Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
William Hunter Unrue William Hunter Unrue's Merrill Lynch Experience July 2015 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - Present
Terry College of Business May 2014 - May 2015
Skills
Interpersonal..., Problem Solving, Microsoft Office, Adobe CS 5, Social Media, Public Speaking, Collaborative Leadership, SQL, BPMN
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor's Degree, Finance, Junior
Merrill Lynch July 2015 - Present
Merrill Lynch June 2014 - Present
Terry College of Business May 2014 - May 2015
Skills
Interpersonal..., Problem Solving, Microsoft Office, Adobe CS 5, Social Media, Public Speaking, Collaborative Leadership, SQL, BPMN
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor's Degree, Finance, Junior
Sarah Barber-Pipher Sarah Barber-Pipher's Merrill Lynch Experience 1991 - 2001
Job Marketing Manager, Business Development
Industry Financial Services
Experience
DoughMain 2013 - Present
Merrill Lynch 1991 - 2001
Skills
Marketing, Project Management, Banking, Microsoft Office, Public Relations, Risk Management, Investments, Web Design, Competitive Analysis, Social Media, Management, Marketing Strategy, Strategic Planning, Online Marketing, Public Speaking, Business Development, Business Analysis, Leadership, Program Management
Education
University of Georgia - Terry College of Business 1983 — 1988
BBA: Finance & International Business, Add'l: Marketing, German Language Certificate
Westhill High School, Stamford CT
DoughMain 2013 - Present
Merrill Lynch 1991 - 2001
Skills
Marketing, Project Management, Banking, Microsoft Office, Public Relations, Risk Management, Investments, Web Design, Competitive Analysis, Social Media, Management, Marketing Strategy, Strategic Planning, Online Marketing, Public Speaking, Business Development, Business Analysis, Leadership, Program Management
Education
University of Georgia - Terry College of Business 1983 — 1988
BBA: Finance & International Business, Add'l: Marketing, German Language Certificate
Westhill High School, Stamford CT
Benjamin Woodard Benjamin Woodard's Merrill Lynch Experience August 2006 - June 2007
Job Senior Account Executive Project, Energy, and Marine
Industry Transportation/Trucking/Railroad
Experience
IbisTek - Crowley Limited February 2015 - Present
Crowley Maritime November 2012 - Present
UPS September 2010 - October 2012
UPS October 2008 - September 2010
UPS June 2008 - October 2008
Merrill Lynch August 2006 - June 2007
Skills
International Trade, Negotiation, Supply Chain Management, Air Freight, Shipping, Small Business, Logistics, International Business, Ocean, Freight Forwarding, Purchasing, Warehousing, Customs Clearance, Import/Export, Inventory Management, Procurement, LTL, Import, Transportation, Export, International Logistics, Receiving, Truckload, Forwarding, Customs, Strategic Sourcing, Supply Chain, Contract Negotiation, Intermodal, Contract Logistics, Supplier Management, Freight, Customs Law, Policy, Sourcing, International Transport, Global Logistics, FTL, Logistics Management, Strategic Planning, Operations Management, Transportation..., IATA, Cross-border..., Customs Regulations, Brokerage, International Sales, Contract Negotiations, Supply Chain..., Process Improvement
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters of Arts, International Business
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2008 — 2008
Masters of Arts, International Business
University of Florida - Warrington College of Business Administration 2002 — 2006
BA, Business Administration
IbisTek - Crowley Limited February 2015 - Present
Crowley Maritime November 2012 - Present
UPS September 2010 - October 2012
UPS October 2008 - September 2010
UPS June 2008 - October 2008
Merrill Lynch August 2006 - June 2007
Skills
International Trade, Negotiation, Supply Chain Management, Air Freight, Shipping, Small Business, Logistics, International Business, Ocean, Freight Forwarding, Purchasing, Warehousing, Customs Clearance, Import/Export, Inventory Management, Procurement, LTL, Import, Transportation, Export, International Logistics, Receiving, Truckload, Forwarding, Customs, Strategic Sourcing, Supply Chain, Contract Negotiation, Intermodal, Contract Logistics, Supplier Management, Freight, Customs Law, Policy, Sourcing, International Transport, Global Logistics, FTL, Logistics Management, Strategic Planning, Operations Management, Transportation..., IATA, Cross-border..., Customs Regulations, Brokerage, International Sales, Contract Negotiations, Supply Chain..., Process Improvement
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters of Arts, International Business
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2008 — 2008
Masters of Arts, International Business
University of Florida - Warrington College of Business Administration 2002 — 2006
BA, Business Administration
Steven Tromberg Steven Tromberg's Merrill Lynch Experience October 2011 - July 2013
Job VP Business Development of Cure Analytics
Industry Computer Software
Experience
Cure Analytics October 2014 - Present
American Clothing Exchange March 2014 - Present
VALIC September 2013 - November 2014
Merrill Lynch October 2011 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Riemer Insurance Group May 2008 - July 2008
Shevlin & Atkins April 2007 - June 2007
Skills
Business Strategy, New Business Development, Operations Management, Bilingual-Spanish, Marketing, Finance, Wealth Management, Financial Advisory, CRM, Insurance, Social Networking, Management, Strategic Financial..., Event Planning, Microsoft Office, Sales, Investments, Financial Planning, Spanish
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Business/Finance
Miami Country Day School 2003 — 2007
High School
Cure Analytics October 2014 - Present
American Clothing Exchange March 2014 - Present
VALIC September 2013 - November 2014
Merrill Lynch October 2011 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Riemer Insurance Group May 2008 - July 2008
Shevlin & Atkins April 2007 - June 2007
Skills
Business Strategy, New Business Development, Operations Management, Bilingual-Spanish, Marketing, Finance, Wealth Management, Financial Advisory, CRM, Insurance, Social Networking, Management, Strategic Financial..., Event Planning, Microsoft Office, Sales, Investments, Financial Planning, Spanish
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Business/Finance
Miami Country Day School 2003 — 2007
High School
Crystal Doxtator Crystal Doxtator's Merrill Lynch Experience March 2015 - Present
Job Vice President, Investment Consultant Team Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch November 2013 - March 2015
Merrill Lynch August 2013 - November 2013
Merrill Lynch January 2011 - August 2013
Scottrade February 2008 - January 2011
Walgreens May 2008 - August 2008
Dominos Pizza Enterprises May 2005 - February 2007
Skills
Series 63, Investments, Series 9, Series 10, Equities, Securities, Asset Allocation, Financial Services, Leadership, Series 7, Mutual Funds, Financial Planning, Financial Analysis, Wealth Management, Retirement Planning, Portfolio Management
Education
University of North Florida 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of Florida - Warrington College of Business Administration 2006 — 2009
BS, Finance
Merrill Lynch March 2015 - Present
Merrill Lynch November 2013 - March 2015
Merrill Lynch August 2013 - November 2013
Merrill Lynch January 2011 - August 2013
Scottrade February 2008 - January 2011
Walgreens May 2008 - August 2008
Dominos Pizza Enterprises May 2005 - February 2007
Skills
Series 63, Investments, Series 9, Series 10, Equities, Securities, Asset Allocation, Financial Services, Leadership, Series 7, Mutual Funds, Financial Planning, Financial Analysis, Wealth Management, Retirement Planning, Portfolio Management
Education
University of North Florida 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of Florida - Warrington College of Business Administration 2006 — 2009
BS, Finance
Yen Nguyen's Merrill Lynch Experience May 2008 - August 2008
Job Digital Marketing Director, DV8 Sports
Industry Marketing and Advertising
Experience
DV8 Sports January 2014 - Present
Yen Nguyen Photography September 2009 - Present
Radius Online, Inc. February 2011 - August 2013
Protiviti April 2010 - February 2011
King and Spalding July 2009 - April 2010
Merrill Lynch May 2008 - August 2008
Skills
Project Management, Social Media, Photography, Web Design, Photoshop, Digital Photography, Digital Media, Website Development, Canon DSLR, Social Media Marketing, Graphic Design, Web Analytics, Small Business Online..., Web Content Management, Adobe Creative Suite, Email Marketing, Financial Analysis, Marketing Automation, Microsoft Office, Communication Skills, Project Scope..., Google Analytics, Interpersonal Skill, Logo Design, User Experience, SEO, CSS, HTML 5, Web Marketing Strategy, Web Marketing, Manage Client..., Integrated Marketing, Digital Strategy, Marketing Strategy, Analytics, Online Marketing, Digital Marketing, CRM, Interactive Marketing, PPC, WordPress, Marketing, Management, Strategy, Leadership, Social Networking
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
DV8 Sports January 2014 - Present
Yen Nguyen Photography September 2009 - Present
Radius Online, Inc. February 2011 - August 2013
Protiviti April 2010 - February 2011
King and Spalding July 2009 - April 2010
Merrill Lynch May 2008 - August 2008
Skills
Project Management, Social Media, Photography, Web Design, Photoshop, Digital Photography, Digital Media, Website Development, Canon DSLR, Social Media Marketing, Graphic Design, Web Analytics, Small Business Online..., Web Content Management, Adobe Creative Suite, Email Marketing, Financial Analysis, Marketing Automation, Microsoft Office, Communication Skills, Project Scope..., Google Analytics, Interpersonal Skill, Logo Design, User Experience, SEO, CSS, HTML 5, Web Marketing Strategy, Web Marketing, Manage Client..., Integrated Marketing, Digital Strategy, Marketing Strategy, Analytics, Online Marketing, Digital Marketing, CRM, Interactive Marketing, PPC, WordPress, Marketing, Management, Strategy, Leadership, Social Networking
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
Andrew Meaney Andrew Meaney's Merrill Lynch Experience June 2010 - August 2010
Job Investment Consulting Analyst at Mercer Investments
Industry Financial Services
Experience
Mercer Investments May 2013 - Present
Aon Hewitt June 2011 - April 2013
Division of Academic Enhancement, University of Georgia August 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Institutional..., Asset Allocation, Manager Selection, Financial Analysis, Data Analysis, Leadership, Teamwork, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Time Management, Access, Process Improvement
Education
University of Georgia - Terry College of Business 2007 — 2011
B.B.A., Economics, Finance
Mercer Investments May 2013 - Present
Aon Hewitt June 2011 - April 2013
Division of Academic Enhancement, University of Georgia August 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Institutional..., Asset Allocation, Manager Selection, Financial Analysis, Data Analysis, Leadership, Teamwork, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Time Management, Access, Process Improvement
Education
University of Georgia - Terry College of Business 2007 — 2011
B.B.A., Economics, Finance
Clayton McKenney's Merrill Lynch Experience June 2011 - July 2011
Job Senior Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
CrossFit Peachtree October 2014 - Present
SunTrust Robinson Humphrey July 2013 - June 2015
SunTrust Robinson Humphrey May 2012 - July 2012
Merrill Lynch June 2011 - July 2011
Timbervest May 2010 - July 2010
Education
University of Georgia - Terry College of Business 2009 — 2013
B.B.A. Banking & Finance, B.B.A. Economics, Spanish Minor
The Lovett School 1995 — 2009
SunTrust Robinson Humphrey July 2015 - Present
CrossFit Peachtree October 2014 - Present
SunTrust Robinson Humphrey July 2013 - June 2015
SunTrust Robinson Humphrey May 2012 - July 2012
Merrill Lynch June 2011 - July 2011
Timbervest May 2010 - July 2010
Education
University of Georgia - Terry College of Business 2009 — 2013
B.B.A. Banking & Finance, B.B.A. Economics, Spanish Minor
The Lovett School 1995 — 2009
Peter Chami Peter Chami's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo May 2013 - February 2015
Merrill Lynch May 2012 - August 2012
UF Marketing Research Department January 2011 - April 2012
Baydonhill FX July 2011 - August 2011
Pennington & Bailes September 2010 - May 2011
First Commercial Bank of Tampa Bay May 2010 - July 2010
Skills
Financial Analysis, Microsoft Office, Data Analysis, Market Research, Financial Modeling, Research, Valuation, Entrepreneurship, Microsoft Excel, Investments, Finance, Risk Management, Leadership
Education
University of Florida - Hough Graduate School of Business 2012 — 2013
Master of Arts (M.A.), International Business
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance
Wells Fargo Securities March 2015 - Present
Wells Fargo May 2013 - February 2015
Merrill Lynch May 2012 - August 2012
UF Marketing Research Department January 2011 - April 2012
Baydonhill FX July 2011 - August 2011
Pennington & Bailes September 2010 - May 2011
First Commercial Bank of Tampa Bay May 2010 - July 2010
Skills
Financial Analysis, Microsoft Office, Data Analysis, Market Research, Financial Modeling, Research, Valuation, Entrepreneurship, Microsoft Excel, Investments, Finance, Risk Management, Leadership
Education
University of Florida - Hough Graduate School of Business 2012 — 2013
Master of Arts (M.A.), International Business
University of Florida - Warrington College Of Business 2009 — 2012
Bachelor of Science in Business Administration, Finance
Peter E. Kelly, Jr., CFP®'s Merrill Lynch Experience August 1979 - March 1982
Job Senior Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Wealth Management August 1991 - January 2009
Smith Barney, Harris Upham & Co. Inc. March 1982 - August 1991
Merrill Lynch August 1979 - March 1982
Education
University of Florida - Warrington College Of Business 1973 — 1978
BSBA, Finance
UBS Financial Services Inc. January 2009 - Present
Morgan Stanley Wealth Management August 1991 - January 2009
Smith Barney, Harris Upham & Co. Inc. March 1982 - August 1991
Merrill Lynch August 1979 - March 1982
Education
University of Florida - Warrington College Of Business 1973 — 1978
BSBA, Finance
Kevin Beyer's Merrill Lynch Experience May 2008 - July 2008
Job Manager at FedQuest Solutions Inc.
Industry Management Consulting
Experience
FedQuest Solutions Inc. February 2015 - Present
PotomacWave April 2013 - February 2015
PotomacWave January 2012 - February 2015
PotomacWave January 2010 - January 2012
Merrill Lynch May 2008 - July 2008
Skills
DoD, Project Management, Customer Service, Government, Process Improvement, Project Coordination, Program Management, Accounting, Project Planning, Risk Management, Proposal Writing, Microsoft Office, Business Process..., Linux, Visio, Security Clearance, Strategic Planning, SharePoint, Consulting, Training, Management, CRM, Financial Analysis, Analysis
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA - Management, Business Administration and Management, General
University of Oxford 2007 — 2007
International Conflict, Environmental Economics
FedQuest Solutions Inc. February 2015 - Present
PotomacWave April 2013 - February 2015
PotomacWave January 2012 - February 2015
PotomacWave January 2010 - January 2012
Merrill Lynch May 2008 - July 2008
Skills
DoD, Project Management, Customer Service, Government, Process Improvement, Project Coordination, Program Management, Accounting, Project Planning, Risk Management, Proposal Writing, Microsoft Office, Business Process..., Linux, Visio, Security Clearance, Strategic Planning, SharePoint, Consulting, Training, Management, CRM, Financial Analysis, Analysis
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA - Management, Business Administration and Management, General
University of Oxford 2007 — 2007
International Conflict, Environmental Economics
Rob Sturgis Rob Sturgis's Merrill Lynch Experience July 2011 - December 2012
Job Regional Sales Manager
Industry Sports
Experience
Blue Sombrero 2014 - 2015
GreenWave Solutions December 2012 - December 2014
Merrill Lynch July 2011 - December 2012
Burton Snowboards April 2005 - June 2011
Oakley March 2006 - June 2007
Retail Management Experience 2001 - 2006
DAP September 2004 - May 2005
Skills
Sales, Wealth Management, Asset Managment, Strategic Financial..., Retirement Planning, Wealth, Insurance, Financial Analysis, Chartered Retirement..., Marketing, Management, Merchandising, Investment Strategies, Annuity Sales, Salesforce.com, Communication, Financial Markets, Sales Operations, Investments, Trade Shows, Time Management, Employee Benefits, Email Marketing
Education
University of Georgia - Terry College of Business 1997 — 2001
BBA, International Business and Management
University of Oxford 2000 — 2000
Blue Sombrero 2014 - 2015
GreenWave Solutions December 2012 - December 2014
Merrill Lynch July 2011 - December 2012
Burton Snowboards April 2005 - June 2011
Oakley March 2006 - June 2007
Retail Management Experience 2001 - 2006
DAP September 2004 - May 2005
Skills
Sales, Wealth Management, Asset Managment, Strategic Financial..., Retirement Planning, Wealth, Insurance, Financial Analysis, Chartered Retirement..., Marketing, Management, Merchandising, Investment Strategies, Annuity Sales, Salesforce.com, Communication, Financial Markets, Sales Operations, Investments, Trade Shows, Time Management, Employee Benefits, Email Marketing
Education
University of Georgia - Terry College of Business 1997 — 2001
BBA, International Business and Management
University of Oxford 2000 — 2000
JP Theissen Jr.'s Merrill Lynch Experience November 2010 - June 2011
Job Senior Sales and Leasing Consultant/ Certified LEAF Elecric Car
Industry Automotive
Experience
Regal Nissan August 2012 - Present
Wallsreetramblings.com January 2010 - Present
TCM Trading and Investment Education January 2010 - July 2012
Merrill Lynch November 2010 - June 2011
Morgan Stanley August 2008 - November 2009
GV Capital Management November 2006 - April 2008
Bank of America December 2001 - August 2005
Prudential Securities July 1996 - December 2001
Merrill Lynch July 1993 - July 1996
Skills
Portfolio Strategy, Portfolio Management, Portfolio Optimization, Model Portfolios, Equity Trading, Proprietary Trading, Trading Strategies, Investments, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Market Research, Options, Options Strategies, Indexing, Trading Systems, Hedging, Hedge Funds, Consultative Selling, Value-based Selling, Cross Selling, Selling, Trading, Asset Allocation, Mutual Funds, Sales
Education
Nissan North America Certification 2014 — 2015
New Cars Sales Certified
Nissan North America Certification 2013 — 2014
New Cars Sales Certified
Nissan North America Certification 2012 — 2013
New Car Sales Certified
Metro Atlanta Auto Dealers Association 2012 — 2012
Professional Auto Skills
Advanced Investment & Trading Seminars 1993 — 2011
Investments
University of Georgia - Terry College of Business 1985 — 1989
BBA, Marketing
Fairfield College Preparatory School 1981 — 1985
Highschool, Advanced Courses
Regal Nissan August 2012 - Present
Wallsreetramblings.com January 2010 - Present
TCM Trading and Investment Education January 2010 - July 2012
Merrill Lynch November 2010 - June 2011
Morgan Stanley August 2008 - November 2009
GV Capital Management November 2006 - April 2008
Bank of America December 2001 - August 2005
Prudential Securities July 1996 - December 2001
Merrill Lynch July 1993 - July 1996
Skills
Portfolio Strategy, Portfolio Management, Portfolio Optimization, Model Portfolios, Equity Trading, Proprietary Trading, Trading Strategies, Investments, Investment Strategies, Alternative Investments, Investment Advisory, ETFs, Market Research, Options, Options Strategies, Indexing, Trading Systems, Hedging, Hedge Funds, Consultative Selling, Value-based Selling, Cross Selling, Selling, Trading, Asset Allocation, Mutual Funds, Sales
Education
Nissan North America Certification 2014 — 2015
New Cars Sales Certified
Nissan North America Certification 2013 — 2014
New Cars Sales Certified
Nissan North America Certification 2012 — 2013
New Car Sales Certified
Metro Atlanta Auto Dealers Association 2012 — 2012
Professional Auto Skills
Advanced Investment & Trading Seminars 1993 — 2011
Investments
University of Georgia - Terry College of Business 1985 — 1989
BBA, Marketing
Fairfield College Preparatory School 1981 — 1985
Highschool, Advanced Courses
John Manack John Manack's Merrill Lynch Experience July 2012 - August 2012
Job Recruiter at Convergence Recruiting Solutions
Industry Staffing and Recruiting
Experience
Convergence Recruiting Solutions February 2015 - Present
Northwestern Mutual January 2014 - January 2015
CURE International, Inc. June 2013 - July 2013
Merrill Lynch July 2012 - August 2012
Skills
Leadership, Editing, Finance, Teaching, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Event Planning, Social Media, Facebook, Financial Analysis, Customer Service, Fundraising, Financial Modeling, Wealth Management, Wealth Management..., Business Networking
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Convergence Recruiting Solutions February 2015 - Present
Northwestern Mutual January 2014 - January 2015
CURE International, Inc. June 2013 - July 2013
Merrill Lynch July 2012 - August 2012
Skills
Leadership, Editing, Finance, Teaching, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Event Planning, Social Media, Facebook, Financial Analysis, Customer Service, Fundraising, Financial Modeling, Wealth Management, Wealth Management..., Business Networking
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Jonathan deLaureal Jonathan deLaureal's Merrill Lynch Experience May 2008 - August 2008
Job Senior Associate at Bernhard Capital Partners
Industry Investment Management
Experience
Bernhard Capital Partners August 2013 - Present
Lightyear Capital September 2011 - August 2013
BofA Merrill Lynch July 2009 - September 2011
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Valuation, Data Analysis, Private Equity, Investment Banking, Financial Services, Capital Markets, Debt & Equity Financing, Strategic Financial..., Business Strategy, Insurance Brokerage, Presentations, Alternative Investments, Corporate Finance, Capital IQ, Investments, LBO
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
Isidore Newman School 1998 — 2005
Bernhard Capital Partners August 2013 - Present
Lightyear Capital September 2011 - August 2013
BofA Merrill Lynch July 2009 - September 2011
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Valuation, Data Analysis, Private Equity, Investment Banking, Financial Services, Capital Markets, Debt & Equity Financing, Strategic Financial..., Business Strategy, Insurance Brokerage, Presentations, Alternative Investments, Corporate Finance, Capital IQ, Investments, LBO
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Finance
Isidore Newman School 1998 — 2005
Preston Reid Preston Reid's Merrill Lynch Experience July 2008 - September 2009
Job Investment Sales & Debt Placement at HFF
Industry Capital Markets
Experience
HFF April 2012 - Present
SunTrust Robinson Humphrey November 2010 - March 2012
WELLS FARGO & CO September 2009 - October 2010
Merrill Lynch July 2008 - September 2009
JP MORGAN SECURITIES, INC July 2007 - July 2008
University of Florida August 2006 - May 2007
Skills
Real Estate Finance, Commercial Real Estate, Investment Banking, Asset Management, Credit Analysis, CMBS, Income Properties, Fixed Income Products, Portfolio Management, Debt Placement, Real Estate Investment, Financial Modeling, Microsoft Excel, InDesign, Real Estate Economics, Investment Properties, Asset Managment, Investments, Finance
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BS, Finance
Tampa Jesuit 1999 — 2003
HFF April 2012 - Present
SunTrust Robinson Humphrey November 2010 - March 2012
WELLS FARGO & CO September 2009 - October 2010
Merrill Lynch July 2008 - September 2009
JP MORGAN SECURITIES, INC July 2007 - July 2008
University of Florida August 2006 - May 2007
Skills
Real Estate Finance, Commercial Real Estate, Investment Banking, Asset Management, Credit Analysis, CMBS, Income Properties, Fixed Income Products, Portfolio Management, Debt Placement, Real Estate Investment, Financial Modeling, Microsoft Excel, InDesign, Real Estate Economics, Investment Properties, Asset Managment, Investments, Finance
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BS, Finance
Tampa Jesuit 1999 — 2003
Gerum Yilma's Merrill Lynch Experience 2002 - May 2005
Job Associate at McGuireWoods
Industry Law Practice
Experience
McGuireWoods LLP December 2010 - Present
Kilpatrick Stockton September 2008 - November 2010
Merrill Lynch 2002 - May 2005
Education
University of Georgia School of Law 2005 — 2008
McGuireWoods LLP December 2010 - Present
Kilpatrick Stockton September 2008 - November 2010
Merrill Lynch 2002 - May 2005
Education
University of Georgia School of Law 2005 — 2008
Laurel Alberty, CFP Laurel Alberty, CFP's Merrill Lynch Experience October 2000 - April 2002
Job Retired Certified Financial Planner at The A.I. Group, Inc.
Industry Financial Services
Experience
The A.I. Group, Inc. May 2011 - April 2012
Alberty Financial Planning Services, Inc. August 2005 - May 2011
Smith Barney April 2002 - April 2005
Merrill Lynch October 2000 - April 2002
Wachovia Securities October 1996 - October 2000
ExR 1993 - 1995
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Investments, Finance, Insurance, Retirement, Financial Planners, Business Planning, Asset Management, Long Term Care Insurance, Asset Allocation, Financial Services, Small Business, Financial Planning
Education
University of Georgia - Terry College of Business 1988 — 1993
BBA, International Business
The A.I. Group, Inc. May 2011 - April 2012
Alberty Financial Planning Services, Inc. August 2005 - May 2011
Smith Barney April 2002 - April 2005
Merrill Lynch October 2000 - April 2002
Wachovia Securities October 1996 - October 2000
ExR 1993 - 1995
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Investments, Finance, Insurance, Retirement, Financial Planners, Business Planning, Asset Management, Long Term Care Insurance, Asset Allocation, Financial Services, Small Business, Financial Planning
Education
University of Georgia - Terry College of Business 1988 — 1993
BBA, International Business
Brad Kirchenbaum Brad Kirchenbaum's Merrill Lynch Experience March 2012 - Present
Job Investment Management, Analytics, Execution
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Bank of America July 2010 - March 2012
Bank of America June 2008 - July 2010
GBS Finanzas - Bear Stearns May 2007 - August 2007
Immune Balance Technologies, Inc. June 2003 - May 2006
Langley Capital Group October 2002 - January 2003
Skills
Start-ups, Product Development, Financial Services, Finance, Market Research, Leadership, Competitive Analysis, Business Intelligence, Business Strategy, Valuation, Customer Acquisition, Customer Experience, Presentation Development, Problem Solving, International Business, Management, Business Analysis
Education
University of South Carolina - The Moore School of Business 2006 — 2008
International MBA, Finance and Global Management
University of Florida - Warrington College of Business Administration 1999 — 2003
BSBA, Specialized in Finance
Merrill Lynch March 2012 - Present
Bank of America July 2010 - March 2012
Bank of America June 2008 - July 2010
GBS Finanzas - Bear Stearns May 2007 - August 2007
Immune Balance Technologies, Inc. June 2003 - May 2006
Langley Capital Group October 2002 - January 2003
Skills
Start-ups, Product Development, Financial Services, Finance, Market Research, Leadership, Competitive Analysis, Business Intelligence, Business Strategy, Valuation, Customer Acquisition, Customer Experience, Presentation Development, Problem Solving, International Business, Management, Business Analysis
Education
University of South Carolina - The Moore School of Business 2006 — 2008
International MBA, Finance and Global Management
University of Florida - Warrington College of Business Administration 1999 — 2003
BSBA, Specialized in Finance
Jaime Calzada Jaime Calzada's Merrill Lynch Experience January 1998 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1998 - Present
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Securities, Asset Management, Series 63, Investments, Wealth Management, Bloomberg, Portfolio Management, Alternative Investments, Hedge Funds, Asset Allocation, Financial Modeling, Uniform Combined State..., Financial Analysis, ETFs, Derivatives, Series 24
Education
University of North Florida - College of Business Administration 1999 — 2002
MBA
University of Florida - Warrington College of Business Administration 1993 — 1997
BS, Finance
Merrill Lynch January 1998 - Present
Skills
Series 7, Mutual Funds, Equities, Fixed Income, Securities, Asset Management, Series 63, Investments, Wealth Management, Bloomberg, Portfolio Management, Alternative Investments, Hedge Funds, Asset Allocation, Financial Modeling, Uniform Combined State..., Financial Analysis, ETFs, Derivatives, Series 24
Education
University of North Florida - College of Business Administration 1999 — 2002
MBA
University of Florida - Warrington College of Business Administration 1993 — 1997
BS, Finance
Sanari N N Satavalli's Merrill Lynch Experience July 2012 - Present
Job Technology Analyst at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
ICICI Prudential Life Insurance Company Limited April 2009 - June 2010
TechProcess Solutions Ltd September 2007 - June 2010
Essaykay Network Marketing Pvt Ltd August 2004 - September 2007
Skills
Business Analysis, CMMI, CRM, Governance, ITIL, MS Project, Management, Oracle, Process Improvement, Project Management, Requirements Analysis, SDLC, SQL, Software Project..., Testing, Vendor Management
Education
University of Florida - Warrington College of Business Administration 2010 — 2012
Masters, Information System and Operations Management
Ramrao Adik Institute of Technology, University of Mumbai 2000 — 2004
B.E, Information Technology
University of Mumbai
Bachelors of Engineering, Information Technology
MSES
Merrill Lynch July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
ICICI Prudential Life Insurance Company Limited April 2009 - June 2010
TechProcess Solutions Ltd September 2007 - June 2010
Essaykay Network Marketing Pvt Ltd August 2004 - September 2007
Skills
Business Analysis, CMMI, CRM, Governance, ITIL, MS Project, Management, Oracle, Process Improvement, Project Management, Requirements Analysis, SDLC, SQL, Software Project..., Testing, Vendor Management
Education
University of Florida - Warrington College of Business Administration 2010 — 2012
Masters, Information System and Operations Management
Ramrao Adik Institute of Technology, University of Mumbai 2000 — 2004
B.E, Information Technology
University of Mumbai
Bachelors of Engineering, Information Technology
MSES
Jessica Cooper Jessica Cooper's Merrill Lynch Experience April 2005 - March 2006
Job Regional Marketing Manager at Jackson Lewis P.C.
Industry Marketing and Advertising
Experience
Jackson Lewis P.C. September 2011 - Present
Katten Muchin Rosenman LLP September 2008 - September 2011
Challenge Aspen May 2007 - May 2008
White & Case April 2006 - May 2007
Merrill Lynch April 2005 - March 2006
Lehman Brothers May 2004 - April 2005
Dylan's Candy Bar 2003 - 2003
Skills
Contract Negotiation, Public Relations, Strategic Planning, Customer Relations, Team Building, Event Planning, Marketing, Event Management, Customer Service, Management, Research, CRM, Leadership, Training, Marketing Strategy, Business Development, Sponsorship, Social Media Marketing, Social Media, Marketing Communications
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
BA, Marketing, Mass Communications, Business Administration
Jackson Lewis P.C. September 2011 - Present
Katten Muchin Rosenman LLP September 2008 - September 2011
Challenge Aspen May 2007 - May 2008
White & Case April 2006 - May 2007
Merrill Lynch April 2005 - March 2006
Lehman Brothers May 2004 - April 2005
Dylan's Candy Bar 2003 - 2003
Skills
Contract Negotiation, Public Relations, Strategic Planning, Customer Relations, Team Building, Event Planning, Marketing, Event Management, Customer Service, Management, Research, CRM, Leadership, Training, Marketing Strategy, Business Development, Sponsorship, Social Media Marketing, Social Media, Marketing Communications
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
BA, Marketing, Mass Communications, Business Administration
Karen Pendleton Karen Pendleton's Merrill Lynch Experience August 2003 - September 2005
Job Director of Finance at Ralph Lauren
Industry Retail
Experience
Ralph Lauren October 2014 - Present
Vaultive July 2013 - October 2014
Coach September 2005 - July 2013
Merrill Lynch August 2003 - September 2005
Skills
Financial Analysis, Forecasting, Accounting, Corporate Finance, Site Analytics, Long Range Planning, P&L Management, Team Building, Team Leadership, Finance, Leadership, Strategic Financial..., Internal Controls, Budgets, Analysis, E-commerce, Sales, Financial Modeling, Start-ups, Management, Business Development
Education
University of Florida - Warrington College of Business Administration 2002 — 2003
Masters, International Business
University of Florida - Warrington College of Business Administration 1999 — 2002
BS in Finance with Highest Honors, Minor in French
Ralph Lauren October 2014 - Present
Vaultive July 2013 - October 2014
Coach September 2005 - July 2013
Merrill Lynch August 2003 - September 2005
Skills
Financial Analysis, Forecasting, Accounting, Corporate Finance, Site Analytics, Long Range Planning, P&L Management, Team Building, Team Leadership, Finance, Leadership, Strategic Financial..., Internal Controls, Budgets, Analysis, E-commerce, Sales, Financial Modeling, Start-ups, Management, Business Development
Education
University of Florida - Warrington College of Business Administration 2002 — 2003
Masters, International Business
University of Florida - Warrington College of Business Administration 1999 — 2002
BS in Finance with Highest Honors, Minor in French
Scott Barlow CFP® Scott Barlow CFP®'s Merrill Lynch Experience October 1999 - July 2002
Job Vice PresidentInvestment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities December 2014 - Present
PNC Investments November 2012 - December 2014
Morgan Stanley Smith Barney April 2009 - November 2012
SunTrust Bank 2003 - 2009
AmSouth Bank July 2002 - October 2003
Merrill Lynch October 1999 - July 2002
Prudential Securities July 1997 - October 1999
Education
University of Florida - Warrington College Of Business 1993 — 1997
BABA, Management, Mass Communications
NEHI
Fifth Third Securities December 2014 - Present
PNC Investments November 2012 - December 2014
Morgan Stanley Smith Barney April 2009 - November 2012
SunTrust Bank 2003 - 2009
AmSouth Bank July 2002 - October 2003
Merrill Lynch October 1999 - July 2002
Prudential Securities July 1997 - October 1999
Education
University of Florida - Warrington College Of Business 1993 — 1997
BABA, Management, Mass Communications
NEHI
Trey Bennett's Merrill Lynch Experience May 2008 - August 2008
Job Suite Sales & Corporate Sponsorship at Atlanta Hawks & Philips Arena
Industry Sports
Experience
Atlanta Hawks & Philips Arena September 2013 - Present
Atlanta Hawks & Philips Arena April 2012 - September 2013
Atlanta Hawks & Philips Arena April 2010 - April 2012
Atlanta Spirit, LLC June 2009 - April 2010
Merrill Lynch May 2008 - August 2008
Skills
Sports Marketing, Sales, Sports Management, Sports, Marketing, Cold Calling, Archtics, Microsoft Excel, Customer Service, Event Planning, New Business Development, PowerPoint, Event Management, Sponsorship, Social Media Marketing
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Banking & Finance
Atlanta Hawks & Philips Arena September 2013 - Present
Atlanta Hawks & Philips Arena April 2012 - September 2013
Atlanta Hawks & Philips Arena April 2010 - April 2012
Atlanta Spirit, LLC June 2009 - April 2010
Merrill Lynch May 2008 - August 2008
Skills
Sports Marketing, Sales, Sports Management, Sports, Marketing, Cold Calling, Archtics, Microsoft Excel, Customer Service, Event Planning, New Business Development, PowerPoint, Event Management, Sponsorship, Social Media Marketing
Education
University of Georgia - Terry College of Business 2005 — 2009
BBA, Banking & Finance
Bhakti Raut Bhakti Raut's Merrill Lynch Experience December 2007 - April 2009
Job Business Analyst at Ortho Clinical Diagnostics
Industry
Experience
Ortho Clinical Diagnostics January 2015 - Present
New Jersey Mentor November 2014 - Present
Merrill Lynch December 2007 - April 2009
Merrill Lynch August 2006 - December 2007
Lloyds Banking Group June 2006 - July 2006
AlixPartners May 2006 - June 2006
Garrett McCarroll Knowles (gmk) March 2006 - April 2006
McKinsey & Company February 2006 - February 2006
Education
University of Greenwich 2005 — 2007
MA. E-Logistics and Supply Chain Management, E-Logistics and Supply Chain Management, Class I
University of Mumbai 2000 — 2002
Masters in Management Studies, Marketing, Class I
University of Mumbai 1997 — 1999
Bachelor of Arts (B.A.), Political Science and Government, Grade II
Ortho Clinical Diagnostics January 2015 - Present
New Jersey Mentor November 2014 - Present
Merrill Lynch December 2007 - April 2009
Merrill Lynch August 2006 - December 2007
Lloyds Banking Group June 2006 - July 2006
AlixPartners May 2006 - June 2006
Garrett McCarroll Knowles (gmk) March 2006 - April 2006
McKinsey & Company February 2006 - February 2006
Education
University of Greenwich 2005 — 2007
MA. E-Logistics and Supply Chain Management, E-Logistics and Supply Chain Management, Class I
University of Mumbai 2000 — 2002
Masters in Management Studies, Marketing, Class I
University of Mumbai 1997 — 1999
Bachelor of Arts (B.A.), Political Science and Government, Grade II
Brooke Nation Brooke Nation's Merrill Lynch Experience January 2002 - September 2002
Job Quality Assurance Rep at Fidelity National Title Group
Industry Real Estate
Experience
Fidelity National Financial May 2012 - Present
Fidelity National Financial June 2006 - April 2012
First Coast Title Services, Inc. September 2002 - June 2006
FIRST COAST TITLE SERVICES, INC September 2002 - June 2006
Merrill Lynch January 2002 - September 2002
Skills
Analysis, Marketing, Training, Microsoft Excel, Customer Service, Management, Process Improvement, Project Management, Accounting, Team Building, Accounts Payable, Business Analysis, Microsoft Office, Outlook, Microsoft Word, SharePoint, Social Media, Financial Reporting, Team Leadership
Education
University of Florida - Warrington College Of Business 2000 — 2001
Bachelor of Science (B.S.), Marketing
Fidelity National Financial May 2012 - Present
Fidelity National Financial June 2006 - April 2012
First Coast Title Services, Inc. September 2002 - June 2006
FIRST COAST TITLE SERVICES, INC September 2002 - June 2006
Merrill Lynch January 2002 - September 2002
Skills
Analysis, Marketing, Training, Microsoft Excel, Customer Service, Management, Process Improvement, Project Management, Accounting, Team Building, Accounts Payable, Business Analysis, Microsoft Office, Outlook, Microsoft Word, SharePoint, Social Media, Financial Reporting, Team Leadership
Education
University of Florida - Warrington College Of Business 2000 — 2001
Bachelor of Science (B.S.), Marketing
Abigail Hearn Abigail Hearn's Merrill Lynch Experience May 2009 - July 2009
Job Finance Manager at The Home Depot
Industry Financial Services
Experience
The Home Depot December 2014 - Present
The Home Depot September 2014 - Present
The Home Depot December 2012 - September 2014
Newell Rubbermaid August 2012 - December 2012
Newell Rubbermaid June 2010 - August 2012
Merrill Lynch May 2009 - July 2009
Education
University of Georgia- Terry College of Business MBA 2012 — 2014
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, General
The Home Depot December 2014 - Present
The Home Depot September 2014 - Present
The Home Depot December 2012 - September 2014
Newell Rubbermaid August 2012 - December 2012
Newell Rubbermaid June 2010 - August 2012
Merrill Lynch May 2009 - July 2009
Education
University of Georgia- Terry College of Business MBA 2012 — 2014
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, General
George Richerson George Richerson's Merrill Lynch Experience May 2008 - June 2011
Job Director, Corporate Retirement Strategies
Industry Financial Services
Experience
Wealth & Pension Services Group June 2011 - Present
Merrill Lynch May 2008 - June 2011
Richerson & Associates November 2000 - March 2008
Neighbor.net Group, Inc. February 1998 - November 2000
The Dominion Group, Inc. December 1996 - February 1998
Harrison Direct, Inc. January 1995 - December 1996
Skills
401k, Defined Contribution, Defined Benefit, Retirement Planning, Wealth Management, Retirement, Succession Planning, Pensions, Employee Benefits, Business Planning, Management, Start-ups, Strategic Planning
Education
University of Georgia - Terry College of Business 1977 — 1981
BBA
High School
Wealth & Pension Services Group June 2011 - Present
Merrill Lynch May 2008 - June 2011
Richerson & Associates November 2000 - March 2008
Neighbor.net Group, Inc. February 1998 - November 2000
The Dominion Group, Inc. December 1996 - February 1998
Harrison Direct, Inc. January 1995 - December 1996
Skills
401k, Defined Contribution, Defined Benefit, Retirement Planning, Wealth Management, Retirement, Succession Planning, Pensions, Employee Benefits, Business Planning, Management, Start-ups, Strategic Planning
Education
University of Georgia - Terry College of Business 1977 — 1981
BBA
High School
Phillip Wiggins Phillip Wiggins's Merrill Lynch Experience April 2000 - April 2006
Job Owner, Phillip Wiggins State Farm Agency
Industry Insurance
Experience
Phillip Wiggins State Farm Agency September 2008 - Present
State Farm Insurance November 2006 - September 2008
Merrill Lynch April 2000 - April 2006
Phillip Wiggins State Farm Agency January 1994 - April 2000
Skills
Insurance, Property & Casualty..., Disability Insurance, Banking, Customer Service, Finance, Financial Services, Health Insurance, Homeowners, Small Business, Strategic Planning, Umbrella Insurance, Whole Life, Loans, Life Insurance, Retirement, Investments, Liability, Term Life Insurance, Risk Management
Education
University of Georgia - Terry College of Business 1989 — 1992
Bachelor of Business Administration, Risk Management and Insurance
University of West Georgia 1988 — 1989
General
Phillip Wiggins State Farm Agency September 2008 - Present
State Farm Insurance November 2006 - September 2008
Merrill Lynch April 2000 - April 2006
Phillip Wiggins State Farm Agency January 1994 - April 2000
Skills
Insurance, Property & Casualty..., Disability Insurance, Banking, Customer Service, Finance, Financial Services, Health Insurance, Homeowners, Small Business, Strategic Planning, Umbrella Insurance, Whole Life, Loans, Life Insurance, Retirement, Investments, Liability, Term Life Insurance, Risk Management
Education
University of Georgia - Terry College of Business 1989 — 1992
Bachelor of Business Administration, Risk Management and Insurance
University of West Georgia 1988 — 1989
General
Manuela Corrales Manuela Corrales's Merrill Lynch Experience August 2009 - March 2010
Job Director of Operations at The Profiles Televison Productions, LLC.
Industry Broadcast Media
Experience
The Profiles Televison Productions, LLC. November 2012 - Present
Unifocus January 2012 - November 2012
UniFocus May 2011 - January 2012
The Profiles Televison Productions, LLC. April 2010 - January 2011
Merrill Lynch August 2009 - March 2010
Guggenheim Partners June 2007 - August 2008
Ferguson Enterprises September 2004 - March 2005
Skills
Marketing, Management, Project Management, Strategic Planning, Leadership, Account Management, Finance, Social Media, Financial Analysis, Training
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelors of Science, International Economics
The Profiles Televison Productions, LLC. November 2012 - Present
Unifocus January 2012 - November 2012
UniFocus May 2011 - January 2012
The Profiles Televison Productions, LLC. April 2010 - January 2011
Merrill Lynch August 2009 - March 2010
Guggenheim Partners June 2007 - August 2008
Ferguson Enterprises September 2004 - March 2005
Skills
Marketing, Management, Project Management, Strategic Planning, Leadership, Account Management, Finance, Social Media, Financial Analysis, Training
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2000 — 2004
Bachelors of Science, International Economics
Syed S Kazmi Syed S Kazmi's Merrill Lynch Experience May 2011 - December 2012
Job Financial services auditor at KPMG LLP
Industry Financial Services
Experience
KPMG US January 2013 - Present
Merrill Lynch May 2011 - December 2012
Deutsche Bank June 2010 - August 2010
International Netherlands Group October 2008 - December 2008
Royal Bank of Scotland July 2008 - September 2008
Skills
Financial Services, Fixed Income, Securities, Financial Analysis, Credit, Banking, Microsoft Excel, Bloomberg, Finance, Financial Advisory, Risk Management, Accounting, Financial Reporting, Financial Accounting, Financial Modeling, Microsoft Office
Education
University of Maryland University College
Advanced accounting, Accounting
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor, business administration; Finance
KPMG US January 2013 - Present
Merrill Lynch May 2011 - December 2012
Deutsche Bank June 2010 - August 2010
International Netherlands Group October 2008 - December 2008
Royal Bank of Scotland July 2008 - September 2008
Skills
Financial Services, Fixed Income, Securities, Financial Analysis, Credit, Banking, Microsoft Excel, Bloomberg, Finance, Financial Advisory, Risk Management, Accounting, Financial Reporting, Financial Accounting, Financial Modeling, Microsoft Office
Education
University of Maryland University College
Advanced accounting, Accounting
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor, business administration; Finance
Steven Hollenkamp Steven Hollenkamp's Merrill Lynch Experience May 2005 - October 2006
Job Cocktail Caviar Brands
Industry Higher Education
Experience
Cocktail Caviar Brands September 2012 - Present
FBR Capital Markets May 2011 - November 2012
Center on Budget and Policy Priorities May 2010 - July 2010
Greenpeace June 2006 - July 2007
Merrill Lynch May 2005 - October 2006
UBS Paine-Webber May 2003 - August 2004
Skills
Economics, Financial Modeling, Microsoft Excel, Policy, Leadership, Data Analysis, Valuation, Fundraising, Research
Education
Columbia University, School of International and Public AffairsNew 2009 — 2011
Masters, Public Administration
National University of Singapore, Lee Kuan Yew School of Public Policy 2009 — 2011
Masters, Public Policy
University of Florida - Warrington College of Business Administration 2002 — 2006
Bachelor of Arts, Finance
Durant High School
Cocktail Caviar Brands September 2012 - Present
FBR Capital Markets May 2011 - November 2012
Center on Budget and Policy Priorities May 2010 - July 2010
Greenpeace June 2006 - July 2007
Merrill Lynch May 2005 - October 2006
UBS Paine-Webber May 2003 - August 2004
Skills
Economics, Financial Modeling, Microsoft Excel, Policy, Leadership, Data Analysis, Valuation, Fundraising, Research
Education
Columbia University, School of International and Public AffairsNew 2009 — 2011
Masters, Public Administration
National University of Singapore, Lee Kuan Yew School of Public Policy 2009 — 2011
Masters, Public Policy
University of Florida - Warrington College of Business Administration 2002 — 2006
Bachelor of Arts, Finance
Durant High School
Jordan Wolland Jordan Wolland's Merrill Lynch Experience May 2009 - September 2009
Job Owner at Celltronix Inc.
Industry Financial Services
Experience
Celltronix Inc. May 2010 - Present
US MKTG June 2009 - Present
Merrill Lynch May 2009 - September 2009
Education
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelors, Finance
Celltronix Inc. May 2010 - Present
US MKTG June 2009 - Present
Merrill Lynch May 2009 - September 2009
Education
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelors, Finance
Holly MacMillan Holly MacMillan's Merrill Lynch Experience August 1995 - May 1997
Job Marketing Coordinator at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Stadion Money Management 2009 - Present
Genworth Financial March 2007 - February 2009
SunTrust Banks, Inc. December 2002 - March 2007
INVESCO December 2000 - December 2004
Investors Financial Group August 1997 - December 2000
Merrill Lynch August 1995 - May 1997
Skills
Salesforce
Education
University of Georgia - Terry College of Business 1990 — 1994
BBA, Finance
Betty Wong's Merrill Lynch Experience May 2013 - Present
Job at
Industry Banking
Experience
Merrill Lynch May 2013 - Present
Bank of America December 2009 - Present
M & M LLC December 2007 - December 2009
Barclays December 2004 - December 2007
Skills
Banking, Credit, Loans, Mortgage Lending, Relationship Management, Account Management, Retail Banking, Sales, Sales Management, Credit Risk, Portfolio Management, Customer Service, Mortgage Banking, Risk Management, Loan Servicing, Financial Risk, Analysis, Credit Cards
Education
University of Ghana 2004 — 2008
Bachelor of Arts (B.A.), Psychology and English
Data Link I.T. College 2003 — 2004
Soft Art Graphic Specialist, Web Designing
Our Lady of Mercy Senior High School 2000 — 2003
Merrill Lynch May 2013 - Present
Bank of America December 2009 - Present
M & M LLC December 2007 - December 2009
Barclays December 2004 - December 2007
Skills
Banking, Credit, Loans, Mortgage Lending, Relationship Management, Account Management, Retail Banking, Sales, Sales Management, Credit Risk, Portfolio Management, Customer Service, Mortgage Banking, Risk Management, Loan Servicing, Financial Risk, Analysis, Credit Cards
Education
University of Ghana 2004 — 2008
Bachelor of Arts (B.A.), Psychology and English
Data Link I.T. College 2003 — 2004
Soft Art Graphic Specialist, Web Designing
Our Lady of Mercy Senior High School 2000 — 2003
Rob Cunningham's Merrill Lynch Experience December 1993 - September 1996
Job XINNIX, The Mortgage Academy
Industry Professional Training & Coaching
Experience
XINNIX, The Mortgage Academy October 2002 - Present
Freedom Motion Picture Group January 2013 - Present
About Common Core March 2014 - Present
Morgan Stanley Smith Barney December 2000 - November 2002
First Tennessee Bank October 1996 - February 1999
Merrill Lynch December 1993 - September 1996
Delta Air Lines October 1991 - October 1993
United States Air Force 1984 - 1991
Education
University of Georgia - Terry College of Business 1980 — 1984
BBA, Management Information Systems
XINNIX, The Mortgage Academy October 2002 - Present
Freedom Motion Picture Group January 2013 - Present
About Common Core March 2014 - Present
Morgan Stanley Smith Barney December 2000 - November 2002
First Tennessee Bank October 1996 - February 1999
Merrill Lynch December 1993 - September 1996
Delta Air Lines October 1991 - October 1993
United States Air Force 1984 - 1991
Education
University of Georgia - Terry College of Business 1980 — 1984
BBA, Management Information Systems
Eli Geffin Eli Geffin's Merrill Lynch Experience July 2009 - December 2009
Job Lead Financial Analyst at AT&T
Industry Law Practice
Experience
AT&T August 2015 - Present
Sonoco May 2014 - August 2014
United States Merit Systems Protection Board May 2013 - August 2013
Athens-Clarke County District Attorney's Office May 2012 - August 2012
Miami Innovation Fund August 2010 - April 2011
CP Capital Group June 2010 - April 2011
Merrill Lynch July 2009 - December 2009
University of Miami January 2007 - May 2007
Skills
Legal Research, Legal Writing, Westlaw, Research, Appeals, Mediation, Litigation, PowerPoint, Social Media, Leadership, Mergers
Education
University of Georgia School of Law 2011 — 2015
JD/MBA, Law
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA), 3.94
University of Georgia School of Law 2011 — 2015
Doctor of Law (J.D.)
University of Miami 2006 — 2010
Bachelor, Business Administration; Finance and Economics
AT&T August 2015 - Present
Sonoco May 2014 - August 2014
United States Merit Systems Protection Board May 2013 - August 2013
Athens-Clarke County District Attorney's Office May 2012 - August 2012
Miami Innovation Fund August 2010 - April 2011
CP Capital Group June 2010 - April 2011
Merrill Lynch July 2009 - December 2009
University of Miami January 2007 - May 2007
Skills
Legal Research, Legal Writing, Westlaw, Research, Appeals, Mediation, Litigation, PowerPoint, Social Media, Leadership, Mergers
Education
University of Georgia School of Law 2011 — 2015
JD/MBA, Law
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA), 3.94
University of Georgia School of Law 2011 — 2015
Doctor of Law (J.D.)
University of Miami 2006 — 2010
Bachelor, Business Administration; Finance and Economics
Rachel Morin's Merrill Lynch Experience January 2010 - April 2010
Job Senior Campaign Manager at Pandora
Industry Marketing and Advertising
Experience
Pandora May 2013 - Present
Squidoo February 2013 - August 2014
AutoTrader.com November 2012 - May 2013
Travel Spike June 2012 - November 2012
Grooveshark August 2011 - June 2012
Grooveshark December 2010 - August 2011
University of Florida October 2010 - January 2011
National Student Leadership Conference June 2010 - July 2010
Merrill Lynch January 2010 - April 2010
Skills
Ad Serving, Online Advertising, Google Analytics, DoubleClick, Salesforce.com, Analytics, Digital Media, PowerPoint, Microsoft Excel, Advertising, DART for Publishers, DART for Advertisers, Access, Adtech, Email Marketing, HTML emails, Silverpop Engage
Education
University of Florida - Warrington College of Business Administration 2007 — 2011
BSBA, Finance, Entrepreneurship
Pandora May 2013 - Present
Squidoo February 2013 - August 2014
AutoTrader.com November 2012 - May 2013
Travel Spike June 2012 - November 2012
Grooveshark August 2011 - June 2012
Grooveshark December 2010 - August 2011
University of Florida October 2010 - January 2011
National Student Leadership Conference June 2010 - July 2010
Merrill Lynch January 2010 - April 2010
Skills
Ad Serving, Online Advertising, Google Analytics, DoubleClick, Salesforce.com, Analytics, Digital Media, PowerPoint, Microsoft Excel, Advertising, DART for Publishers, DART for Advertisers, Access, Adtech, Email Marketing, HTML emails, Silverpop Engage
Education
University of Florida - Warrington College of Business Administration 2007 — 2011
BSBA, Finance, Entrepreneurship
Keith Jemo Keith Jemo's Merrill Lynch Experience August 2013 - Present
Job Director, Program Management and Business Analysis, Electronic Trading Technology at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch July 2011 - August 2013
Georgia Tech: Advanced Technology Development Center (ATDC) January 2010 - July 2011
Cox Media 2010 - 2010
K N J Construction, LLC September 2008 - August 2009
Independent Contracting Services September 2007 - September 2008
Florence International Theatre Company September 2007 - May 2008
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Financial Modeling, Strategy, Project Management, Financial Services, Business Analysis, Product Development, Equities, Analytics, Nonprofits, Electronic Trading, Management, Program Management
Education
Georgia Institute of Technology - Georgia Tech College of Management 2009 — 2011
Master of Business Administration (MBA), Strategic Management, Finance
University of Georgia - Terry College of Business 2003 — 2007
Bachelor, Business Administration; Management and Finance
Merrill Lynch August 2013 - Present
Merrill Lynch July 2011 - August 2013
Georgia Tech: Advanced Technology Development Center (ATDC) January 2010 - July 2011
Cox Media 2010 - 2010
K N J Construction, LLC September 2008 - August 2009
Independent Contracting Services September 2007 - September 2008
Florence International Theatre Company September 2007 - May 2008
Skills
Start-ups, Entrepreneurship, Strategic Partnerships, Financial Modeling, Strategy, Project Management, Financial Services, Business Analysis, Product Development, Equities, Analytics, Nonprofits, Electronic Trading, Management, Program Management
Education
Georgia Institute of Technology - Georgia Tech College of Management 2009 — 2011
Master of Business Administration (MBA), Strategic Management, Finance
University of Georgia - Terry College of Business 2003 — 2007
Bachelor, Business Administration; Management and Finance
Devin Kanai Devin Kanai's Merrill Lynch Experience June 2010 - August 2010
Job Sr Analyst Revenue Management & Competitive Analysis at Delta Airlines
Industry Airlines/Aviation
Experience
Delta Air Lines March 2014 - Present
Siemens January 2013 - March 2014
Siemens AG June 2011 - December 2012
Merrill Lynch June 2010 - August 2010
The Corcoran Group July 2006 - June 2007
BH Condominium Services, LLC November 2005 - June 2006
Preferred Property Group January 2003 - June 2004
Skills
Real Estate, Financial Analysis, Investments, SAP, Auditing, Management, Valuation, Analytics, Finance, Financial Modeling, Business Development, Sales, Data Analysis, Competitive Analysis, Forecasting
Education
University of Florida - Warrington College of Business Administration 2009 — 2011
Bachelor's, Business Administration with Specialty in Finance
Delta Air Lines March 2014 - Present
Siemens January 2013 - March 2014
Siemens AG June 2011 - December 2012
Merrill Lynch June 2010 - August 2010
The Corcoran Group July 2006 - June 2007
BH Condominium Services, LLC November 2005 - June 2006
Preferred Property Group January 2003 - June 2004
Skills
Real Estate, Financial Analysis, Investments, SAP, Auditing, Management, Valuation, Analytics, Finance, Financial Modeling, Business Development, Sales, Data Analysis, Competitive Analysis, Forecasting
Education
University of Florida - Warrington College of Business Administration 2009 — 2011
Bachelor's, Business Administration with Specialty in Finance
Kyle Kirk, CFA Kyle Kirk, CFA's Merrill Lynch Experience June 2008 - August 2008
Job High Yield Sector Strategy Associate
Industry Financial Services
Experience
Credit Suisse August 2014 - Present
Credit Suisse May 2013 - August 2014
SunTrust Robinson Humphrey February 2012 - May 2013
SunTrust Robinson Humphrey May 2010 - February 2012
LCG Associates November 2008 - May 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Leveraged Finance, Investments, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Equities, Investment Banking, Bloomberg
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
Credit Suisse August 2014 - Present
Credit Suisse May 2013 - August 2014
SunTrust Robinson Humphrey February 2012 - May 2013
SunTrust Robinson Humphrey May 2010 - February 2012
LCG Associates November 2008 - May 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Leveraged Finance, Investments, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Equities, Investment Banking, Bloomberg
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
James Whitley James Whitley's Merrill Lynch Experience 2008 - 2009
Job Managing PartnerTelesales at Senior Life Services
Industry Insurance
Experience
Senior Life Services June 2009 - Present
Realty and Company International, LLC February 2009 - June 2009
Merrill Lynch 2008 - 2009
Marriott Vacation Club International 2008 - 2008
Skills
Retirement Planning, Sales, Account Management, Life Insurance, Insurance, Financial Analysis, Leadership, Strategic Planning, New Business Development
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance, Real Estate
Senior Life Services June 2009 - Present
Realty and Company International, LLC February 2009 - June 2009
Merrill Lynch 2008 - 2009
Marriott Vacation Club International 2008 - 2008
Skills
Retirement Planning, Sales, Account Management, Life Insurance, Insurance, Financial Analysis, Leadership, Strategic Planning, New Business Development
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance, Real Estate
Bobby Martello Bobby Martello's Merrill Lynch Experience May 2008 - August 2008
Job Senior Consultant at FTI Consulting
Industry Hospital & Health Care
Experience
FTI Consulting January 2014 - Present
Triage Consulting Group February 2012 - December 2013
Triage Consulting Group August 2010 - January 2012
Triage Consulting Group August 2009 - July 2010
Merrill Lynch May 2008 - August 2008
Skills
Healthcare Consulting, Revenue Cycle, Hospital Revenue Cycle, Process Improvement, Data Analysis, Hospitals, Epic Systems, Resolute Hospital..., Revenue Cycle Management, Financial Analysis, Performance Improvement, Project Management, Healthcare Management, Managed Care, Hospital Reimbursement, Management Consulting
Education
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
FTI Consulting January 2014 - Present
Triage Consulting Group February 2012 - December 2013
Triage Consulting Group August 2010 - January 2012
Triage Consulting Group August 2009 - July 2010
Merrill Lynch May 2008 - August 2008
Skills
Healthcare Consulting, Revenue Cycle, Hospital Revenue Cycle, Process Improvement, Data Analysis, Hospitals, Epic Systems, Resolute Hospital..., Revenue Cycle Management, Financial Analysis, Performance Improvement, Project Management, Healthcare Management, Managed Care, Hospital Reimbursement, Management Consulting
Education
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Sid Sen Sid Sen's Merrill Lynch Experience July 2010 - May 2012
Job Manager Financial Planning Analysis at Cox Automotive Inc.
Industry Automotive
Experience
Cox Automotive Inc. June 2015 - Present
Terry College of Business August 2013 - May 2015
Manheim May 2014 - April 2015
Barclays Wealth and Investment Management May 2012 - July 2013
Merrill Lynch July 2010 - May 2012
Infosys August 2007 - June 2010
Skills
Defect Tracking, SDLC, Agile Methodologies, Business Analysis, Scrum, Configuration Management, ITIL, Risk Management, Consulting, Knowledge Management, STLC, Quality Center, Test Automation, Manual Testing, User Acceptance Testing, Regression Testing, Requirements Analysis, QTP, Test Planning, Test Management, SQL, Business Process, Management, Leadership, Strategy, Testing, Finance, Quality Assurance
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Business Analytics
2003.2007D.Y Patil College of Engineering, University of Pune 2003 — 2007
Bachelor of Engineering;, Computer Science
DY Patil College of Engg 2003 — 2007
BE, Computer Science
St Thomas High School 1993 — 2001
Cox Automotive Inc. June 2015 - Present
Terry College of Business August 2013 - May 2015
Manheim May 2014 - April 2015
Barclays Wealth and Investment Management May 2012 - July 2013
Merrill Lynch July 2010 - May 2012
Infosys August 2007 - June 2010
Skills
Defect Tracking, SDLC, Agile Methodologies, Business Analysis, Scrum, Configuration Management, ITIL, Risk Management, Consulting, Knowledge Management, STLC, Quality Center, Test Automation, Manual Testing, User Acceptance Testing, Regression Testing, Requirements Analysis, QTP, Test Planning, Test Management, SQL, Business Process, Management, Leadership, Strategy, Testing, Finance, Quality Assurance
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Business Analytics
2003.2007D.Y Patil College of Engineering, University of Pune 2003 — 2007
Bachelor of Engineering;, Computer Science
DY Patil College of Engg 2003 — 2007
BE, Computer Science
St Thomas High School 1993 — 2001
Marnie Herren Marnie Herren's Merrill Lynch Experience 1992 - 1994
Job Project Manager at eventPower
Industry Events Services
Experience
eventPower, Inc. February 2011 - Present
Bear Stearns & Company 2007 - 2009
Citi 2005 - 2007
Financial Services Industry 1995 - 2005
Principal Financial Group 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Meeting Planning, Trade Shows, Event Management, Event Producing, Project Management, Event Planning, Marketing, Strategic Communications, Social Media..., Social Media Marketing, Marketing Communications, Conference Coordination, Marketing Strategy, Sales, Speaker Support, Financial Accounting, Customer Service, Organizational..., Public Speaking, Consumer Behaviour, Management, Leadership, Strategic Planning, Program Management, Team Leadership, Social Media, Budgets, Strategy, Business Development, Corporate Events, Team Building, New Business Development
Education
University of Florida - Warrington College of Business Administration
Bachelor of Science (B.S.), Marketing
eventPower, Inc. February 2011 - Present
Bear Stearns & Company 2007 - 2009
Citi 2005 - 2007
Financial Services Industry 1995 - 2005
Principal Financial Group 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Meeting Planning, Trade Shows, Event Management, Event Producing, Project Management, Event Planning, Marketing, Strategic Communications, Social Media..., Social Media Marketing, Marketing Communications, Conference Coordination, Marketing Strategy, Sales, Speaker Support, Financial Accounting, Customer Service, Organizational..., Public Speaking, Consumer Behaviour, Management, Leadership, Strategic Planning, Program Management, Team Leadership, Social Media, Budgets, Strategy, Business Development, Corporate Events, Team Building, New Business Development
Education
University of Florida - Warrington College of Business Administration
Bachelor of Science (B.S.), Marketing
Candice Gaul Candice Gaul's Merrill Lynch Experience 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Skills
Equities, Uniform Combined State..., Retirement, Retirement Planning, Employee Benefits, Financial Analysis, Management, Financial Services, Series 7
Education
University of Florida - Warrington College Of Business
Business, Finance
Merrill Lynch 2008 - Present
Skills
Equities, Uniform Combined State..., Retirement, Retirement Planning, Employee Benefits, Financial Analysis, Management, Financial Services, Series 7
Education
University of Florida - Warrington College Of Business
Business, Finance
John Murphy, CFP John Murphy, CFP's Merrill Lynch Experience May 2005 - February 2006
Job Chief Investment Officer, B&C Financial
Industry Investment Management
Experience
B&C Financial March 2006 - Present
Merrill Lynch May 2005 - February 2006
AIM Securities, LLC April 2002 - May 2005
Skills
ETFs, Equities, Options, Electronic Trading, Securities, Trading, Bloomberg, Equity Trading, Investments, Portfolio Management, Investment Advisory, Certified Financial..., Structured Products, Bonds, Finance, Financial Services, Financial Planning, Retirement
Education
University of Florida - Warrington College Of Business 1993 — 1998
Bachelor of Science, Finance
Bishop Kenny High School 1991 — 1993
Bolles
Bolles
B&C Financial March 2006 - Present
Merrill Lynch May 2005 - February 2006
AIM Securities, LLC April 2002 - May 2005
Skills
ETFs, Equities, Options, Electronic Trading, Securities, Trading, Bloomberg, Equity Trading, Investments, Portfolio Management, Investment Advisory, Certified Financial..., Structured Products, Bonds, Finance, Financial Services, Financial Planning, Retirement
Education
University of Florida - Warrington College Of Business 1993 — 1998
Bachelor of Science, Finance
Bishop Kenny High School 1991 — 1993
Bolles
Bolles
Danielle Danner's Merrill Lynch Experience July 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch May 2009 - April 2011
Inland American Communities January 2008 - April 2009
Education
University of Florida - Warrington College Of Business 2007 — 2011
Finance
Northside Christian High School 2004 — 2007
Merrill Lynch July 2011 - Present
Merrill Lynch May 2009 - April 2011
Inland American Communities January 2008 - April 2009
Education
University of Florida - Warrington College Of Business 2007 — 2011
Finance
Northside Christian High School 2004 — 2007
Christine MacDonald, MBA, CSNA's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Heart of Florida United Way July 2011 - Present
Bank of America October 2010 - Present
Bank of America February 2008 - July 2011
Club Monaco, Ralph Lauren May 2007 - September 2008
Club Monaco June 2006 - May 2007
Abercrombie & Fitch June 2003 - June 2006
University of Florida January 2001 - January 2004
Skills
Series 7, Series 66
Education
University of Florida
MS, Developmental Psychology
University of Florida - Warrington College Of Business
MBA, Business
University of North Florida
Bachelor of Arts, Psychology
Merrill Lynch August 2011 - Present
Heart of Florida United Way July 2011 - Present
Bank of America October 2010 - Present
Bank of America February 2008 - July 2011
Club Monaco, Ralph Lauren May 2007 - September 2008
Club Monaco June 2006 - May 2007
Abercrombie & Fitch June 2003 - June 2006
University of Florida January 2001 - January 2004
Skills
Series 7, Series 66
Education
University of Florida
MS, Developmental Psychology
University of Florida - Warrington College Of Business
MBA, Business
University of North Florida
Bachelor of Arts, Psychology
Spencer Langford Spencer Langford's Merrill Lynch Experience December 2005 - June 2006
Job Global Relocation Consultant at Hilldrup Companies
Industry Transportation/Trucking/Railroad
Experience
Hilldrup Companies August 2014 - Present
Regus January 2000 - July 2014
The Regus Group June 2009 - November 2010
The Regus Group February 2009 - July 2009
The Regus Group June 2006 - February 2009
Merrill Lynch December 2005 - June 2006
Regus January 2002 - November 2005
Skills
Sales Management, New Business Development, Strategy Development, Forecasting, Customer Relations, Strategy, Customer Service, Income Statement, Management, Leadership, Contract Negotiation, Business Development, Sales, CRM, Marketing Strategy, Operations Management, Project Management, Customer Satisfaction, Training, Budgets, Product Marketing, Negotiation, Finance, Selling, Sales Process, International Business, Team Leadership, Process Improvement, Account Management, Market Analysis
Education
University of Georgia - Terry College of Business 1989 — 2003
Bachelor Business Administration, International Business, Spanish
Norcross High School 1985 — 1989
College Prep, ALL
Hilldrup Companies August 2014 - Present
Regus January 2000 - July 2014
The Regus Group June 2009 - November 2010
The Regus Group February 2009 - July 2009
The Regus Group June 2006 - February 2009
Merrill Lynch December 2005 - June 2006
Regus January 2002 - November 2005
Skills
Sales Management, New Business Development, Strategy Development, Forecasting, Customer Relations, Strategy, Customer Service, Income Statement, Management, Leadership, Contract Negotiation, Business Development, Sales, CRM, Marketing Strategy, Operations Management, Project Management, Customer Satisfaction, Training, Budgets, Product Marketing, Negotiation, Finance, Selling, Sales Process, International Business, Team Leadership, Process Improvement, Account Management, Market Analysis
Education
University of Georgia - Terry College of Business 1989 — 2003
Bachelor Business Administration, International Business, Spanish
Norcross High School 1985 — 1989
College Prep, ALL
Chris Ridings Chris Ridings's Merrill Lynch Experience January 2004 - January 2005
Job Sr. Director, Planning & Guidance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
TD Ameritrade January 2012 - November 2012
TD Ameritrade November 2010 - January 2012
TD Ameritrade July 2008 - November 2010
TD Ameritrade January 2005 - July 2008
Merrill Lynch January 2004 - January 2005
Skills
Sales, Sales Process, Sales Management, Coaching, Change Management, Experienced Sales..., Sales Operations, Financial Services, Series 4, Series 7, Series 24, Series 66, Training, Management Coaching, Strategy, Investments, High Performance Teams, Management, Leadership, Customer Service, Risk Management, Retirement Planning, Portfolio Management, Human Resources, Wealth Management, Call Centers, Investment Advisory, Relationship Management, Strategic Financial...
Education
University of Florida - Warrington College Of Business 2000 — 2003
Bachelor of Science (BS), Accounting
Fidelity Investments November 2012 - Present
TD Ameritrade January 2012 - November 2012
TD Ameritrade November 2010 - January 2012
TD Ameritrade July 2008 - November 2010
TD Ameritrade January 2005 - July 2008
Merrill Lynch January 2004 - January 2005
Skills
Sales, Sales Process, Sales Management, Coaching, Change Management, Experienced Sales..., Sales Operations, Financial Services, Series 4, Series 7, Series 24, Series 66, Training, Management Coaching, Strategy, Investments, High Performance Teams, Management, Leadership, Customer Service, Risk Management, Retirement Planning, Portfolio Management, Human Resources, Wealth Management, Call Centers, Investment Advisory, Relationship Management, Strategic Financial...
Education
University of Florida - Warrington College Of Business 2000 — 2003
Bachelor of Science (BS), Accounting
Aaron Wessner Aaron Wessner's Merrill Lynch Experience June 2006 - February 2009
Job Director Cantor Commercial Real Estate at Cantor Fitzgerald
Industry Real Estate
Experience
Cantor Fitzgerald March 2011 - Present
Park Bridge Financial February 2009 - March 2011
Merrill Lynch June 2006 - February 2009
Fitch Ratings October 2003 - June 2006
Ernst & Young August 2001 - October 2003
Education
University of Florida - Warrington College of Business Administration 1999 — 2001
MBA
University of Miami
BA
Cantor Fitzgerald March 2011 - Present
Park Bridge Financial February 2009 - March 2011
Merrill Lynch June 2006 - February 2009
Fitch Ratings October 2003 - June 2006
Ernst & Young August 2001 - October 2003
Education
University of Florida - Warrington College of Business Administration 1999 — 2001
MBA
University of Miami
BA
John Maxwell, CRPC® John Maxwell, CRPC®'s Merrill Lynch Experience October 2007 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
A.G. Edwards October 2005 - October 2007
Morgan Stanley August 1999 - October 2005
Skills
Investments, Asset Management, Retirement Planning, Portfolio Management, Wealth Management, Retirement Plans, Finance, Asset Allocation, Financial Services, Investment Strategies, Mutual Funds, Securities, Tax, Wealth, Wealth Management..., Wealth Accumulation, Financial Planning
Education
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Merrill Lynch October 2007 - Present
A.G. Edwards October 2005 - October 2007
Morgan Stanley August 1999 - October 2005
Skills
Investments, Asset Management, Retirement Planning, Portfolio Management, Wealth Management, Retirement Plans, Finance, Asset Allocation, Financial Services, Investment Strategies, Mutual Funds, Securities, Tax, Wealth, Wealth Management..., Wealth Accumulation, Financial Planning
Education
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
Stéphane Velen Stéphane Velen's Merrill Lynch Experience September 2011 - January 2013
Job US Consultant chez Brady PLC
Industry Computer Software
Experience
Brady PLC March 2014 - Present
SAGE SA February 2013 - February 2014
Merrill Lynch September 2011 - January 2013
VIVEO September 2006 - August 2011
Skills
C#, C++, SQL, Oracle, PL/SQL, Visual C++, Software Development, Microsoft SQL Server, Oracle PL/SQL..., .NET, Java Enterprise Edition, Magics, XSD, XML, Crystal Reports, HTML, Tomcat, Apache, JDBC, JPA, EJB, JBoss Application Server, Codejock, Windows, Microsoft Word, Microsoft Excel, PowerPoint, SWIFT messages, Remote Desktop, Atlassian JIRA, Wiki Markup, Microsoft Reporting..., Tortoise SVN, UML, Scrum, Factory, Software Project..., Altova, Eclipse, IntelliJ IDEA, JIRA, Oracle SQL Developer, Visual Studio
Education
University of Geneva 2001 — 2006
Master, Systèmes d'information et HEC, Master of Science -> 6/6
Ecole de sous-officier 2001 — 2002
Instructeur, Armée Suisse
Collège de Candolle 1996 — 2001
Maturité, Scientifique
Brady PLC March 2014 - Present
SAGE SA February 2013 - February 2014
Merrill Lynch September 2011 - January 2013
VIVEO September 2006 - August 2011
Skills
C#, C++, SQL, Oracle, PL/SQL, Visual C++, Software Development, Microsoft SQL Server, Oracle PL/SQL..., .NET, Java Enterprise Edition, Magics, XSD, XML, Crystal Reports, HTML, Tomcat, Apache, JDBC, JPA, EJB, JBoss Application Server, Codejock, Windows, Microsoft Word, Microsoft Excel, PowerPoint, SWIFT messages, Remote Desktop, Atlassian JIRA, Wiki Markup, Microsoft Reporting..., Tortoise SVN, UML, Scrum, Factory, Software Project..., Altova, Eclipse, IntelliJ IDEA, JIRA, Oracle SQL Developer, Visual Studio
Education
University of Geneva 2001 — 2006
Master, Systèmes d'information et HEC, Master of Science -> 6/6
Ecole de sous-officier 2001 — 2002
Instructeur, Armée Suisse
Collège de Candolle 1996 — 2001
Maturité, Scientifique
Rob Thomas Rob Thomas's Merrill Lynch Experience May 1997 - August 1997
Job Vice President, Product Development, IBM Analytics
Industry Information Technology and Services
Experience
IBM July 2014 - Present
IBM January 2013 - July 2014
IBM December 2009 - December 2012
IBM July 2007 - November 2009
IBM April 2005 - June 2007
IBM December 2003 - March 2005
IBM February 2002 - November 2003
IBM July 1999 - January 2002
Wheat First Union May 1998 - August 1998
Merrill Lynch May 1997 - August 1997
Skills
Mergers, Company Acquisitions, Big Data, Sales Management, Management Consulting, Divestitures, Financial Analysis, Channel Partners, general management, Deal Structuring, Closing Deals, Deal Making, Strategic Planning, Business Strategy, IT Strategy, Go-to-market Strategy, Cross-functional Team..., Business Development, Integration, Negotiation, Business Intelligence, Business Alliances, Program Management, Analytics, Leadership, Strategic Partnerships, CRM, SaaS, Product Management, Enterprise Software, Mergers & Acquisitions, Management, Strategy, Solution Selling, Business Analysis, Professional Services, Enterprise Architecture, Pre-sales, Sales Enablement, Outsourcing
Education
University of Florida - Warrington College Of Business 1997 — 1999
MBA, Finance
Vanderbilt University 1993 — 1997
BA, Economics
IBM July 2014 - Present
IBM January 2013 - July 2014
IBM December 2009 - December 2012
IBM July 2007 - November 2009
IBM April 2005 - June 2007
IBM December 2003 - March 2005
IBM February 2002 - November 2003
IBM July 1999 - January 2002
Wheat First Union May 1998 - August 1998
Merrill Lynch May 1997 - August 1997
Skills
Mergers, Company Acquisitions, Big Data, Sales Management, Management Consulting, Divestitures, Financial Analysis, Channel Partners, general management, Deal Structuring, Closing Deals, Deal Making, Strategic Planning, Business Strategy, IT Strategy, Go-to-market Strategy, Cross-functional Team..., Business Development, Integration, Negotiation, Business Intelligence, Business Alliances, Program Management, Analytics, Leadership, Strategic Partnerships, CRM, SaaS, Product Management, Enterprise Software, Mergers & Acquisitions, Management, Strategy, Solution Selling, Business Analysis, Professional Services, Enterprise Architecture, Pre-sales, Sales Enablement, Outsourcing
Education
University of Florida - Warrington College Of Business 1997 — 1999
MBA, Finance
Vanderbilt University 1993 — 1997
BA, Economics
Lanna Wisham Lanna Wisham's Merrill Lynch Experience March 1993 - October 1994
Job Supply Chain Manager at ConAgra Foods
Industry Food Production
Experience
ConAgra Foods 2005 - Present
Rich Products Corporation November 1994 - December 2004
Merrill Lynch March 1993 - October 1994
Skills
Supply Chain Management, SAP, Supply Chain, HACCP, Food Industry, Forecasting, Logistics, Continuous Improvement, Supply Chain..., Production Planning, Demand Planning, Management, Food Manufacturing
Education
University of Georgia - Terry College of Business 1990 — 1993
Bachelor’s Degree, Economics
ConAgra Foods 2005 - Present
Rich Products Corporation November 1994 - December 2004
Merrill Lynch March 1993 - October 1994
Skills
Supply Chain Management, SAP, Supply Chain, HACCP, Food Industry, Forecasting, Logistics, Continuous Improvement, Supply Chain..., Production Planning, Demand Planning, Management, Food Manufacturing
Education
University of Georgia - Terry College of Business 1990 — 1993
Bachelor’s Degree, Economics
Simon Poon's Merrill Lynch Experience April 2008 - August 2008
Job Senior Analyst Prime Brokerage (Global Prime Finance) at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2012 - Present
Deutsche Bank July 2011 - September 2012
Deutsche Bank April 2009 - July 2011
Merrill Lynch April 2008 - August 2008
Skills
Prime Brokerage, Banking, Equities, Microsoft Excel, Investments, Bloomberg, Analysis, Hedge Funds, Fixed Income, Trading
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.04
Deutsche Bank September 2012 - Present
Deutsche Bank July 2011 - September 2012
Deutsche Bank April 2009 - July 2011
Merrill Lynch April 2008 - August 2008
Skills
Prime Brokerage, Banking, Equities, Microsoft Excel, Investments, Bloomberg, Analysis, Hedge Funds, Fixed Income, Trading
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.04
Mike Weisenberg Mike Weisenberg's Merrill Lynch Experience August 2010 - December 2010
Job Director, Fixed Cost Benefit Division at J.N. Savasta Corporation
Industry Insurance
Experience
J.N. Savasta Corporation September 2013 - February 2015
New World Associates October 2012 - August 2013
Avondale Care Group April 2011 - June 2012
Merrill Lynch August 2010 - December 2010
Source Find Asia, LLC June 2009 - June 2010
Mesirow Financial June 2008 - August 2008
New York State Comptroller Office June 2007 - August 2007
Skills
Budgets, Financial Analysis, Sales, Business Development, Process Improvement, Management, Analysis, New Business Development, Strategic Planning, Microsoft Excel, Healthcare, Account Management, Marketing Strategy, Customer Service, CRM, Microsoft Office, Revenue Cycle, Project Management, Risk Management, Risk Management...
Education
University of Florida - Warrington College Of Business 2005 — 2009
B.S., Finance
J.N. Savasta Corporation September 2013 - February 2015
New World Associates October 2012 - August 2013
Avondale Care Group April 2011 - June 2012
Merrill Lynch August 2010 - December 2010
Source Find Asia, LLC June 2009 - June 2010
Mesirow Financial June 2008 - August 2008
New York State Comptroller Office June 2007 - August 2007
Skills
Budgets, Financial Analysis, Sales, Business Development, Process Improvement, Management, Analysis, New Business Development, Strategic Planning, Microsoft Excel, Healthcare, Account Management, Marketing Strategy, Customer Service, CRM, Microsoft Office, Revenue Cycle, Project Management, Risk Management, Risk Management...
Education
University of Florida - Warrington College Of Business 2005 — 2009
B.S., Finance
Richard Doxtator, CFA Richard Doxtator, CFA's Merrill Lynch Experience March 2012 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Fidelity Investments November 2011 - March 2012
Office of Financial Regulation March 2009 - November 2011
Noor Investment Group January 2008 - March 2009
Skills
Series 7, Series 63, Securities, Financial Analysis, Analysis, Investments, Risk Management, Microsoft Excel, Government, Policy, Financial Reporting, Equities, Outlook, Series 66, Banking, Finance, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2005 — 2007
BS, Business Economics
Merrill Lynch March 2012 - Present
Fidelity Investments November 2011 - March 2012
Office of Financial Regulation March 2009 - November 2011
Noor Investment Group January 2008 - March 2009
Skills
Series 7, Series 63, Securities, Financial Analysis, Analysis, Investments, Risk Management, Microsoft Excel, Government, Policy, Financial Reporting, Equities, Outlook, Series 66, Banking, Finance, Financial Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Florida - Warrington College of Business Administration 2005 — 2007
BS, Business Economics
Keith Glaser Keith Glaser's Merrill Lynch Experience July 2000 - October 2004
Job Founder, Managing Director at KASE Wealth Advisors
Industry Financial Services
Experience
KASE Wealth Advisors, LLC October 2014 - Present
Platinum Wealth Partners February 2009 - October 2014
Morgan Stanley October 2004 - November 2008
Merrill Lynch July 2000 - October 2004
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Strategies, Financial Advisory, Insurance, Finance, Financial Risk, Estate Planning, Retirement, Financial Planning, Loans, Fixed Annuities, Wealth, Asset Management, Equities, Microsoft Exchange, IRAs, Series 7, Asset Managment, Securities, Investment Advisory, Mutual Funds, Alternative Investments, Financial Markets, Series 66, Series 31
Education
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Finance & Economics
KASE Wealth Advisors, LLC October 2014 - Present
Platinum Wealth Partners February 2009 - October 2014
Morgan Stanley October 2004 - November 2008
Merrill Lynch July 2000 - October 2004
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Investment Strategies, Financial Advisory, Insurance, Finance, Financial Risk, Estate Planning, Retirement, Financial Planning, Loans, Fixed Annuities, Wealth, Asset Management, Equities, Microsoft Exchange, IRAs, Series 7, Asset Managment, Securities, Investment Advisory, Mutual Funds, Alternative Investments, Financial Markets, Series 66, Series 31
Education
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Finance & Economics
Hollanda Iwanski's Merrill Lynch Experience July 2011 - November 2011
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management June 2014 - Present
UBS Wealth Management November 2011 - May 2014
Merrill Lynch July 2011 - November 2011
Merrill Lynch June 2010 - August 2010
Education
University of Florida - Warrington College Of Business
B.S., Finance
UBS Wealth Management June 2014 - Present
UBS Wealth Management November 2011 - May 2014
Merrill Lynch July 2011 - November 2011
Merrill Lynch June 2010 - August 2010
Education
University of Florida - Warrington College Of Business
B.S., Finance
Franklin Varn's Merrill Lynch Experience May 2013 - August 2013
Job Wealth Management Intern at The LBA Group
Industry Financial Services
Experience
The Silver Dollar Bar 2012 - Present
The LBA Group May 2015 - July 2015
Vineyard Vines 2012 - 2014
COAST Apparel 2011 - 2014
Merrill Lynch May 2013 - August 2013
Education
University of Georgia - Terry College of Business 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Financial Management Services
The Silver Dollar Bar 2012 - Present
The LBA Group May 2015 - July 2015
Vineyard Vines 2012 - 2014
COAST Apparel 2011 - 2014
Merrill Lynch May 2013 - August 2013
Education
University of Georgia - Terry College of Business 2011 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Financial Management Services
Brent Bloomberg Brent Bloomberg's Merrill Lynch Experience 2009 - 2009
Job Senior Consultant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman November 2014 - Present
Georgia-Pacific LLC 2012 - 2014
Capgemini 2010 - 2012
Merrill Lynch 2009 - 2009
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance
Oliver Wyman November 2014 - Present
Georgia-Pacific LLC 2012 - 2014
Capgemini 2010 - 2012
Merrill Lynch 2009 - 2009
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance
Brian Hickox Brian Hickox's Merrill Lynch Experience October 2007 - October 2009
Job Financial Advisor, People's CU Financial Services
Industry Financial Services
Experience
CUNA Mutual Group March 2015 - Present
Putnam Investments May 2013 - October 2014
Bell Wealth Management September 2012 - May 2013
Brown, Lisle/Cummings October 2009 - September 2012
Merrill Lynch October 2007 - October 2009
Banc of America Investment Services October 2005 - October 2007
Merrill Lynch January 2003 - October 2005
Skills
Retirement Planning, Wealth Management, 401k, Investments, Financial Advisory, Securities, Series 7, FINRA, Retirement, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 6, Insurance, Estate Planning, Series 65, Alternative Investments
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance, General
CUNA Mutual Group March 2015 - Present
Putnam Investments May 2013 - October 2014
Bell Wealth Management September 2012 - May 2013
Brown, Lisle/Cummings October 2009 - September 2012
Merrill Lynch October 2007 - October 2009
Banc of America Investment Services October 2005 - October 2007
Merrill Lynch January 2003 - October 2005
Skills
Retirement Planning, Wealth Management, 401k, Investments, Financial Advisory, Securities, Series 7, FINRA, Retirement, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 6, Insurance, Estate Planning, Series 65, Alternative Investments
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance, General
Bryan Walls Bryan Walls's Merrill Lynch Experience June 2007 - August 2007
Job Senior Middle Market Underwriter Commercial Lines at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group May 2014 - Present
The Hanover Insurance Group June 2009 - Present
Beecher Carlson May 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Southwestern Company May 2006 - August 2006
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Insurance, Professional Liability, Liability, Umbrella Insurance, Legal Liability, Inland Marine, Casualty, Commercial Lines, Workers Compensation, D&O, Employment Practices..., General Insurance, Marketing
Education
University of Georgia - Terry College of Business 2005 — 2009
Finance, Business
Marist High School 2001 — 2005
The Hanover Insurance Group May 2014 - Present
The Hanover Insurance Group June 2009 - Present
Beecher Carlson May 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Southwestern Company May 2006 - August 2006
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Insurance, Professional Liability, Liability, Umbrella Insurance, Legal Liability, Inland Marine, Casualty, Commercial Lines, Workers Compensation, D&O, Employment Practices..., General Insurance, Marketing
Education
University of Georgia - Terry College of Business 2005 — 2009
Finance, Business
Marist High School 2001 — 2005
Ray Shan's Merrill Lynch Experience December 2005 - May 2007
Job Software Engineer
Industry Information Technology and Services
Experience
Montage Studio January 2015 - Present
Shutterfly Inc. August 2013 - January 2015
Entrust Datacard January 2010 - December 2013
Holy Cow June 2008 - February 2010
HSBC April 2007 - February 2009
Merrill Lynch December 2005 - May 2007
Skills
Analytics, Analysis, Valuation, Product Development, Start-ups, Business Objects, Due Diligence, E-commerce, Microsoft Excel, Segmentation, Chinese, SAS, Predictive Modeling, Competitive Intelligence, M&A analysis, Photoshop, AutoCAD, Business Intelligence, Python, Oracle E-Business Suite, Fixed Income, JavaScript, Cognos, Business Modeling, Market Sizing, Trading, Capital Raising, Database Design, SQL, InDesign, SketchUp, SAS programming, Bloomberg Terminal, AngularJS, Node.js, bitcoin, Forecasting, Teamwork, Business Strategy, Leadership, Sales, Strategy, Management
Education
University of Florida - Warrington College Of Business
Bachelor's Degree, Management, Finance
Datacard Leadership Academy 2012 — 2013
Ridgeview High School
Montage Studio January 2015 - Present
Shutterfly Inc. August 2013 - January 2015
Entrust Datacard January 2010 - December 2013
Holy Cow June 2008 - February 2010
HSBC April 2007 - February 2009
Merrill Lynch December 2005 - May 2007
Skills
Analytics, Analysis, Valuation, Product Development, Start-ups, Business Objects, Due Diligence, E-commerce, Microsoft Excel, Segmentation, Chinese, SAS, Predictive Modeling, Competitive Intelligence, M&A analysis, Photoshop, AutoCAD, Business Intelligence, Python, Oracle E-Business Suite, Fixed Income, JavaScript, Cognos, Business Modeling, Market Sizing, Trading, Capital Raising, Database Design, SQL, InDesign, SketchUp, SAS programming, Bloomberg Terminal, AngularJS, Node.js, bitcoin, Forecasting, Teamwork, Business Strategy, Leadership, Sales, Strategy, Management
Education
University of Florida - Warrington College Of Business
Bachelor's Degree, Management, Finance
Datacard Leadership Academy 2012 — 2013
Ridgeview High School
J.T. King's Merrill Lynch Experience May 2000 - August 2003
Job Burr & Forman LLP
Industry Legal Services
Experience
Burr & Forman LLP October 2012 - Present
Williams Schifino Mangione & Steady, P.A. (now Burr & Forman, LLP by merger) August 2003 - October 2012
Merrill Lynch May 2000 - August 2003
Synovus Trust Company 1997 - 2000
Skills
Securities Litigation, Creditors' Rights, Foreclosures, Commercial Litigation, Cybersquatting, Appeals, Trials, Mediation, Legal Writing, Arbitration, Investments, Corporate Law, Mergers & Acquisitions, Civil Litigation, Legal Research, Trial Practice
Education
University of Georgia School of Law 1994 — 1997
Juris Doctorate
University of Georgia - Terry College of Business 1990 — 1994
Bachelor's of Business Administration, Business/Managerial Economics
Brookstone School
Burr & Forman LLP October 2012 - Present
Williams Schifino Mangione & Steady, P.A. (now Burr & Forman, LLP by merger) August 2003 - October 2012
Merrill Lynch May 2000 - August 2003
Synovus Trust Company 1997 - 2000
Skills
Securities Litigation, Creditors' Rights, Foreclosures, Commercial Litigation, Cybersquatting, Appeals, Trials, Mediation, Legal Writing, Arbitration, Investments, Corporate Law, Mergers & Acquisitions, Civil Litigation, Legal Research, Trial Practice
Education
University of Georgia School of Law 1994 — 1997
Juris Doctorate
University of Georgia - Terry College of Business 1990 — 1994
Bachelor's of Business Administration, Business/Managerial Economics
Brookstone School
Tyler Figwer's Merrill Lynch Experience May 2013 - August 2013
Job Financial Analyst Capital Markets at EDENS : Connective Retail
Industry Real Estate
Experience
EDENS : Connective Retail July 2014 - Present
University of Georgia August 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Verizon Wireless June 2012 - August 2012
Sears Pool Management May 2008 - August 2011
Skills
Microsoft Office, SQL, Microsoft SQL Server, MySQL, Visio, BPMN, Java, CSS, HTML, Eclipse, Microsoft Excel, Leadership, Data Analysis, Access, PowerPoint
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration, Finance, Management Information Systems, Senior
EDENS : Connective Retail July 2014 - Present
University of Georgia August 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Verizon Wireless June 2012 - August 2012
Sears Pool Management May 2008 - August 2011
Skills
Microsoft Office, SQL, Microsoft SQL Server, MySQL, Visio, BPMN, Java, CSS, HTML, Eclipse, Microsoft Excel, Leadership, Data Analysis, Access, PowerPoint
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration, Finance, Management Information Systems, Senior
Bonner Mann Bonner Mann's Merrill Lynch Experience January 1998 - June 1998
Job Senior Vice President at eVestment
Industry Financial Services
Experience
eVestment May 2009 - Present
Morningstar February 2008 - April 2009
ChannelAdvisor June 2007 - January 2008
Informa Invesment Solutions February 2006 - June 2007
Checkfree Investment Services January 1999 - February 2006
Merrill Lynch January 1998 - June 1998
Skills
Institutional Relations, Financial Technology, Product Marketing, Asset Allocation, Performance Attribution, Performance Measurement, Statistical Software, Web Analytics, Institutional Investors, Investment Advisory, Defined Benefit, International Sales, Global Business..., Technical Presentations, Custom Reporting, Investments, Asset Management, Hedge Funds, Mutual Funds, Client Service, Portfolio Management, New Business Development, Customer Relations, Salesforce.com, Negotiation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance
University of Georgia - Terry College of Business 1993 — 1997
BBA, Finance
Episcopal High School 1990 — 1993
eVestment May 2009 - Present
Morningstar February 2008 - April 2009
ChannelAdvisor June 2007 - January 2008
Informa Invesment Solutions February 2006 - June 2007
Checkfree Investment Services January 1999 - February 2006
Merrill Lynch January 1998 - June 1998
Skills
Institutional Relations, Financial Technology, Product Marketing, Asset Allocation, Performance Attribution, Performance Measurement, Statistical Software, Web Analytics, Institutional Investors, Investment Advisory, Defined Benefit, International Sales, Global Business..., Technical Presentations, Custom Reporting, Investments, Asset Management, Hedge Funds, Mutual Funds, Client Service, Portfolio Management, New Business Development, Customer Relations, Salesforce.com, Negotiation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance
University of Georgia - Terry College of Business 1993 — 1997
BBA, Finance
Episcopal High School 1990 — 1993
Katie Terry Katie Terry's Merrill Lynch Experience October 2007 - April 2008
Job Team Lead, Client Implementations at Advent Software
Industry Financial Services
Experience
Advent Software August 2014 - Present
Advent Software 2011 - Present
Northwestern Mutual Financial Network May 2008 - June 2010
Merrill Lynch October 2007 - April 2008
Dr. Katherine L. Billingsley, MD, PA May 2004 - August 2007
Skills
Customer Service, Management, Project Management, Marketing Strategy, Insurance, Process Scheduler, Leadership, Analysis, Business Analysis, Process Improvement, Account Management, CRM, Data Analysis, Finance, Salesforce.com
Education
University of Florida - Warrington College of Business Administration 2010 — 2011
MBA, Marketing
University of North Florida 2004 — 2008
Bachelor, Business Administration
EUROPEAN BUSINESS SCHOOL 2007 — 2007
Advent Software August 2014 - Present
Advent Software 2011 - Present
Northwestern Mutual Financial Network May 2008 - June 2010
Merrill Lynch October 2007 - April 2008
Dr. Katherine L. Billingsley, MD, PA May 2004 - August 2007
Skills
Customer Service, Management, Project Management, Marketing Strategy, Insurance, Process Scheduler, Leadership, Analysis, Business Analysis, Process Improvement, Account Management, CRM, Data Analysis, Finance, Salesforce.com
Education
University of Florida - Warrington College of Business Administration 2010 — 2011
MBA, Marketing
University of North Florida 2004 — 2008
Bachelor, Business Administration
EUROPEAN BUSINESS SCHOOL 2007 — 2007
Vince Caine Vince Caine's Merrill Lynch Experience June 1997 - July 2002
Job VicePresident at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. August 2011 - Present
Community Bank List May 2010 - August 2011
Morgan Stanley Smith Barney August 2002 - May 2010
Merrill Lynch June 1997 - July 2002
Education
University of Georgia - Terry College of Business 1995 — 1997
BA, Finance
Stephens Inc. August 2011 - Present
Community Bank List May 2010 - August 2011
Morgan Stanley Smith Barney August 2002 - May 2010
Merrill Lynch June 1997 - July 2002
Education
University of Georgia - Terry College of Business 1995 — 1997
BA, Finance
Billy Daniels Billy Daniels's Merrill Lynch Experience June 2011 - August 2011
Job Senior Production Analyst at CBRE
Industry Higher Education
Experience
CBRE August 2014 - Present
Walker & Dunlop June 2012 - July 2014
Merrill Lynch June 2011 - August 2011
Skills
Valuation, Financial Modeling, Asset Management, Financial Analysis, Finance, Investments, Due Diligence, Process Improvement, PowerPoint, Underwriting
Education
University of Georgia - Terry College of Business 2008 — 2012
Finance
CBRE August 2014 - Present
Walker & Dunlop June 2012 - July 2014
Merrill Lynch June 2011 - August 2011
Skills
Valuation, Financial Modeling, Asset Management, Financial Analysis, Finance, Investments, Due Diligence, Process Improvement, PowerPoint, Underwriting
Education
University of Georgia - Terry College of Business 2008 — 2012
Finance
Manuel J. Escobio, CIMA®'s Merrill Lynch Experience October 2007 - Present
Job Managing Director Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Banco Bilbao Vizcaya Argentaria August 1999 - October 2007
Morgan Stanley August 1997 - August 1999
Skills
Wealth Management, Finance, Private Banking, Series 7, Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Asset Management, Alternative Investments, Investment Banking, Capital Markets, Mutual Funds, Financial Analysis, Bloomberg, Series 63, Financial Modeling, Investment Advisory, Hedge Funds
Education
University of Miami - School of Business 1996 — 1997
MBA, Finance and International Buisness
University of Florida - Warrington College of Business Administration 1993 — 1995
BSBA, Finance
Belen Jesuit Prep. 1984 — 1991
HS
Merrill Lynch October 2007 - Present
Banco Bilbao Vizcaya Argentaria August 1999 - October 2007
Morgan Stanley August 1997 - August 1999
Skills
Wealth Management, Finance, Private Banking, Series 7, Portfolio Management, Equities, Investments, Asset Allocation, Fixed Income, Asset Management, Alternative Investments, Investment Banking, Capital Markets, Mutual Funds, Financial Analysis, Bloomberg, Series 63, Financial Modeling, Investment Advisory, Hedge Funds
Education
University of Miami - School of Business 1996 — 1997
MBA, Finance and International Buisness
University of Florida - Warrington College of Business Administration 1993 — 1995
BSBA, Finance
Belen Jesuit Prep. 1984 — 1991
HS
Lee Stennes's Merrill Lynch Experience June 2011 - July 2012
Job
Industry Financial Services
Experience
J.P. Morgan Securities LLC July 2012 - September 2013
Merrill Lynch June 2011 - July 2012
Waddell & Reed January 2010 - June 2011
Georgia Board of Regents/Univ System of Georgia August 2000 - November 2005
Education
University of Georgia - Terry College of Business 1995 — 1999
J.P. Morgan Securities LLC July 2012 - September 2013
Merrill Lynch June 2011 - July 2012
Waddell & Reed January 2010 - June 2011
Georgia Board of Regents/Univ System of Georgia August 2000 - November 2005
Education
University of Georgia - Terry College of Business 1995 — 1999
Carl Hinkelman Jr Carl Hinkelman Jr's Merrill Lynch Experience August 2010 - February 2012
Job HR Analytics and Reporting Manager at Ruby Tuesday
Industry Human Resources
Experience
Ruby Tuesday June 2015 - Present
Merrill Lynch August 2010 - February 2012
Darden Restaurants February 2005 - November 2007
Darden Restaurants Inc January 1999 - February 2005
Bainbridge Software Consulting June 1996 - February 1999
Quatrix, Inc October 1995 - June 1996
NaBANCO Corporation December 1993 - October 1995
FiServ Inc June 1990 - December 1993
FiServ Inc November 1987 - June 1990
Chase/Clark Credit Company November 1985 - November 1987
Skills
Management, Customer Service, Project Management, Testing, Process Improvement, Program Management, Business Analysis, Analysis, Training, Leadership, Disaster Recovery, PeopleSoft, Microsoft Office, Visio, Vendor Management, Integration, Consulting, Change Management
Education
University of Florida - Warrington College of Business Administration
Master, Business Administration
Western Michigan University
Bachelor, Business Administration
Ruby Tuesday June 2015 - Present
Merrill Lynch August 2010 - February 2012
Darden Restaurants February 2005 - November 2007
Darden Restaurants Inc January 1999 - February 2005
Bainbridge Software Consulting June 1996 - February 1999
Quatrix, Inc October 1995 - June 1996
NaBANCO Corporation December 1993 - October 1995
FiServ Inc June 1990 - December 1993
FiServ Inc November 1987 - June 1990
Chase/Clark Credit Company November 1985 - November 1987
Skills
Management, Customer Service, Project Management, Testing, Process Improvement, Program Management, Business Analysis, Analysis, Training, Leadership, Disaster Recovery, PeopleSoft, Microsoft Office, Visio, Vendor Management, Integration, Consulting, Change Management
Education
University of Florida - Warrington College of Business Administration
Master, Business Administration
Western Michigan University
Bachelor, Business Administration
Vincent Tirri Vincent Tirri's Merrill Lynch Experience April 2009 - July 2009
Job Investment Banking Associate at Ziegler
Industry Investment Banking
Experience
Ziegler October 2015 - Present
Ziegler July 2014 - Present
CHILDS Advisory Partners July 2012 - July 2014
Reznick Group January 2011 - May 2011
Raymond James Financial Inc. June 2010 - December 2010
Merrill Lynch April 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Finance, Capital Markets, Due Diligence, DCF, Microsoft Excel, Investments, Accounting, Financial Statement..., Bloomberg, Equities, PowerPoint, Mergers & Acquisitions, Leveraged Finance, Healthcare, M&A experience, Tax Accounting, Private Equity, Corporate Finance
Education
University of Georgia - Terry College of Business 2011 — 2012
Master of Accountancy (MAcc)
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Ziegler October 2015 - Present
Ziegler July 2014 - Present
CHILDS Advisory Partners July 2012 - July 2014
Reznick Group January 2011 - May 2011
Raymond James Financial Inc. June 2010 - December 2010
Merrill Lynch April 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Finance, Capital Markets, Due Diligence, DCF, Microsoft Excel, Investments, Accounting, Financial Statement..., Bloomberg, Equities, PowerPoint, Mergers & Acquisitions, Leveraged Finance, Healthcare, M&A experience, Tax Accounting, Private Equity, Corporate Finance
Education
University of Georgia - Terry College of Business 2011 — 2012
Master of Accountancy (MAcc)
University of Georgia - Terry College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Rob Noble Rob Noble's Merrill Lynch Experience 1995 - 2001
Job Managing Partner at Cambridge Wealth Advisors
Industry Financial Services
Experience
Cambridge Wealth Advisors April 2009 - Present
AXA Advisors January 2008 - March 2009
Premiere Global Services 2007 - January 2008
Smith Barney 2001 - 2006
Merrill Lynch 1995 - 2001
SunTrust Bank August 1992 - March 1995
Skills
Investments, Retirement Planning, Retirement, 401k, Asset Management, Financial Advisory, Portfolio Management, Mutual Funds, Wealth, Asset Managment, Insurance, Financial Services, Equities, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Pensions, Securities
Education
University of Georgia - Terry College of Business 1987 — 1992
BBA, Banking and Finance
The McCallie School 1984 — 1987
Diploma
Cambridge Wealth Advisors April 2009 - Present
AXA Advisors January 2008 - March 2009
Premiere Global Services 2007 - January 2008
Smith Barney 2001 - 2006
Merrill Lynch 1995 - 2001
SunTrust Bank August 1992 - March 1995
Skills
Investments, Retirement Planning, Retirement, 401k, Asset Management, Financial Advisory, Portfolio Management, Mutual Funds, Wealth, Asset Managment, Insurance, Financial Services, Equities, Asset Allocation, Investment Advisory, Wealth Management, Strategic Financial..., Pensions, Securities
Education
University of Georgia - Terry College of Business 1987 — 1992
BBA, Banking and Finance
The McCallie School 1984 — 1987
Diploma
Alla Burshteyn Alla Burshteyn's Merrill Lynch Experience August 2010 - December 2010
Job Strategy and Finance Analyst at Cloud Sherpas
Industry Financial Services
Experience
Cloud Sherpas September 2013 - Present
SunTrust Robinson Humphrey June 2011 - September 2013
Tutoring Zone August 2008 - May 2011
University of Georgia 2007 - May 2011
Merrill Lynch August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Hallister Development May 2009 - August 2009
Skills
Finance, Due Diligence, Mergers, Management, Financial Modeling, Analysis, Investments, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Economics, Microsoft Excel, Mergers & Acquisitions, CRM, Marketing, Securities, Asset Management, Capital Markets, Leadership, Bloomberg, DCF, LBO, Equities, Strategy
Education
University of Georgia - Terry College of Business 2007 — 2011
Finance, Russian
Cloud Sherpas September 2013 - Present
SunTrust Robinson Humphrey June 2011 - September 2013
Tutoring Zone August 2008 - May 2011
University of Georgia 2007 - May 2011
Merrill Lynch August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Hallister Development May 2009 - August 2009
Skills
Finance, Due Diligence, Mergers, Management, Financial Modeling, Analysis, Investments, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Economics, Microsoft Excel, Mergers & Acquisitions, CRM, Marketing, Securities, Asset Management, Capital Markets, Leadership, Bloomberg, DCF, LBO, Equities, Strategy
Education
University of Georgia - Terry College of Business 2007 — 2011
Finance, Russian
Kevin Maher, CFP®, CRC®, RFC®'s Merrill Lynch Experience 2002 - 2004
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Rebhan, Maher & Associates, a financial advisory practice of Ameriprise Financial, Inc June 2011 - Present
Compass Brokerage February 2004 - June 2011
BBVA Compass 2004 - 2007
Merrill Lynch 2002 - 2004
Education
University of Florida - Warrington College Of Business 1997 — 2001
Finance, Finance and Economics
Rebhan, Maher & Associates, a financial advisory practice of Ameriprise Financial, Inc June 2011 - Present
Compass Brokerage February 2004 - June 2011
BBVA Compass 2004 - 2007
Merrill Lynch 2002 - 2004
Education
University of Florida - Warrington College Of Business 1997 — 2001
Finance, Finance and Economics
Buck Wiley III's Merrill Lynch Experience February 2001 - Present
Job
Industry Financial Services
Experience
Merrill Lynch February 2001 - Present
Skills
Asset Managment, Investments, Wealth Management, Alternative Investments, Equities, Private Equity, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Securities, Financial Services, Entrepreneurship, Hedge Funds, Series 7, Capital Markets, Finance
Education
1992 — 1993
LLM, International Law
University of Georgia - Terry College of Business 1989 — 1992
MBA, Finance
University of Georgia School of Law 1988 — 1992
JD, law
Washington and Lee University 1984 — 1988
BA, European History, cum laude
Merrill Lynch February 2001 - Present
Skills
Asset Managment, Investments, Wealth Management, Alternative Investments, Equities, Private Equity, Financial Analysis, Asset Management, Portfolio Management, Asset Allocation, Securities, Financial Services, Entrepreneurship, Hedge Funds, Series 7, Capital Markets, Finance
Education
1992 — 1993
LLM, International Law
University of Georgia - Terry College of Business 1989 — 1992
MBA, Finance
University of Georgia School of Law 1988 — 1992
JD, law
Washington and Lee University 1984 — 1988
BA, European History, cum laude
Fred Burton (FDBFINSVC@aol.com)'s Merrill Lynch Experience June 1993 - October 1995
Job Experienced Real Estate Professional and Entrepreneur at FDB Investments, LLC
Industry Real Estate
Experience
FDB Investments, LLC October 1995 - Present
TracFone Wireless, Inc. September 1999 - September 2011
Access America June 1998 - July 1999
Merrill Lynch June 1993 - October 1995
Education
University of Florida - Warrington College Of Business 1988 — 1993
Bachelor of Science, with honors, Finance and Economics
FDB Investments, LLC October 1995 - Present
TracFone Wireless, Inc. September 1999 - September 2011
Access America June 1998 - July 1999
Merrill Lynch June 1993 - October 1995
Education
University of Florida - Warrington College Of Business 1988 — 1993
Bachelor of Science, with honors, Finance and Economics
Jerry Kunz's Merrill Lynch Experience March 2006 - July 2006
Job Director of Finance at Tervis
Industry Accounting
Experience
Tervis March 2015 - Present
Tervis February 2012 - March 2015
Uniroyal Engineered Products July 2006 - February 2012
Merrill Lynch March 2006 - July 2006
Skills
Financial Analysis, Accounting, Finance, Cost Accounting, Project Management, Accounts Payable, Process Improvement, Treasury Management, Budgets, Forecasting, Financial Reporting, SAP, Payroll, Pricing, Variance Analysis, Microsoft Excel, Treasury, Business Planning, Strategic Planning
Education
University of Florida - Warrington College of Business Administration 2002 — 2005
BS Finance
Tervis March 2015 - Present
Tervis February 2012 - March 2015
Uniroyal Engineered Products July 2006 - February 2012
Merrill Lynch March 2006 - July 2006
Skills
Financial Analysis, Accounting, Finance, Cost Accounting, Project Management, Accounts Payable, Process Improvement, Treasury Management, Budgets, Forecasting, Financial Reporting, SAP, Payroll, Pricing, Variance Analysis, Microsoft Excel, Treasury, Business Planning, Strategic Planning
Education
University of Florida - Warrington College of Business Administration 2002 — 2005
BS Finance
Adrienne Hart's Merrill Lynch Experience November 2004 - Present
Job Financial Advisor, CFM at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2004 - Present
Education
University of Georgia - Terry College of Business 1986 — 1990
Merrill Lynch November 2004 - Present
Education
University of Georgia - Terry College of Business 1986 — 1990
AnneMarie Jones's Merrill Lynch Experience November 2006 - August 2007
Job Vice President, Head of Disaster Recovery Project Delivery at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2012 - Present
Bank of America December 2011 - September 2012
Bank of America August 2007 - December 2011
Merrill Lynch November 2006 - August 2007
Merrill Lynch January 2006 - November 2006
Merrill Lynch May 2003 - January 2006
Merrill Lynch January 2002 - May 2003
Merrill Lynch March 2001 - January 2002
Merrill Lynch January 2000 - March 2001
Merrill Lynch June 1999 - April 2000
Skills
Strategic Planning, Series 7, Series 63, Series 24, Six Sigma Black Belt, Process Improvement, Process Engineering, Analysis, Budgets, Business Analysis, Business Process..., Business Requirements, Cross-functional Team..., Disaster Recovery, Enterprise Architecture, Finance, Financial Risk, Financial Services, Human Resources, IT Management, IT Strategy, ITIL, Incident Management, Insurance, Leadership, Management, Market Data, PMO, Performance Management, Project Management, SDLC, Servers, Service Delivery, Six Sigma, Software Project..., System Administration, Testing, Training, Visio, Business Process, Vendor Management
Education
University of North Florida - College of Business Administration 1999 — 2001
Master of Business Administration (MBA)
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Computer and Information Sciences, General
Deutsche Bank September 2012 - Present
Bank of America December 2011 - September 2012
Bank of America August 2007 - December 2011
Merrill Lynch November 2006 - August 2007
Merrill Lynch January 2006 - November 2006
Merrill Lynch May 2003 - January 2006
Merrill Lynch January 2002 - May 2003
Merrill Lynch March 2001 - January 2002
Merrill Lynch January 2000 - March 2001
Merrill Lynch June 1999 - April 2000
Skills
Strategic Planning, Series 7, Series 63, Series 24, Six Sigma Black Belt, Process Improvement, Process Engineering, Analysis, Budgets, Business Analysis, Business Process..., Business Requirements, Cross-functional Team..., Disaster Recovery, Enterprise Architecture, Finance, Financial Risk, Financial Services, Human Resources, IT Management, IT Strategy, ITIL, Incident Management, Insurance, Leadership, Management, Market Data, PMO, Performance Management, Project Management, SDLC, Servers, Service Delivery, Six Sigma, Software Project..., System Administration, Testing, Training, Visio, Business Process, Vendor Management
Education
University of North Florida - College of Business Administration 1999 — 2001
Master of Business Administration (MBA)
University of Florida - Warrington College Of Business 1996 — 1999
Bachelor of Science (BS), Computer and Information Sciences, General
Lamar Kaleel's Merrill Lynch Experience January 2004 - September 2005
Job Senior Credit Officer at American Enterprise Bank of Florida
Industry Banking
Experience
American Enterprise Bank of Florida February 2009 - Present
American Enterprise Bank of Florida October 2007 - February 2009
Mercantile Bank September 2005 - September 2007
Merrill Lynch January 2004 - September 2005
SouthTrust Bank June 1999 - January 2004
Compass Bank June 1996 - June 1999
First Union National Bank May 1985 - June 1996
Skills
Credit, Finance, Loans, Banking, Commercial Banking, Mergers & Acquisitions, Investments, Cash Management, Financial Services, Portfolio Management, Real Estate
Education
University of North Florida - College of Business Administration 1986 — 1990
MBA, Banking/Finance
University of Florida - Warrington College Of Business 1978 — 1982
Bachelor of Science, Business Administration, Marketing, Finance
American Enterprise Bank of Florida February 2009 - Present
American Enterprise Bank of Florida October 2007 - February 2009
Mercantile Bank September 2005 - September 2007
Merrill Lynch January 2004 - September 2005
SouthTrust Bank June 1999 - January 2004
Compass Bank June 1996 - June 1999
First Union National Bank May 1985 - June 1996
Skills
Credit, Finance, Loans, Banking, Commercial Banking, Mergers & Acquisitions, Investments, Cash Management, Financial Services, Portfolio Management, Real Estate
Education
University of North Florida - College of Business Administration 1986 — 1990
MBA, Banking/Finance
University of Florida - Warrington College Of Business 1978 — 1982
Bachelor of Science, Business Administration, Marketing, Finance
Scott Bremus's Merrill Lynch Experience November 1999 - February 2005
Job CFP®
Industry Capital Markets
Experience
Scott Bremus October 2009 - Present
Morgan Stanley Smith Barney March 2004 - October 2009
Merrill Lynch November 1999 - February 2005
Skills
Series 7, Wealth Management, Finance, Portfolio Management, Retirement Planning, Alternative Investments, Asset Allocation, Trading, Securities, Investments, Bonds, Series 63, Strategic Financial..., Financial Planning, Mutual Funds, Series 66
Education
University of Georgia School of Law 1993 — 1996
J.D.
University of Virginia 1989 — 1993
B.A.
Scott Bremus October 2009 - Present
Morgan Stanley Smith Barney March 2004 - October 2009
Merrill Lynch November 1999 - February 2005
Skills
Series 7, Wealth Management, Finance, Portfolio Management, Retirement Planning, Alternative Investments, Asset Allocation, Trading, Securities, Investments, Bonds, Series 63, Strategic Financial..., Financial Planning, Mutual Funds, Series 66
Education
University of Georgia School of Law 1993 — 1996
J.D.
University of Virginia 1989 — 1993
B.A.
Scott Schoenberg's Merrill Lynch Experience May 2006 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2006 - Present
Morgan Stanley 2001 - 2006
Education
University of Georgia - Terry College of Business
Merrill Lynch May 2006 - Present
Morgan Stanley 2001 - 2006
Education
University of Georgia - Terry College of Business
Marcie Levy's Merrill Lynch Experience June 2005 - November 2007
Job Director of Client Service at Resources Global Professionals
Industry Management Consulting
Experience
Resources Global Professionals December 2012 - Present
Resources Global Professionals July 2008 - Present
ReliaQuest, LLC December 2007 - June 2008
Merrill Lynch June 2005 - November 2007
Global Financial Advisory July 2003 - June 2005
Skills
Series 7, CRPC, Securities, Financial Analysis, Mutual Funds, Financial Services, Sarbanes-Oxley Act, Mergers & Acquisitions, Business Development, Professional Services, Management, Finance, Relationship Management, Strategic Financial..., Risk Management, Financial Modeling, Talent Management, Business Process..., Management Consulting, Process Improvement, Strategic Planning
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
B.S., Finance
Resources Global Professionals December 2012 - Present
Resources Global Professionals July 2008 - Present
ReliaQuest, LLC December 2007 - June 2008
Merrill Lynch June 2005 - November 2007
Global Financial Advisory July 2003 - June 2005
Skills
Series 7, CRPC, Securities, Financial Analysis, Mutual Funds, Financial Services, Sarbanes-Oxley Act, Mergers & Acquisitions, Business Development, Professional Services, Management, Finance, Relationship Management, Strategic Financial..., Risk Management, Financial Modeling, Talent Management, Business Process..., Management Consulting, Process Improvement, Strategic Planning
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
B.S., Finance
Chris Gowen's Merrill Lynch Experience 1992 - 2001
Job VP at Zaio
Industry Financial Services
Experience
Zaio, Inc. February 2004 - Present
Basis 100 2000 - 2001
Merrill Lynch 1992 - 2001
Education
University of North Florida 1988 — 1989
MBA, Accounting - Taxation
University of Georgia - Terry College of Business 1984 — 1986
Zaio, Inc. February 2004 - Present
Basis 100 2000 - 2001
Merrill Lynch 1992 - 2001
Education
University of North Florida 1988 — 1989
MBA, Accounting - Taxation
University of Georgia - Terry College of Business 1984 — 1986
J. Derek Imes's Merrill Lynch Experience October 2001 - July 2004
Job Owner, Principia Investment Advisors LLC
Industry Investment Management
Experience
Principia Investment Advisors LLC July 2004 - Present
Creature Comforts Brewing Company January 2011 - Present
Terrapin Beer Company LLC April 2007 - December 2010
Merrill Lynch October 2001 - July 2004
Morgan Stanley July 1997 - November 2001
Education
University of Pennsylvania - The Wharton School 2003 — 2004
CIMA, Finance
University of Georgia - Terry College of Business 1989 — 1995
Principia Investment Advisors LLC July 2004 - Present
Creature Comforts Brewing Company January 2011 - Present
Terrapin Beer Company LLC April 2007 - December 2010
Merrill Lynch October 2001 - July 2004
Morgan Stanley July 1997 - November 2001
Education
University of Pennsylvania - The Wharton School 2003 — 2004
CIMA, Finance
University of Georgia - Terry College of Business 1989 — 1995
Audrey Quaye's Merrill Lynch Experience December 2006 - April 2008
Job Private Tutor at WyzAnt Tutoring
Industry Management Consulting
Experience
WyzAnt Tutoring January 2014 - Present
COARE Biotechnology, Inc. June 2010 - Present
Melaleuca October 2009 - December 2010
US Census Bureau April 2010 - September 2010
Merrill Lynch December 2006 - April 2008
Ameriprise Financial Services, Inc. December 2003 - August 2006
Tucker International February 2002 - November 2003
WM Advisors, Inc. (now Edge Asset Mgmt/ Principal Group) February 1996 - December 2001
Tandem Computers August 1995 - January 1996
The Benham Group (now American Century) November 1991 - July 1995
Skills
Financial and credit..., Business Planning, Accounting, Financial Planning, Financial Analysis, Financial Modeling, Asset Management, Auditing, Strategic Planning, Management Consulting, Small Business, Investments, Financial Management, Business Strategy, Start-ups, Budgeting, Due Diligence, Portfolio Management, Insurance, New Business Development, Business Analysis, Financial Reporting, Online Marketing, Strategic Financial..., Managerial Finance, Budgets, Credit Analysis, Mutual Funds, Credit, Banking, Valuation, Program Management, Corporate Finance, Project Management, Asset Managment, Fixed Income, Finance, Asset Allocation, Account Reconciliation, Investment Management, Entrepreneurship, Analysis, Non-profits, Strategy, Internal Audit, Mergers & Acquisitions, Leadership, Business Development, Economics, Change Management
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA
University of Ghana 1975 — 1978
BSc
Achimota School 1962 — 1975
GCE A Level
WyzAnt Tutoring January 2014 - Present
COARE Biotechnology, Inc. June 2010 - Present
Melaleuca October 2009 - December 2010
US Census Bureau April 2010 - September 2010
Merrill Lynch December 2006 - April 2008
Ameriprise Financial Services, Inc. December 2003 - August 2006
Tucker International February 2002 - November 2003
WM Advisors, Inc. (now Edge Asset Mgmt/ Principal Group) February 1996 - December 2001
Tandem Computers August 1995 - January 1996
The Benham Group (now American Century) November 1991 - July 1995
Skills
Financial and credit..., Business Planning, Accounting, Financial Planning, Financial Analysis, Financial Modeling, Asset Management, Auditing, Strategic Planning, Management Consulting, Small Business, Investments, Financial Management, Business Strategy, Start-ups, Budgeting, Due Diligence, Portfolio Management, Insurance, New Business Development, Business Analysis, Financial Reporting, Online Marketing, Strategic Financial..., Managerial Finance, Budgets, Credit Analysis, Mutual Funds, Credit, Banking, Valuation, Program Management, Corporate Finance, Project Management, Asset Managment, Fixed Income, Finance, Asset Allocation, Account Reconciliation, Investment Management, Entrepreneurship, Analysis, Non-profits, Strategy, Internal Audit, Mergers & Acquisitions, Leadership, Business Development, Economics, Change Management
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA
University of Ghana 1975 — 1978
BSc
Achimota School 1962 — 1975
GCE A Level
Kevin McKane, CFP®, CRPS®'s Merrill Lynch Experience May 2012 - June 2013
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Merrill Lynch May 2012 - June 2013
UBS Financial Services November 2010 - May 2012
UBS Financial Services December 2009 - October 2010
Transamerica Retirement Solutions January 2006 - March 2009
Franklin Templeton Investments May 2005 - August 2005
Lord Abbett & Co. LLC May 2004 - August 2004
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Sales, Retirement, Banking, Corporate Finance, Insurance, Finance, Financial Advisory, Securities, Series 63, Equities, Asset Managment, Series 6, Investment Advisory, Due Diligence, Valuation, Financial Services, Credit, Investment Management, Loans, Estate Planning, Life Insurance, Relationship Management, Financial Planning, Fixed Income, Investment Strategies, Private Equity, Alternative Investments, Capital Markets, Financial Risk
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics & Finance
Marist School 1996 — 2001
Raymond James Financial Inc. July 2013 - Present
Merrill Lynch May 2012 - June 2013
UBS Financial Services November 2010 - May 2012
UBS Financial Services December 2009 - October 2010
Transamerica Retirement Solutions January 2006 - March 2009
Franklin Templeton Investments May 2005 - August 2005
Lord Abbett & Co. LLC May 2004 - August 2004
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Sales, Retirement, Banking, Corporate Finance, Insurance, Finance, Financial Advisory, Securities, Series 63, Equities, Asset Managment, Series 6, Investment Advisory, Due Diligence, Valuation, Financial Services, Credit, Investment Management, Loans, Estate Planning, Life Insurance, Relationship Management, Financial Planning, Fixed Income, Investment Strategies, Private Equity, Alternative Investments, Capital Markets, Financial Risk
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics & Finance
Marist School 1996 — 2001
Matt Sand's Merrill Lynch Experience April 2014 - May 2015
Job Analyst at HFF
Industry Real Estate
Experience
HFF July 2015 - Present
Merrill Lynch April 2014 - May 2015
Merrill Lynch July 2012 - April 2014
Merrill Lynch May 2007 - June 2012
Skills
Portfolio Management, Analytical Software, Client Communication, Series 7, Bloomberg, Asset Allocation, Alternative Investments, Mutual Funds, ETFs, Sales, Financial Markets, High Net Worth..., Options, Securities
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BS, Economics
HFF July 2015 - Present
Merrill Lynch April 2014 - May 2015
Merrill Lynch July 2012 - April 2014
Merrill Lynch May 2007 - June 2012
Skills
Portfolio Management, Analytical Software, Client Communication, Series 7, Bloomberg, Asset Allocation, Alternative Investments, Mutual Funds, ETFs, Sales, Financial Markets, High Net Worth..., Options, Securities
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BS, Economics
Anitha Iyer, CFA's Merrill Lynch Experience May 2004 - September 2004
Job Director, Finance at Lending Club
Industry Financial Services
Experience
Lending Club February 2015 - Present
Lending Club July 2013 - February 2015
Credit Suisse October 2009 - July 2013
Wells Fargo June 2006 - October 2009
Wells Fargo June 2005 - June 2006
Merrill Lynch May 2004 - September 2004
Skills
Financial Analysis, Financial Modeling, Corporate FP&A, SEC Financial Reporting, Sarbanes-Oxley, Fixed Income, Capital Markets, Treasury Management, Process Improvement, Internal Controls, Valuation, Derivatives, Investment Banking, Sarbanes-Oxley Act
Education
University of Florida - Warrington College Of Business
B.S, Finance
Lending Club February 2015 - Present
Lending Club July 2013 - February 2015
Credit Suisse October 2009 - July 2013
Wells Fargo June 2006 - October 2009
Wells Fargo June 2005 - June 2006
Merrill Lynch May 2004 - September 2004
Skills
Financial Analysis, Financial Modeling, Corporate FP&A, SEC Financial Reporting, Sarbanes-Oxley, Fixed Income, Capital Markets, Treasury Management, Process Improvement, Internal Controls, Valuation, Derivatives, Investment Banking, Sarbanes-Oxley Act
Education
University of Florida - Warrington College Of Business
B.S, Finance
Jamison Olenick's Merrill Lynch Experience January 2001 - July 2004
Job Director Program and Algorithmic Trading
Industry Financial Services
Experience
Wells Fargo Securities (Wachovia Securities) July 2004 - Present
Merrill Lynch January 2001 - July 2004
IMS November 1996 - November 2000
Education
University of Florida - Warrington College Of Business 2006 — 2008
EMBA
University of Maryland Baltimore County 1992 — 1995
BA, Mathematics, Psychology
Wells Fargo Securities (Wachovia Securities) July 2004 - Present
Merrill Lynch January 2001 - July 2004
IMS November 1996 - November 2000
Education
University of Florida - Warrington College Of Business 2006 — 2008
EMBA
University of Maryland Baltimore County 1992 — 1995
BA, Mathematics, Psychology
Marshall Fox's Merrill Lynch Experience September 2004 - August 2006
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank September 2006 - Present
Merrill Lynch September 2004 - August 2006
Washington Mutual September 2002 - August 2004
CNLBank September 1998 - August 2002
SunTrust Bank September 1987 - August 1998
Barnett Bank September 1983 - June 1987
Skills
Commercial Banking, Small Business Lending, Loans, Credit, Credit Analysis, Banking, Underwriting, Portfolio Management, Credit Risk, Lines Of Credit, Mortgage Lending, Risk Management, Commercial Mortgages, Loan Origination, Finance, Commercial Lending, Asset Based Lending, SBA, Mortgage Banking, Management, Relationship Management, Financial Services, Cross Selling, Investments, Financial Risk, CRM, Financial Analysis
Education
University of Florida - Warrington College Of Business 1980 — 1983
Bachelor of Science, Business Administration
Fifth Third Bank September 2006 - Present
Merrill Lynch September 2004 - August 2006
Washington Mutual September 2002 - August 2004
CNLBank September 1998 - August 2002
SunTrust Bank September 1987 - August 1998
Barnett Bank September 1983 - June 1987
Skills
Commercial Banking, Small Business Lending, Loans, Credit, Credit Analysis, Banking, Underwriting, Portfolio Management, Credit Risk, Lines Of Credit, Mortgage Lending, Risk Management, Commercial Mortgages, Loan Origination, Finance, Commercial Lending, Asset Based Lending, SBA, Mortgage Banking, Management, Relationship Management, Financial Services, Cross Selling, Investments, Financial Risk, CRM, Financial Analysis
Education
University of Florida - Warrington College Of Business 1980 — 1983
Bachelor of Science, Business Administration
Richard Rosello Jr.'s Merrill Lynch Experience December 2008 - March 2010
Job Vice President of Land Acquisition and Development Ryland Homes
Industry Real Estate
Experience
Ryland Homes February 2010 - Present
Merrill Lynch December 2008 - March 2010
William Ryan Homes January 2004 - May 2008
Wells Fargo Home Mortgage January 2003 - January 2004
Salomon Smith Barney May 2001 - September 2001
Special Data Processing Corporation June 1997 - August 1999
Skills
Investment Properties, Negotiation, Contract Negotiation, Direct Marketing, Residential Homes, Real Estate, Sales, Real Estate Development, Single Family Homes, Strategic Planning, Marketing Strategy, Property Management, Finance, Customer Satisfaction, Start-ups
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
Ryland Homes February 2010 - Present
Merrill Lynch December 2008 - March 2010
William Ryan Homes January 2004 - May 2008
Wells Fargo Home Mortgage January 2003 - January 2004
Salomon Smith Barney May 2001 - September 2001
Special Data Processing Corporation June 1997 - August 1999
Skills
Investment Properties, Negotiation, Contract Negotiation, Direct Marketing, Residential Homes, Real Estate, Sales, Real Estate Development, Single Family Homes, Strategic Planning, Marketing Strategy, Property Management, Finance, Customer Satisfaction, Start-ups
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
Charles Wagner's Merrill Lynch Experience 1993 - 1996
Job President at CBC National Bank
Industry Banking
Experience
CBC National Bank June 2015 - Present
CBC National Bank September 2007 - June 2015
AMX Mortgage 2003 - 2007
BancFinancial 2002 - 2003
HomeBanc Mortgage Corporation 1996 - 2000
Merrill Lynch 1993 - 1996
Skills
Liquidity Management, Housing Finance, Mortgage Banking, Underwriting, Loan Origination, Residential Mortgages, Credit, Credit Analysis, VA loans, FHA financing, Construction Loans, Mortgage Lending, Loans, Commercial Lending, Commercial Mortgages, Refinance, FHA, USDA, Real Estate Financing, Reverse Mortgages, Banking, Commercial Banking, Small Business Lending, Certified Mortgage..., Consumer Lending, SBA, First Time Home Buyers, Lines Of Credit, Financial Structuring, Strategic Planning, Full P&L Responsibility, Asset Based Lending, Home Equity Loans, Government Loans, Mortgage Marketing, Credit Risk, Real Estate Economics, Mortgage Servicing, Funding, Mortgage Underwriting, Loss Mitigation, Finance, P, FHA Financing, Real Estate, Investment Properties, Risk Management, Portfolio Management, Investments, Financial Analysis
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
CBC National Bank June 2015 - Present
CBC National Bank September 2007 - June 2015
AMX Mortgage 2003 - 2007
BancFinancial 2002 - 2003
HomeBanc Mortgage Corporation 1996 - 2000
Merrill Lynch 1993 - 1996
Skills
Liquidity Management, Housing Finance, Mortgage Banking, Underwriting, Loan Origination, Residential Mortgages, Credit, Credit Analysis, VA loans, FHA financing, Construction Loans, Mortgage Lending, Loans, Commercial Lending, Commercial Mortgages, Refinance, FHA, USDA, Real Estate Financing, Reverse Mortgages, Banking, Commercial Banking, Small Business Lending, Certified Mortgage..., Consumer Lending, SBA, First Time Home Buyers, Lines Of Credit, Financial Structuring, Strategic Planning, Full P&L Responsibility, Asset Based Lending, Home Equity Loans, Government Loans, Mortgage Marketing, Credit Risk, Real Estate Economics, Mortgage Servicing, Funding, Mortgage Underwriting, Loss Mitigation, Finance, P, FHA Financing, Real Estate, Investment Properties, Risk Management, Portfolio Management, Investments, Financial Analysis
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
John Blitchington's Merrill Lynch Experience May 2010 - Present
Job Vice Pesident at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Merrill Lynch September 2006 - May 2010
Merrill Lynch March 2005 - September 2006
Skills
Series 7, Financial Services, Business Process..., Corporate Actions, Microsoft Office, Six Sigma, Microsoft Excel, Project Management, Customer Service, Middle Office, Leadership, Process Improvement, Securities, Series 63
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
Business Adminisration, Finance
Merrill Lynch May 2010 - Present
Merrill Lynch September 2006 - May 2010
Merrill Lynch March 2005 - September 2006
Skills
Series 7, Financial Services, Business Process..., Corporate Actions, Microsoft Office, Six Sigma, Microsoft Excel, Project Management, Customer Service, Middle Office, Leadership, Process Improvement, Securities, Series 63
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
Business Adminisration, Finance
Trey Ashmore's Merrill Lynch Experience November 2002 - April 2004
Job Underwriting Manager at Raymond James & Associates, Inc
Industry Banking
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. January 2014 - January 2015
Raymond James Financial Inc. November 2010 - January 2014
American Momentum Bank February 2007 - November 2010
Bank of America January 2005 - February 2007
Merrill Lynch November 2002 - April 2004
Skills
Account Reconciliation, Banking, Commercial Lending, Consumer Lending, Credit Analysis, Employee Benefits, Finance, Financial Analysis, Financial Markets, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Sales Management, Small Business Lending
Education
University of South Florida - College of Business Administration 2009 — 2010
MBA, Finance, Management
University of Georgia - Terry College of Business 2002 — 2004
BS, Finance
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. January 2014 - January 2015
Raymond James Financial Inc. November 2010 - January 2014
American Momentum Bank February 2007 - November 2010
Bank of America January 2005 - February 2007
Merrill Lynch November 2002 - April 2004
Skills
Account Reconciliation, Banking, Commercial Lending, Consumer Lending, Credit Analysis, Employee Benefits, Finance, Financial Analysis, Financial Markets, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Sales Management, Small Business Lending
Education
University of South Florida - College of Business Administration 2009 — 2010
MBA, Finance, Management
University of Georgia - Terry College of Business 2002 — 2004
BS, Finance
Austen P. Cornell, CFA's Merrill Lynch Experience May 2007 - August 2007
Job Investment Analyst at Augustine Asset Management
Industry Financial Services
Experience
Augustine Asset Management April 2014 - Present
CFA Society Jacksonville June 2013 - Present
CSX August 2012 - April 2014
The Carlyle Group July 2011 - March 2012
PricewaterhouseCoopers September 2008 - July 2011
Merrill Lynch May 2007 - August 2007
Baydonhill September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
UBS Wealth Management February 2006 - May 2006
Skills
Corporate Finance, Valuation, Management Consulting, Asset Management, Investment Management, Alternative Investments, Private Equity, Real Estate Finance, Structured Finance, Equity Capital Markets, Financial Advisory, Fixed Income, Structured Products, Financial Analysis, Financial Modeling, Portfolio Management, Photography
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
Augustine Asset Management April 2014 - Present
CFA Society Jacksonville June 2013 - Present
CSX August 2012 - April 2014
The Carlyle Group July 2011 - March 2012
PricewaterhouseCoopers September 2008 - July 2011
Merrill Lynch May 2007 - August 2007
Baydonhill September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
UBS Wealth Management February 2006 - May 2006
Skills
Corporate Finance, Valuation, Management Consulting, Asset Management, Investment Management, Alternative Investments, Private Equity, Real Estate Finance, Structured Finance, Equity Capital Markets, Financial Advisory, Fixed Income, Structured Products, Financial Analysis, Financial Modeling, Portfolio Management, Photography
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
William Sladek's Merrill Lynch Experience 2002 - 2005
Job
Industry Information Technology and Services
Experience
First Data Corporation November 2009 - Present
GE 2008 - 2009
First Data Corporation June 1995 - December 2007
Merrill Lynch 2002 - 2005
Education
University of Florida - Warrington College of Business Administration 1985 — 1989
BS
First Data Corporation November 2009 - Present
GE 2008 - 2009
First Data Corporation June 1995 - December 2007
Merrill Lynch 2002 - 2005
Education
University of Florida - Warrington College of Business Administration 1985 — 1989
BS
Eddie Carreno's Merrill Lynch Experience July 2006 - January 2008
Job Complex Sales Manager at Citi
Industry Investment Management
Experience
Citi December 2013 - Present
Citi November 2010 - December 2013
Citigroup November 2009 - November 2010
Brick Investment Advisors April 2009 - November 2009
Stanford Group Company January 2008 - February 2009
Merrill Lynch July 2006 - January 2008
Merrill Lynch June 2005 - July 2006
Merrill Lynch November 2001 - June 2005
Merrill Lynch September 2001 - November 2001
Skills
Asset Management, Investment Advisory, Financial Planning, Retirement Planning, Wealth Management, Alternative Investments, Investment Products, Brokerage, Portfolio Management
Education
University of Florida - Warrington College Of Business 2004 — 2005
Masters, MBA
Vanderbilt University 1997 — 2001
Bachelors, Economics
Citi December 2013 - Present
Citi November 2010 - December 2013
Citigroup November 2009 - November 2010
Brick Investment Advisors April 2009 - November 2009
Stanford Group Company January 2008 - February 2009
Merrill Lynch July 2006 - January 2008
Merrill Lynch June 2005 - July 2006
Merrill Lynch November 2001 - June 2005
Merrill Lynch September 2001 - November 2001
Skills
Asset Management, Investment Advisory, Financial Planning, Retirement Planning, Wealth Management, Alternative Investments, Investment Products, Brokerage, Portfolio Management
Education
University of Florida - Warrington College Of Business 2004 — 2005
Masters, MBA
Vanderbilt University 1997 — 2001
Bachelors, Economics
Staci Bennett's Merrill Lynch Experience 2001 - 2008
Job Regional Vice President Forethought Distributors, LLC
Industry Financial Services
Experience
Forethought Financial Group, Inc. March 2015 - Present
Lincoln Financial October 2008 - March 2015
Merrill Lynch 2001 - 2008
J.C. Bradford 1998 - 1999
Education
University of Georgia - Terry College of Business 1993 — 1997
Business, Marketing
Forethought Financial Group, Inc. March 2015 - Present
Lincoln Financial October 2008 - March 2015
Merrill Lynch 2001 - 2008
J.C. Bradford 1998 - 1999
Education
University of Georgia - Terry College of Business 1993 — 1997
Business, Marketing
Nia Durscher's Merrill Lynch Experience May 2009 - August 2009
Job Finance Manager: Global Profit Forecasting for Skin and Personal Care at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble August 2015 - Present
Procter & Gamble June 2013 - Present
Dermatology Associates January 2010 - June 2012
UnitedHealth Group 2009 - 2010
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, HIPAA, Healthcare, Data Mining, Financial Reporting, Financial Modeling, Human Resources, Marketing, Digital Marketing, Product Marketing, Research, Project Management, Finance, Program Management, Management, Data Analysis, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Analysis, Strategic Planning
Education
University of Florida - Warrington College Of Business 2012 — 2013
Master of Business Administration (MBA), Finance, Competitive Strategy, and Marketing
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.69
Palatka High School
Procter & Gamble August 2015 - Present
Procter & Gamble June 2013 - Present
Dermatology Associates January 2010 - June 2012
UnitedHealth Group 2009 - 2010
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, HIPAA, Healthcare, Data Mining, Financial Reporting, Financial Modeling, Human Resources, Marketing, Digital Marketing, Product Marketing, Research, Project Management, Finance, Program Management, Management, Data Analysis, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Analysis, Strategic Planning
Education
University of Florida - Warrington College Of Business 2012 — 2013
Master of Business Administration (MBA), Finance, Competitive Strategy, and Marketing
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.69
Palatka High School
Kyle Sheahan's Merrill Lynch Experience May 2010 - July 2010
Job Finance Leader Operations at Newell Rubbermaid
Industry Consumer Goods
Experience
Newell Rubbermaid April 2015 - Present
Newell Rubbermaid April 2013 - Present
Newell Rubbermaid July 2011 - April 2013
Electronic Arts August 2009 - July 2011
Merrill Lynch May 2010 - July 2010
Skills
Excel, SAP, Microsoft Office, Financial Analysis, PowerPoint, Forecasting, Financial Modeling, Microsoft Word, Data Analysis, Finance, Research, Budgets, Variance Analysis, Business Analysis, Outlook, Ad Hoc Reporting, Accounting, Sarbanes-Oxley Act, BEx Analyzer, SG&A, Microsoft Excel, Cost Accounting, Account Reconciliation, Management, Budget Process, Mexican, Financial Reporting
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration, Finance
Newell Rubbermaid April 2015 - Present
Newell Rubbermaid April 2013 - Present
Newell Rubbermaid July 2011 - April 2013
Electronic Arts August 2009 - July 2011
Merrill Lynch May 2010 - July 2010
Skills
Excel, SAP, Microsoft Office, Financial Analysis, PowerPoint, Forecasting, Financial Modeling, Microsoft Word, Data Analysis, Finance, Research, Budgets, Variance Analysis, Business Analysis, Outlook, Ad Hoc Reporting, Accounting, Sarbanes-Oxley Act, BEx Analyzer, SG&A, Microsoft Excel, Cost Accounting, Account Reconciliation, Management, Budget Process, Mexican, Financial Reporting
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration, Finance
Scott Cronenberg's Merrill Lynch Experience June 1997 - August 1998
Job Mortgage Production Manager at Regions Financial Corporation
Industry Banking
Experience
Regions May 2013 - Present
EverBank April 2012 - May 2013
RBC Bank August 2008 - April 2012
SunTrust Mortgage, Inc August 2007 - August 2008
Renaissance Mortgage Group, Inc February 2002 - August 2007
Wachovia Bank January 2000 - February 2002
Investor's Financial Group, Inc August 1998 - January 2000
Merrill Lynch June 1997 - August 1998
Skills
Residential Mortgages, Underwriting, Reverse Mortgages, Loans, Home Equity Lines of..., Mortgage Lending, Consumer Lending, Credit Analysis, First Time Home Buyers, Credit, FHA, FHA financing, Mortgage Banking, Refinance, Investment Properties, Finance, Short Sales, Banking, Foreclosures, Real Estate, REO, Investors, Investments, USDA, Loan Origination, VA loans, Real Estate Economics, Commercial Lending, Retail Banking, Construction Loans, Government Loans, Referrals, Real Estate Financing, Relationship Management
Education
University of Florida - Warrington College of Business Administration
Bachelor, Science Business Administration
Regions May 2013 - Present
EverBank April 2012 - May 2013
RBC Bank August 2008 - April 2012
SunTrust Mortgage, Inc August 2007 - August 2008
Renaissance Mortgage Group, Inc February 2002 - August 2007
Wachovia Bank January 2000 - February 2002
Investor's Financial Group, Inc August 1998 - January 2000
Merrill Lynch June 1997 - August 1998
Skills
Residential Mortgages, Underwriting, Reverse Mortgages, Loans, Home Equity Lines of..., Mortgage Lending, Consumer Lending, Credit Analysis, First Time Home Buyers, Credit, FHA, FHA financing, Mortgage Banking, Refinance, Investment Properties, Finance, Short Sales, Banking, Foreclosures, Real Estate, REO, Investors, Investments, USDA, Loan Origination, VA loans, Real Estate Economics, Commercial Lending, Retail Banking, Construction Loans, Government Loans, Referrals, Real Estate Financing, Relationship Management
Education
University of Florida - Warrington College of Business Administration
Bachelor, Science Business Administration
Matt Vandenack's Merrill Lynch Experience August 2011 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Principal Financial Group September 2008 - September 2011
Credit Suisse 2006 - 2008
Lehman Brothers 2004 - 2006
Vandenack, PC 1991 - 1996
Skills
Estate Planning, Fixed Income, High Net Worth..., Investment Strategies, Finance, Wealth, Life Insurance, Business Planning, Tax, Investments, Securities, Wealth Management..., Structured Finance, Asset Management, Wealth Management, Financial Advisory
Education
University of Georgia School of Law 1988 — 1991
JD
University of Nebraska-Lincoln 1983 — 1987
BA, International Relations; emphasis in Economics
Merrill Lynch August 2011 - Present
Principal Financial Group September 2008 - September 2011
Credit Suisse 2006 - 2008
Lehman Brothers 2004 - 2006
Vandenack, PC 1991 - 1996
Skills
Estate Planning, Fixed Income, High Net Worth..., Investment Strategies, Finance, Wealth, Life Insurance, Business Planning, Tax, Investments, Securities, Wealth Management..., Structured Finance, Asset Management, Wealth Management, Financial Advisory
Education
University of Georgia School of Law 1988 — 1991
JD
University of Nebraska-Lincoln 1983 — 1987
BA, International Relations; emphasis in Economics
David Airomloo's Merrill Lynch Experience October 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Merrill Lynch March 2008 - October 2010
Skills
Marketing, Investments, Small Business, Forecasting, Strategic Financial..., Financial Analysis, Finance, Portfolio Management, Financial Advisory, Series 63, Financial Modeling, Wealth Management, Mutual Funds, Financial Planning
Education
University of Florida - Hough Graduate School of Business Administration 2009 — 2010
Master of Business Administration, MBA
University of Florida - Hough Graduate School of Business Administration 2006 — 2007
Master of Science, Information Systems & Operations Management
University of Florida - Warrington College Of Business 2002 — 2006
Bachelor of Science, Management
Merrill Lynch October 2010 - Present
Merrill Lynch March 2008 - October 2010
Skills
Marketing, Investments, Small Business, Forecasting, Strategic Financial..., Financial Analysis, Finance, Portfolio Management, Financial Advisory, Series 63, Financial Modeling, Wealth Management, Mutual Funds, Financial Planning
Education
University of Florida - Hough Graduate School of Business Administration 2009 — 2010
Master of Business Administration, MBA
University of Florida - Hough Graduate School of Business Administration 2006 — 2007
Master of Science, Information Systems & Operations Management
University of Florida - Warrington College Of Business 2002 — 2006
Bachelor of Science, Management
Jason Horne's Merrill Lynch Experience September 2009 - April 2012
Job Area Real Estate Manager at McDonald's Corporation
Industry Commercial Real Estate
Experience
McDonald's Corporation June 2013 - Present
RaceTrac Petroleum April 2012 - June 2013
Merrill Lynch September 2009 - April 2012
Colonial Properties Trust May 2007 - October 2008
Weingarten Realty Investors May 2005 - May 2007
Regency Centers July 1997 - May 2005
Skills
Retail Site Selection, Real Estate Development, Joint Ventures, Commercial Leasing, Land Acquisition, Mixed-use, Tenant, Disposition, Location Intelligence, Corporate Real Estate, Dispositions, Leases, Property Management, Commercial Real Estate, Real Estate Economics, Real Estate, Real Estate Transactions
Education
University of Georgia - Terry College of Business 1993 — 1997
BBA - Real Estate, Real Estate
McDonald's Corporation June 2013 - Present
RaceTrac Petroleum April 2012 - June 2013
Merrill Lynch September 2009 - April 2012
Colonial Properties Trust May 2007 - October 2008
Weingarten Realty Investors May 2005 - May 2007
Regency Centers July 1997 - May 2005
Skills
Retail Site Selection, Real Estate Development, Joint Ventures, Commercial Leasing, Land Acquisition, Mixed-use, Tenant, Disposition, Location Intelligence, Corporate Real Estate, Dispositions, Leases, Property Management, Commercial Real Estate, Real Estate Economics, Real Estate, Real Estate Transactions
Education
University of Georgia - Terry College of Business 1993 — 1997
BBA - Real Estate, Real Estate
John Failla's Merrill Lynch Experience 1975 - 2001
Job
Industry Financial Services
Experience
Diocese of Rockville Center May 2005 - Present
St Elizabeth of Hungary Roman Catholic Church May 2005 - Present
Merrill Lynch 1975 - 2001
Merrill Lynch, Pierce, Fenner & Smith 1975 - 2001
Skills
Strategic Planning, Securities, Risk Management, Series 7, Wealth Management, Equities, Mutual Funds, Portfolio Management, Investments, Strategic Financial..., Banking, AML, Corporate Governance, Financial Services, Hedge Funds, Due Diligence, FINRA, Alternative Investments, Asset Management, Financial Risk, Investment Banking, Investment Advisory, Fixed Income, Private Equity, Series 63, Derivatives, Capital Markets, Asset Allocation, Options, Bloomberg, Financial Advisory, Financial Markets, Retirement Planning, Structured Finance, Finance, Trading, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Long-term Care, Fixed Annuities, Relationship Management, Religion, Funding, Insurance, Theology, Cataloging, Pastoral Care, Youth Ministry, Library
Education
University of Georgia - Terry College of Business 1968 — 1970
BBA
Seminary of the Immaculate Conception
MA Theology, Master of Art in Theology
Diocese of Rockville Center May 2005 - Present
St Elizabeth of Hungary Roman Catholic Church May 2005 - Present
Merrill Lynch 1975 - 2001
Merrill Lynch, Pierce, Fenner & Smith 1975 - 2001
Skills
Strategic Planning, Securities, Risk Management, Series 7, Wealth Management, Equities, Mutual Funds, Portfolio Management, Investments, Strategic Financial..., Banking, AML, Corporate Governance, Financial Services, Hedge Funds, Due Diligence, FINRA, Alternative Investments, Asset Management, Financial Risk, Investment Banking, Investment Advisory, Fixed Income, Private Equity, Series 63, Derivatives, Capital Markets, Asset Allocation, Options, Bloomberg, Financial Advisory, Financial Markets, Retirement Planning, Structured Finance, Finance, Trading, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Long-term Care, Fixed Annuities, Relationship Management, Religion, Funding, Insurance, Theology, Cataloging, Pastoral Care, Youth Ministry, Library
Education
University of Georgia - Terry College of Business 1968 — 1970
BBA
Seminary of the Immaculate Conception
MA Theology, Master of Art in Theology
Farida Saiduddin's Merrill Lynch Experience August 2004 - April 2005
Job Compliance Officer at Hartford Investment Management
Industry Financial Services
Experience
Hartford Investment Management October 2011 - Present
JP Morgan Chase May 2009 - October 2011
Deutsche Asset Management February 2006 - January 2009
Merrill Lynch August 2004 - April 2005
Deutsche Asset Management April 2001 - August 2004
Skills
Asset Management, Fixed Income, Governance, Hedge Funds, Investment Management, Investments, Policy, Securities, Trading, Auditing, Corporate Governance, Corporate Law, Due Diligence, Financial Services, Mutual Funds, Banking, Risk Management
Education
University of London 1999 — 2000
University of Gothenburg
Bachelor's, Humanities
University of Örebro
Bachelor's, Law
Hartford Investment Management October 2011 - Present
JP Morgan Chase May 2009 - October 2011
Deutsche Asset Management February 2006 - January 2009
Merrill Lynch August 2004 - April 2005
Deutsche Asset Management April 2001 - August 2004
Skills
Asset Management, Fixed Income, Governance, Hedge Funds, Investment Management, Investments, Policy, Securities, Trading, Auditing, Corporate Governance, Corporate Law, Due Diligence, Financial Services, Mutual Funds, Banking, Risk Management
Education
University of London 1999 — 2000
University of Gothenburg
Bachelor's, Humanities
University of Örebro
Bachelor's, Law
Balaji Dhandapani's Merrill Lynch Experience August 2015 - Present
Job MSG Product Specialist Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Edge August 2014 - July 2015
Merrill Edge January 2014 - August 2014
Merrill Edge January 2011 - December 2013
Bank of America April 2010 - January 2011
Skills
Series 10, Series 9, Series 7, Series 66, Financial Services, Credit, Credit Analysis, Relationship Management, Loans, Finance, Banking, Financial Analysis, Financial Risk, Strategic Financial..., Valuation, Risk Management, Financial Modeling, Mortgage Banking, Loan Origination, Stocks, Retail Banking, Equities, Asset Allocation, Fixed Annuities, Investment Advisory, Commercial Banking, Securities, Retirement Planning, Bloomberg, Financial Markets, Capital Markets, Bonds, Asset Management, Bloomberg Terminal, Investment Strategies, Retirement, Insurance, Uniform Combined State..., Investment Banking, Corporate Finance, Private Banking, Derivatives, Mortgage Lending, Cash Management, 401k, Financial Advisory, Trading, Leadership, Customer Service, Management
Education
University of Georgia - Terry College of Business 2006 — 2008
B.B.A., Finance
Merrill Lynch August 2015 - Present
Merrill Edge August 2014 - July 2015
Merrill Edge January 2014 - August 2014
Merrill Edge January 2011 - December 2013
Bank of America April 2010 - January 2011
Skills
Series 10, Series 9, Series 7, Series 66, Financial Services, Credit, Credit Analysis, Relationship Management, Loans, Finance, Banking, Financial Analysis, Financial Risk, Strategic Financial..., Valuation, Risk Management, Financial Modeling, Mortgage Banking, Loan Origination, Stocks, Retail Banking, Equities, Asset Allocation, Fixed Annuities, Investment Advisory, Commercial Banking, Securities, Retirement Planning, Bloomberg, Financial Markets, Capital Markets, Bonds, Asset Management, Bloomberg Terminal, Investment Strategies, Retirement, Insurance, Uniform Combined State..., Investment Banking, Corporate Finance, Private Banking, Derivatives, Mortgage Lending, Cash Management, 401k, Financial Advisory, Trading, Leadership, Customer Service, Management
Education
University of Georgia - Terry College of Business 2006 — 2008
B.B.A., Finance
William K Shockley's Merrill Lynch Experience 1997 - 1998
Job Senior Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2012 - Present
Morgan Stanley Smith Barney February 2010 - April 2012
SunTrust Bank 2006 - 2009
Capital City Bank Group, Inc. 2004 - 2006
Wachovia, A Wells Fargo Company 1998 - 2004
Merrill Lynch 1997 - 1998
Skills
Investments, Loans, Portfolio Management, Finance, Commercial Lending, Series 7, Asset Management, Strategic Planning, Financial Analysis, Commercial Banking, Management, Small Business Lending, Credit Analysis, Wealth Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 1992 — 1996
BBA, International Finance
Wells Fargo May 2012 - Present
Morgan Stanley Smith Barney February 2010 - April 2012
SunTrust Bank 2006 - 2009
Capital City Bank Group, Inc. 2004 - 2006
Wachovia, A Wells Fargo Company 1998 - 2004
Merrill Lynch 1997 - 1998
Skills
Investments, Loans, Portfolio Management, Finance, Commercial Lending, Series 7, Asset Management, Strategic Planning, Financial Analysis, Commercial Banking, Management, Small Business Lending, Credit Analysis, Wealth Management, Mortgage Lending
Education
University of Georgia - Terry College of Business 1992 — 1996
BBA, International Finance
Glenn Gough's Merrill Lynch Experience January 2003 - June 2003
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2009 - Present
Banc of America Securities / Merrill Lynch December 2005 - April 2009
KPMG LLP June 2004 - October 2005
Merrill Lynch January 2003 - June 2003
Skills
Series 7, Series 63, Fixed Income, Investment Banking, Bonds, Public Finance, Securities, Uniform Combined State..., Financial Structuring, Credit Analysis, Mutual Funds, Structured Products, Alternative Investments, Equities, Structured Finance, Asset Allocation
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business 2000 — 2002
Bachelor of Science (B.S.), Finance
Wells Fargo Securities April 2009 - Present
Banc of America Securities / Merrill Lynch December 2005 - April 2009
KPMG LLP June 2004 - October 2005
Merrill Lynch January 2003 - June 2003
Skills
Series 7, Series 63, Fixed Income, Investment Banking, Bonds, Public Finance, Securities, Uniform Combined State..., Financial Structuring, Credit Analysis, Mutual Funds, Structured Products, Alternative Investments, Equities, Structured Finance, Asset Allocation
Education
University of Florida - Warrington College Of Business 2003 — 2004
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business 2000 — 2002
Bachelor of Science (B.S.), Finance
Jarrett Davis, CFP®'s Merrill Lynch Experience 2005 - 2007
Job Wealth Advisor at Harbor Wealth Advisors
Industry Financial Services
Experience
Harbor Wealth Advisors January 2013 - Present
Wells Fargo Private Bank August 2010 - 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Merrill Lynch 2005 - 2007
SunTrust Bank 1988 - 2005
Skills
Certified Financial..., Wealth Management, High Net Worth..., Investment Management, Trust Services, Estate Planning, Commercial Banking, Banking, Series 7, Series 63, Investment Advisory, Commercial Lending, Retirement Planning, Strategic Financial..., Investments, Financial Services, Loans, Wealth Management..., Finance, Wealth
Education
University of Georgia - Terry College of Business 1976 — 1980
BBA, Risk Management and Insurance
Westminster Schools 1963 — 1976
Harbor Wealth Advisors January 2013 - Present
Wells Fargo Private Bank August 2010 - 2012
Morgan Stanley Smith Barney September 2007 - August 2010
Merrill Lynch 2005 - 2007
SunTrust Bank 1988 - 2005
Skills
Certified Financial..., Wealth Management, High Net Worth..., Investment Management, Trust Services, Estate Planning, Commercial Banking, Banking, Series 7, Series 63, Investment Advisory, Commercial Lending, Retirement Planning, Strategic Financial..., Investments, Financial Services, Loans, Wealth Management..., Finance, Wealth
Education
University of Georgia - Terry College of Business 1976 — 1980
BBA, Risk Management and Insurance
Westminster Schools 1963 — 1976
Dan Johnson, CFP®'s Merrill Lynch Experience December 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2010 - Present
T. Rowe Price July 2007 - August 2009
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Retirement, Fixed Income, Equities, Finance, Insurance, Financial Services, Series 7, ETFs, 401k Rollovers, Asset Allocation, Estate Planning
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Business, Finance
Centerville High School
Merrill Lynch December 2010 - Present
T. Rowe Price July 2007 - August 2009
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Retirement, Fixed Income, Equities, Finance, Insurance, Financial Services, Series 7, ETFs, 401k Rollovers, Asset Allocation, Estate Planning
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
Business, Finance
Centerville High School
Ryne Raymond's Merrill Lynch Experience May 2005 - July 2005
Job Senior Workplace Strategy Associate at CBRE
Industry Real Estate
Experience
Georgia Institute of Technology August 2011 - May 2013
Atlanta BeltLine Partnership September 2012 - December 2012
Synovus June 2009 - July 2011
ClickHype January 2002 - October 2007
Merrill Lynch May 2005 - July 2005
Skills
Online Advertising, Advertising, Project Management, Market Research, Microsoft Excel, Strategic Planning, Analytics, Microsoft Office, Business Strategy, Marketing Strategy, Leadership, PowerPoint, Competitive Analysis, Public Speaking, Strategy, Real Estate, Alternative Workplace..., Analysis, Data Analysis
Education
Georgia Institute of Technology - Georgia Tech College of Management 2011 — 2013
MBA
University of Georgia - Terry College of Business 2003 — 2007
BBA
Georgia Institute of Technology August 2011 - May 2013
Atlanta BeltLine Partnership September 2012 - December 2012
Synovus June 2009 - July 2011
ClickHype January 2002 - October 2007
Merrill Lynch May 2005 - July 2005
Skills
Online Advertising, Advertising, Project Management, Market Research, Microsoft Excel, Strategic Planning, Analytics, Microsoft Office, Business Strategy, Marketing Strategy, Leadership, PowerPoint, Competitive Analysis, Public Speaking, Strategy, Real Estate, Alternative Workplace..., Analysis, Data Analysis
Education
Georgia Institute of Technology - Georgia Tech College of Management 2011 — 2013
MBA
University of Georgia - Terry College of Business 2003 — 2007
BBA
Joseph R. Montgomery IV's Merrill Lynch Experience November 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Comcast Business Services January 2013 - November 2014
Captital City Mortgage Corporation May 2011 - August 2011
Skills
Fundraising, Time Management, Finance, Accounts Payable, Customer Service, Auditing, Microsoft Excel, Financial Analysis, Financial Modeling, Marketing
Education
University of Georgia - Terry College of Business 2008 — 2012
Finance
Merrill Lynch November 2014 - Present
Comcast Business Services January 2013 - November 2014
Captital City Mortgage Corporation May 2011 - August 2011
Skills
Fundraising, Time Management, Finance, Accounts Payable, Customer Service, Auditing, Microsoft Excel, Financial Analysis, Financial Modeling, Marketing
Education
University of Georgia - Terry College of Business 2008 — 2012
Finance
Trip Bristow's Merrill Lynch Experience May 2003 - March 2009
Job Senior Director, Origination
Industry Renewables & Environment
Experience
NextEra Energy Resources April 2009 - Present
Merrill Lynch May 2003 - March 2009
Merrill Lynch May 1997 - September 2000
Skills
Commodity Markets, Financial Structuring, Financial Modeling
Education
University of Florida - Warrington College Of Business 1993 — 1997
BSBA, Finance
NextEra Energy Resources April 2009 - Present
Merrill Lynch May 2003 - March 2009
Merrill Lynch May 1997 - September 2000
Skills
Commodity Markets, Financial Structuring, Financial Modeling
Education
University of Florida - Warrington College Of Business 1993 — 1997
BSBA, Finance
Romi Chadwick's Merrill Lynch Experience January 2014 - December 2014
Job Legal Services Professional
Industry Legal Services
Experience
Merrill Lynch January 2014 - December 2014
Dr. John C. Binkley, DDS August 2013 - December 2014
Sharon Ware May 1992 - October 1996
Skills
Litigation, Legal Research, Legal Writing, Corporate Law, Microsoft Office, Civil Litigation, Commercial Litigation, Intellectual Property, Legal Assistance, Microsoft Excel, Research, Customer Service, Legal Advice, Microsoft Word, Courts, Legal Documents
Education
University of Georgia - Terry College of Business 1983 — 1986
BBA, Real Estate
Sweet Briar College 1981 — 1983
Merrill Lynch January 2014 - December 2014
Dr. John C. Binkley, DDS August 2013 - December 2014
Sharon Ware May 1992 - October 1996
Skills
Litigation, Legal Research, Legal Writing, Corporate Law, Microsoft Office, Civil Litigation, Commercial Litigation, Intellectual Property, Legal Assistance, Microsoft Excel, Research, Customer Service, Legal Advice, Microsoft Word, Courts, Legal Documents
Education
University of Georgia - Terry College of Business 1983 — 1986
BBA, Real Estate
Sweet Briar College 1981 — 1983
Greer Brown's Merrill Lynch Experience 2009 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
SunTrust Investment Services 2002 - 2009
Skills
Personal Financial..., Investment Management
Education
University of Georgia - Terry College of Business 1998 — 2000
Master of Business Administration (MBA), Economics
Sewanee-The University of the South 1993 — 1997
Bachelor's degree, Economics
Merrill Lynch 2009 - Present
SunTrust Investment Services 2002 - 2009
Skills
Personal Financial..., Investment Management
Education
University of Georgia - Terry College of Business 1998 — 2000
Master of Business Administration (MBA), Economics
Sewanee-The University of the South 1993 — 1997
Bachelor's degree, Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank