Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Vy P. Nguyen Vy P. Nguyen's Merrill Lynch Experience September 2012 - November 2013
Job Lead Data Analyst at Direct ChassisLink Inc.
Industry Financial Services
Experience
Direct ChassisLink Inc. June 2015 - Present
Direct ChassisLink Inc. November 2013 - June 2015
Merrill Lynch September 2012 - November 2013
TIAA-CREF June 2011 - February 2012
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Analysis, Investments, Financial Analysis, Financial Statements, Finance, Equities, Management, Financial Services, Tax, Accounting, Income Tax, Financial Reporting
Education
University of North Carolina at Charlotte
Master of Business Administration (MBA), Business Analytics
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science (B.S.), Accounting
Direct ChassisLink Inc. June 2015 - Present
Direct ChassisLink Inc. November 2013 - June 2015
Merrill Lynch September 2012 - November 2013
TIAA-CREF June 2011 - February 2012
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Analysis, Investments, Financial Analysis, Financial Statements, Finance, Equities, Management, Financial Services, Tax, Accounting, Income Tax, Financial Reporting
Education
University of North Carolina at Charlotte
Master of Business Administration (MBA), Business Analytics
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Science (B.S.), Accounting
Kevin D Smallwood Kevin D Smallwood's Merrill Lynch Experience 2003 - 2006
Job Smallwood Financial Group
Industry Financial Services
Experience
Smallwood Financial Group May 2006 - Present
Merrill Lynch 2003 - 2006
Wachovia, A Wells Fargo Company February 1997 - September 2003
Skills
Employee Benefits, HRIS, Workers Compensation, Management, Payroll, Risk Management, Insurance, Time Management, Consulting, Human Resources, 401k, Health Insurance, Public Speaking, Retirement, Leadership, Sales
Education
University of North Carolina at Charlotte 1994 — 1996
Bachelor of Arts, History
Smallwood Financial Group May 2006 - Present
Merrill Lynch 2003 - 2006
Wachovia, A Wells Fargo Company February 1997 - September 2003
Skills
Employee Benefits, HRIS, Workers Compensation, Management, Payroll, Risk Management, Insurance, Time Management, Consulting, Human Resources, 401k, Health Insurance, Public Speaking, Retirement, Leadership, Sales
Education
University of North Carolina at Charlotte 1994 — 1996
Bachelor of Arts, History
Fahad Firdausi Fahad Firdausi's Merrill Lynch Experience February 2006 - January 2007
Job Founder, WordBiLLY.com | & Snap Webdesign
Industry Design
Experience
Snap Design November 2014 - Present
stealth real estate tech start up July 2014 - Present
WordBiLLY.com December 2011 - Present
Citco Fund Services July 2013 - May 2014
Cerium Capital, LLC October 2010 - December 2011
DealOnMyMeal.com January 2010 - January 2011
Bank of America February 2007 - September 2009
Merrill Lynch February 2006 - January 2007
Skills
Equities, Investments, Portfolio Management, Securities, Wealth Management, Bloomberg, Mutual Funds, Investment Banking, Alternative Investments, Business Development, Trading, Derivatives, Insurance, Capital Markets, Series 7, Due Diligence, Fixed Income, Hedge Funds, Finance, Valuation, Start-ups, Marketing, Leadership, Entrepreneurship, Team Management
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelors of Science - Finance, Minor - Mathematics, Computer Science, Entrepreneurship, Data Analytics
New York Institute of Technology
Bachelors of Science, Business Administration - Management Information Systems
Snap Design November 2014 - Present
stealth real estate tech start up July 2014 - Present
WordBiLLY.com December 2011 - Present
Citco Fund Services July 2013 - May 2014
Cerium Capital, LLC October 2010 - December 2011
DealOnMyMeal.com January 2010 - January 2011
Bank of America February 2007 - September 2009
Merrill Lynch February 2006 - January 2007
Skills
Equities, Investments, Portfolio Management, Securities, Wealth Management, Bloomberg, Mutual Funds, Investment Banking, Alternative Investments, Business Development, Trading, Derivatives, Insurance, Capital Markets, Series 7, Due Diligence, Fixed Income, Hedge Funds, Finance, Valuation, Start-ups, Marketing, Leadership, Entrepreneurship, Team Management
Education
University of North Carolina at Charlotte 2009 — 2013
Bachelors of Science - Finance, Minor - Mathematics, Computer Science, Entrepreneurship, Data Analytics
New York Institute of Technology
Bachelors of Science, Business Administration - Management Information Systems
Shy Donaldson Shy Donaldson's Merrill Lynch Experience August 1998 - July 2002
Job Sales Rep at Stryker Communications
Industry Medical Devices
Experience
Stryker Communications February 2007 - Present
Compass Bank December 2003 - February 2007
Cendant Mortgage July 2003 - December 2003
SouthTrust Bank July 2002 - July 2003
Merrill Lynch August 1998 - July 2002
Education
University of North Carolina at Wilmington 1990 — 1995
Marketing
Stryker Communications February 2007 - Present
Compass Bank December 2003 - February 2007
Cendant Mortgage July 2003 - December 2003
SouthTrust Bank July 2002 - July 2003
Merrill Lynch August 1998 - July 2002
Education
University of North Carolina at Wilmington 1990 — 1995
Marketing
Robert Timmons, CFP®'s Merrill Lynch Experience July 2006 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2006 - Present
CitiStreet November 2004 - June 2006
Deutsche Bank Alex.Brown October 2003 - November 2004
Skills
Certified Financial..., Wealth Management, Comprehensive Financial..., Portfolio Management, Equities, Fixed Income, Cash Management, Private Banking, Series 7, Series 63, Series 65, Asset Allocation, Financial Goals
Education
Georgetown University CPD 2005 — 2006
Financial Planning
University of North Carolina at Greensboro 1997 — 2000
BS, Economics
Merrill Lynch July 2006 - Present
CitiStreet November 2004 - June 2006
Deutsche Bank Alex.Brown October 2003 - November 2004
Skills
Certified Financial..., Wealth Management, Comprehensive Financial..., Portfolio Management, Equities, Fixed Income, Cash Management, Private Banking, Series 7, Series 63, Series 65, Asset Allocation, Financial Goals
Education
Georgetown University CPD 2005 — 2006
Financial Planning
University of North Carolina at Greensboro 1997 — 2000
BS, Economics
Cameron Chambers Cameron Chambers's Merrill Lynch Experience October 2012 - December 2013
Job Analyst Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management January 2014 - Present
Merrill Lynch October 2012 - December 2013
IronGate Partners, Inc. August 2012 - October 2012
UNC Wilmington Men's Basketball June 2008 - May 2012
Skills
Series 7, Wealth Management, Mutual Funds, Equities, Strategic Financial..., Due Diligence, Investment Management, Finance, Economics, Analysis
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science (BS), Business Administration, Finance
Blair Academy 2007 — 2008
Durham Academy 1994 — 2007
Babson Capital Management January 2014 - Present
Merrill Lynch October 2012 - December 2013
IronGate Partners, Inc. August 2012 - October 2012
UNC Wilmington Men's Basketball June 2008 - May 2012
Skills
Series 7, Wealth Management, Mutual Funds, Equities, Strategic Financial..., Due Diligence, Investment Management, Finance, Economics, Analysis
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science (BS), Business Administration, Finance
Blair Academy 2007 — 2008
Durham Academy 1994 — 2007
Mesa Kaplon's Merrill Lynch Experience February 2002 - August 2006
Job New Business Coordinator
Industry Financial Services
Experience
HF Financial June 2015 - Present
Crump Life Insurance Services February 2010 - November 2014
Bank of America January 2008 - February 2010
Highland Capital Brokerage August 2006 - November 2007
Merrill Lynch February 2002 - August 2006
New England Financial June 1977 - February 2002
Skills
Life Insurance Sales,..., Operations Management, Performance Management, Strategic Planning, Long Term Care Insurance, Process Improvement, Recruiting, Training, Life Insurance, New Business Development, Long-term Care, Time Management, Disability Insurance, Term Life Insurance, Coaching, Business Process..., Leadership Development, Microsoft Excel, Relationship Management, Sales, Underwriting, Insurance, Management, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Customer Service, Series 63, Series 6, Fixed Annuities, Retirement, Health Insurance, Estate Planning
Education
UNCC
History
HF Financial June 2015 - Present
Crump Life Insurance Services February 2010 - November 2014
Bank of America January 2008 - February 2010
Highland Capital Brokerage August 2006 - November 2007
Merrill Lynch February 2002 - August 2006
New England Financial June 1977 - February 2002
Skills
Life Insurance Sales,..., Operations Management, Performance Management, Strategic Planning, Long Term Care Insurance, Process Improvement, Recruiting, Training, Life Insurance, New Business Development, Long-term Care, Time Management, Disability Insurance, Term Life Insurance, Coaching, Business Process..., Leadership Development, Microsoft Excel, Relationship Management, Sales, Underwriting, Insurance, Management, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Customer Service, Series 63, Series 6, Fixed Annuities, Retirement, Health Insurance, Estate Planning
Education
UNCC
History
Anirudh Ravunniarath, CAIA's Merrill Lynch Experience April 2010 - December 2012
Job Client Development Financial Institutions at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. January 2013 - Present
Merrill Lynch April 2010 - December 2012
BlackRock June 2006 - April 2010
Skills
Private Equity, Equities, Asset Allocation, Hedge Funds, Management, Business Development, Alternative Investments, Due Diligence, Investments, Fixed Income, Portfolio Management, Investment Strategies
Education
University of North Carolina at Charlotte
B.S.B.A, Finance & Economics
Carlson Capital, L.P. January 2013 - Present
Merrill Lynch April 2010 - December 2012
BlackRock June 2006 - April 2010
Skills
Private Equity, Equities, Asset Allocation, Hedge Funds, Management, Business Development, Alternative Investments, Due Diligence, Investments, Fixed Income, Portfolio Management, Investment Strategies
Education
University of North Carolina at Charlotte
B.S.B.A, Finance & Economics
Ali Lopez Ali Lopez's Merrill Lynch Experience September 2013 - Present
Job Traffic Manager at CBS Radio
Industry Marketing and Advertising
Experience
Beasley Broadcast Group October 2014 - Present
Merrill Lynch September 2013 - Present
CBS Radio January 2012 - September 2014
CBS Radio September 2008 - January 2012
The Ghazi Company February 2011 - November 2011
Renfrew Center April 2008 - March 2011
CBS Radio June 2008 - August 2008
Skills
Radio Promotions, Social Media, Radio, Event Planning, Advertising, Social Networking, Event Management, Social Media Marketing, Radio Advertising, Marketing Communications, Microsoft Office, Public Relations, Budgets, Broadcast, Blogging, Marketing, Radio Broadcasting
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
BSBA, Marketing & Management
Beasley Broadcast Group October 2014 - Present
Merrill Lynch September 2013 - Present
CBS Radio January 2012 - September 2014
CBS Radio September 2008 - January 2012
The Ghazi Company February 2011 - November 2011
Renfrew Center April 2008 - March 2011
CBS Radio June 2008 - August 2008
Skills
Radio Promotions, Social Media, Radio, Event Planning, Advertising, Social Networking, Event Management, Social Media Marketing, Radio Advertising, Marketing Communications, Microsoft Office, Public Relations, Budgets, Broadcast, Blogging, Marketing, Radio Broadcasting
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2009
BSBA, Marketing & Management
Cameron McIntosh's Merrill Lynch Experience January 2010 - April 2011
Job Research Analyst at MPF Research
Industry Financial Services
Experience
MPF Research June 2015 - Present
Fidelity Investments February 2014 - June 2015
Robert Glenn and Associates July 2012 - May 2013
Merrill Lynch January 2010 - April 2011
Skills
Financial Analysis, Econometrics, Microsoft Excel, Research, Investments, Economics, Finance, Real Estate Research, Excellent communication..., Time..., Strong listening and...
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's Degree, Finance and Economics, Final GPA 3.6
MPF Research June 2015 - Present
Fidelity Investments February 2014 - June 2015
Robert Glenn and Associates July 2012 - May 2013
Merrill Lynch January 2010 - April 2011
Skills
Financial Analysis, Econometrics, Microsoft Excel, Research, Investments, Economics, Finance, Real Estate Research, Excellent communication..., Time..., Strong listening and...
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor's Degree, Finance and Economics, Final GPA 3.6
Robert P. Morrow III Robert P. Morrow III's Merrill Lynch Experience 1982 - 1990
Job Founder, INFLECTION POINT CONSULTING
Industry Professional Training & Coaching
Experience
INFLECTION POINT CONSULTING January 2012 - Present
Table Rock Capital 2006 - 2010
Woodberry Forest School 2001 - 2002
Bank of America 1990 - 2000
Merrill Lynch 1982 - 1990
Wells Fargo 1972 - 1982
Skills
Capital, Finance, Private Equity
Education
Columbia Business School : External Coaching Intensive Certification
Harvard Business School : Program for Managerial Development
Stanford University : Graduate School of Credit and Financial Management
University of North Carolina at Chapel Hill
Woodberry Forest School, Virginia
INFLECTION POINT CONSULTING January 2012 - Present
Table Rock Capital 2006 - 2010
Woodberry Forest School 2001 - 2002
Bank of America 1990 - 2000
Merrill Lynch 1982 - 1990
Wells Fargo 1972 - 1982
Skills
Capital, Finance, Private Equity
Education
Columbia Business School : External Coaching Intensive Certification
Harvard Business School : Program for Managerial Development
Stanford University : Graduate School of Credit and Financial Management
University of North Carolina at Chapel Hill
Woodberry Forest School, Virginia
Victoria Hughes Victoria Hughes's Merrill Lynch Experience July 2012 - August 2012
Job Sales and Trading Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
UNC Applied Math Fluids Lab June 2009 - May 2013
Merrill Lynch July 2012 - August 2012
RiverBanc LLC August 2011 - August 2011
Waterstone Asset Management July 2010 - August 2010
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Customer Service, Retail, Social Media, Fixed Income, Finance, Portfolio Management, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Economics
Morgan Stanley June 2013 - Present
UNC Applied Math Fluids Lab June 2009 - May 2013
Merrill Lynch July 2012 - August 2012
RiverBanc LLC August 2011 - August 2011
Waterstone Asset Management July 2010 - August 2010
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Customer Service, Retail, Social Media, Fixed Income, Finance, Portfolio Management, PowerPoint
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's degree, Economics
Sarah Ellen (Henderson) Lacke Sarah Ellen (Henderson) Lacke's Merrill Lynch Experience November 2008 - August 2010
Job Real Estate Agent at Carolina One Real Estate
Industry Real Estate
Experience
Carolina One Real Estate January 2013 - Present
Raymond James/ Morgan Keegan and Co, Inc May 2012 - January 2013
Rewined Candles October 2011 - April 2012
Robert W. Baird & Co. August 2010 - August 2011
Merrill Lynch November 2008 - August 2010
Evergreen Investments March 2007 - June 2008
Skills
Sales, Real Estate, Customer Service, Marketing Communications, Series 63, Negotiation, Selling, Asset Management, Budgets, Credit, Financial Analysis, Financial Modeling, Financial Services, Investments, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Securities, Series 7, Social Media Marketing, Strategic Planning, Wealth Management, Marketing, Asset Managment, Valuation, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2002 — 2004
Bachelor, Communications
Clemson University 2000 — 2002
Carolina One Real Estate January 2013 - Present
Raymond James/ Morgan Keegan and Co, Inc May 2012 - January 2013
Rewined Candles October 2011 - April 2012
Robert W. Baird & Co. August 2010 - August 2011
Merrill Lynch November 2008 - August 2010
Evergreen Investments March 2007 - June 2008
Skills
Sales, Real Estate, Customer Service, Marketing Communications, Series 63, Negotiation, Selling, Asset Management, Budgets, Credit, Financial Analysis, Financial Modeling, Financial Services, Investments, Marketing Strategy, Mutual Funds, New Business Development, Portfolio Management, Securities, Series 7, Social Media Marketing, Strategic Planning, Wealth Management, Marketing, Asset Managment, Valuation, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2002 — 2004
Bachelor, Communications
Clemson University 2000 — 2002
Rohit Bulchandani's Merrill Lynch Experience June 2012 - August 2012
Job Bhangra Manager at Natya Academy
Industry Marketing and Advertising
Experience
Natya Academy August 2011 - Present
Enterprise Rent-A-Car May 2014 - December 2014
Institute for Defense and Business February 2014 - May 2014
Bunbury Custom Clothiers June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Howard Uniform Company May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, Marketing, Leadership, Strategic Planning, Public Speaking, PowerPoint, Research
Education
University of North Carolina at Chapel Hill 2011 — 2015
Communication and Media Studies, Senior
Natya Academy August 2011 - Present
Enterprise Rent-A-Car May 2014 - December 2014
Institute for Defense and Business February 2014 - May 2014
Bunbury Custom Clothiers June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Howard Uniform Company May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, Marketing, Leadership, Strategic Planning, Public Speaking, PowerPoint, Research
Education
University of North Carolina at Chapel Hill 2011 — 2015
Communication and Media Studies, Senior
Rick Ferretti Rick Ferretti's Merrill Lynch Experience January 2000 - June 2002
Job Partner at Ascendo Resources
Industry Staffing and Recruiting
Experience
Ascendo Resources October 2013 - Present
Ascendo Resources October 2013 - September 2015
Talent Bridge June 2011 - October 2013
Employment Screening Services June 2010 - June 2011
InterDyn - Artis October 2009 - June 2010
CPI Security June 2007 - August 2009
CPI Security June 2005 - November 2007
Wachovia Securities January 2002 - June 2005
Merrill Lynch January 2000 - June 2002
Skills
Sales Management, Salesforce Training, Sales Rep Training, Sales Leadership..., Sales & Marketing..., Sales Prospecting, Time Management, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Educational Leadership, Situational Leadership, Hands-on Training, Salesforce.com, Sales Process, Sales, New Business Development, Business Development, Recruiting, Temporary Staffing, Staffing Services, Executive Staffing, Account Management, Management, Applicant Tracking..., Talent Acquisition, Human Resources, College Recruiting, Technical Recruiting, Hiring, Team Building, Internet Recruiting, Performance Management, Sales Presentations, Customer Service, Employee Benefits, Building Relationships, Sales Operations, Employee Relations, Selling Skills, Coaching, Temporary Placement, Training, Cold Calling, Contract Recruitment, Direct Sales, CRM, Selling, Customer Retention
Education
University of North Carolina at Charlotte 2010 — 2012
Strategic Leadership
University of North Carolina at Charlotte 1994 — 1998
Communications
Ascendo Resources October 2013 - Present
Ascendo Resources October 2013 - September 2015
Talent Bridge June 2011 - October 2013
Employment Screening Services June 2010 - June 2011
InterDyn - Artis October 2009 - June 2010
CPI Security June 2007 - August 2009
CPI Security June 2005 - November 2007
Wachovia Securities January 2002 - June 2005
Merrill Lynch January 2000 - June 2002
Skills
Sales Management, Salesforce Training, Sales Rep Training, Sales Leadership..., Sales & Marketing..., Sales Prospecting, Time Management, Leadership, Team Leadership, Leadership Development, Strategic Leadership, Educational Leadership, Situational Leadership, Hands-on Training, Salesforce.com, Sales Process, Sales, New Business Development, Business Development, Recruiting, Temporary Staffing, Staffing Services, Executive Staffing, Account Management, Management, Applicant Tracking..., Talent Acquisition, Human Resources, College Recruiting, Technical Recruiting, Hiring, Team Building, Internet Recruiting, Performance Management, Sales Presentations, Customer Service, Employee Benefits, Building Relationships, Sales Operations, Employee Relations, Selling Skills, Coaching, Temporary Placement, Training, Cold Calling, Contract Recruitment, Direct Sales, CRM, Selling, Customer Retention
Education
University of North Carolina at Charlotte 2010 — 2012
Strategic Leadership
University of North Carolina at Charlotte 1994 — 1998
Communications
Lilly Hughes Lilly Hughes's Merrill Lynch Experience May 2010 - August 2010
Job Corporate Treasury Finance Analyst at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
Bank of America July 2012 - October 2013
Bank of America June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Cost Allocation, Financial Analysis, Leadership, Microsoft Excel, Finance, Expense Allocation, Financial Reporting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science in Business Administration
Mountain Heritage High School 2004 — 2008
Bank of America October 2013 - Present
Bank of America July 2012 - October 2013
Bank of America June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Cost Allocation, Financial Analysis, Leadership, Microsoft Excel, Finance, Expense Allocation, Financial Reporting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science in Business Administration
Mountain Heritage High School 2004 — 2008
Josh Cochran, CFA's Merrill Lynch Experience June 2008 - June 2011
Job Associate Wealth Management Advisor at Fifth Third Investment Advisors
Industry Investment Management
Experience
Fifth Third Bank March 2014 - Present
Ned Davis Research September 2013 - February 2014
Merrill Lynch - Private Banking & Investment Group June 2011 - August 2013
Merrill Lynch June 2008 - June 2011
Merrill Lynch February 2008 - May 2008
Skills
Bloomberg, Private Banking, Investment Management, Investment Strategies, Asset Allocation, Investment Advisory, Alternative Investments, Private Equity, Hedge Funds, Commodity Markets, Derivatives, Securities, Quantitative Analytics, Capital Markets, Financial Markets, Options, Investment Banking, Finance, Economics, Bonds, Trading, ETFs, Wealth Management..., Financial Advisory, FINRA, Financial Services, Equity Valuation
Education
University of North Carolina at Greensboro
B.S., Finance
Fifth Third Bank March 2014 - Present
Ned Davis Research September 2013 - February 2014
Merrill Lynch - Private Banking & Investment Group June 2011 - August 2013
Merrill Lynch June 2008 - June 2011
Merrill Lynch February 2008 - May 2008
Skills
Bloomberg, Private Banking, Investment Management, Investment Strategies, Asset Allocation, Investment Advisory, Alternative Investments, Private Equity, Hedge Funds, Commodity Markets, Derivatives, Securities, Quantitative Analytics, Capital Markets, Financial Markets, Options, Investment Banking, Finance, Economics, Bonds, Trading, ETFs, Wealth Management..., Financial Advisory, FINRA, Financial Services, Equity Valuation
Education
University of North Carolina at Greensboro
B.S., Finance
Michelle Byers, SHRM-CP Michelle Byers, SHRM-CP's Merrill Lynch Experience May 1994 - December 1994
Job Sr. Human Resources Business Partner at St. Luke's Health System
Industry Human Resources
Experience
St. Luke's Health System June 2013 - Present
St. Luke's Health System March 2012 - June 2013
Michelle Byers Human Resources Consulting September 2011 - March 2012
Rocky Mountain Bank June 2007 - September 2011
St. John's Medical Center May 2005 - May 2007
St. John's Medical Center December 2003 - May 2005
Bank of America April 1997 - October 2004
Chase Manhattan Bank February 1995 - January 1997
GE Capital Aviation Services (GECAS) January 1995 - February 1995
Merrill Lynch May 1994 - December 1994
Skills
Relationship Management, Succession Planning, Talent Management, Strategic Planning, Project Management, Organizational Structure, Compensation Structures, Change Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Human Resources, Building Business..., Recruiting, Compensation Strategies, Talent Developer, Performance Management, Training, Employee Benefits, Leadership, Employee Relations, Management, Leadership Development, Workforce Planning, Organizational..., Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science (B.S.), Business Administration
St. Luke's Health System June 2013 - Present
St. Luke's Health System March 2012 - June 2013
Michelle Byers Human Resources Consulting September 2011 - March 2012
Rocky Mountain Bank June 2007 - September 2011
St. John's Medical Center May 2005 - May 2007
St. John's Medical Center December 2003 - May 2005
Bank of America April 1997 - October 2004
Chase Manhattan Bank February 1995 - January 1997
GE Capital Aviation Services (GECAS) January 1995 - February 1995
Merrill Lynch May 1994 - December 1994
Skills
Relationship Management, Succession Planning, Talent Management, Strategic Planning, Project Management, Organizational Structure, Compensation Structures, Change Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Human Resources, Building Business..., Recruiting, Compensation Strategies, Talent Developer, Performance Management, Training, Employee Benefits, Leadership, Employee Relations, Management, Leadership Development, Workforce Planning, Organizational..., Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science (B.S.), Business Administration
Gabriela Phillips Gabriela Phillips's Merrill Lynch Experience August 2015 - Present
Job Client Associate
Industry Investment Management
Experience
Merrill Lynch August 2015 - Present
WERS 88.9 FM January 2014 - May 2014
Raleigh Parks and Recreation June 2013 - August 2013
Kerr Drug 2011 - 2012
Skills
Bilingual-English/Spanis..., Filing, Cashiering, Team-oriented, Multi-line Phone, Microsoft Office, Telephone Skills, Customer Satisfaction, Data Entry, German, Adventure Travel, Russian, Teamwork, Travel Planning, Critical Thinking, Chess, Microsoft Word, Spanish, PowerPoint
Education
University of North Carolina at Charlotte 2013 — 2017
Political Science, Political Science and Government
Merrill Lynch August 2015 - Present
WERS 88.9 FM January 2014 - May 2014
Raleigh Parks and Recreation June 2013 - August 2013
Kerr Drug 2011 - 2012
Skills
Bilingual-English/Spanis..., Filing, Cashiering, Team-oriented, Multi-line Phone, Microsoft Office, Telephone Skills, Customer Satisfaction, Data Entry, German, Adventure Travel, Russian, Teamwork, Travel Planning, Critical Thinking, Chess, Microsoft Word, Spanish, PowerPoint
Education
University of North Carolina at Charlotte 2013 — 2017
Political Science, Political Science and Government
Jamie Pacala Jamie Pacala's Merrill Lynch Experience 2012 - August 2015
Job Associate at Rockwood Capital
Industry Real Estate
Experience
Rockwood Capital September 2015 - Present
Merrill Lynch 2012 - August 2015
UNC Kenan-Flagler Business School June 2010 - November 2012
Bank of America Merrill Lynch June 2011 - August 2011
James G. Davis Construction July 2007 - June 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Real Estate, Finance
Vanderbilt University 2003 — 2007
Engineering
Rockwood Capital September 2015 - Present
Merrill Lynch 2012 - August 2015
UNC Kenan-Flagler Business School June 2010 - November 2012
Bank of America Merrill Lynch June 2011 - August 2011
James G. Davis Construction July 2007 - June 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Real Estate, Finance
Vanderbilt University 2003 — 2007
Engineering
Ramon Leon Ramon Leon's Merrill Lynch Experience September 2007 - February 2009
Job / Happily Retired and looking to serve in Board of Directors in the USA
Industry Financial Services
Experience
Looking for opportunities to serve on Board of Directors in the USA/ Happily Retired January 2012 - Present
Trinidad & Tobago International Financial Center (TTIFC) March 2010 - July 2011
Merrill Lynch September 2007 - February 2009
MicroVest 2007 - 2007
Deutsche Bank April 2004 - June 2005
WestdeutscheLandesBank (West LB) December 1992 - November 2002
Continental Bank 1988 - 1992
First Republic Bank -Texas 1984 - 1988
NationsBank 1977 - 1984
Deloitte & Touche 1976 - 1977
Skills
Investment Banking, Capital Markets, Corporate Finance, Finance, Banking, Structured Finance, Credit Risk, Fixed Income, Investments, Strategy, International Business, Financial Structuring, Credit, Restructuring, Financial Services, Spanish, Commercial Banking, Trade Finance, International Trade, Management Consulting, Risk Management, Latin America, Start-ups, Business Development, Cross-functional Team..., Wealth Management, Debt Restructuring, Securitization, Structured Products, Product Management, Brazilian Portuguese, Loans, International Management, Strategic Consulting, Foreign Languages, Wholesale Banking, Strategic Thinking, Market Development, country risk analysis, Debt Markets, Debt Structuring, Credit Portfolio..., Language Skills, Developing Countries, Customer Relations, Structuring, Project Execution, Latin American Studies, Economic Development, Reverse Investment
Education
University of South Carolina - The Moore School of Business 1975 — 1977
Masters, International Business
University of North Carolina at Charlotte 1968 — 1972
BA, History and Spanish
Looking for opportunities to serve on Board of Directors in the USA/ Happily Retired January 2012 - Present
Trinidad & Tobago International Financial Center (TTIFC) March 2010 - July 2011
Merrill Lynch September 2007 - February 2009
MicroVest 2007 - 2007
Deutsche Bank April 2004 - June 2005
WestdeutscheLandesBank (West LB) December 1992 - November 2002
Continental Bank 1988 - 1992
First Republic Bank -Texas 1984 - 1988
NationsBank 1977 - 1984
Deloitte & Touche 1976 - 1977
Skills
Investment Banking, Capital Markets, Corporate Finance, Finance, Banking, Structured Finance, Credit Risk, Fixed Income, Investments, Strategy, International Business, Financial Structuring, Credit, Restructuring, Financial Services, Spanish, Commercial Banking, Trade Finance, International Trade, Management Consulting, Risk Management, Latin America, Start-ups, Business Development, Cross-functional Team..., Wealth Management, Debt Restructuring, Securitization, Structured Products, Product Management, Brazilian Portuguese, Loans, International Management, Strategic Consulting, Foreign Languages, Wholesale Banking, Strategic Thinking, Market Development, country risk analysis, Debt Markets, Debt Structuring, Credit Portfolio..., Language Skills, Developing Countries, Customer Relations, Structuring, Project Execution, Latin American Studies, Economic Development, Reverse Investment
Education
University of South Carolina - The Moore School of Business 1975 — 1977
Masters, International Business
University of North Carolina at Charlotte 1968 — 1972
BA, History and Spanish
Esther Lee, CPA CISA Esther Lee, CPA CISA's Merrill Lynch Experience 2011 - 2015
Job IT Audit Manager 2 at SunTrust
Industry Banking
Experience
SunTrust 2015 - Present
Merrill Lynch 2011 - 2015
The Vanguard Group 2008 - 2011
Wachovia 2004 - 2008
Grant Thornton 2002 - 2003
Arthur Andersen 2001 - 2002
Skills
Sarbanes-Oxley Act, Internal Audit, IT Audit, CISA, Auditing, Retirement Planning, Investment Strategies, Wealth Management, Special Needs Trusts, Accounting, Strategic Planning, Business Development, Risk Management, Building Relationships, Charitable Remainder..., Sarbanes-Oxley, Enterprise Risk..., Operational Risk, Finance, Financial Services, Financial Analysis, Financial Risk, Leadership, Strategic Financial..., Banking, Internal Controls, Management, Process Improvement, Business Analysis, Financial Reporting, Investments, Portfolio Management, Consulting, Operational Risk...
Education
University of North Carolina at Wilmington 2000 — 2001
Master of Science, Accounting, 3.619
University of North Carolina at Wilmington 1997 — 2000
Bachelor of Science (B.S.), Accountancy, 3.925
SunTrust 2015 - Present
Merrill Lynch 2011 - 2015
The Vanguard Group 2008 - 2011
Wachovia 2004 - 2008
Grant Thornton 2002 - 2003
Arthur Andersen 2001 - 2002
Skills
Sarbanes-Oxley Act, Internal Audit, IT Audit, CISA, Auditing, Retirement Planning, Investment Strategies, Wealth Management, Special Needs Trusts, Accounting, Strategic Planning, Business Development, Risk Management, Building Relationships, Charitable Remainder..., Sarbanes-Oxley, Enterprise Risk..., Operational Risk, Finance, Financial Services, Financial Analysis, Financial Risk, Leadership, Strategic Financial..., Banking, Internal Controls, Management, Process Improvement, Business Analysis, Financial Reporting, Investments, Portfolio Management, Consulting, Operational Risk...
Education
University of North Carolina at Wilmington 2000 — 2001
Master of Science, Accounting, 3.619
University of North Carolina at Wilmington 1997 — 2000
Bachelor of Science (B.S.), Accountancy, 3.925
Varnell Bien-Aime` Varnell Bien-Aime`'s Merrill Lynch Experience July 2013 - February 2014
Job Financial Professional at HF Financial
Industry Banking
Experience
HF Financial March 2014 - Present
Merrill Lynch July 2013 - February 2014
Bank of America December 2010 - July 2013
Charlotte Crossovers 2008 - 2009
Noema Records 2007 - 2008
C.O.G.I.C. 2004 - 2006
C.O.G.I.C. 2004 - 2006
100 Black Men of America 2000 - 2001
100 Black Men of America 2000 - 2001
Skills
Finance, Insurance, Financial Services, Mortgage Lending, Loans, Banking, Marketing, Credit, Investments, Customer Service, Budgets, Credit Analysis, Loan Origination, Commercial Lending, Sandler Sales Training, Time Management, Small Business Lending, Consulting, Project Planning, Special Needs Planning, Workshop Facilitation, Mortgage Modification, Sales, Public Speaking, Management, Forex, Leadership, Microsoft Office, Strategic Planning, Risk Management
Education
Andersonville Theological Seminary
Bachelor's Degree, Ministry
UNC Charlotte
HF Financial March 2014 - Present
Merrill Lynch July 2013 - February 2014
Bank of America December 2010 - July 2013
Charlotte Crossovers 2008 - 2009
Noema Records 2007 - 2008
C.O.G.I.C. 2004 - 2006
C.O.G.I.C. 2004 - 2006
100 Black Men of America 2000 - 2001
100 Black Men of America 2000 - 2001
Skills
Finance, Insurance, Financial Services, Mortgage Lending, Loans, Banking, Marketing, Credit, Investments, Customer Service, Budgets, Credit Analysis, Loan Origination, Commercial Lending, Sandler Sales Training, Time Management, Small Business Lending, Consulting, Project Planning, Special Needs Planning, Workshop Facilitation, Mortgage Modification, Sales, Public Speaking, Management, Forex, Leadership, Microsoft Office, Strategic Planning, Risk Management
Education
Andersonville Theological Seminary
Bachelor's Degree, Ministry
UNC Charlotte
Bill Rudrow Bill Rudrow's Merrill Lynch Experience January 2010 - May 2010
Job Senior Tax Accountant at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2014 - Present
Legg Mason June 2011 - May 2014
The Maryland Food Bank October 2010 - January 2011
Merrill Lynch January 2010 - May 2010
Skills
Tax Preparation, Corporate Finance, Corporate Tax, Federal Tax, State Taxation, Tax Compliance, Income Tax, Provision, Compliance, PeopleSoft, Partnership Taxation, Tax Accounting, Microsoft Excel, Tax, Accounting, Asset Management, State Tax, Access, Internal Controls, Variance Analysis, US Tax, Financial Analysis, Sarbanes-Oxley Act, Mutual Funds, Financial Statements, Analysis, CPA, Financial Reporting, Hyperion Enterprise, General Ledger, GAAP, Financial Accounting, Account Reconciliation, Auditing, Financial Modeling
Education
University of Baltimore 2010 — 2012
MBA, Finance
University of North Carolina at Wilmington 2006 — 2010
School; Bachelor of Science, Accounting; Business; Business Administration
Legg Mason May 2014 - Present
Legg Mason June 2011 - May 2014
The Maryland Food Bank October 2010 - January 2011
Merrill Lynch January 2010 - May 2010
Skills
Tax Preparation, Corporate Finance, Corporate Tax, Federal Tax, State Taxation, Tax Compliance, Income Tax, Provision, Compliance, PeopleSoft, Partnership Taxation, Tax Accounting, Microsoft Excel, Tax, Accounting, Asset Management, State Tax, Access, Internal Controls, Variance Analysis, US Tax, Financial Analysis, Sarbanes-Oxley Act, Mutual Funds, Financial Statements, Analysis, CPA, Financial Reporting, Hyperion Enterprise, General Ledger, GAAP, Financial Accounting, Account Reconciliation, Auditing, Financial Modeling
Education
University of Baltimore 2010 — 2012
MBA, Finance
University of North Carolina at Wilmington 2006 — 2010
School; Bachelor of Science, Accounting; Business; Business Administration
Steven Demeraski's Merrill Lynch Experience May 2012 - August 2012
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners May 2014 - Present
SunTrust Robinson Humphrey July 2013 - April 2014
Merrill Lynch May 2012 - August 2012
Pi Kappa Phi Fraternity May 2011 - May 2012
University of North Carolina at Chapel Hill - Department of Biology June 2010 - July 2011
University of North Carolina at Chapel Hill - Eshelman School of Pharmacy August 2010 - May 2011
Cold Stone Creamery August 2006 - July 2009
Skills
Microsoft Office, Stata, PowerPoint, Accounting, Series 63, Series 79, Financial Modeling, Data Analysis, Investment Banking, Valuation, Financial Analysis, Research, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics and Chemistry
Perella Weinberg Partners May 2014 - Present
SunTrust Robinson Humphrey July 2013 - April 2014
Merrill Lynch May 2012 - August 2012
Pi Kappa Phi Fraternity May 2011 - May 2012
University of North Carolina at Chapel Hill - Department of Biology June 2010 - July 2011
University of North Carolina at Chapel Hill - Eshelman School of Pharmacy August 2010 - May 2011
Cold Stone Creamery August 2006 - July 2009
Skills
Microsoft Office, Stata, PowerPoint, Accounting, Series 63, Series 79, Financial Modeling, Data Analysis, Investment Banking, Valuation, Financial Analysis, Research, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Economics and Chemistry
Alexander Koby Alexander Koby's Merrill Lynch Experience December 2008 - December 2011
Job Intern to VP of Strategic Dev. & Outreach at ATA
Industry Public Policy
Experience
ATA May 2012 - Present
Richard Clark Campaign October 2010 - Present
WaddleWorks April 2000 - Present
Merrill Lynch December 2008 - December 2011
Delta Upsilon International Fraternity May 2006 - June 2007
UNF Spinnaker August 2004 - April 2007
UNF Student Government September 2003 - May 2006
The Players Championship March 2003 - March 2006
Gourmet Society USA September 2001 - March 2004
Jacksonville Symphony Orchestra June 2000 - August 2002
Education
University of North Florida
Master of Public Administration (MPA), Local Government
University of North Florida - College of Business Administration
Bachelor's Degree, Economics
University of North Florida
Bachelor's Degree, Political Science
ATA May 2012 - Present
Richard Clark Campaign October 2010 - Present
WaddleWorks April 2000 - Present
Merrill Lynch December 2008 - December 2011
Delta Upsilon International Fraternity May 2006 - June 2007
UNF Spinnaker August 2004 - April 2007
UNF Student Government September 2003 - May 2006
The Players Championship March 2003 - March 2006
Gourmet Society USA September 2001 - March 2004
Jacksonville Symphony Orchestra June 2000 - August 2002
Education
University of North Florida
Master of Public Administration (MPA), Local Government
University of North Florida - College of Business Administration
Bachelor's Degree, Economics
University of North Florida
Bachelor's Degree, Political Science
Chase Travis Chase Travis's Merrill Lynch Experience July 2014 - Present
Job Trading Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
The Housing Studio June 2011 - August 2011
Wells Fargo Advisors May 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Bloomberg, Financial Modeling, Equities, Financial Analysis, Mutual Funds, Bloomberg Terminal, Portfolio Management, Sales, Fixed Income, Wealth Management, Economics, Asset Allocation, Finance, Trading, Options, Commodity, Forecasting, Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor's Degree, Business Administration
Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
The Housing Studio June 2011 - August 2011
Wells Fargo Advisors May 2010 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Bloomberg, Financial Modeling, Equities, Financial Analysis, Mutual Funds, Bloomberg Terminal, Portfolio Management, Sales, Fixed Income, Wealth Management, Economics, Asset Allocation, Finance, Trading, Options, Commodity, Forecasting, Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor's Degree, Business Administration
Justin R. Anderson Justin R. Anderson's Merrill Lynch Experience October 2011 - April 2012
Job Sales and Business Development
Industry Real Estate
Experience
Carolina Country Land May 2012 - Present
Merrill Lynch October 2011 - April 2012
BlackFinn American Saloon October 2007 - August 2011
My Townhome Realty December 2006 - January 2009
Lee Construction Co 2002 - 2004
Skills
Advertising, Hospitality, Process Scheduler, PowerPoint, Real Estate Transactions, Customer Service, Sales, Business Development, Training, Strategic Planning, Real Estate, Marketing, Social Networking, New Business Development, Marketing Strategy, Account Management, Event Planning, Event Management, Team Building, Social Media Marketing, Leadership, Public Relations, Sales Management
Education
University of North Carolina at Charlotte
Geography/Urban Planning
Carolina Country Land May 2012 - Present
Merrill Lynch October 2011 - April 2012
BlackFinn American Saloon October 2007 - August 2011
My Townhome Realty December 2006 - January 2009
Lee Construction Co 2002 - 2004
Skills
Advertising, Hospitality, Process Scheduler, PowerPoint, Real Estate Transactions, Customer Service, Sales, Business Development, Training, Strategic Planning, Real Estate, Marketing, Social Networking, New Business Development, Marketing Strategy, Account Management, Event Planning, Event Management, Team Building, Social Media Marketing, Leadership, Public Relations, Sales Management
Education
University of North Carolina at Charlotte
Geography/Urban Planning
Ryan Ridenhour's Merrill Lynch Experience June 2007 - August 2007
Job Associate Product Manager II at Del Monte Foods, Inc.
Industry Consumer Goods
Experience
Del Monte Foods, Inc. April 2015 - Present
Del Monte Foods, Inc. June 2013 - April 2015
Lowe's Home Improvement May 2011 - June 2013
Lowe's Home Improvement November 2009 - May 2011
Lowe's Home Improvement June 2008 - November 2009
Merrill Lynch June 2007 - August 2007
Skills
JDA, DART Microstrageties, PeopleSoft, Microsoft Access, Microsoft Excel, Teradata, TM1, Forecasting, Demand Planning, Replenishment, CPFR, Training, Project Planning, Merchandising, Sales, Inventory Management, Inventory Control, Time Management, Pricing, Supply Chain, Retail
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts, Economics
Del Monte Foods, Inc. April 2015 - Present
Del Monte Foods, Inc. June 2013 - April 2015
Lowe's Home Improvement May 2011 - June 2013
Lowe's Home Improvement November 2009 - May 2011
Lowe's Home Improvement June 2008 - November 2009
Merrill Lynch June 2007 - August 2007
Skills
JDA, DART Microstrageties, PeopleSoft, Microsoft Access, Microsoft Excel, Teradata, TM1, Forecasting, Demand Planning, Replenishment, CPFR, Training, Project Planning, Merchandising, Sales, Inventory Management, Inventory Control, Time Management, Pricing, Supply Chain, Retail
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts, Economics
Britt Kimel Britt Kimel's Merrill Lynch Experience 1991 - 1993
Job Financial Advisor Helping Clients Achieve Their Financial Goals
Industry Financial Services
Experience
SunTrust Investment Services, Inc. February 2003 - Present
RBC Centura Securities, RBC Dain Rauscher 1993 - 2003
Merrill Lynch 1991 - 1993
Education
University of North Carolina at Greensboro 1979 — 1983
B.S., Business Administration, Economics
SunTrust Investment Services, Inc. February 2003 - Present
RBC Centura Securities, RBC Dain Rauscher 1993 - 2003
Merrill Lynch 1991 - 1993
Education
University of North Carolina at Greensboro 1979 — 1983
B.S., Business Administration, Economics
Raymond Boutwell Raymond Boutwell's Merrill Lynch Experience 1986 - 1987
Job Staff Accountant at May and Place, PA
Industry Public Safety
Experience
May and Place, PA January 2015 - Present
Wake County Sheriff's Office November 2003 - December 2014
Wake County 1991 - 2003
Franklin County 1987 - 1991
Merrill Lynch 1986 - 1987
Town of Nashville 1982 - 1986
MICA 1979 - 1982
Education
UNC Chapel Hill
BS ADJU 1978, MPA 1982
May and Place, PA January 2015 - Present
Wake County Sheriff's Office November 2003 - December 2014
Wake County 1991 - 2003
Franklin County 1987 - 1991
Merrill Lynch 1986 - 1987
Town of Nashville 1982 - 1986
MICA 1979 - 1982
Education
UNC Chapel Hill
BS ADJU 1978, MPA 1982
Diane Salazar Diane Salazar's Merrill Lynch Experience October 2005 - June 2007
Job Solutions Engineer Financial Services at SAP
Industry Banking
Experience
SAP June 2015 - Present
Bank of America June 2013 - June 2015
Bank of America June 2012 - June 2013
Bank of America January 2010 - June 2012
Merrill Lynch October 2005 - June 2007
Skills
Risk Management, Critical Thinking, Relationship Management, Business Analysis, Problem Solving, Banking, Loans, Customer Service, Close Attention to..., Analysis, Finance
Education
University of North Carolina at Charlotte
Bachelor of Business Administration (BBA), Finance
SAP June 2015 - Present
Bank of America June 2013 - June 2015
Bank of America June 2012 - June 2013
Bank of America January 2010 - June 2012
Merrill Lynch October 2005 - June 2007
Skills
Risk Management, Critical Thinking, Relationship Management, Business Analysis, Problem Solving, Banking, Loans, Customer Service, Close Attention to..., Analysis, Finance
Education
University of North Carolina at Charlotte
Bachelor of Business Administration (BBA), Finance
Connor Leonard Connor Leonard's Merrill Lynch Experience May 2010 - August 2010
Job Associate at Morehead Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
Morehead Capital Management, LLC December 2014 - Present
Morehead Capital Management, LLC June 2011 - December 2014
Applied Investment Management - Kenan Flagler Business School August 2010 - May 2011
Merrill Lynch May 2010 - August 2010
Skills
Value Investing, Alternative Investments, Fundamental Analysis, Financial Structuring, Corporate Development, Private Equity, LBO, Investments, Financial Analysis, Financial Modeling, Venture Capital, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Finance
Morehead Capital Management, LLC December 2014 - Present
Morehead Capital Management, LLC June 2011 - December 2014
Applied Investment Management - Kenan Flagler Business School August 2010 - May 2011
Merrill Lynch May 2010 - August 2010
Skills
Value Investing, Alternative Investments, Fundamental Analysis, Financial Structuring, Corporate Development, Private Equity, LBO, Investments, Financial Analysis, Financial Modeling, Venture Capital, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA, Finance
Michael Pena's Merrill Lynch Experience June 2014 - August 2014
Job Global Wealth Management Summer Analyst at J.P. Morgan
Industry Executive Office
Experience
J.P. Morgan June 2015 - Present
University of North Carolina at Chapel Hill August 2013 - Present
Merrill Lynch June 2014 - August 2014
United Data Technologies May 2013 - August 2013
University of North Carolina at Chapel Hill August 2012 - May 2013
r2 Technologies, Inc. May 2012 - August 2012
Skills
Customer Service, Spanish-English, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Entrepreneurship, Social Media, Public Speaking, Event Planning, Research, Time Management, Leadership, English, Social Networking, Marketing, Team Leadership, Business Strategy, Outlook, Event Management, Strategic Planning, Photoshop
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
B.S. in Business Administration (BSBA), Investments
G. Holmes Braddock Senior High 2008 — 2012
High School Degree
J.P. Morgan June 2015 - Present
University of North Carolina at Chapel Hill August 2013 - Present
Merrill Lynch June 2014 - August 2014
United Data Technologies May 2013 - August 2013
University of North Carolina at Chapel Hill August 2012 - May 2013
r2 Technologies, Inc. May 2012 - August 2012
Skills
Customer Service, Spanish-English, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Entrepreneurship, Social Media, Public Speaking, Event Planning, Research, Time Management, Leadership, English, Social Networking, Marketing, Team Leadership, Business Strategy, Outlook, Event Management, Strategic Planning, Photoshop
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
B.S. in Business Administration (BSBA), Investments
G. Holmes Braddock Senior High 2008 — 2012
High School Degree
Sam McArthur's Merrill Lynch Experience June 2012 - August 2012
Job Real Estate Finance
Industry Banking
Experience
TIAA-CREF September 2015 - Present
Wells Fargo June 2013 - August 2015
Merrill Lynch June 2012 - August 2012
CBRE May 2011 - June 2011
Hayden Harper LLC 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Finance, Investments, Corporate Finance, Portfolio Management, Analysis, Market Research, Banking, Real Estate, Loans, Microsoft Excel, Data Analysis, Credit Analysis, PowerPoint, Underwriting, Market Analysis, Securities, Commercial Real Estate, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science, Business Administration; Finance
TIAA-CREF September 2015 - Present
Wells Fargo June 2013 - August 2015
Merrill Lynch June 2012 - August 2012
CBRE May 2011 - June 2011
Hayden Harper LLC 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Finance, Investments, Corporate Finance, Portfolio Management, Analysis, Market Research, Banking, Real Estate, Loans, Microsoft Excel, Data Analysis, Credit Analysis, PowerPoint, Underwriting, Market Analysis, Securities, Commercial Real Estate, Credit
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science, Business Administration; Finance
Shy Donaldson Shy Donaldson's Merrill Lynch Experience August 1998 - July 2002
Job Sales Rep at Stryker Communications
Industry Medical Devices
Experience
Stryker February 2007 - Present
BBVA Compass December 2003 - February 2007
Cendant Mortgage July 2003 - December 2003
SouthTrust Bank July 2002 - July 2003
Merrill Lynch August 1998 - July 2002
Skills
Mortgage Lending, Series 7, Cold Calling, Loans, Sales Management, Credit, Sales, Series 63, Investments, Relationship Management, Portfolio Management, Financial Analysis, Salesforce.com, Account Management, Sales Process, Medical Devices
Education
University of North Carolina at Wilmington 1990 — 1995
BS, Marketing
Stryker February 2007 - Present
BBVA Compass December 2003 - February 2007
Cendant Mortgage July 2003 - December 2003
SouthTrust Bank July 2002 - July 2003
Merrill Lynch August 1998 - July 2002
Skills
Mortgage Lending, Series 7, Cold Calling, Loans, Sales Management, Credit, Sales, Series 63, Investments, Relationship Management, Portfolio Management, Financial Analysis, Salesforce.com, Account Management, Sales Process, Medical Devices
Education
University of North Carolina at Wilmington 1990 — 1995
BS, Marketing
Anthony Sicari Anthony Sicari's Merrill Lynch Experience January 2012 - February 2012
Job Financial Planning at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Merrill Lynch January 2012 - February 2012
Education
University of North Carolina at Wilmington 2009 — 2012
Bachelor of Science (B.S.), Economics
Northwestern Mutual January 2013 - Present
Merrill Lynch January 2012 - February 2012
Education
University of North Carolina at Wilmington 2009 — 2012
Bachelor of Science (B.S.), Economics
Tanner Robinson, CFP®'s Merrill Lynch Experience January 2006 - October 2009
Job Director Investments, Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. October 2009 - Present
Merrill Lynch January 2006 - October 2009
Battle & Associates May 2004 - December 2005
Skills
Investments, Asset Allocation, Investment Strategies, Risk Management..., Retirement, Estate Investment..., Deferred Compensation..., Financial Advisory, Retirement-Plan..., Multigenerational..., Wealth Management...
Education
University of North Carolina at Chapel Hill 2000 — 2004
BS, Business Administration and Management, General
University of New South Wales 2002 — 2002
Forsyth Country Day School 1994 — 2000
Oppenheimer & Co. Inc. October 2009 - Present
Merrill Lynch January 2006 - October 2009
Battle & Associates May 2004 - December 2005
Skills
Investments, Asset Allocation, Investment Strategies, Risk Management..., Retirement, Estate Investment..., Deferred Compensation..., Financial Advisory, Retirement-Plan..., Multigenerational..., Wealth Management...
Education
University of North Carolina at Chapel Hill 2000 — 2004
BS, Business Administration and Management, General
University of New South Wales 2002 — 2002
Forsyth Country Day School 1994 — 2000
Cynthia Hayes Cynthia Hayes's Merrill Lynch Experience April 1996 - June 2008
Job President, Oculus Partners, LLC
Industry Financial Services
Experience
Oculus Partners, LLC June 2008 - Present
Merrill Lynch April 1996 - June 2008
Bank of America April 1986 - April 1996
Skills
Advisor Practice..., Research, Alternative Channel..., Retirement Plan..., Product Design, Product Strategy, Marketing Strategy, Product Marketing, Asset Management, Financial Product Design, Training, Management, Investment Management, Financial Services, Product Management, Retirement, Wealth Management, Personal Finance, Asset Allocation, Equities, Defined Benefit, Strategy, Retirement Planning, Investment Strategies, Investments, Mutual Funds, Retirement Plan..., Business Strategy, 401k, Marketing, Executive Management, Investment Advisory, Strategic Planning, IRAs, Coaching, ETFs, Fixed Income, Portfolio Management, Series 24, Pensions, Financial Advisory, Alternative Investments, Risk Management, Securities, Mergers, Consulting, Business Planning, Relationship Management, Wealth Management..., ERISA
Education
University of North Carolina at Greensboro 1971 — 1975
BA, Business - with specialty in the arts
Dalton High School 1967 — 1971
Oculus Partners, LLC June 2008 - Present
Merrill Lynch April 1996 - June 2008
Bank of America April 1986 - April 1996
Skills
Advisor Practice..., Research, Alternative Channel..., Retirement Plan..., Product Design, Product Strategy, Marketing Strategy, Product Marketing, Asset Management, Financial Product Design, Training, Management, Investment Management, Financial Services, Product Management, Retirement, Wealth Management, Personal Finance, Asset Allocation, Equities, Defined Benefit, Strategy, Retirement Planning, Investment Strategies, Investments, Mutual Funds, Retirement Plan..., Business Strategy, 401k, Marketing, Executive Management, Investment Advisory, Strategic Planning, IRAs, Coaching, ETFs, Fixed Income, Portfolio Management, Series 24, Pensions, Financial Advisory, Alternative Investments, Risk Management, Securities, Mergers, Consulting, Business Planning, Relationship Management, Wealth Management..., ERISA
Education
University of North Carolina at Greensboro 1971 — 1975
BA, Business - with specialty in the arts
Dalton High School 1967 — 1971
Mary Katherine Booth Mary Katherine Booth's Merrill Lynch Experience September 2009 - Present
Job Registered Senior Client Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Merrill Lynch September 2008 - Present
Skills
Series 7, Salesforce.com, Series 63, Wealth Management, Investments, Portfolio Management
Education
University of North Carolina at Wilmington
Cameron School of BusinessBachelor of Science, Finance, General
Merrill Lynch September 2009 - Present
Merrill Lynch September 2008 - Present
Skills
Series 7, Salesforce.com, Series 63, Wealth Management, Investments, Portfolio Management
Education
University of North Carolina at Wilmington
Cameron School of BusinessBachelor of Science, Finance, General
Steven Krasicky Steven Krasicky's Merrill Lynch Experience April 2008 - August 2008
Job Senior Director, Enterprise Solutions at Sageworks Changing the way organizations advise private companies
Industry Computer Software
Experience
Sageworks May 2014 - Present
Sageworks, Inc. August 2009 - April 2014
Merrill Lynch April 2008 - August 2008
Northwestern Mutual May 2007 - August 2007
Skills
Salesforce.com, Sales Process, Cold Calling, Financial Analysis, Leadership, Sales, Account Management, SaaS, Direct Sales, New Business Development, Sales Management, Building Relationships, Goal Oriented, Marketing, Entrepreneurship, Executive-level..., Strategic Thinking, C Level Selling, Enterprise Software, Enterprise Solution..., Team Building, Lead Generation, Strategic Partnerships, Solution Selling, Sales Operations
Education
UNC Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Economics
Sageworks May 2014 - Present
Sageworks, Inc. August 2009 - April 2014
Merrill Lynch April 2008 - August 2008
Northwestern Mutual May 2007 - August 2007
Skills
Salesforce.com, Sales Process, Cold Calling, Financial Analysis, Leadership, Sales, Account Management, SaaS, Direct Sales, New Business Development, Sales Management, Building Relationships, Goal Oriented, Marketing, Entrepreneurship, Executive-level..., Strategic Thinking, C Level Selling, Enterprise Software, Enterprise Solution..., Team Building, Lead Generation, Strategic Partnerships, Solution Selling, Sales Operations
Education
UNC Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Economics
Derek Poole Derek Poole's Merrill Lynch Experience June 2014 - Present
Job Director | Regional Sales Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Merrill Lynch March 2013 - June 2014
Merrill Lynch July 2009 - March 2013
Skills
Series 7, Wealth Management, Investments, Credit, Portfolio Management, Retirement Planning, Mutual Funds, Banking, Loans, Series 66, Series 9, Series 10
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science (B.S.), Finance and Economics
Merrill Lynch June 2014 - Present
Merrill Lynch March 2013 - June 2014
Merrill Lynch July 2009 - March 2013
Skills
Series 7, Wealth Management, Investments, Credit, Portfolio Management, Retirement Planning, Mutual Funds, Banking, Loans, Series 66, Series 9, Series 10
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science (B.S.), Finance and Economics
Reed Branham Reed Branham's Merrill Lynch Experience 2004 - Present
Job Vice President / Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2004 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Alternative Investments, Portfolio Management, 401k, 401k Rollovers, Banking, Insurance, High Net Worth...
Education
University of North Carolina at Charlotte 1990 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch 2004 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Alternative Investments, Portfolio Management, 401k, 401k Rollovers, Banking, Insurance, High Net Worth...
Education
University of North Carolina at Charlotte 1990 — 1995
Bachelor of Arts (B.A.), Political Science and Government
DARIUS CHASE DARIUS CHASE's Merrill Lynch Experience August 2008 - July 2009
Job Vice President, Retail Market Executive
Industry Banking
Experience
First Citizens Bank March 2013 - Present
PNC June 2009 - March 2013
Merrill Lynch August 2008 - July 2009
RBC August 2007 - August 2008
Wells Fargo 2006 - 2007
Wells Fargo 2002 - 2006
Skills
Mortgage Lending, Consumer Lending, Loans, Leadership, Banking, Sales, Credit, Finance, Loan Origination, Small Business Lending, Credit Analysis, Commercial Banking, Strategic Partnerships, Mortgage Banking, Home Equity Lines of..., Close Attention to..., Home Equity, Home Equity Loans, Financial Analysis, Commercial Lending
Education
University of North Carolina at Charlotte 1999 — 2002
BSBA, Financial Management
First Citizens Bank March 2013 - Present
PNC June 2009 - March 2013
Merrill Lynch August 2008 - July 2009
RBC August 2007 - August 2008
Wells Fargo 2006 - 2007
Wells Fargo 2002 - 2006
Skills
Mortgage Lending, Consumer Lending, Loans, Leadership, Banking, Sales, Credit, Finance, Loan Origination, Small Business Lending, Credit Analysis, Commercial Banking, Strategic Partnerships, Mortgage Banking, Home Equity Lines of..., Close Attention to..., Home Equity, Home Equity Loans, Financial Analysis, Commercial Lending
Education
University of North Carolina at Charlotte 1999 — 2002
BSBA, Financial Management
Prince Bryant's Merrill Lynch Experience March 2008 - June 2010
Job Securities Based Lending & Retirement Portfolio Construction
Industry Financial Services
Experience
Prince Bryant June 2011 - Present
CCM October 2006 - June 2011
Winston Salem Urban League April 2010 - September 2010
Merrill Lynch March 2008 - June 2010
UPS September 2004 - February 2008
Skills
Business Networking, Socially Responsible..., Securities Lending, Mergers, Investments, Fixed Income
Education
University of North Carolina at Greensboro 1996 — 2001
Bachelor of Science 2007, Business Studies in Finance
Prince Bryant June 2011 - Present
CCM October 2006 - June 2011
Winston Salem Urban League April 2010 - September 2010
Merrill Lynch March 2008 - June 2010
UPS September 2004 - February 2008
Skills
Business Networking, Socially Responsible..., Securities Lending, Mergers, Investments, Fixed Income
Education
University of North Carolina at Greensboro 1996 — 2001
Bachelor of Science 2007, Business Studies in Finance
Nina O'Neal's Merrill Lynch Experience May 2006 - December 2008
Job Investment Advisor, Partner
Industry Financial Services
Experience
Archer Investment Management Raleigh, NC November 2009 - Present
Merrill Lynch May 2006 - December 2008
Jennison Associates January 2005 - May 2006
Swarovski North America Ltd. May 2003 - 2004
Skills
Investments, Management, Mutual Funds, Financial Advisory, Financial Planning, Wealth Management, Finance, Series 7, Financial Services, Sales
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts, English
Archer Investment Management Raleigh, NC November 2009 - Present
Merrill Lynch May 2006 - December 2008
Jennison Associates January 2005 - May 2006
Swarovski North America Ltd. May 2003 - 2004
Skills
Investments, Management, Mutual Funds, Financial Advisory, Financial Planning, Wealth Management, Finance, Series 7, Financial Services, Sales
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts, English
Harrison Sasser Harrison Sasser's Merrill Lynch Experience January 2009 - May 2009
Job Gentlemen's Corner, Wilmington NC
Industry Retail
Experience
Capitol Financial Solutions May 2009 - September 2010
Capitol Financial Solutions May 2009 - September 2010
Merrill Lynch January 2009 - May 2009
MERRILL LYNCH & COMPANY INC January 2009 - May 2009
Brock and Scott PLLC August 2008 - April 2009
Linprint June 2008 - September 2008
Education
University of North Carolina at Wilmington 2005 — 2009
B.S.B.A., Marketing
2005 - 2009UNIVERSITY OF NORTH CAROLINA AT
Bachelor of Science, Business Administration, Marketing
Capitol Financial Solutions May 2009 - September 2010
Capitol Financial Solutions May 2009 - September 2010
Merrill Lynch January 2009 - May 2009
MERRILL LYNCH & COMPANY INC January 2009 - May 2009
Brock and Scott PLLC August 2008 - April 2009
Linprint June 2008 - September 2008
Education
University of North Carolina at Wilmington 2005 — 2009
B.S.B.A., Marketing
2005 - 2009UNIVERSITY OF NORTH CAROLINA AT
Bachelor of Science, Business Administration, Marketing
Owen Elliott Owen Elliott's Merrill Lynch Experience July 2014 - September 2014
Job Finance Student looking for a career
Industry Investment Banking
Experience
UNC Wilmington April 2014 - Present
Denali Raft Adventures May 2015 - September 2015
Merrill Lynch July 2014 - September 2014
Scioto Reserve Country Club July 2011 - September 2014
Skills
Microsoft Excel, Microsoft Word, Teamwork, Leadership, Order Management, Inventory Management, People Skills, Social Networking, Facebook, Time Management, Sales, Training, Team Leadership, Customer Satisfaction, Event Planning, Social Media, PowerPoint, Public Speaking, Microsoft Office, Customer Service, Research, Community Outreach
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor's Degree, Finance & Economics, General
UNC Wilmington April 2014 - Present
Denali Raft Adventures May 2015 - September 2015
Merrill Lynch July 2014 - September 2014
Scioto Reserve Country Club July 2011 - September 2014
Skills
Microsoft Excel, Microsoft Word, Teamwork, Leadership, Order Management, Inventory Management, People Skills, Social Networking, Facebook, Time Management, Sales, Training, Team Leadership, Customer Satisfaction, Event Planning, Social Media, PowerPoint, Public Speaking, Microsoft Office, Customer Service, Research, Community Outreach
Education
University of North Carolina at Wilmington 2012 — 2016
Bachelor's Degree, Finance & Economics, General
Andrew Fitch's Merrill Lynch Experience March 2012 - Present
Job AVP; Counterparty Credit Risk Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch June 2010 - March 2012
Shipman and Wright, LLP January 2010 - June 2010
Skills
Excel, VBA, Access, SQL, Spotfire
Education
University of North Carolina at Wilmington 2006 — 2010
BS, Business Administration: International Business
Bank of America Merrill Lynch February 2015 - Present
Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch June 2010 - March 2012
Shipman and Wright, LLP January 2010 - June 2010
Skills
Excel, VBA, Access, SQL, Spotfire
Education
University of North Carolina at Wilmington 2006 — 2010
BS, Business Administration: International Business
James Rivenbark's Merrill Lynch Experience March 2008 - June 2010
Job Manager at Towne Tavern and Wings University
Industry Hospitality
Experience
Towne Tavern and Wings University August 2013 - Present
Tavern on the Tracks January 2012 - July 2013
The Clock Restaurant July 2010 - May 2011
The Clock Restaurant 2010 - 2011
Merrill Lynch March 2008 - June 2010
Bank of America March 2008 - June 2010
Drake Financial June 2006 - January 2008
Foresters February 2005 - May 2006
Skills
Business Management, Management, Risk Management, Training, PowerPoint, Financial Analysis, Customer Service, Insurance, Restaurant Management, New Restaurant Openings
Education
UNCC 2001 — 2005
Business, Finance
University of North Carolina at
B.S.B.A, Finance; Commercial Bank Management
Towne Tavern and Wings University August 2013 - Present
Tavern on the Tracks January 2012 - July 2013
The Clock Restaurant July 2010 - May 2011
The Clock Restaurant 2010 - 2011
Merrill Lynch March 2008 - June 2010
Bank of America March 2008 - June 2010
Drake Financial June 2006 - January 2008
Foresters February 2005 - May 2006
Skills
Business Management, Management, Risk Management, Training, PowerPoint, Financial Analysis, Customer Service, Insurance, Restaurant Management, New Restaurant Openings
Education
UNCC 2001 — 2005
Business, Finance
University of North Carolina at
B.S.B.A, Finance; Commercial Bank Management
Matthew Rodkey's Merrill Lynch Experience January 2005 - May 2005
Job QC Auditor at Union Bank
Industry Financial Services
Experience
Union Bank April 2015 - Present
Wells Fargo Home Mortgage September 2012 - April 2015
Wells Fargo Home Mortgage May 2012 - September 2012
Wells Fargo Home Mortgage September 2011 - May 2012
Provident Funding Associates L.P. September 2010 - September 2011
Provident Funding Associates L.P. August 2009 - September 2010
Provident Funding Associates L.P. September 2006 - August 2009
Merrill Lynch January 2005 - May 2005
Skills
FNMA/FHLMC Conventional..., JUMBO Experience, FHA Experience with DE...
Education
University of North Carolina at Wilmington 2002 — 2006
Business Administration, Finance, 3.77 Cumulative, 3.845 in Cameron School of Business
Union Bank April 2015 - Present
Wells Fargo Home Mortgage September 2012 - April 2015
Wells Fargo Home Mortgage May 2012 - September 2012
Wells Fargo Home Mortgage September 2011 - May 2012
Provident Funding Associates L.P. September 2010 - September 2011
Provident Funding Associates L.P. August 2009 - September 2010
Provident Funding Associates L.P. September 2006 - August 2009
Merrill Lynch January 2005 - May 2005
Skills
FNMA/FHLMC Conventional..., JUMBO Experience, FHA Experience with DE...
Education
University of North Carolina at Wilmington 2002 — 2006
Business Administration, Finance, 3.77 Cumulative, 3.845 in Cameron School of Business
Anna Sprague Brodsky's Merrill Lynch Experience January 1996 - December 2000
Job Owner, Anna Sprague Creative Strategy
Industry Graphic Design
Experience
Anna Sprague Creative Strategy Freelance Graphic DesignerABI Marketing Public Relations2005 - 2008
The Seibel Group January 2001 - June 2004
Merrill Lynch January 1996 - December 2000
Skills
Logo Design, Brochures, Collateral, Creative Direction, Posters, Packaging, Adobe Acrobat, Graphics, InDesign, Art, Adobe Creative Suite, Graphic Design, Mac, Branding & Identity, Photography, Direct Mail, Copywriting, Newsletters, Art Direction, Email Marketing, Corporate Branding, Photoshop, Advertising, Illustrator
Education
University of North Carolina at Charlotte 2013 — 2015
Master of Arts (MA)
School of Visual Arts 1977 — 1980
BFA, Graphic Design
Anna Sprague Creative Strategy Freelance Graphic DesignerABI Marketing Public Relations2005 - 2008
The Seibel Group January 2001 - June 2004
Merrill Lynch January 1996 - December 2000
Skills
Logo Design, Brochures, Collateral, Creative Direction, Posters, Packaging, Adobe Acrobat, Graphics, InDesign, Art, Adobe Creative Suite, Graphic Design, Mac, Branding & Identity, Photography, Direct Mail, Copywriting, Newsletters, Art Direction, Email Marketing, Corporate Branding, Photoshop, Advertising, Illustrator
Education
University of North Carolina at Charlotte 2013 — 2015
Master of Arts (MA)
School of Visual Arts 1977 — 1980
BFA, Graphic Design
Aaron Stampa, MBA Aaron Stampa, MBA's Merrill Lynch Experience January 2008 - October 2008
Job Senior Solution Architect at Salesforce
Industry Management Consulting
Experience
Salesforce September 2015 - Present
salesforce.com April 2014 - September 2015
Salesforce January 2012 - April 2014
Model Metrics ***We are now Salesforce.com!! June 2011 - January 2012
Arcadian Management Services October 2008 - June 2011
Merrill Lynch January 2008 - October 2008
MarketSource June 2005 - January 2008
Prudential Financial February 2005 - December 2005
Best Buy December 2002 - January 2004
Skills
Salesforce.com, SaaS, Access, PowerPoint, Business Process, Analytics, Business Analysis, Cloud Computing, Lead Generation, Scrum, Agile Methodologies, Microsoft Excel, Strategic Planning, Process Improvement, CRM, Business Process..., Requirements Analysis, Analysis, Marketing, Strategy, Professional Services, SDLC, Integration, Consulting, Agile Project Management, Force.com, Leadership, Management
Education
University of North Florida 2006 — 2008
MBA, Business
University of North Florida - College of Business Administration 2001 — 2006
Bachelors, International Business and Marketing
Salesforce September 2015 - Present
salesforce.com April 2014 - September 2015
Salesforce January 2012 - April 2014
Model Metrics ***We are now Salesforce.com!! June 2011 - January 2012
Arcadian Management Services October 2008 - June 2011
Merrill Lynch January 2008 - October 2008
MarketSource June 2005 - January 2008
Prudential Financial February 2005 - December 2005
Best Buy December 2002 - January 2004
Skills
Salesforce.com, SaaS, Access, PowerPoint, Business Process, Analytics, Business Analysis, Cloud Computing, Lead Generation, Scrum, Agile Methodologies, Microsoft Excel, Strategic Planning, Process Improvement, CRM, Business Process..., Requirements Analysis, Analysis, Marketing, Strategy, Professional Services, SDLC, Integration, Consulting, Agile Project Management, Force.com, Leadership, Management
Education
University of North Florida 2006 — 2008
MBA, Business
University of North Florida - College of Business Administration 2001 — 2006
Bachelors, International Business and Marketing
Kent Stanton Kent Stanton's Merrill Lynch Experience 1998 - 1998
Job VP of Mortgage Lending at Guaranteed Rate
Industry Banking
Experience
Guaranteed Rate September 2011 - Present
Olympic Mortgage Consultants Inc. May 2005 - August 2011
Lumina Mortgage July 2004 - May 2005
Citizens Mortgage February 2004 - July 2004
St. James Plantation, LLC June 1999 - September 2003
Merrill Lynch 1998 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loans, VA loans, FHA, FHA financing, 203K, Reverse Mortgages
Education
University of North Carolina at Wilmington 2012 — 2013
MSA, Accounting
University of North Carolina at Wilmington 1996 — 1999
Bachelors, Finance
Johnson & Wales University 1993 — 1997
Associates, Culinary Arts
Guaranteed Rate September 2011 - Present
Olympic Mortgage Consultants Inc. May 2005 - August 2011
Lumina Mortgage July 2004 - May 2005
Citizens Mortgage February 2004 - July 2004
St. James Plantation, LLC June 1999 - September 2003
Merrill Lynch 1998 - 1998
Skills
Mortgage Lending, Mortgage Banking, Loans, VA loans, FHA, FHA financing, 203K, Reverse Mortgages
Education
University of North Carolina at Wilmington 2012 — 2013
MSA, Accounting
University of North Carolina at Wilmington 1996 — 1999
Bachelors, Finance
Johnson & Wales University 1993 — 1997
Associates, Culinary Arts
Milt Leeman Milt Leeman's Merrill Lynch Experience August 1986 - Present
Job Senior Resident Director at Merrill Lynch
Industry Financial Services
Experience
Jewish Family Services 2007 - Present
Merrill Lynch August 1986 - Present
The Columbus Academy 2002 - 2004
JCC Columbus 1995 - 1997
Skills
Wealth Management, Series 7, Retirement, Microsoft Office, Retirement Planning, Investments, Alternative Investments, Financial Advisory, Asset Allocation, Financial Planning, Portfolio Management, Estate Planning, Investment Advisory, Series 63, 401k, Mutual Funds, Management, Strategic Planning
Education
University of North Carolina at Chapel Hill 1982 — 1986
BS with Honors, Business Administration
Jewish Family Services 2007 - Present
Merrill Lynch August 1986 - Present
The Columbus Academy 2002 - 2004
JCC Columbus 1995 - 1997
Skills
Wealth Management, Series 7, Retirement, Microsoft Office, Retirement Planning, Investments, Alternative Investments, Financial Advisory, Asset Allocation, Financial Planning, Portfolio Management, Estate Planning, Investment Advisory, Series 63, 401k, Mutual Funds, Management, Strategic Planning
Education
University of North Carolina at Chapel Hill 1982 — 1986
BS with Honors, Business Administration
Reid Wilkinson, MBA Reid Wilkinson, MBA's Merrill Lynch Experience January 2005 - July 2005
Job Assistant Vice President; Senior Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2012 - Present
Bank of America December 2010 - June 2012
. December 2007 - October 2010
Wells Fargo Financial January 2007 - July 2009
WACHOVIA MORTGAGE (Wealth Division) April 2006 - October 2007
Merrill Lynch January 2005 - July 2005
Skills
Finance, Investments, Financial Services, Asset Managment, Credit Analysis, Credit, Consumer Lending, Banking, Loans, Mortgage Lending, Commercial Banking, Financial Analysis, Underwriting, Small Business Lending, Financial Accounting, Cost Accounting, Management Accounting, Notary Public, Sales, Sales Presentations, Cold Calling, Small Business, Leadership, Insurance, Portfolio Management, Management, Financial Risk, Analysis, Loan Origination
Education
Wingate University 2011 — 2013
Master in Business Administration, Finance, 3.7
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science, Finance & Accounting
Bank of America June 2012 - Present
Bank of America December 2010 - June 2012
. December 2007 - October 2010
Wells Fargo Financial January 2007 - July 2009
WACHOVIA MORTGAGE (Wealth Division) April 2006 - October 2007
Merrill Lynch January 2005 - July 2005
Skills
Finance, Investments, Financial Services, Asset Managment, Credit Analysis, Credit, Consumer Lending, Banking, Loans, Mortgage Lending, Commercial Banking, Financial Analysis, Underwriting, Small Business Lending, Financial Accounting, Cost Accounting, Management Accounting, Notary Public, Sales, Sales Presentations, Cold Calling, Small Business, Leadership, Insurance, Portfolio Management, Management, Financial Risk, Analysis, Loan Origination
Education
Wingate University 2011 — 2013
Master in Business Administration, Finance, 3.7
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science, Finance & Accounting
Michael Ormaza Michael Ormaza's Merrill Lynch Experience January 2007 - May 2007
Job Channel Business Development Manager at Dell
Industry Information Technology and Services
Experience
Dell August 2015 - Present
Dell February 2014 - August 2015
Dell August 2012 - February 2014
Dell June 2011 - August 2012
Dell January 2010 - May 2011
Dell June 2009 - January 2010
FleetOne May 2008 - June 2009
Carolina Pool Plastering January 2008 - April 2008
University of North Carolina at Charlotte August 2007 - December 2007
Merrill Lynch January 2007 - May 2007
Skills
Direct Sales, Enterprise Software, Sales Process, Cloud Computing, Data Center, Solution Selling, Salesforce.com, Selling, Sales Operations, Competitive Analysis, Sales Management, Sales, Cold Calling, Account Management, Virtualization, Management, Marketing, Negotiation, Microsoft Office, Forecasting, Team Building, Microsoft Excel, Storage Solutions, Partner Management, Storage, Coaching, Lead Generation, Strategic Planning, Team Leadership, Networking, Teamwork, Proposal Writing, Business Analysis, Business Strategy, Indirect Channel Sales, Datacenter..., Server Architecture, SAN, DAS, NAS, Solution Architecture, International Marketing, International Sales, Problem Solving, VTSP 5, New Business Development, Training, Disaster Recovery, Channel Partners, Channel Account...
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Bachelor of Science in Busiess Administration, International Business and Marketing
Dell August 2015 - Present
Dell February 2014 - August 2015
Dell August 2012 - February 2014
Dell June 2011 - August 2012
Dell January 2010 - May 2011
Dell June 2009 - January 2010
FleetOne May 2008 - June 2009
Carolina Pool Plastering January 2008 - April 2008
University of North Carolina at Charlotte August 2007 - December 2007
Merrill Lynch January 2007 - May 2007
Skills
Direct Sales, Enterprise Software, Sales Process, Cloud Computing, Data Center, Solution Selling, Salesforce.com, Selling, Sales Operations, Competitive Analysis, Sales Management, Sales, Cold Calling, Account Management, Virtualization, Management, Marketing, Negotiation, Microsoft Office, Forecasting, Team Building, Microsoft Excel, Storage Solutions, Partner Management, Storage, Coaching, Lead Generation, Strategic Planning, Team Leadership, Networking, Teamwork, Proposal Writing, Business Analysis, Business Strategy, Indirect Channel Sales, Datacenter..., Server Architecture, SAN, DAS, NAS, Solution Architecture, International Marketing, International Sales, Problem Solving, VTSP 5, New Business Development, Training, Disaster Recovery, Channel Partners, Channel Account...
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Bachelor of Science in Busiess Administration, International Business and Marketing
Anthony Harp, CRPC® Anthony Harp, CRPC®'s Merrill Lynch Experience August 2003 - May 2007
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Merrill Edge May 2007 - May 2011
Merrill Lynch August 2003 - May 2007
Skills
Retirement Planning, Retail Banking, Wealth Management, Project Management, Microsoft Office, Management, Financial Advisory, Financial Planning
Education
University of North Florida 1999 — 2002
Bachelor's degree, Accounting
Bank of America Merrill Lynch May 2011 - Present
Merrill Edge May 2007 - May 2011
Merrill Lynch August 2003 - May 2007
Skills
Retirement Planning, Retail Banking, Wealth Management, Project Management, Microsoft Office, Management, Financial Advisory, Financial Planning
Education
University of North Florida 1999 — 2002
Bachelor's degree, Accounting
Chris Leeper, CFP® Chris Leeper, CFP®'s Merrill Lynch Experience 1993 - 1997
Job Senior Vice President Investments, Meinrod & Leeper Wealth Managment of Raymond James
Industry Financial Services
Experience
Meinrod & Leeper Wealth Managment of Raymond James September 2005 - Present
Robert W. Baird & Co. 1997 - 2005
Merrill Lynch 1993 - 1997
Skills
Retirement Planning, Investments, Estate Planning, Retirement, Asset Allocation, Asset Management, Long-term Care, Strategic Financial..., Portfolio Management, Wealth Management
Education
University of North Carolina at Greensboro 1989 — 1993
Bachelor, Business
Asheville High School 1985 — 1989
High School
Meinrod & Leeper Wealth Managment of Raymond James September 2005 - Present
Robert W. Baird & Co. 1997 - 2005
Merrill Lynch 1993 - 1997
Skills
Retirement Planning, Investments, Estate Planning, Retirement, Asset Allocation, Asset Management, Long-term Care, Strategic Financial..., Portfolio Management, Wealth Management
Education
University of North Carolina at Greensboro 1989 — 1993
Bachelor, Business
Asheville High School 1985 — 1989
High School
Morgan Beam Morgan Beam's Merrill Lynch Experience August 2007 - January 2008
Job Business Development Consultant at Samet Corporation
Industry Real Estate
Experience
Samet Corporation September 2015 - Present
Cardinal Consulting NC June 2011 - 2015
Office of the Governor, The State of North Carolina January 2013 - May 2013
The Pat McCrory Committee January 2012 - January 2013
NC General Assembly January 2010 - October 2011
Oceancrest Advisory Service April 2008 - May 2009
Merrill Lynch August 2007 - January 2008
Skills
Political Consulting, Finance, Social Media, Campaigns, Fundraising, Politics, Political Campaigns, Strategic Communications, Investments, Public Policy, Legislative Relations
Education
University of North Carolina at Wilmington 2005 — 2009
B.A., Finance
University of Valencia 2007 — 2007
International Marketing
Samet Corporation September 2015 - Present
Cardinal Consulting NC June 2011 - 2015
Office of the Governor, The State of North Carolina January 2013 - May 2013
The Pat McCrory Committee January 2012 - January 2013
NC General Assembly January 2010 - October 2011
Oceancrest Advisory Service April 2008 - May 2009
Merrill Lynch August 2007 - January 2008
Skills
Political Consulting, Finance, Social Media, Campaigns, Fundraising, Politics, Political Campaigns, Strategic Communications, Investments, Public Policy, Legislative Relations
Education
University of North Carolina at Wilmington 2005 — 2009
B.A., Finance
University of Valencia 2007 — 2007
International Marketing
Celeste Allen's Merrill Lynch Experience February 2007 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2007 - Present
Skills
Wealth Management, Investments, Financial Services, Securities
Education
University of North Carolina at Greensboro 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Greensboro 1998 — 2003
Bachelor of Science (B.S.), Human Development and Family Studies
Merrill Lynch February 2007 - Present
Skills
Wealth Management, Investments, Financial Services, Securities
Education
University of North Carolina at Greensboro 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Greensboro 1998 — 2003
Bachelor of Science (B.S.), Human Development and Family Studies
Charlie Winn Charlie Winn's Merrill Lynch Experience June 2008 - August 2008
Job Strategic Business Development Leader
Industry Management Consulting
Experience
PatientPay, Inc. June 2014 - Present
Paradigm 5 April 2014 - Present
Trinity Merchant Group January 2013 - April 2014
The Southwestern Company May 2009 - September 2012
Bandwidth.com January 2010 - May 2010
Merrill Lynch June 2008 - August 2008
Skills
Sales, Cold Calling, Selling, Management, Account Management, Direct Sales, Sales Management, Marketing, Recruiting, Salesforce.com, Leadership, Interviews, Sales Process, Building Relationships, Lead Generation, Business Development, Sales Presentations, Relationship Building
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Bachelor's Degree
PatientPay, Inc. June 2014 - Present
Paradigm 5 April 2014 - Present
Trinity Merchant Group January 2013 - April 2014
The Southwestern Company May 2009 - September 2012
Bandwidth.com January 2010 - May 2010
Merrill Lynch June 2008 - August 2008
Skills
Sales, Cold Calling, Selling, Management, Account Management, Direct Sales, Sales Management, Marketing, Recruiting, Salesforce.com, Leadership, Interviews, Sales Process, Building Relationships, Lead Generation, Business Development, Sales Presentations, Relationship Building
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Bachelor's Degree
Scott Bissinger Scott Bissinger's Merrill Lynch Experience June 2011 - August 2011
Job Entrepreneur and innovator focused on improving life with diabetes
Industry Health, Wellness and Fitness
Experience
Glooko April 2015 - Present
Everyday Glucose May 2012 - Present
Achieving Better Control, Inc November 2014 - March 2015
Achieving Better Control, Inc May 2014 - November 2014
Achieving Better Control, Inc. December 2013 - April 2014
BD July 2013 - November 2013
Merrill Lynch June 2011 - August 2011
Van Wagner Sports Group May 2010 - August 2010
Procedura May 2009 - August 2009
Van Wagner Communications, LLC April 2008 - June 2008
Skills
PowerPoint, Microsoft Excel, Wordpress, Microsoft Word, Social Media, Facebook, Sports Marketing, Event Planning, Social Networking, Social Media Marketing, Sports, Marketing, Sports Management, Sponsorship, Public Speaking, Microsoft Office, Event Management, Entrepreneurship, Fundraising, Strategy, Leadership, Salesforce.com, Sales, Business Strategy, Competitive Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor's Degree, Concentration in Entrepreneurship
The Pingry School 2004 — 2008
Glooko April 2015 - Present
Everyday Glucose May 2012 - Present
Achieving Better Control, Inc November 2014 - March 2015
Achieving Better Control, Inc May 2014 - November 2014
Achieving Better Control, Inc. December 2013 - April 2014
BD July 2013 - November 2013
Merrill Lynch June 2011 - August 2011
Van Wagner Sports Group May 2010 - August 2010
Procedura May 2009 - August 2009
Van Wagner Communications, LLC April 2008 - June 2008
Skills
PowerPoint, Microsoft Excel, Wordpress, Microsoft Word, Social Media, Facebook, Sports Marketing, Event Planning, Social Networking, Social Media Marketing, Sports, Marketing, Sports Management, Sponsorship, Public Speaking, Microsoft Office, Event Management, Entrepreneurship, Fundraising, Strategy, Leadership, Salesforce.com, Sales, Business Strategy, Competitive Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor's Degree, Concentration in Entrepreneurship
The Pingry School 2004 — 2008
Mary Winstead Mary Winstead's Merrill Lynch Experience 1995 - 2000
Job Licensed Real Estate Broker at Berkshire Hathaway Home Services Yost and Little
Industry Real Estate
Experience
Berkshire Hathaway Home Services Yost and Little March 2015 - Present
Canterbury School - Greensboro, NC February 2006 - September 2014
Dickinson Logan Todd and Barber September 2000 - February 2006
Merrill Lynch 1995 - 2000
Skills
Fundraising, Event Planning, Volunteer Management, Non-profits, Alumni Relations, Social Media, Annual Giving, Stewardship, Marketing Communications, Program Development, Philanthropy, Nonprofits, Grant Writing, Community Outreach, Newsletters, Social Networking
Education
University of North Carolina at Greensboro 1987 — 1992
Bachelor of Science, Business
Berkshire Hathaway Home Services Yost and Little March 2015 - Present
Canterbury School - Greensboro, NC February 2006 - September 2014
Dickinson Logan Todd and Barber September 2000 - February 2006
Merrill Lynch 1995 - 2000
Skills
Fundraising, Event Planning, Volunteer Management, Non-profits, Alumni Relations, Social Media, Annual Giving, Stewardship, Marketing Communications, Program Development, Philanthropy, Nonprofits, Grant Writing, Community Outreach, Newsletters, Social Networking
Education
University of North Carolina at Greensboro 1987 — 1992
Bachelor of Science, Business
Thomas C. Hall, MBA Thomas C. Hall, MBA's Merrill Lynch Experience November 2011 - December 2013
Job Sales SpecialistPlumbing
Industry Building Materials
Experience
Lowe's Companies, Inc. August 2015 - Present
Lowe's Companies, Inc. April 2015 - August 2015
KCI Technologies, Inc. September 2014 - December 2014
Merrill Lynch November 2011 - December 2013
CommunityOne Bank August 2009 - November 2011
BB&T September 2006 - August 2009
University of North Carolina Wilmington May 2004 - May 2006
Tax-Sheltered Planning, Inc. 1998 - 2004
Skills
Loans, Banking, Finance, Strategic Financial..., Private Equity, Retirement Planning, Wealth Management, Series 7, Financial Analysis, Insurance, Credit, Mortgage Lending, Risk Management, Estate Planning, Financial Modeling, Financial Services, New Business Development, Public Speaking, Small Business Lending, Strategic Planning, Team Building, Credit Analysis, Financial Planning, Leadership, Portfolio Management, Management, Customer Service, Microsoft Office
Education
Cameron School of Business at UNC Wilmington 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Wilmington 1993 — 1998
Bachelor of Arts (BA), History with Minor in Political Science
Lowe's Companies, Inc. August 2015 - Present
Lowe's Companies, Inc. April 2015 - August 2015
KCI Technologies, Inc. September 2014 - December 2014
Merrill Lynch November 2011 - December 2013
CommunityOne Bank August 2009 - November 2011
BB&T September 2006 - August 2009
University of North Carolina Wilmington May 2004 - May 2006
Tax-Sheltered Planning, Inc. 1998 - 2004
Skills
Loans, Banking, Finance, Strategic Financial..., Private Equity, Retirement Planning, Wealth Management, Series 7, Financial Analysis, Insurance, Credit, Mortgage Lending, Risk Management, Estate Planning, Financial Modeling, Financial Services, New Business Development, Public Speaking, Small Business Lending, Strategic Planning, Team Building, Credit Analysis, Financial Planning, Leadership, Portfolio Management, Management, Customer Service, Microsoft Office
Education
Cameron School of Business at UNC Wilmington 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Wilmington 1993 — 1998
Bachelor of Arts (BA), History with Minor in Political Science
Mills Brinson Mills Brinson's Merrill Lynch Experience July 1982 - December 1985
Job Vice President at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow July 1992 - Present
Merrill Lynch July 1982 - December 1985
Skills
Wealth Management, Retirement Planning, Securities, Series 7, Investment Advisory, Portfolio Management, Series 63, Financial Advisory
Education
Wake Forest University - Babcock Graduate School of Management 1975 — 1977
Master of Business Administration (M.B.A.), Business
University of North Carolina at Chapel Hill 1963 — 1967
Bachelor's Degree, A.B Political Science
BB&T Scott & Stringfellow July 1992 - Present
Merrill Lynch July 1982 - December 1985
Skills
Wealth Management, Retirement Planning, Securities, Series 7, Investment Advisory, Portfolio Management, Series 63, Financial Advisory
Education
Wake Forest University - Babcock Graduate School of Management 1975 — 1977
Master of Business Administration (M.B.A.), Business
University of North Carolina at Chapel Hill 1963 — 1967
Bachelor's Degree, A.B Political Science
Catherine Shoemaker Catherine Shoemaker's Merrill Lynch Experience April 2012 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - November 2012
Red Ventures June 2011 - August 2011
Education
University of North Carolina at Pembroke 2007 — 2011
Merrill Lynch April 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - November 2012
Red Ventures June 2011 - August 2011
Education
University of North Carolina at Pembroke 2007 — 2011
Sarah Lunenfeld Sarah Lunenfeld's Merrill Lynch Experience July 2015 - Present
Job Seasonal Marketing & Client Associate at Merrill Lynch
Industry Government Relations
Experience
Merrill Lynch July 2015 - Present
Kathryn Walker for Student Body President December 2014 - February 2015
Kappa Kappa Gamma February 2014 - December 2014
Panhellenic Council at the University of North Carolina June 2014 - September 2014
U.S. Trade and Development Agency May 2014 - August 2014
University of North Carolina at Chapel Hill January 2014 - April 2014
The Hill: Chapel Hill Nonpartisan Political Review January 2013 - February 2014
Tulane University October 2011 - May 2012
Education
University of North Carolina at Chapel Hill 2012 — 2015
Bachelor of Arts (B.A.), Political Science and Peace, War, and Defense, 3.7 Major GPA; 3.75 Cumulative GPA
Merrill Lynch July 2015 - Present
Kathryn Walker for Student Body President December 2014 - February 2015
Kappa Kappa Gamma February 2014 - December 2014
Panhellenic Council at the University of North Carolina June 2014 - September 2014
U.S. Trade and Development Agency May 2014 - August 2014
University of North Carolina at Chapel Hill January 2014 - April 2014
The Hill: Chapel Hill Nonpartisan Political Review January 2013 - February 2014
Tulane University October 2011 - May 2012
Education
University of North Carolina at Chapel Hill 2012 — 2015
Bachelor of Arts (B.A.), Political Science and Peace, War, and Defense, 3.7 Major GPA; 3.75 Cumulative GPA
Ben Blackburn's Merrill Lynch Experience June 2004 - May 2006
Job Director, Corporate Development at LanzaTech
Industry Renewables & Environment
Experience
LanzaTech January 2013 - Present
LanzaTech May 2012 - December 2012
Investors' Circle January 2011 - May 2012
Duke Energy Corporation June 2011 - August 2011
The North Face September 2009 - July 2010
The North Face July 2007 - September 2009
Jefferies & Company May 2006 - May 2007
Merrill Lynch June 2004 - May 2006
Skills
Renewable Energy, Cleantech, Energy Efficiency, Smart Grid, Solar, Product Development, Product Management, Sustainable Business, Sustainable Design, Clean Energy, Sustainability, Energy, Mergers & Acquisitions, Private Equity, Strategy, Solar Energy, Business Strategy, Market Analysis, Strategic Planning, Venture Capital, Corporate Finance, Corporate Development, Entrepreneurship, Investments, Analysis, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Sustainable Enterprise, Entrepreneurship, Corp. Finance
Wake Forest University 2000 — 2004
BA, Politcal Science, International Relations, Finance
LanzaTech January 2013 - Present
LanzaTech May 2012 - December 2012
Investors' Circle January 2011 - May 2012
Duke Energy Corporation June 2011 - August 2011
The North Face September 2009 - July 2010
The North Face July 2007 - September 2009
Jefferies & Company May 2006 - May 2007
Merrill Lynch June 2004 - May 2006
Skills
Renewable Energy, Cleantech, Energy Efficiency, Smart Grid, Solar, Product Development, Product Management, Sustainable Business, Sustainable Design, Clean Energy, Sustainability, Energy, Mergers & Acquisitions, Private Equity, Strategy, Solar Energy, Business Strategy, Market Analysis, Strategic Planning, Venture Capital, Corporate Finance, Corporate Development, Entrepreneurship, Investments, Analysis, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Sustainable Enterprise, Entrepreneurship, Corp. Finance
Wake Forest University 2000 — 2004
BA, Politcal Science, International Relations, Finance
Kevin R Smith's Merrill Lynch Experience October 2011 - December 2012
Job Founder and CEO WealthCare Engineering, LLC; Mutual of Omaha Investor Services, Financial Advisor
Industry Financial Services
Experience
WealthCare Engineering, LLC November 2014 - Present
Mutual of Omaha 2015 - 2015
KeyBank 2013 - 2014
The Investment Center at FirstMerit June 2013 - September 2013
Merrill Lynch October 2011 - December 2012
Bank of America December 2001 - October 2011
Education
University of North Carolina at Wilmington 1991 — 1997
Bachelor's Degree, Psychology, 3.0
University of North Carolina at Wilmington 1991 — 1996
Bachelor's Degree, Political Science and Government, 3.0
Harnett Central 1985 — 1989
High School, College Prep
WealthCare Engineering, LLC November 2014 - Present
Mutual of Omaha 2015 - 2015
KeyBank 2013 - 2014
The Investment Center at FirstMerit June 2013 - September 2013
Merrill Lynch October 2011 - December 2012
Bank of America December 2001 - October 2011
Education
University of North Carolina at Wilmington 1991 — 1997
Bachelor's Degree, Psychology, 3.0
University of North Carolina at Wilmington 1991 — 1996
Bachelor's Degree, Political Science and Government, 3.0
Harnett Central 1985 — 1989
High School, College Prep
Ryan Marchi Ryan Marchi's Merrill Lynch Experience September 2008 - May 2009
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC September 2009 - Present
Surfcamp Inc. May 2007 - Present
Merrill Lynch September 2008 - May 2009
Skills
Investments, Microsoft Excel, Portfolio Management, Uniform Combined State..., Customer Service, Series 7, Series 65, Series 63, Sales, Mutual Funds
Education
University of North Carolina at Wilmington 2006 — 2010
Economics & Finance
Wells Fargo Advisors LLC September 2009 - Present
Surfcamp Inc. May 2007 - Present
Merrill Lynch September 2008 - May 2009
Skills
Investments, Microsoft Excel, Portfolio Management, Uniform Combined State..., Customer Service, Series 7, Series 65, Series 63, Sales, Mutual Funds
Education
University of North Carolina at Wilmington 2006 — 2010
Economics & Finance
Marissa Paiva Marissa Paiva's Merrill Lynch Experience May 2008 - May 2009
Job Four Seasons Hotels and Resorts
Industry Education Management
Experience
Four Seasons Hotels and Resorts March 2015 - Present
Liberty in North Korea August 2014 - December 2014
J. Alexander's Restaurants August 2012 - August 2014
Seoul Metropolitan Office of Education March 2011 - March 2012
Merrill Lynch May 2008 - May 2009
Skills
Teaching, Public Speaking, Event Planning, Fundraising, Nonprofits, Social Media, Event Management, Travel Planning, Travel Management, Team Leadership, Salesforce Training, Microsoft Office, Lesson Planning, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science (BS), Finance/Business
University of Valencia 2007 — 2007
Summer Abroad 2007
Four Seasons Hotels and Resorts March 2015 - Present
Liberty in North Korea August 2014 - December 2014
J. Alexander's Restaurants August 2012 - August 2014
Seoul Metropolitan Office of Education March 2011 - March 2012
Merrill Lynch May 2008 - May 2009
Skills
Teaching, Public Speaking, Event Planning, Fundraising, Nonprofits, Social Media, Event Management, Travel Planning, Travel Management, Team Leadership, Salesforce Training, Microsoft Office, Lesson Planning, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science (BS), Finance/Business
University of Valencia 2007 — 2007
Summer Abroad 2007
Bryon Forbes Bryon Forbes's Merrill Lynch Experience November 2004 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2004 - Present
Skills
Team Building
Education
University of North Carolina at Greensboro 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Merrill Lynch November 2004 - Present
Skills
Team Building
Education
University of North Carolina at Greensboro 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Sarah Martineau Sarah Martineau's Merrill Lynch Experience August 2015 - Present
Job Administrative Assistant II at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2015 - Present
Martineau Recruiting Technology June 2015 - August 2015
Quaintance-Weaver Restaurants & Hotels August 2014 - May 2015
Quaintance-Weaver Restaurants & Hotels May 2014 - August 2014
Coordinated Events January 2014 - May 2014
The Center for Creative Leadership May 2011 - December 2013
Skills
Event Planning, Leadership Development, Event Management, Hospitality, Organizational..., Organization, Public Speaking, Microsoft Office, Customer Service, Time Management, Leadership, Social Media, Organizational...
Education
University of North Carolina at Greensboro 2010 — 2014
Bachelor of Science (B.S.), Commercial Recreation and Event Management
Merrill Lynch August 2015 - Present
Martineau Recruiting Technology June 2015 - August 2015
Quaintance-Weaver Restaurants & Hotels August 2014 - May 2015
Quaintance-Weaver Restaurants & Hotels May 2014 - August 2014
Coordinated Events January 2014 - May 2014
The Center for Creative Leadership May 2011 - December 2013
Skills
Event Planning, Leadership Development, Event Management, Hospitality, Organizational..., Organization, Public Speaking, Microsoft Office, Customer Service, Time Management, Leadership, Social Media, Organizational...
Education
University of North Carolina at Greensboro 2010 — 2014
Bachelor of Science (B.S.), Commercial Recreation and Event Management
Gina Barbato Gina Barbato's Merrill Lynch Experience June 2012 - August 2012
Job Investment Banking Analyst at PNC
Industry Investment Banking
Experience
PNC September 2015 - Present
PNC June 2014 - September 2015
UNC Visitors' Center August 2011 - May 2014
Wells Fargo June 2013 - August 2013
Bloomberg LP January 2012 - December 2012
Washington Partners – Tampa, FL May 2011 - December 2012
Merrill Lynch June 2012 - August 2012
Office of the Attorney General June 2011 - July 2011
Palozzi Designs April 2010 - August 2010
Frostings, Etc. May 2009 - August 2010
Skills
Microsoft Office, Excel, Cold Calling, Salesforce.com, Social Media, Bloomberg Terminal, Spanish-speaking, Modern Standard Arabic, Microsoft Excel, Data Analysis, Facebook, Event Planning, Public Relations, PowerPoint, Market Research, Spanish, Social Media Marketing, Marketing Communications, Social Networking, Marketing, Leadership, Press Releases, Fundraising, Public Speaking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BSBA, International Business
Academy of the Holy Names 2006 — 2010
High School Diploma
PNC September 2015 - Present
PNC June 2014 - September 2015
UNC Visitors' Center August 2011 - May 2014
Wells Fargo June 2013 - August 2013
Bloomberg LP January 2012 - December 2012
Washington Partners – Tampa, FL May 2011 - December 2012
Merrill Lynch June 2012 - August 2012
Office of the Attorney General June 2011 - July 2011
Palozzi Designs April 2010 - August 2010
Frostings, Etc. May 2009 - August 2010
Skills
Microsoft Office, Excel, Cold Calling, Salesforce.com, Social Media, Bloomberg Terminal, Spanish-speaking, Modern Standard Arabic, Microsoft Excel, Data Analysis, Facebook, Event Planning, Public Relations, PowerPoint, Market Research, Spanish, Social Media Marketing, Marketing Communications, Social Networking, Marketing, Leadership, Press Releases, Fundraising, Public Speaking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BSBA, International Business
Academy of the Holy Names 2006 — 2010
High School Diploma
Chance Yost Chance Yost's Merrill Lynch Experience June 2007 - January 2008
Job NCO United States Army
Industry Military
Experience
US Army October 2009 - Present
Alluvion Staffing January 2009 - May 2009
Merrill Lynch June 2007 - January 2008
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Managerial Finance, Risk Management, Government Contracting, Team Building, Budgets, Microsoft Office, Process Improvement, Asset Managment, Analysis
Education
University of North Florida 2006 — 2008
BBA, Finance
US Army October 2009 - Present
Alluvion Staffing January 2009 - May 2009
Merrill Lynch June 2007 - January 2008
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Managerial Finance, Risk Management, Government Contracting, Team Building, Budgets, Microsoft Office, Process Improvement, Asset Managment, Analysis
Education
University of North Florida 2006 — 2008
BBA, Finance
Peter Karabatos Peter Karabatos's Merrill Lynch Experience June 2007 - September 2007
Job Foreign Exchange and Interest Rate Derivatives Sales Trader at Silicon Valley Bank
Industry Capital Markets
Experience
Silicon Valley Bank September 2011 - Present
Financial Software Systems July 2010 - September 2011
Peter Karabatos January 2010 - July 2010
ING March 2004 - April 2009
Merrill Lynch June 2007 - September 2007
American Express February 2003 - March 2004
WACHOVIA BANK June 1998 - February 2003
First Union 1998 - 2003
Skills
Capital Markets, Options, Interest Rate..., Derivatives, Trading, Financial Markets, Investment Banking, Hedging, Swaps, Fixed Income, Equities, Valuation, Foreign Exchange, Portfolio Management, Banking, Currency, Risk Management, Finance, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Corporate Finance, 3.8/4.0
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science with Honors, Business Administration
Boyertown Area Senior High
Silicon Valley Bank September 2011 - Present
Financial Software Systems July 2010 - September 2011
Peter Karabatos January 2010 - July 2010
ING March 2004 - April 2009
Merrill Lynch June 2007 - September 2007
American Express February 2003 - March 2004
WACHOVIA BANK June 1998 - February 2003
First Union 1998 - 2003
Skills
Capital Markets, Options, Interest Rate..., Derivatives, Trading, Financial Markets, Investment Banking, Hedging, Swaps, Fixed Income, Equities, Valuation, Foreign Exchange, Portfolio Management, Banking, Currency, Risk Management, Finance, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Corporate Finance, 3.8/4.0
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science with Honors, Business Administration
Boyertown Area Senior High
David McCoy David McCoy's Merrill Lynch Experience April 2014 - Present
Job Sr. eComm Product Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Bank of America June 2011 - April 2014
Bank of America June 2010 - June 2011
Bank of America June 2010 - June 2011
Cell Microsystems October 2009 - June 2010
UNC Kenan-Flagler Business School August 2008 - May 2010
Lion's Cathedral Productions April 2006 - January 2010
IBM May 2009 - August 2009
Bioptigen, Inc. March 2009 - June 2009
GlaxoSmithKline November 1998 - August 2008
Skills
Social Media Marketing, Strategy, Start-ups, Business Development, Vendor Management, Mobile Devices, Marketing Strategy, Business Planning, Mobile Applications, Social Media, Analysis, E-commerce
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Master of Business Administration
Wake Forest University 1994 — 1998
BS, Biology
Merrill Lynch April 2014 - Present
Bank of America June 2011 - April 2014
Bank of America June 2010 - June 2011
Bank of America June 2010 - June 2011
Cell Microsystems October 2009 - June 2010
UNC Kenan-Flagler Business School August 2008 - May 2010
Lion's Cathedral Productions April 2006 - January 2010
IBM May 2009 - August 2009
Bioptigen, Inc. March 2009 - June 2009
GlaxoSmithKline November 1998 - August 2008
Skills
Social Media Marketing, Strategy, Start-ups, Business Development, Vendor Management, Mobile Devices, Marketing Strategy, Business Planning, Mobile Applications, Social Media, Analysis, E-commerce
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Master of Business Administration
Wake Forest University 1994 — 1998
BS, Biology
Rebecca Kishbaugh, CRPC's Merrill Lynch Experience January 2007 - August 2008
Job Paraplanner at Gaulden & Associates, An Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Gaulden & Associates, An Ameriprise Private Wealth Advisory Practice October 2011 - Present
Morgan Stanley Smith Barney August 2008 - October 2011
Merrill Lynch January 2007 - August 2008
Education
University of North Carolina at Chapel Hill 2002 — 2006
Gaulden & Associates, An Ameriprise Private Wealth Advisory Practice October 2011 - Present
Morgan Stanley Smith Barney August 2008 - October 2011
Merrill Lynch January 2007 - August 2008
Education
University of North Carolina at Chapel Hill 2002 — 2006
Joe Khalaf's Merrill Lynch Experience August 2007 - December 2007
Job Manager at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group 2008 - Present
Huron Healthcare 2008 - June 2012
Merrill Lynch August 2007 - December 2007
Ormed GmbH May 2006 - July 2006
Skills
Performance Improvement, Management Consulting, Change Management, Data Analysis, Process Improvement, Management, Revenue Cycle, Healthcare, Healthcare Consulting, Project Management, Business Process..., Strategic Planning, Healthcare Information..., Strategy, Leadership, Financial Analysis, Consulting, Healthcare Management, Financial Modeling, Healthcare Industry, Analysis, Program Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, BA Int Studies, International Business, West European Politics, German
Huron Consulting Group 2008 - Present
Huron Healthcare 2008 - June 2012
Merrill Lynch August 2007 - December 2007
Ormed GmbH May 2006 - July 2006
Skills
Performance Improvement, Management Consulting, Change Management, Data Analysis, Process Improvement, Management, Revenue Cycle, Healthcare, Healthcare Consulting, Project Management, Business Process..., Strategic Planning, Healthcare Information..., Strategy, Leadership, Financial Analysis, Consulting, Healthcare Management, Financial Modeling, Healthcare Industry, Analysis, Program Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, BA Int Studies, International Business, West European Politics, German
Melissa Ivin Melissa Ivin's Merrill Lynch Experience July 2012 - October 2012
Job Senior Financial Analyst at Capital One
Industry Financial Services
Experience
Capital One June 2015 - Present
Capital One July 2014 - June 2015
Capital One October 2013 - July 2014
Capital One November 2012 - October 2013
Merrill Lynch July 2012 - October 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Investment Banking, Strategic Financial..., Financial Accounting, Retail Banking, Research, Microsoft Excel, Financial Planning, Financial Analysis, Data Analysis, Finance, Financial Modeling, Microsoft Office, PowerPoint, Analysis, Corporate Finance, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor’s Degree, Finance, 3.97
Capital One June 2015 - Present
Capital One July 2014 - June 2015
Capital One October 2013 - July 2014
Capital One November 2012 - October 2013
Merrill Lynch July 2012 - October 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Investment Banking, Strategic Financial..., Financial Accounting, Retail Banking, Research, Microsoft Excel, Financial Planning, Financial Analysis, Data Analysis, Finance, Financial Modeling, Microsoft Office, PowerPoint, Analysis, Corporate Finance, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor’s Degree, Finance, 3.97
Andrei Amaritei's Merrill Lynch Experience May 2003 - August 2003
Job Banking and Investments Professional, CFA
Industry Banking
Experience
National Securities March 2011 - Present
New venture March 2010 - March 2011
BMO Capital Markets June 2004 - September 2008
Merrill Lynch May 2003 - August 2003
Skills
Investments, Corporate Finance, Investment Banking, Portfolio Management, Equities, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, concetration in Finance, Finance
National Securities March 2011 - Present
New venture March 2010 - March 2011
BMO Capital Markets June 2004 - September 2008
Merrill Lynch May 2003 - August 2003
Skills
Investments, Corporate Finance, Investment Banking, Portfolio Management, Equities, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, concetration in Finance, Finance
Jon Wach's Merrill Lynch Experience April 2007 - December 2008
Job Accounts Manager at Maxim Healthcare Services
Industry Hospital & Health Care
Experience
Maxim Healthcare Services April 2011 - Present
Maxim Healthcare Services February 2009 - April 2011
Merrill Lynch April 2007 - December 2008
Credit Suisse November 2005 - March 2007
EGW Personnel Services May 2005 - November 2005
Skills
Finance, Leadership, Management, Recruiting, Financial Analysis, Human Resources, Healthcare, Project Management, Strategic Planning, Training, Time Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration - Marketing Concentration
Maxim Healthcare Services April 2011 - Present
Maxim Healthcare Services February 2009 - April 2011
Merrill Lynch April 2007 - December 2008
Credit Suisse November 2005 - March 2007
EGW Personnel Services May 2005 - November 2005
Skills
Finance, Leadership, Management, Recruiting, Financial Analysis, Human Resources, Healthcare, Project Management, Strategic Planning, Training, Time Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
BSBA, Business Administration - Marketing Concentration
Wendell Wood Collins's Merrill Lynch Experience 1995 - 2006
Job Corporate Relations at Princeton University
Industry Public Relations and Communications
Experience
Princeton University September 2006 - Present
Princeton University September 2006 - April 2007
Merrill Lynch 1995 - 2006
Merrill Lynch Business Financial Services Inc. 2002 - 2005
Dow Jones Business Information Services 1993 - 1995
Associated Press 1986 - 1993
Skills
Research, Financial Analysis, Risk Management, Financial Modeling, Creative Writing, Marketing Communications, Corporate Communications, Finance, Fundraising, Marketing Strategy, Marketing, Leadership, Public Relations, Editing, Data Analysis, Portfolio Management, Strategic Communications
Education
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor's degree, Journalism and Political Science
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor of Arts (B.A.), Journalism and Political Science
Princeton University September 2006 - Present
Princeton University September 2006 - April 2007
Merrill Lynch 1995 - 2006
Merrill Lynch Business Financial Services Inc. 2002 - 2005
Dow Jones Business Information Services 1993 - 1995
Associated Press 1986 - 1993
Skills
Research, Financial Analysis, Risk Management, Financial Modeling, Creative Writing, Marketing Communications, Corporate Communications, Finance, Fundraising, Marketing Strategy, Marketing, Leadership, Public Relations, Editing, Data Analysis, Portfolio Management, Strategic Communications
Education
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor's degree, Journalism and Political Science
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor of Arts (B.A.), Journalism and Political Science
Shannon T. McMillan's Merrill Lynch Experience 2004 - 2007
Job Legal & Compliance Morgan Stanley & Co., Inc.
Industry Investment Banking
Experience
Morgan Stanley August 2007 - Present
Merrill Lynch 2004 - 2007
Education
University of North Carolina at Charlotte 1995 — 2000
Morgan Stanley August 2007 - Present
Merrill Lynch 2004 - 2007
Education
University of North Carolina at Charlotte 1995 — 2000
Adam Bray's Merrill Lynch Experience September 2011 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Wells Fargo December 2007 - August 2011
Skills
Investments, Portfolio Management
Education
University of North Carolina at Wilmington 2002 — 2006
Merrill Lynch September 2011 - Present
Wells Fargo December 2007 - August 2011
Skills
Investments, Portfolio Management
Education
University of North Carolina at Wilmington 2002 — 2006
Pete Duemig's Merrill Lynch Experience February 2006 - January 2008
Job AVP Private Banking
Industry Financial Services
Experience
U.S. Trust March 2008 - Present
Merrill Lynch February 2006 - January 2008
LendingTree March 2001 - December 2004
Wachovia November 1999 - March 2001
Skills
Recruiting, Financial Analysis, Strategy, Mortgage Lending, Sales, Vendor Management, Financial Services, Finance, Banking, Process Improvement, Loans, Portfolio Management, Risk Management, Commercial Lending, Relationship Management, Investments, Credit, Securities
Education
University of North Carolina at Charlotte 1991 — 1996
Bachelor of Science in Business Administration, Finance
U.S. Trust March 2008 - Present
Merrill Lynch February 2006 - January 2008
LendingTree March 2001 - December 2004
Wachovia November 1999 - March 2001
Skills
Recruiting, Financial Analysis, Strategy, Mortgage Lending, Sales, Vendor Management, Financial Services, Finance, Banking, Process Improvement, Loans, Portfolio Management, Risk Management, Commercial Lending, Relationship Management, Investments, Credit, Securities
Education
University of North Carolina at Charlotte 1991 — 1996
Bachelor of Science in Business Administration, Finance
Andrew M. Kistler, III's Merrill Lynch Experience 1983 - 1988
Job Senior Vice President Southeast Regional Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2012 - Present
Stifel Financial Corp. 2009 - 2012
Ameriprise Financial 2006 - 2009
Smith Barney 1988 - 2006
Merrill Lynch 1983 - 1988
Education
University of North Carolina at Charlotte - Belk College of Business 1979 — 1983
Bachelor of Arts, Business Administration
Janney Montgomery Scott 2012 - Present
Stifel Financial Corp. 2009 - 2012
Ameriprise Financial 2006 - 2009
Smith Barney 1988 - 2006
Merrill Lynch 1983 - 1988
Education
University of North Carolina at Charlotte - Belk College of Business 1979 — 1983
Bachelor of Arts, Business Administration
Barbara Shyloski's Merrill Lynch Experience Marketing Manager-Corporate UniversityThe Todd OrganizationNovember 2000 - August 2004
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Marketing Manager-Corporate UniversityThe Todd OrganizationNovember 2000 - August 2004
Wachovia Private Banking January 1997 - October 2000
N.C. Trust 1987 - 1991
Education
University of North Carolina at Greensboro 1981 — 1985
Merrill Lynch Marketing Manager-Corporate UniversityThe Todd OrganizationNovember 2000 - August 2004
Wachovia Private Banking January 1997 - October 2000
N.C. Trust 1987 - 1991
Education
University of North Carolina at Greensboro 1981 — 1985
William F. Beers's Merrill Lynch Experience September 2006 - December 2006
Job Asset and Liability Analyst at AgFirst Farm Credit Bank
Industry Banking
Experience
AgFirst Farm Credit Bank June 2011 - Present
Staples Inc. April 2009 - May 2011
Staples Inc. May 2008 - March 2009
Merrill Lynch September 2006 - December 2006
Skills
Excel, Access, AS400, Shared Services, Financial Analysis, VBA, Oracle Financials, QRM, Risk Management, Bloomberg, Financial Modeling, Investments, Financial Metrics
Education
University of North Carolina at Chapel Hill 2014 — 2015
Master of Business Administration (MBA)
University of South Carolina-Columbia 2003 — 2007
Business Administration, Finance and Real Estate
AgFirst Farm Credit Bank June 2011 - Present
Staples Inc. April 2009 - May 2011
Staples Inc. May 2008 - March 2009
Merrill Lynch September 2006 - December 2006
Skills
Excel, Access, AS400, Shared Services, Financial Analysis, VBA, Oracle Financials, QRM, Risk Management, Bloomberg, Financial Modeling, Investments, Financial Metrics
Education
University of North Carolina at Chapel Hill 2014 — 2015
Master of Business Administration (MBA)
University of South Carolina-Columbia 2003 — 2007
Business Administration, Finance and Real Estate
Hitesh Kumar's Merrill Lynch Experience June 2007 - July 2009
Job Executive Director at UBS Securities Co., Ltd
Industry Financial Services
Experience
UBS Securities Co., Ltd December 2009 - Present
Merrill Lynch June 2007 - July 2009
Deutsche Bank June 2005 - April 2007
Wachovia 1999 - 2002
Skills
Financial Modeling, Securitization, Special Situations, Fixed Income, Credit Derivatives, Investment Banking, Hedge Funds, Capital Markets, Equities, Valuation, Derivatives, Private Equity, Emerging Markets, Corporate Finance, Bloomberg, Alternative Investments, Equity Derivatives, Portfolio Management, Investments, Bonds, Swaps
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BSBA, Finance, Mathematics
UBS Securities Co., Ltd December 2009 - Present
Merrill Lynch June 2007 - July 2009
Deutsche Bank June 2005 - April 2007
Wachovia 1999 - 2002
Skills
Financial Modeling, Securitization, Special Situations, Fixed Income, Credit Derivatives, Investment Banking, Hedge Funds, Capital Markets, Equities, Valuation, Derivatives, Private Equity, Emerging Markets, Corporate Finance, Bloomberg, Alternative Investments, Equity Derivatives, Portfolio Management, Investments, Bonds, Swaps
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1999
BSBA, Finance, Mathematics
Charlie Utz's Merrill Lynch Experience May 2000 - Present
Job Senior Vice President and Senior Resident DirectorLake Norman with Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch May 2000 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Series 63, Financial Advisory, Alternative Investments, Securities, Mutual Funds
Education
University of North Carolina at Charlotte 1996 — 2000
Merrill Lynch May 2000 - Present
Skills
Wealth Management, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Series 63, Financial Advisory, Alternative Investments, Securities, Mutual Funds
Education
University of North Carolina at Charlotte 1996 — 2000
Eric. Fitch's Merrill Lynch Experience May 2004 - Present
Job Financial Advisor, Vice President at Banc of America Investments
Industry Financial Services
Experience
Merrill Lynch May 2004 - Present
Merrill Lynch 2004 - Present
Columbia Management / Formerly Banc of America Capital Management August 2001 - April 2004
Bank of America - Columbia Management 2002 - 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
BA, Economics
Merrill Lynch May 2004 - Present
Merrill Lynch 2004 - Present
Columbia Management / Formerly Banc of America Capital Management August 2001 - April 2004
Bank of America - Columbia Management 2002 - 2003
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1998
BA, Economics
Adam Boyle, CFA's Merrill Lynch Experience February 2012 - June 2013
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2013 - Present
Merrill Lynch February 2012 - June 2013
Merrill Lynch July 2009 - January 2012
Skills
Leveraged Finance, Financial Modeling, Valuation, High Yield Bonds, Private Equity, Investment Banking, LBO, Distressed Debt
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Finance, Chinese
Oaktree Capital Management July 2013 - Present
Merrill Lynch February 2012 - June 2013
Merrill Lynch July 2009 - January 2012
Skills
Leveraged Finance, Financial Modeling, Valuation, High Yield Bonds, Private Equity, Investment Banking, LBO, Distressed Debt
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Finance, Chinese
Alex Oleksy's Merrill Lynch Experience January 2000 - December 2000
Job AVP; GWIM Sr Team Operations Mgr at Bank of America/Columbia Management
Industry Banking
Experience
Bank of America/Columbia Management July 2004 - Present
Waddell and Reed August 2002 - April 2003
Merrill Lynch January 2000 - December 2000
Goldman Sachs January 1999 - December 1999
Skills
Portfolio Management, Investments, Bloomberg, Management, Strategy, Analysis, Marketing, Trading, Trading Systems, Banking, Sales, Human Resources, Equities, Fixed Income, Finance, Risk Management, Training, Asset Allocation, Asset Management
Education
University of North Carolina at Charlotte
Finance
Bank of America/Columbia Management July 2004 - Present
Waddell and Reed August 2002 - April 2003
Merrill Lynch January 2000 - December 2000
Goldman Sachs January 1999 - December 1999
Skills
Portfolio Management, Investments, Bloomberg, Management, Strategy, Analysis, Marketing, Trading, Trading Systems, Banking, Sales, Human Resources, Equities, Fixed Income, Finance, Risk Management, Training, Asset Allocation, Asset Management
Education
University of North Carolina at Charlotte
Finance
Sean Olert's Merrill Lynch Experience July 2010 - Present
Job Compliance Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Merrill Lynch December 2007 - June 2010
Bank of America August 2005 - November 2007
AXA Advisors December 2004 - June 2005
Skills
Investments, Wealth Management
Education
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Science in Business Administration, Finance
Merrill Lynch July 2010 - Present
Merrill Lynch December 2007 - June 2010
Bank of America August 2005 - November 2007
AXA Advisors December 2004 - June 2005
Skills
Investments, Wealth Management
Education
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Science in Business Administration, Finance
Elliot Hayes's Merrill Lynch Experience 1997 - 1998
Job Accountant, Owner, RBH Business Solutions, LLC
Industry Accounting
Experience
RBH Business Solutions, LLC March 2002 - Present
Haier America February 2000 - March 2002
Merrill Lynch 1997 - 1998
Skills
Professional Services, Accounting, Tax, Bookkeeping, Income Tax, Tax Preparation, Corporate Tax, Tax Compliance, Tax Accounting, Sales Tax, International Tax, Cost Accounting, Tax Returns, Financial Accounting, Finance, Accountants, Managerial Finance, Financial Analysis, Management, Budgets, IRS, Employee Benefits, Account Reconciliation, Cash Management, Strategic Financial..., Small Business, Auditing, QuickBooks, Tax Law, Financial Reporting, Payroll, Accounts Receivable, Time Management, Payroll Services, Business, Mergers & Acquisitions, Accounts Payable, Trusts, Estate Planning, Due Diligence, Payroll Taxes, Business Planning, Start-ups, Estate Law, S Corporations, Small Business Marketing, Estate Administration, Retirement Planning, Partnership Taxation, Investments
Education
University of North Carolina at Wilmington 1993 — 1997
BS BA, Finance, Accounting, Economics
RBH Business Solutions, LLC March 2002 - Present
Haier America February 2000 - March 2002
Merrill Lynch 1997 - 1998
Skills
Professional Services, Accounting, Tax, Bookkeeping, Income Tax, Tax Preparation, Corporate Tax, Tax Compliance, Tax Accounting, Sales Tax, International Tax, Cost Accounting, Tax Returns, Financial Accounting, Finance, Accountants, Managerial Finance, Financial Analysis, Management, Budgets, IRS, Employee Benefits, Account Reconciliation, Cash Management, Strategic Financial..., Small Business, Auditing, QuickBooks, Tax Law, Financial Reporting, Payroll, Accounts Receivable, Time Management, Payroll Services, Business, Mergers & Acquisitions, Accounts Payable, Trusts, Estate Planning, Due Diligence, Payroll Taxes, Business Planning, Start-ups, Estate Law, S Corporations, Small Business Marketing, Estate Administration, Retirement Planning, Partnership Taxation, Investments
Education
University of North Carolina at Wilmington 1993 — 1997
BS BA, Finance, Accounting, Economics
Chris Pasula's Merrill Lynch Experience September 1997 - May 2009
Job Stay at Home Mom
Industry Health, Wellness and Fitness
Experience
Pasula House December 2010 - Present
Merrill Lynch September 1997 - May 2009
Education
Santa Monica College 2009 — 2011
Associates, Nursing
University of North Carolina at Greensboro 1993 — 1997
BA, Dance
Pasula House December 2010 - Present
Merrill Lynch September 1997 - May 2009
Education
Santa Monica College 2009 — 2011
Associates, Nursing
University of North Carolina at Greensboro 1993 — 1997
BA, Dance
Tim Gannon's Merrill Lynch Experience May 2000 - May 2005
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo Securities 2011 - Present
Wachovia Securities, LLC May 2008 - January 2011
Wachovia Securities, LLC May 2005 - 2008
Merrill Lynch May 2000 - May 2005
Ernst & Young 1994 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Villanova University 1990 — 1994
BS, Accounting
Wells Fargo Securities 2011 - Present
Wachovia Securities, LLC May 2008 - January 2011
Wachovia Securities, LLC May 2005 - 2008
Merrill Lynch May 2000 - May 2005
Ernst & Young 1994 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Finance
Villanova University 1990 — 1994
BS, Accounting
Donna Oxford's Merrill Lynch Experience August 2011 - Present
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Merrill Lynch September 2001 - August 2011
Skills
Equities, Investment Banking, Fixed Income, Investments, Alternative Investments, Series 7, Life Insurance
Education
West Charlotte High School 1987 — 1990
UNC Charlotte
Merrill Lynch August 2011 - Present
Merrill Lynch September 2001 - August 2011
Skills
Equities, Investment Banking, Fixed Income, Investments, Alternative Investments, Series 7, Life Insurance
Education
West Charlotte High School 1987 — 1990
UNC Charlotte
Alicia Brannan Stewart's Merrill Lynch Experience June 2007 - December 2007
Job Account Manager at MedCost, LLC
Industry Hospital & Health Care
Experience
MedCost, LLC January 2008 - August 2015
Merrill Lynch June 2007 - December 2007
MedCost, LLC February 1995 - June 2007
Skills
Managed Care, Employee Benefits, Health Insurance, Benefits Administration, Medicare, Insurance, Healthcare, Workers Compensation, Claim, Strategic Planning, Customer Service, Life Insurance, Disability Insurance, Team Building, Medicaid, Health Savings Accounts, Leadership, Sales, Long-term Care, HIPAA, PPO
Education
University of North Carolina at Greensboro
BS
MedCost, LLC January 2008 - August 2015
Merrill Lynch June 2007 - December 2007
MedCost, LLC February 1995 - June 2007
Skills
Managed Care, Employee Benefits, Health Insurance, Benefits Administration, Medicare, Insurance, Healthcare, Workers Compensation, Claim, Strategic Planning, Customer Service, Life Insurance, Disability Insurance, Team Building, Medicaid, Health Savings Accounts, Leadership, Sales, Long-term Care, HIPAA, PPO
Education
University of North Carolina at Greensboro
BS
Levan Lunsford's Merrill Lynch Experience September 1996 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 1996 - Present
Education
University of North Carolina at Charlotte 1990 — 1995
BA, Economics
Merrill Lynch September 1996 - Present
Education
University of North Carolina at Charlotte 1990 — 1995
BA, Economics
Leslie Crilley, RP®'s Merrill Lynch Experience 1986 - 2006
Job Wealth Management Associate
Industry Consumer Services
Experience
UBS April 2009 - Present
BlackRock February 1986 - December 2008
Merrill Lynch Investment Managers 1986 - 2006
Merrill Lynch 1986 - 2006
Skills
Series 7, Series 63
Education
University of North Carolina at Wilmington 1979 — 1983
BA, Communications and Spanish
Towson Senior 1978 — 1979
UBS April 2009 - Present
BlackRock February 1986 - December 2008
Merrill Lynch Investment Managers 1986 - 2006
Merrill Lynch 1986 - 2006
Skills
Series 7, Series 63
Education
University of North Carolina at Wilmington 1979 — 1983
BA, Communications and Spanish
Towson Senior 1978 — 1979
Seth Laughlin's Merrill Lynch Experience 2003 - 2009
Job Green Street
Industry Financial Services
Experience
Green Street Advisors May 2013 - Present
ISI Group October 2010 - May 2013
Green Street Advisors May 2009 - September 2010
Merrill Lynch 2003 - 2009
Skills
Financial Analysis, Equity Research
Education
University of North Carolina at Chapel Hill 1998 — 2002
Economics
Green Street Advisors May 2013 - Present
ISI Group October 2010 - May 2013
Green Street Advisors May 2009 - September 2010
Merrill Lynch 2003 - 2009
Skills
Financial Analysis, Equity Research
Education
University of North Carolina at Chapel Hill 1998 — 2002
Economics
Christopher Pompey, CFP®'s Merrill Lynch Experience May 2010 - June 2012
Job Financial Planning Professional
Industry Financial Services
Experience
Aon March 2013 - Present
Essence of Time Music March 2012 - Present
Merrill Lynch May 2010 - June 2012
TCI 2009 - 2011
TCI 2009 - 2011
TCI 2009 - 2011
Bank of America September 2008 - March 2009
TIAA-CREF November 2007 - August 2008
TIAA-CREF June 2005 - October 2007
Nationwide Financial Network August 2004 - June 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Equities, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Series 63, Series 7, Strategic Financial...
Education
University of North Carolina at Charlotte 1994 — 1999
B.S.B.A, Business Management
East Henderson High
East Henderson High
Aon March 2013 - Present
Essence of Time Music March 2012 - Present
Merrill Lynch May 2010 - June 2012
TCI 2009 - 2011
TCI 2009 - 2011
TCI 2009 - 2011
Bank of America September 2008 - March 2009
TIAA-CREF November 2007 - August 2008
TIAA-CREF June 2005 - October 2007
Nationwide Financial Network August 2004 - June 2005
Skills
Wealth Management, Retirement Planning, Asset Allocation, Equities, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Series 63, Series 7, Strategic Financial...
Education
University of North Carolina at Charlotte 1994 — 1999
B.S.B.A, Business Management
East Henderson High
East Henderson High
Walter Hinson's Merrill Lynch Experience December 2006 - December 2008
Job Owner, Tarheel Advisors
Industry Financial Services
Experience
Tarheel Advisors January 2009 - Present
Merrill Lynch December 2006 - December 2008
Scottrade February 2004 - December 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA, Business
Tarheel Advisors January 2009 - Present
Merrill Lynch December 2006 - December 2008
Scottrade February 2004 - December 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
BSBA, Business
L. Thomas Funderburk III's Merrill Lynch Experience September 1993 - October 1995
Job Sr. Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP December 2006 - Present
Grant Thornton LLP June 2002 - December 2006
Arthur Andersen LLP October 1995 - June 2002
Merrill Lynch September 1993 - October 1995
Skills
Tax Research, Corporate Tax, Due Diligence
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1994
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 1989 — 1994
BSBA, Finance
Deloitte Tax LLP December 2006 - Present
Grant Thornton LLP June 2002 - December 2006
Arthur Andersen LLP October 1995 - June 2002
Merrill Lynch September 1993 - October 1995
Skills
Tax Research, Corporate Tax, Due Diligence
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1994
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 1989 — 1994
BSBA, Finance
Jacob Chandler's Merrill Lynch Experience May 2009 - August 2009
Job Market Research Associate at 401K Exchange
Industry Financial Services
Experience
401K Exchange January 2012 - Present
Cardinal Golf and Country Club March 2010 - November 2011
Merrill Lynch May 2009 - August 2009
Grandover Resort August 2007 - August 2009
Education
University of North Carolina at Greensboro 2006 — 2011
B.S., Finance
Highlands High School 2002 — 2006
401K Exchange January 2012 - Present
Cardinal Golf and Country Club March 2010 - November 2011
Merrill Lynch May 2009 - August 2009
Grandover Resort August 2007 - August 2009
Education
University of North Carolina at Greensboro 2006 — 2011
B.S., Finance
Highlands High School 2002 — 2006
Chris Kohly's Merrill Lynch Experience July 2003 - Present
Job Financial Services Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2003 - Present
Education
University of North Carolina at Greensboro 1999 — 2003
BS, Business Studies
Merrill Lynch July 2003 - Present
Education
University of North Carolina at Greensboro 1999 — 2003
BS, Business Studies
Carolle York's Merrill Lynch Experience June 2007 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch June 2007 - December 2008
JPMorgan Chase January 2004 - June 2007
Chase Investment Services Corp December 2002 - January 2004
Smith Barney April 1998 - December 2002
New York City Health & Hospitals Corporation 1993 - 1998
Bronx Lebanon Hospital Center 1989 - 1993
American Express 1987 - 1989
Education
University of North Carolina at Greensboro 1982 — 1986
MBA, Management, Marketing
Merrill Lynch June 2007 - December 2008
JPMorgan Chase January 2004 - June 2007
Chase Investment Services Corp December 2002 - January 2004
Smith Barney April 1998 - December 2002
New York City Health & Hospitals Corporation 1993 - 1998
Bronx Lebanon Hospital Center 1989 - 1993
American Express 1987 - 1989
Education
University of North Carolina at Greensboro 1982 — 1986
MBA, Management, Marketing
Brian Coghill's Merrill Lynch Experience March 1996 - February 2009
Job Vice President Investments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 2009 - Present
Merrill Lynch March 1996 - February 2009
Skills
Investment Advisory, Investments, Finance, Series 7, Financial Advisory, Alternative Investments, Financial Services, Mutual Funds, Asset Allocation, Wealth Management, Management, Investment Strategies, Investment Management, Leadership, Strategic Financial..., Hedge Funds, Retirement Planning, Financial Analysis, Portfolio Management, Series 63, Fixed Income, Securities, Capital Markets, Uniform Combined State..., Customer Service, 401k, Asset Management, Estate Planning, FINRA, Series 65, Equities, Private Equity, Retirement
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Science in Finance
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Arts - History
Davenport & Company LLC February 2009 - Present
Merrill Lynch March 1996 - February 2009
Skills
Investment Advisory, Investments, Finance, Series 7, Financial Advisory, Alternative Investments, Financial Services, Mutual Funds, Asset Allocation, Wealth Management, Management, Investment Strategies, Investment Management, Leadership, Strategic Financial..., Hedge Funds, Retirement Planning, Financial Analysis, Portfolio Management, Series 63, Fixed Income, Securities, Capital Markets, Uniform Combined State..., Customer Service, 401k, Asset Management, Estate Planning, FINRA, Series 65, Equities, Private Equity, Retirement
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Science in Finance
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Arts - History
Rodney Sandmeyer's Merrill Lynch Experience 1979 - 1985
Job Executive Vice President at Sandmeyer Steel Company
Industry Warehousing
Experience
Sandmeyer Steel Company April 1985 - Present
Merrill Lynch 1979 - 1985
Skills
Strategic Planning, Supply Chain Management, Management, Human Resources, Process Improvement, Public Speaking, Contract Negotiation, Team Building, Negotiation, Leadership, Change Management, New Business Development, Customer Service, Manufacturing, Succession Planning, Operations Management, Coaching, Employee Engagement, Leadership Development, Sales Management, Personnel Management, Employee Benefits, Organizational..., Sales, Employee Relations, Labor Relations, Performance Management, Talent Management, Fundraising, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1975 — 1979
BS, Business Administration
Sandmeyer Steel Company April 1985 - Present
Merrill Lynch 1979 - 1985
Skills
Strategic Planning, Supply Chain Management, Management, Human Resources, Process Improvement, Public Speaking, Contract Negotiation, Team Building, Negotiation, Leadership, Change Management, New Business Development, Customer Service, Manufacturing, Succession Planning, Operations Management, Coaching, Employee Engagement, Leadership Development, Sales Management, Personnel Management, Employee Benefits, Organizational..., Sales, Employee Relations, Labor Relations, Performance Management, Talent Management, Fundraising, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1975 — 1979
BS, Business Administration
Vickie Snead's Merrill Lynch Experience July 2005 - March 2008
Job Experienced Recordkeeping Manager
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
Merrill Lynch July 2005 - March 2008
Invesco Ltd. November 1998 - July 2005
Aon Consulting November 1992 - November 1998
Booke & Co September 1987 - November 1992
Skills
Retirement, Process Improvement, Business Analysis, Investments, Leadership, Operations Management, Project Management, Microsoft Office, Management
Education
University of North Carolina at Charlotte 1983 — 1987
BS, Computer Science
MassMutual Financial Group January 2013 - Present
The Hartford March 2008 - December 2012
Merrill Lynch July 2005 - March 2008
Invesco Ltd. November 1998 - July 2005
Aon Consulting November 1992 - November 1998
Booke & Co September 1987 - November 1992
Skills
Retirement, Process Improvement, Business Analysis, Investments, Leadership, Operations Management, Project Management, Microsoft Office, Management
Education
University of North Carolina at Charlotte 1983 — 1987
BS, Computer Science
Andrew Esses, CPA's Merrill Lynch Experience January 2011 - October 2011
Job Senior Tax Accountant Cannon & Co.
Industry Accounting
Experience
Cannon and Company November 2011 - Present
Merrill Lynch January 2011 - October 2011
Cowan Gunteski October 2009 - April 2010
Grant Thornton September 2008 - June 2009
Dixon Hughes PLLC January 2007 - July 2008
Skills
Accounting, Financial Reporting, Tax, Tax Preparation, Corporate Tax, Tax Research, Income Tax, Tax Returns, Partnership Taxation, CPA, Financial Statements, Tax Accounting, General Ledger
Education
University of North Carolina at Greensboro 2006 — 2007
Masters of Science, Accounting
Cannon and Company November 2011 - Present
Merrill Lynch January 2011 - October 2011
Cowan Gunteski October 2009 - April 2010
Grant Thornton September 2008 - June 2009
Dixon Hughes PLLC January 2007 - July 2008
Skills
Accounting, Financial Reporting, Tax, Tax Preparation, Corporate Tax, Tax Research, Income Tax, Tax Returns, Partnership Taxation, CPA, Financial Statements, Tax Accounting, General Ledger
Education
University of North Carolina at Greensboro 2006 — 2007
Masters of Science, Accounting
Paul Joseph Polito CFP®'s Merrill Lynch Experience 1994 - Present
Job SVP Financial Advisor at Merrill Lynch a Bank of America Corporation
Industry Financial Services
Experience
Merrill Lynch a Bank of America Company November 1994 - Present
Merrill Lynch 1994 - Present
Skills
Series 7, Portfolio Management, Series 63, Wealth Management, Banking, Loans, Credit, Mutual Funds, Risk Management, Investments, Financial Analysis, Retirement Planning, Equities, Securities
Education
University of North Carolina at Wilmington 1984 — 1989
BS, Accounancy
Merrill Lynch a Bank of America Company November 1994 - Present
Merrill Lynch 1994 - Present
Skills
Series 7, Portfolio Management, Series 63, Wealth Management, Banking, Loans, Credit, Mutual Funds, Risk Management, Investments, Financial Analysis, Retirement Planning, Equities, Securities
Education
University of North Carolina at Wilmington 1984 — 1989
BS, Accounancy
Michael Bynum's Merrill Lynch Experience March 2007 - May 2008
Job Natural Gas Scheduler
Industry Oil & Energy
Experience
Repsol October 2013 - Present
Camelot Realty Group March 2011 - October 2013
Merrill Lynch March 2007 - May 2008
San Diego Padres June 1999 - January 2007
Skills
Entrepreneurship, Financial Analysis, Team Building, Commodity, Management, Leadership, Portfolio Management, Energy, Project Management, Trading
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business Administration
Repsol October 2013 - Present
Camelot Realty Group March 2011 - October 2013
Merrill Lynch March 2007 - May 2008
San Diego Padres June 1999 - January 2007
Skills
Entrepreneurship, Financial Analysis, Team Building, Commodity, Management, Leadership, Portfolio Management, Energy, Project Management, Trading
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business Administration
Charles Pierce, CPCU, ARe's Merrill Lynch Experience April 2008 - August 2008
Job Reinsurance Analyst at Bankers Financial Corporation
Industry Insurance
Experience
Bankers Financial Corporation June 2014 - Present
BinTech Partners, Inc April 2013 - June 2014
Bankers Life Insurance Company June 2012 - April 2013
Unum June 2011 - August 2011
Merrill Lynch April 2008 - August 2008
Skills
Financial Analysis, Business Development, Financial Modeling, Bloomberg Terminal, Investments, Sales, Management, Marketing, Strategic Planning, Sales Process, Insurance, Selling, Leadership, Finance, Microsoft Excel, Microsoft Office
Education
University of North Carolina at Wilmington 2008 — 2012
Finance
Bankers Financial Corporation June 2014 - Present
BinTech Partners, Inc April 2013 - June 2014
Bankers Life Insurance Company June 2012 - April 2013
Unum June 2011 - August 2011
Merrill Lynch April 2008 - August 2008
Skills
Financial Analysis, Business Development, Financial Modeling, Bloomberg Terminal, Investments, Sales, Management, Marketing, Strategic Planning, Sales Process, Insurance, Selling, Leadership, Finance, Microsoft Excel, Microsoft Office
Education
University of North Carolina at Wilmington 2008 — 2012
Finance
Bill Poland's Merrill Lynch Experience June 2003 - February 2009
Job Commercial Lines and Personal Lines Insurance Agent at Dries Poland Insurance
Industry Financial Services
Experience
Dries Poland Insurance February 2011 - Present
Raymond James Financial Services February 2009 - Present
Merrill Lynch June 2003 - February 2009
Skills
Investment Advisory, Asset Allocation, Financial Advisory, Securities, Portfolio Management, Investment Strategies, Estate Planning, Equities, Uniform Combined State..., Asset Management
Education
School name: 1995 — 1999
Bachelor of Science (B.S.), Business - Information Systems
University of North Carolina at Greensboro 1995 — 1999
Dries Poland Insurance February 2011 - Present
Raymond James Financial Services February 2009 - Present
Merrill Lynch June 2003 - February 2009
Skills
Investment Advisory, Asset Allocation, Financial Advisory, Securities, Portfolio Management, Investment Strategies, Estate Planning, Equities, Uniform Combined State..., Asset Management
Education
School name: 1995 — 1999
Bachelor of Science (B.S.), Business - Information Systems
University of North Carolina at Greensboro 1995 — 1999
Rick Toenjes's Merrill Lynch Experience August 2010 - August 2012
Job Commercial Lender II
Industry Financial Services
Experience
Valley National Bank Originate commercial loans and commercial real estate loans.Vice President - InvestmentsJ.P. Morgan Securities, LLCAugust 2012 - July 2015
Merrill Lynch August 2010 - August 2012
European Equities Corporation January 2009 - August 2010
Banking Industry Experience 1995 - December 2008
Florida Capital Bank 2005 - 2008
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1997
M.B.A., Finance
University of North Carolina at Chapel Hill 1989 — 1993
B.A., Economics, Political Science
Valley National Bank Originate commercial loans and commercial real estate loans.Vice President - InvestmentsJ.P. Morgan Securities, LLCAugust 2012 - July 2015
Merrill Lynch August 2010 - August 2012
European Equities Corporation January 2009 - August 2010
Banking Industry Experience 1995 - December 2008
Florida Capital Bank 2005 - 2008
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 1997
M.B.A., Finance
University of North Carolina at Chapel Hill 1989 — 1993
B.A., Economics, Political Science
Amanda Batson-Lamb's Merrill Lynch Experience September 2007 - July 2010
Job
Industry Financial Services
Experience
Kare Partners July 2012 - March 2013
Merrill Lynch September 2007 - July 2010
US Trust January 2004 - September 2007
Principal Financial Group September 2002 - December 2003
Skills
Strategic Financial..., Investments, Financial Advisory, Financial Services, Finance, Insurance, High Net Worth..., Wealth, Financial Planners, Private Banking, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Securities, Asset Management
Education
University of North Carolina at Charlotte 2006 — 2007
Certified Financial Planner
University of North Carolina at Charlotte 1997 — 2001
BA
Kare Partners July 2012 - March 2013
Merrill Lynch September 2007 - July 2010
US Trust January 2004 - September 2007
Principal Financial Group September 2002 - December 2003
Skills
Strategic Financial..., Investments, Financial Advisory, Financial Services, Finance, Insurance, High Net Worth..., Wealth, Financial Planners, Private Banking, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Securities, Asset Management
Education
University of North Carolina at Charlotte 2006 — 2007
Certified Financial Planner
University of North Carolina at Charlotte 1997 — 2001
BA
Staci Serang's Merrill Lynch Experience June 2000 - January 2002
Job LDP Retention Manager at BB&T
Industry Financial Services
Experience
BB&T September 2011 - Present
BB&T March 2006 - September 2011
BB&T June 2002 - March 2006
BB&T January 2002 - June 2002
Merrill Lynch June 2000 - January 2002
Skills
Credit Analysis, Customer Service, Credit, Banking, Commercial Lending, Loans, Leadership Development, Retail Banking, Leadership, Finance, Financial Services, Mortgage Lending, Commercial Banking, Insurance, Training
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Marketing
BB&T September 2011 - Present
BB&T March 2006 - September 2011
BB&T June 2002 - March 2006
BB&T January 2002 - June 2002
Merrill Lynch June 2000 - January 2002
Skills
Credit Analysis, Customer Service, Credit, Banking, Commercial Lending, Loans, Leadership Development, Retail Banking, Leadership, Finance, Financial Services, Mortgage Lending, Commercial Banking, Insurance, Training
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Marketing
Scott Emmers's Merrill Lynch Experience June 2006 - August 2007
Job Analyst an Lulu.com
Industry Financial Services
Experience
Lulu.com October 2013 - Present
Emmers Management LLC May 2013 - Present
Replay Photos June 2013 - September 2013
Fidelity Investments October 2010 - May 2013
Opus Trading Fund July 2008 - September 2010
Merrill Lynch June 2006 - August 2007
Skills
Equities, Portfolio Management, Investments, Fixed Income, Equity Trading, Trading, Technical Analysis, Hedge Funds, Options, Equity Derivatives, Proprietary Trading, Trading Strategies, Electronic Trading, Series 7, Series 63, SQL
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A, Economics
Lulu.com October 2013 - Present
Emmers Management LLC May 2013 - Present
Replay Photos June 2013 - September 2013
Fidelity Investments October 2010 - May 2013
Opus Trading Fund July 2008 - September 2010
Merrill Lynch June 2006 - August 2007
Skills
Equities, Portfolio Management, Investments, Fixed Income, Equity Trading, Trading, Technical Analysis, Hedge Funds, Options, Equity Derivatives, Proprietary Trading, Trading Strategies, Electronic Trading, Series 7, Series 63, SQL
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A, Economics
Hannah Bodemann's Merrill Lynch Experience September 2007 - January 2009
Job Wealth Strategy Associate
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch September 2007 - January 2009
HSBC April 2006 - September 2007
Vanguard January 2004 - April 2006
Education
University of North Carolina at Wilmington 1999 — 2003
International Business
UBS Financial Services January 2009 - Present
Merrill Lynch September 2007 - January 2009
HSBC April 2006 - September 2007
Vanguard January 2004 - April 2006
Education
University of North Carolina at Wilmington 1999 — 2003
International Business
Rick Pearman's Merrill Lynch Experience 1985 - 1986
Job Retired Supervisory Examiner at Federal Reserve Bank of Richmond
Industry Banking
Experience
Federal Reserve Bank of Richmond July 2013 - Present
Federal Reserve Bank of Richmond 1986 - July 2013
Merrill Lynch 1985 - 1986
Prudential Bache 1981 - 1985
Merrill Lynch 1977 - 1981
US Army 1973 - 1977
Skills
Credit Risk, Bank performance..., financial regulation, Project Management, Financial Risk, Credit Analysis, Banking, Risk Management, Financial Institutions, Operational Risk, AML, Financial Analysis, Risk Assessment, Retail Banking, Enterprise Risk..., Credit, Commercial Banking, Loans, Commercial Lending, Market Risk, Liquidity Risk, Capital Markets, Interest Rate Risk..., Mortgage Lending, Financial Regulation, Bank Secrecy Act, ALM, Financial Services, Banking Law
Education
University of North Carolina at Chapel Hill 1971 — 1972
Virginia Military Institute 1967 — 1971
BA
Federal Reserve Bank of Richmond July 2013 - Present
Federal Reserve Bank of Richmond 1986 - July 2013
Merrill Lynch 1985 - 1986
Prudential Bache 1981 - 1985
Merrill Lynch 1977 - 1981
US Army 1973 - 1977
Skills
Credit Risk, Bank performance..., financial regulation, Project Management, Financial Risk, Credit Analysis, Banking, Risk Management, Financial Institutions, Operational Risk, AML, Financial Analysis, Risk Assessment, Retail Banking, Enterprise Risk..., Credit, Commercial Banking, Loans, Commercial Lending, Market Risk, Liquidity Risk, Capital Markets, Interest Rate Risk..., Mortgage Lending, Financial Regulation, Bank Secrecy Act, ALM, Financial Services, Banking Law
Education
University of North Carolina at Chapel Hill 1971 — 1972
Virginia Military Institute 1967 — 1971
BA
Dana Horton's Merrill Lynch Experience
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Series 63
Education
University of North Carolina at Charlotte 1989 — 1993
BSBA, Finance and International Business
Merrill Lynch
Skills
Series 7, Series 63
Education
University of North Carolina at Charlotte 1989 — 1993
BSBA, Finance and International Business
Dan Liparini's Merrill Lynch Experience April 2011 - February 2013
Job Land Manager, DR Horton
Industry Real Estate
Experience
DR Horton February 2013 - Present
Merrill Lynch April 2011 - February 2013
Brantly Development Company 2006 - 2011
CoStar Group 2004 - 2006
Skills
Real Estate, Investment Properties, Single Family Homes, Sellers, Residential Homes, Investments, Acquisitions, Due Diligence, Investors, Sales, Relocation, Asset Managment, Real Estate Transactions, REO, Asset Management, Selling, Land Acquisition, Real Estate Economics, New Home Sales, Property Management, Real Estate Development, Finance, Contract Negotiation, Commercial Real Estate, Marketing, Property
Education
University of North Carolina at Wilmington 2001 — 2004
DR Horton February 2013 - Present
Merrill Lynch April 2011 - February 2013
Brantly Development Company 2006 - 2011
CoStar Group 2004 - 2006
Skills
Real Estate, Investment Properties, Single Family Homes, Sellers, Residential Homes, Investments, Acquisitions, Due Diligence, Investors, Sales, Relocation, Asset Managment, Real Estate Transactions, REO, Asset Management, Selling, Land Acquisition, Real Estate Economics, New Home Sales, Property Management, Real Estate Development, Finance, Contract Negotiation, Commercial Real Estate, Marketing, Property
Education
University of North Carolina at Wilmington 2001 — 2004
Denis Morley's Merrill Lynch Experience September 1998 - April 2003
Job Vice President at State Street Bank
Industry Banking
Experience
State Street Bank 2012 - Present
Bank of America - Special Assets Group April 2009 - March 2011
Merrill Lynch - Credit Risk Management July 2007 - April 2009
Merrill Lynch - Global Structured Finance and Investments April 2003 - July 2007
Merrill Lynch September 1998 - April 2003
Nikko Securities 1994 - 1996
Skills
Credit Analysis, Credit Risk, Debt Restructuring, Financial Analysis, Residential Mortgages, Portfolio Management, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1992
Master, Accounting
State Street Bank 2012 - Present
Bank of America - Special Assets Group April 2009 - March 2011
Merrill Lynch - Credit Risk Management July 2007 - April 2009
Merrill Lynch - Global Structured Finance and Investments April 2003 - July 2007
Merrill Lynch September 1998 - April 2003
Nikko Securities 1994 - 1996
Skills
Credit Analysis, Credit Risk, Debt Restructuring, Financial Analysis, Residential Mortgages, Portfolio Management, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1992
Master, Accounting
Don Bickel's Merrill Lynch Experience October 2011 - May 2013
Job Field Marketing Executive at Bank of America
Industry Banking
Experience
Bank of America May 2013 - Present
Merrill Lynch October 2011 - May 2013
Bank of America Merrill Lynch February 1992 - November 2011
Merrill Edge June 2010 - October 2011
Bank of America December 2009 - December 2010
Skills
Series 7, Series 63, Wealth Management, Loans, Retail Banking, Mortgage Lending, Credit, Banking, Investments, Financial Services, Relationship Management, Asset Managment, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1991
Business Administration, Marketing and Finance
Bank of America May 2013 - Present
Merrill Lynch October 2011 - May 2013
Bank of America Merrill Lynch February 1992 - November 2011
Merrill Edge June 2010 - October 2011
Bank of America December 2009 - December 2010
Skills
Series 7, Series 63, Wealth Management, Loans, Retail Banking, Mortgage Lending, Credit, Banking, Investments, Financial Services, Relationship Management, Asset Managment, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1991
Business Administration, Marketing and Finance
Todd Clarke's Merrill Lynch Experience October 2013 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch November 2010 - October 2013
United States Army February 2002 - June 2005
Skills
Microsoft Excel, Customer Service, Team Building, Microsoft Office, Credit, Financial Analysis, Budgets, Training
Education
University of North Carolina at Charlotte 2008 — 2010
Bachelor of Science (B.S.), Finance, General
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Bachelor of Science (B.S.), Accounting
North Carolina State University
CFP Program
Merrill Lynch October 2013 - Present
Bank of America Merrill Lynch November 2010 - October 2013
United States Army February 2002 - June 2005
Skills
Microsoft Excel, Customer Service, Team Building, Microsoft Office, Credit, Financial Analysis, Budgets, Training
Education
University of North Carolina at Charlotte 2008 — 2010
Bachelor of Science (B.S.), Finance, General
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Bachelor of Science (B.S.), Accounting
North Carolina State University
CFP Program
Cameron King, CSS, CSW's Merrill Lynch Experience May 2009 - August 2009
Job OnPremise Sales Representative
Industry Wine and Spirits
Experience
Johnson Brothers Liquor Co July 2015 - Present
Southern Wine & Spirits October 2013 - Present
Southern Wine and Spirits October 2011 - September 2013
AXA Advisors April 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Account Management, Cold Calling, Social Media, Wine Tasting, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Business
Johnson Brothers Liquor Co July 2015 - Present
Southern Wine & Spirits October 2013 - Present
Southern Wine and Spirits October 2011 - September 2013
AXA Advisors April 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Account Management, Cold Calling, Social Media, Wine Tasting, Marketing, Marketing Strategy, Sales, Sales Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Business
Danielle Dahlby's Merrill Lynch Experience September 2006 - Present
Job Senior Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
Skills
Uniform Combined State..., Series 7, Series 63, Wealth Management, Series 65, Retirement Planning, CRPC, Mutual Funds, Investment Advisory, Fixed Income, Equities, FINRA, 401k Rollovers, Securities, Asset Allocation, Bloomberg, Alternative Investments, Investments, ETFs, Retirement
Education
University of North Carolina at Greensboro 2004 — 2008
Bachelor of Science (BS), Psychology
Merrill Lynch September 2006 - Present
Skills
Uniform Combined State..., Series 7, Series 63, Wealth Management, Series 65, Retirement Planning, CRPC, Mutual Funds, Investment Advisory, Fixed Income, Equities, FINRA, 401k Rollovers, Securities, Asset Allocation, Bloomberg, Alternative Investments, Investments, ETFs, Retirement
Education
University of North Carolina at Greensboro 2004 — 2008
Bachelor of Science (BS), Psychology
Stephen Quindlen's Merrill Lynch Experience August 2011 - December 2011
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Merrill Lynch August 2011 - December 2011
Education
University of North Carolina at Chapel Hill 2010 — 2014
Merrill Lynch August 2011 - December 2011
Education
University of North Carolina at Chapel Hill 2010 — 2014
Shea DeHart's Merrill Lynch Experience May 2011 - August 2011
Job Customer Service Associate at Lowe's Home Improvement
Industry Retail
Experience
Lowe's Home Improvement March 2011 - Present
Merrill Lynch May 2011 - August 2011
Skills
Customer Service, Word, PowerPoint, Excel, Outlook
Education
University of North Carolina at Greensboro 2008 — 2012
Bachelor of Science (B.S.), Economics
University of North Carolina at Greensboro
Master of Arts (M.A.), Applied Economics
Lowe's Home Improvement March 2011 - Present
Merrill Lynch May 2011 - August 2011
Skills
Customer Service, Word, PowerPoint, Excel, Outlook
Education
University of North Carolina at Greensboro 2008 — 2012
Bachelor of Science (B.S.), Economics
University of North Carolina at Greensboro
Master of Arts (M.A.), Applied Economics
Dwayne Deatherage, CRPC®'s Merrill Lynch Experience March 2003 - May 2013
Job VP Financial Consultant at Bank of North Carolina
Industry Financial Services
Experience
Bank of North Carolina May 2014 - Present
Merrill Lynch March 2003 - May 2013
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Series 63, Saving for Education, Asset Allocation, 401k Rollovers, Mutual Funds, Retirement, Series 65, Investment Strategies, Investments, Strategic Financial..., Financial Advisory, IRAs, Alternative Investments, Estate Planning, Fixed Annuities, Securities, Equities, 529 Plans, Portfolio Management, Fixed Income, ETFs, 401k, Wealth Accumulation, Wealth Management..., CRPC, Bonds, Asset Managment, College Savings Plans, Wealth, Investment Management, Roth IRA, Separately Managed..., Variable Annuities, Municipal Bonds, Trust Services, Options, Series 6, Education Funding, Life & Health Insurance..., Hedge Funds, Financial Planners
Education
University of North Carolina at Charlotte 1989 — 1994
Bachelor of Science (BS)
Providence Day School
Bank of North Carolina May 2014 - Present
Merrill Lynch March 2003 - May 2013
Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Series 63, Saving for Education, Asset Allocation, 401k Rollovers, Mutual Funds, Retirement, Series 65, Investment Strategies, Investments, Strategic Financial..., Financial Advisory, IRAs, Alternative Investments, Estate Planning, Fixed Annuities, Securities, Equities, 529 Plans, Portfolio Management, Fixed Income, ETFs, 401k, Wealth Accumulation, Wealth Management..., CRPC, Bonds, Asset Managment, College Savings Plans, Wealth, Investment Management, Roth IRA, Separately Managed..., Variable Annuities, Municipal Bonds, Trust Services, Options, Series 6, Education Funding, Life & Health Insurance..., Hedge Funds, Financial Planners
Education
University of North Carolina at Charlotte 1989 — 1994
Bachelor of Science (BS)
Providence Day School
Jake Chandler's Merrill Lynch Experience 2008 - 2008
Job Compliance Principal at Capital Choice Financial Services, Inc.
Industry Financial Services
Experience
Capital Choice Financial Services, Inc. April 2012 - Present
Merrill Lynch 2008 - 2008
Skills
Sales, Finance, Training, Customer Service
Education
University of North Carolina at Greensboro 2006 — 2010
BS, Finance
Summit Charter School
Capital Choice Financial Services, Inc. April 2012 - Present
Merrill Lynch 2008 - 2008
Skills
Sales, Finance, Training, Customer Service
Education
University of North Carolina at Greensboro 2006 — 2010
BS, Finance
Summit Charter School
Angela Bravo de Rueda's Merrill Lynch Experience December 2006 - October 2012
Job Senior Trust Marketing Officer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2006 - October 2012
The Ritz-Carlton Hotel Company LLC- Coconut Grove November 2005 - October 2006
The Ritz-Carlton Hotel Company LLC- South Beach October 2003 - November 2005
Skills
AML, International Business..., Salesforce Training, Project Management, Compliance, Wealth Management, Trust Services, Marketing
Education
Universidad del Pacifico
University of North Carolina at Charlotte
Merrill Lynch December 2006 - October 2012
The Ritz-Carlton Hotel Company LLC- Coconut Grove November 2005 - October 2006
The Ritz-Carlton Hotel Company LLC- South Beach October 2003 - November 2005
Skills
AML, International Business..., Salesforce Training, Project Management, Compliance, Wealth Management, Trust Services, Marketing
Education
Universidad del Pacifico
University of North Carolina at Charlotte
Troy Setrakian's Merrill Lynch Experience January 2010 - December 2010
Job Portfolio Manager at Goose Hill Capital
Industry Investment Management
Experience
Goose Hill Capital September 2013 - Present
First New York Securities December 2011 - May 2013
Merrill Lynch January 2010 - December 2010
First New York Securities January 2009 - December 2010
NORTH SOUND CAPITAL, L.P January 2003 - January 2008
OMEGA ADVISORS, L.P January 2000 - January 2002
PEQUOD INVESTMENTS, L.P January 1998 - January 2000
VS&A COMMUNICATIONS PARTNERS II, L.P January 1997 - January 1998
STEPHENS INC January 1995 - January 1997
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.S, Business Administration; Finance
The Kenan Flagler Business School
Bachelor of Science (BS), Business Administration/ Concentration in Finance
Goose Hill Capital September 2013 - Present
First New York Securities December 2011 - May 2013
Merrill Lynch January 2010 - December 2010
First New York Securities January 2009 - December 2010
NORTH SOUND CAPITAL, L.P January 2003 - January 2008
OMEGA ADVISORS, L.P January 2000 - January 2002
PEQUOD INVESTMENTS, L.P January 1998 - January 2000
VS&A COMMUNICATIONS PARTNERS II, L.P January 1997 - January 1998
STEPHENS INC January 1995 - January 1997
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.S, Business Administration; Finance
The Kenan Flagler Business School
Bachelor of Science (BS), Business Administration/ Concentration in Finance
Damon Abbott's Merrill Lynch Experience January 2003 - April 2005
Job Treasury Management Sales Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2012 - Present
Wells Fargo May 2006 - April 2012
Brink’s May 2005 - March 2006
Merrill Lynch January 2003 - April 2005
Skills
Finance, Credit, Banking, Loans, Commercial Banking, Credit Analysis, Treasury Management, Commercial Lending, Mortgage Lending, Cash Management, Financial Analysis, Investments, Financial Services, Small Business Lending, Microsoft Excel
Education
University of North Carolina at Charlotte 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo April 2012 - Present
Wells Fargo May 2006 - April 2012
Brink’s May 2005 - March 2006
Merrill Lynch January 2003 - April 2005
Skills
Finance, Credit, Banking, Loans, Commercial Banking, Credit Analysis, Treasury Management, Commercial Lending, Mortgage Lending, Cash Management, Financial Analysis, Investments, Financial Services, Small Business Lending, Microsoft Excel
Education
University of North Carolina at Charlotte 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Jason Lail's Merrill Lynch Experience
Job Senior Supervision Principal VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Risk Management, Investments, Banking
Education
University of North Carolina at Charlotte 1991 — 1995
Bachelor of Science (BS), Criminology
Merrill Lynch
Skills
Risk Management, Investments, Banking
Education
University of North Carolina at Charlotte 1991 — 1995
Bachelor of Science (BS), Criminology
Elisha Oliver's Merrill Lynch Experience March 2005 - September 2008
Job Customer Service Expert
Industry Financial Services
Experience
LPL Financial January 2015 - May 2015
Bank of America October 2014 - January 2015
SEI Investments October 2012 - August 2014
Morgan Stanley October 2008 - September 2012
Merrill Lynch March 2005 - September 2008
Bank of America August 2002 - February 2005
Allstate October 1998 - May 2002
Skills
Financial Analysis, Finance, Banking, Analysis, Microsoft Office, Microsoft Word, Teamwork, Mutual Funds, Process Improvement
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor's degree, English Language and Literature, General
LPL Financial January 2015 - May 2015
Bank of America October 2014 - January 2015
SEI Investments October 2012 - August 2014
Morgan Stanley October 2008 - September 2012
Merrill Lynch March 2005 - September 2008
Bank of America August 2002 - February 2005
Allstate October 1998 - May 2002
Skills
Financial Analysis, Finance, Banking, Analysis, Microsoft Office, Microsoft Word, Teamwork, Mutual Funds, Process Improvement
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor's degree, English Language and Literature, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank