Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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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
Scott Burlew Scott Burlew's Merrill Lynch Experience March 2008 - April 2010
Job Account Executive at Gannett
Industry Marketing and Advertising
Experience
Gannett September 2010 - Present
Merrill Lynch March 2008 - April 2010
Alcon, a Novartis company August 2006 - January 2008
ADP January 2004 - July 2006
Comcast Spotlight September 1999 - February 2003
Skills
Advertising Sales, Digital Media, Advertising, Online Advertising, Media Planning, Digital Marketing, Social Media Marketing, Digital Strategy, Media Sales, Mobile Advertising, Account Management, Social Media, Cold Calling, Salesforce.com, Email Marketing, Mobile Marketing, Marketing Communications, Lead Generation
Education
University of Delaware 1995 — 1999
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Gannett September 2010 - Present
Merrill Lynch March 2008 - April 2010
Alcon, a Novartis company August 2006 - January 2008
ADP January 2004 - July 2006
Comcast Spotlight September 1999 - February 2003
Skills
Advertising Sales, Digital Media, Advertising, Online Advertising, Media Planning, Digital Marketing, Social Media Marketing, Digital Strategy, Media Sales, Mobile Advertising, Account Management, Social Media, Cold Calling, Salesforce.com, Email Marketing, Mobile Marketing, Marketing Communications, Lead Generation
Education
University of Delaware 1995 — 1999
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Joseph Arena, CFP® Joseph Arena, CFP®'s Merrill Lynch Experience August 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch January 2012 - July 2014
ING Financial Partners September 2009 - December 2012
New York Mercantile Exchange June 2007 - September 2007
New York Mercantile Exchange June 2004 - September 2004
Skills
Series 7, Microsoft Excel, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Retirement, Investment Advisory, Uniform Combined State..., Portfolio Management, Life Insurance, Financial Analysis, Hedge Funds, Mutual Funds, Series 63, Asset Allocation, Finance, Sales Management, Fixed Annuities, Sales, Financial Advisory, Investment Strategies, Estate Planning, Securities, Insurance, Equities, Fixed Income, Financial Services
Education
University of Delaware 2005 — 2009
Bachelor of Business, Finance
Merrill Lynch August 2014 - Present
Merrill Lynch January 2012 - July 2014
ING Financial Partners September 2009 - December 2012
New York Mercantile Exchange June 2007 - September 2007
New York Mercantile Exchange June 2004 - September 2004
Skills
Series 7, Microsoft Excel, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Retirement, Investment Advisory, Uniform Combined State..., Portfolio Management, Life Insurance, Financial Analysis, Hedge Funds, Mutual Funds, Series 63, Asset Allocation, Finance, Sales Management, Fixed Annuities, Sales, Financial Advisory, Investment Strategies, Estate Planning, Securities, Insurance, Equities, Fixed Income, Financial Services
Education
University of Delaware 2005 — 2009
Bachelor of Business, Finance
Molly Rockafellow's Merrill Lynch Experience April 2007 - February 2012
Job Operations Manager at HighTower, Kelly Wealth Management
Industry Financial Services
Experience
HighTower, Kelly Wealth Management February 2012 - Present
Merrill Lynch April 2007 - February 2012
Smith Barney 1992 - 2002
Skills
Administrative Work, Organization, Client Service Oriented, Friendly Personality, Communication, Financial Services, Asset Allocation, Finance, Wealth Management, Client Services, Mutual Funds
Education
University of Delaware
Bachelor of Arts (B.A.), Sociology
Manhasset High School
HighTower, Kelly Wealth Management February 2012 - Present
Merrill Lynch April 2007 - February 2012
Smith Barney 1992 - 2002
Skills
Administrative Work, Organization, Client Service Oriented, Friendly Personality, Communication, Financial Services, Asset Allocation, Finance, Wealth Management, Client Services, Mutual Funds
Education
University of Delaware
Bachelor of Arts (B.A.), Sociology
Manhasset High School
Joseph Dickinson Joseph Dickinson's Merrill Lynch Experience September 2014 - January 2015
Job Young Professional
Industry Financial Services
Experience
Merrill Lynch September 2014 - January 2015
DuPont Pioneer March 2012 - February 2013
WIU- School of Agriculture May 2011 - January 2012
Elburn Cooperative May 2010 - August 2010
Alpha Gamma Rho Fraternity 2009 - 2010
Monsanto- DeKalb Genetics Corporation June 2007 - August 2009
Woodhaven Lakes Association May 2004 - August 2006
Skills
Farms, Leadership, Agronomy, Marketing, Microsoft Office, Financial Management, Sales, Agribusiness, Event Planning, Strategic Planning, Financial Analysis, Agriculture
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA)
Western Illinois University 2007 — 2011
Bachelor of Science, Major: Agriculture/ 1st Minor: Accounting/ 2nd Minor:Finance
Merrill Lynch September 2014 - January 2015
DuPont Pioneer March 2012 - February 2013
WIU- School of Agriculture May 2011 - January 2012
Elburn Cooperative May 2010 - August 2010
Alpha Gamma Rho Fraternity 2009 - 2010
Monsanto- DeKalb Genetics Corporation June 2007 - August 2009
Woodhaven Lakes Association May 2004 - August 2006
Skills
Farms, Leadership, Agronomy, Marketing, Microsoft Office, Financial Management, Sales, Agribusiness, Event Planning, Strategic Planning, Financial Analysis, Agriculture
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA)
Western Illinois University 2007 — 2011
Bachelor of Science, Major: Agriculture/ 1st Minor: Accounting/ 2nd Minor:Finance
Morgan McSherry Morgan McSherry's Merrill Lynch Experience October 2012 - March 2013
Job Project Management and Operations and Logistics Management at Accupac
Industry Marketing and Advertising
Experience
Accupac March 2014 - Present
Accupac March 2013 - Present
Merrill Lynch October 2012 - March 2013
FYB Designs, LLC. July 2012 - November 2012
Mercer Museum June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Mac OS X, PC, Advertising, Event Planning, Facebook, Management, OS X, PowerPoint, Public Speaking, Research, Social Media, Social Media Marketing, Adobe Creative Suite, Logistics Management, Operations Management, Scheduling, Project Management
Education
University of Delaware 2008 — 2012
Bachelor of Arts (B.A.), International Relations and History
Accupac March 2014 - Present
Accupac March 2013 - Present
Merrill Lynch October 2012 - March 2013
FYB Designs, LLC. July 2012 - November 2012
Mercer Museum June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Mac OS X, PC, Advertising, Event Planning, Facebook, Management, OS X, PowerPoint, Public Speaking, Research, Social Media, Social Media Marketing, Adobe Creative Suite, Logistics Management, Operations Management, Scheduling, Project Management
Education
University of Delaware 2008 — 2012
Bachelor of Arts (B.A.), International Relations and History
David Quisenberry's Merrill Lynch Experience April 2010 - November 2012
Job Vice President Wealth Management at Overland Park Wealth Management
Industry Financial Services
Experience
Overland Park Wealth Management January 2014 - Present
CONCERT Wealth Management, Inc. August 2013 - September 2014
Etesian Wealth Advisors, LLC November 2012 - July 2013
Merrill Lynch April 2010 - November 2012
Dreyfus April 2008 - April 2010
Merrill Lynch 2006 - 2007
Skills
Interpersonal Leadership, Interpersonal..., Reading Comprehension, Written Communication, Data Analysis, Research, Interpersonal..., Analysis, Synthesizing, Pattern Recognition, Public Speaking, Asset Allocation, Retirement Planning, Investments, SharePoint, Microsoft Office, Microsoft Excel, Investment Management, Strategic Financial..., Portfolio Management, Wealth Management..., Asset Management, Strategic Planning, Investment Advisory, Fixed Income, Financial Planning, Financial Services, Wealth Management, New Business Development, Computer Proficiency
Education
University of Denver - Josef Korbel School of International Studies 2007 — 2007
International Relations and National Security Studies, 3.8
International Language Institute - Cairo 2007 — 2007
Language School, Modern Standard Arabic, Egyptian Colloquial Arabic
Whitworth University 2000 — 2004
Bachelor's Degree, Philosophy and Religious Studies, 3.5
Blue Valley North High School
Overland Park Wealth Management January 2014 - Present
CONCERT Wealth Management, Inc. August 2013 - September 2014
Etesian Wealth Advisors, LLC November 2012 - July 2013
Merrill Lynch April 2010 - November 2012
Dreyfus April 2008 - April 2010
Merrill Lynch 2006 - 2007
Skills
Interpersonal Leadership, Interpersonal..., Reading Comprehension, Written Communication, Data Analysis, Research, Interpersonal..., Analysis, Synthesizing, Pattern Recognition, Public Speaking, Asset Allocation, Retirement Planning, Investments, SharePoint, Microsoft Office, Microsoft Excel, Investment Management, Strategic Financial..., Portfolio Management, Wealth Management..., Asset Management, Strategic Planning, Investment Advisory, Fixed Income, Financial Planning, Financial Services, Wealth Management, New Business Development, Computer Proficiency
Education
University of Denver - Josef Korbel School of International Studies 2007 — 2007
International Relations and National Security Studies, 3.8
International Language Institute - Cairo 2007 — 2007
Language School, Modern Standard Arabic, Egyptian Colloquial Arabic
Whitworth University 2000 — 2004
Bachelor's Degree, Philosophy and Religious Studies, 3.5
Blue Valley North High School
Jeffrey Tutor Jeffrey Tutor's Merrill Lynch Experience June 2009 - Present
Job PIA Portfolio Manager/Senior Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
UBS June 2000 - June 2009
Morgan Stanley June 1998 - June 2000
Skills
Portfolio Management, Estate Planning, Financial Advisory, Tactical Asset..., Stock Picking, Security Analysis, Banking, Business Planning, Financial Analysis, Financial Planning, Team Leadership, Mergers, Non-profits, Strategic Planning, Risk Management, Strategic Financial..., Mergers & Acquisitions, Budgets, Negotiation, Team Building, Start-ups, Small Business, Nonprofits, Business Strategy, Analysis, Strategy, Finance, New Business Development, Leadership, Business Development, Asset Management, Due Diligence, Entrepreneurship, Private Equity, Insurance, Credit, Financial Modeling, Valuation
Education
University of Detroit Mercy
Economics and Political Science, Economics
Merrill Lynch June 2009 - Present
UBS June 2000 - June 2009
Morgan Stanley June 1998 - June 2000
Skills
Portfolio Management, Estate Planning, Financial Advisory, Tactical Asset..., Stock Picking, Security Analysis, Banking, Business Planning, Financial Analysis, Financial Planning, Team Leadership, Mergers, Non-profits, Strategic Planning, Risk Management, Strategic Financial..., Mergers & Acquisitions, Budgets, Negotiation, Team Building, Start-ups, Small Business, Nonprofits, Business Strategy, Analysis, Strategy, Finance, New Business Development, Leadership, Business Development, Asset Management, Due Diligence, Entrepreneurship, Private Equity, Insurance, Credit, Financial Modeling, Valuation
Education
University of Detroit Mercy
Economics and Political Science, Economics
Griffin McKenzie Griffin McKenzie's Merrill Lynch Experience March 2012 - September 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Headwaters MB March 2014 - July 2014
Keating Investments, LLC June 2013 - September 2013
Merrill Lynch March 2012 - September 2012
Skills
Asset Management, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Leadership, Equities, Bloomberg Terminal, Venture Capital, Economics, Financial Modeling, Options, Asset Managment, Financial Analysis, Wealth Management, Valuation, Bloomberg, Investments, Mutual Funds
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science: Finance
University of Denver - Daniels College of Business 2012 — 2014
Bachelor's Degree, Finance
Xavier University 2010 — 2012
Finance
Moeller High School 2006 — 2010
Wells Fargo Securities June 2015 - Present
Headwaters MB March 2014 - July 2014
Keating Investments, LLC June 2013 - September 2013
Merrill Lynch March 2012 - September 2012
Skills
Asset Management, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Leadership, Equities, Bloomberg Terminal, Venture Capital, Economics, Financial Modeling, Options, Asset Managment, Financial Analysis, Wealth Management, Valuation, Bloomberg, Investments, Mutual Funds
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science: Finance
University of Denver - Daniels College of Business 2012 — 2014
Bachelor's Degree, Finance
Xavier University 2010 — 2012
Finance
Moeller High School 2006 — 2010
Erin C. Foley Erin C. Foley's Merrill Lynch Experience March 2008 - September 2010
Job Offering clients superior service and local knowledge throughout their real estate transactions.
Industry Real Estate
Experience
Keller Williams Realty Downtown March 2014 - Present
FirstBank September 2010 - March 2014
Merrill Lynch March 2008 - September 2010
Merrill Lynch June 2007 - September 2007
Skills
Real Estate, Residential Homes, Real Estate Transactions, Credit, Mortgage Lending, Sales, Banking, Credit Analysis, Mortgage Banking, Financial Services, Management, Commercial Lending, Analysis, Financial Analysis, Residential Mortgages, Credit Risk, Underwriting, Consumer Lending, Risk Management, Construction Loans, Real Estate License, First Time Home Buyers
Education
University of Denver 2004 — 2008
BSBA, International Business
Ralston Valley High School 2000 — 2004
High School Diploma, General
Keller Williams Realty Downtown March 2014 - Present
FirstBank September 2010 - March 2014
Merrill Lynch March 2008 - September 2010
Merrill Lynch June 2007 - September 2007
Skills
Real Estate, Residential Homes, Real Estate Transactions, Credit, Mortgage Lending, Sales, Banking, Credit Analysis, Mortgage Banking, Financial Services, Management, Commercial Lending, Analysis, Financial Analysis, Residential Mortgages, Credit Risk, Underwriting, Consumer Lending, Risk Management, Construction Loans, Real Estate License, First Time Home Buyers
Education
University of Denver 2004 — 2008
BSBA, International Business
Ralston Valley High School 2000 — 2004
High School Diploma, General
Milena Zilo Milena Zilo's Merrill Lynch Experience 2004 - 2007
Job Managing Partner at Zilo International Group LLC
Industry Financial Services
Experience
Zilo International Group LLC 2011 - Present
CSG International January 2014 - Present
BlackRock 2011 - 2011
Bloomberg LP 2007 - 2010
Merrill Lynch 2004 - 2007
Citi 2004 - 2004
Skills
Financial Modeling, Bloomberg, Investments, Equities, Fixed Income, Private Equity, Portfolio Management, Financial Markets, Due Diligence, Investment Strategies, Investor Relations, Financial Risk, Corporate Finance, Valuation
Education
University of Denver 2001 — 2005
Bachelor of Science in Business Administration (BSBA)
Zilo International Group LLC 2011 - Present
CSG International January 2014 - Present
BlackRock 2011 - 2011
Bloomberg LP 2007 - 2010
Merrill Lynch 2004 - 2007
Citi 2004 - 2004
Skills
Financial Modeling, Bloomberg, Investments, Equities, Fixed Income, Private Equity, Portfolio Management, Financial Markets, Due Diligence, Investment Strategies, Investor Relations, Financial Risk, Corporate Finance, Valuation
Education
University of Denver 2001 — 2005
Bachelor of Science in Business Administration (BSBA)
Mark Schwalbach Mark Schwalbach's Merrill Lynch Experience 2000 - 2001
Job Vice President at PNC Real Estate
Industry Banking
Experience
PNC Real Estate April 2012 - Present
Clinton Valley Trout Unlimited 2011 - Present
PNC Real Estate January 2010 - March 2012
JPMorgan Chase 2003 - 2009
Bank One (Formerly First Chicago NBD) 2002 - 2003
Merrill Lynch 2000 - 2001
Skills
Commercial Lending, Real Estate Investment..., Credit Risk, Financial Analysis, Financial Modeling, Commercial Banking, Commercial Real Estate, Finance, Credit, Loans, Portfolio Management, Real Estate Development, Construction Loans, Real Estate Economics, Credit Analysis, Underwriting, Banking, Real Estate, Mortgage Lending
Education
University of Detroit Mercy 1998 — 2002
Bachelors of Science in Business Administration, Finance
Luke M. Powers Catholic High School 1994 — 1998
PNC Real Estate April 2012 - Present
Clinton Valley Trout Unlimited 2011 - Present
PNC Real Estate January 2010 - March 2012
JPMorgan Chase 2003 - 2009
Bank One (Formerly First Chicago NBD) 2002 - 2003
Merrill Lynch 2000 - 2001
Skills
Commercial Lending, Real Estate Investment..., Credit Risk, Financial Analysis, Financial Modeling, Commercial Banking, Commercial Real Estate, Finance, Credit, Loans, Portfolio Management, Real Estate Development, Construction Loans, Real Estate Economics, Credit Analysis, Underwriting, Banking, Real Estate, Mortgage Lending
Education
University of Detroit Mercy 1998 — 2002
Bachelors of Science in Business Administration, Finance
Luke M. Powers Catholic High School 1994 — 1998
Brad Filepas's Merrill Lynch Experience October 2014 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Krass & Co. September 2011 - September 2013
Canaras Capital Management May 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Industry Research, Financial Analysis, Bloomberg Terminal, Account Reconciliation, Technology, Marketing Strategy, Research, Teamwork, Social Media, English, HTML, Social Media Marketing
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance, General, Senior
Merrill Lynch October 2014 - Present
Krass & Co. September 2011 - September 2013
Canaras Capital Management May 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Industry Research, Financial Analysis, Bloomberg Terminal, Account Reconciliation, Technology, Marketing Strategy, Research, Teamwork, Social Media, English, HTML, Social Media Marketing
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance, General, Senior
Amy Fliam Amy Fliam's Merrill Lynch Experience January 2010 - May 2010
Job Associate Attorney at Burns, Figa & Will, P.C.
Industry Law Practice
Experience
Burns, Figa & Will, P.C. May 2013 - Present
Reilly Pozner January 2013 - May 2013
Podoll & Podoll May 2012 - January 2013
Judge Berryhill August 2012 - December 2012
Denver Magazine August 2010 - April 2011
University of South Carolina January 2010 - July 2010
Merrill Lynch January 2010 - May 2010
Old Navy February 2006 - January 2010
Ciber Inc May 2008 - August 2008
Skills
Analysis, Event Planning, Accounting, Editing, Budgets, Sales
Education
University of Denver - Sturm College of Law 2011 — 2014
Doctor of Law (JD)
Moore School of Business, University of South Carolina 2007 — 2010
Bachelor of Science, Business Administration; Finance
Burns, Figa & Will, P.C. May 2013 - Present
Reilly Pozner January 2013 - May 2013
Podoll & Podoll May 2012 - January 2013
Judge Berryhill August 2012 - December 2012
Denver Magazine August 2010 - April 2011
University of South Carolina January 2010 - July 2010
Merrill Lynch January 2010 - May 2010
Old Navy February 2006 - January 2010
Ciber Inc May 2008 - August 2008
Skills
Analysis, Event Planning, Accounting, Editing, Budgets, Sales
Education
University of Denver - Sturm College of Law 2011 — 2014
Doctor of Law (JD)
Moore School of Business, University of South Carolina 2007 — 2010
Bachelor of Science, Business Administration; Finance
Kyle Kovalsky Kyle Kovalsky's Merrill Lynch Experience June 2012 - July 2012
Job Financial Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Merrill Lynch June 2012 - July 2012
Merrill Lynch November 2011 - January 2012
ABR Management LLC March 2011 - March 2011
Skills
Microsoft Excel, Access, Microsoft Office, Microsoft Word, Bloomberg, SQL, Analytics, Data Entry, Economic Forecasting, Economic Modeling, Problem Solving, Team Leadership, Valuation Modeling, C++, Eviews, SAP, Monarch Pro, Business Objects, Cognos, Financial Statement..., VBA, FX Derivatives
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance & Economics
Imperial College London 2012 — 2012
Methacton High School 2005 — 2009
Diploma, General Studies
J.P. Morgan July 2013 - Present
Merrill Lynch June 2012 - July 2012
Merrill Lynch November 2011 - January 2012
ABR Management LLC March 2011 - March 2011
Skills
Microsoft Excel, Access, Microsoft Office, Microsoft Word, Bloomberg, SQL, Analytics, Data Entry, Economic Forecasting, Economic Modeling, Problem Solving, Team Leadership, Valuation Modeling, C++, Eviews, SAP, Monarch Pro, Business Objects, Cognos, Financial Statement..., VBA, FX Derivatives
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance & Economics
Imperial College London 2012 — 2012
Methacton High School 2005 — 2009
Diploma, General Studies
Brad Paz Brad Paz's Merrill Lynch Experience 1997 - 2001
Job Helping Your Businesses Manage Healthcare With Technology Built Around Your Company► Benefits & Insurance Consultant
Industry Insurance
Experience
HR Solutions Colorado July 2014 - Present
Colorado Professionals Insurance 2009 - Present
MyCompanyAccess.com, LLC 2010 - September 2015
Alliance Insurance Services, Inc. October 2002 - December 2013
VALIC 2001 - 2002
Merrill Lynch 1997 - 2001
Skills
Health Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Sales, Business Development, Whole Life, Homeowners, Small Business, Executive Management, Commercial Insurance, Brokers, Casualty, General Insurance, Strategic Planning, Property & Casualty..., Disability Insurance, 401k, Workers Compensation, Medicare, Underwriting, Commercial Lines, IRAs, Healthcare Information..., Long Term Care Insurance, Consulting, Healthcare, Umbrella Insurance, Auto, Fixed Annuities, Finance, Professional Liability, Liability, Legal Liability, Critical Illness, Healthcare Consulting, Benefits Management, Healthcare Reform, Insurance Brokerage, Home Insurance, Auto Insurance, Healthcare Management, Life Insurance, Insurance, Insurance Consulting, Strategic Communications, Health Communication, Technology Management, Educational Technology, Information Technology
Education
University of Denver 1994 — 1996
B.S.
Western Nebraska Community College 1993 — 1994
Associates
HR Solutions Colorado July 2014 - Present
Colorado Professionals Insurance 2009 - Present
MyCompanyAccess.com, LLC 2010 - September 2015
Alliance Insurance Services, Inc. October 2002 - December 2013
VALIC 2001 - 2002
Merrill Lynch 1997 - 2001
Skills
Health Insurance, Employee Benefits, Long-term Care, Term Life Insurance, Sales, Business Development, Whole Life, Homeowners, Small Business, Executive Management, Commercial Insurance, Brokers, Casualty, General Insurance, Strategic Planning, Property & Casualty..., Disability Insurance, 401k, Workers Compensation, Medicare, Underwriting, Commercial Lines, IRAs, Healthcare Information..., Long Term Care Insurance, Consulting, Healthcare, Umbrella Insurance, Auto, Fixed Annuities, Finance, Professional Liability, Liability, Legal Liability, Critical Illness, Healthcare Consulting, Benefits Management, Healthcare Reform, Insurance Brokerage, Home Insurance, Auto Insurance, Healthcare Management, Life Insurance, Insurance, Insurance Consulting, Strategic Communications, Health Communication, Technology Management, Educational Technology, Information Technology
Education
University of Denver 1994 — 1996
B.S.
Western Nebraska Community College 1993 — 1994
Associates
Jordan Scaduto's Merrill Lynch Experience June 2010 - September 2012
Job Talent Agent Trainee at Agency For The Performing Arts
Industry Entertainment
Experience
Fox Searchlight Pictures June 2015 - Present
Agency For The Performing Arts March 2014 - April 2015
Intellectual Artists Management November 2013 - March 2014
LBU Inc. 2010 - October 2013
Merrill Lynch June 2010 - September 2012
University of Delaware June 2009 - June 2011
adMarketplace July 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - August 2010
LBU INC May 2010 - June 2010
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Facebook, Social Media, Microsoft Word, Data Analysis, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance, International Business
Northern Valley Regional High School at Old Tappan 2004 — 2008
Fox Searchlight Pictures June 2015 - Present
Agency For The Performing Arts March 2014 - April 2015
Intellectual Artists Management November 2013 - March 2014
LBU Inc. 2010 - October 2013
Merrill Lynch June 2010 - September 2012
University of Delaware June 2009 - June 2011
adMarketplace July 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - August 2010
LBU INC May 2010 - June 2010
Skills
Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Facebook, Social Media, Microsoft Word, Data Analysis, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance, International Business
Northern Valley Regional High School at Old Tappan 2004 — 2008
Samuel Cohen Samuel Cohen's Merrill Lynch Experience June 2013 - August 2013
Job Operations Risk & Control Analyst at The Royal Bank of Scotland
Industry Investment Banking
Experience
The Royal Bank of Scotland January 2015 - Present
The Royal Bank of Scotland August 2014 - January 2015
Merrill Lynch June 2013 - August 2013
Double C Capital February 2013 - June 2013
Skills
Portfolio Management, Mutual Funds, Analysis, Investments, Financial Risk, Valuation, Strategic Financial..., Bonds, Asset Allocation, Wealth Management, Fixed Income, Financial Modeling, Securities, Alternative Investments, Equities, Investment Management, Hedge Funds, Finance, Economics, Financial Markets, Options
Education
University of Delaware 2012 — 2014
University of Delaware
Bachelor's degree
The Royal Bank of Scotland January 2015 - Present
The Royal Bank of Scotland August 2014 - January 2015
Merrill Lynch June 2013 - August 2013
Double C Capital February 2013 - June 2013
Skills
Portfolio Management, Mutual Funds, Analysis, Investments, Financial Risk, Valuation, Strategic Financial..., Bonds, Asset Allocation, Wealth Management, Fixed Income, Financial Modeling, Securities, Alternative Investments, Equities, Investment Management, Hedge Funds, Finance, Economics, Financial Markets, Options
Education
University of Delaware 2012 — 2014
University of Delaware
Bachelor's degree
Fil Sherry Fil Sherry's Merrill Lynch Experience July 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Wilmington Trust Company 1984 - 2011
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
Bachelor of Science, Business Administration- Finance; Economics minor.
Merrill Lynch July 2011 - Present
Wilmington Trust Company 1984 - 2011
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
Bachelor of Science, Business Administration- Finance; Economics minor.
Marianne Yudes's Merrill Lynch Experience November 1995 - October 1996
Job Senior Counsel at PNC
Industry Law Practice
Experience
PNC March 2012 - Present
Morgan, Lewis & Bockius LLP October 2004 - March 2012
Pepper Hamilton LLP March 1998 - September 2004
SEI 1996 - 1998
Merrill Lynch November 1995 - October 1996
Merrill Lynch July 1988 - October 1995
Smithsonian Institution, Museum of American History 1988 - 1989
American Express 1987 - 1988
Vanguard June 1985 - March 1987
Education
Widener University School of Law 1994 — 1998
J.D., Cum Laude
University of Delaware 1982 — 1985
B.A., Fine Art Major, French Minor
Marple Newtown HS 1978 — 1981
PNC March 2012 - Present
Morgan, Lewis & Bockius LLP October 2004 - March 2012
Pepper Hamilton LLP March 1998 - September 2004
SEI 1996 - 1998
Merrill Lynch November 1995 - October 1996
Merrill Lynch July 1988 - October 1995
Smithsonian Institution, Museum of American History 1988 - 1989
American Express 1987 - 1988
Vanguard June 1985 - March 1987
Education
Widener University School of Law 1994 — 1998
J.D., Cum Laude
University of Delaware 1982 — 1985
B.A., Fine Art Major, French Minor
Marple Newtown HS 1978 — 1981
Lindsay Trause's Merrill Lynch Experience May 2014 - August 2014
Job GWIM Senior Operations Representative
Industry Investment Management
Experience
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Time Management, Microsoft Visio, Microsoft Excel, Spreadsheets, Spanish, Data Entry, Outlook, PowerPoint, Social Media, Windows, Access
Education
University of Delaware 2011 — 2015
Bachelor of Arts (BA), Interpersonal Communications
University of Delaware 2011 — 2015
Foreign Languages and Literature - Spanish Studies
University of Delaware 2011 — 2015
Latin American and Iberian Studies
Pennsbury High School 2007 — 2011
Diploma
University of Delaware
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Time Management, Microsoft Visio, Microsoft Excel, Spreadsheets, Spanish, Data Entry, Outlook, PowerPoint, Social Media, Windows, Access
Education
University of Delaware 2011 — 2015
Bachelor of Arts (BA), Interpersonal Communications
University of Delaware 2011 — 2015
Foreign Languages and Literature - Spanish Studies
University of Delaware 2011 — 2015
Latin American and Iberian Studies
Pennsbury High School 2007 — 2011
Diploma
University of Delaware
Melissa Coluccio's Merrill Lynch Experience June 2014 - August 2014
Job Looking for a fall 2015 part time position
Industry Hospital & Health Care
Experience
Macy's June 2015 - Present
University of Delaware Carpenter Sports Building August 2013 - Present
Merrill Lynch June 2014 - August 2014
Fastrackids/JEI Learning Center December 2013 - August 2014
La Cuisine Restaurant December 2013 - February 2014
Guard for Life June 2013 - August 2013
West Hills Day Camp June 2010 - August 2013
United Probation December 2012 - February 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Photoshop, Social Media, Public Speaking, Customer Service, Facebook, Event Planning, Time Management, English, Fundraising
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2015
Bachelors of Science, Finance and Economics, 3.6
John F. Kennedy High School 2008 — 2012
Bellmore, New York
Macy's June 2015 - Present
University of Delaware Carpenter Sports Building August 2013 - Present
Merrill Lynch June 2014 - August 2014
Fastrackids/JEI Learning Center December 2013 - August 2014
La Cuisine Restaurant December 2013 - February 2014
Guard for Life June 2013 - August 2013
West Hills Day Camp June 2010 - August 2013
United Probation December 2012 - February 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Photoshop, Social Media, Public Speaking, Customer Service, Facebook, Event Planning, Time Management, English, Fundraising
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2015
Bachelors of Science, Finance and Economics, 3.6
John F. Kennedy High School 2008 — 2012
Bellmore, New York
Cynthia Hansen Cynthia Hansen's Merrill Lynch Experience October 2002 - November 2010
Job First Vice President Wealth Management at UBS Financial Services
Industry Investment Management
Experience
UBS November 2010 - Present
Merrill Lynch October 2002 - November 2010
U S WEST September 1986 - September 2000
Time Warner Cable September 1982 - September 1985
Deloitte September 1980 - September 1982
Education
University of Denver - Daniels College of Business 1988 — 1989
Executive MBA
University of Northern Iowa 1976 — 1980
BA Accounting
UBS November 2010 - Present
Merrill Lynch October 2002 - November 2010
U S WEST September 1986 - September 2000
Time Warner Cable September 1982 - September 1985
Deloitte September 1980 - September 1982
Education
University of Denver - Daniels College of Business 1988 — 1989
Executive MBA
University of Northern Iowa 1976 — 1980
BA Accounting
Brett Palumbo, CRPC®, CSNA's Merrill Lynch Experience May 2010 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Ladenburg Thalmann August 2009 - April 2010
Maxim Group July 2007 - July 2009
Jefferies & Co. June 2003 - June 2007
Lehman February 2001 - May 2003
Skills
Equities, Trading, Investments, Securities, Series 7, Portfolio Management, Investment Strategies, Series 63, Wealth Management, Hedge Funds, series 66, Retirement Planning, 529 Plans, Life & Health Insurance..., Annuity Sales, Mortgage Servicing, Long Term Care Insurance, Banking Solutions, Lines Of Credit, Fixed Income Strategies, ETFs, Mutual Funds, Structured Products, Disability Insurance, Risk Management, Municipal Bonds, Monte Carlo Simulation, Preferred Stock, Closed-end Funds, Options Strategies, Asset Allocation, Options, Bonds, Investment Advisory, Series 65, Separately Managed..., Investment Management, Financial Advisory, Asset Management, Finance, Derivatives, 401k Rollovers, IRAs, Retirement, Financial Services, 401k, Trading Strategies, Strategic Financial..., High Yield, Equity Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BA, Finance, minor in Economics
Merrill Lynch May 2010 - Present
Ladenburg Thalmann August 2009 - April 2010
Maxim Group July 2007 - July 2009
Jefferies & Co. June 2003 - June 2007
Lehman February 2001 - May 2003
Skills
Equities, Trading, Investments, Securities, Series 7, Portfolio Management, Investment Strategies, Series 63, Wealth Management, Hedge Funds, series 66, Retirement Planning, 529 Plans, Life & Health Insurance..., Annuity Sales, Mortgage Servicing, Long Term Care Insurance, Banking Solutions, Lines Of Credit, Fixed Income Strategies, ETFs, Mutual Funds, Structured Products, Disability Insurance, Risk Management, Municipal Bonds, Monte Carlo Simulation, Preferred Stock, Closed-end Funds, Options Strategies, Asset Allocation, Options, Bonds, Investment Advisory, Series 65, Separately Managed..., Investment Management, Financial Advisory, Asset Management, Finance, Derivatives, 401k Rollovers, IRAs, Retirement, Financial Services, 401k, Trading Strategies, Strategic Financial..., High Yield, Equity Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BA, Finance, minor in Economics
Marianne Marvez, RPA Marianne Marvez, RPA's Merrill Lynch Experience July 2005 - 2008
Job Vice President at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Molly Baird Molly Baird's Merrill Lynch Experience March 2004 - August 2006
Job Culinary Student
Industry Food Production
Experience
Bistro 517 2008 - Present
State Farm Insurance June 2006 - August 2007
Merrill Lynch March 2004 - August 2006
Cafe Provencale 1999 - 2003
Education
Le Cordon Bleu School of Culinary Arts 2009 — 2010
Culinary Arts
University of Denver 2004 — 2008
BSBA, Marketing (major), Management (minor)
Bistro 517 2008 - Present
State Farm Insurance June 2006 - August 2007
Merrill Lynch March 2004 - August 2006
Cafe Provencale 1999 - 2003
Education
Le Cordon Bleu School of Culinary Arts 2009 — 2010
Culinary Arts
University of Denver 2004 — 2008
BSBA, Marketing (major), Management (minor)
Jonathan D'Auria's Merrill Lynch Experience June 2009 - August 2009
Job Accountant I at Navy Federal Credit Union
Industry Accounting
Experience
Navy Federal Credit Union May 2013 - Present
Navy Federal Credit Union August 2011 - April 2013
Merrill Lynch June 2009 - August 2009
Skills
Accounting, Auditing, Financial Accounting, Account Reconciliation, General Ledger, Banking, Analysis, Financial Analysis, Financial Reporting, Cost Accounting, Microsoft Excel, Financial Modeling, Access, Financial Statements, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
BS, Accounting
Navy Federal Credit Union May 2013 - Present
Navy Federal Credit Union August 2011 - April 2013
Merrill Lynch June 2009 - August 2009
Skills
Accounting, Auditing, Financial Accounting, Account Reconciliation, General Ledger, Banking, Analysis, Financial Analysis, Financial Reporting, Cost Accounting, Microsoft Excel, Financial Modeling, Access, Financial Statements, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
BS, Accounting
Brian Bremner Brian Bremner's Merrill Lynch Experience 1998 - 1998
Job VP, Operations Client Relationship Mgmt at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley November 2007 - July 2013
Wells Fargo July 2003 - November 2007
E*TRADE Financial October 2000 - July 2003
Cendant Mortgage 1999 - 2000
Merrill Lynch 1998 - 1998
Skills
Management, Equities, Series 7, Finance, Loans, Investments, Securities, Hedge Funds, Mutual Funds, Portfolio Management, Fixed Income, Derivatives, Financial Services, Risk Management, Banking, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations
Morgan Stanley July 2013 - Present
Morgan Stanley November 2007 - July 2013
Wells Fargo July 2003 - November 2007
E*TRADE Financial October 2000 - July 2003
Cendant Mortgage 1999 - 2000
Merrill Lynch 1998 - 1998
Skills
Management, Equities, Series 7, Finance, Loans, Investments, Securities, Hedge Funds, Mutual Funds, Portfolio Management, Fixed Income, Derivatives, Financial Services, Risk Management, Banking, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations
Hailey Middleton Hailey Middleton's Merrill Lynch Experience June 2012 - April 2013
Job Team Lead, Account Manager, and Client Training Specialist at Motivity Solutions
Industry Computer Software
Experience
Motivity Solutions April 2015 - Present
Motivity Solutions May 2014 - April 2015
J.P. Morgan April 2013 - January 2014
Merrill Lynch June 2012 - April 2013
J.P. Morgan March 2012 - June 2012
Ethics Boot Camp at Daniels College of Business, University of Denver May 2011 - February 2012
Ralph Lauren September 2011 - December 2011
Donna Baldwin Talent June 2006 - August 2011
Nordstrom August 2010 - January 2011
Douglas County Educational Foundation August 2008 - April 2009
Skills
Excel, Word, PowerPoint, Adobe Creative Suite, Fashion Retail, Retail Buying, Client Relationship..., Microsoft Excel, Data Analysis, Management, Analysis, CRM, Leadership, Banking, Fundraising, Microsoft Word
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance, General
University of Westminster 2011 — 2011
Merchandising and Buying Operations
Motivity Solutions April 2015 - Present
Motivity Solutions May 2014 - April 2015
J.P. Morgan April 2013 - January 2014
Merrill Lynch June 2012 - April 2013
J.P. Morgan March 2012 - June 2012
Ethics Boot Camp at Daniels College of Business, University of Denver May 2011 - February 2012
Ralph Lauren September 2011 - December 2011
Donna Baldwin Talent June 2006 - August 2011
Nordstrom August 2010 - January 2011
Douglas County Educational Foundation August 2008 - April 2009
Skills
Excel, Word, PowerPoint, Adobe Creative Suite, Fashion Retail, Retail Buying, Client Relationship..., Microsoft Excel, Data Analysis, Management, Analysis, CRM, Leadership, Banking, Fundraising, Microsoft Word
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance, General
University of Westminster 2011 — 2011
Merchandising and Buying Operations
Peter Sargent, CFA, CFP Peter Sargent, CFA, CFP's Merrill Lynch Experience June 1992 - February 2012
Job Executive Vice President/Wealth Management
Industry Investment Management
Experience
Janney Montgomery Scott February 2012 - Present
Merrill Lynch June 1992 - February 2012
Skills
Asset Management, Wealth Management, Alternative Investments, Equities, Investment Advisory, Retirement Planning, Financial Advisory
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Economics
Janney Montgomery Scott February 2012 - Present
Merrill Lynch June 1992 - February 2012
Skills
Asset Management, Wealth Management, Alternative Investments, Equities, Investment Advisory, Retirement Planning, Financial Advisory
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Economics
Michael Penfield Michael Penfield's Merrill Lynch Experience December 1986 - March 1990
Job Founder FanDistro.com
Industry Music
Experience
FanDistro LLC January 2007 - Present
LeaseTrading, Inc January 2000 - July 2004
SG Cowen April 1994 - August 2000
The Lodestar Group March 1990 - April 1994
Merrill Lynch December 1986 - March 1990
Citibank 1984 - 1987
Skills
Music, Social Media Marketing, Social Media, Start-ups, Corporate Development, Business Strategy, Digital Distribution, PHP, jQuery, JavaScript, MySQL, ActionScript, Mergers, Investment Banking, Mergers & Acquisitions, E-commerce, Executive Management, Corporate Finance, Marketing, Digital Media, New Media, Strategic Partnerships, Investments, Venture Capital
Education
University of Denver - Daniels College of Business 1979 — 1983
BSBA, Finance
FanDistro LLC January 2007 - Present
LeaseTrading, Inc January 2000 - July 2004
SG Cowen April 1994 - August 2000
The Lodestar Group March 1990 - April 1994
Merrill Lynch December 1986 - March 1990
Citibank 1984 - 1987
Skills
Music, Social Media Marketing, Social Media, Start-ups, Corporate Development, Business Strategy, Digital Distribution, PHP, jQuery, JavaScript, MySQL, ActionScript, Mergers, Investment Banking, Mergers & Acquisitions, E-commerce, Executive Management, Corporate Finance, Marketing, Digital Media, New Media, Strategic Partnerships, Investments, Venture Capital
Education
University of Denver - Daniels College of Business 1979 — 1983
BSBA, Finance
Jason Michaud's Merrill Lynch Experience February 2012 - May 2012
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Morgan Stanley June 2012 - August 2013
Merrill Lynch February 2012 - May 2012
Skills
Series 7, Series 66, Financial Analysis, Financial Modeling, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
The Governor's Academy 2003 — 2007
Fidelity Investments August 2013 - Present
Morgan Stanley June 2012 - August 2013
Merrill Lynch February 2012 - May 2012
Skills
Series 7, Series 66, Financial Analysis, Financial Modeling, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Finance
The Governor's Academy 2003 — 2007
Fred Falcones Fred Falcones's Merrill Lynch Experience May 2006 - August 2006
Job Trade Support Associate at Ridge Clearing
Industry Financial Services
Experience
Ridge Clearing June 2011 - Present
Lux Living NY LLC January 2010 - January 2011
Ridge Clearing 2008 - 2010
AIG May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Settlements, Brokerage, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Outlook, Securities, Microsoft Office, Business Analysis, Back Office, Bloomberg, Trading, Equities, Management, Settlement, Risk Management, Fixed Income, Portfolio Management, Finance, Financial Services, Capital Markets, Account Reconciliation
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Ridge Clearing June 2011 - Present
Lux Living NY LLC January 2010 - January 2011
Ridge Clearing 2008 - 2010
AIG May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Settlements, Brokerage, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Outlook, Securities, Microsoft Office, Business Analysis, Back Office, Bloomberg, Trading, Equities, Management, Settlement, Risk Management, Fixed Income, Portfolio Management, Finance, Financial Services, Capital Markets, Account Reconciliation
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Parrish Steinbrecher Parrish Steinbrecher's Merrill Lynch Experience November 2003 - December 2004
Job Division Director Department of Health Care Policy and Financing
Industry Financial Services
Experience
State of Colorado February 2011 - Present
MWH Global August 2009 - February 2011
Fiserv ISS April 2008 - August 2009
Fiserv ISS November 2006 - April 2008
Fiserv ISS July 2005 - November 2006
Fiserv ISS March 2005 - July 2005
Merrill Lynch November 2003 - December 2004
Skills
Policy, Vendor Management, Process Improvement, Business Analysis, Vendor Relations, Disaster Recovery, Operations Management, Access, Financial Analysis, Supervisory Skills, Outlook, Strategic Planning, Change Management, Performance Management, Budgeting, Excel, Team Building, Problem Solving, Organizational..., Business Process..., Contract Negotiation, Word, Business Strategy, Program Management, Compliance, Business Management, Data Analysis, Visio, Mentoring, Microsoft Office, Call Center, Requirements Analysis, Customer Relations, SLA, Hiring, Business Process, SDLC, Team Leadership, RFP, Documentation, Analysis, Risk Management, MS Project, SharePoint, Leadership Development, Coaching, Proposal Writing, PowerPoint, Negotiation, Product Management
Education
University of Denver 2005 — 2010
Master of Applied Science, Information and Communication Technology
University of Denver 2001 — 2002
Certificate, Executive Leadership
State of Colorado February 2011 - Present
MWH Global August 2009 - February 2011
Fiserv ISS April 2008 - August 2009
Fiserv ISS November 2006 - April 2008
Fiserv ISS July 2005 - November 2006
Fiserv ISS March 2005 - July 2005
Merrill Lynch November 2003 - December 2004
Skills
Policy, Vendor Management, Process Improvement, Business Analysis, Vendor Relations, Disaster Recovery, Operations Management, Access, Financial Analysis, Supervisory Skills, Outlook, Strategic Planning, Change Management, Performance Management, Budgeting, Excel, Team Building, Problem Solving, Organizational..., Business Process..., Contract Negotiation, Word, Business Strategy, Program Management, Compliance, Business Management, Data Analysis, Visio, Mentoring, Microsoft Office, Call Center, Requirements Analysis, Customer Relations, SLA, Hiring, Business Process, SDLC, Team Leadership, RFP, Documentation, Analysis, Risk Management, MS Project, SharePoint, Leadership Development, Coaching, Proposal Writing, PowerPoint, Negotiation, Product Management
Education
University of Denver 2005 — 2010
Master of Applied Science, Information and Communication Technology
University of Denver 2001 — 2002
Certificate, Executive Leadership
Charles L Guy, Jr. MBA Charles L Guy, Jr. MBA's Merrill Lynch Experience 1995 - 2001
Job Sales Leader | Financial Services
Industry Financial Services
Experience
Charles Schwab 2014 - Present
UBS Wealth Management 2010 - 2012
Morgan Stanley Smith Barney / Morgan Stanley Private Bank May 2009 - October 2010
Morgan Stanley February 2004 - May 2009
Bank of America January 2003 - January 2004
Mercantile Bank 2002 - 2003
Merrill Lynch 1995 - 2001
Skills
Series 7, Wealth Management, Series 63, Private Banking, Mortgage Lending, Credit, Portfolio Management, Asset Managment, Client Retention, High-Impact Sales..., New Business Development, Commercial Lending, Banking, Investments, Credit Analysis, Strategic Financial..., High Net Worth..., Wealth Management..., Cash Management, Mortgage Banking, Business Analysis, Business Process..., Team Leadership, Virtual Teams, Product Marketing, Project Management, Sales Management, Team Management, Financial Analysis, P&L Responsibility, Cross-functional Team..., Strategic Vision, Unsecured Loans, Aircraft Finance, Capital Markets, Leadership, Financial Advisory, Business Development, Loan Origination, Mutual Funds, Relationship Management, Securities, Asset Allocation, Investment Advisory, Retirement Planning, Commercial Banking, Alternative Investments, Equities
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Executive MBA Program - Cohort 61
University of North Florida - College of Business Administration 1990 — 1992
Bachelor of Business Administration (BBA), Finance/ Economics - Minor in International Business
Florida Community College
AA
Charles Schwab 2014 - Present
UBS Wealth Management 2010 - 2012
Morgan Stanley Smith Barney / Morgan Stanley Private Bank May 2009 - October 2010
Morgan Stanley February 2004 - May 2009
Bank of America January 2003 - January 2004
Mercantile Bank 2002 - 2003
Merrill Lynch 1995 - 2001
Skills
Series 7, Wealth Management, Series 63, Private Banking, Mortgage Lending, Credit, Portfolio Management, Asset Managment, Client Retention, High-Impact Sales..., New Business Development, Commercial Lending, Banking, Investments, Credit Analysis, Strategic Financial..., High Net Worth..., Wealth Management..., Cash Management, Mortgage Banking, Business Analysis, Business Process..., Team Leadership, Virtual Teams, Product Marketing, Project Management, Sales Management, Team Management, Financial Analysis, P&L Responsibility, Cross-functional Team..., Strategic Vision, Unsecured Loans, Aircraft Finance, Capital Markets, Leadership, Financial Advisory, Business Development, Loan Origination, Mutual Funds, Relationship Management, Securities, Asset Allocation, Investment Advisory, Retirement Planning, Commercial Banking, Alternative Investments, Equities
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Executive MBA Program - Cohort 61
University of North Florida - College of Business Administration 1990 — 1992
Bachelor of Business Administration (BBA), Finance/ Economics - Minor in International Business
Florida Community College
AA
Noreen Murphy's Merrill Lynch Experience April 1999 - August 2001
Job Corporate Trainer
Industry Professional Training & Coaching
Experience
Presidential Brokerage March 2012 - Present
J.P. Morgan February 2010 - March 2012
Jackson National Life April 2004 - October 2009
CURIAN CAPITAL - COLORADO April 2003 - April 2004
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1991 - August 2001
Skills
Customer Service, Outlook, Team Building, Training, Call Center, Leadership, Human Resources, Public Speaking, Recruiting, Management, Call Centers, Insurance, Employee Benefits, Coaching, Financial Services, Team Leadership
Education
University of Denver
Executive Leadership
Presidential Brokerage March 2012 - Present
J.P. Morgan February 2010 - March 2012
Jackson National Life April 2004 - October 2009
CURIAN CAPITAL - COLORADO April 2003 - April 2004
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1991 - August 2001
Skills
Customer Service, Outlook, Team Building, Training, Call Center, Leadership, Human Resources, Public Speaking, Recruiting, Management, Call Centers, Insurance, Employee Benefits, Coaching, Financial Services, Team Leadership
Education
University of Denver
Executive Leadership
Dawn (Dawn Krumpelmann-Ambrose) Krumpelmann's Merrill Lynch Experience 1996 - 2003
Job Swarovski
Industry Luxury Goods & Jewelry
Experience
Swarovski February 2011 - Present
Mod Jewelry May 2009 - January 2011
EXEX Jewelry January 2006 - May 2009
Corina Collections 2004 - 2006
Toolbox August 2003 - January 2004
Merrill Lynch 1996 - 2003
Skills
Marketing Strategy, Merchandising, Wholesale, Sales, Retail, Trade Shows, Fashion, Jewelry, Marketing, Product Development, International Marketing, Luxury Goods, New Business Development, Apparel, Sourcing, Sales Management, Management, International Business, Forecasting, Brand Management, Sales Operations, Luxury, Business Development, Product Marketing, Negotiation
Education
University of Denver - Daniels College of Business 1991 — 1995
BSBA, International Business
John Marshall High School 1987 — 1991
Swarovski February 2011 - Present
Mod Jewelry May 2009 - January 2011
EXEX Jewelry January 2006 - May 2009
Corina Collections 2004 - 2006
Toolbox August 2003 - January 2004
Merrill Lynch 1996 - 2003
Skills
Marketing Strategy, Merchandising, Wholesale, Sales, Retail, Trade Shows, Fashion, Jewelry, Marketing, Product Development, International Marketing, Luxury Goods, New Business Development, Apparel, Sourcing, Sales Management, Management, International Business, Forecasting, Brand Management, Sales Operations, Luxury, Business Development, Product Marketing, Negotiation
Education
University of Denver - Daniels College of Business 1991 — 1995
BSBA, International Business
John Marshall High School 1987 — 1991
Paul Stern Paul Stern's Merrill Lynch Experience February 2001 - August 2004
Job Managing Director at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners February 2012 - Present
Citadel Securities February 2011 - August 2011
Credit Suisse September 2004 - January 2011
Merrill Lynch February 2001 - August 2004
Berkshire Mortgage Finance June 2000 - February 2001
Deustche Bank June 1998 - August 1998
Skills
CMBS, Portfolio Management, Securitization, Loan Origination, Trading, Credit, Capital Markets, Fixed Income, Loans, Hedge Funds, Equities, Investment Banking, Options, Commercial Mortgages, Mortgage Lending, Commercial Real Estate, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Underwriting, Structured Finance, Valuation, Real Estate Economics, Financial Structuring, Mezzanine, Series 7, Series 63, Investments, Private Equity
Education
University of Delaware 1996 — 2000
BBA, Finance
University of Delaware - Lerner College of Business and Economics
Guggenheim Partners February 2012 - Present
Citadel Securities February 2011 - August 2011
Credit Suisse September 2004 - January 2011
Merrill Lynch February 2001 - August 2004
Berkshire Mortgage Finance June 2000 - February 2001
Deustche Bank June 1998 - August 1998
Skills
CMBS, Portfolio Management, Securitization, Loan Origination, Trading, Credit, Capital Markets, Fixed Income, Loans, Hedge Funds, Equities, Investment Banking, Options, Commercial Mortgages, Mortgage Lending, Commercial Real Estate, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Underwriting, Structured Finance, Valuation, Real Estate Economics, Financial Structuring, Mezzanine, Series 7, Series 63, Investments, Private Equity
Education
University of Delaware 1996 — 2000
BBA, Finance
University of Delaware - Lerner College of Business and Economics
Pasqualino Ruffa Pasqualino Ruffa's Merrill Lynch Experience March 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch June 2012 - Present
Vector Marketing May 2011 - February 2012
Skills
Sales, Direct Sales, Series 7, series 66, Retirement Planning, College Savings Plans, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Sales Operations, Sales Process, Cold Calling, Finance, Investments, PowerPoint, Social Media, Uniform Combined State..., Leadership, Time Management, Event Planning
Education
University of Delaware 2009 — 2013
Bachelor of Arts (BA), Criminal Justice
Merrill Lynch March 2014 - Present
Merrill Lynch June 2012 - Present
Vector Marketing May 2011 - February 2012
Skills
Sales, Direct Sales, Series 7, series 66, Retirement Planning, College Savings Plans, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Sales Operations, Sales Process, Cold Calling, Finance, Investments, PowerPoint, Social Media, Uniform Combined State..., Leadership, Time Management, Event Planning
Education
University of Delaware 2009 — 2013
Bachelor of Arts (BA), Criminal Justice
Pacey Barron's Merrill Lynch Experience May 2007 - January 2008
Job Licensed Real Estate Salesperson at Douglas Elliman Real Estate (The Vickey Barron Team)
Industry Real Estate
Experience
Douglas Elliman Real Estate July 2013 - Present
R/GA April 2011 - July 2013
Song Plus August 2008 - April 2011
Merrill Lynch May 2007 - January 2008
Prudential Douglas Elliman June 2004 - August 2006
Skills
Social Media, Digital Media, Digital Strategy, Digital Marketing, Advertising, Social Media Marketing, Basketball, Mobile Marketing, Interactive Marketing
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BA, Marketing & Business Management
Douglas Elliman Real Estate July 2013 - Present
R/GA April 2011 - July 2013
Song Plus August 2008 - April 2011
Merrill Lynch May 2007 - January 2008
Prudential Douglas Elliman June 2004 - August 2006
Skills
Social Media, Digital Media, Digital Strategy, Digital Marketing, Advertising, Social Media Marketing, Basketball, Mobile Marketing, Interactive Marketing
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BA, Marketing & Business Management
Catlin Condit Catlin Condit's Merrill Lynch Experience June 2002 - August 2002
Job National Field Service Coordinator at Sunrun
Industry Renewables & Environment
Experience
Sunrun 2013 - Present
Connected Community Solutions March 2012 - March 2013
Ringside Hospitality Group January 2012 - November 2012
One Economy Corporation April 2011 - March 2012
One Economy Corporation December 2008 - April 2011
One Economy Corporation May 2008 - December 2008
One Economy Corporation September 2007 - May 2008
Merrill Lynch June 2002 - August 2002
Skills
Non-profits, Strategic Planning, Budgets, Program Management, Accounting, Project Management, Microsoft Office
Education
University of Denver - Daniels College of Business 2003 — 2007
Bachelor of Science, Business Administration; Finance
Sunrun 2013 - Present
Connected Community Solutions March 2012 - March 2013
Ringside Hospitality Group January 2012 - November 2012
One Economy Corporation April 2011 - March 2012
One Economy Corporation December 2008 - April 2011
One Economy Corporation May 2008 - December 2008
One Economy Corporation September 2007 - May 2008
Merrill Lynch June 2002 - August 2002
Skills
Non-profits, Strategic Planning, Budgets, Program Management, Accounting, Project Management, Microsoft Office
Education
University of Denver - Daniels College of Business 2003 — 2007
Bachelor of Science, Business Administration; Finance
Catherine Coleman, CFA, CFP®'s Merrill Lynch Experience September 2007 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Morgan Stanley Smith Barney August 1999 - September 2007
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Wake Forest University 1990 — 1994
BA, Business Administration and Management, General
Merrill Lynch September 2007 - Present
Morgan Stanley Smith Barney August 1999 - September 2007
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Wake Forest University 1990 — 1994
BA, Business Administration and Management, General
Duane Garth Duane Garth's Merrill Lynch Experience January 1990 - January 2002
Job CEO and CoPortfolio Manager GFG Asset Management LLC
Industry Investment Management
Experience
GFG Asset Management LLC February 2008 - Present
Garth Financial Group Inc June 2002 - Present
Southfield Fire and Police Retirement System June 2013 - Present
Merrill Lynch January 1990 - January 2002
Skills
Corporations, Retirement Planning, Series 7, Investments, Asset Allocation, Wealth Management, Mutual Funds, Equities, Asset Managment, Investment Advisory, Investment Strategies, Securities, Portfolio Management, Retirement, Financial Advisory, 401k, Strategic Financial..., Estate Planning, Investment Management, Alternative Investments, IRAs, Fixed Annuities, Financial Markets, Asset Management, Financial Services, Leadership, Bonds, Management, FINRA, Bloomberg, Series 63, Private Equity, Strategic Planning, Long-term Care, Life Insurance, Finance, Fixed Income, Hedge Funds, Series 24, Valuation, Institutional..., Fund Of Funds, ETFs, Options, Equity Research, Personal Finance, Equity Trading
Education
University of Detroit Mercy
MBA, Finance and Management
Wayne State University
Bachelor of Science, Finance - Financial Markets and Investments
Word of Faith Int'l Christian Center Layperson's Bible School
Biblical Studies
GFG Asset Management LLC February 2008 - Present
Garth Financial Group Inc June 2002 - Present
Southfield Fire and Police Retirement System June 2013 - Present
Merrill Lynch January 1990 - January 2002
Skills
Corporations, Retirement Planning, Series 7, Investments, Asset Allocation, Wealth Management, Mutual Funds, Equities, Asset Managment, Investment Advisory, Investment Strategies, Securities, Portfolio Management, Retirement, Financial Advisory, 401k, Strategic Financial..., Estate Planning, Investment Management, Alternative Investments, IRAs, Fixed Annuities, Financial Markets, Asset Management, Financial Services, Leadership, Bonds, Management, FINRA, Bloomberg, Series 63, Private Equity, Strategic Planning, Long-term Care, Life Insurance, Finance, Fixed Income, Hedge Funds, Series 24, Valuation, Institutional..., Fund Of Funds, ETFs, Options, Equity Research, Personal Finance, Equity Trading
Education
University of Detroit Mercy
MBA, Finance and Management
Wayne State University
Bachelor of Science, Finance - Financial Markets and Investments
Word of Faith Int'l Christian Center Layperson's Bible School
Biblical Studies
Brian Cooney's Merrill Lynch Experience May 2010 - August 2010
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America June 2011 - June 2013
Merrill Lynch May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Accounting, Investments, Microsoft Excel, Finance, Banking, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Finance and Economics
Freehold Township High School 2003 — 2007
Bank of America July 2013 - Present
Bank of America June 2011 - June 2013
Merrill Lynch May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Accounting, Investments, Microsoft Excel, Finance, Banking, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Finance and Economics
Freehold Township High School 2003 — 2007
John Forte John Forte's Merrill Lynch Experience 2012 - 2013
Job Fund Financial Analyst, Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard February 2014 - February 2015
Figliozzi & Company, CPA's June 2011 - January 2014
Merrill Lynch 2012 - 2013
Skills
Leadership, Finance, Microsoft Excel, Microsoft Office, Auditing, Equities, Economics, Financial Analysis, Financial Modeling, Eagle Scout, Bloomberg, Access, Portfolio Management, Visual Studio, Visual Basic, Strategic Financial..., Series 7, Series 63, Mutual Funds, ETFs, Client Relations Skills, Customer Service, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance
Chaminade High School 2005 — 2009
Vanguard February 2015 - Present
Vanguard February 2014 - February 2015
Figliozzi & Company, CPA's June 2011 - January 2014
Merrill Lynch 2012 - 2013
Skills
Leadership, Finance, Microsoft Excel, Microsoft Office, Auditing, Equities, Economics, Financial Analysis, Financial Modeling, Eagle Scout, Bloomberg, Access, Portfolio Management, Visual Studio, Visual Basic, Strategic Financial..., Series 7, Series 63, Mutual Funds, ETFs, Client Relations Skills, Customer Service, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance
Chaminade High School 2005 — 2009
Max Corvin Max Corvin's Merrill Lynch Experience 2001 - 2002
Job Product Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2014 - Present
K2 Advisors July 2008 - Present
Bear Stearns Asset Management 2004 - 2008
GlobeOp Financial Services 2002 - 2004
Merrill Lynch 2001 - 2002
CSFBdirect 1999 - 2001
DLJ Direct 1999 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Fund Of Funds, Investor Relations, Fixed Income, Equities, Investment Management, Securities, Asset Managment, Capital Markets, Microsoft Excel, Series 7, Series 63, UCITS, Product Management, Morningstar, Product Specialists, Alternative Investment...
Education
University of Delaware 1996 — 2000
BA, Economics
Franklin Templeton Investments March 2014 - Present
K2 Advisors July 2008 - Present
Bear Stearns Asset Management 2004 - 2008
GlobeOp Financial Services 2002 - 2004
Merrill Lynch 2001 - 2002
CSFBdirect 1999 - 2001
DLJ Direct 1999 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Fund Of Funds, Investor Relations, Fixed Income, Equities, Investment Management, Securities, Asset Managment, Capital Markets, Microsoft Excel, Series 7, Series 63, UCITS, Product Management, Morningstar, Product Specialists, Alternative Investment...
Education
University of Delaware 1996 — 2000
BA, Economics
Lauren Brodbine Lauren Brodbine's Merrill Lynch Experience January 2015 - Present
Job Field Operations & Advisory Resources
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
BLOCS 2014 - 2015
Bank of America Merrill Lynch January 2011 - June 2013
Wahl Family Dentistry October 2009 - December 2010
Skills
Marketing Communications, Marketing, Email Marketing, Social Media Marketing, Marketing Research, Microsoft Office, Facebook, Event Planning, Direct Marketing, Account Management, Marketing Strategy, Telepresence, Balance Accounts, Computer Proficiency, Presentations, Meeting Planning, Donor Management, Major Gift Campaigns, Financial Advisory, Help Desk Support
Education
University of Delaware 2005 — 2009
Bachelor of Science (B.S.), International Business
Merrill Lynch January 2015 - Present
BLOCS 2014 - 2015
Bank of America Merrill Lynch January 2011 - June 2013
Wahl Family Dentistry October 2009 - December 2010
Skills
Marketing Communications, Marketing, Email Marketing, Social Media Marketing, Marketing Research, Microsoft Office, Facebook, Event Planning, Direct Marketing, Account Management, Marketing Strategy, Telepresence, Balance Accounts, Computer Proficiency, Presentations, Meeting Planning, Donor Management, Major Gift Campaigns, Financial Advisory, Help Desk Support
Education
University of Delaware 2005 — 2009
Bachelor of Science (B.S.), International Business
Madison Gartner Madison Gartner's Merrill Lynch Experience June 2014 - December 2014
Job Central Planning Intern at Wealth Enhancement Group
Industry
Experience
Wealth Enhancement Group June 2015 - August 2015
Merrill Lynch June 2014 - December 2014
Meridian Boutique November 2013 - January 2014
Adele's Frozen Custard March 2011 - August 2013
Skills
Sales, Public Speaking, Social Media, Leadership, Microsoft Office, Teamwork, Microsoft Excel, Time Management
Education
University of Denver - Daniels College of Business 2013 — 2017
Bachelor of Science (BS) in Business Administration, Finance
University of Economics, Prague 2015 — 2015
Minnetonka High School 2009 — 2013
Wealth Enhancement Group June 2015 - August 2015
Merrill Lynch June 2014 - December 2014
Meridian Boutique November 2013 - January 2014
Adele's Frozen Custard March 2011 - August 2013
Skills
Sales, Public Speaking, Social Media, Leadership, Microsoft Office, Teamwork, Microsoft Excel, Time Management
Education
University of Denver - Daniels College of Business 2013 — 2017
Bachelor of Science (BS) in Business Administration, Finance
University of Economics, Prague 2015 — 2015
Minnetonka High School 2009 — 2013
Sara Meagher, CPA Sara Meagher, CPA's Merrill Lynch Experience June 2008 - August 2008
Job Senior Associate in Assurance at PwC
Industry Accounting
Experience
PwC September 2012 - Present
PwC June 2011 - August 2011
Xcel Energy June 2010 - September 2010
Merrill Lynch June 2008 - August 2008
Skills
Financial Accounting, Auditing, Financial Reporting, Accounting, GAAP, US GAAP, SEC filings, Assurance, Big 4, SEC Filings, Microsoft Excel, Internal Controls
Education
University of Minnesota - Carlson School of Management 2011 — 2012
Masters in Accountancy
University of Denver - Daniels College of Business 2007 — 2011
Bachelors of Science in Accounting
PwC September 2012 - Present
PwC June 2011 - August 2011
Xcel Energy June 2010 - September 2010
Merrill Lynch June 2008 - August 2008
Skills
Financial Accounting, Auditing, Financial Reporting, Accounting, GAAP, US GAAP, SEC filings, Assurance, Big 4, SEC Filings, Microsoft Excel, Internal Controls
Education
University of Minnesota - Carlson School of Management 2011 — 2012
Masters in Accountancy
University of Denver - Daniels College of Business 2007 — 2011
Bachelors of Science in Accounting
Ian Gunter's Merrill Lynch Experience December 2012 - June 2013
Job Leasing & Marketing Manager
Industry Marketing and Advertising
Experience
Ian Gunter Designs, Inc. July 2007 - Present
Martin Fein Interests September 2014 - July 2015
Nerium International June 2013 - January 2015
Greystar September 2013 - September 2014
Greystar September 2013 - September 2014
Merrill Lynch December 2012 - June 2013
The Finger Companies March 2010 - March 2012
RedPeak Properties August 2006 - January 2007
BCBG Max Azria August 2004 - January 2006
Sage Realty Corporation August 2002 - March 2004
Skills
Marketing, Property Management, Fashion, Leases, Apartments, Social Media Marketing, Sales, Marketing Strategy, Sales Management, Event Planning, Marketing Communications, Online Advertising, Social Networking, Property, Time Management, Management, Leadership, Residential Homes, Commercial Real Estate, Customer Service, Social Media, Microsoft Excel, Team Building, PowerPoint, Fundraising, Event Management, Facebook, CRM, Training, Microsoft Office, Finance, Community Outreach, Financial Advisory, Financial Regulation, Security Management, Financial Services, Advertising, Public Relations, Account Management, Negotiation, Public Speaking, Lead Generation, Market Research, Asset Management, Market Planning, Relocation, Marketing Research, Email Marketing, Brand Management, Luxury
Education
University of Denver 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Fashion Institute of Design & Merchandising 2003 — 2006
Bachelor of Arts (B.A.), Specialized Sales, Merchandising and Marketing Operations
New York real estate institute 2003 — 2004
Real Estate Sales License, New York Real Estate
Ian Gunter Designs, Inc. July 2007 - Present
Martin Fein Interests September 2014 - July 2015
Nerium International June 2013 - January 2015
Greystar September 2013 - September 2014
Greystar September 2013 - September 2014
Merrill Lynch December 2012 - June 2013
The Finger Companies March 2010 - March 2012
RedPeak Properties August 2006 - January 2007
BCBG Max Azria August 2004 - January 2006
Sage Realty Corporation August 2002 - March 2004
Skills
Marketing, Property Management, Fashion, Leases, Apartments, Social Media Marketing, Sales, Marketing Strategy, Sales Management, Event Planning, Marketing Communications, Online Advertising, Social Networking, Property, Time Management, Management, Leadership, Residential Homes, Commercial Real Estate, Customer Service, Social Media, Microsoft Excel, Team Building, PowerPoint, Fundraising, Event Management, Facebook, CRM, Training, Microsoft Office, Finance, Community Outreach, Financial Advisory, Financial Regulation, Security Management, Financial Services, Advertising, Public Relations, Account Management, Negotiation, Public Speaking, Lead Generation, Market Research, Asset Management, Market Planning, Relocation, Marketing Research, Email Marketing, Brand Management, Luxury
Education
University of Denver 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Fashion Institute of Design & Merchandising 2003 — 2006
Bachelor of Arts (B.A.), Specialized Sales, Merchandising and Marketing Operations
New York real estate institute 2003 — 2004
Real Estate Sales License, New York Real Estate
Chris Semrod Chris Semrod's Merrill Lynch Experience June 2011 - June 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - June 2015
Currently Seeking Employment 2015 - 2015
Redwood Creek Capital, LLC January 2006 - January 2009
Howe Barnes Hoefer & Arnett 2009 - 2009
KBW 1994 - 2004
Skills
Capital Markets, Series 7, Equities, Institutional..., Alternative Investments, Series 63, Financial Services, Investments, Portfolio Management, Financial Modeling, Securities, Finance, Hedge Funds, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management
Education
University of Denver 1990 — 1994
BA, Psychology
Merrill Lynch June 2011 - June 2015
Currently Seeking Employment 2015 - 2015
Redwood Creek Capital, LLC January 2006 - January 2009
Howe Barnes Hoefer & Arnett 2009 - 2009
KBW 1994 - 2004
Skills
Capital Markets, Series 7, Equities, Institutional..., Alternative Investments, Series 63, Financial Services, Investments, Portfolio Management, Financial Modeling, Securities, Finance, Hedge Funds, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management
Education
University of Denver 1990 — 1994
BA, Psychology
Dan Winter Dan Winter's Merrill Lynch Experience September 1999 - January 2006
Job CoFounder at BookedOut
Industry Internet
Experience
BookedOut™ January 2014 - Present
Method Models January 2009 - December 2014
Barclays Capital February 2006 - January 2009
Merrill Lynch September 1999 - January 2006
Skills
Marketing, Event Management, New Business Development, Strategic Planning, Public Relations, Market Research, Operations Management, Talent Management, Strategy, Event Planning, Budgets, Management, Social Networking, Sales, Leadership, Sourcing, Integrated Marketing, Marketing Communications, Risk Management, Entrepreneurship, Social Media Marketing, Finance, Recruiting, Team Leadership, Account Management, Social Media, Start-ups, Customer Service, Training, Human Resources
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science, Economics
BookedOut™ January 2014 - Present
Method Models January 2009 - December 2014
Barclays Capital February 2006 - January 2009
Merrill Lynch September 1999 - January 2006
Skills
Marketing, Event Management, New Business Development, Strategic Planning, Public Relations, Market Research, Operations Management, Talent Management, Strategy, Event Planning, Budgets, Management, Social Networking, Sales, Leadership, Sourcing, Integrated Marketing, Marketing Communications, Risk Management, Entrepreneurship, Social Media Marketing, Finance, Recruiting, Team Leadership, Account Management, Social Media, Start-ups, Customer Service, Training, Human Resources
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science, Economics
Ron Minto Ron Minto's Merrill Lynch Experience January 2001 - January 2004
Job Enterprise Analytics: Americas Lead People & Resources
Industry Information Technology and Services
Experience
SAP March 2010 - Present
IMS Health January 2004 - January 2010
Merrill Lynch January 2001 - January 2004
Medical Logistics Inc January 2000 - January 2003
Skills
SAP, ERP, Business Intelligence, Enterprise Software, PeopleSoft, CRM, Business Process, SQL, SAP HR, Team Leadership, Enterprise Systems..., Talent Acquisition, Talent Management, SAP ERP, ABAP, Change Management, Business Analysis, Thought Leadership, Crystal Xcelsius, SuccessFactors, Analytics, Project Management, Cognos, Sales Operations, Global Compensation, HRIS, HR Consulting, Strategic HR, HR Project Management, Cloud Applications
Education
University of Delaware
SAP March 2010 - Present
IMS Health January 2004 - January 2010
Merrill Lynch January 2001 - January 2004
Medical Logistics Inc January 2000 - January 2003
Skills
SAP, ERP, Business Intelligence, Enterprise Software, PeopleSoft, CRM, Business Process, SQL, SAP HR, Team Leadership, Enterprise Systems..., Talent Acquisition, Talent Management, SAP ERP, ABAP, Change Management, Business Analysis, Thought Leadership, Crystal Xcelsius, SuccessFactors, Analytics, Project Management, Cognos, Sales Operations, Global Compensation, HRIS, HR Consulting, Strategic HR, HR Project Management, Cloud Applications
Education
University of Delaware
Victoria Howard Victoria Howard's Merrill Lynch Experience 2009 - 2009
Job Lead Financial Analyst at CenturyLink
Industry Information Technology and Services
Experience
CenturyLink April 2014 - Present
Level 3 Communications January 2013 - April 2014
Piper Group International December 2011 - December 2012
Clayton Holdings September 2010 - December 2011
Wells Fargo Advisors 2009 - 2009
Merrill Lynch 2009 - 2009
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Project Management, Marketing Strategy, Portfolio Management, Financial Planning, Forecasting, Management, Mergers & Acquisitions, Leadership, Customer Segmentation..., Business Development, Essbase
Education
University of Denver 2008 — 2010
Master's Degree, Finance
University of Bedfordshire 2005 — 2008
Bachelor's Degree, Marketing
CenturyLink April 2014 - Present
Level 3 Communications January 2013 - April 2014
Piper Group International December 2011 - December 2012
Clayton Holdings September 2010 - December 2011
Wells Fargo Advisors 2009 - 2009
Merrill Lynch 2009 - 2009
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Project Management, Marketing Strategy, Portfolio Management, Financial Planning, Forecasting, Management, Mergers & Acquisitions, Leadership, Customer Segmentation..., Business Development, Essbase
Education
University of Denver 2008 — 2010
Master's Degree, Finance
University of Bedfordshire 2005 — 2008
Bachelor's Degree, Marketing
Henry Luo Henry Luo's Merrill Lynch Experience December 2011 - September 2012
Job Financial Analyst
Industry Investment Management
Experience
Investigroup, LLC June 2013 - Present
Merrill Lynch December 2011 - September 2012
Marsico Fund, University of Denver – Denver, CO June 2011 - November 2011
The Art Bazaar – New York, NY July 2010 - August 2010
Skills
Valuation, Risk Management, Financial Modeling, Financial Accounting, Analysis, Corporate Finance, Business Development, Finance, Financial Analysis, Investments, Management, Portfolio Management, Financial Risk
Education
University of Denver 2009 — 2011
Master of Science, Finance
Investigroup, LLC June 2013 - Present
Merrill Lynch December 2011 - September 2012
Marsico Fund, University of Denver – Denver, CO June 2011 - November 2011
The Art Bazaar – New York, NY July 2010 - August 2010
Skills
Valuation, Risk Management, Financial Modeling, Financial Accounting, Analysis, Corporate Finance, Business Development, Finance, Financial Analysis, Investments, Management, Portfolio Management, Financial Risk
Education
University of Denver 2009 — 2011
Master of Science, Finance
Nancy Butterfield's Merrill Lynch Experience January 1990 - January 1997
Job Conference Events Coordinator/Planner Mission and Ministry Support Staff
Industry Religious Institutions
Experience
The Rocky Mountain Conference of The United Methodist Church September 2001 - Present
Victoria Village HOA Board 2007 - 2015
Isagenix 2008 - 2009
Hammersmith Management Ltd January 2000 - January 2001
Rocky Mountain Conference United Methodist Church January 1997 - January 2000
Merrill Lynch January 1990 - January 1997
Skills
Training, Management, Leadership, Budgets, Project Management, Nonprofits, Newsletters, Community Development, Research, Team Building, Analysis, Public Speaking, Coaching, Event Planning, Volunteer Management, Fundraising, Strategic Planning, Teaching, Public Relations, Event Management, Customer Service, Community Outreach
Education
University of Denver 1996 — 2001
BA, Communications
Alameda High School
The Rocky Mountain Conference of The United Methodist Church September 2001 - Present
Victoria Village HOA Board 2007 - 2015
Isagenix 2008 - 2009
Hammersmith Management Ltd January 2000 - January 2001
Rocky Mountain Conference United Methodist Church January 1997 - January 2000
Merrill Lynch January 1990 - January 1997
Skills
Training, Management, Leadership, Budgets, Project Management, Nonprofits, Newsletters, Community Development, Research, Team Building, Analysis, Public Speaking, Coaching, Event Planning, Volunteer Management, Fundraising, Strategic Planning, Teaching, Public Relations, Event Management, Customer Service, Community Outreach
Education
University of Denver 1996 — 2001
BA, Communications
Alameda High School
Sean Powers's Merrill Lynch Experience June 2007 - August 2008
Job Outside Sales at PowerSeal Pipeline Corp.
Industry International Trade and Development
Experience
PowerSeal Pipeline Products Corp May 2012 - Present
PowerSeal Pipeline Products Corp November 2010 - June 2012
Universidad EAFIT July 2009 - August 2010
Merrill Lynch June 2007 - August 2008
Skills
Spanish, Economics, International Business, Excel, Word, Customer Relations, Client Relationship..., Microsoft Word, Purchasing, Negotiation, Procurement, Microsoft Excel, Pricing, Sales, Business Strategy, CRM, Strategic Planning, Customer Service, Sales Management, Stainless Steel, Contract Negotiation, Manufacturing, Customer Satisfaction, Time Management, Engineering
Education
University of Denver - Daniels College of Business 2005 — 2009
BA, International Business, Spanish, Economics, 3.3
Marmion Military Academy 2001 — 2005
College Prep
PowerSeal Pipeline Products Corp May 2012 - Present
PowerSeal Pipeline Products Corp November 2010 - June 2012
Universidad EAFIT July 2009 - August 2010
Merrill Lynch June 2007 - August 2008
Skills
Spanish, Economics, International Business, Excel, Word, Customer Relations, Client Relationship..., Microsoft Word, Purchasing, Negotiation, Procurement, Microsoft Excel, Pricing, Sales, Business Strategy, CRM, Strategic Planning, Customer Service, Sales Management, Stainless Steel, Contract Negotiation, Manufacturing, Customer Satisfaction, Time Management, Engineering
Education
University of Denver - Daniels College of Business 2005 — 2009
BA, International Business, Spanish, Economics, 3.3
Marmion Military Academy 2001 — 2005
College Prep
Cole Winarick's Merrill Lynch Experience July 2012 - September 2012
Job CBRE
Industry Commercial Real Estate
Experience
CBRE April 2015 - Present
Patient 9 Foundation September 2010 - Present
Chatham Bay Group, LLC May 2013 - September 2013
JPMorgan Chase June 2012 - June 2013
Merrill Lynch July 2012 - September 2012
Deerfield Golf Club May 2008 - August 2010
Skills
Leadership, Finance, Microsoft Excel, Non-profit..., Public Speaking, Social Media, PowerPoint, New Business Development, Commercial Real Estate..., Social Networking, Statistical Modeling, Financial Modeling, Market Analysis, Financial Markets, Business Strategy, Business Process..., Technology Management, Event Management, Microsoft Word, Microsoft Office, Teamwork, Time Management, Research, Event Planning, Valuation, Website Development, Google Analytics, Entrepreneurship, Market Research
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor’s Degree, Finance and Marketing, Minor in Entrepreneurial Studies and Leadership
Mainland Regional
CBRE April 2015 - Present
Patient 9 Foundation September 2010 - Present
Chatham Bay Group, LLC May 2013 - September 2013
JPMorgan Chase June 2012 - June 2013
Merrill Lynch July 2012 - September 2012
Deerfield Golf Club May 2008 - August 2010
Skills
Leadership, Finance, Microsoft Excel, Non-profit..., Public Speaking, Social Media, PowerPoint, New Business Development, Commercial Real Estate..., Social Networking, Statistical Modeling, Financial Modeling, Market Analysis, Financial Markets, Business Strategy, Business Process..., Technology Management, Event Management, Microsoft Word, Microsoft Office, Teamwork, Time Management, Research, Event Planning, Valuation, Website Development, Google Analytics, Entrepreneurship, Market Research
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor’s Degree, Finance and Marketing, Minor in Entrepreneurial Studies and Leadership
Mainland Regional
Ian Ivarson Ian Ivarson's Merrill Lynch Experience 2001 - 2001
Job IVAR / ivarpack.com
Industry Consumer Goods
Experience
IVAR July 2006 - Present
eBags 2003 - 2003
Morgan Stanley Smith Barney 2002 - 2002
Merrill Lynch 2001 - 2001
Ivarson 1992 - 2000
Skills
Manufacturing & Sourcing, Retail, Design, Consumer Products, Adobe, Websites, Weight Training, Swimming, Microsoft Excel, Marketing, Manufacturing, Brand Architecture, Product Design, Product Development, Entrepreneurship, Sales, Brand Management, Packaging, Sourcing, Integrated Marketing, Marketing Strategy, Fashion, Product Marketing, Social Media, Social Media Marketing, Brand Development, Strategic Planning, Management, New Business Development
Education
University of Denver 2000 — 2004
BSBA, Marketing
University of Denver 2000 — 2003
BSBA, Finance
IVAR July 2006 - Present
eBags 2003 - 2003
Morgan Stanley Smith Barney 2002 - 2002
Merrill Lynch 2001 - 2001
Ivarson 1992 - 2000
Skills
Manufacturing & Sourcing, Retail, Design, Consumer Products, Adobe, Websites, Weight Training, Swimming, Microsoft Excel, Marketing, Manufacturing, Brand Architecture, Product Design, Product Development, Entrepreneurship, Sales, Brand Management, Packaging, Sourcing, Integrated Marketing, Marketing Strategy, Fashion, Product Marketing, Social Media, Social Media Marketing, Brand Development, Strategic Planning, Management, New Business Development
Education
University of Denver 2000 — 2004
BSBA, Marketing
University of Denver 2000 — 2003
BSBA, Finance
Conrad Rusnak Conrad Rusnak's Merrill Lynch Experience May 2010 - August 2010
Job Regulatory Risk at KPMG
Industry Capital Markets
Experience
KPMG US June 2015 - Present
U.S. Trust September 2011 - June 2015
Quantum Team Leaders September 2010 - June 2011
Merrill Lynch May 2010 - August 2010
Skills
Bloomberg, Investments, Asset Allocation, Investment Management, Wealth Management, Portfolio Management, Mutual Funds, Factset, Business Development, Investment Research, Relationship Management, Regulatory Compliance, Operational Risk...
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Finance, Economics
KPMG US June 2015 - Present
U.S. Trust September 2011 - June 2015
Quantum Team Leaders September 2010 - June 2011
Merrill Lynch May 2010 - August 2010
Skills
Bloomberg, Investments, Asset Allocation, Investment Management, Wealth Management, Portfolio Management, Mutual Funds, Factset, Business Development, Investment Research, Relationship Management, Regulatory Compliance, Operational Risk...
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Finance, Economics
Brendan Daly's Merrill Lynch Experience May 2006 - August 2006
Job Director of Project Delivery at Four Winds Interactive
Industry Information Technology and Services
Experience
Four Winds Interactive June 2013 - Present
SDSE June 2012 - June 2013
SDSE December 2010 - June 2012
Navarro Research & Engineering August 2009 - December 2010
Erico Motorsports June 2005 - September 2007
Merrill Lynch May 2006 - August 2006
Ernst & Young June 2003 - August 2003
Performance Motorcar Gallery March 2003 - June 2003
Phelps Dunbar LLP June 2002 - August 2002
Arthur Andersen June 2001 - August 2001
Skills
Financial Modeling, Capital Budgeting, Financial Accounting, International Business, Marketing Research, Market Analysis, Customer Service, Direct Sales, Budgets, Financial Analysis, Management, Strategic Planning, Business Development, Procurement, Process Improvement, Team Building, Program Management, Government Contracting, Operations Management, Business Strategy, Project Management, Leadership, Business Analysis, Microsoft Excel, Government, Project Planning, Contract Management, Risk Management, Change Management, Team Leadership, Financial Reporting, Budget Management, Forecasting, Performance Metrics, Bodybuilding, Contract Negotiation, SharePoint, Analysis, Business Process..., Marketing, Sales, Data Analysis, Management Consulting, PowerPoint, CRM, Proposal Writing, Auditing, Strategy, Entrepreneurship, Negotiation
Education
University of Denver 2007 — 2009
MBA, Finance
University of Denver - Daniels College of Business 2003 — 2007
BSBA, Finance, Marketing and Economics
St. Martin's Episcopal 1990 — 2003
High School Diploma, College Preparatory
Four Winds Interactive June 2013 - Present
SDSE June 2012 - June 2013
SDSE December 2010 - June 2012
Navarro Research & Engineering August 2009 - December 2010
Erico Motorsports June 2005 - September 2007
Merrill Lynch May 2006 - August 2006
Ernst & Young June 2003 - August 2003
Performance Motorcar Gallery March 2003 - June 2003
Phelps Dunbar LLP June 2002 - August 2002
Arthur Andersen June 2001 - August 2001
Skills
Financial Modeling, Capital Budgeting, Financial Accounting, International Business, Marketing Research, Market Analysis, Customer Service, Direct Sales, Budgets, Financial Analysis, Management, Strategic Planning, Business Development, Procurement, Process Improvement, Team Building, Program Management, Government Contracting, Operations Management, Business Strategy, Project Management, Leadership, Business Analysis, Microsoft Excel, Government, Project Planning, Contract Management, Risk Management, Change Management, Team Leadership, Financial Reporting, Budget Management, Forecasting, Performance Metrics, Bodybuilding, Contract Negotiation, SharePoint, Analysis, Business Process..., Marketing, Sales, Data Analysis, Management Consulting, PowerPoint, CRM, Proposal Writing, Auditing, Strategy, Entrepreneurship, Negotiation
Education
University of Denver 2007 — 2009
MBA, Finance
University of Denver - Daniels College of Business 2003 — 2007
BSBA, Finance, Marketing and Economics
St. Martin's Episcopal 1990 — 2003
High School Diploma, College Preparatory
Maxwell Wise Maxwell Wise's Merrill Lynch Experience June 2007 - September 2007
Job Managing Director, NYC at Onward Search
Industry Staffing and Recruiting
Experience
Onward Search July 2010 - Present
Onward Search Digital Marketing and Creative Staffing July 2012 - November 2013
Onward Search Digital Marketing and Creative Staffing July 2010 - July 2012
Baystate Financial Services June 2008 - September 2008
Merrill Lynch June 2007 - September 2007
Skills
Screening Resumes, Omniture, Social Media, Technical Recruiting, Information Architecture, Digital Marketing, SEO, SEM, Staffing Services, Recruiting, Kicking Ass, Social Media Marketing, Flash, Email Marketing, User Experience, Interaction Design, Advertising, E-commerce, User Interface, Mobile Applications, PPC, Executive Search, Google Analytics, CRM, Online Marketing, Interactive Marketing, Temporary Placement, Digital Strategy, Interactive Advertising, Mobile Marketing, Lead Generation, Permanent Placement, Web Analytics, Talent Acquisition, Hip-Hop Dance, Puppetry, Master Franchising, Mountain Rescue
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance
Newton South High School
Onward Search July 2010 - Present
Onward Search Digital Marketing and Creative Staffing July 2012 - November 2013
Onward Search Digital Marketing and Creative Staffing July 2010 - July 2012
Baystate Financial Services June 2008 - September 2008
Merrill Lynch June 2007 - September 2007
Skills
Screening Resumes, Omniture, Social Media, Technical Recruiting, Information Architecture, Digital Marketing, SEO, SEM, Staffing Services, Recruiting, Kicking Ass, Social Media Marketing, Flash, Email Marketing, User Experience, Interaction Design, Advertising, E-commerce, User Interface, Mobile Applications, PPC, Executive Search, Google Analytics, CRM, Online Marketing, Interactive Marketing, Temporary Placement, Digital Strategy, Interactive Advertising, Mobile Marketing, Lead Generation, Permanent Placement, Web Analytics, Talent Acquisition, Hip-Hop Dance, Puppetry, Master Franchising, Mountain Rescue
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance
Newton South High School
Patrick Ceccacci Patrick Ceccacci's Merrill Lynch Experience March 2012 - Present
Job Senior Portfolio Advisor
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
ING Financial Partners 2011 - 2012
Merrill Lynch 2010 - 2010
Sallie Mae 2009 - 2009
Skills
Banking, Portfolio Management, Investments, Financial Planning, Financial Markets, Investment Advisory, Series 7, Strategic Financial..., Finance, Mutual Funds, Retirement Planning, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance
Verona High School 2004 — 2007
Merrill Lynch March 2012 - Present
ING Financial Partners 2011 - 2012
Merrill Lynch 2010 - 2010
Sallie Mae 2009 - 2009
Skills
Banking, Portfolio Management, Investments, Financial Planning, Financial Markets, Investment Advisory, Series 7, Strategic Financial..., Finance, Mutual Funds, Retirement Planning, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance
Verona High School 2004 — 2007
Alison Roper-Zuckert Alison Roper-Zuckert's Merrill Lynch Experience June 2000 - January 2003
Job Real Estate Broker at Kentwood Companies
Industry Real Estate
Experience
Kentwood Companies May 2009 - Present
Merrill Lynch June 2000 - January 2003
Charles Schwab April 1999 - June 2000
Skills
Sellers, Relocation, New Home Sales, Single Family Homes, Listings, Condos, Townhomes, Real Estate, Referrals, Luxury, Buyers, Relocation Buyers, Relocation Advice, High End Homes, executive relocation, First Time Home Buyers, First Time Home Sellers, Property, Buyer Representation, Sales, Corporate Relocation, Selling
Education
University of Denver 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Colorado 1994 — 1996
Bachelor of Science (BS), International Business
University of Puget Sound 1991 — 1993
International Business
Colorado Academy 1987 — 1991
Kentwood Companies May 2009 - Present
Merrill Lynch June 2000 - January 2003
Charles Schwab April 1999 - June 2000
Skills
Sellers, Relocation, New Home Sales, Single Family Homes, Listings, Condos, Townhomes, Real Estate, Referrals, Luxury, Buyers, Relocation Buyers, Relocation Advice, High End Homes, executive relocation, First Time Home Buyers, First Time Home Sellers, Property, Buyer Representation, Sales, Corporate Relocation, Selling
Education
University of Denver 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Colorado 1994 — 1996
Bachelor of Science (BS), International Business
University of Puget Sound 1991 — 1993
International Business
Colorado Academy 1987 — 1991
Andrew Feldman Andrew Feldman's Merrill Lynch Experience June 2006 - August 2006
Job Private Wealth Advisor at Legacy Wealth Partners
Industry Financial Services
Experience
Legacy Wealth Partners LLC April 2014 - Present
AXA Advisors 2009 - April 2014
Transamerica February 2008 - December 2009
Wells Fargo September 2007 - February 2008
Merrill Lynch June 2006 - August 2006
Skills
Finance, Financial Services, Investment Advisory, Estate Planning, Networking, Customer Service, Public Relations, Leadership, Sales, Risk Management, Investment Strategies, IRAs, Valuation, Disability Insurance, Retirement Planning, Small Business, Mutual Funds, Financial Analysis, Strategic Planning, Series 63, Series 7
Education
University of Denver 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Vail Mountain School 1999 — 2003
Legacy Wealth Partners LLC April 2014 - Present
AXA Advisors 2009 - April 2014
Transamerica February 2008 - December 2009
Wells Fargo September 2007 - February 2008
Merrill Lynch June 2006 - August 2006
Skills
Finance, Financial Services, Investment Advisory, Estate Planning, Networking, Customer Service, Public Relations, Leadership, Sales, Risk Management, Investment Strategies, IRAs, Valuation, Disability Insurance, Retirement Planning, Small Business, Mutual Funds, Financial Analysis, Strategic Planning, Series 63, Series 7
Education
University of Denver 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Vail Mountain School 1999 — 2003
Austin Campbell's Merrill Lynch Experience June 2011 - September 2011
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
Merrill Lynch June 2011 - September 2011
Skills
Series 7, Series 63, Series 65, Life Insurance, Accident Insurance, Health Insurance, Notary
Education
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Fidelity Investments April 2015 - Present
Fidelity Investments February 2014 - Present
Fidelity Investments September 2012 - February 2014
Merrill Lynch June 2011 - September 2011
Skills
Series 7, Series 63, Series 65, Life Insurance, Accident Insurance, Health Insurance, Notary
Education
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Christopher Birosak Christopher Birosak's Merrill Lynch Experience June 1994 - May 2011
Job Managing Partner at North Cove Partners
Industry Investment Management
Experience
North Cove Partners June 2011 - Present
Merrill Lynch June 1994 - May 2011
JPMorgan Chase 1990 - 1994
Skills
Private Equity, Investment Banking, Leveraged Finance
Education
University of Detroit Mercy
Master of Business Administration (MBA), Finance, General
Wayne State University
Bachelor of Arts (B.A.), Economics
North Cove Partners June 2011 - Present
Merrill Lynch June 1994 - May 2011
JPMorgan Chase 1990 - 1994
Skills
Private Equity, Investment Banking, Leveraged Finance
Education
University of Detroit Mercy
Master of Business Administration (MBA), Finance, General
Wayne State University
Bachelor of Arts (B.A.), Economics
Alyx Green's Merrill Lynch Experience February 2012 - May 2013
Job Marketing/Operations Manager at Flemington Furs
Industry Apparel & Fashion
Experience
Elite Daily September 2015 - Present
Amore Social January 2015 - Present
Flemington Fur Co. November 2013 - Present
Diane von Furstenberg May 2013 - August 2013
Merrill Lynch February 2012 - May 2013
Jockey International, Inc. 2011 - 2013
Skills
Social Media, Microsoft Office, Finance, PowerPoint, Microsoft Excel, Sales, Spanish, Facebook, Thompson One, Logistics, Microsoft Word, Time Management, Social Networking, Access, Management, Teamwork, Retail, Customer Service, Twitter, Administrative..., Blue Cherry, Sprout Social, Social Media Marketing, QuickBooks
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance
Hunterdon Central Regional High School 2005 — 2009
Elite Daily September 2015 - Present
Amore Social January 2015 - Present
Flemington Fur Co. November 2013 - Present
Diane von Furstenberg May 2013 - August 2013
Merrill Lynch February 2012 - May 2013
Jockey International, Inc. 2011 - 2013
Skills
Social Media, Microsoft Office, Finance, PowerPoint, Microsoft Excel, Sales, Spanish, Facebook, Thompson One, Logistics, Microsoft Word, Time Management, Social Networking, Access, Management, Teamwork, Retail, Customer Service, Twitter, Administrative..., Blue Cherry, Sprout Social, Social Media Marketing, QuickBooks
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance
Hunterdon Central Regional High School 2005 — 2009
Connor McRoy's Merrill Lynch Experience January 2015 - March 2015
Job U.S. Wealth Advisory Services Sales Associate at BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
Merrill Lynch January 2015 - March 2015
Northwestern Mutual May 2014 - August 2014
NAI KLNB Commercial Real Estate Services, Worldwide. May 2013 - August 2013
Towne Park 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Outlook, Strategic Planning, Management, Financial Analysis, Prospect Research, Communication Skills, Commercial Real Estate, Sales, Sales Management, Brokerage, Leases, Time Management, Social Networking
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Business Administration and Management
BlackRock March 2015 - Present
Merrill Lynch January 2015 - March 2015
Northwestern Mutual May 2014 - August 2014
NAI KLNB Commercial Real Estate Services, Worldwide. May 2013 - August 2013
Towne Park 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Outlook, Strategic Planning, Management, Financial Analysis, Prospect Research, Communication Skills, Commercial Real Estate, Sales, Sales Management, Brokerage, Leases, Time Management, Social Networking
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Business Administration and Management
David M. Gerasin David M. Gerasin's Merrill Lynch Experience March 2004 - October 2008
Job President Steele Street Capital
Industry Financial Services
Experience
Steele Street Capital, LLC associated with Wells Fargo Advisors Financial Network June 2012 - Present
Morgan Stanley Smith Barney October 2008 - June 2012
Merrill Lynch March 2004 - October 2008
Skills
Risk Management, Retirement Planning, 401k, Asset Allocation, Wealth Management, Investment Strategies, Investments, Alternative Investments, Finance, Entrepreneurship, Small Business, Mutual Funds, Hedge Funds, Portfolio Management, Estate Planning, Asset Management, Financial Advisory, High Net Worth..., Financial Planners, Financial Analysis, Mortgage Lending, Capital Markets, Due Diligence, Strategic Financial...
Education
University of Denver 1991 — 1995
BSBA Real Estate & Finance
Holderness School 1989 — 1991
Secondary School
Steele Street Capital, LLC associated with Wells Fargo Advisors Financial Network June 2012 - Present
Morgan Stanley Smith Barney October 2008 - June 2012
Merrill Lynch March 2004 - October 2008
Skills
Risk Management, Retirement Planning, 401k, Asset Allocation, Wealth Management, Investment Strategies, Investments, Alternative Investments, Finance, Entrepreneurship, Small Business, Mutual Funds, Hedge Funds, Portfolio Management, Estate Planning, Asset Management, Financial Advisory, High Net Worth..., Financial Planners, Financial Analysis, Mortgage Lending, Capital Markets, Due Diligence, Strategic Financial...
Education
University of Denver 1991 — 1995
BSBA Real Estate & Finance
Holderness School 1989 — 1991
Secondary School
Victor Roy's Merrill Lynch Experience August 1990 - October 1998
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 2009 - Present
Morgan Stanley October 1998 - January 2009
Merrill Lynch August 1990 - October 1998
Education
University of Delaware 1987 — 1990
Bachelor of Arts (B.A.), Finance, General
UBS Financial Services, Inc. 2009 - Present
Morgan Stanley October 1998 - January 2009
Merrill Lynch August 1990 - October 1998
Education
University of Delaware 1987 — 1990
Bachelor of Arts (B.A.), Finance, General
Morgan Seyffert Morgan Seyffert's Merrill Lynch Experience June 2010 - August 2010
Job Location Planning Analyst at Ross Stores, Inc.
Industry Retail
Experience
Ross Stores, Inc. February 2014 - Present
Bloomingdale's February 2013 - February 2014
Bloomingdale's June 2012 - February 2013
Target Corporation July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
Skills
Store Management, Retail Management, Merchandising, Retail Math, Visual Merchandising, Review, Microsoft Office, Training & Development, Staff Development, Staff Management
Education
University of Delaware 2007 — 2011
Bachelor of Science, Marketing and Management
Ross Stores, Inc. February 2014 - Present
Bloomingdale's February 2013 - February 2014
Bloomingdale's June 2012 - February 2013
Target Corporation July 2011 - June 2012
Merrill Lynch June 2010 - August 2010
Skills
Store Management, Retail Management, Merchandising, Retail Math, Visual Merchandising, Review, Microsoft Office, Training & Development, Staff Development, Staff Management
Education
University of Delaware 2007 — 2011
Bachelor of Science, Marketing and Management
Gerald Hilton Gerald Hilton's Merrill Lynch Experience August 1992 - 2002
Job Colorado, Department of Labor & Employment
Industry Government Relations
Experience
T-Mobile November 2003 - June 2012
Union Street III August 2002 - October 2003
Merrill Lynch August 1992 - 2002
Netlink Satellite Services July 1990 - March 1992
Hilton Properties June 1982 - May 1990
US Navy September 1968 - February 1973
Skills
Call Center, Vendor Management, Avaya, Customer Experience, Customer Retention, Customer Satisfaction, Business Case, Telecommunications, Wireless, Team Leadership, Customer Service, Billing Systems, Finance, Networking, Call Centers, Management, Time Management, Project Planning, Positivity,..., Team Building, Leadership, Sales, Training, Coaching, Cross-functional Team..., Performance Management, Process Improvement, Team Management, Contract Negotiation, Project Management, Operations Management, Real Estate, Budgets, Forecasting, Workforce Management, Retail, Negotiation
Education
University of Denver
BSBA, Real Estate and Constuction Management
T-Mobile November 2003 - June 2012
Union Street III August 2002 - October 2003
Merrill Lynch August 1992 - 2002
Netlink Satellite Services July 1990 - March 1992
Hilton Properties June 1982 - May 1990
US Navy September 1968 - February 1973
Skills
Call Center, Vendor Management, Avaya, Customer Experience, Customer Retention, Customer Satisfaction, Business Case, Telecommunications, Wireless, Team Leadership, Customer Service, Billing Systems, Finance, Networking, Call Centers, Management, Time Management, Project Planning, Positivity,..., Team Building, Leadership, Sales, Training, Coaching, Cross-functional Team..., Performance Management, Process Improvement, Team Management, Contract Negotiation, Project Management, Operations Management, Real Estate, Budgets, Forecasting, Workforce Management, Retail, Negotiation
Education
University of Denver
BSBA, Real Estate and Constuction Management
John Nauss, CFP®'s Merrill Lynch Experience July 2012 - April 2013
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2013 - Present
Merrill Lynch July 2012 - April 2013
Wescott Financial Advisory Group, LLC September 2009 - May 2012
Wescott Financial Advisor Group September 2009 - March 2011
Ameriprise Financial Advisors June 2007 - September 2009
Skills
Financial Planning, Retirement Income..., Personal Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investment Advisory
Education
Widener University 2007 — 2009
Masters, Tax and Financial Planning
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Bishop Eustace Prep
TIAA-CREF April 2013 - Present
Merrill Lynch July 2012 - April 2013
Wescott Financial Advisory Group, LLC September 2009 - May 2012
Wescott Financial Advisor Group September 2009 - March 2011
Ameriprise Financial Advisors June 2007 - September 2009
Skills
Financial Planning, Retirement Income..., Personal Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investment Advisory
Education
Widener University 2007 — 2009
Masters, Tax and Financial Planning
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Bishop Eustace Prep
Michele Noonan Michele Noonan's Merrill Lynch Experience 1996 - 2001
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Managing ConsultantBKD, LLPJanuary 2001 - June 2008
Merrill Lynch 1996 - 2001
Merrill Lynch 1996 - 2001
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, Finance, Marketing
Charles Schwab Managing ConsultantBKD, LLPJanuary 2001 - June 2008
Merrill Lynch 1996 - 2001
Merrill Lynch 1996 - 2001
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, Finance, Marketing
Noelle Dupuy Noelle Dupuy's Merrill Lynch Experience March 2004 - July 2011
Job Chief of Staff, Investor Relations at AIG
Industry Financial Services
Experience
AIG August 2013 - Present
AIG November 2011 - August 2013
Merrill Lynch March 2004 - July 2011
Skills
Equities, Financial Services, Mutual Funds, Securities, Series 7, Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investments, Portfolio Management, Risk Management, Series 63, Wealth Management
Education
University of Delaware 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
AIG August 2013 - Present
AIG November 2011 - August 2013
Merrill Lynch March 2004 - July 2011
Skills
Equities, Financial Services, Mutual Funds, Securities, Series 7, Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investments, Portfolio Management, Risk Management, Series 63, Wealth Management
Education
University of Delaware 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Maddie Slack Maddie Slack's Merrill Lynch Experience June 2014 - August 2014
Job Student at University of Denver
Industry
Experience
Merrick & Company June 2015 - Present
Merrill Lynch June 2014 - August 2014
Evergreen Country Day School June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook
Education
University of Denver 2012 — 2016
Merrick & Company June 2015 - Present
Merrill Lynch June 2014 - August 2014
Evergreen Country Day School June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook
Education
University of Denver 2012 — 2016
Christopher Monfasani Christopher Monfasani's Merrill Lynch Experience June 2010 - August 2010
Job IT Advisory Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2012 - Present
WithumSmith+Brown June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Foodtown Pharmacy June 2010 - August 2010
NYC Department of Finance June 2008 - August 2008
Skills
Auditing, Accounting, Microsoft Excel, Microsoft Word, Access, Social Media, IT Controls, Internal Controls, PowerPoint, Microsoft Office, Research, Outlook
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science - Accounting, Accounting Major, MIS Minor
Holmdel High School 2004 — 2008
KPMG US July 2012 - Present
WithumSmith+Brown June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Foodtown Pharmacy June 2010 - August 2010
NYC Department of Finance June 2008 - August 2008
Skills
Auditing, Accounting, Microsoft Excel, Microsoft Word, Access, Social Media, IT Controls, Internal Controls, PowerPoint, Microsoft Office, Research, Outlook
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science - Accounting, Accounting Major, MIS Minor
Holmdel High School 2004 — 2008
Sean Sweeney's Merrill Lynch Experience April 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Pacer Financial September 2010 - April 2012
Pacer Financial January 2010 - September 2010
RevenueShares ETFs October 2008 - January 2010
Skills
Portfolio Optimization, Portfolio Strategy, New Business Development, Series 7, ETFs, Financial Planning, Mutual Funds, Series 66, Stocks, Bonds, Investment Portfolio, Retirement Planning, Retirement Plan..., 401k Rollovers, Modern Portfolio Theory, Leadership, 401k, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Retirement, Equities, Fixed Income, Hedge Funds, Portfolio Management, Life Insurance
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2008
Bachelors of Science, Finance
Merrill Lynch April 2012 - Present
Pacer Financial September 2010 - April 2012
Pacer Financial January 2010 - September 2010
RevenueShares ETFs October 2008 - January 2010
Skills
Portfolio Optimization, Portfolio Strategy, New Business Development, Series 7, ETFs, Financial Planning, Mutual Funds, Series 66, Stocks, Bonds, Investment Portfolio, Retirement Planning, Retirement Plan..., 401k Rollovers, Modern Portfolio Theory, Leadership, 401k, Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Retirement, Equities, Fixed Income, Hedge Funds, Portfolio Management, Life Insurance
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2008
Bachelors of Science, Finance
Brian Polakowski, CIMA® Brian Polakowski, CIMA®'s Merrill Lynch Experience 2006 - 2009
Job Investment Management Consultant
Industry Financial Services
Experience
BlackRock March 2000 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch Investment Managers March 2000 - October 2006
Able Noser September 1998 - February 2000
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Management, Portfolio Management, Sales Management, International Sales, Inside Sales, External Sales, Sales Presentations, Presentation Coaching, Asset Allocation, Tactical Asset..., Global Asset Allocation, non resident clients
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BS, Economics
Howell High School 1990 — 1994
BS, Business
BlackRock March 2000 - Present
Merrill Lynch 2006 - 2009
Merrill Lynch Investment Managers March 2000 - October 2006
Able Noser September 1998 - February 2000
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Management, Portfolio Management, Sales Management, International Sales, Inside Sales, External Sales, Sales Presentations, Presentation Coaching, Asset Allocation, Tactical Asset..., Global Asset Allocation, non resident clients
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BS, Economics
Howell High School 1990 — 1994
BS, Business
Jared Fischer Jared Fischer's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (B.S.), Business Administration and Management
Merrill Lynch August 2014 - Present
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (B.S.), Business Administration and Management
John Mosko's Merrill Lynch Experience traderthomson mckinnon1981 - 1987
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch traderthomson mckinnon1981 - 1987
Education
University of Delaware - Lerner College of Business and Economics 1977 — 1981
Merrill Lynch traderthomson mckinnon1981 - 1987
Education
University of Delaware - Lerner College of Business and Economics 1977 — 1981
Mike Cascella's Merrill Lynch Experience February 2003 - July 2003
Job Vice President, Manager at Citibank N.A.
Industry Financial Services
Experience
Citibank N.A. April 2012 - January 2015
Pershing LLC October 2006 - April 2012
Synchronoss Technologies Inc February 2006 - September 2006
TD Waterhouse July 2003 - February 2006
Merrill Lynch February 2003 - July 2003
Datek Online Financial Services LLC May 2000 - October 2002
Skills
Management, Project Management, Employee Training, Financial Services, Coaching, Training & Development, Finance, Instructional Design
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2000
BS, Business Administration
St Joseph High School - Metuchen NJ 1991 — 1995
Citibank N.A. April 2012 - January 2015
Pershing LLC October 2006 - April 2012
Synchronoss Technologies Inc February 2006 - September 2006
TD Waterhouse July 2003 - February 2006
Merrill Lynch February 2003 - July 2003
Datek Online Financial Services LLC May 2000 - October 2002
Skills
Management, Project Management, Employee Training, Financial Services, Coaching, Training & Development, Finance, Instructional Design
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2000
BS, Business Administration
St Joseph High School - Metuchen NJ 1991 — 1995
Brandon Danko's Merrill Lynch Experience 2006 - 2006
Job Banking Manager at Accenture Management Consulting
Industry Financial Services
Experience
Accenture September 2012 - Present
Accenture October 2010 - August 2012
Accenture November 2008 - September 2010
University of Denver September 2003 - August 2008
xBML Innovations, Inc 2007 - 2007
Project C.U.R.E. June 2006 - August 2006
Merrill Lynch 2006 - 2006
Skills
Management Consulting, Business Process..., Financial Analysis, Project Planning, Strategy, Business Strategy, Strategic Planning, Strategic Consulting, Reorganisation, Microsoft Office, Banking, Property & Casualty..., Credit Risk, Underwriting, Analysis, Microsoft Excel, Consulting, Sunglasses, Fashion, Management, Leadership, Business Process..., SDLC
Education
University of Denver - Daniels College of Business 2003 — 2008
MSF, Finance, 4.0
University of Denver - Daniels College of Business 2003 — 2007
BSBA, International Business, Accounting & Spanish, Summa Cum Laude
Accenture September 2012 - Present
Accenture October 2010 - August 2012
Accenture November 2008 - September 2010
University of Denver September 2003 - August 2008
xBML Innovations, Inc 2007 - 2007
Project C.U.R.E. June 2006 - August 2006
Merrill Lynch 2006 - 2006
Skills
Management Consulting, Business Process..., Financial Analysis, Project Planning, Strategy, Business Strategy, Strategic Planning, Strategic Consulting, Reorganisation, Microsoft Office, Banking, Property & Casualty..., Credit Risk, Underwriting, Analysis, Microsoft Excel, Consulting, Sunglasses, Fashion, Management, Leadership, Business Process..., SDLC
Education
University of Denver - Daniels College of Business 2003 — 2008
MSF, Finance, 4.0
University of Denver - Daniels College of Business 2003 — 2007
BSBA, International Business, Accounting & Spanish, Summa Cum Laude
Andrew Zeleney's Merrill Lynch Experience December 2002 - May 2004
Job Manufacturing Finance Controller at Warrior Sports
Industry Financial Services
Experience
Warrior Sports January 2013 - Present
University of Detroit Mercy May 2011 - Present
Plante Moran October 2011 - January 2013
MRM Worldwide 2011 - 2011
BBK February 2007 - October 2009
Ford Motor Company August 2006 - February 2007
Ford Motor Company January 2005 - August 2006
Merrill Lynch December 2002 - May 2004
Merrill Lynch October 1999 - December 2002
TD Waterhouse 1996 - 1999
Skills
Forecasting, Cross-functional Team..., Negotiation, Data Mining, Financial Analysis, Budgets, Mergers
Education
University of Detroit Mercy 2003 — 2007
M.B.A., Business Turnaround Management
University of Windsor 1993 — 1995
Bachelor of Commerce, Finance
Western University 1989 — 1993
Bachelor of Arts, English Language & Literature
Warrior Sports January 2013 - Present
University of Detroit Mercy May 2011 - Present
Plante Moran October 2011 - January 2013
MRM Worldwide 2011 - 2011
BBK February 2007 - October 2009
Ford Motor Company August 2006 - February 2007
Ford Motor Company January 2005 - August 2006
Merrill Lynch December 2002 - May 2004
Merrill Lynch October 1999 - December 2002
TD Waterhouse 1996 - 1999
Skills
Forecasting, Cross-functional Team..., Negotiation, Data Mining, Financial Analysis, Budgets, Mergers
Education
University of Detroit Mercy 2003 — 2007
M.B.A., Business Turnaround Management
University of Windsor 1993 — 1995
Bachelor of Commerce, Finance
Western University 1989 — 1993
Bachelor of Arts, English Language & Literature
Jim Bebry's Merrill Lynch Experience October 2009 - Present
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Merrill Lynch October 2009 - Present
Merrill Lynch 2009 - Present
Quick & Reilly 1987 - 2005
Skills
Series 7, Wealth Management, Branch Banking, Series 63, Equities, Series 24, Banking, FINRA
Education
University of Denver 1974 — 1977
Merrill Lynch October 2009 - Present
Merrill Lynch October 2009 - Present
Merrill Lynch 2009 - Present
Quick & Reilly 1987 - 2005
Skills
Series 7, Wealth Management, Branch Banking, Series 63, Equities, Series 24, Banking, FINRA
Education
University of Denver 1974 — 1977
Hugh E. Curran CMA's Merrill Lynch Experience October 2010 - July 2013
Job Director, Finance Delaware Department of Transportation
Industry Government Administration
Experience
Delaware Department of Transportation July 2013 - Present
Merrill Lynch October 2010 - July 2013
Barclays Bank Delaware April 2006 - August 2010
MBNA America 2004 - 2006
MBNA Corporation 2001 - 2004
Skills
Financial Analysis, Strategic Financial..., Banking, Financial Modeling, Risk Management, Portfolio Management, Credit, Investments, Credit Risk, Corporate Finance, Credit Cards, Finance, Financial Services, Managerial Finance, Financial Risk, Valuation, Mergers, Cash Management, Asset Managment, Forecasting, Retirement Planning, Exchange Traded Funds, Investment Strategies, Tax-advantaged..., Licensed Life Insurance..., Mortgage Lending, Personal Financial..., IRAs, College Savings Plans
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2000
MBA
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance, History
Saint Mark's 1976 — 1980
Delaware Department of Transportation July 2013 - Present
Merrill Lynch October 2010 - July 2013
Barclays Bank Delaware April 2006 - August 2010
MBNA America 2004 - 2006
MBNA Corporation 2001 - 2004
Skills
Financial Analysis, Strategic Financial..., Banking, Financial Modeling, Risk Management, Portfolio Management, Credit, Investments, Credit Risk, Corporate Finance, Credit Cards, Finance, Financial Services, Managerial Finance, Financial Risk, Valuation, Mergers, Cash Management, Asset Managment, Forecasting, Retirement Planning, Exchange Traded Funds, Investment Strategies, Tax-advantaged..., Licensed Life Insurance..., Mortgage Lending, Personal Financial..., IRAs, College Savings Plans
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2000
MBA
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance, History
Saint Mark's 1976 — 1980
Michelle Horgan's Merrill Lynch Experience 2004 - 2004
Job Conference & Event Manager at Princeton University
Industry Events Services
Experience
Princeton University January 2005 - Present
Rutgers University August 2000 - December 2004
Merrill Lynch 2004 - 2004
AmeriCorps August 1998 - September 2000
Skills
Event Planning, Public Relations, Marketing, Nonprofits, Research, Editing, Social Media, Event Management, Fundraising, Marketing Communications, Volunteer Management, Public Speaking, Community Outreach, Non-profits, Social Networking, Social Media Marketing, Corporate Events, Management
Education
University of Delaware 1994 — 1998
Princeton University January 2005 - Present
Rutgers University August 2000 - December 2004
Merrill Lynch 2004 - 2004
AmeriCorps August 1998 - September 2000
Skills
Event Planning, Public Relations, Marketing, Nonprofits, Research, Editing, Social Media, Event Management, Fundraising, Marketing Communications, Volunteer Management, Public Speaking, Community Outreach, Non-profits, Social Networking, Social Media Marketing, Corporate Events, Management
Education
University of Delaware 1994 — 1998
Stevan P. Simich's Merrill Lynch Experience 2003 - 2004
Job Founder & CEO at Tact, L3C
Industry Information Technology and Services
Experience
TACT, L3C June 2011 - Present
Application Experts, LLC October 2010 - June 2011
Application Experts, LLC October 2009 - November 2010
Castle Pines Ventures, LLC February 2009 - October 2009
Rally Software Development September 2008 - April 2009
Republic Financial Corporation March 2006 - August 2008
FMI Corporation February 2004 - March 2006
Merrill Lynch 2003 - 2004
Navitrade 2003 - 2003
Greenbriar Capital 2002 - 2003
Skills
Salesforce.com, Software Development, Software Implementation, Financial Modeling, Business Analysis, Business Strategy, Venture Capital, Entrepreneur, Strategic Planning, Due Diligence, Financial Analysis, Management Consulting, Project Management, Change Management, Mergers, New Business Development, Business Development, Budget, Start-ups, Entrepreneurship, Negotiation, Team Building, Microsoft Excel, CRM, SaaS, Consulting, Nonprofit Technology, Social Impact..., Social Impact Assessment, Mergers & Acquisitions, Private Equity, Budgets, Program Management, Valuation, Cross-functional Team..., Investments
Education
University of Denver - Daniels College of Business 2001 — 2003
MBA, Finance
University of Michigan 1990 — 1994
Liberal Arts, Plant Physiology, French, Fine Arts & Literature
The Shipley School 1982 — 1990
TACT, L3C June 2011 - Present
Application Experts, LLC October 2010 - June 2011
Application Experts, LLC October 2009 - November 2010
Castle Pines Ventures, LLC February 2009 - October 2009
Rally Software Development September 2008 - April 2009
Republic Financial Corporation March 2006 - August 2008
FMI Corporation February 2004 - March 2006
Merrill Lynch 2003 - 2004
Navitrade 2003 - 2003
Greenbriar Capital 2002 - 2003
Skills
Salesforce.com, Software Development, Software Implementation, Financial Modeling, Business Analysis, Business Strategy, Venture Capital, Entrepreneur, Strategic Planning, Due Diligence, Financial Analysis, Management Consulting, Project Management, Change Management, Mergers, New Business Development, Business Development, Budget, Start-ups, Entrepreneurship, Negotiation, Team Building, Microsoft Excel, CRM, SaaS, Consulting, Nonprofit Technology, Social Impact..., Social Impact Assessment, Mergers & Acquisitions, Private Equity, Budgets, Program Management, Valuation, Cross-functional Team..., Investments
Education
University of Denver - Daniels College of Business 2001 — 2003
MBA, Finance
University of Michigan 1990 — 1994
Liberal Arts, Plant Physiology, French, Fine Arts & Literature
The Shipley School 1982 — 1990
Michael Pagano's Merrill Lynch Experience June 1999 - December 2002
Job Managing Director at Stifel Nicolaus & Co Inc
Industry Financial Services
Experience
Stifel Nicolaus June 2008 - Present
Bear, Stearns & Co. Inc. February 2006 - June 2008
Kaufman Bros. January 2003 - January 2006
Merrill Lynch June 1999 - December 2002
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Digital Media, Equities, Equity Research, Securities, Bloomberg, Capital Markets, Asset Management
Education
University of Delaware 1994 — 1998
BA, Economics, International Relations
Stifel Nicolaus June 2008 - Present
Bear, Stearns & Co. Inc. February 2006 - June 2008
Kaufman Bros. January 2003 - January 2006
Merrill Lynch June 1999 - December 2002
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Digital Media, Equities, Equity Research, Securities, Bloomberg, Capital Markets, Asset Management
Education
University of Delaware 1994 — 1998
BA, Economics, International Relations
Peter G. Snelling's Merrill Lynch Experience March 2008 - Present
Job First Vice President Wealth Mangement at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2008 - Present
Citigroup Global Markets Inc. August 1994 - March 2008
Prudential Securities Incorporated August 1989 - August 1994
Thomson McKinnon Securities Inc. October 1983 - August 1989
Skills
Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Retirement Planning, Retirement Plan..., Investment Strategies, Trust Services, Financial Advisory, Strategic Planning, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2002 — 2007
Certified Investment Manager Analyst (CIMA®) and Certificate of Professional Development, Advanced Investment Analysis, Alternative Investments, Foundation and Endowment Financial Mngt.
Exit Planning Institute 2011 — 2011
Certified Exit Planning Advisor (CEPA®), Middle market exit planning
University of Denver - Daniels College of Business 2007 — 2007
Certifed Private Wealth Advisor (CPWA®)
University of Delaware - Lerner College of Business and Economics 1978 — 1982
B.S. Economics, Economics and Finance
Merrill Lynch March 2008 - Present
Citigroup Global Markets Inc. August 1994 - March 2008
Prudential Securities Incorporated August 1989 - August 1994
Thomson McKinnon Securities Inc. October 1983 - August 1989
Skills
Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Retirement Planning, Retirement Plan..., Investment Strategies, Trust Services, Financial Advisory, Strategic Planning, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2002 — 2007
Certified Investment Manager Analyst (CIMA®) and Certificate of Professional Development, Advanced Investment Analysis, Alternative Investments, Foundation and Endowment Financial Mngt.
Exit Planning Institute 2011 — 2011
Certified Exit Planning Advisor (CEPA®), Middle market exit planning
University of Denver - Daniels College of Business 2007 — 2007
Certifed Private Wealth Advisor (CPWA®)
University of Delaware - Lerner College of Business and Economics 1978 — 1982
B.S. Economics, Economics and Finance
Robert Ku's Merrill Lynch Experience September 1997 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1997 - Present
Education
University of Delaware 1989 — 1993
Merrill Lynch September 1997 - Present
Education
University of Delaware 1989 — 1993
Christopher Vecchiola's Merrill Lynch Experience June 1998 - March 2000
Job Senior Manager at Jones Lang LaSalle
Industry Real Estate
Experience
JLL June 2012 - Present
Cushman & Wakefield May 2005 - June 2012
Cushman & Wakefield March 2006 - April 2007
Cushman & Wakefield May 2005 - March 2006
Lennar Corporation November 2004 - April 2005
Cushman & Wakefield, Inc July 2002 - November 2004
UBS PaineWebber Inc March 2000 - August 2001
Merrill Lynch June 1998 - March 2000
Skills
Financial Reporting, Forecasting, Budgets, Accounting, Accounts Payable, Due Diligence, Managerial Finance, Variance Analysis, Finance, Management, Accounts Receivable, Internal Controls, Analysis, Access, Auditing, Financial Audits, Financial Statements, Portfolio Management, Financial Analysis, Account Reconciliation, Property Management, Financial Modeling, Corporate Real Estate
Education
Rutgers Business School 2001 — 2002
MBA, Finance and Management
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science (B.S.), Finance, General
JLL June 2012 - Present
Cushman & Wakefield May 2005 - June 2012
Cushman & Wakefield March 2006 - April 2007
Cushman & Wakefield May 2005 - March 2006
Lennar Corporation November 2004 - April 2005
Cushman & Wakefield, Inc July 2002 - November 2004
UBS PaineWebber Inc March 2000 - August 2001
Merrill Lynch June 1998 - March 2000
Skills
Financial Reporting, Forecasting, Budgets, Accounting, Accounts Payable, Due Diligence, Managerial Finance, Variance Analysis, Finance, Management, Accounts Receivable, Internal Controls, Analysis, Access, Auditing, Financial Audits, Financial Statements, Portfolio Management, Financial Analysis, Account Reconciliation, Property Management, Financial Modeling, Corporate Real Estate
Education
Rutgers Business School 2001 — 2002
MBA, Finance and Management
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Thomas Huzjak's Merrill Lynch Experience July 2006 - February 2008
Job Business/Contract Law, Estate Planning/Probate & Real Estate Experienced Attorney
Industry Law Practice
Experience
Dialysis Scholarship Fund October 2010 - Present
Paravisix, Inc. June 2010 - Present
Huzjak Law Office, LLC July 2001 - Present
Merrill Lynch July 2006 - February 2008
Morgan Stanley January 2005 - July 2006
T-NETIX August 1994 - January 1999
T-NETIX May 1988 - August 1994
AT&T January 1983 - September 1987
Skills
Strategic Financial..., Investments, Estate Planning, Investment Advisory, Contract Law, Start-up Consulting, Probate Administration, Real Estate Law, Technology Licensing, Licensing, Start-ups, Mutual Funds, Venture Capital, Management, Trusts, Financial Advisory, Financial Planning, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 1972 — 1978
Doctor of Law (JD), Business Law
Youngstown State University 1968 — 1972
B.A., Pre-law
Dialysis Scholarship Fund October 2010 - Present
Paravisix, Inc. June 2010 - Present
Huzjak Law Office, LLC July 2001 - Present
Merrill Lynch July 2006 - February 2008
Morgan Stanley January 2005 - July 2006
T-NETIX August 1994 - January 1999
T-NETIX May 1988 - August 1994
AT&T January 1983 - September 1987
Skills
Strategic Financial..., Investments, Estate Planning, Investment Advisory, Contract Law, Start-up Consulting, Probate Administration, Real Estate Law, Technology Licensing, Licensing, Start-ups, Mutual Funds, Venture Capital, Management, Trusts, Financial Advisory, Financial Planning, Mergers & Acquisitions
Education
University of Denver - Sturm College of Law 1972 — 1978
Doctor of Law (JD), Business Law
Youngstown State University 1968 — 1972
B.A., Pre-law
William Weeden's Merrill Lynch Experience January 1990 - October 1999
Job eDiscovery Consultant with 17a4, llc
Industry Financial Services
Experience
17a-4, llc November 2010 - Present
Align Communications November 1999 - November 2010
Merrill Lynch January 1990 - October 1999
QV Trading Systems, Inc. January 1980 - January 1990
Skills
Business Analysis, Litigation Support, Project Management, Requirements Analysis, Management Consulting, Strategic Planning, Integration, Business Strategy, Vendor Management, Account Management, IT Management, Project Planning, Contract Negotiation, Solution Selling, SaaS, Strategy, Program Management
Education
University of Delaware 1975 — 1980
Bachelor's degree, Accounting and Finance
University of Delaware - Lerner College of Business and Economics 1975 — 1979
Bachelor's degree, Accounting & Finance
17a-4, llc November 2010 - Present
Align Communications November 1999 - November 2010
Merrill Lynch January 1990 - October 1999
QV Trading Systems, Inc. January 1980 - January 1990
Skills
Business Analysis, Litigation Support, Project Management, Requirements Analysis, Management Consulting, Strategic Planning, Integration, Business Strategy, Vendor Management, Account Management, IT Management, Project Planning, Contract Negotiation, Solution Selling, SaaS, Strategy, Program Management
Education
University of Delaware 1975 — 1980
Bachelor's degree, Accounting and Finance
University of Delaware - Lerner College of Business and Economics 1975 — 1979
Bachelor's degree, Accounting & Finance
Ben Bohline, MBA, CPA's Merrill Lynch Experience June 2007 - August 2007
Job Assurance
Industry Accounting
Experience
McGladrey October 2013 - Present
Flex Compensation Inc. February 2009 - October 2013
Merrill Lynch June 2007 - August 2007
Education
University of Saint Thomas 2010 — 2013
Master of Business Administration (MBA), Accounting
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Economics, Management, Finance
McGladrey October 2013 - Present
Flex Compensation Inc. February 2009 - October 2013
Merrill Lynch June 2007 - August 2007
Education
University of Saint Thomas 2010 — 2013
Master of Business Administration (MBA), Accounting
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Economics, Management, Finance
Kelly Director's Merrill Lynch Experience 2006 - 2007
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network September 2007 - Present
Merrill Lynch 2006 - 2007
Greenwood Village Chamber of Commerce March 2006 - July 2006
Junior League of Denver May 2004 - May 2005
Newborn Hope May 2002 - May 2004
Education
University of Denver
Northwestern Mutual Financial Network September 2007 - Present
Merrill Lynch 2006 - 2007
Greenwood Village Chamber of Commerce March 2006 - July 2006
Junior League of Denver May 2004 - May 2005
Newborn Hope May 2002 - May 2004
Education
University of Denver
Danielle Klebanow's Merrill Lynch Experience April 2000 - September 2001
Job Danielle Klebanow Photography
Industry Photography
Experience
Danielle Klebanow Photography January 2003 - Present
Daily Mail May 2012 - June 2014
Bauer Griffin 2007 - 2009
Splash News 2005 - 2008
Videobank 2003 - 2004
Merrill Lynch April 2000 - September 2001
HBO June 1999 - June 1999
Skills
Weddings, Photography, Corporate Events, Photo Editing, Event Photography, Lightroom, Photoshop, Portrait Photography, Photos, Photojournalism, Image Editing, Advertising, Film, Travel Photography, Journalism, Video Production, Editorial, Commercial Photography, Portraits, Publishing, Blogging, Video, Multimedia, Digital Photography, Mac, Video Editing, Copy Editing, Editing, Editorial Photography, Magazines, Studio Lighting, Studio Photography, Adobe Creative Suite, Celebrity, Photo Shoots, Fashion, Camera, Documentaries, Sports Photography, Final Cut Pro, Newspapers, Art, Videography, Fashion Photography, Photo Research, Creative Direction, Image Manipulation, Storytelling, Fine Art Photography, Headshots
Education
University of Denver 1996 — 2000
Communications, Communications/Art
Institute for American Universities 1998 — 1999
Berkshire School 1994 — 1996
Weston Middle School
Danielle Klebanow Photography January 2003 - Present
Daily Mail May 2012 - June 2014
Bauer Griffin 2007 - 2009
Splash News 2005 - 2008
Videobank 2003 - 2004
Merrill Lynch April 2000 - September 2001
HBO June 1999 - June 1999
Skills
Weddings, Photography, Corporate Events, Photo Editing, Event Photography, Lightroom, Photoshop, Portrait Photography, Photos, Photojournalism, Image Editing, Advertising, Film, Travel Photography, Journalism, Video Production, Editorial, Commercial Photography, Portraits, Publishing, Blogging, Video, Multimedia, Digital Photography, Mac, Video Editing, Copy Editing, Editing, Editorial Photography, Magazines, Studio Lighting, Studio Photography, Adobe Creative Suite, Celebrity, Photo Shoots, Fashion, Camera, Documentaries, Sports Photography, Final Cut Pro, Newspapers, Art, Videography, Fashion Photography, Photo Research, Creative Direction, Image Manipulation, Storytelling, Fine Art Photography, Headshots
Education
University of Denver 1996 — 2000
Communications, Communications/Art
Institute for American Universities 1998 — 1999
Berkshire School 1994 — 1996
Weston Middle School
Adriana Sormani's Merrill Lynch Experience February 1999 - June 2011
Job Vice President/Investments
Industry Investment Management
Experience
UBS Wealth Management June 2011 - Present
Merrill Lynch February 1999 - June 2011
BMO Harris Private Banking 1996 - 2000
Education
University of Denver 1982 — 1986
Bachelor of Arts (B.A.), International/Global Studies/Economics
UBS Wealth Management June 2011 - Present
Merrill Lynch February 1999 - June 2011
BMO Harris Private Banking 1996 - 2000
Education
University of Denver 1982 — 1986
Bachelor of Arts (B.A.), International/Global Studies/Economics
scott branish's Merrill Lynch Experience 2000 - 2003
Job Lending Officer, Fairway Independent Mortgage Corp.
Industry Banking
Experience
Realty Plus Mortgage September 2014 - June 2015
Public Service Credit Union August 2007 - April 2014
tcf bank 2005 - 2007
Associates Financial Group 2003 - 2005
merrill lynch 2000 - 2003
Hyatt at Beaver Creek 1999 - 2000
Skills
Portfolio Management, Loans, Credit Analysis, Business Development, Banking, Financial Analysis, Mortgage Lending, Credit, Risk Management, Commercial Lending, Customer Service, Strategic Planning, Sales
Education
University of Denver 1994 — 1996
BSBA, business
University of Denver - Daniels College of Business 1994 — 1996
BSBA, business
University of Hartford 1991 — 1994
business, business
Cherry Creek High School 1988 — 1991
Realty Plus Mortgage September 2014 - June 2015
Public Service Credit Union August 2007 - April 2014
tcf bank 2005 - 2007
Associates Financial Group 2003 - 2005
merrill lynch 2000 - 2003
Hyatt at Beaver Creek 1999 - 2000
Skills
Portfolio Management, Loans, Credit Analysis, Business Development, Banking, Financial Analysis, Mortgage Lending, Credit, Risk Management, Commercial Lending, Customer Service, Strategic Planning, Sales
Education
University of Denver 1994 — 1996
BSBA, business
University of Denver - Daniels College of Business 1994 — 1996
BSBA, business
University of Hartford 1991 — 1994
business, business
Cherry Creek High School 1988 — 1991
Kristen Hayman- Flanagan's Merrill Lynch Experience January 2000 - January 2002
Job Relationship Manager
Industry Financial Services
Experience
Boston Business Improvement District January 2009 - Present
FIX Protocol July 2010 - March 2011
Morgan Stanley Smith Barney August 2008 - November 2009
BMO Capital Markets 2002 - 2008
Merrill Lynch January 2000 - January 2002
Bainco International Advisors January 1999 - January 2000
Deutsche Bank January 1998 - January 1999
Bear Stearns January 1997 - January 1998
Skills
Series 7, Event Planning, Asset Management, Asset Managment, Finance, Financial Services, Community Outreach
Education
University of Delaware 1990 — 1994
Bachelor of Arts, Political Science
Boston Business Improvement District January 2009 - Present
FIX Protocol July 2010 - March 2011
Morgan Stanley Smith Barney August 2008 - November 2009
BMO Capital Markets 2002 - 2008
Merrill Lynch January 2000 - January 2002
Bainco International Advisors January 1999 - January 2000
Deutsche Bank January 1998 - January 1999
Bear Stearns January 1997 - January 1998
Skills
Series 7, Event Planning, Asset Management, Asset Managment, Finance, Financial Services, Community Outreach
Education
University of Delaware 1990 — 1994
Bachelor of Arts, Political Science
Lindsay Scoville's Merrill Lynch Experience May 2003 - February 2004
Job Independent Stylist at Stella & Dot
Industry Apparel & Fashion
Experience
Stella & Dot January 2013 - March 2014
Conde Nast January 2008 - June 2012
Marcum & Kliegman LLP January 2007 - January 2008
Paul Scherer & Company July 2004 - January 2007
Merrill Lynch May 2003 - February 2004
Skills
SEC filings, Financial Reporting, Financial Analysis, Microsoft Excel, Auditing, Internal Controls, Microsoft Office, GAAP, Accounting, Sarbanes-Oxley Act, Financial Accounting, US GAAP
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
BS, Accounting
Stella & Dot January 2013 - March 2014
Conde Nast January 2008 - June 2012
Marcum & Kliegman LLP January 2007 - January 2008
Paul Scherer & Company July 2004 - January 2007
Merrill Lynch May 2003 - February 2004
Skills
SEC filings, Financial Reporting, Financial Analysis, Microsoft Excel, Auditing, Internal Controls, Microsoft Office, GAAP, Accounting, Sarbanes-Oxley Act, Financial Accounting, US GAAP
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
BS, Accounting
Laurie Hoban's Merrill Lynch Experience March 1999 - October 2012
Job Director of Finance at Brownstone Financial Services Group
Industry Accounting
Experience
Brownstone Financial Services Group November 2012 - Present
Merrill Lynch March 1999 - October 2012
Skills
Customer Service, Banking
Education
University of Delaware 1991 — 1995
BA, English (Technical Writing)
University of North Florida 1998 — 2001
Master, Business Administration
Brownstone Financial Services Group November 2012 - Present
Merrill Lynch March 1999 - October 2012
Skills
Customer Service, Banking
Education
University of Delaware 1991 — 1995
BA, English (Technical Writing)
University of North Florida 1998 — 2001
Master, Business Administration
Michael Adornetto's Merrill Lynch Experience February 2006 - May 2010
Job Fraud and Claims Executive at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Bank of America October 2011 - June 2014
Bank of America June 2010 - November 2011
Merrill Lynch February 2006 - May 2010
Skills
Equities, Portfolio Management, Banking, Series 7, Wealth Management, Risk Management, Fixed Income, Capital Markets, Financial Services, Investment Banking, Investments, Asset Managment
Education
University of Delaware 1982 — 1986
Bachelor of Arts (BA)
Bank of America July 2014 - Present
Bank of America October 2011 - June 2014
Bank of America June 2010 - November 2011
Merrill Lynch February 2006 - May 2010
Skills
Equities, Portfolio Management, Banking, Series 7, Wealth Management, Risk Management, Fixed Income, Capital Markets, Financial Services, Investment Banking, Investments, Asset Managment
Education
University of Delaware 1982 — 1986
Bachelor of Arts (BA)
Michael Emhardt's Merrill Lynch Experience January 2011 - Present
Job Sales Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
JPMorgan Chase December 2008 - January 2011
Skills
Financial Analysis, Series 7, Leadership, Mutual Funds, Finance
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Merrill Lynch January 2011 - Present
JPMorgan Chase December 2008 - January 2011
Skills
Financial Analysis, Series 7, Leadership, Mutual Funds, Finance
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Alison Labrum's Merrill Lynch Experience October 2001 - March 2005
Job REALTOR at The JR Phillips Group
Industry Real Estate
Experience
Labrum Household May 2011 - Present
Johnson & Johnson (OraPharma) January 2008 - May 2011
VOCO America March 2005 - January 2008
Merrill Lynch October 2001 - March 2005
Skills
Direct Sales, Customer Service, Sales Force Development, Strategic Planning, Strategic Financial..., Sales Operations, Account Management, Salesforce.com, Medical Devices, Pharmaceutical Sales, Sales Management, New Business Development, Team Building, Microsoft Office, Marketing Strategy, Marketing, Business Planning, Selling, Product Launch, Cross-functional Team..., Forecasting, Leadership, Sales
Education
University of Phoenix 2004 — 2006
MBA, Business Management
University of Denver 1997 — 2001
BSBA, Business
Labrum Household May 2011 - Present
Johnson & Johnson (OraPharma) January 2008 - May 2011
VOCO America March 2005 - January 2008
Merrill Lynch October 2001 - March 2005
Skills
Direct Sales, Customer Service, Sales Force Development, Strategic Planning, Strategic Financial..., Sales Operations, Account Management, Salesforce.com, Medical Devices, Pharmaceutical Sales, Sales Management, New Business Development, Team Building, Microsoft Office, Marketing Strategy, Marketing, Business Planning, Selling, Product Launch, Cross-functional Team..., Forecasting, Leadership, Sales
Education
University of Phoenix 2004 — 2006
MBA, Business Management
University of Denver 1997 — 2001
BSBA, Business
Dara Blake's Merrill Lynch Experience January 2001 - January 2002
Job Unit Controller at Sodexo
Industry Government Relations
Experience
Sodexo September 2014 - Present
Sodexo February 2013 - September 2014
City of Detroit January 2004 - February 2013
Merrill Lynch January 2001 - January 2002
Penske Logistics July 1999 - January 2001
Skills
Auditing, Internal Audit, Financial Reporting, Government, Policy, Internal Controls, Financial Accounting, GAAP, Risk Assessment, Financial Analysis, Enterprise Risk..., Account Reconciliation, Budgets, General Ledger, Spreadsheets, Managerial Finance, Analysis, Accounts Payable, Project Management, Management, Process Improvement, Finance, Forecasting, Strategic Planning, Team Building, Leadership
Education
Walsh College of Accountancy and Business Administration 2006 — 2010
Master of Science (MS), Finance and Financial Management Services
University of Detroit Mercy 1993 — 1999
Bachelor of Science (BS), Business Administration and Finance
Sodexo September 2014 - Present
Sodexo February 2013 - September 2014
City of Detroit January 2004 - February 2013
Merrill Lynch January 2001 - January 2002
Penske Logistics July 1999 - January 2001
Skills
Auditing, Internal Audit, Financial Reporting, Government, Policy, Internal Controls, Financial Accounting, GAAP, Risk Assessment, Financial Analysis, Enterprise Risk..., Account Reconciliation, Budgets, General Ledger, Spreadsheets, Managerial Finance, Analysis, Accounts Payable, Project Management, Management, Process Improvement, Finance, Forecasting, Strategic Planning, Team Building, Leadership
Education
Walsh College of Accountancy and Business Administration 2006 — 2010
Master of Science (MS), Finance and Financial Management Services
University of Detroit Mercy 1993 — 1999
Bachelor of Science (BS), Business Administration and Finance
Lindsey Cardwell's Merrill Lynch Experience May 2008 - August 2008
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting February 2012 - Present
Deloitte Consulting June 2011 - August 2011
University of Denver September 2010 - June 2011
The Trust for Public Land January 2010 - September 2010
Merrill Lynch May 2008 - August 2008
Education
University of Denver - Daniels College of Business 2010 — 2011
Masters, Accounting
University of Richmond 2005 — 2009
Bachelor of Science, Business Administration
Deloitte Consulting February 2012 - Present
Deloitte Consulting June 2011 - August 2011
University of Denver September 2010 - June 2011
The Trust for Public Land January 2010 - September 2010
Merrill Lynch May 2008 - August 2008
Education
University of Denver - Daniels College of Business 2010 — 2011
Masters, Accounting
University of Richmond 2005 — 2009
Bachelor of Science, Business Administration
Harry Pool's Merrill Lynch Experience November 1987 - June 1995
Job Agent at HALSTEAD PROPERTY
Industry Real Estate
Experience
HALSTEAD PROPERTY September 2013 - Present
Round Hill Partners September 2005 - September 2013
Lehman Brothers June 1995 - January 1998
Merrill Lynch November 1987 - June 1995
Salomon Brothers January 1985 - November 1987
Citibank June 1977 - June 1985
Skills
Buyer Representation, Condos, Single Family Homes, Waterfront, Sellers, Real Estate, Short Sales, First Time Home Buyers, Relocation, Sales, Investment Properties, Luxury, New Home Sales, Relocation Buyers, Selling, Residential Homes
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
MBA, Finance
University of Denver - Daniels College of Business 1970 — 1974
BSBA, Finance
HALSTEAD PROPERTY September 2013 - Present
Round Hill Partners September 2005 - September 2013
Lehman Brothers June 1995 - January 1998
Merrill Lynch November 1987 - June 1995
Salomon Brothers January 1985 - November 1987
Citibank June 1977 - June 1985
Skills
Buyer Representation, Condos, Single Family Homes, Waterfront, Sellers, Real Estate, Short Sales, First Time Home Buyers, Relocation, Sales, Investment Properties, Luxury, New Home Sales, Relocation Buyers, Selling, Residential Homes
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
MBA, Finance
University of Denver - Daniels College of Business 1970 — 1974
BSBA, Finance
Ajith Devan's Merrill Lynch Experience January 1996 - December 1998
Job Senior Programmer/Tech Lead
Industry Information Technology and Services
Experience
Collections Marketing Center (CMC) 2009 - Present
Bank of America, New York January 2009 - November 2009
Merrill Lynch/Bank of America 2005 - 2009
Advanced Testing Technologies Inc, New York September 2002 - December 2005
Integrated Computing Solutions New York May 2002 - August 2002
US Technology Resources LLC June 2000 - May 2002
UST Global 2000 - 2002
Merrill Lynch January 1996 - December 1998
Skills
SDLC, Agile Methodologies, SQL, Java Enterprise Edition, Web Services, Spring, Java, Databases, Hibernate, Project Management, Linux, MySQL, PL/SQL, MS Project, Software Development, Eclipse, XML, Oracle, SOA, Requirements Analysis, Software Project..., Requirements Gathering, User Acceptance Testing
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
MBA, Finance
University of Kerala 1996 — 2000
Bachelor of Technology, Electrical & Electronics Engineering
St. Thomas Central School 1991 — 1996
High School, Science
Collections Marketing Center (CMC) 2009 - Present
Bank of America, New York January 2009 - November 2009
Merrill Lynch/Bank of America 2005 - 2009
Advanced Testing Technologies Inc, New York September 2002 - December 2005
Integrated Computing Solutions New York May 2002 - August 2002
US Technology Resources LLC June 2000 - May 2002
UST Global 2000 - 2002
Merrill Lynch January 1996 - December 1998
Skills
SDLC, Agile Methodologies, SQL, Java Enterprise Edition, Web Services, Spring, Java, Databases, Hibernate, Project Management, Linux, MySQL, PL/SQL, MS Project, Software Development, Eclipse, XML, Oracle, SOA, Requirements Analysis, Software Project..., Requirements Gathering, User Acceptance Testing
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
MBA, Finance
University of Kerala 1996 — 2000
Bachelor of Technology, Electrical & Electronics Engineering
St. Thomas Central School 1991 — 1996
High School, Science
Grant Golin's Merrill Lynch Experience June 2008 - August 2008
Job CoFounder at GCAD Ventures, LLC
Industry Marketing and Advertising
Experience
CrossFit By The Sea April 2014 - Present
GCAD Ventures, LLC May 2013 - Present
Harding Loevner LP March 2013 - April 2014
Screen-Wear September 2011 - February 2013
JPMorgan Chase January 2010 - May 2012
Merrill Lynch June 2008 - August 2008
Skills
Fixed Income, Finance, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of arts, Finance and Economics
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of arts, Finance and Economics
Wall
CrossFit By The Sea April 2014 - Present
GCAD Ventures, LLC May 2013 - Present
Harding Loevner LP March 2013 - April 2014
Screen-Wear September 2011 - February 2013
JPMorgan Chase January 2010 - May 2012
Merrill Lynch June 2008 - August 2008
Skills
Fixed Income, Finance, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of arts, Finance and Economics
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of arts, Finance and Economics
Wall
Matt Blatz's Merrill Lynch Experience April 2013 - Present
Job Relationship Partner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch September 2007 - April 2013
Vanguard October 2006 - September 2007
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Fixed Income, Equities, Securities, Asset Allocation, Investments, FINRA, Derivatives, Portfolio Management, Financial Markets
Education
University of Delaware 2002 — 2006
Bachelor of Science - Finance, Finance, Economics
East Brunswick High School 1998 — 2002
General Studies w/ AP Credits, Biology, General
Merrill Lynch April 2013 - Present
Merrill Lynch September 2007 - April 2013
Vanguard October 2006 - September 2007
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Fixed Income, Equities, Securities, Asset Allocation, Investments, FINRA, Derivatives, Portfolio Management, Financial Markets
Education
University of Delaware 2002 — 2006
Bachelor of Science - Finance, Finance, Economics
East Brunswick High School 1998 — 2002
General Studies w/ AP Credits, Biology, General
Stephen Weiner's Merrill Lynch Experience June 1989 - June 2008
Job Owner, Selfemployed
Industry Financial Services
Experience
Self-employed June 2008 - Present
Merrill Lynch June 1989 - June 2008
Skills
Leadership Development, Executive Coaching, Coaching, Performance Management, Wealth Management, Talent Management, Series 7, Series 63, Personal Development, Leadership, Organizational..., Consulting, Change Management
Education
University of Denver 1976 — 1979
Psy.D, Clinical Child Psychology
Self-employed June 2008 - Present
Merrill Lynch June 1989 - June 2008
Skills
Leadership Development, Executive Coaching, Coaching, Performance Management, Wealth Management, Talent Management, Series 7, Series 63, Personal Development, Leadership, Organizational..., Consulting, Change Management
Education
University of Denver 1976 — 1979
Psy.D, Clinical Child Psychology
Glen Dittes's Merrill Lynch Experience August 2001 - October 2008
Job Senior Client Relationship Manager at Professional Capital Services
Industry Human Resources
Experience
Merrill Lynch August 2001 - October 2008
Prudential January 2000 - August 2001
Merrill Lynch May 1997 - January 2000
Skills
Customer Service, Management, Asset Allocation, Analysis, Microsoft Excel, CRM, Employee Benefits, Payroll, Account Management, Salesforce.com, Series 63, Process Improvement, Business Analysis, Benefits Administration, Outlook, System Administration, 401k, Retirement, Cross-functional Team..., Vendor Management, PowerPoint
Education
University of Denver
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; MANAGEMENT
Merrill Lynch August 2001 - October 2008
Prudential January 2000 - August 2001
Merrill Lynch May 1997 - January 2000
Skills
Customer Service, Management, Asset Allocation, Analysis, Microsoft Excel, CRM, Employee Benefits, Payroll, Account Management, Salesforce.com, Series 63, Process Improvement, Business Analysis, Benefits Administration, Outlook, System Administration, 401k, Retirement, Cross-functional Team..., Vendor Management, PowerPoint
Education
University of Denver
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION; MANAGEMENT
Christopher Turso's Merrill Lynch Experience June 2006 - February 2008
Job Assistant Vice President, Personal Lines Manager at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance May 2015 - Present
Chubb Insurance January 2014 - May 2015
Chubb Insurance September 2011 - January 2014
Chubb Insurance November 2009 - September 2011
Chubb Insurance February 2008 - November 2009
Merrill Lynch June 2006 - February 2008
Skills
Insurance, Risk Management, Brokers, Property, Leadership, Analysis, Financial Analysis, Sales, Finance, New Business Development, Marketing, Strategy, Investments, Liability, Portfolio Management, Reinsurance, Project Management, Financial Risk, Strategic Planning, Account Management, Business Intelligence, Forecasting, Management, Sales Operations, Underwriting
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science, Finance/Economics
Chubb Insurance May 2015 - Present
Chubb Insurance January 2014 - May 2015
Chubb Insurance September 2011 - January 2014
Chubb Insurance November 2009 - September 2011
Chubb Insurance February 2008 - November 2009
Merrill Lynch June 2006 - February 2008
Skills
Insurance, Risk Management, Brokers, Property, Leadership, Analysis, Financial Analysis, Sales, Finance, New Business Development, Marketing, Strategy, Investments, Liability, Portfolio Management, Reinsurance, Project Management, Financial Risk, Strategic Planning, Account Management, Business Intelligence, Forecasting, Management, Sales Operations, Underwriting
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science, Finance/Economics
David Mass's Merrill Lynch Experience June 2009 - August 2009
Job Tax Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services August 2014 - Present
Fidelity Investments March 2012 - August 2014
Quality EDGAR Solutions October 2011 - March 2012
Comfort Concepts January 2011 - October 2011
Merrill Lynch June 2009 - August 2009
G&L Partners December 2008 - February 2009
KRS Certified Public Accounts June 2007 - August 2007
Skills
Investments, Securities, Financial Analysis, Equities, Wealth Management, Management, Corporate Actions, Options, Tax, Finance, Valuation, Bloomberg, Mutual Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting and Finance
Dwight Englewood High School 2000 — 2006
Citco Fund Services August 2014 - Present
Fidelity Investments March 2012 - August 2014
Quality EDGAR Solutions October 2011 - March 2012
Comfort Concepts January 2011 - October 2011
Merrill Lynch June 2009 - August 2009
G&L Partners December 2008 - February 2009
KRS Certified Public Accounts June 2007 - August 2007
Skills
Investments, Securities, Financial Analysis, Equities, Wealth Management, Management, Corporate Actions, Options, Tax, Finance, Valuation, Bloomberg, Mutual Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting and Finance
Dwight Englewood High School 2000 — 2006
Jessie Petretti's Merrill Lynch Experience June 2011 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch, Bank of America December 2009 - Present
Skills
Series 7, Microsoft Office, Finance, Social Media, PowerPoint, Trading, Equities, Bloomberg Terminal, Microsoft Excel, Access, Portfolio Management, Asset Allocation, Financial Modeling, Fixed Income, Financial Analysis, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Operations Management and Marketing
Merrill Lynch June 2011 - Present
Merrill Lynch, Bank of America December 2009 - Present
Skills
Series 7, Microsoft Office, Finance, Social Media, PowerPoint, Trading, Equities, Bloomberg Terminal, Microsoft Excel, Access, Portfolio Management, Asset Allocation, Financial Modeling, Fixed Income, Financial Analysis, Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Operations Management and Marketing
Jerry Trybus's Merrill Lynch Experience June 2007 - June 2008
Job Business Operations Manager at Cisco
Industry Information Technology and Services
Experience
Cisco October 2014 - Present
Bardess Group August 2010 - September 2014
Chase Investment Services Corporation 2008 - 2010
Merrill Lynch June 2007 - June 2008
Morgan Stanley April 2005 - May 2007
Motorola March 1998 - September 2003
Education
University of Detroit Mercy
Bachelor of Science, Marketing
Cisco October 2014 - Present
Bardess Group August 2010 - September 2014
Chase Investment Services Corporation 2008 - 2010
Merrill Lynch June 2007 - June 2008
Morgan Stanley April 2005 - May 2007
Motorola March 1998 - September 2003
Education
University of Detroit Mercy
Bachelor of Science, Marketing
Kaz Nakamura's Merrill Lynch Experience May 2011 - July 2011
Job Student at Daniels College of Business
Industry Financial Services
Experience
Shangri-La Hotels and Resorts 2013 - 2013
Merrill Lynch May 2011 - July 2011
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Leadership
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Management and International Business
The College of William and Mary 2009 — 2014
Bachelor's Degree, Finance and Accounting
Shangri-La Hotels and Resorts 2013 - 2013
Merrill Lynch May 2011 - July 2011
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Leadership
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Management and International Business
The College of William and Mary 2009 — 2014
Bachelor's Degree, Finance and Accounting
Richard McAllaster's Merrill Lynch Experience May 1990 - May 1993
Job General Partner McAllaster Financial LP
Industry Financial Services
Experience
Mcallaster Financial LP March 1996 - Present
McAllaster Financial LP February 1996 - Present
McAllaster and Associates, Inc. May 1993 - June 2002
Merrill Lynch May 1990 - May 1993
Skills
Real Estate, Negotiation, Strategic Planning, Strategic Financial..., Insurance, Accounting, Financial Analysis, Business Planning, Fixed Annuities, Business Development, Finance, Management Consulting, Asset Management, Investments, Leadership, Small Business, Team Building, Portfolio Management, Management, Coaching, Sales, Banking, New Business Development, Loans, Business Strategy, Strategy, Marketing, Credit, Financial Planning, Customer Service, Mergers & Acquisitions, Training, Sales Management, Start-ups, Public Speaking, Lacrosse, Entrepreneurship, Property Management, Contract Negotiation, Microsoft Excel, Due Diligence, Budgets, Risk Management
Education
University of Delaware 1969 — 1973
Bachelor of Science, Business Administration and Management, General
Gouverneur High School 1966 — 1969
High School Diploma, College Prep
Mcallaster Financial LP March 1996 - Present
McAllaster Financial LP February 1996 - Present
McAllaster and Associates, Inc. May 1993 - June 2002
Merrill Lynch May 1990 - May 1993
Skills
Real Estate, Negotiation, Strategic Planning, Strategic Financial..., Insurance, Accounting, Financial Analysis, Business Planning, Fixed Annuities, Business Development, Finance, Management Consulting, Asset Management, Investments, Leadership, Small Business, Team Building, Portfolio Management, Management, Coaching, Sales, Banking, New Business Development, Loans, Business Strategy, Strategy, Marketing, Credit, Financial Planning, Customer Service, Mergers & Acquisitions, Training, Sales Management, Start-ups, Public Speaking, Lacrosse, Entrepreneurship, Property Management, Contract Negotiation, Microsoft Excel, Due Diligence, Budgets, Risk Management
Education
University of Delaware 1969 — 1973
Bachelor of Science, Business Administration and Management, General
Gouverneur High School 1966 — 1969
High School Diploma, College Prep
Ryan Reiter's Merrill Lynch Experience July 1997 - July 2001
Job Strategic Alliance Manager
Industry Financial Services
Experience
Financial Engines July 2012 - Present
Financial Engines August 2001 - June 2012
Merrill Lynch July 1997 - July 2001
Austin Lawler & Associates December 1996 - July 1997
Skills
Relationship Management, Financial Services, 401k, Mutual Funds, Product Management, Retirement Planning, Strategic Partnerships, Strategic Planning, Retirement, Strategy, Vendor Management
Education
University of Denver 1999 — 2001
Master of Business Administration (M.B.A.)
University of Iowa 1991 — 1995
Bachelor of Science (BS), Psychology
Financial Engines July 2012 - Present
Financial Engines August 2001 - June 2012
Merrill Lynch July 1997 - July 2001
Austin Lawler & Associates December 1996 - July 1997
Skills
Relationship Management, Financial Services, 401k, Mutual Funds, Product Management, Retirement Planning, Strategic Partnerships, Strategic Planning, Retirement, Strategy, Vendor Management
Education
University of Denver 1999 — 2001
Master of Business Administration (M.B.A.)
University of Iowa 1991 — 1995
Bachelor of Science (BS), Psychology
Adrian Pace's Merrill Lynch Experience 1993 - 1995
Job Founder, CEO Figo Brands Inc Forte Gelato
Industry Food & Beverages
Experience
Figo Brands Inc - Forte Gelato December 2010 - Present
Pace Capital Partners L.P. January 2003 - December 2007
AJ Pace & Co., Inc. 1995 - 2003
Merrill Lynch 1993 - 1995
Skills
Start-ups, Financial Analysis, Money Management, Sales, Sales Management, Frozen Dessert..., Food Innovation, Product Marketing, Entrepreneurship, New Business Development, Strategy, Marketing Strategy, Finance, Product Development, Social Media, Strategic Partnerships
Education
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BA Economics, Economics, Finance
Figo Brands Inc - Forte Gelato December 2010 - Present
Pace Capital Partners L.P. January 2003 - December 2007
AJ Pace & Co., Inc. 1995 - 2003
Merrill Lynch 1993 - 1995
Skills
Start-ups, Financial Analysis, Money Management, Sales, Sales Management, Frozen Dessert..., Food Innovation, Product Marketing, Entrepreneurship, New Business Development, Strategy, Marketing Strategy, Finance, Product Development, Social Media, Strategic Partnerships
Education
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BA Economics, Economics, Finance
Tim Gleason's Merrill Lynch Experience June 2012 - July 2013
Job Experienced financial services and investment professional
Industry Financial Services
Experience
Tucker Advisors July 2013 - Present
Merrill Lynch June 2012 - July 2013
Curian Capital, LLC February 2009 - November 2011
Smith Barney Consulting Group February 2004 - February 2009
Merrill Lynch November 1996 - February 2004
Various Companies September 1990 - September 1996
Skills
Portfolio Management
Education
University of Denver - Daniels College of Business 1986 — 1990
BSBA, Finance
Tucker Advisors July 2013 - Present
Merrill Lynch June 2012 - July 2013
Curian Capital, LLC February 2009 - November 2011
Smith Barney Consulting Group February 2004 - February 2009
Merrill Lynch November 1996 - February 2004
Various Companies September 1990 - September 1996
Skills
Portfolio Management
Education
University of Denver - Daniels College of Business 1986 — 1990
BSBA, Finance
Rebecca Bench, CFA's Merrill Lynch Experience May 2005 - August 2006
Job Sr. Consultant at Nationwide Financial, Investment Management Group
Industry Financial Services
Experience
Nationwide Financial August 2013 - Present
The Hartford December 2010 - August 2013
Morgan Stanley Smith Barney August 2006 - December 2010
Merrill Lynch May 2005 - August 2006
Education
University of Delaware 2000 — 2005
BS, Finance and Economics
Nationwide Financial August 2013 - Present
The Hartford December 2010 - August 2013
Morgan Stanley Smith Barney August 2006 - December 2010
Merrill Lynch May 2005 - August 2006
Education
University of Delaware 2000 — 2005
BS, Finance and Economics
Chris Wroblewski's Merrill Lynch Experience June 2013 - August 2013
Job Student at University of Detroit Mercy
Industry Financial Services
Experience
University of Detroit Mercy September 2009 - Present
Merrill Lynch June 2013 - August 2013
PKO BP June 2012 - August 2012
Comerica Bank June 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Education
University of Detroit Mercy 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Szkoła Główna Handlowa w Warszawie 2012 — 2012
International Business
Troy High School 2005 — 2009
University of Detroit Mercy September 2009 - Present
Merrill Lynch June 2013 - August 2013
PKO BP June 2012 - August 2012
Comerica Bank June 2011 - October 2011
Merrill Lynch June 2011 - August 2011
Education
University of Detroit Mercy 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Szkoła Główna Handlowa w Warszawie 2012 — 2012
International Business
Troy High School 2005 — 2009
Coleen Moses's Merrill Lynch Experience August 1993 - April 1995
Job Equities Trader Trinity Global Investments
Industry Financial Services
Experience
SEI November 2010 - March 2012
SEI January 2007 - November 2010
SEI November 2003 - December 2006
SEI June 2002 - November 2003
SEI February 1997 - May 2002
SEI April 1995 - February 1997
Merrill Lynch August 1993 - April 1995
Skills
FINRA Series 7 and 63, Investments, Retail, ETFs, Mutual Funds, Call Center, Retirement, Institutional, 401k, ERISA, Business Relationship..., Product Development, Product Management, Vendor Management, Vendor Relations, Team Management, Process Improvement, Process Engineering, Technology...
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Finance
SEI November 2010 - March 2012
SEI January 2007 - November 2010
SEI November 2003 - December 2006
SEI June 2002 - November 2003
SEI February 1997 - May 2002
SEI April 1995 - February 1997
Merrill Lynch August 1993 - April 1995
Skills
FINRA Series 7 and 63, Investments, Retail, ETFs, Mutual Funds, Call Center, Retirement, Institutional, 401k, ERISA, Business Relationship..., Product Development, Product Management, Vendor Management, Vendor Relations, Team Management, Process Improvement, Process Engineering, Technology...
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Finance
Peng Chen's Merrill Lynch Experience July 2010 - August 2010
Job Private Equity Intern at ChinaASEAN Capital
Industry Financial Services
Experience
China-ASEAN Investment Cooperation Fund June 2014 - August 2014
Kinetic Traction Systems, Inc. May 2014 - June 2014
University of Pennsylvania January 2014 - May 2014
Qihang January 2012 - December 2013
Standard Chartered Bank July 2013 - August 2013
Key Laboratory of Radiopharmaceuticals, Ministry of Education June 2012 - August 2012
Roland Berger Strategy Consultants June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
Skills
Financial Modeling, Market Research, Data Analysis, Economics, Management Consulting, Mandarin, Statistical Modeling, Corporate Finance, Financial Analysis, Quantitative Analytics, Microsoft Excel, Matlab, Business Strategy, Microsoft Office, PowerPoint, English, Process Engineering, Microsoft Word, Operations Management, Due Diligence, Bloomberg, Statistics, Research, Team Leadership, Social Media, Risk Management, Mass Spectrometry, TPD, Heterogeneous Catalysis, Chemical Engineering, Fluid Mechanics, Mass Transfer, Heat Transfer, Nonprofits, Entrepreneurship
Education
University of Pennsylvania 2013 — 2015
Master of Science (M.S.)
University of Delaware 2008 — 2013
Bachelor of Chemical Engineering
China-ASEAN Investment Cooperation Fund June 2014 - August 2014
Kinetic Traction Systems, Inc. May 2014 - June 2014
University of Pennsylvania January 2014 - May 2014
Qihang January 2012 - December 2013
Standard Chartered Bank July 2013 - August 2013
Key Laboratory of Radiopharmaceuticals, Ministry of Education June 2012 - August 2012
Roland Berger Strategy Consultants June 2011 - August 2011
Merrill Lynch July 2010 - August 2010
Skills
Financial Modeling, Market Research, Data Analysis, Economics, Management Consulting, Mandarin, Statistical Modeling, Corporate Finance, Financial Analysis, Quantitative Analytics, Microsoft Excel, Matlab, Business Strategy, Microsoft Office, PowerPoint, English, Process Engineering, Microsoft Word, Operations Management, Due Diligence, Bloomberg, Statistics, Research, Team Leadership, Social Media, Risk Management, Mass Spectrometry, TPD, Heterogeneous Catalysis, Chemical Engineering, Fluid Mechanics, Mass Transfer, Heat Transfer, Nonprofits, Entrepreneurship
Education
University of Pennsylvania 2013 — 2015
Master of Science (M.S.)
University of Delaware 2008 — 2013
Bachelor of Chemical Engineering
Julia Jarvis's Merrill Lynch Experience June 2010 - August 2010
Job Associate at PwC
Industry Accounting
Experience
PwC August 2014 - Present
PwC June 2013 - August 2013
Nordstrom June 2012 - August 2012
UTC Fire & Security September 2011 - December 2011
344/Mix & Co November 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Accountancy, Accounting
University of Denver 2009 — 2013
Bachelors of Accountancy, Accounting
Vrije Universiteit Brussel 2011 — 2011
PwC August 2014 - Present
PwC June 2013 - August 2013
Nordstrom June 2012 - August 2012
UTC Fire & Security September 2011 - December 2011
344/Mix & Co November 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Accountancy, Accounting
University of Denver 2009 — 2013
Bachelors of Accountancy, Accounting
Vrije Universiteit Brussel 2011 — 2011
Valcich David's Merrill Lynch Experience 2002 - 2005
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2013 - Present
Allstate 2008 - Present
State Farm Insurance 2006 - 2008
Merrill Lynch 2002 - 2005
Education
University of Delaware 1986 — 1990
Bachelor of Arts (B.A.), Economics
Northwestern Mutual July 2013 - Present
Allstate 2008 - Present
State Farm Insurance 2006 - 2008
Merrill Lynch 2002 - 2005
Education
University of Delaware 1986 — 1990
Bachelor of Arts (B.A.), Economics
Nancy Carlin Scholz's Merrill Lynch Experience 2001 - 2009
Job Director, Transformation at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2013 - Present
The Surrogacy Experience August 2010 - July 2013
Merrill Lynch 2001 - 2009
Skills
Strategic Planning, Strategy, Forecasting, Financial Modeling, Banking, Business Strategy, Business Analysis, Financial Analysis, Financial Services, Equities, Project Management
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BS, Business Administration
E*TRADE Financial Corporation August 2013 - Present
The Surrogacy Experience August 2010 - July 2013
Merrill Lynch 2001 - 2009
Skills
Strategic Planning, Strategy, Forecasting, Financial Modeling, Banking, Business Strategy, Business Analysis, Financial Analysis, Financial Services, Equities, Project Management
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BS, Business Administration
Hunter Rich's Merrill Lynch Experience May 2015 - Present
Job Merrill Lynch Client Associate
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Skills
Financial Analysis, Investments, Finance, Leadership, Financial Modeling, Portfolio Management, Microsoft Office, Marketing, Sales, Research
Education
University of Denver
Bachelor of Arts (B.A.), Economics
Merrill Lynch May 2015 - Present
Skills
Financial Analysis, Investments, Finance, Leadership, Financial Modeling, Portfolio Management, Microsoft Office, Marketing, Sales, Research
Education
University of Denver
Bachelor of Arts (B.A.), Economics
Jamie L. Damato's Merrill Lynch Experience June 2003 - August 2003
Job Marketing Associate Institutional & Retail Channels at Hartford Investment Management Co. (HIMCO)
Industry Investment Management
Experience
Michael's Staffing Service December 2013 - November 2014
Prime Advisors, Inc. December 2012 - December 2013
Michael's Staffing Service June 2008 - December 2012
Sodexo October 2009 - December 2011
Texas Roadhouse June 2004 - May 2008
Merrill Lynch June 2003 - August 2003
Skills
Marketing Communications, RFP Generation, Marketing, B2B Marketing, Spanish, Marketing Research, Organizational..., Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Events Coordination, Marketing Strategy, Market Research, Internal Communications, Direct Marketing, Brand Awareness, Teamwork, Research, Proposal Writing, Trade Shows, Time Management, Email Marketing
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science in Business Administration (BSBA), Majors: Finance and Marketing
Michael's Staffing Service December 2013 - November 2014
Prime Advisors, Inc. December 2012 - December 2013
Michael's Staffing Service June 2008 - December 2012
Sodexo October 2009 - December 2011
Texas Roadhouse June 2004 - May 2008
Merrill Lynch June 2003 - August 2003
Skills
Marketing Communications, RFP Generation, Marketing, B2B Marketing, Spanish, Marketing Research, Organizational..., Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Events Coordination, Marketing Strategy, Market Research, Internal Communications, Direct Marketing, Brand Awareness, Teamwork, Research, Proposal Writing, Trade Shows, Time Management, Email Marketing
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science in Business Administration (BSBA), Majors: Finance and Marketing
Shaun Flegal's Merrill Lynch Experience June 2012 - April 2014
Job Annuity Specialist at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Merrill Lynch June 2012 - April 2014
Great-West Financial June 2011 - May 2012
Skills
Employee Benefits, Retirement, 401k, Management, Customer Service, Microsoft Excel, Account Management, Microsoft Word, Microsoft Office
Education
University of Delaware 2007 — 2011
Bachelor of Science (BS), Kinesiology and Physiology
Vanguard April 2014 - Present
Merrill Lynch June 2012 - April 2014
Great-West Financial June 2011 - May 2012
Skills
Employee Benefits, Retirement, 401k, Management, Customer Service, Microsoft Excel, Account Management, Microsoft Word, Microsoft Office
Education
University of Delaware 2007 — 2011
Bachelor of Science (BS), Kinesiology and Physiology
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank