Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Ashley Lui Ashley Lui Greater San Diego Area Details
Ashley Lui's Merrill Lynch Experience June 2011 - September 2011
Job Consultant at Bespoke Partners
Industry Staffing and Recruiting
Experience
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

William Wei William Wei Greater Los Angeles Area Details
William Wei's Merrill Lynch Experience January 2008 - March 2008
Job Advisory Associate at KPMG US
Industry Accounting
Experience
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

Henry Nguyen, MBA Henry Nguyen, MBA Greater Los Angeles Area Details
Henry Nguyen, MBA's Merrill Lynch Experience January 2011 - March 2011
Job Area Retail Sales Lead at AT&T Mobility
Industry Telecommunications
Experience
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

Andy Choe Andy Choe San Francisco, California Details
Andy Choe's Merrill Lynch Experience May 2007 - June 2008
Job Owner at SF Travel Tours
Industry Leisure, Travel & Tourism
Experience
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

David Ahn David Ahn Los Angeles, California Details
David Ahn's Merrill Lynch Experience January 2011 - March 2011
Job Analyst, Sales Communication at Sony Pictures Entertainment
Industry Marketing and Advertising
Experience
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

Jonathan Pak Jonathan Pak Fullerton, California Details
Jonathan Pak's Merrill Lynch Experience April 2012 - June 2012
Job Corporate Credit Analyst at Reliance Steel & Aluminum Co.
Industry Mining & Metals
Experience
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

Yekaterina Damina Yekaterina Damina Greater San Diego Area Details
Yekaterina Damina's Merrill Lynch Experience October 2011 - September 2012
Job Financial Analyst
Industry Investment Banking
Experience
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

Gerry Frigon Gerry Frigon San Luis Obispo, California Area Details
Gerry Frigon's Merrill Lynch Experience December 1985 - January 2007
Job President & Chief Investment Officer, Taylor Frigon Capital Mangement LLC
Industry Investment Management
Experience
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

Eddie Xu Eddie Xu San Francisco, California Details
Eddie Xu's Merrill Lynch Experience June 2005 - August 2005
Job working with technology companies moving to the cloud.
Industry Computer Software
Experience
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

Ryan Leong Ryan Leong San Francisco Bay Area Details
Ryan Leong's Merrill Lynch Experience June 2009 - August 2009
Job Producer at EVB
Industry Marketing and Advertising
Experience
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

Angela Kit Wa Chau Angela Kit Wa Chau San Francisco Bay Area Details
Angela Kit Wa Chau's Merrill Lynch Experience June 2010 - August 2010
Job Program/Project Management at Verizon
Industry Telecommunications
Experience
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

Sina Shayesteh Sina Shayesteh San Francisco Bay Area Details
Sina Shayesteh's Merrill Lynch Experience January 2006 - July 2007
Job VP Sales and CoFounder
Industry Marketing and Advertising
Experience
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

Sharon Rosenthal Sharon Rosenthal Chicago, Illinois Details
Sharon Rosenthal's Merrill Lynch Experience 2005 - 2007
Job Chief Human Resources Officer at Envestnet Asset Management, Inc.
Industry Financial Services
Experience
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

Alexa Golden-Grant Alexa Golden-Grant Seattle, Washington Details
Alexa Golden-Grant's Merrill Lynch Experience May 2009 - September 2010
Job EPIC Application Analyst
Industry Information Technology and Services
Experience
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

Josh Finkelstein Josh Finkelstein Greater Los Angeles Area Details
Josh Finkelstein's Merrill Lynch Experience 2012 - April 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Shannon Webb, CRPC® Shannon Webb, CRPC® Orange County, California Area Details
Shannon Webb, CRPC®'s Merrill Lynch Experience September 2010 - May 2013
Job Financial Advisor / Dave Ramsey ELP
Industry Financial Services
Experience
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

Sheng Zhao Sheng Zhao Greater Los Angeles Area Details
Sheng Zhao's Merrill Lynch Experience January 2013 - April 2013
Job CoFounder of Indeed Consulting
Industry Accounting
Experience
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

Richard Sabo Richard Sabo Hood River, Oregon Details
Richard Sabo's Merrill Lynch Experience May 2009 - April 2010
Job US and Caribbean Sales Manager at Liquid Force Kiteboarding
Industry Sporting Goods
Experience
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

Dante Gudino Dante Gudino Beverly Hills, California Details
Dante Gudino's Merrill Lynch Experience May 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
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

Stephen Caccam Stephen Caccam Greater San Diego Area Details
Stephen Caccam's Merrill Lynch Experience January 2012 - May 2012
Job Institutional investment management professional
Industry Investment Management
Experience
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

Justin Brandt Justin Brandt Phoenix, Arizona Area Details
Justin Brandt's Merrill Lynch Experience May 2008 - September 2008
Job Attorney
Industry Law Practice
Experience
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

Jackson Robertson Jackson Robertson San Francisco Bay Area Details
Jackson Robertson's Merrill Lynch Experience September 2000 - August 2002
Job Realtor at Coldwell Banker
Industry Real Estate
Experience
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

Catherine Romero Catherine Romero Los Angeles, California Details
Catherine Romero's Merrill Lynch Experience July 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
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

Harshil Kanakia Harshil Kanakia San Francisco Bay Area Details
Harshil Kanakia's Merrill Lynch Experience September 2010 - August 2011
Job Manager, Administrative & Financial Services
Industry Government Administration
Experience
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

John Barbara John Barbara Greater San Diego Area Details
John Barbara's Merrill Lynch Experience April 2011 - July 2011
Job Financial Professional Associate at Prudential Financial
Industry Financial Services
Experience
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

Edward Troy Edward Troy Greater Los Angeles Area Details
Edward Troy's Merrill Lynch Experience August 2010 - June 2011
Job Portfolio Management Associate at Kayne Anderson Rudnick
Industry Financial Services
Experience
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

Priscilla Yip Priscilla Yip San Francisco, California Details
Priscilla Yip's Merrill Lynch Experience June 2013 - September 2013
Job Treasury Associate Analyst at Salesforce
Industry Financial Services
Experience
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

Stephanie Ly Stephanie Ly Greater Los Angeles Area Details
Stephanie Ly's Merrill Lynch Experience March 2008 - July 2008
Job Associate at AEW Capital Management
Industry Real Estate
Experience
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

Barbara Tu Barbara Tu Pasadena, California Details
Barbara Tu's Merrill Lynch Experience August 2009 - December 2009
Job Internal Auditor at Kaiser Permanente
Industry Hospital & Health Care
Experience
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

Young Eun Lee Young Eun Lee Los Angeles, California Details
Young Eun Lee's Merrill Lynch Experience August 2010 - December 2010
Job Analyst II, Financial Analysis at Hyundai Capital America
Industry Financial Services
Experience
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

Jason Mertz Jason Mertz Charlotte, North Carolina Area Details
Jason Mertz's Merrill Lynch Experience January 1999 - Present
Job SVP; Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Benjamin Yan Benjamin Yan Orange County, California Area Details
Benjamin Yan's Merrill Lynch Experience April 2012 - June 2012
Job Investment Analyst at KBS
Industry Real Estate
Experience
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

Kanel Arceno Kanel Arceno Greater Los Angeles Area Details
Kanel Arceno's Merrill Lynch Experience March 2009 - June 2009
Job Owner of Pili Manila Grill
Industry Restaurants
Experience
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

Alex Markowitz Alex Markowitz Calabasas, California Details
Alex Markowitz's Merrill Lynch Experience January 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Peter C. Karp Peter C. Karp San Francisco Bay Area Details
Peter C. Karp's Merrill Lynch Experience May 1993 - May 2004
Job Investment advisor guiding high net worth individuals & business owners to realize financial and investment goals
Industry Investment Management
Experience
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

Stephen Seo, CPA Stephen Seo, CPA Greater Los Angeles Area Details
Stephen Seo, CPA's Merrill Lynch Experience March 2010 - June 2010
Job Investment Advisor
Industry Banking
Experience
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

Tyler McGrath Tyler McGrath San Francisco Bay Area Details
Tyler McGrath's Merrill Lynch Experience August 2013 - October 2013
Job Account Executive at Glassdoor assisting companies build brand awareness and recruit top talent
Industry Internet
Experience
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

Deeba Zaman Deeba Zaman Rancho Cucamonga, California Details
Deeba Zaman's Merrill Lynch Experience April 2007 - Present
Job Client Associate/Complex Trainer at Merrill Lynch
Industry Financial Services
Experience
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

Samuel Salimian Samuel Salimian Orange County, California Area Details
Samuel Salimian's Merrill Lynch Experience June 2006 - July 2007
Job Territory Specialty Sales Manager
Industry Marketing and Advertising
Experience
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.)

James Abbuhl James Abbuhl Greater San Diego Area Details
James Abbuhl's Merrill Lynch Experience December 1987 - April 1997
Job VP of Sales & Marketing
Industry Computer & Network Security
Experience
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

Steven Nuccio Steven Nuccio Denver, Colorado Details
Steven Nuccio's Merrill Lynch Experience October 1996 - December 2008
Job Vice President Investments at UBS Financial Services Inc
Industry Financial Services
Experience
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

Sharon Chun Sharon Chun Los Angeles, California Details
Sharon Chun's Merrill Lynch Experience September 2012 - December 2012
Job Consultant at Protiviti
Industry Financial Services
Experience
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

Ronald E. Ridgeway, WMA, CRPC®, CDFA Ronald E. Ridgeway, WMA, CRPC®, CDFA Greater Los Angeles Area Details
Ronald E. Ridgeway, WMA, CRPC®, CDFA's Merrill Lynch Experience August 1994 - Present
Job Senior Vice President, Wealth Management at Merrill Lynch
Industry Investment Management
Experience
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

Simon Sekhon Simon Sekhon San Francisco Bay Area Details
Simon Sekhon's Merrill Lynch Experience August 2009 - December 2009
Job Senior Revenue Accountant at Symantec
Industry Financial Services
Experience
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

Mark Rhodes-Ousley, CISSP, CISM, MCSE:2003 Mark Rhodes-Ousley, CISSP, CISM, MCSE:2003 San Francisco Bay Area Details
Mark Rhodes-Ousley, CISSP, CISM, MCSE:2003's Merrill Lynch Experience December 2001 - September 2007
Job Chief Information Security Officer at Fremont Bank
Industry Banking
Experience
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

Veronica Chavarin Veronica Chavarin Greater Los Angeles Area Details
Veronica Chavarin's Merrill Lynch Experience January 2006 - February 2007
Job Senior Registered Client Associate Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Alexandro Pinedo Alexandro Pinedo Greater Los Angeles Area Details
Alexandro Pinedo's Merrill Lynch Experience January 2008 - December 2008
Job Junior Administrator at MS Fox & Associates, Inc. Actuaries & Benefit Consultants
Industry Financial Services
Experience
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

Cheryl Rigali Cheryl Rigali Beverly Hills, California Details
Cheryl Rigali's Merrill Lynch Experience June 2013 - Present
Job Wealth Management Banker at Merrill Lynch Wealth Management
Industry Banking
Experience
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

David Kleine David Kleine Greater Minneapolis-St. Paul Area Details
David Kleine's Merrill Lynch Experience January 1985 - April 1993
Job Realtor Coldwell Banker Burnet
Industry Real Estate
Experience
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

Bradley Margol Bradley Margol Newport Beach, California Details
Bradley Margol's Merrill Lynch Experience June 2007 - August 2007
Job National Marketing Manager at Quiksilver
Industry Marketing and Advertising
Experience
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

Austen Earle (austenearle@yahoo.com) Austen Earle (austenearle@yahoo.com) San Francisco, California Details
Austen Earle (austenearle@yahoo.com)'s Merrill Lynch Experience December 2013 - March 2014
Job Audit Associate at Deloitte
Industry Financial Services
Experience
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

Edwin Yoon Edwin Yoon Newport Beach, California Details
Edwin Yoon's Merrill Lynch Experience January 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   January 2013 - Present

Education
University of California, Riverside   1998 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General

Brooke Bullen Brooke Bullen San Francisco Bay Area Details
Brooke Bullen's Merrill Lynch Experience June 2006 - September 2006
Job Director at WCG, a W2O Company
Industry Public Relations and Communications
Experience
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

Philip Lok Philip Lok San Francisco Bay Area Details
Philip Lok's Merrill Lynch Experience October 2012 - December 2012
Job Analyst at Wells Fargo
Industry Investment Management
Experience
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

Haifeng Yao, M.B.A. CFA Haifeng Yao, M.B.A. CFA Dallas/Fort Worth Area Details
Haifeng Yao, M.B.A. CFA's Merrill Lynch Experience August 2010 - December 2010
Job Financial Analyst
Industry Financial Services
Experience
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

Kevin Wan Kevin Wan Greater San Diego Area Details
Kevin Wan's Merrill Lynch Experience August 2006 - February 2007
Job Manager, Supply Chain Analytics and Decision Support at FTD Companies, Inc.
Industry Information Technology and Services
Experience
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

Margaret Bass Margaret Bass Greater Minneapolis-St. Paul Area Details
Margaret Bass's Merrill Lynch Experience 1979 - 1982
Job Commercial Account Manager at Wilkins Solutions Enterprises
Industry Health, Wellness and Fitness
Experience
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

Alek Tan Alek Tan Universal City, California Details
Alek Tan's Merrill Lynch Experience January 2011 - April 2011
Job Senior Financial Analyst at NBCUniversal, Inc.
Industry Entertainment
Experience
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

Alex Opoulos Alex Opoulos Charleston, South Carolina Area Details
Alex Opoulos's Merrill Lynch Experience November 1994 - November 2009
Job Objectivity² Wealth Management
Industry Financial Services
Experience
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

Jonathan Belden Jonathan Belden San Francisco Bay Area Details
Jonathan Belden's Merrill Lynch Experience March 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Dustin Lee Dustin Lee Los Angeles, California Details
Dustin Lee's Merrill Lynch Experience 2007 - 2008
Job Summer Associate:Economic Valuation Services at KPMG US
Industry Financial Services
Experience
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

Aaron Silberman Aaron Silberman Greater New York City Area Details
Aaron Silberman's Merrill Lynch Experience October 2005 - January 2006
Job Business Development at Morgan Stanley
Industry Financial Services
Experience
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

Karan Bhatnagar Karan Bhatnagar San Francisco Bay Area Details
Karan Bhatnagar's Merrill Lynch Experience December 2012 - January 2013
Job Undergraduate Student, University of California, San Diego
Industry Management Consulting
Experience
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

Kevin Hong Kevin Hong Greater Los Angeles Area Details
Kevin Hong's Merrill Lynch Experience April 2007 - July 2007
Job Cofounder & CBD at Dealflicks
Industry Motion Pictures and Film
Experience
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

Michael Hou Michael Hou Pasadena, California Details
Michael Hou's Merrill Lynch Experience June 2014 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Laura Chen Laura Chen Los Angeles, California Details
Laura Chen's Merrill Lynch Experience March 2011 - June 2011
Job Footwear Developer at TOMS
Industry Apparel & Fashion
Experience
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

Edward Estes Edward Estes Dallas/Fort Worth Area Details
Edward Estes's Merrill Lynch Experience July 2008 - July 2010
Job Financial Advisor at Clearfork Wealth Management
Industry Financial Services
Experience
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

Andrew Vare Andrew Vare San Francisco Bay Area Details
Andrew Vare's Merrill Lynch Experience 1990 - 1992
Job Just Remnants Carpets
Industry Building Materials
Experience
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

Henry Catry, CFA Henry Catry, CFA Greater New York City Area Details
Henry Catry, CFA's Merrill Lynch Experience 1997 - 2003
Job Strategy || Mergers & Acquisitions || Business Development Professional
Industry Financial Services
Experience
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

Jing (Jane) Yu Jing (Jane) Yu San Francisco Bay Area Details
Jing (Jane) Yu's Merrill Lynch Experience July 2012 - September 2012
Job M.S. Data Analyst Candidate at USC Pursuing a Career in Information Technology
Industry Information Technology and Services
Experience
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

Eric Pham Eric Pham San Francisco Bay Area Details
Eric Pham's Merrill Lynch Experience June 2010 - September 2010
Job Business Analyst, Field Marketing at DocuSign
Industry Information Technology and Services
Experience
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

Zackery Kersh Zackery Kersh San Diego, California Details
Zackery Kersh's Merrill Lynch Experience June 2012 - September 2012
Job Estudiante de Academia Málaga
Industry Internet
Experience
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

Danielle Woods Danielle Woods San Diego, California Details
Danielle Woods's Merrill Lynch Experience 2006 - 2007
Job Gerber Goldschmidt Group
Industry Venture Capital & Private Equity
Experience
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

Joshua Braun Joshua Braun Cathedral City, California Details
Joshua Braun's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

David Pinkard David Pinkard San Francisco Bay Area Details
David Pinkard's Merrill Lynch Experience 2007 - 2009
Job Associate V.P. Senior Mortgage Consultant
Industry Financial Services
Experience
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

Deborah Archambault Deborah Archambault Santa Barbara, California Area Details
Deborah Archambault's Merrill Lynch Experience 1982 - 1989
Job Sales
Industry Real Estate
Experience
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

Nicholas Kim Nicholas Kim San Francisco Bay Area Details
Nicholas Kim's Merrill Lynch Experience August 2007 - August 2012
Job MBA
Industry Financial Services
Experience
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

Hansol Hong Hansol Hong Greater San Diego Area Details
Hansol Hong's Merrill Lynch Experience June 2009 - September 2009
Job CEO at Robolink
Industry Marketing and Advertising
Experience
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

Jerad Chao Jerad Chao Greater Los Angeles Area Details
Jerad Chao's Merrill Lynch Experience June 2015 - Present
Job Merrill Lynch Senior Financial Advisor First Vice President
Industry Financial Services
Experience
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

Benyam Mulugeta Benyam Mulugeta San Francisco Bay Area Details
Benyam Mulugeta's Merrill Lynch Experience March 2006 - October 2006
Job Principal at Mulugeta Development RealSpace3D
Industry Management Consulting
Experience
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

Henry Lam Henry Lam Greater Los Angeles Area Details
Henry Lam's Merrill Lynch Experience January 2011 - March 2011
Job Senior Media Planner, Emerging Media
Industry Marketing and Advertising
Experience
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

Ian Schoenleber Ian Schoenleber Greater Los Angeles Area Details
Ian Schoenleber's Merrill Lynch Experience June 2006 - June 2007
Job Director of Development at Idyllwild Arts Foundation
Industry Education Management
Experience
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

Bushra Khan Bushra Khan Anaheim, California Details
Bushra Khan's Merrill Lynch Experience July 2012 - September 2012
Job Assistant Buyer at Pacific Sunwear
Industry Retail
Experience
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

Anand Rengarajan Anand Rengarajan San Francisco Bay Area Details
Anand Rengarajan's Merrill Lynch Experience October 2012 - March 2013
Job Product Operations Manager at Zenefits
Industry Internet
Experience
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

Dana Vizzolini Dana Vizzolini San Francisco, California Details
Dana Vizzolini's Merrill Lynch Experience June 2010 - August 2010
Job Program Manager at ConnectSolutions Inc.
Industry Information Technology and Services
Experience
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

Julie Tsi Julie Tsi Seal Beach, California Details
Julie Tsi's Merrill Lynch Experience March 2006 - April 2011
Job Fulltime Mother and Marshall MBA Graduate seeking new career and enterprenueral opportunities
Industry Financial Services
Experience
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

Naijing Chen Naijing Chen Orange County, California Area Details
Naijing Chen's Merrill Lynch Experience September 2011 - March 2012
Job Accounting Manager at Centon Electronics
Industry Financial Services
Experience
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

Natalie Vertinski Natalie Vertinski San Francisco, California Details
Natalie Vertinski's Merrill Lynch Experience March 2009 - June 2009
Job Account Manager at Medline Industries
Industry Medical Devices
Experience
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

Hanna Min Hanna Min Greater Los Angeles Area Details
Hanna Min's Merrill Lynch Experience June 2005 - August 2005
Job Financial Analyst Assistant at UC Irvine
Industry Consumer Goods
Experience
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

Laura Limber Laura Limber Solana Beach, California Details
Laura Limber's Merrill Lynch Experience 2007 - 2007
Job Entrepreneur
Industry Financial Services
Experience
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

Richard Pena Richard Pena Greater Los Angeles Area Details
Richard Pena's Merrill Lynch Experience January 1987 - January 1990
Job Regional Sales Manager at Abbott Laboratories
Industry Pharmaceuticals
Experience
Abbott Laboratories  January 1990 - Present
Merrill Lynch   January 1987 - January 1990

Education
University of California, San Diego   1980 — 1985

Christian A. MacLean, CFA, CPA Christian A. MacLean, CFA, CPA Indian Wells, California Details
Christian A. MacLean, CFA, CPA's Merrill Lynch Experience December 2000 - February 2009
Job Investment Advisor at MacLean Capital Advisors, LLC
Industry Investment Management
Experience
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

Karen Cay Wong Karen Cay Wong Greater Los Angeles Area Details
Karen Cay Wong's Merrill Lynch Experience September 2008 - June 2009
Job Senior Financial Analyst at Forever 21
Industry Apparel & Fashion
Experience
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)

Noah Pak Noah Pak United States Details
Noah Pak's Merrill Lynch Experience April 2011 - August 2011
Job
Industry Computer Software
Experience
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

Denise Quimby Denise Quimby Chicago, Illinois Details
Denise Quimby's Merrill Lynch Experience June 1998 - August 1998
Job Seasoned Attorney with Diverse Legal Background
Industry Law Practice
Experience
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.

Christine Ngo Christine Ngo Greater San Diego Area Details
Christine Ngo's Merrill Lynch Experience 2008 - 2009
Job Research Analyst at Altegris
Industry Investment Management
Experience
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

Derek Dunne Derek Dunne San Francisco Bay Area Details
Derek Dunne's Merrill Lynch Experience July 2007 - September 2007
Job Lieutenant Vice President Marketing
Industry Financial Services
Experience
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

Farhad Attaie Farhad Attaie Brooklyn, New York Details
Farhad Attaie's Merrill Lynch Experience January 2004 - December 2006
Job Cofounder @hellosmile
Industry Hospital & Health Care
Experience
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

Fionah Cordova Lopez Fionah Cordova Lopez Greater Los Angeles Area Details
Fionah Cordova Lopez's Merrill Lynch Experience April 2015 - Present
Job Banking & Brokerage Investment Advisory
Industry Financial Services
Experience
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

Adam Roston Adam Roston San Francisco Bay Area Details
Adam Roston's Merrill Lynch Experience June 2003 - August 2006
Job Senior Vice President, Mergers & Acquisitions at IAC
Industry Online Media
Experience
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

Carrie Rose Carrie Rose Murrieta, California Details
Carrie Rose's Merrill Lynch Experience May 1998 - May 2002
Job Experienced Customer Service Oriented Individual
Industry Consumer Services
Experience
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

Kelly Lindsey Kelly Lindsey Orange County, California Area Details
Kelly Lindsey's Merrill Lynch Experience April 2015 - Present
Job VP Staffing Manager at Merrill Lynch
Industry Human Resources
Experience
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

Helen Kang Helen Kang San Francisco Bay Area Details
Helen Kang's Merrill Lynch Experience 1997 - 1999
Job Senior TraderTPG Public Equity Group
Industry Investment Management
Experience
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

Jeffrey M. Birnbaum Jeffrey M. Birnbaum Greater New York City Area Details
Jeffrey M. Birnbaum's Merrill Lynch Experience October 2007 - June 2010
Job CEO and Founder at 60East Technologies
Industry Computer Software
Experience
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

Ariel Bobroff Ariel Bobroff Greater Los Angeles Area Details
Ariel Bobroff's Merrill Lynch Experience January 2012 - Present
Job Senior Vice President Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
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

Mike Mitchell, CAIA Mike Mitchell, CAIA Greater San Diego Area Details
Mike Mitchell, CAIA's Merrill Lynch Experience June 2012 - December 2013
Job Financial Advisor at Citi
Industry Investment Management
Experience
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

Eric Stern Eric Stern San Francisco Bay Area Details
Eric Stern's Merrill Lynch Experience June 2006 - December 2008
Job Managing Director, Private Banking at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
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

Jeff Spence Jeff Spence San Francisco Bay Area Details
Jeff Spence's Merrill Lynch Experience February 2011 - September 2014
Job Vice President Private Banking at Morgan Stanley
Industry Banking
Experience
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

Dan Umansky Dan Umansky Greater San Diego Area Details
Dan Umansky's Merrill Lynch Experience 1986 - 1989
Job SVP, Business Consulting Group, First Allied
Industry Financial Services
Experience
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

Audrey Chang Audrey Chang Greater Los Angeles Area Details
Audrey Chang's Merrill Lynch Experience April 2000 - August 2005
Job Branch Service Manager Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
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

Thomas Aguna Thomas Aguna Orange County, California Area Details
Thomas Aguna's Merrill Lynch Experience September 2006 - December 2006
Job Client Associate, J.P. Morgan
Industry Investment Banking
Experience
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

Neil Kessel Neil Kessel Newport Beach, California Details
Neil Kessel's Merrill Lynch Experience February 1995 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Desiree Kessel Desiree Kessel Irvine, California Details
Desiree Kessel's Merrill Lynch Experience May 1995 - November 2000
Job Sales, Marketing and Brand Manager for Tiffany Kunz And Tatiana, high end costume jewelry designers
Industry Apparel & Fashion
Experience
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

Jonathan A. Liu Jonathan A. Liu San Francisco Bay Area Details
Jonathan A. Liu's Merrill Lynch Experience June 2007 - August 2007
Job Entrepreneur
Industry Internet
Experience
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

William Tyson William Tyson Greater Detroit Area Details
William Tyson's Merrill Lynch Experience May 2006 - September 2006
Job Administrative Fellow at Kaiser Permanente
Industry Hospital & Health Care
Experience
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

Peter Yoon, CFP®, CIMA®, CRPC® Peter Yoon, CFP®, CIMA®, CRPC® San Francisco Bay Area Details
Peter Yoon, CFP®, CIMA®, CRPC®'s Merrill Lynch Experience 2008 - Present
Job at Merrill Lynch
Industry Investment Management
Experience
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

Toni Ann Bernice S Chua Toni Ann Bernice S Chua Irvine, California Details
Toni Ann Bernice S Chua's Merrill Lynch Experience July 2005 - September 2005
Job Tax Specialist at Arnel
Industry Accounting
Experience
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

James Atwood, MBA James Atwood, MBA San Diego, California Details
James Atwood, MBA's Merrill Lynch Experience November 2011 - Present
Job AVP, Administrative Manager, Merrill Edge, Compliance and Supervision
Industry Financial Services
Experience
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

Dennis Alexander Dennis Alexander San Francisco Bay Area Details
Dennis Alexander's Merrill Lynch Experience July 2000 - May 2002
Job Senior Technical Recruiter at Salesforce.com
Industry Human Resources
Experience
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

Cynthia Ibarra Cynthia Ibarra Greater Los Angeles Area Details
Cynthia Ibarra's Merrill Lynch Experience Personal BankerCitibankJuly 2003 - September 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Christina M. Holmes Christina M. Holmes Jacksonville, Florida Details
Christina M. Holmes's Merrill Lynch Experience December 2013 - Present
Job Document Administrator I LMA Document Control Specialist
Industry Banking
Experience
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

Michael P. Buscemi Michael P. Buscemi Greater San Diego Area Details
Michael P. Buscemi's Merrill Lynch Experience March 2000 - October 2002
Job Product Owner / Business Analyst at Blue Hornet
Industry Computer Software
Experience
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

Jean Kim-Wall, JD/MBT, CFP® Jean Kim-Wall, JD/MBT, CFP® Greater Los Angeles Area Details
Jean Kim-Wall, JD/MBT, CFP®'s Merrill Lynch Experience December 2010 - Present
Job Director, Wealth Strategist at Merrill Lynch
Industry Financial Services
Experience
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

Bob Gunnarson Bob Gunnarson San Antonio, Texas Area Details
Bob Gunnarson's Merrill Lynch Experience June 1972 - July 2014
Job Sr. Vice President Wealth Management, retired
Industry Financial Services
Experience
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

Roger Schneider Roger Schneider Greater San Diego Area Details
Roger Schneider's Merrill Lynch Experience September 1999 - September 1999
Job Staff Accountant at Pacific Southwest Realty Services
Industry Accounting
Experience
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

Morgan Hsu Morgan Hsu Cerritos, California Details
Morgan Hsu's Merrill Lynch Experience October 2007 - September 2008
Job Product/Marketing Analyst at Yamaha
Industry Consumer Electronics
Experience
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

Charles Cline Charles Cline Greater Los Angeles Area Details
Charles Cline's Merrill Lynch Experience 2011 - May 2013
Job Vice President / Private Client Advisor at J.P. Morgan
Industry Financial Services
Experience
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

James Yum James Yum Greater Los Angeles Area Details
James Yum's Merrill Lynch Experience April 2011 - June 2011
Job Investment Analyst at MullinTBG Advisors
Industry Financial Services
Experience
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

D. Scott Kimball D. Scott Kimball Orange County, California Area Details
D. Scott Kimball's Merrill Lynch Experience 1995 - 2000
Job Venture Capital and Merchant Banking
Industry Venture Capital & Private Equity
Experience
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

Abhinav Mathur Abhinav Mathur San Francisco Bay Area Details
Abhinav Mathur's Merrill Lynch Experience March 2012 - September 2012
Job CEO and CoFounder at HulaLoop
Industry Computer Software
Experience
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

David Hung David Hung Greater Los Angeles Area Details
David Hung's Merrill Lynch Experience May 2011 - June 2012
Job Senior Consultant at Deloitte
Industry Accounting
Experience
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

edward troy edward troy Greater Los Angeles Area Details
edward troy's Merrill Lynch Experience August 2010 - Present
Job FA at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2010 - Present

Education
University of California, San Diego   2007 — 2011
B.A., Economics

Collin Yang-Wong Collin Yang-Wong San Francisco Bay Area Details
Collin Yang-Wong's Merrill Lynch Experience June 2011 - August 2011
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Biotechnology
Experience
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

Sherry Hua Sherry Hua Arcadia, California Details
Sherry Hua's Merrill Lynch Experience 2011 - 2011
Job Insurance Agent at SMK Insurance Agency
Industry Import and Export
Experience
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

Amanda Duty Amanda Duty Greater San Diego Area Details
Amanda Duty's Merrill Lynch Experience December 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2011 - Present

Education
University of California, San Diego   2004 — 2009
Management Science & International Studies, Business/Managerial Economics

Chloe Kaliman Chloe Kaliman San Francisco Bay Area Details
Chloe Kaliman's Merrill Lynch Experience June 2011 - July 2011
Job Operations at DoubleDutch
Industry Computer Software
Experience
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

Kevin M. Davis Kevin M. Davis Greater New York City Area Details
Kevin M. Davis's Merrill Lynch Experience 2001 - 2009
Job Executive Vice President at JLL
Industry Commercial Real Estate
Experience
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

Phillip Matsutani Phillip Matsutani Lafayette, California Details
Phillip Matsutani's Merrill Lynch Experience May 2015 - Present
Job Administration Assistant III at Merrill Lynch
Industry Financial Services
Experience
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

Samantha Saiki Samantha Saiki Orange County, California Area Details
Samantha Saiki's Merrill Lynch Experience 1999 - 2003
Job Senior Hepatology Specialist at AbbVie
Industry Pharmaceuticals
Experience
AbbVie  January 2014 - Present
AbbVie  April 2003 - Present
Merrill Lynch   1999 - 2003

Skills
Sales, Leadership, Cardiology, Gastroenterology, Endocrinology, Urology, Infectious Diseases, Healthcare, Pharmaceutical Sales

Education
University of California, Riverside

Allison McDonell Allison McDonell Greater Atlanta Area Details
Allison McDonell's Merrill Lynch Experience March 1996 - February 2007
Job
Industry Financial Services
Experience
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

Charmaine Ji Charmaine Ji United States Details
Charmaine Ji's Merrill Lynch Experience 2000 - 2003
Job
Industry
Experience
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

Clinton Greene Clinton Greene San Francisco Bay Area Details
Clinton Greene's Merrill Lynch Experience November 2013 - Present
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
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

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