Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Alex Duke Alex Duke's Merrill Lynch Experience May 2010 - August 2010
Job Senior Analyst
Industry Hospital & Health Care
Experience
National Surgical Hospitals April 2014 - Present
Allstate June 2011 - April 2014
Merrill Lynch May 2010 - August 2010
Skills
Variance Analysis, Buy-side M&A, Valuation, Financial Modeling, Finance, VBA, SAP, Business Objects, Financial Reporting, Forecasting, Data Analysis, Budgets, Financial Forecasting, Strategic Financial..., Due Diligence
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor of the Arts, Consumer Economics & Finance
University of Wisconsin-Madison 2007 — 2008
Economics
National Surgical Hospitals April 2014 - Present
Allstate June 2011 - April 2014
Merrill Lynch May 2010 - August 2010
Skills
Variance Analysis, Buy-side M&A, Valuation, Financial Modeling, Finance, VBA, SAP, Business Objects, Financial Reporting, Forecasting, Data Analysis, Budgets, Financial Forecasting, Strategic Financial..., Due Diligence
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Bachelor of the Arts, Consumer Economics & Finance
University of Wisconsin-Madison 2007 — 2008
Economics
Mark Bulleri's Merrill Lynch Experience May 2000 - July 2002
Job Vice President, Operations Financial Planning & Analysis at Rubicon Project
Industry Internet
Experience
Rubicon Project April 2015 - Present
Yahoo! October 2010 - March 2015
Yahoo! October 2007 - October 2010
Yahoo! November 2005 - September 2007
Yahoo! October 2004 - October 2005
Overture Services September 2002 - September 2004
Merrill Lynch May 2000 - July 2002
Skills
P&L Management, Pricing, Strategic Planning, Team Building, Forecasting, Operations, Sales Operations, Competitive Analysis, Compensation, Executive Compensation, Advertising Sales, Sales Compensation, Sales Management, Direct Sales, Inside Sales, Analysis, Business Analysis, Business Strategy, Team Leadership, Excel, Budgeting, Coaching, Data Analysis, Financial Planning, Financial Analysis, Internet, Hiring, Mentoring, Online Marketing, Online Advertising, Online Sales, Start-ups, Web Analytics, Sales, Product Management, Analytics, Microsoft Excel, Strategic Partnerships, Monetization
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
Rubicon Project April 2015 - Present
Yahoo! October 2010 - March 2015
Yahoo! October 2007 - October 2010
Yahoo! November 2005 - September 2007
Yahoo! October 2004 - October 2005
Overture Services September 2002 - September 2004
Merrill Lynch May 2000 - July 2002
Skills
P&L Management, Pricing, Strategic Planning, Team Building, Forecasting, Operations, Sales Operations, Competitive Analysis, Compensation, Executive Compensation, Advertising Sales, Sales Compensation, Sales Management, Direct Sales, Inside Sales, Analysis, Business Analysis, Business Strategy, Team Leadership, Excel, Budgeting, Coaching, Data Analysis, Financial Planning, Financial Analysis, Internet, Hiring, Mentoring, Online Marketing, Online Advertising, Online Sales, Start-ups, Web Analytics, Sales, Product Management, Analytics, Microsoft Excel, Strategic Partnerships, Monetization
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
Nicole Jao's Merrill Lynch Experience June 2012 - August 2012
Job Student at University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
Initiatives of Change June 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Chi Mei Corporation June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Team Building, Team Leadership, Critical Thinking, Creative Problem Solving, Economics, Financial Modeling, Management, Financial Analysis, Valuation
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), Economics
Initiatives of Change June 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Chi Mei Corporation June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Team Building, Team Leadership, Critical Thinking, Creative Problem Solving, Economics, Financial Modeling, Management, Financial Analysis, Valuation
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), Economics
Ben Gault's Merrill Lynch Experience January 2011 - August 2011
Job Director of Mortgage Lending University of Illinois Employees Credit Union
Industry Financial Services
Experience
New Horizons Financial Group August 2012 - April 2014
SJ Broadcasting November 2011 - October 2012
Merrill Lynch January 2011 - August 2011
Perl Mortgage March 2006 - December 2010
Skills
Mortgage Lending, Loans, Financial Analysis, Investments, Real Estate, Credit Analysis, Credit, Account Management, Strategic Financial..., Social Media, Series 7, Marketing, Sales, Social Media Marketing, Pricing
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Liberal Arts and Sciences, History
Centennial High School 1994 — 1997
New Horizons Financial Group August 2012 - April 2014
SJ Broadcasting November 2011 - October 2012
Merrill Lynch January 2011 - August 2011
Perl Mortgage March 2006 - December 2010
Skills
Mortgage Lending, Loans, Financial Analysis, Investments, Real Estate, Credit Analysis, Credit, Account Management, Strategic Financial..., Social Media, Series 7, Marketing, Sales, Social Media Marketing, Pricing
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Liberal Arts and Sciences, History
Centennial High School 1994 — 1997
Stuart Voit's Merrill Lynch Experience December 2012 - August 2013
Job Leadership & Technical Development Program at Caterpillar Inc.
Industry
Experience
Caterpillar Inc. June 2014 - Present
Merrill Lynch December 2012 - August 2013
Technori May 2012 - August 2012
Skills
Emerging Markets, Private Equity, Venture Capital, Hedge Funds, Series 7, Corporate Development, Alternative Investments, Asset Allocation, Due Diligence, Wealth Management, Competitive Analysis, Strategy, Asset Management, Investment Strategies, Trading, Mutual Funds, Mergers & Acquisitions, Analytics, Market Research, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Economics
New Trier Township High School 2006 — 2010
Caterpillar Inc. June 2014 - Present
Merrill Lynch December 2012 - August 2013
Technori May 2012 - August 2012
Skills
Emerging Markets, Private Equity, Venture Capital, Hedge Funds, Series 7, Corporate Development, Alternative Investments, Asset Allocation, Due Diligence, Wealth Management, Competitive Analysis, Strategy, Asset Management, Investment Strategies, Trading, Mutual Funds, Mergers & Acquisitions, Analytics, Market Research, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Economics
New Trier Township High School 2006 — 2010
David Mulhausen's Merrill Lynch Experience May 2011 - August 2011
Job Commercial Loan Officer at Standard Bank & Trust Co.
Industry Financial Services
Experience
Standard Bank and Trust Co. June 2015 - Present
Standard Bank & Trust Co. June 2013 - May 2015
Standard Bank & Trust Co. May 2012 - May 2013
Merrill Lynch May 2011 - August 2011
Midlothian Country Club 2009 - 2011
Skills
Leadership, Data Analysis, Microsoft Excel, Management, Financial Analysis, Financial Modeling, Customer Service, Risk Management, Finance, Banking, Credit Analysis, Lines Of Credit, Loans, Credit, Teamwork, Commercial Banking, Accounting
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Finance, Honors
Marist High School 2005 — 2009
Standard Bank and Trust Co. June 2015 - Present
Standard Bank & Trust Co. June 2013 - May 2015
Standard Bank & Trust Co. May 2012 - May 2013
Merrill Lynch May 2011 - August 2011
Midlothian Country Club 2009 - 2011
Skills
Leadership, Data Analysis, Microsoft Excel, Management, Financial Analysis, Financial Modeling, Customer Service, Risk Management, Finance, Banking, Credit Analysis, Lines Of Credit, Loans, Credit, Teamwork, Commercial Banking, Accounting
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Finance, Honors
Marist High School 2005 — 2009
Marta Cappa Marta Cappa's Merrill Lynch Experience November 1993 - December 2013
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2013 - Present
Merrill Lynch November 1993 - December 2013
Education
University of Illinois Springfield 1988 — 1991
Bachelor of Science (B.S.), Business Management
Wells Fargo Advisors, LLC December 2013 - Present
Merrill Lynch November 1993 - December 2013
Education
University of Illinois Springfield 1988 — 1991
Bachelor of Science (B.S.), Business Management
Anthony Basilios's Merrill Lynch Experience June 2003 - August 2003
Job Vice President at First Midwest Bank
Industry Commercial Real Estate
Experience
First Midwest Bank July 2014 - Present
First Midwest Bank January 2012 - June 2014
First Midwest Bank June 2010 - January 2012
First Midwest Bank January 2007 - June 2010
JPMorgan Chase July 2005 - December 2006
Merrill Lynch June 2003 - August 2003
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors of Science, Finance
First Midwest Bank July 2014 - Present
First Midwest Bank January 2012 - June 2014
First Midwest Bank June 2010 - January 2012
First Midwest Bank January 2007 - June 2010
JPMorgan Chase July 2005 - December 2006
Merrill Lynch June 2003 - August 2003
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors of Science, Finance
Evelyn Taylor Evelyn Taylor's Merrill Lynch Experience 2010 - 2013
Job Looking for entrepreneurs working on crazy ideas
Industry Venture Capital & Private Equity
Experience
7 Cups of Tea September 2013 - Present
Foundups® Open Incubator™ 2013 - Present
Rainforest Capital LLP 2012 - Present
Innovate Limited HK 2011 - Present
Merrill Lynch 2010 - 2013
Merrill Lynch 2005 - 2010
Deutsche Bank 2002 - 2005
Verizon 1998 - 2002
IBM June 1993 - December 1998
Skills
Product Management, Financial Modeling, Private Equity, Hedge Funds, Investment Banking
Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Artificial Intelligence
University of Southern California
Bachelor of Science (BS), Computer Science
7 Cups of Tea September 2013 - Present
Foundups® Open Incubator™ 2013 - Present
Rainforest Capital LLP 2012 - Present
Innovate Limited HK 2011 - Present
Merrill Lynch 2010 - 2013
Merrill Lynch 2005 - 2010
Deutsche Bank 2002 - 2005
Verizon 1998 - 2002
IBM June 1993 - December 1998
Skills
Product Management, Financial Modeling, Private Equity, Hedge Funds, Investment Banking
Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Artificial Intelligence
University of Southern California
Bachelor of Science (BS), Computer Science
Atul (Kam) Gupta's Merrill Lynch Experience May 2008 - August 2008
Job Corporate Development & Venture Investments Associate
Industry Venture Capital & Private Equity
Experience
Cisco Investments July 2013 - Present
J.P. Morgan June 2011 - June 2013
Open Prairie Ventures January 2011 - May 2011
Robert Bosch GmbH January 2011 - May 2011
J.P. Morgan June 2010 - August 2010
JPMorgan Chase June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Venture Capital, Valuation, Due Diligence, Mergers, Start-ups, Entrepreneurship, Corporate Finance, Investments, Finance, Business Strategy, Business Development, Enterprise Software, Information Technology, Cyber-security, Information Security, Network Security, Financial Analysis, Microsoft Excel, Corporate Development
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor’s Degree, Finance, High Honors
Cisco Investments July 2013 - Present
J.P. Morgan June 2011 - June 2013
Open Prairie Ventures January 2011 - May 2011
Robert Bosch GmbH January 2011 - May 2011
J.P. Morgan June 2010 - August 2010
JPMorgan Chase June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Venture Capital, Valuation, Due Diligence, Mergers, Start-ups, Entrepreneurship, Corporate Finance, Investments, Finance, Business Strategy, Business Development, Enterprise Software, Information Technology, Cyber-security, Information Security, Network Security, Financial Analysis, Microsoft Excel, Corporate Development
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor’s Degree, Finance, High Honors
Dan Derrig's Merrill Lynch Experience October 2012 - February 2013
Job Strategy Associate at KPMG US
Industry Management Consulting
Experience
KPMG US October 2014 - Present
KPMG US February 2014 - October 2014
KPMG Corporate Finance LLC August 2013 - February 2014
Merrill Lynch October 2012 - February 2013
Northern Trust June 2012 - August 2012
Zurich North America May 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Bloomberg, Microsoft Excel, Economics, Accounting, Valuation, PowerPoint, Private Equity, Corporate Finance, Capital IQ, Finance, Financial Statement..., Data Analysis, Investments, Financial Reporting, Financial Accounting, Wealth Management, Access, Strategic Financial..., Equity Research, Bloomberg Terminal
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.) Accountancy, Bachelor of Science (B.S.) Finance, Spanish Language Minor
John Hersey High School
KPMG US October 2014 - Present
KPMG US February 2014 - October 2014
KPMG Corporate Finance LLC August 2013 - February 2014
Merrill Lynch October 2012 - February 2013
Northern Trust June 2012 - August 2012
Zurich North America May 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Bloomberg, Microsoft Excel, Economics, Accounting, Valuation, PowerPoint, Private Equity, Corporate Finance, Capital IQ, Finance, Financial Statement..., Data Analysis, Investments, Financial Reporting, Financial Accounting, Wealth Management, Access, Strategic Financial..., Equity Research, Bloomberg Terminal
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.) Accountancy, Bachelor of Science (B.S.) Finance, Spanish Language Minor
John Hersey High School
Kyle Jago's Merrill Lynch Experience May 2011 - August 2011
Job Business Delivery Specialist at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt July 2013 - Present
Merrill Lynch May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign 2009 — 2013
BS, Economics
Aon Hewitt July 2013 - Present
Merrill Lynch May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign 2009 — 2013
BS, Economics
Hannah Ash's Merrill Lynch Experience July 2014 - January 2015
Job Wealth Management Assistant at Heartland Bank and Trust Company
Industry Financial Services
Experience
Heartland Bank and Trust Company March 2015 - Present
Merrill Lynch July 2014 - January 2015
Busey May 2012 - April 2013
Merrill Lynch May 2011 - August 2011
Skills
Salesforce.com, Money Guide Pro, Portfolio Center, Morningstar Office, Investments, Customer Service, Public Speaking
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Agriculture and Consumer Economics, Concentration in Financial Planning
Heartland Bank and Trust Company March 2015 - Present
Merrill Lynch July 2014 - January 2015
Busey May 2012 - April 2013
Merrill Lynch May 2011 - August 2011
Skills
Salesforce.com, Money Guide Pro, Portfolio Center, Morningstar Office, Investments, Customer Service, Public Speaking
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Agriculture and Consumer Economics, Concentration in Financial Planning
Jay Mitchell's Merrill Lynch Experience January 2002 - March 2006
Job Director Business Analysis at SunGard
Industry Information Technology and Services
Experience
SunGard March 2006 - Present
Merrill Lynch January 2002 - March 2006
Commerzbank AG January 2000 - January 2002
Skills
Business Analysis, Project Management, SDLC, Program Management, Visio, Vendor Management, Requirements Gathering, Risk Management, Requirements Analysis, Process Improvement, Trading Systems, Management, GMI, Sungard GMI, CMMI, Six Sigma, Microsoft Excel, Access, Web Content, Baseball, Coaching, Basketball Coaching, Coaching Baseball, Statistics, Functional..., Software Documentation, Fixed Income, Equities, Financial Services, Derivatives
Education
University of Illinois at Urbana-Champaign 1981 — 1986
Bachelor of Fine Arts (BFA), Painting
Lane Tech High School
SunGard March 2006 - Present
Merrill Lynch January 2002 - March 2006
Commerzbank AG January 2000 - January 2002
Skills
Business Analysis, Project Management, SDLC, Program Management, Visio, Vendor Management, Requirements Gathering, Risk Management, Requirements Analysis, Process Improvement, Trading Systems, Management, GMI, Sungard GMI, CMMI, Six Sigma, Microsoft Excel, Access, Web Content, Baseball, Coaching, Basketball Coaching, Coaching Baseball, Statistics, Functional..., Software Documentation, Fixed Income, Equities, Financial Services, Derivatives
Education
University of Illinois at Urbana-Champaign 1981 — 1986
Bachelor of Fine Arts (BFA), Painting
Lane Tech High School
Michael Bernberg, CRPC®, MBA's Merrill Lynch Experience November 2004 - June 2012
Job Financial Advisor, Associate VicePresident Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
University of Phoenix September 2002 - April 2013
Merrill Lynch November 2004 - June 2012
A. Marks & Associates 1991 - 2004
Skills
Investments, Retirement Planning, Financial Advisory, Small Business, Retirement, Finance, Financial Planning, Strategic Planning, Marketing, Financial Analysis, Wealth Management, Options
Education
University of Illinois 1978 — 1982
M.B.A., Finance & Marketing
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor of Arts (B.A.), History
Ameriprise Financial Services, Inc. June 2012 - Present
University of Phoenix September 2002 - April 2013
Merrill Lynch November 2004 - June 2012
A. Marks & Associates 1991 - 2004
Skills
Investments, Retirement Planning, Financial Advisory, Small Business, Retirement, Finance, Financial Planning, Strategic Planning, Marketing, Financial Analysis, Wealth Management, Options
Education
University of Illinois 1978 — 1982
M.B.A., Finance & Marketing
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor of Arts (B.A.), History
Jerrold Clarke's Merrill Lynch Experience October 2007 - Present
Job Financial advisor serving families and business owners ★Investment Management ★Financial Planning
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
*UBS Financial Services January 1998 - September 2007
Skills
Financial Planners, Plannning, Cash Flow, Strategic Financial..., Retirement Planning, Financial Advisory, Investment Management, Financial Services, Portfolio Management, Budgets, Insurance Planning, Personal Banking, Commercial Banking, Cash Flow Management, Budgeting, Estate Planning Issues
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelors, Economics
Merrill Lynch October 2007 - Present
*UBS Financial Services January 1998 - September 2007
Skills
Financial Planners, Plannning, Cash Flow, Strategic Financial..., Retirement Planning, Financial Advisory, Investment Management, Financial Services, Portfolio Management, Budgets, Insurance Planning, Personal Banking, Commercial Banking, Cash Flow Management, Budgeting, Estate Planning Issues
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelors, Economics
Brandon Honey's Merrill Lynch Experience June 2008 - August 2008
Job Assistant Vice President, Wells Fargo Commercial Real Estate, Chicago
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo January 2012 - May 2014
Wells Fargo July 2011 - December 2011
Wells Fargo June 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Skills
Commercial Real Estate..., Commercial Real Estate, Microsoft Excel, Argus Modeling, Financial Analysis, Financial Modeling, PowerPoint, Banking, Credit, Loans, Credit Analysis, Investments, Commercial Banking, Underwriting, Finance, Management, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science, Finance
Bradley Bourbonnais Community HS
Wells Fargo May 2014 - Present
Wells Fargo January 2012 - May 2014
Wells Fargo July 2011 - December 2011
Wells Fargo June 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Skills
Commercial Real Estate..., Commercial Real Estate, Microsoft Excel, Argus Modeling, Financial Analysis, Financial Modeling, PowerPoint, Banking, Credit, Loans, Credit Analysis, Investments, Commercial Banking, Underwriting, Finance, Management, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science, Finance
Bradley Bourbonnais Community HS
Colleen Dumke's Merrill Lynch Experience June 2012 - August 2012
Job Analyst at Capstone Financial Advisors
Industry Financial Services
Experience
Private Wealth Management Company July 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), ACE: Financial Planning, Senior
Private Wealth Management Company July 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), ACE: Financial Planning, Senior
Mike Barad Mike Barad's Merrill Lynch Experience 1998 - 1998
Job Head of Product Components & Services at Morningstar
Industry Financial Services
Experience
Morningstar October 2014 - Present
Morningstar June 2013 - October 2014
Morningstar June 2012 - October 2014
Morningstar March 2006 - June 2012
Andex Associates May 2009 - December 2009
Ibbotson Associates October 1998 - March 2006
Merrill Lynch 1998 - 1998
Skills
Investments, Mobile Applications, Valuation, Asset Allocation, Strategy, Executive Management, Finance, Financial Services, Product Management, Software Development, Mergers & Acquisitions, Portfolio Management, Publishing, Financial Modeling, Retirement Planning, Financial Markets, Software Project...
Education
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Finance
Morningstar October 2014 - Present
Morningstar June 2013 - October 2014
Morningstar June 2012 - October 2014
Morningstar March 2006 - June 2012
Andex Associates May 2009 - December 2009
Ibbotson Associates October 1998 - March 2006
Merrill Lynch 1998 - 1998
Skills
Investments, Mobile Applications, Valuation, Asset Allocation, Strategy, Executive Management, Finance, Financial Services, Product Management, Software Development, Mergers & Acquisitions, Portfolio Management, Publishing, Financial Modeling, Retirement Planning, Financial Markets, Software Project...
Education
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Finance
Eric Malloy's Merrill Lynch Experience June 2012 - Present
Job
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Brookstone Financial December 2009 - June 2012
ASTAR Air Cargo July 1999 - February 2010
Access Air February 1998 - July 1999
Wesrern Pacific Airlines January 1995 - February 1998
Comair Airlines May 1988 - December 1994
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Editing, Team Building, Accounting, Financial Analysis, Risk Management, Access
Education
College of Financial Planning
CRCP, Retirement Planning
Hawthorne University
Bachelor of Applied Science (B.A.Sc.), Aviation
University of Illinois at Urbana-Champaign
Business/Finance
Merrill Lynch June 2012 - Present
Brookstone Financial December 2009 - June 2012
ASTAR Air Cargo July 1999 - February 2010
Access Air February 1998 - July 1999
Wesrern Pacific Airlines January 1995 - February 1998
Comair Airlines May 1988 - December 1994
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Editing, Team Building, Accounting, Financial Analysis, Risk Management, Access
Education
College of Financial Planning
CRCP, Retirement Planning
Hawthorne University
Bachelor of Applied Science (B.A.Sc.), Aviation
University of Illinois at Urbana-Champaign
Business/Finance
Eric Graue's Merrill Lynch Experience 2005 - Present
Job Investment Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Abraham Lincoln Healthcare Foundation 2008 - Present
Lincoln Logan County Chamber of Commerce 2007 - Present
Lincoln/Logan County Chamber of Commerce January 2012 - January 2013
IBM Global Business Services July 2000 - August 2005
Andersen Consulting June 1997 - June 2000
Education
University of Illinois at Urbana-Champaign 1992 — 1997
BS, General Engineering
Lincoln Community High School
Merrill Lynch 2005 - Present
Abraham Lincoln Healthcare Foundation 2008 - Present
Lincoln Logan County Chamber of Commerce 2007 - Present
Lincoln/Logan County Chamber of Commerce January 2012 - January 2013
IBM Global Business Services July 2000 - August 2005
Andersen Consulting June 1997 - June 2000
Education
University of Illinois at Urbana-Champaign 1992 — 1997
BS, General Engineering
Lincoln Community High School
David Lewicki's Merrill Lynch Experience July 2005 - July 2008
Job Founder and Lead Trainer
Industry Financial Services
Experience
Adventis CG August 2008 - Present
Merrill Lynch July 2005 - July 2008
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Entrepreneurship
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Finance
Adventis CG August 2008 - Present
Merrill Lynch July 2005 - July 2008
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Entrepreneurship
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Finance
Sean Harrington's Merrill Lynch Experience 2006 - 2008
Job Residential Lender at First Midwest Bank
Industry Financial Services
Experience
First Midwest Bank April 2014 - Present
Mortgage Master, Inc. August 2013 - April 2014
Home State Bank, N.A. December 2009 - August 2013
Lincoln Park Savings Bank March 2009 - November 2009
Merrill Lynch 2006 - 2008
Silver Mortgage Bancorp, Inc. February 2003 - April 2006
New Centurty Mortage Corp. 1997 - 2001
Sears Holdings Corporation 1988 - 1990
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Investments, Loan Origination, Real Estate, Banking, Investment Properties, Finance, FHA, Sales, FHA financing, Credit, Residential Mortgages, VA loans, Commercial Mortgages, Construction Loans, Referrals, USDA, Rates, Government Loans, Real Estate Financing, Non-Conforming, Commercial Lending, Certified Mortgage..., Credit Analysis, Real Estate Economics, VA Loans, FHA Financing, Interest Rates
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, Speech Communications, Economics
Barrington High School 1980 — 1984
High School Diploma, College Preparatory
First Midwest Bank April 2014 - Present
Mortgage Master, Inc. August 2013 - April 2014
Home State Bank, N.A. December 2009 - August 2013
Lincoln Park Savings Bank March 2009 - November 2009
Merrill Lynch 2006 - 2008
Silver Mortgage Bancorp, Inc. February 2003 - April 2006
New Centurty Mortage Corp. 1997 - 2001
Sears Holdings Corporation 1988 - 1990
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Investments, Loan Origination, Real Estate, Banking, Investment Properties, Finance, FHA, Sales, FHA financing, Credit, Residential Mortgages, VA loans, Commercial Mortgages, Construction Loans, Referrals, USDA, Rates, Government Loans, Real Estate Financing, Non-Conforming, Commercial Lending, Certified Mortgage..., Credit Analysis, Real Estate Economics, VA Loans, FHA Financing, Interest Rates
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, Speech Communications, Economics
Barrington High School 1980 — 1984
High School Diploma, College Preparatory
Thomas E. Phelan's Merrill Lynch Experience 1997 - 2001
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2001 - Present
Village of Oak Lawn 2005 - 2013
Merrill Lynch 1997 - 2001
Central Drum Company 1995 - 1997
Castle Painters, Inc 1992 - 1995
University of Illinois at Urbana-Champaign 1991 - 1992
American National Bank & Trust 1988 - 1990
Skills
Investments, Retirement Planning, Financial Advisory, Financial Services, Mergers & Acquisitions, Risk Management, Valuation, Trading, Hedging, Equities, Fixed Income, Options, Hedge Funds, Derivatives
Education
Univ of IL MBA 1990 — 1992
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
Brother Rice HS
Wells Fargo Advisors, LLC 2001 - Present
Village of Oak Lawn 2005 - 2013
Merrill Lynch 1997 - 2001
Central Drum Company 1995 - 1997
Castle Painters, Inc 1992 - 1995
University of Illinois at Urbana-Champaign 1991 - 1992
American National Bank & Trust 1988 - 1990
Skills
Investments, Retirement Planning, Financial Advisory, Financial Services, Mergers & Acquisitions, Risk Management, Valuation, Trading, Hedging, Equities, Fixed Income, Options, Hedge Funds, Derivatives
Education
Univ of IL MBA 1990 — 1992
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
Brother Rice HS
Daniel Hodo's Merrill Lynch Experience 2008 - 2010
Job Account Executive at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge 2010 - Present
Merrill Lynch 2008 - 2010
RiskMetrics Group (CFRA) 2006 - 2008
GlaxoSmithKline 2005 - 2006
TD Securities 2004 - 2004
M&I Bank 2003 - 2003
Skills
Investments, Portfolio Management, Financial Services, Financial Analysis, Sales, Wealth Management, Equity Research
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2005
Bachelors of Science, Finance with Honors
Libertyville High School 1998 — 2002
Broadridge 2010 - Present
Merrill Lynch 2008 - 2010
RiskMetrics Group (CFRA) 2006 - 2008
GlaxoSmithKline 2005 - 2006
TD Securities 2004 - 2004
M&I Bank 2003 - 2003
Skills
Investments, Portfolio Management, Financial Services, Financial Analysis, Sales, Wealth Management, Equity Research
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2005
Bachelors of Science, Finance with Honors
Libertyville High School 1998 — 2002
Matt Garrity Matt Garrity's Merrill Lynch Experience May 2013 - August 2013
Job Nitrogen Analyst Intern at PotashCorp
Industry Mining & Metals
Experience
PotashCorp May 2015 - Present
Discover Financial Services June 2014 - August 2014
Energy Biosciences Institute November 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
Investments, Due Diligence, Finance, Mutual Funds, Data Analysis, Research, Statistics, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Technical Systems Management
Lake Forest High School 2008 — 2012
PotashCorp May 2015 - Present
Discover Financial Services June 2014 - August 2014
Energy Biosciences Institute November 2013 - May 2014
Merrill Lynch May 2013 - August 2013
Skills
Investments, Due Diligence, Finance, Mutual Funds, Data Analysis, Research, Statistics, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Technical Systems Management
Lake Forest High School 2008 — 2012
Joe Vaccaro Joe Vaccaro's Merrill Lynch Experience May 2007 - August 2007
Job Real Estate Agent with Howard Hanna
Industry Real Estate
Experience
Howard Hanna 2006 - Present
Real Client Managed Portfolio-UIUC August 2008 - May 2009
Merrill Lynch May 2007 - August 2007
Skills
Negotiation, Marketing Strategy, Social Media, Luxury, Listings, First Time Home Buyers, Condos, Townhomes, Foreclosures, Short Sales, HUD, Investors, Investment Properties, Relocation, Residential Homes, Real Estate, Buyer Representation, New Home Sales, Single Family Homes, Buyers, Selling, Property, Investments, Sales
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Master of Science (M.S.), Finance-Asset Management
Walsh University 2005 — 2008
Bachelor of Arts (B.A.), Finance
Villa Angela Saint Joseph High School 2001 — 2005
Howard Hanna 2006 - Present
Real Client Managed Portfolio-UIUC August 2008 - May 2009
Merrill Lynch May 2007 - August 2007
Skills
Negotiation, Marketing Strategy, Social Media, Luxury, Listings, First Time Home Buyers, Condos, Townhomes, Foreclosures, Short Sales, HUD, Investors, Investment Properties, Relocation, Residential Homes, Real Estate, Buyer Representation, New Home Sales, Single Family Homes, Buyers, Selling, Property, Investments, Sales
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Master of Science (M.S.), Finance-Asset Management
Walsh University 2005 — 2008
Bachelor of Arts (B.A.), Finance
Villa Angela Saint Joseph High School 2001 — 2005
Emil Mokhtarian Emil Mokhtarian's Merrill Lynch Experience January 2009 - March 2013
Job Financial Advisor, Vice President Investments, at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC March 2013 - Present
Merrill Lynch January 2009 - March 2013
LaSalle Bank August 2001 - January 2009
Edward Jones July 1998 - August 2001
Skills
Financial Advisory, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Finance, Retirement, Equities, Fixed Income, 401(k) Rollovers, Wealth Strategies, Strategic Planning, Portfolio Analysis, Portfolio Management, Insurance
Education
University of Illinois at Urbana-Champaign 1993 — 1998
Wells Fargo Advisors LLC March 2013 - Present
Merrill Lynch January 2009 - March 2013
LaSalle Bank August 2001 - January 2009
Edward Jones July 1998 - August 2001
Skills
Financial Advisory, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Finance, Retirement, Equities, Fixed Income, 401(k) Rollovers, Wealth Strategies, Strategic Planning, Portfolio Analysis, Portfolio Management, Insurance
Education
University of Illinois at Urbana-Champaign 1993 — 1998
Matthew Rudny's Merrill Lynch Experience June 2000 - October 2003
Job Credit Analyst Manager at First Midwest Bank
Industry Financial Services
Experience
First Midwest Bank August 2013 - Present
TCF Bank March 2013 - August 2013
Suburban Bank & Trust December 2008 - May 2012
Popular Community Bank November 2003 - November 2008
Merrill Lynch June 2000 - October 2003
Skills
Commercial Lending, Credit, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis, Risk Management, Credit Risk, Finance, Underwriting, Valuation, Portfolio Management, Commercial Real Estate, Cash Flow, Financial Risk, Lines Of Credit, Cash Management, Commercial Mortgages, Loans, Banking, Insurance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS), Finance, General
Buffalo Grove High School
First Midwest Bank August 2013 - Present
TCF Bank March 2013 - August 2013
Suburban Bank & Trust December 2008 - May 2012
Popular Community Bank November 2003 - November 2008
Merrill Lynch June 2000 - October 2003
Skills
Commercial Lending, Credit, Financial Analysis, Small Business Lending, Commercial Banking, Credit Analysis, Risk Management, Credit Risk, Finance, Underwriting, Valuation, Portfolio Management, Commercial Real Estate, Cash Flow, Financial Risk, Lines Of Credit, Cash Management, Commercial Mortgages, Loans, Banking, Insurance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (BS), Finance, General
Buffalo Grove High School
Sara Mellen Sara Mellen's Merrill Lynch Experience 1995 - 1997
Job Owner, Community Auction Services LLC
Industry Computer Software
Experience
Community Auction Services January 2010 - Present
Mellen Computer Services LLC 1998 - Present
Morales Campaign for UUA President 2008 - 2009
Merrill Lynch 1995 - 1997
Norwest Bank 1993 - 1995
Merrill Lynch 1986 - 1992
Merrill Lynch Regional Service Center 1982 - 1986
Merrill Lynch Regional Service Center 1982 - 1986
Skills
Non-profits, PowerPoint, Leadership Development, Small Business, Fundraising, Social Media, Nonprofits, Marketing, Microsoft Excel, Public Speaking, Customer Service, Program Management, Coaching
Education
University of Illinois at Urbana-Champaign 1973 — 1975
MA, Physical Geography
University of Illinois at Urbana-Champaign 1966 — 1973
BA, History, Literature
Community Auction Services January 2010 - Present
Mellen Computer Services LLC 1998 - Present
Morales Campaign for UUA President 2008 - 2009
Merrill Lynch 1995 - 1997
Norwest Bank 1993 - 1995
Merrill Lynch 1986 - 1992
Merrill Lynch Regional Service Center 1982 - 1986
Merrill Lynch Regional Service Center 1982 - 1986
Skills
Non-profits, PowerPoint, Leadership Development, Small Business, Fundraising, Social Media, Nonprofits, Marketing, Microsoft Excel, Public Speaking, Customer Service, Program Management, Coaching
Education
University of Illinois at Urbana-Champaign 1973 — 1975
MA, Physical Geography
University of Illinois at Urbana-Champaign 1966 — 1973
BA, History, Literature
Peter Chase's Merrill Lynch Experience 1983 - Present
Job Senior Vice PresidentWealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1983 - Present
Skills
Investments, Asset Allocation, Alternative Investments, Series 7, Asset Managment, Hedge Funds, Series 63, Fixed Income, Mutual Funds, Cash Management, Insurance, Loans, Capital Markets, Separately Managed..., Bonds, Private Equity, Wealth Management, Fund Of Funds, Credit, ETFs, Managed Futures, Equities, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 1972 — 1976
BS, Business Administration-Marketing
Merrill Lynch 1983 - Present
Skills
Investments, Asset Allocation, Alternative Investments, Series 7, Asset Managment, Hedge Funds, Series 63, Fixed Income, Mutual Funds, Cash Management, Insurance, Loans, Capital Markets, Separately Managed..., Bonds, Private Equity, Wealth Management, Fund Of Funds, Credit, ETFs, Managed Futures, Equities, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 1972 — 1976
BS, Business Administration-Marketing
John Stanzi's Merrill Lynch Experience May 2002 - February 2006
Job President of Diagnostics at One Call Care Management
Industry Insurance
Experience
One Call Care Management November 2012 - Present
One Call Medical April 2012 - October 2012
One Call Medical September 2011 - April 2012
York Risk Services Group March 2008 - September 2011
Merrill Lynch Capital 2006 - 2008
Merrill Lynch May 2002 - February 2006
Arthur Andersen 1994 - 2002
Skills
Mergers, Mergers & Acquisitions, Risk Management, Strategic Planning, Financial Analysis, Leadership, Strategy, Sourcing, Due Diligence, Integration, Insurance, New Business Development, Financial Modeling, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS with Honors, Accountancy
One Call Care Management November 2012 - Present
One Call Medical April 2012 - October 2012
One Call Medical September 2011 - April 2012
York Risk Services Group March 2008 - September 2011
Merrill Lynch Capital 2006 - 2008
Merrill Lynch May 2002 - February 2006
Arthur Andersen 1994 - 2002
Skills
Mergers, Mergers & Acquisitions, Risk Management, Strategic Planning, Financial Analysis, Leadership, Strategy, Sourcing, Due Diligence, Integration, Insurance, New Business Development, Financial Modeling, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS with Honors, Accountancy
Chirag Dadhaniya Chirag Dadhaniya's Merrill Lynch Experience June 2005 - August 2005
Job Strategy and Analytics Lead at Synchrony Financial
Industry Banking
Experience
Synchrony Financial July 2014 - Present
GE Capital December 2013 - Present
MetLife May 2010 - December 2013
MetLife February 2008 - May 2010
MetLife November 2006 - February 2008
Merrill Lynch June 2005 - August 2005
Merrill Lynch June 2003 - August 2003
Skills
Business Analysis, Data Analysis, Financial Modeling, Financial Analysis, Business Analytics, Management, Insurance, Analysis, Microsoft Excel, Strategic Planning, Risk Management, Access, SQL, Forecasting, SAS, MicroStrategy Reporting, Business Process..., Business Planning, Credit Cards, CSS, HTML, PowerPoint, Sales Force..., Segmentation, VBA
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BS, Finance
Synchrony Financial July 2014 - Present
GE Capital December 2013 - Present
MetLife May 2010 - December 2013
MetLife February 2008 - May 2010
MetLife November 2006 - February 2008
Merrill Lynch June 2005 - August 2005
Merrill Lynch June 2003 - August 2003
Skills
Business Analysis, Data Analysis, Financial Modeling, Financial Analysis, Business Analytics, Management, Insurance, Analysis, Microsoft Excel, Strategic Planning, Risk Management, Access, SQL, Forecasting, SAS, MicroStrategy Reporting, Business Process..., Business Planning, Credit Cards, CSS, HTML, PowerPoint, Sales Force..., Segmentation, VBA
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BS, Finance
Jason Normandin's Merrill Lynch Experience 1997 - 2001
Job Project Manager
Industry Information Technology and Services
Experience
National Association of Realtors August 2011 - Present
Real Estate Standards Organization August 2010 - August 2011
National Association of Realtors August 2010 - July 2011
National Association of Realtors July 2007 - August 2010
Member of National Association of Realtors 2005 - 2007
NiSource 2001 - 2005
Merrill Lynch 1997 - 2001
Skills
Real Estate, Vendor Management, Project Management, Program Management, Mentoring, Contract Negotiation, Charismatic Leadership, Programming, PMO, Software Development, SaaS, Information Technology, Team Leadership, SDLC, System Administration, Strategy, Management, CRM, Leadership, Strategic Planning, IT Strategy, Analysis, Consulting, Management Consulting, IT Management, Process Improvement, Business Intelligence, Cloud Computing, Enterprise Architecture, Requirements Analysis, Software Project..., SharePoint
Education
University of Illinois at Urbana-Champaign
Bachelors, Computer Science
National Association of Realtors August 2011 - Present
Real Estate Standards Organization August 2010 - August 2011
National Association of Realtors August 2010 - July 2011
National Association of Realtors July 2007 - August 2010
Member of National Association of Realtors 2005 - 2007
NiSource 2001 - 2005
Merrill Lynch 1997 - 2001
Skills
Real Estate, Vendor Management, Project Management, Program Management, Mentoring, Contract Negotiation, Charismatic Leadership, Programming, PMO, Software Development, SaaS, Information Technology, Team Leadership, SDLC, System Administration, Strategy, Management, CRM, Leadership, Strategic Planning, IT Strategy, Analysis, Consulting, Management Consulting, IT Management, Process Improvement, Business Intelligence, Cloud Computing, Enterprise Architecture, Requirements Analysis, Software Project..., SharePoint
Education
University of Illinois at Urbana-Champaign
Bachelors, Computer Science
Airies Davis, MBA Airies Davis, MBA's Merrill Lynch Experience 2006 - 2008
Job EtiKID Academy LLC
Industry Education Management
Experience
EtiKID Academy LLC 1999 - Present
Hispanic Scholarship Fund 2013 - September 2013
Monster Worldwide October 2008 - January 2013
Merrill Lynch 2006 - 2008
Careerbuilder 2006 - 2006
Hudson Highland Group 2002 - 2005
Deloitte 1999 - 2001
NAAAHR Chicago 1900 - 1900
Skills
Diversity & Inclusion, Talent Acquisition, Financial Services, Talent Management, Human Resources, College Recruiting, Employee Relations, Applicant Tracking..., Employee Engagement, Career Development, Recruiting, Career Counseling, Onboarding, Leadership, Management, Succession Planning, Training, Business Development, Contract Recruitment, Consulting, Employee Training, Resume Writing, Sourcing, HRIS, Leadership Development, Behavioral Interviewing, Organizational..., Performance Management, Conflict Resolution, Temporary Placement, HR Consulting, Technical Recruiting, Program Management, Employee Benefits, Job Fairs, Sales, Interviews, Taleo, Personnel Management, Hiring, Internet Recruiting, Organizational..., New Hire Orientations, Coaching, Workforce Planning, Benefits Negotiation, Strategy, Job Search, Entrepreneurship, Executive Coaching
Education
University of Southern California 2013 — 2016
Doctor of Education (Ed.D.), Urban Education and Leadership concentration Education Psychology
Education Pioneers Fellow
KPMG PhD Project Alumni
Northwestern University
Human Resources Development Course
University of Illinois at Urbana-Champaign
Bachelors of Arts, Speech Communications
University of Illinois at Urbana-Champaign - College of Business
Executive MBA, Business Innovation
EtiKID Academy LLC 1999 - Present
Hispanic Scholarship Fund 2013 - September 2013
Monster Worldwide October 2008 - January 2013
Merrill Lynch 2006 - 2008
Careerbuilder 2006 - 2006
Hudson Highland Group 2002 - 2005
Deloitte 1999 - 2001
NAAAHR Chicago 1900 - 1900
Skills
Diversity & Inclusion, Talent Acquisition, Financial Services, Talent Management, Human Resources, College Recruiting, Employee Relations, Applicant Tracking..., Employee Engagement, Career Development, Recruiting, Career Counseling, Onboarding, Leadership, Management, Succession Planning, Training, Business Development, Contract Recruitment, Consulting, Employee Training, Resume Writing, Sourcing, HRIS, Leadership Development, Behavioral Interviewing, Organizational..., Performance Management, Conflict Resolution, Temporary Placement, HR Consulting, Technical Recruiting, Program Management, Employee Benefits, Job Fairs, Sales, Interviews, Taleo, Personnel Management, Hiring, Internet Recruiting, Organizational..., New Hire Orientations, Coaching, Workforce Planning, Benefits Negotiation, Strategy, Job Search, Entrepreneurship, Executive Coaching
Education
University of Southern California 2013 — 2016
Doctor of Education (Ed.D.), Urban Education and Leadership concentration Education Psychology
Education Pioneers Fellow
KPMG PhD Project Alumni
Northwestern University
Human Resources Development Course
University of Illinois at Urbana-Champaign
Bachelors of Arts, Speech Communications
University of Illinois at Urbana-Champaign - College of Business
Executive MBA, Business Innovation
Sara Franko Sara Franko's Merrill Lynch Experience 2005 - 2006
Job Owner at Fit4Mom® Chicago Western Suburbs
Industry Health, Wellness and Fitness
Experience
FIT4MOM Chicago Western Suburbs August 2013 - Present
Managers Investment Group May 2011 - April 2012
Lehman Brothers April 2006 - June 2008
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Fitness Instruction, Health & Wellness, Weight Loss Coaching, Weight Management, Moms, Marketing, Social Media Marketing, Toning, Cardiovascular Fitness, Weight Training, Running, Kidspiration, Social Networking, Fitness Industry, Fitness Training, Team Management, Time Management, Managing Associates, Media Relations, Local Marketing, Healthy Lifestyle, Healthy Eating, Women's Health, Workout, Group Exercise..., Group Exercise, Strength Training, Strength & Conditioning, Core Strength, Pregnancy, Women Owned Business
Education
University of Illinois at Urbana-Champaign 1994 — 1999
BS, Advertising
FIT4MOM Chicago Western Suburbs August 2013 - Present
Managers Investment Group May 2011 - April 2012
Lehman Brothers April 2006 - June 2008
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Fitness Instruction, Health & Wellness, Weight Loss Coaching, Weight Management, Moms, Marketing, Social Media Marketing, Toning, Cardiovascular Fitness, Weight Training, Running, Kidspiration, Social Networking, Fitness Industry, Fitness Training, Team Management, Time Management, Managing Associates, Media Relations, Local Marketing, Healthy Lifestyle, Healthy Eating, Women's Health, Workout, Group Exercise..., Group Exercise, Strength Training, Strength & Conditioning, Core Strength, Pregnancy, Women Owned Business
Education
University of Illinois at Urbana-Champaign 1994 — 1999
BS, Advertising
Robert Venable Robert Venable's Merrill Lynch Experience November 2010 - August 2011
Job Senior Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab September 2013 - August 2015
Busey September 2011 - September 2013
Merrill Lynch November 2010 - August 2011
Merrill Lynch May 2008 - November 2010
Merrill Lynch November 2006 - May 2008
Merrill Lynch November 2005 - November 2006
Skills
Investments, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., MBA, Certified Financial..., CWS, CRPC, Comprehensive Planning
Education
University of Illinois Springfield
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance and Financial Management Services
Charles Schwab August 2015 - Present
Charles Schwab September 2013 - August 2015
Busey September 2011 - September 2013
Merrill Lynch November 2010 - August 2011
Merrill Lynch May 2008 - November 2010
Merrill Lynch November 2006 - May 2008
Merrill Lynch November 2005 - November 2006
Skills
Investments, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., MBA, Certified Financial..., CWS, CRPC, Comprehensive Planning
Education
University of Illinois Springfield
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance and Financial Management Services
Leigh Ann Gruenewald's Merrill Lynch Experience May 2006 - June 2008
Job Corporate Communications Coordinator at Parkside Financial Bank & Trust
Industry Marketing and Advertising
Experience
Parkside Financial Bank & Trust February 2015 - Present
Custom Portfolio Group LLC March 2011 - February 2015
Colorado Capital Bank July 2008 - March 2011
Merrill Lynch May 2006 - June 2008
Skills
Marketing, Business Development, Customer Service, Event Planning, Team Leadership, Project Management, Proposal Writing, Customer Retention, Microsoft Excel, Corporate Communications, Public Relations, Brand Management, Relationship Management, Client Retention, Strengthening Client..., Junxure, Portfolio Center, Prezi, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Advertising
Parkside Financial Bank & Trust February 2015 - Present
Custom Portfolio Group LLC March 2011 - February 2015
Colorado Capital Bank July 2008 - March 2011
Merrill Lynch May 2006 - June 2008
Skills
Marketing, Business Development, Customer Service, Event Planning, Team Leadership, Project Management, Proposal Writing, Customer Retention, Microsoft Excel, Corporate Communications, Public Relations, Brand Management, Relationship Management, Client Retention, Strengthening Client..., Junxure, Portfolio Center, Prezi, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Advertising
Alissa Merar's Merrill Lynch Experience May 2008 - August 2008
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2012 - July 2013
Bank of America Merrill Lynch July 2009 - July 2012
Merrill Lynch May 2008 - August 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Finance
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch July 2012 - July 2013
Bank of America Merrill Lynch July 2009 - July 2012
Merrill Lynch May 2008 - August 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Finance
Caroline Chaps Caroline Chaps's Merrill Lynch Experience June 2013 - Present
Job Financial Planning | Wealth Management | Wealth Advisory | Private Banking | Graduating Student, University of Illinois
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
WNA Wealth Advisors, INC. June 2012 - Present
Crosslands, LLC. December 2011 - January 2012
Three Jewels, LLC September 2007 - December 2011
Ridge Country Club June 2007 - August 2011
Skills
Finance, Financial Planning, Financial Analysis, Financial Advisory, Spreadsheets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Wealth Management, Wealth Management..., Wealth Advisory, Banking, Private Banking, Leadership, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Financial Planning, Department of Agriculture and Consumer Economics
Merrill Lynch June 2013 - Present
WNA Wealth Advisors, INC. June 2012 - Present
Crosslands, LLC. December 2011 - January 2012
Three Jewels, LLC September 2007 - December 2011
Ridge Country Club June 2007 - August 2011
Skills
Finance, Financial Planning, Financial Analysis, Financial Advisory, Spreadsheets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Wealth Management, Wealth Management..., Wealth Advisory, Banking, Private Banking, Leadership, Strategic Financial...
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Financial Planning, Department of Agriculture and Consumer Economics
Zohair Bokhari Zohair Bokhari's Merrill Lynch Experience June 2010 - August 2010
Job Analyst at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital July 2015 - Present
TransUnion February 2014 - July 2015
GE July 2012 - January 2014
GE June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg Professional, Capital IQ, Cognos, Oracle, SAP, VBA
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Magnetar Capital July 2015 - Present
TransUnion February 2014 - July 2015
GE July 2012 - January 2014
GE June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Bloomberg Professional, Capital IQ, Cognos, Oracle, SAP, VBA
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Michael J. Corrigan CLTC Michael J. Corrigan CLTC's Merrill Lynch Experience June 1988 - June 1990
Job FINANCIAL ADVISER WITH EAGLE STRATEGIES, LLC
Industry Financial Services
Experience
NEW YORK LIFE INSURANCE COMPANY March 1993 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency March 1993 - Present
Merrill Lynch June 1988 - June 1990
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, Investments, Guaranteed Lifetime..., Finance, Mutual Funds, Life Insurance, Strategic Financial..., Disability Insurance, IRAs, Retirement, Securities, Insurance, Financial Services
Education
University of Illinois at Urbana-Champaign 1972 — 1976
B.A., ECONOMICS, POLITICAL SCIENCE
Glenbard West High School, Glen Ellyn, IL
NEW YORK LIFE INSURANCE COMPANY March 1993 - Present
NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency March 1993 - Present
Merrill Lynch June 1988 - June 1990
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, Investments, Guaranteed Lifetime..., Finance, Mutual Funds, Life Insurance, Strategic Financial..., Disability Insurance, IRAs, Retirement, Securities, Insurance, Financial Services
Education
University of Illinois at Urbana-Champaign 1972 — 1976
B.A., ECONOMICS, POLITICAL SCIENCE
Glenbard West High School, Glen Ellyn, IL
Lexa Bella Pezzati's Merrill Lynch Experience May 2012 - August 2012
Job Deal Advisory Associate at KPMG US
Industry Accounting
Experience
University of Illinois at Urbana-Champaign August 2014 - May 2015
KPMG June 2014 - August 2014
Merrill Lynch May 2012 - August 2012
Skills
Research, Writing, Non-profits, Public Relations, Fundraising, English, Wealth Management, Advertising, Photoshop, PowerPoint, Social Networking, Marketing, Facebook, Social Media, Nonprofits, Time Management, Public Speaking, Social Media Marketing, Microsoft Excel, Finance, Analysis, Bloomberg, Microsoft Word, Strategic Financial...
Education
University of Illinois at Urbana-Champaign - College of Business 2014 — 2015
Master’s Degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor's Degree, Accountancy and Finance
University of Illinois at Urbana-Champaign August 2014 - May 2015
KPMG June 2014 - August 2014
Merrill Lynch May 2012 - August 2012
Skills
Research, Writing, Non-profits, Public Relations, Fundraising, English, Wealth Management, Advertising, Photoshop, PowerPoint, Social Networking, Marketing, Facebook, Social Media, Nonprofits, Time Management, Public Speaking, Social Media Marketing, Microsoft Excel, Finance, Analysis, Bloomberg, Microsoft Word, Strategic Financial...
Education
University of Illinois at Urbana-Champaign - College of Business 2014 — 2015
Master’s Degree, Accounting
University of Illinois at Urbana-Champaign - College of Business 2010 — 2014
Bachelor's Degree, Accountancy and Finance
Susanne Überhuber Susanne Überhuber's Merrill Lynch Experience August 2007 - April 2008
Job Senior Associate bei BDO Austria
Industry Accounting
Experience
BDO Austria July 2008 - September 2015
Merrill Lynch August 2007 - April 2008
JPMorgan Chase March 2006 - August 2007
Skills
Accounting, Financial Reporting, Microsoft Office, Englisch, Auditing, Microsoft Excel, Financial Analysis, Financial Accounting, Tax, Internal Controls, Microsoft Word, PowerPoint, Budgets, Customer Service, Accounts Payable
Education
Wirtschaftsuniversität Wien 2000 — 2005
Magister, HW und WiPäd
University of Illinois at Urbana-Champaign 2003 — 2003
BDO Austria July 2008 - September 2015
Merrill Lynch August 2007 - April 2008
JPMorgan Chase March 2006 - August 2007
Skills
Accounting, Financial Reporting, Microsoft Office, Englisch, Auditing, Microsoft Excel, Financial Analysis, Financial Accounting, Tax, Internal Controls, Microsoft Word, PowerPoint, Budgets, Customer Service, Accounts Payable
Education
Wirtschaftsuniversität Wien 2000 — 2005
Magister, HW und WiPäd
University of Illinois at Urbana-Champaign 2003 — 2003
Matthew Darlow's Merrill Lynch Experience February 2012 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Merrill Lynch July 2008 - February 2012
Merrill Lynch February 2004 - July 2008
Merrill Lynch February 2000 - February 2004
Causeway Mobility September 1997 - February 2000
The Braun Corporation December 1988 - September 1997
Skills
Strategic Planning, Microsoft Office, Customer Service, Customer Satisfaction, Financial Services, Microsoft Project, Analysis, Banking, Data Analysis, Business Analysis, Leadership, MS Project, Management, PowerPoint, Change Management, Program Management, Financial Analysis, Process Improvement, Risk Management, SDLC, Software Documentation, Vendor Management
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, Economics
Merrill Lynch February 2012 - Present
Merrill Lynch July 2008 - February 2012
Merrill Lynch February 2004 - July 2008
Merrill Lynch February 2000 - February 2004
Causeway Mobility September 1997 - February 2000
The Braun Corporation December 1988 - September 1997
Skills
Strategic Planning, Microsoft Office, Customer Service, Customer Satisfaction, Financial Services, Microsoft Project, Analysis, Banking, Data Analysis, Business Analysis, Leadership, MS Project, Management, PowerPoint, Change Management, Program Management, Financial Analysis, Process Improvement, Risk Management, SDLC, Software Documentation, Vendor Management
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BA, Economics
Ruonan Ding's Merrill Lynch Experience October 2007 - July 2008
Job Actuarial Analyst at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group June 2013 - Present
Arch Insurance Group July 2011 - June 2013
Wells Fargo May 2009 - August 2009
Merrill Lynch October 2007 - July 2008
Skills
Data Modeling, Actuarial Science, Microsoft SQL Server, R, Data Analysis, Financial Risk, Pricing, Risk Management, Access, Credit Risk
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master's degree, Finance, General
University of Minnesota-Twin Cities 2005 — 2009
Bachelor's degree, Finance, General
Arch Insurance Group June 2013 - Present
Arch Insurance Group July 2011 - June 2013
Wells Fargo May 2009 - August 2009
Merrill Lynch October 2007 - July 2008
Skills
Data Modeling, Actuarial Science, Microsoft SQL Server, R, Data Analysis, Financial Risk, Pricing, Risk Management, Access, Credit Risk
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master's degree, Finance, General
University of Minnesota-Twin Cities 2005 — 2009
Bachelor's degree, Finance, General
Brian Kuske's Merrill Lynch Experience May 2005 - August 2005
Job Director at Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures June 2014 - Present
Lincoln International July 2012 - June 2014
Lazard June 2011 - August 2011
United Airlines April 2009 - July 2010
United Airlines August 2007 - April 2009
United Airlines August 2006 - August 2007
Merrill Lynch May 2005 - August 2005
MacLean Fogg Inc. May 2005 - August 2005
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Strategy, Investment Banking, Finance, Corporate Finance, Mergers, Private Equity, Due Diligence, Forecasting, Analysis, Accounting, Business Planning, Bloomberg, M&A experience, Market Analysis, Investments, Competitive Analysis, Investment Management, Equities, Capital Markets, Business Valuation, Pricing, DCF, Corporate Development, Venture Capital, Digital Marketing, Sales Operations, Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration, Corporate Finance and Investments
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Naperville North High School 1998 — 2002
Red Ventures June 2014 - Present
Lincoln International July 2012 - June 2014
Lazard June 2011 - August 2011
United Airlines April 2009 - July 2010
United Airlines August 2007 - April 2009
United Airlines August 2006 - August 2007
Merrill Lynch May 2005 - August 2005
MacLean Fogg Inc. May 2005 - August 2005
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Strategy, Investment Banking, Finance, Corporate Finance, Mergers, Private Equity, Due Diligence, Forecasting, Analysis, Accounting, Business Planning, Bloomberg, M&A experience, Market Analysis, Investments, Competitive Analysis, Investment Management, Equities, Capital Markets, Business Valuation, Pricing, DCF, Corporate Development, Venture Capital, Digital Marketing, Sales Operations, Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration, Corporate Finance and Investments
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Naperville North High School 1998 — 2002
Adarsh Dhand's Merrill Lynch Experience 2000 - 2000
Job Vice President Securitization Finance at Bank of America Merrill Lynch
Industry Investment Banking
Experience
RoundPoint Financial Group January 2013 - October 2014
25 Capital Partners/RoundPoint Financial Group July 2010 - June 2011
Hudson Pacific Capital Partners LLC August 2009 - July 2010
Banc of America Securities January 2002 - September 2008
Merrill Lynch 2000 - 2000
Skills
Data Analysis, Fixed Income Analysis, Financial Analysis, Financial Modeling, Bond Markets, Debt, Credit, Asset Managment, Valuation, Financial Reporting, Structured Finance, Asset-backed..., Residential Mortgages, Banking, Corporate Finance, Capital Budgeting, Portfolio Management, Asset Management, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), Economics
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), History
RoundPoint Financial Group January 2013 - October 2014
25 Capital Partners/RoundPoint Financial Group July 2010 - June 2011
Hudson Pacific Capital Partners LLC August 2009 - July 2010
Banc of America Securities January 2002 - September 2008
Merrill Lynch 2000 - 2000
Skills
Data Analysis, Fixed Income Analysis, Financial Analysis, Financial Modeling, Bond Markets, Debt, Credit, Asset Managment, Valuation, Financial Reporting, Structured Finance, Asset-backed..., Residential Mortgages, Banking, Corporate Finance, Capital Budgeting, Portfolio Management, Asset Management, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), Economics
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Arts (B.A.), History
Anthony J. Gattuso Anthony J. Gattuso's Merrill Lynch Experience May 2004 - August 2004
Job Responsive, reliable middle market relationship banker serving privatelyheld businesses in the Chicagoland area.
Industry Banking
Experience
MB Financial Bank (formerly Cole Taylor Bank) March 2008 - Present
LaSalle Bank N.A. (a Bank of America company) July 2006 - March 2008
Prudential Financial March 2005 - May 2006
LaSalle Bank N.A. May 2005 - August 2005
Merrill Lynch May 2004 - August 2004
Skills
Financial Analysis, Commercial Lending, Credit Analysis, Commercial Banking, Portfolio Management, Financial Modeling, Banking, Loans, Credit, Cash Management, Credit Risk, Leadership, Relationship Management, Long-term Customer..., Mergers & Acquisitions, Financial Services, Real Estate Economics, Real Estate, Underwriting, Financial Structuring, Strategic Financial..., Small Business Lending, Mortgage Lending, Asset Based Lending, Loan Origination, Middle Market, Financial Planning
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Finance, Sociology
Rolling Meadows High School
MB Financial Bank (formerly Cole Taylor Bank) March 2008 - Present
LaSalle Bank N.A. (a Bank of America company) July 2006 - March 2008
Prudential Financial March 2005 - May 2006
LaSalle Bank N.A. May 2005 - August 2005
Merrill Lynch May 2004 - August 2004
Skills
Financial Analysis, Commercial Lending, Credit Analysis, Commercial Banking, Portfolio Management, Financial Modeling, Banking, Loans, Credit, Cash Management, Credit Risk, Leadership, Relationship Management, Long-term Customer..., Mergers & Acquisitions, Financial Services, Real Estate Economics, Real Estate, Underwriting, Financial Structuring, Strategic Financial..., Small Business Lending, Mortgage Lending, Asset Based Lending, Loan Origination, Middle Market, Financial Planning
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts, Finance, Sociology
Rolling Meadows High School
Nathan Novak's Merrill Lynch Experience June 2011 - August 2011
Job Associate at Willamette Management Associates
Industry Financial Services
Experience
Willamette Management Associates June 2012 - Present
Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Investments, Finance, Valuation, Microsoft Office, Equities, Accounting, PowerPoint, Leadership, Microsoft Word
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science, Finance
Willamette Management Associates June 2012 - Present
Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Investments, Finance, Valuation, Microsoft Office, Equities, Accounting, PowerPoint, Leadership, Microsoft Word
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science, Finance
Rick Tidwell Rick Tidwell's Merrill Lynch Experience May 2007 - August 2007
Job Senior Manager of Terminal Operations at Union Pacific Railroad
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad July 2014 - Present
Union Pacific Railroad June 2014 - July 2014
Union Pacific Railroad October 2010 - May 2014
Union Pacific Railroad June 2008 - October 2010
Merrill Lynch May 2007 - August 2007
Skills
Transportation, Manufacturing, Management, Freight, Rail, Leadership, Logistics, Supply Chain, Operations Management, Process Improvement, Team Building, Project Planning, Marketing, Railway, Strategic Planning, Process Scheduler, Supply Chain Management, Container, Contract Negotiation, Customer Service, Inventory Management
Education
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Communication
Union Pacific Railroad July 2014 - Present
Union Pacific Railroad June 2014 - July 2014
Union Pacific Railroad October 2010 - May 2014
Union Pacific Railroad June 2008 - October 2010
Merrill Lynch May 2007 - August 2007
Skills
Transportation, Manufacturing, Management, Freight, Rail, Leadership, Logistics, Supply Chain, Operations Management, Process Improvement, Team Building, Project Planning, Marketing, Railway, Strategic Planning, Process Scheduler, Supply Chain Management, Container, Contract Negotiation, Customer Service, Inventory Management
Education
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Communication
Ashwin Longani's Merrill Lynch Experience June 2007 - August 2007
Job
Industry Investment Management
Experience
BNY Mellon August 2011 - August 2014
Brown Brothers Harriman December 2010 - May 2011
Bank of America January 2010 - July 2010
Merrill Lynch June 2007 - August 2007
Computershare Fund Services June 2006 - July 2006
Skills
Investments, Finance, Analysis, Microsoft Excel, Equities, Financial Analysis, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelors of Science, Finance
BNY Mellon August 2011 - August 2014
Brown Brothers Harriman December 2010 - May 2011
Bank of America January 2010 - July 2010
Merrill Lynch June 2007 - August 2007
Computershare Fund Services June 2006 - July 2006
Skills
Investments, Finance, Analysis, Microsoft Excel, Equities, Financial Analysis, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelors of Science, Finance
Rebecca (Rinehart) Keller Rebecca (Rinehart) Keller's Merrill Lynch Experience November 2013 - March 2015
Job Business Development at DUFL
Industry Internet
Experience
DUFL April 2015 - Present
Merrill Lynch November 2013 - March 2015
MFS/Worldcom May 1996 - April 1998
MFS Datanet, Inc. March 1995 - May 1996
MCI June 1992 - March 1995
MCI January 1989 - June 1992
Skills
Sales, Leadership, Sales Management, Selling, Telecommunications, Strategic Planning, Sales Process, Leadership Development, Organizational..., Negotiation, Team Building, Strategic Partnerships, Marketing Strategy, Budgets, Business Planning, New Business Development, Coaching, Public Speaking, Change Management, Technology Start-up, CRM, Management, Business Development, Account Management
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (B.S.), Program Management
Wheaton Central High School 1980 — 1984
DUFL April 2015 - Present
Merrill Lynch November 2013 - March 2015
MFS/Worldcom May 1996 - April 1998
MFS Datanet, Inc. March 1995 - May 1996
MCI June 1992 - March 1995
MCI January 1989 - June 1992
Skills
Sales, Leadership, Sales Management, Selling, Telecommunications, Strategic Planning, Sales Process, Leadership Development, Organizational..., Negotiation, Team Building, Strategic Partnerships, Marketing Strategy, Budgets, Business Planning, New Business Development, Coaching, Public Speaking, Change Management, Technology Start-up, CRM, Management, Business Development, Account Management
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (B.S.), Program Management
Wheaton Central High School 1980 — 1984
Clayton D. Balko's Merrill Lynch Experience December 2011 - Present
Job Registered Client Associate with The Bergman Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch December 2011 - Present
The Bergman Wealth Management Group May 2011 - Present
Mesirow Financial May 2011 - December 2011
Skills
Wealth Management, Series 7, Investment Advisory, Investments, Investment Strategies, Asset Allocation, Retirement, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Management, Mutual Funds, Series 66, Valuation, Financial Modeling, Uniform Combined State..., Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (B.S.), Accountancy
Merrill Lynch December 2011 - Present
The Bergman Wealth Management Group May 2011 - Present
Mesirow Financial May 2011 - December 2011
Skills
Wealth Management, Series 7, Investment Advisory, Investments, Investment Strategies, Asset Allocation, Retirement, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Management, Mutual Funds, Series 66, Valuation, Financial Modeling, Uniform Combined State..., Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (B.S.), Accountancy
Daniel R Cameron Jr's Merrill Lynch Experience May 2014 - August 2014
Job Advisory Consultant (Business Risk) Intern
Industry Accounting
Experience
Deloitte June 2015 - Present
Cochrane enterprises August 2012 - Present
Merrill Lynch May 2014 - August 2014
Illinois Business Consulting August 2013 - August 2014
Sigma Alpha Epsilon Fraternity December 2012 - December 2013
Belmont Bank and Trust May 2013 - August 2013
Skills
Accounting, Teamwork, Time Management, Budgets, Microsoft Office, Microsoft Excel, PowerPoint, Public Relations, Project Planning, Leadership, Microsoft Word, Management, Process Improvement, Event Planning, Financial Statements, Customer Service
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Accounting
Barrington High School 2007 — 2011
High School Diploma, High Honors
Deloitte June 2015 - Present
Cochrane enterprises August 2012 - Present
Merrill Lynch May 2014 - August 2014
Illinois Business Consulting August 2013 - August 2014
Sigma Alpha Epsilon Fraternity December 2012 - December 2013
Belmont Bank and Trust May 2013 - August 2013
Skills
Accounting, Teamwork, Time Management, Budgets, Microsoft Office, Microsoft Excel, PowerPoint, Public Relations, Project Planning, Leadership, Microsoft Word, Management, Process Improvement, Event Planning, Financial Statements, Customer Service
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Accounting
Barrington High School 2007 — 2011
High School Diploma, High Honors
Samuel Saka's Merrill Lynch Experience 2000 - 2001
Job Sr. Consultant Providence Consulting Group
Industry Financial Services
Experience
Deloitte and Touche April 2007 - June 2011
Accenture 2005 - 2007
Merrill Lynch 2000 - 2001
Skills
SAP Configuration, PSCD, FS-CD, SAP FI-CA, SAP FICO, SAP, SAP Implementation, SAP ERP, Management Consulting, Business Process, Business Process..., Business Process Design, Business Analysis, ERP, Business Intelligence, SAP R/3, Business Transformation, IT Strategy, Business Process..., Acquisition Integration
Education
SAP Partner Academy 2007 — 2007
Certification, PSCD Tax and Revenue Solution
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor's degree, International Finance
Deloitte and Touche April 2007 - June 2011
Accenture 2005 - 2007
Merrill Lynch 2000 - 2001
Skills
SAP Configuration, PSCD, FS-CD, SAP FI-CA, SAP FICO, SAP, SAP Implementation, SAP ERP, Management Consulting, Business Process, Business Process..., Business Process Design, Business Analysis, ERP, Business Intelligence, SAP R/3, Business Transformation, IT Strategy, Business Process..., Acquisition Integration
Education
SAP Partner Academy 2007 — 2007
Certification, PSCD Tax and Revenue Solution
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor's degree, International Finance
Wen Hsin Cheng Wen Hsin Cheng's Merrill Lynch Experience May 2006 - August 2006
Job Consultant at The Strategy Booth
Industry Management Consulting
Experience
The Strategy Booth February 2015 - Present
Global Intelligence Alliance August 2014 - October 2014
Zurich North America June 2013 - May 2014
Illinois Business Consulting September 2011 - April 2012
BMO Bank of Montreal March 2010 - May 2011
BMO Bank of Montreal February 2009 - February 2010
BMO Bank of Montreal August 2008 - January 2009
Merrill Lynch May 2006 - August 2006
Skills
Skills: Proficient in..., Language: Mandarin and..., Microsoft Excel, Financial Analysis, Finance, Strategy, Analysis, Banking, Management, Portfolio Management, Cross-functional Team..., Competitive Analysis, Analytics, Business Planning, Business Analysis, Consulting
Education
University of Illinois at Urbana-Champaign 2011 — 2013
MBA, Finance & Strategy
University of Toronto 2006 — 2008
Honors BA, Economics and Political Science
The Strategy Booth February 2015 - Present
Global Intelligence Alliance August 2014 - October 2014
Zurich North America June 2013 - May 2014
Illinois Business Consulting September 2011 - April 2012
BMO Bank of Montreal March 2010 - May 2011
BMO Bank of Montreal February 2009 - February 2010
BMO Bank of Montreal August 2008 - January 2009
Merrill Lynch May 2006 - August 2006
Skills
Skills: Proficient in..., Language: Mandarin and..., Microsoft Excel, Financial Analysis, Finance, Strategy, Analysis, Banking, Management, Portfolio Management, Cross-functional Team..., Competitive Analysis, Analytics, Business Planning, Business Analysis, Consulting
Education
University of Illinois at Urbana-Champaign 2011 — 2013
MBA, Finance & Strategy
University of Toronto 2006 — 2008
Honors BA, Economics and Political Science
Patrick McFarlane's Merrill Lynch Experience April 2008 - August 2008
Job Account Manager at Batory Foods Inc
Industry Food Production
Experience
Batory Foods Inc August 2015 - Present
Maple Leaf Foods Inc April 2013 - July 2015
Maple Leaf Foods Inc August 2012 - March 2013
Maple Leaf Foods January 2012 - September 2012
Maple Leaf Foods Inc October 2009 - January 2012
Merrill Lynch April 2008 - August 2008
Skills
Analysis, Data Reporting, SAP, Sales Support, Trade Spend Management, Account Management, Pricing, Sales Management, Forecasting, Competitive Analysis, Key Account Development, Portfolio Management, Sales Operations, Sales, Program Management, Cross-functional Team..., Retail
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
B.S., Finance
Batory Foods Inc August 2015 - Present
Maple Leaf Foods Inc April 2013 - July 2015
Maple Leaf Foods Inc August 2012 - March 2013
Maple Leaf Foods January 2012 - September 2012
Maple Leaf Foods Inc October 2009 - January 2012
Merrill Lynch April 2008 - August 2008
Skills
Analysis, Data Reporting, SAP, Sales Support, Trade Spend Management, Account Management, Pricing, Sales Management, Forecasting, Competitive Analysis, Key Account Development, Portfolio Management, Sales Operations, Sales, Program Management, Cross-functional Team..., Retail
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
B.S., Finance
Patrick Guth's Merrill Lynch Experience June 2010 - August 2010
Job Account Sales Consultant at Beckman Coulter
Industry Medical Devices
Experience
Beckman Coulter March 2012 - Present
Beckman Coulter July 2011 - March 2012
The Red Lion March 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Excel, Sales, Sales Management, Marketing, Customer Service, Negotiation, Product Development, Account Management, Microsoft Word, Strategic Planning, Marketing Strategy, Process Improvement, Team Leadership, Sales Operations, Management, Microsoft Excel, Leadership, Capital Equipment, New Business Development, Healthcare, Training
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science, Finance
Beckman Coulter March 2012 - Present
Beckman Coulter July 2011 - March 2012
The Red Lion March 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Excel, Sales, Sales Management, Marketing, Customer Service, Negotiation, Product Development, Account Management, Microsoft Word, Strategic Planning, Marketing Strategy, Process Improvement, Team Leadership, Sales Operations, Management, Microsoft Excel, Leadership, Capital Equipment, New Business Development, Healthcare, Training
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science, Finance
Emily Shen's Merrill Lynch Experience June 2014 - August 2014
Job Accounting Student at the University of Illinois at UrbanaChampaign
Industry Accounting
Experience
NFP June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Panera Bread January 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, Research, Photoshop, Social Media, Public Speaking, English, Chinese
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2017
Bachelor's Degree, Accounting
NFP June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Panera Bread January 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Customer Service, Research, Photoshop, Social Media, Public Speaking, English, Chinese
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2017
Bachelor's Degree, Accounting
Donald Nelson, CIMA ® Donald Nelson, CIMA ®'s Merrill Lynch Experience September 1992 - April 2001
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Great Lakes Asset Management Group of Wells Fargo Advisors, LLC January 2003 - Present
Merrill Lynch September 1992 - April 2001
Skills
Investments, Financial Advisory, Insurance, Financial Services, Investment Planning, Retirement Planning, Estate Investment..., Stock Analysis
Education
University of Illinois at Urbana-Champaign
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
Great Lakes Asset Management Group of Wells Fargo Advisors, LLC January 2003 - Present
Merrill Lynch September 1992 - April 2001
Skills
Investments, Financial Advisory, Insurance, Financial Services, Investment Planning, Retirement Planning, Estate Investment..., Stock Analysis
Education
University of Illinois at Urbana-Champaign
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
Seamus Carney Seamus Carney's Merrill Lynch Experience December 2004 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2004 - Present
Paychex May 2003 - December 2004
IDT Telecom December 2002 - April 2003
Allegiance Telecom November 2001 - November 2002
Northwestern Memorial Hospital November 1998 - October 2001
Skills
Investments, Strategic Planning
Education
University of Illinois at Chicago
BS, Biological Sciences
Merrill Lynch December 2004 - Present
Paychex May 2003 - December 2004
IDT Telecom December 2002 - April 2003
Allegiance Telecom November 2001 - November 2002
Northwestern Memorial Hospital November 1998 - October 2001
Skills
Investments, Strategic Planning
Education
University of Illinois at Chicago
BS, Biological Sciences
Cristina Llort's Merrill Lynch Experience June 2008 - August 2008
Job Account Executive at Cadent Network
Industry Marketing and Advertising
Experience
Cadent Network October 2014 - Present
Scripps Networks Interactive Inc. April 2013 - October 2014
MTV Networks November 2011 - April 2013
NIBCO June 2010 - November 2011
Merrill Lynch June 2008 - August 2008
BCBG Max Azria May 2007 - December 2007
Star Motors, Mercedes-Benz June 2006 - July 2006
Skills
Social Media, Sales, Microsoft Excel, Microsoft Office, Marketing, Social Media Marketing, Account Management, Event Planning, PowerPoint, Advertising, Digital Media, Management, Facebook, Media Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors of Science in Management, International Business, Spanish Minor
IES Barcelona 2008 — 2009
Downers Grove North
Cadent Network October 2014 - Present
Scripps Networks Interactive Inc. April 2013 - October 2014
MTV Networks November 2011 - April 2013
NIBCO June 2010 - November 2011
Merrill Lynch June 2008 - August 2008
BCBG Max Azria May 2007 - December 2007
Star Motors, Mercedes-Benz June 2006 - July 2006
Skills
Social Media, Sales, Microsoft Excel, Microsoft Office, Marketing, Social Media Marketing, Account Management, Event Planning, PowerPoint, Advertising, Digital Media, Management, Facebook, Media Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors of Science in Management, International Business, Spanish Minor
IES Barcelona 2008 — 2009
Downers Grove North
Tara Majeed's Merrill Lynch Experience 2005 - 2007
Job Financial Executive Recruiter | Career Strategist | Senior Partner at Lucas Group
Industry Staffing and Recruiting
Experience
Lucas Group September 2012 - Present
Garelli Wong & Associates 2010 - 2012
Merrill Lynch 2005 - 2007
Skills
Accounting, Finance, Tax, Internal Audit, Financial Services, Consulting, Private Equity, Banking, Resume, Real Estate, Big 4, Career Management, Financial Analysis, Financial Reporting, Employee Retention, Job Coaching, Job Descriptions, Job Search Strategies, M&A, Staff Retention, Interviews, Hiring, Mergers & Acquisitions, Leadership, Recruiting, Management
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science (BS)
Lucas Group September 2012 - Present
Garelli Wong & Associates 2010 - 2012
Merrill Lynch 2005 - 2007
Skills
Accounting, Finance, Tax, Internal Audit, Financial Services, Consulting, Private Equity, Banking, Resume, Real Estate, Big 4, Career Management, Financial Analysis, Financial Reporting, Employee Retention, Job Coaching, Job Descriptions, Job Search Strategies, M&A, Staff Retention, Interviews, Hiring, Mergers & Acquisitions, Leadership, Recruiting, Management
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science (BS)
Ethan Hafner's Merrill Lynch Experience August 1997 - January 2001
Job Private Wealth Advisor
Industry Investment Management
Experience
UBS Private Wealth Management February 2009 - Present
Smith Barney 2001 - 2009
Merrill Lynch August 1997 - January 2001
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Finance
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
UBS Private Wealth Management February 2009 - Present
Smith Barney 2001 - 2009
Merrill Lynch August 1997 - January 2001
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Finance
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Arun Ramraj's Merrill Lynch Experience May 2005 - Present
Job Vice President at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch May 2005 - Present
BNP Paribas April 2003 - March 2005
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Merrill Lynch May 2005 - Present
BNP Paribas April 2003 - March 2005
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Doug Dossey's Merrill Lynch Experience July 1995 - June 1998
Job Managing Partner at Tensile Capital Management LLC
Industry Venture Capital & Private Equity
Experience
Tensile Capital Management LLC July 2012 - Present
Blum Capital Partners August 2009 - June 2012
FdG Associates August 1998 - July 2009
Merrill Lynch July 1995 - June 1998
Skills
Valuation, Venture Capital, Hedge Funds, Corporate Development, Mergers & Acquisitions, Due Diligence, Mergers, Investment Banking, Investments, Financial Modeling, LBO, Corporate Finance, Financial Analysis, Equities
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachelor of Science (BS), Accountancy
Tensile Capital Management LLC July 2012 - Present
Blum Capital Partners August 2009 - June 2012
FdG Associates August 1998 - July 2009
Merrill Lynch July 1995 - June 1998
Skills
Valuation, Venture Capital, Hedge Funds, Corporate Development, Mergers & Acquisitions, Due Diligence, Mergers, Investment Banking, Investments, Financial Modeling, LBO, Corporate Finance, Financial Analysis, Equities
Education
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachelor of Science (BS), Accountancy
Beth Farber's Merrill Lynch Experience VP MLPRO Client ServicesMerrill LynchOctober 2007 - Present
Job VP MLPRO Client Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch VP MLPRO Client ServicesMerrill LynchOctober 2007 - Present
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Merrill Lynch VP MLPRO Client ServicesMerrill LynchOctober 2007 - Present
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Jennifer Bordy's Merrill Lynch Experience 2002 - 2005
Job Human Resources Associate/Head of Library Human Resouces at UIC Library
Industry Higher Education
Experience
UIC Library February 2013 - Present
University of Chicago Physicians Group February 2007 - February 2013
University of Chicago August 2005 - February 2007
Merrill Lynch 2002 - 2005
Skills
Employee Relations, Human Resources, Benefits Administration, Employee Benefits, HRIS, Leadership Development, Management, Onboarding, Recruiting
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance
UIC Library February 2013 - Present
University of Chicago Physicians Group February 2007 - February 2013
University of Chicago August 2005 - February 2007
Merrill Lynch 2002 - 2005
Skills
Employee Relations, Human Resources, Benefits Administration, Employee Benefits, HRIS, Leadership Development, Management, Onboarding, Recruiting
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance
Darris Hess's Merrill Lynch Experience 1992 - 1993
Job Vice President, Capital Markets Accounting at Sallie Mae
Industry Financial Services
Experience
Sallie Mae July 2012 - Present
Fannie Mae Corporation December 2008 - July 2012
Elgin National Industries, Inc. October 2008 - December 2008
LaSalle Bank Corp./Bank of America March 1999 - March 2008
KPMG Consulting 1993 - 1999
Merrill Lynch 1992 - 1993
Charles River Associates 1987 - 1989
Skills
Capital Markets, Valuation, Banking, Treasury Management, Financial Reporting, Cash Management, Finance, Derivatives, Forecasting, Accounting, Treasury, Financial Services, Management Consulting, Process Improvement
Education
The University of Chicago 1990 — 1992
MBA, Finance
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
Sallie Mae July 2012 - Present
Fannie Mae Corporation December 2008 - July 2012
Elgin National Industries, Inc. October 2008 - December 2008
LaSalle Bank Corp./Bank of America March 1999 - March 2008
KPMG Consulting 1993 - 1999
Merrill Lynch 1992 - 1993
Charles River Associates 1987 - 1989
Skills
Capital Markets, Valuation, Banking, Treasury Management, Financial Reporting, Cash Management, Finance, Derivatives, Forecasting, Accounting, Treasury, Financial Services, Management Consulting, Process Improvement
Education
The University of Chicago 1990 — 1992
MBA, Finance
University of Illinois at Urbana-Champaign 1983 — 1987
BA, Economics
Tim Feuerborn's Merrill Lynch Experience January 2004 - April 2005
Job Derivatives Trader
Industry Financial Services
Experience
GamerGreen June 2014 - Present
Kurplink June 2014 - Present
Top Notch Toys June 2014 - June 2015
Infinium Capital Management September 2012 - November 2013
Infinium Capital Management February 2010 - August 2012
Infinium Capital Management June 2007 - February 2010
Infinium Capital Management September 2006 - June 2007
Infinium Capital Management April 2005 - September 2006
Merrill Lynch January 2004 - April 2005
Skills
Futures Trading, Options, Technical Analysis, Hedging, Commodity Risk..., Trading, Derivatives, Portfolio Management, Equity Derivatives, Financial Analysis, Financial Markets, Arbitrage, Investment Banking, Hedge Funds, Equities, Proprietary Trading, Banking, Bloomberg, Fixed Income, Commodity, Trading Strategies, Market Data, Swaps, Options Strategies, Capital Markets, Asset Allocation, Global Macro, Volatility, Structured Products, Valuation, Trading Systems, Derivatives Trading, Commodity Markets, FX Options, Financial Risk, Traders, Asset Management, Securities, Electronic Trading, Series 7, Bonds, Metals, Market Making, Equity Trading, Interest Rate..., Quantitative Finance
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Finance, Investments and Corporate Finance
University of Illinois at Urbana-Champaign 1999 — 2003
Economics, Emerging Markets and Public Economics
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor of Science (B.S.), Finance, General
GamerGreen June 2014 - Present
Kurplink June 2014 - Present
Top Notch Toys June 2014 - June 2015
Infinium Capital Management September 2012 - November 2013
Infinium Capital Management February 2010 - August 2012
Infinium Capital Management June 2007 - February 2010
Infinium Capital Management September 2006 - June 2007
Infinium Capital Management April 2005 - September 2006
Merrill Lynch January 2004 - April 2005
Skills
Futures Trading, Options, Technical Analysis, Hedging, Commodity Risk..., Trading, Derivatives, Portfolio Management, Equity Derivatives, Financial Analysis, Financial Markets, Arbitrage, Investment Banking, Hedge Funds, Equities, Proprietary Trading, Banking, Bloomberg, Fixed Income, Commodity, Trading Strategies, Market Data, Swaps, Options Strategies, Capital Markets, Asset Allocation, Global Macro, Volatility, Structured Products, Valuation, Trading Systems, Derivatives Trading, Commodity Markets, FX Options, Financial Risk, Traders, Asset Management, Securities, Electronic Trading, Series 7, Bonds, Metals, Market Making, Equity Trading, Interest Rate..., Quantitative Finance
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Finance, Investments and Corporate Finance
University of Illinois at Urbana-Champaign 1999 — 2003
Economics, Emerging Markets and Public Economics
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Soji Mathew's Merrill Lynch Experience April 2005 - October 2010
Job Vice President/Infrastructure Support Mgr.at Bank of America
Industry Financial Services
Experience
Bank of America May 2009 - August 2015
Merrill Lynch April 2005 - October 2010
Pax Clearing Corporation October 2000 - March 2005
Continental Resources 2000 - 2000
The John Marshall Law School 1999 - 2000
Specialware 1998 - 1999
Skills
Trading Systems, Market Data, Electronic Trading, Disaster Recovery, Management, Equities, Business Analysis, Vendor Management, Infrastructure, Risk Management, Trading, Vulnerability Management
Education
University of Illinois at Chicago 1996 — 1999
BS, IDS
Bank of America May 2009 - August 2015
Merrill Lynch April 2005 - October 2010
Pax Clearing Corporation October 2000 - March 2005
Continental Resources 2000 - 2000
The John Marshall Law School 1999 - 2000
Specialware 1998 - 1999
Skills
Trading Systems, Market Data, Electronic Trading, Disaster Recovery, Management, Equities, Business Analysis, Vendor Management, Infrastructure, Risk Management, Trading, Vulnerability Management
Education
University of Illinois at Chicago 1996 — 1999
BS, IDS
Robert McLane's Merrill Lynch Experience July 1999 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1999 - Present
Skills
Investments, Portfolio Management, Employee Benefits, Equities, Fixed Income, Asset Management, Options, Financial Analysis, Financial Modeling, Capital Markets, Valuation, Bloomberg, Derivatives, Financial Markets, Trading, Private Equity, Risk Management, Banking, Credit, Insurance, Loans, Finance, Wealth Management, Strategic Financial..., Series 7, Corporate Finance, Financial Planning, Financial Services, Investment Banking
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors, Finance and Economics
Fenwick 1991 — 1995
Merrill Lynch July 1999 - Present
Skills
Investments, Portfolio Management, Employee Benefits, Equities, Fixed Income, Asset Management, Options, Financial Analysis, Financial Modeling, Capital Markets, Valuation, Bloomberg, Derivatives, Financial Markets, Trading, Private Equity, Risk Management, Banking, Credit, Insurance, Loans, Finance, Wealth Management, Strategic Financial..., Series 7, Corporate Finance, Financial Planning, Financial Services, Investment Banking
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Bachelors, Finance and Economics
Fenwick 1991 — 1995
Logsdon, Jason's Merrill Lynch Experience 1998 - 2003
Job CEO at The Maschhoffs
Industry Financial Services
Experience
The Maschhoffs February 2012 - Present
Gateway City Capital Investors LLC 2007 - 2012
The Maschhoffs 2003 - 2012
Merrill Lynch 1998 - 2003
Education
University of Illinois at Urbana-Champaign 1994 — 1998
The Maschhoffs February 2012 - Present
Gateway City Capital Investors LLC 2007 - 2012
The Maschhoffs 2003 - 2012
Merrill Lynch 1998 - 2003
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Steven Hultquist's Merrill Lynch Experience March 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Envoy Mortgage, Ltd. January 2008 - November 2011
Aegis Mortgage Corporation 1994 - 2007
Oceanmark Bank 1993 - 1994
Loan America Financial 1992 - 1993
First Gibraltar/Unified Mortgage 1984 - 1992
Lexington Mortgage 1983 - 1984
Skills
Loans, Hedging, Pricing, Product Development, Revenue Analysis, Pipeline Management, Mortgage Lending, Banking, Capital Markets, Trading, Analysis, Mortgage Banking, Coaching, Credit, Credit Analysis, Credit Risk, Executive Management, FHA, Finance, Financial Analysis, Financial Risk, Financial Services, Financial Structuring, Funding, Investments, Leadership, Loan Origination, Management, Mortgage Marketing, Negotiation, Portfolio Management, Refinance, Residential Mortgages, Risk Management, Sales, Securitization, Underwriting, Real Estate, Investment Properties, Relationship Management
Education
Hamilton High School
University of Illinois at Urbana-Champaign
Finance, Concentration in Banking and Real Estate
Merrill Lynch March 2012 - Present
Envoy Mortgage, Ltd. January 2008 - November 2011
Aegis Mortgage Corporation 1994 - 2007
Oceanmark Bank 1993 - 1994
Loan America Financial 1992 - 1993
First Gibraltar/Unified Mortgage 1984 - 1992
Lexington Mortgage 1983 - 1984
Skills
Loans, Hedging, Pricing, Product Development, Revenue Analysis, Pipeline Management, Mortgage Lending, Banking, Capital Markets, Trading, Analysis, Mortgage Banking, Coaching, Credit, Credit Analysis, Credit Risk, Executive Management, FHA, Finance, Financial Analysis, Financial Risk, Financial Services, Financial Structuring, Funding, Investments, Leadership, Loan Origination, Management, Mortgage Marketing, Negotiation, Portfolio Management, Refinance, Residential Mortgages, Risk Management, Sales, Securitization, Underwriting, Real Estate, Investment Properties, Relationship Management
Education
Hamilton High School
University of Illinois at Urbana-Champaign
Finance, Concentration in Banking and Real Estate
Yuzhou Tang's Merrill Lynch Experience June 2007 - December 2008
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2012 - Present
Deutsche Bank December 2008 - January 2012
Merrill Lynch June 2007 - December 2008
Bank of America May 2005 - June 2007
Skills
Fixed Income, Structured Products, Quantitative Analytics, C++, Derivatives, Analytics, Quantitative Finance, Credit Derivatives, Bloomberg, Equities, VBA, Hedge Funds, Market Risk, Valuation, Financial Modeling, Trading
Education
University of Illinois at Urbana-Champaign 1999 — 2005
Ph.D, Biophysics & Computational Biology
University of Science and Technology of China 1992 — 1999
B.S., M.S., Physics
Deutsche Bank January 2012 - Present
Deutsche Bank December 2008 - January 2012
Merrill Lynch June 2007 - December 2008
Bank of America May 2005 - June 2007
Skills
Fixed Income, Structured Products, Quantitative Analytics, C++, Derivatives, Analytics, Quantitative Finance, Credit Derivatives, Bloomberg, Equities, VBA, Hedge Funds, Market Risk, Valuation, Financial Modeling, Trading
Education
University of Illinois at Urbana-Champaign 1999 — 2005
Ph.D, Biophysics & Computational Biology
University of Science and Technology of China 1992 — 1999
B.S., M.S., Physics
Greg Mitsch's Merrill Lynch Experience July 2007 - Present
Job Managing Director at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2007 - Present
Goldman Sachs August 1994 - July 2007
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign
Merrill Lynch July 2007 - Present
Goldman Sachs August 1994 - July 2007
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Illinois at Urbana-Champaign
Reid Acord's Merrill Lynch Experience January 2004 - July 2005
Job Senior Financial Analyst Dealership Finance at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank October 2011 - Present
The Northern Trust Company July 2005 - March 2011
Merrill Lynch January 2004 - July 2005
Bank One October 2002 - January 2004
Bank One June 2001 - October 2002
Dreamscape Design, Inc May 1999 - October 1999
Skills
Portfolio Management, Risk Management, Negotiation, Credit, Retail Banking, Banking, Finance, Financial Modeling, Credit Risk, Loans, Relationship Management, Financial Services, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2001
Bachelor of Arts, Speech Communication
BMO Harris Bank October 2011 - Present
The Northern Trust Company July 2005 - March 2011
Merrill Lynch January 2004 - July 2005
Bank One October 2002 - January 2004
Bank One June 2001 - October 2002
Dreamscape Design, Inc May 1999 - October 1999
Skills
Portfolio Management, Risk Management, Negotiation, Credit, Retail Banking, Banking, Finance, Financial Modeling, Credit Risk, Loans, Relationship Management, Financial Services, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2001
Bachelor of Arts, Speech Communication
Tony Torreon, CRPC®'s Merrill Lynch Experience January 2008 - November 2012
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2014 - Present
Fifth Third Securities May 2013 - December 2014
David A. Noyes & Co. November 2012 - April 2013
Merrill Lynch January 2008 - November 2012
LaSalle Bank / Bank of America 1999 - December 2007
LaSalle Bank 1993 - 1998
Skills
Asset Allocation, Mutual Funds, Life Insurance, Financial Services, Long-term Care, Investments, Finance, Banking, Wealth Strategies, Portfolio Optimization, Asset Allocation..., Investment Advisory, Retirement Planning, Retirement Income..., Estate Administration, Personal Trust..., Fiduciary Services, Trading Systems, Wrap Accounts
Education
University of Illinois at Chicago 1989 — 1993
Political Science
Wells Fargo Advisors, LLC December 2014 - Present
Fifth Third Securities May 2013 - December 2014
David A. Noyes & Co. November 2012 - April 2013
Merrill Lynch January 2008 - November 2012
LaSalle Bank / Bank of America 1999 - December 2007
LaSalle Bank 1993 - 1998
Skills
Asset Allocation, Mutual Funds, Life Insurance, Financial Services, Long-term Care, Investments, Finance, Banking, Wealth Strategies, Portfolio Optimization, Asset Allocation..., Investment Advisory, Retirement Planning, Retirement Income..., Estate Administration, Personal Trust..., Fiduciary Services, Trading Systems, Wrap Accounts
Education
University of Illinois at Chicago 1989 — 1993
Political Science
Julia (Xin) Zeng's Merrill Lynch Experience December 2004 - February 2008
Job FP&A Director at Gogo LLC.
Industry Telecommunications
Experience
Gogo LLC. March 2008 - Present
Merrill Lynch December 2004 - February 2008
Skills
Financial Planning and..., Revenue Projection, Pricing Models, Business Caes Models, Process Improvement, Reporting Automation, Predicative Analytics, Debt & Equity Financing, Financial Planning
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Gogo LLC. March 2008 - Present
Merrill Lynch December 2004 - February 2008
Skills
Financial Planning and..., Revenue Projection, Pricing Models, Business Caes Models, Process Improvement, Reporting Automation, Predicative Analytics, Debt & Equity Financing, Financial Planning
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Craig Isacson's Merrill Lynch Experience October 1995 - February 2000
Job Real Estate Consultant at @properties
Industry Real Estate
Experience
@properties January 2004 - Present
Novadigm February 2001 - March 2003
Merrill Lynch October 1995 - February 2000
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Finance/Economics
University of Illinois at Urbana-Champaign 1991 — 1995
Finance/Economics
@properties January 2004 - Present
Novadigm February 2001 - March 2003
Merrill Lynch October 1995 - February 2000
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Finance/Economics
University of Illinois at Urbana-Champaign 1991 — 1995
Finance/Economics
Michael Schiffman's Merrill Lynch Experience 1994 - Present
Job
Industry Financial Services
Experience
Merrill Lynch 1994 - Present
Value Line 1985 - 1992
Skills
Equity Research, Compliance, Asset Managment, Securities, Portfolio Management, Investments, Capital Markets, Asset Management, Series 24, Series 7, Fixed Income, Equities, Options, Investment Strategies, ETFs
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1985
MBA
New York University - Leonard N. Stern School of Business 1978 — 1982
B.S.
Merrill Lynch 1994 - Present
Value Line 1985 - 1992
Skills
Equity Research, Compliance, Asset Managment, Securities, Portfolio Management, Investments, Capital Markets, Asset Management, Series 24, Series 7, Fixed Income, Equities, Options, Investment Strategies, ETFs
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1985
MBA
New York University - Leonard N. Stern School of Business 1978 — 1982
B.S.
Nicole Lapp's Merrill Lynch Experience July 1986 - January 2009
Job Market Surveillance Analyst at CME Group
Industry Financial Services
Experience
CME Group April 2014 - Present
Insight Securities, INC June 2013 - April 2014
Pura Vida Divers November 2011 - October 2012
Merrill Lynch July 1986 - January 2009
Skills
Compliance, Customer Relations, Documentation, Electronic Trading, Commodities, Wordpress, Data Entry, Customer Service, Commodity, Financial Markets, Trading, Options, WordPress, Fixed Income, Series 7, Alternative Investments, Equities, Derivatives, Securities, Financial Services, Software Documentation, Investments, Series 63, Bonds, Hedge Funds, Risk Management, Bloomberg, Asset Management, Investment Strategies, Portfolio Management, Capital Markets, FINRA, Equity Trading
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Economics
CME Group April 2014 - Present
Insight Securities, INC June 2013 - April 2014
Pura Vida Divers November 2011 - October 2012
Merrill Lynch July 1986 - January 2009
Skills
Compliance, Customer Relations, Documentation, Electronic Trading, Commodities, Wordpress, Data Entry, Customer Service, Commodity, Financial Markets, Trading, Options, WordPress, Fixed Income, Series 7, Alternative Investments, Equities, Derivatives, Securities, Financial Services, Software Documentation, Investments, Series 63, Bonds, Hedge Funds, Risk Management, Bloomberg, Asset Management, Investment Strategies, Portfolio Management, Capital Markets, FINRA, Equity Trading
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Economics
Erik Clay's Merrill Lynch Experience 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Jump Trading, LLC February 2003 - January 2010
Skills
Trading, Equities, Fixed Income, Proprietary Trading
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Bachelor of Arts, Economics, History
Merrill Lynch 2011 - Present
Jump Trading, LLC February 2003 - January 2010
Skills
Trading, Equities, Fixed Income, Proprietary Trading
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Bachelor of Arts, Economics, History
Jennifer Povlitz's Merrill Lynch Experience 2013 - Present
Job Managing Director, Head of Executive Client Wealth Group
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
YPO - Young Presidents' Organization December 2008 - Present
Merrill Lynch 2008 - 2012
Merrill Lynch December 2003 - March 2008
Skills
Team Building, Wealth Management, Business Strategy, Leadership Development, Marketing Strategy, Coaching, Banking, Sales Management, Investments, Strategy, Sales & Marketing..., Culture Building, Sales Leadership..., Team Leadership, Strategy Development, Cross-functional Team..., Management Consulting, Problem Solving, Performance Management, Negotiation, Mentoring, FINRA, Series 63, Management, Asset Management, Alternative Investments, Business Development, Private Banking, Wealth, High Net Worth..., Executive Management, Financial Services, Strategic Partnerships, Wealth Management..., Leadership, Venture Capital
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Innovation, Graduated with Honors
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Business Marketing
Merrill Lynch 2013 - Present
YPO - Young Presidents' Organization December 2008 - Present
Merrill Lynch 2008 - 2012
Merrill Lynch December 2003 - March 2008
Skills
Team Building, Wealth Management, Business Strategy, Leadership Development, Marketing Strategy, Coaching, Banking, Sales Management, Investments, Strategy, Sales & Marketing..., Culture Building, Sales Leadership..., Team Leadership, Strategy Development, Cross-functional Team..., Management Consulting, Problem Solving, Performance Management, Negotiation, Mentoring, FINRA, Series 63, Management, Asset Management, Alternative Investments, Business Development, Private Banking, Wealth, High Net Worth..., Executive Management, Financial Services, Strategic Partnerships, Wealth Management..., Leadership, Venture Capital
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Innovation, Graduated with Honors
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Business Marketing
Tim Yanong, CPA's Merrill Lynch Experience 2007 - 2008
Job Executive Recruiter at Garelli Wong & Associates
Industry Accounting
Experience
Parker & Lynch / Garelli Wong & Associates October 2012 - Present
Northern Trust 2008 - 2012
Merrill Lynch 2007 - 2008
Deloitte 2003 - 2007
Skills
Financial Reporting, Auditing, Internal Audit, Bookkeeping, Sales Tax, Accounting, Income Tax, Tax Returns, Tax Preparation, Financial Analysis
Education
University of Illinois at Chicago 1999 — 2002
BS, Accounting
University of South Florida 1997 — 1999
Parker & Lynch / Garelli Wong & Associates October 2012 - Present
Northern Trust 2008 - 2012
Merrill Lynch 2007 - 2008
Deloitte 2003 - 2007
Skills
Financial Reporting, Auditing, Internal Audit, Bookkeeping, Sales Tax, Accounting, Income Tax, Tax Returns, Tax Preparation, Financial Analysis
Education
University of Illinois at Chicago 1999 — 2002
BS, Accounting
University of South Florida 1997 — 1999
Beatriz Roman's Merrill Lynch Experience November 2004 - Present
Job AVP at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch November 2004 - Present
Archipelago 2004 - 2004
Morgan Stanley Dean Witter 2003 - 2004
Howe Barnes Hoefer & Arnett 2002 - 2003
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Merrill Lynch November 2004 - Present
Archipelago 2004 - 2004
Morgan Stanley Dean Witter 2003 - 2004
Howe Barnes Hoefer & Arnett 2002 - 2003
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Anne Finley's Merrill Lynch Experience January 1999 - March 2005
Job Trader at Oak Ridge Investments
Industry Financial Services
Experience
Oak Ridge Investments March 2005 - Present
Merrill Lynch January 1999 - March 2005
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Oak Ridge Investments March 2005 - Present
Merrill Lynch January 1999 - March 2005
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Mohan Ramanathan, CFA's Merrill Lynch Experience April 2000 - March 2010
Job Senior Financial Services Executive
Industry Financial Services
Experience
Keefe, Bruyette & Woods July 2010 - November 2011
Merrill Lynch April 2000 - March 2010
Education
University of Illinois at Urbana-Champaign - College of Business
Keefe, Bruyette & Woods July 2010 - November 2011
Merrill Lynch April 2000 - March 2010
Education
University of Illinois at Urbana-Champaign - College of Business
Meridith Fronza's Merrill Lynch Experience 2002 - 2003
Job Senior Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP September 2003 - Present
Merrill Lynch 2002 - 2003
Skills
Financial Modeling, Employee Benefits, Accounting, Tax, Big 4, Tax Advisory
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Finance
Deloitte Tax LLP September 2003 - Present
Merrill Lynch 2002 - 2003
Skills
Financial Modeling, Employee Benefits, Accounting, Tax, Big 4, Tax Advisory
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Finance
Benjamin Zitter, CPA's Merrill Lynch Experience June 2004 - August 2004
Job Chief Operating Officer at ALL INBOX LLC
Industry Marketing and Advertising
Experience
ALL INBOX LLC January 2014 - Present
ALL INBOX LLC January 2012 - December 2013
ALL INBOX LLC January 2011 - December 2011
FTI Consulting January 2009 - December 2010
FTI Consulting March 2007 - December 2008
Alvarez and Marsal July 2006 - February 2007
Ernst & Young January 2005 - March 2005
Merrill Lynch June 2004 - August 2004
Skills
Due Diligence, Financial Analysis, Mergers, Valuation, Corporate Finance, SEC filings, Accounting, Business Valuation, Forensic Accounting, Financial Reporting, Sarbanes-Oxley Act, Email Marketing, Copywriting, Management, Analytics, Analysis, Auditing, Finance, Financial Modeling, Private Equity, Mergers
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
Master of Accounting Science, Accounting, Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science in Accounting, Accounting, Finance, Economics
ALL INBOX LLC January 2014 - Present
ALL INBOX LLC January 2012 - December 2013
ALL INBOX LLC January 2011 - December 2011
FTI Consulting January 2009 - December 2010
FTI Consulting March 2007 - December 2008
Alvarez and Marsal July 2006 - February 2007
Ernst & Young January 2005 - March 2005
Merrill Lynch June 2004 - August 2004
Skills
Due Diligence, Financial Analysis, Mergers, Valuation, Corporate Finance, SEC filings, Accounting, Business Valuation, Forensic Accounting, Financial Reporting, Sarbanes-Oxley Act, Email Marketing, Copywriting, Management, Analytics, Analysis, Auditing, Finance, Financial Modeling, Private Equity, Mergers
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
Master of Accounting Science, Accounting, Finance
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science in Accounting, Accounting, Finance, Economics
Cherian Philip's Merrill Lynch Experience 2004 - 2006
Job Vice President Finance at Data Innovations
Industry Medical Devices
Experience
Data Innovations, Inc. May 2013 - Present
GE Healthcare August 2012 - Present
GE Healthcare October 2011 - August 2012
GE Healthcare November 2008 - October 2011
GE Healthcare April 2007 - October 2008
Dillon Read Capital Management April 2006 - April 2007
Merrill Lynch 2004 - 2006
Skills
Cross-functional Team..., Financial Modeling, Mergers, Process Improvement, Financial Analysis, Forecasting, Financial Reporting, Healthcare Information..., Finance, Leadership, EMR, Business Process..., Investments, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor's Degree, Finance, General
Data Innovations, Inc. May 2013 - Present
GE Healthcare August 2012 - Present
GE Healthcare October 2011 - August 2012
GE Healthcare November 2008 - October 2011
GE Healthcare April 2007 - October 2008
Dillon Read Capital Management April 2006 - April 2007
Merrill Lynch 2004 - 2006
Skills
Cross-functional Team..., Financial Modeling, Mergers, Process Improvement, Financial Analysis, Forecasting, Financial Reporting, Healthcare Information..., Finance, Leadership, EMR, Business Process..., Investments, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor's Degree, Finance, General
John A. Staab's Merrill Lynch Experience 2000 - 2008
Job Principal at HKS Capital Advisors, LLC
Industry Investment Management
Experience
HKS Capital Advisors, LLC February 2012 - Present
Morgan Stanley Smith Barney April 2008 - November 2011
Merrill Lynch 2000 - 2008
Stafford Trading LLC September 1997 - December 1999
Skills
Investment Management, Investments, Capital Markets, Investment Banking, Investment Advisory, Bonds, Private Banking, Capital, Entrepreneurship, Family Office, Alternative Investments, Hedge Funds, Financial Advisory, Private Equity
Education
University of Illinois at Urbana-Champaign 1986 — 1989
BA, Economics
HKS Capital Advisors, LLC February 2012 - Present
Morgan Stanley Smith Barney April 2008 - November 2011
Merrill Lynch 2000 - 2008
Stafford Trading LLC September 1997 - December 1999
Skills
Investment Management, Investments, Capital Markets, Investment Banking, Investment Advisory, Bonds, Private Banking, Capital, Entrepreneurship, Family Office, Alternative Investments, Hedge Funds, Financial Advisory, Private Equity
Education
University of Illinois at Urbana-Champaign 1986 — 1989
BA, Economics
Kris Inton's Merrill Lynch Experience July 2006 - April 2009
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Guggenheim Securities September 2009 - January 2013
Merrill Lynch July 2006 - April 2009
Skills
Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Finance
Morningstar June 2013 - Present
Guggenheim Securities September 2009 - January 2013
Merrill Lynch July 2006 - April 2009
Skills
Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Finance
Patrick Guelah's Merrill Lynch Experience 2014 - Present
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 2014 - Present
Goldman Sachs 2011 - 2013
Morgan Stanley 2009 - 2011
IBM 2005 - 2009
Skills
Risk Management, Java, C++, Investment Management, Electronic Trading, Quantitative Research
Education
University of Washington
M.Sc., Comp. Finance & Risk Management, GPA 3.9/4.0
University of Illinois at Urbana-Champaign
M.Sc., Computer Science / Strategic Management, GPA 4.0/4.0
University of Nebraska-Lincoln
B.S., Computer Engineering
Universität Stuttgart
A.S., Computer Science
Merrill Lynch 2014 - Present
Goldman Sachs 2011 - 2013
Morgan Stanley 2009 - 2011
IBM 2005 - 2009
Skills
Risk Management, Java, C++, Investment Management, Electronic Trading, Quantitative Research
Education
University of Washington
M.Sc., Comp. Finance & Risk Management, GPA 3.9/4.0
University of Illinois at Urbana-Champaign
M.Sc., Computer Science / Strategic Management, GPA 4.0/4.0
University of Nebraska-Lincoln
B.S., Computer Engineering
Universität Stuttgart
A.S., Computer Science
Raphael Kiam's Merrill Lynch Experience November 2007 - December 2009
Job Vice President The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group August 2013 - Present
Wall Street Systems January 2010 - July 2013
Merrill Lynch November 2007 - December 2009
Ernst & Young May 2002 - October 2007
Arthur Andersen LLP September 2001 - May 2002
Skills
MBS, Interest Rate..., ABS, Commodities, Hedging, Derivatives, Capital Markets, Banking, Cash Flow, Commodity, Fixed Income, Valuation, Financial Services, Bloomberg, FX Options, Financial Risk, Accounting, Finance, Financial Markets, Market Risk
Education
University of Illinois at Urbana-Champaign 1997 — 2001
bachelors, Economics
The Blackstone Group August 2013 - Present
Wall Street Systems January 2010 - July 2013
Merrill Lynch November 2007 - December 2009
Ernst & Young May 2002 - October 2007
Arthur Andersen LLP September 2001 - May 2002
Skills
MBS, Interest Rate..., ABS, Commodities, Hedging, Derivatives, Capital Markets, Banking, Cash Flow, Commodity, Fixed Income, Valuation, Financial Services, Bloomberg, FX Options, Financial Risk, Accounting, Finance, Financial Markets, Market Risk
Education
University of Illinois at Urbana-Champaign 1997 — 2001
bachelors, Economics
Scott Refness's Merrill Lynch Experience April 2005 - June 2005
Job Treasury Analyst at EdwardElmhurst Healthcare
Industry Health, Wellness and Fitness
Experience
Edward-Elmhurst Healthcare May 2015 - Present
RR Donnelley & Sons Co October 2007 - April 2015
Millennium Rail August 2005 - August 2007
Merrill Lynch April 2005 - June 2005
Miller Resource Group 2003 March 2003 - September 2004
Skills
SAP, Accounts Receivable, Account Reconciliation, Analysis, Invoicing, Accounting, Management, Lotus Notes, Finance, Credit, Account Management, Microsoft Office
Education
University of Illinois at Chicago 2003 — 2005
Bachelor of Arts, Economics
Benet Academy 1993 — 1998
Edward-Elmhurst Healthcare May 2015 - Present
RR Donnelley & Sons Co October 2007 - April 2015
Millennium Rail August 2005 - August 2007
Merrill Lynch April 2005 - June 2005
Miller Resource Group 2003 March 2003 - September 2004
Skills
SAP, Accounts Receivable, Account Reconciliation, Analysis, Invoicing, Accounting, Management, Lotus Notes, Finance, Credit, Account Management, Microsoft Office
Education
University of Illinois at Chicago 2003 — 2005
Bachelor of Arts, Economics
Benet Academy 1993 — 1998
Ben Blumenthal's Merrill Lynch Experience June 2009 - August 2009
Job Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates May 2013 - Present
The Ayco Company, L.P. June 2011 - May 2013
Merrill Lynch June 2009 - August 2009
UBS Wealth Management July 2008 - July 2008
Hotchkiss Associates June 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Vector Marketing May 2006 - September 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science
DiMeo Schneider & Associates May 2013 - Present
The Ayco Company, L.P. June 2011 - May 2013
Merrill Lynch June 2009 - August 2009
UBS Wealth Management July 2008 - July 2008
Hotchkiss Associates June 2008 - June 2008
Merrill Lynch June 2007 - August 2007
Vector Marketing May 2006 - September 2006
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
Master of Science
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science
Bernie Kane's Merrill Lynch Experience July 1983 - April 1989
Job Founder and Chief Investment Officer at Meech Lake General Partner, LLC
Industry Capital Markets
Experience
Meech Lake General Partner, LLC January 2013 - Present
Sugar Creek Investment Management, LLC August 2013 - Present
Kane Asset Managemet, LLC July 2010 - September 2013
Gelber Group June 1998 - June 2010
Chicago Board of Trade December 1993 - June 1998
Fuji Securities May 1989 - November 1993
Merrill Lynch July 1983 - April 1989
Skills
Trading, Proprietary Trading, Options, Asset Management, Derivatives, Commodity, Trading Systems, Trading Strategies, Electronic Trading, Bloomberg, Hedging, Portfolio Management, Asset Managment, Equities, Fixed Income
Education
University of Chicago 1981 — 1983
MBA
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
BS, Accounting
Meech Lake General Partner, LLC January 2013 - Present
Sugar Creek Investment Management, LLC August 2013 - Present
Kane Asset Managemet, LLC July 2010 - September 2013
Gelber Group June 1998 - June 2010
Chicago Board of Trade December 1993 - June 1998
Fuji Securities May 1989 - November 1993
Merrill Lynch July 1983 - April 1989
Skills
Trading, Proprietary Trading, Options, Asset Management, Derivatives, Commodity, Trading Systems, Trading Strategies, Electronic Trading, Bloomberg, Hedging, Portfolio Management, Asset Managment, Equities, Fixed Income
Education
University of Chicago 1981 — 1983
MBA
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
BS, Accounting
Marty Kenny's Merrill Lynch Experience May 2011 - December 2011
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Raymond James Bank May 2012 - May 2013
Merrill Lynch May 2011 - December 2011
JPMorgan Chase November 2009 - November 2010
Morgan Stanley Wealth Management October 2002 - June 2009
Tellabs February 2000 - July 2002
Cardinal Health February 1989 - January 2000
Skills
Sales and Sales..., Wealth Management, Mortgage Lending, Series 7, Series 63, Series 24, Credit, Investments, International Business..., Business Development, Financial Services, Sales Management, Sales, Management
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, European History
Morgan Stanley May 2013 - Present
Raymond James Bank May 2012 - May 2013
Merrill Lynch May 2011 - December 2011
JPMorgan Chase November 2009 - November 2010
Morgan Stanley Wealth Management October 2002 - June 2009
Tellabs February 2000 - July 2002
Cardinal Health February 1989 - January 2000
Skills
Sales and Sales..., Wealth Management, Mortgage Lending, Series 7, Series 63, Series 24, Credit, Investments, International Business..., Business Development, Financial Services, Sales Management, Sales, Management
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, European History
Jeffrey Press's Merrill Lynch Experience January 1981 - Present
Job Senior Vice PresidentInvestments Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1981 - Present
Sara Lee November 1977 - January 1981
American Hospital Supply June 1973 - October 1977
Checkers,Simon and Rosner June 1971 - May 1973
Education
University of Illinois at Urbana-Champaign - College of Business 1967 — 1971
BS, Accounting
Merrill Lynch January 1981 - Present
Sara Lee November 1977 - January 1981
American Hospital Supply June 1973 - October 1977
Checkers,Simon and Rosner June 1971 - May 1973
Education
University of Illinois at Urbana-Champaign - College of Business 1967 — 1971
BS, Accounting
chad patton's Merrill Lynch Experience March 2013 - Present
Job Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2013 - Present
Simply Sunless airbrush studio July 2012 - Present
Baker Hotel Development Partners,LLC June 2008 - Present
Bernstein Global Wealth Management May 2010 - February 2013
Hunter Chase Capital Partners December 2008 - April 2010
Valeant Pharmaceuticals January 2001 - November 2008
Parke-Davis/Pfizer March 1996 - January 2001
Skills
Leadership, Retirement Planning, Strategic Planning, Managed Care, Product Launch, Investments, Financial Advisory, Management, Sales, Asset Allocation, Marketing Strategy, Sales Operations, Selling, Team Building, Pharmaceutical Industry, Estate Planning, Training, Business Development, Business Planning, Financial Services, Series 7, Finance, Wealth Management, Sales Management, Customer Service, New Business Development, Budgets, Public Speaking, Negotiation, Contract Negotiation, Marketing
Education
University of Illinois at Urbana-Champaign
Bachelor of Science
University of St. Francis
Masters, Health Administration
Merrill Lynch March 2013 - Present
Simply Sunless airbrush studio July 2012 - Present
Baker Hotel Development Partners,LLC June 2008 - Present
Bernstein Global Wealth Management May 2010 - February 2013
Hunter Chase Capital Partners December 2008 - April 2010
Valeant Pharmaceuticals January 2001 - November 2008
Parke-Davis/Pfizer March 1996 - January 2001
Skills
Leadership, Retirement Planning, Strategic Planning, Managed Care, Product Launch, Investments, Financial Advisory, Management, Sales, Asset Allocation, Marketing Strategy, Sales Operations, Selling, Team Building, Pharmaceutical Industry, Estate Planning, Training, Business Development, Business Planning, Financial Services, Series 7, Finance, Wealth Management, Sales Management, Customer Service, New Business Development, Budgets, Public Speaking, Negotiation, Contract Negotiation, Marketing
Education
University of Illinois at Urbana-Champaign
Bachelor of Science
University of St. Francis
Masters, Health Administration
Steven Monical's Merrill Lynch Experience 2005 - August 2009
Job VP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch / Bank of America 2009 - Present
Merrill Lynch 2005 - August 2009
Merrill Lynch 1995 - 2004
Sawhney Software 1984 - 1995
Skills
Business Analysis, Software Design, Product Development, Income Tax, Wealth Management, Retirement Planning, Retirement, Process Improvement, Project Management, Strategic Planning, Product Management, Cash Flow Forecasting, Programming, Team Leadership, Quality Assurance
Education
University of Illinois College of Law 1979 — 1982
JsD, Law / Taxation
University of Illinois at Urbana-Champaign 1976 — 1979
BS Engineering, Computer Science, Accounting
Merrill Lynch / Bank of America 2009 - Present
Merrill Lynch 2005 - August 2009
Merrill Lynch 1995 - 2004
Sawhney Software 1984 - 1995
Skills
Business Analysis, Software Design, Product Development, Income Tax, Wealth Management, Retirement Planning, Retirement, Process Improvement, Project Management, Strategic Planning, Product Management, Cash Flow Forecasting, Programming, Team Leadership, Quality Assurance
Education
University of Illinois College of Law 1979 — 1982
JsD, Law / Taxation
University of Illinois at Urbana-Champaign 1976 — 1979
BS Engineering, Computer Science, Accounting
Carol Biegel's Merrill Lynch Experience 1982 - 1985
Job Vice President at American Beacon Advisors
Industry Investment Management
Experience
American Beacon Advisors January 2010 - Present
Van Kampen Funds April 1985 - January 2009
Merrill Lynch 1982 - 1985
Education
University of Illinois at Urbana-Champaign
B.S., Business Marketing
American Beacon Advisors January 2010 - Present
Van Kampen Funds April 1985 - January 2009
Merrill Lynch 1982 - 1985
Education
University of Illinois at Urbana-Champaign
B.S., Business Marketing
Christopher Lally's Merrill Lynch Experience June 2011 - July 2012
Job Financial Advisor, Vice President at SANTANDER INVESTMENT SECURITIES
Industry Financial Services
Experience
SANTANDER INVESTMENT SECURITIES July 2014 - Present
Merrill Edge November 2012 - July 2014
Merrill Lynch June 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
sanofi-aventis 2005 - 2008
King Pharmaceuticals 2003 - 2005
inVentiv Health 2002 - 2003
Solvay Pharmaceuticals 1992 - 2002
Skills
Pharmaceutical Industry, Managed Care, Diabetes, Gastroenterology, Rheumatology, Sales, Sales Management, Management, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Financial Services, Fixed Annuities, Life Insurance, Investment Strategies, Insurance, Finance, Leadership, Investments, Sales Effectiveness, Product Launch
Education
University of Illinois at Urbana-Champaign
BA, Economics, International Economics
SANTANDER INVESTMENT SECURITIES July 2014 - Present
Merrill Edge November 2012 - July 2014
Merrill Lynch June 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
sanofi-aventis 2005 - 2008
King Pharmaceuticals 2003 - 2005
inVentiv Health 2002 - 2003
Solvay Pharmaceuticals 1992 - 2002
Skills
Pharmaceutical Industry, Managed Care, Diabetes, Gastroenterology, Rheumatology, Sales, Sales Management, Management, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Financial Services, Fixed Annuities, Life Insurance, Investment Strategies, Insurance, Finance, Leadership, Investments, Sales Effectiveness, Product Launch
Education
University of Illinois at Urbana-Champaign
BA, Economics, International Economics
Helen Chiang's Merrill Lynch Experience July 2006 - August 2007
Job Credit Underwriting Officer at BancorpSouth
Industry Banking
Experience
BancorpSouth January 2011 - Present
Regions Bank August 2009 - January 2011
GE Capital August 2007 - February 2009
Merrill Lynch July 2006 - August 2007
Merrill Lynch Business Financial Services January 2006 - August 2007
Merrill Lynch Business Financial Services October 2004 - December 2005
Merrill Lynch Business Financial Services July 2001 - October 2004
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
BS, Finance
BancorpSouth January 2011 - Present
Regions Bank August 2009 - January 2011
GE Capital August 2007 - February 2009
Merrill Lynch July 2006 - August 2007
Merrill Lynch Business Financial Services January 2006 - August 2007
Merrill Lynch Business Financial Services October 2004 - December 2005
Merrill Lynch Business Financial Services July 2001 - October 2004
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
BS, Finance
Alan Fonner's Merrill Lynch Experience May 2015 - Present
Job Market Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch January 2015 - Present
Merrill Lynch December 1994 - Present
AG Edwards & sons September 1991 - December 1994
Skills
Series 63, Alternative Investments
Education
University of Illinois at Urbana-Champaign 1976 — 1980
BA, Finance and Financial Management Services
Merrill Lynch May 2015 - Present
Merrill Lynch January 2015 - Present
Merrill Lynch December 1994 - Present
AG Edwards & sons September 1991 - December 1994
Skills
Series 63, Alternative Investments
Education
University of Illinois at Urbana-Champaign 1976 — 1980
BA, Finance and Financial Management Services
Sam Arpino's Merrill Lynch Experience April 2015 - Present
Job VP, Merrill Lynch Banking Advisor
Industry Banking
Experience
Merrill Lynch April 2015 - Present
Bank of America February 2012 - Present
MetLife Home Loans June 2010 - February 2012
Bank of America April 2006 - August 2010
Skills
Mortgage Lending, Loans, Banking, Customer Service, Credit Analysis, Refinance, Real Estate, Residential Mortgages, Mortgage Banking, Investment Properties, First Time Home Buyers, Credit, Underwriting, Loan Origination, FHA financing, VA loans, Sales, Finance, Consumer Lending, Real Estate Financing, Wealth Management, Construction Loans, Investments, Portfolio Management
Education
University of Illinois at Chicago 1997 — 2001
Mathematical Computer Science
Merrill Lynch April 2015 - Present
Bank of America February 2012 - Present
MetLife Home Loans June 2010 - February 2012
Bank of America April 2006 - August 2010
Skills
Mortgage Lending, Loans, Banking, Customer Service, Credit Analysis, Refinance, Real Estate, Residential Mortgages, Mortgage Banking, Investment Properties, First Time Home Buyers, Credit, Underwriting, Loan Origination, FHA financing, VA loans, Sales, Finance, Consumer Lending, Real Estate Financing, Wealth Management, Construction Loans, Investments, Portfolio Management
Education
University of Illinois at Chicago 1997 — 2001
Mathematical Computer Science
JoAnn Nolley's Merrill Lynch Experience January 1996 - Present
Job Ultra High Net Worth Segment Manager, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1996 - Present
Skills
Financial Planning, Wealth Management, Series 7, Portfolio Management, Asset Management, Investments, Equities, Fixed Income
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Finance, General
University of South Alabama
Master of Business Administration (MBA)
Merrill Lynch January 1996 - Present
Skills
Financial Planning, Wealth Management, Series 7, Portfolio Management, Asset Management, Investments, Equities, Fixed Income
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (BS), Finance, General
University of South Alabama
Master of Business Administration (MBA)
Barry Calhoun's Merrill Lynch Experience May 1995 - May 2003
Job Managing Director at Larson Capital Management
Industry Investment Banking
Experience
Larson Capital Management July 2015 - Present
Fifth Third Bank January 2014 - May 2015
K Squared Search March 2013 - December 2013
411 Investments, LLC March 2011 - February 2013
U.S. Trust, Bank of America Private Wealth Management May 2006 - April 2011
US Bank June 2003 - April 2006
Merrill Lynch May 1995 - May 2003
Skills
Wealth Management, Estate Planning, Private Equity, Credit, Finance, Alternative Investments, Investment Advisory, Investment Strategies, Private Banking, Portfolio Management, Retirement Planning, Asset Managment, Investments, Asset Allocation, Strategic Financial..., Banking, Securities, Fixed Income, Equities, Financial Advisory, Financial Modeling, Series 7, Hedge Funds, Financial Services, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
BS, Finance
Larson Capital Management July 2015 - Present
Fifth Third Bank January 2014 - May 2015
K Squared Search March 2013 - December 2013
411 Investments, LLC March 2011 - February 2013
U.S. Trust, Bank of America Private Wealth Management May 2006 - April 2011
US Bank June 2003 - April 2006
Merrill Lynch May 1995 - May 2003
Skills
Wealth Management, Estate Planning, Private Equity, Credit, Finance, Alternative Investments, Investment Advisory, Investment Strategies, Private Banking, Portfolio Management, Retirement Planning, Asset Managment, Investments, Asset Allocation, Strategic Financial..., Banking, Securities, Fixed Income, Equities, Financial Advisory, Financial Modeling, Series 7, Hedge Funds, Financial Services, Capital Markets
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
BS, Finance
Gregory Schuh's Merrill Lynch Experience 2006 - 2006
Job
Industry Machinery
Experience
The Crosby Group 2014 - Present
MedAssets 2013 - 2014
Dell 2009 - 2013
McKinsey & Company 2007 - 2009
Merrill Lynch 2006 - 2006
Education
University of Illinois at Urbana-Champaign
B.S., Aerospace Engineering
The Crosby Group 2014 - Present
MedAssets 2013 - 2014
Dell 2009 - 2013
McKinsey & Company 2007 - 2009
Merrill Lynch 2006 - 2006
Education
University of Illinois at Urbana-Champaign
B.S., Aerospace Engineering
Ryan Begley's Merrill Lynch Experience August 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
LiveWatch Security - Wireless Home Security Systems September 2014 - April 2015
PHH Mortgage November 2012 - August 2014
Deerfield School District 109 June 2009 - August 2012
Potbelly Sandwich Works May 2008 - August 2008
Midas International June 2007 - August 2007
Skills
Environmental Issues, Writing, Customer Satisfaction, Customer Service, Microsoft Office, Accounting, Time Management, Training, Retail, Microsoft Word, Team Building, Microsoft Excel, Data Entry, PowerPoint, Leadership, Access, Outlook, Recruiting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's degree, Earth Systems Society and the Environment
Merrill Lynch August 2015 - Present
LiveWatch Security - Wireless Home Security Systems September 2014 - April 2015
PHH Mortgage November 2012 - August 2014
Deerfield School District 109 June 2009 - August 2012
Potbelly Sandwich Works May 2008 - August 2008
Midas International June 2007 - August 2007
Skills
Environmental Issues, Writing, Customer Satisfaction, Customer Service, Microsoft Office, Accounting, Time Management, Training, Retail, Microsoft Word, Team Building, Microsoft Excel, Data Entry, PowerPoint, Leadership, Access, Outlook, Recruiting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's degree, Earth Systems Society and the Environment
Jason J. Crouch, CRPC®'s Merrill Lynch Experience May 2001 - August 2004
Job Vice President Financial Advisor at Ziegler Wealth Management
Industry Investment Management
Experience
Ziegler Wealth Management September 2004 - Present
Merrill Lynch May 2001 - August 2004
Scudder Investments 2000 - 2001
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Income Protection, Fixed Income Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Investments
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (B.S.), Finance
Hononegah High School 1992 — 1996
Ziegler Wealth Management September 2004 - Present
Merrill Lynch May 2001 - August 2004
Scudder Investments 2000 - 2001
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Income Protection, Fixed Income Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Investments
Education
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelor of Science (B.S.), Finance
Hononegah High School 1992 — 1996
Kathleen Nash's Merrill Lynch Experience July 2010 - September 2011
Job Senior Consultant at Protiviti
Industry Financial Services
Experience
Protiviti January 2015 - Present
PwC September 2011 - January 2015
Merrill Lynch July 2010 - September 2011
UBS May 2008 - August 2008
Skills
Data Analysis, Management Consulting, Microsoft Office, Management, Financial Analysis, Analysis, Risk Management, Finance, Financial Modeling, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor of Science (BS), Economics
Protiviti January 2015 - Present
PwC September 2011 - January 2015
Merrill Lynch July 2010 - September 2011
UBS May 2008 - August 2008
Skills
Data Analysis, Management Consulting, Microsoft Office, Management, Financial Analysis, Analysis, Risk Management, Finance, Financial Modeling, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2006 — 2009
Bachelor of Science (BS), Economics
Michael Sibley II's Merrill Lynch Experience March 1991 - March 1993
Job Environmental Scientist at US EPA
Industry Government Administration
Experience
US EPA November 1993 - Present
US Navy January 1980 - February 2009
Merrill Lynch March 1991 - March 1993
Skills
Emergency Management, HAZWOPER, National Security, Homeland Security, Government, Contingency Planning, Disaster Response, Intelligence Analysis, Federal Government, RCRA, Government Contracting, Sustainability, Environmental Health, Risk Assessment, Mitigation, Security Clearance, NIMS, Environmental Impact..., Government Procurement, Intelligence, Defense, Environmental Science, Training, Environmental Compliance, Public Policy, Program Management, Remediation, Exercises, Emergency Services, Leadership, Waste Management, Military Operations, Hazardous Materials, Environmental Awareness, Navy, Public Safety, Military Experience, Environmental Policy, Operational Planning, Crisis Management, Hazardous Waste..., Information Assurance, Weapons of Mass..., Program Development, Hazardous Materials..., Preparedness, Organizational..., Community Outreach, Policy Analysis, Proposal Writing
Education
University of Illinois at Urbana-Champaign 1974 — 1980
Bachelor of Science (BS), Science
US EPA November 1993 - Present
US Navy January 1980 - February 2009
Merrill Lynch March 1991 - March 1993
Skills
Emergency Management, HAZWOPER, National Security, Homeland Security, Government, Contingency Planning, Disaster Response, Intelligence Analysis, Federal Government, RCRA, Government Contracting, Sustainability, Environmental Health, Risk Assessment, Mitigation, Security Clearance, NIMS, Environmental Impact..., Government Procurement, Intelligence, Defense, Environmental Science, Training, Environmental Compliance, Public Policy, Program Management, Remediation, Exercises, Emergency Services, Leadership, Waste Management, Military Operations, Hazardous Materials, Environmental Awareness, Navy, Public Safety, Military Experience, Environmental Policy, Operational Planning, Crisis Management, Hazardous Waste..., Information Assurance, Weapons of Mass..., Program Development, Hazardous Materials..., Preparedness, Organizational..., Community Outreach, Policy Analysis, Proposal Writing
Education
University of Illinois at Urbana-Champaign 1974 — 1980
Bachelor of Science (BS), Science
Jack Najarian's Merrill Lynch Experience August 2007 - December 2007
Job Lawyer
Industry Law Practice
Experience
Carriage Services July 2015 - Present
Todd, Barron, Thomason, & Hudman P.C. August 2012 - July 2015
City of Chicago Law Department June 2011 - July 2011
Harris County Office of the District Attorney May 2010 - July 2010
Collaborative for Children - ExxonMobil Community Jobs Program June 2008 - July 2008
U.S House of Representatives - Congressman Nick Lampson's Office January 2008 - May 2008
Merrill Lynch August 2007 - December 2007
Skills
LEED AP Building Design..., Due Diligence, Bankruptcy, Real Estate, Mergers, Corporate Law, Oil & Gas Industry, Estate Tax Planning, Estate Planning, Mediation, Mergers, Private Equity, Legal Writing, Legal Research, Leadership, Financial Analysis, Courts, Corporate Governance, Microsoft Office
Education
University of Illinois College of Law 2009 — 2012
J.D., Law
University of Houston Honors College 2005 — 2009
Bachelor of Arts, Economics, Political Science, Classical Studies (minor)
Carriage Services July 2015 - Present
Todd, Barron, Thomason, & Hudman P.C. August 2012 - July 2015
City of Chicago Law Department June 2011 - July 2011
Harris County Office of the District Attorney May 2010 - July 2010
Collaborative for Children - ExxonMobil Community Jobs Program June 2008 - July 2008
U.S House of Representatives - Congressman Nick Lampson's Office January 2008 - May 2008
Merrill Lynch August 2007 - December 2007
Skills
LEED AP Building Design..., Due Diligence, Bankruptcy, Real Estate, Mergers, Corporate Law, Oil & Gas Industry, Estate Tax Planning, Estate Planning, Mediation, Mergers, Private Equity, Legal Writing, Legal Research, Leadership, Financial Analysis, Courts, Corporate Governance, Microsoft Office
Education
University of Illinois College of Law 2009 — 2012
J.D., Law
University of Houston Honors College 2005 — 2009
Bachelor of Arts, Economics, Political Science, Classical Studies (minor)
Daniel Petree's Merrill Lynch Experience June 1980 - April 1990
Job Owner, Cornerstone
Industry Investment Management
Experience
Cornerstone Investment Management, LLC January 2009 - Present
CBOT April 1999 - January 2009
Lehman Brothers June 1997 - January 1999
Merrill Lynch June 1980 - April 1990
The Northern Trust Company April 1978 - February 1980
Skills
Investments
Education
University of Illinois at Urbana-Champaign 1972 — 1976
BA, Finance
Cornerstone Investment Management, LLC January 2009 - Present
CBOT April 1999 - January 2009
Lehman Brothers June 1997 - January 1999
Merrill Lynch June 1980 - April 1990
The Northern Trust Company April 1978 - February 1980
Skills
Investments
Education
University of Illinois at Urbana-Champaign 1972 — 1976
BA, Finance
Chris Newton, CFP®'s Merrill Lynch Experience June 2004 - April 2009
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services April 2009 - Present
Merrill Lynch June 2004 - April 2009
Chicago Board of Trade June 1993 - May 2004
Education
University of Illinois at Urbana-Champaign
Business
UBS Financial Services April 2009 - Present
Merrill Lynch June 2004 - April 2009
Chicago Board of Trade June 1993 - May 2004
Education
University of Illinois at Urbana-Champaign
Business
Zain Dhanani's Merrill Lynch Experience September 2010 - December 2010
Job Experienced Consultant, Advanced Analytics at West Monroe Partners
Industry Management Consulting
Experience
West Monroe Partners August 2015 - Present
FTI Consulting August 2014 - Present
Baker Tilly Virchow Krause, LLP July 2013 - August 2014
ESPN September 2012 - November 2012
Deloitte June 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Skills
Access, Financial Analysis, Data Analysis, Auditing, Social Media, Accounting, PowerPoint, Microsoft Excel, Research, Leadership, Public Speaking, Statistical Data..., Business Strategy, Management, Cognos, Teradata, SQL, Microsoft Office, Microsoft Word, Ringtail, E-Discovery Consulting, Document Management, Litigation Support, Document Review
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Accounting
West Monroe Partners August 2015 - Present
FTI Consulting August 2014 - Present
Baker Tilly Virchow Krause, LLP July 2013 - August 2014
ESPN September 2012 - November 2012
Deloitte June 2011 - August 2011
Merrill Lynch September 2010 - December 2010
Skills
Access, Financial Analysis, Data Analysis, Auditing, Social Media, Accounting, PowerPoint, Microsoft Excel, Research, Leadership, Public Speaking, Statistical Data..., Business Strategy, Management, Cognos, Teradata, SQL, Microsoft Office, Microsoft Word, Ringtail, E-Discovery Consulting, Document Management, Litigation Support, Document Review
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.), Accounting
Matthew Roos's Merrill Lynch Experience 2008 - 2008
Job Analyst Transfer Agency at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation 2014 - Present
Guggenheim Funds Distributors, Inc 2011 - 2013
Northwestern Mutual 2010 - 2010
Campus Recreation 2008 - 2009
Merrill Lynch 2008 - 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Outlook, Economics, Mutual Funds, Financial Recruiting, Business Development, Finance, Financial Markets, Financial Services, Investments
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (B.S.), Economics
Glenbard South
Glenbard South
Glenbard South
Northern Trust Corporation 2014 - Present
Guggenheim Funds Distributors, Inc 2011 - 2013
Northwestern Mutual 2010 - 2010
Campus Recreation 2008 - 2009
Merrill Lynch 2008 - 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Outlook, Economics, Mutual Funds, Financial Recruiting, Business Development, Finance, Financial Markets, Financial Services, Investments
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (B.S.), Economics
Glenbard South
Glenbard South
Glenbard South
Eric Choragwicki's Merrill Lynch Experience June 2010 - August 2010
Job Global Commercial Banking Credit Analyst at Bank of America
Industry Banking
Experience
Bank of America June 2012 - Present
Concord Financial Advisors, LLC December 2010 - January 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Financial Modeling, Research, Teamwork, Public Speaking, Data Analysis, Corporate Finance, Leadership, Analysis, Access, Financial Reporting, Business Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor of Science (BS), Finance, General
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor of Science (BS), Accounting
University of Melbourne - Melbourne Business School 2011 — 2011
Bank of America June 2012 - Present
Concord Financial Advisors, LLC December 2010 - January 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Financial Modeling, Research, Teamwork, Public Speaking, Data Analysis, Corporate Finance, Leadership, Analysis, Access, Financial Reporting, Business Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor of Science (BS), Finance, General
University of Illinois at Urbana-Champaign - College of Business 2009 — 2012
Bachelor of Science (BS), Accounting
University of Melbourne - Melbourne Business School 2011 — 2011
Divesh Patel's Merrill Lynch Experience May 2011 - August 2011
Job Client Service Analyst at bswift
Industry Financial Services
Experience
bswift March 2015 - Present
bswift September 2014 - February 2015
Best Western Airport Inn August 2012 - September 2014
Best Western Airport Inn May 2008 - August 2012
Merrill Lynch May 2011 - August 2011
Aviar Financials P.C June 2008 - August 2008
Skills
Finance, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Leadership, Analysis, Research, Public Speaking, Financial Analysis, Access
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Finance, Finance, General
bswift March 2015 - Present
bswift September 2014 - February 2015
Best Western Airport Inn August 2012 - September 2014
Best Western Airport Inn May 2008 - August 2012
Merrill Lynch May 2011 - August 2011
Aviar Financials P.C June 2008 - August 2008
Skills
Finance, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Leadership, Analysis, Research, Public Speaking, Financial Analysis, Access
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Finance, Finance, General
Jeremy Hoh's Merrill Lynch Experience May 2002 - December 2002
Job Product Manager at LG Electronics
Industry Consumer Electronics
Experience
LG Electronics November 2011 - Present
LG Electronics May 2011 - November 2011
LG Electronics January 2008 - May 2011
LG Electronics January 2007 - December 2007
LG Electronics December 2004 - December 2006
Merrill Lynch May 2002 - December 2002
Skills
Fluent in Korean,..., Product Marketing, Product Management, Demand Planning, Consumer Electronics, Competitive Analysis, Marketing Management, Market Analysis, Product Development, Pricing, Brand Management, Marketing, Sales Management, Inventory Management, Cross-functional Team..., CRM, Supply Chain Management
Education
University of Illinois at Urbana-Champaign 1999 — 2004
Bachelor's degree, Economics & Spanish Literature
LG Electronics November 2011 - Present
LG Electronics May 2011 - November 2011
LG Electronics January 2008 - May 2011
LG Electronics January 2007 - December 2007
LG Electronics December 2004 - December 2006
Merrill Lynch May 2002 - December 2002
Skills
Fluent in Korean,..., Product Marketing, Product Management, Demand Planning, Consumer Electronics, Competitive Analysis, Marketing Management, Market Analysis, Product Development, Pricing, Brand Management, Marketing, Sales Management, Inventory Management, Cross-functional Team..., CRM, Supply Chain Management
Education
University of Illinois at Urbana-Champaign 1999 — 2004
Bachelor's degree, Economics & Spanish Literature
Mickey Luth's Merrill Lynch Experience 1992 - 1996
Job Director, Commodity Price Analysis (Grains and Soy Complex) at Informa Economics
Industry Market Research
Experience
Informa Economics November 2005 - Present
Merrill Lynch 1992 - 1996
Shearson-Lehman Brothers 1986 - 1992
LaSalle Commodity Research/Parrott Corporation 1981 - 1986
Skills
Commodity, Grain, Soybean, Data Analysis, Economics, Econometrics, Market Analysis, Forecasting, Statistics, Quantitative Research, Statistical Modeling, Time Series Analysis
Education
University of Illinois at Urbana-Champaign
MS, Ag Econ
University of Wisconsin-Platteville
BS, Ag Econ
Informa Economics November 2005 - Present
Merrill Lynch 1992 - 1996
Shearson-Lehman Brothers 1986 - 1992
LaSalle Commodity Research/Parrott Corporation 1981 - 1986
Skills
Commodity, Grain, Soybean, Data Analysis, Economics, Econometrics, Market Analysis, Forecasting, Statistics, Quantitative Research, Statistical Modeling, Time Series Analysis
Education
University of Illinois at Urbana-Champaign
MS, Ag Econ
University of Wisconsin-Platteville
BS, Ag Econ
Linda Zenunovic's Merrill Lynch Experience 2007 - 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2011 - Present
Merrill Lynch 2007 - 2009
American Century Investments 1999 - 2005
Morgan Stanley 1989 - 1999
Waterhouse Securities, Inc 1985 - 1989
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Wells Fargo Advisors, LLC May 2011 - Present
Merrill Lynch 2007 - 2009
American Century Investments 1999 - 2005
Morgan Stanley 1989 - 1999
Waterhouse Securities, Inc 1985 - 1989
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Kwame Atiogbe's Merrill Lynch Experience June 2006 - December 2007
Job Program Administrator at Chicago Public Schools
Industry Education Management
Experience
Chicago Public Schools August 2012 - October 2014
Chicago Public Schools October 2011 - August 2012
University of Chicago September 2008 - June 2010
Merrill Lynch June 2006 - December 2007
Skills
Nonprofits, Public Speaking, Research, Grant Writing, Community Outreach, Customer Service, Qualitative Research, Training, Program Management, Project Planning, Teaching, Program Development, Higher Education, Event Planning, Data Analysis, Human Resources
Education
University of Chicago 2010 — 2011
Master of Arts in Social Sciences, Sociology, Human Development, and Social Work
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts, Political Science and Sociology
Chicago Public Schools August 2012 - October 2014
Chicago Public Schools October 2011 - August 2012
University of Chicago September 2008 - June 2010
Merrill Lynch June 2006 - December 2007
Skills
Nonprofits, Public Speaking, Research, Grant Writing, Community Outreach, Customer Service, Qualitative Research, Training, Program Management, Project Planning, Teaching, Program Development, Higher Education, Event Planning, Data Analysis, Human Resources
Education
University of Chicago 2010 — 2011
Master of Arts in Social Sciences, Sociology, Human Development, and Social Work
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts, Political Science and Sociology
Janos Pilenyi's Merrill Lynch Experience 1996 - 2002
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America 2012 - Present
Morgan Stanley 2003 - April 2012
Merrill Lynch 1996 - 2002
Information Builders 1994 - 1996
Education
University of Illinois at Urbana-Champaign
BS, Math/Computer Science
Bank of America 2012 - Present
Morgan Stanley 2003 - April 2012
Merrill Lynch 1996 - 2002
Information Builders 1994 - 1996
Education
University of Illinois at Urbana-Champaign
BS, Math/Computer Science
Yuanwei (Wayne) Gao's Merrill Lynch Experience June 2010 - July 2010
Job Compliance Examiner at National Futures Association
Industry Financial Services
Experience
National Futures Association January 2014 - Present
People's Bank of China July 2013 - August 2013
World Health Organization July 2012 - August 2012
China Financial Services December 2010 - May 2011
Merrill Lynch June 2010 - July 2010
Merrill Lynch December 2009 - January 2010
Summit Mortgage Bankers,Inc. November 2007 - June 2008
Skills
Microsoft Excel, PowerPoint, Capital IQ, Bloomberg, SQL, National and New York..., New York State Life..., Mandarin, Financial Reporting, Finance, Analysis, Financial Analysis, Auditing, Valuation, Equities, Investment Banking, QuickBooks, Financial Modeling, Corporate Finance, Management, General Ledger
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Beijing No. 2 Middle School 2004 — 2007
National Futures Association January 2014 - Present
People's Bank of China July 2013 - August 2013
World Health Organization July 2012 - August 2012
China Financial Services December 2010 - May 2011
Merrill Lynch June 2010 - July 2010
Merrill Lynch December 2009 - January 2010
Summit Mortgage Bankers,Inc. November 2007 - June 2008
Skills
Microsoft Excel, PowerPoint, Capital IQ, Bloomberg, SQL, National and New York..., New York State Life..., Mandarin, Financial Reporting, Finance, Analysis, Financial Analysis, Auditing, Valuation, Equities, Investment Banking, QuickBooks, Financial Modeling, Corporate Finance, Management, General Ledger
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Accounting
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Beijing No. 2 Middle School 2004 — 2007
Terry Mieling's Merrill Lynch Experience August 1997 - July 2014
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1997 - July 2014
John Nuveen & Co. March 1981 - August 1997
EY October 1975 - March 1981
Education
University of Illinois at Urbana-Champaign 1971 — 1973
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1967 — 1971
Bachelor's of Science, Biochemistry
Merrill Lynch August 1997 - July 2014
John Nuveen & Co. March 1981 - August 1997
EY October 1975 - March 1981
Education
University of Illinois at Urbana-Champaign 1971 — 1973
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1967 — 1971
Bachelor's of Science, Biochemistry
Gregory Reinhardt's Merrill Lynch Experience April 1995 - March 2003
Job Systematic Futures Trader
Industry Investment Banking
Experience
Self-employed October 2007 - Present
HSBC Securities Inc. April 2003 - June 2007
Merrill Lynch April 1995 - March 2003
Skills
Trading Systems, Capital Management, Interest Rate..., Fixed Income
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Political Science and Government
Self-employed October 2007 - Present
HSBC Securities Inc. April 2003 - June 2007
Merrill Lynch April 1995 - March 2003
Skills
Trading Systems, Capital Management, Interest Rate..., Fixed Income
Education
University of Illinois at Urbana-Champaign 1984 — 1988
BS, Political Science and Government
Sharon Nguyen's Merrill Lynch Experience July 2003 - July 2008
Job Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2008 - Present
Merrill Lynch July 2003 - July 2008
Betzold Research & Trading March 2001 - June 2003
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science (B.S.), Mathematics
Glenbard South High School 1989 — 1993
RBC Wealth Management August 2008 - Present
Merrill Lynch July 2003 - July 2008
Betzold Research & Trading March 2001 - June 2003
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science (B.S.), Mathematics
Glenbard South High School 1989 — 1993
Yale Jaffe's Merrill Lynch Experience June 1993 - January 1999
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade May 2015 - Present
TD Ameritrade February 2012 - May 2015
LPL Finanical March 2005 - January 2012
Mesirow Financial February 1999 - January 2005
Merrill Lynch June 1993 - January 1999
Skills
Investments, Personal Financial..., Marketing, Portfolio Performance..., Sales Management, Financial Services, Retirement Planning, Sales Presentations, Public Speaking, University Teaching, Sales Process, Finance, Asset Allocation, Investors, Portfolio Management, Wealth Management, Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1972 — 1978
Master's of Finance, Finance, General
Scottrade May 2015 - Present
TD Ameritrade February 2012 - May 2015
LPL Finanical March 2005 - January 2012
Mesirow Financial February 1999 - January 2005
Merrill Lynch June 1993 - January 1999
Skills
Investments, Personal Financial..., Marketing, Portfolio Performance..., Sales Management, Financial Services, Retirement Planning, Sales Presentations, Public Speaking, University Teaching, Sales Process, Finance, Asset Allocation, Investors, Portfolio Management, Wealth Management, Management, Risk Management
Education
University of Illinois at Urbana-Champaign 1972 — 1978
Master's of Finance, Finance, General
Craig Gallimore's Merrill Lynch Experience DirectorMerrill LynchJuly 1986 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch DirectorMerrill LynchJuly 1986 - Present
Skills
Corporate Finance, Customer Service, Financial Analysis, Financial Modeling, Fixed Income, Valuation
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Arts (B.A.), Finance and Economics
Merrill Lynch DirectorMerrill LynchJuly 1986 - Present
Skills
Corporate Finance, Customer Service, Financial Analysis, Financial Modeling, Fixed Income, Valuation
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Arts (B.A.), Finance and Economics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank