Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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.
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Charles O'Kelley Charles O'Kelley's Merrill Lynch Experience October 1976 - October 1980
Job CFP at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. October 1972 - Present
Merrill Lynch October 1976 - October 1980
Wachovia Bank October 1972 - October 1976
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Portfolio Management, Investment Advisory, Wealth Management, Equities, Series 63, Asset Management
Education
University of North Carolina at Chapel Hill 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government
Summit Brokerage Services, Inc. October 1972 - Present
Merrill Lynch October 1976 - October 1980
Wachovia Bank October 1972 - October 1976
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Portfolio Management, Investment Advisory, Wealth Management, Equities, Series 63, Asset Management
Education
University of North Carolina at Chapel Hill 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government
Alison Martinez Alison Martinez's Merrill Lynch Experience June 2011 - July 2011
Job Specialist, Sales Technology at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines September 2014 - Present
Delta Air Lines July 2012 - August 2014
Merrill Lynch June 2011 - July 2011
The Graham Companies August 2004 - August 2010
Education
University of North Carolina at Chapel Hill 2008 — 2012
BA, Economics
Delta Air Lines September 2014 - Present
Delta Air Lines July 2012 - August 2014
Merrill Lynch June 2011 - July 2011
The Graham Companies August 2004 - August 2010
Education
University of North Carolina at Chapel Hill 2008 — 2012
BA, Economics
Joanna Irwin Joanna Irwin's Merrill Lynch Experience July 2005 - September 2007
Job Head of US Marketing at Invesco Distributors, Inc.
Industry Financial Services
Experience
Invesco US September 2007 - Present
Merrill Lynch July 2005 - September 2007
AMVESCAP Retirement, Inc. March 2002 - July 2005
Scient, Inc. (formerly iXL, Inc.) August 1999 - March 2002
Regence BlueShield September 1998 - July 1999
Stock Up, Inc. January 1997 - September 1998
Camera One August 1995 - December 1996
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Psychology and Radio, Television, Motion Pictures
The Westminster Schools
High School Diploma
Invesco US September 2007 - Present
Merrill Lynch July 2005 - September 2007
AMVESCAP Retirement, Inc. March 2002 - July 2005
Scient, Inc. (formerly iXL, Inc.) August 1999 - March 2002
Regence BlueShield September 1998 - July 1999
Stock Up, Inc. January 1997 - September 1998
Camera One August 1995 - December 1996
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.A., Psychology and Radio, Television, Motion Pictures
The Westminster Schools
High School Diploma
Doug Monroe Doug Monroe's Merrill Lynch Experience January 2005 - Present
Job Director, Stability and Monitoring Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
PlanetConnect January 1998 - January 2005
Bell Laboratories March 1981 - January 1998
Skills
Incident Handling, Root Cause Problem..., Windows Services, Unix, Troubleshooting, System Monitoring, Networking, Debugging, Logical Thinker, Integration, Disaster Recovery, Infrastructure, IT Operations, System Deployment, Solaris
Education
University of New Haven 1975 — 1979
Bachelor of Science (BS), Forensic Science and Technology
Merrill Lynch January 2005 - Present
PlanetConnect January 1998 - January 2005
Bell Laboratories March 1981 - January 1998
Skills
Incident Handling, Root Cause Problem..., Windows Services, Unix, Troubleshooting, System Monitoring, Networking, Debugging, Logical Thinker, Integration, Disaster Recovery, Infrastructure, IT Operations, System Deployment, Solaris
Education
University of New Haven 1975 — 1979
Bachelor of Science (BS), Forensic Science and Technology
Laurie Bryan Laurie Bryan's Merrill Lynch Experience 2002 - 2004
Job Vice President, Cash Management Group at BlackRock
Industry Financial Services
Experience
BlackRock January 2012 - Present
BlackRock 2007 - 2011
BlackRock 2004 - 2007
Merrill Lynch 2002 - 2004
Skills
Series 7, Fixed Income, Cash Management, Mutual Funds, Asset Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
BS, Business Administration
BlackRock January 2012 - Present
BlackRock 2007 - 2011
BlackRock 2004 - 2007
Merrill Lynch 2002 - 2004
Skills
Series 7, Fixed Income, Cash Management, Mutual Funds, Asset Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
BS, Business Administration
Matt Carlyon Matt Carlyon's Merrill Lynch Experience 1998 - 2001
Job Director of Development College of Engineering at Colorado State University
Industry Fund-Raising
Experience
Colorado State University August 2013 - Present
University of New Hampshire November 2006 - July 2013
Citizens Advisers January 2005 - November 2006
Morgan Stanley 2001 - 2005
Merrill Lynch 1998 - 2001
Skills
Fundraising, Leadership, Alumni Relations, Grant Writing, Investments, Higher Education, Public Speaking, Program Development, Volunteer Management, Strategic Planning, Management, Nonprofits, Event Management, Leadership Development, Marketing, Program Management, Social Media
Education
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst Program
University of New Hampshire
BA - College of Engineering & Physical Sciences
Colorado State University August 2013 - Present
University of New Hampshire November 2006 - July 2013
Citizens Advisers January 2005 - November 2006
Morgan Stanley 2001 - 2005
Merrill Lynch 1998 - 2001
Skills
Fundraising, Leadership, Alumni Relations, Grant Writing, Investments, Higher Education, Public Speaking, Program Development, Volunteer Management, Strategic Planning, Management, Nonprofits, Event Management, Leadership Development, Marketing, Program Management, Social Media
Education
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst Program
University of New Hampshire
BA - College of Engineering & Physical Sciences
Alex Zlotnik's Merrill Lynch Experience July 2009 - June 2011
Job Analyst at Citadel LLC (Surveyor Capital)
Industry Financial Services
Experience
Citadel LLC (Surveyor Capital) July 2013 - Present
Providence Equity Partners August 2011 - July 2013
Merrill Lynch July 2009 - June 2011
Marsh & McLennan Companies, Inc. May 2007 - August 2007
Skills
Private Equity, Financial Modeling, LBO, Valuation, Investment Banking, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, Mergers & Acquisitions, Investing, Equity Research
Education
University of North Carolina at Chapel Hill
BS, BA
Citadel LLC (Surveyor Capital) July 2013 - Present
Providence Equity Partners August 2011 - July 2013
Merrill Lynch July 2009 - June 2011
Marsh & McLennan Companies, Inc. May 2007 - August 2007
Skills
Private Equity, Financial Modeling, LBO, Valuation, Investment Banking, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, Mergers & Acquisitions, Investing, Equity Research
Education
University of North Carolina at Chapel Hill
BS, BA
John M. Peters, CFA's Merrill Lynch Experience September 2009 - December 2009
Job Portfolio Manager at Gupta Wealth Management
Industry Investment Management
Experience
Gupta Wealth Management January 2015 - Present
Pure Financial Advisors October 2011 - January 2015
TD Ameritrade December 2010 - October 2011
Berkeley Capital Securities January 2010 - December 2010
Merrill Lynch September 2009 - December 2009
Liberty Mutual June 2009 - September 2009
Saturna Capital Corporation April 2009 - June 2009
Skills
Mutual Funds, Equities, Fixed Income, Financial Analysis, Wealth Management, Trading, Capital Markets, Security Analysis, Business Relationship..., Securities, ETFs, Bloomberg, Asset Management, Private Placements, FINRA, Finance, Asset Allocation, Salesforce.com, Portfolio Management, REIT, Derivatives, Rebalancing, Index Funds
Education
Western Washington University 2005 — 2009
Bachelor of Arts, Finance, Economics
University of Newcastle 2008 — 2008
Semester Abroad, Finance, Economics
Juanita High School 2002 — 2005
Gupta Wealth Management January 2015 - Present
Pure Financial Advisors October 2011 - January 2015
TD Ameritrade December 2010 - October 2011
Berkeley Capital Securities January 2010 - December 2010
Merrill Lynch September 2009 - December 2009
Liberty Mutual June 2009 - September 2009
Saturna Capital Corporation April 2009 - June 2009
Skills
Mutual Funds, Equities, Fixed Income, Financial Analysis, Wealth Management, Trading, Capital Markets, Security Analysis, Business Relationship..., Securities, ETFs, Bloomberg, Asset Management, Private Placements, FINRA, Finance, Asset Allocation, Salesforce.com, Portfolio Management, REIT, Derivatives, Rebalancing, Index Funds
Education
Western Washington University 2005 — 2009
Bachelor of Arts, Finance, Economics
University of Newcastle 2008 — 2008
Semester Abroad, Finance, Economics
Juanita High School 2002 — 2005
Neal Tourdo's Merrill Lynch Experience 1989 - 1993
Job Director, Institutional Sales and Service at Zacks Investment Management
Industry Investment Management
Experience
Zacks Investment Management 2014 - Present
Financial Industry Regulatory Authority 1994 - Present
Mastrapasqua Asset Management August 2007 - January 2014
Accessor Capital Management 2005 - 2007
Russell Investments 2001 - 2005
Eagle Asset Management March 1999 - November 2001
Pritchard,Hubble & Herr 1994 - 1999
Gruntal 1993 - 1994
Merrill Lynch 1989 - 1993
ATP Tour, Inc. 1985 - 1989
Skills
Asset Management, Institutional, Retail, FINRA, Alternative Investments, Asset Allocation, Series 7, Investments, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Investment Management, Portfolio Management, Retirement, Investment Strategies
Education
University of New Orleans 1980 — 1985
BS, Business Admin, Marketing
Zacks Investment Management 2014 - Present
Financial Industry Regulatory Authority 1994 - Present
Mastrapasqua Asset Management August 2007 - January 2014
Accessor Capital Management 2005 - 2007
Russell Investments 2001 - 2005
Eagle Asset Management March 1999 - November 2001
Pritchard,Hubble & Herr 1994 - 1999
Gruntal 1993 - 1994
Merrill Lynch 1989 - 1993
ATP Tour, Inc. 1985 - 1989
Skills
Asset Management, Institutional, Retail, FINRA, Alternative Investments, Asset Allocation, Series 7, Investments, Investment Advisory, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Investment Management, Portfolio Management, Retirement, Investment Strategies
Education
University of New Orleans 1980 — 1985
BS, Business Admin, Marketing
Mark Wojcik Mark Wojcik's Merrill Lynch Experience September 1998 - March 1999
Job SAM Software Product Administrator on AIX/Linux/Unix/Windows platforms
Industry Information Technology and Services
Experience
Tri-Com Consulting Group October 2011 - Present
Cigna September 2011 - Present
MassMutual Financial Group 2007 - 2011
State of Connecticut December 2005 - July 2006
UnitedHealth Group July 2000 - December 2000
MotherNature.com October 1999 - January 2000
Cigna April 1999 - September 1999
Merrill Lynch September 1998 - March 1999
The Hartford September 1996 - August 1998
Fleet Bank June 1996 - August 1996
Skills
Risk Management, Windows Server, Vendor Management, SDLC, Visio, Management
Education
University of New Hampshire
BA, Music, Electrical Engineering
Tri-Com Consulting Group October 2011 - Present
Cigna September 2011 - Present
MassMutual Financial Group 2007 - 2011
State of Connecticut December 2005 - July 2006
UnitedHealth Group July 2000 - December 2000
MotherNature.com October 1999 - January 2000
Cigna April 1999 - September 1999
Merrill Lynch September 1998 - March 1999
The Hartford September 1996 - August 1998
Fleet Bank June 1996 - August 1996
Skills
Risk Management, Windows Server, Vendor Management, SDLC, Visio, Management
Education
University of New Hampshire
BA, Music, Electrical Engineering
Katie Keating's Merrill Lynch Experience August 2012 - April 2013
Job Jeff Kalvelage State Farm Agent
Industry Insurance
Experience
State Farm September 2015 - Present
State Farm April 2013 - Present
Merrill Lynch August 2012 - April 2013
Wells Fargo July 2008 - August 2012
Skills
Banking, Microsoft Excel, Finance, Loans, Credit, Microsoft Office, Salesforce.com, Credit Analysis, Microsoft Word, Loving Life, Management, Customer Service, Sales, Time Management, Leadership
Education
University of Nevada-Reno 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), International Business
Carson High School 2002 — 2006
State Farm September 2015 - Present
State Farm April 2013 - Present
Merrill Lynch August 2012 - April 2013
Wells Fargo July 2008 - August 2012
Skills
Banking, Microsoft Excel, Finance, Loans, Credit, Microsoft Office, Salesforce.com, Credit Analysis, Microsoft Word, Loving Life, Management, Customer Service, Sales, Time Management, Leadership
Education
University of Nevada-Reno 2006 — 2011
Bachelor of Applied Science (B.A.Sc.), International Business
Carson High School 2002 — 2006
Ashley Berberian's Merrill Lynch Experience January 2011 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Hoodkroft Bar & Grill January 2007 - December 2011
Skills
Series 7, series 66, Asset Allocation, Equities, Investments, Mutual Funds, Wealth Management
Education
University of New Hampshire 2007 — 2010
BS, Business
Merrill Lynch January 2011 - Present
Hoodkroft Bar & Grill January 2007 - December 2011
Skills
Series 7, series 66, Asset Allocation, Equities, Investments, Mutual Funds, Wealth Management
Education
University of New Hampshire 2007 — 2010
BS, Business
Lane Mitchell Lane Mitchell's Merrill Lynch Experience June 1997 - February 2000
Job Creative at McKinney
Industry Marketing and Advertising
Experience
McKinney January 2013 - Present
Freelance Creative Director June 2012 - January 2013
Omnicom October 2011 - June 2012
AKQA August 2011 - October 2011
Deutsch June 2011 - August 2011
mcgarrybowen January 2009 - May 2011
Digitas April 2005 - December 2008
Hill Holliday 2003 - 2005
Foote, Cone & Belding February 2000 - May 2003
Merrill Lynch June 1997 - February 2000
Skills
Viral Marketing, Advertising, Brand Management, Online Advertising, Integrated Marketing, Direct Mail, Social Media Marketing, Creative Strategy, Creative Direction, Digital Strategy, Digital Marketing, Facebook, Marketing, Interactive Marketing, Interactive Advertising, Social Networking, User Experience, Television, Corporate Communications, Relationship Marketing, Outdoor Advertising, Strategy, Brand Development, Copywriting, Content Strategy, Concept Development, Digital Media, Art Direction, Social Media, Mobile Marketing, Email Marketing
Education
University of North Carolina at Chapel Hill 1984 — 1988
B.A., English Literature, Creative Writing, Journalism
McKinney January 2013 - Present
Freelance Creative Director June 2012 - January 2013
Omnicom October 2011 - June 2012
AKQA August 2011 - October 2011
Deutsch June 2011 - August 2011
mcgarrybowen January 2009 - May 2011
Digitas April 2005 - December 2008
Hill Holliday 2003 - 2005
Foote, Cone & Belding February 2000 - May 2003
Merrill Lynch June 1997 - February 2000
Skills
Viral Marketing, Advertising, Brand Management, Online Advertising, Integrated Marketing, Direct Mail, Social Media Marketing, Creative Strategy, Creative Direction, Digital Strategy, Digital Marketing, Facebook, Marketing, Interactive Marketing, Interactive Advertising, Social Networking, User Experience, Television, Corporate Communications, Relationship Marketing, Outdoor Advertising, Strategy, Brand Development, Copywriting, Content Strategy, Concept Development, Digital Media, Art Direction, Social Media, Mobile Marketing, Email Marketing
Education
University of North Carolina at Chapel Hill 1984 — 1988
B.A., English Literature, Creative Writing, Journalism
Charles Shipman Charles Shipman's Merrill Lynch Experience June 2012 - August 2014
Job Blue Keel Financial Planning, LLC
Industry Financial Services
Experience
Blue Keel Financial Planning, LLC August 2014 - Present
Merrill Lynch June 2012 - August 2014
Anchin, Block & Anchin LLP 2006 - 2011
CBS Television Distribution 2005 - 2006
PwC 2002 - 2004
Skills
Asset Management, High Net Worth..., Series 7, Asset Allocation, Investment Advisory, Estate Planning, Wealth Management..., Investment Strategies, Retirement, 401k, Financial Planning, Registered Investment...
Education
University of North Carolina at Chapel Hill 2001 — 2002
MS, Accounting
University of North Carolina at Chapel Hill 1997 — 2000
BA, Economics
Blue Keel Financial Planning, LLC August 2014 - Present
Merrill Lynch June 2012 - August 2014
Anchin, Block & Anchin LLP 2006 - 2011
CBS Television Distribution 2005 - 2006
PwC 2002 - 2004
Skills
Asset Management, High Net Worth..., Series 7, Asset Allocation, Investment Advisory, Estate Planning, Wealth Management..., Investment Strategies, Retirement, 401k, Financial Planning, Registered Investment...
Education
University of North Carolina at Chapel Hill 2001 — 2002
MS, Accounting
University of North Carolina at Chapel Hill 1997 — 2000
BA, Economics
EPG Jennifer Perkins's Merrill Lynch Experience October 1999 - August 2003
Job Assistant at EPG, LLC
Industry Maritime
Experience
EPG, LLC January 2011 - Present
Merrill Lynch October 1999 - August 2003
The Guardian Life Insurance Company of America June 1998 - September 1999
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., 401k, Equities, Financial Advisory, Retirement, Life Insurance, Investment Management, Bloomberg, Fixed Income, Stocks, Investments, Securities, Asset Management, Equity Trading, Hedge Funds, Insurance, Investment Advisory, Capital Markets, Financial Services, Personal Finance, Mutual Funds, Asset Allocation, Options, Wealth Management, Trading, Equity Research, Bonds
Education
University of New Orleans 1988 — 1992
Bachelor of Arts (B.A.), English & History
EPG, LLC January 2011 - Present
Merrill Lynch October 1999 - August 2003
The Guardian Life Insurance Company of America June 1998 - September 1999
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., 401k, Equities, Financial Advisory, Retirement, Life Insurance, Investment Management, Bloomberg, Fixed Income, Stocks, Investments, Securities, Asset Management, Equity Trading, Hedge Funds, Insurance, Investment Advisory, Capital Markets, Financial Services, Personal Finance, Mutual Funds, Asset Allocation, Options, Wealth Management, Trading, Equity Research, Bonds
Education
University of New Orleans 1988 — 1992
Bachelor of Arts (B.A.), English & History
Terry Tobin Terry Tobin's Merrill Lynch Experience 2003 - 2012
Job Sales Account Manager at PhishLabs
Industry Computer & Network Security
Experience
PhishLabs October 2015 - Present
PhishLabs August 2014 - September 2015
Raymond James 2012 - 2014
Merrill Lynch 2003 - 2012
Scudder Investments 2001 - 2003
Skills
Business Development, Sales, Contract Negotiation, Finance, Leadership, Key Account Development, Account Management, Marketing, IT Sales, Marketing Strategy, New Business Development, Enterprise Software, Management, Information Security, Strategic Planning, Customer Service, Information Technology, Salesforce.com, Solution Selling, Investments, Investment Management, Financial Analysis, Securities
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics & Political Science
PhishLabs October 2015 - Present
PhishLabs August 2014 - September 2015
Raymond James 2012 - 2014
Merrill Lynch 2003 - 2012
Scudder Investments 2001 - 2003
Skills
Business Development, Sales, Contract Negotiation, Finance, Leadership, Key Account Development, Account Management, Marketing, IT Sales, Marketing Strategy, New Business Development, Enterprise Software, Management, Information Security, Strategic Planning, Customer Service, Information Technology, Salesforce.com, Solution Selling, Investments, Investment Management, Financial Analysis, Securities
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics & Political Science
Christopher Fears Christopher Fears's Merrill Lynch Experience January 2002 - September 2013
Job Senior Business Development Executive at Infosys BPO
Industry Capital Markets
Experience
Infosys BPO May 2014 - Present
The Arc of Dallas March 2011 - Present
Regions Financial Corporation September 2013 - May 2014
Merrill Lynch January 2002 - September 2013
San Deigo Padres June 1999 - March 2002
Skills
Special Needs Planning, Retirement Income..., Trust Services, Business Analysis, Investments, Wealth Management, Asset Management, Retirement, Public Speaking, Asset Managment, Strategic Planning, Small Business, Special Education, Retirement Planning, Portfolio Management, Securities, Insurance, Finance, Strategy, Mergers & Acquisitions, Credit, Banking, Financial Services, Leadership, Customer Service, Team Building
Education
University of North Alabama
Master of Business Administration (MBA), New Venture Management
University of North Alabama
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Infosys BPO May 2014 - Present
The Arc of Dallas March 2011 - Present
Regions Financial Corporation September 2013 - May 2014
Merrill Lynch January 2002 - September 2013
San Deigo Padres June 1999 - March 2002
Skills
Special Needs Planning, Retirement Income..., Trust Services, Business Analysis, Investments, Wealth Management, Asset Management, Retirement, Public Speaking, Asset Managment, Strategic Planning, Small Business, Special Education, Retirement Planning, Portfolio Management, Securities, Insurance, Finance, Strategy, Mergers & Acquisitions, Credit, Banking, Financial Services, Leadership, Customer Service, Team Building
Education
University of North Alabama
Master of Business Administration (MBA), New Venture Management
University of North Alabama
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Suzanne Robertson Suzanne Robertson's Merrill Lynch Experience June 1996 - November 1996
Job Gaming Development Manager at ScentAir
Industry Marketing and Advertising
Experience
ScentAir July 2006 - Present
AromaSystems Inc. February 1997 - July 2006
Aye & Co. Advertising & Public Relations November 1996 - January 1997
Merrill Lynch June 1996 - November 1996
Art Encounter December 1995 - April 1996
Executive Management Resources February 1995 - June 1995
Casino Journal Publishing Group January 1989 - January 1995
Marshall Retail Group September 1987 - April 1988
Circle Gallery of Fine Art June 1987 - October 1987
Skills
Marketing Strategy, Account Management, B2B, Marketing Communications, New Business Development, Scent Marketing, Team Leadership, Trade Shows, Public Relations, Marketing Management, Customer Retention, Leadership, Sales Management, Budgets, Sales Presentations, Selling, Direct Sales, Team Building, Negotiation, Marketing, Brand Development, Sales, Hospitality, Strategic Planning, Brand Management
Education
University of Nevada-Las Vegas
Business/Corporate Communications
ScentAir July 2006 - Present
AromaSystems Inc. February 1997 - July 2006
Aye & Co. Advertising & Public Relations November 1996 - January 1997
Merrill Lynch June 1996 - November 1996
Art Encounter December 1995 - April 1996
Executive Management Resources February 1995 - June 1995
Casino Journal Publishing Group January 1989 - January 1995
Marshall Retail Group September 1987 - April 1988
Circle Gallery of Fine Art June 1987 - October 1987
Skills
Marketing Strategy, Account Management, B2B, Marketing Communications, New Business Development, Scent Marketing, Team Leadership, Trade Shows, Public Relations, Marketing Management, Customer Retention, Leadership, Sales Management, Budgets, Sales Presentations, Selling, Direct Sales, Team Building, Negotiation, Marketing, Brand Development, Sales, Hospitality, Strategic Planning, Brand Management
Education
University of Nevada-Las Vegas
Business/Corporate Communications
Kristen McQuaide (Fitzpatrick) Kristen McQuaide (Fitzpatrick)'s Merrill Lynch Experience May 2003 - September 2003
Job Environmental Analyst
Industry Environmental Services
Experience
City of Nashua - Planning Board August 2014 - Present
New England Interstate Water Pollution Control Commission (NEIWPCC) February 2014 - Present
Reef Check August 2012 - August 2013
Portsmouth Gas Light Co. April 2005 - September 2012
Fight It Out, INC. October 2010 - June 2012
Left Bank Films, LLC September 2009 - June 2012
Portsmouth Unwrapped August 2011 - December 2011
Habitat for Humanity International March 2004 - March 2004
Merrill Lynch May 2003 - September 2003
Office of Senator Ted Kennedy May 2002 - August 2002
Skills
Spanish-speaking, Community Outreach, International Relations, Spanish, Community Organizing, Intercultural..., Leadership, Communication Skills, Team Building, Team Management, Creativity, Capacity Building, Program Evaluation, International..., Policy Analysis, NGOs, Community Development, Foreign Languages, Nonprofits, Spanish-English, Latin America, Program Development, Business Development, Scuba Diving, Event Management, Events Coordination
Education
University of New Hampshire 2012 — 2013
Master of Arts (M.A.), Community Development Policy and Practice, GPA 3.89 - Summa Cum Laude
University of New Hampshire 2002 — 2006
Dual BA, Spanish & International Affairs
City of Nashua - Planning Board August 2014 - Present
New England Interstate Water Pollution Control Commission (NEIWPCC) February 2014 - Present
Reef Check August 2012 - August 2013
Portsmouth Gas Light Co. April 2005 - September 2012
Fight It Out, INC. October 2010 - June 2012
Left Bank Films, LLC September 2009 - June 2012
Portsmouth Unwrapped August 2011 - December 2011
Habitat for Humanity International March 2004 - March 2004
Merrill Lynch May 2003 - September 2003
Office of Senator Ted Kennedy May 2002 - August 2002
Skills
Spanish-speaking, Community Outreach, International Relations, Spanish, Community Organizing, Intercultural..., Leadership, Communication Skills, Team Building, Team Management, Creativity, Capacity Building, Program Evaluation, International..., Policy Analysis, NGOs, Community Development, Foreign Languages, Nonprofits, Spanish-English, Latin America, Program Development, Business Development, Scuba Diving, Event Management, Events Coordination
Education
University of New Hampshire 2012 — 2013
Master of Arts (M.A.), Community Development Policy and Practice, GPA 3.89 - Summa Cum Laude
University of New Hampshire 2002 — 2006
Dual BA, Spanish & International Affairs
Gordon Semeniuk's Merrill Lynch Experience June 1989 - October 1999
Job First Vice President Wealth Management at UBS
Industry Investment Management
Experience
UBS October 1999 - Present
Merrill Lynch June 1989 - October 1999
Merrill Lynch October 1983 - June 1989
Education
University of North Carolina at Chapel Hill 1977 — 1981
BA, Economics, Political Science
UBS October 1999 - Present
Merrill Lynch June 1989 - October 1999
Merrill Lynch October 1983 - June 1989
Education
University of North Carolina at Chapel Hill 1977 — 1981
BA, Economics, Political Science
Nicholas Durso Nicholas Durso's Merrill Lynch Experience January 2011 - December 2012
Job PNC Wealth Management Relationship Manager
Industry Financial Services
Experience
PNC Wealth Management June 2014 - Present
PNC December 2012 - June 2014
Merrill Lynch January 2011 - December 2012
SunTrust Investment Services July 2010 - December 2010
BB&T Investments Services January 2010 - June 2010
Sovereign Bank August 2005 - December 2009
Education
Georgetown University
Executive Certificate, Financial Planning and Services
University of New Hampshire
Bachelor's degree, Business Administration and Management, General
PNC Wealth Management June 2014 - Present
PNC December 2012 - June 2014
Merrill Lynch January 2011 - December 2012
SunTrust Investment Services July 2010 - December 2010
BB&T Investments Services January 2010 - June 2010
Sovereign Bank August 2005 - December 2009
Education
Georgetown University
Executive Certificate, Financial Planning and Services
University of New Hampshire
Bachelor's degree, Business Administration and Management, General
Jennifer Gately's Merrill Lynch Experience August 1997 - October 2006
Job Vice PresidentBlackRock Cash Management
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock October 2006 - December 2013
Merrill Lynch August 1997 - October 2006
Skills
Series 7, Cash Management, Marketing Communications, Event Planning, Marketing, Mutual Funds, Series 63, Investments
Education
University of New Hampshire 1992 — 1996
BA, Communication
BlackRock January 2014 - Present
BlackRock October 2006 - December 2013
Merrill Lynch August 1997 - October 2006
Skills
Series 7, Cash Management, Marketing Communications, Event Planning, Marketing, Mutual Funds, Series 63, Investments
Education
University of New Hampshire 1992 — 1996
BA, Communication
Carroll Baker Carroll Baker's Merrill Lynch Experience December 2012 - Present
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
UBS Wealth Management September 2010 - January 2011
Bank of America December 2007 - May 2009
U.S. Trust September 2004 - December 2007
Skills
Series 7, Wealth Management, Series 63, Mortgage Lending, Loans, Investment Advisory, Financial Advisory, Alternative Investments, Retirement, Bloomberg, Private Banking, Relationship Management, Wealth Management..., Estate Planning, Series 65, Insurance, Life Insurance, High Net Worth...
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor's degree
Merrill Lynch December 2012 - Present
UBS Wealth Management September 2010 - January 2011
Bank of America December 2007 - May 2009
U.S. Trust September 2004 - December 2007
Skills
Series 7, Wealth Management, Series 63, Mortgage Lending, Loans, Investment Advisory, Financial Advisory, Alternative Investments, Retirement, Bloomberg, Private Banking, Relationship Management, Wealth Management..., Estate Planning, Series 65, Insurance, Life Insurance, High Net Worth...
Education
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor's degree
Katherine Bernstein's Merrill Lynch Experience June 2013 - August 2013
Job Intern at Morgan Creek Capital Management
Industry Financial Services
Experience
Morgan Creek Capital Management September 2012 - Present
Merrill Lynch June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Cunningham & Company May 2011 - August 2011
Greensboro Radiology June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Morgan Creek Capital Management September 2012 - Present
Merrill Lynch June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Cunningham & Company May 2011 - August 2011
Greensboro Radiology June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Graham Carroll Graham Carroll's Merrill Lynch Experience May 2007 - August 2007
Job VP of Operations at Tutum, Inc.
Industry Information Technology and Services
Experience
Tutum, Inc. May 2014 - Present
Bank of America Merrill Lynch June 2009 - June 2012
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Due Diligence, Valuation, Investment Banking, Financial Modeling, Bloomberg, Financial Analysis, Series 63, Series 79, FINRA, Finance, Microsoft Excel, Spanish, Corporate Finance
Education
University of North Carolina at Chapel Hill 2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurship
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Master of Accounting, Tax
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science, Business Administration
Tutum, Inc. May 2014 - Present
Bank of America Merrill Lynch June 2009 - June 2012
Merrill Lynch May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Due Diligence, Valuation, Investment Banking, Financial Modeling, Bloomberg, Financial Analysis, Series 63, Series 79, FINRA, Finance, Microsoft Excel, Spanish, Corporate Finance
Education
University of North Carolina at Chapel Hill 2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurship
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
Master of Accounting, Tax
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science, Business Administration
Erin Osborne's Merrill Lynch Experience July 2013 - Present
Job AVP Structured Products Origination at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch July 2012 - Present
Bank of America June 2010 - September 2012
Morgan Stanley Private Wealth Management October 2008 - May 2010
Skills
Financial Modeling, Financial Analysis, Equity Derivatives, Derivatives, Structured Products, Structured Finance, Capital Markets, Credit Derivatives, Structured Commodity..., Business Analysis, Series 7, Series 66, Series 79, Presentation Design, Written & Oral..., Data Analysis, Microsoft Excel, Strategic Planning, Banking, Credit Analysis, PowerPoint, Business Writing, Finance
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Business Administration
Merrill Lynch July 2013 - Present
Merrill Lynch July 2012 - Present
Bank of America June 2010 - September 2012
Morgan Stanley Private Wealth Management October 2008 - May 2010
Skills
Financial Modeling, Financial Analysis, Equity Derivatives, Derivatives, Structured Products, Structured Finance, Capital Markets, Credit Derivatives, Structured Commodity..., Business Analysis, Series 7, Series 66, Series 79, Presentation Design, Written & Oral..., Data Analysis, Microsoft Excel, Strategic Planning, Banking, Credit Analysis, PowerPoint, Business Writing, Finance
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Business Administration
Frank Pettineo Jr. Frank Pettineo Jr.'s Merrill Lynch Experience May 2011 - August 2011
Job Agent & Head of Marketing, Pettineo Insurance Agency, Inc.
Industry Insurance
Experience
Pettineo Insurance Agency Inc. July 2011 - Present
The K Co. of Realtors, LLC July 2012 - Present
Student Stores at The University of North Carolina at Chapel Hill August 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Commercial Insurance, Commercial Real Estate..., Small Business Insurance, Worker's Compensation..., Home Insurance, Auto Insurance, Health Insurance, Life Insurance, SEO, Financial Analysis, Underwriting, Insurance, Real Estate Economics, Marketing, Investments, Employee Benefits, Real Estate, Sales, Workers' Compensation..., Homeowners
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor of Arts (BA), Economics
Pettineo Insurance Agency Inc. July 2011 - Present
The K Co. of Realtors, LLC July 2012 - Present
Student Stores at The University of North Carolina at Chapel Hill August 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Commercial Insurance, Commercial Real Estate..., Small Business Insurance, Worker's Compensation..., Home Insurance, Auto Insurance, Health Insurance, Life Insurance, SEO, Financial Analysis, Underwriting, Insurance, Real Estate Economics, Marketing, Investments, Employee Benefits, Real Estate, Sales, Workers' Compensation..., Homeowners
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor of Arts (BA), Economics
Daniel Thornton Daniel Thornton's Merrill Lynch Experience January 2012 - Present
Job Vice President/Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Merrill Lynch July 2000 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Series 7, Estate Planning, Private Equity, Financial Planning, Financial Analysis
Education
University of North Carolina at Chapel Hill 1990 — 1996
Bachelof or Arts, Economics
Merrill Lynch January 2012 - Present
Merrill Lynch July 2000 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Series 7, Estate Planning, Private Equity, Financial Planning, Financial Analysis
Education
University of North Carolina at Chapel Hill 1990 — 1996
Bachelof or Arts, Economics
Alex Blair Alex Blair's Merrill Lynch Experience May 2011 - August 2011
Job Associate at Wafra Partners LLC
Industry Venture Capital & Private Equity
Experience
Wafra Partners LLC August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
Harris Williams & Co. May 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, M&A experience, DCF, Mergers & Acquisitions, Due Diligence
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's Degree, Business Administration with a Concentration in Finance
Hilton Head Preparatory School 1996 — 2009
Wafra Partners LLC August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
Harris Williams & Co. May 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, M&A experience, DCF, Mergers & Acquisitions, Due Diligence
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's Degree, Business Administration with a Concentration in Finance
Hilton Head Preparatory School 1996 — 2009
Scott Stubbs Scott Stubbs's Merrill Lynch Experience June 2006 - August 2006
Job Knowledge & Analytics Practice, Senior Decision Support Analyst
Industry Management Consulting
Experience
The Boston Consulting Group December 2012 - Present
The Boston Consulting Group April 2011 - December 2012
The Princeton Review February 2011 - April 2011
UBS February 2011 - April 2011
Sustainable Building Solutions July 2009 - September 2010
Lincoln Financial Group April 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, VBA, Microsoft Excel, Financial Analysis, Business Analysis, Data Analysis, Management Consulting, Business Intelligence, Business Process..., Business Strategy, Strategic Planning, Access, Strategy, Investments, Analytics
Education
University of North Carolina at Chapel Hill 2004 — 2008
BSBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
Fairfield High School 2000 — 2004
The Boston Consulting Group December 2012 - Present
The Boston Consulting Group April 2011 - December 2012
The Princeton Review February 2011 - April 2011
UBS February 2011 - April 2011
Sustainable Building Solutions July 2009 - September 2010
Lincoln Financial Group April 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, VBA, Microsoft Excel, Financial Analysis, Business Analysis, Data Analysis, Management Consulting, Business Intelligence, Business Process..., Business Strategy, Strategic Planning, Access, Strategy, Investments, Analytics
Education
University of North Carolina at Chapel Hill 2004 — 2008
BSBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
Fairfield High School 2000 — 2004
J. Brendan Kelleher, CFP® J. Brendan Kelleher, CFP®'s Merrill Lynch Experience July 1990 - Present
Job Portfolio Manager | Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch July 1990 - Present
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Estate Planning, 401k Rollovers, Certified Financial..., Trust Services, Investment Strategies, Investment Advisory, Customer Service, Management, Bonds, Marketing, Leadership, Finance, Strategic Planning
Education
University of North Carolina at Chapel Hill
Bachelor’s Degree, Economics
Merrill Lynch July 1990 - Present
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Estate Planning, 401k Rollovers, Certified Financial..., Trust Services, Investment Strategies, Investment Advisory, Customer Service, Management, Bonds, Marketing, Leadership, Finance, Strategic Planning
Education
University of North Carolina at Chapel Hill
Bachelor’s Degree, Economics
Julie Rodgers Vargas Julie Rodgers Vargas's Merrill Lynch Experience 2003 - 2006
Job Director, Global Market Development at Avery Dennison
Industry Apparel & Fashion
Experience
Avery Dennison April 2015 - Present
Avery Dennison March 2014 - April 2015
Avery Dennison November 2011 - March 2014
5 Stat June 2009 - November 2011
Coach July 2006 - June 2009
Merrill Lynch 2003 - 2006
Wall Street Institute September 2001 - January 2003
Skills
Sales, CRM, Strategic Thinking, Management, Product Development, Business Analysis, New Business Development, Forecasting, Account Management, Retail, Business Strategy, Cross-functional Team..., Product Management, Supply Chain Management, Project Planning, Sales Process, Product Marketing, Analysis, Competitive Analysis, Training, Project Management, International Sales, Strategy, Process Improvement, Start-ups, Key Account Management, Business Development, RFID+
Education
University of North Carolina at Chapel Hill 1998 — 2001
Languages
Avery Dennison April 2015 - Present
Avery Dennison March 2014 - April 2015
Avery Dennison November 2011 - March 2014
5 Stat June 2009 - November 2011
Coach July 2006 - June 2009
Merrill Lynch 2003 - 2006
Wall Street Institute September 2001 - January 2003
Skills
Sales, CRM, Strategic Thinking, Management, Product Development, Business Analysis, New Business Development, Forecasting, Account Management, Retail, Business Strategy, Cross-functional Team..., Product Management, Supply Chain Management, Project Planning, Sales Process, Product Marketing, Analysis, Competitive Analysis, Training, Project Management, International Sales, Strategy, Process Improvement, Start-ups, Key Account Management, Business Development, RFID+
Education
University of North Carolina at Chapel Hill 1998 — 2001
Languages
Vanessa Saputo Vanessa Saputo's Merrill Lynch Experience July 2015 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
US Boston Capital September 2013 - Present
Rockport Mortgage Corporation May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Teamwork, Social Media, PowerPoint, Microsoft Access, Microsoft Powerpoint, Series 6, Loans, Access, Outlook, Time Management, Facebook, Leadership, Finance
Education
University of New Hampshire 2009 — 2013
Bachelor of Science, Business Administration; Finance and Management
Merrill Lynch July 2015 - Present
US Boston Capital September 2013 - Present
Rockport Mortgage Corporation May 2011 - August 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Teamwork, Social Media, PowerPoint, Microsoft Access, Microsoft Powerpoint, Series 6, Loans, Access, Outlook, Time Management, Facebook, Leadership, Finance
Education
University of New Hampshire 2009 — 2013
Bachelor of Science, Business Administration; Finance and Management
Ryan Driscoll Ryan Driscoll's Merrill Lynch Experience April 2012 - November 2012
Job Business Development Manager at Beacon Funding Corporation
Industry Investment Management
Experience
Beacon Funding Corporation June 2015 - Present
People's United Bank November 2012 - June 2015
Merrill Lynch April 2012 - November 2012
Direct Capital Corporation June 2000 - May 2011
Brown & Williamson Tobacco June 1998 - June 2000
Skills
Finance, Leadership, CRM, Financial Services, Portfolio Management, Business Development, Management, New Business Development, Sales, Sales Management, Investments, Wealth Management, Financial Analysis, Risk Management, Credit, Sales Operations, Series 7, Program Management, Process Improvement, Forecasting, Investment Management, 401k, Strategic Financial..., Financial Planning, ERISA, 403B, Series 66, Banking, CRPS, Chartered Retirement...
Education
University of Southern Maine 1998 — 2000
Economics
University of New Hampshire 1994 — 1998
Business Management
Beacon Funding Corporation June 2015 - Present
People's United Bank November 2012 - June 2015
Merrill Lynch April 2012 - November 2012
Direct Capital Corporation June 2000 - May 2011
Brown & Williamson Tobacco June 1998 - June 2000
Skills
Finance, Leadership, CRM, Financial Services, Portfolio Management, Business Development, Management, New Business Development, Sales, Sales Management, Investments, Wealth Management, Financial Analysis, Risk Management, Credit, Sales Operations, Series 7, Program Management, Process Improvement, Forecasting, Investment Management, 401k, Strategic Financial..., Financial Planning, ERISA, 403B, Series 66, Banking, CRPS, Chartered Retirement...
Education
University of Southern Maine 1998 — 2000
Economics
University of New Hampshire 1994 — 1998
Business Management
Geoffrey Boulter Geoffrey Boulter's Merrill Lynch Experience 2005 - 2008
Job Executive Director Corporate M&A and Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2008 - Present
Merrill Lynch 2005 - 2008
Banc of America Securities 2003 - 2005
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, M&A experience
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Science in Business Administration, Finance
Morgan Stanley February 2008 - Present
Merrill Lynch 2005 - 2008
Banc of America Securities 2003 - 2005
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Development, M&A experience
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Science in Business Administration, Finance
Nikolaos Rantzos Nikolaos Rantzos's Merrill Lynch Experience April 2004 - September 2008
Job Agency Owner at Allstate
Industry Insurance
Experience
Allstate September 2012 - Present
NKR Capital, LLC. - Asheville January 2006 - Present
Wells Fargo December 2007 - May 2012
Wachovia/Wells Fargo October 2008 - March 2012
Merrill Lynch April 2004 - September 2008
Merrill Lynch April 2004 - September 2007
P Associates January 2001 - January 2004
Kostas Men's Wear - Asheville January 1997 - January 2001
Skills
Banking, Mortgage Lending, Financial Advisory, Managerial Finance, Cash Flow, Asset Managment, Asset Management, Credit, Estate Planning, Finance, Financial Services, Investment Banking, Management, Portfolio Management, Risk Management
Education
University of North Carolina at Asheville 2003 — 2005
Finance and Financial Management Services
UNC Asheville 1999 — 2001
BA, Economics
Economics 1998 — 2001
Bachelor's degree, Finance
University of North Carolina
Bachelor of Arts, Economics
Allstate September 2012 - Present
NKR Capital, LLC. - Asheville January 2006 - Present
Wells Fargo December 2007 - May 2012
Wachovia/Wells Fargo October 2008 - March 2012
Merrill Lynch April 2004 - September 2008
Merrill Lynch April 2004 - September 2007
P Associates January 2001 - January 2004
Kostas Men's Wear - Asheville January 1997 - January 2001
Skills
Banking, Mortgage Lending, Financial Advisory, Managerial Finance, Cash Flow, Asset Managment, Asset Management, Credit, Estate Planning, Finance, Financial Services, Investment Banking, Management, Portfolio Management, Risk Management
Education
University of North Carolina at Asheville 2003 — 2005
Finance and Financial Management Services
UNC Asheville 1999 — 2001
BA, Economics
Economics 1998 — 2001
Bachelor's degree, Finance
University of North Carolina
Bachelor of Arts, Economics
Blake Walter Blake Walter's Merrill Lynch Experience September 2009 - December 2009
Job Associate Director at Conisus LLC
Industry Investment Banking
Experience
Conisus LLC July 2014 - Present
Conisus LLC July 2013 - July 2014
Raymond James Financial Inc. April 2012 - July 2013
Morgan Keegan March 2011 - March 2012
Burke Capital Group, a division of Morgan Keegan & Co. November 2010 - February 2011
Dragonfly Capital May 2010 - November 2010
Merrill Lynch September 2009 - December 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Series 79, Series 63, SNL, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
BSBA, Finance
University of North Carolina at Chapel Hill 2006 — 2010
BSBA, Finance
Conisus LLC July 2014 - Present
Conisus LLC July 2013 - July 2014
Raymond James Financial Inc. April 2012 - July 2013
Morgan Keegan March 2011 - March 2012
Burke Capital Group, a division of Morgan Keegan & Co. November 2010 - February 2011
Dragonfly Capital May 2010 - November 2010
Merrill Lynch September 2009 - December 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Series 79, Series 63, SNL, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
BSBA, Finance
University of North Carolina at Chapel Hill 2006 — 2010
BSBA, Finance
Michael J. Fischer, CRPC® Michael J. Fischer, CRPC®'s Merrill Lynch Experience January 1987 - November 2002
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial August 2004 - Present
American Express Financial Advisors 2004 - 2005
Merrill Lynch January 1987 - November 2002
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, Economics and Biology
Ameriprise Financial August 2004 - Present
American Express Financial Advisors 2004 - 2005
Merrill Lynch January 1987 - November 2002
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Arts, Economics and Biology
R. Andrew Ketner R. Andrew Ketner's Merrill Lynch Experience June 2010 - August 2010
Job Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management March 2015 - Present
UBS Wealth Management August 2013 - March 2015
BB&T November 2012 - August 2013
BB&T Leadership Develpment Program July 2012 - March 2013
National Outdoor Leadership School June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Creekside Yacht Club May 2009 - August 2009
Woodberry Forest School June 2008 - July 2008
Skills
Financial Analysis, Microsoft Excel, OMEGA Financial..., CAMELS Financial..., STATA: Data Analysis..., Hiperos 3rd Party..., Financial Modeling, Financial Accounting, SAP, Hiperion, PowerPoint, Data Analysis, SharePoint, WebEx, Microsoft Office, Microsoft Word, Customer Service, Social Media, Event Planning, Research, Public Speaking
Education
University of North Carolina at Chapel Hill 2008 — 2012
BA, Economics
Woodberry Forest School 2004 — 2008
Magna Cum Laude
Bernstein Private Wealth Management March 2015 - Present
UBS Wealth Management August 2013 - March 2015
BB&T November 2012 - August 2013
BB&T Leadership Develpment Program July 2012 - March 2013
National Outdoor Leadership School June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
Creekside Yacht Club May 2009 - August 2009
Woodberry Forest School June 2008 - July 2008
Skills
Financial Analysis, Microsoft Excel, OMEGA Financial..., CAMELS Financial..., STATA: Data Analysis..., Hiperos 3rd Party..., Financial Modeling, Financial Accounting, SAP, Hiperion, PowerPoint, Data Analysis, SharePoint, WebEx, Microsoft Office, Microsoft Word, Customer Service, Social Media, Event Planning, Research, Public Speaking
Education
University of North Carolina at Chapel Hill 2008 — 2012
BA, Economics
Woodberry Forest School 2004 — 2008
Magna Cum Laude
Rudy Johnson's Merrill Lynch Experience July 2011 - Present
Job Wealth Management Banker
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Whitney National Bank March 2010 - July 2011
Fidelity Homestead Savings Bank February 2008 - February 2010
Countrywide 1997 - 2008
Skills
Series 7, Series 63, Credit, Loans, Mortgage Lending, Portfolio Management, Wealth Management, Loan Origination, Commercial Lending, Banking, Commercial Banking, Refinance, Consumer Lending, Mortgage Banking, Credit Analysis, Residential Mortgages, Finance
Education
University of New Orleans 1985 — 1991
Bachelor of Science, Finance
Merrill Lynch July 2011 - Present
Whitney National Bank March 2010 - July 2011
Fidelity Homestead Savings Bank February 2008 - February 2010
Countrywide 1997 - 2008
Skills
Series 7, Series 63, Credit, Loans, Mortgage Lending, Portfolio Management, Wealth Management, Loan Origination, Commercial Lending, Banking, Commercial Banking, Refinance, Consumer Lending, Mortgage Banking, Credit Analysis, Residential Mortgages, Finance
Education
University of New Orleans 1985 — 1991
Bachelor of Science, Finance
Allen Villarrubia's Merrill Lynch Experience May 2006 - August 2006
Job
Industry Banking
Experience
Gulf Coast Bank and Trust August 2012 - Present
Louisiana Small Business Development Center May 2007 - August 2012
Louisiana Small Business Development Center January 2007 - May 2007
Merrill Lynch May 2006 - August 2006
At Home Advertising July 2004 - February 2005
Al's Lawn Care June 2000 - June 2004
Rubi Accessories June 1998 - July 2000
Skills
Business Planning, Financial Structuring, Strategic Planning, Business Development, Small Business, Entrepreneurship, Financial Analysis, Management Consulting, Budgets, Finance, Microsoft Office
Education
University of New Orleans 2009 — 2011
MBA, Finance
University of New Orleans 2003 — 2008
Finance, Economics, and Business Administration
Gulf Coast Bank and Trust August 2012 - Present
Louisiana Small Business Development Center May 2007 - August 2012
Louisiana Small Business Development Center January 2007 - May 2007
Merrill Lynch May 2006 - August 2006
At Home Advertising July 2004 - February 2005
Al's Lawn Care June 2000 - June 2004
Rubi Accessories June 1998 - July 2000
Skills
Business Planning, Financial Structuring, Strategic Planning, Business Development, Small Business, Entrepreneurship, Financial Analysis, Management Consulting, Budgets, Finance, Microsoft Office
Education
University of New Orleans 2009 — 2011
MBA, Finance
University of New Orleans 2003 — 2008
Finance, Economics, and Business Administration
David Spindle David Spindle's Merrill Lynch Experience May 1994 - January 1996
Job Chief Recruitment Officer at MD2U
Industry Medical Practice
Experience
MD2U February 2014 - Present
MD2U May 2009 - May 2014
Self Employed - Trader April 2008 - March 2009
JPMorgan Chase/R and M Management, LLC September 1996 - April 2008
Chase Futures & Options March 1996 - September 1996
Merrill Lynch May 1994 - January 1996
Bear Stearns March 1993 - April 1994
Geldermann, Inc. November 1992 - March 1993
Refco January 1990 - October 1992
Skills
Options, Research, Marketing, New Business Development, Strategic Planning, Commodity, Trading, Sales Management, Microsoft Excel, Customer Service, Equities, Microsoft Office
Education
University of North Carolina at Chapel Hill 1985 — 1989
B.A., Political Science
MD2U February 2014 - Present
MD2U May 2009 - May 2014
Self Employed - Trader April 2008 - March 2009
JPMorgan Chase/R and M Management, LLC September 1996 - April 2008
Chase Futures & Options March 1996 - September 1996
Merrill Lynch May 1994 - January 1996
Bear Stearns March 1993 - April 1994
Geldermann, Inc. November 1992 - March 1993
Refco January 1990 - October 1992
Skills
Options, Research, Marketing, New Business Development, Strategic Planning, Commodity, Trading, Sales Management, Microsoft Excel, Customer Service, Equities, Microsoft Office
Education
University of North Carolina at Chapel Hill 1985 — 1989
B.A., Political Science
Craven Lowe Craven Lowe's Merrill Lynch Experience March 2008 - June 2010
Job Vice President at Stanley Benefit Services
Industry Financial Services
Experience
Stanley Benefit Services October 2013 - Present
Verity Asset Management June 2010 - October 2013
Merrill Lynch March 2008 - June 2010
Skills
Retirement Planning, Retirement, Asset Allocation, 401k, Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Mutual Funds, Financial Services
Education
University of North Carolina at Chapel Hill 1996 — 2000
Political Science/ Communications
Stanley Benefit Services October 2013 - Present
Verity Asset Management June 2010 - October 2013
Merrill Lynch March 2008 - June 2010
Skills
Retirement Planning, Retirement, Asset Allocation, 401k, Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Mutual Funds, Financial Services
Education
University of North Carolina at Chapel Hill 1996 — 2000
Political Science/ Communications
Conor O'Keefe Conor O'Keefe's Merrill Lynch Experience April 2011 - Present
Job Alternative Investments Sales at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch April 2011 - Present
Skills
Alternative Investments, Investments, Equities, Wealth Management..., Bloomberg, Capital Markets, Derivatives, Wealth Management, Fixed Income, Hedge Funds, Series 7, Mutual Funds, Capital Raising, Portfolio Management
Education
University of New Hampshire 2006 — 2010
Bachelor of Science (BS), Economics
Merrill Lynch April 2011 - Present
Skills
Alternative Investments, Investments, Equities, Wealth Management..., Bloomberg, Capital Markets, Derivatives, Wealth Management, Fixed Income, Hedge Funds, Series 7, Mutual Funds, Capital Raising, Portfolio Management
Education
University of New Hampshire 2006 — 2010
Bachelor of Science (BS), Economics
Andrew Vanore's Merrill Lynch Experience August 2011 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
KOURY CO June 2001 - August 2011
Skills
Retirement Planning, Wealth Management, Asset Allocation, 401k Rollovers, Investments, Finance, Strategic Financial..., Mutual Funds, Marketing Strategy, Financial Planning, Financial Analysis
Education
UNC Chapel Hill 1995 — 1999
Bachelor's Degree
Merrill Lynch August 2011 - Present
KOURY CO June 2001 - August 2011
Skills
Retirement Planning, Wealth Management, Asset Allocation, 401k Rollovers, Investments, Finance, Strategic Financial..., Mutual Funds, Marketing Strategy, Financial Planning, Financial Analysis
Education
UNC Chapel Hill 1995 — 1999
Bachelor's Degree
Sean McFadden Sean McFadden's Merrill Lynch Experience June 2014 - August 2014
Job Cruise Line Operations Assistant at American Cruise Lines
Industry Hospitality
Experience
American Cruise Lines May 2015 - Present
Merrill Lynch June 2014 - August 2014
Subway May 2012 - May 2014
Skills
Management, French, Microsoft Office, Critical Thinking, Leadership, Organization, People Skills, Robert's Rules of Order, Time Management, Learning Quickly, PowerPoint, Social Networking, Facebook
Education
University of New Haven 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General, Junior
American Cruise Lines May 2015 - Present
Merrill Lynch June 2014 - August 2014
Subway May 2012 - May 2014
Skills
Management, French, Microsoft Office, Critical Thinking, Leadership, Organization, People Skills, Robert's Rules of Order, Time Management, Learning Quickly, PowerPoint, Social Networking, Facebook
Education
University of New Haven 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General, Junior
Chris Chandler's Merrill Lynch Experience November 2011 - January 2012
Job Sr. Director of Enterprise Sales (West)
Industry Computer Software
Experience
Seismic Software January 2015 - Present
harmon.ie December 2013 - December 2014
HubSpot November 2012 - December 2013
Learfield Sports September 2012 - August 2013
The Meat House May 2012 - July 2012
Merrill Lynch November 2011 - January 2012
Skills
Sales Enablement, Sales Effectiveness, Sales Enablement Tools, Marketing, Social Media Marketing, Salesforce.com, Social Media, Public Speaking, Inbound Marketing, Start-ups, Texting, SaaS, Data Analysis, Business Development
Education
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2012
MBA
University of New Hampshire 2006 — 2011
BA, Economics & Earth Science
Bridgton Academy 2005 — 2006
Post Graduate, General Studies
Seismic Software January 2015 - Present
harmon.ie December 2013 - December 2014
HubSpot November 2012 - December 2013
Learfield Sports September 2012 - August 2013
The Meat House May 2012 - July 2012
Merrill Lynch November 2011 - January 2012
Skills
Sales Enablement, Sales Effectiveness, Sales Enablement Tools, Marketing, Social Media Marketing, Salesforce.com, Social Media, Public Speaking, Inbound Marketing, Start-ups, Texting, SaaS, Data Analysis, Business Development
Education
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2012
MBA
University of New Hampshire 2006 — 2011
BA, Economics & Earth Science
Bridgton Academy 2005 — 2006
Post Graduate, General Studies
Andrea Richardson Andrea Richardson's Merrill Lynch Experience July 2006 - March 2007
Job Executive Administrator
Industry Hospital & Health Care
Experience
Western Health Advantage November 2012 - Present
e.Republic, Inc. November 2011 - November 2012
ShriKula Yoga December 2010 - December 2011
Rabobank, N.A. April 2008 - December 2009
Demmon Partners March 2007 - January 2008
Merrill Lynch July 2006 - March 2007
Pacific Growth Equities, LLC April 2004 - June 2006
New World Restaurant Group, Inc June 2003 - March 2004
Wollborg Michelson Personnel December 2002 - June 2003
Pleasanton Unified School District March 2001 - December 2002
Skills
Event Management, Customer Service, Talent Acquisition, Social Media, Recruiting, Event Planning
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English
Western Health Advantage November 2012 - Present
e.Republic, Inc. November 2011 - November 2012
ShriKula Yoga December 2010 - December 2011
Rabobank, N.A. April 2008 - December 2009
Demmon Partners March 2007 - January 2008
Merrill Lynch July 2006 - March 2007
Pacific Growth Equities, LLC April 2004 - June 2006
New World Restaurant Group, Inc June 2003 - March 2004
Wollborg Michelson Personnel December 2002 - June 2003
Pleasanton Unified School District March 2001 - December 2002
Skills
Event Management, Customer Service, Talent Acquisition, Social Media, Recruiting, Event Planning
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English
Kirk Materne Kirk Materne's Merrill Lynch Experience 1999 - 2002
Job Managing Director, Equity Research at Evercore Partners
Industry Research
Experience
Evercore Partners September 2010 - Present
Rafferty Capital Markets July 2009 - September 2010
Bank of America February 2002 - April 2009
Bank of America Securities 2002 - 2008
Banc of America Securities 2002 - 2008
Merrill Lynch 1999 - 2002
Skills
Equities, Equity Research, Financial Modeling, Strategic Planning, Valuation, Finance, Bloomberg, Capital Markets, Investment Banking, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
Hotchkiss 1989 — 1993
Peck School 1981 — 1989
Evercore Partners September 2010 - Present
Rafferty Capital Markets July 2009 - September 2010
Bank of America February 2002 - April 2009
Bank of America Securities 2002 - 2008
Banc of America Securities 2002 - 2008
Merrill Lynch 1999 - 2002
Skills
Equities, Equity Research, Financial Modeling, Strategic Planning, Valuation, Finance, Bloomberg, Capital Markets, Investment Banking, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
Hotchkiss 1989 — 1993
Peck School 1981 — 1989
James Holland James Holland's Merrill Lynch Experience May 1989 - December 1991
Job Senior Vice President Senior Commercial Banker at Southcoast Community Bank
Industry Banking
Experience
Southcoast Community Bank January 2014 - Present
Southcoast Community Bank May 2012 - December 2013
Park Sterling Bank April 2011 - April 2012
Southcoast Community Bank June 2010 - February 2011
Regions Financial Corporation August 1996 - December 2009
BB&T January 1992 - June 1996
Merrill Lynch May 1989 - December 1991
NCNB July 1983 - April 1989
Skills
Commercial Lending, Small Business Lending, Underwriting, Commercial Banking, Retail Banking, Credit, Loans, Credit Analysis, Banking, Mortgage Lending, Portfolio Management, Cash Management, Financial Analysis, Risk Management, Investments, Credit Risk, Real Estate, Loan Origination, Mortgage Banking, Financial Risk, Commercial Mortgages, Insurance, Real Estate Economics, FHA, Business Development, Lines Of Credit, Asset Based Lending, Consumer Lending, Construction Loans, Commercial Real Estate, Finance, Branch Banking, Refinance, Cross Selling, Real Estate Financing, Relationship Management, Residential Mortgages, Asset Management, Private Banking, Funding, Financial Services, Due Diligence, Wealth Management, Retirement Planning, Capital Markets, Mutual Funds, Strategic Financial..., Series 7, Series 63, Securities
Education
University of North Carolina at Greensboro 1981 — 1983
Masters of Business Administration, Finance
University of North Carolina at Chapel Hill 1975 — 1979
BA, History
Southcoast Community Bank January 2014 - Present
Southcoast Community Bank May 2012 - December 2013
Park Sterling Bank April 2011 - April 2012
Southcoast Community Bank June 2010 - February 2011
Regions Financial Corporation August 1996 - December 2009
BB&T January 1992 - June 1996
Merrill Lynch May 1989 - December 1991
NCNB July 1983 - April 1989
Skills
Commercial Lending, Small Business Lending, Underwriting, Commercial Banking, Retail Banking, Credit, Loans, Credit Analysis, Banking, Mortgage Lending, Portfolio Management, Cash Management, Financial Analysis, Risk Management, Investments, Credit Risk, Real Estate, Loan Origination, Mortgage Banking, Financial Risk, Commercial Mortgages, Insurance, Real Estate Economics, FHA, Business Development, Lines Of Credit, Asset Based Lending, Consumer Lending, Construction Loans, Commercial Real Estate, Finance, Branch Banking, Refinance, Cross Selling, Real Estate Financing, Relationship Management, Residential Mortgages, Asset Management, Private Banking, Funding, Financial Services, Due Diligence, Wealth Management, Retirement Planning, Capital Markets, Mutual Funds, Strategic Financial..., Series 7, Series 63, Securities
Education
University of North Carolina at Greensboro 1981 — 1983
Masters of Business Administration, Finance
University of North Carolina at Chapel Hill 1975 — 1979
BA, History
Katie Poe Katie Poe's Merrill Lynch Experience May 1984 - August 2001
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2011 - Present
AECOM March 2004 - March 2010
Merrill Lynch May 1984 - August 2001
Poe's Automotive & Equipment Service January 1994 - December 2000
SunTrust Bank formerly Central Carolina Bank June 1970 - May 1984
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Microsoft Outlook, Internet, Microsoft Power Point, Microsoft Access, Quickbooks, LinkedIn
Education
University of North Carolina at Chapel Hill
BSBA, Business Administration
Wake Technical Community College
Wingate University
AA, Business Administration
Edward Jones February 2011 - Present
AECOM March 2004 - March 2010
Merrill Lynch May 1984 - August 2001
Poe's Automotive & Equipment Service January 1994 - December 2000
SunTrust Bank formerly Central Carolina Bank June 1970 - May 1984
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Microsoft Outlook, Internet, Microsoft Power Point, Microsoft Access, Quickbooks, LinkedIn
Education
University of North Carolina at Chapel Hill
BSBA, Business Administration
Wake Technical Community College
Wingate University
AA, Business Administration
Andrew Fallo's Merrill Lynch Experience August 1999 - March 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch August 1999 - March 2009
Education
University of New Orleans 1993 — 1999
Bachelor of Science, Finance
Archbishop Rummel High School 1989 — 1993
Ameriprise Financial Services, Inc. March 2009 - Present
Merrill Lynch August 1999 - March 2009
Education
University of New Orleans 1993 — 1999
Bachelor of Science, Finance
Archbishop Rummel High School 1989 — 1993
Hargrove, Drew Hargrove, Drew's Merrill Lynch Experience 2005 - 2007
Job Summer Intern at Wake County District Attorney's Office
Industry Legal Services
Experience
Wake County District Attorney's Office June 2013 - Present
UNC School of Law 2011 - Present
Tharrington Smith July 2012 - August 2012
North Carolina Department of Environment and Natural Resources May 2012 - July 2012
Tharrington Smith October 2010 - September 2011
Lookout Capital February 2010 - September 2010
Morgan Keegan 2007 - 2009
Merrill Lynch 2005 - 2007
Education
University of North Carolina at Chapel Hill
Wake County District Attorney's Office June 2013 - Present
UNC School of Law 2011 - Present
Tharrington Smith July 2012 - August 2012
North Carolina Department of Environment and Natural Resources May 2012 - July 2012
Tharrington Smith October 2010 - September 2011
Lookout Capital February 2010 - September 2010
Morgan Keegan 2007 - 2009
Merrill Lynch 2005 - 2007
Education
University of North Carolina at Chapel Hill
James Breaux's Merrill Lynch Experience 1997 - 2001
Job Financing acquisitions, expansions, and refinancing in the funeral industry
Industry Financial Services
Experience
Live Oak Bank August 2015 - Present
Regions Bank April 2007 - August 2015
Smith Barney 2001 - 2004
Merrill Lynch 1997 - 2001
Skills
Wealth Management, Finance, Retirement Planning, Estate Planning, Asset Allocation, Mutual Funds, Portfolio Management, Trust Services, Investments, Commercial Lending, Wealth Management..., Securities, Small Business Lending, Investment Strategies, Investment Advisory, Relationship Management, Series 7, Investment Management, Financial Services, Charitable Trusts, Special Needs Planning, Estate Administration, High Net Worth..., 401k, Series 63, Alternative Investments, Sales Management, Administrative..., Risk Management, Credit, Banking, Customer Service
Education
University of New Orleans
B.S.
Live Oak Bank August 2015 - Present
Regions Bank April 2007 - August 2015
Smith Barney 2001 - 2004
Merrill Lynch 1997 - 2001
Skills
Wealth Management, Finance, Retirement Planning, Estate Planning, Asset Allocation, Mutual Funds, Portfolio Management, Trust Services, Investments, Commercial Lending, Wealth Management..., Securities, Small Business Lending, Investment Strategies, Investment Advisory, Relationship Management, Series 7, Investment Management, Financial Services, Charitable Trusts, Special Needs Planning, Estate Administration, High Net Worth..., 401k, Series 63, Alternative Investments, Sales Management, Administrative..., Risk Management, Credit, Banking, Customer Service
Education
University of New Orleans
B.S.
Dan Dotterweich Dan Dotterweich's Merrill Lynch Experience May 2013 - August 2013
Job Project Development Intern at LBI Entertainment, LLC
Industry Entertainment
Experience
Powerhouse Protein, LLC February 2011 - Present
LBI Entertainment, LLC June 2015 - August 2015
LBI Entertainment, LLC June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Customer Service, Research, Social Media, Event Planning, Marketing, Management, Talent Management, Sales Management, Marketing Management, Social Networking, Entrepreneurship, Talent Scouting, Personal Training, Social Media Marketing, Talent Developer
Education
University of North Carolina at Chapel Hill 2012 — 2016
Powerhouse Protein, LLC February 2011 - Present
LBI Entertainment, LLC June 2015 - August 2015
LBI Entertainment, LLC June 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Customer Service, Research, Social Media, Event Planning, Marketing, Management, Talent Management, Sales Management, Marketing Management, Social Networking, Entrepreneurship, Talent Scouting, Personal Training, Social Media Marketing, Talent Developer
Education
University of North Carolina at Chapel Hill 2012 — 2016
Nicholas Tovey's Merrill Lynch Experience June 2012 - August 2012
Job Financial Analyst, Marmaxx Business Analysis
Industry Retail
Experience
The TJX Companies, Inc. August 2014 - Present
Nightlife App August 2013 - May 2014
Lamprey Networks September 2013 - March 2014
Granite Investment Advisors June 2013 - September 2013
Merrill Lynch June 2012 - August 2012
JLT Capital Partners December 2011 - January 2012
Education
University of New Hampshire 2010 — 2014
B.S. in Business Administration Finance, Entrepreneurial Studies
The TJX Companies, Inc. August 2014 - Present
Nightlife App August 2013 - May 2014
Lamprey Networks September 2013 - March 2014
Granite Investment Advisors June 2013 - September 2013
Merrill Lynch June 2012 - August 2012
JLT Capital Partners December 2011 - January 2012
Education
University of New Hampshire 2010 — 2014
B.S. in Business Administration Finance, Entrepreneurial Studies
Brendan McHugh, CFA's Merrill Lynch Experience August 2009 - March 2013
Job Institutional Business Development at BlackRock
Industry Financial Services
Experience
BlackRock November 2013 - Present
Oakum Bay Capital March 2013 - October 2013
Merrill Lynch August 2009 - March 2013
Merrill Lynch June 2008 - August 2008
Deloitte Consulting August 2004 - July 2007
Skills
Investments, Asset Management, Insurance, Relationship Management, Alternative Investments, Hedge Funds, Finance, Financial Structuring, Valuation, Financial Analysis, Mutual Funds, Investor Relations, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
University of North Carolina at Chapel Hill 2000 — 2004
BS, Business Administration
BlackRock November 2013 - Present
Oakum Bay Capital March 2013 - October 2013
Merrill Lynch August 2009 - March 2013
Merrill Lynch June 2008 - August 2008
Deloitte Consulting August 2004 - July 2007
Skills
Investments, Asset Management, Insurance, Relationship Management, Alternative Investments, Hedge Funds, Finance, Financial Structuring, Valuation, Financial Analysis, Mutual Funds, Investor Relations, Business Development
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
University of North Carolina at Chapel Hill 2000 — 2004
BS, Business Administration
Deborah Fuhrman-Smith Deborah Fuhrman-Smith's Merrill Lynch Experience February 2010 - Present
Job Client Relationship Manager, VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Merrill Lynch July 2008 - May 2010
Merrill Lynch June 2007 - July 2008
Merrill Lynch February 1996 - June 2007
Private/Public school systems in Florence, AL area August 1990 - July 1995
Skills
Relationship Management, Mutual Funds, Series 7, Financial Services, Series 63, Manage Client..., Communication, Client Relations Skills, Risk Management, Investments, Equities, Fixed Income, Banking, Securities, Microsoft Office, Series 9, Series 10, Series 31
Education
University of North Alabama 1988 — 1990
Master of Education (MEd), Elementary Education and Teaching
University of Northern Iowa 1980 — 1983
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
University of Northern Iowa 1980 — 1983
Bachelor of Arts (BA), Spanish Language and Literature
Merrill Lynch February 2010 - Present
Merrill Lynch July 2008 - May 2010
Merrill Lynch June 2007 - July 2008
Merrill Lynch February 1996 - June 2007
Private/Public school systems in Florence, AL area August 1990 - July 1995
Skills
Relationship Management, Mutual Funds, Series 7, Financial Services, Series 63, Manage Client..., Communication, Client Relations Skills, Risk Management, Investments, Equities, Fixed Income, Banking, Securities, Microsoft Office, Series 9, Series 10, Series 31
Education
University of North Alabama 1988 — 1990
Master of Education (MEd), Elementary Education and Teaching
University of Northern Iowa 1980 — 1983
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
University of Northern Iowa 1980 — 1983
Bachelor of Arts (BA), Spanish Language and Literature
Amanda Deisenroth Amanda Deisenroth's Merrill Lynch Experience February 2013 - Present
Job Registered Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Navigant December 2012 - January 2013
Edward Jones July 2011 - November 2012
Skills
Strategic Financial..., Financial Analysis, Financial Audits, Portfolio Management, Sales, Sales Process, Wealth Management, Investments, Financial Modeling, Microsoft Excel, Customer Service, Finance, Microsoft Office, Accounting, PowerPoint, Insurance, Financial Advisory, Access, Risk Management, Public Speaking, Financial Reporting, Microsoft Word, Strategic Planning, Citrix, Product Marketing, Sales Presentations, Life Insurance, Series 7, Retirement Planning
Education
University of Nevada-Reno 2007 — 2011
Bachelors, International Business, Economics, Spanish
Merrill Lynch February 2013 - Present
Navigant December 2012 - January 2013
Edward Jones July 2011 - November 2012
Skills
Strategic Financial..., Financial Analysis, Financial Audits, Portfolio Management, Sales, Sales Process, Wealth Management, Investments, Financial Modeling, Microsoft Excel, Customer Service, Finance, Microsoft Office, Accounting, PowerPoint, Insurance, Financial Advisory, Access, Risk Management, Public Speaking, Financial Reporting, Microsoft Word, Strategic Planning, Citrix, Product Marketing, Sales Presentations, Life Insurance, Series 7, Retirement Planning
Education
University of Nevada-Reno 2007 — 2011
Bachelors, International Business, Economics, Spanish
Curtis Byrd Curtis Byrd's Merrill Lynch Experience November 2014 - Present
Job Financial Advisor at Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
McDonald's Corporation May 2010 - July 2010
Skills
Investment Advisory, Communication, Networking, Microsoft Office, Youth Development, Fitness Training, Strength Training, Customer Service, Customer Retention, College Football, Series 7, Series 66, Insurance, Long Term Care Insurance, Health Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Investment Portfolios, Wealth Management, ETFs, Mutual Funds, Closed-end Funds, Financial Analysis, Community Outreach, Community Service, Social Networking, Customer Acquisition, Public Speaking, Accounting, Retirement Planning, Mortgage Banking, NMLS Licensed, Golf, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
MAC, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business
Immaculata Catholic School
University of North Carolina at Chapel Hill
Merrill Lynch November 2014 - Present
McDonald's Corporation May 2010 - July 2010
Skills
Investment Advisory, Communication, Networking, Microsoft Office, Youth Development, Fitness Training, Strength Training, Customer Service, Customer Retention, College Football, Series 7, Series 66, Insurance, Long Term Care Insurance, Health Insurance, Life Insurance, Fixed Annuities, Variable Annuities, Investment Portfolios, Wealth Management, ETFs, Mutual Funds, Closed-end Funds, Financial Analysis, Community Outreach, Community Service, Social Networking, Customer Acquisition, Public Speaking, Accounting, Retirement Planning, Mortgage Banking, NMLS Licensed, Golf, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
MAC, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Business
Immaculata Catholic School
University of North Carolina at Chapel Hill
Matthew Crofton's Merrill Lynch Experience August 2000 - March 2006
Job Broker at LPS Partners
Industry Financial Services
Experience
LPS Partners June 2012 - Present
CapRok Capital August 2010 - August 2011
Satellite Asset Management May 2008 - January 2009
Pequot Capital March 2006 - April 2008
Merrill Lynch August 2000 - March 2006
Skills
Equities, Alternative Investments, Bloomberg, Hedge Funds, Investments, Fixed Income, Capital Markets, Derivatives, Series 7, Trading, Securities, Options, Equity Trading, Valuation, Series 63, Electronic Trading, ETFs, Series 24
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Political Science
Garden City High
LPS Partners June 2012 - Present
CapRok Capital August 2010 - August 2011
Satellite Asset Management May 2008 - January 2009
Pequot Capital March 2006 - April 2008
Merrill Lynch August 2000 - March 2006
Skills
Equities, Alternative Investments, Bloomberg, Hedge Funds, Investments, Fixed Income, Capital Markets, Derivatives, Series 7, Trading, Securities, Options, Equity Trading, Valuation, Series 63, Electronic Trading, ETFs, Series 24
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA, Political Science
Garden City High
Frederick J. Bailey's Merrill Lynch Experience January 1982 - April 1984
Job Managing Director at FTSE
Industry Capital Markets
Experience
FTSE January 2014 - July 2015
Citigroup January 2011 - July 2013
BNY ConvergEx February 2004 - December 2010
Ambac April 2001 - February 2004
BNY Mellon January 2000 - April 2001
Investment Performance Services, LLC February 1999 - December 1999
UBS Investment Bank April 1984 - April 1995
City of Burlington March 1982 - March 1986
Merrill Lynch January 1982 - April 1984
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Series 63, Securities, Asset Managment, Investments, Capital Markets, Portfolio Management, Derivatives, Trading, Private Equity, Financial Markets, Municipal Bonds, Public Sector, Cash Management, Public Sector Financial..., Fixed Income Portfolio..., Interest Rate..., Equity Derivatives, Index Options, Options Strategies, Interest Rate Swaps, Municipal Politics, Municipal Management, Local Government, State Government, Political Campaigns, Mutual Funds, Asset Allocation, Electronic Trading, Investment Strategies, Bloomberg, Asset Management, Investment Management, Trading Systems, Investment Banking, Structured Products, Options, Financial Services, Bonds, Equity Trading, FX Options, Wealth Management, Consultants, ETFs, Emerging Markets, Finance
Education
University of New Hampshire 1975 — 1978
BA, Political Science/Economics
FTSE January 2014 - July 2015
Citigroup January 2011 - July 2013
BNY ConvergEx February 2004 - December 2010
Ambac April 2001 - February 2004
BNY Mellon January 2000 - April 2001
Investment Performance Services, LLC February 1999 - December 1999
UBS Investment Bank April 1984 - April 1995
City of Burlington March 1982 - March 1986
Merrill Lynch January 1982 - April 1984
Skills
Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Series 63, Securities, Asset Managment, Investments, Capital Markets, Portfolio Management, Derivatives, Trading, Private Equity, Financial Markets, Municipal Bonds, Public Sector, Cash Management, Public Sector Financial..., Fixed Income Portfolio..., Interest Rate..., Equity Derivatives, Index Options, Options Strategies, Interest Rate Swaps, Municipal Politics, Municipal Management, Local Government, State Government, Political Campaigns, Mutual Funds, Asset Allocation, Electronic Trading, Investment Strategies, Bloomberg, Asset Management, Investment Management, Trading Systems, Investment Banking, Structured Products, Options, Financial Services, Bonds, Equity Trading, FX Options, Wealth Management, Consultants, ETFs, Emerging Markets, Finance
Education
University of New Hampshire 1975 — 1978
BA, Political Science/Economics
Jim Tyndall Jim Tyndall's Merrill Lynch Experience 1992 - 2002
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty, Inc. 2015 - Present
Merrill Lynch 1992 - 2002
Lehman Brothers 1983 - 1992
Skills
Equities, Trading, Equity Derivatives, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Financial Markets, Options, Alternative Investments, Derivatives, Asset Management
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor's Degree, Economics
Keller Williams Realty, Inc. 2015 - Present
Merrill Lynch 1992 - 2002
Lehman Brothers 1983 - 1992
Skills
Equities, Trading, Equity Derivatives, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Financial Markets, Options, Alternative Investments, Derivatives, Asset Management
Education
University of North Carolina at Chapel Hill 1975 — 1979
Bachelor's Degree, Economics
Jessie Marshall Jessie Marshall's Merrill Lynch Experience June 2005 - January 2008
Job Operations Associate at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC July 2013 - Present
JPMorgan Chase June 2010 - July 2013
Wedbush Securities January 2009 - May 2010
Merrill Lynch June 2005 - January 2008
Skills
Series 7, Series 24, Life Insurance, Investments, Finance, Series 66, Retail Banking, Thrive in A Fast-paced..., Resource Management, Onboarding, Microsoft Office, ACATS, Troubleshooting, Bloomberg, Oasys, Debt Settlement, Allocations, Front to Back Office, Institutional..., Private Placements
Education
University of Nevada-Reno 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Imperial Capital, LLC July 2013 - Present
JPMorgan Chase June 2010 - July 2013
Wedbush Securities January 2009 - May 2010
Merrill Lynch June 2005 - January 2008
Skills
Series 7, Series 24, Life Insurance, Investments, Finance, Series 66, Retail Banking, Thrive in A Fast-paced..., Resource Management, Onboarding, Microsoft Office, ACATS, Troubleshooting, Bloomberg, Oasys, Debt Settlement, Allocations, Front to Back Office, Institutional..., Private Placements
Education
University of Nevada-Reno 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Louisa Proctor Louisa Proctor's Merrill Lynch Experience September 2007 - May 2008
Job Training Manager at HubSpot
Industry Computer Software
Experience
HubSpot 2014 - Present
HubSpot April 2012 - 2014
HubSpot January 2011 - April 2012
HubSpot January 2010 - January 2011
451 Marketing August 2008 - December 2009
Merrill Lynch September 2007 - May 2008
Skills
Strategic Planning, Strategic Consulting, Information Architecture, Editing, Social Media Marketing, Inbound Marketing, SEM, Photoshop, SEO, Dreamweaver, PPC, Blogging, Marketing Strategy, Social Networking, Lead Generation, Email Marketing, Salesforce.com, Web Analytics, Google Analytics, Online Marketing, CRM, Digital Marketing, Social Media, Strategy, Web Marketing, Conversion Optimization, Marketing, Content Strategy, Web 2.0, Public Relations, Marketing Automation, Google Adwords, New Media
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
B.S., Business Administraion, Management, Economics
St. Thomas Aquinas
High School
HubSpot 2014 - Present
HubSpot April 2012 - 2014
HubSpot January 2011 - April 2012
HubSpot January 2010 - January 2011
451 Marketing August 2008 - December 2009
Merrill Lynch September 2007 - May 2008
Skills
Strategic Planning, Strategic Consulting, Information Architecture, Editing, Social Media Marketing, Inbound Marketing, SEM, Photoshop, SEO, Dreamweaver, PPC, Blogging, Marketing Strategy, Social Networking, Lead Generation, Email Marketing, Salesforce.com, Web Analytics, Google Analytics, Online Marketing, CRM, Digital Marketing, Social Media, Strategy, Web Marketing, Conversion Optimization, Marketing, Content Strategy, Web 2.0, Public Relations, Marketing Automation, Google Adwords, New Media
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
B.S., Business Administraion, Management, Economics
St. Thomas Aquinas
High School
Courtney Strand's Merrill Lynch Experience May 2013 - August 2013
Job Consumer Lending Group Intern at Wells Fargo
Industry Financial Services
Experience
Papa Murphy's International August 2012 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Public Speaking, Leadership, Microsoft Word, PowerPoint, Social Media, Project Management, Management, Research, Strategic Planning, Marketing, Team Leadership, Financial Services, Consumer Lending
Education
University of Nevada-Reno 2012 — 2016
Bachelor's Degree, Finance, General, Senior
Papa Murphy's International August 2012 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Public Speaking, Leadership, Microsoft Word, PowerPoint, Social Media, Project Management, Management, Research, Strategic Planning, Marketing, Team Leadership, Financial Services, Consumer Lending
Education
University of Nevada-Reno 2012 — 2016
Bachelor's Degree, Finance, General, Senior
Nick Driscoll's Merrill Lynch Experience October 2011 - December 2011
Job Regional Marketing Director Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments June 2014 - December 2014
Putnam Investments June 2012 - May 2014
Putnam Investments January 2012 - May 2012
Merrill Lynch October 2011 - December 2011
Skills
Series 6, Series 63, Mutual Funds, Alternative Investments, Financial Advisory, Series 7, Asset Allocation, Equities, Fixed Income, Absolute Return, Social Media, Social Networking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
Economics, Finance
Boston College High School 2004 — 2008
Putnam Investments January 2015 - Present
Putnam Investments June 2014 - December 2014
Putnam Investments June 2012 - May 2014
Putnam Investments January 2012 - May 2012
Merrill Lynch October 2011 - December 2011
Skills
Series 6, Series 63, Mutual Funds, Alternative Investments, Financial Advisory, Series 7, Asset Allocation, Equities, Fixed Income, Absolute Return, Social Media, Social Networking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
Economics, Finance
Boston College High School 2004 — 2008
Sam Lowry's Merrill Lynch Experience November 2012 - January 2014
Job Market Research Analyst at Eurofins
Industry Higher Education
Experience
GreatDates November 2014 - Present
LS2group August 2014 - April 2015
Backpackers World Travel April 2014 - July 2014
Merrill Lynch November 2012 - January 2014
Enthuse February 2013 - September 2013
Turner Jazz Center 2012 - 2013
AmeriCorps October 2011 - October 2012
Skills
Social Media, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Facebook, Marketing Communications, Teamwork, Customer Service, Consumer Behaviour, Leadership, Time Management, Sales, Data Analysis, Community Outreach
Education
Drake University 2011 — 2015
Master of Business Administration (MBA), Specialized Sales, Merchandising and Marketing Operations
University of Newcastle 2014 — 2014
GreatDates November 2014 - Present
LS2group August 2014 - April 2015
Backpackers World Travel April 2014 - July 2014
Merrill Lynch November 2012 - January 2014
Enthuse February 2013 - September 2013
Turner Jazz Center 2012 - 2013
AmeriCorps October 2011 - October 2012
Skills
Social Media, Event Planning, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Facebook, Marketing Communications, Teamwork, Customer Service, Consumer Behaviour, Leadership, Time Management, Sales, Data Analysis, Community Outreach
Education
Drake University 2011 — 2015
Master of Business Administration (MBA), Specialized Sales, Merchandising and Marketing Operations
University of Newcastle 2014 — 2014
Drayton Henderson Drayton Henderson's Merrill Lynch Experience August 2009 - September 2011
Job Financial Advisor at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. September 2011 - Present
Belk Bowl / ACC Football Championship August 2009 - Present
Merrill Lynch August 2009 - September 2011
Bank of America April 2008 - August 2009
Skills
Wealth Management..., Retirement Planning
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA)
Robert W. Baird & Co. September 2011 - Present
Belk Bowl / ACC Football Championship August 2009 - Present
Merrill Lynch August 2009 - September 2011
Bank of America April 2008 - August 2009
Skills
Wealth Management..., Retirement Planning
Education
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Arts (BA)
Michelle Bandklayder Michelle Bandklayder's Merrill Lynch Experience June 2011 - August 2012
Job Volunteer and Families Manager at Special Olympics North Carolina
Industry
Experience
Special Olympics North Carolina August 2014 - Present
The Brand North Carolina Project November 2013 - July 2014
Intrepid Marketing Group January 2014 - May 2014
NC Prevention Partners January 2014 - May 2014
Tessemae's All Natural September 2013 - May 2014
Merrill Lynch June 2011 - August 2012
Skills
Event Planning, Community Outreach, Public Speaking, Social Networking, Microsoft Excel, Microsoft Applications, PowerPoint, Spanish, Italian, Bloomberg Software, Crystal Ball, International Travel, Qualtrics, SurveyMonkey
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Lorenzo De Medici Institute 2012 — 2012
Studied abroad, General Studies
Special Olympics North Carolina August 2014 - Present
The Brand North Carolina Project November 2013 - July 2014
Intrepid Marketing Group January 2014 - May 2014
NC Prevention Partners January 2014 - May 2014
Tessemae's All Natural September 2013 - May 2014
Merrill Lynch June 2011 - August 2012
Skills
Event Planning, Community Outreach, Public Speaking, Social Networking, Microsoft Excel, Microsoft Applications, PowerPoint, Spanish, Italian, Bloomberg Software, Crystal Ball, International Travel, Qualtrics, SurveyMonkey
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Lorenzo De Medici Institute 2012 — 2012
Studied abroad, General Studies
Shannon John Shannon John's Merrill Lynch Experience 2001 - 2006
Job Marketing Manager at Laughlin Associates
Industry Consumer Services
Experience
Laughlin Associates 2010 - Present
Ronald McDonald House Charities Northern Nevada 2008 - 2009
TMCC Workforce Development and Continuing Education 2007 - 2009
Merrill Lynch 2001 - 2006
Skills
SEO, Social Media, Copywriting, Editing, Campaigns, Graphic Design, Social Media Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Public Relations, Advertising, Online Advertising, Integrated Marketing, Direct Marketing
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
University of Nevada-Reno 2004 — 2008
B.A., Journalism/Speech Communications
Laughlin Associates 2010 - Present
Ronald McDonald House Charities Northern Nevada 2008 - 2009
TMCC Workforce Development and Continuing Education 2007 - 2009
Merrill Lynch 2001 - 2006
Skills
SEO, Social Media, Copywriting, Editing, Campaigns, Graphic Design, Social Media Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Public Relations, Advertising, Online Advertising, Integrated Marketing, Direct Marketing
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
University of Nevada-Reno 2004 — 2008
B.A., Journalism/Speech Communications
Karim Youssef Karim Youssef's Merrill Lynch Experience 2010 - 2012
Job
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Merrill Lynch 2010 - 2012
Education
University of New Brunswick 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Fidelity Investments June 2012 - Present
Merrill Lynch 2010 - 2012
Education
University of New Brunswick 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Queenie Leung Queenie Leung's Merrill Lynch Experience January 2006 - May 2006
Job Financial Analyst of Financial Planning & Analysis at Diamond Resorts International®
Industry Financial Services
Experience
Diamond Resorts International® February 2015 - Present
IGT April 2013 - Present
IGT April 2013 - January 2015
Global Payments March 2010 - April 2013
Louis VuittonLas Vegas, Nevada October 2009 - October 2010
Merrill Lynch January 2006 - May 2006
Allstate May 2004 - December 2004
Wells Fargo June 2003 - May 2004
Skills
MS Office Suite, MS SQL Server 2008 R2, Salesforce.com, Pivotal, PC/MAC Literate, WPM: 70/ 10-Key: 60, Competitive Analysis, Access, Finance, Analysis, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Sales, Sales Operations, Insurance, Databases, Business Analysis, Account Management, Customer Service, Management, Financial Analysis, Budgets
Education
University of Nevada-Las Vegas 2002 — 2009
Bachelor's Degree, Finance and Financial Management Services
Diamond Resorts International® February 2015 - Present
IGT April 2013 - Present
IGT April 2013 - January 2015
Global Payments March 2010 - April 2013
Louis VuittonLas Vegas, Nevada October 2009 - October 2010
Merrill Lynch January 2006 - May 2006
Allstate May 2004 - December 2004
Wells Fargo June 2003 - May 2004
Skills
MS Office Suite, MS SQL Server 2008 R2, Salesforce.com, Pivotal, PC/MAC Literate, WPM: 70/ 10-Key: 60, Competitive Analysis, Access, Finance, Analysis, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Sales, Sales Operations, Insurance, Databases, Business Analysis, Account Management, Customer Service, Management, Financial Analysis, Budgets
Education
University of Nevada-Las Vegas 2002 — 2009
Bachelor's Degree, Finance and Financial Management Services
Nick Krates Nick Krates's Merrill Lynch Experience June 2009 - August 2009
Job Senior Financial Analyst at Medix ™
Industry Staffing and Recruiting
Experience
Medix ™ October 2014 - Present
Medix™ July 2013 - October 2014
Raytheon May 2012 - July 2013
Raytheon July 2010 - May 2012
Merrill Lynch June 2009 - August 2009
Geneva Investment Management June 2008 - July 2008
Skills
Microsoft Excel, SAP, Access, Financial Analysis, Earned Value Management, PowerPoint, VBA, Microsoft Office, Microsoft Word, HTML, SQL Server Management..., Database Administration, Software Cost Estimation, Finance, Microsoft SQL Server, Corporate Financial..., KPI Dashboards, Excel Dashboards, PowerPivot, T-SQL, SQL, Tableau, Leadership, Analysis, Financial Modeling
Education
University of New Hampshire 2006 — 2010
B.S., Finance
Medix ™ October 2014 - Present
Medix™ July 2013 - October 2014
Raytheon May 2012 - July 2013
Raytheon July 2010 - May 2012
Merrill Lynch June 2009 - August 2009
Geneva Investment Management June 2008 - July 2008
Skills
Microsoft Excel, SAP, Access, Financial Analysis, Earned Value Management, PowerPoint, VBA, Microsoft Office, Microsoft Word, HTML, SQL Server Management..., Database Administration, Software Cost Estimation, Finance, Microsoft SQL Server, Corporate Financial..., KPI Dashboards, Excel Dashboards, PowerPivot, T-SQL, SQL, Tableau, Leadership, Analysis, Financial Modeling
Education
University of New Hampshire 2006 — 2010
B.S., Finance
R. Spencer Potts R. Spencer Potts's Merrill Lynch Experience May 2004 - March 2005
Job Head of Business Development at CIFC Asset Management
Industry Investment Management
Experience
CIFC Asset Management January 2015 - Present
Rise Capital May 2013 - December 2014
Silver Creek Capital Management March 2005 - March 2013
Merrill Lynch May 2004 - March 2005
Pinnacle Asset Management November 2001 - May 2004
Skills
Alternative Investments, Hedge Funds, Equities, Fund Of Funds, Private Equity, Asset Allocation, Asset Managment, Investment Strategies, Investment Management, Investments, Portfolio Management, Institutional..., Capital Markets, Investor Relations, Derivatives, Valuation, Due Diligence, Fixed Income, Securities, Asset Management, Emerging Markets, Options, Trading, Investment Banking, Commodity, Global Macro, Venture Capital, Bonds
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts (B.A.), History
CIFC Asset Management January 2015 - Present
Rise Capital May 2013 - December 2014
Silver Creek Capital Management March 2005 - March 2013
Merrill Lynch May 2004 - March 2005
Pinnacle Asset Management November 2001 - May 2004
Skills
Alternative Investments, Hedge Funds, Equities, Fund Of Funds, Private Equity, Asset Allocation, Asset Managment, Investment Strategies, Investment Management, Investments, Portfolio Management, Institutional..., Capital Markets, Investor Relations, Derivatives, Valuation, Due Diligence, Fixed Income, Securities, Asset Management, Emerging Markets, Options, Trading, Investment Banking, Commodity, Global Macro, Venture Capital, Bonds
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts (B.A.), History
Christopher Manning's Merrill Lynch Experience September 2013 - Present
Job Merrill Lynch, Financial Advisor, CFA candidate
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Skills
Bloomberg, Holistic Financial..., Portfolio Management, Macroeconomics, Strategic Asset..., Tactical Asset..., Sales
Education
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Arts (B.A.), Economics
University of North Carolina at Charlotte 2006 — 2008
Bachelor of Arts (B.A.), Economics
East Chapel Hill
Merrill Lynch September 2013 - Present
Skills
Bloomberg, Holistic Financial..., Portfolio Management, Macroeconomics, Strategic Asset..., Tactical Asset..., Sales
Education
University of North Carolina at Chapel Hill 2008 — 2010
Bachelor of Arts (B.A.), Economics
University of North Carolina at Charlotte 2006 — 2008
Bachelor of Arts (B.A.), Economics
East Chapel Hill
Daniel McNeil Daniel McNeil's Merrill Lynch Experience May 2012 - August 2012
Job Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company July 2013 - Present
Tommy Doyle's Irish Bar and Pub June 2012 - August 2012
Merrill Lynch May 2012 - August 2012
BJ Bricker's February 2012 - May 2012
Skills
Social Media, Word, PowerPoint, Excel, Problem Solving, Microsoft Office, Marketing Strategy, Android, Team Leadership, Salesforce.com, Finance, Microsoft Excel, Mutual Funds, Bloomberg, Equities, Financial Analysis, Microsoft Word, Economics, Entrepreneurship
Education
University of New Hampshire 2009 — 2013
Sandwich High School 2005 — 2009
Loomis, Sayles & Company July 2013 - Present
Tommy Doyle's Irish Bar and Pub June 2012 - August 2012
Merrill Lynch May 2012 - August 2012
BJ Bricker's February 2012 - May 2012
Skills
Social Media, Word, PowerPoint, Excel, Problem Solving, Microsoft Office, Marketing Strategy, Android, Team Leadership, Salesforce.com, Finance, Microsoft Excel, Mutual Funds, Bloomberg, Equities, Financial Analysis, Microsoft Word, Economics, Entrepreneurship
Education
University of New Hampshire 2009 — 2013
Sandwich High School 2005 — 2009
Margaret Esquivel-Damato's Merrill Lynch Experience 1987 - 1989
Job Director of Private Wealth Services, Pagnato Karp, HighTower
Industry Financial Services
Experience
Pagnato Karp, HighTower July 2011 - Present
Merrill Lynch Private Banking and Investment Group 1999 - 2011
Rockefeller & Co., Inc. 1998 - 1998
Hampshire Securities Corp. April 1994 - December 1997
Furman Selz LLC April 1990 - September 1992
Merrill Lynch 1987 - 1989
Skills
Wealth Management, Family Office Solutions, Fiduciary, Alternative Investments, Private Equity, Derivatives, Fixed Income, Equities, Mutual Funds, Lines Of Credit, Estate Planning, Relationship Management, Trading, Series 7, Series 66, Series 63, CFM
Education
UNC Chapel Hill 1976 — 1980
Psychology / Art
Kaplan - CFP Course
Pagnato Karp, HighTower July 2011 - Present
Merrill Lynch Private Banking and Investment Group 1999 - 2011
Rockefeller & Co., Inc. 1998 - 1998
Hampshire Securities Corp. April 1994 - December 1997
Furman Selz LLC April 1990 - September 1992
Merrill Lynch 1987 - 1989
Skills
Wealth Management, Family Office Solutions, Fiduciary, Alternative Investments, Private Equity, Derivatives, Fixed Income, Equities, Mutual Funds, Lines Of Credit, Estate Planning, Relationship Management, Trading, Series 7, Series 66, Series 63, CFM
Education
UNC Chapel Hill 1976 — 1980
Psychology / Art
Kaplan - CFP Course
Steven Zaks Steven Zaks's Merrill Lynch Experience December 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2012 - Present
Merrill Lynch November 2010 - December 2012
Merrill Lynch July 2010 - November 2010
PAR Assoc. Inc. June 2004 - July 2010
Skills
Series 7, Series 66, Financial Advisory, Uniform Combined State..., 529 Plans, 401k Rollovers, 401k, Equities, Finance, Portfolio Management, Investments, Roth IRA, Traditional IRA, Retirement Planning
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
Bachelor's, Business Management
Merrill Lynch December 2012 - Present
Merrill Lynch November 2010 - December 2012
Merrill Lynch July 2010 - November 2010
PAR Assoc. Inc. June 2004 - July 2010
Skills
Series 7, Series 66, Financial Advisory, Uniform Combined State..., 529 Plans, 401k Rollovers, 401k, Equities, Finance, Portfolio Management, Investments, Roth IRA, Traditional IRA, Retirement Planning
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
Bachelor's, Business Management
Brittany Greene's Merrill Lynch Experience February 2011 - May 2011
Job Financial Analyst
Industry Financial Services
Experience
Rogue Wave Software June 2015 - Present
Bank of America March 2013 - June 2015
Bank of America December 2011 - March 2013
Bank of America June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Undergraduate Investment Society September 2010 - May 2011
Samaritan's Christian Ministry December 2008 - July 2010
Skills
Financial Analysis, Microsoft Excel, SharePoint, Salesforce.com, Business Analysis, Process Improvement, Organization Skills, Financial Modeling, Microsoft Office, Data Analysis, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
B.S, Business Administration
University of North Carolina at Chapel Hill 2008 — 2012
Rogue Wave Software June 2015 - Present
Bank of America March 2013 - June 2015
Bank of America December 2011 - March 2013
Bank of America June 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Undergraduate Investment Society September 2010 - May 2011
Samaritan's Christian Ministry December 2008 - July 2010
Skills
Financial Analysis, Microsoft Excel, SharePoint, Salesforce.com, Business Analysis, Process Improvement, Organization Skills, Financial Modeling, Microsoft Office, Data Analysis, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
B.S, Business Administration
University of North Carolina at Chapel Hill 2008 — 2012
Logan Suriano Logan Suriano's Merrill Lynch Experience October 2006 - July 2008
Job Analyst at Sio Capital Management LLC
Industry Investment Management
Experience
Sio Capital Management LLC October 2012 - Present
Sonoma Capital Management, LLC January 2012 - June 2012
Citi June 2011 - August 2011
First Berlin Equity Research July 2008 - June 2010
Merrill Lynch October 2006 - July 2008
MIT – BIOTECHNOLOGY PROCESS ENGINEERING CENTER June 2004 - August 2004
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Equities
Education
Yale School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (BS); Bachelor of Arts (BA), Mathematics, Chemistry
Sio Capital Management LLC October 2012 - Present
Sonoma Capital Management, LLC January 2012 - June 2012
Citi June 2011 - August 2011
First Berlin Equity Research July 2008 - June 2010
Merrill Lynch October 2006 - July 2008
MIT – BIOTECHNOLOGY PROCESS ENGINEERING CENTER June 2004 - August 2004
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Equity Research, Equities
Education
Yale School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 2002 — 2006
Bachelor of Science (BS); Bachelor of Arts (BA), Mathematics, Chemistry
Chun-Ming Miu Chun-Ming Miu's Merrill Lynch Experience June 2004 - August 2004
Job Financial Controller, AAdvantage at American Airlines
Industry Airlines/Aviation
Experience
American Airlines March 2013 - Present
American Airlines January 2012 - March 2013
American Airlines April 2010 - January 2012
American Airlines May 2005 - April 2010
Merrill Lynch June 2004 - August 2004
Skills
Essbase, A3 Modeling, Salesforce.com..., SAP Financial, Visual Basic, Finance, Advanced Business..., Airlogica Zeus, Business Warehouse, SQL
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2001 — 2005
BS, Business Administration and Management, General
Hong Kong International School
American Airlines March 2013 - Present
American Airlines January 2012 - March 2013
American Airlines April 2010 - January 2012
American Airlines May 2005 - April 2010
Merrill Lynch June 2004 - August 2004
Skills
Essbase, A3 Modeling, Salesforce.com..., SAP Financial, Visual Basic, Finance, Advanced Business..., Airlogica Zeus, Business Warehouse, SQL
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2001 — 2005
BS, Business Administration and Management, General
Hong Kong International School
Cathleen Morgan Cathleen Morgan's Merrill Lynch Experience 2000 - 2006
Job Licensed Real Estate Salesperson at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence January 2015 - Present
Kelly Associates Real Estate, Inc. April 2013 - January 2015
Kids Empowered by Your Support Inc. February 2008 - April 2013
Merrill Lynch 2000 - 2006
Brown & Wood LLP September 1992 - January 1999
Skills
Six Sigma, Civil Litigation, Investigations, Brief Writing, Training, Policy, Grant Writing, Event Planning, Corporate Law, Annual Giving, Appeals, Legal Research, Litigation, Public Policy, Governance, Real Estate, Real Estate Transactions, Arbitration, Securities Regulation, Negotiation, Legal Writing
Education
University of North Carolina at Chapel Hill 1989 — 1992
JD, Law
Washington & Lee University 1985 — 1989
BA, English
Houlihan Lawrence January 2015 - Present
Kelly Associates Real Estate, Inc. April 2013 - January 2015
Kids Empowered by Your Support Inc. February 2008 - April 2013
Merrill Lynch 2000 - 2006
Brown & Wood LLP September 1992 - January 1999
Skills
Six Sigma, Civil Litigation, Investigations, Brief Writing, Training, Policy, Grant Writing, Event Planning, Corporate Law, Annual Giving, Appeals, Legal Research, Litigation, Public Policy, Governance, Real Estate, Real Estate Transactions, Arbitration, Securities Regulation, Negotiation, Legal Writing
Education
University of North Carolina at Chapel Hill 1989 — 1992
JD, Law
Washington & Lee University 1985 — 1989
BA, English
Courtney Zalinski's Merrill Lynch Experience October 2006 - Present
Job
Industry Investment Management
Experience
Merrill Lynch October 2006 - Present
First Albany Capital 2002 - 2006
SunTrust Bank 2001 - 2002
Skills
Alternative Investments, Equities, Investments, Series 63, Series 7, Trading, Wealth Management
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Science (BS)
Merrill Lynch October 2006 - Present
First Albany Capital 2002 - 2006
SunTrust Bank 2001 - 2002
Skills
Alternative Investments, Equities, Investments, Series 63, Series 7, Trading, Wealth Management
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Science (BS)
Adam Siragusa's Merrill Lynch Experience May 2003 - September 2004
Job Experienced Financial Service Professional | MBA Candidate, Boston University | Investment Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
State Street July 2008 - October 2011
State Street June 2006 - July 2008
Merrill Lynch May 2003 - September 2004
Education
Boston University - Graduate School of Management 2012 — 2015
MBA Candidate 2015, Finance
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Wellington Management October 2011 - Present
State Street July 2008 - October 2011
State Street June 2006 - July 2008
Merrill Lynch May 2003 - September 2004
Education
Boston University - Graduate School of Management 2012 — 2015
MBA Candidate 2015, Finance
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Carl Gregorio's Merrill Lynch Experience 1999 - 2000
Job at Volare Trading
Industry Financial Services
Experience
Volare Trading 2009 - Present
The Oster Group November 2007 - 2009
QED Financial Systems 2007 - 2007
CPG Consulting 2004 - February 2006
Financial Tracking Technologies, LLC 2006 - 2006
SunGard 2003 - 2003
Lipper HedgeWorld 2000 - 2003
Merrill Lynch 1999 - 2000
US Army, 2nd Ranger Battalion 1995 - 1999
Skills
Trading, Hedge Funds, Equities, Investments, Alternative Investments, IQFeed Market Data, Private Equity, Options, Finance, Equity Trading, Securities, Fixed Income, Bloomberg, Portfolio Management, Financial Markets, Series 7
Education
University of New Hampshire 1991 — 1995
BA, Psychology
Stamford High
Volare Trading 2009 - Present
The Oster Group November 2007 - 2009
QED Financial Systems 2007 - 2007
CPG Consulting 2004 - February 2006
Financial Tracking Technologies, LLC 2006 - 2006
SunGard 2003 - 2003
Lipper HedgeWorld 2000 - 2003
Merrill Lynch 1999 - 2000
US Army, 2nd Ranger Battalion 1995 - 1999
Skills
Trading, Hedge Funds, Equities, Investments, Alternative Investments, IQFeed Market Data, Private Equity, Options, Finance, Equity Trading, Securities, Fixed Income, Bloomberg, Portfolio Management, Financial Markets, Series 7
Education
University of New Hampshire 1991 — 1995
BA, Psychology
Stamford High
Laurence Olivier's Merrill Lynch Experience 1974 - 1986
Job Financial Services Professional
Industry Financial Services
Experience
Prudential Securities November 1999 - February 2002
Merrill Lynch 1974 - 1986
Education
University of New Hampshire 1960 — 1965
Prudential Securities November 1999 - February 2002
Merrill Lynch 1974 - 1986
Education
University of New Hampshire 1960 — 1965
Adam Bernard's Merrill Lynch Experience 2011 - Present
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America 2011 - Present
Merrill Lynch 2011 - Present
J.P. Morgan 2000 - 2011
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelors of Science, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1996
BSBA, Business Administration
Bank of America 2011 - Present
Merrill Lynch 2011 - Present
J.P. Morgan 2000 - 2011
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelors of Science, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1996
BSBA, Business Administration
Jennifer Bustamante's Merrill Lynch Experience October 2007 - Present
Job Client associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Skills
Series 7, Wealth Management, Equities, Retirement Planning, Mutual Funds, Customer Service, Asset Allocation, Leadership
Education
University of New Orleans
Merrill Lynch October 2007 - Present
Skills
Series 7, Wealth Management, Equities, Retirement Planning, Mutual Funds, Customer Service, Asset Allocation, Leadership
Education
University of New Orleans
Chandy Smith's Merrill Lynch Experience June 1998 - April 2002
Job Senior Investor Liaison at Financial Accounting Foundation
Industry Investment Management
Experience
Financial Accounting Standards Board 2006 - Present
New Amsterdam Partners April 2004 - June 2006
CIBC World Markets April 2002 - April 2004
Merrill Lynch June 1998 - April 2002
Education
University of North Carolina at Chapel Hill 1996 — 1998
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
Wake Forest University 1989 — 1993
BS, Accounting
Financial Accounting Standards Board 2006 - Present
New Amsterdam Partners April 2004 - June 2006
CIBC World Markets April 2002 - April 2004
Merrill Lynch June 1998 - April 2002
Education
University of North Carolina at Chapel Hill 1996 — 1998
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
Wake Forest University 1989 — 1993
BS, Accounting
AL REYNOLDS's Merrill Lynch Experience 1997 - 2005
Job Champion Advisors LLC Managing Director
Industry Entertainment
Experience
Champion Advisors LLC 2005 - Present
Global Resources, LLC 2012 - 2014
Florida Memorial University 2008 - 2012
Merrill Lynch 1997 - 2005
Warner Lambert 1996 - 1998
Skills
Public Speaking, Research, Academic Administration, Student Affairs, College Teaching, Student Development, Public Relations, Curriculum Development, Higher Education, Event Planning, Nonprofits, Social Networking, Social Media, Strategic Planning
Education
University of North Carolina at Chapel Hill 1992 — 1994
Master’s Degree, Public Finance
University of Virginia 1988 — 1992
Bachelor’s Degree, Urban and Architectural Design
Champion Advisors LLC 2005 - Present
Global Resources, LLC 2012 - 2014
Florida Memorial University 2008 - 2012
Merrill Lynch 1997 - 2005
Warner Lambert 1996 - 1998
Skills
Public Speaking, Research, Academic Administration, Student Affairs, College Teaching, Student Development, Public Relations, Curriculum Development, Higher Education, Event Planning, Nonprofits, Social Networking, Social Media, Strategic Planning
Education
University of North Carolina at Chapel Hill 1992 — 1994
Master’s Degree, Public Finance
University of Virginia 1988 — 1992
Bachelor’s Degree, Urban and Architectural Design
Joe Meo's Merrill Lynch Experience October 2007 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Asset Allocation, Portfolio Management, Retirement, Investments, Financial Advisory, Finance, High Net Worth..., Financial Services, Wealth Management..., Life Insurance
Education
University of New Hampshire
Finance, General
Merrill Lynch October 2007 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Asset Allocation, Portfolio Management, Retirement, Investments, Financial Advisory, Finance, High Net Worth..., Financial Services, Wealth Management..., Life Insurance
Education
University of New Hampshire
Finance, General
John Newbanks, CFP, CFM's Merrill Lynch Experience 1987 - Present
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1987 - Present
Skills
Due Diligence, Hedge Funds, Portfolio Management, Strategic Planning, Executive Management, Strategy, Financial Analysis, Investment Management, Risk Management, Corporate Development, Analysis, Series 63, Financial Modeling, Process Improvement, Bonds, Financial Reporting, Securities, Capital Markets, Employee Benefits, Bloomberg, Wealth Management, Uniform Combined State..., Banking, Mergers & Acquisitions, Strategic Financial..., Retirement, Retirement Planning, Finance, Estate Planning, Fixed Income, Options, Leadership, Investment Strategies, Asset Managment, Managerial Finance, Business Development, Investments, Alternative Investments, Investment Advisory, Asset Management, Internal Controls, Management Consulting, Budgets, Mutual Funds, Asset Allocation, Business Analysis, Forecasting, Financial Advisory, Real Estate
Education
University of Notre Dame 1984 — 1985
MBA, Finance, Securities, Honors
University of North Carolina at Chapel Hill 1982 — 1984
BSBA, Finance
University of North Carolina at Charlotte 1980 — 1982
Business Administration and Management, General
Merrill Lynch 1987 - Present
Skills
Due Diligence, Hedge Funds, Portfolio Management, Strategic Planning, Executive Management, Strategy, Financial Analysis, Investment Management, Risk Management, Corporate Development, Analysis, Series 63, Financial Modeling, Process Improvement, Bonds, Financial Reporting, Securities, Capital Markets, Employee Benefits, Bloomberg, Wealth Management, Uniform Combined State..., Banking, Mergers & Acquisitions, Strategic Financial..., Retirement, Retirement Planning, Finance, Estate Planning, Fixed Income, Options, Leadership, Investment Strategies, Asset Managment, Managerial Finance, Business Development, Investments, Alternative Investments, Investment Advisory, Asset Management, Internal Controls, Management Consulting, Budgets, Mutual Funds, Asset Allocation, Business Analysis, Forecasting, Financial Advisory, Real Estate
Education
University of Notre Dame 1984 — 1985
MBA, Finance, Securities, Honors
University of North Carolina at Chapel Hill 1982 — 1984
BSBA, Finance
University of North Carolina at Charlotte 1980 — 1982
Business Administration and Management, General
Jack Little's Merrill Lynch Experience August 1972 - Present
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1972 - Present
Skills
Financial Analysis, Strategic Planning, Business Development, FINRA, Series 7, Wealth Management, Budgets, Series 63, Banking, Credit
Education
UNC Chapel Hill 1966 — 1970
Bachelor of Business Administration (B.B.A.), Marketing and finance, 3.3
Merrill Lynch August 1972 - Present
Skills
Financial Analysis, Strategic Planning, Business Development, FINRA, Series 7, Wealth Management, Budgets, Series 63, Banking, Credit
Education
UNC Chapel Hill 1966 — 1970
Bachelor of Business Administration (B.B.A.), Marketing and finance, 3.3
Stephanie Poulos Torruella's Merrill Lynch Experience 1993 - 2003
Job Brandon Point Industries (US), Inc.
Industry Biotechnology
Experience
Brandon Point Industries (US), Inc. June 2014 - Present
Elan Corporation plc June 2003 - December 2013
Merrill Lynch 1993 - 2003
Skills
Financial Modeling, Internal Communications, Due Diligence, Recruiting, Portfolio Management, Pharmaceutical Industry, Competitive Intelligence, Investor Relations, Management, Mergers & Acquisitions, Strategy, Start-ups, Corporate Development, Venture Capital, Biotechnology
Education
University of New Hampshire - Whittemore School of Business and Economics
BA
Brandon Point Industries (US), Inc. June 2014 - Present
Elan Corporation plc June 2003 - December 2013
Merrill Lynch 1993 - 2003
Skills
Financial Modeling, Internal Communications, Due Diligence, Recruiting, Portfolio Management, Pharmaceutical Industry, Competitive Intelligence, Investor Relations, Management, Mergers & Acquisitions, Strategy, Start-ups, Corporate Development, Venture Capital, Biotechnology
Education
University of New Hampshire - Whittemore School of Business and Economics
BA
Fran Lanio's Merrill Lynch Experience August 1994 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1994 - Present
Bank of America Merrill Lynch 1994 - Present
Education
NYU Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of New Hampshire -- Peter T. Paul College of Business and Economics 1986 — 1989
BS, Bus admin
Merrill Lynch August 1994 - Present
Bank of America Merrill Lynch 1994 - Present
Education
NYU Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of New Hampshire -- Peter T. Paul College of Business and Economics 1986 — 1989
BS, Bus admin
Michelle Jablonski's Merrill Lynch Experience May 1999 - 2011
Job Experienced Business Architect and Application Manager
Industry Financial Services
Experience
TIAA-CREF 2012 - Present
Merrill Lynch May 1999 - 2011
Arris Systems 1997 - 1999
SoftSwitch/Lotus/IBM August 1992 - May 1997
Skills
Business Analysis, Enterprise Architecture, Vendor Management, IT Strategy
Education
University of New Hampshire
BS, Computer Science
TIAA-CREF 2012 - Present
Merrill Lynch May 1999 - 2011
Arris Systems 1997 - 1999
SoftSwitch/Lotus/IBM August 1992 - May 1997
Skills
Business Analysis, Enterprise Architecture, Vendor Management, IT Strategy
Education
University of New Hampshire
BS, Computer Science
Kevin Taube, CFA, CRPC's Merrill Lynch Experience October 2006 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2006 - Present
Arrowstreet Capital September 1999 - April 2006
PanAgora Asset Management January 1996 - September 1999
Mellon Financial June 1994 - January 1996
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Management, Estate Planning, Financial Services, Equities, Financial Advisory, Investment Management, Finance, Series 7, Alternative Investments, Asset Allocation, Securities, Asset Management, Investment Strategies, Series 6, Hedge Funds, Bloomberg, 401k, Fixed Income, Series 63
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
BS, Business Administration
Merrill Lynch October 2006 - Present
Arrowstreet Capital September 1999 - April 2006
PanAgora Asset Management January 1996 - September 1999
Mellon Financial June 1994 - January 1996
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Mutual Funds, Management, Estate Planning, Financial Services, Equities, Financial Advisory, Investment Management, Finance, Series 7, Alternative Investments, Asset Allocation, Securities, Asset Management, Investment Strategies, Series 6, Hedge Funds, Bloomberg, 401k, Fixed Income, Series 63
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
BS, Business Administration
Shawn O'Connor, LEED AP's Merrill Lynch Experience 2005 - 2010
Job VP, Multimedia Operations at Morgan Stanley
Industry Broadcast Media
Experience
Morgan Stanley March 2011 - Present
Bank of America January 2010 - March 2011
Merrill Lynch 2005 - 2010
Merrill Lynch 1994 - 2005
Freelance 1994 - 1994
Skills
Vendor Management, Project Management, Strategic Planning, Process Improvement, Team Leadership, Risk Management, Sound, Video, Business Development, Management, Multimedia, Program Management, Budgets, AV, Troubleshooting, Integration, Leadership, Product Management, Cross-functional Team..., Start-ups, Strategic Partnerships, CRM
Education
University of New Haven 1991 — 1995
B.A., Music & Sound Recording
University of New Haven 1991 — 1995
B.A., Music Business
Morgan Stanley March 2011 - Present
Bank of America January 2010 - March 2011
Merrill Lynch 2005 - 2010
Merrill Lynch 1994 - 2005
Freelance 1994 - 1994
Skills
Vendor Management, Project Management, Strategic Planning, Process Improvement, Team Leadership, Risk Management, Sound, Video, Business Development, Management, Multimedia, Program Management, Budgets, AV, Troubleshooting, Integration, Leadership, Product Management, Cross-functional Team..., Start-ups, Strategic Partnerships, CRM
Education
University of New Haven 1991 — 1995
B.A., Music & Sound Recording
University of New Haven 1991 — 1995
B.A., Music Business
Thomas Carter's Merrill Lynch Experience 2008 - 2009
Job Vice President, Product Development & Innovation at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Northern Trust October 2012 - June 2013
Accenture May 2010 - October 2012
State Street July 2009 - April 2010
Alaron Trading 2008 - 2009
Merrill Lynch 2008 - 2009
Liam Ventures - Family Office of William F. Farley July 2002 - November 2008
Shatkin Arbor June 2008 - August 2008
Skills
Strategy, Business Strategy, Strategic Planning, Competitive Analysis, Corporate Advisory, Investment Advisory, Investment Management, Financial Modeling, Business Modeling, Business Transformation, Due Diligence, Management Consulting, Change Management, Program Management, Brokerage, High Net Worth..., Strategic Thinking, Project Planning, Sales Compensation, Compensation Structures, Sees the Big Picture, Market Research, Mergers, Financial Analysis, Business Advisory, Mentoring, Fun, Humor, Storytelling
Education
University of New Hampshire 2005 — 2009
Business Administration, Economics & Entrepreneurship, Cum Laude
John Cabot University (Rome, Italy) 2008 — 2008
BS, International Business & Economics
Kennebunk High School 2001 — 2005
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2013 - March 2015
Northern Trust October 2012 - June 2013
Accenture May 2010 - October 2012
State Street July 2009 - April 2010
Alaron Trading 2008 - 2009
Merrill Lynch 2008 - 2009
Liam Ventures - Family Office of William F. Farley July 2002 - November 2008
Shatkin Arbor June 2008 - August 2008
Skills
Strategy, Business Strategy, Strategic Planning, Competitive Analysis, Corporate Advisory, Investment Advisory, Investment Management, Financial Modeling, Business Modeling, Business Transformation, Due Diligence, Management Consulting, Change Management, Program Management, Brokerage, High Net Worth..., Strategic Thinking, Project Planning, Sales Compensation, Compensation Structures, Sees the Big Picture, Market Research, Mergers, Financial Analysis, Business Advisory, Mentoring, Fun, Humor, Storytelling
Education
University of New Hampshire 2005 — 2009
Business Administration, Economics & Entrepreneurship, Cum Laude
John Cabot University (Rome, Italy) 2008 — 2008
BS, International Business & Economics
Kennebunk High School 2001 — 2005
Larry Hester's Merrill Lynch Experience 1981 - 1995
Job FareHarbor
Industry Internet
Experience
FareHarbor Managing Director - AdvisoryGeraty InvestmentsJune 2011 - July 2015
KIPP Stand Academy July 2010 - June 2011
DSST Public Schools July 2009 - June 2010
Denver School of Science and Technology July 2006 - June 2009
The Blake School 2002 - 2006
RBC Equity Capital Markets/Dain Rauscher Wessels/Wessels Arnold & Henderson 1995 - 2001
Merrill Lynch 1981 - 1995
Education
University of Virgina - Darden School of Business 1979 — 1981
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1973 — 1976
Bachelor of Arts (BA)
FareHarbor Managing Director - AdvisoryGeraty InvestmentsJune 2011 - July 2015
KIPP Stand Academy July 2010 - June 2011
DSST Public Schools July 2009 - June 2010
Denver School of Science and Technology July 2006 - June 2009
The Blake School 2002 - 2006
RBC Equity Capital Markets/Dain Rauscher Wessels/Wessels Arnold & Henderson 1995 - 2001
Merrill Lynch 1981 - 1995
Education
University of Virgina - Darden School of Business 1979 — 1981
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1973 — 1976
Bachelor of Arts (BA)
Matthew Miller's Merrill Lynch Experience June 2010 - August 2010
Job Lead Recruiter | Account Manager at VonChurch
Industry Staffing and Recruiting
Experience
VonChurch January 2015 - Present
VonChurch January 2014 - January 2015
Revel Systems September 2012 - January 2014
Matrix Source Industrial Co. Ltd. June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
GroundWorks June 2009 - July 2009
Skills
Sales, Leadership, Social Media, Social Networking, PowerPoint, Consulting, Salesforce.com, Microsoft Office, Research, Photoshop, POS, Time Management, Microsoft Excel, Microsoft Word, Facebook, Creative Writing
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Management & Society
The Hun School of Princeton 2007 — 2008
Charlotte Country Day School 1995 — 2007
VonChurch January 2015 - Present
VonChurch January 2014 - January 2015
Revel Systems September 2012 - January 2014
Matrix Source Industrial Co. Ltd. June 2011 - July 2011
Merrill Lynch June 2010 - August 2010
GroundWorks June 2009 - July 2009
Skills
Sales, Leadership, Social Media, Social Networking, PowerPoint, Consulting, Salesforce.com, Microsoft Office, Research, Photoshop, POS, Time Management, Microsoft Excel, Microsoft Word, Facebook, Creative Writing
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Management & Society
The Hun School of Princeton 2007 — 2008
Charlotte Country Day School 1995 — 2007
Robert Gilchrist's Merrill Lynch Experience February 2008 - February 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Merrill Lynch February 2008 - February 2010
McDonald Investments September 2000 - November 2007
Alex Brown & Sons 1992 - 2000
Garban LTD 1989 - 1991
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1981
Communication
Fidelity Investments March 2010 - Present
Merrill Lynch February 2008 - February 2010
McDonald Investments September 2000 - November 2007
Alex Brown & Sons 1992 - 2000
Garban LTD 1989 - 1991
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1981
Communication
Christopher Germani's Merrill Lynch Experience September 2009 - June 2012
Job Associate Wealth Management Advisor The Office of Art Blick at Northwestern Mutual
Industry Financial Services
Experience
The Office of Art Blick at Northwestern Mutual June 2012 - Present
Merrill Lynch September 2009 - June 2012
Paulie's Anna Rose Restaurant January 2009 - September 2009
Fran Fisher and Associates Marketing August 2008 - December 2008
Skills
Series 7, Series 66, Life & Health Insurance...
Education
The Pennsylvania State University 2006 — 2008
BA, Communication Arts and Sciences
University of North Carolina at Chapel Hill 2004 — 2006
The Office of Art Blick at Northwestern Mutual June 2012 - Present
Merrill Lynch September 2009 - June 2012
Paulie's Anna Rose Restaurant January 2009 - September 2009
Fran Fisher and Associates Marketing August 2008 - December 2008
Skills
Series 7, Series 66, Life & Health Insurance...
Education
The Pennsylvania State University 2006 — 2008
BA, Communication Arts and Sciences
University of North Carolina at Chapel Hill 2004 — 2006
Paul Pucciarelli's Merrill Lynch Experience July 2008 - February 2013
Job Senior Front End Engineer at Ticket Evolution
Industry Computer Software
Experience
Ticket Evolution February 2013 - Present
Merrill Lynch July 2008 - February 2013
JPMorgan Chase May 2006 - August 2006
Skills
JavaScript, AJAX, C#, SQL, CSS, Linux, Apache, jQuery, ASP.NET, Silverlight, Python, HTML 5, Git, User Interface Design, PHP, JSP, WPF, Java Enterprise Edition, Amazon Web Services..., Ruby on Rails, Tomcat, MySQL, Web Applications, Node.js, Android, HTML5, Comet, Photoshop, Flash, Memcached, Zend Framework, IIS, Java, J2EE, Servlets, WebSphere Application..., Web Application Security, XAML, Expression Blend, Amazon Web Services, EC2, S3, C++, Computer Hardware, Backbone.js, React, Amazon EC2
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Highest Honors, Computer Science
Ticket Evolution February 2013 - Present
Merrill Lynch July 2008 - February 2013
JPMorgan Chase May 2006 - August 2006
Skills
JavaScript, AJAX, C#, SQL, CSS, Linux, Apache, jQuery, ASP.NET, Silverlight, Python, HTML 5, Git, User Interface Design, PHP, JSP, WPF, Java Enterprise Edition, Amazon Web Services..., Ruby on Rails, Tomcat, MySQL, Web Applications, Node.js, Android, HTML5, Comet, Photoshop, Flash, Memcached, Zend Framework, IIS, Java, J2EE, Servlets, WebSphere Application..., Web Application Security, XAML, Expression Blend, Amazon Web Services, EC2, S3, C++, Computer Hardware, Backbone.js, React, Amazon EC2
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Highest Honors, Computer Science
Katie Fisher Cunningham's Merrill Lynch Experience May 2006 - January 2009
Job Vice President at Glocap Search
Industry Financial Services
Experience
Glocap Search May 2012 - Present
NJF Search International February 2012 - May 2012
WJB Capital Group, Inc. March 2009 - February 2012
Merrill Lynch May 2006 - January 2009
Merrill Lynch January 2004 - May 2006
Education
University of New Hampshire 2000 — 2003
BS, Business Administration
Glocap Search May 2012 - Present
NJF Search International February 2012 - May 2012
WJB Capital Group, Inc. March 2009 - February 2012
Merrill Lynch May 2006 - January 2009
Merrill Lynch January 2004 - May 2006
Education
University of New Hampshire 2000 — 2003
BS, Business Administration
Bill Zimmermann's Merrill Lynch Experience June 2007 - November 2008
Job Agency Owner at Zimmermann Financial
Industry Financial Services
Experience
Pelican Advisory Group, Inc June 2014 - Present
Zimmermann Financial April 2013 - Present
The Hartford December 2010 - Present
Scully Financial January 2009 - February 2012
Merrill Lynch June 2007 - November 2008
Skills
Retirement Planning, Wealth Management, Insurance, Fixed Annuities, Life Insurance, Strategic Financial..., Long-term Care, Term Life Insurance, Employee Benefits, Finance, Workers Compensation, Retirement, Disability Insurance, 401k, Small Business, Coaching
Education
University of New Orleans
Business Administration
Pelican Advisory Group, Inc June 2014 - Present
Zimmermann Financial April 2013 - Present
The Hartford December 2010 - Present
Scully Financial January 2009 - February 2012
Merrill Lynch June 2007 - November 2008
Skills
Retirement Planning, Wealth Management, Insurance, Fixed Annuities, Life Insurance, Strategic Financial..., Long-term Care, Term Life Insurance, Employee Benefits, Finance, Workers Compensation, Retirement, Disability Insurance, 401k, Small Business, Coaching
Education
University of New Orleans
Business Administration
Ronald Clayton's Merrill Lynch Experience June 1979 - October 2005
Job Business Development at Cost Segregation Services, Inc
Industry Financial Services
Experience
Cost Segregation Services, Inc. CSSI March 2012 - Present
Merrill Lynch June 1979 - October 2005
Skills
Financial Planning, Strategic Financial..., Investments, Business Development, Real Estate, Cash Flow, Analysis, Small Business, Strategy, Financial Analysis, Business Planning, Contract Negotiation, Strategic Planning, Due Diligence, Marketing, Asset Management, Portfolio Management, Management, Real Estate Economics, Management Consulting, Entrepreneurship, New Business Development
Education
University of New Orleans
Finance
Cost Segregation Services, Inc. CSSI March 2012 - Present
Merrill Lynch June 1979 - October 2005
Skills
Financial Planning, Strategic Financial..., Investments, Business Development, Real Estate, Cash Flow, Analysis, Small Business, Strategy, Financial Analysis, Business Planning, Contract Negotiation, Strategic Planning, Due Diligence, Marketing, Asset Management, Portfolio Management, Management, Real Estate Economics, Management Consulting, Entrepreneurship, New Business Development
Education
University of New Orleans
Finance
Nick Tzavalas's Merrill Lynch Experience April 2013 - October 2013
Job Advisory Service Consultant at BTS Asset Management
Industry Investment Management
Experience
BTS Asset Management January 2015 - Present
Sigma Chi Fraternity June 2013 - June 2015
BTS Asset Management April 2014 - December 2014
Fidelity Investments November 2013 - February 2014
Merrill Lynch April 2013 - October 2013
Merrill Lynch May 2011 - April 2013
Sigma Chi Fraternity September 2010 - January 2013
Town Sports International June 2008 - September 2012
Skills
Leadership, Team Leadership, Investments, Social Media, Networking, Highly personable, Public Speaking, Fitness, Tennis, Business Intelligence, Social Networking, Financial Accounting, Team Building, Microsoft Excel, Economics, Microsoft Word, Financial Modeling, Financial Analysis, Financial Policies &..., Public Relations, Critical Thinking, Complex problem-solving, Judgement, Active listening, Market Research, Analysis, Business Decision Making, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.26
Central Catholic High School 2005 — 2009
BTS Asset Management January 2015 - Present
Sigma Chi Fraternity June 2013 - June 2015
BTS Asset Management April 2014 - December 2014
Fidelity Investments November 2013 - February 2014
Merrill Lynch April 2013 - October 2013
Merrill Lynch May 2011 - April 2013
Sigma Chi Fraternity September 2010 - January 2013
Town Sports International June 2008 - September 2012
Skills
Leadership, Team Leadership, Investments, Social Media, Networking, Highly personable, Public Speaking, Fitness, Tennis, Business Intelligence, Social Networking, Financial Accounting, Team Building, Microsoft Excel, Economics, Microsoft Word, Financial Modeling, Financial Analysis, Financial Policies &..., Public Relations, Critical Thinking, Complex problem-solving, Judgement, Active listening, Market Research, Analysis, Business Decision Making, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.26
Central Catholic High School 2005 — 2009
Austin Stephens's Merrill Lynch Experience October 1997 - Present
Job Managing Director Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1997 - Present
Education
UNC Chapel Hill 1993 — 1997
History
Merrill Lynch October 1997 - Present
Education
UNC Chapel Hill 1993 — 1997
History
Ryan Klapprodt's Merrill Lynch Experience June 2008 - August 2008
Job Syndicate Trade Support Analyst at Fidelity Capital Markets
Industry Investment Management
Experience
Fidelity Capital Markets March 2013 - Present
Fidelity Investments 2010 - Present
Bottomline Technologies September 2009 - October 2010
State Street June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Cisco Systems June 2007 - August 2007
MassMutual Financial Group June 2006 - August 2006
Skills
Financial Modeling, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, Equity Research, Equity Trading, PowerPoint, Valuation, Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelors of Science, Finance, Entrepreneurial Studies, Economics
Regents College 2008 — 2009
Bachelors, Finance, Economics
Fidelity Capital Markets March 2013 - Present
Fidelity Investments 2010 - Present
Bottomline Technologies September 2009 - October 2010
State Street June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Cisco Systems June 2007 - August 2007
MassMutual Financial Group June 2006 - August 2006
Skills
Financial Modeling, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, Equity Research, Equity Trading, PowerPoint, Valuation, Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelors of Science, Finance, Entrepreneurial Studies, Economics
Regents College 2008 — 2009
Bachelors, Finance, Economics
Douglas Scammell's Merrill Lynch Experience 1996 - May 1999
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Hold Brothers May 1999 - February 2011
Merrill Lynch 1996 - May 1999
Merrill Lynch 1995 - 1996
Education
University of New Hampshire 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
Business Admin, Finance, Psychology
Ameriprise Financial Services, Inc. April 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Hold Brothers May 1999 - February 2011
Merrill Lynch 1996 - May 1999
Merrill Lynch 1995 - 1996
Education
University of New Hampshire 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1994
Business Admin, Finance, Psychology
Cecilie Weckhorst's Merrill Lynch Experience August 2004 - August 2006
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2008 - Present
Merrill Lynch Private Banking & Investment Group August 2006 - June 2008
Merrill Lynch August 2004 - August 2006
Skills
Excel, Microsoft Office, Word, Customer Service, PowerPoint
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bacherlor's, Business Administration, Finance
Seljord Folkehogskole 1999 — 2000
Morgan Stanley Smith Barney June 2008 - Present
Merrill Lynch Private Banking & Investment Group August 2006 - June 2008
Merrill Lynch August 2004 - August 2006
Skills
Excel, Microsoft Office, Word, Customer Service, PowerPoint
Education
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bacherlor's, Business Administration, Finance
Seljord Folkehogskole 1999 — 2000
Michael Shaver's Merrill Lynch Experience January 1998 - July 2002
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
Merrill Lynch Wealth Management Division April 2011 - January 2015
Seeking Career Opportunity July 2010 - May 2011
Regions Financial Corporation April 2007 - November 2009
HomeBanc Mortgage August 2002 - April 2007
Merrill Lynch January 1998 - July 2002
Universal Forest Products November 1982 - December 1997
Skills
Mortgage Lending, Loans, Finance, Credit, Investments, Credit Analysis, Sales, Banking, Loan Origination, Financial Services, Retirement Planning, Management, Residential Mortgages, Financial Planning, Mortgage Banking, Strategic Planning
Education
University of North Carolina at Chapel Hill 1974 — 1978
BSBA, Business
Oppenheimer & Co. Inc. January 2015 - Present
Merrill Lynch Wealth Management Division April 2011 - January 2015
Seeking Career Opportunity July 2010 - May 2011
Regions Financial Corporation April 2007 - November 2009
HomeBanc Mortgage August 2002 - April 2007
Merrill Lynch January 1998 - July 2002
Universal Forest Products November 1982 - December 1997
Skills
Mortgage Lending, Loans, Finance, Credit, Investments, Credit Analysis, Sales, Banking, Loan Origination, Financial Services, Retirement Planning, Management, Residential Mortgages, Financial Planning, Mortgage Banking, Strategic Planning
Education
University of North Carolina at Chapel Hill 1974 — 1978
BSBA, Business
Gordon T. Greer's Merrill Lynch Experience 1977 - 1979
Job Vice President at Credit Suisse Securities (USA) LLC
Industry Investment Management
Experience
Credit Suisse 1984 - Present
Donaldson, Lufkin and Jenrette 1979 - 2000
Lehman Brothers 1979 - 1984
Merrill Lynch 1977 - 1979
Skills
Equities, Fixed Income, Strategic Planning, Business Strategy, Asset Management, Leadership, Investments, Entrepreneurship, Start-ups, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1975 — 1977
MBA
University of New Hampshire 1969 — 1973
BA, Psychology
Credit Suisse 1984 - Present
Donaldson, Lufkin and Jenrette 1979 - 2000
Lehman Brothers 1979 - 1984
Merrill Lynch 1977 - 1979
Skills
Equities, Fixed Income, Strategic Planning, Business Strategy, Asset Management, Leadership, Investments, Entrepreneurship, Start-ups, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1975 — 1977
MBA
University of New Hampshire 1969 — 1973
BA, Psychology
James G. Pat Paterson, Jr's Merrill Lynch Experience November 1982 - November 2002
Job First Vice Presidents Wealth Management at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc November 2002 - Present
Merrill Lynch November 1982 - November 2002
Education
University of North Carolina at Chapel Hill
UBS Financial Services, Inc November 2002 - Present
Merrill Lynch November 1982 - November 2002
Education
University of North Carolina at Chapel Hill
Anil Koraboina's Merrill Lynch Experience June 2006 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Skills
JavaScript, Requirements Analysis, Sahi, Enterprise Architecture, SDLC, Software Project..., Business Analysis, IT Strategy, Agile Methodologies, Vendor Management, SOA, Risk Management, Integration, Requirements Gathering, Financial Services, Test Planning, Fixed Income, Portfolio Management, Equities, Software Development
Education
University of New Haven 2005 — 2007
Masters, Computer Science
Merrill Lynch June 2006 - Present
Skills
JavaScript, Requirements Analysis, Sahi, Enterprise Architecture, SDLC, Software Project..., Business Analysis, IT Strategy, Agile Methodologies, Vendor Management, SOA, Risk Management, Integration, Requirements Gathering, Financial Services, Test Planning, Fixed Income, Portfolio Management, Equities, Software Development
Education
University of New Haven 2005 — 2007
Masters, Computer Science
Daniel Gottlieb's Merrill Lynch Experience April 1983 - April 2001
Job First Vice PresidentInvestments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Citi Smith Barney April 2001 - January 2009
Merrill Lynch April 1983 - April 2001
Certified Steel January 1980 - April 1983
Keystone Foods September 1978 - January 1980
ABC Television March 1978 - September 1978
Education
University of New Hampshire - Whittemore School of Business and Economics 1974 — 1978
Bachelor of Science (B.S.), Finance and Economics
UBS Financial Services January 2009 - Present
Citi Smith Barney April 2001 - January 2009
Merrill Lynch April 1983 - April 2001
Certified Steel January 1980 - April 1983
Keystone Foods September 1978 - January 1980
ABC Television March 1978 - September 1978
Education
University of New Hampshire - Whittemore School of Business and Economics 1974 — 1978
Bachelor of Science (B.S.), Finance and Economics
Bonnie Kresky's Merrill Lynch Experience 1983 - 1994
Job Senior Independent Representative at Silpada Designs Sterling Silver Jewelry
Industry Luxury Goods & Jewelry
Experience
Silpada Designs Sterling Silver Jewelry November 2007 - Present
Merrill Lynch 1983 - 1994
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1978 — 1982
BA, Economics
Silpada Designs Sterling Silver Jewelry November 2007 - Present
Merrill Lynch 1983 - 1994
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1978 — 1982
BA, Economics
Charu Saxena's Merrill Lynch Experience 1996 - 1997
Job Consultant: Educational and Economic Development
Industry Program Development
Experience
4ESolutions October 2007 - Present
Worldviewpoints.com 2007 - 2010
University of Southern Maine 2000 - 2005
Merrill Lynch 1996 - 1997
Skills
Teaching, Community Development, Program Development, Public Speaking, Grant Writing, Community Outreach, Nonprofits, Research, Program Management, Strategic Planning, Economic Development, Policy, Customer Service, Fundraising, Volunteer Management, Healthcare, Data Analysis, Global Studies..., Marginal Populations..., Global Single &..., Event Management, International Research, Leadership Development, Organizational..., Program Evaluation
Education
Muskie School of Public Service 2011 — 2011
Certificate of Graduate Study, Community Planning and Development, A
Maine, US. Highly Qualified Teaching Certification
Teaching Certification from Central Institute of Education, top teaching School in India
Bachelor of Education (B.Ed.), Math and Sciences
University of New Hampshire
MS, Computer Science
4ESolutions October 2007 - Present
Worldviewpoints.com 2007 - 2010
University of Southern Maine 2000 - 2005
Merrill Lynch 1996 - 1997
Skills
Teaching, Community Development, Program Development, Public Speaking, Grant Writing, Community Outreach, Nonprofits, Research, Program Management, Strategic Planning, Economic Development, Policy, Customer Service, Fundraising, Volunteer Management, Healthcare, Data Analysis, Global Studies..., Marginal Populations..., Global Single &..., Event Management, International Research, Leadership Development, Organizational..., Program Evaluation
Education
Muskie School of Public Service 2011 — 2011
Certificate of Graduate Study, Community Planning and Development, A
Maine, US. Highly Qualified Teaching Certification
Teaching Certification from Central Institute of Education, top teaching School in India
Bachelor of Education (B.Ed.), Math and Sciences
University of New Hampshire
MS, Computer Science
Adam Marcellus's Merrill Lynch Experience September 2012 - Present
Job Loomis Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company February 2015 - Present
Merrill Lynch September 2012 - Present
Trilogy Financial Services May 2011 - September 2012
SEI Investments July 2008 - April 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Business Administration: Management
Loomis, Sayles & Company February 2015 - Present
Merrill Lynch September 2012 - Present
Trilogy Financial Services May 2011 - September 2012
SEI Investments July 2008 - April 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Business Administration: Management
Alex B. Hargrove, Sr's Merrill Lynch Experience March 1977 - November 2002
Job First Vice President Weath Management at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc November 2002 - Present
Merrill Lynch March 1977 - November 2002
Education
University of North Carolina at Chapel Hill
UBS Financial Services, Inc November 2002 - Present
Merrill Lynch March 1977 - November 2002
Education
University of North Carolina at Chapel Hill
Mary Marshall Winn's Merrill Lynch Experience April 2007 - May 2008
Job CEO at Solving All The World's Problems After Solving Mine
Industry Think Tanks
Experience
Solving All The World's Problems After Solving Mine May 2012 - Present
Retired NC State History Professor September 2010 - April 2012
Chico's February 2010 - October 2010
Merrill Lynch April 2007 - May 2008
Carolina Capital Markets September 2003 - December 2005
Education
UNC Chapel Hill 1977 — 1981
Bachelor of Science, Business Administration
Solving All The World's Problems After Solving Mine May 2012 - Present
Retired NC State History Professor September 2010 - April 2012
Chico's February 2010 - October 2010
Merrill Lynch April 2007 - May 2008
Carolina Capital Markets September 2003 - December 2005
Education
UNC Chapel Hill 1977 — 1981
Bachelor of Science, Business Administration
Keith Belfi's Merrill Lynch Experience 1994 - Present
Job Structured Lending Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 1994 - Present
Education
University of North Carolina at Chapel Hill
Merrill Lynch 1994 - Present
Education
University of North Carolina at Chapel Hill
Luke Lynes's Merrill Lynch Experience May 2011 - August 2011
Job Business Analyst at IMAX
Industry Financial Services
Experience
IMAX June 2014 - Present
Sheehy Ford April 2010 - May 2014
Merrill Lynch May 2011 - August 2011
Edmonton Oilers Hockey Club September 2008 - December 2008
Skills
Microsoft Excel, Microsoft Word, Sales Process, Sales Prospecting, Financial Analysis, Financial Reporting, Corporate Finance, Time Management, Social Networking
Education
University of Waterloo 2013 — 2014
Master's of Management Science, Engineering
University of New Brunswick 2009 — 2013
Bachelor of Business Administration (BBA), Concentration in Finance
IMAX June 2014 - Present
Sheehy Ford April 2010 - May 2014
Merrill Lynch May 2011 - August 2011
Edmonton Oilers Hockey Club September 2008 - December 2008
Skills
Microsoft Excel, Microsoft Word, Sales Process, Sales Prospecting, Financial Analysis, Financial Reporting, Corporate Finance, Time Management, Social Networking
Education
University of Waterloo 2013 — 2014
Master's of Management Science, Engineering
University of New Brunswick 2009 — 2013
Bachelor of Business Administration (BBA), Concentration in Finance
Karl Hamlin's Merrill Lynch Experience August 2011 - December 2011
Job Financial Analyst at Pentair Aquatic Systems
Industry Electrical/Electronic Manufacturing
Experience
Pentair July 2013 - Present
Elauwit Networks June 2011 - April 2012
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Economics, DCF Valuation, Corporate Finance, Valuation, Bloomberg, Data Analysis, Microsoft Excel, Quantitative Analytics, Competitive Analysis, Market Research, Market Analysis, Financial Modeling, Leadership, Microsoft Office, PowerPoint, Public Speaking
Education
Duke University - The Fuqua School of Business 2012 — 2013
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Economics
Southeast Raleigh High School 2004 — 2008
Pentair July 2013 - Present
Elauwit Networks June 2011 - April 2012
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Economics, DCF Valuation, Corporate Finance, Valuation, Bloomberg, Data Analysis, Microsoft Excel, Quantitative Analytics, Competitive Analysis, Market Research, Market Analysis, Financial Modeling, Leadership, Microsoft Office, PowerPoint, Public Speaking
Education
Duke University - The Fuqua School of Business 2012 — 2013
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Economics
Southeast Raleigh High School 2004 — 2008
Sheree Kelley's Merrill Lynch Experience 1980 - 1989
Job Risk Management
Industry Utilities
Experience
Huntsville Utilities April 2012 - Present
Redstone Federal Credit Union February 2000 - July 2011
SouthBank 1998 - 2000
Colonial Bank 1998 - 1998
Coopers & Lybrand Consulting 1996 - 1998
Colonial Bank 1991 - 1996
Morgan Keegan 1989 - 1990
Merrill Lynch 1980 - 1989
Regions Bank 1978 - 1980
Skills
Financial Analysis, Budgeting, Risk Management, Financial Reporting, Internal Controls, Excel, Internal Audit, Cost Accounting, PowerPoint, Variance Analysis, Word, Financial Planning, Financial Management, Microsoft Office, Cash Management, Compliance, Accounts Payable, Cash Flow, Strategic Planning, Process Improvement, Team Building, Customer Service, Microsoft Excel, Banking, Finance, General Ledger, Budgets, Credit, Accounting, Managerial Finance, GAAP, Account Reconciliation, Strategic Financial..., Microsoft Word
Education
University of North Alabama 1974 — 1978
BS, Accounting and Management
Huntsville Utilities April 2012 - Present
Redstone Federal Credit Union February 2000 - July 2011
SouthBank 1998 - 2000
Colonial Bank 1998 - 1998
Coopers & Lybrand Consulting 1996 - 1998
Colonial Bank 1991 - 1996
Morgan Keegan 1989 - 1990
Merrill Lynch 1980 - 1989
Regions Bank 1978 - 1980
Skills
Financial Analysis, Budgeting, Risk Management, Financial Reporting, Internal Controls, Excel, Internal Audit, Cost Accounting, PowerPoint, Variance Analysis, Word, Financial Planning, Financial Management, Microsoft Office, Cash Management, Compliance, Accounts Payable, Cash Flow, Strategic Planning, Process Improvement, Team Building, Customer Service, Microsoft Excel, Banking, Finance, General Ledger, Budgets, Credit, Accounting, Managerial Finance, GAAP, Account Reconciliation, Strategic Financial..., Microsoft Word
Education
University of North Alabama 1974 — 1978
BS, Accounting and Management
Robin Williams's Merrill Lynch Experience November 2001 - November 2009
Job Managing Director and Reg. Trust Exec. at U.S. Trust
Industry Financial Services
Experience
U.S. Trust November 2009 - Present
Merrill Lynch November 2001 - November 2009
Fleet Financial Group, Inc. 1992 - 2000
Skills
Wealth Management
Education
New Hampshire College
MBA
Institute for Civic Leadership
Collaborative Leadership
University of New Hampshire
Bachelor of Science
U.S. Trust November 2009 - Present
Merrill Lynch November 2001 - November 2009
Fleet Financial Group, Inc. 1992 - 2000
Skills
Wealth Management
Education
New Hampshire College
MBA
Institute for Civic Leadership
Collaborative Leadership
University of New Hampshire
Bachelor of Science
Amrat Shah's Merrill Lynch Experience April 1976 - January 1979
Job Manager at Surya Enterprize LLc
Industry Real Estate
Experience
Surya Enterprize LLc August 1999 - Present
Colonial park motel Inc December 1987 - December 1999
Shearson American Express January 1979 - December 1987
Merrill Lynch April 1976 - January 1979
Skills
Invesments and Business..., Investment Properties, Financial Modeling, Business Strategy, Investments, Asset Managment, Property Management, Project Management, Management Consulting, New Business Development, Real Estate Transactions, Portfolio Management, Selling, Investors
Education
University of New Haven 1969 — 1974
Master of Business Administration (M.B.A.), Finance, General
University of New Haven 1969 — 1974
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Bombay 1963 — 1967
Bachelor of Applied Science (BASc), Chemistry
Surya Enterprize LLc August 1999 - Present
Colonial park motel Inc December 1987 - December 1999
Shearson American Express January 1979 - December 1987
Merrill Lynch April 1976 - January 1979
Skills
Invesments and Business..., Investment Properties, Financial Modeling, Business Strategy, Investments, Asset Managment, Property Management, Project Management, Management Consulting, New Business Development, Real Estate Transactions, Portfolio Management, Selling, Investors
Education
University of New Haven 1969 — 1974
Master of Business Administration (M.B.A.), Finance, General
University of New Haven 1969 — 1974
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Bombay 1963 — 1967
Bachelor of Applied Science (BASc), Chemistry
Cam Anderson's Merrill Lynch Experience September 2004 - May 2006
Job Director of Operations at FPR Partners
Industry Investment Management
Experience
FPR Partners July 2013 - Present
Cavalry Asset Management December 2006 - June 2013
Robert Half International / Accountemps August 2006 - November 2006
Merrill Lynch September 2004 - May 2006
Prescient Capital, LLC & WideOrbit, Inc. August 1999 - September 2004
Banc of America Securities May 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts (B.A.), English
FPR Partners July 2013 - Present
Cavalry Asset Management December 2006 - June 2013
Robert Half International / Accountemps August 2006 - November 2006
Merrill Lynch September 2004 - May 2006
Prescient Capital, LLC & WideOrbit, Inc. August 1999 - September 2004
Banc of America Securities May 1998 - July 1999
Education
University of North Carolina at Chapel Hill 1992 — 1996
Bachelor of Arts (B.A.), English
Megha Whiteman's Merrill Lynch Experience July 2005 - November 2007
Job Banking Professional
Industry Banking
Experience
Bank of America June 2013 - Present
Credit Suisse November 2007 - December 2012
Merrill Lynch July 2005 - November 2007
Skills
Capital Markets, Credit Risk
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science (BS), Business Administration and Economics
Bank of America June 2013 - Present
Credit Suisse November 2007 - December 2012
Merrill Lynch July 2005 - November 2007
Skills
Capital Markets, Credit Risk
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science (BS), Business Administration and Economics
mary covington's Merrill Lynch Experience August 2007 - Present
Job Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
Merrill Lynch August 2007 - Present
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
Clint Maxwell's Merrill Lynch Experience August 2011 - Present
Job VP, Sr Compliance Manager
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Skills
Series 7, General Securities..., Series 63, Uniform Securities Agent
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (BA), Dual Majors: Economics & Management in Society
Merrill Lynch August 2011 - Present
Skills
Series 7, General Securities..., Series 63, Uniform Securities Agent
Education
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (BA), Dual Majors: Economics & Management in Society
Darrell Strickland's Merrill Lynch Experience April 1995 - August 2005
Job Investment Adviser Representative
Industry Investment Management
Experience
Palmetto State Financial Advisors, LLC June 2011 - Present
Wachovia Securities Financial Network August 2005 - June 2011
Merrill Lynch April 1995 - August 2005
Bristol Bay Area Health Corporation July 1992 - October 1993
Skills
Customer Service, Strategic Planning, Team Building, Sales Management, Microsoft Office, Mobile Devices, Microsoft Excel, Sales, Negotiation, Marketing, Project Management, Marketing Strategy
Education
University of North Carolina at Chapel Hill 1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Palmetto State Financial Advisors, LLC June 2011 - Present
Wachovia Securities Financial Network August 2005 - June 2011
Merrill Lynch April 1995 - August 2005
Bristol Bay Area Health Corporation July 1992 - October 1993
Skills
Customer Service, Strategic Planning, Team Building, Sales Management, Microsoft Office, Mobile Devices, Microsoft Excel, Sales, Negotiation, Marketing, Project Management, Marketing Strategy
Education
University of North Carolina at Chapel Hill 1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Cannon Allen's Merrill Lynch Experience June 2014 - Present
Job GWIM Operations Representative at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Southern Season February 2014 - June 2014
Southern Season September 2013 - February 2014
Skills
Public Speaking
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (BS), Mathematics and Linguistics
Merrill Lynch June 2014 - Present
Southern Season February 2014 - June 2014
Southern Season September 2013 - February 2014
Skills
Public Speaking
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (BS), Mathematics and Linguistics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank