Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Jessica Castillo Jessica Castillo's Merrill Lynch Experience May 2009 - August 2009
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture May 2015 - Present
Accenture December 2014 - April 2015
Accenture April 2014 - November 2014
Accenture August 2012 - March 2014
IMG September 2011 - December 2011
Gap Inc. June 2011 - August 2011
Hewitt Associates June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Management Consulting, Market Research, Start-ups, Competitive Analysis, Strategy, Development & delivery..., Business Communications, Retail Sales Analysis, Stakeholder Management, Analysis, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
James Logan High School 2004 — 2008
High School Diploma
Accenture May 2015 - Present
Accenture December 2014 - April 2015
Accenture April 2014 - November 2014
Accenture August 2012 - March 2014
IMG September 2011 - December 2011
Gap Inc. June 2011 - August 2011
Hewitt Associates June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Management Consulting, Market Research, Start-ups, Competitive Analysis, Strategy, Development & delivery..., Business Communications, Retail Sales Analysis, Stakeholder Management, Analysis, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
James Logan High School 2004 — 2008
High School Diploma
Ryan O'Donnell Ryan O'Donnell's Merrill Lynch Experience 2004 - 2007
Job Founding Partner & Author | The O'Donnell Group
Industry Investment Management
Experience
The O'Donnell Group September 2009 - Present
Tri Counties Bank June 2007 - September 2009
Merrill Lynch 2004 - 2007
US Small Business Administration 2003 - 2003
Education
University of California, Davis 2001 — 2004
Bachelor's, Managerial Economics
The O'Donnell Group September 2009 - Present
Tri Counties Bank June 2007 - September 2009
Merrill Lynch 2004 - 2007
US Small Business Administration 2003 - 2003
Education
University of California, Davis 2001 — 2004
Bachelor's, Managerial Economics
Gary Bladen Gary Bladen's Merrill Lynch Experience October 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
The Vivelan Group March 2011 - October 2012
Office of Mayor Kevin Johnson July 2011 - February 2012
Marrone Bio Innovations June 2008 - September 2008
Skills
Sustainability, Research, Leadership, Social Media Marketing, Sustainable Agriculture, Strategic Partnerships, Microsoft Office, Website Building, Marketing Research, Corporate Strategy..., Digital Media, Sustainable Design, Sustainable Energy, PC, Mac, Sales Engineering, Consultative Sales..., Financial Analysis, Public Speaking, Community Outreach
Education
University of California, Davis 2009 — 2012
Bachelor of Science (B.S.), Environmental Policy Analysis and Planning
UC Davis Education Abroad 2009 — 2009
Sustainable Cities of Northern Europe, Land Use, Growth Control and Landscape Architecture
University of California, Santa Cruz 2005 — 2007
Environmental Studies
Merrill Lynch October 2012 - Present
The Vivelan Group March 2011 - October 2012
Office of Mayor Kevin Johnson July 2011 - February 2012
Marrone Bio Innovations June 2008 - September 2008
Skills
Sustainability, Research, Leadership, Social Media Marketing, Sustainable Agriculture, Strategic Partnerships, Microsoft Office, Website Building, Marketing Research, Corporate Strategy..., Digital Media, Sustainable Design, Sustainable Energy, PC, Mac, Sales Engineering, Consultative Sales..., Financial Analysis, Public Speaking, Community Outreach
Education
University of California, Davis 2009 — 2012
Bachelor of Science (B.S.), Environmental Policy Analysis and Planning
UC Davis Education Abroad 2009 — 2009
Sustainable Cities of Northern Europe, Land Use, Growth Control and Landscape Architecture
University of California, Santa Cruz 2005 — 2007
Environmental Studies
Nathan Steen Nathan Steen's Merrill Lynch Experience October 2005 - July 2012
Job The North Group | First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2012 - Present
Rotary International 2014 - 2014
Merrill Lynch October 2005 - July 2012
Skills
Investments, Investment Strategies, Retirement Planning, Finance, Asset Allocation, Financial Markets, Alternative Investments, Risk Management, Fixed Income Strategies, Securities, Financial Advisory
Education
University of California, Davis
Wells Fargo Advisors, LLC July 2012 - Present
Rotary International 2014 - 2014
Merrill Lynch October 2005 - July 2012
Skills
Investments, Investment Strategies, Retirement Planning, Finance, Asset Allocation, Financial Markets, Alternative Investments, Risk Management, Fixed Income Strategies, Securities, Financial Advisory
Education
University of California, Davis
David Tam David Tam's Merrill Lynch Experience August 2006 - December 2006
Job Marketer Demand Gen & Customer Acquisition
Industry Marketing and Advertising
Experience
salesforce.com August 2014 - Present
Salesforce April 2013 - August 2014
OMD October 2011 - May 2013
Black Bag Advertising (Acquired by Essence Digital) May 2011 - October 2011
Universal McCann September 2010 - May 2011
Waste Management August 2009 - September 2010
ACA Cars January 2004 - September 2007
Merrill Lynch August 2006 - December 2006
Skills
Digital Marketing, Online Advertising, Digital Media, Media Buying, Analytics, SEM, Salesforce.com, Lead Generation, Conversion Optimization, Media Strategy, Google Adwords, PPC, Account Management, Competitive Analysis, Market Analysis, Data Analysis, Ad Serving, Online Lead Generation, Negotiation, Landing Page..., RTB, DSP, Email Marketing, Demand Generation, Social Media, Campaign Implementation, Client Retention, Direct Sales, Internet Strategy, Multivariate Testing, A/B testing, Media Pitching, Identifying New..., Pre-sales Consultancy, Solution Selling, Cross Selling, Consultative Selling, Ad Exchanges, Quantcast, Nielsen, Media Negotiation, Media Research, Emerging Media, Emerging Technologies, Audience Segmentation, Implementing Sales, Tactical Marketing, Marketing ROI, Value Proposition..., Campaign Execution
Education
UC Berkeley Extension
Marketing
University of California, Davis
Bachelor of Science Degree, Managerial Economics
salesforce.com August 2014 - Present
Salesforce April 2013 - August 2014
OMD October 2011 - May 2013
Black Bag Advertising (Acquired by Essence Digital) May 2011 - October 2011
Universal McCann September 2010 - May 2011
Waste Management August 2009 - September 2010
ACA Cars January 2004 - September 2007
Merrill Lynch August 2006 - December 2006
Skills
Digital Marketing, Online Advertising, Digital Media, Media Buying, Analytics, SEM, Salesforce.com, Lead Generation, Conversion Optimization, Media Strategy, Google Adwords, PPC, Account Management, Competitive Analysis, Market Analysis, Data Analysis, Ad Serving, Online Lead Generation, Negotiation, Landing Page..., RTB, DSP, Email Marketing, Demand Generation, Social Media, Campaign Implementation, Client Retention, Direct Sales, Internet Strategy, Multivariate Testing, A/B testing, Media Pitching, Identifying New..., Pre-sales Consultancy, Solution Selling, Cross Selling, Consultative Selling, Ad Exchanges, Quantcast, Nielsen, Media Negotiation, Media Research, Emerging Media, Emerging Technologies, Audience Segmentation, Implementing Sales, Tactical Marketing, Marketing ROI, Value Proposition..., Campaign Execution
Education
UC Berkeley Extension
Marketing
University of California, Davis
Bachelor of Science Degree, Managerial Economics
Jennifer Lien Jennifer Lien's Merrill Lynch Experience September 2010 - December 2010
Job Tax at Rowbotham & Company LLP
Industry Law Practice
Experience
Rowbotham & Company LLP January 2015 - Present
Merkle Tree (formerly BitLegal) November 2014 - Present
O'Rielly & Roche May 2012 - January 2015
Bare Escentuals June 2012 - July 2012
The Law Offices of William J. Ward & Associates February 2010 - August 2011
Merrill Lynch September 2010 - December 2010
UC San Diego April 2009 - June 2010
Skills
Legal Writing, First Aid, Lexis, Legal Research, Intellectual Property, Westlaw, Public Policy, VITA/TCE Certified..., Microsoft Excel, Statistical Data..., Tax Law, R, SPSS, Litigation, LexisNexis, Courts, Research, Public Speaking, Microsoft Office, PowerPoint, Social Media
Education
University of California, Hastings College of the Law 2011 — 2014
Juris Doctor, Tax Law/Taxation
University of California, San Diego 2007 — 2011
Political Science - International Relations, Economics
Université de Geneve
Politics of Global Inequality
Rowbotham & Company LLP January 2015 - Present
Merkle Tree (formerly BitLegal) November 2014 - Present
O'Rielly & Roche May 2012 - January 2015
Bare Escentuals June 2012 - July 2012
The Law Offices of William J. Ward & Associates February 2010 - August 2011
Merrill Lynch September 2010 - December 2010
UC San Diego April 2009 - June 2010
Skills
Legal Writing, First Aid, Lexis, Legal Research, Intellectual Property, Westlaw, Public Policy, VITA/TCE Certified..., Microsoft Excel, Statistical Data..., Tax Law, R, SPSS, Litigation, LexisNexis, Courts, Research, Public Speaking, Microsoft Office, PowerPoint, Social Media
Education
University of California, Hastings College of the Law 2011 — 2014
Juris Doctor, Tax Law/Taxation
University of California, San Diego 2007 — 2011
Political Science - International Relations, Economics
Université de Geneve
Politics of Global Inequality
Jenann Pham Jenann Pham's Merrill Lynch Experience July 2012 - December 2012
Job Financial Analyst at AKQA
Industry Financial Services
Experience
AKQA March 2015 - Present
Deloitte October 2013 - March 2015
Merrill Lynch July 2012 - December 2012
Morris Terry July 2011 - January 2012
Skills
Financial Analysis, Accounting, Microsoft Office, Mac OS X, Finance, Customer Service, Time Management, Public Relations, Photoshop, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Social Networking
Education
University of California, Davis 2009 — 2013
B.S., Managerial Economics
Milpitas High School 2005 — 2009
AKQA March 2015 - Present
Deloitte October 2013 - March 2015
Merrill Lynch July 2012 - December 2012
Morris Terry July 2011 - January 2012
Skills
Financial Analysis, Accounting, Microsoft Office, Mac OS X, Finance, Customer Service, Time Management, Public Relations, Photoshop, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Social Networking
Education
University of California, Davis 2009 — 2013
B.S., Managerial Economics
Milpitas High School 2005 — 2009
Jonathan Woo Jonathan Woo's Merrill Lynch Experience June 2014 - October 2014
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
Merrill Lynch June 2014 - October 2014
Merrill Lynch April 2013 - June 2014
Pi Kappa Alpha - Lambda Lambda Chapter December 2012 - December 2013
Northwestern Mutual May 2012 - January 2013
All Star Health December 2011 - January 2013
USANA Health Sciences April 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Multi-Cultural Team..., Leadership, Teamwork, Management, Sales, Marketing
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Palos Verdes High School 2006 — 2010
RBC Wealth Management October 2014 - Present
Merrill Lynch June 2014 - October 2014
Merrill Lynch April 2013 - June 2014
Pi Kappa Alpha - Lambda Lambda Chapter December 2012 - December 2013
Northwestern Mutual May 2012 - January 2013
All Star Health December 2011 - January 2013
USANA Health Sciences April 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Multi-Cultural Team..., Leadership, Teamwork, Management, Sales, Marketing
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Palos Verdes High School 2006 — 2010
David Shackelford, CFP®, CRPC® David Shackelford, CFP®, CRPC®'s Merrill Lynch Experience March 1998 - December 2008
Job Branch Manager | Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial April 2015 - Present
Ameriprise Financial January 2009 - Present
Merrill Lynch March 1998 - December 2008
Education
University of California, Davis 1994 — 1997
BA Economics, Economics
SFSU 2007 — 2007
Executive Certificate in Financial Plannig
Ameriprise Financial April 2015 - Present
Ameriprise Financial January 2009 - Present
Merrill Lynch March 1998 - December 2008
Education
University of California, Davis 1994 — 1997
BA Economics, Economics
SFSU 2007 — 2007
Executive Certificate in Financial Plannig
Shawn Plunkett Shawn Plunkett's Merrill Lynch Experience October 2010 - May 2012
Job Financial Advisor/ Investment Advisor Representative / Princor Registered Representative at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors 2013 - Present
Merrill Lynch October 2010 - May 2012
Skills
401K, Executive Benefit..., Key Person Insurance, 403B, SEP IRA, Simple IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Fund Strategies, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation
Education
University of California, Davis
Principal Global Investors 2013 - Present
Merrill Lynch October 2010 - May 2012
Skills
401K, Executive Benefit..., Key Person Insurance, 403B, SEP IRA, Simple IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Fund Strategies, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation
Education
University of California, Davis
Joseph Kim's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
J.P. Morgan June 2014 - August 2014
Aon Hewitt June 2013 - August 2013
FMV Opinions, Inc. January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Cerritos Eye Medical Center June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Capital IQ, Benefits Administration, Korean, Spanish, Corporate Finance, Finance, Valuation, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
B.S., Business Administration
Northwood High School 2007 — 2011
Deutsche Bank July 2015 - Present
J.P. Morgan June 2014 - August 2014
Aon Hewitt June 2013 - August 2013
FMV Opinions, Inc. January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Cerritos Eye Medical Center June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Capital IQ, Benefits Administration, Korean, Spanish, Corporate Finance, Finance, Valuation, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
B.S., Business Administration
Northwood High School 2007 — 2011
Joan Rabutaso Joan Rabutaso's Merrill Lynch Experience August 2007 - July 2009
Job Associate at Shook, Hardy & Bacon L.L.P.
Industry Law Practice
Experience
Shook, Hardy & Bacon L.L.P. February 2015 - Present
Robbins Arroyo LLP January 2013 - January 2015
Robbins Arroyo LLP May 2011 - July 2011
City and County of San Francisco, Office of the City Attorney January 2011 - April 2011
United States District Court for the Northern District of California June 2010 - August 2010
Merrill Lynch August 2007 - July 2009
U.S. Department of Justice 2006 - 2006
Skills
Legal Writing, Legal Research, Westlaw, Litigation
Education
University of California, Hastings College of the Law 2009 — 2012
J.D., Law
International University College of Turin, Italy 2011 — 2011
Exchange Student, International Law and Economics
University of California, Los Angeles 2002 — 2006
B.A., Economics
Shook, Hardy & Bacon L.L.P. February 2015 - Present
Robbins Arroyo LLP January 2013 - January 2015
Robbins Arroyo LLP May 2011 - July 2011
City and County of San Francisco, Office of the City Attorney January 2011 - April 2011
United States District Court for the Northern District of California June 2010 - August 2010
Merrill Lynch August 2007 - July 2009
U.S. Department of Justice 2006 - 2006
Skills
Legal Writing, Legal Research, Westlaw, Litigation
Education
University of California, Hastings College of the Law 2009 — 2012
J.D., Law
International University College of Turin, Italy 2011 — 2011
Exchange Student, International Law and Economics
University of California, Los Angeles 2002 — 2006
B.A., Economics
Patrick G. Gainer, CIMA®, CRPS®, AIF® Patrick G. Gainer, CIMA®, CRPS®, AIF®'s Merrill Lynch Experience October 1993 - October 2003
Job Financial Advocates Investment Management NorCal Retirement Plans Specialist / Private Wealth Manager
Industry Financial Services
Experience
Business Owner: Financial Advocates Investment Management - NorCal April 2011 - Present
Wells Fargo Advisors 2004 - March 2011
Merrill Lynch October 1993 - October 2003
Skills
Retirement Planning, Retirement, Series 7, 401k, Wealth Management, FINRA, Series 63, Investment Management, Investments, Pensions, Retirement Plan..., Financial Advisory, Strategic Financial..., Series 65, Asset Allocation, Mutual Funds, Estate Planning, Securities, Insurance, Wealth Management..., Investment Advisory, Wealth, Portfolio Management, Series 24, IRAs, Finance, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1993 — 1994
CIMA®, IMCA Certified Investment Management Analyst Program
University of California, Davis
Bachelor of Arts (B.A.), Economics; Monetary Policy Emphasis
Business Owner: Financial Advocates Investment Management - NorCal April 2011 - Present
Wells Fargo Advisors 2004 - March 2011
Merrill Lynch October 1993 - October 2003
Skills
Retirement Planning, Retirement, Series 7, 401k, Wealth Management, FINRA, Series 63, Investment Management, Investments, Pensions, Retirement Plan..., Financial Advisory, Strategic Financial..., Series 65, Asset Allocation, Mutual Funds, Estate Planning, Securities, Insurance, Wealth Management..., Investment Advisory, Wealth, Portfolio Management, Series 24, IRAs, Finance, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1993 — 1994
CIMA®, IMCA Certified Investment Management Analyst Program
University of California, Davis
Bachelor of Arts (B.A.), Economics; Monetary Policy Emphasis
Peg King Peg King's Merrill Lynch Experience 1985 - 1987
Job Realtor at Coldwell Banker Residential Brokerage DRE#00690260
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage 1997 - Present
Prudential California Realty - North Bay & Central Valley 1987 - 1997
Merrill Lynch 1985 - 1987
Westgate Real Estate 1980 - 1985
Skills
Single Family Homes, Short Sales, Townhomes, Corporate Relocation, Foreclosures, First Time Home Buyers, Buyers, Luxury, Relocation, Condos, Investment Properties, Sellers, Referrals, Buyer Representation, ABR, Listings, REO, Real Estate, Move Up Buyers, Seller Representation, New Homes, Waterfront, Senior Real Estate, New Home Sales, CDPE, Seniors, Buyer's Agent, Investors, Income Properties, Residential Homes, Selling, SFR, Property, Council of Residential..., Relocation Buyers, 1031 Exchanges, Vacation Homes, Real Property, Customer Service, Real Estate Transactions, Attraction Marketing, Sales
Education
University of California, Davis 1971 — 1975
Bachelor of Science, Environmental Planning
Coldwell Banker Residential Brokerage 1997 - Present
Prudential California Realty - North Bay & Central Valley 1987 - 1997
Merrill Lynch 1985 - 1987
Westgate Real Estate 1980 - 1985
Skills
Single Family Homes, Short Sales, Townhomes, Corporate Relocation, Foreclosures, First Time Home Buyers, Buyers, Luxury, Relocation, Condos, Investment Properties, Sellers, Referrals, Buyer Representation, ABR, Listings, REO, Real Estate, Move Up Buyers, Seller Representation, New Homes, Waterfront, Senior Real Estate, New Home Sales, CDPE, Seniors, Buyer's Agent, Investors, Income Properties, Residential Homes, Selling, SFR, Property, Council of Residential..., Relocation Buyers, 1031 Exchanges, Vacation Homes, Real Property, Customer Service, Real Estate Transactions, Attraction Marketing, Sales
Education
University of California, Davis 1971 — 1975
Bachelor of Science, Environmental Planning
Nate Schorer's Merrill Lynch Experience October 2011 - March 2012
Job Corporate Recruiter at Revel Systems
Industry Computer Software
Experience
Revel Systems iPad POS September 2013 - Present
Starbucks June 2013 - September 2013
Davis Beer Week June 2013 - July 2013
Sun Valley Resort January 2013 - March 2013
Our House February 2012 - August 2012
Merrill Lynch October 2011 - March 2012
Placer Summit Financial Group, LLC. June 2011 - September 2011
Skills
Recruiting, Teamwork, Facebook, Customer Service, Social Media, College Recruiting, Public Speaking, Customer Satisfaction, C-Level Communications, Communication Skills, Relationship Management, LinkedIn Recruiter, Program Management, PowerPoint, Microsoft Excel, Onboarding, Sourcing, Microsoft Word, Event Planning, 50+ WPM typing, English, Applicant Tracking..., Twitter, LinkedIn, Leadership
Education
UC Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics
CEA Global Education 2012 — 2012
Granite Bay High School 2005 — 2009
Revel Systems iPad POS September 2013 - Present
Starbucks June 2013 - September 2013
Davis Beer Week June 2013 - July 2013
Sun Valley Resort January 2013 - March 2013
Our House February 2012 - August 2012
Merrill Lynch October 2011 - March 2012
Placer Summit Financial Group, LLC. June 2011 - September 2011
Skills
Recruiting, Teamwork, Facebook, Customer Service, Social Media, College Recruiting, Public Speaking, Customer Satisfaction, C-Level Communications, Communication Skills, Relationship Management, LinkedIn Recruiter, Program Management, PowerPoint, Microsoft Excel, Onboarding, Sourcing, Microsoft Word, Event Planning, 50+ WPM typing, English, Applicant Tracking..., Twitter, LinkedIn, Leadership
Education
UC Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics
CEA Global Education 2012 — 2012
Granite Bay High School 2005 — 2009
Ye Jack Chen Ye Jack Chen's Merrill Lynch Experience June 2012 - August 2012
Job Junior Portfolio Manager at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC October 2014 - Present
Signature Estate & Investment Advisors, LLC July 2013 - September 2014
Signature Estate & Investment Advisors, LLC December 2012 - July 2013
Merrill Lynch June 2012 - August 2012
Franklin Templeton Investments June 2011 - September 2011
Monterey Bay International Trade Association June 2010 - August 2010
Walmart June 2007 - August 2007
Skills
Investments, Equities, Asset Allocation, Wealth Management, Microsoft Excel, Outlook, PowerPoint, Retirement Planning, Trading, Options, Analysis, Research, Financial Modeling, SharePoint, Bonds, Customer Service, Financial Analysis, Strategic Financial..., Microsoft Office, Data Analysis
Education
University of California, Los Angeles 2011 — 2013
B.S., Math/Economics
University of California, Davis 2009 — 2011
B.S. Dual Degree, Managerial Economics/Applied Statistics
Signature Estate & Investment Advisors, LLC October 2014 - Present
Signature Estate & Investment Advisors, LLC July 2013 - September 2014
Signature Estate & Investment Advisors, LLC December 2012 - July 2013
Merrill Lynch June 2012 - August 2012
Franklin Templeton Investments June 2011 - September 2011
Monterey Bay International Trade Association June 2010 - August 2010
Walmart June 2007 - August 2007
Skills
Investments, Equities, Asset Allocation, Wealth Management, Microsoft Excel, Outlook, PowerPoint, Retirement Planning, Trading, Options, Analysis, Research, Financial Modeling, SharePoint, Bonds, Customer Service, Financial Analysis, Strategic Financial..., Microsoft Office, Data Analysis
Education
University of California, Los Angeles 2011 — 2013
B.S., Math/Economics
University of California, Davis 2009 — 2011
B.S. Dual Degree, Managerial Economics/Applied Statistics
Kenneth Irvin Kenneth Irvin's Merrill Lynch Experience 1999 - 2008
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management April 2012 - Present
Chase September 2009 - April 2012
Merrill Lynch 1999 - 2008
Morgan Stanley 1998 - 1999
Schieffelin and Sommerset Co. 1995 - 1998
Skills
CRM, Investments, Strategy, Portfolio Management, FINRA, Series 63, Finance, Series 65
Education
JFK
JFK
JFK
University of California, Davis
BA, Economics
Citi Personal Wealth Management April 2012 - Present
Chase September 2009 - April 2012
Merrill Lynch 1999 - 2008
Morgan Stanley 1998 - 1999
Schieffelin and Sommerset Co. 1995 - 1998
Skills
CRM, Investments, Strategy, Portfolio Management, FINRA, Series 63, Finance, Series 65
Education
JFK
JFK
JFK
University of California, Davis
BA, Economics
Oxana Kachtanova Oxana Kachtanova's Merrill Lynch Experience June 2007 - September 2007
Job Manager, FP&A and Strategy at Quixey
Industry Internet
Experience
Quixey October 2014 - Present
Wize Commerce (formerly Nextag) June 2014 - October 2014
Wize Commerce (formerly Nextag) July 2012 - October 2014
Visa July 2011 - July 2012
Goldman Sachs July 2010 - June 2011
Pathway Capital Management December 2008 - November 2009
Johnson & Johnson February 2008 - August 2008
Harvey & Company LLC October 2007 - January 2008
Merrill Lynch June 2007 - September 2007
Forval International June 2007 - September 2007
Skills
Forecasting, Financial Modeling, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Due Diligence, Corporate Finance, Analytics, Microsoft Excel, Microsoft Office, Bloomberg, Valuation, Investment Banking, Financial Reporting, Market Research, Private Equity, Business Analysis, Finance, PowerPoint, Research, Business Planning, Competitive Analysis, Essbase, Retail, Consumer Products, Payments, Capital IQ, Hyperion, Cognos, Hyperion Enterprise, Hyperion Planning, Excel, Bloomberg Terminal, Business Valuation, Photoshop, Corporate FP&A, Smartview, Process Improvement, Facebook, Business Process..., New Business Development, Entrepreneurship, E-commerce, Search Advertising, Photography, Written & Oral..., Comparison Shopping..., Comparison Shopping, Online Advertising
Education
University of California, Irvine 2006 — 2009
B.A.
Investment Banking Institute 2008 — 2008
CFA Institute 2008 — 2008
CFA Level I Candidate (December 2008)
Quixey October 2014 - Present
Wize Commerce (formerly Nextag) June 2014 - October 2014
Wize Commerce (formerly Nextag) July 2012 - October 2014
Visa July 2011 - July 2012
Goldman Sachs July 2010 - June 2011
Pathway Capital Management December 2008 - November 2009
Johnson & Johnson February 2008 - August 2008
Harvey & Company LLC October 2007 - January 2008
Merrill Lynch June 2007 - September 2007
Forval International June 2007 - September 2007
Skills
Forecasting, Financial Modeling, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Due Diligence, Corporate Finance, Analytics, Microsoft Excel, Microsoft Office, Bloomberg, Valuation, Investment Banking, Financial Reporting, Market Research, Private Equity, Business Analysis, Finance, PowerPoint, Research, Business Planning, Competitive Analysis, Essbase, Retail, Consumer Products, Payments, Capital IQ, Hyperion, Cognos, Hyperion Enterprise, Hyperion Planning, Excel, Bloomberg Terminal, Business Valuation, Photoshop, Corporate FP&A, Smartview, Process Improvement, Facebook, Business Process..., New Business Development, Entrepreneurship, E-commerce, Search Advertising, Photography, Written & Oral..., Comparison Shopping..., Comparison Shopping, Online Advertising
Education
University of California, Irvine 2006 — 2009
B.A.
Investment Banking Institute 2008 — 2008
CFA Institute 2008 — 2008
CFA Level I Candidate (December 2008)
Benjamin Chiang Benjamin Chiang's Merrill Lynch Experience October 2010 - June 2012
Job Financial Advisor at American Airlines
Industry Financial Services
Experience
American Airlines Federal Credit Union June 2014 - Present
Fidelity Investments March 2012 - June 2014
Merrill Lynch October 2010 - June 2012
MetLife Investors July 2006 - October 2010
Skills
Retirement Planning, Wealth Management, Portfolio Analysis, Management, Series 7, Series 63, Portfolio Management, Strategy, Securities, Retirement, Alternative Investments, Mutual Funds, Investments, Life Insurance, Finance, Series 6, Sales, Wealth, CRM, Uniform Combined State..., Financial Services, Financial Advisory, Asset Allocation, Variable Annuities, Fixed Annuities, Relationship Management, 401k Rollovers, Series 65, Investment Management, Series 24, Equities, Estate Planning, 401k, Strategic Financial..., Analysis, FINRA, Investment Strategies, Financial Analysis, Bonds, Investment Advisory, Fixed Income, Asset Management, Capital Markets, Wealth Management..., Options, Insurance, Hedge Funds, Financial Planning, Bloomberg, Financial Modeling
Education
University of California, Irvine
B.A., Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
American Airlines Federal Credit Union June 2014 - Present
Fidelity Investments March 2012 - June 2014
Merrill Lynch October 2010 - June 2012
MetLife Investors July 2006 - October 2010
Skills
Retirement Planning, Wealth Management, Portfolio Analysis, Management, Series 7, Series 63, Portfolio Management, Strategy, Securities, Retirement, Alternative Investments, Mutual Funds, Investments, Life Insurance, Finance, Series 6, Sales, Wealth, CRM, Uniform Combined State..., Financial Services, Financial Advisory, Asset Allocation, Variable Annuities, Fixed Annuities, Relationship Management, 401k Rollovers, Series 65, Investment Management, Series 24, Equities, Estate Planning, 401k, Strategic Financial..., Analysis, FINRA, Investment Strategies, Financial Analysis, Bonds, Investment Advisory, Fixed Income, Asset Management, Capital Markets, Wealth Management..., Options, Insurance, Hedge Funds, Financial Planning, Bloomberg, Financial Modeling
Education
University of California, Irvine
B.A., Economics
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
SUSAN LEE VICK's Merrill Lynch Experience 1981 - 1986
Job Entrepreneurial Nonprofit Executive Leader
Industry Nonprofit Organization Management
Experience
Point Blue Conservation Science March 2015 - Present
Canine Companions for Independence May 2012 - February 2015
Church Investment Group May 2010 - January 2012
Graystone Consulting at Morgan Stanley July 2008 - May 2010
Sterling & Lee Design January 2002 - June 2008
KSRO Radio July 1996 - August 1997
Merrill Lynch 1981 - 1986
Skills
Design Thinking, Organizational..., Leadership Development, Nonprofits, Board Development, Fundraising, Public Relations, Public Speaking, Volunteer Management, Strategic Planning, Grants, Philanthropy, Leadership, Marketing, Resource Development, Major Gift Development, Planned Giving, Annual Giving, Non-profit..., Business Development, Community Outreach, Strategic Partnerships, Team Building, Nonprofit Consulting, Business Strategy, Event Planning, Finance, Corporate Partnership..., Community Development, Campaign Strategies, Board Leadership, Program Development, Social Media, Business Planning, Program Management, Strategy, Capital Campaigns, Change Management, Asset Management, Individual Giving, Donor Relations, Endowment Funds, Management, Budgets, Consulting, Staff Development, Donor Recognition
Education
University of California, Davis
Point Blue Conservation Science March 2015 - Present
Canine Companions for Independence May 2012 - February 2015
Church Investment Group May 2010 - January 2012
Graystone Consulting at Morgan Stanley July 2008 - May 2010
Sterling & Lee Design January 2002 - June 2008
KSRO Radio July 1996 - August 1997
Merrill Lynch 1981 - 1986
Skills
Design Thinking, Organizational..., Leadership Development, Nonprofits, Board Development, Fundraising, Public Relations, Public Speaking, Volunteer Management, Strategic Planning, Grants, Philanthropy, Leadership, Marketing, Resource Development, Major Gift Development, Planned Giving, Annual Giving, Non-profit..., Business Development, Community Outreach, Strategic Partnerships, Team Building, Nonprofit Consulting, Business Strategy, Event Planning, Finance, Corporate Partnership..., Community Development, Campaign Strategies, Board Leadership, Program Development, Social Media, Business Planning, Program Management, Strategy, Capital Campaigns, Change Management, Asset Management, Individual Giving, Donor Relations, Endowment Funds, Management, Budgets, Consulting, Staff Development, Donor Recognition
Education
University of California, Davis
Edward Janisch's Merrill Lynch Experience May 2012 - December 2014
Job Investment Associate at JPMorgan Chase & Co.
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A. December 2014 - Present
Merrill Lynch May 2012 - December 2014
Cleantech Open May 2014 - November 2014
UC Davis Finance and Investment Club April 2012 - June 2013
UC Davis Boxing Team September 2011 - June 2013
Goleta Valley Athletic Club April 2010 - September 2011
Merrill Lynch June 2008 - August 2008
Education
Chartered Financial Analyst Institute
Passed Level II of the CFA Program
Chartered Alternative Investment Analyst Association
2015 CAIA Level II Candidate
University of California, Davis
Bachelor of Arts (B.A.), Economics, 3.61
JPMorgan Chase Bank, N.A. December 2014 - Present
Merrill Lynch May 2012 - December 2014
Cleantech Open May 2014 - November 2014
UC Davis Finance and Investment Club April 2012 - June 2013
UC Davis Boxing Team September 2011 - June 2013
Goleta Valley Athletic Club April 2010 - September 2011
Merrill Lynch June 2008 - August 2008
Education
Chartered Financial Analyst Institute
Passed Level II of the CFA Program
Chartered Alternative Investment Analyst Association
2015 CAIA Level II Candidate
University of California, Davis
Bachelor of Arts (B.A.), Economics, 3.61
Joshua Gnaizda Joshua Gnaizda's Merrill Lynch Experience September 2006 - December 2007
Job CEO at The Blue Heron Group LLC
Industry Financial Services
Experience
The Blue Heron Group, LLC May 2008 - Present
Tiburon Strategic Advisors February 2008 - April 2008
Merrill Lynch September 2006 - December 2007
Skills
Financial Markets, Alternative Investments, Hedge Funds, Private Equity, Website Development, Investment Strategies, Financial Services, Strategy, Financial Modeling, Management, Finance, Investments, Portfolio Management, Asset Management, Equities, Market Research
Education
University of California, Davis 2001 — 2005
BS, Managerial Economics
The Blue Heron Group, LLC May 2008 - Present
Tiburon Strategic Advisors February 2008 - April 2008
Merrill Lynch September 2006 - December 2007
Skills
Financial Markets, Alternative Investments, Hedge Funds, Private Equity, Website Development, Investment Strategies, Financial Services, Strategy, Financial Modeling, Management, Finance, Investments, Portfolio Management, Asset Management, Equities, Market Research
Education
University of California, Davis 2001 — 2005
BS, Managerial Economics
Chris Fan Chris Fan's Merrill Lynch Experience January 2004 - June 2004
Job Energy Policy and Markets Professional
Industry Utilities
Experience
Pacific Gas and Electric Company June 2012 - Present
Con Edison February 2009 - May 2012
Pacific Gas and Electric Company February 2008 - February 2009
Pacific Gas & Electric May 2007 - February 2008
Pacific Gas & Electric August 2006 - May 2007
Pacific Gas & Electric, Regulatory Relations Rotation Program August 2005 - August 2006
Northwestern Mutual September 2004 - January 2005
Forego Development Ltd. July 2004 - August 2004
Merrill Lynch January 2004 - June 2004
Morgan Stanley January 2004 - June 2004
Skills
Energy Policy, Energy, Advocacy, Energy Efficiency, Natural Gas, Electricity Markets, Natural Gas Markets, Utility Regulation, Regulatory Affairs, Contract Management, Economics, Electric Power, Energy Markets, Policy, Renewable Energy, Energy Economics, Analysis, Smart Grid, Demand-side Management, Project Management, Energy Industry, Utility Industry, Demand Response, Strategy, Commodity Markets, Cleantech, Smart Metering, Procurement, Energy Management
Education
University of California, Davis 2001 — 2005
Bachelor of Arts
Pacific Gas and Electric Company June 2012 - Present
Con Edison February 2009 - May 2012
Pacific Gas and Electric Company February 2008 - February 2009
Pacific Gas & Electric May 2007 - February 2008
Pacific Gas & Electric August 2006 - May 2007
Pacific Gas & Electric, Regulatory Relations Rotation Program August 2005 - August 2006
Northwestern Mutual September 2004 - January 2005
Forego Development Ltd. July 2004 - August 2004
Merrill Lynch January 2004 - June 2004
Morgan Stanley January 2004 - June 2004
Skills
Energy Policy, Energy, Advocacy, Energy Efficiency, Natural Gas, Electricity Markets, Natural Gas Markets, Utility Regulation, Regulatory Affairs, Contract Management, Economics, Electric Power, Energy Markets, Policy, Renewable Energy, Energy Economics, Analysis, Smart Grid, Demand-side Management, Project Management, Energy Industry, Utility Industry, Demand Response, Strategy, Commodity Markets, Cleantech, Smart Metering, Procurement, Energy Management
Education
University of California, Davis 2001 — 2005
Bachelor of Arts
Laxman Pichappan, CPA Laxman Pichappan, CPA's Merrill Lynch Experience May 2008 - August 2008
Job Senior Financial Operations Analyst at Apple
Industry Accounting
Experience
Apple September 2013 - Present
NCYA Non-Profit August 2007 - Present
Ernst & Young July 2012 - September 2013
KPMG September 2011 - June 2012
Beta Chi Theta National Fraternity, Inc. May 2008 - December 2010
KPMG June 2010 - August 2010
KPMG May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
University of Florida May 2007 - January 2008
Skills
Accounting, Financial Analysis, Economics, Financial Accounting, Entrepreneurship, Orchestral Music, Microsoft Excel, Microsoft Office, PowerPoint, Strategic Leadership, US GAAP reporting, Statutory Accounting, Financial Services, Competitive Marketing..., Consumer Behaviour, Organizational..., Social Psychology, SEC filings
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA), Strategy, Operations and Mergers & Acquisitions
University of Florida - Warrington College Of Business 2006 — 2010
Accounting, Entrepreneurship/Entrepreneurial Studies, A
University of Central Florida - College of Business Administration 2010 — 2011
Master of Science (MS), Accounting
Apple September 2013 - Present
NCYA Non-Profit August 2007 - Present
Ernst & Young July 2012 - September 2013
KPMG September 2011 - June 2012
Beta Chi Theta National Fraternity, Inc. May 2008 - December 2010
KPMG June 2010 - August 2010
KPMG May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
University of Florida May 2007 - January 2008
Skills
Accounting, Financial Analysis, Economics, Financial Accounting, Entrepreneurship, Orchestral Music, Microsoft Excel, Microsoft Office, PowerPoint, Strategic Leadership, US GAAP reporting, Statutory Accounting, Financial Services, Competitive Marketing..., Consumer Behaviour, Organizational..., Social Psychology, SEC filings
Education
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA), Strategy, Operations and Mergers & Acquisitions
University of Florida - Warrington College Of Business 2006 — 2010
Accounting, Entrepreneurship/Entrepreneurial Studies, A
University of Central Florida - College of Business Administration 2010 — 2011
Master of Science (MS), Accounting
Michael Donofrio's Merrill Lynch Experience June 2008 - September 2008
Job Bridgemen Community Coordinator
Industry Program Development
Experience
Thomas Edison Charter Academy (TECA) October 2015 - Present
San Francisco AIDS Foundation February 2015 - Present
Sovodo October 2013 - Present
AIDS Legal Referral Panel January 2013 - May 2014
Michael Rubio, California State Senate, 16th District August 2012 - January 2013
City of Brisbane, CA December 2011 - August 2012
Legal Services of Greater Miami, Inc. May 2011 - July 2011
Merrill Lynch June 2008 - September 2008
Santiago Canyon College January 2006 - May 2008
Skills
Community Outreach, Non-profits, Research, Event Planning, Public Speaking, Marketing, Policy Analysis, Nonprofits, Public Policy, Leadership, Social Networking, Fundraising, Social Media, Customer Service, Legal Writing, Marketing Strategy, Economics, Calculus, Mathematics, English, Grammar, Writing, Journalism, Networking, Leading Meetings, Grassroots Organizing, Organizational..., Brand Development, Corporate Branding, Human Rights, Magazine Layout Design, Newspaper Design, Legal Research, Hearings, Wills
Education
University of Miami School of Law 2010 — 2014
Juris Doctor, Law
UC Hastings College of the Law 2012 — 2013
Juris Doctor, Law
University of California, Irvine 2006 — 2008
Bachelor of Arts, Economics and Literary Journalism
Thomas Edison Charter Academy (TECA) October 2015 - Present
San Francisco AIDS Foundation February 2015 - Present
Sovodo October 2013 - Present
AIDS Legal Referral Panel January 2013 - May 2014
Michael Rubio, California State Senate, 16th District August 2012 - January 2013
City of Brisbane, CA December 2011 - August 2012
Legal Services of Greater Miami, Inc. May 2011 - July 2011
Merrill Lynch June 2008 - September 2008
Santiago Canyon College January 2006 - May 2008
Skills
Community Outreach, Non-profits, Research, Event Planning, Public Speaking, Marketing, Policy Analysis, Nonprofits, Public Policy, Leadership, Social Networking, Fundraising, Social Media, Customer Service, Legal Writing, Marketing Strategy, Economics, Calculus, Mathematics, English, Grammar, Writing, Journalism, Networking, Leading Meetings, Grassroots Organizing, Organizational..., Brand Development, Corporate Branding, Human Rights, Magazine Layout Design, Newspaper Design, Legal Research, Hearings, Wills
Education
University of Miami School of Law 2010 — 2014
Juris Doctor, Law
UC Hastings College of the Law 2012 — 2013
Juris Doctor, Law
University of California, Irvine 2006 — 2008
Bachelor of Arts, Economics and Literary Journalism
Jean Elzayek's Merrill Lynch Experience July 2011 - June 2014
Job Vice President. LPL General Securities Principal
Industry Financial Services
Experience
LPL Financial -Financial Resources Group June 2014 - Present
Merrill Lynch July 2011 - June 2014
LPL Financial January 2010 - July 2011
UVEST Financial Services September 2008 - 2010
E*Trade Financial April 2007 - July 2008
E*TRADE Financial August 2006 - April 2007
E*TRADE Financial May 2003 - August 2006
Skills
Financial Services, Leadership, Securities, Call Centers, FINRA, Series 7, Series 63, Management, Trading, Insurance, Training, Outsourcing, Process Improvement, Fraud, Financial Risk, Team Leadership, Call Center
Education
University of California, Davis 1994 — 1998
BS, Economics and International Relations
LPL Financial -Financial Resources Group June 2014 - Present
Merrill Lynch July 2011 - June 2014
LPL Financial January 2010 - July 2011
UVEST Financial Services September 2008 - 2010
E*Trade Financial April 2007 - July 2008
E*TRADE Financial August 2006 - April 2007
E*TRADE Financial May 2003 - August 2006
Skills
Financial Services, Leadership, Securities, Call Centers, FINRA, Series 7, Series 63, Management, Trading, Insurance, Training, Outsourcing, Process Improvement, Fraud, Financial Risk, Team Leadership, Call Center
Education
University of California, Davis 1994 — 1998
BS, Economics and International Relations
Jonathan Lin's Merrill Lynch Experience June 2009 - December 2009
Job Consultant at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting April 2015 - Present
Profit Recovery Partners October 2012 - January 2015
BNY Mellon July 2012 - October 2012
State Farm Insurance December 2011 - July 2012
Sidoxia Capital Management, LLC September 2010 - June 2011
State Street June 2010 - August 2010
Alpha Kappa Psi June 2009 - May 2010
Merrill Lynch June 2009 - December 2009
Skills
Financial Modeling, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Conflict Resolution, Negotiation, Outlook, Vlookup, Pivot Tables, Financial Accounting, DCF Valuation, Wealth Management, Asset Managment, Consulting, Mergers & Acquisitions, Investments, Valuation, Analysis, Corporate Finance, Due Diligence, Management
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Hitachi Consulting April 2015 - Present
Profit Recovery Partners October 2012 - January 2015
BNY Mellon July 2012 - October 2012
State Farm Insurance December 2011 - July 2012
Sidoxia Capital Management, LLC September 2010 - June 2011
State Street June 2010 - August 2010
Alpha Kappa Psi June 2009 - May 2010
Merrill Lynch June 2009 - December 2009
Skills
Financial Modeling, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Conflict Resolution, Negotiation, Outlook, Vlookup, Pivot Tables, Financial Accounting, DCF Valuation, Wealth Management, Asset Managment, Consulting, Mergers & Acquisitions, Investments, Valuation, Analysis, Corporate Finance, Due Diligence, Management
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Connor McLeod's Merrill Lynch Experience May 2013 - August 2013
Job Investment Banking Summer Analyst
Industry Financial Services
Experience
The Raine Group June 2015 - August 2015
The Berkeley Group September 2013 - June 2015
Under Armour June 2014 - August 2014
ExecReps February 2014 - May 2014
Glocal Partners November 2013 - January 2014
Merrill Lynch May 2013 - August 2013
In Case of Emergency Standard February 2012 - April 2013
Skills
Leadership, Sales Management, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Emergency Management, Customer Service, Entrepreneurship, Marketing Strategy, Business Development, Marketing, Management, Social Networking, Public Speaking, Portfolio Management, Sales, Asset Management, Nonprofits, Finance, Research
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.) Business Administration
Junipero Serra High School (CA) 2008 — 2012
The Raine Group June 2015 - August 2015
The Berkeley Group September 2013 - June 2015
Under Armour June 2014 - August 2014
ExecReps February 2014 - May 2014
Glocal Partners November 2013 - January 2014
Merrill Lynch May 2013 - August 2013
In Case of Emergency Standard February 2012 - April 2013
Skills
Leadership, Sales Management, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Emergency Management, Customer Service, Entrepreneurship, Marketing Strategy, Business Development, Marketing, Management, Social Networking, Public Speaking, Portfolio Management, Sales, Asset Management, Nonprofits, Finance, Research
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.) Business Administration
Junipero Serra High School (CA) 2008 — 2012
Harrison Tan Harrison Tan's Merrill Lynch Experience March 2010 - September 2010
Job Investment Banking Analyst at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company July 2013 - Present
Deloitte October 2012 - July 2013
Deloitte June 2011 - August 2011
Merrill Lynch March 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Social Media, Customer Service, Outlook, Accounting, Bloomberg
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
University of Sussex
Cowen and Company July 2013 - Present
Deloitte October 2012 - July 2013
Deloitte June 2011 - August 2011
Merrill Lynch March 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Social Media, Customer Service, Outlook, Accounting, Bloomberg
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics
University of Sussex
Dash Victor's Merrill Lynch Experience May 2002 - August 2002
Job Senior Accounting Manager at Square
Industry Accounting
Experience
Square September 2012 - Present
The Siegfried Group September 2010 - September 2012
Deloitte & Touche, LLP September 2003 - September 2010
Deloitte Australia June 2007 - October 2007
Merrill Lynch May 2002 - August 2002
Skills
Financial Reporting, Accounting, Financial Analysis, Initial Public Offerings, SEC reporting, Due Diligence, Forecasting, Auditing, Valuation, IPO, Finance, Start-ups, SEC filings, Entrepreneurship, Financial Statements, Leadership, Consolidation, Management, Training, IFRS, Internal Controls, Cash Flow
Education
Haas School of Business, UC Berkeley 2011 — 2014
MBA, Business, (w/ honors top 10%)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
Bachelors of Business Administration, Business/Accounting
Santa Fe High School 1994 — 1998
High Scool
Square September 2012 - Present
The Siegfried Group September 2010 - September 2012
Deloitte & Touche, LLP September 2003 - September 2010
Deloitte Australia June 2007 - October 2007
Merrill Lynch May 2002 - August 2002
Skills
Financial Reporting, Accounting, Financial Analysis, Initial Public Offerings, SEC reporting, Due Diligence, Forecasting, Auditing, Valuation, IPO, Finance, Start-ups, SEC filings, Entrepreneurship, Financial Statements, Leadership, Consolidation, Management, Training, IFRS, Internal Controls, Cash Flow
Education
Haas School of Business, UC Berkeley 2011 — 2014
MBA, Business, (w/ honors top 10%)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
Bachelors of Business Administration, Business/Accounting
Santa Fe High School 1994 — 1998
High Scool
Andrea Eldridge Andrea Eldridge's Merrill Lynch Experience April 1999 - February 2002
Job President/CEO at Nerds On Call
Industry Computer Hardware
Experience
Scripps Howard News Service March 2011 - Present
Record Searchlight March 2011 - Present
Nerds On Call March 2004 - Present
Merrill Lynch April 1999 - February 2002
Skills
Management, Writing, Management Consulting, Cash Management, Marketing, Mergers & Acquisitions
Education
UC Davis 1995 — 1998
Bachelor of Arts (B.A.), International Economics
Loara High School 1991 — 1995
Scripps Howard News Service March 2011 - Present
Record Searchlight March 2011 - Present
Nerds On Call March 2004 - Present
Merrill Lynch April 1999 - February 2002
Skills
Management, Writing, Management Consulting, Cash Management, Marketing, Mergers & Acquisitions
Education
UC Davis 1995 — 1998
Bachelor of Arts (B.A.), International Economics
Loara High School 1991 — 1995
Kamie Pham, CPA, CFE Kamie Pham, CPA, CFE's Merrill Lynch Experience September 2008 - April 2009
Job AppleCare Global Compliance at Apple
Industry Accounting
Experience
Apple August 2014 - Present
PwC April 2011 - August 2014
Forever 21 August 2010 - April 2011
Play N Trade Video Games September 2009 - August 2010
Merrill Lynch September 2008 - April 2009
Smith Barney January 2008 - April 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, IP Licensing Management, Contract Compliance, Royalty Inspections, International Project..., Contract Management, Financial Accounting, Risk Management, Microsoft Word, Due Diligence, Budgets, Access, Forecasting, Strategic Planning, Data Analysis, Internal Controls, Auditing, Finance
Education
University of California, Irvine 2005 — 2009
B.A., Business Economics, B.A., International Studies
Apple August 2014 - Present
PwC April 2011 - August 2014
Forever 21 August 2010 - April 2011
Play N Trade Video Games September 2009 - August 2010
Merrill Lynch September 2008 - April 2009
Smith Barney January 2008 - April 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, IP Licensing Management, Contract Compliance, Royalty Inspections, International Project..., Contract Management, Financial Accounting, Risk Management, Microsoft Word, Due Diligence, Budgets, Access, Forecasting, Strategic Planning, Data Analysis, Internal Controls, Auditing, Finance
Education
University of California, Irvine 2005 — 2009
B.A., Business Economics, B.A., International Studies
Elliot Polokoff's Merrill Lynch Experience June 2010 - September 2010
Job Account Manager, Mid Market Sales at Twitter
Industry Marketing and Advertising
Experience
Twitter September 2014 - Present
Twitter December 2013 - Present
Google February 2012 - May 2013
Philosophy Amplifiers July 2010 - December 2011
J. Rockcliff Realtors May 2011 - September 2011
Merrill Lynch June 2010 - September 2010
Skills
Online Lead Generation, MS Office Suite, Client Services, Social Media, Microsoft Office, Financial Services, Social Media Marketing, Marketing, Lead Generation, Marketing Strategy, Product Management, Business Development, Strategy, Digital Marketing, Google Adwords, Sales, Online Advertising, Email Marketing, Online Marketing, Social Networking, Management, SEM
Education
UC Davis 2008 — 2010
B.A., Economics
MV
Twitter September 2014 - Present
Twitter December 2013 - Present
Google February 2012 - May 2013
Philosophy Amplifiers July 2010 - December 2011
J. Rockcliff Realtors May 2011 - September 2011
Merrill Lynch June 2010 - September 2010
Skills
Online Lead Generation, MS Office Suite, Client Services, Social Media, Microsoft Office, Financial Services, Social Media Marketing, Marketing, Lead Generation, Marketing Strategy, Product Management, Business Development, Strategy, Digital Marketing, Google Adwords, Sales, Online Advertising, Email Marketing, Online Marketing, Social Networking, Management, SEM
Education
UC Davis 2008 — 2010
B.A., Economics
MV
Jennifer Fernandes Jennifer Fernandes's Merrill Lynch Experience January 2009 - June 2009
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG November 2014 - Present
Fresh & Easy November 2012 - June 2014
Fresh & Easy May 2012 - November 2012
Jakks Pacific June 2010 - May 2011
The Coffee Bean & Tea Leaf November 2009 - January 2010
Merrill Lynch January 2009 - June 2009
University of California, Irvine September 2007 - June 2009
Wings on Professional June 2008 - August 2008
Skills
Microsoft Office, Finance, Outlook, Financial Statement..., Auditing, General Ledger, Project Management, JD Edwards, Financial Statements, Oracle Financial, 1099 Reporting, Research FASB ASC Codes, Public Speaking, Accounting, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Budgets, Financial Analysis, Internal Controls, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2011 — 2012
Masters, Accounting
University of California, Los Angeles 2009 — 2011
Certificate, Accounting
University of California, Irvine 2005 — 2009
Bachelor of Arts, Business Economics
KPMG November 2014 - Present
Fresh & Easy November 2012 - June 2014
Fresh & Easy May 2012 - November 2012
Jakks Pacific June 2010 - May 2011
The Coffee Bean & Tea Leaf November 2009 - January 2010
Merrill Lynch January 2009 - June 2009
University of California, Irvine September 2007 - June 2009
Wings on Professional June 2008 - August 2008
Skills
Microsoft Office, Finance, Outlook, Financial Statement..., Auditing, General Ledger, Project Management, JD Edwards, Financial Statements, Oracle Financial, 1099 Reporting, Research FASB ASC Codes, Public Speaking, Accounting, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Budgets, Financial Analysis, Internal Controls, Microsoft Excel
Education
University of Southern California - Marshall School of Business 2011 — 2012
Masters, Accounting
University of California, Los Angeles 2009 — 2011
Certificate, Accounting
University of California, Irvine 2005 — 2009
Bachelor of Arts, Business Economics
sukhvinder thiara's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Thiara Agribusiness 1996 - 2011
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Financial Planning, Stocks, Bonds, ETFs, 529 Plans, Series 66
Education
California State University at Hayward 2002 — 2003
Master of Business Administration (MBA), Finance
UC Davis 1992 — 1996
Bachelor of Arts (B.A.), Biological Sciences
Merrill Lynch 2011 - Present
Thiara Agribusiness 1996 - 2011
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Financial Planning, Stocks, Bonds, ETFs, 529 Plans, Series 66
Education
California State University at Hayward 2002 — 2003
Master of Business Administration (MBA), Finance
UC Davis 1992 — 1996
Bachelor of Arts (B.A.), Biological Sciences
Michael Gennawey, CRPC® Michael Gennawey, CRPC®'s Merrill Lynch Experience May 2006 - December 2008
Job Financial Advisor
Industry Investment Management
Experience
CUSO Financial Services, L.P. June 2009 - Present
Merrill Lynch May 2006 - December 2008
Danielian Associates June 2003 - May 2006
Skills
Investments, Strategic Financial..., Insurance, Finance, Financial Services, Financial Planning, Retirement Planning, Securities, Retirement, Investment Advisory, Portfolio Management, Series 7, Asset Management, Term Life Insurance, Life Insurance, Investment Strategies, Risk Management, Wealth Preservation..., Fixed Annuities, Retirement Income..., Wealth Preservation, Equity Trading, Stocks, Fixed Income Trading, Fixed Income, Bonds, Annuities, Long Term Care, Retirement Plans, Alternative Investments
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics
EHS 1997 — 2001
CUSO Financial Services, L.P. June 2009 - Present
Merrill Lynch May 2006 - December 2008
Danielian Associates June 2003 - May 2006
Skills
Investments, Strategic Financial..., Insurance, Finance, Financial Services, Financial Planning, Retirement Planning, Securities, Retirement, Investment Advisory, Portfolio Management, Series 7, Asset Management, Term Life Insurance, Life Insurance, Investment Strategies, Risk Management, Wealth Preservation..., Fixed Annuities, Retirement Income..., Wealth Preservation, Equity Trading, Stocks, Fixed Income Trading, Fixed Income, Bonds, Annuities, Long Term Care, Retirement Plans, Alternative Investments
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics
EHS 1997 — 2001
Patrick Wu Patrick Wu's Merrill Lynch Experience October 2010 - December 2010
Job Startup Strategist and Entrepreneur
Industry Online Media
Experience
UnBOOKed Appointments July 2013 - July 2015
Parsons May 2012 - September 2012
Gabrielino High School August 2011 - September 2012
UC Irvine May 2011 - May 2012
NEAD llc. September 2011 - April 2012
City of Los Angeles June 2011 - August 2011
Harvey & Company LLC April 2011 - June 2011
Merrill Lynch October 2010 - December 2010
Skills
Entrepreneurship, Management, Start-ups, Business Strategy, Business Development, Social Networking, Social Media Marketing, Public Speaking, Social Media, Research, Facebook, Customer Service, WordPress, Online Marketing, Salesforce.com, Brand Development, Lean Startup, Customer Validation, Product Development, Google Apps, UX Design, Blogging, Wireframes
Education
University of California, Irvine 2010 — 2015
Bachelor’s Degree, Political Science
UnBOOKed Appointments July 2013 - July 2015
Parsons May 2012 - September 2012
Gabrielino High School August 2011 - September 2012
UC Irvine May 2011 - May 2012
NEAD llc. September 2011 - April 2012
City of Los Angeles June 2011 - August 2011
Harvey & Company LLC April 2011 - June 2011
Merrill Lynch October 2010 - December 2010
Skills
Entrepreneurship, Management, Start-ups, Business Strategy, Business Development, Social Networking, Social Media Marketing, Public Speaking, Social Media, Research, Facebook, Customer Service, WordPress, Online Marketing, Salesforce.com, Brand Development, Lean Startup, Customer Validation, Product Development, Google Apps, UX Design, Blogging, Wireframes
Education
University of California, Irvine 2010 — 2015
Bachelor’s Degree, Political Science
Joe Schnepper Joe Schnepper's Merrill Lynch Experience September 2006 - December 2008
Job Institutional Business Group, Alternatives Marketing at PIMCO
Industry Investment Management
Experience
PIMCO December 2012 - Present
PIMCO December 2008 - November 2012
Merrill Lynch September 2006 - December 2008
Skills
Hedge Funds, Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Alternative Investments, Asset Management Sales, Equities, Investor Relations, Financial Accounting, Excel, VBA, Bloomberg Terminal, jmp, Business Objects, Fixed Income Products, Operational Due..., consultant relations, Investment Management, Bloomberg, Valuation, Asset Management, Investments
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (MBA), Investment Management
University of Southern California - Marshall School of Business 2011 — 2014
Graduate Certificate in Financial Analysis and Valuation, Investment Managament
University of California, Davis 2000 — 2003
Bachelor of Arts, History
PIMCO December 2012 - Present
PIMCO December 2008 - November 2012
Merrill Lynch September 2006 - December 2008
Skills
Hedge Funds, Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Alternative Investments, Asset Management Sales, Equities, Investor Relations, Financial Accounting, Excel, VBA, Bloomberg Terminal, jmp, Business Objects, Fixed Income Products, Operational Due..., consultant relations, Investment Management, Bloomberg, Valuation, Asset Management, Investments
Education
University of Southern California - Marshall School of Business 2011 — 2014
Master of Business Administration (MBA), Investment Management
University of Southern California - Marshall School of Business 2011 — 2014
Graduate Certificate in Financial Analysis and Valuation, Investment Managament
University of California, Davis 2000 — 2003
Bachelor of Arts, History
Richard Blanton's Merrill Lynch Experience April 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Wells Fargo Advisors June 2012 - April 2014
Human Performance Fitness Center November 2008 - May 2012
Grapevine Insurance Brokers November 2005 - December 2009
International Trading Group June 2003 - November 2005
Education
University of California, Davis 1998 — 2003
BS, Exercise Science, Psychology
Merrill Lynch April 2014 - Present
Wells Fargo Advisors June 2012 - April 2014
Human Performance Fitness Center November 2008 - May 2012
Grapevine Insurance Brokers November 2005 - December 2009
International Trading Group June 2003 - November 2005
Education
University of California, Davis 1998 — 2003
BS, Exercise Science, Psychology
Vivian K Lau Vivian K Lau's Merrill Lynch Experience June 2006 - August 2006
Job
Industry Accounting
Experience
Kelly Services March 2015 - Present
Advantage Technical Resourcing April 2013 - March 2015
VMware November 2011 - November 2012
KPMG LLP July 2011 - August 2011
KPMG October 2009 - June 2011
KPMG June 2008 - August 2008
Kitchen on Fire, LLC July 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
MS Office Suite, Adobe Photoshop..., Cantonese, Mandarin, Oracle Applications, Oracle Discoverer, Microsoft Office, Financial Reporting, Sarbanes-Oxley Act
Education
University of California, Berkeley, Haas School of Business 2005 — 2009
B.S.
Kelly Services March 2015 - Present
Advantage Technical Resourcing April 2013 - March 2015
VMware November 2011 - November 2012
KPMG LLP July 2011 - August 2011
KPMG October 2009 - June 2011
KPMG June 2008 - August 2008
Kitchen on Fire, LLC July 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
MS Office Suite, Adobe Photoshop..., Cantonese, Mandarin, Oracle Applications, Oracle Discoverer, Microsoft Office, Financial Reporting, Sarbanes-Oxley Act
Education
University of California, Berkeley, Haas School of Business 2005 — 2009
B.S.
Jewelle Khan Jewelle Khan's Merrill Lynch Experience 2002 - 2003
Job Certified Public Accountant
Industry Accounting
Experience
Francisco Khan, CPA January 2010 - Present
RND Resources, Inc. 2005 - 2009
Sony Pictures Entertainment 2003 - 2005
Merrill Lynch 2002 - 2003
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Tax Preparation, Corporate Tax, Small Business, QuickBooks, New Business Formation, Non-profits, Offers in Compromise, IRS Representation, Business Solutions, Finance Consulting, Tax Consulting, Corporate Finance, Cash Management, Account Reconciliation, Corporate Budgeting, Tax Law, Tax Strategies, Tax
Education
University of California, Los Angeles 2000 — 2003
BS, Business Economics
University of California, Irvine 1999 — 2000
Economics
Francisco Khan, CPA January 2010 - Present
RND Resources, Inc. 2005 - 2009
Sony Pictures Entertainment 2003 - 2005
Merrill Lynch 2002 - 2003
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Tax Preparation, Corporate Tax, Small Business, QuickBooks, New Business Formation, Non-profits, Offers in Compromise, IRS Representation, Business Solutions, Finance Consulting, Tax Consulting, Corporate Finance, Cash Management, Account Reconciliation, Corporate Budgeting, Tax Law, Tax Strategies, Tax
Education
University of California, Los Angeles 2000 — 2003
BS, Business Economics
University of California, Irvine 1999 — 2000
Economics
Juan Guillermo Herrans Juan Guillermo Herrans's Merrill Lynch Experience
Job Managing Director Global Wealth and Investment Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Equities, Wealth Management, Fixed Income, Investments, Strategic Financial..., Series 7, Financial Modeling, Financial Analysis, Capital Markets, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
MBA, Finance, Economics
Merrill Lynch
Skills
Equities, Wealth Management, Fixed Income, Investments, Strategic Financial..., Series 7, Financial Modeling, Financial Analysis, Capital Markets, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1983 — 1985
MBA, Finance, Economics
Katherine Chu's Merrill Lynch Experience June 2008 - March 2009
Job Technology, Commercial and Corporate Attorney
Industry Law Practice
Experience
Glu Mobile April 2015 - Present
Franklin Templeton Investments November 2014 - April 2015
Appcelerator August 2012 - October 2014
Law Offices of Hung Chang January 2012 - June 2012
Superior Court of California, Small Claims Court September 2011 - December 2011
Law Offices of Ryutaro Hirota August 2010 - August 2011
Center of Justice January 2010 - December 2010
King & Wood Mallesons July 2010 - August 2010
Merrill Lynch June 2008 - March 2009
Global Financial Institute, LLC 2007 - 2008
Skills
Legal Writing, Legal Research, Licensing, Corporate Law, Legal Advice, Intellectual Property, Trade Secrets, Research, Trademarks, Negotiation, Corporate Governance, Litigation, Mediation, Copyright Law, Privacy Law, Software Licensing, Contract Negotiation
Education
University of San Francisco School of Law 2009 — 2012
University of California, Irvine 2005 — 2009
Bachelor of Arts, Major: Business Economics. Minor: Psychology
Chinese International School (Hong Kong) 1992 — 2005
International Baccalaureate
Glu Mobile April 2015 - Present
Franklin Templeton Investments November 2014 - April 2015
Appcelerator August 2012 - October 2014
Law Offices of Hung Chang January 2012 - June 2012
Superior Court of California, Small Claims Court September 2011 - December 2011
Law Offices of Ryutaro Hirota August 2010 - August 2011
Center of Justice January 2010 - December 2010
King & Wood Mallesons July 2010 - August 2010
Merrill Lynch June 2008 - March 2009
Global Financial Institute, LLC 2007 - 2008
Skills
Legal Writing, Legal Research, Licensing, Corporate Law, Legal Advice, Intellectual Property, Trade Secrets, Research, Trademarks, Negotiation, Corporate Governance, Litigation, Mediation, Copyright Law, Privacy Law, Software Licensing, Contract Negotiation
Education
University of San Francisco School of Law 2009 — 2012
University of California, Irvine 2005 — 2009
Bachelor of Arts, Major: Business Economics. Minor: Psychology
Chinese International School (Hong Kong) 1992 — 2005
International Baccalaureate
Jeff Kragen Jeff Kragen's Merrill Lynch Experience October 2005 - Present
Job
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
Skills
Series 63, Asset Allocation, Series 65, ETFs, Portfolio Management, Series 7, Investments, Asset Managment, Equities, Retirement Planning, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Services, Wealth Management, Investment Management, Investment Strategies, Financial Modeling, Fixed Income, Relationship Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1994
MBA
University of California, Davis 1981 — 1985
Economics, French
Amador Valley 1977 — 1981
Merrill Lynch October 2005 - Present
Skills
Series 63, Asset Allocation, Series 65, ETFs, Portfolio Management, Series 7, Investments, Asset Managment, Equities, Retirement Planning, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Services, Wealth Management, Investment Management, Investment Strategies, Financial Modeling, Fixed Income, Relationship Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1994
MBA
University of California, Davis 1981 — 1985
Economics, French
Amador Valley 1977 — 1981
Melissa Tran's Merrill Lynch Experience July 2013 - September 2013
Job Middle Office Associate at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services August 2014 - Present
UC Davis Student Disability Center August 2012 - June 2014
Merrill Lynch July 2013 - September 2013
EmSense Corporation July 2011 - September 2011
Tax-Aid March 2011 - May 2011
Institute on Aging June 2009 - March 2010
Skills
Microsoft Suite, ABBYY Finereader, Lacerte Professional..., Marketing Research, Primary Research, Focus Groups, Advertising Research, Questionnaire Design, Consumer Behavior, Microsoft Office
Education
UC Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics, 3.90
Citco Fund Services August 2014 - Present
UC Davis Student Disability Center August 2012 - June 2014
Merrill Lynch July 2013 - September 2013
EmSense Corporation July 2011 - September 2011
Tax-Aid March 2011 - May 2011
Institute on Aging June 2009 - March 2010
Skills
Microsoft Suite, ABBYY Finereader, Lacerte Professional..., Marketing Research, Primary Research, Focus Groups, Advertising Research, Questionnaire Design, Consumer Behavior, Microsoft Office
Education
UC Davis 2010 — 2014
Bachelor of Science (B.S.), Managerial Economics, 3.90
Carmen Cheung, CFP®, ChFEBC ℠ Carmen Cheung, CFP®, ChFEBC ℠'s Merrill Lynch Experience 2000 - 2002
Job Financial Advisor, Investment Advisor Representative
Industry Financial Services
Experience
MassMutual San Francisco 2002 - Present
Merrill Lynch 2000 - 2002
Skills
Financial Services, Employee Benefits, Retirement Planning, Fixed Annuities, 401k, Disability Insurance, Estate Planning, Financial Advisory, Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Portfolio Management, Retirement, Series 7, Strategic Financial..., Small Business, Mutual Funds, Wealth Management, IRAs, Finance
Education
University of California, Davis 1989 — 1993
B.S., Design
MassMutual San Francisco 2002 - Present
Merrill Lynch 2000 - 2002
Skills
Financial Services, Employee Benefits, Retirement Planning, Fixed Annuities, 401k, Disability Insurance, Estate Planning, Financial Advisory, Insurance, Life Insurance, Long Term Care Insurance, Long-term Care, Portfolio Management, Retirement, Series 7, Strategic Financial..., Small Business, Mutual Funds, Wealth Management, IRAs, Finance
Education
University of California, Davis 1989 — 1993
B.S., Design
Chris Biggs, CFA Chris Biggs, CFA's Merrill Lynch Experience June 1998 - September 1998
Job Founder and CEO at Crushhub.com
Industry Internet
Experience
Crushhub.com 2010 - Present
Thomas Weisel Partners 2004 - 2009
Forerunner Capital 2002 - 2004
Bank of America Securities 1999 - 2002
Merrill Lynch June 1998 - September 1998
Montgomery Securities 1994 - 1997
Independence One Mortgage Co. 1990 - 1993
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
MBA
Yale University 1986 — 1990
BA, Economics
CFA Institute 1997 — 1999
CFA Designation
Crushhub.com 2010 - Present
Thomas Weisel Partners 2004 - 2009
Forerunner Capital 2002 - 2004
Bank of America Securities 1999 - 2002
Merrill Lynch June 1998 - September 1998
Montgomery Securities 1994 - 1997
Independence One Mortgage Co. 1990 - 1993
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
MBA
Yale University 1986 — 1990
BA, Economics
CFA Institute 1997 — 1999
CFA Designation
Katy McBride Katy McBride's Merrill Lynch Experience October 2004 - December 2009
Job Compliance and Operations Manager | Regulatory Compliance
Industry Financial Services
Experience
LJM Partners February 2013 - Present
LJM Funds Management February 2013 - Present
Gordian Compliance Solutions, LLC December 2011 - February 2013
Exos Partners, LLC December 2009 - December 2012
Merrill Lynch October 2004 - December 2009
Merrill Lynch 2003 - 2008
Skills
Risk Management, FINRA, Series 7, Securities, Investment Advisory, Program Management, Hedge Funds, Vendor Management, Strategic Financial..., Management, Alternative Investments, Performance Metrics, Auditing, Series 63, Training, Leadership, Series 9, Series 10, Mutual Funds, Regulatory Compliance, SEC, CFTC
Education
University of California, Davis 1997 — 2002
BA, Plant Biology
YCHS 1992 — 1996
LJM Partners February 2013 - Present
LJM Funds Management February 2013 - Present
Gordian Compliance Solutions, LLC December 2011 - February 2013
Exos Partners, LLC December 2009 - December 2012
Merrill Lynch October 2004 - December 2009
Merrill Lynch 2003 - 2008
Skills
Risk Management, FINRA, Series 7, Securities, Investment Advisory, Program Management, Hedge Funds, Vendor Management, Strategic Financial..., Management, Alternative Investments, Performance Metrics, Auditing, Series 63, Training, Leadership, Series 9, Series 10, Mutual Funds, Regulatory Compliance, SEC, CFTC
Education
University of California, Davis 1997 — 2002
BA, Plant Biology
YCHS 1992 — 1996
Joseph DeLano, CFP® Joseph DeLano, CFP®'s Merrill Lynch Experience 1990 - 1997
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1997 - Present
Merrill Lynch 1990 - 1997
Merrill Lynch 1987 - 1990
Texas Instruments 1982 - 1987
Skills
Retirement Planning, Investment Planning, Investments, Financial Advisory, Finance, Asset Allocation, Tax-efficient planning
Education
University of California, Davis 1978 — 1982
B.S., Agricultural and Managerial Economics
Wells Fargo Advisors, LLC 1997 - Present
Merrill Lynch 1990 - 1997
Merrill Lynch 1987 - 1990
Texas Instruments 1982 - 1987
Skills
Retirement Planning, Investment Planning, Investments, Financial Advisory, Finance, Asset Allocation, Tax-efficient planning
Education
University of California, Davis 1978 — 1982
B.S., Agricultural and Managerial Economics
Andew Tan Andew Tan's Merrill Lynch Experience March 2001 - March 2005
Job Life Coach, Personal Trainer.. Entrepreneur
Industry Health, Wellness and Fitness
Experience
Crunch Fitness February 2004 - Present
Equinox Fitness 2009 - 2010
Merrill Lynch March 2001 - March 2005
Education
UC Davis Graduate School of Management 1998 — 2003
Masters, Economics, Philosophy
Crunch Fitness February 2004 - Present
Equinox Fitness 2009 - 2010
Merrill Lynch March 2001 - March 2005
Education
UC Davis Graduate School of Management 1998 — 2003
Masters, Economics, Philosophy
Nabilah Majumder Nabilah Majumder's Merrill Lynch Experience June 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Agami, Inc January 2004 - Present
Boy Scouts of America December 2012 - Present
Bank of America September 2012 - June 2014
MobBazaar, Inc August 2012 - April 2013
Body Essentials Day Spa July 2011 - August 2012
UCI Hospitality and Dining Services October 2008 - June 2010
THINK Together October 2008 - December 2008
SCORE! Educational Centers May 2007 - September 2007
Skills
Retail Banking, Customer Service, Management, Social Media Marketing, Marketing Communications, Microsoft Excel, Microsoft Word
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Mission San Jose High School 2003 — 2007
Merrill Lynch June 2014 - Present
Agami, Inc January 2004 - Present
Boy Scouts of America December 2012 - Present
Bank of America September 2012 - June 2014
MobBazaar, Inc August 2012 - April 2013
Body Essentials Day Spa July 2011 - August 2012
UCI Hospitality and Dining Services October 2008 - June 2010
THINK Together October 2008 - December 2008
SCORE! Educational Centers May 2007 - September 2007
Skills
Retail Banking, Customer Service, Management, Social Media Marketing, Marketing Communications, Microsoft Excel, Microsoft Word
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Mission San Jose High School 2003 — 2007
Roberto M. (Bobby) Ruiz Roberto M. (Bobby) Ruiz's Merrill Lynch Experience January 2007 - June 2011
Job Associate, Investment Bank at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities May 2012 - August 2012
Merrill Lynch January 2007 - June 2011
Skills
Valuation, Financial Modeling, Finance, Corporate Finance, Investments, Financial Analysis, Investment Banking, Bloomberg, Capital Markets
Education
UC Berkeley Haas School of Business 2011 — 2013
MBA, Finance & Entrepreneurship
University of Tennessee-Knoxville 2003 — 2007
B.S., Finance
Wells Fargo Securities July 2013 - Present
Wells Fargo Securities May 2012 - August 2012
Merrill Lynch January 2007 - June 2011
Skills
Valuation, Financial Modeling, Finance, Corporate Finance, Investments, Financial Analysis, Investment Banking, Bloomberg, Capital Markets
Education
UC Berkeley Haas School of Business 2011 — 2013
MBA, Finance & Entrepreneurship
University of Tennessee-Knoxville 2003 — 2007
B.S., Finance
Adriane Joya's Merrill Lynch Experience July 2013 - Present
Job Registered Resident Director's Assistant at Merrill Lynch
Industry Insurance
Experience
Merrill Lynch July 2013 - Present
Patriot Risk and Insurance Services September 2010 - July 2013
UC Irvine Bookstore February 2008 - September 2010
Foundation on Economic Trends June 2008 - September 2008
Skills
Insurance, Economics, PowerPoint, Outlook, Facebook, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Social Media, Customer Service, Research, Social Networking, Community Outreach, Social Media Marketing, Blogging, Fundraising, Mac, Baking
Education
University of California, Irvine 2006 — 2010
BA, Business Economics, Double Minor in Cognitive Psychology and Digital Arts
Merrill Lynch July 2013 - Present
Patriot Risk and Insurance Services September 2010 - July 2013
UC Irvine Bookstore February 2008 - September 2010
Foundation on Economic Trends June 2008 - September 2008
Skills
Insurance, Economics, PowerPoint, Outlook, Facebook, Microsoft Excel, Event Planning, Microsoft Office, Microsoft Word, Social Media, Customer Service, Research, Social Networking, Community Outreach, Social Media Marketing, Blogging, Fundraising, Mac, Baking
Education
University of California, Irvine 2006 — 2010
BA, Business Economics, Double Minor in Cognitive Psychology and Digital Arts
Kenneth Lui's Merrill Lynch Experience June 2011 - March 2012
Job Investment Banking Intern at CB Capital Partners
Industry Financial Services
Experience
CB Capital Partners September 2013 - December 2014
Beta Theta Pi March 2012 - January 2014
Sapporo Holdings Ltd. June 2012 - August 2012
Merrill Lynch June 2011 - March 2012
Skills
Finance, Financial Modeling, Investment Banking, Bloomberg, Equities, Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Valuation, Management
Education
University of California, Irvine 2010 — 2015
Bachelor's degree, Business Economics, 3.7
CB Capital Partners September 2013 - December 2014
Beta Theta Pi March 2012 - January 2014
Sapporo Holdings Ltd. June 2012 - August 2012
Merrill Lynch June 2011 - March 2012
Skills
Finance, Financial Modeling, Investment Banking, Bloomberg, Equities, Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Valuation, Management
Education
University of California, Irvine 2010 — 2015
Bachelor's degree, Business Economics, 3.7
Nathan Cutler Nathan Cutler's Merrill Lynch Experience October 2006 - February 2008
Job Impact Evaluation Technical Specialist at Social Impact
Industry International Trade and Development
Experience
Social Impact January 2015 - Present
Social Impact January 2013 - December 2014
Social Impact December 2012 - January 2013
Dallas County August 2012 - November 2012
Center for International Development, Harvard Kennedy School June 2011 - August 2012
University of San Francisco December 2009 - May 2011
Kiva.org January 2009 - June 2009
TheGreenOffice.com March 2008 - December 2008
Merrill Lynch October 2006 - February 2008
Skills
Quantitative Research, Qualitative Research, Stata, Economic Development..., Survey Design, Data Management, Team Management, Project Management, Customer Retention, Partner Management, Economics, Research, Development Economics, Analysis, Econometrics, Microfinance
Education
University of San Francisco 2009 — 2011
MA, Devlopment Economics
University of California, Davis 2002 — 2006
BA, Economics and International Relations
Social Impact January 2015 - Present
Social Impact January 2013 - December 2014
Social Impact December 2012 - January 2013
Dallas County August 2012 - November 2012
Center for International Development, Harvard Kennedy School June 2011 - August 2012
University of San Francisco December 2009 - May 2011
Kiva.org January 2009 - June 2009
TheGreenOffice.com March 2008 - December 2008
Merrill Lynch October 2006 - February 2008
Skills
Quantitative Research, Qualitative Research, Stata, Economic Development..., Survey Design, Data Management, Team Management, Project Management, Customer Retention, Partner Management, Economics, Research, Development Economics, Analysis, Econometrics, Microfinance
Education
University of San Francisco 2009 — 2011
MA, Devlopment Economics
University of California, Davis 2002 — 2006
BA, Economics and International Relations
John LaBriola, CDFA™,CFP® John LaBriola, CDFA™,CFP®'s Merrill Lynch Experience November 1992 - January 2010
Job Principal & Founder, Laguna Wealth Advisors, LLC
Industry Financial Services
Experience
Laguna Wealth Advisors, LLC August 2013 - Present
Sagent Wealth Management January 2010 - July 2013
Merrill Lynch November 1992 - January 2010
Lightning Communication May 1991 - September 1992
Rockwell International June 1980 - May 1991
Skills
Investments, Wealth Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Financial Analysis, Financial Advisory, Financial Planning, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Management, Equities, Estate Planning, Mutual Funds, Wealth, Securities, Series 7, IRAs, IRA's, Retirement Income..., Financial Advice, Divorce Financial..., Certified Divorce...
Education
University of Southern California - Marshall School of Business 1978 — 1980
MBA, Finance
University of California, Irvine 1974 — 1978
BS, Engineering, Civil & Environmental
St. Paul High School
Laguna Wealth Advisors, LLC August 2013 - Present
Sagent Wealth Management January 2010 - July 2013
Merrill Lynch November 1992 - January 2010
Lightning Communication May 1991 - September 1992
Rockwell International June 1980 - May 1991
Skills
Investments, Wealth Management, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Financial Analysis, Financial Advisory, Financial Planning, Strategic Financial..., Investment Advisory, Asset Allocation, Asset Management, Equities, Estate Planning, Mutual Funds, Wealth, Securities, Series 7, IRAs, IRA's, Retirement Income..., Financial Advice, Divorce Financial..., Certified Divorce...
Education
University of Southern California - Marshall School of Business 1978 — 1980
MBA, Finance
University of California, Irvine 1974 — 1978
BS, Engineering, Civil & Environmental
St. Paul High School
Craig Kurotori Craig Kurotori's Merrill Lynch Experience September 2001 - June 2005
Job Solar and Energy Efficiency Consultant at CMK Energy Solutions
Industry Renewables & Environment
Experience
CMK Energy Solutions November 2011 - Present
Solar Universe Network November 2010 - November 2011
CMK Solar Consulting 2009 - October 2010
Merrill Lynch September 2001 - June 2005
Philips Semiconductors 1986 - 1991
Education
University of California, Davis 1973 — 1978
B.S., Chemical Engineering
CMK Energy Solutions November 2011 - Present
Solar Universe Network November 2010 - November 2011
CMK Solar Consulting 2009 - October 2010
Merrill Lynch September 2001 - June 2005
Philips Semiconductors 1986 - 1991
Education
University of California, Davis 1973 — 1978
B.S., Chemical Engineering
Heidi Lynch Heidi Lynch's Merrill Lynch Experience December 1994 - December 1995
Job Owner / Staging Professional at Denver Staging Design
Industry Real Estate
Experience
Denver Staging Design March 2009 - Present
Lynchwood Properties January 2005 - February 2009
Lynchwood Staging February 2003 - February 2009
Merrill Lynch December 1994 - December 1995
University of California at Irvine May 1994 - December 1994
Skills
Real Estate, Investment Properties, Marketing, Home Staging, Analysis, Sales, Logo Design, Investments, Selling, Negotiation, Contract Negotiation, Real Estate Transactions, Real Estate Development, Strategic Planning, Marketing Strategy, Sellers, Luxury, Referrals, Real Estate Economics, Listings, Investors, Residential Homes, Buyer Representation, Buyers, First Time Home Buyers, Relocation, Single Family Homes, Short Sales, Townhomes, REO, Real Property, New Home Sales, HUD, Move Up Buyers, Income Properties, SFR, Seniors, New Homes, Relocation Buyers, Vacation Homes, Property, Condos, Real Estate Staging, Staging to Live, Photoshop, Interior Design, Redesigning, Accredited Staging..., Rentals, Seller Representation
Education
University of California, Irvine
Bachelor of Science, Economics
Denver Staging Design March 2009 - Present
Lynchwood Properties January 2005 - February 2009
Lynchwood Staging February 2003 - February 2009
Merrill Lynch December 1994 - December 1995
University of California at Irvine May 1994 - December 1994
Skills
Real Estate, Investment Properties, Marketing, Home Staging, Analysis, Sales, Logo Design, Investments, Selling, Negotiation, Contract Negotiation, Real Estate Transactions, Real Estate Development, Strategic Planning, Marketing Strategy, Sellers, Luxury, Referrals, Real Estate Economics, Listings, Investors, Residential Homes, Buyer Representation, Buyers, First Time Home Buyers, Relocation, Single Family Homes, Short Sales, Townhomes, REO, Real Property, New Home Sales, HUD, Move Up Buyers, Income Properties, SFR, Seniors, New Homes, Relocation Buyers, Vacation Homes, Property, Condos, Real Estate Staging, Staging to Live, Photoshop, Interior Design, Redesigning, Accredited Staging..., Rentals, Seller Representation
Education
University of California, Irvine
Bachelor of Science, Economics
William Wagner's Merrill Lynch Experience 1997 - 1998
Job Director of Marketing and Product Management at Kaybus, Inc.
Industry Computer Software
Experience
Kaybus, Inc. March 2015 - Present
Recommind June 2012 - March 2015
CaseCentral (acquired by Guidance Software) May 2008 - June 2012
Wells Fargo Bank 2004 - 2008
Financial Engines Inc. 1998 - 2004
Merrill Lynch 1997 - 1998
Barclays Global Investors 1996 - 1997
Skills
SaaS, Product Management, Cloud Computing, Analytics, Strategy, Start-ups, Cross-functional Team..., Software Project..., Business Analysis, Product Development, Management, Program Management, Product Marketing, Software Development, Leadership, Business Strategy, Project Management, Enterprise Software, Business Development, E-commerce, Process Improvement, Business Requirements
Education
University of California, Davis 1991 — 1996
BA, Sociology, Economics
Kaybus, Inc. March 2015 - Present
Recommind June 2012 - March 2015
CaseCentral (acquired by Guidance Software) May 2008 - June 2012
Wells Fargo Bank 2004 - 2008
Financial Engines Inc. 1998 - 2004
Merrill Lynch 1997 - 1998
Barclays Global Investors 1996 - 1997
Skills
SaaS, Product Management, Cloud Computing, Analytics, Strategy, Start-ups, Cross-functional Team..., Software Project..., Business Analysis, Product Development, Management, Program Management, Product Marketing, Software Development, Leadership, Business Strategy, Project Management, Enterprise Software, Business Development, E-commerce, Process Improvement, Business Requirements
Education
University of California, Davis 1991 — 1996
BA, Sociology, Economics
Trevor Shih's Merrill Lynch Experience May 2011 - August 2011
Job Business Operations at Slack
Industry Financial Services
Experience
Slack Technologies, Inc August 2015 - Present
Goldman Sachs July 2014 - August 2015
Goldman Sachs June 2013 - August 2013
Facebook May 2012 - August 2012
Microsoft September 2010 - May 2012
KKR January 2012 - March 2012
Flag Tree Capital June 2011 - August 2011
Merrill Lynch May 2011 - August 2011
Skills
Marketing, Leadership, PowerPoint, Salesforce.com, Valuation, Business Strategy, Microsoft Excel, Economics, Microsoft Office, Microsoft Word, Management, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
Inglemoor High School 2007 — 2010
Slack Technologies, Inc August 2015 - Present
Goldman Sachs July 2014 - August 2015
Goldman Sachs June 2013 - August 2013
Facebook May 2012 - August 2012
Microsoft September 2010 - May 2012
KKR January 2012 - March 2012
Flag Tree Capital June 2011 - August 2011
Merrill Lynch May 2011 - August 2011
Skills
Marketing, Leadership, PowerPoint, Salesforce.com, Valuation, Business Strategy, Microsoft Excel, Economics, Microsoft Office, Microsoft Word, Management, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
Inglemoor High School 2007 — 2010
Tiffany Lin Tiffany Lin's Merrill Lynch Experience June 2014 - August 2014
Job Finance Summer Analyst at Barclays Investment Bank
Industry Financial Services
Experience
UC Davis Internship and Career Center September 2014 - Present
Barclays Investment Bank May 2015 - August 2015
Deloitte January 2015 - April 2015
Merrill Lynch June 2014 - August 2014
UC Davis Student Housing September 2013 - June 2014
Orange County Business Council June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Event Planning, Public Speaking, Customer Service, PowerPoint, Team Leadership, Microsoft Office, Social Media, R, Photoshop, Microsoft Word, Research, Social Networking, Data Analysis, Teaching, Databases
Education
University of California, Davis 2012 — 2016
Bachelor of Science (B.S.), Managerial Economics
Woodbridge High School 2008 — 2012
UC Davis Internship and Career Center September 2014 - Present
Barclays Investment Bank May 2015 - August 2015
Deloitte January 2015 - April 2015
Merrill Lynch June 2014 - August 2014
UC Davis Student Housing September 2013 - June 2014
Orange County Business Council June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Event Planning, Public Speaking, Customer Service, PowerPoint, Team Leadership, Microsoft Office, Social Media, R, Photoshop, Microsoft Word, Research, Social Networking, Data Analysis, Teaching, Databases
Education
University of California, Davis 2012 — 2016
Bachelor of Science (B.S.), Managerial Economics
Woodbridge High School 2008 — 2012
Eduardo Siu Eduardo Siu's Merrill Lynch Experience August 2006 - April 2007
Job Culture Amp
Industry Computer Software
Experience
Culture Amp April 2015 - Present
SuccessFactors June 2014 - April 2015
Chase April 2011 - July 2014
Unocal 76 April 2009 - April 2011
Merrill Lynch August 2006 - April 2007
Skills
Management, Banking, Credit, Business Development, Sales, Strategy, Leadership, Lead Generation, Strategic Partnerships
Education
University of California, Davis 2002 — 2006
Bachelor of Arts (BA), Economics
Los Rios Community College 2011 — 2012
Accounting
Culture Amp April 2015 - Present
SuccessFactors June 2014 - April 2015
Chase April 2011 - July 2014
Unocal 76 April 2009 - April 2011
Merrill Lynch August 2006 - April 2007
Skills
Management, Banking, Credit, Business Development, Sales, Strategy, Leadership, Lead Generation, Strategic Partnerships
Education
University of California, Davis 2002 — 2006
Bachelor of Arts (BA), Economics
Los Rios Community College 2011 — 2012
Accounting
Kyle Schmiegel Kyle Schmiegel's Merrill Lynch Experience May 1999 - August 1999
Job Vice President, Brokerage & Specialized Products at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc. July 2011 - Present
Charles Schwab & Co., Inc. April 2007 - July 2011
Charles Schwab & Co., Inc. April 2005 - April 2007
Charles Schwab & Co., Inc. April 2002 - April 2005
Charles Schwab & Co., Inc. December 1999 - April 2002
Merrill Lynch May 1999 - August 1999
Barclays Global Investors July 1997 - May 1999
Skills
Hedge Funds, Alternative Investments, Securities, Mutual Funds, Restricted Stock, Operations Management, Risk Assessment, Financial Services, Estate Planning, Series 7, Series 63, Series 24, Fund Accounting, Vendor Management, Funding
Education
University of California, Davis
Bachelor's degree, Economics & Polical Science, Economics, Political Science
Charles Schwab & Co., Inc. July 2011 - Present
Charles Schwab & Co., Inc. April 2007 - July 2011
Charles Schwab & Co., Inc. April 2005 - April 2007
Charles Schwab & Co., Inc. April 2002 - April 2005
Charles Schwab & Co., Inc. December 1999 - April 2002
Merrill Lynch May 1999 - August 1999
Barclays Global Investors July 1997 - May 1999
Skills
Hedge Funds, Alternative Investments, Securities, Mutual Funds, Restricted Stock, Operations Management, Risk Assessment, Financial Services, Estate Planning, Series 7, Series 63, Series 24, Fund Accounting, Vendor Management, Funding
Education
University of California, Davis
Bachelor's degree, Economics & Polical Science, Economics, Political Science
Renee Amochaev's Merrill Lynch Experience 1998 - 2000
Job
Industry Financial Services
Experience
Portsmouth Financial Services September 2013 - Present
Wells Fargo Advisors, LLC July 2004 - September 2013
Smith Barney March 2000 - July 2004
Merrill Lynch 1998 - 2000
Skills
Credit, Loans, Insurance, Mutual Funds, Bonds, Cash Management, Wealth Management, Series 63, Strategic Financial..., Asset Management, ETFs, Series 7
Education
University of California, Davis
BA, International Relations: Global Politics
Portsmouth Financial Services September 2013 - Present
Wells Fargo Advisors, LLC July 2004 - September 2013
Smith Barney March 2000 - July 2004
Merrill Lynch 1998 - 2000
Skills
Credit, Loans, Insurance, Mutual Funds, Bonds, Cash Management, Wealth Management, Series 63, Strategic Financial..., Asset Management, ETFs, Series 7
Education
University of California, Davis
BA, International Relations: Global Politics
Shriram Apte Shriram Apte's Merrill Lynch Experience June 2015 - August 2015
Job Investment Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Tesla Motors July 2013 - August 2013
AppZen April 2013 - June 2013
Skills
Microsoft Excel, Public Speaking, Research, Management, Leadership, Analysis, Project Management, Teamwork, Event Planning, Time Management, Social Media, Marketing, PowerPoint
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science in Business Administration
Merrill Lynch June 2015 - August 2015
Tesla Motors July 2013 - August 2013
AppZen April 2013 - June 2013
Skills
Microsoft Excel, Public Speaking, Research, Management, Leadership, Analysis, Project Management, Teamwork, Event Planning, Time Management, Social Media, Marketing, PowerPoint
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science in Business Administration
Cris Brines, CLCS Cris Brines, CLCS's Merrill Lynch Experience February 2005 - February 2007
Job Partner, Brightpoint Insurance Group
Industry Insurance
Experience
Brightpoint Insurance Group March 2009 - Present
CBH Events, LLC October 2012 - December 2014
Thomas Weisel Partners February 2007 - March 2009
Merrill Lynch February 2005 - February 2007
Skills
Medicare Supplements, Healthcare, Investments, Health Insurance, Insurance, Market Research, Business Strategy, Marketing Strategy, New Business Development, Start-ups, Online Marketing, Venues, Medicare, Event Management, Corporate Events, Fitness, CRM, Negotiation, Entrepreneurship, Finance, Lead Generation, Long-term Care, Selling, Sales, Social Media, Direct Marketing, Equities, Social Media Marketing, Investment Banking, Disability Insurance, Sales Management, Business Development, Fundraising, Sales Presentations, Leadership, Budgets, Business Planning, Team Building, Financial Advisory, Salesforce.com, Financial Analysis, Strategic Planning, Event Planning, Competitive Analysis, Direct Sales, Customer Service, Relationship Management, Retirement, Online Advertising, Strategic Partnerships
Education
University of California, Davis 2000 — 2004
Bachelor of Arts, Economics
Brightpoint Insurance Group March 2009 - Present
CBH Events, LLC October 2012 - December 2014
Thomas Weisel Partners February 2007 - March 2009
Merrill Lynch February 2005 - February 2007
Skills
Medicare Supplements, Healthcare, Investments, Health Insurance, Insurance, Market Research, Business Strategy, Marketing Strategy, New Business Development, Start-ups, Online Marketing, Venues, Medicare, Event Management, Corporate Events, Fitness, CRM, Negotiation, Entrepreneurship, Finance, Lead Generation, Long-term Care, Selling, Sales, Social Media, Direct Marketing, Equities, Social Media Marketing, Investment Banking, Disability Insurance, Sales Management, Business Development, Fundraising, Sales Presentations, Leadership, Budgets, Business Planning, Team Building, Financial Advisory, Salesforce.com, Financial Analysis, Strategic Planning, Event Planning, Competitive Analysis, Direct Sales, Customer Service, Relationship Management, Retirement, Online Advertising, Strategic Partnerships
Education
University of California, Davis 2000 — 2004
Bachelor of Arts, Economics
Derek Tsai Derek Tsai's Merrill Lynch Experience April 2009 - September 2009
Job Loan Analyst at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap March 2015 - Present
Real Capital Analytics January 2015 - February 2015
Real Capital Analytics May 2013 - January 2015
Gyeongsangbuk-do Office of Education March 2012 - March 2013
Harvey & Company LLC February 2011 - June 2011
Far East National Bank March 2010 - August 2010
Merrill Lynch April 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Leadership, Social Media, Public Speaking, Marketing, Research, Market Research, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis
Education
University of California, Irvine 2007 — 2011
B.A, Business Economics with Concentration on International Issues and Economics
Marcus & Millichap March 2015 - Present
Real Capital Analytics January 2015 - February 2015
Real Capital Analytics May 2013 - January 2015
Gyeongsangbuk-do Office of Education March 2012 - March 2013
Harvey & Company LLC February 2011 - June 2011
Far East National Bank March 2010 - August 2010
Merrill Lynch April 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Leadership, Social Media, Public Speaking, Marketing, Research, Market Research, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis
Education
University of California, Irvine 2007 — 2011
B.A, Business Economics with Concentration on International Issues and Economics
Dean Wang's Merrill Lynch Experience January 2011 - June 2011
Job Business Analyst
Industry Internet
Experience
Facebook January 2015 - Present
Facebook November 2013 - December 2014
Yelp January 2013 - October 2013
Wells Fargo February 2012 - January 2013
Merrill Lynch January 2011 - June 2011
Merrill Lynch July 2010 - December 2010
Skills
Tableau, SQL, Pivot Tables, Oracle SQL Developer, Negotiation, CRM, Market Research, Finance, Microsoft Office, Social Networking, Strategy, Online Advertising, Salesforce.com, Data Analysis, Relationship Management, Marketing, Analytics, Financial Analysis, Financial Modeling, Economics, Oracle Applications, P&L Reporting, Procurement, Budget Forecasts, Budget Modeling, Vlookup, Account Management, Research, Microsoft Excel, PowerPoint, Data Visualization, Data Modeling
Education
UC Berkeley Extension
Certificate Program, Business Analysis
University of California, Davis
Bachelor of Arts (B.A.), Economics
Facebook January 2015 - Present
Facebook November 2013 - December 2014
Yelp January 2013 - October 2013
Wells Fargo February 2012 - January 2013
Merrill Lynch January 2011 - June 2011
Merrill Lynch July 2010 - December 2010
Skills
Tableau, SQL, Pivot Tables, Oracle SQL Developer, Negotiation, CRM, Market Research, Finance, Microsoft Office, Social Networking, Strategy, Online Advertising, Salesforce.com, Data Analysis, Relationship Management, Marketing, Analytics, Financial Analysis, Financial Modeling, Economics, Oracle Applications, P&L Reporting, Procurement, Budget Forecasts, Budget Modeling, Vlookup, Account Management, Research, Microsoft Excel, PowerPoint, Data Visualization, Data Modeling
Education
UC Berkeley Extension
Certificate Program, Business Analysis
University of California, Davis
Bachelor of Arts (B.A.), Economics
Raj Parikh Raj Parikh's Merrill Lynch Experience October 2011 - January 2012
Job
Industry Automotive
Experience
Deloitte September 2013 - August 2014
Deloitte June 2012 - September 2012
S3H, Inc. February 2012 - June 2012
Merrill Lynch October 2011 - January 2012
Anton Inn June 2010 - September 2010
Monterey Peninsula College June 2007 - August 2009
Skills
Microsoft Office, Automotive, Leadership, Project Management, Integration, Risk Management, Project Planning, Program Management, Microsoft Excel, Management, Internal Controls, Finance, Analysis, Data Analysis, Public Speaking, Social Media
Education
University of California, Irvine 2009 — 2013
BA, Business Economics with a minor in International Studies with a focus in Global Finance
Stevenson School 2005 — 2009
Deloitte September 2013 - August 2014
Deloitte June 2012 - September 2012
S3H, Inc. February 2012 - June 2012
Merrill Lynch October 2011 - January 2012
Anton Inn June 2010 - September 2010
Monterey Peninsula College June 2007 - August 2009
Skills
Microsoft Office, Automotive, Leadership, Project Management, Integration, Risk Management, Project Planning, Program Management, Microsoft Excel, Management, Internal Controls, Finance, Analysis, Data Analysis, Public Speaking, Social Media
Education
University of California, Irvine 2009 — 2013
BA, Business Economics with a minor in International Studies with a focus in Global Finance
Stevenson School 2005 — 2009
Eileen Qian Eileen Qian's Merrill Lynch Experience July 2014 - September 2014
Job Business and Supply Chain Data Analytics Intern at Seagate Technology
Industry Financial Services
Experience
Bloomberg LP August 2015 - Present
Seagate Technology May 2015 - Present
Weebly January 2015 - May 2015
GP Bullhound January 2015 - April 2015
Merrill Lynch July 2014 - September 2014
Phil Ting for State Assembly 2012 June 2012 - November 2012
Vuclip Inc. June 2011 - August 2011
Skills
Data Analysis, Strategic Consulting, Tableau, Microsoft Excel, Market Research, Financial Analysis, Microsoft Word, Microsoft Office, Capital IQ, PowerPoint, Research, Photoshop, Public Speaking, Marketing, Fundraising, Leadership, Event Planning, Teaching, InDesign
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S.), Business Administration Bachelor of Arts (B.A.), Statistics, Chinese Minor
Henry M. Gunn Senior High School 2009 — 2013
High School Diploma
Bloomberg LP August 2015 - Present
Seagate Technology May 2015 - Present
Weebly January 2015 - May 2015
GP Bullhound January 2015 - April 2015
Merrill Lynch July 2014 - September 2014
Phil Ting for State Assembly 2012 June 2012 - November 2012
Vuclip Inc. June 2011 - August 2011
Skills
Data Analysis, Strategic Consulting, Tableau, Microsoft Excel, Market Research, Financial Analysis, Microsoft Word, Microsoft Office, Capital IQ, PowerPoint, Research, Photoshop, Public Speaking, Marketing, Fundraising, Leadership, Event Planning, Teaching, InDesign
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S.), Business Administration Bachelor of Arts (B.A.), Statistics, Chinese Minor
Henry M. Gunn Senior High School 2009 — 2013
High School Diploma
Darnell Holloway's Merrill Lynch Experience February 2007 - September 2007
Job Director of Local Business Outreach at Yelp, Inc.
Industry Internet
Experience
Yelp, Inc. July 2013 - Present
Yelp.com May 2011 - Present
Yelp.com May 2009 - May 2011
Thomas Weisel Partners September 2007 - February 2009
Merrill Lynch February 2007 - September 2007
UC Davis February 2006 - February 2007
Skills
Salesforce.com, Analytics, Lead Generation, Investments, Equities, Entrepreneurship, SEM, Online Advertising, Start-ups, Social Media Marketing, Social Media, Marketing, Small Business, Online Marketing, Sales, Strategy, Social Networking, Strategic Partnerships
Education
University of California, Davis 2002 — 2007
BA, Political Science
Yelp, Inc. July 2013 - Present
Yelp.com May 2011 - Present
Yelp.com May 2009 - May 2011
Thomas Weisel Partners September 2007 - February 2009
Merrill Lynch February 2007 - September 2007
UC Davis February 2006 - February 2007
Skills
Salesforce.com, Analytics, Lead Generation, Investments, Equities, Entrepreneurship, SEM, Online Advertising, Start-ups, Social Media Marketing, Social Media, Marketing, Small Business, Online Marketing, Sales, Strategy, Social Networking, Strategic Partnerships
Education
University of California, Davis 2002 — 2007
BA, Political Science
Dilan Patel's Merrill Lynch Experience August 2014 - November 2014
Job Operations Finance Intern at Broadcom
Industry Banking
Experience
Broadcom January 2015 - Present
Merrill Lynch August 2014 - November 2014
Merrill Lynch June 2014 - August 2014
DaVinci Financial January 2014 - March 2014
UC Irvine Telephone Outreach Program March 2013 - June 2013
Gefen LLC January 2013 - June 2013
Boys & Girls Clubs of America May 2012 - September 2012
Comfort Inn June 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Team Leadership, Access, Outlook
Education
University of California, Irvine 2012 — 2016
Economics and Political Science, Junior
High Tech Los Angeles 2008 — 2012
High School Diploma
Broadcom January 2015 - Present
Merrill Lynch August 2014 - November 2014
Merrill Lynch June 2014 - August 2014
DaVinci Financial January 2014 - March 2014
UC Irvine Telephone Outreach Program March 2013 - June 2013
Gefen LLC January 2013 - June 2013
Boys & Girls Clubs of America May 2012 - September 2012
Comfort Inn June 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Team Leadership, Access, Outlook
Education
University of California, Irvine 2012 — 2016
Economics and Political Science, Junior
High Tech Los Angeles 2008 — 2012
High School Diploma
Edward Choe Edward Choe's Merrill Lynch Experience June 2015 - Present
Job Director, Regional Sales Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch May 2013 - June 2015
Merrill Lynch August 2011 - July 2013
Morgan Stanley Smith Barney March 2010 - June 2011
Enterprise Holdings Inc. August 2003 - March 2010
BC Info Design March 2005 - July 2009
Kelson Rood Stoll & Winkler CPA LLC February 2002 - June 2003
Skills
Estate Planning, Portfolio Management, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Investment Management, Investments, Asset Management, Management, Financial Analysis, Relationship Management, Training, Credit Analysis, Economics, Credit, Sales Management, Business Valuation, Business Process..., Board of Directors, Risk Analytics, Analysis, Leadership, Mutual Funds, Financial Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Securities, Uniform Combined State..., Equities, Financial Modeling, Financial Services, Risk Management, Finance, Financial Planning
Education
University of California, Los Angeles
Bachelor of Arts, Economics
University of California, Davis
Applied Mathematics & Music
Merrill Lynch June 2015 - Present
Merrill Lynch May 2013 - June 2015
Merrill Lynch August 2011 - July 2013
Morgan Stanley Smith Barney March 2010 - June 2011
Enterprise Holdings Inc. August 2003 - March 2010
BC Info Design March 2005 - July 2009
Kelson Rood Stoll & Winkler CPA LLC February 2002 - June 2003
Skills
Estate Planning, Portfolio Management, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Investment Management, Investments, Asset Management, Management, Financial Analysis, Relationship Management, Training, Credit Analysis, Economics, Credit, Sales Management, Business Valuation, Business Process..., Board of Directors, Risk Analytics, Analysis, Leadership, Mutual Funds, Financial Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Securities, Uniform Combined State..., Equities, Financial Modeling, Financial Services, Risk Management, Finance, Financial Planning
Education
University of California, Los Angeles
Bachelor of Arts, Economics
University of California, Davis
Applied Mathematics & Music
Sabrenna Pannacciulli Sabrenna Pannacciulli's Merrill Lynch Experience April 2003 - April 2006
Job Treasury Sales, VP at Citi
Industry Financial Services
Experience
Citi April 2006 - Present
Merrill Lynch April 2003 - April 2006
Skills
Banking, Commercial Banking, Relationship Management, Financial Analysis, Cash Management, Series 7, Investments, Series 63, Treasury Management, Financial Services
Education
University of California, Davis
Citi April 2006 - Present
Merrill Lynch April 2003 - April 2006
Skills
Banking, Commercial Banking, Relationship Management, Financial Analysis, Cash Management, Series 7, Investments, Series 63, Treasury Management, Financial Services
Education
University of California, Davis
Frank Horath Frank Horath's Merrill Lynch Experience September 1994 - January 1997
Job Social Security & Cash Flow Income Apps | Client Acquisition | CPA & Advisor Education CPE/CE
Industry Investment Management
Experience
ClientFirst Financial February 2009 - Present
ClientFirst Financial February 2008 - Present
Morgan Stanley January 1997 - February 2008
Merrill Lynch September 1994 - January 1997
International Technology January 1990 - September 1994
Univ. of Calif. @ Santa Cruz January 1986 - January 1989
Skills
Lead Generation, Financial Advisory, Email Marketing, Online Marketing, Direct Marketing, Retirement Solutions, Financial Planning, Retirement Planning, Investments, Retirement, Finance, Mutual Funds, Financial Services, Management
Education
University of California, Santa Cruz 1986 — 1989
MS, Earth Sciences
University of California, Davis
Bs, Agricultural Science
ClientFirst Financial February 2009 - Present
ClientFirst Financial February 2008 - Present
Morgan Stanley January 1997 - February 2008
Merrill Lynch September 1994 - January 1997
International Technology January 1990 - September 1994
Univ. of Calif. @ Santa Cruz January 1986 - January 1989
Skills
Lead Generation, Financial Advisory, Email Marketing, Online Marketing, Direct Marketing, Retirement Solutions, Financial Planning, Retirement Planning, Investments, Retirement, Finance, Mutual Funds, Financial Services, Management
Education
University of California, Santa Cruz 1986 — 1989
MS, Earth Sciences
University of California, Davis
Bs, Agricultural Science
Ian Chang's Merrill Lynch Experience June 2010 - September 2010
Job Digital Marketing Specialist at Merkle
Industry Marketing and Advertising
Experience
Merkle October 2014 - Present
Merkle 5th Finger January 2013 - September 2014
Locaid Technologies August 2012 - December 2012
Benetech, Inc. August 2011 - August 2012
UC Davis Freeborn Hall March 2008 - September 2011
Morgan Stanley Smith Barney January 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Skills
Social Media, Facebook, Marketing, PowerPoint, Social Networking, Email Marketing, Microsoft Office, Advertising, Event Planning, Social Media Marketing, Twitter, Microsoft Excel, Project Management, Microsoft Word, Google Analytics, Cantonese, Blogging, English, Digital Marketing, SEO, Chinese, InDesign, GIMP, Dreamweaver, Mandarin, Time Management, Public Relations, Google Docs, Spanish, Newsletters, SEM, Event Marketing, Photoshop, Illustrator, Linkedin Marketing, Display Advertising, Paid Search Campaigns, Google Adwords
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, International Relations - World Trade and Development, Chinese
Jesuit High School 2005 — 2007
Shanghai American School 1995 — 2005
Merkle October 2014 - Present
Merkle 5th Finger January 2013 - September 2014
Locaid Technologies August 2012 - December 2012
Benetech, Inc. August 2011 - August 2012
UC Davis Freeborn Hall March 2008 - September 2011
Morgan Stanley Smith Barney January 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Skills
Social Media, Facebook, Marketing, PowerPoint, Social Networking, Email Marketing, Microsoft Office, Advertising, Event Planning, Social Media Marketing, Twitter, Microsoft Excel, Project Management, Microsoft Word, Google Analytics, Cantonese, Blogging, English, Digital Marketing, SEO, Chinese, InDesign, GIMP, Dreamweaver, Mandarin, Time Management, Public Relations, Google Docs, Spanish, Newsletters, SEM, Event Marketing, Photoshop, Illustrator, Linkedin Marketing, Display Advertising, Paid Search Campaigns, Google Adwords
Education
University of California, Davis 2007 — 2011
Bachelor of Arts, International Relations - World Trade and Development, Chinese
Jesuit High School 2005 — 2007
Shanghai American School 1995 — 2005
Edward P. Caballero's Merrill Lynch Experience March 2011 - Present
Job Private Wealth Management
Industry Higher Education
Experience
Merrill Lynch March 2011 - Present
UC Davis July 2010 - April 2011
Skills
Investments, Financial Analysis, Financial Modeling, Wealth Management..., Strategic Financial..., Financial Services, Economics, FINRA, Finance, Portfolio Management
Education
University of California, Davis 2008 — 2011
Bachelors of Social Science, Economics and Communication
Merrill Lynch March 2011 - Present
UC Davis July 2010 - April 2011
Skills
Investments, Financial Analysis, Financial Modeling, Wealth Management..., Strategic Financial..., Financial Services, Economics, FINRA, Finance, Portfolio Management
Education
University of California, Davis 2008 — 2011
Bachelors of Social Science, Economics and Communication
Garrett Lynch's Merrill Lynch Experience June 2009 - November 2009
Job Strategic Accounts Development | MBA Candidate
Industry Electrical/Electronic Manufacturing
Experience
Nexsun Electronics, Inc. May 2012 - Present
Suntsu Frequency Control, Inc. December 2011 - Present
Lynch Family Avocado Farm February 2000 - Present
REO World, Inc November 2010 - June 2011
UC Irvine Guest and Event Services April 2007 - September 2010
Enterprise Rent-A-Car December 2009 - March 2010
Merrill Lynch June 2009 - November 2009
Skills
Sales, Marketing, Management, Microsoft Excel, Facebook, Photoshop, Sales Process, Market Research, Public Speaking, Training, Human Resources, Sales Management, Recruiting, Fundraising, PowerPoint, Team Leadership, Teamwork, Outlook, Research, Public Relations, Event Planning, Interviews, Inventory Management, Analytics
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Esperanza High School 2002 — 2006
High School
Nexsun Electronics, Inc. May 2012 - Present
Suntsu Frequency Control, Inc. December 2011 - Present
Lynch Family Avocado Farm February 2000 - Present
REO World, Inc November 2010 - June 2011
UC Irvine Guest and Event Services April 2007 - September 2010
Enterprise Rent-A-Car December 2009 - March 2010
Merrill Lynch June 2009 - November 2009
Skills
Sales, Marketing, Management, Microsoft Excel, Facebook, Photoshop, Sales Process, Market Research, Public Speaking, Training, Human Resources, Sales Management, Recruiting, Fundraising, PowerPoint, Team Leadership, Teamwork, Outlook, Research, Public Relations, Event Planning, Interviews, Inventory Management, Analytics
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Esperanza High School 2002 — 2006
High School
Ryan Moayedi's Merrill Lynch Experience March 2010 - June 2010
Job Analyst at Analysis Group
Industry Financial Services
Experience
Milken Institute April 2014 - April 2014
Frank M. Homes, Inc. July 2013 - April 2014
FMV Opinions, Inc. June 2012 - July 2013
Global Hunter Securities, LLC June 2011 - September 2011
CEO Advisor January 2011 - September 2011
Merrill Lynch March 2010 - June 2010
Merrill Lynch September 2008 - December 2008
Hicks Park, LLP June 2008 - September 2008
County of Los Angeles June 2008 - September 2008
Skills
PowerPoint, Excel, Financial Modeling, Financial Analysis, Valuation, Equity Research, Investments, Market Research, Corporate Finance, Competitive Analysis, Portfolio Management, Forecasting, Equities, Financial Statement..., Data Analysis, Equity Valuation, Analysis, Finance, Microsoft Excel, Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration, Finance
UC Irvine
Bachelor of Science (B.S.), Business/Managerial Economics
Milken Institute April 2014 - April 2014
Frank M. Homes, Inc. July 2013 - April 2014
FMV Opinions, Inc. June 2012 - July 2013
Global Hunter Securities, LLC June 2011 - September 2011
CEO Advisor January 2011 - September 2011
Merrill Lynch March 2010 - June 2010
Merrill Lynch September 2008 - December 2008
Hicks Park, LLP June 2008 - September 2008
County of Los Angeles June 2008 - September 2008
Skills
PowerPoint, Excel, Financial Modeling, Financial Analysis, Valuation, Equity Research, Investments, Market Research, Corporate Finance, Competitive Analysis, Portfolio Management, Forecasting, Equities, Financial Statement..., Data Analysis, Equity Valuation, Analysis, Finance, Microsoft Excel, Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration, Finance
UC Irvine
Bachelor of Science (B.S.), Business/Managerial Economics
Bram Kaplan Bram Kaplan's Merrill Lynch Experience April 2008 - November 2009
Job Equity Derivatives Strategist at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan November 2009 - Present
Merrill Lynch April 2008 - November 2009
Hewitt Associates September 2003 - March 2007
Skills
Derivatives, Pensions, Options, Equity Derivatives, Hedge Funds, Structured Products, Equities, Quantitative Finance, Bloomberg, Investments
Education
University of California, Berkeley, Haas School of Business 2007 — 2008
Masters, Financial Engineering
University of Waterloo 1998 — 2003
B. Math, Actuarial Science
J.P. Morgan November 2009 - Present
Merrill Lynch April 2008 - November 2009
Hewitt Associates September 2003 - March 2007
Skills
Derivatives, Pensions, Options, Equity Derivatives, Hedge Funds, Structured Products, Equities, Quantitative Finance, Bloomberg, Investments
Education
University of California, Berkeley, Haas School of Business 2007 — 2008
Masters, Financial Engineering
University of Waterloo 1998 — 2003
B. Math, Actuarial Science
John Houlberg John Houlberg's Merrill Lynch Experience July 2004 - February 2011
Job Executive Director Global Markets and Investment Banking JP Morgan
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Merrill Lynch & Co. August 2009 - March 2012
Merrill Lynch July 2004 - February 2011
Skills
Series 7, Equities, Valuation, Investments, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Asset Management, Investment Management, Investment Banking
Education
University of California, Davis 2000 — 2004
BA, Economics
Acalanes high school
JPMorgan Chase March 2012 - Present
Merrill Lynch & Co. August 2009 - March 2012
Merrill Lynch July 2004 - February 2011
Skills
Series 7, Equities, Valuation, Investments, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Asset Management, Investment Management, Investment Banking
Education
University of California, Davis 2000 — 2004
BA, Economics
Acalanes high school
James Kim, CPA, JD, MBA's Merrill Lynch Experience August 1998 - September 2000
Job M&A and Corporate Finance Professional
Industry Financial Services
Experience
Electronic Recylers International, Inc. February 2015 - Present
Managing Director September 2014 - January 2015
Greif & Co. April 2001 - June 2014
Bank of America September 2000 - April 2001
Merrill Lynch August 1998 - September 2000
Skills
Investment Banking, Mergers, Corporate Finance, Financial Modeling, Valuation, Corporate Development, Private Equity, LBO, Mergers & Acquisitions, M&A experience, Investments, Start-ups, Capital Markets, Due Diligence, IPO, Venture Capital, Business Valuation
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
University of California, Davis - School of Law
JD, Law
University of California, Berkeley, Haas School of Business
BS, Business Administration
Electronic Recylers International, Inc. February 2015 - Present
Managing Director September 2014 - January 2015
Greif & Co. April 2001 - June 2014
Bank of America September 2000 - April 2001
Merrill Lynch August 1998 - September 2000
Skills
Investment Banking, Mergers, Corporate Finance, Financial Modeling, Valuation, Corporate Development, Private Equity, LBO, Mergers & Acquisitions, M&A experience, Investments, Start-ups, Capital Markets, Due Diligence, IPO, Venture Capital, Business Valuation
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
University of California, Davis - School of Law
JD, Law
University of California, Berkeley, Haas School of Business
BS, Business Administration
Bob Krieger Bob Krieger's Merrill Lynch Experience August 1996 - August 2009
Job Owner/Financial Advisor at Perennial Pension & Wealth, Inc.
Industry Financial Services
Experience
Perennial Pension & Wealth, Inc. August 2009 - Present
Merrill Lynch August 1996 - August 2009
Skills
Retirement Planning, Pensions, Wealth, Securities, Finance, Wealth Management..., Financial Risk, Investments, Retirement, 401k, Mutual Funds, Financial Advisory, Estate Planning, Wealth Management, New Business Development, Strategic Planning, Small Business, Marketing, Public Speaking, Investment Advisory, Fixed Annuities, Asset Allocation, Retirement Plan..., Investment Strategies, Financial Planners, IRAs, Series 63, Alternative Investments, Strategic Financial..., Series 7, Variable Annuities, Long-term Care, Life Insurance, Financial Planning
Education
University of California, Davis 1987 — 1991
Bachelor of Science (BS), Physiology
Perennial Pension & Wealth, Inc. August 2009 - Present
Merrill Lynch August 1996 - August 2009
Skills
Retirement Planning, Pensions, Wealth, Securities, Finance, Wealth Management..., Financial Risk, Investments, Retirement, 401k, Mutual Funds, Financial Advisory, Estate Planning, Wealth Management, New Business Development, Strategic Planning, Small Business, Marketing, Public Speaking, Investment Advisory, Fixed Annuities, Asset Allocation, Retirement Plan..., Investment Strategies, Financial Planners, IRAs, Series 63, Alternative Investments, Strategic Financial..., Series 7, Variable Annuities, Long-term Care, Life Insurance, Financial Planning
Education
University of California, Davis 1987 — 1991
Bachelor of Science (BS), Physiology
Marissa O'Meally's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Caliber Magazine January 2012 - May 2014
UC Berkeley August 2010 - May 2014
M&C Saatchi June 2013 - August 2013
Kurtzman Carson Consultants LLC June 2012 - August 2012
Janney Montgomery Scott June 2011 - August 2011
Kismet Capital Advisors June 2010 - August 2011
Skills
Coaching, Teaching, Management, Advertising
Education
UC Berkeley Haas School of Business 2010 — 2014
Business Administration and Management, General, Sophomore
Merrill Lynch July 2014 - Present
Caliber Magazine January 2012 - May 2014
UC Berkeley August 2010 - May 2014
M&C Saatchi June 2013 - August 2013
Kurtzman Carson Consultants LLC June 2012 - August 2012
Janney Montgomery Scott June 2011 - August 2011
Kismet Capital Advisors June 2010 - August 2011
Skills
Coaching, Teaching, Management, Advertising
Education
UC Berkeley Haas School of Business 2010 — 2014
Business Administration and Management, General, Sophomore
Michael Trudgeon Michael Trudgeon's Merrill Lynch Experience June 2011 - August 2011
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Haas School of Business - YEAH July 2011 - Present
J.P. Morgan May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Luxfer June 2010 - July 2010
Skills
Financial Modeling
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science, Business Administration
J.P. Morgan July 2013 - Present
Haas School of Business - YEAH July 2011 - Present
J.P. Morgan May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Luxfer June 2010 - July 2010
Skills
Financial Modeling
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science, Business Administration
Reza Manshouri Reza Manshouri's Merrill Lynch Experience October 2012 - Present
Job Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Morgan Stanley October 2002 - October 2012
Martin Wolf Securities June 2000 - October 2002
Skills
Wealth Management, Alternative Investments, Commodity, Private Equity, Hedge Funds, Personal Financial..., Managed Futures, ETFs, MLP, Investment Management, Asset Allocation, Equities, Fixed Income
Education
University of San Diego 1998 — 2000
MBA, Marketing & Finance
University of California, Davis
BA, Political Science
Merrill Lynch October 2012 - Present
Morgan Stanley October 2002 - October 2012
Martin Wolf Securities June 2000 - October 2002
Skills
Wealth Management, Alternative Investments, Commodity, Private Equity, Hedge Funds, Personal Financial..., Managed Futures, ETFs, MLP, Investment Management, Asset Allocation, Equities, Fixed Income
Education
University of San Diego 1998 — 2000
MBA, Marketing & Finance
University of California, Davis
BA, Political Science
Polomi Batra's Merrill Lynch Experience June 2007 - August 2007
Job Product Marketing Manager at Check Point Software Technologies
Industry Market Research
Experience
Check Point Software Technologies January 2014 - Present
IBM August 2010 - January 2014
Blade Network Technologies August 2010 - September 2010
Department of Agricultural & Resource Economics September 2009 - December 2009
Merrill Lynch June 2007 - August 2007
Myndnet June 2007 - August 2007
Skills
Product Management, Social Media, Demand Generation, Product Marketing, Sales Enablement, Competitive Analysis, Lead Generation, Social Media Marketing, Email Marketing, Cloud Computing, Salesforce.com, Strategy, Online Advertising, SEO, Marketing, New Business Development, Management, PPC, Analytics
Education
University of California, Davis 2009 — 2010
Masters of Science, Development and Agricultural Economics
University of California, Davis 2005 — 2009
Bachelors, Managerial Economics
IBM System Networking Top Gun Training 2013
Check Point Software Technologies January 2014 - Present
IBM August 2010 - January 2014
Blade Network Technologies August 2010 - September 2010
Department of Agricultural & Resource Economics September 2009 - December 2009
Merrill Lynch June 2007 - August 2007
Myndnet June 2007 - August 2007
Skills
Product Management, Social Media, Demand Generation, Product Marketing, Sales Enablement, Competitive Analysis, Lead Generation, Social Media Marketing, Email Marketing, Cloud Computing, Salesforce.com, Strategy, Online Advertising, SEO, Marketing, New Business Development, Management, PPC, Analytics
Education
University of California, Davis 2009 — 2010
Masters of Science, Development and Agricultural Economics
University of California, Davis 2005 — 2009
Bachelors, Managerial Economics
IBM System Networking Top Gun Training 2013
Eric Haeussler, CFA Eric Haeussler, CFA's Merrill Lynch Experience July 2008 - August 2008
Job Investment Banking Analyst at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities April 2013 - Present
J.P. Morgan Asset Management July 2011 - March 2013
UC Berkeley September 2007 - April 2011
J.P. Morgan Asset Management June 2010 - August 2010
Merrill Lynch July 2008 - August 2008
Skills
Portfolio Management, Series 63, Financial Modeling, Bloomberg, Valuation, Data Analysis, Financial Analysis, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg Terminal, Investments, Private Equity, Microsoft Excel, Business Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S. Business Admnistration, Business/Finance
Pacific Crest Securities April 2013 - Present
J.P. Morgan Asset Management July 2011 - March 2013
UC Berkeley September 2007 - April 2011
J.P. Morgan Asset Management June 2010 - August 2010
Merrill Lynch July 2008 - August 2008
Skills
Portfolio Management, Series 63, Financial Modeling, Bloomberg, Valuation, Data Analysis, Financial Analysis, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg Terminal, Investments, Private Equity, Microsoft Excel, Business Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S. Business Admnistration, Business/Finance
Dennis Yu Dennis Yu's Merrill Lynch Experience 1999 - 2000
Job Director of Business Development at Society6
Industry Consumer Goods
Experience
Society6 2015 - Present
Uncommon 2013 - Present
Incase Design 2013 - 2013
Natural Selection Agency 2006 - 2013
Red Face Athleticwear 2004 - 2005
RP55 Group 2002 - 2004
Los Angeles Downtown News January 2000 - January 2002
Merrill Lynch 1999 - 2000
Skills
Brand Development, Merchandising, Retail, Sales, Strategy, Fashion, Marketing, Business Development, Management, Apparel, Sales Operations, Leadership, Sales Management, Trend Analysis, Social Media Marketing, Start-ups, Creative Direction, Entrepreneurship, Marketing Strategy
Education
University of Southern California - Marshall School of Business
Executive MBA
University of California, Irvine
BA, Economics
Society6 2015 - Present
Uncommon 2013 - Present
Incase Design 2013 - 2013
Natural Selection Agency 2006 - 2013
Red Face Athleticwear 2004 - 2005
RP55 Group 2002 - 2004
Los Angeles Downtown News January 2000 - January 2002
Merrill Lynch 1999 - 2000
Skills
Brand Development, Merchandising, Retail, Sales, Strategy, Fashion, Marketing, Business Development, Management, Apparel, Sales Operations, Leadership, Sales Management, Trend Analysis, Social Media Marketing, Start-ups, Creative Direction, Entrepreneurship, Marketing Strategy
Education
University of Southern California - Marshall School of Business
Executive MBA
University of California, Irvine
BA, Economics
Daniel Jue Daniel Jue's Merrill Lynch Experience January 2006 - June 2007
Job Senior Analyst, Sales Operations at LinkedIn
Industry E-Learning
Experience
LinkedIn May 2015 - Present
SunPower Corporation August 2013 - April 2015
Pacific Gas and Electric Company February 2013 - August 2013
Ernst & Young September 2011 - February 2013
Surplus Line Association of California September 2008 - September 2011
Merrill Lynch January 2006 - June 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, QuickBooks, SAP BW, SAP Financial, Salesforce.com
Education
University of California, Davis
Bachelor of Science, Managerial Economics
LinkedIn May 2015 - Present
SunPower Corporation August 2013 - April 2015
Pacific Gas and Electric Company February 2013 - August 2013
Ernst & Young September 2011 - February 2013
Surplus Line Association of California September 2008 - September 2011
Merrill Lynch January 2006 - June 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, QuickBooks, SAP BW, SAP Financial, Salesforce.com
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Jessica Mueller, RD Jessica Mueller, RD's Merrill Lynch Experience 1999 - 2006
Job Senior Health Educator, Registered Dietitian Medical Weight Mgt at Kaiser Permanente
Industry Health, Wellness and Fitness
Experience
Simply Balanced Nutrition & Wellness September 2011 - Present
Kaiser Permanente 2011 - Present
UC Davis Medical Center 2010 - 2011
Merrill Lynch 1999 - 2006
Skills
Medical Nutrition..., Clinical Nutrition, Nutrition Consulting, Meal Planning, Food Allergies
Education
University of California, Davis
Clinical Nutrition, Clinical Nutrition/Nutritionist
Simply Balanced Nutrition & Wellness September 2011 - Present
Kaiser Permanente 2011 - Present
UC Davis Medical Center 2010 - 2011
Merrill Lynch 1999 - 2006
Skills
Medical Nutrition..., Clinical Nutrition, Nutrition Consulting, Meal Planning, Food Allergies
Education
University of California, Davis
Clinical Nutrition, Clinical Nutrition/Nutritionist
Arnold Oji's Merrill Lynch Experience July 1986 - August 1997
Job
Industry Information Technology and Services
Experience
SAS Institute, Inc July 2011 - Present
First Data Corporation June 2008 - July 2011
Fair Isaac February 2007 - April 2008
Market Metrix October 2006 - January 2007
Fair Isaac June 2004 - October 2006
FusionStorm September 1998 - May 2004
Oracle September 1997 - September 1998
Merrill Lynch July 1986 - August 1997
Education
University of California, Davis 1980 — 1984
BA, Economics
SAS Institute, Inc July 2011 - Present
First Data Corporation June 2008 - July 2011
Fair Isaac February 2007 - April 2008
Market Metrix October 2006 - January 2007
Fair Isaac June 2004 - October 2006
FusionStorm September 1998 - May 2004
Oracle September 1997 - September 1998
Merrill Lynch July 1986 - August 1997
Education
University of California, Davis 1980 — 1984
BA, Economics
Romer Blanquera, CRPC®'s Merrill Lynch Experience June 2007 - Present
Job
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Investors Bank and Trust February 2007 - April 2007
E*TRADE Financial September 1999 - November 2006
Skills
Notary Public, Securities, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Call Centers, Investments, Asset Allocation, Retirement, Trading, Banking, Investment Advisory, ETFs, Equity Trading, Fixed Income, Electronic Trading, Equities, Financial Advisory, Investment Strategies, 401k, CRPC, IRAs
Education
University of California, Davis 1993 — 1998
Merrill Lynch June 2007 - Present
Investors Bank and Trust February 2007 - April 2007
E*TRADE Financial September 1999 - November 2006
Skills
Notary Public, Securities, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Call Centers, Investments, Asset Allocation, Retirement, Trading, Banking, Investment Advisory, ETFs, Equity Trading, Fixed Income, Electronic Trading, Equities, Financial Advisory, Investment Strategies, 401k, CRPC, IRAs
Education
University of California, Davis 1993 — 1998
Kenneth Lee's Merrill Lynch Experience September 2004 - September 2005
Job Recruiting Manager at Scaled Inference
Industry Staffing and Recruiting
Experience
Scaled Inference August 2015 - Present
Pixybooth Photobooth Entertainment January 2011 - Present
Google April 2012 - August 2015
Google January 2011 - August 2015
Google April 2010 - April 2012
Robert Half Technology January 2010 - March 2010
Robert Half Technology August 2006 - December 2009
UC Davis - Learning Resource Center April 2004 - June 2006
Target June 2005 - September 2005
Merrill Lynch September 2004 - September 2005
Skills
Technical Recruiting, Account Management, Cold Calling, Search, Teamwork, Recruiting, Sales, Training, Networking, Sourcing, Temporary Placement, Interviews, Hiring, Onboarding, Applicant Tracking..., Human Resources, Strategy, Talent Management, Leadership, Screening, Management, Internet Recruiting, Team Leadership, College Recruiting, Contract Recruitment, Talent Acquisition, Screening Resumes, Executive Search, Staffing Services, SDLC
Education
University of California, Davis 2002 — 2006
Bachelor of Science, Managerial Economics (Business)
American International School
Athenian School
High School Diploma
Scaled Inference August 2015 - Present
Pixybooth Photobooth Entertainment January 2011 - Present
Google April 2012 - August 2015
Google January 2011 - August 2015
Google April 2010 - April 2012
Robert Half Technology January 2010 - March 2010
Robert Half Technology August 2006 - December 2009
UC Davis - Learning Resource Center April 2004 - June 2006
Target June 2005 - September 2005
Merrill Lynch September 2004 - September 2005
Skills
Technical Recruiting, Account Management, Cold Calling, Search, Teamwork, Recruiting, Sales, Training, Networking, Sourcing, Temporary Placement, Interviews, Hiring, Onboarding, Applicant Tracking..., Human Resources, Strategy, Talent Management, Leadership, Screening, Management, Internet Recruiting, Team Leadership, College Recruiting, Contract Recruitment, Talent Acquisition, Screening Resumes, Executive Search, Staffing Services, SDLC
Education
University of California, Davis 2002 — 2006
Bachelor of Science, Managerial Economics (Business)
American International School
Athenian School
High School Diploma
Lin-Chuan Lee's Merrill Lynch Experience May 2006 - September 2009
Job Software Developer at Property Radar
Industry Financial Services
Experience
Property Radar March 2014 - Present
Tower Research Capital September 2009 - August 2013
Merrill Lynch May 2006 - September 2009
Morgan Stanley December 2000 - May 2006
Wells Fargo May 2000 - November 2000
Spinner.com June 1999 - May 2000
Providian Financial July 1998 - June 1999
Wells Fargo October 1997 - July 1998
Informix January 1997 - October 1997
Empart Technologies February 1995 - December 1996
Skills
MySQL, SQL, Data Modeling, Equities, Reference Data, Bloomberg, Databases, Database Design, MongoDB, Compustat, Python, Unix, Options, Perl, Fixed Income
Education
University of California, Davis 1990 — 1995
Property Radar March 2014 - Present
Tower Research Capital September 2009 - August 2013
Merrill Lynch May 2006 - September 2009
Morgan Stanley December 2000 - May 2006
Wells Fargo May 2000 - November 2000
Spinner.com June 1999 - May 2000
Providian Financial July 1998 - June 1999
Wells Fargo October 1997 - July 1998
Informix January 1997 - October 1997
Empart Technologies February 1995 - December 1996
Skills
MySQL, SQL, Data Modeling, Equities, Reference Data, Bloomberg, Databases, Database Design, MongoDB, Compustat, Python, Unix, Options, Perl, Fixed Income
Education
University of California, Davis 1990 — 1995
William B. Gerard, CFP®, ACC's Merrill Lynch Experience June 2012 - Present
Job Practice Management Consultant at Merrill Lynch, Certified Coach
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Pershing April 2011 - June 2012
Citi Personal Wealth Management June 2005 - April 2011
Citi Smith Barney March 2004 - June 2005
Charles Schwab January 2002 - March 2004
VanBuren Securities January 1997 - January 2002
Charles Schwab January 1990 - January 1997
Skills
Associate Certified..., Certified Financial..., Series 24, DISC, Team Performance, Sales Trainings, Wealth Management
Education
University of California, Davis 1985 — 1989
Bachelor of Science, Managerial Economics
Merrill Lynch June 2012 - Present
Pershing April 2011 - June 2012
Citi Personal Wealth Management June 2005 - April 2011
Citi Smith Barney March 2004 - June 2005
Charles Schwab January 2002 - March 2004
VanBuren Securities January 1997 - January 2002
Charles Schwab January 1990 - January 1997
Skills
Associate Certified..., Certified Financial..., Series 24, DISC, Team Performance, Sales Trainings, Wealth Management
Education
University of California, Davis 1985 — 1989
Bachelor of Science, Managerial Economics
Doug Man's Merrill Lynch Experience February 2008 - Present
Job Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Morgan Stanley January 2007 - October 2007
Education
UC Davis
Merrill Lynch February 2008 - Present
Morgan Stanley January 2007 - October 2007
Education
UC Davis
Andrew McComas's Merrill Lynch Experience March 1996 - April 1998
Job Sr. Financial Systems Analyst focused on Business Intelligence/Reporting
Industry Financial Services
Experience
Franklin Templeton Investments November 2007 - Present
Franklin Templeton Investments April 2006 - November 2007
Franklin Templeton Investments August 2005 - April 2006
Franklin Templeton Investments June 2000 - August 2005
Franklin Templeton Investments July 1998 - June 2000
Merrill Lynch March 1996 - April 1998
Skills
Powerplay, Analysis Studio, Transformer, Cognos, SQL, VBA, Access, Cubes, Business Intelligence, HTML, Access Manager, Windows, Cognos Report Studio, Query Studio, Dashboard, Databases, Business Intelligence..., Toad, Event Studio, Database Design, Analysis, Business Analysis
Education
UC Davis Extension 2004 — 2006
Information Technology Management Certificate, with a Concentration in Database Management.
University of California, Davis 1991 — 1995
BS, Agricultural Economics, with special emphasis in Managerial Economics.
Fremont HIgh school 1984 — 1988
Franklin Templeton Investments November 2007 - Present
Franklin Templeton Investments April 2006 - November 2007
Franklin Templeton Investments August 2005 - April 2006
Franklin Templeton Investments June 2000 - August 2005
Franklin Templeton Investments July 1998 - June 2000
Merrill Lynch March 1996 - April 1998
Skills
Powerplay, Analysis Studio, Transformer, Cognos, SQL, VBA, Access, Cubes, Business Intelligence, HTML, Access Manager, Windows, Cognos Report Studio, Query Studio, Dashboard, Databases, Business Intelligence..., Toad, Event Studio, Database Design, Analysis, Business Analysis
Education
UC Davis Extension 2004 — 2006
Information Technology Management Certificate, with a Concentration in Database Management.
University of California, Davis 1991 — 1995
BS, Agricultural Economics, with special emphasis in Managerial Economics.
Fremont HIgh school 1984 — 1988
Carol J Burton, CFP(TM)'s Merrill Lynch Experience 1984 - 1990
Job Founder and Principal Wake Robin Financial Advisors
Industry Financial Services
Experience
Carol J. Burton CFP(TM) 1990 - Present
Merrill Lynch 1984 - 1990
Paramount Financial Services 1982 - 1983
Skills
Retirement Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Wealth Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1979 — 1981
Bachelor of Science School of Business Administration, Finance and Economics
Carol J. Burton CFP(TM) 1990 - Present
Merrill Lynch 1984 - 1990
Paramount Financial Services 1982 - 1983
Skills
Retirement Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Wealth Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1979 — 1981
Bachelor of Science School of Business Administration, Finance and Economics
Jerry Vaysman's Merrill Lynch Experience May 2003 - June 2004
Job Financial Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Union Bank January 2011 - June 2014
Union Bank February 2009 - January 2011
Union Bank March 2007 - February 2009
Richmond American Homes 2005 - 2006
Pathway Capital Management July 2004 - November 2004
Merrill Lynch May 2003 - June 2004
Skills
Strategic Planning, Financial Modeling, Corporate Development, Valuation, Corporate Finance, Market Research, Competitive Analysis, Due Diligence
Education
University of California, Irvine 2001 — 2005
Economics, Business Management
Wells Fargo July 2014 - Present
Union Bank January 2011 - June 2014
Union Bank February 2009 - January 2011
Union Bank March 2007 - February 2009
Richmond American Homes 2005 - 2006
Pathway Capital Management July 2004 - November 2004
Merrill Lynch May 2003 - June 2004
Skills
Strategic Planning, Financial Modeling, Corporate Development, Valuation, Corporate Finance, Market Research, Competitive Analysis, Due Diligence
Education
University of California, Irvine 2001 — 2005
Economics, Business Management
Jay Vleeschhouwer's Merrill Lynch Experience February 1998 - December 2008
Job Managing Director at Griffin Securities
Industry Financial Services
Experience
Griffin Securities April 2011 - Present
Ticonderoga Securities LLC November 2009 - May 2010
Merrill Lynch February 1998 - December 2008
Bear Stearns 1988 - 1990
Cantor Fitzgerald & Co. 1983 - 1986
CMB Investment Counselors 1981 - 1982
Trust Company of the West 1980 - 1981
Skills
Financial Modeling, Valuation, Equity Research, Venture Capital, Equities, Capital Markets, Enterprise Software, Mergers & Acquisitions, Corporate Finance, Private Equity, Investment Banking, Investments, Due Diligence, Corporate Development, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Finance, International Business
University of California, Los Angeles 1974 — 1978
BA, Economics, Political Science
Griffin Securities April 2011 - Present
Ticonderoga Securities LLC November 2009 - May 2010
Merrill Lynch February 1998 - December 2008
Bear Stearns 1988 - 1990
Cantor Fitzgerald & Co. 1983 - 1986
CMB Investment Counselors 1981 - 1982
Trust Company of the West 1980 - 1981
Skills
Financial Modeling, Valuation, Equity Research, Venture Capital, Equities, Capital Markets, Enterprise Software, Mergers & Acquisitions, Corporate Finance, Private Equity, Investment Banking, Investments, Due Diligence, Corporate Development, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Finance, International Business
University of California, Los Angeles 1974 — 1978
BA, Economics, Political Science
Candice Wiegand's Merrill Lynch Experience January 2003 - Present
Job CRPC®
Industry Financial Services
Experience
Merrill Lynch January 2003 - Present
Montgomery Asset Management August 2002 - December 2002
Skills
Research, Organization Skills, Self-management, Communication, Data Analysis, Data Entry, Data Management, Workflow Management, Teamwork, Project Planning, Time Management
Education
University of California, Davis 1998 — 2001
BS, Psychology
Merrill Lynch January 2003 - Present
Montgomery Asset Management August 2002 - December 2002
Skills
Research, Organization Skills, Self-management, Communication, Data Analysis, Data Entry, Data Management, Workflow Management, Teamwork, Project Planning, Time Management
Education
University of California, Davis 1998 — 2001
BS, Psychology
Michelle (Sze) Curtis's Merrill Lynch Experience June 2006 - September 2006
Job People Programs at Google
Industry Human Resources
Experience
Google June 2012 - Present
Google March 2010 - June 2012
Duff & Phelps, LLC July 2007 - March 2010
Merrill Lynch June 2006 - September 2006
The California Aggie June 2005 - June 2006
The California Aggie September 2004 - June 2005
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Talent Management, Financial Modeling, Management, Microsoft Excel
Education
University of California, Davis
B.S., Managerial Economics
Google June 2012 - Present
Google March 2010 - June 2012
Duff & Phelps, LLC July 2007 - March 2010
Merrill Lynch June 2006 - September 2006
The California Aggie June 2005 - June 2006
The California Aggie September 2004 - June 2005
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Talent Management, Financial Modeling, Management, Microsoft Excel
Education
University of California, Davis
B.S., Managerial Economics
Kenneth Thomas Alarcon's Merrill Lynch Experience June 1993 - June 1996
Job Audio, Video, Web, and Entertainment.
Industry Information Technology and Services
Experience
Electro Scan Inc. 2012 - Present
Sound Management, Inc. January 2000 - August 2008
Washington Mutual June 1996 - October 1998
Merrill Lynch June 1993 - June 1996
Skills
Management, Entrepreneurship, Marketing Strategy, Start-ups, Project Management, Strategic Planning
Education
University of California, Davis 1990 — 1993
B.S., Managerial Economics
Electro Scan Inc. 2012 - Present
Sound Management, Inc. January 2000 - August 2008
Washington Mutual June 1996 - October 1998
Merrill Lynch June 1993 - June 1996
Skills
Management, Entrepreneurship, Marketing Strategy, Start-ups, Project Management, Strategic Planning
Education
University of California, Davis 1990 — 1993
B.S., Managerial Economics
Karan Pannu's Merrill Lynch Experience 2006 - 2008
Job Sr. Financial Analyst at UCI Medical Affiliates
Industry Financial Services
Experience
UCI Medical Affiliates June 2014 - Present
Elite Financial March 2011 - Present
Capital Group July 2012 - July 2013
Deutsche Bank June 2011 - August 2012
State Street / IMS May 2008 - February 2011
Merrill Lynch 2006 - 2008
E*TRADE Financial February 2005 - May 2006
Skills
Derivatives, Mortgage Lending, Equities, Loans, Hedge Funds, Swaps, Finance, Bonds, Investments, Real Estate Transactions, Credit, Banking, Corporate Actions, Trading, Funding, Business Analysis, Securities, Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Valuation, First Time Home Buyers, Listings, Financial Services, Fitness Training, Sellers, Buyers, Middle Office, Kuali Financial System
Education
University of California, Irvine 2000 — 2004
UCI Medical Affiliates June 2014 - Present
Elite Financial March 2011 - Present
Capital Group July 2012 - July 2013
Deutsche Bank June 2011 - August 2012
State Street / IMS May 2008 - February 2011
Merrill Lynch 2006 - 2008
E*TRADE Financial February 2005 - May 2006
Skills
Derivatives, Mortgage Lending, Equities, Loans, Hedge Funds, Swaps, Finance, Bonds, Investments, Real Estate Transactions, Credit, Banking, Corporate Actions, Trading, Funding, Business Analysis, Securities, Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Valuation, First Time Home Buyers, Listings, Financial Services, Fitness Training, Sellers, Buyers, Middle Office, Kuali Financial System
Education
University of California, Irvine 2000 — 2004
Benjamin Portnoy, CFA's Merrill Lynch Experience February 2013 - Present
Job Senior Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch January 2011 - February 2013
Morgan Stanley Smith Barney June 2004 - December 2010
Davis Skaggs Investment Management 2002 - 2004
Skills
Investments, Portfolios, Wealth Management, Financial Planning, Fixed Income, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Mutual Funds, 401k, Economics, High Net Worth..., Mortgage, Series 63, Asset Allocation, Series 66, ETFs
Education
University of California, Davis 1993 — 1998
Bachelor of Science (B.S.), Economics, Exercise Physiology
Merrill Lynch February 2013 - Present
Merrill Lynch January 2011 - February 2013
Morgan Stanley Smith Barney June 2004 - December 2010
Davis Skaggs Investment Management 2002 - 2004
Skills
Investments, Portfolios, Wealth Management, Financial Planning, Fixed Income, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Mutual Funds, 401k, Economics, High Net Worth..., Mortgage, Series 63, Asset Allocation, Series 66, ETFs
Education
University of California, Davis 1993 — 1998
Bachelor of Science (B.S.), Economics, Exercise Physiology
Cecilia Pang's Merrill Lynch Experience February 2001 - June 2003
Job Head of FP&A at Stripe
Industry Internet
Experience
Stripe August 2015 - Present
Facebook March 2014 - August 2015
Facebook May 2011 - March 2014
Genentech March 2009 - May 2011
Genentech July 2005 - March 2009
Genentech February 2004 - July 2005
Merrill Lynch February 2001 - June 2003
Skills
Financial Modeling, Forecasting, Investment Banking, Analysis, Corporate Finance, Project Finance, Management, Business Strategy, Valuation, Cross-functional Team..., Finance
Education
University of California, Berkeley, Haas School of Business
MBA
University of California, Berkeley, Haas School of Business
BS
Stripe August 2015 - Present
Facebook March 2014 - August 2015
Facebook May 2011 - March 2014
Genentech March 2009 - May 2011
Genentech July 2005 - March 2009
Genentech February 2004 - July 2005
Merrill Lynch February 2001 - June 2003
Skills
Financial Modeling, Forecasting, Investment Banking, Analysis, Corporate Finance, Project Finance, Management, Business Strategy, Valuation, Cross-functional Team..., Finance
Education
University of California, Berkeley, Haas School of Business
MBA
University of California, Berkeley, Haas School of Business
BS
Lesley Sy's Merrill Lynch Experience 1998 - Present
Job Hd Svc Support Controller at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 1998 - Present
Education
University of California, Davis 1993 — 1997
BS, Agricultural and Managerial Economics
Saint Jude Catholic School 1980 — 1993
Abraham Lincoln High School
Merrill Lynch 1998 - Present
Education
University of California, Davis 1993 — 1997
BS, Agricultural and Managerial Economics
Saint Jude Catholic School 1980 — 1993
Abraham Lincoln High School
Scott Toomasson's Merrill Lynch Experience May 2008 - April 2009
Job Client Relationship Manager at Private Capital Management Associates, LLC
Industry Financial Services
Experience
Private Capital Management Associates, LLC August 2009 - Present
Merrill Lynch May 2008 - April 2009
Goldman Sachs January 2008 - April 2008
UBS Wealth Management September 2006 - January 2008
Wells Fargo Van Kasper September 2000 - March 2003
Education
University of California, Los Angeles 1996 — 1998
Bachelors, Economics
University of California, Davis 1994 — 1996
Bachelor of Science (B.S.), Economics
St. Ignatius 1990 — 1994
HS Diploma
Private Capital Management Associates, LLC August 2009 - Present
Merrill Lynch May 2008 - April 2009
Goldman Sachs January 2008 - April 2008
UBS Wealth Management September 2006 - January 2008
Wells Fargo Van Kasper September 2000 - March 2003
Education
University of California, Los Angeles 1996 — 1998
Bachelors, Economics
University of California, Davis 1994 — 1996
Bachelor of Science (B.S.), Economics
St. Ignatius 1990 — 1994
HS Diploma
daniel haut's Merrill Lynch Experience May 2003 - August 2013
Job Osborne Partners Capital Management, CFP®, CIMA®
Industry Investment Management
Experience
Osborne Partners Capital Management, LLC August 2013 - Present
Merrill Lynch May 2003 - August 2013
Merrill Lynch May 2003 - August 2013
J-Weekly January 2012 - 2013
JCC of the East Bay January 2009 - 2013
Jewish Federation of the East Bay 2009 - 2013
Morgan Stanley June 2002 - January 2003
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Securities, Finance, Asset Allocation, Derivatives, Wealth Management, Equities, Asset Management, Marketing, Bonds, Cash Flow, Strategic Financial..., Hedge Funds, Financial Analysis, Retirement
Education
University of California, Davis 1996 — 2001
BA, Political Science
Wharton School, University of Pennsylvania
Wharton's Executive Education IMCA Program (CIMA Certification)
Osborne Partners Capital Management, LLC August 2013 - Present
Merrill Lynch May 2003 - August 2013
Merrill Lynch May 2003 - August 2013
J-Weekly January 2012 - 2013
JCC of the East Bay January 2009 - 2013
Jewish Federation of the East Bay 2009 - 2013
Morgan Stanley June 2002 - January 2003
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Securities, Finance, Asset Allocation, Derivatives, Wealth Management, Equities, Asset Management, Marketing, Bonds, Cash Flow, Strategic Financial..., Hedge Funds, Financial Analysis, Retirement
Education
University of California, Davis 1996 — 2001
BA, Political Science
Wharton School, University of Pennsylvania
Wharton's Executive Education IMCA Program (CIMA Certification)
Almira Coronado's Merrill Lynch Experience July 2009 - December 2012
Job Owner, Entrepreneur
Industry Leisure, Travel & Tourism
Experience
Air Manila September 2012 - Present
Merrill Lynch July 2009 - December 2012
Merrill Lynch September 2003 - January 2009
Skills
Banking, Employee Benefits, Vendor Management, Human Resources, Onboarding, Series 7, Employee Relations, Finance, Series 63, Outlook, Employee Engagement, Microsoft Excel, Change Management, Management, Process Improvement
Education
University of California, Davis 1999 — 2003
BA, Anthropology
University of California, Davis 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Air Manila September 2012 - Present
Merrill Lynch July 2009 - December 2012
Merrill Lynch September 2003 - January 2009
Skills
Banking, Employee Benefits, Vendor Management, Human Resources, Onboarding, Series 7, Employee Relations, Finance, Series 63, Outlook, Employee Engagement, Microsoft Excel, Change Management, Management, Process Improvement
Education
University of California, Davis 1999 — 2003
BA, Anthropology
University of California, Davis 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Royce Stewart's Merrill Lynch Experience September 1998 - November 2004
Job Director, Financial Services & Pacific Northwest at Oracle Corporation
Industry Computer Software
Experience
Oracle October 2011 - Present
West Valley College September 2001 - Present
StewartAssociates & Co., Inc December 2004 - September 2011
Merrill Lynch September 1998 - November 2004
Citicorp July 1994 - August 1998
F. N. Wolf & Co., Inc July 1989 - June 1994
Skills
Email Marketing, Customer Acquisition, Strategic Planning, Business Development, Lead Generation, SaaS, Marketing, Investments, Start-ups, Social Media Marketing, Online Advertising, Marketing Strategy, Account Management, New Business Development, Financial Services, Salesforce.com, Online Marketing, Entrepreneurship, Strategy, CRM, Strategic Partnerships, SEO, Analytics, Digital Marketing, Product Management, SEM, Leadership, Mobile Marketing, Business Strategy, Product Marketing, E-commerce, Market Research, Management, Sales, Solution Selling, Enterprise Software, Cloud Computing, Sales Management, Sales Process, PPC, Direct Sales, Direct Marketing, Social Media
Education
University of California, Davis 1985 — 1989
BA, Economics
Oracle October 2011 - Present
West Valley College September 2001 - Present
StewartAssociates & Co., Inc December 2004 - September 2011
Merrill Lynch September 1998 - November 2004
Citicorp July 1994 - August 1998
F. N. Wolf & Co., Inc July 1989 - June 1994
Skills
Email Marketing, Customer Acquisition, Strategic Planning, Business Development, Lead Generation, SaaS, Marketing, Investments, Start-ups, Social Media Marketing, Online Advertising, Marketing Strategy, Account Management, New Business Development, Financial Services, Salesforce.com, Online Marketing, Entrepreneurship, Strategy, CRM, Strategic Partnerships, SEO, Analytics, Digital Marketing, Product Management, SEM, Leadership, Mobile Marketing, Business Strategy, Product Marketing, E-commerce, Market Research, Management, Sales, Solution Selling, Enterprise Software, Cloud Computing, Sales Management, Sales Process, PPC, Direct Sales, Direct Marketing, Social Media
Education
University of California, Davis 1985 — 1989
BA, Economics
Diana Yanez's Merrill Lynch Experience June 2008 - September 2009
Job Procurement Analyst at Orora North America
Industry Packaging and Containers
Experience
Orora North America September 2013 - Present
Center for Demographic Research July 2012 - September 2013
St. Anselm's Cross-Cultural C.C. February 2011 - July 2012
Mental Health Association November 2010 - January 2011
Working Wardrobes for a New Start March 2010 - January 2011
Merrill Lynch June 2008 - September 2009
Skills
Statistics, GIS, Public Speaking, Non-profits, Nonprofits, Program Evaluation, Grants, Stata, Community Outreach, Research, PowerPoint, Social Media, Grant Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Volunteer Management, Event Management, SPSS, Spanish
Education
Experience Unlimited 2010 — 2011
University of California, Irvine 2009 — 2010
Master of Arts, Demographic and Social Analysis
University of California, Irvine 2005 — 2009
Bachelor's, Economics, International Studies
Orora North America September 2013 - Present
Center for Demographic Research July 2012 - September 2013
St. Anselm's Cross-Cultural C.C. February 2011 - July 2012
Mental Health Association November 2010 - January 2011
Working Wardrobes for a New Start March 2010 - January 2011
Merrill Lynch June 2008 - September 2009
Skills
Statistics, GIS, Public Speaking, Non-profits, Nonprofits, Program Evaluation, Grants, Stata, Community Outreach, Research, PowerPoint, Social Media, Grant Writing, Microsoft Excel, Microsoft Office, Microsoft Word, Volunteer Management, Event Management, SPSS, Spanish
Education
Experience Unlimited 2010 — 2011
University of California, Irvine 2009 — 2010
Master of Arts, Demographic and Social Analysis
University of California, Irvine 2005 — 2009
Bachelor's, Economics, International Studies
Stephen Platter's Merrill Lynch Experience August 1992 - May 2006
Job Vice President Board Member at Futures Explored
Industry Financial Services
Experience
PRIDE Industries September 2010 - Present
Futures Explored January 2007 - Present
UBS May 2006 - Present
Merrill Lynch August 1992 - May 2006
Education
University of California, Los Angeles 1990 — 1992
MBA, Finance
University of California, Berkeley, Haas School of Business 1982 — 1986
BS, Business Administration
PRIDE Industries September 2010 - Present
Futures Explored January 2007 - Present
UBS May 2006 - Present
Merrill Lynch August 1992 - May 2006
Education
University of California, Los Angeles 1990 — 1992
MBA, Finance
University of California, Berkeley, Haas School of Business 1982 — 1986
BS, Business Administration
Amy O Lee's Merrill Lynch Experience March 2010 - June 2010
Job
Industry Internet
Experience
dotloop 2015 - Present
Workday October 2013 - December 2014
BlackBerry April 2013 - August 2013
Healtho, Inc. January 2013 - August 2013
University of Washington Libraries September 2012 - June 2013
Workday May 2012 - August 2012
Merrill Lynch March 2010 - June 2010
LULA APPAREL, INC June 2009 - June 2010
Skills
User Experience, HTML, Research, Event Planning, Event Management, Communication Skills, Usability, Ethnography, Participant Observation, Interviews, Survey Methodology, Transcription, Usability Testing, Heuristic Evaluation, Persona, Information Architecture, Taxonomy, User Research, User-centered Design, JIRA, Confluence, Scrum, Agile Project Management, Requirements Gathering, Interaction Design, Wireframes, Agile Methodologies, Card Sorting, Heuristic Analysis, Qualitative Research, Mobile Devices, Web Development, CSS, Web Design, User Interface, JavaScript, Microsoft Office, Product Management
Education
University of Washington 2011 — 2013
Master of Science (M.S.), Information Management
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Cognitive Science and Anthropology
dotloop 2015 - Present
Workday October 2013 - December 2014
BlackBerry April 2013 - August 2013
Healtho, Inc. January 2013 - August 2013
University of Washington Libraries September 2012 - June 2013
Workday May 2012 - August 2012
Merrill Lynch March 2010 - June 2010
LULA APPAREL, INC June 2009 - June 2010
Skills
User Experience, HTML, Research, Event Planning, Event Management, Communication Skills, Usability, Ethnography, Participant Observation, Interviews, Survey Methodology, Transcription, Usability Testing, Heuristic Evaluation, Persona, Information Architecture, Taxonomy, User Research, User-centered Design, JIRA, Confluence, Scrum, Agile Project Management, Requirements Gathering, Interaction Design, Wireframes, Agile Methodologies, Card Sorting, Heuristic Analysis, Qualitative Research, Mobile Devices, Web Development, CSS, Web Design, User Interface, JavaScript, Microsoft Office, Product Management
Education
University of Washington 2011 — 2013
Master of Science (M.S.), Information Management
University of California, Irvine 2006 — 2010
Bachelor of Arts (B.A.), Cognitive Science and Anthropology
Christian Whittaker's Merrill Lynch Experience May 2007 - June 2008
Job Sales Representative at Nike Golf
Industry Sporting Goods
Experience
Nike Golf October 2013 - Present
Callaway Golf October 2012 - October 2013
Callaway Golf July 2011 - November 2012
Callaway Golf Company June 2010 - July 2011
Callaway Golf Company July 2009 - June 2010
Lucia Capital Group June 2008 - July 2009
Merrill Lynch May 2007 - June 2008
Skills
Sales, Sales Operations, Direct Sales, Sales Management, Account Management, Product Marketing, Sports Marketing, New Business Development, Product Management, Merchandising, Sporting Goods, Footwear, Team Leadership, Golf, Cross-functional Team..., Sales Presentations, Pricing, Customer Service, Inventory Management, Sports, Forecasting, Retail
Education
University of California, Davis 2002 — 2006
B.A., Communications, Managerial Economics
Nike Golf October 2013 - Present
Callaway Golf October 2012 - October 2013
Callaway Golf July 2011 - November 2012
Callaway Golf Company June 2010 - July 2011
Callaway Golf Company July 2009 - June 2010
Lucia Capital Group June 2008 - July 2009
Merrill Lynch May 2007 - June 2008
Skills
Sales, Sales Operations, Direct Sales, Sales Management, Account Management, Product Marketing, Sports Marketing, New Business Development, Product Management, Merchandising, Sporting Goods, Footwear, Team Leadership, Golf, Cross-functional Team..., Sales Presentations, Pricing, Customer Service, Inventory Management, Sports, Forecasting, Retail
Education
University of California, Davis 2002 — 2006
B.A., Communications, Managerial Economics
Eric Wynn's Merrill Lynch Experience January 2009 - May 2009
Job Consumer Technology at Taco Bell
Industry Automotive
Experience
Taco Bell August 2014 - Present
Taco Bell May 2011 - July 2014
Taco Bell January 2011 - May 2011
Taco Bell August 2010 - November 2010
Kia Motors America June 2009 - September 2009
Ultimate Ears April 2009 - July 2009
UC Irvine August 2007 - July 2009
Merrill Lynch January 2009 - May 2009
Skills
Photoshop, Microsoft Office, Salesforce.com, Amazon Web Services..., MicroStrategy Reporting, GIMP, Automotive, Training
Education
University of California, Irvine 2006 — 2010
BA, Business Economics
Santiago High School
Taco Bell August 2014 - Present
Taco Bell May 2011 - July 2014
Taco Bell January 2011 - May 2011
Taco Bell August 2010 - November 2010
Kia Motors America June 2009 - September 2009
Ultimate Ears April 2009 - July 2009
UC Irvine August 2007 - July 2009
Merrill Lynch January 2009 - May 2009
Skills
Photoshop, Microsoft Office, Salesforce.com, Amazon Web Services..., MicroStrategy Reporting, GIMP, Automotive, Training
Education
University of California, Irvine 2006 — 2010
BA, Business Economics
Santiago High School
Shelly Diaz's Merrill Lynch Experience 2000 - 2003
Job Director, Emerging Markets, Credit Suisse
Industry Banking
Experience
Credit Suisse 2007 - Present
Credit Suisse 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Education
University of California, Davis 1990 — 1995
BA, International Relations (Economic Development), Spanish
Credit Suisse 2007 - Present
Credit Suisse 2003 - 2006
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Education
University of California, Davis 1990 — 1995
BA, International Relations (Economic Development), Spanish
Russell Kairouz's Merrill Lynch Experience September 2005 - December 2006
Job Vice President, Regional Director External Wholesaler
Industry Investment Banking
Experience
Hatteras Funds January 2015 - Present
JPMorgan Chase & Co. November 2010 - December 2014
JPMorgan Chase & Co. November 2010 - October 2011
Advanced Equities January 2010 - August 2010
Fisher Investments September 2007 - May 2009
Wells Fargo Bank December 2006 - September 2007
Merrill Lynch September 2005 - December 2006
USFS May 2005 - September 2005
Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service
Education
University of California, Davis 2002 — 2006
B.A., Communication/Managerial Economics
Hatteras Funds January 2015 - Present
JPMorgan Chase & Co. November 2010 - December 2014
JPMorgan Chase & Co. November 2010 - October 2011
Advanced Equities January 2010 - August 2010
Fisher Investments September 2007 - May 2009
Wells Fargo Bank December 2006 - September 2007
Merrill Lynch September 2005 - December 2006
USFS May 2005 - September 2005
Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service
Education
University of California, Davis 2002 — 2006
B.A., Communication/Managerial Economics
Dennis Hudachek's Merrill Lynch Experience September 2007 - November 2009
Job Senior Manager Product Development and Strategy, ETFs & Index Funds at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
ETF.com September 2010 - March 2015
Merrill Lynch September 2007 - November 2009
Banc of America Investment Services September 2003 - September 2007
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
The American School in Japan (ASIJ)
Charles Schwab March 2015 - Present
ETF.com September 2010 - March 2015
Merrill Lynch September 2007 - November 2009
Banc of America Investment Services September 2003 - September 2007
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
The American School in Japan (ASIJ)
Jacqueline Dang's Merrill Lynch Experience January 2010 - June 2010
Job Associate at OneWest Bank
Industry Human Resources
Experience
OneWest Bank August 2013 - Present
Wells Fargo September 2011 - August 2013
Merrill Lynch January 2010 - June 2010
Skills
Financial Analysis, Loss Prevention, Loss Mitigation, Customer Service, Escalation Resolution, Quality Assurance, Microsoft Office, Investment Management, Management, Photoshop, Microsoft Excel, PowerPoint, Financial Advisory, Wealth Management, Economics, Microsoft Word, Analysis, Accounting, Finance, Portfolio Management, Time Management, Self Management, Office Administration, Banking, Sales, Social Media
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
OneWest Bank August 2013 - Present
Wells Fargo September 2011 - August 2013
Merrill Lynch January 2010 - June 2010
Skills
Financial Analysis, Loss Prevention, Loss Mitigation, Customer Service, Escalation Resolution, Quality Assurance, Microsoft Office, Investment Management, Management, Photoshop, Microsoft Excel, PowerPoint, Financial Advisory, Wealth Management, Economics, Microsoft Word, Analysis, Accounting, Finance, Portfolio Management, Time Management, Self Management, Office Administration, Banking, Sales, Social Media
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Craig Macomber's Merrill Lynch Experience 2006 - 2011
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial 2011 - Present
Merrill Lynch 2006 - 2011
Education
University of California, Irvine 2004 — 2006
Bachelor of Arts (B.A.), Economics
LPL Financial 2011 - Present
Merrill Lynch 2006 - 2011
Education
University of California, Irvine 2004 — 2006
Bachelor of Arts (B.A.), Economics
Raoul Guillarte, JD's Merrill Lynch Experience December 2010 - Present
Job Financial Advisor at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch December 2010 - Present
Kabira Technologies June 2008 - December 2008
San Francisco District Attorney--Criminal Division December 2007 - July 2008
Morgan Stanley December 2001 - August 2005
Education
University of San Francisco 2006 — 2008
Master, Financial Analysis
San Francisco Law School 2004 — 2008
Juris Doctorate, Law
University of California, Davis 1997 — 1999
BA, History
Merrill Lynch December 2010 - Present
Kabira Technologies June 2008 - December 2008
San Francisco District Attorney--Criminal Division December 2007 - July 2008
Morgan Stanley December 2001 - August 2005
Education
University of San Francisco 2006 — 2008
Master, Financial Analysis
San Francisco Law School 2004 — 2008
Juris Doctorate, Law
University of California, Davis 1997 — 1999
BA, History
Nicholas Wang's Merrill Lynch Experience February 2014 - Present
Job Global eFX Trading at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Two Sigma Investments 2012 - 2014
BNP Paribas May 2011 - June 2012
Skills
Trading, FX Options, Derivatives, Financial Modeling, Bloomberg, Fixed Income, Equities, Capital Markets, Portfolio Management, Quantitative Finance
Education
University of California, Berkeley, Haas School of Business 2010 — 2011
Masters, Financial Engineering
Merrill Lynch February 2014 - Present
Two Sigma Investments 2012 - 2014
BNP Paribas May 2011 - June 2012
Skills
Trading, FX Options, Derivatives, Financial Modeling, Bloomberg, Fixed Income, Equities, Capital Markets, Portfolio Management, Quantitative Finance
Education
University of California, Berkeley, Haas School of Business 2010 — 2011
Masters, Financial Engineering
Monica Elwell's Merrill Lynch Experience May 2004 - September 2006
Job Financial Services Professional
Industry Financial Services
Experience
A.J. Rose Manufacturing October 2006 - November 2007
Merrill Lynch May 2004 - September 2006
Westamerica Bank June 1998 - May 2004
Department of Communication, University of California, Davis March 2001 - June 2002
Education
University of California, Davis 1998 — 2002
BA, Communication
A.J. Rose Manufacturing October 2006 - November 2007
Merrill Lynch May 2004 - September 2006
Westamerica Bank June 1998 - May 2004
Department of Communication, University of California, Davis March 2001 - June 2002
Education
University of California, Davis 1998 — 2002
BA, Communication
John Kamikihara's Merrill Lynch Experience December 2009 - March 2010
Job Account Manager at AlliedBarton Security Services
Industry Security and Investigations
Experience
AlliedBarton Security Services July 2012 - Present
AlliedBarton Security Services October 2011 - July 2012
AlliedBarton Security Services October 2010 - October 2011
Merrill Lynch December 2009 - March 2010
De Anza District Police September 2005 - June 2007
Skills
Security Management, Security, Corporate Security, Access Control, Physical Security
Education
University of California, Davis 2007 — 2009
Bachelor of Arts, Economics
AlliedBarton Security Services July 2012 - Present
AlliedBarton Security Services October 2011 - July 2012
AlliedBarton Security Services October 2010 - October 2011
Merrill Lynch December 2009 - March 2010
De Anza District Police September 2005 - June 2007
Skills
Security Management, Security, Corporate Security, Access Control, Physical Security
Education
University of California, Davis 2007 — 2009
Bachelor of Arts, Economics
Katherine Cope's Merrill Lynch Experience June 1994 - September 1996
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
AT Kearney September 2003 - February 2005
Towers Perrin 2000 - 2000
NatWest Markets September 1996 - April 1998
Merrill Lynch June 1994 - September 1996
Salomon Brothers July 1990 - May 1994
Skills
Strategic Planning, Business Development..., Finance, Accounting, Corporate Budgeting, Fundraising, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Masters of Business Administration (MBA), Consulting, Finance, Marketing, and Brand Management
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.) in Economics, Concentrations in Finance and Accounting
AT Kearney September 2003 - February 2005
Towers Perrin 2000 - 2000
NatWest Markets September 1996 - April 1998
Merrill Lynch June 1994 - September 1996
Salomon Brothers July 1990 - May 1994
Skills
Strategic Planning, Business Development..., Finance, Accounting, Corporate Budgeting, Fundraising, Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Masters of Business Administration (MBA), Consulting, Finance, Marketing, and Brand Management
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.) in Economics, Concentrations in Finance and Accounting
Janet Chang's Merrill Lynch Experience June 2010 - September 2010
Job Senior Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte October 2012 - Present
Alpha Phi Omega National Service Fraternity June 2011 - December 2011
Thomson Reuters June 2011 - September 2011
Alpha Phi Omega National Service Fraternity June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Center for International Education January 2010 - March 2010
Cyber A Cafe March 2008 - June 2008
Skills
Social Networking, Microsoft Office, Customer Service, Microsoft Excel, Event Planning, Research, Fundraising, Leadership, Data Entry, Facebook, Financial Analysis, Data Analysis, Microsoft Word, PowerPoint, US GAAP, Financial Reporting, Social Media, External Audit, Public Speaking
Education
University of California, Irvine 2003 — 2012
Business Economics, Accounting
Deloitte October 2012 - Present
Alpha Phi Omega National Service Fraternity June 2011 - December 2011
Thomson Reuters June 2011 - September 2011
Alpha Phi Omega National Service Fraternity June 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Center for International Education January 2010 - March 2010
Cyber A Cafe March 2008 - June 2008
Skills
Social Networking, Microsoft Office, Customer Service, Microsoft Excel, Event Planning, Research, Fundraising, Leadership, Data Entry, Facebook, Financial Analysis, Data Analysis, Microsoft Word, PowerPoint, US GAAP, Financial Reporting, Social Media, External Audit, Public Speaking
Education
University of California, Irvine 2003 — 2012
Business Economics, Accounting
Andrew Jeon's Merrill Lynch Experience June 2009 - December 2009
Job Revenue Accountant at Cornerstone OnDemand
Industry Financial Services
Experience
Cornerstone OnDemand July 2015 - Present
Protiviti January 2014 - June 2015
Biomed Development Corporation October 2010 - July 2013
Merrill Lynch June 2009 - December 2009
Mathnasium (Tutoring center May 2008 - March 2009
Skills
JD Edwards, Oracle Insight, Accounting, Variance Analysis, Accounts Payable, Accounts Receivable, Journal Entries, Customer Service
Education
University of California, Irvine 2006 — 2010
Bachelor's Degree, Business Economics
Cornerstone OnDemand July 2015 - Present
Protiviti January 2014 - June 2015
Biomed Development Corporation October 2010 - July 2013
Merrill Lynch June 2009 - December 2009
Mathnasium (Tutoring center May 2008 - March 2009
Skills
JD Edwards, Oracle Insight, Accounting, Variance Analysis, Accounts Payable, Accounts Receivable, Journal Entries, Customer Service
Education
University of California, Irvine 2006 — 2010
Bachelor's Degree, Business Economics
Lisa Joy Avelar's Merrill Lynch Experience 1985 - 1988
Job Providing Contract Legal Services
Industry Law Practice
Experience
Law Offices of Lisa Joy Prenner 2013 - Present
Joyful Living Design 1996 - Present
Pandell Novich & Borsuk 1992 - 1996
Merrill Lynch 1985 - 1988
Skills
Legal, Civil Litigation, insurance defense, Construction Management, Interior Design, Legal Research, Legal Writing, Organization, Team Leadership, Sales, Project Management, Presentations, Direct Sales, Negotiation, PowerPoint, Event Management, Copy Editing, Proofreading, Advertising, Strategic Planning, Social Media Marketing, Photoshop, Art, Event Planning, Photography, Public Speaking, Litigation, Retail, Social Media
Education
University of the Pacific - McGeorge School of Law 1988 — 1991
JD
UC Davis 1978 — 1982
BA, Political Sci / Pubic Service
Law Offices of Lisa Joy Prenner 2013 - Present
Joyful Living Design 1996 - Present
Pandell Novich & Borsuk 1992 - 1996
Merrill Lynch 1985 - 1988
Skills
Legal, Civil Litigation, insurance defense, Construction Management, Interior Design, Legal Research, Legal Writing, Organization, Team Leadership, Sales, Project Management, Presentations, Direct Sales, Negotiation, PowerPoint, Event Management, Copy Editing, Proofreading, Advertising, Strategic Planning, Social Media Marketing, Photoshop, Art, Event Planning, Photography, Public Speaking, Litigation, Retail, Social Media
Education
University of the Pacific - McGeorge School of Law 1988 — 1991
JD
UC Davis 1978 — 1982
BA, Political Sci / Pubic Service
Dennis Chong's Merrill Lynch Experience June 2009 - August 2009
Job Senior Associate, Internal Audit at Salesforce
Industry Internet
Experience
Salesforce November 2014 - Present
salesforce.com April 2013 - October 2014
Sagent Management March 2010 - April 2013
Merrill Lynch June 2009 - August 2009
Thermo Fisher Scientific June 2008 - September 2008
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Analysis, Finance, Analysis, Auditing, QuickBooks, GAAP, Microsoft Excel, Financial Modeling, Financial Accounting, Management
Education
University of California, Davis 2006 — 2010
BS, Managerial Economics
Salesforce November 2014 - Present
salesforce.com April 2013 - October 2014
Sagent Management March 2010 - April 2013
Merrill Lynch June 2009 - August 2009
Thermo Fisher Scientific June 2008 - September 2008
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Analysis, Finance, Analysis, Auditing, QuickBooks, GAAP, Microsoft Excel, Financial Modeling, Financial Accounting, Management
Education
University of California, Davis 2006 — 2010
BS, Managerial Economics
David Sorenson, CFM, CIMA's Merrill Lynch Experience 1989 - Present
Job SVP, Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch 1989 - Present
Education
UC Berkeley Haas School of Business
Executive Education Program, Finance / Investments
Utah State University
BS, Finance / Marketing / Economics
Wharton School of Business
Executive Education Program, Finance / Investments
Merrill Lynch 1989 - Present
Education
UC Berkeley Haas School of Business
Executive Education Program, Finance / Investments
Utah State University
BS, Finance / Marketing / Economics
Wharton School of Business
Executive Education Program, Finance / Investments
Moon Zhong's Merrill Lynch Experience July 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch April 2014 - July 2014
Bank of America November 2010 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Retail Banking, Leadership, Series 7, Investments, Portfolio Management, Banking, Finance, Sales, Financial Services, Asset Management, Uniform Combined State..., Financial Analysis
Education
University of California, Davis 2008 — 2010
Bachelor of Arts (B.A.), Psychology and Communication
Merrill Lynch July 2014 - Present
Merrill Lynch April 2014 - July 2014
Bank of America November 2010 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Retail Banking, Leadership, Series 7, Investments, Portfolio Management, Banking, Finance, Sales, Financial Services, Asset Management, Uniform Combined State..., Financial Analysis
Education
University of California, Davis 2008 — 2010
Bachelor of Arts (B.A.), Psychology and Communication
Natasha Fox's Merrill Lynch Experience 1997 - 1999
Job Managing Partner at Avante Mezzanine Partners
Industry Venture Capital & Private Equity
Experience
Avante Mezzanine Partners 2009 - Present
American Capital 1999 - 2009
Merrill Lynch 1997 - 1999
Skills
Private Equity, LBO, Venture Capital, Buyouts, Corporate Development, Leveraged Finance, Mergers & Acquisitions, Due Diligence, Private Placements, Valuation, M&A experience, Business Valuation, Corporate Finance, Middle Market, Divestitures, Mezzanine
Education
Stanford Graduate School of Business 2002 — 2002
Executive Education, Influence and Negotiation Strategies Program
Haas School of Business, UC Berkeley
Bachelor of Science, Business Administration & Finance
Avante Mezzanine Partners 2009 - Present
American Capital 1999 - 2009
Merrill Lynch 1997 - 1999
Skills
Private Equity, LBO, Venture Capital, Buyouts, Corporate Development, Leveraged Finance, Mergers & Acquisitions, Due Diligence, Private Placements, Valuation, M&A experience, Business Valuation, Corporate Finance, Middle Market, Divestitures, Mezzanine
Education
Stanford Graduate School of Business 2002 — 2002
Executive Education, Influence and Negotiation Strategies Program
Haas School of Business, UC Berkeley
Bachelor of Science, Business Administration & Finance
Amit Chu's Merrill Lynch Experience July 2012 - November 2012
Job Client Service Manager, Senior Associate
Industry Financial Services
Experience
State Street June 2015 - Present
State Street April 2013 - Present
Summit Funding November 2012 - April 2013
Merrill Lynch July 2012 - November 2012
Morgan Stanley October 2011 - December 2011
UC Davis September 2011 - December 2011
Skills
Statistics, Data Analysis, Public Speaking, Teaching, PowerPoint, Higher Education, Microsoft Office, Microsoft Excel, Economics, Microsoft Word, Qualitative Research, Econometrics, Tutoring, VBA, Excel, Corporate Finance, Bloomberg Terminal, Finance, Financial Analysis, Data Entry, Outlook, Bloomberg, Financial Statements, Fund Accounting, Derivatives, Mutual Funds, Equities, Fixed Income, Account Reconciliation
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics/Film Studies, 3.71/4.00
연세대학교 / Yonsei University 2010 — 2010
State Street June 2015 - Present
State Street April 2013 - Present
Summit Funding November 2012 - April 2013
Merrill Lynch July 2012 - November 2012
Morgan Stanley October 2011 - December 2011
UC Davis September 2011 - December 2011
Skills
Statistics, Data Analysis, Public Speaking, Teaching, PowerPoint, Higher Education, Microsoft Office, Microsoft Excel, Economics, Microsoft Word, Qualitative Research, Econometrics, Tutoring, VBA, Excel, Corporate Finance, Bloomberg Terminal, Finance, Financial Analysis, Data Entry, Outlook, Bloomberg, Financial Statements, Fund Accounting, Derivatives, Mutual Funds, Equities, Fixed Income, Account Reconciliation
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics/Film Studies, 3.71/4.00
연세대학교 / Yonsei University 2010 — 2010
Mitch Chamberlain, CFP's Merrill Lynch Experience June 2002 - September 2003
Job Vice President, Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors January 2012 - Present
Portello Winecafe January 2005 - Present
Chamberlain Financial Group October 2010 - December 2011
Saybrus Partners / Phoenix May 2008 - October 2010
Merrill Lynch June 2002 - September 2003
Prudential Financial February 1999 - June 2002
Morgan Stanley June 1995 - February 1999
Skills
Asset Allocation, Asset Managment, Mutual Funds, Wealth Management, Investments, Financial Advisory, Investment Management, Investment Strategies, Investment Advisory, Equities
Education
UC Davis
Bachelor of Arts (B.A.), International Relations
Dimensional Fund Advisors January 2012 - Present
Portello Winecafe January 2005 - Present
Chamberlain Financial Group October 2010 - December 2011
Saybrus Partners / Phoenix May 2008 - October 2010
Merrill Lynch June 2002 - September 2003
Prudential Financial February 1999 - June 2002
Morgan Stanley June 1995 - February 1999
Skills
Asset Allocation, Asset Managment, Mutual Funds, Wealth Management, Investments, Financial Advisory, Investment Management, Investment Strategies, Investment Advisory, Equities
Education
UC Davis
Bachelor of Arts (B.A.), International Relations
Yoonhyung (Ethan) Lee's Merrill Lynch Experience May 2011 - May 2012
Job Associate at PK LLP.
Industry Accounting
Experience
PK LLP July 2015 - Present
UCMK, LLP. November 2013 - July 2015
Merrill Lynch May 2011 - May 2012
UBS Wealth Management September 2010 - December 2010
Hyundai Fire and Marine Insurance January 2009 - December 2009
Skills
CPA, Microsoft Office, Microsoft Excel, Bloomberg, Investment Portfolio, Hedge Funds, Alternative Investments, Equity Research Analysis, Accounting, Forensic Accounting, Tax Preparation, Research
Education
University of California, Irvine
International Business Operation and Management
University of California, Irvine
International Finance
Hankuk University of Foreign Studies 2003 — 2009
Bachelor’s Degree, Business Administration and Italian Literature
PK LLP July 2015 - Present
UCMK, LLP. November 2013 - July 2015
Merrill Lynch May 2011 - May 2012
UBS Wealth Management September 2010 - December 2010
Hyundai Fire and Marine Insurance January 2009 - December 2009
Skills
CPA, Microsoft Office, Microsoft Excel, Bloomberg, Investment Portfolio, Hedge Funds, Alternative Investments, Equity Research Analysis, Accounting, Forensic Accounting, Tax Preparation, Research
Education
University of California, Irvine
International Business Operation and Management
University of California, Irvine
International Finance
Hankuk University of Foreign Studies 2003 — 2009
Bachelor’s Degree, Business Administration and Italian Literature
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank