Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Sean Denney Sean Denney's Merrill Lynch Experience 1998 - 1999
Job Lobbyist at Illinois Education Association
Industry Primary/Secondary Education
Experience
Illinois Education Association January 2008 - Present
Evanston Township High School August 2001 - December 2007
Merrill Lynch 1998 - 1999
Skills
Teaching, Legislative Relations, Grant Writing, Public Speaking, Curriculum Design, Community Outreach, Leadership, Staff Development, Research, Editing, Public Relations, Public Policy, Higher Education, Policy Analysis, Event Planning, Nonprofits, Press Releases, Political Campaigns, Government, Program Development, Politics, Policy, Legal Writing, Direct Lobbying, Newsletters, Education Policy, K-12, Coalitions, Lobbying
Education
National Louis University 1999 — 2001
Master of Education (M.Ed.), Secondary Education and Teaching
University of Iowa 1994 — 1998
Bachelor's degree, English Language and Literature, General
Evanston Township High School 1988 — 1992
Illinois Education Association January 2008 - Present
Evanston Township High School August 2001 - December 2007
Merrill Lynch 1998 - 1999
Skills
Teaching, Legislative Relations, Grant Writing, Public Speaking, Curriculum Design, Community Outreach, Leadership, Staff Development, Research, Editing, Public Relations, Public Policy, Higher Education, Policy Analysis, Event Planning, Nonprofits, Press Releases, Political Campaigns, Government, Program Development, Politics, Policy, Legal Writing, Direct Lobbying, Newsletters, Education Policy, K-12, Coalitions, Lobbying
Education
National Louis University 1999 — 2001
Master of Education (M.Ed.), Secondary Education and Teaching
University of Iowa 1994 — 1998
Bachelor's degree, English Language and Literature, General
Evanston Township High School 1988 — 1992
Bryant Merryman Bryant Merryman's Merrill Lynch Experience March 2015 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Allstate August 2014 - March 2015
The University of Iowa August 2012 - May 2014
Oppenheimer & Co. May 2013 - August 2013
Skills
Banking, SAP, Portfolio Management, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Mac, PC, Wealth Management, Financial Modeling, Financial Accounting, Financial Analysis
Education
University of Iowa 2010 — 2014
Bachelor's degree, Finance
Carmel Catholic High School 2006 — 2010
Merrill Lynch March 2015 - Present
Allstate August 2014 - March 2015
The University of Iowa August 2012 - May 2014
Oppenheimer & Co. May 2013 - August 2013
Skills
Banking, SAP, Portfolio Management, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Mac, PC, Wealth Management, Financial Modeling, Financial Accounting, Financial Analysis
Education
University of Iowa 2010 — 2014
Bachelor's degree, Finance
Carmel Catholic High School 2006 — 2010
Matt Stasie Matt Stasie's Merrill Lynch Experience May 2011 - August 2011
Job Investment Analyst at Morgan Stanley Alternative Investment Partners
Industry Financial Services
Experience
Morgan Stanley Alternative Investment Partners January 2015 - Present
PNC Capital Markets LLC June 2013 - December 2014
PNC June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
Morgan Stanley Alternative Investment Partners January 2015 - Present
PNC Capital Markets LLC June 2013 - December 2014
PNC June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
University of Kentucky 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
Ryan Shouse's Merrill Lynch Experience June 2011 - August 2011
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
Fidelity Investments March 2013 - November 2013
Fidelity Investments June 2012 - March 2013
University of Kentucky August 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch Wealth Management June 2011 - August 2011
Highland Country Club March 2006 - May 2011
Skills
PowerPoint, Excel, Word, Microsoft Office, Customer Service
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Kentucky 2008 — 2012
B.S, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments December 2013 - January 2015
Fidelity Investments March 2013 - November 2013
Fidelity Investments June 2012 - March 2013
University of Kentucky August 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Merrill Lynch Wealth Management June 2011 - August 2011
Highland Country Club March 2006 - May 2011
Skills
PowerPoint, Excel, Word, Microsoft Office, Customer Service
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Kentucky 2008 — 2012
B.S, Finance
Seth Lawless's Merrill Lynch Experience June 2010 - Present
Job Wealth Management Advisor with the OsborneWeberKey Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
Wilmore Aquatics Club, Inc January 2006 - July 2012
UBS July 2009 - June 2010
Independent Contractor January 2007 - January 2009
Corban Enterprises January 2002 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Investments, Portfolio Management, Bloomberg, Uniform Combined State..., Financial Modeling, Mutual Funds, Strategic Financial..., Derivatives, Asset Allocation, Series 66, Financial Advisory, Analysis, Securities, Investment Strategies, Finance, Asset Management, Series 63, Alternative Investments, Economics, Valuation, Investment Management, Financial Planning
Education
University of Kentucky 2006 — 2010
BBA, Finance and Management Double Major
Lexington Christian Academy 2002 — 2006
Merrill Lynch June 2010 - Present
Wilmore Aquatics Club, Inc January 2006 - July 2012
UBS July 2009 - June 2010
Independent Contractor January 2007 - January 2009
Corban Enterprises January 2002 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Investments, Portfolio Management, Bloomberg, Uniform Combined State..., Financial Modeling, Mutual Funds, Strategic Financial..., Derivatives, Asset Allocation, Series 66, Financial Advisory, Analysis, Securities, Investment Strategies, Finance, Asset Management, Series 63, Alternative Investments, Economics, Valuation, Investment Management, Financial Planning
Education
University of Kentucky 2006 — 2010
BBA, Finance and Management Double Major
Lexington Christian Academy 2002 — 2006
Amanda Payton's Merrill Lynch Experience May 2005 - August 2005
Job Attorney at Rasansky Law Firm
Industry Law Practice
Experience
Rasansky Law Firm November 2012 - Present
Fell & Wood LLP November 2011 - November 2012
Special Counsel 2011 - November 2011
Riling, Burkhead & Nitcher, Chtd. October 2010 - May 2011
McAnany, Van Cleave & Phillips, PA May 2009 - August 2009
United States District Court District of Kansas May 2009 - June 2009
Glenn E. Bradford & Associates June 2008 - May 2009
White & Case LLP July 2007 - July 2008
Merrill Lynch May 2005 - August 2005
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
Bachelor of Science, Marketing; Entertainment, Media, and Technology
University of Kansas School of Law
J.D
Rasansky Law Firm November 2012 - Present
Fell & Wood LLP November 2011 - November 2012
Special Counsel 2011 - November 2011
Riling, Burkhead & Nitcher, Chtd. October 2010 - May 2011
McAnany, Van Cleave & Phillips, PA May 2009 - August 2009
United States District Court District of Kansas May 2009 - June 2009
Glenn E. Bradford & Associates June 2008 - May 2009
White & Case LLP July 2007 - July 2008
Merrill Lynch May 2005 - August 2005
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
Bachelor of Science, Marketing; Entertainment, Media, and Technology
University of Kansas School of Law
J.D
Renae Watkins Renae Watkins's Merrill Lynch Experience April 2010 - April 2012
Job Private Banker at BBVA Compass Wealth Management
Industry Financial Services
Experience
BBVA Compass Wealth Management August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
BMO Harris Bank April 2012 - February 2014
Merrill Lynch April 2010 - April 2012
Bank of America August 1995 - April 2010
Skills
Financial Advisory, Insurance, Asset Allocation, Investment Strategies, 401k Rollovers, Financial Services, Investments, Relationship Management, Retirement Planning, Wealth Management, Series 7, Portfolio Management, Credit, Loans, Banking, Finance, Mortgage Lending, Risk Management, Series 63
Education
University of Iowa 1990 — 1994
BBVA Compass Wealth Management August 2015 - Present
Wells Fargo Advisors February 2014 - August 2015
BMO Harris Bank April 2012 - February 2014
Merrill Lynch April 2010 - April 2012
Bank of America August 1995 - April 2010
Skills
Financial Advisory, Insurance, Asset Allocation, Investment Strategies, 401k Rollovers, Financial Services, Investments, Relationship Management, Retirement Planning, Wealth Management, Series 7, Portfolio Management, Credit, Loans, Banking, Finance, Mortgage Lending, Risk Management, Series 63
Education
University of Iowa 1990 — 1994
Christin Ferro Christin Ferro's Merrill Lynch Experience June 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Kohl's Department Stores June 2013 - Present
Nordstrom June 2010 - January 2013
Victoria's Secret June 2009 - August 2009
Skills
Customer Satisfaction, Sales Management, Sales, Training, Apparel, Merchandising, Retail, Time Management, Product Marketing, Event Planning, Inventory Management, Customer Service, Human Resources, Management
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management - Human Resources
Maine South High School 2005 — 2009
Merrill Lynch June 2015 - Present
Kohl's Department Stores June 2013 - Present
Nordstrom June 2010 - January 2013
Victoria's Secret June 2009 - August 2009
Skills
Customer Satisfaction, Sales Management, Sales, Training, Apparel, Merchandising, Retail, Time Management, Product Marketing, Event Planning, Inventory Management, Customer Service, Human Resources, Management
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management - Human Resources
Maine South High School 2005 — 2009
Andrew Neskow Andrew Neskow's Merrill Lynch Experience 2011 - 2013
Job Major Account Executive at CareerBuilder.com
Industry Staffing and Recruiting
Experience
CareerBuilder.com June 2014 - Present
CareerBuilder.com 2013 - May 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Wealth Management 2009 - 2011
Skills
Investments, Sales, New Business Development, Business Development, Leadership, Salesforce.com, Customer Service, Talent Acquisition, Sourcing, Account Management, CRM
Education
University of Iowa 2002 — 2006
Bachelor of Arts (B.A.), English
CareerBuilder.com June 2014 - Present
CareerBuilder.com 2013 - May 2014
Merrill Lynch 2011 - 2013
Morgan Stanley Wealth Management 2009 - 2011
Skills
Investments, Sales, New Business Development, Business Development, Leadership, Salesforce.com, Customer Service, Talent Acquisition, Sourcing, Account Management, CRM
Education
University of Iowa 2002 — 2006
Bachelor of Arts (B.A.), English
Kevin O'Connor Kevin O'Connor's Merrill Lynch Experience 2004 - 2005
Job Account Executive at Firm58
Industry Financial Services
Experience
Firm58 February 2015 - Present
SR Labs June 2011 - February 2015
Actant February 2005 - June 2011
Merrill Lynch 2004 - 2005
Brandt Equities 1998 - 2004
JES Securities 1995 - 1998
Caffray Trading 1993 - 1995
Skills
Electronic Trading, Financial Markets, Market Data, Exchange Connectivity, Trading, Derivatives, Hedge Funds, Equities, Equity Derivatives, Structured Products, Proprietary Trading, Fixed Income, Equity Trading, Commodity, Options, Trading Strategies, Technical Analysis, FX Options, Capital Markets, FX trading, Market Making, Portfolio Management, Currency, Alternative Investments, Hedging, Investments, Asset Management, Financial Services, Valuation, Securities, Low Latency, ETFs, Commodity Markets, Equity Research, Investment Strategies, Volatility, Emerging Markets, Interest Rate..., Swaps, Portfolio Optimization, SaaS
Education
University of Iowa 1989 — 1993
B.A., Economics
Firm58 February 2015 - Present
SR Labs June 2011 - February 2015
Actant February 2005 - June 2011
Merrill Lynch 2004 - 2005
Brandt Equities 1998 - 2004
JES Securities 1995 - 1998
Caffray Trading 1993 - 1995
Skills
Electronic Trading, Financial Markets, Market Data, Exchange Connectivity, Trading, Derivatives, Hedge Funds, Equities, Equity Derivatives, Structured Products, Proprietary Trading, Fixed Income, Equity Trading, Commodity, Options, Trading Strategies, Technical Analysis, FX Options, Capital Markets, FX trading, Market Making, Portfolio Management, Currency, Alternative Investments, Hedging, Investments, Asset Management, Financial Services, Valuation, Securities, Low Latency, ETFs, Commodity Markets, Equity Research, Investment Strategies, Volatility, Emerging Markets, Interest Rate..., Swaps, Portfolio Optimization, SaaS
Education
University of Iowa 1989 — 1993
B.A., Economics
Bradford Greenwell's Merrill Lynch Experience August 2011 - December 2011
Job Founder and Owner at Modello Trading
Industry Financial Services
Experience
Modello Trading November 2012 - Present
B&R Tree Care LLC May 2006 - Present
Merrill Lynch August 2011 - December 2011
Tennessee Valley Authority Investment Challenge August 2011 - December 2011
Education
University of Kentucky 2008 — 2011
Finance and Management, Business and Economics, 3.94
University of Kentucky
Masters in Biosystems and Agricultural Engineering, Bioenvironmental Engineering
Modello Trading November 2012 - Present
B&R Tree Care LLC May 2006 - Present
Merrill Lynch August 2011 - December 2011
Tennessee Valley Authority Investment Challenge August 2011 - December 2011
Education
University of Kentucky 2008 — 2011
Finance and Management, Business and Economics, 3.94
University of Kentucky
Masters in Biosystems and Agricultural Engineering, Bioenvironmental Engineering
Nicole Meihofer Nicole Meihofer's Merrill Lynch Experience April 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Cole Haan October 2010 - March 2013
Nordstrom September 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Time Management, Retail, Sales, Leadership, Analysis
Education
University of Iowa 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Merrill Lynch April 2014 - Present
Cole Haan October 2010 - March 2013
Nordstrom September 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Time Management, Retail, Sales, Leadership, Analysis
Education
University of Iowa 2003 — 2006
Bachelor of Business Administration (BBA), Finance
Joe Ross, ChFC, CLU, CRC Joe Ross, ChFC, CLU, CRC's Merrill Lynch Experience January 1989 - December 1990
Job VP Sales Productivity at AIG American General Life
Industry Insurance
Experience
AIG American General May 2013 - Present
Protective Life April 2003 - April 2013
Great American Life April 2000 - March 2003
Allied Life Insurance Company February 1997 - April 2000
Massachusetts General Life Insurance Company January 1991 - January 1997
Merrill Lynch January 1989 - December 1990
Skills
Life Insurance, Estate Planning, Annuities, Sales Management, Public Speaking, Fixed Annuities, Retirement Planning, Variable Annuities, Insurance, Term Life Insurance, Sales, Business Development, Financial Planners, Employee Benefits, Marketing, Long-term Care, Financial Advisory, Universal Life, Leadership, Reinsurance, Securities
Education
University of Iowa 1980 — 1984
Finance & Insurance, Insurance
AIG American General May 2013 - Present
Protective Life April 2003 - April 2013
Great American Life April 2000 - March 2003
Allied Life Insurance Company February 1997 - April 2000
Massachusetts General Life Insurance Company January 1991 - January 1997
Merrill Lynch January 1989 - December 1990
Skills
Life Insurance, Estate Planning, Annuities, Sales Management, Public Speaking, Fixed Annuities, Retirement Planning, Variable Annuities, Insurance, Term Life Insurance, Sales, Business Development, Financial Planners, Employee Benefits, Marketing, Long-term Care, Financial Advisory, Universal Life, Leadership, Reinsurance, Securities
Education
University of Iowa 1980 — 1984
Finance & Insurance, Insurance
omer kose-shahul omer kose-shahul's Merrill Lynch Experience May 1999 - April 2001
Job Senior Security Architect
Industry Computer Software
Experience
Citi Group, Consumer Banking May 2012 - Present
TD Ameritrade November 2009 - May 2012
Guardian Life Insurance May 2001 - September 2009
Merrill Lynch May 1999 - April 2001
EDS May 1998 - April 1999
MCI Communications May 1995 - April 1998
Covansys September 1992 - May 1995
Larsen & Toubro Limited August 1991 - August 1992
Skills
Ethical Hacking, J2EE, Appscan, ITIM, ITAM, .NET, C/C++/C#, Objective-C, Android, iOS, XCode, Mobile Security, Ntospider, Fortify SCA, Application Security, ASP.NET, HTML + CSS, JavaScript, OWASP, CICS, COBOL, Oracle PL SQL, Oracle Forms, TCP/IP, OOAD, XML, SQL, Struts, RSA Access Manager, Apache WebServer, Impreva Firewall, XI50, Identity Management, Access Control, LDAP, Active Directory, Python, Perl, nmap, Backtrack, Flex, Nessus, Cloud Security, Xen Hypervisor, Linux, FreeBSD, Windows Azure, clamav, IDA Pro, Burp Proxy
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 1999
MBA, Business Administration - Finance/Investments
Government College of Technology, India 1987 — 1991
B.E, Computer Engineering
Citi Group, Consumer Banking May 2012 - Present
TD Ameritrade November 2009 - May 2012
Guardian Life Insurance May 2001 - September 2009
Merrill Lynch May 1999 - April 2001
EDS May 1998 - April 1999
MCI Communications May 1995 - April 1998
Covansys September 1992 - May 1995
Larsen & Toubro Limited August 1991 - August 1992
Skills
Ethical Hacking, J2EE, Appscan, ITIM, ITAM, .NET, C/C++/C#, Objective-C, Android, iOS, XCode, Mobile Security, Ntospider, Fortify SCA, Application Security, ASP.NET, HTML + CSS, JavaScript, OWASP, CICS, COBOL, Oracle PL SQL, Oracle Forms, TCP/IP, OOAD, XML, SQL, Struts, RSA Access Manager, Apache WebServer, Impreva Firewall, XI50, Identity Management, Access Control, LDAP, Active Directory, Python, Perl, nmap, Backtrack, Flex, Nessus, Cloud Security, Xen Hypervisor, Linux, FreeBSD, Windows Azure, clamav, IDA Pro, Burp Proxy
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 1999
MBA, Business Administration - Finance/Investments
Government College of Technology, India 1987 — 1991
B.E, Computer Engineering
Randall B. Rathje Randall B. Rathje's Merrill Lynch Experience August 1995 - January 1998
Job President & CEO at Riverboat Development Authority
Industry Nonprofit Organization Management
Experience
Riverboat Development Authority January 2015 - Present
R. B. Rathje Consulting April 2007 - December 2014
Lujack's Nortpark Auto Plaza September 1999 - April 2007
Quad City Bank & Trust Co. December 1998 - September 1999
Merrill Lynch August 1995 - January 1998
MidAmerican Energy Co. January 1978 - August 1995
Skills
Mergers, Asset Managment, Remote Access, Network Administration, Mergers & Acquisitions, Strategic Planning, Asset Management, Operations Management, Budgets, Negotiation, Servers, Business Development, Team Building, Finance, Due Diligence, Human Resources
Education
University of Iowa - Henry B. Tippie College of Business 1972 — 1978
MBA, BBA, Finance & Accounting
Riverboat Development Authority January 2015 - Present
R. B. Rathje Consulting April 2007 - December 2014
Lujack's Nortpark Auto Plaza September 1999 - April 2007
Quad City Bank & Trust Co. December 1998 - September 1999
Merrill Lynch August 1995 - January 1998
MidAmerican Energy Co. January 1978 - August 1995
Skills
Mergers, Asset Managment, Remote Access, Network Administration, Mergers & Acquisitions, Strategic Planning, Asset Management, Operations Management, Budgets, Negotiation, Servers, Business Development, Team Building, Finance, Due Diligence, Human Resources
Education
University of Iowa - Henry B. Tippie College of Business 1972 — 1978
MBA, BBA, Finance & Accounting
Ackli Howell Ackli Howell's Merrill Lynch Experience February 1985 - April 1986
Job Office Manager
Industry Computer Software
Experience
St. Christopher's Episcopal Church February 2015 - Present
SunGard (Stream/GMI) March 1995 - October 2014
Hewitt Associates January 1986 - October 1988
Kemper Insurance June 1986 - December 1986
Merrill Lynch February 1985 - April 1986
E.F. Hutton & Company May 1976 - December 1984
University of Iowa Hospitals May 1974 - February 1976
Skills
RoboHelp Application, Subversion, Filezilla, Adobe, SharePoint, Microsoft Office, SDLC, Requirements Gathering, Microsoft Excel
Education
University of Iowa
Bachelor of Arts (B.A.)
St. Christopher's Episcopal Church February 2015 - Present
SunGard (Stream/GMI) March 1995 - October 2014
Hewitt Associates January 1986 - October 1988
Kemper Insurance June 1986 - December 1986
Merrill Lynch February 1985 - April 1986
E.F. Hutton & Company May 1976 - December 1984
University of Iowa Hospitals May 1974 - February 1976
Skills
RoboHelp Application, Subversion, Filezilla, Adobe, SharePoint, Microsoft Office, SDLC, Requirements Gathering, Microsoft Excel
Education
University of Iowa
Bachelor of Arts (B.A.)
Jordan Voss's Merrill Lynch Experience May 2007 - November 2009
Job Finance Manager at Amazon
Industry Logistics and Supply Chain
Experience
Amazon April 2014 - Present
Amazon March 2013 - March 2014
Amazon September 2012 - March 2013
Amazon July 2011 - September 2012
Family Financial Partners November 2009 - September 2011
Papa Johns July 2010 - June 2011
Merrill Lynch May 2007 - November 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Finance, Forecasting, Process Improvement, Data Analysis, Financial Reporting, Strategic Planning, Cross-functional Team..., Microsoft Excel, Analytics, Economics, Microsoft Office, Financial Accounting, VBA, Business Process..., Financial Forecasting, Business Planning, Budgets, Variance Analysis, Analysis, Investments, Strategic Financial..., Vendor Management, Leadership, Management, Strategy, Six Sigma
Education
University of Kentucky 2010 — 2011
MBA, Finance & Logistics
DePauw University 2003 — 2007
Bachelors, Economics & Mathematics
Amazon April 2014 - Present
Amazon March 2013 - March 2014
Amazon September 2012 - March 2013
Amazon July 2011 - September 2012
Family Financial Partners November 2009 - September 2011
Papa Johns July 2010 - June 2011
Merrill Lynch May 2007 - November 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Finance, Forecasting, Process Improvement, Data Analysis, Financial Reporting, Strategic Planning, Cross-functional Team..., Microsoft Excel, Analytics, Economics, Microsoft Office, Financial Accounting, VBA, Business Process..., Financial Forecasting, Business Planning, Budgets, Variance Analysis, Analysis, Investments, Strategic Financial..., Vendor Management, Leadership, Management, Strategy, Six Sigma
Education
University of Kentucky 2010 — 2011
MBA, Finance & Logistics
DePauw University 2003 — 2007
Bachelors, Economics & Mathematics
Andrew Wickman's Merrill Lynch Experience May 2008 - August 2008
Job Investment Management at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2015 - Present
FactSet March 2013 - January 2015
FactSet September 2010 - March 2013
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Economics, Investments, Equity Research, Equities, Portfolio Management, Valuation, Quantitative Analytics, Asset Allocation, Financial Modeling, Asset Managment, Mutual Funds, Investment Management, Financial Analysis, FactSet
Education
University of Kentucky 2006 — 2010
Business Bachelor of Science, Major: Economics
Gatton College of Business and Economics
Economics
William Blair & Company January 2015 - Present
FactSet March 2013 - January 2015
FactSet September 2010 - March 2013
Merrill Lynch May 2008 - August 2008
Skills
Fixed Income, Economics, Investments, Equity Research, Equities, Portfolio Management, Valuation, Quantitative Analytics, Asset Allocation, Financial Modeling, Asset Managment, Mutual Funds, Investment Management, Financial Analysis, FactSet
Education
University of Kentucky 2006 — 2010
Business Bachelor of Science, Major: Economics
Gatton College of Business and Economics
Economics
Colton Ellis's Merrill Lynch Experience May 2014 - Present
Job Merrill Lynch Financial Advisor
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Edge July 2013 - May 2014
Education
University of Kentucky 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance and Management
Merrill Lynch May 2014 - Present
Merrill Edge July 2013 - May 2014
Education
University of Kentucky 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance and Management
Brian Hoskins's Merrill Lynch Experience February 2004 - February 2006
Job Sales Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial February 2012 - Present
The Huntington Investment Company February 2011 - February 2012
TD Ameritrade May 2010 - February 2011
Independent May 2008 - May 2010
Genworth Financial March 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Self Employed January 1996 - January 2006
Skills
Series 7, Fixed Annuities, Investments, Retirement, Life Insurance, Estate Planning, Financial Planners, Long-term Care, Series 65, Series 63, CLU (Candidate), Financial Advisory, Financial Services, Insurance, Long Term Care Insurance, Retirement Planning, Asset Management, FINRA, Finance, Wealth Management, Series 6, Investment Advisory, Asset Allocation, 401k, IRAs, Financial Planning
Education
University of Kentucky
Capitas Financial February 2012 - Present
The Huntington Investment Company February 2011 - February 2012
TD Ameritrade May 2010 - February 2011
Independent May 2008 - May 2010
Genworth Financial March 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Self Employed January 1996 - January 2006
Skills
Series 7, Fixed Annuities, Investments, Retirement, Life Insurance, Estate Planning, Financial Planners, Long-term Care, Series 65, Series 63, CLU (Candidate), Financial Advisory, Financial Services, Insurance, Long Term Care Insurance, Retirement Planning, Asset Management, FINRA, Finance, Wealth Management, Series 6, Investment Advisory, Asset Allocation, 401k, IRAs, Financial Planning
Education
University of Kentucky
Yolanda Gu Yolanda Gu's Merrill Lynch Experience December 2012 - January 2013
Job M.S. in Finance Candidate and Graduate Assistant at Hofstra University
Industry Financial Services
Experience
Merrill Lynch December 2012 - January 2013
Oriental Ginza Group July 2011 - September 2011
Thermo Fisher Scientific March 2011 - June 2011
Jilin Electric Power Corporation July 2010 - September 2010
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Bloomberg, Economics, Statistics, Research, Microsoft Office, PowerPoint, Microsoft Word, Eviews, Bloomberg Terminal, Customer Service, English, Photoshop, Mandarin, Corporate Finance
Education
Hofstra 2011 — 2013
Master of Science (MS), Finance, General
University of International Business and Economics 2007 — 2011
Bachelor of Science (BS), International Trade and Economics
Merrill Lynch December 2012 - January 2013
Oriental Ginza Group July 2011 - September 2011
Thermo Fisher Scientific March 2011 - June 2011
Jilin Electric Power Corporation July 2010 - September 2010
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Bloomberg, Economics, Statistics, Research, Microsoft Office, PowerPoint, Microsoft Word, Eviews, Bloomberg Terminal, Customer Service, English, Photoshop, Mandarin, Corporate Finance
Education
Hofstra 2011 — 2013
Master of Science (MS), Finance, General
University of International Business and Economics 2007 — 2011
Bachelor of Science (BS), International Trade and Economics
Matthew Garms Matthew Garms's Merrill Lynch Experience March 2004 - April 2006
Job GM, Membership at ContextMedia Inc.
Industry Internet
Experience
ContextMedia, Inc. September 2014 - Present
ContextMedia, Inc. September 2013 - September 2014
ContextMedia, Inc. February 2012 - September 2013
ContextMedia, Inc. December 2010 - January 2012
Advanced Financial July 2007 - April 2010
Stryker May 2006 - June 2007
Merrill Lynch March 2004 - April 2006
Skills
Cold Calling, Marketing, Account Management, Social Media, New Business Development, Strategic Planning, Marketing Strategy, Salesforce.com, Sales Management, Market Research, Lead Generation, Sales Process, Leadership, Sales, Strategic Partnerships, Direct Sales, CRM, Sales Presentations, Management
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BS, Economics
ContextMedia, Inc. September 2014 - Present
ContextMedia, Inc. September 2013 - September 2014
ContextMedia, Inc. February 2012 - September 2013
ContextMedia, Inc. December 2010 - January 2012
Advanced Financial July 2007 - April 2010
Stryker May 2006 - June 2007
Merrill Lynch March 2004 - April 2006
Skills
Cold Calling, Marketing, Account Management, Social Media, New Business Development, Strategic Planning, Marketing Strategy, Salesforce.com, Sales Management, Market Research, Lead Generation, Sales Process, Leadership, Sales, Strategic Partnerships, Direct Sales, CRM, Sales Presentations, Management
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BS, Economics
Sarah Wojciechowski Sarah Wojciechowski's Merrill Lynch Experience August 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Guggenheim Investments August 2014 - Present
Guggenheim Securities June 2013 - August 2013
Taplin, Canida & Habacht May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Bloomberg, Valuation, Customer Service, Access, Financial Analysis, Social Media, Fixed Income, Finance, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch August 2015 - Present
Guggenheim Investments August 2014 - Present
Guggenheim Securities June 2013 - August 2013
Taplin, Canida & Habacht May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Bloomberg, Valuation, Customer Service, Access, Financial Analysis, Social Media, Fixed Income, Finance, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Jeffrey Hulette's Merrill Lynch Experience August 1994 - January 2009
Job Senior Vice PresidentWealth Management at UBS
Industry Financial Services
Experience
UBS January 2009 - Present
Merrill Lynch August 1994 - January 2009
Education
University of Kentucky 1982 — 1986
Bachelor of Arts (B.A.), Journalism
UBS January 2009 - Present
Merrill Lynch August 1994 - January 2009
Education
University of Kentucky 1982 — 1986
Bachelor of Arts (B.A.), Journalism
Byron Holley Byron Holley's Merrill Lynch Experience 1987 - 1996
Job Managing Member at Legacy Point Capital
Industry Financial Services
Experience
Legacy Point Capital 2012 - Present
KBR Capital Partners 2009 - 2009
Lexington Capital 2007 - 2009
A.G. Edwards (now Wells Fargo Advisors) 1997 - 2007
Merrill Lynch 1987 - 1996
Skills
Venture Capital, Investments, Mergers, Financial Modeling, Portfolio Management, Private Equity, Asset Management, Corporate Finance, Valuation, Alternative Investments, Investment Banking, Due Diligence, Private Placements, Hedge Funds, Equities, Funding, Wealth Management, Project Finance, Investment Advisory, Business Valuation, Financial Analysis, Capital Markets, Structuring, Trading, Start-ups, Joint Ventures, Financial Planning, Investment Strategies, Real Estate Investment, Debt, Strategic Planning, Asset Managment, Mergers & Acquisitions, Restructuring, Structured Finance, Financial Advisory, Securities, Loans, Series 7, Fixed Income, Capital, Banking, Corporate Development, Mutual Funds, Strategic Partnerships, Acquisitions, Investor Relations, Emerging Markets, Leveraged Finance, Series 63
Education
College of Financial Planning
Finance and Financial Management Services
University of Kentucky
Finance & Economics
Wharton Business School
Executive Business Program
Legacy Point Capital 2012 - Present
KBR Capital Partners 2009 - 2009
Lexington Capital 2007 - 2009
A.G. Edwards (now Wells Fargo Advisors) 1997 - 2007
Merrill Lynch 1987 - 1996
Skills
Venture Capital, Investments, Mergers, Financial Modeling, Portfolio Management, Private Equity, Asset Management, Corporate Finance, Valuation, Alternative Investments, Investment Banking, Due Diligence, Private Placements, Hedge Funds, Equities, Funding, Wealth Management, Project Finance, Investment Advisory, Business Valuation, Financial Analysis, Capital Markets, Structuring, Trading, Start-ups, Joint Ventures, Financial Planning, Investment Strategies, Real Estate Investment, Debt, Strategic Planning, Asset Managment, Mergers & Acquisitions, Restructuring, Structured Finance, Financial Advisory, Securities, Loans, Series 7, Fixed Income, Capital, Banking, Corporate Development, Mutual Funds, Strategic Partnerships, Acquisitions, Investor Relations, Emerging Markets, Leveraged Finance, Series 63
Education
College of Financial Planning
Finance and Financial Management Services
University of Kentucky
Finance & Economics
Wharton Business School
Executive Business Program
H. David Osnowitz's Merrill Lynch Experience June 1994 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1994 - Present
A.G. Edwards 1986 - 1994
Skills
Investment Advisory, Series 63, Series 65, Series 7, Alternative Investments, Estate Planning, Wealth Management, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Finance, Retirement Planning, Asset Allocation
Education
University of Iowa 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Merrill Lynch June 1994 - Present
A.G. Edwards 1986 - 1994
Skills
Investment Advisory, Series 63, Series 65, Series 7, Alternative Investments, Estate Planning, Wealth Management, Portfolio Management, Financial Advisory, Investment Management, Financial Services, Finance, Retirement Planning, Asset Allocation
Education
University of Iowa 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Claudia Huskey's Merrill Lynch Experience March 2007 - June 2009
Job Campaign Manager at Megan Barry for Mayor
Industry Government Administration
Experience
Megan Barry for Mayor September 2014 - Present
Office of Al Gore May 2012 - September 2014
Tennessee Senate Democratic Caucus June 2009 - May 2012
Merrill Lynch March 2007 - June 2009
David Briley for Mayor December 2006 - March 2007
Harold Ford, Jr. for US Senate May 2006 - November 2006
Harold Ford, Jr. for US Senate May 2005 - May 2006
Tom Daschle for US Senate May 2004 - November 2004
John Edwards for President September 2003 - January 2004
Skills
Politics, Public Policy, Fundraising, Event Planning, Political Campaigns, Community Organizing, Community Development, Crisis Communications, Community Outreach, Economic Development, Editing, Government, Grant Writing, Grants, International Relations, Leadership, Legal Writing, Media Relations, Non-profits, Nonprofits, Policy, Policy Analysis, Political Science, Press Releases, Public Relations, Public Speaking, Research, Social Media, Speech Writing, Strategic Communications, Strategic Planning, Volunteer Management
Education
University of Iowa 2001 — 2005
BA, Political Science
Megan Barry for Mayor September 2014 - Present
Office of Al Gore May 2012 - September 2014
Tennessee Senate Democratic Caucus June 2009 - May 2012
Merrill Lynch March 2007 - June 2009
David Briley for Mayor December 2006 - March 2007
Harold Ford, Jr. for US Senate May 2006 - November 2006
Harold Ford, Jr. for US Senate May 2005 - May 2006
Tom Daschle for US Senate May 2004 - November 2004
John Edwards for President September 2003 - January 2004
Skills
Politics, Public Policy, Fundraising, Event Planning, Political Campaigns, Community Organizing, Community Development, Crisis Communications, Community Outreach, Economic Development, Editing, Government, Grant Writing, Grants, International Relations, Leadership, Legal Writing, Media Relations, Non-profits, Nonprofits, Policy, Policy Analysis, Political Science, Press Releases, Public Relations, Public Speaking, Research, Social Media, Speech Writing, Strategic Communications, Strategic Planning, Volunteer Management
Education
University of Iowa 2001 — 2005
BA, Political Science
Andy Hemmer's Merrill Lynch Experience February 2010 - May 2010
Job Program Manager with SAS Retail Services
Industry Retail
Experience
SAS Retail Services June 2014 - Present
Cashsaver Market August 2012 - June 2014
Claim Referral November 2011 - January 2013
Power Efficiency Systems LLC August 2011 - November 2011
Whayne Supply May 2011 - August 2011
Whayne Supply Company May 2011 - August 2011
Merrill Lynch February 2010 - May 2010
Notre Dame Urban Education Center 2010 - 2010
Skills
Microsoft Office, Accounting, Lotus Notes, Excel, Word, PowerPoint, Microsoft Word, Microsoft Excel
Education
University of Kentucky 2008 — 2012
Accounting, Business
University of Kentucky 2008 — 2012
Bachelor of Science (BS), Accounting
Griffith College 2010 — 2010
International Business Program
SAS Retail Services June 2014 - Present
Cashsaver Market August 2012 - June 2014
Claim Referral November 2011 - January 2013
Power Efficiency Systems LLC August 2011 - November 2011
Whayne Supply May 2011 - August 2011
Whayne Supply Company May 2011 - August 2011
Merrill Lynch February 2010 - May 2010
Notre Dame Urban Education Center 2010 - 2010
Skills
Microsoft Office, Accounting, Lotus Notes, Excel, Word, PowerPoint, Microsoft Word, Microsoft Excel
Education
University of Kentucky 2008 — 2012
Accounting, Business
University of Kentucky 2008 — 2012
Bachelor of Science (BS), Accounting
Griffith College 2010 — 2010
International Business Program
Phil Hawbaker Phil Hawbaker's Merrill Lynch Experience May 2008 - August 2008
Job Senior Consultant at S3G Associates, LLC
Industry Computer Software
Experience
S3 Group, Inc. 2014 - Present
The Home Depot 2013 - May 2014
Manhattan Associates August 2011 - 2013
Iowa Traction Railroad May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Software Implementation, SQL, Business Analysis, Supply Chain Consulting, Integration, CAD/CAM, Rapid Prototyping, Financial Analysis, Financial Modeling, Corporate Finance, Construction Management, Construction Drawings, Construction, CNC Mill, Salesforce.com, Business Process...
Education
University of Iowa 2006 — 2011
Bachelor of Science (BS), Industrial Engineering
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
S3 Group, Inc. 2014 - Present
The Home Depot 2013 - May 2014
Manhattan Associates August 2011 - 2013
Iowa Traction Railroad May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Software Implementation, SQL, Business Analysis, Supply Chain Consulting, Integration, CAD/CAM, Rapid Prototyping, Financial Analysis, Financial Modeling, Corporate Finance, Construction Management, Construction Drawings, Construction, CNC Mill, Salesforce.com, Business Process...
Education
University of Iowa 2006 — 2011
Bachelor of Science (BS), Industrial Engineering
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Debra Blake's Merrill Lynch Experience 1995 - 2003
Job CRPS, Retirement Plan Counselor
Industry Financial Services
Experience
TransAmerica February 2009 - Present
Smith Barney January 2003 - February 2009
Merrill Lynch 1995 - 2003
Merrill Lynch 1995 - 2003
Skills
Retirement Planning, Series 63, 401k, Pensions
Education
University of Kentucky
TransAmerica February 2009 - Present
Smith Barney January 2003 - February 2009
Merrill Lynch 1995 - 2003
Merrill Lynch 1995 - 2003
Skills
Retirement Planning, Series 63, 401k, Pensions
Education
University of Kentucky
Rebecca Barnes's Merrill Lynch Experience July 2012 - December 2012
Job
Industry Management Consulting
Experience
Lexington Legends February 2015 - Present
Independent Consultant August 2014 - Present
Northwestern Mutual December 2012 - August 2014
Merrill Lynch July 2012 - December 2012
LexArts April 2012 - July 2012
LexArts February 2012 - April 2012
United Way of the Bluegrass June 2009 - January 2012
Susan G. Komen for the Cure Lexington, KY January 2009 - June 2009
United Way of the Bluegrass July 2008 - December 2008
Skills
Event Planning, Public Speaking, Fundraising, Social Media, Public Relations, Non-profits, Volunteer Management, Customer Relations, Social Media Marketing, Community Outreach, Event Management, Facebook, Community Relations, Community Development, Customer Service, Nonprofits, Small Business, Strategic Communications, Training, Strategic Planning, Philanthropy, New Business Development, Newsletters, Grant Writing, Advertising, Marketing, Program Management, Research, Leadership, Strategy, Recruiting, Project Management, Social Networking, Marketing Communications, Leadership Development, Media Relations, Sponsorship, Budgets, Proposal Writing, Grants, Team Building, Coaching, Program Development, Time Management, Marketing Strategy, Press Releases, Editing, Politics, PowerPoint, Management
Education
University of Kentucky
Bachelor Arts, Agriculture Economics with a minor in Business
Lexington Legends February 2015 - Present
Independent Consultant August 2014 - Present
Northwestern Mutual December 2012 - August 2014
Merrill Lynch July 2012 - December 2012
LexArts April 2012 - July 2012
LexArts February 2012 - April 2012
United Way of the Bluegrass June 2009 - January 2012
Susan G. Komen for the Cure Lexington, KY January 2009 - June 2009
United Way of the Bluegrass July 2008 - December 2008
Skills
Event Planning, Public Speaking, Fundraising, Social Media, Public Relations, Non-profits, Volunteer Management, Customer Relations, Social Media Marketing, Community Outreach, Event Management, Facebook, Community Relations, Community Development, Customer Service, Nonprofits, Small Business, Strategic Communications, Training, Strategic Planning, Philanthropy, New Business Development, Newsletters, Grant Writing, Advertising, Marketing, Program Management, Research, Leadership, Strategy, Recruiting, Project Management, Social Networking, Marketing Communications, Leadership Development, Media Relations, Sponsorship, Budgets, Proposal Writing, Grants, Team Building, Coaching, Program Development, Time Management, Marketing Strategy, Press Releases, Editing, Politics, PowerPoint, Management
Education
University of Kentucky
Bachelor Arts, Agriculture Economics with a minor in Business
Katherine Samuelson's Merrill Lynch Experience June 1995 - June 2000
Job Finance and Account Management Professional
Industry Financial Services
Experience
Curian Capital January 2012 - July 2013
First Midwest Bank January 2001 - April 2006
Merrill Lynch June 1995 - June 2000
Skills
CRM
Education
University of Iowa 1991 — 1995
BBA, Finance
Curian Capital January 2012 - July 2013
First Midwest Bank January 2001 - April 2006
Merrill Lynch June 1995 - June 2000
Skills
CRM
Education
University of Iowa 1991 — 1995
BBA, Finance
Kurt Kleymeyer's Merrill Lynch Experience July 1993 - December 1996
Job RVP at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice January 2006 - Present
Janney Montgomery Scott November 2002 - December 2005
Wachovia Financial Services October 1998 - November 2002
SunTrust Investment Services January 1997 - October 1998
Merrill Lynch July 1993 - December 1996
Education
University of Kentucky 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
University of Kentucky 1990 — 1993
BS in Finance, Finance, General
FTJ FundChoice January 2006 - Present
Janney Montgomery Scott November 2002 - December 2005
Wachovia Financial Services October 1998 - November 2002
SunTrust Investment Services January 1997 - October 1998
Merrill Lynch July 1993 - December 1996
Education
University of Kentucky 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
University of Kentucky 1990 — 1993
BS in Finance, Finance, General
Bud Martin's Merrill Lynch Experience May 1987 - Present
Job Senior Vice President Investments Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1987 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Customer Service, Uniform Combined State..., Financial Planning
Education
University of Kentucky 1966 — 1967
Merrill Lynch May 1987 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Portfolio Management, Retirement, Series 63, Equities, Securities, Fixed Income, Investment Strategies, Customer Service, Uniform Combined State..., Financial Planning
Education
University of Kentucky 1966 — 1967
Apurwa Pokhrel's Merrill Lynch Experience May 2009 - August 2009
Job Corporate Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
US Foods October 2013 - March 2014
BMO Capital Markets July 2011 - September 2013
PwC June 2010 - August 2010
The University of Iowa March 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Accounting, Mergers & Acquisitions, Analysis, Investment Banking, Internal Controls, Finance, Corporate Finance, DCF, Bloomberg, Derivatives, LBO
Education
University of Iowa 2006 — 2011
B.S, Business Administration; Finance and Accounting
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Accounting, Finance
SunTrust Robinson Humphrey April 2014 - Present
US Foods October 2013 - March 2014
BMO Capital Markets July 2011 - September 2013
PwC June 2010 - August 2010
The University of Iowa March 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Accounting, Mergers & Acquisitions, Analysis, Investment Banking, Internal Controls, Finance, Corporate Finance, DCF, Bloomberg, Derivatives, LBO
Education
University of Iowa 2006 — 2011
B.S, Business Administration; Finance and Accounting
University of Iowa - Henry B. Tippie College of Business 2006 — 2011
Accounting, Finance
Robert Lindstrom Robert Lindstrom's Merrill Lynch Experience January 2007 - September 2007
Job Associate Director Customer Business Process Lead at Kraft Foods Group
Industry Logistics and Supply Chain
Experience
The Kraft Heinz Company April 2014 - Present
Kraft Foods Group October 2012 - April 2014
Kraft Foods Group January 2012 - October 2012
Kraft Foods Group February 2011 - January 2012
Kraft Foods Group February 2009 - January 2011
Kraft Foods Group September 2007 - February 2009
Merrill Lynch January 2007 - September 2007
Investment Mortgage Group May 2004 - December 2006
Skills
Leadership, Supply Chain, Forecasting, Logistics, Warehousing, Retail, SAP, Project Management, Customer Service, Inventory Management, Supply Chain Management
Education
University of Iowa 2000 — 2004
Business, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
The Kraft Heinz Company April 2014 - Present
Kraft Foods Group October 2012 - April 2014
Kraft Foods Group January 2012 - October 2012
Kraft Foods Group February 2011 - January 2012
Kraft Foods Group February 2009 - January 2011
Kraft Foods Group September 2007 - February 2009
Merrill Lynch January 2007 - September 2007
Investment Mortgage Group May 2004 - December 2006
Skills
Leadership, Supply Chain, Forecasting, Logistics, Warehousing, Retail, SAP, Project Management, Customer Service, Inventory Management, Supply Chain Management
Education
University of Iowa 2000 — 2004
Business, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Donny Webb, CRPC®'s Merrill Lynch Experience May 2011 - August 2013
Job Internal Wholesaler at Principal Funds
Industry Financial Services
Experience
Principal Funds October 2014 - Present
Principal Financial Group October 2013 - October 2014
Merrill Lynch May 2011 - August 2013
General Cable November 2009 - April 2011
General Cable December 2007 - November 2009
General Cable May 2006 - December 2007
Skills
401(k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumumlation, Whole Life Insurance, Retirement Planning, Investments, Retirement, Small Business
Education
University of Kentucky 1995 — 1999
BA/BBA, Psychology/Marketing
Principal Funds October 2014 - Present
Principal Financial Group October 2013 - October 2014
Merrill Lynch May 2011 - August 2013
General Cable November 2009 - April 2011
General Cable December 2007 - November 2009
General Cable May 2006 - December 2007
Skills
401(k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumumlation, Whole Life Insurance, Retirement Planning, Investments, Retirement, Small Business
Education
University of Kentucky 1995 — 1999
BA/BBA, Psychology/Marketing
Stephen Murphy Stephen Murphy's Merrill Lynch Experience July 2002 - March 2005
Job Electronic Trading
Industry Financial Services
Experience
BTG Pactual June 2012 - Present
HSBC October 2008 - July 2012
HSBC March 2005 - October 2008
Merrill Lynch July 2002 - March 2005
Goldman Sachs July 1999 - July 2002
Skills
Equity Trading, Equities, Structured Products, Front Office, Equity Derivatives, Electronic Trading, Market Data, Capital Markets, Trading Systems, Fixed Income, Investment Banking, Derivatives, Entrepreneurship, Middle Office, Financial Markets, Start-ups, IT Operations, Sybase, Back Office, Trading
Education
University of Kent 1996 — 1999
BSc, Computer Science, 1st
BTG Pactual June 2012 - Present
HSBC October 2008 - July 2012
HSBC March 2005 - October 2008
Merrill Lynch July 2002 - March 2005
Goldman Sachs July 1999 - July 2002
Skills
Equity Trading, Equities, Structured Products, Front Office, Equity Derivatives, Electronic Trading, Market Data, Capital Markets, Trading Systems, Fixed Income, Investment Banking, Derivatives, Entrepreneurship, Middle Office, Financial Markets, Start-ups, IT Operations, Sybase, Back Office, Trading
Education
University of Kent 1996 — 1999
BSc, Computer Science, 1st
Scott Andersen's Merrill Lynch Experience June 2012 - Present
Job Vice President, Head of Client Service Operations & Onboarding at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2012 - Present
R.J. O'Brien November 2011 - June 2012
MF Global June 2011 - November 2011
J.P. Morgan 2006 - 2011
Skills
Prime Brokerage, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Client Services, Derivatives, Electronic Trading, Equity Derivatives, FINRA, FX Options, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Options, Portfolio Management, Program Management, Risk Management, Trading, Trading Systems, Equities
Education
University of Iowa 2002 — 2006
Economics
Merrill Lynch June 2012 - Present
R.J. O'Brien November 2011 - June 2012
MF Global June 2011 - November 2011
J.P. Morgan 2006 - 2011
Skills
Prime Brokerage, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Client Services, Derivatives, Electronic Trading, Equity Derivatives, FINRA, FX Options, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Options, Portfolio Management, Program Management, Risk Management, Trading, Trading Systems, Equities
Education
University of Iowa 2002 — 2006
Economics
Erin Hannon Erin Hannon's Merrill Lynch Experience May 2007 - August 2007
Job SAP Payroll Implementation Analyst at John Deere
Industry Accounting
Experience
John Deere March 2015 - Present
John Deere March 2013 - February 2015
Ernst & Young October 2011 - March 2013
Ernst & Young September 2009 - September 2011
Kuhl, Phillips & Jans January 2009 - April 2009
Ernst & Young June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Panhellenic Council 2007 - 2007
Skills
Certified Public..., Accounting, CPA, SEC filings, Financial Reporting, Tax, US GAAP, Auditing, External Audit, Internal Controls, Sarbanes-Oxley Act
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
John Deere March 2015 - Present
John Deere March 2013 - February 2015
Ernst & Young October 2011 - March 2013
Ernst & Young September 2009 - September 2011
Kuhl, Phillips & Jans January 2009 - April 2009
Ernst & Young June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Panhellenic Council 2007 - 2007
Skills
Certified Public..., Accounting, CPA, SEC filings, Financial Reporting, Tax, US GAAP, Auditing, External Audit, Internal Controls, Sarbanes-Oxley Act
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Tim Probst Tim Probst's Merrill Lynch Experience 2000 - March 2005
Job Technology Business Consultant Specialist at Fidelity National Information Services
Industry Information Technology and Services
Experience
Fidelity National Information Services March 2005 - Present
Merrill Lynch 2000 - March 2005
Merrill Lynch September 1998 - 2000
Financial Federal Credit Inc. April 1997 - September 1998
Skills
Business Analysis, Technical Analysis, Product Management, Program Management, SDLC, Process Improvement, Straight Through..., Integration, Offshore Management, Training, Testing, Business Objects, Interfaces, Reports, PMO, Business Intelligence, SQL, Software Documentation, Business Requirements, Requirements Analysis, Software Project..., Data Warehousing, Management, Requirements Gathering, Systems Analysis, Visio, Crystal Reports, Banking, Vendor Management
Education
University of Phoenix 2002 — 2004
MS, CIS
University of Iowa 1992 — 1996
BBA, Finance
Fidelity National Information Services March 2005 - Present
Merrill Lynch 2000 - March 2005
Merrill Lynch September 1998 - 2000
Financial Federal Credit Inc. April 1997 - September 1998
Skills
Business Analysis, Technical Analysis, Product Management, Program Management, SDLC, Process Improvement, Straight Through..., Integration, Offshore Management, Training, Testing, Business Objects, Interfaces, Reports, PMO, Business Intelligence, SQL, Software Documentation, Business Requirements, Requirements Analysis, Software Project..., Data Warehousing, Management, Requirements Gathering, Systems Analysis, Visio, Crystal Reports, Banking, Vendor Management
Education
University of Phoenix 2002 — 2004
MS, CIS
University of Iowa 1992 — 1996
BBA, Finance
Andy Finney's Merrill Lynch Experience 1990 - 1992
Job givingest.com founder
Industry Internet
Experience
givingest.com January 2015 - Present
Willis Auto Campus August 2005 - December 2014
Finney Enterprises ( Stomping Grounds / Pizza Ranch ) September 1993 - December 2003
AK O'Connor's Restaurant 1992 - 1993
Merrill Lynch 1990 - 1992
Charter Management Group /Ray Graham Assoc February 1989 - October 1990
Skills
Sales, Sales Process, Sales Management, Account Management, Strategic Planning, New Business Development, Marketing Strategy, Marketing, Team Building, Cold Calling, Customer Service, Direct Sales, Negotiation, Non-profits, Nonprofits, Entrepreneurship, Financial Analysis, Automotive, Lead Generation, Customer Satisfaction, Leadership, Social Media, Selling, Management, Inventory Management, Time Management, Training, Start-ups, Teamwork, P&L Management
Education
University of Iowa 1985 — 1988
BBA, Finance
givingest.com January 2015 - Present
Willis Auto Campus August 2005 - December 2014
Finney Enterprises ( Stomping Grounds / Pizza Ranch ) September 1993 - December 2003
AK O'Connor's Restaurant 1992 - 1993
Merrill Lynch 1990 - 1992
Charter Management Group /Ray Graham Assoc February 1989 - October 1990
Skills
Sales, Sales Process, Sales Management, Account Management, Strategic Planning, New Business Development, Marketing Strategy, Marketing, Team Building, Cold Calling, Customer Service, Direct Sales, Negotiation, Non-profits, Nonprofits, Entrepreneurship, Financial Analysis, Automotive, Lead Generation, Customer Satisfaction, Leadership, Social Media, Selling, Management, Inventory Management, Time Management, Training, Start-ups, Teamwork, P&L Management
Education
University of Iowa 1985 — 1988
BBA, Finance
Adam Kuhlenbeck's Merrill Lynch Experience November 2006 - February 2008
Job
Industry Medical Devices
Experience
Medtronic March 2015 - Present
Covidien March 2014 - March 2015
Covidien October 2010 - March 2014
Nova Biomedical November 2008 - October 2010
Merrill Lynch November 2006 - February 2008
Ameriprise Financial June 2004 - October 2006
Education
University of Kentucky 1999 — 2003
BBA
Medtronic March 2015 - Present
Covidien March 2014 - March 2015
Covidien October 2010 - March 2014
Nova Biomedical November 2008 - October 2010
Merrill Lynch November 2006 - February 2008
Ameriprise Financial June 2004 - October 2006
Education
University of Kentucky 1999 — 2003
BBA
Joe Pulliam Joe Pulliam's Merrill Lynch Experience January 1999 - September 2003
Job Vascular Specialist at Unetixs Vascular, Inc.
Industry Medical Devices
Experience
Unetixs Vascular, Inc. November 2014 - Present
GenPath Diagnostics (A Division of BioReference) February 2013 - November 2014
BioMedix September 2007 - February 2013
IKON Office Solutions September 2003 - September 2007
Merrill Lynch January 1999 - September 2003
Skills
Cold Calling, Hardware Diagnostics, Capital Equipment, Strategic Planning, Marketing Strategy, Negotiation, Hematology, Sales Force Development, Healthcare, Medicine, Medical Devices, Medical Sales, Laboratory, Surgeons, Account Management, Cardiology, Sales Operations
Education
University of Kentucky 1995 — 1999
BA, Finance
Unetixs Vascular, Inc. November 2014 - Present
GenPath Diagnostics (A Division of BioReference) February 2013 - November 2014
BioMedix September 2007 - February 2013
IKON Office Solutions September 2003 - September 2007
Merrill Lynch January 1999 - September 2003
Skills
Cold Calling, Hardware Diagnostics, Capital Equipment, Strategic Planning, Marketing Strategy, Negotiation, Hematology, Sales Force Development, Healthcare, Medicine, Medical Devices, Medical Sales, Laboratory, Surgeons, Account Management, Cardiology, Sales Operations
Education
University of Kentucky 1995 — 1999
BA, Finance
Tyler Shipe's Merrill Lynch Experience September 2010 - December 2010
Job Software Developer
Industry Computer Software
Experience
Top Gun Sales Performance September 2013 - Present
Dev Bootcamp June 2013 - August 2013
Fidelity Investments June 2011 - June 2013
Merrill Lynch September 2010 - December 2010
Edward Jones May 2010 - August 2010
Skills
Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Investment Strategies, Equities, Investment Advisory, Ruby on Rails, Ruby, Programming, Web Development, HTML, CSS, JavaScript, RSpec, git, jQuery, SQL, Test Driven Development, PostgreSQL, Databases
Education
University of Kentucky 2007 — 2011
BBA, Finance
Top Gun Sales Performance September 2013 - Present
Dev Bootcamp June 2013 - August 2013
Fidelity Investments June 2011 - June 2013
Merrill Lynch September 2010 - December 2010
Edward Jones May 2010 - August 2010
Skills
Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Investment Strategies, Equities, Investment Advisory, Ruby on Rails, Ruby, Programming, Web Development, HTML, CSS, JavaScript, RSpec, git, jQuery, SQL, Test Driven Development, PostgreSQL, Databases
Education
University of Kentucky 2007 — 2011
BBA, Finance
Joseph Glynn Joseph Glynn's Merrill Lynch Experience June 1997 - March 2000
Job Regional Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab June 2011 - May 2014
Russell Investments June 2007 - October 2009
Rosenthal Collins Group January 2001 - June 2007
Merrill Lynch June 1997 - March 2000
Goldman Sachs June 1994 - June 1997
Education
University of Iowa 1990 — 1994
BBA, Finance
Loyola 1986 — 1990
Charles Schwab June 2014 - Present
Charles Schwab June 2011 - May 2014
Russell Investments June 2007 - October 2009
Rosenthal Collins Group January 2001 - June 2007
Merrill Lynch June 1997 - March 2000
Goldman Sachs June 1994 - June 1997
Education
University of Iowa 1990 — 1994
BBA, Finance
Loyola 1986 — 1990
Emily Nathe's Merrill Lynch Experience January 2013 - September 2014
Job at
Industry Financial Services
Experience
Royal Bank of Scotland 2014 - Present
Merrill Lynch January 2013 - September 2014
Merrill Lynch May 2008 - January 2013
Skills
Mutual Funds, Derivatives, Financial Services, Securities, Client Services, Customer Service
Education
University of Kentucky 2003 — 2007
Bachelor of Arts (B.A.), Psychology
University of Kentucky 2003 — 2007
Bachelor of Arts (B.A.), Advertising
Royal Bank of Scotland 2014 - Present
Merrill Lynch January 2013 - September 2014
Merrill Lynch May 2008 - January 2013
Skills
Mutual Funds, Derivatives, Financial Services, Securities, Client Services, Customer Service
Education
University of Kentucky 2003 — 2007
Bachelor of Arts (B.A.), Psychology
University of Kentucky 2003 — 2007
Bachelor of Arts (B.A.), Advertising
David P Halsch David P Halsch's Merrill Lynch Experience October 1983 - July 2002
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2012 - Present
UBS July 2002 - April 2012
Merrill Lynch October 1983 - July 2002
Skills
Insurance, Retirement Planning, Risk Management, Fixed Income Strategies, Estate Strategies, 401(k) Rollovers, Closed End Funds, Bonds, ETFs, Stocks, Annuities
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration (BBA), Major in Finance and Marketing
Regina High School, Iowa City, IA 1972 — 1976
Wells Fargo Advisors, LLC April 2012 - Present
UBS July 2002 - April 2012
Merrill Lynch October 1983 - July 2002
Skills
Insurance, Retirement Planning, Risk Management, Fixed Income Strategies, Estate Strategies, 401(k) Rollovers, Closed End Funds, Bonds, ETFs, Stocks, Annuities
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration (BBA), Major in Finance and Marketing
Regina High School, Iowa City, IA 1972 — 1976
Kirk Reimer Jr CFP®'s Merrill Lynch Experience June 2007 - December 2008
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
USAA March 2009 - May 2013
Merrill Lynch June 2007 - December 2008
Merrill Lynch February 2006 - May 2006
Education
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
University of Iowa 2003 — 2004
Crystal Lake South High School
Fidelity Investments May 2013 - Present
USAA March 2009 - May 2013
Merrill Lynch June 2007 - December 2008
Merrill Lynch February 2006 - May 2006
Education
Arizona State University, W. P. Carey School of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
University of Iowa 2003 — 2004
Crystal Lake South High School
Abby Becker Abby Becker's Merrill Lynch Experience December 2003 - May 2006
Job Vice President at Ascent Private Capital Management of U.S. Bank
Industry Banking
Experience
Ascent Private Capital Management of U.S. Bank April 2012 - Present
Citi June 2006 - March 2012
Merrill Lynch December 2003 - May 2006
LaSalle Bank July 2001 - December 2003
Skills
Credit, Loans, Financial Services, Commercial Lending, Securities, Commercial Banking, Alternative Investments, Financial Analysis, Private Banking, High Net Worth..., Business Analysis, Client Services, Deal Structuring, Negotiation, Client Communications, Strategic Communications, Cash Flow Lending, Aircraft Finance, Real Estate Finance, Policy Writing
Education
University of Iowa 1997 — 2001
Bachelor of Business Administration, Finance, Accounting
Ascent Private Capital Management of U.S. Bank April 2012 - Present
Citi June 2006 - March 2012
Merrill Lynch December 2003 - May 2006
LaSalle Bank July 2001 - December 2003
Skills
Credit, Loans, Financial Services, Commercial Lending, Securities, Commercial Banking, Alternative Investments, Financial Analysis, Private Banking, High Net Worth..., Business Analysis, Client Services, Deal Structuring, Negotiation, Client Communications, Strategic Communications, Cash Flow Lending, Aircraft Finance, Real Estate Finance, Policy Writing
Education
University of Iowa 1997 — 2001
Bachelor of Business Administration, Finance, Accounting
Kent Harrison, CIMA®'s Merrill Lynch Experience June 2004 - October 2006
Job Regional Vice President at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US March 2010 - Present
John Hancock Life Insurance Company (U.S.A.) November 2006 - May 2009
Merrill Lynch June 2004 - October 2006
Merrill Lynch June 2003 - August 2004
Skills
FINRA, Series 7, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Financial Services, Retirement, Series 65, Securities, Series 6, 401k, Wealth Management, Series 63, Separately Managed..., Uniform Combined State...
Education
University of Kentucky 2000 — 2004
B.B.A., Double Major in Finance and Marketing
Columbia Threadneedle Investments, US March 2010 - Present
John Hancock Life Insurance Company (U.S.A.) November 2006 - May 2009
Merrill Lynch June 2004 - October 2006
Merrill Lynch June 2003 - August 2004
Skills
FINRA, Series 7, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Financial Services, Retirement, Series 65, Securities, Series 6, 401k, Wealth Management, Series 63, Separately Managed..., Uniform Combined State...
Education
University of Kentucky 2000 — 2004
B.B.A., Double Major in Finance and Marketing
Shawn Meaux's Merrill Lynch Experience 1998 - 2000
Job Creative Marketing Director/Producer
Industry Marketing and Advertising
Experience
U.S. Executive Search & NEXT Consulting January 2013 - Present
Neo Vintage Decor/Meaux Designs June 2007 - Present
Backyard Productions June 2000 - December 2012
Backyard Productions January 2000 - June 2000
Merrill Lynch 1998 - 2000
Ambrosi Blackdot & Montgomery Wards HQ 1995 - 1998
Gap Inc./Gap 1992 - 1995
Skills
Marketing Communications, Creative Strategy, Copywriting, Corporate Events, Event Planning, Project Management, Interior Design, Graphic Design, Creative Writing, Art Direction, Visual Merchandising, Photo Shoot Production, Personnel Management, Branding & Identity, Apparel Design, Marketing Strategy, Social Media Marketing, Market Research, Presentations, Creative Services, Idea Generation, Strategic Brand..., Presentation Design, Creative Problem Solving, Office Management, Promotions, Marketing, Trade Shows, Fashion, Content Development, Creative Direction, Contract Negotiation, Video, Fashion Design, Video Production
Education
University of Kentucky 1989 — 1992
Bachelor’s Degree, Advertising and Marketing Communications
University of Kentucky 1988 — 1992
BA, Advertising, Copywriting, Journalism w/ Minor in Psychology & Marketing
U.S. Executive Search & NEXT Consulting January 2013 - Present
Neo Vintage Decor/Meaux Designs June 2007 - Present
Backyard Productions June 2000 - December 2012
Backyard Productions January 2000 - June 2000
Merrill Lynch 1998 - 2000
Ambrosi Blackdot & Montgomery Wards HQ 1995 - 1998
Gap Inc./Gap 1992 - 1995
Skills
Marketing Communications, Creative Strategy, Copywriting, Corporate Events, Event Planning, Project Management, Interior Design, Graphic Design, Creative Writing, Art Direction, Visual Merchandising, Photo Shoot Production, Personnel Management, Branding & Identity, Apparel Design, Marketing Strategy, Social Media Marketing, Market Research, Presentations, Creative Services, Idea Generation, Strategic Brand..., Presentation Design, Creative Problem Solving, Office Management, Promotions, Marketing, Trade Shows, Fashion, Content Development, Creative Direction, Contract Negotiation, Video, Fashion Design, Video Production
Education
University of Kentucky 1989 — 1992
Bachelor’s Degree, Advertising and Marketing Communications
University of Kentucky 1988 — 1992
BA, Advertising, Copywriting, Journalism w/ Minor in Psychology & Marketing
Angelica Prekopa's Merrill Lynch Experience 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Fidelity Investments 2011 - 2012
The Walt Disney Company 2010 - 2011
Skills
Series 7, Series 63, Mutual Funds, Securities, Retirement, Asset Allocation, Financial Services
Education
University of Kentucky 2005 — 2010
Bachelor of Arts (B.A.), Economics
Merrill Lynch 2014 - Present
Fidelity Investments 2011 - 2012
The Walt Disney Company 2010 - 2011
Skills
Series 7, Series 63, Mutual Funds, Securities, Retirement, Asset Allocation, Financial Services
Education
University of Kentucky 2005 — 2010
Bachelor of Arts (B.A.), Economics
Rachel Radwinsky Rachel Radwinsky's Merrill Lynch Experience May 2003 - January 2005
Job
Industry Management Consulting
Experience
Transformation Associates, Inc. January 2005 - Present
Merrill Lynch May 2003 - January 2005
Merrill Lynch January 2002 - May 2003
Merrill Lynch January 2000 - January 2002
Williams Company January 1999 - January 2000
Skills
Organizational..., Training Delivery, Process Improvement, Six Sigma, Change Management, Statistics, Management, CRM, Training, Strategy, Project Management, Leadership, Human Resources, Leadership Development, Program Management, Management Consulting, Consulting, Strategic Planning
Education
University of Tulsa 1995 — 1999
PhD
University of Kentucky 1990 — 1994
BA
Transformation Associates, Inc. January 2005 - Present
Merrill Lynch May 2003 - January 2005
Merrill Lynch January 2002 - May 2003
Merrill Lynch January 2000 - January 2002
Williams Company January 1999 - January 2000
Skills
Organizational..., Training Delivery, Process Improvement, Six Sigma, Change Management, Statistics, Management, CRM, Training, Strategy, Project Management, Leadership, Human Resources, Leadership Development, Program Management, Management Consulting, Consulting, Strategic Planning
Education
University of Tulsa 1995 — 1999
PhD
University of Kentucky 1990 — 1994
BA
Bill Holscher Bill Holscher's Merrill Lynch Experience October 2004 - February 2007
Job Financial Analyst
Industry Investment Management
Experience
Principal Global Investors May 2011 - Present
Appcore October 2010 - March 2011
The Patria Company January 2009 - October 2010
Bright Trading February 2007 - September 2010
Merrill Lynch October 2004 - February 2007
Skills
Investments, Trading, Securities, Investor Relations, Hedge Funds, Alternative Investments, Equities, Capital Markets, Portfolio Management, Derivatives, Fixed Income, Asset Management, Financial Modeling, Start-ups, Accounting
Education
University of Iowa 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Principal Global Investors May 2011 - Present
Appcore October 2010 - March 2011
The Patria Company January 2009 - October 2010
Bright Trading February 2007 - September 2010
Merrill Lynch October 2004 - February 2007
Skills
Investments, Trading, Securities, Investor Relations, Hedge Funds, Alternative Investments, Equities, Capital Markets, Portfolio Management, Derivatives, Fixed Income, Asset Management, Financial Modeling, Start-ups, Accounting
Education
University of Iowa 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Jim Wombles's Merrill Lynch Experience September 1999 - November 2003
Job Business Development Manager at Southeast Printing and Mailing
Industry Printing
Experience
Southeast Printing and Mailing April 2013 - Present
Giant Printing & Graphics October 2008 - December 2012
Cengage Learning August 2006 - October 2009
Paychex July 2003 - March 2006
Merrill Lynch September 1999 - November 2003
Morgan Stanley June 1998 - September 1999
Skills
Textbooks, Small Business, Business Management, Payroll, Publishing, Start-ups, Business, Entrepreneurship, Management, Account Management, Marketing, Business Networking, B2B, Strategy, Sales, Strategic Partnerships, Lead Generation, Email Marketing, Social Media Marketing, Online Marketing
Education
University of Kentucky 1992 — 1997
BS, Business Management
Southeast Printing and Mailing April 2013 - Present
Giant Printing & Graphics October 2008 - December 2012
Cengage Learning August 2006 - October 2009
Paychex July 2003 - March 2006
Merrill Lynch September 1999 - November 2003
Morgan Stanley June 1998 - September 1999
Skills
Textbooks, Small Business, Business Management, Payroll, Publishing, Start-ups, Business, Entrepreneurship, Management, Account Management, Marketing, Business Networking, B2B, Strategy, Sales, Strategic Partnerships, Lead Generation, Email Marketing, Social Media Marketing, Online Marketing
Education
University of Kentucky 1992 — 1997
BS, Business Management
Chris Bischof's Merrill Lynch Experience 2000 - 2003
Job Manager Property Tax at Altus Group
Industry Commercial Real Estate
Experience
Altus Group January 2014 - Present
Grant Thornton LLP October 2007 - October 2013
Thomson Reuters 2003 - 2007
Merrill Lynch 2000 - 2003
Skills
Investments, Appraisals, Finance, Commercial Real Estate, Property Tax, Business Valuation, Management, Valuation, Investment Properties, Machinery and Equipment..., Portfolio Management, Leases, Financial Analysis, Due Diligence, Real Estate, Mergers & Acquisitions, Property Tax Appeals, LEED Accredited, Purchase Price..., Argus Modeling, IFRS, Lease Analysis, U.S. Green Building..., Real Estate Investment, CoStar, Tangible Assets, Credits & Incentives, Indirect Tax
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance - w/ Accounting emphasis
Chicago School of Real Estate - Roosevelt University
MBA, Real Estate
SLU - Madrid, Spain Campus 2000 — 2000
International Business, Finance
Altus Group January 2014 - Present
Grant Thornton LLP October 2007 - October 2013
Thomson Reuters 2003 - 2007
Merrill Lynch 2000 - 2003
Skills
Investments, Appraisals, Finance, Commercial Real Estate, Property Tax, Business Valuation, Management, Valuation, Investment Properties, Machinery and Equipment..., Portfolio Management, Leases, Financial Analysis, Due Diligence, Real Estate, Mergers & Acquisitions, Property Tax Appeals, LEED Accredited, Purchase Price..., Argus Modeling, IFRS, Lease Analysis, U.S. Green Building..., Real Estate Investment, CoStar, Tangible Assets, Credits & Incentives, Indirect Tax
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance - w/ Accounting emphasis
Chicago School of Real Estate - Roosevelt University
MBA, Real Estate
SLU - Madrid, Spain Campus 2000 — 2000
International Business, Finance
Patrick Deady Patrick Deady's Merrill Lynch Experience June 2012 - August 2012
Job Credit analyst Wintrust Bank
Industry Financial Services
Experience
Wintrust Bank Chicago November 2014 - Present
Wintrust Mortgage March 2014 - November 2014
University of Iowa - Henry B. Tippie College of Business September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Wilmette Park District June 2010 - August 2011
Habitat for Humanity International June 2011 - July 2011
Skills
Mircosoft Office, Strong computer skills, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of Iowa 2009 — 2013
Finance, Finance
New Trier High School 2005 — 2009
High School, College Prep
Wintrust Bank Chicago November 2014 - Present
Wintrust Mortgage March 2014 - November 2014
University of Iowa - Henry B. Tippie College of Business September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Wilmette Park District June 2010 - August 2011
Habitat for Humanity International June 2011 - July 2011
Skills
Mircosoft Office, Strong computer skills, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of Iowa 2009 — 2013
Finance, Finance
New Trier High School 2005 — 2009
High School, College Prep
Emily Gross's Merrill Lynch Experience February 2009 - April 2009
Job Referral Technology Executive at East River Medical Imaging, PC
Industry Medical Practice
Experience
East River Medical Imaging, PC January 2014 - Present
East River Medical Imaging, PC April 2012 - December 2013
Marquis Dental Spa, New York, NY July 2010 - March 2012
Sally Fischer Public Relations September 2009 - July 2010
Tractenberg & Co. June 2009 - September 2009
Merrill Lynch February 2009 - April 2009
Trapp Communications Inc May 2008 - December 2008
University of Dreams 2007 - 2007
Skills
Dentistry, Invisalign, Treatment, Event Planning, Customer Service, Softdent, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Teamwork, Advertising, Invisible Braces, Public Relations, Healthcare, Social Media, Orthognathic Surgery, Practice Management, Public Speaking, Quality Patient Care, Direct Patient Care, Marketing Communications, Management, Recruiting, Team Building, New Business Development, Marketing
Education
University of Kentucky 2004 — 2008
BA, Integrated Strategic Communications
Christian Academy of Louisville 2000 — 2004
College Prep - High School Diploma
East River Medical Imaging, PC January 2014 - Present
East River Medical Imaging, PC April 2012 - December 2013
Marquis Dental Spa, New York, NY July 2010 - March 2012
Sally Fischer Public Relations September 2009 - July 2010
Tractenberg & Co. June 2009 - September 2009
Merrill Lynch February 2009 - April 2009
Trapp Communications Inc May 2008 - December 2008
University of Dreams 2007 - 2007
Skills
Dentistry, Invisalign, Treatment, Event Planning, Customer Service, Softdent, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Teamwork, Advertising, Invisible Braces, Public Relations, Healthcare, Social Media, Orthognathic Surgery, Practice Management, Public Speaking, Quality Patient Care, Direct Patient Care, Marketing Communications, Management, Recruiting, Team Building, New Business Development, Marketing
Education
University of Kentucky 2004 — 2008
BA, Integrated Strategic Communications
Christian Academy of Louisville 2000 — 2004
College Prep - High School Diploma
Reid Frumkin Reid Frumkin's Merrill Lynch Experience August 2007 - June 2011
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2014 - Present
Morgan Stanley April 2013 - April 2014
Opti Staffing Group September 2012 - March 2013
Dump City Dumplings, LLC April 2010 - September 2012
Merrill Lynch August 2007 - June 2011
Skills
Investment Advisory, Strategic Financial..., Investments, Economics, Series 7, Series 66, Account Management, Quickbooks, Business Planning
Education
University of Iowa 2003 — 2007
B.B.A., Finance
Fisher Investments April 2014 - Present
Morgan Stanley April 2013 - April 2014
Opti Staffing Group September 2012 - March 2013
Dump City Dumplings, LLC April 2010 - September 2012
Merrill Lynch August 2007 - June 2011
Skills
Investment Advisory, Strategic Financial..., Investments, Economics, Series 7, Series 66, Account Management, Quickbooks, Business Planning
Education
University of Iowa 2003 — 2007
B.B.A., Finance
Roger Smith, CIMA®, CFP®'s Merrill Lynch Experience August 1994 - October 1999
Job Senior VicePresident, Senior Wealth Advisor Vectra Wealth Advisors
Industry Financial Services
Experience
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
Leslie Hornback, CDFA's Merrill Lynch Experience June 1995 - January 2010
Job Senior Wealth Strategist, LPL Financial
Industry Financial Services
Experience
Horizon Wealth Management, LLC August 2015 - Present
Lamkin Wealth Mangement March 2013 - August 2015
Merrill Lynch June 1995 - January 2010
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Series 63, Series 65, Life and Health..., Wealth, Finance, Portfolio Management, Securities, Financial Services, Wealth Management..., Certified Divorce..., CDFA™, Divorce Solutions, Management
Education
University of Kentucky
Bachelor of Science (BS), Computer Science
Horizon Wealth Management, LLC August 2015 - Present
Lamkin Wealth Mangement March 2013 - August 2015
Merrill Lynch June 1995 - January 2010
Skills
Retirement Planning, Wealth Management, Retirement, Series 7, Series 63, Series 65, Life and Health..., Wealth, Finance, Portfolio Management, Securities, Financial Services, Wealth Management..., Certified Divorce..., CDFA™, Divorce Solutions, Management
Education
University of Kentucky
Bachelor of Science (BS), Computer Science
Jake Boss's Merrill Lynch Experience May 2013 - August 2013
Job Emerging Technology Sales Representative at Government Acquisitions
Industry Information Technology and Services
Experience
Government Acquisitions March 2015 - Present
Fidelity Investments June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Iceoplex at Southpointe LLC January 2007 - 2013
Merrill Lynch May 2012 - August 2012
PAHL Certified Ice Hockey Referee 2005 - 2007
Skills
Microsoft Office, Social Networking, Leadership, Time Management, Event Planning, Finance, Customer Service, Key Client Relationships, Sales, Client Development, Money Management, Team Building, Event Management, Marketing, Social Media
Education
University of Kentucky 2010 — 2014
Bachelor's Degree, Double Major: Finance and Management
Peters Township High School 2006 — 2010
Dean's List (3.5 GPA or above)
Government Acquisitions March 2015 - Present
Fidelity Investments June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Iceoplex at Southpointe LLC January 2007 - 2013
Merrill Lynch May 2012 - August 2012
PAHL Certified Ice Hockey Referee 2005 - 2007
Skills
Microsoft Office, Social Networking, Leadership, Time Management, Event Planning, Finance, Customer Service, Key Client Relationships, Sales, Client Development, Money Management, Team Building, Event Management, Marketing, Social Media
Education
University of Kentucky 2010 — 2014
Bachelor's Degree, Double Major: Finance and Management
Peters Township High School 2006 — 2010
Dean's List (3.5 GPA or above)
Kenneth Vereen, Jr. Kenneth Vereen, Jr.'s Merrill Lynch Experience January 2009 - May 2009
Job NonAgency RMBS Credit Analyst at Invesco US
Industry Investment Management
Experience
Invesco US June 2015 - Present
Deutsche Bank July 2011 - May 2015
University of Kentucky May 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Structured Finance, Financial Modeling, Trading, Financial Structuring, Capital Markets, VBA, Risk Management, Fixed Income, Financial Analysis, Investments, Bloomberg, Series 7, Series 63, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
University of Kentucky 2006 — 2010
Bachelor, Finance
University of Kentucky 2006 — 2010
Bachelor, Economics
Invesco US June 2015 - Present
Deutsche Bank July 2011 - May 2015
University of Kentucky May 2010 - August 2010
UBS Wealth Management January 2010 - May 2010
Merrill Lynch January 2009 - May 2009
Skills
Structured Finance, Financial Modeling, Trading, Financial Structuring, Capital Markets, VBA, Risk Management, Fixed Income, Financial Analysis, Investments, Bloomberg, Series 7, Series 63, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
University of Kentucky 2006 — 2010
Bachelor, Finance
University of Kentucky 2006 — 2010
Bachelor, Economics
Luke Christianson Luke Christianson's Merrill Lynch Experience June 2011 - August 2011
Job Analyst at Lazard Middle Market LLC
Industry Investment Banking
Experience
Lazard Middle Market LLC April 2015 - Present
William Blair & Company June 2013 - March 2015
William Blair & Company June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Premium Painting September 2008 - August 2010
Education
University of Iowa 2008 — 2013
Bachelor’s Degree, Accounting and Finance
Lazard Middle Market LLC April 2015 - Present
William Blair & Company June 2013 - March 2015
William Blair & Company June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Premium Painting September 2008 - August 2010
Education
University of Iowa 2008 — 2013
Bachelor’s Degree, Accounting and Finance
Mark W. McCaw's Merrill Lynch Experience October 1990 - October 1998
Job Senior Vice President & Senior Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Morgan Stanley October 1998 - November 2008
Merrill Lynch October 1990 - October 1998
Skills
Portfolio Management, Portfolio Risk Auditor, Wealth Management, Financial Planning
Education
University of Kentucky 1976 — 1985
BA, Business Finance & Economics
UBS Wealth Management November 2008 - Present
Morgan Stanley October 1998 - November 2008
Merrill Lynch October 1990 - October 1998
Skills
Portfolio Management, Portfolio Risk Auditor, Wealth Management, Financial Planning
Education
University of Kentucky 1976 — 1985
BA, Business Finance & Economics
Dylan Half Dylan Half's Merrill Lynch Experience June 2014 - August 2014
Job Economics major at the University of Iowa
Industry Financial Services
Experience
Command Transportation June 2015 - Present
The Union Bar November 2013 - January 2015
Merrill Lynch June 2014 - August 2014
River Trail Park District June 2012 - August 2013
Advance Equipment May 2011 - August 2011
North Shore Country Club June 2009 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office, Time Management, Customer Service, Social Media, Sales
Education
University of Iowa 2011 — 2015
Economics
Loyola Academy 2007 — 2011
Command Transportation June 2015 - Present
The Union Bar November 2013 - January 2015
Merrill Lynch June 2014 - August 2014
River Trail Park District June 2012 - August 2013
Advance Equipment May 2011 - August 2011
North Shore Country Club June 2009 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Microsoft Office, Time Management, Customer Service, Social Media, Sales
Education
University of Iowa 2011 — 2015
Economics
Loyola Academy 2007 — 2011
Craig Zucker's Merrill Lynch Experience March 1997 - May 2009
Job Senior Vice President at Southern Cross Resource Group International
Industry Capital Markets
Experience
Southern Cross resources Inc October 2013 - Present
Zuk Capital Inc. April 2008 - Present
Peak Properties May 2013 - August 2014
CCM Capital Markets April 2008 - June 2013
Merrill Lynch March 1997 - May 2009
JP Morgan Asset Management 1990 - 1997
Skills
Sales & Marketing..., Commercial Real Estate, Property Management, Fixed Income, REIT, Bonds, Options Strategies, Investment Properties, Trading, Interest Rate Hedging, Real Estate, Alternative Investments, Equities, REO, Options, Portfolio Management, Investments
Education
University of Iowa 1978 — 1982
BA, ECONOMICS
University of Iowa 1978 — 1982
Bachelor of Arts (B.A.), Economics
New trier west 1973 — 1978
Southern Cross resources Inc October 2013 - Present
Zuk Capital Inc. April 2008 - Present
Peak Properties May 2013 - August 2014
CCM Capital Markets April 2008 - June 2013
Merrill Lynch March 1997 - May 2009
JP Morgan Asset Management 1990 - 1997
Skills
Sales & Marketing..., Commercial Real Estate, Property Management, Fixed Income, REIT, Bonds, Options Strategies, Investment Properties, Trading, Interest Rate Hedging, Real Estate, Alternative Investments, Equities, REO, Options, Portfolio Management, Investments
Education
University of Iowa 1978 — 1982
BA, ECONOMICS
University of Iowa 1978 — 1982
Bachelor of Arts (B.A.), Economics
New trier west 1973 — 1978
Ben Hazlebeck's Merrill Lynch Experience February 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Sartori Company July 2012 - January 2015
Vector Marketing May 2010 - May 2012
Vector Marketing June 2009 - April 2012
Skills
MOS Certified, Sales, Marketing, Sales Management, Customer Service, Marketing Strategy, Direct Sales, Social Media, Social Networking, PowerPoint, Spanish, Microsoft Excel, Negotiation, Leadership, Microsoft Word, Account Management, Cold Calling, Strategic Planning
Education
University of Kentucky 2008 — 2012
Bachelor of Science (BS), Business & Economics, 3.5
University of Kentucky 2008 — 2012
Business & Economics, Economics
Merrill Lynch February 2015 - Present
Sartori Company July 2012 - January 2015
Vector Marketing May 2010 - May 2012
Vector Marketing June 2009 - April 2012
Skills
MOS Certified, Sales, Marketing, Sales Management, Customer Service, Marketing Strategy, Direct Sales, Social Media, Social Networking, PowerPoint, Spanish, Microsoft Excel, Negotiation, Leadership, Microsoft Word, Account Management, Cold Calling, Strategic Planning
Education
University of Kentucky 2008 — 2012
Bachelor of Science (BS), Business & Economics, 3.5
University of Kentucky 2008 — 2012
Business & Economics, Economics
Ben Fagerlind Ben Fagerlind's Merrill Lynch Experience April 2013 - Present
Job Senior Financial Advisor at Merrill Lynch Wealth Management, Vice President
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch April 2013 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Sahaj Patel's Merrill Lynch Experience March 2014 - July 2014
Job Director of Business Development at IMIO LLC
Industry Financial Services
Experience
IMIO LLC June 2014 - Present
Merrill Lynch March 2014 - July 2014
Merrill Lynch December 2013 - March 2014
Citadel LLC June 2013 - September 2013
Merrill Lynch August 2011 - January 2013
Aegis Capital June 2010 - August 2010
Skills
Series 7, Wealth Management, Strategic Financial..., Asset Allocation, Investments, Retirement Planning, Financial Advisory, Mutual Funds, Securities, Series 63, Uniform Combined State..., Series 66, Health Insurance, Life Insurance, Retirement, Long-term Care, 401k Rollovers, Venture Capital, Start-up Consulting, Start-up Ventures, New Venture Development, Finance, Microsoft Office
Education
University of Iowa 2007 — 2011
Bachelor of Arts (BA), Economics
University of Iowa
IMIO LLC June 2014 - Present
Merrill Lynch March 2014 - July 2014
Merrill Lynch December 2013 - March 2014
Citadel LLC June 2013 - September 2013
Merrill Lynch August 2011 - January 2013
Aegis Capital June 2010 - August 2010
Skills
Series 7, Wealth Management, Strategic Financial..., Asset Allocation, Investments, Retirement Planning, Financial Advisory, Mutual Funds, Securities, Series 63, Uniform Combined State..., Series 66, Health Insurance, Life Insurance, Retirement, Long-term Care, 401k Rollovers, Venture Capital, Start-up Consulting, Start-up Ventures, New Venture Development, Finance, Microsoft Office
Education
University of Iowa 2007 — 2011
Bachelor of Arts (BA), Economics
University of Iowa
Rick Bohn's Merrill Lynch Experience May 1994 - April 2008
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc April 2009 - Present
NWQ Wealth Partners, LLC April 2009 - Present
Morgan Stanley Smith Barney May 1998 - April 2009
Merrill Lynch May 1994 - April 2008
Skills
Securities, Wealth Management, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, Finance, IRAs, Retirement Planning, Retirement, Wealth, Equities, FINRA, Investments, Estate Planning, Mutual Funds, Public Speaking, 401k, Asset Management, Strategic Financial..., Financial Services, Management, ETFs, Long-term Care
Education
University of Kentucky 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Raymond James Financial Services, Inc April 2009 - Present
NWQ Wealth Partners, LLC April 2009 - Present
Morgan Stanley Smith Barney May 1998 - April 2009
Merrill Lynch May 1994 - April 2008
Skills
Securities, Wealth Management, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, Finance, IRAs, Retirement Planning, Retirement, Wealth, Equities, FINRA, Investments, Estate Planning, Mutual Funds, Public Speaking, 401k, Asset Management, Strategic Financial..., Financial Services, Management, ETFs, Long-term Care
Education
University of Kentucky 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance
Lauren Braun Lauren Braun's Merrill Lynch Experience January 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch March 2014 - Present
AFN June 2012 - March 2014
Kuhl, Philips, and Jans January 2011 - April 2012
Walker Brothers Pancake House January 2009 - January 2012
Sheraton August 2009 - December 2010
Justice April 2006 - August 2008
Skills
Training, Sales, Customer Service, CRM
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch January 2015 - Present
Merrill Lynch March 2014 - Present
AFN June 2012 - March 2014
Kuhl, Philips, and Jans January 2011 - April 2012
Walker Brothers Pancake House January 2009 - January 2012
Sheraton August 2009 - December 2010
Justice April 2006 - August 2008
Skills
Training, Sales, Customer Service, CRM
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Brian Karmowski's Merrill Lynch Experience January 2006 - May 2006
Job Director at Essex Realty Group, Inc.
Industry Real Estate
Experience
Essex Realty Group, Inc. August 2014 - Present
Essex Realty Group, Inc. August 2011 - July 2014
Northern Trust May 2008 - August 2011
Northern Trust July 2007 - May 2008
Merrill Lynch January 2006 - May 2006
Skills
Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Multi-family Investment..., Brokerage, Financial Modeling, Investment Properties, Alternative Investments, Real Estate Economics, Real Estate Syndication
Education
University of Kentucky 2003 — 2007
BBA, Finance and Economics
Essex Realty Group, Inc. August 2014 - Present
Essex Realty Group, Inc. August 2011 - July 2014
Northern Trust May 2008 - August 2011
Northern Trust July 2007 - May 2008
Merrill Lynch January 2006 - May 2006
Skills
Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Multi-family Investment..., Brokerage, Financial Modeling, Investment Properties, Alternative Investments, Real Estate Economics, Real Estate Syndication
Education
University of Kentucky 2003 — 2007
BBA, Finance and Economics
Curtis Purington's Merrill Lynch Experience April 1982 - April 1989
Job INVESTMENT MANAGEMENT THAT IS FREE FROM CONFLICTS OF INTEREST. 6122347233
Industry Investment Management
Experience
Safe Harbor Capital Management, LLC August 2012 - Present
Oppenheimer & Co. September 2010 - August 2012
Wells Fargo Investments, LLC July 2002 - August 2010
Piper Jaffray April 1989 - July 2002
Merrill Lynch April 1982 - April 1989
Skills
Wealth Management, Portfolio Management, Fiduciary, Investment Advisory, Trading Systems, Investment Strategies, Asset Managment, Trading, Financial Advisory, Risk Management, Investments, Investment Management, Series 65, Retirement Planning, Mutual Funds, Asset Allocation, Options, Finance, Strategic Financial..., ETFs, Series 63, Loans, Series 7, Fixed Income, Financial Markets, Management, Capital Markets, Alternative Investments, Hedge Funds, Banking, Asset Management
Education
University of Iowa
Bettendorf High School
Safe Harbor Capital Management, LLC August 2012 - Present
Oppenheimer & Co. September 2010 - August 2012
Wells Fargo Investments, LLC July 2002 - August 2010
Piper Jaffray April 1989 - July 2002
Merrill Lynch April 1982 - April 1989
Skills
Wealth Management, Portfolio Management, Fiduciary, Investment Advisory, Trading Systems, Investment Strategies, Asset Managment, Trading, Financial Advisory, Risk Management, Investments, Investment Management, Series 65, Retirement Planning, Mutual Funds, Asset Allocation, Options, Finance, Strategic Financial..., ETFs, Series 63, Loans, Series 7, Fixed Income, Financial Markets, Management, Capital Markets, Alternative Investments, Hedge Funds, Banking, Asset Management
Education
University of Iowa
Bettendorf High School
Alex Sturwold's Merrill Lynch Experience July 2012 - July 2014
Job Partner at ONE Companies, LLC
Industry Real Estate
Experience
ONE Companies, LLC July 2014 - Present
Apogee Stores, LLC May 2014 - Present
Merrill Lynch July 2012 - July 2014
Merrill Lynch June 2011 - August 2011
University of Iowa Krause Fund August 2010 - June 2011
Horwitz & Associates July 2010 - August 2010
Bollinger Ruberry & Garvey LLP June 2007 - August 2010
Skills
Investment Properties, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Real Estate Development, Real Estate, Multi-family Investments, Commercial Real Estate, Investment Banking, Mobile Home Parks, Arbitrage, Leadership, Entrepreneurship, Equities, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Entrepreneurial Management
ONE Companies, LLC July 2014 - Present
Apogee Stores, LLC May 2014 - Present
Merrill Lynch July 2012 - July 2014
Merrill Lynch June 2011 - August 2011
University of Iowa Krause Fund August 2010 - June 2011
Horwitz & Associates July 2010 - August 2010
Bollinger Ruberry & Garvey LLP June 2007 - August 2010
Skills
Investment Properties, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Real Estate Development, Real Estate, Multi-family Investments, Commercial Real Estate, Investment Banking, Mobile Home Parks, Arbitrage, Leadership, Entrepreneurship, Equities, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Entrepreneurial Management
Debra Teeter Debra Teeter's Merrill Lynch Experience June 2014 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2014 - Present
Springleaf Financial Services December 2013 - June 2014
Springleaf Financial Services February 2006 - December 2013
Skills
Consumer Lending, Customer Service, Sales Management, Insurance, Underwriting, Financial Analysis, Relationship Management, Mortgage Lending, Loans, Risk Management, Credit, Finance, Sales, Credit Analysis, Banking, Business Development, Loan Origination
Education
University of Illinois Springfield
Bachelor of Arts (BA), Communication, General
Merrill Lynch June 2014 - Present
Springleaf Financial Services December 2013 - June 2014
Springleaf Financial Services February 2006 - December 2013
Skills
Consumer Lending, Customer Service, Sales Management, Insurance, Underwriting, Financial Analysis, Relationship Management, Mortgage Lending, Loans, Risk Management, Credit, Finance, Sales, Credit Analysis, Banking, Business Development, Loan Origination
Education
University of Illinois Springfield
Bachelor of Arts (BA), Communication, General
Jonathan Sargent Jonathan Sargent's Merrill Lynch Experience 2007 - September 2010
Job Executive Vice President at Todd & Sargent, Inc.
Industry Construction
Experience
Todd & Sargent, Inc. January 2014 - Present
Todd & Sargent, Inc. September 2010 - December 2013
Merrill Lynch 2007 - September 2010
Northern Trust 2005 - 2007
Skills
Insurance, Banking, Contract Negotiation, Finance, Financial Analysis, Risk Management, Loans, Investments, Financial Reporting, Process Improvement, Credit Analysis
Education
University of Chicago Booth School of Business 2007 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA
Todd & Sargent, Inc. January 2014 - Present
Todd & Sargent, Inc. September 2010 - December 2013
Merrill Lynch 2007 - September 2010
Northern Trust 2005 - 2007
Skills
Insurance, Banking, Contract Negotiation, Finance, Financial Analysis, Risk Management, Loans, Investments, Financial Reporting, Process Improvement, Credit Analysis
Education
University of Chicago Booth School of Business 2007 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA
Christopher Schuetz's Merrill Lynch Experience February 2009 - May 2009
Job Sales and Leasing Agent at Real Estate Solutions of Kentucky
Industry Real Estate
Experience
Real Estate Solutions of Kentucky January 2011 - Present
Bluegrass Closeouts September 2009 - September 2011
ITT Technical Institute January 2010 - March 2011
Target May 2009 - August 2009
Merrill Lynch February 2009 - May 2009
National City Bank June 2008 - August 2008
Skills
Investment Properties, Event Management, Marketing, Portfolio Management, Sellers, Competitive Analysis, Short Sales, Management, Communication Skills, Customer Satisfaction, Data Analysis
Education
University of Kentucky 2005 — 2009
BS, Finance, Marketing
Real Estate Solutions of Kentucky January 2011 - Present
Bluegrass Closeouts September 2009 - September 2011
ITT Technical Institute January 2010 - March 2011
Target May 2009 - August 2009
Merrill Lynch February 2009 - May 2009
National City Bank June 2008 - August 2008
Skills
Investment Properties, Event Management, Marketing, Portfolio Management, Sellers, Competitive Analysis, Short Sales, Management, Communication Skills, Customer Satisfaction, Data Analysis
Education
University of Kentucky 2005 — 2009
BS, Finance, Marketing
Sharon M. Marshall's Merrill Lynch Experience September 1988 - July 1992
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2014 - Present
Incomeworks/Commonwealth Financial January 2009 - January 2014
The Grammar School at Somersville 2000 - 2008
Energize Springfield March 1995 - June 2000
Dain Bosworth July 1992 - December 1993
Merrill Lynch September 1988 - July 1992
Fifth Third Bank June 1985 - September 1988
Skills
Wealth Management, Investment Management, Retirement Income, Savings Strategies, Mutual Funds, Retirement, Banking, Investments, Equities, Hold Series 7, Hold Series 66, Life Insurance, Disability Insurance, Long Term Care Insurance, Uniform Combined State...
Education
University of Minnesota-Twin Cities 1989 — 1990
B.S. in Business Administration and Economics
University of Kentucky 1983 — 1987
Business Administration and Economics
Northwestern Mutual January 2014 - Present
Incomeworks/Commonwealth Financial January 2009 - January 2014
The Grammar School at Somersville 2000 - 2008
Energize Springfield March 1995 - June 2000
Dain Bosworth July 1992 - December 1993
Merrill Lynch September 1988 - July 1992
Fifth Third Bank June 1985 - September 1988
Skills
Wealth Management, Investment Management, Retirement Income, Savings Strategies, Mutual Funds, Retirement, Banking, Investments, Equities, Hold Series 7, Hold Series 66, Life Insurance, Disability Insurance, Long Term Care Insurance, Uniform Combined State...
Education
University of Minnesota-Twin Cities 1989 — 1990
B.S. in Business Administration and Economics
University of Kentucky 1983 — 1987
Business Administration and Economics
Sara Longcor Sara Longcor's Merrill Lynch Experience June 2009 - August 2009
Job Financial Specialist at Accenture
Industry Financial Services
Experience
Accenture July 2012 - Present
Accenture January 2010 - July 2012
Merrill Lynch June 2009 - August 2009
Amera-Seiki CNC Machine Tools May 2008 - August 2009
University of Iowa January 2009 - June 2009
Humatal August 2007 - December 2007
Skills
Accounting, Internal Controls, Finance, Forecasting, Financial Modeling, Managerial Finance, US GAAP, Management
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Finance, Spanish
Universidad de Alicante 2008 — 2008
Spanish
Accenture July 2012 - Present
Accenture January 2010 - July 2012
Merrill Lynch June 2009 - August 2009
Amera-Seiki CNC Machine Tools May 2008 - August 2009
University of Iowa January 2009 - June 2009
Humatal August 2007 - December 2007
Skills
Accounting, Internal Controls, Finance, Forecasting, Financial Modeling, Managerial Finance, US GAAP, Management
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Finance, Spanish
Universidad de Alicante 2008 — 2008
Spanish
Tyler Silva Tyler Silva's Merrill Lynch Experience September 2009 - December 2009
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan November 2011 - Present
The Northern Trust August 2010 - November 2011
Merrill Lynch September 2009 - December 2009
University of Iowa August 2009 - December 2009
Skills
Corporate Finance, Credit Risk Management, Financial Analysis, Portfolio Management, Relationship Management, Corporate Banking, Wealth Management, Investments, Equities, Financial Modeling, Fixed Income, Credit Analysis, Mutual Funds, Treasury Services
Education
University of Iowa 2006 — 2010
BBA, Finance
J.P. Morgan July 2014 - Present
J.P. Morgan November 2011 - Present
The Northern Trust August 2010 - November 2011
Merrill Lynch September 2009 - December 2009
University of Iowa August 2009 - December 2009
Skills
Corporate Finance, Credit Risk Management, Financial Analysis, Portfolio Management, Relationship Management, Corporate Banking, Wealth Management, Investments, Equities, Financial Modeling, Fixed Income, Credit Analysis, Mutual Funds, Treasury Services
Education
University of Iowa 2006 — 2010
BBA, Finance
Justin Welsh's Merrill Lynch Experience May 2006 - August 2006
Job Management Consultant at Matisia Consultants
Industry Financial Services
Experience
Matisia Consultants August 2015 - Present
Amazon October 2013 - March 2015
Welsh's World Tour September 2012 - August 2013
Fifth Third Bank July 2011 - September 2012
Fifth Third Bank July 2010 - July 2011
Fifth Third Bank October 2009 - July 2010
Fifth Third Bank July 2008 - October 2009
University of Iowa September 2006 - May 2008
Best Buy May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Accounting, Banking, Financial Analysis, Financial Modeling, Mergers, Strategic Planning, Finance, Forecasting
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Matisia Consultants August 2015 - Present
Amazon October 2013 - March 2015
Welsh's World Tour September 2012 - August 2013
Fifth Third Bank July 2011 - September 2012
Fifth Third Bank July 2010 - July 2011
Fifth Third Bank October 2009 - July 2010
Fifth Third Bank July 2008 - October 2009
University of Iowa September 2006 - May 2008
Best Buy May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Accounting, Banking, Financial Analysis, Financial Modeling, Mergers, Strategic Planning, Finance, Forecasting
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Brian J. Kress Brian J. Kress's Merrill Lynch Experience May 2011 - August 2011
Job Business & Systems Integration Sr. Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture July 2013 - Present
Accenture June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Financial Statement..., Valuation, Equities, Oracle OBIEE, Microsoft Office, Accounting, Equity Valuation, Equity Research, Bloomberg Terminal
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Accenture July 2013 - Present
Accenture June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Financial Statement..., Valuation, Equities, Oracle OBIEE, Microsoft Office, Accounting, Equity Valuation, Equity Research, Bloomberg Terminal
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Beth Ann Hudson Beth Ann Hudson's Merrill Lynch Experience February 1986 - October 1990
Job Clinical Oncology Specialist at Genentech
Industry Biotechnology
Experience
Genentech BioOncology March 2011 - Present
Genentech July 2008 - March 2011
Pfizer August 2002 - July 2008
Merck March 2001 - August 2002
Springfield Clinic LLP 1990 - 2001
Merrill Lynch February 1986 - October 1990
Skills
Managed Care, Pharmaceutical Industry, Pharmaceutical Sales, Oncology, Biotechnology, Healthcare, Health Economics, Selling Skills, Cross-functional Team..., Training, Management, Product Launch, Resource Management, Sales Operations
Education
University of Illinois Springfield 1996 — 2000
BS, Accountancy
Genentech BioOncology March 2011 - Present
Genentech July 2008 - March 2011
Pfizer August 2002 - July 2008
Merck March 2001 - August 2002
Springfield Clinic LLP 1990 - 2001
Merrill Lynch February 1986 - October 1990
Skills
Managed Care, Pharmaceutical Industry, Pharmaceutical Sales, Oncology, Biotechnology, Healthcare, Health Economics, Selling Skills, Cross-functional Team..., Training, Management, Product Launch, Resource Management, Sales Operations
Education
University of Illinois Springfield 1996 — 2000
BS, Accountancy
Catarina Naro's Merrill Lynch Experience February 2014 - Present
Job Registered Client Associate at Merrill Lynch
Industry Hospital & Health Care
Experience
Merrill Lynch February 2014 - Present
Glenview Terrace Nursing Center September 2012 - February 2014
Ritz Carton a Four Seasons Hotel June 2012 - August 2012
CRL Senior Living Communities: North Grove Manor November 2011 - June 2012
Education
University of Iowa 2006 — 2010
Bachelors Degree in Arts and Sciences, English and Creative Writing
Merrill Lynch February 2014 - Present
Glenview Terrace Nursing Center September 2012 - February 2014
Ritz Carton a Four Seasons Hotel June 2012 - August 2012
CRL Senior Living Communities: North Grove Manor November 2011 - June 2012
Education
University of Iowa 2006 — 2010
Bachelors Degree in Arts and Sciences, English and Creative Writing
Chris Henricks Chris Henricks's Merrill Lynch Experience 2004 - 2005
Job Business Management Consultant
Industry Accounting
Experience
Small Business Services Inc. June 2009 - Present
Millennium Piping Inc. October 2006 - December 2010
Textured Coatings of America 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Financial Analysis, Accouting/Bookkeeping, Accounts Payable, Accounts Receivable, Payroll, Accounting, Cash Management, General Ledger, Finance, Analysis, Budgets, Microsoft Excel, Business Strategy, Customer Service, Time Management, Management, Microsoft Office, Sales, Team Building, Business Development, Inventory Management, Insurance, Human Resources, Process Improvement, New Business Development, Access
Education
Northern Illinois University - College of Business 2011 — 2013
MBA, Finance/Accounting
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance
Small Business Services Inc. June 2009 - Present
Millennium Piping Inc. October 2006 - December 2010
Textured Coatings of America 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Financial Analysis, Accouting/Bookkeeping, Accounts Payable, Accounts Receivable, Payroll, Accounting, Cash Management, General Ledger, Finance, Analysis, Budgets, Microsoft Excel, Business Strategy, Customer Service, Time Management, Management, Microsoft Office, Sales, Team Building, Business Development, Inventory Management, Insurance, Human Resources, Process Improvement, New Business Development, Access
Education
Northern Illinois University - College of Business 2011 — 2013
MBA, Finance/Accounting
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Finance
Nate Zitelman Nate Zitelman's Merrill Lynch Experience January 2004 - May 2004
Job Vice President at Fidelity Bank & Trust
Industry Financial Services
Experience
Fidelity Bank & Trust October 2014 - Present
Northern Trust June 2011 - September 2014
Northern Trust September 2007 - June 2011
Northern Trust July 2006 - September 2007
Northern Trust June 2005 - August 2005
Principal Financial Group June 2004 - December 2004
Merrill Lynch January 2004 - May 2004
Education
University of Iowa 2001 — 2005
Bachelors, Finance
Beckman High School 1998 — 2001
Fidelity Bank & Trust October 2014 - Present
Northern Trust June 2011 - September 2014
Northern Trust September 2007 - June 2011
Northern Trust July 2006 - September 2007
Northern Trust June 2005 - August 2005
Principal Financial Group June 2004 - December 2004
Merrill Lynch January 2004 - May 2004
Education
University of Iowa 2001 — 2005
Bachelors, Finance
Beckman High School 1998 — 2001
Melissa Robich, CFP (R)'s Merrill Lynch Experience February 2006 - October 2008
Job Vice President & Portfolio Manager
Industry Investment Management
Experience
First Kentucky Trust March 2015 - Present
Fifth Third Bank July 2010 - February 2015
Merrill Lynch February 2006 - October 2008
Fifth Third Bank March 2004 - February 2006
Fifth Third Asset Management July 2001 - March 2004
Skills
Portfolio Management, Investment Portfolio, Investment Strategies, Client-oriented, Asset Allocation, Wealth Management, Alternative Investment..., Equity Research, Securities, Trading, Financial Modeling, Investment Management, Finance, Mutual Funds, Analysis, Investment Advisory, Strategy, Relationship Management, Equities, Financial Analysis, Alternative Investments
Education
University of Kentucky 1997 — 2001
Bachelors of Science, Finance, Business
University of Kentucky 1997 — 2001
Bachelor of Science (B.S.), Finance, General
First Kentucky Trust March 2015 - Present
Fifth Third Bank July 2010 - February 2015
Merrill Lynch February 2006 - October 2008
Fifth Third Bank March 2004 - February 2006
Fifth Third Asset Management July 2001 - March 2004
Skills
Portfolio Management, Investment Portfolio, Investment Strategies, Client-oriented, Asset Allocation, Wealth Management, Alternative Investment..., Equity Research, Securities, Trading, Financial Modeling, Investment Management, Finance, Mutual Funds, Analysis, Investment Advisory, Strategy, Relationship Management, Equities, Financial Analysis, Alternative Investments
Education
University of Kentucky 1997 — 2001
Bachelors of Science, Finance, Business
University of Kentucky 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Grant Coffman's Merrill Lynch Experience May 2008 - August 2008
Job Senior Consultant at AArete
Industry Management Consulting
Experience
AArete February 2015 - Present
AArete June 2013 - February 2015
Allstate February 2012 - June 2013
Allstate October 2010 - February 2012
The Davenport Country Club May 2007 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Soft Skills, Contract Negotiation, Microsoft Office, Financials, Supplier Negotiation, Supplier Performance, Financial Statement..., Training, Cost Savings..., Consulting, SAP, Sourcing, Process Improvement, Microsoft Excel, Data Analysis, Financial Analysis, Business Process..., Finance, Customer Service, Leadership, Financial Modeling, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance
AArete February 2015 - Present
AArete June 2013 - February 2015
Allstate February 2012 - June 2013
Allstate October 2010 - February 2012
The Davenport Country Club May 2007 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Soft Skills, Contract Negotiation, Microsoft Office, Financials, Supplier Negotiation, Supplier Performance, Financial Statement..., Training, Cost Savings..., Consulting, SAP, Sourcing, Process Improvement, Microsoft Excel, Data Analysis, Financial Analysis, Business Process..., Finance, Customer Service, Leadership, Financial Modeling, Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance
Patrick Finn, CFA's Merrill Lynch Experience June 2006 - August 2009
Job
Industry Investment Management
Experience
Surveyor Capital June 2011 - Present
Sirios Capital Management August 2009 - May 2011
Merrill Lynch June 2006 - August 2009
Education
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.)
Surveyor Capital June 2011 - Present
Sirios Capital Management August 2009 - May 2011
Merrill Lynch June 2006 - August 2009
Education
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.)
Marshall Porter, CRPC's Merrill Lynch Experience August 2004 - April 2007
Job Financial Advisor, Principal Financial Group
Industry Financial Services
Experience
Oh Bacon Productions January 2013 - Present
Principal Financial Group April 2007 - Present
Blue Ribbon Bacon Festival 2001 - Present
Merrill Lynch August 2004 - April 2007
Porter & Associates August 1999 - February 2004
Flair Communications August 1998 - July 1999
Skills
Executive Pay, 401k, Asset Allocation, Asset Managment, Benefits Administration, Business Continuity..., Deferred Compensation, Disability Insurance, Employee Benefits, Employee Relations, Equities, Estate Planning, Executive Management, FINRA, Finance, Financial Advisory, Financial Analysis, Fixed Annuities, HRIS, Human Resources, IRAs, Insurance, Investment Advisory, Investments, Marketing, Mergers, Onboarding, Organizational..., Organizational..., Payroll, Performance Management, Portfolio Management, Retirement, Retirement Planning, Securities, Series 6, Series 7, Small Business, Strategic Financial..., Succession Planning, Talent Management, Term Life Insurance, Wealth
Education
University of Iowa 1995 — 1998
Business Administration, Finance, Accounting, Insurance
University of Iowa - Henry B. Tippie College of Business 1995 — 1998
B.B.A. Business Administration
Institute for American Universities 1996 — 1996
Certificate, International Business
Universite D'Aix-Marseille III 1996 — 1996
Intensive French Language
Oh Bacon Productions January 2013 - Present
Principal Financial Group April 2007 - Present
Blue Ribbon Bacon Festival 2001 - Present
Merrill Lynch August 2004 - April 2007
Porter & Associates August 1999 - February 2004
Flair Communications August 1998 - July 1999
Skills
Executive Pay, 401k, Asset Allocation, Asset Managment, Benefits Administration, Business Continuity..., Deferred Compensation, Disability Insurance, Employee Benefits, Employee Relations, Equities, Estate Planning, Executive Management, FINRA, Finance, Financial Advisory, Financial Analysis, Fixed Annuities, HRIS, Human Resources, IRAs, Insurance, Investment Advisory, Investments, Marketing, Mergers, Onboarding, Organizational..., Organizational..., Payroll, Performance Management, Portfolio Management, Retirement, Retirement Planning, Securities, Series 6, Series 7, Small Business, Strategic Financial..., Succession Planning, Talent Management, Term Life Insurance, Wealth
Education
University of Iowa 1995 — 1998
Business Administration, Finance, Accounting, Insurance
University of Iowa - Henry B. Tippie College of Business 1995 — 1998
B.B.A. Business Administration
Institute for American Universities 1996 — 1996
Certificate, International Business
Universite D'Aix-Marseille III 1996 — 1996
Intensive French Language
Ope Edun's Merrill Lynch Experience August 2006 - February 2010
Job Credit Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2010 - Present
Bank of America Merrill Lynch February 2010 - July 2010
Merrill Lynch August 2006 - February 2010
Merrill Lynch August 2006 - August 2007
Merrill Lynch February 2006 - August 2006
Merrill Lynch July 2005 - February 2006
Merrill Lynch May 2004 - August 2004
Hilliard Lyons May 2003 - June 2003
Education
University of Kentucky 2001 — 2005
B.B.A, Business Administration - Finance
University of Kentucky 2001 — 2005
B.S.c, Accounting
Morgan Stanley August 2010 - Present
Bank of America Merrill Lynch February 2010 - July 2010
Merrill Lynch August 2006 - February 2010
Merrill Lynch August 2006 - August 2007
Merrill Lynch February 2006 - August 2006
Merrill Lynch July 2005 - February 2006
Merrill Lynch May 2004 - August 2004
Hilliard Lyons May 2003 - June 2003
Education
University of Kentucky 2001 — 2005
B.B.A, Business Administration - Finance
University of Kentucky 2001 — 2005
B.S.c, Accounting
Martin Spears's Merrill Lynch Experience January 1999 - Present
Job Senior Financial Advisor, at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 1999 - Present
Education
University of Kentucky 1994 — 1998
Finance, General
Merrill Lynch January 1999 - Present
Education
University of Kentucky 1994 — 1998
Finance, General
Ronald Gross's Merrill Lynch Experience June 1985 - November 1995
Job Internationally Recognized in the Sustainable Arena
Industry Renewables & Environment
Experience
ISO International Organization for Standardization January 2011 - Present
Global Challenge Institute August 2010 - Present
ISO 50001 May 2006 - Present
ILPA, Inc. October 2007 - May 2008
ISO/PC 242 International Standard for Energy Management April 2007 - April 2008
Aura Renewable Energy, Inc February 2002 - August 2005
TEQ Innovations 2004 - 2005
Southwest Securities 1997 - 2001
Life Force Technologies February 1997 - November 1999
Merrill Lynch June 1985 - November 1995
Skills
Strategic Planning, Sustainability, Sponsorship, Publishing, Start-ups, Asset, Books, Energy, Entrepreneur, Fundraising, Strategic Partnerships, Entrepreneurship, Business Planning, Program Management, Leadership, NGOs, Business Strategy, Corporate Social..., Public Speaking, Sustainable Development, Strategy, Public Policy, Public Relations, International...
Education
University of Kentucky 1973 — 1976
BA, History
ISO International Organization for Standardization January 2011 - Present
Global Challenge Institute August 2010 - Present
ISO 50001 May 2006 - Present
ILPA, Inc. October 2007 - May 2008
ISO/PC 242 International Standard for Energy Management April 2007 - April 2008
Aura Renewable Energy, Inc February 2002 - August 2005
TEQ Innovations 2004 - 2005
Southwest Securities 1997 - 2001
Life Force Technologies February 1997 - November 1999
Merrill Lynch June 1985 - November 1995
Skills
Strategic Planning, Sustainability, Sponsorship, Publishing, Start-ups, Asset, Books, Energy, Entrepreneur, Fundraising, Strategic Partnerships, Entrepreneurship, Business Planning, Program Management, Leadership, NGOs, Business Strategy, Corporate Social..., Public Speaking, Sustainable Development, Strategy, Public Policy, Public Relations, International...
Education
University of Kentucky 1973 — 1976
BA, History
Amanda Mahoski's Merrill Lynch Experience May 2005 - August 2005
Job Senior Equity Analyst at BlueCrest Capital Management, LLP
Industry Financial Services
Experience
BlueCrest Capital Management, LLP December 2013 - Present
Balyasny Asset Management July 2009 - November 2013
Barclays Capital July 2007 - June 2009
Lehman Brothers May 2006 - July 2006
University of Iowa Krause Fund January 2006 - May 2006
Merrill Lynch May 2005 - August 2005
Skills
Hedge Funds, Investments, Equities, Equity Research, Financial Modeling, Capital Markets, Bloomberg, Finance, Valuation, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BA, Finance
BlueCrest Capital Management, LLP December 2013 - Present
Balyasny Asset Management July 2009 - November 2013
Barclays Capital July 2007 - June 2009
Lehman Brothers May 2006 - July 2006
University of Iowa Krause Fund January 2006 - May 2006
Merrill Lynch May 2005 - August 2005
Skills
Hedge Funds, Investments, Equities, Equity Research, Financial Modeling, Capital Markets, Bloomberg, Finance, Valuation, Investment Banking, Fixed Income, Alternative Investments, Corporate Finance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BA, Finance
Rick Watkins's Merrill Lynch Experience 2005 - 2008
Job Options Electronic Execution Sales at Citi
Industry Financial Services
Experience
Citi February 2010 - Present
Trinity Derivatives Group April 2009 - November 2009
Piper Jaffray April 2008 - December 2008
Merrill Lynch 2005 - 2008
Geneva Capital 2004 - 2005
Cornerstone Trading Group 2000 - 2004
Eclipse Trading 1998 - 2000
Genesis Trading Group 1996 - 1998
Susquehanna Investment Group 1989 - 1996
Skills
Options, Equity Derivatives, Market Making, Trading, Derivatives, Electronic Trading, Trading Systems, Equity Trading, Proprietary Trading, Financial Markets, Equities, ETFs, Trading Strategies, Hedge Funds, Hedging, Series 7, Series 24, Series 55, Series 63, Bloomberg, Institutional
Education
University of Iowa 1984 — 1987
BS with Honors, Economics
University of Miami 1983 — 1984
Citi February 2010 - Present
Trinity Derivatives Group April 2009 - November 2009
Piper Jaffray April 2008 - December 2008
Merrill Lynch 2005 - 2008
Geneva Capital 2004 - 2005
Cornerstone Trading Group 2000 - 2004
Eclipse Trading 1998 - 2000
Genesis Trading Group 1996 - 1998
Susquehanna Investment Group 1989 - 1996
Skills
Options, Equity Derivatives, Market Making, Trading, Derivatives, Electronic Trading, Trading Systems, Equity Trading, Proprietary Trading, Financial Markets, Equities, ETFs, Trading Strategies, Hedge Funds, Hedging, Series 7, Series 24, Series 55, Series 63, Bloomberg, Institutional
Education
University of Iowa 1984 — 1987
BS with Honors, Economics
University of Miami 1983 — 1984
Benjamin Abbas's Merrill Lynch Experience 2003 - 2006
Job Owner, CoFounder at Threads, Inc.
Industry Computer Software
Experience
Threads, Inc. September 2012 - Present
Baird Mounting Systems October 2008 - Present
GE Antares Capital (formerly Merrill Lynch Capital) February 2008 - May 2008
Merrill Lynch Capital 2006 - 2008
Merrill Lynch 2003 - 2006
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
BBA, Economics / Finance
Threads, Inc. September 2012 - Present
Baird Mounting Systems October 2008 - Present
GE Antares Capital (formerly Merrill Lynch Capital) February 2008 - May 2008
Merrill Lynch Capital 2006 - 2008
Merrill Lynch 2003 - 2006
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
BBA, Economics / Finance
Blair Christensen's Merrill Lynch Experience June 2005 - August 2005
Job Risk Director at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. July 2014 - Present
Ally Financial Inc. September 2012 - July 2014
Ally Financial Inc. October 2011 - September 2012
Ally Financial Inc. February 2011 - October 2011
Ally Financial July 2007 - October 2011
Tavern Restaurant Group May 1997 - July 2007
Merrill Lynch June 2005 - August 2005
HHB 2/138th Field Artillery Battalion January 1997 - January 2003
Skills
Underwriting, Portfolio Management, Risk Management, Risk Assessment, Loan Origination, Loans, Credit Analysis, Credit Risk, Financial Analysis, Commercial Lending, Financial Risk, Credit, Finance, Financial Modeling, Leadership, Financial Services, Banking, Relationship Management, Consumer Lending, Asset Based Lending, Operational Risk..., Operational Risk, Commercial Banking, Due Diligence, Corporate Finance, Small Business Lending, Strategic Financial..., Mortgage Lending, Asset Management, Loss Mitigation, Valuation, Insurance, Wealth Management, Investments, Financial Statement..., Retirement Planning, Risk Analysis, Cash Flow, Lines Of Credit, Auditing, Loan Servicing
Education
Waynesburg University 2010 — 2012
MBA, Finance
University of Kentucky 2003 — 2006
Bachelor's, Finance
Ally Financial Inc. July 2014 - Present
Ally Financial Inc. September 2012 - July 2014
Ally Financial Inc. October 2011 - September 2012
Ally Financial Inc. February 2011 - October 2011
Ally Financial July 2007 - October 2011
Tavern Restaurant Group May 1997 - July 2007
Merrill Lynch June 2005 - August 2005
HHB 2/138th Field Artillery Battalion January 1997 - January 2003
Skills
Underwriting, Portfolio Management, Risk Management, Risk Assessment, Loan Origination, Loans, Credit Analysis, Credit Risk, Financial Analysis, Commercial Lending, Financial Risk, Credit, Finance, Financial Modeling, Leadership, Financial Services, Banking, Relationship Management, Consumer Lending, Asset Based Lending, Operational Risk..., Operational Risk, Commercial Banking, Due Diligence, Corporate Finance, Small Business Lending, Strategic Financial..., Mortgage Lending, Asset Management, Loss Mitigation, Valuation, Insurance, Wealth Management, Investments, Financial Statement..., Retirement Planning, Risk Analysis, Cash Flow, Lines Of Credit, Auditing, Loan Servicing
Education
Waynesburg University 2010 — 2012
MBA, Finance
University of Kentucky 2003 — 2006
Bachelor's, Finance
Alan Micek's Merrill Lynch Experience May 2000 - September 2001
Job at Stephen Gould Corporation
Industry Wholesale
Experience
Stephen Gould Corporation August 2010 - Present
IFC Credit Corporation June 2007 - January 2009
AT&T February 2002 - June 2007
Merrill Lynch May 2000 - September 2001
Ameritech - SBC - AT&T March 1998 - April 2000
Worldcom 1997 - 1998
Education
University of Iowa 1993 — 1997
BS, Communications
Stephen Gould Corporation August 2010 - Present
IFC Credit Corporation June 2007 - January 2009
AT&T February 2002 - June 2007
Merrill Lynch May 2000 - September 2001
Ameritech - SBC - AT&T March 1998 - April 2000
Worldcom 1997 - 1998
Education
University of Iowa 1993 — 1997
BS, Communications
Eric Lowe's Merrill Lynch Experience 1998 - 2000
Job Technical Business Consultant at Humana
Industry Information Technology and Services
Experience
Humana July 2014 - Present
JPMorgan Chase 2005 - July 2014
JPMorganChase/Bank One 2002 - 2005
Bank One 2000 - 2002
Merrill Lynch 1998 - 2000
Skills
Microsoft SQL Server, Windows Server, Visio, SharePoint, Disaster Recovery, Windows 7, FreeBSD, Input Accel, Oracle SQL, Oracle Document Capture, Enterprise Architecture, IT Strategy, Unix, SQL, IIS, Business Analysis, Citrix, Database Design, ITIL, Databases, Systems Analysis, Access, Windows, Incident Management, Requirements Analysis, Virtualization, Oracle, System Administration, Linux, Business Intelligence, Active Directory, Software Documentation, Business Continuity, SDLC, Agile Methodolgy
Education
University of Kentucky 1996 — 2000
BBA, Finance, Economics
Humana July 2014 - Present
JPMorgan Chase 2005 - July 2014
JPMorganChase/Bank One 2002 - 2005
Bank One 2000 - 2002
Merrill Lynch 1998 - 2000
Skills
Microsoft SQL Server, Windows Server, Visio, SharePoint, Disaster Recovery, Windows 7, FreeBSD, Input Accel, Oracle SQL, Oracle Document Capture, Enterprise Architecture, IT Strategy, Unix, SQL, IIS, Business Analysis, Citrix, Database Design, ITIL, Databases, Systems Analysis, Access, Windows, Incident Management, Requirements Analysis, Virtualization, Oracle, System Administration, Linux, Business Intelligence, Active Directory, Software Documentation, Business Continuity, SDLC, Agile Methodolgy
Education
University of Kentucky 1996 — 2000
BBA, Finance, Economics
Lennox Emanuel's Merrill Lynch Experience 1988 - 1993
Job Owner, The National Law Group, P.C.
Industry Law Practice
Experience
The National Law Group, P.C. July 2003 - Present
Feeney Kellett Weiner & Bush, P.C. 1998 - 2003
Petersen & Ross 1996 - 1998
Merrill Lynch 1988 - 1993
Education
University of Iowa College of Law 1993 — 1996
J.D., Law
Pace University - Lubin Graduate School of Business
MBA, Investment Analysis and Portfolio Management
University of Windsor
B. Commerce(Hons.), Business
The National Law Group, P.C. July 2003 - Present
Feeney Kellett Weiner & Bush, P.C. 1998 - 2003
Petersen & Ross 1996 - 1998
Merrill Lynch 1988 - 1993
Education
University of Iowa College of Law 1993 — 1996
J.D., Law
Pace University - Lubin Graduate School of Business
MBA, Investment Analysis and Portfolio Management
University of Windsor
B. Commerce(Hons.), Business
Sarah Chobot's Merrill Lynch Experience June 2008 - August 2008
Job Investment Consultant at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates January 2014 - Present
Ellwood Associates January 2012 - January 2014
Ellwood Associates May 2009 - January 2012
Ellwood Associates October 2008 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Investments, Portfolio Management, Morningstar Direct, FactSet, Morningstar EnCorr...
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance, Marketing
Ellwood Associates January 2014 - Present
Ellwood Associates January 2012 - January 2014
Ellwood Associates May 2009 - January 2012
Ellwood Associates October 2008 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Investments, Portfolio Management, Morningstar Direct, FactSet, Morningstar EnCorr...
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance, Marketing
John Pettus's Merrill Lynch Experience March 1991 - March 1992
Job Partner, Simms & Montgomery, Inc.
Industry Insurance
Experience
Simms & Montgomery, Inc. March 1992 - Present
Merrill Lynch March 1991 - March 1992
ITT Financial Services June 1986 - March 1991
Education
University of Kentucky 1981 — 1985
Bachelor, Business Administration
Simms & Montgomery, Inc. March 1992 - Present
Merrill Lynch March 1991 - March 1992
ITT Financial Services June 1986 - March 1991
Education
University of Kentucky 1981 — 1985
Bachelor, Business Administration
Rachel Dehner's Merrill Lynch Experience 2008 - Present
Job Event Planner and Coach
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Revolution Running January 2005 - Present
Cherry Creek Country Club June 2004 - January 2008
Columbine Publications October 1998 - October 2003
Skills
Communication, Running Coach, Event Planning, Editing, Charity Work, Newsletter Production, Proofreading, Office Management, Esthetician, Public Speaking, Marketing, Event Management, Newsletters, Blogging, Team Building, Writing, Marketing Communications
Education
Antoine du Chez Academy 2003 — 2004
Esthetics
University of Iowa
Bachelor Arts, Journalism
Merrill Lynch 2008 - Present
Revolution Running January 2005 - Present
Cherry Creek Country Club June 2004 - January 2008
Columbine Publications October 1998 - October 2003
Skills
Communication, Running Coach, Event Planning, Editing, Charity Work, Newsletter Production, Proofreading, Office Management, Esthetician, Public Speaking, Marketing, Event Management, Newsletters, Blogging, Team Building, Writing, Marketing Communications
Education
Antoine du Chez Academy 2003 — 2004
Esthetics
University of Iowa
Bachelor Arts, Journalism
Brad Tucker's Merrill Lynch Experience November 2000 - August 2008
Job JMI Sports
Industry Marketing and Advertising
Experience
JMI Sports August 2014 - Present
IMG May 2013 - August 2014
IMG August 2008 - May 2013
Merrill Lynch November 2000 - August 2008
Host Communications September 1997 - November 2000
LFUCG May 1997 - September 1997
University of Kentucky August 1996 - May 1997
Skills
Client Fulfillment, Client Service Oriented, Deadline Oriented, Desktop Publishing, Event Management, Event Planning, Facebook, Finance, Intercollegiate..., Marketing, Multimedia, Multi Tasking, Priority Management, Project Coordination, Radio Advertising, Social Media Marketing, Sports Management, Sports Marketing, Team-oriented, Twitter, Client Services, Relationship Marketing, Social Networking, Teamwork, Management, Marketing Strategy, Public Relations, Sponsorship, Social Media
Education
University of Kentucky 1991 — 1996
BBA, Management
Sycamore High School 1987 — 1991
JMI Sports August 2014 - Present
IMG May 2013 - August 2014
IMG August 2008 - May 2013
Merrill Lynch November 2000 - August 2008
Host Communications September 1997 - November 2000
LFUCG May 1997 - September 1997
University of Kentucky August 1996 - May 1997
Skills
Client Fulfillment, Client Service Oriented, Deadline Oriented, Desktop Publishing, Event Management, Event Planning, Facebook, Finance, Intercollegiate..., Marketing, Multimedia, Multi Tasking, Priority Management, Project Coordination, Radio Advertising, Social Media Marketing, Sports Management, Sports Marketing, Team-oriented, Twitter, Client Services, Relationship Marketing, Social Networking, Teamwork, Management, Marketing Strategy, Public Relations, Sponsorship, Social Media
Education
University of Kentucky 1991 — 1996
BBA, Management
Sycamore High School 1987 — 1991
Paul Peebles's Merrill Lynch Experience October 1996 - December 2001
Job National Underwriter Commercial Real Estate
Industry Capital Markets
Experience
Old Capital 2001 - Present
Merrill Lynch October 1996 - December 2001
World Savings Bank January 1988 - September 1996
Skills
Real Estate Economics, Loan Origination, Asset Managment, Commercial Lending, Loans, Investments, Underwriting, Mortgage Lending, Due Diligence, Real Estate, Real Estate Development, Investment Properties, Investors, Disposition, Brokerage, Real Estate Financing, Commercial Mortgages, Valuation, Apartments, Mortgage Banking, Real Estate Transactions, Bridge Loans, REO, Risk Management, Commercial Real Estate, Banking, Negotiation, Capital Markets, Credit Analysis, Credit, Property Management, Acquisitions
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Economics/ Finance
Old Capital 2001 - Present
Merrill Lynch October 1996 - December 2001
World Savings Bank January 1988 - September 1996
Skills
Real Estate Economics, Loan Origination, Asset Managment, Commercial Lending, Loans, Investments, Underwriting, Mortgage Lending, Due Diligence, Real Estate, Real Estate Development, Investment Properties, Investors, Disposition, Brokerage, Real Estate Financing, Commercial Mortgages, Valuation, Apartments, Mortgage Banking, Real Estate Transactions, Bridge Loans, REO, Risk Management, Commercial Real Estate, Banking, Negotiation, Capital Markets, Credit Analysis, Credit, Property Management, Acquisitions
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Economics/ Finance
Elizabeth Huey's Merrill Lynch Experience 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Chemicals
Experience
Merrill Lynch 2011 - Present
Piper Jaffray January 1980 - December 1996
Education
University of Iowa - Henry B. Tippie College of Business 1974 — 1979
MA, Finance and Management
Merrill Lynch 2011 - Present
Piper Jaffray January 1980 - December 1996
Education
University of Iowa - Henry B. Tippie College of Business 1974 — 1979
MA, Finance and Management
Keane McCarthy's Merrill Lynch Experience June 2008 - August 2008
Job Student at The University of Iowa, Finance and Economics
Industry Financial Services
Experience
Hawkinson Institute of Business Finance October 2008 - Present
Merrill Lynch June 2008 - August 2008
Education
University of Iowa 2007 — 2009
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Finance, Economics
Hawkinson Institute of Business Finance October 2008 - Present
Merrill Lynch June 2008 - August 2008
Education
University of Iowa 2007 — 2009
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Finance, Economics
Fawwaz Ahmed's Merrill Lynch Experience June 2011 - August 2011
Job Financial Analyst at BMO Harris
Industry Banking
Experience
Bank of Montreal April 2013 - Present
General Mills July 2012 - April 2013
Merrill Lynch June 2011 - August 2011
Skills
Private Equity, Finance, LBO, Strategy, Customer Service, Financial Analysis, Public Speaking, Management, Peer Mentoring
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of Montreal April 2013 - Present
General Mills July 2012 - April 2013
Merrill Lynch June 2011 - August 2011
Skills
Private Equity, Finance, LBO, Strategy, Customer Service, Financial Analysis, Public Speaking, Management, Peer Mentoring
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Lisa Huey's Merrill Lynch Experience October 2011 - Present
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Stevens Square Foundation 2007 - 2008
Piper Jaffray 1980 - 1997
Skills
Not for Profit Finance, Financial and..., Entrepreneurial Skills, Series 7, Entrepreneurship, Investments, Finance, Management, Financial Services, Wealth Management, Retirement Planning, Strategic Planning, Business Development, Small Business, Portfolio Management, Retirement, Investment Management, Securities, Investment Banking, Fixed Income, Asset Management, Strategic Financial...
Education
University of Iowa 1976 — 1979
completed course work toward a PhD in Business Administration
University of Iowa - Henry B. Tippie College of Business 1976 — 1979
MA, Finance and Management Information Systems
University of Iowa - Henry B. Tippie College of Business 1973 — 1976
BBA, Finance and Management
University of Kentucky 1971 — 1973
General Studies
Washington high school, Cedar Rapids, IA
Merrill Lynch October 2011 - Present
Stevens Square Foundation 2007 - 2008
Piper Jaffray 1980 - 1997
Skills
Not for Profit Finance, Financial and..., Entrepreneurial Skills, Series 7, Entrepreneurship, Investments, Finance, Management, Financial Services, Wealth Management, Retirement Planning, Strategic Planning, Business Development, Small Business, Portfolio Management, Retirement, Investment Management, Securities, Investment Banking, Fixed Income, Asset Management, Strategic Financial...
Education
University of Iowa 1976 — 1979
completed course work toward a PhD in Business Administration
University of Iowa - Henry B. Tippie College of Business 1976 — 1979
MA, Finance and Management Information Systems
University of Iowa - Henry B. Tippie College of Business 1973 — 1976
BBA, Finance and Management
University of Kentucky 1971 — 1973
General Studies
Washington high school, Cedar Rapids, IA
Al Russell's Merrill Lynch Experience May 1982 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1982 - Present
Education
University of Kentucky 1974 — 1978
BS, Biology
Merrill Lynch May 1982 - Present
Education
University of Kentucky 1974 — 1978
BS, Biology
John McKean's Merrill Lynch Experience May 1996 - July 2000
Job Principal at McKean Law Office
Industry Law Practice
Experience
McKean Law Office July 2004 - Present
Independent Fiduciary Consulting July 2000 - Present
Merrill Lynch May 1996 - July 2000
Allen, Gibbs & Houlik, L.C. January 1988 - May 1996
Security Benefit January 1983 - December 1987
Skills
Estate Planning, Employee Benefits, Pensions, ERISA, Litigation, Civil Litigation, Commercial Litigation, Legal Research, Mediation, Legal Writing, Corporate Law, Appeals, Courts, Arbitration, Intellectual Property, Personal Injury, Mergers & Acquisitions, Family Law, Product Liability, Trial Practice, Wills, Fiduciary, Trusts
Education
University of Kansas School of Law 1970 — 1973
JD, Law
Wichita State University 1967 — 1970
Bachelor's degree, Political Science and Government
McKean Law Office July 2004 - Present
Independent Fiduciary Consulting July 2000 - Present
Merrill Lynch May 1996 - July 2000
Allen, Gibbs & Houlik, L.C. January 1988 - May 1996
Security Benefit January 1983 - December 1987
Skills
Estate Planning, Employee Benefits, Pensions, ERISA, Litigation, Civil Litigation, Commercial Litigation, Legal Research, Mediation, Legal Writing, Corporate Law, Appeals, Courts, Arbitration, Intellectual Property, Personal Injury, Mergers & Acquisitions, Family Law, Product Liability, Trial Practice, Wills, Fiduciary, Trusts
Education
University of Kansas School of Law 1970 — 1973
JD, Law
Wichita State University 1967 — 1970
Bachelor's degree, Political Science and Government
Kyle Airola's Merrill Lynch Experience June 2014 - Present
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
HFR Asset Management March 2012 - June 2014
Zacks Investment Management December 2010 - February 2012
Enterprise Rent-A-Car May 2009 - August 2009
Skills
Investments, Institutional Sales, New Business Development, Investment Strategies, Wealth Management, Asset Management, Salesforce.com, Lead Generation, Alternative Investments, Equities, Investment Advisory, Asset Allocation, Mutual Funds, Bloomberg, Securities, Financial Analysis, Retirement Planning, Management, Investment Management, Options, Risk Management, Equity Derivatives, Bonds, Capital Markets, Fund Of Funds
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Merrill Lynch June 2014 - Present
HFR Asset Management March 2012 - June 2014
Zacks Investment Management December 2010 - February 2012
Enterprise Rent-A-Car May 2009 - August 2009
Skills
Investments, Institutional Sales, New Business Development, Investment Strategies, Wealth Management, Asset Management, Salesforce.com, Lead Generation, Alternative Investments, Equities, Investment Advisory, Asset Allocation, Mutual Funds, Bloomberg, Securities, Financial Analysis, Retirement Planning, Management, Investment Management, Options, Risk Management, Equity Derivatives, Bonds, Capital Markets, Fund Of Funds
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Kyle McCarihan's Merrill Lynch Experience September 2008 - December 2008
Job Lead Accounting Analyst
Industry Financial Services
Experience
Bank of New York Mellon February 2010 - Present
Financial Resource Center January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
Education
University of Kentucky 2004 — 2008
B.B.A., Finance and Marketing
Bank of New York Mellon February 2010 - Present
Financial Resource Center January 2009 - April 2009
Merrill Lynch September 2008 - December 2008
Education
University of Kentucky 2004 — 2008
B.B.A., Finance and Marketing
Rick Wicker's Merrill Lynch Experience October 2013 - Present
Job Programmer at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch October 2013 - Present
Bank of America February 2011 - September 2013
Avanade February 2007 - February 2011
Skills
.NET, Agile Methodologies, Test Automation, Continuous Integration, Entity Framework, SQL, Java, Python, Object Oriented Design, Microsoft SQL Server, Git, Functional Programming, SDLC, Unix, Subversion, DevOps, Jenkins, JavaScript, AngularJS, BreezeJS, Windows Azure, Continuous Improvement, Continuous Delivery, Scrum, ASP.NET, C#, TFS, SSIS, MVC Architecture
Education
University of Kentucky 2000 — 2006
BS, Computer Science
Merrill Lynch October 2013 - Present
Bank of America February 2011 - September 2013
Avanade February 2007 - February 2011
Skills
.NET, Agile Methodologies, Test Automation, Continuous Integration, Entity Framework, SQL, Java, Python, Object Oriented Design, Microsoft SQL Server, Git, Functional Programming, SDLC, Unix, Subversion, DevOps, Jenkins, JavaScript, AngularJS, BreezeJS, Windows Azure, Continuous Improvement, Continuous Delivery, Scrum, ASP.NET, C#, TFS, SSIS, MVC Architecture
Education
University of Kentucky 2000 — 2006
BS, Computer Science
Craig Rudesill's Merrill Lynch Experience 1992 - 1994
Job Sr. Consultant, Annuity Brand Management at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2013 - Present
Nationwide Financial September 2004 - September 2013
Nationwide Financial March 2000 - August 2004
BISYS Fund Services 1998 - 2000
BISYS Fund Services 1996 - 1998
BISYS Fund Services 1994 - 1996
Merrill Lynch 1992 - 1994
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Strategic Planning, Marketing, Relationship Management, Team Leadership, Client Relations Skills, Market Planning, Financial Services, Competitive Analysis, Interactive Marketing, Insurance, Leadership, Sales, Management, Mutual Funds, Strategy
Education
University of Kentucky 1987 — 1992
BS, Marketing
Nationwide Financial September 2013 - Present
Nationwide Financial September 2004 - September 2013
Nationwide Financial March 2000 - August 2004
BISYS Fund Services 1998 - 2000
BISYS Fund Services 1996 - 1998
BISYS Fund Services 1994 - 1996
Merrill Lynch 1992 - 1994
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Strategic Planning, Marketing, Relationship Management, Team Leadership, Client Relations Skills, Market Planning, Financial Services, Competitive Analysis, Interactive Marketing, Insurance, Leadership, Sales, Management, Mutual Funds, Strategy
Education
University of Kentucky 1987 — 1992
BS, Marketing
Sean Huddleston's Merrill Lynch Experience 2008 - 2009
Job Associate Manager at Mint Julep Restaurants
Industry Food & Beverages
Experience
Mint Julep Restaurants 2012 - Present
Tomato Express 2010 - 2012
Merrill Lynch 2008 - 2009
Woodford County Public Schools 2002 - 2004
Skills
Financial Services, Management, Training, Administration, Securities, Forecasting, Restaurants, Hospitality, Budgets
Education
University of Louisville
Continuing Graduate Coursework
University of Kentucky
Master's Degree, Secondary Educatino
University of Kentucky
Bachelor's Degree, History
Mint Julep Restaurants 2012 - Present
Tomato Express 2010 - 2012
Merrill Lynch 2008 - 2009
Woodford County Public Schools 2002 - 2004
Skills
Financial Services, Management, Training, Administration, Securities, Forecasting, Restaurants, Hospitality, Budgets
Education
University of Louisville
Continuing Graduate Coursework
University of Kentucky
Master's Degree, Secondary Educatino
University of Kentucky
Bachelor's Degree, History
HariNaveen Golla's Merrill Lynch Experience May 2009 - August 2009
Job Business Objects Consultant at Trover Solutions
Industry Insurance
Experience
Trover Solutions August 2009 - Present
Merrill Lynch May 2009 - August 2009
vsoft December 2008 - June 2009
Skills
Data Warehousing, Crystal Reports, Datastage, SDLC, SAP BI, T-SQL, Requirements Analysis, OBIEE, SQL, SSRS, Dashboard, Unix, PL/SQL, Requirements Gathering, Business Objects, Business Intelligence..., Business Intelligence, SSIS, Access, Oracle, Business Analysis, Agile Methodologies, SAP BW, ETL, Data Migration, OLAP, Databases, Informatica, Sybase, Microsoft SQL Server, Web Intelligence, Data Analysis, Data Modeling, Visio
Education
University of Illinois Springfield
Masters, Computer Sciences
Trover Solutions August 2009 - Present
Merrill Lynch May 2009 - August 2009
vsoft December 2008 - June 2009
Skills
Data Warehousing, Crystal Reports, Datastage, SDLC, SAP BI, T-SQL, Requirements Analysis, OBIEE, SQL, SSRS, Dashboard, Unix, PL/SQL, Requirements Gathering, Business Objects, Business Intelligence..., Business Intelligence, SSIS, Access, Oracle, Business Analysis, Agile Methodologies, SAP BW, ETL, Data Migration, OLAP, Databases, Informatica, Sybase, Microsoft SQL Server, Web Intelligence, Data Analysis, Data Modeling, Visio
Education
University of Illinois Springfield
Masters, Computer Sciences
David W. Hulett, CFP's Merrill Lynch Experience 1979 - 2003
Job Managing Director at Corporate Finance Associates (CFA) of KY
Industry Investment Banking
Experience
Corporate Finance Associates of Kentucky 2010 - Present
Hilltop Marine 2001 - Present
Smith Barney 2003 - 2004
Merrill Lynch 1979 - 2003
Skills
Certified Financial..., Investments, Exit Strategies, Private Equity, Mergers, Valuation, Financial Modeling, Due Diligence, Securities, Corporate Finance, Successful Business..., Small Business, Business Strategy, Entrepreneurship, Management, Management Consulting, Mergers & Acquisitions, Estate Planning, Start-ups, Financial Analysis, Strategic Planning, Financial Advisory, Financial Services, Corporate Development, Restructuring
Education
College of Financial Planning 1994 — 1996
Certified Financial Planner, Financial Planning and Services
University of Kentucky 1972 — 1976
Bachelor of Science (B.S.), Accounting
Corporate Finance Associates of Kentucky 2010 - Present
Hilltop Marine 2001 - Present
Smith Barney 2003 - 2004
Merrill Lynch 1979 - 2003
Skills
Certified Financial..., Investments, Exit Strategies, Private Equity, Mergers, Valuation, Financial Modeling, Due Diligence, Securities, Corporate Finance, Successful Business..., Small Business, Business Strategy, Entrepreneurship, Management, Management Consulting, Mergers & Acquisitions, Estate Planning, Start-ups, Financial Analysis, Strategic Planning, Financial Advisory, Financial Services, Corporate Development, Restructuring
Education
College of Financial Planning 1994 — 1996
Certified Financial Planner, Financial Planning and Services
University of Kentucky 1972 — 1976
Bachelor of Science (B.S.), Accounting
Michael Faraone's Merrill Lynch Experience June 2011 - August 2011
Job Consultant at AArete
Industry Management Consulting
Experience
AArete February 2015 - Present
Target September 2013 - February 2015
Pomerantz Career Center January 2011 - December 2012
Merrill Lynch June 2011 - August 2011
Batavia Park District June 2008 - August 2010
Skills
Resume Writing, Investments, Management, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Data Analysis
Education
University of Iowa 2009 — 2013
Finance, Entrepreneurial Management
University of Iowa
AArete February 2015 - Present
Target September 2013 - February 2015
Pomerantz Career Center January 2011 - December 2012
Merrill Lynch June 2011 - August 2011
Batavia Park District June 2008 - August 2010
Skills
Resume Writing, Investments, Management, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Data Analysis
Education
University of Iowa 2009 — 2013
Finance, Entrepreneurial Management
University of Iowa
Nick Satariano's Merrill Lynch Experience May 2007 - August 2007
Job Sr. Financial Analyst at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealthCare - Employer & Individual September 2013 - Present
Medical Industry Leadership Institute May 2013 - August 2013
UnitedHealthCare - Employer & Individual August 2011 - August 2013
IBM April 2010 - August 2011
IBM June 2008 - March 2010
Applied Equity Valuation - University of Iowa January 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Eiger Capital Ltd. January 2007 - May 2007
IFT Publications, Inc. 2006 - 2007
Skills
Microsoft Office, SAS, Essbase, Brio, ODS, Revenue/Cost Forecasting, Accounts Receivable, Ad Hoc Reporting &..., Invoicing, Advanced Excel, VBA, Access, Sales Reporting &..., Membership Reporting
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master's Degree
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor's Degree
City University 2007 — 2007
UnitedHealthCare - Employer & Individual September 2013 - Present
Medical Industry Leadership Institute May 2013 - August 2013
UnitedHealthCare - Employer & Individual August 2011 - August 2013
IBM April 2010 - August 2011
IBM June 2008 - March 2010
Applied Equity Valuation - University of Iowa January 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Eiger Capital Ltd. January 2007 - May 2007
IFT Publications, Inc. 2006 - 2007
Skills
Microsoft Office, SAS, Essbase, Brio, ODS, Revenue/Cost Forecasting, Accounts Receivable, Ad Hoc Reporting &..., Invoicing, Advanced Excel, VBA, Access, Sales Reporting &..., Membership Reporting
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Master's Degree
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor's Degree
City University 2007 — 2007
Heith Ratliff's Merrill Lynch Experience June 2005 - September 2005
Job Louisville
Industry Investment Management
Experience
Invesco Ltd. July 2006 - July 2010
Merrill Lynch June 2005 - September 2005
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Analysis, Equities, Asset Management, Mutual Funds
Education
University of Kentucky 2001 — 2005
BBA, Finance
Invesco Ltd. July 2006 - July 2010
Merrill Lynch June 2005 - September 2005
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Analysis, Equities, Asset Management, Mutual Funds
Education
University of Kentucky 2001 — 2005
BBA, Finance
Dwight Hingtgen's Merrill Lynch Experience July 2008 - August 2009
Job Analyst at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal May 2010 - Present
Merrill Lynch July 2008 - August 2009
Merrill Lynch June 2006 - August 2006
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance
Alvarez & Marsal May 2010 - Present
Merrill Lynch July 2008 - August 2009
Merrill Lynch June 2006 - August 2006
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance
Carla Erasime's Merrill Lynch Experience Operations ManagerMorgan Stanley Dean Witter1980 - 2002
Job Supervisory Desk Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Operations ManagerMorgan Stanley Dean Witter1980 - 2002
Education
University of Kentucky
Merrill Lynch Operations ManagerMorgan Stanley Dean Witter1980 - 2002
Education
University of Kentucky
Brian Caudel's Merrill Lynch Experience April 2008 - December 2008
Job Production Analyst at KeyBank Real Estate Capital
Industry Real Estate
Experience
KeyBank Real Estate Capital April 2015 - Present
KeyBank Real Estate Capital July 2012 - March 2015
KeyBank Real Estate Capital July 2011 - July 2012
KeyBank Real Estate Capital January 2011 - July 2011
Merrill Lynch April 2008 - December 2008
Nancy Barron & Associates January 2008 - April 2008
Waddell & Reed August 2007 - December 2007
Skills
Investments, Morningstar, Bloomberg, Equities, Uniform Combined State..., Fixed Income, Portfolio Management, Bonds, Alternative Investments, Financial Analysis, Bloomberg Terminal, Valuation
Education
CFA Institute, License Level 1 Candidate June 2013 2013 — 2013
CFA Institute, License Level 1 Candidate June 2013
University of Kentucky 2004 — 2008
BBA, Finance
KeyBank Real Estate Capital April 2015 - Present
KeyBank Real Estate Capital July 2012 - March 2015
KeyBank Real Estate Capital July 2011 - July 2012
KeyBank Real Estate Capital January 2011 - July 2011
Merrill Lynch April 2008 - December 2008
Nancy Barron & Associates January 2008 - April 2008
Waddell & Reed August 2007 - December 2007
Skills
Investments, Morningstar, Bloomberg, Equities, Uniform Combined State..., Fixed Income, Portfolio Management, Bonds, Alternative Investments, Financial Analysis, Bloomberg Terminal, Valuation
Education
CFA Institute, License Level 1 Candidate June 2013 2013 — 2013
CFA Institute, License Level 1 Candidate June 2013
University of Kentucky 2004 — 2008
BBA, Finance
Deborah Aldredge's Merrill Lynch Experience 1979 - 2000
Job Chief Administrative Officer at Farmers Insurance
Industry Insurance
Experience
St. Bernard's Project October 2014 - Present
Insurance Industry Charitable Foundation - Western Division October 2013 - Present
Farmers Insurance January 2013 - Present
Farmers Insurance January 2010 - January 2013
Zurich North America November 2008 - January 2010
Bank of America October 2006 - March 2008
Thomson Reuters 2004 - 2006
Aldredge & Associates 2001 - 2004
Merrill Lynch 1979 - 2000
Skills
Human Resources Strategy, Leadership Development, Strategic Workforce..., Executive Coaching, Diversity & Inclusion...
Education
University of Iowa
Bachelor of Arts (B.A.), Political Science
St. Bernard's Project October 2014 - Present
Insurance Industry Charitable Foundation - Western Division October 2013 - Present
Farmers Insurance January 2013 - Present
Farmers Insurance January 2010 - January 2013
Zurich North America November 2008 - January 2010
Bank of America October 2006 - March 2008
Thomson Reuters 2004 - 2006
Aldredge & Associates 2001 - 2004
Merrill Lynch 1979 - 2000
Skills
Human Resources Strategy, Leadership Development, Strategic Workforce..., Executive Coaching, Diversity & Inclusion...
Education
University of Iowa
Bachelor of Arts (B.A.), Political Science
E Gerry Schroeder CRPC®'s Merrill Lynch Experience November 2008 - Present
Job Merrill LynchSr. Wealth Manager
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Morgan Stanley January 2001 - November 2008
My Favorite Inn 1994 - 2001
CBOT 1983 - 1996
Skills
Series 7, Series 63, Asset Allocation, Securities, Equities, Wealth Management, Options, Trading, Mutual Funds, Financial Markets, Investments, Fixed Income, Series 65, Investment Strategies, Portfolio Management, Retirement Planning, Asset Management, Hedge Funds, Strategic Financial..., Derivatives, Asset Managment
Education
University of Kentucky 1979 — 1982
BA, Communications
New Trier High School 1974 — 1978
Merrill Lynch November 2008 - Present
Morgan Stanley January 2001 - November 2008
My Favorite Inn 1994 - 2001
CBOT 1983 - 1996
Skills
Series 7, Series 63, Asset Allocation, Securities, Equities, Wealth Management, Options, Trading, Mutual Funds, Financial Markets, Investments, Fixed Income, Series 65, Investment Strategies, Portfolio Management, Retirement Planning, Asset Management, Hedge Funds, Strategic Financial..., Derivatives, Asset Managment
Education
University of Kentucky 1979 — 1982
BA, Communications
New Trier High School 1974 — 1978
Brad Lipkowitz's Merrill Lynch Experience 2005 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Skills
Asset Management, Financial Analysis, Wealth Management, Mutual Funds, Finance, Asset Allocation, Equities, Investment Strategies
Education
University of Iowa
Finance
Merrill Lynch 2005 - Present
Skills
Asset Management, Financial Analysis, Wealth Management, Mutual Funds, Finance, Asset Allocation, Equities, Investment Strategies
Education
University of Iowa
Finance
Catherine (Blythe) DuPerrieu's Merrill Lynch Experience June 2009 - August 2009
Job BlytheWhite
Industry Financial Services
Experience
BlytheWhite December 2012 - Present
LBMC August 2011 - November 2012
Blythe, White & Associates December 2008 - July 2010
Merrill Lynch June 2009 - August 2009
Payment Plus Inc May 2008 - July 2008
Skills
Accounting, Auditing, Microsoft Excel, GAAP, Financial Analysis, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Customer Service, Teamwork, Business Analysis, Research, General Ledger, QuickBooks, NetSuite, Assurance, Finance
Education
University of Kentucky 2007 — 2011
Bachelors of Science; of Business Administration, Accounting; Finance
Heath High School 2003 — 2007
BlytheWhite December 2012 - Present
LBMC August 2011 - November 2012
Blythe, White & Associates December 2008 - July 2010
Merrill Lynch June 2009 - August 2009
Payment Plus Inc May 2008 - July 2008
Skills
Accounting, Auditing, Microsoft Excel, GAAP, Financial Analysis, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Customer Service, Teamwork, Business Analysis, Research, General Ledger, QuickBooks, NetSuite, Assurance, Finance
Education
University of Kentucky 2007 — 2011
Bachelors of Science; of Business Administration, Accounting; Finance
Heath High School 2003 — 2007
Merrill Lynch Tim Hines's Merrill Lynch Experience March 1993 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1993 - Present
Goodrich June 1985 - January 1993
Thomas and Betts March 1980 - August 1983
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, Alternative Investments, Investment Strategies, Strategic Financial..., Retirement, Estate Planning
Education
Wake Forest University - Babcock Graduate School of Management 1983 — 1985
MBA, Finance and Marketing
University of Iowa - Henry B. Tippie College of Business 1975 — 1979
BBA, Labor and Industrial Relations
Merrill Lynch March 1993 - Present
Goodrich June 1985 - January 1993
Thomas and Betts March 1980 - August 1983
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Series 63, Alternative Investments, Investment Strategies, Strategic Financial..., Retirement, Estate Planning
Education
Wake Forest University - Babcock Graduate School of Management 1983 — 1985
MBA, Finance and Marketing
University of Iowa - Henry B. Tippie College of Business 1975 — 1979
BBA, Labor and Industrial Relations
Peyton Larue Simpson's Merrill Lynch Experience October 2009 - June 2011
Job Independent Investment Advisor and Certified Public Accountant
Industry Financial Services
Experience
Brooke & Schafer LLC Develop plan to achieve financial and personal goalsInvestment Advisor and Certified Public AccountantIndependentJuly 2012 - Present
Merrill Lynch October 2009 - June 2011
Ernst & Young Partner October 1989 - May 1990
Skills
Investment Advisor, CPA...
Education
University of Kentucky
Accounting
University of Kentucky
Master of Business Administration (MBA)
Brooke & Schafer LLC Develop plan to achieve financial and personal goalsInvestment Advisor and Certified Public AccountantIndependentJuly 2012 - Present
Merrill Lynch October 2009 - June 2011
Ernst & Young Partner October 1989 - May 1990
Skills
Investment Advisor, CPA...
Education
University of Kentucky
Accounting
University of Kentucky
Master of Business Administration (MBA)
Gloria Lam's Merrill Lynch Experience July 2006 - December 2006
Job
Industry Civil Engineering
Experience
Jacobs Engineering November 2014 - Present
SMCI July 2013 - Present
SMCI September 2012 - March 2013
American Red Cross Los Angeles Region September 2012 - March 2013
American Red Cross Los Angeles Region April 2012 - September 2012
American Red Cross Los Angeles Region September 2011 - April 2012
RGIS January 2008 - June 2010
Merrill Lynch July 2006 - December 2006
Hawaii Pacific University December 2003 - November 2004
Education
University of International Business and Economics 2007 — 2007
Beginners Chinese
Hawaii Pacific University 2005 — 2006
Master of Business Administration (MBA), International Business
Hawaii Pacific University 2002 — 2005
Bachelor of Business Administration, International Business & Marketing
Jacobs Engineering November 2014 - Present
SMCI July 2013 - Present
SMCI September 2012 - March 2013
American Red Cross Los Angeles Region September 2012 - March 2013
American Red Cross Los Angeles Region April 2012 - September 2012
American Red Cross Los Angeles Region September 2011 - April 2012
RGIS January 2008 - June 2010
Merrill Lynch July 2006 - December 2006
Hawaii Pacific University December 2003 - November 2004
Education
University of International Business and Economics 2007 — 2007
Beginners Chinese
Hawaii Pacific University 2005 — 2006
Master of Business Administration (MBA), International Business
Hawaii Pacific University 2002 — 2005
Bachelor of Business Administration, International Business & Marketing
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank