Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Bobby Sheehan Bobby Sheehan's Merrill Lynch Experience June 2015 - August 2015
Job Student at University of Dayton
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
The Financial Strategies Group, Inc May 2014 - August 2014
Skills
Social Media, Microsoft Office, Teamwork, Photoshop, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, SAS, Research
Education
University of Dayton 2012 — 2016
Merrill Lynch June 2015 - August 2015
The Financial Strategies Group, Inc May 2014 - August 2014
Skills
Social Media, Microsoft Office, Teamwork, Photoshop, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, SAS, Research
Education
University of Dayton 2012 — 2016
Daniel O'Halloran Daniel O'Halloran's Merrill Lynch Experience October 2012 - May 2014
Job Digital Media Executive at Essence
Industry Marketing and Advertising
Experience
Essence June 2014 - Present
Merrill Lynch October 2012 - May 2014
ING Financial Partners May 2011 - June 2012
Skills
Series 7, Series 66, Life, Accident & Health...
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance
Ridge High School 2003 — 2007
Essence June 2014 - Present
Merrill Lynch October 2012 - May 2014
ING Financial Partners May 2011 - June 2012
Skills
Series 7, Series 66, Life, Accident & Health...
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance
Ridge High School 2003 — 2007
Lisa D'Agostino's Merrill Lynch Experience July 2010 - Present
Job Marketing Program Manager at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch July 2010 - Present
D4 Creative Group June 2009 - July 2010
Tierney Communications September 2008 - May 2009
MB & Associates June 2008 - August 2008
Skills
Marketing Communications, Email Marketing, Digital Marketing, Copywriting, Marketing Strategy, Interactive Marketing, Direct Marketing, Public Relations, Social Media Marketing, Event Planning, Marketing, Blogging, B2B
Education
University of Delaware 2005 — 2008
BA, Communication & Journalism
Merrill Lynch July 2010 - Present
D4 Creative Group June 2009 - July 2010
Tierney Communications September 2008 - May 2009
MB & Associates June 2008 - August 2008
Skills
Marketing Communications, Email Marketing, Digital Marketing, Copywriting, Marketing Strategy, Interactive Marketing, Direct Marketing, Public Relations, Social Media Marketing, Event Planning, Marketing, Blogging, B2B
Education
University of Delaware 2005 — 2008
BA, Communication & Journalism
Barbara Mancia's Merrill Lynch Experience May 1977 - May 2001
Job Realtor
Industry Real Estate
Experience
Century 21 June 2005 - Present
JPMorgan Chase May 1998 - October 2001
Merrill Lynch May 1977 - May 2001
Skills
Short Sales, REO, Sellers, Foreclosures, Listings, Waterfront, New Home Sales, Condos, Seniors, Luxury, Rentals, Buyers, SFR
Education
University of Dayton 1974 — 1977
South Side High School, Rockville Center, NY 1970 — 1974
Century 21 June 2005 - Present
JPMorgan Chase May 1998 - October 2001
Merrill Lynch May 1977 - May 2001
Skills
Short Sales, REO, Sellers, Foreclosures, Listings, Waterfront, New Home Sales, Condos, Seniors, Luxury, Rentals, Buyers, SFR
Education
University of Dayton 1974 — 1977
South Side High School, Rockville Center, NY 1970 — 1974
Jen Zerhusen Jen Zerhusen's Merrill Lynch Experience June 2009 - August 2009
Job Senior Associate at Publicis LifeBrands Evolvr
Industry Marketing and Advertising
Experience
Digitas Health December 2013 - Present
JP Morgan January 2010 - November 2013
Merrill Lynch June 2009 - August 2009
Skills
Asset Management, Financial Services, Fixed Income, Forecasting, Middle Office, Trade Operations, High Yield, Distressed Debt, Budget Forecasts, Financial Controlling, International, International Business..., Prospecting Skills, Business Strategy, Offshore Outsourcing, International Operations
Education
University of Delaware 2006 — 2010
Bachelor of Science, Finance/Economics
Digitas Health December 2013 - Present
JP Morgan January 2010 - November 2013
Merrill Lynch June 2009 - August 2009
Skills
Asset Management, Financial Services, Fixed Income, Forecasting, Middle Office, Trade Operations, High Yield, Distressed Debt, Budget Forecasts, Financial Controlling, International, International Business..., Prospecting Skills, Business Strategy, Offshore Outsourcing, International Operations
Education
University of Delaware 2006 — 2010
Bachelor of Science, Finance/Economics
Gregory Quinton, CPA's Merrill Lynch Experience June 2010 - August 2010
Job Analyst, Business Management & Analysis at Morgan, Lewis & Bockius LLP
Industry Legal Services
Experience
Morgan, Lewis & Bockius LLP March 2015 - Present
KPMG US October 2012 - February 2015
State Street June 2010 - August 2012
KPMG US June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Auditing, Public Speaking, Management
Education
University of Delaware 2008 — 2012
Honors Bachelor of Science (BS), Accounting and Finance
Morgan, Lewis & Bockius LLP March 2015 - Present
KPMG US October 2012 - February 2015
State Street June 2010 - August 2012
KPMG US June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Auditing, Public Speaking, Management
Education
University of Delaware 2008 — 2012
Honors Bachelor of Science (BS), Accounting and Finance
Stephen Konsler Stephen Konsler's Merrill Lynch Experience November 2013 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Mesirow Financial April 2011 - November 2013
Mesirow Financial June 2010 - April 2011
Carbon Green LLC January 2010 - March 2010
Siemens Healthcare (Dade Behring) June 2007 - August 2007
Skills
Customer Service, Financial Modeling, Finance, Financial Analysis, Mutual Funds, Microsoft Excel, PowerPoint, Equities, Portfolio Management, Investments, Public Speaking, Series 7, Social Media, Microsoft Word, Microsoft Office
Education
University of Dayton 2006 — 2010
B.S., Accounting, Finance
Merrill Lynch November 2013 - Present
Mesirow Financial April 2011 - November 2013
Mesirow Financial June 2010 - April 2011
Carbon Green LLC January 2010 - March 2010
Siemens Healthcare (Dade Behring) June 2007 - August 2007
Skills
Customer Service, Financial Modeling, Finance, Financial Analysis, Mutual Funds, Microsoft Excel, PowerPoint, Equities, Portfolio Management, Investments, Public Speaking, Series 7, Social Media, Microsoft Word, Microsoft Office
Education
University of Dayton 2006 — 2010
B.S., Accounting, Finance
Luke Furjanic Luke Furjanic's Merrill Lynch Experience May 2012 - August 2012
Job Inside Sales Representative at Temperature Equipment Corporation
Industry Marketing and Advertising
Experience
Temperature Equipment Corporation October 2014 - Present
Temperature Equipment Corporation August 2013 - October 2014
Merrill Lynch May 2012 - August 2012
College Pro May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Marketing, Time Management, Sales Management, Customer Satisfaction
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Temperature Equipment Corporation October 2014 - Present
Temperature Equipment Corporation August 2013 - October 2014
Merrill Lynch May 2012 - August 2012
College Pro May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Marketing, Time Management, Sales Management, Customer Satisfaction
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Cynthia (Cyndy) Houck Cynthia (Cyndy) Houck's Merrill Lynch Experience June 1996 - June 2009
Job Financial Advisor since 1996
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Houck Business Services June 2009 - Present
Merrill Lynch June 1996 - June 2009
Bellsouth Mobility June 1994 - June 1996
AT&T Wireless South Florida June 1989 - June 1996
Skills
Portfolio Management, Asset Management, Banking, Investments, Commercial Lending, Financial Planning, Financial Analysis, Life Insurance, Commercial Insurance, Business Protection..., College Education..., Retirement Planning, Retirement Plan..., Business Sales &..., Telecommunications, Customer Service, Finance, Insurance, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Research, Wealth Management
Education
University of Delaware
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley November 2011 - Present
Houck Business Services June 2009 - Present
Merrill Lynch June 1996 - June 2009
Bellsouth Mobility June 1994 - June 1996
AT&T Wireless South Florida June 1989 - June 1996
Skills
Portfolio Management, Asset Management, Banking, Investments, Commercial Lending, Financial Planning, Financial Analysis, Life Insurance, Commercial Insurance, Business Protection..., College Education..., Retirement Planning, Retirement Plan..., Business Sales &..., Telecommunications, Customer Service, Finance, Insurance, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Risk Management, Research, Wealth Management
Education
University of Delaware
Bachelor of Science (BS), Business Administration and Management, General
Kyle Finn Kyle Finn's Merrill Lynch Experience 2015 - Present
Job Team Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
Perkins Local Schools May 2014 - June 2015
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Teamwork, Time Management
Education
University of Dayton 2010 — 2014
Bachelor’s Degree, Pre-Medicine/Pre-Medical Studies, Graduate- May 2014
Perkins High School 2006 — 2010
High School, High School Valedictorian
Merrill Lynch 2015 - Present
Perkins Local Schools May 2014 - June 2015
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Teamwork, Time Management
Education
University of Dayton 2010 — 2014
Bachelor’s Degree, Pre-Medicine/Pre-Medical Studies, Graduate- May 2014
Perkins High School 2006 — 2010
High School, High School Valedictorian
Raymond Chase Raymond Chase's Merrill Lynch Experience September 2004 - April 2012
Job Senior Portfolio Manager and Wealth Advisor with 25+ years of experience
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Merrill Lynch September 2004 - April 2012
Merrill Lynch August 1996 - April 2012
Morgan Stanley May 1987 - February 1996
Skills
Strategic Financial..., Portfolio Management, Alternative Investments, Wealth Management, Retirement Planning, Series 7, Investment Management, Asset Allocation, Securities, Financial Advisory
Education
University of Delaware 1980 — 1984
BS, Finance
UBS Wealth Management April 2012 - Present
Merrill Lynch September 2004 - April 2012
Merrill Lynch August 1996 - April 2012
Morgan Stanley May 1987 - February 1996
Skills
Strategic Financial..., Portfolio Management, Alternative Investments, Wealth Management, Retirement Planning, Series 7, Investment Management, Asset Allocation, Securities, Financial Advisory
Education
University of Delaware 1980 — 1984
BS, Finance
Danielle Mederos's Merrill Lynch Experience July 2015 - Present
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch October 2013 - July 2015
Wellcare October 2011 - October 2013
Skills
Microsoft Word, Microsoft Excel, Outlook Express, Salesforce.com, Cactus, Sidewinder, Emptoris, Microsoft Powerpoint, OmniFlow, Social Media, PowerPoint, Data Analysis, Sales, Advertising, Recruiting, Research, Outlook, New Business Development, Social Networking, Time Management, Management, Marketing, Social Media Marketing, Microsoft Office
Education
University of Delaware 2007 — 2011
Bachelor of Arts (B.A.), International Relations
Merrill Lynch July 2015 - Present
Merrill Lynch October 2013 - July 2015
Wellcare October 2011 - October 2013
Skills
Microsoft Word, Microsoft Excel, Outlook Express, Salesforce.com, Cactus, Sidewinder, Emptoris, Microsoft Powerpoint, OmniFlow, Social Media, PowerPoint, Data Analysis, Sales, Advertising, Recruiting, Research, Outlook, New Business Development, Social Networking, Time Management, Management, Marketing, Social Media Marketing, Microsoft Office
Education
University of Delaware 2007 — 2011
Bachelor of Arts (B.A.), International Relations
Jennifer Kremer Jennifer Kremer's Merrill Lynch Experience April 2002 - August 2005
Job Senior Financial Consultant, Individual Client Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Phone Pro August 2010 - July 2011
American Funds November 2008 - August 2010
Fidelity Investments November 2007 - November 2008
TIAA-CREF August 2005 - November 2007
Merrill Lynch April 2002 - August 2005
Accenture January 2000 - February 2002
Education
University of Dayton 1995 — 1999
Bachelors of Science, Business Adminsatration
TIAA-CREF July 2011 - Present
Phone Pro August 2010 - July 2011
American Funds November 2008 - August 2010
Fidelity Investments November 2007 - November 2008
TIAA-CREF August 2005 - November 2007
Merrill Lynch April 2002 - August 2005
Accenture January 2000 - February 2002
Education
University of Dayton 1995 — 1999
Bachelors of Science, Business Adminsatration
Chris Branick's Merrill Lynch Experience 2013 - 2013
Job Investment Consultant
Industry Financial Services
Experience
Scottrade January 2015 - Present
Chaminade Julienne High School 2011 - January 2015
Branick Properties 2011 - January 2015
Merrill Lynch 2013 - 2013
Build. Real Estate Investor Services 2010 - 2011
Skills
Series 7, Series 66, Investments, Mutual Funds, Asset Management, Retirement Planning, Solution Selling, Relationship Management, Business Relationship..., Real Estate, Investment Properties, Salesforce.com, Property Management, Building Relationships, Customer Service, Public Speaking, Leadership, Sales
Education
University of Dayton
Bachelor of Science (BS), Finance, General
Chaminade Julienne H.S.
Scottrade January 2015 - Present
Chaminade Julienne High School 2011 - January 2015
Branick Properties 2011 - January 2015
Merrill Lynch 2013 - 2013
Build. Real Estate Investor Services 2010 - 2011
Skills
Series 7, Series 66, Investments, Mutual Funds, Asset Management, Retirement Planning, Solution Selling, Relationship Management, Business Relationship..., Real Estate, Investment Properties, Salesforce.com, Property Management, Building Relationships, Customer Service, Public Speaking, Leadership, Sales
Education
University of Dayton
Bachelor of Science (BS), Finance, General
Chaminade Julienne H.S.
Carly Epstein Carly Epstein's Merrill Lynch Experience September 2004 - January 2005
Job Senior Human Resources Manager at ICAP North America
Industry Financial Services
Experience
ICAP North America February 2006 - Present
Easter Seals New Jersey January 2005 - January 2006
Merrill Lynch September 2004 - January 2005
Skills
Employee Benefits, Healthcare Reform, Qualified Retirement..., HRIS Database Management, ADP Payroll, Claims Resolution, COBRA, Family Medical Leave Act, Employee Relations, FMLA, HR Policies, HRIS, Health Care Reform, Human Resources, Microsoft Excel, Talent Acquisition
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), Leadership & Consumer Economics - Human Resources
ICAP North America February 2006 - Present
Easter Seals New Jersey January 2005 - January 2006
Merrill Lynch September 2004 - January 2005
Skills
Employee Benefits, Healthcare Reform, Qualified Retirement..., HRIS Database Management, ADP Payroll, Claims Resolution, COBRA, Family Medical Leave Act, Employee Relations, FMLA, HR Policies, HRIS, Health Care Reform, Human Resources, Microsoft Excel, Talent Acquisition
Education
University of Delaware 2000 — 2004
Bachelor of Science (BS), Leadership & Consumer Economics - Human Resources
Gianina Alagia Gianina Alagia's Merrill Lynch Experience May 2013 - August 2013
Job Global Banking and Brokerage Consultant at FactSet Research Systems
Industry Financial Services
Experience
FactSet September 2014 - Present
The Davis Center for Portfolio Management April 2012 - May 2014
University of Dayton Athletic Communications August 2010 - May 2014
Merrill Lynch May 2013 - August 2013
Lord & Taylor December 2012 - July 2013
Skills
InDesign, Microsoft Excel, Social Media Marketing, Research, Management, Sales, Facebook, Bloomberg, PowerPoint, Investments, Sports, Trading, Event Planning, Microsoft Office, Social Media, Analysis
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), School of Business Administraion, Finance and Psychology
Kellenberg Memorial High School 2006 — 2010
FactSet September 2014 - Present
The Davis Center for Portfolio Management April 2012 - May 2014
University of Dayton Athletic Communications August 2010 - May 2014
Merrill Lynch May 2013 - August 2013
Lord & Taylor December 2012 - July 2013
Skills
InDesign, Microsoft Excel, Social Media Marketing, Research, Management, Sales, Facebook, Bloomberg, PowerPoint, Investments, Sports, Trading, Event Planning, Microsoft Office, Social Media, Analysis
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), School of Business Administraion, Finance and Psychology
Kellenberg Memorial High School 2006 — 2010
Frank J Palmeri's Merrill Lynch Experience July 1980 - June 1991
Job Founder & Managing Member of Broadscope Fund Administrators
Industry Financial Services
Experience
Broadscope Fund Administrators October 2011 - Present
State Street 2007 - 2009
Palmeri Fund Administrators 1991 - 2009
Merrill Lynch July 1980 - June 1991
EY June 1977 - July 1980
Skills
Private Equity, Fund Of Funds, Alternative Investments, Fund Administration, Venture Capital, LBO, Executive Management, Valuation, Mutual Funds, Due Diligence, Corporate Development, Equities, Asset Management, Fund Accounting, Auditing, Management, Mergers & Acquisitions
Education
NYU Stern School of Business 1982 — 1986
MBA, Marketing and Finance
University of Dayton 1973 — 1977
Bachelor of Science, Accounting, Finance
Broadscope Fund Administrators October 2011 - Present
State Street 2007 - 2009
Palmeri Fund Administrators 1991 - 2009
Merrill Lynch July 1980 - June 1991
EY June 1977 - July 1980
Skills
Private Equity, Fund Of Funds, Alternative Investments, Fund Administration, Venture Capital, LBO, Executive Management, Valuation, Mutual Funds, Due Diligence, Corporate Development, Equities, Asset Management, Fund Accounting, Auditing, Management, Mergers & Acquisitions
Education
NYU Stern School of Business 1982 — 1986
MBA, Marketing and Finance
University of Dayton 1973 — 1977
Bachelor of Science, Accounting, Finance
Denny Clanton Denny Clanton's Merrill Lynch Experience December 2008 - February 2012
Job Accounting and Audit
Industry Accounting
Experience
Brightstar October 2013 - Present
BP December 2012 - October 2013
GE Capital October 2012 - December 2012
GE Capital February 2012 - September 2012
Merrill Lynch December 2008 - February 2012
First National Bank of Danville October 2007 - November 2008
Sports Made Personal August 2006 - March 2007
Chicago Fire Soccer Club February 2004 - May 2006
Skills
Finance, Portfolio Management, Investments, Financial Risk, Valuation, Auditing, Treasury Management, Internal Audit, Variance Analysis, Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, US GAAP, GAAP, Financial Reporting, Analysis, Financial Modeling
Education
University of Dayton 2000 — 2004
BBA, Finance
Brightstar October 2013 - Present
BP December 2012 - October 2013
GE Capital October 2012 - December 2012
GE Capital February 2012 - September 2012
Merrill Lynch December 2008 - February 2012
First National Bank of Danville October 2007 - November 2008
Sports Made Personal August 2006 - March 2007
Chicago Fire Soccer Club February 2004 - May 2006
Skills
Finance, Portfolio Management, Investments, Financial Risk, Valuation, Auditing, Treasury Management, Internal Audit, Variance Analysis, Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, Sarbanes-Oxley Act, US GAAP, GAAP, Financial Reporting, Analysis, Financial Modeling
Education
University of Dayton 2000 — 2004
BBA, Finance
Jason Bromberg Jason Bromberg's Merrill Lynch Experience October 1999 - January 2001
Job IT Associate at Viscogliosi Brothers LLC.
Industry Information Technology and Services
Experience
Viscogliosi Brothers LLC. October 2010 - Present
Orrick, Herrington & Sutcliffe LLP April 2006 - September 2010
Getronics (CompuCom) Onsite at AXA Equitable December 2002 - April 2006
JBI Consulting June 2001 - September 2004
Paradigm 4, Inc January 2001 - March 2001
Merrill Lynch October 1999 - January 2001
Skills
Mobile Device Management, IT Management, iPhone Support, Mobile Devices, Enterprise Mobility, Desktop Application..., Account Administration, Remote User Support, Active Directory, LogMeIn, User Administration, Desktop Deployment, Windows support, Desktop Imaging, iPad, Mobile Technology, Entrepreneurship, Mobile Media, Software Documentation, XP
Education
University of Phoenix 2008 — 2010
MBA, Information Technology
University of Delaware 1992 — 1995
Bachelor of Arts, History
Matawan Regional H.S. 1987 — 1991
Viscogliosi Brothers LLC. October 2010 - Present
Orrick, Herrington & Sutcliffe LLP April 2006 - September 2010
Getronics (CompuCom) Onsite at AXA Equitable December 2002 - April 2006
JBI Consulting June 2001 - September 2004
Paradigm 4, Inc January 2001 - March 2001
Merrill Lynch October 1999 - January 2001
Skills
Mobile Device Management, IT Management, iPhone Support, Mobile Devices, Enterprise Mobility, Desktop Application..., Account Administration, Remote User Support, Active Directory, LogMeIn, User Administration, Desktop Deployment, Windows support, Desktop Imaging, iPad, Mobile Technology, Entrepreneurship, Mobile Media, Software Documentation, XP
Education
University of Phoenix 2008 — 2010
MBA, Information Technology
University of Delaware 1992 — 1995
Bachelor of Arts, History
Matawan Regional H.S. 1987 — 1991
Kimberly Pyfrom Kimberly Pyfrom's Merrill Lynch Experience April 2005 - July 2007
Job Client Banking Analyst
Industry Financial Services
Experience
Sedgwick, Inc. July 2012 - Present
BlackRock 2007 - February 2011
Merrill Lynch April 2005 - July 2007
Merrill Lynch July 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Outlook, Bloomberg Terminal, Equity Trading, Customer Service, Business Analysis
Education
University of Dayton 1999 — 2003
BS, Finance
Sedgwick, Inc. July 2012 - Present
BlackRock 2007 - February 2011
Merrill Lynch April 2005 - July 2007
Merrill Lynch July 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Outlook, Bloomberg Terminal, Equity Trading, Customer Service, Business Analysis
Education
University of Dayton 1999 — 2003
BS, Finance
Richard Grunder's Merrill Lynch Experience November 2004 - April 2006
Job Executive Director at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan January 2010 - Present
Childhaven April 2011 - Present
Kids Co. September 2002 - September 2012
BNY Mellon April 2006 - December 2009
Social Venture Partners Seattle 2006 - 2008
Merrill Lynch November 2004 - April 2006
Sanford C. Bernstein July 2001 - September 2004
Skills
Series 7, Finance, Risk Management, Financial Modeling, Investments, Alternative Investments, Asset Management, Estate Planning, Portfolio Management, Management, Asset Allocation, Wealth Management, Mergers & Acquisitions, Financial Analysis, Equities, Strategic Financial..., Retirement Planning, Valuation, Capital Markets
Education
University of Dayton 1989 — 1992
Bachelor of Arts (B.A.), Economics
J.P. Morgan January 2010 - Present
Childhaven April 2011 - Present
Kids Co. September 2002 - September 2012
BNY Mellon April 2006 - December 2009
Social Venture Partners Seattle 2006 - 2008
Merrill Lynch November 2004 - April 2006
Sanford C. Bernstein July 2001 - September 2004
Skills
Series 7, Finance, Risk Management, Financial Modeling, Investments, Alternative Investments, Asset Management, Estate Planning, Portfolio Management, Management, Asset Allocation, Wealth Management, Mergers & Acquisitions, Financial Analysis, Equities, Strategic Financial..., Retirement Planning, Valuation, Capital Markets
Education
University of Dayton 1989 — 1992
Bachelor of Arts (B.A.), Economics
Christine Whyld Christine Whyld's Merrill Lynch Experience October 2006 - February 2008
Job GMS Recruiter at Facebook
Industry Human Resources
Experience
Facebook January 2015 - Present
Google October 2013 - January 2015
EY August 2010 - October 2013
Lehman Brothers/Barclays Capital February 2008 - August 2010
Merrill Lynch October 2006 - February 2008
JP Morgan Chase June 2000 - August 2005
Skills
Talent Acquisition, Talent Management, Recruiting, Financial Services, Risk Management, Equities, Leadership, Trading, Coaching, Financial Advisory, Financial Analysis, Financial Modeling, Banking, Financial Risk, Corporate Finance
Education
University of Delaware
Bachelor of Science, Economics
Facebook January 2015 - Present
Google October 2013 - January 2015
EY August 2010 - October 2013
Lehman Brothers/Barclays Capital February 2008 - August 2010
Merrill Lynch October 2006 - February 2008
JP Morgan Chase June 2000 - August 2005
Skills
Talent Acquisition, Talent Management, Recruiting, Financial Services, Risk Management, Equities, Leadership, Trading, Coaching, Financial Advisory, Financial Analysis, Financial Modeling, Banking, Financial Risk, Corporate Finance
Education
University of Delaware
Bachelor of Science, Economics
Brian Aston's Merrill Lynch Experience 2000 - 2002
Job Prime Brokerage Asset Services
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
SS&C GlobeOp September 2013 - May 2014
Credit Suisse January 2012 - September 2012
Newedge Group LLC July 2009 - January 2012
Goldman Sachs 2005 - 2008
Merrill Lynch 2000 - 2002
Skills
Equities, Prime Brokerage, Fixed Income, Client Service Oriented, Relationship Management, Securities, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Back Office, Options, Middle Office, Settlement, Client Services, Corporate Actions, Financial Services, Financial Markets, Capital Markets
Education
University of Delaware 1996 — 2000
BA, Economics & Business
Cheshire High School
JPMorgan Chase June 2014 - Present
SS&C GlobeOp September 2013 - May 2014
Credit Suisse January 2012 - September 2012
Newedge Group LLC July 2009 - January 2012
Goldman Sachs 2005 - 2008
Merrill Lynch 2000 - 2002
Skills
Equities, Prime Brokerage, Fixed Income, Client Service Oriented, Relationship Management, Securities, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Back Office, Options, Middle Office, Settlement, Client Services, Corporate Actions, Financial Services, Financial Markets, Capital Markets
Education
University of Delaware 1996 — 2000
BA, Economics & Business
Cheshire High School
Karen Finneran's Merrill Lynch Experience June 1985 - February 2001
Job Accountant at Stacy Garcia, Inc
Industry Hospitality
Experience
Stacy Garcia, Inc November 2009 - Present
Merrill Lynch June 1985 - February 2001
Skills
Marketing, Budgets, Accruals, Journal Entries, Sales, Fixed Assets, Bank Reconciliation, Strategic Planning, General Ledger
Education
University of Delaware
Bachelor of Science (B.S.), Accounting
Stacy Garcia, Inc November 2009 - Present
Merrill Lynch June 1985 - February 2001
Skills
Marketing, Budgets, Accruals, Journal Entries, Sales, Fixed Assets, Bank Reconciliation, Strategic Planning, General Ledger
Education
University of Delaware
Bachelor of Science (B.S.), Accounting
Carolyn E. Martin's Merrill Lynch Experience 2001 - 2008
Job Managing Partner, Groschup Martin Wealth Management Group, LLC
Industry Financial Services
Experience
GROSCHUP MARTIN WEALTH MANAGEMENT GROUP, LLC October 2010 - Present
Wells Fargo Advisors November 2008 - October 2010
MERRILL LYNCH, DOWNTOWN October 2001 - November 2008
Merrill Lynch 2001 - 2008
VISION MANAGEMENT INTERNATIONAL June 2000 - October 2001
Vision 2001 June 1993 - June 2000
IBM CORPORATION February 1992 - June 1993
IBM Corporation January 1990 - February 1992
IBM Corporation April 1989 - January 1990
IBM CORPORATION January 1984 - April 1988
Skills
Program Management, Strategic Planning, Finance, Wealth Management, CRM, New Business Development, Marketing Strategy, Financial Services, Team Building, Organizational..., Insurance, Series 7, Financial Advisory, Investment Strategies, Risk Management, Sales Operations, Market Research, Team Management, Business Process, Customer Satisfaction, Small Business, Portfolio Management, Fixed Annuities, Retirement Planning, Leadership, Management, Strategy, Marketing, Investments
Education
University of Dayton 1968 — 1972
MBA, Finance
University of Tennessee 1968 — 1972
BS, Marketing and Business Administration
GROSCHUP MARTIN WEALTH MANAGEMENT GROUP, LLC October 2010 - Present
Wells Fargo Advisors November 2008 - October 2010
MERRILL LYNCH, DOWNTOWN October 2001 - November 2008
Merrill Lynch 2001 - 2008
VISION MANAGEMENT INTERNATIONAL June 2000 - October 2001
Vision 2001 June 1993 - June 2000
IBM CORPORATION February 1992 - June 1993
IBM Corporation January 1990 - February 1992
IBM Corporation April 1989 - January 1990
IBM CORPORATION January 1984 - April 1988
Skills
Program Management, Strategic Planning, Finance, Wealth Management, CRM, New Business Development, Marketing Strategy, Financial Services, Team Building, Organizational..., Insurance, Series 7, Financial Advisory, Investment Strategies, Risk Management, Sales Operations, Market Research, Team Management, Business Process, Customer Satisfaction, Small Business, Portfolio Management, Fixed Annuities, Retirement Planning, Leadership, Management, Strategy, Marketing, Investments
Education
University of Dayton 1968 — 1972
MBA, Finance
University of Tennessee 1968 — 1972
BS, Marketing and Business Administration
John Reges's Merrill Lynch Experience June 2011 - August 2011
Job Inside Sales Representative at Reyes Beverage Group
Industry Financial Services
Experience
Reyes Beverage Group March 2014 - Present
Butch McGuire's Inc. August 2013 - September 2014
Old Angler's Inn June 2008 - August 2013
Constellation June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Analysis, Sales, Business Development, Finance, Investments, Social Media, Real Estate, Customer Relations, Relationship Building, Adaptation, Salesforce.com, Networking, Restaurants, Inventory Management, Management, Customer Service, Microsoft Word, Microsoft Office, Leadership, Time Management, PowerPoint
Education
University of Dayton 2007 — 2013
Bachelor of Business Administration (B.B.A.), Finance and International Business
Gonzaga College High School 2005 — 2009
Reyes Beverage Group March 2014 - Present
Butch McGuire's Inc. August 2013 - September 2014
Old Angler's Inn June 2008 - August 2013
Constellation June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Analysis, Sales, Business Development, Finance, Investments, Social Media, Real Estate, Customer Relations, Relationship Building, Adaptation, Salesforce.com, Networking, Restaurants, Inventory Management, Management, Customer Service, Microsoft Word, Microsoft Office, Leadership, Time Management, PowerPoint
Education
University of Dayton 2007 — 2013
Bachelor of Business Administration (B.B.A.), Finance and International Business
Gonzaga College High School 2005 — 2009
Andrew O'Fee's Merrill Lynch Experience July 1987 - March 2003
Job Crump Mortgage NMLS #161130 Co. ID #77047
Industry Banking
Experience
Crump Mortgage February 2009 - Present
Duncan-Williams, Inc. August 2005 - December 2007
BOK Financial January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Fort Lee Fire Department September 1983 - September 1993
Skills
First Time Home Buyers, Market Analysis, Refinance, FHA, USDA, Rates, Real Estate, Loans, Loan Origination, Bonds, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Mortgage Banking, FNMA, FHLMC, Veterans Administration, Agency MBS, MBS, Credit, Credit Scoring, Fixed Rate Mortgages, Fixed Income, VA loans, Residential Homes, Credit Analysis, Sellers, HUD, Underwriting, Real Estate Financing, Securities, Trading, Structured Products, Property, Real Estate Economics, Foreclosures, Investors, Investment Properties, Investments, REO, Portfolio Management, Series 63, Series 7, Asset Management, VA Loans, FHA Financing
Education
University of Delaware 1983 — 1987
BA, International Business Relations
Fort Lee High School, Fort Lee, NJ 1980 — 1983
Crump Mortgage February 2009 - Present
Duncan-Williams, Inc. August 2005 - December 2007
BOK Financial January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Fort Lee Fire Department September 1983 - September 1993
Skills
First Time Home Buyers, Market Analysis, Refinance, FHA, USDA, Rates, Real Estate, Loans, Loan Origination, Bonds, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Mortgage Banking, FNMA, FHLMC, Veterans Administration, Agency MBS, MBS, Credit, Credit Scoring, Fixed Rate Mortgages, Fixed Income, VA loans, Residential Homes, Credit Analysis, Sellers, HUD, Underwriting, Real Estate Financing, Securities, Trading, Structured Products, Property, Real Estate Economics, Foreclosures, Investors, Investment Properties, Investments, REO, Portfolio Management, Series 63, Series 7, Asset Management, VA Loans, FHA Financing
Education
University of Delaware 1983 — 1987
BA, International Business Relations
Fort Lee High School, Fort Lee, NJ 1980 — 1983
Ann Baker's Merrill Lynch Experience June 1986 - October 1987
Job Associate Broker at ResortQuest Delaware & Maryland
Industry Real Estate
Experience
ResortQuest Delaware & Maryland June 2012 - Present
ResortQuest Delaware & Maryland June 2001 - June 2012
Carl M. Freeman Associates June 1999 - June 2001
Delaware Real Estate Commission June 1995 - May 2001
Seacoast Realty/Sea Colony Realty/Coastal Resorts Realty September 1987 - May 1999
Merrill Lynch June 1986 - October 1987
Skills
Condos, Sellers, Real Estate, Residential Homes, Property, Sales, Buyer Representation, Investments, Commercial Real Estate, Investment Properties, Property Management, Investors, Leases, Rentals, Real Estate Transactions, Buyers, Vacation Homes, Luxury, Real Estate Development, Loans
Education
University of Delaware 1982 — 1986
BSBA, Finance
Caesar Rodney High School 1978 — 1982
ResortQuest Delaware & Maryland June 2012 - Present
ResortQuest Delaware & Maryland June 2001 - June 2012
Carl M. Freeman Associates June 1999 - June 2001
Delaware Real Estate Commission June 1995 - May 2001
Seacoast Realty/Sea Colony Realty/Coastal Resorts Realty September 1987 - May 1999
Merrill Lynch June 1986 - October 1987
Skills
Condos, Sellers, Real Estate, Residential Homes, Property, Sales, Buyer Representation, Investments, Commercial Real Estate, Investment Properties, Property Management, Investors, Leases, Rentals, Real Estate Transactions, Buyers, Vacation Homes, Luxury, Real Estate Development, Loans
Education
University of Delaware 1982 — 1986
BSBA, Finance
Caesar Rodney High School 1978 — 1982
Eric Hirschberg's Merrill Lynch Experience March 1989 - March 1991
Job Director / PWM
Industry Financial Services
Experience
Deutsche Bank February 2012 - Present
Bourne Park Capital April 2011 - Present
Orion Investment Managemnt March 2008 - May 2011
Foundation Capital Strategies January 1998 - June 2008
YPO-WPO 2003 - 2005
Ross Capital Markets July 1993 - December 1998
Fuji International Finance April 1991 - July 1993
Merrill Lynch March 1989 - March 1991
Skills
Tactical Asset..., Investment Advisory, Alternative Investments, Fixed Income, Investments, Derivatives, Capital Markets, Equities, Portfolio Management, Asset Managment, Hedge Funds, Financial Risk, Investment Banking, Investment Management, Investment Strategies, Options, Trading, Asset Allocation, Asset Management, Due Diligence, FX Options, Mutual Funds, Risk Management, Trading Systems, Venture Capital, Fire Breathing
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
Masters of Science, Statistics and Operations Research
University of Delaware 1980 — 1984
Bachelors of Arts, and Liberal Studies concentration Neuroscience
Deutsche Bank February 2012 - Present
Bourne Park Capital April 2011 - Present
Orion Investment Managemnt March 2008 - May 2011
Foundation Capital Strategies January 1998 - June 2008
YPO-WPO 2003 - 2005
Ross Capital Markets July 1993 - December 1998
Fuji International Finance April 1991 - July 1993
Merrill Lynch March 1989 - March 1991
Skills
Tactical Asset..., Investment Advisory, Alternative Investments, Fixed Income, Investments, Derivatives, Capital Markets, Equities, Portfolio Management, Asset Managment, Hedge Funds, Financial Risk, Investment Banking, Investment Management, Investment Strategies, Options, Trading, Asset Allocation, Asset Management, Due Diligence, FX Options, Mutual Funds, Risk Management, Trading Systems, Venture Capital, Fire Breathing
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
Masters of Science, Statistics and Operations Research
University of Delaware 1980 — 1984
Bachelors of Arts, and Liberal Studies concentration Neuroscience
Paris Klas Paris Klas's Merrill Lynch Experience September 2014 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Dayton International Airport February 2013 - November 2013
UD IndePennants August 2011 - May 2012
Forestview Restaurant May 2011 - August 2011
Skills
Time Management, Social Media, Microsoft Office, Social Media Marketing, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Market Research, Marketing, Finance, Logistics, Facebook, Strategic Planning
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), Majors: Entrepreneurship, Finance. Minor: Psychology, 3.6 cumulative GPA
Merrill Lynch September 2014 - Present
Dayton International Airport February 2013 - November 2013
UD IndePennants August 2011 - May 2012
Forestview Restaurant May 2011 - August 2011
Skills
Time Management, Social Media, Microsoft Office, Social Media Marketing, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Market Research, Marketing, Finance, Logistics, Facebook, Strategic Planning
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), Majors: Entrepreneurship, Finance. Minor: Psychology, 3.6 cumulative GPA
Andrew Aramany Andrew Aramany's Merrill Lynch Experience 2005 - Present
Job Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Education
Villanova University 1999 — 2001
Master of Business Administration (MBA)
University of Delaware 1992 — 1996
Bachelor of Arts (BA), Economics and Political Science
Merrill Lynch 2005 - Present
Education
Villanova University 1999 — 2001
Master of Business Administration (MBA)
University of Delaware 1992 — 1996
Bachelor of Arts (BA), Economics and Political Science
Angela McBride Angela McBride's Merrill Lynch Experience June 2008 - August 2008
Job Team Leader Corporate Bonds
Industry Financial Services
Experience
Bloomberg LP November 2014 - Present
Bloomberg LP June 2012 - November 2014
Bloomberg LP August 2011 - June 2012
Bloomberg LP January 2010 - August 2011
Bloomberg LP September 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Bloomberg Terminal, Database Analysis
Education
University of Delaware 2005 — 2009
BS, Finance
Bloomberg LP November 2014 - Present
Bloomberg LP June 2012 - November 2014
Bloomberg LP August 2011 - June 2012
Bloomberg LP January 2010 - August 2011
Bloomberg LP September 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Bloomberg Terminal, Database Analysis
Education
University of Delaware 2005 — 2009
BS, Finance
Joanne Bender Joanne Bender's Merrill Lynch Experience June 2006 - December 2008
Job AVP, Program/Team Lead
Industry Banking
Experience
Barclaycard US 2011 - Present
HSBC December 2008 - January 2011
Bank of America 2011 - 2011
Merrill Lynch June 2006 - December 2008
Rue Insurance December 2004 - June 2006
Quantum AI Corporation 2003 - 2004
Viola Networks 2002 - 2003
Sensors Unlimited 2000 - 2001
MarketSource Corp. 1999 - 1999
Skills
Analytics, Management, Sales, E-commerce, Vendor Management, Digital Marketing, Insurance, Selling, Strategic Partnerships, Project Management, Time Management, Finance, Marketing, Direct Marketing, CRM, Business Development, Financial Services, Banking, Risk Management, Relationship Management, Databases, Strategy, Business Analysis, Portfolio Management, Email Marketing, Credit Cards
Education
University of Dayton
Bachelors, Communications
University of London
Communications Program
Barclaycard US 2011 - Present
HSBC December 2008 - January 2011
Bank of America 2011 - 2011
Merrill Lynch June 2006 - December 2008
Rue Insurance December 2004 - June 2006
Quantum AI Corporation 2003 - 2004
Viola Networks 2002 - 2003
Sensors Unlimited 2000 - 2001
MarketSource Corp. 1999 - 1999
Skills
Analytics, Management, Sales, E-commerce, Vendor Management, Digital Marketing, Insurance, Selling, Strategic Partnerships, Project Management, Time Management, Finance, Marketing, Direct Marketing, CRM, Business Development, Financial Services, Banking, Risk Management, Relationship Management, Databases, Strategy, Business Analysis, Portfolio Management, Email Marketing, Credit Cards
Education
University of Dayton
Bachelors, Communications
University of London
Communications Program
Carolyn Maxson Carolyn Maxson's Merrill Lynch Experience 1996 - 1999
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2009 - Present
OppenheimerFunds March 2005 - January 2009
OppenheimerFunds March 2001 - February 2005
AXA Advisors 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Product Marketing, Marketing Strategy, Email Marketing, Program Management, Investments, Marketing, Sales, Project Management, Integrated Marketing, Product Development, Portfolio Management, Mutual Funds
Education
University of Delaware
BS, Business Administration: Concentration in Marketing
Morgan Stanley Investment Management October 2009 - Present
OppenheimerFunds March 2005 - January 2009
OppenheimerFunds March 2001 - February 2005
AXA Advisors 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Product Marketing, Marketing Strategy, Email Marketing, Program Management, Investments, Marketing, Sales, Project Management, Integrated Marketing, Product Development, Portfolio Management, Mutual Funds
Education
University of Delaware
BS, Business Administration: Concentration in Marketing
Christopher Becker, RTRP Christopher Becker, RTRP's Merrill Lynch Experience May 2000 - August 2000
Job Financial Consultant at Beacon Financial Group
Industry Accounting
Experience
Beacon Financial Group September 2014 - Present
Beckers Tax Service January 2003 - Present
Hewitt Associates September 2000 - December 2003
Merrill Lynch May 2000 - August 2000
Deutsche Financial Services September 1997 - April 2000
Skills
Financial Planning, Tax, Series 7, Real Estate, Life Insurance, Strategic Financial..., RTRP
Education
University of Delaware 1992 — 1997
Bachelors, Marketing&Management Majors, Economics Minor
Beacon Financial Group September 2014 - Present
Beckers Tax Service January 2003 - Present
Hewitt Associates September 2000 - December 2003
Merrill Lynch May 2000 - August 2000
Deutsche Financial Services September 1997 - April 2000
Skills
Financial Planning, Tax, Series 7, Real Estate, Life Insurance, Strategic Financial..., RTRP
Education
University of Delaware 1992 — 1997
Bachelors, Marketing&Management Majors, Economics Minor
Georgio Vuolde Georgio Vuolde's Merrill Lynch Experience
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Vendor Management, Process Improvement, SDLC, Strategy, Project Management, Business Process..., Leadership, Relationship Management, Project Portfolio..., Change Management, Analytics, Financial Services, Management, Program Management, Risk Management, Strategic Planning
Education
University of Delaware 1982 — 1987
BA, English
Merrill Lynch
Skills
Series 7, Vendor Management, Process Improvement, SDLC, Strategy, Project Management, Business Process..., Leadership, Relationship Management, Project Portfolio..., Change Management, Analytics, Financial Services, Management, Program Management, Risk Management, Strategic Planning
Education
University of Delaware 1982 — 1987
BA, English
Brandi Harmon Brandi Harmon's Merrill Lynch Experience May 2006 - November 2007
Job Program Manager at Square 1 Bank
Industry Investment Management
Experience
Square 1 Bank June 2009 - Present
Square 1 Bank November 2007 - Present
Merrill Lynch May 2006 - November 2007
Education
University of Delaware 2000 — 2004
Bachelor of Science, Sociology
Square 1 Bank June 2009 - Present
Square 1 Bank November 2007 - Present
Merrill Lynch May 2006 - November 2007
Education
University of Delaware 2000 — 2004
Bachelor of Science, Sociology
Rick Julian's Merrill Lynch Experience April 2002 - February 2004
Job Database/Application Developer
Industry Information Technology and Services
Experience
Datascope Solutions LLC August 1997 - Present
Markel Corporation September 2009 - October 2010
TEKSystems January 2005 - September 2009
Schering Plough February 2004 - January 2005
Merrill Lynch April 2002 - February 2004
JP Morgan Chase & Company June 2000 - October 2001
AT&T - Project Office August 1997 - August 1999
Quality Technology Solutions, Inc. April 1996 - June 1997
IBM - ISSC March 1994 - March 1996
Blue Cross Blue Shield of New Jersey (Horizon BCBS) February 1989 - March 1994
Skills
Microsoft SQL Server, SQL, Access, VBA, Database Design, Data Conversion, Relational Databases, ETL, Data Modeling, Microsoft Excel, Excel VBA, SQL Server Management..., DTS, SSIS, SSRS, OLEDB, ODBC, DAO, ADO, Visual Basic, Visual C#, VB.NET, MySQL, Crystal Reports, P-SQL
Education
University of Delaware 1985 — 1988
BAAS, Communications
Widener University/Brandywine College 1983 — 1985
Transfer, Hotel Restaurant/Business
Jonathan Dayton RHS 1979 — 1983
Datascope Solutions LLC August 1997 - Present
Markel Corporation September 2009 - October 2010
TEKSystems January 2005 - September 2009
Schering Plough February 2004 - January 2005
Merrill Lynch April 2002 - February 2004
JP Morgan Chase & Company June 2000 - October 2001
AT&T - Project Office August 1997 - August 1999
Quality Technology Solutions, Inc. April 1996 - June 1997
IBM - ISSC March 1994 - March 1996
Blue Cross Blue Shield of New Jersey (Horizon BCBS) February 1989 - March 1994
Skills
Microsoft SQL Server, SQL, Access, VBA, Database Design, Data Conversion, Relational Databases, ETL, Data Modeling, Microsoft Excel, Excel VBA, SQL Server Management..., DTS, SSIS, SSRS, OLEDB, ODBC, DAO, ADO, Visual Basic, Visual C#, VB.NET, MySQL, Crystal Reports, P-SQL
Education
University of Delaware 1985 — 1988
BAAS, Communications
Widener University/Brandywine College 1983 — 1985
Transfer, Hotel Restaurant/Business
Jonathan Dayton RHS 1979 — 1983
Colleen Hatala Colleen Hatala's Merrill Lynch Experience June 1999 - August 2000
Job Director, Partners and Channel at CA Technologies
Industry Computer Software
Experience
CA Technologies October 2014 - Present
Good Technology October 2002 - Present
Motorola Good Technology Group October 2006 - February 2009
Good Technology October 2002 - October 2006
Flash Networks August 2000 - October 2002
Merrill Lynch June 1999 - August 2000
Programmer's Paradise June 1993 - June 1999
Skills
Mobile Applications, Wireless, Channel, Enterprise Software, Mobile Technology, Social Media, Strategy, Sales Operations, Sales, Sales Management, Solution Selling, Start-ups, Selling, Channel Partners, New Business Development, Contract Negotiation, Salesforce.com, SaaS, Strategic Partnerships, Mobile, Channel Management, Mobile Devices, Cloud Computing, Telecommunications, Cross-functional Team..., Business Development, Management, E-commerce, B2B, Go-to-market Strategy, Leadership
Education
University of Delaware
Bachelor's Degree, English/Journalism
CA Technologies October 2014 - Present
Good Technology October 2002 - Present
Motorola Good Technology Group October 2006 - February 2009
Good Technology October 2002 - October 2006
Flash Networks August 2000 - October 2002
Merrill Lynch June 1999 - August 2000
Programmer's Paradise June 1993 - June 1999
Skills
Mobile Applications, Wireless, Channel, Enterprise Software, Mobile Technology, Social Media, Strategy, Sales Operations, Sales, Sales Management, Solution Selling, Start-ups, Selling, Channel Partners, New Business Development, Contract Negotiation, Salesforce.com, SaaS, Strategic Partnerships, Mobile, Channel Management, Mobile Devices, Cloud Computing, Telecommunications, Cross-functional Team..., Business Development, Management, E-commerce, B2B, Go-to-market Strategy, Leadership
Education
University of Delaware
Bachelor's Degree, English/Journalism
Andrew Thornton, CFP® Andrew Thornton, CFP®'s Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Edge June 2011 - July 2014
Merrill Lynch July 2009 - June 2011
Education
University of Dayton 2005 — 2009
Bachelor of Science in Business Administration, Finance
Merrill Lynch July 2014 - Present
Merrill Edge June 2011 - July 2014
Merrill Lynch July 2009 - June 2011
Education
University of Dayton 2005 — 2009
Bachelor of Science in Business Administration, Finance
Corey Ruthberg Corey Ruthberg's Merrill Lynch Experience June 2014 - August 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Merrill Lynch June 2014 - August 2014
Skills
Business, Finance, Public Speaking, Interpersonal Skill, Oral Communication, Social Media, Economics, Macroeconomics, Microeconomics, Teamwork
Education
University of Delaware 2013 — 2015
Bachelor of Arts (B.A.)
University of Delaware
Fidelity Investments July 2015 - Present
Merrill Lynch June 2014 - August 2014
Skills
Business, Finance, Public Speaking, Interpersonal Skill, Oral Communication, Social Media, Economics, Macroeconomics, Microeconomics, Teamwork
Education
University of Delaware 2013 — 2015
Bachelor of Arts (B.A.)
University of Delaware
Carolyn Porter, CPWA® Carolyn Porter, CPWA®'s Merrill Lynch Experience May 2001 - August 2005
Job Senior Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2005 - Present
Merrill Lynch May 2001 - August 2005
Skills
Investments, Insurance, Retirement Planning
Education
University of Delaware 1985 — 1989
Bachelors, Finance
Wells Fargo Advisors, LLC August 2005 - Present
Merrill Lynch May 2001 - August 2005
Skills
Investments, Insurance, Retirement Planning
Education
University of Delaware 1985 — 1989
Bachelors, Finance
Allison Mahar's Merrill Lynch Experience May 2013 - August 2013
Job Student at The University of Delaware
Industry
Experience
Pazzo Pizza August 2009 - Present
Connecticut Audubon Society August 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Connecticut Audubon Society July 2010 - July 2012
Skills
Critical Thinking, Organizational..., Microsoft Office, Learning Quickly, Customer Service
Education
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Financial Planning and Services
Pazzo Pizza August 2009 - Present
Connecticut Audubon Society August 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Connecticut Audubon Society July 2010 - July 2012
Skills
Critical Thinking, Organizational..., Microsoft Office, Learning Quickly, Customer Service
Education
University of Delaware 2011 — 2015
Bachelor of Science (B.S.), Financial Planning and Services
Amanda McGeary Tollen's Merrill Lynch Experience October 2005 - November 2006
Job Senior Medical Writer at JK Associates
Industry Writing and Editing
Experience
JK Associates April 2013 - Present
JK Associates April 2012 - Present
Synchrony Healthcare Group November 2010 - March 2012
AlphaBioCom August 2010 - November 2010
Digitas Health July 2010 - September 2010
AlphaBioCom August 2008 - July 2010
AlphaBioCom December 2006 - July 2008
Merrill Lynch October 2005 - November 2006
Skills
Medical Writing, Publications, Manuscript, Writing, Publication Planning, Medical Education, Pharmaceutical Industry, Medical Communications, Posters, Newsletters, Copy Editing, Technical Writing, Advisory Boards, Manuscripts, Project Management, Editing, Key Opinion Leader..., Abstracts, Client-oriented, Highly detail oriented, Compliance, Team-oriented, Pharmacueticals, Proofreading, Healthcare Industry, PowerPoint, Symposia, Vendor Management
Education
University of the Sciences in Philadelphia 2006 — 2009
MS, Biomedical Writing
University of Delaware 2001 — 2005
BA, Business and Technical Writing
JK Associates April 2013 - Present
JK Associates April 2012 - Present
Synchrony Healthcare Group November 2010 - March 2012
AlphaBioCom August 2010 - November 2010
Digitas Health July 2010 - September 2010
AlphaBioCom August 2008 - July 2010
AlphaBioCom December 2006 - July 2008
Merrill Lynch October 2005 - November 2006
Skills
Medical Writing, Publications, Manuscript, Writing, Publication Planning, Medical Education, Pharmaceutical Industry, Medical Communications, Posters, Newsletters, Copy Editing, Technical Writing, Advisory Boards, Manuscripts, Project Management, Editing, Key Opinion Leader..., Abstracts, Client-oriented, Highly detail oriented, Compliance, Team-oriented, Pharmacueticals, Proofreading, Healthcare Industry, PowerPoint, Symposia, Vendor Management
Education
University of the Sciences in Philadelphia 2006 — 2009
MS, Biomedical Writing
University of Delaware 2001 — 2005
BA, Business and Technical Writing
Alison Strassle Todd's Merrill Lynch Experience 1999 - 2001
Job Managing Director, Corporate Access at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group December 2012 - March 2014
Sterne Agee January 2012 - December 2012
Jefferies & Company 2010 - August 2011
Jefferies & Company 2009 - 2010
Jefferies & Company 2006 - 2009
Jefferies & Company 2003 - 2006
Jefferies & Company 2001 - 2003
Merrill Lynch 1999 - 2001
BBVA 1997 - 1999
Skills
Financial Analysis, Finance, Management, Budgets, Series 63, Investor Relations, Series 7, Trading, Analysis, Marketing, Hedge Funds, Banking, Project Management, Strategic Planning, Negotiation, Equities, Risk Management, Capital Markets, Financial Risk, Fixed Income, Trading Systems
Education
University of Delaware 1993 — 1997
BA, Communication
CRT Capital Group December 2012 - March 2014
Sterne Agee January 2012 - December 2012
Jefferies & Company 2010 - August 2011
Jefferies & Company 2009 - 2010
Jefferies & Company 2006 - 2009
Jefferies & Company 2003 - 2006
Jefferies & Company 2001 - 2003
Merrill Lynch 1999 - 2001
BBVA 1997 - 1999
Skills
Financial Analysis, Finance, Management, Budgets, Series 63, Investor Relations, Series 7, Trading, Analysis, Marketing, Hedge Funds, Banking, Project Management, Strategic Planning, Negotiation, Equities, Risk Management, Capital Markets, Financial Risk, Fixed Income, Trading Systems
Education
University of Delaware 1993 — 1997
BA, Communication
Christopher Barlow Christopher Barlow's Merrill Lynch Experience December 1983 - July 1997
Job Managing Director KnowHow 401(k)
Industry Financial Services
Experience
KnowHow 401(k), LLC July 2000 - Present
Transamerica Retirement Services October 2006 - August 2010
ADP July 2005 - October 2006
Prudential Financial November 1998 - July 2000
John Hancock Investments July 1997 - November 1998
Merrill Lynch December 1983 - July 1997
Skills
401k, Consultative Selling, Sales Management, Public Speaking, New Business Development, Coaching, Marketing Strategy, Business Planning, Licensing, Sales Tools Development, Service Tools..., 401k Sales Training, 401k Service Training, 401k Business Plan, Mergers & Acquisitions, Retirement Planning, Insurance, Retirement, Brand Development, Selling, Strategy, Management, Small Business, Investments, Leadership, ERISA, Pensions, Leadership Development, Financial Sales Training, Sales Training
Education
University of Dayton 1979 — 1982
Bachelor of Science, Finance
KnowHow 401(k), LLC July 2000 - Present
Transamerica Retirement Services October 2006 - August 2010
ADP July 2005 - October 2006
Prudential Financial November 1998 - July 2000
John Hancock Investments July 1997 - November 1998
Merrill Lynch December 1983 - July 1997
Skills
401k, Consultative Selling, Sales Management, Public Speaking, New Business Development, Coaching, Marketing Strategy, Business Planning, Licensing, Sales Tools Development, Service Tools..., 401k Sales Training, 401k Service Training, 401k Business Plan, Mergers & Acquisitions, Retirement Planning, Insurance, Retirement, Brand Development, Selling, Strategy, Management, Small Business, Investments, Leadership, ERISA, Pensions, Leadership Development, Financial Sales Training, Sales Training
Education
University of Dayton 1979 — 1982
Bachelor of Science, Finance
Anika Dzwilewski Anika Dzwilewski's Merrill Lynch Experience January 2007 - April 2009
Job HR Manager at Robert Wood Johnson University Hospital
Industry Human Resources
Experience
Robert Wood Johnson University Hospital July 2011 - April 2012
PETCO Animal Supplies, Inc. April 2009 - July 2011
Merrill Lynch January 2007 - April 2009
Merrill Lynch January 2006 - January 2007
Merrill Lynch January 2005 - January 2006
Education
University of Delaware 2000 — 2004
BA, English/Journalism
Brandywine High School
Robert Wood Johnson University Hospital July 2011 - April 2012
PETCO Animal Supplies, Inc. April 2009 - July 2011
Merrill Lynch January 2007 - April 2009
Merrill Lynch January 2006 - January 2007
Merrill Lynch January 2005 - January 2006
Education
University of Delaware 2000 — 2004
BA, English/Journalism
Brandywine High School
Ray Imbro Ray Imbro's Merrill Lynch Experience October 1996 - December 2005
Job President at Party Time Rental and Events
Industry Events Services
Experience
Party Time Rental and Events December 2005 - Present
Little Rock Regional Chamber of Commerce 2005 - Present
Executive Networking Organization 2006 - 2010
Merrill Lynch October 1996 - December 2005
First Investors Corporation October 1981 - October 1996
Skills
Event Management, Team Building, Time Management, Event Planning, Public Relations, Fundraising, Public Speaking, Trade Shows, Marketing, Social Media, Strategic Planning, Nonprofits, Sales Management, Management, Customer Service, Entrepreneurship, Corporate Events, Small Business, Sales, Advertising, Social Media Marketing, Leadership, Marketing Communications, Hospitality, Media Relations, Volunteer Management, Social Networking, Account Management, B2B, Negotiation, Online Marketing, Budgets, Marketing Strategy, Email Marketing, Hotels, Sponsorship, Facebook, Selling, Online Advertising, Advertising Sales, Direct Marketing, Newsletters, Wedding Planning, Meeting Planning, Press Releases, Fundraisers, Parties, Entertainment, Grant Writing
Education
University of Delaware
Party Time Rental and Events December 2005 - Present
Little Rock Regional Chamber of Commerce 2005 - Present
Executive Networking Organization 2006 - 2010
Merrill Lynch October 1996 - December 2005
First Investors Corporation October 1981 - October 1996
Skills
Event Management, Team Building, Time Management, Event Planning, Public Relations, Fundraising, Public Speaking, Trade Shows, Marketing, Social Media, Strategic Planning, Nonprofits, Sales Management, Management, Customer Service, Entrepreneurship, Corporate Events, Small Business, Sales, Advertising, Social Media Marketing, Leadership, Marketing Communications, Hospitality, Media Relations, Volunteer Management, Social Networking, Account Management, B2B, Negotiation, Online Marketing, Budgets, Marketing Strategy, Email Marketing, Hotels, Sponsorship, Facebook, Selling, Online Advertising, Advertising Sales, Direct Marketing, Newsletters, Wedding Planning, Meeting Planning, Press Releases, Fundraisers, Parties, Entertainment, Grant Writing
Education
University of Delaware
Ed McCloskey Ed McCloskey's Merrill Lynch Experience 1991 - 1996
Job Senior Consultant at Citi
Industry Financial Services
Experience
Citi September 2009 - Present
Thetica Systems June 2009 - Present
ExecTech Consulting, Inc. June 1995 - Present
Barclays Capital 2006 - 2008
Equity One / Popular Financial Services August 2002 - June 2005
Pershing January 1996 - July 2002
Bear Stearns May 2000 - June 2002
Merrill Lynch 1991 - 1996
Amalgamated Life Insurance 1986 - 1989
Andersen Consulting (now Accenture) 1977 - 1983
Skills
Microsoft SQL Server, SQL, Databases, Business Analysis, Data Warehousing, Visual Basic, Data Modeling, Oracle, Database Design, Access, ETL, Risk Management, Program Management, T-SQL, Sybase, UML, Project Management, ASP.NET, Derivatives, DB2, Banking, Business Continuity, Crystal Reports, Data Architecture, IT Strategy, SDLC, Software Design, Software Development, Testing
Education
University of Kentucky 1975 — 1976
MBA, Business
University of Delaware 1967 — 1972
BEE, Electrical engineering, Computer science
Citi September 2009 - Present
Thetica Systems June 2009 - Present
ExecTech Consulting, Inc. June 1995 - Present
Barclays Capital 2006 - 2008
Equity One / Popular Financial Services August 2002 - June 2005
Pershing January 1996 - July 2002
Bear Stearns May 2000 - June 2002
Merrill Lynch 1991 - 1996
Amalgamated Life Insurance 1986 - 1989
Andersen Consulting (now Accenture) 1977 - 1983
Skills
Microsoft SQL Server, SQL, Databases, Business Analysis, Data Warehousing, Visual Basic, Data Modeling, Oracle, Database Design, Access, ETL, Risk Management, Program Management, T-SQL, Sybase, UML, Project Management, ASP.NET, Derivatives, DB2, Banking, Business Continuity, Crystal Reports, Data Architecture, IT Strategy, SDLC, Software Design, Software Development, Testing
Education
University of Kentucky 1975 — 1976
MBA, Business
University of Delaware 1967 — 1972
BEE, Electrical engineering, Computer science
Katharine Furda Katharine Furda's Merrill Lynch Experience July 2007 - July 2009
Job Office Support Assistant at Princeton University
Industry Higher Education
Experience
Princeton University March 2015 - Present
Bank of America August 2013 - March 2015
Bank of America April 2012 - August 2013
Bank of America July 2009 - April 2012
Merrill Lynch July 2007 - July 2009
NJM Insurance Group September 2003 - July 2007
Skills
Recruiting, sourcing,..., Human Resources, Compensation & Benefits..., OBI, Interviews, Applicant Tracking..., Reporting Metrics, ACD, Aspect ACD, Microsoft Office, Taleo, Onboarding, Talent Acquisition, Research, Talent Management, Performance Management, Employee Relations, Microsoft Excel, Outlook, Customer Service, College Recruiting, PowerPoint, Sourcing, New Hire Orientations, Payroll, Employee Benefits, Recruiting, Analysis, Training, Leadership, Management, Risk Management, Financial Services
Education
Rider University 2008 — 2012
MBA
University of Delaware 1999 — 2003
BA
Princeton University March 2015 - Present
Bank of America August 2013 - March 2015
Bank of America April 2012 - August 2013
Bank of America July 2009 - April 2012
Merrill Lynch July 2007 - July 2009
NJM Insurance Group September 2003 - July 2007
Skills
Recruiting, sourcing,..., Human Resources, Compensation & Benefits..., OBI, Interviews, Applicant Tracking..., Reporting Metrics, ACD, Aspect ACD, Microsoft Office, Taleo, Onboarding, Talent Acquisition, Research, Talent Management, Performance Management, Employee Relations, Microsoft Excel, Outlook, Customer Service, College Recruiting, PowerPoint, Sourcing, New Hire Orientations, Payroll, Employee Benefits, Recruiting, Analysis, Training, Leadership, Management, Risk Management, Financial Services
Education
Rider University 2008 — 2012
MBA
University of Delaware 1999 — 2003
BA
Tom Giltner, CSSC's Merrill Lynch Experience May 2007 - August 2007
Job Benefits Consultant at OM Financial Group
Industry Financial Services
Experience
OM Financial Group November 2011 - Present
Evergreen Structured Settlements May 2008 - Present
American Veterinary Medical Association - Group Health and Life Insurance Trust May 2008 - Present
Carolina Physician Insurance Services August 2009 - January 2014
Merrill Lynch May 2007 - August 2007
Skills
Executive Benefit..., Stuctured Settlement..., Business Planning, Succession Planning, Supplemental Group..., Non-qualifited..., Insurance Planning, Employee Benefits, Financial Planners, Strategic Financial..., Retirement Planning, Finance, Customer Service, Social Media, Investments, Consulting, Research
Education
University of Dayton 2004 — 2008
Bachelor of Science (BS), Finance and Entrepreneurship
Revere High School
OM Financial Group November 2011 - Present
Evergreen Structured Settlements May 2008 - Present
American Veterinary Medical Association - Group Health and Life Insurance Trust May 2008 - Present
Carolina Physician Insurance Services August 2009 - January 2014
Merrill Lynch May 2007 - August 2007
Skills
Executive Benefit..., Stuctured Settlement..., Business Planning, Succession Planning, Supplemental Group..., Non-qualifited..., Insurance Planning, Employee Benefits, Financial Planners, Strategic Financial..., Retirement Planning, Finance, Customer Service, Social Media, Investments, Consulting, Research
Education
University of Dayton 2004 — 2008
Bachelor of Science (BS), Finance and Entrepreneurship
Revere High School
Anthony DeStefano Anthony DeStefano's Merrill Lynch Experience 1999 - 2001
Job Director, Commercial HR Immunoscience, Virology and Market Access
Industry Human Resources
Experience
Bristol-Myers Squibb July 2013 - Present
Bristol-Myers Squibb, Princeton, New Jersey January 2012 - July 2013
Chartis Insurance August 2001 - January 2012
Merrill Lynch 1999 - 2001
Bank of Brazil 1996 - 1999
Skills
Human Resources, Onboarding, Succession Planning, Personnel Management, Talent Management, Talent Acquisition, Benefits Administration, Employee Engagement, Employee Relations, Deferred Compensation, Leadership Development, Employee Benefits, Performance Management, HRIS, Workforce Planning, Workers Compensation, Change Management
Education
University of Delaware
Bachelor of Science (BS), Human Resources
Bristol-Myers Squibb July 2013 - Present
Bristol-Myers Squibb, Princeton, New Jersey January 2012 - July 2013
Chartis Insurance August 2001 - January 2012
Merrill Lynch 1999 - 2001
Bank of Brazil 1996 - 1999
Skills
Human Resources, Onboarding, Succession Planning, Personnel Management, Talent Management, Talent Acquisition, Benefits Administration, Employee Engagement, Employee Relations, Deferred Compensation, Leadership Development, Employee Benefits, Performance Management, HRIS, Workforce Planning, Workers Compensation, Change Management
Education
University of Delaware
Bachelor of Science (BS), Human Resources
Krista Gough Krista Gough's Merrill Lynch Experience September 2005 - April 2007
Job VP Client Service Rep for Prime Brokerage at Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2007 - Present
Merrill Lynch September 2005 - April 2007
Citi September 2002 - September 2005
Sanford C. Bernstein June 2001 - September 2002
Skills
Client Services, Series 7, Series 63, Hedge Funds, Securities, Bloomberg, Financial Services, Options, Alternative Investments, Equities, Electronic Trading, Settlement, Bonds, Back Office, Capital Markets, Fixed Income, Mutual Funds, Relationship Management, Prime Brokerage, Risk Management, Derivatives, Investments, FINRA, Asset Management, Banking, Middle Office, Trading Systems, Equity Derivatives, Equity Trading, Wealth Management, FX Options, Investment Banking, Trading, Portfolio Management, Financial Markets
Education
University of Delaware 1997 — 2001
Bachleor of Science, Marketing
University of Delaware 1997 — 2001
Bachelor of Science (B.S.), Marketing
Bank of America April 2007 - Present
Merrill Lynch September 2005 - April 2007
Citi September 2002 - September 2005
Sanford C. Bernstein June 2001 - September 2002
Skills
Client Services, Series 7, Series 63, Hedge Funds, Securities, Bloomberg, Financial Services, Options, Alternative Investments, Equities, Electronic Trading, Settlement, Bonds, Back Office, Capital Markets, Fixed Income, Mutual Funds, Relationship Management, Prime Brokerage, Risk Management, Derivatives, Investments, FINRA, Asset Management, Banking, Middle Office, Trading Systems, Equity Derivatives, Equity Trading, Wealth Management, FX Options, Investment Banking, Trading, Portfolio Management, Financial Markets
Education
University of Delaware 1997 — 2001
Bachleor of Science, Marketing
University of Delaware 1997 — 2001
Bachelor of Science (B.S.), Marketing
Gerald Fasanella Gerald Fasanella's Merrill Lynch Experience 1988 - 1990
Job President at Heron Financial Partners, Inc.
Industry Financial Services
Experience
Heron Financial Partners, Inc. February 2000 - Present
AMG, SunAmerica/AIG Advisor Group, MSC/LPL 1991 - 2000
Merrill Lynch 1988 - 1990
Merrill Lynch 1986 - 1988
Merrill Lynch 1983 - 1985
Merrill Lynch 1979 - 1983
Merrill Lynch 1977 - 1979
Skills
Strategic Financial..., Retirement Planning, Small Business, Investments, Insurance, Marketing Strategy, New Business Development, Customer Service, Fixed Annuities, Asset Management
Education
University of Dayton 1972 — 1976
Bachelor's degree, Psychology
Notre Dame High School, Trenton, NJ 1968 — 1972
Heron Financial Partners, Inc. February 2000 - Present
AMG, SunAmerica/AIG Advisor Group, MSC/LPL 1991 - 2000
Merrill Lynch 1988 - 1990
Merrill Lynch 1986 - 1988
Merrill Lynch 1983 - 1985
Merrill Lynch 1979 - 1983
Merrill Lynch 1977 - 1979
Skills
Strategic Financial..., Retirement Planning, Small Business, Investments, Insurance, Marketing Strategy, New Business Development, Customer Service, Fixed Annuities, Asset Management
Education
University of Dayton 1972 — 1976
Bachelor's degree, Psychology
Notre Dame High School, Trenton, NJ 1968 — 1972
David Hummel's Merrill Lynch Experience May 2011 - August 2011
Job Internal Advisor Consultant
Industry Financial Services
Experience
Nuveen Investments December 2011 - Present
Merrill Lynch May 2011 - August 2011
Thomson Reuters August 2010 - December 2010
Skills
Series 7, Investment Strategies, Investment Sales, Mutual Funds, Investments, Series 65, Series 63
Education
University of Dayton 2007 — 2011
Finance, Business
Nuveen Investments December 2011 - Present
Merrill Lynch May 2011 - August 2011
Thomson Reuters August 2010 - December 2010
Skills
Series 7, Investment Strategies, Investment Sales, Mutual Funds, Investments, Series 65, Series 63
Education
University of Dayton 2007 — 2011
Finance, Business
Bryan Porcelli's Merrill Lynch Experience June 2001 - September 2005
Job Vice President at Morgan Stanley, Power Trader
Industry Financial Services
Experience
Morgan Stanley September 2005 - Present
Merrill Lynch June 2001 - September 2005
Merrill Lynch August 1999 - June 2001
Skills
Commodities, Trading, Energy Trading, Economics, Equities, Commodity Markets, Derivatives, Hedging, Swaps, Options, Proprietary Trading, Portfolio Management, Trading Strategies, Trading Systems, Commodity, Risk Management, Hedge Funds, Bloomberg, Electronic Trading
Education
University of Delaware 1994 — 1999
Economics, International Relations
Morgan Stanley September 2005 - Present
Merrill Lynch June 2001 - September 2005
Merrill Lynch August 1999 - June 2001
Skills
Commodities, Trading, Energy Trading, Economics, Equities, Commodity Markets, Derivatives, Hedging, Swaps, Options, Proprietary Trading, Portfolio Management, Trading Strategies, Trading Systems, Commodity, Risk Management, Hedge Funds, Bloomberg, Electronic Trading
Education
University of Delaware 1994 — 1999
Economics, International Relations
Jenna Baumgartner Jenna Baumgartner's Merrill Lynch Experience January 2011 - October 2011
Job Primary Casualty Underwriter at Aspen Insurance
Industry Insurance
Experience
Aspen Insurance August 2014 - Present
Travelers April 2013 - August 2014
Travelers October 2011 - April 2013
Merrill Lynch January 2011 - October 2011
Skills
Casualty Insurance, Underwriting, Leadership, Teamwork, Risk Management, Excess & Surplus Lines, Microsoft Office, Time Management, Strategy, Business Development, Sales
Education
University of Dayton 2006 — 2010
Bachelor’s Degree, Marketing/Marketing Management, General
Aspen Insurance August 2014 - Present
Travelers April 2013 - August 2014
Travelers October 2011 - April 2013
Merrill Lynch January 2011 - October 2011
Skills
Casualty Insurance, Underwriting, Leadership, Teamwork, Risk Management, Excess & Surplus Lines, Microsoft Office, Time Management, Strategy, Business Development, Sales
Education
University of Dayton 2006 — 2010
Bachelor’s Degree, Marketing/Marketing Management, General
Matthew Freese's Merrill Lynch Experience May 2015 - August 2015
Job Financial Advisor Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - August 2015
Muirfield Village Golf Club May 2014 - September 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Teamwork
Education
University of Dayton 2013 — 2017
Accounting and Finance
Merrill Lynch May 2015 - August 2015
Muirfield Village Golf Club May 2014 - September 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Teamwork
Education
University of Dayton 2013 — 2017
Accounting and Finance
Joseph A. D'Agostino III's Merrill Lynch Experience April 2011 - July 2011
Job Research Specialist at National Corporate Research, Ltd.
Industry Legal Services
Experience
National Corporate Research, Ltd. January 2014 - Present
National Corporate Research, Ltd. January 2012 - January 2014
Merrill Lynch April 2011 - July 2011
Merrill Lynch January 2011 - April 2011
Merrill Lynch April 2010 - July 2010
Merrill Lynch January 2010 - April 2010
Skills
Research, Customer Service, Community Outreach, Microsoft Office, Legal Research, Time Management, Strategy, Management, Microsoft Excel, PowerPoint, Outlook, Government, Politics, Legislative Relations, Public Relations, Social Media, Event Planning, Leadership, Strategic Planning, Legal Writing, Legal Assistance, Legal Issues, Corporate Law, Corporate Governance, Online Research, Courts, Court Proceedings, United States Supreme..., Business Strategy, Business License, Library Research, Interlibrary Loan, Case Management, Civil Litigation, Public Speaking
Education
University of Delaware 2013 — 2013
Pre-Law Studies
Wesley College 2005 — 2009
Bachelor of Arts (B.A.), Political Science, Deans List 2008
The Leadership Institute
Campaign and Political Training
National Corporate Research, Ltd. January 2014 - Present
National Corporate Research, Ltd. January 2012 - January 2014
Merrill Lynch April 2011 - July 2011
Merrill Lynch January 2011 - April 2011
Merrill Lynch April 2010 - July 2010
Merrill Lynch January 2010 - April 2010
Skills
Research, Customer Service, Community Outreach, Microsoft Office, Legal Research, Time Management, Strategy, Management, Microsoft Excel, PowerPoint, Outlook, Government, Politics, Legislative Relations, Public Relations, Social Media, Event Planning, Leadership, Strategic Planning, Legal Writing, Legal Assistance, Legal Issues, Corporate Law, Corporate Governance, Online Research, Courts, Court Proceedings, United States Supreme..., Business Strategy, Business License, Library Research, Interlibrary Loan, Case Management, Civil Litigation, Public Speaking
Education
University of Delaware 2013 — 2013
Pre-Law Studies
Wesley College 2005 — 2009
Bachelor of Arts (B.A.), Political Science, Deans List 2008
The Leadership Institute
Campaign and Political Training
Sarah Stannard's Merrill Lynch Experience May 2012 - February 2013
Job Sr. Corporate Marketing Associate
Industry Marketing and Advertising
Experience
Keyence September 2013 - Present
L. WILLIAM CROTTY CENTER FOR ENTREPRENEURIAL LEADERSHIP January 2009 - May 2013
Merrill Lynch May 2012 - February 2013
Chemisphere Corporation May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Research, Business Planning, Entrepreneurship, Annual Reports, Sales, Integrated Marketing..., Digital Marketing, Social Media Marketing, Event Planning, Email Marketing, Office Equipment, Public Speaking, Time Management, Strategy
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Senior
University of Dayton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Co-hosted by the University of Illinois Institute of Government and Public Affairs 2011 — 2011
Certificate of Program Completion - June 2011, Conference of Women Legislators of the Illinois General Assembly, igpa.uillinois.edu/pe/new-leadership
Keyence September 2013 - Present
L. WILLIAM CROTTY CENTER FOR ENTREPRENEURIAL LEADERSHIP January 2009 - May 2013
Merrill Lynch May 2012 - February 2013
Chemisphere Corporation May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Research, Business Planning, Entrepreneurship, Annual Reports, Sales, Integrated Marketing..., Digital Marketing, Social Media Marketing, Event Planning, Email Marketing, Office Equipment, Public Speaking, Time Management, Strategy
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Senior
University of Dayton 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Co-hosted by the University of Illinois Institute of Government and Public Affairs 2011 — 2011
Certificate of Program Completion - June 2011, Conference of Women Legislators of the Illinois General Assembly, igpa.uillinois.edu/pe/new-leadership
Jordan H. Holand Jordan H. Holand's Merrill Lynch Experience June 2011 - August 2011
Job Account Manager at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP October 2014 - Present
Bloomberg LP August 2013 - August 2014
Bloomberg LP September 2012 - May 2013
Bloomberg LP June 2012 - August 2012
SEA BRAND LLC January 2011 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Portfolio Management, Economics, Analysis, Equities, Sales, Financial Markets, Financial Analysis, Equity Research, Management, Microsoft Excel, Finance
Education
University of Delaware 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
University of Iowa 2011 — 2011
Horace Greeley High School 2006 — 2009
S, History, Statistics, Environmental Science
Bloomberg LP October 2014 - Present
Bloomberg LP August 2013 - August 2014
Bloomberg LP September 2012 - May 2013
Bloomberg LP June 2012 - August 2012
SEA BRAND LLC January 2011 - July 2012
Merrill Lynch June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Bloomberg Terminal, Portfolio Management, Economics, Analysis, Equities, Sales, Financial Markets, Financial Analysis, Equity Research, Management, Microsoft Excel, Finance
Education
University of Delaware 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
University of Iowa 2011 — 2011
Horace Greeley High School 2006 — 2009
S, History, Statistics, Environmental Science
Jeff Ciardi's Merrill Lynch Experience July 1998 - April 1999
Job Region Manager at Molnlycke Health Care
Industry Medical Devices
Experience
Molnlycke Health Care August 2012 - Present
Molnlycke Health Care September 2009 - September 2012
Molnlycke Health Care September 2006 - September 2009
Molnlycke Health Care May 2005 - September 2006
Molnlycke Health Care November 2003 - May 2005
EBI Medical April 2000 - November 2003
ATX Telecommunication Services April 1999 - March 2000
Merrill Lynch July 1998 - April 1999
Skills
Medical Devices, Wound Care, Strategic Planning, IDN & Large Health..., GPO Contracting, Surgical Products, Orthopedic Products, Process Management, Contract Negotiations, Sales, Sales Management, Management, Healthcare, Operating Room, Medical Sales, Surgeons, Orthopedic, Hospitals, Spine, Acute Care, Capital Equipment, Cardiology, Clinical Research, Contract Negotiation, Disposables, Group Purchasing, Healthcare Industry, Hospital Sales, IDN, Leadership, Market Development, Negotiation, Neurosurgery, Pharmaceutical Sales, Sales Effectiveness, Sales Force Development, Sales Operations, Sales Process, Selling, Selling Skills, Strategy, Supply Chain, Surgery, Surgical Instruments, Urology, Vascular, Interventional Radiology, OB/GYN, Orthopedics, Product Launch
Education
University of Delaware 1994 — 1998
Bachelor of Arts, Political Science, 3.3
Piscataway High School 1990 — 1994
High School Diploma, General Studies, 3.0
The University of Chicago Booth School of Business
Fundamentals of Sales Management and Leadership, Sales Management
Molnlycke Health Care August 2012 - Present
Molnlycke Health Care September 2009 - September 2012
Molnlycke Health Care September 2006 - September 2009
Molnlycke Health Care May 2005 - September 2006
Molnlycke Health Care November 2003 - May 2005
EBI Medical April 2000 - November 2003
ATX Telecommunication Services April 1999 - March 2000
Merrill Lynch July 1998 - April 1999
Skills
Medical Devices, Wound Care, Strategic Planning, IDN & Large Health..., GPO Contracting, Surgical Products, Orthopedic Products, Process Management, Contract Negotiations, Sales, Sales Management, Management, Healthcare, Operating Room, Medical Sales, Surgeons, Orthopedic, Hospitals, Spine, Acute Care, Capital Equipment, Cardiology, Clinical Research, Contract Negotiation, Disposables, Group Purchasing, Healthcare Industry, Hospital Sales, IDN, Leadership, Market Development, Negotiation, Neurosurgery, Pharmaceutical Sales, Sales Effectiveness, Sales Force Development, Sales Operations, Sales Process, Selling, Selling Skills, Strategy, Supply Chain, Surgery, Surgical Instruments, Urology, Vascular, Interventional Radiology, OB/GYN, Orthopedics, Product Launch
Education
University of Delaware 1994 — 1998
Bachelor of Arts, Political Science, 3.3
Piscataway High School 1990 — 1994
High School Diploma, General Studies, 3.0
The University of Chicago Booth School of Business
Fundamentals of Sales Management and Leadership, Sales Management
Reggie Hudson Reggie Hudson's Merrill Lynch Experience January 2007 - December 2007
Job Director of Digital Advertising Operations at Intermedia Outdoors
Industry Publishing
Experience
Intermedia Outdoors January 2014 - Present
Intermedia Outdoors January 2012 - January 2014
The Hudson Group January 2007 - January 2014
AccuWeather July 2010 - January 2012
GIANT Magazine February 2008 - December 2009
Merrill Lynch January 2007 - December 2007
MBNA September 2001 - May 2006
Skills
Online Advertising, Digital Media, Advertising, Social Media Marketing, Marketing, Digital Marketing, Social Media, Start-ups, New Media, Mobile Solutions, DoubleClick for..., Mobile Advertising, Entrepreneurship, Sales, Social Networking, Integrated Marketing, Brand Development, Advertising Sales, SEO, Public Relations, Digital Strategy, Mobile Marketing, Strategic Partnerships, Media Planning, Online Marketing, Content Strategy, Email Marketing, Web Analytics, Interactive Marketing, Google Analytics, Direct Marketing, Media Buying, Facebook, Magazines, Brand Management, Management, Marketing Strategy, Analytics, Sponsorship, Brand Awareness, E-commerce, Google Adwords, Sales Management, Web Marketing, Affiliate Marketing, Media Relations, Publicity, comScore, Market Research
Education
University of Delaware 2001 — 2006
Bachelor of Science, Consumer Economics
University of Delaware 2001 — 2006
Bachelor of Science (B.S.), Leadership and Consumer Economics
Intermedia Outdoors January 2014 - Present
Intermedia Outdoors January 2012 - January 2014
The Hudson Group January 2007 - January 2014
AccuWeather July 2010 - January 2012
GIANT Magazine February 2008 - December 2009
Merrill Lynch January 2007 - December 2007
MBNA September 2001 - May 2006
Skills
Online Advertising, Digital Media, Advertising, Social Media Marketing, Marketing, Digital Marketing, Social Media, Start-ups, New Media, Mobile Solutions, DoubleClick for..., Mobile Advertising, Entrepreneurship, Sales, Social Networking, Integrated Marketing, Brand Development, Advertising Sales, SEO, Public Relations, Digital Strategy, Mobile Marketing, Strategic Partnerships, Media Planning, Online Marketing, Content Strategy, Email Marketing, Web Analytics, Interactive Marketing, Google Analytics, Direct Marketing, Media Buying, Facebook, Magazines, Brand Management, Management, Marketing Strategy, Analytics, Sponsorship, Brand Awareness, E-commerce, Google Adwords, Sales Management, Web Marketing, Affiliate Marketing, Media Relations, Publicity, comScore, Market Research
Education
University of Delaware 2001 — 2006
Bachelor of Science, Consumer Economics
University of Delaware 2001 — 2006
Bachelor of Science (B.S.), Leadership and Consumer Economics
Benjamin Auteri's Merrill Lynch Experience October 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Northwestern Mutual June 2014 - July 2014
Cedar Hill Contracting Company June 2011 - July 2013
Hill Holliday June 2011 - July 2011
Education
University of Delaware 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Business Administration Minor
Central Bucks High School East 2007 — 2010
Merrill Lynch October 2014 - Present
Northwestern Mutual June 2014 - July 2014
Cedar Hill Contracting Company June 2011 - July 2013
Hill Holliday June 2011 - July 2011
Education
University of Delaware 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Business Administration Minor
Central Bucks High School East 2007 — 2010
Andrew Schmitt Andrew Schmitt's Merrill Lynch Experience July 1992 - September 2007
Job Managing Member at Schmitt Wealth Advisers, LLC
Industry Investment Management
Experience
Schmitt Wealth Advisers, LLC August 2015 - Present
Raymond James September 2007 - August 2015
Merrill Lynch July 1992 - September 2007
Education
University of Dayton 1983 — 1987
Bachelor of Science in Business Administration, Finance
Fairport High School
Schmitt Wealth Advisers, LLC August 2015 - Present
Raymond James September 2007 - August 2015
Merrill Lynch July 1992 - September 2007
Education
University of Dayton 1983 — 1987
Bachelor of Science in Business Administration, Finance
Fairport High School
Everett Berger Everett Berger's Merrill Lynch Experience May 2008 - April 2009
Job Partner, Battlefield Leadership LLC
Industry Professional Training & Coaching
Experience
Battlefield Leadership LLC December 2011 - Present
Bank of America April 2009 - November 2011
Merrill Lynch May 2008 - April 2009
Merrill Lynch February 2002 - April 2009
Merrill Lynch January 1995 - February 2002
Merrill Lynch April 1981 - January 1995
Skills
Talent Management, Performance Management, Business Analysis, Coaching, Change Management, Employee Engagement, Employee Relations, Executive Coaching, Financial Services, HR Transformation, Leadership Development, Management Consulting, Vendor Management, Emotional Intelligence, Leadership, Consulting, Succession Planning, Team Building, Risk Management
Education
University of Delaware 1973 — 1977
Bachelor of Arts (BA), Political Science and International Relations
NeuroLeadership Institute
Certificate in Foundations of NeuroLeadership, Neuroscience and Leadership, Emotional Intelligence
Battlefield Leadership LLC December 2011 - Present
Bank of America April 2009 - November 2011
Merrill Lynch May 2008 - April 2009
Merrill Lynch February 2002 - April 2009
Merrill Lynch January 1995 - February 2002
Merrill Lynch April 1981 - January 1995
Skills
Talent Management, Performance Management, Business Analysis, Coaching, Change Management, Employee Engagement, Employee Relations, Executive Coaching, Financial Services, HR Transformation, Leadership Development, Management Consulting, Vendor Management, Emotional Intelligence, Leadership, Consulting, Succession Planning, Team Building, Risk Management
Education
University of Delaware 1973 — 1977
Bachelor of Arts (BA), Political Science and International Relations
NeuroLeadership Institute
Certificate in Foundations of NeuroLeadership, Neuroscience and Leadership, Emotional Intelligence
Katie Lawlor's Merrill Lynch Experience September 2005 - December 2009
Job Compliance Officer at ICAP
Industry Financial Services
Experience
ICAP October 2010 - Present
Merrill Lynch September 2005 - December 2009
Skills
Capital Markets, Securities, Bloomberg, Hedge Funds, Derivatives, Equities, Financial Markets, Fixed Income, Trading
Education
University of Delaware 1998 — 2002
Bachelor's Degree
ICAP October 2010 - Present
Merrill Lynch September 2005 - December 2009
Skills
Capital Markets, Securities, Bloomberg, Hedge Funds, Derivatives, Equities, Financial Markets, Fixed Income, Trading
Education
University of Delaware 1998 — 2002
Bachelor's Degree
Ryan Zerante's Merrill Lynch Experience June 2007 - August 2007
Job Account Executive DIRTT Environmental Solutions at Corporate Concepts
Industry Construction
Experience
Corporate Concepts July 2012 - Present
MB Financial Bank July 2010 - July 2012
MB Financial Bank June 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Credit, New Business Development, Relationship Management, Unique Interior..., Tilt-up Interior..., Project Financing /..., Loans, Commercial Banking, Financial Analysis, Commercial Lending, Banking, Finance, Credit Analysis, Sales, Investments
Education
University of Dayton 2004 — 2008
Bachelor of Science (BS), Finance
Corporate Concepts July 2012 - Present
MB Financial Bank July 2010 - July 2012
MB Financial Bank June 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Credit, New Business Development, Relationship Management, Unique Interior..., Tilt-up Interior..., Project Financing /..., Loans, Commercial Banking, Financial Analysis, Commercial Lending, Banking, Finance, Credit Analysis, Sales, Investments
Education
University of Dayton 2004 — 2008
Bachelor of Science (BS), Finance
Casey Jouaneau Casey Jouaneau's Merrill Lynch Experience May 2014 - Present
Job Retirement & Benefits Registered Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch June 2012 - August 2012
University of Delaware September 2011 - December 2011
Skills
Facebook, Microsoft Excel, Microsoft Office, Management, PowerPoint, Microsoft Word, Customer Service
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Monmouth Regional High School 2005 — 2009
High School Diploma
Merrill Lynch May 2014 - Present
Merrill Lynch June 2012 - August 2012
University of Delaware September 2011 - December 2011
Skills
Facebook, Microsoft Excel, Microsoft Office, Management, PowerPoint, Microsoft Word, Customer Service
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Monmouth Regional High School 2005 — 2009
High School Diploma
Richard Klimpt Richard Klimpt's Merrill Lynch Experience January 1984 - January 2001
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2015 - Present
PNC Investments August 2014 - May 2015
Wells Fargo Advisors September 2011 - August 2014
Strike Fore LLC January 2001 - December 2010
Merrill Lynch January 1984 - January 2001
Education
University of Delaware 1975 — 1979
BSBA, Finance
Regions Financial Corporation June 2015 - Present
PNC Investments August 2014 - May 2015
Wells Fargo Advisors September 2011 - August 2014
Strike Fore LLC January 2001 - December 2010
Merrill Lynch January 1984 - January 2001
Education
University of Delaware 1975 — 1979
BSBA, Finance
Aaron Levenson Aaron Levenson's Merrill Lynch Experience 2000 - 2007
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley August 2014 - Present
Financial Tracking Technologies, LLC September 2013 - July 2014
Bank of America 2007 - September 2013
Merrill Lynch 2000 - 2007
CheckFree Investment Services 1998 - 2000
Lynch and Mayer 1997 - 1998
Neuberger Berman 1995 - 1997
Skills
Portfolio Management, Relationship Management, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Rapid Prototyping, iRise, Wireframes, Vendor Relationships, Security APL, Quality Assurance, UAT coordination, Series 7, Black Belt, Experienced Business..., BRDs, Equities, Securities, Trading Systems
Education
University of Delaware 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley September 2015 - Present
Morgan Stanley August 2014 - Present
Financial Tracking Technologies, LLC September 2013 - July 2014
Bank of America 2007 - September 2013
Merrill Lynch 2000 - 2007
CheckFree Investment Services 1998 - 2000
Lynch and Mayer 1997 - 1998
Neuberger Berman 1995 - 1997
Skills
Portfolio Management, Relationship Management, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Rapid Prototyping, iRise, Wireframes, Vendor Relationships, Security APL, Quality Assurance, UAT coordination, Series 7, Black Belt, Experienced Business..., BRDs, Equities, Securities, Trading Systems
Education
University of Delaware 1991 — 1995
Bachelor of Arts (BA), Political Science and Government
Barry J. Killian's Merrill Lynch Experience February 1987 - June 2001
Job President at Killian Financial Group
Industry Financial Services
Experience
Killian Financial Group Volunteer Job CoachCareerPlace ™August 2010 - Present
Killian Financial Group 2010 - Present
AARP 2010 - Present
Wells Fargo Advisors May 2005 - September 2010
UBS May 2001 - May 2005
Merrill Lynch February 1987 - June 2001
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Insurance, Retirement, Financial Analysis, Coaching, 401k, Asset Allocation, Wealth Management, Portfolio Management, Small Business
Education
University of Dayton 1980 — 1984
Bachelor of Science, Business Administration
Palatine High School 1976 — 1980
Killian Financial Group Volunteer Job CoachCareerPlace ™August 2010 - Present
Killian Financial Group 2010 - Present
AARP 2010 - Present
Wells Fargo Advisors May 2005 - September 2010
UBS May 2001 - May 2005
Merrill Lynch February 1987 - June 2001
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Insurance, Retirement, Financial Analysis, Coaching, 401k, Asset Allocation, Wealth Management, Portfolio Management, Small Business
Education
University of Dayton 1980 — 1984
Bachelor of Science, Business Administration
Palatine High School 1976 — 1980
Amy (Zvonkovic) Galli's Merrill Lynch Experience 1998 - 2003
Job Vice President, Advisor Marketing Programs at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group October 2011 - Present
LPL Financial January 2005 - October 2011
Merrill Lynch 1998 - 2003
Education
University of Delaware 1994 — 1998
Bachelor, Consumer Economics
Cetera Financial Group October 2011 - Present
LPL Financial January 2005 - October 2011
Merrill Lynch 1998 - 2003
Education
University of Delaware 1994 — 1998
Bachelor, Consumer Economics
Brian Romig Brian Romig's Merrill Lynch Experience October 2007 - October 2008
Job Senior Product Manager at U.S. Bank
Industry Marketing and Advertising
Experience
U.S. Bank December 2014 - Present
JPMorgan Chase October 2012 - November 2014
Fanatics, Inc. February 2010 - October 2012
GSI Commerce October 2008 - February 2010
Merrill Lynch October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
Skills
E-commerce, Omniture, Competitive Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, PowerPoint, Social Networking, Account Management, Project Management, Web Analytics, Social Media, Marketing, Google Analytics, Golf, Email Marketing, PPC, Marketing Strategy, Digital Marketing, SEO, Online Marketing, Direct Marketing, Team Leadership, SEM, Analytics, Online Advertising, Affiliate Marketing, Social Media Marketing, Retail, Merchandising
Education
University of Delaware 2002 — 2006
Bachelor of Science, Marketing
U.S. Bank December 2014 - Present
JPMorgan Chase October 2012 - November 2014
Fanatics, Inc. February 2010 - October 2012
GSI Commerce October 2008 - February 2010
Merrill Lynch October 2007 - October 2008
Merrill Lynch August 2006 - October 2007
Skills
E-commerce, Omniture, Competitive Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, PowerPoint, Social Networking, Account Management, Project Management, Web Analytics, Social Media, Marketing, Google Analytics, Golf, Email Marketing, PPC, Marketing Strategy, Digital Marketing, SEO, Online Marketing, Direct Marketing, Team Leadership, SEM, Analytics, Online Advertising, Affiliate Marketing, Social Media Marketing, Retail, Merchandising
Education
University of Delaware 2002 — 2006
Bachelor of Science, Marketing
Derek Dimino Derek Dimino's Merrill Lynch Experience June 2012 - August 2012
Job Student at University of Delaware
Industry Marketing and Advertising
Experience
Merrill Lynch June 2012 - August 2012
Skills
Social Media, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Photoshop, Microsoft Word, Social Media Marketing, Event Planning, HTML, Advertising, Social Networking, InDesign, Illustrator, Research, Public Relations, Public Speaking, Marketing, Market Research, Adobe Creative Suite, Volunteer Management, Event Management, Blogging
Education
University of Delaware 2010 — 2014
Don Bosco Prep 2006 — 2010
Merrill Lynch June 2012 - August 2012
Skills
Social Media, PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Photoshop, Microsoft Word, Social Media Marketing, Event Planning, HTML, Advertising, Social Networking, InDesign, Illustrator, Research, Public Relations, Public Speaking, Marketing, Market Research, Adobe Creative Suite, Volunteer Management, Event Management, Blogging
Education
University of Delaware 2010 — 2014
Don Bosco Prep 2006 — 2010
Anne-Marie Biser's Merrill Lynch Experience August 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Barclays Wealth and Investment Management February 2013 - August 2015
KBR, Inc. July 2011 - January 2013
University of Delaware October 2008 - May 2011
Whitman, Requardt & Associates, LLP January 2011 - February 2011
STRUCTURAL June 2010 - August 2010
Education
University of Delaware 2007 — 2011
B.S., Civil Engineering, Minors in Environmental Engineering and Economics
Dulaney High School 2004 — 2007
Passed Level I of the CFA Program
Merrill Lynch August 2015 - Present
Barclays Wealth and Investment Management February 2013 - August 2015
KBR, Inc. July 2011 - January 2013
University of Delaware October 2008 - May 2011
Whitman, Requardt & Associates, LLP January 2011 - February 2011
STRUCTURAL June 2010 - August 2010
Education
University of Delaware 2007 — 2011
B.S., Civil Engineering, Minors in Environmental Engineering and Economics
Dulaney High School 2004 — 2007
Passed Level I of the CFA Program
Alice Simonds's Merrill Lynch Experience 1998 - 2002
Job Sales at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2005 - Present
Bear Stearns 2002 - 2004
Merrill Lynch 1998 - 2002
Education
University of Delaware 1992 — 1996
Madison High School
Credit Suisse July 2005 - Present
Bear Stearns 2002 - 2004
Merrill Lynch 1998 - 2002
Education
University of Delaware 1992 — 1996
Madison High School
Oleg Simanovsky's Merrill Lynch Experience October 2004 - April 2005
Job Branch Office Examiner
Industry Investment Management
Experience
AIG Advisor Group September 2015 - Present
AIG Advisor Group March 2014 - September 2015
Charles Schwab Institutional May 2006 - February 2014
Merrill Lynch October 2004 - April 2005
Andover Brokerage, LLC April 1999 - January 2004
SCHONFELD SECURITIES, LLC April 1993 - January 1998
Citi June 1992 - March 1993
Charles Schwab December 1989 - June 1992
Skills
Equities, Series 7, FINRA, Equity Trading, Securities, ETFs, Trading, Series 63, Options, Investments, Equity Derivatives, Alternative Investments, Fixed Income, Trading Systems, Mutual Funds, Electronic Trading, Hedge Funds, Bloomberg, Proprietary Trading, Financial Markets, Asset Allocation, Bonds, Series 24, Investment Strategies, Series 55, Series 66, series 9, Series 10, Variable Annuities
Education
University of Delaware 1985 — 1988
BS, Business Adm- Finance/Marketing
Michigan Technological University
Mechanical Engineering
AIG Advisor Group September 2015 - Present
AIG Advisor Group March 2014 - September 2015
Charles Schwab Institutional May 2006 - February 2014
Merrill Lynch October 2004 - April 2005
Andover Brokerage, LLC April 1999 - January 2004
SCHONFELD SECURITIES, LLC April 1993 - January 1998
Citi June 1992 - March 1993
Charles Schwab December 1989 - June 1992
Skills
Equities, Series 7, FINRA, Equity Trading, Securities, ETFs, Trading, Series 63, Options, Investments, Equity Derivatives, Alternative Investments, Fixed Income, Trading Systems, Mutual Funds, Electronic Trading, Hedge Funds, Bloomberg, Proprietary Trading, Financial Markets, Asset Allocation, Bonds, Series 24, Investment Strategies, Series 55, Series 66, series 9, Series 10, Variable Annuities
Education
University of Delaware 1985 — 1988
BS, Business Adm- Finance/Marketing
Michigan Technological University
Mechanical Engineering
Amy Lisogorsky's Merrill Lynch Experience September 2004 - March 2008
Job Director Business Intelligence at Viacom
Industry Financial Services
Experience
Viacom January 2013 - Present
Viacom December 2011 - Present
Viacom March 2008 - December 2011
Merrill Lynch September 2004 - March 2008
Skills
Business Intelligence, Digital Media, Cognos, Data Modeling, Digital Strategy, Research, Strategy, Financial Modeling, Online Advertising, Analysis, Analytics, Omniture, Marketing, Sales, Social Media, Integrated Marketing, Advertising, Digital Marketing, New Media
Education
University of Delaware 1998 — 2002
Bachelor of Science (BS), Business Administration, Finance
Viacom January 2013 - Present
Viacom December 2011 - Present
Viacom March 2008 - December 2011
Merrill Lynch September 2004 - March 2008
Skills
Business Intelligence, Digital Media, Cognos, Data Modeling, Digital Strategy, Research, Strategy, Financial Modeling, Online Advertising, Analysis, Analytics, Omniture, Marketing, Sales, Social Media, Integrated Marketing, Advertising, Digital Marketing, New Media
Education
University of Delaware 1998 — 2002
Bachelor of Science (BS), Business Administration, Finance
Marc Zahr's Merrill Lynch Experience September 2004 - May 2007
Job Managing Partner & Chief Executive Officer at Oak Street Real Estate Capital
Industry Investment Management
Experience
Oak Street Real Estate Capital LLC September 2009 - Present
American Realty Capital May 2007 - September 2009
Merrill Lynch September 2004 - May 2007
TM Associates August 2001 - September 2004
Education
University of Dayton 1997 — 2001
Oak Street Real Estate Capital LLC September 2009 - Present
American Realty Capital May 2007 - September 2009
Merrill Lynch September 2004 - May 2007
TM Associates August 2001 - September 2004
Education
University of Dayton 1997 — 2001
Eric Dempsey's Merrill Lynch Experience May 2008 - August 2008
Job Marketing Intern at University of DaytonDepartment of Educational Leadership
Industry Marketing and Advertising
Experience
University of Dayton-Department of Educational Leadership January 2009 - Present
University of Dayton September 2007 - Present
Merrill Lynch May 2008 - August 2008
Education
University of Dayton 2005 — 2009
University of Dayton-Department of Educational Leadership January 2009 - Present
University of Dayton September 2007 - Present
Merrill Lynch May 2008 - August 2008
Education
University of Dayton 2005 — 2009
Jim Emmons's Merrill Lynch Experience 1992 - 1994
Job Vice President, Sales at Dataguise
Industry Computer Software
Experience
Dataguise 2015 - Present
Quest Software / Dell Software Group March 2001 - March 2014
Quest Software / Dell Software Group January 2009 - February 2014
Quest Software January 2006 - December 2008
Quest Software January 2003 - December 2005
Quest Software March 2001 - December 2003
Ceridian 1995 - 2001
ADP 1994 - 1996
Merrill Lynch 1992 - 1994
Control Data Corporation 1989 - 1992
Skills
Solution Selling, Sales, Account Management, SaaS, Sales Enablement, Professional Services, Enterprise Software, Salesforce.com, Sales Process, Cloud Computing, Business Alliances, Leadership, Start-ups, Go-to-market Strategy, Management, Strategy, Sales Operations, Software Industry, Channel Partners, Strategic Partnerships, Direct Sales, Pre-sales, Demand Generation, Lead Generation, Partner Management, Selling, Product Marketing, CRM, Complex Sales, Managed Services, Sales Management, Business Intelligence, International Sales, Product Management, Virtualization, Business Development, Application Performance..., Storage, Data Center, Sales Presentations, Cold Calling, B2B
Education
University of Delaware 1981 — 1985
BS, Economics
Dataguise 2015 - Present
Quest Software / Dell Software Group March 2001 - March 2014
Quest Software / Dell Software Group January 2009 - February 2014
Quest Software January 2006 - December 2008
Quest Software January 2003 - December 2005
Quest Software March 2001 - December 2003
Ceridian 1995 - 2001
ADP 1994 - 1996
Merrill Lynch 1992 - 1994
Control Data Corporation 1989 - 1992
Skills
Solution Selling, Sales, Account Management, SaaS, Sales Enablement, Professional Services, Enterprise Software, Salesforce.com, Sales Process, Cloud Computing, Business Alliances, Leadership, Start-ups, Go-to-market Strategy, Management, Strategy, Sales Operations, Software Industry, Channel Partners, Strategic Partnerships, Direct Sales, Pre-sales, Demand Generation, Lead Generation, Partner Management, Selling, Product Marketing, CRM, Complex Sales, Managed Services, Sales Management, Business Intelligence, International Sales, Product Management, Virtualization, Business Development, Application Performance..., Storage, Data Center, Sales Presentations, Cold Calling, B2B
Education
University of Delaware 1981 — 1985
BS, Economics
Jennifer L. Schmidt, PHR's Merrill Lynch Experience 1993 - 2001
Job Director, Talent Acquisition
Industry Mining & Metals
Experience
Oxbow Carbon LLC July 2012 - Present
NextEra Energy Resources November 2006 - July 2012
Ocwen Financial Corporation 2005 - 2007
Merrill Lynch 1993 - 2001
Skills
Strategic Planning, Employee Relations, Performance Management, Change Management, Microsoft Excel, Microsoft Office, Project Management, Team Building, Organizational..., Recruiting, Process Improvement, Customer Service, Leadership, Energy, Operations Management, Talent Acquisition, Management, Human Resources, College Recruiting, Team Leadership, Employee Benefits, Sourcing, Employee Engagement, Contract Management, Workforce Planning, Project Planning, Applicant Tracking..., Executive Search, Onboarding, Budgets, Contract Negotiation, Technical Recruiting, Supervisory Skills, Training, Renewable Energy, Internet Recruiting, Risk Management, Talent Management, Vendor Management, Policy, HRIS, Deferred Compensation, Interviews, Succession Planning, Personnel Management, Coaching, Strategy, Taleo, Staffing Services, Leadership Development
Education
University of Delaware 1988 — 1992
Bachelor of Arts (BA), Psychology
Oxbow Carbon LLC July 2012 - Present
NextEra Energy Resources November 2006 - July 2012
Ocwen Financial Corporation 2005 - 2007
Merrill Lynch 1993 - 2001
Skills
Strategic Planning, Employee Relations, Performance Management, Change Management, Microsoft Excel, Microsoft Office, Project Management, Team Building, Organizational..., Recruiting, Process Improvement, Customer Service, Leadership, Energy, Operations Management, Talent Acquisition, Management, Human Resources, College Recruiting, Team Leadership, Employee Benefits, Sourcing, Employee Engagement, Contract Management, Workforce Planning, Project Planning, Applicant Tracking..., Executive Search, Onboarding, Budgets, Contract Negotiation, Technical Recruiting, Supervisory Skills, Training, Renewable Energy, Internet Recruiting, Risk Management, Talent Management, Vendor Management, Policy, HRIS, Deferred Compensation, Interviews, Succession Planning, Personnel Management, Coaching, Strategy, Taleo, Staffing Services, Leadership Development
Education
University of Delaware 1988 — 1992
Bachelor of Arts (BA), Psychology
Katie Lawlor's Merrill Lynch Experience January 2008 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Education
University of Delaware
Merrill Lynch January 2008 - Present
Education
University of Delaware
Molly O'Brien's Merrill Lynch Experience January 2005 - January 2008
Job Manager Event Marketing
Industry Insurance
Experience
Fidelity & Guaranty Life August 2012 - Present
Bank of America Merrill Lynch June 2011 - September 2012
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch January 2005 - January 2008
Merrill Lynch May 2000 - January 2005
MediaVest July 1999 - May 2000
Skills
Banking, Budgets, Corporate Events, Customer Service, Event Management, Event Planning, Leadership, Marketing, Meeting Planning, Portfolio Management, Strategy, Marketing Communications
Education
University of Delaware 1995 — 1999
BA Mass Communication
Fidelity & Guaranty Life August 2012 - Present
Bank of America Merrill Lynch June 2011 - September 2012
Bank of America Merrill Lynch 2008 - 2011
Merrill Lynch January 2005 - January 2008
Merrill Lynch May 2000 - January 2005
MediaVest July 1999 - May 2000
Skills
Banking, Budgets, Corporate Events, Customer Service, Event Management, Event Planning, Leadership, Marketing, Meeting Planning, Portfolio Management, Strategy, Marketing Communications
Education
University of Delaware 1995 — 1999
BA Mass Communication
Alicia Merse (Geonnotti)'s Merrill Lynch Experience January 2005 - May 2006
Job Vice President, Finance and Human Resources
Industry Financial Services
Experience
EquiLend May 2006 - May 2011
Merrill Lynch January 2005 - May 2006
PricewaterhouseCoopers September 1999 - December 2004
Skills
Hedge Funds, Strategy, Accounting, Strategic Planning
Education
University of Delaware 1995 — 1999
Triton High School 1991 — 1995
EquiLend May 2006 - May 2011
Merrill Lynch January 2005 - May 2006
PricewaterhouseCoopers September 1999 - December 2004
Skills
Hedge Funds, Strategy, Accounting, Strategic Planning
Education
University of Delaware 1995 — 1999
Triton High School 1991 — 1995
Scott Blandford's Merrill Lynch Experience April 2007 - February 2009
Job Chief Digital Officer, TIAA_CREF & Chief Information Officer, Retirement & Individual Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2010 - Present
Bank of America 2009 - December 2010
Merrill Lynch April 2007 - February 2009
Fidelity Investments 2004 - 2007
Fidelity Investments, Fidelity E-Business 2001 - 2007
Fidelity Investments 1996 - 2001
MMTC 1993 - 1996
University of Dayton 1985 - 1995
Skills
Vendor Management, SDLC, Business Analysis, Management, Program Management, Financial Services, IT Strategy, Software Project..., Enterprise Architecture, Process Improvement
Education
University of Dayton 1985 — 1995
Master of Science, Electrical Engineering
TIAA-CREF December 2010 - Present
Bank of America 2009 - December 2010
Merrill Lynch April 2007 - February 2009
Fidelity Investments 2004 - 2007
Fidelity Investments, Fidelity E-Business 2001 - 2007
Fidelity Investments 1996 - 2001
MMTC 1993 - 1996
University of Dayton 1985 - 1995
Skills
Vendor Management, SDLC, Business Analysis, Management, Program Management, Financial Services, IT Strategy, Software Project..., Enterprise Architecture, Process Improvement
Education
University of Dayton 1985 — 1995
Master of Science, Electrical Engineering
Brian Francfort's Merrill Lynch Experience 1993 - 2007
Job Director Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Merrill Lynch 1993 - 2007
Education
University of Delaware 1988 — 1993
St. Joseph's High School 1984 — 1988
Fidelity Investments September 2007 - Present
Merrill Lynch 1993 - 2007
Education
University of Delaware 1988 — 1993
St. Joseph's High School 1984 — 1988
Brian Zimmer's Merrill Lynch Experience November 2004 - May 2007
Job Territory Manager at Karl Storz Endoscopy
Industry Medical Devices
Experience
Karl Storz Endoscopy November 2012 - Present
ADP May 2008 - November 2012
Allied Home Mortgage April 2007 - May 2008
Merrill Lynch November 2004 - May 2007
Education
University of Delaware 2000 — 2004
Bachelor's degree, Economics
Karl Storz Endoscopy November 2012 - Present
ADP May 2008 - November 2012
Allied Home Mortgage April 2007 - May 2008
Merrill Lynch November 2004 - May 2007
Education
University of Delaware 2000 — 2004
Bachelor's degree, Economics
Ann Strootman's Merrill Lynch Experience January 2008 - Present
Job Director, Insurance Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Penn Mutual Life Ins. Co. 1991 - 2004
Education
University of Delaware 1979 — 1983
BS, Accounting & Finance
Merrill Lynch January 2008 - Present
Penn Mutual Life Ins. Co. 1991 - 2004
Education
University of Delaware 1979 — 1983
BS, Accounting & Finance
Christopher Briscoe, CFP®'s Merrill Lynch Experience 2006 - 2007
Job Vice President and Wealth Advisor, Girard Partners
Industry Financial Services
Experience
Girard Partners, Ltd August 2014 - Present
J.P. Morgan April 2013 - August 2014
J.P. Morgan June 2003 - April 2013
Merrill Lynch 2006 - 2007
J.P. Morgan December 1999 - June 2003
Education
University of Delaware 1995 — 1999
Bachelor of Science (BS), Finance
Hanover Park High School 1991 — 1995
Girard Partners, Ltd August 2014 - Present
J.P. Morgan April 2013 - August 2014
J.P. Morgan June 2003 - April 2013
Merrill Lynch 2006 - 2007
J.P. Morgan December 1999 - June 2003
Education
University of Delaware 1995 — 1999
Bachelor of Science (BS), Finance
Hanover Park High School 1991 — 1995
Roger Mason, Jr.'s Merrill Lynch Experience October 2006 - July 2007
Job Owner Pointe Electronics/Pointe Monitoring and Alarm
Industry Retail
Experience
Pointe Monitoring and Alarm January 2012 - Present
Pointe Electronics April 2010 - Present
RBC Royal Bank July 2007 - March 2010
Merrill Lynch October 2006 - July 2007
Comerica July 2005 - October 2006
Skills
Portfolio Management, Wealth Management, Investments, Financial Analysis, Credit, Asset Managment, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Estate Planning, Banking, Loans
Education
University of Dayton 1998 — 2002
Bachelor of Science, Management Information Systems/Finance
Pointe Monitoring and Alarm January 2012 - Present
Pointe Electronics April 2010 - Present
RBC Royal Bank July 2007 - March 2010
Merrill Lynch October 2006 - July 2007
Comerica July 2005 - October 2006
Skills
Portfolio Management, Wealth Management, Investments, Financial Analysis, Credit, Asset Managment, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Estate Planning, Banking, Loans
Education
University of Dayton 1998 — 2002
Bachelor of Science, Management Information Systems/Finance
Andrew O'Fee's Merrill Lynch Experience July 1987 - March 2003
Job Financial Services Professional
Industry Financial Services
Experience
Bank of Oklahoma January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Education
University of Delaware 1983 — 1987
Bachelor of Arts, International Relations
Bank of Oklahoma January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Education
University of Delaware 1983 — 1987
Bachelor of Arts, International Relations
Richard Sofka's Merrill Lynch Experience January 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Merrill Lynch January 2006 - Present
Education
University of Dayton 1997 — 2001
Merrill Lynch January 2008 - Present
Merrill Lynch January 2006 - Present
Education
University of Dayton 1997 — 2001
Andrea Shieh, CIMA®'s Merrill Lynch Experience July 2012 - Present
Job Senior Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Skills
Series 7, Series 66, CIMA®, Finance, Investments, Mutual Funds, Equities, Economics
Education
University of Delaware 2001 — 2004
Bachelor of Science in Business Administration, concentration in Finance
Merrill Lynch July 2012 - Present
Skills
Series 7, Series 66, CIMA®, Finance, Investments, Mutual Funds, Equities, Economics
Education
University of Delaware 2001 — 2004
Bachelor of Science in Business Administration, concentration in Finance
Jackie Arimenta's Merrill Lynch Experience March 2011 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Merrill Lynch 1994 - 2008
Education
University of Delaware 1990 — 1994
BA, Organizational Communication
Merrill Lynch March 2011 - Present
Merrill Lynch 1994 - 2008
Education
University of Delaware 1990 — 1994
BA, Organizational Communication
John Healy's Merrill Lynch Experience November 2009 - October 2011
Job ITG Electronic Sales
Industry Financial Services
Experience
ITG September 2014 - Present
Otkritie Securities Ltd February 2014 - August 2014
Daiwa Securities Capital Markets May 2012 - February 2013
Merrill Lynch November 2009 - October 2011
ABN AMRO Bank N.V. April 2007 - June 2009
JP Morgan 1999 - 2007
Skills
Program Trading, Equities, Equity Trading, Series 63, Series 7, Portfolio Management, Trading, Hedge Funds, Electronic Trading, Bloomberg, Emerging Markets, Middle Office, FINRA, Options, Derivatives, Trading Systems, Equity Derivatives, FX Options, Financial Markets, Securities, Capital Markets, Market Data, Fixed Income, Prime Brokerage, Structured Products, Investment Banking, Trading Strategies, Alternative Investments, Swaps, Proprietary Trading, Bonds, Commodity, FX trading, Credit Derivatives, Equity Research, ETFs, Mutual Funds, Settlement, Hedging, Asset Management, Back Office, Series 24, Currency, Interest Rate..., Market Risk, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
NYU Stern Executive MBA Program
University of Delaware 1997 — 2000
Bachelors, Management, Marketing
ITG September 2014 - Present
Otkritie Securities Ltd February 2014 - August 2014
Daiwa Securities Capital Markets May 2012 - February 2013
Merrill Lynch November 2009 - October 2011
ABN AMRO Bank N.V. April 2007 - June 2009
JP Morgan 1999 - 2007
Skills
Program Trading, Equities, Equity Trading, Series 63, Series 7, Portfolio Management, Trading, Hedge Funds, Electronic Trading, Bloomberg, Emerging Markets, Middle Office, FINRA, Options, Derivatives, Trading Systems, Equity Derivatives, FX Options, Financial Markets, Securities, Capital Markets, Market Data, Fixed Income, Prime Brokerage, Structured Products, Investment Banking, Trading Strategies, Alternative Investments, Swaps, Proprietary Trading, Bonds, Commodity, FX trading, Credit Derivatives, Equity Research, ETFs, Mutual Funds, Settlement, Hedging, Asset Management, Back Office, Series 24, Currency, Interest Rate..., Market Risk, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
NYU Stern Executive MBA Program
University of Delaware 1997 — 2000
Bachelors, Management, Marketing
Eric Adlard's Merrill Lynch Experience February 2007 - August 2007
Job NA FX Product Controller
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
UBS Investment Bank September 2012 - Present
UBS Investment Bank August 2011 - August 2012
Catholic Health Partners June 2011 - August 2011
Hanley Group Derivatives Trading Center August 2010 - May 2011
Flyer Enterprises August 2009 - May 2011
Cincinnati Financial Corporation May 2010 - August 2010
Private Owner May 2009 - July 2009
Merrill Lynch February 2007 - August 2007
Skills
Marketing, Sales
Education
University of Dayton 2007 — 2011
School, Business Administration; Finance
J.P. Morgan July 2015 - Present
UBS Investment Bank September 2012 - Present
UBS Investment Bank August 2011 - August 2012
Catholic Health Partners June 2011 - August 2011
Hanley Group Derivatives Trading Center August 2010 - May 2011
Flyer Enterprises August 2009 - May 2011
Cincinnati Financial Corporation May 2010 - August 2010
Private Owner May 2009 - July 2009
Merrill Lynch February 2007 - August 2007
Skills
Marketing, Sales
Education
University of Dayton 2007 — 2011
School, Business Administration; Finance
Kelly O'Dea's Merrill Lynch Experience November 1990 - April 2011
Job Managing Director Bank of America/Merrill Lynch, Supervision and Control
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2011 - Present
Merrill Lynch November 1990 - April 2011
Deloitte 1987 - 1990
Skills
Banking, Asset Management, Business Analysis, Business Development
Education
University of Delaware
Bachelor of Science (B.S.), Accounting
Bank of America Merrill Lynch April 2011 - Present
Merrill Lynch November 1990 - April 2011
Deloitte 1987 - 1990
Skills
Banking, Asset Management, Business Analysis, Business Development
Education
University of Delaware
Bachelor of Science (B.S.), Accounting
Francis Flavin's Merrill Lynch Experience 1987 - 1996
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo April 2013 - Present
U.S. Bancorp December 1996 - March 2013
Merrill Lynch 1987 - 1996
Skills
Relationship Management, Direct Sales, Contract Negotiation, Supplier Negotiation
Education
University of Delaware
Wells Fargo April 2013 - Present
Wells Fargo April 2013 - Present
U.S. Bancorp December 1996 - March 2013
Merrill Lynch 1987 - 1996
Skills
Relationship Management, Direct Sales, Contract Negotiation, Supplier Negotiation
Education
University of Delaware
Cyndy Houck's Merrill Lynch Experience June 1996 - June 2009
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
Houck Business Services June 2009 - November 2011
Merrill Lynch June 1996 - June 2009
Education
University of Delaware 1973 — 1977
BS, Business Administration
Unversity of Delaware
Business Administration
Morgan Stanley Smith Barney 2011 - Present
Houck Business Services June 2009 - November 2011
Merrill Lynch June 1996 - June 2009
Education
University of Delaware 1973 — 1977
BS, Business Administration
Unversity of Delaware
Business Administration
Anthony Saracusa, CIMA's Merrill Lynch Experience November 2004 - May 2013
Job Director at Hartland Institutional & Wealth Advisors
Industry Financial Services
Experience
Hartland & Co. April 2013 - Present
Merrill Lynch November 2004 - May 2013
Merrill Lynch November 2004 - July 2007
Skills
Wealth Management, Mutual Funds, Series 7, Asset Allocation, Equities, 401k, Alternative Investments, Uniform Combined State..., Series 63, Investment Strategies, Investments, Fixed Income, Asset Management, Investment Advisory, Portfolio Management, Securities, Financial Analysis
Education
University of Dayton 1998 — 2002
Business
Saint Ignatius High School 1995 — 1998
Hartland & Co. April 2013 - Present
Merrill Lynch November 2004 - May 2013
Merrill Lynch November 2004 - July 2007
Skills
Wealth Management, Mutual Funds, Series 7, Asset Allocation, Equities, 401k, Alternative Investments, Uniform Combined State..., Series 63, Investment Strategies, Investments, Fixed Income, Asset Management, Investment Advisory, Portfolio Management, Securities, Financial Analysis
Education
University of Dayton 1998 — 2002
Business
Saint Ignatius High School 1995 — 1998
Douglas J. Smith's Merrill Lynch Experience April 2007 - April 2008
Job Financial Advisor at Northeast Planning Corporation
Industry Financial Services
Experience
Northeast Planning Corporation August 2009 - Present
MetLife April 2008 - July 2009
Merrill Lynch April 2007 - April 2008
Education
University of Delaware 2003 — 2007
Bachelors, Finance
Northeast Planning Corporation August 2009 - Present
MetLife April 2008 - July 2009
Merrill Lynch April 2007 - April 2008
Education
University of Delaware 2003 — 2007
Bachelors, Finance
Karen Finneran's Merrill Lynch Experience July 1984 - January 2001
Job Manager of Finance and Operations at LebaTex, Inc.
Industry Textiles
Experience
LebaTex Inc. October 2009 - Present
Merrill Lynch July 1984 - January 2001
Skills
Journal Entries, Fixed Assets, Financial Statements, Sales Tax, GAAP, Accruals, Tax Returns, Financial Reporting, Income Tax, Payroll, Bookkeeping, Cash Flow, Financial Accounting, Internal Audit, Accounts Receivable, Accounting, IFRS, Auditing, Bank Reconciliation, Accounts Payable, QuickBooks, General Ledger, Account Reconciliation, Internal Controls, Tax, Financial Analysis, SAP Implementation
Education
University of Delaware
Bachelor of Science in Accounting
LebaTex Inc. October 2009 - Present
Merrill Lynch July 1984 - January 2001
Skills
Journal Entries, Fixed Assets, Financial Statements, Sales Tax, GAAP, Accruals, Tax Returns, Financial Reporting, Income Tax, Payroll, Bookkeeping, Cash Flow, Financial Accounting, Internal Audit, Accounts Receivable, Accounting, IFRS, Auditing, Bank Reconciliation, Accounts Payable, QuickBooks, General Ledger, Account Reconciliation, Internal Controls, Tax, Financial Analysis, SAP Implementation
Education
University of Delaware
Bachelor of Science in Accounting
Jonathan Leonardis's Merrill Lynch Experience March 2007 - October 2008
Job Director of National Accounts at 1 Hotel South Beach
Industry Hospitality
Experience
1 Hotel South Beach May 2014 - Present
One Bal Harbor Resort & Spa August 2013 - May 2014
Loews Miami Beach Hotel January 2013 - August 2013
Loews Miami Beach Hotel July 2012 - January 2013
Loews Miami Beach Hotel January 2011 - July 2012
Loews Miami Beach Hotel October 2008 - January 2011
Merrill Lynch March 2007 - October 2008
PNC October 2004 - March 2007
Janvier Jewelers October 2000 - March 2007
Skills
Hospitality Management, Hotels, Hotel Management, Food & Beverage, Hotel Sales, Financial Sales, Jewelry Sales and..., Customer Service, Hospitality, Resorts, Meeting Planning, Sales, Sales Finance, Revenue Analysis, Hospitality Industry, Front Office, Tourism, Yield Management
Education
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Economics
University of Wilmington
Partial Master of Business Administration (M.B.A.), International Marketing
1 Hotel South Beach May 2014 - Present
One Bal Harbor Resort & Spa August 2013 - May 2014
Loews Miami Beach Hotel January 2013 - August 2013
Loews Miami Beach Hotel July 2012 - January 2013
Loews Miami Beach Hotel January 2011 - July 2012
Loews Miami Beach Hotel October 2008 - January 2011
Merrill Lynch March 2007 - October 2008
PNC October 2004 - March 2007
Janvier Jewelers October 2000 - March 2007
Skills
Hospitality Management, Hotels, Hotel Management, Food & Beverage, Hotel Sales, Financial Sales, Jewelry Sales and..., Customer Service, Hospitality, Resorts, Meeting Planning, Sales, Sales Finance, Revenue Analysis, Hospitality Industry, Front Office, Tourism, Yield Management
Education
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Economics
University of Wilmington
Partial Master of Business Administration (M.B.A.), International Marketing
Greg Weachock's Merrill Lynch Experience May 2007 - May 2009
Job Vice President. Sr. Philanthropic Officer, U.S. Trust, Bank of America Private Wealth Managet
Industry Financial Services
Experience
U.S. Trust October 2012 - Present
Morgan Stanley June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - July 2011
Amerivent June 2009 - June 2010
Merrill Lynch May 2007 - May 2009
Bank of New York Mellon September 2006 - May 2007
Merrill Lynch July 2002 - September 2006
Bessemer Trust October 1995 - June 2002
Princeton Bank & Trust December 1993 - September 1995
Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services
Education
Montclair State University 1997 — 2001
MBA, Business Administration/Accounting
University of Delaware 1989 — 1993
BSBA, Finance
U.S. Trust October 2012 - Present
Morgan Stanley June 2011 - September 2012
Bank of America Merrill Lynch June 2010 - July 2011
Amerivent June 2009 - June 2010
Merrill Lynch May 2007 - May 2009
Bank of New York Mellon September 2006 - May 2007
Merrill Lynch July 2002 - September 2006
Bessemer Trust October 1995 - June 2002
Princeton Bank & Trust December 1993 - September 1995
Skills
Series 7, Trust Services, Securities, Equities, Mutual Funds, High Net Worth..., Asset Allocation, Wealth Management..., Risk Management, Accounting, Relationship Management, Trust Management, Private Banking, Trusts, Financial Services
Education
Montclair State University 1997 — 2001
MBA, Business Administration/Accounting
University of Delaware 1989 — 1993
BSBA, Finance
Andrew Logullo's Merrill Lynch Experience July 1994 - July 1998
Job Property Manager at Property Supervisor Purdue Apartments West LA
Industry Real Estate
Experience
Property Supervisor - Purdue Apartments West LA August 2010 - Present
Browntown Investments LLC November 2009 - Present
Essential Management Inc May 2005 - December 2012
Bond Capital October 1998 - May 2005
Merrill Lynch July 1994 - July 1998
Skills
Management, Investment Properties, Real Estate, Finance, Leases, Business Planning, Recruiting, Sales, Sales Management
Education
University of Delaware 1988 — 1991
BA, Political Science / Philosophy
University of Delaware 1988 — 1991
Bachelor's degree, Poly Sci
Property Supervisor - Purdue Apartments West LA August 2010 - Present
Browntown Investments LLC November 2009 - Present
Essential Management Inc May 2005 - December 2012
Bond Capital October 1998 - May 2005
Merrill Lynch July 1994 - July 1998
Skills
Management, Investment Properties, Real Estate, Finance, Leases, Business Planning, Recruiting, Sales, Sales Management
Education
University of Delaware 1988 — 1991
BA, Political Science / Philosophy
University of Delaware 1988 — 1991
Bachelor's degree, Poly Sci
Curt Cariddi's Merrill Lynch Experience 1986 - Present
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 1986 - Present
Merrill Lynch 1986 - Present
Education
University of Delaware 1973 — 1977
BS, Accounting
Bank of America Merrill Lynch February 1986 - Present
Merrill Lynch 1986 - Present
Education
University of Delaware 1973 — 1977
BS, Accounting
Kevin Berman's Merrill Lynch Experience August 1996 - October 2006
Job Tax Senior Investment Management at Deloitte Tax LLP
Industry Financial Services
Experience
Deloitte Tax LLP March 2011 - Present
BlackRock October 2006 - March 2011
Merrill Lynch August 1996 - October 2006
Dow Jones June 1994 - August 1996
Skills
Tax Accounting, Tax, Tax Returns, Mutual Funds, Tax Advisory, Compliance, Business Tax Planning, Microsoft Excel, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Services, Finance, Corporate Tax, Internal Controls, GAAP, US GAAP, Account Reconciliation
Education
University of Delaware 1990 — 1994
Bachelor of Science (B.S.), Accounting, Dean's List
Deloitte Tax LLP March 2011 - Present
BlackRock October 2006 - March 2011
Merrill Lynch August 1996 - October 2006
Dow Jones June 1994 - August 1996
Skills
Tax Accounting, Tax, Tax Returns, Mutual Funds, Tax Advisory, Compliance, Business Tax Planning, Microsoft Excel, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Services, Finance, Corporate Tax, Internal Controls, GAAP, US GAAP, Account Reconciliation
Education
University of Delaware 1990 — 1994
Bachelor of Science (B.S.), Accounting, Dean's List
Bruce Ulmer, CPA's Merrill Lynch Experience 1981 - 1987
Job VP Internal Audit at Quest Diagnostics
Industry Health, Wellness and Fitness
Experience
Quest Diagnostics July 2006 - Present
Lincoln Financial Group 1999 - 2006
Delaware Investments June 1993 - June 1999
Vanguard December 1989 - May 1993
Thomson McKinnon Securities 1987 - 1989
Merrill Lynch 1981 - 1987
Corroon & Black Corp. 1978 - 1981
PwC 1970 - 1978
Skills
Enterprise Risk..., Business Continuity..., Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, IT Audit, Internal Controls, Risk Assessment, Auditing, SAS70, External Audit, Fraud, CPA, Management, Finance, Accounting, Financial Analysis, Process Improvement
Education
University of Delaware
BS Acctg., Accounting
Quest Diagnostics July 2006 - Present
Lincoln Financial Group 1999 - 2006
Delaware Investments June 1993 - June 1999
Vanguard December 1989 - May 1993
Thomson McKinnon Securities 1987 - 1989
Merrill Lynch 1981 - 1987
Corroon & Black Corp. 1978 - 1981
PwC 1970 - 1978
Skills
Enterprise Risk..., Business Continuity..., Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, IT Audit, Internal Controls, Risk Assessment, Auditing, SAS70, External Audit, Fraud, CPA, Management, Finance, Accounting, Financial Analysis, Process Improvement
Education
University of Delaware
BS Acctg., Accounting
Eric Haber's Merrill Lynch Experience August 2009 - December 2009
Job CoFounder at Pickler & Co
Industry Food & Beverages
Experience
Pickler & Co May 2015 - Present
Applegate Kitchens February 2014 - May 2015
PNC Investments September 2012 - December 2013
J.P. Morgan September 2011 - September 2012
The Bancorp Bank September 2010 - September 2011
Merrill Lynch August 2009 - December 2009
Skills
Financial Services, Financial Analysis, Banking, Credit, Customer Service, Investments
Education
University of Delaware 2006 — 2010
B.S, Business Administration; Finance
Pickler & Co May 2015 - Present
Applegate Kitchens February 2014 - May 2015
PNC Investments September 2012 - December 2013
J.P. Morgan September 2011 - September 2012
The Bancorp Bank September 2010 - September 2011
Merrill Lynch August 2009 - December 2009
Skills
Financial Services, Financial Analysis, Banking, Credit, Customer Service, Investments
Education
University of Delaware 2006 — 2010
B.S, Business Administration; Finance
Thomas McCormack's Merrill Lynch Experience March 2006 - March 2010
Job Customer Service Rep
Industry Financial Services
Experience
JP Morgan Chase August 2010 - Present
Merrill Lynch March 2006 - March 2010
Education
University of Dayton 1999 — 2003
Finance
JP Morgan Chase August 2010 - Present
Merrill Lynch March 2006 - March 2010
Education
University of Dayton 1999 — 2003
Finance
Joseph Hanish's Merrill Lynch Experience August 1988 - April 2000
Job Board Member at Chateau Chantal Winery and B&B
Industry
Experience
Federation of Christian Ministry 2000 - Present
Chateau Chantal Winery and B&B 1995 - Present
Currently Retired 1999 - 2012
Merrill Lynch August 1988 - April 2000
Skills
Public Speaking, Religion, Teaching, Theology, Community Outreach, Leadership Development, Team Building, Nonprofits, Event Planning, Higher Education, Research, Volunteer Management
Education
University of Detroit Mercy 1964 — 1967
Master's Degree, Counseling Psychology
University of Dayton 1955 — 1959
BA Philosophy, Philosophy
Federation of Christian Ministry 2000 - Present
Chateau Chantal Winery and B&B 1995 - Present
Currently Retired 1999 - 2012
Merrill Lynch August 1988 - April 2000
Skills
Public Speaking, Religion, Teaching, Theology, Community Outreach, Leadership Development, Team Building, Nonprofits, Event Planning, Higher Education, Research, Volunteer Management
Education
University of Detroit Mercy 1964 — 1967
Master's Degree, Counseling Psychology
University of Dayton 1955 — 1959
BA Philosophy, Philosophy
Dan Christie's Merrill Lynch Experience June 1991 - January 1996
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS February 2007 - Present
McDonald Investments January 1999 - February 2007
Key Investment Services January 1996 - January 1999
Merrill Lynch June 1991 - January 1996
Skills
Finance, Wealth Management, Series 7
Education
University of Dayton 1989 — 1991
Master of Business Administration (M.B.A.)
University of Dayton 1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering Technology
UBS February 2007 - Present
McDonald Investments January 1999 - February 2007
Key Investment Services January 1996 - January 1999
Merrill Lynch June 1991 - January 1996
Skills
Finance, Wealth Management, Series 7
Education
University of Dayton 1989 — 1991
Master of Business Administration (M.B.A.)
University of Dayton 1983 — 1987
Bachelor of Science (B.S.), Mechanical Engineering Technology
Jessica Oppenheim's Merrill Lynch Experience December 2000 - January 2009
Job Head of Marketing & Communications, Global Banking and Markets, Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Bank of America January 2009 - July 2012
Merrill Lynch December 2000 - January 2009
ING Barings January 1996 - December 2000
S.G. Warburg March 1992 - December 1996
Skills
Internal Communications, Investment Banking, Corporate Communications, Strategic Communications, Media Relations, Change Management
Education
University of Delaware 1986 — 1990
Bachelor of Arts (BA), Political Science
Bank of America July 2012 - Present
Bank of America January 2009 - July 2012
Merrill Lynch December 2000 - January 2009
ING Barings January 1996 - December 2000
S.G. Warburg March 1992 - December 1996
Skills
Internal Communications, Investment Banking, Corporate Communications, Strategic Communications, Media Relations, Change Management
Education
University of Delaware 1986 — 1990
Bachelor of Arts (BA), Political Science
Brittany Luke's Merrill Lynch Experience June 2010 - August 2010
Job Strategic Pricing Analyst at Canon Solutions America
Industry Financial Services
Experience
Canon Solutions America July 2013 - Present
First Data Corporation June 2011 - July 2013
Fund for Delaware/Ruffalo Cody November 2009 - May 2011
Merrill Lynch June 2010 - August 2010
Student Media Group September 2009 - October 2009
North Fork Bank June 2006 - August 2006
Skills
Finance, Financial Analysis, Microsoft Excel, Sales, Risk Management, Management, Customer Service, Analysis
Education
University of Delaware 2007 — 2011
Finance Major International Business Minor
Canon Solutions America July 2013 - Present
First Data Corporation June 2011 - July 2013
Fund for Delaware/Ruffalo Cody November 2009 - May 2011
Merrill Lynch June 2010 - August 2010
Student Media Group September 2009 - October 2009
North Fork Bank June 2006 - August 2006
Skills
Finance, Financial Analysis, Microsoft Excel, Sales, Risk Management, Management, Customer Service, Analysis
Education
University of Delaware 2007 — 2011
Finance Major International Business Minor
Andy Tracy's Merrill Lynch Experience September 2006 - August 2008
Job AVP Sr Operations Business Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2012 - August 2014
Morgan Stanley February 2010 - June 2012
U.S. Bank September 2008 - February 2010
Merrill Lynch September 2006 - August 2008
Skills
Wealth Management, Investments, Retirement Planning, Equities, Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Series 63, Strategic Financial..., Alternative Investments, Securities, Investment Advisory, Asset Management
Education
University of Dayton 2002 — 2006
Bachelor of Science (BS), Economics
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2012 - August 2014
Morgan Stanley February 2010 - June 2012
U.S. Bank September 2008 - February 2010
Merrill Lynch September 2006 - August 2008
Skills
Wealth Management, Investments, Retirement Planning, Equities, Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Series 63, Strategic Financial..., Alternative Investments, Securities, Investment Advisory, Asset Management
Education
University of Dayton 2002 — 2006
Bachelor of Science (BS), Economics
Paige Porter's Merrill Lynch Experience December 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Public Relations and Communications
Experience
Merrill Lynch December 2012 - Present
Illinois Junior Golf Association (IJGA) May 2011 - August 2011
Good Neighbor House August 2010 - April 2011
Golf Galaxy May 2009 - September 2009
Good Neighbor House October 2008 - January 2009
Skills
Public Relations, Event Management, Customer Service, Fundraising, Marketing, Strategy, CRM, PowerPoint
Education
University of Dayton 2008 — 2012
B.A., Communication Public Relations, Marketing minor
Merrill Lynch December 2012 - Present
Illinois Junior Golf Association (IJGA) May 2011 - August 2011
Good Neighbor House August 2010 - April 2011
Golf Galaxy May 2009 - September 2009
Good Neighbor House October 2008 - January 2009
Skills
Public Relations, Event Management, Customer Service, Fundraising, Marketing, Strategy, CRM, PowerPoint
Education
University of Dayton 2008 — 2012
B.A., Communication Public Relations, Marketing minor
Phillip Brehl's Merrill Lynch Experience May 2011 - August 2011
Job Wealth Management Intern at Century Securities
Industry Financial Services
Experience
Century Securities August 2011 - Present
Merrill Lynch May 2011 - August 2011
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Century Securities August 2011 - Present
Merrill Lynch May 2011 - August 2011
Education
University of Dayton 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
ed abitanta's Merrill Lynch Experience August 1984 - Present
Job Senior Vice President?Investments
Industry Financial Services
Experience
Merrill Lynch August 1984 - Present
Education
University of Delaware
BA, Economics
Merrill Lynch August 1984 - Present
Education
University of Delaware
BA, Economics
Gregg Dreyer's Merrill Lynch Experience July 1997 - Present
Job Client Service Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1997 - Present
Merrill Lynch December 2001 - November 2005
Skills
Mutual Funds, Equities, Investments, Series 63, 401k, Securities
Education
University of Delaware 1994 — 1996
accounting
Merrill Lynch July 1997 - Present
Merrill Lynch December 2001 - November 2005
Skills
Mutual Funds, Equities, Investments, Series 63, 401k, Securities
Education
University of Delaware 1994 — 1996
accounting
Peter Gudath's Merrill Lynch Experience 1999 - 2001
Job Financial Service Professional
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
State Street August 2011 - December 2012
State Street 2009 - July 2011
State Street 2002 - 2009
State Street 2001 - 2002
Merrill Lynch 1999 - 2001
Merrill Lynch 1994 - 1999
Skills
Financial Analysis, Mutual Funds, Securities, Equities, Financial Services, Bloomberg, Fixed Income, Asset Management, Accounting, Portfolio Management
Education
University of Dayton 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Lakeland Regional High School 1974 — 1978
BNY Mellon October 2014 - Present
State Street August 2011 - December 2012
State Street 2009 - July 2011
State Street 2002 - 2009
State Street 2001 - 2002
Merrill Lynch 1999 - 2001
Merrill Lynch 1994 - 1999
Skills
Financial Analysis, Mutual Funds, Securities, Equities, Financial Services, Bloomberg, Fixed Income, Asset Management, Accounting, Portfolio Management
Education
University of Dayton 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Lakeland Regional High School 1974 — 1978
Jordan Meyer's Merrill Lynch Experience June 2012 - August 2013
Job Assurance Staff at EY
Industry Financial Services
Experience
EY October 2014 - Present
Merrill Lynch June 2012 - August 2013
Social Media Marketing September 2012 - November 2012
Camp Poyntelle Lewis Village June 2008 - August 2011
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
EY October 2014 - Present
Merrill Lynch June 2012 - August 2013
Social Media Marketing September 2012 - November 2012
Camp Poyntelle Lewis Village June 2008 - August 2011
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Jim Passwaters's Merrill Lynch Experience
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Education
University of Delaware - Lerner College of Business and Economics
Master of Business Administration (M.B.A.)
University of Delaware
Bachelor's Degree, Economics
Merrill Lynch
Education
University of Delaware - Lerner College of Business and Economics
Master of Business Administration (M.B.A.)
University of Delaware
Bachelor's Degree, Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank