Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Chip Altman Chip Altman's Merrill Lynch Experience 1987 - 1995
Job Agent at American Family Insurance
Industry Internet
Experience
American Family Insurance September 2014 - Present
EFA III Enterprises 1996 - Present
KSA Solutions January 2009 - August 2014
Profiles International 2009 - 2011
Merrill Lynch 1987 - 1995
Skills
Business Development, Coaching, Social Media, Strategy, Team Building, Sales, Start-ups, Advertising, Customer Service, Human Resources, Leadership, Leadership Development, Small Business, Marketing Strategy, Entrepreneurship, New Business Development, Lead Generation, Business Strategy, Organizational..., Marketing, Marketing Communications, Online Marketing, Sales Process, Management Consulting, Business Planning, Public Speaking, Executive Coaching, Training, Strategic Planning, Account Management, Sales Management, Social Media Marketing, Event Planning, SEO, Social Networking, Management, Strategic Partnerships, Time Management
Education
University of Hawaii at Manoa 1980 — 1983
American Family Insurance September 2014 - Present
EFA III Enterprises 1996 - Present
KSA Solutions January 2009 - August 2014
Profiles International 2009 - 2011
Merrill Lynch 1987 - 1995
Skills
Business Development, Coaching, Social Media, Strategy, Team Building, Sales, Start-ups, Advertising, Customer Service, Human Resources, Leadership, Leadership Development, Small Business, Marketing Strategy, Entrepreneurship, New Business Development, Lead Generation, Business Strategy, Organizational..., Marketing, Marketing Communications, Online Marketing, Sales Process, Management Consulting, Business Planning, Public Speaking, Executive Coaching, Training, Strategic Planning, Account Management, Sales Management, Social Media Marketing, Event Planning, SEO, Social Networking, Management, Strategic Partnerships, Time Management
Education
University of Hawaii at Manoa 1980 — 1983
Elizabeth Lott Elizabeth Lott's Merrill Lynch Experience January 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2009 - Present
Zumba Fitness LLC 2012 - Present
Mary Kay Inc. 2012 - Present
Tastefully Simple 2010 - Present
lia sophia 2010 - September 2014
New England Dance and Gymnastics Center September 2001 - September 2010
Smith Barney 2002 - 2009
JCC September 2003 - June 2006
Skills
Customer Service, Event Planning, Marketing, Food, Series 7, Event Management, Operations Management, Marketing Communications, Parties, Team Coordination, Management, Program Development, Problem Solving, Sales, Leadership, Organizational..., Teaching, Public Speaking, PowerPoint, Investments, Microsoft Office, Social Media, Microsoft Word, Coaching, Team Building, Microsoft Excel, Social Media Marketing, Process Improvement
Education
East Granby High School
University of Hartford
Merrill Lynch January 2009 - Present
Zumba Fitness LLC 2012 - Present
Mary Kay Inc. 2012 - Present
Tastefully Simple 2010 - Present
lia sophia 2010 - September 2014
New England Dance and Gymnastics Center September 2001 - September 2010
Smith Barney 2002 - 2009
JCC September 2003 - June 2006
Skills
Customer Service, Event Planning, Marketing, Food, Series 7, Event Management, Operations Management, Marketing Communications, Parties, Team Coordination, Management, Program Development, Problem Solving, Sales, Leadership, Organizational..., Teaching, Public Speaking, PowerPoint, Investments, Microsoft Office, Social Media, Microsoft Word, Coaching, Team Building, Microsoft Excel, Social Media Marketing, Process Improvement
Education
East Granby High School
University of Hartford
Jezael Marquez Jezael Marquez's Merrill Lynch Experience July 2010 - August 2010
Job Student Sales Representative
Industry Insurance
Experience
Charlies Precision Machine February 2015 - Present
State Farm May 2014 - August 2014
KIPP Houston Public Schools September 2013 - May 2014
University of Houston 2012 - 2012
Merrill Lynch July 2010 - August 2010
Hines June 2009 - July 2009
Reliant Energy June 2008 - June 2008
Skills
PowerPoint, Building Relationships, Community Outreach, Public Speaking, Recruiting, Spanish, Leadership Development, Event Planning, Microsoft Word, Leadership, Staff Development, Employee Relations
Education
University of Houston 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Charlies Precision Machine February 2015 - Present
State Farm May 2014 - August 2014
KIPP Houston Public Schools September 2013 - May 2014
University of Houston 2012 - 2012
Merrill Lynch July 2010 - August 2010
Hines June 2009 - July 2009
Reliant Energy June 2008 - June 2008
Skills
PowerPoint, Building Relationships, Community Outreach, Public Speaking, Recruiting, Spanish, Leadership Development, Event Planning, Microsoft Word, Leadership, Staff Development, Employee Relations
Education
University of Houston 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Garret Cohen's Merrill Lynch Experience August 2010 - December 2010
Job SEC/SOX Analyst at Arrow Electronics
Industry Oil & Energy
Experience
Arrow Electronics August 2015 - Present
Kinder Morgan December 2012 - August 2015
BNY Mellon September 2012 - November 2012
Trican Well Service Ltd. March 2012 - June 2012
Merrill Lynch August 2010 - December 2010
Bubbles Car Wash October 2008 - March 2009
Wish Bakery December 2005 - August 2007
Philly Connection August 2004 - November 2005
Skills
Financial Analysis, Financial Reporting, Cash Flow, Accounting, General Ledger, Finance, Risk Management, Investment Strategies, Microsoft Office, Microsoft Excel, Investment Advisory, Game Theory, XBRL, Equity Research, Equity Valuation, Equity Trading, Commodity Risk..., Business Analysis, Competitive Analysis, Trading Strategies, Microsoft Dynamics, Word, Excel, PowerPoint, Customer Service, Data Entry, Problem Solving, Teamwork, Mentoring, OnBase, Hedging, SketchUp, Pivot Tables, Equities, Private Equity, Webfilings, Analysis, Financial Modeling, Energy, SmartOffice, Lawson General Ledger, FERC, CERCLA, RCRA
Education
University of Houston
Bachelor of Business Administration, Accounting, Finance
University of Sydney
Arrow Electronics August 2015 - Present
Kinder Morgan December 2012 - August 2015
BNY Mellon September 2012 - November 2012
Trican Well Service Ltd. March 2012 - June 2012
Merrill Lynch August 2010 - December 2010
Bubbles Car Wash October 2008 - March 2009
Wish Bakery December 2005 - August 2007
Philly Connection August 2004 - November 2005
Skills
Financial Analysis, Financial Reporting, Cash Flow, Accounting, General Ledger, Finance, Risk Management, Investment Strategies, Microsoft Office, Microsoft Excel, Investment Advisory, Game Theory, XBRL, Equity Research, Equity Valuation, Equity Trading, Commodity Risk..., Business Analysis, Competitive Analysis, Trading Strategies, Microsoft Dynamics, Word, Excel, PowerPoint, Customer Service, Data Entry, Problem Solving, Teamwork, Mentoring, OnBase, Hedging, SketchUp, Pivot Tables, Equities, Private Equity, Webfilings, Analysis, Financial Modeling, Energy, SmartOffice, Lawson General Ledger, FERC, CERCLA, RCRA
Education
University of Houston
Bachelor of Business Administration, Accounting, Finance
University of Sydney
Mack Kraycirik Mack Kraycirik's Merrill Lynch Experience November 2006 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Mutual Funds, Investments, Portfolio Management, Securities, Asset Managment, Financial Modeling, Capital Markets, Financial Analysis, Uniform Combined State..., Investment Advisory, 401k Rollovers, Saving for Education, Series 3, Series 66, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Salesforce.com, PowerPoint, Microsoft Office, Commodity Markets, Risk Management, Marketing, Marketing Strategy, Analysis, Business Strategy, Business Analysis, Commodity, Investment Strategies, Forecasting, Market Research, Data Research, Due Diligence, Sales Management
Education
University of Houston 2002 — 2006
Business, Marketing
Merrill Lynch November 2006 - Present
Skills
Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Mutual Funds, Investments, Portfolio Management, Securities, Asset Managment, Financial Modeling, Capital Markets, Financial Analysis, Uniform Combined State..., Investment Advisory, 401k Rollovers, Saving for Education, Series 3, Series 66, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Salesforce.com, PowerPoint, Microsoft Office, Commodity Markets, Risk Management, Marketing, Marketing Strategy, Analysis, Business Strategy, Business Analysis, Commodity, Investment Strategies, Forecasting, Market Research, Data Research, Due Diligence, Sales Management
Education
University of Houston 2002 — 2006
Business, Marketing
Joseph Canlas's Merrill Lynch Experience August 2006 - March 2008
Job If you're early, you're on time. If you're on time, you're late.
Industry Oil & Energy
Experience
Baker Hughes August 2013 - Present
TETRA Technologies November 2011 - September 2012
National Oilwell Varco August 2010 - October 2011
National Oilwell Varco March 2010 - August 2010
National Oilwell Varco October 2008 - March 2010
JPMorgan Chase March 2008 - September 2008
Merrill Lynch August 2006 - March 2008
Skills
Human Resources, Finance, Strategic Sourcing, Procurement, Inventory Management, Manufacturing, MRP, Mergers & Acquisitions, Sales, Supply Chain, Materials Management, Pricing, Customer Satisfaction, Forecasting, Process Improvement, Sourcing, Contract Negotiation, SAP, Logistics, Project Management, Microsoft Excel, JD Edwards, Energy, Materials, Operations Management, Offshore Drilling, Gas, Shipping, Accounting, Management, Analysis, Contract Management, Upstream, Leadership, Microsoft Office, Petroleum, Supply Management, Purchasing, Negotiation, Marketing Strategy, Project Planning, Natural Gas, Energy Industry, Strategic Planning, Oil/Gas, Supply Chain Management, Six Sigma, Oil & Gas Industry
Education
University of Houston 2004 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing
Baker Hughes August 2013 - Present
TETRA Technologies November 2011 - September 2012
National Oilwell Varco August 2010 - October 2011
National Oilwell Varco March 2010 - August 2010
National Oilwell Varco October 2008 - March 2010
JPMorgan Chase March 2008 - September 2008
Merrill Lynch August 2006 - March 2008
Skills
Human Resources, Finance, Strategic Sourcing, Procurement, Inventory Management, Manufacturing, MRP, Mergers & Acquisitions, Sales, Supply Chain, Materials Management, Pricing, Customer Satisfaction, Forecasting, Process Improvement, Sourcing, Contract Negotiation, SAP, Logistics, Project Management, Microsoft Excel, JD Edwards, Energy, Materials, Operations Management, Offshore Drilling, Gas, Shipping, Accounting, Management, Analysis, Contract Management, Upstream, Leadership, Microsoft Office, Petroleum, Supply Management, Purchasing, Negotiation, Marketing Strategy, Project Planning, Natural Gas, Energy Industry, Strategic Planning, Oil/Gas, Supply Chain Management, Six Sigma, Oil & Gas Industry
Education
University of Houston 2004 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing
David Luchak David Luchak's Merrill Lynch Experience January 2000 - December 2001
Job Program Manager at HP
Industry Information Technology and Services
Experience
Hewlett-Packard June 2013 - Present
D&D Services January 2002 - January 2007
Merrill Lynch January 2000 - December 2001
Skills
Project Management, Cross-functional Team..., Business Development, Operations Management, Strategic Planning, Capital Budgeting, Entrepreneurial Finance, Financial Projection, Process Optimization, Technical Writing
Education
University of Houston 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Global energy Management
Hewlett-Packard June 2013 - Present
D&D Services January 2002 - January 2007
Merrill Lynch January 2000 - December 2001
Skills
Project Management, Cross-functional Team..., Business Development, Operations Management, Strategic Planning, Capital Budgeting, Entrepreneurial Finance, Financial Projection, Process Optimization, Technical Writing
Education
University of Houston 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Global energy Management
Leah Smothers Leah Smothers's Merrill Lynch Experience August 2009 - December 2009
Job Accountant at AmSpec LLC
Industry Oil & Energy
Experience
AmSpec LLC May 2014 - Present
United States Federal Courts, Southern District of Texas July 2011 - January 2013
Gruber Friedman Restaurant Group January 2008 - July 2010
Merrill Lynch August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Operating Budgets, Accounts Payable, Accounts Receivable, Public Administration, Peachtree, Government Procurement, Banking, Payroll, Supervisory Skills, Office Administration, Access, Natural Gas, Inspection
Education
University of Houston-Clear Lake 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Houston 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Jersey Village High School 2001 — 2005
High School Diploma
AmSpec LLC May 2014 - Present
United States Federal Courts, Southern District of Texas July 2011 - January 2013
Gruber Friedman Restaurant Group January 2008 - July 2010
Merrill Lynch August 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Operating Budgets, Accounts Payable, Accounts Receivable, Public Administration, Peachtree, Government Procurement, Banking, Payroll, Supervisory Skills, Office Administration, Access, Natural Gas, Inspection
Education
University of Houston-Clear Lake 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Houston 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Jersey Village High School 2001 — 2005
High School Diploma
Karissa Snow Karissa Snow's Merrill Lynch Experience January 2013 - May 2013
Job Personal Lines Underwriter at Liberty Mutual Insurance
Industry Insurance
Experience
Safeco Insurance July 2014 - Present
Maui Jim January 2014 - June 2014
Merrill Lynch January 2013 - May 2013
Enterprise Rent-A-Car 2013 - 2013
Ameriprise Financial February 2012 - November 2012
Skills
Financial Modeling, Friendly Personality, Equity Research, Inventory Management, Strategic Communications, Marketing Communications, Leadership, Event Planning, Bloomberg, Community Engagement, Operations Management, Analysis, Data Analysis, Bloomberg Terminal, Financial Analysis
Education
University of Hawaii at Manoa 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Graduating Senior
kentridge
Safeco Insurance July 2014 - Present
Maui Jim January 2014 - June 2014
Merrill Lynch January 2013 - May 2013
Enterprise Rent-A-Car 2013 - 2013
Ameriprise Financial February 2012 - November 2012
Skills
Financial Modeling, Friendly Personality, Equity Research, Inventory Management, Strategic Communications, Marketing Communications, Leadership, Event Planning, Bloomberg, Community Engagement, Operations Management, Analysis, Data Analysis, Bloomberg Terminal, Financial Analysis
Education
University of Hawaii at Manoa 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Graduating Senior
kentridge
Douglas Mance, CFP®, AWM Douglas Mance, CFP®, AWM's Merrill Lynch Experience July 1981 - July 2009
Job First Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2009 - Present
Mount Lemmon Water District January 2011 - Present
Mt Lemmon Fire District January 2013 - Present
Pima Association of Governments January 2007 - Present
The Invisible Threatre January 1987 - Present
Epilepsy Foundation of Arizona January 2002 - December 2011
Tucson Medical Center January 2004 - December 2010
Merrill Lynch July 1981 - July 2009
KVOA-TV January 1992 - January 2002
Green Fields Country Day School 1979 - 1981
Education
University of Hartford 1972 — 1976
Bachelor's Degree, Biology, Dean's List
Horace Greeley High School 1968 — 1971
High School Diploma, High School Diploma, Honors
RBC Wealth Management July 2009 - Present
Mount Lemmon Water District January 2011 - Present
Mt Lemmon Fire District January 2013 - Present
Pima Association of Governments January 2007 - Present
The Invisible Threatre January 1987 - Present
Epilepsy Foundation of Arizona January 2002 - December 2011
Tucson Medical Center January 2004 - December 2010
Merrill Lynch July 1981 - July 2009
KVOA-TV January 1992 - January 2002
Green Fields Country Day School 1979 - 1981
Education
University of Hartford 1972 — 1976
Bachelor's Degree, Biology, Dean's List
Horace Greeley High School 1968 — 1971
High School Diploma, High School Diploma, Honors
Keith Chasen Keith Chasen's Merrill Lynch Experience 2013 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
SFA Investments January 2012 - January 2013
TFS Securities, Inc. 2008 - 2011
Merrill Lynch October 2005 - April 2008
Prudential Retirement March 2000 - June 2005
Skills
Series 7, Series 24, Series 66, Series 99, Compliance Principal, Compliance Officer, Operations Principal, Chief Operations Officer, Financial Services, Mutual Funds, FINRA, Uniform Combined State...
Education
Western New England College 1997 — 1999
Bachelor of Science (BSc)
University of Hartford 1995 — 1997
Merrill Lynch 2013 - Present
SFA Investments January 2012 - January 2013
TFS Securities, Inc. 2008 - 2011
Merrill Lynch October 2005 - April 2008
Prudential Retirement March 2000 - June 2005
Skills
Series 7, Series 24, Series 66, Series 99, Compliance Principal, Compliance Officer, Operations Principal, Chief Operations Officer, Financial Services, Mutual Funds, FINRA, Uniform Combined State...
Education
Western New England College 1997 — 1999
Bachelor of Science (BSc)
University of Hartford 1995 — 1997
Justin Concepcion Justin Concepcion's Merrill Lynch Experience August 2007 - December 2007
Job Communications Manager at Harris County Tax Office
Industry Public Relations and Communications
Experience
Office of Mike Sullivan, Tax Assessor-Collector September 2013 - Present
Bering Omega Young Professionals Board January 2013 - 2014
City of Houston January 2010 - August 2013
Public Relations Foundation of Houston January 2010 - December 2012
Annise Parker for Houston April 2009 - December 2009
Toby Stark Public Relations, LLC May 2008 - October 2008
Merrill Lynch August 2007 - December 2007
Skills
Strategic Communications, Media Relations, Social Media, Public Relations, Marketing Communications, Community Outreach, Press Releases, Facebook, Editing, Internal Communications, Social Networking, Corporate Communications, Speech Writing, Crisis Communications, Non-profits, Research, Writing, Event Planning, Management, Marketing, Interviews, Community Development, Nonprofits, International Relations
Education
University of Houston 2001 — 2007
Bachelor of Arts, Communication- concentration in Public Relations
Office of Mike Sullivan, Tax Assessor-Collector September 2013 - Present
Bering Omega Young Professionals Board January 2013 - 2014
City of Houston January 2010 - August 2013
Public Relations Foundation of Houston January 2010 - December 2012
Annise Parker for Houston April 2009 - December 2009
Toby Stark Public Relations, LLC May 2008 - October 2008
Merrill Lynch August 2007 - December 2007
Skills
Strategic Communications, Media Relations, Social Media, Public Relations, Marketing Communications, Community Outreach, Press Releases, Facebook, Editing, Internal Communications, Social Networking, Corporate Communications, Speech Writing, Crisis Communications, Non-profits, Research, Writing, Event Planning, Management, Marketing, Interviews, Community Development, Nonprofits, International Relations
Education
University of Houston 2001 — 2007
Bachelor of Arts, Communication- concentration in Public Relations
Catreal St. Luce Catreal St. Luce's Merrill Lynch Experience 2009 - 2009
Job Financial Analyst IV at Baker Hughes
Industry Oil & Energy
Experience
Baker Hughes 2012 - Present
MCFA 2010 - 2012
MBM Advisors 2009 - 2010
Merrill Lynch 2009 - 2009
Washington Mutual 2006 - 2008
Skills
Financial Modeling, Financial Forecasting, Cash Flow Management, Financial Reporting, Account Reconciliation, Budgets, Financial Statements, Financial Analysis, SAP, Hyperion HFM, Essbase, Smartview
Education
University of Houston 2011 — 2013
MBA, Accounting and Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelors, Finance
Baker Hughes 2012 - Present
MCFA 2010 - 2012
MBM Advisors 2009 - 2010
Merrill Lynch 2009 - 2009
Washington Mutual 2006 - 2008
Skills
Financial Modeling, Financial Forecasting, Cash Flow Management, Financial Reporting, Account Reconciliation, Budgets, Financial Statements, Financial Analysis, SAP, Hyperion HFM, Essbase, Smartview
Education
University of Houston 2011 — 2013
MBA, Accounting and Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelors, Finance
Reyne Harris's Merrill Lynch Experience February 2014 - Present
Job Associate Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch November 2012 - February 2014
Merrill Lynch October 2011 - November 2012
Merrill Lynch July 2008 - October 2011
Merrill Lynch January 2005 - July 2008
Merrill Lynch January 2002 - January 2005
Nordyke & Associates/Client Advocates Inc. August 1993 - June 1999
Skills
Series 7, Financial Services, Risk Management, Microsoft Excel, Microsoft Office, Financial Markets, PowerPoint, Strategy, Relationship Management, Leadership, Microsoft Word, Customer Service, AML, Wealth, FINRA, Process Improvement, Business Strategy, Business Planning, Equities, Portfolio Management, Investments
Education
University of Hawaii - College of Business Administration 1989 — 1994
Business Administration
Merrill Lynch February 2014 - Present
Merrill Lynch November 2012 - February 2014
Merrill Lynch October 2011 - November 2012
Merrill Lynch July 2008 - October 2011
Merrill Lynch January 2005 - July 2008
Merrill Lynch January 2002 - January 2005
Nordyke & Associates/Client Advocates Inc. August 1993 - June 1999
Skills
Series 7, Financial Services, Risk Management, Microsoft Excel, Microsoft Office, Financial Markets, PowerPoint, Strategy, Relationship Management, Leadership, Microsoft Word, Customer Service, AML, Wealth, FINRA, Process Improvement, Business Strategy, Business Planning, Equities, Portfolio Management, Investments
Education
University of Hawaii - College of Business Administration 1989 — 1994
Business Administration
Andrea Griffin Andrea Griffin's Merrill Lynch Experience January 2011 - May 2011
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Halliburton September 2014 - Present
Bank of the Ozarks September 2013 - September 2014
Ardoin Engineering 2012 - 2013
Moore School of Music Financial Office 2008 - 2012
Merrill Lynch January 2011 - May 2011
Skills
Petroleum, Microsoft Office, Engineering, Energy, Gas, Oil/Gas, Microsoft Excel, Project Planning, Strategic Planning, Customer Service, Negotiation, Microsoft Word
Education
University of Houston 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Halliburton September 2014 - Present
Bank of the Ozarks September 2013 - September 2014
Ardoin Engineering 2012 - 2013
Moore School of Music Financial Office 2008 - 2012
Merrill Lynch January 2011 - May 2011
Skills
Petroleum, Microsoft Office, Engineering, Energy, Gas, Oil/Gas, Microsoft Excel, Project Planning, Strategic Planning, Customer Service, Negotiation, Microsoft Word
Education
University of Houston 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Harrison Porter's Merrill Lynch Experience August 2015 - Present
Job Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
STEELE Fitness November 2014 - August 2015
Wisdom Executives, Inc. July 2014 - October 2014
GNC August 2013 - March 2014
Prestige Pools May 2011 - August 2011
North Oaks West Recreation June 2009 - August 2010
Skills
Fundraising
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Kinesiology and Exercise Science
University of Hawaii at Manoa 2012 — 2012
Bachelor of Science (B.S.), Kinesiology and Exercise Science (Exchange)
Merrill Lynch August 2015 - Present
STEELE Fitness November 2014 - August 2015
Wisdom Executives, Inc. July 2014 - October 2014
GNC August 2013 - March 2014
Prestige Pools May 2011 - August 2011
North Oaks West Recreation June 2009 - August 2010
Skills
Fundraising
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Kinesiology and Exercise Science
University of Hawaii at Manoa 2012 — 2012
Bachelor of Science (B.S.), Kinesiology and Exercise Science (Exchange)
Bradley Eanes Bradley Eanes's Merrill Lynch Experience May 2011 - August 2011
Job Department Business Administrator
Industry Higher Education
Experience
University of Houston August 2011 - Present
Pappas Restaurants, Inc. April 2006 - January 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Outlook, Access, Data Analysis, Accounting, QuickBooks, Event Planning, Public Speaking, Teamwork, Human Resources, Higher Education, Critical Thinking, Spreadsheets, Office Administration, Sales
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA)
University of Houston 2009 — 2012
Bachelor of Business Administration (BBA), Finance and Marketing
University of Houston August 2011 - Present
Pappas Restaurants, Inc. April 2006 - January 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Outlook, Access, Data Analysis, Accounting, QuickBooks, Event Planning, Public Speaking, Teamwork, Human Resources, Higher Education, Critical Thinking, Spreadsheets, Office Administration, Sales
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA)
University of Houston 2009 — 2012
Bachelor of Business Administration (BBA), Finance and Marketing
Faisal Afzaal Faisal Afzaal's Merrill Lynch Experience August 2008 - December 2009
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase, N.A. April 2012 - Present
JP Morgan Chase December 2009 - April 2012
Merrill Lynch August 2008 - December 2009
JP Morgan Chase August 2006 - August 2008
Prudential Financial December 1999 - March 2004
Skills
Portfolio Management, Investments, Mutual Funds, Asset Managment, Series 7, Derivatives, Wealth Management, Financial Analysis, Equities, Series 63, Strategic Financial..., Financial Modeling, Asset Allocation, Capital Markets, Finance, Hedge Funds, Investment Advisory, Mergers & Acquisitions, Valuation, Asset Management
Education
University of Houston 1991 — 1996
BBA, Marketing, Psychology
JP Morgan Chase, N.A. April 2012 - Present
JP Morgan Chase December 2009 - April 2012
Merrill Lynch August 2008 - December 2009
JP Morgan Chase August 2006 - August 2008
Prudential Financial December 1999 - March 2004
Skills
Portfolio Management, Investments, Mutual Funds, Asset Managment, Series 7, Derivatives, Wealth Management, Financial Analysis, Equities, Series 63, Strategic Financial..., Financial Modeling, Asset Allocation, Capital Markets, Finance, Hedge Funds, Investment Advisory, Mergers & Acquisitions, Valuation, Asset Management
Education
University of Houston 1991 — 1996
BBA, Marketing, Psychology
Kenneth Cikanovich Kenneth Cikanovich's Merrill Lynch Experience September 2013 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Merrill Lynch June 2012 - Present
Merrill Lynch May 2010 - May 2012
Merrill Lynch October 2005 - April 2010
Perdue Farms June 2004 - August 2004
Perdue Incorporated June 2004 - August 2004
Skills
Microsoft Money, Quicken, Call Center, Customer Service, Finance, Accounting, Accruals, Training, Banking, Mandarin, Research, Spanish, Series 7, Financial Services, series 66, Microsoft Excel, PowerPoint, Uniform Combined State..., Outlook, Investments, Call Centers, Asset Management, Relationship Management, Securities, Wealth Management...
Education
University of Hartford 2001 — 2005
Bachelor of Science, Business Administration; Management Information Systems
Merrill Lynch September 2013 - Present
Merrill Lynch June 2012 - Present
Merrill Lynch May 2010 - May 2012
Merrill Lynch October 2005 - April 2010
Perdue Farms June 2004 - August 2004
Perdue Incorporated June 2004 - August 2004
Skills
Microsoft Money, Quicken, Call Center, Customer Service, Finance, Accounting, Accruals, Training, Banking, Mandarin, Research, Spanish, Series 7, Financial Services, series 66, Microsoft Excel, PowerPoint, Uniform Combined State..., Outlook, Investments, Call Centers, Asset Management, Relationship Management, Securities, Wealth Management...
Education
University of Hartford 2001 — 2005
Bachelor of Science, Business Administration; Management Information Systems
Hal Finberg's Merrill Lynch Experience OwnerDJ&A Vending ServicesJanuary 1990 - January 1999
Job First Vice President Investments; Sales Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch OwnerDJ&A Vending ServicesJanuary 1990 - January 1999
Skills
Wealth Management, Investment Advisory, Investments, Bonds, Management, Strategic Planning, Retirement Planning, Banking, Financial Advisory, Securities, Options, Small Business, Mergers & Acquisitions, Retirement, Finance, Series 7, Mutual Funds, Strategic Financial..., Portfolio Management, Asset Allocation, Alternative Investments, Asset Management, Equities, 401k, Financial Services, Investment Strategies, Wealth Management..., Insurance, Trading, Series 65, Relationship Management, ETFs, Personal Financial...
Education
University of Houston 1983 — 1990
Accounting/Business
HSHP
HSHP
Merrill Lynch OwnerDJ&A Vending ServicesJanuary 1990 - January 1999
Skills
Wealth Management, Investment Advisory, Investments, Bonds, Management, Strategic Planning, Retirement Planning, Banking, Financial Advisory, Securities, Options, Small Business, Mergers & Acquisitions, Retirement, Finance, Series 7, Mutual Funds, Strategic Financial..., Portfolio Management, Asset Allocation, Alternative Investments, Asset Management, Equities, 401k, Financial Services, Investment Strategies, Wealth Management..., Insurance, Trading, Series 65, Relationship Management, ETFs, Personal Financial...
Education
University of Houston 1983 — 1990
Accounting/Business
HSHP
HSHP
Hussain Ali, DSCE, DSDE, ISF-C, OCP, CCNA Hussain Ali, DSCE, DSDE, ISF-C, OCP, CCNA's Merrill Lynch Experience 2004 - 2004
Job Principal at Houston Dynamic Displays
Industry Marketing and Advertising
Experience
Houston Dynamic Displays April 2013 - Present
National Signs, LLC March 2012 - April 2013
National Signs Ltd. August 2005 - April 2012
University of Houston 2004 - 2005
City of Houston June 2003 - January 2004
Merrill Lynch 2004 - 2004
University of New Orleans August 2001 - August 2002
SofTrack Limited July 2000 - December 2000
Caltex Oils Limited 1999 - 1999
Skills
Executive Management, Networking, Project Management, Business Development, Digital Signage, Mobile Marketing, Technology Planning, Architectural Lighting, Outdoor Advertising, Digital Marketing, Data Center, Strategic Partnerships, Integration, Disaster Recovery, Troubleshooting, Linux, Product Management, Firewalls, Visio, Management, Hardware, Cloud Computing, Windows, Infrastructure, IT Management, System Administration, Switches, ERP, Databases, Information Technology, Analysis, SaaS, Consulting, Help Desk Support, Information Security, IT Strategy, Microsoft Exchange, Security, IT Operations, Mobile Devices
Education
University of Houston 2001 — 2005
Bachelors of Science, Information Systems
DHA Degree Collage 1997 — 1999
FSC, Computer Science
St.Patricks High School 1994 — 1997
HSC, Computer Science
Houston Dynamic Displays April 2013 - Present
National Signs, LLC March 2012 - April 2013
National Signs Ltd. August 2005 - April 2012
University of Houston 2004 - 2005
City of Houston June 2003 - January 2004
Merrill Lynch 2004 - 2004
University of New Orleans August 2001 - August 2002
SofTrack Limited July 2000 - December 2000
Caltex Oils Limited 1999 - 1999
Skills
Executive Management, Networking, Project Management, Business Development, Digital Signage, Mobile Marketing, Technology Planning, Architectural Lighting, Outdoor Advertising, Digital Marketing, Data Center, Strategic Partnerships, Integration, Disaster Recovery, Troubleshooting, Linux, Product Management, Firewalls, Visio, Management, Hardware, Cloud Computing, Windows, Infrastructure, IT Management, System Administration, Switches, ERP, Databases, Information Technology, Analysis, SaaS, Consulting, Help Desk Support, Information Security, IT Strategy, Microsoft Exchange, Security, IT Operations, Mobile Devices
Education
University of Houston 2001 — 2005
Bachelors of Science, Information Systems
DHA Degree Collage 1997 — 1999
FSC, Computer Science
St.Patricks High School 1994 — 1997
HSC, Computer Science
Sloan Luckie Sloan Luckie's Merrill Lynch Experience February 1997 - January 2009
Job Wealth Management Advisor at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Cowen and Company April 2010 - April 2012
Merrill Lynch February 1997 - January 2009
Smith Barney September 1995 - February 1997
Space Systems Loral June 1991 - August 1993
KPMG August 1988 - June 1991
Skills
Investments, Equity Research, Business Planning, Financial Analysis, Financial Modeling, Product Marketing, Business Process..., Marketing Strategy, New Business Development, Marketing Communications, Marketing Research, Manage Client..., Product Development, Published Author, Writing, Wealth Management, High Net Worth..., Financial Advisory
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Hartford 1983 — 1988
BSBA, Accounting/Business Management
Morgan Stanley October 2014 - Present
Cowen and Company April 2010 - April 2012
Merrill Lynch February 1997 - January 2009
Smith Barney September 1995 - February 1997
Space Systems Loral June 1991 - August 1993
KPMG August 1988 - June 1991
Skills
Investments, Equity Research, Business Planning, Financial Analysis, Financial Modeling, Product Marketing, Business Process..., Marketing Strategy, New Business Development, Marketing Communications, Marketing Research, Manage Client..., Product Development, Published Author, Writing, Wealth Management, High Net Worth..., Financial Advisory
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Hartford 1983 — 1988
BSBA, Accounting/Business Management
Marcus Celes Marcus Celes's Merrill Lynch Experience July 2009 - November 2010
Job Senior Financial Analyst at Visa
Industry Financial Services
Experience
Visa April 2013 - Present
Bank of America November 2010 - April 2013
Merrill Lynch July 2009 - November 2010
UBS Wealth Management December 2008 - June 2009
Dynamic Sounds 2000 - 2008
Skills
PMP, Business Process..., Microsoft Excel, Microsoft SQL Server, Quantitative Modeling, Certified Project..., Financial Modeling, Risk Management, Analysis, Financial Analysis, Leadership, Business Analysis, New Business Development, Finance, Process Improvement, Banking, Investments, Portfolio Management, Vendor Management, Project Management, Data Analysis, Management, Visio, SDLC, Business Intelligence, Program Management, Analytics, Strategy, Change Management, Cross-functional Team..., CRM, Team Leadership, Project Portfolio..., Product Development, Project Planning, Management Consulting, Business Strategy, Software Project..., Six Sigma, PMO, Strategic Planning, Competitive Analysis, Team Building, Operations Management, MS Project, IT Strategy, Quality Assurance, Requirements Analysis, Business Process, Business Development
Education
University of Southern California 2008 — 2010
Bachelor of Science, Mathematics and Economics
University of Hawaii at Manoa 2004 — 2007
Physics, Economics
Arroyo High School
Visa April 2013 - Present
Bank of America November 2010 - April 2013
Merrill Lynch July 2009 - November 2010
UBS Wealth Management December 2008 - June 2009
Dynamic Sounds 2000 - 2008
Skills
PMP, Business Process..., Microsoft Excel, Microsoft SQL Server, Quantitative Modeling, Certified Project..., Financial Modeling, Risk Management, Analysis, Financial Analysis, Leadership, Business Analysis, New Business Development, Finance, Process Improvement, Banking, Investments, Portfolio Management, Vendor Management, Project Management, Data Analysis, Management, Visio, SDLC, Business Intelligence, Program Management, Analytics, Strategy, Change Management, Cross-functional Team..., CRM, Team Leadership, Project Portfolio..., Product Development, Project Planning, Management Consulting, Business Strategy, Software Project..., Six Sigma, PMO, Strategic Planning, Competitive Analysis, Team Building, Operations Management, MS Project, IT Strategy, Quality Assurance, Requirements Analysis, Business Process, Business Development
Education
University of Southern California 2008 — 2010
Bachelor of Science, Mathematics and Economics
University of Hawaii at Manoa 2004 — 2007
Physics, Economics
Arroyo High School
Armando Magana's Merrill Lynch Experience January 2012 - May 2012
Job Inside Sales Representative at SSAB
Industry Financial Services
Experience
SSAB October 2013 - Present
Mid-South Metals September 2012 - December 2013
Merrill Lynch January 2012 - May 2012
Skills
Portfolio Management, Financial Modeling, Retirement Planning, Wealth Management, Financial Analysis, Strategic Financial..., Asset Allocation, Economics, Wealth Management..., Market Research
Education
University of Houston 2008 — 2012
Bachelor of Science (B.S.), Economics
SSAB October 2013 - Present
Mid-South Metals September 2012 - December 2013
Merrill Lynch January 2012 - May 2012
Skills
Portfolio Management, Financial Modeling, Retirement Planning, Wealth Management, Financial Analysis, Strategic Financial..., Asset Allocation, Economics, Wealth Management..., Market Research
Education
University of Houston 2008 — 2012
Bachelor of Science (B.S.), Economics
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
Sandy Reinhardt Sandy Reinhardt's Merrill Lynch Experience January 2000 - May 2007
Job Sales Representative at RE/MAX Professionals Inc., Brokerage
Industry Real Estate
Experience
RE/MAX Professionals Inc., Brokerage 2011 - Present
UBS May 2007 - October 2008
Merrill Lynch January 2000 - May 2007
Scotia Capial Markets June 1996 - January 2000
Education
University of Guelph 1981 — 1985
Bachelor of Arts, Economics
Martingrove C.I. 1977 — 1981
RE/MAX Professionals Inc., Brokerage 2011 - Present
UBS May 2007 - October 2008
Merrill Lynch January 2000 - May 2007
Scotia Capial Markets June 1996 - January 2000
Education
University of Guelph 1981 — 1985
Bachelor of Arts, Economics
Martingrove C.I. 1977 — 1981
Jennifer Levey Jennifer Levey's Merrill Lynch Experience January 2000 - July 2005
Job Executive Office Professional
Industry Executive Office
Experience
State Farm Insurance April 2009 - March 2010
Crofutt & Smith Atlas Van Lines January 2008 - February 2009
Various Staffing Agencies July 2005 - January 2008
Merrill Lynch January 2000 - July 2005
Jennifer Levey (Cont'd) December 1998 - December 1999
Hoffman La Roche April 1997 - June 1998
Medical Diagnostics, Inc January 1996 - January 1997
Smithmark Publishing January 1993 - January 1996
Pentel of America January 1990 - January 1992
Education
University of Hartford 1986 — 1990
Bachelors, Organizational Communications
State Farm Insurance April 2009 - March 2010
Crofutt & Smith Atlas Van Lines January 2008 - February 2009
Various Staffing Agencies July 2005 - January 2008
Merrill Lynch January 2000 - July 2005
Jennifer Levey (Cont'd) December 1998 - December 1999
Hoffman La Roche April 1997 - June 1998
Medical Diagnostics, Inc January 1996 - January 1997
Smithmark Publishing January 1993 - January 1996
Pentel of America January 1990 - January 1992
Education
University of Hartford 1986 — 1990
Bachelors, Organizational Communications
TRACI MCLESTER ARELLANO TRACI MCLESTER ARELLANO's Merrill Lynch Experience September 2006 - July 2009
Job Assistant Vice President at Frost Bank
Industry Banking
Experience
Frost Bank October 2013 - Present
Frost Bank October 2012 - Present
Frost Bank August 2010 - Present
Merrill Lynch September 2006 - July 2009
Cove Harbor Marina and Drystack May 2006 - August 2006
University of Arkansas - Monticello August 2005 - May 2006
Skills
Leadership, CRM, Management, Marketing, Recruiting, Business Development, Team Building, Entrepreneurship, Sales, Project Management, Coaching, Business Planning, Customer Service, Customer Satisfaction, New Business Development
Education
University of Houston 2006 — 2007
Bachelors of Business Administration, Marketing
Hill College 2003 — 2005
Associates of Arts, Business Administration
Frost Bank October 2013 - Present
Frost Bank October 2012 - Present
Frost Bank August 2010 - Present
Merrill Lynch September 2006 - July 2009
Cove Harbor Marina and Drystack May 2006 - August 2006
University of Arkansas - Monticello August 2005 - May 2006
Skills
Leadership, CRM, Management, Marketing, Recruiting, Business Development, Team Building, Entrepreneurship, Sales, Project Management, Coaching, Business Planning, Customer Service, Customer Satisfaction, New Business Development
Education
University of Houston 2006 — 2007
Bachelors of Business Administration, Marketing
Hill College 2003 — 2005
Associates of Arts, Business Administration
Gene Rankin Gene Rankin's Merrill Lynch Experience May 1997 - May 2007
Job Regional Coach Jack Keeter Marketing
Industry Financial Services
Experience
Merrill Lynch May 1997 - May 2007
Education
University of Houston
BBA, BUSINESS
Merrill Lynch May 1997 - May 2007
Education
University of Houston
BBA, BUSINESS
Brian Hungerford, CPA Brian Hungerford, CPA's Merrill Lynch Experience April 2010 - June 2012
Job Assistant Controller Technical & Fair Value Accounting at Dynegy
Industry Utilities
Experience
Dynegy May 2012 - Present
Merrill Lynch April 2010 - June 2012
British Gas August 2009 - March 2010
Constellation Energy July 2007 - August 2009
Deloitte AG June 2004 - July 2007
BP January 2003 - June 2004
Skills
Financial Reporting, SEC filings, Derivatives, Sarbanes-Oxley Act, Internal Controls, Project Management, Business Valuation, DCF Valuation, Financial Modeling, Finance, Financial Analysis, Auditing, Energy, Accounting, Financial Accounting, Fair Value, Electric Power
Education
University of Houston 1999 — 2002
BBA, Accounting, Spanish
Dynegy May 2012 - Present
Merrill Lynch April 2010 - June 2012
British Gas August 2009 - March 2010
Constellation Energy July 2007 - August 2009
Deloitte AG June 2004 - July 2007
BP January 2003 - June 2004
Skills
Financial Reporting, SEC filings, Derivatives, Sarbanes-Oxley Act, Internal Controls, Project Management, Business Valuation, DCF Valuation, Financial Modeling, Finance, Financial Analysis, Auditing, Energy, Accounting, Financial Accounting, Fair Value, Electric Power
Education
University of Houston 1999 — 2002
BBA, Accounting, Spanish
Jolie Nguyen Jolie Nguyen's Merrill Lynch Experience 2003 - 2004
Job Recruitment Advisor at Aramco Services Company
Industry Oil & Energy
Experience
Aramco Services Company July 2013 - Present
BP August 2011 - July 2013
Champion Technologies 2010 - 2011
EPR 2007 - 2010
Liberty IT 2004 - 2007
Merrill Lynch 2003 - 2004
Skills
Talent Acquisition, Recruiting, Human Resources, Contract Recruitment, Interviews, Management, Technical Recruiting, Onboarding, Project Planning, Talent Management, Executive Search, Applicant Tracking..., CRM, Screening, Process Improvement, Energy, Strategic Sourcing, SDLC, Personnel Management, Oil/Gas, Upstream, Business Analysis, Change Management, Sourcing, Building Relationships, Business Process, Corporate Recruiting, Energy Industry, Organizational..., SAP, Vendor Management, Employee Relations, Negotiation, Renewable Energy, Employee Engagement, Relationship Building
Education
University of Houston
BS
Aramco Services Company July 2013 - Present
BP August 2011 - July 2013
Champion Technologies 2010 - 2011
EPR 2007 - 2010
Liberty IT 2004 - 2007
Merrill Lynch 2003 - 2004
Skills
Talent Acquisition, Recruiting, Human Resources, Contract Recruitment, Interviews, Management, Technical Recruiting, Onboarding, Project Planning, Talent Management, Executive Search, Applicant Tracking..., CRM, Screening, Process Improvement, Energy, Strategic Sourcing, SDLC, Personnel Management, Oil/Gas, Upstream, Business Analysis, Change Management, Sourcing, Building Relationships, Business Process, Corporate Recruiting, Energy Industry, Organizational..., SAP, Vendor Management, Employee Relations, Negotiation, Renewable Energy, Employee Engagement, Relationship Building
Education
University of Houston
BS
Jason Mai Jason Mai's Merrill Lynch Experience December 2011 - May 2012
Job Marketing Associate at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management April 2013 - Present
Moody's Corporation October 2012 - March 2013
Kota Global Securities June 2012 - October 2012
Merrill Lynch December 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Office, Equity Research, Bloomberg Terminal, Bond Markets, Financial Accounting, Comparable Analysis, DCF Valuation, FX trading, FactSet, RFP
Education
University of Hawaii at Manoa 2007 — 2012
Bachelor of Business Administration, Accounting & Finance
Pzena Investment Management April 2013 - Present
Moody's Corporation October 2012 - March 2013
Kota Global Securities June 2012 - October 2012
Merrill Lynch December 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Office, Equity Research, Bloomberg Terminal, Bond Markets, Financial Accounting, Comparable Analysis, DCF Valuation, FX trading, FactSet, RFP
Education
University of Hawaii at Manoa 2007 — 2012
Bachelor of Business Administration, Accounting & Finance
Steve Steficek Steve Steficek's Merrill Lynch Experience 2012 - 2013
Job Marketing Professional
Industry Marketing and Advertising
Experience
American Express 2014 - 2014
Merrill Lynch 2012 - 2013
KBS Inc. (currently "Brightstone, LLC", per Dec. 1st 2010 merger) 2009 - 2010
Benefit Quest 2008 - November 2009
Skills
Social Media Marketing, Email Marketing, Direct Marketing, SEO, Online Marketing, Social Media, PPC, Analytics, Online Advertising, Management
Education
University of Houston
Bachelor's Degree, Communications (PR & Advertising/Marketing)
University of Long Island 2003 — 2004
Law / Political Science
American Express 2014 - 2014
Merrill Lynch 2012 - 2013
KBS Inc. (currently "Brightstone, LLC", per Dec. 1st 2010 merger) 2009 - 2010
Benefit Quest 2008 - November 2009
Skills
Social Media Marketing, Email Marketing, Direct Marketing, SEO, Online Marketing, Social Media, PPC, Analytics, Online Advertising, Management
Education
University of Houston
Bachelor's Degree, Communications (PR & Advertising/Marketing)
University of Long Island 2003 — 2004
Law / Political Science
Matthew Zeigler Matthew Zeigler's Merrill Lynch Experience May 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Bank of America February 2008 - April 2008
Bank of America August 2006 - February 2008
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Equities, Investment Strategies, Securities, Fixed Income, Uniform Combined State..., Financial Advisory, Alternative Investments, Asset Management, Estate Planning, Fixed Annuities, Financial Analysis, Banking, Financial Modeling, 401k, Bonds, Hedge Funds, IRAs, Derivatives, Valuation, Wealth Management..., 401k Rollovers, Financial Markets, Financial Services, Options, Investment Management, Finance, Trading
Education
University of Hartford 2000 — 2004
Bachelor of Music, Music Production and Technology
Merrill Lynch May 2008 - Present
Bank of America February 2008 - April 2008
Bank of America August 2006 - February 2008
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Equities, Investment Strategies, Securities, Fixed Income, Uniform Combined State..., Financial Advisory, Alternative Investments, Asset Management, Estate Planning, Fixed Annuities, Financial Analysis, Banking, Financial Modeling, 401k, Bonds, Hedge Funds, IRAs, Derivatives, Valuation, Wealth Management..., 401k Rollovers, Financial Markets, Financial Services, Options, Investment Management, Finance, Trading
Education
University of Hartford 2000 — 2004
Bachelor of Music, Music Production and Technology
Lynn Duong Lynn Duong's Merrill Lynch Experience August 2012 - Present
Job AVP Financial Control Analyst at Merrill Lynch
Industry Utilities
Experience
Merrill Lynch August 2012 - Present
Citi Group March 2010 - August 2012
Integrys Energy Services August 2007 - December 2009
El Paso (TGP) March 2006 - July 2007
Zachry Constructions Corporation September 2005 - March 2006
Education
University of Houston 2000 — 2005
BBA, Accounting/Finance
Merrill Lynch August 2012 - Present
Citi Group March 2010 - August 2012
Integrys Energy Services August 2007 - December 2009
El Paso (TGP) March 2006 - July 2007
Zachry Constructions Corporation September 2005 - March 2006
Education
University of Houston 2000 — 2005
BBA, Accounting/Finance
Jason DeVon Jason DeVon's Merrill Lynch Experience May 1995 - June 1997
Job Financial Trader
Industry Oil & Energy
Experience
Unified Energy Services, LLC March 2015 - Present
Oxy December 2008 - March 2015
Oxy September 2001 - December 2008
Oxy August 2000 - September 2001
Oxy December 1999 - August 2000
Dynegy June 1998 - December 1999
Merrill Lynch May 1995 - June 1997
Skills
Energy Markets, Natural Gas, Commodity Markets, Gas, Hedging, Energy, Commodity, Energy Industry, Petroleum, Trading, ETRM, Electricity Markets, Options, Power Trading, Risk Management, Derivatives, Management, Finance, Pipelines, Oil & Gas, Financial Modeling, Financial Risk, Portfolio Management, Asset Management, Valuation, Analysis, Mergers & Acquisitions, Financial Analysis, Contract Negotiation, Technical Analysis, Due Diligence
Education
University of Houston
BBA, Finance
Unified Energy Services, LLC March 2015 - Present
Oxy December 2008 - March 2015
Oxy September 2001 - December 2008
Oxy August 2000 - September 2001
Oxy December 1999 - August 2000
Dynegy June 1998 - December 1999
Merrill Lynch May 1995 - June 1997
Skills
Energy Markets, Natural Gas, Commodity Markets, Gas, Hedging, Energy, Commodity, Energy Industry, Petroleum, Trading, ETRM, Electricity Markets, Options, Power Trading, Risk Management, Derivatives, Management, Finance, Pipelines, Oil & Gas, Financial Modeling, Financial Risk, Portfolio Management, Asset Management, Valuation, Analysis, Mergers & Acquisitions, Financial Analysis, Contract Negotiation, Technical Analysis, Due Diligence
Education
University of Houston
BBA, Finance
Louis Mattaliano Louis Mattaliano's Merrill Lynch Experience April 1985 - September 1989
Job Financial Advisor Registered Principal at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2009 - Present
Bank of America Investment Services, Inc September 1989 - May 2009
Merrill Lynch April 1985 - September 1989
Skills
Investments, Estate Planning, Asset Allocation, Equities, Mutual Funds, Bonds, Wealth Management
Education
University of Houston 1979 — 1984
B.B.A., Finance
St. Thomas High School 1975 — 1979
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2009 - Present
Bank of America Investment Services, Inc September 1989 - May 2009
Merrill Lynch April 1985 - September 1989
Skills
Investments, Estate Planning, Asset Allocation, Equities, Mutual Funds, Bonds, Wealth Management
Education
University of Houston 1979 — 1984
B.B.A., Finance
St. Thomas High School 1975 — 1979
Diane P. Bell Diane P. Bell's Merrill Lynch Experience 2006 - 2008
Job CRPC®, CDFA™
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC 2008 - Present
Merrill Lynch 2006 - 2008
The Phoenix Companies 2004 - 2005
ING/Aeltus Investment Management, Inc. 1993 - 2004
Aetna Life & Casualty 1977 - 1992
Skills
Series 7, Retirement Planning, Securities, Insurance, Financial Services, Financial Advisory, Pensions, Finance, Uniform Combined State..., Long-term Care, Variable Annuities, Series 6, Asset Allocation, Mutual Funds, Wealth Management, Series 63
Education
University of Hartford
Bachelor of Science, MBA, Economics and Finance
Raymond James Financial Services, Inc., Member FINRA/SIPC 2008 - Present
Merrill Lynch 2006 - 2008
The Phoenix Companies 2004 - 2005
ING/Aeltus Investment Management, Inc. 1993 - 2004
Aetna Life & Casualty 1977 - 1992
Skills
Series 7, Retirement Planning, Securities, Insurance, Financial Services, Financial Advisory, Pensions, Finance, Uniform Combined State..., Long-term Care, Variable Annuities, Series 6, Asset Allocation, Mutual Funds, Wealth Management, Series 63
Education
University of Hartford
Bachelor of Science, MBA, Economics and Finance
Tina Anh Doan Tina Anh Doan's Merrill Lynch Experience May 2010 - August 2010
Job Business Analytics Executive at Brunsfield International Group
Industry Financial Services
Experience
Brunsfield International Group July 2014 - Present
AGRISECO February 2013 - February 2014
Morgan Stanley January 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Information Technology Services, University of Hawaii at Manoa January 2009 - August 2010
UBS May 2009 - September 2009
General Accounting, University of Hawaii at Manoa July 2008 - January 2009
Learning Assistance Center, University of Hawaii at Manoa July 2007 - January 2009
Hamilton Library September 2006 - August 2007
Skills
VBA, Quantitative Finance, Financial Modeling, C++, Matlab, CFA, Financial Engineering, Bloomberg
Education
University of Hawaii - College of Business Administration 2009 — 2010
MS, Financial Engineering, 3.81
University of Hawaii - College of Business Administration 2006 — 2009
BBA, Finance, Economics
Academy of the Pacific 2005 — 2006
High School/Secondary Diploma Programs, 3.9
Brunsfield International Group July 2014 - Present
AGRISECO February 2013 - February 2014
Morgan Stanley January 2011 - January 2013
Merrill Lynch May 2010 - August 2010
Information Technology Services, University of Hawaii at Manoa January 2009 - August 2010
UBS May 2009 - September 2009
General Accounting, University of Hawaii at Manoa July 2008 - January 2009
Learning Assistance Center, University of Hawaii at Manoa July 2007 - January 2009
Hamilton Library September 2006 - August 2007
Skills
VBA, Quantitative Finance, Financial Modeling, C++, Matlab, CFA, Financial Engineering, Bloomberg
Education
University of Hawaii - College of Business Administration 2009 — 2010
MS, Financial Engineering, 3.81
University of Hawaii - College of Business Administration 2006 — 2009
BBA, Finance, Economics
Academy of the Pacific 2005 — 2006
High School/Secondary Diploma Programs, 3.9
Jared Barbary Jared Barbary's Merrill Lynch Experience September 2009 - December 2009
Job Product Control Accountant at Koch Supply & Trading
Industry Accounting
Experience
Koch Supply & Trading February 2010 - Present
Merrill Lynch September 2009 - December 2009
Walgreens June 2009 - August 2009
Education
University of Houston 2004 — 2009
Accounting and Finance, Intermediate Accounting, Oil and Gas Accounting, Corporate Finance
Koch Supply & Trading February 2010 - Present
Merrill Lynch September 2009 - December 2009
Walgreens June 2009 - August 2009
Education
University of Houston 2004 — 2009
Accounting and Finance, Intermediate Accounting, Oil and Gas Accounting, Corporate Finance
George Loomis George Loomis's Merrill Lynch Experience November 1993 - April 1995
Job Financial Services Professional
Industry Investment Management
Experience
An Independent Financial Advisory Company September 2000 - Present
Minnesota State University Mankato April 2000 - April 2013
J G Kinnard & Co. April 1995 - September 2000
Merrill Lynch November 1993 - April 1995
Sterling Financial Services, Inc November 1987 - August 1993
Marine Midland Bank May 1986 - November 1987
Cititrust Bank July 1977 - June 1986
Skills
Asset Allocation, Investment Management, Estate Planning, Retirement Planning, Comprehensive Financial..., Insurance and Annuity..., Tax Strategies
Education
Williams College 1965 — 1970
BA, Psychology, Economics
University of Hartford
MBA, Finance, Marketing
Wethersfield High School
An Independent Financial Advisory Company September 2000 - Present
Minnesota State University Mankato April 2000 - April 2013
J G Kinnard & Co. April 1995 - September 2000
Merrill Lynch November 1993 - April 1995
Sterling Financial Services, Inc November 1987 - August 1993
Marine Midland Bank May 1986 - November 1987
Cititrust Bank July 1977 - June 1986
Skills
Asset Allocation, Investment Management, Estate Planning, Retirement Planning, Comprehensive Financial..., Insurance and Annuity..., Tax Strategies
Education
Williams College 1965 — 1970
BA, Psychology, Economics
University of Hartford
MBA, Finance, Marketing
Wethersfield High School
Eric Graves, LUTCF Eric Graves, LUTCF's Merrill Lynch Experience April 2007 - February 2008
Job Regional Sales Manager
Industry Financial Services
Experience
Legend 2013 - Present
MetLife November 2009 - February 2011
Merrill Lynch April 2007 - February 2008
Smith Barney August 2006 - April 2007
Project GRAD USA June 1999 - November 2006
Browning Ferris Incorporated, (BFI) April 1996 - July 1999
Chevron/Texaco February 1972 - April 1996
Skills
Public Relations, Entrepreneurship, Leadership, Non-profits, Management, Advertising, Community Outreach, Strategic Financial..., Investments, Retirement Planning, Insurance, Wealth Management, Strategic Planning, Series 7, Portfolio Management, Nonprofits, Budgets, Sales, Recruiting, Strategy, Finance, Public Speaking, Program Management, Corporate Communications, Fundraising
Education
University of Houston 1968 — 1973
Bachelor's degree, Speech Communication and Rhetoric
Legend 2013 - Present
MetLife November 2009 - February 2011
Merrill Lynch April 2007 - February 2008
Smith Barney August 2006 - April 2007
Project GRAD USA June 1999 - November 2006
Browning Ferris Incorporated, (BFI) April 1996 - July 1999
Chevron/Texaco February 1972 - April 1996
Skills
Public Relations, Entrepreneurship, Leadership, Non-profits, Management, Advertising, Community Outreach, Strategic Financial..., Investments, Retirement Planning, Insurance, Wealth Management, Strategic Planning, Series 7, Portfolio Management, Nonprofits, Budgets, Sales, Recruiting, Strategy, Finance, Public Speaking, Program Management, Corporate Communications, Fundraising
Education
University of Houston 1968 — 1973
Bachelor's degree, Speech Communication and Rhetoric
Jonathan Straus Jonathan Straus's Merrill Lynch Experience March 2006 - July 2009
Job Commons Capital Advisors, LLC
Industry Financial Services
Experience
Commons Capital Advisors, LLC July 2009 - Present
Merrill Lynch March 2006 - July 2009
Advest, Inc. March 2004 - March 2006
RBC Wealth Management March 2001 - March 2004
Tucker Anthony March 1998 - March 2001
Morgan Stanley Smith Barney March 1996 - March 1998
Skills
Asset Management, Retirement Planning, Educational Planning, Company Stock Options, Estate Planning, Trust Services, Philanthropic Gifting, Banking, Securities, Portfolio Management, Investments, Mutual Funds, Wealth Management..., Financial Advisory, Gifts, Series 7, Risk Management, Wealth, Disability Insurance, Wealth Management
Education
University of Hartford 1991 — 1995
Marketing, Economics, Finance
Commons Capital Advisors, LLC July 2009 - Present
Merrill Lynch March 2006 - July 2009
Advest, Inc. March 2004 - March 2006
RBC Wealth Management March 2001 - March 2004
Tucker Anthony March 1998 - March 2001
Morgan Stanley Smith Barney March 1996 - March 1998
Skills
Asset Management, Retirement Planning, Educational Planning, Company Stock Options, Estate Planning, Trust Services, Philanthropic Gifting, Banking, Securities, Portfolio Management, Investments, Mutual Funds, Wealth Management..., Financial Advisory, Gifts, Series 7, Risk Management, Wealth, Disability Insurance, Wealth Management
Education
University of Hartford 1991 — 1995
Marketing, Economics, Finance
Corey Stansell's Merrill Lynch Experience June 2015 - Present
Job Vice President Business Development
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - June 2014
Morgan Stanley Wealth Management November 2012 - December 2013
Morgan Stanley Wealth Management 2009 - November 2012
Merrill Lynch 2007 - 2009
Skills
Investments, Series 7, Portfolio Management, Asset Allocation, Investment Strategies, Strategy, Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Analysis, Management, Alternative Investments, Asset Managment, Fixed Annuities, Uniform Combined State..., Estate Planning, Fixed Income, Finance, Financial Advisory, Series 63, Securities, Insurance, Asset Management
Education
University of Houston
BBA, Finance and Economics
University of Houston
Bachelor of Business Administration (B.B.A.)
Merrill Lynch June 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - June 2014
Morgan Stanley Wealth Management November 2012 - December 2013
Morgan Stanley Wealth Management 2009 - November 2012
Merrill Lynch 2007 - 2009
Skills
Investments, Series 7, Portfolio Management, Asset Allocation, Investment Strategies, Strategy, Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Financial Analysis, Management, Alternative Investments, Asset Managment, Fixed Annuities, Uniform Combined State..., Estate Planning, Fixed Income, Finance, Financial Advisory, Series 63, Securities, Insurance, Asset Management
Education
University of Houston
BBA, Finance and Economics
University of Houston
Bachelor of Business Administration (B.B.A.)
Amy Haiying Zhao Amy Haiying Zhao's Merrill Lynch Experience 2011 - Present
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Sigmax Security Inc 2003 - 2010
MetLife January 2000 - 2003
Sigma Computer 1994 - 2000
Skills
Long Term Care, Retirement, Investments, Insurance, Estate Planning, Employee Benefits, Retirement Planning, Long-term Care, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial...
Education
University of Houston 1990 — 1994
Master in Science, Molecular Biology
Shanhai Institute of Cell Biology, Academia Sinica 1984 — 1987
Master in Science, Cell Biology
Xiamen University 1980 — 1984
Bachelor, Biology
Merrill Lynch 2011 - Present
Sigmax Security Inc 2003 - 2010
MetLife January 2000 - 2003
Sigma Computer 1994 - 2000
Skills
Long Term Care, Retirement, Investments, Insurance, Estate Planning, Employee Benefits, Retirement Planning, Long-term Care, Portfolio Management, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial...
Education
University of Houston 1990 — 1994
Master in Science, Molecular Biology
Shanhai Institute of Cell Biology, Academia Sinica 1984 — 1987
Master in Science, Cell Biology
Xiamen University 1980 — 1984
Bachelor, Biology
Thomas E. (Tommy) Gardner, CFP® Thomas E. (Tommy) Gardner, CFP®'s Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at Merrill Lynch Global Wealth & Investment Management
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Sterling Bank December 2010 - August 2011
Sterling Bank May 2009 - August 2011
Gardner Financial May 2004 - May 2009
New England Financial 1999 - 2004
Skills
Investments, Portfolio Management, Banking, Series 7, Wealth Management, Loans, Financial Analysis, Credit Analysis, Commercial Lending, Retirement Planning, Finance, Investment Advisory, Commercial Banking, Credit, Securities, Asset Management, Mortgage Lending, Strategic Financial..., Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Financial Advisory, Capital Markets, Underwriting, Private Banking, Relationship Management, Private Equity, Corporate Finance, Wealth Management..., Investment Banking, Insurance, Mortgage Banking, Alternative Investments, 401k, Retirement, Estate Planning, Financial Markets, Trading, Bonds, Lines Of Credit, Commercial Mortgages, Mergers, Retail Banking, Cash Management, Consumer Lending, Equities, Financial Risk, Small Business Lending
Education
University of Houston 2005 — 2006
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Certification Education Program
University of Mississippi 1994 — 1998
BA Finance, Banking & Managerial Finance
Memorial High School 1990 — 1994
Merrill Lynch August 2011 - Present
Sterling Bank December 2010 - August 2011
Sterling Bank May 2009 - August 2011
Gardner Financial May 2004 - May 2009
New England Financial 1999 - 2004
Skills
Investments, Portfolio Management, Banking, Series 7, Wealth Management, Loans, Financial Analysis, Credit Analysis, Commercial Lending, Retirement Planning, Finance, Investment Advisory, Commercial Banking, Credit, Securities, Asset Management, Mortgage Lending, Strategic Financial..., Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Financial Advisory, Capital Markets, Underwriting, Private Banking, Relationship Management, Private Equity, Corporate Finance, Wealth Management..., Investment Banking, Insurance, Mortgage Banking, Alternative Investments, 401k, Retirement, Estate Planning, Financial Markets, Trading, Bonds, Lines Of Credit, Commercial Mortgages, Mergers, Retail Banking, Cash Management, Consumer Lending, Equities, Financial Risk, Small Business Lending
Education
University of Houston 2005 — 2006
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Certification Education Program
University of Mississippi 1994 — 1998
BA Finance, Banking & Managerial Finance
Memorial High School 1990 — 1994
Christopher Hensley Christopher Hensley's Merrill Lynch Experience May 2011 - April 2012
Job President of the Houston Midtown Chapter Of SOFA
Industry Financial Services
Experience
The Society for Financial Awareness July 2010 - Present
"Money Matters" Radio Show May 2013 - Present
Houston First Financial Group July 2012 - Present
Merrill Lynch May 2011 - April 2012
Next Financial November 2009 - February 2011
Houston First Financial Group September 2008 - February 2011
Next Financial July 2008 - November 2009
Chase Bank 2005 - 2006
UBS Financial Services 2002 - 2004
American Express Financial Advisors April 2000 - January 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., 401k, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Public Speaking, Financial Literacy..., Group Benefit Plans, 529 Plans, 401k Rollovers, Life Insurance, Financial Education, College Savings Plans, College Education..., Retirement Plan..., Seminars, Workshops, Workplace Relations, Human Resource..., Literacy, ERISA, Long-term Care, Series 63, Investment Management, Securities, Coaching, Asset Management, Employee Benefits, Wealth, Mutual Funds, IRAs, Recruiting, Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Alternative Investments, Leadership, Financial Services, Insurance, Personal Finance, Finance, Series 6, Financial Planners
Education
University of Houston 1996 — 2000
Philosophy, English
Hastings/ Elsik 1989 — 1992
Christopher Hensley
Holub Middle School
The Society for Financial Awareness July 2010 - Present
"Money Matters" Radio Show May 2013 - Present
Houston First Financial Group July 2012 - Present
Merrill Lynch May 2011 - April 2012
Next Financial November 2009 - February 2011
Houston First Financial Group September 2008 - February 2011
Next Financial July 2008 - November 2009
Chase Bank 2005 - 2006
UBS Financial Services 2002 - 2004
American Express Financial Advisors April 2000 - January 2001
Skills
Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., 401k, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Public Speaking, Financial Literacy..., Group Benefit Plans, 529 Plans, 401k Rollovers, Life Insurance, Financial Education, College Savings Plans, College Education..., Retirement Plan..., Seminars, Workshops, Workplace Relations, Human Resource..., Literacy, ERISA, Long-term Care, Series 63, Investment Management, Securities, Coaching, Asset Management, Employee Benefits, Wealth, Mutual Funds, IRAs, Recruiting, Estate Planning, Fixed Annuities, Disability Insurance, Retirement, Alternative Investments, Leadership, Financial Services, Insurance, Personal Finance, Finance, Series 6, Financial Planners
Education
University of Houston 1996 — 2000
Philosophy, English
Hastings/ Elsik 1989 — 1992
Christopher Hensley
Holub Middle School
Rich Gueren Rich Gueren's Merrill Lynch Experience September 2009 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Morgan Stanley August 1986 - January 2009
Skills
Securities, Series 7, Series 63, Options, Equities, Options Strategies, Investments, FINRA, Commodity, FX Options, Marketing, Derivatives, Series 24, Capital Markets, Alternative Investments, Electronic Trading, Wealth Management, Financial Markets
Education
University of Hartford 1979 — 1983
BS, Economics
Merrill Lynch September 2009 - Present
Morgan Stanley August 1986 - January 2009
Skills
Securities, Series 7, Series 63, Options, Equities, Options Strategies, Investments, FINRA, Commodity, FX Options, Marketing, Derivatives, Series 24, Capital Markets, Alternative Investments, Electronic Trading, Wealth Management, Financial Markets
Education
University of Hartford 1979 — 1983
BS, Economics
Angelina Wallrath's Merrill Lynch Experience April 1997 - May 1998
Job Senior Director of Talent at TruGreen
Industry Consumer Services
Experience
TruGreen January 2014 - Present
TruGreen August 2012 - January 2014
CEMEX April 2009 - August 2012
CEMEX November 2005 - April 2009
CEMEX July 2003 - November 2005
CEMEX June 2002 - July 2003
CEMEX July 2000 - July 2002
Shell Oil / Coral Energy June 1998 - July 2000
Merrill Lynch April 1997 - May 1998
Skills
Manufacturing, Analysis, Employee Relations, Customer Retention, Screening, Consulting, Deferred Compensation, Organizational Design, Talent Management, Project Management, Leadership Development, Labor Relations, Human Capital, Mergers, Leadership, Compensation & Benefit, Program Management, Negotiation, Business Strategy, New Hire Orientations, Strategy, Management, Training, Performance Management, Applicant Tracking..., Succession Planning, Interviews, College Recruiting, Recruiting, Personnel Management, Employee Benefits, Talent Acquisition, Payroll, Onboarding, Change Management, Human Resources, Policy, Union Avoidance, Hiring, Project Planning, Mergers & Acquisitions, Organizational..., Employee Engagement, Sourcing, Benefits Administration, Taleo, Workforce Planning, HR Consulting, FMLA, HRIS
Education
University of Houston 1994 — 1998
BBA
TruGreen January 2014 - Present
TruGreen August 2012 - January 2014
CEMEX April 2009 - August 2012
CEMEX November 2005 - April 2009
CEMEX July 2003 - November 2005
CEMEX June 2002 - July 2003
CEMEX July 2000 - July 2002
Shell Oil / Coral Energy June 1998 - July 2000
Merrill Lynch April 1997 - May 1998
Skills
Manufacturing, Analysis, Employee Relations, Customer Retention, Screening, Consulting, Deferred Compensation, Organizational Design, Talent Management, Project Management, Leadership Development, Labor Relations, Human Capital, Mergers, Leadership, Compensation & Benefit, Program Management, Negotiation, Business Strategy, New Hire Orientations, Strategy, Management, Training, Performance Management, Applicant Tracking..., Succession Planning, Interviews, College Recruiting, Recruiting, Personnel Management, Employee Benefits, Talent Acquisition, Payroll, Onboarding, Change Management, Human Resources, Policy, Union Avoidance, Hiring, Project Planning, Mergers & Acquisitions, Organizational..., Employee Engagement, Sourcing, Benefits Administration, Taleo, Workforce Planning, HR Consulting, FMLA, HRIS
Education
University of Houston 1994 — 1998
BBA
Patricia Lam Patricia Lam's Merrill Lynch Experience January 2014 - August 2014
Job Business Analyst Intern at The Queen's Medical Center
Industry Financial Services
Experience
The Queen's Medical Center June 2015 - August 2015
Hawaiian Airlines January 2015 - May 2015
Merrill Lynch January 2014 - August 2014
Bath & Body Works April 2011 - August 2013
Skills
Bilingual..., Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Sales, Microsoft Office, Time Management, Teamwork, Customer Service, Facebook, PowerPoint, Data Entry, Retail, Social Networking, Finance, Social Media, Leadership
Education
University of Hawaii at Manoa 2012 — 2016
Bachelor of Business Administration (BBA), Finance and International Business, 3.81
The Queen's Medical Center June 2015 - August 2015
Hawaiian Airlines January 2015 - May 2015
Merrill Lynch January 2014 - August 2014
Bath & Body Works April 2011 - August 2013
Skills
Bilingual..., Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Sales, Microsoft Office, Time Management, Teamwork, Customer Service, Facebook, PowerPoint, Data Entry, Retail, Social Networking, Finance, Social Media, Leadership
Education
University of Hawaii at Manoa 2012 — 2016
Bachelor of Business Administration (BBA), Finance and International Business, 3.81
Gary Burgess Gary Burgess's Merrill Lynch Experience December 2013 - July 2014
Job Executive Director/ Complex Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Merrill Lynch December 2013 - July 2014
Merrill Lynch December 2011 - December 2013
Deutsche Bank December 2009 - October 2011
Smith Barney August 1996 - December 2009
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Asset Allocation, Mutual Funds, Securities, Investments, Equities, Asset Management, Investment Advisory, Fixed Income
Education
University of Houston 1981 — 1985
Bachelor of Science, Economics
Morgan Stanley July 2014 - Present
Merrill Lynch December 2013 - July 2014
Merrill Lynch December 2011 - December 2013
Deutsche Bank December 2009 - October 2011
Smith Barney August 1996 - December 2009
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Asset Allocation, Mutual Funds, Securities, Investments, Equities, Asset Management, Investment Advisory, Fixed Income
Education
University of Houston 1981 — 1985
Bachelor of Science, Economics
Madiha Siddiqui Madiha Siddiqui's Merrill Lynch Experience January 2005 - July 2005
Job Revenue Accountant at Hilcorp
Industry Accounting
Experience
Hilcorp July 2014 - Present
EOG Resources May 2008 - July 2014
Panhandle Energy May 2007 - May 2008
Fast FM Money September 2006 - April 2007
University of Houston August 2005 - August 2006
Merrill Lynch January 2005 - July 2005
Skills
Accounting, Management, Accruals, Account Reconciliation, Corporate Finance, Analysis, Accounts Receivable, Financial Analysis, Sarbanes-Oxley Act, Finance, Invoicing, Tax, Bank Reconciliation, Variance Analysis, Journal Entries
Education
University of Houston
Bachelors of Business Administration, Accounting
Hilcorp July 2014 - Present
EOG Resources May 2008 - July 2014
Panhandle Energy May 2007 - May 2008
Fast FM Money September 2006 - April 2007
University of Houston August 2005 - August 2006
Merrill Lynch January 2005 - July 2005
Skills
Accounting, Management, Accruals, Account Reconciliation, Corporate Finance, Analysis, Accounts Receivable, Financial Analysis, Sarbanes-Oxley Act, Finance, Invoicing, Tax, Bank Reconciliation, Variance Analysis, Journal Entries
Education
University of Houston
Bachelors of Business Administration, Accounting
Robert Schlackman Robert Schlackman's Merrill Lynch Experience June 1998 - March 2000
Job Executive Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2004 - Present
Solomon Page Group November 2003 - July 2004
Enterprise Engineering Inc November 2001 - November 2003
Gorp.com March 2000 - November 2001
Merrill Lynch June 1998 - March 2000
Cap Gemini August 1997 - June 1998
Marsh & McLennan July 1995 - August 1997
Chase June 1994 - July 1995
Prudential May 1990 - June 1994
Skills
Java, Sybase, Data Warehousing, DB2, MySQL, Perl, SDLC, PHP, Oracle, Software Development, E-commerce, Strategic Planning, Web Services, Unix, SEO, IT Strategy, Online Advertising, Social Media, SQL, XML, JavaScript, WordPress, Program Management, Document Management, Web Development, Drupal, Joomla, Documentum, Web 2.0, Informatica, Objective-C, iPhone Application..., Management
Education
University of Hartford 1986 — 1990
BS, Computer Science
Valley Forge Military Academy & College 1982 — 1986
Morgan Stanley July 2004 - Present
Solomon Page Group November 2003 - July 2004
Enterprise Engineering Inc November 2001 - November 2003
Gorp.com March 2000 - November 2001
Merrill Lynch June 1998 - March 2000
Cap Gemini August 1997 - June 1998
Marsh & McLennan July 1995 - August 1997
Chase June 1994 - July 1995
Prudential May 1990 - June 1994
Skills
Java, Sybase, Data Warehousing, DB2, MySQL, Perl, SDLC, PHP, Oracle, Software Development, E-commerce, Strategic Planning, Web Services, Unix, SEO, IT Strategy, Online Advertising, Social Media, SQL, XML, JavaScript, WordPress, Program Management, Document Management, Web Development, Drupal, Joomla, Documentum, Web 2.0, Informatica, Objective-C, iPhone Application..., Management
Education
University of Hartford 1986 — 1990
BS, Computer Science
Valley Forge Military Academy & College 1982 — 1986
Sarvesh Rishi Sarvesh Rishi's Merrill Lynch Experience March 2009 - April 2011
Job Sr. Business Analyst at Element Fleet Management
Industry Information Technology and Services
Experience
Element Fleet Management August 2014 - Present
PHH Arval June 2012 - July 2014
Morgan Stanley May 2011 - May 2012
Merrill Lynch March 2009 - April 2011
Fidelity Investments July 2007 - February 2009
Skills
Agile Methodologies, Agile Project Management, Agile Application..., Business Rules, Project Management, Project Planning, Agile & Waterfall..., Scrum, Sprint Planning, SDLC, Operational Risk, IT Strategy, Requirements Analysis, Functional Requirements, Requirements Gathering, Requirements..., Use Case, UML, JIRA, agile pro, Business Requirements, User Acceptance Testing, Visio, Business Analysis, Business Process, HP Quality Center, Testing, Test Planning, Analysis, Quality Assurance, Test Cases, Waterfall
Education
University of Hartford 2000 — 2003
MBA, Finance
Element Fleet Management August 2014 - Present
PHH Arval June 2012 - July 2014
Morgan Stanley May 2011 - May 2012
Merrill Lynch March 2009 - April 2011
Fidelity Investments July 2007 - February 2009
Skills
Agile Methodologies, Agile Project Management, Agile Application..., Business Rules, Project Management, Project Planning, Agile & Waterfall..., Scrum, Sprint Planning, SDLC, Operational Risk, IT Strategy, Requirements Analysis, Functional Requirements, Requirements Gathering, Requirements..., Use Case, UML, JIRA, agile pro, Business Requirements, User Acceptance Testing, Visio, Business Analysis, Business Process, HP Quality Center, Testing, Test Planning, Analysis, Quality Assurance, Test Cases, Waterfall
Education
University of Hartford 2000 — 2003
MBA, Finance
Douglas Heck's Merrill Lynch Experience October 2009 - Present
Job VP, Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge November 2012 - Present
merrill lynch October 2009 - Present
AG Edwards July 2006 - October 2009
UBS May 2000 - October 2004
Skills
Small Business, Budgeting, Team Building, Strategic Planning, Series 7, Series 66, Financial Planning, series 31, Retirement, Retirement Planning, Finance, Fixed Annuities, Portfolio Management, Asset Allocation, Mutual Funds, Financial Analysis, IRAs, Banking, Fixed Income, Equities, Bonds, Variable Annuities, Credit, Wealth Management, Series 63, Investment Strategies, Securities, Financial Services, Alternative Investments, Stocks, 401k Rollovers, 529 Plans, Retail Banking, Asset Management, Financial Advisory, Relationship Management, Risk Management, Wealth, Financial Planners, Investment Management, Roth IRA, Saving for Education, College Savings Plans, Investments, Insurance, Leadership, Estate Planning, Investment Advisory, Strategic Financial..., Uniform Combined State...
Education
University of Hartford 1987 — 1992
Bachelor of Arts (BA)
Merrill Edge August 2014 - Present
Merrill Edge November 2012 - Present
merrill lynch October 2009 - Present
AG Edwards July 2006 - October 2009
UBS May 2000 - October 2004
Skills
Small Business, Budgeting, Team Building, Strategic Planning, Series 7, Series 66, Financial Planning, series 31, Retirement, Retirement Planning, Finance, Fixed Annuities, Portfolio Management, Asset Allocation, Mutual Funds, Financial Analysis, IRAs, Banking, Fixed Income, Equities, Bonds, Variable Annuities, Credit, Wealth Management, Series 63, Investment Strategies, Securities, Financial Services, Alternative Investments, Stocks, 401k Rollovers, 529 Plans, Retail Banking, Asset Management, Financial Advisory, Relationship Management, Risk Management, Wealth, Financial Planners, Investment Management, Roth IRA, Saving for Education, College Savings Plans, Investments, Insurance, Leadership, Estate Planning, Investment Advisory, Strategic Financial..., Uniform Combined State...
Education
University of Hartford 1987 — 1992
Bachelor of Arts (BA)
Richard Raia, CEBS Richard Raia, CEBS's Merrill Lynch Experience March 2001 - November 2002
Job Manager, Retirement Plans
Industry Human Resources
Experience
Thomson Reuters March 2015 - Present
Saks Fifth Avenue April 2013 - February 2015
Sony Music Entertainment September 2010 - April 2013
Kaye Scholer LLP October 2008 - September 2010
Ernst & Young March 2008 - September 2008
Ernst & Young November 2002 - February 2008
Merrill Lynch March 2001 - November 2002
Merrill Lynch October 1999 - February 2001
Skills
Defined Benefit, Pensions, Internal Communications, Administration, Compliance, 401k, COBRA, Plan Design, FMLA, Employee Benefits, Retirement, Benefits, Pension Administration, Leaves Of Absence, Benefits Administration, HRIS, Benefits Design, Group Benefits, Corporate Benefits, Retirement Plans, Disability, Analysis, Retirement Planning, Business Planning, Financial Services, Human Resources, Leave of Absence, Disability Insurance, Payroll, Defined Contribution, New Hire Orientations, Executive Pay, PeopleSoft, Deferred Compensation, HR Policies, ERISA, Personnel Management
Education
The Wharton School of Business (U of PA) and the International Foundation of Employee Benefit Plans 2008 — 2010
CEBS, GBA, RPA, HR/Benefits
University of Hartford 1995 — 1999
BA, Psychology
St. Joseph's High School, Metuchen, NJ 1991 — 1995
Thomson Reuters March 2015 - Present
Saks Fifth Avenue April 2013 - February 2015
Sony Music Entertainment September 2010 - April 2013
Kaye Scholer LLP October 2008 - September 2010
Ernst & Young March 2008 - September 2008
Ernst & Young November 2002 - February 2008
Merrill Lynch March 2001 - November 2002
Merrill Lynch October 1999 - February 2001
Skills
Defined Benefit, Pensions, Internal Communications, Administration, Compliance, 401k, COBRA, Plan Design, FMLA, Employee Benefits, Retirement, Benefits, Pension Administration, Leaves Of Absence, Benefits Administration, HRIS, Benefits Design, Group Benefits, Corporate Benefits, Retirement Plans, Disability, Analysis, Retirement Planning, Business Planning, Financial Services, Human Resources, Leave of Absence, Disability Insurance, Payroll, Defined Contribution, New Hire Orientations, Executive Pay, PeopleSoft, Deferred Compensation, HR Policies, ERISA, Personnel Management
Education
The Wharton School of Business (U of PA) and the International Foundation of Employee Benefit Plans 2008 — 2010
CEBS, GBA, RPA, HR/Benefits
University of Hartford 1995 — 1999
BA, Psychology
St. Joseph's High School, Metuchen, NJ 1991 — 1995
Richard Rushing Richard Rushing's Merrill Lynch Experience January 1999 - April 2002
Job Senior Treasury Analyst at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. July 2015 - Present
Santander Consumer USA Inc. November 2013 - June 2015
Instituto Cultural Peruano Norteamericano - ICPNA June 2013 - October 2013
Summit Education May 2012 - May 2013
English Life Peru May 2010 - May 2012
Macquarie Funds Group August 2009 - December 2009
Morgan McKinley December 2007 - June 2009
JPMorgan Securities Japan Co. Ltd. April 2006 - November 2007
JP Morgan Chase May 2002 - March 2006
Merrill Lynch January 1999 - April 2002
Skills
Microsoft Office, Microsoft Excel, Programas financieros:..., Strategic Planning, Analysis, Finance, Financial Analysis, English, Management, Team Leadership, Portfolio Management, Risk Management, Banking, Accounting
Education
University of St. Thomas (TX)
Master's Degree, Finance, MBA
University of Houston
Bachelor's Degree, Economics, Magna Cum Laude
Santander Consumer USA Inc. July 2015 - Present
Santander Consumer USA Inc. November 2013 - June 2015
Instituto Cultural Peruano Norteamericano - ICPNA June 2013 - October 2013
Summit Education May 2012 - May 2013
English Life Peru May 2010 - May 2012
Macquarie Funds Group August 2009 - December 2009
Morgan McKinley December 2007 - June 2009
JPMorgan Securities Japan Co. Ltd. April 2006 - November 2007
JP Morgan Chase May 2002 - March 2006
Merrill Lynch January 1999 - April 2002
Skills
Microsoft Office, Microsoft Excel, Programas financieros:..., Strategic Planning, Analysis, Finance, Financial Analysis, English, Management, Team Leadership, Portfolio Management, Risk Management, Banking, Accounting
Education
University of St. Thomas (TX)
Master's Degree, Finance, MBA
University of Houston
Bachelor's Degree, Economics, Magna Cum Laude
Malerie Fox Malerie Fox's Merrill Lynch Experience January 2011 - April 2011
Job Marketing Assistant at McGriff, Seibels & Williams
Industry Financial Services
Experience
McGriff, Seibels & Williams August 2013 - Present
HydroTex, Inc. July 2012 - August 2013
Quanta Services (Contract) May 2012 - May 2012
Merrill Lynch January 2011 - April 2011
Skills
Microsoft Office, Timberline, Accounts Payable, Accounting, Forecasting, Microsoft Excel, Data Entry, Financial Analysis, Auditing, Marketing, Invoicing, Analysis, PowerPoint, Customer Service, Budgets, Leadership, Microsoft Word, Insurance, Finance, Health Insurance
Education
University of Houston 2005 — 2011
Bachelors of Business Administration, Finance
Jersey Village High School
McGriff, Seibels & Williams August 2013 - Present
HydroTex, Inc. July 2012 - August 2013
Quanta Services (Contract) May 2012 - May 2012
Merrill Lynch January 2011 - April 2011
Skills
Microsoft Office, Timberline, Accounts Payable, Accounting, Forecasting, Microsoft Excel, Data Entry, Financial Analysis, Auditing, Marketing, Invoicing, Analysis, PowerPoint, Customer Service, Budgets, Leadership, Microsoft Word, Insurance, Finance, Health Insurance
Education
University of Houston 2005 — 2011
Bachelors of Business Administration, Finance
Jersey Village High School
Susan del Portal Susan del Portal's Merrill Lynch Experience March 2013 - December 2014
Job Coordinator Special Projects at Palm Beach State College
Industry Education Management
Experience
Palm Beach State College January 2015 - Present
Merrill Lynch March 2013 - December 2014
Skills
Customer Service, Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Securities, Equities, Portfolio Management, Fixed Income, Financial Services, Bloomberg
Education
University of Hartford 2009 — 2011
Bachelor's degree, Corporate Communications - Business
Palm Beach State College January 2015 - Present
Merrill Lynch March 2013 - December 2014
Skills
Customer Service, Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Securities, Equities, Portfolio Management, Fixed Income, Financial Services, Bloomberg
Education
University of Hartford 2009 — 2011
Bachelor's degree, Corporate Communications - Business
Allison Manning Allison Manning's Merrill Lynch Experience January 2013 - July 2013
Job Accounts Receivable Manager at Alumni Attitude Study
Industry Accounting
Experience
Alumni Attitude Study March 2014 - Present
Alumni Attitude Study January 2014 - Present
Merrill Lynch January 2013 - July 2013
Course Hero, Inc. August 2012 - November 2012
University of Houston, C.T. Bauer College of Business October 2010 - October 2012
Geek Squad October 2007 - October 2010
University of Houston May 2007 - August 2009
Carriage Services August 2007 - July 2008
University of Houston August 2005 - August 2007
University of Houston August 2006 - July 2007
Skills
Microsoft Office, Facebook, SharePoint, Public Relations, YouTube, Remedy, Quickbooks, Salesforce.com, Toolkit, Windows Vista, Windows 7, DOS, Mac OS X, Windows XP Pro, Microsoft Windows 98, Twitter, Pinterest, Advertising, Help Desk Support, Mac OS, Google Docs, Dreamweaver, Cold Calling, CRM, Microsoft Dynamics GP, Salesforce.com..., Dropbox, Google Analytics, Google Groups, Skype
Education
University of Houston
Bachelor of Arts, Public Relations
Mayde Creek High School 2001 — 2005
High School Dipolma
Alumni Attitude Study March 2014 - Present
Alumni Attitude Study January 2014 - Present
Merrill Lynch January 2013 - July 2013
Course Hero, Inc. August 2012 - November 2012
University of Houston, C.T. Bauer College of Business October 2010 - October 2012
Geek Squad October 2007 - October 2010
University of Houston May 2007 - August 2009
Carriage Services August 2007 - July 2008
University of Houston August 2005 - August 2007
University of Houston August 2006 - July 2007
Skills
Microsoft Office, Facebook, SharePoint, Public Relations, YouTube, Remedy, Quickbooks, Salesforce.com, Toolkit, Windows Vista, Windows 7, DOS, Mac OS X, Windows XP Pro, Microsoft Windows 98, Twitter, Pinterest, Advertising, Help Desk Support, Mac OS, Google Docs, Dreamweaver, Cold Calling, CRM, Microsoft Dynamics GP, Salesforce.com..., Dropbox, Google Analytics, Google Groups, Skype
Education
University of Houston
Bachelor of Arts, Public Relations
Mayde Creek High School 2001 — 2005
High School Dipolma
Asim Arshad Asim Arshad's Merrill Lynch Experience April 2005 - August 2005
Job Quality Control Manager at Cablepro LLC
Industry Machinery
Experience
Cablepro LLC October 2008 - July 2015
Methodist Hospital April 2008 - October 2008
Morgan Stanley Investments October 2007 - April 2008
O’Connor & Associates April 2007 - August 2007
Merrill Lynch April 2005 - August 2005
Skills
Microsoft Office, QuickBooks, Finance, Accounts Payable, Invoicing, Management, Data Entry, Accounting, Customer Service, Spreadsheets, Financial Analysis, Microsoft Word
Education
University of Houston 2002 — 2006
Bachelor’s Degree, Finance, General, 3.0
University of Houston 2002 — 2006
Bachelor’s Degree, Marketing, 3.4
Cablepro LLC October 2008 - July 2015
Methodist Hospital April 2008 - October 2008
Morgan Stanley Investments October 2007 - April 2008
O’Connor & Associates April 2007 - August 2007
Merrill Lynch April 2005 - August 2005
Skills
Microsoft Office, QuickBooks, Finance, Accounts Payable, Invoicing, Management, Data Entry, Accounting, Customer Service, Spreadsheets, Financial Analysis, Microsoft Word
Education
University of Houston 2002 — 2006
Bachelor’s Degree, Finance, General, 3.0
University of Houston 2002 — 2006
Bachelor’s Degree, Marketing, 3.4
Michael Severino's Merrill Lynch Experience June 2015 - Present
Job Undergraduate Researcher at Daniel K. Inouye College of Pharmacy
Industry Investment Management
Experience
Merrill Lynch June 2015 - Present
Daniel K. Inouye College of Pharmacy November 2012 - Present
Skills
Data Analysis, Research, Statistics, Field Work, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Management, Event Planning, Leadership, Public Speaking
Education
University of Hawaii at Hilo 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance concentration with a minor in economics
Washington State University 2011 — 2012
Merrill Lynch June 2015 - Present
Daniel K. Inouye College of Pharmacy November 2012 - Present
Skills
Data Analysis, Research, Statistics, Field Work, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Management, Event Planning, Leadership, Public Speaking
Education
University of Hawaii at Hilo 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance concentration with a minor in economics
Washington State University 2011 — 2012
Lindsay Hammond Lindsay Hammond's Merrill Lynch Experience February 2008 - December 2008
Job Account Executive at Standard Hardware
Industry Retail
Experience
Standard Hardware March 2015 - Present
Francescas Collections November 2013 - March 2015
Soma Intimates June 2013 - November 2013
Morgan Stanley Smith Barney February 2009 - March 2012
Houston Bar Association February 2009 - February 2010
Merrill Lynch February 2008 - December 2008
Skills
Fundraising, Wealth Management, Leadership, Salesforce.com, Event Planning, Cold Calling, Social Media, Microsoft Office, Event Management, Customer Service, Sales, Management, Time Management
Education
University of Houston 2006 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
University of Houston 2006 — 2008
BA in Public Relations/Advertising, Public Relations, Advertising, and Applied Communication
Standard Hardware March 2015 - Present
Francescas Collections November 2013 - March 2015
Soma Intimates June 2013 - November 2013
Morgan Stanley Smith Barney February 2009 - March 2012
Houston Bar Association February 2009 - February 2010
Merrill Lynch February 2008 - December 2008
Skills
Fundraising, Wealth Management, Leadership, Salesforce.com, Event Planning, Cold Calling, Social Media, Microsoft Office, Event Management, Customer Service, Sales, Management, Time Management
Education
University of Houston 2006 — 2008
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
University of Houston 2006 — 2008
BA in Public Relations/Advertising, Public Relations, Advertising, and Applied Communication
David Worsham's Merrill Lynch Experience July 2010 - April 2011
Job Owner at InnovaTech Consulting, Inc
Industry Computer Software
Experience
InnovaTech Consulting, Inc April 2011 - Present
Kirby Corporation April 2011 - Present
Merrill Lynch July 2010 - April 2011
Deutsche Bank October 2009 - September 2010
Syntex Solutions October 2008 - November 2009
Pariveda Solutions July 2008 - October 2008
Job Software July 2007 - July 2008
Stewart Transaction Solutions October 2002 - July 2007
Pantellos January 2001 - October 2002
iProperty September 1999 - January 2001
Skills
C#, Microsoft SQL Server, NServiceBus, ServiceStack, NHibernate, Agile Methodologies, Software Development, TDD, T-SQL, XML, SQL, Visual Studio, Test Driven Development, Oracle, SDLC, ASP, SOA, Project Management, E-commerce, .NET, TFS, ASP.NET, Database Design
Education
University of Houston 1992 — 1995
InnovaTech Consulting, Inc April 2011 - Present
Kirby Corporation April 2011 - Present
Merrill Lynch July 2010 - April 2011
Deutsche Bank October 2009 - September 2010
Syntex Solutions October 2008 - November 2009
Pariveda Solutions July 2008 - October 2008
Job Software July 2007 - July 2008
Stewart Transaction Solutions October 2002 - July 2007
Pantellos January 2001 - October 2002
iProperty September 1999 - January 2001
Skills
C#, Microsoft SQL Server, NServiceBus, ServiceStack, NHibernate, Agile Methodologies, Software Development, TDD, T-SQL, XML, SQL, Visual Studio, Test Driven Development, Oracle, SDLC, ASP, SOA, Project Management, E-commerce, .NET, TFS, ASP.NET, Database Design
Education
University of Houston 1992 — 1995
John-Ryan Quick's Merrill Lynch Experience June 2011 - August 2013
Job Business Development Consultant at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2015 - Present
Ridgeline Financial Partners September 2013 - January 2015
Merrill Lynch June 2011 - August 2013
The Fletcher-Terry Company 2010 - 2011
MOREWOOD Bikes Usa 2006 - 2009
Skills
Sales, Social Media Marketing, Retirement Planning, Marketing, Business Planning, Retail, Finance, Marketing Research, Investments, Series 7, Retirement, Mutual Funds, Insurance, Strategic Planning, Asset Allocation
Education
University of Hartford
Bachelor's Degree, Business Administration
Legg Mason January 2015 - Present
Ridgeline Financial Partners September 2013 - January 2015
Merrill Lynch June 2011 - August 2013
The Fletcher-Terry Company 2010 - 2011
MOREWOOD Bikes Usa 2006 - 2009
Skills
Sales, Social Media Marketing, Retirement Planning, Marketing, Business Planning, Retail, Finance, Marketing Research, Investments, Series 7, Retirement, Mutual Funds, Insurance, Strategic Planning, Asset Allocation
Education
University of Hartford
Bachelor's Degree, Business Administration
Anchit Khanna's Merrill Lynch Experience September 2014 - May 2015
Job Equity Research Summer Associate at Capital One
Industry Financial Services
Experience
Capital One June 2015 - Present
Merrill Lynch September 2014 - May 2015
Olympus Text Book Brokers April 2014 - September 2014
VLM Investments Inc. June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, Market Research, Business Planning, Analysis
Education
University of Houston 2013 — 2017
Bachelor's Degree, Accounting and Finance
DeBakey High School 2009 — 2013
Capital One June 2015 - Present
Merrill Lynch September 2014 - May 2015
Olympus Text Book Brokers April 2014 - September 2014
VLM Investments Inc. June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, Market Research, Business Planning, Analysis
Education
University of Houston 2013 — 2017
Bachelor's Degree, Accounting and Finance
DeBakey High School 2009 — 2013
Sara Messinger's Merrill Lynch Experience May 2008 - August 2008
Job Finance
Industry Logistics and Supply Chain
Experience
McMaster-Carr August 2011 - Present
State Farm Insurance July 2010 - July 2011
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Insurance, Financial Analysis, Microsoft Excel, Sales, Social Media, Marketing, Account Reconciliation, Microsoft Office, Accounting, Business Strategy, Leadership, Business Development, PowerPoint, Customer Service, Analysis, Management
Education
Binghamton University, SUNY 2010 — 2011
MBA
University of Hartford 2006 — 2010
Bachelor of Science (B.S.), Business Administration; Finance/Insurance
McMaster-Carr August 2011 - Present
State Farm Insurance July 2010 - July 2011
Merrill Lynch May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Insurance, Financial Analysis, Microsoft Excel, Sales, Social Media, Marketing, Account Reconciliation, Microsoft Office, Accounting, Business Strategy, Leadership, Business Development, PowerPoint, Customer Service, Analysis, Management
Education
Binghamton University, SUNY 2010 — 2011
MBA
University of Hartford 2006 — 2010
Bachelor of Science (B.S.), Business Administration; Finance/Insurance
Lindsay Stoisits Lindsay Stoisits's Merrill Lynch Experience August 2009 - December 2009
Job Accountant at Partin and Associates, PC Certified Public Accountants
Industry Accounting
Experience
Partin & Associates, PC July 2012 - January 2015
Eagle Electronics Resources July 2011 - July 2012
Merrill Lynch August 2009 - December 2009
Skills
Creative Solutions..., Sage 300 ERP, Realpage Leasing and..., Realpage Onesite..., Accounts Payable, Accounts Receivable, QuickBooks, Peachtree, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Close Attention to..., Precise, Learning Quickly, Records Management
Education
University of Houston 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
Partin & Associates, PC July 2012 - January 2015
Eagle Electronics Resources July 2011 - July 2012
Merrill Lynch August 2009 - December 2009
Skills
Creative Solutions..., Sage 300 ERP, Realpage Leasing and..., Realpage Onesite..., Accounts Payable, Accounts Receivable, QuickBooks, Peachtree, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Close Attention to..., Precise, Learning Quickly, Records Management
Education
University of Houston 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
Brent Johnson, CFA, CFP (R) Brent Johnson, CFA, CFP (R)'s Merrill Lynch Experience May 2002 - March 2004
Job Financial Advisor at Woodbury Financial Services
Industry Financial Services
Experience
Wealth Design Group 2006 - July 2010
Merrill Lynch May 2002 - March 2004
Compaq Computer May 1998 - October 2001
Skills
Retirement Planning, Strategic Financial..., Strategy, Business Development, Investments, Entrepreneurship, Small Business, Management, Finance, Wealth, Securities, Strategic Planning, Financial Advisory, Employee Benefits, Mergers & Acquisitions, Wealth Management, New Business Development, Credit, Leadership, Retirement, Managerial Finance, Business Planning, Asset Management, Estate Planning, Financial Modeling
Education
University of Houston 1991 — 1994
MBA, Finance, Marketing
Wealth Design Group 2006 - July 2010
Merrill Lynch May 2002 - March 2004
Compaq Computer May 1998 - October 2001
Skills
Retirement Planning, Strategic Financial..., Strategy, Business Development, Investments, Entrepreneurship, Small Business, Management, Finance, Wealth, Securities, Strategic Planning, Financial Advisory, Employee Benefits, Mergers & Acquisitions, Wealth Management, New Business Development, Credit, Leadership, Retirement, Managerial Finance, Business Planning, Asset Management, Estate Planning, Financial Modeling
Education
University of Houston 1991 — 1994
MBA, Finance, Marketing
Lucy Rogers Lucy Rogers's Merrill Lynch Experience March 2009 - September 2014
Job Support Team at IT Job Pro ( ITJobPro.com)
Industry Information Technology and Services
Experience
IT Job Pro ( ITJobPro.com) September 2014 - Present
Merrill Lynch March 2009 - September 2014
Bank of America November 2007 - January 2009
Skills
Customer Support, Administrative..., Microsoft Word, Customer Service, Teamwork, Microsoft Office, Time Management
Education
University of Houston
Bachelor's degree, Information Technology
IT Job Pro ( ITJobPro.com) September 2014 - Present
Merrill Lynch March 2009 - September 2014
Bank of America November 2007 - January 2009
Skills
Customer Support, Administrative..., Microsoft Word, Customer Service, Teamwork, Microsoft Office, Time Management
Education
University of Houston
Bachelor's degree, Information Technology
Diane M. Kimura Diane M. Kimura's Merrill Lynch Experience May 1985 - Present
Job Senior Vice President Wealth Management | Wealth Management Advisor | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1985 - Present
Easter Seals Hawaii 2011 - 2012
Shriners Hospitals for Children 2008 - 2010
Liberty House of Hawaii 1977 - 1984
Skills
Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, Financial Modeling, Risk Management, Mutual Funds, Investments, Estate Planning, Asset Managment, Succession Planning, Mergers, Investment Banking, Long-term Care, 401k, Series 63, Portfolio Management, Alternative Investments, Asset Management, Retirement, Retirement Planning, FINRA, Financial Services, Fixed Income, Investment Strategies, Bonds, Investment Management, Wealth, IRAs, Uniform Combined State..., Equities, Wealth Management..., Mergers & Acquisitions, Securities, ETFs, Series 65, Fixed Annuities, Series 24, Hedge Funds, Series 6, Private Banking, Private Equity, Relationship Management, Derivatives, Financial Markets, Capital Markets, Separately Managed..., Trading
Education
University of Hawaii at Manoa 1973 — 1977
Punahou 1962 — 1973
Merrill Lynch May 1985 - Present
Easter Seals Hawaii 2011 - 2012
Shriners Hospitals for Children 2008 - 2010
Liberty House of Hawaii 1977 - 1984
Skills
Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Investment Advisory, Financial Advisory, Financial Modeling, Risk Management, Mutual Funds, Investments, Estate Planning, Asset Managment, Succession Planning, Mergers, Investment Banking, Long-term Care, 401k, Series 63, Portfolio Management, Alternative Investments, Asset Management, Retirement, Retirement Planning, FINRA, Financial Services, Fixed Income, Investment Strategies, Bonds, Investment Management, Wealth, IRAs, Uniform Combined State..., Equities, Wealth Management..., Mergers & Acquisitions, Securities, ETFs, Series 65, Fixed Annuities, Series 24, Hedge Funds, Series 6, Private Banking, Private Equity, Relationship Management, Derivatives, Financial Markets, Capital Markets, Separately Managed..., Trading
Education
University of Hawaii at Manoa 1973 — 1977
Punahou 1962 — 1973
Press Fitzpatrick Press Fitzpatrick's Merrill Lynch Experience June 1993 - July 1996
Job Executive SearchFinancial Services
Industry Financial Services
Experience
Fitzpatrick Associates Executive Search LLC December 1999 - Present
Lucas Group November 1996 - November 1999
Merrill Lynch June 1993 - July 1996
Education
University of Hartford 1989 — 1993
Bachelor of Arts, Political Economy
Fitzpatrick Associates Executive Search LLC December 1999 - Present
Lucas Group November 1996 - November 1999
Merrill Lynch June 1993 - July 1996
Education
University of Hartford 1989 — 1993
Bachelor of Arts, Political Economy
Geovanni Martinez Jr Geovanni Martinez Jr's Merrill Lynch Experience March 2003 - May 2006
Job Global Finance and QMS Manager at Endofa
Industry Financial Services
Experience
Endofa September 2014 - Present
Endofa September 2012 - September 2014
JPMorgan Chase March 2012 - January 2013
JP Morgan Chase March 2011 - March 2012
JPMorgan Chase May 2006 - March 2011
Merrill Lynch March 2003 - May 2006
Skills
Finance, Risk Management, Banking, Financial Analysis, Credit Analysis, Corporate Finance, Quality Management, ISO, Commodity Risk..., Commodity, Financial Reporting, Structured Commodity...
Education
University of Houston 2002 — 2006
BBA, International Business
Endofa September 2014 - Present
Endofa September 2012 - September 2014
JPMorgan Chase March 2012 - January 2013
JP Morgan Chase March 2011 - March 2012
JPMorgan Chase May 2006 - March 2011
Merrill Lynch March 2003 - May 2006
Skills
Finance, Risk Management, Banking, Financial Analysis, Credit Analysis, Corporate Finance, Quality Management, ISO, Commodity Risk..., Commodity, Financial Reporting, Structured Commodity...
Education
University of Houston 2002 — 2006
BBA, International Business
Nick Gold Nick Gold's Merrill Lynch Experience 1996 - January 1999
Job Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
Go For The Gold Fitness November 2014 - Present
Accenture August 2001 - April 2014
BMG Columbia House January 1999 - June 2001
Merrill Lynch 1996 - January 1999
The Copeland Companies (CitiStreet) 1992 - 1996
Education
University of Hartford 1981 — 1985
BS, Accounting
Go For The Gold Fitness November 2014 - Present
Accenture August 2001 - April 2014
BMG Columbia House January 1999 - June 2001
Merrill Lynch 1996 - January 1999
The Copeland Companies (CitiStreet) 1992 - 1996
Education
University of Hartford 1981 — 1985
BS, Accounting
Joshua Espinedo Joshua Espinedo's Merrill Lynch Experience June 2010 - Present
Job Global Wealth Management Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2010 - Present
Hines August 2003 - December 2009
Skills
Investments, Financial Modeling, Financial Analysis, Finance, Budgets, Leadership, Mutual Funds, Project Management, Strategic Financial..., Strategic Planning, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
M.B.A.
University of Houston 1998 — 2003
B.A., Corporate Communications/Psychology
Merrill Lynch June 2010 - Present
Hines August 2003 - December 2009
Skills
Investments, Financial Modeling, Financial Analysis, Finance, Budgets, Leadership, Mutual Funds, Project Management, Strategic Financial..., Strategic Planning, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
M.B.A.
University of Houston 1998 — 2003
B.A., Corporate Communications/Psychology
Carlo Salinas Carlo Salinas's Merrill Lynch Experience June 2006 - November 2006
Job Planning and Programs Analyst, Aramco Services Company
Industry Oil & Energy
Experience
Aramco Services Company April 2014 - Present
Gexa Energy April 2013 - April 2014
Gexa Energy May 2010 - March 2013
Gexa Energy November 2007 - May 2010
Merrill Lynch June 2006 - November 2006
Skills
Finance, Microsoft Excel, Analysis, Process Improvement, Energy, Access, Business Process..., Outlook, Visio, Excel, Microsoft Office, Problem Solving, SQL, Software Documentation, Business Analysis, Microsoft Word, PowerPoint, Word, Statistics, Documentation, Risk Analysis, Salesforce.com, Project Management, Forecasting, Intercultural..., Cross-cultural..., Influence Others, Negotiation
Education
University of Houston 2005 — 2007
Bachelors, Finance
Aramco Services Company April 2014 - Present
Gexa Energy April 2013 - April 2014
Gexa Energy May 2010 - March 2013
Gexa Energy November 2007 - May 2010
Merrill Lynch June 2006 - November 2006
Skills
Finance, Microsoft Excel, Analysis, Process Improvement, Energy, Access, Business Process..., Outlook, Visio, Excel, Microsoft Office, Problem Solving, SQL, Software Documentation, Business Analysis, Microsoft Word, PowerPoint, Word, Statistics, Documentation, Risk Analysis, Salesforce.com, Project Management, Forecasting, Intercultural..., Cross-cultural..., Influence Others, Negotiation
Education
University of Houston 2005 — 2007
Bachelors, Finance
Chris Doxey Chris Doxey's Merrill Lynch Experience October 2009 - January 2012
Job DFW Area Sales Manager, Senior VP, Private Wealth Management
Industry Banking
Experience
Regions Bank March 2015 - Present
BBVA Compass January 2012 - March 2015
Merrill Lynch October 2009 - January 2012
Morgan Stanley September 2004 - October 2009
Wells Fargo October 2001 - September 2004
Skills
Banking, Management, Loans, Credit, Leadership, Portfolio Management, Risk Management, Commercial Banking, Credit Analysis, Sales
Education
University of Houston 1988 — 1991
Bachelor of Science (B.S.), Economics
Regions Bank March 2015 - Present
BBVA Compass January 2012 - March 2015
Merrill Lynch October 2009 - January 2012
Morgan Stanley September 2004 - October 2009
Wells Fargo October 2001 - September 2004
Skills
Banking, Management, Loans, Credit, Leadership, Portfolio Management, Risk Management, Commercial Banking, Credit Analysis, Sales
Education
University of Houston 1988 — 1991
Bachelor of Science (B.S.), Economics
Kevin Fung Kevin Fung's Merrill Lynch Experience August 2012 - December 2012
Job Blue Planet Surf Hawaii's SUP HQ
Industry Sporting Goods
Experience
Blue Planet Surf Gear March 2013 - Present
Keventerprises January 2012 - Present
Honolulu Galaxy Futbol Club January 2013 - Present
Greenhouse Hawaii January 2010 - June 2015
Merrill Lynch August 2012 - December 2012
Genki Sushi May 2010 - December 2012
USRA January 2000 - June 2008
Skills
Management, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Research, Public Speaking, Cooking, Business, Social Networking, Event Planning, Social Media Marketing, Soccer, Surfing, Eating, Building, DIY, Video Production, Video Editing, Project Planning, Stocks, Business Analysis, Advertising, Financial Analysis, Accounting, Data Analysis, Business Strategy, Business Development, Business Planning, Customer Service, Coaching, New Business Development, Graphic Design, Entrepreneurship, E-commerce, Property Management, Financial Reporting, Graphics, Illustrator, Sales Operations, Outsourcing, Quality Management, Retail, Sales, Teamwork, Windows XP, Youth Development, Sales Management, Time Management, Photoshop
Education
University of Hawaii at Manoa 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Iolani School 2004 — 2008
High School Diploma, General Ed.
Blue Planet Surf Gear March 2013 - Present
Keventerprises January 2012 - Present
Honolulu Galaxy Futbol Club January 2013 - Present
Greenhouse Hawaii January 2010 - June 2015
Merrill Lynch August 2012 - December 2012
Genki Sushi May 2010 - December 2012
USRA January 2000 - June 2008
Skills
Management, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Research, Public Speaking, Cooking, Business, Social Networking, Event Planning, Social Media Marketing, Soccer, Surfing, Eating, Building, DIY, Video Production, Video Editing, Project Planning, Stocks, Business Analysis, Advertising, Financial Analysis, Accounting, Data Analysis, Business Strategy, Business Development, Business Planning, Customer Service, Coaching, New Business Development, Graphic Design, Entrepreneurship, E-commerce, Property Management, Financial Reporting, Graphics, Illustrator, Sales Operations, Outsourcing, Quality Management, Retail, Sales, Teamwork, Windows XP, Youth Development, Sales Management, Time Management, Photoshop
Education
University of Hawaii at Manoa 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Iolani School 2004 — 2008
High School Diploma, General Ed.
Brian Fischoff Brian Fischoff's Merrill Lynch Experience February 2011 - January 2012
Job Media Planner at ZenithOptimediaDirect
Industry Marketing and Advertising
Experience
ZenithOptimedia January 2013 - Present
Merrill Lynch February 2011 - January 2012
Merrill Lynch October 2009 - February 2011
Skills
Microsoft Office, Social Media, Financial Modeling, Microsoft Excel, PowerPoint, Marketing Strategy, Data Analysis, Microsoft Word, Marketing, Event Planning, Outlook, Social Networking, Customer Service, Facebook, Management, Leadership, Social Media Marketing, Advertising, Sales, Marketing Communications, Account Management
Education
University of Hartford 2004 — 2008
Bachelor of Science in Business Administration, Business Management
ZenithOptimedia January 2013 - Present
Merrill Lynch February 2011 - January 2012
Merrill Lynch October 2009 - February 2011
Skills
Microsoft Office, Social Media, Financial Modeling, Microsoft Excel, PowerPoint, Marketing Strategy, Data Analysis, Microsoft Word, Marketing, Event Planning, Outlook, Social Networking, Customer Service, Facebook, Management, Leadership, Social Media Marketing, Advertising, Sales, Marketing Communications, Account Management
Education
University of Hartford 2004 — 2008
Bachelor of Science in Business Administration, Business Management
Natalie Kotyck's Merrill Lynch Experience 1987 - 1990
Job
Industry Financial Services
Experience
EqueTech Consulting Inc. January 2014 - Present
Peace Valley Ranch Ltd. 2000 - Present
EqueTech Consulting Inc. January 2014 - Present
SunGard April 2011 - January 2013
Stratix Consulting January 2006 - April 2011
Stratix Consulting January 2003 - January 2006
E*Trade Canada 1993 - 2003
Lowen Ondaatje McCutcheon 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Project Management, SDLC, Business Strategy, IT Strategy, Solution Architecture, Financial Services, Strategic Planning, Sourcing, Business Analysis, Business Process..., Requirements Analysis, Business Process, Management Consulting, Software Project..., Business Transformation, Project Portfolio..., Strategy, Capital Markets, Requirements Gathering
Education
University of Guelph 1985 — 1987
BA
EqueTech Consulting Inc. January 2014 - Present
Peace Valley Ranch Ltd. 2000 - Present
EqueTech Consulting Inc. January 2014 - Present
SunGard April 2011 - January 2013
Stratix Consulting January 2006 - April 2011
Stratix Consulting January 2003 - January 2006
E*Trade Canada 1993 - 2003
Lowen Ondaatje McCutcheon 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Project Management, SDLC, Business Strategy, IT Strategy, Solution Architecture, Financial Services, Strategic Planning, Sourcing, Business Analysis, Business Process..., Requirements Analysis, Business Process, Management Consulting, Software Project..., Business Transformation, Project Portfolio..., Strategy, Capital Markets, Requirements Gathering
Education
University of Guelph 1985 — 1987
BA
Heidi Castillo's Merrill Lynch Experience July 2011 - October 2011
Job Sr Data Analyst at Enterprise Products
Industry Information Technology and Services
Experience
Enterprise Products April 2012 - Present
Valerus October 2011 - April 2012
Merrill Lynch July 2011 - October 2011
Cardinal Health February 2008 - July 2011
Tesco Corporation March 2007 - January 2008
New Century Mortgage August 2006 - March 2007
MD Anderson Cancer Center May 2003 - August 2006
Skills
SQL, ETL, Data Warehouse..., Kimball Methodology, Inmon, C#, Data Modeling, Database Design, Microsoft SQL Server, SSIS, SSRS
Education
University of Houston
Management Information Systems
Enterprise Products April 2012 - Present
Valerus October 2011 - April 2012
Merrill Lynch July 2011 - October 2011
Cardinal Health February 2008 - July 2011
Tesco Corporation March 2007 - January 2008
New Century Mortgage August 2006 - March 2007
MD Anderson Cancer Center May 2003 - August 2006
Skills
SQL, ETL, Data Warehouse..., Kimball Methodology, Inmon, C#, Data Modeling, Database Design, Microsoft SQL Server, SSIS, SSRS
Education
University of Houston
Management Information Systems
Agha Akmal's Merrill Lynch Experience August 1999 - July 2000
Job Test Lead Web Services at WellsFargo Advisors
Industry Computer Software
Experience
WellsFargo Advisors May 2010 - Present
Bank of America April 2009 - May 2010
Wachovia, A Wells Fargo Company March 2008 - February 2009
Lowe's Home Improvement June 2007 - March 2008
Wachovia, A Wells Fargo Company March 2003 - June 2007
MERCK-MEDCO HEALTH SOLUTIONS June 2002 - February 2003
MCKINSEY & COMPANY August 2000 - May 2002
MERRILL LYNCH August 1999 - July 2000
JANSSEN PHARMACEUTICA September 1998 - July 1999
COMPUTER ASSOCIATES September 1996 - August 1998
Education
University of Houston
BS, Electrical Engineering
WellsFargo Advisors May 2010 - Present
Bank of America April 2009 - May 2010
Wachovia, A Wells Fargo Company March 2008 - February 2009
Lowe's Home Improvement June 2007 - March 2008
Wachovia, A Wells Fargo Company March 2003 - June 2007
MERCK-MEDCO HEALTH SOLUTIONS June 2002 - February 2003
MCKINSEY & COMPANY August 2000 - May 2002
MERRILL LYNCH August 1999 - July 2000
JANSSEN PHARMACEUTICA September 1998 - July 1999
COMPUTER ASSOCIATES September 1996 - August 1998
Education
University of Houston
BS, Electrical Engineering
Clifton Sanford's Merrill Lynch Experience February 2013 - Present
Job VP Technology Project Consultant, Capital Markets at Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch February 2013 - Present
Halliburton April 2011 - February 2013
NCI Building Systems April 2008 - April 2011
Cornell Companies February 2004 - April 2008
PSC 2001 - 2003
Waste Management 1997 - 2000
Service Corporation Int'l 1997 - 1999
Skills
Process Improvement, Change Management, Project Management, Business Process..., Program Management, Project Planning, Team Leadership, Management Consulting, SDLC, Business Development, Negotiation, Software Documentation, Strategic Planning, Leadership, Business Strategy, Procurement, IT Management, Visio, Project Coordination, Analysis, Management, PMP, Requirements Gathering, Process Engineering, Business Analysis, Contract Negotiation, Six Sigma, Vendor Management, Team Building, Logistics, Financial Reporting, Manufacturing, SAP, Strategy, IT Strategy, PMO, Risk Management, Mergers & Acquisitions, Financial Analysis, Project Portfolio..., ERP, Software Project..., Risk Assessment, Contract Management, Quality Management, Budgets, MS Project, Forecasting, SharePoint, Quality Assurance
Education
University of Houston 1993 — 1996
Bachelor, Finance
Merrill Lynch February 2013 - Present
Halliburton April 2011 - February 2013
NCI Building Systems April 2008 - April 2011
Cornell Companies February 2004 - April 2008
PSC 2001 - 2003
Waste Management 1997 - 2000
Service Corporation Int'l 1997 - 1999
Skills
Process Improvement, Change Management, Project Management, Business Process..., Program Management, Project Planning, Team Leadership, Management Consulting, SDLC, Business Development, Negotiation, Software Documentation, Strategic Planning, Leadership, Business Strategy, Procurement, IT Management, Visio, Project Coordination, Analysis, Management, PMP, Requirements Gathering, Process Engineering, Business Analysis, Contract Negotiation, Six Sigma, Vendor Management, Team Building, Logistics, Financial Reporting, Manufacturing, SAP, Strategy, IT Strategy, PMO, Risk Management, Mergers & Acquisitions, Financial Analysis, Project Portfolio..., ERP, Software Project..., Risk Assessment, Contract Management, Quality Management, Budgets, MS Project, Forecasting, SharePoint, Quality Assurance
Education
University of Houston 1993 — 1996
Bachelor, Finance
Harry Stengel's Merrill Lynch Experience August 2007 - Present
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Citi 2006 - 2007
Citigroup 2006 - 2007
Advest, Inc 2002 - 2006
Prudential Securities 1985 - 2001
Skills
Series 7, Business Analysis, Strategic Planning, Securities, Fixed Income, Series 63, Equities, Mutual Funds, Wealth Management, Capital Markets, Hedge Funds, Series 65, Investments, Portfolio Management, Middle Office, Derivatives, Alternative Investments, Series 24, Financial Services, FINRA, Prime Brokerage, Back Office, Asset Allocation, Bonds, Bloomberg, Settlement, Trading Systems, Options, ETFs
Education
University of Hartford 1975 — 1979
Bachelor of Science (BS), Finance and Economics
Merrill Lynch August 2007 - Present
Citi 2006 - 2007
Citigroup 2006 - 2007
Advest, Inc 2002 - 2006
Prudential Securities 1985 - 2001
Skills
Series 7, Business Analysis, Strategic Planning, Securities, Fixed Income, Series 63, Equities, Mutual Funds, Wealth Management, Capital Markets, Hedge Funds, Series 65, Investments, Portfolio Management, Middle Office, Derivatives, Alternative Investments, Series 24, Financial Services, FINRA, Prime Brokerage, Back Office, Asset Allocation, Bonds, Bloomberg, Settlement, Trading Systems, Options, ETFs
Education
University of Hartford 1975 — 1979
Bachelor of Science (BS), Finance and Economics
Lawrence Bang's Merrill Lynch Experience June 2004 - August 2004
Job Project Accountant at Cameron
Industry Accounting
Experience
Cameron November 2013 - Present
Walter P Moore July 2012 - October 2013
One Source Building Technologies March 2012 - July 2012
Walter P Moore October 2011 - March 2012
Accudata Systems, Inc. April 2006 - May 2010
Merrill Lynch June 2004 - August 2004
Skills
Accounting, Project Accounting, Account Reconciliation, Financial Analysis, Accounts Receivable, Invoicing, General Ledger, Cash Flow, Analysis, Financial Statements, Financial Accounting, Process Improvement, Journal Entries, Great Plains Software, Management, Finance, Accruals, Bank Reconciliation, Balance, Sarbanes-Oxley Act, Sales Tax, Payroll, Time Management, Microsoft Excel, Microsoft Dynamics GP
Education
University of Houston 2001 — 2005
Bachelor of Business Administration, Finance
Cameron November 2013 - Present
Walter P Moore July 2012 - October 2013
One Source Building Technologies March 2012 - July 2012
Walter P Moore October 2011 - March 2012
Accudata Systems, Inc. April 2006 - May 2010
Merrill Lynch June 2004 - August 2004
Skills
Accounting, Project Accounting, Account Reconciliation, Financial Analysis, Accounts Receivable, Invoicing, General Ledger, Cash Flow, Analysis, Financial Statements, Financial Accounting, Process Improvement, Journal Entries, Great Plains Software, Management, Finance, Accruals, Bank Reconciliation, Balance, Sarbanes-Oxley Act, Sales Tax, Payroll, Time Management, Microsoft Excel, Microsoft Dynamics GP
Education
University of Houston 2001 — 2005
Bachelor of Business Administration, Finance
Todd Etheridge's Merrill Lynch Experience June 1997 - August 1999
Job Director of Client Management
Industry Insurance
Experience
Unum August 2010 - Present
Sun Life Financial August 2003 - August 2010
Sun Life Financial August 1999 - August 2003
Merrill Lynch June 1997 - August 1999
TD Canada Trust May 1988 - May 1997
Skills
Mutual Funds, Disability Insurance, Insurance, Investments, Finance, CRM, Employee Benefits, Bonds, Loans, Life Insurance, Health Insurance, Underwriting
Education
University of Guelph 1987 — 1991
BA, Political Science
Unum August 2010 - Present
Sun Life Financial August 2003 - August 2010
Sun Life Financial August 1999 - August 2003
Merrill Lynch June 1997 - August 1999
TD Canada Trust May 1988 - May 1997
Skills
Mutual Funds, Disability Insurance, Insurance, Investments, Finance, CRM, Employee Benefits, Bonds, Loans, Life Insurance, Health Insurance, Underwriting
Education
University of Guelph 1987 — 1991
BA, Political Science
Mark Futtner's Merrill Lynch Experience December 2007 - December 2009
Job The Computer Merchant assigned as a Business Analyst at CSC
Industry Computer Software
Experience
The Computer Merchant March 2015 - Present
Symetra Financial June 2014 - January 2015
Vertex November 2006 - January 2015
Ohio National Financial Services April 2013 - February 2014
Security Benefit September 2012 - December 2012
Andesa Services, Inc. June 2012 - September 2012
Transamerica/AEGON March 2012 - May 2012
Andesa Services, Inc. May 2010 - February 2012
Merrill Lynch December 2007 - December 2009
AdminServer August 2007 - December 2007
Skills
SDLC, Business Analysis, New Business Development, Life Insurance, Fixed Annuities, Variable Annuities, Variable Life, Requirements Analysis, Requirements Gathering, Quality Assurance, User Acceptance Testing, Test Planning, Test Cases, System Testing, Manual Testing, Requirements..., Defect Tracking, Mutual Funds, Series 6, Software Project..., Testing, Software Documentation, Business Requirements, Analysis
Education
University of Hartford 1977 — 1981
BS
The Computer Merchant March 2015 - Present
Symetra Financial June 2014 - January 2015
Vertex November 2006 - January 2015
Ohio National Financial Services April 2013 - February 2014
Security Benefit September 2012 - December 2012
Andesa Services, Inc. June 2012 - September 2012
Transamerica/AEGON March 2012 - May 2012
Andesa Services, Inc. May 2010 - February 2012
Merrill Lynch December 2007 - December 2009
AdminServer August 2007 - December 2007
Skills
SDLC, Business Analysis, New Business Development, Life Insurance, Fixed Annuities, Variable Annuities, Variable Life, Requirements Analysis, Requirements Gathering, Quality Assurance, User Acceptance Testing, Test Planning, Test Cases, System Testing, Manual Testing, Requirements..., Defect Tracking, Mutual Funds, Series 6, Software Project..., Testing, Software Documentation, Business Requirements, Analysis
Education
University of Hartford 1977 — 1981
BS
Brian Fischoff's Merrill Lynch Experience October 2009 - Present
Job Client Data Analyst
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Atlantic Records January 2009 - May 2009
Radio Disney September 2007 - December 2007
Education
University of Hartford 2004 — 2008
Merrill Lynch October 2009 - Present
Atlantic Records January 2009 - May 2009
Radio Disney September 2007 - December 2007
Education
University of Hartford 2004 — 2008
Hang Hua's Merrill Lynch Experience January 2003 - October 2008
Job .
Industry Executive Office
Experience
VSM & Companies November 2008 - Present
Allonhill April 2008 - July 2014
Dynastar Energy February 2009 - October 2011
Merrill Lynch January 2003 - October 2008
Skills
Process Improvement, Organizational..., Strategic Planning, Operations Management, Team Building, Coaching, Start-ups, Finance, Budgets, Executive Management, Financial Analysis, Leadership, Project Management, Due Diligence, Risk Management, Change Management, New Business Development, Mergers, Management, Mortgage Lending, Business Process..., Mergers & Acquisitions, Sales, Banking, Human Resources, Management Consulting, Team Leadership, Contract Negotiation, Recruiting, Marketing Strategy, Financial Reporting, Analysis, Business Development, Entrepreneurship, Business Strategy, Strategy, Forecasting, Small Business, Business Planning, Cross-functional Team..., Account Management, Time Management, Business Analysis, CRM, Marketing, Program Management, Negotiation, Training, Competitive Analysis, Sales Management
Education
University of Houston
BA, Management
VSM & Companies November 2008 - Present
Allonhill April 2008 - July 2014
Dynastar Energy February 2009 - October 2011
Merrill Lynch January 2003 - October 2008
Skills
Process Improvement, Organizational..., Strategic Planning, Operations Management, Team Building, Coaching, Start-ups, Finance, Budgets, Executive Management, Financial Analysis, Leadership, Project Management, Due Diligence, Risk Management, Change Management, New Business Development, Mergers, Management, Mortgage Lending, Business Process..., Mergers & Acquisitions, Sales, Banking, Human Resources, Management Consulting, Team Leadership, Contract Negotiation, Recruiting, Marketing Strategy, Financial Reporting, Analysis, Business Development, Entrepreneurship, Business Strategy, Strategy, Forecasting, Small Business, Business Planning, Cross-functional Team..., Account Management, Time Management, Business Analysis, CRM, Marketing, Program Management, Negotiation, Training, Competitive Analysis, Sales Management
Education
University of Houston
BA, Management
Ravindra (Raj) Patel's Merrill Lynch Experience November 2013 - November 2014
Job Systems Analyst & IT technical Developer
Industry Computer Software
Experience
Merrill Lynch November 2013 - November 2014
Senior technical consultant June 2013 - October 2013
Project Manager- IT technical consultant November 2012 - May 2013
Citibank Warren, NJ November 2011 - June 2012
Merrill Lynch January 2011 - August 2011
Verizon Telecom May 2010 - July 2010
Verizon Wireless (Worldwide Wireless) September 2008 - December 2009
Routedata Inc July 1995 - December 2009
EJR computer Associates July 1989 - July 1995
Skills
COBOLII, CICS, DB2, SQL DB2, FTP software, NDM, FILEAID, ENDEVER, CHANGEMAN, JCL, Datacom, IMS, z/OS, VSAM, Software Development, SDLC, IMS DB/DC, COBOL, Requirements Analysis, Fileaid, Management, Mainframe, Business Requirements, Serena Changeman, MVS
Education
University of Hertfordshire 1978 — 1982
Bsc, Computer Science
Loxford high School , London,England
A levels
Merrill Lynch November 2013 - November 2014
Senior technical consultant June 2013 - October 2013
Project Manager- IT technical consultant November 2012 - May 2013
Citibank Warren, NJ November 2011 - June 2012
Merrill Lynch January 2011 - August 2011
Verizon Telecom May 2010 - July 2010
Verizon Wireless (Worldwide Wireless) September 2008 - December 2009
Routedata Inc July 1995 - December 2009
EJR computer Associates July 1989 - July 1995
Skills
COBOLII, CICS, DB2, SQL DB2, FTP software, NDM, FILEAID, ENDEVER, CHANGEMAN, JCL, Datacom, IMS, z/OS, VSAM, Software Development, SDLC, IMS DB/DC, COBOL, Requirements Analysis, Fileaid, Management, Mainframe, Business Requirements, Serena Changeman, MVS
Education
University of Hertfordshire 1978 — 1982
Bsc, Computer Science
Loxford high School , London,England
A levels
Scott Dozier's Merrill Lynch Experience December 2004 - June 2007
Job Vice President of Sales and Marketing at Alliance Benefit Group of Houston
Industry Financial Services
Experience
Alliance Benefit Group of Houston March 2013 - Present
Fidelity Investments October 2010 - March 2013
Houston Wealth Strategies May 2009 - October 2010
LPL Financial June 2007 - October 2010
Sterling Bank June 2007 - May 2009
Merrill Lynch December 2004 - June 2007
Skills
Wealth Management, Investments, Mutual Funds, Investment Advisory, Retirement Planning, 401k, Employee Benefits, Retirement, Asset Management, Portfolio Management, Strategic Financial..., Customer Service, Series 7, Retirement Plan..., Qualified Retirement..., Financial Advisory, Finance, Defined Benefit, Asset Allocation, Series 63, Securities, Alternative Investments, Uniform Combined State..., Financial Planning
Education
University of Houston 1993 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Alliance Benefit Group of Houston March 2013 - Present
Fidelity Investments October 2010 - March 2013
Houston Wealth Strategies May 2009 - October 2010
LPL Financial June 2007 - October 2010
Sterling Bank June 2007 - May 2009
Merrill Lynch December 2004 - June 2007
Skills
Wealth Management, Investments, Mutual Funds, Investment Advisory, Retirement Planning, 401k, Employee Benefits, Retirement, Asset Management, Portfolio Management, Strategic Financial..., Customer Service, Series 7, Retirement Plan..., Qualified Retirement..., Financial Advisory, Finance, Defined Benefit, Asset Allocation, Series 63, Securities, Alternative Investments, Uniform Combined State..., Financial Planning
Education
University of Houston 1993 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jennifer Kang's Merrill Lynch Experience August 2009 - September 2010
Job Financial Advisor at Merrill Lynch Pierce Fenner & Smith
Industry Financial Services
Experience
Merrill Lynch, Wealth Management January 2012 - Present
Merrill Edge September 2010 - January 2012
Merrill Lynch August 2009 - September 2010
Merrill Lynch December 2006 - February 2009
Skills
Series 7, Series 66, Insurance, Financial Planning
Education
University of Hawaii - College of Business Administration 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Narbonne High School 1997 — 2001
Merrill Lynch, Wealth Management January 2012 - Present
Merrill Edge September 2010 - January 2012
Merrill Lynch August 2009 - September 2010
Merrill Lynch December 2006 - February 2009
Skills
Series 7, Series 66, Insurance, Financial Planning
Education
University of Hawaii - College of Business Administration 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Narbonne High School 1997 — 2001
Duane Bolpa's Merrill Lynch Experience August 2007 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Skills
Retirement Planning, Retirement, Estate Planning, Asset Management, Mutual Funds, Financial Analysis, Asset Allocation, Series 7, Series 63, Investments, Banking, Strategic Financial..., 401k, Risk Management, Commercial Lending, Accounting, Strategic Planning, Financial Modeling, Finance, Microsoft Excel, Salesforce.com, PowerPoint, Private Equity, Insurance
Education
University of Houston 1995 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Merrill Lynch August 2007 - Present
Skills
Retirement Planning, Retirement, Estate Planning, Asset Management, Mutual Funds, Financial Analysis, Asset Allocation, Series 7, Series 63, Investments, Banking, Strategic Financial..., 401k, Risk Management, Commercial Lending, Accounting, Strategic Planning, Financial Modeling, Finance, Microsoft Excel, Salesforce.com, PowerPoint, Private Equity, Insurance
Education
University of Houston 1995 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Helen Abe's Merrill Lynch Experience October 2009 - Present
Job Vice President and Wealth Management at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2009 - Present
Morgan Stanley February 1992 - October 2009
Morgan Stanley 1992 - October 2009
Education
Galileo High School
University of Hawaii at Manoa
Merrill Lynch October 2009 - Present
Morgan Stanley February 1992 - October 2009
Morgan Stanley 1992 - October 2009
Education
Galileo High School
University of Hawaii at Manoa
David Faraca's Merrill Lynch Experience September 1993 - May 2002
Job Owner, Independence Mortgage Group
Industry Financial Services
Experience
Independence Mortgage Group August 2007 - Present
American Home Mortgage December 2002 - August 2007
Merrill Lynch September 1993 - May 2002
Skills
Mortgage Lending, Residential Mortgages, Refinance, Loans, Mortgage Banking, USDA, FHA, Investments, First Time Home Buyers, Investment Properties, Loan Origination, Real Estate Financing, VA loans, Credit, Commercial Mortgages
Education
University of Hartford 1986 — 1990
Bachelor's degree, Marketing/Management, General
Newton North High School 1982 — 1985
Independence Mortgage Group August 2007 - Present
American Home Mortgage December 2002 - August 2007
Merrill Lynch September 1993 - May 2002
Skills
Mortgage Lending, Residential Mortgages, Refinance, Loans, Mortgage Banking, USDA, FHA, Investments, First Time Home Buyers, Investment Properties, Loan Origination, Real Estate Financing, VA loans, Credit, Commercial Mortgages
Education
University of Hartford 1986 — 1990
Bachelor's degree, Marketing/Management, General
Newton North High School 1982 — 1985
James Lam's Merrill Lynch Experience February 2000 - October 2000
Job Director at Haddington Ventures, LLC
Industry Financial Services
Experience
Haddington Ventures, LLC July 2001 - Present
Merrill Lynch February 2000 - October 2000
Jefferies February 1996 - February 2000
Skills
Private Equity
Education
University of Houston 1991 — 1996
BBA, Finance
Haddington Ventures, LLC July 2001 - Present
Merrill Lynch February 2000 - October 2000
Jefferies February 1996 - February 2000
Skills
Private Equity
Education
University of Houston 1991 — 1996
BBA, Finance
Steven Edelman's Merrill Lynch Experience 1998 - 2000
Job 401k Client Service Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2014 - Present
Castle Rock Innovations September 2012 - March 2013
ING June 2007 - December 2012
ING (formerly CitiStreet) April 2005 - May 2007
ING November 2003 - April 2005
BISYS 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
401k, Mutual Funds, Series 6, Retirement, Customer Service, Defined Benefit, Customer Relations, FINRA Series 6, Asset Management, Sales, Relationship Management, Financial Services, Financial Advisory
Education
University of Hartford 1987 — 1991
B.A., Mass Communications
Bank of America Merrill Lynch June 2014 - Present
Castle Rock Innovations September 2012 - March 2013
ING June 2007 - December 2012
ING (formerly CitiStreet) April 2005 - May 2007
ING November 2003 - April 2005
BISYS 2000 - 2001
Merrill Lynch 1998 - 2000
Skills
401k, Mutual Funds, Series 6, Retirement, Customer Service, Defined Benefit, Customer Relations, FINRA Series 6, Asset Management, Sales, Relationship Management, Financial Services, Financial Advisory
Education
University of Hartford 1987 — 1991
B.A., Mass Communications
Mio Higashimoto's Merrill Lynch Experience June 1997 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1997 - Present
Smith Barney September 2004 - January 2006
Education
University of Hawaii at Manoa 1992 — 2001
BA, History
Merrill Lynch June 1997 - Present
Smith Barney September 2004 - January 2006
Education
University of Hawaii at Manoa 1992 — 2001
BA, History
Randall Gordon's Merrill Lynch Experience September 1999 - December 2008
Job Senior Vice President at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation April 2013 - Present
Bank of America February 2011 - March 2013
Bank of America January 2009 - April 2011
Merrill Lynch September 1999 - December 2008
United Healthcare July 1995 - March 1997
Travelers June 1986 - December 1995
MetraHealth January 1995 - June 1995
Skills
Capital Markets, Derivatives, Fixed Income, Risk Management, Portfolio Management, Operational Risk, Prime Brokerage, Credit Risk, Credit, Equities, Investment Banking, Financial Risk, Market Risk, Hedge Funds, Financial Services, FX Options, Trading Systems
Education
University of Hartford 1980 — 1984
BM, Applied Music
Moody's Corporation April 2013 - Present
Bank of America February 2011 - March 2013
Bank of America January 2009 - April 2011
Merrill Lynch September 1999 - December 2008
United Healthcare July 1995 - March 1997
Travelers June 1986 - December 1995
MetraHealth January 1995 - June 1995
Skills
Capital Markets, Derivatives, Fixed Income, Risk Management, Portfolio Management, Operational Risk, Prime Brokerage, Credit Risk, Credit, Equities, Investment Banking, Financial Risk, Market Risk, Hedge Funds, Financial Services, FX Options, Trading Systems
Education
University of Hartford 1980 — 1984
BM, Applied Music
DIANE KOHLER's Merrill Lynch Experience 1986 - August 1999
Job MANAGING DIRECTOR & PORTFOLIO MANAGER, First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist August 1999 - April 2001
Merrill Lynch 1986 - August 1999
Skills
Management, Investments, Financial Services, Portfolio Management, Finance, Strategic Planning, Customer Service, Leadership
Education
University of Hawaii at Manoa 1978 — 1981
First Republic Private Wealth Management 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist August 1999 - April 2001
Merrill Lynch 1986 - August 1999
Skills
Management, Investments, Financial Services, Portfolio Management, Finance, Strategic Planning, Customer Service, Leadership
Education
University of Hawaii at Manoa 1978 — 1981
Brad Wallace's Merrill Lynch Experience 1999 - January 2002
Job Vice President, Human Resources, TD Securities USA at Toronto Dominion
Industry Financial Services
Experience
Toronto Dominion October 2014 - Present
TD Bank July 2009 - Present
TD Bank 2006 - July 2009
TD May 2002 - 2005
Merrill Lynch 1999 - January 2002
Skills
Strategy, Management, Human Resources, Banking, Investment Banking, Team Management, Financial Services, Capital Markets, Fixed Income, Derivatives, Portfolio Management, Risk Management
Education
University of Guelph 1984 — 1989
BA, Political Studies and French
Toronto Dominion October 2014 - Present
TD Bank July 2009 - Present
TD Bank 2006 - July 2009
TD May 2002 - 2005
Merrill Lynch 1999 - January 2002
Skills
Strategy, Management, Human Resources, Banking, Investment Banking, Team Management, Financial Services, Capital Markets, Fixed Income, Derivatives, Portfolio Management, Risk Management
Education
University of Guelph 1984 — 1989
BA, Political Studies and French
Bhavika Patel's Merrill Lynch Experience September 1998 - December 2002
Job Strategic Analysis/Business Management
Industry Legal Services
Experience
Shepherd, Smith, Edwards & Kantas LLP October 2003 - Present
Merrill Lynch September 1998 - December 2002
Skills
Financial Analysis, Financial Modeling, Risk Management, Internal Controls, Finance, Research, Corporate Finance, Mergers & Acquisitions, Private Equity, Due Diligence, Microsoft Excel, Valuation, Analysis, Securities, Management Consulting, Forecasting, Strategy, Accounting, Managerial Finance, Budgets, Management
Education
University of Houston 2006 — 2009
MBA, Finance
University of Houston, C.T. Bauer College of Business 2006 — 2009
MBA, Finance
University of Houston 1998 — 2002
BBA, Finance
Shepherd, Smith, Edwards & Kantas LLP October 2003 - Present
Merrill Lynch September 1998 - December 2002
Skills
Financial Analysis, Financial Modeling, Risk Management, Internal Controls, Finance, Research, Corporate Finance, Mergers & Acquisitions, Private Equity, Due Diligence, Microsoft Excel, Valuation, Analysis, Securities, Management Consulting, Forecasting, Strategy, Accounting, Managerial Finance, Budgets, Management
Education
University of Houston 2006 — 2009
MBA, Finance
University of Houston, C.T. Bauer College of Business 2006 — 2009
MBA, Finance
University of Houston 1998 — 2002
BBA, Finance
Matt Forman's Merrill Lynch Experience June 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
USI Consulting Group June 2006 - May 2009
USI Consulting Group 2004 - 2006
USI Consulting Group June 2003 - June 2004
Skills
Investments, 401k, Asset Allocation, Series 7, Uniform Combined State..., Finance, Retirement Planning, Mutual Funds, Series 63, Retirement, Investment Advisory, Asset Management, Investment Strategies, Securities, Wealth Management
Education
University of Hartford 1999 — 2003
BSBA, Economics and Finance
Merrill Lynch June 2010 - Present
USI Consulting Group June 2006 - May 2009
USI Consulting Group 2004 - 2006
USI Consulting Group June 2003 - June 2004
Skills
Investments, 401k, Asset Allocation, Series 7, Uniform Combined State..., Finance, Retirement Planning, Mutual Funds, Series 63, Retirement, Investment Advisory, Asset Management, Investment Strategies, Securities, Wealth Management
Education
University of Hartford 1999 — 2003
BSBA, Economics and Finance
Chris Meador's Merrill Lynch Experience 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Education
University of Houston 1990 — 1994
HRMA, Management
Merrill Lynch 2011 - Present
Education
University of Houston 1990 — 1994
HRMA, Management
Ravi Singh, CAMS's Merrill Lynch Experience September 2008 - January 2009
Job Senior KYC/Onboarding Officer (AML High Risk) Broker Dealer
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2014 - Present
HSBC October 2012 - October 2014
Bank Hapoalim September 2012 - October 2012
BNP Paribas April 2011 - May 2012
Societe Generale November 2010 - March 2011
WTS Proprietary Trading February 2009 - May 2009
Merrill Lynch September 2008 - January 2009
NEW YORK STOCK EXCHANGE (SRO) May 2000 - January 2007
Precision Group April 1999 - April 2000
Skills
Trading, Fixed Income, Portfolio Management, Financial Risk, AML, Equities, Banking, Due Diligence, FINRA, USA PATRIOT Act, Bank Secrecy Act, Risk Management, Settlement, KYC, Market Risk, Capital Markets, OFAC, Financial Markets, Bloomberg, Investments, Hedge Funds, Finance, Back Office, Bonds, Securities, Financial Services, Anti Money Laundering
Education
American Management Association
New York Institute of Finance
Technical analysis
University of Greenwich
Bachelor of Science Degree, Applied Chemistry; Analytical and Statistics
Oppenheimer & Co. Inc. October 2014 - Present
HSBC October 2012 - October 2014
Bank Hapoalim September 2012 - October 2012
BNP Paribas April 2011 - May 2012
Societe Generale November 2010 - March 2011
WTS Proprietary Trading February 2009 - May 2009
Merrill Lynch September 2008 - January 2009
NEW YORK STOCK EXCHANGE (SRO) May 2000 - January 2007
Precision Group April 1999 - April 2000
Skills
Trading, Fixed Income, Portfolio Management, Financial Risk, AML, Equities, Banking, Due Diligence, FINRA, USA PATRIOT Act, Bank Secrecy Act, Risk Management, Settlement, KYC, Market Risk, Capital Markets, OFAC, Financial Markets, Bloomberg, Investments, Hedge Funds, Finance, Back Office, Bonds, Securities, Financial Services, Anti Money Laundering
Education
American Management Association
New York Institute of Finance
Technical analysis
University of Greenwich
Bachelor of Science Degree, Applied Chemistry; Analytical and Statistics
Rami Zaitchik's Merrill Lynch Experience October 2001 - November 2005
Job HSBC
Industry Financial Services
Experience
HSBC April 2009 - Present
Morgan Stanley December 2005 - February 2009
Merrill Lynch October 2001 - November 2005
Skills
Series 7, Series 63, Trading, Hedge Funds, Fixed Income, Equities, Bloomberg, Capital Markets, Emerging Markets, Investments, Derivatives, Financial Markets
Education
University of Hartford 1996 — 2000
BS, Finance
HSBC April 2009 - Present
Morgan Stanley December 2005 - February 2009
Merrill Lynch October 2001 - November 2005
Skills
Series 7, Series 63, Trading, Hedge Funds, Fixed Income, Equities, Bloomberg, Capital Markets, Emerging Markets, Investments, Derivatives, Financial Markets
Education
University of Hartford 1996 — 2000
BS, Finance
Perry Williams's Merrill Lynch Experience March 2011 - Present
Job Desktop Application Developer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
Schlumberger January 2011 - March 2012
Direct Energy May 2010 - December 2010
Spark Energy July 2009 - May 2010
Modis 2009 - 2010
RBC Builder Finance December 2005 - June 2009
Alpha Circuits January 2005 - June 2005
Reliant Energy January 2002 - January 2005
Education
University of Houston 1988 — 1990
Undergraduate, Computer Science
University of Missouri-Columbia 1978 — 1979
Undergraduate, Civil Engineering
Merrill Lynch March 2011 - Present
Schlumberger January 2011 - March 2012
Direct Energy May 2010 - December 2010
Spark Energy July 2009 - May 2010
Modis 2009 - 2010
RBC Builder Finance December 2005 - June 2009
Alpha Circuits January 2005 - June 2005
Reliant Energy January 2002 - January 2005
Education
University of Houston 1988 — 1990
Undergraduate, Computer Science
University of Missouri-Columbia 1978 — 1979
Undergraduate, Civil Engineering
Benson Samuel's Merrill Lynch Experience March 2013 - July 2013
Job Executive at Macquarie Bank
Industry Investment Banking
Experience
Macquarie Group June 2015 - Present
Capital One August 2013 - May 2015
Merrill Lynch March 2013 - July 2013
Barclays Capital June 2011 - March 2013
Enterprise Products December 2010 - June 2011
Steverson Staffing July 2008 - December 2010
Kelsey-Seybold Clinic 2005 - 2007
Skills
Accounting, Excel, Word, Access, Microsoft Office, Customer Relations, PowerPoint, Customer Service, Budgeting, Process Improvement, Compliance, Outlook, Banking, Accounts Payable, Documentation, Problem Solving, General Ledger, Teamwork, Healthcare, Accounts Receivable, Microsoft Excel, Finance, Account Reconciliation, Budgets, Management, Software Documentation, Payroll, Commodity, Employee Relations, Recruiting, Risk Management, Derivatives, Financial Accounting, Leadership, Training, Microsoft Word, Invoicing, SAP, Business Process, Human Resources, QuickBooks, PeopleSoft, Time Management, Corporate Finance, Internal Controls, Lotus Notes, Variance Analysis, Employee Benefits
Education
University of Houston 2000 — 2016
STAFFORD HIGH SCHOOL 1997 — 2000
High School Diploma
Macquarie Group June 2015 - Present
Capital One August 2013 - May 2015
Merrill Lynch March 2013 - July 2013
Barclays Capital June 2011 - March 2013
Enterprise Products December 2010 - June 2011
Steverson Staffing July 2008 - December 2010
Kelsey-Seybold Clinic 2005 - 2007
Skills
Accounting, Excel, Word, Access, Microsoft Office, Customer Relations, PowerPoint, Customer Service, Budgeting, Process Improvement, Compliance, Outlook, Banking, Accounts Payable, Documentation, Problem Solving, General Ledger, Teamwork, Healthcare, Accounts Receivable, Microsoft Excel, Finance, Account Reconciliation, Budgets, Management, Software Documentation, Payroll, Commodity, Employee Relations, Recruiting, Risk Management, Derivatives, Financial Accounting, Leadership, Training, Microsoft Word, Invoicing, SAP, Business Process, Human Resources, QuickBooks, PeopleSoft, Time Management, Corporate Finance, Internal Controls, Lotus Notes, Variance Analysis, Employee Benefits
Education
University of Houston 2000 — 2016
STAFFORD HIGH SCHOOL 1997 — 2000
High School Diploma
Jeff Stubbs's Merrill Lynch Experience March 2004 - Present
Job Financial Services
Industry Financial Services
Experience
Merrill Lynch March 2004 - Present
Bank of America 2004 - 2008
Education
University of Houston 1995 — 1998
Merrill Lynch March 2004 - Present
Bank of America 2004 - 2008
Education
University of Houston 1995 — 1998
Ryan Arndt's Merrill Lynch Experience September 2007 - May 2008
Job Hydronic Balancing Specialist at Victaulic
Industry Construction
Experience
Victaulic September 2011 - Present
Hoku Scientific, Inc. November 2008 - July 2011
Akamai Capital, LLC January 2008 - July 2008
Merrill Lynch September 2007 - May 2008
Skills
Solar Energy, Accounting, Renewable Energy, Microsoft Excel, Energy, Strategic Planning, Process Improvement, Budgets, Analysis, Sales, Consulting, Operations Management
Education
University of Hawaii - College of Business Administration 2005 — 2008
BBA, Triple Major: Finance, Business Management, and HRM
University of Hawaii at Manoa 2005 — 2008
Bachelor degrees in Finance, Business Management, and Human Resource Management , Business Administration and Management, General
Victaulic September 2011 - Present
Hoku Scientific, Inc. November 2008 - July 2011
Akamai Capital, LLC January 2008 - July 2008
Merrill Lynch September 2007 - May 2008
Skills
Solar Energy, Accounting, Renewable Energy, Microsoft Excel, Energy, Strategic Planning, Process Improvement, Budgets, Analysis, Sales, Consulting, Operations Management
Education
University of Hawaii - College of Business Administration 2005 — 2008
BBA, Triple Major: Finance, Business Management, and HRM
University of Hawaii at Manoa 2005 — 2008
Bachelor degrees in Finance, Business Management, and Human Resource Management , Business Administration and Management, General
Pennie Scesney's Merrill Lynch Experience December 2013 - Present
Job Retirement Distribution Services
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
ShopRite June 2007 - March 2014
Playhouse on Park September 2011 - May 2012
University of Hartford September 2010 - May 2012
Skills
Microsoft Office, Accounting, Fundraising, Event Planning, Social Media
Education
University of Hartford 2008 — 2012
Bachelor of Arts (B.A.), Performing Arts Management
Merrill Lynch December 2013 - Present
ShopRite June 2007 - March 2014
Playhouse on Park September 2011 - May 2012
University of Hartford September 2010 - May 2012
Skills
Microsoft Office, Accounting, Fundraising, Event Planning, Social Media
Education
University of Hartford 2008 — 2012
Bachelor of Arts (B.A.), Performing Arts Management
Allan Conan's Merrill Lynch Experience August 2011 - November 2013
Job Thorson financial estate management inc.
Industry Financial Services
Experience
Merrill Lynch August 2011 - November 2013
Ameriprise Financial Services / IDS Life Insurance March 1993 - July 2010
Israeli 1967 - 1989
Skills
Retirement Planning, Investments, Financial Planning, Wealth Management, Estate Planning, Securities, Series 7, Finance, Financial Services, Investment Strategies, Insurance, Customer Service, Small Business, Mutual Funds, Leadership, Asset Allocation, Investment Advisory, Series 6, Portfolio Management, Marketing, Negotiation, Retirement, Team Building, Sales, Public Speaking, Management, Strategic Planning, Microsoft Office, Fixed Annuities, Team Leadership, Financial Advisory, Life Insurance, Sales Management, 401k, Asset Management, Alternative Investments, Investors, Wealth, Research, Strategy, Equities, Investment Management, Fixed Income, Pensions
Education
Israeli army officers college
Captain
University of Haifa
Sociology B.A. coursework, University of Haifa., Sociology
Copenhagen International HS
High School Diploma
LICENSES/PROFESSIONAL ACCREDITATIONS
Merrill Lynch August 2011 - November 2013
Ameriprise Financial Services / IDS Life Insurance March 1993 - July 2010
Israeli 1967 - 1989
Skills
Retirement Planning, Investments, Financial Planning, Wealth Management, Estate Planning, Securities, Series 7, Finance, Financial Services, Investment Strategies, Insurance, Customer Service, Small Business, Mutual Funds, Leadership, Asset Allocation, Investment Advisory, Series 6, Portfolio Management, Marketing, Negotiation, Retirement, Team Building, Sales, Public Speaking, Management, Strategic Planning, Microsoft Office, Fixed Annuities, Team Leadership, Financial Advisory, Life Insurance, Sales Management, 401k, Asset Management, Alternative Investments, Investors, Wealth, Research, Strategy, Equities, Investment Management, Fixed Income, Pensions
Education
Israeli army officers college
Captain
University of Haifa
Sociology B.A. coursework, University of Haifa., Sociology
Copenhagen International HS
High School Diploma
LICENSES/PROFESSIONAL ACCREDITATIONS
Ain Apuya's Merrill Lynch Experience September 2000 - May 2002
Job Membership Analyst
Industry Insurance
Experience
Premera Blue Cross January 2013 - Present
Aerotek August 2012 - January 2013
Seattle Children's November 2010 - September 2011
Providence Mill Creek Pharmacy September 2009 - July 2011
Providence Medical Center September 2009 - June 2011
PayLess Long Term Care Pharmacy June 2009 - March 2010
Valley View Pharmacy March 2005 - September 2009
Longs Drugs November 2004 - March 2005
State Farm Insurance May 2002 - October 2004
Merrill Lynch September 2000 - May 2002
Skills
Software Documentation, Management, Microsoft Office, Employee Relations, Time Management
Education
Trulife 2006 — 2006
Certificate, Durable Medical
Eton Technical College 2003 — 2004
Certificate, Pharmacy Technician
University of Guam 1995 — 1999
BAE, Secondary Education Minor Family and Consumer Sciences
Premera Blue Cross January 2013 - Present
Aerotek August 2012 - January 2013
Seattle Children's November 2010 - September 2011
Providence Mill Creek Pharmacy September 2009 - July 2011
Providence Medical Center September 2009 - June 2011
PayLess Long Term Care Pharmacy June 2009 - March 2010
Valley View Pharmacy March 2005 - September 2009
Longs Drugs November 2004 - March 2005
State Farm Insurance May 2002 - October 2004
Merrill Lynch September 2000 - May 2002
Skills
Software Documentation, Management, Microsoft Office, Employee Relations, Time Management
Education
Trulife 2006 — 2006
Certificate, Durable Medical
Eton Technical College 2003 — 2004
Certificate, Pharmacy Technician
University of Guam 1995 — 1999
BAE, Secondary Education Minor Family and Consumer Sciences
Karen Burton's Merrill Lynch Experience June 2002 - September 2006
Job Senior Vice President and Senior Trust Officer at Amegy Bank
Industry Banking
Experience
Amegy Bank September 2006 - Present
Merrill Lynch June 2002 - September 2006
JPMorgan Chase June 1987 - May 2002
Education
Univeristy of Houston Clear Lake
BS and MS, Accounting
University of Houston
BS, Economics
Amegy Bank September 2006 - Present
Merrill Lynch June 2002 - September 2006
JPMorgan Chase June 1987 - May 2002
Education
Univeristy of Houston Clear Lake
BS and MS, Accounting
University of Houston
BS, Economics
Keith Whelan's Merrill Lynch Experience January 2012 - January 2014
Job Options Compliance, and Surveillance
Industry Banking
Experience
Bank of America January 2014 - Present
Merrill Lynch January 2012 - January 2014
Merrill Lynch February 2007 - January 2012
LaBranche & Co. LLC January 2002 - January 2007
Skills
Bloomberg, Equities, Investments, Trading, Social Media, Securities, Portfolio Management, Marketing, Equity Trading, Hedge Funds, Options, Series 7, Trading Systems, Electronic Trading, Series 63, Risk Management, Financial Markets
Education
University of Hartford 1997 — 2001
Bachelor, Business Administration; Economics & Finance
Bank of America January 2014 - Present
Merrill Lynch January 2012 - January 2014
Merrill Lynch February 2007 - January 2012
LaBranche & Co. LLC January 2002 - January 2007
Skills
Bloomberg, Equities, Investments, Trading, Social Media, Securities, Portfolio Management, Marketing, Equity Trading, Hedge Funds, Options, Series 7, Trading Systems, Electronic Trading, Series 63, Risk Management, Financial Markets
Education
University of Hartford 1997 — 2001
Bachelor, Business Administration; Economics & Finance
Kenneth Jim's Merrill Lynch Experience February 2010 - May 2010
Job customer service officer at HSBC
Industry Financial Services
Experience
HSBC May 2011 - Present
Merrill Lynch February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Social Media, Research, Investments, Corporate Finance, Valuation, Data Analysis
Education
University of Houston 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
HSBC May 2011 - Present
Merrill Lynch February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Financial Modeling, Customer Service, Social Media, Research, Investments, Corporate Finance, Valuation, Data Analysis
Education
University of Houston 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Nicholas Low's Merrill Lynch Experience October 2008 - June 2011
Job Private Client Advisor, J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. June 2011 - Present
Merrill Lynch October 2008 - June 2011
Tetra Surveys and Appraisals May 2005 - November 2008
Skills
Analysis, Customer Service, Data Analysis, Economics, Finance, Financial Analysis, Financial Modeling, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Time Management, Wealth Management
Education
University of Houston 2000 — 2005
BA, Public Relations / Economics
J.P. Morgan Chase Bank, N.A. June 2011 - Present
Merrill Lynch October 2008 - June 2011
Tetra Surveys and Appraisals May 2005 - November 2008
Skills
Analysis, Customer Service, Data Analysis, Economics, Finance, Financial Analysis, Financial Modeling, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Time Management, Wealth Management
Education
University of Houston 2000 — 2005
BA, Public Relations / Economics
Fouad Siddiqui's Merrill Lynch Experience May 2005 - July 2005
Job Fixed Asset Accountant at NCI Building Systems, Inc.
Industry Accounting
Experience
NCI Building Systems, Inc. February 2015 - Present
Shizee llc October 2012 - January 2015
Epsolon March 2010 - August 2012
NCI Building Systems January 2008 - February 2009
University of Houston January 2007 - August 2007
Copy and Sign January 2005 - November 2005
Merrill Lynch May 2005 - July 2005
Skills
Auditing, Internal Controls, Accounts Payable, Financial Analysis, Account Reconciliation, Analysis, Accounting, Accounts Receivable, Management, General Ledger, Fixed Assets
Education
C.T. Bauer College of Business, Accountancy & Taxation Department 2009 — 2011
Masters, Business Administration
University of Houston 2003 — 2007
Bachelor's degree, Accounting and Finance
University of Houston
Bachelors, Accounting and Finance
NCI Building Systems, Inc. February 2015 - Present
Shizee llc October 2012 - January 2015
Epsolon March 2010 - August 2012
NCI Building Systems January 2008 - February 2009
University of Houston January 2007 - August 2007
Copy and Sign January 2005 - November 2005
Merrill Lynch May 2005 - July 2005
Skills
Auditing, Internal Controls, Accounts Payable, Financial Analysis, Account Reconciliation, Analysis, Accounting, Accounts Receivable, Management, General Ledger, Fixed Assets
Education
C.T. Bauer College of Business, Accountancy & Taxation Department 2009 — 2011
Masters, Business Administration
University of Houston 2003 — 2007
Bachelor's degree, Accounting and Finance
University of Houston
Bachelors, Accounting and Finance
J Blake Niederhofer's Merrill Lynch Experience July 2006 - September 2013
Job Head Brewer at Lone Pint Brewery
Industry Food & Beverages
Experience
Lone Pint Brewery May 2014 - Present
JPMorgan Chase September 2013 - May 2014
Merrill Lynch July 2006 - September 2013
Pappas Restaurants August 2003 - August 2006
Tours of Enchantment July 2001 - August 2003
Skills
Options, Securities, Series 7, Management, FINRA
Education
University of Houston
Lone Pint Brewery May 2014 - Present
JPMorgan Chase September 2013 - May 2014
Merrill Lynch July 2006 - September 2013
Pappas Restaurants August 2003 - August 2006
Tours of Enchantment July 2001 - August 2003
Skills
Options, Securities, Series 7, Management, FINRA
Education
University of Houston
Steven Pelofsky's Merrill Lynch Experience June 2001 - June 2004
Job Senior Vice President, Business Support Manager II at Bank of America
Industry Information Technology and Services
Experience
Bank of America April 2014 - Present
Bank of America April 2013 - April 2014
Bank of America February 2011 - April 2013
Bank of American February 2009 - February 2011
Bank of America February 2007 - January 2009
Bank of America April 2006 - February 2007
Bank of America June 2004 - April 2006
Merrill Lynch June 2001 - June 2004
Thaumaturgix November 1999 - June 2001
Lundy & Company, CPA’S, P.C. December 1996 - November 1999
Skills
Finance, Banking, Risk Management, Capital Markets, Financial Risk, Relationship Management, Outsourcing, Financial Analysis, Business Process..., Business Analysis, IT Strategy, Structured Finance, Asset Managment, Alternative Investments, Vendor Management, Corporate Finance, Investment Banking, Credit, Financial Services, Cross-functional Team..., Operational Risk..., Investments, SDLC
Education
University of Hartford 1992 — 1996
BSBA, Accounting
Bank of America April 2014 - Present
Bank of America April 2013 - April 2014
Bank of America February 2011 - April 2013
Bank of American February 2009 - February 2011
Bank of America February 2007 - January 2009
Bank of America April 2006 - February 2007
Bank of America June 2004 - April 2006
Merrill Lynch June 2001 - June 2004
Thaumaturgix November 1999 - June 2001
Lundy & Company, CPA’S, P.C. December 1996 - November 1999
Skills
Finance, Banking, Risk Management, Capital Markets, Financial Risk, Relationship Management, Outsourcing, Financial Analysis, Business Process..., Business Analysis, IT Strategy, Structured Finance, Asset Managment, Alternative Investments, Vendor Management, Corporate Finance, Investment Banking, Credit, Financial Services, Cross-functional Team..., Operational Risk..., Investments, SDLC
Education
University of Hartford 1992 — 1996
BSBA, Accounting
Laura Raab's Merrill Lynch Experience September 2013 - Present
Job Staff Support Supervisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch September 2013 - Present
Amegy Bank May 2006 - May 2012
Education
University of Houston 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
Merrill Lynch September 2013 - Present
Amegy Bank May 2006 - May 2012
Education
University of Houston 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Marketing
Wendy Cao's Merrill Lynch Experience January 2008 - April 2010
Job Assistant Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital April 2010 - Present
Merrill Lynch January 2008 - April 2010
PATRIOT MANAGED CARE SOLUTIONS INC. November 2003 - December 2007
MDSERVE TECHNOLOGY INC. January 2001 - November 2003
Skills
Openlink, RightAngle, ETRM, Risk Management, PnL, Microsoft SQL Server, PL/SQL, Commodity Markets, Trading Systems, Derivatives, .NET, Risk, Requirements Analysis, Software Implementation, Business Intelligence, Solution Architecture, Software Project..., Energy Trading, Commodity, Commodity Pricing, Natural Gas, Crude, Business Analysis, Refined Products, Software Development, Oracle, VBA
Education
University of Houston 1999 — 2002
Master's Degree, Computer Science
University of Sichuan 1992 — 1996
Bachelor's Degree, Analytical Chemistry
Barclays Capital April 2010 - Present
Merrill Lynch January 2008 - April 2010
PATRIOT MANAGED CARE SOLUTIONS INC. November 2003 - December 2007
MDSERVE TECHNOLOGY INC. January 2001 - November 2003
Skills
Openlink, RightAngle, ETRM, Risk Management, PnL, Microsoft SQL Server, PL/SQL, Commodity Markets, Trading Systems, Derivatives, .NET, Risk, Requirements Analysis, Software Implementation, Business Intelligence, Solution Architecture, Software Project..., Energy Trading, Commodity, Commodity Pricing, Natural Gas, Crude, Business Analysis, Refined Products, Software Development, Oracle, VBA
Education
University of Houston 1999 — 2002
Master's Degree, Computer Science
University of Sichuan 1992 — 1996
Bachelor's Degree, Analytical Chemistry
Joshua Gillman's Merrill Lynch Experience May 2010 - August 2010
Job Equity Derivatives Trader
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities August 2011 - May 2014
Merrill Lynch May 2010 - August 2010
MFE-Investment Committee Hedge Fund, September 2009 - June 2010
Financial Management Association (FMA), January 2009 - June 2010
Skills
Equities, Derivatives, Trading, Investments, Hedge Funds, Financial Markets, Investment Strategies, Financial Modeling, Equity Valuation, Valuation, Economics, Capital Markets, Equity Research, Portfolio Management, Options, Corporate Finance, Market Research, Alternative Investments, Bloomberg
Education
University of Hawaii at Manoa 2008 — 2011
BBA, Finance
Wells Fargo Securities May 2014 - Present
Wells Fargo Securities August 2011 - May 2014
Merrill Lynch May 2010 - August 2010
MFE-Investment Committee Hedge Fund, September 2009 - June 2010
Financial Management Association (FMA), January 2009 - June 2010
Skills
Equities, Derivatives, Trading, Investments, Hedge Funds, Financial Markets, Investment Strategies, Financial Modeling, Equity Valuation, Valuation, Economics, Capital Markets, Equity Research, Portfolio Management, Options, Corporate Finance, Market Research, Alternative Investments, Bloomberg
Education
University of Hawaii at Manoa 2008 — 2011
BBA, Finance
Stephen DesRochers's Merrill Lynch Experience January 2000 - December 2005
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management PresidentChabil Mar Resort - Placencia BelizeNovember 2009 - Present
Strata 30 Corporation November 2009 - Present
Merrill Lynch January 2000 - December 2005
Education
University of Hartford 1998 — 2004
Business Administration, Finance / Economics
UBS Wealth Management PresidentChabil Mar Resort - Placencia BelizeNovember 2009 - Present
Strata 30 Corporation November 2009 - Present
Merrill Lynch January 2000 - December 2005
Education
University of Hartford 1998 — 2004
Business Administration, Finance / Economics
HEATHER EISENHARDT's Merrill Lynch Experience July 1995 - 2003
Job Channel Marketing at Invesco
Industry Investment Management
Experience
Invesco July 2012 - Present
Invesco Ltd. June 2004 - July 2012
Merrill Lynch July 1995 - 2003
Skills
Asset Managment, Financial Analysis, Business Development, Market Analysis, Active Directory, Marketing, Microsoft Excel, Management, Sales, Strategic Planning, Organizational..., Mutual Funds, Asset Management, Investments, Separately Managed...
Education
University of Houston 1989 — 2003
Bachelor of Arts, English
Invesco July 2012 - Present
Invesco Ltd. June 2004 - July 2012
Merrill Lynch July 1995 - 2003
Skills
Asset Managment, Financial Analysis, Business Development, Market Analysis, Active Directory, Marketing, Microsoft Excel, Management, Sales, Strategic Planning, Organizational..., Mutual Funds, Asset Management, Investments, Separately Managed...
Education
University of Houston 1989 — 2003
Bachelor of Arts, English
Juan Pablo Benavides, CIMA®'s Merrill Lynch Experience
Job Senior Vice PresidentInvestments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Wealth Management, Fixed Income, Asset Allocation, Alternative Investments, Equities, Mutual Funds, Investment Advisory, Investment Strategies, Portfolio Management, Hedge Funds, Investments, Securities, Wealth Management...
Education
University of Hartford 1987 — 1989
BA, Economics and Finance
Merrill Lynch
Skills
Series 7, Wealth Management, Fixed Income, Asset Allocation, Alternative Investments, Equities, Mutual Funds, Investment Advisory, Investment Strategies, Portfolio Management, Hedge Funds, Investments, Securities, Wealth Management...
Education
University of Hartford 1987 — 1989
BA, Economics and Finance
Doris Nguyen's Merrill Lynch Experience May 2005 - September 2011
Job Senior Risk Analyst at GDF SUEZ North America
Industry Oil & Energy
Experience
GDF SUEZ Energy Resources NA September 2011 - Present
Merrill Lynch May 2005 - September 2011
Reliant Energy Services, Inc September 2000 - May 2005
Tractebel Energy Marketing, Inc March 1998 - August 2000
Prudential Insurance Company of America April 1997 - March 1998
Airdyne, Inc May 1995 - April 1997
Eric Yang, CPA September 1993 - May 1995
Skills
Commodity Markets, Risk Management, Accounting, Commodity, Trading, Natural Gas, Analysis, Endur, Financial Analysis, Energy, Derivatives, Energy Derivatives
Education
University of Houston
BBA Accounting, BBA Finance
GDF SUEZ Energy Resources NA September 2011 - Present
Merrill Lynch May 2005 - September 2011
Reliant Energy Services, Inc September 2000 - May 2005
Tractebel Energy Marketing, Inc March 1998 - August 2000
Prudential Insurance Company of America April 1997 - March 1998
Airdyne, Inc May 1995 - April 1997
Eric Yang, CPA September 1993 - May 1995
Skills
Commodity Markets, Risk Management, Accounting, Commodity, Trading, Natural Gas, Analysis, Endur, Financial Analysis, Energy, Derivatives, Energy Derivatives
Education
University of Houston
BBA Accounting, BBA Finance
Kirstin Friedman's Merrill Lynch Experience January 2009 - July 2011
Job Account Manager at GeriMedical Inc.
Industry Medical Devices
Experience
GeriMedical Inc. July 2011 - Present
Merrill Lynch January 2009 - July 2011
Education
University of Houston
Bachelor of Science, Psychology
GeriMedical Inc. July 2011 - Present
Merrill Lynch January 2009 - July 2011
Education
University of Houston
Bachelor of Science, Psychology
Douglas K Wong's Merrill Lynch Experience Financial Advisor
Job Financial Advisor (retired) at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial Advisor
Education
University of Oregon - Charles H. Lundquist College of Business 1966 — 1968
Master of Business Administration (MBA), Corporate Finance and Investments
University of Hawaii at Manoa 1961 — 1965
Bachelor of Arts (BA), Physical Sciences
Merrill Lynch Financial Advisor
Education
University of Oregon - Charles H. Lundquist College of Business 1966 — 1968
Master of Business Administration (MBA), Corporate Finance and Investments
University of Hawaii at Manoa 1961 — 1965
Bachelor of Arts (BA), Physical Sciences
Annette Smalley-McGill's Merrill Lynch Experience 1989 - 1994
Job Receptionist at Tranquility Spa
Industry Civic & Social Organization
Experience
Tranquility Spa February 2014 - Present
Girl Scouts Heart of New Jersey October 2010 - December 2011
Girl Scouts Heart of New Jersey February 2010 - October 2010
Big Brothers Big Sisters January 2008 - January 2010
AT&T August 1994 - December 2006
Merrill Lynch 1989 - 1994
Skills
Community Outreach, Event Planning, Nonprofits, Fundraising, Volunteer Management, Public Relations, Grants, Event Management, Editing, Customer Service, Human Resources, Philanthropy, Grant Writing, Community Development, Administration, Program Management, Management
Education
University of Hartford
Bachelor of Arts (BA), Interpersonal Communications
West Morris Central
Tranquility Spa February 2014 - Present
Girl Scouts Heart of New Jersey October 2010 - December 2011
Girl Scouts Heart of New Jersey February 2010 - October 2010
Big Brothers Big Sisters January 2008 - January 2010
AT&T August 1994 - December 2006
Merrill Lynch 1989 - 1994
Skills
Community Outreach, Event Planning, Nonprofits, Fundraising, Volunteer Management, Public Relations, Grants, Event Management, Editing, Customer Service, Human Resources, Philanthropy, Grant Writing, Community Development, Administration, Program Management, Management
Education
University of Hartford
Bachelor of Arts (BA), Interpersonal Communications
West Morris Central
Ashlee Payne's Merrill Lynch Experience 2008 - 2008
Job Real Estate Professional
Industry Real Estate
Experience
Richdale Apartments 2012 - 2013
Marketstar/ HTC 2011 - 2012
T-Mobile 2009 - 2011
Sprint 2007 - 2009
Merrill Lynch 2008 - 2008
Intercontinental Terminals Company, LLC 2005 - 2007
Skills
Customer Service, Communication Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales, Data Entry, Administrative Work, Salesforce.com, Yardi Property..., Yardi, Leasing, Training, Employee Training, Personal Training
Education
University of Houston
Bachelor of Arts (B.A.)
Richdale Apartments 2012 - 2013
Marketstar/ HTC 2011 - 2012
T-Mobile 2009 - 2011
Sprint 2007 - 2009
Merrill Lynch 2008 - 2008
Intercontinental Terminals Company, LLC 2005 - 2007
Skills
Customer Service, Communication Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Sales, Data Entry, Administrative Work, Salesforce.com, Yardi Property..., Yardi, Leasing, Training, Employee Training, Personal Training
Education
University of Houston
Bachelor of Arts (B.A.)
Rena Alexander's Merrill Lynch Experience September 2003 - March 2009
Job Complex Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
Morgan Stanley Wealth Management March 2009 - December 2013
Merrill Lynch September 2003 - March 2009
Education
University of Hawaii at Manoa 2003 — 2005
Master of Arts (M.A.), Economics
Morgan Stanley Wealth Management December 2013 - Present
Morgan Stanley Wealth Management March 2009 - December 2013
Merrill Lynch September 2003 - March 2009
Education
University of Hawaii at Manoa 2003 — 2005
Master of Arts (M.A.), Economics
Ivonne Lee's Merrill Lynch Experience April 2015 - Present
Job Student at University of Hawaii at Manoa
Industry Accounting
Experience
Merrill Lynch April 2015 - Present
Education
University of Hawaii at Manoa 2013 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Merrill Lynch April 2015 - Present
Education
University of Hawaii at Manoa 2013 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank