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
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Merrill Lynch Employees
Bespoke Partners January 2012 - Present
Merrill Lynch June 2011 - September 2011
Skills
Executive Search, Research, Financial Analysis, Sourcing, Market Research, Data Analysis, Private Equity
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
KPMG US July 2014 - Present
Farmers Insurance Group of Companies December 2013 - July 2014
US Treasury June 2009 - November 2013
Wells Fargo April 2008 - June 2009
Merrill Lynch January 2008 - March 2008
Skills
Finance, Financial Accounting, Corporate FP&A, EPM, SAP, SAP BPC, Microsoft Excel, Business Strategy, PowerPoint development, Financial Forecasting, Risk Assessment, Legal Compliance, Policy, Policy Analysis, Enforcement, Program Management, Government, Legal Research, Legal Writing, Investigation, Financial Analysis, Financial Services, Field Work, Sales, Microsoft Office, HTML scripting, JavaScript, Federal Government, Accounting, Analysis
Education
UC Riverside
Bachelor's Degree, Political Science - Finance
UCLA Extension
Accounting
AT&T Mobility May 2015 - Present
AT&T Mobility January 2012 - April 2015
AT&T Mobility July 2011 - January 2012
Merrill Lynch January 2011 - March 2011
Sigma Phi Epsilon January 2010 - January 2011
Sigma Phi Epsilon January 2008 - January 2010
Skills
Sales Operations, Inventory Management, Sales Management, Organizational..., Account Management, Performance Management, Hiring Employees, Public Speaking, Customer Experience, Telecommunications, Wireless, Leadership Development, Training, CRM, Customer Retention, Customer Satisfaction, Human Resources, Retail, Sales Process, Budgets, Interviews
Education
University of Redlands 2012 — 2014
Master of Business Administration (MBA), Marketing
AT&T Retail Leadership Development Program 2011 — 2011
Organizational Leadership and Management
University of California, Riverside 2007 — 2011
Business Economics, Business/Managerial Economics, Alumni
South Pasadena High School 2004 — 2007
SF Travel Tours July 2012 - Present
KAL BI Q May 2010 - February 2012
AD Ease June 2009 - July 2009
JP Morgan Chase August 2008 - March 2009
Merrill Lynch May 2007 - June 2008
Skills
Accounts Receivable, Administrative..., Analysis, Banking, Budgets, Business Intelligence, Business Strategy, Customer Service, CRM, Event Planning, Financial Analysis, Investments, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, PowerPoint, Public Relations, Research, Sales, Social Media
Education
University of California, San Diego 2005 — 2009
BA, Economics
Sony Pictures Entertainment March 2015 - Present
National Football League October 2014 - March 2015
Daewoo International (America) Corporation September 2011 - September 2014
Merrill Lynch January 2011 - March 2011
Army ROTC January 2008 - October 2010
Skills
Management, Photoshop, Leadership, Research, Customer Service, Social Media, Microsoft Office, Project Management, Analysis, Marketing, Market Research, Program Management, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media Marketing, Event Planning, Social Networking, Sales, Time Management, Outlook
Education
University of California, Riverside 2007 — 2011
Bachelor of Science (B.S.) in Business Administration
Yonsei University 2009 — 2009
Management & Economics
Arcadia High School
Arcadia High School
Arcadia High School
Merrill Lynch April 2012 - June 2012
MetroPCS March 2008 - December 2008
Skills
Leadership, Sales, Customer Service, Marketing, Team-oriented, Research, Finance, Management, Microsoft Office, Data Analysis, Social Media, Time Management, Event Planning, Credit Analysis, Analysis, Communication, Teamwork, Social Networking, Budgets, Operations Management, Public Speaking, Vlookup, Dunn & Bradstreet, Financial Analysis
Education
University of California, Riverside 2011 — 2013
Bachelor of Science (B.S.), Business Administration concentration in Finance
Cabrillo Advisors, LLC July 2013 - Present
Bainbridge May 2013 - July 2013
Merrill Lynch October 2011 - September 2012
Morgan Stanley Wealth Management November 2010 - October 2011
The Lancer Group April 2010 - November 2010
Skills
Series 66, Series 7, CFA Level I, Financial Analysis, Financial Modeling, Quantitative Analytics, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Salesforce.com, Photoshop, Outlook, Databases, Matlab, Investment Banking, Equities, Valuation, Portfolio Management, Investments, Analysis, Finance, Leadership, Private Equity
Education
University of California, San Diego
B.S, Mathematics/Economics/Accounting
Taylor Frigon Capital Management January 2007 - Present
SLO Seed Ventures LLC 2009 - December 2012
Merrill Lynch December 1985 - January 2007
Skills
Investments, Portfolio Management, Venture Capital, Investment Management, Financial Modeling, Start-ups, Asset Management, Valuation, Financial Analysis, Wealth Management
Education
University of California, Santa Barbara 1983 — 1985
Bachelor's Degree, Business/Economics
Burlingame High School 1979 — 1981
New Relic, Inc. March 2015 - Present
Odoo January 2014 - Present
Brightpearl January 2012 - May 2013
Liberty Mutual Group 2008 - January 2012
Resolution Economics June 2007 - September 2008
Travelers 2007 - 2007
Merrill Lynch June 2005 - August 2005
Skills
Sales, SaaS, Analytics, Analysis, Leadership, Data Analysis, Marketing Strategy, Start-ups, Property & Casualty..., Insurance, Financial Analysis, Microsoft Excel, Strategy, Underwriting, Product Development, Social Media Marketing
Education
University of California, Riverside 2004 — 2008
BA, Business Administration
EVB May 2013 - Present
EVB March 2011 - April 2013
EVB November 2010 - February 2011
Merrill Lynch June 2009 - August 2009
Skills
Interactive Advertising, Production Schedules, Project Management, Advertising, Digital Strategy, Digital Marketing, Integrated Marketing, Interactive Marketing
Education
University of California, Riverside
Bachelors of Science, Business Administration
University of Cape Town
Verizon Product and New Business October 2014 - Present
Verizon Product and New Business February 2014 - October 2014
Intel Corporation Consumer Electronics Group (Acquired by Verizon) July 2013 - February 2014
Cymer, an ASML Company Leading Light Source Provider for the Semiconductor Industry October 2011 - July 2013
Bainbridge Capital M&A Advisory Firm February 2011 - August 2011
UBS Wealth Management September 2010 - February 2011
Merrill Lynch June 2010 - August 2010
EPMG Media Buying and Planning Agency Specializing in Multicultural Campaigns January 2010 - August 2010
UC San Diego April 2009 - June 2009
Banana Republic April 2007 - August 2008
Education
University of California, San Diego 2007 — 2011
B.S., Economics: Management Science, Cumulative GPA 3.7 & Major GPA 3.8 Cum Laude with Distinction & Provost Honors
Plexuss.com January 2014 - Present
Reply.com April 2011 - March 2012
Underground Elephant June 2010 - March 2011
eBureau December 2008 - June 2010
Vantage Media July 2007 - December 2008
Merrill Lynch January 2006 - July 2007
Skills
Content Strategy, Relationship Management, Qualifying Prospects, Executive Management, Fundraising, Customer Acquisition, Online Advertising, Lead Generation, Affiliate Marketing, PPC, Email Marketing, Digital Marketing, Strategic Partnerships, SEM, Online Lead Generation, Web Analytics, Analytics, Social Media Marketing, Direct Marketing, SEO, Advertising, Website Development, Online Marketing, Leadership, Start-ups, E-commerce, Sales, Business Development, Entrepreneurship, Mobile Marketing, Sales Management, Salesforce.com, Web Marketing, Cold Calling, Digital Media, Google Adwords, Mobile Advertising, Media Buying, Interactive Marketing, Conversion Optimization, Digital Strategy, Search Advertising, Display Advertising, Integrated Marketing, Google Analytics, User Experience, B2B Marketing, Landing Page..., Advertising Sales, Management
Education
University of California, San Diego 2002 — 2004
B.A., Political Science
Envestnet, Inc May 2013 - Present
Aviva plc 2010 - July 2012
CNA Insurance 2007 - 2010
Merrill Lynch 2005 - 2007
ABN AMRO Bank N.V. 2000 - 2005
Fremont Compensation Insurance Group 1992 - 1999
Skills
Talent Management, Succession Planning, Organizational Design, Talent Acquisition, Performance Management, Executive Coaching, Internal Communications, Change Management, Recruiting, Organizational..., Strategic Planning, Insurance, Leadership, Human Resources, Program Management, Strategy, Leadership Development, Management, Workforce Planning, Personnel Management, Coaching, Employee Relations, Strategic HR, Process Improvement, Cross-functional Team..., HRIS, Deferred Compensation, HR Project Management, HR Transformation, Onboarding, Employee Benefits, Organizational..., Employee Engagement
Education
University of California, San Diego
BA
UW Medicine September 2013 - Present
UCLA Health System July 2011 - October 2013
UCLA Health System November 2010 - July 2011
Merrill Lynch May 2009 - September 2010
Morgan Stanley Smith Barney December 2006 - May 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Process Improvement, Access, Analysis, Microsoft Word, Customer Service, Visio, SharePoint, Epic Systems, Team Leadership, Healthcare, Leadership, Windows, Management, Training, Healthcare Information..., Strategy
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts (B.A.), Business Economics
Wells Fargo Advisors April 2015 - Present
Merrill Lynch 2012 - April 2015
Morgan Stanley 2011 - 2012
Banque Privée Edmond de Rothschild 2008 - 2010
Education
University of California, Santa Barbara 2010 — 2011
M.A, Finance
University of California, Santa Barbara 2005 — 2010
B.A, Business Economics, Chinese
Weil Tennis Academy 2004 — 2005
Hong Kong International School 1993 — 2004
Webb Financial Group May 2013 - Present
FSC Securities Corporation as the Broker/Dealer May 2013 - Present
Merrill Lynch September 2010 - May 2013
Wells Fargo Investments February 2008 - September 2010
Wells Fargo Investments January 2006 - February 2008
Wells Fargo Bank May 2004 - January 2006
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Mutual Funds, Asset Allocation, Finance, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Management, Financial Services
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Indeed Consulting Corporation July 2013 - Present
Merrill Lynch January 2013 - April 2013
Wisegarver & Associates October 2011 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Access, Teamwork
Education
UCSD 2008 — 2012
Bachelor of Science (BS), Management Science
University of California, San Diego 2008 — 2012
Bachelor of Science (B.S.), Management Science
Liquid Force Kiteboarding August 2015 - Present
BEST Kiteboarding April 2013 - August 2015
BEST Kiteboarding June 2012 - March 2013
Merrill Lynch May 2009 - April 2010
Skills
Sales, Customer Service, Microsoft Excel, Marketing, Retail, PowerPoint, Microsoft Office, Sales Management, Microsoft Word, Social Media, Merchandising, Account Management, Salesforce.com, Marketing Strategy, Social Media Marketing
Education
UCSD 2005 — 2009
Management Science, Management Science
Merrill Lynch May 2015 - Present
MassMutual Greater Los Angeles October 2013 - May 2015
UCSB Guest Services June 2013 - September 2013
UC Santa Barbara May 2010 - June 2013
Skills
Microsoft Word, Financial Services, Series 6, Sales, Sales Prospecting, Sales Presentations, Direct Sales, Sales Process, Public Speaking, Life Insurance, Disability Insurance, Long Term Care Insurance, College Savings Plans, Training, Spanish
Education
University of California, Santa Barbara 2009 — 2013
BA, Double Major: Political Science (IR) and Philosphy, 3.4 GPA
Serrano High School 2005 — 2009
High School Diploma
Jet Methods, Inc. November 2014 - July 2015
FactSet May 2012 - July 2014
Merrill Lynch January 2012 - May 2012
Merrill Lynch February 2010 - October 2011
New Canaan Public Schools January 2009 - June 2009
Nuveen Investments July 2008 - November 2008
Fred Alger Management, Inc. January 2006 - November 2007
American Century Investments October 1997 - January 2006
Eagle Capital Management February 1997 - August 1997
Hedge Fund March 1993 - January 1997
Skills
Portfolio Management, Investment Management, Asset Management, Strategy, Business Development, Financial Services, Finance, Structured Products
Education
University of California, San Diego 1983 — 1987
B.A., Economics
University of Pennsylvania - Wharton/AIMSE Investment Management Marketing Executive Program 2008 — 2008
Bauman Loewe Witt & Maxwell December 2014 - Present
Yoder & Langford, P.C. June 2014 - November 2014
Meyers Fozi, LLP October 2013 - February 2014
Sullivan Law Group, APC July 2012 - October 2013
RJS LAW July 2012 - November 2012
USD Legal Clinics - Tax Appeals Assistance Program January 2012 - June 2012
GERAGOS & GERAGOS, APC October 2009 - August 2011
Mark & Brian Enterprises, LLC October 2009 - December 2010
Merrill Lynch May 2008 - September 2008
Skills
Microsoft Office, Accounting, Legal Research, Legal Writing, Westlaw, Transactional Law, Corporate Law, Litigation, Litigation Preparation, Trials, Uniform Commercial Code, Information Technology, Lexis Nexis, Employment Law, Class Actions, Corporate Transactions, Mergers & Acquisitions, Web Design, Computer Information..., Business Litigation, Depositions, Mediation, Pleadings, Civil Litigation, Commercial Litigation, Lexis, Research, Hearings, LexisNexis
Education
University of San Diego School of Law 2011 — 2013
Juris Doctor, Law
University of California, Santa Barbara 2006 — 2009
Bachelor of Arts, Business Economics with an Emphasis in Accounting
Servite High School 2000 — 2004
College Preparatory
Coldwell Banker November 2007 - Present
Coldwell Banker Residential Brokerage, Northern California 2004 - Present
Merrill Lynch September 2000 - August 2002
Skills
Real Estate, Contract Negotiation, Relocation, Investments, Customer Service, Real Estate Transactions, Condos, Investment Properties, Sellers, First Time Home Buyers, Marketing, Foreclosures, Single Family Homes, Short Sales, Buyer Representation, Investors
Education
University of California, Santa Barbara 1995 — 2000
BA, History of Art & Architecture, Spanish & Anthropology
Merrill Lynch July 2015 - Present
Bank of America September 2014 - Present
Associated Students Ticketing Office January 2010 - July 2014
Skills
Sales Operations, Direct Sales, Sales Process, Sales Management, Strategic Planning, Customer Service..., Customer Satisfaction, Customer Retention, Social Networking
Education
University of California, Santa Barbara 2010 — 2014
Mathematical and Statistical Analysis
County of San Mateo August 2013 - Present
Self Employed July 2013 - Present
San Diego Workforce Partnership August 2012 - July 2013
LPL Financial March 2012 - August 2012
Munch On Me August 2011 - March 2012
Merrill Lynch September 2010 - August 2011
Skills
Portfolio Management, Equity Research, Financial Analysis, Accounting, Microsoft Office, Google Docs, SQL, Corporate Finance, Investments, Bloomberg Terminal, Derivatives, Bonds, Salesforce.com, Equities, Auditing, Securities, Public Financial..., Fundware, Sage, F9, Hyperion, Thomson One, SFDC, ERP/CRM, Google Analytics, Ad Hoc Reporting, DTC, ILX/BETA, Portia, Siebel, Microbank, MIP, Citrix, Leadership, Budgets, Finance, Valuation, Entrepreneurship, Financial Modeling, Management, Strategic Financial..., Economics, Bloomberg, Analysis, Data Analysis, Financial Reporting, Private Equity, Asset Management, Asset Allocation, Financial Advisory
Education
University of California, San Diego 2010 — 2011
Bachelors, Economics, Management Science, Finance, Accounting
HealthPort Technologies November 2013 - Present
Prudential Financial October 2011 - November 2013
Merrill Lynch April 2011 - July 2011
SPRINT BUSINESS July 2009 - April 2011
CBEYOND COMMUNICATIONS March 2007 - July 2009
Yokozuna Pacific Islander Grill June 2002 - March 2007
Walter's Management June 2000 - September 2006
Skills
Solution Selling, Account Management, CORE COMPETENCIES..., Telecommunications, Direct Sales, Sales Operations, Sales, Sales Process, Wireless, Forecasting, Training, Leadership, Management, B2B, Negotiation, Selling, Analysis, Time Management, Pricing, CRM
Education
University of California, Riverside 2002 — 2006
BA, Business Administration
University of California, Riverside 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kayne Anderson Rudnick January 2014 - Present
Signature Estate & Investment Advisors, LLC October 2012 - January 2014
Zecco Trading January 2012 - September 2012
Merrill Lynch August 2010 - June 2011
Ruibal Wealth Management February 2010 - June 2010
Wells Fargo Bank August 2007 - August 2009
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Analysis, Equities
Education
University of California, San Diego
B.A. In Economics, Economics
Salesforce October 2014 - Present
Salesforce June 2014 - October 2014
UCSD Whole Planet Foundation September 2013 - June 2014
UCSD Undergraduate Investment Society April 2013 - May 2014
Merrill Lynch June 2013 - September 2013
TorreyCove Capital Partners LLC February 2013 - June 2013
PROVEN, Inc. September 2012 - February 2013
San Francisco Department of Public Health June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Investran, MaxHire, Microsoft Office, Fundraising
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Management Science Major, Business Minor
Lowell High School 2006 — 2010
AEW Capital Management December 2014 - Present
AEW Capital Management April 2012 - Present
Merrill Lynch March 2008 - July 2008
Skills
Asset Management, Commercial Real Estate, Financial Modeling, DCF Valuation, Real Estate Transactions, Valuation Modeling, Finance, Leases, Real Estate Due..., Argus Modeling, Valuation, Microsoft Excel, Cash Flow Analysis, Budget Management, Commercial Leasing
Education
University of California, Riverside 2004 — 2008
Bachelor of Arts, Business Economics
Kaiser Permanente May 2014 - Present
KPMG US June 2012 - May 2014
Squar Milner January 2012 - April 2012
Stemedica Cell Technologies June 2010 - November 2011
U.S. Environmental Protection Agency January 2010 - June 2010
Merrill Lynch August 2009 - December 2009
Decorus Personnel March 2009 - June 2009
UCSD Business and Financial Services January 2008 - March 2009
Skills
Great Plains Software, Microsoft Dynamics ERP, Microsoft Excel, Lotus Notes, ProSystem fx Tax, Laserfiche, Accounts Payable, Outlook Express, Journal Entries, Accounting, General Ledger, Reconciliation, QuickBooks, Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Business Process..., SSAE 16
Education
University of San Diego 2011 — 2012
M.S., Accounting
University of California, San Diego 2006 — 2010
B.S., Management Science, Mathematics
Hyundai Capital America October 2013 - Present
Hyundai Capital America March 2013 - October 2013
Aon Hewitt January 2012 - October 2012
BAE Systems February 2011 - December 2011
Merrill Lynch August 2010 - December 2010
UCSD Office of Graduate Studies April 2009 - September 2010
UCSD Office of Graduate Studies June 2009 - August 2010
Skills
Data Analysis, PowerPoint, Microsoft Excel, Outlook, Research, Microsoft Word, Microsoft Office, Analysis, Statistics, Teamwork, HRIS, PeopleSoft, Visual Basic, Business Analysis, Analytics, Project Management, Human Resources, Leadership
Education
University of California, San Diego 2007 — 2011
BS, Management Science
Merrill Lynch January 1999 - Present
Skills
Alternative Investments, Retirement Planning, Portfolio Management, Series 7, Wealth Management, Asset Management, Banking, Asset Allocation
Education
University of California, Santa Cruz 1995 — 1997
Bachelor, Econ/Finance
UCSD 1993 — 1994
KBS Realty Advisors August 2015 - Present
Linneman Associates/ American Land Fund/ KL Realty Fund April 2013 - August 2015
The Rady School of Management - UC San Diego September 2012 - April 2013
Undergraduate Investment Society 2012 - 2013
Orion Capital Group June 2012 - September 2012
Merrill Lynch April 2012 - June 2012
Presidential Brokerage January 2012 - April 2012
Skills
Financial Analysis, Valuation, Financial Modeling, Economics, Investments, Data Analysis, Research, Real Estate Investment...
Education
University of California, San Diego 2009 — 2013
B.S., Management Science
Mission San Jose High School 2005 — 2009
Pili Manila Grill June 2015 - July 2015
Cint AB March 2011 - January 2013
California Governor Arnold Schwarzenegger January 2010 - March 2010
37th District Senator John J. Benoit January 2009 - September 2009
Merrill Lynch March 2009 - June 2009
Riverside City Hall January 2009 - March 2009
Disneyland Resort - College Program June 2007 - September 2007
Skills
Online Research, Market Research, Time Management, Training, Project Planning, Marketing, Research, Fundraising, Management, Finance, Marketing Research, Teamwork, Competitive Analysis, Leadership, Event Management, Marketing Strategy, Process Improvement, Strategy, Social Media Marketing, Team Leadership, Account Management
Education
University of California, Riverside 2006 — 2010
Bachelors, Business Administration - Management
Merrill Lynch January 2011 - Present
Skills
Portfolio Management, Tactical Asset..., Strategic Planning, Equities, Fixed Income Portfolio..., Investment Strategies, Financial Markets, Special Needs, Special Needs..., Rebalancing, Small Business, Financial Advisory, Investments, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Finance, Financial Analysis, Financial Services, Management
Education
University of California, San Diego 2006 — 2009
BA, Biological Anthropology and Chemistry
Karp Capital Management May 2004 - Present
Merrill Lynch May 1993 - May 2004
Skills
Investment Advisory, Investment Strategies, Wealth Management, Financial Risk..., Small Business, Retirement Planning, Strategic Investment..., Investments, High Net Worth..., Asset Managment, Strategic Financial..., Financial Advisory, Financial Management..., Corporate Retirement..., Financial Planners, Retirement Plan..., Series 63, 401k, Portfolio Management, Mortgage Lending, Estate Planning, Lending and Asset..., Cash Flow and Goals, Education Savings, Insurance, Annuities, CEO Succession, Business Consulting, Exit and Succession..., 401k Rollovers, Financial Goals, Financial Services, Retirement, Independent Film, Series 65, Goal Oriented, Series 7, Employee Benefit..., Mutual Funds, Profit Sharing, Finance, Pensions, Fixed Annuities, Management Consulting, Asset Allocation, Asset Management, Defined Benefit, FINRA, Employee Benefits, Securities
Education
University of California, Santa Barbara 1982 — 1987
BA, Economics, Bio Chemistry
Acalanes High School 1979 — 1983
RVW August 2015 - Present
J.P. Morgan May 2013 - July 2015
Deloitte August 2011 - May 2013
Classy Brass June 2006 - December 2011
Future Business Leaders of America PBL September 2007 - June 2011
Union Bank June 2010 - September 2010
Merrill Lynch March 2010 - June 2010
UCSD Campus Budget Office March 2009 - June 2009
Skills
Economics, Excel, Accounting, PowerPoint, Word, Financial Reporting, Microsoft Office, Due Diligence, Microsoft Excel, Microsoft Word, Leadership, Corporate Finance, Management, Risk Management, Finance, Investments, Financial Accounting, Banking, Budgets, Auditing, Financial Modeling, Equities, Financial Analysis, Data Analysis, Valuation, Analysis
Education
University of California, San Diego
B.A., Economics, Honors with Highest Distinction
Glassdoor August 2015 - Present
San Diego Padres April 2014 - August 2015
The San Diego Padres April 2014 - October 2014
Venture Pursuit October 2012 - February 2014
LJOA May 2011 - February 2014
Merrill Lynch August 2013 - October 2013
Cassidy Turley June 2012 - September 2012
Skills
Athletic Training, Basketball, Sports Management, Marketing, Training, Political Science, Event Management, Social Networking, Operations Management, Sales, Public Relations, Fundraising, Time Management, Entrepreneurship, Nonprofits, Cold Calling, Sports Coaching, Microsoft Office, PowerPoint, Public Speaking, Social Media, Marketing Strategy, Product Development, Product Management, Project Planning
Education
University of California, San Diego 2009 — 2013
Bachelor's degree, Political Science, 3.4
Merrill Lynch April 2007 - Present
Skills
Corporate Training, Project Management, Marketing, Event Management, Training, Management, Team Building, Sales, Marketing Strategy, Customer Satisfaction, Human Resources, Recruiting, Data Analysis, Leadership, Organizational..., Leadership Development, Time Management, Outlook, Instructional Design
Education
University of Southern California 2011 — 2012
Master's of Science, Psychology
University of California, Riverside 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Farmers Insurance Group of Companies April 2015 - Present
Farmers Insurance Group of Companies April 2013 - Present
Farmers Insurance Group May 2009 - May 2013
Farmers Insurance Group of Companies July 2007 - May 2009
Merrill Lynch June 2006 - July 2007
Skills
Risk Management, Underwriting, Strategic Planning, Selling, Customer Service, Recruiting, General Insurance, Sales, Microsoft Excel, Access, Management, Sales Management, Health Insurance, Life Insurance, Budgets, Strategic Financial..., Property & Casualty..., Insurance, Lotus Notes, Process Improvement, Marketing Strategy, Team Leadership, Marketing, Employee Benefits, Operations Management, Training, Event Planning, Financial Planning
Education
University of California, San Diego 2003 — 2006
Bachelor of Commerce (B.Com.)
Armada Backup Services Corporation September 2011 - Present
OCZ Storage Solutions - A Toshiba Group Company October 2011 - December 2012
ATTO Technology, Inc. March 2008 - August 2010
Pacifix Technologies December 2001 - February 2008
Cosmos Technologies May 1997 - November 2001
Merrill Lynch December 1987 - April 1997
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Marketing Strategy, New Business Development, Strategic Planning, Online Marketing, Online Advertising, Social Media..., Advertising
Education
University of California, San Diego
Bachelor's Degree, Philosophy Economics
Yale University
Music Theory and Composition
UBS Financial Services Inc December 2008 - Present
Merrill Lynch October 1996 - December 2008
Education
University of California, Riverside 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Protiviti July 2015 - Present
MUFG Americas May 2014 - August 2014
USC Marshall School of Business August 2013 - May 2014
Toyota Financial Services March 2014 - March 2014
Union Bank May 2013 - August 2013
Redwood Investment Management February 2013 - May 2013
Merrill Lynch September 2012 - December 2012
Skills
Financial Modeling, Wealth Management, Microsoft Excel, Visio, Risk Management, Internal Audit, Analysis, Leadership, Data Analysis
Education
University of Southern California - Marshall School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration
WU (Vienna University of Economics and Business)
Business Administration
University of California, Riverside 2010 — 2012
Bachelor of Science (BS), Business Administration
Merrill Lynch August 1994 - Present
University of California, Riverside Extension 1990 - May 2010
Santa Ana College 1980 - May 2010
Paine Webber June 1978 - August 1994
Skills
Investments, Senior Portfolio..., Wealth Management, Portfolio Management, Retirement Planning, Financial Advisory, Small Business, Retirement, Certified Divorce..., Chartered Retirement..., Investment Advisory, Wealth Management..., Strategic Planning, High Net Worth..., Mutual Funds, Asset Management
Education
University of California, Riverside 1974 — 1978
M.A., History
University of California, San Diego 1969 — 1973
B.A., History
Symantec January 2015 - April 2015
Symantec March 2013 - January 2015
Ducati North America September 2012 - February 2013
Epocrates September 2011 - September 2012
Enterprise Rent-A-Car December 2009 - February 2010
Merrill Lynch August 2009 - December 2009
Marcus & Millichap September 2008 - December 2008
Skills
Analysis, Management, Accounting, Project Management, Banking, Sales, Finance, Leadership, Investments, Customer Service, Financial Reporting
Education
University of California, Riverside 2006 — 2010
Bachelor of Arts
Fremont Bank 2012 - Present
SunPower Corporation 2009 - 2012
Robert Half International 2007 - 2009
RHI 2007 - 2009
Merrill Lynch December 2001 - September 2007
First Franklin 2001 - 2007
National City 2001 - 2007
First Franklin Financial 2001 - 2007
FFFC 2001 - 2007
First Franklin Financial, a Merrill Lynch Company 2001 - 2007
Skills
Security, Network Security, Information Security, CISSP, ITIL, Program Management, Computer Security, Vulnerability Assessment, Process Improvement, Risk Management, Cross-functional Team..., Project Management, Business Intelligence, CISM, MCSE 2003, Compliance, TCP/IP, Data Center, Firewalls, Microsoft Certified..., PCI DSS, HP, Information Security..., Governance, Cisco Technologies, IT Management, Business Process, IT Strategy, Management, Integration, Disaster Recovery, CRM, Outsourcing, Active Directory
Education
University of California, San Diego 1984 — 1991
Bachelor's degree, Applied Mathematics
Wells Fargo Advisors, LLC March 2007 - Present
Merrill Lynch January 2006 - February 2007
Skills
Finance, Retirement Planning, Investments, Portfolio Management, Strategic Financial..., Outlook, Securities, Financial Services, Financial Analysis, Mutual Funds, Equities, Asset Management
Education
University of California, Riverside 2001 — 2005
BS, Business Administration
MS Fox & Associates, Inc. Actuaries & Benefit Consultants October 2008 - Present
Merrill Lynch January 2008 - December 2008
Skills
Excel, PowerPoint, Datair
Education
University of California, Los Angeles 2004 — 2008
BS, Applied Mathematics
Merrill Lynch June 2013 - Present
U.S. Trust January 2012 - June 2013
U.S. Trust, Bank of America Private Wealth Management July 2006 - February 2012
NBC Universal January 2006 - June 2008
Skills
Wealth Management, High Net Worth..., Alternative Investments, Asset Allocation, Banking, Asset Management, Credit, Business Development, Estate Tax Planning, Investment Advisory, Management, Private Banking, Wealth, Sales, Series 7, Wealth Management...
Education
University of California, San Diego 2002 — 2006
BA, Communication
Arcadia High School
Coldwell Banker Burnet June 2001 - Present
Merrill Lynch January 1985 - April 1993
Skills
Real Estate, Residential Homes, First Time Home Buyers, Relocation, Sellers, Foreclosures, Single Family Homes, Investment Properties, Short Sales, Buyer Representation, New Home Sales, REO, First Time Buyers, Listings, Condos, Residential, Townhomes, Market Pricing, Home, Real Estate Investment, Problem Solving, Negotiation
Education
Richwoods Highschool
Richwoods Highschool
University of California, Santa Barbara
Bachelor's Degree, Economics
Quiksilver November 2014 - Present
Quiksilver December 2013 - November 2014
Quiksilver October 2012 - December 2013
Quiksilver July 2011 - October 2012
Hydroflex Surfboard Technology June 2010 - December 2010
DC Shoes January 2010 - June 2010
Emergency Medicine Specialists of Orange County December 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Action Sports, Social Media Marketing, Footwear, Product Development, Trend Analysis, Apparel, Trend Forecasting, Brand Management, Business Strategy, Fashion, Trend, Sportswear, Merchandising, Visual Merchandising, Market Research, Fit, Marketing Strategy, Brand Development, Product Marketing, Marketing
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA, Marketing/ Corporate Strategy
University of California, Santa Barbara 2004 — 2008
B.A., Business Economics
Deloitte September 2015 - Present
Merrill Lynch December 2013 - March 2014
State Farm Insurance October 2010 - August 2011
Education
University of San Francisco 2013 — 2015
Bachelor of Business Administration (BBA), Accounting
University of California, Santa Barbara
Bachelor, Global Studies
University of California - Siena, Italy
Italian Language and Culture
Merrill Lynch January 2013 - Present
Education
University of California, Riverside 1998 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
WCG, a W2O Company April 2015 - Present
WCG, a W2O Company September 2013 - March 2015
WCG, a W2O Company March 2011 - September 2013
WCG, a W2O Company April 2009 - March 2011
WCG, a W2O Company July 2008 - October 2008
UCSB Communication Department April 2008 - June 2008
Technology Management Program, UCSB January 2008 - June 2008
Merrill Lynch June 2006 - September 2006
Skills
Public Relations, Media Relations, Marketing Communications, Press Releases, Corporate Communications, Event Planning, Strategic Communications, Social Networking, Integrated Marketing, Internal Communications, Digital Strategy, Event Management, Message Development, Social Media Measurement, Digital Marketing, Digital Media, Social Media, Editing, Social Media Marketing, Facebook, Cision, Publicity, Crisis Communications, Blogging, Online Advertising, Copywriting
Education
University of California, Santa Barbara
Bachelor of Arts (BA), Communication; Minor in Sports Management
University of Sussex
Summer Study Abroad Program, Communications
Wells Fargo Funds Management February 2014 - Present
State Street Bank February 2013 - January 2014
Merrill Lynch October 2012 - December 2012
Skills
Leadership, Finance, Investments, Financial Analysis, Public Speaking, Investment Management, Business Strategy, Financial Reporting, Valuation, Asset Management, Bloomberg, Mutual Funds, Financial Accounting, Wealth Management
Education
University of California, Riverside 2009 — 2012
Bachelor of Science, Business Administration: Finance, Graduate
Bank of America June 2014 - Present
Bank of America & Merrill Lynch July 2012 - May 2014
JPMorgan Chase Bank October 2011 - June 2012
Merrill Lynch August 2010 - December 2010
Ruite System February 2008 - September 2009
China Construction Bank July 2002 - January 2008
Skills
Cantonese, Mandarin, English, Financial Analysis, business valuation,..., Financial Modeling, Investments, Accounting, Portfolio Management, Business Valuation, Forecasting, Banking, Finance, Bloomberg, Valuation, Budgets, Cash Flow, Corporate Finance, Excel Macro, VBA
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2009 — 2011
Master, MBA
FTD Companies, Inc. August 2013 - Present
Personal Creations December 2011 - August 2013
Personal Creations May 2011 - December 2011
RedEnvelope May 2009 - May 2011
RedEnvelope June 2008 - May 2009
ProFlowers July 2007 - June 2008
Merrill Lynch August 2006 - February 2007
University of California, Riverside June 2005 - August 2006
University of California, Riverside July 2004 - June 2006
University of California, Riverside April 2001 - May 2005
Skills
Forecasting, SQL, Analytics, Excel, Process Improvement, Data Analysis, Inventory Management, Cognos, Netezza, Microsoft Excel, Project Planning, Analysis, Management, Retail, Business Planning, Budgets, Marketing
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2004 — 2006
MBA, Operations and Management Science
University of California, Riverside 2000 — 2004
BS, Computer Science
Wilkins Solutions Enterprises May 2012 - Present
Leadership for Sales Representatives in Life Sciences in the Minneapolis / St. Paul Area 2011 - Present
Schering-Plough Pharmaceuticals April 1985 - March 2010
Eli Lilly and Company 1982 - 1985
Merrill Lynch 1979 - 1982
Skills
Cross-functional Team..., Negotiation, Problem Solving, Sales, Strategic Planning, Communication, Business Development, Biotechnology, Customer Satisfaction, Entrepreneurship, Lifesciences, Microsoft Office, Microsoft Excel, Account Management, Sales Management, Leadership, Product Launch, Organizational...
Education
University of California, Santa Barbara
M.A., Molecular Biology
University of California, Santa Barbara
M.A., Molecular Biology
NBCUniversal, Inc. March 2014 - Present
Forever 21 July 2012 - March 2014
Rady Asset Management September 2011 - March 2012
StepStone Group April 2011 - September 2011
Merrill Lynch January 2011 - April 2011
Financial Professionals Network at UC San Diego May 2010 - April 2011
Skills
Mandarin, Client-focused, Journal Entries, MS Excel Pivot Tables, Lawson General Ledger, Data Analysis, Investments, Financial Modeling, Valuation, Access, Financial Analysis, Economics, Hedge Funds, Private Equity, Venture Capital, Strategic Financial..., Sales, Risk Management, Finance, Microsoft Excel
Education
University of California, San Diego
B.A., Economics and focus in Business
UCLA Extension 2013 — 2018
Accounting Certificate
Objectivity² Wealth Management of Raymond James November 2009 - Present
Merrill Lynch November 1994 - November 2009
Skills
Wealth Management, Series 7, Uniform Combined State..., Retirement Planning, Investment Advisory
Education
University of California, Santa Barbara 1990 — 1994
BS, Political Science
Merrill Lynch March 2014 - Present
Sensiba San Filippo LLP 2012 - 2013
Merrill Lynch June 2011 - September 2011
Lambda Chi Alpha February 2010 - January 2011
Lambda Chi Alpha February 2009 - February 2010
Lambda Chi Alpha February 2008 - February 2009
Skills
Series 7, Series 66, NMLS Licensed, Investment Advisory, Asset Management, Wealth Management, Portfolio Management, Investments, High Net Worth..., Insurance, Alternative Investments, Stock Exchange, Auditing, Accounting, Recruiting, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Public Speaking, Microsoft Word, Research, Customer Service, Social Networking, Outlook, Event Management, Public Relations, Teamwork, Personal Financial..., Stock Market, Stock Trading, Stock Picking, Financial Services, Financial Markets, Brokerage, Finance, Tax, GAAP, Financial Accounting, Risk Management, Retirement Planning, Employee Benefits, Estate Planning, Financial Reporting, Financial Analysis
Education
University of California, Riverside 2007 — 2012
Bachelor of Science (BS), Business Administration with a Focus in Accounting
Miramonte High School 2003 — 2007
KPMG US June 2015 - Present
Wells Fargo Private Mortgage Bank NMLSR 915640 May 2012 - June 2015
Wells Fargo: The Private Bank 2008 - 2012
Merrill Lynch 2007 - 2008
Skills
Credit, Credit Analysis, Loans, Mortgage Lending, Underwriting, Financial Risk, Relationship Management, Cash Flow, Analysis, Financial Structuring, Sales, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, Banking
Education
University of Southern California - Marshall School of Business 2013 — 2016
Candidate: Master of Business Administration (MBA), Master of Business Administration: Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), History
Morgan Stanley April 2015 - Present
Morgan Stanley April 2013 - Present
Morgan Stanley January 2010 - March 2013
Morgan Stanley July 2006 - December 2010
Merrill Lynch October 2005 - January 2006
Merrill Lynch July 2003 - September 2003
Skills
Project Planning, Client Interfacing, Equities, Economics, Business Development, Portfolio Management, Project Management, Process Improvement, Team Leadership, Trading, Program Management, Management, Mutual Funds
Education
NYU Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Business Economics, Cum Laude
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Global and International Studies, Cum Laude
University of California, Center in Paris 2003 — 2003
Hebrew University of Jerusalem 2004 — 2004
B.A, Global and International Studies
Brillstein Entertainment Partners August 2014 - January 2015
Oracle June 2014 - September 2014
Merrill Lynch December 2012 - January 2013
NASA - National Aeronautics and Space Administration June 2009 - August 2009
Skills
Entrepreneurship, Business Analysis, Talent Management, Social Media, Marketing, Business Strategy, Communication, Social Media Marketing, Microsoft Office, SaaS, Team Leadership, Sports Management
Education
University of California, San Diego 2011 — 2015
Bachelor of Arts (B.A.), Political Science, Public Law
California High School, San Ramon, CA 2007 — 2011
High School
Peregrine Investment Partners (2016 Coming Soon) August 2015 - Present
Dealflicks October 2011 - Present
Zecco August 2009 - November 2011
William O'Neil + Co. Inc. March 2010 - June 2010
Coral Ridge Capital Management November 2008 - June 2009
E*TRADE Financial January 2008 - November 2008
Merrill Lynch April 2007 - July 2007
Skills
Start-ups, Trading, Entrepreneurship, Portfolio Management, Options, Sales, Banking, Equities, Business Strategy, Financial Markets, Series 7, Sales Management, Financial Modeling, Series 63, Team Leadership, Basketball, Team Building, Series 65, Business Analysis, Options Strategies, Teamwork, Team Management, marketing strategy, marketing, Business Development
Education
University of California, Riverside 2003 — 2007
Bachelor of Science, Finance Curriculum; Business Administration; Finance
CFA Institute
Level 1
Merrill Lynch June 2014 - Present
TD Ameritrade 2013 - January 2014
Bank of America May 2013 - July 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Social Media, Sales, Teamwork, Marketing, New Business Development, Investments, Banking, Finance, Account Management, Salesforce.com
Education
University of California, San Diego 2009 — 2012
Bachelor's degree, Economics
TOMS August 2014 - Present
Forever 21 Corporate March 2012 - August 2014
Merrill Lynch March 2011 - June 2011
Rock n Roll Industries Magazine February 2011 - June 2011
Roket Lights January 2009 - June 2010
Skills
Social Media, Fashion, Social Media Marketing, Facebook, Marketing Communications, Advertising, Social Networking, Blogging, Marketing, Photoshop, Trend Analysis, PowerPoint, Retail, Mac, Microsoft Excel, Creative Writing, Microsoft Word, Sales, Photography, Online Advertising, Styling, Customer Service, Online Marketing, Spanish, Marketing Strategy, Merchandising, Adobe Creative Suite, Trend, Trade Shows, Concept Development, Textiles, Shoes, Product Development
Education
University of California, Riverside 2007 — 2012
Bachelor's of Science, Business Administration
University of Sussex 2011 — 2011
International Marketing
BBVA Compass Bank July 2010 - May 2015
Merrill Lynch July 2008 - July 2010
Skills
Investments, Portfolio Management, Banking, Wealth Management, Financial Services, Mutual Funds, Credit, Retirement Planning, Series 7, Financial Planning, Series 66, Retail Banking, Commercial Banking, Commercial Lending
Education
Institute of Business and Finance
Asset Management
University of California, San Diego
Bachelor of Arts (B.A.), Business Administration and Management, General
The Watershed Nursery May 2012 - February 2015
Just Remnants 2015 - 2015
Just Remnants 2015 - 2015
Just Remnants 2015 - 2015
Bolero FRP, Inc. September 2010 - April 2012
PICON, INC. April 2007 - September 2010
TAP Plastics November 1992 - April 2007
Merrill Lynch 1990 - 1992
Oppenheimer and Co. Inc. 1987 - 1990
Shadow Creek Vineyards 1981 - 1983
Skills
Project management, Project Management, Business Development, Product Development, Management, Construction, Strategy, Sales, New Business Development, Leadership, Project Planning, Marketing Strategy
Education
University of California, San Diego 1981 — 1986
BA.
RHS
Scripps Institute
SRK Group 2014 - Present
Assurant 2012 - 2014
AXA US 2010 - 2012
UBS Investment Bank 2003 - 2010
Merrill Lynch 1997 - 2003
Wells Fargo 1990 - 1995
Skills
Business Strategy, Mergers & Acquisitions, Business Development, Corporate Development, Strategic Planning, Financial Planning, Business Intelligence, Benchmarking, Corporate Governance, Divestitures, Joint Ventures, Minority Investments, Leverage Buyouts, Transaction Structuring, Valuation, Due Diligence, Negotiation, Capital Structuring, Debt Financing, Equity Financing, Product Development, Distribution Expansion, Market Research, Business Plans, Strategic Partnerships, Building Teams, Cross-functional Teams, Leading Teams, Communications, Project Management, Relationship Management, Financial Modeling, Financial Analysis, Financial Accounting, Statutory Accounting, Process Improvement, Financial Services, Capital Markets, Insurance, Life Insurance, Variable Annuities, Fixed Annuities, Property & Casualty..., Health Insurance, Employee Benefit..., Reinsurance, Private Equity, Investment Banking, Asset Management, Healthcare Industry
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance – with Distinction
University of California, San Diego 1986 — 1990
BA, Quantitative Economics & Decision Sciences
Cornerstone OnDemand February 2015 - August 2015
Donan Environmental Services, Inc. July 2013 - June 2014
Merrill Lynch July 2012 - September 2012
Skills
Data Analysis, Microsoft Excel, R, SQL, Python, Matlab, SAS, Business Intelligence, MySQL, Java, Tableau, Stata, Access, Microsoft Word, Public Speaking, Customer Service, PowerPoint, Economics, Market Research, Teamwork, Statistics
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master's Degree, Business Analytics
University of California, San Diego 2011 — 2013
Bachelor of Science (BS), Mathematics and Economics
DocuSign October 2014 - Present
Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc. May 2014 - September 2014
Gordon and Betty Moore Foundation July 2012 - May 2014
UC San Diego Capital Planning January 2011 - August 2011
Merrill Lynch June 2010 - September 2010
Education
University of California, San Diego
B.S., Management Science
Yelp January 2015 - October 2015
Yelp September 2013 - October 2015
YoungJets January 2013 - June 2013
Merrill Lynch June 2012 - September 2012
Mischler Financial Group June 2010 - September 2010
Skills
Salesforce.com, Sales, SaaS, Public Speaking, Start-ups, Social Networking, Online Advertising, Marketing, Digital Marketing, Microsoft Excel, Leadership Development, SEO, Bloomberg, Customer Service, Management, Microsoft Office, Event Planning, Leadership, PowerPoint, Analysis, Research, Time Management, Investments, Cold Calling, Qualifying Prospects, Microsoft Word, Outlook, Final Cut Pro, Spanish, Equity Research, Teamwork, Market Research, Writing, Social Media Marketing, Team Leadership, Photoshop, pipeline man, strategic vetting, Qualifying Opportunities, Closing Abilities, Team-oriented, Prospect Research, Lead Generation, CRM, Online Marketing, Training, Advertising, Marketing Strategy
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Political Science and English, 3.5
University of New South Wales 2011 — 2011
Concentrations in Business and Marketing, Business and Marketing
Academia Málaga
Español
Gerber Goldschmidt Group September 2015 - Present
KPMG US November 2014 - August 2015
Brandes Investment Partners January 2013 - October 2014
Morgan Stanley Smith Barney 2008 - 2012
Gallo Sales Company 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Asset Allocation, Investments, Alternative Investments, Mutual Funds, Wealth Management, Series 7
Education
University of California, San Diego - The Rady School of Management 2012 — 2014
Master of Business Administration (MBA)
California State University, Stanislaus 2002 — 2006
Bachelor of Science (BS), Business Administration, Marketing
Merrill Lynch June 2015 - Present
Bank of America July 2013 - June 2015
Hyatt Regency Indian Wells Resort & Spa January 2010 - July 2013
US Congress January 2012 - January 2013
US Congress July 2012 - December 2012
UC Santa Barbara May 2011 - September 2011
Skills
Political Campaigns, Event Planning, Public Speaking, Event Management, Community Outreach, Public Relations, Research, Politics, Political Science, Facebook, International Relations, Fundraising, Social Media, Government, Legislative Relations
Education
University of California, Santa Barbara 2009 — 2012
Bachelor's Degree, Global International Studies
Oxford Seminars
Teaching English to Speakers of Other Languages
Notary Public
Notary Public
Union Bank 2015 - Present
Admirals Bank 2014 - 2015
JPMorgan Chase 2012 - 2014
Merrill Lynch 2007 - 2009
First Franklin 2003 - 2007
Royal Caribbean International 2000 - 2003
Skills
Credit, Banking, Mortgage Lending, Finance, Mergers & Acquisitions, Business Development, Entrepreneurship, Sales, Wealth Management, Policy, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, Real Estate, Referrals, Credit Analysis
Education
University of California, Riverside
Business Administration and Management, General
Nordstrom 2000 - 2014
Padaro Beach Grill 1995 - 2002
Merrill Lynch 1982 - 1989
Education
University of California, Santa Barbara 1970 — 1974
ba
Santa Barbara High School 1966 — 1969
Financial Industry Regulatory Authority (FINRA) August 2012 - September 2014
Merrill Lynch August 2007 - August 2012
Genesis Futures February 2005 - December 2006
KL Financial January 2002 - February 2005
Skills
Hedge Funds, Finance, Trading, Equities, Financial Analysis, Investments, Securities, Portfolio Management, Risk Management, Capital Markets, Regulatory Compliance, Compliance Management, Investment Management
Education
University of California, Los Angeles
BA
University of San Francisco - Masagung Graduate School of Management
MBA
Robolink February 2014 - Present
San Diego Robotics Club July 2012 - Present
Robolink February 2012 - February 2014
H2 Sports Consulting, Inc. October 2010 - December 2011
Interluxe Group June 2010 - September 2010
Undergraduate Economics Society March 2009 - June 2010
Merrill Lynch June 2009 - September 2009
Robolink Div. of Shinhwa Planet Inc June 2008 - September 2008
Skills
Strategy, Management, Email Marketing, Financial Modeling, Marketing, Leadership, Business Development, Social Media, Microsoft Office, Online Advertising, Social Media Marketing, Research
Education
University of California, San Diego 2006 — 2010
B.S., Management Science
University of California, San Diego - The Rady School of Management 2006 — 2010
The Athenian School 2002 — 2006
Merrill Lynch June 2015 - Present
UBS Financial Services, Inc. 2010 - June 2015
Chaos Venture Partners 2001 - 2004
JCA Technology 1999 - 2000
Education
UCLA School of Law 1996 — 1999
JD, Law
UCSD 1992 — 1996
BA, Political Science
Viewpoint 1987 — 1988
Mulugeta Development October 2013 - Present
Greensource BM September 2010 - Present
Encore Capital Group September 2011 - October 2013
UC San Diego July 2011 - August 2011
Sacred Heart Schools June 2009 - June 2010
Alain Pinel Realtors November 2006 - July 2008
Merrill Lynch March 2006 - October 2006
Skills
Legal Research, Microsoft Excel, Research, Pleadings, Litigation, Legal Writing, Community Outreach, Intellectual Property, Analysis, Event Planning, PowerPoint, Nonprofits, Public Relations, Public Speaking, Training, Lexis
Education
University of California, San Diego 2012 — 2012
ABA-Approved Paralegal Certificate, A
University of California, San Diego 2010 — 2012
Bachelor of Arts (BA), Political Science and Economics, 3.0
Palo Alto High School
MEC July 2014 - Present
Initiative July 2013 - July 2014
Initiative July 2012 - June 2013
Deutsch LA January 2012 - June 2012
Cheng Lam & Co June 2007 - December 2011
Merrill Lynch January 2011 - March 2011
Skills
Marketing Strategy, Word, Excel, Social Networking, Social Media, Event Planning, Payroll, Photoshop, Microsoft Office, Competitive Analysis, Strategic Planning, Internal Branding, Personal Branding, Research Project..., Bookkeeping, PowerPoint, Facebook, Advertising, Social Media Marketing, Creative Problem Solving, Marketing Research, Marketing Communications, Public Relations, Direct Marketing, Online Advertising, Digital Marketing, Integrated Marketing, Media Planning, Strategy, Account Management, Digital Strategy, Marketing, Microsoft Excel, Mobile Marketing, Media Buying, Blogging
Education
University of Sussex 2011 — 2011
International and Strategic Marketing
University of California, Riverside 2007 — 2011
Bachelor's of Science, Business Administration
Poly High School 2004 — 2007
Idyllwild Arts Foundation January 2013 - Present
Idyllwild Arts Foundation June 2012 - December 2012
Idyllwild Arts Foundation July 2007 - May 2012
Merrill Lynch June 2006 - June 2007
Skills
Non-profits, Community Outreach, Fundraising, Program Development, Higher Education, Planned Giving, Event Planning, Nonprofits, Annual Giving, Strategic Planning, Organizational..., Research, Alumni Relations, Grants, Philanthropy, Volunteer Management, Editing, Public Speaking, Grant Writing, Staff Development, Public Relations, Event Management, Social Media, Stewardship, Leadership Development, Board Development, Community Development, Newsletters, Social Entrepreneurship, Prospect Research
Education
UC Riverside 2005 — 2007
BA, Economics
Pacific Sunwear November 2014 - Present
Pacific Sunwear December 2013 - November 2014
Pacific Sunwear October 2013 - December 2013
Punch TV Network July 2013 - October 2013
Merrill Lynch July 2012 - September 2012
Harvey & Company LLC June 2011 - September 2011
Skills
Bloomberg, Market Research, Investments, Sales, Finance, Marketing, Mergers & Acquisitions, Social Media, Budgets, Digital Marketing, Strategy, Competitive Analysis, Microsoft Excel, Social Media Marketing, Advertising, Microeconomics, PowerPoint, Customer Service, Microsoft Word
Education
University of California, Riverside 2010 — 2013
BA, Economic Administrative Studies
Whitney High School
Zenefits June 2014 - Present
Google December 2013 - June 2014
athenahealth July 2013 - November 2013
Merrill Lynch October 2012 - March 2013
NASA Ames Research Center May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Financial Analysis, Microsoft Word, Project Management, Leadership, Access, Salesforce.com, VBA, SQL, Database Management, Budget Monitoring
Education
University of California, San Diego 2011 — 2013
B.S., Economics
ConnectSolutions Inc. August 2013 - July 2014
CollisionSync May 2012 - April 2013
CollisionSync December 2010 - April 2012
Merrill Lynch June 2010 - August 2010
Westside Rentals July 2006 - August 2008
Skills
E-commerce, Customer Service, Project Management, Analytics, Leadership, Account Management, Market Research, Email Marketing, SEO, B2B, Market Analysis, Project Coordination, Marketing, Agile Methodologies, Agile Project Management, Scrum, Marketing Strategy, Price Optimization, Product Placement, Order Processing, Product Management, Product Development, Management, Strategic Partnerships, Program Management, SaaS, Training
Education
University of California, San Diego 2005 — 2010
Bachelor of Arts (B.A.), Economics
Modesto High School 2002 — 2005
International Baccalaureate Degree
Merrill Lynch March 2006 - April 2011
Citibank May 2005 - March 2006
T.R. Winston & Co., LLC May 2004 - May 2005
Merrill Lynch May 2000 - May 2004
Deloitte Consulting 1999 - 2000
Skills
CRM, Finance, Banking, Investments, Management, Sales, Accounting, Financial Analysis, Insurance, Series 7, Financial Modeling, Retail Banking
Education
University of Southern California - Marshall School of Business 2008 — 2011
MBA
University of California, San Diego 1994 — 1999
B.A., Economics
Centon Electronics August 2014 - Present
Centon Electronics July 2013 - August 2014
Centon Electronics November 2012 - July 2013
University of California, Riverside June 2011 - June 2012
Merrill Lynch September 2011 - March 2012
Black Voice News July 2011 - September 2011
University of California, Riverside January 2011 - June 2011
York Education International, Beijing, China February 2009 - August 2009
Skills
Teaching, Mandarin, Accounting, Financial Analysis, Microsoft Excel, Research, Process Improvement, QuickBooks, Microsoft Office, Accounts Payable, Data Analysis, Public Speaking, Teamwork
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
Medline Industries September 2013 - Present
Bluewolf November 2012 - May 2013
RJ Reynolds Tobacco Co November 2010 - November 2012
Wells Fargo Financial June 2009 - July 2010
Merrill Lynch March 2009 - June 2009
UCR September 2007 - June 2009
FUTURE BUSINESS LEADERS OF AMERICA October 2006 - June 2009
Skills
Marketing, Sales, Territory Management, branding, Product Launch Events, Account Management, Brand Developement, Product Marketing, Consumer Marketing, Brand Development, Sales Force Development, Business Planning, Business Analysis, Business Development, Salesforce.com, Sales Operations, Management, Leadership
Education
University of California, Riverside 2005 — 2009
Bachelor's degree, Business Administration, 3.5
Lowell High School 2001 — 2005
General Education
UC Irvine January 2012 - Present
simplehuman, LLC April 2007 - December 2011
MGM Studios June 2006 - January 2007
Merrill Lynch June 2005 - August 2005
Skills
Account Reconciliation
Education
University of California, Riverside 2002 — 2006
Business Administration: Finance/Accounting
Northwestern Mutual November 2010 - June 2011
MetLife July 2008 - November 2010
Merrill Lynch 2007 - 2007
Education
University of California, San Diego 2005 — 2007
BA, Human Development
Abbott Laboratories January 1990 - Present
Merrill Lynch January 1987 - January 1990
Education
University of California, San Diego 1980 — 1985
MacLean Capital Advisors, LLC February 2009 - Present
MacLean Capital Advisors, LLC February 2009 - Present
Merrill Lynch December 2000 - February 2009
Deloitte November 1998 - December 2000
Arthur Anderson June 1996 - December 1998
Skills
Investments, Retirement Planning, Financial Advisory, Asset Allocation, Wealth Management, High Net Worth..., Portfolio Management, Series 7, Mutual Funds, Investment Advisory, Alternative Investments, Investment Management, Retirement
Education
University of California, Santa Barbara 1994 — 1996
B.A., Business Economics
College of the Desert 1991 — 1993
A.A., General Studies
Palm Springs High School
FIDM/Fashion Institute of Design & Merchandising April 2015 - Present
Forever 21 September 2014 - February 2015
Universal Electronics August 2012 - September 2014
Southern California Edison (SCE) January 2011 - August 2012
Southern California Edison (SCE) June 2009 - January 2011
Merrill Lynch September 2008 - June 2009
Skills
Accounting, Finance, Budgets, Financial Analysis, Financial Modeling, Project Management, SAP, Strategic Planning, PowerPoint, Team Leadership, Microsoft Excel, Financial Forecasting, Process Modeling, Variance Analysis, Data Analysis, Forecasting, Financial Reporting, Leadership
Education
University of California, Riverside 2005 — 2009
Bachelor of Science, Business Administration, Political Science (minor)
TestPlant Ltd March 2014 - Present
JP Morgan Securities LLC April 2012 - February 2014
JPMorgan Chase October 2011 - February 2014
Merrill Lynch April 2011 - August 2011
Toys R Us June 2010 - August 2010
Skills
Banking, CRM, Microsoft Office, Outlook, Microsoft Word, Leadership, Microsoft Excel, Sales, Marketing, Investments, Mortgage Banking, Time Management, Analysis, Finance, Management
Education
UC Riverside 2007 — 2011
Bachelor of Science, Business Administration
Self Employed Attorney August 2013 - Present
Robin Potter & Associates, P.C. January 2013 - February 2014
Robin Potter & Associates, P.C. January 2006 - September 2012
Pope, Berger & Williams, LLP 2000 - 2005
Law Offices of Arena & Schnitzer, APLC September 2000 - December 2000
Armstrong, Fisch & Tutoli, APLC June 1999 - January 2000
San Diego Volunteer Lawyer Program February 1998 - November 1998
Merrill Lynch June 1998 - August 1998
Skills
Civil Litigation, Litigation, Legal Writing, Employment Law, Discrimination, Arbitration, Depositions, Hearings, Legal Issues, Legal Assistance, Mediation, Pleadings, Motions, Courts, Legal Research
Education
University of California, San Diego
B.A., History
University of San Diego School of Law
J.D.
Altegris October 2014 - Present
Altegris Investments November 2011 - Present
Altegris Investments July 2010 - November 2011
Altegris Investments August 2009 - July 2010
Merrill Lynch 2008 - 2009
Skills
Bloomberg, Asset Allocation
Education
University of California, San Diego
Bachelor of Arts, Communications, Economics
Fisher Investments January 2014 - Present
Fisher Investments April 2012 - January 2014
Fisher Investments February 2011 - April 2012
Fisher Investments February 2010 - February 2011
Merrill Lynch July 2007 - September 2007
Education
University of California, San Diego 2005 — 2009
BA, Economics
hellosmile December 2007 - Present
h2LAB Design and Innovation for Health & Happiness 2012 - Present
fact0ry February 2012 - June 2013
Bold Academy February 2012 - February 2013
DO.LIVE.LOVE January 2012 - February 2013
Curve Dental, Inc. January 2010 - January 2013
Bliss Responsibly July 2007 - July 2008
Merrill Lynch January 2004 - December 2006
Morgan Stanley 2001 - 2003
Skills
Healthcare, Entrepreneurship, User Experience, Social Entrepreneurship, Strategy, Start-ups, Leadership, Business Development, Information Design, Creative Direction, Social Media, Experience Design, Business Modeling, Mobile Applications, Strategic Partnerships, E-commerce, Nonprofits, Private Equity, Business Strategy, Analytics, Venture Capital, Digital Strategy, Social Media Marketing, Innovation Management, Mobile Devices, Web Design, Product Management, Design Thinking, Online Marketing, Social Innovation, Marketing Strategy, User Experience Design, User-centered Design
Education
University of California, San Diego 2002 — 2005
Bachelor's degree, Communication and Media Studies
Palo Alto High School
GED
Merrill Lynch April 2015 - Present
Morgan Stanley March 2014 - February 2015
Jack Harriman & Associates April 2011 - June 2013
Waddell & Reed September 2012 - March 2013
Amigos Realty August 2006 - March 2011
Las Vegas Referral Realty April 2006 - April 2009
Century 21 Colonial Realty June 2005 - August 2006
Education
University of California, San Diego 1994 — 1998
BA
IAC May 2011 - Present
Glam Media September 2010 - April 2011
Microsoft August 2006 - September 2010
Merrill Lynch June 2003 - August 2006
Skills
Mergers, Investments, Business Strategy, Investment Banking, Due Diligence, Corporate Development, Acquisitions
Education
University of California, San Diego 1999 — 2003
B.A., Economics and Philosophy
New Trier High School 1995 — 1999
N/A October 2011 - Present
City of Corona November 2009 - October 2011
USIS August 2004 - October 2005
Ramshead Tavern May 2002 - October 2005
Merrill Lynch May 1998 - May 2002
Skills
Able To Multi-task, Sound Judgment, Attention To Detail
Education
University of California, San Diego 2007 — 2007
Certificate, Meeting Management and Special Event Planning
University of Vermont 1994 — 1998
BS, Business Administration
Merrill Lynch April 2015 - Present
Merrill Lynch January 2012 - March 2015
Bank of America October 2007 - December 2011
Bank of America March 2006 - September 2007
Bank of America November 1996 - February 2006
Skills
Banking, Finance, Recruiting, Business Development, Human Resources, Process Improvement, Relationship Management, Private Banking, Business Process..., Leadership, Sales, Analysis, Wealth Management, Talent Acquisition, Sales Operations, Talent Management, Performance Management
Education
University of California, San Diego 1987 — 1991
BA, Human Resources, Sociology, Art
TPG Capital November 2014 - Present
Ascend Capital March 2010 - November 2014
Symphony Asset Management 2005 - 2009
Trek Capital Management LLC 2002 - 2005
Firsthand Capital Management 2000 - 2002
Sutro & Co. 1999 - 2000
Merrill Lynch 1997 - 1999
Skills
Bloomberg, Hedge Funds, Equities, Proprietary Trading, Investments, Start-ups, Mutual Funds, Strategy, Prime Brokerage, Asset Allocation, Equity Trading, Settlement, Traders, Portfolio Management, Financial Risk, Currency, Corporate Actions, Securities Lending, Finance, Back Office, Accounting, Alternative Investments, Options, Financial Markets, Asset Management, Trading, Trading Systems, Electronic Trading, Fixed Income
Education
University of California, Santa Barbara
BA
60East Technologies March 2012 - Present
Bank of America Merrill Lynch June 2010 - March 2012
Merrill Lynch October 2007 - June 2010
Morgan Stanley 1991 - 2006
Skills
Trading Systems, Low Latency, Electronic Trading, Market Data, Equity Derivatives, Equities, Derivatives, Trading System, Enterprise Architecture, Cloud Computing, Distributed Systems, High Performance..., High Availability, Software Development, Linux, Scalability, Unix, Messaging, Architecture, Trading, Capital Markets, Storage, Enterprise Software, Multithreading, Middleware, Information Security, Start-ups, Algorithms
Education
University of California, Santa Barbara 1983 — 1987
BS, Electrical Computer Engineering
Merrill Lynch January 2012 - Present
Merrill Lynch February 2009 - Present
Merrill Lynch November 2008 - December 2011
UBS Financial Services Inc. April 2001 - November 2008
Skills
Portfolio Management, Investments, Financial Planning, Fixed Income, Series 7, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Investment Advisory, Credit
Education
University of California, Santa Barbara 1992 — 1996
Citi January 2014 - March 2015
Merrill Lynch June 2012 - December 2013
Nelson Brothers Private Equity September 2011 - August 2012
HedgeCo Securities, LLC November 2009 - September 2011
Alternative Asset Partners March 2008 - November 2009
HedgeCo LLC January 2005 - February 2008
Bright Trading/Pair Co LLC June 2003 - November 2005
Skills
Private Equity, Asset Management, Due Diligence, Equities, Prime Brokerage, Hedge Funds, Series 7, Trading, Emerging Markets, Investments, Wealth Management, Investment Strategies, Structured Products, Securities, Options, Fund Of Funds, Asset Managment, Start-ups, Management, Mutual Funds, Risk Management, Financial Markets, Financial Modeling, Venture Capital, Capital Markets, Valuation, Series 63, Investor Relations, Funding, Alternative Investments, Public Speaking, Investment Management, Asset Allocation, Investment Advisory, Portfolio Management, Bloomberg, Finance, Trading Strategies, Marketing, Bonds, Hedging, Financial Services, Capital, Negotiation, Investment Banking, Commodity, Derivatives, Financial Analysis, Equity Research, Fixed Income
Education
University of California, San Diego
BA Economics, Certificate in Business
U.S. Bank June 2013 - Present
Morgan Stanley Smith Barney July 2010 - June 2013
Union Bank December 2008 - July 2010
Merrill Lynch June 2006 - December 2008
Citibank 2004 - 2006
William O'Neil & Company 1997 - 2002
Skills
Series 7, Portfolio Management, Alternative Investments, Banking, Series 63, Loans, Credit, Wealth Management, Finance, Commercial Banking, Private Banking, Investments, Private Equity, Relationship Management, Financial Structuring, Fixed Income
Education
University of Southern California - Marshall School of Business 2000 — 2002
Master's degree, FInance
University of California, Santa Barbara 1994 — 1997
BA, Business Economics
John F. Kennedy High School 1990 — 1993
Morgan Stanley September 2014 - Present
Merrill Lynch February 2011 - September 2014
Bank of America April 2009 - February 2011
Wells Fargo January 2005 - February 2007
Skills
Banking, Credit, Investments, Series 7, Uniform Combined State..., Mortgage Lending, Wealth Management, Sales, Loans, Portfolio Management, Small Business Lending, Consumer Lending, Commercial Banking, Retail Banking, Financial Analysis, Loan Origination
Education
University of California, Riverside 2000 — 2004
BS, Business
First Allied Securities, Inc. June 2014 - Present
KAR Consulting, Inc. January 2013 - May 2014
LPL Financial Services August 2007 - January 2013
AIG 2000 - 2007
Essex Corporation 1997 - 2000
Wells Fargo and HomeFed Bank 1989 - 1994
Merrill Lynch 1986 - 1989
Skills
Series 7, Wealth Management, Series 63, Management Consulting, Mutual Funds, Retirement Planning, Investment Advisory, Coaching, Retirement, Securities, Fixed Annuities, Investments, Alternative Investments, Financial Services, Management, Business Planning, Financial Advisory, Training, Business Development, Finance, FINRA, Asset Allocation, Strategic Financial..., Banking, 401k, Mergers & Acquisitions
Education
University of California, Los Angeles 1982 — 1986
University of California, Los Angeles
RBC Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2009 - June 2014
Smith Barney August 2005 - January 2009
Merrill Lynch April 2000 - August 2005
Skills
Series 63, Wealth Management, Series 7, Uniform Combined State..., Retirement Planning, Asset Allocation, Mutual Funds, Series 65, FINRA, Securities, Investment Advisory, Investment Strategies, Retirement, Alternative Investments, Equities, Investments, Fixed Annuities, Fixed Income, Financial Advisory, Strategic Financial..., Wealth Management..., Portfolio Management, Asset Management
Education
University of California, San Diego 1995 — 2000
J.P. Morgan April 2015 - Present
JPMorgan Chase Bank N.A. October 2009 - Present
New York Life Insurance Company June 2008 - September 2009
Greenbridge Commercial Group July 2007 - December 2007
Merrill Lynch September 2006 - December 2006
Education
University of California, Riverside 2002 — 2006
Bachelors or Arts, Business Economics
Merrill Lynch February 1995 - Present
Skills
Retirement Planning, Succession Planning, Special Needs Planning, Investment Strategies, Wealth Transfer, Alternative Investments, Wealth, Asset Allocation, Wealth Management, Mutual Funds, Securities, Investment Advisory, Series 63, Series 65, Uniform Combined State..., Separately Managed...
Education
University of California, San Diego 1988 — 1993
BS, Economics
THE Breast Cancer Fundraiser January 2013 - Present
desiree November 2009 - Present
The Raise Foundation October 2005 - March 2012
The Raise Foundation 2006 - 2007
Folio International November 2000 - June 2002
Merrill Lynch May 1995 - November 2000
Skills
Fluent Spanish, Avid Instagram user, Marketing, Sales, Fashion, Jewelry, Fundraising, Event Management, Strategic Planning, Media Relations, Marketing Communications, Brand Awareness, Brand Development, Community Development, Customer Service, Small Business, Strategy, Marketing Strategy, Social Networking, Retail, Microsoft Office
Education
University of Southern California - Marshall School of Business 1997 — 2000
MBA, Marketing and Entertainment
University of California, San Diego 1990 — 1994
BA, Political Science
Internet 2011 - Present
Google 2010 - 2010
Harnett Investment Advisers, LLC 2009 - 2009
Bainbridge Capital 2008 - 2008
Merrill Lynch June 2007 - August 2007
Education
UCSD Extension 2009 — 2009
LAUNCH Program, Finance
University of California, San Diego 2006 — 2008
BA, Economics
Kaiser Permanente June 2015 - Present
DaVita June 2014 - Present
ArborMetrix, Inc. May 2013 - August 2013
Department of Veterans Affairs March 2013 - May 2013
Truven Health Analytics July 2011 - August 2012
Thomson Reuters August 2009 - June 2011
United Healthcare July 2007 - July 2008
Merrill Lynch May 2006 - September 2006
Skills
Data Analysis, Healthcare, Analytics, Finance, HIPAA, Negotiation, Business Analysis, Healthcare Consulting, Management Consulting, Strategy, Market Research, Process Improvement, Leadership, Analysis, Financial Modeling
Education
University of Michigan - School of Public Health 2012 — 2015
Master of Health Services Administration (M.H.S.A.), Health Management and Policy
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of California, San Diego 2003 — 2007
Bachelor of Science (B.S.), Major: Microbiology Minor: Management Science
Merrill Lynch 2008 - Present
Bank of America 2005 - 2007
Gateway Partners 2001 - 2003
Skills
Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Wealth Management, Equities, Series 7, Series 63, Alternative Investments, Retirement, Wealth Management...
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
Certified Financial Planning Board of Standards
CFP®, Certified Financial Planner
Investment Management Consultants Association
CIMA® Certified Investment Management Analyst
College of Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Arnel September 2013 - Present
Stanislawski & Harrison, CPAs November 2010 - November 2011
David Weise & Associates, Inc. June 2009 - November 2010
WTAS July 2006 - August 2008
SMA Consulting January 2006 - May 2006
California Department of Transportation 2004 - 2006
Merrill Lynch July 2005 - September 2005
Skills
Microsoft Excel, Accounting, Microsoft Word, Tax Research, Tax, Forecasting, QuickBooks, General Ledger, Financial Reporting, Financial Analysis, Tax Accounting, Corporate Tax
Education
University of California, Riverside 2002 — 2006
B.S., Business Administration
Merrill Lynch November 2011 - Present
Madison Avenue Securities April 2011 - November 2011
Merrill Lynch October 2009 - December 2010
Banc of America Investment Services October 2007 - October 2009
Banc of America Investment Services April 2004 - October 2007
TD Waterhouse November 2002 - April 2004
Callaway Golf Ball Company January 2000 - March 2002
Skills
SRO Compliance, Financial Advisor..., Mergers, FBSI, Financial Services..., Financial Services, Fixed Annuities, Supervision, Compliance, Mutual Funds, Branch Banking, Advertising, Insurance, Banking, Equities, Financial Advisory, FINRA, Securities, Investments, Retirement Planning, Series 24, Risk Management, Asset Allocation, Fixed Income, Investment Strategies, Relationship Management, ETFs, Credit, Series 7, Wealth Management
Education
University of Phoenix 2004 — 2007
MBA, Business Administration
University of California, San Diego 1994 — 1998
BA, Economics & History
Salesforce.com June 2014 - Present
Google September 2013 - June 2014
Embedded Resource Group November 2011 - September 2013
EA January 2008 - October 2011
Innovestor's Solutions February 2007 - January 2008
Enterprise Rent-A-Car October 2002 - February 2007
Merrill Lynch July 2000 - May 2002
Skills
Customer Service, Account Management, Cold Calling, Inside Sales, Interviewing, Financial Analysis, Financial Modeling, Credit Risk, Risk Analysis, Accounts Receivable, Training & Development, Order Management, Employee Training, Contract Recruitment, Recruiting, Interviews, Sales, Sourcing, Embedded Systems, Business Development, Temporary Placement, Screening Resumes
Education
University of California, San Diego 1998 — 2002
BA, Political Science, Management Science
Merrill Lynch Personal BankerCitibankJuly 2003 - September 2008
American Express Financial Advisors March 2003 - June 2003
American Express Financial Advisors March 2003 - June 2003
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1998 — 2002
B.S, Business Administration, Spanish
Merrill Lynch December 2013 - Present
Bank of America April 2012 - November 2013
Kazerouni Law Group, APC May 2011 - July 2011
The Reeves Law Group July 2007 - March 2010
Law Office of James E. Dunn February 2007 - April 2007
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Lexis, Document Review, Document Drafting, Personal Injury, Litigation Support, Editing, Trusts, Pleadings, Microsoft Excel, Legal Compliance, Microsoft Word, Outlook, Research, Legal Assistance, Trials
Education
University of San Diego
Paralegal Certificate, Law
University of California, Santa Barbara 2002 — 2006
B.A., English
California Western School of Law
Law
Blue Hornet February 2013 - Present
Zywave November 2007 - January 2013
EISI December 2002 - October 2007
EISI October 2002 - December 2002
Merrill Lynch March 2000 - October 2002
Skills
Insurance, Business Analysis, Strategic Planning, Process Improvement, Financial Services, Agile Methodolgy, Scrum, Collaboration, Requirement..., Requirements Analysis, Quality Assurance, Training, Microsoft Office, JIRA, Confluence, SharePoint, ClearCase, TestTrack, SnagIt, Adobe, WebEx, XML, Financial Planning, Problem Solving, Critical Thinking, Highly personable, Highly-motivated, Troubleshooting, Analysis, Calculations, Software Documentation, SaaS, Project Management, Software Development, Program Management, Agile Methodologies, Test Planning, Strategic Financial..., SDLC, Management, Salesforce.com, Software Quality..., Software Project..., Visio, Databases, Software Engineering, Project Planning, SQL, Agile Project Management, Software Design
Education
University of California, San Diego 1997 — 1999
BA, Psychology
Tri-City Christian School 1988 — 1989
Rancho Buena Vista 1987 — 1988
Merrill Lynch December 2010 - Present
Law Office of Jean Y. Kim September 2009 - January 2011
U.S. Trust, Bank of America Private Wealth Management July 2005 - September 2009
Wells Fargo Private Bank March 2004 - July 2005
Law Office of Jean Y. Kim January 2003 - March 2004
PricewaterhouseCoopers September 1999 - January 2003
John J. Barcal, Inc. July 1998 - September 1999
Skills
Estate Planning, High Net Worth..., Trusts, Philanthropy, Strategic Financial..., Wealth Management..., Personal Finance, Alternative Investments, Financial Planning
Education
USC Gould School of Law 1996 — 1999
JD/MBT, Law, Taxation
University of California, San Diego 1992 — 1995
B.A., Psychology
Merrill Lynch June 1972 - July 2014
Skills
Public Speaking, Leadership, Team Building, Budgets, Customer Service, Process Improvement, Sales, Securities, Microsoft Excel, Equities, Series 7, Microsoft Office, Wealth Management, Microsoft Word, Portfolio Management, Fixed Income, Strategic Planning, Investments, Marketing, Marketing Strategy, Business Development, Cross-functional Team..., Sales Operations, Sales Management
Education
Merrill Lynch Management Development Program 1978 — 1979
Vice President, Resident Manager, Finance and Financial Management Services
U.S. Army Infantry School, Ft. Benning, GA 1968 — 1969
2nd LT US ARMY, Infantry
University of California, Santa Barbara 1966 — 1968
Bachelor of Arts (B.A.), Economics
Pacific Southwest Realty Services November 2010 - Present
Hire Factor Inc. January 2006 - October 2010
The Pet Crib LLC 2009 - 2009
SoCal Staffing / TheraStaff Inc. April 2000 - December 2005
Merrill Lynch September 1999 - September 1999
BDO Visura April 1996 - February 1999
BDO Visura January 1993 - March 1996
Union Bank of Switzerland March 1987 - December 1992
Union Bank of Switzerland April 1984 - April 1987
Skills
Financial Analysis, Account Reconciliation, Finance
Education
University of California, San Diego 1999 — 1999
Professional Certificate, New Business Development
University of California, San Diego 1999 — 1999
Professional Certificate, Business Management
University of California, San Diego 1998 — 1998
Certificate of Completion, Business English
University of California, San Diego 1996 — 1996
Certificate of Completion, English language
Swiss Association of Commercial Employees 1990 — 1996
Swiss Certified Expert for Accounting and Controlling, Accounting, Controlling
Yamaha September 2013 - Present
Pacific Life April 2011 - August 2013
Fuhu, Inc March 2010 - July 2010
Merrill Lynch October 2007 - September 2008
Celtic Leasing Corp. July 2007 - September 2007
Skills
Financial Analysis, Analysis, Strategy, VBA, Strategic Planning, Process Improvement, Microsoft Excel, SaaS, ETL, OLAP, Oracle, PHP, Microstrategy, Coremetrics, SQL, Financial Modeling, HTML, CSS, Python, Visual Studio, Active Directory, Unix, Relational Databases
Education
University of California, Riverside 2005 — 2010
Economics, Finance
JPMorgan Chase Bank, N.A. June 2014 - Present
Merrill Lynch 2011 - May 2013
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Sports Management minor
Loyola High School
MullinTBG Advisors October 2013 - Present
MullinTBG February 2012 - October 2013
Merrill Lynch April 2011 - June 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Insurance, Management, CRM, Investments, Marketing, Sales, Outlook, Data Entry, Human Resources, Finance, Market Research
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2007 — 2011
Bachelor of Science (BS), Finance
Gemini Southern/DEVCAP Partners August 2015 - Present
Cypress Consumer Partners September 2010 - Present
Vestiage, Inc. March 2012 - August 2015
Bridgewater Capital Corp February 2008 - January 2010
JP Morgan Chase (Bear Stearns) 2002 - 2004
Deutsche Bank Securities 1999 - 2002
Merrill Lynch 1995 - 2000
Winthrop Financial 1980 - 1986
Toronto Blue Jays Baseball Organization 1982 - 1984
Skills
Private Equity, Venture Capital, Due Diligence, Mergers, Investment Banking, Valuation, Investments, Corporate Development, Asset Managment, Investment Management, Capital Markets, Financial Modeling, Equities, Securities, Investor Relations, Start-ups, Corporate Finance, Finance, Entrepreneurship, Private Placements, Mergers & Acquisitions, Alternative Investments, Portfolio Management, Financial Structuring, Asset Management
Education
University of California, Los Angeles 1984 — 1985
BA, Political Science
University of California, Santa Barbara 1980 — 1983
BA, Political Science
HulaLoop June 2014 - Present
Fisher Investments August 2013 - May 2014
StepStone Group 2012 - May 2013
Merrill Lynch March 2012 - September 2012
UNOPS July 2011 - September 2011
BioImagene June 2010 - September 2010
Skills
Investments, Economics, Stata, Valuation, Financial Analysis, Microsoft Office, Capital IQ, Microsoft Excel, Microsoft Word, Salesforce.com, Wealth Management, Market Research, PowerPoint, Matlab, Equity Valuation, Risk Management
Education
University of California, San Diego 2009 — 2013
Bachelor's degree, Economics
St. Francis High School
St. Francis High School
St. Francis High School
Deloitte Advisory September 2014 - Present
Deloitte & Touche LLP June 2012 - September 2014
Merrill Lynch May 2011 - June 2012
Education
University of California, San Diego - The Rady School of Management 2009 — 2012
Minor, Accounting
University of California, San Diego 2008 — 2012
B.S., Management Science
Merrill Lynch August 2010 - Present
Education
University of California, San Diego 2007 — 2011
B.A., Economics
Bank of America Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
UCSD Cellular Biophotonics Laboratory September 2010 - June 2011
North American Expatriate Youth English Teaching Volunteer Service July 2008 - August 2008
Skills
Mandarin, Cantonese, Microsoft Word, Financial Analysis, Finance, PowerPoint, Research, Microsoft Excel, Matlab, Data Analysis, Gel Electrophoresis, Financial Modeling, Corporate Finance, R, Microsoft Office, Investment Banking, Investments, Stata, Mathematica, Analysis, Spanish, PCR, Valuation
Education
University of California, San Diego 2009 — 2013
BS, Bioengineering, Biotechnology
Lick-Wilmerding High School 2005 — 2009
SMK Insurance Agency February 2015 - Present
Array Hydroponics 2012 - Present
Fuji Nails & Beauty Supply Inc. 2011 - 2012
Merrill Lynch 2011 - 2011
Skills
Valuation, Investments, Microsoft Excel, Financial Modeling, Financial Analysis, Corporate Finance, Strategic Planning, Budgets, Analysis, Due Diligence, Private Equity, Customer Service, Sales, Marketing, Data Analysis, Equities, Asset Management, Management, Strategy, Mandarin, Leadership, Series 7, Microsoft Office
Education
University of California, San Diego 2007 — 2011
BA, Economics, Chinese Studies
University of California, San Diego 2007 — 2011
Bachelor's degree, Economics
Merrill Lynch December 2011 - Present
Education
University of California, San Diego 2004 — 2009
Management Science & International Studies, Business/Managerial Economics
DoubleDutch April 2014 - Present
Triton Consulting Group June 2012 - June 2013
UC San Diego Sixth College January 2012 - January 2013
Merrill Lynch June 2011 - July 2011
Education
University of California, San Diego
Jones Lang LaSalle's Hotels & Hospitality Group May 2013 - Present
Hudson River Partners Real Estate November 2012 - Present
UBS Investment Bank 2012 - November 2012
FundCore Finance Group 2009 - June 2012
Merrill Lynch 2001 - 2009
Skills
Real Estate Economics, Asset Management, CMBS, Real Estate Financing, Real Estate, Valuation, Disposition, Due Diligence, Real Estate Development, Investments, Commercial Real Estate, Real Estate Transactions, Brokerage, Private Equity, Investment Properties, Capital Markets, Financial Structuring, Corporate Real Estate, Leases, Financial Modeling
Education
Wharton Business School 1999 — 2001
Finance
UCLA School of Law
Doctor of Law (JD)
UNC Chapel Hill
Bachelor of Arts (B.A.), Economics
Merrill Lynch May 2015 - Present
Morgan Stanley Global Wealth Management January 2014 - April 2015
Morgan Stanley: Global Wealth Management January 2013 - January 2014
Matsutani and Company, Inc. June 2009 - December 2012
Gronowski Law Office, LLP August 2010 - September 2012
Poor News Network July 2009 - December 2009
Skills
Series 7, Series 66, Microsoft Excel, VBA, Westlaw, LexisNexis, Asset Allocation, Data Mining, Salesforce Development
Education
University of California, San Diego 2006 — 2008
BA, International Economics
Merrill Lynch March 1996 - February 2007
Skills
Series 7, Series 63, Personal Financial..., Research, Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, PowerPoint, English, Windows, Analysis, Google Docs, Google Calendar
Education
UCSB 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature/Letters
Drug Testing Network, Inc. May 2011 - Present
O'Dwyer Property Management Ltd 2005 - 2007
Bank of America 2003 - 2004
Merrill Lynch 2000 - 2003
Skills
Journal Entries, Bank Reconciliation, Accruals, Accounts Payable, Accounts Receivable, Fixed Assets, Microsoft Excel, QuickBooks, Customer Service, Debt Collection, Invoicing
Education
University of California, San Diego 1996 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Merrill Lynch November 2013 - Present
Credit Suisse September 2008 - November 2013
Lehman Brothers March 2005 - September 2008
Round Hill Securities September 2002 - March 2005
Skills
Investments, Portfolio Management, Private Banking, Sales
Education
University of California, San Diego 1998 — 2002
Bachelor of Arts (B.A.), Economics
Las Lomas High School 1994 — 1998