2007 - August 2007
Job Associate at UBS
Industry Financial Services
Experience
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

Bianca Vukovic Bianca Vukovic Naples, Florida Area Details
Bianca Vukovic's Merrill Lynch Experience January 2000 - September 2001
Job Realtor at Sun Realty USA Inc.
Industry Financial Services
Experience
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)

Douglas Ruska Douglas Ruska Austin, Texas Area Details
Douglas Ruska's Merrill Lynch Experience August 2007 - March 2009
Job TSM Administrator at The Home Depot
Industry Retail
Experience
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

Colin Krieg Colin Krieg Scottsdale, Arizona Details
Colin Krieg's Merrill Lynch Experience March 2010 - August 2012
Job Senior Analyst at Dudley Ventures
Industry Investment Banking
Experience
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

Christopher Bills, J.D. Christopher Bills, J.D. Little Rock, Arkansas Area Details
Christopher Bills, J.D.'s Merrill Lynch Experience April 2003 - May 2005
Job Law Clerk at Southwest Power Pool Regional Entity
Industry Sporting Goods
Experience
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

Arlene Janssen Arlene Janssen Litchfield, Connecticut Details
Arlene Janssen's Merrill Lynch Experience 1982 - 1987
Job Self Employed
Industry Research
Experience
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

Andrew Motter Andrew Motter Fayetteville, Arkansas Area Details
Andrew Motter's Merrill Lynch Experience July 2010 - November 2011
Job Founder @lawnly
Industry Consumer Services
Experience
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

Jonathan Caballero Jonathan Caballero Baltimore, Maryland Area Details
Jonathan Caballero's Merrill Lynch Experience May 2007 - August 2007
Job Associate at Donovan & Rainie, LLC
Industry Law Practice
Experience
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

Erin Eason Erin Eason Little Rock, Arkansas Area Details
Erin Eason's Merrill Lynch Experience August 2005 - January 2009
Job Financial services
Industry Financial Services
Experience
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

Ian Durnan Ian Durnan Phoenix, Arizona Area Details
Ian Durnan's Merrill Lynch Experience August 2014 - Present
Job New Accounts Concierge at Merrill Lynch
Industry Financial Services
Experience
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

Herschell Parent Herschell Parent Phoenix, Arizona Area Details
Herschell Parent's Merrill Lynch Experience 1978 - 2001
Job Owner: HP II Investments, Canyon Creek Collections LLC, Montana Flats and Cactus Fairways LLC
Industry Retail
Experience
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

Brian Kakascik Brian Kakascik Greater New York City Area Details
Brian Kakascik's Merrill Lynch Experience October 1996 - November 1998
Job Trainer at Equinox
Industry Health, Wellness and Fitness
Experience
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

Allyn Donaubauer Allyn Donaubauer Fort Smith, Arkansas Area Details
Allyn Donaubauer's Merrill Lynch Experience April 1980 - September 2014
Job Senior VP Managing Director (Raymond James)
Industry Financial Services
Experience
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

Mark Haber Mark Haber Greater New York City Area Details
Mark Haber's Merrill Lynch Experience January 2003 - March 2008
Job Managing Director
Industry Capital Markets
Experience
Deutsche Bank  May 2008 - Present
Merrill Lynch   January 2003 - March 2008

Education
University of Auckland   1985 — 1988
BCOM, Business Management

Thomas Burnett Thomas Burnett Little Rock, Arkansas Area Details
Thomas Burnett's Merrill Lynch Experience September 1995 - December 1997
Job Transportation and Logistics
Industry Transportation/Trucking/Railroad
Experience
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.)

Srinivas Gopalan Srinivas Gopalan Greater New York City Area Details
Srinivas Gopalan's Merrill Lynch Experience June 2011 - Present
Job QA Lead
Industry Financial Services
Experience
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

Lucila Ongaro Lucila Ongaro San Francisco Bay Area Details
Lucila Ongaro's Merrill Lynch Experience June 2009 - January 2014
Job Business Development Manager at Temperies
Industry Financial Services
Experience
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

Nestor Sawicki Nestor Sawicki Greater New York City Area Details
Nestor Sawicki's Merrill Lynch Experience April 2001 - February 2010
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Naiserg Vakharia Naiserg Vakharia Rensselaer, New York Details
Naiserg Vakharia's Merrill Lynch Experience November 2009 - August 2010
Job Senior Software Test Analyst, Test Lead
Industry Computer Software
Experience
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

Luis Bordes Luis Bordes Spring, Texas Details
Luis Bordes's Merrill Lynch Experience October 2009 - Present
Job Financial Services Consultant at Merrill Lynch
Industry Financial Services
Experience
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

Adam Plattner Adam Plattner Fort Smith, Arkansas Details
Adam Plattner's Merrill Lynch Experience 2006 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Barry Newcomb Barry Newcomb Little Rock, Arkansas Details
Barry Newcomb's Merrill Lynch Experience 1977 - 1982
Job Branch Manager at UBS Financial Services
Industry Financial Services
Experience
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

Ankitkumar Patel Ankitkumar Patel Providence, Rhode Island Area Details
Ankitkumar Patel's Merrill Lynch Experience May 2010 - August 2011
Job Senior SQL Server Developer at Provant
Industry Health, Wellness and Fitness
Experience
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.)

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