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
Jacky Petit-Homme Jacky Petit-Homme's Merrill Lynch Experience August 2015 - Present
Job .
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Wells Fargo December 2014 - August 2015
iCan Benefit Group December 2013 - December 2014
Primerica/PFS Investments October 2012 - December 2014
CustomPlay LLC May 2010 - March 2013
Teleperformance August 2009 - May 2010
The Miami Herald Media Company January 2009 - July 2009
Skills
Life Insurance, Leadership, Financial Services, Fixed Annuities, Variable Annuities, Indexed Annuities, Series 6, Mutual Funds, Investments, Retirement, College Savings Plans, IRAs
Education
University of Florida 2005 — 2008
Bachelors in Telecommunications, Broadcast Journalism, 3.8 GPA
Merrill Lynch August 2015 - Present
Wells Fargo December 2014 - August 2015
iCan Benefit Group December 2013 - December 2014
Primerica/PFS Investments October 2012 - December 2014
CustomPlay LLC May 2010 - March 2013
Teleperformance August 2009 - May 2010
The Miami Herald Media Company January 2009 - July 2009
Skills
Life Insurance, Leadership, Financial Services, Fixed Annuities, Variable Annuities, Indexed Annuities, Series 6, Mutual Funds, Investments, Retirement, College Savings Plans, IRAs
Education
University of Florida 2005 — 2008
Bachelors in Telecommunications, Broadcast Journalism, 3.8 GPA
Jennifer (Jennifer Gursoy) Dombkowski Jennifer (Jennifer Gursoy) Dombkowski's Merrill Lynch Experience April 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Risk Advisors of America August 2013 - January 2015
Iowa PGA Section June 2011 - July 2013
One Greek Store June 2010 - June 2011
Gainesville Sports Commission January 2011 - April 2011
RecSports August 2010 - December 2010
Skills
Social Media, Event Management, Event Planning, InDesign, Customer Service, Facebook, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Golf, Management, Sponsorship, Social Media Marketing, Sports, Marketing
Education
University of Florida 2007 — 2011
Bachelor of Science, Sport Management
Merrill Lynch April 2015 - Present
Risk Advisors of America August 2013 - January 2015
Iowa PGA Section June 2011 - July 2013
One Greek Store June 2010 - June 2011
Gainesville Sports Commission January 2011 - April 2011
RecSports August 2010 - December 2010
Skills
Social Media, Event Management, Event Planning, InDesign, Customer Service, Facebook, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Golf, Management, Sponsorship, Social Media Marketing, Sports, Marketing
Education
University of Florida 2007 — 2011
Bachelor of Science, Sport Management
Kenneth Mazza Kenneth Mazza's Merrill Lynch Experience 2014 - 2014
Job Student at University of Florida
Industry Financial Services
Experience
Merrill Lynch 2014 - 2014
Skills
Microsoft Word, Stock Trading, PowerPoint, Sales, Microsoft Excel, Financial Analysis, Strategic Planning
Education
University of Florida 2011 — 2015
Bachelor of Arts (B.A.), Economics
Merrill Lynch 2014 - 2014
Skills
Microsoft Word, Stock Trading, PowerPoint, Sales, Microsoft Excel, Financial Analysis, Strategic Planning
Education
University of Florida 2011 — 2015
Bachelor of Arts (B.A.), Economics
Esten Hartman Esten Hartman's Merrill Lynch Experience May 2010 - January 2012
Job Terminal Manager at CSX Intermodal Terminals, Inc.
Industry Transportation/Trucking/Railroad
Experience
CSX Intermodal Terminals, Inc. December 2014 - Present
CSX Intermodal Terminals, Inc. March 2013 - December 2014
CSX Intermodal Terminals, Inc. July 2012 - March 2013
CSX Intermodal Terminals, Inc. January 2012 - July 2012
Merrill Lynch May 2010 - January 2012
To Write Love On Her Arms, Inc March 2009 - July 2009
Skills
Transportation, Microsoft Office, Logistics, Microsoft Excel, Operations Management, Project Management, Transportation..., Lifting Operations, Container Terminals, Freight Transportation, Process Improvement, PowerPoint, Supply Chain Management, Management, Container, Inventory Management, Logistics Management
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance
CSX Intermodal Terminals, Inc. December 2014 - Present
CSX Intermodal Terminals, Inc. March 2013 - December 2014
CSX Intermodal Terminals, Inc. July 2012 - March 2013
CSX Intermodal Terminals, Inc. January 2012 - July 2012
Merrill Lynch May 2010 - January 2012
To Write Love On Her Arms, Inc March 2009 - July 2009
Skills
Transportation, Microsoft Office, Logistics, Microsoft Excel, Operations Management, Project Management, Transportation..., Lifting Operations, Container Terminals, Freight Transportation, Process Improvement, PowerPoint, Supply Chain Management, Management, Container, Inventory Management, Logistics Management
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance
Michelle Cone Michelle Cone's Merrill Lynch Experience July 2003 - December 2005
Job Attorney at Shuffield, Lowman & Wilson, P.A.
Industry Law Practice
Experience
Shuffield, Lowman & Wilson, P.A. August 2008 - Present
Merrill Lynch July 2003 - December 2005
Skills
Legal Writing, Legal Research, Estate Planning, Probate Administration, Personal Trust..., Fixed Annuities, Special Needs Trusts, Variable Annuities, Gift Tax, Estate Tax Planning
Education
University of Florida 2006 — 2008
Doctor of Law (J.D.)
Western Kentucky University 1999 — 2003
Bachelor of Science (B.S.), Business/Managerial Economics
Muhlenberg South High School
Shuffield, Lowman & Wilson, P.A. August 2008 - Present
Merrill Lynch July 2003 - December 2005
Skills
Legal Writing, Legal Research, Estate Planning, Probate Administration, Personal Trust..., Fixed Annuities, Special Needs Trusts, Variable Annuities, Gift Tax, Estate Tax Planning
Education
University of Florida 2006 — 2008
Doctor of Law (J.D.)
Western Kentucky University 1999 — 2003
Bachelor of Science (B.S.), Business/Managerial Economics
Muhlenberg South High School
Nathan Shawbitz Nathan Shawbitz's Merrill Lynch Experience February 2011 - March 2012
Job Seeking new employment
Industry Human Resources
Experience
Where Are You Going, Where Have You Been, Inc. November 2012 - Present
Absolute Consulting, Inc. April 2012 - December 2012
Merrill Lynch February 2011 - March 2012
Eglin Air Force Base May 2005 - August 2005
Skills
Energy, Microsoft Office, Microsoft Excel, Recruiting, Technical Recruiting, Nuclear, Contract Management, Supervisory Skills, Power Generation, Internet Recruiting, Singing, Business Development, Management
Education
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), General Business Administration
Fort Walton Beach High School
Where Are You Going, Where Have You Been, Inc. November 2012 - Present
Absolute Consulting, Inc. April 2012 - December 2012
Merrill Lynch February 2011 - March 2012
Eglin Air Force Base May 2005 - August 2005
Skills
Energy, Microsoft Office, Microsoft Excel, Recruiting, Technical Recruiting, Nuclear, Contract Management, Supervisory Skills, Power Generation, Internet Recruiting, Singing, Business Development, Management
Education
University of Florida 2006 — 2010
Bachelor of Arts (B.A.), General Business Administration
Fort Walton Beach High School
Fernando Moreno, CPA Fernando Moreno, CPA's Merrill Lynch Experience June 2007 - August 2007
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte July 2015 - Present
Deloitte August 2013 - July 2015
Ernst & Young July 2011 - August 2013
Ernst & Young June 2009 - August 2010
Merrill Lynch June 2007 - August 2007
Skills
Internal Controls, Financial Accounting, US GAAP, Accounting, Tax Preparation, Partnership Taxation, Financial Services, International Tax, Tax Research, Tax Accounting, CPA, Sarbanes-Oxley Act, GAAP, Auditing, Financial Analysis, Financial Reporting, Asset Management, Private Equity
Education
University of Florida 2009 — 2011
Macc, Accounting
University of Florida 2006 — 2009
Bachelor of Science, Accounting
Belen Jesuit Prep.
Deloitte July 2015 - Present
Deloitte August 2013 - July 2015
Ernst & Young July 2011 - August 2013
Ernst & Young June 2009 - August 2010
Merrill Lynch June 2007 - August 2007
Skills
Internal Controls, Financial Accounting, US GAAP, Accounting, Tax Preparation, Partnership Taxation, Financial Services, International Tax, Tax Research, Tax Accounting, CPA, Sarbanes-Oxley Act, GAAP, Auditing, Financial Analysis, Financial Reporting, Asset Management, Private Equity
Education
University of Florida 2009 — 2011
Macc, Accounting
University of Florida 2006 — 2009
Bachelor of Science, Accounting
Belen Jesuit Prep.
Jonathan Lenner Jonathan Lenner's Merrill Lynch Experience January 2009 - April 2009
Job Federal Tax Associate at KPMG
Industry Accounting
Experience
KPMG October 2011 - Present
KPMG May 2010 - August 2010
Merrill Lynch January 2009 - April 2009
Skills
Tax, CPA, Accounting, Financial Analysis, International Tax, Corporate Tax
Education
University of Florida 2010 — 2011
Masters, Accounting
University of Florida 2006 — 2010
Bachelors, Accounting
KPMG October 2011 - Present
KPMG May 2010 - August 2010
Merrill Lynch January 2009 - April 2009
Skills
Tax, CPA, Accounting, Financial Analysis, International Tax, Corporate Tax
Education
University of Florida 2010 — 2011
Masters, Accounting
University of Florida 2006 — 2010
Bachelors, Accounting
Stirling Spencer Stirling Spencer's Merrill Lynch Experience August 1998 - February 2002
Job Investor
Industry Investment Management
Experience
Bar W Fitness Inc. October 2006 - December 2012
Balser Companies February 2002 - January 2006
Merrill Lynch August 1998 - February 2002
Education
University of Florida 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Bar W Fitness Inc. October 2006 - December 2012
Balser Companies February 2002 - January 2006
Merrill Lynch August 1998 - February 2002
Education
University of Florida 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Anita Moore's Merrill Lynch Experience January 2003 - September 2004
Job Director, Americas Head of Event Management at BlackRock
Industry Financial Services
Experience
BlackRock September 2004 - Present
Merrill Lynch January 2003 - September 2004
Urban Land Institute September 2000 - December 2002
Skills
Strategic Planning, Project Management, Marketing Communications, Financial Analysis, Marketing Strategy, Budgets, Marketing, Microsoft Excel, Event Planning, Business Strategy, Event Management, Leadership, Strategy, Program Management
Education
University of Florida
BlackRock September 2004 - Present
Merrill Lynch January 2003 - September 2004
Urban Land Institute September 2000 - December 2002
Skills
Strategic Planning, Project Management, Marketing Communications, Financial Analysis, Marketing Strategy, Budgets, Marketing, Microsoft Excel, Event Planning, Business Strategy, Event Management, Leadership, Strategy, Program Management
Education
University of Florida
Henry Ellis's Merrill Lynch Experience May 1982 - Present
Job Financial Advisor Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1982 - Present
Bear Stearns May 1980 - May 1982
Skills
Wealth Management, Series 7, Investments, Portfolio Management, Retirement Planning, Mutual Funds, Equities, Strategic Financial..., Banking, Financial Analysis, Fixed Income, Financial Modeling, Financial Planning
Education
University of Florida 1966 — 1970
Bachelor's degree, Advertising marketing
Merrill Lynch May 1982 - Present
Bear Stearns May 1980 - May 1982
Skills
Wealth Management, Series 7, Investments, Portfolio Management, Retirement Planning, Mutual Funds, Equities, Strategic Financial..., Banking, Financial Analysis, Fixed Income, Financial Modeling, Financial Planning
Education
University of Florida 1966 — 1970
Bachelor's degree, Advertising marketing
Alex Harper's Merrill Lynch Experience May 2011 - January 2013
Job Regional Marketing Associate at Fred Alger
Industry Financial Services
Experience
Fred Alger Management, Inc. March 2015 - Present
Fidelity Investments January 2013 - March 2015
Merrill Lynch May 2011 - January 2013
Newbridge Securities June 2010 - May 2011
Gator Student Investment Fund January 2010 - June 2010
Dave Aronberg for Attorney General November 2009 - June 2010
SGP Music & Entertainment August 2009 - May 2010
The Shpiel (Independent Paper) January 2007 - May 2010
ACCENT Student Speaker's Bureau August 2009 - December 2009
Skills
Social Media, Public Relations, Press Releases, Marketing, Facebook, Blogging, Investments, Portfolio Management, Newsletters, Public Speaking, Options, Politics, Series 7, Microsoft Office, Sales, Due Diligence, Social Media Marketing, Marketing Strategy, Financial Advisory, Microsoft Word
Education
University of Florida 2006 — 2010
Bachelor of Science, Public Relations, Concentration in Political Science
Fred Alger Management, Inc. March 2015 - Present
Fidelity Investments January 2013 - March 2015
Merrill Lynch May 2011 - January 2013
Newbridge Securities June 2010 - May 2011
Gator Student Investment Fund January 2010 - June 2010
Dave Aronberg for Attorney General November 2009 - June 2010
SGP Music & Entertainment August 2009 - May 2010
The Shpiel (Independent Paper) January 2007 - May 2010
ACCENT Student Speaker's Bureau August 2009 - December 2009
Skills
Social Media, Public Relations, Press Releases, Marketing, Facebook, Blogging, Investments, Portfolio Management, Newsletters, Public Speaking, Options, Politics, Series 7, Microsoft Office, Sales, Due Diligence, Social Media Marketing, Marketing Strategy, Financial Advisory, Microsoft Word
Education
University of Florida 2006 — 2010
Bachelor of Science, Public Relations, Concentration in Political Science
Suyain George Suyain George's Merrill Lynch Experience 1995 - 1999
Job Managing Partner of George & Associates.
Industry Banking
Experience
Lowell International Realty LLC. January 2012 - Present
George & Associates April 2006 - Present
BrookStreet Securities 2005 - 2006
Gibraltar Private Bank & Trust September 2003 - 2005
Wells Fargo 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
PowerPoint, Mortgage Lending, Research, Banking, Investment Properties, Wealth Management, Loans, Short Sales, New Business Development, Due Diligence, Strategic Planning, Real Estate, Investments, Microsoft Office, Team Building, Financial Analysis, Social Media, Negotiation, Sales, Customer Service, Loan Origination, Marketing, REO, Sales Management, Business Planning, Portfolio Management, Management
Education
University of Florida 1985 — 1989
BS, Public Relations, Advertising, and Applied Communication
Gullivar Academy & Palmer 1972 — 1984
Advertising
Lowell International Realty LLC. January 2012 - Present
George & Associates April 2006 - Present
BrookStreet Securities 2005 - 2006
Gibraltar Private Bank & Trust September 2003 - 2005
Wells Fargo 1999 - 2003
Merrill Lynch 1995 - 1999
Skills
PowerPoint, Mortgage Lending, Research, Banking, Investment Properties, Wealth Management, Loans, Short Sales, New Business Development, Due Diligence, Strategic Planning, Real Estate, Investments, Microsoft Office, Team Building, Financial Analysis, Social Media, Negotiation, Sales, Customer Service, Loan Origination, Marketing, REO, Sales Management, Business Planning, Portfolio Management, Management
Education
University of Florida 1985 — 1989
BS, Public Relations, Advertising, and Applied Communication
Gullivar Academy & Palmer 1972 — 1984
Advertising
George Morrison George Morrison's Merrill Lynch Experience July 1995 - June 2001
Job Associate General Counsel and Director at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Bank of America January 2009 - December 2012
Merrill Lynch Credit Corporation July 2001 - December 2008
Merrill Lynch July 1995 - June 2001
Martin, Ade, Birchfield & Mickler, P.A. March 1988 - June 1995
Carlton Fields, P.A. January 1987 - February 1988
Kent, Watts & Durden September 1986 - December 1986
Asbell, Hains, Doyle & Pickworth, P.A. May 1985 - August 1985
Skills
Loans, Mergers & Acquisitions, Mortgage Lending, Corporate Law, Financial Services, Banking, Securities, Corporate Governance, Real Estate, Risk Management, Finance, Mortgage Servicing, Consumer Lending, FINRA, Securities Regulation, Financial Regulation, Bankruptcy, Licensing, Securitization, Litigation, Due Diligence, Credit, AML, Underwriting, Structured Finance, Mergers, Executive Management, USA PATRIOT Act, Dodd-Frank, Joint Ventures, Legal Compliance, Capital Markets, Privacy Law
Education
University of Florida 1983 — 1986
Juris Doctor, Law
University of Florida 1979 — 1982
BS, Accounting
Bank of America May 2013 - Present
Bank of America January 2009 - December 2012
Merrill Lynch Credit Corporation July 2001 - December 2008
Merrill Lynch July 1995 - June 2001
Martin, Ade, Birchfield & Mickler, P.A. March 1988 - June 1995
Carlton Fields, P.A. January 1987 - February 1988
Kent, Watts & Durden September 1986 - December 1986
Asbell, Hains, Doyle & Pickworth, P.A. May 1985 - August 1985
Skills
Loans, Mergers & Acquisitions, Mortgage Lending, Corporate Law, Financial Services, Banking, Securities, Corporate Governance, Real Estate, Risk Management, Finance, Mortgage Servicing, Consumer Lending, FINRA, Securities Regulation, Financial Regulation, Bankruptcy, Licensing, Securitization, Litigation, Due Diligence, Credit, AML, Underwriting, Structured Finance, Mergers, Executive Management, USA PATRIOT Act, Dodd-Frank, Joint Ventures, Legal Compliance, Capital Markets, Privacy Law
Education
University of Florida 1983 — 1986
Juris Doctor, Law
University of Florida 1979 — 1982
BS, Accounting
Ines Rodriguez's Merrill Lynch Experience February 2008 - October 2009
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch February 2008 - October 2009
Merrill Lynch August 2006 - January 2008
Merrill Lynch May 2005 - July 2006
Skills
Series 7, Series 63, Series 4, Series 24, FINRA, Fixed Income, Wealth Management, Capital Markets, Equities, Loan Origination, Alternative Investments, Bonds, Securities, Bloomberg, Investments, Finance
Education
University of Florida 1997 — 2000
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch November 2009 - Present
Merrill Lynch February 2008 - October 2009
Merrill Lynch August 2006 - January 2008
Merrill Lynch May 2005 - July 2006
Skills
Series 7, Series 63, Series 4, Series 24, FINRA, Fixed Income, Wealth Management, Capital Markets, Equities, Loan Origination, Alternative Investments, Bonds, Securities, Bloomberg, Investments, Finance
Education
University of Florida 1997 — 2000
Bachelor of Science (B.S.), Finance
Christopher Muzii Christopher Muzii's Merrill Lynch Experience June 2008 - August 2008
Job Associate at Kayne Anderson Real Estate Advisors
Industry Real Estate
Experience
Kayne Anderson Real Estate Advisors December 2013 - Present
Duncan Hillsley Capital May 2011 - December 2013
Merrill Lynch June 2008 - August 2008
Cross Keys Capital, LLC June 2007 - August 2007
Skills
Valuation, Marketing, Financial Analysis, Financial Modeling, Social Media Marketing, Due Diligence, Corporate Finance, Business Strategy, Investments, Budgets
Education
University of Florida 2010 — 2011
Masters of Arts, International Business
University of Florida - Warrington College Of Business 2006 — 2010
Finance
Kayne Anderson Real Estate Advisors December 2013 - Present
Duncan Hillsley Capital May 2011 - December 2013
Merrill Lynch June 2008 - August 2008
Cross Keys Capital, LLC June 2007 - August 2007
Skills
Valuation, Marketing, Financial Analysis, Financial Modeling, Social Media Marketing, Due Diligence, Corporate Finance, Business Strategy, Investments, Budgets
Education
University of Florida 2010 — 2011
Masters of Arts, International Business
University of Florida - Warrington College Of Business 2006 — 2010
Finance
Jenn (Brigman) Stolder Jenn (Brigman) Stolder's Merrill Lynch Experience 1996 - 2002
Job at
Industry Graphic Design
Experience
Florida Blue March 2013 - Present
Bfly Design, LLC April 2007 - Present
Florida Blue April 2012 - March 2013
The Florida Times Union February 2012 - April 2012
Stockton Attorney Services 2010 - 2011
R3Global June 2009 - May 2010
Benner China March 2008 - January 2009
The Blood Alliance October 2003 - April 2007
Longhorn Steakhouse 2003 - 2006
Merrill Lynch 1996 - 2002
Skills
Graphic Design, Adobe Creative Suite, Web Design, Logo Design, Print Collateral Design, Copy Editing, Copywriting, Newsletters, Email Marketing, Magazine Design, Graphics, Ebooks, ibook Author, Keynote, 508 Compliance, Customer Service, QuarkXPress, Microsoft Office, Office Management, Marketing Communications, Vendor Relationships, Vendor Management, Marketing, Adobe Acrobat
Education
University of North Florida
BA, English / Graphic Design
University of Florida 1995 — 1998
English / Architecture
Florida Blue March 2013 - Present
Bfly Design, LLC April 2007 - Present
Florida Blue April 2012 - March 2013
The Florida Times Union February 2012 - April 2012
Stockton Attorney Services 2010 - 2011
R3Global June 2009 - May 2010
Benner China March 2008 - January 2009
The Blood Alliance October 2003 - April 2007
Longhorn Steakhouse 2003 - 2006
Merrill Lynch 1996 - 2002
Skills
Graphic Design, Adobe Creative Suite, Web Design, Logo Design, Print Collateral Design, Copy Editing, Copywriting, Newsletters, Email Marketing, Magazine Design, Graphics, Ebooks, ibook Author, Keynote, 508 Compliance, Customer Service, QuarkXPress, Microsoft Office, Office Management, Marketing Communications, Vendor Relationships, Vendor Management, Marketing, Adobe Acrobat
Education
University of North Florida
BA, English / Graphic Design
University of Florida 1995 — 1998
English / Architecture
Rebecca Winters Buskirk Rebecca Winters Buskirk's Merrill Lynch Experience 2002 - 2003
Job Financial Advisor at Raymond James Financial Services Inc, Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC January 2006 - Present
Heritage Family of Funds 2004 - 2006
Merrill Lynch 2002 - 2003
Skills
Series 7, Strategic Financial..., Education Funding, Fixed Income, Options, Financial Modeling, Socially Responsible..., Retirement Planning, Life Insurance
Education
University of Florida 1999 — 2002
Bachelor of Science (B.S.), Finance, General
Raymond James Financial Services Inc., Member FINRA/SIPC January 2006 - Present
Heritage Family of Funds 2004 - 2006
Merrill Lynch 2002 - 2003
Skills
Series 7, Strategic Financial..., Education Funding, Fixed Income, Options, Financial Modeling, Socially Responsible..., Retirement Planning, Life Insurance
Education
University of Florida 1999 — 2002
Bachelor of Science (B.S.), Finance, General
Jeffrey Steinberg Jeffrey Steinberg's Merrill Lynch Experience January 2006 - January 2010
Job Learning & Development Facilitator
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo October 2010 - October 2014
Merrill Lynch January 2006 - January 2010
Skills
Credit, Wealth Management, Sales, Loans, Customer Service, Investments, Management, Sales Management, Training, Coaching, Retirement Planning, Leadership, Finance, Banking, Team Building, Portfolio Management, Financial Planning, Financial Services, Microsoft Office, Relationship Management, Marketing
Education
University of Florida 2001 — 2005
Economics, Economics
Wells Fargo October 2014 - Present
Wells Fargo October 2010 - October 2014
Merrill Lynch January 2006 - January 2010
Skills
Credit, Wealth Management, Sales, Loans, Customer Service, Investments, Management, Sales Management, Training, Coaching, Retirement Planning, Leadership, Finance, Banking, Team Building, Portfolio Management, Financial Planning, Financial Services, Microsoft Office, Relationship Management, Marketing
Education
University of Florida 2001 — 2005
Economics, Economics
Stephen Christopher's Merrill Lynch Experience 2001 - 2003
Job Marketing Technologies Expert | Professional Speaker
Industry Marketing and Advertising
Experience
Seequs Marketing Technologies March 2014 - Present
Senroc Technologies January 2014 - Present
Burg Simpson Eldredge Hersh & Jardine, P.C. May 2009 - Present
Seogon Technologies April 2009 - March 2014
Rein USA - Real Estate Investors Network October 2004 - October 2013
DataTech Labs July 2008 - September 2009
Bellows International June 2003 - July 2004
Merrill Lynch 2001 - 2003
Skills
SEO, Social Media Marketing, Marketing, Online Marketing, Sales, SEM, Business Development, Marketing Strategy, PPC, Social Media, Contract Negotiation, Public Speaking, Real Estate, Entrepreneurship, Web Marketing, Account Management, Online Advertising, Web Design, B2B, Market Research, Email Marketing, Advertising, Marketing Communications, Start-ups, Sales Management, Small Business, New Business Development, Strategic Partnerships, Mobile Marketing, Customer Service, Lead Generation, Social Networking, E-commerce, Selling, Website Development, Digital Marketing, Google Adwords, search engine..., professional seo, Investment Properties, Business Planning, Brand Development, Google Analytics, Web Analytics
Education
University of Florida 1998 — 2002
Bachelor of Sceince, Finance
University of Florida - Warrington College Of Business 1998 — 2002
Bachelors, Finance, Computer Science
Seequs Marketing Technologies March 2014 - Present
Senroc Technologies January 2014 - Present
Burg Simpson Eldredge Hersh & Jardine, P.C. May 2009 - Present
Seogon Technologies April 2009 - March 2014
Rein USA - Real Estate Investors Network October 2004 - October 2013
DataTech Labs July 2008 - September 2009
Bellows International June 2003 - July 2004
Merrill Lynch 2001 - 2003
Skills
SEO, Social Media Marketing, Marketing, Online Marketing, Sales, SEM, Business Development, Marketing Strategy, PPC, Social Media, Contract Negotiation, Public Speaking, Real Estate, Entrepreneurship, Web Marketing, Account Management, Online Advertising, Web Design, B2B, Market Research, Email Marketing, Advertising, Marketing Communications, Start-ups, Sales Management, Small Business, New Business Development, Strategic Partnerships, Mobile Marketing, Customer Service, Lead Generation, Social Networking, E-commerce, Selling, Website Development, Digital Marketing, Google Adwords, search engine..., professional seo, Investment Properties, Business Planning, Brand Development, Google Analytics, Web Analytics
Education
University of Florida 1998 — 2002
Bachelor of Sceince, Finance
University of Florida - Warrington College Of Business 1998 — 2002
Bachelors, Finance, Computer Science
Carlos Ricardo Carlos Ricardo's Merrill Lynch Experience May 2004 - Present
Job Merrill Lynch Wealth Management Banker
Industry Banking
Experience
Merrill Lynch May 2004 - Present
Education
University of Florida 1993 — 1997
Bachelors, Finance, General
Merrill Lynch May 2004 - Present
Education
University of Florida 1993 — 1997
Bachelors, Finance, General
Alfonso Guerrero Alfonso Guerrero's Merrill Lynch Experience September 2009 - March 2011
Job Founder and Manager at Know Where Coffee
Industry Financial Services
Experience
Know Where Coffee June 2014 - Present
Wells Fargo October 2012 - June 2014
Bank of America Merrill Lynch October 2011 - October 2012
JPMorgan Chase March 2011 - October 2011
Merrill Lynch September 2009 - March 2011
Skills
Series 7, Variable Annuities, Investments, Finance, Financial Advisory, Banking, Loans, Business Lines, Credit, Investment Management, Private Banking, Mutual Funds, Retirement Planning, Asset Managment, Uniform Combined State..., series 66, Strategic Financial..., Equities, Financial Planning, Asset Management, Financial Analysis
Education
University of Florida - Warrington College Of Business 2007 — 2008
Master of Arts (M.A.), International Business, 3.65
University of Florida - Warrington College Of Business 2007 — 2008
Masters of Science, Management, 3.65
University of Florida 2003 — 2007
Bachelor's degree, Hospitality Administration/Management, 3.63
Know Where Coffee June 2014 - Present
Wells Fargo October 2012 - June 2014
Bank of America Merrill Lynch October 2011 - October 2012
JPMorgan Chase March 2011 - October 2011
Merrill Lynch September 2009 - March 2011
Skills
Series 7, Variable Annuities, Investments, Finance, Financial Advisory, Banking, Loans, Business Lines, Credit, Investment Management, Private Banking, Mutual Funds, Retirement Planning, Asset Managment, Uniform Combined State..., series 66, Strategic Financial..., Equities, Financial Planning, Asset Management, Financial Analysis
Education
University of Florida - Warrington College Of Business 2007 — 2008
Master of Arts (M.A.), International Business, 3.65
University of Florida - Warrington College Of Business 2007 — 2008
Masters of Science, Management, 3.65
University of Florida 2003 — 2007
Bachelor's degree, Hospitality Administration/Management, 3.63
Kelsey Franklin Kelsey Franklin's Merrill Lynch Experience August 2009 - May 2010
Job Business Advisory Services Senior Consultant at Grant Thornton LLP
Industry Information Technology and Services
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2013 - July 2015
University of Florida August 2010 - July 2013
Grant Thornton LLP June 2012 - August 2012
AXA Advisors January 2011 - April 2011
Merrill Lynch August 2009 - May 2010
Skills
IT Audit Support, Financial Analysis, Business Valuation, Internal Audit, Due Diligence, Financial Reporting, Java, C#, Auditing, Analysis, Finance, Risk Assessment, Access, Insurance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Internal Controls, Accounting, Public Speaking, Sarbanes-Oxley Act, Management, Process Improvement, IT Audit
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Information Systems and Operations Management
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP August 2013 - July 2015
University of Florida August 2010 - July 2013
Grant Thornton LLP June 2012 - August 2012
AXA Advisors January 2011 - April 2011
Merrill Lynch August 2009 - May 2010
Skills
IT Audit Support, Financial Analysis, Business Valuation, Internal Audit, Due Diligence, Financial Reporting, Java, C#, Auditing, Analysis, Finance, Risk Assessment, Access, Insurance, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Internal Controls, Accounting, Public Speaking, Sarbanes-Oxley Act, Management, Process Improvement, IT Audit
Education
University of Florida 2012 — 2013
Master of Science (M.S.), Information Systems and Operations Management
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance
Gregg Cohen Gregg Cohen's Merrill Lynch Experience 2008 - 2009
Job Director of Fixed Income, Wealth Advisor at LWS Wealth Advisors
Industry Investment Management
Experience
LWS Wealth Advisors August 2013 - Present
Bloomberg 2010 - June 2013
Merrill Lynch 2008 - 2009
Cantor Fitzgerald 2005 - 2008
CIBC 1993 - 2005
CDC Capital 1991 - 1993
Credit Suisse First Boston 1985 - 1991
Skills
Fixed Income, Bloomberg, Capital Markets, Trading, Asset Managment, Bonds, Securities, Derivatives, Portfolio Management, Investments, Financial Markets, Data Visualization, Relative Value, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
University of Florida 1979 — 1983
BS, Accounting
LWS Wealth Advisors August 2013 - Present
Bloomberg 2010 - June 2013
Merrill Lynch 2008 - 2009
Cantor Fitzgerald 2005 - 2008
CIBC 1993 - 2005
CDC Capital 1991 - 1993
Credit Suisse First Boston 1985 - 1991
Skills
Fixed Income, Bloomberg, Capital Markets, Trading, Asset Managment, Bonds, Securities, Derivatives, Portfolio Management, Investments, Financial Markets, Data Visualization, Relative Value, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
University of Florida 1979 — 1983
BS, Accounting
Jeffrey Smith, MBA Jeffrey Smith, MBA's Merrill Lynch Experience February 1999 - March 2005
Job Managing Director Head of Sales and Distribution Capital Markets Pioneer Advisors, LLC
Industry Investment Management
Experience
KKMP Capital Pioneer Advisors, LLC 2012 - Present
BIC Group 2013 - January 2014
PIMCO March 2008 - September 2012
Deutsche Bank March 2006 - March 2008
Prudential Financial March 2005 - March 2006
Merrill Lynch February 1999 - March 2005
Novartis March 1997 - July 1998
Pitney Bowes January 1995 - January 1997
Skills
Financial Advisory, Financial Analysis, Asset Management, Hedge Funds, Insurance, Investment Strategies, Investments, Leadership, Marketing, Mutual Funds, Fixed Income, Series 7, Wealth Management, Portfolio Management, Series 63, Sales, Alternative Investments, Asset Allocation, Securities, ETFs, Separately Managed..., Investment Advisory, Investment Management, Series 65, Equities, Capital Markets, Structured Finance, Risk Management, Derivatives, Relationship Management, Private Equity, Strategic Planning, Commodity, Strategy, 401k, Bonds, Financial Modeling
Education
University of Florida 1997 — 1997
Master of Business Administration (MBA), Business Administration
KKMP Capital Pioneer Advisors, LLC 2012 - Present
BIC Group 2013 - January 2014
PIMCO March 2008 - September 2012
Deutsche Bank March 2006 - March 2008
Prudential Financial March 2005 - March 2006
Merrill Lynch February 1999 - March 2005
Novartis March 1997 - July 1998
Pitney Bowes January 1995 - January 1997
Skills
Financial Advisory, Financial Analysis, Asset Management, Hedge Funds, Insurance, Investment Strategies, Investments, Leadership, Marketing, Mutual Funds, Fixed Income, Series 7, Wealth Management, Portfolio Management, Series 63, Sales, Alternative Investments, Asset Allocation, Securities, ETFs, Separately Managed..., Investment Advisory, Investment Management, Series 65, Equities, Capital Markets, Structured Finance, Risk Management, Derivatives, Relationship Management, Private Equity, Strategic Planning, Commodity, Strategy, 401k, Bonds, Financial Modeling
Education
University of Florida 1997 — 1997
Master of Business Administration (MBA), Business Administration
Erik Lawson Erik Lawson's Merrill Lynch Experience March 1993 - February 1999
Job VP National Sales North America Relationship Manager at CIT
Industry Financial Services
Experience
CIT May 2010 - Present
CIT March 2000 - May 2010
Merrill Lynch March 1993 - February 1999
Skills
Financial Services, Business Strategy, Sales, Credit, Program Management, Contract Negotiation, P&L Management, Operations Management, Team Building, Underwriting, Portfolio Management, Banking, Relationship Management, Risk Management
Education
University of Florida 1989 — 1992
Bachelor of Applied Science (BASc), Mathematics
CIT May 2010 - Present
CIT March 2000 - May 2010
Merrill Lynch March 1993 - February 1999
Skills
Financial Services, Business Strategy, Sales, Credit, Program Management, Contract Negotiation, P&L Management, Operations Management, Team Building, Underwriting, Portfolio Management, Banking, Relationship Management, Risk Management
Education
University of Florida 1989 — 1992
Bachelor of Applied Science (BASc), Mathematics
Benjamin Celones's Merrill Lynch Experience March 1997 - April 1998
Job Business Manager at Bank of America
Industry Banking
Experience
Bank of America April 2008 - Present
Bank of America November 2010 - February 2012
Bank of America April 2008 - November 2010
Senderra Funding December 2005 - February 2008
The Walt Disney Company September 2002 - September 2005
Credit Suisse June 2000 - June 2002
Salomon Brothers April 1998 - June 2000
Merrill Lynch March 1997 - April 1998
Skills
Mortgage Lending, Reverse Mortgages, Capital Markets, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Process Improvement, Banking, Loan Origination, Securities, Leadership
Education
University of Florida
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Lake Howell High School 1989 — 1992
Bank of America April 2008 - Present
Bank of America November 2010 - February 2012
Bank of America April 2008 - November 2010
Senderra Funding December 2005 - February 2008
The Walt Disney Company September 2002 - September 2005
Credit Suisse June 2000 - June 2002
Salomon Brothers April 1998 - June 2000
Merrill Lynch March 1997 - April 1998
Skills
Mortgage Lending, Reverse Mortgages, Capital Markets, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Process Improvement, Banking, Loan Origination, Securities, Leadership
Education
University of Florida
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Lake Howell High School 1989 — 1992
Patty K. Scott's Merrill Lynch Experience March 2011 - Present
Job The Scott Group Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2011 - Present
East-West Private LLC June 2010 - Present
JP Morgan Private Wealth August 2009 - March 2011
UBS Wealth Management January 2008 - September 2009
First Financial Bank January 1998 - January 2008
Education
University of Evansville 1988 — 1992
BS, Business Administration
Merrill Lynch March 2011 - Present
East-West Private LLC June 2010 - Present
JP Morgan Private Wealth August 2009 - March 2011
UBS Wealth Management January 2008 - September 2009
First Financial Bank January 1998 - January 2008
Education
University of Evansville 1988 — 1992
BS, Business Administration
Thomas Halloran Thomas Halloran's Merrill Lynch Experience May 2015 - Present
Job Offshore Sales at Capital Group/ American Funds
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
American Funds June 2013 - Present
Citi May 2012 - June 2013
Bank of America Merrill Lynch October 2005 - May 2012
Skills
Portfolio Management, Investment Advisory, Relationship Management, Risk Management, Trading Strategies, Idea Generation, Mutual Funds, Hedge Funds, Managed Futures, Private Equity, Equities, Fixed Income, Emerging Markets
Education
University of Florida 2001 — 2005
Master's degree, International Business
Chaminade Madonna
Merrill Lynch May 2015 - Present
American Funds June 2013 - Present
Citi May 2012 - June 2013
Bank of America Merrill Lynch October 2005 - May 2012
Skills
Portfolio Management, Investment Advisory, Relationship Management, Risk Management, Trading Strategies, Idea Generation, Mutual Funds, Hedge Funds, Managed Futures, Private Equity, Equities, Fixed Income, Emerging Markets
Education
University of Florida 2001 — 2005
Master's degree, International Business
Chaminade Madonna
Allison Archer's Merrill Lynch Experience September 2012 - December 2012
Job Instructional Designer at University of Florida
Industry Education Management
Experience
University of Florida August 2015 - Present
City of Jacksonville May 2008 - August 2015
Bishop Kenny High School August 2014 - June 2015
Kelly Educational Staffing March 2014 - June 2014
Buchholz High School January 2014 - April 2014
Merrill Lynch September 2012 - December 2012
Merrill Lynch May 2011 - August 2011
Education
University of Florida 2013 — 2014
Master of Education (MEd), Secondary Education ProTeach, 4.0 GPA
University of Florida 2009 — 2013
Bachelor of Science in Business Administration, Economics, Statistics
University of Florida August 2015 - Present
City of Jacksonville May 2008 - August 2015
Bishop Kenny High School August 2014 - June 2015
Kelly Educational Staffing March 2014 - June 2014
Buchholz High School January 2014 - April 2014
Merrill Lynch September 2012 - December 2012
Merrill Lynch May 2011 - August 2011
Education
University of Florida 2013 — 2014
Master of Education (MEd), Secondary Education ProTeach, 4.0 GPA
University of Florida 2009 — 2013
Bachelor of Science in Business Administration, Economics, Statistics
Michele duBois's Merrill Lynch Experience November 1994 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1994 - Present
Skills
Retirement Planning, Investments, Personal Financial..., Wealth Management..., Asset Allocation, Series 7, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Investment Strategies, Series 65, High Net Worth..., Portfolio Management, Team Building, Public Speaking, Separately Managed..., Marketing, Customer Service, Strategic Planning
Education
University of Florida 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Merrill Lynch November 1994 - Present
Skills
Retirement Planning, Investments, Personal Financial..., Wealth Management..., Asset Allocation, Series 7, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Investment Strategies, Series 65, High Net Worth..., Portfolio Management, Team Building, Public Speaking, Separately Managed..., Marketing, Customer Service, Strategic Planning
Education
University of Florida 1991 — 1994
Bachelor of Science (B.S.), Finance, General
David Reddish's Merrill Lynch Experience November 2007 - July 2009
Job Director, Regional Sales Consultant with UBS Financial
Industry Investment Management
Experience
UBS Wealth Management November 2010 - Present
Charles Schwab August 2009 - November 2010
Merrill Lynch November 2007 - July 2009
PHH Mortgage January 2002 - November 2007
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Portfolio Management, Banking, Financial Services, Retirement Planning, Securities, Mutual Funds, Credit, Asset Allocation, Mortgage Lending, Asset Management, Financial Analysis, Risk Management
Education
University of Florida 1995 — 1999
BA, Business Administration
University of Florida - Warrington College of Business Administration 1995 — 1999
Forest High School
UBS Wealth Management November 2010 - Present
Charles Schwab August 2009 - November 2010
Merrill Lynch November 2007 - July 2009
PHH Mortgage January 2002 - November 2007
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Portfolio Management, Banking, Financial Services, Retirement Planning, Securities, Mutual Funds, Credit, Asset Allocation, Mortgage Lending, Asset Management, Financial Analysis, Risk Management
Education
University of Florida 1995 — 1999
BA, Business Administration
University of Florida - Warrington College of Business Administration 1995 — 1999
Forest High School
Daniel DeLeon Daniel DeLeon's Merrill Lynch Experience May 2007 - August 2008
Job President at Windy City Docs Holdings, LLC
Industry Restaurants
Experience
Metro Diner February 2012 - Present
Windy City Docs Holdings, LLC August 2011 - Present
DeLeon & Company, LLC August 2008 - Present
The Pita Pit August 2008 - Present
Merrill Lynch May 2007 - August 2008
Skills
Leadership, Entrepreneurship, Financial Analysis, Accounting, Microsoft Word, Microsoft Excel, Franchising, Facebook, Online Marketing, Inventory Management, Advertising, Customer Satisfaction, New Business Development, Event Planning, Social Networking, Social Media, Sales, Customer Service, Social Media Marketing, Management, Marketing, Marketing Strategy, Team Building, Event Management, Public Relations, Hospitality, Time Management, Small Business, Email Marketing, Online Advertising, Strategic Planning, Team Leadership, Negotiation, Contract Negotiation, Coaching
Education
University of Florida 2003 — 2007
Finance, Finance & Entrepreneurship
Metro Diner February 2012 - Present
Windy City Docs Holdings, LLC August 2011 - Present
DeLeon & Company, LLC August 2008 - Present
The Pita Pit August 2008 - Present
Merrill Lynch May 2007 - August 2008
Skills
Leadership, Entrepreneurship, Financial Analysis, Accounting, Microsoft Word, Microsoft Excel, Franchising, Facebook, Online Marketing, Inventory Management, Advertising, Customer Satisfaction, New Business Development, Event Planning, Social Networking, Social Media, Sales, Customer Service, Social Media Marketing, Management, Marketing, Marketing Strategy, Team Building, Event Management, Public Relations, Hospitality, Time Management, Small Business, Email Marketing, Online Advertising, Strategic Planning, Team Leadership, Negotiation, Contract Negotiation, Coaching
Education
University of Florida 2003 — 2007
Finance, Finance & Entrepreneurship
David Savitz David Savitz's Merrill Lynch Experience January 1998 - April 2004
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
EverBank June 2011 - 2012
MetLife April 2010 - June 2011
Wells Fargo April 2004 - December 2009
Merrill Lynch January 1998 - April 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Series 66, Life, Health, and..., Wealth Management, Asset Managment, Retirement Planning, Financial Planning
Education
University of Florida 1985 — 1989
College of Arts & Sciences
Fidelity Investments April 2012 - Present
EverBank June 2011 - 2012
MetLife April 2010 - June 2011
Wells Fargo April 2004 - December 2009
Merrill Lynch January 1998 - April 2004
Skills
Series 7, Strategic Financial..., Estate Planning, Series 66, Life, Health, and..., Wealth Management, Asset Managment, Retirement Planning, Financial Planning
Education
University of Florida 1985 — 1989
College of Arts & Sciences
Matthew Farzanrad Matthew Farzanrad's Merrill Lynch Experience January 2004 - September 2004
Job Treasury & Payment Solutions Sales Analyst, SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank March 2010 - Present
Ignition March 2009 - December 2009
Fifth Third Bank May 2005 - January 2007
Bank of America September 2004 - March 2005
Merrill Lynch January 2004 - September 2004
Education
University of Florida 1997 — 2002
Finance, Business Administration
SunTrust Bank March 2010 - Present
Ignition March 2009 - December 2009
Fifth Third Bank May 2005 - January 2007
Bank of America September 2004 - March 2005
Merrill Lynch January 2004 - September 2004
Education
University of Florida 1997 — 2002
Finance, Business Administration
Ashley Gowdy Lewis's Merrill Lynch Experience April 2011 - Present
Job Officer, Securities Specialist
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Enterprise Rent-A-Car October 2009 - April 2011
Education
University of Florida-Hough Graduate School of Business 2008 — 2009
Master of Science, Management
University of Florida 2004 — 2008
Bachelors, English
Merrill Lynch April 2011 - Present
Enterprise Rent-A-Car October 2009 - April 2011
Education
University of Florida-Hough Graduate School of Business 2008 — 2009
Master of Science, Management
University of Florida 2004 — 2008
Bachelors, English
Eric Lubitz, CFP® Eric Lubitz, CFP®'s Merrill Lynch Experience August 1989 - March 2001
Job Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. Senior Vice PresidentMorgan StanleyMarch 2001 - April 2009
Merrill Lynch August 1989 - March 2001
Education
University of Florida 1987 — 1992
BS, Finance and Economics
UBS Financial Services Inc. Senior Vice PresidentMorgan StanleyMarch 2001 - April 2009
Merrill Lynch August 1989 - March 2001
Education
University of Florida 1987 — 1992
BS, Finance and Economics
Brian Amos Brian Amos's Merrill Lynch Experience June 2012 - August 2012
Job Guest Service Manager at Walt Disney Parks and Resorts
Industry Entertainment
Experience
Florida Army National Guard August 2008 - Present
Publix Supermarkets May 2005 - June 2013
Merrill Lynch June 2012 - August 2012
Stephen C. O'Connell Center August 2011 - December 2011
Skills
Customer Service, Microsoft Office, Public Speaking, Event Planning, Photoshop, Event Management, Word, PowerPoint, Excel, Problem Solving, Writing, Customer Relations, Logistics, Training, Teamwork, Marketing, Entrepreneurship, Critical Thinking, Project Planning, Social Media, Leadership, Management, Facebook, Communication
Education
University of Florida 2007 — 2012
Masters of Science, Management
University of Florida 2007 — 2011
Bachelors of Science, Sport Management
Florida Army National Guard August 2008 - Present
Publix Supermarkets May 2005 - June 2013
Merrill Lynch June 2012 - August 2012
Stephen C. O'Connell Center August 2011 - December 2011
Skills
Customer Service, Microsoft Office, Public Speaking, Event Planning, Photoshop, Event Management, Word, PowerPoint, Excel, Problem Solving, Writing, Customer Relations, Logistics, Training, Teamwork, Marketing, Entrepreneurship, Critical Thinking, Project Planning, Social Media, Leadership, Management, Facebook, Communication
Education
University of Florida 2007 — 2012
Masters of Science, Management
University of Florida 2007 — 2011
Bachelors of Science, Sport Management
Douglas Tutwiler's Merrill Lynch Experience July 2015 - Present
Job Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Deutsche Bank January 2010 - July 2015
Skills
Series 7, Investment Banking, Finance, Corporate Finance, Microsoft Excel, Financial Analysis, Fixed Income, Hedge Funds, FX Options, Investments, FX Spot, FX Swaps, Equities, Financial Modeling, Derivatives, Sales, Customer Service, Relationship Mgmt, Sales Operations, FX Payments
Education
University of Florida 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch July 2015 - Present
Deutsche Bank January 2010 - July 2015
Skills
Series 7, Investment Banking, Finance, Corporate Finance, Microsoft Excel, Financial Analysis, Fixed Income, Hedge Funds, FX Options, Investments, FX Spot, FX Swaps, Equities, Financial Modeling, Derivatives, Sales, Customer Service, Relationship Mgmt, Sales Operations, FX Payments
Education
University of Florida 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Neil Stowe, CFP®, CRPC®, MBA's Merrill Lynch Experience 2005 - 2007
Job Financial Advisor at Thacker, Charnes, Stowe & Associates of Ameriprise Financial
Industry Financial Services
Experience
Thacker, Charnes, Stowe & Associates, Ameriprise Financial 2007 - Present
Merrill Lynch 2005 - 2007
Kight Home Center 2002 - 2005
Education
University of Southern Indiana
MBA - Master of Business Administration
University of Evansville
Bachelor of Science Business Administration, Finance
Tell City High School
Thacker, Charnes, Stowe & Associates, Ameriprise Financial 2007 - Present
Merrill Lynch 2005 - 2007
Kight Home Center 2002 - 2005
Education
University of Southern Indiana
MBA - Master of Business Administration
University of Evansville
Bachelor of Science Business Administration, Finance
Tell City High School
Amanda Aschenbrenner Amanda Aschenbrenner's Merrill Lynch Experience June 2011 - August 2011
Job Principal Associate Communications at Capital One
Industry Marketing and Advertising
Experience
Capital One June 2015 - Present
Capital One January 2014 - June 2015
Capital One May 2012 - January 2014
University of Florida August 2010 - May 2012
Florida Leadership Academy April 2009 - May 2012
Bill Alcorn Undergraduate Student Center September 2008 - May 2012
Merrill Lynch June 2011 - August 2011
University of Florida Advising May 2010 - May 2011
Threaded INK Media May 2009 - August 2009
Skills
Facebook, Event Planning, Social Networking, Marketing, Public Relations, Advertising, Customer Service, Online Marketing, Sales, Graphic Design, Leadership, Strategic Communications, Management, Training, CRM, Strategy, Social Media Marketing, Budgets, Social Media, Microsoft Office
Education
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Marketing, 3.87
University of Illinois at Urbana-Champaign
Online Certificate, Android app development, Pass
Cherry Creek High School 2008 — 2012
Capital One June 2015 - Present
Capital One January 2014 - June 2015
Capital One May 2012 - January 2014
University of Florida August 2010 - May 2012
Florida Leadership Academy April 2009 - May 2012
Bill Alcorn Undergraduate Student Center September 2008 - May 2012
Merrill Lynch June 2011 - August 2011
University of Florida Advising May 2010 - May 2011
Threaded INK Media May 2009 - August 2009
Skills
Facebook, Event Planning, Social Networking, Marketing, Public Relations, Advertising, Customer Service, Online Marketing, Sales, Graphic Design, Leadership, Strategic Communications, Management, Training, CRM, Strategy, Social Media Marketing, Budgets, Social Media, Microsoft Office
Education
University of Florida 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Marketing, 3.87
University of Illinois at Urbana-Champaign
Online Certificate, Android app development, Pass
Cherry Creek High School 2008 — 2012
William Frith William Frith's Merrill Lynch Experience 2004 - 2007
Job Vice President Agency Sales / Recruiting Director at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group - Capital Financial Strategies April 2015 - Present
New England Financial May 2009 - March 2015
AIG SunAmerica January 2008 - May 2009
Merrill Lynch 2004 - 2007
Morgan Stanley Dean Witter 2001 - 2004
Skills
Financial Advisory, Investment Advisory, Annuity Specialist, Life Insurance, Mutual Funds, 401k, Asset Allocation, Series 24, Series 7, Series 63, Series 65
Education
University of North Florida - College of Business Administration 1994 — 1996
MBA
University of Florida 1988 — 1992
BA, Business
Securian Financial Group - Capital Financial Strategies April 2015 - Present
New England Financial May 2009 - March 2015
AIG SunAmerica January 2008 - May 2009
Merrill Lynch 2004 - 2007
Morgan Stanley Dean Witter 2001 - 2004
Skills
Financial Advisory, Investment Advisory, Annuity Specialist, Life Insurance, Mutual Funds, 401k, Asset Allocation, Series 24, Series 7, Series 63, Series 65
Education
University of North Florida - College of Business Administration 1994 — 1996
MBA
University of Florida 1988 — 1992
BA, Business
Bart Gibson, CFP® Bart Gibson, CFP®'s Merrill Lynch Experience July 2000 - October 2010
Job The Harris Gibson Group
Industry Financial Services
Experience
UBS Financial Services Inc. November 2010 - Present
Merrill Lynch July 2000 - October 2010
Education
University of Florida 1995 — 1998
Bachelors, Business
Wolfson High School 1991 — 1993
UBS Financial Services Inc. November 2010 - Present
Merrill Lynch July 2000 - October 2010
Education
University of Florida 1995 — 1998
Bachelors, Business
Wolfson High School 1991 — 1993
Chirayu Patel Chirayu Patel's Merrill Lynch Experience August 2007 - July 2009
Job Oracle Database Developer
Industry Information Technology and Services
Experience
NorthgateArinso July 2009 - Present
Merrill Lynch August 2007 - July 2009
Availity, LLC February 2007 - August 2007
Convergys October 2003 - February 2007
JEA March 2001 - October 2003
City of Jacksonville February 2000 - March 2001
CSX Technology July 1997 - January 2000
AT&T Universal Card Services June 1995 - August 1996
Skills
PL/SQL, Oracle, ETL, Data Modeling, Oracle Application..., Oracle Reports, Database Design, Networking, Oracle SQL Developer, SQL, HTML, Cognos, Perl, VBScript, SQL*Plus, Requirements Analysis, Microsoft SQL Server
Education
University of Florida 1997 — 1999
BSBA, Decision and Information Sciences (DIS)
NorthgateArinso July 2009 - Present
Merrill Lynch August 2007 - July 2009
Availity, LLC February 2007 - August 2007
Convergys October 2003 - February 2007
JEA March 2001 - October 2003
City of Jacksonville February 2000 - March 2001
CSX Technology July 1997 - January 2000
AT&T Universal Card Services June 1995 - August 1996
Skills
PL/SQL, Oracle, ETL, Data Modeling, Oracle Application..., Oracle Reports, Database Design, Networking, Oracle SQL Developer, SQL, HTML, Cognos, Perl, VBScript, SQL*Plus, Requirements Analysis, Microsoft SQL Server
Education
University of Florida 1997 — 1999
BSBA, Decision and Information Sciences (DIS)
Paula Sawyer Paula Sawyer's Merrill Lynch Experience August 2007 - March 2009
Job Financial Services Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
The Energy Authority October 2009 - September 2010
Merrill Lynch August 2007 - March 2009
Merrill Lynch August 2005 - August 2007
Merrill Lynch April 2003 - August 2005
Education
University of Phoenix 2009 — 2010
MSA, Accounting
University of Florida 1980 — 1983
BA, Criminal Justice, Law
Fidelity Investments October 2010 - Present
The Energy Authority October 2009 - September 2010
Merrill Lynch August 2007 - March 2009
Merrill Lynch August 2005 - August 2007
Merrill Lynch April 2003 - August 2005
Education
University of Phoenix 2009 — 2010
MSA, Accounting
University of Florida 1980 — 1983
BA, Criminal Justice, Law
Connor Bowen's Merrill Lynch Experience May 2012 - August 2012
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Enterprise Commercial Trucks July 2014 - October 2014
Enterprise Holdings April 2014 - July 2014
Merrill Lynch May 2012 - August 2012
Universal Studios May 2011 - August 2011
Skills
Microsoft Office, Monte Carlo Simulation, Financial Analysis, Strategic Financial..., Stock Management, Portfolio Management, PowerPoint, Communication Skills, Customer Service, Food & Beverage, Leadership, Economics, Finance
Education
University of Florida 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of Florida
Merrill Edge October 2014 - Present
Enterprise Commercial Trucks July 2014 - October 2014
Enterprise Holdings April 2014 - July 2014
Merrill Lynch May 2012 - August 2012
Universal Studios May 2011 - August 2011
Skills
Microsoft Office, Monte Carlo Simulation, Financial Analysis, Strategic Financial..., Stock Management, Portfolio Management, PowerPoint, Communication Skills, Customer Service, Food & Beverage, Leadership, Economics, Finance
Education
University of Florida 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of Florida
James Quinn James Quinn's Merrill Lynch Experience July 2009 - December 2013
Job Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Surveyor Capital (Citadel LLC) January 2014 - Present
Merrill Lynch July 2009 - December 2013
Global Leisure Partners March 2009 - April 2009
Merrill Lynch June 2008 - September 2008
Goldman Sachs June 2007 - September 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Asset Management, Capital Markets, Equities, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Investments, Fixed Income
Education
University of Exeter 2008 — 2009
Master of Science (MSc), Finance & Management
University of Exeter 2005 — 2008
Bachelor of Arts (B.A.), Politics
Wellington College 2000 — 2005
Surveyor Capital (Citadel LLC) January 2014 - Present
Merrill Lynch July 2009 - December 2013
Global Leisure Partners March 2009 - April 2009
Merrill Lynch June 2008 - September 2008
Goldman Sachs June 2007 - September 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Asset Management, Capital Markets, Equities, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Investments, Fixed Income
Education
University of Exeter 2008 — 2009
Master of Science (MSc), Finance & Management
University of Exeter 2005 — 2008
Bachelor of Arts (B.A.), Politics
Wellington College 2000 — 2005
Ryan Stiphany's Merrill Lynch Experience November 2011 - July 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Merrill Lynch November 2011 - July 2015
Education
University of Florida 2004 — 2009
Charles Schwab July 2015 - Present
Merrill Lynch November 2011 - July 2015
Education
University of Florida 2004 — 2009
Ty K. Debique, CFP®, CRPC®'s Merrill Lynch Experience November 2012 - September 2015
Job Divisional Sales Manager at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Merrill Lynch November 2012 - September 2015
Merrill Lynch December 2011 - November 2012
Merrill Lynch May 2009 - December 2011
Merrill Lynch June 2008 - May 2009
Wachovia Securities, LLC June 2002 - June 2008
UBS PaineWebber January 1999 - June 2002
Skills
Investments, Series 7, Series 63, Wealth Management, Wealth Management..., Retirement Planning, Investment Advisory, Asset Allocation, Uniform Combined State..., Alternative Investments, Financial Advisory, IRAs, Mutual Funds, Series 65, Securities, Investment Management, Retirement, Bonds, 401k, Fixed Income, Series 9, Series 10, FINRA, Investment Strategies, Banking, Series 24, Finance, Strategic Financial..., Fixed Annuities
Education
University of Florida 1992 — 1997
Bachelor of Science, Business Administration
Miami Southridge Senior High 1989 — 1992
High School Diploma
Raymond James Financial, Inc. September 2015 - Present
Merrill Lynch November 2012 - September 2015
Merrill Lynch December 2011 - November 2012
Merrill Lynch May 2009 - December 2011
Merrill Lynch June 2008 - May 2009
Wachovia Securities, LLC June 2002 - June 2008
UBS PaineWebber January 1999 - June 2002
Skills
Investments, Series 7, Series 63, Wealth Management, Wealth Management..., Retirement Planning, Investment Advisory, Asset Allocation, Uniform Combined State..., Alternative Investments, Financial Advisory, IRAs, Mutual Funds, Series 65, Securities, Investment Management, Retirement, Bonds, 401k, Fixed Income, Series 9, Series 10, FINRA, Investment Strategies, Banking, Series 24, Finance, Strategic Financial..., Fixed Annuities
Education
University of Florida 1992 — 1997
Bachelor of Science, Business Administration
Miami Southridge Senior High 1989 — 1992
High School Diploma
Kara Duggan Bailys Kara Duggan Bailys's Merrill Lynch Experience July 2013 - Present
Job AVP, Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Deutsche Bank December 2010 - July 2013
Brower Financial Group/Cambridge Investment Research January 2010 - November 2010
Lincoln Financial Advisors February 2005 - December 2009
Merrill Lynch February 2004 - 2005
Skills
Series 7, Investments, Equities, Series 66, Asset Allocation, Portfolio Management, Securities, Financial Advisory, Training, Mutual Funds, Fixed Income, Alternative Investments, Investment Advisory, Series 26, Uniform Combined State..., Insurance, Finance, Investment Strategies, Estate Planning, Wealth Management, Strategic Financial..., Retirement Planning, Private Equity, FINRA, Structured Products, Fixed Annuities, Financial Services, Wealth Management..., Trading, Options, Series 10, Series 9
Education
University of Florida 1995 — 1999
B.S., Psychology
Merrill Lynch July 2013 - Present
Deutsche Bank December 2010 - July 2013
Brower Financial Group/Cambridge Investment Research January 2010 - November 2010
Lincoln Financial Advisors February 2005 - December 2009
Merrill Lynch February 2004 - 2005
Skills
Series 7, Investments, Equities, Series 66, Asset Allocation, Portfolio Management, Securities, Financial Advisory, Training, Mutual Funds, Fixed Income, Alternative Investments, Investment Advisory, Series 26, Uniform Combined State..., Insurance, Finance, Investment Strategies, Estate Planning, Wealth Management, Strategic Financial..., Retirement Planning, Private Equity, FINRA, Structured Products, Fixed Annuities, Financial Services, Wealth Management..., Trading, Options, Series 10, Series 9
Education
University of Florida 1995 — 1999
B.S., Psychology
Robert Ringeisen's Merrill Lynch Experience October 2010 - August 2011
Job Management Consultant
Industry Management Consulting
Experience
PwC August 2015 - Present
Congressman Bil Posey July 2013 - August 2013
Charles Brooks Capital Investments May 2012 - August 2012
The Audiohouse May 2011 - August 2011
Merrill Lynch October 2010 - August 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Financial Accounting, Financial Reporting, Customer Service, Tax, Auditing, Research
Education
University of Florida 2011 — 2015
Bachelor of Science, Accounting
PwC August 2015 - Present
Congressman Bil Posey July 2013 - August 2013
Charles Brooks Capital Investments May 2012 - August 2012
The Audiohouse May 2011 - August 2011
Merrill Lynch October 2010 - August 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Financial Accounting, Financial Reporting, Customer Service, Tax, Auditing, Research
Education
University of Florida 2011 — 2015
Bachelor of Science, Accounting
Alexandra Lonsdale's Merrill Lynch Experience January 2004 - June 2004
Job OutofDoor Academy Lower School Teaching Assistant
Industry Education Management
Experience
Out-of-Door Academy August 2015 - Present
Discovery Academy of Science August 2013 - June 2015
bebe stores November 2012 - January 2013
PDE August 2012 - October 2012
Tampa Charter School 2009 - 2012
Merrill Lynch January 2004 - June 2004
Skills
Teaching, Curriculum Development, Editing, Public Speaking, Microsoft Office, Outlook, Microsoft Excel, Social Media, Goal Oriented, Oral & Written..., High Organizational..., Energetic team player, Client Service, Sales, Research, Client Services, Customer Service, PowerPoint, Marketing, Social Media Marketing, Event Planning, Fundraising, Strategic Planning
Education
University of Florida 2007 — 2008
Master of Education (M.Ed.), Elementary Education and Teaching
University of Florida 2004 — 2007
Bachelor of Arts (B.A.), Elementary Education and Teaching
New York Real Estate Institute 2012 — 2012
Certificate, 75 hr Salespersons
Riverview Hgh School 2000 — 2003
High School Diploma
Out-of-Door Academy August 2015 - Present
Discovery Academy of Science August 2013 - June 2015
bebe stores November 2012 - January 2013
PDE August 2012 - October 2012
Tampa Charter School 2009 - 2012
Merrill Lynch January 2004 - June 2004
Skills
Teaching, Curriculum Development, Editing, Public Speaking, Microsoft Office, Outlook, Microsoft Excel, Social Media, Goal Oriented, Oral & Written..., High Organizational..., Energetic team player, Client Service, Sales, Research, Client Services, Customer Service, PowerPoint, Marketing, Social Media Marketing, Event Planning, Fundraising, Strategic Planning
Education
University of Florida 2007 — 2008
Master of Education (M.Ed.), Elementary Education and Teaching
University of Florida 2004 — 2007
Bachelor of Arts (B.A.), Elementary Education and Teaching
New York Real Estate Institute 2012 — 2012
Certificate, 75 hr Salespersons
Riverview Hgh School 2000 — 2003
High School Diploma
Julie Lando Julie Lando's Merrill Lynch Experience 1997 - 2000
Job Owner / President, Moxie
Industry Marketing and Advertising
Experience
Moxie Design & Marketing January 2008 - Present
King Jewelers 2004 - 2006
Levinson Jewelers 2001 - 2004
Merrill Lynch 1997 - 2000
Campbell Mithun 1994 - 1996
Skills
Public Relations, Graphic Design, Media Planning, Strategic Planning, Social Media Marketing, Marketing Communications, Event Planning, Marketing Strategy, Non-profits, Marketing, Online Advertising, Social Media, Brand Development, Online Marketing, Facebook, Lead Generation, InDesign, Corporate Branding, Media Relations, New Business Development, Nonprofits, Public Speaking, Small Business, Direct Mail, Interactive Marketing, Entrepreneurship, Email Marketing, Copywriting, Corporate Identity, Digital Marketing, Leadership, Integrated Marketing, Advertising, Newsletters, Web Design, Press Releases, Retail, SEM, Creative Direction, Illustrator, New Media, Event Management, Social Networking, Direct Marketing, Website Development, SEO, Trade Shows, Corporate Communications, Blogging, Fundraising
Education
University of Florida 1990 — 1994
BA, Political Science and Business
York Suburban/Dallastown 1978 — 1990
Moxie Design & Marketing January 2008 - Present
King Jewelers 2004 - 2006
Levinson Jewelers 2001 - 2004
Merrill Lynch 1997 - 2000
Campbell Mithun 1994 - 1996
Skills
Public Relations, Graphic Design, Media Planning, Strategic Planning, Social Media Marketing, Marketing Communications, Event Planning, Marketing Strategy, Non-profits, Marketing, Online Advertising, Social Media, Brand Development, Online Marketing, Facebook, Lead Generation, InDesign, Corporate Branding, Media Relations, New Business Development, Nonprofits, Public Speaking, Small Business, Direct Mail, Interactive Marketing, Entrepreneurship, Email Marketing, Copywriting, Corporate Identity, Digital Marketing, Leadership, Integrated Marketing, Advertising, Newsletters, Web Design, Press Releases, Retail, SEM, Creative Direction, Illustrator, New Media, Event Management, Social Networking, Direct Marketing, Website Development, SEO, Trade Shows, Corporate Communications, Blogging, Fundraising
Education
University of Florida 1990 — 1994
BA, Political Science and Business
York Suburban/Dallastown 1978 — 1990
Timothy Nunno Timothy Nunno's Merrill Lynch Experience November 1998 - November 2008
Job First Vice President Wealth Management, Associate Director Complex Sales Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Merrill Lynch November 1998 - November 2008
Skills
Series 7, 9, 10, 31, 63..., Life and Variable...
Education
University of Florida 1993 — 1997
Bachelor of Science, Finance and Economics
UBS November 2008 - Present
Merrill Lynch November 1998 - November 2008
Skills
Series 7, 9, 10, 31, 63..., Life and Variable...
Education
University of Florida 1993 — 1997
Bachelor of Science, Finance and Economics
N. James Demos N. James Demos's Merrill Lynch Experience May 1995 - Present
Job First Vice PresidentWealth Management
Industry Investment Management
Experience
Merrill Lynch May 1995 - Present
Merrill Lynch January 2010 - June 2011
Education
Nova Southeastern University-MBA
MBA, Business and Finance
University of Florida
Merrill Lynch May 1995 - Present
Merrill Lynch January 2010 - June 2011
Education
Nova Southeastern University-MBA
MBA, Business and Finance
University of Florida
Seth Bassoff, CRPC®, CRPS®'s Merrill Lynch Experience January 1997 - 2001
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Financial Advisor-Chartered Retirement Plans Specialist July 2001 - November 2011
Merrill Lynch January 1997 - 2001
Skills
Retirement Planning..., Retirement Income..., Women's Financial..., Executive Compensation..., Insurance
Education
University of Florida 1993 — 1997
History, Latin American Studies
College of Financial Planning
CRPC-Chartered Retirement Planning Counselor
College of Financial Planning
CRPS, Retirement Plans
Ameriprise Financial Services, Inc. November 2011 - Present
Financial Advisor-Chartered Retirement Plans Specialist July 2001 - November 2011
Merrill Lynch January 1997 - 2001
Skills
Retirement Planning..., Retirement Income..., Women's Financial..., Executive Compensation..., Insurance
Education
University of Florida 1993 — 1997
History, Latin American Studies
College of Financial Planning
CRPC-Chartered Retirement Planning Counselor
College of Financial Planning
CRPS, Retirement Plans
Jared Futch's Merrill Lynch Experience January 2005 - April 2006
Job Vice President Citigroup
Industry Information Technology and Services
Experience
Citigroup November 2009 - Present
Citigroup May 2006 - September 2009
Merrill Lynch January 2005 - April 2006
Merrill Lynch January 2003 - December 2005
Merrill Lynch January 2003 - August 2003
Skills
SDLC, Business Analysis, Risk Management, Vendor Management, Program Management, Process Improvement, Software Project..., PMO, PMP, Project Portfolio..., Change Management
Education
University of Florida 1998 — 2002
BSBA, International Economics
University of Florida - Warrington College of Business Administration
Citigroup November 2009 - Present
Citigroup May 2006 - September 2009
Merrill Lynch January 2005 - April 2006
Merrill Lynch January 2003 - December 2005
Merrill Lynch January 2003 - August 2003
Skills
SDLC, Business Analysis, Risk Management, Vendor Management, Program Management, Process Improvement, Software Project..., PMO, PMP, Project Portfolio..., Change Management
Education
University of Florida 1998 — 2002
BSBA, International Economics
University of Florida - Warrington College of Business Administration
Subramanian Sankaran Subramanian Sankaran's Merrill Lynch Experience May 2012 - February 2013
Job Senior Mobile Lead at American Express
Industry Computer Software
Experience
American Express September 2014 - Present
Metropolitan Transportation Authority February 2013 - August 2014
Merrill Lynch May 2012 - February 2013
Mphasis 2011 - 2012
Keytroller LLC June 2010 - May 2011
Department Of Animal Sciences August 2009 - May 2010
ITC Infotech May 2009 - August 2009
University of Mumbai July 2004 - June 2008
Skills
Objective-C, Android, iPhone development, Mobile Applications, iOS development, Web Development, OOP, Software Development, Java, C++, Object Oriented Design, Databases, PHP, Testing, Spring, SQL
Education
University of Florida 2008 — 2010
Master of Science, Electrical and Computer Engineering
University of Florida 2008 — 2010
Master of Science, Electrical and Computer Engineering
University of Mumbai 2004 — 2008
B.E, Electronics and Telecommunication
American Express September 2014 - Present
Metropolitan Transportation Authority February 2013 - August 2014
Merrill Lynch May 2012 - February 2013
Mphasis 2011 - 2012
Keytroller LLC June 2010 - May 2011
Department Of Animal Sciences August 2009 - May 2010
ITC Infotech May 2009 - August 2009
University of Mumbai July 2004 - June 2008
Skills
Objective-C, Android, iPhone development, Mobile Applications, iOS development, Web Development, OOP, Software Development, Java, C++, Object Oriented Design, Databases, PHP, Testing, Spring, SQL
Education
University of Florida 2008 — 2010
Master of Science, Electrical and Computer Engineering
University of Florida 2008 — 2010
Master of Science, Electrical and Computer Engineering
University of Mumbai 2004 — 2008
B.E, Electronics and Telecommunication
Daniel Dierlam's Merrill Lynch Experience October 2009 - May 2011
Job Vice President, Commercial Lending at Old National Bank
Industry Financial Services
Experience
Old National Bank January 2014 - Present
First Financial Bank May 2011 - January 2014
Merrill Lynch October 2009 - May 2011
First Indiana Bank September 1993 - January 2007
City of Indianapolis 1987 - 1992
Skills
Loans, Mortgage Lending, Small Business Lending, Real Estate Economics, Investment Properties, Strategic Planning, Real Estate Development, Credit, Banking, Strategic Financial..., Community Development, Real Estate Investment..., Mortgage, Real Estate Finance, Financial Planning, Real Estate Investment, Principal Investments, Financial Analysis, Finance, Credit Analysis, Asset Management, Underwriting, Financial Modeling, Due Diligence, Commercial Lending, Commercial Real Estate, Portfolio Management, Credit Risk, Commercial Banking
Education
University of Evansville 1979 — 1984
BS, Communications
Reitz High School
Old National Bank January 2014 - Present
First Financial Bank May 2011 - January 2014
Merrill Lynch October 2009 - May 2011
First Indiana Bank September 1993 - January 2007
City of Indianapolis 1987 - 1992
Skills
Loans, Mortgage Lending, Small Business Lending, Real Estate Economics, Investment Properties, Strategic Planning, Real Estate Development, Credit, Banking, Strategic Financial..., Community Development, Real Estate Investment..., Mortgage, Real Estate Finance, Financial Planning, Real Estate Investment, Principal Investments, Financial Analysis, Finance, Credit Analysis, Asset Management, Underwriting, Financial Modeling, Due Diligence, Commercial Lending, Commercial Real Estate, Portfolio Management, Credit Risk, Commercial Banking
Education
University of Evansville 1979 — 1984
BS, Communications
Reitz High School
Michael Gregory Griffin's Merrill Lynch Experience July 2005 - April 2009
Job Director at Navigant
Industry Management Consulting
Experience
Navigant August 2015 - Present
Deloitte May 2009 - August 2015
Merrill Lynch July 2005 - April 2009
Merrill Lynch October 2003 - July 2005
Merrill Lynch December 1999 - October 2003
University of Florida August 1995 - December 1999
Skills
Litigation Support, Information Security..., Risk Management, Business Analysis, Information Security, Vendor Management, Strategy, Business Process..., IT Strategy, Computer Forensics, Project Management, Consulting, Analytics, Due Diligence, Fraud, Governance, Information Technology, IT Audit
Education
University of Florida - Warrington College of Business Administration 1994 — 1995
Bachelor of Business Administration (B.B.A.), Information Technology
University of Florida 1993 — 1995
B.S., Business Administration
University of North Florida 1992 — 1993
Bachelor of Science (B.S.), Information Sciences
St. Johns River Community College 1991 — 1992
Associate of Arts, Business Administration
Navigant August 2015 - Present
Deloitte May 2009 - August 2015
Merrill Lynch July 2005 - April 2009
Merrill Lynch October 2003 - July 2005
Merrill Lynch December 1999 - October 2003
University of Florida August 1995 - December 1999
Skills
Litigation Support, Information Security..., Risk Management, Business Analysis, Information Security, Vendor Management, Strategy, Business Process..., IT Strategy, Computer Forensics, Project Management, Consulting, Analytics, Due Diligence, Fraud, Governance, Information Technology, IT Audit
Education
University of Florida - Warrington College of Business Administration 1994 — 1995
Bachelor of Business Administration (B.B.A.), Information Technology
University of Florida 1993 — 1995
B.S., Business Administration
University of North Florida 1992 — 1993
Bachelor of Science (B.S.), Information Sciences
St. Johns River Community College 1991 — 1992
Associate of Arts, Business Administration
Cassandra Coon's Merrill Lynch Experience February 2013 - December 2013
Job Consultant at SunGard
Industry Information Technology and Services
Experience
SunGard July 2014 - Present
SunGard January 2014 - June 2014
Merrill Lynch February 2013 - December 2013
Shigo Law Firm June 2012 - December 2012
Spa Royale January 2011 - June 2012
Coach April 2010 - March 2011
Hickory Foods June 2003 - August 2009
Skills
Outlook, Filing, Customer Service, Administrative..., Data Entry, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Event Planning, Microsoft Office, Retail, Notary Public, File Management, Inventory Management, Spreadsheets, Fax, Wordperfect, Skype, Facebook, Sales, Microsoft Publisher, Photoshop, Social Networking
Education
University of Florida 2008 — 2012
Bachelor of Science, Advertising
Paxon School for Advanced Studies 2004 — 2008
International Baccalaureate Diploma
Paxon School for Advanced Studies 2004 — 2008
High School Diploma
SunGard July 2014 - Present
SunGard January 2014 - June 2014
Merrill Lynch February 2013 - December 2013
Shigo Law Firm June 2012 - December 2012
Spa Royale January 2011 - June 2012
Coach April 2010 - March 2011
Hickory Foods June 2003 - August 2009
Skills
Outlook, Filing, Customer Service, Administrative..., Data Entry, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Event Planning, Microsoft Office, Retail, Notary Public, File Management, Inventory Management, Spreadsheets, Fax, Wordperfect, Skype, Facebook, Sales, Microsoft Publisher, Photoshop, Social Networking
Education
University of Florida 2008 — 2012
Bachelor of Science, Advertising
Paxon School for Advanced Studies 2004 — 2008
International Baccalaureate Diploma
Paxon School for Advanced Studies 2004 — 2008
High School Diploma
Nicholas Osborn Nicholas Osborn's Merrill Lynch Experience May 2011 - August 2011
Job Retirement Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Merrill Lynch May 2011 - August 2011
Education
University of Florida 2008 — 2012
Bachelor of Science, Finance
Fidelity Investments June 2012 - Present
Merrill Lynch May 2011 - August 2011
Education
University of Florida 2008 — 2012
Bachelor of Science, Finance
Brian Lind, CRPC Brian Lind, CRPC's Merrill Lynch Experience October 2009 - June 2011
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2011 - Present
Merrill Lynch October 2009 - June 2011
Skills
Wealth Management..., Investment Strategies, Managed Money, Series 7, Finance, Equities, Mutual Funds, Asset Allocation, Uniform Combined State..., Investments, Portfolio Management
Education
University of Florida
Bachelor of Science (B.S.), Marketing
Merrill Edge June 2011 - Present
Merrill Lynch October 2009 - June 2011
Skills
Wealth Management..., Investment Strategies, Managed Money, Series 7, Finance, Equities, Mutual Funds, Asset Allocation, Uniform Combined State..., Investments, Portfolio Management
Education
University of Florida
Bachelor of Science (B.S.), Marketing
Rob Hamill Rob Hamill's Merrill Lynch Experience August 2010 - December 2010
Job Associate at Norwest Equity Partners
Industry Venture Capital & Private Equity
Experience
Norwest Equity Partners July 2015 - Present
Robert W. Baird & Co. June 2012 - July 2015
Siemens Industry May 2011 - November 2011
Merrill Lynch August 2010 - December 2010
Skills
Excel Data Manipulation, Finance, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Forecasting, Financial Reporting, Budgets, Investment Banking, Capital IQ, Mergers, Business Valuation, DCF, LBO, Due Diligence, Analysis, Microsoft Office, Private Equity
Education
University of Florida 2008 — 2012
Business Administration, Finance
Lemon Bay High School
Lemon Bay High School
Norwest Equity Partners July 2015 - Present
Robert W. Baird & Co. June 2012 - July 2015
Siemens Industry May 2011 - November 2011
Merrill Lynch August 2010 - December 2010
Skills
Excel Data Manipulation, Finance, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Forecasting, Financial Reporting, Budgets, Investment Banking, Capital IQ, Mergers, Business Valuation, DCF, LBO, Due Diligence, Analysis, Microsoft Office, Private Equity
Education
University of Florida 2008 — 2012
Business Administration, Finance
Lemon Bay High School
Lemon Bay High School
Taylor Ravenna Taylor Ravenna's Merrill Lynch Experience April 2015 - Present
Job GWIM Senior Operations Representative at Merrill Lynch
Industry Law Practice
Experience
Merrill Lynch April 2015 - Present
Bush Graziano Rice & Platter, P.A. March 2014 - April 2015
Katie Healy August 2013 - May 2014
Bush Graziano Rice & Platter, P.A. May 2004 - December 2013
RuffaloCODY September 2011 - December 2012
Skills
Organizational..., Case Analysis, Technology Proficient, Highly personable, Litigation, Medical Malpractice, Leadership, Social Skills, Teaching, iMovie, Goal Oriented, Interpersonal..., Fundraising, Microsoft Office, Product Liability, Family Law, Experience Working with..., Corporate Law, Legal Matters, Preparedness, Deliverance, Elementary Education, Learning Environment, Disciplinaries, Interactive, Instructional Best..., Friendly Personality, Microsoft Excel, PowerPoint
Education
University of Florida 2009 — 2013
Bachelor's Degree, Family, Youth and Community Sciences
University of Florida 2009 — 2013
Minor, Educational Studies
Braulio Alonso High School 2005 — 2009
Diploma
Merrill Lynch April 2015 - Present
Bush Graziano Rice & Platter, P.A. March 2014 - April 2015
Katie Healy August 2013 - May 2014
Bush Graziano Rice & Platter, P.A. May 2004 - December 2013
RuffaloCODY September 2011 - December 2012
Skills
Organizational..., Case Analysis, Technology Proficient, Highly personable, Litigation, Medical Malpractice, Leadership, Social Skills, Teaching, iMovie, Goal Oriented, Interpersonal..., Fundraising, Microsoft Office, Product Liability, Family Law, Experience Working with..., Corporate Law, Legal Matters, Preparedness, Deliverance, Elementary Education, Learning Environment, Disciplinaries, Interactive, Instructional Best..., Friendly Personality, Microsoft Excel, PowerPoint
Education
University of Florida 2009 — 2013
Bachelor's Degree, Family, Youth and Community Sciences
University of Florida 2009 — 2013
Minor, Educational Studies
Braulio Alonso High School 2005 — 2009
Diploma
Sally Montgomery Sally Montgomery's Merrill Lynch Experience April 2007 - November 2008
Job Senior Director, Asset Management Communications at TIAACREF
Industry Insurance
Experience
TIAA-CREF July 2015 - Present
MetLife September 2014 - July 2015
Chevron December 2011 - September 2014
Pfizer August 2010 - December 2011
Pfizer November 2008 - August 2010
Merrill Lynch April 2007 - November 2008
National Audubon Society February 2006 - April 2007
Text 100 February 2003 - January 2006
The Hamilton Group 2002 - 2002
Skills
Strategic Communications, Media Relations, Communication Training, Corporate Communications, Crisis Communications, Internal Communications, Speech Writing, Public Relations, Leadership, Strategy, Message Development, Reputation Management, Press Releases, Executive Communications, Corporate Social..., Crisis Management, Public Affairs, Communications Planning, Thought Leadership, Management, People Management, People Development
Education
University of Florida 1997 — 2001
Bachelor of Science, Public Relations
TIAA-CREF July 2015 - Present
MetLife September 2014 - July 2015
Chevron December 2011 - September 2014
Pfizer August 2010 - December 2011
Pfizer November 2008 - August 2010
Merrill Lynch April 2007 - November 2008
National Audubon Society February 2006 - April 2007
Text 100 February 2003 - January 2006
The Hamilton Group 2002 - 2002
Skills
Strategic Communications, Media Relations, Communication Training, Corporate Communications, Crisis Communications, Internal Communications, Speech Writing, Public Relations, Leadership, Strategy, Message Development, Reputation Management, Press Releases, Executive Communications, Corporate Social..., Crisis Management, Public Affairs, Communications Planning, Thought Leadership, Management, People Management, People Development
Education
University of Florida 1997 — 2001
Bachelor of Science, Public Relations
Jessica Hill Klebanoff's Merrill Lynch Experience May 2008 - August 2008
Job Assistant Vice President at Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company July 2015 - Present
Harvard Management Company January 2012 - June 2015
Harvard Management Company April 2011 - January 2012
Markit January 2010 - May 2011
Markit May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Credit, Fixed Income, Derivatives, Valuation, Equities, Portfolio Management, Capital Markets, FX Options, Securities, Commodity, Hedge Funds, Emerging Markets, Asset Management, Investments, Credit Derivatives, Trading, Financial Modeling, Bloomberg, Wealth Management, Alternative Investments
Education
Hobart and William Smith Colleges 2006 — 2009
Cum Laude, BA, Economics, Environmental Studies, Public Policy Studies, American Studies
Oak Knoll School 2002 — 2006
University of East Anglia
Harvard Management Company July 2015 - Present
Harvard Management Company January 2012 - June 2015
Harvard Management Company April 2011 - January 2012
Markit January 2010 - May 2011
Markit May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Credit, Fixed Income, Derivatives, Valuation, Equities, Portfolio Management, Capital Markets, FX Options, Securities, Commodity, Hedge Funds, Emerging Markets, Asset Management, Investments, Credit Derivatives, Trading, Financial Modeling, Bloomberg, Wealth Management, Alternative Investments
Education
Hobart and William Smith Colleges 2006 — 2009
Cum Laude, BA, Economics, Environmental Studies, Public Policy Studies, American Studies
Oak Knoll School 2002 — 2006
University of East Anglia
Dan Palmer, CFP (R) Dan Palmer, CFP (R)'s Merrill Lynch Experience January 1996 - March 2000
Job Senior Vice President, Market Sales Executive, US Trust
Industry Financial Services
Experience
US Trust (and Predecessor) June 2003 - Present
Comerica Securities March 2000 - May 2003
Merrill Lynch January 1996 - March 2000
Olde Financial Corporation May 1994 - January 1996
Merrill Lynch January 1992 - April 1994
Skills
Credit, Banking, Risk Management, Asset Managment, Strategic Financial..., Trust Services, Investments, Wealth Management, Asset Management, Asset Allocation, Estate Planning, Retirement Planning, Portfolio Management, High Net Worth..., Financial Advisory, Mutual Funds, Investment Management, Investment Advisory, Alternative Investments, Financial Planning
Education
Wharton School, University of Pennsylvania 2011 — 2011
Executive Education Program, US Trust / Wharton Executive Education Program
University of Florida 1989 — 1994
Bachelor of Science (B.S.), Business Administration, Management Major
US Trust (and Predecessor) June 2003 - Present
Comerica Securities March 2000 - May 2003
Merrill Lynch January 1996 - March 2000
Olde Financial Corporation May 1994 - January 1996
Merrill Lynch January 1992 - April 1994
Skills
Credit, Banking, Risk Management, Asset Managment, Strategic Financial..., Trust Services, Investments, Wealth Management, Asset Management, Asset Allocation, Estate Planning, Retirement Planning, Portfolio Management, High Net Worth..., Financial Advisory, Mutual Funds, Investment Management, Investment Advisory, Alternative Investments, Financial Planning
Education
Wharton School, University of Pennsylvania 2011 — 2011
Executive Education Program, US Trust / Wharton Executive Education Program
University of Florida 1989 — 1994
Bachelor of Science (B.S.), Business Administration, Management Major
Max Anderson, MHA Max Anderson, MHA's Merrill Lynch Experience May 2009 - August 2009
Job Administrative Fellow at Duke University Health System
Industry Hospital & Health Care
Experience
Duke University Health System June 2013 - Present
US Navy Reserve November 2013 - Present
University of Florida Student Govt. May 2012 - April 2013
Health Administration Student Association April 2012 - April 2013
AMS Health Care Mortgage Corporation May 2012 - December 2012
Jacksonville Fire and Rescue Department May 2005 - August 2012
St. Johns River Water Management District January 2011 - May 2011
Merrill Lynch May 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Public Speaking, Analysis, Fundraising, Policy, Leadership, Public Relations, Access, Training, Financial Analysis, Healthcare
Education
University of Florida 2011 — 2013
Masters of Health Administration, 3.89
University of Florida 2007 — 2010
Bachelors in Business Administration, Finance, 3.89
Duke University Health System June 2013 - Present
US Navy Reserve November 2013 - Present
University of Florida Student Govt. May 2012 - April 2013
Health Administration Student Association April 2012 - April 2013
AMS Health Care Mortgage Corporation May 2012 - December 2012
Jacksonville Fire and Rescue Department May 2005 - August 2012
St. Johns River Water Management District January 2011 - May 2011
Merrill Lynch May 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Public Speaking, Analysis, Fundraising, Policy, Leadership, Public Relations, Access, Training, Financial Analysis, Healthcare
Education
University of Florida 2011 — 2013
Masters of Health Administration, 3.89
University of Florida 2007 — 2010
Bachelors in Business Administration, Finance, 3.89
Stanley Sargent Stanley Sargent's Merrill Lynch Experience 1983 - Present
Job Senior Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1983 - Present
Skills
Certified Special Needs...
Education
University of Florida 1976 — 1980
BS Business Administration, Finance
Merrill Lynch 1983 - Present
Skills
Certified Special Needs...
Education
University of Florida 1976 — 1980
BS Business Administration, Finance
Leslie Thornton (Boucher)'s Merrill Lynch Experience April 2013 - Present
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch May 2012 - April 2013
Merrill Lynch November 2010 - May 2012
Merrill Lynch June 2007 - November 2010
Merrill Lynch May 2006 - May 2007
Merrill Lynch May 2003 - May 2006
Skills
Series 7, Uniform Combined State..., Finance, FINRA, Retirement Planning, Financial Services, Series 66, Series 9, Series 10, Securities, Wealth Management, Risk Management, Due Diligence, Financial Advisory, Salesforce.com, Asset Allocation, Reputational Risk, Customer Satisfaction, Regulatory Compliance, Marketing, Budget Management, Strategic Planning
Education
University of Florida 1999 — 2003
Decision and Information Sciences, Business Administration, Management and Operations
Merrill Lynch April 2013 - Present
Merrill Lynch May 2012 - April 2013
Merrill Lynch November 2010 - May 2012
Merrill Lynch June 2007 - November 2010
Merrill Lynch May 2006 - May 2007
Merrill Lynch May 2003 - May 2006
Skills
Series 7, Uniform Combined State..., Finance, FINRA, Retirement Planning, Financial Services, Series 66, Series 9, Series 10, Securities, Wealth Management, Risk Management, Due Diligence, Financial Advisory, Salesforce.com, Asset Allocation, Reputational Risk, Customer Satisfaction, Regulatory Compliance, Marketing, Budget Management, Strategic Planning
Education
University of Florida 1999 — 2003
Decision and Information Sciences, Business Administration, Management and Operations
Andrew Goldman's Merrill Lynch Experience May 2012 - August 2012
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC September 2014 - Present
Merrill Lynch May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Leadership, Microsoft Office, Financial Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Auditing, Teamwork, Management, Investments, Financial Analysis, Accounting, Finance, Internal Controls
Education
University of Florida 2009 — 2014
Masters of Accounting
PwC September 2014 - Present
Merrill Lynch May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Leadership, Microsoft Office, Financial Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Auditing, Teamwork, Management, Investments, Financial Analysis, Accounting, Finance, Internal Controls
Education
University of Florida 2009 — 2014
Masters of Accounting
William Whittington William Whittington's Merrill Lynch Experience March 2007 - May 2011
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Black Diamond Performance Reporting, LLC March 2013 - April 2014
Merrill Edge May 2012 - August 2013
Merrill Edge August 2012 - March 2013
Merrill Lynch March 2007 - May 2011
Skills
Client Service Oriented, Series 7, Oral & Written..., Customer Satisfaction, Series 66, Learning Quickly, Team-oriented, Microsoft Excel, Performance Reporting, Analytical Capability, Friendly Personality, Intelligence, Motivated self-starter, Dependable Team Player, Finance, Technology, Client Services, Uniform Combined State..., Retirement Benefits, Retirement Planning, Retirement
Education
University of Florida 1998 — 2002
Bachelor of Health Science, Rehabilitation Services
Morgan Stanley June 2014 - Present
Black Diamond Performance Reporting, LLC March 2013 - April 2014
Merrill Edge May 2012 - August 2013
Merrill Edge August 2012 - March 2013
Merrill Lynch March 2007 - May 2011
Skills
Client Service Oriented, Series 7, Oral & Written..., Customer Satisfaction, Series 66, Learning Quickly, Team-oriented, Microsoft Excel, Performance Reporting, Analytical Capability, Friendly Personality, Intelligence, Motivated self-starter, Dependable Team Player, Finance, Technology, Client Services, Uniform Combined State..., Retirement Benefits, Retirement Planning, Retirement
Education
University of Florida 1998 — 2002
Bachelor of Health Science, Rehabilitation Services
Alex Devereaux Alex Devereaux's Merrill Lynch Experience January 2004 - October 2004
Job Vice President, Foreign Exchange Sales & Trading at SunTrust Robinson Humphrey
Industry Financial Services
Experience
The Coca-Cola Company August 2009 - October 2012
The Coca-Cola Company February 2008 - August 2009
Smith Barney October 2004 - April 2006
Merrill Lynch January 2004 - October 2004
Skills
Financial Analysis, Financial Modeling, Forecasting, Portfolio Management, Corporate Finance, Cash Management, Investments, Financial Reporting, Trading, Risk Management, Managerial Finance, Cash Flow, Bloomberg, Variance Analysis, Banking, Valuation, Sarbanes-Oxley Act, Asset Management
Education
University of Florida - Warrington College Of Business 2007 — 2008
Master of Business Administration (M.B.A.)
University of Florida 2000 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
The Coca-Cola Company August 2009 - October 2012
The Coca-Cola Company February 2008 - August 2009
Smith Barney October 2004 - April 2006
Merrill Lynch January 2004 - October 2004
Skills
Financial Analysis, Financial Modeling, Forecasting, Portfolio Management, Corporate Finance, Cash Management, Investments, Financial Reporting, Trading, Risk Management, Managerial Finance, Cash Flow, Bloomberg, Variance Analysis, Banking, Valuation, Sarbanes-Oxley Act, Asset Management
Education
University of Florida - Warrington College Of Business 2007 — 2008
Master of Business Administration (M.B.A.)
University of Florida 2000 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Elissa Krinsky, CPA's Merrill Lynch Experience May 2008 - August 2008
Job Tax Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PwC Tax ManagerPwCJuly 2015 - Present
PwC July 2012 - July 2015
PwC July 2010 - July 2012
PwC June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Tax Preparation, Corporate Tax, CPA, Tax Research, Income Tax, Financial Accounting, Sarbanes-Oxley Act, Auditing, Financial Statements, External Audit, Partnership Taxation, Tax Returns, Internal Audit, US GAAP
Education
University of Florida 2009 — 2010
Master's degree, Accounting
University of Florida 2005 — 2009
Bachelor's degree, Accounting
PwC Tax ManagerPwCJuly 2015 - Present
PwC July 2012 - July 2015
PwC July 2010 - July 2012
PwC June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Tax Preparation, Corporate Tax, CPA, Tax Research, Income Tax, Financial Accounting, Sarbanes-Oxley Act, Auditing, Financial Statements, External Audit, Partnership Taxation, Tax Returns, Internal Audit, US GAAP
Education
University of Florida 2009 — 2010
Master's degree, Accounting
University of Florida 2005 — 2009
Bachelor's degree, Accounting
Jeff Korb's Merrill Lynch Experience 2005 - 2008
Job Operations Manager at adidas group
Industry Executive Office
Experience
adidas group April 2014 - Present
FR International and UniSource Wholesale Distribution November 2013 - March 2014
Pittsburgh Glass Works, LLC June 2012 - August 2013
The TJX Companies, Inc. August 2010 - June 2012
Merrill Lynch 2005 - 2008
Pearl Laundry and Cleaners 1977 - 2004
Skills
Logistics, Driving Operational..., Project Management, Strategic Planning, Operations Management, Operational Planning, Government, Employee Training, Property Management, Microsoft Office, Public Speaking, Public Relations, Purchasing, Public Policy, Strategic Partnerships, Budgets, Business Process..., Business Development, Business Strategy, Team Building, Facilities Management, Customer Satisfaction, Fundraising, Manufacturing, Management, Leadership, Process Improvement, Training, Sales, Contract Negotiation, Recruiting, Coaching, Retail
Education
University of Evansville
Bachelor of Science (B.S.), Business Administration and Management, General
adidas group April 2014 - Present
FR International and UniSource Wholesale Distribution November 2013 - March 2014
Pittsburgh Glass Works, LLC June 2012 - August 2013
The TJX Companies, Inc. August 2010 - June 2012
Merrill Lynch 2005 - 2008
Pearl Laundry and Cleaners 1977 - 2004
Skills
Logistics, Driving Operational..., Project Management, Strategic Planning, Operations Management, Operational Planning, Government, Employee Training, Property Management, Microsoft Office, Public Speaking, Public Relations, Purchasing, Public Policy, Strategic Partnerships, Budgets, Business Process..., Business Development, Business Strategy, Team Building, Facilities Management, Customer Satisfaction, Fundraising, Manufacturing, Management, Leadership, Process Improvement, Training, Sales, Contract Negotiation, Recruiting, Coaching, Retail
Education
University of Evansville
Bachelor of Science (B.S.), Business Administration and Management, General
Melissa Tate's Merrill Lynch Experience May 2001 - February 2002
Job Sales
Industry Sports
Experience
Acushnet Company June 2007 - July 2014
Acushnet Company October 2005 - June 2007
Acushnet Company November 2004 - October 2005
Acushnet Company July 2003 - November 2004
Acushnet Company February 2002 - July 2003
Merrill Lynch May 2001 - February 2002
IMG June 2000 - July 2000
Skills
Merchandising, Retail, Product Development, Sporting Goods, Sales, Sports Marketing, Inventory Management, Sales Management, Marketing Strategy, Marketing, Golf, Sports, Event Management, Customer Service, Sponsorship
Education
University of Florida 1997 — 2001
BA
Maclay School 1984 — 1997
Acushnet Company June 2007 - July 2014
Acushnet Company October 2005 - June 2007
Acushnet Company November 2004 - October 2005
Acushnet Company July 2003 - November 2004
Acushnet Company February 2002 - July 2003
Merrill Lynch May 2001 - February 2002
IMG June 2000 - July 2000
Skills
Merchandising, Retail, Product Development, Sporting Goods, Sales, Sports Marketing, Inventory Management, Sales Management, Marketing Strategy, Marketing, Golf, Sports, Event Management, Customer Service, Sponsorship
Education
University of Florida 1997 — 2001
BA
Maclay School 1984 — 1997
Marsha Moulder Marsha Moulder's Merrill Lynch Experience March 2012 - Present
Job Client Associate for Burns Nearing Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Christopher P Tompkins, CPA January 2009 - March 2012
Skills
Outlook, Administrative..., Microsoft Excel, Office Management, QuickBooks, PowerPoint, Microsoft Word, Microsoft Office, Accounts Payable, Spreadsheets, Accounts Receivable, Invoicing, Payroll, Accounting, Office Administration
Education
University of Florida
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Merrill Lynch March 2012 - Present
Christopher P Tompkins, CPA January 2009 - March 2012
Skills
Outlook, Administrative..., Microsoft Excel, Office Management, QuickBooks, PowerPoint, Microsoft Word, Microsoft Office, Accounts Payable, Spreadsheets, Accounts Receivable, Invoicing, Payroll, Accounting, Office Administration
Education
University of Florida
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Jerry Berg, AIF®'s Merrill Lynch Experience 2005 - 2008
Job Regional Vice President | Retirement Plan Counselor | American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
American Funds January 2012 - January 2014
OneAmerica Financial Partners Inc. 2008 - 2012
Merrill Lynch 2005 - 2008
Skills
Retirement Planning, Series 7, FINRA, Financial Planners, Insurance, Finance, Mutual Funds, Series 63, 401k, Sales, Retirement, Asset Allocation, Investments, Series 6, Wealth Management, Financial Services
Education
University of Evansville 2000 — 2004
Bachelor of Science (B.S.), Global Business, Political Science
Harlaxton College 2003 — 2003
British Studies
American Funds January 2014 - Present
American Funds January 2012 - January 2014
OneAmerica Financial Partners Inc. 2008 - 2012
Merrill Lynch 2005 - 2008
Skills
Retirement Planning, Series 7, FINRA, Financial Planners, Insurance, Finance, Mutual Funds, Series 63, 401k, Sales, Retirement, Asset Allocation, Investments, Series 6, Wealth Management, Financial Services
Education
University of Evansville 2000 — 2004
Bachelor of Science (B.S.), Global Business, Political Science
Harlaxton College 2003 — 2003
British Studies
Sean Levy Sean Levy's Merrill Lynch Experience 2000 - 2003
Job General Partner at Florida Gate Masters
Industry Construction
Experience
Mid-Florida Fabrication and Powdercoating LLC July 2014 - Present
Florida Gate Masters August 2008 - Present
Palm Harbor Homes November 2005 - February 2008
Pulte Homes May 2004 - August 2004
Merrill Lynch 2000 - 2003
Merrill Lynch 2000 - 2003
Merrill Lynch 2000 - 2003
Skills
Budgets, Project Management, Real Estate, Team Building, Sales, New Business Development, Customer Service, Purchasing, Negotiation, Management, Construction, Mergers & Acquisitions, Strategy, Contract Negotiation, Business Development, Accounting, Start-ups
Education
University of Florida - Warrington College of Business Administration 2003 — 2005
MBA, Finance, Real Estate
University of Florida 1996 — 2000
BSBA, Finance and Economics
Mid-Florida Fabrication and Powdercoating LLC July 2014 - Present
Florida Gate Masters August 2008 - Present
Palm Harbor Homes November 2005 - February 2008
Pulte Homes May 2004 - August 2004
Merrill Lynch 2000 - 2003
Merrill Lynch 2000 - 2003
Merrill Lynch 2000 - 2003
Skills
Budgets, Project Management, Real Estate, Team Building, Sales, New Business Development, Customer Service, Purchasing, Negotiation, Management, Construction, Mergers & Acquisitions, Strategy, Contract Negotiation, Business Development, Accounting, Start-ups
Education
University of Florida - Warrington College of Business Administration 2003 — 2005
MBA, Finance, Real Estate
University of Florida 1996 — 2000
BSBA, Finance and Economics
Gary LoDuca, CFP®, ChFC Gary LoDuca, CFP®, ChFC's Merrill Lynch Experience 1994 - 1996
Job Founder & Chief Executive Thinker of Thoughtful Wealth Management
Industry Investment Management
Experience
Thoughtful Wealth Management February 2015 - Present
USAA March 2012 - February 2015
CA Wealth Managment Partners LLC February 2011 - March 2012
1st Global May 2008 - February 2011
LightPort, Inc. July 2007 - March 2008
Franklin Templeton Investments February 2003 - February 2006
Franklin Templeton Investments September 2000 - February 2003
Ameriprise Financial 1998 - 2000
Merrill Lynch 1994 - 1996
Skills
Financial Planning, Retirement Planning, Business Planning, Asset Protection, Risk Mitigation, Wealth Management, Investments, Insurance, Tax, Estate Planning, Asset Management, Portfolio Management, Annuities, Asset Allocation, Business Development, Financial Services, Fixed Annuities, Retirement, Risk Management, Strategic Financial...
Education
University of Florida 1985 — 1989
BS, Business Administration
Colgate Sailing School
Certified Sailing Captain, Yacht Cruising
The American College
Chartered Financial Consultant
Thoughtful Wealth Management February 2015 - Present
USAA March 2012 - February 2015
CA Wealth Managment Partners LLC February 2011 - March 2012
1st Global May 2008 - February 2011
LightPort, Inc. July 2007 - March 2008
Franklin Templeton Investments February 2003 - February 2006
Franklin Templeton Investments September 2000 - February 2003
Ameriprise Financial 1998 - 2000
Merrill Lynch 1994 - 1996
Skills
Financial Planning, Retirement Planning, Business Planning, Asset Protection, Risk Mitigation, Wealth Management, Investments, Insurance, Tax, Estate Planning, Asset Management, Portfolio Management, Annuities, Asset Allocation, Business Development, Financial Services, Fixed Annuities, Retirement, Risk Management, Strategic Financial...
Education
University of Florida 1985 — 1989
BS, Business Administration
Colgate Sailing School
Certified Sailing Captain, Yacht Cruising
The American College
Chartered Financial Consultant
Pete Liao, CLU ®, CLTC Pete Liao, CLU ®, CLTC's Merrill Lynch Experience April 1997 - April 1999
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2010 - Present
Northwestern Mutual June 2009 - November 2010
Bank of America April 1999 - April 2009
Merrill Lynch April 1997 - April 1999
Skills
Bloomberg
Education
University of Florida 1992 — 1996
Bachelor, Business Administration
Northwestern Mutual November 2010 - Present
Northwestern Mutual June 2009 - November 2010
Bank of America April 1999 - April 2009
Merrill Lynch April 1997 - April 1999
Skills
Bloomberg
Education
University of Florida 1992 — 1996
Bachelor, Business Administration
Scott Gluckstern Scott Gluckstern's Merrill Lynch Experience June 2008 - January 2009
Job Medical Sales Rep at Henry Schein
Industry Medical Devices
Experience
Henry Schein April 2012 - Present
NAI/Merin Hunter Codman March 2010 - April 2012
Merrill Lynch June 2008 - January 2009
Skills
Real Estate, Financial Analysis, Selling, Property Management, Contract Negotiation, Negotiation, Sales, Portfolio Management, Market Analysis, Business Development, New Business Development, Marketing, Retail, Strategic Planning, Microsoft Excel, Account Management, Leases, Due Diligence, Mergers, Sales Management
Education
University of Florida 2004 — 2008
Bachelors, Marketing
Henry Schein April 2012 - Present
NAI/Merin Hunter Codman March 2010 - April 2012
Merrill Lynch June 2008 - January 2009
Skills
Real Estate, Financial Analysis, Selling, Property Management, Contract Negotiation, Negotiation, Sales, Portfolio Management, Market Analysis, Business Development, New Business Development, Marketing, Retail, Strategic Planning, Microsoft Excel, Account Management, Leases, Due Diligence, Mergers, Sales Management
Education
University of Florida 2004 — 2008
Bachelors, Marketing
Lauren Dooley's Merrill Lynch Experience June 2008 - October 2008
Job Sales Manager at Ponte Vedra Beach Resorts Ponte Vedra Inn & Club, The Lodge & Club
Industry Hospitality
Experience
Ponte Vedra Beach Resorts September 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. January 2009 - August 2012
Merrill Lynch June 2008 - October 2008
Skills
Hotels, Revenue Analysis, Meeting Planning, Hospitality, Tourism, Sales Management, New Business Development, Customer Satisfaction, Hospitality Industry, Food & Beverage, Travel Management, Trade Shows, Hospitality Management, Convention Services, Marketing, Micros, Menu Development, Public Relations, Budgets, Social Media, Customer Service, Marketing Strategy, Account Management, Social Media Marketing, Event Management, Team Building, Market Planning, Event Planning, Online Marketing, Strategic Planning, Contract Negotiation, Online Advertising, Email Marketing, Hotel Management, Yield Management, Management, Leadership, Social Networking, Corporate Events, Resorts, Selling, Negotiation, Catering, Banquets, Advertising, Luxury, Front Office, Lodging, Direct Sales, Restaurants
Education
University of Florida 2004 — 2008
Ponte Vedra Beach Resorts September 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. January 2009 - August 2012
Merrill Lynch June 2008 - October 2008
Skills
Hotels, Revenue Analysis, Meeting Planning, Hospitality, Tourism, Sales Management, New Business Development, Customer Satisfaction, Hospitality Industry, Food & Beverage, Travel Management, Trade Shows, Hospitality Management, Convention Services, Marketing, Micros, Menu Development, Public Relations, Budgets, Social Media, Customer Service, Marketing Strategy, Account Management, Social Media Marketing, Event Management, Team Building, Market Planning, Event Planning, Online Marketing, Strategic Planning, Contract Negotiation, Online Advertising, Email Marketing, Hotel Management, Yield Management, Management, Leadership, Social Networking, Corporate Events, Resorts, Selling, Negotiation, Catering, Banquets, Advertising, Luxury, Front Office, Lodging, Direct Sales, Restaurants
Education
University of Florida 2004 — 2008
Craig Vassell's Merrill Lynch Experience June 2015 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Verizon Wireless April 2014 - May 2015
Verizon Wireless January 2012 - March 2014
Skills
Wealth Management, Financial Planning, Financial Markets, Investment Advisory, Securities, Retirement Planning, Financial Advisory, Investments, Mutual Funds, Asset Management, Customer Retention, Sales, Solution Selling, Account Management, Sales Management, Direct Sales, Cold Calling, Customer Experience, Sales Operations, Customer Satisfaction
Education
University of Florida 2007 — 2011
Bachelor of Science (BS), Psychology
Merrill Lynch June 2015 - Present
Verizon Wireless April 2014 - May 2015
Verizon Wireless January 2012 - March 2014
Skills
Wealth Management, Financial Planning, Financial Markets, Investment Advisory, Securities, Retirement Planning, Financial Advisory, Investments, Mutual Funds, Asset Management, Customer Retention, Sales, Solution Selling, Account Management, Sales Management, Direct Sales, Cold Calling, Customer Experience, Sales Operations, Customer Satisfaction
Education
University of Florida 2007 — 2011
Bachelor of Science (BS), Psychology
Devi Karunakaran's Merrill Lynch Experience February 2004 - February 2005
Job Senior Software Engineer at Priceline.com
Industry Financial Services
Experience
Priceline.com Software Engineer, Finance ITPriceline.comMarch 2012 - February 2014
UBS IB February 2005 - November 2010
Merrill Lynch February 2004 - February 2005
Skills
Perl
Education
University of Florida 2001 — 2003
M.S, Computer Science
Priceline.com Software Engineer, Finance ITPriceline.comMarch 2012 - February 2014
UBS IB February 2005 - November 2010
Merrill Lynch February 2004 - February 2005
Skills
Perl
Education
University of Florida 2001 — 2003
M.S, Computer Science
Chad Fairchild's Merrill Lynch Experience January 1999 - January 2000
Job Assistant Manager Hedge Fund Accounting at Circle Partners
Industry Accounting
Experience
Circle Partners May 2008 - Present
Pinnacle Fund Administration, LLC May 2007 - May 2008
Bank of New York Mellon October 2001 - May 2007
Morgan Stanley Online June 2000 - October 2001
Merrill Lynch January 1999 - January 2000
Prudential Securities August 1997 - March 1998
Skills
Hedge Fund Accounting, Advent Geneva, Partnership Accounting, Bloomberg, Financial Statements, Team Building, Microsoft Excel, US GAAP reporting, IFRS, Swaps, Bank debt, Equities, Options, FX Options, Forwards, Futures, Hedge Funds, Fund Accounting, Alternative Investments, Fund Administration, Fund Of Funds, Derivatives, Fixed Income, Mutual Funds, Finance, Investments
Education
University of Florida 1995 — 1997
BSBA, Business Economics
Circle Partners May 2008 - Present
Pinnacle Fund Administration, LLC May 2007 - May 2008
Bank of New York Mellon October 2001 - May 2007
Morgan Stanley Online June 2000 - October 2001
Merrill Lynch January 1999 - January 2000
Prudential Securities August 1997 - March 1998
Skills
Hedge Fund Accounting, Advent Geneva, Partnership Accounting, Bloomberg, Financial Statements, Team Building, Microsoft Excel, US GAAP reporting, IFRS, Swaps, Bank debt, Equities, Options, FX Options, Forwards, Futures, Hedge Funds, Fund Accounting, Alternative Investments, Fund Administration, Fund Of Funds, Derivatives, Fixed Income, Mutual Funds, Finance, Investments
Education
University of Florida 1995 — 1997
BSBA, Business Economics
Brett Silverman's Merrill Lynch Experience August 2002 - May 2005
Job Trader
Industry Investment Management
Experience
Calixto Global Investors September 2015 - Present
George Weiss Associates March 2013 - December 2014
Tiger Management October 2006 - March 2013
Reynders Gray & Co November 2005 - September 2006
Merrill Lynch August 2002 - May 2005
Skills
Hedge Funds, Equities, Trading, Electronic Trading, Fixed Income, Investments, Bloomberg, Options, Derivatives, Securities, FX, Equity Trading, Capital Markets, Stocks, Hedging, Equity Derivatives, Swaps
Education
University of Florida 1998 — 2002
Calixto Global Investors September 2015 - Present
George Weiss Associates March 2013 - December 2014
Tiger Management October 2006 - March 2013
Reynders Gray & Co November 2005 - September 2006
Merrill Lynch August 2002 - May 2005
Skills
Hedge Funds, Equities, Trading, Electronic Trading, Fixed Income, Investments, Bloomberg, Options, Derivatives, Securities, FX, Equity Trading, Capital Markets, Stocks, Hedging, Equity Derivatives, Swaps
Education
University of Florida 1998 — 2002
Jeff Rhymer's Merrill Lynch Experience June 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2007 - Present
Skills
Strategic Financial..., Financial Analysis, Asset Managment, Wealth, Public Speaking, Management, Portfolio Management, Marketing, Finance
Education
University of Evansville 1998 — 2002
Merrill Lynch June 2007 - Present
Skills
Strategic Financial..., Financial Analysis, Asset Managment, Wealth, Public Speaking, Management, Portfolio Management, Marketing, Finance
Education
University of Evansville 1998 — 2002
John Prow's Merrill Lynch Experience November 1998 - Present
Job Account Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1998 - Present
Mac's Soccer Shack August 1997 - November 1998
Sacramento Knights July 1994 - June 1997
Education
University of Evansville 1987 — 1991
Bachelor of Science in Business Administration, Management - Marketing
Merrill Lynch November 1998 - Present
Mac's Soccer Shack August 1997 - November 1998
Sacramento Knights July 1994 - June 1997
Education
University of Evansville 1987 — 1991
Bachelor of Science in Business Administration, Management - Marketing
Alonso Castillo's Merrill Lynch Experience 2006 - 2009
Job Director of Business Development, T&D at BHI Energy
Industry Utilities
Experience
BHI Energy July 2015 - Present
EFACEC May 2009 - July 2015
Merrill Lynch 2006 - 2009
General Electric 2002 - 2006
ACYL Consultores 1999 - 2002
Siemens 1994 - 1999
Skills
Business Planning, CRM, Product Development, Telecommunications, Team Management, Key Account Management, Sales, Energy, Business Strategy, Strategic Planning, New Business Development, Business Development, Manufacturing, Negotiation, Sales Management, Integration, Contract Negotiation, Team Leadership, Project Management, International Sales, Sales Presentations, Smart Grid, Cross-functional Team..., Strategic Partnerships, International Business, Competitive Analysis, Business Analysis, SCADA, Account Management, Entrepreneurship, Leadership, Management, Strategy, P&L Management, Marketing Strategy, Training, Engineering
Education
University of Florida - Warrington College of Business Administration 2004 — 2006
MBA, General Management
University of Florida 1990 — 1994
BS Electrical Engineering, Electrical, Electronics and Communications Engineering
Escuela Americana San Salvador, ES
Escuela Americana San Salvador, ES
BHI Energy July 2015 - Present
EFACEC May 2009 - July 2015
Merrill Lynch 2006 - 2009
General Electric 2002 - 2006
ACYL Consultores 1999 - 2002
Siemens 1994 - 1999
Skills
Business Planning, CRM, Product Development, Telecommunications, Team Management, Key Account Management, Sales, Energy, Business Strategy, Strategic Planning, New Business Development, Business Development, Manufacturing, Negotiation, Sales Management, Integration, Contract Negotiation, Team Leadership, Project Management, International Sales, Sales Presentations, Smart Grid, Cross-functional Team..., Strategic Partnerships, International Business, Competitive Analysis, Business Analysis, SCADA, Account Management, Entrepreneurship, Leadership, Management, Strategy, P&L Management, Marketing Strategy, Training, Engineering
Education
University of Florida - Warrington College of Business Administration 2004 — 2006
MBA, General Management
University of Florida 1990 — 1994
BS Electrical Engineering, Electrical, Electronics and Communications Engineering
Escuela Americana San Salvador, ES
Escuela Americana San Salvador, ES
Aaron Wauters's Merrill Lynch Experience
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Retirement Planning
Education
University of Dubuque 1994 — 1998
Merrill Lynch
Skills
Retirement Planning
Education
University of Dubuque 1994 — 1998
Apoorva Arvind's Merrill Lynch Experience 2008 - 2009
Job Analytic Consultant at Truven Health Analytics
Industry Hospital & Health Care
Experience
Truven Health Analytics January 2014 - Present
Theramedic Rehab Inc. May 2011 - December 2013
Morgan Stanley Smith Barney 2010 - 2011
University of Evansville February 2006 - May 2010
Merrill Lynch 2008 - 2009
Skills
Microsoft Excel, Strategic Financial..., Healthcare Management, Financial Analysis, Access, Leadership, Management, Budgets, Risk Management, Business Planning, Training, Financial Reporting, Accounting, Corporate Finance, Operations Management, Entrepreneurship, Finance, Research, Investments, PowerPoint, Banking, Policy, Portfolio Management, Data Analysis, Analysis, Customer Service, Financial Modeling, Business Analysis, Analytics, Healthcare, Financial Planning
Education
University of Evansville 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, Finance
Truven Health Analytics January 2014 - Present
Theramedic Rehab Inc. May 2011 - December 2013
Morgan Stanley Smith Barney 2010 - 2011
University of Evansville February 2006 - May 2010
Merrill Lynch 2008 - 2009
Skills
Microsoft Excel, Strategic Financial..., Healthcare Management, Financial Analysis, Access, Leadership, Management, Budgets, Risk Management, Business Planning, Training, Financial Reporting, Accounting, Corporate Finance, Operations Management, Entrepreneurship, Finance, Research, Investments, PowerPoint, Banking, Policy, Portfolio Management, Data Analysis, Analysis, Customer Service, Financial Modeling, Business Analysis, Analytics, Healthcare, Financial Planning
Education
University of Evansville 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, Finance
Christy Drabin's Merrill Lynch Experience May 1994 - March 2004
Job Training & Certification Manager at Hogan Assessment Systems
Industry Program Development
Experience
Hogan Assessment Systems November 2009 - September 2015
Merrill Lynch May 1994 - March 2004
Education
University of North Florida 1996 — 1999
Masters of Business Administration (MBA)
University of Florida 1990 — 1993
Bachelor of Science (B.S.), Business Management
Hogan Assessment Systems November 2009 - September 2015
Merrill Lynch May 1994 - March 2004
Education
University of North Florida 1996 — 1999
Masters of Business Administration (MBA)
University of Florida 1990 — 1993
Bachelor of Science (B.S.), Business Management
David Jankowitz's Merrill Lynch Experience March 2008 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2008 - Present
Smith Barney August 1999 - March 2008
Greenspoon Marder, P.A. 1994 - 1999
Skills
Equities, Estate Planning, Finance, Fixed Income, Investment Banking, Investments, Portfolio Management, Series 7, Strategy, Wealth Management, Securities
Education
University of Florida - Fredric G. Levin College of Law 1991 — 1994
JD, Law
University of Florida
University of Florida
Merrill Lynch March 2008 - Present
Smith Barney August 1999 - March 2008
Greenspoon Marder, P.A. 1994 - 1999
Skills
Equities, Estate Planning, Finance, Fixed Income, Investment Banking, Investments, Portfolio Management, Series 7, Strategy, Wealth Management, Securities
Education
University of Florida - Fredric G. Levin College of Law 1991 — 1994
JD, Law
University of Florida
University of Florida
John Wyllys's Merrill Lynch Experience June 1976 - October 2000
Job Director, Regional Brokerage Services at Emerald Allocation Strategies, LLC
Industry Financial Services
Experience
Emerald Allocation Strategies, LLC July 2011 - December 2012
SurroundFX January 2009 - December 2012
Ryan Beck & Co. February 2001 - June 2007
Merrill Lynch June 1976 - October 2000
Education
University of Florida 1967 — 1971
BSADV, Advertising
Emerald Allocation Strategies, LLC July 2011 - December 2012
SurroundFX January 2009 - December 2012
Ryan Beck & Co. February 2001 - June 2007
Merrill Lynch June 1976 - October 2000
Education
University of Florida 1967 — 1971
BSADV, Advertising
Robert Zakem's Merrill Lynch Experience August 2006 - December 2008
Job Director at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP July 2015 - Present
RidgeWorth Investments May 2011 - July 2015
Bank of America January 2009 - April 2011
Merrill Lynch August 2006 - December 2008
UBS Wealth Management December 2004 - July 2006
AIG SunAmerica Asset Management March 1992 - December 2004
Skills
Mutual Funds, Hedge Funds, Asset Management, Private Equity, Due Diligence, Risk Management, Governance, Compliance, Regulatory Compliance
Education
University of Wisconsin Law School 1984 — 1987
Juris Doctor (J.D.), Law
University of Detroit Mercy 1976 — 1980
Bachelor's Degree, Accounting
Deloitte & Touche LLP July 2015 - Present
RidgeWorth Investments May 2011 - July 2015
Bank of America January 2009 - April 2011
Merrill Lynch August 2006 - December 2008
UBS Wealth Management December 2004 - July 2006
AIG SunAmerica Asset Management March 1992 - December 2004
Skills
Mutual Funds, Hedge Funds, Asset Management, Private Equity, Due Diligence, Risk Management, Governance, Compliance, Regulatory Compliance
Education
University of Wisconsin Law School 1984 — 1987
Juris Doctor (J.D.), Law
University of Detroit Mercy 1976 — 1980
Bachelor's Degree, Accounting
Ryan Dobbert's Merrill Lynch Experience May 2003 - November 2009
Job Training Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Merrill Lynch May 2003 - November 2009
Skills
Series 7, Series 66, Series 3, Series 63, Mutual Funds, Securities, Wealth Management, Retirement Planning, Retirement, Asset Allocation, Fixed Income, Equities, Options, Investments, Fixed Annuities
Education
University of Florida 1998 — 2003
Bachelor of Science (B.S.)
Morgan Stanley September 2010 - Present
Merrill Lynch May 2003 - November 2009
Skills
Series 7, Series 66, Series 3, Series 63, Mutual Funds, Securities, Wealth Management, Retirement Planning, Retirement, Asset Allocation, Fixed Income, Equities, Options, Investments, Fixed Annuities
Education
University of Florida 1998 — 2003
Bachelor of Science (B.S.)
Robert Manners's Merrill Lynch Experience April 2009 - February 2010
Job Team Lead at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Merrill Edge May 2011 - August 2012
Merrill Edge February 2010 - May 2011
Merrill Lynch April 2009 - February 2010
Merrill Lynch 2006 - 2009
Skills
Series 24, Series 7, Retirement Planning, Mutual Funds, FINRA, Asset Allocation, Investments, Uniform Combined State..., Wealth Management, Securities, Portfolio Management, Financial Advisory
Education
University of Florida 2002 — 2006
Druid Hills
Merrill Edge August 2012 - Present
Merrill Edge May 2011 - August 2012
Merrill Edge February 2010 - May 2011
Merrill Lynch April 2009 - February 2010
Merrill Lynch 2006 - 2009
Skills
Series 24, Series 7, Retirement Planning, Mutual Funds, FINRA, Asset Allocation, Investments, Uniform Combined State..., Wealth Management, Securities, Portfolio Management, Financial Advisory
Education
University of Florida 2002 — 2006
Druid Hills
Daryl Blake's Merrill Lynch Experience July 1999 - December 2001
Job Business Analyst at PHH
Industry Banking
Experience
PHH August 2010 - Present
PHH Mortgage December 2001 - August 2010
Merrill Lynch July 1999 - December 2001
Regions Financial Corporation March 1996 - July 1999
Skills
Credit, Financial Analysis, Financial Modeling
Education
University of Florida 2010 — 2012
MBA
University of West Florida
B.A., Political Science
PHH August 2010 - Present
PHH Mortgage December 2001 - August 2010
Merrill Lynch July 1999 - December 2001
Regions Financial Corporation March 1996 - July 1999
Skills
Credit, Financial Analysis, Financial Modeling
Education
University of Florida 2010 — 2012
MBA
University of West Florida
B.A., Political Science
Curtis Henson's Merrill Lynch Experience February 2006 - June 2012
Job Wealth Advisory, Managing Director
Industry Financial Services
Experience
Merrill Lynch February 2006 - June 2012
AIG VALIC 1981 - 2006
Education
University of Florida 1976 — 1979
Finance, General
Chaminade high school
Merrill Lynch February 2006 - June 2012
AIG VALIC 1981 - 2006
Education
University of Florida 1976 — 1979
Finance, General
Chaminade high school
David Bunger's Merrill Lynch Experience January 2004 - May 2004
Job HR Operations Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group August 2014 - Present
Janus Capital Group February 2007 - Present
Janus Capital Group December 2005 - February 2007
Merrill Lynch January 2004 - May 2004
Virginia Commonwealth University January 2003 - May 2004
The Jefferson Hotel March 2000 - August 2002
Skills
Instituional Client..., Data Management, Client Relations Skills, Reporting & Analysis, Mutual Funds, Process Improvement, Vendor Management
Education
Virginia Commonwealth University 2002 — 2004
MS, Finance
University of Florida 1991 — 1995
BS, Microbiology
Janus Capital Group August 2014 - Present
Janus Capital Group February 2007 - Present
Janus Capital Group December 2005 - February 2007
Merrill Lynch January 2004 - May 2004
Virginia Commonwealth University January 2003 - May 2004
The Jefferson Hotel March 2000 - August 2002
Skills
Instituional Client..., Data Management, Client Relations Skills, Reporting & Analysis, Mutual Funds, Process Improvement, Vendor Management
Education
Virginia Commonwealth University 2002 — 2004
MS, Finance
University of Florida 1991 — 1995
BS, Microbiology
Glen Schwesinger's Merrill Lynch Experience March 2000 - September 2008
Job Financial Consultant at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Peopleflex 2000 - 2009
Merrill Lynch March 2000 - September 2008
Education
University of Florida 1996 — 1999
Finance
community school of naples 1992 — 1996
UBS September 2008 - Present
Peopleflex 2000 - 2009
Merrill Lynch March 2000 - September 2008
Education
University of Florida 1996 — 1999
Finance
community school of naples 1992 — 1996
Brad Mattila's Merrill Lynch Experience July 2011 - December 2012
Job Underwriter
Industry Banking
Experience
JPMorgan Chase January 2013 - Present
Merrill Lynch July 2011 - December 2012
Skills
Mortgage Banking, Equities, Credit, Investments, Portfolio Management, Hedge Funds, Financial Analysis, Mortgage Lending, Loans
Education
University of Florida 1998 — 2002
BSBA
JPMorgan Chase January 2013 - Present
Merrill Lynch July 2011 - December 2012
Skills
Mortgage Banking, Equities, Credit, Investments, Portfolio Management, Hedge Funds, Financial Analysis, Mortgage Lending, Loans
Education
University of Florida 1998 — 2002
BSBA
Karen Graham, MBA's Merrill Lynch Experience 2004 - 2009
Job Consultant
Industry Banking
Experience
Merrill Lynch 2004 - 2009
Bank of America 2004 - 2009
2008 Banking Center 2004 - 2009
Serologicals January 2003 - January 2004
Convergys 1999 - 2000
The Ritz-Carlton Hotel Company LLC January 1998 - January 1999
Skills
Financial Services, Leadership, Financial Modeling, Fixed Income, Portfolio Management, Business Analysis, Consulting, Banking, Process Improvement, Change Management, SAP, Risk Management, Mergers, Training, Strategic Planning, CRM, Business Process
Education
Pfeiffer University 2011 — 2012
Master of Business Administration (MBA)
University of Florida 1992 — 1996
BA, Political Science
Merrill Lynch 2004 - 2009
Bank of America 2004 - 2009
2008 Banking Center 2004 - 2009
Serologicals January 2003 - January 2004
Convergys 1999 - 2000
The Ritz-Carlton Hotel Company LLC January 1998 - January 1999
Skills
Financial Services, Leadership, Financial Modeling, Fixed Income, Portfolio Management, Business Analysis, Consulting, Banking, Process Improvement, Change Management, SAP, Risk Management, Mergers, Training, Strategic Planning, CRM, Business Process
Education
Pfeiffer University 2011 — 2012
Master of Business Administration (MBA)
University of Florida 1992 — 1996
BA, Political Science
Steven A. Rosenberg's Merrill Lynch Experience November 1994 - October 2008
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2008 - Present
Merrill lynch November 1994 - October 2008
Skills
Asset Management, Series 7, Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, ETFs, Options, Private Equity, Investment Strategies, Asset Allocation, Industry Analysis, Credit, Asset Managment, Competitive Analysis, Wealth Management, Mutual Funds, Investments, Series 63, Equities, Management, Investment Advisory, Retirement Planning, Securities, Strategic Planning, Valuation
Education
University of Florida 1984 — 1986
University of Florida
Morgan Stanley Wealth Management October 2008 - Present
Merrill lynch November 1994 - October 2008
Skills
Asset Management, Series 7, Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, ETFs, Options, Private Equity, Investment Strategies, Asset Allocation, Industry Analysis, Credit, Asset Managment, Competitive Analysis, Wealth Management, Mutual Funds, Investments, Series 63, Equities, Management, Investment Advisory, Retirement Planning, Securities, Strategic Planning, Valuation
Education
University of Florida 1984 — 1986
University of Florida
Patrick Kosanke, CRPC's Merrill Lynch Experience April 2000 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2000 - Present
Education
University of Detroit Mercy 1998 — 2002
Bachelor's degree, Finance and Marketing
Merrill Lynch April 2000 - Present
Education
University of Detroit Mercy 1998 — 2002
Bachelor's degree, Finance and Marketing
Mark S. Fein's Merrill Lynch Experience September 2004 - February 2009
Job Director of Business Development at Velocity Processing specializing in credit card processing. 3055276275
Industry Financial Services
Experience
Velocity Processing November 2013 - Present
Emerald Asset Advisors, LLC December 2011 - September 2013
Merrill Lynch September 2004 - February 2009
Morgan Stanley September 1998 - August 2004
Skills
Merchant Services, Merchant Card Processing, Credit Card Transaction..., New Business Development, Business Development, Client Development, Strategic Alliances, Investments, Strategic Financial..., Wealth Management, Financial Services, Key Account Acquisition..., Strategic Prospecting, Strategic Planning, Due Diligence, Strategy, Business Planning, Customer Oriented, Customer Success, Alternative Investments, Asset Management, Entrepreneurship, Financial Planning, Leadership, Management, Marketing
Education
University of Florida 1990 — 1994
BS, Psychology
Hollywood Hills High School 1987 — 1990
High School Diploma, 9-12
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
Velocity Processing November 2013 - Present
Emerald Asset Advisors, LLC December 2011 - September 2013
Merrill Lynch September 2004 - February 2009
Morgan Stanley September 1998 - August 2004
Skills
Merchant Services, Merchant Card Processing, Credit Card Transaction..., New Business Development, Business Development, Client Development, Strategic Alliances, Investments, Strategic Financial..., Wealth Management, Financial Services, Key Account Acquisition..., Strategic Prospecting, Strategic Planning, Due Diligence, Strategy, Business Planning, Customer Oriented, Customer Success, Alternative Investments, Asset Management, Entrepreneurship, Financial Planning, Leadership, Management, Marketing
Education
University of Florida 1990 — 1994
BS, Psychology
Hollywood Hills High School 1987 — 1990
High School Diploma, 9-12
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
University of Florida
Bachelor's degree, Psychology
Ken McNamara's Merrill Lynch Experience 2001 - Present
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2001 - Present
Skills
Series 7, Series 63, Mutual Funds, Investments, Investment Advisory, Uniform Combined State..., Asset Allocation, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, 401k, Alternative Investments, Estate Planning, Investment Strategies
Education
University of Evansville
Merrill Lynch 2001 - Present
Skills
Series 7, Series 63, Mutual Funds, Investments, Investment Advisory, Uniform Combined State..., Asset Allocation, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, 401k, Alternative Investments, Estate Planning, Investment Strategies
Education
University of Evansville
Mitch Hirsch's Merrill Lynch Experience December 2011 - October 2013
Job Senior Financial Advisor at Everglades Parkland Advisors LLC
Industry Financial Services
Experience
Everglades Parkland Advisors LLC October 2013 - Present
Merrill Lynch December 2011 - October 2013
Skills
Investments, Retirement Planning, Asset Management, Mutual Funds, Risk Management, Finance, Strategic Planning, Insurance, Life Insurance, Hedge Funds, Retirement, Estate Planning...
Education
University of Florida 1981 — 1983
B. S. In Business Administration, Finance
University of South Florida 1979 — 1981
Associate's Degree, Accounting and Finance
Everglades Parkland Advisors LLC October 2013 - Present
Merrill Lynch December 2011 - October 2013
Skills
Investments, Retirement Planning, Asset Management, Mutual Funds, Risk Management, Finance, Strategic Planning, Insurance, Life Insurance, Hedge Funds, Retirement, Estate Planning...
Education
University of Florida 1981 — 1983
B. S. In Business Administration, Finance
University of South Florida 1979 — 1981
Associate's Degree, Accounting and Finance
Jeff Armstrong, AIF's Merrill Lynch Experience June 2004 - July 2005
Job Senior Vice President at The Bank of Tampa
Industry Banking
Experience
The Bank of Tampa 2005 - Present
Merrill Lynch June 2004 - July 2005
AmSouth Bank 1997 - 2004
SunTrust Bank 1987 - 1997
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Banking, Credit Analysis, Loans, Wealth Management, Investments, Credit, Consumer Lending, Refinance, Mergers & Acquisitions, Portfolio Management, Strategic Financial..., Finance, Commercial Mortgages, Financial Analysis, Loan Origination, Due Diligence, Mortgage Lending, Asset Management, Retail Banking, Lines Of Credit, Executive Management, Treasury Management, Financial Modeling, Insurance, Real Estate Economics, Underwriting, Asset Based Lending, Real Estate, Risk Management, Financial Planning
Education
University of Florida 1985 — 1987
Business, Finance
The Bank of Tampa 2005 - Present
Merrill Lynch June 2004 - July 2005
AmSouth Bank 1997 - 2004
SunTrust Bank 1987 - 1997
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Banking, Credit Analysis, Loans, Wealth Management, Investments, Credit, Consumer Lending, Refinance, Mergers & Acquisitions, Portfolio Management, Strategic Financial..., Finance, Commercial Mortgages, Financial Analysis, Loan Origination, Due Diligence, Mortgage Lending, Asset Management, Retail Banking, Lines Of Credit, Executive Management, Treasury Management, Financial Modeling, Insurance, Real Estate Economics, Underwriting, Asset Based Lending, Real Estate, Risk Management, Financial Planning
Education
University of Florida 1985 — 1987
Business, Finance
Allen Barnes's Merrill Lynch Experience February 1998 - April 2001
Job Sales at Washington Energy Services
Industry Consumer Services
Experience
Washington Energy Services June 2006 - Present
Merrill Lynch February 1998 - April 2001
ReHabitat Inc May 1990 - February 1994
Education
University of Florida 1959 — 1962
Bus Ad
Washington Energy Services June 2006 - Present
Merrill Lynch February 1998 - April 2001
ReHabitat Inc May 1990 - February 1994
Education
University of Florida 1959 — 1962
Bus Ad
Frank Blandon's Merrill Lynch Experience August 2010 - December 2010
Job Java Developer at Kobie Marketing
Industry Computer Software
Experience
Kobie Marketing March 2015 - Present
JPMorgan Chase January 2011 - March 2015
Merrill Lynch August 2010 - December 2010
Skills
Java, Eclipse, Maven, Spring, jQuery, Java Enterprise Edition, Python, Play Framework, CSS, JavaScript, Android Development, SQL, VBA
Education
University of Florida 2006 — 2010
Bachelor's Degree, Computer Science
Kobie Marketing March 2015 - Present
JPMorgan Chase January 2011 - March 2015
Merrill Lynch August 2010 - December 2010
Skills
Java, Eclipse, Maven, Spring, jQuery, Java Enterprise Edition, Python, Play Framework, CSS, JavaScript, Android Development, SQL, VBA
Education
University of Florida 2006 — 2010
Bachelor's Degree, Computer Science
Adolfo Cordon's Merrill Lynch Experience October 2011 - 2013
Job Business Development Manager at Louisville Ladder Inc
Industry Business Supplies and Equipment
Experience
Louisville Ladder Inc August 2014 - Present
Louisville Ladder Inc June 2013 - August 2014
Merrill Lynch October 2011 - 2013
Bank of America April 2011 - October 2011
Bank of America February 2010 - April 2011
AIG American General July 2008 - September 2009
Guatexport August 2006 - June 2008
Grupo II Publicidad May 2006 - August 2006
Skills
Series 7, Series 66, Account Management, Banking, Business Management, Negotiation, Bilingual-Spanish, Marketing Strategy, Social Media Marketing, Marketing Research, Marketing Communications, Department Budgeting, Investments, Management, Financial Analysis, Strategic Planning, Business Strategy, Pricing Strategy, Pricing Analysis, Pricing Optimization, Sales Commissions, Quarterly Reporting, Business Development, Rebates, CRM Integration, Financial Services, New Business Development, Sales Management, Budgets, Cold Calling, Business Planning, Pricing, Social Networking, Advertising, Customer Satisfaction, Time Management, Market Research, Marketing
Education
University of Evansville 2005 — 2008
BS Business Administrations, Marketing
Colegio Interamericano
High school
Louisville Ladder Inc August 2014 - Present
Louisville Ladder Inc June 2013 - August 2014
Merrill Lynch October 2011 - 2013
Bank of America April 2011 - October 2011
Bank of America February 2010 - April 2011
AIG American General July 2008 - September 2009
Guatexport August 2006 - June 2008
Grupo II Publicidad May 2006 - August 2006
Skills
Series 7, Series 66, Account Management, Banking, Business Management, Negotiation, Bilingual-Spanish, Marketing Strategy, Social Media Marketing, Marketing Research, Marketing Communications, Department Budgeting, Investments, Management, Financial Analysis, Strategic Planning, Business Strategy, Pricing Strategy, Pricing Analysis, Pricing Optimization, Sales Commissions, Quarterly Reporting, Business Development, Rebates, CRM Integration, Financial Services, New Business Development, Sales Management, Budgets, Cold Calling, Business Planning, Pricing, Social Networking, Advertising, Customer Satisfaction, Time Management, Market Research, Marketing
Education
University of Evansville 2005 — 2008
BS Business Administrations, Marketing
Colegio Interamericano
High school
Robert Feigenbaum's Merrill Lynch Experience January 1974 - June 2006
Job Portfolio Manager, Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2006 - Present
Merrill Lynch January 1974 - June 2006
Skills
Business Analysis
Education
University of Miami 1963 — 1964
BS, Zoology
University of Florida 1962 — 1963
AB, Zoology
Beach High
Beach High
UBS Financial Services June 2006 - Present
Merrill Lynch January 1974 - June 2006
Skills
Business Analysis
Education
University of Miami 1963 — 1964
BS, Zoology
University of Florida 1962 — 1963
AB, Zoology
Beach High
Beach High
Lauren MacFarquhar's Merrill Lynch Experience January 2004 - May 2004
Job Pricing Specialist at FedEx
Industry Package/Freight Delivery
Experience
FedEx Freight August 2009 - Present
FedEx National LTL October 2008 - June 2009
FedEx National LTL July 2006 - September 2008
Beach and Luxury Realty October 2005 - June 2006
Ardor Realty Corporation March 2005 - August 2005
Highland Financial Holdings August 2004 - March 2005
Merrill Lynch January 2004 - May 2004
Paradigm Properties December 2003 - May 2004
Diehlman Financial Services August 2000 - August 2003
Education
University of Florida
on MBA
University of Florida
Bachelor of Science, Finance
FedEx Freight August 2009 - Present
FedEx National LTL October 2008 - June 2009
FedEx National LTL July 2006 - September 2008
Beach and Luxury Realty October 2005 - June 2006
Ardor Realty Corporation March 2005 - August 2005
Highland Financial Holdings August 2004 - March 2005
Merrill Lynch January 2004 - May 2004
Paradigm Properties December 2003 - May 2004
Diehlman Financial Services August 2000 - August 2003
Education
University of Florida
on MBA
University of Florida
Bachelor of Science, Finance
Jason Virgilio's Merrill Lynch Experience 2002 - 2005
Job
Industry
Experience
Merrill Lynch 2002 - 2005
Education
University of Florida
Merrill Lynch 2002 - 2005
Education
University of Florida
Pat Maillis's Merrill Lynch Experience July 1990 - August 2001
Job Director, Employee Services at JEA
Industry Utilities
Experience
JEA May 2013 - Present
Jabil November 2010 - May 2013
Self Employed November 2009 - October 2010
CSX January 2005 - December 2008
Merrill Lynch July 1990 - August 2001
Skills
CCP-Certified..., PHR-SHRM, PeopleSoft, Oracle HR, SAP
Education
University of Florida 1983 — 1987
Bachelor of Arts, Sociology
Bishop Kenny High School 1979 — 1983
JEA May 2013 - Present
Jabil November 2010 - May 2013
Self Employed November 2009 - October 2010
CSX January 2005 - December 2008
Merrill Lynch July 1990 - August 2001
Skills
CCP-Certified..., PHR-SHRM, PeopleSoft, Oracle HR, SAP
Education
University of Florida 1983 — 1987
Bachelor of Arts, Sociology
Bishop Kenny High School 1979 — 1983
Joel S. Manings's Merrill Lynch Experience December 1991 - Present
Job Senior Vice President, Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1991 - Present
Education
University of Florida 2011 — 2013
MBA - Masters of Business Administration, Class of 2013
University of Tampa 1987 — 1991
B.S., Business Management
Merrill Lynch December 1991 - Present
Education
University of Florida 2011 — 2013
MBA - Masters of Business Administration, Class of 2013
University of Tampa 1987 — 1991
B.S., Business Management
Charles Spell's Merrill Lynch Experience 2012 - Present
Job Global Functional Lead LOB Network Services at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Citrix Systems 2009 - 2012
Goldman Sachs 2004 - 2008
Skills
Virtualization, Network Design, Network Security, TCP/IP, Security Engineering, Network Load Balancing, Cisco Technologies, Network Architecture, Disaster Recovery, Linux, Data Center, Firewalls, Networking, Routing, Routers, BGP, Network Engineering, Switches, VPN, Load Balancing, OSPF, Juniper, Checkpoint, VMware, WAN, High Availability, DNS, Solaris, VMware ESX, Citrix, DHCP, Servers, Red Hat Linux
Education
Santa Clara University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (B.S.), Computer and Information Sciences in Engineering
Merrill Lynch 2012 - Present
Citrix Systems 2009 - 2012
Goldman Sachs 2004 - 2008
Skills
Virtualization, Network Design, Network Security, TCP/IP, Security Engineering, Network Load Balancing, Cisco Technologies, Network Architecture, Disaster Recovery, Linux, Data Center, Firewalls, Networking, Routing, Routers, BGP, Network Engineering, Switches, VPN, Load Balancing, OSPF, Juniper, Checkpoint, VMware, WAN, High Availability, DNS, Solaris, VMware ESX, Citrix, DHCP, Servers, Red Hat Linux
Education
Santa Clara University
Master of Business Administration (MBA)
University of Florida
Bachelor of Science (B.S.), Computer and Information Sciences in Engineering
Brien Walker, CFA, CIPM's Merrill Lynch Experience September 2004 - September 2006
Job Team Lead at Advent Software
Industry Financial Services
Experience
Advent Software February 2010 - Present
Fidelity Investments September 2006 - February 2010
Merrill Lynch September 2004 - September 2006
Skills
Chartered Financial..., Finance, Portfolio Management, Asset Management, Risk Management, Strategic Financial..., Asset Allocation, Financial Analysis, Wealth Management, Bloomberg, Investment Management
Education
University of Florida 1999 — 2003
BS, Finance
Advent Software February 2010 - Present
Fidelity Investments September 2006 - February 2010
Merrill Lynch September 2004 - September 2006
Skills
Chartered Financial..., Finance, Portfolio Management, Asset Management, Risk Management, Strategic Financial..., Asset Allocation, Financial Analysis, Wealth Management, Bloomberg, Investment Management
Education
University of Florida 1999 — 2003
BS, Finance
Darin Delegal's Merrill Lynch Experience 1997 - 1999
Job Application Architect at Acosta Sales & Marketing
Industry Information Technology and Services
Experience
Acosta Sales & Marketing January 2015 - Present
Acosta Sales & Marketing October 2012 - Present
ING July 2008 - October 2012
CitiStreet August 2002 - July 2008
Allstate Workplace Division 2000 - August 2002
System Innovators, Inc. 1999 - 2000
Merrill Lynch 1997 - 1999
Florida Blue 1995 - 1997
RS&H 1991 - 1995
Data Technical Research 1988 - 1991
Skills
Visual Studio, Java, Perl, Databases, Software Design, Software Architectural..., Rules Engines, Microsoft Technologies, Visual Basic, Operating Systems, Technical Support, T-SQL, Microsoft SQL Server, Software Development, Oracle, IIS, PL/SQL, Linux
Education
University of Florida 1982 — 1984
Acosta Sales & Marketing January 2015 - Present
Acosta Sales & Marketing October 2012 - Present
ING July 2008 - October 2012
CitiStreet August 2002 - July 2008
Allstate Workplace Division 2000 - August 2002
System Innovators, Inc. 1999 - 2000
Merrill Lynch 1997 - 1999
Florida Blue 1995 - 1997
RS&H 1991 - 1995
Data Technical Research 1988 - 1991
Skills
Visual Studio, Java, Perl, Databases, Software Design, Software Architectural..., Rules Engines, Microsoft Technologies, Visual Basic, Operating Systems, Technical Support, T-SQL, Microsoft SQL Server, Software Development, Oracle, IIS, PL/SQL, Linux
Education
University of Florida 1982 — 1984
Jon Brody's Merrill Lynch Experience August 1994 - June 1995
Job Equity/futures trader
Industry Capital Markets
Experience
Self-employed February 2013 - Present
opus trading fund September 1995 - February 2013
Merrill Lynch August 1994 - June 1995
Skills
Equities, Financial Markets, Trading, Capital Markets, Portfolio Management, Fixed Income, Options, Risk Management, Electronic Trading, Commodity, Trading Systems, Technical Analysis, Equity Trading, Proprietary Trading, Trading Strategies, Securities, Asset Management
Education
University of Florida 1988 — 1993
Self-employed February 2013 - Present
opus trading fund September 1995 - February 2013
Merrill Lynch August 1994 - June 1995
Skills
Equities, Financial Markets, Trading, Capital Markets, Portfolio Management, Fixed Income, Options, Risk Management, Electronic Trading, Commodity, Trading Systems, Technical Analysis, Equity Trading, Proprietary Trading, Trading Strategies, Securities, Asset Management
Education
University of Florida 1988 — 1993
Jamie Nachman's Merrill Lynch Experience November 1992 - September 1997
Job Legal Services Professional
Industry Legal Services
Experience
Riley Reporting & Associates 2002 - 2012
Merrill Lynch November 1992 - September 1997
Education
University of Florida 1986 — 1990
Bachelor of Science (BS), Business Administration
Riley Reporting & Associates 2002 - 2012
Merrill Lynch November 1992 - September 1997
Education
University of Florida 1986 — 1990
Bachelor of Science (BS), Business Administration
Robbie brust's Merrill Lynch Experience First Vice President - Wealth ManagementMerrill LynchSeptember 2013 - Present
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch First Vice President - Wealth ManagementMerrill LynchSeptember 2013 - Present
Wells Fargo Advisors August 2006 - September 2013
Soloman Smith Barney February 1997 - August 2006
Skills
Finance, Retirement Planning, Wealth Management, Series 63, Series 7, Asset Management
Education
University of Florida 1981 — 1986
Bachelor of Science (B.S.), Accounting
University of Florida 1981 — 1986
Bachelor of Science (BS), Accounting
Merrill Lynch First Vice President - Wealth ManagementMerrill LynchSeptember 2013 - Present
Wells Fargo Advisors August 2006 - September 2013
Soloman Smith Barney February 1997 - August 2006
Skills
Finance, Retirement Planning, Wealth Management, Series 63, Series 7, Asset Management
Education
University of Florida 1981 — 1986
Bachelor of Science (B.S.), Accounting
University of Florida 1981 — 1986
Bachelor of Science (BS), Accounting
Art Espinola's Merrill Lynch Experience January 2000 - March 2011
Job Vice President Digital Commerce Quality Assurance at Citi
Industry Financial Services
Experience
Citi March 2011 - Present
Merrill Lynch January 2000 - March 2011
Education
University of Florida 1995 — 1999
Bachelor of Science (B.S.), Finance and Economics
Citi March 2011 - Present
Merrill Lynch January 2000 - March 2011
Education
University of Florida 1995 — 1999
Bachelor of Science (B.S.), Finance and Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank