Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Employee
Years
Job
Industry
Sandy (Lee) Carpenter Sandy (Lee) Carpenter's Merrill Lynch Experience 2000 - 2002
Job Executive Director at LePort Schools
Industry Education Management
Experience
LePort Schools February 2015 - Present
Capital Group 2011 - 2015
Netflix 2008 - 2011
Jones Apparel Group 2002 - 2007
Merrill Lynch 2000 - 2002
Skills
Apparel, Financial Modeling, Finance, Strategy, Budgets, Valuation, Investment Banking, Financial Analysis, Vendor Management, Competitive Analysis, Business Development, Corporate Finance, Forecasting, Due Diligence, Management
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Admin, Finance, Accounting
Institute of Culinary Education 2006 — 2007
LePort Schools February 2015 - Present
Capital Group 2011 - 2015
Netflix 2008 - 2011
Jones Apparel Group 2002 - 2007
Merrill Lynch 2000 - 2002
Skills
Apparel, Financial Modeling, Finance, Strategy, Budgets, Valuation, Investment Banking, Financial Analysis, Vendor Management, Competitive Analysis, Business Development, Corporate Finance, Forecasting, Due Diligence, Management
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Admin, Finance, Accounting
Institute of Culinary Education 2006 — 2007
Tej Buch, CFA Tej Buch, CFA's Merrill Lynch Experience May 2005 - August 2005
Job MBA Candidate at the University of Michigan Stephen M. Ross School of Business
Industry Investment Management
Experience
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Vikki Smith, CBAP, PMI-PBA Vikki Smith, CBAP, PMI-PBA's Merrill Lynch Experience October 1992 - August 1995
Job IT Architect
Industry Health, Wellness and Fitness
Experience
Nu Skin Enterprises July 2015 - Present
Nu Skin Enterprises January 2013 - July 2015
Nu Skin Enterprises November 2007 - January 2013
Alticor January 2000 - November 2007
First Tennessee Bank November 1997 - October 1999
Delta Life & Annuity August 1995 - November 1997
Merrill Lynch October 1992 - August 1995
Skills
Business Analysis, Financial Analysis, Visio, Project Management, Requirements Analysis, Requirements Management, SharePoint, Business Process, Business Process..., Process Improvement, Business Intelligence, Day Communique, Agile Web Development, Program Management, ERP, Agile Methodologies, Requirements Gathering, Product Management, Cross-functional Team...
Education
University of Minnesota Duluth 1992 — 1994
BBA, Finance
Mesabi Community College 1990 — 1992
AAS, Computer Sceince
Nu Skin Enterprises July 2015 - Present
Nu Skin Enterprises January 2013 - July 2015
Nu Skin Enterprises November 2007 - January 2013
Alticor January 2000 - November 2007
First Tennessee Bank November 1997 - October 1999
Delta Life & Annuity August 1995 - November 1997
Merrill Lynch October 1992 - August 1995
Skills
Business Analysis, Financial Analysis, Visio, Project Management, Requirements Analysis, Requirements Management, SharePoint, Business Process, Business Process..., Process Improvement, Business Intelligence, Day Communique, Agile Web Development, Program Management, ERP, Agile Methodologies, Requirements Gathering, Product Management, Cross-functional Team...
Education
University of Minnesota Duluth 1992 — 1994
BBA, Finance
Mesabi Community College 1990 — 1992
AAS, Computer Sceince
Scott Winer Scott Winer's Merrill Lynch Experience 1986 - 1990
Job President at Minnesota Restaurant Association
Industry Restaurants
Experience
Minnesota Restaurant Association January 2015 - Present
Minnesota Restaurant Association January 2014 - Present
Pizza Bell Hop December 2011 - Present
Champps Americana 1990 - March 2015
Minnesota's Restaurant, Lodging and Resort & Campground Associations January 2008 - December 2013
Minnesota Restaurant Association January 2011 - December 2012
Copper Bleu 2005 - 2007
Merrill Lynch 1986 - 1990
Goldberg Securities 1982 - 1985
Skills
Restaurants, Customer Service, Restaurant Management, Food & Beverage, Hospitality, Public Speaking, Fine Dining, Employee Relations, Coaching, New Restaurant Openings, Food Safety, Multi-unit, Hospitality Industry, Menu Development, Food Service, Food, Catering, Inventory Management, Team Building, Leadership, Training, Culinary Skills, Hiring, Customer Satisfaction, Income Statement, Sales, Cooking, Hospitality Management, Profit, Wine, Banquets, Franchising, Serve Safe Certified, Time Management, Bartending, Food Preparation, Process Scheduler, Labor Control, Resorts, P&L
Education
University of Minnesota-Twin Cities 1978 — 1979
St. Louis Park High School 1975 — 1978
Minnesota Restaurant Association January 2015 - Present
Minnesota Restaurant Association January 2014 - Present
Pizza Bell Hop December 2011 - Present
Champps Americana 1990 - March 2015
Minnesota's Restaurant, Lodging and Resort & Campground Associations January 2008 - December 2013
Minnesota Restaurant Association January 2011 - December 2012
Copper Bleu 2005 - 2007
Merrill Lynch 1986 - 1990
Goldberg Securities 1982 - 1985
Skills
Restaurants, Customer Service, Restaurant Management, Food & Beverage, Hospitality, Public Speaking, Fine Dining, Employee Relations, Coaching, New Restaurant Openings, Food Safety, Multi-unit, Hospitality Industry, Menu Development, Food Service, Food, Catering, Inventory Management, Team Building, Leadership, Training, Culinary Skills, Hiring, Customer Satisfaction, Income Statement, Sales, Cooking, Hospitality Management, Profit, Wine, Banquets, Franchising, Serve Safe Certified, Time Management, Bartending, Food Preparation, Process Scheduler, Labor Control, Resorts, P&L
Education
University of Minnesota-Twin Cities 1978 — 1979
St. Louis Park High School 1975 — 1978
Adam Gajewski Adam Gajewski's Merrill Lynch Experience May 2014 - August 2014
Job Intern at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management June 2015 - August 2015
Merrill Lynch May 2014 - August 2014
Subway December 2009 - August 2014
Skills
Time Management, Microsoft Excel, Teamwork, Market Research, Data Analysis, Salesforce.com, PowerPoint, Critical Thinking, Leadership, Finance, Restaurant Management, Microsoft Word, Customer Service, Investments, Microsoft Office, Public Speaking
Education
University of Minnesota - Carlson School of Management 2013 — 2017
BSB - Bachelor of Science in Business CSOM, Accounting and Finance, 4.00
Pine River Capital Management June 2015 - August 2015
Merrill Lynch May 2014 - August 2014
Subway December 2009 - August 2014
Skills
Time Management, Microsoft Excel, Teamwork, Market Research, Data Analysis, Salesforce.com, PowerPoint, Critical Thinking, Leadership, Finance, Restaurant Management, Microsoft Word, Customer Service, Investments, Microsoft Office, Public Speaking
Education
University of Minnesota - Carlson School of Management 2013 — 2017
BSB - Bachelor of Science in Business CSOM, Accounting and Finance, 4.00
Adam Mushnick Adam Mushnick's Merrill Lynch Experience June 2011 - February 2013
Job Investment Management Associate at BBR Partners
Industry Marketing and Advertising
Experience
BBR Partners September 2014 - Present
BANK OF AMERICA MERRILL LYNCH February 2013 - September 2014
Merrill Lynch June 2011 - February 2013
University of Michigan Hospital January 2010 - November 2010
Air2o Business Venture September 2009 - May 2010
Chi Phi Fraternity, Alpha Tau Chapter September 2009 - December 2009
Dr. Mushnick DDS June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Business Development, Investments, Portfolio Management, Entrepreneurship, Series 7, Equities, Marketing, Wealth Management, Financial Modeling, Fixed Income, Financial Advisory, Asset Managment, Financial Analysis, Strategic Financial..., Alternative Investments, Investment Banking, Hedge Funds, Investment Advisory, Asset Allocation, Bloomberg, Capital Markets, Retirement Planning, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Marketing
BBR Partners September 2014 - Present
BANK OF AMERICA MERRILL LYNCH February 2013 - September 2014
Merrill Lynch June 2011 - February 2013
University of Michigan Hospital January 2010 - November 2010
Air2o Business Venture September 2009 - May 2010
Chi Phi Fraternity, Alpha Tau Chapter September 2009 - December 2009
Dr. Mushnick DDS June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Business Development, Investments, Portfolio Management, Entrepreneurship, Series 7, Equities, Marketing, Wealth Management, Financial Modeling, Fixed Income, Financial Advisory, Asset Managment, Financial Analysis, Strategic Financial..., Alternative Investments, Investment Banking, Hedge Funds, Investment Advisory, Asset Allocation, Bloomberg, Capital Markets, Retirement Planning, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Marketing
Jason Wood Jason Wood's Merrill Lynch Experience June 2007 - April 2009
Job Director, Private Equity Investments
Industry Venture Capital & Private Equity
Experience
Zurich Alternative Asset Management May 2012 - Present
Parish Capital Advisors April 2009 - May 2012
Merrill Lynch June 2007 - April 2009
Royal Bank of Scotland 2003 - 2005
UBS Investment Bank 2001 - 2003
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Finance
Zurich Alternative Asset Management May 2012 - Present
Parish Capital Advisors April 2009 - May 2012
Merrill Lynch June 2007 - April 2009
Royal Bank of Scotland 2003 - 2005
UBS Investment Bank 2001 - 2003
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Finance
Heather McKnab's Merrill Lynch Experience December 2014 - Present
Job Client Associate at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch December 2014 - Present
US Bank N.A. September 2013 - December 2014
Wells Fargo October 2012 - August 2013
Cool River Cafe July 2006 - September 2012
BB's Bistro August 2004 - February 2006
Several Eye Care Clinics January 1997 - January 2004
Skills
Customer Service, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, Retail, Sales, PowerPoint, Management, Restaurants, Personal Banking, Small Business Lending, Banking, Credit, Loans, Retail Banking, Consumer Lending, Cross Selling, Public Speaking, Credit Analysis, Mortgage Lending, Leadership, Relationship Management, Social Media, Team Building, Social Networking
Education
University of Minnesota-Duluth 1996 — 1998
Hermantown High School
High School
Merrill Lynch December 2014 - Present
US Bank N.A. September 2013 - December 2014
Wells Fargo October 2012 - August 2013
Cool River Cafe July 2006 - September 2012
BB's Bistro August 2004 - February 2006
Several Eye Care Clinics January 1997 - January 2004
Skills
Customer Service, Inventory Management, Microsoft Office, Microsoft Word, Microsoft Excel, Retail, Sales, PowerPoint, Management, Restaurants, Personal Banking, Small Business Lending, Banking, Credit, Loans, Retail Banking, Consumer Lending, Cross Selling, Public Speaking, Credit Analysis, Mortgage Lending, Leadership, Relationship Management, Social Media, Team Building, Social Networking
Education
University of Minnesota-Duluth 1996 — 1998
Hermantown High School
High School
Nicole Naidoo Nicole Naidoo's Merrill Lynch Experience April 2009 - May 2011
Job Associate at Mainsail Partners
Industry Financial Services
Experience
Mainsail Partners August 2014 - Present
Raymond James & Associates, Inc July 2011 - June 2014
Merrill Lynch April 2009 - May 2011
Mainsail Partners June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, LBO, Investments, Investment Banking, Due Diligence, Bloomberg, Private Equity, Venture Capital, DCF, Mergers, Equities, Corporate Development, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Brighton High School
Mainsail Partners August 2014 - Present
Raymond James & Associates, Inc July 2011 - June 2014
Merrill Lynch April 2009 - May 2011
Mainsail Partners June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, LBO, Investments, Investment Banking, Due Diligence, Bloomberg, Private Equity, Venture Capital, DCF, Mergers, Equities, Corporate Development, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Brighton High School
Michael Heiser Michael Heiser's Merrill Lynch Experience June 1997 - March 1998
Job Compliance and Risk Manager at RBC Correspondent and Advisor Services
Industry Financial Services
Experience
RBC Capital Markets 2012 - Present
Wells Fargo Advisors August 2010 - January 2012
Morgan Stanley Smith Barney July 2008 - August 2010
Morgan Stanley April 2006 - July 2008
Morgan Stanley July 2004 - April 2006
Morgan Stanley May 2002 - June 2004
Morgan Stanley June 2001 - May 2002
Financial Industry Regulatory Authority March 2000 - March 2001
LPL Financial May 1998 - March 2000
Merrill Lynch June 1997 - March 1998
Skills
Series 7, Series 24, Series 8, Series 65, Series 63, Series 3, FINRA, Mutual Funds, Securities, Financial Risk, Equities, Hedge Funds, AML, Alternative Investments, Financial Services
Education
University of Minnesota-Twin Cities
RBC Capital Markets 2012 - Present
Wells Fargo Advisors August 2010 - January 2012
Morgan Stanley Smith Barney July 2008 - August 2010
Morgan Stanley April 2006 - July 2008
Morgan Stanley July 2004 - April 2006
Morgan Stanley May 2002 - June 2004
Morgan Stanley June 2001 - May 2002
Financial Industry Regulatory Authority March 2000 - March 2001
LPL Financial May 1998 - March 2000
Merrill Lynch June 1997 - March 1998
Skills
Series 7, Series 24, Series 8, Series 65, Series 63, Series 3, FINRA, Mutual Funds, Securities, Financial Risk, Equities, Hedge Funds, AML, Alternative Investments, Financial Services
Education
University of Minnesota-Twin Cities
Christopher Kujawa Christopher Kujawa's Merrill Lynch Experience May 2002 - August 2002
Job West Healthcare Transactions Leader at EY
Industry Accounting
Experience
EY January 2004 - Present
Merrill Lynch May 2002 - August 2002
Arthur Andersen September 1998 - May 2001
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Master of Business Administration (MBA)
University of San Diego 1993 — 1998
Bachelor of Accountancy
EY January 2004 - Present
Merrill Lynch May 2002 - August 2002
Arthur Andersen September 1998 - May 2001
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Master of Business Administration (MBA)
University of San Diego 1993 — 1998
Bachelor of Accountancy
Rachel Orvik's Merrill Lynch Experience December 2007 - July 2012
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2013 - Present
Raymond James Financial Services July 2012 - July 2013
Merrill Lynch December 2007 - July 2012
Merrill Lynch November 1989 - December 2007
Merrill Lynch October 1986 - March 1989
Merrill Lynch May 1976 - September 1986
Skills
Operations Management, Leadership, Manage Client..., Customer Service, Team-oriented, Positive Team Player, Close Attention to..., Employee Training, CRM, Financial Services, Training, Hiring Employees
Education
University of Minnesota-Duluth
UBS Financial Services, Inc. September 2013 - Present
Raymond James Financial Services July 2012 - July 2013
Merrill Lynch December 2007 - July 2012
Merrill Lynch November 1989 - December 2007
Merrill Lynch October 1986 - March 1989
Merrill Lynch May 1976 - September 1986
Skills
Operations Management, Leadership, Manage Client..., Customer Service, Team-oriented, Positive Team Player, Close Attention to..., Employee Training, CRM, Financial Services, Training, Hiring Employees
Education
University of Minnesota-Duluth
Ruby Liu's Merrill Lynch Experience June 2012 - August 2012
Job Data Analyst, Equity Data Operations at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar July 2014 - April 2015
University of Michigan Ross School of Business August 2012 - April 2014
Ideel Inc (a Groupon company) June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
University of Michigan Ross School of Business 2010 - 2011
Lake Trust Credit Union 2008 - 2010
Skills
Financial Analysis, Mandarin, PowerPoint, Research, Microsoft Excel, Economics, Financial Modeling, Market Research, Marketing, Finance, SPSS, Teamwork, Statistics, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Emphasis in Finance and Marketing, Minor in Chinese Language and Culture
Morningstar April 2015 - Present
Morningstar July 2014 - April 2015
University of Michigan Ross School of Business August 2012 - April 2014
Ideel Inc (a Groupon company) June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
University of Michigan Ross School of Business 2010 - 2011
Lake Trust Credit Union 2008 - 2010
Skills
Financial Analysis, Mandarin, PowerPoint, Research, Microsoft Excel, Economics, Financial Modeling, Market Research, Marketing, Finance, SPSS, Teamwork, Statistics, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Emphasis in Finance and Marketing, Minor in Chinese Language and Culture
David Knox's Merrill Lynch Experience 1983 - 1987
Job President at David Knox Productions, Inc.
Industry Real Estate
Experience
David Knox Productions, Inc. May 1987 - Present
David Knox Productions, Inc. 1987 - 2009
Merrill Lynch 1983 - 1987
Skills
First Time Home Buyers, Relocation, Short Sales, Real Estate, Sellers, Residential Homes, Single Family Homes, Sales, Real Estate Transactions, Real Property, Teaching, Selling, Marketing, Townhomes, Listings, Public Speaking, Training, Condos, National Sales Training, REO, New Homes, Investors, Luxury, Leadership Development, Buyer Representation, Referrals, Presentation Coaching, Marketing Strategy, Marketing Communications, Realtor Relations, Strategic Communications, Rentals, Foreclosures, Waterfront, Video Production, Buyers, Sales Management
Education
University of Minnesota-Twin Cities 1968 — 1972
Journalism
David Knox Productions, Inc. May 1987 - Present
David Knox Productions, Inc. 1987 - 2009
Merrill Lynch 1983 - 1987
Skills
First Time Home Buyers, Relocation, Short Sales, Real Estate, Sellers, Residential Homes, Single Family Homes, Sales, Real Estate Transactions, Real Property, Teaching, Selling, Marketing, Townhomes, Listings, Public Speaking, Training, Condos, National Sales Training, REO, New Homes, Investors, Luxury, Leadership Development, Buyer Representation, Referrals, Presentation Coaching, Marketing Strategy, Marketing Communications, Realtor Relations, Strategic Communications, Rentals, Foreclosures, Waterfront, Video Production, Buyers, Sales Management
Education
University of Minnesota-Twin Cities 1968 — 1972
Journalism
Robert Steck Robert Steck's Merrill Lynch Experience September 2011 - September 2012
Job MBA Candidate at University of Michigan Ross School of Business
Industry Financial Services
Experience
Amazon May 2015 - August 2015
Cisco March 2015 - April 2015
SunTrust Bank September 2012 - August 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch March 2011 - September 2011
Merrill Lynch August 2010 - March 2011
Skills
Bloomberg, Portfolio Management, Investments, Fixed Income, Asset Allocation, Mutual Funds, Equities, Asset Management, Alternative Investments, Investment Strategies, Strategy, Financial Modeling, Financial Analysis, Cross-functional Team..., Data Analysis, Leadership, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance
Amazon May 2015 - August 2015
Cisco March 2015 - April 2015
SunTrust Bank September 2012 - August 2014
Merrill Lynch September 2011 - September 2012
Merrill Lynch March 2011 - September 2011
Merrill Lynch August 2010 - March 2011
Skills
Bloomberg, Portfolio Management, Investments, Fixed Income, Asset Allocation, Mutual Funds, Equities, Asset Management, Alternative Investments, Investment Strategies, Strategy, Financial Modeling, Financial Analysis, Cross-functional Team..., Data Analysis, Leadership, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance
Mayank Prasad Mayank Prasad's Merrill Lynch Experience December 2006 - April 2007
Job Client Service & Internal Sales Associate at Bradford & Marzec
Industry Investment Management
Experience
Bradford & Marzec May 2015 - Present
UArtsy October 2014 - January 2015
Peace Corps July 2012 - August 2014
Wilshire Associates March 2010 - July 2012
UBS Wealth Management January 2009 - May 2009
Morgan Stanley Smith Barney September 2007 - January 2009
Merrill Lynch December 2006 - April 2007
Skills
Capital Markets, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Bloomberg, Research, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Microsoft Office, Finance, Marketing Strategy, Business Development, Non-profit Volunteering, Management, Marketing
Education
University of Michigan-Dearborn 2006 — 2009
Bachelor's Degree, Bachelors of Business Administration with concentration in Finance, 3.54/4.00
Bradford & Marzec May 2015 - Present
UArtsy October 2014 - January 2015
Peace Corps July 2012 - August 2014
Wilshire Associates March 2010 - July 2012
UBS Wealth Management January 2009 - May 2009
Morgan Stanley Smith Barney September 2007 - January 2009
Merrill Lynch December 2006 - April 2007
Skills
Capital Markets, Asset Allocation, Financial Markets, Financial Modeling, Valuation, Bloomberg, Research, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Microsoft Office, Finance, Marketing Strategy, Business Development, Non-profit Volunteering, Management, Marketing
Education
University of Michigan-Dearborn 2006 — 2009
Bachelor's Degree, Bachelors of Business Administration with concentration in Finance, 3.54/4.00
Jason Dugan Jason Dugan's Merrill Lynch Experience 2004 - 2007
Job CFO at Wholesale Produce Supply
Industry Food & Beverages
Experience
Wholesale Produce Supply March 2015 - Present
New French Bakery / Arbor Ivestmestments October 2014 - March 2015
Trudeau Foods, a division of United Natural Foods, Inc. 2006 - September 2014
Stone Gate Foods, a division of Trudeau Foods 2007 - 2011
Merrill Lynch 2004 - 2007
U.S. Bank 1997 - 2003
Piper Jaffray 1999 - 2001
Jostens 1997 - 1999
PricewaterhouseCoopers 1993 - 1997
Skills
Finance, Leadership, Private Equity, Food & Beverage, Sales Force Development, Strategic Planning, Operations Management, Turnaround Experience, Mergers & Acquisitions, Change Management, Forecasting, Management, Strategy, P&L Management, Sales, Financial Analysis, P&L, Team Building, Budgets, Internal Controls, Business Strategy
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategic Management and Finance
University of Northern Iowa 1988 — 2003
BA, Accounting and Information Technology
Wholesale Produce Supply March 2015 - Present
New French Bakery / Arbor Ivestmestments October 2014 - March 2015
Trudeau Foods, a division of United Natural Foods, Inc. 2006 - September 2014
Stone Gate Foods, a division of Trudeau Foods 2007 - 2011
Merrill Lynch 2004 - 2007
U.S. Bank 1997 - 2003
Piper Jaffray 1999 - 2001
Jostens 1997 - 1999
PricewaterhouseCoopers 1993 - 1997
Skills
Finance, Leadership, Private Equity, Food & Beverage, Sales Force Development, Strategic Planning, Operations Management, Turnaround Experience, Mergers & Acquisitions, Change Management, Forecasting, Management, Strategy, P&L Management, Sales, Financial Analysis, P&L, Team Building, Budgets, Internal Controls, Business Strategy
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategic Management and Finance
University of Northern Iowa 1988 — 2003
BA, Accounting and Information Technology
Jennifer Dubman Jennifer Dubman's Merrill Lynch Experience June 2009 - June 2010
Job Marketing Coordinator at Morrison & Foerster LLP
Industry Marketing and Advertising
Experience
Morrison & Foerster LLP October 2012 - Present
Ropers, Majeski, Kohn & Bentley August 2010 - October 2012
Merrill Lynch June 2009 - June 2010
Sedgwick, Detert, Moran, & Arnold LLP June 2007 - August 2008
Skills
Organization, Writing, Microsoft Office, Event Planning, Research, Marketing Research, RFP Generation, Interaction, Editing, Marketing Strategy, Proposal Writing, Leadership, Management, Public Relations, Business Development, Legal Research, Marketing, Legal Marketing, Marketing Communications, CRM, Social Networking, Social Media Marketing, Internal Communications, Email Marketing
Education
University of Minnesota-Twin Cities 2006 — 2010
BA, Communication Studies, Political Science
DIS, Danish Institute for Study Abroad 2009 — 2009
Communications and Mass Media
Appleton West High School 2002 — 2006
Morrison & Foerster LLP October 2012 - Present
Ropers, Majeski, Kohn & Bentley August 2010 - October 2012
Merrill Lynch June 2009 - June 2010
Sedgwick, Detert, Moran, & Arnold LLP June 2007 - August 2008
Skills
Organization, Writing, Microsoft Office, Event Planning, Research, Marketing Research, RFP Generation, Interaction, Editing, Marketing Strategy, Proposal Writing, Leadership, Management, Public Relations, Business Development, Legal Research, Marketing, Legal Marketing, Marketing Communications, CRM, Social Networking, Social Media Marketing, Internal Communications, Email Marketing
Education
University of Minnesota-Twin Cities 2006 — 2010
BA, Communication Studies, Political Science
DIS, Danish Institute for Study Abroad 2009 — 2009
Communications and Mass Media
Appleton West High School 2002 — 2006
Joshua Brass Joshua Brass's Merrill Lynch Experience June 2012 - August 2012
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Eryn Watkins, LLC May 2011 - June 2012
National Life Group June 2011 - August 2011
OTG Sports May 2011 - August 2011
Skills
Microsoft Office, Time Management, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Excel, Research, Social Media, Finance, Data Analysis, Analysis, Accounting, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Eryn Watkins, LLC May 2011 - June 2012
National Life Group June 2011 - August 2011
OTG Sports May 2011 - August 2011
Skills
Microsoft Office, Time Management, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Excel, Research, Social Media, Finance, Data Analysis, Analysis, Accounting, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.)
Denise Loftus Denise Loftus's Merrill Lynch Experience October 2004 - June 2007
Job Manager, Creative Resources and Delivery at Target
Industry Retail
Experience
Target July 2015 - Present
Target July 2007 - Present
Target February 2012 - July 2013
Target July 2007 - February 2012
Merrill Lynch October 2004 - June 2007
Ambient Consulting, LLC May 1996 - October 2004
Erik's Bike Shop, Inc. 1994 - 1996
Skills
Financial Analysis, Budget Forecasts, Process Improvement, Business Process..., Business Process, Business Analysis, Project Management, Team Leadership, Cross-functional Team..., Analysis, Leadership, Management, Visio, Requirements Gathering, Retail, Forecasting, Finance, Marketing Strategy, Budgets, Marketing, Strategy, Strategic Planning, Accounting, Analytics
Education
University of Minnesota - Carlson School of Management 1989 — 1993
Bachelor of Science (BS), Accounting and Finance
Target July 2015 - Present
Target July 2007 - Present
Target February 2012 - July 2013
Target July 2007 - February 2012
Merrill Lynch October 2004 - June 2007
Ambient Consulting, LLC May 1996 - October 2004
Erik's Bike Shop, Inc. 1994 - 1996
Skills
Financial Analysis, Budget Forecasts, Process Improvement, Business Process..., Business Process, Business Analysis, Project Management, Team Leadership, Cross-functional Team..., Analysis, Leadership, Management, Visio, Requirements Gathering, Retail, Forecasting, Finance, Marketing Strategy, Budgets, Marketing, Strategy, Strategic Planning, Accounting, Analytics
Education
University of Minnesota - Carlson School of Management 1989 — 1993
Bachelor of Science (BS), Accounting and Finance
Jeff Thompson Jeff Thompson's Merrill Lynch Experience October 2000 - February 2002
Job Managing Partner at JFThompson Wealth Management
Industry Financial Services
Experience
JFThompson Wealth Management October 2012 - Present
diverseFolios® November 2012 - September 2014
Flagship Financial Partners June 2006 - November 2012
Larsen Thompson Wealth Management February 2002 - June 2006
Merrill Lynch October 2000 - February 2002
PFS Investments August 1995 - September 2000
IFA Investments, Inc February 1991 - July 1995
Skills
Retirement Planning, Fixed Annuities, IRAs, Strategic Financial..., Retirement, Series 65, Wealth Management, 401k, Investments, Financial Advisory, Asset Allocation, Wealth Accumulation, Life Insurance, Estate Planning, Personal Finance, Financial Planners, Portfolio Management, Insurance, Stocks, Long-term Care, Finance, Wealth, Financial Services, Mutual Funds, Investment Advisory, Investment Strategies, 401k Rollovers, Wealth Management..., Securities, Alternative Investments, Roth IRA, Long Term Care Insurance, Risk Management, FINRA, Asset Management, High Net Worth..., Investment Management, Term Life Insurance, Bonds, Financial Risk, Whole Life, Personal Financial...
Education
University of Minnesota-Twin Cities 1976 — 1980
Public Relations/Image Management
Thomas Jefferson Senior High School 1974 — 1976
JFThompson Wealth Management October 2012 - Present
diverseFolios® November 2012 - September 2014
Flagship Financial Partners June 2006 - November 2012
Larsen Thompson Wealth Management February 2002 - June 2006
Merrill Lynch October 2000 - February 2002
PFS Investments August 1995 - September 2000
IFA Investments, Inc February 1991 - July 1995
Skills
Retirement Planning, Fixed Annuities, IRAs, Strategic Financial..., Retirement, Series 65, Wealth Management, 401k, Investments, Financial Advisory, Asset Allocation, Wealth Accumulation, Life Insurance, Estate Planning, Personal Finance, Financial Planners, Portfolio Management, Insurance, Stocks, Long-term Care, Finance, Wealth, Financial Services, Mutual Funds, Investment Advisory, Investment Strategies, 401k Rollovers, Wealth Management..., Securities, Alternative Investments, Roth IRA, Long Term Care Insurance, Risk Management, FINRA, Asset Management, High Net Worth..., Investment Management, Term Life Insurance, Bonds, Financial Risk, Whole Life, Personal Financial...
Education
University of Minnesota-Twin Cities 1976 — 1980
Public Relations/Image Management
Thomas Jefferson Senior High School 1974 — 1976
Jen Sellwood Jen Sellwood's Merrill Lynch Experience August 2012 - November 2013
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
BIKRAM YOGA November 2009 - Present
Merrill Lynch August 2012 - November 2013
Skills
Goal coaching, Community Development, Wealth Management, Fun, Relationship Marketing, Yoga, Running, Bikram Yoga, Health and Wellness, Strategic Financial..., Series 7, RRCA Certified Run Coach, Cpr Certified, Series 66
Education
University of Minnesota-Twin Cities
Fidelity Investments December 2013 - Present
BIKRAM YOGA November 2009 - Present
Merrill Lynch August 2012 - November 2013
Skills
Goal coaching, Community Development, Wealth Management, Fun, Relationship Marketing, Yoga, Running, Bikram Yoga, Health and Wellness, Strategic Financial..., Series 7, RRCA Certified Run Coach, Cpr Certified, Series 66
Education
University of Minnesota-Twin Cities
Michael T. Moe Michael T. Moe's Merrill Lynch Experience 1998 - 2001
Job CoFounder + Partner at GSV Asset Management
Industry Investment Management
Experience
GSV Asset Management September 2010 - Present
The Next Companies September 2008 - May 2011
ThinkEquity Partners LLC June 2001 - September 2008
Merrill Lynch 1998 - 2001
Montgomery Securities 1995 - 1998
Lehman Brothers 1993 - 1995
Skills
Family Office
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Arts, Political Science and Economics
GSV Asset Management September 2010 - Present
The Next Companies September 2008 - May 2011
ThinkEquity Partners LLC June 2001 - September 2008
Merrill Lynch 1998 - 2001
Montgomery Securities 1995 - 1998
Lehman Brothers 1993 - 1995
Skills
Family Office
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Arts, Political Science and Economics
Haleigh Ammon Haleigh Ammon's Merrill Lynch Experience May 2014 - November 2014
Job Intern
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Habitat for Humanity of Michigan February 2015 - Present
Phi Chi Theta Business Fraternity September 2013 - Present
LeanIn.Org February 2015 - Present
BBA Marketing Club September 2014 - Present
Michigan Business Women September 2014 - Present
Merrill Lynch May 2014 - November 2014
University Student Housing and Advisory Input Group September 2013 - May 2014
Skills
Social Networking, Public Speaking, Social Media, Research, Event Planning, Customer Service, Microsoft Office, PowerPoint, Writing, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Junior
Holt High School 2009 — 2013
High School, 3.92/4.0
Northwestern Mutual May 2015 - Present
Habitat for Humanity of Michigan February 2015 - Present
Phi Chi Theta Business Fraternity September 2013 - Present
LeanIn.Org February 2015 - Present
BBA Marketing Club September 2014 - Present
Michigan Business Women September 2014 - Present
Merrill Lynch May 2014 - November 2014
University Student Housing and Advisory Input Group September 2013 - May 2014
Skills
Social Networking, Public Speaking, Social Media, Research, Event Planning, Customer Service, Microsoft Office, PowerPoint, Writing, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Junior
Holt High School 2009 — 2013
High School, 3.92/4.0
Daniel Huang Daniel Huang's Merrill Lynch Experience April 2013 - January 2014
Job Cloud & Enterprise Revenue Finance Rotation Program Analyst at Microsoft
Industry
Experience
Microsoft June 2015 - August 2015
Goldman Sachs May 2014 - August 2014
Merrill Lynch April 2013 - January 2014
Kumon September 2009 - January 2012
Skills
Public Speaking, Market Research, Teamwork, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Business Strategy, Customer Service, Human Resources, Leadership, Social Media, Research, Event Planning, Strategy, Time Management, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Corporate Strategy and Finance
Microsoft June 2015 - August 2015
Goldman Sachs May 2014 - August 2014
Merrill Lynch April 2013 - January 2014
Kumon September 2009 - January 2012
Skills
Public Speaking, Market Research, Teamwork, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Business Strategy, Customer Service, Human Resources, Leadership, Social Media, Research, Event Planning, Strategy, Time Management, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Corporate Strategy and Finance
Clay Orvik Clay Orvik's Merrill Lynch Experience April 2007 - January 2009
Job Building maintenance at Service That Fitz
Industry Building Materials
Experience
Service That Fitz August 2009 - Present
Merrill Lynch April 2007 - January 2009
ZMC Hotels April 2006 - April 2007
Skills
Microsoft Office, Strategic Planning, Team Building, Management, Public Speaking, Leadership, Social Media, Microsoft Excel
Education
University of Minnesota-Duluth 2003 — 2008
BA, History
Irondale High School 1999 — 2003
Service That Fitz August 2009 - Present
Merrill Lynch April 2007 - January 2009
ZMC Hotels April 2006 - April 2007
Skills
Microsoft Office, Strategic Planning, Team Building, Management, Public Speaking, Leadership, Social Media, Microsoft Excel
Education
University of Minnesota-Duluth 2003 — 2008
BA, History
Irondale High School 1999 — 2003
Michael Perry Michael Perry's Merrill Lynch Experience May 1995 - September 2009
Job Managing Director at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2015 - Present
UBS Wealth Management November 2009 - July 2015
Merrill Lynch May 1995 - September 2009
AT&T June 1989 - August 1994
Skills
Leadership, Wealth Management, Asset Management, Capital Markets, Investment Advisory, Equity Derivatives, Alternative Investments, Data Management, Financial Planning, Trust Management, Insurance
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Michigan College of Engineering 1985 — 1989
B.S., Industrial and Operations Engineering
Miami Killian High School
Nuveen Investments July 2015 - Present
UBS Wealth Management November 2009 - July 2015
Merrill Lynch May 1995 - September 2009
AT&T June 1989 - August 1994
Skills
Leadership, Wealth Management, Asset Management, Capital Markets, Investment Advisory, Equity Derivatives, Alternative Investments, Data Management, Financial Planning, Trust Management, Insurance
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Michigan College of Engineering 1985 — 1989
B.S., Industrial and Operations Engineering
Miami Killian High School
Jeremy Simon Jeremy Simon's Merrill Lynch Experience June 2014 - Present
Job Apollo Real Estate Equity Summer Analyst
Industry Investment Management
Experience
Apollo Global Management LLC February 2015 - Present
Merrill Lynch June 2014 - Present
CENTURY 21® May 2014 - Present
A&J Detailing March 2009 - October 2013
Skills
Venture Capital, Management, Portfolio Management, Financial Analysis, Entrepreneurship, Start-ups, Investments, Finance, Valuation, Marketing, Investment Banking, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA)
Apollo Global Management LLC February 2015 - Present
Merrill Lynch June 2014 - Present
CENTURY 21® May 2014 - Present
A&J Detailing March 2009 - October 2013
Skills
Venture Capital, Management, Portfolio Management, Financial Analysis, Entrepreneurship, Start-ups, Investments, Finance, Valuation, Marketing, Investment Banking, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA)
Ryan Geris, CFP®'s Merrill Lynch Experience August 2008 - March 2011
Job Merrill Lynch Wealth Management Financial Advisor Sieh Yung Group
Industry Financial Services
Experience
Merrill Lynch - Sieh Yung Group September 2015 - Present
Merrill Lynch - Sieh Yung Group May 2012 - August 2015
Wells Fargo Advisors March 2011 - May 2012
Merrill Lynch August 2008 - March 2011
Stockton Thunder March 2007 - April 2008
A & L Properties December 2006 - July 2007
Skills
Marketing, Financial Analysis, Strategic Financial..., Cold Calling, Sales, Asset Management, Relationship Management, Salesforce.com, Risk Management, Time Management, Series 7, Retirement Planning, Wealth Management, Event Planning, Business Development, Team Building, Investments, Insurance, Securities, Portfolio Management, Retirement, Fixed Annuities, Life Insurance, Asset Allocation, Mutual Funds, Financial Modeling, Term Life Insurance, New Business Development, CRM, Microsoft Excel, Investment Advisory, Financial Advisory, Investment Strategies, IRAs
Education
Certified Financial Planner Board of Standards, Inc. 2013 — 2014
Certified Financial Planner®, Financial Planning and Services
University of Minnesota-Duluth 2002 — 2007
BBA, Business Administration
Jefferson High School 1997 — 2000
Diploma, General
Merrill Lynch - Sieh Yung Group September 2015 - Present
Merrill Lynch - Sieh Yung Group May 2012 - August 2015
Wells Fargo Advisors March 2011 - May 2012
Merrill Lynch August 2008 - March 2011
Stockton Thunder March 2007 - April 2008
A & L Properties December 2006 - July 2007
Skills
Marketing, Financial Analysis, Strategic Financial..., Cold Calling, Sales, Asset Management, Relationship Management, Salesforce.com, Risk Management, Time Management, Series 7, Retirement Planning, Wealth Management, Event Planning, Business Development, Team Building, Investments, Insurance, Securities, Portfolio Management, Retirement, Fixed Annuities, Life Insurance, Asset Allocation, Mutual Funds, Financial Modeling, Term Life Insurance, New Business Development, CRM, Microsoft Excel, Investment Advisory, Financial Advisory, Investment Strategies, IRAs
Education
Certified Financial Planner Board of Standards, Inc. 2013 — 2014
Certified Financial Planner®, Financial Planning and Services
University of Minnesota-Duluth 2002 — 2007
BBA, Business Administration
Jefferson High School 1997 — 2000
Diploma, General
Jorden Taveirne Jorden Taveirne's Merrill Lynch Experience June 2009 - August 2009
Job Financial Analyst II Latin America, Mexico, and S. America Business Support at General Mills
Industry Consumer Goods
Experience
General Mills September 2015 - Present
General Mills July 2015 - August 2015
General Mills June 2013 - July 2015
General Mills March 2012 - June 2013
USDA- Forest Service January 2009 - December 2011
Target May 2011 - August 2011
Land O'Lakes May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Access, Microsoft Excel, PowerPoint, Customer Service, Spreadsheets, Invoicing, Inventory Management, Market Research, Outlook, Accounting, Financial Reporting, Teamwork, Forecasting, Financial Analysis, Analysis, Process Improvement, Retail, Budgets, Sales, Microsoft Word, Strategic Planning, Leadership, Management, Project Planning, Microsoft Office
Education
Curtis L. Carlson School of Management 2008 — 2011
Bachelor of Science, Business; International Business and Finance
University of Minnesota 2008 — 2011
Bachelor os Science in Business, International Business and Finance
University of Minnesota - Carlson School of Management 2008 — 2011
Bachelor of Science, International Business & Finance with a minor in Spanish
Venusa College 2009 — 2009
Spanish
Jefferson Senior High School
General Mills September 2015 - Present
General Mills July 2015 - August 2015
General Mills June 2013 - July 2015
General Mills March 2012 - June 2013
USDA- Forest Service January 2009 - December 2011
Target May 2011 - August 2011
Land O'Lakes May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Access, Microsoft Excel, PowerPoint, Customer Service, Spreadsheets, Invoicing, Inventory Management, Market Research, Outlook, Accounting, Financial Reporting, Teamwork, Forecasting, Financial Analysis, Analysis, Process Improvement, Retail, Budgets, Sales, Microsoft Word, Strategic Planning, Leadership, Management, Project Planning, Microsoft Office
Education
Curtis L. Carlson School of Management 2008 — 2011
Bachelor of Science, Business; International Business and Finance
University of Minnesota 2008 — 2011
Bachelor os Science in Business, International Business and Finance
University of Minnesota - Carlson School of Management 2008 — 2011
Bachelor of Science, International Business & Finance with a minor in Spanish
Venusa College 2009 — 2009
Spanish
Jefferson Senior High School
John MacDonald, CFP® John MacDonald, CFP®'s Merrill Lynch Experience 1996 - Present
Job Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 1996 - Present
Skills
Series 7, Wealth Management, Series 63, Investments, Portfolio Management, Retirement Planning
Education
University of Michigan-Flint 1996 — 2000
MBA, Finance
University of Michigan-Flint 1996 — 2000
Bachelor's, Finance
Merrill Lynch 1996 - Present
Skills
Series 7, Wealth Management, Series 63, Investments, Portfolio Management, Retirement Planning
Education
University of Michigan-Flint 1996 — 2000
MBA, Finance
University of Michigan-Flint 1996 — 2000
Bachelor's, Finance
Andrea Lechowicz Andrea Lechowicz's Merrill Lynch Experience June 2006 - January 2008
Job Associate Director at UBS
Industry Information Technology and Services
Experience
UBS December 2014 - Present
Kroger August 2013 - December 2014
Target May 2012 - July 2013
Target 2008 - May 2012
Merrill Lynch June 2006 - January 2008
Ford Motor Company July 2004 - June 2006
Ford Motor Company January 2004 - July 2004
Ford Motor Company June 2003 - January 2004
Ford Motor Company April 2002 - June 2003
Ford Motor Company May 2001 - August 2001
Skills
Process Improvement, Six Sigma, Continuous Improvement, Lean Sigma, Kaizen Facilitation, Coaching, Training & Development, Operations Management, Operational Excellence, Industrial Engineering, Project Management, Change Management, Customer Relationship..., Mentoring, Internal Consulting, Data Analysis, Warehouse design and..., Supervising, Lean Manufacturing, Training, Analysis, CRM, Kaizen
Education
University of Michigan-Dearborn 1998 — 2002
Dual Degree MS and BS, Industrial and Systems Engineering
UBS December 2014 - Present
Kroger August 2013 - December 2014
Target May 2012 - July 2013
Target 2008 - May 2012
Merrill Lynch June 2006 - January 2008
Ford Motor Company July 2004 - June 2006
Ford Motor Company January 2004 - July 2004
Ford Motor Company June 2003 - January 2004
Ford Motor Company April 2002 - June 2003
Ford Motor Company May 2001 - August 2001
Skills
Process Improvement, Six Sigma, Continuous Improvement, Lean Sigma, Kaizen Facilitation, Coaching, Training & Development, Operations Management, Operational Excellence, Industrial Engineering, Project Management, Change Management, Customer Relationship..., Mentoring, Internal Consulting, Data Analysis, Warehouse design and..., Supervising, Lean Manufacturing, Training, Analysis, CRM, Kaizen
Education
University of Michigan-Dearborn 1998 — 2002
Dual Degree MS and BS, Industrial and Systems Engineering
Alexander Halpern's Merrill Lynch Experience 2007 - 2009
Job Vice President at Highgate Holdings
Industry Real Estate
Experience
Highgate Holdings January 2012 - Present
Highgate Holdings October 2009 - December 2011
Merrill Lynch 2007 - 2009
Skills
Financial Modeling, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Real Estate Financing, Document Review, Private Equity, Investment Banking, Commercial Real Estate, Portfolio Management, Acquisitions, Investments, Loans, Investment Properties, Equities, Disposition, Real Estate, Real Estate Development, Underwriting, Real Estate Transactions, Financial Analysis, Financial Structuring, Corporate Finance, Finance, Capital Markets, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Highgate Holdings January 2012 - Present
Highgate Holdings October 2009 - December 2011
Merrill Lynch 2007 - 2009
Skills
Financial Modeling, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Real Estate Financing, Document Review, Private Equity, Investment Banking, Commercial Real Estate, Portfolio Management, Acquisitions, Investments, Loans, Investment Properties, Equities, Disposition, Real Estate, Real Estate Development, Underwriting, Real Estate Transactions, Financial Analysis, Financial Structuring, Corporate Finance, Finance, Capital Markets, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance and Accounting
Jodie Wilson Jodie Wilson's Merrill Lynch Experience 2004 - 2006
Job President at Value Village Shop
Industry Retail
Experience
Value Village Shop September 2011 - Present
New England Financial May 2011 - August 2011
Charter One Bank September 2009 - April 2011
National City Bank June 2008 - July 2009
Merrill Lynch 2004 - 2006
Skills
Series 7, Investments, Mutual Funds, Recruiting, Life Insurance
Education
University of Michigan-Dearborn
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Value Village Shop September 2011 - Present
New England Financial May 2011 - August 2011
Charter One Bank September 2009 - April 2011
National City Bank June 2008 - July 2009
Merrill Lynch 2004 - 2006
Skills
Series 7, Investments, Mutual Funds, Recruiting, Life Insurance
Education
University of Michigan-Dearborn
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Tony Yung, CIMA®, CRPC®'s Merrill Lynch Experience November 2006 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Smith Barney January 1995 - November 2006
Prudential Securities June 1991 - August 1994
Skills
Series 7, Asset Allocation, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Securities, Alternative Investments, Investments, Series 65, Retirement, Financial Advisory, Asset Managment, Separately Managed..., Fixed Annuities, 401k, Investment Management, Life Insurance, Variable Annuities, ETFs, 401k Rollovers, Fixed Income, Banking, High Net Worth..., Portfolio Management, Estate Planning, Certified Investment..., Equities, Strategic Financial..., Financial Planning, Finance, Customer Service, Asset Management
Education
University of Minnesota-Twin Cities 1989 — 1994
Bachelor of Science (B.S.), Applied Economics
Merrill Lynch November 2006 - Present
Smith Barney January 1995 - November 2006
Prudential Securities June 1991 - August 1994
Skills
Series 7, Asset Allocation, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Securities, Alternative Investments, Investments, Series 65, Retirement, Financial Advisory, Asset Managment, Separately Managed..., Fixed Annuities, 401k, Investment Management, Life Insurance, Variable Annuities, ETFs, 401k Rollovers, Fixed Income, Banking, High Net Worth..., Portfolio Management, Estate Planning, Certified Investment..., Equities, Strategic Financial..., Financial Planning, Finance, Customer Service, Asset Management
Education
University of Minnesota-Twin Cities 1989 — 1994
Bachelor of Science (B.S.), Applied Economics
Jaclyn (Lichtman) Britchkow Jaclyn (Lichtman) Britchkow's Merrill Lynch Experience May 2002 - October 2004
Job Vice President
Industry Financial Services
Experience
TD May 2012 - Present
Thyroid Hope Foundation January 2008 - Present
Morgan Stanley April 2011 - April 2012
Credit Suisse November 2004 - April 2011
Merrill Lynch May 2002 - October 2004
American Management Systems, Inc 2000 - 2002
Skills
Fixed Income, Investment Banking, Equities, Project Management, Project Planning, Project Coordination, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Managerial Finance, Event Management, Analytics, Microsoft Office, Networking, PMP, Expense Management, Budget Process, Forecasting
Education
University of Michigan Business School 1996 — 2000
BBA, Finance, Computer Science
Cherry Hill High School East 1992 — 1996
High School Diploma
TD May 2012 - Present
Thyroid Hope Foundation January 2008 - Present
Morgan Stanley April 2011 - April 2012
Credit Suisse November 2004 - April 2011
Merrill Lynch May 2002 - October 2004
American Management Systems, Inc 2000 - 2002
Skills
Fixed Income, Investment Banking, Equities, Project Management, Project Planning, Project Coordination, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Managerial Finance, Event Management, Analytics, Microsoft Office, Networking, PMP, Expense Management, Budget Process, Forecasting
Education
University of Michigan Business School 1996 — 2000
BBA, Finance, Computer Science
Cherry Hill High School East 1992 — 1996
High School Diploma
Amy Stern Amy Stern's Merrill Lynch Experience June 1998 - November 2002
Job Senior Manager Field & Client Support Services, MBA at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
RBC Wealth Management April 2010 - November 2013
RBC Wealth Management February 2006 - September 2010
RBC Wealth Management January 2005 - February 2006
RBC Wealth Management December 2002 - December 2004
Merrill Lynch June 1998 - November 2002
Skills
Operational Risk, Program Management, Business Continuity..., Series 7, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Allocation, Investments, Financial Services, Investment Advisory, Securities, Fixed Income, Business Analysis
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Finance and Strategic Management
University of Wisconsin-Eau Claire 1992 — 1995
BBA, Finance
RBC Wealth Management November 2013 - Present
RBC Wealth Management April 2010 - November 2013
RBC Wealth Management February 2006 - September 2010
RBC Wealth Management January 2005 - February 2006
RBC Wealth Management December 2002 - December 2004
Merrill Lynch June 1998 - November 2002
Skills
Operational Risk, Program Management, Business Continuity..., Series 7, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Allocation, Investments, Financial Services, Investment Advisory, Securities, Fixed Income, Business Analysis
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Finance and Strategic Management
University of Wisconsin-Eau Claire 1992 — 1995
BBA, Finance
J Regalado J Regalado's Merrill Lynch Experience June 2008 - August 2008
Job Electronic Trading at Barclays Capital
Industry Financial Services
Experience
Barclays May 2011 - Present
Echoing Green February 2013 - Present
Maize & Blue Fund November 2009 - November 2011
Barclays Capital June 2010 - August 2010
Permal Asset Management June 2009 - September 2009
Merrill Lynch June 2008 - August 2008
Skills
Equities, Portfolio Management, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Bloomberg, Capital Markets, Asset Managment, Hedge Funds, Equity Research, Derivatives, Business Strategy, Microsoft Excel, Python, SQL, K Programming Language, Fixed Income, Trading, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2011
Bachelors of business Administration, Finance, economics
Detroit Country Day School 2002 — 2006
Barclays May 2011 - Present
Echoing Green February 2013 - Present
Maize & Blue Fund November 2009 - November 2011
Barclays Capital June 2010 - August 2010
Permal Asset Management June 2009 - September 2009
Merrill Lynch June 2008 - August 2008
Skills
Equities, Portfolio Management, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Bloomberg, Capital Markets, Asset Managment, Hedge Funds, Equity Research, Derivatives, Business Strategy, Microsoft Excel, Python, SQL, K Programming Language, Fixed Income, Trading, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2011
Bachelors of business Administration, Finance, economics
Detroit Country Day School 2002 — 2006
Andre (Lee) Johnson Andre (Lee) Johnson's Merrill Lynch Experience June 2004 - February 2006
Job CEO at FreightScan
Industry Computer Software
Experience
FreightScan February 2006 - Present
Merrill Lynch June 2004 - February 2006
Wells Fargo Investments June 2002 - June 2004
Cardinal Health 2000 - 2002
Santa Fe Christian Schools 1998 - 2000
Santa Fe Christian Schools 1998 - 2000
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
University of San Diego 1996 — 1998
BBA, Business Economics and Finance
University of Minnesota-Twin Cities 1991 — 1995
Bachelors, Chemical Engineering
FreightScan February 2006 - Present
Merrill Lynch June 2004 - February 2006
Wells Fargo Investments June 2002 - June 2004
Cardinal Health 2000 - 2002
Santa Fe Christian Schools 1998 - 2000
Santa Fe Christian Schools 1998 - 2000
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
University of San Diego 1996 — 1998
BBA, Business Economics and Finance
University of Minnesota-Twin Cities 1991 — 1995
Bachelors, Chemical Engineering
Lou Tousignant Lou Tousignant's Merrill Lynch Experience 1995 - 1997
Job Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein 2007 - Present
Citigroup Asset Management-Legg Mason 2003 - 2007
Wells Fargo Funds 2000 - 2003
US Bancorp Investments August 1998 - 2000
Merrill Lynch 1995 - 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Finance, Separately Managed..., Asset Allocation, Strategic Financial..., Asset Management, Investment Strategies, Investments, Series 63, Wealth Management, Securities, Fixed Income, Hedge Funds
Education
University of Minnesota Duluth 1996 — 1998
M.B.A., Finance
University of Minnesota Duluth 1991 — 1995
Bachelor of Arts, Economics
AllianceBernstein 2007 - Present
Citigroup Asset Management-Legg Mason 2003 - 2007
Wells Fargo Funds 2000 - 2003
US Bancorp Investments August 1998 - 2000
Merrill Lynch 1995 - 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Finance, Separately Managed..., Asset Allocation, Strategic Financial..., Asset Management, Investment Strategies, Investments, Series 63, Wealth Management, Securities, Fixed Income, Hedge Funds
Education
University of Minnesota Duluth 1996 — 1998
M.B.A., Finance
University of Minnesota Duluth 1991 — 1995
Bachelor of Arts, Economics
Yuri Petrov Yuri Petrov's Merrill Lynch Experience June 2007 - December 2007
Job AIRVICE:"Before You Invest Consult the Best!"
Industry Airlines/Aviation
Experience
Airvice May 2008 - Present
Aircraft Data Fusion January 2008 - May 2008
Merrill Lynch June 2007 - December 2007
Education
University of Minnesota - Carlson School of Management
Finance, Accounting
Airvice May 2008 - Present
Aircraft Data Fusion January 2008 - May 2008
Merrill Lynch June 2007 - December 2007
Education
University of Minnesota - Carlson School of Management
Finance, Accounting
Melanie Gornick, MBA Melanie Gornick, MBA's Merrill Lynch Experience 2011 - August 2012
Job Regional Sales Executive at Simplifile, MN, ND, SD
Industry Financial Services
Experience
Simplifile October 2012 - Present
Merrill Lynch 2011 - August 2012
Allianz Life June 2010 - December 2010
RiverSource Asset Management 2007 - June 2010
Coldwell Banker Burnet 2002 - 2008
Northwest Airlines 1996 - 2007
Skills
Account Management, Retirement Planning, Investments, Finance, Management, Mutual Funds, Retirement, Banking, Series 7, Financial Analysis, Networking, Real Estate, Series 63, Risk Management, Business Development, Uniform Combined State..., Insurance, Time Management, Sales, Variable Annuities, Financial Advisory, Strategic Planning, Portfolio Management, New Business Development, Relationship Management, Strategy, B2B
Education
University of Minnesota - Carlson School of Management 2006 — 2010
MBA, Finance
Simplifile October 2012 - Present
Merrill Lynch 2011 - August 2012
Allianz Life June 2010 - December 2010
RiverSource Asset Management 2007 - June 2010
Coldwell Banker Burnet 2002 - 2008
Northwest Airlines 1996 - 2007
Skills
Account Management, Retirement Planning, Investments, Finance, Management, Mutual Funds, Retirement, Banking, Series 7, Financial Analysis, Networking, Real Estate, Series 63, Risk Management, Business Development, Uniform Combined State..., Insurance, Time Management, Sales, Variable Annuities, Financial Advisory, Strategic Planning, Portfolio Management, New Business Development, Relationship Management, Strategy, B2B
Education
University of Minnesota - Carlson School of Management 2006 — 2010
MBA, Finance
Wilson Lin's Merrill Lynch Experience June 2003 - August 2003
Job Strategy & Operations Leader | Social Enterprise and Entrepreneurship Advisor | Impact Investing
Industry Management Consulting
Experience
Deloitte August 2013 - Present
Deloitte Consulting September 2011 - August 2013
Java Bite March 2011 - July 2011
Grassroots Business Fund March 2010 - May 2010
UBS April 2007 - April 2009
IBM July 2004 - March 2007
The GMS Group January 2004 - June 2004
Merrill Lynch June 2003 - August 2003
Skills
Strategy, Market Research, Entrepreneurship, Financial Services, Business Development, Financial Modeling, Customer Experience, Business Analytics, Growth Strategies, User Experience, Operating Models, Management Consulting, Business Strategy, Analysis, Financial Analysis, Management, Consulting, Project Management, Analytics, Business Analysis, Strategic Planning, Competitive Analysis, Valuation, Program Management, CRM, Data Analysis, Leadership, Due Diligence, Executive Management
Education
University of Pennsylvania 2000 — 2004
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Corporate Strategy, Management
Deloitte August 2013 - Present
Deloitte Consulting September 2011 - August 2013
Java Bite March 2011 - July 2011
Grassroots Business Fund March 2010 - May 2010
UBS April 2007 - April 2009
IBM July 2004 - March 2007
The GMS Group January 2004 - June 2004
Merrill Lynch June 2003 - August 2003
Skills
Strategy, Market Research, Entrepreneurship, Financial Services, Business Development, Financial Modeling, Customer Experience, Business Analytics, Growth Strategies, User Experience, Operating Models, Management Consulting, Business Strategy, Analysis, Financial Analysis, Management, Consulting, Project Management, Analytics, Business Analysis, Strategic Planning, Competitive Analysis, Valuation, Program Management, CRM, Data Analysis, Leadership, Due Diligence, Executive Management
Education
University of Pennsylvania 2000 — 2004
BA, Economics
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Corporate Strategy, Management
David Bardan David Bardan's Merrill Lynch Experience February 2011 - May 2011
Job Dedicated Advisor at ZocDoc
Industry Hospital & Health Care
Experience
ZocDoc August 2015 - Present
Deloitte January 2013 - August 2015
College ByME October 2010 - January 2013
Deloitte June 2012 - August 2012
Abbott Laboratories May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Damascus Securities Exchange June 2010 - August 2010
United Nations High Commissioner for Refugees June 2008 - August 2008
Skills
Data Analysis, Visio, Business Analysis, Project Management, Business Intelligence, Process Improvement, Leadership, Microsoft Office, Marketing, Customer Service, Competitive Analysis, Cross-functional Team..., CRM, Management, Analysis, IT Controls, IT Audit, IT Risk Management
Education
University of Minnesota - Carlson School of Management 2009 — 2012
Management Information Systems and Supply Chain Operations
ZocDoc August 2015 - Present
Deloitte January 2013 - August 2015
College ByME October 2010 - January 2013
Deloitte June 2012 - August 2012
Abbott Laboratories May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Damascus Securities Exchange June 2010 - August 2010
United Nations High Commissioner for Refugees June 2008 - August 2008
Skills
Data Analysis, Visio, Business Analysis, Project Management, Business Intelligence, Process Improvement, Leadership, Microsoft Office, Marketing, Customer Service, Competitive Analysis, Cross-functional Team..., CRM, Management, Analysis, IT Controls, IT Audit, IT Risk Management
Education
University of Minnesota - Carlson School of Management 2009 — 2012
Management Information Systems and Supply Chain Operations
Adam Hexum Adam Hexum's Merrill Lynch Experience September 2013 - August 2014
Job Analyst at Rick Hexum Companies
Industry Financial Services
Experience
Rick Hexum Companies August 2014 - Present
Merrill Lynch September 2013 - August 2014
Wildcat Management January 2013 - September 2013
KVH Hayward Inc. August 2012 - January 2013
Wisconsin Badgers January 2009 - June 2012
Skills
Time Management, Project Planning, Banking, Microsoft Office, Financial Analysis, Microsoft Excel, Social Media, PowerPoint, Research, Financial Modeling, Strategic Planning, Public Speaking, Customer Service, Microsoft Word, Business Strategy, Marketing Strategy, Event Planning, New Business Development, Valuation, Sales, Management, Business Analytics, Project Management, Fundraising, Market Research, Marketing, Finance, Investments
Education
University of Wisconsin-Madison - School of Business 2009 — 2012
Bachelor's of Business Administration, Finance, Investment and Banking
University of Minnesota - Carlson School of Management 2008 — 2009
Rick Hexum Companies August 2014 - Present
Merrill Lynch September 2013 - August 2014
Wildcat Management January 2013 - September 2013
KVH Hayward Inc. August 2012 - January 2013
Wisconsin Badgers January 2009 - June 2012
Skills
Time Management, Project Planning, Banking, Microsoft Office, Financial Analysis, Microsoft Excel, Social Media, PowerPoint, Research, Financial Modeling, Strategic Planning, Public Speaking, Customer Service, Microsoft Word, Business Strategy, Marketing Strategy, Event Planning, New Business Development, Valuation, Sales, Management, Business Analytics, Project Management, Fundraising, Market Research, Marketing, Finance, Investments
Education
University of Wisconsin-Madison - School of Business 2009 — 2012
Bachelor's of Business Administration, Finance, Investment and Banking
University of Minnesota - Carlson School of Management 2008 — 2009
Jason Zhang Jason Zhang's Merrill Lynch Experience September 2012 - August 2013
Job Analyst at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management September 2013 - Present
Merrill Lynch September 2012 - August 2013
Merrill Lynch June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Detroit Country Day School
Visium Asset Management September 2013 - Present
Merrill Lynch September 2012 - August 2013
Merrill Lynch June 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Detroit Country Day School
Justin Wong's Merrill Lynch Experience October 2007 - May 2008
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2012 - Present
Piper Jaffray May 2011 - August 2011
Federal Reserve Bank of Minneapolis May 2010 - August 2010
Wong Pun and Partners Ltd May 2009 - August 2009
Merrill Lynch October 2007 - May 2008
Skills
Mandarin, Cantonese, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Corporate Finance, Finance, Microsoft Excel, Investments, PowerPoint, Equity Research, Equities, Data Analysis, Portfolio Management, Risk Management, Microsoft Office, Due Diligence, Accounting, Trading, Access, Customer Service, Fixed Income, Private Equity
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science, Finance
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Science, Asian Languages & Literature
Hong Kong University of Science and Technology 2010 — 2010
Carlson International Exchange Program, Area of Study: China's Economic Development and Reform
Piper Jaffray July 2012 - Present
Piper Jaffray May 2011 - August 2011
Federal Reserve Bank of Minneapolis May 2010 - August 2010
Wong Pun and Partners Ltd May 2009 - August 2009
Merrill Lynch October 2007 - May 2008
Skills
Mandarin, Cantonese, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Corporate Finance, Finance, Microsoft Excel, Investments, PowerPoint, Equity Research, Equities, Data Analysis, Portfolio Management, Risk Management, Microsoft Office, Due Diligence, Accounting, Trading, Access, Customer Service, Fixed Income, Private Equity
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science, Finance
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Science, Asian Languages & Literature
Hong Kong University of Science and Technology 2010 — 2010
Carlson International Exchange Program, Area of Study: China's Economic Development and Reform
Bob Baarsch Bob Baarsch's Merrill Lynch Experience January 1979 - April 1980
Job Member of Morrison Group at Planet Pigs LLC
Industry Farming
Experience
HerdStar LLC December 2002 - Present
Next Generation Pork, Inc. September 1996 - Present
Planet Pigs LLC January 1995 - February 2013
Domain Inc. March 1980 - September 1984
Merrill Lynch January 1979 - April 1980
Skills
Start-ups, Business Strategy, Product Development, New Business Development, Agriculture, Strategic Planning, Business Planning, Team Building, Marketing Strategy, Sales Management, Budgets, Food, Public Speaking, Sales
Education
University of Minnesota-Twin Cities 1974 — 1979
BS, Agricultural Business Administration
HerdStar LLC December 2002 - Present
Next Generation Pork, Inc. September 1996 - Present
Planet Pigs LLC January 1995 - February 2013
Domain Inc. March 1980 - September 1984
Merrill Lynch January 1979 - April 1980
Skills
Start-ups, Business Strategy, Product Development, New Business Development, Agriculture, Strategic Planning, Business Planning, Team Building, Marketing Strategy, Sales Management, Budgets, Food, Public Speaking, Sales
Education
University of Minnesota-Twin Cities 1974 — 1979
BS, Agricultural Business Administration
Christopher Brehmer Christopher Brehmer's Merrill Lynch Experience February 2015 - Present
Job Client Associate at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch February 2015 - Present
SPS Commerce July 2014 - Present
Zepol Corporation January 2012 - July 2014
Epicor Software Corp May 2011 - September 2011
HealthEast May 2011 - September 2011
Skills
Business Development, Customer Service, Marketing Communications, HTML, Public Speaking, CRM, B2B, SaaS
Education
University of Minnesota-Duluth 2007 — 2011
BBA, Marketing, 3.29
Merrill Lynch February 2015 - Present
SPS Commerce July 2014 - Present
Zepol Corporation January 2012 - July 2014
Epicor Software Corp May 2011 - September 2011
HealthEast May 2011 - September 2011
Skills
Business Development, Customer Service, Marketing Communications, HTML, Public Speaking, CRM, B2B, SaaS
Education
University of Minnesota-Duluth 2007 — 2011
BBA, Marketing, 3.29
Joseph Axtell, CFA Joseph Axtell, CFA's Merrill Lynch Experience 1996 - 2001
Job Managing Director at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management 2001 - Present
Merrill Lynch 1996 - 2001
PCM International 1989 - 1996
Skills
Portfolio Management, Equities, Mutual Funds, Investments, Management, Asset Management
Education
University of Minnesota - Carlson School of Management 1982 — 1985
B.S., Finance, MIS
Deutsche Asset Management 2001 - Present
Merrill Lynch 1996 - 2001
PCM International 1989 - 1996
Skills
Portfolio Management, Equities, Mutual Funds, Investments, Management, Asset Management
Education
University of Minnesota - Carlson School of Management 1982 — 1985
B.S., Finance, MIS
Rand Kazanji Rand Kazanji's Merrill Lynch Experience May 2007 - June 2010
Job Assistant Director for Orientation Programs at University of MichiganDearborn
Industry Higher Education
Experience
University of Michigan-Dearborn June 2014 - Present
University of Michigan-Dearborn September 2013 - June 2014
University of Michigan-Dearborn May 2010 - September 2013
Merrill Lynch May 2007 - June 2010
Skills
Event Planning, Public Speaking, Research, Higher Education, Community Outreach, Microsoft Office, Non-profits, Data Analysis, PowerPoint, Social Media, Microsoft Excel, Staff Development, Curriculum Development, Teaching, Program Development, Fundraising, Nonprofits, Editing, Volunteer Management, Student Affairs, Leadership Development, Social Networking, Student Development
Education
University of Michigan-Dearborn
Master of Business Administration (MBA)
University of Michigan-Dearborn 2005 — 2009
Bachelor of Business Administration (BBA), Business Management, Biology
University of Michigan-Dearborn June 2014 - Present
University of Michigan-Dearborn September 2013 - June 2014
University of Michigan-Dearborn May 2010 - September 2013
Merrill Lynch May 2007 - June 2010
Skills
Event Planning, Public Speaking, Research, Higher Education, Community Outreach, Microsoft Office, Non-profits, Data Analysis, PowerPoint, Social Media, Microsoft Excel, Staff Development, Curriculum Development, Teaching, Program Development, Fundraising, Nonprofits, Editing, Volunteer Management, Student Affairs, Leadership Development, Social Networking, Student Development
Education
University of Michigan-Dearborn
Master of Business Administration (MBA)
University of Michigan-Dearborn 2005 — 2009
Bachelor of Business Administration (BBA), Business Management, Biology
Andrew Carras Andrew Carras's Merrill Lynch Experience June 2014 - August 2014
Job Incoming Investment Banking Analyst at Jefferies
Industry
Experience
Jefferies October 2014 - Present
Merrill Lynch June 2014 - August 2014
Mesirow Financial July 2013 - August 2013
Theta Chi Fraternity October 2012 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's Degree
Jefferies October 2014 - Present
Merrill Lynch June 2014 - August 2014
Mesirow Financial July 2013 - August 2013
Theta Chi Fraternity October 2012 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor's Degree
Dave Joy's Merrill Lynch Experience January 1992 - September 1999
Job Senior Account Manager at Visa
Industry Information Technology and Services
Experience
Visa June 2000 - Present
Qwest September 1999 - June 2000
Merrill Lynch January 1992 - September 1999
Skills
Debit Cards, Electronic Payments, Payment Systems, Payments, Vendor Management
Education
University of Minnesota-Morris 1983 — 1987
Bachelor of Arts (B.A.), Economics
Miller High School, Miller, SD 1979 — 1983
Visa June 2000 - Present
Qwest September 1999 - June 2000
Merrill Lynch January 1992 - September 1999
Skills
Debit Cards, Electronic Payments, Payment Systems, Payments, Vendor Management
Education
University of Minnesota-Morris 1983 — 1987
Bachelor of Arts (B.A.), Economics
Miller High School, Miller, SD 1979 — 1983
Jeff Edwards, CFP® Jeff Edwards, CFP®'s Merrill Lynch Experience 2009 - 2012
Job Financial Consultant, CFP® at Associated Bank Wealth Management
Industry Financial Services
Experience
Associated Bank Wealth Management 2013 - Present
Merrill Lynch 2009 - 2012
Jeff Edwards Custom Homes / Jeff Edwards Real Estate 1997 - 2009
Merrill Lynch 1996 - 1997
Prudential Securities 1993 - 1996
Lehman Brothers 1990 - 1993
Skills
Certified Financial..., Private Banking, Finance, Risk Management, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Arts
Associated Bank Wealth Management 2013 - Present
Merrill Lynch 2009 - 2012
Jeff Edwards Custom Homes / Jeff Edwards Real Estate 1997 - 2009
Merrill Lynch 1996 - 1997
Prudential Securities 1993 - 1996
Lehman Brothers 1990 - 1993
Skills
Certified Financial..., Private Banking, Finance, Risk Management, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Arts
Jennifer Mu Jennifer Mu's Merrill Lynch Experience 2007 - 2009
Job Senior Manager, Product Marketing at OpenX
Industry Marketing and Advertising
Experience
OpenX September 2015 - Present
The Huffington Post August 2013 - September 2015
MeetMoi, LLC (acquired by Match.com) November 2012 - July 2013
Business Insider 2012 - 2012
Luminosity Marketing January 2010 - September 2011
Merrill Lynch 2007 - 2009
Moelis & Company June 2008 - August 2008
Skills
Advertising, Digital Media, Marketing Research, Social Media, Marketing Strategy, Digital Strategy, Financial Management, Marketing, Online Advertising, Email Marketing, Digital Marketing, Media Planning, Integrated Marketing, Mobile Marketing
Education
University of Michigan - Stephen M. Ross School of Business
BBA
OpenX September 2015 - Present
The Huffington Post August 2013 - September 2015
MeetMoi, LLC (acquired by Match.com) November 2012 - July 2013
Business Insider 2012 - 2012
Luminosity Marketing January 2010 - September 2011
Merrill Lynch 2007 - 2009
Moelis & Company June 2008 - August 2008
Skills
Advertising, Digital Media, Marketing Research, Social Media, Marketing Strategy, Digital Strategy, Financial Management, Marketing, Online Advertising, Email Marketing, Digital Marketing, Media Planning, Integrated Marketing, Mobile Marketing
Education
University of Michigan - Stephen M. Ross School of Business
BBA
Steven Culbert Steven Culbert's Merrill Lynch Experience 2003 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2003 - Present
Moss & Barnett, P.A. January 2003 - 2003
Skills
Portfolio Management, Business Planning, Strategic Financial...
Education
University of Wisconsin-Madison 1992 — 1995
Bachelor of Laws (LL.B.), Law, Summa Cum Laude
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Arts (B.A.), History
Merrill Lynch 2003 - Present
Moss & Barnett, P.A. January 2003 - 2003
Skills
Portfolio Management, Business Planning, Strategic Financial...
Education
University of Wisconsin-Madison 1992 — 1995
Bachelor of Laws (LL.B.), Law, Summa Cum Laude
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Arts (B.A.), History
Dominique Villaume Dominique Villaume's Merrill Lynch Experience 2007 - April 2008
Job Service Professional IIL Managed Accounts, Trades and Service at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 2010 - Present
Capital Management Securities June 2008 - December 2009
Merrill Lynch 2007 - April 2008
RBC Dain Rauscher 2005 - 2007
Woodbury Financial Services 1999 - 2004
Skills
Series 7, Mutual Funds, Retirement, Securities, Trading, Portfolio Management, Fixed Annuities, Options, Estate Planning, Insurance, Retirement Planning, Branch Operation, Investment Advisory, FINRA, Finance, Asset Allocation, Wealth Management, Series 63, Financial Advisory, Equities, Investments
Education
University of Minnesota-Twin Cities 1992 — 1996
BS, Genetics and Cell Biology
Ameriprise Financial March 2010 - Present
Capital Management Securities June 2008 - December 2009
Merrill Lynch 2007 - April 2008
RBC Dain Rauscher 2005 - 2007
Woodbury Financial Services 1999 - 2004
Skills
Series 7, Mutual Funds, Retirement, Securities, Trading, Portfolio Management, Fixed Annuities, Options, Estate Planning, Insurance, Retirement Planning, Branch Operation, Investment Advisory, FINRA, Finance, Asset Allocation, Wealth Management, Series 63, Financial Advisory, Equities, Investments
Education
University of Minnesota-Twin Cities 1992 — 1996
BS, Genetics and Cell Biology
Timothy Strehlow's Merrill Lynch Experience January 2006 - August 2006
Job Senior Financial Analyst, Polaris Industries Inc
Industry Accounting
Experience
Polaris Industries January 2015 - Present
MN start-up CFOs September 2013 - Present
Polaris Industries January 2014 - December 2014
Polaris Industries, Inc. November 2011 - December 2013
KPMG September 2008 - November 2011
Wilderness Inquiry January 2008 - June 2008
KPMG June 2007 - August 2007
Merrill Lynch January 2006 - August 2006
Aflac May 2005 - August 2006
Skills
Accounting, Financial Reporting, Analysis, Management, Microsoft Excel, GAAP, Leadership, Strategic Financial..., Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Private Equity, Investments, Small Business..., Start-up Consulting, Start-up Finance and..., Accounting for Small..., International Business
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Accounting, GPA 3.80
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Entrepreneurial Management, GPA 3.80
University of Minnesota - Carlson School of Management 2004 — 2008
Minor, Finance, GPA 3.80
Polaris Industries January 2015 - Present
MN start-up CFOs September 2013 - Present
Polaris Industries January 2014 - December 2014
Polaris Industries, Inc. November 2011 - December 2013
KPMG September 2008 - November 2011
Wilderness Inquiry January 2008 - June 2008
KPMG June 2007 - August 2007
Merrill Lynch January 2006 - August 2006
Aflac May 2005 - August 2006
Skills
Accounting, Financial Reporting, Analysis, Management, Microsoft Excel, GAAP, Leadership, Strategic Financial..., Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Private Equity, Investments, Small Business..., Start-up Consulting, Start-up Finance and..., Accounting for Small..., International Business
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Accounting, GPA 3.80
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Entrepreneurial Management, GPA 3.80
University of Minnesota - Carlson School of Management 2004 — 2008
Minor, Finance, GPA 3.80
Karly Zimmerman Karly Zimmerman's Merrill Lynch Experience April 2010 - June 2011
Job Investment Advisor at Marks Group Wealth Management
Industry Investment Management
Experience
Marks Group Wealth Management January 2012 - Present
University of Minnesota August 2009 - December 2011
Merrill Lynch April 2010 - June 2011
Skills
Investments, Series 7, Series 66, Mutual Funds, Investment Strategies, Uniform Combined State..., Marketing Strategy, Investment Advisory, Securities, Financial Advisory, Finance, Portfolio Management, Asset Allocation
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Science (BS), Economics & Managment
Marks Group Wealth Management January 2012 - Present
University of Minnesota August 2009 - December 2011
Merrill Lynch April 2010 - June 2011
Skills
Investments, Series 7, Series 66, Mutual Funds, Investment Strategies, Uniform Combined State..., Marketing Strategy, Investment Advisory, Securities, Financial Advisory, Finance, Portfolio Management, Asset Allocation
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Science (BS), Economics & Managment
Kristen Adamowski's Merrill Lynch Experience March 2012 - May 2014
Job Associate, Banking Advisory at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers July 2015 - Present
Centerbridge Partners July 2014 - July 2015
NSF International January 2014 - May 2014
Merrill Lynch March 2012 - May 2014
University of Michigan Dance Team June 2012 - April 2014
Centerbridge Partners May 2013 - August 2013
Skills
Data Analysis, Microsoft Excel, PowerPoint, Public Relations, Wealth Management Tools, Financial Modeling, Finance, Public Speaking, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Walled Lake Central High School 2006 — 2010
PricewaterhouseCoopers July 2015 - Present
Centerbridge Partners July 2014 - July 2015
NSF International January 2014 - May 2014
Merrill Lynch March 2012 - May 2014
University of Michigan Dance Team June 2012 - April 2014
Centerbridge Partners May 2013 - August 2013
Skills
Data Analysis, Microsoft Excel, PowerPoint, Public Relations, Wealth Management Tools, Financial Modeling, Finance, Public Speaking, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Walled Lake Central High School 2006 — 2010
Kenny Akin's Merrill Lynch Experience October 2005 - September 2008
Job President/ Chief Investment Officer at Goshen Wealth Management Group
Industry Financial Services
Experience
Metropolitan State University July 2015 - Present
University of Wisconsin-Stout October 2008 - Present
Goshen Wealth Management Group September 2008 - Present
Goshen Wealth Management Group 2008 - Present
Waddell & Reed September 2008 - January 2009
Merrill Lynch October 2005 - September 2008
Wellsfargo Bank September 2005 - November 2006
Skills
Financial Analysis, Asset Allocation, Strategic Planning, Financial Modeling, Risk Management, Investments, Business Analysis, Finance, Analysis, Corporate Finance, Asset Management, Marketing Strategy, Strategic Financial..., Portfolio Management, Management, Strategy, Insurance, Wealth Management, Investment Strategies, Business Strategy
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance and Marketing
Metropolitan State University July 2015 - Present
University of Wisconsin-Stout October 2008 - Present
Goshen Wealth Management Group September 2008 - Present
Goshen Wealth Management Group 2008 - Present
Waddell & Reed September 2008 - January 2009
Merrill Lynch October 2005 - September 2008
Wellsfargo Bank September 2005 - November 2006
Skills
Financial Analysis, Asset Allocation, Strategic Planning, Financial Modeling, Risk Management, Investments, Business Analysis, Finance, Analysis, Corporate Finance, Asset Management, Marketing Strategy, Strategic Financial..., Portfolio Management, Management, Strategy, Insurance, Wealth Management, Investment Strategies, Business Strategy
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance and Marketing
Kyle Dudzinski's Merrill Lynch Experience May 2013 - August 2013
Job Master of Management Candidate, Stephen M. Ross School of Business
Industry Higher Education
Experience
PNC June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2016
Master’s Degree
University of Virginia 2011 — 2015
Bachelor of Science (BS)
PNC June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2016
Master’s Degree
University of Virginia 2011 — 2015
Bachelor of Science (BS)
Harrison Ammon Harrison Ammon's Merrill Lynch Experience June 2012 - August 2012
Job Summer Analyst at Property Markets Group
Industry Real Estate
Experience
Property Markets Group May 2015 - Present
Ironwood Capital Management May 2014 - August 2014
Jackson National Life May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Access, Microsoft Word, Financial Accounting, Financial Reporting, Customer Service, Data Analysis, Public Speaking, Research, Analysis, Teamwork, Social Media, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Strategy
Holt High School 2008 — 2012
GPA: 4.00/4.00
Property Markets Group May 2015 - Present
Ironwood Capital Management May 2014 - August 2014
Jackson National Life May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Access, Microsoft Word, Financial Accounting, Financial Reporting, Customer Service, Data Analysis, Public Speaking, Research, Analysis, Teamwork, Social Media, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Strategy
Holt High School 2008 — 2012
GPA: 4.00/4.00
Chadi Majed Chadi Majed's Merrill Lynch Experience February 2008 - February 2009
Job J.P. Morgan Chase Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
Merrill Edge September 2010 - February 2013
Morgan Stanley February 2009 - September 2010
Merrill Lynch February 2008 - February 2009
Education
University of Michigan-Dearborn 2003 — 2004
BBA, Finance
Saint Vincent
J.P. Morgan February 2013 - Present
Merrill Edge September 2010 - February 2013
Morgan Stanley February 2009 - September 2010
Merrill Lynch February 2008 - February 2009
Education
University of Michigan-Dearborn 2003 — 2004
BBA, Finance
Saint Vincent
Andrew Buccanero Andrew Buccanero's Merrill Lynch Experience September 2015 - Present
Job Student Equity Analyst Consumer Discretionary, Bulldog Fund, LLC.
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
UMD Center for Economic Development June 2015 - August 2015
Bloomberg LP November 2014 - May 2015
Thomson Reuters October 2014 - December 2014
University of Minnesota Duluth April 2014 - November 2014
Skills
Microsoft Excel, Finance, Communication, Networking, Microsoft Office, Microsoft Word, Business Strategy, Statistics, Economics, Economic Development, Regression Analysis, Investments, Economic Research, Project Management, Natural Resources, Business Analysis, Financial Analysis, Data Analysis, Writing, PowerPoint, Teamwork, Leadership, Time Management, Public Speaking
Education
University of Minnesota-Duluth 2013 — 2016
Bachelor of Business Administration (BBA), Financial Markets - Finance, Junior
University of Minnesota-Duluth 2013 — 2016
Bachelor of Business Administration (BBA), Economics, Junior
University of Minnesota-Twin Cities 2012 — 2013
General Studies
Merrill Lynch September 2015 - Present
UMD Center for Economic Development June 2015 - August 2015
Bloomberg LP November 2014 - May 2015
Thomson Reuters October 2014 - December 2014
University of Minnesota Duluth April 2014 - November 2014
Skills
Microsoft Excel, Finance, Communication, Networking, Microsoft Office, Microsoft Word, Business Strategy, Statistics, Economics, Economic Development, Regression Analysis, Investments, Economic Research, Project Management, Natural Resources, Business Analysis, Financial Analysis, Data Analysis, Writing, PowerPoint, Teamwork, Leadership, Time Management, Public Speaking
Education
University of Minnesota-Duluth 2013 — 2016
Bachelor of Business Administration (BBA), Financial Markets - Finance, Junior
University of Minnesota-Duluth 2013 — 2016
Bachelor of Business Administration (BBA), Economics, Junior
University of Minnesota-Twin Cities 2012 — 2013
General Studies
Andrew Liebaert Andrew Liebaert's Merrill Lynch Experience February 2008 - September 2010
Job Core Adviser at Tuttle Wealth Management
Industry Financial Services
Experience
Tuttle Wealth Management October 2010 - Present
Merrill Lynch February 2008 - September 2010
Merrill Lynch January 2007 - February 2008
Skills
Portfolio Management, Strategic Financial..., Investment Advisory, Asset Allocation, Retirement, Alternative Investments, Series 7, Asset Management, Financial Services, Mutual Funds, Finance, 401k, Financial Advisory, Estate Planning, Investments, Retirement Planning, Wealth Management
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance, Accounting
Tuttle Wealth Management October 2010 - Present
Merrill Lynch February 2008 - September 2010
Merrill Lynch January 2007 - February 2008
Skills
Portfolio Management, Strategic Financial..., Investment Advisory, Asset Allocation, Retirement, Alternative Investments, Series 7, Asset Management, Financial Services, Mutual Funds, Finance, 401k, Financial Advisory, Estate Planning, Investments, Retirement Planning, Wealth Management
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance, Accounting
Teresa Tabel Teresa Tabel's Merrill Lynch Experience 1992 - 2002
Job Wealth Strategist at Union Bank
Industry Financial Services
Experience
Union Bank April 2008 - Present
LaSalle Bank 2003 - 2007
Merrill Lynch 1992 - 2002
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Wealth, Investments, Wealth Management..., Asset Allocation, Certified Financial..., Private Banking, Asset Management, Investment Management, Retirement Planning, Series 7, Mutual Funds, Retirement, Fixed Annuities, Financial Planners, Small Business, Finance, Financial Planning, High Net Worth..., Investment Advisory
Education
University of Michigan-Dearborn 1990 — 1993
Bachelor of Arts, Economics
Union Bank April 2008 - Present
LaSalle Bank 2003 - 2007
Merrill Lynch 1992 - 2002
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Wealth, Investments, Wealth Management..., Asset Allocation, Certified Financial..., Private Banking, Asset Management, Investment Management, Retirement Planning, Series 7, Mutual Funds, Retirement, Fixed Annuities, Financial Planners, Small Business, Finance, Financial Planning, High Net Worth..., Investment Advisory
Education
University of Michigan-Dearborn 1990 — 1993
Bachelor of Arts, Economics
Orest Ryvak Orest Ryvak's Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company March 2015 - Present
Bank of America June 2014 - August 2014
Dragon Capital July 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Raiffeisen Bank Aval June 2011 - August 2011
Raiffeisen Bank Aval June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance/Accounting, Junior
Brown Gibbons Lang & Company March 2015 - Present
Bank of America June 2014 - August 2014
Dragon Capital July 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Raiffeisen Bank Aval June 2011 - August 2011
Raiffeisen Bank Aval June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance/Accounting, Junior
Megan Lui Megan Lui's Merrill Lynch Experience June 2015 - August 2015
Job Research Assistant
Industry
Experience
University of Michigan Medical Center September 2014 - Present
Merrill Lynch June 2015 - August 2015
UL May 2014 - August 2014
Skills
Microsoft Excel, Proofreading, Photoshop, Research, Lab Work, Social Media
Education
University of Michigan College of Literature, Science, and the Arts 2013 — 2017
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology
The Bay School of San Francisco 2009 — 2013
High School, General Studies
University of Michigan Medical Center September 2014 - Present
Merrill Lynch June 2015 - August 2015
UL May 2014 - August 2014
Skills
Microsoft Excel, Proofreading, Photoshop, Research, Lab Work, Social Media
Education
University of Michigan College of Literature, Science, and the Arts 2013 — 2017
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology
The Bay School of San Francisco 2009 — 2013
High School, General Studies
Brandon Rosenblum Brandon Rosenblum's Merrill Lynch Experience May 2012 - August 2012
Job Business Analytics & Strategy Consultant at IBM
Industry Management Consulting
Experience
IBM August 2015 - Present
Infosys June 2014 - August 2014
ARCADIS May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Management Consulting, Microsoft Word, PowerPoint, Consulting, Data Analysis, Project Management, Strategy, Leadership, Teamwork, Customer Service, Financial Analysis, Social Networking, Microsoft Excel, Microsoft Office, Research, Public Speaking
Education
University of Michigan College of Engineering 2011 — 2015
Bachelor of Science (BS), Industrial and Operations Engineering
Byram Hills High School 2007 — 2011
IBM August 2015 - Present
Infosys June 2014 - August 2014
ARCADIS May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Management Consulting, Microsoft Word, PowerPoint, Consulting, Data Analysis, Project Management, Strategy, Leadership, Teamwork, Customer Service, Financial Analysis, Social Networking, Microsoft Excel, Microsoft Office, Research, Public Speaking
Education
University of Michigan College of Engineering 2011 — 2015
Bachelor of Science (BS), Industrial and Operations Engineering
Byram Hills High School 2007 — 2011
Nicholas Bonn, CFP® Nicholas Bonn, CFP®'s Merrill Lynch Experience February 2003 - March 2010
Job Certified Financial Planner™ at
Industry Financial Services
Experience
Center Street Wealth Strategies an independent firm March 2010 - Present
Raymond James Financial Services, Inc. March 2010 - Present
Merrill Lynch February 2003 - March 2010
Skills
Financial Planning, Financial Advisory, Investments, Finance, Investment Advisory, Retirement, Portfolio Management, Estate Planning, Securities, Asset Management
Education
University of Michigan-Dearborn 1997 — 2001
BBA, Finance & Economics
Center Street Wealth Strategies an independent firm March 2010 - Present
Raymond James Financial Services, Inc. March 2010 - Present
Merrill Lynch February 2003 - March 2010
Skills
Financial Planning, Financial Advisory, Investments, Finance, Investment Advisory, Retirement, Portfolio Management, Estate Planning, Securities, Asset Management
Education
University of Michigan-Dearborn 1997 — 2001
BBA, Finance & Economics
Larry Diamond's Merrill Lynch Experience May 1985 - September 1990
Job EVP, Corporate Development at PointRight Inc.
Industry Hospital & Health Care
Experience
PointRight Inc. November 2014 - Present
Insignia Health January 2013 - Present
Sansio January 2000 - May 2014
LifeView & American TeleCare September 2008 - September 2012
American Telecare Inc. May 2004 - September 2008
Alere, Inc. May 2003 - May 2004
Ubiquio Corporation 2000 - 2003
UnitedHealth Group 1992 - 2000
Merrill Lynch May 1985 - September 1990
Skills
Business Development, Strategy, Healthcare, Leadership, Strategic Planning, New Business Development, Product Development, SaaS, Account Management, Team Building, Managed Care, Entrepreneurship, Management, Healthcare Industry, Medicaid, Medicare, Market Development, Sales, Strategic Partnerships, Marketing, Mobile Devices, P&L Management, Cross-functional Team..., Product Launch, Contract Negotiation, Start-ups, Product Management, Executive Management, Building results..., Marketing Strategy, Home Care, Medical Devices, Process Improvement, Competitive Analysis, Healthcare Information..., Software as a Service..., Health Insurance, Pharmaceutical Industry
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
University of Richmond
Bachelor of Science (B.S.)
PointRight Inc. November 2014 - Present
Insignia Health January 2013 - Present
Sansio January 2000 - May 2014
LifeView & American TeleCare September 2008 - September 2012
American Telecare Inc. May 2004 - September 2008
Alere, Inc. May 2003 - May 2004
Ubiquio Corporation 2000 - 2003
UnitedHealth Group 1992 - 2000
Merrill Lynch May 1985 - September 1990
Skills
Business Development, Strategy, Healthcare, Leadership, Strategic Planning, New Business Development, Product Development, SaaS, Account Management, Team Building, Managed Care, Entrepreneurship, Management, Healthcare Industry, Medicaid, Medicare, Market Development, Sales, Strategic Partnerships, Marketing, Mobile Devices, P&L Management, Cross-functional Team..., Product Launch, Contract Negotiation, Start-ups, Product Management, Executive Management, Building results..., Marketing Strategy, Home Care, Medical Devices, Process Improvement, Competitive Analysis, Healthcare Information..., Software as a Service..., Health Insurance, Pharmaceutical Industry
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA)
University of Richmond
Bachelor of Science (B.S.)
Andy Tighe Andy Tighe's Merrill Lynch Experience May 2007 - October 2007
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2010 - Present
Principal Financial Group March 2008 - November 2010
University of Minnesota Cystic Fibrosis Research Center April 2008 - May 2009
Merrill Lynch May 2007 - October 2007
Skills
Life Insurance, Income Protection, Financial Needs Analysis, Wealth Accumulation, Asset Allocation, Tax-Deferred Savings, 401 (k), 403 (b), SEP &..., Executive Benefits..., Deferred Compensation..., Pension Plans, Business Continuation..., College Funding...
Education
University of Minnesota-Twin Cities 2004 — 2009
Economics
Principal Financial Group November 2010 - Present
Principal Financial Group March 2008 - November 2010
University of Minnesota Cystic Fibrosis Research Center April 2008 - May 2009
Merrill Lynch May 2007 - October 2007
Skills
Life Insurance, Income Protection, Financial Needs Analysis, Wealth Accumulation, Asset Allocation, Tax-Deferred Savings, 401 (k), 403 (b), SEP &..., Executive Benefits..., Deferred Compensation..., Pension Plans, Business Continuation..., College Funding...
Education
University of Minnesota-Twin Cities 2004 — 2009
Economics
David Oman David Oman's Merrill Lynch Experience June 2009 - August 2009
Job Investment Professional at Castlelake
Industry Investment Management
Experience
Castlelake May 2013 - Present
Lazard Middle Market July 2011 - May 2013
Lazard Middle Market June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Washington University in St. Louis 2007 — 2011
BSBA, Finance, French, International Business and Accounting
University of Minnesota-Twin Cities 2005 — 2007
French
Castlelake May 2013 - Present
Lazard Middle Market July 2011 - May 2013
Lazard Middle Market June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Washington University in St. Louis 2007 — 2011
BSBA, Finance, French, International Business and Accounting
University of Minnesota-Twin Cities 2005 — 2007
French
Kirsten Kruse's Merrill Lynch Experience October 2011 - January 2012
Job Media, Activation and Strategy Analyst at General Mills
Industry Food Production
Experience
General Mills June 2014 - Present
General Mills May 2013 - May 2014
Thomson Reuters Westlaw June 2012 - August 2012
Merrill Lynch October 2011 - January 2012
Sapphire Consulting June 2010 - December 2011
Sit Investment Associates March 2011 - October 2011
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science In Business, Finance, Economics
General Mills June 2014 - Present
General Mills May 2013 - May 2014
Thomson Reuters Westlaw June 2012 - August 2012
Merrill Lynch October 2011 - January 2012
Sapphire Consulting June 2010 - December 2011
Sit Investment Associates March 2011 - October 2011
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science In Business, Finance, Economics
Daniel Fort Daniel Fort's Merrill Lynch Experience November 2006 - May 2007
Job Associate at Imperial Capital Asset Management, LLC
Industry Accounting
Experience
Imperial Capital Asset Management, LLC February 2014 - Present
Imperial Capital July 2011 - February 2014
Deloitte & Touche September 2009 - July 2011
Marquette Capital Partners May 2008 - September 2009
Carlson Funds Enterprise May 2008 - May 2009
Merrill Lynch November 2006 - May 2007
Skills
Financial Analysis, Accounting, CPA, Financial Modeling, Finance, Financial Accounting, Valuation, Internal Audit, IFRS, Big 4
Education
University of Minnesota - Carlson School of Management 2005 — 2009
FHS
Imperial Capital Asset Management, LLC February 2014 - Present
Imperial Capital July 2011 - February 2014
Deloitte & Touche September 2009 - July 2011
Marquette Capital Partners May 2008 - September 2009
Carlson Funds Enterprise May 2008 - May 2009
Merrill Lynch November 2006 - May 2007
Skills
Financial Analysis, Accounting, CPA, Financial Modeling, Finance, Financial Accounting, Valuation, Internal Audit, IFRS, Big 4
Education
University of Minnesota - Carlson School of Management 2005 — 2009
FHS
Lyndsey Peterson's Merrill Lynch Experience June 2010 - August 2010
Job B.B.A. Organization Management at University of Minnesota
Industry Higher Education
Experience
Alliance for a Healthier Minnesota, a division of Mason Public Affairs 2011 - 2012
University of Minnesota January 2008 - May 2011
Merrill Lynch June 2010 - August 2010
North Oaks May 2000 - August 2010
Skills
Public Speaking
Education
University of Minnesota-Duluth 2008 — 2011
Bachelor of Business Administration, Organizational Management
Mounds View High School 2003 — 2007
Alliance for a Healthier Minnesota, a division of Mason Public Affairs 2011 - 2012
University of Minnesota January 2008 - May 2011
Merrill Lynch June 2010 - August 2010
North Oaks May 2000 - August 2010
Skills
Public Speaking
Education
University of Minnesota-Duluth 2008 — 2011
Bachelor of Business Administration, Organizational Management
Mounds View High School 2003 — 2007
Paul Hollowaty Paul Hollowaty's Merrill Lynch Experience August 1990 - October 1994
Job Stratasys Rapid Technology Senior Team Leader
Industry Plastics
Experience
Fisher Unitech January 2015 - Present
Hollowaty Integrated Solutions, LLC July 2012 - Present
Thogus February 2010 - June 2012
Fisher Unitech January 2005 - February 2010
Holloway Equipment Company, Inc. May 1995 - December 2004
Merrill Lynch August 1990 - October 1994
Skills
Stratasys uPrint & Mojo..., FDM Prototype Services, SLA Prototype Services, SLS Prototype Services, Objet Prototype Services, Cast Urethane Prototype..., DMLS Prototype Services, Production Injection..., Prototype Injection..., ZCorp Prototype Services, Sales, 3D Printing, Rapid Prototyping, Cast, Management
Education
University of Michigan-Dearborn 1987 — 1990
BA, Psychology
Fraser High School 1980 — 1984
Fisher Unitech January 2015 - Present
Hollowaty Integrated Solutions, LLC July 2012 - Present
Thogus February 2010 - June 2012
Fisher Unitech January 2005 - February 2010
Holloway Equipment Company, Inc. May 1995 - December 2004
Merrill Lynch August 1990 - October 1994
Skills
Stratasys uPrint & Mojo..., FDM Prototype Services, SLA Prototype Services, SLS Prototype Services, Objet Prototype Services, Cast Urethane Prototype..., DMLS Prototype Services, Production Injection..., Prototype Injection..., ZCorp Prototype Services, Sales, 3D Printing, Rapid Prototyping, Cast, Management
Education
University of Michigan-Dearborn 1987 — 1990
BA, Psychology
Fraser High School 1980 — 1984
Kristina Kenan Kristina Kenan's Merrill Lynch Experience September 2006 - December 2006
Job Pricing Analyst at USP Structural Connectors
Industry Financial Services
Experience
USP Structural Connectors May 2012 - Present
The Mergis Group October 2011 - May 2012
TCF Bank August 2007 - October 2011
Nine West Group November 2005 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Access, Banking, Branch Management, BSA, Compliance, Credit Analysis, Customer Service, Excel, Fraud, Internet, Inventory Management, Loss Prevention, Outlook, Retail, Retail Banking, Security Audits, Training, Word, Auditing, Time Management, Credit, Microsoft Excel, Microsoft Word
Education
University of Minnesota-Twin Cities 2004 — 2008
Bachelor's, Finance, Economics, Global Studies
USP Structural Connectors May 2012 - Present
The Mergis Group October 2011 - May 2012
TCF Bank August 2007 - October 2011
Nine West Group November 2005 - August 2007
Merrill Lynch September 2006 - December 2006
Skills
Access, Banking, Branch Management, BSA, Compliance, Credit Analysis, Customer Service, Excel, Fraud, Internet, Inventory Management, Loss Prevention, Outlook, Retail, Retail Banking, Security Audits, Training, Word, Auditing, Time Management, Credit, Microsoft Excel, Microsoft Word
Education
University of Minnesota-Twin Cities 2004 — 2008
Bachelor's, Finance, Economics, Global Studies
Brad Hammond Brad Hammond's Merrill Lynch Experience September 2006 - December 2006
Job Natural Gas Scheduler at Cargill
Industry Oil & Energy
Experience
Cargill June 2014 - Present
Cargill June 2013 - June 2014
Cargill April 2011 - May 2013
Accenture January 2007 - April 2011
Merrill Lynch September 2006 - December 2006
Skills
Finance, Trading, Commodity Markets, Commodity, Derivatives, Energy, Natural Gas Trading, Risk Management, Hedging, Financial Analysis, Commodity Risk...
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance, Marketing
Cargill June 2014 - Present
Cargill June 2013 - June 2014
Cargill April 2011 - May 2013
Accenture January 2007 - April 2011
Merrill Lynch September 2006 - December 2006
Skills
Finance, Trading, Commodity Markets, Commodity, Derivatives, Energy, Natural Gas Trading, Risk Management, Hedging, Financial Analysis, Commodity Risk...
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance, Marketing
Kathy Triyana Kathy Triyana's Merrill Lynch Experience June 2005 - August 2005
Job Sales Strategy Manager at Invesco
Industry Investment Management
Experience
Invesco 2010 - Present
Morgan Stanley (Van Kampen Investments) 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch June 2005 - August 2005
Skills
Mutual Funds, ETFs, Series 63, Series 7, Investments, Asset Allocation, Investment Strategies, Securities, Asset Managment, Investment Management, Equities, Financial Modeling, Series 6, Financial Analysis, Capital Markets, Financial Markets, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Invesco 2010 - Present
Morgan Stanley (Van Kampen Investments) 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch June 2005 - August 2005
Skills
Mutual Funds, ETFs, Series 63, Series 7, Investments, Asset Allocation, Investment Strategies, Securities, Asset Managment, Investment Management, Equities, Financial Modeling, Series 6, Financial Analysis, Capital Markets, Financial Markets, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Jim Metry Jim Metry's Merrill Lynch Experience 1991 - 1991
Job Enterprise Technology and Account Management at CenturyLink
Industry Information Technology and Services
Experience
CenturyLink January 2014 - September 2015
Enterprise Visions February 2010 - January 2014
Qwest Communications January 2005 - November 2009
AT&T 1998 - 2005
F.I. Salter Company 1995 - 1998
CONTINENTAL SKI SHOP 1991 - 1995
Merrill Lynch 1991 - 1991
PaineWebber 1989 - 1991
Skills
Sales, Marketing, Contract Negotiation, New Business Development, CRM, Management, Account Management, Solution Selling, Financial Analysis, Sales Presentations, Negotiation, Leadership, Co-location, Direct Sales, Advertising, Channel, Managed Services, MPLS, SIP Trunking, Hosting, Social Networking, Business Networking, Selling, Team Building, Sales Management, Networking, Sales Operations
Education
University of Minnesota-Duluth 1984 — 1989
BA, Communications/Journalism
ProSource
Realtor/Broker, Real Estate
Longman Financial Institute
Series 7 and Series 63 Financial Licensing, Financial Services/Insurance
CenturyLink January 2014 - September 2015
Enterprise Visions February 2010 - January 2014
Qwest Communications January 2005 - November 2009
AT&T 1998 - 2005
F.I. Salter Company 1995 - 1998
CONTINENTAL SKI SHOP 1991 - 1995
Merrill Lynch 1991 - 1991
PaineWebber 1989 - 1991
Skills
Sales, Marketing, Contract Negotiation, New Business Development, CRM, Management, Account Management, Solution Selling, Financial Analysis, Sales Presentations, Negotiation, Leadership, Co-location, Direct Sales, Advertising, Channel, Managed Services, MPLS, SIP Trunking, Hosting, Social Networking, Business Networking, Selling, Team Building, Sales Management, Networking, Sales Operations
Education
University of Minnesota-Duluth 1984 — 1989
BA, Communications/Journalism
ProSource
Realtor/Broker, Real Estate
Longman Financial Institute
Series 7 and Series 63 Financial Licensing, Financial Services/Insurance
Sherry Mattila's Merrill Lynch Experience August 2012 - Present
Job Finanical Advisor, The Mattila Group, Passionate about helping my clients move forward to live the life they imagined.
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Optimal Coaching and Consulting LLC September 2010 - June 2012
Insight Leadership Coaching Group January 2009 - December 2010
NatureWorks LLC April 2004 - October 2008
Dain Rauscher, Inc 1995 - 1999
Gage Marketing 1993 - 1994
Northwest Airlines 1985 - 1992
Honeywell 1984 - 1985
Skills
Leadership Development, Performance Management, Executive Coaching, Coaching, Talent Management, Human Resources, Change Management, Leadership, Strategy, Talent Acquisition, Training, MBTI, Organizational..., Personnel Management, Career Development, Strategic Planning, Team Building, Employee Engagement, Compensation, Emotional Intelligence, Financial Advisory
Education
University of Minnesota - Carlson School of Management 1983 — 1985
MAIR, Compensation, Development, Business
University of Wisconsin-Stout 1973 — 1977
BS, Counseling and Secondary Special Education, Magna Cum Laude
Merrill Lynch August 2012 - Present
Optimal Coaching and Consulting LLC September 2010 - June 2012
Insight Leadership Coaching Group January 2009 - December 2010
NatureWorks LLC April 2004 - October 2008
Dain Rauscher, Inc 1995 - 1999
Gage Marketing 1993 - 1994
Northwest Airlines 1985 - 1992
Honeywell 1984 - 1985
Skills
Leadership Development, Performance Management, Executive Coaching, Coaching, Talent Management, Human Resources, Change Management, Leadership, Strategy, Talent Acquisition, Training, MBTI, Organizational..., Personnel Management, Career Development, Strategic Planning, Team Building, Employee Engagement, Compensation, Emotional Intelligence, Financial Advisory
Education
University of Minnesota - Carlson School of Management 1983 — 1985
MAIR, Compensation, Development, Business
University of Wisconsin-Stout 1973 — 1977
BS, Counseling and Secondary Special Education, Magna Cum Laude
scott cabalka scott cabalka's Merrill Lynch Experience March 1980 - June 1993
Job Vice President, Institutional Portfolio Manager at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. June 1993 - Present
Merrill Lynch March 1980 - June 1993
Skills
Asset Allocation, Asset Management, Series 7, Bloomberg, Fixed Income, Portfolio Management, Performance Attribution, Asset Managment
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
RBC Global Asset Management (U.S.) Inc. June 1993 - Present
Merrill Lynch March 1980 - June 1993
Skills
Asset Allocation, Asset Management, Series 7, Bloomberg, Fixed Income, Portfolio Management, Performance Attribution, Asset Managment
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
Erin Books's Merrill Lynch Experience January 2000 - May 2000
Job Consultant at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners April 2014 - Present
Ascensus June 2003 - March 2014
Ascensus May 2001 - June 2003
Merrill Lynch January 2000 - May 2000
Skills
401k, ERISA, Retirement, Retirement Planning, Pensions, Defined Contribution, Defined Benefit, Mutual Funds
Education
University of Minnesota Duluth 1997 — 2001
Bachelor of Business Administration, Finance
Goldleaf Partners April 2014 - Present
Ascensus June 2003 - March 2014
Ascensus May 2001 - June 2003
Merrill Lynch January 2000 - May 2000
Skills
401k, ERISA, Retirement, Retirement Planning, Pensions, Defined Contribution, Defined Benefit, Mutual Funds
Education
University of Minnesota Duluth 1997 — 2001
Bachelor of Business Administration, Finance
Erik Peter, CFA Erik Peter, CFA's Merrill Lynch Experience March 1996 - September 2000
Job Executive Director at SMBC Nikko Securities Inc.
Industry Investment Banking
Experience
SMBC Nikko Securities Inc. August 2015 - Present
Mizuho Securities USA Inc. June 2013 - August 2015
UBS Investment Bank September 2000 - May 2013
Merrill Lynch March 1996 - September 2000
Bear Stearns November 1995 - February 1996
Nomura Securities April 1993 - November 1995
Discount Corporation of New York 1984 - 1993
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
SMBC Nikko Securities Inc. August 2015 - Present
Mizuho Securities USA Inc. June 2013 - August 2015
UBS Investment Bank September 2000 - May 2013
Merrill Lynch March 1996 - September 2000
Bear Stearns November 1995 - February 1996
Nomura Securities April 1993 - November 1995
Discount Corporation of New York 1984 - 1993
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
Tom Maple's Merrill Lynch Experience April 2000 - April 2002
Job
Industry Financial Services
Experience
U.S. Bank Corporate Trust Services December 2004 - Present
Skijammers Ski and Snowboard School 1980 - Present
The Bank of New York March 2003 - March 2004
US Bank April 2002 - March 2003
Merrill Lynch April 2000 - April 2002
Wells Fargo Bank Minnesota, N.A. September 1988 - March 2000
Education
University of Minnesota 1981 — 1985
Bachelor of Science
U.S. Bank Corporate Trust Services December 2004 - Present
Skijammers Ski and Snowboard School 1980 - Present
The Bank of New York March 2003 - March 2004
US Bank April 2002 - March 2003
Merrill Lynch April 2000 - April 2002
Wells Fargo Bank Minnesota, N.A. September 1988 - March 2000
Education
University of Minnesota 1981 — 1985
Bachelor of Science
Edward Wood's Merrill Lynch Experience February 2014 - Present
Job
Industry Capital Markets
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch February 2010 - January 2014
Banc of America Securities July 2005 - January 2010
Chicago Board of Trade July 2002 - July 2005
Enron December 1997 - August 2000
PAE Consulting Engineers July 1996 - December 1997
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance
Vanderbilt University 1992 — 1996
BE, Mechanical Engineering
Merrill Lynch February 2014 - Present
Merrill Lynch February 2010 - January 2014
Banc of America Securities July 2005 - January 2010
Chicago Board of Trade July 2002 - July 2005
Enron December 1997 - August 2000
PAE Consulting Engineers July 1996 - December 1997
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance
Vanderbilt University 1992 — 1996
BE, Mechanical Engineering
Leo Carpio's Merrill Lynch Experience June 1997 - November 1998
Job Senior Vice President Research at Cain Brothers
Industry Financial Services
Experience
Cain Brothers September 2014 - Present
HM Global LLC June 2013 - August 2014
Caris & Company August 2007 - December 2012
Prudential Equity Group, LLC August 2006 - June 2007
Prudential Equity Group August 2000 - August 2006
Metropolitan Life Insurance Company January 1999 - July 2000
Merrill Lynch June 1997 - November 1998
Financial Guaranty Insurance Company (FGIC) August 1991 - August 1995
Skills
Equity Research, Equities, Healthcare Information..., Valuation, Mergers, Investments, Financial Modeling, Portfolio Management, Investment Banking, Private Equity, Financial Analysis, Corporate Finance, Capital Markets, Mergers & Acquisitions, Due Diligence, Asset Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
Masters in Business Administration, May 1997, Concentrations: Corporate Strategy and Finance, Graduated with Distinction
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor of Science in Economics, May 1991, Concentration in Management
Cain Brothers September 2014 - Present
HM Global LLC June 2013 - August 2014
Caris & Company August 2007 - December 2012
Prudential Equity Group, LLC August 2006 - June 2007
Prudential Equity Group August 2000 - August 2006
Metropolitan Life Insurance Company January 1999 - July 2000
Merrill Lynch June 1997 - November 1998
Financial Guaranty Insurance Company (FGIC) August 1991 - August 1995
Skills
Equity Research, Equities, Healthcare Information..., Valuation, Mergers, Investments, Financial Modeling, Portfolio Management, Investment Banking, Private Equity, Financial Analysis, Corporate Finance, Capital Markets, Mergers & Acquisitions, Due Diligence, Asset Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
Masters in Business Administration, May 1997, Concentrations: Corporate Strategy and Finance, Graduated with Distinction
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor of Science in Economics, May 1991, Concentration in Management
Karl Kyriss, CFA's Merrill Lynch Experience 2005 - 2006
Job Equity Research Analyst at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management September 2014 - Present
GTP LLC (formerly Deutsche Asset Management) July 2008 - August 2014
Merrill Lynch 2005 - 2006
Morgan Stanley 1999 - 2005
Skills
Equity Research, Portfolio Management, Equity Valuation, Financial Analysis, Financial Modeling, Business Valuation, Credit Analysis, Fixed Income Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
University of Scranton
Bachelor of Science (BS)
GW&K Investment Management September 2014 - Present
GTP LLC (formerly Deutsche Asset Management) July 2008 - August 2014
Merrill Lynch 2005 - 2006
Morgan Stanley 1999 - 2005
Skills
Equity Research, Portfolio Management, Equity Valuation, Financial Analysis, Financial Modeling, Business Valuation, Credit Analysis, Fixed Income Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
University of Scranton
Bachelor of Science (BS)
Nick Price's Merrill Lynch Experience May 2002 - August 2002
Job Senior Finance Manager FP&A and DSD Operations at The Schwan Food Company
Industry Retail
Experience
The Schwan Food Company July 2015 - Present
The Schwan Food Company June 2014 - July 2015
Best Buy November 2011 - June 2014
Best Buy August 2010 - November 2011
Best Buy July 2008 - August 2010
Lowe's Companies, Inc June 2007 - August 2007
Reicon Capital September 2003 - September 2005
Merrill Lynch May 2002 - August 2002
Skills
Business Valuation, Financial Modeling, Corporate FP&A, Strategic Planning, Decision Support
Education
University of Minnesota - Carlson School of Management 2007 — 2008
MBA, Finance
Wake Forest University 1999 — 2003
BS, Analytical Finance
St johns prep
The Schwan Food Company July 2015 - Present
The Schwan Food Company June 2014 - July 2015
Best Buy November 2011 - June 2014
Best Buy August 2010 - November 2011
Best Buy July 2008 - August 2010
Lowe's Companies, Inc June 2007 - August 2007
Reicon Capital September 2003 - September 2005
Merrill Lynch May 2002 - August 2002
Skills
Business Valuation, Financial Modeling, Corporate FP&A, Strategic Planning, Decision Support
Education
University of Minnesota - Carlson School of Management 2007 — 2008
MBA, Finance
Wake Forest University 1999 — 2003
BS, Analytical Finance
St johns prep
Jeff Rini's Merrill Lynch Experience August 2004 - August 2005
Job AVP IS Finance at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2010 - Present
TPI February 2007 - April 2010
Raymond James July 2006 - February 2007
Merrill Lynch August 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Banking, Data Analysis, Strategic Financial..., Financial Forecasting, Account Reconciliation, Capital Budgeting, Project Finance, Budgets, Accruals, Financial Systems, Process Improvement, Business Analysis
Education
University of Michigan-Dearborn 2001 — 2006
Bachelor of Science (BS), Finance
Comerica Bank April 2010 - Present
TPI February 2007 - April 2010
Raymond James July 2006 - February 2007
Merrill Lynch August 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Banking, Data Analysis, Strategic Financial..., Financial Forecasting, Account Reconciliation, Capital Budgeting, Project Finance, Budgets, Accruals, Financial Systems, Process Improvement, Business Analysis
Education
University of Michigan-Dearborn 2001 — 2006
Bachelor of Science (BS), Finance
Agalya Jayachandiran's Merrill Lynch Experience May 2001 - August 2002
Job Senior Manager Funds Transfer Pricing at Discover
Industry Financial Services
Experience
Discover Financial Services June 2012 - Present
Discover Financial Services June 2011 - June 2012
Ally Financial Inc. September 2010 - June 2011
Ally Financial Inc. (formerly GMAC Financial Services) April 2007 - September 2010
GMAC ResCap May 2005 - April 2007
Travelers (formerly St. Paul Travelers) June 2004 - August 2004
USBank February 2003 - August 2003
Wells Fargo November 2002 - December 2002
Merrill Lynch May 2001 - August 2002
Skills
Forecasting, Finance, Variance Analysis, Financial Modeling, Analysis, Financial Analysis, Treasury, Essbase, Liquidity Risk, Cash Flow Forecasting, Funds Transfer Pricing, Financial Forecasting, Hyperion Enterprise, Interest Rate Risk...
Education
University of St. Thomas - Opus College of Business
MBA
University of Minnesota Duluth
BSc, BBA
Discover Financial Services June 2012 - Present
Discover Financial Services June 2011 - June 2012
Ally Financial Inc. September 2010 - June 2011
Ally Financial Inc. (formerly GMAC Financial Services) April 2007 - September 2010
GMAC ResCap May 2005 - April 2007
Travelers (formerly St. Paul Travelers) June 2004 - August 2004
USBank February 2003 - August 2003
Wells Fargo November 2002 - December 2002
Merrill Lynch May 2001 - August 2002
Skills
Forecasting, Finance, Variance Analysis, Financial Modeling, Analysis, Financial Analysis, Treasury, Essbase, Liquidity Risk, Cash Flow Forecasting, Funds Transfer Pricing, Financial Forecasting, Hyperion Enterprise, Interest Rate Risk...
Education
University of St. Thomas - Opus College of Business
MBA
University of Minnesota Duluth
BSc, BBA
Nathaniel Spencer's Merrill Lynch Experience July 2004 - December 2008
Job Chief Operating Officer Americas Cash Equities at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
Bank of America February 2013 - August 2015
Bank of America January 2009 - February 2013
Merrill Lynch July 2004 - December 2008
Skills
Fixed Income, Financial Modeling, Capital Markets, Equities, Financial Analysis, Derivatives, Investment Banking, Bloomberg, Hedge Funds, Valuation, Corporate Finance, Securities, Banking, Finance, Private Equity, Credit Analysis, Sarbanes-Oxley Act, Asset Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Quantitative Finance and Banking
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Credit Suisse September 2015 - Present
Bank of America February 2013 - August 2015
Bank of America January 2009 - February 2013
Merrill Lynch July 2004 - December 2008
Skills
Fixed Income, Financial Modeling, Capital Markets, Equities, Financial Analysis, Derivatives, Investment Banking, Bloomberg, Hedge Funds, Valuation, Corporate Finance, Securities, Banking, Finance, Private Equity, Credit Analysis, Sarbanes-Oxley Act, Asset Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Quantitative Finance and Banking
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Rick Harpster's Merrill Lynch Experience 2001 - 2004
Job Principal at Svoboda, Collins
Industry Investment Management
Experience
Svoboda Capital Partners January 2009 - Present
Svoboda Capital Partners March 2007 - December 2008
Svoboda Capital Partners August 2004 - February 2007
Merrill Lynch 2001 - 2004
DLJ 2000 - 2000
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2001
BBA & MAcc
Svoboda Capital Partners January 2009 - Present
Svoboda Capital Partners March 2007 - December 2008
Svoboda Capital Partners August 2004 - February 2007
Merrill Lynch 2001 - 2004
DLJ 2000 - 2000
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2001
BBA & MAcc
Thomas Chiu's Merrill Lynch Experience April 2006 - March 2009
Job
Industry Financial Services
Experience
Naturo-Medical Health Care January 2004 - Present
Merrill Lynch April 2006 - March 2009
Merrill Lynch 2005 - 2009
Accenture 2000 - 2004
Education
University of Michigan Medical School 1990 — 1994
M.D.
University of Pennsylvania 1986 — 1990
B.S.
Naturo-Medical Health Care January 2004 - Present
Merrill Lynch April 2006 - March 2009
Merrill Lynch 2005 - 2009
Accenture 2000 - 2004
Education
University of Michigan Medical School 1990 — 1994
M.D.
University of Pennsylvania 1986 — 1990
B.S.
Ingrid Darmono's Merrill Lynch Experience 2008 - 2008
Job Student at University of Michigan Stephen M. Ross School of Business
Industry Banking
Experience
Merrill Lynch 2008 - 2008
Merrill Lynch 2008 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Merrill Lynch 2008 - 2008
Merrill Lynch 2008 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bryan Hill, CPA (Inactive)'s Merrill Lynch Experience March 2003 - July 2009
Job VP, Counterparty Management at Two Harbors Investment Corp.
Industry Investment Banking
Experience
Two Harbors Investment Corp. January 2015 - Present
Two Harbors Investment Corp. December 2013 - December 2014
U.S. Bank April 2010 - December 2013
Merrill Lynch March 2003 - July 2009
PricewaterhouseCoopers LLP July 1997 - March 2003
Skills
Financial Modeling, Securitization, Capital Markets, Structured Finance, Due Diligence, Fixed Income, Risk Management, Portfolio Management, Financial Risk, Investment Banking
Education
University of Minnesota Duluth 1992 — 1997
Bachelors, Accounting, Finance
Two Harbors Investment Corp. January 2015 - Present
Two Harbors Investment Corp. December 2013 - December 2014
U.S. Bank April 2010 - December 2013
Merrill Lynch March 2003 - July 2009
PricewaterhouseCoopers LLP July 1997 - March 2003
Skills
Financial Modeling, Securitization, Capital Markets, Structured Finance, Due Diligence, Fixed Income, Risk Management, Portfolio Management, Financial Risk, Investment Banking
Education
University of Minnesota Duluth 1992 — 1997
Bachelors, Accounting, Finance
Kyle W. D. Nelson, MBA's Merrill Lynch Experience 2003 - 2005
Job CEO at Colorado Springs Orthopaedic Group
Industry Hospital & Health Care
Experience
Colorado Springs Orthopaedic Group April 2011 - Present
Kyle Nelson Healthcare Consulting August 2009 - Present
Dermatology Specialists 2006 - September 2009
Hammes Company 2005 - 2006
Merrill Lynch 2003 - 2005
Wells Fargo 1998 - 2003
Skills
Healthcare, Strategic Planning, Finance, Contract Negotiation, Marketing, Leadership, Strategy, Healthcare Consulting, Recruiting, Management, Process Improvement, Insurance, Team Building, Management Consulting, Business Development, Healthcare Management, Start-ups
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance and Marketing
University of Minnesota-Twin Cities 1993 — 1998
BS, Biology
White Bear Lake High School
Colorado Springs Orthopaedic Group April 2011 - Present
Kyle Nelson Healthcare Consulting August 2009 - Present
Dermatology Specialists 2006 - September 2009
Hammes Company 2005 - 2006
Merrill Lynch 2003 - 2005
Wells Fargo 1998 - 2003
Skills
Healthcare, Strategic Planning, Finance, Contract Negotiation, Marketing, Leadership, Strategy, Healthcare Consulting, Recruiting, Management, Process Improvement, Insurance, Team Building, Management Consulting, Business Development, Healthcare Management, Start-ups
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance and Marketing
University of Minnesota-Twin Cities 1993 — 1998
BS, Biology
White Bear Lake High School
Molly McHugh's Merrill Lynch Experience March 2005 - September 2009
Job Sr. Loan Officer at US Bank
Industry Financial Services
Experience
US Bank October 2010 - Present
Associated Bank January 2009 - October 2012
Merrill Lynch March 2005 - September 2009
GMAC ResCap 1998 - 2007
GMAC RESCAP (formerly GMAC-RFC) 1998 - March 2005
Burnet Home Loans January 1991 - November 1998
Skills
Mortgage Lending, Mortgage Banking, Banking, Financial Services, Finance, Real Estate, Financial Risk, Loan Origination, Loans, Credit Analysis
Education
University of Minnesota-Twin Cities 1976 — 1980
St Louis Park High School
US Bank October 2010 - Present
Associated Bank January 2009 - October 2012
Merrill Lynch March 2005 - September 2009
GMAC ResCap 1998 - 2007
GMAC RESCAP (formerly GMAC-RFC) 1998 - March 2005
Burnet Home Loans January 1991 - November 1998
Skills
Mortgage Lending, Mortgage Banking, Banking, Financial Services, Finance, Real Estate, Financial Risk, Loan Origination, Loans, Credit Analysis
Education
University of Minnesota-Twin Cities 1976 — 1980
St Louis Park High School
Boni Trush's Merrill Lynch Experience 1986 - 1989
Job Owner, Final Destinations
Industry Consumer Services
Experience
Final Destinations October 2000 - Present
Final Destinations LLC 2000 - Present
Host Marriott 1989 - 1997
Merrill Lynch 1986 - 1989
Skills
Strategic Leadership, Marketing Strategy, Operations Management, Customer Service, Problem Solving, Event Planning, Public Relations, Social Media, Recruiting, Marketing, Strategic Planning, Social Media Marketing, Management, Coaching, Advertising, Business Planning, Strategy, Entrepreneurship, Event Management, Leadership, Sales, Training, Public Speaking, Hospitality, Contract Negotiation, Small Business, Project Management, Project Planning, Business Strategy, Retail, Team Building, Time Management, Online Marketing, Human Resources, Team Leadership, Process Improvement, Customer Satisfaction, Leadership Development, Sales Management, Marketing Management, Social Networking, Negotiation, Account Management, Budgets, Fundraising, Marketing Communications, Purchasing, New Business Development, Nonprofits, Consulting
Education
Wayne State University 1994 — 1997
MBA, Entrepreneurial Management
University of Michigan-Dearborn 1981 — 1985
Bachelors, Marketing, Economics and Spanish
Final Destinations October 2000 - Present
Final Destinations LLC 2000 - Present
Host Marriott 1989 - 1997
Merrill Lynch 1986 - 1989
Skills
Strategic Leadership, Marketing Strategy, Operations Management, Customer Service, Problem Solving, Event Planning, Public Relations, Social Media, Recruiting, Marketing, Strategic Planning, Social Media Marketing, Management, Coaching, Advertising, Business Planning, Strategy, Entrepreneurship, Event Management, Leadership, Sales, Training, Public Speaking, Hospitality, Contract Negotiation, Small Business, Project Management, Project Planning, Business Strategy, Retail, Team Building, Time Management, Online Marketing, Human Resources, Team Leadership, Process Improvement, Customer Satisfaction, Leadership Development, Sales Management, Marketing Management, Social Networking, Negotiation, Account Management, Budgets, Fundraising, Marketing Communications, Purchasing, New Business Development, Nonprofits, Consulting
Education
Wayne State University 1994 — 1997
MBA, Entrepreneurial Management
University of Michigan-Dearborn 1981 — 1985
Bachelors, Marketing, Economics and Spanish
Kathleen Evers's Merrill Lynch Experience 2001 - 2003
Job Senior Municipal Credit Analyst
Industry Financial Services
Experience
BMO Capital Markets March 2011 - Present
Dexia Credit Local September 2008 - February 2011
Assured Guaranty 2003 - 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Financial Guaranty Insurance Company 1993 - 2000
Education
University of North Carolina at Chapel Hill 1981 — 1983
Master of Regional Planning, Transportation emphasis
University of Minnesota-Twin Cities
Bachelor of Science, Geography
BMO Capital Markets March 2011 - Present
Dexia Credit Local September 2008 - February 2011
Assured Guaranty 2003 - 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Financial Guaranty Insurance Company 1993 - 2000
Education
University of North Carolina at Chapel Hill 1981 — 1983
Master of Regional Planning, Transportation emphasis
University of Minnesota-Twin Cities
Bachelor of Science, Geography
Andrew Flis's Merrill Lynch Experience June 2006 - August 2006
Job Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
Neal Nelson's Merrill Lynch Experience Portfolio ManagerJ.P. Morgan1998 - 2002
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Portfolio ManagerJ.P. Morgan1998 - 2002
Norwest Bank, now Wells Fargo 1992 - 1997
Skills
Investments, Wealth Management, Chartered Financial..., Portfolio Management, Series 63, IRAs, Alternative Investments, Saving for Education, Retirement Planning, 401k Rollovers, Fixed Income Analysis, Retirement, Mutual Funds
Education
University of Minnesota - Carlson School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Strategic Management
University of Minnesota-Twin Cities
Bachelor's degree, Applied Economics
Merrill Lynch Portfolio ManagerJ.P. Morgan1998 - 2002
Norwest Bank, now Wells Fargo 1992 - 1997
Skills
Investments, Wealth Management, Chartered Financial..., Portfolio Management, Series 63, IRAs, Alternative Investments, Saving for Education, Retirement Planning, 401k Rollovers, Fixed Income Analysis, Retirement, Mutual Funds
Education
University of Minnesota - Carlson School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Strategic Management
University of Minnesota-Twin Cities
Bachelor's degree, Applied Economics
Amber Van Der Vorste's Merrill Lynch Experience 2003 - 2008
Job Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
Maverick's Wood Grill October 2007 - Present
Wells Fargo Home Mortgage August 2010 - August 2012
Merrill Lynch 2003 - 2008
GMAC-RFC 1998 - 2003
Skills
Portfolio Management, Mortgage Lending, Mortgage Banking, Loans, Banking, Credit, Credit Risk, Management, Vendor Management, Process Improvement, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities 1998 — 2003
B.A., Economics
Wells Fargo September 2012 - Present
Maverick's Wood Grill October 2007 - Present
Wells Fargo Home Mortgage August 2010 - August 2012
Merrill Lynch 2003 - 2008
GMAC-RFC 1998 - 2003
Skills
Portfolio Management, Mortgage Lending, Mortgage Banking, Loans, Banking, Credit, Credit Risk, Management, Vendor Management, Process Improvement, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities 1998 — 2003
B.A., Economics
Grant Hansen's Merrill Lynch Experience April 2010 - Present
Job Financial Advisor
Industry Investment Management
Experience
Merrill Lynch April 2010 - Present
Young and Associates April 2008 - May 2010
In Residential 2005 - December 2007
The Mac Observer 2004 - 2005
Century 21 SCVA 2000 - 2003
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies, Securities, Financial Analysis, Retirement, Options, Series 63, Alternative Investments
Education
University of Minnesota-Twin Cities 1998 — 1999
Finance & Economics
University of Wisconsin-Stevens Point 1997 — 1998
Business Administrration
Merrill Lynch April 2010 - Present
Young and Associates April 2008 - May 2010
In Residential 2005 - December 2007
The Mac Observer 2004 - 2005
Century 21 SCVA 2000 - 2003
Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies, Securities, Financial Analysis, Retirement, Options, Series 63, Alternative Investments
Education
University of Minnesota-Twin Cities 1998 — 1999
Finance & Economics
University of Wisconsin-Stevens Point 1997 — 1998
Business Administrration
Jim Oltman's Merrill Lynch Experience 1983 - 1987
Job Director of Strategic Accts at NACR
Industry Telecommunications
Experience
NACR November 1993 - November 2010
Merrill Lynch 1983 - 1987
Skills
Solution Selling, Direct Sales, Account Management, VoIP, Salesforce.com, Unified Communications
Education
University of Minnesota-Twin Cities 1974 — 1979
Bachelor of Science (BS), Business Administration and Management, General
NACR November 1993 - November 2010
Merrill Lynch 1983 - 1987
Skills
Solution Selling, Direct Sales, Account Management, VoIP, Salesforce.com, Unified Communications
Education
University of Minnesota-Twin Cities 1974 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Michelle Matthews's Merrill Lynch Experience May 2007 - August 2007
Job J.D. Candidate, 2013 at the University of Virginia School of Law
Industry Law Practice
Experience
University of Virginia School of Law August 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Bank of America May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Education
University of Virginia School of Law 2010 — 2013
J.D.
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor's of Business Administration, Finance and Corporate Strategy
University of Virginia School of Law August 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Bank of America May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Education
University of Virginia School of Law 2010 — 2013
J.D.
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor's of Business Administration, Finance and Corporate Strategy
Jennifer Dallos's Merrill Lynch Experience 1995 - 1998
Job Senior Marketing Specialist II at SME
Industry Nonprofit Organization Management
Experience
SME 1999 - Present
R L Polk 1998 - 1999
Merrill Lynch 1995 - 1998
Skills
Direct Marketing, B2B Marketing, Event Marketing, Strategic Planning, Marketing Strategy, Public Relations, Social Media Marketing
Education
University of Michigan-Dearborn 2000 — 2003
M.B.A., Management and Marketing
University of Michigan-Dearborn 1994 — 1998
B.B.A., Marketing
SME 1999 - Present
R L Polk 1998 - 1999
Merrill Lynch 1995 - 1998
Skills
Direct Marketing, B2B Marketing, Event Marketing, Strategic Planning, Marketing Strategy, Public Relations, Social Media Marketing
Education
University of Michigan-Dearborn 2000 — 2003
M.B.A., Management and Marketing
University of Michigan-Dearborn 1994 — 1998
B.B.A., Marketing
Dawn Wilson Barnes's Merrill Lynch Experience June 1992 - August 1992
Job Investment Management and Securities Industry Professional
Industry Financial Services
Experience
Aurora Bay Capital May 2004 - Present
Goldman Sachs Investment Management 1998 - 2004
JP Morgan 1995 - 1998
U.S. Department of Labor/Clinton Administration June 1993 - September 1994
Merrill Lynch June 1992 - August 1992
Honeywell, Inc. 1988 - 1991
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
BBA
Aurora Bay Capital May 2004 - Present
Goldman Sachs Investment Management 1998 - 2004
JP Morgan 1995 - 1998
U.S. Department of Labor/Clinton Administration June 1993 - September 1994
Merrill Lynch June 1992 - August 1992
Honeywell, Inc. 1988 - 1991
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
BBA
Yaman Shukairy's Merrill Lynch Experience 2000 - 2001
Job Counsel at TPG Growth
Industry Legal Services
Experience
TPG Growth May 2014 - Present
Kirkland & Ellis LLP October 2012 - May 2014
Kirkland & Ellis LLP August 2010 - September 2012
Balyasny Asset Management February 2008 - August 2010
Merrill Lynch 2000 - 2001
Skills
Securities Regulation, Intellectual Property, Corporate Law, Licensing, Legal Research, Litigation
Education
University of Michigan Law School 2002 — 2005
Doctor of Law (JD)
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration (BBA)
TPG Growth May 2014 - Present
Kirkland & Ellis LLP October 2012 - May 2014
Kirkland & Ellis LLP August 2010 - September 2012
Balyasny Asset Management February 2008 - August 2010
Merrill Lynch 2000 - 2001
Skills
Securities Regulation, Intellectual Property, Corporate Law, Licensing, Legal Research, Litigation
Education
University of Michigan Law School 2002 — 2005
Doctor of Law (JD)
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration (BBA)
Robert Boeck's Merrill Lynch Experience June 1972 - June 1990
Job Senior Managing Director at Nicollet Investment Management
Industry Financial Services
Experience
Nicollet Investment Management Senior Managing DirectorNicollet Investment Management2004 - 2011
US Bancorp Investments Inc June 1994 - June 2004
Lehman Brothers June 1990 - June 1994
Merrill Lynch June 1972 - June 1990
Education
University of Minnesota-Twin Cities 1968 — 1972
BA, Business/Economics/Political Science
Nicollet Investment Management Senior Managing DirectorNicollet Investment Management2004 - 2011
US Bancorp Investments Inc June 1994 - June 2004
Lehman Brothers June 1990 - June 1994
Merrill Lynch June 1972 - June 1990
Education
University of Minnesota-Twin Cities 1968 — 1972
BA, Business/Economics/Political Science
Jenn Perayeff's Merrill Lynch Experience April 2005 - September 2005
Job Prime Manager at Mars Food
Industry Consumer Goods
Experience
Mars Food July 2010 - Present
Wm Wrigley Co. March 2009 - July 2010
Wm. Wrigley Jr. Company June 2006 - March 2009
Merrill Lynch April 2005 - September 2005
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Business, Finance and Accounting
Mars Food July 2010 - Present
Wm Wrigley Co. March 2009 - July 2010
Wm. Wrigley Jr. Company June 2006 - March 2009
Merrill Lynch April 2005 - September 2005
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Business, Finance and Accounting
Diane Vertin Ed.D.'s Merrill Lynch Experience April 2014 - October 2014
Job President at Lac Courte Oreilles Ojibwe Community College
Industry Education Management
Experience
Lac Courte Oreilles Ojibwe Community College February 2015 - Present
Merrill Lynch April 2014 - October 2014
Saint Paul College July 2013 - February 2014
WITC July 1998 - 2013
Skills
Program Management, Higher Education, Teaching, Leadership Development, E-Learning, Adult Education, Curriculum Development, Leadership, Instructional Design, Curriculum Design, Public Speaking, Staff Development, Student Affairs, Educational Technology, Distance Learning, Program Development
Education
University of Minnesota-Twin Cities 1992 — 2000
Ed.D, Education
University of Minnesota Duluth 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Marketng
University of Minnesota Duluth
Master of Education (M.Ed.)
Lac Courte Oreilles Ojibwe Community College February 2015 - Present
Merrill Lynch April 2014 - October 2014
Saint Paul College July 2013 - February 2014
WITC July 1998 - 2013
Skills
Program Management, Higher Education, Teaching, Leadership Development, E-Learning, Adult Education, Curriculum Development, Leadership, Instructional Design, Curriculum Design, Public Speaking, Staff Development, Student Affairs, Educational Technology, Distance Learning, Program Development
Education
University of Minnesota-Twin Cities 1992 — 2000
Ed.D, Education
University of Minnesota Duluth 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance and Marketng
University of Minnesota Duluth
Master of Education (M.Ed.)
Marty Schwartz's Merrill Lynch Experience February 2013 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Skills
Investments, Financial Modeling, Management, Valuation, Risk Management, Financial Analysis, Team Building, New Business Development, Investment Banking, Asset Management, Strategic Planning, Small Business, Mergers & Acquisitions, Joint Ventures, Securities, Portfolio Management, Public Speaking, Equities, Fundraising, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
Bachelor of Business Administration (BBA), Finance & Economics
Hewlett High School
Merrill Lynch February 2013 - Present
Skills
Investments, Financial Modeling, Management, Valuation, Risk Management, Financial Analysis, Team Building, New Business Development, Investment Banking, Asset Management, Strategic Planning, Small Business, Mergers & Acquisitions, Joint Ventures, Securities, Portfolio Management, Public Speaking, Equities, Fundraising, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1982
Bachelor of Business Administration (BBA), Finance & Economics
Hewlett High School
John Capuano, CFA, CPA, CFP's Merrill Lynch Experience 2007 - 2009
Job Senior Vice President & Portfolio Manager at U. S. Trust
Industry Investment Management
Experience
U. S. Trust/Bank of America Private Wealth Management February 2014 - Present
JP Morgan September 2010 - February 2014
Wilson, Kemp & Associates, Inc. 2009 - 2010
Merrill Lynch 2007 - 2009
Munder Capital Management 1993 - 2007
Plante & Moran, PLLC 1980 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1980
Bachelor of Business Administration with Distinction, Accounting
U. S. Trust/Bank of America Private Wealth Management February 2014 - Present
JP Morgan September 2010 - February 2014
Wilson, Kemp & Associates, Inc. 2009 - 2010
Merrill Lynch 2007 - 2009
Munder Capital Management 1993 - 2007
Plante & Moran, PLLC 1980 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1980
Bachelor of Business Administration with Distinction, Accounting
Rishi Anand's Merrill Lynch Experience January 2007 - January 2009
Job Equity Capital Markets
Industry Capital Markets
Experience
Citi July 2014 - Present
Wells Fargo July 2011 - September 2013
C.L. King & Associates May 2010 - August 2010
Merrill Lynch January 2007 - January 2009
Accenture October 2004 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Equities, Financial Analysis, Private Equity, Bloomberg, Fixed Income, Emerging Markets, Portfolio Management, Investments, Due Diligence, Derivatives, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
University of Michigan 1999 — 2004
Master and Bachelor of Engineering, July 2004 and May 2003, Industrial Engineering
North Allegheny 1995 — 1999
Citi July 2014 - Present
Wells Fargo July 2011 - September 2013
C.L. King & Associates May 2010 - August 2010
Merrill Lynch January 2007 - January 2009
Accenture October 2004 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Equities, Financial Analysis, Private Equity, Bloomberg, Fixed Income, Emerging Markets, Portfolio Management, Investments, Due Diligence, Derivatives, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
University of Michigan 1999 — 2004
Master and Bachelor of Engineering, July 2004 and May 2003, Industrial Engineering
North Allegheny 1995 — 1999
Bruce Wojack's Merrill Lynch Experience April 2007 - Present
Job Trust & Estate Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2007 - Present
JP Morgan October 2002 - April 2007
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Equities, FINRA, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Portfolio Management, Private Banking, Retirement Planning, Series 63, Series 7, Trust Services, Wealth Management, Wealth Management...
Education
University of Minnesota Law School 1982 — 1985
JD
St. Olaf College 1975 — 1979
BA
Merrill Lynch April 2007 - Present
JP Morgan October 2002 - April 2007
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Equities, FINRA, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Portfolio Management, Private Banking, Retirement Planning, Series 63, Series 7, Trust Services, Wealth Management, Wealth Management...
Education
University of Minnesota Law School 1982 — 1985
JD
St. Olaf College 1975 — 1979
BA
Amira Williams's Merrill Lynch Experience March 2008 - March 2009
Job Vice President of Investments & Fundraising at Peabody Chase Consulting, LLC
Industry Financial Services
Experience
Peabody Chase Consulting, LLC July 2012 - Present
AMS Mortgage Services September 2009 - September 2010
Merrill Lynch March 2008 - March 2009
Merrill Lynch July 2003 - March 2008
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance & Social Enterprise
Peabody Chase Consulting, LLC July 2012 - Present
AMS Mortgage Services September 2009 - September 2010
Merrill Lynch March 2008 - March 2009
Merrill Lynch July 2003 - March 2008
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance & Social Enterprise
Sandra S. (O'Hehir) Keir CFP(R), CRPC(R) CLTC's Merrill Lynch Experience June 2000 - January 2003
Job
Industry Investment Management
Experience
Suncoast Advisory Group July 2014 - March 2015
Kades-Margolis Corporation July 2010 - June 2014
Householder August 2009 - August 2010
Transamerica Capital Management, Inc. January 2008 - June 2009
Lincoln Financial Distributors April 2003 - January 2008
Merrill Lynch June 2000 - January 2003
National City Bank June 1997 - May 2000
Education
University of Minnesota-Twin Cities 1980 — 1982
Bachelor's degree, Political Science and Government
University of Minnesota-Duluth 1978 — 1980
Associate of Arts (AA), Business Administration and Management, General
Suncoast Advisory Group July 2014 - March 2015
Kades-Margolis Corporation July 2010 - June 2014
Householder August 2009 - August 2010
Transamerica Capital Management, Inc. January 2008 - June 2009
Lincoln Financial Distributors April 2003 - January 2008
Merrill Lynch June 2000 - January 2003
National City Bank June 1997 - May 2000
Education
University of Minnesota-Twin Cities 1980 — 1982
Bachelor's degree, Political Science and Government
University of Minnesota-Duluth 1978 — 1980
Associate of Arts (AA), Business Administration and Management, General
Ann Haberman's Merrill Lynch Experience June 2010 - August 2010
Job Associate at Offit Capital Advisors
Industry Financial Services
Experience
Offit Capital Advisors January 2015 - Present
Offit Capital Advisors August 2012 - December 2014
PrivCo November 2011 - May 2012
The Lodge at Robbinsdale September 2010 - August 2011
Merrill Lynch June 2010 - August 2010
University of Siena January 2010 - April 2010
AXA 2009 - 2009
Skills
Microsoft Excel, Social Media, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Marketing Communications, Customer Service, Microsoft Word, Economic Research, Bloomberg
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelors of Science, Finance
Offit Capital Advisors January 2015 - Present
Offit Capital Advisors August 2012 - December 2014
PrivCo November 2011 - May 2012
The Lodge at Robbinsdale September 2010 - August 2011
Merrill Lynch June 2010 - August 2010
University of Siena January 2010 - April 2010
AXA 2009 - 2009
Skills
Microsoft Excel, Social Media, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Marketing Communications, Customer Service, Microsoft Word, Economic Research, Bloomberg
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelors of Science, Finance
Suellen Hartigan's Merrill Lynch Experience August 1999 - Present
Job Municipal Bond Sales
Industry Financial Services
Experience
Merrill Lynch August 1999 - Present
Education
MKA
University of Michigan - Stephen M. Ross School of Business
Merrill Lynch August 1999 - Present
Education
MKA
University of Michigan - Stephen M. Ross School of Business
Ryan DePietro's Merrill Lynch Experience January 2003 - August 2005
Job
Industry Information Technology and Services
Experience
IBM June 2011 - June 2014
Duff & Phelps October 2007 - June 2009
Duff & Phelps January 2006 - October 2007
Merrill Lynch January 2003 - August 2005
Merrill Lynch July 2001 - January 2003
Skills
Competitive Analysis, Valuation, Business Strategy, Business Development, Financial Modeling, Financial Analysis, Cross-functional Team..., Solution Selling, Finance, Analytics, Management Consulting, Enterprise Software, Cloud Computing, Leadership, Program Management, Sales, Consulting, CRM, Project Management, Management
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA
IBM June 2011 - June 2014
Duff & Phelps October 2007 - June 2009
Duff & Phelps January 2006 - October 2007
Merrill Lynch January 2003 - August 2005
Merrill Lynch July 2001 - January 2003
Skills
Competitive Analysis, Valuation, Business Strategy, Business Development, Financial Modeling, Financial Analysis, Cross-functional Team..., Solution Selling, Finance, Analytics, Management Consulting, Enterprise Software, Cloud Computing, Leadership, Program Management, Sales, Consulting, CRM, Project Management, Management
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA
John Lasiuk's Merrill Lynch Experience March 2002 - April 2003
Job Founder and CEO at Quality B2B
Industry Consumer Goods
Experience
Quality B2B September 2014 - Present
Unisource Worldwide, Inc. November 2012 - July 2014
Diverse Maintenance Solutions Inc May 2003 - July 2012
Merrill Lynch March 2002 - April 2003
AmTote International May 1985 - January 2002
Skills
Sales Operations, CRM, Forecasting, Sales Management, Management, New Business Development, Sales, Leadership, Product Development, Negotiation, Market Analysis, Sales Presentations, Pricing, Cross-functional Team..., Business Development, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2009 — 2009
Business and Community Economic Development Program
University of Minnesota - Carlson School of Management 2007 — 2007
Entrepreneurial Excutive Education Program
Eau Claire WI
Engineering, Electronics
Regis High School
Quality B2B September 2014 - Present
Unisource Worldwide, Inc. November 2012 - July 2014
Diverse Maintenance Solutions Inc May 2003 - July 2012
Merrill Lynch March 2002 - April 2003
AmTote International May 1985 - January 2002
Skills
Sales Operations, CRM, Forecasting, Sales Management, Management, New Business Development, Sales, Leadership, Product Development, Negotiation, Market Analysis, Sales Presentations, Pricing, Cross-functional Team..., Business Development, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2009 — 2009
Business and Community Economic Development Program
University of Minnesota - Carlson School of Management 2007 — 2007
Entrepreneurial Excutive Education Program
Eau Claire WI
Engineering, Electronics
Regis High School
Tom Folino's Merrill Lynch Experience June 2005 - Present
Job Senior Financial Advisor CRPC at Merrill Lynch
Industry
Experience
Merrill Lynch June 2005 - Present
Skills
Retirement Planning, Portfolio Management, Series 7, Mutual Funds, Wealth Management, Uniform Combined State..., Alternative Investments, Asset Management, Equities, Financial Analysis, Fixed Income, Investments, Separately Managed..., Series 63, Strategic Financial...
Education
Zoe University 1997 — 1999
Master's degree, Theology/Theological Studies
University of Michigan Business School 1977 — 1980
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Merrill Lynch June 2005 - Present
Skills
Retirement Planning, Portfolio Management, Series 7, Mutual Funds, Wealth Management, Uniform Combined State..., Alternative Investments, Asset Management, Equities, Financial Analysis, Fixed Income, Investments, Separately Managed..., Series 63, Strategic Financial...
Education
Zoe University 1997 — 1999
Master's degree, Theology/Theological Studies
University of Michigan Business School 1977 — 1980
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Barbara Chelgren's Merrill Lynch Experience July 1998 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1998 - Present
Clover Super Foods June 1996 - July 1998
Paychex September 1994 - June 1996
Skills
Series 7, Series 66, Wealth Management, Marketing, Uniform Combined State..., Customer Service, Mutual Funds, Retirement Planning, Insurance, Management, Series 63, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Winona State University 1989 — 1991
Finance, General
Merrill Lynch July 1998 - Present
Clover Super Foods June 1996 - July 1998
Paychex September 1994 - June 1996
Skills
Series 7, Series 66, Wealth Management, Marketing, Uniform Combined State..., Customer Service, Mutual Funds, Retirement Planning, Insurance, Management, Series 63, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Winona State University 1989 — 1991
Finance, General
Derek Burgess's Merrill Lynch Experience June 1997 - August 1997
Job Strategy & Operations at Slalom Consulting
Industry Management Consulting
Experience
Slalom Consulting December 2013 - Present
Target February 2012 - December 2013
Target October 2009 - February 2012
Target January 2008 - October 2009
Accenture May 2005 - January 2008
Accenture April 2003 - May 2005
Accenture September 2000 - April 2003
Accenture June 1999 - August 1999
Merrill Lynch June 1997 - August 1997
Merrill Lynch June 1996 - August 1996
Skills
IT Strategy, Business Intelligence, Program Management, SDLC, Project Planning, Business Analysis, Business Value, CRM, Cross-functional Team..., Leadership, Management, Project Management, Business Process..., Information Technology, Requirements Analysis, Enterprise Software, Supply Chain, Consulting, Strategy, Team Leadership, Process Improvement, Team Building, Testing, Strategic Planning
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Entrepreneurship/Finance
University of Virginia
Bachelor of Science (BS), Systems Engineering
Slalom Consulting December 2013 - Present
Target February 2012 - December 2013
Target October 2009 - February 2012
Target January 2008 - October 2009
Accenture May 2005 - January 2008
Accenture April 2003 - May 2005
Accenture September 2000 - April 2003
Accenture June 1999 - August 1999
Merrill Lynch June 1997 - August 1997
Merrill Lynch June 1996 - August 1996
Skills
IT Strategy, Business Intelligence, Program Management, SDLC, Project Planning, Business Analysis, Business Value, CRM, Cross-functional Team..., Leadership, Management, Project Management, Business Process..., Information Technology, Requirements Analysis, Enterprise Software, Supply Chain, Consulting, Strategy, Team Leadership, Process Improvement, Team Building, Testing, Strategic Planning
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Entrepreneurship/Finance
University of Virginia
Bachelor of Science (BS), Systems Engineering
Andrew Cripps's Merrill Lynch Experience March 1999 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 1999 - Present
Paine Webber May 1997 - March 1999
Steep & Brew Coffee January 1994 - May 1997
Skills
Asset Allocation, Series 7, Series 63, Investment Strategies, Alternative Investments, Wealth Management, Equities, Mutual Funds, Fixed Income, Asset Managment, Investments, Portfolio Management, Bloomberg, Hedge Funds, Financial Analysis, Derivatives, Capital Markets, Finance, Management, Insurance, Strategic Planning, Financial Services, Retirement Planning
Education
University of Wisconsin-Madison - School of Business 1991 — 1993
M.B.A., Finance
University of Minnesota-Twin Cities 1984 — 1989
B.A., Mathematics
Epsom College 1979 — 1984
A Levels & O levels, Mathematics, Physics, Biology & Chemistry
Merrill Lynch March 1999 - Present
Paine Webber May 1997 - March 1999
Steep & Brew Coffee January 1994 - May 1997
Skills
Asset Allocation, Series 7, Series 63, Investment Strategies, Alternative Investments, Wealth Management, Equities, Mutual Funds, Fixed Income, Asset Managment, Investments, Portfolio Management, Bloomberg, Hedge Funds, Financial Analysis, Derivatives, Capital Markets, Finance, Management, Insurance, Strategic Planning, Financial Services, Retirement Planning
Education
University of Wisconsin-Madison - School of Business 1991 — 1993
M.B.A., Finance
University of Minnesota-Twin Cities 1984 — 1989
B.A., Mathematics
Epsom College 1979 — 1984
A Levels & O levels, Mathematics, Physics, Biology & Chemistry
Ramzi Abou-Chakra's Merrill Lynch Experience January 2013 - Present
Job Intern at Merrill Lynch Kulhavi Team
Industry Retail
Experience
Merrill Lynch January 2013 - Present
Best Buy June 2006 - June 2011
Skills
Customer Service, Computer Repair, Microsoft Office, Sales
Education
University of Michigan-Dearborn
Bachelor's Degree, Economics
Merrill Lynch January 2013 - Present
Best Buy June 2006 - June 2011
Skills
Customer Service, Computer Repair, Microsoft Office, Sales
Education
University of Michigan-Dearborn
Bachelor's Degree, Economics
Tyler Lant's Merrill Lynch Experience December 2006 - May 2007
Job Sr. Financial Consultant at UnitedHealthcare
Industry Retail
Experience
UnitedHealth Group November 2013 - Present
UnitedHealthcare July 2012 - November 2013
Best Buy July 2009 - July 2012
Best Buy July 2008 - July 2009
Wells Fargo Investments May 2007 - July 2008
Merrill Lynch December 2006 - May 2007
Skills
Cross-functional Team..., Budgets, Project Planning, Marketing
Education
University of Minnesota Duluth 2005 — 2007
BBA, Finance
UnitedHealth Group November 2013 - Present
UnitedHealthcare July 2012 - November 2013
Best Buy July 2009 - July 2012
Best Buy July 2008 - July 2009
Wells Fargo Investments May 2007 - July 2008
Merrill Lynch December 2006 - May 2007
Skills
Cross-functional Team..., Budgets, Project Planning, Marketing
Education
University of Minnesota Duluth 2005 — 2007
BBA, Finance
Tiffany Oricchio's Merrill Lynch Experience May 2012 - August 2012
Job Analyst at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
University of Michigan September 2010 - April 2011
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor's Degree, with High Distinction, Minor in Applied Statistics
Haslett High School
J.P. Morgan May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
University of Michigan September 2010 - April 2011
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor's Degree, with High Distinction, Minor in Applied Statistics
Haslett High School
Evan Gerard's Merrill Lynch Experience 1997 - 2008
Job Fixed Income Securities Trader
Industry Financial Services
Experience
MF Global 2008 - November 2011
Merrill Lynch 1997 - 2008
Education
University of Michigan Business School
BA, Business Administration
MF Global 2008 - November 2011
Merrill Lynch 1997 - 2008
Education
University of Michigan Business School
BA, Business Administration
Kevin Nowlin's Merrill Lynch Experience 1991 - 1995
Job Senior Marketing Executive and Product Manager
Industry Financial Services
Experience
Morgan Stanley 1995 - 2012
Merrill Lynch 1991 - 1995
Skills
Equity Swap and..., Pricing and Risk..., Extensive knowlege of...
Education
University of Michigan Business School
Bachelor of Business Administration (B.B.A.), International Finance, Graduated with Highest Distinction
Morgan Stanley 1995 - 2012
Merrill Lynch 1991 - 1995
Skills
Equity Swap and..., Pricing and Risk..., Extensive knowlege of...
Education
University of Michigan Business School
Bachelor of Business Administration (B.B.A.), International Finance, Graduated with Highest Distinction
Robert Soyring's Merrill Lynch Experience 1995 - Present
Job Assistant Vice President Investment Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1995 - Present
Fond du Lac Tribal & Community College 2008 - 2015
Skills
Certified Public..., Licensed in state of..., Financial Planners, Equities, CPA, Public Speaking, Financial Advisory, Estate Planning, Asset Allocation, Financial Analysis, Microsoft Office, Strategic Financial..., Fixed Income, Retirement Planning
Education
University of Minnesota-Duluth 1979 — 1983
Bachelor's of accounting, Accounting
Merrill Lynch 1995 - Present
Fond du Lac Tribal & Community College 2008 - 2015
Skills
Certified Public..., Licensed in state of..., Financial Planners, Equities, CPA, Public Speaking, Financial Advisory, Estate Planning, Asset Allocation, Financial Analysis, Microsoft Office, Strategic Financial..., Fixed Income, Retirement Planning
Education
University of Minnesota-Duluth 1979 — 1983
Bachelor's of accounting, Accounting
Adrenee Asadoorian's Merrill Lynch Experience January 2014 - Present
Job Private Wealth Associate, Merrill Lynch Private Banking and Investment Group
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Skills
Event Planning, Public Relations, Microsoft Office, Facebook, Customer Service, Marketing Communications, Spanish, PowerPoint, Social Media, Social Media Marketing, Microsoft Excel, Networking, Microsoft Word, Presentations, Speech Writing, Speech, Armenian, Digital Photography, Advertising, Database Operations, Appleworks, Marketing Event Planning, Online Advertising, SalesForce, Marketing, Public Speaking, Social Networking, Training
Education
University of Michigan-Dearborn 2010 — 2014
Bachelor of Arts (B.A.), Communications
Andover High School 2007 — 2010
Merrill Lynch January 2014 - Present
Skills
Event Planning, Public Relations, Microsoft Office, Facebook, Customer Service, Marketing Communications, Spanish, PowerPoint, Social Media, Social Media Marketing, Microsoft Excel, Networking, Microsoft Word, Presentations, Speech Writing, Speech, Armenian, Digital Photography, Advertising, Database Operations, Appleworks, Marketing Event Planning, Online Advertising, SalesForce, Marketing, Public Speaking, Social Networking, Training
Education
University of Michigan-Dearborn 2010 — 2014
Bachelor of Arts (B.A.), Communications
Andover High School 2007 — 2010
Paul Warholak Jr's Merrill Lynch Experience June 2010 - February 2012
Job Assistant Store Manager Sales and Service
Industry Automotive
Experience
Warholak Tire Service February 2004 - Present
Merrill Lynch June 2010 - February 2012
Education
University of Michigan-Dearborn 2006 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources Management & Finance
Warholak Tire Service February 2004 - Present
Merrill Lynch June 2010 - February 2012
Education
University of Michigan-Dearborn 2006 — 2011
Bachelor of Business Administration (B.B.A.), Human Resources Management & Finance
Michael Tessier's Merrill Lynch Experience November 2013 - February 2014
Job Student at University of MinnesotaTwin Cities
Industry
Experience
Silicon Valley Bank June 2015 - August 2015
University of Minnesota CLA-OIT August 2013 - June 2014
Merrill Lynch November 2013 - February 2014
Skills
PowerPoint, Customer Service, Risk Management, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Management, Conflict Management, Data Analysis, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor’s Degree, Finance and Accounting
Silicon Valley Bank June 2015 - August 2015
University of Minnesota CLA-OIT August 2013 - June 2014
Merrill Lynch November 2013 - February 2014
Skills
PowerPoint, Customer Service, Risk Management, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Management, Conflict Management, Data Analysis, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor’s Degree, Finance and Accounting
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank