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
Haley Schlinger Haley Schlinger's Merrill Lynch Experience May 2014 - May 2014
Job Marketing and Brand Specialist Intern at Principal Marketing
Industry
Experience
Principal Marketing June 2015 - Present
Provident Healthcare Partners September 2014 - December 2014
Siemer & Associates August 2013 - August 2014
Merrill Lynch May 2014 - May 2014
Tiger Kwon's Martial Arts June 2011 - August 2012
Skills
PowerPoint, Social Media, Microsoft Office, Data Analysis, Microsoft Excel, Public Speaking, Project Management, Salesforce.com, Social Media Marketing, Research, Marketing, Capital IQ, Leadership
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Political Science
Lincoln Way Central High School 2008 — 2012
High School
Principal Marketing June 2015 - Present
Provident Healthcare Partners September 2014 - December 2014
Siemer & Associates August 2013 - August 2014
Merrill Lynch May 2014 - May 2014
Tiger Kwon's Martial Arts June 2011 - August 2012
Skills
PowerPoint, Social Media, Microsoft Office, Data Analysis, Microsoft Excel, Public Speaking, Project Management, Salesforce.com, Social Media Marketing, Research, Marketing, Capital IQ, Leadership
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Political Science
Lincoln Way Central High School 2008 — 2012
High School
John Flynn John Flynn's Merrill Lynch Experience January 2003 - August 2005
Job Global Research and Iinvestment
Industry Investment Management
Experience
EMIS - A Euromoney Institutional Investor Company December 2007 - April 2011
Dawnay Day January 2006 - December 2007
Merrill Lynch January 2003 - August 2005
Skills
Relationship Management, Emerging Markets, Investment Strategies, Fundraising, Public Speaking, Strategic Planning, Macroeconomics, Fine Art, Genetics
Education
University of California, Los Angeles
University of California, Los Angeles
EMIS - A Euromoney Institutional Investor Company December 2007 - April 2011
Dawnay Day January 2006 - December 2007
Merrill Lynch January 2003 - August 2005
Skills
Relationship Management, Emerging Markets, Investment Strategies, Fundraising, Public Speaking, Strategic Planning, Macroeconomics, Fine Art, Genetics
Education
University of California, Los Angeles
University of California, Los Angeles
Jerrod McClung Jerrod McClung's Merrill Lynch Experience June 2007 - November 2010
Job Financial Advisor, Franchise Owner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
LPL Financial November 2010 - November 2013
Merrill Lynch June 2007 - November 2010
UBS Wealth Management January 2005 - June 2007
Education
UCLA 1993 — 1998
Bachelor of Psychology, Specialization in Business & Administration
La Jolla High School 1990 — 1993
Ameriprise Financial Services, Inc. November 2013 - Present
LPL Financial November 2010 - November 2013
Merrill Lynch June 2007 - November 2010
UBS Wealth Management January 2005 - June 2007
Education
UCLA 1993 — 1998
Bachelor of Psychology, Specialization in Business & Administration
La Jolla High School 1990 — 1993
Jordan Seehusen Jordan Seehusen's Merrill Lynch Experience 2006 - 2009
Job Event & Visit Coordinator at The Master's College
Industry Education Management
Experience
The Master's College August 2011 - Present
Grace Community Church September 2009 - June 2013
Merrill Lynch 2006 - 2009
Los Angeles Area Chamber of Commerce 2005 - 2006
Event Eleven 2004 - 2005
Skills
Event Planning, Event Management, Marketing Communications, Project Management, Corporate Events, Brand Management, Higher Education, Manage Client..., Salesforce.com..., Microsoft Excel, Photoshop, Leadership Development, Employee Training, Recruiting
Education
UCLA 2002 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Semester at Sea, Institute for Shipboard Education,onboard the MV Explorer 2004 — 2004
International commmunications
The Master's College August 2011 - Present
Grace Community Church September 2009 - June 2013
Merrill Lynch 2006 - 2009
Los Angeles Area Chamber of Commerce 2005 - 2006
Event Eleven 2004 - 2005
Skills
Event Planning, Event Management, Marketing Communications, Project Management, Corporate Events, Brand Management, Higher Education, Manage Client..., Salesforce.com..., Microsoft Excel, Photoshop, Leadership Development, Employee Training, Recruiting
Education
UCLA 2002 — 2005
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Semester at Sea, Institute for Shipboard Education,onboard the MV Explorer 2004 — 2004
International commmunications
Kevin Martin, CFP Kevin Martin, CFP's Merrill Lynch Experience 1987 - 2009
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services, Inc. 2009 - Present
UBS February 2009 - December 2012
Merrill Lynch 1987 - 2009
Skills
Wealth Management, Series 7, Alternative Investments, Series 63, Equities, Asset Allocation, Securities, Fixed Income, Investment Advisory, Mutual Funds, Investments, Portfolio Management
Education
University of California, Los Angeles 1982 — 1986
UBS Financial Services, Inc. 2009 - Present
UBS February 2009 - December 2012
Merrill Lynch 1987 - 2009
Skills
Wealth Management, Series 7, Alternative Investments, Series 63, Equities, Asset Allocation, Securities, Fixed Income, Investment Advisory, Mutual Funds, Investments, Portfolio Management
Education
University of California, Los Angeles 1982 — 1986
Ellen Chiang's Merrill Lynch Experience April 2006 - January 2010
Job AVP, Merrill Lynch Wealth Mgmt Advisor, CRPS;
Industry Financial Services
Experience
Merrill Lynch Wealth Management July 2012 - Present
JPMorgan Securities/ JPMorgan Chase Investment Services Corp. January 2010 - July 2012
Merrill Lynch April 2006 - January 2010
Executek Solutions, Inc. 2003 - 2006
Micron Technology 1997 - 2003
Photobit Corporation 1997 - 2001
ASC Audio Video 1996 - 1997
CSH Solutions, Inc. January 1994 - February 1996
Unitron Computer USA March 1991 - January 1994
Skills
Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Investments, 401k, Asset Allocation, Fixed Income, Equities, Portfolio Management, Asset Managment, Corporate Finance, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Development, Valuation, Treasury Management, Mergers, Start-ups, Risk Management, Strategic Financial..., Mergers & Acquisitions, Strategy, Series 7, Finance, Cash Management, Business Planning, Investment Advisory, Leadership
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics - Business
Merrill Lynch Wealth Management July 2012 - Present
JPMorgan Securities/ JPMorgan Chase Investment Services Corp. January 2010 - July 2012
Merrill Lynch April 2006 - January 2010
Executek Solutions, Inc. 2003 - 2006
Micron Technology 1997 - 2003
Photobit Corporation 1997 - 2001
ASC Audio Video 1996 - 1997
CSH Solutions, Inc. January 1994 - February 1996
Unitron Computer USA March 1991 - January 1994
Skills
Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Investments, 401k, Asset Allocation, Fixed Income, Equities, Portfolio Management, Asset Managment, Corporate Finance, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Development, Valuation, Treasury Management, Mergers, Start-ups, Risk Management, Strategic Financial..., Mergers & Acquisitions, Strategy, Series 7, Finance, Cash Management, Business Planning, Investment Advisory, Leadership
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics - Business
Thomas Barber's Merrill Lynch Experience August 2014 - November 2014
Job Powertrain Manufacturing Operations Intern at Tesla Motors
Industry Management Consulting
Experience
Merrill Lynch August 2014 - November 2014
Fogel Genz & Associates LLC March 2014 - July 2014
Trivium Corporate Solutions July 2013 - August 2013
Monta Vista High School May 2012 - June 2013
The Health Trust June 2012 - August 2012
Imagination Unlimited, LLC September 2011 - February 2012
California Octagon Club September 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Data Analysis, Customer Service, Event Planning, Strategic Planning, Leadership, Photoshop, Fundraising, Team Leadership, Analysis
Education
UCLA 2013 — 2017
Monta Vista High School 2009 — 2013
Merrill Lynch August 2014 - November 2014
Fogel Genz & Associates LLC March 2014 - July 2014
Trivium Corporate Solutions July 2013 - August 2013
Monta Vista High School May 2012 - June 2013
The Health Trust June 2012 - August 2012
Imagination Unlimited, LLC September 2011 - February 2012
California Octagon Club September 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Data Analysis, Customer Service, Event Planning, Strategic Planning, Leadership, Photoshop, Fundraising, Team Leadership, Analysis
Education
UCLA 2013 — 2017
Monta Vista High School 2009 — 2013
Lauren Shimbo's Merrill Lynch Experience June 2012 - September 2012
Job K1 Investment Management
Industry Venture Capital & Private Equity
Experience
K1 Investment Management September 2014 - Present
U.S. Bank September 2013 - August 2014
Merrill Lynch June 2012 - September 2012
Nordstrom June 2010 - September 2011
VIVO Ventures June 2011 - August 2011
Skills
Nonprofits, Community Outreach, Event Planning, PowerPoint, Facebook, Accounting, Microsoft Excel, Auditing, Finance, Leadership
Education
University of California, Los Angeles
B.S., Mathematics & Economics
K1 Investment Management September 2014 - Present
U.S. Bank September 2013 - August 2014
Merrill Lynch June 2012 - September 2012
Nordstrom June 2010 - September 2011
VIVO Ventures June 2011 - August 2011
Skills
Nonprofits, Community Outreach, Event Planning, PowerPoint, Facebook, Accounting, Microsoft Excel, Auditing, Finance, Leadership
Education
University of California, Los Angeles
B.S., Mathematics & Economics
David Kang David Kang's Merrill Lynch Experience February 2014 - May 2014
Job Incoming Analyst
Industry Investment Banking
Experience
Deloitte September 2015 - Present
Houlihan Lokey June 2015 - August 2015
UCLA Korean Culture Night June 2014 - April 2015
Takenaka Partners LLC August 2014 - December 2014
PwC June 2014 - August 2014
UCLA Korean Culture Night May 2013 - June 2014
Merrill Lynch February 2014 - May 2014
Ascend at UCLA February 2013 - March 2014
CohnReznick LLP August 2013 - August 2013
PwC July 2013 - July 2013
Skills
Political Science, Accounting, Music, Microsoft Office, external finance, Public Speaking, Korean, English, Academic Tutoring, Finance, Leadership, PowerPoint
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Political Science, Accounting
Troy High School 2007 — 2011
Deloitte September 2015 - Present
Houlihan Lokey June 2015 - August 2015
UCLA Korean Culture Night June 2014 - April 2015
Takenaka Partners LLC August 2014 - December 2014
PwC June 2014 - August 2014
UCLA Korean Culture Night May 2013 - June 2014
Merrill Lynch February 2014 - May 2014
Ascend at UCLA February 2013 - March 2014
CohnReznick LLP August 2013 - August 2013
PwC July 2013 - July 2013
Skills
Political Science, Accounting, Music, Microsoft Office, external finance, Public Speaking, Korean, English, Academic Tutoring, Finance, Leadership, PowerPoint
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Political Science, Accounting
Troy High School 2007 — 2011
Rosane Grecco Lopez Rosane Grecco Lopez's Merrill Lynch Experience February 1998 - December 1998
Job INDEPENDENT
Industry International Affairs
Experience
FREELANCE June 2010 - Present
The Capital Group July 2000 - February 2005
Tristar Financial January 1999 - June 2000
Merrill Lynch February 1998 - December 1998
Skills
Portuguese, English, Spanish, Multilingual, Translation, Teamwork, Word, Customer Relations, Excel, Research
Education
THE ANDERSON SCHOOL AT UCLA 1998 — 1999
Riordan Fellowship, Business Administration and Management, General
UCLA Department of International Development 1997 — 1999
Bachelors International Development Sutides, Portuguese, Spanish and English
University of California, Los Angeles UCLA 1997 — 1999
BACHELORS OF SCIENCE, INTERNATIONAL DEVELOPMENT STUDIES
University of California, Los Angeles 1996 — 1999
INTERNATIONAL DEVELOPMENT, ECONOMICS, POLITICAL ECONOMY, POVERTY, GENDER STUDIES
FREELANCE June 2010 - Present
The Capital Group July 2000 - February 2005
Tristar Financial January 1999 - June 2000
Merrill Lynch February 1998 - December 1998
Skills
Portuguese, English, Spanish, Multilingual, Translation, Teamwork, Word, Customer Relations, Excel, Research
Education
THE ANDERSON SCHOOL AT UCLA 1998 — 1999
Riordan Fellowship, Business Administration and Management, General
UCLA Department of International Development 1997 — 1999
Bachelors International Development Sutides, Portuguese, Spanish and English
University of California, Los Angeles UCLA 1997 — 1999
BACHELORS OF SCIENCE, INTERNATIONAL DEVELOPMENT STUDIES
University of California, Los Angeles 1996 — 1999
INTERNATIONAL DEVELOPMENT, ECONOMICS, POLITICAL ECONOMY, POVERTY, GENDER STUDIES
Mitch Rheingold Mitch Rheingold's Merrill Lynch Experience January 1991 - September 1997
Job Real Estate Agent at Century 21 Adobe Realty
Industry Real Estate
Experience
Century 21 Adobe Realty 2008 - Present
Morgan Stanley Wealth Management September 1997 - April 2005
Merrill Lynch January 1991 - September 1997
Skills
Investment Properties, First Time Home Buyers, Real Estate, Negotiation, Foreclosures, Condos, Short Sales, Investors, Real Property, Single Family Homes, Buyer Representation, Selling, REO, Relocation, Sellers, Rentals
Education
UCLA 1977 — 1981
Bachelor of Arts (B.A.), Pre-Law Studies/Political Science
Century 21 Adobe Realty 2008 - Present
Morgan Stanley Wealth Management September 1997 - April 2005
Merrill Lynch January 1991 - September 1997
Skills
Investment Properties, First Time Home Buyers, Real Estate, Negotiation, Foreclosures, Condos, Short Sales, Investors, Real Property, Single Family Homes, Buyer Representation, Selling, REO, Relocation, Sellers, Rentals
Education
UCLA 1977 — 1981
Bachelor of Arts (B.A.), Pre-Law Studies/Political Science
Michael Bross Michael Bross's Merrill Lynch Experience 1998 - 2001
Job
Industry Management Consulting
Experience
Red Wing Shoe Co. August 2013 - Present
Procential Partners March 2012 - August 2013
Technisource April 2010 - October 2011
Stratam Group January 2009 - March 2010
Wells Fargo Bank August 2006 - November 2008
Wells Fargo Bank December 2003 - July 2006
Merrill Lynch 1998 - 2001
Barclays Global Investors 1997 - 1998
Watson Wyatt 1986 - 1996
Watson Wyatt Worldwide 1986 - 1996
Skills
Pensions, Retirement, Healthcare, Vendor Management, SDLC, Financial Services, Process Improvement, Program Management, Project Portfolio..., PMO, Business Analysis, Risk Management, PMP, Project Management, Portfolio Management, Change Management, CRM, Leadership, Team Leadership
Education
University of California, Los Angeles 1972 — 1974
BA
Red Wing Shoe Co. August 2013 - Present
Procential Partners March 2012 - August 2013
Technisource April 2010 - October 2011
Stratam Group January 2009 - March 2010
Wells Fargo Bank August 2006 - November 2008
Wells Fargo Bank December 2003 - July 2006
Merrill Lynch 1998 - 2001
Barclays Global Investors 1997 - 1998
Watson Wyatt 1986 - 1996
Watson Wyatt Worldwide 1986 - 1996
Skills
Pensions, Retirement, Healthcare, Vendor Management, SDLC, Financial Services, Process Improvement, Program Management, Project Portfolio..., PMO, Business Analysis, Risk Management, PMP, Project Management, Portfolio Management, Change Management, CRM, Leadership, Team Leadership
Education
University of California, Los Angeles 1972 — 1974
BA
Kaitlin Boal's Merrill Lynch Experience June 2009 - September 2009
Job Associate Manager, Site Merchandising at Sam's Club
Industry Retail
Experience
Sam's Club July 2015 - Present
Lucky Brand July 2014 - July 2015
One Kings Lane June 2013 - June 2014
S&P Capital IQ July 2010 - May 2013
Merrill Lynch June 2009 - September 2009
Skills
Capital IQ, Salesforce.com, Microsoft Excel, Account Management, New Business Development, Microsoft Office, Sales, Outlook, Social Media, Customer Service, Marketing, Team Leadership, PowerPoint, CRM, Marketing Strategy, Data Analysis, Business Development, Analytics, Analysis, Instagram, Social Networking, Editing, Blogging, Financial Analysis, WordPress
Education
University of California, Los Angeles 2008 — 2010
BS, Mathematics/Economics
University of California, Santa Barbara 2006 — 2008
Bachelor of Science (BS), Financial Mathematics and Statistics
Sam's Club July 2015 - Present
Lucky Brand July 2014 - July 2015
One Kings Lane June 2013 - June 2014
S&P Capital IQ July 2010 - May 2013
Merrill Lynch June 2009 - September 2009
Skills
Capital IQ, Salesforce.com, Microsoft Excel, Account Management, New Business Development, Microsoft Office, Sales, Outlook, Social Media, Customer Service, Marketing, Team Leadership, PowerPoint, CRM, Marketing Strategy, Data Analysis, Business Development, Analytics, Analysis, Instagram, Social Networking, Editing, Blogging, Financial Analysis, WordPress
Education
University of California, Los Angeles 2008 — 2010
BS, Mathematics/Economics
University of California, Santa Barbara 2006 — 2008
Bachelor of Science (BS), Financial Mathematics and Statistics
Stephanie Otanez's Merrill Lynch Experience July 2007 - September 2008
Job Analyst at Brighton Jones
Industry Financial Services
Experience
Brighton Jones January 2015 - Present
Neuberger Berman October 2012 - August 2014
Bank of America Merrill Lynch October 2008 - August 2012
Merrill Lynch July 2007 - September 2008
Deutsche Bank, AG, London March 2006 - March 2007
Education
University of California, Los Angeles 2002 — 2005
Bachelor of Arts (B.A.), Political Science (Political Theory Concentration)
Brighton Jones January 2015 - Present
Neuberger Berman October 2012 - August 2014
Bank of America Merrill Lynch October 2008 - August 2012
Merrill Lynch July 2007 - September 2008
Deutsche Bank, AG, London March 2006 - March 2007
Education
University of California, Los Angeles 2002 — 2005
Bachelor of Arts (B.A.), Political Science (Political Theory Concentration)
Benjamin Caplan Benjamin Caplan's Merrill Lynch Experience September 2012 - December 2012
Job Business Professional at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2015 - Present
Sard Verbinnen & Co July 2013 - April 2015
Merrill Lynch September 2012 - December 2012
UBS July 2012 - September 2012
Catalyst Prep LLC June 2011 - September 2011
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics & Geography/Environmental Studies
University of Warwick 2011 — 2011
Economics
Granada Hills Senior High School 2005 — 2009
Morgan Stanley Private Wealth Management April 2015 - Present
Sard Verbinnen & Co July 2013 - April 2015
Merrill Lynch September 2012 - December 2012
UBS July 2012 - September 2012
Catalyst Prep LLC June 2011 - September 2011
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics & Geography/Environmental Studies
University of Warwick 2011 — 2011
Economics
Granada Hills Senior High School 2005 — 2009
Elan Cramer Elan Cramer's Merrill Lynch Experience June 2012 - September 2012
Job Talent Solutions Specialist at LinkedIn
Industry Internet
Experience
LinkedIn June 2015 - Present
LinkedIn September 2014 - June 2015
LinkedIn June 2013 - September 2013
Merrill Lynch June 2012 - September 2012
UCLA Health September 2010 - June 2012
Colleges Against Cancer September 2010 - June 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Los Gatos High School 2006 — 2010
LinkedIn June 2015 - Present
LinkedIn September 2014 - June 2015
LinkedIn June 2013 - September 2013
Merrill Lynch June 2012 - September 2012
UCLA Health September 2010 - June 2012
Colleges Against Cancer September 2010 - June 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Los Gatos High School 2006 — 2010
Avinoam Baral's Merrill Lynch Experience June 2014 - July 2014
Job UCLA's Student Body President
Industry Higher Education
Experience
UCLA's Undergraduate Students Association Council 2014 - 2015
UCLA's Undergraduate Students Association Council May 2014 - November 2014
Morgan Stanley July 2014 - September 2014
Merrill Lynch June 2014 - July 2014
Skills
Leadership, Public Speaking, Community Outreach, Fundraising, Project Management, Social Media, Team Management, PowerPoint, Student Government, Microsoft Excel, Microsoft Office, Teaching, Research, Microsoft Word, Google Apps, Laboratory Skills, Interpersonal..., Customer Service, Event Planning, Nonprofits, Social Networking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Human Biology and Society
Eretz Hatzvi Institute 2010 — 2011
Jewish Studies
Northwest Yeshiva High School 2006 — 2010
UCLA's Undergraduate Students Association Council 2014 - 2015
UCLA's Undergraduate Students Association Council May 2014 - November 2014
Morgan Stanley July 2014 - September 2014
Merrill Lynch June 2014 - July 2014
Skills
Leadership, Public Speaking, Community Outreach, Fundraising, Project Management, Social Media, Team Management, PowerPoint, Student Government, Microsoft Excel, Microsoft Office, Teaching, Research, Microsoft Word, Google Apps, Laboratory Skills, Interpersonal..., Customer Service, Event Planning, Nonprofits, Social Networking
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Science (B.S.), Human Biology and Society
Eretz Hatzvi Institute 2010 — 2011
Jewish Studies
Northwest Yeshiva High School 2006 — 2010
Darion Lee's Merrill Lynch Experience August 2013 - November 2013
Job Incoming Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2015 - Present
CodePort February 2014 - Present
Deutsche Bank June 2015 - August 2015
Structure LLC September 2014 - June 2015
Facebook July 2014 - September 2014
Breakaway Capital April 2014 - July 2014
Charity Brands Consulting February 2014 - April 2014
Merrill Lynch August 2013 - November 2013
PennyPop July 2013 - September 2013
Daily Bruin January 2013 - September 2013
Skills
Financial Modeling, Valuation, Social Media, Marketing Strategy, Web Development, Public Speaking, Business Development, Investments, Mergers & Acquisitions
Education
University of California, Los Angeles 2012 — 2016
Bachelor's degree, Business/Managerial Economics
Deutsche Bank August 2015 - Present
CodePort February 2014 - Present
Deutsche Bank June 2015 - August 2015
Structure LLC September 2014 - June 2015
Facebook July 2014 - September 2014
Breakaway Capital April 2014 - July 2014
Charity Brands Consulting February 2014 - April 2014
Merrill Lynch August 2013 - November 2013
PennyPop July 2013 - September 2013
Daily Bruin January 2013 - September 2013
Skills
Financial Modeling, Valuation, Social Media, Marketing Strategy, Web Development, Public Speaking, Business Development, Investments, Mergers & Acquisitions
Education
University of California, Los Angeles 2012 — 2016
Bachelor's degree, Business/Managerial Economics
Matt Christensen Matt Christensen's Merrill Lynch Experience April 2007 - May 2009
Job Senior Managing Director at OpusBank
Industry Banking
Experience
OpusBank December 2014 - Present
Bridge Bank June 2013 - June 2014
City National Bank January 2011 - June 2013
Bank of America Merrill Lynch August 2009 - December 2010
Merrill Lynch April 2007 - May 2009
GE Capital October 2002 - April 2007
GE Capital July 2000 - August 2002
Skills
Commercial Banking, Middle Market, Retail Banking, Asset Based Lending, Commercial Lending, Credit, Credit Analysis, Lines Of Credit, Small Business Lending, Loans, Banking
Education
UCLA 1981 — 1983
Business Economics, Accounting, Finance & Business Law
OpusBank December 2014 - Present
Bridge Bank June 2013 - June 2014
City National Bank January 2011 - June 2013
Bank of America Merrill Lynch August 2009 - December 2010
Merrill Lynch April 2007 - May 2009
GE Capital October 2002 - April 2007
GE Capital July 2000 - August 2002
Skills
Commercial Banking, Middle Market, Retail Banking, Asset Based Lending, Commercial Lending, Credit, Credit Analysis, Lines Of Credit, Small Business Lending, Loans, Banking
Education
UCLA 1981 — 1983
Business Economics, Accounting, Finance & Business Law
Marc Daniels Marc Daniels's Merrill Lynch Experience June 2007 - September 2007
Job Sales at Barracuda Networks
Industry Internet
Experience
SignNow July 2012 - 2013
StartupZero March 2012 - June 2012
Science Studio December 2011 - February 2012
All Knight September 2010 - November 2011
Maxim Healthcare Services September 2009 - August 2010
adidas October 2006 - September 2008
Merrill Lynch June 2007 - September 2007
Skills
Business Development, Negotiation, Sales, Strategic Planning, Start-ups, SaaS, Mobile Devices
Education
University of California, Los Angeles
Costa Mesa High School
SignNow July 2012 - 2013
StartupZero March 2012 - June 2012
Science Studio December 2011 - February 2012
All Knight September 2010 - November 2011
Maxim Healthcare Services September 2009 - August 2010
adidas October 2006 - September 2008
Merrill Lynch June 2007 - September 2007
Skills
Business Development, Negotiation, Sales, Strategic Planning, Start-ups, SaaS, Mobile Devices
Education
University of California, Los Angeles
Costa Mesa High School
Jessica Lau's Merrill Lynch Experience January 2006 - January 2007
Job Business Management Consultant in Financial Services, MBA
Industry Management Consulting
Experience
Jamii Jewelry June 2011 - Present
Real Estate October 2010 - Present
CAST Management Consultants June 2008 - September 2013
Merrill Lynch January 2006 - January 2007
Skills
Entrepreneurship, Public Speaking, Non-profits, Business Development, Financial Analysis, Workshop Facilitation, Data Analysis, Valuation, Risk Management, Marketing, Customer Service, Mergers, Asset Managment, Management Consulting, Business Strategy, Financial Modeling, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Consulting, Business Analysis, Real Estate, Analysis, Wealth Management, Strategic Financial..., Organizational..., Financial Services, Business Process..., Investments, Insurance, Due Diligence, Strategic Planning, Small Business, Fundraising, Mortgage Lending, Investors, Real Estate Economics, Strategy, Sales Management, Finance, Banking, Project Management, Business Transformation, Program Management, Equities, Change Management, Competitive Analysis, Marketing Strategy, Process Improvement
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2003 — 2007
Bachelor of Arts, Sociology
Sacred Heart Cathedral Preparatory 1999 — 2003
Peak Potentials Training
Train the Trainer Certifcation, Business, Marketing, and Investing
Jamii Jewelry June 2011 - Present
Real Estate October 2010 - Present
CAST Management Consultants June 2008 - September 2013
Merrill Lynch January 2006 - January 2007
Skills
Entrepreneurship, Public Speaking, Non-profits, Business Development, Financial Analysis, Workshop Facilitation, Data Analysis, Valuation, Risk Management, Marketing, Customer Service, Mergers, Asset Managment, Management Consulting, Business Strategy, Financial Modeling, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Consulting, Business Analysis, Real Estate, Analysis, Wealth Management, Strategic Financial..., Organizational..., Financial Services, Business Process..., Investments, Insurance, Due Diligence, Strategic Planning, Small Business, Fundraising, Mortgage Lending, Investors, Real Estate Economics, Strategy, Sales Management, Finance, Banking, Project Management, Business Transformation, Program Management, Equities, Change Management, Competitive Analysis, Marketing Strategy, Process Improvement
Education
University of Oxford - Said Business School 2014 — 2015
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2003 — 2007
Bachelor of Arts, Sociology
Sacred Heart Cathedral Preparatory 1999 — 2003
Peak Potentials Training
Train the Trainer Certifcation, Business, Marketing, and Investing
Matt Veneman Matt Veneman's Merrill Lynch Experience October 2012 - May 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Clear Capital Advisors September 2013 - December 2013
Miracle Mile Advisors June 2013 - August 2013
Merrill Lynch October 2012 - May 2013
Skills
Bloomberg Terminal, Microsoft Word, PowerPoint, Microsoft Excel, Investments, Writing
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Granite Bay High School 2008 — 2011
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Clear Capital Advisors September 2013 - December 2013
Miracle Mile Advisors June 2013 - August 2013
Merrill Lynch October 2012 - May 2013
Skills
Bloomberg Terminal, Microsoft Word, PowerPoint, Microsoft Excel, Investments, Writing
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Granite Bay High School 2008 — 2011
Danielle Sercu Danielle Sercu's Merrill Lynch Experience October 2012 - December 2012
Job Associate at PwC
Industry Financial Services
Experience
PwC October 2014 - Present
PwC June 2013 - August 2013
Merrill Lynch October 2012 - December 2012
Skills
Assurance, Microsoft Excel, Research, Financial Accounting, Real Estate, Accounting, Financial Analysis, Financial Modeling, US GAAP, Economics, Internal Controls, Access, Auditing, External Audit, IFRS, Analysis, GAAP, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Budgets, Risk Management, PowerPoint
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics, Minor in Accounting
PwC October 2014 - Present
PwC June 2013 - August 2013
Merrill Lynch October 2012 - December 2012
Skills
Assurance, Microsoft Excel, Research, Financial Accounting, Real Estate, Accounting, Financial Analysis, Financial Modeling, US GAAP, Economics, Internal Controls, Access, Auditing, External Audit, IFRS, Analysis, GAAP, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Budgets, Risk Management, PowerPoint
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics, Minor in Accounting
Ronit Hakakha Ronit Hakakha's Merrill Lynch Experience June 2010 - September 2010
Job Health and Benefits Analyst at Mercer
Industry International Trade and Development
Experience
Mercer July 2014 - Present
Magen David Adom in Israel February 2014 - July 2014
Mercer June 2013 - December 2013
Hillel at UCLA July 2012 - June 2013
Merrill Lynch Private Banking and Investment Group June 2012 - August 2012
GoBio Inc. June 2011 - September 2011
Ember Arts June 2011 - August 2011
Campus Entrepreneurs Initiative September 2010 - June 2011
Merrill Lynch June 2010 - September 2010
Skills
Microsoft Excel, Data Analysis, Financial Analysis, PowerPoint, Microsoft Word, InDesign, Social Media, Event Planning, Fundraising, Social Networking, Grant Writing, Travel Blogging, Creative Writing, Community Outreach, Nonprofits
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Economics and International Development Studies
San Diego Jewish Academy 2005 — 2009
Mercer July 2014 - Present
Magen David Adom in Israel February 2014 - July 2014
Mercer June 2013 - December 2013
Hillel at UCLA July 2012 - June 2013
Merrill Lynch Private Banking and Investment Group June 2012 - August 2012
GoBio Inc. June 2011 - September 2011
Ember Arts June 2011 - August 2011
Campus Entrepreneurs Initiative September 2010 - June 2011
Merrill Lynch June 2010 - September 2010
Skills
Microsoft Excel, Data Analysis, Financial Analysis, PowerPoint, Microsoft Word, InDesign, Social Media, Event Planning, Fundraising, Social Networking, Grant Writing, Travel Blogging, Creative Writing, Community Outreach, Nonprofits
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Economics and International Development Studies
San Diego Jewish Academy 2005 — 2009
Margaret Kong Margaret Kong's Merrill Lynch Experience October 2003 - June 2006
Job International Business Development ManagerAsia Pacific Division at Live Content Networks
Industry Media Production
Experience
Live Content Networks August 2009 - Present
Merrill Lynch October 2003 - June 2006
Morgan Stanley June 2001 - October 2003
Skills
Finance, Investments, Financial Planning, Financial Analysis, Portfolio Management, Microsoft Office, Management, Social Media, Wealth Management, Marketing, Strategic Planning, Leadership, Financial Services, Equities, Mutual Funds
Education
UCLA
Bachelor of Arts (B.A.), Business Economics
Live Content Networks August 2009 - Present
Merrill Lynch October 2003 - June 2006
Morgan Stanley June 2001 - October 2003
Skills
Finance, Investments, Financial Planning, Financial Analysis, Portfolio Management, Microsoft Office, Management, Social Media, Wealth Management, Marketing, Strategic Planning, Leadership, Financial Services, Equities, Mutual Funds
Education
UCLA
Bachelor of Arts (B.A.), Business Economics
Timothy Luong's Merrill Lynch Experience July 2014 - September 2014
Job Global Wealth Management Intern at Merrill Lynch
Industry Investment Banking
Experience
Deloitte June 2015 - June 2015
Merrill Lynch July 2014 - September 2014
Delta Alarm Security Systems, Inc. June 2011 - August 2013
Skills
Public Speaking, Leadership, Entrepreneurship, Social Media, Financial Analysis, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.), Business Economics
Valley Christian High School 2009 — 2013
Deloitte June 2015 - June 2015
Merrill Lynch July 2014 - September 2014
Delta Alarm Security Systems, Inc. June 2011 - August 2013
Skills
Public Speaking, Leadership, Entrepreneurship, Social Media, Financial Analysis, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.), Business Economics
Valley Christian High School 2009 — 2013
Tina Phan's Merrill Lynch Experience June 2013 - September 2013
Job Intern at The Boeing Company
Industry Financial Services
Experience
Boeing March 2015 - Present
20th Century Fox Film June 2014 - January 2015
Ronald Reagan UCLA Medical Center October 2013 - May 2014
Signature Estate & Investment Advisors, LLC November 2013 - February 2014
Law Office of Anthony Tall April 2013 - October 2013
Merrill Lynch June 2013 - September 2013
Skills
Microsoft Office, Research, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Outlook, Social Networking, Event Planning, Microsoft Word, English, Facebook, Market Research, Nonprofits
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (BA), Business Economics & Psychology
Boeing March 2015 - Present
20th Century Fox Film June 2014 - January 2015
Ronald Reagan UCLA Medical Center October 2013 - May 2014
Signature Estate & Investment Advisors, LLC November 2013 - February 2014
Law Office of Anthony Tall April 2013 - October 2013
Merrill Lynch June 2013 - September 2013
Skills
Microsoft Office, Research, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Outlook, Social Networking, Event Planning, Microsoft Word, English, Facebook, Market Research, Nonprofits
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (BA), Business Economics & Psychology
Kaveh Motamed Kaveh Motamed's Merrill Lynch Experience January 2007 - March 2007
Job Marketing Operations Manager at ZipRecruiter
Industry Information Technology and Services
Experience
Red Diamond Investment Group, LLC January 2012 - Present
ZipRecruiter March 2015 - Present
Nine Lives Products, LLC February 2012 - December 2014
Docstoc (Acquired by Intuit NYSE:INTU Dec 2013) February 2010 - June 2013
Mason Investments, LLC November 2009 - January 2010
Clean Energy Asset Management May 2008 - September 2009
Euro Pacific Capital March 2008 - August 2008
Merrill Lynch January 2007 - March 2007
Skills
Start-ups, Entrepreneurship, Financial Modeling, Venture Capital, Leadership, Mergers & Acquisitions, E-commerce, Online Advertising, Sales, Online Marketing, CRM, Business Development, Social Media Marketing, Product Management, Content Strategy, Business Strategy, Private Equity, Mergers, Strategic Partnerships, Analytics, Strategy, Market Research
Education
University of California, Los Angeles 2004 — 2008
BS, Business Economics, Accounting
Red Diamond Investment Group, LLC January 2012 - Present
ZipRecruiter March 2015 - Present
Nine Lives Products, LLC February 2012 - December 2014
Docstoc (Acquired by Intuit NYSE:INTU Dec 2013) February 2010 - June 2013
Mason Investments, LLC November 2009 - January 2010
Clean Energy Asset Management May 2008 - September 2009
Euro Pacific Capital March 2008 - August 2008
Merrill Lynch January 2007 - March 2007
Skills
Start-ups, Entrepreneurship, Financial Modeling, Venture Capital, Leadership, Mergers & Acquisitions, E-commerce, Online Advertising, Sales, Online Marketing, CRM, Business Development, Social Media Marketing, Product Management, Content Strategy, Business Strategy, Private Equity, Mergers, Strategic Partnerships, Analytics, Strategy, Market Research
Education
University of California, Los Angeles 2004 — 2008
BS, Business Economics, Accounting
Katherine McAdams Katherine McAdams's Merrill Lynch Experience June 2007 - August 2007
Job Vice President at Wells Fargo Bank, N.A.
Industry Real Estate
Experience
Wells Fargo January 2011 - Present
Wells Fargo July 2010 - December 2010
Wells Fargo July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Portfolio Management, Finance, Credit, Loans
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts (B.A.) History, Minor in Accounting
Wells Fargo January 2011 - Present
Wells Fargo July 2010 - December 2010
Wells Fargo July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Portfolio Management, Finance, Credit, Loans
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts (B.A.) History, Minor in Accounting
Kim Dang Kim Dang's Merrill Lynch Experience June 2007 - August 2007
Job Inside Account Executive at ImpresTechnology Solutions, Inc.
Industry Information Technology and Services
Experience
IMPRES Technology Solutions, Inc. April 2012 - Present
Dr. Gunnar Heuser, Ph.D., M.D. June 2008 - June 2012
Target March 2011 - April 2012
Merrill Lynch June 2007 - August 2007
Skills
Drupal, PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Data Analysis, Photoshop, Customer Service, Analysis, Marketing, Entrepreneurship, Sales, Wordpress, SEO, E-commerce, Federal Government Sales, Federal Government..., Federal Government..., Magento, WordPress, Online Marketing, Social Media Marketing, Program Management, Professional Services, Business Development, Salesforce.com, Account Management, CRM, Strategy, SaaS, Strategic Partnerships, Lead Generation, Start-ups, Analytics, Security, Enterprise Software, Solution Selling, Competitive Analysis, Team Leadership, Leadership, Direct Sales
Education
University of California, Los Angeles 2004 — 2009
Bachelor
IMPRES Technology Solutions, Inc. April 2012 - Present
Dr. Gunnar Heuser, Ph.D., M.D. June 2008 - June 2012
Target March 2011 - April 2012
Merrill Lynch June 2007 - August 2007
Skills
Drupal, PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Data Analysis, Photoshop, Customer Service, Analysis, Marketing, Entrepreneurship, Sales, Wordpress, SEO, E-commerce, Federal Government Sales, Federal Government..., Federal Government..., Magento, WordPress, Online Marketing, Social Media Marketing, Program Management, Professional Services, Business Development, Salesforce.com, Account Management, CRM, Strategy, SaaS, Strategic Partnerships, Lead Generation, Start-ups, Analytics, Security, Enterprise Software, Solution Selling, Competitive Analysis, Team Leadership, Leadership, Direct Sales
Education
University of California, Los Angeles 2004 — 2009
Bachelor
Angela Chen Angela Chen's Merrill Lynch Experience July 2004 - June 2006
Job Founder at Capalio
Industry Commercial Real Estate
Experience
Capalio November 2014 - Present
Vantage Data Centers June 2011 - August 2013
Farallon Capital Management June 2006 - June 2011
Merrill Lynch July 2004 - June 2006
Skills
Business Strategy, Strategy, Portfolio Management, Finance, Valuation, Corporate Development, Mergers & Acquisitions, Enterprise Software, Venture Capital, Financial Analysis, Private Equity, Start-ups, Corporate Finance, Investments, Financial Modeling, Investment Banking, Management, Equities, Due Diligence, Entrepreneurship, Business Development, Asset Management, Strategic Planning, IPO, Capital Markets
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2000 — 2004
BA, Business Economics, Accounting Minor
Capalio November 2014 - Present
Vantage Data Centers June 2011 - August 2013
Farallon Capital Management June 2006 - June 2011
Merrill Lynch July 2004 - June 2006
Skills
Business Strategy, Strategy, Portfolio Management, Finance, Valuation, Corporate Development, Mergers & Acquisitions, Enterprise Software, Venture Capital, Financial Analysis, Private Equity, Start-ups, Corporate Finance, Investments, Financial Modeling, Investment Banking, Management, Equities, Due Diligence, Entrepreneurship, Business Development, Asset Management, Strategic Planning, IPO, Capital Markets
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2000 — 2004
BA, Business Economics, Accounting Minor
cc l's Merrill Lynch Experience July 2005 - December 2005
Job .
Industry Consumer Goods
Experience
Xentre Technology Limited September 2009 - December 2011
Paramount Pictures March 2007 - January 2009
RNC Genter Capital Management August 2006 - March 2007
Asian American Tutorial Project September 2005 - December 2006
Paramount Pictures January 2006 - August 2006
UCLA Labor Occupational Safety & Health July 2005 - March 2006
Merrill Lynch July 2005 - December 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Corporate Finance, Marketing Research, Marketing Communications, CMS, SAP, Entertainment Licensing, Branded Entertainment, Brand Licensing, Royalties, Purchasing Processes, Automotive Parts, Automotive, Internet, Accounts Receivable, Accounts Payable, Office Administration, Supply Chain Operations, Accounting
Education
UCLA
Bachelor of Arts (B.A.), Economics
Xentre Technology Limited September 2009 - December 2011
Paramount Pictures March 2007 - January 2009
RNC Genter Capital Management August 2006 - March 2007
Asian American Tutorial Project September 2005 - December 2006
Paramount Pictures January 2006 - August 2006
UCLA Labor Occupational Safety & Health July 2005 - March 2006
Merrill Lynch July 2005 - December 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Corporate Finance, Marketing Research, Marketing Communications, CMS, SAP, Entertainment Licensing, Branded Entertainment, Brand Licensing, Royalties, Purchasing Processes, Automotive Parts, Automotive, Internet, Accounts Receivable, Accounts Payable, Office Administration, Supply Chain Operations, Accounting
Education
UCLA
Bachelor of Arts (B.A.), Economics
Dennis Yen Dennis Yen's Merrill Lynch Experience 2009 - 2011
Job Realtor at YenHomes at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty 2006 - Present
Freelance Music Composer and Sound Designer 1998 - Present
Merrill Lynch 2009 - 2011
Bank of America 1993 - 2009
Wells Fargo 1986 - 1993
Skills
Financial Analysis, Financial Planning, Market Analysis, Client Services, Client Relationship..., Client Acquisition, Client Retention, Wealth Management, Wealth Building, Comprehensive Wealth..., Real Estate, Real Estate Transactions, Real Estate Investment, Real Estate Financing, Compliance Management, Compliance Audits, Loss Mitigation, Credit Risk, Business Process Design, sound desi, Music Production, Compliance, Film Scoring, Music Creation, Composition, Contract Negotiations, Investment Properties, Strategic Financial..., Contract Negotiation, First Time Home Buyers, Short Sales, Management, Sellers
Education
UCLA
Keller Williams Realty 2006 - Present
Freelance Music Composer and Sound Designer 1998 - Present
Merrill Lynch 2009 - 2011
Bank of America 1993 - 2009
Wells Fargo 1986 - 1993
Skills
Financial Analysis, Financial Planning, Market Analysis, Client Services, Client Relationship..., Client Acquisition, Client Retention, Wealth Management, Wealth Building, Comprehensive Wealth..., Real Estate, Real Estate Transactions, Real Estate Investment, Real Estate Financing, Compliance Management, Compliance Audits, Loss Mitigation, Credit Risk, Business Process Design, sound desi, Music Production, Compliance, Film Scoring, Music Creation, Composition, Contract Negotiations, Investment Properties, Strategic Financial..., Contract Negotiation, First Time Home Buyers, Short Sales, Management, Sellers
Education
UCLA
Joshua Steinberg Joshua Steinberg's Merrill Lynch Experience 1998 - 1998
Job Investor Extraordinaire
Industry Investment Management
Experience
Investing Like Crazy, Ltd. January 2000 - Present
Investing Pros 1998 - 2000
Merrill Lynch 1998 - 1998
Skills
Financial Analysis, Financial Planning, Financial Reporting, Investments, Investment Properties, Investor Relations, Investment Strategies, Real Estate Investment, Real Estate Finance, Strategic Financial..., Real Estate Economics, Asset Management, Due Diligence
Education
UCLA
Investing Like Crazy, Ltd. January 2000 - Present
Investing Pros 1998 - 2000
Merrill Lynch 1998 - 1998
Skills
Financial Analysis, Financial Planning, Financial Reporting, Investments, Investment Properties, Investor Relations, Investment Strategies, Real Estate Investment, Real Estate Finance, Strategic Financial..., Real Estate Economics, Asset Management, Due Diligence
Education
UCLA
Lauren (Coate) Allora Lauren (Coate) Allora's Merrill Lynch Experience April 2015 - Present
Job Vice President at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch April 2015 - Present
Flynn Family Office (FFO) June 2014 - March 2015
Rothstein Kass June 2010 - May 2014
Skills
Wealth Management
Education
UCLA 1998 — 2002
BA, Italian, Business
Merrill Lynch April 2015 - Present
Flynn Family Office (FFO) June 2014 - March 2015
Rothstein Kass June 2010 - May 2014
Skills
Wealth Management
Education
UCLA 1998 — 2002
BA, Italian, Business
Andre Marcarian's Merrill Lynch Experience 2009 - 2009
Job Consultant at Deloitte Strategy & Operations Consulting
Industry Management Consulting
Experience
Deloitte Consulting LLP 2013 - Present
Gnarus Advisors LLC 2012 - 2012
Morgan Stanley 2011 - 2011
Interior Natures Design 2009 - 2010
Merrill Lynch 2009 - 2009
Skills
Matlab, Microsoft Excel, Business Development, Qualitative Research, Strategic Planning, Data Analysis, Market Research, Public Speaking, Social Media, Research, Financial Modeling, Writing, Analytics, Management Consulting, Budgets
Education
UCLA
BA, Business Economics
Capistrano Valley High School
Deloitte Consulting LLP 2013 - Present
Gnarus Advisors LLC 2012 - 2012
Morgan Stanley 2011 - 2011
Interior Natures Design 2009 - 2010
Merrill Lynch 2009 - 2009
Skills
Matlab, Microsoft Excel, Business Development, Qualitative Research, Strategic Planning, Data Analysis, Market Research, Public Speaking, Social Media, Research, Financial Modeling, Writing, Analytics, Management Consulting, Budgets
Education
UCLA
BA, Business Economics
Capistrano Valley High School
Micah Reed Micah Reed's Merrill Lynch Experience April 2011 - May 2012
Job Senior Account Representative at Rosland Capital
Industry Financial Services
Experience
Rosland Capital May 2012 - Present
Merrill Lynch April 2011 - May 2012
Merrill Lynch Global Wealth Management April 2011 - April 2012
Air2Water March 2009 - March 2011
Ojai Valley Inn & Spa May 2010 - November 2010
UCLA Football 2004 - 2008
Skills
Investments, Sales, Direct Sales, Account Management, Financial Analysis, Microsoft Excel, Customer Service, Team Building, Microsoft Word, Negotiation, Event Planning, Microsoft Office, Marketing Strategy, Event Management, Economics, Social Media Marketing, Public Relations, Advertising, Budget, Forecasting, Finance
Education
University of California, Los Angeles 2004 — 2009
BA, History
Rosland Capital May 2012 - Present
Merrill Lynch April 2011 - May 2012
Merrill Lynch Global Wealth Management April 2011 - April 2012
Air2Water March 2009 - March 2011
Ojai Valley Inn & Spa May 2010 - November 2010
UCLA Football 2004 - 2008
Skills
Investments, Sales, Direct Sales, Account Management, Financial Analysis, Microsoft Excel, Customer Service, Team Building, Microsoft Word, Negotiation, Event Planning, Microsoft Office, Marketing Strategy, Event Management, Economics, Social Media Marketing, Public Relations, Advertising, Budget, Forecasting, Finance
Education
University of California, Los Angeles 2004 — 2009
BA, History
Tina Gotlibowski's Merrill Lynch Experience 1998 - 2001
Job Occupational motorcyclist
Industry Information Services
Experience
Bougie Hooligans, Inc. August 2011 - Present
Provident Financial Management November 2008 - August 2010
First Command Financial Planning September 2007 - August 2008
merrill lynch 1998 - 2001
Education
University of California, Los Angeles 1991 — 1995
Bougie Hooligans, Inc. August 2011 - Present
Provident Financial Management November 2008 - August 2010
First Command Financial Planning September 2007 - August 2008
merrill lynch 1998 - 2001
Education
University of California, Los Angeles 1991 — 1995
Aaron Deedon, CIMA Aaron Deedon, CIMA's Merrill Lynch Experience April 2000 - April 2006
Job Regional Vice President, Mutual Fund Specialist at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company July 2015 - Present
Wells Fargo March 2014 - Present
Morgan Stanley Smith Barney August 2010 - March 2014
Transamerica January 2009 - August 2010
AllianceBernstein April 2006 - October 2008
Merrill Lynch April 2000 - April 2006
SunAmerica Inc 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
Pacific Life Insurance Company July 2015 - Present
Wells Fargo March 2014 - Present
Morgan Stanley Smith Barney August 2010 - March 2014
Transamerica January 2009 - August 2010
AllianceBernstein April 2006 - October 2008
Merrill Lynch April 2000 - April 2006
SunAmerica Inc 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
Judy Pereira Hagler Judy Pereira Hagler's Merrill Lynch Experience 1986 - 1991
Job owner, Translations Gallery
Industry Fine Art
Experience
Translations Gallery June 2006 - Present
Merrill Lynch 1986 - 1991
FORTH, Inc. 1982 - 1986
Education
University of California, Los Angeles
BA, political science
Translations Gallery June 2006 - Present
Merrill Lynch 1986 - 1991
FORTH, Inc. 1982 - 1986
Education
University of California, Los Angeles
BA, political science
Jonathan Kim Jonathan Kim's Merrill Lynch Experience May 2015 - Present
Job iOS Developer at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch May 2015 - Present
Wisp.co March 2015 - May 2015
Mobile Makers Academy October 2014 - December 2014
Wunderman August 2012 - August 2014
Microsoft August 2012 - August 2014
The World March 2012 - July 2012
Wilshire State Bank December 2010 - February 2012
Gemstone Capital LLC June 2010 - September 2010
US Metro Bank June 2009 - September 2009
Skills
iOS Development, Objective-C, Xcode, Github, Git, Agile Methodologies, Digital Marketing, Online Marketing, Analytics, Strategic Planning, Digital Media, CSP Tool, Business Strategy, Account Management, Team Leadership, Facebook, Customer Service, B2B Marketing, Social Media Marketing, Client Services, Client Service, Customer Relations, CRM, Web Analytics, Swift
Education
UCLA 2006 — 2010
BA, Economics and Psychology (double major)
Merrill Lynch May 2015 - Present
Wisp.co March 2015 - May 2015
Mobile Makers Academy October 2014 - December 2014
Wunderman August 2012 - August 2014
Microsoft August 2012 - August 2014
The World March 2012 - July 2012
Wilshire State Bank December 2010 - February 2012
Gemstone Capital LLC June 2010 - September 2010
US Metro Bank June 2009 - September 2009
Skills
iOS Development, Objective-C, Xcode, Github, Git, Agile Methodologies, Digital Marketing, Online Marketing, Analytics, Strategic Planning, Digital Media, CSP Tool, Business Strategy, Account Management, Team Leadership, Facebook, Customer Service, B2B Marketing, Social Media Marketing, Client Services, Client Service, Customer Relations, CRM, Web Analytics, Swift
Education
UCLA 2006 — 2010
BA, Economics and Psychology (double major)
Brian Yun Brian Yun's Merrill Lynch Experience 2000 - 2002
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Wells Fargo Advisors 2005 - 2012
Merrill Lynch 2000 - 2002
Merrill Lynch 2000 - 2002
Education
UCLA 1986 — 1991
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. 2012 - Present
Wells Fargo Advisors 2005 - 2012
Merrill Lynch 2000 - 2002
Merrill Lynch 2000 - 2002
Education
UCLA 1986 — 1991
Bachelor's degree, Economics
Abelardo Nery Abelardo Nery's Merrill Lynch Experience January 2011 - March 2011
Job Research Assistant at HighTower
Industry Legal Services
Experience
HighTower September 2012 - Present
Resolution Economics May 2011 - August 2012
Merrill Lynch January 2011 - March 2011
Skills
Data Analysis, Microsoft Office, Economics
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
HighTower September 2012 - Present
Resolution Economics May 2011 - August 2012
Merrill Lynch January 2011 - March 2011
Skills
Data Analysis, Microsoft Office, Economics
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Mariam Aziz Mariam Aziz's Merrill Lynch Experience November 2007 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2007 - Present
Education
Keller Graduate School of Management
MBA, Marketing
University of California, Los Angeles
BA, Sociology
Merrill Lynch November 2007 - Present
Education
Keller Graduate School of Management
MBA, Marketing
University of California, Los Angeles
BA, Sociology
Joe Silvestre's Merrill Lynch Experience January 1970 - January 1973
Job CEO at Ardent Construction
Industry Real Estate
Experience
Self-employed January 1980 - Present
Ardent Construction January 1980 - Present
Silvestre Realty March 1967 - July 1977
Merrill Lynch January 1970 - January 1973
Skills
Multi-family Investments, Real Estate Investments, Diversified Investments, Construction, Property Management, Investment Properties, Apartments, Management, Investors, Real Estate, Brokerage
Education
UCLA
Self-employed January 1980 - Present
Ardent Construction January 1980 - Present
Silvestre Realty March 1967 - July 1977
Merrill Lynch January 1970 - January 1973
Skills
Multi-family Investments, Real Estate Investments, Diversified Investments, Construction, Property Management, Investment Properties, Apartments, Management, Investors, Real Estate, Brokerage
Education
UCLA
Shawn Tydlaska, CFP®'s Merrill Lynch Experience June 2003 - August 2003
Job MBA, University of Michigan Ross School of Business
Industry Financial Services
Experience
Raymond James Financial, Inc. March 2015 - June 2015
MyVest June 2014 - August 2014
Equitas Holdings March 2014 - May 2014
Hokanson Associates August 2011 - May 2013
WFP Securities October 2010 - June 2011
Blankinship & Foster, LLC June 2010 - August 2010
GMO (Grantham, Mayo, Van Otterloo & Co.) September 2008 - June 2010
Capital Group May 2004 - August 2008
UCLA 1999 - 2004
Merrill Lynch June 2003 - August 2003
Skills
Bloomberg, Goldmine, Morningstar, Excel, Junxure, E-money, Investments, Asset Managment, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Series 7, Asset Allocation, Financial Analysis, Equities, Asset Management, Financial Services, Retirement, Finance, Microsoft Excel, Investment Strategies, High Net Worth..., Investment Advisory
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Finance
University of California, Los Angeles 1999 — 2004
Bachelor of Arts, Economics, Minor in Education
UCLA Extension 2007 — 2009
CFP, Certified Financial Planning Education Course
Raymond James Financial, Inc. March 2015 - June 2015
MyVest June 2014 - August 2014
Equitas Holdings March 2014 - May 2014
Hokanson Associates August 2011 - May 2013
WFP Securities October 2010 - June 2011
Blankinship & Foster, LLC June 2010 - August 2010
GMO (Grantham, Mayo, Van Otterloo & Co.) September 2008 - June 2010
Capital Group May 2004 - August 2008
UCLA 1999 - 2004
Merrill Lynch June 2003 - August 2003
Skills
Bloomberg, Goldmine, Morningstar, Excel, Junxure, E-money, Investments, Asset Managment, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Series 7, Asset Allocation, Financial Analysis, Equities, Asset Management, Financial Services, Retirement, Finance, Microsoft Excel, Investment Strategies, High Net Worth..., Investment Advisory
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship, Finance
University of California, Los Angeles 1999 — 2004
Bachelor of Arts, Economics, Minor in Education
UCLA Extension 2007 — 2009
CFP, Certified Financial Planning Education Course
Franco Mortarotti Franco Mortarotti's Merrill Lynch Experience 1984 - 1986
Job FDIC DRR Asset Management
Industry Banking
Experience
FDIC August 2009 - Present
Zermatt Capital Management October 1993 - August 2009
A.G. Matthews & Co. 1987 - 1993
Prudential Financial 1986 - 1987
Merrill Lynch 1984 - 1986
Skills
Loans, Portfolio Management, Commercial Banking, Investment Banking, Investment Advisory, Risk Management, Disposition, Commercial Litigation, Commercial Real Estate, SFR, Basel II, Global Strategy, International Banking..., Credit, Investments, Asset Management, Mortgage Lending, Due Diligence, Finance, Financial Institutions, Mortgage Banking, Banking, Loan Origination, Financial Analysis, Securities, Consumer Lending, Credit Analysis, Commercial Lending, Credit Risk, Financial Services, Financial Modeling, Financial Structuring, Structured Finance, Valuation, Financial Risk, Operational Risk, Funding, Fixed Income, Capital Markets, Cash Management, Equities, Corporate Finance, Executive Management, Private Equity, Mergers & Acquisitions, Hedge Funds, Restructuring, Derivatives, Real Estate Financing
Education
UCLA
UMass Boston
BHHS
Ecole des Roche, Switzerland
FDIC August 2009 - Present
Zermatt Capital Management October 1993 - August 2009
A.G. Matthews & Co. 1987 - 1993
Prudential Financial 1986 - 1987
Merrill Lynch 1984 - 1986
Skills
Loans, Portfolio Management, Commercial Banking, Investment Banking, Investment Advisory, Risk Management, Disposition, Commercial Litigation, Commercial Real Estate, SFR, Basel II, Global Strategy, International Banking..., Credit, Investments, Asset Management, Mortgage Lending, Due Diligence, Finance, Financial Institutions, Mortgage Banking, Banking, Loan Origination, Financial Analysis, Securities, Consumer Lending, Credit Analysis, Commercial Lending, Credit Risk, Financial Services, Financial Modeling, Financial Structuring, Structured Finance, Valuation, Financial Risk, Operational Risk, Funding, Fixed Income, Capital Markets, Cash Management, Equities, Corporate Finance, Executive Management, Private Equity, Mergers & Acquisitions, Hedge Funds, Restructuring, Derivatives, Real Estate Financing
Education
UCLA
UMass Boston
BHHS
Ecole des Roche, Switzerland
Michael Cress Michael Cress's Merrill Lynch Experience July 2003 - January 2005
Job President at Cress Corporation
Industry Hospital & Health Care
Experience
Cress Corporation February 2014 - Present
Coventry Place August 2014 - Present
The New York Sartorialist September 2009 - Present
Cress Advisors, LLC January 2005 - August 2014
Merrill Lynch July 2003 - January 2005
UBS January 1999 - July 2003
Interstate/Johnson Lane January 1996 - January 1999
Georgia Institute of Technology 1992 - 1995
Skills
Journalism, Fashion Photography, Styling, Photography, Writing, Photojournalism, Portrait Photography, Editorial Photography, Editorial, Fashion, Magazines, Management Consulting, Social Media, Blogging, Management, Public Relations, New Media, Television, Product Development, Social Networking, Entrepreneurship, Social Media Marketing, Copywriting, Advertising, Creative Direction, Online Marketing, Entertainment, Film, Creative Writing, Video, Online Advertising, Event Management, Facebook, Publicity, Video Editing, Digital Media, Brand Development, Content Strategy, Celebrity, Video Production, Storytelling, Press Releases, Social media marketing, Social networking, Social media
Education
Georgia Institute of Technology - Georgia Tech College of Management 1992 — 1995
B.S, Economics, Psychology
University of California, Los Angeles 1990 — 1992
Broadcast Journalism
Cress Corporation February 2014 - Present
Coventry Place August 2014 - Present
The New York Sartorialist September 2009 - Present
Cress Advisors, LLC January 2005 - August 2014
Merrill Lynch July 2003 - January 2005
UBS January 1999 - July 2003
Interstate/Johnson Lane January 1996 - January 1999
Georgia Institute of Technology 1992 - 1995
Skills
Journalism, Fashion Photography, Styling, Photography, Writing, Photojournalism, Portrait Photography, Editorial Photography, Editorial, Fashion, Magazines, Management Consulting, Social Media, Blogging, Management, Public Relations, New Media, Television, Product Development, Social Networking, Entrepreneurship, Social Media Marketing, Copywriting, Advertising, Creative Direction, Online Marketing, Entertainment, Film, Creative Writing, Video, Online Advertising, Event Management, Facebook, Publicity, Video Editing, Digital Media, Brand Development, Content Strategy, Celebrity, Video Production, Storytelling, Press Releases, Social media marketing, Social networking, Social media
Education
Georgia Institute of Technology - Georgia Tech College of Management 1992 — 1995
B.S, Economics, Psychology
University of California, Los Angeles 1990 — 1992
Broadcast Journalism
Alexander Jarzebinski Alexander Jarzebinski's Merrill Lynch Experience June 2002 - August 2002
Job CoFounder at BattleBards LLC
Industry Information Technology and Services
Experience
BattleBards LLC September 2014 - Present
Audio Catch LLC October 2010 - Present
Admissonado LLC September 2011 - Present
IntelliTime Systems Corporation July 2013 - September 2014
ForeSight Systems LLC November 2004 - December 2012
State Street 2004 - 2005
Merrill Lynch June 2002 - August 2002
Skills
Product Design, Disruptive Technologies, Video Games, B2B, Computer Hardware, Entrepreneurship, Product Development, Marketing, Manufacturing, Management Consulting, Competitive Analysis, Start-ups
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration, Entrepreneurial Management 2009
University of California, Los Angeles 2000 — 2003
Bachelor of Arts, Business Economics
BattleBards LLC September 2014 - Present
Audio Catch LLC October 2010 - Present
Admissonado LLC September 2011 - Present
IntelliTime Systems Corporation July 2013 - September 2014
ForeSight Systems LLC November 2004 - December 2012
State Street 2004 - 2005
Merrill Lynch June 2002 - August 2002
Skills
Product Design, Disruptive Technologies, Video Games, B2B, Computer Hardware, Entrepreneurship, Product Development, Marketing, Manufacturing, Management Consulting, Competitive Analysis, Start-ups
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration, Entrepreneurial Management 2009
University of California, Los Angeles 2000 — 2003
Bachelor of Arts, Business Economics
Erika Ho Erika Ho's Merrill Lynch Experience January 2013 - February 2013
Job Advisory Associate at KPMG US
Industry Financial Services
Experience
KPMG US July 2015 - Present
KPMG US June 2014 - August 2014
Merrill Lynch January 2013 - February 2013
VH1 October 2012 - December 2012
Maker Studios Inc June 2012 - September 2012
Lavante, Inc. July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, QuickBooks, PowerPoint, TaxWise, Bloomberg
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Economics
KPMG US July 2015 - Present
KPMG US June 2014 - August 2014
Merrill Lynch January 2013 - February 2013
VH1 October 2012 - December 2012
Maker Studios Inc June 2012 - September 2012
Lavante, Inc. July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, QuickBooks, PowerPoint, TaxWise, Bloomberg
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Economics
Matt Sonnen Matt Sonnen's Merrill Lynch Experience 1997 - 2005
Job Founder & CEO at PFI Advisors
Industry Financial Services
Experience
PFI Advisors September 2015 - Present
Focus Financial Partners March 2013 - July 2015
Luminous Capital 2011 - 2013
Luminous Capital 2008 - 2011
Merrill Lynch 1997 - 2005
Skills
Wealth Management, Operations Management, Compliance, Practice Management
Education
University of California, Los Angeles 1995 — 1997
B.A., Economics
University of California, Santa Barbara 1993 — 1995
PFI Advisors September 2015 - Present
Focus Financial Partners March 2013 - July 2015
Luminous Capital 2011 - 2013
Luminous Capital 2008 - 2011
Merrill Lynch 1997 - 2005
Skills
Wealth Management, Operations Management, Compliance, Practice Management
Education
University of California, Los Angeles 1995 — 1997
B.A., Economics
University of California, Santa Barbara 1993 — 1995
Dai Truong Dai Truong's Merrill Lynch Experience 2007 - 2008
Job Director of Business Development at Help.com
Industry Computer Software
Experience
Help.com August 2015 - Present
Austin Ventures July 2013 - July 2015
Bank of America Merrill Lynch December 2010 - June 2013
Thomas Weisel Partners July 2010 - December 2010
Greenhill & Co. June 2009 - September 2009
City National Bank September 2008 - March 2009
City National Bank June 2008 - September 2008
Merrill Lynch 2007 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Internet, Digital Media, Software, Bloomberg, Credit, Private Equity, Strategy, Venture Capital, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Analysis, Start-ups, Strategic Partnerships
Education
UCLA
Bachelor of Arts (B.A.), Economics, Southeast Asian Studies
Help.com August 2015 - Present
Austin Ventures July 2013 - July 2015
Bank of America Merrill Lynch December 2010 - June 2013
Thomas Weisel Partners July 2010 - December 2010
Greenhill & Co. June 2009 - September 2009
City National Bank September 2008 - March 2009
City National Bank June 2008 - September 2008
Merrill Lynch 2007 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Internet, Digital Media, Software, Bloomberg, Credit, Private Equity, Strategy, Venture Capital, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Analysis, Start-ups, Strategic Partnerships
Education
UCLA
Bachelor of Arts (B.A.), Economics, Southeast Asian Studies
Sveta Saheba's Merrill Lynch Experience September 1997 - September 1999
Job Director of Client Development at Kyruus
Industry Hospital & Health Care
Experience
Kyruus May 2015 - August 2015
Castlight Health June 2012 - April 2015
Castlight Health October 2011 - June 2012
JPMorgan Chase August 2006 - March 2011
Deutsche Bank September 2004 - September 2006
Deloitte 2002 - 2004
Patelco Credit Union (nonprofit banking) September 2001 - August 2002
Building Trades Federal Credit Union (nonprofit banking) October 1999 - September 2001
Merrill Lynch September 1997 - September 1999
Skills
Project Management, Accounting, Financial Analysis, Finance, Financial Modeling, Investment Banking, Start-ups, Product Development, Product Management, Engineering Management, Healthcare Information..., Integration, Business Development, Strategy, Portfolio Management, Mergers & Acquisitions, Project Planning, Management, Management Consulting, Cross-functional Team..., Process Improvement, Enterprise Software, SaaS
Education
University of California, Los Angeles 1995 — 1997
BA, Economics
Valencia High School
Kyruus May 2015 - August 2015
Castlight Health June 2012 - April 2015
Castlight Health October 2011 - June 2012
JPMorgan Chase August 2006 - March 2011
Deutsche Bank September 2004 - September 2006
Deloitte 2002 - 2004
Patelco Credit Union (nonprofit banking) September 2001 - August 2002
Building Trades Federal Credit Union (nonprofit banking) October 1999 - September 2001
Merrill Lynch September 1997 - September 1999
Skills
Project Management, Accounting, Financial Analysis, Finance, Financial Modeling, Investment Banking, Start-ups, Product Development, Product Management, Engineering Management, Healthcare Information..., Integration, Business Development, Strategy, Portfolio Management, Mergers & Acquisitions, Project Planning, Management, Management Consulting, Cross-functional Team..., Process Improvement, Enterprise Software, SaaS
Education
University of California, Los Angeles 1995 — 1997
BA, Economics
Valencia High School
Thomas Cornelius Thomas Cornelius's Merrill Lynch Experience July 2013 - Present
Job Associate at CCMP Capital
Industry Venture Capital & Private Equity
Experience
CCMP Capital August 2015 - Present
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Covert & Co. July 2011 - March 2012
Interfraternity Council November 2010 - January 2012
Churchill Management Group October 2010 - June 2011
Sigma Phi Epsilon January 2010 - December 2010
UBS Wealth Management June 2010 - September 2010
Skills
Capital IQ, Financial Modeling
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Piedmont High School 2005 — 2009
CCMP Capital August 2015 - Present
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Covert & Co. July 2011 - March 2012
Interfraternity Council November 2010 - January 2012
Churchill Management Group October 2010 - June 2011
Sigma Phi Epsilon January 2010 - December 2010
UBS Wealth Management June 2010 - September 2010
Skills
Capital IQ, Financial Modeling
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Piedmont High School 2005 — 2009
Prachi Mehta's Merrill Lynch Experience March 2010 - June 2010
Job Associate Attorney at Winston & Strawn
Industry Accounting
Experience
Winston & Strawn LLP September 2015 - Present
Winston & Strawn May 2014 - July 2014
Clifford & Brown a Professional Corporation June 2013 - August 2013
Brown Armstrong Accountancy Corporation January 2012 - March 2012
Merrill Lynch March 2010 - June 2010
Skills
Fixed Income, Research, Mergers & Acquisitions, Estate Planning, Financial Analysis, Corporate Governance, Corporate Law, Legal Writing, Legal Research, Accounting, Finance, Litigation
Education
University of Illinois College of Law 2012 — 2015
Doctor of Law (JD), Law
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
Winston & Strawn LLP September 2015 - Present
Winston & Strawn May 2014 - July 2014
Clifford & Brown a Professional Corporation June 2013 - August 2013
Brown Armstrong Accountancy Corporation January 2012 - March 2012
Merrill Lynch March 2010 - June 2010
Skills
Fixed Income, Research, Mergers & Acquisitions, Estate Planning, Financial Analysis, Corporate Governance, Corporate Law, Legal Writing, Legal Research, Accounting, Finance, Litigation
Education
University of Illinois College of Law 2012 — 2015
Doctor of Law (JD), Law
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (B.A.), Economics
Loren Peters Loren Peters's Merrill Lynch Experience 2007 - Present
Job Senior Financial Advisor, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
Education
University of California, Los Angeles
B.A., Economics
University of California, Los Angeles - Extensions
PFP Certification, Personal Financial Planning
Merrill Lynch 2007 - Present
Education
University of California, Los Angeles
B.A., Economics
University of California, Los Angeles - Extensions
PFP Certification, Personal Financial Planning
Nathan Khalil Nathan Khalil's Merrill Lynch Experience April 2013 - June 2013
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Stockdale Capital Partners September 2014 - March 2015
J.P. Morgan June 2014 - August 2014
Lightstone Group June 2013 - August 2013
Merrill Lynch April 2013 - June 2013
Skills
Valuation, Microsoft Excel, Financial Modeling, Investment Banking, Comparable Analysis, Mergers & Acquisitions, Leadership, PowerPoint, Management, Financial Analysis, Underwriting, Strategy, Entrepreneurship, Portfolio Management, Analysis, Investments, Public Speaking
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Economics
Lincoln International July 2015 - Present
Stockdale Capital Partners September 2014 - March 2015
J.P. Morgan June 2014 - August 2014
Lightstone Group June 2013 - August 2013
Merrill Lynch April 2013 - June 2013
Skills
Valuation, Microsoft Excel, Financial Modeling, Investment Banking, Comparable Analysis, Mergers & Acquisitions, Leadership, PowerPoint, Management, Financial Analysis, Underwriting, Strategy, Entrepreneurship, Portfolio Management, Analysis, Investments, Public Speaking
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Economics
Christopher Chang Christopher Chang's Merrill Lynch Experience June 2010 - September 2010
Job Associate at BlackRock
Industry Investment Management
Experience
BlackRock August 2011 - Present
UCLA Student Media April 2009 - June 2011
Merrill Lynch June 2010 - September 2010
UCLA Undergraduate Admissions and Relations with Schools May 2008 - March 2009
Education
University of California, Los Angeles 2007 — 2011
B.A., Economics, International Development Studies
BlackRock August 2011 - Present
UCLA Student Media April 2009 - June 2011
Merrill Lynch June 2010 - September 2010
UCLA Undergraduate Admissions and Relations with Schools May 2008 - March 2009
Education
University of California, Los Angeles 2007 — 2011
B.A., Economics, International Development Studies
Julien Debonnet Julien Debonnet's Merrill Lynch Experience May 2012 - September 2012
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Covert & Co. September 2013 - January 2014
Moss Adams Capital June 2013 - September 2013
The Luzzatto Company, Inc. September 2012 - February 2013
Merrill Lynch May 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, French, Macroeconomics, Bloomberg Terminal, Financial Analysis, Research, Strategic Planning, Social Media, Capital IQ, Financial Modeling, VBA, Public Speaking, Microsoft Word, Data Analysis
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Covert & Co. September 2013 - January 2014
Moss Adams Capital June 2013 - September 2013
The Luzzatto Company, Inc. September 2012 - February 2013
Merrill Lynch May 2012 - September 2012
Skills
Microsoft Excel, PowerPoint, French, Macroeconomics, Bloomberg Terminal, Financial Analysis, Research, Strategic Planning, Social Media, Capital IQ, Financial Modeling, VBA, Public Speaking, Microsoft Word, Data Analysis
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Linda Grunfeld Linda Grunfeld's Merrill Lynch Experience 2000 - 2001
Job President at Canine Companion LA
Industry Consumer Services
Experience
Canine Companion LA June 2009 - Present
Linda Grunfeld Interior Design June 2008 - December 2011
Sandy Spring Bank July 2001 - June 2002
Merrill Lynch 2000 - 2001
Skills
Dog Walking, Dog Sitting, Pet Sitting, Dogs, Dog Behavior, Animal Welfare, Animal Behavior, Small Business, Dog Grooming, Dog Training, Pets, Entrepreneurship, Management, Customer Service, Strategic Planning
Education
University of Maryland College Park 1997 — 2000
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles
Interior Design
Canine Companion LA June 2009 - Present
Linda Grunfeld Interior Design June 2008 - December 2011
Sandy Spring Bank July 2001 - June 2002
Merrill Lynch 2000 - 2001
Skills
Dog Walking, Dog Sitting, Pet Sitting, Dogs, Dog Behavior, Animal Welfare, Animal Behavior, Small Business, Dog Grooming, Dog Training, Pets, Entrepreneurship, Management, Customer Service, Strategic Planning
Education
University of Maryland College Park 1997 — 2000
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles
Interior Design
Don Shlesinger Don Shlesinger's Merrill Lynch Experience April 2007 - Present
Job USC Marshall School of Business MBA Candidate
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
Skills
Investments, Portfolio Management, Equities, Strategic Planning, Management, Leadership, Strategy, Team Leadership, Risk Management, Marketing, Data Analysis, Analysis
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
University of California, Los Angeles 2011 — 2011
Extension, Business Valuation, Math for Finance
University of Maryland College Park 2001 — 2005
Bachelor of Science, Kinesiology
Merrill Lynch April 2007 - Present
Skills
Investments, Portfolio Management, Equities, Strategic Planning, Management, Leadership, Strategy, Team Leadership, Risk Management, Marketing, Data Analysis, Analysis
Education
University of Southern California - Marshall School of Business
Master of Business Administration (MBA)
University of California, Los Angeles 2011 — 2011
Extension, Business Valuation, Math for Finance
University of Maryland College Park 2001 — 2005
Bachelor of Science, Kinesiology
James Wei James Wei's Merrill Lynch Experience June 2008 - September 2008
Job Partnerships & Strategy @ Samsung Global Innovation Center
Industry Venture Capital & Private Equity
Experience
Samsung Global Innovation Center October 2014 - Present
Deloitte Consulting August 2011 - September 2014
TagMii October 2011 - August 2012
The Walt Disney Company February 2010 - October 2010
NASA - JPL February 2009 - December 2009
Merrill Lynch June 2008 - September 2008
University of California, Irvine June 2006 - September 2006
Skills
Entrepreneurship, Strategy, Product Management, Digital Strategy, Partnerships, Business Development, Start-ups, Mobile Technology, Management Consulting, Business Intelligence, UI & UX Design
Education
University of California, Los Angeles
B.A., Economics, Cognitive Science
Samsung Global Innovation Center October 2014 - Present
Deloitte Consulting August 2011 - September 2014
TagMii October 2011 - August 2012
The Walt Disney Company February 2010 - October 2010
NASA - JPL February 2009 - December 2009
Merrill Lynch June 2008 - September 2008
University of California, Irvine June 2006 - September 2006
Skills
Entrepreneurship, Strategy, Product Management, Digital Strategy, Partnerships, Business Development, Start-ups, Mobile Technology, Management Consulting, Business Intelligence, UI & UX Design
Education
University of California, Los Angeles
B.A., Economics, Cognitive Science
Serena Banh's Merrill Lynch Experience October 2012 - March 2013
Job Business Analyst at ZS Associates
Industry Management Consulting
Experience
ZS Associates September 2015 - Present
ZS Associates June 2014 - August 2014
Bruin Consulting January 2013 - June 2014
Kaiser Permanente September 2013 - April 2014
Merrill Lynch October 2012 - March 2013
Skills
Social Networking, Event Planning, PowerPoint, Facebook, Leadership, Customer Service, Microsoft Excel, Microsoft Word, Presentations, Research, Public Speaking, Social Media, Microsoft Office, Market Research, Social Media Marketing
Education
University of California, Los Angeles 2011 — 2015
Bachelor’s Degree, Business Economics, Public Health
Elk Grove High School 2007 — 2011
High School Diploma
ZS Associates September 2015 - Present
ZS Associates June 2014 - August 2014
Bruin Consulting January 2013 - June 2014
Kaiser Permanente September 2013 - April 2014
Merrill Lynch October 2012 - March 2013
Skills
Social Networking, Event Planning, PowerPoint, Facebook, Leadership, Customer Service, Microsoft Excel, Microsoft Word, Presentations, Research, Public Speaking, Social Media, Microsoft Office, Market Research, Social Media Marketing
Education
University of California, Los Angeles 2011 — 2015
Bachelor’s Degree, Business Economics, Public Health
Elk Grove High School 2007 — 2011
High School Diploma
Amanda Brueggeman Amanda Brueggeman's Merrill Lynch Experience January 2010 - December 2010
Job Client Reporting Associate, Team Leader at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc. March 2014 - Present
WHV Investment Management, Inc. January 2013 - March 2014
WHV Investment Management, February 2011 - January 2013
Merrill Lynch January 2010 - December 2010
AllianceBernstein August 2008 - January 2010
Public Agency Retirement Services August 2004 - July 2008
Skills
Client Service, Investments, Series 7, Investment Strategies, Equities, Retirement Planning, series 66, Client Services, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis, Bloomberg, Portfolio Management, Financial Services
Education
UCLA 2002 — 2004
B.A., Anthropology
WHV Investment Management, Inc. March 2014 - Present
WHV Investment Management, Inc. January 2013 - March 2014
WHV Investment Management, February 2011 - January 2013
Merrill Lynch January 2010 - December 2010
AllianceBernstein August 2008 - January 2010
Public Agency Retirement Services August 2004 - July 2008
Skills
Client Service, Investments, Series 7, Investment Strategies, Equities, Retirement Planning, series 66, Client Services, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis, Bloomberg, Portfolio Management, Financial Services
Education
UCLA 2002 — 2004
B.A., Anthropology
Evan Chan Evan Chan's Merrill Lynch Experience September 2015 - Present
Job Private Wealth Associate at Merrill Lynch Private Banking and Investment Group
Industry Investment Banking
Experience
Merrill Lynch September 2015 - Present
VENEGAS CAPITAL LLC January 2015 - April 2015
High Point Capital August 2013 - December 2013
Bank of America Merrill Lynch October 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Banking, Social Media, Data Analysis, Event Planning, Finance
Education
UCLA 2011 — 2014
Bachelor's Degree, Economics, 3.6
Merrill Lynch September 2015 - Present
VENEGAS CAPITAL LLC January 2015 - April 2015
High Point Capital August 2013 - December 2013
Bank of America Merrill Lynch October 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Banking, Social Media, Data Analysis, Event Planning, Finance
Education
UCLA 2011 — 2014
Bachelor's Degree, Economics, 3.6
Laura Kaufman Laura Kaufman's Merrill Lynch Experience February 2014 - April 2014
Job Graduate of the University of California, Los Angeles
Industry Marketing and Advertising
Experience
Morgan Stanley July 2014 - August 2014
Merrill Lynch February 2014 - April 2014
Skills
Microsoft Word, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Event Planning, Microsoft Office, Photoshop, Research, Team Leadership, Micros, Salesforce Training, English, Fundraising, Social Networking, Community Outreach
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics
Huntington Beach High School 2007 — 2011
Morgan Stanley July 2014 - August 2014
Merrill Lynch February 2014 - April 2014
Skills
Microsoft Word, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Event Planning, Microsoft Office, Photoshop, Research, Team Leadership, Micros, Salesforce Training, English, Fundraising, Social Networking, Community Outreach
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (BA), Economics
Huntington Beach High School 2007 — 2011
Ashwin Kumar Ashwin Kumar's Merrill Lynch Experience July 2007 - September 2007
Job CoFounder at Sway
Industry Computer Software
Experience
Sway July 2015 - Present
Independent January 2014 - July 2015
Autopilot June 2014 - March 2015
Sony Pictures Entertainment January 2012 - October 2013
Bank of America Merrill Lynch July 2009 - June 2011
The Mercanti Group November 2007 - March 2008
Merrill Lynch July 2007 - September 2007
Jamcracker June 2006 - September 2006
Skills
Competitive Analysis, Mergers, Finance, Social Networking, Mobile Technology, Entertainment, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Corporate Development, Start-ups, Mergers & Acquisitions, Investment Banking, Analytics, Microsoft Excel, Business Development, Mobile Devices, Due Diligence, iOS Development
Education
University of California, Los Angeles 2005 — 2009
BA, Business Economics / Accounting
Dev Bootcamp
Web Development
Sway July 2015 - Present
Independent January 2014 - July 2015
Autopilot June 2014 - March 2015
Sony Pictures Entertainment January 2012 - October 2013
Bank of America Merrill Lynch July 2009 - June 2011
The Mercanti Group November 2007 - March 2008
Merrill Lynch July 2007 - September 2007
Jamcracker June 2006 - September 2006
Skills
Competitive Analysis, Mergers, Finance, Social Networking, Mobile Technology, Entertainment, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Corporate Development, Start-ups, Mergers & Acquisitions, Investment Banking, Analytics, Microsoft Excel, Business Development, Mobile Devices, Due Diligence, iOS Development
Education
University of California, Los Angeles 2005 — 2009
BA, Business Economics / Accounting
Dev Bootcamp
Web Development
Chris Faulkner Chris Faulkner's Merrill Lynch Experience January 2013 - March 2013
Job Research Analyst at Heartland LLC
Industry Real Estate
Experience
Heartland LLC August 2015 - Present
The Parthenon Group September 2014 - July 2015
The Parthenon Group June 2013 - August 2013
Merrill Lynch January 2013 - March 2013
Sperry, Mitchell & Company September 2012 - November 2012
Dartmouth College Department of Economics March 2012 - November 2012
UCLA Department of Recreation March 2011 - June 2011
Education
Dartmouth 2011 — 2014
Bachelor of Arts (B.A.), Economics, summa cum laude, Phi Beta Kappa
University of California, Los Angeles 2010 — 2011
The Overlake School 2004 — 2010
Heartland LLC August 2015 - Present
The Parthenon Group September 2014 - July 2015
The Parthenon Group June 2013 - August 2013
Merrill Lynch January 2013 - March 2013
Sperry, Mitchell & Company September 2012 - November 2012
Dartmouth College Department of Economics March 2012 - November 2012
UCLA Department of Recreation March 2011 - June 2011
Education
Dartmouth 2011 — 2014
Bachelor of Arts (B.A.), Economics, summa cum laude, Phi Beta Kappa
University of California, Los Angeles 2010 — 2011
The Overlake School 2004 — 2010
Leon Shpaner's Merrill Lynch Experience July 2006 - August 2007
Job Entertainment Industry Financial Professional
Industry Financial Services
Experience
Real Social Dynamics May 2014 - Present
The Los Angeles Film School September 2013 - Present
Association Lien Services May 2012 - August 2013
USA ePay May 2011 - May 2012
Complete Claims Processing Inc June 2010 - March 2011
UCLA Housing and Hospitality Services March 2009 - May 2010
Verifi, Inc. September 2007 - January 2009
Merrill Lynch July 2006 - August 2007
The Best Service Company February 2004 - April 2007
Rimann and Associates February 2003 - February 2004
Skills
Analytics, Quantitative Analysis, Strategic Research, Credit Analysis, Risk Mitigation, Debt Management, Notary Public, Home Equity Lines of..., Sale or Purchase..., Reverse (Home Equity..., Commercial,..., Loans, Risk Management, Foreclosures, Liens, Bankruptcy, Deeds, Real Estate Economics, Asset Management, Credit Cards, Account Reconciliation, Accounts Receivable, Payments, Credit, Trustee Sales, Portfolio Management, Due Diligence, Financial Statements, Financial Analysis, Customer Service, Microsoft Excel, Sales, Finance, Management, Leadership, Investments, Microsoft Office
Education
University of California, Los Angeles 2003 — 2007
B.A., Economics
Palisades Charter High School 1999 — 2003
High School Diploma
Real Social Dynamics May 2014 - Present
The Los Angeles Film School September 2013 - Present
Association Lien Services May 2012 - August 2013
USA ePay May 2011 - May 2012
Complete Claims Processing Inc June 2010 - March 2011
UCLA Housing and Hospitality Services March 2009 - May 2010
Verifi, Inc. September 2007 - January 2009
Merrill Lynch July 2006 - August 2007
The Best Service Company February 2004 - April 2007
Rimann and Associates February 2003 - February 2004
Skills
Analytics, Quantitative Analysis, Strategic Research, Credit Analysis, Risk Mitigation, Debt Management, Notary Public, Home Equity Lines of..., Sale or Purchase..., Reverse (Home Equity..., Commercial,..., Loans, Risk Management, Foreclosures, Liens, Bankruptcy, Deeds, Real Estate Economics, Asset Management, Credit Cards, Account Reconciliation, Accounts Receivable, Payments, Credit, Trustee Sales, Portfolio Management, Due Diligence, Financial Statements, Financial Analysis, Customer Service, Microsoft Excel, Sales, Finance, Management, Leadership, Investments, Microsoft Office
Education
University of California, Los Angeles 2003 — 2007
B.A., Economics
Palisades Charter High School 1999 — 2003
High School Diploma
Damir Mesinovic, CFA Damir Mesinovic, CFA's Merrill Lynch Experience June 2010 - August 2010
Job Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2014
Merrill Lynch June 2010 - August 2010
J.P. Morgan March 2010 - June 2010
Morgan Stanley Wealth Management September 2009 - January 2010
Skills
Portfolio Management, Asset Allocation, Equities, Fixed Income, Alternative Investments
Education
UCLA 2009 — 2011
Bachelor of Arts, Business Economics
J.P. Morgan June 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2014
Merrill Lynch June 2010 - August 2010
J.P. Morgan March 2010 - June 2010
Morgan Stanley Wealth Management September 2009 - January 2010
Skills
Portfolio Management, Asset Allocation, Equities, Fixed Income, Alternative Investments
Education
UCLA 2009 — 2011
Bachelor of Arts, Business Economics
Sagar Desai Sagar Desai's Merrill Lynch Experience June 2014 - September 2014
Job Investment Banking Summer Analyst at Telos Advisors
Industry Banking
Experience
Telos Advisors May 2015 - Present
Provident Healthcare Partners January 2015 - March 2015
Merrill Lynch June 2014 - September 2014
Intelty Inc. June 2013 - September 2013
Skills
Microsoft Word, Investments, Microsoft Office, Customer Service, Research, Morningstar, Financial Analysis, Social Media
Education
University of California, Los Angeles 2013 — 2017
Bachelor's Degree, Economics
Valencia High School 2009 — 2013
High School Diploma
Telos Advisors May 2015 - Present
Provident Healthcare Partners January 2015 - March 2015
Merrill Lynch June 2014 - September 2014
Intelty Inc. June 2013 - September 2013
Skills
Microsoft Word, Investments, Microsoft Office, Customer Service, Research, Morningstar, Financial Analysis, Social Media
Education
University of California, Los Angeles 2013 — 2017
Bachelor's Degree, Economics
Valencia High School 2009 — 2013
High School Diploma
Adam Fouladbakhsh Adam Fouladbakhsh's Merrill Lynch Experience January 2012 - June 2012
Job Head of Investments Group at Oaktree Capital Series, LLC
Industry Real Estate
Experience
Oaktree Capital Series, LLC June 2014 - Present
The Seaport Group September 2013 - April 2014
Oppenheimer & Co. June 2013 - September 2013
MJW Investments June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Economics, Bloomberg, Investment Banking, Microsoft Excel, Microsoft Office, Equity Research, Restructuring, Capital IQ, Investments, Alternative Investments
Education
University of California, Los Angeles 2010 — 2014
Bachelor's of Arts, Business-Economics, Accounting Minor, 3.8 Cumulative GPA
Investment Banking Institute 2012 — 2012
Intensive 4-week Financial Modeling and Valuation Training Program
Oaktree Capital Series, LLC June 2014 - Present
The Seaport Group September 2013 - April 2014
Oppenheimer & Co. June 2013 - September 2013
MJW Investments June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Economics, Bloomberg, Investment Banking, Microsoft Excel, Microsoft Office, Equity Research, Restructuring, Capital IQ, Investments, Alternative Investments
Education
University of California, Los Angeles 2010 — 2014
Bachelor's of Arts, Business-Economics, Accounting Minor, 3.8 Cumulative GPA
Investment Banking Institute 2012 — 2012
Intensive 4-week Financial Modeling and Valuation Training Program
Kerry Farley Kerry Farley's Merrill Lynch Experience July 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2013 - Present
Vallejo Times-Herald June 2012 - March 2013
Dayton City Paper 2003 - 2009
Yesse! Inc. 2000 - 2003
Nuvo Newsweekly 1997 - 2000
Nuvo Newsweekly 1995 - 1997
Polly Klaas 1993 - 1994
Skills
Marketing Strategy, Public Speaking, Social Media, Public Relations, Advertising, Strategic Planning, Marketing Communications, Research, Online Advertising, Event Management, Social Media Marketing, Newspaper, Editing, Newsletters, Event Planning, Journalism, Press Releases, Customer Service, Content Management, Blogging, Newspapers, Email Marketing, Facebook, Copywriting, Copy Editing, Marketing, Leadership
Education
UCSB 1983 — 1987
Bachelor's degree, History
UCLA 1980 — 1982
Redwood High
Merrill Lynch July 2013 - Present
Vallejo Times-Herald June 2012 - March 2013
Dayton City Paper 2003 - 2009
Yesse! Inc. 2000 - 2003
Nuvo Newsweekly 1997 - 2000
Nuvo Newsweekly 1995 - 1997
Polly Klaas 1993 - 1994
Skills
Marketing Strategy, Public Speaking, Social Media, Public Relations, Advertising, Strategic Planning, Marketing Communications, Research, Online Advertising, Event Management, Social Media Marketing, Newspaper, Editing, Newsletters, Event Planning, Journalism, Press Releases, Customer Service, Content Management, Blogging, Newspapers, Email Marketing, Facebook, Copywriting, Copy Editing, Marketing, Leadership
Education
UCSB 1983 — 1987
Bachelor's degree, History
UCLA 1980 — 1982
Redwood High
Jay Donoghue Jay Donoghue's Merrill Lynch Experience 1995 - 2002
Job NonProfit Development/Major Gifts
Industry Nonprofit Organization Management
Experience
University of California, Irvine 2007 - 2012
A.G. Edwards 2003 - 2006
Merrill Lynch 1995 - 2002
Shearson American Express 1988 - 1994
Balcor American Express 1982 - 1987
Dean Witter Reynolds Inc. 1980 - 1981
Donoghue's Home Appliance Company 1977 - 1979
Surety Company of the Pacific 1973 - 1976
Los Angeles Unified School District 1971 - 1972
US Navy 1965 - 1966
Skills
Management, Public Speaking, Investments, Fundraising, Nonprofits, Community Outreach, Event Planning
Education
University of California, Los Angeles 1966 — 1970
Bachelor's Degree, Political Science
University of California, Irvine 2007 - 2012
A.G. Edwards 2003 - 2006
Merrill Lynch 1995 - 2002
Shearson American Express 1988 - 1994
Balcor American Express 1982 - 1987
Dean Witter Reynolds Inc. 1980 - 1981
Donoghue's Home Appliance Company 1977 - 1979
Surety Company of the Pacific 1973 - 1976
Los Angeles Unified School District 1971 - 1972
US Navy 1965 - 1966
Skills
Management, Public Speaking, Investments, Fundraising, Nonprofits, Community Outreach, Event Planning
Education
University of California, Los Angeles 1966 — 1970
Bachelor's Degree, Political Science
Alton Liu Alton Liu's Merrill Lynch Experience October 2012 - December 2012
Job Quantitative Trader
Industry Capital Markets
Experience
Proprietary Trading Firm August 2015 - Present
Liquid Capital Group April 2015 - July 2015
Ronin Capital November 2014 - March 2015
Altimus Capital February 2014 - September 2014
Merrill Lynch October 2012 - December 2012
Alpha Media LLC August 2012 - December 2012
Education
The University of Chicago 2013 — 2014
Master of Science, Financial Mathematics
University of California, Los Angeles 2009 — 2013
Bachelor of Science, Applied Mathematics, Economics
Proprietary Trading Firm August 2015 - Present
Liquid Capital Group April 2015 - July 2015
Ronin Capital November 2014 - March 2015
Altimus Capital February 2014 - September 2014
Merrill Lynch October 2012 - December 2012
Alpha Media LLC August 2012 - December 2012
Education
The University of Chicago 2013 — 2014
Master of Science, Financial Mathematics
University of California, Los Angeles 2009 — 2013
Bachelor of Science, Applied Mathematics, Economics
Joanna Grzeskowiak Joanna Grzeskowiak's Merrill Lynch Experience May 2000 - September 2000
Job Trader at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors October 2006 - Present
Knight Capital Group June 2004 - September 2006
J.P. Morgan July 2002 - June 2004
Merrill Lynch May 2000 - September 2000
Education
UCLA 1998 — 2002
Bachelor of Arts (B.A.), Economics
Kayne Anderson Capital Advisors October 2006 - Present
Knight Capital Group June 2004 - September 2006
J.P. Morgan July 2002 - June 2004
Merrill Lynch May 2000 - September 2000
Education
UCLA 1998 — 2002
Bachelor of Arts (B.A.), Economics
Sean Curtis Soper's Merrill Lynch Experience January 2005 - March 2005
Job Assistant Controller @ Sungevity
Industry Renewables & Environment
Experience
Sungevity August 2015 - Present
Sungevity December 2014 - Present
YapStone May 2014 - December 2014
XOJET May 2013 - May 2014
Trayer Engineering Corporation June 2010 - May 2013
Spiegel Accountancy Corp. September 2008 - August 2009
CBIZ MHM, LLC October 2006 - September 2008
Merrill Lynch January 2005 - March 2005
Singapore Armed Forces June 1999 - December 2001
Skills
Financial Reporting, Internal Controls, Compliance, US GAAP, Auditing, Financial Statements, GAAP, Sarbanes-Oxley Act, Revenue Recognition, Consolidation, Financial Accounting, Financial Audits, Due Diligence, Finance, Sarbanes-Oxley, Cost Accounting, Cross-functional Team..., Team Leadership, Managerial Finance, Financial Analysis, Acquisition Integration, Financial Modeling, General Ledger, Fixed Assets, Variance Analysis, Account Reconciliation, Cash Flow, Cash Flow Forecasting, External Audit, Assurance, Lean Manufacturing, Kaizen, Kanban, Sales Tax, Forensic Accounting, Accounts Receivable, Accounting, Strategy, Leadership, Payroll, Business Strategy, Tax, Training, CPA
Education
University of California, Los Angeles 2002 — 2006
Bachelor's Degree, Economics
Sungevity August 2015 - Present
Sungevity December 2014 - Present
YapStone May 2014 - December 2014
XOJET May 2013 - May 2014
Trayer Engineering Corporation June 2010 - May 2013
Spiegel Accountancy Corp. September 2008 - August 2009
CBIZ MHM, LLC October 2006 - September 2008
Merrill Lynch January 2005 - March 2005
Singapore Armed Forces June 1999 - December 2001
Skills
Financial Reporting, Internal Controls, Compliance, US GAAP, Auditing, Financial Statements, GAAP, Sarbanes-Oxley Act, Revenue Recognition, Consolidation, Financial Accounting, Financial Audits, Due Diligence, Finance, Sarbanes-Oxley, Cost Accounting, Cross-functional Team..., Team Leadership, Managerial Finance, Financial Analysis, Acquisition Integration, Financial Modeling, General Ledger, Fixed Assets, Variance Analysis, Account Reconciliation, Cash Flow, Cash Flow Forecasting, External Audit, Assurance, Lean Manufacturing, Kaizen, Kanban, Sales Tax, Forensic Accounting, Accounts Receivable, Accounting, Strategy, Leadership, Payroll, Business Strategy, Tax, Training, CPA
Education
University of California, Los Angeles 2002 — 2006
Bachelor's Degree, Economics
Carol Zhou Carol Zhou's Merrill Lynch Experience June 2012 - September 2012
Job Data Analyst at GumGum
Industry Research
Experience
GumGum March 2015 - Present
ZEFR August 2014 - March 2015
Xenon Health April 2014 - August 2014
UCLA Statistical Consulting April 2014 - June 2014
VSolvIT August 2013 - March 2014
UCLA Undergraduate Research Project April 2013 - June 2013
Merrill Lynch June 2012 - September 2012
California Teach April 2012 - June 2012
Skills
Microsoft Excel, Statistics, Microsoft Word, Research, Analysis, Python, SQL, Microsoft Office, R Studio, PowerPoint, Data Analysis, R
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Science (BS), Statistics
GumGum March 2015 - Present
ZEFR August 2014 - March 2015
Xenon Health April 2014 - August 2014
UCLA Statistical Consulting April 2014 - June 2014
VSolvIT August 2013 - March 2014
UCLA Undergraduate Research Project April 2013 - June 2013
Merrill Lynch June 2012 - September 2012
California Teach April 2012 - June 2012
Skills
Microsoft Excel, Statistics, Microsoft Word, Research, Analysis, Python, SQL, Microsoft Office, R Studio, PowerPoint, Data Analysis, R
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Science (BS), Statistics
Randy Hutchens Randy Hutchens's Merrill Lynch Experience July 1976 - June 1981
Job President, CEO Accounting Services, Inc.
Industry Accounting
Experience
Accounting Services, Inc. 1987 - Present
EF Hutton and Co., Inc. June 1981 - September 1987
Merrill Lynch July 1976 - June 1981
Skills
Corporate Tax Problems, Sales and Use Tax..., Payroll Taxes, Small Business, Tax, Payroll, Problem Solving, Corporate Tax, Accounting, Financial Reporting, Tax Preparation, Income Tax, Budgeting, Tax Returns, IRS, Tax Compliance, Sales Tax, Excel, Financial Analysis, Quickbooks, Bookkeeping, Partnership Taxation, Financial Planning, Small Business..., Tax Services, LLC, Tax Return Preparation, Strategic Financial..., Budgets, QuickBooks, Finance, Microsoft Excel, Estate Planning, Estate Tax Planning, Financial Planners, Sales, Entrepreneurship, Forensic Accounting, Tax Accounting, Accounts Payable, Mergers & Acquisitions, High Net Worth..., Financial Statements, Preparation, CPA, Private Equity, ADP Payroll, Forecasting, Account Reconciliation, Corporate Finance
Education
University of California, Los Angeles 1972 — 1976
Economics
Accounting Services, Inc. 1987 - Present
EF Hutton and Co., Inc. June 1981 - September 1987
Merrill Lynch July 1976 - June 1981
Skills
Corporate Tax Problems, Sales and Use Tax..., Payroll Taxes, Small Business, Tax, Payroll, Problem Solving, Corporate Tax, Accounting, Financial Reporting, Tax Preparation, Income Tax, Budgeting, Tax Returns, IRS, Tax Compliance, Sales Tax, Excel, Financial Analysis, Quickbooks, Bookkeeping, Partnership Taxation, Financial Planning, Small Business..., Tax Services, LLC, Tax Return Preparation, Strategic Financial..., Budgets, QuickBooks, Finance, Microsoft Excel, Estate Planning, Estate Tax Planning, Financial Planners, Sales, Entrepreneurship, Forensic Accounting, Tax Accounting, Accounts Payable, Mergers & Acquisitions, High Net Worth..., Financial Statements, Preparation, CPA, Private Equity, ADP Payroll, Forecasting, Account Reconciliation, Corporate Finance
Education
University of California, Los Angeles 1972 — 1976
Economics
Robert Dixon Robert Dixon's Merrill Lynch Experience January 1987 - February 1993
Job Senior Vice President at NAI Capital
Industry Real Estate
Experience
NAI Capital January 2002 - Present
Cushman & Wakefield March 1998 - July 2001
DAUM Commercial Real Estate Services February 1994 - January 1997
Merrill Lynch January 1987 - February 1993
Skills
Commercial Real Estate, Industrial Real Estate, Lease Negotiations, Property Management, Site Analysis, Tenant Representation, Landlord/Tenant Matters
Education
University of California, Los Angeles 1963 — 1964
NAI Capital January 2002 - Present
Cushman & Wakefield March 1998 - July 2001
DAUM Commercial Real Estate Services February 1994 - January 1997
Merrill Lynch January 1987 - February 1993
Skills
Commercial Real Estate, Industrial Real Estate, Lease Negotiations, Property Management, Site Analysis, Tenant Representation, Landlord/Tenant Matters
Education
University of California, Los Angeles 1963 — 1964
Joy Sun's Merrill Lynch Experience November 2009 - September 2010
Job Sales Forecasting Analyst at NYX Cosmetics
Industry Consumer Goods
Experience
NYX Cosmetics May 2015 - Present
Fuhu, Inc December 2014 - May 2015
Mattel March 2012 - April 2014
Sony Pictures Entertainment September 2010 - March 2012
Merrill Lynch November 2009 - September 2010
Sony Pictures Entertainment January 2008 - June 2008
OVGuide.com September 2007 - December 2007
Skills
Forecasting, Analysis, Retail, Strategy, Microsoft Excel, Microsoft Office, Competitive Analysis, Finance, Strategic Planning, Sales, Sales Operations, Teamwork, Inventory Management, PowerPoint, Logistics, Microsoft Word, Outlook, RetailLink
Education
University of California, Los Angeles 2006 — 2010
Bachelor's degree, Economics, Applied Developmental Psychology
Glen A. Wilson High School 2002 — 2006
NYX Cosmetics May 2015 - Present
Fuhu, Inc December 2014 - May 2015
Mattel March 2012 - April 2014
Sony Pictures Entertainment September 2010 - March 2012
Merrill Lynch November 2009 - September 2010
Sony Pictures Entertainment January 2008 - June 2008
OVGuide.com September 2007 - December 2007
Skills
Forecasting, Analysis, Retail, Strategy, Microsoft Excel, Microsoft Office, Competitive Analysis, Finance, Strategic Planning, Sales, Sales Operations, Teamwork, Inventory Management, PowerPoint, Logistics, Microsoft Word, Outlook, RetailLink
Education
University of California, Los Angeles 2006 — 2010
Bachelor's degree, Economics, Applied Developmental Psychology
Glen A. Wilson High School 2002 — 2006
Devani Patel's Merrill Lynch Experience January 2010 - April 2010
Job
Industry Staffing and Recruiting
Experience
Pipeline Software 2014 - 2014
Comforce January 2013 - August 2013
UBS Investment Bank September 2011 - January 2013
AFLAC February 2011 - July 2011
The Remedy October 2010 - December 2010
Fireworks Enterprises January 2010 - September 2010
Luckster Productions March 2010 - June 2010
Merrill Lynch January 2010 - April 2010
The Glick Agency, L.L.C January 2010 - March 2010
Manovega Communications June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, MaxHire, SAP expense, Concur, Leadership
Education
UNIVERSITY OF CALIFORNIA, LOS ANGELESClass of 2011 2007 — 2011
Bachelor of Arts, Economics
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics
Chaminade 2003 — 2007
Pipeline Software 2014 - 2014
Comforce January 2013 - August 2013
UBS Investment Bank September 2011 - January 2013
AFLAC February 2011 - July 2011
The Remedy October 2010 - December 2010
Fireworks Enterprises January 2010 - September 2010
Luckster Productions March 2010 - June 2010
Merrill Lynch January 2010 - April 2010
The Glick Agency, L.L.C January 2010 - March 2010
Manovega Communications June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, MaxHire, SAP expense, Concur, Leadership
Education
UNIVERSITY OF CALIFORNIA, LOS ANGELESClass of 2011 2007 — 2011
Bachelor of Arts, Economics
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics
Chaminade 2003 — 2007
Jeff Westsmith, CFA's Merrill Lynch Experience May 2006 - May 2008
Job Managing Director and Portfolio Manager at First Republic Bank
Industry Financial Services
Experience
First Republic Bank January 2013 - Present
Luminous Capital May 2008 - March 2014
Merrill Lynch May 2006 - May 2008
Fidelity Investments July 2005 - May 2006
Education
University of California, Los Angeles
BA, Economics, Sociology
First Republic Bank January 2013 - Present
Luminous Capital May 2008 - March 2014
Merrill Lynch May 2006 - May 2008
Fidelity Investments July 2005 - May 2006
Education
University of California, Los Angeles
BA, Economics, Sociology
Ken Lieber Ken Lieber's Merrill Lynch Experience June 2008 - January 2009
Job Network Strategy Analyst at Hawaiian Airlines
Industry Financial Services
Experience
Hawaiian Airlines September 2013 - Present
The Walt Disney Company February 2012 - September 2013
The Walt Disney Company February 2010 - February 2012
PIMCO June 2009 - September 2009
Merrill Lynch June 2008 - January 2009
UCLA Anderson School of Management 2008 - 2009
Skills
Financial Modeling, Investments, Financial Analysis, Strategy, Corporate Finance, Due Diligence, Finance, Fixed Income, Equities, Management, Mutual Funds, Valuation, Sales, Private Equity, Mergers & Acquisitions, Bloomberg, Competitive Analysis, Business Strategy, Strategic Financial..., Asset Management, Market Research, Research, Portfolio Management, Analysis, Economics
Education
University of California, Los Angeles
Hawaiian Airlines September 2013 - Present
The Walt Disney Company February 2012 - September 2013
The Walt Disney Company February 2010 - February 2012
PIMCO June 2009 - September 2009
Merrill Lynch June 2008 - January 2009
UCLA Anderson School of Management 2008 - 2009
Skills
Financial Modeling, Investments, Financial Analysis, Strategy, Corporate Finance, Due Diligence, Finance, Fixed Income, Equities, Management, Mutual Funds, Valuation, Sales, Private Equity, Mergers & Acquisitions, Bloomberg, Competitive Analysis, Business Strategy, Strategic Financial..., Asset Management, Market Research, Research, Portfolio Management, Analysis, Economics
Education
University of California, Los Angeles
Peggy Kaufman Peggy Kaufman's Merrill Lynch Experience February 1987 - March 1990
Job Realtor at Prudential California Realty
Industry Real Estate
Experience
Prudential California Realty November 2010 - Present
ACTive Real Estate BV September 2000 - November 2010
Merrill Lynch February 1987 - March 1990
Skills
SFR, Short Sales, GRI, Foreclosures, Sellers, Single Family Homes, Buyer Representation, Condos, ABR, REO, Listings, New Home Sales, Investors, Townhomes, Referrals, Relocation, e-PRO, Move Up Buyers, First Time Home Buyers, Buyers, 1031 Exchanges, Real Estate, Income Properties
Education
University of California, Los Angeles 1974 — 1976
B.A., History, Political Science
Prudential California Realty November 2010 - Present
ACTive Real Estate BV September 2000 - November 2010
Merrill Lynch February 1987 - March 1990
Skills
SFR, Short Sales, GRI, Foreclosures, Sellers, Single Family Homes, Buyer Representation, Condos, ABR, REO, Listings, New Home Sales, Investors, Townhomes, Referrals, Relocation, e-PRO, Move Up Buyers, First Time Home Buyers, Buyers, 1031 Exchanges, Real Estate, Income Properties
Education
University of California, Los Angeles 1974 — 1976
B.A., History, Political Science
Alex Shokrian, CFP®, QPA, QKA's Merrill Lynch Experience October 2013 - July 2014
Job Accomplished Value Oriented Financial Advisor
Industry Financial Services
Experience
United Retirement Plan Consultants March 2015 - Present
Merrill Lynch October 2013 - July 2014
VALIC September 2010 - October 2013
The Standard July 2009 - September 2010
Brookbay LLC February 2009 - June 2009
Charles Schwab 1998 - 2009
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Retirement Planning, Investments, Estate Planning, Negotiation, Income Tax, Pensions, Financial Planners, Risk Management, Retirement, Series 7, 401k, Mutual Funds, Wealth Management, Asset Allocation, Series 65, Investment Advisory, Series 63, Defined Benefit, Defined Contribution, Retirement Plan..., Fixed Annuities, Financial Services, Investment Strategies, Finance, Relationship Management, Series 6, Insurance, Securities, Financial Advisory, Strategic Financial..., Series 24, IRAs, Qualified Retirement..., FINRA, Profit Sharing, Investment Management, ETFs, Alternative Investments, ERISA, Asset Management, Portfolio Management, Fixed Income, 403 b, Equities, Certified Financial..., Financial Planning
Education
University of California, Los Angeles
BA, History
United Retirement Plan Consultants March 2015 - Present
Merrill Lynch October 2013 - July 2014
VALIC September 2010 - October 2013
The Standard July 2009 - September 2010
Brookbay LLC February 2009 - June 2009
Charles Schwab 1998 - 2009
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Retirement Planning, Investments, Estate Planning, Negotiation, Income Tax, Pensions, Financial Planners, Risk Management, Retirement, Series 7, 401k, Mutual Funds, Wealth Management, Asset Allocation, Series 65, Investment Advisory, Series 63, Defined Benefit, Defined Contribution, Retirement Plan..., Fixed Annuities, Financial Services, Investment Strategies, Finance, Relationship Management, Series 6, Insurance, Securities, Financial Advisory, Strategic Financial..., Series 24, IRAs, Qualified Retirement..., FINRA, Profit Sharing, Investment Management, ETFs, Alternative Investments, ERISA, Asset Management, Portfolio Management, Fixed Income, 403 b, Equities, Certified Financial..., Financial Planning
Education
University of California, Los Angeles
BA, History
Devon Kellgren Devon Kellgren's Merrill Lynch Experience October 2005 - June 2011
Job Senior Business Systems Analyst at HRA
Industry Financial Services
Experience
DK Web Design & Development October 2002 - Present
NYC Human Resources Administration, Office of Business Strategies & Solutions January 2013 - April 2015
Financial Industry Regulatory Authority April 2012 - September 2012
Merrill Lynch October 2005 - June 2011
Devon Kai Collections December 2002 - December 2010
Merrill Lynch January 2003 - October 2005
Merrill Lynch December 2001 - August 2003
Merrill Lynch February 2001 - January 2002
Servisound August 1997 - July 1999
Tough Boy Entertainment March 1991 - August 1991
Skills
PowerPoint, Excel, Access, MS Project, Outlook, Sharepoint, Wordpress, Dreamweaver, FrontPage, Toad for DB2, Adobe Photodeluxe, Photoshop, ASP, ASP.NET, VBScript, PHP, JavaScript, XML, CSS, HTML, Web Development, Product Management, Customer Relations, Analytics, Service Management, Account Management, Inventory Management, SQL, Visio, Web Project Management, CMS, Content Management, Business Analysis, E-commerce, Windows, MS Office Suite, Visual Basic, Databases, Web Design, Technical Writing, Web Applications, Requirements Gathering, Database Management, Application Development, Requirements Analysis, Web Analytics, VBA, Vendor Management, Java, Problem Solving
Education
The Learning Tree 2007 — 2007
ITIL Acheiving Foundation Certification
ESI International (Affiliated with George Washington University) 2006 — 2007
Associates Certificate, Project Management
Dick Grove School of Music 1990 — 1992
Associate, Recording Engineering
University of California, Los Angeles 1988 — 1990
Liberal Arts
Campbell Hall 1981 — 1988
Wonderland
DK Web Design & Development October 2002 - Present
NYC Human Resources Administration, Office of Business Strategies & Solutions January 2013 - April 2015
Financial Industry Regulatory Authority April 2012 - September 2012
Merrill Lynch October 2005 - June 2011
Devon Kai Collections December 2002 - December 2010
Merrill Lynch January 2003 - October 2005
Merrill Lynch December 2001 - August 2003
Merrill Lynch February 2001 - January 2002
Servisound August 1997 - July 1999
Tough Boy Entertainment March 1991 - August 1991
Skills
PowerPoint, Excel, Access, MS Project, Outlook, Sharepoint, Wordpress, Dreamweaver, FrontPage, Toad for DB2, Adobe Photodeluxe, Photoshop, ASP, ASP.NET, VBScript, PHP, JavaScript, XML, CSS, HTML, Web Development, Product Management, Customer Relations, Analytics, Service Management, Account Management, Inventory Management, SQL, Visio, Web Project Management, CMS, Content Management, Business Analysis, E-commerce, Windows, MS Office Suite, Visual Basic, Databases, Web Design, Technical Writing, Web Applications, Requirements Gathering, Database Management, Application Development, Requirements Analysis, Web Analytics, VBA, Vendor Management, Java, Problem Solving
Education
The Learning Tree 2007 — 2007
ITIL Acheiving Foundation Certification
ESI International (Affiliated with George Washington University) 2006 — 2007
Associates Certificate, Project Management
Dick Grove School of Music 1990 — 1992
Associate, Recording Engineering
University of California, Los Angeles 1988 — 1990
Liberal Arts
Campbell Hall 1981 — 1988
Wonderland
Gage Houser Gage Houser's Merrill Lynch Experience 1997 - 2000
Job VP at Hutchinson Capital
Industry Financial Services
Experience
Hutchinson Capital February 2008 - Present
HSBC Securities February 2004 - January 2008
Credit Suisse First Boston 2000 - 2004
Merrill Lynch 1997 - 2000
Skills
Securities, Investment Management, Private Equity, Series 63, Equity Valuation, Emerging Markets, Structured Finance, Fund Of Funds, Finance, Corporate Development, Retirement, Investments, Asset Management, Financial Modeling, Management, Portfolio Management, Equities, Bonds, Alternative Investments, Financial Analysis, Hedge Funds, Fixed Income
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Branson 1988 — 1992
Hutchinson Capital February 2008 - Present
HSBC Securities February 2004 - January 2008
Credit Suisse First Boston 2000 - 2004
Merrill Lynch 1997 - 2000
Skills
Securities, Investment Management, Private Equity, Series 63, Equity Valuation, Emerging Markets, Structured Finance, Fund Of Funds, Finance, Corporate Development, Retirement, Investments, Asset Management, Financial Modeling, Management, Portfolio Management, Equities, Bonds, Alternative Investments, Financial Analysis, Hedge Funds, Fixed Income
Education
University of California, Los Angeles 1992 — 1996
BA, Economics
Branson 1988 — 1992
Jared Cohen Jared Cohen's Merrill Lynch Experience 2003 - 2006
Job Ocean Peak Capital Management
Industry Investment Management
Experience
Ocean Peak Capital Management June 2015 - Present
Fortress Investment Group February 2006 - May 2015
Merrill Lynch 2003 - 2006
Morgan Stanley 2000 - 2002
Education
University of California, Los Angeles 1996 — 2000
Ocean Peak Capital Management June 2015 - Present
Fortress Investment Group February 2006 - May 2015
Merrill Lynch 2003 - 2006
Morgan Stanley 2000 - 2002
Education
University of California, Los Angeles 1996 — 2000
Ed Tom's Merrill Lynch Experience March 1987 - June 2001
Job Vice President of Investments UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2001 - Present
UBS June 2001 - Present
Merrill Lynch March 1987 - June 2001
Skills
Investments, Wealth Management, Retirement Planning, Fixed Income, Portfolio Management, Securities, Equities, Series 7, Asset Allocation, Series 63, Mutual Funds, Alternative Investments
Education
University of California, Los Angeles 1978 — 1982
UBS Financial Services Inc. June 2001 - Present
UBS June 2001 - Present
Merrill Lynch March 1987 - June 2001
Skills
Investments, Wealth Management, Retirement Planning, Fixed Income, Portfolio Management, Securities, Equities, Series 7, Asset Allocation, Series 63, Mutual Funds, Alternative Investments
Education
University of California, Los Angeles 1978 — 1982
Andrew Low Andrew Low's Merrill Lynch Experience November 2002 - June 2008
Job Vice President Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2008 - Present
Merrill Lynch November 2002 - June 2008
BMO Harris Private Banking August 2002 - December 2002
Morgan Stanley September 2000 - August 2002
Issachar July 1992 - August 2000
Skills
Investments, Start-ups, Risk Management, Management Consulting, Strategic Planning, Private Equity, Business Planning, Consulting, Insurance, Business Strategy, Process Improvement, Financial Modeling, Corporate Finance, Leadership, Team Building, Charitable Gift Planning, Trust Management, Estate Planning, Investment Advisory, Executive Management, Portfolio Management, Financial Analysis
Education
UCLA 1983 — 1985
Program in Business & Administration, Business Administration and Management, General
UCLA 1980 — 1985
Bachelor of Arts (BA), Communication Studies
BNY Mellon Wealth Management August 2008 - Present
Merrill Lynch November 2002 - June 2008
BMO Harris Private Banking August 2002 - December 2002
Morgan Stanley September 2000 - August 2002
Issachar July 1992 - August 2000
Skills
Investments, Start-ups, Risk Management, Management Consulting, Strategic Planning, Private Equity, Business Planning, Consulting, Insurance, Business Strategy, Process Improvement, Financial Modeling, Corporate Finance, Leadership, Team Building, Charitable Gift Planning, Trust Management, Estate Planning, Investment Advisory, Executive Management, Portfolio Management, Financial Analysis
Education
UCLA 1983 — 1985
Program in Business & Administration, Business Administration and Management, General
UCLA 1980 — 1985
Bachelor of Arts (BA), Communication Studies
Nick Givogri's Merrill Lynch Experience 2007 - 2010
Job
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
Merrill Lynch 2007 - 2010
Merrill Lynch 2005 - 2007
Merrill Lynch 1997 - 2005
Education
University of California, Los Angeles 1995 — 1998
Economics
Merrill Edge August 2011 - Present
Merrill Lynch 2007 - 2010
Merrill Lynch 2005 - 2007
Merrill Lynch 1997 - 2005
Education
University of California, Los Angeles 1995 — 1998
Economics
Micah Giles's Merrill Lynch Experience 1983 - 1991
Job Marketing Director, Kids Sports News Network
Industry Broadcast Media
Experience
Kids Sports News Network 2000 - Present
International Foreign Student Exchange 1997 - 2000
Williams Family Daycare 1991 - 2000
Merrill Lynch 1983 - 1991
Disneyland Resort 1978 - 1979
Skills
Management, Fundraising, Training, Strategic Planning, New Business Development, Public Relations, Entrepreneurship, Customer Service, Marketing, Event Management, Social Networking, Marketing Communications, Social Media Marketing, Account Management, Social Media
Education
University of California, Los Angeles 1978 — 1983
Bachelor of Arts (BA), Political Science and Government
Kids Sports News Network 2000 - Present
International Foreign Student Exchange 1997 - 2000
Williams Family Daycare 1991 - 2000
Merrill Lynch 1983 - 1991
Disneyland Resort 1978 - 1979
Skills
Management, Fundraising, Training, Strategic Planning, New Business Development, Public Relations, Entrepreneurship, Customer Service, Marketing, Event Management, Social Networking, Marketing Communications, Social Media Marketing, Account Management, Social Media
Education
University of California, Los Angeles 1978 — 1983
Bachelor of Arts (BA), Political Science and Government
Jay Johnson (E-mail) Johnson's Merrill Lynch Experience
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
University of California, Los Angeles 1987 — 1990
Merrill Lynch
Education
University of California, Los Angeles 1987 — 1990
Eliza Kim's Merrill Lynch Experience 2006 - 2007
Job Owner, Indie Bleu, LLC
Industry Apparel & Fashion
Experience
Indie Bleu, LLC 2011 - Present
Inter Design Studio, Inc. 2008 - 2014
G.L.W.G 2006 - 2007
Merrill Lynch 2006 - 2007
Skills
Financial Modeling
Education
University of California, Los Angeles 2003 — 2007
BA, Economics, Global Studies Minor
Indie Bleu, LLC 2011 - Present
Inter Design Studio, Inc. 2008 - 2014
G.L.W.G 2006 - 2007
Merrill Lynch 2006 - 2007
Skills
Financial Modeling
Education
University of California, Los Angeles 2003 — 2007
BA, Economics, Global Studies Minor
Betsy Boettger Cannon's Merrill Lynch Experience 2002 - 2004
Job Estate planning attorney at Plageman, Lund & Cannon LLP
Industry Law Practice
Experience
Plageman, Lund & Cannon LLP May 2004 - Present
Merrill Lynch 2002 - 2004
Deloitte & Touche 1998 - 2001
Education
University of Notre Dame Law School 1995 — 1998
JD
University of California, Los Angeles 1991 — 1995
B.A., Economics/ Business
Plageman, Lund & Cannon LLP May 2004 - Present
Merrill Lynch 2002 - 2004
Deloitte & Touche 1998 - 2001
Education
University of Notre Dame Law School 1995 — 1998
JD
University of California, Los Angeles 1991 — 1995
B.A., Economics/ Business
Katrina Li's Merrill Lynch Experience August 2007 - December 2008
Job Assistant Sales Manager at JLL
Industry Real Estate
Experience
Jones Lang LaSalle August 2015 - Present
Overseas Premium Properties Ltd. September 2014 - July 2015
CBRE July 2011 - November 2013
Chase March 2009 - January 2011
Merrill Lynch August 2007 - December 2008
Skills
Portfolio Management, International Real..., Real Estate Investment..., Data Management, Strategic Planning, Business Development, Wealth Management, Microsoft Excel, Customer Service, Financial Modeling, Real Estate
Education
University of California, Los Angeles 2013 — 2013
Real Estate
University of Oregon - Charles H. Lundquist College of Business 2003 — 2006
middle school
Jones Lang LaSalle August 2015 - Present
Overseas Premium Properties Ltd. September 2014 - July 2015
CBRE July 2011 - November 2013
Chase March 2009 - January 2011
Merrill Lynch August 2007 - December 2008
Skills
Portfolio Management, International Real..., Real Estate Investment..., Data Management, Strategic Planning, Business Development, Wealth Management, Microsoft Excel, Customer Service, Financial Modeling, Real Estate
Education
University of California, Los Angeles 2013 — 2013
Real Estate
University of Oregon - Charles H. Lundquist College of Business 2003 — 2006
middle school
Rhoda Longhenry's Merrill Lynch Experience 1998 - 2000
Job Partner at True
Industry Staffing and Recruiting
Experience
True June 2013 - Present
Heidrick & Struggles March 2001 - June 2013
Merrill Lynch 1998 - 2000
Montgomery Securities/Bank of America Securities 1995 - 1998
Skills
Mergers & Acquisitions, Venture Capital, Start-ups, Private Equity, Management Consulting, Executive Search, Due Diligence, Corporate Development, Strategy, Strategic Partnerships, Acquisition Integration, Mergers, Talent Acquisition, Business Development
Education
University of California, Los Angeles 1990 — 1995
Bachelor of Science, Economics
True June 2013 - Present
Heidrick & Struggles March 2001 - June 2013
Merrill Lynch 1998 - 2000
Montgomery Securities/Bank of America Securities 1995 - 1998
Skills
Mergers & Acquisitions, Venture Capital, Start-ups, Private Equity, Management Consulting, Executive Search, Due Diligence, Corporate Development, Strategy, Strategic Partnerships, Acquisition Integration, Mergers, Talent Acquisition, Business Development
Education
University of California, Los Angeles 1990 — 1995
Bachelor of Science, Economics
Niki Patel's Merrill Lynch Experience August 2006 - January 2007
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture August 2008 - Present
Merrill Lynch August 2006 - January 2007
Ameriprise Financial December 2005 - June 2006
Buzztone September 2005 - December 2005
Skills
Business Process Design, Project Planning, Project Implementation, Strategic Planning, Data Analysis, Excel, Metrics Definition, Order to Cash, Procure to Pay, Openlink, Project Portfolio..., Offshore Management, Functional..., Functional Design, Gap Analysis, Fixed Asset Management, Trading Systems, Greenhouse Gas, Carbon Trading, Balanced Scorecard, ETRM, Finance, Shared Services, Microsoft Excel, Business Analysis, Management Consulting, Business Process, Strategy, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, Economics and Psychology
University of California, Los Angeles 2004 — 2008
B.A., Economics and Psychology
Accenture August 2008 - Present
Merrill Lynch August 2006 - January 2007
Ameriprise Financial December 2005 - June 2006
Buzztone September 2005 - December 2005
Skills
Business Process Design, Project Planning, Project Implementation, Strategic Planning, Data Analysis, Excel, Metrics Definition, Order to Cash, Procure to Pay, Openlink, Project Portfolio..., Offshore Management, Functional..., Functional Design, Gap Analysis, Fixed Asset Management, Trading Systems, Greenhouse Gas, Carbon Trading, Balanced Scorecard, ETRM, Finance, Shared Services, Microsoft Excel, Business Analysis, Management Consulting, Business Process, Strategy, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, Economics and Psychology
University of California, Los Angeles 2004 — 2008
B.A., Economics and Psychology
Jeff Schiamberg's Merrill Lynch Experience 1999 - 2002
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2009 - Present
Banc of America Securities May 2003 - April 2009
Merrill Lynch 1999 - 2002
Skills
Investment Banking, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
University of California, Los Angeles 1989 — 1993
BA, Biz/Econ
RBC Capital Markets November 2009 - Present
Banc of America Securities May 2003 - April 2009
Merrill Lynch 1999 - 2002
Skills
Investment Banking, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
University of California, Los Angeles 1989 — 1993
BA, Biz/Econ
Hilaire Atlee's Merrill Lynch Experience July 1995 - April 1998
Job Director Alternative Investments at Matrix Capital Group
Industry Financial Services
Experience
Matrix Capital Group June 2008 - Present
Rivercast Capital Management January 2010 - Present
Trek Capital Management LLC April 2011 - Present
Cypress Capital Management LLC January 2010 - January 2013
Bullfrog Capital Management LLC July 2004 - April 2009
Firsthand Capital Management August 1999 - January 2002
ING Baring Furman Selz Prime Brokerage February 1998 - September 1999
Merrill Lynch July 1995 - April 1998
Marin Capital Management December 1993 - August 1995
The North Face 1991 - 1993
Skills
Hedge Funds, Equities, Series 3, Alternative Investments, Asset Management, Managed Futures, FINRA, Asset Managment, Investments, Financial Markets, Risk Management, Derivatives, Trading, Trading Systems, Commodity, Options, Securities, Portfolio Management, Mutual Funds, Prime Brokerage, Fixed Income, Capital Markets, ETFs, Bloomberg, Fund Of Funds, Equity Trading, Equity Research, Series 63, Wealth Management, Investment Management, Asset Allocation, Private Equity, Investment Strategies, Investment Banking, Trading Strategies, Hedging, Global Macro, Proprietary Trading, Series 7, Electronic Trading, Bonds, Institutional..., Due Diligence, Commodity Markets, Investment Advisory
Education
University of California, Los Angeles 1984 — 1988
BA, History
Pacific Palisades high School 1977 — 1979
Matrix Capital Group June 2008 - Present
Rivercast Capital Management January 2010 - Present
Trek Capital Management LLC April 2011 - Present
Cypress Capital Management LLC January 2010 - January 2013
Bullfrog Capital Management LLC July 2004 - April 2009
Firsthand Capital Management August 1999 - January 2002
ING Baring Furman Selz Prime Brokerage February 1998 - September 1999
Merrill Lynch July 1995 - April 1998
Marin Capital Management December 1993 - August 1995
The North Face 1991 - 1993
Skills
Hedge Funds, Equities, Series 3, Alternative Investments, Asset Management, Managed Futures, FINRA, Asset Managment, Investments, Financial Markets, Risk Management, Derivatives, Trading, Trading Systems, Commodity, Options, Securities, Portfolio Management, Mutual Funds, Prime Brokerage, Fixed Income, Capital Markets, ETFs, Bloomberg, Fund Of Funds, Equity Trading, Equity Research, Series 63, Wealth Management, Investment Management, Asset Allocation, Private Equity, Investment Strategies, Investment Banking, Trading Strategies, Hedging, Global Macro, Proprietary Trading, Series 7, Electronic Trading, Bonds, Institutional..., Due Diligence, Commodity Markets, Investment Advisory
Education
University of California, Los Angeles 1984 — 1988
BA, History
Pacific Palisades high School 1977 — 1979
Jordana Cohen's Merrill Lynch Experience 1999 - 2005
Job Business Analyst Risk Management
Industry Financial Services
Experience
Bank of America October 2011 - Present
JT Equinox, Inc July 1999 - Present
Misys Banking Systems June 2009 - October 2011
Citi - Web Hosting Group 2008 - June 2009
Barclays Capital February 2007 - June 2008
JP Morgan Chase - Asset and Wealth Management 2006 - 2007
Merrill Lynch 1999 - 2005
ING 1997 - 1999
Citibank June 1990 - October 1997
Myers-Holum August 1988 - May 1990
Education
University of California, Los Angeles 1981 — 1987
Bank of America October 2011 - Present
JT Equinox, Inc July 1999 - Present
Misys Banking Systems June 2009 - October 2011
Citi - Web Hosting Group 2008 - June 2009
Barclays Capital February 2007 - June 2008
JP Morgan Chase - Asset and Wealth Management 2006 - 2007
Merrill Lynch 1999 - 2005
ING 1997 - 1999
Citibank June 1990 - October 1997
Myers-Holum August 1988 - May 1990
Education
University of California, Los Angeles 1981 — 1987
Andrew Oh, CFA's Merrill Lynch Experience October 2006 - March 2007
Job Associate Director at First Quadrant
Industry Investment Management
Experience
First Quadrant August 2015 - Present
First Quadrant June 2012 - Present
Western Asset Management September 2009 - May 2012
Western Asset Management September 2009 - May 2012
Western Asset Management July 2007 - September 2009
Pacific Coast Funding October 2006 - March 2007
Merrill Lynch October 2006 - March 2007
Zip Fusion June 2005 - February 2007
Gravity Interactive, Inc. March 2004 - July 2005
Skills
Investments, Financial Modeling, Bloomberg, Fixed Income, Derivatives, Excel, Visual Basic, Visual Studio, Alternative Investments, Swaps, Swaptions, Interest Rate Swaps, Credit Risk, Credit Derivatives, Equities, Equity Research, Equity Valuation, Valuation, Programming, Business Analysis, C, C++, Ruby, Python, Java, Macro, CFA, Financial Analysis, Financial Reporting, Financial Management, Wealth Management, Microsoft Excel
Education
University of California, Los Angeles 2002 — 2007
Bachelor of Science, Computer Science
Anderson W. Clark Magnet High School 1998 — 2002
First Quadrant August 2015 - Present
First Quadrant June 2012 - Present
Western Asset Management September 2009 - May 2012
Western Asset Management September 2009 - May 2012
Western Asset Management July 2007 - September 2009
Pacific Coast Funding October 2006 - March 2007
Merrill Lynch October 2006 - March 2007
Zip Fusion June 2005 - February 2007
Gravity Interactive, Inc. March 2004 - July 2005
Skills
Investments, Financial Modeling, Bloomberg, Fixed Income, Derivatives, Excel, Visual Basic, Visual Studio, Alternative Investments, Swaps, Swaptions, Interest Rate Swaps, Credit Risk, Credit Derivatives, Equities, Equity Research, Equity Valuation, Valuation, Programming, Business Analysis, C, C++, Ruby, Python, Java, Macro, CFA, Financial Analysis, Financial Reporting, Financial Management, Wealth Management, Microsoft Excel
Education
University of California, Los Angeles 2002 — 2007
Bachelor of Science, Computer Science
Anderson W. Clark Magnet High School 1998 — 2002
Varun Bhojwani's Merrill Lynch Experience March 2007 - June 2007
Job Investment Banking Associate (Technology) at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Jefferies & Company June 2010 - June 2015
Wells Fargo & Co. June 2008 - June 2010
Wells Fargo & Co. June 2007 - September 2007
Merrill Lynch March 2007 - June 2007
Skills
DCF, LBO, Investment Banking, Equity Research, Bloomberg, Valuation, Financial Modeling, Private Equity, Equities, Equity Valuation, Corporate Finance, Capital Markets, Leveraged Finance, M&A experience, IPO
Education
University of California, Los Angeles 2006 — 2008
Bachelor's, Biological Sciences
Piper Jaffray June 2015 - Present
Jefferies & Company June 2010 - June 2015
Wells Fargo & Co. June 2008 - June 2010
Wells Fargo & Co. June 2007 - September 2007
Merrill Lynch March 2007 - June 2007
Skills
DCF, LBO, Investment Banking, Equity Research, Bloomberg, Valuation, Financial Modeling, Private Equity, Equities, Equity Valuation, Corporate Finance, Capital Markets, Leveraged Finance, M&A experience, IPO
Education
University of California, Los Angeles 2006 — 2008
Bachelor's, Biological Sciences
Sose Thomassian's Merrill Lynch Experience 2004 - 2005
Job Analyst at Beckman Laser Institute
Industry Research
Experience
University of California, Irvine Beckman Laser Institute 2008 - Present
RAND October 2006 - December 2007
Merrill Lynch 2004 - 2005
Education
University of California, Los Angeles 2003 — 2006
University of California, Irvine Beckman Laser Institute 2008 - Present
RAND October 2006 - December 2007
Merrill Lynch 2004 - 2005
Education
University of California, Los Angeles 2003 — 2006
Bruce K. Huang's Merrill Lynch Experience June 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Merrill Lynch June 2008 - Present
UBS Investment Bank May 2000 - June 2008
Wilshire Associates July 1999 - March 2000
Skills
Fixed Income, Bonds, Investment Management, Investment Banking, Capital Markets, Series 7, Series 63, Proficiency with..., Finance, Asset Allocation, Valuation, Investments, Portfolio Management, Banking, Credit, Financial Risk, Securities, Trading, Financial Structuring
Education
University of California, Los Angeles
BA
University High School
Merrill Lynch June 2008 - Present
Merrill Lynch June 2008 - Present
UBS Investment Bank May 2000 - June 2008
Wilshire Associates July 1999 - March 2000
Skills
Fixed Income, Bonds, Investment Management, Investment Banking, Capital Markets, Series 7, Series 63, Proficiency with..., Finance, Asset Allocation, Valuation, Investments, Portfolio Management, Banking, Credit, Financial Risk, Securities, Trading, Financial Structuring
Education
University of California, Los Angeles
BA
University High School
Aaron Deedon's Merrill Lynch Experience April 2000 - April 2006
Job Regional Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein April 2006 - Present
Merrill Lynch April 2000 - April 2006
AIG SunAmerica 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
AllianceBernstein April 2006 - Present
Merrill Lynch April 2000 - April 2006
AIG SunAmerica 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
Ellen Gibbons's Merrill Lynch Experience May 2000 - January 2002
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch May 2000 - January 2002
Skills
Private Equity, Wealth Management, Wealth Management..., Capital Markets, Fixed Income, Investments, Video Production, Derivatives, Financial Analysis, Financial Modeling, Risk Management, Television, Alternative Investments, Valuation, Portfolio Management, Hedge Funds, Video, Wealth, Equities, Strategic Planning, Series 63, Investment Management, Finance, Film Production, Music, High Net Worth..., Social Media Marketing, Due Diligence, Film, Entertainment, Event Management, Social Media, Asset Management, CRM
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
University of California, Los Angeles 1990 — 1994
ba, Political Science
Merrill Lynch May 2000 - January 2002
Skills
Private Equity, Wealth Management, Wealth Management..., Capital Markets, Fixed Income, Investments, Video Production, Derivatives, Financial Analysis, Financial Modeling, Risk Management, Television, Alternative Investments, Valuation, Portfolio Management, Hedge Funds, Video, Wealth, Equities, Strategic Planning, Series 63, Investment Management, Finance, Film Production, Music, High Net Worth..., Social Media Marketing, Due Diligence, Film, Entertainment, Event Management, Social Media, Asset Management, CRM
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
University of California, Los Angeles 1990 — 1994
ba, Political Science
Eugene Lavrov, MBA's Merrill Lynch Experience September 2007 - July 2011
Job Associate at Zolfo Cooper
Industry Financial Services
Experience
Zolfo Cooper April 2015 - Present
Kaufman Hall June 2013 - April 2015
Vanderbilt University August 2011 - May 2013
Ernst & Young June 2012 - August 2012
Velocityhealth Securities, INC October 2011 - January 2012
Merrill Lynch September 2007 - July 2011
GKM Capital November 2005 - August 2007
Coast Asset Management February 2004 - November 2005
Skills
Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Valuation, Salesforce.com, DCF, WACC, DCF Valuation, M&A Modeling, M&A execution, M&A analysis, M&A support, Cross-border M&A, M&A Advisory Services, International M&A, Emerging Growth..., M&A work, Transactional Analysis, Anti-Kickback Statute, Corporate Advisory, Capital Raising, Capital Markets Advisory, 144A, Rule 144, 10b5-1 Plans, ESPP, Equity Plans, Restricted Stock, Non-Qualified, ACATS, DTC, Fedwire, US Treasuries, Front Office Trading..., Bloomberg Software, Section 16, Pre-IPO, Equity Capital Markets, Trade Sales, Transaction Support, Strategic M&A, International Joint..., Selling Businesses, Comparable Analysis, Precedent Transactions, Thomson One Analytics, Capital IQ, Factiva, Pitch Books
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Los Angeles 2002 — 2004
BA, Economics/International Area Studies
Zolfo Cooper April 2015 - Present
Kaufman Hall June 2013 - April 2015
Vanderbilt University August 2011 - May 2013
Ernst & Young June 2012 - August 2012
Velocityhealth Securities, INC October 2011 - January 2012
Merrill Lynch September 2007 - July 2011
GKM Capital November 2005 - August 2007
Coast Asset Management February 2004 - November 2005
Skills
Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Valuation, Salesforce.com, DCF, WACC, DCF Valuation, M&A Modeling, M&A execution, M&A analysis, M&A support, Cross-border M&A, M&A Advisory Services, International M&A, Emerging Growth..., M&A work, Transactional Analysis, Anti-Kickback Statute, Corporate Advisory, Capital Raising, Capital Markets Advisory, 144A, Rule 144, 10b5-1 Plans, ESPP, Equity Plans, Restricted Stock, Non-Qualified, ACATS, DTC, Fedwire, US Treasuries, Front Office Trading..., Bloomberg Software, Section 16, Pre-IPO, Equity Capital Markets, Trade Sales, Transaction Support, Strategic M&A, International Joint..., Selling Businesses, Comparable Analysis, Precedent Transactions, Thomson One Analytics, Capital IQ, Factiva, Pitch Books
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, Los Angeles 2002 — 2004
BA, Economics/International Area Studies
Rachel Kanter, CFP®'s Merrill Lynch Experience August 2011 - Present
Job Director Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Morgan Stanley Smith Barney, LCC January 2007 - August 2011
Citi Smith Barney January 2005 - January 2007
UBS Wealth Management and Ameriprise December 2001 - March 2004
Skills
Wealth Management, Financial Advisory, Wealth Management..., Estate Planning, Wealth, Asset Allocation, Risk Management, Asset Management, Series 7, Private Banking, High Net Worth..., Uniform Combined State..., Certified Financial..., Finance, Financial Services, Investments, Mutual Funds, Series 63, Banking
Education
CFP designation - Kaplan 2007 — 2007
Certified Financial Planner, Financial Planning
University of California, Los Angeles
Merrill Lynch August 2011 - Present
Morgan Stanley Smith Barney, LCC January 2007 - August 2011
Citi Smith Barney January 2005 - January 2007
UBS Wealth Management and Ameriprise December 2001 - March 2004
Skills
Wealth Management, Financial Advisory, Wealth Management..., Estate Planning, Wealth, Asset Allocation, Risk Management, Asset Management, Series 7, Private Banking, High Net Worth..., Uniform Combined State..., Certified Financial..., Finance, Financial Services, Investments, Mutual Funds, Series 63, Banking
Education
CFP designation - Kaplan 2007 — 2007
Certified Financial Planner, Financial Planning
University of California, Los Angeles
Karyn Lim's Merrill Lynch Experience 2005 - 2008
Job Managing Director at Mestel & Co.
Industry Legal Services
Experience
Mestel & Company 2013 - Present
Rovi Corporation 2012 - 2013
OSI Systems, Inc. 2010 - 2012
Loeb & Loeb LLP 2008 - 2009
Merrill Lynch 2005 - 2008
Fried Frank 1999 - 2004
Skills
Legal Recruiting, Corporate Law
Education
Georgetown University Law Center
J.D.
University of California, Los Angeles
BA, History
Mestel & Company 2013 - Present
Rovi Corporation 2012 - 2013
OSI Systems, Inc. 2010 - 2012
Loeb & Loeb LLP 2008 - 2009
Merrill Lynch 2005 - 2008
Fried Frank 1999 - 2004
Skills
Legal Recruiting, Corporate Law
Education
Georgetown University Law Center
J.D.
University of California, Los Angeles
BA, History
Corey Wong's Merrill Lynch Experience 2005 - 2005
Job Business Development at Demand Media
Industry Entertainment
Experience
Demand Media 2014 - Present
Disney ABC Television Group January 2012 - 2014
Electronic Arts Interactive 2009 - 2012
William Blair and Company 2007 - 2008
Lehman Brothers 2006 - 2006
Deloitte & Touche 2006 - 2006
Merrill Lynch 2005 - 2005
Education
University of California, Los Angeles 2003 — 2007
Demand Media 2014 - Present
Disney ABC Television Group January 2012 - 2014
Electronic Arts Interactive 2009 - 2012
William Blair and Company 2007 - 2008
Lehman Brothers 2006 - 2006
Deloitte & Touche 2006 - 2006
Merrill Lynch 2005 - 2005
Education
University of California, Los Angeles 2003 — 2007
Tracy Tufaga's Merrill Lynch Experience August 2006 - January 2007
Job Experienced in Customer Relations and Process Management, Skilled in People Development, Dedicated Team Player
Industry Publishing
Experience
Elsevier August 2014 - December 2014
Elsevier August 2008 - August 2014
Elsevier April 2011 - July 2011
Elsevier May 2007 - July 2008
Elsevier February 2007 - May 2007
Merrill Lynch August 2006 - January 2007
Skills
Workshop Facilitation, Employee Training, Written & Oral..., Customer Service, Written & Verbal..., Project Coordination, Presentation Development, Presentations, Microsoft Excel, Microsoft Word, PowerPoint, Continuous Improvement, Dedication to..., Mentoring Of Staff, Team Leadership, Lean Tools, Procedure Development, Critical Thinking, Root Cause Problem..., Collaborative Problem..., Handle Multiple..., Online Publishing, Team Building, Research, Marketing, Process Improvement, Training, Technical Writing, Event Planning, Management, Teaching, Microsoft Office, Change Management, Social Networking, Social Media, Project Management, Public Speaking
Education
University of Phoenix 2015 — 2017
Business
University of California, Los Angeles 1995 — 1999
Mount Miguel High School 1991 — 1995
Elsevier August 2014 - December 2014
Elsevier August 2008 - August 2014
Elsevier April 2011 - July 2011
Elsevier May 2007 - July 2008
Elsevier February 2007 - May 2007
Merrill Lynch August 2006 - January 2007
Skills
Workshop Facilitation, Employee Training, Written & Oral..., Customer Service, Written & Verbal..., Project Coordination, Presentation Development, Presentations, Microsoft Excel, Microsoft Word, PowerPoint, Continuous Improvement, Dedication to..., Mentoring Of Staff, Team Leadership, Lean Tools, Procedure Development, Critical Thinking, Root Cause Problem..., Collaborative Problem..., Handle Multiple..., Online Publishing, Team Building, Research, Marketing, Process Improvement, Training, Technical Writing, Event Planning, Management, Teaching, Microsoft Office, Change Management, Social Networking, Social Media, Project Management, Public Speaking
Education
University of Phoenix 2015 — 2017
Business
University of California, Los Angeles 1995 — 1999
Mount Miguel High School 1991 — 1995
Andrew Doll's Merrill Lynch Experience 1999 - 2000
Job Investment Manager at The DMW Group Inc.
Industry Investment Management
Experience
The DMW Group Inc. January 2001 - Present
Merrill Lynch 1999 - 2000
Robertson Stephens & Co. 1995 - 1997
Skills
Valuation, Investments, Venture Capital, Asset Management, Mergers & Acquisitions, Alternative Investments, Equities, Private Equity, Hedge Funds, Financial Modeling, Corporate Development, Portfolio Management, Equity Research, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance, Economics
University of California, Los Angeles 1990 — 1995
BA, Business Economics
The DMW Group Inc. January 2001 - Present
Merrill Lynch 1999 - 2000
Robertson Stephens & Co. 1995 - 1997
Skills
Valuation, Investments, Venture Capital, Asset Management, Mergers & Acquisitions, Alternative Investments, Equities, Private Equity, Hedge Funds, Financial Modeling, Corporate Development, Portfolio Management, Equity Research, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance, Economics
University of California, Los Angeles 1990 — 1995
BA, Business Economics
Karen Selke's Merrill Lynch Experience January 1994 - August 2000
Job WellRegarded PMP | Facilitator w/Expertise in Process Analysis | Engaging Trainer | Content Developer
Industry Computer Software
Experience
Oracle October 2007 - December 2013
Oracle October 2005 - October 2007
Siebel Systems October 2000 - October 2005
Merrill Lynch January 1994 - August 2000
Skills
PMP, Distance Learning, Instructor-led Training, Training, Project Management, Blended Learning, E-Learning, Captivate, UPK, CRM, Software Documentation, Oracle Applications, SaaS, Oracle Agile PLM, Oracle CRM, Training Delivery, Management Consulting, Hands-on Training, Business Process Design, Cross Functional..., Interviewing Subject...
Education
University of California, Los Angeles 1988 — 1993
BA, History
Oracle October 2007 - December 2013
Oracle October 2005 - October 2007
Siebel Systems October 2000 - October 2005
Merrill Lynch January 1994 - August 2000
Skills
PMP, Distance Learning, Instructor-led Training, Training, Project Management, Blended Learning, E-Learning, Captivate, UPK, CRM, Software Documentation, Oracle Applications, SaaS, Oracle Agile PLM, Oracle CRM, Training Delivery, Management Consulting, Hands-on Training, Business Process Design, Cross Functional..., Interviewing Subject...
Education
University of California, Los Angeles 1988 — 1993
BA, History
Christine Choi's Merrill Lynch Experience 2006 - 2009
Job Senior Vice President at PIMCO
Industry Financial Services
Experience
PIMCO 2010 - Present
Goldman Sachs 2009 - 2010
Merrill Lynch 2006 - 2009
PepsiCo 2005 - 2006
Mellon HR Solutions 2004 - 2004
Mercer Human Resource Consulting 2001 - 2003
Education
University of California, Los Angeles 1997 — 2001
B.S., Applied Mathematics
PIMCO 2010 - Present
Goldman Sachs 2009 - 2010
Merrill Lynch 2006 - 2009
PepsiCo 2005 - 2006
Mellon HR Solutions 2004 - 2004
Mercer Human Resource Consulting 2001 - 2003
Education
University of California, Los Angeles 1997 — 2001
B.S., Applied Mathematics
Joe Mooney's Merrill Lynch Experience October 2008 - April 2010
Job Gold Relationship Manager
Industry Financial Services
Experience
AssetMark February 2011 - Present
Merrill Lynch October 2008 - April 2010
Pacific Union Financial January 2005 - July 2008
Banc of America Securities January 1999 - November 2004
Education
University of California, Los Angeles 1994 — 1999
AssetMark February 2011 - Present
Merrill Lynch October 2008 - April 2010
Pacific Union Financial January 2005 - July 2008
Banc of America Securities January 1999 - November 2004
Education
University of California, Los Angeles 1994 — 1999
Patrick Tyson's Merrill Lynch Experience May 2007 - October 2007
Job Doc Drawer at New Penn Financial, LLC
Industry Real Estate
Experience
New Penn Financial, LLC August 2012 - Present
iApprove Lending February 2011 - August 2012
Bank of America August 2010 - January 2011
Merrill Lynch May 2007 - October 2007
Skills
Mortgage Lending, Bloomberg
Education
University of California, Los Angeles 2008 — 2010
New Penn Financial, LLC August 2012 - Present
iApprove Lending February 2011 - August 2012
Bank of America August 2010 - January 2011
Merrill Lynch May 2007 - October 2007
Skills
Mortgage Lending, Bloomberg
Education
University of California, Los Angeles 2008 — 2010
Jessica Giffin's Merrill Lynch Experience September 2008 - December 2008
Job Student at University of California, Los Angeles
Industry International Trade and Development
Experience
UCLA External Affairs February 2008 - July 2009
Merrill Lynch September 2008 - December 2008
U.S. Department of State June 2008 - August 2008
American Red Cross November 2007 - June 2008
Education
University of California, Los Angeles 2006 — 2010
International Development Studies and Economics
American University in Dubai 2009 — 2009
BA, Middle Eastern Studies and Economics
UCLA External Affairs February 2008 - July 2009
Merrill Lynch September 2008 - December 2008
U.S. Department of State June 2008 - August 2008
American Red Cross November 2007 - June 2008
Education
University of California, Los Angeles 2006 — 2010
International Development Studies and Economics
American University in Dubai 2009 — 2009
BA, Middle Eastern Studies and Economics
Brian Hodges's Merrill Lynch Experience August 2007 - July 2010
Job Finance Manager at Riot Games
Industry Investment Banking
Experience
Riot Games April 2012 - Present
Bank of America Merrill Lynch July 2010 - March 2012
Merrill Lynch August 2007 - July 2010
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics
Singapore American School 2000 — 2003
Riot Games April 2012 - Present
Bank of America Merrill Lynch July 2010 - March 2012
Merrill Lynch August 2007 - July 2010
Education
University of California, Los Angeles 2003 — 2007
BA, Business Economics
Singapore American School 2000 — 2003
Nancy Diana Hayden's Merrill Lynch Experience November 2006 - January 2009
Job Executive Assistant at Eleven, Inc.
Industry Financial Services
Experience
Eleven, Inc. June 2014 - Present
Financial Technology Partners April 2013 - Present
Credit Suisse April 2009 - April 2013
Merrill Lynch November 2006 - January 2009
Skills
Series 7
Education
UCLA
Bachelor of Arts (B.A.), Sociology
Eleven, Inc. June 2014 - Present
Financial Technology Partners April 2013 - Present
Credit Suisse April 2009 - April 2013
Merrill Lynch November 2006 - January 2009
Skills
Series 7
Education
UCLA
Bachelor of Arts (B.A.), Sociology
Ming H. Fong's Merrill Lynch Experience May 2003 - December 2004
Job Attorney at Goldfarb, Sturman & Averbach
Industry Law Practice
Experience
Goldfarb, Sturman & Averbach February 2015 - Present
Law Offices of Ming H. Fong October 2014 - February 2015
gishSEIDEN, LLP November 2012 - September 2014
Infinity Air, Inc. February 2011 - September 2011
Merrill Lynch May 2003 - December 2004
Skills
Tax, Corporate Tax, Corporate Law, Income Tax, Tax Preparation, Tax Returns, Tax Law, Forensic Accounting, International Tax, Accounting, Financial Reporting, GAAP, Tax Advisory, General Ledger, QuickBooks, Cash Flow, Financial Accounting, Account Reconciliation, Internal Controls, Tax Accounting, Auditing, Bookkeeping, CPA, Estate Planning, Financial Statements, Due Diligence, International Law, Tax Research, Corporate Governance, Partnership Taxation, Financial Planning, Preparation, Accountants, State Tax, Trusts, US Tax, US GAAP, Corporate Tax Planning, Fixed Assets, Bank Reconciliation, Accruals, S Corporations, Balance, Journal Entries, Management Accounting, Assurance, Accounts Payable, Cash Flow Forecasting, Personal Tax Planning, Business Tax Planning
Education
University of San Diego School of Law 2009 — 2010
LL.M., Taxation
University of San Diego School of Law 2006 — 2009
J.D., Law
University of California, Los Angeles 1997 — 2002
B.A., Economics
Goldfarb, Sturman & Averbach February 2015 - Present
Law Offices of Ming H. Fong October 2014 - February 2015
gishSEIDEN, LLP November 2012 - September 2014
Infinity Air, Inc. February 2011 - September 2011
Merrill Lynch May 2003 - December 2004
Skills
Tax, Corporate Tax, Corporate Law, Income Tax, Tax Preparation, Tax Returns, Tax Law, Forensic Accounting, International Tax, Accounting, Financial Reporting, GAAP, Tax Advisory, General Ledger, QuickBooks, Cash Flow, Financial Accounting, Account Reconciliation, Internal Controls, Tax Accounting, Auditing, Bookkeeping, CPA, Estate Planning, Financial Statements, Due Diligence, International Law, Tax Research, Corporate Governance, Partnership Taxation, Financial Planning, Preparation, Accountants, State Tax, Trusts, US Tax, US GAAP, Corporate Tax Planning, Fixed Assets, Bank Reconciliation, Accruals, S Corporations, Balance, Journal Entries, Management Accounting, Assurance, Accounts Payable, Cash Flow Forecasting, Personal Tax Planning, Business Tax Planning
Education
University of San Diego School of Law 2009 — 2010
LL.M., Taxation
University of San Diego School of Law 2006 — 2009
J.D., Law
University of California, Los Angeles 1997 — 2002
B.A., Economics
Janet Shambaugh's Merrill Lynch Experience 2007 - 2010
Job Business Consultant at JLS Financial Services
Industry Financial Services
Experience
JLS Financial Services June 2013 - Present
Covance 2013 - Present
Dow Jones May 2010 - November 2012
Merrill Lynch 2007 - 2010
Rhodia 2007 - 2008
Skills
Financial Modeling, Vendor Management, Financial Analysis, Process Improvement, Analysis, Requirements Gathering, Financial Services
Education
UCLA 1989 — 1990
Bachelor of Arts (B.A.)
Glen Rock High School
JLS Financial Services June 2013 - Present
Covance 2013 - Present
Dow Jones May 2010 - November 2012
Merrill Lynch 2007 - 2010
Rhodia 2007 - 2008
Skills
Financial Modeling, Vendor Management, Financial Analysis, Process Improvement, Analysis, Requirements Gathering, Financial Services
Education
UCLA 1989 — 1990
Bachelor of Arts (B.A.)
Glen Rock High School
Susanna Toy's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Skills
Equities, Securities, Investment Banking, CFP
Education
University of California, Los Angeles
BA, Linguistics
University of San Francisco
MBA, Marketing and Finance
Merrill Lynch 2011 - Present
Skills
Equities, Securities, Investment Banking, CFP
Education
University of California, Los Angeles
BA, Linguistics
University of San Francisco
MBA, Marketing and Finance
Ceasar Garvida CFP®, CIMA®'s Merrill Lynch Experience May 2012 - October 2013
Job Wealth Planner at Union Bank
Industry Financial Services
Experience
Union Bank March 2014 - Present
Merrill Lynch May 2012 - October 2013
Morgan Stanley Smith Barney May 2007 - May 2012
Citigroup 2007 - 2009
Skills
Wealth Management, Estate Planning, Series 7, Strategic Financial..., Retirement Planning, Asset Allocation, High Net Worth..., Portfolio Management, Asset Managment, Securities, Investments, Financial Modeling, Financial Services, Series 63, Equities
Education
Southwestern Law School 2011 — 2015
JD, Law
University of California, Los Angeles 1996 — 2000
BS, Sociology
Union Bank March 2014 - Present
Merrill Lynch May 2012 - October 2013
Morgan Stanley Smith Barney May 2007 - May 2012
Citigroup 2007 - 2009
Skills
Wealth Management, Estate Planning, Series 7, Strategic Financial..., Retirement Planning, Asset Allocation, High Net Worth..., Portfolio Management, Asset Managment, Securities, Investments, Financial Modeling, Financial Services, Series 63, Equities
Education
Southwestern Law School 2011 — 2015
JD, Law
University of California, Los Angeles 1996 — 2000
BS, Sociology
Ofer Ben Menahem's Merrill Lynch Experience September 1998 - April 2000
Job Regional Vice President at Mercer Advisors
Industry Investment Management
Experience
Mercer Advisors May 2015 - Present
TD June 2013 - May 2015
AXA Advisors August 2009 - June 2013
UBS Wealth Management April 2000 - March 2002
Merrill Lynch September 1998 - April 2000
Skills
Wealth Management, Investments, Finance, Retirement Planning, Financial Services, Wealth, Investment Advisory, Investment Strategies, Asset Management, Equities, Alternative Investments
Education
UCLA 1993 — 1995
BA, Political Science, International Relations
Mercer Advisors May 2015 - Present
TD June 2013 - May 2015
AXA Advisors August 2009 - June 2013
UBS Wealth Management April 2000 - March 2002
Merrill Lynch September 1998 - April 2000
Skills
Wealth Management, Investments, Finance, Retirement Planning, Financial Services, Wealth, Investment Advisory, Investment Strategies, Asset Management, Equities, Alternative Investments
Education
UCLA 1993 — 1995
BA, Political Science, International Relations
Bradford Shaffer's Merrill Lynch Experience 1985 - 2008
Job Senior Portfolio Manager, Senior Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS April 2008 - Present
Merrill Lynch 1985 - 2008
Education
University of California, Los Angeles 1980 — 1985
Business Economics
UBS April 2008 - Present
Merrill Lynch 1985 - 2008
Education
University of California, Los Angeles 1980 — 1985
Business Economics
Nate Ruttan's Merrill Lynch Experience December 2012 - December 2012
Job Social Media Manager for Telegraph Business District, UCLA senior
Industry Higher Education
Experience
UCLA September 2012 - Present
UCLA October 2013 - December 2014
UCLA Radio April 2013 - September 2014
Daily Bruin Marketing September 2013 - January 2014
Alameda Recreation and Parks Department June 2010 - August 2013
Merrill Lynch December 2012 - December 2012
Waters Edge Lodge Retirement Home December 2009 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Economics, Teamwork, Financial Accounting, Accounting, QuickBooks, Bookkeeping
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Economics
University of Canterbury 2015 — 2015
Bachelor's Degree, Economics
Alameda High School 2008 — 2012
High School, High School/Secondary Diplomas and Certificates
UCLA September 2012 - Present
UCLA October 2013 - December 2014
UCLA Radio April 2013 - September 2014
Daily Bruin Marketing September 2013 - January 2014
Alameda Recreation and Parks Department June 2010 - August 2013
Merrill Lynch December 2012 - December 2012
Waters Edge Lodge Retirement Home December 2009 - April 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Economics, Teamwork, Financial Accounting, Accounting, QuickBooks, Bookkeeping
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Economics
University of Canterbury 2015 — 2015
Bachelor's Degree, Economics
Alameda High School 2008 — 2012
High School, High School/Secondary Diplomas and Certificates
Kyle Chon's Merrill Lynch Experience June 2009 - August 2009
Job Portfolio Administrator at Western Asset Management
Industry Financial Services
Experience
Western Asset Management October 2011 - Present
Western Asset Management July 2011 - October 2011
Southern California Edison November 2010 - February 2011
Psi Chi Omega September 2007 - June 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Equities, Finance, Analysis, Portfolio Management, Microsoft Excel, Account Reconciliation, Corporate Finance, Mutual Funds, Management, Bloomberg, Fixed Income, Accounting, Forecasting
Education
University of California, Los Angeles 2012 — 2014
Accounting Certificate, Accounting
University of California, San Diego 2006 — 2010
BS, Management Science
Western Asset Management October 2011 - Present
Western Asset Management July 2011 - October 2011
Southern California Edison November 2010 - February 2011
Psi Chi Omega September 2007 - June 2010
Merrill Lynch June 2009 - August 2009
Skills
Investments, Equities, Finance, Analysis, Portfolio Management, Microsoft Excel, Account Reconciliation, Corporate Finance, Mutual Funds, Management, Bloomberg, Fixed Income, Accounting, Forecasting
Education
University of California, Los Angeles 2012 — 2014
Accounting Certificate, Accounting
University of California, San Diego 2006 — 2010
BS, Management Science
Edison Song's Merrill Lynch Experience May 2010 - Present
Job Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Education
University of California, Los Angeles
BA, Business Economics, Accounting
Merrill Lynch May 2010 - Present
Education
University of California, Los Angeles
BA, Business Economics, Accounting
Lilla Zhu's Merrill Lynch Experience September 2012 - Present
Job CIMA, CAIA
Industry Investment Management
Experience
Merrill Lynch September 2012 - Present
Morgan Stanley September 2009 - September 2012
ARES Capital Group, Inc. July 2009 - August 2009
US Securities and Exchange Commission April 2009 - June 2009
J.P. Morgan August 2006 - August 2008
Credit Suisse October 2004 - January 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Asset Allocation, Investment Banking, Mutual Funds, Wealth Management..., Investment Strategies, Wealth Management, Bloomberg, High Net Worth..., Analysis, Series 63, Series 7, Investment Advisory, Investment Management, ETFs, Private Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Private Equity, Due Diligence, Securities, Equity Research, Bonds, Options, Trading, Financial Advisory
Education
University of California, Los Angeles 2009 — 2009
Graduate Certificate, Paralegal - Litigation/Corporations
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Finance
Benjamin N. Cardozo HS 1999 — 2002
HS
Greater Grace International School 1993 — 1999
Merrill Lynch September 2012 - Present
Morgan Stanley September 2009 - September 2012
ARES Capital Group, Inc. July 2009 - August 2009
US Securities and Exchange Commission April 2009 - June 2009
J.P. Morgan August 2006 - August 2008
Credit Suisse October 2004 - January 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Asset Allocation, Investment Banking, Mutual Funds, Wealth Management..., Investment Strategies, Wealth Management, Bloomberg, High Net Worth..., Analysis, Series 63, Series 7, Investment Advisory, Investment Management, ETFs, Private Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Private Equity, Due Diligence, Securities, Equity Research, Bonds, Options, Trading, Financial Advisory
Education
University of California, Los Angeles 2009 — 2009
Graduate Certificate, Paralegal - Litigation/Corporations
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Finance
Benjamin N. Cardozo HS 1999 — 2002
HS
Greater Grace International School 1993 — 1999
Nancy Unglaub's Merrill Lynch Experience December 1987 - Present
Job Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1987 - Present
Skills
Equities
Education
University of California, Los Angeles
Bachelor of Arts (B.A.) CUM LAUDE, Psychology
Merrill Lynch December 1987 - Present
Skills
Equities
Education
University of California, Los Angeles
Bachelor of Arts (B.A.) CUM LAUDE, Psychology
Angela Hsing's Merrill Lynch Experience 2009 - 2009
Job Senior Accountant at NEOGOV
Industry
Experience
NEOGOV 2010 - Present
Merrill Lynch 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets, Editing, Financial Accounting, Accounting, Teamwork, Account Management, Leadership, Human Resources, Business Development, Management, Salesforce.com
Education
University of California, Los Angeles
Bachelor of Arts (BA), Business Economics, Accounting
NEOGOV 2010 - Present
Merrill Lynch 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets, Editing, Financial Accounting, Accounting, Teamwork, Account Management, Leadership, Human Resources, Business Development, Management, Salesforce.com
Education
University of California, Los Angeles
Bachelor of Arts (BA), Business Economics, Accounting
Roman Ginzburg's Merrill Lynch Experience January 2008 - June 2008
Job Asset Manager & Acquisitions Analyst at Strategic Realty Capital
Industry Financial Services
Experience
STRATEGIC REALTY CAPITAL June 2013 - Present
The Concord Group, LLC Real Estate Advisors January 2011 - December 2012
AXA Advisors January 2010 - December 2010
BAMKO August 2009 - January 2010
Merrill Lynch January 2008 - June 2008
Keller Williams Real Estate June 2005 - June 2006
Skills
Investments, Portfolio Management, Wealth Management, Retirement, Microsoft Excel, Real Estate, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Strategy
Education
University of California, Los Angeles 2006 — 2010
BA, Economics, Public Affairs
Pacific Palisades 2002 — 2006
STRATEGIC REALTY CAPITAL June 2013 - Present
The Concord Group, LLC Real Estate Advisors January 2011 - December 2012
AXA Advisors January 2010 - December 2010
BAMKO August 2009 - January 2010
Merrill Lynch January 2008 - June 2008
Keller Williams Real Estate June 2005 - June 2006
Skills
Investments, Portfolio Management, Wealth Management, Retirement, Microsoft Excel, Real Estate, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Strategy
Education
University of California, Los Angeles 2006 — 2010
BA, Economics, Public Affairs
Pacific Palisades 2002 — 2006
Jeff Skubic's Merrill Lynch Experience 1998 - December 2001
Job Director, Retirement Investment Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2002 - Present
Merrill Lynch 1998 - December 2001
Barclays Global Investors (now Blackrock) May 1996 - 1998
Coopers & Lybrand April 1987 - May 1996
Security Pacific Bank June 1984 - April 1987
Skills
Series 7, Investments, Series 63, Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Equities, Investment Advisory, Retirement, Retirement Planning, Securities, Wealth Management, Investment Management, Financial Services
Education
UCLA
BA, Economics
Charles Schwab January 2002 - Present
Merrill Lynch 1998 - December 2001
Barclays Global Investors (now Blackrock) May 1996 - 1998
Coopers & Lybrand April 1987 - May 1996
Security Pacific Bank June 1984 - April 1987
Skills
Series 7, Investments, Series 63, Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Equities, Investment Advisory, Retirement, Retirement Planning, Securities, Wealth Management, Investment Management, Financial Services
Education
UCLA
BA, Economics
Adam Murren's Merrill Lynch Experience September 2009 - December 2009
Job CFO at Snow Orthodontics
Industry Medical Practice
Experience
Snow Orthodontics August 2012 - Present
DIRECTV August 2011 - August 2012
Ernst & Young September 2010 - August 2011
Snow Orthodontics June 2004 - August 2010
Merrill Lynch September 2009 - December 2009
Education
UCLA 2008 — 2010
BA, Business Economics
QHHS 2002 — 2006
Snow Orthodontics August 2012 - Present
DIRECTV August 2011 - August 2012
Ernst & Young September 2010 - August 2011
Snow Orthodontics June 2004 - August 2010
Merrill Lynch September 2009 - December 2009
Education
UCLA 2008 — 2010
BA, Business Economics
QHHS 2002 — 2006
Punit S. Dewan's Merrill Lynch Experience June 2001 - August 2001
Job Transaction Advisory Service Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP November 2013 - Present
US Securities and Exchange Commission March 2012 - May 2012
Deloitte & Touche LLP April 2007 - 2009
Deloitte & Touche LLP September 2003 - April 2007
Merrill Lynch June 2001 - August 2001
Skills
Healthcare Industry, Technology Industry, Entertainment Industry, Real Estate, Public Speaking, Financial Analysis, Due Diligence, M&A analysis, CPA, Business Valuation, Venture Capital, IPO, Sarbanes-Oxley Act, US GAAP, Financial Modeling, Sarbanes-Oxley, Valuation
Education
Southwestern Law School 2010 — 2013
Juris Doctor, Concentration in Mergers & Acquisitions
University of California, Los Angeles 1999 — 2003
Bachelor of Arts (B.A.), Economics and Minor In Accounting, 3.5 / 4.0
Universita degli Studi di Siena 2003 — 2003
Study Abroad - Siena Italy
Grant Thornton LLP November 2013 - Present
US Securities and Exchange Commission March 2012 - May 2012
Deloitte & Touche LLP April 2007 - 2009
Deloitte & Touche LLP September 2003 - April 2007
Merrill Lynch June 2001 - August 2001
Skills
Healthcare Industry, Technology Industry, Entertainment Industry, Real Estate, Public Speaking, Financial Analysis, Due Diligence, M&A analysis, CPA, Business Valuation, Venture Capital, IPO, Sarbanes-Oxley Act, US GAAP, Financial Modeling, Sarbanes-Oxley, Valuation
Education
Southwestern Law School 2010 — 2013
Juris Doctor, Concentration in Mergers & Acquisitions
University of California, Los Angeles 1999 — 2003
Bachelor of Arts (B.A.), Economics and Minor In Accounting, 3.5 / 4.0
Universita degli Studi di Siena 2003 — 2003
Study Abroad - Siena Italy
Chieh-min Lin's Merrill Lynch Experience February 2007 - August 2007
Job Highly efficient, effective, and driven professional
Industry Business Supplies and Equipment
Experience
BAZIC PRODUCTS July 2013 - Present
Air Tiger Express (USA) Inc. May 2011 - July 2013
Morton's The Steakhouse October 2010 - May 2011
Naked Cookies June 2009 - August 2010
LA Inc. January 2009 - May 2009
Miss World Pageant April 2008 - December 2008
B&C Awnings June 2007 - April 2008
Merrill Lynch February 2007 - August 2007
Skills
Logistics, Ocean, Customer Service, Sales Management, Account Management, Sales, Lead Generation, Demand Generation, Business Intelligence, Requirements Analysis, Relationship Management, Communication, Sales Presentations, Project Management, RFP Preparation, Supply Chain Management, Freight Forwarding, International Logistics, Logistics Management, Transportation, Shipping, Air Freight, Ocean Freight, Freight, Import, Mobile Devices, Microsoft Access, Microsoft Office, Social Media, SAP Business Software
Education
University of California, Los Angeles 2005 — 2007
Bachelor of Science (BS), Economics
Fullerton Community College 2003 — 2005
Associate of Science (AS), Social Sciences
BAZIC PRODUCTS July 2013 - Present
Air Tiger Express (USA) Inc. May 2011 - July 2013
Morton's The Steakhouse October 2010 - May 2011
Naked Cookies June 2009 - August 2010
LA Inc. January 2009 - May 2009
Miss World Pageant April 2008 - December 2008
B&C Awnings June 2007 - April 2008
Merrill Lynch February 2007 - August 2007
Skills
Logistics, Ocean, Customer Service, Sales Management, Account Management, Sales, Lead Generation, Demand Generation, Business Intelligence, Requirements Analysis, Relationship Management, Communication, Sales Presentations, Project Management, RFP Preparation, Supply Chain Management, Freight Forwarding, International Logistics, Logistics Management, Transportation, Shipping, Air Freight, Ocean Freight, Freight, Import, Mobile Devices, Microsoft Access, Microsoft Office, Social Media, SAP Business Software
Education
University of California, Los Angeles 2005 — 2007
Bachelor of Science (BS), Economics
Fullerton Community College 2003 — 2005
Associate of Science (AS), Social Sciences
Chengappa Kodira's Merrill Lynch Experience September 2011 - November 2011
Job Consultant at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting August 2013 - Present
Bruin Consulting Association March 2012 - March 2013
Deloitte May 2012 - August 2012
Merrill Lynch September 2011 - November 2011
UCLA Anderson School of Management March 2011 - October 2011
U.S. District Court January 2010 - March 2010
Skills
Data Analysis, Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, Research, Microsoft Office, PowerPoint, Auditing, Social Media, Public Speaking, Market Research, Microsoft Word, Financial Accounting, Project Management, Team Leadership, Management Consulting, Strategic Planning, Marketing Strategy, Analysis
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts, Business-Economics, Accounting, Geography
Hitachi Consulting August 2013 - Present
Bruin Consulting Association March 2012 - March 2013
Deloitte May 2012 - August 2012
Merrill Lynch September 2011 - November 2011
UCLA Anderson School of Management March 2011 - October 2011
U.S. District Court January 2010 - March 2010
Skills
Data Analysis, Financial Analysis, Accounting, Financial Modeling, Microsoft Excel, Research, Microsoft Office, PowerPoint, Auditing, Social Media, Public Speaking, Market Research, Microsoft Word, Financial Accounting, Project Management, Team Leadership, Management Consulting, Strategic Planning, Marketing Strategy, Analysis
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts, Business-Economics, Accounting, Geography
Shawn Keyani's Merrill Lynch Experience May 2011 - August 2011
Job Supply Chain Analyst at Apple
Industry Consumer Electronics
Experience
Apple May 2013 - Present
Adobe June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Supply Chain Management, PowerPoint, Data Analysis, Trade Finance, Operations Management, Inventory Management
Education
UCLA 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations
Apple May 2013 - Present
Adobe June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Public Speaking, Supply Chain Management, PowerPoint, Data Analysis, Trade Finance, Operations Management, Inventory Management
Education
UCLA 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations
Deborah Key's Merrill Lynch Experience April 1989 - March 2001
Job Senior Vice President/Wealth Advisor at UBS
Industry Financial Services
Experience
UBS March 2001 - Present
Merrill Lynch April 1989 - March 2001
Credit Suisse January 1988 - April 1989
Morgan Stanley July 1987 - July 1988
Skills
Wealth Management, Asset Allocation, Retirement Planning, Series 7, Investment Advisory, Wealth Management..., Investment Strategies, Estate Planning, Wealth, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Private Banking, Asset Management, High Net Worth...
Education
University of California, Los Angeles
UBS March 2001 - Present
Merrill Lynch April 1989 - March 2001
Credit Suisse January 1988 - April 1989
Morgan Stanley July 1987 - July 1988
Skills
Wealth Management, Asset Allocation, Retirement Planning, Series 7, Investment Advisory, Wealth Management..., Investment Strategies, Estate Planning, Wealth, Investments, Financial Advisory, Strategic Financial..., Portfolio Management, Private Banking, Asset Management, High Net Worth...
Education
University of California, Los Angeles
Kate Gallego's Merrill Lynch Experience March 2008 - June 2011
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Merrill Lynch March 2008 - June 2011
Skills
Investments
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.), Political Science and German
Oak Park and River Forest High School 1996 — 2000
Morgan Stanley June 2011 - Present
Merrill Lynch March 2008 - June 2011
Skills
Investments
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.), Political Science and German
Oak Park and River Forest High School 1996 — 2000
Mohammad Zaidi, CPA's Merrill Lynch Experience April 2010 - December 2010
Job Transaction Advisory Services Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - Present
McGladrey October 2012 - Present
McGladrey January 2012 - March 2012
City of Torrance. October 2011 - January 2012
Southern California Edison (SCE) June 2011 - September 2011
Merrill Lynch April 2010 - December 2010
Citi July 2007 - November 2009
Skills
Financial Analysis, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, Data Analysis, Customer Service, Customer Relations, Banking, Project Planning, Revenue Recognition, Cash Flow, Economics, Internal Controls, Team Building, Critical Thinking, Caseware, Accounting, US GAAP, Risk Management
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Economics Emphasis: Accounting
McGladrey June 2015 - Present
McGladrey October 2012 - Present
McGladrey January 2012 - March 2012
City of Torrance. October 2011 - January 2012
Southern California Edison (SCE) June 2011 - September 2011
Merrill Lynch April 2010 - December 2010
Citi July 2007 - November 2009
Skills
Financial Analysis, Auditing, Financial Reporting, Microsoft Excel, Microsoft Word, Data Analysis, Customer Service, Customer Relations, Banking, Project Planning, Revenue Recognition, Cash Flow, Economics, Internal Controls, Team Building, Critical Thinking, Caseware, Accounting, US GAAP, Risk Management
Education
University of California, Los Angeles 2009 — 2011
Bachelor of Arts (B.A.), Economics Emphasis: Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank