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
Michael Ladd, CRPC® Michael Ladd, CRPC®'s Merrill Lynch Experience June 2008 - Present
Job VP, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Skills
Series 7, Series 66, Series 9, Series 10, Uniform Combined State..., Asset Allocation, Wealth Management, Retirement Planning, Securities, Financial Advisory, Investment Strategies, Portfolio Management, Wealth Management..., Financial Markets, Insurance, Strategic Financial..., Trading, Investments, Asset Management, Relationship Management, Investment Advisory, Retirement, FINRA, Financial Planning
Education
University of Florida 2006 — 2008
Bachelor of Science (BS), Finance, General
Palm Beach Community College 2004 — 2006
Associate of Arts (AA), General Studies
Merrill Lynch June 2008 - Present
Skills
Series 7, Series 66, Series 9, Series 10, Uniform Combined State..., Asset Allocation, Wealth Management, Retirement Planning, Securities, Financial Advisory, Investment Strategies, Portfolio Management, Wealth Management..., Financial Markets, Insurance, Strategic Financial..., Trading, Investments, Asset Management, Relationship Management, Investment Advisory, Retirement, FINRA, Financial Planning
Education
University of Florida 2006 — 2008
Bachelor of Science (BS), Finance, General
Palm Beach Community College 2004 — 2006
Associate of Arts (AA), General Studies
Charlene Kurth Charlene Kurth's Merrill Lynch Experience August 2006 - May 2011
Job Business Intelligence Business Analyst at Prologis
Industry Real Estate
Experience
Prologis October 2014 - Present
Prologis October 2013 - October 2014
Carnival Cruise Lines June 2013 - October 2013
Carnival Cruise Lines June 2011 - June 2013
Merrill Lynch August 2006 - May 2011
Skills
Leadership, Time Management, Salesforce.com, Microsoft Office, Inventory Management, Pricing, Microsoft Excel, Market Research, Strategy, Analysis, Training, Business Analysis
Education
University of Florida - Warrington College of Business Administration 2010 — 2011
Master of Science, Management
University of Florida 2006 — 2010
Bachelor of Science, Psychology
Prologis October 2014 - Present
Prologis October 2013 - October 2014
Carnival Cruise Lines June 2013 - October 2013
Carnival Cruise Lines June 2011 - June 2013
Merrill Lynch August 2006 - May 2011
Skills
Leadership, Time Management, Salesforce.com, Microsoft Office, Inventory Management, Pricing, Microsoft Excel, Market Research, Strategy, Analysis, Training, Business Analysis
Education
University of Florida - Warrington College of Business Administration 2010 — 2011
Master of Science, Management
University of Florida 2006 — 2010
Bachelor of Science, Psychology
Ron Hatfield Ron Hatfield's Merrill Lynch Experience September 1994 - December 2000
Job Publisher, Priviledged Living Magazine
Industry Marketing and Advertising
Experience
CMI Pictures October 2012 - Present
Concierge Management International January 2011 - Present
Merrill Lynch September 1994 - December 2000
Shearson Lehman Brothers April 1986 - May 1994
Skills
Social Media, Advertising, Copywriting, Marketing Communications, Public Relations, Online Advertising, Social Media Marketing, Blogging, Editing, Social Networking, Digital Media, Press Releases, Marketing, Event Management, Marketing Strategy, Strategic Planning, Event Planning, Sales, Email Marketing, Entertainment, Online Marketing, New Media, Magazines, Television, Integrated Marketing, Facebook, Video Production, Media Relations, Publicity, Video, Creative Writing, Creative Direction, Brand Development, Broadcast, Content Strategy, Publishing
Education
University of Florida 1983 — 1986
Masters, Business Adminitration
York College of Pennsylvania 1978 — 1982
BA, American History
CMI Pictures October 2012 - Present
Concierge Management International January 2011 - Present
Merrill Lynch September 1994 - December 2000
Shearson Lehman Brothers April 1986 - May 1994
Skills
Social Media, Advertising, Copywriting, Marketing Communications, Public Relations, Online Advertising, Social Media Marketing, Blogging, Editing, Social Networking, Digital Media, Press Releases, Marketing, Event Management, Marketing Strategy, Strategic Planning, Event Planning, Sales, Email Marketing, Entertainment, Online Marketing, New Media, Magazines, Television, Integrated Marketing, Facebook, Video Production, Media Relations, Publicity, Video, Creative Writing, Creative Direction, Brand Development, Broadcast, Content Strategy, Publishing
Education
University of Florida 1983 — 1986
Masters, Business Adminitration
York College of Pennsylvania 1978 — 1982
BA, American History
Harry Kimball Harry Kimball's Merrill Lynch Experience May 2003 - July 2005
Job Senior Manager at KPMG
Industry Accounting
Experience
KPMG September 2005 - Present
Merrill Lynch May 2003 - July 2005
Gate Petroleum May 1997 - May 2003
Skills
Auditing, Accounting, Budgets, Investments, Financial Statements, CRM, Portfolio Management, Recruiting, Time Management, US GAAP, Marketing, Sarbanes-Oxley Act
Education
University of Florida 1999 — 2003
BS, Finance
University of Florida 1999 — 2003
Bachelor of Science (B.S.), Finance, General
KPMG September 2005 - Present
Merrill Lynch May 2003 - July 2005
Gate Petroleum May 1997 - May 2003
Skills
Auditing, Accounting, Budgets, Investments, Financial Statements, CRM, Portfolio Management, Recruiting, Time Management, US GAAP, Marketing, Sarbanes-Oxley Act
Education
University of Florida 1999 — 2003
BS, Finance
University of Florida 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Marcus Henderson Marcus Henderson's Merrill Lynch Experience May 2011 - June 2013
Job Investment Associate at Investors' Security Trust
Industry Investment Management
Experience
Investors' Security Trust August 2014 - Present
Merrill Edge June 2013 - July 2014
Merrill Lynch May 2011 - June 2013
BofA Merrill Lynch September 2010 - January 2011
Suncoast Beverage Sales Ltd. May 2009 - August 2009
DRMP May 2007 - August 2007
Skills
Investments, Series 7, Wealth Management, Investment Strategies
Education
University of Florida 2006 — 2010
BS, Economics
Fort Myers Senior High School 2002 — 2006
Investors' Security Trust August 2014 - Present
Merrill Edge June 2013 - July 2014
Merrill Lynch May 2011 - June 2013
BofA Merrill Lynch September 2010 - January 2011
Suncoast Beverage Sales Ltd. May 2009 - August 2009
DRMP May 2007 - August 2007
Skills
Investments, Series 7, Wealth Management, Investment Strategies
Education
University of Florida 2006 — 2010
BS, Economics
Fort Myers Senior High School 2002 — 2006
Lee Merrill Lee Merrill's Merrill Lynch Experience January 2015 - May 2015
Job Illinois Bar July 2015
Industry Law Practice
Experience
Merrill Lynch January 2015 - May 2015
Eighth Judicial Circuit of Florida Probate Division May 2013 - August 2013
Southern Legal Counsel January 2013 - May 2013
H & R Block 2010 - 2011
Skills
Issue Identification, Regulations, Issue Resolution, Risk Management, Legal Compliance, Legal Writing, Corporate Law, ERISA, Microsoft Word, Microsoft Excel, Tax Law, Income Tax, Tax Preparation, Collaboration, Employee Benefits, Legal Research, Microsoft Office, PowerPoint, Compliance, Customer Service, Research, Public Speaking, Leadership
Education
University of Florida - Fredric G. Levin College of Law 2011 — 2014
Juris Doctor (J.D.)
University of Pittsburgh 2006 — 2010
Bachelor's Degree, History (European concentration), Philosophy
Merrill Lynch January 2015 - May 2015
Eighth Judicial Circuit of Florida Probate Division May 2013 - August 2013
Southern Legal Counsel January 2013 - May 2013
H & R Block 2010 - 2011
Skills
Issue Identification, Regulations, Issue Resolution, Risk Management, Legal Compliance, Legal Writing, Corporate Law, ERISA, Microsoft Word, Microsoft Excel, Tax Law, Income Tax, Tax Preparation, Collaboration, Employee Benefits, Legal Research, Microsoft Office, PowerPoint, Compliance, Customer Service, Research, Public Speaking, Leadership
Education
University of Florida - Fredric G. Levin College of Law 2011 — 2014
Juris Doctor (J.D.)
University of Pittsburgh 2006 — 2010
Bachelor's Degree, History (European concentration), Philosophy
Kayla Tran Kayla Tran's Merrill Lynch Experience June 2013 - August 2013
Job Finance MAP Associate at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Asian American Student Union-- University of Florida May 2013 - May 2014
UF Student Government: Housing Affairs Cabinet August 2011 - April 2014
Merrill Lynch June 2013 - August 2013
Asian American Student Union--University of Florida May 2012 - May 2013
US Treasury May 2012 - August 2012
Skills
Microsoft Office, Excel, PowerPoint, Wordpress, Twitter, Facebook, Google Docs, Outlook Express, Ustream, Public Speaking, Event Planning, Event Management, Editing, Microsoft Excel, Spanish, WordPress, Social Networking, Strategic Planning, Budgets, Microsoft Word
Education
University of Florida 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bank of America June 2014 - Present
Asian American Student Union-- University of Florida May 2013 - May 2014
UF Student Government: Housing Affairs Cabinet August 2011 - April 2014
Merrill Lynch June 2013 - August 2013
Asian American Student Union--University of Florida May 2012 - May 2013
US Treasury May 2012 - August 2012
Skills
Microsoft Office, Excel, PowerPoint, Wordpress, Twitter, Facebook, Google Docs, Outlook Express, Ustream, Public Speaking, Event Planning, Event Management, Editing, Microsoft Excel, Spanish, WordPress, Social Networking, Strategic Planning, Budgets, Microsoft Word
Education
University of Florida 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Brandon Notowitz's Merrill Lynch Experience July 2012 - August 2013
Job Honda Certified Sales Consultant at Coral Springs Auto Mall
Industry Automotive
Experience
Coral Springs Auto Mall February 2015 - Present
Coral Springs Auto Mall February 2015 - Present
Aromatic Management June 2014 - February 2015
Lexus of Pembroke Pines October 2013 - May 2014
Merrill Lynch July 2012 - August 2013
The Altitude Group November 2011 - April 2012
Quality Solutions Management April 2011 - April 2012
UBS 2008 - 2009
Skills
Lead Generation, Customer Acquisition, Marketing Strategy, Marketing, Direct Marketing, New Business Development, Email Marketing, Social Media Marketing, Online Marketing, Insurance, Online Advertising, Account Management, Strategic Planning, B2B, Sales Management, Small Business, Strategic Partnerships, Fixed Annuities, Training, Entrepreneurship, Start-ups, Strategy, Business Development, CRM
Education
University of Florida
Coral Springs Auto Mall February 2015 - Present
Coral Springs Auto Mall February 2015 - Present
Aromatic Management June 2014 - February 2015
Lexus of Pembroke Pines October 2013 - May 2014
Merrill Lynch July 2012 - August 2013
The Altitude Group November 2011 - April 2012
Quality Solutions Management April 2011 - April 2012
UBS 2008 - 2009
Skills
Lead Generation, Customer Acquisition, Marketing Strategy, Marketing, Direct Marketing, New Business Development, Email Marketing, Social Media Marketing, Online Marketing, Insurance, Online Advertising, Account Management, Strategic Planning, B2B, Sales Management, Small Business, Strategic Partnerships, Fixed Annuities, Training, Entrepreneurship, Start-ups, Strategy, Business Development, CRM
Education
University of Florida
Laura Herlong Laura Herlong's Merrill Lynch Experience July 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch November 2014 - July 2015
California Chicken Grill October 2010 - May 2013
76 Golf World Family Fun Center January 2008 - July 2009
Skills
Customer Service, Customer Oriented, POS, 10 Key, Typing, Cashiering, Promotions, Food Service, Food Preparation, Elan, Flex, Praat, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, IPA
Education
University of Florida 2009 — 2013
Bachelor of Arts (B.A.), Linguistics
Merrill Lynch July 2015 - Present
Merrill Lynch November 2014 - July 2015
California Chicken Grill October 2010 - May 2013
76 Golf World Family Fun Center January 2008 - July 2009
Skills
Customer Service, Customer Oriented, POS, 10 Key, Typing, Cashiering, Promotions, Food Service, Food Preparation, Elan, Flex, Praat, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, IPA
Education
University of Florida 2009 — 2013
Bachelor of Arts (B.A.), Linguistics
Henry Avendano, MBA Henry Avendano, MBA's Merrill Lynch Experience May 2008 - February 2009
Job Key Account Manager/Territory Sales Manager at Altria Group Distribution Company
Industry Tobacco
Experience
Altria Group Distribution Company June 2011 - Present
Altria Group Distribution Company May 2010 - Present
Nestlé Waters North America April 2009 - May 2010
Merrill Lynch May 2008 - February 2009
Skills
Sales, Sales Presentations, Key Account Management, Financial Services, Marketing, CPG Sales, Consumer Products, Key Account Development, Market Planning, Competitive Analysis, Brand Management, Trade Marketing, Pricing, Merchandising, Retail, Leadership, Management
Education
University of Florida
Master of Business Administration (MBA), Business Administration
University of Florida 2004 — 2008
Bachelor of Science (BS), Marketing
Altria Group Distribution Company June 2011 - Present
Altria Group Distribution Company May 2010 - Present
Nestlé Waters North America April 2009 - May 2010
Merrill Lynch May 2008 - February 2009
Skills
Sales, Sales Presentations, Key Account Management, Financial Services, Marketing, CPG Sales, Consumer Products, Key Account Development, Market Planning, Competitive Analysis, Brand Management, Trade Marketing, Pricing, Merchandising, Retail, Leadership, Management
Education
University of Florida
Master of Business Administration (MBA), Business Administration
University of Florida 2004 — 2008
Bachelor of Science (BS), Marketing
Robert Lam Robert Lam's Merrill Lynch Experience 2010 - 2014
Job Senior Web Application Technologist
Industry Information Technology and Services
Experience
Senior Technologist 1992 - Present
Merrill Lynch 2010 - 2014
Five Star Software, Inc 2008 - 2010
Beeline 2002 - 2008
Cotelligent January 1998 - January 2002
PathTech Software Solutions January 1994 - January 1998
Skills
ASP.NET, C#, ASP.NET MVC, HTML, PHP, MySQL, Microsoft SQL Server, DotNetNuke, Agile Methodologies, Scrum, Service Oriented..., Object Oriented Design, WCF, Web Services, jQuery, JavaScript, Drupal, Magento, SEO, SEM
Education
University of Florida 1987 — 1992
Bachelor of Science, Computer Engineering
Senior Technologist 1992 - Present
Merrill Lynch 2010 - 2014
Five Star Software, Inc 2008 - 2010
Beeline 2002 - 2008
Cotelligent January 1998 - January 2002
PathTech Software Solutions January 1994 - January 1998
Skills
ASP.NET, C#, ASP.NET MVC, HTML, PHP, MySQL, Microsoft SQL Server, DotNetNuke, Agile Methodologies, Scrum, Service Oriented..., Object Oriented Design, WCF, Web Services, jQuery, JavaScript, Drupal, Magento, SEO, SEM
Education
University of Florida 1987 — 1992
Bachelor of Science, Computer Engineering
Megan Lefranc Megan Lefranc's Merrill Lynch Experience June 2012 - August 2012
Job Asset Manager at A&E Real Estate Holdings
Industry Investment Banking
Experience
A&E Real Estate Holdings February 2013 - Present
STARWORKS Group December 2012 - February 2013
Merrill Lynch June 2012 - August 2012
UF International Center - Exchange Visitor Services August 2011 - July 2012
UBS Wealth Management May 2011 - August 2011
Valencia College - International Student Services January 2010 - July 2010
Valencia Community College October 2009 - July 2010
Skills
Investments, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Leadership, Bloomberg, Project Management, Financial Modeling, Finance, Analysis, Budgets, Corporate Finance, Portfolio Management, Economics, Market Research, Risk Management, Asset Management, Project Finance, Financial Analysis, Research, Real Estate, French
Education
University of Florida 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Valencia Community College 2009 — 2010
Associate of Arts (A.A.), General Studies
Lycée Jules Ferry 2005 — 2008
Baccalauréat, Scientifique - Sciences de l'ingénieur
A&E Real Estate Holdings February 2013 - Present
STARWORKS Group December 2012 - February 2013
Merrill Lynch June 2012 - August 2012
UF International Center - Exchange Visitor Services August 2011 - July 2012
UBS Wealth Management May 2011 - August 2011
Valencia College - International Student Services January 2010 - July 2010
Valencia Community College October 2009 - July 2010
Skills
Investments, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Leadership, Bloomberg, Project Management, Financial Modeling, Finance, Analysis, Budgets, Corporate Finance, Portfolio Management, Economics, Market Research, Risk Management, Asset Management, Project Finance, Financial Analysis, Research, Real Estate, French
Education
University of Florida 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Valencia Community College 2009 — 2010
Associate of Arts (A.A.), General Studies
Lycée Jules Ferry 2005 — 2008
Baccalauréat, Scientifique - Sciences de l'ingénieur
Craig Gates Craig Gates's Merrill Lynch Experience May 2009 - August 2010
Job Middle Office Associate at JP Morgan Equity Derivatives
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
Citi July 2012 - December 2014
JPMorgan Chase May 2011 - August 2011
Merrill Lynch May 2009 - August 2010
Skills
Equity Derivatives, Middle Office, Bloomberg, Equities
Education
University of Florida 2008 — 2012
Bachelor's Degree, Finance
JPMorgan Chase & Co. January 2015 - Present
Citi July 2012 - December 2014
JPMorgan Chase May 2011 - August 2011
Merrill Lynch May 2009 - August 2010
Skills
Equity Derivatives, Middle Office, Bloomberg, Equities
Education
University of Florida 2008 — 2012
Bachelor's Degree, Finance
Robert Bracco, CIMA Robert Bracco, CIMA's Merrill Lynch Experience September 1996 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1996 - Present
Anchorage Opera 2010 - 2013
United States Marine Corps October 1982 - June 1999
Skills
Certified Investment..., Wealth Management, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Equities, Alternative Investments, Investments, Investment Advisory, Investment Management, IRAs, Retirement, Investment Strategies, Financial Advisory
Education
University of Florida 1990 — 1996
Bachelor's Degree, Finance & Sociology
Merrill Lynch September 1996 - Present
Anchorage Opera 2010 - 2013
United States Marine Corps October 1982 - June 1999
Skills
Certified Investment..., Wealth Management, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Equities, Alternative Investments, Investments, Investment Advisory, Investment Management, IRAs, Retirement, Investment Strategies, Financial Advisory
Education
University of Florida 1990 — 1996
Bachelor's Degree, Finance & Sociology
Brian Nehr Brian Nehr's Merrill Lynch Experience May 2002 - July 2003
Job Area Sales Manager, Florida Gulf Coast, McKesson Medical Surgical
Industry Medical Devices
Experience
McKesson July 2015 - Present
McKesson Medical Surgical July 2011 - July 2015
McKesson Medical Surgical September 2006 - July 2011
WFTS-TV May 2004 - September 2006
USF FINANCE DEPARTMENT August 2003 - May 2004
Merrill Lynch May 2002 - July 2003
Skills
Surgery, Medical Devices, Healthcare, Healthcare Information..., Account Management, Business Development, New Business Development, Business Planning, Product Launch, EHR, Cold Calling, Capital Equipment, Management, Sales Operations, Selling, Managed Care, Cardiology, Strategic Planning, Sales
Education
University of South Florida 2004 — 2005
MBA, Advanced Finance & Management
University of Florida 1998 — 2002
Bachelor of Science, Finance
McKesson July 2015 - Present
McKesson Medical Surgical July 2011 - July 2015
McKesson Medical Surgical September 2006 - July 2011
WFTS-TV May 2004 - September 2006
USF FINANCE DEPARTMENT August 2003 - May 2004
Merrill Lynch May 2002 - July 2003
Skills
Surgery, Medical Devices, Healthcare, Healthcare Information..., Account Management, Business Development, New Business Development, Business Planning, Product Launch, EHR, Cold Calling, Capital Equipment, Management, Sales Operations, Selling, Managed Care, Cardiology, Strategic Planning, Sales
Education
University of South Florida 2004 — 2005
MBA, Advanced Finance & Management
University of Florida 1998 — 2002
Bachelor of Science, Finance
Elyse Levy Elyse Levy's Merrill Lynch Experience January 2012 - April 2012
Job Maritime Scheduler at RaceTrac Petroleum (Metroplex Energy)
Industry Oil & Energy
Experience
RaceTrac Petroleum September 2014 - Present
RaceTrac Petroleum October 2012 - Present
Levy Chiropractic Center May 2012 - October 2012
Merrill Lynch January 2012 - April 2012
J.P. Morgan November 2011 - November 2011
Roegiers Goldin Chappel Nall CPA June 2011 - August 2011
Plato's Closet June 2008 - August 2011
Tutor Matching Service September 2010 - April 2011
Children's Miracle Network September 2010 - April 2011
Skills
Microsoft Excel, Leadership, Business Communications, Analysis, International Travel, PowerPoint, Social Media Marketing, Social Media, Budgets, Microsoft Office, Outlook, Team Leadership, Customer Service, Creative Problem Solving, Facebook, Public Speaking, Microsoft Word, Time Management, Email Marketing, Dance, Dance Instruction, Collaborative Working, Excel, Word, Conflict Resolution, Multitasker, Independent Thinker, Group Presentations, Organizing, Analytics, Mathematics, People Skills, Social Skills, Work Well Independently, Independent Thinking, Creativity, Energy, Hardwork, Crunching Numbers, Finance, Social Networking, Teamwork, Data Analysis, Negotiation, Training, Inventory Management, Team Building
Education
University of Florida 2008 — 2012
Bachelor of Science, Business Administration- Finance
RaceTrac Petroleum September 2014 - Present
RaceTrac Petroleum October 2012 - Present
Levy Chiropractic Center May 2012 - October 2012
Merrill Lynch January 2012 - April 2012
J.P. Morgan November 2011 - November 2011
Roegiers Goldin Chappel Nall CPA June 2011 - August 2011
Plato's Closet June 2008 - August 2011
Tutor Matching Service September 2010 - April 2011
Children's Miracle Network September 2010 - April 2011
Skills
Microsoft Excel, Leadership, Business Communications, Analysis, International Travel, PowerPoint, Social Media Marketing, Social Media, Budgets, Microsoft Office, Outlook, Team Leadership, Customer Service, Creative Problem Solving, Facebook, Public Speaking, Microsoft Word, Time Management, Email Marketing, Dance, Dance Instruction, Collaborative Working, Excel, Word, Conflict Resolution, Multitasker, Independent Thinker, Group Presentations, Organizing, Analytics, Mathematics, People Skills, Social Skills, Work Well Independently, Independent Thinking, Creativity, Energy, Hardwork, Crunching Numbers, Finance, Social Networking, Teamwork, Data Analysis, Negotiation, Training, Inventory Management, Team Building
Education
University of Florida 2008 — 2012
Bachelor of Science, Business Administration- Finance
Melissa Storch Melissa Storch's Merrill Lynch Experience June 2006 - January 2008
Job Marketing Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2010 - Present
Morgan Stanley January 2008 - June 2009
Merrill Lynch June 2006 - January 2008
Education
University of Florida 2002 — 2005
Bachelor of Science (B.S.), Public Relations
Wells Fargo Advisors, LLC December 2010 - Present
Morgan Stanley January 2008 - June 2009
Merrill Lynch June 2006 - January 2008
Education
University of Florida 2002 — 2005
Bachelor of Science (B.S.), Public Relations
David McGee David McGee's Merrill Lynch Experience July 1995 - September 2002
Job President at JDM Solutions and Technologies, LLC
Industry Medical Devices
Experience
JDM Solutions and Technologies, LLC June 2014 - Present
Olympus Biotech October 2008 - May 2014
Smith & Nephew Orthopaedics September 2003 - September 2008
Mainline International September 2002 - September 2003
Merrill Lynch July 1995 - September 2002
Skills
Sales, Sales Operations, Sales Force Development, Product Launch, Surgeons, Management, Capital Equipment, Medical Devices, Training, Product Development, Operating Room, Orthopedic, Spine, Territory Development, Territory Expansion, Territory Account..., Sales Management, Sales Rep Training, National Sales Training, Relationship Management, Long-term Customer..., Orthopedics
Education
University of Florida 1991 — 1994
Bachelor of Science (B.S.), Public Relations
JDM Solutions and Technologies, LLC June 2014 - Present
Olympus Biotech October 2008 - May 2014
Smith & Nephew Orthopaedics September 2003 - September 2008
Mainline International September 2002 - September 2003
Merrill Lynch July 1995 - September 2002
Skills
Sales, Sales Operations, Sales Force Development, Product Launch, Surgeons, Management, Capital Equipment, Medical Devices, Training, Product Development, Operating Room, Orthopedic, Spine, Territory Development, Territory Expansion, Territory Account..., Sales Management, Sales Rep Training, National Sales Training, Relationship Management, Long-term Customer..., Orthopedics
Education
University of Florida 1991 — 1994
Bachelor of Science (B.S.), Public Relations
Nicole Perkins Nicole Perkins's Merrill Lynch Experience October 2007 - July 2008
Job Statutory Accounting Manager at Kemper Corporation
Industry Accounting
Experience
Kemper Corporation October 2014 - Present
Deloitte & Touche LLP September 2008 - October 2014
Merrill Lynch October 2007 - July 2008
Merrill Lynch January 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, Teaching, US GAAP, Sarbanes-Oxley, Certified Public...
Education
University of North Florida 2006 — 2008
Master of Science (M.S.), Accounting
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Accounting
Kemper Corporation October 2014 - Present
Deloitte & Touche LLP September 2008 - October 2014
Merrill Lynch October 2007 - July 2008
Merrill Lynch January 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, Teaching, US GAAP, Sarbanes-Oxley, Certified Public...
Education
University of North Florida 2006 — 2008
Master of Science (M.S.), Accounting
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Accounting
Edward Bittof Edward Bittof's Merrill Lynch Experience 2002 - 2003
Job Pipeline Business Analyst at Digital Risk
Industry Real Estate
Experience
Bank of America Merrill Lynch 2014 - 2014
PHH Mortgage 2006 - 2013
PHH Mortgage 2003 - 2006
Merrill Lynch 2002 - 2003
Merrill Lynch 2001 - 2002
McAlister’s Gourmet Deli 1997 - 2000
Skills
Mortgage Banking, Mortgage Lending, Process Improvement, Loan Origination, Risk Management, Banking, Financial Analysis, Loans, Call Centers, Credit Analysis, Residential Mortgages, Real Estate, Training, Strategy, Leadership, Data Mining, Data Analysis, Business Analysis, Relational Databases, Access Database, Hyperion Interactive..., Access
Education
University of Florida 1993 — 1996
Bachelor of Science (B.S.), Advertising, 3.25
Bank of America Merrill Lynch 2014 - 2014
PHH Mortgage 2006 - 2013
PHH Mortgage 2003 - 2006
Merrill Lynch 2002 - 2003
Merrill Lynch 2001 - 2002
McAlister’s Gourmet Deli 1997 - 2000
Skills
Mortgage Banking, Mortgage Lending, Process Improvement, Loan Origination, Risk Management, Banking, Financial Analysis, Loans, Call Centers, Credit Analysis, Residential Mortgages, Real Estate, Training, Strategy, Leadership, Data Mining, Data Analysis, Business Analysis, Relational Databases, Access Database, Hyperion Interactive..., Access
Education
University of Florida 1993 — 1996
Bachelor of Science (B.S.), Advertising, 3.25
Matthew Suchoski Matthew Suchoski's Merrill Lynch Experience May 2008 - August 2008
Job Retail Management Professional
Industry Retail
Experience
Retail Management Professional November 2012 - Present
Victoria's Secret August 2012 - November 2012
Sears Holdings Corporation November 2010 - August 2012
Sears August 2010 - November 2010
Starbucks November 2008 - May 2010
Merrill Lynch May 2008 - August 2008
Publix September 2007 - May 2008
Skills
Sales Management, Computer Hardware, Technical Writing, Time Management, Customer Experience, Microsoft Excel, Merchandising, Process Improvement
Education
University of Florida 2006 — 2010
Bachelor of Science, Business Administration, Finance
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance, General
Retail Management Professional November 2012 - Present
Victoria's Secret August 2012 - November 2012
Sears Holdings Corporation November 2010 - August 2012
Sears August 2010 - November 2010
Starbucks November 2008 - May 2010
Merrill Lynch May 2008 - August 2008
Publix September 2007 - May 2008
Skills
Sales Management, Computer Hardware, Technical Writing, Time Management, Customer Experience, Microsoft Excel, Merchandising, Process Improvement
Education
University of Florida 2006 — 2010
Bachelor of Science, Business Administration, Finance
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance, General
Sarabeth Lewis's Merrill Lynch Experience January 2014 - August 2014
Job Marketing Student, Delta Zeta Risk Management Chair at University of Florida
Industry Events Services
Experience
Delta Zeta Sorority November 2014 - Present
Harn Museum of Art September 2014 - Present
Artisan Boutique Catering December 2011 - Present
University of Florida August 2014 - May 2015
Merrill Lynch January 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Pinellas County Schools May 2011 - August 2011
Education
University of Florida 2012 — 2016
Bachelor of Science in Business Administration- Marketing (BSBA-MKG), Marketing, Senior
Delta Zeta Sorority November 2014 - Present
Harn Museum of Art September 2014 - Present
Artisan Boutique Catering December 2011 - Present
University of Florida August 2014 - May 2015
Merrill Lynch January 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Pinellas County Schools May 2011 - August 2011
Education
University of Florida 2012 — 2016
Bachelor of Science in Business Administration- Marketing (BSBA-MKG), Marketing, Senior
Jac Bentley's Merrill Lynch Experience January 1997 - 1998
Job Wealth Manager | Investment Advisor | Financial Advisor Helping Individuals Plan, Protect, and Enjoy
Industry Financial Services
Experience
Bentley Financial August 2007 - Present
Ameriprise Financial Services, Inc. 1998 - 2007
Ameriprise Financial Services, Inc. August 1999 - July 2001
Merrill Lynch January 1997 - 1998
Skills
401k Rollovers, Roth IRA, Wealth Management, Retirement Planning, Estate Planning, Job Transition, Life Insurance, Disability Insurance, Personal Finance, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Long Term Care Insurance, Term Life Insurance, Permanent Life Insurance, Series 7, Series 63, IRAs, Retirement, Traditional IRA
Education
University of Florida 1994 — 1998
BSBA, Finance and Economics
Bentley Financial August 2007 - Present
Ameriprise Financial Services, Inc. 1998 - 2007
Ameriprise Financial Services, Inc. August 1999 - July 2001
Merrill Lynch January 1997 - 1998
Skills
401k Rollovers, Roth IRA, Wealth Management, Retirement Planning, Estate Planning, Job Transition, Life Insurance, Disability Insurance, Personal Finance, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Long Term Care Insurance, Term Life Insurance, Permanent Life Insurance, Series 7, Series 63, IRAs, Retirement, Traditional IRA
Education
University of Florida 1994 — 1998
BSBA, Finance and Economics
Rick Thompson, PMP Rick Thompson, PMP's Merrill Lynch Experience 1997 - 2006
Job Project Manager, Enterprise Services
Industry Information Technology and Services
Experience
CSX Technology 2012 - Present
Kemper Corporation 2006 - 2011
Merrill Lynch 1997 - 2006
CSX Technology 1987 - 1997
Information Systems of Florida 1986 - 1987
Skills
Software Project..., Team Building, Six Sigma, CMM, Agile, SharePoint, Risk Management, SDLC, Performance Management, Quality Center, MS Project, Minitab, Relational Databases, Application Management, SOA, Visio, Coaching, Software Documentation, Testing, Agile Methodologies, Management, Software Development, Integration, Business Intelligence, Leadership, Requirements Analysis, Resource Management, XML, Application Lifecycle..., Java, Business Analysis, Data Center, DB2, PMP, Project Planning, Project Management, Vendor Management, Systems Analysis, Databases
Education
University of North Florida 1988 — 1998
Master of Science, Computer Science
University of Florida 1981 — 1985
BSE, Computer and Information Sciences (Honors)
PMP Study Group
CSX Technology 2012 - Present
Kemper Corporation 2006 - 2011
Merrill Lynch 1997 - 2006
CSX Technology 1987 - 1997
Information Systems of Florida 1986 - 1987
Skills
Software Project..., Team Building, Six Sigma, CMM, Agile, SharePoint, Risk Management, SDLC, Performance Management, Quality Center, MS Project, Minitab, Relational Databases, Application Management, SOA, Visio, Coaching, Software Documentation, Testing, Agile Methodologies, Management, Software Development, Integration, Business Intelligence, Leadership, Requirements Analysis, Resource Management, XML, Application Lifecycle..., Java, Business Analysis, Data Center, DB2, PMP, Project Planning, Project Management, Vendor Management, Systems Analysis, Databases
Education
University of North Florida 1988 — 1998
Master of Science, Computer Science
University of Florida 1981 — 1985
BSE, Computer and Information Sciences (Honors)
PMP Study Group
Jamie Hallam Jamie Hallam's Merrill Lynch Experience 2008 - 2009
Job Business Analyst at FedEx Express
Industry Airlines/Aviation
Experience
FedEx Express September 2014 - Present
Fanatics, Inc. January 2013 - August 2014
Fanatics, Inc. May 2011 - January 2013
Fanatics, Inc. January 2010 - May 2011
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
The Limited December 2004 - January 2007
Skills
Forecasting, Process Improvement, Analysis, Leadership, Sales, Time Management, Negotiation, Customer Service, E-commerce, Sales Management, Inventory Management, Retail, Purchasing, Pricing, Microsoft Excel, Cross-functional Team..., Merchandising, Strategy, Training
Education
University of Florida 2009 — 2010
MBA, Business
University of North Florida 2001 — 2006
BA, Business - Corporate Finance
FedEx Express September 2014 - Present
Fanatics, Inc. January 2013 - August 2014
Fanatics, Inc. May 2011 - January 2013
Fanatics, Inc. January 2010 - May 2011
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
The Limited December 2004 - January 2007
Skills
Forecasting, Process Improvement, Analysis, Leadership, Sales, Time Management, Negotiation, Customer Service, E-commerce, Sales Management, Inventory Management, Retail, Purchasing, Pricing, Microsoft Excel, Cross-functional Team..., Merchandising, Strategy, Training
Education
University of Florida 2009 — 2010
MBA, Business
University of North Florida 2001 — 2006
BA, Business - Corporate Finance
Cameron Hockaday's Merrill Lynch Experience September 2010 - January 2012
Job Registered Sales Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. 2012 - Present
Merrill Lynch September 2010 - January 2012
AT&T May 2009 - November 2011
AT&T November 2009 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Wealth Management, Equities, Asset Allocation, Retirement Planning, Uniform Combined State..., Fixed Income, Retirement, Investment Advisory, FINRA, Portfolio Management, Alternative Investments, Series 65, Bonds, Asset Management
Education
University of Florida 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
The Bolles School 2001 — 2005
Stifel Financial Corp. 2012 - Present
Merrill Lynch September 2010 - January 2012
AT&T May 2009 - November 2011
AT&T November 2009 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Wealth Management, Equities, Asset Allocation, Retirement Planning, Uniform Combined State..., Fixed Income, Retirement, Investment Advisory, FINRA, Portfolio Management, Alternative Investments, Series 65, Bonds, Asset Management
Education
University of Florida 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
The Bolles School 2001 — 2005
Danielle Lespinasse's Merrill Lynch Experience April 2009 - July 2010
Job Health Psychology Postdoctoral Resident at Bruce W. Carter VA Medical Center
Industry Mental Health Care
Experience
Bruce W. Carter VA Medical Center September 2015 - Present
University of Florida August 2010 - August 2015
Bruce W. Carter VA Medical Center July 2014 - July 2015
Merrill Lynch April 2009 - July 2010
Merrill Lynch July 2007 - April 2009
Yale University 2006 - 2007
Skills
Research, Nonprofits, Teaching, Event Planning, Higher Education, Microsoft Office, Policy Analysis, Editing, PowerPoint, Public Speaking, Financial Analysis, Community Outreach, Data Analysis, Customer Service, Spanish, Statistics, Program Evaluation, Qualitative Research, Program Development
Education
University of Florida 2010 — 2015
Doctor of Philosophy (Ph.D.), Clinical Psychology
University of Florida 2010 — 2012
Master of Science (M.S.), Clinical Psychology
Yale University 2003 — 2007
BA, Psychology
Freehold High School 1999 — 2003
Bruce W. Carter VA Medical Center September 2015 - Present
University of Florida August 2010 - August 2015
Bruce W. Carter VA Medical Center July 2014 - July 2015
Merrill Lynch April 2009 - July 2010
Merrill Lynch July 2007 - April 2009
Yale University 2006 - 2007
Skills
Research, Nonprofits, Teaching, Event Planning, Higher Education, Microsoft Office, Policy Analysis, Editing, PowerPoint, Public Speaking, Financial Analysis, Community Outreach, Data Analysis, Customer Service, Spanish, Statistics, Program Evaluation, Qualitative Research, Program Development
Education
University of Florida 2010 — 2015
Doctor of Philosophy (Ph.D.), Clinical Psychology
University of Florida 2010 — 2012
Master of Science (M.S.), Clinical Psychology
Yale University 2003 — 2007
BA, Psychology
Freehold High School 1999 — 2003
Brett Bladergroen Brett Bladergroen's Merrill Lynch Experience July 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
New York Mets, Florida Operations November 2011 - April 2014
Enterprise Rent-A-Car February 2008 - November 2011
Skills
Sports Marketing, Ticket Sales, Event Management, Event Planning, Marketing, Sports, Sponsorship, Cold Calling, Customer Service, Social Media, Sales, Account Management, Social Media Marketing, PowerPoint, Public Relations
Education
University of Florida
Bachelor of Science (BS), Sport Management
Merrill Lynch July 2014 - Present
New York Mets, Florida Operations November 2011 - April 2014
Enterprise Rent-A-Car February 2008 - November 2011
Skills
Sports Marketing, Ticket Sales, Event Management, Event Planning, Marketing, Sports, Sponsorship, Cold Calling, Customer Service, Social Media, Sales, Account Management, Social Media Marketing, PowerPoint, Public Relations
Education
University of Florida
Bachelor of Science (BS), Sport Management
Jim Blech Jim Blech's Merrill Lynch Experience July 1992 - July 1994
Job SVP, Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust January 2001 - Present
Colonial Asset Management June 1998 - December 2000
Barnett Bank July 1994 - June 1998
Merrill Lynch July 1992 - July 1994
Skills
Investment Strategies, Wealth Management..., Alternative Investments, Investment Management, High Net Worth..., Wealth Management
Education
University of Florida 1989 — 1992
Bachelor of Science (BS), Finance, General
US Trust January 2001 - Present
Colonial Asset Management June 1998 - December 2000
Barnett Bank July 1994 - June 1998
Merrill Lynch July 1992 - July 1994
Skills
Investment Strategies, Wealth Management..., Alternative Investments, Investment Management, High Net Worth..., Wealth Management
Education
University of Florida 1989 — 1992
Bachelor of Science (BS), Finance, General
Jeff Daigneault Jeff Daigneault's Merrill Lynch Experience 1998 - 2002
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2009 - Present
First American Funds 2009 - 2010
LPL Financial October 2006 - July 2009
Credit Suisse December 2003 - October 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Wealth Management, Fixed Income, Investment Advisory, Equities, Investment Strategies, Portfolio Management
Education
NYU Stern School of Business 2004 — 2012
Masters, Business
University of Florida 1994 — 1998
BS, Finance
Nuveen Investments July 2009 - Present
First American Funds 2009 - 2010
LPL Financial October 2006 - July 2009
Credit Suisse December 2003 - October 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Wealth Management, Fixed Income, Investment Advisory, Equities, Investment Strategies, Portfolio Management
Education
NYU Stern School of Business 2004 — 2012
Masters, Business
University of Florida 1994 — 1998
BS, Finance
Ivan Espinoza Ivan Espinoza's Merrill Lynch Experience June 2006 - March 2007
Job Analyst
Industry Financial Services
Experience
Barclays January 2012 - April 2015
Citi October 2010 - January 2012
Interactive Brokers May 2009 - March 2010
Interactive Brokers August 2007 - May 2009
Merrill Lynch June 2006 - March 2007
Education
University of Florida
Bachelor of Science, Public Relations
Commack High School
Barclays January 2012 - April 2015
Citi October 2010 - January 2012
Interactive Brokers May 2009 - March 2010
Interactive Brokers August 2007 - May 2009
Merrill Lynch June 2006 - March 2007
Education
University of Florida
Bachelor of Science, Public Relations
Commack High School
Pedro Martinez De Ozaba's Merrill Lynch Experience April 2010 - Present
Job Latin America Wealth Management
Industry Investment Management
Experience
Merrill Lynch - Private Wealth Management 2012 - Present
Merrill Lynch April 2010 - Present
Walgreens 2009 - April 2010
Northwestern Mutual April 2009 - June 2009
Trifame, LLC August 2008 - November 2008
Bank of America June 2008 - August 2008
Skills
Business Analysis, Management, Sales, Time Management, Series 7, Series 63, Asset Management, Strategic Financial..., Portfolio Management, Asset Allocation, Investments, Wealth Management, Spanish, Financial Analysis, Finance, Retirement Planning, Retail, Corporate Finance, Securities, Mutual Funds
Education
University of Florida 2006 — 2010
Finance, Accounting and Finance
Merrill Lynch - Private Wealth Management 2012 - Present
Merrill Lynch April 2010 - Present
Walgreens 2009 - April 2010
Northwestern Mutual April 2009 - June 2009
Trifame, LLC August 2008 - November 2008
Bank of America June 2008 - August 2008
Skills
Business Analysis, Management, Sales, Time Management, Series 7, Series 63, Asset Management, Strategic Financial..., Portfolio Management, Asset Allocation, Investments, Wealth Management, Spanish, Financial Analysis, Finance, Retirement Planning, Retail, Corporate Finance, Securities, Mutual Funds
Education
University of Florida 2006 — 2010
Finance, Accounting and Finance
Mathew Tyson Mathew Tyson's Merrill Lynch Experience July 2013 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Fidelity Investments December 2008 - June 2013
Skills
Series 10, Series 9, Series 66, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Sales, Stocks, Banking, Strategic Financial..., Defined Contribution, Defined Benefit, Investment Brokerage, Financial Planning, Uniform Combined State..., FINRA, Portfolio Management, Investments
Education
University of Florida 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, 3.5
Merrill Lynch July 2013 - Present
Fidelity Investments December 2008 - June 2013
Skills
Series 10, Series 9, Series 66, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Sales, Stocks, Banking, Strategic Financial..., Defined Contribution, Defined Benefit, Investment Brokerage, Financial Planning, Uniform Combined State..., FINRA, Portfolio Management, Investments
Education
University of Florida 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, 3.5
Chris O'Bannon, CPA Chris O'Bannon, CPA's Merrill Lynch Experience March 2009 - July 2011
Job Senior Acquisition Analyst at GreenPointe Holdings, LLC
Industry Real Estate
Experience
GreenPointe Holdings September 2011 - Present
Merrill Lynch March 2009 - July 2011
Merrill Lynch June 2007 - March 2009
First Command Financial Planning May 2006 - June 2007
Skills
Excel, Word, PowerPoint, Series 24, Series 7, Series 66, Cash Flow Forecasting, Venture Financing, Financial Modeling, Microsoft Excel, Uniform Combined State..., Mutual Funds, Finance, Microsoft Word, Management, Process Improvement, Investments
Education
University of North Florida 2009 — 2012
Bachelor of Science, Accounting
University of Florida 2001 — 2006
Bachelor of Science, Finance
GreenPointe Holdings September 2011 - Present
Merrill Lynch March 2009 - July 2011
Merrill Lynch June 2007 - March 2009
First Command Financial Planning May 2006 - June 2007
Skills
Excel, Word, PowerPoint, Series 24, Series 7, Series 66, Cash Flow Forecasting, Venture Financing, Financial Modeling, Microsoft Excel, Uniform Combined State..., Mutual Funds, Finance, Microsoft Word, Management, Process Improvement, Investments
Education
University of North Florida 2009 — 2012
Bachelor of Science, Accounting
University of Florida 2001 — 2006
Bachelor of Science, Finance
Liana Marquez-Ayala Liana Marquez-Ayala's Merrill Lynch Experience October 2013 - Present
Job .
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Space Coast Credit Union September 2011 - August 2013
MCCS May 2009 - July 2011
Skills
Banking, Customer Service, Risk Management
Education
University of North Florida 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Florida
Bachelor's degree, Marketing
Merrill Lynch October 2013 - Present
Space Coast Credit Union September 2011 - August 2013
MCCS May 2009 - July 2011
Skills
Banking, Customer Service, Risk Management
Education
University of North Florida 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Florida
Bachelor's degree, Marketing
Michael I. (Mike) Maguire Michael I. (Mike) Maguire's Merrill Lynch Experience April 2004 - October 2005
Job Board Member at Guardian of Catholic Schools
Industry Financial Services
Experience
BB&T (Branch Banking & Trust Company) August 2008 - Present
The Blood Alliance January 2001 - Present
Gator Bowl Sports March 2001 - Present
Guardian of Catholic Schools February 2014 - Present
University of Florida August 2011 - September 2013
Knights of Columbus-Bishop Kenny Council 1951 October 2005 - January 2012
UNF Athletic Development Committee January 2006 - November 2009
RBC Bank October 2005 - May 2008
Enterprise North Florida April 1999 - December 2005
Merrill Lynch April 2004 - October 2005
Skills
Treasury Management, Banking, Commercial Lending, Commercial Banking, Financial Analysis, Credit, Portfolio Management, Strategic Financial..., Loans, Credit Analysis, Investments, Risk Management, Microsoft Office, Sales Management, Mergers & Acquisitions, Finance, Leadership, Wealth Management, Financial Services, Insurance, Management, Sales, Strategic Planning, Financial Advisory, Mortgage Lending, Asset Management, Real Estate, Due Diligence, Mutual Funds, Series 7, Commercial Real Estate, Team Building
Education
University of Central Florida 1982 — 1984
BSBA, Finance
University of Florida 1978 — 1981
Accounting & Finance
University of Oklahoma 1986 — 1986
Graduate, ABA National Commercial Lending Graduate Program, Top 5% of Class
BB&T (Branch Banking & Trust Company) August 2008 - Present
The Blood Alliance January 2001 - Present
Gator Bowl Sports March 2001 - Present
Guardian of Catholic Schools February 2014 - Present
University of Florida August 2011 - September 2013
Knights of Columbus-Bishop Kenny Council 1951 October 2005 - January 2012
UNF Athletic Development Committee January 2006 - November 2009
RBC Bank October 2005 - May 2008
Enterprise North Florida April 1999 - December 2005
Merrill Lynch April 2004 - October 2005
Skills
Treasury Management, Banking, Commercial Lending, Commercial Banking, Financial Analysis, Credit, Portfolio Management, Strategic Financial..., Loans, Credit Analysis, Investments, Risk Management, Microsoft Office, Sales Management, Mergers & Acquisitions, Finance, Leadership, Wealth Management, Financial Services, Insurance, Management, Sales, Strategic Planning, Financial Advisory, Mortgage Lending, Asset Management, Real Estate, Due Diligence, Mutual Funds, Series 7, Commercial Real Estate, Team Building
Education
University of Central Florida 1982 — 1984
BSBA, Finance
University of Florida 1978 — 1981
Accounting & Finance
University of Oklahoma 1986 — 1986
Graduate, ABA National Commercial Lending Graduate Program, Top 5% of Class
Andrew J Kisz Andrew J Kisz's Merrill Lynch Experience 2012 - 2013
Job Compliance Advisor at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2015 - Present
Deutsche Bank July 2013 - January 2015
Merrill Lynch 2012 - 2013
US Securities and Exchange Commission January 2012 - May 2012
US Army July 2001 - November 2006
Skills
Finance, Securities, Leadership, Financial Analysis, Risk Management, Investments, Banking, Series 7, Compliance, Compliance Advisory
Education
Wake Forest University School of Law 2010 — 2012
Juris Doctor, J.D.
University of Florida - Warrington College of Business Administration 2007 — 2009
Business, Marketing
Deutsche Bank January 2015 - Present
Deutsche Bank July 2013 - January 2015
Merrill Lynch 2012 - 2013
US Securities and Exchange Commission January 2012 - May 2012
US Army July 2001 - November 2006
Skills
Finance, Securities, Leadership, Financial Analysis, Risk Management, Investments, Banking, Series 7, Compliance, Compliance Advisory
Education
Wake Forest University School of Law 2010 — 2012
Juris Doctor, J.D.
University of Florida - Warrington College of Business Administration 2007 — 2009
Business, Marketing
Jason Virgilio Jason Virgilio's Merrill Lynch Experience July 2001 - August 2005
Job Etrading at UBS
Industry Investment Banking
Experience
UBS Investment Bank August 2004 - Present
Merrill Lynch July 2001 - August 2005
Skills
Electronic Trading, Equities, Bloomberg, Capital Markets, Investment Banking, Trading, Derivatives, Series 7, Fixed Income, Hedge Funds, Financial Markets
Education
University of Florida 1997 — 2001
BA, Business Management
Chatham High School 1994 — 1997
UBS Investment Bank August 2004 - Present
Merrill Lynch July 2001 - August 2005
Skills
Electronic Trading, Equities, Bloomberg, Capital Markets, Investment Banking, Trading, Derivatives, Series 7, Fixed Income, Hedge Funds, Financial Markets
Education
University of Florida 1997 — 2001
BA, Business Management
Chatham High School 1994 — 1997
Molly Myers Molly Myers's Merrill Lynch Experience May 2009 - August 2009
Job Professional Services Analyst at Nielsen
Industry Marketing and Advertising
Experience
Nielsen August 2013 - Present
MedExpress September 2012 - June 2013
Crane Pumps & Systems May 2012 - August 2012
About Pittsburgh January 2012 - May 2012
e2 Restaurant January 2012 - April 2012
Arbonne International May 2011 - August 2011
Target April 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
PowerPoint, Spanish, Microsoft Office, Marketing, Customer Service, Retail, Marketing Strategy, Analysis, SPSS, SAS, Social Media, SEO, Marketing Communications, B2B Marketing, B2B, CPG Industry
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing
University of Florida 2007 — 2011
Bachelor of Science, Finance
Antonio Universidad de Nebrija 2009 — 2009
Spanish
Ursuline Academy 2003 — 2007
Nielsen August 2013 - Present
MedExpress September 2012 - June 2013
Crane Pumps & Systems May 2012 - August 2012
About Pittsburgh January 2012 - May 2012
e2 Restaurant January 2012 - April 2012
Arbonne International May 2011 - August 2011
Target April 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
PowerPoint, Spanish, Microsoft Office, Marketing, Customer Service, Retail, Marketing Strategy, Analysis, SPSS, SAS, Social Media, SEO, Marketing Communications, B2B Marketing, B2B, CPG Industry
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing
University of Florida 2007 — 2011
Bachelor of Science, Finance
Antonio Universidad de Nebrija 2009 — 2009
Spanish
Ursuline Academy 2003 — 2007
Lacey Conner Lacey Conner's Merrill Lynch Experience 2005 - September 2014
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS September 2014 - Present
Merrill Lynch 2005 - September 2014
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
University of Florida 2000 — 2004
BA, Finance
UBS September 2014 - Present
Merrill Lynch 2005 - September 2014
Skills
Asset Allocation, Investments, Mutual Funds, Retirement Planning, Series 7, Wealth Management
Education
University of Florida 2000 — 2004
BA, Finance
Jodi Jeffreys-Tanner's Merrill Lynch Experience 1989 - 1991
Job Volunteer Work at St. Thomas Aquinas High School
Industry
Experience
St. Thomas Aquinas High School August 2013 - Present
Broward Cultural Council June 2011 - Present
Taylor's Closet August 2010 - Present
Rio Vista Community Church 1997 - Present
St. Mark's Episcopal School May 2007 - June 2013
Broward County Charter Review Commission 2006 - 2008
Broward County Commission November 1993 - November 2004
North Broward Hospital District Community Relations Council 1999 - 2004
Shearson Lehman Brothers 1991 - 1992
Merrill Lynch 1989 - 1991
Skills
Event Planning, Community Outreach, Non-profits, Fundraising, Public Speaking, Event Management, Strategic Planning, Customer Service, Social Media, Research, Public Relations, Microsoft Office, Community Development, Nonprofits, Volunteer Management, Social Media Marketing, Social Networking, Leadership Development, Marketing Strategy, Management, Marketing, Policy, Government, Editing, Grant Writing
Education
University of Florida 1980 — 1984
St. Thomas Aquinas High School August 2013 - Present
Broward Cultural Council June 2011 - Present
Taylor's Closet August 2010 - Present
Rio Vista Community Church 1997 - Present
St. Mark's Episcopal School May 2007 - June 2013
Broward County Charter Review Commission 2006 - 2008
Broward County Commission November 1993 - November 2004
North Broward Hospital District Community Relations Council 1999 - 2004
Shearson Lehman Brothers 1991 - 1992
Merrill Lynch 1989 - 1991
Skills
Event Planning, Community Outreach, Non-profits, Fundraising, Public Speaking, Event Management, Strategic Planning, Customer Service, Social Media, Research, Public Relations, Microsoft Office, Community Development, Nonprofits, Volunteer Management, Social Media Marketing, Social Networking, Leadership Development, Marketing Strategy, Management, Marketing, Policy, Government, Editing, Grant Writing
Education
University of Florida 1980 — 1984
Todd Caraway's Merrill Lynch Experience 2004 - 2007
Job Investment Management Professional
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
TD Bank 2007 - 2012
Merrill Lynch 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Group Presentations, Managing Employees, Series 7, Series 66, Investments, Retirement Plans, Bonds, Mutual Funds, Money Market, Wealth Management, Conflict Resolution, Custody, Escrow, Social Networking, Training & Development, Six Sigma, Achieving Results, Municipalities, Non-profits, International Business, Operations Management, Insurance, Financial Advisory, Investment Management, Financial Services, Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Planning, Employee Training
Education
University of Florida 1989 — 1994
BA, Liberal Arts (Geography)
Fidelity Investments 2012 - Present
TD Bank 2007 - 2012
Merrill Lynch 2004 - 2007
Merrill Lynch 1999 - 2004
Skills
Group Presentations, Managing Employees, Series 7, Series 66, Investments, Retirement Plans, Bonds, Mutual Funds, Money Market, Wealth Management, Conflict Resolution, Custody, Escrow, Social Networking, Training & Development, Six Sigma, Achieving Results, Municipalities, Non-profits, International Business, Operations Management, Insurance, Financial Advisory, Investment Management, Financial Services, Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Planning, Employee Training
Education
University of Florida 1989 — 1994
BA, Liberal Arts (Geography)
Sam Henderson's Merrill Lynch Experience 1986 - 1990
Job Wealth Advisor at Henderson Wealth Partners
Industry Financial Services
Experience
Henderson Wealth Partners September 1990 - Present
Merrill Lynch 1986 - 1990
Skills
Retirement Planning, Strategic Financial..., Wealth Management..., Life Insurance, LPL Patriots Club -..., Estate Planning, Investment Management, Gulfshore Life Five..., Tax-advantaged...
Education
University of Florida 1975 — 1980
Bachelor's degree, Economics
Henderson Wealth Partners September 1990 - Present
Merrill Lynch 1986 - 1990
Skills
Retirement Planning, Strategic Financial..., Wealth Management..., Life Insurance, LPL Patriots Club -..., Estate Planning, Investment Management, Gulfshore Life Five..., Tax-advantaged...
Education
University of Florida 1975 — 1980
Bachelor's degree, Economics
Dan Chiljean's Merrill Lynch Experience July 2008 - August 2009
Job Senior Consultant at Michael Aaron Staffing
Industry Staffing and Recruiting
Experience
Michael Aaron Staffing November 2011 - Present
WWC August 2009 - Present
Merrill Lynch July 2008 - August 2009
UBS August 2004 - July 2008
Merrill Lynch September 1998 - April 2004
Skills
Financial Analysis, Strategic Financial..., Accounting, Due Diligence, Retirement Planning, Capital Markets, Finance, Asset Management, Portfolio Management, Wealth Management, Equities, Securities, Hedge Funds, Private Equity, Asset Allocation, Mutual Funds
Education
University of Florida 1994 — 1998
BSBA, Finance
Wantagh High School 1991 — 1994
Michael Aaron Staffing November 2011 - Present
WWC August 2009 - Present
Merrill Lynch July 2008 - August 2009
UBS August 2004 - July 2008
Merrill Lynch September 1998 - April 2004
Skills
Financial Analysis, Strategic Financial..., Accounting, Due Diligence, Retirement Planning, Capital Markets, Finance, Asset Management, Portfolio Management, Wealth Management, Equities, Securities, Hedge Funds, Private Equity, Asset Allocation, Mutual Funds
Education
University of Florida 1994 — 1998
BSBA, Finance
Wantagh High School 1991 — 1994
Alexis Nemati Alexis Nemati's Merrill Lynch Experience May 2010 - January 2011
Job Area Sales Manager at Sweat PT LLC
Industry Health, Wellness and Fitness
Experience
Sweat PT LLC March 2012 - Present
Merrill Lynch May 2010 - January 2011
Skills
Building Relationships, Sales, Sales Presentations, Sales Management, Efficiency, Closings, Hiring Employees, Sales Leadership..., Customer Service, Customer Retention, Risk Management, CRM, Training, Investments
Education
University of Florida 2007 — 2010
Bachelor of Science (BS), Food and Resource Economics
Sweat PT LLC March 2012 - Present
Merrill Lynch May 2010 - January 2011
Skills
Building Relationships, Sales, Sales Presentations, Sales Management, Efficiency, Closings, Hiring Employees, Sales Leadership..., Customer Service, Customer Retention, Risk Management, CRM, Training, Investments
Education
University of Florida 2007 — 2010
Bachelor of Science (BS), Food and Resource Economics
Jonathan Gonwa Jonathan Gonwa's Merrill Lynch Experience September 2008 - December 2009
Job Financial Analyst at ManpowerGroup
Industry Banking
Experience
ManpowerGroup June 2015 - Present
Sears Holdings Corporation May 2014 - July 2014
Office Depot November 2010 - November 2012
JP Morgan Chase Bank February 2010 - May 2010
Merrill Lynch September 2008 - December 2009
Merrill Lynch January 2008 - May 2008
University of Florida Bookstore April 2005 - January 2007
University Directories May 2006 - September 2006
Skills
Financial Risk, Merchandising, Derivatives, Risk Management, Account Reconciliation, Analysis, Advertising, Trading, Investments
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
University of Florida 2004 — 2008
Bachelors of Science, Business Administration, Finance Major
ManpowerGroup June 2015 - Present
Sears Holdings Corporation May 2014 - July 2014
Office Depot November 2010 - November 2012
JP Morgan Chase Bank February 2010 - May 2010
Merrill Lynch September 2008 - December 2009
Merrill Lynch January 2008 - May 2008
University of Florida Bookstore April 2005 - January 2007
University Directories May 2006 - September 2006
Skills
Financial Risk, Merchandising, Derivatives, Risk Management, Account Reconciliation, Analysis, Advertising, Trading, Investments
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
University of Florida 2004 — 2008
Bachelors of Science, Business Administration, Finance Major
Bobbi Bevis's Merrill Lynch Experience March 2010 - November 2010
Job Realtor
Industry Real Estate
Experience
ReMax Harbor Realty November 2010 - Present
Merrill Lynch March 2010 - November 2010
First Community Bank October 2004 - March 2010
SunTrust Bank July 2000 - October 2004
SunTrust Bank March 2000 - October 2004
Charlotte State Bank January 1992 - January 2000
BancFlorida January 1982 - January 1992
First Federal of January 1981 - January 1982
Skills
Loans, Banking, Underwriting, Sales Management, Deposits, Referrals, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Retail Banking, Small Business Lending, Portfolio Management, Refinance, Real Estate, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Listing Homes, Existing Home Sales, Vacant Land Sales, Resale Properties, Investments, Single Family Homes, Sellers, REO, Investment Properties, Short Sales, Foreclosures, Residential Homes, First Time Home Buyers, FHA, Buyers, Investors, Relocation, Loan Origination, Condos, New Home Sales, Real Property, Sales, Buyer Representation, Listings, Luxury, Customer Service, Management
Education
University of Florida 2008 — 2010
Florida School Of Banking
Barron Collier High School
ReMax Harbor Realty November 2010 - Present
Merrill Lynch March 2010 - November 2010
First Community Bank October 2004 - March 2010
SunTrust Bank July 2000 - October 2004
SunTrust Bank March 2000 - October 2004
Charlotte State Bank January 1992 - January 2000
BancFlorida January 1982 - January 1992
First Federal of January 1981 - January 1982
Skills
Loans, Banking, Underwriting, Sales Management, Deposits, Referrals, Commercial Lending, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Retail Banking, Small Business Lending, Portfolio Management, Refinance, Real Estate, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Listing Homes, Existing Home Sales, Vacant Land Sales, Resale Properties, Investments, Single Family Homes, Sellers, REO, Investment Properties, Short Sales, Foreclosures, Residential Homes, First Time Home Buyers, FHA, Buyers, Investors, Relocation, Loan Origination, Condos, New Home Sales, Real Property, Sales, Buyer Representation, Listings, Luxury, Customer Service, Management
Education
University of Florida 2008 — 2010
Florida School Of Banking
Barron Collier High School
John Hinson, CPA John Hinson, CPA's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2011 - Present
Morgan Stanley Smith Barney January 2010 - August 2011
Huron Consulting Group January 2008 - December 2009
Mount Carmel Health System January 2009 - April 2009
HealthSouth November 2004 - January 2007
HealthSouth 2004 - 2006
Community Health Systems September 2001 - October 2004
Baptist Hospital 1998 - 1999
Skills
Financial Analysis, Accounting, Financial Advisory, Financial Services, Investments, Financial Planning, Strategic Planning, Finance
Education
University of West Florida 1987 — 1990
BA, Accounting
University of Florida 1984 — 1987
Bachelor of Architecture (B.Arch.), Civil Engineering
Church
Merrill Lynch August 2011 - Present
Morgan Stanley Smith Barney January 2010 - August 2011
Huron Consulting Group January 2008 - December 2009
Mount Carmel Health System January 2009 - April 2009
HealthSouth November 2004 - January 2007
HealthSouth 2004 - 2006
Community Health Systems September 2001 - October 2004
Baptist Hospital 1998 - 1999
Skills
Financial Analysis, Accounting, Financial Advisory, Financial Services, Investments, Financial Planning, Strategic Planning, Finance
Education
University of West Florida 1987 — 1990
BA, Accounting
University of Florida 1984 — 1987
Bachelor of Architecture (B.Arch.), Civil Engineering
Church
Ryan Lurie Ryan Lurie's Merrill Lynch Experience August 2005 - September 2008
Job Vice President, Financial Advisor
Industry Financial Services
Experience
Morgan Stanley September 2008 - Present
Merrill Lynch August 2005 - September 2008
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Account Management, Investment Strategies, Series 63, Investments, Securities, Alternative Investments
Education
University of Florida 2002 — 2005
BS, Marketing
Morgan Stanley September 2008 - Present
Merrill Lynch August 2005 - September 2008
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Account Management, Investment Strategies, Series 63, Investments, Securities, Alternative Investments
Education
University of Florida 2002 — 2005
BS, Marketing
Jonathon Palmquist Jonathon Palmquist's Merrill Lynch Experience April 2007 - September 2007
Job Underwriter at Beazley
Industry Insurance
Experience
Beazley July 2015 - Present
Beazley August 2010 - Present
Farm Credit of North Florida May 2008 - December 2009
Merrill Lynch April 2007 - September 2007
University of Florida April 2006 - March 2007
Tower Hill Insurance Group June 2005 - November 2005
Education
University of Florida 2008 — 2009
MS, Economics
University of Florida 2003 — 2008
BS, Economics
Beazley July 2015 - Present
Beazley August 2010 - Present
Farm Credit of North Florida May 2008 - December 2009
Merrill Lynch April 2007 - September 2007
University of Florida April 2006 - March 2007
Tower Hill Insurance Group June 2005 - November 2005
Education
University of Florida 2008 — 2009
MS, Economics
University of Florida 2003 — 2008
BS, Economics
Ken Gunsberger's Merrill Lynch Experience May 1995 - October 1999
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS October 2008 - Present
Morgan Stanley October 1999 - October 2008
Merrill Lynch May 1995 - October 1999
Education
University of Florida 1983 — 1987
BS, Finance and Financial Management Services
UBS October 2008 - Present
Morgan Stanley October 1999 - October 2008
Merrill Lynch May 1995 - October 1999
Education
University of Florida 1983 — 1987
BS, Finance and Financial Management Services
Aria Woodley's Merrill Lynch Experience September 2009 - August 2012
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Bank of America June 2013 - August 2013
Merrill Lynch September 2009 - August 2012
LPL Financial December 2008 - June 2009
Skills
Investments, Strategic Financial..., Finance, Series 7, Financial Services, Portfolio Management, Financial Advisory, Mutual Funds, Wealth Management, Banking, Asset Allocation, Investment Advisory, Estate Planning, Securities, Investment Management, Event Management, Investment Strategies, Quantitative, Retirement Planning, Morningstar, Personal Budgeting, Microsoft Excel, Microsoft Office, Data Analysis, Project Management, Process Improvement, Business Strategy, Project Implementation
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Management & Organizations, Management & Strategy, Finance
University of Florida 2004 — 2008
Bachelor's Degree, Finance
J.P. Morgan September 2014 - Present
Bank of America June 2013 - August 2013
Merrill Lynch September 2009 - August 2012
LPL Financial December 2008 - June 2009
Skills
Investments, Strategic Financial..., Finance, Series 7, Financial Services, Portfolio Management, Financial Advisory, Mutual Funds, Wealth Management, Banking, Asset Allocation, Investment Advisory, Estate Planning, Securities, Investment Management, Event Management, Investment Strategies, Quantitative, Retirement Planning, Morningstar, Personal Budgeting, Microsoft Excel, Microsoft Office, Data Analysis, Project Management, Process Improvement, Business Strategy, Project Implementation
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Management & Organizations, Management & Strategy, Finance
University of Florida 2004 — 2008
Bachelor's Degree, Finance
Anu Pandey's Merrill Lynch Experience October 2012 - January 2014
Job Technical Talent Consultant Indeed Prime
Industry Staffing and Recruiting
Experience
Indeed.com July 2015 - Present
Google February 2014 - July 2015
Merrill Lynch October 2012 - January 2014
Teach For America May 2012 - August 2012
Teach For America August 2011 - June 2012
Skills
Recruiting, Research, Editing, Social Media, Nonprofits, Teaching, Public Speaking, Microsoft Office, Community Outreach, Project Management, Non-profits, Social Media Marketing, Event Planning, Data Analysis, Fundraising, Curriculum Development, Tutoring, Grant Writing, Microsoft Excel
Education
University of Florida 2009 — 2011
M.A., History
University of Florida 2005 — 2009
B.A., History, Religion, French
Indeed.com July 2015 - Present
Google February 2014 - July 2015
Merrill Lynch October 2012 - January 2014
Teach For America May 2012 - August 2012
Teach For America August 2011 - June 2012
Skills
Recruiting, Research, Editing, Social Media, Nonprofits, Teaching, Public Speaking, Microsoft Office, Community Outreach, Project Management, Non-profits, Social Media Marketing, Event Planning, Data Analysis, Fundraising, Curriculum Development, Tutoring, Grant Writing, Microsoft Excel
Education
University of Florida 2009 — 2011
M.A., History
University of Florida 2005 — 2009
B.A., History, Religion, French
Craig Brodsky, CSM Craig Brodsky, CSM's Merrill Lynch Experience May 2002 - November 2003
Job Project Management Team Lead at Labcorp
Industry Information Technology and Services
Experience
LabCorp February 2007 - Present
Kidde February 2006 - February 2007
EdVenture Partners December 2003 - December 2005
Merrill Lynch May 2002 - November 2003
Skills
PMP, PMO, SDLC, Project Management, Healthcare Information..., Visio, Program Management, Project Portfolio..., Integration, Requirements Analysis, Software Project..., Electronic Data..., Scrum, Business Analysis, Project Delivery, Public Speaking, Requirements Gathering, IT Strategy, Team Building, Healthcare Information...
Education
University of Florida
Bachelor of Arts (B.A.), English
LabCorp February 2007 - Present
Kidde February 2006 - February 2007
EdVenture Partners December 2003 - December 2005
Merrill Lynch May 2002 - November 2003
Skills
PMP, PMO, SDLC, Project Management, Healthcare Information..., Visio, Program Management, Project Portfolio..., Integration, Requirements Analysis, Software Project..., Electronic Data..., Scrum, Business Analysis, Project Delivery, Public Speaking, Requirements Gathering, IT Strategy, Team Building, Healthcare Information...
Education
University of Florida
Bachelor of Arts (B.A.), English
Timothy Buckley, MBA's Merrill Lynch Experience November 2013 - Present
Job Team Manager Regulatory Control Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Merrill Lynch May 2011 - November 2013
Scottrade April 2010 - April 2011
Skills
Microsoft Excel, Number Crunching, Strategic Planning, Fast Learner, Determination, Risk Management, Financial Analysis, Time Management, Data Analysis, Teamwork
Education
University of Florida 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Richard Stockton College of New Jersey 2007 — 2011
Bachelor of Science (B.S.), Accounting
Merrill Lynch November 2013 - Present
Merrill Lynch May 2011 - November 2013
Scottrade April 2010 - April 2011
Skills
Microsoft Excel, Number Crunching, Strategic Planning, Fast Learner, Determination, Risk Management, Financial Analysis, Time Management, Data Analysis, Teamwork
Education
University of Florida 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Richard Stockton College of New Jersey 2007 — 2011
Bachelor of Science (B.S.), Accounting
Dasha Dyomkina-Reece Dasha Dyomkina-Reece's Merrill Lynch Experience May 2015 - Present
Job Merrill Lynch Global Banking & Markets
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch July 2011 - April 2015
SunTrust Bank May 2010 - June 2011
Merrill Lynch 2010 - 2010
Skills
Financial Analysis, Corporate Finance, Risk Management, Microsoft Excel, Financial Modeling, PowerPoint, Credit Risk, Analysis, Valuation, Microsoft Word, Data Analysis
Education
University of Florida - Warrington College Of Business 2007 — 2011
BS/BA, Finance and Political Science
University of Florida
Merrill Lynch May 2015 - Present
Merrill Lynch July 2011 - April 2015
SunTrust Bank May 2010 - June 2011
Merrill Lynch 2010 - 2010
Skills
Financial Analysis, Corporate Finance, Risk Management, Microsoft Excel, Financial Modeling, PowerPoint, Credit Risk, Analysis, Valuation, Microsoft Word, Data Analysis
Education
University of Florida - Warrington College Of Business 2007 — 2011
BS/BA, Finance and Political Science
University of Florida
Carnell Moore, CFP®'s Merrill Lynch Experience February 1996 - October 2014
Job Wealth Advisor, MLO, REALTOR® / CEO & Founder
Industry Sports
Experience
Vital Guidance Financial Management October 2014 - Present
Premier Players Inc. & Premier Players Sports Foundation January 2010 - Present
Merrill Lynch February 1996 - October 2014
First Union National Bank June 1994 - February 1996
U.S. Air Force December 1985 - October 1991
Skills
Public Speaking, Social Media, Marketing, Non-profits, Public Relations, Fundraising, Event Planning, Nonprofits, Entrepreneurship, Social Networking, Event Management, Social Media Marketing, Facebook, Advertising, Media Relations, Press Releases, Strategic Planning, Marketing Communications, Email Marketing, Marketing Strategy, Corporate Communications, Small Business, Online Advertising, Strategy, Leadership, Wealth Management, Sales, Business Development, New Business Development, Business Planning, Strategic Partnerships, Start-ups, Management, Team Building, Online Marketing, Budgets, Account Management, Business Strategy, Market Research, Sports, Brand Development
Education
University of Florida 1991 — 1993
Master's degree, Mass Communications (Investor Relations), 3.0+
University of Florida 1991 — 1993
MS in Communications (Investor Relations), Investor Relations
Vital Guidance Financial Management October 2014 - Present
Premier Players Inc. & Premier Players Sports Foundation January 2010 - Present
Merrill Lynch February 1996 - October 2014
First Union National Bank June 1994 - February 1996
U.S. Air Force December 1985 - October 1991
Skills
Public Speaking, Social Media, Marketing, Non-profits, Public Relations, Fundraising, Event Planning, Nonprofits, Entrepreneurship, Social Networking, Event Management, Social Media Marketing, Facebook, Advertising, Media Relations, Press Releases, Strategic Planning, Marketing Communications, Email Marketing, Marketing Strategy, Corporate Communications, Small Business, Online Advertising, Strategy, Leadership, Wealth Management, Sales, Business Development, New Business Development, Business Planning, Strategic Partnerships, Start-ups, Management, Team Building, Online Marketing, Budgets, Account Management, Business Strategy, Market Research, Sports, Brand Development
Education
University of Florida 1991 — 1993
Master's degree, Mass Communications (Investor Relations), 3.0+
University of Florida 1991 — 1993
MS in Communications (Investor Relations), Investor Relations
Chris Whitehurst Chris Whitehurst's Merrill Lynch Experience January 1998 - October 2000
Job Business Manager
Industry Utilities
Experience
University of Florida March 2007 - Present
Tech Data December 2000 - November 2005
Merrill Lynch January 1998 - October 2000
Skills
Financial Analysis, Credit, Management, Team Leadership, Risk Management, Strategic Planning, Budgets, Loans, Sales, Microsoft Word, Banking, Process Improvement
Education
University of Tampa 2003 — 2006
Master of Business Administration (M.B.A.), with a Concentration in Managerial Accounting
University of Florida 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Florida March 2007 - Present
Tech Data December 2000 - November 2005
Merrill Lynch January 1998 - October 2000
Skills
Financial Analysis, Credit, Management, Team Leadership, Risk Management, Strategic Planning, Budgets, Loans, Sales, Microsoft Word, Banking, Process Improvement
Education
University of Tampa 2003 — 2006
Master of Business Administration (M.B.A.), with a Concentration in Managerial Accounting
University of Florida 1991 — 1995
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Barbara Million's Merrill Lynch Experience November 1999 - December 2008
Job Associate Vice President Investments Officer, Financial Advisor, Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. December 2008 - Present
Merrill Lynch November 1999 - December 2008
Skills
Investments, Risk Management, Investment Strategies, Financial Advisory, Finance, Wealth, Financial Risk, Strategic Investment..., Estate Planning..., Retirement Planning, Estate Planning, Management, Retirement, Series 7, Customer Service, Mutual Funds
Education
University of Florida
Bachelor's Degree, Business and Finance
Wells Fargo Advisors, LLC. December 2008 - Present
Merrill Lynch November 1999 - December 2008
Skills
Investments, Risk Management, Investment Strategies, Financial Advisory, Finance, Wealth, Financial Risk, Strategic Investment..., Estate Planning..., Retirement Planning, Estate Planning, Management, Retirement, Series 7, Customer Service, Mutual Funds
Education
University of Florida
Bachelor's Degree, Business and Finance
Sherry Blech Sherry Blech's Merrill Lynch Experience April 2003 - March 2010
Job Scrum Master at Florida Blue
Industry Insurance
Experience
Florida Blue March 2014 - Present
Florida Blue April 2010 - May 2014
Merrill Lynch April 2003 - March 2010
Merrill Lynch July 2001 - March 2003
Merrill Lynch August 1992 - June 2001
Skills
SDLC, PMP, Project Management, Business Analysis, Requirements Analysis, SharePoint, Agile Methodologies, Business Requirements, User Acceptance Testing, Healthcare Information..., Scrum, Risk Management, Health Insurance, Visio, Process Improvement, Team Building
Education
University of Florida 1988 — 1992
Bachelor of Arts, Psychology
University of Florida 1988 — 1992
Bachelor of Arts (BA), Psychology
Florida Blue March 2014 - Present
Florida Blue April 2010 - May 2014
Merrill Lynch April 2003 - March 2010
Merrill Lynch July 2001 - March 2003
Merrill Lynch August 1992 - June 2001
Skills
SDLC, PMP, Project Management, Business Analysis, Requirements Analysis, SharePoint, Agile Methodologies, Business Requirements, User Acceptance Testing, Healthcare Information..., Scrum, Risk Management, Health Insurance, Visio, Process Improvement, Team Building
Education
University of Florida 1988 — 1992
Bachelor of Arts, Psychology
University of Florida 1988 — 1992
Bachelor of Arts (BA), Psychology
Gregory Manis's Merrill Lynch Experience April 2011 - August 2011
Job Energy Analyst
Industry Oil & Energy
Experience
EDF Trading North America, LLC July 2014 - Present
Bank of Texas November 2012 - June 2014
BOK Financial June 2012 - November 2012
Merrill Lynch April 2011 - August 2011
Trade PMR January 2010 - June 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Bloomberg, Financial Statement..., Valuation, Morningstar, Credit Analysis, Underwriting, Finance, Commercial Banking
Education
University of Florida 2008 — 2012
Bachelors of Science, Finance
EDF Trading North America, LLC July 2014 - Present
Bank of Texas November 2012 - June 2014
BOK Financial June 2012 - November 2012
Merrill Lynch April 2011 - August 2011
Trade PMR January 2010 - June 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Bloomberg, Financial Statement..., Valuation, Morningstar, Credit Analysis, Underwriting, Finance, Commercial Banking
Education
University of Florida 2008 — 2012
Bachelors of Science, Finance
Jeremy Franco's Merrill Lynch Experience May 2011 - July 2011
Job MBA Candidate at NYU Stern School of Business and Planner at Bloomingdale's
Industry Retail
Experience
Bloomingdale's February 2015 - Present
Bloomingdale's October 2013 - January 2015
Bloomingdale's June 2012 - October 2013
Merrill Lynch May 2011 - July 2011
Skills
Microsoft Office, Excel, PowerPoint, Lotus Notes, Mainframe, Microsoft Excel, Financial Analysis, Team Leadership, Merchandising, Retail, Marketing
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Florida 2008 — 2012
BS, Finance
CEA Global Campus: Barcelona 2011 — 2011
Business Administration and Management, General
Bloomingdale's February 2015 - Present
Bloomingdale's October 2013 - January 2015
Bloomingdale's June 2012 - October 2013
Merrill Lynch May 2011 - July 2011
Skills
Microsoft Office, Excel, PowerPoint, Lotus Notes, Mainframe, Microsoft Excel, Financial Analysis, Team Leadership, Merchandising, Retail, Marketing
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Florida 2008 — 2012
BS, Finance
CEA Global Campus: Barcelona 2011 — 2011
Business Administration and Management, General
Rhonda Williams CFP(r) Rhonda Williams CFP(r)'s Merrill Lynch Experience March 2011 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Merrill Lynch May 1986 - February 2010
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Securities, Series 63, Asset Allocation, Financial Services, Financial Planning
Education
University of Florida 1981 — 1986
Bachelor of Science (BS), Finance, General
Merrill Lynch March 2011 - Present
Merrill Lynch May 1986 - February 2010
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Securities, Series 63, Asset Allocation, Financial Services, Financial Planning
Education
University of Florida 1981 — 1986
Bachelor of Science (BS), Finance, General
Marc Magnarella Marc Magnarella's Merrill Lynch Experience May 2004 - July 2006
Job Senior Pricing Analyst at Darden
Industry Entertainment
Experience
Darden January 2015 - Present
The Walt Disney Company February 2012 - January 2015
The Walt Disney Company November 2010 - February 2012
The Walt Disney Company November 2008 - November 2010
Raymond James Financial Inc. May 2007 - August 2007
Merrill Lynch May 2004 - July 2006
Skills
Microsoft Office (Word,..., Business Objects (RMSR,..., Project Management, Forecasting, Management, Leadership, Pricing, Analysis, Financial Modeling, Strategic Planning, Marketing
Education
University of Florida 2006 — 2008
MBA, Finance and Management
University of Florida 2000 — 2004
Bachelor of Science, Finance
Eastside High School 1996 — 2000
International Baccalaureate Diploma
Darden January 2015 - Present
The Walt Disney Company February 2012 - January 2015
The Walt Disney Company November 2010 - February 2012
The Walt Disney Company November 2008 - November 2010
Raymond James Financial Inc. May 2007 - August 2007
Merrill Lynch May 2004 - July 2006
Skills
Microsoft Office (Word,..., Business Objects (RMSR,..., Project Management, Forecasting, Management, Leadership, Pricing, Analysis, Financial Modeling, Strategic Planning, Marketing
Education
University of Florida 2006 — 2008
MBA, Finance and Management
University of Florida 2000 — 2004
Bachelor of Science, Finance
Eastside High School 1996 — 2000
International Baccalaureate Diploma
Carlos Enjamio Carlos Enjamio's Merrill Lynch Experience May 2012 - August 2012
Job Hedge Fund Accountant at KRFS
Industry Financial Services
Experience
Kaufman Rossin Fund Services June 2013 - Present
Merrill Lynch May 2012 - August 2012
Carnival Corporation May 2010 - July 2010
Skills
Microsoft Office, Customer Service, Finance, Investments, Microsoft Word, Leadership, Management, Banking, Financial Modeling, Portfolio Management
Education
University of Florida 2009 — 2013
Bachelor of Science, Finance, General
Kaufman Rossin Fund Services June 2013 - Present
Merrill Lynch May 2012 - August 2012
Carnival Corporation May 2010 - July 2010
Skills
Microsoft Office, Customer Service, Finance, Investments, Microsoft Word, Leadership, Management, Banking, Financial Modeling, Portfolio Management
Education
University of Florida 2009 — 2013
Bachelor of Science, Finance, General
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
Richie Saig's Merrill Lynch Experience December 2012 - December 2013
Job Wealth Management Representative at Merrill Lynch
Industry Financial Services
Experience
University of North Florida January 2014 - Present
Jacksonville Media Group June 2013 - January 2014
Merrill Lynch December 2012 - December 2013
Skills
Philanthropy, Leadership, Leadership Development, Social Media Marketing, Social Networking, Strategic Planning, Strategic Communications
Education
University of Florida 2009 — 2012
University of North Florida - College of Business Administration 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of North Florida January 2014 - Present
Jacksonville Media Group June 2013 - January 2014
Merrill Lynch December 2012 - December 2013
Skills
Philanthropy, Leadership, Leadership Development, Social Media Marketing, Social Networking, Strategic Planning, Strategic Communications
Education
University of Florida 2009 — 2012
University of North Florida - College of Business Administration 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Kristen Lucas Kristen Lucas's Merrill Lynch Experience January 2007 - May 2007
Job Client Services Brand Protection
Industry Research
Experience
channelIQ November 2011 - Present
University of Florida August 2008 - August 2010
Merrill Lynch January 2007 - May 2007
Skills
SPSS, Stata, Teamwork, Editing, Statistics, Microsoft Excel, Sales, Economics, Data Analysis, Microsoft Word, Marketing
Education
University of Florida 2008 — 2010
Master of Science, Resource Economics
University of Florida 2004 — 2007
Bachelor of Arts, Economics
channelIQ November 2011 - Present
University of Florida August 2008 - August 2010
Merrill Lynch January 2007 - May 2007
Skills
SPSS, Stata, Teamwork, Editing, Statistics, Microsoft Excel, Sales, Economics, Data Analysis, Microsoft Word, Marketing
Education
University of Florida 2008 — 2010
Master of Science, Resource Economics
University of Florida 2004 — 2007
Bachelor of Arts, Economics
Ed Dwyer Ed Dwyer's Merrill Lynch Experience 1996 - 2000
Job Senior Director, Web Operations at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross February 2012 - Present
McFadyen Solutions 2011 - 2011
McFadyen Solutions 2011 - 2011
Nutrisystem June 2007 - October 2010
Cryptosage May 2002 - June 2007
VerticalNet April 2000 - May 2002
Merrill Lynch 1996 - 2000
Merrill Lynch 1996 - 2000
Skills
Cloud Computing, Security, IT Strategy, Disaster Recovery, Vendor Relations, SDLC, Integration, Vendor Management, Program Management, Agile Methodologies, Business Process, Business Analysis, E-commerce, Enterprise Software, IT Operations, Leadership, Management, Process Improvement, SaaS, Service Delivery, Software Documentation, Software Project..., Testing, CRM
Education
University of Florida
Computer Science
American Red Cross February 2012 - Present
McFadyen Solutions 2011 - 2011
McFadyen Solutions 2011 - 2011
Nutrisystem June 2007 - October 2010
Cryptosage May 2002 - June 2007
VerticalNet April 2000 - May 2002
Merrill Lynch 1996 - 2000
Merrill Lynch 1996 - 2000
Skills
Cloud Computing, Security, IT Strategy, Disaster Recovery, Vendor Relations, SDLC, Integration, Vendor Management, Program Management, Agile Methodologies, Business Process, Business Analysis, E-commerce, Enterprise Software, IT Operations, Leadership, Management, Process Improvement, SaaS, Service Delivery, Software Documentation, Software Project..., Testing, CRM
Education
University of Florida
Computer Science
Alan Jardeleza Alan Jardeleza's Merrill Lynch Experience January 2012 - Present
Job Wealth Advisor at Merrill Lynch Private Client Group
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Franklin Templeton Investments July 2005 - January 2012
Jasper Capital July 2004 - July 2005
Wachovia Securities January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Education
University of Florida 1992 — 1997
Bachelor of Arts (B.A.)
John Carroll Catholic High School 1988 — 1992
Merrill Lynch January 2012 - Present
Franklin Templeton Investments July 2005 - January 2012
Jasper Capital July 2004 - July 2005
Wachovia Securities January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Education
University of Florida 1992 — 1997
Bachelor of Arts (B.A.)
John Carroll Catholic High School 1988 — 1992
Frank Peard, CRPC® Frank Peard, CRPC®'s Merrill Lynch Experience February 2001 - November 2009
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS November 2009 - Present
Merrill Lynch February 2001 - November 2009
Chicago Board of Trade August 1983 - November 1999
Skills
Wealth Management, Portfolio Management
Education
University of Florida 1978 — 1982
Bachelor of Science (BS), Finance, General
UBS November 2009 - Present
Merrill Lynch February 2001 - November 2009
Chicago Board of Trade August 1983 - November 1999
Skills
Wealth Management, Portfolio Management
Education
University of Florida 1978 — 1982
Bachelor of Science (BS), Finance, General
Neil Palka, CRPS ® Neil Palka, CRPS ®'s Merrill Lynch Experience May 2000 - Present
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2000 - Present
NationsBank 1995 - 2000
Skills
401k, Qualified Retirement..., Retirement Plan..., Small Business..., Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Series 7, Series 63, Fixed Annuities, Uniform Combined State...
Education
University of Florida 1991 — 1994
Bachelors of Science, Accounting
Merrill Lynch May 2000 - Present
NationsBank 1995 - 2000
Skills
401k, Qualified Retirement..., Retirement Plan..., Small Business..., Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Series 7, Series 63, Fixed Annuities, Uniform Combined State...
Education
University of Florida 1991 — 1994
Bachelors of Science, Accounting
Sam Sarcone Sam Sarcone's Merrill Lynch Experience 1989 - 1990
Job President @ PensionPlanet.com / Pension Data Resources / Erisa Red Book Online
Industry Financial Services
Experience
Pension Data Resources, Inc. January 1987 - Present
Raymond James Financial Inc. 1993 - 1996
Paine Webber 1990 - 1993
Merrill Lynch 1989 - 1990
Kidder Peabody 1987 - 1989
Towers Watson 1983 - 1987
Skills
401k, Profit Sharing, Defined Benefit, ERISA, Retirement Services
Education
University of South Florida 1982 — 1983
MBA, Business Administration
University of Florida 1978 — 1982
BA, Business Administration
Jesuit
Pension Data Resources, Inc. January 1987 - Present
Raymond James Financial Inc. 1993 - 1996
Paine Webber 1990 - 1993
Merrill Lynch 1989 - 1990
Kidder Peabody 1987 - 1989
Towers Watson 1983 - 1987
Skills
401k, Profit Sharing, Defined Benefit, ERISA, Retirement Services
Education
University of South Florida 1982 — 1983
MBA, Business Administration
University of Florida 1978 — 1982
BA, Business Administration
Jesuit
Christine Brown Christine Brown's Merrill Lynch Experience March 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Merrill Lynch September 2011 - March 2013
Merrill Lynch March 2011 - September 2011
Merrill Lynch April 2010 - March 2011
Merrill Lynch November 2009 - April 2010
Merrill Lynch April 2009 - November 2009
Merrill Lynch May 2005 - August 2005
Skills
Series 7, Derivatives, Series 63, Investments, Wealth Management, Asset Allocation, Fixed Income, Alternative Investments, Mutual Funds, Uniform Combined State..., Investment Strategies, Investment Advisory, Equities, Securities, Bloomberg, Investment Management, Retirement Planning
Education
University of Florida - Warrington College Of Business 2008 — 2009
Master's, International Business
University of Florida 2004 — 2008
Bachelors, Journalism, Photojournalism
Merrill Lynch March 2013 - Present
Merrill Lynch September 2011 - March 2013
Merrill Lynch March 2011 - September 2011
Merrill Lynch April 2010 - March 2011
Merrill Lynch November 2009 - April 2010
Merrill Lynch April 2009 - November 2009
Merrill Lynch May 2005 - August 2005
Skills
Series 7, Derivatives, Series 63, Investments, Wealth Management, Asset Allocation, Fixed Income, Alternative Investments, Mutual Funds, Uniform Combined State..., Investment Strategies, Investment Advisory, Equities, Securities, Bloomberg, Investment Management, Retirement Planning
Education
University of Florida - Warrington College Of Business 2008 — 2009
Master's, International Business
University of Florida 2004 — 2008
Bachelors, Journalism, Photojournalism
Colin Bernatt Colin Bernatt's Merrill Lynch Experience February 2012 - Present
Job MBA Candidate. University of Florida
Industry Automotive
Experience
University of Florida June 2015 - Present
Merrill Lynch February 2012 - Present
Merrill Lynch February 2012 - June 2015
Enterprise Rent-A-Car June 2011 - February 2012
Skills
Series 7, Trading, Asset Allocation, Investments, Teamwork, Wealth Management, Equities, Management, Financial Services, Investment Advisory, Retirement Planning, Financial Analysis, Leadership, Social Media, Time Management, Public Speaking, Customer Service, Microsoft Word, Microsoft Excel, Securities, Mutual Funds, Finance, Fixed Income, Estate Planning, PowerPoint, Uniform Combined State..., Series 66, CFA Level 1 Candidate..., Cyber-security
Education
University of Florida 2015 — 2016
MBA Candidate, Finance, General
University of Pittsburgh 2007 — 2011
Bachelor's Degree, Finance
University of Florida June 2015 - Present
Merrill Lynch February 2012 - Present
Merrill Lynch February 2012 - June 2015
Enterprise Rent-A-Car June 2011 - February 2012
Skills
Series 7, Trading, Asset Allocation, Investments, Teamwork, Wealth Management, Equities, Management, Financial Services, Investment Advisory, Retirement Planning, Financial Analysis, Leadership, Social Media, Time Management, Public Speaking, Customer Service, Microsoft Word, Microsoft Excel, Securities, Mutual Funds, Finance, Fixed Income, Estate Planning, PowerPoint, Uniform Combined State..., Series 66, CFA Level 1 Candidate..., Cyber-security
Education
University of Florida 2015 — 2016
MBA Candidate, Finance, General
University of Pittsburgh 2007 — 2011
Bachelor's Degree, Finance
Ned Selvog Ned Selvog's Merrill Lynch Experience March 2002 - August 2003
Job Director, Business Development with PeopleScout, A TrueBlue Company
Industry Staffing and Recruiting
Experience
PeopleScout September 2012 - Present
People Reach November 2007 - September 2012
CPS, Inc May 2006 - October 2007
Staff Management August 2003 - May 2006
Merrill Lynch March 2002 - August 2003
Skills
Recruiting, Sourcing, Talent Acquisition, CRM, Applicant Tracking..., Interviews, Management, Digital Media, Talent Management, Marketing, Cold Calling, Market Research, Leadership, Benefits Negotiation, Technical Recruiting, Temporary Placement, Process Improvement, Human Resources, Account Management, New Business Development, Strategy, Lead Generation, Sales, Negotiation, Onboarding, Market Analysis, Executive Search, Business Development, Integrated Marketing, Financial Services, Competitive Analysis, Salesforce.com, Online Advertising, Advertising, Digital Marketing, Hiring, Networking, Customer Retention, Contract Negotiation, Internet Recruiting, Contract Recruitment, Time Management, Forecasting, Staffing Services, Training, Strategy and Strategic..., Business Intelligence, Relationship Management, Statistical Data..., Data Mining
Education
University of Florida 1995 — 1999
BA, Business Administration
PeopleScout September 2012 - Present
People Reach November 2007 - September 2012
CPS, Inc May 2006 - October 2007
Staff Management August 2003 - May 2006
Merrill Lynch March 2002 - August 2003
Skills
Recruiting, Sourcing, Talent Acquisition, CRM, Applicant Tracking..., Interviews, Management, Digital Media, Talent Management, Marketing, Cold Calling, Market Research, Leadership, Benefits Negotiation, Technical Recruiting, Temporary Placement, Process Improvement, Human Resources, Account Management, New Business Development, Strategy, Lead Generation, Sales, Negotiation, Onboarding, Market Analysis, Executive Search, Business Development, Integrated Marketing, Financial Services, Competitive Analysis, Salesforce.com, Online Advertising, Advertising, Digital Marketing, Hiring, Networking, Customer Retention, Contract Negotiation, Internet Recruiting, Contract Recruitment, Time Management, Forecasting, Staffing Services, Training, Strategy and Strategic..., Business Intelligence, Relationship Management, Statistical Data..., Data Mining
Education
University of Florida 1995 — 1999
BA, Business Administration
Amber Rushe's Merrill Lynch Experience May 2002 - September 2004
Job Mortgage Loan Officer at PNC mortgage, A division of PNC Bank NMLS #181105
Industry Financial Services
Experience
PNC Mortgage May 2013 - Present
EverBank October 2009 - April 2013
PHH Mortgage May 2009 - September 2009
Washington Mutual/ JP Morgan Chase October 2004 - May 2009
Merrill Lynch May 2002 - September 2004
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, Loans, Credit, Refinance, FHA financing, Banking, VA loans, Government Loans, Investment Properties, Credit Analysis, Mortgage Underwriting, USDA, VA Loans, FHA Financing
Education
University of Florida 1998 — 2002
Bachelor of Science (BS)
Stanton College Preparatory 1995 — 1998
High School Diploma
Bolles 1986 — 1993
PNC Mortgage May 2013 - Present
EverBank October 2009 - April 2013
PHH Mortgage May 2009 - September 2009
Washington Mutual/ JP Morgan Chase October 2004 - May 2009
Merrill Lynch May 2002 - September 2004
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, Loans, Credit, Refinance, FHA financing, Banking, VA loans, Government Loans, Investment Properties, Credit Analysis, Mortgage Underwriting, USDA, VA Loans, FHA Financing
Education
University of Florida 1998 — 2002
Bachelor of Science (BS)
Stanton College Preparatory 1995 — 1998
High School Diploma
Bolles 1986 — 1993
Annie Sessa's Merrill Lynch Experience May 2002 - August 2004
Job Sr Production Manager at Polo Ralph Lauren
Industry Retail
Experience
Polo Ralph Lauren May 2010 - Present
Polo Ralph Lauren October 2006 - April 2009
New York & Company January 2005 - September 2006
Merrill Lynch May 2002 - August 2004
Education
University of Florida 1998 — 2002
Bachelors, Business Administration, Decision and Information Sciences
University of Florida - Warrington College Of Business 1998 — 2002
Decision Information Sciences
Polo Ralph Lauren May 2010 - Present
Polo Ralph Lauren October 2006 - April 2009
New York & Company January 2005 - September 2006
Merrill Lynch May 2002 - August 2004
Education
University of Florida 1998 — 2002
Bachelors, Business Administration, Decision and Information Sciences
University of Florida - Warrington College Of Business 1998 — 2002
Decision Information Sciences
Derrick Beveridge, CFA's Merrill Lynch Experience May 2006 - September 2006
Job Associate at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities February 2013 - Present
Wells Fargo March 2010 - February 2013
Allen C. Ewing & Co. January 2007 - March 2010
Merrill Lynch May 2006 - September 2006
Skills
Financial Modeling, Fixed Income Analysis, Healthcare Industry, Investment Banking, Bank Mergers, Corporate Finance, Valuation, Capital Markets, Bloomberg
Education
University of Florida 2003 — 2007
BS, Economics
Wells Fargo Securities February 2013 - Present
Wells Fargo March 2010 - February 2013
Allen C. Ewing & Co. January 2007 - March 2010
Merrill Lynch May 2006 - September 2006
Skills
Financial Modeling, Fixed Income Analysis, Healthcare Industry, Investment Banking, Bank Mergers, Corporate Finance, Valuation, Capital Markets, Bloomberg
Education
University of Florida 2003 — 2007
BS, Economics
Adam Frazier, CFA's Merrill Lynch Experience September 2005 - March 2007
Job Senior Manager FP&A: Commercial Support at Tyco
Industry Security and Investigations
Experience
Tyco October 2014 - Present
Tyco Integrated Security March 2012 - Present
Tyco Integrated Security November 2010 - March 2012
The New York Times March 2010 - November 2010
The New York Times Co August 2007 - March 2010
PSS World Medical March 2007 - June 2007
Merrill Lynch September 2005 - March 2007
Merrill Lynch May 2004 - September 2005
Skills
Forecasting, Financial Modeling, Budgets, Variance Analysis, Strategic Financial..., Essbase, Financial Forecasting, PowerPoint, Capital Budgeting, Financial Analysis, Hyperion Enterprise, Financial Reporting, Corporate Finance, Managerial Finance, Cash Management, P, Finance, Microsoft Excel, Microsoft Word, Financial Accounting, Strategic Planning, Business Analysis, Leadership
Education
University of Florida - Warrington College of Business Administration 1998 — 2002
Royal Melbourne Institute of Technology
University of Florida
Bachelor of Science, Finance
Tyco October 2014 - Present
Tyco Integrated Security March 2012 - Present
Tyco Integrated Security November 2010 - March 2012
The New York Times March 2010 - November 2010
The New York Times Co August 2007 - March 2010
PSS World Medical March 2007 - June 2007
Merrill Lynch September 2005 - March 2007
Merrill Lynch May 2004 - September 2005
Skills
Forecasting, Financial Modeling, Budgets, Variance Analysis, Strategic Financial..., Essbase, Financial Forecasting, PowerPoint, Capital Budgeting, Financial Analysis, Hyperion Enterprise, Financial Reporting, Corporate Finance, Managerial Finance, Cash Management, P, Finance, Microsoft Excel, Microsoft Word, Financial Accounting, Strategic Planning, Business Analysis, Leadership
Education
University of Florida - Warrington College of Business Administration 1998 — 2002
Royal Melbourne Institute of Technology
University of Florida
Bachelor of Science, Finance
Vivienne Hee's Merrill Lynch Experience 2001 - 2001
Job Managing Consultant at IBM Corporation
Industry Financial Services
Experience
IBM Corporation July 2007 - Present
Women's Bond Club 2010 - 2015
Morgan Stanley 2013 - 2014
Citi 2011 - 2013
Womens Bond Club 2010 - 2013
Women's Bond Club 2010 - 2013
Rand Merchant Bank 2008 - 2010
BearingPoint 2005 - 2007
M.Safra 2003 - 2004
Merrill Lynch 2001 - 2001
Skills
Business Analysis, Management Consulting, Enterprise Architecture, SDLC, IT Strategy
Education
University of Florida
IBM Corporation July 2007 - Present
Women's Bond Club 2010 - 2015
Morgan Stanley 2013 - 2014
Citi 2011 - 2013
Womens Bond Club 2010 - 2013
Women's Bond Club 2010 - 2013
Rand Merchant Bank 2008 - 2010
BearingPoint 2005 - 2007
M.Safra 2003 - 2004
Merrill Lynch 2001 - 2001
Skills
Business Analysis, Management Consulting, Enterprise Architecture, SDLC, IT Strategy
Education
University of Florida
Shawn Burgess's Merrill Lynch Experience March 2001 - May 2003
Job Director of Business Development at ITEL Laboratories, Inc.
Industry Medical Devices
Experience
ITEL Laboratories, Inc. June 2015 - Present
Covidien September 2013 - June 2015
Ricoh Americas Corporation December 2012 - August 2013
Ricoh Business Solutions June 2011 - December 2012
Ricoh Business Solutions October 2008 - June 2011
Wright Line, LLC December 2005 - July 2008
Ricoh Business Solutions / Lanier Business Solutions May 2003 - December 2005
Merrill Lynch March 2001 - May 2003
Merrill Lynch August 2000 - March 2001
Skills
Consultative Selling, Solution Selling, Income Statement, Salesforce.com, Sales Management, Sales Presentations, Selling, Sales Process, B2B, Sales Operations, Direct Sales, Professional Services, Marketing, Cold Calling, Contract Negotiation, Major Accounts, Strategic Planning, Account Management, Managed Print Services, Sales, Team Building, Team Leadership, Training, New Business Development, Customer Service, Forecasting, Negotiation, VoIP, Management, Managed Services, Customer Retention, Recruiting, Leadership, Competitive Analysis, Key Account Management, Document Imaging, Lead Generation, CRM, Customer Satisfaction, Business Development, Data Center, Sales Force Development, Selling Skills
Education
University of Florida 1996 — 1998
BA, English/Minor in Mass Communication
University of North FL
ITEL Laboratories, Inc. June 2015 - Present
Covidien September 2013 - June 2015
Ricoh Americas Corporation December 2012 - August 2013
Ricoh Business Solutions June 2011 - December 2012
Ricoh Business Solutions October 2008 - June 2011
Wright Line, LLC December 2005 - July 2008
Ricoh Business Solutions / Lanier Business Solutions May 2003 - December 2005
Merrill Lynch March 2001 - May 2003
Merrill Lynch August 2000 - March 2001
Skills
Consultative Selling, Solution Selling, Income Statement, Salesforce.com, Sales Management, Sales Presentations, Selling, Sales Process, B2B, Sales Operations, Direct Sales, Professional Services, Marketing, Cold Calling, Contract Negotiation, Major Accounts, Strategic Planning, Account Management, Managed Print Services, Sales, Team Building, Team Leadership, Training, New Business Development, Customer Service, Forecasting, Negotiation, VoIP, Management, Managed Services, Customer Retention, Recruiting, Leadership, Competitive Analysis, Key Account Management, Document Imaging, Lead Generation, CRM, Customer Satisfaction, Business Development, Data Center, Sales Force Development, Selling Skills
Education
University of Florida 1996 — 1998
BA, English/Minor in Mass Communication
University of North FL
Craig Donner's Merrill Lynch Experience January 1997 - January 2001
Job Financial Advisor / Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services April 2004 - Present
Falcon Wealth Management April 2004 - Present
Merrill Lynch January 1997 - January 2001
Skills
Securities, Strategic Financial..., Fixed Annuities, Investment Management, Series 7, Financial Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Wealth Management, Investment Strategies, Finance, Wealth, Employee Benefits
Education
University of Florida
Raymond James Financial Services April 2004 - Present
Falcon Wealth Management April 2004 - Present
Merrill Lynch January 1997 - January 2001
Skills
Securities, Strategic Financial..., Fixed Annuities, Investment Management, Series 7, Financial Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Wealth Management, Investment Strategies, Finance, Wealth, Employee Benefits
Education
University of Florida
Jerri LS Langer's Merrill Lynch Experience 1989 - 1995
Job Owner, Cokala Tax Reporting Solutions
Industry Financial Services
Experience
Cokala Tax Reporting Solutions April 2007 - Present
Balance Consulting 2005 - 2007
ProBusiness June 2002 - June 2005
Deloitte 1995 - 2003
Merrill Lynch 1989 - 1995
Skills
Compliance, Mergers, Tax, Payroll, Outsourcing, Employee Benefits, Tax Law, Mentoring, Problem Solving, Tax Compliance, Tax Reporting, International Tax, Corporate Tax, Accounts Payable, Accounting, Tax Research, Mergers & Acquisitions, Financial Services, Risk Management, Auditing, Tax Advisory, Analysis, Payroll Taxes, Management, Tax Accounting, Business Analysis, Process Improvement, Software Documentation, Corporate Actions, Securities, PeopleSoft, Account Reconciliation, Financial Analysis, Consulting, Internal Controls, Financial Reporting, Tax Returns, Tax Preparation, Financial Accounting, Due Diligence, Business Process..., Corporate Finance, Income Tax, Private Equity, Financial Modeling, Management Consulting, Restructuring, Business Process, General Ledger, Executive Management
Education
University of Florida - Fredric G. Levin College of Law 1977 — 1981
JD, LLM, taxation
Cokala Tax Reporting Solutions April 2007 - Present
Balance Consulting 2005 - 2007
ProBusiness June 2002 - June 2005
Deloitte 1995 - 2003
Merrill Lynch 1989 - 1995
Skills
Compliance, Mergers, Tax, Payroll, Outsourcing, Employee Benefits, Tax Law, Mentoring, Problem Solving, Tax Compliance, Tax Reporting, International Tax, Corporate Tax, Accounts Payable, Accounting, Tax Research, Mergers & Acquisitions, Financial Services, Risk Management, Auditing, Tax Advisory, Analysis, Payroll Taxes, Management, Tax Accounting, Business Analysis, Process Improvement, Software Documentation, Corporate Actions, Securities, PeopleSoft, Account Reconciliation, Financial Analysis, Consulting, Internal Controls, Financial Reporting, Tax Returns, Tax Preparation, Financial Accounting, Due Diligence, Business Process..., Corporate Finance, Income Tax, Private Equity, Financial Modeling, Management Consulting, Restructuring, Business Process, General Ledger, Executive Management
Education
University of Florida - Fredric G. Levin College of Law 1977 — 1981
JD, LLM, taxation
Nathan Willmore's Merrill Lynch Experience March 2008 - Present
Job IT at Merrill Lynch
Industry Information Technology and Services
Brooke Pearson's Merrill Lynch Experience November 2005 - October 2008
Job Regulatory Compliance Manager at Citra Health Solutions
Industry Hospital & Health Care
Experience
Citra Health Solutions June 2014 - Present
Citra Health Solutions June 2013 - June 2014
SeekingSitters August 2012 - June 2013
Deutsche Bank October 2008 - April 2010
Merrill Lynch November 2005 - October 2008
Merrill Lynch November 2003 - November 2005
Skills
Management, Research, Analysis, Business Analysis, Training, Project Management, Process Improvement, Program Management, Healthcare, Negotiation, Accountable Care, Regulatory Compliance, Cross-functional..., Event Planning, Virtual Teams, Medicare, Public Relations, Social Networking, Budgets, Leadership, Customer Service
Education
University of North Florida - College of Business Administration 2006 — 2011
Master's Degree, Business Administration
University of Florida 1999 — 2003
BA, Business Administration
Citra Health Solutions June 2014 - Present
Citra Health Solutions June 2013 - June 2014
SeekingSitters August 2012 - June 2013
Deutsche Bank October 2008 - April 2010
Merrill Lynch November 2005 - October 2008
Merrill Lynch November 2003 - November 2005
Skills
Management, Research, Analysis, Business Analysis, Training, Project Management, Process Improvement, Program Management, Healthcare, Negotiation, Accountable Care, Regulatory Compliance, Cross-functional..., Event Planning, Virtual Teams, Medicare, Public Relations, Social Networking, Budgets, Leadership, Customer Service
Education
University of North Florida - College of Business Administration 2006 — 2011
Master's Degree, Business Administration
University of Florida 1999 — 2003
BA, Business Administration
Cyndi Mulligan's Merrill Lynch Experience August 2007 - October 2008
Job Strategic Accounts Manager, RME 360
Industry Marketing and Advertising
Experience
RME360 January 2015 - Present
Step 2 Success Marketing February 2013 - December 2014
Freelance March 2010 - February 2013
Kiwanis Club of St. Petersburg 2011 - 2013
Royal Alliance Associates Inc - Platinum Wealth Group October 2008 - March 2010
Merrill Lynch August 2007 - October 2008
Sherwood Financial Group - InterSecurities/Transamerica Financial Advisors, Inc. July 2003 - July 2007
Impact Marketing April 1993 - July 2003
Chenoweth & Faulkner January 1987 - January 1993
Skills
Social Media, Copywriting, Seminar Marketing, Direct Marketing, Social Media Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Marketing, Advertising, Event Planning, Public Relations, New Business Development, Financial Services, Insurance, IRAs, Direct Mail, Copy Editing, Account Management, Retirement, Small Business, Fixed Annuities, Management, Strategic Planning, Strategy, Investments, Sales
Education
University of Florida
RME360 January 2015 - Present
Step 2 Success Marketing February 2013 - December 2014
Freelance March 2010 - February 2013
Kiwanis Club of St. Petersburg 2011 - 2013
Royal Alliance Associates Inc - Platinum Wealth Group October 2008 - March 2010
Merrill Lynch August 2007 - October 2008
Sherwood Financial Group - InterSecurities/Transamerica Financial Advisors, Inc. July 2003 - July 2007
Impact Marketing April 1993 - July 2003
Chenoweth & Faulkner January 1987 - January 1993
Skills
Social Media, Copywriting, Seminar Marketing, Direct Marketing, Social Media Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Marketing, Advertising, Event Planning, Public Relations, New Business Development, Financial Services, Insurance, IRAs, Direct Mail, Copy Editing, Account Management, Retirement, Small Business, Fixed Annuities, Management, Strategic Planning, Strategy, Investments, Sales
Education
University of Florida
Melissa DeWolf's Merrill Lynch Experience AVPMerrill Lynch1999 - Present
Job AVP Project Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch AVPMerrill Lynch1999 - Present
Education
University of Florida
BS, Finance
University of North Florida - College of Business Administration
MBA, Management
Merrill Lynch AVPMerrill Lynch1999 - Present
Education
University of Florida
BS, Finance
University of North Florida - College of Business Administration
MBA, Management
Javier Tellez's Merrill Lynch Experience August 2006 - August 2008
Job Vice President/LATAM Markets at 7A Capital, LLC
Industry Investment Management
Experience
7A Capital, LLC September 2012 - Present
Capital Guardian LLC October 2010 - September 2012
Morgan Keegan & Co. December 2009 - October 2010
Wells Fargo Advisors August 2008 - December 2009
Merrill Lynch August 2006 - August 2008
ADP April 2005 - August 2006
T. Rowe Price September 2002 - March 2005
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Asset Management, Securities, Banking, Alternative Investments, Equities, Credit, Financial Advisory, Series 65, Uniform Combined State..., Financial Services, Investment Management, 401k, Private Banking, Wealth, IRAs, Wealth Management..., Bonds
Education
University of Florida 1997 — 2002
Bachelor of Science (BS), Finance, General
7A Capital, LLC September 2012 - Present
Capital Guardian LLC October 2010 - September 2012
Morgan Keegan & Co. December 2009 - October 2010
Wells Fargo Advisors August 2008 - December 2009
Merrill Lynch August 2006 - August 2008
ADP April 2005 - August 2006
T. Rowe Price September 2002 - March 2005
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Asset Management, Securities, Banking, Alternative Investments, Equities, Credit, Financial Advisory, Series 65, Uniform Combined State..., Financial Services, Investment Management, 401k, Private Banking, Wealth, IRAs, Wealth Management..., Bonds
Education
University of Florida 1997 — 2002
Bachelor of Science (BS), Finance, General
David Kucmierowski's Merrill Lynch Experience September 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Skills
Equities, Bonds, Mutual Funds, ETFs, Retirement, Life Insurance, Private Equity, Disability Insurance, Long Term Care Insurance, Mortgage Banking, FHA, Mortgage Lending, Microsoft Excel, FHA financing, Loan Origination, Reverse Mortgages, Residential Mortgages, VA loans, PowerPoint, Microsoft Word, Government Loans, Loans, Refinance, USDA, Series 63, Series 7, Investments, Wealth Management, Securities, Financial Advisory, Retirement Planning, Investment Advisory, Investment Strategies, Wealth Management..., Asset Allocation, Credit, Alternative Investments, Fixed Annuities, Strategic Financial..., Fixed Income, IRAs, Portfolio Management, 401k, Asset Management, Small Business Lending, Hedge Funds, Financial Structuring, Derivatives, Trading, Series 65
Education
University of Florida
Finance, General
Merrill Lynch September 2012 - Present
Skills
Equities, Bonds, Mutual Funds, ETFs, Retirement, Life Insurance, Private Equity, Disability Insurance, Long Term Care Insurance, Mortgage Banking, FHA, Mortgage Lending, Microsoft Excel, FHA financing, Loan Origination, Reverse Mortgages, Residential Mortgages, VA loans, PowerPoint, Microsoft Word, Government Loans, Loans, Refinance, USDA, Series 63, Series 7, Investments, Wealth Management, Securities, Financial Advisory, Retirement Planning, Investment Advisory, Investment Strategies, Wealth Management..., Asset Allocation, Credit, Alternative Investments, Fixed Annuities, Strategic Financial..., Fixed Income, IRAs, Portfolio Management, 401k, Asset Management, Small Business Lending, Hedge Funds, Financial Structuring, Derivatives, Trading, Series 65
Education
University of Florida
Finance, General
Frank Alters's Merrill Lynch Experience November 1970 - 1974
Job Realtor w/ Coldwell Banker Vanguard Realty
Industry Real Estate
Experience
Coldwell Banker Vanguard Realty June 1989 - Present
Frank Hart November 1978 - Present
Merrill Lynch November 1970 - 1974
IBM June 1965 - October 1970
Skills
Real Estate, Listings, Customer Service, Negotiation, Relocation, First Time Home Buyers, Residential, Foreclosures, Short Sales, Social Media, Luxury, New Home Sales, Home, Sellers, Condos, Waterfront, Resale, Buyer Representation, Single Family Homes, Buying, Contract Negotiation, Realty, Selling, First Time Buyers, Resellers, Leases, Rentals, e-PRO, Property, Referrals, REO, Seniors, Property Management, Home Staging, Investors, New Homes, Real Estate Transactions, Vacation Homes, Real Property
Education
University of Florida 1960 — 1965
BSBA, Business Administration
Robert E. Lee High School, Jacksonville, FL
Coldwell Banker Vanguard Realty June 1989 - Present
Frank Hart November 1978 - Present
Merrill Lynch November 1970 - 1974
IBM June 1965 - October 1970
Skills
Real Estate, Listings, Customer Service, Negotiation, Relocation, First Time Home Buyers, Residential, Foreclosures, Short Sales, Social Media, Luxury, New Home Sales, Home, Sellers, Condos, Waterfront, Resale, Buyer Representation, Single Family Homes, Buying, Contract Negotiation, Realty, Selling, First Time Buyers, Resellers, Leases, Rentals, e-PRO, Property, Referrals, REO, Seniors, Property Management, Home Staging, Investors, New Homes, Real Estate Transactions, Vacation Homes, Real Property
Education
University of Florida 1960 — 1965
BSBA, Business Administration
Robert E. Lee High School, Jacksonville, FL
Katherine (Kitt) Murphy Kirchner's Merrill Lynch Experience December 2008 - February 2011
Job Relationship Manager at Carolinas Investment Consulting
Industry Financial Services
Experience
Carolinas Investment Consulting January 2012 - Present
Premier Sports Services January 2009 - Present
Merrill Lynch December 2008 - February 2011
Wachovia Securities, LLC February 2005 - December 2008
KPMG 2003 - 2005
Ernst & Young 2001 - 2003
Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Strategies, Financial Advisory, CRM, Wealth, Financial Services, Financial Planners, Strategy, Finance, Analysis, Financial Planning
Education
University of Florida 1997 — 2001
Bachelor of Arts (B.A.), Economics and Political Science
Carolinas Investment Consulting January 2012 - Present
Premier Sports Services January 2009 - Present
Merrill Lynch December 2008 - February 2011
Wachovia Securities, LLC February 2005 - December 2008
KPMG 2003 - 2005
Ernst & Young 2001 - 2003
Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Strategies, Financial Advisory, CRM, Wealth, Financial Services, Financial Planners, Strategy, Finance, Analysis, Financial Planning
Education
University of Florida 1997 — 2001
Bachelor of Arts (B.A.), Economics and Political Science
Chris Bernat's Merrill Lynch Experience October 2008 - May 2009
Job Financial Analyst at Fedex Latin America Caribbean
Industry Package/Freight Delivery
Experience
Fedex November 2013 - Present
Carnival Cruise Lines November 2011 - November 2013
JP Morgan Private Bank July 2010 - December 2011
JP Morgan Investment Bank May 2009 - July 2010
Merrill Lynch October 2008 - May 2009
Merrill Lynch May 2008 - October 2008
Merrill Lynch May 2007 - May 2008
Skills
Series 7, Series 63, Hyperion Planning, Hyperion Financial..., Hyperion Interactive..., Hyperion Reports, Essbase, Oracle Financial, Strategic Financial..., Forecasting, Hyperion Enterprise, Accounting, Financial Planning, Hyperion, Finance, Portfolio Management
Education
University of Florida 2004 — 2008
Bachelor of Science, Finance
Fedex November 2013 - Present
Carnival Cruise Lines November 2011 - November 2013
JP Morgan Private Bank July 2010 - December 2011
JP Morgan Investment Bank May 2009 - July 2010
Merrill Lynch October 2008 - May 2009
Merrill Lynch May 2008 - October 2008
Merrill Lynch May 2007 - May 2008
Skills
Series 7, Series 63, Hyperion Planning, Hyperion Financial..., Hyperion Interactive..., Hyperion Reports, Essbase, Oracle Financial, Strategic Financial..., Forecasting, Hyperion Enterprise, Accounting, Financial Planning, Hyperion, Finance, Portfolio Management
Education
University of Florida 2004 — 2008
Bachelor of Science, Finance
Keith Alexander's Merrill Lynch Experience 2000 - 2002
Job Managing Director Structured Acquisition Finance, ING Capital
Industry Investment Banking
Experience
ING Capital LLC 2008 - Present
BNY Mellon 2005 - 2008
CGV Capital Advisors 2004 - 2005
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1992 - 1999
SunTrust Bank 1986 - 1990
Skills
Loans, Capital Markets, Investments, High Yield, Credit, Credit Portfolio..., Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Accounting
University of Florida 1981 — 1985
BS, Accounting
ING Capital LLC 2008 - Present
BNY Mellon 2005 - 2008
CGV Capital Advisors 2004 - 2005
Merrill Lynch 2000 - 2002
Credit Suisse First Boston 1992 - 1999
SunTrust Bank 1986 - 1990
Skills
Loans, Capital Markets, Investments, High Yield, Credit, Credit Portfolio..., Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Accounting
University of Florida 1981 — 1985
BS, Accounting
Christel Wade's Merrill Lynch Experience May 2004 - June 2009
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust March 2015 - Present
Northern Trust March 2013 - March 2015
Nomura Securities April 2012 - March 2013
Nomura Securities November 2010 - April 2012
Nomura Securities June 2009 - November 2010
Merrill Lynch May 2004 - June 2009
Skills
Fixed Income, Equities, Securities, Back Office, Series 7, Risk Management, Bonds
Education
University of Florida 2000 — 2004
B.A., Psychology
Northern Trust March 2015 - Present
Northern Trust March 2013 - March 2015
Nomura Securities April 2012 - March 2013
Nomura Securities November 2010 - April 2012
Nomura Securities June 2009 - November 2010
Merrill Lynch May 2004 - June 2009
Skills
Fixed Income, Equities, Securities, Back Office, Series 7, Risk Management, Bonds
Education
University of Florida 2000 — 2004
B.A., Psychology
Sean Dimalanta's Merrill Lynch Experience 2009 - 2010
Job Ubiquity Retirement + Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings September 2010 - Present
Merrill Lynch 2009 - 2010
Promark Financial December 2007 - July 2008
GunnAllen Financial May 2006 - August 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management, 401k, Retirement
Education
University of Florida 2001 — 2005
B.A., Economics
Ubiquity Retirement + Savings September 2010 - Present
Merrill Lynch 2009 - 2010
Promark Financial December 2007 - July 2008
GunnAllen Financial May 2006 - August 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management, 401k, Retirement
Education
University of Florida 2001 — 2005
B.A., Economics
Ian Addy, PA's Merrill Lynch Experience February 1999 - February 2002
Job MBA, Realtor at Michael Saunders & Company
Industry Real Estate
Experience
Michael Saunders & Company August 2007 - Present
Smith & Associates July 2003 - July 2007
Merrill Lynch February 1999 - February 2002
Skills
Real Estate, Sales, Sellers, Vacation Homes, Investments, Short Sales, Relocation, Condos, New Home Sales, Single Family Homes, Luxury, Listings, Buyer Representation, Referrals, Waterfront
Education
University of Florida - Warrington College Of Business
Master of Business Administration (MBA), Real Estate and Urban Analysis, 3.8/4.0
University of Florida
Bachelor of Science (B.S.) in Business Administration, Finance and Real Estate, 3.75/4.0
Michael Saunders & Company August 2007 - Present
Smith & Associates July 2003 - July 2007
Merrill Lynch February 1999 - February 2002
Skills
Real Estate, Sales, Sellers, Vacation Homes, Investments, Short Sales, Relocation, Condos, New Home Sales, Single Family Homes, Luxury, Listings, Buyer Representation, Referrals, Waterfront
Education
University of Florida - Warrington College Of Business
Master of Business Administration (MBA), Real Estate and Urban Analysis, 3.8/4.0
University of Florida
Bachelor of Science (B.S.) in Business Administration, Finance and Real Estate, 3.75/4.0
Christian Simmons's Merrill Lynch Experience July 2010 - September 2013
Job Associate Corporate Trust at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2013 - Present
Merrill Lynch July 2010 - September 2013
Merrill Lynch April 2006 - July 2010
Merrill Lynch April 2006 - August 2008
Skills
Finance, Analysis, Mergers & Acquisitions, Financial Services, Employee Benefits, Corporate Actions, Financial Analysis, Investments, Insurance, Portfolio Management, Leadership, Management, Human Resources, Loans
Education
University of Florida
Bachelor's degree, Political Science and Government
Deutsche Bank September 2013 - Present
Merrill Lynch July 2010 - September 2013
Merrill Lynch April 2006 - July 2010
Merrill Lynch April 2006 - August 2008
Skills
Finance, Analysis, Mergers & Acquisitions, Financial Services, Employee Benefits, Corporate Actions, Financial Analysis, Investments, Insurance, Portfolio Management, Leadership, Management, Human Resources, Loans
Education
University of Florida
Bachelor's degree, Political Science and Government
Bryan Pacana's Merrill Lynch Experience May 2008 - August 2008
Job External Wholesaler at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2012 - Present
AllianceBernstein September 2010 - September 2012
Rx7 Boutique June 2007 - September 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Series 63, Series 7
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.72
AllianceBernstein October 2012 - Present
AllianceBernstein September 2010 - September 2012
Rx7 Boutique June 2007 - September 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Series 63, Series 7
Education
University of Florida 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.72
Crystal Epstein's Merrill Lynch Experience October 2005 - June 2008
Job
Industry Financial Services
Experience
Palm Equity LLC December 2012 - April 2014
SIMA Financial Group, Inc October 2008 - June 2012
Merrill Lynch October 2005 - June 2008
Merrill Lynch November 2004 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Windows, Accounting, Analysis, Team Building
Education
University of Florida
B.B.A, Business Administration/Finance
Palm Equity LLC December 2012 - April 2014
SIMA Financial Group, Inc October 2008 - June 2012
Merrill Lynch October 2005 - June 2008
Merrill Lynch November 2004 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Windows, Accounting, Analysis, Team Building
Education
University of Florida
B.B.A, Business Administration/Finance
Stephen Ridgely's Merrill Lynch Experience December 2008 - September 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Merrill Lynch December 2008 - September 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities
Education
University of Florida
Ameriprise Financial Services, Inc. September 2012 - Present
Merrill Lynch December 2008 - September 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Series 63, Equities
Education
University of Florida
HILARY M. WHITE's Merrill Lynch Experience October 2005 - December 2009
Job Business Analyst at FIS Fidelity Information Services
Industry Financial Services
Experience
Bank of America December 2009 - December 2013
Merrill Lynch October 2005 - December 2009
Waitz & Moye, Inc. August 2003 - September 2005
Skills
Project Management, Change Management, Business Intelligence, Oracle Applications, Ariba, Purchase Contracts, International Business..., Corporate Finance, Financial Services, Business Process..., Integration Testing, Financial System..., International Business, Integration, Concur Systems..., Systems Integration, Spanish Fluency, eInvoicing Solutions, Experienced Business..., Impact Assessment, International Banking..., Financial Accounting, Financial Reporting
Education
University of Florida 1997 — 2001
Bachelor's Degree, International Affairs, Latin American Business, Spanish
Douglas Anderson School of the Arts 1993 — 1997
Bank of America December 2009 - December 2013
Merrill Lynch October 2005 - December 2009
Waitz & Moye, Inc. August 2003 - September 2005
Skills
Project Management, Change Management, Business Intelligence, Oracle Applications, Ariba, Purchase Contracts, International Business..., Corporate Finance, Financial Services, Business Process..., Integration Testing, Financial System..., International Business, Integration, Concur Systems..., Systems Integration, Spanish Fluency, eInvoicing Solutions, Experienced Business..., Impact Assessment, International Banking..., Financial Accounting, Financial Reporting
Education
University of Florida 1997 — 2001
Bachelor's Degree, International Affairs, Latin American Business, Spanish
Douglas Anderson School of the Arts 1993 — 1997
Sach Trivedi,CFA,CIMA's Merrill Lynch Experience March 2007 - July 2013
Job VP Private Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2013 - Present
Merrill Lynch March 2007 - July 2013
TD Waterhouse 2006 - 2006
Ameriprise Financial Services, Inc. 2005 - 2005
Education
Wharton Executive Education 2011 — 2011
•Modern Portfolio Theory•Asset Allocation•Manager Search and Selection•Investment Policy•Performance
University of Florida 2003 — 2005
Bachelor's degree, Finance, General
University of Florida 2003 — 2005
Minor in Entrepreneurship, Finance, General
SunTrust Investment Services, Inc. July 2013 - Present
Merrill Lynch March 2007 - July 2013
TD Waterhouse 2006 - 2006
Ameriprise Financial Services, Inc. 2005 - 2005
Education
Wharton Executive Education 2011 — 2011
•Modern Portfolio Theory•Asset Allocation•Manager Search and Selection•Investment Policy•Performance
University of Florida 2003 — 2005
Bachelor's degree, Finance, General
University of Florida 2003 — 2005
Minor in Entrepreneurship, Finance, General
Sally Verner Shropshire's Merrill Lynch Experience 1987 - 1988
Job Currently seeking fundraising/public relations position for corporate, agency or nonprofit entity.
Industry Public Relations and Communications
Experience
Realty Referral Co., a Coldwell Banker subsidiary September 2014 - Present
Merrill Lynch 1987 - 1988
Hill & Knowlton EMEA 1984 - 1986
Marsh & McLennan Companies, Inc. 1981 - 1984
Skills
Crisis Communications, Public Speaking, Marketing, Event Planning, Public Relations, Management, Nonprofits, Social Media, Event Management, Sales
Education
University of Florida 1975 — 1979
BS Journalism and Communications
Realty Referral Co., a Coldwell Banker subsidiary September 2014 - Present
Merrill Lynch 1987 - 1988
Hill & Knowlton EMEA 1984 - 1986
Marsh & McLennan Companies, Inc. 1981 - 1984
Skills
Crisis Communications, Public Speaking, Marketing, Event Planning, Public Relations, Management, Nonprofits, Social Media, Event Management, Sales
Education
University of Florida 1975 — 1979
BS Journalism and Communications
Brittany Desmond's Merrill Lynch Experience June 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch June 2010 - Present
Skills
Financial Analysis
Education
University of Florida 2006 — 2010
Finance
University of Florida - Warrington College of Business Administration 2006 — 2010
Merrill Lynch June 2010 - Present
Skills
Financial Analysis
Education
University of Florida 2006 — 2010
Finance
University of Florida - Warrington College of Business Administration 2006 — 2010
Scott Hellman's Merrill Lynch Experience July 2014 - Present
Job Central Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch June 2012 - July 2014
Merrill Lynch January 2007 - June 2012
Skills
Series 7, Series 9/10, Series 63, Series 66, Retirement, Securities, 401k, Investments, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Investment Advisory, FINRA, Uniform Combined State..., Investment Strategies
Education
University of Florida 1997 — 1999
MAMC, Mass Communications
University of North Florida 1993 — 1997
BA, Communications
Merrill Lynch July 2014 - Present
Merrill Lynch June 2012 - July 2014
Merrill Lynch January 2007 - June 2012
Skills
Series 7, Series 9/10, Series 63, Series 66, Retirement, Securities, 401k, Investments, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Investment Advisory, FINRA, Uniform Combined State..., Investment Strategies
Education
University of Florida 1997 — 1999
MAMC, Mass Communications
University of North Florida 1993 — 1997
BA, Communications
Laura Dirkschneider's Merrill Lynch Experience January 2001 - August 2010
Job Stay at home mom at Dirkschneider Household
Industry Financial Services
Experience
Dirkschneider Household August 2010 - Present
Merrill Lynch January 2001 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Banking
Education
University of Florida 1999 — 2000
BS, Finance
Florida State College at Jacksonville 1997 — 1999
AA
Dirkschneider Household August 2010 - Present
Merrill Lynch January 2001 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Banking
Education
University of Florida 1999 — 2000
BS, Finance
Florida State College at Jacksonville 1997 — 1999
AA
Allyssa Anderson's Merrill Lynch Experience June 2006 - June 2012
Job Vice President, Global Technology Finance at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2012 - Present
Merrill Lynch June 2006 - June 2012
BBVA Compass April 2005 - July 2006
Merrill Lynch July 2004 - April 2005
Merrill Lynch April 2003 - July 2004
Merrill Lynch May 2002 - April 2003
Education
University of North Florida - College of Business Administration 2002 — 2004
Master of Business Administration (MBA), Business
University of Florida 1998 — 2002
Bachelor of Business Administration (BBA), Business
Deutsche Bank June 2012 - Present
Merrill Lynch June 2006 - June 2012
BBVA Compass April 2005 - July 2006
Merrill Lynch July 2004 - April 2005
Merrill Lynch April 2003 - July 2004
Merrill Lynch May 2002 - April 2003
Education
University of North Florida - College of Business Administration 2002 — 2004
Master of Business Administration (MBA), Business
University of Florida 1998 — 2002
Bachelor of Business Administration (BBA), Business
Matt Feinberg's Merrill Lynch Experience November 2011 - December 2012
Job Registered Sales Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Construction Solutions Group August 2013 - October 2014
Aspen Skiing Company December 2012 - April 2013
Merrill Lynch November 2011 - December 2012
Merrill Lynch July 2011 - October 2011
Merrill Lynch January 2008 - June 2011
Education
University of Florida 2010 — 2011
Master of Business Administration (MBA)
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Finance, General
KLHT
UBS Wealth Management October 2014 - Present
Construction Solutions Group August 2013 - October 2014
Aspen Skiing Company December 2012 - April 2013
Merrill Lynch November 2011 - December 2012
Merrill Lynch July 2011 - October 2011
Merrill Lynch January 2008 - June 2011
Education
University of Florida 2010 — 2011
Master of Business Administration (MBA)
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Finance, General
KLHT
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank