Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Carlissa Riddle Carlissa Riddle's Merrill Lynch Experience December 2014 - Present
Job Client Associate, Office Administration at Merrill Lynch
Industry Consumer Services
Experience
Merrill Lynch December 2014 - Present
Von Properties March 2004 - Present
Merrill Lynch January 2013 - December 2014
Oakhill Day School February 2006 - December 2012
Comet Industries April 2012 - September 2012
Fujifilm May 2011 - December 2011
Merrill Lynch October 2005 - April 2009
S.P. Shaughnessey & Co. April 2005 - October 2005
Skills
Customer Service, Budgeting, Administration, Supervisory Skills, Purchasing, Coordination, Internal Communications, Project Coordination, Compliance, Planning, Data Analysis, Property Management, Negotiation, Budgets, Project Planning, Time Management, System Administration, Analysis, Sales, Software Documentation
Education
University of Missouri-Kansas City
BBA, Business
Merrill Lynch December 2014 - Present
Von Properties March 2004 - Present
Merrill Lynch January 2013 - December 2014
Oakhill Day School February 2006 - December 2012
Comet Industries April 2012 - September 2012
Fujifilm May 2011 - December 2011
Merrill Lynch October 2005 - April 2009
S.P. Shaughnessey & Co. April 2005 - October 2005
Skills
Customer Service, Budgeting, Administration, Supervisory Skills, Purchasing, Coordination, Internal Communications, Project Coordination, Compliance, Planning, Data Analysis, Property Management, Negotiation, Budgets, Project Planning, Time Management, System Administration, Analysis, Sales, Software Documentation
Education
University of Missouri-Kansas City
BBA, Business
Christopher Brantley Christopher Brantley's Merrill Lynch Experience June 2011 - August 2011
Job Wealth Management Analyst, WealthPartners, LLP
Industry Financial Services
Experience
WealthPartners, LLP September 2013 - Present
Jackson April 2013 - September 2013
Jackson National Life October 2012 - April 2013
Jackson National Life June 2012 - October 2012
Merrill Lynch June 2011 - August 2011
Parkway Properties Inc June 2008 - August 2008
Skills
Series 6, Series 63, Analysis, Leadership, Insurance, Salesforce.com, Wealth Management, Securities, Fixed Annuities
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration, Managerial Finance & Banking and Finance
Jackson Preparatory School 2002 — 2008
WealthPartners, LLP September 2013 - Present
Jackson April 2013 - September 2013
Jackson National Life October 2012 - April 2013
Jackson National Life June 2012 - October 2012
Merrill Lynch June 2011 - August 2011
Parkway Properties Inc June 2008 - August 2008
Skills
Series 6, Series 63, Analysis, Leadership, Insurance, Salesforce.com, Wealth Management, Securities, Fixed Annuities
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration, Managerial Finance & Banking and Finance
Jackson Preparatory School 2002 — 2008
Jonathan Ralston Jonathan Ralston's Merrill Lynch Experience May 2010 - August 2010
Job Senior Staff Auditor at UHY LLP
Industry Accounting
Experience
UHY LLP November 2013 - Present
Becker Professional Education April 2013 - December 2013
Beta Alpha Psi December 2012 - December 2013
Hochschild, Bloom & Company LLP January 2012 - May 2012
UMSL Student Government Association January 2012 - April 2012
Lowe's Home Improvement February 2005 - August 2011
Merrill Lynch May 2010 - August 2010
Volunteer Income Tax Assistance January 2010 - May 2010
Skills
Accounting, Tax, Financial Analysis, Microsoft Excel, Budgets, Internal Controls, Financial Accounting, Report Writing, Committed to..., Financial Reporting, Auditing, Tax Preparation, Management, QuickBooks, Peachtree
Education
University of Missouri-Saint Louis 2011 — 2013
MAcc, Accounting
University of Missouri-Columbia 2007 — 2010
B.S., Personal Financial Planning
UHY LLP November 2013 - Present
Becker Professional Education April 2013 - December 2013
Beta Alpha Psi December 2012 - December 2013
Hochschild, Bloom & Company LLP January 2012 - May 2012
UMSL Student Government Association January 2012 - April 2012
Lowe's Home Improvement February 2005 - August 2011
Merrill Lynch May 2010 - August 2010
Volunteer Income Tax Assistance January 2010 - May 2010
Skills
Accounting, Tax, Financial Analysis, Microsoft Excel, Budgets, Internal Controls, Financial Accounting, Report Writing, Committed to..., Financial Reporting, Auditing, Tax Preparation, Management, QuickBooks, Peachtree
Education
University of Missouri-Saint Louis 2011 — 2013
MAcc, Accounting
University of Missouri-Columbia 2007 — 2010
B.S., Personal Financial Planning
Frederick Avery Frederick Avery's Merrill Lynch Experience June 2012 - August 2012
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Federal Reserve Bank of Kansas City May 2013 - August 2013
DST Systems December 2011 - August 2013
Merrill Lynch June 2012 - August 2012
Education
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance, General
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - Present
Federal Reserve Bank of Kansas City May 2013 - August 2013
DST Systems December 2011 - August 2013
Merrill Lynch June 2012 - August 2012
Education
University of Missouri-Kansas City
Bachelor of Business Administration (BBA), Finance, General
Joshua Jordan Joshua Jordan's Merrill Lynch Experience 2006 - June 2008
Job Prudential Advisors
Industry Investment Management
Experience
Prudential Financial November 2014 - Present
State Farm July 2013 - November 2014
Insurance Solutions Group, Inc. July 2012 - July 2013
Summit Alliance Companies August 2011 - July 2012
MetLife June 2008 - August 2011
Merrill Lynch 2006 - June 2008
MetLife Financial Services 2003 - 2006
Skills
Insurance, Strategic Financial..., Investment Advisory, Business Development, Business Analysis, Estate Planning, Risk Management, Intergenerational..., Investments, Strategic Planning, Small Business, Health Insurance, Leadership, Management, Employee Benefits, Fixed Annuities, Disability Insurance, Retirement Planning, Long-term Care, Marketing, Finance, Life Insurance, Retirement, 401k, Wealth, Mutual Funds, Financial Services, Series 7, Series 6, FINRA, Financial Planners, Series 63, Term Life Insurance, Wealth Management, Investment Strategies, Securities, Asset Allocation, Portfolio Management, IRAs, Wealth Management..., Asset Management, Underwriting, Alternative Investments, Long Term Care Insurance, Pensions, Investment Management, Wealth Accumulation, Bonds, Personal Finance, Series 65
Education
American College 2009 — 2013
CFP, Economics & Planning
University of Mississippi 1998 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Prudential Financial November 2014 - Present
State Farm July 2013 - November 2014
Insurance Solutions Group, Inc. July 2012 - July 2013
Summit Alliance Companies August 2011 - July 2012
MetLife June 2008 - August 2011
Merrill Lynch 2006 - June 2008
MetLife Financial Services 2003 - 2006
Skills
Insurance, Strategic Financial..., Investment Advisory, Business Development, Business Analysis, Estate Planning, Risk Management, Intergenerational..., Investments, Strategic Planning, Small Business, Health Insurance, Leadership, Management, Employee Benefits, Fixed Annuities, Disability Insurance, Retirement Planning, Long-term Care, Marketing, Finance, Life Insurance, Retirement, 401k, Wealth, Mutual Funds, Financial Services, Series 7, Series 6, FINRA, Financial Planners, Series 63, Term Life Insurance, Wealth Management, Investment Strategies, Securities, Asset Allocation, Portfolio Management, IRAs, Wealth Management..., Asset Management, Underwriting, Alternative Investments, Long Term Care Insurance, Pensions, Investment Management, Wealth Accumulation, Bonds, Personal Finance, Series 65
Education
American College 2009 — 2013
CFP, Economics & Planning
University of Mississippi 1998 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Katherine Gabriel's Merrill Lynch Experience May 2011 - August 2011
Job Marketing Coordinator at McCarthy Building Companies, Inc.
Industry Construction
Experience
McCarthy Building Companies, Inc. April 2015 - Present
McCarthy Building Companies, Inc. June 2013 - April 2015
McCarthy Building Companies, Inc. May 2012 - May 2013
ContentAllStars.com October 2012 - April 2013
Sunset Advertising November 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Social Media, Adobe Creative Suite, InDesign, Microsoft Excel, Google Analytics, Microsoft Office, Microsoft Word, Morningstar, Microsoft Dynamics, Bloomberg, Microsoft Exchange, Microsoft Publisher, Google Adwords, Google Earth, Adobe Bridge, Photoshop, Marketing, PowerPoint, Social Networking, Social Media Marketing, Advertising, Proposal Writing
Education
University of Missouri-Columbia 2009 — 2013
BA, Business-Marketing
McCarthy Building Companies, Inc. April 2015 - Present
McCarthy Building Companies, Inc. June 2013 - April 2015
McCarthy Building Companies, Inc. May 2012 - May 2013
ContentAllStars.com October 2012 - April 2013
Sunset Advertising November 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Social Media, Adobe Creative Suite, InDesign, Microsoft Excel, Google Analytics, Microsoft Office, Microsoft Word, Morningstar, Microsoft Dynamics, Bloomberg, Microsoft Exchange, Microsoft Publisher, Google Adwords, Google Earth, Adobe Bridge, Photoshop, Marketing, PowerPoint, Social Networking, Social Media Marketing, Advertising, Proposal Writing
Education
University of Missouri-Columbia 2009 — 2013
BA, Business-Marketing
Jacob Bure Jacob Bure's Merrill Lynch Experience June 2011 - August 2011
Job Derivatives Trader at Citi
Industry Banking
Experience
Citi November 2014 - Present
KPMG October 2013 - November 2014
Tokyo Electron January 2013 - September 2013
Thrivent Financial May 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Skills
Team Leadership, Microsoft Excel, Portfolio Management, Analysis, Market Analysis, PowerPoint, Sourcing, Data Modeling, Salesforce.com, Purchasing, Bloomberg Software, MS Project, Microsoft Word, Data Entry, FBSI, Stata, Quantitative Research, Social Media, SAP Netweaver, Agile Application..., Quotations, Series 7
Education
University of Minnesota-Twin Cities 2009 — 2012
Bachelor's degree, Economics
Citi November 2014 - Present
KPMG October 2013 - November 2014
Tokyo Electron January 2013 - September 2013
Thrivent Financial May 2012 - January 2013
Merrill Lynch June 2011 - August 2011
Skills
Team Leadership, Microsoft Excel, Portfolio Management, Analysis, Market Analysis, PowerPoint, Sourcing, Data Modeling, Salesforce.com, Purchasing, Bloomberg Software, MS Project, Microsoft Word, Data Entry, FBSI, Stata, Quantitative Research, Social Media, SAP Netweaver, Agile Application..., Quotations, Series 7
Education
University of Minnesota-Twin Cities 2009 — 2012
Bachelor's degree, Economics
Peter Nelson's Merrill Lynch Experience 1994 - 1997
Job Senior National Training Consultant Correspondent & Advisor Services at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2007 - July 2011
RBC Wealth Management September 2003 - July 2007
RBC Wealth Management January 2000 - September 2003
RBC Wealth Management October 1997 - January 2000
Rainforest Cafe International June 1998 - October 1999
Merrill Lynch 1994 - 1997
Science Museum of Minnesota 1990 - 1994
Skills
Process Improvement, Business Analysis, Disaster Recovery, Change Management, Project Management, Strategy, Financial Services, Active Directory, Technical Operations, Strategic Technology..., N-tier, Technology Process..., Crisis Management, Contract Negotiation, IT Project Leadership, Relationship Management, Solution Ideation, Solution Implementation, Analysis, Team Leadership
Education
University of Minnesota-Twin Cities 2009 — 2011
Masters, MS, Management of Technology
University of Minnesota-Twin Cities 2005 — 2008
Bachelors, IT: Infrastructure
RBC Wealth Management February 2007 - July 2011
RBC Wealth Management September 2003 - July 2007
RBC Wealth Management January 2000 - September 2003
RBC Wealth Management October 1997 - January 2000
Rainforest Cafe International June 1998 - October 1999
Merrill Lynch 1994 - 1997
Science Museum of Minnesota 1990 - 1994
Skills
Process Improvement, Business Analysis, Disaster Recovery, Change Management, Project Management, Strategy, Financial Services, Active Directory, Technical Operations, Strategic Technology..., N-tier, Technology Process..., Crisis Management, Contract Negotiation, IT Project Leadership, Relationship Management, Solution Ideation, Solution Implementation, Analysis, Team Leadership
Education
University of Minnesota-Twin Cities 2009 — 2011
Masters, MS, Management of Technology
University of Minnesota-Twin Cities 2005 — 2008
Bachelors, IT: Infrastructure
Joseph Likens Joseph Likens's Merrill Lynch Experience April 2009 - Present
Job VP, SR FA , Global Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management January 2015 - Present
Merrill Lynch April 2009 - Present
Skills
Investments, Portfolio Management, Financial Modeling, Equities, Wealth Management, Financial Analysis
Education
University of Missouri-Columbia
Cornerstone Wealth Management January 2015 - Present
Merrill Lynch April 2009 - Present
Skills
Investments, Portfolio Management, Financial Modeling, Equities, Wealth Management, Financial Analysis
Education
University of Missouri-Columbia
Jeffrey Knik Jeffrey Knik's Merrill Lynch Experience February 2011 - March 2013
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2013 - Present
Merrill Lynch February 2011 - March 2013
Merrill Lynch May 2004 - February 2011
Merrill Lynch March 2002 - April 2004
Merrill Lynch March 2000 - March 2002
Skills
Investments, Financial Analysis, Financial Services, Risk Management, Business Analysis, Financial Modeling, Leadership, Data Analysis, Project Management, Quantitative Analytics, Microsoft Excel, SQL, PowerPoint, Decision Analysis, Qualitative Research, Problem Solving
Education
University of Minnesota-Twin Cities
Bank of America Merrill Lynch March 2013 - Present
Merrill Lynch February 2011 - March 2013
Merrill Lynch May 2004 - February 2011
Merrill Lynch March 2002 - April 2004
Merrill Lynch March 2000 - March 2002
Skills
Investments, Financial Analysis, Financial Services, Risk Management, Business Analysis, Financial Modeling, Leadership, Data Analysis, Project Management, Quantitative Analytics, Microsoft Excel, SQL, PowerPoint, Decision Analysis, Qualitative Research, Problem Solving
Education
University of Minnesota-Twin Cities
Shannon Lobb Shannon Lobb's Merrill Lynch Experience November 2013 - February 2015
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - February 2015
Westport Flea Market August 2012 - November 2013
Commerce Bank October 2011 - September 2012
Zwillo, LLC. June 2004 - November 2011
DeCloud Studios August 2010 - November 2010
Skills
Financial Services, Salesforce.com, CRM Databases, Client Services, Wealth Management..., Bank Reconciliation, Business Development, Organizational..., Crisis Intervention, Nonprofits, Event Planning, Time Management, Community Outreach, Social Networking, Conflict Resolution, Customer Service, Marketing, Sales, Microsoft Office, Leadership, CRM
Education
University of Kansas 2007 — 2010
Bachelor of General Studies, Psychology
University of Missouri-Columbia 2006 — 2007
Bachelor's degree, Psychology
Merrill Lynch November 2013 - February 2015
Westport Flea Market August 2012 - November 2013
Commerce Bank October 2011 - September 2012
Zwillo, LLC. June 2004 - November 2011
DeCloud Studios August 2010 - November 2010
Skills
Financial Services, Salesforce.com, CRM Databases, Client Services, Wealth Management..., Bank Reconciliation, Business Development, Organizational..., Crisis Intervention, Nonprofits, Event Planning, Time Management, Community Outreach, Social Networking, Conflict Resolution, Customer Service, Marketing, Sales, Microsoft Office, Leadership, CRM
Education
University of Kansas 2007 — 2010
Bachelor of General Studies, Psychology
University of Missouri-Columbia 2006 — 2007
Bachelor's degree, Psychology
Scott McVey Scott McVey's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Northwestern Mutual October 2012 - December 2013
University of Mississippi August 2008 - May 2012
Black Card Media August 2011 - December 2011
Black Card Media June 2011 - August 2011
Skills
Finance, Microsoft Excel, Advertising, Financial Analysis, Sales, Investments, Strategic Financial..., Managerial Finance, Portfolio Management, Small Business, Marketing, Leadership, Securities, Series 7, Strategic Planning
Education
University of Mississippi 2008 — 2012
Managerial Finance, Finance
Merrill Lynch January 2014 - Present
Northwestern Mutual October 2012 - December 2013
University of Mississippi August 2008 - May 2012
Black Card Media August 2011 - December 2011
Black Card Media June 2011 - August 2011
Skills
Finance, Microsoft Excel, Advertising, Financial Analysis, Sales, Investments, Strategic Financial..., Managerial Finance, Portfolio Management, Small Business, Marketing, Leadership, Securities, Series 7, Strategic Planning
Education
University of Mississippi 2008 — 2012
Managerial Finance, Finance
Ashley Huehnerfuss's Merrill Lynch Experience February 2013 - June 2013
Job Content Manager at Crispin Porter + Bogusky
Industry Marketing and Advertising
Experience
Crispin Porter + Bogusky December 2014 - Present
Crispin Porter + Bogusky October 2014 - December 2014
Periscope August 2011 - December 2014
Motive: A Project WorldWide Agency June 2014 - September 2014
Clarity Coverdale Fury December 2013 - June 2014
Flash Experiential June 2011 - August 2013
Periscope January 2010 - August 2013
DDH Dance Academy September 2007 - August 2013
Merrill Lynch February 2013 - June 2013
DDH Dance Academy 1997 - 2007
Skills
Leadership, Social Media Marketing, Brand Awareness, Brand Implementation, Event Management, Experiential Events, Facebook, Microsoft Office, Event Producing, Dance, Social Media, Event Planning, Psychology, Project Management, Sales, Mac OS X, Volunteer Training, Volunteer Management, Dance Education, Communication, Salesforce.com, Office Administration, Mascot, Advertising, Research, Fashion, Online Advertising, OS X, Customer Service, Marketing Communications, Trade Shows, Creative Strategy, Media Planning, Training, Copywriting, Integrated Marketing, Sports Marketing, Interactive Marketing, Adobe Creative Suite, Brand Development, Marketing Research, Sponsorship, Guerrilla Marketing, Strategic Communications, Time Management, Email Marketing, Twitter, LinkedIn, Organization, New Business Development
Education
University of Minnesota-Twin Cities 2009 — 2012
Bachelor's Degree, Psychology
Wausau West High School 2003 — 2007
High School Diploma
Crispin Porter + Bogusky December 2014 - Present
Crispin Porter + Bogusky October 2014 - December 2014
Periscope August 2011 - December 2014
Motive: A Project WorldWide Agency June 2014 - September 2014
Clarity Coverdale Fury December 2013 - June 2014
Flash Experiential June 2011 - August 2013
Periscope January 2010 - August 2013
DDH Dance Academy September 2007 - August 2013
Merrill Lynch February 2013 - June 2013
DDH Dance Academy 1997 - 2007
Skills
Leadership, Social Media Marketing, Brand Awareness, Brand Implementation, Event Management, Experiential Events, Facebook, Microsoft Office, Event Producing, Dance, Social Media, Event Planning, Psychology, Project Management, Sales, Mac OS X, Volunteer Training, Volunteer Management, Dance Education, Communication, Salesforce.com, Office Administration, Mascot, Advertising, Research, Fashion, Online Advertising, OS X, Customer Service, Marketing Communications, Trade Shows, Creative Strategy, Media Planning, Training, Copywriting, Integrated Marketing, Sports Marketing, Interactive Marketing, Adobe Creative Suite, Brand Development, Marketing Research, Sponsorship, Guerrilla Marketing, Strategic Communications, Time Management, Email Marketing, Twitter, LinkedIn, Organization, New Business Development
Education
University of Minnesota-Twin Cities 2009 — 2012
Bachelor's Degree, Psychology
Wausau West High School 2003 — 2007
High School Diploma
Jeff D. Hogan Jeff D. Hogan's Merrill Lynch Experience July 2013 - Present
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2013 - Present
AGCO Finance LLC April 2008 - June 2013
Merrill Lynch June 2007 - August 2007
Skills
Sales, Account Management, New Business Development, Time Management, Financial Analysis, Marketing, Sales Management, Forecasting, Finance, Business Development, Strategic Planning, Investments, Insurance
Education
University of Mississippi 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Marist School 1997 — 2003
Merrill Lynch July 2013 - Present
AGCO Finance LLC April 2008 - June 2013
Merrill Lynch June 2007 - August 2007
Skills
Sales, Account Management, New Business Development, Time Management, Financial Analysis, Marketing, Sales Management, Forecasting, Finance, Business Development, Strategic Planning, Investments, Insurance
Education
University of Mississippi 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Marist School 1997 — 2003
Jayne Potulny's Merrill Lynch Experience March 2012 - Present
Job Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2012 - Present
Minneapolis Financial Group August 2010 - March 2012
Covered July 2010 - February 2011
eWaterways.com May 2010 - July 2010
Park District April 2002 - August 2005
Skills
Customer Service, Event Planning, Sales, Leadership, Management, Social Media, Public Speaking, Microsoft Office, Marketing, Social Media Marketing, Microsoft Excel, Salesforce.com
Education
University of Minnesota-Twin Cities 2006 — 2010
University of Minnesota
Bachelor of Arts (B.A.), English
Merrill Lynch March 2012 - Present
Minneapolis Financial Group August 2010 - March 2012
Covered July 2010 - February 2011
eWaterways.com May 2010 - July 2010
Park District April 2002 - August 2005
Skills
Customer Service, Event Planning, Sales, Leadership, Management, Social Media, Public Speaking, Microsoft Office, Marketing, Social Media Marketing, Microsoft Excel, Salesforce.com
Education
University of Minnesota-Twin Cities 2006 — 2010
University of Minnesota
Bachelor of Arts (B.A.), English
Carol Monaco Carol Monaco's Merrill Lynch Experience June 1992 - November 2001
Job Vice President Summit Art, Inc.
Industry Fine Art
Experience
Summit Art, Inc. September 2014 - Present
Saint Luke's East Gallery August 2014 - Present
Designs Extraordinaire Studio January 1980 - Present
Global Catalyst Partners June 2009 - December 2012
H&R Block Financial Advisors March 2004 - April 2008
Merrill Lynch June 1992 - November 2001
Database Management Technology March 1990 - June 1992
Tandem Computers 1982 - 1986
Skills
Networking, Executive Support, Series 7, Insurance, Investments, Administrative..., Project Management, Outlook, Mutual Funds, Spreadsheets, Microsoft CRM, Team Leadership, Visio, Social Media, File Management
Education
University of Missouri-Kansas City
N/A, Psychology - Accounting
Summit Art, Inc. September 2014 - Present
Saint Luke's East Gallery August 2014 - Present
Designs Extraordinaire Studio January 1980 - Present
Global Catalyst Partners June 2009 - December 2012
H&R Block Financial Advisors March 2004 - April 2008
Merrill Lynch June 1992 - November 2001
Database Management Technology March 1990 - June 1992
Tandem Computers 1982 - 1986
Skills
Networking, Executive Support, Series 7, Insurance, Investments, Administrative..., Project Management, Outlook, Mutual Funds, Spreadsheets, Microsoft CRM, Team Leadership, Visio, Social Media, File Management
Education
University of Missouri-Kansas City
N/A, Psychology - Accounting
Robert Sheely Robert Sheely's Merrill Lynch Experience December 1997 - January 2009
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
Janice Scherer's Merrill Lynch Experience June 1977 - September 1993
Job Artist Creative Entrepreneur
Industry Arts and Crafts
Experience
Self Employed January 2012 - Present
Phoenix Arises Seminars February 2001 - January 2012
Anderson Hoagland & Company September 1993 - February 2001
Merrill Lynch June 1977 - September 1993
Skills
Art, Public Speaking, Fine Art, Entrepreneurship, Leadership Development, Teaching, Painting, Training, Creative Writing
Education
University of Missouri-Columbia 1972 — 1973
Self Employed January 2012 - Present
Phoenix Arises Seminars February 2001 - January 2012
Anderson Hoagland & Company September 1993 - February 2001
Merrill Lynch June 1977 - September 1993
Skills
Art, Public Speaking, Fine Art, Entrepreneurship, Leadership Development, Teaching, Painting, Training, Creative Writing
Education
University of Missouri-Columbia 1972 — 1973
Jon Gilstrap Jon Gilstrap's Merrill Lynch Experience September 2007 - November 2011
Job Wealth Advisor at Gilstrap Financial
Industry Financial Services
Experience
Gilstrap Financial November 2011 - Present
Merrill Lynch September 2007 - November 2011
A G Edwards & Sons March 1993 - September 2007
Skills
Wealth Management, Series 7, Asset Allocation, Financial Analysis, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Investment Strategies, Alternative Investments, Securities, Retirement, Investments, Equities, Portfolio Management, Fixed Income, Financial Advisory, Asset Management, Investment Management, Wealth Management...
Education
University of Missouri-Columbia 1975 — 1979
BS, Finance
Chillocothe HS Missouri 1971 — 1975
Gilstrap Financial November 2011 - Present
Merrill Lynch September 2007 - November 2011
A G Edwards & Sons March 1993 - September 2007
Skills
Wealth Management, Series 7, Asset Allocation, Financial Analysis, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Investment Strategies, Alternative Investments, Securities, Retirement, Investments, Equities, Portfolio Management, Fixed Income, Financial Advisory, Asset Management, Investment Management, Wealth Management...
Education
University of Missouri-Columbia 1975 — 1979
BS, Finance
Chillocothe HS Missouri 1971 — 1975
Chase C. Lucas's Merrill Lynch Experience June 2012 - August 2012
Job Internal Wholesaler at American Century Investments
Industry Investment Management
Experience
American Century Investments March 2015 - Present
American Century Investments December 2014 - March 2015
American Century Investments September 2014 - November 2014
American Century Investments January 2014 - August 2014
Cerner Corporation May 2013 - August 2013
Various Non Profit organizations January 2006 - June 2013
Beta Theta Pi - Zeta Phi chapter January 2012 - January 2013
Davis, Bethune, and Jones LLC June 2011 - January 2013
Merrill Lynch June 2012 - August 2012
The Kansas City Country Club August 2006 - August 2010
Skills
Leadership, Marketing, Sales, Investments, Sports, Microsoft Word, Portfolio Management, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Financial Analysis, Research, Financial Modeling, Customer Service, Strategic Planning, Finance, Organizational..., Coaching, Social Networking, Event Planning, Management, Teamwork, Analysis, Event Management, Healthcare, Blogging, Social Media Marketing, Fundraising, Marketing Communications, Facebook, Leadership Development, Market Research, Nonprofits, Team Leadership, Data Analysis, Public Relations, Access, Time Management, Budgets, Editing, Team Building, Spanish, Training, Outlook, Entrepreneurship, Marketing Strategy, English, Strategic Communications
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (BS) in Finance and Business Adm, Finance, Financial Planning & Investment Banking
Shawnee Mission East High School 2005 — 2009
American Century Investments March 2015 - Present
American Century Investments December 2014 - March 2015
American Century Investments September 2014 - November 2014
American Century Investments January 2014 - August 2014
Cerner Corporation May 2013 - August 2013
Various Non Profit organizations January 2006 - June 2013
Beta Theta Pi - Zeta Phi chapter January 2012 - January 2013
Davis, Bethune, and Jones LLC June 2011 - January 2013
Merrill Lynch June 2012 - August 2012
The Kansas City Country Club August 2006 - August 2010
Skills
Leadership, Marketing, Sales, Investments, Sports, Microsoft Word, Portfolio Management, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Financial Analysis, Research, Financial Modeling, Customer Service, Strategic Planning, Finance, Organizational..., Coaching, Social Networking, Event Planning, Management, Teamwork, Analysis, Event Management, Healthcare, Blogging, Social Media Marketing, Fundraising, Marketing Communications, Facebook, Leadership Development, Market Research, Nonprofits, Team Leadership, Data Analysis, Public Relations, Access, Time Management, Budgets, Editing, Team Building, Spanish, Training, Outlook, Entrepreneurship, Marketing Strategy, English, Strategic Communications
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (BS) in Finance and Business Adm, Finance, Financial Planning & Investment Banking
Shawnee Mission East High School 2005 — 2009
Jack Meiners Jack Meiners's Merrill Lynch Experience August 2013 - Present
Job Financial Advisor Global Wealth & Investment Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
Merrill Lynch June 2013 - August 2013
University of Missouri June 2009 - January 2013
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Football, Research, Fundraising, Event Planning, Higher Education, Customer Service, Social Media, Community Outreach, Marketing, Social Networking, Team Leadership, Teamwork, Facebook, Public Relations, Investments, Finance, Data Analysis, Analysis, Training, Sales, Event Management
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management
Chaminade College Preparatory 2002 — 2009
Merrill Lynch August 2013 - Present
Merrill Lynch June 2013 - August 2013
University of Missouri June 2009 - January 2013
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Football, Research, Fundraising, Event Planning, Higher Education, Customer Service, Social Media, Community Outreach, Marketing, Social Networking, Team Leadership, Teamwork, Facebook, Public Relations, Investments, Finance, Data Analysis, Analysis, Training, Sales, Event Management
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management
Chaminade College Preparatory 2002 — 2009
William G. Kosmas William G. Kosmas's Merrill Lynch Experience February 1982 - Present
Job Financial consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1982 - Present
Skills
Strategic Financial...
Education
University of Minnesota-Twin Cities 1967 — 1971
Bachelor of Arts (B.A.), Journalism
Merrill Lynch February 1982 - Present
Skills
Strategic Financial...
Education
University of Minnesota-Twin Cities 1967 — 1971
Bachelor of Arts (B.A.), Journalism
Abbey Thomas Abbey Thomas's Merrill Lynch Experience January 2015 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Merrill Lynch June 2014 - August 2014
Bank Star One April 2013 - September 2013
Good and Perfect Gifts May 2011 - December 2012
Fossil May 2008 - August 2008
Skills
Visual Merchandising, Retail Sales, Fashion, Merchandising, Cashiering, Styling, Time Management, Trend Analysis, Loss Prevention, Retail, Apparel, Window Displays, Facebook, Teamwork
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Eldon R-1 High School 2007 — 2012
Merrill Lynch January 2015 - Present
Merrill Lynch June 2014 - August 2014
Bank Star One April 2013 - September 2013
Good and Perfect Gifts May 2011 - December 2012
Fossil May 2008 - August 2008
Skills
Visual Merchandising, Retail Sales, Fashion, Merchandising, Cashiering, Styling, Time Management, Trend Analysis, Loss Prevention, Retail, Apparel, Window Displays, Facebook, Teamwork
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Eldon R-1 High School 2007 — 2012
Emily George's Merrill Lynch Experience February 2014 - Present
Job Private Banking and Investment Group Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Northwestern Mutual August 2013 - February 2014
The Alpine Shop June 2012 - April 2013
Volunteer Income Tax Assistance January 2012 - May 2012
Northwestern Mutual May 2011 - December 2011
Skills
Facebook, PowerPoint, Time Management, Sales, Social Media, Microsoft Office, Social Networking, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Spanish, Social Media Marketing, Photoshop
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science in Human Environmental Sciences, Personal Financial Management Services
Merrill Lynch February 2014 - Present
Northwestern Mutual August 2013 - February 2014
The Alpine Shop June 2012 - April 2013
Volunteer Income Tax Assistance January 2012 - May 2012
Northwestern Mutual May 2011 - December 2011
Skills
Facebook, PowerPoint, Time Management, Sales, Social Media, Microsoft Office, Social Networking, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Spanish, Social Media Marketing, Photoshop
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science in Human Environmental Sciences, Personal Financial Management Services
Alex Houck Alex Houck's Merrill Lynch Experience July 2009 - January 2010
Job Marketing Analyst
Industry Retail
Experience
Northern Tool + Equipment October 2013 - Present
Target March 2013 - October 2013
Target September 2012 - March 2013
IBM February 2012 - September 2012
IBM May 2011 - April 2012
Berthel Schutter, LLC July 2010 - May 2011
Focus Financial June 2010 - April 2011
Merrill Lynch July 2009 - January 2010
Minnesota Department of Revenue March 2009 - January 2010
Skills
Forecasting, Finance, Research, Financial Reporting, Corporate Finance, Analysis, Microsoft Office, Strategic Financial...
Education
University of Minnesota-Twin Cities 2007 — 2011
Bachelor of Science in Business, Finance
Wayzata High School
Northern Tool + Equipment October 2013 - Present
Target March 2013 - October 2013
Target September 2012 - March 2013
IBM February 2012 - September 2012
IBM May 2011 - April 2012
Berthel Schutter, LLC July 2010 - May 2011
Focus Financial June 2010 - April 2011
Merrill Lynch July 2009 - January 2010
Minnesota Department of Revenue March 2009 - January 2010
Skills
Forecasting, Finance, Research, Financial Reporting, Corporate Finance, Analysis, Microsoft Office, Strategic Financial...
Education
University of Minnesota-Twin Cities 2007 — 2011
Bachelor of Science in Business, Finance
Wayzata High School
Aaron Garrido Aaron Garrido's Merrill Lynch Experience September 2014 - March 2015
Job Accounting Student at University of St. Thomas
Industry Accounting
Experience
U.S. Bank June 2015 - August 2015
Merrill Lynch September 2014 - March 2015
Skills
Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Research, Event Planning, Teamwork, Accounting
Education
University of St. Thomas 2014 — 2016
Bachelor’s Degree, Accounting, 3.64
University of Minnesota-Twin Cities 2012 — 2014
U.S. Bank June 2015 - August 2015
Merrill Lynch September 2014 - March 2015
Skills
Microsoft Office, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Research, Event Planning, Teamwork, Accounting
Education
University of St. Thomas 2014 — 2016
Bachelor’s Degree, Accounting, 3.64
University of Minnesota-Twin Cities 2012 — 2014
Frank Eisele Frank Eisele's Merrill Lynch Experience 1990 - June 1994
Job Sales at Byerly RV
Industry Leisure, Travel & Tourism
Experience
Byerly RV 2009 - Present
Stifel Nicolaus 1994 - 1996
Merrill Lynch 1990 - June 1994
Education
University of Missouri-Columbia
Byerly RV 2009 - Present
Stifel Nicolaus 1994 - 1996
Merrill Lynch 1990 - June 1994
Education
University of Missouri-Columbia
Jesse Speltz Jesse Speltz's Merrill Lynch Experience May 2003 - May 2005
Job Business Development Executive, DHG Private Equity & Transaction Advisory
Industry Venture Capital & Private Equity
Experience
DHG (Dixon Hughes Goodman LLP) February 2015 - Present
AccuVal Associates Inc. December 2011 - February 2015
FGI Finance May 2010 - November 2011
FGI Risk Services March 2010 - November 2011
Atradius Trade Credit Insurance May 2005 - January 2010
Merrill Lynch May 2003 - May 2005
MCI 1994 - 1997
AT&T 1985 - 1994
Skills
Business Valuation, Asset Management, Asset Disposition, Asset Based Lending, Inventory Valuation, Purchase Price..., Import/Export, International Finance, Intellectual Property..., Fresh Start Accounting, Fair Value Measurements, ESOP Valuations, Litigation Support, Tax Management, Credit Insurance, Credit Risk, Accounts Receivable, Valuation, Finance, Credit, Asset Managment, Tax, Asset, International Trade, Corporate Finance, Risk Management, Accounting, Fair Value, Mergers & Acquisitions, Management
Education
University of Missouri-Kansas City 1985 — 1987
BBA, Direct Marketing
University of Missouri-Columbia 1982 — 1985
B.B.A., Direct Marketing
University of Missouri-Columbia, College of Business 1982 — 1985
Bachelor of Business Administration (B.B.A.), Marketing
DHG (Dixon Hughes Goodman LLP) February 2015 - Present
AccuVal Associates Inc. December 2011 - February 2015
FGI Finance May 2010 - November 2011
FGI Risk Services March 2010 - November 2011
Atradius Trade Credit Insurance May 2005 - January 2010
Merrill Lynch May 2003 - May 2005
MCI 1994 - 1997
AT&T 1985 - 1994
Skills
Business Valuation, Asset Management, Asset Disposition, Asset Based Lending, Inventory Valuation, Purchase Price..., Import/Export, International Finance, Intellectual Property..., Fresh Start Accounting, Fair Value Measurements, ESOP Valuations, Litigation Support, Tax Management, Credit Insurance, Credit Risk, Accounts Receivable, Valuation, Finance, Credit, Asset Managment, Tax, Asset, International Trade, Corporate Finance, Risk Management, Accounting, Fair Value, Mergers & Acquisitions, Management
Education
University of Missouri-Kansas City 1985 — 1987
BBA, Direct Marketing
University of Missouri-Columbia 1982 — 1985
B.B.A., Direct Marketing
University of Missouri-Columbia, College of Business 1982 — 1985
Bachelor of Business Administration (B.B.A.), Marketing
Karen Yeager Garner Karen Yeager Garner's Merrill Lynch Experience April 2015 - Present
Job Merrill Lynch, Financial Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Alluvion Securities, LLC September 2013 - February 2015
Dutko Worldwide April 2005 - October 2011
Department of Homeland Security 2003 - 2005
Department of Homeland Security 2003 - 2003
White House Homeland Security Council 2002 - 2003
The White House, Office of Presidential Personnel 2001 - 2002
2000 President George W. Bush Inaugural Committee December 2000 - January 2001
New Republican Majority Fund PAC, United Stares Majority Leader, Trent Lott January 1995 - November 2000
Skills
Congressional, Public Administration, Foreign Policy, Government, Public Policy, Legislation, Public Affairs, Policy Analysis, Political Campaigns, Strategic Communications, Strategic Planning, Policy, Federal Government, Politics, Coalitions, Legislative Relations, Program Management, International Relations, Crisis Communications, National Security, Executive Management, Public Speaking, Public Relations, Fundraising, Media Relations, Homeland Security, Nonprofits, Proposal Writing, Strategy, Crisis Management, Analysis
Education
University of Mississippi - School of Business Administration 1990 — 1995
University of Mississippi
Merrill Lynch April 2015 - Present
Alluvion Securities, LLC September 2013 - February 2015
Dutko Worldwide April 2005 - October 2011
Department of Homeland Security 2003 - 2005
Department of Homeland Security 2003 - 2003
White House Homeland Security Council 2002 - 2003
The White House, Office of Presidential Personnel 2001 - 2002
2000 President George W. Bush Inaugural Committee December 2000 - January 2001
New Republican Majority Fund PAC, United Stares Majority Leader, Trent Lott January 1995 - November 2000
Skills
Congressional, Public Administration, Foreign Policy, Government, Public Policy, Legislation, Public Affairs, Policy Analysis, Political Campaigns, Strategic Communications, Strategic Planning, Policy, Federal Government, Politics, Coalitions, Legislative Relations, Program Management, International Relations, Crisis Communications, National Security, Executive Management, Public Speaking, Public Relations, Fundraising, Media Relations, Homeland Security, Nonprofits, Proposal Writing, Strategy, Crisis Management, Analysis
Education
University of Mississippi - School of Business Administration 1990 — 1995
University of Mississippi
David A. Massart David A. Massart's Merrill Lynch Experience 1996 - 1998
Job Founding Partner & President, Next Generation Wealth Management, Inc.
Industry Investment Management
Experience
Next Generation Wealth Management, Inc 2005 - Present
Strong Private Client 2002 - 2005
Wells Fargo Investments 1998 - 2002
Merrill Lynch 1996 - 1998
Citigroup 1993 - 1996
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Financial Management..., Registered Investment..., Investment Advisory, Private Wealth..., SEC filings
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Science, Business Management
Next Generation Wealth Management, Inc 2005 - Present
Strong Private Client 2002 - 2005
Wells Fargo Investments 1998 - 2002
Merrill Lynch 1996 - 1998
Citigroup 1993 - 1996
Skills
Wealth Management, Comprehensive Wealth..., Retirement Planning, Risk Management, Asset Management, Asset Allocation, Investment Strategies, Financial Management..., Registered Investment..., Investment Advisory, Private Wealth..., SEC filings
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Science, Business Management
Chad Cohen Chad Cohen's Merrill Lynch Experience 2004 - 2011
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2011 - Present
Merrill Lynch 2004 - 2011
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Science (BS), Finance and Banking
Parkway Central
Parkway Central
UBS Financial Services Inc. 2011 - Present
Merrill Lynch 2004 - 2011
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Science (BS), Finance and Banking
Parkway Central
Parkway Central
Trey Kitchens Trey Kitchens's Merrill Lynch Experience June 2007 - July 2011
Job Account Executive at Dell SecureWorks
Industry Information Technology and Services
Experience
Dell SecureWorks February 2014 - Present
Atlanta Triathlon Club January 2012 - Present
Dell SecureWorks February 2012 - February 2014
Dell SecureWorks July 2011 - February 2012
Merrill Lynch June 2007 - July 2011
Gainesville Marina January 2007 - May 2007
The University of Mississippi September 2005 - December 2006
Skills
Information Security, Network Security, Salesforce.com, Demand Generation, Cloud Computing, Security+, Vulnerability Assessment, Business Development, Security, Vulnerability Management, Sales, Enterprise Software, Managed Security..., Firewalls, IPS, Information Security..., Penetration Testing, Managed Services, Solution Selling, SaaS, PCI DSS, Leadership, Incident Response, Sales Process, Computer Security, Professional Services, Networking, SIEM, Application Security, GLBA
Education
University of Mississippi 2002 — 2006
Bachelors of Business Administration, Majored International Business and Managerial Finance and minor in German
Dell SecureWorks February 2014 - Present
Atlanta Triathlon Club January 2012 - Present
Dell SecureWorks February 2012 - February 2014
Dell SecureWorks July 2011 - February 2012
Merrill Lynch June 2007 - July 2011
Gainesville Marina January 2007 - May 2007
The University of Mississippi September 2005 - December 2006
Skills
Information Security, Network Security, Salesforce.com, Demand Generation, Cloud Computing, Security+, Vulnerability Assessment, Business Development, Security, Vulnerability Management, Sales, Enterprise Software, Managed Security..., Firewalls, IPS, Information Security..., Penetration Testing, Managed Services, Solution Selling, SaaS, PCI DSS, Leadership, Incident Response, Sales Process, Computer Security, Professional Services, Networking, SIEM, Application Security, GLBA
Education
University of Mississippi 2002 — 2006
Bachelors of Business Administration, Majored International Business and Managerial Finance and minor in German
Alison Brumfield Jones Alison Brumfield Jones's Merrill Lynch Experience July 2005 - April 2008
Job Barre Instructor at The Country Club of Mobile
Industry Health, Wellness and Fitness
Experience
YMCA October 2011 - Present
The Country Club of Mobile January 2014 - Present
Merrill Lynch July 2005 - April 2008
Edward Jones August 2003 - July 2005
Skills
Pilates, Fitness Training, Xtend Barre, Teaching, Leadership, Event Planning, Fitness, Teamwork
Education
University of Mississippi 1999 — 2003
Bachelor of Arts (B.A.), Psychology
YMCA October 2011 - Present
The Country Club of Mobile January 2014 - Present
Merrill Lynch July 2005 - April 2008
Edward Jones August 2003 - July 2005
Skills
Pilates, Fitness Training, Xtend Barre, Teaching, Leadership, Event Planning, Fitness, Teamwork
Education
University of Mississippi 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Lauren McCarver's Merrill Lynch Experience August 2015 - Present
Job Practice Development Management Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
Bank of America June 2014 - August 2015
Gastroenterology Associates of North Mississippi September 2013 - May 2014
francesca’s® September 2009 - July 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Research, Public Speaking, Social Networking, Customer Service, Event Planning, Teamwork, Marketing, Time Management, Sales, Financial Analysis, Leadership, Windows, Marketing Strategy, OS X, Team Leadership, Fun, Group Work, Interaction, Social Skills
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking & Finance and Managerial Finance
Merrill Lynch August 2015 - Present
Bank of America June 2014 - August 2015
Gastroenterology Associates of North Mississippi September 2013 - May 2014
francesca’s® September 2009 - July 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Research, Public Speaking, Social Networking, Customer Service, Event Planning, Teamwork, Marketing, Time Management, Sales, Financial Analysis, Leadership, Windows, Marketing Strategy, OS X, Team Leadership, Fun, Group Work, Interaction, Social Skills
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking & Finance and Managerial Finance
Walker Brown's Merrill Lynch Experience August 2004 - May 2009
Job Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald November 2010 - Present
Cantor Fitzgerald November 2010 - January 2013
Faris Lee May 2009 - November 2010
Merrill Lynch August 2004 - May 2009
Merrill Lynch August 2004 - August 2007
Deutsche Bank May 2003 - August 2003
Skills
Real Estate, Investment Banking, Investments, Real Estate Finance, Debt, Real Estate Economics, Credit, Underwriting, Asset Management, Loan Origination, Commercial Real Estate, Structured Finance
Education
University of Mississippi
Bachelor of Science, Hospitality Management
The Webb School
Cantor Fitzgerald November 2010 - Present
Cantor Fitzgerald November 2010 - January 2013
Faris Lee May 2009 - November 2010
Merrill Lynch August 2004 - May 2009
Merrill Lynch August 2004 - August 2007
Deutsche Bank May 2003 - August 2003
Skills
Real Estate, Investment Banking, Investments, Real Estate Finance, Debt, Real Estate Economics, Credit, Underwriting, Asset Management, Loan Origination, Commercial Real Estate, Structured Finance
Education
University of Mississippi
Bachelor of Science, Hospitality Management
The Webb School
Chris Kuhn Chris Kuhn's Merrill Lynch Experience March 2006 - December 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Merrill Lynch March 2006 - December 2011
Skills
Asset Allocation, Investments, Retirement Planning, Mutual Funds, Financial Advisory, Investment Advisory, Finance, 401k, Investment Strategies, Alternative Investments, Portfolio Optimization, Trust Management, Sales Management, Structured Products, 401k Rollovers, IRAs, 529 Plans, College Savings Plans, Separately Managed..., Life & Health Insurance..., ETFs
Education
University of Missouri-Columbia 1998 — 2003
Finance and Economics
Saint Louis Priory School 1992 — 1998
Wells Fargo Advisors December 2011 - Present
Merrill Lynch March 2006 - December 2011
Skills
Asset Allocation, Investments, Retirement Planning, Mutual Funds, Financial Advisory, Investment Advisory, Finance, 401k, Investment Strategies, Alternative Investments, Portfolio Optimization, Trust Management, Sales Management, Structured Products, 401k Rollovers, IRAs, 529 Plans, College Savings Plans, Separately Managed..., Life & Health Insurance..., ETFs
Education
University of Missouri-Columbia 1998 — 2003
Finance and Economics
Saint Louis Priory School 1992 — 1998
Joseph Holsinger's Merrill Lynch Experience October 2011 - Present
Job Managing Director
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Merrill Lynch, Global Wealth and Investment Management January 2011 - October 2011
Merrill Lynch, Global Wealth and Investment Management January 2002 - January 2011
Merrill Lynch May 1999 - January 2002
Skills
Asset Managment, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Valuation, Asset Management, Financial Services, Management
Education
University of Missouri-Columbia 1982 — 1986
BSBA, Finance/Banking
Merrill Lynch October 2011 - Present
Merrill Lynch, Global Wealth and Investment Management January 2011 - October 2011
Merrill Lynch, Global Wealth and Investment Management January 2002 - January 2011
Merrill Lynch May 1999 - January 2002
Skills
Asset Managment, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Valuation, Asset Management, Financial Services, Management
Education
University of Missouri-Columbia 1982 — 1986
BSBA, Finance/Banking
Samantha Ellison Samantha Ellison's Merrill Lynch Experience June 2007 - August 2007
Job Senior Solution Designer at Cerner Corporation
Industry Financial Services
Experience
Cerner Corporation October 2012 - Present
MarketSphere Consulting June 2010 - October 2012
Missouri State Senate January 2010 - May 2010
Target June 2009 - August 2009
University of Missouri August 2008 - February 2009
Sprint June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
PeopleSoft, Integration, Process Improvement, Analysis, Leadership, Business Process..., User Acceptance Testing, Data Analysis, Testing, Finance, Software Documentation, Business Analysis
Education
University of Missouri-Columbia, College of Business 2006 — 2010
BS, Business
Cerner Corporation October 2012 - Present
MarketSphere Consulting June 2010 - October 2012
Missouri State Senate January 2010 - May 2010
Target June 2009 - August 2009
University of Missouri August 2008 - February 2009
Sprint June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
PeopleSoft, Integration, Process Improvement, Analysis, Leadership, Business Process..., User Acceptance Testing, Data Analysis, Testing, Finance, Software Documentation, Business Analysis
Education
University of Missouri-Columbia, College of Business 2006 — 2010
BS, Business
Douglas W. Coombs Douglas W. Coombs's Merrill Lynch Experience 1983 - 1986
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James September 2009 - Present
A.G. Edwards 1986 - 2009
Merrill Lynch 1983 - 1986
Education
University of Missouri-Columbia 1974 — 1978
BS, Business Administration, Marketing
Raymond James September 2009 - Present
A.G. Edwards 1986 - 2009
Merrill Lynch 1983 - 1986
Education
University of Missouri-Columbia 1974 — 1978
BS, Business Administration, Marketing
Maureen Quigley Ragsdale Maureen Quigley Ragsdale's Merrill Lynch Experience 1991 - 2003
Job Senior Registered Client Associate
Industry Financial Services
Experience
Catholic HEART Workcamp June 2000 - Present
Morgan Stanley Smith Barney April 2003 - November 2011
Merrill Lynch 1991 - 2003
PaineWebber 1986 - 1991
Dean Witter 1981 - 1986
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Social Work
Catholic HEART Workcamp June 2000 - Present
Morgan Stanley Smith Barney April 2003 - November 2011
Merrill Lynch 1991 - 2003
PaineWebber 1986 - 1991
Dean Witter 1981 - 1986
Education
University of Missouri-Columbia
University of Missouri-Saint Louis
Social Work
Patricia Bach Patricia Bach's Merrill Lynch Experience June 1998 - July 2000
Job CMBS Research
Industry Investment Management
Experience
Genworth Financial June 2008 - Present
Credit Suisse January 2008 - May 2008
ACA Capital June 2007 - January 2008
Fitch Ratings October 2005 - May 2007
Credit Suisse July 2000 - March 2004
Merrill Lynch June 1998 - July 2000
State Street Bank 1995 - 1998
Citicorp Mortgage 1988 - 1995
Skills
CMBS, Structured Finance, CDO, Bonds, Credit, Portfolio Management, Credit Risk, Trading, Securitization, Capital Markets, Fixed Income, Credit Analysis, Investments, Structuring, Asset Management, Structured Products, Financial Modeling, MBS, Due Diligence, Loans, Valuation, Loan Servicing, Hedging, Financial Structuring, Hedge Funds, Alternative Investments, Bloomberg, Securities
Education
Washington University in St. Louis - Olin Business School 1989 — 1993
MBA, Finance
University of Missouri-Columbia 1984 — 1988
BSBA, Finance and Economics
Genworth Financial June 2008 - Present
Credit Suisse January 2008 - May 2008
ACA Capital June 2007 - January 2008
Fitch Ratings October 2005 - May 2007
Credit Suisse July 2000 - March 2004
Merrill Lynch June 1998 - July 2000
State Street Bank 1995 - 1998
Citicorp Mortgage 1988 - 1995
Skills
CMBS, Structured Finance, CDO, Bonds, Credit, Portfolio Management, Credit Risk, Trading, Securitization, Capital Markets, Fixed Income, Credit Analysis, Investments, Structuring, Asset Management, Structured Products, Financial Modeling, MBS, Due Diligence, Loans, Valuation, Loan Servicing, Hedging, Financial Structuring, Hedge Funds, Alternative Investments, Bloomberg, Securities
Education
Washington University in St. Louis - Olin Business School 1989 — 1993
MBA, Finance
University of Missouri-Columbia 1984 — 1988
BSBA, Finance and Economics
Dwight Laursen Dwight Laursen's Merrill Lynch Experience 2000 - 2008
Job Retired
Industry Consumer Goods
Experience
. December 2012 - Present
Feintechnik North America January 2010 - December 2012
YOUR OWN BRAND North America June 2009 - December 2012
Merrill Lynch 2000 - 2008
The Gillette Company 1987 - 2000
Skills
Strategic Planning, Financial Analysis, Consumer Products, Product Development, Leadership, Team Building, Retail, Analysis, Project Planning, Forecasting, Cross-functional Team..., Competitive Analysis, FMCG, Marketing
Education
University of Minnesota-Twin Cities 1970 — 1975
BBA, Business Administration
. December 2012 - Present
Feintechnik North America January 2010 - December 2012
YOUR OWN BRAND North America June 2009 - December 2012
Merrill Lynch 2000 - 2008
The Gillette Company 1987 - 2000
Skills
Strategic Planning, Financial Analysis, Consumer Products, Product Development, Leadership, Team Building, Retail, Analysis, Project Planning, Forecasting, Cross-functional Team..., Competitive Analysis, FMCG, Marketing
Education
University of Minnesota-Twin Cities 1970 — 1975
BBA, Business Administration
nancy ottofy nancy ottofy's Merrill Lynch Experience January 1982 - March 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
Team Poker LLC January 2013 - Present
Prudential Financial January 1994 - June 1996
Merrill Lynch January 1982 - March 1994
Skills
Wealth Management, Investments, Retirement Planning, Equities, Business Strategy, Marketing Strategy, Strategic Planning, Portfolio Management, Marketing, Strategy, Financial Services, Business Development, Marketing Communications, New Business Development, Competitive Analysis, Banking
Education
University of Missouri-Columbia @ Graduated from Webster University
Bachelor of Business Administration (BBA), Finance
Team Poker LLC January 2013 - Present
Prudential Financial January 1994 - June 1996
Merrill Lynch January 1982 - March 1994
Skills
Wealth Management, Investments, Retirement Planning, Equities, Business Strategy, Marketing Strategy, Strategic Planning, Portfolio Management, Marketing, Strategy, Financial Services, Business Development, Marketing Communications, New Business Development, Competitive Analysis, Banking
Education
University of Missouri-Columbia @ Graduated from Webster University
Bachelor of Business Administration (BBA), Finance
Annie Whelden Annie Whelden's Merrill Lynch Experience August 2014 - Present
Job Private Wealth Management Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch June 2014 - August 2014
Carlson School of Management - Graduate Business Career Center January 2014 - May 2014
North American Wholesale Florist, Inc. May 2008 - August 2013
B&G Milkyway July 2009 - October 2011
Westward Ho Country Club October 2010 - March 2011
American Eagle Outfitters November 2010 - February 2011
Skills
Leadership, Customer Service, Time Management, High Pressure..., Strategic Thinking, Written & Verbal..., Creative Problem Solving, Analytics, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Research, Public Speaking, Sales, Microsoft Office, Marketing, Communication
Education
University of Minnesota-Twin Cities 2012 — 2016
Washington High School 2008 — 2012
Merrill Lynch August 2014 - Present
Merrill Lynch June 2014 - August 2014
Carlson School of Management - Graduate Business Career Center January 2014 - May 2014
North American Wholesale Florist, Inc. May 2008 - August 2013
B&G Milkyway July 2009 - October 2011
Westward Ho Country Club October 2010 - March 2011
American Eagle Outfitters November 2010 - February 2011
Skills
Leadership, Customer Service, Time Management, High Pressure..., Strategic Thinking, Written & Verbal..., Creative Problem Solving, Analytics, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Research, Public Speaking, Sales, Microsoft Office, Marketing, Communication
Education
University of Minnesota-Twin Cities 2012 — 2016
Washington High School 2008 — 2012
Randall Rhyner Randall Rhyner's Merrill Lynch Experience August 1999 - June 2009
Job Vice President/Financial Advisor at Smith, Moore & Company
Industry Financial Services
Experience
Smith, Moore & Company June 2009 - Present
Merrill Lynch August 1999 - June 2009
Commerce Bank 1990 - August 1999
Skills
Series 6, Series 7, Series 31, Series 63, Series 65, Insurance Licenses..., Retirement Planning, Portfolio Management, 401K plans, Investment Strategies, Insurance
Education
University of Missouri-Columbia 1980 — 1984
BA, Economics
Smith, Moore & Company June 2009 - Present
Merrill Lynch August 1999 - June 2009
Commerce Bank 1990 - August 1999
Skills
Series 6, Series 7, Series 31, Series 63, Series 65, Insurance Licenses..., Retirement Planning, Portfolio Management, 401K plans, Investment Strategies, Insurance
Education
University of Missouri-Columbia 1980 — 1984
BA, Economics
Leslie Kollar Leslie Kollar's Merrill Lynch Experience May 2003 - January 2005
Job Client Associate
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Enterprise Bank & Trust November 2012 - June 2015
Heartland Bank January 2009 - September 2012
National City Bank February 2006 - March 2008
Merrill Lynch May 2003 - January 2005
Skills
Dedicated, Reliable, Fast Learner, Analytical Skills, Communication Skills, Customer Service, Banking, Team Management, Compliance, Policy Writing
Education
University of Missouri-Columbia 2001 — 2005
BS, Business Administration; Finance & Banking
J.P. Morgan July 2015 - Present
Enterprise Bank & Trust November 2012 - June 2015
Heartland Bank January 2009 - September 2012
National City Bank February 2006 - March 2008
Merrill Lynch May 2003 - January 2005
Skills
Dedicated, Reliable, Fast Learner, Analytical Skills, Communication Skills, Customer Service, Banking, Team Management, Compliance, Policy Writing
Education
University of Missouri-Columbia 2001 — 2005
BS, Business Administration; Finance & Banking
George Thomas Escousse George Thomas Escousse's Merrill Lynch Experience March 2012 - December 2012
Job Financial Analyst II at Ochsner Health System.
Industry Hospital & Health Care
Experience
Ochsner Health System. July 2013 - Present
Atkins International LLC January 2013 - June 2013
Merrill Lynch March 2012 - December 2012
Morgan Stanley Smith Barney 2010 - 2012
Office of James Carville and Mary Matalin May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Criminal District Court Judge Cynthia Kent May 2006 - August 2006
Skills
Strategic Financial..., Financial Analysis, Retirement Planning, Wealth Management, Portfolio Management, Asset Managment, Series 7, Equities, Finance, Analysis, Microsoft Excel, PowerPoint, Series 63, Customer Service, Banking, Sales
Education
University of Mississippi 2006 — 2010
Bachelor of Business Administration, Managerial Finance
University of New Orleans
Master of Business Administration (M.B.A.)
Ochsner Health System. July 2013 - Present
Atkins International LLC January 2013 - June 2013
Merrill Lynch March 2012 - December 2012
Morgan Stanley Smith Barney 2010 - 2012
Office of James Carville and Mary Matalin May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Criminal District Court Judge Cynthia Kent May 2006 - August 2006
Skills
Strategic Financial..., Financial Analysis, Retirement Planning, Wealth Management, Portfolio Management, Asset Managment, Series 7, Equities, Finance, Analysis, Microsoft Excel, PowerPoint, Series 63, Customer Service, Banking, Sales
Education
University of Mississippi 2006 — 2010
Bachelor of Business Administration, Managerial Finance
University of New Orleans
Master of Business Administration (M.B.A.)
Jon Chase Jon Chase's Merrill Lynch Experience December 2007 - January 2009
Job Agent at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance September 2011 - Present
State Farm Insurance September 2009 - September 2011
Merrill Lynch December 2007 - January 2009
LaSalle Bank N.A. June 2003 - December 2007
Education
University of Missouri-Columbia 1998 — 2002
BSBA, International Business & Finance
Duchesne High School 1994 — 1998
State Farm Insurance September 2011 - Present
State Farm Insurance September 2009 - September 2011
Merrill Lynch December 2007 - January 2009
LaSalle Bank N.A. June 2003 - December 2007
Education
University of Missouri-Columbia 1998 — 2002
BSBA, International Business & Finance
Duchesne High School 1994 — 1998
Stuart A. Weinstein Stuart A. Weinstein's Merrill Lynch Experience February 1982 - September 1995
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
UBS Financial Services, Inc. April 2003 - February 2013
Credit Suisse (Donaldson, Lufkin and Jenrette) September 1995 - March 2003
Merrill Lynch February 1982 - September 1995
Skills
Investments
Education
University of Missouri-Columbia 1972 — 1976
BSBA, Accounting and Finance
Wells Fargo Advisors, LLC February 2013 - Present
UBS Financial Services, Inc. April 2003 - February 2013
Credit Suisse (Donaldson, Lufkin and Jenrette) September 1995 - March 2003
Merrill Lynch February 1982 - September 1995
Skills
Investments
Education
University of Missouri-Columbia 1972 — 1976
BSBA, Accounting and Finance
Thomas Hagen Thomas Hagen's Merrill Lynch Experience August 2012 - Present
Job Investment Manager Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2012 - Present
Merrill Lynch July 2000 - July 2012
Skills
Wealth Management, Fixed Income, Asset Managment, Credit Risk, Corporate Finance, Financial Services, Series 7, Retirement Planning, Financial Analysis, Financial Modeling, Qualitative Research, Frontier Markets, International Business, Emerging Markets, Financial Markets
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
University of Missouri-Columbia 1991 — 1996
Bachelor of Arts (B.A.), Psychology
Merrill Lynch August 2012 - Present
Merrill Lynch July 2000 - July 2012
Skills
Wealth Management, Fixed Income, Asset Managment, Credit Risk, Corporate Finance, Financial Services, Series 7, Retirement Planning, Financial Analysis, Financial Modeling, Qualitative Research, Frontier Markets, International Business, Emerging Markets, Financial Markets
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
University of Missouri-Columbia 1991 — 1996
Bachelor of Arts (B.A.), Psychology
Scott Holder Scott Holder's Merrill Lynch Experience November 2007 - October 2012
Job Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2012 - Present
Merrill Lynch November 2007 - October 2012
UMB Bank July 1999 - November 2007
Education
University of Missouri-Columbia 1993 — 1997
Bachelor of Business Administration (BBA), Finance
RBC Wealth Management October 2012 - Present
Merrill Lynch November 2007 - October 2012
UMB Bank July 1999 - November 2007
Education
University of Missouri-Columbia 1993 — 1997
Bachelor of Business Administration (BBA), Finance
Brian Take, CSSC's Merrill Lynch Experience August 2009 - October 2011
Job Settlement Consultant
Industry Financial Services
Experience
Wealth Link July 2012 - Present
First Bank August 2011 - July 2012
Merrill Lynch August 2009 - October 2011
Education
University of Missouri-Columbia, College of Business 2000 — 2004
BS/BA, Finance and Banking
Wealth Link July 2012 - Present
First Bank August 2011 - July 2012
Merrill Lynch August 2009 - October 2011
Education
University of Missouri-Columbia, College of Business 2000 — 2004
BS/BA, Finance and Banking
Ramsey Jarun Ramsey Jarun's Merrill Lynch Experience June 2012 - August 2012
Job Account Manager at Randstad Technologies US
Industry Financial Services
Experience
Randstad Technologies US September 2014 - Present
Northwestern Mutual April 2014 - September 2014
Merrill Lynch June 2012 - August 2012
Supreme Lending December 2011 - January 2012
Skills
Investments, Life Insurance, Retirement Planning, Real Estate, Microsoft Word
Education
University of Mississippi 2009 — 2013
Bachelor of Business Administration (BBA), Real Estate
Randstad Technologies US September 2014 - Present
Northwestern Mutual April 2014 - September 2014
Merrill Lynch June 2012 - August 2012
Supreme Lending December 2011 - January 2012
Skills
Investments, Life Insurance, Retirement Planning, Real Estate, Microsoft Word
Education
University of Mississippi 2009 — 2013
Bachelor of Business Administration (BBA), Real Estate
Gary Baker Gary Baker's Merrill Lynch Experience February 2005 - February 2009
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Merrill Lynch February 2005 - February 2009
Morgan Stanley Dean Witter September 1998 - February 2005
Skills
Investments, Financial Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Finance, Retirement, Management, Wealth Management, Series 7, Financial Analysis, Mutual Funds, Team Building, Insurance
Education
Washington University in St. Louis - Olin Business School 2002 — 2005
MBA, Business
University of Missouri-Columbia 1994 — 1998
Personal Finance, Business and Personal Finance
Wells Fargo Advisors February 2009 - Present
Merrill Lynch February 2005 - February 2009
Morgan Stanley Dean Witter September 1998 - February 2005
Skills
Investments, Financial Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Finance, Retirement, Management, Wealth Management, Series 7, Financial Analysis, Mutual Funds, Team Building, Insurance
Education
Washington University in St. Louis - Olin Business School 2002 — 2005
MBA, Business
University of Missouri-Columbia 1994 — 1998
Personal Finance, Business and Personal Finance
Sherry Anselmo Sherry Anselmo's Merrill Lynch Experience June 1984 - July 1994
Job Investment and Consulting Services
Industry Financial Services
Experience
TD Ameritrade 2013 - Present
Championship Volleyball, Inc. 2011 - 2012
Wachovia Securities Financial Network May 2001 - June 2005
Soloman Smith Barney July 1995 - May 2001
Merrill Lynch June 1984 - July 1994
Skills
Investments, Sports, Strategic Planning, Marketing Strategy, Sales, CRM, Entrepreneurship, Marketing, Management, Athletics, Mergers & Acquisitions, Leadership, Event Planning, Finance
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Finance
TD Ameritrade 2013 - Present
Championship Volleyball, Inc. 2011 - 2012
Wachovia Securities Financial Network May 2001 - June 2005
Soloman Smith Barney July 1995 - May 2001
Merrill Lynch June 1984 - July 1994
Skills
Investments, Sports, Strategic Planning, Marketing Strategy, Sales, CRM, Entrepreneurship, Marketing, Management, Athletics, Mergers & Acquisitions, Leadership, Event Planning, Finance
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Finance
Bill Kempffer's Merrill Lynch Experience 1974 - 1989
Job President/Chief Instructor at Deep River Sporting Clays and Shooting School
Industry Recreational Facilities and Services
Experience
Deep River Sporting Clays and Shooting School January 1989 - Present
Merrill Lynch 1974 - 1989
U.S. Marine Corps Reserves 1976 - 1980
U.S. Marine Corp 1966 - 1972
Skills
Hunting, Marketing Strategy, Sports, Outdoors, Public Speaking, Event Management, Public Relations, Sales Management, Trade Shows, Team Building, Coaching, Strategic Planning, Event Planning, Customer Service, New Business Development, Retail, Marketing, Social Media, Budgets, Training, Small Business, Outdoor Recreation, Tactics
Education
United States Marine Corps 1966 — 1972
University of Missouri-Columbia
Economics
Deep River Sporting Clays and Shooting School January 1989 - Present
Merrill Lynch 1974 - 1989
U.S. Marine Corps Reserves 1976 - 1980
U.S. Marine Corp 1966 - 1972
Skills
Hunting, Marketing Strategy, Sports, Outdoors, Public Speaking, Event Management, Public Relations, Sales Management, Trade Shows, Team Building, Coaching, Strategic Planning, Event Planning, Customer Service, New Business Development, Retail, Marketing, Social Media, Budgets, Training, Small Business, Outdoor Recreation, Tactics
Education
United States Marine Corps 1966 — 1972
University of Missouri-Columbia
Economics
Alyssa Klein's Merrill Lynch Experience September 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
The Olinger Group February 2012 - September 2013
Skills
Marketing Research, Marketing Strategy, Strategy, Marketing, Social Media Marketing, Project Management, Account Management, Business Development, Social Media
Education
University of Mississippi 2010 — 2011
Master of Business Administration (MBA)
University of Mississippi 2006 — 2010
Bachelor, Business Administration; Marketing
Merrill Lynch September 2013 - Present
The Olinger Group February 2012 - September 2013
Skills
Marketing Research, Marketing Strategy, Strategy, Marketing, Social Media Marketing, Project Management, Account Management, Business Development, Social Media
Education
University of Mississippi 2010 — 2011
Master of Business Administration (MBA)
University of Mississippi 2006 — 2010
Bachelor, Business Administration; Marketing
Dee Dozier's Merrill Lynch Experience October 2014 - Present
Job Merrill Lynch Wealth Management/Venture Services
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Education
University of Mississippi 1996 — 2000
Bachelor of Arts (B.A.), Theater and English
Merrill Lynch October 2014 - Present
Education
University of Mississippi 1996 — 2000
Bachelor of Arts (B.A.), Theater and English
Vicky Vogel-Iturri, CFP® Vicky Vogel-Iturri, CFP®'s Merrill Lynch Experience February 2006 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2006 - Present
Morgan Stanley July 1999 - February 2006
Skills
Certified Financial..., fluent in Spanish, Retirement Planning, Investments, Financial Planning, Insurance, Portfolio Management, Wealth Management, Series 7, Asset Allocation, Financial Planners, Strategic Financial..., Finance, Wealth Management..., Investment Strategies, Investment Advisory, 401k, Retirement, Estate Planning, Securities, Series 63, Fixed Annuities, IRAs, Asset Management
Education
University of Missouri-Columbia
Saint Louis University, Madrid Campus
Merrill Lynch February 2006 - Present
Morgan Stanley July 1999 - February 2006
Skills
Certified Financial..., fluent in Spanish, Retirement Planning, Investments, Financial Planning, Insurance, Portfolio Management, Wealth Management, Series 7, Asset Allocation, Financial Planners, Strategic Financial..., Finance, Wealth Management..., Investment Strategies, Investment Advisory, 401k, Retirement, Estate Planning, Securities, Series 63, Fixed Annuities, IRAs, Asset Management
Education
University of Missouri-Columbia
Saint Louis University, Madrid Campus
Carolyn Vertovec, CFP(r) Carolyn Vertovec, CFP(r)'s Merrill Lynch Experience April 2012 - Present
Job Assistant Vice President, Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Merrill Lynch 2010 - 2012
Larson Financial Services 2009 - 2010
Merrill Lynch 2006 - 2009
Whitman-Walker Clinic 2000 - 2006
Center for Women Business Owners 1998 - 2000
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Advisory, Project Planning, Mutual Funds, Asset Allocation, Series 7, Uniform Combined State..., Portfolio Management, Series 63, Investments, Securities, Asset Management, Wealth Management..., Series 65, Financial Goals, Fixed Annuities, 401k Rollovers, IRAs, Variable Annuities, ETFs, Fixed Income, Investment Management, Bonds, Personal Financial..., Cash Management, 401k, Equities
Education
University of Missouri-Columbia 1994 — 1998
Bachelors, History, French, Finance
St. Joseph's Academy 1990 — 1994
Merrill Lynch April 2012 - Present
Merrill Lynch 2010 - 2012
Larson Financial Services 2009 - 2010
Merrill Lynch 2006 - 2009
Whitman-Walker Clinic 2000 - 2006
Center for Women Business Owners 1998 - 2000
Skills
Retirement Planning, Wealth Management, Estate Planning, Financial Advisory, Project Planning, Mutual Funds, Asset Allocation, Series 7, Uniform Combined State..., Portfolio Management, Series 63, Investments, Securities, Asset Management, Wealth Management..., Series 65, Financial Goals, Fixed Annuities, 401k Rollovers, IRAs, Variable Annuities, ETFs, Fixed Income, Investment Management, Bonds, Personal Financial..., Cash Management, 401k, Equities
Education
University of Missouri-Columbia 1994 — 1998
Bachelors, History, French, Finance
St. Joseph's Academy 1990 — 1994
AnnaMarie Ronning AnnaMarie Ronning's Merrill Lynch Experience January 2015 - Present
Job Team Financial Advisor | Sharma Wealth Management Group | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
MN Wedding Blessings, LLC 2001 - 2014
CBS News Reporter, Producer, Editor and Contributor January 1992 - January 2000
CBS Radio WLTE-FM RADIO 1996 - 2000
CBS News WCCO-AM RADIO 1992 - 1993
KUOM-AM RADIO University of Minnesota Public Radio 1989 - 1992
Skills
Public Speaking, Public Relations, Event Planning, Social Media Marketing, Marketing, Advertising, Marketing Strategy, Facebook, Copywriting, Customer Service, Market Planning, Relationship Building, New Business Development, Direct Mail, Web Design/Content, Blogging, Sales, Marketing Communications, Editing
Education
University of Minnesota-Twin Cities 1989 — 2013
Bachelor's Degree, English Major Gender, Women, and Sexuality Studies Minor
Merrill Lynch January 2015 - Present
MN Wedding Blessings, LLC 2001 - 2014
CBS News Reporter, Producer, Editor and Contributor January 1992 - January 2000
CBS Radio WLTE-FM RADIO 1996 - 2000
CBS News WCCO-AM RADIO 1992 - 1993
KUOM-AM RADIO University of Minnesota Public Radio 1989 - 1992
Skills
Public Speaking, Public Relations, Event Planning, Social Media Marketing, Marketing, Advertising, Marketing Strategy, Facebook, Copywriting, Customer Service, Market Planning, Relationship Building, New Business Development, Direct Mail, Web Design/Content, Blogging, Sales, Marketing Communications, Editing
Education
University of Minnesota-Twin Cities 1989 — 2013
Bachelor's Degree, English Major Gender, Women, and Sexuality Studies Minor
Rudy Jones, CPA Rudy Jones, CPA's Merrill Lynch Experience June 2010 - August 2011
Job Analyst at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting July 2015 - Present
KPMG US August 2013 - Present
The Kroenke Group June 2011 - August 2011
Merrill Lynch June 2010 - August 2011
Skills
US GAAP, CPA, Financial Reporting, Internal Controls, IFRS, Financial Modeling, External Audit, Corporate Finance, Financial Analysis, Personal Tax Planning, Finance, Auditing, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, PowerPoint, Portfolio Management, Equity Research Analysis, Due Diligence, Transaction Advisory...
Education
University of Missouri-Columbia 2012 — 2013
Masters of Accountancy, Accounting
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Riveron Consulting July 2015 - Present
KPMG US August 2013 - Present
The Kroenke Group June 2011 - August 2011
Merrill Lynch June 2010 - August 2011
Skills
US GAAP, CPA, Financial Reporting, Internal Controls, IFRS, Financial Modeling, External Audit, Corporate Finance, Financial Analysis, Personal Tax Planning, Finance, Auditing, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, PowerPoint, Portfolio Management, Equity Research Analysis, Due Diligence, Transaction Advisory...
Education
University of Missouri-Columbia 2012 — 2013
Masters of Accountancy, Accounting
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Amanda McDonough Amanda McDonough's Merrill Lynch Experience June 2015 - August 2015
Job Student at University of MissouriColumbia
Industry
Experience
Merrill Lynch June 2015 - August 2015
Education
University of Missouri-Columbia 2013 — 2017
History
Merrill Lynch June 2015 - August 2015
Education
University of Missouri-Columbia 2013 — 2017
History
Sophia Zabaneh's Merrill Lynch Experience 2007 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2007 - Present
J & L Marketing 2003 - 2010
Skills
Account Management, Alternative Investments, Customer Service, Equities, Finance, Financial Analysis, Financial Modeling, Investment Advisory, Investments, Marketing, Microsoft Excel, Microsoft Office, Portfolio Management, Retirement Planning, Sales, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Strategic Planning, Series 63
Education
University of Mississippi 2002 — 2006
Business
duPont Manual
Merrill Lynch 2007 - Present
J & L Marketing 2003 - 2010
Skills
Account Management, Alternative Investments, Customer Service, Equities, Finance, Financial Analysis, Financial Modeling, Investment Advisory, Investments, Marketing, Microsoft Excel, Microsoft Office, Portfolio Management, Retirement Planning, Sales, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Strategic Planning, Series 63
Education
University of Mississippi 2002 — 2006
Business
duPont Manual
Selden Martin Selden Martin's Merrill Lynch Experience February 2009 - May 2011
Job Managing Director at Visionary Wealth Advisors
Industry Financial Services
Experience
Visionary Wealth Advisors April 2015 - Present
Altius Learning September 2012 - April 2015
UBS Wealth Management September 2011 - June 2012
Merrill Lynch February 2009 - May 2011
Merrill Lynch September 2005 - February 2010
Merrill Lynch March 2004 - September 2005
Merrill Lynch June 2002 - March 2004
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Asset Managment, Securities, Alternative Investments, Equities, Strategic Financial...
Education
University of Missouri-Columbia 1980 — 1981
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance, General
Visionary Wealth Advisors April 2015 - Present
Altius Learning September 2012 - April 2015
UBS Wealth Management September 2011 - June 2012
Merrill Lynch February 2009 - May 2011
Merrill Lynch September 2005 - February 2010
Merrill Lynch March 2004 - September 2005
Merrill Lynch June 2002 - March 2004
Skills
Wealth Management, Series 7, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Investment Advisory, Asset Managment, Securities, Alternative Investments, Equities, Strategic Financial...
Education
University of Missouri-Columbia 1980 — 1981
Master of Business Administration (M.B.A.), Finance, General
University of Missouri-Columbia 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance, General
Ian Fletcher AIF®'s Merrill Lynch Experience September 2012 - December 2013
Job Internal Wholesaler at Symetra
Industry Financial Services
Experience
Symetra March 2015 - Present
Natixis Global Asset Management December 2013 - March 2015
Merrill Lynch September 2012 - December 2013
Liberty Mutual Insurance July 2009 - September 2012
Dell June 2008 - January 2009
University of Mississippi August 2003 - May 2008
Skills
Mutual Funds, Insurance, Fiduciary Services, Securities, 401k, Sales, Series 7, Investments, Life Insurance, Fixed Annuities, Banking, Microsoft Excel, Financial Analysis, Property & Casualty..., Liability, Asset Allocation, Term Life Insurance, Umbrella Insurance, Event Planning, Microsoft Office, Accounting, Project Management, Accounts Payable, Business Networking, Financial Accounting, Computer Proficiency, Human Resources, Variable Annuities, Wealth Management, Financial Services, Uniform Combined State..., Retirement Planning, Marketing, Finance, Series 65, Series 63, Fiduciary, IRAs, Networking
Education
University of Mississippi - School of Business Administration 2003 — 2008
Bachelors in Business Administration, Business Management
Symetra March 2015 - Present
Natixis Global Asset Management December 2013 - March 2015
Merrill Lynch September 2012 - December 2013
Liberty Mutual Insurance July 2009 - September 2012
Dell June 2008 - January 2009
University of Mississippi August 2003 - May 2008
Skills
Mutual Funds, Insurance, Fiduciary Services, Securities, 401k, Sales, Series 7, Investments, Life Insurance, Fixed Annuities, Banking, Microsoft Excel, Financial Analysis, Property & Casualty..., Liability, Asset Allocation, Term Life Insurance, Umbrella Insurance, Event Planning, Microsoft Office, Accounting, Project Management, Accounts Payable, Business Networking, Financial Accounting, Computer Proficiency, Human Resources, Variable Annuities, Wealth Management, Financial Services, Uniform Combined State..., Retirement Planning, Marketing, Finance, Series 65, Series 63, Fiduciary, IRAs, Networking
Education
University of Mississippi - School of Business Administration 2003 — 2008
Bachelors in Business Administration, Business Management
Kirsten Schubring Kirsten Schubring's Merrill Lynch Experience January 2013 - August 2014
Job Financial Advisor, CRPC at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. August 2014 - Present
Merrill Lynch January 2013 - August 2014
Wells Fargo Investments May 2004 - February 2005
Smead Investment Group March 2003 - May 2004
Smith Barney March 1998 - March 2003
Badgley Phelps Investment Managers 1995 - 1998
Education
University of Minnesota-Twin Cities 1991 — 1994
Bachelor's degree, History
Apple Valley HS
UBS Financial Services, Inc. August 2014 - Present
Merrill Lynch January 2013 - August 2014
Wells Fargo Investments May 2004 - February 2005
Smead Investment Group March 2003 - May 2004
Smith Barney March 1998 - March 2003
Badgley Phelps Investment Managers 1995 - 1998
Education
University of Minnesota-Twin Cities 1991 — 1994
Bachelor's degree, History
Apple Valley HS
Breann Beckman's Merrill Lynch Experience May 2012 - February 2013
Job Associate Producer at CPC Intersect
Industry Market Research
Experience
CPC Intersect February 2015 - Present
Vision Critical June 2014 - February 2015
Gabriel deGrood Bendt August 2013 - June 2014
Ginger Consulting April 2012 - December 2013
Periscope July 2011 - December 2013
Merrill Lynch May 2012 - February 2013
Skills
Advertising, Social Networking, Marketing, Social Media, Market Research, Marketing Communications, Facebook, Event Based Marketing, Project Management, Production Planning, Production Management, Leadership, Marketing Research, Marketing Strategy, Sales, Organizing, Time Management, Email Marketing, Media Planning, Social Media Marketing, Brand Communication, Customer Relations, Data Analysis, Inventory Management, Multimedia Marketing..., Digital Marketing, PowerPoint, Event Management
Education
University of Minnesota-Twin Cities 2010 — 2013
Business and Marketing, Marketing, Deans List
University of Wisconsin-Stevens Point 2008 — 2009
CPC Intersect February 2015 - Present
Vision Critical June 2014 - February 2015
Gabriel deGrood Bendt August 2013 - June 2014
Ginger Consulting April 2012 - December 2013
Periscope July 2011 - December 2013
Merrill Lynch May 2012 - February 2013
Skills
Advertising, Social Networking, Marketing, Social Media, Market Research, Marketing Communications, Facebook, Event Based Marketing, Project Management, Production Planning, Production Management, Leadership, Marketing Research, Marketing Strategy, Sales, Organizing, Time Management, Email Marketing, Media Planning, Social Media Marketing, Brand Communication, Customer Relations, Data Analysis, Inventory Management, Multimedia Marketing..., Digital Marketing, PowerPoint, Event Management
Education
University of Minnesota-Twin Cities 2010 — 2013
Business and Marketing, Marketing, Deans List
University of Wisconsin-Stevens Point 2008 — 2009
Benton Turnage Benton Turnage's Merrill Lynch Experience November 2009 - August 2011
Job Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
Bank of America August 2011 - August 2012
Merrill Lynch November 2009 - August 2011
Skills
Series 7, Asset Management, High Net Worth..., Alternative Investments, Private Banking, Investment Strategies, Series 63, Credit, Hedge Funds, Finance, Investments, Wealth Management, Wealth Management..., Asset Allocation, Mutual Funds, Retirement Planning, Equities, Fixed Income
Education
University of Mississippi 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics
J.P. Morgan September 2012 - Present
Bank of America August 2011 - August 2012
Merrill Lynch November 2009 - August 2011
Skills
Series 7, Asset Management, High Net Worth..., Alternative Investments, Private Banking, Investment Strategies, Series 63, Credit, Hedge Funds, Finance, Investments, Wealth Management, Wealth Management..., Asset Allocation, Mutual Funds, Retirement Planning, Equities, Fixed Income
Education
University of Mississippi 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics
Sean Shaughnessey's Merrill Lynch Experience October 2005 - June 2007
Job Financial Advisor at Independent Financial Group LLC
Industry Investment Management
Experience
Independent Financial Group LLC September 2014 - Present
Health Sabbatical April 2011 - September 2014
S.P. Shaughnessey & Company March 2002 - April 2011
Advanced Equities June 2007 - March 2010
Merrill Lynch October 2005 - June 2007
A.G. Edwards & Sons, Inc. June 1998 - March 2002
Merrill Lynch July 1995 - June 1998
Skills
Finance, Entrepreneurship, Leadership, Investments, Financial Planning, Strategic Planning, Investment Management, Wealth Management, Asset Management, Management, Financial Advisory, Financial Services, Small Business, Securities, Venture Capital, Insurance, Investment Advisory, Marketing, Retirement Planning
Education
University of Missouri-Columbia 1990 — 1994
BA, History
The Academy of the New Church 1987 — 1990
Independent Financial Group LLC September 2014 - Present
Health Sabbatical April 2011 - September 2014
S.P. Shaughnessey & Company March 2002 - April 2011
Advanced Equities June 2007 - March 2010
Merrill Lynch October 2005 - June 2007
A.G. Edwards & Sons, Inc. June 1998 - March 2002
Merrill Lynch July 1995 - June 1998
Skills
Finance, Entrepreneurship, Leadership, Investments, Financial Planning, Strategic Planning, Investment Management, Wealth Management, Asset Management, Management, Financial Advisory, Financial Services, Small Business, Securities, Venture Capital, Insurance, Investment Advisory, Marketing, Retirement Planning
Education
University of Missouri-Columbia 1990 — 1994
BA, History
The Academy of the New Church 1987 — 1990
David Maynard David Maynard's Merrill Lynch Experience November 2000 - November 2002
Job Maynard & Associates Wealth Management/ Helping people retire with confidence
Industry Financial Services
Experience
Maynard & Associates Wealth Management January 2014 - Present
High Point Bank January 2013 - December 2013
PNC June 2012 - January 2013
MassMutual Financial Group October 2011 - June 2012
Southern Community Bank and Trust September 2005 - October 2011
Southern Community Bank and Trust (Now Capital Bank) November 2002 - September 2005
Merrill Lynch November 2000 - November 2002
Wheat First Securities Inc June 1999 - November 2000
WTVF 1997 - 1999
WGHP 1994 - 1997
Skills
Wealth Management, Asset Management, Trust Services, Banking, Social Security, Retirement Planning, Financial Planning, Financial Advisory, Financial Services, Program Management, Sales Management, Investments, Variable Annuities, Fixed Annuities, Alternative Investments, Life Insurance, Long Term Care Insurance, Broadcast Journalism, Public Speaking, Customer-focused Service, Client Relations, Marketing Communications, Business Strategy, Entrepreneurship, Public Relations, Storytelling, News Writing, Creative Writing
Education
Vanderbilt University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Columbia 1990 — 1992
Master of Arts (M.A.), Broadcast Journalism
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Maynard & Associates Wealth Management January 2014 - Present
High Point Bank January 2013 - December 2013
PNC June 2012 - January 2013
MassMutual Financial Group October 2011 - June 2012
Southern Community Bank and Trust September 2005 - October 2011
Southern Community Bank and Trust (Now Capital Bank) November 2002 - September 2005
Merrill Lynch November 2000 - November 2002
Wheat First Securities Inc June 1999 - November 2000
WTVF 1997 - 1999
WGHP 1994 - 1997
Skills
Wealth Management, Asset Management, Trust Services, Banking, Social Security, Retirement Planning, Financial Planning, Financial Advisory, Financial Services, Program Management, Sales Management, Investments, Variable Annuities, Fixed Annuities, Alternative Investments, Life Insurance, Long Term Care Insurance, Broadcast Journalism, Public Speaking, Customer-focused Service, Client Relations, Marketing Communications, Business Strategy, Entrepreneurship, Public Relations, Storytelling, News Writing, Creative Writing
Education
Vanderbilt University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Columbia 1990 — 1992
Master of Arts (M.A.), Broadcast Journalism
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Travis Severson Travis Severson's Merrill Lynch Experience April 2009 - May 2015
Job Senior Client Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch April 2009 - May 2015
Bank of America June 2005 - April 2009
Skills
Research, Credit, Banking, Financial Analysis, Budgets, Strategic Planning, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Sociology
Virginia Commonwealth University
Bachelor of Science (B.S.)
Bank of America Merrill Lynch June 2015 - Present
Merrill Lynch April 2009 - May 2015
Bank of America June 2005 - April 2009
Skills
Research, Credit, Banking, Financial Analysis, Budgets, Strategic Planning, Leadership
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Sociology
Virginia Commonwealth University
Bachelor of Science (B.S.)
Wyatt Swartz Wyatt Swartz's Merrill Lynch Experience June 2010 - August 2010
Job Investment Adviser at W. Swartz & Co.
Industry Financial Services
Experience
W. Swartz & Co., LLC May 2015 - Present
Fisher Investments October 2014 - April 2015
Renaissance Financial September 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Skills
Strategy, Finance, Management, Small Business, Series 7, Financial Analysis, Retirement Planning, Banking, Investments, Portfolio Management, FINRA
Education
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration
University of Missouri-Columbia
Bachelor of Arts (BA), History
W. Swartz & Co., LLC May 2015 - Present
Fisher Investments October 2014 - April 2015
Renaissance Financial September 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Skills
Strategy, Finance, Management, Small Business, Series 7, Financial Analysis, Retirement Planning, Banking, Investments, Portfolio Management, FINRA
Education
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration
University of Missouri-Columbia
Bachelor of Arts (BA), History
Antony Fisher's Merrill Lynch Experience January 2008 - December 2008
Job Account Executive at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS July 2010 - Present
Ameriprise March 2009 - May 2010
Merrill Lynch January 2008 - December 2008
GSF Mortgage July 2001 - December 2007
K and M Title July 2001 - October 2007
United States Army February 1995 - February 2002
Skills
Series 7, Mortgage Lending, Mutual Funds, Life Insurance, Analysis, Financial Services, Marketing, Sales, Financial Analysis, Customer Service, Leadership, Salesforce.com, Account Management, Strategic Planning, Recruiting, New Business Development, Microsoft Word, Social Networking, Wealth Management, Insurance, Event Planning
Education
Southern University 1998 — 2000
BS, Business Management
University of Minnesota-Twin Cities 1991 — 1994
Accounting
UPS July 2010 - Present
Ameriprise March 2009 - May 2010
Merrill Lynch January 2008 - December 2008
GSF Mortgage July 2001 - December 2007
K and M Title July 2001 - October 2007
United States Army February 1995 - February 2002
Skills
Series 7, Mortgage Lending, Mutual Funds, Life Insurance, Analysis, Financial Services, Marketing, Sales, Financial Analysis, Customer Service, Leadership, Salesforce.com, Account Management, Strategic Planning, Recruiting, New Business Development, Microsoft Word, Social Networking, Wealth Management, Insurance, Event Planning
Education
Southern University 1998 — 2000
BS, Business Management
University of Minnesota-Twin Cities 1991 — 1994
Accounting
William H. (Bill) Sewell William H. (Bill) Sewell's Merrill Lynch Experience November 1980 - March 1983
Job Managing Director / Producing Branch Complex Manager at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
BB&T Scott & Stringfellow April 2014 - Present
Wells Fargo Advisors August 2013 - April 2014
Robert W. Baird & Co. May 2010 - August 2013
Morgan Stanley Smith Barney March 1983 - May 2010
Merrill Lynch November 1980 - March 1983
Education
University of Mississippi 1975 — 1979
Kiki Chosid Kiki Chosid's Merrill Lynch Experience May 2006 - August 2006
Job Sales Goal and Customer Relationship Oriented
Industry Printing
Experience
RotoMetrics January 2014 - Present
Conversource, Inc October 2009 - May 2013
Gateway Packaging Company August 2008 - August 2009
Prime Package & Label January 2008 - July 2009
Merrill Lynch May 2006 - August 2006
Skills
Customer Oriented, Hands-on Problem Solver, Flexo, Flexographic Product..., Packaging, Key Account Management, Sales Management, Goldmine, Peachtree, Building Relationships, Trade Show Exhibitor, Product Marketing, Upselling, Contact Development, Goal Oriented, Quota Achievement, Quota Management, Product Training, Employee Training, Sales Hiring, Competency Based..., Sales Representative..., New Business Development, Labels, Management, Offset Printing, Account Management, Trade Shows, Product Development, business to business..., B2B, CRM, Inventory Management, Marketing, Problem Solving, Sales, Selling
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Sciences, Apparel and Textile Marketing Management
Parkway Central High School 1998 — 2002
RotoMetrics January 2014 - Present
Conversource, Inc October 2009 - May 2013
Gateway Packaging Company August 2008 - August 2009
Prime Package & Label January 2008 - July 2009
Merrill Lynch May 2006 - August 2006
Skills
Customer Oriented, Hands-on Problem Solver, Flexo, Flexographic Product..., Packaging, Key Account Management, Sales Management, Goldmine, Peachtree, Building Relationships, Trade Show Exhibitor, Product Marketing, Upselling, Contact Development, Goal Oriented, Quota Achievement, Quota Management, Product Training, Employee Training, Sales Hiring, Competency Based..., Sales Representative..., New Business Development, Labels, Management, Offset Printing, Account Management, Trade Shows, Product Development, business to business..., B2B, CRM, Inventory Management, Marketing, Problem Solving, Sales, Selling
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Sciences, Apparel and Textile Marketing Management
Parkway Central High School 1998 — 2002
Eric B. Wagner (E.B.)'s Merrill Lynch Experience August 2015 - Present
Job Financial Advisor Trainee
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
StyleCraft Home Collections, Inc. March 2013 - August 2015
ADT Security Services, Inc. September 2012 - February 2013
Perrigo Company plc February 2011 - September 2012
Skills
Brand Management, Sales, Product Development, Retail, Market Planning, Marketing, New Business Development, Account Management, Consumer Products, Market Research, Competitive Analysis, Forecasting, Key Account Management, Pricing, Sales Management, Strategic Planning
Education
University of Mississippi 2005 — 2009
Liberal Arts, Poltical Science
VES
Merrill Lynch August 2015 - Present
StyleCraft Home Collections, Inc. March 2013 - August 2015
ADT Security Services, Inc. September 2012 - February 2013
Perrigo Company plc February 2011 - September 2012
Skills
Brand Management, Sales, Product Development, Retail, Market Planning, Marketing, New Business Development, Account Management, Consumer Products, Market Research, Competitive Analysis, Forecasting, Key Account Management, Pricing, Sales Management, Strategic Planning
Education
University of Mississippi 2005 — 2009
Liberal Arts, Poltical Science
VES
Maureen Collins Maureen Collins's Merrill Lynch Experience January 1988 - June 1989
Job National Sales Executive at DC Group
Industry Facilities Services
Experience
DC Group March 2010 - Present
Fridley Community Theatre January 2010 - March 2012
Fridley School District April 2006 - March 2010
O'Kane Properties July 1997 - December 2009
Qwest Communications January 1990 - July 1997
Merrill Lynch January 1988 - June 1989
International Multi-Media Promotions June 1981 - January 1988
Skills
Promotions, Marketing Strategy, Marketing, Public Relations, Sales, Press Releases, Account Management, Cold Calling, Salesforce.com, New Business Development, Media Relations, Sales Management, Contract Negotiation, Sales Process, B2B, Trade Shows, Entrepreneurship, Selling, Business Development, Customer Satisfaction, Time Management, Solution Selling, Data Center, Key Account Management, Project Management, Customer Retention, Lead Generation, Budgets, Customer Service, Direct Sales, Team Building, CRM, UPS systems, Leadership, Sales Presentations, Sales Operations, Building Relationships
Education
University of Minnesota-Twin Cities 1973 — 1976
St. Agnes High School 1969 — 1973
St. Columba Grade School 1961 — 1969
DC Group March 2010 - Present
Fridley Community Theatre January 2010 - March 2012
Fridley School District April 2006 - March 2010
O'Kane Properties July 1997 - December 2009
Qwest Communications January 1990 - July 1997
Merrill Lynch January 1988 - June 1989
International Multi-Media Promotions June 1981 - January 1988
Skills
Promotions, Marketing Strategy, Marketing, Public Relations, Sales, Press Releases, Account Management, Cold Calling, Salesforce.com, New Business Development, Media Relations, Sales Management, Contract Negotiation, Sales Process, B2B, Trade Shows, Entrepreneurship, Selling, Business Development, Customer Satisfaction, Time Management, Solution Selling, Data Center, Key Account Management, Project Management, Customer Retention, Lead Generation, Budgets, Customer Service, Direct Sales, Team Building, CRM, UPS systems, Leadership, Sales Presentations, Sales Operations, Building Relationships
Education
University of Minnesota-Twin Cities 1973 — 1976
St. Agnes High School 1969 — 1973
St. Columba Grade School 1961 — 1969
Daniel C. Millen's Merrill Lynch Experience June 2005 - August 2005
Job Director of Business Development at Bloom Tree Partners
Industry Investment Management
Experience
Bloom Tree Partners March 2012 - Present
RBC August 2010 - March 2012
Bostwick Capital, LLC February 2009 - October 2010
Merrill Lynch & Co May 2006 - January 2009
Tandem Investments Advisors October 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Due Diligence, Alternative Investments, Hedge Funds, Series 7, Equities, Marketing, Bloomberg, Risk Management
Education
University of Mississippi 2001 — 2006
BA, Political Science
University of Mississippi 2001 — 2006
BA, Political Science
Christchurch School
Bloom Tree Partners March 2012 - Present
RBC August 2010 - March 2012
Bostwick Capital, LLC February 2009 - October 2010
Merrill Lynch & Co May 2006 - January 2009
Tandem Investments Advisors October 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Due Diligence, Alternative Investments, Hedge Funds, Series 7, Equities, Marketing, Bloomberg, Risk Management
Education
University of Mississippi 2001 — 2006
BA, Political Science
University of Mississippi 2001 — 2006
BA, Political Science
Christchurch School
Chloe Liang Chloe Liang's Merrill Lynch Experience September 2011 - Present
Job Investment Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Minnesota Language Connection, Gardens & Associate, Language Banc July 2007 - Present
In Vogue Accessories March 2010 - February 2013
Skills
Language Skills, Coaching, Sales forecasting, Microsoft Office, Microsoft Excel, Forecasting, Financial Analysis, Data Analysis, PowerPoint, Time Management, Language Development, Analysis, Marketing Strategy, Leadership, Market Research
Education
University of Minnesota-Twin Cities 2007 — 2011
BSB, Accounting, Finance, Entrepreneurial Management
University of Dubai 2010 — 2010
certificate, Marketing seminor
Merrill Lynch September 2011 - Present
Minnesota Language Connection, Gardens & Associate, Language Banc July 2007 - Present
In Vogue Accessories March 2010 - February 2013
Skills
Language Skills, Coaching, Sales forecasting, Microsoft Office, Microsoft Excel, Forecasting, Financial Analysis, Data Analysis, PowerPoint, Time Management, Language Development, Analysis, Marketing Strategy, Leadership, Market Research
Education
University of Minnesota-Twin Cities 2007 — 2011
BSB, Accounting, Finance, Entrepreneurial Management
University of Dubai 2010 — 2010
certificate, Marketing seminor
Elena Laftchiyska Elena Laftchiyska's Merrill Lynch Experience September 2011 - January 2012
Job at
Industry Retail
Experience
Target January 2015 - Present
Target August 2012 - December 2014
Merrill Lynch September 2011 - January 2012
Target June 2011 - August 2011
University of Minnesota Office of the General Counsel June 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Social Media, Microsoft Word, Leadership, Public Speaking, Time Management, Management, Data Analysis, Investment Banking, Economics, Marketing Strategy, Event Planning, Retail, Teamwork, Investments
Education
University of Minnesota-Twin Cities 2009 — 2012
BS, Economics and Mathematics
International School of Minnesota
Target January 2015 - Present
Target August 2012 - December 2014
Merrill Lynch September 2011 - January 2012
Target June 2011 - August 2011
University of Minnesota Office of the General Counsel June 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Social Media, Microsoft Word, Leadership, Public Speaking, Time Management, Management, Data Analysis, Investment Banking, Economics, Marketing Strategy, Event Planning, Retail, Teamwork, Investments
Education
University of Minnesota-Twin Cities 2009 — 2012
BS, Economics and Mathematics
International School of Minnesota
Trevor Sherman Trevor Sherman's Merrill Lynch Experience June 2012 - August 2012
Job European and National Accounts Pricing Associate
Industry Investment Banking
Experience
Tradition Energy July 2015 - Present
Tradition Energy July 2014 - June 2015
Tradition Energy June 2014 - July 2014
University of Mississippi August 2010 - May 2014
Massey Knakal Realty Services June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
No Limit Lacrosse July 2011 - July 2012
Collegiate Painting June 2011 - August 2011
Salem Golf Club July 2006 - July 2009
Skills
Microsoft Word, PowerPoint, Bloomberg, Problem Solving, Teamwork, Leadership, Multi Tasking, Public Speaking, Social Media, Marketing, Facebook, Microsoft Excel, Twitter, Data Analysis, Social Networking, Analysis, Customer Service, Microsoft Office
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Finance: Money and Banking
North Salem High School 2007 — 2010
Tradition Energy July 2015 - Present
Tradition Energy July 2014 - June 2015
Tradition Energy June 2014 - July 2014
University of Mississippi August 2010 - May 2014
Massey Knakal Realty Services June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
No Limit Lacrosse July 2011 - July 2012
Collegiate Painting June 2011 - August 2011
Salem Golf Club July 2006 - July 2009
Skills
Microsoft Word, PowerPoint, Bloomberg, Problem Solving, Teamwork, Leadership, Multi Tasking, Public Speaking, Social Media, Marketing, Facebook, Microsoft Excel, Twitter, Data Analysis, Social Networking, Analysis, Customer Service, Microsoft Office
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Finance: Money and Banking
North Salem High School 2007 — 2010
Christopher LeGrand's Merrill Lynch Experience September 1996 - December 2001
Job
Industry Graphic Design
Experience
freelance January 2002 - Present
Philips Medical Systems, NA 2006 - 2008
Philips Medical 2006 - 2007
SuperNova Productions 2003 - 2005
M2 Communications 2002 - 2003
Merrill Lynch September 1996 - December 2001
Grey Advertising March 1992 - September 1996
Skills
Graphics, Multimedia, Creative Direction, Interaction Design, Flash, Concept Development, Graphic Design, Art Direction, Web Design, User Experience, User Interface Design, Logo Design, Brand Development, Product Development
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Journalism, Advertising
New York University - CADA
Certificate, Advanced Computer Graphics
freelance January 2002 - Present
Philips Medical Systems, NA 2006 - 2008
Philips Medical 2006 - 2007
SuperNova Productions 2003 - 2005
M2 Communications 2002 - 2003
Merrill Lynch September 1996 - December 2001
Grey Advertising March 1992 - September 1996
Skills
Graphics, Multimedia, Creative Direction, Interaction Design, Flash, Concept Development, Graphic Design, Art Direction, Web Design, User Experience, User Interface Design, Logo Design, Brand Development, Product Development
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Journalism, Advertising
New York University - CADA
Certificate, Advanced Computer Graphics
Nan Bauroth's Merrill Lynch Experience March 1980 - May 1984
Job Journalist at Nan Bauroth
Industry Marketing and Advertising
Experience
Nan Bauroth January 1989 - Present
Citicorp March 1984 - May 1986
Merrill Lynch March 1980 - May 1984
Skills
Magazines, Editorial, Books, Writing, Editing, Blogging, Journalism, Public Relations, Copywriting, Media Relations, Word, Public Speaking, Newspaper, Proofreading, Corporate Communications, Stories, Marketing Communications, Newsletters, Creative Writing, Internal Communications
Education
University of Missouri-Columbia 1967 — 1971
Bachelor of Journalism, Broadcasting
Nan Bauroth January 1989 - Present
Citicorp March 1984 - May 1986
Merrill Lynch March 1980 - May 1984
Skills
Magazines, Editorial, Books, Writing, Editing, Blogging, Journalism, Public Relations, Copywriting, Media Relations, Word, Public Speaking, Newspaper, Proofreading, Corporate Communications, Stories, Marketing Communications, Newsletters, Creative Writing, Internal Communications
Education
University of Missouri-Columbia 1967 — 1971
Bachelor of Journalism, Broadcasting
Davis Brister's Merrill Lynch Experience December 2007 - Present
Job Assistant Vice President/Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2007 - Present
WDSU-TV December 2005 - December 2007
WLBT-TV 2000 - 2005
WBIR-TV 1999 - 2000
Skills
Series 7, Wealth Management, Investments, Asset Allocation, Retirement Planning, Estate Planning, Financial Advisory, Loans, Investment Advisory, Financial Analysis, Small Business, Insurance, Alternative Investments, Portfolio Management, Strategic Financial..., Finance, Life Insurance, Financial Modeling, Mortgage Lending, Banking, Risk Management, Private Equity, Investment Banking, Credit, Due Diligence
Education
University of Mississippi 1995 — 2000
Merrill Lynch December 2007 - Present
WDSU-TV December 2005 - December 2007
WLBT-TV 2000 - 2005
WBIR-TV 1999 - 2000
Skills
Series 7, Wealth Management, Investments, Asset Allocation, Retirement Planning, Estate Planning, Financial Advisory, Loans, Investment Advisory, Financial Analysis, Small Business, Insurance, Alternative Investments, Portfolio Management, Strategic Financial..., Finance, Life Insurance, Financial Modeling, Mortgage Lending, Banking, Risk Management, Private Equity, Investment Banking, Credit, Due Diligence
Education
University of Mississippi 1995 — 2000
Jamshid Kekobad's Merrill Lynch Experience 2010 - December 2012
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Merrill Lynch 2010 - December 2012
Wells Fargo 2008 - 2010
Education
University of Missouri-Rolla 2000 — 2003
MS, Environmental Engineering
University of Mumbai 1995 — 1999
BE, Chemical Engineering
Fidelity Investments December 2012 - Present
Merrill Lynch 2010 - December 2012
Wells Fargo 2008 - 2010
Education
University of Missouri-Rolla 2000 — 2003
MS, Environmental Engineering
University of Mumbai 1995 — 1999
BE, Chemical Engineering
Robyn Herz's Merrill Lynch Experience September 2007 - Present
Job Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2007 - Present
Education
University of Missouri-Columbia 1986 — 1990
Merrill Lynch September 2007 - Present
Education
University of Missouri-Columbia 1986 — 1990
Scot Symon's Merrill Lynch Experience 1996 - 1997
Job Director of Operations at Blue Chip Athletic
Industry Apparel & Fashion
Experience
Blue Chip Athletic August 2006 - Present
Landmark Editions, Inc. March 2004 - August 2006
Freightquote March 2003 - March 2004
SkillPath Seminars May 2001 - March 2003
Goodall Gas Company June 2000 - May 2001
American Century Investments April 1997 - June 2000
Merrill Lynch 1996 - 1997
Skills
Sales Management, New Business Development, Customer Service, Sales, Team Building, Strategic Planning, Account Management, Leadership, Operations Management, Entrepreneurship, Marketing, Training, Small Business, Sales Process, Leadership Development
Education
University of Missouri-Kansas City 1992 — 2006
Bachelor of Business Administration (B.B.A.)
Rockhurst High School 1987 — 1991
Blue Chip Athletic August 2006 - Present
Landmark Editions, Inc. March 2004 - August 2006
Freightquote March 2003 - March 2004
SkillPath Seminars May 2001 - March 2003
Goodall Gas Company June 2000 - May 2001
American Century Investments April 1997 - June 2000
Merrill Lynch 1996 - 1997
Skills
Sales Management, New Business Development, Customer Service, Sales, Team Building, Strategic Planning, Account Management, Leadership, Operations Management, Entrepreneurship, Marketing, Training, Small Business, Sales Process, Leadership Development
Education
University of Missouri-Kansas City 1992 — 2006
Bachelor of Business Administration (B.B.A.)
Rockhurst High School 1987 — 1991
Sean Myers, CFP®, CMFC's Merrill Lynch Experience January 1994 - December 2001
Job Regional Vice President, Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Ivy Funds Distributor, Inc May 2006 - Present
Waddell & Reed, Inc May 2006 - December 2011
Morgan Stanley June 2003 - May 2006
Merrill Lynch January 1994 - December 2001
Education
University of Missouri-Kansas City
O'Hara High School
Ivy Funds Distributor, Inc May 2006 - Present
Waddell & Reed, Inc May 2006 - December 2011
Morgan Stanley June 2003 - May 2006
Merrill Lynch January 1994 - December 2001
Education
University of Missouri-Kansas City
O'Hara High School
Jim Faith's Merrill Lynch Experience 1999 - 2003
Job Senior Vice President at Emprise Bank
Industry Banking
Experience
Emprise Bank April 2013 - Present
Sunflower Bank February 2003 - March 2013
Merrill Lynch 1999 - 2003
Skills
Small Business Lending, Banking, Commercial Lending, Credit, Loans, Risk Management, Credit Risk, Cash Management, Consumer Lending, Credit Analysis, Commercial Banking, Portfolio Management, Lines Of Credit, Commercial Mortgages, Retail Banking, Financial Analysis, Mortgage Lending, Loan Origination
Education
University of Missouri-Columbia 1976 — 1980
BS, Agriculture Economics
Emprise Bank April 2013 - Present
Sunflower Bank February 2003 - March 2013
Merrill Lynch 1999 - 2003
Skills
Small Business Lending, Banking, Commercial Lending, Credit, Loans, Risk Management, Credit Risk, Cash Management, Consumer Lending, Credit Analysis, Commercial Banking, Portfolio Management, Lines Of Credit, Commercial Mortgages, Retail Banking, Financial Analysis, Mortgage Lending, Loan Origination
Education
University of Missouri-Columbia 1976 — 1980
BS, Agriculture Economics
Chad Neuhaus's Merrill Lynch Experience March 2004 - January 2008
Job Experienced Financial Services Manager
Industry Financial Services
Experience
Wells Fargo Home Mortgage January 2009 - September 2013
Wells Fargo Home Mortgage March 2008 - January 2009
Merrill Lynch March 2004 - January 2008
Wells Fargo Home Mortgage August 2000 - March 2004
Skills
Management, Leadership, Loans, Customer Service, Underwriting, Portfolio Management, Risk Management, Credit, Credit Analysis, Coaching, Mortgage Lending, Banking, Investments, Loan Servicing, Financial Services
Education
University of Minnesota-Twin Cities 1996 — 2000
Economics
University of St. Thomas
Mini Masters of Financial Management, Finance and Financial Management Services
Wells Fargo Home Mortgage January 2009 - September 2013
Wells Fargo Home Mortgage March 2008 - January 2009
Merrill Lynch March 2004 - January 2008
Wells Fargo Home Mortgage August 2000 - March 2004
Skills
Management, Leadership, Loans, Customer Service, Underwriting, Portfolio Management, Risk Management, Credit, Credit Analysis, Coaching, Mortgage Lending, Banking, Investments, Loan Servicing, Financial Services
Education
University of Minnesota-Twin Cities 1996 — 2000
Economics
University of St. Thomas
Mini Masters of Financial Management, Finance and Financial Management Services
Andrew Glascock's Merrill Lynch Experience June 2002 - January 2009
Job Owner/President FPTV Channel 17
Industry Media Production
Experience
Florida Parishes Television January 2010 - Present
Merrill Lynch June 2002 - January 2009
Education
University of Mississippi - School of Business Administration 1995 — 1999
Bachelor of Business Administration, Economics
Florida Parishes Television January 2010 - Present
Merrill Lynch June 2002 - January 2009
Education
University of Mississippi - School of Business Administration 1995 — 1999
Bachelor of Business Administration, Economics
William J. Gleason, CFA's Merrill Lynch Experience May 1985 - June 1987
Job Managing Director, Regional Investment Executive
Industry Investment Management
Experience
US Trust, Bank of America July 2002 - Present
Scudder Private Investment Counsel November 1999 - June 2002
Mercantile Trust Company June 1987 - November 1999
Merrill Lynch May 1985 - June 1987
Skills
Alternative Investments, Wealth Management, Asset Allocation, Wealth Management..., Investment Management, Asset Managment, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Hedge Funds
Education
University of South Carolina-Columbia
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia
Bachelor of Science (B.S.), Biology Education
US Trust, Bank of America July 2002 - Present
Scudder Private Investment Counsel November 1999 - June 2002
Mercantile Trust Company June 1987 - November 1999
Merrill Lynch May 1985 - June 1987
Skills
Alternative Investments, Wealth Management, Asset Allocation, Wealth Management..., Investment Management, Asset Managment, Portfolio Management, Investment Advisory, Investment Strategies, Equities, Hedge Funds
Education
University of South Carolina-Columbia
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia
Bachelor of Science (B.S.), Biology Education
Stephen Griner, CFA's Merrill Lynch Experience 2004 - 2009
Job Vice President of Investments
Industry Financial Services
Experience
Raymond James March 2009 - Present
Merrill Lynch 2004 - 2009
Morgan Stanley 2001 - 2003
Skills
Investments, Retirement Planning, Finance, Financial Advisory, Securities, Estate Planning, 401k, Asset Management, Asset Allocation, Wealth Management, Series 7, Retirement, Insurance, Financial Planning, Financial Analysis, Portfolio Management, Mutual Funds
Education
University of Mississippi 1995 — 2000
Bachelor of Accountancy; MBA
Raymond James March 2009 - Present
Merrill Lynch 2004 - 2009
Morgan Stanley 2001 - 2003
Skills
Investments, Retirement Planning, Finance, Financial Advisory, Securities, Estate Planning, 401k, Asset Management, Asset Allocation, Wealth Management, Series 7, Retirement, Insurance, Financial Planning, Financial Analysis, Portfolio Management, Mutual Funds
Education
University of Mississippi 1995 — 2000
Bachelor of Accountancy; MBA
John Piovarcy's Merrill Lynch Experience April 1998 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 1998 - Present
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, IRAs, Wealth Management..., Retirement Planning, High Net Worth..., Strategic Financial..., Separately Managed..., Alternative Investments, 401k, Mortgage Lending, Retirement, Long-term Care, Series 7, Salesforce.com, 401k Rollovers
Education
University of Mississippi 1992 — 1997
Management Information Systems
Christian Brothers High School 1988 — 1992
Merrill Lynch April 1998 - Present
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, IRAs, Wealth Management..., Retirement Planning, High Net Worth..., Strategic Financial..., Separately Managed..., Alternative Investments, 401k, Mortgage Lending, Retirement, Long-term Care, Series 7, Salesforce.com, 401k Rollovers
Education
University of Mississippi 1992 — 1997
Management Information Systems
Christian Brothers High School 1988 — 1992
Jeremy G. Breunig's Merrill Lynch Experience September 2011 - Present
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Bank of America April 2003 - July 2010
Wells Fargo Bank October 1998 - March 2001
Skills
Mortgage Lending, Series 7, Uniform Combined State..., Wealth Management, Retirement Planning, Series 63, Loans, Investment Advisory, Asset Allocation, Mutual Funds, 401k Rollovers, Investments, Portfolio Management, Investment Strategies, ETFs, Credit Analysis, Separately Managed..., Financial Advisory, Retirement, IRAs, Wealth Management..., Financial Analysis, Strategic Financial..., Fixed Annuities, Variable Annuities, Alternative Investments, 401k, Insurance, Financial Services, Refinance, Credit, Securities, Bonds, Saving for Education, High Net Worth..., Investment Management, Asset Managment, Fixed Income, 529 Plans, Sales, Life Insurance, Equities, Residential Mortgages, Financial Planners, Financial Risk, Estate Planning, Banking, Risk Management, Wealth
Education
University of Minnesota-Twin Cities 1998 — 2003
Merrill Lynch September 2011 - Present
Bank of America April 2003 - July 2010
Wells Fargo Bank October 1998 - March 2001
Skills
Mortgage Lending, Series 7, Uniform Combined State..., Wealth Management, Retirement Planning, Series 63, Loans, Investment Advisory, Asset Allocation, Mutual Funds, 401k Rollovers, Investments, Portfolio Management, Investment Strategies, ETFs, Credit Analysis, Separately Managed..., Financial Advisory, Retirement, IRAs, Wealth Management..., Financial Analysis, Strategic Financial..., Fixed Annuities, Variable Annuities, Alternative Investments, 401k, Insurance, Financial Services, Refinance, Credit, Securities, Bonds, Saving for Education, High Net Worth..., Investment Management, Asset Managment, Fixed Income, 529 Plans, Sales, Life Insurance, Equities, Residential Mortgages, Financial Planners, Financial Risk, Estate Planning, Banking, Risk Management, Wealth
Education
University of Minnesota-Twin Cities 1998 — 2003
Mark Bruscke's Merrill Lynch Experience 2005 - 2005
Job Owner, Abax Financial Derivatives Incorporated
Industry Capital Markets
Experience
Abax Financial Derivatives Incorporated ConsultantStandard Chartered Bank2014 - 2014
Bank of America 2013 - 2014
Caxton Associates 2011 - 2013
Deutsche Bank 2010 - 2010
TD Ameritrade 2009 - 2010
J.P. Morgan (Investment Bank) 2008 - 2009
Freddie Mac 2007 - 2008
Citi 2005 - 2006
Morgan Stanley 2005 - 2005
Merrill Lynch 2005 - 2005
Skills
Data Architecture, Logical Data Modeling, Business Analysis, Financial Instruments, Operational Risk, Financial Futures, Commodity Markets, Securities, Options, Interest Rate Swaps, Reference Data, Master Data, Deal Creation, Liquidation, Position Management, Reporting, General Ledger, Subledger Accounting, Architectures, Private Equity, Financial Structuring, Sybase, Business Development, Due Diligence, Management, Competitive Analysis, Entrepreneurship, Valuation, Analysis, Trading, Investments, SDLC, Mergers & Acquisitions, Start-ups, Program Management, Management Consulting, Corporate Development, Corporate Finance, Venture Capital, Financial Modeling, Enterprise Architecture, Requirements Analysis
Education
University of Minnesota-Twin Cities 1969 — 1973
Abax Financial Derivatives Incorporated ConsultantStandard Chartered Bank2014 - 2014
Bank of America 2013 - 2014
Caxton Associates 2011 - 2013
Deutsche Bank 2010 - 2010
TD Ameritrade 2009 - 2010
J.P. Morgan (Investment Bank) 2008 - 2009
Freddie Mac 2007 - 2008
Citi 2005 - 2006
Morgan Stanley 2005 - 2005
Merrill Lynch 2005 - 2005
Skills
Data Architecture, Logical Data Modeling, Business Analysis, Financial Instruments, Operational Risk, Financial Futures, Commodity Markets, Securities, Options, Interest Rate Swaps, Reference Data, Master Data, Deal Creation, Liquidation, Position Management, Reporting, General Ledger, Subledger Accounting, Architectures, Private Equity, Financial Structuring, Sybase, Business Development, Due Diligence, Management, Competitive Analysis, Entrepreneurship, Valuation, Analysis, Trading, Investments, SDLC, Mergers & Acquisitions, Start-ups, Program Management, Management Consulting, Corporate Development, Corporate Finance, Venture Capital, Financial Modeling, Enterprise Architecture, Requirements Analysis
Education
University of Minnesota-Twin Cities 1969 — 1973
James Feuerbacher's Merrill Lynch Experience
Job Managing Director Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Wealth Management
Education
University of Missouri-Columbia 1974 — 1978
Merrill Lynch
Skills
Wealth Management
Education
University of Missouri-Columbia 1974 — 1978
Paul Letourneau's Merrill Lynch Experience March 1999 - October 2009
Job First Senior Vice President, Deputy Head Commercial Bank and Healthcare Industry Head
Industry Banking
Experience
Bank Leumi USA August 2013 - Present
Bank Leumi USA (Chicago) 2009 - August 2013
Merrill Lynch March 1999 - October 2009
Merrill Lynch Commercial Finance Corporation February 1999 - April 2009
Sumitomo Trust and Banking September 1996 - January 1999
Skills
Portfolio Management, Credit, Commercial Lending, Banking, Commercial Banking, Underwriting, Leadership, Loans, Private Banking, Management, Financial Analysis, Credit Analysis, Executive Management, Small Business Lending, Asset Based Lending, Business Development, Capital Markets, Cash Management, Credit Risk, Wealth Management
Education
University of Missouri-Columbia 1988 — 1993
B.S., Finance
Bank Leumi USA August 2013 - Present
Bank Leumi USA (Chicago) 2009 - August 2013
Merrill Lynch March 1999 - October 2009
Merrill Lynch Commercial Finance Corporation February 1999 - April 2009
Sumitomo Trust and Banking September 1996 - January 1999
Skills
Portfolio Management, Credit, Commercial Lending, Banking, Commercial Banking, Underwriting, Leadership, Loans, Private Banking, Management, Financial Analysis, Credit Analysis, Executive Management, Small Business Lending, Asset Based Lending, Business Development, Capital Markets, Cash Management, Credit Risk, Wealth Management
Education
University of Missouri-Columbia 1988 — 1993
B.S., Finance
Frances Chesnut's Merrill Lynch Experience June 2001 - September 2008
Job Human Resources Professional
Industry Human Resources
Experience
Merrill Lynch June 2001 - September 2008
Sea Island Company July 1994 - October 1998
Education
University of Mississippi
BA, Interior Design
Merrill Lynch June 2001 - September 2008
Sea Island Company July 1994 - October 1998
Education
University of Mississippi
BA, Interior Design
Harrison Wheeler's Merrill Lynch Experience May 2008 - August 2008
Job Regional Pricing Manager at OfficeMax
Industry Retail
Experience
OfficeMax December 2012 - Present
OfficeMax February 2012 - December 2012
OfficeMax March 2011 - February 2012
OfficeMax February 2010 - March 2011
University of Missouri August 2008 - May 2009
Merrill Lynch May 2008 - August 2008
Skills
Pricing, Analysis, Pricing Strategy, Strategy, Leadership, Forecasting, Process Improvement, Financial Analysis, Management, Account Management, Financial Modeling, Budgets, Team Management, Market Analysis, Pricing Analysis, Pricing Optimization, Sales Process, Finance, Project Management, Strategic Planning, Team Leadership, Strategic Leadership, Operations Management, Cross-functional Team..., Marketing Strategy, Team Building, Sales
Education
University of Missouri-Columbia 2008 — 2009
Master of Business Administration, Finance
University of Missouri-Columbia 2004 — 2008
Bachelor of Science in Business Administration, Finance and Banking, Economics
OfficeMax December 2012 - Present
OfficeMax February 2012 - December 2012
OfficeMax March 2011 - February 2012
OfficeMax February 2010 - March 2011
University of Missouri August 2008 - May 2009
Merrill Lynch May 2008 - August 2008
Skills
Pricing, Analysis, Pricing Strategy, Strategy, Leadership, Forecasting, Process Improvement, Financial Analysis, Management, Account Management, Financial Modeling, Budgets, Team Management, Market Analysis, Pricing Analysis, Pricing Optimization, Sales Process, Finance, Project Management, Strategic Planning, Team Leadership, Strategic Leadership, Operations Management, Cross-functional Team..., Marketing Strategy, Team Building, Sales
Education
University of Missouri-Columbia 2008 — 2009
Master of Business Administration, Finance
University of Missouri-Columbia 2004 — 2008
Bachelor of Science in Business Administration, Finance and Banking, Economics
Tim Roberson's Merrill Lynch Experience August 1991 - Present
Job Managing director, Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1991 - Present
Skills
Retirement Planning, Wealth, Small Business, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Financial Advisory, Series 63, Retirement, Alternative Investments, Financial Services, Fixed Annuities, Securities, Investments, Strategic Financial..., Estate Planning, Loans, 401k
Education
University of Mississippi 1987 — 1991
BA, Finance
Dyersburg High school
Dyersburg High school
Merrill Lynch August 1991 - Present
Skills
Retirement Planning, Wealth, Small Business, Wealth Management, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Financial Advisory, Series 63, Retirement, Alternative Investments, Financial Services, Fixed Annuities, Securities, Investments, Strategic Financial..., Estate Planning, Loans, 401k
Education
University of Mississippi 1987 — 1991
BA, Finance
Dyersburg High school
Dyersburg High school
Broc Kreitz's Merrill Lynch Experience July 1998 - May 2003
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Account ExecutiveFidelity InvestmentsSeptember 2011 - Present
Morgan Keegan May 2003 - September 2011
Merrill Lynch July 1998 - May 2003
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Equities, Asset Management, Fixed Income, Wealth Management, Capital Markets, Financial Planning
Education
University of Mississippi 1993 — 1998
University of Mississippi
Fidelity Investments Account ExecutiveFidelity InvestmentsSeptember 2011 - Present
Morgan Keegan May 2003 - September 2011
Merrill Lynch July 1998 - May 2003
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Equities, Asset Management, Fixed Income, Wealth Management, Capital Markets, Financial Planning
Education
University of Mississippi 1993 — 1998
University of Mississippi
Donnie Kisner's Merrill Lynch Experience November 2002 - November 2010
Job Sr. Vice PresidentCommunity Bank
Industry Banking
Experience
COMMUNITY BANK November 2010 - Present
Merrill Lynch November 2002 - November 2010
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, Series 63, Investments, Alternative Investments, Series 65, 401k Rollovers, Retirement, Strategic Financial..., Equities, Saving for Education, Portfolio Management, Financial Advisory, Fixed Income
Education
Graduate School of Banking of the South
University of Mississippi - School of Business Administration
Banking and Finance
COMMUNITY BANK November 2010 - Present
Merrill Lynch November 2002 - November 2010
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, Series 63, Investments, Alternative Investments, Series 65, 401k Rollovers, Retirement, Strategic Financial..., Equities, Saving for Education, Portfolio Management, Financial Advisory, Fixed Income
Education
Graduate School of Banking of the South
University of Mississippi - School of Business Administration
Banking and Finance
Gregory Cullum's Merrill Lynch Experience May 2005 - December 2007
Job at JPMorgan Chase Private Bank Mortgage Center
Industry Banking
Experience
JPMorgan Chase Private Bank Mortgage Center September 2009 - Present
Merrill Lynch May 2005 - December 2007
Merrill Lynch 2005 - 2007
Education
Rockhurst College
Paralegal Certification
University of Missouri-Kansas City
BA, English
JPMorgan Chase Private Bank Mortgage Center September 2009 - Present
Merrill Lynch May 2005 - December 2007
Merrill Lynch 2005 - 2007
Education
Rockhurst College
Paralegal Certification
University of Missouri-Kansas City
BA, English
Jill Sanchez's Merrill Lynch Experience July 2008 - December 2008
Job Sales Professional
Industry Apparel & Fashion
Experience
em's clothing and accessories August 2010 - Present
Merrill Lynch July 2008 - December 2008
Saks Fifth Avenue November 2006 - July 2008
Victoria's Uptown / Angelique May 2006 - November 2006
Skills
Sales, Selling, Visual Merchandising, Training, Social Media, Sales Management, CRM, Networking, Merchandising, New Business Development, Management, Marketing, Customer Service, Leadership, Social Media Marketing, Retail, Social Networking, Advertising
Education
University of Mississippi 2001 — 2006
Bachelor of Arts, Education, emphasis on Art and Social Studies
Episcopal High School
em's clothing and accessories August 2010 - Present
Merrill Lynch July 2008 - December 2008
Saks Fifth Avenue November 2006 - July 2008
Victoria's Uptown / Angelique May 2006 - November 2006
Skills
Sales, Selling, Visual Merchandising, Training, Social Media, Sales Management, CRM, Networking, Merchandising, New Business Development, Management, Marketing, Customer Service, Leadership, Social Media Marketing, Retail, Social Networking, Advertising
Education
University of Mississippi 2001 — 2006
Bachelor of Arts, Education, emphasis on Art and Social Studies
Episcopal High School
Alexander Rudin's Merrill Lynch Experience May 2006 - June 2009
Job Managing Director, Liquid Alternative Investments at State Street
Industry Investment Management
Experience
State Street Global Advisors September 2014 - Present
Ramius Trading Strategies June 2009 - September 2014
Merrill Lynch May 2006 - June 2009
Julius Baer September 2003 - May 2006
WorldCo LLC February 2002 - August 2003
FSA April 2001 - February 2002
Rabobank June 1998 - March 2001
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Investments, Commodity, FX Options, Global Macro, Securities, Mutual Funds, Trading Strategies, Risk Management, Due Diligence
Education
University of Minnesota-Twin Cities 1995 — 1997
PhD, Theoretical Physics
Ioffe Institute for Physics and Technology 1992 — 1995
PhD, theoretical physics
State Street Global Advisors September 2014 - Present
Ramius Trading Strategies June 2009 - September 2014
Merrill Lynch May 2006 - June 2009
Julius Baer September 2003 - May 2006
WorldCo LLC February 2002 - August 2003
FSA April 2001 - February 2002
Rabobank June 1998 - March 2001
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Investments, Commodity, FX Options, Global Macro, Securities, Mutual Funds, Trading Strategies, Risk Management, Due Diligence
Education
University of Minnesota-Twin Cities 1995 — 1997
PhD, Theoretical Physics
Ioffe Institute for Physics and Technology 1992 — 1995
PhD, theoretical physics
David Mahach's Merrill Lynch Experience 2010 - 2012
Job Assistant Vice President/ Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Wells Fargo Advisors January 2012 - October 2014
Merrill Lynch 2010 - 2012
Broker Benefit Services October 2008 - November 2010
Skills
Finance, Retirement Planning, Financial Analysis, Financial Modeling, Series 63, Series 7, Investments, Customer Service, Insurance, Mortgage Lending, Wealth Management
Education
University of Missouri-Columbia
Financial Management
Bank of America Merrill Lynch October 2014 - Present
Wells Fargo Advisors January 2012 - October 2014
Merrill Lynch 2010 - 2012
Broker Benefit Services October 2008 - November 2010
Skills
Finance, Retirement Planning, Financial Analysis, Financial Modeling, Series 63, Series 7, Investments, Customer Service, Insurance, Mortgage Lending, Wealth Management
Education
University of Missouri-Columbia
Financial Management
Cynthia Vanderburg's Merrill Lynch Experience January 1981 - February 1983
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Walgreens October 2012 - Present
2011 July 2011 - November 2012
Abbott April 2009 - August 2010
AstraZeneca Pharmaceuticals September 1987 - January 2009
AstraZeneca September 1987 - January 2009
2009-2010 January 1987 - January 2009
Primary Care and Specialty Care January 1999 - January 2003
E.F Hutton March 1983 - April 1985
Merrill Lynch January 1981 - February 1983
McRae's Department Store July 1980 - August 1981
Skills
Pharmaceutical Sales, Cardiology, Sales Operations, Neurology, Urology, Pharmaceutical Industry, Gastroenterology, Selling, Endocrinology, Oncology, Pulmonology, Hospitals, Infectious Diseases, Leadership, Sales
Education
University of Mississippi 1978 — 1980
Bachelor, Business Administration
Northeast Mississippi Junior College 1976 — 1978
Associate of Arts, Business
Walgreens October 2012 - Present
2011 July 2011 - November 2012
Abbott April 2009 - August 2010
AstraZeneca Pharmaceuticals September 1987 - January 2009
AstraZeneca September 1987 - January 2009
2009-2010 January 1987 - January 2009
Primary Care and Specialty Care January 1999 - January 2003
E.F Hutton March 1983 - April 1985
Merrill Lynch January 1981 - February 1983
McRae's Department Store July 1980 - August 1981
Skills
Pharmaceutical Sales, Cardiology, Sales Operations, Neurology, Urology, Pharmaceutical Industry, Gastroenterology, Selling, Endocrinology, Oncology, Pulmonology, Hospitals, Infectious Diseases, Leadership, Sales
Education
University of Mississippi 1978 — 1980
Bachelor, Business Administration
Northeast Mississippi Junior College 1976 — 1978
Associate of Arts, Business
venugopal chennupati's Merrill Lynch Experience 2007 - 2008
Job Senior Informatica Consultant at TPG Capital
Industry Information Technology and Services
Experience
TPG Capital March 2014 - Present
Time Warner Inc. February 2013 - February 2014
Barclays May 2011 - December 2012
Cephalon April 2009 - May 2011
Informatica 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
ETL, Data Integration, Informatica, Data Warehousing, Data Masking, Information Lifecycle..., Data Analysis, Data Modeling, Data Governance, Netezza, Data Profiling, Data Quality, Teradata, Data Warehouse..., Data Migration, Business Intelligence, Enterprise Architecture, Requirements Analysis, SDLC, Integration
Education
University of Mississippi 2002 — 2004
Masters, Engineering Sciences
TPG Capital March 2014 - Present
Time Warner Inc. February 2013 - February 2014
Barclays May 2011 - December 2012
Cephalon April 2009 - May 2011
Informatica 2008 - 2009
Merrill Lynch 2007 - 2008
Skills
ETL, Data Integration, Informatica, Data Warehousing, Data Masking, Information Lifecycle..., Data Analysis, Data Modeling, Data Governance, Netezza, Data Profiling, Data Quality, Teradata, Data Warehouse..., Data Migration, Business Intelligence, Enterprise Architecture, Requirements Analysis, SDLC, Integration
Education
University of Mississippi 2002 — 2004
Masters, Engineering Sciences
Julie Fine's Merrill Lynch Experience 2007 - 2009
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Thirvent Financial for Lutherans August 2010 - January 2012
Merrill Lynch 2007 - 2009
Morgan Stanley 1981 - 2006
Education
University of Minnesota-Twin Cities
B.A., Speech-Communications
Fidelity Investments February 2013 - Present
Thirvent Financial for Lutherans August 2010 - January 2012
Merrill Lynch 2007 - 2009
Morgan Stanley 1981 - 2006
Education
University of Minnesota-Twin Cities
B.A., Speech-Communications
Tim Saracini's Merrill Lynch Experience June 1984 - June 1988
Job Chief Financial Officer at CommunityAmerica Credit Union
Industry Banking
Experience
CommunityAmerica Credit Union June 2005 - Present
Kansas City Board of Trade August 1998 - May 2005
U. S. Central Credit Union August 1991 - July 1998
Security Bank and Trust June 1988 - February 1991
Merrill Lynch June 1984 - June 1988
Skills
Risk Management, Credit Risk, Market Risk, Fixed Income Trading, Portfolio Management, Options Strategies, Options Pricing, Excel
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Finance and Economics
Poplar Bluff (MO) High School 1978 — 1980
CommunityAmerica Credit Union June 2005 - Present
Kansas City Board of Trade August 1998 - May 2005
U. S. Central Credit Union August 1991 - July 1998
Security Bank and Trust June 1988 - February 1991
Merrill Lynch June 1984 - June 1988
Skills
Risk Management, Credit Risk, Market Risk, Fixed Income Trading, Portfolio Management, Options Strategies, Options Pricing, Excel
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Finance and Economics
Poplar Bluff (MO) High School 1978 — 1980
Joseph Plyler's Merrill Lynch Experience July 2008 - February 2009
Job Finacial Advisor at BofA Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch September 2010 - Present
Northwestern Mutual March 2009 - September 2010
Merrill Lynch July 2008 - February 2009
New Century Mortgage 2003 - 2007
Skills
Investments, Finance, Risk Management, Strategic Planning, Financial Planning, Series 7, Portfolio Management, Customer Service, Credit, Financial Analysis, Loans, Mortgage Lending, Retirement Planning, Strategic Financial..., Wealth Management
Education
University of Tampa - John H. Sykes College of Business 2002 — 2004
Bachelor of Science, Finance
University of Mississippi 1997 — 2001
Bachelor of Business Administration, Economics
HB Plant
BofA Merrill Lynch September 2010 - Present
Northwestern Mutual March 2009 - September 2010
Merrill Lynch July 2008 - February 2009
New Century Mortgage 2003 - 2007
Skills
Investments, Finance, Risk Management, Strategic Planning, Financial Planning, Series 7, Portfolio Management, Customer Service, Credit, Financial Analysis, Loans, Mortgage Lending, Retirement Planning, Strategic Financial..., Wealth Management
Education
University of Tampa - John H. Sykes College of Business 2002 — 2004
Bachelor of Science, Finance
University of Mississippi 1997 — 2001
Bachelor of Business Administration, Economics
HB Plant
Maggie Tanner's Merrill Lynch Experience May 2010 - September 2012
Job Vice President of Private Banking at Renasant Bank
Industry Banking
Experience
Renasant Bank October 2013 - Present
PNC October 2012 - September 2013
Merrill Lynch May 2010 - September 2012
Pinnacle Bank August 2008 - April 2010
Synovus November 2005 - July 2008
Regions Bank May 2004 - October 2005
Skills
Financial Analysis, Relationship Management, Banking, Credit, Strategic Planning, Management, Sales, Mortgage Lending, Strategy, Financial Services, Loans, Portfolio Management, Investments, Commercial Banking, Commercial Lending
Education
University of Mississippi - School of Business Administration 2000 — 2004
BBA, Finance, Insurance
Sparkman High School 1997 — 2000
Renasant Bank October 2013 - Present
PNC October 2012 - September 2013
Merrill Lynch May 2010 - September 2012
Pinnacle Bank August 2008 - April 2010
Synovus November 2005 - July 2008
Regions Bank May 2004 - October 2005
Skills
Financial Analysis, Relationship Management, Banking, Credit, Strategic Planning, Management, Sales, Mortgage Lending, Strategy, Financial Services, Loans, Portfolio Management, Investments, Commercial Banking, Commercial Lending
Education
University of Mississippi - School of Business Administration 2000 — 2004
BBA, Finance, Insurance
Sparkman High School 1997 — 2000
Andrew Boedeker's Merrill Lynch Experience May 2008 - August 2008
Job Account Specialist at Aon Risk Solutions
Industry Mining & Metals
Experience
Aon Risk Solutions April 2015 - Present
Pittsburgh Pipe January 2013 - March 2015
Feralloy Corp. March 2011 - June 2012
Enterprise Rent-A-Car October 2010 - March 2011
Columbia Country Club June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Sales, Sales Management, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Microsoft Word, Cold Calling, Account Management, Negotiation, New Business Development, Management, Marketing, Inventory Management
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Aon Risk Solutions April 2015 - Present
Pittsburgh Pipe January 2013 - March 2015
Feralloy Corp. March 2011 - June 2012
Enterprise Rent-A-Car October 2010 - March 2011
Columbia Country Club June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Sales, Sales Management, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Team Leadership, Microsoft Word, Cold Calling, Account Management, Negotiation, New Business Development, Management, Marketing, Inventory Management
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Steve (gmail)'s Merrill Lynch Experience 1996 - 2009
Job Independent Investment Management Professional
Industry
Experience
Merrill Lynch 1996 - 2009
Magnolia Federal Bank (now Regions Bank) 1986 - 1996
Skills
Portfolio Management, Mutual Funds, Financial Advisory, Finance, Loans, Wealth Management, Strategic Financial..., Series 7, Equities, Marketing, Training, Securities, Investment Strategies, Alternative Investments, Retirement Planning, Fixed Income, Asset Allocation, Investment Advisory, Investments, Wealth Management...
Education
University of Mississippi 1978 — 1982
Bachelor of Arts, Banking and Finance
Merrill Lynch 1996 - 2009
Magnolia Federal Bank (now Regions Bank) 1986 - 1996
Skills
Portfolio Management, Mutual Funds, Financial Advisory, Finance, Loans, Wealth Management, Strategic Financial..., Series 7, Equities, Marketing, Training, Securities, Investment Strategies, Alternative Investments, Retirement Planning, Fixed Income, Asset Allocation, Investment Advisory, Investments, Wealth Management...
Education
University of Mississippi 1978 — 1982
Bachelor of Arts, Banking and Finance
Charlie Dettbarn's Merrill Lynch Experience February 2010 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Scott & Stringfellow January 2009 - February 2010
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Wealth Management
Education
University of Mississippi 2004 — 2008
B.A., HISTORY
Merrill Lynch February 2010 - Present
Scott & Stringfellow January 2009 - February 2010
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Wealth Management
Education
University of Mississippi 2004 — 2008
B.A., HISTORY
Mark Eckerline's Merrill Lynch Experience February 2011 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Merrill Lynch May 2006 - January 2011
Piper Jaffray 1999 - 2006
Piper Jaffray 1982 - 1999
Piper Jaffray 1979 - 1982
Skills
Wealth Management, Investment Advisory, Financial Services, Securities, Asset Management, Investments, Coaching
Education
University of Minnesota-Twin Cities 1974 — 1978
BS, Finance & Economics
Ladysmith High School 1970 — 1974
Merrill Lynch February 2011 - Present
Merrill Lynch May 2006 - January 2011
Piper Jaffray 1999 - 2006
Piper Jaffray 1982 - 1999
Piper Jaffray 1979 - 1982
Skills
Wealth Management, Investment Advisory, Financial Services, Securities, Asset Management, Investments, Coaching
Education
University of Minnesota-Twin Cities 1974 — 1978
BS, Finance & Economics
Ladysmith High School 1970 — 1974
April Wood's Merrill Lynch Experience April 2007 - August 2013
Job Partner at Bodegas Iturria Winery
Industry Wine and Spirits
Experience
Allstate June 2014 - Present
Bodegas Iturria Winery September 2013 - Present
Merrill Lynch April 2007 - August 2013
Skills
Customer Service, Strategic Planning, Retirement Planning, Marketing, Wealth Management, Sales Management, Team Building, Marketing Strategy, Insurance
Education
University of Missouri-Kansas City
Allstate June 2014 - Present
Bodegas Iturria Winery September 2013 - Present
Merrill Lynch April 2007 - August 2013
Skills
Customer Service, Strategic Planning, Retirement Planning, Marketing, Wealth Management, Sales Management, Team Building, Marketing Strategy, Insurance
Education
University of Missouri-Kansas City
Christian E. Abboud's Merrill Lynch Experience 2008 - Present
Job SVP Private Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
US Trust October 1998 - March 2008
Education
State of Minnesota
CPA, Accounting
Minnesota 1995 — 1997
Master of Business Administration (M.B.A.), Accounting
University of Minnesota-Twin Cities 1982 — 1987
Bachelor's degree, Economics
Bishop's High School 1970 — 1981
Merrill Lynch 2008 - Present
US Trust October 1998 - March 2008
Education
State of Minnesota
CPA, Accounting
Minnesota 1995 — 1997
Master of Business Administration (M.B.A.), Accounting
University of Minnesota-Twin Cities 1982 — 1987
Bachelor's degree, Economics
Bishop's High School 1970 — 1981
Will Klinke, CFA's Merrill Lynch Experience February 2011 - October 2013
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Merrill Lynch February 2011 - October 2013
Skills
Financial Analysis, Valuation, Investments, Analysis, Series 7, Financial Planning, Market Analysis, Microsoft Excel, Uniform Combined State..., Investment Strategies, Finance, Portfolio Management, Strategic Financial..., Writing Skills, Group Presentations, Industry Research, Industry Analysis, Economic Research, Chartered Financial...
Education
University of Mississippi 2001 — 2005
Bachelor, Accountancy, Cum Laude
Morgan Stanley October 2013 - Present
Merrill Lynch February 2011 - October 2013
Skills
Financial Analysis, Valuation, Investments, Analysis, Series 7, Financial Planning, Market Analysis, Microsoft Excel, Uniform Combined State..., Investment Strategies, Finance, Portfolio Management, Strategic Financial..., Writing Skills, Group Presentations, Industry Research, Industry Analysis, Economic Research, Chartered Financial...
Education
University of Mississippi 2001 — 2005
Bachelor, Accountancy, Cum Laude
Jim Neunuebel's Merrill Lynch Experience January 1988 - June 2014
Job Financial Advisor at UBS Financial Servies
Industry Financial Services
Experience
UBS Financial Services June 2014 - Present
Merrill Lynch January 1988 - June 2014
Skills
Finance
Education
University of Missouri-Columbia 1985 — 1987
Master's Degree, MBA - FINANCE
University of Missouri-Columbia 1981 — 1985
Bachelor's Degree, BSBA - FINANCE
UBS Financial Services June 2014 - Present
Merrill Lynch January 1988 - June 2014
Skills
Finance
Education
University of Missouri-Columbia 1985 — 1987
Master's Degree, MBA - FINANCE
University of Missouri-Columbia 1981 — 1985
Bachelor's Degree, BSBA - FINANCE
Andrew Doonan's Merrill Lynch Experience August 2011 - January 2013
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Advisors April 2013 - Present
Merrill Lynch August 2011 - January 2013
Skills
Investments, Risk Management, Wealth Management, Mutual Funds, Securities
Education
University of Mississippi 2007 — 2011
BA, Finance
St. Thomas High School 2004 — 2007
Wells Fargo October 2014 - Present
Wells Fargo Advisors April 2013 - Present
Merrill Lynch August 2011 - January 2013
Skills
Investments, Risk Management, Wealth Management, Mutual Funds, Securities
Education
University of Mississippi 2007 — 2011
BA, Finance
St. Thomas High School 2004 — 2007
Brad Scrivner's Merrill Lynch Experience 2002 - 2004
Job President & CEO at Valley National Bank
Industry Banking
Experience
Valley National Bank 2012 - Present
UMB Bank 2004 - 2012
Merrill Lynch 2002 - 2004
Xerox Corporation 1996 - 2002
Learfield Communications 1994 - 1996
Ameren 1992 - 1994
Education
William Woods University 1996 — 1998
Master, Business Administration
University of Missouri-Columbia 1987 — 1992
Bachelor of Science, Electrical Engineering
Valley National Bank 2012 - Present
UMB Bank 2004 - 2012
Merrill Lynch 2002 - 2004
Xerox Corporation 1996 - 2002
Learfield Communications 1994 - 1996
Ameren 1992 - 1994
Education
William Woods University 1996 — 1998
Master, Business Administration
University of Missouri-Columbia 1987 — 1992
Bachelor of Science, Electrical Engineering
Kristen Sapp's Merrill Lynch Experience May 2015 - Present
Job Registered Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Morgan Stanley Wealth Management August 2013 - May 2015
Morgan Stanley Wealth Management August 2011 - August 2013
Nadia Cavner Group May 2010 - August 2010
Skills
Customer Service, Series 7, Finance, Uniform Combined State..., Estate Planning, Wealth Management..., Risk Management, Microsoft Office, Retirement Planning, Social Networking, Wealth Management
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Finance and Banking
Greenwood Laboratory School 1994 — 2007
Merrill Lynch May 2015 - Present
Morgan Stanley Wealth Management August 2013 - May 2015
Morgan Stanley Wealth Management August 2011 - August 2013
Nadia Cavner Group May 2010 - August 2010
Skills
Customer Service, Series 7, Finance, Uniform Combined State..., Estate Planning, Wealth Management..., Risk Management, Microsoft Office, Retirement Planning, Social Networking, Wealth Management
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Finance and Banking
Greenwood Laboratory School 1994 — 2007
FRANCES CHESNUT's Merrill Lynch Experience February 2001 - December 2008
Job Human Resource Administrator at Nucor Steel
Industry Mining & Metals
Experience
Nucor Steel July 2009 - Present
Merrill Lynch February 2001 - December 2008
Sea Island Company July 1994 - October 1998
Education
University of Mississippi
BA, Interior Design
Nucor Steel July 2009 - Present
Merrill Lynch February 2001 - December 2008
Sea Island Company July 1994 - October 1998
Education
University of Mississippi
BA, Interior Design
Jared Gilpin's Merrill Lynch Experience January 2007 - July 2012
Job President at Macro Trend, LLC
Industry Financial Services
Experience
Macro Trend, LLC July 2012 - Present
Merrill Lynch January 2007 - July 2012
Education
University of Missouri-Columbia
Macro Trend, LLC July 2012 - Present
Merrill Lynch January 2007 - July 2012
Education
University of Missouri-Columbia
Katie Skiver's Merrill Lynch Experience April 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Strategic Asset Management, Inc. January 2011 - April 2013
Education
University of Missouri-Columbia 1989 — 1993
Bachelor of Science (B.S.), Biology, General
Merrill Lynch April 2013 - Present
Strategic Asset Management, Inc. January 2011 - April 2013
Education
University of Missouri-Columbia 1989 — 1993
Bachelor of Science (B.S.), Biology, General
Ann Bertram's Merrill Lynch Experience January 2011 - Present
Job Business Manager for Lafferty & Associates
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Education
University of Minnesota-Twin Cities 1986 — 1990
Merrill Lynch January 2011 - Present
Education
University of Minnesota-Twin Cities 1986 — 1990
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank