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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Merrill Lynch Employees
Employee
Years
Job
Industry
Matthew Bottini Matthew Bottini's Merrill Lynch Experience May 2011 - August 2011
Job Fund Accountant at Think Investments LP
Industry Financial Services
Experience
Think Investments January 2015 - Present
Citco Fund Services June 2013 - January 2015
University of Idaho August 2012 - May 2013
University of Idaho - Barker Capital Management Group January 2012 - May 2013
Allianz Global Investors June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
The Alaska Club January 2009 - August 2010
Skills
MS Office Suite, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Social Media, Customer Service, Investments, Financial Analysis, Bloomberg Terminal, Equities
Education
University of Idaho 2009 — 2013
BS, Finance, General
Think Investments January 2015 - Present
Citco Fund Services June 2013 - January 2015
University of Idaho August 2012 - May 2013
University of Idaho - Barker Capital Management Group January 2012 - May 2013
Allianz Global Investors June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
The Alaska Club January 2009 - August 2010
Skills
MS Office Suite, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Social Media, Customer Service, Investments, Financial Analysis, Bloomberg Terminal, Equities
Education
University of Idaho 2009 — 2013
BS, Finance, General
Adam LaFleur Adam LaFleur's Merrill Lynch Experience August 2012 - December 2012
Job Analyst
Industry Banking
Experience
DNB October 2014 - Present
Comerica Bank September 2013 - October 2014
AT&T October 2007 - September 2013
Merrill Lynch August 2012 - December 2012
United States Air Force June 1999 - June 2003
Skills
Solution Selling, Account Management, Sales Presentations, Customer Service, Sales, Finance, Credit, Loans, Financial Risk, Financial Analysis, Banking
Education
University of Houston-Downtown 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of Louisiana at Lafayette
DNB October 2014 - Present
Comerica Bank September 2013 - October 2014
AT&T October 2007 - September 2013
Merrill Lynch August 2012 - December 2012
United States Air Force June 1999 - June 2003
Skills
Solution Selling, Account Management, Sales Presentations, Customer Service, Sales, Finance, Credit, Loans, Financial Risk, Financial Analysis, Banking
Education
University of Houston-Downtown 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of Louisiana at Lafayette
Briton Scales Briton Scales's Merrill Lynch Experience September 2012 - September 2013
Job Regional Sales Manager at Kee Safety, Inc
Industry Marketing and Advertising
Experience
Kee Safety, Inc June 2014 - Present
Quantum Energy November 2013 - April 2014
Merrill Lynch September 2012 - September 2013
LIFETIME FITNESS SEPT January 2005 - December 2011
Skills
Marketing, Strategy, Sales, Program Management, Microsoft Office, Databases, Engineering, Financial Services, Investments, Portfolio Management, Series 7, Wealth Management, CRM, Customer Service, Business Development, Customer Satisfaction, Social Media, Leadership, Sales Management, Team Building, Project Management, PowerPoint
Education
University of Houston-Downtown 2013 — 2014
Business Marketing
Wharton County Junior College 2010 — 2012
Bachelor of Business Administration (BBA), Business
Kee Safety, Inc June 2014 - Present
Quantum Energy November 2013 - April 2014
Merrill Lynch September 2012 - September 2013
LIFETIME FITNESS SEPT January 2005 - December 2011
Skills
Marketing, Strategy, Sales, Program Management, Microsoft Office, Databases, Engineering, Financial Services, Investments, Portfolio Management, Series 7, Wealth Management, CRM, Customer Service, Business Development, Customer Satisfaction, Social Media, Leadership, Sales Management, Team Building, Project Management, PowerPoint
Education
University of Houston-Downtown 2013 — 2014
Business Marketing
Wharton County Junior College 2010 — 2012
Bachelor of Business Administration (BBA), Business
Varun Malik Varun Malik's Merrill Lynch Experience June 2011 - August 2011
Job Financial Management Associate at EY
Industry Financial Services
Experience
EY 2014 - Present
Maersk Drilling 2013 - 2014
Maersk Drilling June 2012 - September 2012
Novotny & Company May 2012 - June 2012
Merrill Lynch June 2011 - August 2011
Kelly Services June 2010 - August 2010
UTMB Galveston June 2006 - August 2006
Skills
Valuation, Financial Analysis, Financial Modeling, Financial Reporting, PowerPoint, Microsoft Excel, Vlookup, Pivot Tables, Cross-functional..., Hindi, Entrepreneurship, Oil/Gas, Contract Negotiation, Tax Reduction, Property Tax, Marketing Research, Sales, Data Analysis, Customer Retention, Customer Service, Account Management, Accounting, Management, Finance, Analysis, Forecasting, Training, Market Research
Education
Bauer College of Business, University of Houston 2007 — 2012
Bachelor of Business Administration, Finance
University of Houston, C.T. Bauer College of Business 2007 — 2012
Bachelor of Arts (B.A.), Finance - Global Energy Management
EY 2014 - Present
Maersk Drilling 2013 - 2014
Maersk Drilling June 2012 - September 2012
Novotny & Company May 2012 - June 2012
Merrill Lynch June 2011 - August 2011
Kelly Services June 2010 - August 2010
UTMB Galveston June 2006 - August 2006
Skills
Valuation, Financial Analysis, Financial Modeling, Financial Reporting, PowerPoint, Microsoft Excel, Vlookup, Pivot Tables, Cross-functional..., Hindi, Entrepreneurship, Oil/Gas, Contract Negotiation, Tax Reduction, Property Tax, Marketing Research, Sales, Data Analysis, Customer Retention, Customer Service, Account Management, Accounting, Management, Finance, Analysis, Forecasting, Training, Market Research
Education
Bauer College of Business, University of Houston 2007 — 2012
Bachelor of Business Administration, Finance
University of Houston, C.T. Bauer College of Business 2007 — 2012
Bachelor of Arts (B.A.), Finance - Global Energy Management
Francisco Gonzalez, CFA Francisco Gonzalez, CFA's Merrill Lynch Experience September 2014 - Present
Job Experienced Wealth Management Professional
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch, Pierce, Fenner and Smith January 1996 - Present
Merrill Lynch June 1996 - Present
Skills
Bloomberg Terminal, Thompson financial..., Financial Analysis, Financial Modeling, Asset Allocation, Personal Financial..., Equity Valuation, Series 7, Fundamental Analysis, Wealth Management, Series 63, Uniform Combined State..., Alternative Investments, Investment Advisory, Mutual Funds, Financial Systems, ETFs, Options, Fixed Income, Separately Managed..., Portfolio Management, Retirement Planning, Strategic Financial..., Valuation, Risk Management, Trading, Series 65, Equities, Investments, Securities, Financial Services, Bonds, Asset Managment, Investment Strategies, Estate Planning, Bloomberg, Hedge Funds, Retirement, FINRA, Financial Risk, Investment Management, Capital Markets, High Net Worth..., Series 24, Series 6, Wealth Management..., Equity Research, Financial Markets, Derivatives, 401k
Education
University of Houston, C.T. Bauer College of Business 1988 — 1990
Bba, Finance
North Harris Community College 1986 — 1988
Core Curriculum, 3.47
Merrill Lynch September 2014 - Present
Merrill Lynch, Pierce, Fenner and Smith January 1996 - Present
Merrill Lynch June 1996 - Present
Skills
Bloomberg Terminal, Thompson financial..., Financial Analysis, Financial Modeling, Asset Allocation, Personal Financial..., Equity Valuation, Series 7, Fundamental Analysis, Wealth Management, Series 63, Uniform Combined State..., Alternative Investments, Investment Advisory, Mutual Funds, Financial Systems, ETFs, Options, Fixed Income, Separately Managed..., Portfolio Management, Retirement Planning, Strategic Financial..., Valuation, Risk Management, Trading, Series 65, Equities, Investments, Securities, Financial Services, Bonds, Asset Managment, Investment Strategies, Estate Planning, Bloomberg, Hedge Funds, Retirement, FINRA, Financial Risk, Investment Management, Capital Markets, High Net Worth..., Series 24, Series 6, Wealth Management..., Equity Research, Financial Markets, Derivatives, 401k
Education
University of Houston, C.T. Bauer College of Business 1988 — 1990
Bba, Finance
North Harris Community College 1986 — 1988
Core Curriculum, 3.47
Tim McKian Tim McKian's Merrill Lynch Experience January 1996 - December 1998
Job Retired Again
Industry Wine and Spirits
Experience
Travels with Tim December 2013 - Present
AonHewitt August 2012 - November 2013
AAA Texas December 2010 - August 2012
Self Employed September 2008 - December 2010
Retired September 2004 - September 2008
Aegis Asset Management November 2002 - August 2004
Prudential Securities, Inc. January 1998 - October 2002
Merrill Lynch January 1996 - December 1998
Dean Witter January 1994 - December 1996
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Property & Casualty..., Marketing, Management, Sales Management, Underwriting, Risk Management, Public Speaking, General Insurance, Microsoft Excel, Direct Sales, Microsoft Word, Financial Services
Education
University of Houston 1976 — 1983
Bachelor of Arts (BA), Music
University of Houston 1976 — 1983
Bachelor of Arts (BA), Radio and Television
Travels with Tim December 2013 - Present
AonHewitt August 2012 - November 2013
AAA Texas December 2010 - August 2012
Self Employed September 2008 - December 2010
Retired September 2004 - September 2008
Aegis Asset Management November 2002 - August 2004
Prudential Securities, Inc. January 1998 - October 2002
Merrill Lynch January 1996 - December 1998
Dean Witter January 1994 - December 1996
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Property & Casualty..., Marketing, Management, Sales Management, Underwriting, Risk Management, Public Speaking, General Insurance, Microsoft Excel, Direct Sales, Microsoft Word, Financial Services
Education
University of Houston 1976 — 1983
Bachelor of Arts (BA), Music
University of Houston 1976 — 1983
Bachelor of Arts (BA), Radio and Television
Eric Uquillas Eric Uquillas's Merrill Lynch Experience September 2012 - December 2012
Job Financial Analyst at DresserRand
Industry Accounting
Experience
Dresser-Rand Company August 2014 - Present
Dresser-Rand Company June 2013 - August 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Excel, Financial Analysis, Credit Analysis, Financial Forecasting, Cost Accounting, Project Accounting, Oracle, Bloomberg Terminal
Education
University of St. Thomas (TX) 2014 — 2015
Master's Degree, Masters of Science in Accounting
University of Houston-Downtown 2008 — 2013
B.B.A, Accounting and Finance, Magna Cum Laude
Dresser-Rand Company August 2014 - Present
Dresser-Rand Company June 2013 - August 2014
Merrill Lynch September 2012 - December 2012
Skills
Microsoft Excel, Financial Analysis, Credit Analysis, Financial Forecasting, Cost Accounting, Project Accounting, Oracle, Bloomberg Terminal
Education
University of St. Thomas (TX) 2014 — 2015
Master's Degree, Masters of Science in Accounting
University of Houston-Downtown 2008 — 2013
B.B.A, Accounting and Finance, Magna Cum Laude
Teresa Llopis Teresa Llopis's Merrill Lynch Experience 1989 - 1994
Job Senior Manager at Sysco
Industry Food & Beverages
Experience
Sysco 2014 - Present
BP 2005 - 2014
Reliant Energy 1994 - 2004
Merrill Lynch 1989 - 1994
Skills
Business Analysis, Business Process, Project Management, Business Intelligence, SAP Implementation, SAP, SAP ERP, Change Management, ERP, Business Process..., Business Objects, Consulting, Management, Integration, SAP MM, SAP SRM, SAP R/3, SAP PM Module, Certified Business..., Business Process Design, ITIL v3 Foundations..., Business Analytics, Metrics Reporting, KPI Dashboards, Risk Management, SAP BI (BW), SAP ABAP, Reporting Strategy..., Global Deployment, Training Delivery, IT Service Delivery, Microsoft Office, Broadcast, Upstream, IT Strategy, Social Media, Process Improvement, IT Project & Program...
Education
University of Houston, C.T. Bauer College of Business
Bachelor's Degree, Management Information Systems
Sysco 2014 - Present
BP 2005 - 2014
Reliant Energy 1994 - 2004
Merrill Lynch 1989 - 1994
Skills
Business Analysis, Business Process, Project Management, Business Intelligence, SAP Implementation, SAP, SAP ERP, Change Management, ERP, Business Process..., Business Objects, Consulting, Management, Integration, SAP MM, SAP SRM, SAP R/3, SAP PM Module, Certified Business..., Business Process Design, ITIL v3 Foundations..., Business Analytics, Metrics Reporting, KPI Dashboards, Risk Management, SAP BI (BW), SAP ABAP, Reporting Strategy..., Global Deployment, Training Delivery, IT Service Delivery, Microsoft Office, Broadcast, Upstream, IT Strategy, Social Media, Process Improvement, IT Project & Program...
Education
University of Houston, C.T. Bauer College of Business
Bachelor's Degree, Management Information Systems
Erica Shanks Erica Shanks's Merrill Lynch Experience January 2011 - Present
Job Administrave Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
24 Hour Fitness April 2010 - Present
Securities Management & Research July 2007 - December 2009
American National Insurance April 2003 - July 2007
Skills
Banking, Financial Analysis, Investments, Microsoft Excel, Financial Services, Accounting, Customer Service, Insurance, Mutual Funds, Financial Reporting, Leadership
Education
College of the Mainland 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
University of Houston-Clear Lake
Merrill Lynch January 2011 - Present
24 Hour Fitness April 2010 - Present
Securities Management & Research July 2007 - December 2009
American National Insurance April 2003 - July 2007
Skills
Banking, Financial Analysis, Investments, Microsoft Excel, Financial Services, Accounting, Customer Service, Insurance, Mutual Funds, Financial Reporting, Leadership
Education
College of the Mainland 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
University of Houston-Clear Lake
Elaine Merianos Elaine Merianos's Merrill Lynch Experience April 2014 - September 2014
Job Recruiter at Optimus Commodities Search
Industry Marketing and Advertising
Experience
Pockets Houston nonprofit January 2014 - Present
Optimus - Commodities Search September 2014 - December 2014
Merrill Lynch April 2014 - September 2014
5-hour ENERGY December 2011 - April 2013
PepsiCo August 2012 - December 2012
Skills
Social Media, Facebook, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Social Networking, Social Media Marketing, Photoshop, InDesign, Public Relations, Advertising, Public Speaking, Marketing
Education
C.T. Bauer of College of BusinessUniversity of Houston 2011 — 2014
Bachelor of Business Administration, Management
University of Houston, C.T. Bauer College of Business 2011 — 2014
Marketing/Marketing Management, General
Pockets Houston nonprofit January 2014 - Present
Optimus - Commodities Search September 2014 - December 2014
Merrill Lynch April 2014 - September 2014
5-hour ENERGY December 2011 - April 2013
PepsiCo August 2012 - December 2012
Skills
Social Media, Facebook, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Social Networking, Social Media Marketing, Photoshop, InDesign, Public Relations, Advertising, Public Speaking, Marketing
Education
C.T. Bauer of College of BusinessUniversity of Houston 2011 — 2014
Bachelor of Business Administration, Management
University of Houston, C.T. Bauer College of Business 2011 — 2014
Marketing/Marketing Management, General
Tony Norris Tony Norris's Merrill Lynch Experience June 2006 - November 2009
Job Project Controls Specialist
Industry Oil & Energy
Experience
Sabine Storage & Operations, Inc. August 2011 - Present
Port of Houston Authority May 2011 - August 2011
University of Houston Alumni Association November 2009 - July 2010
Merrill Lynch June 2006 - November 2009
Skills
Analysis, Microsoft Excel, Project Management, PowerPoint, Microsoft Office, Research, Negotiation, Forecasting, Strategic Planning, Microsoft Word, Project Planning, Financial Analysis, Data Analysis, Contract Negotiation, Leadership, Contract Management, Energy, Budgets, Operations Management, Program Management, Procurement, Business Strategy, Access, Team Leadership, Petroleum, Management, Team Building, Customer Service, Process Improvement, Outlook, Business Planning, Economics, Financial Modeling, MS Project, Financial Reporting, Natural Gas, Business Development, Energy Industry, Gas, Oil/Gas, Business Analysis, Market Research, Supervisory Skills, Finance, Oil & Gas Industry, Risk Management
Education
University of Houston 2010 — 2011
MA, Applied Economics
University of Houston 2001 — 2007
BS, Economics
Sabine Storage & Operations, Inc. August 2011 - Present
Port of Houston Authority May 2011 - August 2011
University of Houston Alumni Association November 2009 - July 2010
Merrill Lynch June 2006 - November 2009
Skills
Analysis, Microsoft Excel, Project Management, PowerPoint, Microsoft Office, Research, Negotiation, Forecasting, Strategic Planning, Microsoft Word, Project Planning, Financial Analysis, Data Analysis, Contract Negotiation, Leadership, Contract Management, Energy, Budgets, Operations Management, Program Management, Procurement, Business Strategy, Access, Team Leadership, Petroleum, Management, Team Building, Customer Service, Process Improvement, Outlook, Business Planning, Economics, Financial Modeling, MS Project, Financial Reporting, Natural Gas, Business Development, Energy Industry, Gas, Oil/Gas, Business Analysis, Market Research, Supervisory Skills, Finance, Oil & Gas Industry, Risk Management
Education
University of Houston 2010 — 2011
MA, Applied Economics
University of Houston 2001 — 2007
BS, Economics
Patty Tobin Patty Tobin's Merrill Lynch Experience 1990 - 1996
Job KimleyHorn and Associates, Inc.
Industry Civil Engineering
Experience
Kimley-Horn and Associates, Inc. June 2013 - Present
United Express May 2011 - June 2013
Naperville School District 203 September 2005 - May 2011
Merrill Lynch 1990 - 1996
Skills
Airlines, Flights, Airports, Customer Service, Commercial Aviation, Project Planning, Event Planning, Account Management, Team Building, Budgets
Education
University of Illinois at Chicago
Bachelor's degree, Health and Physical Education/Fitness
University of Illinois at Chicago
Bachelor of Applied Science (BASc), Health and Physical Education/Fitness
Kimley-Horn and Associates, Inc. June 2013 - Present
United Express May 2011 - June 2013
Naperville School District 203 September 2005 - May 2011
Merrill Lynch 1990 - 1996
Skills
Airlines, Flights, Airports, Customer Service, Commercial Aviation, Project Planning, Event Planning, Account Management, Team Building, Budgets
Education
University of Illinois at Chicago
Bachelor's degree, Health and Physical Education/Fitness
University of Illinois at Chicago
Bachelor of Applied Science (BASc), Health and Physical Education/Fitness
Zeeshaan Kaleem Zeeshaan Kaleem's Merrill Lynch Experience June 2007 - July 2007
Job Senior Financial Analyst | R&D FP&A at Gilead Sciences
Industry Financial Services
Experience
Gilead Sciences March 2015 - Present
Cisco September 2013 - March 2015
Cisco August 2012 - September 2013
Cisco May 2010 - May 2012
Merrill Lynch June 2007 - July 2007
Skills
Financial Analysis, Marketing, Data Analysis, Team Leadership, Corporate Communications, Strategy
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Science (B.S.), Finance
Hinsdale Central High School 2004 — 2008
Gilead Sciences March 2015 - Present
Cisco September 2013 - March 2015
Cisco August 2012 - September 2013
Cisco May 2010 - May 2012
Merrill Lynch June 2007 - July 2007
Skills
Financial Analysis, Marketing, Data Analysis, Team Leadership, Corporate Communications, Strategy
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Science (B.S.), Finance
Hinsdale Central High School 2004 — 2008
Shveta Sharma Shveta Sharma's Merrill Lynch Experience August 2009 - December 2009
Job Senior Tax Analyst at Intel Corporation
Industry Accounting
Experience
Intel Corporation November 2013 - Present
Grant Thornton LLP January 2011 - October 2013
Merrill Lynch August 2009 - December 2009
Skills
Research & Development..., Fixed Assets, Cost Segregation, Depreciation, Corporate Tax, University Recruitment, Wealth Management, Microsoft Excel, GoSystems, Sage FAS, Banking, Commercial Banking, Income Tax, Financial Analysis, Financial Reporting, Tax Accounting, Financial Accounting, Accounting, CPA, Finance, SEC filings, Tax Research, US GAAP, Tax Preparation, GAAP, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Statements, Auditing, Sarbanes-Oxley, Account Reconciliation, Peachtree, Variance Analysis, Tax Returns, US Tax, Sales Tax, Partnership Taxation, External Audit, QuickBooks, State Tax, Internal Audit, Tax
Education
University of Houston 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Westside High School 2001 — 2005
Intel Corporation November 2013 - Present
Grant Thornton LLP January 2011 - October 2013
Merrill Lynch August 2009 - December 2009
Skills
Research & Development..., Fixed Assets, Cost Segregation, Depreciation, Corporate Tax, University Recruitment, Wealth Management, Microsoft Excel, GoSystems, Sage FAS, Banking, Commercial Banking, Income Tax, Financial Analysis, Financial Reporting, Tax Accounting, Financial Accounting, Accounting, CPA, Finance, SEC filings, Tax Research, US GAAP, Tax Preparation, GAAP, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Statements, Auditing, Sarbanes-Oxley, Account Reconciliation, Peachtree, Variance Analysis, Tax Returns, US Tax, Sales Tax, Partnership Taxation, External Audit, QuickBooks, State Tax, Internal Audit, Tax
Education
University of Houston 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Westside High School 2001 — 2005
Desmond Florence Desmond Florence's Merrill Lynch Experience September 2003 - April 2004
Job Experienced Business Manager
Industry Retail
Experience
Ben Bridge Jeweler May 2011 - Present
Ben Bridge Jeweler June 2006 - August 2009
Merrill Lynch September 2003 - April 2004
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Management
Ben Bridge Jeweler May 2011 - Present
Ben Bridge Jeweler June 2006 - August 2009
Merrill Lynch September 2003 - April 2004
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Management
Maximo Cortez Maximo Cortez's Merrill Lynch Experience September 2011 - December 2011
Job Document Controller Technical Manuals
Industry Oil & Energy
Experience
F.W. Marsh Energy Services September 2014 - Present
F.W. Marsh Energy Services June 2014 - September 2014
Starbucks September 2008 - September 2014
ExxonMobil April 2014 - June 2014
ExxonMobil May 2013 - April 2014
US Green Building Council EP November 2011 - September 2013
ExxonMobil January 2013 - May 2013
University of Houston-Downtown August 2012 - December 2012
APS Solar February 2012 - April 2012
Merrill Lynch September 2011 - December 2011
Skills
Promotions, Community Organizing, Marketing Strategy, Advertising, Marketing Management, Green Marketing, Sustainability, Public Relations, Cultural Diversity, Spanish, LGBT community, Salesforce.com, Constant Contact, Web Design, Translation, Newsletters, Social Media, Diversity Marketing, Social Media Marketing, Solar Energy, Event Planning, Solar, Blogging, Corporate Branding, Corporate Communications, Social Media Measurement, MailChimp, Corporate Events, Marketing Automation, Business Statistics, SPSS, Stakeholder Engagement, Marketing, iOS, Public Speaking, Marketing Communications, Strategy, Social Networking, Nonprofits, Fundraising, Press Releases, Online Marketing, Sales, IT Service Management, Citrix QuickComm, Media Relations, Research, WordPress, Market Research, BMC Remedy
Education
University of Houston-Downtown 2010 — 2012
Bachelor of Business Administration (BBA)
F.W. Marsh Energy Services September 2014 - Present
F.W. Marsh Energy Services June 2014 - September 2014
Starbucks September 2008 - September 2014
ExxonMobil April 2014 - June 2014
ExxonMobil May 2013 - April 2014
US Green Building Council EP November 2011 - September 2013
ExxonMobil January 2013 - May 2013
University of Houston-Downtown August 2012 - December 2012
APS Solar February 2012 - April 2012
Merrill Lynch September 2011 - December 2011
Skills
Promotions, Community Organizing, Marketing Strategy, Advertising, Marketing Management, Green Marketing, Sustainability, Public Relations, Cultural Diversity, Spanish, LGBT community, Salesforce.com, Constant Contact, Web Design, Translation, Newsletters, Social Media, Diversity Marketing, Social Media Marketing, Solar Energy, Event Planning, Solar, Blogging, Corporate Branding, Corporate Communications, Social Media Measurement, MailChimp, Corporate Events, Marketing Automation, Business Statistics, SPSS, Stakeholder Engagement, Marketing, iOS, Public Speaking, Marketing Communications, Strategy, Social Networking, Nonprofits, Fundraising, Press Releases, Online Marketing, Sales, IT Service Management, Citrix QuickComm, Media Relations, Research, WordPress, Market Research, BMC Remedy
Education
University of Houston-Downtown 2010 — 2012
Bachelor of Business Administration (BBA)
Richie Leone Richie Leone's Merrill Lynch Experience November 2013 - March 2014
Job Professional Athlete
Industry Philanthropy
Experience
University of Houston May 2010 - May 2014
Merrill Lynch November 2013 - March 2014
Skills
Teaching, Research, Public Speaking, SPSS, Statistics, Psychology, Student Development, Higher Education, Time Management, Customer Service, Event Planning, Microsoft Excel, Leadership, Microsoft Office
Education
University of Houston 2010 — 2013
Bachelor's degree, Marketing
Roswell High School 2006 — 2010
University of Houston May 2010 - May 2014
Merrill Lynch November 2013 - March 2014
Skills
Teaching, Research, Public Speaking, SPSS, Statistics, Psychology, Student Development, Higher Education, Time Management, Customer Service, Event Planning, Microsoft Excel, Leadership, Microsoft Office
Education
University of Houston 2010 — 2013
Bachelor's degree, Marketing
Roswell High School 2006 — 2010
Janese Maricelli Janese Maricelli's Merrill Lynch Experience October 2012 - January 2013
Job Marketing Consultant / Graphic Designer / Traditional and NonTraditional Artist / Entrepreneur
Industry Marketing and Advertising
Experience
Janese D. Maricelli; BBA May 2007 - Present
Thomasscelli Designs January 2006 - Present
Merrill Lynch October 2012 - January 2013
EA Services November 2009 - November 2011
PacificSD Magazine November 2008 - March 2009
UNITE Eurotherapy 2009 - 2009
101 Things to Do San Diego July 2007 - October 2008
Skills
Editing, Layout, Social Media Marketing, Marketing, Digital Marketing, Social Media, Graphic Design, B2B, Public Relations, Salesforce.com, Advertising, Email Marketing, Event Planning, Wordpress, Online Advertising, Marketing Strategy, Marketing Communications, Branding & Identity, Photoshop, Corporate Branding, Sales, Press Releases, WordPress, Strategy, Copywriting, Brochures, Brand Development, Marketing Research, Logo Design, Fashion, Magazines, Online Marketing, Facebook, Creative Direction, Newsletters, Management
Education
University of Houston-Clear Lake 2003 — 2007
Business, Marketing, Liberal Arts
University of Houston-Clear Lake 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Janese D. Maricelli; BBA May 2007 - Present
Thomasscelli Designs January 2006 - Present
Merrill Lynch October 2012 - January 2013
EA Services November 2009 - November 2011
PacificSD Magazine November 2008 - March 2009
UNITE Eurotherapy 2009 - 2009
101 Things to Do San Diego July 2007 - October 2008
Skills
Editing, Layout, Social Media Marketing, Marketing, Digital Marketing, Social Media, Graphic Design, B2B, Public Relations, Salesforce.com, Advertising, Email Marketing, Event Planning, Wordpress, Online Advertising, Marketing Strategy, Marketing Communications, Branding & Identity, Photoshop, Corporate Branding, Sales, Press Releases, WordPress, Strategy, Copywriting, Brochures, Brand Development, Marketing Research, Logo Design, Fashion, Magazines, Online Marketing, Facebook, Creative Direction, Newsletters, Management
Education
University of Houston-Clear Lake 2003 — 2007
Business, Marketing, Liberal Arts
University of Houston-Clear Lake 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Jalen Dagher's Merrill Lynch Experience May 2014 - January 2015
Job Aspiring Finance Student with interest in Economics | Government Policy | Economic Policy
Industry Financial Services
Experience
Merrill Lynch May 2014 - January 2015
Kohl's Department Stores Summer Intern May 2013 - August 2013
City of Vicksburg, MS. October 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, iMovie
Education
University of Houston, C.T. Bauer College of Business 2012 — 2016
Bachelor's Degree, Major: Finance Minor: Economics, Junior
Warren Central High School 2008 — 2012
High School Diploma
University of Mississippi 2011 — 2011
Lott Leadership Institute, High School Students, American Government and Politics (United States)
Merrill Lynch May 2014 - January 2015
Kohl's Department Stores Summer Intern May 2013 - August 2013
City of Vicksburg, MS. October 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, iMovie
Education
University of Houston, C.T. Bauer College of Business 2012 — 2016
Bachelor's Degree, Major: Finance Minor: Economics, Junior
Warren Central High School 2008 — 2012
High School Diploma
University of Mississippi 2011 — 2011
Lott Leadership Institute, High School Students, American Government and Politics (United States)
Thomas Charles Brogan Thomas Charles Brogan's Merrill Lynch Experience July 2008 - November 2008
Job Compliance Analyst at National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco June 2013 - Present
BBVA Compass December 2011 - March 2012
Wells Fargo Advisors October 2010 - December 2011
Morgan Stanley November 2008 - September 2010
Merrill Lynch July 2008 - November 2008
Sonic Automotive August 2007 - July 2008
Skills
Portfolio Management, Financial Analysis, Asset Managment, Process Improvement, Relationship Management, Investments, Strategic Financial..., Business Analysis, Business Development, Sales Management, Asset Management, Compliance Analysis, Cross-functional Team..., Banking, Financial Modeling, Export Control..., Retirement Planning, Asset Allocation, Risk Management
Education
University of Houston, Victoria 2002 — 2007
BBA, Management
National Oilwell Varco June 2013 - Present
BBVA Compass December 2011 - March 2012
Wells Fargo Advisors October 2010 - December 2011
Morgan Stanley November 2008 - September 2010
Merrill Lynch July 2008 - November 2008
Sonic Automotive August 2007 - July 2008
Skills
Portfolio Management, Financial Analysis, Asset Managment, Process Improvement, Relationship Management, Investments, Strategic Financial..., Business Analysis, Business Development, Sales Management, Asset Management, Compliance Analysis, Cross-functional Team..., Banking, Financial Modeling, Export Control..., Retirement Planning, Asset Allocation, Risk Management
Education
University of Houston, Victoria 2002 — 2007
BBA, Management
Sage Thomson's Merrill Lynch Experience May 2003 - July 2004
Job Consultant, Commercial Strategy | Business Development
Industry Financial Services
Experience
Energy Aspects February 2013 - Present
SageEsque Consulting, LLC February 2009 - February 2013
Wells Fargo November 2005 - November 2007
Merrill Lynch May 2003 - July 2004
Morgan Stanley Smith Barney April 2002 - April 2003
Halliburton April 2001 - September 2001
Skills
Strategy, Process Improvement, Leadership, Investments, Bloomberg, Mutual Funds, Management Consulting, Banking, Credit, Insurance, Budgets, Team Building, Social Media Marketing, Negotiation, Trading, Business Development, Management, Analysis
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
I H Kempner 1995 — 1999
Energy Aspects February 2013 - Present
SageEsque Consulting, LLC February 2009 - February 2013
Wells Fargo November 2005 - November 2007
Merrill Lynch May 2003 - July 2004
Morgan Stanley Smith Barney April 2002 - April 2003
Halliburton April 2001 - September 2001
Skills
Strategy, Process Improvement, Leadership, Investments, Bloomberg, Mutual Funds, Management Consulting, Banking, Credit, Insurance, Budgets, Team Building, Social Media Marketing, Negotiation, Trading, Business Development, Management, Analysis
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
I H Kempner 1995 — 1999
Buff Hoffberg Buff Hoffberg's Merrill Lynch Experience August 1979 - September 1987
Job Owner at Houseworks Daylighting Solutions, LLC
Industry Construction
Experience
Houseworks Daylighting Solutions, LLC February 2001 - Present
The Roberts Construction Group September 1997 - February 2001
Merrill Lynch August 1979 - September 1987
Skills
Negotiation, Green Building, Natural Lighting Design, Construction Management, Solar Power, Renovation, Solar Energy, Green, Contractors, Homebuilding, Roofers, Residential Homes, Daylighting, Construction, Carpentry, Room Addition, Energy Efficiency, Value Engineering, Sustainability, Interior Design, Sustainable Design, Building Materials, Cabinetry, Contract Negotiation, Restoration, Aging in Place, Builders, Basements, Bathrooms, Flooring, Walls, Siding, Countertops, Decks, Custom Homes, Residential Design, LEED, LEED AP, Tiles, Interior Architecture, Lighting Design, Roofs, Window, Energy Conservation, Drywall, Space planning, Pergolas, Exterior, Garages, Home Improvement
Education
University of Illinois at Chicago 1969 — 1973
Zoology/Animal Biology
Houseworks Daylighting Solutions, LLC February 2001 - Present
The Roberts Construction Group September 1997 - February 2001
Merrill Lynch August 1979 - September 1987
Skills
Negotiation, Green Building, Natural Lighting Design, Construction Management, Solar Power, Renovation, Solar Energy, Green, Contractors, Homebuilding, Roofers, Residential Homes, Daylighting, Construction, Carpentry, Room Addition, Energy Efficiency, Value Engineering, Sustainability, Interior Design, Sustainable Design, Building Materials, Cabinetry, Contract Negotiation, Restoration, Aging in Place, Builders, Basements, Bathrooms, Flooring, Walls, Siding, Countertops, Decks, Custom Homes, Residential Design, LEED, LEED AP, Tiles, Interior Architecture, Lighting Design, Roofs, Window, Energy Conservation, Drywall, Space planning, Pergolas, Exterior, Garages, Home Improvement
Education
University of Illinois at Chicago 1969 — 1973
Zoology/Animal Biology
Tristan Longino's Merrill Lynch Experience August 2005 - February 2007
Job Attorney at Skillern Law PLLC
Industry Law Practice
Experience
Skillern Law PLLC August 2013 - Present
Longino Law, PLLC July 2013 - August 2013
Chris A. Spofford, PC April 2012 - July 2013
Nichols Law, P.L.L.C. January 2011 - April 2012
312th District Court May 2010 - August 2010
Duane Morris June 2009 - August 2009
Dell Financial Services June 2007 - July 2008
Merrill Lynch August 2005 - February 2007
Sandler O'Neill & Partners May 2002 - August 2004
Skills
Information Technology, ProDoc, Microsoft Office, Corel Wordperfect, Adobe Acrobat, PACER (federal courts..., Mediation, Family Law, Legal Research, Excel, Word, PowerPoint, Outlook, Research, Legal Writing, Litigation, Appeals, Hearings, Microsoft Excel, Microsoft Word
Education
University of Houston Law Center 2008 — 2011
Juris Doctorate, Law
University of Richmond 2001 — 2005
B.S, Business Administration
Skillern Law PLLC August 2013 - Present
Longino Law, PLLC July 2013 - August 2013
Chris A. Spofford, PC April 2012 - July 2013
Nichols Law, P.L.L.C. January 2011 - April 2012
312th District Court May 2010 - August 2010
Duane Morris June 2009 - August 2009
Dell Financial Services June 2007 - July 2008
Merrill Lynch August 2005 - February 2007
Sandler O'Neill & Partners May 2002 - August 2004
Skills
Information Technology, ProDoc, Microsoft Office, Corel Wordperfect, Adobe Acrobat, PACER (federal courts..., Mediation, Family Law, Legal Research, Excel, Word, PowerPoint, Outlook, Research, Legal Writing, Litigation, Appeals, Hearings, Microsoft Excel, Microsoft Word
Education
University of Houston Law Center 2008 — 2011
Juris Doctorate, Law
University of Richmond 2001 — 2005
B.S, Business Administration
Samantha Tran Lopez's Merrill Lynch Experience February 2010 - December 2011
Job Management Accountant at Schlumberger
Industry Accounting
Experience
Schlumberger October 2014 - Present
Key Energy Services April 2013 - October 2014
Greystar December 2011 - March 2013
Merrill Lynch February 2010 - December 2011
Skills
Accounting, Account Reconciliation, Bank Reconciliation, Financial Statements, Accruals, Financial Reporting, General Ledger, Financial Analysis, GAAP, Financial Accounting, Accounts Payable, Accounts Receivable, Variance Analysis, US GAAP, Tax, Journal Entries, Payroll, Analysis, Spreadsheets, Microsoft Excel, Revenue Recognition, Financial Advisory, Investments, Budgets, PowerPoint, Finance, Microsoft Word, Internal Controls, Customer Service
Education
University of Houston 2007 — 2011
BBA, Accounting
George Bush High School
Schlumberger October 2014 - Present
Key Energy Services April 2013 - October 2014
Greystar December 2011 - March 2013
Merrill Lynch February 2010 - December 2011
Skills
Accounting, Account Reconciliation, Bank Reconciliation, Financial Statements, Accruals, Financial Reporting, General Ledger, Financial Analysis, GAAP, Financial Accounting, Accounts Payable, Accounts Receivable, Variance Analysis, US GAAP, Tax, Journal Entries, Payroll, Analysis, Spreadsheets, Microsoft Excel, Revenue Recognition, Financial Advisory, Investments, Budgets, PowerPoint, Finance, Microsoft Word, Internal Controls, Customer Service
Education
University of Houston 2007 — 2011
BBA, Accounting
George Bush High School
Tina Phan Tina Phan's Merrill Lynch Experience January 2010 - May 2010
Job Analyst at Atlantic Trading & Marketing, Inc./TOTAL
Industry Oil & Energy
Experience
Atlantic Trading & Marketing, Inc. February 2015 - Present
Gastelum Industries August 2014 - February 2015
LyondellBasell June 2013 - May 2014
LyondellBasell March 2011 - July 2013
Memorial Eye November 2006 - March 2011
Merrill Lynch January 2010 - May 2010
Skills
SAP, Customer Service, Supply Chain..., Polymers, Microsoft Office, Microsoft Excel, Research, Logistics, Strategic Planning, Team Building, Marketing, Team Leadership, Public Speaking, Import Export, Oil & Gas Industry, Energy Markets, Pricing Analysis, Natural Gas, Scheduling
Education
University of Houston 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Houston 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Atlantic Trading & Marketing, Inc. February 2015 - Present
Gastelum Industries August 2014 - February 2015
LyondellBasell June 2013 - May 2014
LyondellBasell March 2011 - July 2013
Memorial Eye November 2006 - March 2011
Merrill Lynch January 2010 - May 2010
Skills
SAP, Customer Service, Supply Chain..., Polymers, Microsoft Office, Microsoft Excel, Research, Logistics, Strategic Planning, Team Building, Marketing, Team Leadership, Public Speaking, Import Export, Oil & Gas Industry, Energy Markets, Pricing Analysis, Natural Gas, Scheduling
Education
University of Houston 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Houston 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Victor D. Walker Victor D. Walker's Merrill Lynch Experience August 1998 - February 2009
Job Corporate & Securities Attorney at Law Office of Victor D. Walker, P.C.
Industry Law Practice
Experience
Law Office of Victor D, Walker, P.C. August 2011 - Present
Ameriprise Financial Services, Inc. February 2009 - March 2012
Merrill Lynch August 1998 - February 2009
SunAmerica Corporate Finance 1995 - 1998
Dain Rauscher 1994 - 1995
Citi 1990 - 1992
Deloitte & Touche 1986 - 1986
Skills
Corporate Finance, Securities, Private Placements, IPO, Equities, Corporate Governance, Contract Negotiation, Debt, M&A due diligence, Entity Formation
Education
University of Virginia School of Law 1986 — 1990
JD, Corporate Law
University of Virginia Darden School of Business 1987 — 1990
MBA, Business Administration
University of Houston, C.T. Bauer College of Business 1981 — 1985
BBA, Accounting
Law Office of Victor D, Walker, P.C. August 2011 - Present
Ameriprise Financial Services, Inc. February 2009 - March 2012
Merrill Lynch August 1998 - February 2009
SunAmerica Corporate Finance 1995 - 1998
Dain Rauscher 1994 - 1995
Citi 1990 - 1992
Deloitte & Touche 1986 - 1986
Skills
Corporate Finance, Securities, Private Placements, IPO, Equities, Corporate Governance, Contract Negotiation, Debt, M&A due diligence, Entity Formation
Education
University of Virginia School of Law 1986 — 1990
JD, Corporate Law
University of Virginia Darden School of Business 1987 — 1990
MBA, Business Administration
University of Houston, C.T. Bauer College of Business 1981 — 1985
BBA, Accounting
Urooj Faisal's Merrill Lynch Experience May 2010 - January 2011
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Tara Energy April 2011 - October 2013
Merrill Lynch May 2010 - January 2011
BBVA Compass February 2009 - May 2010
Skills
Business Development, Customer Service, Sales Management, Marketing, New Business Development, Microsoft Excel
Education
University of Houston 2010 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Tara Energy April 2011 - October 2013
Merrill Lynch May 2010 - January 2011
BBVA Compass February 2009 - May 2010
Skills
Business Development, Customer Service, Sales Management, Marketing, New Business Development, Microsoft Excel
Education
University of Houston 2010 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Megan Stafford, SPHR Megan Stafford, SPHR's Merrill Lynch Experience January 2000 - July 2006
Job Public Outreach & HR Professional
Industry Oil & Energy
Experience
Williams February 2014 - Present
Williams Company January 2013 - Present
Williams Company March 2009 - Present
Boardwalk Pipeline Partners July 2006 - March 2009
Merrill Lynch January 2000 - July 2006
Entergy-Koch (Koch Affiliated Company) 2000 - 2004
Powell Electrical Manufacturing June 1998 - December 1999
Skills
HRIS, Recruiting, Project Management, Employee Relations, Employee Benefits, Human Resources, Strategic Human..., Succession Planning, Workforce Planning, Talent Management, Applicant Tracking..., Talent Acquisition, Performance Management, Employee Engagement, Onboarding, HR Policies, Strategic HR, Management, Coaching, HR Consulting, Organizational..., Change Management, Strategic Planning, Compensation Structures, Open Enrollment, Exit Interviews, Benefits Administration, New Hire Orientations, Performance Appraisal, Organizational..., Leadership Development, Technical Recruiting, Training, Personnel Management, Job Descriptions, Payroll, ADP Payroll, College Recruiting, Policy, FMLA
Education
Corporate Leadership Council 2011 — 2011
University of Houston 1998 — 2003
Technology, Leadership & Supervision, Human Resources
Williams February 2014 - Present
Williams Company January 2013 - Present
Williams Company March 2009 - Present
Boardwalk Pipeline Partners July 2006 - March 2009
Merrill Lynch January 2000 - July 2006
Entergy-Koch (Koch Affiliated Company) 2000 - 2004
Powell Electrical Manufacturing June 1998 - December 1999
Skills
HRIS, Recruiting, Project Management, Employee Relations, Employee Benefits, Human Resources, Strategic Human..., Succession Planning, Workforce Planning, Talent Management, Applicant Tracking..., Talent Acquisition, Performance Management, Employee Engagement, Onboarding, HR Policies, Strategic HR, Management, Coaching, HR Consulting, Organizational..., Change Management, Strategic Planning, Compensation Structures, Open Enrollment, Exit Interviews, Benefits Administration, New Hire Orientations, Performance Appraisal, Organizational..., Leadership Development, Technical Recruiting, Training, Personnel Management, Job Descriptions, Payroll, ADP Payroll, College Recruiting, Policy, FMLA
Education
Corporate Leadership Council 2011 — 2011
University of Houston 1998 — 2003
Technology, Leadership & Supervision, Human Resources
Juliet Obiahu's Merrill Lynch Experience April 2008 - May 2009
Job Project Controls and operations
Industry Oil & Energy
Experience
EPMA April 2014 - August 2014
CenterPoint Energy May 2012 - January 2014
Baker Hughes 2009 - February 2012
Merrill Lynch April 2008 - May 2009
Skills
MS Project, Project Management, User Acceptance Testing, Data Migration, PMO, Project Planning, Energy, Project Portfolio..., Visio, Risk Management, SAP, Contract Management, Requirements Gathering, Strategy, Testing, Microsoft Project, Program Management, Analysis, Microsoft Office
Education
University of Houston-Downtown 2009 — 2011
Bachelor of Science (B.S.) and Bachelors of Business, Industrial & Organizational Psychology and International Business
EPMA April 2014 - August 2014
CenterPoint Energy May 2012 - January 2014
Baker Hughes 2009 - February 2012
Merrill Lynch April 2008 - May 2009
Skills
MS Project, Project Management, User Acceptance Testing, Data Migration, PMO, Project Planning, Energy, Project Portfolio..., Visio, Risk Management, SAP, Contract Management, Requirements Gathering, Strategy, Testing, Microsoft Project, Program Management, Analysis, Microsoft Office
Education
University of Houston-Downtown 2009 — 2011
Bachelor of Science (B.S.) and Bachelors of Business, Industrial & Organizational Psychology and International Business
Dennison DeGregor's Merrill Lynch Experience 1998 - 2000
Job Worldwide Group Executive, Enterprise Customer Services HEWLETTPACKARD Author: The CustomerTransparent Enterprise TM
Industry Executive Office
Experience
HEWLETT-PACKARD 2011 - Present
TATA 2007 - 2011
BANK OF AMERICA 2003 - 2007
ALLSTATE 2000 - 2003
MERRILL LYNCH 1998 - 2000
Qwest 1996 - 1998
Skills
CRM, Customer Experience, Business Transformation, Thought Leadership, Analytics, Executive Management, Customer Engagement, Vendor Management, New Business Development, Strategic Leadership, Customer Insight, Cloud Computing, Innovation, Integration, Team Leadership, Operations Management, Strategic Planning, Social Media, Strategic Thinking, Data Management, Mobile Marketing, Insurance, Knowledge Management, Mergers, Optimization, Team Management, Telecommunications, Banking, Credit Cards, Digital Strategy, Big Data, Published Author, CRM software, Intellectual Capital..., Global Strategy, Information Systems..., Corporate Management, Mobile Internet, Business Integration, Channel Management, Channel Optimization, Channel Expansion, Distribution, Internet, SEO, Yield Management, Wealth Management, CRM Integration, Social CRM, Strategy
Education
University of Chicago 1987 — 1989
MBA, GENERAL MANAGEMENT/ENTREPRENEURIAL
University of Illinois at Chicago
B.S., Liberal Arts & Sciences
HEWLETT-PACKARD 2011 - Present
TATA 2007 - 2011
BANK OF AMERICA 2003 - 2007
ALLSTATE 2000 - 2003
MERRILL LYNCH 1998 - 2000
Qwest 1996 - 1998
Skills
CRM, Customer Experience, Business Transformation, Thought Leadership, Analytics, Executive Management, Customer Engagement, Vendor Management, New Business Development, Strategic Leadership, Customer Insight, Cloud Computing, Innovation, Integration, Team Leadership, Operations Management, Strategic Planning, Social Media, Strategic Thinking, Data Management, Mobile Marketing, Insurance, Knowledge Management, Mergers, Optimization, Team Management, Telecommunications, Banking, Credit Cards, Digital Strategy, Big Data, Published Author, CRM software, Intellectual Capital..., Global Strategy, Information Systems..., Corporate Management, Mobile Internet, Business Integration, Channel Management, Channel Optimization, Channel Expansion, Distribution, Internet, SEO, Yield Management, Wealth Management, CRM Integration, Social CRM, Strategy
Education
University of Chicago 1987 — 1989
MBA, GENERAL MANAGEMENT/ENTREPRENEURIAL
University of Illinois at Chicago
B.S., Liberal Arts & Sciences
Bianca Tuggle's Merrill Lynch Experience August 2013 - Present
Job Merrill Lynch Inern
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Skills
Microsoft Excel, Teamwork, Financial Analysis, Research, Market Research, Leadership, Outlook, Finance
Education
University of Houston-Downtown 2011 — 2014
Bachelor's Degree, International Business
University of North Texas 2008 — 2011
Bachelor of Business Administration (B.B.A.), International Business
Merrill Lynch August 2013 - Present
Skills
Microsoft Excel, Teamwork, Financial Analysis, Research, Market Research, Leadership, Outlook, Finance
Education
University of Houston-Downtown 2011 — 2014
Bachelor's Degree, International Business
University of North Texas 2008 — 2011
Bachelor of Business Administration (B.B.A.), International Business
Shruti Patel Shruti Patel's Merrill Lynch Experience April 1999 - August 2001
Job VP Human Resources at AIG
Industry Human Resources
Experience
AIG September 2013 - Present
American Express November 2003 - September 2013
Pharmacia Corp November 2001 - September 2003
Merrill Lynch April 1999 - August 2001
Morgan Stanley 1987 - 1998
Skills
Talent Management, Succession Planning, Organizational..., Global Compensation, Employee Engagement, Leadership Development
Education
University of Houston
Bachelor of Science (B.S.), Economics, Sociology
AIG September 2013 - Present
American Express November 2003 - September 2013
Pharmacia Corp November 2001 - September 2003
Merrill Lynch April 1999 - August 2001
Morgan Stanley 1987 - 1998
Skills
Talent Management, Succession Planning, Organizational..., Global Compensation, Employee Engagement, Leadership Development
Education
University of Houston
Bachelor of Science (B.S.), Economics, Sociology
Isabel (Haskins) Graf Isabel (Haskins) Graf's Merrill Lynch Experience 1999 - 2000
Job Owner, Insights2Talent, HR consulting firm specializing in talent development
Industry Human Resources
Experience
Insights2Talent, LLC October 2008 - Present
Strayer University January 2010 - December 2011
ING June 2007 - October 2008
CSX Transportation 2002 - 2007
Right Management 2001 - 2002
Merrill Lynch 1999 - 2000
Inacom August 1987 - September 1991
Pearson Education June 1985 - July 1987
KPMG September 1982 - June 1985
Skills
Succession Planning, Leadership Development, Talent Management, Organizational..., Performance Management, Assessment Centers, Executive Coaching, HR Consulting, Onboarding, Talent Development, Team Building, Career Development, Coaching, Training, Employee Relations, Human Resources, Talent Acquisition, Strategy, Leadership, Workforce Planning, Organizational..., Change Management, Employee Training, Employee Benefits, Assessment Center, Instructional Design, Training Delivery, Employee Engagement, Management, Career Counseling, Program Management, Organizational Design, Personnel Management, Workshop Facilitation
Education
University of Illinois at Chicago 1992 — 1999
PhD, Human Resources Management & Organizational Behavior
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Accounting
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance & Organizational Management
Insights2Talent, LLC October 2008 - Present
Strayer University January 2010 - December 2011
ING June 2007 - October 2008
CSX Transportation 2002 - 2007
Right Management 2001 - 2002
Merrill Lynch 1999 - 2000
Inacom August 1987 - September 1991
Pearson Education June 1985 - July 1987
KPMG September 1982 - June 1985
Skills
Succession Planning, Leadership Development, Talent Management, Organizational..., Performance Management, Assessment Centers, Executive Coaching, HR Consulting, Onboarding, Talent Development, Team Building, Career Development, Coaching, Training, Employee Relations, Human Resources, Talent Acquisition, Strategy, Leadership, Workforce Planning, Organizational..., Change Management, Employee Training, Employee Benefits, Assessment Center, Instructional Design, Training Delivery, Employee Engagement, Management, Career Counseling, Program Management, Organizational Design, Personnel Management, Workshop Facilitation
Education
University of Illinois at Chicago 1992 — 1999
PhD, Human Resources Management & Organizational Behavior
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Accounting
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance & Organizational Management
Ashok Vaswani Ashok Vaswani's Merrill Lynch Experience December 1999 - April 2001
Job Sr. Virtualization Analyst at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets November 2014 - Present
RBC Capital Markets May 2013 - Present
KPMG/Orion System Integrator November 2012 - May 2013
Morgan Stanley July 2003 - October 2012
JPMorgan Chase May 2001 - June 2003
Merrill Lynch December 1999 - April 2001
CIGNA February 1998 - December 1999
Prudential September 1997 - February 1998
New York Hospital December 1996 - September 1997
Modi Olivetti Ltd (India) March 1992 - November 1996
Education
VMware Vsphere 5.1 (VCAD510) 2015 — 2015
MCTS - SCCM 2007 2012 — 2012
MCTS
Microsoft Certified Systems Engineer 2012 — 2012
CCA - Citrix XenDesktop 5 2011 — 2011
CCA, XenDesktop 5
VMWare VSphere 4.0 2011 — 2011
New York 2000 — 2000
Diploma, Computer Science
University of Hyderabad 1992 — 1994
Bachelor of Science, Mathematics
University of Mumbai 1990 — 1992
Diploma, Computer Science
RBC Capital Markets November 2014 - Present
RBC Capital Markets May 2013 - Present
KPMG/Orion System Integrator November 2012 - May 2013
Morgan Stanley July 2003 - October 2012
JPMorgan Chase May 2001 - June 2003
Merrill Lynch December 1999 - April 2001
CIGNA February 1998 - December 1999
Prudential September 1997 - February 1998
New York Hospital December 1996 - September 1997
Modi Olivetti Ltd (India) March 1992 - November 1996
Education
VMware Vsphere 5.1 (VCAD510) 2015 — 2015
MCTS - SCCM 2007 2012 — 2012
MCTS
Microsoft Certified Systems Engineer 2012 — 2012
CCA - Citrix XenDesktop 5 2011 — 2011
CCA, XenDesktop 5
VMWare VSphere 4.0 2011 — 2011
New York 2000 — 2000
Diploma, Computer Science
University of Hyderabad 1992 — 1994
Bachelor of Science, Mathematics
University of Mumbai 1990 — 1992
Diploma, Computer Science
Oscar Harrison Oscar Harrison's Merrill Lynch Experience August 2008 - August 2012
Job VP, Wealth Management, at Sorrento Pacific Finanacial LLC; FB Financial Services, A Division of Fremont Bank
Industry Financial Services
Experience
Sorrento Pacific Finanacial LLC; FB Financial Services, A Division of Fremont Bank April 2013 - Present
A&O Carriers LLC. February 2012 - Present
Raymond James Financial Inc. October 2012 - April 2013
Merrill Lynch August 2008 - August 2012
Bank of America January 2005 - September 2008
Skills
Financial Services, Asset Allocation, Investment Advisory, Mutual Funds, Alternative Investments, Financial Advisory, Securities, Risk Management, Investments, Retirement Planning, Equities, Asset Management, Fixed Income, Asset Managment
Education
US Navy War College 1992 — 1993
University of Houston 1987 — 1990
Sorrento Pacific Finanacial LLC; FB Financial Services, A Division of Fremont Bank April 2013 - Present
A&O Carriers LLC. February 2012 - Present
Raymond James Financial Inc. October 2012 - April 2013
Merrill Lynch August 2008 - August 2012
Bank of America January 2005 - September 2008
Skills
Financial Services, Asset Allocation, Investment Advisory, Mutual Funds, Alternative Investments, Financial Advisory, Securities, Risk Management, Investments, Retirement Planning, Equities, Asset Management, Fixed Income, Asset Managment
Education
US Navy War College 1992 — 1993
University of Houston 1987 — 1990
Leah E. Hughes Leah E. Hughes's Merrill Lynch Experience August 2009 - March 2011
Job Financial Planner/Operations Manager at Andrews Financial Services
Industry Financial Services
Experience
Andrews Financial Services Financial Planner/Operations ManagerAndrews Financial ServicesFebruary 2015 - Present
PartnersInWealth, Inc. March 2011 - February 2015
Merrill Lynch August 2009 - March 2011
Service Brands-Molly Maid January 2009 - August 2009
JPMorgan Chase August 2005 - September 2008
JPMorgan Chase January 2003 - August 2005
BNP Paribas April 1992 - January 2003
Societe Generale February 1990 - April 1992
Skills
Financial Management, Financial Planning, Comprehensive Wealth..., Personal Financial..., Wealth Management, Estate Tax Planning, Retirement Planning, Estate Planning, Portfolio Management, Strategic Financial..., Managerial Finance, Wealth Management..., Change Management, Investments, Financial Advisory, Banking, Finance, Business Process..., Key Performance..., Supervisory Experience, Operations Management, Risk Management, Loan Servicing, Investment Banking, AML/KYC Compliance, Quality Control, Credit Documentation, Regulatory Compliance, Leadership, Credit, Investment Advisory, Strategy, Loans, Credit Reports
Education
University of Houston, C.T. Bauer College of Business 1985 — 1989
Business-Finance, Finance
J Frank Dobie HS
High School Diploma - Honors Graduate
Andrews Financial Services Financial Planner/Operations ManagerAndrews Financial ServicesFebruary 2015 - Present
PartnersInWealth, Inc. March 2011 - February 2015
Merrill Lynch August 2009 - March 2011
Service Brands-Molly Maid January 2009 - August 2009
JPMorgan Chase August 2005 - September 2008
JPMorgan Chase January 2003 - August 2005
BNP Paribas April 1992 - January 2003
Societe Generale February 1990 - April 1992
Skills
Financial Management, Financial Planning, Comprehensive Wealth..., Personal Financial..., Wealth Management, Estate Tax Planning, Retirement Planning, Estate Planning, Portfolio Management, Strategic Financial..., Managerial Finance, Wealth Management..., Change Management, Investments, Financial Advisory, Banking, Finance, Business Process..., Key Performance..., Supervisory Experience, Operations Management, Risk Management, Loan Servicing, Investment Banking, AML/KYC Compliance, Quality Control, Credit Documentation, Regulatory Compliance, Leadership, Credit, Investment Advisory, Strategy, Loans, Credit Reports
Education
University of Houston, C.T. Bauer College of Business 1985 — 1989
Business-Finance, Finance
J Frank Dobie HS
High School Diploma - Honors Graduate
Simon Whitaker Simon Whitaker's Merrill Lynch Experience May 2011 - December 2011
Job Financial Advisor at USAA
Industry Retail
Experience
USAA November 2013 - Present
BBVA Compass April 2012 - October 2013
Merrill Lynch May 2011 - December 2011
Yuppy Puppy, Inc January 2003 - June 2011
Countrywide Home Loans December 2000 - November 2003
Draper & Kramer January 1997 - January 2000
Skills
Series 7, Insurance, Strategic Financial..., Wealth Management, Finance, Cross Selling, CRM, Cold Calling, Retirement Planning, Investments, Financial Services, Fixed Annuities, Securities, Series 63, Portfolio Management, Asset Allocation, Financial Advisory, Mutual Funds, Risk Management, Wealth, Life Insurance, Investment Strategies, Investment Advisory, Retirement, Asset Management, IRAs, Business Development, Financial Planning, Loans, Management, Sales
Education
University of Illinois 1992 — 1994
Marketing, Marketing
Deerfield HS 1985 — 1986
General
Mostyn House 1977 — 1980
USAA November 2013 - Present
BBVA Compass April 2012 - October 2013
Merrill Lynch May 2011 - December 2011
Yuppy Puppy, Inc January 2003 - June 2011
Countrywide Home Loans December 2000 - November 2003
Draper & Kramer January 1997 - January 2000
Skills
Series 7, Insurance, Strategic Financial..., Wealth Management, Finance, Cross Selling, CRM, Cold Calling, Retirement Planning, Investments, Financial Services, Fixed Annuities, Securities, Series 63, Portfolio Management, Asset Allocation, Financial Advisory, Mutual Funds, Risk Management, Wealth, Life Insurance, Investment Strategies, Investment Advisory, Retirement, Asset Management, IRAs, Business Development, Financial Planning, Loans, Management, Sales
Education
University of Illinois 1992 — 1994
Marketing, Marketing
Deerfield HS 1985 — 1986
General
Mostyn House 1977 — 1980
Bobby Moore Bobby Moore's Merrill Lynch Experience December 1999 - December 2008
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch December 1999 - December 2008
Comerica December 1996 - December 1999
Education
University of Houston, C.T. Bauer College of Business 1994 — 1996
Bachelor, Finance
Bank of America Merrill Lynch January 2009 - Present
Merrill Lynch December 1999 - December 2008
Comerica December 1996 - December 1999
Education
University of Houston, C.T. Bauer College of Business 1994 — 1996
Bachelor, Finance
Kimberly (Farnen) Stover Kimberly (Farnen) Stover's Merrill Lynch Experience May 2006 - August 2006
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company April 2011 - Present
Deloitte Corporate Finance LLC July 2007 - April 2011
Merrill Lynch May 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Mergers, Corporate Development, Financial Modeling, Due Diligence, Business Valuation, Management Consulting, Strategy, Operations Management, Purchasing, Purchasing Negotiation, Manufacturing..., Supply Chain Management, Divestitures, Valuation, Mergers & Acquisitions
Education
University of Idaho 2003 — 2007
B.S., Finance / Foreign Languages
McKinsey & Company April 2011 - Present
Deloitte Corporate Finance LLC July 2007 - April 2011
Merrill Lynch May 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Mergers, Corporate Development, Financial Modeling, Due Diligence, Business Valuation, Management Consulting, Strategy, Operations Management, Purchasing, Purchasing Negotiation, Manufacturing..., Supply Chain Management, Divestitures, Valuation, Mergers & Acquisitions
Education
University of Idaho 2003 — 2007
B.S., Finance / Foreign Languages
Raymond Velasco Raymond Velasco's Merrill Lynch Experience 2002 - 2005
Job Financial Services Representative at MetLife
Industry Insurance
Experience
MetLife 2005 - Present
Merrill Lynch 2002 - 2005
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Finance
MetLife 2005 - Present
Merrill Lynch 2002 - 2005
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Finance
Wagnon, Brian C's Merrill Lynch Experience April 2011 - January 2013
Job Wealth Advisor
Industry Financial Services
Experience
Wishing Star Foundation December 2013 - Present
Columbia Bank June 2013 - Present
Emerging Leaders Society Spokane County United Way 2013 - Present
Bank of America January 2013 - June 2013
Merrill Lynch April 2011 - January 2013
Wells Fargo July 2006 - April 2011
Skills
Investments, Wealth Management, Retirement Planning, Wealth, Finance, Financial Advisory, Wealth Management..., Series 7, 401k Rollovers, Mutual Funds, IRAs, Long Term Care Insurance, Personal Financial..., Term Life Insurance, Asset Management, Disability Insurance, Life Insurance, Retirement, High Net Worth..., Saving for Education, Uniform Combined State..., 529 Plans, Series 66, Life & Health Insurance..., Fixed Income, Equities, Variable Annuities, Lines Of Credit, Philanthropy, Planned Giving
Education
University of Idaho 2003 — 2006
Bachelor's of Science, Psychology
North Idaho College 2000 — 2003
Associate of Science (A.S.), Psychology
Wishing Star Foundation December 2013 - Present
Columbia Bank June 2013 - Present
Emerging Leaders Society Spokane County United Way 2013 - Present
Bank of America January 2013 - June 2013
Merrill Lynch April 2011 - January 2013
Wells Fargo July 2006 - April 2011
Skills
Investments, Wealth Management, Retirement Planning, Wealth, Finance, Financial Advisory, Wealth Management..., Series 7, 401k Rollovers, Mutual Funds, IRAs, Long Term Care Insurance, Personal Financial..., Term Life Insurance, Asset Management, Disability Insurance, Life Insurance, Retirement, High Net Worth..., Saving for Education, Uniform Combined State..., 529 Plans, Series 66, Life & Health Insurance..., Fixed Income, Equities, Variable Annuities, Lines Of Credit, Philanthropy, Planned Giving
Education
University of Idaho 2003 — 2006
Bachelor's of Science, Psychology
North Idaho College 2000 — 2003
Associate of Science (A.S.), Psychology
Sally Kline's Merrill Lynch Experience May 1985 - October 2008
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Smith Barney October 2008 - Present
Merrill Lynch May 1985 - October 2008
Merrill Lynch May 1984 - October 2007
Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Asset Management, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Investment Advisory, Securities, Financial Planning, Financial Advisory, Financial Analysis, Fixed Income, Investment Management, Financial Services, Equities
Education
University of Houston
BS, Business
Wharton Executive Education
CIMA, Certified Investment Management Analyst
Morgan Stanley Smith Barney October 2008 - Present
Merrill Lynch May 1985 - October 2008
Merrill Lynch May 1984 - October 2007
Skills
Investments, Portfolio Management, Investment Strategies, Mutual Funds, Asset Management, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Investment Advisory, Securities, Financial Planning, Financial Advisory, Financial Analysis, Fixed Income, Investment Management, Financial Services, Equities
Education
University of Houston
BS, Business
Wharton Executive Education
CIMA, Certified Investment Management Analyst
Jared Bahner's Merrill Lynch Experience 2007 - 2009
Job EVP Business Development at Zoobean
Industry Libraries
Experience
Zoobean 2015 - Present
Computer Services, Inc. 2014 - 2015
Digital Insight 2013 - 2014
BancVue 2011 - 2013
Thomson Reuters 2009 - 2012
Merrill Lynch 2007 - 2009
Wachovia 2006 - 2008
Skills
Banking, Financial Services, Marketing, Sales Management, Marketing Strategy, Sales, Management, Selling, Wealth Management, Sales Process, Sales Operations, Credit Unions, Finance, Mergers & Acquisitions, Sales Process..., Payments, Training, Business Development, Relationship Management, Website Development, Customer Service, Account Management, Salesforce.com, Online Marketing, ACH, Start-ups, Enterprise Software, Search Engine Technology, Software Solutions, Mobile Marketing, Financial Literacy..., Strategic Planning, Process Improvement, Team Building
Education
University of Illinois at Chicago 2001 — 2005
Bachelor of Applied Science (BASc), Psychology
Zoobean 2015 - Present
Computer Services, Inc. 2014 - 2015
Digital Insight 2013 - 2014
BancVue 2011 - 2013
Thomson Reuters 2009 - 2012
Merrill Lynch 2007 - 2009
Wachovia 2006 - 2008
Skills
Banking, Financial Services, Marketing, Sales Management, Marketing Strategy, Sales, Management, Selling, Wealth Management, Sales Process, Sales Operations, Credit Unions, Finance, Mergers & Acquisitions, Sales Process..., Payments, Training, Business Development, Relationship Management, Website Development, Customer Service, Account Management, Salesforce.com, Online Marketing, ACH, Start-ups, Enterprise Software, Search Engine Technology, Software Solutions, Mobile Marketing, Financial Literacy..., Strategic Planning, Process Improvement, Team Building
Education
University of Illinois at Chicago 2001 — 2005
Bachelor of Applied Science (BASc), Psychology
Jennifer VanderSchoor, CFP®'s Merrill Lynch Experience September 1998 - February 2009
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Merrill Lynch September 1998 - February 2009
Education
University of Houston, C.T. Bauer College of Business 1995 — 1998
BBA, Finance
UBS Wealth Management February 2009 - Present
Merrill Lynch September 1998 - February 2009
Education
University of Houston, C.T. Bauer College of Business 1995 — 1998
BBA, Finance
Stephen Caton, stephen.caton@ubs.com713-985-3440 Stephen Caton, stephen.caton@ubs.com713-985-3440's Merrill Lynch Experience June 1983 - January 2009
Job First Vice PresidentWealth Management UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2009 - Present
Merrill Lynch June 1983 - January 2009
Marriott Corp January 1976 - May 1981
Education
University of Houston 1974 — 1979
BS, HRM
UBS Financial Services Inc. January 2009 - Present
Merrill Lynch June 1983 - January 2009
Marriott Corp January 1976 - May 1981
Education
University of Houston 1974 — 1979
BS, HRM
Mehrzad Kondazi Mehrzad Kondazi's Merrill Lynch Experience September 2006 - June 2009
Job Operations Control Center Manager at Swissport
Industry Marketing and Advertising
Experience
Swissport December 2014 - Present
confidential February 2012 - December 2014
Confidential January 2011 - January 2013
Morgan Stanley July 2009 - December 2010
Merrill Lynch September 2006 - June 2009
Army National Guard January 2002 - January 2005
US Navy January 1997 - August 2001
Embassy Row Hilton Hotel July 1995 - January 1997
Skills
Marketing, Foreign Languages, New Business Development, Event Management, Marketing Event Planning, Large-scale Event..., Military Experience, Sales Management, Marketing Management, Marketing Research, Financial Analysis, Global Marketing, Global Business..., International Sales, International Project..., International Marketing, Account Management, Key Account Management, Project Management, Talent Acquisition, Multilingual, Sales, Applicant Tracking..., Analysis, Leadership, Management, Market Research, Training, Salesforce.com, Marketing Strategy, Sales Operations, Human Resources, Cold Calling, Strategic Planning, Budgets, Coaching, CRM, Time Management
Education
University of Houston 2002 — 2006
BA, Economics
Clauberg Gymnasium 1990 — 1993
Abitur
Swissport December 2014 - Present
confidential February 2012 - December 2014
Confidential January 2011 - January 2013
Morgan Stanley July 2009 - December 2010
Merrill Lynch September 2006 - June 2009
Army National Guard January 2002 - January 2005
US Navy January 1997 - August 2001
Embassy Row Hilton Hotel July 1995 - January 1997
Skills
Marketing, Foreign Languages, New Business Development, Event Management, Marketing Event Planning, Large-scale Event..., Military Experience, Sales Management, Marketing Management, Marketing Research, Financial Analysis, Global Marketing, Global Business..., International Sales, International Project..., International Marketing, Account Management, Key Account Management, Project Management, Talent Acquisition, Multilingual, Sales, Applicant Tracking..., Analysis, Leadership, Management, Market Research, Training, Salesforce.com, Marketing Strategy, Sales Operations, Human Resources, Cold Calling, Strategic Planning, Budgets, Coaching, CRM, Time Management
Education
University of Houston 2002 — 2006
BA, Economics
Clauberg Gymnasium 1990 — 1993
Abitur
Darryl Booker Darryl Booker's Merrill Lynch Experience February 2005 - September 2007
Job Open Systems Support at Black Knight Financial Services
Industry Information Technology and Services
Experience
Black Knight Financial Services February 2015 - Present
Lender Processing Services, Inc. (LPS) December 2011 - May 2013
Fidelity Information Services January 2007 - November 2010
Merrill Lynch February 2005 - September 2007
Fidelity Information Services January 2001 - January 2003
Alltel Information Services January 1999 - January 2001
Alltel Information Services January 1996 - January 1999
Skills
Project Management, IT Operations, Troubleshooting, Management, IT Management, Project Planning, Oral & Written..., Coaching, Microsoft Office, Servers, Change Management, Software Documentation, Windows, Networking, Team Building, Information Technology, Integration, Visio, Technical Support, Vendor Management
Education
University of Phoenix 2009 — 2010
Graduate, Master of Information Systems
University of Illinois at Chicago 1976 — 1980
BA, Psychology
Black Knight Financial Services February 2015 - Present
Lender Processing Services, Inc. (LPS) December 2011 - May 2013
Fidelity Information Services January 2007 - November 2010
Merrill Lynch February 2005 - September 2007
Fidelity Information Services January 2001 - January 2003
Alltel Information Services January 1999 - January 2001
Alltel Information Services January 1996 - January 1999
Skills
Project Management, IT Operations, Troubleshooting, Management, IT Management, Project Planning, Oral & Written..., Coaching, Microsoft Office, Servers, Change Management, Software Documentation, Windows, Networking, Team Building, Information Technology, Integration, Visio, Technical Support, Vendor Management
Education
University of Phoenix 2009 — 2010
Graduate, Master of Information Systems
University of Illinois at Chicago 1976 — 1980
BA, Psychology
Russell Linnebur,'s Merrill Lynch Experience April 2003 - June 2006
Job Wealth/Investment Management
Industry Financial Services
Experience
Diagnostic Nutrition 2013 - 2013
New England, Zacks Wealth Management Group June 2006 - January 2009
ZACKS WEALTH MANAGEMENT GROUP June 2006 - January 2009
Zacks Investment Research April 2003 - January 2009
Investment, Merrill Lynch April 2003 - June 2006
Merrill Lynch April 2003 - June 2006
Cowen & Co October 1988 - October 2002
UBS PaineWebber January 1994 - January 2002
UBS PAINEWEBBER January 1994 - January 2002
Rice University August 1994 - June 1996
Skills
Financial Advisory, Investment Strategies, Investments, Asset Managment
Education
University of Houston 1991 — 1993
MBA, business management
The University of Texas at Austin 1975 — 1978
BBA, finance
Institute of Chartered Financial Analysts
CFA
University of Houston
M.B.A, Management
University of Houston
Master of Business Administration, Business Management
University of Texas
B.B.A, Finance
University of Texas
Bachelor of Business Administration, Finance
Diagnostic Nutrition 2013 - 2013
New England, Zacks Wealth Management Group June 2006 - January 2009
ZACKS WEALTH MANAGEMENT GROUP June 2006 - January 2009
Zacks Investment Research April 2003 - January 2009
Investment, Merrill Lynch April 2003 - June 2006
Merrill Lynch April 2003 - June 2006
Cowen & Co October 1988 - October 2002
UBS PaineWebber January 1994 - January 2002
UBS PAINEWEBBER January 1994 - January 2002
Rice University August 1994 - June 1996
Skills
Financial Advisory, Investment Strategies, Investments, Asset Managment
Education
University of Houston 1991 — 1993
MBA, business management
The University of Texas at Austin 1975 — 1978
BBA, finance
Institute of Chartered Financial Analysts
CFA
University of Houston
M.B.A, Management
University of Houston
Master of Business Administration, Business Management
University of Texas
B.B.A, Finance
University of Texas
Bachelor of Business Administration, Finance
Murtuza Husain Murtuza Husain's Merrill Lynch Experience June 2010 - June 2012
Job Power Trading
Industry Capital Markets
Experience
EDF Trading March 2015 - Present
Citi June 2012 - March 2015
Merrill Lynch June 2010 - June 2012
University of Houston January 2008 - September 2010
Mass Mutual August 2008 - December 2008
US Army 2002 - 2006
Skills
Risk Management, Teaching, Access, Microsoft Office, SharePoint, Openlink, Endur, Project Management, Natural Gas, Soft Commodities, Commodity Markets, Commodity, Financial Analysis, Financial Risk, Middle Office, Product Control, Options, Finance, Derivatives, Structured Finance, Bloomberg, Trading, VBA, Hedging, Risk Analysis, Valuation, Swaps, Market Risk, Trading Systems, Data Analysis, Commodity Risk..., Investment Banking, Portfolio Management, Corporate Finance, Capital Markets, Banking, Financial Markets, Interest Rate Swaps, Financial Reporting, Back Office, Structured Products, Investments, Securities, Change Management, Analysis, Business Analysis, Microsoft Excel, Financial Modeling
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
EDF Trading March 2015 - Present
Citi June 2012 - March 2015
Merrill Lynch June 2010 - June 2012
University of Houston January 2008 - September 2010
Mass Mutual August 2008 - December 2008
US Army 2002 - 2006
Skills
Risk Management, Teaching, Access, Microsoft Office, SharePoint, Openlink, Endur, Project Management, Natural Gas, Soft Commodities, Commodity Markets, Commodity, Financial Analysis, Financial Risk, Middle Office, Product Control, Options, Finance, Derivatives, Structured Finance, Bloomberg, Trading, VBA, Hedging, Risk Analysis, Valuation, Swaps, Market Risk, Trading Systems, Data Analysis, Commodity Risk..., Investment Banking, Portfolio Management, Corporate Finance, Capital Markets, Banking, Financial Markets, Interest Rate Swaps, Financial Reporting, Back Office, Structured Products, Investments, Securities, Change Management, Analysis, Business Analysis, Microsoft Excel, Financial Modeling
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Moon Jamaluddin Moon Jamaluddin's Merrill Lynch Experience 2006 - 2006
Job Full service events and catering
Industry Events Services
Experience
Events by Momo May 2008 - Present
Schlumberger January 2011 - July 2012
ConocoPhillips June 2009 - January 2011
ConocoPhillips April 2008 - June 2009
BP January 2007 - December 2007
NYMEX June 2007 - July 2007
Merrill Lynch 2006 - 2006
Skills
Large-scale Event..., Wedding Planning, Catering, Floral Design, Project Planning, Process Improvement, Spanish, French, Hindi, SAP, Materials Management, Supply Chain Management, Supply Chain, Logistics, Commodity, Strategic Sourcing, ERP, Oil/Gas
Education
University of Houston 2003 — 2007
BA, Finance & Accounting (GEM Track)
Events by Momo May 2008 - Present
Schlumberger January 2011 - July 2012
ConocoPhillips June 2009 - January 2011
ConocoPhillips April 2008 - June 2009
BP January 2007 - December 2007
NYMEX June 2007 - July 2007
Merrill Lynch 2006 - 2006
Skills
Large-scale Event..., Wedding Planning, Catering, Floral Design, Project Planning, Process Improvement, Spanish, French, Hindi, SAP, Materials Management, Supply Chain Management, Supply Chain, Logistics, Commodity, Strategic Sourcing, ERP, Oil/Gas
Education
University of Houston 2003 — 2007
BA, Finance & Accounting (GEM Track)
Jakub Lomnicki's Merrill Lynch Experience February 2013 - August 2013
Job Stryker Endoscopy
Industry Medical Devices
Experience
Stryker March 2014 - Present
Self-employed August 2010 - February 2014
Merrill Lynch February 2013 - August 2013
Fitness Formula August 2011 - July 2013
Skills
Bodybuilding, Weight Loss Coaching, Fitness Consulting, Diet Planning, Sales Process, Sports, Weight Training, Medical Devices, Operating Room Sales, Kinesiology, Fitness Training, Personal Training, Strength Training, Nutrition, Fitness, Public Speaking, Sales, Customer Service
Education
University of Illinois at Chicago 2007 — 2011
Bachelor of Science (BS), Kinesiology and Exercise Science
Stryker March 2014 - Present
Self-employed August 2010 - February 2014
Merrill Lynch February 2013 - August 2013
Fitness Formula August 2011 - July 2013
Skills
Bodybuilding, Weight Loss Coaching, Fitness Consulting, Diet Planning, Sales Process, Sports, Weight Training, Medical Devices, Operating Room Sales, Kinesiology, Fitness Training, Personal Training, Strength Training, Nutrition, Fitness, Public Speaking, Sales, Customer Service
Education
University of Illinois at Chicago 2007 — 2011
Bachelor of Science (BS), Kinesiology and Exercise Science
Lina Dmitrovic's Merrill Lynch Experience January 2009 - May 2009
Job Senior Associate at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2011 - Present
Merrill Lynch January 2009 - May 2009
Skills
Due Diligence, Structured Finance, Finance, Loans, Financial Modeling, Financial Analysis, Bloomberg, Financial Advisory, Cash Flow, CDO, Structured Products, Accounting, Auditing, Financial Reporting, Microsoft Excel
Education
University of Houston, C.T. Bauer College of Business 2006 — 2011
Bachelor, Finance and Management
Gimnazija Bezigrad 2001 — 2004
Ernst & Young September 2011 - Present
Merrill Lynch January 2009 - May 2009
Skills
Due Diligence, Structured Finance, Finance, Loans, Financial Modeling, Financial Analysis, Bloomberg, Financial Advisory, Cash Flow, CDO, Structured Products, Accounting, Auditing, Financial Reporting, Microsoft Excel
Education
University of Houston, C.T. Bauer College of Business 2006 — 2011
Bachelor, Finance and Management
Gimnazija Bezigrad 2001 — 2004
Gilbert Berrios Gilbert Berrios's Merrill Lynch Experience May 2008 - August 2008
Job Management Accountant Testing Services at Schlumberger
Industry Oil & Energy
Experience
Schlumberger November 2014 - Present
Schlumberger September 2013 - October 2014
VR Manufacturing Corp March 2011 - September 2013
Barri Financial Group March 2010 - January 2011
University of Houston September 2007 - May 2010
Merrill Lynch May 2008 - August 2008
Skills
Accounting, Reconcilement, Microsoft Office, Microsoft Excel, Project Management, Finance, Procurement, Access, Financial Analysis, Financial Reporting, Account Reconciliation, Forecasting, SAP, Management, Time Management, PowerPoint, Microsoft PowerPoint
Education
University of Houston, C.T. Bauer College of Business 2005 — 2010
Bachelor of Business Administration, Finance
Schlumberger November 2014 - Present
Schlumberger September 2013 - October 2014
VR Manufacturing Corp March 2011 - September 2013
Barri Financial Group March 2010 - January 2011
University of Houston September 2007 - May 2010
Merrill Lynch May 2008 - August 2008
Skills
Accounting, Reconcilement, Microsoft Office, Microsoft Excel, Project Management, Finance, Procurement, Access, Financial Analysis, Financial Reporting, Account Reconciliation, Forecasting, SAP, Management, Time Management, PowerPoint, Microsoft PowerPoint
Education
University of Houston, C.T. Bauer College of Business 2005 — 2010
Bachelor of Business Administration, Finance
Naved Kurji Naved Kurji's Merrill Lynch Experience 2011 - 2011
Job Crude Pricing Analyst at Shell Trading US Company
Industry Oil & Energy
Experience
Shell Trading May 2012 - May 2015
BNY Mellon 2012 - 2012
Merrill Lynch 2011 - 2011
LoanBox, LLC 2011 - 2011
Free Wire Communications, LLC 2010 - 2011
FKD Valley Holdings, LLC 2008 - 2010
Wells Fargo 2008 - 2009
Skills
Microsoft Office, Excel, Energy Trading System-..., Microsoft Excel, Accounting, Open Link Endur, Management, Analysis, Account Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2007 — 2012
Bachelor, Business Administration; Finance
Shell Trading May 2012 - May 2015
BNY Mellon 2012 - 2012
Merrill Lynch 2011 - 2011
LoanBox, LLC 2011 - 2011
Free Wire Communications, LLC 2010 - 2011
FKD Valley Holdings, LLC 2008 - 2010
Wells Fargo 2008 - 2009
Skills
Microsoft Office, Excel, Energy Trading System-..., Microsoft Excel, Accounting, Open Link Endur, Management, Analysis, Account Reconciliation
Education
University of Houston, C.T. Bauer College of Business 2007 — 2012
Bachelor, Business Administration; Finance
Alizeh Asif Alizeh Asif's Merrill Lynch Experience May 2010 - May 2011
Job Business Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil May 2011 - Present
Merrill Lynch May 2010 - May 2011
Skills
SAP, Petroleum, Energy, Supply Chain Management, Project Management, Financial Analysis, Procurement, Business Analysis, Oil/Gas
Education
University of Houston, C.T. Bauer College of Business 2007 — 2011
BBA, Finance and Supply Chain Management
ExxonMobil May 2011 - Present
Merrill Lynch May 2010 - May 2011
Skills
SAP, Petroleum, Energy, Supply Chain Management, Project Management, Financial Analysis, Procurement, Business Analysis, Oil/Gas
Education
University of Houston, C.T. Bauer College of Business 2007 — 2011
BBA, Finance and Supply Chain Management
Scott Coffee Scott Coffee's Merrill Lynch Experience June 1997 - July 2000
Job Registered Representative at IMS Securities, Inc. (FINRA/SIPC)
Industry Investment Management
Experience
IMS Securities, Inc. (FINRA/SIPC) January 2014 - Present
Sunbelt Securities, Inc September 2011 - January 2014
Morgan Stanley Smith Barney June 1999 - July 2005
Merrill Lynch June 1997 - July 2000
Education
University of Houston 1991 — 1996
BS, Business, Psychology
IMS Securities, Inc. (FINRA/SIPC) January 2014 - Present
Sunbelt Securities, Inc September 2011 - January 2014
Morgan Stanley Smith Barney June 1999 - July 2005
Merrill Lynch June 1997 - July 2000
Education
University of Houston 1991 — 1996
BS, Business, Psychology
Lisa J. Tatum Lisa J. Tatum's Merrill Lynch Experience April 2006 - August 2006
Job SETTLEMENTS ANALYST at BG Group
Industry Retail
Experience
BG Group August 2012 - Present
Grand Lady Basket Boutique June 1992 - Present
BNP Paribas January 2008 - December 2011
Chevron 2003 - 2007
Chevron Natural Gas 2003 - 2007
Merrill Lynch April 2006 - August 2006
Dynegy July 2000 - July 2003
Compaq 1990 - 1998
Galveston Ball High School 1982 - 1984
Skills
Entrepreneurship, Retail, Accounting, Skin Care, Gas, Small Business, Natural Gas, Budgets, Strategic Planning, Team Building, Leadership, Management
Education
University of Houston-Downtown 1995 — 1999
Bachelor of Arts (B.A.), Accounting
North Harris college
Associate of Arts (A.A.), Business/Commerce, General
BG Group August 2012 - Present
Grand Lady Basket Boutique June 1992 - Present
BNP Paribas January 2008 - December 2011
Chevron 2003 - 2007
Chevron Natural Gas 2003 - 2007
Merrill Lynch April 2006 - August 2006
Dynegy July 2000 - July 2003
Compaq 1990 - 1998
Galveston Ball High School 1982 - 1984
Skills
Entrepreneurship, Retail, Accounting, Skin Care, Gas, Small Business, Natural Gas, Budgets, Strategic Planning, Team Building, Leadership, Management
Education
University of Houston-Downtown 1995 — 1999
Bachelor of Arts (B.A.), Accounting
North Harris college
Associate of Arts (A.A.), Business/Commerce, General
George Lucker George Lucker's Merrill Lynch Experience 1999 - 2002
Job VP of Business Development at Diverse Energy Investment Group
Industry Financial Services
Experience
Diverse Energy Investment Group April 2010 - Present
Wells Fargo Investments September 2006 - April 2010
Smith Barney 2002 - 2006
Merrill Lynch 1999 - 2002
Education
University of Idaho 1987 — 1993
BS Pol Sci, BS History
Diverse Energy Investment Group April 2010 - Present
Wells Fargo Investments September 2006 - April 2010
Smith Barney 2002 - 2006
Merrill Lynch 1999 - 2002
Education
University of Idaho 1987 — 1993
BS Pol Sci, BS History
Niket Gandhi's Merrill Lynch Experience 2004 - 2004
Job Fixed Income Trading Systems Specialist
Industry Financial Services
Experience
Performance Trust Capital Partners March 2015 - Present
BMO Financial Group March 2011 - March 2015
BMO Financial Group February 2010 - March 2011
SS&C Technologies January 2009 - February 2010
Citadel LLC. August 2007 - December 2008
Career Education Corporation November 2006 - July 2007
Ernst & Young January 2005 - October 2006
University of Illinois at Chicago 2004 - 2006
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Financial Modeling, Financial Analysis, Derivatives, Business Analysis, Fixed Income, Investments, Finance, Data Analysis, Investment Banking, VBA, IPREO Municipal..., Trading Systems, Electronic Trading, Business Objects, SQL, Fixed Income Technology, Municipal Bonds, Bloomberg Terminal, Reuters 3000, Market Data, Analysis, Reference Data, Business Requirements, Middle Office, Financial Markets, Financial Services, Trading, Capital Markets, Equities
Education
University of Illinois at Chicago 2002 — 2006
B.S., Finance
Performance Trust Capital Partners March 2015 - Present
BMO Financial Group March 2011 - March 2015
BMO Financial Group February 2010 - March 2011
SS&C Technologies January 2009 - February 2010
Citadel LLC. August 2007 - December 2008
Career Education Corporation November 2006 - July 2007
Ernst & Young January 2005 - October 2006
University of Illinois at Chicago 2004 - 2006
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Financial Modeling, Financial Analysis, Derivatives, Business Analysis, Fixed Income, Investments, Finance, Data Analysis, Investment Banking, VBA, IPREO Municipal..., Trading Systems, Electronic Trading, Business Objects, SQL, Fixed Income Technology, Municipal Bonds, Bloomberg Terminal, Reuters 3000, Market Data, Analysis, Reference Data, Business Requirements, Middle Office, Financial Markets, Financial Services, Trading, Capital Markets, Equities
Education
University of Illinois at Chicago 2002 — 2006
B.S., Finance
Jonathon Halpert Jonathon Halpert's Merrill Lynch Experience July 2011 - August 2011
Job National Account Manager at Circle Logistics, Inc
Industry Logistics and Supply Chain
Experience
Circle Logistics, Inc April 2015 - Present
McAdam Financially Advanced™ February 2014 - March 2015
South Central Bank May 2013 - August 2013
Merrill Lynch July 2011 - August 2011
Bee Pee Sales June 2010 - September 2010
Skills
PowerPoint, Microsoft Office, Public Speaking, Finance, Financial Analysis, Outlook, Accounting, Access, Loans, Fundraising, Financial Planning, Management, Facebook, Sales, Data Analysis, Microsoft Excel, Microsoft Word
Education
University of Illinois at Chicago 2011 — 2014
Bachelor of Science (B.S.), Finance, General with a certificate in Entrepreneurship
Circle Logistics, Inc April 2015 - Present
McAdam Financially Advanced™ February 2014 - March 2015
South Central Bank May 2013 - August 2013
Merrill Lynch July 2011 - August 2011
Bee Pee Sales June 2010 - September 2010
Skills
PowerPoint, Microsoft Office, Public Speaking, Finance, Financial Analysis, Outlook, Accounting, Access, Loans, Fundraising, Financial Planning, Management, Facebook, Sales, Data Analysis, Microsoft Excel, Microsoft Word
Education
University of Illinois at Chicago 2011 — 2014
Bachelor of Science (B.S.), Finance, General with a certificate in Entrepreneurship
Brianna Milka's Merrill Lynch Experience May 2007 - August 2008
Job Entrepreneur & Educator
Industry Marketing and Advertising
Experience
Hopped Up Broads December 2013 - Present
Bighead Brewing Company June 2012 - Present
the Argus October 2009 - December 2011
University of Illinois at Chicago August 2009 - December 2011
Hermes Media Inc. August 2009 - December 2011
Dell August 2010 - May 2011
Merrill Lynch May 2007 - August 2008
Skills
Blogging, Social Media, Wordpress, Press Releases, Entrepreneurship, Facebook, Social Networking, Adobe Creative Suite, Copy Editing, Editing, Creative Writing, Research, Craft Beer, Digital Photography, Brewing, Interpersonal Skill, Innovation, Teamwork, Market Research, Communication, WordPress, Photoshop, Public Speaking, Event Planning, Marketing, Social Media Marketing, Advertising, Public Relations, Journalism, Copywriting, PowerPoint, Microsoft Office, Time Management, Product Development, Fundraising, Proofreading, Photography, InDesign, Marketing Communications, Event Management, Graphic Design, Media Relations, Illustrator, Beer, Customer Service, Branding
Education
Siebel Institute of Technology 2013 — 2013
Concise Course in Brewing Technology, Brewing Technology
Cicerone Certification Program 2012 — 2012
Certified Beer Server (level 1 of 3)
University of Illinois at Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Illinois at Chicago 2009 — 2011
Marketing & Entrepreneurial Studies, Marketing, Entrepreneurship, 3.8
Hopped Up Broads December 2013 - Present
Bighead Brewing Company June 2012 - Present
the Argus October 2009 - December 2011
University of Illinois at Chicago August 2009 - December 2011
Hermes Media Inc. August 2009 - December 2011
Dell August 2010 - May 2011
Merrill Lynch May 2007 - August 2008
Skills
Blogging, Social Media, Wordpress, Press Releases, Entrepreneurship, Facebook, Social Networking, Adobe Creative Suite, Copy Editing, Editing, Creative Writing, Research, Craft Beer, Digital Photography, Brewing, Interpersonal Skill, Innovation, Teamwork, Market Research, Communication, WordPress, Photoshop, Public Speaking, Event Planning, Marketing, Social Media Marketing, Advertising, Public Relations, Journalism, Copywriting, PowerPoint, Microsoft Office, Time Management, Product Development, Fundraising, Proofreading, Photography, InDesign, Marketing Communications, Event Management, Graphic Design, Media Relations, Illustrator, Beer, Customer Service, Branding
Education
Siebel Institute of Technology 2013 — 2013
Concise Course in Brewing Technology, Brewing Technology
Cicerone Certification Program 2012 — 2012
Certified Beer Server (level 1 of 3)
University of Illinois at Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
University of Illinois at Chicago 2009 — 2011
Marketing & Entrepreneurial Studies, Marketing, Entrepreneurship, 3.8
John Paffendorf John Paffendorf's Merrill Lynch Experience February 2015 - Present
Job Private Wealth Advisor at Merrill Lynch PBIG
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley September 2007 - February 2015
UBS Wealth Management June 2003 - September 2007
Merrill Lynch June 2001 - June 2003
Huntington Holdings January 1998 - 2001
Education
University of Idaho
Finance, Accounting & Finance
Merrill Lynch February 2015 - Present
Morgan Stanley September 2007 - February 2015
UBS Wealth Management June 2003 - September 2007
Merrill Lynch June 2001 - June 2003
Huntington Holdings January 1998 - 2001
Education
University of Idaho
Finance, Accounting & Finance
Phillip Owens Phillip Owens's Merrill Lynch Experience October 2008 - June 2013
Job Ameriprise Financial Services Inc. Financial Advisor, MBA, CRPC®, CERTIFIED FINANCIAL PLANNER™ professional.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Merrill Lynch October 2008 - June 2013
Lennox International August 1990 - September 2008
Education
University of Houston-Clear Lake 1988 — 1990
Master's degree, Accounting and Finance
J Frank Dobie High School
Diploma
Ameriprise Financial Services, Inc. June 2013 - Present
Merrill Lynch October 2008 - June 2013
Lennox International August 1990 - September 2008
Education
University of Houston-Clear Lake 1988 — 1990
Master's degree, Accounting and Finance
J Frank Dobie High School
Diploma
Khanhu Vo Khanhu Vo's Merrill Lynch Experience June 2012 - September 2012
Job Finance at Louis Vuitton
Industry Luxury Goods & Jewelry
Experience
Louis Vuitton May 2014 - Present
Louis Vuitton November 2013 - May 2014
Louis Vuitton November 2012 - November 2013
MassMutual Financial Group September 2012 - December 2012
Merrill Lynch June 2012 - September 2012
Skills
Logistics, Strategic Planning, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Microsoft Word, SAP ERP, Lean Manufacturing, Quality System, Business Modeling, Leadership, Management, SAP, Inventory Management, Retail, Fashion, Merchandising, Sales, Luxury Goods, Inventory Control
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Supply Chain Management and Finance, 3.91
Louis Vuitton May 2014 - Present
Louis Vuitton November 2013 - May 2014
Louis Vuitton November 2012 - November 2013
MassMutual Financial Group September 2012 - December 2012
Merrill Lynch June 2012 - September 2012
Skills
Logistics, Strategic Planning, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Microsoft Word, SAP ERP, Lean Manufacturing, Quality System, Business Modeling, Leadership, Management, SAP, Inventory Management, Retail, Fashion, Merchandising, Sales, Luxury Goods, Inventory Control
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Supply Chain Management and Finance, 3.91
Blaine Douglas Blaine Douglas's Merrill Lynch Experience 2004 - 2009
Job Financial Advisor helping clients with investing, the markets and personal finance
Industry Financial Services
Experience
Old Course Invesment Partners, LLC - Securities Offered Through LPL Financial, Member FINRA/SIPC. April 2009 - Present
In The Money! 2010 - May 2012
Merrill Lynch 2004 - 2009
Morgan Stanley 2002 - 2004
Mix 96.5 FM KHMX Houston 1999 - 2001
Six Flags Theme Parks 1996 - 2000
Skills
Investments, Mutual Funds, Asset Allocation, Personal Finance, Estate Planning, Life Insurance, Insurance, Personal Financial..., Health Insurance, Personal Budgeting, Budgeting, Leadership, Team Building, Asset Management, Cash Flow, Cash Management, Retirement Planning, Retirement Savings, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k Rollovers, 401k, Portfolio Management, Portfolio Optimization, Investment Advisory, Financial Advisory, Long-term Care, Retirement Solutions
Education
University of Houston-Clear Lake
B.A.
Old Course Invesment Partners, LLC - Securities Offered Through LPL Financial, Member FINRA/SIPC. April 2009 - Present
In The Money! 2010 - May 2012
Merrill Lynch 2004 - 2009
Morgan Stanley 2002 - 2004
Mix 96.5 FM KHMX Houston 1999 - 2001
Six Flags Theme Parks 1996 - 2000
Skills
Investments, Mutual Funds, Asset Allocation, Personal Finance, Estate Planning, Life Insurance, Insurance, Personal Financial..., Health Insurance, Personal Budgeting, Budgeting, Leadership, Team Building, Asset Management, Cash Flow, Cash Management, Retirement Planning, Retirement Savings, IRAs, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k Rollovers, 401k, Portfolio Management, Portfolio Optimization, Investment Advisory, Financial Advisory, Long-term Care, Retirement Solutions
Education
University of Houston-Clear Lake
B.A.
Jim Melnyk's Merrill Lynch Experience 2012 - 2013
Job Law Enforcement
Industry Law Enforcement
Experience
Bank of America Merrill Lynch 2014 - 2015
Merrill Lynch 2012 - 2013
JP Morgan Chase 2010 - 2012
Skills
Illinois Criminal Law, Wealth Management, Investments, Equities, Fixed Income, Portfolio Management, Commercial Banking, Financial Advisory, Financial Markets
Education
University of Illinois at Chicago 2004 — 2008
Bank of America Merrill Lynch 2014 - 2015
Merrill Lynch 2012 - 2013
JP Morgan Chase 2010 - 2012
Skills
Illinois Criminal Law, Wealth Management, Investments, Equities, Fixed Income, Portfolio Management, Commercial Banking, Financial Advisory, Financial Markets
Education
University of Illinois at Chicago 2004 — 2008
Vaughan Nguyen's Merrill Lynch Experience January 2001 - December 2001
Job Seeking Opportunity in Oil & Energy
Industry Oil & Energy
Experience
Internash Global Services, LLC November 2014 - Present
Computer Technology Solutions LP March 2008 - October 2014
J.P. Morgan April 2004 - March 2008
BNY Mellon April 2003 - April 2004
JPMorgan Chase & Co. December 2001 - April 2003
Merrill Lynch January 2001 - December 2001
Skills
Valuation, Project Management, Project Planning, Process Improvement, Program Management, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Strategic Planning, Business Strategy, Business Intelligence, LSAT, ERP, Credit Risk, Reverse Logistics, Fulfillment Management, Analysis, Management, Finance, Cross-functional Team...
Education
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Internash Global Services, LLC November 2014 - Present
Computer Technology Solutions LP March 2008 - October 2014
J.P. Morgan April 2004 - March 2008
BNY Mellon April 2003 - April 2004
JPMorgan Chase & Co. December 2001 - April 2003
Merrill Lynch January 2001 - December 2001
Skills
Valuation, Project Management, Project Planning, Process Improvement, Program Management, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Strategic Planning, Business Strategy, Business Intelligence, LSAT, ERP, Credit Risk, Reverse Logistics, Fulfillment Management, Analysis, Management, Finance, Cross-functional Team...
Education
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Houston 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
George Lucker's Merrill Lynch Experience September 1999 - March 2001
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Diverse Energy 2010 - 2014
Wells Fargo Investment Advisors March 2006 - April 2010
Solomon Smith Barney March 2001 - August 2006
Merrill Lynch September 1999 - March 2001
SII Investments August 1995 - August 1999
Education
University of Idaho 1987 — 1993
Bachelor of Science (B.S.) X 2, Political Science and Government / History, passing :)
Diverse Energy 2010 - 2014
Wells Fargo Investment Advisors March 2006 - April 2010
Solomon Smith Barney March 2001 - August 2006
Merrill Lynch September 1999 - March 2001
SII Investments August 1995 - August 1999
Education
University of Idaho 1987 — 1993
Bachelor of Science (B.S.) X 2, Political Science and Government / History, passing :)
Kristina Yabes's Merrill Lynch Experience December 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch December 2014 - Present
Bank of America October 2009 - December 2014
SCW FITNESS EDUCATION June 2007 - October 2009
Skills
Team Building, Customer Service, CRM, Leadership, Risk Management, Training, Management, Analysis, Sales, Time Management, Account Management, Banking, Call Centers, Coaching, Business Development, Microsoft Office
Education
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Marketing
Merrill Lynch December 2014 - Present
Bank of America October 2009 - December 2014
SCW FITNESS EDUCATION June 2007 - October 2009
Skills
Team Building, Customer Service, CRM, Leadership, Risk Management, Training, Management, Analysis, Sales, Time Management, Account Management, Banking, Call Centers, Coaching, Business Development, Microsoft Office
Education
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Marketing
Wesley Chait Wesley Chait's Merrill Lynch Experience June 2010 - September 2012
Job Insurance Agent
Industry Insurance
Experience
Self-employed September 2012 - Present
Maxed Out Entertainment August 2006 - August 2015
Merrill Lynch June 2010 - September 2012
Skills
Wealth Management
Education
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Arts (B.A.), Finance and Financial Management Services
Self-employed September 2012 - Present
Maxed Out Entertainment August 2006 - August 2015
Merrill Lynch June 2010 - September 2012
Skills
Wealth Management
Education
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor of Arts (B.A.), Finance and Financial Management Services
Jason Doan Jason Doan's Merrill Lynch Experience October 2012 - August 2013
Job Finance and Accounting Intern at Marathon Oil Corporation
Industry Financial Services
Experience
Marathon Oil Corporation January 2015 - May 2015
Stout Risius Ross September 2014 - November 2014
Brasada Capital Management May 2014 - August 2014
Hammond Law Group, PLLC December 2013 - February 2014
Merrill Lynch October 2012 - August 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Research, Access, Teamwork, Accounting, Customer Service, Public Speaking, Time Management, Outlook, Management, Project Planning, Bloomberg Terminal, Equity Research Analysis, Hedge Funds, Finance, Microsoft Word, Microsoft Office
Education
University of Houston, C.T. Bauer College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Marathon Oil Corporation January 2015 - May 2015
Stout Risius Ross September 2014 - November 2014
Brasada Capital Management May 2014 - August 2014
Hammond Law Group, PLLC December 2013 - February 2014
Merrill Lynch October 2012 - August 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Research, Access, Teamwork, Accounting, Customer Service, Public Speaking, Time Management, Outlook, Management, Project Planning, Bloomberg Terminal, Equity Research Analysis, Hedge Funds, Finance, Microsoft Word, Microsoft Office
Education
University of Houston, C.T. Bauer College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Wendy Knutson Wendy Knutson's Merrill Lynch Experience October 1996 - June 2002
Job Senior Treasury Compliance Analyst at Western Union
Industry Financial Services
Experience
Western Union September 2014 - Present
First Data Corporation May 2003 - August 2014
Ascella Compliance October 2010 - September 2011
Merrill Lynch October 1996 - June 2002
Skills
Banking, Financial Risk, Compliance, USA PATRIOT Act, OFAC, AML, Anti Money Laundering, Bank Secrecy Act, Risk Management, KYC, Due Diligence, Financial Services, Fraud, Corporate Law, Payments
Education
DENVER PARALEGAL INSTITUTE
ABA Approved Paralegal Certificate, General Paralegal Studies, Graduated with Honors
University of Houston
Bachelor of Arts, Political Science
Western Union September 2014 - Present
First Data Corporation May 2003 - August 2014
Ascella Compliance October 2010 - September 2011
Merrill Lynch October 1996 - June 2002
Skills
Banking, Financial Risk, Compliance, USA PATRIOT Act, OFAC, AML, Anti Money Laundering, Bank Secrecy Act, Risk Management, KYC, Due Diligence, Financial Services, Fraud, Corporate Law, Payments
Education
DENVER PARALEGAL INSTITUTE
ABA Approved Paralegal Certificate, General Paralegal Studies, Graduated with Honors
University of Houston
Bachelor of Arts, Political Science
Jon Prihoda Jon Prihoda's Merrill Lynch Experience March 2007 - August 2007
Job LimitedWarrant Contract Officer for NASA
Industry Government Administration
Experience
NASA - Johnson Space Center February 2008 - Present
NASA - National Aeronautics and Space Administration 2008 - 2015
NASA - National Aeronautics and Space Administration 2008 - 2015
Merrill Lynch March 2007 - August 2007
Skills
Procurement, Contract Management, Microsoft Excel, Analysis, Mergers & Acquisitions, Contract Negotiation, Proposal Writing, Budgets, Government Contracting, Management, Government, Project Management
Education
University of Houston-Clear Lake 2005 — 2007
Masters of Business Adminstration, International Business, 3.76
Stephan F. Austin State University
Bachelor of Business Administration, Finance
NASA - Johnson Space Center February 2008 - Present
NASA - National Aeronautics and Space Administration 2008 - 2015
NASA - National Aeronautics and Space Administration 2008 - 2015
Merrill Lynch March 2007 - August 2007
Skills
Procurement, Contract Management, Microsoft Excel, Analysis, Mergers & Acquisitions, Contract Negotiation, Proposal Writing, Budgets, Government Contracting, Management, Government, Project Management
Education
University of Houston-Clear Lake 2005 — 2007
Masters of Business Adminstration, International Business, 3.76
Stephan F. Austin State University
Bachelor of Business Administration, Finance
Ontario Haynes's Merrill Lynch Experience October 2010 - May 2012
Job Premier Account Executive
Industry Marketing and Advertising
Experience
Time Warner Cable 2013 - 2015
Time Warner Cable 2013 - 2015
Time Warner Cable 2013 - 2015
Comcast May 2009 - April 2013
Merrill Lynch October 2010 - May 2012
Whole 9 Entertainment 1990 - April 2010
Fuze Beverage May 2008 - May 2009
glaceau June 2007 - September 2007
Skills
Sales, Sales Management, Sales Operations, Pricing, Brand Management, Merchandising, Marketing, Competitive Analysis, Retail, Marketing Strategy, New Business Development, Sales Presentations, Business Development, Account Management, Marketing Communications, Selling
Education
University of Houston 2006 — 2010
Yes, Mass Communications, Marketing
Bishop O'Dowd High School 1982 — 1986
yes, general studies
Time Warner Cable 2013 - 2015
Time Warner Cable 2013 - 2015
Time Warner Cable 2013 - 2015
Comcast May 2009 - April 2013
Merrill Lynch October 2010 - May 2012
Whole 9 Entertainment 1990 - April 2010
Fuze Beverage May 2008 - May 2009
glaceau June 2007 - September 2007
Skills
Sales, Sales Management, Sales Operations, Pricing, Brand Management, Merchandising, Marketing, Competitive Analysis, Retail, Marketing Strategy, New Business Development, Sales Presentations, Business Development, Account Management, Marketing Communications, Selling
Education
University of Houston 2006 — 2010
Yes, Mass Communications, Marketing
Bishop O'Dowd High School 1982 — 1986
yes, general studies
Nitasha Chopra Nitasha Chopra's Merrill Lynch Experience April 2008 - July 2008
Job Experienced Business Development & Sales Analytics Professional
Industry Consumer Goods
Experience
Diageo May 2013 - Present
Abbott Nutrition Division of Abbott Laboratories August 2011 - April 2013
Abbott Nutrition September 2008 - August 2011
Merrill Lynch April 2008 - July 2008
Abbott Laboratories May 2007 - August 2007
Morgan Stanley Dean Witter December 2006 - May 2007
Arthur J. Gallagher & Co. June 2006 - August 2006
Skills
Innovative Thinking, Category Management, Competitive Insights, Sales Analytics, Bilingual, Client Development, Assortment Optimization, Space Planning, Apollo, AC Nielsen, Data Warehouse software, Planograms, Retail Sales, Management, Space-planning, Market Research, Competitive Analysis, Business Analytics, Cross-functional Team..., Customer Insight, Strategy, Sales Operations, Business Development, Pricing, Analytics, Marketing Strategy, Space planning, Marketing, Brand Management, Sales, Forecasting
Education
University of Houston, C.T. Bauer College of Business 2004 — 2008
BBA, Marketing & Management, Minor in Sales & International Business
Diageo May 2013 - Present
Abbott Nutrition Division of Abbott Laboratories August 2011 - April 2013
Abbott Nutrition September 2008 - August 2011
Merrill Lynch April 2008 - July 2008
Abbott Laboratories May 2007 - August 2007
Morgan Stanley Dean Witter December 2006 - May 2007
Arthur J. Gallagher & Co. June 2006 - August 2006
Skills
Innovative Thinking, Category Management, Competitive Insights, Sales Analytics, Bilingual, Client Development, Assortment Optimization, Space Planning, Apollo, AC Nielsen, Data Warehouse software, Planograms, Retail Sales, Management, Space-planning, Market Research, Competitive Analysis, Business Analytics, Cross-functional Team..., Customer Insight, Strategy, Sales Operations, Business Development, Pricing, Analytics, Marketing Strategy, Space planning, Marketing, Brand Management, Sales, Forecasting
Education
University of Houston, C.T. Bauer College of Business 2004 — 2008
BBA, Marketing & Management, Minor in Sales & International Business
Michelle McBurney's Merrill Lynch Experience 1997 - 1999
Job Independent Accounting Professional (SelfEmployed)
Industry Financial Services
Experience
Self-Employed January 2010 - Present
Private Hedge Fund January 2008 - December 2009
Private School September 2005 - December 2007
Merrill Lynch 1997 - 1999
Lawrence Johnson & Associates 1996 - 1997
Hewitt Associates 1995 - 1996
The Northern Trust Company 1989 - 1995
Skills
Client Relationship..., Accounting-Related..., Administrative..., QuickBooks, Liquidation of Hedge..., Information Management
Education
University of Illinois at Chicago 1988 — 1993
Bachelors, Marketing
Self-Employed January 2010 - Present
Private Hedge Fund January 2008 - December 2009
Private School September 2005 - December 2007
Merrill Lynch 1997 - 1999
Lawrence Johnson & Associates 1996 - 1997
Hewitt Associates 1995 - 1996
The Northern Trust Company 1989 - 1995
Skills
Client Relationship..., Accounting-Related..., Administrative..., QuickBooks, Liquidation of Hedge..., Information Management
Education
University of Illinois at Chicago 1988 — 1993
Bachelors, Marketing
JOHNNY S BUI JOHNNY S BUI's Merrill Lynch Experience January 2004 - December 2007
Job Owner/Founder, New Quest Financial/A+ Insurance Services
Industry Insurance
Experience
New Quest Financial, LLC January 2007 - Present
A+ Insurance Services September 2009 - Present
MassMutual Financial Group 2008 - 2010
Merrill Lynch January 2004 - December 2007
Skills
Insurance, Life Insurance, Disability Insurance, Property & Casualty..., Health Insurance, Long-term Care, Commercial Insurance, General Insurance, Underwriting, Liability, Employee Benefits, Workers Compensation, Claim, Risk Management, Customer Service, Account Executive, Financial Planners, Fixed Annuities
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
B.B.A., Marketing & Management Information Systems
Dobie High School 1994 — 1996
General Studies
New Quest Financial, LLC January 2007 - Present
A+ Insurance Services September 2009 - Present
MassMutual Financial Group 2008 - 2010
Merrill Lynch January 2004 - December 2007
Skills
Insurance, Life Insurance, Disability Insurance, Property & Casualty..., Health Insurance, Long-term Care, Commercial Insurance, General Insurance, Underwriting, Liability, Employee Benefits, Workers Compensation, Claim, Risk Management, Customer Service, Account Executive, Financial Planners, Fixed Annuities
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
B.B.A., Marketing & Management Information Systems
Dobie High School 1994 — 1996
General Studies
Dami Bamgbose Dami Bamgbose's Merrill Lynch Experience January 2011 - May 2011
Job Senior Associate, ISN
Industry Oil & Energy
Experience
ISNetworld June 2012 - August 2012
Merrill Lynch January 2011 - May 2011
Education
University of Houston, C.T. Bauer College of Business
Master of Science in Finance
ISNetworld June 2012 - August 2012
Merrill Lynch January 2011 - May 2011
Education
University of Houston, C.T. Bauer College of Business
Master of Science in Finance
Koushik Venkataraman's Merrill Lynch Experience February 2013 - Present
Job Technology Analyst at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch February 2013 - Present
College of Urban Planning and Public Affairs October 2012 - December 2012
Littelfuse August 2012 - December 2012
Merrill Lynch June 2012 - August 2012
University of Illinois at Chicago October 2011 - May 2012
Infosys June 2009 - July 2011
Skills
Java, JavaScript, Oracle, C, Java Enterprise Edition, SQL, Data Mining, Requirements Gathering, Data Analysis, Unix, SharePoint, MySQL, Databases, PHP, Windows, Microsoft SQL Server, JSP, PL/SQL, Visio, Perl, XML, Eclipse, Web Applications, Data Warehousing, Oracle Coherence, NUnit, Product Development, Application..., ASP.NET MVC, Requirements Analysis, Linux, Agile Methodologies
Education
University of Illinois at Chicago 2011 — 2012
MS, Management Information Systems, 3.6
B.S.A Crescent Engineering College 2005 — 2009
B.E, Instrumentation And Control Engineering
Vel's Higher Secondary School 2003 — 2005
High School, Computer Science
Merrill Lynch February 2013 - Present
College of Urban Planning and Public Affairs October 2012 - December 2012
Littelfuse August 2012 - December 2012
Merrill Lynch June 2012 - August 2012
University of Illinois at Chicago October 2011 - May 2012
Infosys June 2009 - July 2011
Skills
Java, JavaScript, Oracle, C, Java Enterprise Edition, SQL, Data Mining, Requirements Gathering, Data Analysis, Unix, SharePoint, MySQL, Databases, PHP, Windows, Microsoft SQL Server, JSP, PL/SQL, Visio, Perl, XML, Eclipse, Web Applications, Data Warehousing, Oracle Coherence, NUnit, Product Development, Application..., ASP.NET MVC, Requirements Analysis, Linux, Agile Methodologies
Education
University of Illinois at Chicago 2011 — 2012
MS, Management Information Systems, 3.6
B.S.A Crescent Engineering College 2005 — 2009
B.E, Instrumentation And Control Engineering
Vel's Higher Secondary School 2003 — 2005
High School, Computer Science
Steven Ambriz, CRPC Steven Ambriz, CRPC's Merrill Lynch Experience March 2012 - Present
Job Assistant Vice President, Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Northwestern Mutual March 2010 - March 2012
Edward Jones 2009 - February 2010
Enterprise Rent-A-Car 2007 - 2009
Axxiom Manufacturing 2003 - 2007
Skills
Investment Services, Long-Term Care Insurance, Asset & Income..., Retirement Planning, Life Insurance, Long Term Care Insurance, Investments, Finance, Marketing, Mergers & Acquisitions, Long-term Care, Financial Advisory, Risk Management, Securities
Education
University of Houston-Downtown 2005 — 2007
Bachelor, Business Markering
Merrill Lynch March 2012 - Present
Northwestern Mutual March 2010 - March 2012
Edward Jones 2009 - February 2010
Enterprise Rent-A-Car 2007 - 2009
Axxiom Manufacturing 2003 - 2007
Skills
Investment Services, Long-Term Care Insurance, Asset & Income..., Retirement Planning, Life Insurance, Long Term Care Insurance, Investments, Finance, Marketing, Mergers & Acquisitions, Long-term Care, Financial Advisory, Risk Management, Securities
Education
University of Houston-Downtown 2005 — 2007
Bachelor, Business Markering
Jason Mathew Jason Mathew's Merrill Lynch Experience November 2003 - October 2006
Job Specialist, Global CRM Marketing at Sonos, Inc.
Industry Consumer Electronics
Experience
Sonos, Inc. May 2014 - Present
Esri January 2013 - April 2014
United Airlines February 2010 - January 2013
Continental Airlines October 2006 - April 2010
Merrill Lynch November 2003 - October 2006
Education
University of Houston-Downtown 1997 — 2001
Bachelors of Science, Computer Science
Sonos, Inc. May 2014 - Present
Esri January 2013 - April 2014
United Airlines February 2010 - January 2013
Continental Airlines October 2006 - April 2010
Merrill Lynch November 2003 - October 2006
Education
University of Houston-Downtown 1997 — 2001
Bachelors of Science, Computer Science
Derek Prater Derek Prater's Merrill Lynch Experience February 2008 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2011 - Present
Merrill Lynch February 2008 - Present
Morgan Stanley May 2006 - August 2007
Northern Trust Corp June 2001 - May 2006
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Finance
Edward Jones August 2011 - Present
Merrill Lynch February 2008 - Present
Morgan Stanley May 2006 - August 2007
Northern Trust Corp June 2001 - May 2006
Education
University of Houston, C.T. Bauer College of Business 1996 — 2000
BBA, Finance
Rebecca Robinette's Merrill Lynch Experience 1997 - 1999
Job Manager Learning and Development and International Operations at Donlen Corporation
Industry Research
Experience
Donlen Corporation May 2015 - Present
Donlen Corporation September 2012 - May 2015
Donlen Corporation November 2007 - September 2012
The Invironmentalists Maintenance Co. February 1999 - November 2007
Merrill Lynch 1997 - 1999
Skills
Process Improvement, Account Management, Cross-functional Team..., Strategic Planning, Team Building, Customer Service, Salesforce.com, New Business Development, Automotive, Sales Management, Project Management, Microsoft Office, Budgets, Microsoft Excel, Customer Satisfaction, Management
Education
University of Illinois at Chicago 2003 — 2005
MBA, Marketing and Management
University of Illinois at Chicago 1994 — 1997
BA, Communications
Donlen Corporation May 2015 - Present
Donlen Corporation September 2012 - May 2015
Donlen Corporation November 2007 - September 2012
The Invironmentalists Maintenance Co. February 1999 - November 2007
Merrill Lynch 1997 - 1999
Skills
Process Improvement, Account Management, Cross-functional Team..., Strategic Planning, Team Building, Customer Service, Salesforce.com, New Business Development, Automotive, Sales Management, Project Management, Microsoft Office, Budgets, Microsoft Excel, Customer Satisfaction, Management
Education
University of Illinois at Chicago 2003 — 2005
MBA, Marketing and Management
University of Illinois at Chicago 1994 — 1997
BA, Communications
Patric Guthrie's Merrill Lynch Experience April 2001 - Present
Job Assistant Vice President at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch April 2001 - Present
Arthur Andersen 1997 - 2000
Education
University of Houston 1992 — 1997
Merrill Lynch April 2001 - Present
Arthur Andersen 1997 - 2000
Education
University of Houston 1992 — 1997
Victor Hsu's Merrill Lynch Experience September 2012 - Present
Job
Industry Investment Management
Experience
Merrill Lynch September 2012 - Present
Skills
Investments, Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Wealth Management, Securities, Bloomberg, Financial Modeling, Financial Analysis, Trading, Private Equity, Investment Strategies, Portfolio Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch September 2012 - Present
Skills
Investments, Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Wealth Management, Securities, Bloomberg, Financial Modeling, Financial Analysis, Trading, Private Equity, Investment Strategies, Portfolio Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mary Beth Murphy's Merrill Lynch Experience 2010 - Present
Job VP Retirement Solutions Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Piche, L.L.C. 2006 - Present
MetLife Investors 2005 - 2006
Travelers Life & Annuity 2002 - 2005
SunAmerica 1995 - 2002
Essex Corporation 1992 - 1994
Education
University of Houston
BA, MBA, marketing
Merrill Lynch 2010 - Present
Piche, L.L.C. 2006 - Present
MetLife Investors 2005 - 2006
Travelers Life & Annuity 2002 - 2005
SunAmerica 1995 - 2002
Essex Corporation 1992 - 1994
Education
University of Houston
BA, MBA, marketing
John Odilli's Merrill Lynch Experience January 2009 - Present
Job Vice President at Bank of America Merrill Lynch. Electronic Trading Technology
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch January 2013 - Present
Merrill Lynch January 2009 - Present
National Stock Exchange November 2007 - December 2008
Tradeware LLC 2006 - November 2007
Tradeware October 2005 - 2006
Skills
Electronic Trading, Unix, Trading Systems, Market Data, Equities, SDLC, Derivatives, Business Analysis, Capital Markets, Trading, Investment Banking, SQL, Equity Trading
Education
University of Ibadan 1989 — 1995
Bank of America Merrill Lynch January 2013 - Present
Merrill Lynch January 2009 - Present
National Stock Exchange November 2007 - December 2008
Tradeware LLC 2006 - November 2007
Tradeware October 2005 - 2006
Skills
Electronic Trading, Unix, Trading Systems, Market Data, Equities, SDLC, Derivatives, Business Analysis, Capital Markets, Trading, Investment Banking, SQL, Equity Trading
Education
University of Ibadan 1989 — 1995
Meera Raghavendra's Merrill Lynch Experience 2009 - 2009
Job Practice Lead Americas, Energy Trading & Risk Managment at Wipro
Industry Information Services
Experience
Wipro 2015 - Present
Wipro 2011 - 2014
EDF Trading 2010 - 2011
Merrill Lynch 2009 - 2009
Calpine Corporation 2006 - 2008
Calpine Corporation 2001 - 2006
BP 2000 - 2001
Dynegy 1999 - 2000
PG&E 1998 - 2000
Skills
Risk Management, Commodity Markets, Commodity, ETRM, Software, Financial Modeling, Energy, Natural Gas, Process Improvement, Integration, Business Process, Credit, Leadership, Confirmation, Software Development, Project Management, Strategy, Credit Risk, Negotiation, Business Analysis, SharePoint, Business Strategy, Strategic Planning, Energy Markets, Valuation, Electricity Markets
Education
Sri Jayachamarajendra College of Engineering
Engineer’s Degree
University of Houston-Victoria
Master of Business Administration (MBA), Finance, General
Wipro 2015 - Present
Wipro 2011 - 2014
EDF Trading 2010 - 2011
Merrill Lynch 2009 - 2009
Calpine Corporation 2006 - 2008
Calpine Corporation 2001 - 2006
BP 2000 - 2001
Dynegy 1999 - 2000
PG&E 1998 - 2000
Skills
Risk Management, Commodity Markets, Commodity, ETRM, Software, Financial Modeling, Energy, Natural Gas, Process Improvement, Integration, Business Process, Credit, Leadership, Confirmation, Software Development, Project Management, Strategy, Credit Risk, Negotiation, Business Analysis, SharePoint, Business Strategy, Strategic Planning, Energy Markets, Valuation, Electricity Markets
Education
Sri Jayachamarajendra College of Engineering
Engineer’s Degree
University of Houston-Victoria
Master of Business Administration (MBA), Finance, General
Jack Gongaware's Merrill Lynch Experience January 2005 - February 2008
Job Bank Examiner at US Treasury Office of the Comptroller of the Currency
Industry Financial Services
Experience
US Treasury May 2010 - Present
GE Capital February 2008 - February 2009
Merrill Lynch January 2005 - February 2008
ABN Amro / LaSalle Bank, NA July 2001 - January 2005
Illinois Army National Guard May 1998 - August 2000
US Navy January 1992 - January 1998
Skills
Commercial Lending, Credit, Portfolio Management, Financial Risk, Credit Analysis, Financial Analysis, Structured Finance, Financial Modeling, Banking, Commercial Banking, Corporate Finance, Credit Risk, Finance, Risk Management, Loans
Education
University of Illinois at Urbana-Champaign 2009 — 2010
MS, Accountancy
University of Illinois at Chicago 2004 — 2006
Masters, Business Administration
University of Illinois at Urbana-Champaign 1998 — 2001
Bachelor of Arts, Finance & Economics
US Treasury May 2010 - Present
GE Capital February 2008 - February 2009
Merrill Lynch January 2005 - February 2008
ABN Amro / LaSalle Bank, NA July 2001 - January 2005
Illinois Army National Guard May 1998 - August 2000
US Navy January 1992 - January 1998
Skills
Commercial Lending, Credit, Portfolio Management, Financial Risk, Credit Analysis, Financial Analysis, Structured Finance, Financial Modeling, Banking, Commercial Banking, Corporate Finance, Credit Risk, Finance, Risk Management, Loans
Education
University of Illinois at Urbana-Champaign 2009 — 2010
MS, Accountancy
University of Illinois at Chicago 2004 — 2006
Masters, Business Administration
University of Illinois at Urbana-Champaign 1998 — 2001
Bachelor of Arts, Finance & Economics
Valerie Bethel, CPWA®'s Merrill Lynch Experience August 2010 - Present
Job Private Banking and Investment Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Merrill Lynch - Global Wealth and Investment Management April 2008 - August 2010
Bank of America 2003 - 2008
Skills
Portfolio Management, Uniform Combined State..., Alternative Investments, FINRA, Equities, Wealth Management, Series 7, Asset Allocation, Series 65, Investments, Mutual Funds, Series 63, Financial Modeling, Financial Analysis, Retirement Planning, Series 3, Series 31, Private Banking, Series 24
Education
University of Houston
Bachelor of Science (BS), Psychology
Merrill Lynch August 2010 - Present
Merrill Lynch - Global Wealth and Investment Management April 2008 - August 2010
Bank of America 2003 - 2008
Skills
Portfolio Management, Uniform Combined State..., Alternative Investments, FINRA, Equities, Wealth Management, Series 7, Asset Allocation, Series 65, Investments, Mutual Funds, Series 63, Financial Modeling, Financial Analysis, Retirement Planning, Series 3, Series 31, Private Banking, Series 24
Education
University of Houston
Bachelor of Science (BS), Psychology
Toby Sessions's Merrill Lynch Experience May 2002 - January 2009
Job Senior Vice President & Trust Officer at Moody National Bank
Industry Financial Services
Experience
Moody National Bank 2011 - Present
Regions Morgan Keegan Trust June 2009 - January 2011
Merrill Lynch May 2002 - January 2009
Kanaly Trust Company January 1998 - May 2002
Moody National Bank January 1996 - January 1998
Citizens Bank & Trust Co. 1991 - 1996
Skills
Strategic Financial..., Financial Advisory, Asset Managment, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Equities, Investment Advisory, Asset Allocation, Wealth, Investment Management, Banking, Retirement, Certified Financial..., Risk Management
Education
University of Houston-Clear Lake 1985 — 1989
BBA
Lee College 1983 — 1985
Moody National Bank 2011 - Present
Regions Morgan Keegan Trust June 2009 - January 2011
Merrill Lynch May 2002 - January 2009
Kanaly Trust Company January 1998 - May 2002
Moody National Bank January 1996 - January 1998
Citizens Bank & Trust Co. 1991 - 1996
Skills
Strategic Financial..., Financial Advisory, Asset Managment, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Equities, Investment Advisory, Asset Allocation, Wealth, Investment Management, Banking, Retirement, Certified Financial..., Risk Management
Education
University of Houston-Clear Lake 1985 — 1989
BBA
Lee College 1983 — 1985
James Sprandel's Merrill Lynch Experience August 2006 - October 2007
Job Financial Professional
Industry Capital Markets
Experience
Newedge September 2010 - Present
JPMorgan Chase November 2007 - September 2010
Merrill Lynch August 2006 - October 2007
International Trading Group November 1996 - August 2006
Cargill Investor Services 1990 - 1995
Education
University of Illinois at Chicago 1978 — 1983
B. of A., Economics
Newedge September 2010 - Present
JPMorgan Chase November 2007 - September 2010
Merrill Lynch August 2006 - October 2007
International Trading Group November 1996 - August 2006
Cargill Investor Services 1990 - 1995
Education
University of Illinois at Chicago 1978 — 1983
B. of A., Economics
Ray Tubridy's Merrill Lynch Experience July 2007 - March 2009
Job Associate Director/North American Operations and Clearing Manager at Macquarie Futures USA LLC
Industry Financial Services
Experience
Macquarie Futures USA LLC September 2013 - Present
State Street Global Markets LLC January 2010 - August 2013
RT Solutions May 2009 - January 2010
Merrill Lynch July 2007 - March 2009
Merrill Lynch March 2000 - July 2007
Merrill Lynch March 1991 - March 2000
United States Air Force February 1978 - July 1982
Skills
Start-ups, Asset Management, Financial Services, Hedge Funds, Leadership, Management, Product Development, Options, Executive Management, Trading, Marketing, Risk Management, Alternative Investments, Mutual Funds, Electronic Trading, Equities, Trading Systems, Capital Markets, Financial Markets, Derivatives, Portfolio Management, Valuation, Bloomberg, Data Analysis, Marketing Strategy, Fixed Income, Entrepreneurship, Asset Managment, Banking, Corporate Finance, Negotiation, SDLC, Business Analysis, Securities, Foreign Exchange, Sales Management, Investments, Equity Derivatives, Market Research, Investment Banking, Market Data, Finance, Project Management, Product Marketing, Back Office, Commodity, Consulting, Analytics, Futures
Education
University of Illinois at Chicago 1986 — 1991
BS, Electrical Engineering
Macquarie Futures USA LLC September 2013 - Present
State Street Global Markets LLC January 2010 - August 2013
RT Solutions May 2009 - January 2010
Merrill Lynch July 2007 - March 2009
Merrill Lynch March 2000 - July 2007
Merrill Lynch March 1991 - March 2000
United States Air Force February 1978 - July 1982
Skills
Start-ups, Asset Management, Financial Services, Hedge Funds, Leadership, Management, Product Development, Options, Executive Management, Trading, Marketing, Risk Management, Alternative Investments, Mutual Funds, Electronic Trading, Equities, Trading Systems, Capital Markets, Financial Markets, Derivatives, Portfolio Management, Valuation, Bloomberg, Data Analysis, Marketing Strategy, Fixed Income, Entrepreneurship, Asset Managment, Banking, Corporate Finance, Negotiation, SDLC, Business Analysis, Securities, Foreign Exchange, Sales Management, Investments, Equity Derivatives, Market Research, Investment Banking, Market Data, Finance, Project Management, Product Marketing, Back Office, Commodity, Consulting, Analytics, Futures
Education
University of Illinois at Chicago 1986 — 1991
BS, Electrical Engineering
Put Seunsom's Merrill Lynch Experience April 2010 - April 2014
Job Financial Advisor
Industry Investment Management
Experience
Real Estate Investment April 2014 - Present
Merrill Lynch April 2010 - April 2014
Skills
Series 66, Series 7, Retirement Income..., Retirement Planning, Wealth Management, IRA's, Retirement, Asset Allocation, Wealth Accumulation, Investment Advisory, Annuities, Series 63, Financial Advisory, 401k, Financial Planning, Mutual Funds, Alternative Investments, Private Wealth..., Investments, Securities, Stocks, Portfolio Management, Options, Long Term Care, Asset Management, Bonds, High Net Worth..., Reporting & Analysis, Personal Finance, Mortgage, Disability Insurance, Equities, Fixed Income, Asset, Term Life Insurance, Commercial Lending, Defined Benefit, Pensions, Insurance, Commercial Mortgages, Debt Management, Private Banking, Credit, Insurance Planning, Investment Strategies, Wealth, Wealth Transfer, Annuity, Series 6, Financial Advice
Education
University of Houston
Real Estate Investment April 2014 - Present
Merrill Lynch April 2010 - April 2014
Skills
Series 66, Series 7, Retirement Income..., Retirement Planning, Wealth Management, IRA's, Retirement, Asset Allocation, Wealth Accumulation, Investment Advisory, Annuities, Series 63, Financial Advisory, 401k, Financial Planning, Mutual Funds, Alternative Investments, Private Wealth..., Investments, Securities, Stocks, Portfolio Management, Options, Long Term Care, Asset Management, Bonds, High Net Worth..., Reporting & Analysis, Personal Finance, Mortgage, Disability Insurance, Equities, Fixed Income, Asset, Term Life Insurance, Commercial Lending, Defined Benefit, Pensions, Insurance, Commercial Mortgages, Debt Management, Private Banking, Credit, Insurance Planning, Investment Strategies, Wealth, Wealth Transfer, Annuity, Series 6, Financial Advice
Education
University of Houston
Abdul S. Ahmed's Merrill Lynch Experience September 2005 - May 2006
Job Senior Software Engineer at Career Education Corporation
Industry Information Technology and Services
Experience
Career Education Corporation January 2015 - Present
Verge Solutions, LLC February 2014 - January 2015
Redbox October 2012 - December 2013
CNA Insurance March 2009 - October 2012
CNA Insurance May 2008 - March 2009
CNA Insurance September 2006 - May 2008
CNA Insurance June 2006 - August 2006
Merrill Lynch September 2005 - May 2006
Skills
C++, Java, SQL, VBA, JavaScript, C#, Python, Business Objects, Crystal Reports, Ruby, Microsoft Office, HTML, Algorithms, MS Project, Financial Reporting, Financial Analysis, Software Deployment, Project Management, SDLC, Analysis, Access, Visio, Business Analysis, Project Planning, Software Development, Node.js, SharePoint, Software Project..., Leadership, Microsoft SQL Server, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Databases, Data Warehousing, IT Strategy, Agile Methodologies, Business Process, Business Intelligence
Education
University of Illinois at Chicago 2002 — 2006
Bachelor's degree, Information Systems
University of Illinois at Chicago 2002 — 2006
Bachelor's degree, Finance
Career Education Corporation January 2015 - Present
Verge Solutions, LLC February 2014 - January 2015
Redbox October 2012 - December 2013
CNA Insurance March 2009 - October 2012
CNA Insurance May 2008 - March 2009
CNA Insurance September 2006 - May 2008
CNA Insurance June 2006 - August 2006
Merrill Lynch September 2005 - May 2006
Skills
C++, Java, SQL, VBA, JavaScript, C#, Python, Business Objects, Crystal Reports, Ruby, Microsoft Office, HTML, Algorithms, MS Project, Financial Reporting, Financial Analysis, Software Deployment, Project Management, SDLC, Analysis, Access, Visio, Business Analysis, Project Planning, Software Development, Node.js, SharePoint, Software Project..., Leadership, Microsoft SQL Server, Enterprise Architecture, Requirements Analysis, Requirements Gathering, Databases, Data Warehousing, IT Strategy, Agile Methodologies, Business Process, Business Intelligence
Education
University of Illinois at Chicago 2002 — 2006
Bachelor's degree, Information Systems
University of Illinois at Chicago 2002 — 2006
Bachelor's degree, Finance
Neal Symms's Merrill Lynch Experience September 2005 - July 2010
Job Director of IT at Parkhurst Resources Power Advisors
Industry Oil & Energy
Experience
Parkhurst Resources Power Advisors April 2014 - Present
Home March 2010 - Present
Merrill Lynch September 2005 - July 2010
Enron January 2002 - August 2005
Enron Energy Services June 2001 - January 2002
Enron Broadband Services April 2000 - May 2001
Enron Capital & Trade May 1995 - April 2000
U.S. District Court April 1990 - May 1995
Skills
Integration, Commodity Markets, Risk Management, Trading Systems, Project Management, Business Analysis, Software Development, Trading, Strategy, Analysis, Commodity, Energy, Data Science, Data Analysis
Education
University of Houston 1981 — 1988
B.S., Electrical Engineering, Computer Science
Parkhurst Resources Power Advisors April 2014 - Present
Home March 2010 - Present
Merrill Lynch September 2005 - July 2010
Enron January 2002 - August 2005
Enron Energy Services June 2001 - January 2002
Enron Broadband Services April 2000 - May 2001
Enron Capital & Trade May 1995 - April 2000
U.S. District Court April 1990 - May 1995
Skills
Integration, Commodity Markets, Risk Management, Trading Systems, Project Management, Business Analysis, Software Development, Trading, Strategy, Analysis, Commodity, Energy, Data Science, Data Analysis
Education
University of Houston 1981 — 1988
B.S., Electrical Engineering, Computer Science
Sonia Mathew, MBA's Merrill Lynch Experience June 2004 - August 2004
Job Regional Account Manager
Industry Hospital & Health Care
Experience
Optum May 2007 - Present
The University of Texas Health Science Center at Houston September 2005 - May 2007
Merrill Lynch June 2004 - August 2004
Skills
Financial Analysis, Medical Billing, Investigative Reporting, Auditing, HIPAA, Hospitals, Outlook, Documentation, Compliance, Team Leadership, Customer Relations, Microsoft Office, Problem Solving, Health Insurance, Software Documentation, Access, Process Improvement, Management, Microsoft Excel, Healthcare, Managed Care
Education
University of Houston-Victoria 2008 — 2010
Masters of Business Administration, Business Management
University of Houston-Downtown 2003 — 2007
Bachelor of Business Administration, Finance
Optum May 2007 - Present
The University of Texas Health Science Center at Houston September 2005 - May 2007
Merrill Lynch June 2004 - August 2004
Skills
Financial Analysis, Medical Billing, Investigative Reporting, Auditing, HIPAA, Hospitals, Outlook, Documentation, Compliance, Team Leadership, Customer Relations, Microsoft Office, Problem Solving, Health Insurance, Software Documentation, Access, Process Improvement, Management, Microsoft Excel, Healthcare, Managed Care
Education
University of Houston-Victoria 2008 — 2010
Masters of Business Administration, Business Management
University of Houston-Downtown 2003 — 2007
Bachelor of Business Administration, Finance
Damini Yagnik's Merrill Lynch Experience June 2007 - July 2007
Job Manager Valuation
Industry Accounting
Experience
BDO LLP August 2013 - Present
KPMG LLP July 2008 - July 2013
KPMG Singapore July 2007 - August 2007
KPMG Corporate Finance June 2007 - August 2007
Merrill Lynch June 2007 - July 2007
ICICI Bank June 2005 - July 2005
Wealth Solutions Private Limited June 2003 - March 2004
Skills
Valuation, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Finance, Restructuring, Intangible Assets, Purchase Price..., Portfolio Management, Divestitures, Financial Services, Financial Statement..., Business Valuation, Financial Modeling, International Tax
Education
University of Illinois
Bachelor of Arts, Economics
BDO LLP August 2013 - Present
KPMG LLP July 2008 - July 2013
KPMG Singapore July 2007 - August 2007
KPMG Corporate Finance June 2007 - August 2007
Merrill Lynch June 2007 - July 2007
ICICI Bank June 2005 - July 2005
Wealth Solutions Private Limited June 2003 - March 2004
Skills
Valuation, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Finance, Restructuring, Intangible Assets, Purchase Price..., Portfolio Management, Divestitures, Financial Services, Financial Statement..., Business Valuation, Financial Modeling, International Tax
Education
University of Illinois
Bachelor of Arts, Economics
Larry Goecking's Merrill Lynch Experience 2005 - 2005
Job Finance Executive and Professional
Industry Financial Services
Experience
Loders Croklaan 2010 - 2011
Trustwave 2010 - 2010
Investment Banking Institute 2009 - 2009
Ace Hardware 2009 - 2009
SourceLink 2009 - 2009
National Express 2007 - 2008
Kraft Foods 2006 - 2007
ACCO Brands 2005 - 2006
Merrill Lynch 2005 - 2005
Aon Hewitt 2005 - 2005
Skills
Forecasting
Education
University of Illinois at Chicago
Bachelor of Science (BS), Accounting
Loders Croklaan 2010 - 2011
Trustwave 2010 - 2010
Investment Banking Institute 2009 - 2009
Ace Hardware 2009 - 2009
SourceLink 2009 - 2009
National Express 2007 - 2008
Kraft Foods 2006 - 2007
ACCO Brands 2005 - 2006
Merrill Lynch 2005 - 2005
Aon Hewitt 2005 - 2005
Skills
Forecasting
Education
University of Illinois at Chicago
Bachelor of Science (BS), Accounting
Shannon Koridek's Merrill Lynch Experience October 2009 - August 2010
Job Financial Services Associate
Industry Financial Services
Experience
Merrill Lynch October 2009 - August 2010
Northwestern Mutual August 2005 - August 2009
Skills
Sales
Education
University of Illinois - Chicago 1998 — 2002
B.A., Economics
Merrill Lynch October 2009 - August 2010
Northwestern Mutual August 2005 - August 2009
Skills
Sales
Education
University of Illinois - Chicago 1998 — 2002
B.A., Economics
J.Reginald Dujour's Merrill Lynch Experience September 1999 - October 2000
Job Interactive Art Director, Multimedia, Graphic designer, UI/ HMI Design
Industry Internet
Experience
MDA April 2015 - Present
Walgreens Boots Alliance January 2010 - March 2015
Willliam Labidie June 2009 - December 2009
UBM Studios July 2008 - October 2009
Hunter Douglas Hospitality February 2002 - June 2008
Légion Étrangère 1999 - 2006
Merrill Lynch September 1999 - October 2000
Reality Bytes, Inc June 1997 - August 1999
Bungie Studios August 1995 - 1997
Légion Étrangère 1990 - 1995
Skills
Interaction Design, Graphic Design, Web Design, Illustration, 3D Modeling, Brand Development, Logo Design, Motion Design, Illustrator, Technical Drawing, User Interface Design, GUI, Exhibit Design, User Experience, Multimedia, Creative Direction, AxureRP, Adobe Creative Suite, Strata 3D CX, Flash CS6, After Effects, Animatronics, HTML 5, ActionScript, jQuery UI, jQuery Mobile, Photography, ActionScript 2/3, JavaScript, Digital Photography, Game Developers, Digital Games, Music, Advertising, HTML5
Education
University of Illinois at Chicago 1995 — 1997
BAS, Biology, Pre-Med Program & Visual Communication
École nationale supérieure des Beaux-Arts 1985 — 1987
Diplôme National d'Arts et Techniques option Design graphique (DNAP), Techniques option Design graphique
MDA April 2015 - Present
Walgreens Boots Alliance January 2010 - March 2015
Willliam Labidie June 2009 - December 2009
UBM Studios July 2008 - October 2009
Hunter Douglas Hospitality February 2002 - June 2008
Légion Étrangère 1999 - 2006
Merrill Lynch September 1999 - October 2000
Reality Bytes, Inc June 1997 - August 1999
Bungie Studios August 1995 - 1997
Légion Étrangère 1990 - 1995
Skills
Interaction Design, Graphic Design, Web Design, Illustration, 3D Modeling, Brand Development, Logo Design, Motion Design, Illustrator, Technical Drawing, User Interface Design, GUI, Exhibit Design, User Experience, Multimedia, Creative Direction, AxureRP, Adobe Creative Suite, Strata 3D CX, Flash CS6, After Effects, Animatronics, HTML 5, ActionScript, jQuery UI, jQuery Mobile, Photography, ActionScript 2/3, JavaScript, Digital Photography, Game Developers, Digital Games, Music, Advertising, HTML5
Education
University of Illinois at Chicago 1995 — 1997
BAS, Biology, Pre-Med Program & Visual Communication
École nationale supérieure des Beaux-Arts 1985 — 1987
Diplôme National d'Arts et Techniques option Design graphique (DNAP), Techniques option Design graphique
Mubin Zahir's Merrill Lynch Experience March 2002 - September 2002
Job Senior Business Analyst at DundeeWealth Investment Counsel
Industry Financial Services
Experience
DundeeWealth Investment Counsel January 2012 - Present
Dundee Wealth May 2010 - January 2012
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - April 2008
Merrill Lynch March 2002 - September 2002
Skills
Investments, Asset Managment, Bloomberg, Corporate Finance, Banking, Employee Benefits, Securities, Retirement, Management, Financial Analysis, Asset Management, Mutual Funds, Financial Services, Equities, Pensions, Program Management
Education
University of Houston 1999 — 2004
Bachelor of Business Administration, Finance and MIS
DundeeWealth Investment Counsel January 2012 - Present
Dundee Wealth May 2010 - January 2012
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - April 2008
Merrill Lynch March 2002 - September 2002
Skills
Investments, Asset Managment, Bloomberg, Corporate Finance, Banking, Employee Benefits, Securities, Retirement, Management, Financial Analysis, Asset Management, Mutual Funds, Financial Services, Equities, Pensions, Program Management
Education
University of Houston 1999 — 2004
Bachelor of Business Administration, Finance and MIS
Richard Gutierrez's Merrill Lynch Experience April 2013 - Present
Job Vice President, Planning and Tools at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
VALIC May 2009 - May 2013
AIG Retirement 2006 - 2009
Van Kampen Funds 1997 - 2000
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Strategic Financial..., Mutual Funds, Series 63, IRAs, 401k, Personal Financial...
Education
University of Houston
BS ISS
Merrill Lynch April 2013 - Present
VALIC May 2009 - May 2013
AIG Retirement 2006 - 2009
Van Kampen Funds 1997 - 2000
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Strategic Financial..., Mutual Funds, Series 63, IRAs, 401k, Personal Financial...
Education
University of Houston
BS ISS
Al Potaczek's Merrill Lynch Experience Letter of Credit TechnicianBank of America1994 - 2000
Job Trade Services Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Letter of Credit TechnicianBank of America1994 - 2000
Education
University of Illinois at Chicago 1986 — 1991
B.A, Economics
Merrill Lynch Letter of Credit TechnicianBank of America1994 - 2000
Education
University of Illinois at Chicago 1986 — 1991
B.A, Economics
Charlie Morten's Merrill Lynch Experience 1973 - 2002
Job Compliance/Risk Management Consultant and Affiliate Expert at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC September 2015 - Present
OmniVest Group LLC 2006 - Present
JP Morgan 2003 - 2005
Response Companies 2003 - 2005
Response Companies 2003 - 2005
Merrill Lynch 1973 - 2002
Skills
Series 7, Securities, Wealth Management, Asset Managment, Operational Risk..., Series 24, Financial Services, Financial Advisory, Private Banking, Asset Allocation, Asset Management, Options, Risk Management, Capital Markets, Due Diligence, Hedge Funds, Series 65, Financial Markets, Equities, Portfolio Management, Alternative Investments, Operational Risk, Series 63, Investment Strategies, Mutual Funds, Investment Management, Middle Office, Fixed Income, Private Equity, Investment Advisory, Investments, Strategic Financial..., FINRA, Wealth Management..., Electronic Trading, Back Office, Bonds, Mergers & Acquisitions, Trading Systems, Uniform Combined State..., Equity Trading, Financial Risk, Bloomberg, Banking, Emerging Markets
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations
Bates Group LLC September 2015 - Present
OmniVest Group LLC 2006 - Present
JP Morgan 2003 - 2005
Response Companies 2003 - 2005
Response Companies 2003 - 2005
Merrill Lynch 1973 - 2002
Skills
Series 7, Securities, Wealth Management, Asset Managment, Operational Risk..., Series 24, Financial Services, Financial Advisory, Private Banking, Asset Allocation, Asset Management, Options, Risk Management, Capital Markets, Due Diligence, Hedge Funds, Series 65, Financial Markets, Equities, Portfolio Management, Alternative Investments, Operational Risk, Series 63, Investment Strategies, Mutual Funds, Investment Management, Middle Office, Fixed Income, Private Equity, Investment Advisory, Investments, Strategic Financial..., FINRA, Wealth Management..., Electronic Trading, Back Office, Bonds, Mergers & Acquisitions, Trading Systems, Uniform Combined State..., Equity Trading, Financial Risk, Bloomberg, Banking, Emerging Markets
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations
Patrick Ganze Hayden's Merrill Lynch Experience June 2011 - October 2011
Job Forward Curves Senior Analysts at Argus Media
Industry Oil & Energy
Experience
Argus Media March 2013 - Present
Argus Media October 2011 - March 2013
Merrill Lynch June 2011 - October 2011
IVG Energy February 2011 - June 2011
BP June 2009 - August 2009
Citigroup June 2008 - August 2008
City of Houston August 2007 - December 2007
Skills
Natural Gas, Power, Commodity Markets, Energy, Risk Management, Business Analysis, Financial Modeling, Financial Analysis, Commodity, Finance, Hedging, Research, Trading, Microsoft Office, Microsoft Excel, Analysis, Business Development, Valuation, Gas, Derivatives
Education
Univeristy of Houston, C.T. Bauer College of Business 2011 — 2014
Master in Science of Finance, Energy Finance, Energy Investment Analysis, Energy Risk Management
University of Houston, C.T. Bauer College of Business 2007 — 2010
BBA, Global Energy Management/Finance
Argus Media March 2013 - Present
Argus Media October 2011 - March 2013
Merrill Lynch June 2011 - October 2011
IVG Energy February 2011 - June 2011
BP June 2009 - August 2009
Citigroup June 2008 - August 2008
City of Houston August 2007 - December 2007
Skills
Natural Gas, Power, Commodity Markets, Energy, Risk Management, Business Analysis, Financial Modeling, Financial Analysis, Commodity, Finance, Hedging, Research, Trading, Microsoft Office, Microsoft Excel, Analysis, Business Development, Valuation, Gas, Derivatives
Education
Univeristy of Houston, C.T. Bauer College of Business 2011 — 2014
Master in Science of Finance, Energy Finance, Energy Investment Analysis, Energy Risk Management
University of Houston, C.T. Bauer College of Business 2007 — 2010
BBA, Global Energy Management/Finance
Joyce Fox's Merrill Lynch Experience April 1977 - December 2007
Job sales at WilliamsSonoma, Inc.
Industry Financial Services
Experience
Williams-Sonoma, Inc. September 2009 - Present
Merrill Lynch April 1977 - December 2007
Skills
Contract Negotiation, Negotiation, Microsoft Word, PowerPoint, Team Building, Customer Service
Education
University of Houston-Downtown 1987 — 1998
BS, General Studies
Williams-Sonoma, Inc. September 2009 - Present
Merrill Lynch April 1977 - December 2007
Skills
Contract Negotiation, Negotiation, Microsoft Word, PowerPoint, Team Building, Customer Service
Education
University of Houston-Downtown 1987 — 1998
BS, General Studies
Rotchy Barker's Merrill Lynch Experience June 1961 - October 1963
Job Member at Chicago Board of Trade
Industry Investment Management
Experience
Self employed October 1964 - Present
Chicago Board of Trade 1964 - Present
Ida Corp 1999 - 2007
Idaho Power 1999 - 2007
American Ecology Corp 1996 - 2007
Chicago Clearning Company January 1968 - October 1980
Merrill Lynch June 1961 - October 1963
Skills
Commodity, Options, Trading, Equities, Derivatives, Electronic Trading
Education
University of Idaho 1956 — 1961
B.S. Bus, Business, Music
Self employed October 1964 - Present
Chicago Board of Trade 1964 - Present
Ida Corp 1999 - 2007
Idaho Power 1999 - 2007
American Ecology Corp 1996 - 2007
Chicago Clearning Company January 1968 - October 1980
Merrill Lynch June 1961 - October 1963
Skills
Commodity, Options, Trading, Equities, Derivatives, Electronic Trading
Education
University of Idaho 1956 — 1961
B.S. Bus, Business, Music
Randall Collum's Merrill Lynch Experience 2006 - February 2011
Job Managing Director, Supply Analytics at Genscape, Inc.
Industry Oil & Energy
Experience
Genscape, Inc. April 2012 - Present
Spring Rock Production, LLC February 2011 - April 2012
Merrill Lynch 2006 - February 2011
BP 2005 - 2006
BP 2004 - 2005
BP June 2001 - May 2004
BP 2000 - 2000
Skills
Petroleum, Natural Gas
Education
University of Houston 2002 — 2004
Masters, Petroleum Engineering
University of Houston 1997 — 2001
B.S., Chemical Engineering
Genscape, Inc. April 2012 - Present
Spring Rock Production, LLC February 2011 - April 2012
Merrill Lynch 2006 - February 2011
BP 2005 - 2006
BP 2004 - 2005
BP June 2001 - May 2004
BP 2000 - 2000
Skills
Petroleum, Natural Gas
Education
University of Houston 2002 — 2004
Masters, Petroleum Engineering
University of Houston 1997 — 2001
B.S., Chemical Engineering
sylvia timotijevic's Merrill Lynch Experience 1990 - 1994
Job
Industry Real Estate
Experience
Major Dental Clinics of Chicago June 2009 - Present
merrill lynch 1990 - 1994
Superior Bank January 1987 - January 1990
Skills
Single Family Homes, Appraisals, Customer Service, Certified Residential, USPAP, Dental Insurance, Patient Healthcare..., Patient Satisfaction, Dental Marketing, Dental Implants
Education
University of Illinois at Chicago 1983 — 1986
Whitnery Young 1978 — 1981
Major Dental Clinics of Chicago June 2009 - Present
merrill lynch 1990 - 1994
Superior Bank January 1987 - January 1990
Skills
Single Family Homes, Appraisals, Customer Service, Certified Residential, USPAP, Dental Insurance, Patient Healthcare..., Patient Satisfaction, Dental Marketing, Dental Implants
Education
University of Illinois at Chicago 1983 — 1986
Whitnery Young 1978 — 1981
Amira Radcliffe's Merrill Lynch Experience January 2009 - August 2012
Job Senior Recruiting Consultant at Onyx M.D.
Industry Hospital & Health Care
Experience
Onyx M.D. July 2014 - Present
Manske Wealth Management September 2012 - April 2014
Merrill Lynch January 2009 - August 2012
Merrill Lynch January 2009 - May 2009
Skills
Portfolio Management, Management, Financial Analysis, Finance, Investments, Recruiting, Uniform Combined State..., Financial Advisory, Series 7, Securities, Banking, CRM, Human Resources, Temporary Staffing, Retirement Planning, Wealth Management, Asset Allocation, Trading, Medical Staff Relations, MS Excel, Powerpoint,..., rec, Consulting
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
B. A., Finance
Onyx M.D. July 2014 - Present
Manske Wealth Management September 2012 - April 2014
Merrill Lynch January 2009 - August 2012
Merrill Lynch January 2009 - May 2009
Skills
Portfolio Management, Management, Financial Analysis, Finance, Investments, Recruiting, Uniform Combined State..., Financial Advisory, Series 7, Securities, Banking, CRM, Human Resources, Temporary Staffing, Retirement Planning, Wealth Management, Asset Allocation, Trading, Medical Staff Relations, MS Excel, Powerpoint,..., rec, Consulting
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
B. A., Finance
Denzil Rodrigues's Merrill Lynch Experience January 2014 - Present
Job Assistant Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch July 2010 - January 2014
Motorola Solutions January 2010 - May 2010
University of Illinois at Chicago August 2008 - January 2010
iGATE (Patni Computer Systems) January 2006 - July 2008
Skills
C++, SQL, JavaScript, HTML, C#, Programming, CSS, Windows, XML, ASP.NET, Software Development, .NET
Education
University of Illinois at Chicago 2008 — 2010
Master of Science (M.S.), Computer Science
University of Mumbai 2001 — 2005
Bachelor of Engineering (BEng), Computer Engineering
Merrill Lynch January 2014 - Present
Merrill Lynch July 2010 - January 2014
Motorola Solutions January 2010 - May 2010
University of Illinois at Chicago August 2008 - January 2010
iGATE (Patni Computer Systems) January 2006 - July 2008
Skills
C++, SQL, JavaScript, HTML, C#, Programming, CSS, Windows, XML, ASP.NET, Software Development, .NET
Education
University of Illinois at Chicago 2008 — 2010
Master of Science (M.S.), Computer Science
University of Mumbai 2001 — 2005
Bachelor of Engineering (BEng), Computer Engineering
Kannan Thanam's Merrill Lynch Experience October 2010 - May 2011
Job University of Illinois at Chicago
Industry Computer Software
Experience
Bank of America Merrill Lynch June 2011 - Present
Merrill Lynch October 2010 - May 2011
University of Illinois at Chicago March 2010 - January 2011
University of Illinois at Chicago June 2008 - January 2010
University of Illinois at Chicago January 2008 - June 2008
Cognizant Technology Solutions January 2007 - July 2007
Skills
SQL, Android, Core Java, Java, C++, SDLC, Unix
Education
University of Illinois at Chicago 2007 — 2009
Master of Science (M.S.), Networks
R.M.K Engineering College 2002 — 2006
B.E., Electrical and Electronics
Bank of America Merrill Lynch June 2011 - Present
Merrill Lynch October 2010 - May 2011
University of Illinois at Chicago March 2010 - January 2011
University of Illinois at Chicago June 2008 - January 2010
University of Illinois at Chicago January 2008 - June 2008
Cognizant Technology Solutions January 2007 - July 2007
Skills
SQL, Android, Core Java, Java, C++, SDLC, Unix
Education
University of Illinois at Chicago 2007 — 2009
Master of Science (M.S.), Networks
R.M.K Engineering College 2002 — 2006
B.E., Electrical and Electronics
Ikshvak Nadhan's Merrill Lynch Experience August 2011 - June 2013
Job Credit Risk Analyst Industrials
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2013 - Present
C-Quest Capital LLC August 2013 - September 2013
Merrill Lynch August 2011 - June 2013
Merrill Lynch May 2009 - July 2009
Skills
Chartered Financial..., Financial Analysis, Corporate Finance, Financial Modeling, Accounting, Microsoft Office, Credit Risk, Credit Analysis, Wealth Management, Bloomberg Terminal, Industrial Sector, Risk Management, Equity Research
Education
CFA Institute 2011 — 2014
University of Illinois at Chicago 2006 — 2011
B.S. in Finance, Business Administration
Bank of America Merrill Lynch October 2013 - Present
C-Quest Capital LLC August 2013 - September 2013
Merrill Lynch August 2011 - June 2013
Merrill Lynch May 2009 - July 2009
Skills
Chartered Financial..., Financial Analysis, Corporate Finance, Financial Modeling, Accounting, Microsoft Office, Credit Risk, Credit Analysis, Wealth Management, Bloomberg Terminal, Industrial Sector, Risk Management, Equity Research
Education
CFA Institute 2011 — 2014
University of Illinois at Chicago 2006 — 2011
B.S. in Finance, Business Administration
Saul Navar's Merrill Lynch Experience July 2007 - July 2010
Job Relationship Manager at Guardian Retirement Solutions
Industry Financial Services
Experience
The Guardian Life Insurance Company of America May 2012 - Present
John Hancock Financial Services February 2010 - August 2011
Merrill Lynch July 2007 - July 2010
ING Investment Management January 2004 - July 2007
Skills
Retirement Planning, 401k, Series 63, Sales, Account Management, Retirement, PowerPoint, Mutual Funds, Portfolio Management, Finance
Education
University of Illinois at Chicago
BS, Marketing & Management
The Guardian Life Insurance Company of America May 2012 - Present
John Hancock Financial Services February 2010 - August 2011
Merrill Lynch July 2007 - July 2010
ING Investment Management January 2004 - July 2007
Skills
Retirement Planning, 401k, Series 63, Sales, Account Management, Retirement, PowerPoint, Mutual Funds, Portfolio Management, Finance
Education
University of Illinois at Chicago
BS, Marketing & Management
Michelle Pham, MBA's Merrill Lynch Experience 2005 - 2005
Job Accountant at Sanchez Oil & Gas Corporation
Industry Oil & Energy
Experience
U.S. Bank May 2008 - February 2014
BNY Mellon 2007 - 2008
Invesco US 2006 - 2007
Merrill Lynch 2005 - 2005
Skills
Finance, Financial Analysis, Financial Reporting, Microsoft Office, Banking, Microsoft Excel, Financial Modeling, PowerPoint, Account Reconciliation, Financial Services, Microsoft Word, Access, Portfolio Management, Customer Service
Education
University of Houston-Victoria
MBA, Finance
University of Houston, C.T. Bauer College of Business
BBA, Finance and Marketing
U.S. Bank May 2008 - February 2014
BNY Mellon 2007 - 2008
Invesco US 2006 - 2007
Merrill Lynch 2005 - 2005
Skills
Finance, Financial Analysis, Financial Reporting, Microsoft Office, Banking, Microsoft Excel, Financial Modeling, PowerPoint, Account Reconciliation, Financial Services, Microsoft Word, Access, Portfolio Management, Customer Service
Education
University of Houston-Victoria
MBA, Finance
University of Houston, C.T. Bauer College of Business
BBA, Finance and Marketing
Shawn Koshy's Merrill Lynch Experience January 2008 - August 2008
Job Instrumentation Engineer at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil September 2011 - Present
Texas Instruments August 2010 - January 2011
ExxonMobil May 2010 - August 2010
Merrill Lynch January 2008 - August 2008
Skills
Matlab, Petrochemical, Troubleshooting, Testing, Instrumentation, Microsoft Office, PCB design, Electrical Engineering, C++, Engineering, PLC, Control Systems Design
Education
University of Houston 2007 — 2011
BSEE, Electrical Engineering - Summa Cum Laude
ExxonMobil September 2011 - Present
Texas Instruments August 2010 - January 2011
ExxonMobil May 2010 - August 2010
Merrill Lynch January 2008 - August 2008
Skills
Matlab, Petrochemical, Troubleshooting, Testing, Instrumentation, Microsoft Office, PCB design, Electrical Engineering, C++, Engineering, PLC, Control Systems Design
Education
University of Houston 2007 — 2011
BSEE, Electrical Engineering - Summa Cum Laude
Olivia Sisneros's Merrill Lynch Experience 2002 - 2007
Job Vice President in Business Management at Deutsche Bank
Industry Oil & Energy
Experience
Deutsche Bank August 2007 - Present
Merrill Lynch 2002 - 2007
Sai Softwares 2001 - 2002
Skills
Commodity, Commodity Markets, Derivatives, Hedging, Market Risk, Risk Management, Trading
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance, General
Deutsche Bank August 2007 - Present
Merrill Lynch 2002 - 2007
Sai Softwares 2001 - 2002
Skills
Commodity, Commodity Markets, Derivatives, Hedging, Market Risk, Risk Management, Trading
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance, General
Sherry Chambers, CPA's Merrill Lynch Experience 2005 - 2007
Job Director, Finance at BG Group
Industry Oil & Energy
Experience
BG Group March 2007 - Present
Merrill Lynch 2005 - 2007
Merrill Lynch Entergy-Koch Trading August 2002 - May 2005
Skills
Commodity Markets, Natural Gas, Financial Analysis, Financial Reporting, Energy Markets, Internal Controls, Variance Analysis, Financial Modeling, Sarbanes-Oxley Act, Managerial Finance, Risk Management, Accounting, Energy, Forecasting, Corporate Finance, Financial Accounting, Analysis, Budgets, SAP
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Accounting
BG Group March 2007 - Present
Merrill Lynch 2005 - 2007
Merrill Lynch Entergy-Koch Trading August 2002 - May 2005
Skills
Commodity Markets, Natural Gas, Financial Analysis, Financial Reporting, Energy Markets, Internal Controls, Variance Analysis, Financial Modeling, Sarbanes-Oxley Act, Managerial Finance, Risk Management, Accounting, Energy, Forecasting, Corporate Finance, Financial Accounting, Analysis, Budgets, SAP
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Accounting
Aveg Gupta's Merrill Lynch Experience May 2012 - June 2014
Job Assistant Vice President Global Treasury Solutions
Industry Banking
Experience
Bank of America June 2014 - Present
Merrill Lynch May 2012 - June 2014
Vivio Sites Inc. September 2010 - September 2012
Merrill Lynch January 2011 - April 2012
Bank of America June 2010 - August 2010
Law Office of William G. Schur May 2009 - June 2010
Skills
Research, SEO, Accounts Receivable, Futures, Finance, Data Analysis, Financial Analysis, Microsoft Excel, Sungard GMI, Derivatives, Equities
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Bank of America June 2014 - Present
Merrill Lynch May 2012 - June 2014
Vivio Sites Inc. September 2010 - September 2012
Merrill Lynch January 2011 - April 2012
Bank of America June 2010 - August 2010
Law Office of William G. Schur May 2009 - June 2010
Skills
Research, SEO, Accounts Receivable, Futures, Finance, Data Analysis, Financial Analysis, Microsoft Excel, Sungard GMI, Derivatives, Equities
Education
University of Illinois at Chicago 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Max Musso's Merrill Lynch Experience 1993 - 1997
Job Advanced Engineer at Cameron Drilling Systems. BlowOut Preventer Engineer
Industry Oil & Energy
Experience
Cameron Drilling Systems June 2013 - Present
Jacobs Technology March 2005 - May 2013
Wyle Science and Engineering Group September 1998 - March 2005
Oceaneering 1997 - 1998
Merrill Lynch 1993 - 1997
S & B Engineers and Constructors, Ltd. 1991 - 1993
Grumman Aerospace December 1989 - 1991
Ford Aerospace Inc. 1988 - 1989
Rockwell International 1985 - 1989
Skills
Microsoft Word, PowerPoint, Research, Windows, Microsoft Office, Product Design, Pro Engineer, Solidworks, Solid Modeling, Thermal Engineering, Aircraft, Water Treatment, Air Conditioning, Testing, Test Planning, Trading, Packaging Engineering, Electronics Packaging, Rack Packaging, Potable Water Treatment, Tool Design, Softgoods Design, Thremal Protection..., Excercise Equipment..., Spacecraft, Spanish-speaking, Team Leadership, Technical Leadership, Windchill, Engineering Management, GD&T, Systems Engineering, Mechanical Product..., Engineering, Space Systems, Project Engineering, Metal Fabrication, Earned Value Management, Engineering Design, Finite Element Analysis, Manufacturing, Simulations, Electronics, Heat Transfer, Sheet Metal, Failure Analysis, Root Cause Analysis, Mechanical Engineering, Catia, MathCAD
Education
University of Houston 1980 — 1985
Mechanical Engineering
Cameron Drilling Systems June 2013 - Present
Jacobs Technology March 2005 - May 2013
Wyle Science and Engineering Group September 1998 - March 2005
Oceaneering 1997 - 1998
Merrill Lynch 1993 - 1997
S & B Engineers and Constructors, Ltd. 1991 - 1993
Grumman Aerospace December 1989 - 1991
Ford Aerospace Inc. 1988 - 1989
Rockwell International 1985 - 1989
Skills
Microsoft Word, PowerPoint, Research, Windows, Microsoft Office, Product Design, Pro Engineer, Solidworks, Solid Modeling, Thermal Engineering, Aircraft, Water Treatment, Air Conditioning, Testing, Test Planning, Trading, Packaging Engineering, Electronics Packaging, Rack Packaging, Potable Water Treatment, Tool Design, Softgoods Design, Thremal Protection..., Excercise Equipment..., Spacecraft, Spanish-speaking, Team Leadership, Technical Leadership, Windchill, Engineering Management, GD&T, Systems Engineering, Mechanical Product..., Engineering, Space Systems, Project Engineering, Metal Fabrication, Earned Value Management, Engineering Design, Finite Element Analysis, Manufacturing, Simulations, Electronics, Heat Transfer, Sheet Metal, Failure Analysis, Root Cause Analysis, Mechanical Engineering, Catia, MathCAD
Education
University of Houston 1980 — 1985
Mechanical Engineering
Reece Burnett's Merrill Lynch Experience May 2009 - August 2009
Job Associate Broker at Burnett Company Realty
Industry Real Estate
Experience
Burnett Company Realty May 2012 - Present
Keller Williams Commercial Real Estate April 2011 - May 2012
Alaska Department of Transportation May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Commercial Real Estate, Commercial Leasing, Real Estate Negotiation, Investment Properties, Property Management, Real Estate Investment, Residential Investment..., Microsoft Office, Customer Service, PowerPoint, Real Estate Transactions, Finance, Microsoft Word, Selling, Excel, Word, Real Estate, Real Estate Development, Sellers, Real Property, First Time Home Buyers, Marketing, Sales
Education
University of Idaho 2006 — 2010
Bachelor of Science (B.S.), Business Marketing
Burnett Company Realty May 2012 - Present
Keller Williams Commercial Real Estate April 2011 - May 2012
Alaska Department of Transportation May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Commercial Real Estate, Commercial Leasing, Real Estate Negotiation, Investment Properties, Property Management, Real Estate Investment, Residential Investment..., Microsoft Office, Customer Service, PowerPoint, Real Estate Transactions, Finance, Microsoft Word, Selling, Excel, Word, Real Estate, Real Estate Development, Sellers, Real Property, First Time Home Buyers, Marketing, Sales
Education
University of Idaho 2006 — 2010
Bachelor of Science (B.S.), Business Marketing
John Zadlo's Merrill Lynch Experience June 1995 - August 1996
Job Supervisor at NORC
Industry Research
Experience
NORC at the University of Chicago April 2009 - Present
Pershing August 1996 - November 2002
Merrill Lynch June 1995 - August 1996
Pershing March 1986 - May 1995
Skills
Data Analysis, Analysis, Microsoft Office, Access, Microsoft Excel, Visio, Management, Operations Management, Team Leadership, Team Management, Back Office, Project Management, Market Research, Leadership, Business Analysis, Process Improvement, Program Management, Team Building, Software Documentation, Time Management, PowerPoint, Customer Service, Microsoft Word, Quality Assurance, Budgets, Research, Strategic Planning, Administration, Risk Management, Project Planning, Coaching, Written & Verbal..., Recognition Awards
Education
University of Illinois at Chicago 1984 — 1986
NORC at the University of Chicago April 2009 - Present
Pershing August 1996 - November 2002
Merrill Lynch June 1995 - August 1996
Pershing March 1986 - May 1995
Skills
Data Analysis, Analysis, Microsoft Office, Access, Microsoft Excel, Visio, Management, Operations Management, Team Leadership, Team Management, Back Office, Project Management, Market Research, Leadership, Business Analysis, Process Improvement, Program Management, Team Building, Software Documentation, Time Management, PowerPoint, Customer Service, Microsoft Word, Quality Assurance, Budgets, Research, Strategic Planning, Administration, Risk Management, Project Planning, Coaching, Written & Verbal..., Recognition Awards
Education
University of Illinois at Chicago 1984 — 1986
Sundeep Mangat's Merrill Lynch Experience 2002 - 2003
Job Strategic Initiatives at Milagro Interactive
Industry Online Media
Experience
Milagro Interactive, Inc. January 2010 - Present
CITGO Petroleum January 2006 - December 2009
JPMorgan Chase & Co. 2005 - 2006
Merrill Lynch 2002 - 2003
Education
University of Houston, C.T. Bauer College of Business
Post Baccalaureate Certificate of Accountancy
University of Houston, C.T. Bauer College of Business
Bachelor in Business Administration in Finance
Milagro Interactive, Inc. January 2010 - Present
CITGO Petroleum January 2006 - December 2009
JPMorgan Chase & Co. 2005 - 2006
Merrill Lynch 2002 - 2003
Education
University of Houston, C.T. Bauer College of Business
Post Baccalaureate Certificate of Accountancy
University of Houston, C.T. Bauer College of Business
Bachelor in Business Administration in Finance
Rhidaya Wagley's Merrill Lynch Experience August 2008 - March 2009
Job Full Time MBA student, University of Houston
Industry Financial Services
Experience
S.T.R. Ventures Inc June 2009 - June 2010
Merrill Lynch August 2008 - March 2009
Skills
Accounts Receivable, Financial Analysis, Accounting, Analysis, Investments, Financial Statements, Finance
Education
University of Houston-Downtown 2007 — 2009
Bachelor of Business Administration, Accounting
C.T. Bauer College of Business - University of Houston
Full Time Masters in Business Administration, Finance
S.T.R. Ventures Inc June 2009 - June 2010
Merrill Lynch August 2008 - March 2009
Skills
Accounts Receivable, Financial Analysis, Accounting, Analysis, Investments, Financial Statements, Finance
Education
University of Houston-Downtown 2007 — 2009
Bachelor of Business Administration, Accounting
C.T. Bauer College of Business - University of Houston
Full Time Masters in Business Administration, Finance
Conforte M. Nama's Merrill Lynch Experience January 2009 - May 2009
Job Accountant at PSC
Industry Chemicals
Experience
Precision Drilling November 2011 - Present
The Men’s Wearhouse February 2011 - September 2011
University of Houston College of Business Finance Department January 2010 - December 2010
Merrill Lynch January 2009 - May 2009
Skills
SAP FICO, QuickBooks, Peachtree, Financial Analysis, Access, Outlook, Microsoft Office, Risk Management, Budgets, Business Analysis, PowerPoint, Visio, Process Improvement, Microsoft Word, Accounting, Financial Reporting, Finance, Lotus Notes, SAP, Auditing, SharePoint, Databases, Customer Service, Microsoft Excel
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance, Maths
Precision Drilling November 2011 - Present
The Men’s Wearhouse February 2011 - September 2011
University of Houston College of Business Finance Department January 2010 - December 2010
Merrill Lynch January 2009 - May 2009
Skills
SAP FICO, QuickBooks, Peachtree, Financial Analysis, Access, Outlook, Microsoft Office, Risk Management, Budgets, Business Analysis, PowerPoint, Visio, Process Improvement, Microsoft Word, Accounting, Financial Reporting, Finance, Lotus Notes, SAP, Auditing, SharePoint, Databases, Customer Service, Microsoft Excel
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance, Maths
Elias Dahu's Merrill Lynch Experience August 2010 - December 2010
Job
Industry Accounting
Experience
Merrill Lynch August 2010 - December 2010
Cliff's Grill August 2008 - June 2010
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Double Major in Accounting and Finance, Business
Merrill Lynch August 2010 - December 2010
Cliff's Grill August 2008 - June 2010
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Double Major in Accounting and Finance, Business
Justine Lin's Merrill Lynch Experience September 2009 - March 2010
Job Global Trade Compliance Manager at CEVA Logistics
Industry Law Practice
Experience
CEVA Logistics August 2015 - Present
McConnell Sovany LLP August 2014 - April 2015
McConnell Sovany LLP August 2013 - August 2014
Dallas County District Attorney's Office July 2013 - August 2013
165th Civil District Court of Harris County, TX August 2012 - December 2012
Abraham, Watkins, Nichols, Sorrels, Agosto & Friend May 2012 - August 2012
UT Southwestern Medical Center June 2010 - July 2011
Merrill Lynch September 2009 - March 2010
UT Southwestern Medical Center May 2009 - August 2009
Skills
Microsoft Access, Westlaw, Lexis Nexis, Litigation, Policy Analysis, Lexis, Program Evaluation, Editing, Trials, Legal Issues, Courts, Mediation, Depositions, Contract Law, Criminal Law, Civil Litigation, Administrative Law, Litigation Support, Legal Assistance, Motions, LexisNexis, Regulatory Compliance
Education
University of Houston Law Center 2011 — 2014
Juris Doctor (J.D.)
Rice University 2006 — 2010
B.A.
Greenhill School 1994 — 2006
CEVA Logistics August 2015 - Present
McConnell Sovany LLP August 2014 - April 2015
McConnell Sovany LLP August 2013 - August 2014
Dallas County District Attorney's Office July 2013 - August 2013
165th Civil District Court of Harris County, TX August 2012 - December 2012
Abraham, Watkins, Nichols, Sorrels, Agosto & Friend May 2012 - August 2012
UT Southwestern Medical Center June 2010 - July 2011
Merrill Lynch September 2009 - March 2010
UT Southwestern Medical Center May 2009 - August 2009
Skills
Microsoft Access, Westlaw, Lexis Nexis, Litigation, Policy Analysis, Lexis, Program Evaluation, Editing, Trials, Legal Issues, Courts, Mediation, Depositions, Contract Law, Criminal Law, Civil Litigation, Administrative Law, Litigation Support, Legal Assistance, Motions, LexisNexis, Regulatory Compliance
Education
University of Houston Law Center 2011 — 2014
Juris Doctor (J.D.)
Rice University 2006 — 2010
B.A.
Greenhill School 1994 — 2006
Philippe Tsoukias's Merrill Lynch Experience June 2004 - August 2004
Job Strategic Planning Analyst at Citation Oil & Gas Corp.
Industry Financial Services
Experience
Citation Oil & Gas Corp. October 2012 - Present
BNY Mellon January 2012 - September 2012
Bank of New York Mellon August 2007 - December 2011
Designer Stone Center, Inc. August 2006 - August 2007
Merrill Lynch June 2004 - August 2004
Skills
Cash Management, Valuation, Cash Flow, Finance, Risk Management, Microsoft Excel, Auditing, Bloomberg, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Portfolio Management, Analysis, Forecasting, Strategic Planning, Management
Education
University of Houston 2010 — 2012
MBA, Finance
University of St. Thomas (TX) 2002 — 2006
3.45, Finance and Business
IEA 1989 — 2001
Citation Oil & Gas Corp. October 2012 - Present
BNY Mellon January 2012 - September 2012
Bank of New York Mellon August 2007 - December 2011
Designer Stone Center, Inc. August 2006 - August 2007
Merrill Lynch June 2004 - August 2004
Skills
Cash Management, Valuation, Cash Flow, Finance, Risk Management, Microsoft Excel, Auditing, Bloomberg, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Portfolio Management, Analysis, Forecasting, Strategic Planning, Management
Education
University of Houston 2010 — 2012
MBA, Finance
University of St. Thomas (TX) 2002 — 2006
3.45, Finance and Business
IEA 1989 — 2001
Larnce Randle's Merrill Lynch Experience May 2010 - Present
Job Operations Analysts at Bank of America
Industry Banking
Experience
Merrill Lynch May 2010 - Present
2008 to 2009 February 2008 - June 2009
2006 - 2008 June 2006 - April 2008
Allstate Insurance Company January 2000 - January 2006
Education
University of Illinois at Chicago
Business Management
Merrill Lynch May 2010 - Present
2008 to 2009 February 2008 - June 2009
2006 - 2008 June 2006 - April 2008
Allstate Insurance Company January 2000 - January 2006
Education
University of Illinois at Chicago
Business Management
Mayra Alejandra Alezones's Merrill Lynch Experience August 2011 - December 2011
Job Financial Analyst (Global Energy Management)
Industry Oil & Energy
Experience
Edgen Murray August 2014 - Present
Lubline Corp March 2013 - May 2014
Bureau Veritas May 2012 - February 2013
Merrill Lynch August 2011 - December 2011
P.A.C.E Enclosures, INC December 2005 - June 2007
Price Cutters September 2002 - December 2005
Skills
Accounts Payable, Data Entry, Customer Service, Oil/Gas, Logistics, Energy Industry, Project Management, Procurement, Microsoft Office, Manufacturing, Spanish, Petroleum, Contract Management, Energy, Supply Chain Management, Gas, Negotiation, Payroll, Upstream, Teamwork, Strategic Sourcing, Supply Chain, Outlook, PowerPoint, Employee Relations, Finance, Supervisory Skills, Microsoft Excel, Sales
Education
University of Houston 2011 — 2012
Certificate of Global Energy Management, Energy Management
University of Houston 2008 — 2012
Bachelor of Business Administration, Finance
University of Houston 2010 — 2010
Certificate of Corporate Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Colegio Sans Facon
Edgen Murray August 2014 - Present
Lubline Corp March 2013 - May 2014
Bureau Veritas May 2012 - February 2013
Merrill Lynch August 2011 - December 2011
P.A.C.E Enclosures, INC December 2005 - June 2007
Price Cutters September 2002 - December 2005
Skills
Accounts Payable, Data Entry, Customer Service, Oil/Gas, Logistics, Energy Industry, Project Management, Procurement, Microsoft Office, Manufacturing, Spanish, Petroleum, Contract Management, Energy, Supply Chain Management, Gas, Negotiation, Payroll, Upstream, Teamwork, Strategic Sourcing, Supply Chain, Outlook, PowerPoint, Employee Relations, Finance, Supervisory Skills, Microsoft Excel, Sales
Education
University of Houston 2011 — 2012
Certificate of Global Energy Management, Energy Management
University of Houston 2008 — 2012
Bachelor of Business Administration, Finance
University of Houston 2010 — 2010
Certificate of Corporate Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Colegio Sans Facon
Derar Deek's Merrill Lynch Experience January 2015 - June 2015
Job Office 365 & Business Process Consultant
Industry Higher Education
Experience
Full Stack Consulting Group March 2015 - Present
Merrill Lynch January 2015 - June 2015
Microsoft September 2014 - June 2015
ISACA Houston Chapter March 2013 - May 2015
Microsoft March 2014 - June 2014
An Najah National University June 2013 - July 2013
ACFE January 2013 - June 2013
Bauer Global Studies Undergraduate Business Journal February 2013 - April 2013
The Emerging Leaders Institute - University of Houston September 2012 - April 2013
American Campus Communities April 2012 - February 2013
Skills
Microsoft Office, Tax Preparation, Peachtree, Microsoft Excel, Visio, Visual Studio, Microsoft Test Manager, SQL, HTML, Clerical Skills, Change Management, ETRM, Python, Outlook, Accounting, Customer Service, Spreadsheets, Leadership, Microsoft Word, PowerPoint, Access, Time Management, Pushing things through, Analysis, Management, Teamwork, Editing, Data Analysis, Team Leadership, INTJ, Event Planning, Critical Thinking, Strategy, Financial Analysis, Research, Consulting
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Bachelor of Business Administration, Management Information Systems/Accounting
Brazosport College 2011 — 2011
Associates of Arts, General Studies
Bangkok Patana School 2008 — 2010
High School Diploma, International Baccalaureate
Full Stack Consulting Group March 2015 - Present
Merrill Lynch January 2015 - June 2015
Microsoft September 2014 - June 2015
ISACA Houston Chapter March 2013 - May 2015
Microsoft March 2014 - June 2014
An Najah National University June 2013 - July 2013
ACFE January 2013 - June 2013
Bauer Global Studies Undergraduate Business Journal February 2013 - April 2013
The Emerging Leaders Institute - University of Houston September 2012 - April 2013
American Campus Communities April 2012 - February 2013
Skills
Microsoft Office, Tax Preparation, Peachtree, Microsoft Excel, Visio, Visual Studio, Microsoft Test Manager, SQL, HTML, Clerical Skills, Change Management, ETRM, Python, Outlook, Accounting, Customer Service, Spreadsheets, Leadership, Microsoft Word, PowerPoint, Access, Time Management, Pushing things through, Analysis, Management, Teamwork, Editing, Data Analysis, Team Leadership, INTJ, Event Planning, Critical Thinking, Strategy, Financial Analysis, Research, Consulting
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Bachelor of Business Administration, Management Information Systems/Accounting
Brazosport College 2011 — 2011
Associates of Arts, General Studies
Bangkok Patana School 2008 — 2010
High School Diploma, International Baccalaureate
Brian Heaton's Merrill Lynch Experience January 1996 - March 2009
Job Director of Fixed Income & Structured Product Sales at R.W. Pressprich & Co.
Industry Banking
Experience
R.W. Pressprich & Co. May 2015 - Present
Societe Generale 2010 - 2014
Utendahal Capital April 2009 - October 2009
Merrill lynch January 1996 - March 2009
Skills
Structured Products, Fixed Income, Bonds, Credit Derivatives, Capital Markets, Derivatives, Series 7, Hedge Funds, Trading, Securities, Structured Finance, Swaps, Financial Markets, Interest Rate..., Government Agencies, Interest Rates
Education
University of Illinois at Chicago
Bachelor’s Degree, Political Science and Government, Economics
R.W. Pressprich & Co. May 2015 - Present
Societe Generale 2010 - 2014
Utendahal Capital April 2009 - October 2009
Merrill lynch January 1996 - March 2009
Skills
Structured Products, Fixed Income, Bonds, Credit Derivatives, Capital Markets, Derivatives, Series 7, Hedge Funds, Trading, Securities, Structured Finance, Swaps, Financial Markets, Interest Rate..., Government Agencies, Interest Rates
Education
University of Illinois at Chicago
Bachelor’s Degree, Political Science and Government, Economics
Reginald Brockwell's Merrill Lynch Experience December 1971 - August 1980
Job Consultant
Industry Financial Services
Experience
Self Employed July 2006 - Present
UBS September 1980 - June 2006
Merrill Lynch December 1971 - August 1980
Skills
Portfolio Construction..., Arbitration, Investment Management, Asset Allocation, Finance, Portfolio Management, Strategic Planning, Financial Analysis, Investments, Financial Planning, Equities, Securities, Wealth Management, Risk Management, Estate Planning, Asset Management, Series 7, Alternative Investments, Insurance, Series 63
Education
University of Houston 1975 — 1979
Master of Business Administration (M.B.A.), Finance, General
Vanderbilt University 1964 — 1968
Bachelor of Engineering (B.E.), Chemical Engineering
Self Employed July 2006 - Present
UBS September 1980 - June 2006
Merrill Lynch December 1971 - August 1980
Skills
Portfolio Construction..., Arbitration, Investment Management, Asset Allocation, Finance, Portfolio Management, Strategic Planning, Financial Analysis, Investments, Financial Planning, Equities, Securities, Wealth Management, Risk Management, Estate Planning, Asset Management, Series 7, Alternative Investments, Insurance, Series 63
Education
University of Houston 1975 — 1979
Master of Business Administration (M.B.A.), Finance, General
Vanderbilt University 1964 — 1968
Bachelor of Engineering (B.E.), Chemical Engineering
Nauman Bhatti's Merrill Lynch Experience June 2013 - August 2013
Job Student at University of Illinois at Chicago
Industry Banking
Experience
Merrill Lynch June 2013 - August 2013
iSpine Pharmaceuticals June 2012 - August 2012
Avatar Securities September 2011 - December 2011
Edhi Foundation February 2011 - April 2011
Education
University of Illinois at Chicago 2011 — 2014
Bachelor’s Degree, Accounting and Finance
University of Illinois at Chicago
Merrill Lynch June 2013 - August 2013
iSpine Pharmaceuticals June 2012 - August 2012
Avatar Securities September 2011 - December 2011
Edhi Foundation February 2011 - April 2011
Education
University of Illinois at Chicago 2011 — 2014
Bachelor’s Degree, Accounting and Finance
University of Illinois at Chicago
Tolulope Olofinboba's Merrill Lynch Experience September 2010 - December 2010
Job Experienced Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers November 2014 - Present
UHY Advisors December 2013 - October 2014
UHY Advisors January 2013 - December 2013
Central Market December 2007 - 2012
Merrill Lynch September 2010 - December 2010
Skills
Accounting, Financial Reporting
Education
University of Houston 2010 — 2012
Master of Business Administration (MBA), Accounting
University of Houston 2004 — 2009
Bachelor of Arts (B.A.), Accounting
PricewaterhouseCoopers November 2014 - Present
UHY Advisors December 2013 - October 2014
UHY Advisors January 2013 - December 2013
Central Market December 2007 - 2012
Merrill Lynch September 2010 - December 2010
Skills
Accounting, Financial Reporting
Education
University of Houston 2010 — 2012
Master of Business Administration (MBA), Accounting
University of Houston 2004 — 2009
Bachelor of Arts (B.A.), Accounting
Cameron McHugh's Merrill Lynch Experience January 2012 - May 2012
Job Oil & Gas Portfolio Management Analyst at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
Family Office & Private Management February 2014 - June 2014
Société Générale September 2013 - January 2014
Societe Generale June 2012 - August 2013
CME Group March 2013 - March 2013
Merrill Lynch January 2012 - May 2012
Wells Fargo & Co. May 2011 - January 2012
U.S. House of Representatives January 2011 - April 2011
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Private Equity, Corporate Finance, Derivatives, Emerging Markets, Bloomberg, Microsoft Excel, Due Diligence, Equity Research, Analysis, Trading, Credit, Finance, Capital Markets, Mergers, Project Finance, Structured Finance, Commodity Markets, Credit Analysis, Energy, Mergers & Acquisitions
Education
University of Houston, C.T. Bauer College of Business 2009 — 2012
BBA Finance, BBA Accounting, Global Energy Management Program
CFA Institute
Passed Level 1 Exam
Rice University
Arabic
Bank of Tokyo-Mitsubishi UFJ July 2014 - Present
Family Office & Private Management February 2014 - June 2014
Société Générale September 2013 - January 2014
Societe Generale June 2012 - August 2013
CME Group March 2013 - March 2013
Merrill Lynch January 2012 - May 2012
Wells Fargo & Co. May 2011 - January 2012
U.S. House of Representatives January 2011 - April 2011
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Private Equity, Corporate Finance, Derivatives, Emerging Markets, Bloomberg, Microsoft Excel, Due Diligence, Equity Research, Analysis, Trading, Credit, Finance, Capital Markets, Mergers, Project Finance, Structured Finance, Commodity Markets, Credit Analysis, Energy, Mergers & Acquisitions
Education
University of Houston, C.T. Bauer College of Business 2009 — 2012
BBA Finance, BBA Accounting, Global Energy Management Program
CFA Institute
Passed Level 1 Exam
Rice University
Arabic
Ted Ellsworth's Merrill Lynch Experience May 2007 - Present
Job Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
U.S. Trust 1996 - 2007
First City Bank Medical Center 1987 - 1992
Skills
Investment Management, Personal Financial..., Retirement Planning, Estate Planning, Wealth Transfer..., Wealth Structuring, Concentrated Stock...
Education
University of Houston, C.T. Bauer College of Business 1971 — 1973
MBA - Finance
University of Houston 1964 — 1970
Bachelor's Degree, Electrical Engineering
Merrill Lynch May 2007 - Present
U.S. Trust 1996 - 2007
First City Bank Medical Center 1987 - 1992
Skills
Investment Management, Personal Financial..., Retirement Planning, Estate Planning, Wealth Transfer..., Wealth Structuring, Concentrated Stock...
Education
University of Houston, C.T. Bauer College of Business 1971 — 1973
MBA - Finance
University of Houston 1964 — 1970
Bachelor's Degree, Electrical Engineering
Roland Enow's Merrill Lynch Experience August 2007 - December 2007
Job Tax Analyst II Federal Tax Compliance MLP
Industry Oil & Energy
Experience
Williams August 2015 - Present
BMC Software November 2012 - August 2015
James McClain CPA August 2011 - November 2012
University of Houston-Clear Lake January 2011 - May 2012
Merrill Lynch August 2007 - December 2007
Skills
Corptax, Hyperion HFM, Oracle Applications, OneSource, Microsoft Excel, Corporate Tax, International Tax, Tax Provision, Partnership Taxation, Auditing, IT Audit, Tax Law, State Tax, Research, RIA, CCH Research, Financial Analysis, Finance, Internal Controls, Sarbanes-Oxley Act
Education
University of Houston-Clear Lake 2010 — 2012
MSc. Accounting
University of Houston-Clear Lake 2006 — 2008
MSc. Finance
University of Buea
BSc. Mathematics
Williams August 2015 - Present
BMC Software November 2012 - August 2015
James McClain CPA August 2011 - November 2012
University of Houston-Clear Lake January 2011 - May 2012
Merrill Lynch August 2007 - December 2007
Skills
Corptax, Hyperion HFM, Oracle Applications, OneSource, Microsoft Excel, Corporate Tax, International Tax, Tax Provision, Partnership Taxation, Auditing, IT Audit, Tax Law, State Tax, Research, RIA, CCH Research, Financial Analysis, Finance, Internal Controls, Sarbanes-Oxley Act
Education
University of Houston-Clear Lake 2010 — 2012
MSc. Accounting
University of Houston-Clear Lake 2006 — 2008
MSc. Finance
University of Buea
BSc. Mathematics
Calvin Ellison's Merrill Lynch Experience July 1979 - July 1989
Job Nursefinders of Charleston, inc.
Industry Staffing and Recruiting
Experience
NNNURSEFINDERS July 1989 - June 2003
Merrill Lynch July 1979 - July 1989
Skills
Management, Customer Service, Microsoft Excel, Strategic Planning
Education
College of Charleston 1996 — 1997
CFP, Financial Planning
University of Illinois at Chicago 1965 — 1968
B.A. History/Economics
NNNURSEFINDERS July 1989 - June 2003
Merrill Lynch July 1979 - July 1989
Skills
Management, Customer Service, Microsoft Excel, Strategic Planning
Education
College of Charleston 1996 — 1997
CFP, Financial Planning
University of Illinois at Chicago 1965 — 1968
B.A. History/Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank