Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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Merrill Lynch Employees
Merrill Lynch March 2007 - Present
Union Bank & Trust 1994 - 1996
Cornhusker Bank January 1992 - January 1994
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Banking, Fixed Income, Series 7, Wealth Management, Mutual Funds, Microsoft Excel, Risk Management, Financial Modeling, Asset Management, Securities, Mortgage Lending
Education
University of Nebraska-Lincoln 1987 — 1991
Business Administration and Management, General
First Foundation Inc. April 2013 - Present
Merrill Lynch June 2012 - April 2013
Bank of America Merrill Lynch April 2012 - April 2013
Skills
Rhonda M. Denning, Banking, Investments, Sales, Marketing, Management, Strategic Planning, Credit, Operations Management, Business Development, Salesforce.com, Customer Service, Mortgage Lending, Loans, Series 7, Access
Education
University of Nevada-Las Vegas 1985 — 1985
The University of Montana 1982 — 1983
Cielo Talent February 2013 - Present
Merrill Lynch October 2011 - February 2013
Edward Jones July 2004 - October 2011
Skills
Talent Management, Leadership, Client Relationship..., Full-cycle Recruiting, Recruitment/Retention, Relationship Development, Talent Acquisition, Applicant Tracking..., Hiring, Cold Calling, Onboarding, Coaching, Strategic Sourcing, Talent Pipelining, Interviewing, Feedback, Sales Recruitment, Account Management
Education
University of Missouri - St. Louis 1997 — 2002
B.A., Communications
The Vape Summit January 2015 - Present
Reinventing Events October 2014 - Present
CZ MKTG (formerly CollectiveZoo) June 2011 - Present
Downtown Project March 2014 - October 2014
Merrill Lynch April 2008 - August 2010
Colonial Bank March 2007 - April 2008
Skills
Uniform Combined State..., Advertising, Financial Analysis, Digital Media, Customer Service, Event Planning, Marketing, Event Based Marketing, Business Development, Financial Advisory, Brand Development, Integrated Brand..., Business Strategy, Hospitality, Entertainment, PowerPoint, Microsoft Excel, Event Management, Microsoft Word, Leadership, Brand Management, Sponsorship, E-commerce, Creative Direction, Social Networking, Facebook, Community Engagement, Social Entrepreneurship
Education
UNLV 2005 — 2010
BS, Finance
The ASNY Company, LLC December 2014 - Present
In-N-Out Burger August 2006 - Present
Downtown Project January 2014 - September 2014
Valtus Capital Group November 2013 - January 2014
NEPC March 2013 - September 2013
Station Casinos May 2012 - June 2012
Merrill Lynch January 2012 - May 2012
Skills
Customer Service, Microsoft Office, Excel, Team Building, Word, Social Media Marketing, PowerPoint, Budgeting, Customer Relations, Teamwork, Problem Solving, Microsoft Excel, Microsoft Word, Finance, Auditing, Data Analysis, Budgets, Accounting, Marketing, Program Management, Management, Leadership, Training, Financial Analysis, Investments, Analysis, Event Planning, Inventory Management, Time Management, Team Leadership, Strategic Planning, Social Media, Sales, Research, Public Speaking, Process Improvement, Outlook, Operations Management, Negotiation, Market Research, Banking, Human Resources, Payroll, Project Planning, Social Networking, Customer Satisfaction, Data Entry, QuickBooks, CRM, Portfolio Management
Education
University of Nevada-Las Vegas 2008 — 2012
BSBA, Finance
People's Capital and Leasing Corp. December 2013 - September 2014
People's Capital and Leasing Corp. June 2011 - November 2013
Merrill Lynch August 2009 - June 2011
GE Capital August 2008 - October 2008
Citicapital October 2006 - August 2008
Bank of America July 2005 - October 2006
IBM Global Financing March 1997 - May 2005
Financial Guaranty Insurance January 1993 - November 1996
AMBAC June 1991 - December 1992
Ambac Indemnity Corp- division of Citigroup December 1988 - June 1991
Skills
Credit Analyst, Risk..., Portfolio Management
Education
Stanford University
Bachelor's Degree, English Language and Literature, General
University of Missouri-Saint Louis
Master of Business Administration (M.B.A.), Finance, General
Merrill Lynch January 2014 - Present
Integress Financial 2012 - 2014
Merrill Lynch 2004 - 2012
AXA 2002 - 2004
Skills
Investments, Portfolio Management, Strategic Financial..., Finance, Financial Advisory, Asset Management, Wealth Management, Investment Strategies, Equities, Risk Management, Retirement Planning, Alternative Investments
Education
UNLV 1995 — 2002
Bachelors of Science, Finance
Wells Fargo Advisors 2014 - Present
Merrill Lynch 2011 - 2014
Skills
Retirement Planning, Investments, Company 401k's, Estate Investment..., IRA & IRA Rollovers, Asset Allocation, Financial Advisory
Education
University of Nevada-Las Vegas
Bachelor of Science, Business Administration and Management
Financial Advisor September 2009 - Present
Merrill Lynch November 2008 - September 2009
Wells Fargo September 2001 - October 2007
Skills
Alternative Investments, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Uniform Combined State..., Investment Advisory, Investments, Fixed Income, Wealth Management..., Fixed Annuities, Series 63, Risk Management, Portfolio Management, Retirement, Securities, Asset Management, Series 3 Commodities..., Series 4 Options..., Series 53 Municipal..., Finance
Education
University of Nevada-Las Vegas 1993 — 1997
Bachelor of Arts (B.A.), Economics
Ivanhoe
UBS Financial Services Inc. February 2009 - Present
Merrill Lynch January 2006 - February 2009
Education
University of Nebraska-Lincoln 1990 — 1995
Bachelor of Business Administration (BBA), Finance, General
UBS Wealth Management - Americas 2009 - Present
Merrill Lynch June 1996 - February 2009
Education
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Invesment Management Analyst Certification
University of Nebraska-Lincoln 1980 — 1985
Bachelor of Science, Finance
Investment Management Consultants Association
Totally Mod Event Furnishings April 2015 - Present
Alsco November 2010 - September 2013
Konica Minolta Business Solutions June 2005 - May 2009
Toshiba America September 2002 - June 2005
Nobel Biocare November 1998 - May 2002
Credentials Services International November 1997 - August 1998
Merrill Lynch February 1997 - June 1997
Skills
Sales Operations, Sales, Marketing, CRM, New Business Development, Sales Process, Cold Calling, Sales Management, Forecasting, Training, Direct Sales, Management, Trade Shows, Online Marketing, Sales Presentations, Pricing, Market Planning, Project Planning, Budgets, Negotiation, B2B, Selling, Marketing Strategy, Customer Retention, Solution Selling, Competitive Analysis, Lead Generation, Advertising, Online Advertising, Social Media Marketing, Event Planning, Customer Service, Strategic Partnerships, Account Management, Product Marketing, Customer Satisfaction, Business Development, SAP, AS400 system, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Microsoft Office, Event Management
Education
University of Nevada-Las Vegas
Hospitality Administration/Management
Q Enterprises September 2015 - Present
Return With Purpose October 2012 - Present
eateria November 2014 - August 2015
Zobrio October 2013 - October 2014
NC4 April 2011 - September 2012
e-Sponder, LLC April 2009 - April 2011
Aventurs Development January 2005 - April 2009
Merrill Lynch 2001 - 2005
McLeod USA 2000 - 2001
McLeodUSA 1997 - 2000
Skills
Business Development, International Business..., Strategic Planning, Financial Analysis, Government, Public Sector, Project Management, Strategy, SharePoint, Business Process..., Team Building, Leadership, Entrepreneurship, Analysis, Negotiation, Start-ups, Security, Program Management, Business Intelligence, Risk Management, Management, Project Planning, Training, Nonprofits, Public Relations, Telecommunications, Management Consulting, Business Strategy, Strategic Partnerships, Business Analysis, Process Improvement, Cross-functional Team..., CRM, Cloud Computing, Change Management, Contract Negotiation, Account Management, Team Leadership, Marketing, Selling, Sales, SaaS, New Business Development, Solution Selling, Executive Management, Product Management, Professional Services, Enterprise Software, Business Planning, Vendor Management
Education
Webster University 1987 — 1991
MBA
University of Missouri-Saint Louis
BS
Stern & Co. Media Relations/ Corporate Communications October 1994 - Present
Citizens for Los Angeles Wildlife, Inc. October 2011 - Present
Patch.com May 2011 - December 2012
Merrill Lynch 1996 - 1999
Skills
Executive Media Training, Writing Skills, Media Relations, Public Relations, Marketing Strategy, Writing, Marketing Communications, Corporate Communications, Event Planning, Newsletters, Publicity, Strategic Communications, Crisis Communications, Training, French, Public Affairs, Local Government, Grassroots Lobbying, Activism, Environmental Awareness, Environmental Issues, Grassroots Organizing, Community Organizing, Community Outreach, Press Relations, Storytelling, Strategy, Publications, Publishing, Press Releases, Investor Relations, Speech Writing, Marketing, Copy Editing, Feature Articles, Content Development, AP Style, Web Content, Online Journalism, News Writing, Content Strategy, Editorial, Business Journalism, Breaking News
Education
University of Montana 1989 — 1994
BA, English
TriCor Financial LLC January 2012 - Present
Morgan Stanley 2011 - 2011
Wells Fargo Advisors 2003 - 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Series 66, Securities, Annuities, Investments, Asset Management, Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Customer Relations, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies, Estate Planning, Insurance, Strategic Financial..., Fixed Annuities, Uniform Combined State..., Customer Service, Financial Analysis, Financial Risk, Wealth Management..., Finance, Life Insurance, Financial Planners, Investment Advisory, Retirement, IRAs, Variable Annuities, Series 63, Series 65, FINRA, 401k, Alternative Investments
Education
University of Nevada Las Vegas Lee Business School 1993 — 1998
BS, Finance
John F. Phillips Political Risk Analysis, Research and Consulting January 2013 - Present
Gateway Academy June 1999 - July 2001
St. Louis Community College August 1994 - June 2001
St. Sabina Catholic Church June 1996 - June 1999
St. Elizabeth Catholic Church June 1992 - June 1996
Merrill Lynch May 1988 - May 1991
America Financial Group January 1983 - May 1988
University of Missouri - St. Louis January 1979 - June 1982
Skills
Outstanding problem..., Outstanding verbal and..., Excellent leadership..., Excellent quantitative..., Ability to problem..., Excellent..., Negotiation, Strategic Planning, Forecasting, Customer Service, Team Building, Microsoft Excel, Facebook, Financial Analysis, Leadership, International Relations, Budgets, Business Planning, Business Strategy, Training, Research, Marketing Strategy, Analysis, Team Leadership, Microsoft Office, Blogging, Management, Government, Strategy, Market Research, Program Management, Public Relations, Insurance, Social Networking, Social Media
Education
University of Missouri- St. Louis 1989 — 1991
Doctoral Program, Political Science with a concentration in International Relations/ Political Economy
University of Missouri-Saint Louis 1980 — 1982
Master of Arts (M.A.), Political Science/ International Relations
University of Missouri - St. Louis 1977 — 1979
Bachelor of Arts (B.A.), Political Science/ International Affairs
Morgan Stanley Wealth Management August 2013 - Present
Merrill Lynch October 2010 - August 2013
FirstMerit Bank March 2009 - October 2010
Chase Bank March 2006 - March 2009
Education
Mount Union College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America Merrill Lynch October 2010 - Present
Bank of America Merrill Lynch April 2006 - October 2010
Merrill Lynch June 2001 - April 2006
Skills
Retirement Planning, FINRA, Defined Benefit, Equities, Series 7, Series 63, Mutual Funds, Investments, Financial Services, Retirement, 401k, Securities, Alternative Investments, Asset Allocation, Asset Management, Banking, Bonds, Budgets, CRM, Client Services, Coaching, Customer Service, Defined Contribution, Employee Benefits, Financial Advisory, Financial Analysis, Financial Markets, Fixed Income, Hedge Funds, Insurance, Investment Advisory, Investment Management, Investment Strategies, Marketing, Options, Pensions, Portfolio Management, Recruiting, Relationship Management, Risk Management, Sales, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Uniform Combined State..., Wealth Management
Education
University of Mount Union 1985 — 1989
B.A. in Business, Finance and Economics
UBS December 2009 - Present
Chicks n Chaps 2008 - October 2013
Merrill Lynch September 2005 - October 2009
Education
Frenchtown High School
The University of Montana
Biolitec US, Inc. March 2007 - Present
CCS Medical September 2006 - March 2007
Medtronic March 2004 - September 2006
Animas Corporation, A Johnson and Johnson Company August 2002 - March 2004
Merrill Lynch July 2000 - August 2001
Abbott Laboratories April 1989 - July 2000
Skills
Operating Room, Surgery, Hospitals, Capital Equipment, Disposables, Market Development, Developing New Markets, Sales Management, Medical Devices, Launching Of New..., Surgeons, Surgical Instruments, Endoscopy, Clinical Selling, Consultative Selling, Solution Selling, New Business Development, Healthcare, Urology, Neurology, Endocrinology, OB/GYN, Distribution Management, Diabetes, Cardiology, Gynecology, Gynecologic Surgery, Robotic Surgery, DaVinci, Start-ups, Logistics, Product Launch, Sales Operations, Selling, Surgical Device Sales, Spine, Orthopedic, Pharmaceutical Sales, Distributed Team..., Capital Equipment Sales, Dermatology, Hardware Diagnostics, General Surgery, Sales Force Development, Management, Cold Calling, Account Management, Leadership, Managed Care, Pharmaceutical Industry
Education
University of Nebraska at Omaha
SunTrust Bank 2012 - Present
Merrill Lynch 2011 - 2012
Standard Chartered Bank 2009 - 2011
Citi March 2006 - 2009
Standard Bank 2005 - 2006
Barclays Bank January 1998 - January 2005
Skills
Financial Analysis, Financial Markets, Cash Management, Portfolio Management, Wealth Management, Credit, Credit underwriting, Banking, Risk Management, Capital Markets, Underwriting, Finance, Financial Risk, Loans, Corporate Finance, FX Options
Education
CFA Institute 2005 — 2008
CFA charter, Investment management
University of Nairobi 1994 — 1998
B Comm, Finance
Strathmore University 1995 — 1996
IDPM, Computer Programming
Alliance High School 1992 — 1994
KCSE, General Studies
Starbucks July 2015 - Present
Starbucks March 2013 - June 2015
Merrill Lynch August 2009 - December 2012
Liquid Assets March 2009 - August 2009
Barrier Motors Merecedes Benz June 2008 - March 2009
Skills
Financial Analysis, Investment Advisory, Leadership, Market Research, Financial Modeling, Forecasting, Microsoft Excel, Analytics, Data Analysis
Education
The University of Montana 2004 — 2008
Bachelor of Science, Political Science
CitiusTech December 2010 - Present
PNC 2014 - 2015
PNC 2014 - 2015
PNC 2014 - 2015
Tata Consultancy Services October 2007 - December 2010
Merrill Lynch 2008 - 2010
MAQ Software 2006 - 2007
Persistent Systems 2006 - 2007
Skills
WCF, LINQ, ASP.NET, Shell Scripting, JavaScript, Knockout, SQL Server, C#, Web Services, SSRS, .NET
Education
University of Mumbai 2001 — 2005
BE, Computer Science
Watson Realty Referral July 2013 - Present
American Red Cross 2014 - 2014
American Red Cross 2014 - 2014
Watson Realty Corp. 2004 - 2013
Merrill Lynch 1997 - 2004
N&K Enterprises dba Sarah's Sandwich Shop and TNG's Catering 1988 - 1996
Skills
Land, Townhomes, First Time Home Buyers, Foreclosures, Residential, Real Estate, Construction, Property, Short Sales, Single Family Homes, Relocation, New Home Sales, Contract Negotiation, Referrals
Education
University of Missouri-Saint Louis
University of Phoenix
B.S., Business Management
Accenture August 2012 - Present
Ana-Data Consulting May 2008 - May 2011
Merrill Lynch October 2008 - May 2009
Summitworks Technologies 2007 - 2008
Accenture in India March 2004 - October 2007
Accenture 2004 - 2007
Crescent Media 1997 - 2000
Skills
SDLC, Agile Methodologies, SOA, Software Project..., Web Services, Solution Architecture, Enterprise Architecture, Business Analysis, Business Intelligence, Agile Project Management, SharePoint, Software Development, WCF, Requirements Analysis, TFS, Requirements Gathering, ETL, IT Strategy, ASP.NET, PL/SQL, Microsoft SQL Server, .NET
Education
University of Mumbai 1992 — 1997
Bachelor of Science (B.Sc.)
CGI August 2015 - Present
Tata Consultancy Services August 2003 - July 2015
CIBC November 2007 - April 2014
ABN AMRO Bank Europe November 2005 - August 2007
Merrill Lynch August 2003 - October 2005
GE Capital January 1999 - July 2003
Education
York University - Schulich School of Business 2014 — 2015
Master of Business Administration (MBA)
ICFAI University (India) 2003 — 2007
Master of Business Administration (MBA), Information Technology
University of Mumbai
Bachelor's Degree, Electrical and Electronics Engineering
Bank of Tokyo-Mitsubishi UFJ November 2011 - Present
CoEnterprise LLC March 2011 - November 2011
iGlobal Group May 2008 - February 2011
Merrill Lynch 2006 - 2008
cMango 2004 - 2006
Wipro Technologies 2004 - 2006
cMango 2004 - 2006
icici onesource 2000 - 2002
Skills
Requirements Analysis, EDI, Integration, Unix, Software Development, Quality Center, QTP, ITIL, XML, SDLC, FTP, XSLT, Sterling Integrator, Sterling File Gateway, PGP, Secure+, Sterling Control Center, Connect Direct, SFTP, HTTPS
Education
University of Mumbai
Wells Fargo Advisors, LLC 2005 - Present
Merrill Lynch January 2003 - January 2005
KeyBank January 2000 - January 2003
Citi June 1997 - December 1999
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Fixed Annuities, Estate Planning, Management, Insurance, Small Business, Employee Benefits, Sales, Mutual Funds, Variable Annuities, Pensions, Human Resources, Independent Financial..., Social Security, Stress Management, Fiduciary, Long Term Care Insurance
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
MBA, Business - Banking & Finance
University of Mount Union 1993 — 1997
BA, Business
Mapleton 1990 — 1993
Morgan Stanley January 2015 - Present
ForwardThink Group June 2011 - December 2013
Merrill Lynch 2011 - 2013
AVAcorp January 2010 - July 2011
Mphasis an HP Company October 2000 - December 2009
Indiainfo.com February 2000 - October 2000
Tata Interactive System September 1998 - February 2000
Skills
User-centered Design, Usability, Information Architecture, Usability Testing, Wire Framing, User Experience, Heuristic Evaluation, Card Sorting, User Interface Design, Interaction Design, User Research, Contextual Inquiry, User Interface, Usability Engineering, Paper Prototyping, Task Analysis, Site Maps, User Scenarios, Requirements Analysis, Experience Design, CSS, E-commerce, Design Thinking, Human Computer..., User Experience Design, Web Applications, Web Design
Education
University of Mumbai 1988 — 1993
BFA, Fine Arts (Creative Painting)
UBS Financial Services Inc May 2009 - Present
Merrill Lynch October 1993 - May 2009
Education
University of Nevada-Las Vegas 1978 — 1982
BSBA
Bishop Gorman High School 1974 — 1978
Gap Inc. June 2015 - Present
PwC 2012 - 2015
Oregon Parks & Recreation Department August 2011 - May 2012
Legacy Health May 2011 - July 2011
Oregon Parks and Rec February 2011 - May 2011
ATF Bank May 2010 - July 2010
London Almaty Insurance Company January 2010 - March 2010
Merrill Lynch December 2008 - May 2009
Skills
Agility, Team Management, Diversity, Leadership Development, Travel, Process Improvement, Compliance Audits, Internal Audit, Budget Analysis, Multicultural Teams, Audit, Financial Reporting, Teamwork, Financial Analysis, Accounting, Excel, SAP, Microsoft Office, Visio, PowerPoint, Business Analysis, Team Leadership, Word, Time Management, Team Building, Market Research, Analysis, Microsoft Excel, Strategic Planning, Leadership, Financial Accounting, Research, Microsoft Word, Quality Auditing, Competitive Analysis, Budgets, Project Planning, Auditing
Education
Willamette University - Atkinson Graduate School of Management 2010 — 2012
MBA, Internal Audit, Non-profit management
University of Montana 2005 — 2009
Bachelor of Science, Finance; Finance
Capco March 2012 - Present
Nomura Securities( For Headstrong, LLC) October 2011 - March 2012
SunGard Financial Systems June 2011 - October 2011
University of Pittsburgh July 2009 - April 2011
Bluefront Capital LLC May 2010 - July 2010
Merrill Lynch February 2006 - July 2009
National Stock Exchange of India Infotech November 2004 - February 2006
Skills
SAS Base, Business Analysis, Derivatives, Risk Management, VBA, Analysis, SDLC, Requirements Analysis, Fixed Income, Management, SQL, Equities, Equity Derivatives, Financial Modeling, Consulting, Trading
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Finance, IT & Strategy
University of Mumbai 2000 — 2004
Bachelor of Engineering, Computer Engineering
Kidland English High School
Diversified Trust Company January 2014 - Present
Diversified Trust Company April 2012 - December 2013
Charles Schwab September 2009 - April 2012
Charles Schwab August 2006 - September 2009
Diversified Trust Company July 2005 - December 2005
Accenture August 2002 - June 2004
Fisher Investments May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Wealth Management, Financial Services, Business Strategy, Management Consulting, Corporate Development, Project Management, Investments, Financial Modeling, Asset Managment, Venture Development, Strategic Financial..., Valuation, Equities, Private Equity, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Asset Management, Management
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA
University of Montana 1997 — 2001
B.S.
Rutgers Cancer Institute of New Jersey May 2015 - Present
Rutgers Cancer Institute of New Jersey April 2014 - April 2015
New York Life October 2013 - February 2014
New York Life Insurance Company October 2013 - February 2014
Imperial A.I. Credit Companies July 2007 - February 2013
Imperial Credit Corp June 2007 - May 2012
Bristol Myers Squib 2005 - 2007
Credit Suisse First Boston June 2004 - January 2005
Merrill Lynch May 1998 - April 2003
Barclays Capital. – New York, NY March 1996 - December 1997
Skills
Windows 7, XP, Active Directory, System Administration, VMware, Thin Clients, Outlook, SDLC, VMware View, Unix, Microsoft Exchange, Thin, Access, Security, Powershell, Disaster Recovery, Citrix, Solaris, Vendor Management, DNS, SQL, Visio, DHCP, ITIL, BMC Remedy, Microsoft SQL Server, IIS, Project Management, VBScript, Business Analysis, Servers, Software Documentation, VPN, Computer Hardware, Network Administration, Technical Support, Blackberry Enterprise..., Enterprise Architecture, Networking, Software Installation, Windows, Virtualization, IT Management, Testing, Help Desk Support, System Deployment, Troubleshooting, Information Technology, Altiris, Blackberry
Education
University of Mumbai 1974 — 1978
B. Com, Accounts, Economics
MWA Wealth Management & Investment Advisory Group, LLC January 2005 - Present
Neighborhood Housing Services of Southern Nevada, Inc. July 2009 - December 2010
Clark County Business Development Education Program 2008 - 2009
Merrill Lynch March 1999 - January 2005
Jazz Club, Inc. September 1998 - February 1999
Skills
Wealth Management, Investments, Series 7, Mutual Funds, Investment Advisory, Portfolio Management, Series 63, Asset Allocation, Leadership, Asset Management, Securities, Retirement Planning, Financial Advisory, Non-profit Leadership, Fundraising, Contract Management, Management Consulting, Retirement, Finance, Financial Services, Financial Analysis, Insurance, Series 24, FINRA, Alternative Investments, Strategic Planning
Education
University of Nevada, Las Vegas 1982 — 1986
Bachelor of Science in Business Administration
Merrill Lynch March 2005 - Present
Oracle Corporation March 1999 - February 2005
CFT Consulting Inc. February 1998 - February 1999
Abacus Computers Ltd May 1996 - May 1997
Education
University of Westminster 2003 — 2004
MS, Computer Science
University of Mumbai 1993 — 1997
BS, Computer Enginnering
The Wilkinson Group July 2009 - June 2015
Merrill Lynch February 2008 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Financial Analysis
Education
University of Nebraska-Lincoln 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Fisher Investments September 2014 - Present
US Bancorp January 2014 - September 2014
Merrill Lynch August 2012 - January 2014
First Command Financial Services November 2011 - August 2012
Army National Guard November 2008 - July 2009
Army National Guard February 2007 - September 2008
Skills
Retirement Planning, Financial Planning, Investments, Insurance, Public Speaking, Asset Management, Portfolio Management, Wealth Management, Financial Analysis, Annuities, Long Term Care, Investment Advisory, Employee Benefits, Securities, Long-term Care, Retirement, Estate Planning
Education
The University of Montana 2009 — 2011
Masters, Public Administration
UBS May 2009 - Present
Merrill Lynch November 1998 - May 2009
Education
UNLV 1997 — 2000
BS, Finance
Saint Louis High School
Beacon Insurance Group, LLC March 2009 - Present
Brighton Wealth Management, Inc. January 2009 - Present
UBS Wealth Management January 2002 - January 2009
Merrill Lynch March 1981 - January 2002
Skills
Asset Allocation, Equities, Technical Analysis, Portfolio Management, Asset Management, Investments, Wealth Management, Mutual Funds, Investment Strategies, Securities, Investment Advisory, Life Insurance, Disability Insurance, Term Life Insurance
Education
University of Nebraska-Lincoln 1975 — 1978
Bachelor of Science in Business Administration, Finance & Economics
Genworth Financial April 2011 - Present
K12 Excellence Inc March 2010 - April 2011
RiTek Solutions 2010 - 2011
Merrill Lynch 2006 - 2010
Skills
SDLC, Microstrategy, Requirements Analysis, SQL, Data Warehousing, Business Intelligence, ETL, Informatica, Integration, Databases, Microsoft SQL Server, Database Design, Business Analysis, Enterprise Architecture, Cognos, Visio, Requirements Gathering, Business Objects, Unix, IT Strategy, Software Project..., Vendor Management, PL/SQL, Oracle
Education
University of Mumbai 1999 — 2003
BE, Electronics
Patni 2003-04 Batch
Wells Fargo Dealer Services January 2013 - Present
Wells Fargo Dealer Services May 2012 - Present
Zimmer Insurance Group January 2011 - May 2012
Merrill Lynch September 2010 - January 2011
American Family Insurance February 2009 - September 2010
Interactive Financial Corp. October 2007 - March 2009
Nationstar Mortgage February 2007 - September 2007
Jim Click Automotive August 1998 - February 2007
Skills
Insurance, Automotive Finance, Mortgage Lending, Sales Management, Underwriting, Finance, Credit, Loans, Real Estate, Customer Satisfaction, Employee Benefits, Financial Services, Sales, Business Development, Portfolio Management, Refinance, Loan Origination, Risk Management, Retirement Planning, Credit Analysis, Leadership, Management, Automobile, Team Building, Customer Service, Account Management, Strategic Planning, Small Business, Negotiation, CRM, Marketing, Coaching, Customer Retention, Investment Properties, FHA, Investments, Time Management, Financial Analysis, Life Insurance, Fixed Annuities, Term Life Insurance, Banking, Commercial Lending, Consumer Lending, Disability Insurance, Strategic Financial..., Financial Risk, Property & Casualty...
Education
Northeast Community College 2011 — 2012
Business-Insurance
University of Nebraska-Lincoln 1996 — 1998
Business Mgt.
Lincoln Northeast High School 1993 — 1996
Enterprise Iron April 2002 - Present
Merrill Lynch January 1999 - April 2002
TelecomVillage.Com January 1997 - April 1999
AquaSource, Inc. January 1995 - April 1997
Skills
Financial Services, E-commerce, Project Management, Investments, Business Analysis, Program Management, Strategy, Outsourcing, Management Consulting, Account Management, Management, Integration, SDLC, Requirements Analysis, Business Process..., Risk Management, Vendor Management
Education
University of Montana 1989 — 1993
BA, Economics
Venture Encoding LLC December 2008 - Present
NEC 2005 - 2007
Merrill Lynch 2003 - 2005
Emcore Corporation 2001 - 2003
Alphasoft Services Corp 2000 - 2001
Eftia OSS Solutions April 2000 - October 2000
Skills
C#, SQL, ASP.NET, Microsoft SQL Server, .NET, XML, Web Services
Education
University of Mumbai 1993 — 1998
B.S
KW Commercial, Keller Williams Real Estate November 2013 - Present
NAI Capital Commercial Real Estate Services October 2010 - October 2013
Coldwell Banker Commercial 2004 - 2010
Merrill Lynch January 1998 - January 1999
Greenberg Jewelers and Associates April 1994 - January 1998
Skills
Real Estate Development, Commercial Real Estate, Location Intelligence, Commercial Leasing, Tenant Representation, 1031 Exchanges, Real Estate License, Shopping Centers, Entitlements, Lease Negotiations, Income Properties, Investment Acquisition, Seller Representation, Sale-Leaseback, Land Acquisition, Land, Move-Up Home, Land Purchase, Site Finding, Cap Rates, Property Disposition, Ground Up Development, Residential Income, Raw Land, Renegotiations, Location Selection, Landlords, Medical Buildings, Real Estate, Investment Properties, Property Management, Residential Homes, Dispositions, Real Estate Economics, REO, Real Estate Financing
Education
University of Nebraska at Omaha
Wayne State College
PwC September 2014 - Present
Ernst & Young May 2012 - September 2014
Accenture January 2010 - May 2012
Independent BSA/AML Consultant June 2008 - January 2010
Merrill Lynch October 2007 - February 2008
ABN AMRO June 2006 - September 2007
JPMorgan Chase 2005 - 2005
Skills
USA PATRIOT Act, KYC, FATCA, Policy, Dodd-Frank, Risk Assessment, Due Diligence, Operational Risk..., Transaction Processing, AML, Financial Risk, Sanction, OFAC, Fraud, Risk Management, Anti Money Laundering, Bank Secrecy Act, Banking, Compliance, Corporate Governance, Enterprise Risk..., Financial Regulation, Financial Services, Governance, Hedge Funds, Operational Risk, Regulations
Education
University of Nebraska-Lincoln
BioUrja Trading LLC January 2014 - Present
BioUrja Trading LLC September 2010 - December 2013
BioUrja Trading LLC May 2009 - September 2010
Merrill Lynch May 2008 - May 2009
Maersk Line October 1999 - April 2007
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Logistics, Budgets, Investments, Financial Analysis, Business Strategy, Project Planning, International Business, Valuation, Corporate Finance, Investment Banking, Capital Markets, Private Equity, Commodity Trading, Hedging, Risk Management, Marine Operations, Chartering, Commodity Markets, Management, Trading, Energy, Commodity, Supply Chain Management, Business Development
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance
University of Mumbai 1996 — 1999
B.S., Nautical Science and Technology
CMS
Merrill Lynch 2011 - 2013
Meta Payment Systems 2008 - 2010
First Data Corporation 1994 - 2004
Skills
Client Relations Skills, Credit Card Transaction..., Payment Card Processing, Merchant Card Processing, Credit Cards, Debit Cards, Payment Systems, Relationship Management, Transaction Processing, Financial Services
Education
University of Nebraska at Kearney
Bachelor of Science, Business Administration
Merrill Lynch July 2015 - Present
Citi January 2012 - July 2015
Citi October 2002 - December 2011
Citi August 1999 - September 2002
Citi May 1997 - July 1999
Skills
Sales Management, Relationship Management, Loans, Business Development, Mortgage Lending, Sales, Selling, Credit, Public Speaking, Strategic Thinking, Long-term Customer..., Sales Operations, Team Building, Management, Banking, Consultative Selling, Investments, Account Management, Strategic Planning, B2B, Business Strategy, Business Planning, Financial Services, Series 7, Series 65, Series 63
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration
Timco Blasting and Coatings January 2015 - Present
Calfrac Well Services November 2012 - January 2015
Mountain Creek Products October 2011 - November 2012
High Plains Gas January 2011 - February 2012
Merrill Lynch June 2005 - December 2010
Smith Barney May 2004 - May 2005
Skills
Business Planning, Petroleum, Business Strategy, Risk Management, Management, Finance, Mergers & Acquisitions, Business Development, Operations Management, Analysis, Contract Negotiation, Customer Service, Gas, Energy, Leadership, Project Planning, Oil, New Business Development, Supervisory Skills, Strategic Planning, Sales
Education
University of Montana 2000 — 2005
BS, Business Administration
Citi July 2015 - Present
CLSA February 2013 - June 2015
Citi October 2010 - January 2013
Tata Consultancy Services June 2004 - October 2010
Bank of America June 2008 - June 2010
Merrill Lynch June 2006 - May 2008
Skills
Electronic Trading, Equities, Portfolio Management, Capital Markets, Trading Systems, Risk Management, Order Management, Investment Banking, Trading, Derivatives, Business Analysis, Options, Banking, Equity Trading, Bloomberg
Education
University of Mumbai 2001 — 2004
BE, Information Technology
University of Mumbai 2000 — 2004
Bachelor of Engineering (B.E.), Information Technology
CBL Wealth Advisors, LLC April 2014 - Present
AXA Advisors September 2012 - May 2014
HD Financial Services, LLC December 2009 - August 2012
US Bank August 2007 - December 2009
Merrill Lynch March 2005 - August 2007
AXA Advisors September 1997 - March 2005
Skills
Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial..., Asset Managment, Financial Planning, Income Planning, Investments
Education
University of Nebraska at Omaha
BA, Organizational Communication
IGT April 2008 - Present
Wealth Consultant Group January 2007 - April 2008
Bank of America November 2005 - January 2007
Merrill Lynch November 2000 - March 2003
Che Pasta Ristorante June 1993 - December 1999
La Mirage Hotel/Casino June 1985 - May 1993
Continental Hotel/Casino April 1980 - June 1985
Skills
Casino, Account Management, Financial Planning, Retirement Income..., Wealth Preservation, Wealth Transfer, Insurance, Food & Beverage, Hotel Management, Restaurant Management, Strategic Financial..., Gaming, Training, Gaming Industry, Wealth Management..., Customer Service, Leadership, Wealth, Retirement, Budgets, Team Building, Operations Management, Management, Hospitality, Forecasting, CRM, Loyalty Programs, Database Marketing, Online Gambling, Poker, Affiliate Management, Loyalty Marketing
Education
University of Nevada-Las Vegas 1981 — 1989
Bachelor's degree, Business Administration - Management
Crespi HS 1969 — 1973
Tower Hill Trading August 2014 - Present
Ameriprise Financial April 2012 - March 2013
John Thomas Financial July 2010 - June 2011
Bright Trading August 2009 - July 2010
Hakkasan Group January 2004 - January 2010
Merrill Lynch April 2005 - March 2006
Skills
Equities, Finance, Series 7, Financial Markets, Investments, Capital Markets, Trading, Portfolio Management, Series 63, Series 65, Wealth Management, Risk Management, Fixed Income
Education
University of Nevada-Las Vegas 2004 — 2008
B.S, Finance
University of Nevada-Las Vegas 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance
Merrill Lynch May 2011 - Present
Fidelity Investments May 2009 - March 2011
Fidelity Investments April 2007 - May 2009
Skills
Certified Financial..., Series 7, Series 66, Life and Health..., Retirement Planning
Education
University of Montana 2002 — 2006
Bachelor's degree, Communication Studies/Business
Wells Fargo Advisors LLC October 2013 - Present
Merrill Lynch January 2011 - October 2013
Wells Fargo February 2007 - January 2011
Education
University of Nevada-Las Vegas 2006 — 2010
Bachelor's Degree, Economics
Gavilon Group, LLC May 2015 - Present
Gavilon Group, LLC November 2013 - Present
Johnny Carino's January 2013 - October 2013
Le Peep Restaraunt September 2004 - September 2012
Charleston's Restaurant April 2009 - August 2012
Merrill Lynch January 2012 - May 2012
TD Ameritrade January 2011 - May 2011
Skills
Customer Service, Microsoft Excel, Time Management, Teamwork
Education
University of Nebraska at Omaha 2008 — 2012
Bachelors of Science in Business Administration, Major: Finance Minor: Marketing
Catholic Health Initiatives June 2013 - Present
Catholic Health Initiatives March 2013 - June 2013
Catholic Health Initiatives December 2011 - March 2013
Catholic Health Initiatives December 2007 - December 2011
Travelers 2006 - 2007
Overland Solutions, Inc. 2004 - 2006
Bankers Compliance Consulting 2002 - 2003
Kearney State Bank 2001 - 2002
Merrill Lynch 1997 - 2001
Skills
Compliance, Legal Compliance, Contract Management, Contract Review, healthcare compliance, Audit, Board Reporting, Policy Writing, Financial Analysis, Compliance Management, Government Compliance, HIPAA, EMTALA, Federal Sentencing..., Corporate Integrity..., Medicare, Medicaid, Privacy Law, Hospitals, Healthcare Information..., Integrity, Auditing, Revenue Cycle, Healthcare Industry, Policy, Medical Compliance, Healthcare Management, Physicians, Healthcare Consulting, Managed Care, Physician Relations, Healthcare
Education
Health Care Compliance Academy 2009 — 2009
Healthcare Compliance
Denver Paralegal Institute, ABA Approved 1996 — 1997
Paralegal Certification, Law
University of Nebraska at Kearney 1988 — 1993
Bachelor of Science, Business
OneWorld Community Health Centers April 2014 - Present
Sirius Computer Solutions December 2010 - March 2014
MSI Systems Integrators December 2009 - December 2010
Morrow & Associates, Inc. (HR Consulting Firm) September 2009 - January 2010
MSI Systems Integrators August 2009 - January 2010
Merrill Lynch June 2007 - January 2010
Center for Applied Psychological Services (C.A.P.S.) May 2008 - July 2009
Personnel Board of Jefferson County, Alabama June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Networking, Spreadsheets, Customer Service, Organizational..., Workshop Facilitation, Employee Relations, Performance Management, Onboarding, Human Resources, Talent Management, Leadership Development, HRIS, Training, Employee Engagement, Talent Acquisition, Business Process..., Interviews, Leadership
Education
University of Nebraska at Omaha
Master of Science (M.S.), Industrial/Organizational Psychology
College of Saint Mary's 2002 — 2006
Bachelor of Arts (B.A.), Applied Psychology
Duchesne Academy 1999 — 2002
Oracle January 2015 - June 2015
sbe Group February 2014 - October 2014
Rockit Ranch Productions January 2013 - January 2014
Vegas Group Entertainment July 2010 - September 2012
Merrill Lynch September 2011 - May 2012
Morgan Stanley May 2011 - August 2011
TKO Boxing Promotions May 2009 - December 2010
Education
University of Nevada-Las Vegas 2007 — 2012
Bachelor of Science in Business Administration, Entrepreneurship
Merrill Lynch December 2009 - Present
Merrill Lynch September 2007 - November 2009
Syntel October 2004 - September 2007
Syntel October 2002 - September 2004
Skills
Multi-site Team..., Application Architecture, Project Management, Project Estimation, Performance Appraisal, 24x7 Production Support, Conducting Interviews, Application Support..., Mainframe, COBOL, DB2, Performance Tuning, Database Design, CICS, Team Management, JCL, Stored Procedures, SDLC, Merchant Accounts..., Performance Measurement..., MVS, IMS DB/DC, SharePoint Designer, RDz, REXX, VSAM, AFP
Education
Mumbai University 1999 — 2002
Bachelor's degree, Computer Engineering, 1st
Baltusrol Golf Club 2010 - 2012
St. Andrew's Episcopal School 2004 - 2009
St. Anthony High School 2003 - 2004
Delbarton School 2003 - 2003
NaviStaff 2001 - 2002
Merrill Lynch 1999 - 2001
Skills
Writing, Fundraising, Microsoft Office, Public Speaking, Event Planning, Major Gifts, Alumni Relations, Social Networking, Raiser's Edge, Constituent Services, Annual Giving, Volunteer Management, Volunteer Training, Volunteer Coordination, Volunteer Recruiting, Volunteer Leadership, Special Events, Event Management, Stewardship, Community Outreach, Grant Writing, Program Development, Nonprofits, Leadership, Research
Education
The University of Montana
B.A., History
National Outdoor Leadership School (NOLS)
Leadership, Communications, Self-Awareness
University of New South Wales
Semester Abroad
Delbarton School 1989 — 1993
Succisa Virescit
Hurricane Island Outward Bound School
To Serve, to Strive and not to Yield
Merrill Lynch February 2013 - Present
Merrill Lynch October 2012 - February 2013
National Vision, Inc. April 2009 - December 2010
Gateway 2005 - 2007
Skills
Customer Service, Leadership
Education
University of Nebraska-Lincoln 2011 — 2012
Bachelor of Science (BS) Business Administration, Finance and Business Management
Morgan Stanley August 2014 - Present
Morgan Stanley January 2013 - July 2014
Merrill Lynch December 2011 - January 2013
Skills
Fixed Annuities, Wealth Management
Education
University of Mumbai
Bachelor of Commerce (B.Com.), Accounting and Finance
PNC Investments February 2012 - Present
Merrill Lynch February 2010 - February 2012
Seniors Home Care September 2006 - February 2010
Education
Webster University 2007 — 2010
MBA, Leadership & Management
University of Missouri-Saint Louis 2001 — 2006
Bachelor's degree, Communication and Media Studies
University of Missouri-Saint Louis 2001 — 2006
Bachelor's Degree, Psychology
Sterne Agee August 2007 - Present
AmSouth Investment Services September 1982 - March 2007
Merrill Lynch June 1980 - August 1982
Skills
Banking, Finance, Wealth Management, Series 7, Securities, Investments, Financial Modeling, Portfolio Management, Management, Financial Analysis, Fixed Income
Education
University of Montevallo 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Allstate January 2013 - Present
TriCor Financial LLC February 2012 - January 2013
Mass Mutual Financial Group / MML Investors Services, Inc May 2006 - February 2012
The Wealth Consulting Group May 2006 - December 2008
Bank of America Investments October 2003 - May 2006
Wells Fargo Investments August 2002 - October 2003
Merrill Lynch July 1999 - August 2002
Skills
401k, Alternative Investments, IRAs, Investment Advisory, Investment Strategies, Life Insurance, Securities, Fixed Annuities, Wealth Management, Disability Insurance, Investments, Wealth Management..., Series 6
Education
University of Nevada-Las Vegas - College of Business 1996 — 1999
Bachelor of Science in Business Administration, Finance
Chaparral High School
Honors
Merrill Lynch January 2012 - Present
Howard House July 1997 - Present
Education
University of Washington 1992 — 1994
MFA
University of Nebraska-Lincoln 1987 — 1992
BFA
Haystack Mountain School 1990 — 1990
Sotra Videregående 1986 — 1987
Huron High School
Huron High School
Gang of Three Inc. January 2014 - Present
Caesars Entertainment Corporation October 2011 - December 2013
Caesars Entertainment Corporation November 2010 - October 2011
Caesars Entertainment Corporation June 2010 - October 2010
Caesars Entertainment Corporation October 2009 - May 2010
Merrill Lynch August 2006 - December 2006
Skills
VBA, Business Intelligence, SQL, Cognos, Database Design, SAS programming, Visual Basic, Data Analysis, System Automation, Python, VBScript, Process Automation, Essbase, Hyperion Enterprise, Java, JavaScript, jQuery, AngularJS
Education
University of Nevada-Las Vegas 2005 — 2009
Bachelor of Science (BS), Economics
University of Nevada-Las Vegas 2005 — 2009
Bachelor of Science (BS), Finance
Madrid Business Consulting January 2008 - Present
Real Living Premier Realtors January 2006 - Present
Premier GMAC/ 1 Shop Homes January 2006 - October 2012
Merrill Lynch March 2011 - March 2012
Fidelity National Title 2005 - 2006
Skills
Contract Negotiation, Banking, Marketing, Qualifying Prospects, Real Estate, Investment Properties, Short Sales, Investments, Real Estate Transactions, REO, Foreclosures, Investors, Sellers, Business Development, Real Estate Development, Loans, Negotiation, Buyer Representation, First Time Home Buyers, Property Management, Residential Homes, Brokerage, Small Business, Mortgage Lending, Asset Management, Management, Finance, FHA, Real Estate Economics
Education
University of Nevada-Las Vegas 2002 — 2005
Bachelors, Finance
Sandia High School 1996 — 1999
General, General
RBC Capital Markets 2010 - Present
Scotia Capital 2011 - 2011
Merrill Lynch February 2007 - December 2009
UBS April 2006 - January 2007
ABN AMRO Bank January 2005 - February 2006
McGraw-Hill Higher Education February 2004 - December 2004
Trigyn Technologies July 1999 - November 2004
Skills
Vendor Management, Software Quality..., Test Management, Program Management, Integration, SDLC
Education
University of Mumbai
MBA (MMS), Information Technology, Finance
University of Mumbai
MS, Physical Chemistry
University of Mumbai
BS, Chemistry
Vintage Financial Group November 2010 - Present
Orizon Group March 2009 - November 2010
Creative Memories August 1996 - November 2008
Northwestern Mutual December 2002 - October 2008
Second Unitarian Church December 1997 - December 2002
Merrill Lynch 1994 - 1996
Smith Barney 1991 - 1993
Skills
Investments, Life Insurance, Strategic Financial..., Microsoft Excel, Sales, Customer Service, Coaching, Business Planning, Financial Analysis, Accounting, Public Speaking, Insurance, Leadership, Project Planning, Training
Education
University of Nebraska at Omaha 1988 — 1989
Finance
Millard South High School 1984 — 1988
Manarin Investment Counsel July 2015 - Present
Manarin Investment Counsel May 2014 - July 2015
Wells Fargo Advisors November 2012 - January 2014
Merrill Lynch 2012 - 2012
BancWest Investment Services March 2006 - December 2010
A.G. Edwards April 2003 - February 2006
TIG Capital Securities April 2001 - April 2003
TD Ameritrade 1998 - 2000
Merrill Lynch January 1996 - June 1998
Skills
Mutual Funds, Securities, Series 7, Strategic Financial..., Series 63, Trading, Series 24, Series 10
Education
University of Nebraska-Lincoln 1986 — 1991
BA, Political Science
Papillion-LaVista High School
Deloitte April 2014 - Present
Merrill Lynch April 2009 - March 2014
Tata Consultancy Services October 2006 - March 2014
Skills
Software Quality..., Test Planning, Requirements Analysis, SDLC, Project Management, Test Automation..., QTP, Test Automation, Testing
Education
University of Mumbai
Bachelor of Engineering (B.E.), Instrumentation
UBS April 2005 - Present
Merrill Lynch April 1996 - May 2005
Merrill Lynch April 1996 - April 2005
Nations Securities October 1993 - April 1996
Skills
Wealth Management
Education
University of Nebraska College of Law 1979 — 1982
J.D., Law
William Blair & Company June 2013 - Present
William Blair & Company March 2010 - June 2013
Bank of America May 2008 - March 2010
LaSalle Bank May 2007 - April 2008
LaSalle Bank July 2005 - May 2007
Merrill Lynch 2003 - 2005
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor's, Finance
University of Oxford 2004 — 2004
Economics
Merrill Lynch February 2005 - Present
Edward Jones February 2001 - January 2004
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Series 66, CRPC, Alternative Investments, Equities, Asset Based Lending, Mortgage Lending, Asset Allocation, Securities, Estate Planning, Retirement, Investment Advisory, Financial Advisory, Uniform Combined State..., Investment Strategies
Education
Webster University 2002 — 2004
Masters, Business & Administration
University of Missouri-Saint Louis 1998 — 2001
Finance, Accounting
CSC August 2010 - Present
Merrill Lynch 2007 - 2008
Merrill Lynch 2007 - 2008
Merrill Lynch 2001 - 2006
Covansys India October 2001 - August 2002
Raymond Limited May 1998 - October 2000
Cyberhouse Corporation May 1997 - April 1998
Education
University of Mumbai 1995 — 1998
Bachelor, Commerce
NIIT 1995 — 1997
GNIIT, Computers
Senevey Construction, LLC. December 2007 - Present
Senevey Construction, LLC. December 2007 - Present
Otis and Clark Properties March 2006 - November 2007
Merrill Lynch June 2004 - December 2005
Education
University of Missouri-Saint Louis 2004 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.1
Bank of America August 2006 - Present
Kemper Auto and Home May 2005 - August 2006
Merrill Lynch March 2003 - May 2005
Merrill Lynch October 1999 - March 2003
Merrill Lynch November 1997 - October 1999
Skills
Business Analysis, PMP, Project Management, Cross-functional Team..., Business Process, Multi Tasking, Highly detail oriented, SharePoint, Quality Center, ClearQuest, Microsoft Office, Microsoft SQL Server, SnagIt, Test Planning, Manual Testing, User Acceptance Testing, Regression Testing, Test Management, Business Requirements, Testing, Analysis, Program Management, Six Sigma, Requirements Gathering, Management
Education
Project Management Institute
PMP
Webster University 1998 — 2001
MBA
University of Mumbai 1989 — 1993
Masters, Accounting
Nomura Securities International August 2009 - Present
JPMorgan Chase 2001 - August 2009
Credit Suisse ( CSFB) December 2006 - February 2007
Merrill Lynch July 2000 - 2001
Informatics 1997 - 2000
Skills
Veritas Cluster Server, Veritas Volume Manager, Unix, Unix Shell Scripting, Solaris, VMware, RHEL, Red Hat Linux, Cluster, Data Center, Disaster Recovery, High Availability, Infrastructure, Linux, Low Latency, Perl, Shell Scripting, Sybase, Virtualization, Weblogic, Enterprise Architecture, SAN, Storage Area Networks, DNS, Performance Tuning, VMware ESX, Servers
Education
University of Moratuwa 1993 — 1997
B.Sc., Electrical Engineering
Ananda College 1982 — 1989
O/Ls & A/Ls, Mathematics and Statistics
Priceline.com May 2000 - Present
UUNET January 2000 - May 2000
Purdue Pharma May 1999 - January 2000
Merrill Lynch December 1998 - May 1999
Skills
Databases, SQL, Enterprise Architecture, Unix, Linux
Education
Western Connecticut State University 2009 — 2011
Master of Business Administration (M.B.A.)
VJTI 1993 — 1996
Bachelor of Science (B.S.), Computer Technology
Acumen Solutions August 2015 - Present
Comcast Business July 2013 - July 2015
Infosys July 2011 - July 2013
Salesforce.com February 2009 - July 2011
Hewlett-Packard May 2006 - January 2009
USAA June 2004 - November 2005
Various (HSBC, Verizon Wireless, etc.) June 2003 - June 2004
Thomson Reuters May 1997 - April 2003
Merrill Lynch September 1995 - December 1996
Skills
Salesforce.com, Enterprise Architecture, Force.com, SaaS, SOA, Solution Architecture, Enterprise Software, Integration, Agile Methodologies, Business Analysis, Software Project..., SDLC, Professional Services, SFDC, IT Strategy, EAI, Requirements Analysis, Cloud Applications, CRM, CRM Integration
Education
University of Mumbai 1987 — 1990
B.S., Comp. Engineering, (First Class with Distinction)
S.B.M Polytechnic 1983 — 1987
Diploma in Digital Electronics Engineering, DIgital Electronics, (First Class with Distinction)
Merrill Lynch March 2007 - Present
Edward Jones May 2002 - March 2007
Skills
Banking, Credit Analysis, Financial Analysis, Financial Modeling, Investments, Loans, Mutual Funds, Public Speaking, Risk Management, Uniform Combined State..., Wealth Management
Education
The University of Montana 1998 — 2002
BS, Business Finance
Elsevier May 2015 - Present
Elsevier January 2013 - Present
Comcast June 2011 - January 2013
Comcast April 2008 - May 2011
Merrill Lynch February 2006 - March 2008
Tata Consultancy Services April 2003 - March 2008
GE Water & Process Technologies, June 2003 - January 2006
Skills
Requirements Analysis, Agile Methodologies, Solution Architecture, Business Requirements, Software Project..., Quality Assurance, PMP, Software Development, Telecommunications, Process Improvement, UML, Cross-functional Team..., Integration, Agile Project Management, Process Engineering, User Acceptance Testing, SDLC, IBM DOORS, Systems Engineering, Quality Center, Testing, Outsourcing, Requirements Gathering, Software Requirements, Product Requirements, Outsourcing Management, Rally, Semantic Web, Linked Data, Healthcare Information..., Software Design, Big Data, MongoDB, Solr, Hadoop, Amazon Web Services..., Publishing, Scrum, Architecture, Requirements Management, E-commerce, SOA, Enterprise Architecture, Business Process Design, Business Analysis
Education
University of Mumbai
Bachelors in Engineering, Computer Science
Bank of Tokyo-Mitsubishi UFJ October 2012 - Present
Redcats November 2011 - September 2012
Amerisoftpro Systems January 2011 - November 2011
Merrill Lynch August 2009 - January 2011
Merrill Lynch March 2009 - January 2011
Merrill Lynch (India) Technology Services January 2009 - March 2009
Merrill Lynch India Technology Services (MLITS) September 2007 - December 2008
Cybage Software Ltd. April 2007 - September 2007
Cybage Software Limited September 2005 - March 2007
Stream Tracmail November 2003 - October 2004
Education
CDAC - Advanced Computing Training School (ACTS) 2005 — 2005
PG Diploma in Advanced Computing (DAC)
University of Mumbai 1999 — 2003
Engineer’s Degree
University of Mumbai 1998 — 1999
H.S.C.
University of Mumbai 1996 — 1997
S.S.C.
US ARMY LMP Project / Oakland September 2015 - Present
US ARMY GFEBS Project / Accenture October 2014 - June 2015
US ARMY LMP Project / CSC 2008 - October 2014
Merrill Lynch November 2007 - September 2008
Bristol-Myers Squibb February 2005 - November 2007
Berlex Labs January 2005 - February 2005
Kraft/Nabisco 2002 - 2002
Butler Technology Solutions 1999 - 2001
NSEIL 1994 - 1996
Skills
Requirements Analysis, Business Analysis, Integration, ITIL, Visio, SDLC, Solution Architecture, Data Warehousing, Enterprise Architecture, Business Intelligence, Software Project..., VMware, IT Management, SOA, Security, Project Management, System Deployment, ERP, IT Strategy, IT Service Management, PMP, Data Center
Education
University of Mumbai 1986 — 1990
Computer Engg
Majesco April 2015 - Present
MajescoMastek January 2011 - March 2015
MajescoMastek April 2008 - December 2010
STGIL (Systems Task Group Intl. Ltd.) 2000 - March 2008
Merrill Lynch 1998 - 2000
McKinsey & Company 1996 - 1998
TCS 1993 - 1995
Skills
Business Analysis, Business Intelligence, Contract Negotiation, IT Strategy, Vendor Management, Product Management, SDLC, Program Management, Marketing Communications, Marketing Strategy, Insurance, Business Alliances, Enterprise Software, Business Development, Management, Building Business..., CRM, Cross-functional Team..., Integration, Oracle, Outsourcing, Pre-sales, Project Portfolio..., Business Process, Requirements Analysis, Risk Management, Software Project..., Strategic Partnerships, Strategy, Team Management
Education
VJTI 1989 — 1993
Fellowship School
Gould Capital, LLC May 2011 - Present
Merrill Lynch January 2005 - May 2011
Education
University of Pennsylvania - The Wharton School
CIMA®, Economics
University of Montana 1995 — 2000
BA, Economics, Religion, Philosophy, Humanities, Language
Merrill Lynch June 1998 - Present
SimSci Inc September 1996 - June 1998
BlueStar Infotech September 1992 - September 1996
Tera Informatics 1990 - 1992
Skills
Enterprise Architecture, IT Strategy, SDLC, SOA, Software Project..., Trading Systems, Vendor Management
Education
University of Mumbai 1988 — 1990
Masters, Computer Scince
K.J Somaiya College of Science 1983 — 1988
Mathmatics
Outlook Amusements January 2014 - May 2015
MySpace August 2012 - November 2013
Myspace August 2011 - July 2012
Myspace April 2010 - July 2011
Myspace June 2008 - March 2010
Countrywide Financial Corporation September 2003 - May 2008
Information Services Division, University of Southern California October 2001 - May 2003
Iventa Corporation May 2002 - December 2002
Merrill Lynch August 1996 - May 1997
Skills
Analytics, T-SQL, SSRS, Software Development, XML, JavaScript, SSIS, Microsoft SQL Server, .NET, Agile Methodologies, C#, Web Applications, ETL, IIS, HTML, People Skills, Oracle, SQL, Databases, E-commerce, MySQL, Visual Basic, SQL Tuning, Database Design, Project Management, Scrum, People Development, Management, SDLC
Education
University of Southern California 2001 — 2003
MS, Computer Science
University of Mumbai 1997 — 2001
BE, Computer Engineering
Ruia College
Bank of Tokyo-Mitsubishi UFJ August 2010 - Present
New York Life Insurance Company September 2009 - August 2010
State of Washington March 2009 - August 2009
Merrill Lynch March 2008 - February 2009
Hoffmann-La Roche May 2006 - February 2008
Accenture May 2003 - April 2006
Patni Computer Services September 1997 - April 2003
Skills
.NET, SharePoint, Web Services, Microsoft SQL Server, XML, SOA, Microsoft Office..., Project Planning, SDLC, Agile Methodologies, Solution Architecture, Scrum, Requirements Gathering, Software Project..., ASP.NET, AJAX, Web Applications, XSLT, SOAP, OOP, SharePoint Designer, WCF, Enterprise Architecture, IIS, TFS, Requirements Analysis, C#, LINQ, Software Development, SQL, UML, Database Design, Agile Project Management, InfoPath, Microsoft Technologies, Systems Analysis, Design Patterns, jQuery, Enterprise Content..., SSIS, Active Directory, ADO.NET, Management
Education
Mumbai University 1993 — 1996
Bachelor of Engineering, Electronics
Vivekanand Polytechnic 1990 — 1993
Diploma in Engineering, Industrial Electronics
citi September 2011 - Present
Thomson Financial March 2009 - September 2011
Bank of America September 2008 - March 2009
Banc of America February 2007 - September 2008
Morgan Stanley October 2006 - February 2007
B2X Corporation May 2006 - October 2006
Merrill Lynch September 1999 - May 2006
Skills
QTP, Quality Center, SDLC, Test Automation, Trading Systems, Test Planning, Data Warehousing, Requirements Analysis, Quality Assurance, Software Quality..., SQL, User Acceptance Testing, Agile Methodologies, System Testing, Regression Testing, Testing, Software Project..., Scrum, Integration, Business Analysis, SOA, Test Management, Test Cases, Defect Tracking, JIRA, Test Strategy, Requirements Gathering, Waterfall, Agile Project Management, Market Data, Test Execution, Agile Testing, IT Strategy, Release Management, Quality Management, System Integration..., Manual Testing, Web Services, RUP, Functional Testing, Agile
Education
University of Mumbai
BS, Electronics Engr
UBS Wealth Management January 2009 - Present
Merrill Lynch October 2003 - January 2009
Smith Barney September 2001 - October 2003
Skills
Wealth Management..., Investment Advisory, Financial Advisory, Uniform Combined State..., Estate Planning, 401k, IRAs, Risk Management, Banking, Business Analysis, Financial Modeling, Series 7, Series 66, High Net Worth..., 401k Rollovers, Wealth Preservation..., Personal Financial...
Education
Mount Union College 1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations
Transamerica July 2009 - Present
Merrill Lynch February 2008 - February 2009
Education
University of Nebraska-Lincoln 2000 — 2005
Aviation and Missile Command (AMCOM) July 2010 - Present
Merrill Lynch 2005 - Present
US Army July 2012 - September 2013
US Army September 2010 - July 2012
US Army April 2009 - July 2010
US Army July 2008 - April 2009
United States Army Reserve March 2007 - July 2008
United States Army Reserve September 2005 - March 2007
US Army July 2004 - September 2005
Pure Water 2000 - 2001
Skills
Leadership, Management, Strategic Planning, Logistics, Wealth Management, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Business Analysis, Financial Analysis, Operations Management, Military Logistics, Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS, PowerPoint, Active DoD Secret...
Education
University of Nebraska at Kearney 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Basic Reconnaissance Training
Advanced Reconnaissance Training
Military Police Course
Ammunition Specialist Course
Combat Lifesaver Course
Primary Leadership Development Course
Ordnance Officer Basic Course
Captains Career Course
Security Assistance Management Training Course
Showcase Media Live 2014 - Present
Verizon Wireless April 2012 - 2013
BearCom 2011 - April 2012
Qwest Communications 2002 - 2009
AT&T 2000 - 2002
Merrill Lynch 1997 - 1999
Kunath Karren Rinne & Atkin Investment Counsel 1988 - 1997
Skills
Marketing, Solution Selling, Networking, Direct Sales, Leadership, Unified Communications, Strategic Planning, Salesforce.com, Project Management, Team Building, Account Management, Telecommunications
Education
University of Montana
BS, Business Administration, Marketing & Management
Jackson National Asset Management, LLC December 2007 - Present
Union Bank & Trust December 2005 - September 2006
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Bloomberg Terminal, Financial Accounting, Mutual Funds, Bloomberg, Fund Administration, Microsoft Excel, Analysis, Accounting, Account Reconciliation, Asset Management, Derivatives, Investments, Securities, Equities, Fund Accounting, Financial Services, Financial Reporting, SEC filings, Financial Markets, Sarbanes-Oxley Act
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelors, Finance, Management
Merrill Lynch June 2014 - Present
UBS Financial Services November 2011 - June 2014
Merill Lynch April 2007 - November 2011
Education
University of Nevada Las Vegas 1988 — 1993
Bachelor of Arts (BA), Political Science and Government
FEMA 2010 - 2013
Merrill Lynch October 2007 - March 2009
Merrill Lynch January 1987 - January 2008
USAF 1965 - 1987
Education
Webster University 2000 — 2002
MA, Computer Resource and Information Management
University of Nebraska-Lincoln 1974 — 1976
MBA, Management
Glenville State College 1960 — 1964
BA, Education
Headstrong November 1999 - Present
Merrill Lynch 2009 - 2010
Education
University of Mumbai
Merrill Lynch 2007 - Present
Merrill Lynch 2000 - 2007
Skills
Wealth Management, Equities, Fixed Income, Alternative Investments, Series 7, Series 66, Series 9, Series 10, Mutual Funds, FINRA, Portfolio Management, Asset Allocation, Asset Management, Investments, Hedge Funds, Investment Advisory, Retirement Planning, Uniform Combined State..., Financial Services
Education
UNLV
Bachelor of Science (BS), Finance and Financial Management Services
Club Fitness 27:17 March 2015 - Present
LifeSource Chiropractic April 2013 - Present
Merrill Lynch December 2014 - May 2015
The Lasik Vision Institute™ July 2014 - December 2014
Bank of the West July 2010 - July 2014
Bank of the West August 2007 - July 2010
Bank of the West 2006 - 2007
Bank of the West 2003 - 2006
Skills
Customer Service, Coaching, Hiring, Personal Development, Banking, Sales, Business, Budgeting, Financial Planning, Team Leadership, Leadership Development, Operations Management, Nutrition, Diet Planning, Weight Loss Coaching, Nutritional Counseling, Child Nutrition, Recruiting, Motivation, Budgets, Marketing, Sales Management, Business Development, Interviews, Sales Operations, Management
Education
National Academy of Sports MedIcine 2014 — 2014
Certified Personal Trainer & Group Fitness/Bootcamp Instructor, Sport and Fitness Administration/Management
National Academy of Sports Medicine 2013 — 2013
Certified Fitness Nutrition Specialist, Foods, Nutrition, and Related Services
University of Nebraska at Omaha 2002 — 2003
Journalism/Broadcasting
University of Nebraska at Kearney 2000 — 2002
Journalism/Broadcasting
Time Warner Inc. February 2012 - Present
Optima Global Solutions 2007 - Present
Merrill Lynch August 2010 - February 2012
LexisNexis March 2009 - June 2010
Merrill Lynch January 2008 - December 2008
Accenture 2004 - 2007
Bluestar Infotech 2000 - 2003
Education
University of Mumbai 1995 — 1999
BE, Electronics
SES high school, Thane 1983 — 1993
Bank of America September 2013 - Present
Bank of America September 2011 - September 2013
Bank of America September 2009 - March 2012
Merrill Lynch October 2006 - August 2009
First National Bank 2003 - 2006
Bank of America October 1999 - July 2003
Bank of America January 1995 - September 1999
Skills
Banking, Loans, Commercial Banking, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Mortgage Banking, Relationship Management, Wealth Management, Cross Selling, Commercial Lending, Credit, Risk Management, Credit Analysis
Education
Pacific Coast Banking School 1995 — 1998
Graduate, Finance
University of Nevada-Las Vegas 1981 — 1994
Bachelor of Science, Finance
Little Valley Central School
Jennison Associates LLC August 2013 - Present
Horizon Blue Cross Blue Shield of New Jersey January 2012 - Present
Merrill Lynch May 2011 - December 2011
Polaris Software Lab April 2009 - May 2011
AllianceBernstein May 1998 - November 2008
The Saudi British Bank (HSBC Group) 1994 - 1997
Education
University of Mumbai
MS, Computer Science
Wells Fargo April 2009 - Present
Family Christian Stores November 2008 - April 2009
Target November 2007 - January 2009
Parables June 2004 - September 2007
Osco Drug June 2001 - July 2004
Merrill Lynch February 1998 - May 2001
University of Nebraska Athletic Department 1995 - 1996
Skills
Customer Service, Analysis, Inventory Control, Leadership, Microsoft Excel, Microsoft Office, Team Building, Financial Analysis, Team Leadership
Education
University of Nebraska-Lincoln 1993 — 1997
Bachelors, Business Administration and Management, General
Norris High School 1989 — 1993
RBC Wealth Management March 2009 - Present
Merrill Lynch April 2004 - March 2009
Education
The University of Montana 1995 — 1999
Bachelor's of Science, Economics
Bank of America August 2011 - Present
BA Continuum India Pvt Ltd (A non-banking subsidiary of Bank of America) February 2010 - August 2011
Merrill Lynch May 2006 - February 2010
Mastek Ltd. 2003 - 2006
Skills
SDLC, Microsoft SQL Server, Agile Methodologies, PL/SQL, Java Enterprise Edition, Java, Project Management, XML, Requirements Analysis, Oracle, SQL, Software Development, Unix, Business Analysis, Quality Center, Fixed Income, Derivatives, Trading Systems
Education
University of Mumbai
BE, Electronics
CallMiner May 2014 - Present
Apple Inc. October 2011 - May 2014
AO Total Training July 2009 - October 2011
Sony Electronics, Inc. January 1995 - June 2009
Merrill Lynch January 1992 - January 1995
AT&T Call Interactive 1989 - 1992
First Data Corporation 1982 - 1989
United States Air Force 1975 - 1982
Skills
Customer Relations, Contact Centers, Training Delivery, Training, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Captivate, Adobe Professional, Project Management, Six Sigma, Operations Management, Instructor-led Training, Train the Trainer, Consulting, Leadership, Team Leadership, Cross-functional Team..., Management, Human Resources, Process Improvement, Data Analysis, Call Center, Software Documentation, Integration, Employee Training, Vendor Management, Team Building, Team Management, Customer Satisfaction, Business Analysis, Customer Service, Customer Experience, Call Centers, Consumer Electronics, CRM, Product Management, Coaching, Time Management, Strategy, Troubleshooting, Outsourcing, Quality Assurance, Telecommunications, Organizational..., iOS, OS X, iPhone, ipad
Education
University of Nebraska at Omaha 1984 — 1988
Bachelors, Business Administration
Institute of Management Development 1995 — 1995
ASTD Certified Trainer, Training & Instructional Design
TD Ameritrade August 2013 - Present
TD Ameritrade October 2010 - August 2013
TD Ameritrade November 2009 - October 2010
Merrill Lynch September 2008 - November 2009
Skills
Finance, Financial Analysis, Microsoft Office
Education
University of Nebraska at Omaha 2012 — 2015
Master of Business Administration (MBA), Risk Management
University of Nebraska-Lincoln 2004 — 2008
Bachelor, Finance
Morgan Stanley June 2015 - Present
Societe Generale March 2013 - May 2015
JPMorgan Chase November 2010 - January 2013
Bank of America Merrill Lynch August 2008 - November 2010
Merrill Lynch February 2006 - July 2008
Merrill Lynch - Tata Consultancy Services Ltd October 2004 - February 2006
Sundyne Technologies Pvt. Ltd August 2003 - September 2004
Skills
FIX, Onboarding, Electronic Trading, Unix, Equities, Futures, Options, Market Data, Trading, Exchange Connectivity, Order Management, Trading Systems, User Acceptance Testing, Perl, Derivatives, Sybase, Low Latency, Equity Derivatives, FX Options, Fixed Income, Foreign Exchange
Education
University of Mumbai 1998 — 2002
Bachelors, Electronic Engineering
Front Porch Alliance February 2013 - May 2014
Bank of Prairie Village 2007 - 2010
Merrill Lynch 1990 - 1993
First National Bank of Omaha 1986 - 1990
Skills
Strategic Planning, Leadership, Finance, Banking, Volunteer Management, Fundraising, Marketing, Microsoft Excel, Event Planning, Management, Financial Analysis, New Business Development, Public Speaking, Sales, Project Management
Education
William Woods University 1976 — 1980
B.S. Special and Elementary Education
University of Nebraska-Lincoln 1978 — 1979
Education
Barclays Capital February 2010 - Present
BNP Paribas August 2009 - January 2010
Merrill Lynch June 2007 - August 2009
mPortal December 2006 - June 2007
Valtech March 2006 - December 2006
KGISL February 2005 - February 2006
Plastimerzs November 2001 - February 2005
Cisco Systems January 2001 - August 2001
Skills
Manual Testing, Test Automation, QTP, Perl, VBScript, QC, Municipal Bonds, Bonds, Quality Control, Quality Assurance, User Acceptance Testing, Test Planning, Testing, Quality Center, Regression Testing, System Testing, SDLC, Software Quality..., Agile Methodologies, Test Strategy, Software Project..., Performance Testing
Education
University of Mysore 1997 — 2001
BE, Instrumentation Technology
Lions Pre University College 1995 — 1997
AIG February 2014 - Present
BlackRock September 2009 - February 2014
Gain Capital October 2008 - May 2009
Merrill Lynch October 2006 - October 2008
Quest Diagnostics July 2005 - October 2006
Style Asia Inc. October 2004 - July 2005
Thomas Cook 2000 - 2001
Skills
SEC filings, Consolidation, Corporate Finance, Accounting, Analysis, Financial Statements, Finance, CPA, Financial Services, Financial Modeling, Variance Analysis, Account Reconciliation, US GAAP, Internal Audit, Auditing
Education
AICPA
CPA, Accounting
Institute of Chartered Accountants of India
CA, Accounting
University of Mumbai
BBA, Accounting & Finance
MIK Fund Services September 2013 - Present
TD Securities April 2011 - August 2013
UBS May 2010 - April 2011
Merrill Lynch March 2009 - April 2010
Goldman Sachs January 2008 - January 2009
Cantor Fitzgerald June 2007 - December 2007
Ingenix (United Healthcare) January 2007 - June 2007
Kimberly-Clark September 2005 - January 2007
GE Vendor Financial Services January 2005 - August 2005
HCL Technologies September 2003 - October 2004
Skills
SOA, SDLC, WCF, WPF, Agile Methodologies, Requirements Analysis, Software Project..., .NET CLR, C# 3.0, C# 4.0, XML, Web Services, VSTO, MSMQ, Microsoft SQL Server, SWIFT messaging, Design Patterns, Entity Framework, Infragistics, Syncfusion, Charles River IMS, DevExpress Controls, Equities, Financial Modeling, Trading Systems, C#
Education
University of Mumbai
Bachelor's degree, Electrical and Electronics Engineering, Honors
Kiewit September 2013 - Present
Kiewit April 2012 - September 2013
Kiewit September 2010 - April 2012
Merrill Lynch May 2008 - August 2008
Skills
Contract Management, Budgets, Financial Analysis, Accounting, Forecasting, Cost Accounting, Financial Reporting, Managerial Finance, Variance Analysis, Cash Flow, Management, Value Engineering, Project Management, Subcontracting, Construction, Construction Management, Microsoft Office, Project Estimation, Contract Negotiation, Project Planning, Microsoft Excel
Education
University of Nebraska at Omaha 2006 — 2009
Bachelors, Business Finance and Portfolio Management
Merrill Lynch November 2007 - Present
Merrill Lynch 2007 - 2011
AIG February 2004 - August 2006
Skills
Equities, Prime Brokerage, Equity Derivatives, Derivatives, Securities, Swaps, Business Intelligence, Financial Reporting, Data Warehousing, Software Project...
Education
University of Mumbai 1999 — 2003
Bachelor of Engineering (B.E.), Computer Science
MetLife December 2013 - Present
MetLife April 2006 - July 2013
JPMorgan Chase July 2005 - April 2006
Merrill Lynch October 2001 - August 2003
Education
University of Phoenix 2004 — 2006
Business Management
University of Nebraska-Lincoln 1975 — 1978
UBS May 2015 - Present
Jackson National Asset Management, LLC January 2013 - April 2015
Custom House Global Funds Services Ltd. October 2011 - January 2013
Sherlock Salon Services, LLC 2010 - 2011
Bonotel Exclusive Travel July 2008 - 2010
Merrill Lynch January 2006 - April 2006
Skills
Account Reconciliation, Financial Reporting, Fund Accounting, Financial Services, Investments, Accounting, Financial Analysis, Bank Reconciliation, Microsoft Excel, Fund Administration, Asset Management, Mutual Funds, Hedge Funds, Investor Relations, Investor Reporting, Bonds, Fixed Income, Futures, Term Loan, Collateral, Equities, Securities, Internal Controls, Transfer Agency, Fund Of Funds, Financial Accounting, NAV, SEC filings, Financial Statements, US GAAP, Journal Entries, Cash Management, Auditing, Accruals, Bloomberg Terminal, Quickbooks, Microsoft Office, Finance, Bloomberg, Internal Audit, Portfolio Management, Treasury Management, Prime Brokerage
Education
University of Nevada-Las Vegas 2006 — 2008
Bachelors of Science in Business Administration, Finance
University of Nevada-Reno 2003 — 2006
Finance
Wells Fargo 2006 - Present
Merrill Lynch 2004 - 2006
Goldman Sachs 2003 - 2004
Morgan Stanley 2000 - 2003
Citibank India 1996 - 2000
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Unix, Requirements Gathering, SQL, Business Intelligence, Data Warehousing, Visio, Websphere, Trading Systems, Enterprise Architecture
Education
University of Pune 1993 — 1996
MCA, Mathematics, Computer Science
Mumbai University 1990 — 1993
BS, Mathematics
Hockey Vision Las Vegas LLC February 2015 - April 2015
Wynn Resorts June 2014 - August 2014
GL Advisor April 2011 - March 2013
Robert Half International April 2010 - April 2011
Lakeside Capital Group January 2009 - April 2009
Hacienda Hotel May 2008 - November 2008
Merrill Lynch January 2007 - June 2007
Octagon Sports Marketing January 2006 - June 2006
Plymouth Rock Assurance Corp January 2005 - June 2005
Skills
Financial Modeling, Microsoft Excel, Risk Management, Financial Analysis, Accounts Receivable, Microsoft Office, Investments, Business Development, Sales, Analysis, Finance, Cross-functional Team..., Strategy, Accounting, Customer Service
Education
University of Nevada-Las Vegas 2013 — 2015
Master of Business Administration (MBA)
Northeastern University
Bachelor of Science Degree, Business Administration; Business Management and Finance
Merrill Lynch April 1999 - Present
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Series 63, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investment Advisory, Strategic Financial..., Securities, Fixed Income, Asset Management, Retirement, Investment Strategies, Financial Analysis, Financial Advisory, Uniform Combined State...
Education
University of Mobile 1996 — 1999
Finance, Finance and Marketing
JPMorgan Chase July 2014 - Present
A J Grier October 2008 - Present
H & R Block 2006 - 2008
D. A. Davidson 2001 - 2006
Merrill Lynch 1993 - 2001
Shearson Lehman Brs 1984 - 1993
Uniovesity of Montana 1981 - 1984
Skills
Leadership Development, Leadership, Training, Strategic Planning, Public Speaking, Team Building, Recruiting, Management, Small Business, Customer Service, Event Planning, Change Management, Budgets, Sales Management, Marketing, Coaching, Sales
Education
University of Montana 1966 — 1970
MA, Education/ Administration
CFS II Senior Financial AdvisorPrivateJanuary 2014 - Present
MacroBond Financial January 2008 - April 2009
Merrill Lynch August 2006 - August 2007
Education
University of Nebraska-Lincoln 1970 — 1974
B.A business, accounting, finance.
Cutter & Company, Inc. August 2014 - Present
Wunderlich Securities 2009 - August 2014
Merrill Lynch 2005 - 2009
Ameriprise Financial 2001 - 2005
Education
University of Missouri-Saint Louis 1983 — 1987
MBA
Merrill Lynch February 2015 - Present
Davita Healthcare August 2014 - January 2015
Bank of America November 2012 - May 2014
Skills
Microsoft Office, SAP, Financial Analysis, Customer Service, Financial Reporting, Risk Management, Quality Auditing, Finance, Auditing, Project Management, Account Reconciliation, Financial Accounting, Internal Controls, Analysis, Accounting, Strategic Planning, Financial Services, Research, Business Analysis, Teamwork, Microsoft Excel, Budgets, Project Planning
Education
MSI
Six Sigma
Woodbury University
Master's degree with honors, Business Management and Leadership
University of Nairobi 2006 — 2010
BA, Economics
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
LRS Healthcare January 2008 - Present
INA June 2006 - January 2008
AMS Healthcare May 2003 - June 2006
Qwest January 2001 - June 2004
Merrill Lynch January 1999 - May 2001
Skills
Account Management, Customer Service, Management, Sales, Team Building, Customer Retention
Education
University of Nebraska-Lincoln 1991 — 1996
Business Administration and Management, General, 3.2
Merrill Lynch October 2012 - Present
Merrill Lynch April 2011 - October 2012
Bank of America October 2010 - April 2011
Nelnet May 2010 - October 2010
Nelnet September 2008 - May 2010
Nelnet January 2007 - September 2008
Skills
Account Reconciliation, Financial Analysis, Internal Controls, Variance Analysis, Risk Management, Banking, Credit, Finance, Accounting, Investments, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Nebraska-Lincoln 2004 — 2008
B.S. in Business, Accounting
Northside College Preparatory High School 1999 — 2003
High School Diploma
EMC August 2000 - Present
Merrill Lynch 2006 - 2011
Skills
Business Analysis, SDLC, Requirements Analysis
Education
University of Mumbai
B.Com, Business Managment Certification, Computer Science Certification
Sky Sweeping 2002 - Present
Buds Corner April 2002 - April 2012
Merrill Lynch May 1992 - April 2002
Skills
New Business Development, Customer Service, Sales Management, Strategic Planning, Team Building, Budgets, Marketing, B2B, Coaching, Sales, Marketing Strategy, Public Speaking
Education
Mount Union College 1988 — 1992
Economics and Business Finance Degrees
MetLife December 2013 - Present
MetLife April 2006 - July 2013
J.P. Morgan July 2005 - April 2006
Merrill Lynch October 2001 - August 2003
Skills
Financial Services, Series 7, Series 24, Series 63, Series 53, Series 4, Mutual Funds, Securities, Insurance, Relationship Management, Process Improvement, Wealth Management, Investments, Financial Analysis
Education
University of Phoenix-Chicago Campus 2004 — 2006
Business, Management, Marketing, and Related Support Services
University of Nebraska-Lincoln 1975 — 1977
Merrill Lynch May 1999 - Present
Skills
Investments, Equities, Portfolio Management, Wealth Management, Derivatives, Investment Advisory, Investment Banking, Trading, Strategic Financial..., Mutual Funds
Education
University of Nevada-Las Vegas - College of Business 1995 — 1999
Twentieth Century Fox September 2015 - Present
Merrill Lynch August 2013 - April 2015
Education
University of Nevada-Las Vegas 2002 — 2007
Bachelor of Science (BS), Finance, General