Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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
Brenda Badami Brenda Badami Lincoln, Nebraska Details
Brenda Badami's Merrill Lynch Experience March 2007 - Present
Job Merrill Lynch/Wealth Management
Industry Financial Services
Experience
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

rhonda denning rhonda denning Las Vegas, Nevada Details
rhonda denning's Merrill Lynch Experience June 2012 - April 2013
Job Private Banking Assistant at First Foundation Inc.
Industry Financial Services
Experience
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

Holly Carpenter Holly Carpenter Phoenix, Arizona Area Details
Holly Carpenter's Merrill Lynch Experience October 2011 - February 2013
Job Senior Manager, Client Services at Cielo
Industry Human Resources
Experience
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

Matt McClure Matt McClure Las Vegas, Nevada Area Details
Matt McClure's Merrill Lynch Experience April 2008 - August 2010
Job VP Operations at The Vape Summit
Industry Events Services
Experience
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

Todd LaRochelle Todd LaRochelle Las Vegas, Nevada Area Details
Todd LaRochelle's Merrill Lynch Experience January 2012 - May 2012
Job Staff Accountant at The ASNY Company, LLC
Industry Accounting
Experience
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

Peter Bay Peter Bay Darien, Connecticut Details
Peter Bay's Merrill Lynch Experience August 2009 - June 2011
Job Banking Professional
Industry Financial Services
Experience
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

James Peters, CFA, CFP James Peters, CFA, CFP Las Vegas, Nevada Area Details
James Peters, CFA, CFP's Merrill Lynch Experience January 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
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

John Leveritt John Leveritt Las Vegas, Nevada Details
John Leveritt's Merrill Lynch Experience 2011 - 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Craig Spanton Craig Spanton Boise, Idaho Area Details
Craig Spanton's Merrill Lynch Experience November 2008 - September 2009
Job Sr. Vice President at TriCor Financial Services
Industry Financial Services
Experience
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

Sean McGerr Sean McGerr Lincoln, Nebraska Details
Sean McGerr's Merrill Lynch Experience January 2006 - February 2009
Job Wealth Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
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

John Geist, CIMA John Geist, CIMA Lincoln, Nebraska Area Details
John Geist, CIMA's Merrill Lynch Experience June 1996 - February 2009
Job Sr. Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
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

Diana Velasquez Diana Velasquez Las Vegas, Nevada Area Details
Diana Velasquez's Merrill Lynch Experience February 1997 - June 1997
Job Account Executive
Industry Events Services
Experience
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

Elaine Queathem Elaine Queathem Greater St. Louis Area Details
Elaine Queathem's Merrill Lynch Experience 2001 - 2005
Job Business Development | Sales | Strategy
Industry Information Technology and Services
Experience
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

Alison Simard Alison Simard Greater Los Angeles Area Details
Alison Simard's Merrill Lynch Experience 1996 - 1999
Job Financial PR Specialist and Environmental Activist
Industry Public Relations and Communications
Experience
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

John T Holcombe John T Holcombe Las Vegas, Nevada Area Details
John T Holcombe's Merrill Lynch Experience 1998 - 2002
Job Private Wealth Advisor
Industry Financial Services
Experience
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 John F. Phillips Greater St. Louis Area Details
John F. Phillips's Merrill Lynch Experience May 1988 - May 1991
Job Independent Political Risk Analyst/ Consultant
Industry International Affairs
Experience
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

Chelsie Gibson Chelsie Gibson Akron, Ohio Details
Chelsie Gibson's Merrill Lynch Experience October 2010 - August 2013
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Joseph Massaro Joseph Massaro Jacksonville, Florida Area Details
Joseph Massaro's Merrill Lynch Experience June 2001 - April 2006
Job Client Relationship Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Shannone Hart Shannone Hart Missoula, Montana Area Details
Shannone Hart's Merrill Lynch Experience September 2005 - October 2009
Job Registered Sales Assistant at UBS
Industry Financial Services
Experience
UBS  December 2009 - Present
Chicks n Chaps   2008 - October 2013
Merrill Lynch   September 2005 - October 2009

Education
Frenchtown High School

The University of Montana

Cory Harter Cory Harter Greater Omaha Area Details
Cory Harter's Merrill Lynch Experience July 2000 - August 2001
Job Midwest Regional Sales Manager
Industry Medical Devices
Experience
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

Ben Kidemu, CFA Ben Kidemu, CFA Washington D.C. Metro Area Details
Ben Kidemu, CFA's Merrill Lynch Experience 2011 - 2012
Job Portfolio Manager, SunTrust Bank
Industry Banking
Experience
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

Grant Lordan Grant Lordan Greater Seattle Area Details
Grant Lordan's Merrill Lynch Experience August 2009 - December 2012
Job Senior Financial Analyst, US Licensed Consolidations at Starbucks Coffee
Industry Retail
Experience
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

Jayesh Bhanusali Jayesh Bhanusali Boston, Massachusetts Details
Jayesh Bhanusali's Merrill Lynch Experience 2008 - 2010
Job Solution Arch. at CitiusTech
Industry Computer Software
Experience
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

Diana Hooten Diana Hooten Kathleen, Georgia Details
Diana Hooten's Merrill Lynch Experience 1997 - 2004
Job American Red Cross Volunteer and Realtor with Watson Referral Realty
Industry Real Estate
Experience
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

Vaishali Patel, PMP Vaishali Patel, PMP San Diego, California Details
Vaishali Patel, PMP's Merrill Lynch Experience October 2008 - May 2009
Job Manager at Accenture
Industry Information Technology and Services
Experience
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.)

Shweta Grover Shweta Grover Toronto, Canada Area Details
Shweta Grover's Merrill Lynch Experience August 2003 - October 2005
Job Director Consulting Services at CGI
Industry Information Technology and Services
Experience
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

Hiren Dattani Hiren Dattani Greater New York City Area Details
Hiren Dattani's Merrill Lynch Experience 2006 - 2008
Job Technical Lead:Manage File Transfer
Industry Information Technology and Services
Experience
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

Clint Rickett, MBA, CFP® Clint Rickett, MBA, CFP® Cleveland/Akron, Ohio Area Details
Clint Rickett, MBA, CFP®'s Merrill Lynch Experience January 2003 - January 2005
Job Financial Advisor | Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Samuel John Samuel John New York, New York Details
Samuel John's Merrill Lynch Experience 2011 - 2013
Job User Experience Design Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
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)

Dannette Trivisonno Dannette Trivisonno Las Vegas, Nevada Area Details
Dannette Trivisonno's Merrill Lynch Experience October 1993 - May 2009
Job VP Investments at UBS Financial Services Inc
Industry Financial Services
Experience
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

Adina Kaliyeva Adina Kaliyeva San Francisco Bay Area Details
Adina Kaliyeva's Merrill Lynch Experience December 2008 - May 2009
Job Senior Internal Auditor at Gap Inc.
Industry Accounting
Experience
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

Pawan Adur Pawan Adur New York, New York Details
Pawan Adur's Merrill Lynch Experience February 2006 - July 2009
Job Sr. Consultant at Capco
Industry Financial Services
Experience
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

Selden Frisbee Selden Frisbee Greater Nashville Area Details
Selden Frisbee's Merrill Lynch Experience May 2000 - August 2000
Job Corporate Strategy Consultant, Entrepreneur
Industry Financial Services
Experience
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.

Kirit Kapadia Kirit Kapadia Greater New York City Area Details
Kirit Kapadia's Merrill Lynch Experience May 1998 - April 2003
Job Field Service Engineer III at Rutgers Cancer Institute of New Jersey
Industry Financial Services
Experience
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

Donya Monroe Donya Monroe Las Vegas, Nevada Area Details
Donya Monroe's Merrill Lynch Experience March 1999 - January 2005
Job President MWA Wealth Management & Investment Advisory Group, LLC.
Industry Financial Services
Experience
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

Darshan Sheth Darshan Sheth Greater New York City Area Details
Darshan Sheth's Merrill Lynch Experience March 2005 - Present
Job Vice President Technical Manager at Merrill Lynch
Industry Financial Services
Experience
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

Jerad Sorgenfrei, CFA Jerad Sorgenfrei, CFA Phoenix, Arizona Area Details
Jerad Sorgenfrei, CFA's Merrill Lynch Experience February 2008 - February 2009
Job
Industry Financial Services
Experience
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

Kellan McDonald Kellan McDonald Portland, Oregon Area Details
Kellan McDonald's Merrill Lynch Experience August 2012 - January 2014
Job Investments and securities
Industry Financial Services
Experience
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

Maston Thornton, CFP® Maston Thornton, CFP® Las Vegas, Nevada Area Details
Maston Thornton, CFP®'s Merrill Lynch Experience November 1998 - May 2009
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  May 2009 - Present
Merrill Lynch   November 1998 - May 2009

Education
UNLV   1997 — 2000
BS, Finance

Saint Louis High School

Alan Battles Alan Battles Greater Salt Lake City Area Details
Alan Battles's Merrill Lynch Experience March 1981 - January 2002
Job President, Brighton Wealth Management., Inc.
Industry Investment Management
Experience
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

Sujay Mudalgi Sujay Mudalgi Richmond, Virginia Area Details
Sujay Mudalgi's Merrill Lynch Experience 2006 - 2010
Job Sr IT Analyst at Genworth Financial
Industry Information Technology and Services
Experience
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

Jason P. Nelson Jason P. Nelson Lincoln, Nebraska Area Details
Jason P. Nelson's Merrill Lynch Experience September 2010 - January 2011
Job Business Development Representative at Wells Fargo Dealer Services
Industry Financial Services
Experience
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

John R. Crocker John R. Crocker Greater New York City Area Details
John R. Crocker's Merrill Lynch Experience January 1999 - April 2002
Job Managing Partner at Enterprise Iron
Industry Information Technology and Services
Experience
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

Hiren Joshi Hiren Joshi Dallas/Fort Worth Area Details
Hiren Joshi's Merrill Lynch Experience 2003 - 2005
Job Web Developer at Venture Solutions
Industry Computer Software
Experience
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

Douglas Reynoldson Douglas Reynoldson Greater Los Angeles Area Details
Douglas Reynoldson's Merrill Lynch Experience January 1998 - January 1999
Job Managing Director, Commercial Real Estate Advisor
Industry Commercial Real Estate
Experience
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

Erik Obermeier - CAMS, MBA Erik Obermeier - CAMS, MBA Greater Chicago Area Details
Erik Obermeier - CAMS, MBA's Merrill Lynch Experience October 2007 - February 2008
Job Manager Financial Services Regulatory Practice at PwC
Industry Banking
Experience
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

Girish Upadhyaya Girish Upadhyaya Houston, Texas Details
Girish Upadhyaya's Merrill Lynch Experience May 2008 - May 2009
Job Manager International Development at BioUrja Trading LLC
Industry Oil & Energy
Experience
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

Teresa Clausen Teresa Clausen Dallas/Fort Worth Area Details
Teresa Clausen's Merrill Lynch Experience 2011 - 2013
Job Client Relations Manager
Industry Financial Services
Experience
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

Fred Frillman Fred Frillman Greater Denver Area Details
Fred Frillman's Merrill Lynch Experience July 2015 - Present
Job Vice President, Merrill Lynch Banking Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Tim Ondrak Tim Ondrak San Antonio, Texas Area Details
Tim Ondrak's Merrill Lynch Experience June 2005 - December 2010
Job Operations Manager South Texas at Timco Blasting and Coatings
Industry Oil & Energy
Experience
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

Abhishek Vyas Abhishek Vyas Greater New York City Area Details
Abhishek Vyas's Merrill Lynch Experience June 2006 - May 2008
Job VP at Citi
Industry Investment Banking
Experience
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

M. Jay Lynch M. Jay Lynch Greater Omaha Area Details
M. Jay Lynch's Merrill Lynch Experience March 2005 - August 2007
Job Partner and Advisor at CBL Wealth Advisors, LLC
Industry Financial Services
Experience
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

Anthony Robone Anthony Robone Las Vegas, Nevada Area Details
Anthony Robone's Merrill Lynch Experience November 2000 - March 2003
Job Client Manager for Southern Nevada at IGT
Industry Gambling & Casinos
Experience
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

eduardo oseguera eduardo oseguera Las Vegas, Nevada Area Details
eduardo oseguera's Merrill Lynch Experience April 2005 - March 2006
Job Equity Trader at Tower Hill Trading
Industry Capital Markets
Experience
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

Garrett Grove, CFP® Garrett Grove, CFP® Chandler, Arizona Details
Garrett Grove, CFP®'s Merrill Lynch Experience May 2011 - Present
Job Assistant Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
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

Philip Natale Philip Natale Las Vegas, Nevada Area Details
Philip Natale's Merrill Lynch Experience January 2011 - October 2013
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Megan Boehm Megan Boehm Omaha, Nebraska Details
Megan Boehm's Merrill Lynch Experience January 2012 - May 2012
Job Lead Trade Associate at Gavilon Group, LLC
Industry Financial Services
Experience
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

Rob Mendoza, CHC Rob Mendoza, CHC Englewood, Colorado Details
Rob Mendoza, CHC's Merrill Lynch Experience 1997 - 2001
Job Director, Corporate Responsibility Resources & Reporting
Industry Hospital & Health Care
Experience
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

Stephanie (Stephens) Kasparek Stephanie (Stephens) Kasparek Omaha, Nebraska Details
Stephanie (Stephens) Kasparek's Merrill Lynch Experience June 2007 - January 2010
Job Organizational Development Specialist at OneWorld Community Health Centers
Industry Human Resources
Experience
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

Bradley Blankenship Bradley Blankenship Las Vegas, Nevada Details
Bradley Blankenship's Merrill Lynch Experience September 2011 - May 2012
Job Business Operations & Development
Industry Hospitality
Experience
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

Prashant Pandya Prashant Pandya Pennington, New Jersey Details
Prashant Pandya's Merrill Lynch Experience December 2009 - Present
Job V.P. Tech Manager, Performance & Wealth Management, Merrill Lynch Bank of America
Industry Financial Services
Experience
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

Bernard Fitzsimmons Bernard Fitzsimmons Greater New York City Area Details
Bernard Fitzsimmons's Merrill Lynch Experience 1999 - 2001
Job Fundraiser at The Elizabeth Coalition to House the Homeless
Industry Fund-Raising
Experience
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

Thomas VanDeventer Thomas VanDeventer Lincoln, Nebraska Details
Thomas VanDeventer's Merrill Lynch Experience February 2013 - Present
Job Registered Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
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

Cynthia D'Silva-Samuel Cynthia D'Silva-Samuel New York, New York Details
Cynthia D'Silva-Samuel's Merrill Lynch Experience December 2011 - January 2013
Job CSA Morgan Stanley Wealth Management
Industry Investment Management
Experience
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

James Wetton James Wetton Greater St. Louis Area Details
James Wetton's Merrill Lynch Experience February 2010 - February 2012
Job PNC Investments
Industry Financial Services
Experience
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

Linda Head Linda Head Birmingham, Alabama Area Details
Linda Head's Merrill Lynch Experience June 1980 - August 1982
Job Manager at Regional Brokerage Firm
Industry Financial Services
Experience
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

Marty M. Martinez Marty M. Martinez Las Vegas, Nevada Area Details
Marty M. Martinez's Merrill Lynch Experience July 1999 - August 2002
Job Financial Professional at Allstate
Industry Financial Services
Experience
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

William Howard William Howard Greater Seattle Area Details
William Howard's Merrill Lynch Experience January 2012 - Present
Job Senior Portfolio Advisor, Financial Advisor Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
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

Kelvin Dealca Kelvin Dealca Las Vegas, Nevada Details
Kelvin Dealca's Merrill Lynch Experience August 2006 - December 2006
Job Manager of Software Development at GOT Consulting Group, Inc.
Industry Entertainment
Experience
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

Dominic Madrid Dominic Madrid Albuquerque, New Mexico Area Details
Dominic Madrid's Merrill Lynch Experience March 2011 - March 2012
Job Associate Broker/Accountant
Industry Real Estate
Experience
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

Surashree Pednekar Surashree Pednekar Greater New York City Area Details
Surashree Pednekar's Merrill Lynch Experience February 2007 - December 2009
Job QA Project Management at RBC Capital Markets
Industry Computer Software
Experience
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

Tricia Seitelbach - Green Tricia Seitelbach - Green Greater Omaha Area Details
Tricia Seitelbach - Green's Merrill Lynch Experience 1994 - 1996
Job Director of Client Service at Vintage Financial Group
Industry Financial Services
Experience
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

Nicky Yager (work) Nicky Yager (work) Greater Omaha Area Details
Nicky Yager (work)'s Merrill Lynch Experience 2012 - 2012
Job Operations Manager at Manarin Investment Counsel
Industry Financial Services
Experience
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

Mahesh More Mahesh More Camp Hill, Pennsylvania Details
Mahesh More's Merrill Lynch Experience April 2009 - March 2014
Job Test Analyst at Deloitte
Industry Information Technology and Services
Experience
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

N. Abraham Issa, CFP® N. Abraham Issa, CFP® Miami/Fort Lauderdale Area Details
N. Abraham Issa, CFP®'s Merrill Lynch Experience April 1996 - May 2005
Job First Vice President Wealth Advisor at UBS
Industry Financial Services
Experience
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

Justin Furby, CFA Justin Furby, CFA Chicago, Illinois Details
Justin Furby, CFA's Merrill Lynch Experience 2003 - 2005
Job SaaS Analyst at William Blair & Company
Industry Research
Experience
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

Wendy Kickham, CRPC Wendy Kickham, CRPC Saint Louis, Missouri Details
Wendy Kickham, CRPC's Merrill Lynch Experience February 2005 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Hemen Thacker Hemen Thacker Greater New York City Area Details
Hemen Thacker's Merrill Lynch Experience 2007 - 2008
Job Manager at Covansys Corp
Industry Computer Software
Experience
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

Brock Senevey Brock Senevey Jefferson City, Missouri Details
Brock Senevey's Merrill Lynch Experience June 2004 - December 2005
Job Project Manager/Analyst at Senevey Construction, LLC.
Industry Real Estate
Experience
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

Madhu Agrawal, PMP Madhu Agrawal, PMP Jacksonville, Florida Area Details
Madhu Agrawal, PMP's Merrill Lynch Experience March 2003 - May 2005
Job VP Sr. Business Analyst
Industry Banking
Experience
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

Sanjeewa Amaradiwakara Sanjeewa Amaradiwakara Greater New York City Area Details
Sanjeewa Amaradiwakara's Merrill Lynch Experience July 2000 - 2001
Job Sr. Unix Systems Engineer/Architect
Industry Investment Banking
Experience
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

Harnish Shah Harnish Shah Greater New York City Area Details
Harnish Shah's Merrill Lynch Experience December 1998 - May 1999
Job Principal Database Architect at Priceline.com
Industry Information Technology and Services
Experience
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

Deepak Padhye Deepak Padhye Greater Philadelphia Area Details
Deepak Padhye's Merrill Lynch Experience September 1995 - December 1996
Job Director, Global Services at Acumen Solutions
Industry Computer Software
Experience
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)

Corey Raths Corey Raths Phoenix, Arizona Area Details
Corey Raths's Merrill Lynch Experience March 2007 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Rashmi Priyolkar (Sirsalewala) Rashmi Priyolkar (Sirsalewala) Greater Philadelphia Area Details
Rashmi Priyolkar (Sirsalewala)'s Merrill Lynch Experience February 2006 - March 2008
Job Product Owner at Elsevier
Industry Information Technology and Services
Experience
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

Chandrakant Sutar Chandrakant Sutar Greater New York City Area Details
Chandrakant Sutar's Merrill Lynch Experience August 2009 - January 2011
Job Associate Vice President at Bank of TokyoMitsubishi UFJ
Industry Information Technology and Services
Experience
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.

Benny Issac Benny Issac Greater New York City Area Details
Benny Issac's Merrill Lynch Experience November 2007 - September 2008
Job SAP BW/BI Developer
Industry Computer Software
Experience
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

nimish sankalia nimish sankalia Greater New York City Area Details
nimish sankalia's Merrill Lynch Experience 1998 - 2000
Job Senior Vice President Majesco
Industry Computer Software
Experience
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

Gary Gould, CIMA® Gary Gould, CIMA® Greater Seattle Area Details
Gary Gould, CIMA®'s Merrill Lynch Experience January 2005 - May 2011
Job Partner at Gould Capital, LLC
Industry Investment Management
Experience
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

Sanjay Deshmukh Sanjay Deshmukh Greater New York City Area Details
Sanjay Deshmukh's Merrill Lynch Experience June 1998 - Present
Job Merrill Lynch
Industry Financial Services
Experience
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

Jenny Gosher Mehandru Jenny Gosher Mehandru Greater Los Angeles Area Details
Jenny Gosher Mehandru's Merrill Lynch Experience August 1996 - May 1997
Job Experienced leader in Data Engineering
Industry Entertainment
Experience
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

Rajesh Patil ( MCSD.Net, MCST) Rajesh Patil ( MCSD.Net, MCST) Greater New York City Area Details
Rajesh Patil ( MCSD.Net, MCST)'s Merrill Lynch Experience March 2008 - February 2009
Job Sr. SharePoint Consultant at Bank of TokyoMitsubishi UFJ
Industry Information Technology and Services
Experience
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

Samirkumar Patel Samirkumar Patel Greater New York City Area Details
Samirkumar Patel's Merrill Lynch Experience September 1999 - May 2006
Job Lead Quality Assurance / Automation Engr in Finance, Banking and Trading
Industry Financial Services
Experience
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

Vincent Finney Vincent Finney Columbus, Ohio Area Details
Vincent Finney's Merrill Lynch Experience October 2003 - January 2009
Job Senior Vice President Wealth Management / Senior Portfolio Manager / Top 35 Under 35 UBS Wealth Management 2014 Class
Industry Investment Management
Experience
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

Jerad Sorgenfrei Jerad Sorgenfrei Scottsdale, Arizona Details
Jerad Sorgenfrei's Merrill Lynch Experience February 2008 - February 2009
Job Investment Advisor
Industry Financial Services
Experience
Transamerica  July 2009 - Present
Merrill Lynch   February 2008 - February 2009

Education
University of Nebraska-Lincoln   2000 — 2005

Craig Weisser Craig Weisser Huntsville, Alabama Details
Craig Weisser's Merrill Lynch Experience 2005 - Present
Job Staff Officer G3/5 at Aviation and Missile Command
Industry Military
Experience
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

Donna Jean-Marie Caskey Donna Jean-Marie Caskey Greater Seattle Area Details
Donna Jean-Marie Caskey's Merrill Lynch Experience 1997 - 1999
Job Advertising Account Executive at Showcase Media Live
Industry Wireless
Experience
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

Chad Beaty Chad Beaty Greater Chicago Area Details
Chad Beaty's Merrill Lynch Experience June 2006 - August 2006
Job Financial Reporting Analyst
Industry Financial Services
Experience
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

Angela Rutledge, CFP® Angela Rutledge, CFP® Asheville, North Carolina Details
Angela Rutledge, CFP®'s Merrill Lynch Experience June 2014 - Present
Job Financial Solutions Advisor, CFP (TM) at Merrill Lynch
Industry Financial Services
Experience
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

Darrell Messenger Darrell Messenger Melbourne, Florida Area Details
Darrell Messenger's Merrill Lynch Experience October 2007 - March 2009
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
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

RAMACHANDRAN VISHWANATH RAMACHANDRAN VISHWANATH Greater New York City Area Details
RAMACHANDRAN VISHWANATH's Merrill Lynch Experience 2009 - 2010
Job Sr. Software Consultant at Headstrong
Industry Financial Services
Experience
Headstrong  November 1999 - Present
Merrill Lynch   2009 - 2010

Education
University of Mumbai

Pierre Lim Pierre Lim New York, New York Details
Pierre Lim's Merrill Lynch Experience 2007 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
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

Ashley Ward Ashley Ward Greater Omaha Area Details
Ashley Ward's Merrill Lynch Experience December 2014 - May 2015
Job Nutrition Specialist at Club Fitness 27:17
Industry Health, Wellness and Fitness
Experience
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

Jyoti Sonavdekar - Mohile Jyoti Sonavdekar - Mohile Greater New York City Area Details
Jyoti Sonavdekar - Mohile's Merrill Lynch Experience August 2010 - February 2012
Job Microsoft Consultant at Time Warner Inc.
Industry Computer Software
Experience
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

Lisa Dry Lisa Dry Buffalo/Niagara, New York Area Details
Lisa Dry's Merrill Lynch Experience October 2006 - August 2009
Job SVP, Market Presence Manager at Bank of America
Industry Financial Services
Experience
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

Murali Ramaswamy Murali Ramaswamy Greater New York City Area Details
Murali Ramaswamy's Merrill Lynch Experience May 2011 - December 2011
Job Project management / Delivery at Jennison Associates LLC
Industry Financial Services
Experience
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

Robert Fouraker Robert Fouraker Des Moines, Iowa Area Details
Robert Fouraker's Merrill Lynch Experience February 1998 - May 2001
Job Client Service Consultant 3
Industry Financial Services
Experience
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

Chris Coghlan Chris Coghlan Missoula, Montana Area Details
Chris Coghlan's Merrill Lynch Experience April 2004 - March 2009
Job Senior Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  March 2009 - Present
Merrill Lynch   April 2004 - March 2009

Education
The University of Montana   1995 — 1999
Bachelor's of Science, Economics

Anuradha Rao Anuradha Rao Charlotte, North Carolina Details
Anuradha Rao's Merrill Lynch Experience May 2006 - February 2010
Job AVP Team Manager
Industry Information Technology and Services
Experience
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

Neil McGillen Neil McGillen Naples, Florida Area Details
Neil McGillen's Merrill Lynch Experience January 1992 - January 1995
Job Training Specialist at CallMiner
Industry Professional Training & Coaching
Experience
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

Scott Irwin Scott Irwin Omaha, Nebraska Details
Scott Irwin's Merrill Lynch Experience September 2008 - November 2009
Job Financial Analyst at TD Ameritrade
Industry Financial Services
Experience
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

Abbasali Kera Abbasali Kera New York, New York Details
Abbasali Kera's Merrill Lynch Experience February 2006 - July 2008
Job Senior Analyst for Electronic Trading
Industry Investment Banking
Experience
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

Barbara Loring Foster Barbara Loring Foster Kansas City, Missouri Details
Barbara Loring Foster's Merrill Lynch Experience 1990 - 1993
Job Community Activist
Industry Nonprofit Organization Management
Experience
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

Gnanashekaran CN Gnanashekaran CN Greater New York City Area Details
Gnanashekaran CN's Merrill Lynch Experience June 2007 - August 2009
Job
Industry Information Technology and Services
Experience
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

Sheetal Gala CPA Sheetal Gala CPA Greater New York City Area Details
Sheetal Gala CPA's Merrill Lynch Experience October 2006 - October 2008
Job Manager Regulatory Reporting Group QA at AIG
Industry Financial Services
Experience
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

Prafull Narnavre Prafull Narnavre Greater New York City Area Details
Prafull Narnavre's Merrill Lynch Experience March 2009 - April 2010
Job IT Consultant at MIK Fund Solutions
Industry Information Technology and Services
Experience
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

Shoira Tahirova Shoira Tahirova Greater Denver Area Details
Shoira Tahirova's Merrill Lynch Experience May 2008 - August 2008
Job Business Development Specialist at Kiewit
Industry Construction
Experience
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

Ekta Advani Ekta Advani Greater New York City Area Details
Ekta Advani's Merrill Lynch Experience November 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Cynthia Bush Cynthia Bush Greater Atlanta Area Details
Cynthia Bush's Merrill Lynch Experience October 2001 - August 2003
Job Assistant Operations Manager at MetLife
Industry Financial Services
Experience
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

Joseph Wilbur Joseph Wilbur Chicago, Illinois Details
Joseph Wilbur's Merrill Lynch Experience January 2006 - April 2006
Job Business Product Controller at UBS
Industry Financial Services
Experience
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

Nilima Naik Nilima Naik Charlotte, North Carolina Area Details
Nilima Naik's Merrill Lynch Experience 2004 - 2006
Job Sr. Consultant at Wells Fargo
Industry Financial Services
Experience
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

James W. Mitchell MBA James W. Mitchell MBA Charlotte, North Carolina Details
James W. Mitchell MBA's Merrill Lynch Experience January 2007 - June 2007
Job MBA Graduate with financial services experience
Industry Financial Services
Experience
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

Stephen Davis, CFP®, ChFC Stephen Davis, CFP®, ChFC Birmingham, Alabama Details
Stephen Davis, CFP®, ChFC's Merrill Lynch Experience April 1999 - Present
Job Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
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

A J Grier A J Grier Phoenix, Arizona Area Details
A J Grier's Merrill Lynch Experience 1993 - 2001
Job Phoenix AZ area
Industry Professional Training & Coaching
Experience
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

Harry Meginnis Harry Meginnis Lincoln, Nebraska Area Details
Harry Meginnis's Merrill Lynch Experience August 2006 - August 2007
Job Senior Financial Advisor at Private
Industry Financial Services
Experience
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.

Craig Freebersyser, CFP® Craig Freebersyser, CFP® Greater St. Louis Area Details
Craig Freebersyser, CFP®'s Merrill Lynch Experience 2005 - 2009
Job Financial Advisor at Cutter & Company, Inc.
Industry Financial Services
Experience
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

Judy Wanjiru Judy Wanjiru Greater Denver Area Details
Judy Wanjiru's Merrill Lynch Experience February 2015 - Present
Job Project Manager
Industry Financial Services
Experience
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

Nancy Reach Nancy Reach Greater Nashville Area Details
Nancy Reach's Merrill Lynch Experience February 2000 - December 2001
Job Investment Associate
Industry Financial Services
Experience
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

Malcolm Kindle Malcolm Kindle Omaha, Nebraska Details
Malcolm Kindle's Merrill Lynch Experience January 1999 - May 2001
Job National Staffing Manager
Industry Internet
Experience
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

Matthew Hoden Matthew Hoden Jacksonville, Florida Details
Matthew Hoden's Merrill Lynch Experience October 2012 - Present
Job Insurance Operations Officer at Merrill Lynch
Industry Financial Services
Experience
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

Jayshree Aya Jayshree Aya Greater New York City Area Details
Jayshree Aya's Merrill Lynch Experience 2006 - 2011
Job Senior Consultant at EMC
Industry Information Technology and Services
Experience
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

Jeff Zucal Jeff Zucal North Canton, Ohio Details
Jeff Zucal's Merrill Lynch Experience May 1992 - April 2002
Job President at Sky Sweeping
Industry Facilities Services
Experience
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

Cynthia Bush Cynthia Bush Atlanta, Georgia Details
Cynthia Bush's Merrill Lynch Experience October 2001 - August 2003
Job Assistant Operations Manager at MetLife
Industry Financial Services
Experience
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

Johnathan Price Johnathan Price Oklahoma City, Oklahoma Details
Johnathan Price's Merrill Lynch Experience May 1999 - Present
Job self at Merrill Lynch
Industry Financial Services
Experience
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

Marcus Witt Marcus Witt Los Angeles, California Details
Marcus Witt's Merrill Lynch Experience August 2013 - April 2015
Job Research Analyst at Twentieth Century Fox
Industry Entertainment
Experience
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

Similar Companies