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
Merrill Lynch October 2014 - Present
Align Networks July 2012 - Present
JJ's Liberty Bistro January 2011 - June 2012
Advantus Corp January 2011 - March 2011
Outback Steakhouse February 2008 - January 2011
Tropical Smoothie February 2006 - August 2007
Education
UNF Coggin College of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
University of North Florida 2006 — 2011
Bachelor of Business Administration, Marketing
University of North Florida - College of Business Administration 2006 — 2011
Business Administration, Marketing
Coggin College of Business
Bachelor, Business Administration; Marketing
Merrill Lynch October 2013 - Present
Ruth's Chris Steak House November 2012 - October 2013
Dalton Agency May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Creative Solutions, Management, Time Management, Advertising, Event Planning, Social Networking
Education
University of North Florida 2009 — 2013
Bachelor of Science (B.S.), Communication
Merrill Lynch December 2014 - Present
Michaels Arts and Crafts June 2011 - October 2014
Eleets Transportation February 2011 - June 2011
Skills
Inventory Management, Logistics, Transportation, Warehousing, Supply Chain Management, Supply Chain, Logistics Management, Operations Management, Customer Service, Microsoft Excel, Microsoft Office, Distribution Center..., Leadership, Analysis
Education
University of North Florida 2006 — 2010
Bachelor of Business, Transportation and Logistics
TeamLogicIT Jacksonville July 2015 - Present
North Florida's I.T. Pros, LLC January 2015 - Present
Orion Engineered Services (A Division of Orion Energy Systems) June 2013 - December 2014
Harris Manufacturing October 2008 - June 2013
Merrill Lynch September 2006 - September 2008
Montecito Investments 2006 - 2007
United States Navy September 2002 - September 2006
Clay County Schools, Green Cove Springs, FL September 1994 - September 2002
United States Navy September 1985 - September 1994
Skills
Disaster Recovery, SharePoint, Enterprise Architecture, Vendor Management, Project Management, Active Directory, Microsoft SQL Server, Security, Network Administration, Servers, Troubleshooting, Visio, Windows Server, Access, Networking, Integration, Analysis, Management, Team Leadership, IT Strategy, IT Management, Process Improvement, Business Analysis, Strategic Planning, Leadership, Information Technology
Education
University of North Florida 2003 — 2005
MCSE 2K3, Engineering
University of North Florida 2003 — 2005
CompTIA +S, Network Security
University of North Florida 2000 — 2003
Masters, Educational Leadership and Administration
University of North Florida 1990 — 1993
Bachelors, Special Education (S.E.D/Autism)
Jacksonville Golf & Country Club Women's Network May 2015 - Present
Northeast Florida Association of Realtors January 2015 - Present
Davidson Realty, Inc. November 2011 - Present
Merrill Lynch August 2010 - November 2011
Vicar's Landing July 2004 - August 2010
Wells Fargo August 2008 - November 2009
Skills
First Time Home Buyers, Real Estate, Real Estate Investor, Real Estate License, National Association of..., Series 7, Residential Homes, Investors, Listings, Investment Properties, Contract Negotiation, Foreclosures, Property, Series 63, Listing Homes, REO, New Home Construction
Education
University of North Florida 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Investment Real Estate
Accelis Pharma June 2015 - Present
EY February 2014 - May 2015
Merrill Lynch June 2013 - February 2014
Merrill Lynch September 2012 - June 2013
Wasabi July 2008 - September 2012
The Buckle February 2007 - July 2008
Skills
Customer Service, Inventory Management, Management, Leadership, Time Management, Team Leadership, Microsoft Office, Microsoft Excel, Training, Customer Satisfaction, Operations Management, Operating Systems, Technology, Employee Training, Tax Reporting, Technology Statements, Wealth Management..., Wealth Management, Technical Support, Manage Client..., Problem Solving
Education
University of North Florida 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management
University of North Florida 2006 — 2010
BBA, Business Administration and Management
Chase June 2015 - July 2015
Deutsche Bank February 2015 - June 2015
GuideWell May 2014 - July 2014
Jacksonville Transportation Authority January 2014 - May 2014
Invitation Homes September 2013 - November 2013
Fidelity National Financial February 2013 - April 2013
JEA January 2003 - November 2012
JEA January 2000 - January 2003
Merrill Lynch January 1999 - August 2000
CSX Technology October 1998 - January 1999
Skills
Substation, NERC, Oracle Applications, Microsoft Office..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Financial Analysis, Data Analysis, Cash Flow Forecasting, Internal Audit, Contract Management, Six Sigma, Analysis, Budget Forecasts, Budgetary Control, Cpr Certified, Leadership, Budgets, Project Management, Auditing, Process Scheduler, Process Improvement, Project Server, MS Project, SharePoint, PROJECT MANAGER, Value Engineering, Hyperion Enterprise, EXTERNAL AUDITING, ORACLE12, visio, COST CONTROL, Construction Cost..., RESEARCH, Blueprint Reading, Oral & Written..., Oral Communication, Emergency Services, MAXIMO, access, Multi Tasking, Multiple Projects..., Mentoring Of Staff, GPMD, NCIC, TDD, Government Liasioning, Work Ethic
Education
University of North Florida 1989 — 1993
Bachelor's Degree, Criminal Justice and Anthropology
Florida Community College at Jacksonville 1985 — 1989
Associate's Degree, Communications and Journalism
Goose Creek High School 1983 — 1985
High School, Academic
Merrill Lynch July 2014 - Present
Artist Series June 2013 - July 2014
Artist Series January 2013 - June 2013
Victoria's Secret September 2012 - January 2013
The Museum of Contemporary Art Jacksonville January 2012 - August 2012
University of North Florida Photography Lab August 2011 - April 2012
Skills
Photography, Digital Photography, Photoshop, Microsoft Word, PowerPoint, Microsoft Excel, Analog Photography, Darkroom, Portrait Photography, Art History, Organization, Customer Service, Patron Edge, Writing, Access, Research, Digital Darkroom, Social Media, Social Media Marketing, History, Curating, Editing, Marketing, Social Networking, Facebook, Sales, Marketing Communications, Image Editing, Art Exhibitions, Mac, OS X, Time Management, Art, Event Management, Data Entry, Databases, Event Planning, Microsoft Office, Adobe Creative Suite, Team Building
Education
University of North Florida 2010 — 2012
Bachelor of Fine Arts (B.F.A.), Photography
University of North Florida 2010 — 2012
Bachelor of Arts (B.A.), Art History
Merrill Lynch September 2014 - Present
Merrill Lynch June 2014 - August 2014
Power Engineering World Company May 2010 - December 2011
Skills
ASP.NET & VB.NET, Software Documentation, Systems Analysis, CLIPS, Microsoft Excel, Microsoft Word, VB.NET, Microsoft Visio, Rational Rose, ArgoUML, Visio, Management, Software Development
Education
University of North Florida 2013 — 2015
Master's degree, Computer and Information Sciences, General
University of South Florida 2011 — 2013
Non Degree Seeking Program, Management Information Systems, General
Al-Ahliyya Amman University 2007 — 2010
Bachelor's degree, Software Engineering
Merrill Lynch March 2014 - Present
Merrill Lynch October 2010 - March 2014
Bank of America Merrill Lynch August 2009 - October 2010
University of North Florida June 2007 - August 2009
Skills
Series 7, series 66, series 9, series 10, Wealth Management..., Equities, Customer Service, Financial Services, Microsoft Excel, Bloomberg Terminal, High Net Worth..., Salesforce.com, Mutual Funds
Education
University of North Florida 2004 — 2008
BA, Business Management
Robert Half International February 2013 - Present
Financial Independence Group October 2011 - January 2013
Bank of America April 2008 - August 2011
Merrill Edge April 2008 - August 2011
Merrill Lynch April 2008 - August 2011
Fortune 5 Marketing January 2007 - January 2008
Seacoast Seafood May 2006 - August 2006
Lauden Golf of Palm Coast March 2005 - May 2006
Skills
Investments, Recruiting, Finance, Leadership, Management, Employee Benefits, Retirement Planning, Sales, Wealth Management, Financial Services, Fixed Annuities, Accounting, Microsoft Excel, Strategic Financial..., Training, Mutual Funds, Marketing, Interviews, Account Management, Banking, Health Insurance, Financial Planning, Marketing Strategy, Professional staffing, Financial Advisory, Strategic Planning, Business Planning, Insurance, Portfolio Management, Cold Calling, New Business Development, 401k, IRAs, Series 63, Estate Planning, Wealth, Series 7, Asset, Annuity, Financial Planners, Executive Management, Retirement, Wealth Management..., Sales Management, Succession Planning, Sales Presentations, Asset Allocation, Investment Strategies, Full-life Cycle..., Salesforce.com
Education
University of North Florida 2001 — 2006
BA International Business, BA Marketing
Universidad de Montevideo - Montevideo, Uruguay 2006 — 2006
BA, International Business/ Latin America
University of the West Indes 2006 — 2006
BA, International Business/ Third World - Kingston, Jamaica
Spherion June 2010 - Present
Convergence Marketing 2009 - 2010
Merrill Lynch July 2006 - October 2008
Skills
Microsoft Office, Customer Service, Customer Satisfaction, Customer Retention, Customer Focus, Customer Acquisition, Strategic Communications, Business Communications, Interviewing, PeopleSoft, Great People Skills, Analysis, Administration, Collections, Sales Management, Hoovers, Documentation, Unemployment Claims, Detail Orientation, Process Improvement, Interviews
Education
University of North Florida 2006 — 2008
Business/Finance
Severna Park High School
Apple Real Estate August 2015 - Present
Robert Half January 2014 - August 2014
ING November 2012 - January 2014
JPMorgan Chase April 2011 - October 2012
Merrill Lynch July 2011 - April 2012
Skills
Financial Analysis, Resource Management, Direct Sales, Financial Recruiting, Corporate Recruiting, Lead Generation, Property Management
Education
University of North Florida
Bachelor of Science (B.S.), International Finance, 3.4
Morgan Stanley April 2008 - Present
Merrill Lynch December 1999 - April 2008
Smith Barney May 1997 - December 1999
Merrill Lynch October 1994 - March 1997
Skills
Financial Advisory, Series 7, Series 63, Wealth Management, Equities, Fixed Income, Retirement Planning, Mutual Funds, Securities, Investments, Asset Allocation, Uniform Combined State...
Education
University of North Florida
Master of Business Administration (MBA)
University of Sierra Leone
Bachelor of Electrical Engineering (BEng)
Merrill Lynch June 2015 - Present
Yelp February 2015 - Present
Bank of America August 2011 - February 2015
Yelp February 2014 - January 2015
Bank of America/Merrill Lynch October 2007 - July 2011
Merrill Lynch April 2005 - October 2007
Everhome Mortgage Company February 2004 - March 2005
Everhome Mortgage Company August 2000 - February 2004
Skills
Risk Management, Banking, Business Continuity, Operational Risk..., Portfolio Management, Blogging, Enterprise Risk..., Microsoft Excel, Operational Risk, Business Strategy, Emergency Management, Business Planning, Data Analysis, Excel, Event Management, Team Leadership, Customer Service, Social Media, Microsoft Office, Project Management, Call Centers, Contact Centers, Contact Center..., Workforce Management, Disaster Recovery, Disaster Response, Employee Training, Facilitation, LDRPS, Archer, ClearQuest, Emergency Notification, Enterprise Software, Davox
Education
University of North Florida 2011 — 2013
Bachelor of Science, Financial Services
Allen D. Nease High School 1994 — 1998
High School Diploma
Deutsche Bank August 2014 - Present
Deutsche Bank July 2013 - Present
Merrill Lynch April 2011 - July 2013
Skills
Customer Service, Account Reconciliation, Fixed Income, Equities, Investment Banking, Investments, Microsoft Office, Due Diligence, Project Management, Banking, Financial Analysis, Valuation, Risk Management, Sales Management, Management
Education
University of North Florida 2005 — 2010
Bachelor of Science and Health, Nutrition Sciences
Merrill Lynch December 2012 - Present
Forever 21 December 2011 - August 2013
Reliable Review Services May 2012 - August 2012
Zimmerman Advertising May 2011 - August 2011
University of North Florida September 2009 - April 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Cash Register, Internet Explorer, Mozilla, InDesign, Photoshop, Research, Microsoft Office, Sales, Editing, Facebook, Social Networking, Social Media Marketing, Time Management
Education
University of North Florida 2009 — 2013
Bachelor of Science (B.S.), Advertising
J.P. Taravella High School 2006 — 2009
Merrill Lynch January 2015 - Present
MECLABS April 2014 - February 2015
The Osprey Financial Group August 2013 - April 2014
Vector Marketing May 2010 - June 2011
Skills
Finance, Microsoft Excel, Google Analytics, Public Speaking, Sales, Management, Project Management, Financial Analysis, Financial Modeling, PowerPoint, Prezi, Recruiting, Networking
Education
University of North Florida 2010 — 2014
Bachelor of Science (BS), Finance
Indian River Charter High School 2006 — 2010
Diploma with Honors
Merrill Lynch October 2014 - Present
Kelly Services 2014 - Present
Cathedral Arts Project, Inc. September 2007 - Present
Swimming Safari Swim School May 2007 - Present
American Diabetes Association April 2014 - July 2014
Bry-Tech Distributors Inc June 2006 - December 2008
Skills
Public Relations, Advertising, Fundraising, Marketing, Teaching, Event Planning, Public Speaking, Editing, Newsletters, Volunteer Management, Social Media, Nonprofits, Event Management, Social Media Marketing, Community Outreach
Education
University of North Florida 2012 — 2014
Bachelor of Science (BS), Public Relations
Total Military Management January 2010 - Present
Merrill Lynch 2005 - 2010
US Army 1999 - 2004
Skills
Transportation, 3PL, Customs Regulations, International Logistics, Transportation..., Supply Chain Management, Logistics, LTL, Shipping, Logistics Management, Operations Management, Warehousing, Freight, Trucking, Truckload, International Business, Inventory Management, Container, Supply Chain, Contract Negotiation, Freight Forwarding
Education
University of North Florida
Bachelor's degree, Finance, General
InSight College Program June 2012 - Present
Sulzbacher Center October 2011 - Present
Merrill Lynch January 2011 - October 2011
Skills
Accounts Payable, General Ledger, Journal Entries, Bank Reconciliation, Budget Monitoring, Budget Forecasts, Budgets, Grant Reporting, Federal Grants..., Grants, Microsoft Word, Microsoft Excel, Lotus Notes, Benefits Administration, Invoicing, Management, Leadership, Public Speaking, Nonprofits, Time Management
Education
University of North Florida 2006 — 2010
Bachelor of Business Administration, Accounting
New Smyrna Beach High School
WHM Financial Services LLC August 2015 - Present
Stonecore June 2014 - July 2015
Pat Rhodes Accounting January 2014 - May 2014
University of North Florida August 2012 - August 2013
Fidelity Investments August 2006 - June 2012
Merrill Lynch June 2004 - August 2006
Skills
Insurance, Financial Analysis, Risk Management, Financial Risk, Finance, Accounting, Strategic Financial..., Microsoft Excel, Investments, Portfolio Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Wealth Management, Financial Advisory, Payroll, Retirement, Account Reconciliation, Financial Services, Series 7, Series 63, Securities, Asset Allocation, Relationship Management, Management, Investment Advisory
Education
University of North Florida 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Florida State College at Jacksonville 1993 — 1995
Associate of Arts (A.A.), Business/Commerce, General
The Suddath Companies January 2013 - Present
Citizens Property Insurance October 2012 - Present
EverBank March 2007 - July 2012
EverBank October 2005 - March 2007
EverBank April 2003 - October 2005
Merrill Lynch November 2002 - April 2003
Merrill Lynch October 1996 - November 2002
Skills
Banking, Internal Controls, Mortgage Banking, Cash Management, Credit, Visio, Vendor Management, Mortgage Lending
Education
University of North Florida 1979 — 1983
Bachelor of Arts (BA), Special Education and Teaching, 3.5
Terry Parker
Merrill Lynch May 2012 - Present
US Navy MWR August 2005 - September 2012
The BUZZ Entertainment Resource September 2011 - June 2012
Juvenile Diabetes Research Foundation January 2011 - May 2011
YMCA March 2007 - August 2010
YMCA March 2007 - August 2010
Skills
Public Speaking, Advertising, Social Media, Social Media Marketing, Event Planning, Sales Management, Advertising Sales, Leadership, Management, Training, Account Management, Marketing, Sales, Research, Salesforce.com, Public Relations, PowerPoint, Integrated Marketing, CRM, Event Management
Education
University of North Florida 2008 — 2012
Bachelor of Science (BS), Marketing
Merrill Lynch June 2012 - May 2014
Bank of America Merrill Lynch July 2010 - August 2012
Level One, LLC January 2006 - December 2008
Roechling Automotive March 2007 - September 2007
Skills
Public Relations, Public Speaking, Direct Sales, Sales Presentations, Customer Retention, Customer Engagement, Marketing Strategy, Marketing Research, Speech Writing, Creative Writing, Social Media, Marketing Communications, Team Leadership, Situational Leadership, Excel, Photoshop, Adobe Acrobat
Education
University of North Florida 2007 — 2011
Bachelor of Science (BS), Communications
Merrill Lynch March 2014 - Present
Merrill Lynch June 2013 - March 2014
Merrill Lynch May 2012 - June 2013
Omni Hotels October 2011 - December 2012
Native and Uncommon Plants November 2010 - December 2012
Skills
Landscape Design, Native Plants, Microsoft Office, Sustainability, Microsoft Excel, Customer Service, Public Speaking, Corporate Finance, Fundamental Analysis, Technical Analysis, Financial Modeling, Fitness, Navigation, Presentations, Investments, Equities, Leadership, Financial Analysis, Finance
Education
University of North Florida 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of North Florida 2003 — 2004
Bachelor of Business Administration (B.B.A.), International Business, Marketing, Cum laude
Groton School 1993 — 1998
School Year Abroad Barcelona 1996 — 1997
Digital Risk May 2013 - February 2014
Bank of America June 2009 - May 2013
EverBank June 2006 - June 2009
Merrill Lynch October 2004 - June 2006
Skills
Mortgage Lending, Auditing, Financial Analysis, Banking, Mortgage Banking, Credit Analysis, Loan Origination, Mortgage Underwriting, Loss Mitigation, Risk Management, Mortgage Servicing, Credit Risk, Finance, Credit, Loans, Refinance
Education
University of North Florida
Bachelor's Degree, Economics
Black Diamond Performance Reporting, LLC October 2011 - Present
Merrill Lynch October 2005 - March 2011
Blue Cross Blue Shield of Florida 2002 - 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Access, Investments, Salesforce.com, Process Improvement, Risk Management, Team Building
Education
University of North Florida 1998 — 2002
Finance, General
UBS Financial Services March 2012 - Present
Merrill Lynch December 2008 - March 2012
Florida Bank 2007 - 2008
Monticello Bank 2005 - 2007
Education
University of North Florida 1999 — 2002
Bachelor's Degree, Special Education and Teaching
PNC January 2013 - Present
Bank of America June 2012 - January 2013
Merrill Lynch July 2007 - June 2012
Skills
Securities, Series 7, Equities, Fixed Income, Mutual Funds, Business Analysis, Banking, Bloomberg, Wealth Management, Process Improvement, Portfolio Management, Investments, Financial Modeling, Credit, Financial Analysis, Finance, Series 63, Loans, Risk Management, Collateral Management, Credit Analysis, Strategic Financial..., Uniform Combined State..., Securities Lending, Cash Management, Bloomberg Terminal, Relationship Management, Derivatives, Asset Managment, Financial Services, Asset Allocation, Mortgage Lending, Financial Risk, Business Process..., Business Process..., Business Process..., Analysis, Collaboration, Commercial Banking, Relationship Enhancement, Due Diligence, Commercial Lending, Asset Management
Education
University of North Florida
Master of Business Administration (MBA), Finance, General
Raymond James & Associates, Inc July 2011 - Present
Merrill Lynch April 1998 - July 2011
Skills
Investments, Securities, Finance, Financial Advisory, Retirement Planning, Strategic Financial..., Banking, Series 7, Insurance, Risk Management, Asset Allocation, Tax
Education
University of North Florida 1995 — 1996
BS, Accounting
Tallahassee Community 1993 — 1994
AA
BankUnited April 2015 - Present
BBVA Compass July 2014 - Present
Fifth Third Bank September 2007 - July 2014
Regions Financial Corporation September 2005 - September 2007
Merrill Lynch September 2003 - September 2005
SouthTrust Bank January 1996 - January 2003
Skills
Series 7, Series 66
Education
University of North Florida 1994 — 1998
B.A., English Literature
Deutsche Bank August 2015 - Present
JPMorgan Chase October 2011 - August 2015
Fidelity Investments January 2008 - October 2011
Merrill Lynch June 2007 - January 2008
Institute of Police Technology and Management May 2006 - November 2006
University of North Florida July 2004 - January 2005
Skills
Portfolio Management, Customer Relations, Financial Management, Cash Management, Financial Reporting, Customer Service, Investments, Microsoft Office, Managerial Finance, Financial Services, Banking, Financial Analysis, Equities, Asset Management
Education
University of North Florida 2001 — 2007
Finance, Business, Investments
Charles Schwab August 2014 - Present
Merrill Lynch February 2012 - August 2014
University of North Florida April 2008 - April 2010
City of St. Petersburg May 2005 - August 2005
Education
University of North Florida 2006 — 2010
Political Science, Public Administration
Bank of America Merrill Lynch March 2015 - Present
Merrill Lynch March 2014 - March 2015
Merrill Lynch April 2013 - February 2014
Merrill Lynch January 2012 - April 2013
Merrill Lynch June 2010 - January 2012
Merrill Lynch May 2011 - August 2011
University of North Florida August 2008 - May 2010
University of North Florida 2007 - 2010
Fidelity Investments July 2007 - May 2008
University of North Florida June 2006 - May 2007
Skills
Management, Finance, Accounting, Equities, Financial Services, Fixed Income, Customer Service, Marketing Strategy, Mutual Funds, Securities, Managerial Finance, Trading, Options, Financial Advisory, Analysis, Investments, Public Speaking, Microsoft Office, Leadership
Education
University of North Florida 2008 — 2010
Master, Business Administration
University of North Florida 2004 — 2007
Bachelor, Business Administration; Business Management
The CSI Companies April 2015 - Present
Merrill Lynch February 2015 - April 2015
Pet Doctors of America September 2013 - April 2015
Pet Doctors of America September 2014 - January 2015
Citi June 2012 - September 2013
Dick's Sporting Goods August 2011 - June 2012
Kohl's Department Stores March 2008 - June 2012
Moe's Southwest Grill October 2007 - March 2008
Skills
Visual Merchandising, Merchandising, Retail, Store Management, Loss Prevention, Retail Sales, Cashiering, Inventory Management, Store Operations, Customer Service, Inventory Control, Sales, Public Speaking
Education
University of North Florida 2009 — 2014
Bachelor's degree, Sociology
Fleming Island High School 2005 — 2009
high school diploma
Merrill Lynch - Thomas, Rumsey & Associates July 2012 - Present
Merrill Lynch July 2010 - September 2012
University of North Florida July 2009 - April 2010
First Florida Credit Union May 2007 - September 2008
Skills
Portfolio Management, Investments, Series 7, Financial Analysis, Microsoft Office, Customer Service, Asset Allocation, Financial Advisory, Public Speaking, Access, Investment Strategies, Strategic Planning, Financial Markets, Series 66, Series 9 & 10, Leadership, Banking, Uniform Combined State..., Finance, Wealth Management, Financial Services, Financial Planning, Retirement
Education
University of North Florida 2009 — 2010
Master of Business Administration (MBA)
Florida State University 2006 — 2009
Bachelors, Science; Business; Real Estate
Merrill Lynch August 2014 - Present
Epic Images September 2013 - Present
PuroClean Emergency services August 2013 - August 2014
Growers Alliance Coffee January 2013 - October 2013
Florida State College at Jacksonville August 2010 - January 2013
US Navy August 2002 - August 2006
Skills
Public Relations, Photography, Digital Photography, Time Management, Management, Music Industry, Microsoft Office, Social Media, Public Speaking, Research, PowerPoint, Social Networking, Facebook, Press Releases, Marketing, Event Planning
Education
University of North Florida 2011 — 2013
Bachelor of Arts (B.A.), Public Relations/Image Management
Florida State College at Jacksonville 2010 — 2012
Associate of Arts (A.A.), General Studies, 3.5
Deutsche Bank October 2008 - Present
Fidelity Investments November 2006 - October 2008
Merrill Lynch August 2003 - November 2006
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Middle Office, Credit Derivatives, Equity Derivatives, Bloomberg, Prime Brokerage, Structured Products, Trading Systems, Valuation, FX Options, Swaps, Interest Rate..., Structured Finance, Electronic Trading, Project Management, Capacity Utilization, Performance Management, Superior Client Service, Sales Operations, Financial Advisory, Series 7, Series 9, Series 10, Series 66
Education
Webster University 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of North Florida 2003 — 2006
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Merrill Lynch July 2013 - Present
Rubin and Debski, P.A. September 2012 - May 2013
Office of U.S. Senator Bill Nelson May 2012 - September 2012
Jacksonville Public Library August 2008 - September 2012
Florida State Senate Campaign of Nancy Soderberg 2012 - 2012
Barnes & Noble May 2010 - August 2011
Skills
Fluent in Bosnian..., Moderate French..., Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Writing, Legal Writing, Legal Documents
Education
University of North Florida 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Fletcher High School
Merrill Lynch January 2014 - Present
Merrill Lynch November 2013 - January 2014
Campus Outreach August 2011 - September 2013
Universal Studios Islands of Adventure May 2011 - July 2011
Timuquana Country Club March 2005 - May 2011
Skills
Leadership Development, Nonprofits, Fundraising, Leadership, Public Speaking, Volunteer Management, Strategic Planning, Conflict Resolution, International..., Securities Regulation, Equities, Portfolio Management, Operational Risk..., Operational Excellence, US Treasuries, Securities Lending, OTC Derivatives, International Capital...
Education
University of North Florida 2006 — 2011
Bachelor of Science (BS), Political Science and Government
Bank of America Merrill Lynch May 2015 - Present
Merrill Lynch February 2014 - Present
Fidelity National Information Services June 2012 - December 2012
Rise Asian April 2011 - January 2012
Skills
Risk Management, Financial Analysis, Technical Analysis, Valuation, Portfolio Management, Data Analysis, Trading, Strategic Financial..., Microsoft Excel, Financial Markets, Bloomberg Software, Thomson One Analytics, Capital IQ, Oracle Enterprise..., Financial Statement..., Foreign Exchange, Equities, Options, Oil Trading, Computer Hardware, Day Trading, Leadership, Public Speaking, Mutual Funds, Asset Management, Investments, Fixed Income, Bloomberg, Finance, Securities
Education
University of North Florida 2009 — 2013
Finance, Investments and Securities
Merrill Lynch September 2006 - Present
Merrill Lynch September 2006 - May 2008
Education
Jacksonville University 2009 — 2011
Masters in Business Administration, General Business Administration
University of North Florida
Bachelors in Business Administration, Business Management
The Energy Authority May 2011 - Present
The Energy Authority February 2010 - May 2011
ARS National Services August 2009 - February 2010
Merrill Lynch February 2009 - April 2009
Skills
Risk Management, Trading, Business Analysis, Commodity, Commodity Markets, Electricity Markets, Analysis, Energy, Energy Markets, Financial Analysis, Forecasting, Leadership, Natural Gas
Education
University of North Florida 2002 — 2007
Business, Finance, Economics
Merrill Lynch October 2007 - October 2013
Merrill Lynch October 2006 - October 2007
Merrill Lynch March 2006 - October 2006
Federal Reserve Bank of Atlanta January 2004 - March 2006
Skills
Financial Analysis, Finance, Customer Service, Management, Microsoft Office, Risk Management, Banking, Leadership, Internal Controls, Six Sigma, Oracle, Journal Entries, Account Reconciliation, Research, US GAAP, Microsoft Excel, Accounting
Education
University of North Florida
Bachelor of Business Administration (BBA), Accounting
Merrill Lynch April 2012 - Present
Melliphant Ministry January 2009 - Present
Merrill Lynch February 2006 - April 2012
Biz G.U.I.D.E. Inc January 2003 - January 2005
Kinetic Success Inc. January 2000 - January 2001
Skills
Preaching, Internet Sales, Executive Coaching, Online Marketing, Marketing Strategy, Email Marketing, Sales Management, Advertising, Youth Ministry, Directory Services, Social Media Marketing, Facebook, YouTube, Marketing, Public Speaking, Social Networking, Strategy, Nonprofits, Team Building, Strategic Planning, Business Strategy, Digital Marketing, Entrepreneurship, Leadership, Team Management, E-commerce
Education
University of North Florida 1999 — 2002
Marketing, International Business
University of North Florida - College of Business Administration 1999 — 2001
BS, International Business, Marketing
Interactive Intelligence April 2014 - Present
Black Knight Financial Services (formerly LPS) August 2013 - April 2014
Allstate October 2012 - August 2013
FSV Payment Systems January 2009 - October 2012
Merrill Lynch March 2007 - January 2009
Citi April 2001 - August 2006
Skills
SDLC, Requirements Analysis, Quality Assurance, Business Analysis, Visio, Vendor Management, Software Documentation, Business Requirements, Project Management, Program Management, Enterprise Architecture, Process Improvement, Agile & Waterfall..., Training, Debit Cards, Insurance, Pre-paid Cards, Technical Support, Technical Writing, Matlab, Java, Management, Disaster Recovery, SharePoint, Credit Cards, Collections, SQL, Technical Analysis, Systems Analysis, Integration, Agile Methodologies, Software Project..., Business Process, User Acceptance Testing, Business Intelligence, Business Process..., MS Project, Data Warehousing, Scrum, Databases, Analysis, Testing, Requirements Gathering, Microsoft SQL Server
Education
University of North Florida
BSEE, Electrical Engineering
CIT May 2007 - Present
CIT September 2006 - May 2007
CIT September 2004 - September 2006
Merrill Lynch March 2003 - September 2004
Skills
PeopleSoft, Accounting, Customer Service, Finance, Accounts Payable, Microsoft Excel, General Ledger, Forecasting, Accounts Receivable, Account Reconciliation
Education
University of North Florida 2001 — 2003
MBA, Business Administration
University of North Florida 1996 — 2000
BBA, Finance
Merrill Lynch May 2015 - Present
Merrill Lynch March 2014 - May 2015
Merrill Lynch June 2013 - March 2014
Merrill Lynch June 2011 - June 2013
Merrill Lynch June 2010 - June 2011
Skills
Series 7, Bloomberg, Risk Management, Microsoft Excel, Public Speaking, Banking, Finance, Management, Time Management, Leadership, Customer Service, Financial Analysis, Investments, Fixed Income, Analysis
Education
University of North Florida
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Financial Grade Senior Consultants October 2012 - Present
Bank of America September 2010 - September 2012
Merrill Lynch May 2010 - September 2010
JPMorgan Chase October 2007 - July 2008
Coastal Marketing Partners January 2006 - August 2007
Skills
Organization, Networking, Communication, Community Outreach, Team Leadership, Exceptional Listener, Exceptional Communicator, Exceptionally Organized, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Diversity & Inclusion, Exceeding Customer..., Exceeding Expectations, Take Ownership, High Level Of Accuracy, Wealth Management..., Customer Satisfaction, Customer Retention, Customer Oriented, Customer Support, Empathy, Process Efficiency, Task Management, Multi Tasking, Conflict Resolution, Volunteering, Team Building, Teamwork, Work Well Independently, Close Attention to..., Banking, Investment Banking, Marketing, Phone Skills, Phone Etiquette, Committed to..., Resourceful..., American Cancer Society, Relay for Life, Volunteering Captain, Lymphoma Leukemia..., Credit Cards, Telephone Skills, Time Management
Education
University of North Florida 2008 — 2010
Bachelor of Science (B.S.), Psychology, 3.5
Merrill Lynch Mortgage ConsultantBank of America$
Skills
Sales, Project Management, Research, Social Media, Team Building, New Business Development, Event Planning, Project Planning, Teaching, Analysis
Education
University of North Florida 2010 — 2014
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Menchville high school
Raymond James Financial, Inc. May 2015 - Present
U.S. Trust March 2014 - May 2015
Merrill Lynch May 2013 - March 2014
Osprey Financial Group June 2012 - June 2013
Longhorn Steakhouse January 2009 - March 2013
Northwestern Mutual May 2012 - August 2012
Skills
Event Planning, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Social Media, Microsoft Word, Analysis, Access, Data Analysis, Fundraising, Leadership, Outlook, Public Speaking, Sales, Teamwork, Time Management
Education
University of North Florida 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Girls Inc. July 2013 - July 2014
Merrill Lynch January 2012 - April 2014
Skills
Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Microsoft Office, Microsoft Excel, Photoshop, Social Media, Public Speaking, English, Nutrition, Nutrition Education, Team Building, Data Entry, Leadership, Time Management, Public Health
Education
University of North Florida 2014 — 2015
Master’s Degree, Dietetics and Clinical Nutrition Services, Expected Graduation 12/11/2015
University of North Florida 2010 — 2014
Graduated April 25, 2014, Nutrition and Dietetics
Merrill Lynch July 2015 - Present
Merrill Lynch November 2012 - July 2015
Interline Brands February 2011 - May 2012
AT&T August 2009 - May 2010
Merrill Lynch October 2005 - February 2007
Jacksonville Jaguars June 2005 - November 2005
Skills
Sales, Account Management, Cold Calling, Customer Service, Marketing, New Business Development, Sales Management, Salesforce.com, Marketing Strategy, Social Media, Advertising, Online Advertising, Social Media Marketing, B2B, PowerPoint, Microsoft Office, Customer Satisfaction, Microsoft Excel, Strategic Planning, Negotiation, Public Speaking, Microsoft Word, Team Leadership, Customer Retention, Team Building, Management, Financial Analysis, Facebook
Education
University of North Florida 2006 — 2010
MBA, Business Administration and Management, General
University of North Florida 2000 — 2005
B.S, Business Administration; Marketing
University of Provence, Aix 2004 — 2004
Marketing/Management
Acosta Sales & Marketing May 2015 - Present
DMEautomotive June 2013 - May 2015
Deutsche Bank February 2009 - May 2013
Coach Inc August 2007 - December 2008
Merrill Lynch April 2007 - September 2007
Crawford Contractor Connection April 2006 - September 2006
US Navy August 1996 - March 2006
Skills
Analysis, Business Analysis, Access, VBA, SQL, Finance, Microsoft Excel, Customer Service, Troubleshooting, Teamwork, C# Programming, Financial Modeling, Account Reconciliation, Procedures Documentation, Report Design and..., Creative thinking, T-SQL queries, VBA scripting, Coordinating business..., Accountabiity/ Ownership, Business Solutions
Education
University of North Florida 2006 — 2008
Bachelors of Business Administration -Magna Cum Laude, Corporate Finance, 3.8 of 4.0
Florida State College at Jacksonville 2005 — 2006
Associate in Science with Honors, Financial Planning and Services
Pragmatic Works Foundation 2013 — 2013
Certficate of Completion, T-SQL Business Intelligence, Completed
Merrill Lynch July 2015 - Present
The Cheesecake Factory October 2006 - July 2015
Watson Realty Corp January 2006 - June 2008
Remax January 2005 - May 2006
Skills
Management, Customer Service, Event Planning, Sellers
Education
University of North Florida 2012 — 2014
Bachelor of Art in Communication, Multimedia Journalism, 3.0
Self-funded sabbatical April 2015 - Present
Rooker Outdoors, Inc. June 2014 - Present
FIS - The world’s largest provider of banking and payments technologies October 2009 - April 2015
Fidelity National Information Services August 2008 - December 2009
EverBank July 2005 - July 2008
Dawn Cassidy Smith Designs August 2001 - December 2006
JPMorgan Chase December 2002 - December 2004
Merrill Lynch June 2002 - December 2002
HomeSide Lending, Inc. March 2000 - June 2002
BFGoodrich Aerospace March 1997 - March 2000
Skills
Marketing Communications, Illustrator, Project Management, Copywriting, Graphic Design, Web Design, Social Media Marketing, InDesign, Marketing, Dreamweaver, Advertising, Public Relations, Logo Design, Email Marketing, Marketing Strategy, SharePoint, Leadership, HTML, Business Development, Web Analytics, Product Marketing, Management, Digital Marketing, SEO
Education
Rutgers University-New Brunswick 2014 — 2014
Digital Marketing Mini-MBA, Digital Communication and Media/Multimedia
University of North Florida
BA, Communications, Minor in Business
Merrill Lynch August 2013 - Present
Merrill Edge May 2012 - August 2013
SMG May 2011 - June 2012
Teavana September 2007 - December 2011
Renaissance Creative August 2011 - October 2011
SMG Jacksonville Veterans Memorial Arena May 2011 - August 2011
Skills
Social Media, Public Relations, Promotions, Facebook, Event Management, Customer Service, Customer Satisfaction, Social Networking, Retail
Education
University of North Florida 2005 — 2011
Communications, Public Relations
Triage Management Services April 2008 - Present
Merrill Lynch August 2006 - June 2007
Skills
Competitive Analysis, New Business Development, Strategic Planning, Business Planning, Market Research, Business Strategy, Business Analysis, Business Development, Forecasting, CRM, Account Management, Sales, Customer Service, Strategy, Management
Education
University of North Florida 2003 — 2006
Bachelor, Business Administration; Marketing
ACE Group January 2012 - Present
T Cycle X December 2011 - Present
Comcast April 2008 - December 2011
Merrill Lynch September 2006 - March 2008
CA June 2005 - September 2006
Allstate March 2004 - June 2005
Winn Dixie Stores October 2002 - March 2004
ECI Telecom 2000 - 2002
Skills
Project Portfolio..., PMP, Six Sigma, Program Management, PMO, Vendor Management, SDLC, Business Analysis, Business Process..., Visio, SharePoint, Integration, Process Improvement, Change Management, Project Management, Agile Methodologies, Business Intelligence, ITIL, Business Process, CRM, Requirements Analysis, Cross-functional Team..., IT Strategy, Enterprise Software, Pre-sales, Software Project..., Requirements Gathering, Resource Management, Telecommunications, Enterprise Architecture, Software Documentation, Strategy, Management, Quality Assurance, Leadership, Analysis, Governance, Project Planning, Software Development, Testing, Analytics, Program Management..., Information Technology, Security, Fitness Training
Education
University of Phoenix 2000 — 2002
MBA, Masters in Business Adminstration with Concentration in Technology Management
University of North Florida 1991 — 1996
BA, Pre-Law: Political Science
JPMorgan Chase & Co. January 2015 - Present
Ally Financial Inc. May 2012 - December 2014
Merrill Lynch October 2011 - May 2012
Bank of America Merrill Lynch September 2010 - October 2011
Milano Capital Management January 2008 - September 2010
Skills
Risk Analytics, Credit Analysis, Underwriting, Trading, Valuation, Technical Analysis, Series 7, Options Strategies, Futures, Equity Research, Credit Risk, Investments, Portfolio Management, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Credit, Management, Finance, Analysis, Customer Service
Education
University of North Florida 2005 — 2009
Bachelor of Business administration, Finance (Investments Concentration)
Interactive Resources - iR July 2014 - Present
The Judge Group February 2014 - July 2014
Merrill Lynch May 2012 - February 2014
Education
University of North Florida 2008 — 2012
Bachelor of Arts (B.A.), Communication/ Advertising
Genesis HealthCare September 2013 - May 2015
Avante at Ocala March 2013 - November 2013
Munroe Regional Medical Center June 2008 - September 2012
CLM Workforce Connection June 2007 - June 2008
OneStop Workforce Connection January 2007 - June 2007
Marion County Fire Rescue April 2006 - January 2007
Cingular Wireless November 1996 - April 2006
Merrill Lynch October 1992 - October 1996
Skills
Training & Development, Contract Negotiation, Recruitment/Retention, Employee Benefits, Employee Relations, Leadership Development, HRIS, Workforce Planning, Applicant Tracking..., Benefits Administration, Talent Acquisition, Onboarding, Talent Management, Succession Planning, FMLA, Employee Training, Management, Policy, Customer Service, Sourcing, Leadership, Training, Human Resources, Recruiting, New Hire Orientations, Software Documentation, Temporary Placement, Interviews, Job Analysis, HR Policies, Organizational..., Personnel Management, Background Checks, Performance Management, Employee Engagement, Taleo, Career Development, Coaching, Job Descriptions, Healthcare, Administration, Hiring, Employment Law
Education
Webster University 2007 — 2008
Masters Degree, Human Resources Management
University of North Florida 1986 — 1991
Bachelor of Arts, Communications/Public Relations
AvMed February 2012 - Present
US Preventive Medicine October 2010 - February 2012
Deutsche Bank December 2009 - October 2010
ING December 2008 - December 2009
Merrill Lynch May 2006 - August 2008
Education
University of North Florida 2006 — 2008
Bachelor, Business Management
Merrill Lynch June 2010 - Present
Education
University of North Florida
Florida State Community College
Associates Arts
U.S. Bank September 2013 - Present
Bank of America Merrill Lynch September 2010 - September 2013
Merrill Lynch November 2009 - September 2010
Merrill Lynch January 2009 - November 2009
Merrill Lynch April 2008 - January 2009
Merrill Lynch April 2007 - April 2008
Centralized Services February 2006 - April 2007
Skills
Certified Anti-Money..., Internal Audit, Risk Management, Financial Services, Operational Risk..., Microsoft Office, Lotus Notes, Segregation of Duties, Business Process, Compliance, Internal Controls, Enterprise Risk..., Trust Services, CFSA- Candidate, FINRA, Securities, Operational Risk, AML, Financial Risk, Mutual Funds, KYC, Wealth Management, Relationship Management, Investment Banking, OFAC, Wealth Management..., USA PATRIOT Act, Payments, Auditing, Banking, Anti Money Laundering
Education
University of North Florida 2002 — 2004
Bachelor of Arts, Business Administration; Marketing
University of North Florida - College of Business Administration 2002 — 2004
BA, Marketing/Business
Glimpse Live, Inc. May 2014 - Present
Lender Processing Services, Inc. (LPS) February 2012 - May 2014
Lender Processing Services, Inc. (LPS) June 2007 - February 2012
McGraw Software, Inc. August 2006 - May 2007
Fidelity National Information Services January 2005 - August 2006
Intelligenxia 2004 - 2005
Community Season October 2003 - July 2004
Merrill Lynch July 1999 - September 2003
Skills
C#, SQL Server, JavaScript, .NET, ASP.NET, Microsoft SQL Server, Agile Methodologies, T-SQL, SSIS, Architecture, Integration, Database Design, SDLC, Java, Web Services, Software Project..., Software Development, XML, VB.NET, ASP.NET MVC, WCF, TFS, Databases, Business Intelligence, Software Design, SOA, SQL, Web Applications, Silverlight, SSRS, Enterprise Architecture, Visual Studio, SharePoint, IIS, Beaches, Xbox, High Fives
Education
University of North Florida 2001 — 2004
BS, Computer Information Systems
PGA TOUR October 2012 - Present
Merrill Lynch April 2008 - October 2012
Merrill Lynch January 2007 - April 2008
Jacksonville Jaguars May 2004 - December 2006
Education
MBA - University of North Florida - College of Business Administration 2004 — 2007
MBA, Business Administration
University of North Florida 1999 — 2003
BS, Communications - Public Relations
Merrill Lynch July 2007 - Present
Education
University of North Florida - College of Business Administration 2006 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Florida 1998 — 2002
Bachelors, Management
Kick It Recordings January 2009 - Present
Merrill Lynch August 2011 - September 2014
TPC September 2008 - December 2011
Kirchner Design, Inc. April 2011 - August 2011
Anthropologie September 2008 - April 2011
The Lodge & Club April 2002 - October 2006
Regency Harley Davidson May 2000 - April 2002
Skills
Interviews, Digital Marketing, Online Marketing, Marketing, Brand Development, Analysis, Food & Beverage, Advertising, Event Management, Sponsorship, Budgets, Fundraising, Management, Hotels, Training, Merchandising, Sales, Fashion, Trade Shows, Marketing Strategy, Strategic Planning, Hiring, Photography, Press Releases, Restaurants, Email Marketing, Event Planning, Social Media Marketing
Education
University of North Florida 2000 — 2004
Bachelors, Philosophy, Ethics, Literature
Saint Johns County June 2013 - Present
Sanchez Wealth Management June 2008 - June 2013
Fidelity Investments July 2007 - May 2008
Merrill Lynch December 2005 - June 2007
Merrill Lynch November 2004 - November 2005
Education
University of North Florida 2010 — 2013
Master of Business Administration (M.B.A.), Economics
University of North Florida - College of Business Administration 2003 — 2007
Finance, Finance & Economics
Fidelity Investments February 2015 - Present
Fidelity Investments August 2014 - February 2015
Merrill Lynch January 2013 - August 2014
Merrill Lynch December 2011 - January 2013
Merrill Lynch January 2011 - December 2011
Skills
Microsoft Word, Series 7, Investments, Portfolio Management, Retirement, Microsoft Office, Sales, Financial Services, Retirement Planning, Financial Analysis
Education
University of North Florida 2000 — 2007
Communications, Broadcast Journalism
VyStar Credit Union August 2014 - Present
Florida Blue January 2011 - August 2014
NorthgateArinso November 2005 - January 2011
Convergys 2005 - 2010
Merrill Lynch 1999 - 2005
Skills
Requirements Analysis, Requirements Gathering, Business Analysis, Business Process, Business Requirements, SDLC, Process Improvement, Vendor Management, User Acceptance Testing, SharePoint, Integration, Functional..., Business Intelligence, Software Documentation, SQL, Outsourcing, Business Process..., Quality Assurance, Change Management, Software Project..., Testing, Visio, Quality Center, Systems Analysis, Program Management, MS Project, Software Development, PMP, Agile Methodologies
Education
University of North Florida 1996 — 2001
Bachelor of Science (B.S.), Computer and Information Sciences, General
Merrill Lynch May 2013 - Present
Merrill Lynch August 2010 - May 2013
Merrill Lynch January 2008 - July 2010
UPS May 2003 - December 2007
Skills
Chartered Retirement..., Series 7, Series 66, Retirement, Equities, Access, Outlook, Series 6, Mutual Funds, Customer Service, Investments, Retirement Planning, 401k, Finance, Financial Advisory, Financial Planning, Series 63, Uniform Combined State..., Wealth Management
Education
University of North Florida 2003 — 2007
Bachelor of Science, Business Management
Stifel Nicolaus February 2011 - March 2012
Trusted Alliance October 2008 - July 2010
Merrill Lynch November 2007 - August 2008
Skills
Series 7, Series 66, Client Service, Insurance, Financial Analysis, Investments, Microsoft Excel, Securities
Education
University of North Florida 2005 — 2007
BA, Elementary Education
Ameriprise Financial Services, Inc. July 2015 - Present
Merrill Lynch January 2015 - June 2015
Merrill Lynch July 2013 - January 2015
BB&T February 2011 - July 2013
Armellini Express Lines January 2013 - June 2013
Wendy Culpepper LLC January 2009 - January 2010
Wells Fargo January 2009 - January 2010
Best Buy June 2005 - June 2008
Skills
C++, Photoshop, HTML, Windows 7, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, C#, SQL, XML, JSON, WordPress, Microsoft SQL Server, Windows, OS X, Teamwork, Outlook, Team Leadership, CSS, JavaScript, Social Networking, System Administration, Access, Data Entry, Data Analysis
Education
University of North Florida 2005 — 2006
Indian River State College
Availity November 2009 - Present
Merrill Lynch April 2003 - January 2009
Merrill Lynch December 1997 - April 2003
AT&T Universal Card Services March 1995 - December 1997
At&T Universal Card Services October 1993 - March 1995
AT&T Universal Card Services June 1990 - October 1993
Education
University of North Florida 1986 — 1989
BS, Marketing
Deutsche Bank October 2014 - Present
Merrill Lynch March 2007 - December 2007
Skills
Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Business Analysis, Analysis, Statistics, Access, Microsoft Office, Microsoft Word
Education
University of North Florida - College of Business Administration 2004 — 2008
BBA, Marketing
University of North Florida
University of North Florida
University of North Florida
Stillwater Insurance Company July 2004 - Present
Haskell 1997 - 2004
Merrill Lynch 1990 - 1997
Skills
Sarbanes-Oxley Act, Internal Controls, GAAP, US GAAP, Sarbanes-Oxley, Auditing, Accounting, General Ledger, Financial Reporting, Internal Audit, Variance Analysis, SEC filings, Revenue Recognition, Financial Accounting, Financial Analysis, External Audit, JD Edwards, Financial Audits, Cash Flow
Education
University of North Florida 1984 — 1988
BBA, Accounting, 3.0
Independent Human Resources Consultant March 2008 - Present
Merrill Lynch 1994 - 2008
Skills
Succession Planning, Talent Management, Employee Engagement, Leadership Development, Organizational..., Performance Management, Team Building, Executive Coaching, Human Resources, Process Improvement
Education
University of North Florida 1973 — 1977
M.A., Counseling Psychology
Boulder County March 2015 - Present
Mile High Banks March 2013 - September 2014
J Kelly and Associates June 2011 - January 2013
Deutsche Bank April 2009 - June 2011
Merrill Lynch February 2002 - April 2009
Skills
Finance, Management, Banking, Accounting, Equities, Training, Credit, Business Analysis, Financial Analysis, Relationship Management
Education
University of North Florida 1997 — 2001
Bachelor of Arts, Communications
Bank of America / Merrill Lynch February 2012 - Present
Bank of America / Merrill Lynch December 2008 - February 2012
Merrill Lynch October 2006 - December 2008
Idea Integration 2004 - 2006
Skills
MCSE, Unix Operating Systems, Network Administration, Scripting, COBOL, VBScript, VB.NET, Microsoft SQL Server, Microsoft Exchange, Windows Server, Microsoft Certified..., Active Directory, Servers, Visio
Education
University of North Florida 1996 — 1998
BS, Computer Science, Economics
Clay High School
Merrill Lynch 2014 - Present
Merrill Lynch 2013 - 2014
Merrill Lynch 2008 - 2013
Southeast Regional Center for Financial Training 2007 - 2008
Brown & Brown 2004 - 2007
Skills
Access, Accounting, Investments, Hedge Funds, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Services, Trading
Education
Seminole State
Accounting
University of North Florida
BBA, Finance - Investments
Morris Communications September 2012 - Present
Merrill Lynch July 2009 - July 2012
La Plaza May 2006 - July 2009
Sea Star Line July 2005 - April 2006
Skills
Account Management, Advertising, Budgets, Customer Retention, Customer Service, Customer Satisfaction, Editorial, Employee Benefits, Event Management, Human Resources, Leadership, Management, Marketing, Marketing Communications, Media Relations, Negotiation, Outsourcing, Payroll, Public Relations, Sales, Sales Operations, Social Media Marketing, Strategic Financial..., Strategic Partnerships, Strategic Planning, Strategy, Time Management
Education
University of North Florida 2004 — 2006
MBA, MBA with concentration in Finance
Javeriana University 1996 — 2001
Business Administrator, Business
Merrill Lynch April 2013 - Present
Americare Home Health 2009 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Teamwork, English, Public Speaking, Social Media, Java, Team Leadership, Business Strategy, Management Consulting, Advertising, Analysis, Data Analysis, Inventory Management, Leadership, Marketing, Market Research, Marketing Communications, Marketing Strategy, Negotiation, Operations Management, Outlook, Product Development, Public Relations, Sales, Sales Management, Social Media Marketing, Social Networking, Team Building, Strategic Planning, Event Planning, Contract Negotiation
Education
University of North Florida 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Merrill Lynch March 2013 - Present
Dr. Pepper Snapple Group January 2012 - Present
Vistakon September 1989 - September 2009
Vistakon January 1994 - January 2009
VISTAKON, VISION CARE PRODUCTS January 1989 - January 2009
MARK H. VOLLENWEIDER January 1989 - January 1994
Skills
Series 7, series 66
Education
University of North Florida 1986 — 1990
University of North Florida 1986 — 1988
BA, Biology
University of North Florida 1983 — 1988
BA, Biology
University of North Florida
Bachelors of Arts, Biology
Beeline May 2014 - Present
Beeline February 2013 - Present
Howler Monkey Sauce 2010 - 2015
Beeline October 2010 - February 2013
Beeline June 2008 - October 2010
Merrill Lynch 2003 - 2007
Skills
Vendor Management..., Business Analysis, Project Management, Software Project..., Management, People Skills, People Development, Applicant Tracking..., Vendor Management, Talent Acquisition, Account Management, Recruiting, Contract Recruitment, Technical Recruiting, Leadership, SaaS, Anger Management, Life Coaching, Training
Education
University of North Florida 1999 — 2001
Bachelor's degree
Balboa High School
Retired February 2012 - Present
Merrill Lynch August 2005 - November 2012
Merrill Lynch August 2005 - January 2012
Morgan Stanley August 1995 - August 2005
Morgan Stanley August 1995 - August 2005
Boise Cascade Corporation September 1978 - August 1995
Boise Cascade Corporation January 1987 - January 1995
Boise Cascade Corporation January 1979 - January 1987
Skills
Sales Operations, Sales, Leadership, Management, Investments, Customer Satisfaction, Strategic Financial..., Cold Calling, Program Management, Customer Service, Insurance
Education
University of North Florida 1972 — 1978
Bachelor of Business Administration, Marketing
University of North Florida - College of Business Administration 1969 — 1976
Bachelor, Marketing
Allstate Insurance Company 2010 - 2013
Merrill Lynch 2001 - 2009
Deloitte & Touche 1999 - 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Sarbanes-Oxley Act, Access, Finance, Financial Accounting, Financial Risk, Insurance, Business Analysis, Risk Management, Business Process...
Education
University of North Florida 1997 — 1999
Master of Business Administration
University of North Florida 1993 — 1997
Bachelor of Business Administration, Accounting
Wells Fargo January 2011 - Present
Wells Fargo Bank January 2011 - May 2013
Wachovia, A Wells Fargo Company September 2008 - December 2010
Wachovia June 2006 - September 2008
Merrill Lynch November 2003 - June 2006
5 Star Cellular 2000 - 2002
Skills
Loans, Series 7, Credit, Banking, Credit Analysis, Investments, Strategic Financial..., Insurance, Risk Management, Financial Analysis, Retirement Planning, Credit Risk, Management, Cash Management, Finance, Portfolio Management, Leadership
Education
University of North Florida 1999 — 2001
Bachelor's, Pscyhology
University of North Florida 1999 — 2001
Bachelor of Arts, Psychology
Orlando Health Foundation April 2014 - Present
Northwestern Mutual April 2013 - January 2014
Holden & Darby, P.A. October 2011 - September 2012
Shuffield, Lowman & Wilson, P.A. May 2010 - August 2010
Merrill Lynch June 2007 - July 2008
Skills
Legal Research, Legal Writing, Litigation, Civil Litigation, Westlaw, Corporate Law, Bankruptcy, Family Law, Mediation, Courts, Real Estate, Licensing, Financial Services, Sales, General Insurance, Mortgage broker
Education
Barry University - Dwayne O. Andreas School of Law 2008 — 2011
Juris Doctorate (J.D.), Law, Top 3% 5/176
University of North Florida 2002 — 2007
Bachelor of Arts (B.A.), Philosophy
The First Academy 1990 — 2002
Deutsche Bank May 2015 - Present
Deutsche Bank October 2014 - Present
ING October 2013 - August 2014
Allstate Benefits August 2013 - October 2013
Florida Blue May 2011 - August 2013
Merrill Lynch October 2011 - April 2012
Kurtzman Carson Consultants LLC May 2005 - July 2010
Skills
Data Analysis, MS Office Suite, MS Project, Excel, Outlook, Visio, SQL, Java, Word, Access, Project Planning, Project Management, MS Excel Pivot Tables, Process Improvement, Problem Solving, Product Development, Software Development, Microsoft Word, Program Management, Microsoft Excel, Business Analysis, Microsoft Office
Education
University of North Florida 2011 — 2013
Bachelor of Arts (BA), Information Technology
University of North Florida 1998 — 2003
Bachelor of Arts (BA), Psychology
Merrill Lynch June 2013 - Present
Merrill Lynch/Bank of America April 2010 - June 2013
Bank of America April 2008 - April 2010
Bank of America August 2005 - April 2008
Bank of America March 2006 - March 2008
Skills
Associate Development, Coaching, Banking, Call Centers, Credit Cards, Customer Service, Data Analysis, Insurance, Investments, Management, Loans, Mortgage Lending, Performance Improvement
Education
University of North Florida 2005 — 2009
BA, English/Philosophy
Mindshare April 2015 - Present
University of North Florida December 2011 - January 2015
Deutsche Bank May 2014 - December 2014
Merrill Lynch November 2013 - May 2014
Cox Media Group November 2010 - September 2011
Skills
AP Style, Radio, Final Cut Pro, Fluent Spanish, Singing, Film Acting, Musical Theatre, Sports Broadcasting, Social Media, Acting, Video Editing, Broadcast, Video Production, Editing, Audio Editing, Television, ENPS, Video, Videography, Broadcast Journalism, Sports, Blogging, Journalism, Sports Coverage, Spokesperson, Friendly Personality, People Skills, Bilingual, Broadcast Television, Highly personable, Commercials, Social Networking
Education
University of North Florida 2006 — 2012
Electronic Media, Communications
Martin County High School 2002 — 2006
Deutsche Bank September 2014 - Present
Deutsche Bank November 2013 - September 2014
Deutsche Bank December 2012 - May 2013
Deutsche Bank June 2012 - December 2012
Deutsche Bank July 2008 - March 2012
Merrill Lynch July 2006 - July 2008
Skills
Derivatives, Trading, Middle Office, Hedge Funds, Equities, Fixed Income, Swaps, Prime Brokerage, Settlement, Investment Banking, Equity Derivatives, Options, Finance, Bloomberg
Education
University of North Florida 2000 — 2006
Bachelor of Business Administration (B.B.A.), Economics and Marketing
Merrill Lynch December 2014 - Present
Merrill Lynch April 2014 - September 2014
AT&T January 2012 - October 2012
Best Buy August 2005 - August 2009
Skills
Mobile Devices, Customer Service, Sales Management, Sales, Microsoft Office, Management, Leadership, Microsoft Word, Retail
Education
University of North Florida 2006 — 2011
Bachelor of Business Administration, Management
University of North Florida
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch February 2013 - Present
Wells Fargo May 2011 - January 2012
Wachovia, A Wells Fargo Company July 2007 - May 2011
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Loans, Refinance, Deposits, Cross Selling, Banking, Credit, Commercial Lending, Credit Analysis, Finance, Investments, Relationship Management, Mortgage Lending, Loan Origination
Education
University of North Florida 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Mayo Clinic March 2010 - Present
Merrill Lynch November 1997 - December 2009
University Medical Center 1989 - 1996
Skills
Occupational Medicine, Medicine, Healthcare, Family Medicine, Healthcare Management, EMR, Clinical Research, Pediatrics, BLS, Critical Care, Nurse Practitioners, Health Education, Patient Education, Public Health, Urgent Care, Internal Medicine, Surgery, Primary Care, Orthopedic, Emergency Medicine
Education
University of North Florida
MSN, Nursing
EverBank March 2007 - Present
EverBank October 2005 - March 2007
EverBank April 2003 - October 2005
Merrill Lynch November 2002 - April 2003
Merrill Lynch October 1996 - November 2002
Skills
Loans, Credit, Mortgage Lending, Credit Risk, SDLC, Retail Banking, Risk Management, Credit Analysis, Financial Analysis
Education
University of North Florida 1979 — 1983
Bachelor of Arts (BA), Special Education and Teaching
PHH Mortgage May 2012 - March 2014
Interline Brands June 2011 - May 2012
Merrill Lynch June 2010 - June 2011
JPMorgan Chase August 2009 - June 2010
Merrill Lynch August 2006 - March 2009
Skills
Cold Calling, Sales
Education
University of North Florida 2003 — 2006
Bachelor of Science, Communications
Merrill Lynch May 2011 - Present
Education
University of North Florida 2005 — 2010
BBA, Management
Merrill Lynch July 1999 - Present
Merrill Lynch January 2008 - March 2009
Merrill Lynch January 1999 - January 2008
Skills
Series 7, Uniform Combined State..., Wealth Management, Securities, Series 63, Wealth Management..., Relationship Management, Employee Benefits, Client Services, Series 9, Series 10, Series 66, Asset Allocation, Mutual Funds, Retirement Planning, Fixed Income, FINRA
Education
University of North Florida
Bachelors, Sociology
Merrill Lynch November 2014 - Present
United States Marine Forces Reserve June 2012 - Present
United States Marine Corps January 2014 - September 2014
Best Buy March 2013 - September 2014
1st Place Sports October 2011 - June 2012
Skills
Customer Service, Sales, Operations Management, Supervisory Skills, Leadership, Logistics, Management, Inventory Management, Supply Management, Security, Team Leadership, Logistics Management, Time Management, Training, Critical Thinking, Operational Planning, Microsoft Excel, Customer Satisfaction, Microsoft Office, Military, Data Entry, Teamwork
Education
University of North Florida 2011 — 2016
Bachelor of Arts (B.A.), Economics
Stanton College Prep School 2007 — 2011
High School
Wells Fargo Estate Settlement December 2012 - Present
Merrill Lynch March 2007 - December 2012
Merrill Lynch July 1999 - March 2007
PGA TOUR 1989 - 1998
Sunshine Network/Fox Sports 1989 - 1991
Skills
Loans, Wealth Management, Wealth Management..., Trust Services, Estate Planning, Investments, Strategic Financial...
Education
University of North Florida
Leapforce July 2013 - Present
Florida Institute of Technology 2009 - 2011
Merrill Lynch 1999 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of North Florida 1999 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Deutsche Bank January 2014 - Present
Deutsche Bank December 2012 - December 2013
Deutsche Bank December 2010 - December 2012
Deutsche Bank December 2009 - December 2010
Merrill Lynch December 2008 - December 2009
Merrill Lynch January 2007 - December 2008
Wells Fargo May 2006 - January 2007
Skills
Finance, Fixed Income, Equities, Financial Analysis, Training, Payments, Leadership, Financial Risk, Strategy, Relationship Management
Education
University of North Florida 2001 — 2005
Bachelor's Degree, Business Administration and Management
University of North Florida 2001 — 2005
Bachelor's Degree, Marketing
U.S. Customs and Border Protection June 2009 - Present
American District Telegraph (ADT) August 2008 - June 2009
Merrill Lynch May 2007 - July 2008
Education
University of North Florida 2003 — 2007
Bachelor of Arts (B.A.), Criminal Justice, B